JoeBot/HOA_Financial_Platform
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7d4df25d160e5e96b45925c2bf7c1386b08e1035
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4 Commits

Author SHA1 Message Date
olsch01
69dad7cc74 fix: resolve 5 invoice/payment issues from user feedback 
- Replace misleading 'sent' status with 'pending' (no email capability)
- Show assessment group name instead of raw 'regular_assessment' type
- Add owner last name to invoice table
- Fix payment creation Internal Server Error (PostgreSQL $2 type cast)
- Add edit/delete capability for payment records with invoice recalc

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-07 12:01:57 -05:00
olsch01
efa5aca35f feat: add flexible billing frequency support for invoices 
Assessment groups can now define billing frequency (monthly, quarterly,
annual) with configurable due months and due day. Invoice generation
respects each group's schedule - only generating invoices when the
selected month is a billing month for that group. Adds a generation
preview showing which groups will be billed, period tracking on
invoices, and billing period context in the payments UI.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-07 12:01:57 -05:00
olsch01
61e43212b9 Flexible budget import with auto-account creation and text-based account numbers 
Change account_number from INTEGER to VARCHAR(50) to support segmented codes
like 30-3001-0000 used by real HOA accounting systems. Budget CSV import now:
- Auto-creates income/expense accounts from CSV when they don't exist
- Infers account_type and fund_type from account number prefix conventions
- Parses currency-formatted values ($48,065.21, $(13,000.00), $-, etc.)
- Reports created accounts back to the user

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-02-21 14:24:00 -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