Merge branch 'claude/practical-rhodes'

fix: update password when adding existing user to new org
When an existing user was added to a new organization via the member management UI, the password entered in the form was silently ignored. This caused the user to be unable to log in with the password they were given, since the hash in the database was from their original account creation for a different org. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 14:22:14 -04:00 · 2026-03-10 14:22:08 -04:00 · 2026-03-10 09:41:26 -04:00 · 2026-03-10 09:17:08 -04:00 · 2026-03-09 14:17:04 -04:00 · 2026-03-09 14:04:50 -04:00
12 changed files with 112 additions and 83 deletions
--- a/backend/src/modules/journal-entries/journal-entries.service.ts
+++ b/backend/src/modules/journal-entries/journal-entries.service.ts
@@ -13,6 +13,16 @@ export class JournalEntriesService {
  async findAll(filters: { from?: string; to?: string; accountId?: string; type?: string }) {
    let sql = `
      SELECT je.*,
+        CASE
+          WHEN SUM(CASE WHEN a.account_type IN ('income','expense') THEN 1 ELSE 0 END) > 0
+          THEN COALESCE(SUM(CASE WHEN a.account_type IN ('income','expense') THEN jel.debit ELSE 0 END), 0)
+          ELSE COALESCE(SUM(jel.debit), 0)
+        END as total_debit,
+        CASE
+          WHEN SUM(CASE WHEN a.account_type IN ('income','expense') THEN 1 ELSE 0 END) > 0
+          THEN COALESCE(SUM(CASE WHEN a.account_type IN ('income','expense') THEN jel.credit ELSE 0 END), 0)
+          ELSE COALESCE(SUM(jel.credit), 0)
+        END as total_credit,
        json_agg(json_build_object(
          'id', jel.id, 'account_id', jel.account_id,
          'debit', jel.debit, 'credit', jel.credit, 'memo', jel.memo,
--- a/frontend/index.html
+++ b/frontend/index.html
@@ -9,5 +9,20 @@
  <body>
    <div id="root"></div>
    <script type="module" src="/src/main.tsx"></script>
+    <script>
+  (function(d,t) {
+    var BASE_URL="https//chat.hoaledgeriq.com";
+    var g=d.createElement(t),s=d.getElementsByTagName(t)[0];
+    g.src=BASE_URL+"/packs/js/sdk.js";
+    g.async = true;
+    s.parentNode.insertBefore(g,s);
+    g.onload=function(){
+      window.chatwootSDK.run({
+        websiteToken: 'K6VXvTtKXvaCMvre4yK85SPb',
+        baseUrl: BASE_URL
+      })
+    }
+  })(document,"script");
+</script>
  </body>
 </html>
--- a/frontend/src/pages/accounts/AccountsPage.tsx
+++ b/frontend/src/pages/accounts/AccountsPage.tsx
@@ -587,7 +587,7 @@ export function AccountsPage() {
            {investments.filter(i => i.is_active).length > 0 && (
              <>
                <Divider label="Investment Accounts" labelPosition="center" my="xs" />
-                <InvestmentMiniTable investments={investments.filter(i => i.is_active)} onEdit={handleEditInvestment} isReadOnly={isReadOnly} />
+                <InvestmentMiniTable investments={investments.filter(i => i.is_active)} onEdit={handleEditInvestment} />
              </>
            )}
          </Stack>
@@ -605,7 +605,7 @@ export function AccountsPage() {
            {operatingInvestments.length > 0 && (
              <>
                <Divider label="Operating Investment Accounts" labelPosition="center" my="xs" />
-                <InvestmentMiniTable investments={operatingInvestments} onEdit={handleEditInvestment} isReadOnly={isReadOnly} />
+                <InvestmentMiniTable investments={operatingInvestments} onEdit={handleEditInvestment} />
              </>
            )}
          </Stack>
@@ -623,7 +623,7 @@ export function AccountsPage() {
            {reserveInvestments.length > 0 && (
              <>
                <Divider label="Reserve Investment Accounts" labelPosition="center" my="xs" />
-                <InvestmentMiniTable investments={reserveInvestments} onEdit={handleEditInvestment} isReadOnly={isReadOnly} />
+                <InvestmentMiniTable investments={reserveInvestments} onEdit={handleEditInvestment} />
              </>
            )}
          </Stack>
@@ -1087,11 +1087,9 @@ function AccountTable({
 function InvestmentMiniTable({
  investments,
  onEdit,
-  isReadOnly = false,
 }: {
  investments: Investment[];
  onEdit: (inv: Investment) => void;
-  isReadOnly?: boolean;
 }) {
  const totalPrincipal = investments.reduce((s, i) => s + parseFloat(i.principal || '0'), 0);
  const totalValue = investments.reduce(
@@ -1134,7 +1132,7 @@ function InvestmentMiniTable({
            <Table.Th ta="right">Maturity Value</Table.Th>
            <Table.Th>Maturity Date</Table.Th>
            <Table.Th ta="right">Days Remaining</Table.Th>
-            {!isReadOnly && <Table.Th></Table.Th>}
+            <Table.Th></Table.Th>
          </Table.Tr>
        </Table.Thead>
        <Table.Tbody>
@@ -1184,7 +1182,6 @@ function InvestmentMiniTable({
                  '-'
                )}
              </Table.Td>
-              {!isReadOnly && (
              <Table.Td>
                <Tooltip label="Edit investment">
                  <ActionIcon variant="subtle" onClick={() => onEdit(inv)}>
@@ -1192,7 +1189,6 @@ function InvestmentMiniTable({
                  </ActionIcon>
                </Tooltip>
              </Table.Td>
-              )}
            </Table.Tr>
          ))}
        </Table.Tbody>
--- a/frontend/src/pages/budgets/BudgetsPage.tsx
+++ b/frontend/src/pages/budgets/BudgetsPage.tsx
@@ -8,6 +8,7 @@ import { IconDeviceFloppy, IconUpload, IconDownload, IconInfoCircle } from '@tab
 import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query';
 import api from '../../services/api';
 import { useIsReadOnly } from '../../stores/authStore';
+import { usePreferencesStore } from '../../stores/preferencesStore';

