Initial commit: HOA Financial Intelligence Platform MVP

Multi-tenant financial management platform for homeowner associations featuring:
- NestJS backend with 16 modules (auth, accounts, transactions, budgets, units,
  invoices, payments, vendors, reserves, investments, capital projects, reports)
- React + Mantine frontend with dashboard, CRUD pages, and financial reports
- Schema-per-tenant PostgreSQL isolation with JWT-based tenant resolution
- Docker Compose infrastructure (nginx, backend, frontend, postgres, redis)
- Comprehensive seed data for Sunrise Valley HOA demo
- 39 API endpoints with Swagger documentation
- Double-entry bookkeeping with journal entries
- Budget vs actual reporting and Sankey cash flow visualization

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

backend/src/modules/investments/investments.controller.ts

@@ -0,0 +1,24 @@
+import { Controller, Get, Post, Put, Body, Param, UseGuards } from '@nestjs/common';
+import { ApiTags, ApiBearerAuth } from '@nestjs/swagger';
+import { JwtAuthGuard } from '../auth/guards/jwt-auth.guard';
+import { InvestmentsService } from './investments.service';
+
+@ApiTags('investments')
+@Controller('investment-accounts')
+@ApiBearerAuth()
+@UseGuards(JwtAuthGuard)
+export class InvestmentsController {
+  constructor(private service: InvestmentsService) {}
+
+  @Get()
+  findAll() { return this.service.findAll(); }
+
+  @Get(':id')
+  findOne(@Param('id') id: string) { return this.service.findOne(id); }
+
+  @Post()
+  create(@Body() dto: any) { return this.service.create(dto); }
+
+  @Put(':id')
+  update(@Param('id') id: string, @Body() dto: any) { return this.service.update(id, dto); }
+}

backend/src/modules/investments/investments.module.ts

@@ -0,0 +1,10 @@
+import { Module } from '@nestjs/common';
+import { InvestmentsController } from './investments.controller';
+import { InvestmentsService } from './investments.service';
+
+@Module({
+  controllers: [InvestmentsController],
+  providers: [InvestmentsService],
+  exports: [InvestmentsService],
+})
+export class InvestmentsModule {}

backend/src/modules/investments/investments.service.ts

@@ -0,0 +1,46 @@
+import { Injectable, NotFoundException } from '@nestjs/common';
+import { TenantService } from '../../database/tenant.service';
+
+@Injectable()
+export class InvestmentsService {
+  constructor(private tenant: TenantService) {}
+
+  async findAll() {
+    return this.tenant.query('SELECT * FROM investment_accounts WHERE is_active = true ORDER BY name');
+  }
+
+  async findOne(id: string) {
+    const rows = await this.tenant.query('SELECT * FROM investment_accounts WHERE id = $1', [id]);
+    if (!rows.length) throw new NotFoundException('Investment account not found');
+    return rows[0];
+  }
+
+  async create(dto: any) {
+    const rows = await this.tenant.query(
+      `INSERT INTO investment_accounts (name, institution, account_number_last4, investment_type,
+        fund_type, principal, interest_rate, maturity_date, purchase_date, current_value, notes)
+       VALUES ($1, $2, $3, $4, $5, $6, $7, $8, $9, $10, $11) RETURNING *`,
+      [dto.name, dto.institution, dto.account_number_last4, dto.investment_type || 'cd',
+       dto.fund_type || 'reserve', dto.principal, dto.interest_rate || 0,
+       dto.maturity_date || null, dto.purchase_date || null, dto.current_value || dto.principal, dto.notes],
+    );
+    return rows[0];
+  }
+
+  async update(id: string, dto: any) {
+    await this.findOne(id);
+    const rows = await this.tenant.query(
+      `UPDATE investment_accounts SET name = COALESCE($2, name), institution = COALESCE($3, institution),
+       account_number_last4 = COALESCE($4, account_number_last4), investment_type = COALESCE($5, investment_type),
+       fund_type = COALESCE($6, fund_type), principal = COALESCE($7, principal),
+       interest_rate = COALESCE($8, interest_rate), maturity_date = COALESCE($9, maturity_date),
+       purchase_date = COALESCE($10, purchase_date), current_value = COALESCE($11, current_value),
+       notes = COALESCE($12, notes), updated_at = NOW()
+       WHERE id = $1 RETURNING *`,
+      [id, dto.name, dto.institution, dto.account_number_last4, dto.investment_type,
+       dto.fund_type, dto.principal, dto.interest_rate, dto.maturity_date, dto.purchase_date,
+       dto.current_value, dto.notes],
+    );
+    return rows[0];
+  }
+}