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>
- 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>
- 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>
- 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>
- 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>
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>
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>
- Add global WriteAccessGuard that blocks POST/PUT/PATCH/DELETE for viewer role
- Add @AllowViewer() decorator for endpoints viewers need (switch-org, intro-seen, AI recommendations)
- Add useIsReadOnly hook to auth store for frontend role checks
- Hide write UI (add/edit/delete/import buttons, inline editors) in all 13 data pages for viewers
- Disable inline NumberInputs on Budgets and Monthly Actuals pages for viewers
- Skip onboarding wizard for viewer role users
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>
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>
- 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>
- 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>
Add spreadsheet-style Monthly Actuals page for entering monthly actuals
against budget with auto-generated journal entries and reconciliation flag.
Add file attachment support (PDF, images, spreadsheets) on journal entries
for receipts and invoices. Enhance Budget vs Actual report with month
filter dropdown. Add reconciled badge to Transactions page. Replace bcrypt
with bcryptjs to fix Docker cross-platform native binding issues.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Move Settings from sidebar Admin section to User Profile dropdown menu
- Add User Preferences page (placeholder for future: dark mode, timezone,
notifications, feature visibility)
- Add Manage Members page for tenant admins to invite/manage board members:
- List all org members with roles, status, join date, last login
- Add new members (creates user account + org membership)
- Change member roles (president, treasurer, secretary, board member,
property manager, viewer)
- Remove members (soft-deactivate)
- Role-gated: only president, admin, treasurer can manage members
- Backend: new org member management endpoints on OrganizationsController
- GET /organizations/members
- POST /organizations/members
- PUT /organizations/members/:id/role
- DELETE /organizations/members/:id
- Bump version to 0.2.0 MVP_P2 (package.json + Settings page)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
New feature: Cash Flow page under Financials showing stacked area chart of
operating/reserve cash and investment balances over time. Backend forecast
endpoint integrates assessment income schedules, budget expenses, capital
project costs, and investment maturities to project 24+ months forward.
Historical months show actual journal entry balances; future months are
projected. Includes Operating/Reserve/All fund filter, 12-month sliding
window navigation, forecast reference line, and monthly detail table.
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>
- 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>