 interface BudgetLine {
  account_id: string;
@@ -98,6 +99,11 @@ export function BudgetsPage() {
  const queryClient = useQueryClient();
  const fileInputRef = useRef<HTMLInputElement>(null);
  const isReadOnly = useIsReadOnly();
+  const isDark = usePreferencesStore((s) => s.colorScheme) === 'dark';
+  const stickyBg = isDark ? 'var(--mantine-color-dark-7)' : 'white';
+  const stickyBorder = isDark ? 'var(--mantine-color-dark-4)' : '#e9ecef';
+  const incomeSectionBg = isDark ? 'var(--mantine-color-green-9)' : '#e6f9e6';
+  const expenseSectionBg = isDark ? 'var(--mantine-color-red-9)' : '#fde8e8';

  const { isLoading } = useQuery<BudgetLine[]>({
    queryKey: ['budgets', year],
@@ -317,8 +323,8 @@ export function BudgetsPage() {
        <Table striped highlightOnHover style={{ minWidth: 1600 }}>
          <Table.Thead>
            <Table.Tr>
-              <Table.Th style={{ position: 'sticky', left: 0, background: 'white', zIndex: 2, minWidth: 120 }}>Acct #</Table.Th>
-              <Table.Th style={{ position: 'sticky', left: 120, background: 'white', zIndex: 2, minWidth: 220 }}>Account Name</Table.Th>
+              <Table.Th style={{ position: 'sticky', left: 0, background: stickyBg, zIndex: 2, minWidth: 120 }}>Acct #</Table.Th>
+              <Table.Th style={{ position: 'sticky', left: 120, background: stickyBg, zIndex: 2, minWidth: 220 }}>Account Name</Table.Th>
              {monthLabels.map((m) => (
                <Table.Th key={m} ta="right" style={{ minWidth: 90 }}>{m}</Table.Th>
              ))}
@@ -337,7 +343,7 @@ export function BudgetsPage() {
              const lines = budgetData.filter((b) => b.account_type === type);
              if (lines.length === 0) return null;

