3 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	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