Move useMemo hook above early returns to satisfy React Rules of Hooks,
fixing blank screen when navigating to scenario detail. Also re-fetch
scenario after projection updates so auto-renew renewal records appear
automatically without requiring manual navigation.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Lock InvestmentTimeline and ProjectionChart to shared X axis range
- Auto-create renewal scenario_investments records when auto_renew is true
- Add fund transfer mechanism between asset accounts with journal entries
- Add Capital Planning Report (5-year forecast grouped by category)
- Add Upcoming Investment Activities dashboard card (maturities + planned purchases)
- Bump version to 2026.3.24
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Fix "Manage Billing" button error for trial orgs without Stripe customer;
add fallback to retrieve customer from subscription, show helpful message
for trial users, and surface real error messages in the UI
- Add "Balance As-Of Date" field to onboarding wizard so opening balance
journal entries use the correct statement date instead of today
- Add "Total Unit Count" field to onboarding wizard assessment group step
so cash flow projections work immediately
- Remove broken budget upload step from onboarding wizard (was using legacy
budgets endpoint); replace with guidance to use Budget Planning page
- Replace bare "No budget plan lines" text with rich onboarding-style card
featuring download template and upload CSV action buttons
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Remove the 4 summary cards from the Cash Flow page as they don't
properly represent the story over time. Increase gradient opacity
on stacked area charts (cash flow and investment scenarios) from
0.3-0.4/0-0.05 to 0.6/0.15 for better visual shading.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- 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>
- Reorder sidebar: Assessment Scenarios now directly under Budget Planning
- Simplify special assessment form: remove Total Amount, keep Per Unit only
- Replace Duration field from free-text installments to dropdown (one-time/quarterly/6mo/annual)
- Update Change column display to show total per-unit with duration label
- Fix Reserve Coverage to use planned capital project costs instead of budget expenses
- Include capital_projects table in projection engine alongside projects table
- Replace actions dropdown menu with inline Edit/Remove icon buttons
- Remove Refresh Projection button (projection auto-refreshes on changes)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Fix compound inflation: use Math.pow(1 + rate/100, yearsGap) instead of
flat rate so multi-year gaps (e.g., 2026→2029) compound annually
- Budget Planner: add CSV import flow + Download Template button; show proper
empty state when no base budget exists with Create/Import options
- Budget Manager: remove CSV import, Download Template, and Save buttons;
redirect users to Budget Planner when no budget exists for selected year
- Fix getAvailableYears to return null latestBudgetYear when no budgets exist
and include current year in year selector for fresh tenants
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Adds budget planning capability under Board Planning, allowing HOA boards
to model future year budgets with configurable per-year inflation rates.
Backend:
- New budget_plans + budget_plan_lines tables (migration 014)
- BudgetPlanningService: CRUD, inflation generation (per-month preservation),
status workflow (planning → approved → ratified), ratify-to-official copy
- 8 new API endpoints on board-planning controller
- Projection engine (both board-planning and reports) now falls back to
planned budgets via UNION ALL query when no official budget exists
- Extended year range from 3 to dynamic based on projection months
Frontend:
- BudgetPlanningPage with monthly grid table (mirrors BudgetsPage pattern)
- Year selector, inflation rate control, status progression buttons
- Inline editing with save, confirmation modals for status changes
- Manual edit tracking with visual indicator
- Summary cards for income/expense totals
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