-              const sectionBg = type === 'income' ? '#e6f9e6' : '#fde8e8';
+              const sectionBg = type === 'income' ? incomeSectionBg : expenseSectionBg;
              const sectionTotal = lines.reduce((sum, line) => sum + (line.annual_total || 0), 0);

              return [
@@ -368,9 +374,9 @@ export function BudgetsPage() {
                        style={{
                          position: 'sticky',
                          left: 0,
-                          background: 'white',
+                          background: stickyBg,
                          zIndex: 1,
-                          borderRight: '1px solid #e9ecef',
+                          borderRight: `1px solid ${stickyBorder}`,
                        }}
                      >
                        <Text size="sm" c="dimmed" ff="monospace">{line.account_number}</Text>
@@ -379,9 +385,9 @@ export function BudgetsPage() {
                        style={{
                          position: 'sticky',
                          left: 120,
-                          background: 'white',
+                          background: stickyBg,
                          zIndex: 1,
-                          borderRight: '1px solid #e9ecef',
+                          borderRight: `1px solid ${stickyBorder}`,
                        }}
                      >
                        <Group gap={6} wrap="nowrap">
--- a/frontend/src/pages/capital-projects/CapitalProjectsPage.tsx
+++ b/frontend/src/pages/capital-projects/CapitalProjectsPage.tsx
@@ -72,10 +72,9 @@ interface KanbanCardProps {
  project: Project;
  onEdit: (p: Project) => void;
  onDragStart: (e: DragEvent<HTMLDivElement>, project: Project) => void;
-  isReadOnly?: boolean;
 }

-function KanbanCard({ project, onEdit, onDragStart, isReadOnly }: KanbanCardProps) {
+function KanbanCard({ project, onEdit, onDragStart }: KanbanCardProps) {
  const plannedLabel = formatPlannedDate(project.planned_date);
  // For projects in the Future bucket with a specific year, show the year
  const currentYear = new Date().getFullYear();
@@ -87,23 +86,21 @@ function KanbanCard({ project, onEdit, onDragStart, isReadOnly }: KanbanCardProp
      padding="sm"
      radius="md"
      withBorder
-      draggable={!isReadOnly}
-      onDragStart={!isReadOnly ? (e) => onDragStart(e, project) : undefined}
-      style={{ cursor: isReadOnly ? 'default' : 'grab', userSelect: 'none' }}
+      draggable
+      onDragStart={(e) => onDragStart(e, project)}
+      style={{ cursor: 'grab', userSelect: 'none' }}
      mb="xs"
    >
      <Group justify="space-between" wrap="nowrap" mb={4}>
        <Group gap={6} wrap="nowrap" style={{ overflow: 'hidden' }}>
-          {!isReadOnly && <IconGripVertical size={14} style={{ flexShrink: 0, color: 'var(--mantine-color-dimmed)' }} />}
+          <IconGripVertical size={14} style={{ flexShrink: 0, color: 'var(--mantine-color-dimmed)' }} />
          <Text fw={600} size="sm" truncate>
            {project.name}
          </Text>
        </Group>
-        {!isReadOnly && (
        <ActionIcon variant="subtle" size="sm" onClick={() => onEdit(project)}>
          <IconEdit size={14} />
        </ActionIcon>
-        )}
      </Group>

      <Group gap={6} mb={6}>
@@ -151,12 +148,11 @@ interface KanbanColumnProps {
  isDragOver: boolean;
  onDragOverHandler: (e: DragEvent<HTMLDivElement>, year: number) => void;
  onDragLeave: () => void;
-  isReadOnly?: boolean;
 }

