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

- 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:
2026-02-18 20:00:16 -05:00
parent 01502e07bc
commit 17fdacc0f2
20 changed files with 992 additions and 148 deletions

View File

@@ -13,8 +13,10 @@ CREATE TABLE shared.organizations (
name VARCHAR(255) NOT NULL,
schema_name VARCHAR(63) NOT NULL UNIQUE,
subdomain VARCHAR(63) UNIQUE,
status VARCHAR(20) DEFAULT 'active' CHECK (status IN ('active', 'suspended', 'trial')),
status VARCHAR(20) DEFAULT 'active' CHECK (status IN ('active', 'suspended', 'trial', 'archived')),
settings JSONB DEFAULT '{}',
contract_number VARCHAR(100),
plan_level VARCHAR(50) DEFAULT 'standard' CHECK (plan_level IN ('standard', 'premium', 'enterprise')),
address_line1 VARCHAR(255),
address_line2 VARCHAR(255),
city VARCHAR(100),