What ports as-is
- Projection instead of storage for any repeating record
- One-click promotion of a forecast row to a real entry
- Dedupe against already-promoted occurrences on a backdated rule
- One shared projector feeding the list and the chat query
- Two independently tuned horizons for display and cash planning
What we build for you
- Which record types repeat and their calendar rules
- The accounting meaning of settled versus outstanding locally
- The display horizon shown by default