 function KanbanColumn({
  year, projects, onEdit, onDragStart, onDrop,
-  isDragOver, onDragOverHandler, onDragLeave, isReadOnly,
+  isDragOver, onDragOverHandler, onDragLeave,
 }: KanbanColumnProps) {
  const totalEst = projects.reduce((s, p) => s + parseFloat(p.estimated_cost || '0'), 0);
  const isFuture = year === FUTURE_YEAR;
@@ -182,9 +178,9 @@ function KanbanColumn({
        border: isDragOver ? '2px dashed var(--mantine-color-blue-4)' : undefined,
        transition: 'background-color 150ms ease, border 150ms ease',
      }}
-      onDragOver={!isReadOnly ? (e) => onDragOverHandler(e, year) : undefined}
-      onDragLeave={!isReadOnly ? onDragLeave : undefined}
-      onDrop={!isReadOnly ? (e) => onDrop(e, year) : undefined}
+      onDragOver={(e) => onDragOverHandler(e, year)}
+      onDragLeave={onDragLeave}
+      onDrop={(e) => onDrop(e, year)}
    >
      <Group justify="space-between" mb="sm">
        <Title order={5}>{yearLabel(year)}</Title>
@@ -203,7 +199,7 @@ function KanbanColumn({
      <Box style={{ flex: 1, minHeight: 60 }}>
        {projects.length === 0 ? (
          <Text size="xs" c="dimmed" ta="center" py="lg">
-            {isReadOnly ? 'No projects' : 'Drop projects here'}
+            Drop projects here
          </Text>
        ) : useWideLayout ? (
          <div style={{
@@ -212,12 +208,12 @@ function KanbanColumn({
            gap: 'var(--mantine-spacing-xs)',
          }}>
            {projects.map((p) => (
-              <KanbanCard key={p.id} project={p} onEdit={onEdit} onDragStart={onDragStart} isReadOnly={isReadOnly} />
+              <KanbanCard key={p.id} project={p} onEdit={onEdit} onDragStart={onDragStart} />
            ))}
          </div>
        ) : (
          projects.map((p) => (
-            <KanbanCard key={p.id} project={p} onEdit={onEdit} onDragStart={onDragStart} isReadOnly={isReadOnly} />
+            <KanbanCard key={p.id} project={p} onEdit={onEdit} onDragStart={onDragStart} />
          ))
        )}
      </Box>
@@ -599,7 +595,6 @@ export function CapitalProjectsPage() {
              isDragOver={dragOverYear === year}
              onDragOverHandler={handleDragOver}
              onDragLeave={handleDragLeave}
-              isReadOnly={isReadOnly}
            />
          );
        })}
--- a/frontend/src/pages/cash-flow/CashFlowForecastPage.tsx
+++ b/frontend/src/pages/cash-flow/CashFlowForecastPage.tsx
@@ -8,6 +8,7 @@ import {
  IconArrowLeft, IconArrowRight, IconCalendar,
 } from '@tabler/icons-react';
 import { useQuery } from '@tanstack/react-query';
+import { usePreferencesStore } from '../../stores/preferencesStore';
 import {
  AreaChart, Area, XAxis, YAxis, CartesianGrid,
  Tooltip as RechartsTooltip, ResponsiveContainer, Legend,
@@ -79,6 +80,7 @@ export function CashFlowForecastPage() {
  const now = new Date();
  const currentYear = now.getFullYear();
  const currentMonth = now.getMonth() + 1;
+  const isDark = usePreferencesStore((s) => s.colorScheme) === 'dark';

  // Filter: All, Operating, Reserve
  const [fundFilter, setFundFilter] = useState<string>('all');
@@ -418,10 +420,10 @@ export function CashFlowForecastPage() {
                  <tr
                    key={d.month}
                    style={{
-                      borderBottom: '1px solid var(--mantine-color-gray-2)',
+                      borderBottom: `1px solid ${isDark ? 'var(--mantine-color-dark-4)' : 'var(--mantine-color-gray-2)'}`,
                      backgroundColor: d.is_forecast
-                        ? 'var(--mantine-color-orange-0)'
-                        : i % 2 === 0 ? 'transparent' : 'var(--mantine-color-gray-0)',
+                        ? (isDark ? 'var(--mantine-color-orange-9)' : 'var(--mantine-color-orange-0)')
+                        : i % 2 === 0 ? 'transparent' : (isDark ? 'var(--mantine-color-dark-5)' : 'var(--mantine-color-gray-0)'),
                    }}
                  >
                    <td style={{ padding: '6px 12px', fontWeight: 500 }}>{d.month}</td>
--- a/frontend/src/pages/dashboard/DashboardPage.tsx
+++ b/frontend/src/pages/dashboard/DashboardPage.tsx
@@ -18,7 +18,7 @@ import {
 } from '@tabler/icons-react';
 import { useState, useCallback } from 'react';
 import { useQuery, useQueryClient } from '@tanstack/react-query';
-import { useAuthStore, useIsReadOnly } from '../../stores/authStore';
+import { useAuthStore } from '../../stores/authStore';
 import api from '../../services/api';

