Implement Phase 2 features: roles, assessment groups, budget import, Kanban

- Add hierarchical roles: SuperUser Admin (is_superadmin flag), Tenant Admin,
  Tenant User with separate /admin route and admin panel
- Add Assessment Groups module for property type-based assessment rates
  (SFHs, Condos, Estate Lots with different regular/special rates)
- Enhance Chart of Accounts: initial balance on create (with journal entry),
  archive/restore accounts, edit all fields including account number & fund type
- Add Budget CSV import with downloadable template and account mapping
- Add Capital Projects Kanban board with drag-and-drop between year columns,
  table/kanban view toggle, and PDF export via browser print
- Update seed data with assessment groups, second test user, superadmin flag
- Create repeatable reseed.sh script for clean database population
- Fix AgingReportPage Mantine v7 Table prop compatibility

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

frontend/src/pages/accounts/AccountsPage.tsx

@@ -17,11 +17,13 @@ import {
   Tabs,
   Loader,
   Center,
+  Tooltip,
+  SimpleGrid,
 } from '@mantine/core';
 import { useForm } from '@mantine/form';
 import { useDisclosure } from '@mantine/hooks';
 import { notifications } from '@mantine/notifications';
-import { IconPlus, IconEdit, IconSearch } from '@tabler/icons-react';
+import { IconPlus, IconEdit, IconSearch, IconArchive, IconArchiveOff } from '@tabler/icons-react';
 import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query';
 import api from '../../services/api';
 
@@ -52,36 +54,41 @@ export function AccountsPage() {
   const [search, setSearch] = useState('');
   const [filterType, setFilterType] = useState<string | null>(null);
   const [filterFund, setFilterFund] = useState<string | null>(null);
+  const [showArchived, setShowArchived] = useState(false);
   const queryClient = useQueryClient();
 
   const { data: accounts = [], isLoading } = useQuery<Account[]>({
-    queryKey: ['accounts'],
+    queryKey: ['accounts', showArchived],
     queryFn: async () => {
-      const { data } = await api.get('/accounts');
+      const params = showArchived ? '?includeArchived=true' : '';
+      const { data } = await api.get(`/accounts${params}`);
       return data;
     },
   });
 
   const form = useForm({
     initialValues: {
-      account_number: 0,
+      accountNumber: 0,
       name: '',
       description: '',
-      account_type: 'expense',
-      fund_type: 'operating',
-      is_1099_reportable: false,
+      accountType: 'expense',
+      fundType: 'operating',
+      is1099Reportable: false,
+      initialBalance: 0,
     },
     validate: {
-      account_number: (v) => (v > 0 ? null : 'Required'),
+      accountNumber: (v) => (v > 0 ? null : 'Required'),
       name: (v) => (v.length > 0 ? null : 'Required'),
     },
   });
 
   const createMutation = useMutation({
-    mutationFn: (values: any) =>
-      editing
-        ? api.put(`/accounts/${editing.id}`, values)
-        : api.post('/accounts', values),
+    mutationFn: (values: any) => {
+      if (editing) {
+        return api.put(`/accounts/${editing.id}`, values);
+      }
+      return api.post('/accounts', values);
+    },
     onSuccess: () => {
       queryClient.invalidateQueries({ queryKey: ['accounts'] });
       notifications.show({ message: editing ? 'Account updated' : 'Account created', color: 'green' });
@@ -94,15 +101,28 @@ export function AccountsPage() {
     },
   });
 
+  const archiveMutation = useMutation({
+    mutationFn: (account: Account) =>
+      api.put(`/accounts/${account.id}`, { isActive: !account.is_active }),
+    onSuccess: () => {
+      queryClient.invalidateQueries({ queryKey: ['accounts'] });
+      notifications.show({ message: 'Account status updated', color: 'green' });
+    },
+    onError: (err: any) => {
+      notifications.show({ message: err.response?.data?.message || 'Error', color: 'red' });
+    },
+  });
+
   const handleEdit = (account: Account) => {
     setEditing(account);
     form.setValues({
-      account_number: account.account_number,
+      accountNumber: account.account_number,
       name: account.name,
       description: account.description || '',
-      account_type: account.account_type,
-      fund_type: account.fund_type,
-      is_1099_reportable: account.is_1099_reportable,
+      accountType: account.account_type,
+      fundType: account.fund_type,
+      is1099Reportable: account.is_1099_reportable,
+      initialBalance: 0,
     });
     open();
   };
@@ -120,11 +140,18 @@ export function AccountsPage() {
     return true;
   });
 
