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>
Users entering the full endpoint URL (e.g. https://openrouter.ai/api/v1/chat/completions)
caused a 404 because the code appended /chat/completions again. Now strips any trailing
/chat/completions before re-appending, and adds a hint in the UI.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add a new admin-only feature that allows the platform owner to benchmark
the production AI model against up to 2 alternate models (any OpenAI-compatible
API) using real tenant data, without impacting users.
Backend:
- Shared AI caller utility (ai-caller.ts) for OpenAI-compatible endpoints
- Shadow AI module with service, controller, and 3 entities
- 6 admin API endpoints for model config CRUD, run trigger, and history
- Auto-creates shadow_ai_models, shadow_runs, shadow_run_results tables
- Exposes health-scores and investment-planning prompt builders for reuse
Frontend:
- New admin page at /admin/shadow-ai with 3 tabs:
- Model Configuration (production + 2 alternate slots)
- Run Comparison (tenant select, feature select, side-by-side results)
- History (filterable run log with detail drill-down)
- Full side-by-side output display with diff highlighting
- Sidebar navigation link for AI Benchmarking
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Adds a dedicated super admin page for managing idea submissions across
all tenants. Includes status summary cards, filterable/searchable table,
detail modal with status updates, and private admin notes for internal
tracking (sprint refs, thoughts, follow-ups). Notes are not visible to
tenant users.
- Database: admin_note column on shared.ideas (019 migration)
- Backend: PUT /admin/ideas/:id/note endpoint
- Frontend: AdminIdeasPage with table, filters, detail modal
- Sidebar: "Idea Submissions" nav link in admin sections
- Routing: /admin/ideas route under SuperAdminRoute guard
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Adds idea submission capability gated by a per-tenant feature flag.
Super admins can enable/disable ideation for specific tenants via the
admin tenant detail drawer. Users see a lightbulb icon in the header
when enabled, opening a modal to submit ideas (title + description).
Ideas are stored in shared schema for cross-tenant backlog querying.
- Database: shared.ideas table (018-ideas.sql migration)
- Backend: Ideas NestJS module (entity, service, controller)
- Admin API: GET /admin/ideas, PUT /admin/ideas/:id/status,
PUT /admin/organizations/:id/settings
- Frontend: IdeaModal component, lightbulb ActionIcon in header
- Admin UI: Feature Toggles card with ideation Switch in drawer
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Move useMemo hook above early returns to satisfy React Rules of Hooks,
fixing blank screen when navigating to scenario detail. Also re-fetch
scenario after projection updates so auto-renew renewal records appear
automatically without requiring manual navigation.
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>
- Onboarding wizard: add Reserve Account step between Operating and Assessments,
redirect to Budget Planning on completion
- Dashboard: health score pending state shows clickable links to set up missing items
- Projects/Vendors: rich empty-state wizard screens with real-world examples and CTAs
- Investment Planning: auto-refresh AI recommendations when empty or stale (>30 days)
- Hide Invoices and Payments menus (see PARKING-LOT.md for re-enablement)
- Send welcome email via Resend when new members are added to a tenant
- Enforce 5-member limit for Starter/Standard/Professional plans (Enterprise unlimited)
- Cash flow forecast: only mark months as "Actual" when journal entries exist,
fixing the issue where months without data showed as actuals
- Bump version to 2026.3.19
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Fix "Manage Billing" button error for trial orgs without Stripe customer;
add fallback to retrieve customer from subscription, show helpful message
for trial users, and surface real error messages in the UI
- Add "Balance As-Of Date" field to onboarding wizard so opening balance
journal entries use the correct statement date instead of today
- Add "Total Unit Count" field to onboarding wizard assessment group step
so cash flow projections work immediately
- Remove broken budget upload step from onboarding wizard (was using legacy
budgets endpoint); replace with guidance to use Budget Planning page
- Replace bare "No budget plan lines" text with rich onboarding-style card
featuring download template and upload CSV action buttons
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Add monthly/annual billing toggle with 25% annual discount on pricing page
- Implement 14-day no-card free trial (server-side Stripe subscription creation)
- Enable upgrade/downgrade via Stripe Customer Portal
- Add admin-initiated ACH/invoice billing for enterprise customers
- Add billing card to Settings page with plan info and Manage Billing button
- Handle past_due status with read-only grace period access
