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/payments/payments.controller.ts

@@ -0,0 +1,21 @@
+import { Controller, Get, Post, Body, Param, UseGuards, Request } from '@nestjs/common';
+import { ApiTags, ApiBearerAuth } from '@nestjs/swagger';
+import { JwtAuthGuard } from '../auth/guards/jwt-auth.guard';
+import { PaymentsService } from './payments.service';
+
+@ApiTags('payments')
+@Controller('payments')
+@ApiBearerAuth()
+@UseGuards(JwtAuthGuard)
+export class PaymentsController {
+  constructor(private paymentsService: PaymentsService) {}
+
+  @Get()
+  findAll() { return this.paymentsService.findAll(); }
+
+  @Get(':id')
+  findOne(@Param('id') id: string) { return this.paymentsService.findOne(id); }
+
+  @Post()
+  create(@Body() dto: any, @Request() req: any) { return this.paymentsService.create(dto, req.user.sub); }
+}

backend/src/modules/payments/payments.module.ts

@@ -0,0 +1,10 @@
+import { Module } from '@nestjs/common';
+import { PaymentsController } from './payments.controller';
+import { PaymentsService } from './payments.service';
+
+@Module({
+  controllers: [PaymentsController],
+  providers: [PaymentsService],
+  exports: [PaymentsService],
+})
+export class PaymentsModule {}

backend/src/modules/payments/payments.service.ts

@@ -0,0 +1,90 @@
+import { Injectable, NotFoundException, BadRequestException } from '@nestjs/common';
+import { TenantService } from '../../database/tenant.service';
+
+@Injectable()
+export class PaymentsService {
+  constructor(private tenant: TenantService) {}
+
+  async findAll() {
+    return this.tenant.query(`
+      SELECT p.*, u.unit_number, i.invoice_number
+      FROM payments p
+      JOIN units u ON u.id = p.unit_id
+      LEFT JOIN invoices i ON i.id = p.invoice_id
+      ORDER BY p.payment_date DESC, p.created_at DESC
+    `);
+  }
+
+  async findOne(id: string) {
+    const rows = await this.tenant.query(`
+      SELECT p.*, u.unit_number, i.invoice_number FROM payments p
+      JOIN units u ON u.id = p.unit_id
+      LEFT JOIN invoices i ON i.id = p.invoice_id
+      WHERE p.id = $1`, [id]);
+    if (!rows.length) throw new NotFoundException('Payment not found');
+    return rows[0];
+  }
+
+  async create(dto: any, userId: string) {
+    // Validate invoice exists and get details
+    let invoice: any = null;
+    if (dto.invoice_id) {
+      const rows = await this.tenant.query('SELECT * FROM invoices WHERE id = $1', [dto.invoice_id]);
+      if (!rows.length) throw new NotFoundException('Invoice not found');
+      invoice = rows[0];
+      if (invoice.status === 'paid') throw new BadRequestException('Invoice is already paid');
+      if (invoice.status === 'void') throw new BadRequestException('Cannot pay void invoice');
+    }
+
+    // Get fiscal period
+    const payDate = new Date(dto.payment_date);
+    let fp = await this.tenant.query(
+      'SELECT id FROM fiscal_periods WHERE year = $1 AND month = $2',
+      [payDate.getFullYear(), payDate.getMonth() + 1],
+    );
+    if (!fp.length) {
+      fp = await this.tenant.query(
+        `INSERT INTO fiscal_periods (year, month, status) VALUES ($1, $2, 'open') RETURNING id`,
+        [payDate.getFullYear(), payDate.getMonth() + 1],
+      );
+    }
+
+    // Create payment record
+    const payment = await this.tenant.query(
+      `INSERT INTO payments (unit_id, invoice_id, payment_date, amount, payment_method, reference_number, notes, received_by)
+       VALUES ($1, $2, $3, $4, $5, $6, $7, $8) RETURNING *`,
+      [dto.unit_id, dto.invoice_id || null, dto.payment_date, dto.amount, dto.payment_method || 'check',
+       dto.reference_number || null, dto.notes || null, userId],
+    );
+
+    // Create journal entry: DR Cash, CR Accounts Receivable
+    const cashAccount = await this.tenant.query(`SELECT id FROM accounts WHERE account_number = 1000`);
+    const arAccount = await this.tenant.query(`SELECT id FROM accounts WHERE account_number = 1200`);
+
+    if (cashAccount.length && arAccount.length) {
+      const je = await this.tenant.query(
+        `INSERT INTO journal_entries (entry_date, description, entry_type, fiscal_period_id, source_type, source_id, is_posted, posted_at, created_by)
+         VALUES ($1, $2, 'payment', $3, 'payment', $4, true, NOW(), $5) RETURNING id`,
+        [dto.payment_date, `Payment received - ${dto.reference_number || 'N/A'}`, fp[0].id, payment[0].id, userId],
+      );
+      await this.tenant.query(
+        `INSERT INTO journal_entry_lines (journal_entry_id, account_id, debit, credit) VALUES ($1, $2, $3, 0), ($1, $4, 0, $3)`,
+        [je[0].id, cashAccount[0].id, dto.amount, arAccount[0].id],
+      );
+      await this.tenant.query(`UPDATE payments SET journal_entry_id = $1 WHERE id = $2`, [je[0].id, payment[0].id]);
+    }
+
+    // Update invoice if linked
+    if (invoice) {
+      const newPaid = parseFloat(invoice.amount_paid) + parseFloat(dto.amount);
+      const invoiceAmt = parseFloat(invoice.amount);
+      const newStatus = newPaid >= invoiceAmt ? 'paid' : 'partial';
+      await this.tenant.query(
+        `UPDATE invoices SET amount_paid = $1, status = $2, paid_at = CASE WHEN $2 = 'paid' THEN NOW() ELSE paid_at END, updated_at = NOW() WHERE id = $3`,
+        [newPaid, newStatus, invoice.id],
+      );
+    }
+
+    return payment[0];
+  }
+}