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>
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@@ -63,7 +63,7 @@ END IF;
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-- Check if org exists
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SELECT id INTO v_org_id FROM shared.organizations WHERE schema_name = v_schema;
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IF v_org_id IS NULL THEN
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INSERT INTO shared.organizations (id, name, subdomain, address_line1, city, state, zip_code, schema_name)
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INSERT INTO shared.organizations (id, name, subdomain, address_line1, city, state, zip_code, schema_name, contract_number, plan_level)
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VALUES (
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uuid_generate_v4(),
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'Sunrise Valley HOA',
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@@ -72,7 +72,9 @@ IF v_org_id IS NULL THEN
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'Scottsdale',
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'AZ',
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'85255',
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v_schema
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v_schema,
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'CON-2026-001',
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'premium'
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) RETURNING id INTO v_org_id;
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INSERT INTO shared.user_organizations (user_id, organization_id, role)
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@@ -176,6 +178,7 @@ CREATE TABLE IF NOT EXISTS %I.assessment_groups (
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regular_assessment DECIMAL(10,2) NOT NULL DEFAULT 0.00,
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special_assessment DECIMAL(10,2) DEFAULT 0.00,
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unit_count INTEGER DEFAULT 0,
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frequency VARCHAR(20) DEFAULT ''monthly'',
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is_active BOOLEAN DEFAULT TRUE,
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created_at TIMESTAMPTZ DEFAULT NOW(),
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updated_at TIMESTAMPTZ DEFAULT NOW()
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