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# HOA LedgerIQ -- Payment, Onboarding & Authentication Guide
> **Version:** 2026.03.17
> **Last updated:** March 17, 2026
> **Migration:** `db/migrations/015-saas-onboarding-auth.sql`
---
## Table of Contents
1. [High-Level Flow](#1-high-level-flow)
2. [Stripe Billing & Checkout](#2-stripe-billing--checkout)
3. [Provisioning Pipeline](#3-provisioning-pipeline)
4. [Account Activation (Magic Link)](#4-account-activation-magic-link)
5. [Guided Onboarding Checklist](#5-guided-onboarding-checklist)
6. [Authentication & Sessions](#6-authentication--sessions)
7. [Multi-Factor Authentication (TOTP)](#7-multi-factor-authentication-totp)
8. [Single Sign-On (SSO)](#8-single-sign-on-sso)
9. [Passkeys (WebAuthn)](#9-passkeys-webauthn)
10. [Environment Variables Reference](#10-environment-variables-reference)
11. [Manual Intervention & Ops Tasks](#11-manual-intervention--ops-tasks)
12. [What's Stubbed vs. Production-Ready](#12-whats-stubbed-vs-production-ready)
13. [API Endpoint Reference](#13-api-endpoint-reference)
---
## 1. High-Level Flow
```
Visitor hits /pricing
|
v
Selects a plan (Starter $29 / Professional $79 / Enterprise $199)
|
v
POST /api/billing/create-checkout-session
|
v
Redirect to Stripe Checkout (hosted by Stripe)
|
v
Stripe fires `checkout.session.completed` webhook
|
v
Backend provisions: org -> schema -> user -> invite token -> "email"
|
v
Frontend polls GET /api/billing/status?session_id=xxx
| (OnboardingPendingPage polls every 3s)
v
Status returns "active" -> user is redirected to /login
|
v
User clicks activation link from "email" (logged to console + DB)
|
v
GET /activate?token=xxx -> validates token
POST /activate -> sets password + name, issues session
|
v
Redirect to /onboarding (4-step guided wizard)
|
v
Dashboard
```
---
## 2. Stripe Billing & Checkout
### Plans
| Plan ID | Name | Price | Unit Limit |
|---------------|--------------|---------|------------|
| `starter` | Starter | $29/mo | 50 units |
| `professional` | Professional | $79/mo | 200 units |
| `enterprise` | Enterprise | $199/mo | Unlimited |
### Checkout Flow
1. **Frontend** (`PricingPage.tsx`): User enters email + business name, selects a plan.
2. **API call**: `POST /api/billing/create-checkout-session`
- Body: `{ planId, email?, businessName? }`
- Returns: `{ url }` (Stripe hosted checkout URL)
- No auth required.
3. **Redirect**: Frontend does `window.location.href = url` to send user to Stripe.
4. **On success**: Stripe redirects to `/onboarding/pending?session_id={CHECKOUT_SESSION_ID}`.
5. **On cancel**: Stripe redirects back to `/pricing`.
### Webhook Events Handled
The webhook endpoint is `POST /api/webhooks/stripe`.
| Event | Action |
|-------|--------|
| `checkout.session.completed` | Triggers full provisioning pipeline |
| `invoice.payment_succeeded` | Sets org status to `active` (handles reactivation after failed payment) |
| `invoice.payment_failed` | Sends payment-failed "email" (stubbed) |
| `customer.subscription.deleted` | Sets org status to `archived` |
All webhook events are deduplicated via the `shared.stripe_events` table (idempotency by Stripe event ID).
### Stripe Customer Portal
`POST /api/billing/portal` (auth required) -- creates a Stripe Customer Portal session for managing subscription/payment methods. **Note: currently throws "not implemented" -- needs org-context customer ID lookup.**
---
## 3. Provisioning Pipeline
When `checkout.session.completed` fires, the backend runs **inline provisioning** (no background queue):
1. **Create organization** in `shared.organizations` with:
- `name` = business name from checkout metadata
- `schema_name` = `tenant_{random_12_chars}`
- `status` = `active`
- `plan_level` = selected plan
- `stripe_customer_id` + `stripe_subscription_id`
- Uses `ON CONFLICT (stripe_customer_id)` for idempotency
2. **Create tenant schema** via `TenantSchemaService.createTenantSchema()`:
- Runs the full tenant DDL (accounts, journal entries, etc.)
