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Initial commit: HOA Financial Intelligence Platform MVP

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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:
olsch01
2026-02-17 19:58:04 -05:00
commit 243770cea5
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91
frontend/src/pages/reports/IncomeStatementPage.tsx Normal file
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import { useState } from 'react';
import {
Title, Table, Group, Stack, Text, Card, Loader, Center, Divider, Badge,
} from '@mantine/core';
import { DateInput } from '@mantine/dates';
import { useQuery } from '@tanstack/react-query';
import api from '../../services/api';
interface AccountLine { account_number: number; name: string; amount: string; fund_type: string; }
interface IncomeStatementData {
from: string; to: string;
income: AccountLine[]; expenses: AccountLine[];
total_income: string; total_expenses: string; net_income: string;
}
export function IncomeStatementPage() {
const [from, setFrom] = useState(new Date(new Date().getFullYear(), 0, 1));
const [to, setTo] = useState(new Date());
const { data, isLoading } = useQuery<IncomeStatementData>({
queryKey: ['income-statement', from.toISOString().split('T')[0], to.toISOString().split('T')[0]],
queryFn: async () => {
const { data } = await api.get(`/reports/income-statement?from=${from.toISOString().split('T')[0]}&to=${to.toISOString().split('T')[0]}`);
return data;
},
});
const fmt = (v: string | number) => parseFloat(String(v || '0')).toLocaleString('en-US', { style: 'currency', currency: 'USD' });
if (isLoading) return <Center h={300}><Loader /></Center>;
const netIncome = parseFloat(data?.net_income || '0');
return (
<Stack>
<Group justify="space-between">
<Title order={2}>Income Statement</Title>
<Group>
<DateInput label="From" value={from} onChange={(v) => v && setFrom(v)} w={160} />
<DateInput label="To" value={to} onChange={(v) => v && setTo(v)} w={160} />
</Group>
</Group>
<Card withBorder>
<Title order={4} mb="md" c="green">Income</Title>
<Table>
<Table.Tbody>
{(data?.income || []).map((a) => (
<Table.Tr key={a.account_number}>
<Table.Td w={80}>{a.account_number}</Table.Td>
<Table.Td>{a.name} <Badge size="xs" variant="light">{a.fund_type}</Badge></Table.Td>
<Table.Td ta="right" ff="monospace" w={140}>{fmt(a.amount)}</Table.Td>
</Table.Tr>
))}
</Table.Tbody>
<Table.Tfoot>
<Table.Tr><Table.Td colSpan={2} fw={700}>Total Income</Table.Td>
<Table.Td ta="right" fw={700} ff="monospace" c="green">{fmt(data?.total_income || '0')}</Table.Td></Table.Tr>
</Table.Tfoot>
</Table>
<Divider my="md" />
<Title order={4} mb="md" c="red">Expenses</Title>
<Table>
<Table.Tbody>
{(data?.expenses || []).map((a) => (
<Table.Tr key={a.account_number}>
<Table.Td w={80}>{a.account_number}</Table.Td>
<Table.Td>{a.name} <Badge size="xs" variant="light">{a.fund_type}</Badge></Table.Td>
<Table.Td ta="right" ff="monospace" w={140}>{fmt(a.amount)}</Table.Td>
</Table.Tr>
))}
</Table.Tbody>
<Table.Tfoot>
<Table.Tr><Table.Td colSpan={2} fw={700}>Total Expenses</Table.Td>
<Table.Td ta="right" fw={700} ff="monospace" c="red">{fmt(data?.total_expenses || '0')}</Table.Td></Table.Tr>
</Table.Tfoot>
</Table>
<Divider my="md" />
<Group justify="space-between" px="sm">
<Text fw={700} size="xl">Net Income</Text>
<Text fw={700} size="xl" ff="monospace" c={netIncome >= 0 ? 'green' : 'red'}>
{fmt(data?.net_income || '0')}
</Text>
</Group>
</Card>
</Stack>
);
}