JoeBot/HOA_Financial_Platform
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3 Commits

Author SHA1 Message Date
olsch01
45a267d787 Quality-of-life enhancements: CSV import/export, opening balances, interest rates, mobile UX 
- 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>
 2026-02-25 09:13:51 -05:00
olsch01
17fdacc0f2 Phase 2 tweaks: admin tenant creation, unit delete, frequency, UI overhaul 
- 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>
 2026-02-18 20:00:16 -05:00
olsch01
243770cea5 Initial commit: HOA Financial Intelligence Platform MVP 
Multi-tenant financial management platform for homeowner associations featuring:
- NestJS backend with 16 modules (auth, accounts, transactions, budgets, units,
  invoices, payments, vendors, reserves, investments, capital projects, reports)
- React + Mantine frontend with dashboard, CRUD pages, and financial reports
- Schema-per-tenant PostgreSQL isolation with JWT-based tenant resolution
- Docker Compose infrastructure (nginx, backend, frontend, postgres, redis)
- Comprehensive seed data for Sunrise Valley HOA demo
- 39 API endpoints with Swagger documentation
- Double-entry bookkeeping with journal entries
- Budget vs actual reporting and Sankey cash flow visualization

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-02-17 19:58:04 -05:00