Commit Graph

8 Commits

Author SHA1 Message Date
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
JoeBot
bd174fc22b fix: normalize API URL to prevent duplicate /chat/completions path
Users entering the full endpoint URL (e.g. https://openrouter.ai/api/v1/chat/completions)
caused a 404 because the code appended /chat/completions again. Now strips any trailing
/chat/completions before re-appending, and adds a hint in the UI.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-05 08:14:37 -04:00
JoeBot
4797669591 feat: add shadow AI benchmarking for admin model comparison
Add a new admin-only feature that allows the platform owner to benchmark
the production AI model against up to 2 alternate models (any OpenAI-compatible
API) using real tenant data, without impacting users.

Backend:
- Shared AI caller utility (ai-caller.ts) for OpenAI-compatible endpoints
- Shadow AI module with service, controller, and 3 entities
- 6 admin API endpoints for model config CRUD, run trigger, and history
- Auto-creates shadow_ai_models, shadow_runs, shadow_run_results tables
- Exposes health-scores and investment-planning prompt builders for reuse

Frontend:
- New admin page at /admin/shadow-ai with 3 tabs:
  - Model Configuration (production + 2 alternate slots)
  - Run Comparison (tenant select, feature select, side-by-side results)
  - History (filterable run log with detail drill-down)
- Full side-by-side output display with diff highlighting
- Sidebar navigation link for AI Benchmarking

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-05 07:50:59 -04:00
a996208cb8 feat: add annual billing, free trial, upgrade/downgrade, and ACH invoice support
- Add monthly/annual billing toggle with 25% annual discount on pricing page
- Implement 14-day no-card free trial (server-side Stripe subscription creation)
- Enable upgrade/downgrade via Stripe Customer Portal
- Add admin-initiated ACH/invoice billing for enterprise customers
- Add billing card to Settings page with plan info and Manage Billing button
- Handle past_due status with read-only grace period access
- Add trial ending and trial expired email templates
- Add DB migration for billing_interval and collection_method columns
- Update ONBOARDING-AND-AUTH.md documentation

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-18 08:04:51 -04:00
19fb2c037c feat(security): address findings from v2 security assessment
- L2: Add server_tokens off to nginx configs to hide version
- M1: Add X-Frame-Options, X-Content-Type-Options, Referrer-Policy,
  Permissions-Policy headers to all nginx routes
- L3: Add global NoCacheInterceptor (Cache-Control: no-store) on all
  API responses to prevent caching of sensitive financial data
- C1: Disable open registration by default (ALLOW_OPEN_REGISTRATION env)
- H3: Add logout endpoint with correct HTTP 200 status code
- M2: Implement full password reset flow (forgot-password, reset-password,
  change-password) with hashed tokens, 15-min expiry, single-use
- Reduce JWT access token expiry from 24h to 1h
- Add EmailService stub (logs to shared.email_log)
- Add DB migration 016 for password_reset_tokens table

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-17 07:46:11 -04:00
bfcbe086f2 Fix WriteAccessGuard: use req.userRole from middleware (runs before guards)
The global WriteAccessGuard was checking req.user.role, but req.user is
set by JwtAuthGuard (a per-controller guard) which runs AFTER global guards.
TenantMiddleware sets req.userRole from the JWT before guards execute,
so we now check that property first.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-01 09:21:09 -05:00
c92eb1b57b RBAC: Enforce read-only viewer role across backend and frontend
- Add global WriteAccessGuard that blocks POST/PUT/PATCH/DELETE for viewer role
- Add @AllowViewer() decorator for endpoints viewers need (switch-org, intro-seen, AI recommendations)
- Add useIsReadOnly hook to auth store for frontend role checks
- Hide write UI (add/edit/delete/import buttons, inline editors) in all 13 data pages for viewers
- Disable inline NumberInputs on Budgets and Monthly Actuals pages for viewers
- Skip onboarding wizard for viewer role users

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-01 09:18:32 -05:00
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