- Onboarding wizard: add Reserve Account step between Operating and Assessments,
redirect to Budget Planning on completion
- Dashboard: health score pending state shows clickable links to set up missing items
- Projects/Vendors: rich empty-state wizard screens with real-world examples and CTAs
- Investment Planning: auto-refresh AI recommendations when empty or stale (>30 days)
- Hide Invoices and Payments menus (see PARKING-LOT.md for re-enablement)
- Send welcome email via Resend when new members are added to a tenant
- Enforce 5-member limit for Starter/Standard/Professional plans (Enterprise unlimited)
- Cash flow forecast: only mark months as "Actual" when journal entries exist,
fixing the issue where months without data showed as actuals
- Bump version to 2026.3.19
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>
Feature 1 - How-To Intro Tour (react-joyride):
- 8-step guided walkthrough highlighting Dashboard, Accounts, Assessments,
Transactions, Budgets, Reports, and AI Investment Planning
- Runs automatically on first login, tracked via has_seen_intro flag on user
- Centralized step config in config/tourSteps.ts for easy text editing
- data-tour attributes on Sidebar nav items and Dashboard for targeting
Feature 2 - Tenant Onboarding Wizard:
- 3-step modal wizard: create operating account, assessment group + units,
import budget CSV
- Runs after tour completes, tracked via onboardingComplete in org settings JSONB
- Reuses existing API endpoints (POST /accounts, /assessment-groups, /units,
/budgets/:year/import)
Backend changes:
- Add has_seen_intro column to shared.users + migration
- Add PATCH /auth/intro-seen endpoint to mark tour complete
- Add PATCH /organizations/settings endpoint for org settings updates
- Include hasSeenIntro in login response, settings in switch-org response
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
