HOA_Financial_Platform

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Author	SHA1	Message	Date
olsch01	159c59734e	feat: investment scenario UX improvements and interest calculations - Refresh Recommendations now shows inline processing banner with animated progress bar while keeping existing results visible (dimmed). Auto-scrolls to AI section and shows titled notification on completion. - Investment recommendations now auto-calculate purchase and maturity dates from a configurable start date (defaults to today) in the "Add to Plan" modal, so scenarios build projections immediately. - Projection engine computes per-investment and total interest earned, ROI percentage, and total principal invested. Summary cards on the Investment Scenario detail page display these metrics prominently. - Replaced dropdown action menu with inline Edit/Execute/Remove icon buttons matching the assessment scenarios pattern. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>	2026-03-16 16:18:40 -04:00
olsch01	c8d77aaa48	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>	2026-03-16 09:52:10 -04:00

Author

SHA1

Message

Date

olsch01

159c59734e

feat: investment scenario UX improvements and interest calculations

- Refresh Recommendations now shows inline processing banner with
  animated progress bar while keeping existing results visible (dimmed).
  Auto-scrolls to AI section and shows titled notification on completion.
- Investment recommendations now auto-calculate purchase and maturity
  dates from a configurable start date (defaults to today) in the
  "Add to Plan" modal, so scenarios build projections immediately.
- Projection engine computes per-investment and total interest earned,
  ROI percentage, and total principal invested. Summary cards on the
  Investment Scenario detail page display these metrics prominently.
- Replaced dropdown action menu with inline Edit/Execute/Remove
  icon buttons matching the assessment scenarios pattern.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

2026-03-16 16:18:40 -04:00

olsch01

c8d77aaa48

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>

2026-03-16 09:52:10 -04:00

2 Commits