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Add live Finance Dashboard read model and UI #20

Description

@theMattCode

User story

As a user, I want a Finance Dashboard that shows current financial health so I can quickly understand balances, cashflow, budgets, reminders, and investments.

Depends on

Scope

  • Add backend API for live dashboard read model computed from finance foundation tables.
  • Include net worth and balances grouped by account type.
  • Include month-to-date income, expenses, expense reversals, and net cashflow.
  • Include current budget progress and over-budget categories.
  • Include upcoming reminders requiring action.
  • Include investment value, allocation summary, and top positions.
  • Add mobile-first Cockpit dashboard route.
  • Link each dashboard section to its focused workflow.

Non-scope

  • Cached dashboard summary tables.
  • External market quote fetching.
  • Bank sync/import workflows.

Acceptance criteria

  • Dashboard summaries are computed live from finance tables.
  • Dashboard separates confirmed actuals from upcoming reminders.
  • Net worth subtracts liabilities.
  • Transfers do not affect cashflow.
  • Budget progress excludes transfers and includes expense reversals.
  • Investment values use latest available price snapshots.
  • Dashboard is usable on mobile and appealing on desktop.

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