+  const activeAccounts = filtered.filter(a => a.is_active);
+  const archivedAccounts = filtered.filter(a => !a.is_active);
+
   const totalsByType = accounts.reduce((acc, a) => {
-    acc[a.account_type] = (acc[a.account_type] || 0) + parseFloat(a.balance || '0');
+    if (a.is_active) {
+      acc[a.account_type] = (acc[a.account_type] || 0) + parseFloat(a.balance || '0');
+    }
     return acc;
   }, {} as Record<string, number>);
 
+  const fmt = (v: number) => v.toLocaleString('en-US', { style: 'currency', currency: 'USD' });
+
   if (isLoading) {
     return <Center h={300}><Loader /></Center>;
   }
@@ -133,11 +160,28 @@ export function AccountsPage() {
     <Stack>
       <Group justify="space-between">
         <Title order={2}>Chart of Accounts</Title>
-        <Button leftSection={<IconPlus size={16} />} onClick={handleNew}>
-          Add Account
-        </Button>
+        <Group>
+          <Switch
+            label="Show Archived"
+            checked={showArchived}
+            onChange={(e) => setShowArchived(e.currentTarget.checked)}
+            size="sm"
+          />
+          <Button leftSection={<IconPlus size={16} />} onClick={handleNew}>
+            Add Account
+          </Button>
+        </Group>
       </Group>
 
+      <SimpleGrid cols={{ base: 2, sm: 5 }}>
+        {Object.entries(totalsByType).map(([type, total]) => (
+          <Card withBorder p="xs" key={type}>
+            <Text size="xs" c="dimmed" tt="capitalize">{type}</Text>
+            <Text fw={700} size="sm" c={accountTypeColors[type]}>{fmt(total)}</Text>
+          </Card>
+        ))}
+      </SimpleGrid>
+
       <Group>
         <TextInput
           placeholder="Search accounts..."
@@ -166,50 +210,69 @@ export function AccountsPage() {
 
       <Tabs defaultValue="all">
         <Tabs.List>
-          <Tabs.Tab value="all">All ({accounts.length})</Tabs.Tab>
+          <Tabs.Tab value="all">All ({activeAccounts.length})</Tabs.Tab>
           <Tabs.Tab value="operating">Operating</Tabs.Tab>
           <Tabs.Tab value="reserve">Reserve</Tabs.Tab>
+          {showArchived && archivedAccounts.length > 0 && (
+            <Tabs.Tab value="archived" color="gray">Archived ({archivedAccounts.length})</Tabs.Tab>
+          )}
         </Tabs.List>
 
         <Tabs.Panel value="all" pt="sm">
-          <AccountTable accounts={filtered} onEdit={handleEdit} />
+          <AccountTable accounts={activeAccounts} onEdit={handleEdit} onArchive={archiveMutation.mutate} />
         </Tabs.Panel>
         <Tabs.Panel value="operating" pt="sm">
-          <AccountTable accounts={filtered.filter(a => a.fund_type === 'operating')} onEdit={handleEdit} />
+          <AccountTable accounts={activeAccounts.filter(a => a.fund_type === 'operating')} onEdit={handleEdit} onArchive={archiveMutation.mutate} />
         </Tabs.Panel>
         <Tabs.Panel value="reserve" pt="sm">
-          <AccountTable accounts={filtered.filter(a => a.fund_type === 'reserve')} onEdit={handleEdit} />
+          <AccountTable accounts={activeAccounts.filter(a => a.fund_type === 'reserve')} onEdit={handleEdit} onArchive={archiveMutation.mutate} />
         </Tabs.Panel>
+        {showArchived && (
+          <Tabs.Panel value="archived" pt="sm">
+            <AccountTable accounts={archivedAccounts} onEdit={handleEdit} onArchive={archiveMutation.mutate} isArchivedView />
+          </Tabs.Panel>
+        )}
       </Tabs>
 
