3 Commits

Author	SHA1	Message	Date
olsch01	69dad7cc74	fix: resolve 5 invoice/payment issues from user feedback ... - Replace misleading 'sent' status with 'pending' (no email capability) - Show assessment group name instead of raw 'regular_assessment' type - Add owner last name to invoice table - Fix payment creation Internal Server Error (PostgreSQL $2 type cast) - Add edit/delete capability for payment records with invoice recalc Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>	2026-03-07 12:01:57 -05:00
olsch01	efa5aca35f	feat: add flexible billing frequency support for invoices ... Assessment groups can now define billing frequency (monthly, quarterly, annual) with configurable due months and due day. Invoice generation respects each group's schedule - only generating invoices when the selected month is a billing month for that group. Adds a generation preview showing which groups will be billed, period tracking on invoices, and billing period context in the payments UI. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>	2026-03-07 12:01:57 -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