- Fix monthly actuals showing same data for all months (SQL JOIN excluded
month filter from SUM — added je.id IS NOT NULL guard)
- Fix units displaying $0 assessment by reading from assessment group
instead of stale unit field; add special assessment column
- Replace proportional project funding with priority-based sequential
allocation — near-term items get fully funded first; add is_funding_locked
flag so users can manually lock a project's fund balance
- Remove post-creation opening balance UI (keep only initial balance on
account creation); remove redundant Fund filter dropdown from Accounts
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- CSV import/export for Units, Projects, and Vendors with match-on-name/number upsert
- Cash Flow report toggle for Cash Only vs Cash + Investments
- Per-account and bulk opening balance setting with as-of date
- Interest rate field on normal accounts with estimated monthly/annual interest display
- Mobile sidebar auto-close on navigation
- Shared CSV parsing/export utility extracted to frontend/src/utils/csv.ts
DB migration needed for existing tenants:
ALTER TABLE accounts ADD COLUMN IF NOT EXISTS interest_rate DECIMAL(6,4);
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Unify reserve_components + capital_projects into single projects model with
full CRUD backend and new Projects page frontend
- Rewrite Capital Planning to read from unified projects/planning endpoint;
add empty state directing users to Projects page when no planning items exist
- Add default designation to assessment groups with auto-set on first creation;
units now require an assessment group (pre-populated with default)
- Add primary account designation (one per fund type) and balance adjustment
via journal entries against equity offset accounts (3000/3100)
- Add computed investment fields (interest earned, maturity value, days remaining)
with PostgreSQL date arithmetic fix for DATE - DATE integer result
- Restructure sidebar: investments in Accounts tab, Year-End under Reports,
Planning section with Projects and Capital Planning
- Fix new tenant creation seeding unwanted default chart of accounts —
new tenants now start with a blank slate
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Admin panel: create tenants with org + first user, manage org status
(active/suspended/archived), contract number and plan level fields
- Units: delete with invoice check, assessment group dropdown binding
- Assessment groups: frequency field (monthly/quarterly/annual) with
income calculations normalized to monthly equivalents
- Sidebar: grouped nav sections (Financials, Assessments, Transactions,
Planning, Reports, Admin), renamed Chart of Accounts to Accounts
- Header: replaced text with SVG logo
- Capital projects: Kanban as default view, table-only PDF export,
Future category (beyond 5-year plan)
- Auth: block login for suspended/archived organizations
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
