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

View File

@@ -0,0 +1,115 @@
import { useState } from 'react';
import {
Title, Table, Group, Button, Stack, Text, Badge, Modal,
NumberInput, Select, Loader, Center, Card,
} from '@mantine/core';
import { DateInput } from '@mantine/dates';
import { useForm } from '@mantine/form';
import { useDisclosure } from '@mantine/hooks';
import { notifications } from '@mantine/notifications';
import { IconFileInvoice, IconSend } from '@tabler/icons-react';
import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query';
import api from '../../services/api';
interface Invoice {
id: string; invoice_number: string; unit_number: string; unit_id: string;
invoice_date: string; due_date: string; invoice_type: string;
description: string; amount: string; amount_paid: string; balance_due: string;
status: string;
}
const statusColors: Record<string, string> = {
draft: 'gray', sent: 'blue', paid: 'green', partial: 'yellow', overdue: 'red', void: 'dark',
};
export function InvoicesPage() {
const [bulkOpened, { open: openBulk, close: closeBulk }] = useDisclosure(false);
const queryClient = useQueryClient();
const { data: invoices = [], isLoading } = useQuery<Invoice[]>({
queryKey: ['invoices'],
queryFn: async () => { const { data } = await api.get('/invoices'); return data; },
});
const bulkForm = useForm({
initialValues: { month: new Date().getMonth() + 1, year: new Date().getFullYear() },
});
const bulkMutation = useMutation({
mutationFn: (values: any) => api.post('/invoices/generate-bulk', values),
onSuccess: (res) => {
queryClient.invalidateQueries({ queryKey: ['invoices'] });
queryClient.invalidateQueries({ queryKey: ['journal-entries'] });
notifications.show({ message: `Generated ${res.data.created} invoices`, color: 'green' });
closeBulk();
},
onError: (err: any) => { notifications.show({ message: err.response?.data?.message || 'Error', color: 'red' }); },
});
const lateFeesMutation = useMutation({
mutationFn: () => api.post('/invoices/apply-late-fees', { grace_period_days: 15, late_fee_amount: 25 }),
onSuccess: (res) => {
queryClient.invalidateQueries({ queryKey: ['invoices'] });
notifications.show({ message: `Applied ${res.data.applied} late fees`, color: 'yellow' });
},
});
const fmt = (v: string) => parseFloat(v || '0').toLocaleString('en-US', { style: 'currency', currency: 'USD' });
if (isLoading) return <Center h={300}><Loader /></Center>;
const totalOutstanding = invoices.filter(i => i.status !== 'paid' && i.status !== 'void').reduce((s, i) => s + parseFloat(i.balance_due || '0'), 0);
return (
<Stack>
<Group justify="space-between">
<Title order={2}>Invoices</Title>
<Group>
<Button variant="outline" onClick={() => lateFeesMutation.mutate()} loading={lateFeesMutation.isPending}>Apply Late Fees</Button>
<Button leftSection={<IconSend size={16} />} onClick={openBulk}>Generate Monthly Invoices</Button>
</Group>
</Group>
<Group>
<Card withBorder p="sm"><Text size="xs" c="dimmed">Total Invoices</Text><Text fw={700}>{invoices.length}</Text></Card>
<Card withBorder p="sm"><Text size="xs" c="dimmed">Outstanding</Text><Text fw={700} c="red">{fmt(String(totalOutstanding))}</Text></Card>
</Group>
<Table striped highlightOnHover>
<Table.Thead>
<Table.Tr>
<Table.Th>Invoice #</Table.Th><Table.Th>Unit</Table.Th><Table.Th>Date</Table.Th>
<Table.Th>Due</Table.Th><Table.Th>Type</Table.Th><Table.Th ta="right">Amount</Table.Th>
<Table.Th ta="right">Paid</Table.Th><Table.Th ta="right">Balance</Table.Th><Table.Th>Status</Table.Th>
</Table.Tr>
</Table.Thead>
<Table.Tbody>
{invoices.map((i) => (
<Table.Tr key={i.id}>
<Table.Td fw={500}>{i.invoice_number}</Table.Td>
<Table.Td>{i.unit_number}</Table.Td>
<Table.Td>{new Date(i.invoice_date).toLocaleDateString()}</Table.Td>
<Table.Td>{new Date(i.due_date).toLocaleDateString()}</Table.Td>
<Table.Td><Badge size="sm" variant="light">{i.invoice_type}</Badge></Table.Td>
<Table.Td ta="right" ff="monospace">{fmt(i.amount)}</Table.Td>
<Table.Td ta="right" ff="monospace">{fmt(i.amount_paid)}</Table.Td>
<Table.Td ta="right" ff="monospace" fw={500}>{fmt(i.balance_due)}</Table.Td>
<Table.Td><Badge color={statusColors[i.status] || 'gray'} size="sm">{i.status}</Badge></Table.Td>
</Table.Tr>
))}
{invoices.length === 0 && <Table.Tr><Table.Td colSpan={9}><Text ta="center" c="dimmed" py="lg">No invoices yet</Text></Table.Td></Table.Tr>}
</Table.Tbody>
</Table>
<Modal opened={bulkOpened} onClose={closeBulk} title="Generate Monthly Assessments">
<form onSubmit={bulkForm.onSubmit((v) => bulkMutation.mutate(v))}>
<Stack>
<Group grow>
<Select label="Month" data={Array.from({length:12},(_,i)=>({value:String(i+1),label:new Date(2026,i).toLocaleString('default',{month:'long'})}))} value={String(bulkForm.values.month)} onChange={(v)=>bulkForm.setFieldValue('month',Number(v))} />
<NumberInput label="Year" {...bulkForm.getInputProps('year')} />
</Group>
<Text size="sm" c="dimmed">This will generate invoices for all active units based on their monthly assessment amount.</Text>
<Button type="submit" loading={bulkMutation.isPending}>Generate Invoices</Button>
</Stack>
</form>
</Modal>
</Stack>
);
}