- Skips if schema already exists
3. **Create or find user** in `shared.users` by email:
- New users are created with `is_email_verified = false` and no password
- Existing users are reused (linked to new org)
4. **Create membership** in `shared.user_organizations`:
- Role: `president`
- Idempotent via `ON CONFLICT DO NOTHING`
5. **Generate invite token** (JWT signed with `INVITE_TOKEN_SECRET`, 72-hour expiry):
- SHA-256 hash stored in `shared.invite_tokens`
- Raw token used in activation URL
6. **Send activation "email"** (stubbed -- see section 12):
- Logged to console and `shared.email_log` table
- Contains activation URL: `{APP_URL}/activate?token={jwt}`
7. **Initialize onboarding** progress row in `shared.onboarding_progress`
### Provisioning Status Polling
`GET /api/billing/status?session_id=xxx` (no auth required)
Returns: `{ status }` where status is one of:
- `not_configured` -- Stripe not set up
- `pending` -- no customer ID yet
- `provisioning` -- org exists but not active yet
- `active` -- ready to go
The `OnboardingPendingPage` polls this every 3 seconds and redirects to `/login` once active.
---
## 4. Account Activation (Magic Link)
### Validate Token
`GET /api/auth/activate?token=xxx` (no auth required)
- Verifies JWT signature (using `INVITE_TOKEN_SECRET`)
- Checks `shared.invite_tokens` for existence, expiration, and prior use
- Returns: `{ valid, email, orgName, orgId, userId }`
### Activate Account
`POST /api/auth/activate` (no auth required)
- Body: `{ token, password, fullName }`
- Password must be >= 8 characters
- Sets `password_hash`, `first_name`, `last_name`, `is_email_verified = true`
- Marks invite token as used (`used_at = NOW()`)
- Issues full session (access token + refresh token cookie)
- Frontend redirects to `/onboarding`
### Frontend (ActivatePage.tsx)
- Validates token on mount
- Shows password setup form with strength indicator (color-coded bar)
- On success: stores auth in Zustand and navigates to `/onboarding`
---
## 5. Guided Onboarding Checklist
### Required Steps
| Step Key | UI Label | Description |
|-----------------|----------------|-------------|
| `profile` | Profile | Set up user profile |
| `workspace` | Workspace | Configure organization settings |
| `invite_member` | Invite Member | Invite at least one team member |
| `first_workflow` | First Account | Create the first chart-of-accounts entry |
### API
- `GET /api/onboarding/progress` (auth required): Returns `{ completedSteps[], completedAt, requiredSteps[] }`
- `PATCH /api/onboarding/progress` (auth required): Body `{ step }` -- marks a step complete
Steps are stored as a PostgreSQL text array. When all 4 required steps are complete, `completed_at` is set. Users can skip onboarding via a "Finish Later" button (navigates to dashboard).
### Frontend (OnboardingPage.tsx)
- Mantine Stepper with 4 steps
- Each step calls `PATCH /onboarding/progress` on completion
- Celebration screen shown when all steps are done
---
## 6. Authentication & Sessions
### Token Architecture
| Token | Type | Lifetime | Storage |
|-------|------|----------|---------|
| Access token | JWT | 1 hour | Frontend Zustand store (memory/localStorage) |
| Refresh token | Opaque (base64url, 64 bytes) | 30 days | httpOnly cookie (`ledgeriq_rt`) |
| MFA challenge | JWT | 5 minutes | Frontend state (in-memory only) |
| Invite/activation | JWT | 72 hours | URL query parameter |
### Refresh Token Flow
1. Access token expires (401 from any API call)
2. Axios interceptor catches 401, calls `POST /api/auth/refresh`
3. Refresh token is sent automatically via httpOnly cookie
4. Server validates token hash in `shared.refresh_tokens` table
5. New access token issued (refresh token is NOT rotated)
6. Original failed request is replayed with new token
7. Concurrent requests are queued during refresh (no thundering herd)
### Cookie Configuration
- Name: `ledgeriq_rt`
- Path: `/api/auth`
- httpOnly: `true`
- Secure: `true` in production, `false` in dev
- SameSite: `strict`
- Max-Age: 30 days
### Session Endpoints
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| `POST` | `/api/auth/login` | No | Email + password login |