       <Modal opened={opened} onClose={close} title={editing ? 'Edit Account' : 'New Account'} size="md">
         <form onSubmit={form.onSubmit((values) => createMutation.mutate(values))}>
           <Stack>
-            <NumberInput label="Account Number" required {...form.getInputProps('account_number')} />
+            <NumberInput label="Account Number" required {...form.getInputProps('accountNumber')} />
             <TextInput label="Account Name" required {...form.getInputProps('name')} />
             <TextInput label="Description" {...form.getInputProps('description')} />
-            <Select
-              label="Account Type"
-              required
-              data={[
-                { value: 'asset', label: 'Asset' },
-                { value: 'liability', label: 'Liability' },
-                { value: 'equity', label: 'Equity' },
-                { value: 'income', label: 'Income' },
-                { value: 'expense', label: 'Expense' },
-              ]}
-              {...form.getInputProps('account_type')}
-            />
-            <Select
-              label="Fund Type"
-              required
-              data={[
-                { value: 'operating', label: 'Operating' },
-                { value: 'reserve', label: 'Reserve' },
-              ]}
-              {...form.getInputProps('fund_type')}
-            />
-            <Switch label="1099 Reportable" {...form.getInputProps('is_1099_reportable', { type: 'checkbox' })} />
+            <Group grow>
+              <Select
+                label="Account Type"
+                required
+                data={[
+                  { value: 'asset', label: 'Asset' },
+                  { value: 'liability', label: 'Liability' },
+                  { value: 'equity', label: 'Equity' },
+                  { value: 'income', label: 'Income' },
+                  { value: 'expense', label: 'Expense' },
+                ]}
+                {...form.getInputProps('accountType')}
+              />
+              <Select
+                label="Fund Type"
+                required
+                data={[
+                  { value: 'operating', label: 'Operating' },
+                  { value: 'reserve', label: 'Reserve' },
+                ]}
+                {...form.getInputProps('fundType')}
+              />
+            </Group>
+            <Switch label="1099 Reportable" {...form.getInputProps('is1099Reportable', { type: 'checkbox' })} />
+            {!editing && (
+              <NumberInput
+                label="Initial Balance"
+                description="Opening balance (creates a journal entry)"
+                prefix="$"
+                decimalScale={2}
+                {...form.getInputProps('initialBalance')}
+              />
+            )}
             <Button type="submit" loading={createMutation.isPending}>
               {editing ? 'Update' : 'Create'}
             </Button>
@@ -220,7 +283,17 @@ export function AccountsPage() {
   );
 }
 
-function AccountTable({ accounts, onEdit }: { accounts: Account[]; onEdit: (a: Account) => void }) {
+function AccountTable({
+  accounts,
+  onEdit,
+  onArchive,
+  isArchivedView = false,
+}: {
+  accounts: Account[];
+  onEdit: (a: Account) => void;
+  onArchive: (a: Account) => void;
+  isArchivedView?: boolean;
+}) {
   const fmt = (v: string) => {
     const n = parseFloat(v || '0');
     return n.toLocaleString('en-US', { style: 'currency', currency: 'USD' });
@@ -240,10 +313,24 @@ function AccountTable({ accounts, onEdit }: { accounts: Account[]; onEdit: (a: A
         </Table.Tr>
       </Table.Thead>
       <Table.Tbody>
+        {accounts.length === 0 && (
+          <Table.Tr>
+            <Table.Td colSpan={7}>
+              <Text ta="center" c="dimmed" py="lg">
+                {isArchivedView ? 'No archived accounts' : 'No accounts found'}
+              </Text>
+            </Table.Td>
+          </Table.Tr>
+        )}
         {accounts.map((a) => (
-          <Table.Tr key={a.id}>
+          <Table.Tr key={a.id} style={{ opacity: a.is_active ? 1 : 0.6 }}>
             <Table.Td fw={500}>{a.account_number}</Table.Td>
-            <Table.Td>{a.name}</Table.Td>
+            <Table.Td>
+              <div>
+                <Text size="sm">{a.name}</Text>
+                {a.description && <Text size="xs" c="dimmed">{a.description}</Text>}
+              </div>
+            </Table.Td>
             <Table.Td>
               <Badge color={accountTypeColors[a.account_type]} variant="light" size="sm">
                 {a.account_type}
@@ -255,13 +342,26 @@ function AccountTable({ accounts, onEdit }: { accounts: Account[]; onEdit: (a: A
               </Badge>
             </Table.Td>
             <Table.Td ta="right" ff="monospace">{fmt(a.balance)}</Table.Td>
-            <Table.Td>{a.is_1099_reportable ? '1099' : ''}</Table.Td>
+            <Table.Td>{a.is_1099_reportable ? <Badge size="xs" color="yellow">1099</Badge> : ''}</Table.Td>
             <Table.Td>
-              {!a.is_system && (
-                <ActionIcon variant="subtle" onClick={() => onEdit(a)}>
-                  <IconEdit size={16} />
-                </ActionIcon>
-              )}
+              <Group gap={4}>
+                <Tooltip label="Edit account">
+                  <ActionIcon variant="subtle" onClick={() => onEdit(a)}>
+                    <IconEdit size={16} />
+                  </ActionIcon>
+                </Tooltip>
+                {!a.is_system && (
+                  <Tooltip label={a.is_active ? 'Archive account' : 'Restore account'}>
+                    <ActionIcon
+                      variant="subtle"
+                      color={a.is_active ? 'gray' : 'green'}
+                      onClick={() => onArchive(a)}
+                    >
+                      {a.is_active ? <IconArchive size={16} /> : <IconArchiveOff size={16} />}
+                    </ActionIcon>
+                  </Tooltip>
+                )}
+              </Group>
             </Table.Td>
           </Table.Tr>
         ))}