- 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>