| `POST` | `/api/auth/register` | No | Create account |
| `POST` | `/api/auth/refresh` | Cookie | Refresh access token |
| `POST` | `/api/auth/logout` | Cookie | Revoke current refresh token |
| `POST` | `/api/auth/logout-everywhere` | JWT | Revoke all user sessions |
| `POST` | `/api/auth/switch-org` | JWT | Switch org context (new tokens) |
---
## 7. Multi-Factor Authentication (TOTP)
### Setup Flow
1. User goes to Settings > Security > Two-Factor Auth tab
2. `POST /api/auth/mfa/setup` -- returns `{ qrCodeDataUrl, secret, uri }`
3. User scans QR code in authenticator app (Google Authenticator, Authy, etc.)
4. User enters 6-digit code to confirm
5. `POST /api/auth/mfa/enable` with `{ token }` -- returns `{ recoveryCodes[] }`
6. **User must save their 10 recovery codes** (displayed once, bcrypt-hashed in DB)
### Login with MFA
1. `POST /api/auth/login` returns `{ mfaRequired: true, mfaToken }` instead of session
2. Frontend shows 6-digit PIN input (or recovery code input)
3. `POST /api/auth/mfa/verify` with `{ mfaToken, token, useRecovery? }`
4. On success: full session issued (access token + refresh cookie)
### Recovery Codes
- 10 codes generated on MFA enable
- Each code is single-use (removed from array after verification)
- Codes are bcrypt-hashed in `shared.users.recovery_codes` (JSON array)
### MFA Endpoints
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| `POST` | `/api/auth/mfa/setup` | JWT | Generate QR + secret |
| `POST` | `/api/auth/mfa/enable` | JWT | Verify code and enable MFA |
| `POST` | `/api/auth/mfa/verify` | No (uses mfaToken) | Verify during login |
| `POST` | `/api/auth/mfa/disable` | JWT | Disable MFA (requires password) |
| `GET` | `/api/auth/mfa/status` | JWT | Check if MFA is enabled |
### Tech Stack
- Library: `otplib` v4 (`generateSecret`, `generateURI`, `verifySync`)
- QR codes: `qrcode` package (data URL output)
- Recovery codes: `crypto.randomBytes` + `bcryptjs`
---
## 8. Single Sign-On (SSO)
### Supported Providers
| Provider | Library | Env Vars Required |
|----------|---------|-------------------|
| Google | `passport-google-oauth20` | `GOOGLE_CLIENT_ID`, `GOOGLE_CLIENT_SECRET`, `GOOGLE_CALLBACK_URL` |
| Microsoft/Azure AD | `passport-azure-ad` | `AZURE_CLIENT_ID`, `AZURE_CLIENT_SECRET`, `AZURE_TENANT_ID`, `AZURE_CALLBACK_URL` |
SSO providers are **conditionally loaded** -- they only appear on the login page if their env vars are configured. The `GET /api/auth/sso/providers` endpoint returns `{ google: boolean, azure: boolean }`.
### SSO Login Flow
1. Frontend redirects to `/api/auth/google` or `/api/auth/azure`
2. Passport handles OAuth redirect to provider
3. Provider redirects back to `/api/auth/{provider}/callback`
4. Backend creates or links user via `SsoService.findOrCreateSsoUser()`
5. Session tokens issued, redirect to `/sso-callback?token={accessToken}`
### Account Linking
- SSO fields stored on `shared.users`: `sso_provider`, `sso_id`
- If email matches existing user, SSO is auto-linked on first login
- Users can unlink: `DELETE /api/auth/sso/unlink/:provider`
### SSO Endpoints
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| `GET` | `/api/auth/sso/providers` | No | List configured providers |
| `GET` | `/api/auth/google/callback` | No (OAuth) | Google callback |
| `GET` | `/api/auth/azure/callback` | No (OAuth) | Azure callback |
| `DELETE` | `/api/auth/sso/unlink/:provider` | JWT | Unlink SSO provider |
---
## 9. Passkeys (WebAuthn)
### Registration Flow (authenticated user)
1. `POST /api/auth/passkeys/register-options` -- returns WebAuthn creation options
2. Browser `navigator.credentials.create()` via `@simplewebauthn/browser`
3. `POST /api/auth/passkeys/register` with `{ response, deviceName? }`
4. Credential stored in `shared.user_passkeys`
### Login Flow (unauthenticated)
1. `POST /api/auth/passkeys/login-options` with `{ email? }` -- returns assertion options
2. Browser `navigator.credentials.get()` via `@simplewebauthn/browser`
3. `POST /api/auth/passkeys/login` with `{ response, challenge }`
4. Full session issued on success
### Passkey Endpoints
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| `POST` | `/api/auth/passkeys/register-options` | JWT | Get registration options |
| `POST` | `/api/auth/passkeys/register` | JWT | Complete registration |
| `POST` | `/api/auth/passkeys/login-options` | No | Get authentication options |
| `POST` | `/api/auth/passkeys/login` | No | Authenticate with passkey |
| `GET` | `/api/auth/passkeys` | JWT | List registered passkeys |
| `DELETE` | `/api/auth/passkeys/:id` | JWT | Remove a passkey |
### Configuration
- `WEBAUTHN_RP_ID` -- Relying party ID (e.g., `localhost` for dev, `yourdomain.com` for prod)
- `WEBAUTHN_RP_ORIGIN` -- Expected origin (e.g., `http://localhost` or `https://yourdomain.com`)
