JoeBot/HOA_Financial_Platform
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

fix: assessment scenarios UX tweaks and projection improvements

Browse Source 
- Reorder sidebar: Assessment Scenarios now directly under Budget Planning
- Simplify special assessment form: remove Total Amount, keep Per Unit only
- Replace Duration field from free-text installments to dropdown (one-time/quarterly/6mo/annual)
- Update Change column display to show total per-unit with duration label
- Fix Reserve Coverage to use planned capital project costs instead of budget expenses
- Include capital_projects table in projection engine alongside projects table
- Replace actions dropdown menu with inline Edit/Remove icon buttons
- Remove Refresh Projection button (projection auto-refreshes on changes)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
olsch01
2026-03-16 15:28:33 -04:00
parent 1d1073cba1
commit a98a7192bb
4 changed files with 78 additions and 58 deletions
Download Patch File Download Diff File Expand all files Collapse all files

40
backend/src/modules/board-planning/board-planning-projection.service.ts
View File

@@ -287,7 +287,7 @@ export class BoardPlanningProjectionService {
else maturityIndex[key].reserve += maturityTotal;
}
// Capital project expenses
// Capital project expenses (from unified projects table)
const projectExpenses = await this.tenant.query(`
SELECT estimated_cost, target_year, target_month, fund_source
FROM projects WHERE is_active = true AND status IN ('planned', 'in_progress') AND target_year IS NOT NULL AND estimated_cost > 0
@@ -303,6 +303,25 @@ export class BoardPlanningProjectionService {
else projectIndex[key].reserve += cost;
}
// Also include capital_projects table (Capital Planning page)
try {
const capitalProjectExpenses = await this.tenant.query(`
SELECT estimated_cost, target_year, target_month, fund_source
FROM capital_projects WHERE status IN ('planned', 'approved', 'in_progress') AND target_year IS NOT NULL AND estimated_cost > 0
`);
for (const p of capitalProjectExpenses) {
const yr = parseInt(p.target_year);
const mo = parseInt(p.target_month) || 6;
const key = `${yr}-${mo}`;
if (!projectIndex[key]) projectIndex[key] = { operating: 0, reserve: 0 };
const cost = parseFloat(p.estimated_cost) || 0;
if (p.fund_source === 'operating') projectIndex[key].operating += cost;
else projectIndex[key].reserve += cost;
}
} catch {
// capital_projects table may not exist in all tenants
}
return {
openingBalances: {
opCash: parseFloat(openingOp[0]?.total || '0'),
@@ -464,15 +483,18 @@ export class BoardPlanningProjectionService {
const minLiquidity = Math.min(...allLiquidity);
const endLiquidity = allLiquidity[allLiquidity.length - 1];
// Monthly reserve expense from budgets (approximate average)
let totalResExpense = 0;
let budgetMonths = 0;
for (const key of Object.keys(baseline.budgetsByYearMonth)) {
const b = baseline.budgetsByYearMonth[key];
if (b.resExpense > 0) { totalResExpense += b.resExpense; budgetMonths++; }
// Reserve coverage: reserve balance / avg monthly reserve expenditure from planned capital projects
let totalReserveProjectCost = 0;
const projectionYears = Math.max(1, Math.ceil(datapoints.length / 12));
for (const key of Object.keys(baseline.projectIndex)) {
totalReserveProjectCost += baseline.projectIndex[key].reserve || 0;
}
const avgMonthlyResExpense = budgetMonths > 0 ? totalResExpense / budgetMonths : 1;
const reserveCoverageMonths = (last.reserve_cash + last.reserve_investments) / Math.max(avgMonthlyResExpense, 1);
const avgMonthlyReserveExpenditure = totalReserveProjectCost > 0
? totalReserveProjectCost / (projectionYears * 12)
: 0;
const reserveCoverageMonths = avgMonthlyReserveExpenditure > 0
? (last.reserve_cash + last.reserve_investments) / avgMonthlyReserveExpenditure
: 0; // No planned projects = show 0 (N/A)
// Estimate total investment income from scenario investments
const totalInterestEarned = datapoints.reduce((sum, d, i) => {