HOA_Financial_Platform

JoeBot/HOA_Financial_Platform

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Author	SHA1	Message	Date
olsch01	e6fe2314de	feat: add Future Year Budget Planning with inflation-adjusted projections 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>	2026-03-16 10:24:18 -04:00
olsch01	c8d77aaa48	feat: add Board Planning module with investment/assessment scenario modeling Implements Phase 11 Forecasting Tools - a "what-if" scenario planning system for HOA boards to model financial decisions before committing. Backend: - 3 new tenant-scoped tables: board_scenarios, scenario_investments, scenario_assessments - Migration script (013) for existing tenants - Full CRUD service for scenarios, investments, and assessments - Projection engine adapted from cash flow forecast with investment/assessment deltas - Scenario comparison endpoint (up to 4 scenarios) - Investment execution flow: converts planned → real investment_accounts + journal entry Frontend: - New "Board Planning" sidebar section with 3 pages - Investment Scenarios: list, create, detail with investments table + timeline - Assessment Scenarios: list, create, detail with changes table - Scenario Comparison: multi-select overlay chart + summary metrics - Shared components: ProjectionChart, InvestmentTimeline, ScenarioCard, forms - AI Recommendation → Investment Plan integration (Story 1A) Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>	2026-03-16 09:52:10 -04:00

Author

SHA1

Message

Date

olsch01

e6fe2314de

feat: add Future Year Budget Planning with inflation-adjusted projections

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>

2026-03-16 10:24:18 -04:00

olsch01

c8d77aaa48

feat: add Board Planning module with investment/assessment scenario modeling

Implements Phase 11 Forecasting Tools - a "what-if" scenario planning system
for HOA boards to model financial decisions before committing.

Backend:
- 3 new tenant-scoped tables: board_scenarios, scenario_investments, scenario_assessments
- Migration script (013) for existing tenants
- Full CRUD service for scenarios, investments, and assessments
- Projection engine adapted from cash flow forecast with investment/assessment deltas
- Scenario comparison endpoint (up to 4 scenarios)
- Investment execution flow: converts planned → real investment_accounts + journal entry

Frontend:
- New "Board Planning" sidebar section with 3 pages
- Investment Scenarios: list, create, detail with investments table + timeline
- Assessment Scenarios: list, create, detail with changes table
- Scenario Comparison: multi-select overlay chart + summary metrics
- Shared components: ProjectionChart, InvestmentTimeline, ScenarioCard, forms
- AI Recommendation → Investment Plan integration (Story 1A)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

2026-03-16 09:52:10 -04:00

2 Commits