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>
This commit is contained in:
2026-02-17 19:58:04 -05:00
commit 243770cea5
118 changed files with 8569 additions and 0 deletions

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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 { UnitsService } from './units.service';
@ApiTags('units')
@Controller('units')
@ApiBearerAuth()
@UseGuards(JwtAuthGuard)
export class UnitsController {
constructor(private unitsService: UnitsService) {}
@Get()
findAll() { return this.unitsService.findAll(); }
@Get(':id')
findOne(@Param('id') id: string) { return this.unitsService.findOne(id); }
@Post()
create(@Body() dto: any) { return this.unitsService.create(dto); }
@Put(':id')
update(@Param('id') id: string, @Body() dto: any) { return this.unitsService.update(id, dto); }
}

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import { Module } from '@nestjs/common';
import { UnitsController } from './units.controller';
import { UnitsService } from './units.service';
@Module({
controllers: [UnitsController],
providers: [UnitsService],
exports: [UnitsService],
})
export class UnitsModule {}

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import { Injectable, NotFoundException, BadRequestException } from '@nestjs/common';
import { TenantService } from '../../database/tenant.service';
@Injectable()
export class UnitsService {
constructor(private tenant: TenantService) {}
async findAll() {
return this.tenant.query(`
SELECT u.*,
COALESCE((
SELECT SUM(i.amount - i.amount_paid)
FROM invoices i
WHERE i.unit_id = u.id AND i.status NOT IN ('paid', 'void', 'written_off')
), 0) as balance_due
FROM units u ORDER BY u.unit_number
`);
}
async findOne(id: string) {
const rows = await this.tenant.query('SELECT * FROM units WHERE id = $1', [id]);
if (!rows.length) throw new NotFoundException('Unit not found');
return rows[0];
}
async create(dto: any) {
const existing = await this.tenant.query('SELECT id FROM units WHERE unit_number = $1', [dto.unit_number]);
if (existing.length) throw new BadRequestException(`Unit ${dto.unit_number} already exists`);
const rows = await this.tenant.query(
`INSERT INTO units (unit_number, address_line1, city, state, zip_code, owner_name, owner_email, owner_phone, monthly_assessment)
VALUES ($1, $2, $3, $4, $5, $6, $7, $8, $9) RETURNING *`,
[dto.unit_number, dto.address_line1, dto.city, dto.state, dto.zip_code, dto.owner_name, dto.owner_email, dto.owner_phone, dto.monthly_assessment || 0],
);
return rows[0];
}
async update(id: string, dto: any) {
await this.findOne(id);
const rows = await this.tenant.query(
`UPDATE units SET unit_number = COALESCE($2, unit_number), address_line1 = COALESCE($3, address_line1),
city = COALESCE($4, city), state = COALESCE($5, state), zip_code = COALESCE($6, zip_code),
owner_name = COALESCE($7, owner_name), owner_email = COALESCE($8, owner_email),
owner_phone = COALESCE($9, owner_phone), monthly_assessment = COALESCE($10, monthly_assessment),
status = COALESCE($11, status), updated_at = NOW()
WHERE id = $1 RETURNING *`,
[id, dto.unit_number, dto.address_line1, dto.city, dto.state, dto.zip_code, dto.owner_name, dto.owner_email, dto.owner_phone, dto.monthly_assessment, dto.status],
);
return rows[0];
}
}