 interface HealthScore {
@@ -311,7 +311,6 @@ interface DashboardData {

 export function DashboardPage() {
  const currentOrg = useAuthStore((s) => s.currentOrg);
-  const isReadOnly = useIsReadOnly();
  const queryClient = useQueryClient();

  // Track whether a refresh is in progress (per score type) for async polling
@@ -425,7 +424,7 @@ export function DashboardPage() {
                </ThemeIcon>
              }
              isRefreshing={operatingRefreshing}
-              onRefresh={!isReadOnly ? handleRefreshOperating : undefined}
+              onRefresh={handleRefreshOperating}
              lastFailed={!!healthScores?.operating_last_failed}
            />
            <HealthScoreCard
@@ -437,7 +436,7 @@ export function DashboardPage() {
                </ThemeIcon>
              }
              isRefreshing={reserveRefreshing}
-              onRefresh={!isReadOnly ? handleRefreshReserve : undefined}
+              onRefresh={handleRefreshReserve}
              lastFailed={!!healthScores?.reserve_last_failed}
            />
          </SimpleGrid>
--- a/frontend/src/pages/investment-planning/InvestmentPlanningPage.tsx
+++ b/frontend/src/pages/investment-planning/InvestmentPlanningPage.tsx
@@ -36,7 +36,6 @@ import {
 import { useQuery } from '@tanstack/react-query';
 import { notifications } from '@mantine/notifications';
 import api from '../../services/api';
-import { useIsReadOnly } from '../../stores/authStore';

 // ── Types ──

@@ -348,7 +347,6 @@ function RecommendationsDisplay({
 export function InvestmentPlanningPage() {
  const [ratesExpanded, setRatesExpanded] = useState(true);
  const [isTriggering, setIsTriggering] = useState(false);
-  const isReadOnly = useIsReadOnly();

  // Load financial snapshot on mount
  const { data: snapshot, isLoading: snapshotLoading } = useQuery<FinancialSnapshot>({
@@ -698,7 +696,6 @@ export function InvestmentPlanningPage() {
              </Text>
            </div>
          </Group>
-          {!isReadOnly && (
          <Button
            leftSection={<IconSparkles size={16} />}
            onClick={handleTriggerAI}
@@ -708,7 +705,6 @@ export function InvestmentPlanningPage() {
          >
            {aiResult ? 'Refresh Recommendations' : 'Get AI Recommendations'}
          </Button>
-          )}
        </Group>

        {/* Processing State */}
--- a/frontend/src/pages/invoices/InvoicesPage.tsx
+++ b/frontend/src/pages/invoices/InvoicesPage.tsx
@@ -9,7 +9,6 @@ import { notifications } from '@mantine/notifications';
 import { IconSend, IconInfoCircle, IconCheck, IconX } from '@tabler/icons-react';
 import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query';
 import api from '../../services/api';
-import { useIsReadOnly } from '../../stores/authStore';

 interface Invoice {
  id: string; invoice_number: string; unit_number: string; unit_id: string;
@@ -65,7 +64,6 @@ export function InvoicesPage() {
  const [preview, setPreview] = useState<Preview | null>(null);
  const [previewLoading, setPreviewLoading] = useState(false);
  const queryClient = useQueryClient();
-  const isReadOnly = useIsReadOnly();

