JoeBot/HOA_Financial_Platform
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity
139 Commits 12 Branches 0 Tags
66e2f87a96e2f2e9bfbf2b1167cf140b125d314f
Commit Graph

3 Commits

Author SHA1 Message Date
olsch01
159c59734e feat: investment scenario UX improvements and interest calculations 
- Refresh Recommendations now shows inline processing banner with
  animated progress bar while keeping existing results visible (dimmed).
  Auto-scrolls to AI section and shows titled notification on completion.
- Investment recommendations now auto-calculate purchase and maturity
  dates from a configurable start date (defaults to today) in the
  "Add to Plan" modal, so scenarios build projections immediately.
- Projection engine computes per-investment and total interest earned,
  ROI percentage, and total principal invested. Summary cards on the
  Investment Scenario detail page display these metrics prominently.
- Replaced dropdown action menu with inline Edit/Execute/Remove
  icon buttons matching the assessment scenarios pattern.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-16 16:18:40 -04:00
olsch01
7ba5c414b1 fix: handle multi-component investment recommendations (CD ladders) 
When adding a multi-stage investment strategy (e.g. CD ladder) from AI
recommendations to a board planning scenario, all component investments
are now created as separate rows instead of collapsing into a single
investment. The AI prompt now instructs inclusion of a components array,
the backend loops through components to create individual scenario
investments, and the frontend passes and displays component details.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-16 15:59:56 -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