- Passkey removal is blocked if the user has no password and no other passkeys (prevents lockout)
---
## 10. Environment Variables Reference
### Stripe (Required for billing)
| Variable | Example | Description |
|----------|---------|-------------|
| `STRIPE_SECRET_KEY` | `sk_test_...` | Stripe secret key. Must NOT contain "placeholder" to activate. |
| `STRIPE_WEBHOOK_SECRET` | `whsec_...` | Webhook endpoint signing secret |
| `STRIPE_STARTER_PRICE_ID` | `price_...` | Stripe Price ID for Starter plan |
| `STRIPE_PROFESSIONAL_PRICE_ID` | `price_...` | Stripe Price ID for Professional plan |
| `STRIPE_ENTERPRISE_PRICE_ID` | `price_...` | Stripe Price ID for Enterprise plan |
### SSO (Optional -- features hidden when not set)
| Variable | Example | Description |
|----------|---------|-------------|
| `GOOGLE_CLIENT_ID` | `xxx.apps.googleusercontent.com` | Google OAuth client ID |
| `GOOGLE_CLIENT_SECRET` | `GOCSPX-...` | Google OAuth client secret |
| `GOOGLE_CALLBACK_URL` | `http://localhost/api/auth/google/callback` | OAuth redirect URI |
| `AZURE_CLIENT_ID` | `uuid` | Azure AD application (client) ID |
| `AZURE_CLIENT_SECRET` | `...` | Azure AD client secret |
| `AZURE_TENANT_ID` | `uuid` | Azure AD tenant (directory) ID |
| `AZURE_CALLBACK_URL` | `http://localhost/api/auth/azure/callback` | OAuth redirect URI |
### WebAuthn / Passkeys
| Variable | Default | Description |
|----------|---------|-------------|
| `WEBAUTHN_RP_ID` | `localhost` | Relying party identifier (your domain) |
| `WEBAUTHN_RP_ORIGIN` | `http://localhost` | Expected browser origin |
### Other
| Variable | Default | Description |
|----------|---------|-------------|
| `INVITE_TOKEN_SECRET` | `dev-invite-secret` | Secret for signing invite/activation JWTs. **Change in production.** |
| `APP_URL` | `http://localhost` | Base URL for generated links (activation emails, Stripe redirects) |
---
## 11. Manual Intervention & Ops Tasks
### Before Going Live
1. **Set up Stripe products and prices** in the Stripe Dashboard:
- Create 3 products (Starter, Professional, Enterprise)
- Create monthly recurring prices for each
- Copy the Price IDs into `STRIPE_STARTER_PRICE_ID`, etc.
2. **Configure the Stripe webhook** in the Stripe Dashboard:
- Endpoint URL: `https://yourdomain.com/api/webhooks/stripe`
- Events to subscribe: `checkout.session.completed`, `invoice.payment_succeeded`, `invoice.payment_failed`, `customer.subscription.deleted`
- Copy the webhook signing secret to `STRIPE_WEBHOOK_SECRET`
3. **Replace the email stub** with a real provider:
- `backend/src/modules/email/email.service.ts` currently logs to console + DB
- Swap in Resend, SendGrid, SES, or your preferred provider
- The four email methods to implement: `sendActivationEmail`, `sendWelcomeEmail`, `sendPaymentFailedEmail`, `sendInviteMemberEmail`
4. **Set production secrets**:
- `INVITE_TOKEN_SECRET` -- use a strong random string (not `dev-invite-secret`)
- `JWT_SECRET` -- already required, verify it's strong
- `WEBAUTHN_RP_ID` and `WEBAUTHN_RP_ORIGIN` -- set to your production domain
5. **Configure SSO providers** (if desired):
- Register apps in Google Cloud Console and/or Azure AD
- Set the callback URLs to your production domain
- Add client IDs and secrets to env vars
6. **Set up the Stripe Customer Portal** in Stripe Dashboard:
- Configure allowed actions (cancel, upgrade/downgrade, payment method updates)
- The `/api/billing/portal` endpoint needs the org-context customer ID lookup completed
### Ongoing Ops
7. **Refresh token cleanup**: The `RefreshTokenService.cleanupExpired()` method deletes tokens that have been expired or revoked for 7+ days. **This is not currently called on a schedule.** Options:
- Add a cron job / scheduled task that calls it periodically
- Or add a NestJS `@Cron()` decorator (requires `@nestjs/schedule`)
8. **Monitor `shared.email_log`**: While email is stubbed, activation URLs are only visible in:
- Backend console logs (look for lines starting with `EMAIL STUB`)
- The `shared.email_log` table (query: `SELECT * FROM shared.email_log ORDER BY sent_at DESC`)
9. **Finding activation URLs manually** (dev/testing):
```sql
SELECT to_email, metadata->>'activationUrl' AS url, sent_at
FROM shared.email_log
WHERE template = 'activation'
ORDER BY sent_at DESC
LIMIT 10;
```
10. **Resend an activation email**: `POST /api/auth/resend-activation` with `{ email }` is stubbed (always returns success). To manually generate a new token:
```sql
-- Find the user and org
SELECT u.id AS user_id, uo.organization_id
FROM shared.users u
JOIN shared.user_organizations uo ON uo.user_id = u.id
WHERE u.email = 'user@example.com';
```
Then call `authService.generateInviteToken(userId, orgId, email)` or trigger a fresh checkout.