  const { data: invoices = [], isLoading } = useQuery<Invoice[]>({
    queryKey: ['invoices'],
@@ -126,12 +124,10 @@ export function InvoicesPage() {
    <Stack>
      <Group justify="space-between">
        <Title order={2}>Invoices</Title>
-        {!isReadOnly && (
        <Group>
          <Button variant="outline" onClick={() => lateFeesMutation.mutate()} loading={lateFeesMutation.isPending}>Apply Late Fees</Button>
          <Button leftSection={<IconSend size={16} />} onClick={openBulk}>Generate Invoices</Button>
        </Group>
-        )}
      </Group>
      <Group>
        <Card withBorder p="sm"><Text size="xs" c="dimmed">Total Invoices</Text><Text fw={700}>{invoices.length}</Text></Card>
--- a/frontend/src/pages/monthly-actuals/MonthlyActualsPage.tsx
+++ b/frontend/src/pages/monthly-actuals/MonthlyActualsPage.tsx
@@ -10,6 +10,7 @@ import {
 import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query';
 import api from '../../services/api';
 import { useIsReadOnly } from '../../stores/authStore';
+import { usePreferencesStore } from '../../stores/preferencesStore';
 import { AttachmentPanel } from '../../components/attachments/AttachmentPanel';

 interface ActualLine {
@@ -66,6 +67,11 @@ export function MonthlyActualsPage() {
  const [savedJEId, setSavedJEId] = useState<string | null>(null);
  const queryClient = useQueryClient();
  const isReadOnly = useIsReadOnly();
+  const isDark = usePreferencesStore((s) => s.colorScheme) === 'dark';
+  const stickyBg = isDark ? 'var(--mantine-color-dark-7)' : 'white';
+  const stickyBorder = isDark ? 'var(--mantine-color-dark-4)' : '#e9ecef';
+  const incomeBg = isDark ? 'var(--mantine-color-green-9)' : '#e6f9e6';
+  const expenseBg = isDark ? 'var(--mantine-color-red-9)' : '#fde8e8';

  const yearOptions = Array.from({ length: 5 }, (_, i) => {
    const y = new Date().getFullYear() - 2 + i;
@@ -178,16 +184,16 @@ export function MonthlyActualsPage() {
          <Table.Tr key={line.account_id}>
            <Table.Td
              style={{
-                position: 'sticky', left: 0, background: 'white', zIndex: 1,
-                borderRight: '1px solid #e9ecef',
+                position: 'sticky', left: 0, background: stickyBg, zIndex: 1,
+                borderRight: `1px solid ${stickyBorder}`,
              }}
            >
              <Text size="sm" c="dimmed" ff="monospace">{line.account_number}</Text>
            </Table.Td>
            <Table.Td
              style={{
-                position: 'sticky', left: 120, background: 'white', zIndex: 1,
-                borderRight: '1px solid #e9ecef',
+                position: 'sticky', left: 120, background: stickyBg, zIndex: 1,
+                borderRight: `1px solid ${stickyBorder}`,
              }}
            >
              <Group gap={6} wrap="nowrap">
@@ -292,10 +298,10 @@ export function MonthlyActualsPage() {
        <Table striped highlightOnHover style={{ minWidth: 700 }}>
          <Table.Thead>
            <Table.Tr>
-              <Table.Th style={{ position: 'sticky', left: 0, background: 'white', zIndex: 2, minWidth: 120 }}>
+              <Table.Th style={{ position: 'sticky', left: 0, background: stickyBg, zIndex: 2, minWidth: 120 }}>
                Acct #
              </Table.Th>
-              <Table.Th style={{ position: 'sticky', left: 120, background: 'white', zIndex: 2, minWidth: 220 }}>
+              <Table.Th style={{ position: 'sticky', left: 120, background: stickyBg, zIndex: 2, minWidth: 220 }}>
                Account Name
              </Table.Th>
              <Table.Th ta="right" style={{ minWidth: 110 }}>Budget</Table.Th>
@@ -304,8 +310,8 @@ export function MonthlyActualsPage() {
            </Table.Tr>
          </Table.Thead>
          <Table.Tbody>
-            {renderSection('Income', incomeLines, '#e6f9e6', totals.incomeBudget, totals.incomeActual)}
-            {renderSection('Expenses', expenseLines, '#fde8e8', totals.expenseBudget, totals.expenseActual)}
+            {renderSection('Income', incomeLines, incomeBg, totals.incomeBudget, totals.incomeActual)}
+            {renderSection('Expenses', expenseLines, expenseBg, totals.expenseBudget, totals.expenseActual)}
          </Table.Tbody>
        </Table>
      </div>
--- a/frontend/src/pages/reports/BudgetVsActualPage.tsx
+++ b/frontend/src/pages/reports/BudgetVsActualPage.tsx
@@ -5,6 +5,7 @@ import {
 } from '@mantine/core';
 import { useQuery } from '@tanstack/react-query';
 import api from '../../services/api';
+import { usePreferencesStore } from '../../stores/preferencesStore';

