2 Commits

Author	SHA1	Message	Date
olsch01	a98a7192bb	fix: assessment scenarios UX tweaks and projection improvements ... - 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>	2026-03-16 15:28:33 -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