- 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 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>
- 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>
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>
- 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>
- 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>