- Add trial ending and trial expired email templates
- Add DB migration for billing_interval and collection_method columns
- Update ONBOARDING-AND-AUTH.md documentation
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Remove the 4 summary cards from the Cash Flow page as they don't
properly represent the story over time. Increase gradient opacity
on stacked area charts (cash flow and investment scenarios) from
0.3-0.4/0-0.05 to 0.6/0.15 for better visual shading.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Enterprise plan no longer displays a fixed price. Instead it shows
"Request Quote" and the CTA opens the interest form on hoaledgeriq.com
in a new tab to capture leads for custom quotes.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Remove redundant Settings link from sidebar (accessible via user menu)
- Move Transactions section below Board Reference for better grouping
- Promote Investment Scenarios to its own top-level sidebar item
- Add Compact View preference with tighter spacing theme
- Wire compact theme into MantineProvider with dynamic switching
- Enable Compact View toggle in both Preferences and Settings pages
- Install missing @simplewebauthn/browser package (lock file update)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Remove the Planning section. Move Projects and Capital Planning (as
sub-item) into Board Planning. Move Investment Planning with Investment
Scenarios as sub-item into Board Planning. Move Vendors into new Board
Reference section. Board Planning order: Budget Planning, Projects >
Capital Planning, Assessment Scenarios, Investment Planning > Investment
Scenarios, Compare Scenarios. Sidebar now supports parent items with
their own route plus nested children.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Refresh Recommendations now shows inline processing banner with
animated progress bar while keeping existing results visible (dimmed).
Auto-scrolls to AI section and shows titled notification on completion.
- Investment recommendations now auto-calculate purchase and maturity
dates from a configurable start date (defaults to today) in the
"Add to Plan" modal, so scenarios build projections immediately.
- Projection engine computes per-investment and total interest earned,
ROI percentage, and total principal invested. Summary cards on the
Investment Scenario detail page display these metrics prominently.
- Replaced dropdown action menu with inline Edit/Execute/Remove
icon buttons matching the assessment scenarios pattern.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
When adding a multi-stage investment strategy (e.g. CD ladder) from AI
recommendations to a board planning scenario, all component investments
are now created as separate rows instead of collapsing into a single
investment. The AI prompt now instructs inclusion of a components array,
the backend loops through components to create individual scenario
investments, and the frontend passes and displays component details.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Reorder sidebar: Assessment Scenarios now directly under Budget Planning
- Simplify special assessment form: remove Total Amount, keep Per Unit only
- Replace Duration field from free-text installments to dropdown (one-time/quarterly/6mo/annual)
- Update Change column display to show total per-unit with duration label
- Fix Reserve Coverage to use planned capital project costs instead of budget expenses
- Include capital_projects table in projection engine alongside projects table
- Replace actions dropdown menu with inline Edit/Remove icon buttons
- Remove Refresh Projection button (projection auto-refreshes on changes)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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>
The budgetData was stored in a separate useState and updated inside
queryFn. When switching years, React Query served cached data with
isLoading=false but the local state still held the previous year's
data, causing the "no budget" empty state to flash intermittently.
Fix: Use query data directly as source of truth. Local state (editData)
is only used when actively editing. Added a small spinner indicator
when refetching in the background.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- 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>
- Fix compound inflation: use Math.pow(1 + rate/100, yearsGap) instead of
flat rate so multi-year gaps (e.g., 2026→2029) compound annually
- Budget Planner: add CSV import flow + Download Template button; show proper
empty state when no base budget exists with Create/Import options
- Budget Manager: remove CSV import, Download Template, and Save buttons;
redirect users to Budget Planner when no budget exists for selected year
- Fix getAvailableYears to return null latestBudgetYear when no budgets exist
and include current year in year selector for fresh tenants
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Adds budget planning capability under Board Planning, allowing HOA boards
to model future year budgets with configurable per-year inflation rates.
