JoeBot/HOA_Financial_Platform
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3 Commits

Author SHA1 Message Date
olsch01
f20f54b128 fix: compound inflation, budget planner CSV import, simplify budget manager 
- 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>
 2026-03-16 14:39:31 -04:00
olsch01
e6fe2314de feat: add Future Year Budget Planning with inflation-adjusted projections 
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>
 2026-03-16 10:24:18 -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