 interface BudgetVsActualLine {
  account_id: string;
@@ -46,6 +47,9 @@ const monthFilterOptions = [
 export function BudgetVsActualPage() {
  const [year, setYear] = useState(new Date().getFullYear().toString());
  const [month, setMonth] = useState('');
+  const isDark = usePreferencesStore((s) => s.colorScheme) === 'dark';
+  const incomeBg = isDark ? 'var(--mantine-color-green-9)' : '#e6f9e6';
+  const expenseBg = isDark ? 'var(--mantine-color-red-9)' : '#fde8e8';

  const yearOptions = Array.from({ length: 5 }, (_, i) => {
    const y = new Date().getFullYear() - 2 + i;
@@ -92,7 +96,7 @@ export function BudgetVsActualPage() {

  const renderSection = (title: string, sectionLines: BudgetVsActualLine[], isExpense: boolean, totalBudget: number, totalActual: number) => (
    <>
-      <Table.Tr style={{ background: isExpense ? '#fde8e8' : '#e6f9e6' }}>
+      <Table.Tr style={{ background: isExpense ? expenseBg : incomeBg }}>
        <Table.Td colSpan={6} fw={700}>{title}</Table.Td>
      </Table.Tr>
      {sectionLines.map((line) => {
--- a/frontend/src/pages/reports/QuarterlyReportPage.tsx
+++ b/frontend/src/pages/reports/QuarterlyReportPage.tsx
@@ -8,6 +8,7 @@ import {
  IconTrendingUp, IconTrendingDown, IconAlertTriangle, IconChartBar,
 } from '@tabler/icons-react';
 import api from '../../services/api';
+import { usePreferencesStore } from '../../stores/preferencesStore';

 interface BudgetVsActualItem {
  account_id: string;
@@ -48,6 +49,9 @@ export function QuarterlyReportPage() {
  const currentQuarter = Math.ceil((now.getMonth() + 1) / 3);
  const defaultQuarter = currentQuarter;
  const defaultYear = now.getFullYear();
+  const isDark = usePreferencesStore((s) => s.colorScheme) === 'dark';
+  const incomeBg = isDark ? 'var(--mantine-color-green-9)' : '#e6f9e6';
+  const expenseBg = isDark ? 'var(--mantine-color-red-9)' : '#fde8e8';