11. **Deprovisioning / cancellation**: When a Stripe subscription is deleted, the org is set to `archived`. Archived orgs:
- Block login (users see "Your organization has been suspended")
- Block API access (403 on org-scoped endpoints)
- Data is preserved (schema is NOT deleted)
- To restore: update `status` back to `active` in `shared.organizations`
---
## 12. What's Stubbed vs. Production-Ready
| Component | Status | Notes |
|-----------|--------|-------|
| Stripe Checkout | **Ready** (test mode) | Switch to live keys for production |
| Stripe Webhooks | **Ready** | Signature verification, idempotency, event dispatch all implemented |
| Stripe Customer Portal | **Stubbed** | Endpoint exists but needs org-context customer ID lookup |
| Provisioning (org + schema + user) | **Ready** | Inline (synchronous). Consider BullMQ queue for production scale. |
| Email service | **Stubbed** | Logs to console + `shared.email_log`. Replace with real SMTP/API provider. |
| Activation (magic link) | **Ready** | Works end-to-end (token generation, validation, password set, session issue) |
| Onboarding checklist | **Ready** | Server-side progress tracking, step completion, UI wizard |
| Refresh tokens | **Ready** | Creation, validation, revocation, cleanup method (needs scheduling) |
| TOTP MFA | **Ready** | Setup, enable, verify, recovery codes, disable |
| SSO (Google) | **Ready** (needs keys) | Conditional loading, user creation/linking |
| SSO (Azure AD) | **Ready** (needs keys) | Uses deprecated `passport-azure-ad` (works, consider `@azure/msal-node`) |
| Passkeys (WebAuthn) | **Ready** | Registration, authentication, removal with lockout protection |
| Resend activation | **Stubbed** | Always returns success, no actual email sent |
---
## 13. API Endpoint Reference
### Billing (no auth unless noted)
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| `POST` | `/api/billing/create-checkout-session` | No | Create Stripe Checkout, returns `{ url }` |
| `POST` | `/api/webhooks/stripe` | Stripe sig | Webhook receiver |
| `GET` | `/api/billing/status?session_id=` | No | Poll provisioning status |
| `POST` | `/api/billing/portal` | JWT | Stripe Customer Portal (stubbed) |
### Auth
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| `POST` | `/api/auth/register` | No | Register new user |
| `POST` | `/api/auth/login` | No | Login (may return MFA challenge) |
| `POST` | `/api/auth/refresh` | Cookie | Refresh access token |
| `POST` | `/api/auth/logout` | Cookie | Logout current session |
| `POST` | `/api/auth/logout-everywhere` | JWT | Revoke all sessions |
| `GET` | `/api/auth/activate?token=` | No | Validate activation token |
| `POST` | `/api/auth/activate` | No | Set password + activate |
| `POST` | `/api/auth/resend-activation` | No | Resend activation (stubbed) |
| `GET` | `/api/auth/profile` | JWT | Get user profile |
| `POST` | `/api/auth/switch-org` | JWT | Switch organization |
### MFA
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| `POST` | `/api/auth/mfa/setup` | JWT | Generate QR code + secret |
| `POST` | `/api/auth/mfa/enable` | JWT | Enable MFA with TOTP code |
| `POST` | `/api/auth/mfa/verify` | mfaToken | Verify during login |
| `POST` | `/api/auth/mfa/disable` | JWT | Disable (requires password) |
| `GET` | `/api/auth/mfa/status` | JWT | Check MFA status |
### SSO
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| `GET` | `/api/auth/sso/providers` | No | List available providers |
| `GET` | `/api/auth/google/callback` | OAuth | Google callback handler |
| `GET` | `/api/auth/azure/callback` | OAuth | Azure callback handler |
| `DELETE` | `/api/auth/sso/unlink/:provider` | JWT | Unlink SSO account |
### Passkeys
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| `POST` | `/api/auth/passkeys/register-options` | JWT | Get registration options |
| `POST` | `/api/auth/passkeys/register` | JWT | Complete registration |
