HOA_Financial_Platform

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Author	SHA1	Message	Date
olsch01	ea49b91bb3	Sprint 5: User profile menu, preferences, org member management, v0.2.0 - Move Settings from sidebar Admin section to User Profile dropdown menu - Add User Preferences page (placeholder for future: dark mode, timezone, notifications, feature visibility) - Add Manage Members page for tenant admins to invite/manage board members: - List all org members with roles, status, join date, last login - Add new members (creates user account + org membership) - Change member roles (president, treasurer, secretary, board member, property manager, viewer) - Remove members (soft-deactivate) - Role-gated: only president, admin, treasurer can manage members - Backend: new org member management endpoints on OrganizationsController - GET /organizations/members - POST /organizations/members - PUT /organizations/members/:id/role - DELETE /organizations/members/:id - Bump version to 0.2.0 MVP_P2 (package.json + Settings page) Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>	2026-02-22 16:39:17 -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

Author

SHA1

Message

Date

olsch01

ea49b91bb3

Sprint 5: User profile menu, preferences, org member management, v0.2.0

- Move Settings from sidebar Admin section to User Profile dropdown menu
- Add User Preferences page (placeholder for future: dark mode, timezone,
  notifications, feature visibility)
- Add Manage Members page for tenant admins to invite/manage board members:
  - List all org members with roles, status, join date, last login
  - Add new members (creates user account + org membership)
  - Change member roles (president, treasurer, secretary, board member,
    property manager, viewer)
  - Remove members (soft-deactivate)
  - Role-gated: only president, admin, treasurer can manage members
- Backend: new org member management endpoints on OrganizationsController
  - GET /organizations/members
  - POST /organizations/members
  - PUT /organizations/members/:id/role
  - DELETE /organizations/members/:id
- Bump version to 0.2.0 MVP_P2 (package.json + Settings page)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

2026-02-22 16:39:17 -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

3 Commits