- Replace misleading 'sent' status with 'pending' (no email capability)
- Show assessment group name instead of raw 'regular_assessment' type
- Add owner last name to invoice table
- Fix payment creation Internal Server Error (PostgreSQL $2 type cast)
- Add edit/delete capability for payment records with invoice recalc
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Assessment groups can now define billing frequency (monthly, quarterly,
annual) with configurable due months and due day. Invoice generation
respects each group's schedule - only generating invoices when the
selected month is a billing month for that group. Adds a generation
preview showing which groups will be billed, period tracking on
invoices, and billing period context in the payments UI.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add daily AI health score calculation (0-100) for both operating and
reserve funds. Scores include trajectory tracking, factor analysis,
recommendations, and data readiness checks. Dashboard displays
graphical RingProgress gauges with color-coded scores, trend
indicators, and expandable detail popovers.
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>
- Fix Accounts page: include investment accounts in Est. Monthly Interest calc,
add Fund column to investment table, split summary cards into Operating/Reserve
- Fix Cash Flow: ending balance now respects includeInvestments toggle
- Fix Budget Manager: separate operating/reserve income in summary cards
- Fix Projects: default sort by planned_date instead of name
- Add Vendors: last_negotiated date field with migration, CSV import/export
- New Quarterly Financial Report: budget vs actuals, over-budget flagging, YTD
- Enhance Dashboard: separate Operating/Reserve fund cards, expanded Quick Stats
with monthly interest, YTD interest earned, planned capital spend
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Rate fetcher now scrapes CD, Money Market, and High Yield Savings rates
from Bankrate.com with pauses between fetches to avoid rate limiting
- Historical rate data is preserved (no longer deleted on each fetch)
- Database migration adds rate_type column and tenant ai_recommendations table
- Backend returns market rates grouped by type with latest-batch-only queries
- AI prompt now includes all three rate types for comprehensive analysis
- AI recommendations are saved per-tenant for retrieval on page load
- Frontend: "Market CD Rates" replaced with "Today's Market Rates" tabbed view
- Rates section is collapsible (expanded by default) to save screen space
- Saved recommendations load automatically with "Last Updated" timestamp
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- 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>
- Add shared.cd_rates table for cross-tenant market data (CD rates from Bankrate)
- Create standalone Puppeteer scraper script (scripts/fetch-cd-rates.ts) for cron-based rate fetching
- Add investment-planning backend module with 3 endpoints: snapshot, cd-rates, recommendations
- AI service gathers tenant financial data (accounts, investments, budgets, projects, cash flow) and calls OpenAI-compatible API (NVIDIA endpoint) for structured investment recommendations
- Create InvestmentPlanningPage with summary cards, current investments table, market CD rates table, and AI recommendation accordion
- Add Investment Planning to sidebar under Planning menu
- Configure AI_API_URL, AI_API_KEY, AI_MODEL environment variables
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Admin panel: create tenants with org + first user, manage org status
(active/suspended/archived), contract number and plan level fields
- Units: delete with invoice check, assessment group dropdown binding
- Assessment groups: frequency field (monthly/quarterly/annual) with
income calculations normalized to monthly equivalents
- Sidebar: grouped nav sections (Financials, Assessments, Transactions,
Planning, Reports, Admin), renamed Chart of Accounts to Accounts
- Header: replaced text with SVG logo
- Capital projects: Kanban as default view, table-only PDF export,
Future category (beyond 5-year plan)
- Auth: block login for suspended/archived organizations
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Add hierarchical roles: SuperUser Admin (is_superadmin flag), Tenant Admin,
Tenant User with separate /admin route and admin panel
- Add Assessment Groups module for property type-based assessment rates
(SFHs, Condos, Estate Lots with different regular/special rates)
- Enhance Chart of Accounts: initial balance on create (with journal entry),
archive/restore accounts, edit all fields including account number & fund type
- Add Budget CSV import with downloadable template and account mapping
- Add Capital Projects Kanban board with drag-and-drop between year columns,
table/kanban view toggle, and PDF export via browser print
- Update seed data with assessment groups, second test user, superadmin flag
- Create repeatable reseed.sh script for clean database population
- Fix AgingReportPage Mantine v7 Table prop compatibility
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- 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>