Backend:
- New budget_plans + budget_plan_lines tables (migration 014)
- BudgetPlanningService: CRUD, inflation generation (per-month preservation),
status workflow (planning → approved → ratified), ratify-to-official copy
- 8 new API endpoints on board-planning controller
- Projection engine (both board-planning and reports) now falls back to
planned budgets via UNION ALL query when no official budget exists
- Extended year range from 3 to dynamic based on projection months
Frontend:
- BudgetPlanningPage with monthly grid table (mirrors BudgetsPage pattern)
- Year selector, inflation rate control, status progression buttons
- Inline editing with save, confirmation modals for status changes
- Manual edit tracking with visual indicator
- Summary cards for income/expense totals
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Dashboard Quick Stats:
- Create Capital Projects section with "Planned Capital Spend 2026"
- Fix Interest Earned YTD to pull from actual journal entries on
interest income accounts instead of unrealized investment gains
- Add Interest Earned YoY showing projected current year vs last year
actuals with percentage change badge
Monthly Actuals:
- Default to read-only view when actuals are already reconciled
- Show "Edit Actuals" button instead of "Save Actuals" for reconciled months
- Add confirmation modal warning that editing will void existing journal
entry before allowing edits
- New months without actuals open directly in edit mode
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- 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>
Fix budget save 500 error caused by three data mismatches between
frontend and backend: wrapped payload ({lines:[...]}) vs expected
raw array, snake_case vs camelCase field names (account_id vs
accountId), and dec_amt vs dec for December values.
Add read-only budget view as default for existing budgets with an
"Edit Budget" button to enter edit mode, and Cancel to discard
changes - reducing accidental edits.
Bump version to 2026.03.10 across all packages and settings.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add dark mode support using Mantine's built-in color scheme system,
persisted via a new Zustand preferences store. Includes a quick toggle
in the app header and an enabled switch in User Preferences. Also
removes the "AI Health Scores" title from the dashboard to reclaim
vertical space.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- 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>
- Make all AI endpoints (health scores + investment recommendations)
fire-and-forget: POST returns immediately, frontend polls for results
- Extend AI API timeout from 2-5 min to 10 min for both services
- Add "last analysis failed — showing cached data" message to the
Investment Recommendations panel (matches health score widgets)
- Add status/error_message columns to ai_recommendations table
- Remove nginx AI timeout overrides (no longer needed)
- Users can now navigate away during AI processing without interruption
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Fix systemic LEFT JOIN date filter bug in Balance Sheet, Income Statement,
and Cash Flow Statement by using parenthesized INNER JOIN pattern so
SUM(jel.debit/credit) respects date parameters
- Add Current Year Net Income synthetic equity line to Balance Sheet to
satisfy the accounting equation (A = L + E) during open fiscal periods
- Add investment_accounts balances to Balance Sheet assets and corresponding
equity lines for reserve/operating investment holdings
- Fix Cash Flow Statement beginning/ending cash always showing $0 by
replacing LIKE '%Cash%' filter with account_type = 'asset'
- Fix Year-End Package HTTP 500 by replacing broken invoices.vendor_id
query with journal-entry-based vendor payment lookup
- Fix Quarterly Report defaulting to previous quarter instead of current
- Fix Quarterly Report date subtitle off-by-one day from UTC parsing
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
1. Health Scores — separate operating/reserve refresh
- Added POST /health-scores/calculate/operating and /calculate/reserve
- Each health card now has its own Refresh button
- On failure, shows cached (last good) data with "last analysis failed"
watermark instead of blank "Error calculating score"
- Backend getLatestScores returns latest complete score + failure flag
2. Investment Planning — increased AI timeout to 5 minutes
- Backend callAI timeout: 180s → 300s
- Frontend axios timeout: set explicitly to 300s (was browser default)
- Host nginx proxy_read_timeout: 180s → 300s
- Loading message updated to reflect longer wait times
3. Capital Planning — Unscheduled column moved to rightmost position
- Kanban column order: current year → future → unscheduled (was leftmost)
- Puts immediate/near-term projects front and center
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Projects imported via CSV that lack a target_year were invisible in Capital
Planning because findForPlanning() filtered on target_year IS NOT NULL. This
removes that filter and adds an "Unscheduled" Kanban column (orange background,
2-col layout) so users can drag unscheduled projects into year buckets.
Also bumps app version to 2026.3.2 (beta).
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Projects with target years beyond the 5-year planning window now
appear in the Future column of the Kanban board (previously they
were invisible). Cards for these projects show their specific target
year as a badge. The Future column uses a 2-column grid layout when
it has more than 3 projects to maximize screen utilization.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Reserve fund analysis now includes 12-month forward projection with
special assessment income (by frequency), monthly budget data,
capital project costs, and investment maturities. AI prompt updated
to evaluate projected reserve liquidity and timing risks.
Both health score dashboard cards now show a subtle "Last updated"
timestamp at the bottom.
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>
