Introduces a capability layer on top of existing roles that controls
feature visibility and access. Capabilities follow an area.feature.action
taxonomy (~35 capabilities) with sensible defaults per role. Tenant admins
can customize via grant/revoke overrides stored in org settings JSONB.
Key changes:
- Add vice_president role to DB schema
- Backend: capability constants, resolution logic, CapabilityGuard (global),
@RequireCapability decorator on all 16 tenant controllers
- Frontend: permission hooks (useCanEdit, useHasCapability), CapabilityGate
component, sidebar filtering by capability, all 17 pages migrated from
useIsReadOnly to capability-based checks
- New admin UI: /settings/permissions matrix page for per-tenant role
customization with grant/revoke delta model
- GET /organizations/my-capabilities endpoint for capability refresh
- Validation of permissionOverrides in settings updates
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Lock InvestmentTimeline and ProjectionChart to shared X axis range
- Auto-create renewal scenario_investments records when auto_renew is true
- Add fund transfer mechanism between asset accounts with journal entries
- Add Capital Planning Report (5-year forecast grouped by category)
- Add Upcoming Investment Activities dashboard card (maturities + planned purchases)
- Bump version to 2026.3.24
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- CSV import/export for Units, Projects, and Vendors with match-on-name/number upsert
- Cash Flow report toggle for Cash Only vs Cash + Investments
- Per-account and bulk opening balance setting with as-of date
- Interest rate field on normal accounts with estimated monthly/annual interest display
- Mobile sidebar auto-close on navigation
- Shared CSV parsing/export utility extracted to frontend/src/utils/csv.ts
DB migration needed for existing tenants:
ALTER TABLE accounts ADD COLUMN IF NOT EXISTS interest_rate DECIMAL(6,4);
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Unify reserve_components + capital_projects into single projects model with
full CRUD backend and new Projects page frontend
- Rewrite Capital Planning to read from unified projects/planning endpoint;
add empty state directing users to Projects page when no planning items exist
- Add default designation to assessment groups with auto-set on first creation;
units now require an assessment group (pre-populated with default)
- Add primary account designation (one per fund type) and balance adjustment
via journal entries against equity offset accounts (3000/3100)
- Add computed investment fields (interest earned, maturity value, days remaining)
with PostgreSQL date arithmetic fix for DATE - DATE integer result
- Restructure sidebar: investments in Accounts tab, Year-End under Reports,
Planning section with Projects and Capital Planning
- Fix new tenant creation seeding unwanted default chart of accounts —
new tenants now start with a blank slate
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>