| `POST` | `/api/auth/passkeys/login-options` | No | Get authentication options |
| `POST` | `/api/auth/passkeys/login` | No | Authenticate with passkey |
| `GET` | `/api/auth/passkeys` | JWT | List user's passkeys |
| `DELETE` | `/api/auth/passkeys/:id` | JWT | Remove a passkey |
### Onboarding
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| `GET` | `/api/onboarding/progress` | JWT | Get onboarding progress |
| `PATCH` | `/api/onboarding/progress` | JWT | Mark step complete |
---
## Database Tables Added (Migration 015)
| Table | Purpose |
|-------|---------|
| `shared.refresh_tokens` | Stores SHA-256 hashed refresh tokens with expiry/revocation |
| `shared.stripe_events` | Idempotency ledger for Stripe webhook events |
| `shared.invite_tokens` | Tracks activation/invite magic links |
| `shared.onboarding_progress` | Per-org onboarding step completion |
| `shared.user_passkeys` | WebAuthn credential storage |
| `shared.email_log` | Stubbed email audit trail |
Columns added to existing tables:
- `shared.organizations`: `stripe_customer_id`, `stripe_subscription_id`, `trial_ends_at`
- `shared.users`: `totp_verified_at`, `recovery_codes`, `webauthn_challenge`

4
frontend/package-lock.json generated
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@@ -1,12 +1,12 @@
{ {
"name": "hoa-ledgeriq-frontend", "name": "hoa-ledgeriq-frontend",
"version": "2026.3.11", "version": "2026.3.17",
"lockfileVersion": 3, "lockfileVersion": 3,
"requires": true, "requires": true,
"packages": { "packages": {
"": { "": {
"name": "hoa-ledgeriq-frontend", "name": "hoa-ledgeriq-frontend",
"version": "2026.3.11", "version": "2026.3.17",
"dependencies": { "dependencies": {
"@mantine/core": "^7.15.3", "@mantine/core": "^7.15.3",
"@mantine/dates": "^7.15.3", "@mantine/dates": "^7.15.3",

32
frontend/src/components/layout/Sidebar.tsx
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@@ -17,11 +17,9 @@ import {
IconChartAreaLine, IconChartAreaLine,
IconClipboardCheck, IconClipboardCheck,
IconSparkles, IconSparkles,
IconHeartRateMonitor,
IconCalculator, IconCalculator,
IconGitCompare, IconGitCompare,
IconScale, IconScale,
IconSettings,
} from '@tabler/icons-react'; } from '@tabler/icons-react';
import { useAuthStore } from '../../stores/authStore'; import { useAuthStore } from '../../stores/authStore';
@@ -47,14 +45,6 @@ const navSections = [
{ label: 'Assessment Groups', icon: IconCategory, path: '/assessment-groups', tourId: 'nav-assessment-groups' }, { label: 'Assessment Groups', icon: IconCategory, path: '/assessment-groups', tourId: 'nav-assessment-groups' },
], ],
}, },
{
label: 'Transactions',
items: [
{ label: 'Transactions', icon: IconReceipt, path: '/transactions', tourId: 'nav-transactions' },
{ label: 'Invoices', icon: IconFileInvoice, path: '/invoices' },
{ label: 'Payments', icon: IconCash, path: '/payments' },
],
},
{ {
label: 'Board Planning', label: 'Board Planning',
items: [ items: [
@@ -68,12 +58,8 @@ const navSections = [
{ {
label: 'Assessment Scenarios', icon: IconCalculator, path: '/board-planning/assessments', label: 'Assessment Scenarios', icon: IconCalculator, path: '/board-planning/assessments',
}, },
{ { label: 'Investment Planning', icon: IconSparkles, path: '/investment-planning', tourId: 'nav-investment-planning' },
label: 'Investment Planning', icon: IconSparkles, path: '/investment-planning', tourId: 'nav-investment-planning', { label: 'Investment Scenarios', icon: IconScale, path: '/board-planning/investments' },
children: [
{ label: 'Investment Scenarios', path: '/board-planning/investments' },
],
},
{ label: 'Compare Scenarios', icon: IconGitCompare, path: '/board-planning/compare' }, { label: 'Compare Scenarios', icon: IconGitCompare, path: '/board-planning/compare' },
], ],
}, },
@@ -83,6 +69,14 @@ const navSections = [
