HOA_Financial_Platform

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Author	SHA1	Message	Date
olsch01	43b10869f0	feat: add flexible capability-based RBAC with per-tenant customization 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>	2026-04-06 15:28:14 -04:00
olsch01	01502e07bc	Implement Phase 2 features: roles, assessment groups, budget import, Kanban - Add hierarchical roles: SuperUser Admin (is_superadmin flag), Tenant Admin, Tenant User with separate /admin route and admin panel - Add Assessment Groups module for property type-based assessment rates (SFHs, Condos, Estate Lots with different regular/special rates) - Enhance Chart of Accounts: initial balance on create (with journal entry), archive/restore accounts, edit all fields including account number & fund type - Add Budget CSV import with downloadable template and account mapping - Add Capital Projects Kanban board with drag-and-drop between year columns, table/kanban view toggle, and PDF export via browser print - Update seed data with assessment groups, second test user, superadmin flag - Create repeatable reseed.sh script for clean database population - Fix AgingReportPage Mantine v7 Table prop compatibility Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>	2026-02-18 14:28:46 -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

43b10869f0

feat: add flexible capability-based RBAC with per-tenant customization

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>

2026-04-06 15:28:14 -04:00

olsch01

01502e07bc

Implement Phase 2 features: roles, assessment groups, budget import, Kanban

- Add hierarchical roles: SuperUser Admin (is_superadmin flag), Tenant Admin,
  Tenant User with separate /admin route and admin panel
- Add Assessment Groups module for property type-based assessment rates
  (SFHs, Condos, Estate Lots with different regular/special rates)
- Enhance Chart of Accounts: initial balance on create (with journal entry),
  archive/restore accounts, edit all fields including account number & fund type
- Add Budget CSV import with downloadable template and account mapping
- Add Capital Projects Kanban board with drag-and-drop between year columns,
  table/kanban view toggle, and PDF export via browser print
- Update seed data with assessment groups, second test user, superadmin flag
- Create repeatable reseed.sh script for clean database population
- Fix AgingReportPage Mantine v7 Table prop compatibility

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

2026-02-18 14:28:46 -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

3 Commits