- Onboarding wizard: add Reserve Account step between Operating and Assessments,
redirect to Budget Planning on completion
- Dashboard: health score pending state shows clickable links to set up missing items
- Projects/Vendors: rich empty-state wizard screens with real-world examples and CTAs
- Investment Planning: auto-refresh AI recommendations when empty or stale (>30 days)
- Hide Invoices and Payments menus (see PARKING-LOT.md for re-enablement)
- Send welcome email via Resend when new members are added to a tenant
- Enforce 5-member limit for Starter/Standard/Professional plans (Enterprise unlimited)
- Cash flow forecast: only mark months as "Actual" when journal entries exist,
fixing the issue where months without data showed as actuals
- Bump version to 2026.3.19
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Add global WriteAccessGuard that blocks POST/PUT/PATCH/DELETE for viewer role
- Add @AllowViewer() decorator for endpoints viewers need (switch-org, intro-seen, AI recommendations)
- Add useIsReadOnly hook to auth store for frontend role checks
- Hide write UI (add/edit/delete/import buttons, inline editors) in all 13 data pages for viewers
- Disable inline NumberInputs on Budgets and Monthly Actuals pages for viewers
- Skip onboarding wizard for viewer role users
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Fix Accounts page: include investment accounts in Est. Monthly Interest calc,
add Fund column to investment table, split summary cards into Operating/Reserve
- Fix Cash Flow: ending balance now respects includeInvestments toggle
- Fix Budget Manager: separate operating/reserve income in summary cards
- Fix Projects: default sort by planned_date instead of name
- Add Vendors: last_negotiated date field with migration, CSV import/export
- New Quarterly Financial Report: budget vs actuals, over-budget flagging, YTD
- Enhance Dashboard: separate Operating/Reserve fund cards, expanded Quick Stats
with monthly interest, YTD interest earned, planned capital spend
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>
