JoeBot/HOA_Financial_Platform
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4 Commits

Author SHA1 Message Date
olsch01
14160854b9 fix: resolve hardcoded light backgrounds breaking dark mode across 5 pages 
Replace hardcoded light colors (#e6f9e6, #fde8e8, white, #e9ecef) with
theme-aware alternatives using usePreferencesStore. Affected pages:
- CashFlowForecastPage: forecast row and striped row backgrounds
- MonthlyActualsPage: sticky column backgrounds, borders, section headers
- BudgetsPage: sticky column backgrounds, borders, section headers
- BudgetVsActualPage: income/expense section header backgrounds
- QuarterlyReportPage: income/expense and total row backgrounds

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-09 14:02:46 -04:00
olsch01
84822474f8 Sprint 6: Monthly actuals input, reconciliation, and file attachments 
Add spreadsheet-style Monthly Actuals page for entering monthly actuals
against budget with auto-generated journal entries and reconciliation flag.
Add file attachment support (PDF, images, spreadsheets) on journal entries
for receipts and invoices. Enhance Budget vs Actual report with month
filter dropdown. Add reconciled badge to Transactions page. Replace bcrypt
with bcryptjs to fix Docker cross-platform native binding issues.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-02-23 11:48:57 -05:00
olsch01
61e43212b9 Flexible budget import with auto-account creation and text-based account numbers 
Change account_number from INTEGER to VARCHAR(50) to support segmented codes
like 30-3001-0000 used by real HOA accounting systems. Budget CSV import now:
- Auto-creates income/expense accounts from CSV when they don't exist
- Infers account_type and fund_type from account number prefix conventions
- Parses currency-formatted values ($48,065.21, $(13,000.00), $-, etc.)
- Reports created accounts back to the user

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-02-21 14:24:00 -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