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Phase 2 tweaks: admin tenant creation, unit delete, frequency, UI overhaul

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- Admin panel: create tenants with org + first user, manage org status
  (active/suspended/archived), contract number and plan level fields
- Units: delete with invoice check, assessment group dropdown binding
- Assessment groups: frequency field (monthly/quarterly/annual) with
  income calculations normalized to monthly equivalents
- Sidebar: grouped nav sections (Financials, Assessments, Transactions,
  Planning, Reports, Admin), renamed Chart of Accounts to Accounts
- Header: replaced text with SVG logo
- Capital projects: Kanban as default view, table-only PDF export,
  Future category (beyond 5-year plan)
- Auth: block login for suspended/archived organizations

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
olsch01
2026-02-18 20:00:16 -05:00
parent 01502e07bc
commit 17fdacc0f2
20 changed files with 992 additions and 148 deletions
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53
backend/src/modules/assessment-groups/assessment-groups.service.ts
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@@ -6,12 +6,28 @@ export class AssessmentGroupsService {
constructor(private tenant: TenantService) {}
async findAll() {
// Normalize all income calculations to monthly equivalent
// monthly: amount * units (already monthly)
// quarterly: amount/3 * units (convert to monthly)
// annual: amount/12 * units (convert to monthly)
return this.tenant.query(`
SELECT ag.*,
(SELECT COUNT(*) FROM units u WHERE u.assessment_group_id = ag.id) as actual_unit_count,
ag.regular_assessment * ag.unit_count as monthly_operating_income,
ag.special_assessment * ag.unit_count as monthly_reserve_income,
(ag.regular_assessment + ag.special_assessment) * ag.unit_count as total_monthly_income
CASE ag.frequency
WHEN 'quarterly' THEN ag.regular_assessment / 3
WHEN 'annual' THEN ag.regular_assessment / 12
ELSE ag.regular_assessment
END * ag.unit_count as monthly_operating_income,
CASE ag.frequency
WHEN 'quarterly' THEN ag.special_assessment / 3
WHEN 'annual' THEN ag.special_assessment / 12
ELSE ag.special_assessment
END * ag.unit_count as monthly_reserve_income,
(CASE ag.frequency
WHEN 'quarterly' THEN (ag.regular_assessment + ag.special_assessment) / 3
WHEN 'annual' THEN (ag.regular_assessment + ag.special_assessment) / 12
ELSE ag.regular_assessment + ag.special_assessment
END) * ag.unit_count as total_monthly_income
FROM assessment_groups ag
ORDER BY ag.name
`);
@@ -25,9 +41,9 @@ export class AssessmentGroupsService {
async create(dto: any) {
const rows = await this.tenant.query(
`INSERT INTO assessment_groups (name, description, regular_assessment, special_assessment, unit_count)
VALUES ($1, $2, $3, $4, $5) RETURNING *`,
[dto.name, dto.description || null, dto.regularAssessment || 0, dto.specialAssessment || 0, dto.unitCount || 0],
`INSERT INTO assessment_groups (name, description, regular_assessment, special_assessment, unit_count, frequency)
VALUES ($1, $2, $3, $4, $5, $6) RETURNING *`,
[dto.name, dto.description || null, dto.regularAssessment || 0, dto.specialAssessment || 0, dto.unitCount || 0, dto.frequency || 'monthly'],
);
return rows[0];
}
@@ -44,6 +60,7 @@ export class AssessmentGroupsService {
if (dto.specialAssessment !== undefined) { sets.push(`special_assessment = $${idx++}`); params.push(dto.specialAssessment); }
if (dto.unitCount !== undefined) { sets.push(`unit_count = $${idx++}`); params.push(dto.unitCount); }
if (dto.isActive !== undefined) { sets.push(`is_active = $${idx++}`); params.push(dto.isActive); }
if (dto.frequency !== undefined) { sets.push(`frequency = $${idx++}`); params.push(dto.frequency); }
if (!sets.length) return this.findOne(id);
@@ -61,9 +78,27 @@ export class AssessmentGroupsService {
const rows = await this.tenant.query(`
SELECT
COUNT(*) as group_count,
COALESCE(SUM(regular_assessment * unit_count), 0) as total_monthly_operating,
COALESCE(SUM(special_assessment * unit_count), 0) as total_monthly_reserve,
COALESCE(SUM((regular_assessment + special_assessment) * unit_count), 0) as total_monthly_income,
COALESCE(SUM(
CASE frequency
WHEN 'quarterly' THEN regular_assessment / 3
WHEN 'annual' THEN regular_assessment / 12
ELSE regular_assessment
END * unit_count
), 0) as total_monthly_operating,
COALESCE(SUM(
CASE frequency
WHEN 'quarterly' THEN special_assessment / 3
WHEN 'annual' THEN special_assessment / 12
ELSE special_assessment
END * unit_count
), 0) as total_monthly_reserve,
COALESCE(SUM(
CASE frequency
WHEN 'quarterly' THEN (regular_assessment + special_assessment) / 3
WHEN 'annual' THEN (regular_assessment + special_assessment) / 12
ELSE regular_assessment + special_assessment
END * unit_count
), 0) as total_monthly_income,
COALESCE(SUM(unit_count), 0) as total_units
FROM assessment_groups WHERE is_active = true
`);