Introduces a capability layer on top of existing roles that controls
feature visibility and access. Capabilities follow an area.feature.action
taxonomy (~35 capabilities) with sensible defaults per role. Tenant admins
can customize via grant/revoke overrides stored in org settings JSONB.
Key changes:
- Add vice_president role to DB schema
- Backend: capability constants, resolution logic, CapabilityGuard (global),
@RequireCapability decorator on all 16 tenant controllers
- Frontend: permission hooks (useCanEdit, useHasCapability), CapabilityGate
component, sidebar filtering by capability, all 17 pages migrated from
useIsReadOnly to capability-based checks
- New admin UI: /settings/permissions matrix page for per-tenant role
customization with grant/revoke delta model
- GET /organizations/my-capabilities endpoint for capability refresh
- Validation of permissionOverrides in settings updates
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Fix "Manage Billing" button error for trial orgs without Stripe customer;
add fallback to retrieve customer from subscription, show helpful message
for trial users, and surface real error messages in the UI
- Add "Balance As-Of Date" field to onboarding wizard so opening balance
journal entries use the correct statement date instead of today
- Add "Total Unit Count" field to onboarding wizard assessment group step
so cash flow projections work immediately
- Remove broken budget upload step from onboarding wizard (was using legacy
budgets endpoint); replace with guidance to use Budget Planning page
- Replace bare "No budget plan lines" text with rich onboarding-style card
featuring download template and upload CSV action buttons
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Fix compound inflation: use Math.pow(1 + rate/100, yearsGap) instead of
flat rate so multi-year gaps (e.g., 2026→2029) compound annually
- Budget Planner: add CSV import flow + Download Template button; show proper
empty state when no base budget exists with Create/Import options
- Budget Manager: remove CSV import, Download Template, and Save buttons;
redirect users to Budget Planner when no budget exists for selected year
- Fix getAvailableYears to return null latestBudgetYear when no budgets exist
and include current year in year selector for fresh tenants
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Adds budget planning capability under Board Planning, allowing HOA boards
to model future year budgets with configurable per-year inflation rates.
Backend:
- New budget_plans + budget_plan_lines tables (migration 014)
- BudgetPlanningService: CRUD, inflation generation (per-month preservation),
status workflow (planning → approved → ratified), ratify-to-official copy
- 8 new API endpoints on board-planning controller
- Projection engine (both board-planning and reports) now falls back to
planned budgets via UNION ALL query when no official budget exists
- Extended year range from 3 to dynamic based on projection months
Frontend:
- BudgetPlanningPage with monthly grid table (mirrors BudgetsPage pattern)
- Year selector, inflation rate control, status progression buttons
- Inline editing with save, confirmation modals for status changes
- Manual edit tracking with visual indicator
- Summary cards for income/expense totals
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