{ label: 'Vendors', icon: IconUsers, path: '/vendors' }, { label: 'Vendors', icon: IconUsers, path: '/vendors' },
], ],
}, },
{
label: 'Transactions',
items: [
{ label: 'Transactions', icon: IconReceipt, path: '/transactions', tourId: 'nav-transactions' },
{ label: 'Invoices', icon: IconFileInvoice, path: '/invoices' },
{ label: 'Payments', icon: IconCash, path: '/payments' },
],
},
{ {
label: 'Reports', label: 'Reports',
items: [ items: [
@@ -103,12 +97,6 @@ const navSections = [
}, },
], ],
}, },
{
label: 'Account',
items: [
{ label: 'Settings', icon: IconSettings, path: '/settings' },
],
},
]; ];
interface SidebarProps { interface SidebarProps {

6
frontend/src/main.tsx
View File

@@ -9,7 +9,7 @@ import '@mantine/core/styles.css';
import '@mantine/dates/styles.css'; import '@mantine/dates/styles.css';
import '@mantine/notifications/styles.css'; import '@mantine/notifications/styles.css';
import { App } from './App'; import { App } from './App';
import { theme } from './theme/theme'; import { defaultTheme, compactTheme } from './theme/theme';
import { usePreferencesStore } from './stores/preferencesStore'; import { usePreferencesStore } from './stores/preferencesStore';
const queryClient = new QueryClient({ const queryClient = new QueryClient({
@@ -24,9 +24,11 @@ const queryClient = new QueryClient({
function Root() { function Root() {
const colorScheme = usePreferencesStore((s) => s.colorScheme); const colorScheme = usePreferencesStore((s) => s.colorScheme);
const compactView = usePreferencesStore((s) => s.compactView);
const activeTheme = compactView ? compactTheme : defaultTheme;
return ( return (
<MantineProvider theme={theme} forceColorScheme={colorScheme}> <MantineProvider theme={activeTheme} forceColorScheme={colorScheme}>
<Notifications position="top-right" /> <Notifications position="top-right" />
<ModalsProvider> <ModalsProvider>
<QueryClientProvider client={queryClient}> <QueryClientProvider client={queryClient}>

4
frontend/src/pages/preferences/UserPreferencesPage.tsx
View File

@@ -10,7 +10,7 @@ import { usePreferencesStore } from '../../stores/preferencesStore';
export function UserPreferencesPage() { export function UserPreferencesPage() {
const { user, currentOrg } = useAuthStore(); const { user, currentOrg } = useAuthStore();
const { colorScheme, toggleColorScheme } = usePreferencesStore(); const { colorScheme, toggleColorScheme, compactView, toggleCompactView } = usePreferencesStore();
return ( return (
<Stack> <Stack>
@@ -78,7 +78,7 @@ export function UserPreferencesPage() {
<Text size="sm">Compact View</Text> <Text size="sm">Compact View</Text>
<Text size="xs" c="dimmed">Reduce spacing in tables and lists</Text> <Text size="xs" c="dimmed">Reduce spacing in tables and lists</Text>
</div> </div>
<Switch disabled /> <Switch checked={compactView} onChange={toggleCompactView} />
</Group> </Group>
<Divider /> <Divider />
<Text size="xs" c="dimmed" ta="center">More display preferences coming in a future release</Text> <Text size="xs" c="dimmed" ta="center">More display preferences coming in a future release</Text>

12
frontend/src/pages/settings/SettingsPage.tsx
View File

@@ -1,7 +1,7 @@
import { useState } from 'react'; import { useState } from 'react';
import { import {
Title, Text, Card, Stack, Group, SimpleGrid, Badge, ThemeIcon, Divider, Title, Text, Card, Stack, Group, SimpleGrid, Badge, ThemeIcon, Divider,
Tabs, Button, Tabs, Button, Switch,
} from '@mantine/core'; } from '@mantine/core';
import { import {
IconBuilding, IconUser, IconSettings, IconShieldLock, IconBuilding, IconUser, IconSettings, IconShieldLock,
@@ -9,6 +9,7 @@ import {
} from '@tabler/icons-react'; } from '@tabler/icons-react';
import { notifications } from '@mantine/notifications'; import { notifications } from '@mantine/notifications';
import { useAuthStore } from '../../stores/authStore'; import { useAuthStore } from '../../stores/authStore';
