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>
- 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 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>
