HOA_Financial_Platform

JoeBot/HOA_Financial_Platform

Fork 0

Commit Graph

Author	SHA1	Message	Date
olsch01	07347a644f	QoL tweaks: Cash Flow cards, auto-primary accounts, investment projections, Sankey filters - Dashboard: Remove tenant name/role subtitle - Cash Flow: Replace Operating/Reserve net cards with inflow vs outflow breakdown showing In/Out amounts and signed net; replace Ending Cash card with AI Financial Health status from saved recommendation - Accounts: Auto-set first asset account per fund_type as primary on creation - Investments: Add 5th summary card for projected annual interest earnings - Sankey: Add Actuals/Budget/Forecast data source toggle and All Funds/Operating/Reserve fund filter SegmentedControls with backend support for budget-based and forecast (actuals+budget) queries Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>	2026-02-27 14:22:37 -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

Author

SHA1

Message

Date

olsch01

07347a644f

QoL tweaks: Cash Flow cards, auto-primary accounts, investment projections, Sankey filters

- Dashboard: Remove tenant name/role subtitle
- Cash Flow: Replace Operating/Reserve net cards with inflow vs outflow
  breakdown showing In/Out amounts and signed net; replace Ending Cash
  card with AI Financial Health status from saved recommendation
- Accounts: Auto-set first asset account per fund_type as primary on creation
- Investments: Add 5th summary card for projected annual interest earnings
- Sankey: Add Actuals/Budget/Forecast data source toggle and
  All Funds/Operating/Reserve fund filter SegmentedControls with
  backend support for budget-based and forecast (actuals+budget) queries

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

2026-02-27 14:22:37 -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

2 Commits