import { usePreferencesStore } from '../../stores/preferencesStore';
import { MfaSettings } from './MfaSettings'; import { MfaSettings } from './MfaSettings';
import { PasskeySettings } from './PasskeySettings'; import { PasskeySettings } from './PasskeySettings';
import { LinkedAccounts } from './LinkedAccounts'; import { LinkedAccounts } from './LinkedAccounts';
@@ -16,6 +17,7 @@ import api from '../../services/api';
export function SettingsPage() { export function SettingsPage() {
const { user, currentOrg } = useAuthStore(); const { user, currentOrg } = useAuthStore();
const { compactView, toggleCompactView } = usePreferencesStore();
const [loggingOutAll, setLoggingOutAll] = useState(false); const [loggingOutAll, setLoggingOutAll] = useState(false);
const handleLogoutEverywhere = async () => { const handleLogoutEverywhere = async () => {
@@ -112,6 +114,14 @@ export function SettingsPage() {
<Text size="sm" c="dimmed">API</Text> <Text size="sm" c="dimmed">API</Text>
<Text size="sm" ff="monospace" c="dimmed">/api/docs</Text> <Text size="sm" ff="monospace" c="dimmed">/api/docs</Text>
</Group> </Group>
<Divider />
<Group justify="space-between">
<div>
<Text size="sm">Compact View</Text>
<Text size="xs" c="dimmed">Reduce spacing in tables and lists</Text>
</div>
<Switch checked={compactView} onChange={toggleCompactView} />
</Group>
</Stack> </Stack>
</Card> </Card>

7
frontend/src/stores/preferencesStore.ts
View File

@@ -5,19 +5,26 @@ type ColorScheme = 'light' | 'dark';
interface PreferencesState { interface PreferencesState {
colorScheme: ColorScheme; colorScheme: ColorScheme;
compactView: boolean;
toggleColorScheme: () => void; toggleColorScheme: () => void;
setColorScheme: (scheme: ColorScheme) => void; setColorScheme: (scheme: ColorScheme) => void;
toggleCompactView: () => void;
setCompactView: (compact: boolean) => void;
} }
export const usePreferencesStore = create<PreferencesState>()( export const usePreferencesStore = create<PreferencesState>()(
persist( persist(
(set) => ({ (set) => ({
colorScheme: 'light', colorScheme: 'light',
compactView: false,
toggleColorScheme: () => toggleColorScheme: () =>
set((state) => ({ set((state) => ({
colorScheme: state.colorScheme === 'light' ? 'dark' : 'light', colorScheme: state.colorScheme === 'light' ? 'dark' : 'light',
})), })),
setColorScheme: (scheme) => set({ colorScheme: scheme }), setColorScheme: (scheme) => set({ colorScheme: scheme }),
toggleCompactView: () =>
set((state) => ({ compactView: !state.compactView })),
setCompactView: (compact) => set({ compactView: compact }),
}), }),
{ {
name: 'ledgeriq-preferences', name: 'ledgeriq-preferences',

53
frontend/src/theme/theme.ts
View File

@@ -1,10 +1,57 @@
import { createTheme } from '@mantine/core'; import { createTheme } from '@mantine/core';
export const theme = createTheme({ const baseFontFamily = '-apple-system, BlinkMacSystemFont, Segoe UI, Roboto, sans-serif';
export const defaultTheme = createTheme({
primaryColor: 'blue', primaryColor: 'blue',
fontFamily: '-apple-system, BlinkMacSystemFont, Segoe UI, Roboto, sans-serif', fontFamily: baseFontFamily,
headings: { headings: {
fontFamily: '-apple-system, BlinkMacSystemFont, Segoe UI, Roboto, sans-serif', fontFamily: baseFontFamily,
}, },
defaultRadius: 'md', defaultRadius: 'md',
}); });
export const compactTheme = createTheme({
primaryColor: 'blue',
fontFamily: baseFontFamily,
headings: {
fontFamily: baseFontFamily,
},
defaultRadius: 'md',
spacing: {
xs: '4px',
sm: '6px',
md: '10px',
lg: '12px',
xl: '16px',
},
fontSizes: {
xs: '11px',
sm: '12px',
md: '13px',
lg: '15px',
xl: '18px',
},
components: {
Table: {
defaultProps: {
verticalSpacing: 'xs',
horizontalSpacing: 'xs',
fz: 'sm',
},
},
Card: {
defaultProps: {
padding: 'sm',
},
},
AppShell: {
defaultProps: {
padding: 'xs',
},
},
},
});
/** @deprecated Use `defaultTheme` or `compactTheme` instead */
export const theme = defaultTheme;