feat: add Board Planning module with investment/assessment scenario modeling

Implements Phase 11 Forecasting Tools - a "what-if" scenario planning system
for HOA boards to model financial decisions before committing.

Backend:
- 3 new tenant-scoped tables: board_scenarios, scenario_investments, scenario_assessments
- Migration script (013) for existing tenants
- Full CRUD service for scenarios, investments, and assessments
- Projection engine adapted from cash flow forecast with investment/assessment deltas
- Scenario comparison endpoint (up to 4 scenarios)
- Investment execution flow: converts planned → real investment_accounts + journal entry

Frontend:
- New "Board Planning" sidebar section with 3 pages
- Investment Scenarios: list, create, detail with investments table + timeline
- Assessment Scenarios: list, create, detail with changes table
- Scenario Comparison: multi-select overlay chart + summary metrics
- Shared components: ProjectionChart, InvestmentTimeline, ScenarioCard, forms
- AI Recommendation → Investment Plan integration (Story 1A)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
2026-03-16 09:52:10 -04:00
parent b13fbfe8c7
commit c8d77aaa48
20 changed files with 2901 additions and 1 deletions

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import { useState } from 'react';
import { Title, Text, Stack, Group, Button, SimpleGrid, Modal, TextInput, Textarea, Loader, Center } from '@mantine/core';
import { IconPlus } from '@tabler/icons-react';
import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query';
import { useNavigate } from 'react-router-dom';
import { notifications } from '@mantine/notifications';
import api from '../../services/api';
import { ScenarioCard } from './components/ScenarioCard';
export function InvestmentScenariosPage() {
const navigate = useNavigate();
const queryClient = useQueryClient();
const [createOpen, setCreateOpen] = useState(false);
const [editScenario, setEditScenario] = useState<any>(null);
const [form, setForm] = useState({ name: '', description: '' });
const { data: scenarios, isLoading } = useQuery<any[]>({
queryKey: ['board-planning-scenarios', 'investment'],
queryFn: async () => {
const { data } = await api.get('/board-planning/scenarios?type=investment');
return data;
},
});
const createMutation = useMutation({
mutationFn: (dto: any) => api.post('/board-planning/scenarios', dto),
onSuccess: (res) => {
queryClient.invalidateQueries({ queryKey: ['board-planning-scenarios'] });
setCreateOpen(false);
setForm({ name: '', description: '' });
notifications.show({ message: 'Scenario created', color: 'green' });
navigate(`/board-planning/investments/${res.data.id}`);
},
});
const updateMutation = useMutation({
mutationFn: ({ id, ...dto }: any) => api.put(`/board-planning/scenarios/${id}`, dto),
onSuccess: () => {
queryClient.invalidateQueries({ queryKey: ['board-planning-scenarios'] });
setEditScenario(null);
notifications.show({ message: 'Scenario updated', color: 'green' });
},
});
const deleteMutation = useMutation({
mutationFn: (id: string) => api.delete(`/board-planning/scenarios/${id}`),
onSuccess: () => {
queryClient.invalidateQueries({ queryKey: ['board-planning-scenarios'] });
notifications.show({ message: 'Scenario archived', color: 'orange' });
},
});
if (isLoading) return <Center h={400}><Loader size="lg" /></Center>;
return (
<Stack>
<Group justify="space-between" align="flex-start">
<div>
<Title order={2}>Investment Scenarios</Title>
<Text c="dimmed" size="sm">
Model different investment strategies and compare their impact on liquidity and income
</Text>
</div>
<Button leftSection={<IconPlus size={16} />} onClick={() => setCreateOpen(true)}>
New Scenario
</Button>
</Group>
{scenarios && scenarios.length > 0 ? (
<SimpleGrid cols={{ base: 1, sm: 2, lg: 3 }}>
{scenarios.map((s) => (
<ScenarioCard
key={s.id}
scenario={s}
onClick={() => navigate(`/board-planning/investments/${s.id}`)}
onEdit={() => { setEditScenario(s); setForm({ name: s.name, description: s.description || '' }); }}
onDelete={() => deleteMutation.mutate(s.id)}
/>
))}
</SimpleGrid>
) : (
<Center py="xl">
<Stack align="center" gap="sm">
<Text c="dimmed">No investment scenarios yet</Text>
<Text size="sm" c="dimmed" maw={400} ta="center">
Create a scenario to model investment allocations, timing, and their impact on reserves and liquidity.
</Text>
</Stack>
</Center>
)}
{/* Create Modal */}
<Modal opened={createOpen} onClose={() => setCreateOpen(false)} title="New Investment Scenario">
<Stack>
<TextInput label="Name" required value={form.name} onChange={(e) => setForm({ ...form, name: e.target.value })} placeholder="e.g. Conservative CD Ladder" />
<Textarea label="Description" value={form.description} onChange={(e) => setForm({ ...form, description: e.target.value })} placeholder="Describe this investment strategy..." />
<Group justify="flex-end">
<Button variant="default" onClick={() => setCreateOpen(false)}>Cancel</Button>
<Button
onClick={() => createMutation.mutate({ name: form.name, description: form.description, scenarioType: 'investment' })}
loading={createMutation.isPending}
disabled={!form.name}
>
Create Scenario
</Button>
</Group>
</Stack>
</Modal>
{/* Edit Modal */}
<Modal opened={!!editScenario} onClose={() => setEditScenario(null)} title="Edit Scenario">
<Stack>
<TextInput label="Name" required value={form.name} onChange={(e) => setForm({ ...form, name: e.target.value })} />
<Textarea label="Description" value={form.description} onChange={(e) => setForm({ ...form, description: e.target.value })} />
<Group justify="flex-end">
<Button variant="default" onClick={() => setEditScenario(null)}>Cancel</Button>
<Button
onClick={() => updateMutation.mutate({ id: editScenario.id, name: form.name, description: form.description })}
loading={updateMutation.isPending}
>
Save Changes
</Button>
</Group>
</Stack>
</Modal>
</Stack>
);
}