- 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>
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