JoeBot/HOA_Financial_Platform
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9d137a40d36798d7c97f57f8ed90dd2608e8633c
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4 Commits

Author SHA1 Message Date
olsch01
a32d4cc179 Add comprehensive platform administration panel 
- Database: Add login_history, ai_recommendation_log tables; is_platform_owner
  column on users; subscription fields on organizations (payment_date,
  confirmation_number, renewal_date)
- Backend: New AdminAnalyticsService with platform metrics, tenant detail, and
  health score calculations (0-100 based on activity, budget, transactions,
  members, AI usage)
- Backend: Login/org-switch now records to login_history; AI recommendations
  logged to ai_recommendation_log; platform owner protected from superadmin toggle
- Frontend: 4-tab admin panel (Dashboard, Organizations, Users, Tenant Health)
  with tenant detail drawer, subscription management, health scoring visualization
- Platform owner account (admin@hoaledgeriq.com) auto-redirects to admin panel
- Seed data includes platform owner account and sample login history

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-02-26 08:51:39 -05:00
olsch01
1e40848222 Add investments to All tab, withdrawal on create, modal fixes, and login logo 
- Show investment subtable under All accounts tab (was only under Operating/Reserve)
- Add "Withdraw from primary account" switch (on by default) when creating
  investments; creates a journal entry to credit the primary asset account
  and debit the equity offset, keeping the books balanced
- Prevent all account modals from closing on outside click to avoid data loss
- Replace login page text title with the SVG logo

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-02-21 13:57:40 -05:00
olsch01
e0272f9d8a Rename to HOA LedgerIQ and implement remaining report pages 
- Rename app from "HOA Financial Platform" to "HOA LedgerIQ" across all
  frontend pages, backend API docs, package.json files, and seed data
- Add Cash Flow Statement report (GET /reports/cash-flow) with operating
  and reserve fund activity breakdown, beginning/ending cash balances
- Add Aging Report (GET /reports/aging) with per-unit aging buckets
  (current, 1-30, 31-60, 61-90, 90+ days), expandable invoice details
- Add Year-End Package (GET /reports/year-end) with income statement
  summary, collection stats, 1099-NEC vendor report, reserve fund status
- Add Settings page showing org info, user profile, and system details
- Replace all PlaceholderPage references with real implementations
- Bump auth store version to 3 for localStorage migration

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-02-18 09:09:50 -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