Commit Graph

9 Commits

Author SHA1 Message Date
dfcd172ef3 feat: SaaS onboarding, Stripe billing, MFA, SSO, passkeys, refresh tokens
Complete SaaS self-service onboarding sprint:

- Stripe-powered signup flow: pricing page → checkout → provisioning → activation
- Refresh token infrastructure: 1h access tokens + 30-day httpOnly cookie refresh
- TOTP MFA with QR setup, recovery codes, and login challenge flow
- Google + Azure AD SSO (conditional on env vars) with account linking
- WebAuthn passkey registration and passwordless login
- Guided onboarding checklist with server-side progress tracking
- Stubbed email service (console + DB logging, ready for real provider)
- Settings page with tabbed security settings (MFA, passkeys, linked accounts)
- Login page enhanced with MFA verification, SSO buttons, passkey login
- Database migration 015 with all new tables and columns
- Version bump to 2026.03.17

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-16 21:12:35 -04:00
1d1073cba1 style: add white glow outline to logo in dark mode
Use CSS drop-shadow filter on the logo img in dark mode to create a
subtle white outline that helps the transparent-background logo stand
out against the dark header and login page backgrounds.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-16 15:02:04 -04:00
5ebfc4f3aa chore: replace SVG logo with transparent-background PNG for dark theme support
- Add new logo.png (2090x512) with transparent background
- Update AppLayout and LoginPage imports from .svg to .png
- Old SVG had opaque background that clashed with dark theme

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-16 14:52:46 -04:00
208c1dd7bc security: address assessment findings and bump to v2026.3.11
- C1: Disable Swagger UI in production (env gate)
- M1+M2: Add Helmet.js for security headers (CSP, X-Frame-Options,
  X-Content-Type-Options, Referrer-Policy) and remove X-Powered-By
- H2: Add @nestjs/throttler rate limiting (5 req/min on login/register)
- M4: Remove orgSchema from JWT payload and client-side storage;
  tenant middleware now resolves schema from orgId via cached DB lookup
- L1: Fix Chatwoot user identification (read from auth store on ready)
- Remove schemaName from frontend Organization type and UI displays

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 15:32:51 -04:00
d9bb9363dd Add admin enhancements: impersonation, plan management, org status enforcement
Enhancement 1 - Block suspended/archived org access:
- Add org status check in switchOrganization() (auth.service.ts)
- Filter suspended/archived orgs from login response (generateTokenResponse)
- Add org status guard with 60s cache in TenantMiddleware
- Frontend: filter orgs in SelectOrgPage, add 403 handler in api.ts

Enhancement 2 - Change tenant plan level:
- Add updatePlanLevel() to organizations.service.ts
- Add PUT /admin/organizations/:id/plan endpoint
- Frontend: clickable plan dropdown in Organizations table + confirmation modal
- Plan level Select in tenant detail drawer

Enhancement 3 - User impersonation:
- Add impersonateUser() to auth.service.ts with impersonatedBy JWT claim
- Add POST /admin/impersonate/:userId endpoint
- Frontend: Impersonate button in Users tab (disabled for admins)
- Impersonation state management in authStore (start/stop/persist)
- Orange impersonation banner in AppLayout header with stop button

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-26 13:21:59 -05:00
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
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
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
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