olsch01 c68a7e21c3 Show investments under Operating/Reserve tabs and include in fund totals
- Investment accounts now appear under their respective Operating/Reserve
  tabs in the Accounts page, with a compact sub-table showing name, type,
  institution, principal/value, rate, interest earned, and maturity info
- Investment values (current_value) are included in dashboard Total Cash KPI
- Reserve investment values are added to Reserve Fund Balance KPI and
  project funded percentage calculations
- Year-end report reserve status now includes reserve investment values
- Tab counts updated to include investment accounts per fund type
- Summary cards show separate "asset (investments)" total for visibility

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-20 08:33:00 -05:00
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HOA Financial Intelligence Platform - Multi-tenant financial management for homeowner associations
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