  const [year, setYear] = useState(String(defaultYear));
  const [quarter, setQuarter] = useState(String(defaultQuarter));
@@ -207,7 +211,7 @@ export function QuarterlyReportPage() {
              </Table.Thead>
              <Table.Tbody>
                {incomeItems.length > 0 && (
-                  <Table.Tr style={{ background: '#e6f9e6' }}>
+                  <Table.Tr style={{ background: incomeBg }}>
                    <Table.Td colSpan={8} fw={700}>Income</Table.Td>
                  </Table.Tr>
                )}
@@ -215,7 +219,7 @@ export function QuarterlyReportPage() {
                  <BVARow key={item.account_id} item={item} isExpense={false} />
                ))}
                {incomeItems.length > 0 && (
-                  <Table.Tr style={{ background: '#e6f9e6' }}>
+                  <Table.Tr style={{ background: incomeBg }}>
                    <Table.Td colSpan={2} fw={700}>Total Income</Table.Td>
                    <Table.Td ta="right" fw={700} ff="monospace">{fmt(incomeItems.reduce((s, i) => s + i.quarter_budget, 0))}</Table.Td>
                    <Table.Td ta="right" fw={700} ff="monospace">{fmt(incomeItems.reduce((s, i) => s + i.quarter_actual, 0))}</Table.Td>
@@ -226,7 +230,7 @@ export function QuarterlyReportPage() {
                  </Table.Tr>
                )}
                {expenseItems.length > 0 && (
-                  <Table.Tr style={{ background: '#fde8e8' }}>
+                  <Table.Tr style={{ background: expenseBg }}>
                    <Table.Td colSpan={8} fw={700}>Expenses</Table.Td>
                  </Table.Tr>
                )}
@@ -234,7 +238,7 @@ export function QuarterlyReportPage() {
                  <BVARow key={item.account_id} item={item} isExpense={true} />
                ))}
                {expenseItems.length > 0 && (
-                  <Table.Tr style={{ background: '#fde8e8' }}>
+                  <Table.Tr style={{ background: expenseBg }}>
                    <Table.Td colSpan={2} fw={700}>Total Expenses</Table.Td>
                    <Table.Td ta="right" fw={700} ff="monospace">{fmt(expenseItems.reduce((s, i) => s + i.quarter_budget, 0))}</Table.Td>
                    <Table.Td ta="right" fw={700} ff="monospace">{fmt(expenseItems.reduce((s, i) => s + i.quarter_actual, 0))}</Table.Td>
Author	SHA1	Message	Date
olsch01	6bd080f8c4	Merge branch 'claude/practical-rhodes'	2026-03-10 14:22:14 -04:00
olsch01	be3a5191c5	fix: update password when adding existing user to new org When an existing user was added to a new organization via the member management UI, the password entered in the form was silently ignored. This caused the user to be unable to log in with the password they were given, since the hash in the database was from their original account creation for a different org. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>	2026-03-10 14:22:08 -04:00
olsch01	b0282b7f8b	fix: show P&L debit/credit totals on journal entries list The previous aggregation used simple SUM(debit)/SUM(credit) which always produced equal values for balanced entries. This was misleading for entries with income/expense lines (e.g., monthly actuals). Now, when an entry has income/expense lines, the totals reflect only P&L account activity (expenses as debits, income as credits), excluding the cash offset. For balance-sheet-only entries (opening balances, adjustments), the full entry totals are shown. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>	2026-03-10 09:41:26 -04:00
olsch01	ac72905ecb	fix: add total_debit/total_credit aggregations to journal entries list The findAll query was missing SUM aggregations, so the frontend received no total_debit/total_credit fields and fell back to displaying $0.00. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>	2026-03-10 09:17:08 -04:00
JoeBot	7d4df25d16	Update frontend/index.html	2026-03-09 14:17:04 -04:00
JoeBot	538828b91a	Merge pull request 'fix: dark mode styling across 5 pages' (#4 ) from fix/dark-mode-styling into main	2026-03-09 14:04:50 -04:00
olsch01	14160854b9	fix: resolve hardcoded light backgrounds breaking dark mode across 5 pages Replace hardcoded light colors (#e6f9e6, #fde8e8, white, #e9ecef) with theme-aware alternatives using usePreferencesStore. Affected pages: - CashFlowForecastPage: forecast row and striped row backgrounds - MonthlyActualsPage: sticky column backgrounds, borders, section headers - BudgetsPage: sticky column backgrounds, borders, section headers - BudgetVsActualPage: income/expense section header backgrounds - QuarterlyReportPage: income/expense and total row backgrounds Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>	2026-03-09 14:02:46 -04:00
JoeBot	36d486d78c	Add Chat Widget for support added support chat widget to index.html	2026-03-09 13:31:17 -04:00