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b13fbfe8c7
Merge branch 'claude/ecstatic-elgamal'
olsch01
2026-03-13 14:52:59 -04:00
280a5996f6
fix: use rate-based estimate for interest YoY projection
olsch01
2026-03-13 14:52:54 -04:00
9a082d2950
Merge branch 'claude/ecstatic-elgamal'
olsch01
2026-03-13 14:41:20 -04:00
82433955bd
feat: dashboard quick stats enhancements and monthly actuals read/edit mode
olsch01
2026-03-13 14:41:14 -04:00
8e2456dcae
Merge branch 'claude/ecstatic-elgamal'
olsch01
2026-03-11 15:51:12 -04:00
1acd8c3bff
fix: check reserve-funded projects instead of unused reserve_components table
olsch01
2026-03-11 15:51:12 -04:00
2de0cde94c
Merge branch 'claude/ecstatic-elgamal'
olsch01
2026-03-11 15:47:02 -04:00
94c7c90b91
fix: use project estimated_cost for reserve funded ratio calculation
olsch01
2026-03-11 15:46:56 -04:00
f47fbfcf93
Merge branch 'claude/ecstatic-elgamal'
olsch01
2026-03-11 15:42:24 -04:00
04771f370c
fix: clarify reserve health score when no components are entered
olsch01
2026-03-11 15:42:15 -04:00
208c1dd7bc
security: address assessment findings and bump to v2026.3.11
olsch01
2026-03-11 15:22:58 -04:00
61a4f27af4
security: address assessment findings and bump to v2026.3.11
olsch01
2026-03-11 15:22:58 -04:00
a047144922
Added userID and URL to Chatwoot Script
JoeBot
2026-03-10 14:49:50 -04:00
508a86d16c
fix: resolve Vite parse5 HTML error in index.html
olsch01
2026-03-10 14:32:35 -04:00
16e1ada261
fix: budget save error and add read-only view mode (v2026.03.10)
olsch01
2026-03-10 14:28:09 -04:00
6bd080f8c4
Merge branch 'claude/practical-rhodes'
olsch01
2026-03-10 14:22:14 -04:00
be3a5191c5
fix: update password when adding existing user to new org
olsch01
2026-03-08 19:49:23 -04:00
b0282b7f8b
fix: show P&L debit/credit totals on journal entries list
olsch01
2026-03-10 09:41:26 -04:00
ac72905ecb
fix: add total_debit/total_credit aggregations to journal entries list
olsch01
2026-03-10 09:17:08 -04:00
7d4df25d16
Update frontend/index.html
JoeBot
2026-03-09 14:17:04 -04:00
538828b91a
Merge pull request 'fix: dark mode styling across 5 pages' (#4 ) from fix/dark-mode-styling into main
JoeBot
2026-03-09 14:04:50 -04:00
14160854b9
fix: resolve hardcoded light backgrounds breaking dark mode across 5 pages
olsch01
2026-03-09 14:02:46 -04:00
36d486d78c
Add Chat Widget for support
JoeBot
2026-03-09 13:31:17 -04:00
9d137a40d3
fix: enforce read-only restrictions for viewer role across 5 pages
olsch01
2026-03-09 09:59:20 -04:00
3bf6b8c6c9
fix: update password when adding existing user to new org
olsch01
2026-03-08 19:49:23 -04:00
4759374883
feat: add dark mode with persistent user preference
olsch01
2026-03-08 19:36:11 -04:00
cb6e34d5ce
feat: add password reset utility script
olsch01
2026-03-07 12:19:22 -05:00
2b72951e66
chore: bump version to 2026.3.7 (Beta)
olsch01
2026-03-07 12:01:53 -05:00
69dad7cc74
fix: resolve 5 invoice/payment issues from user feedback
olsch01
2026-03-07 11:53:54 -05:00
efa5aca35f
feat: add flexible billing frequency support for invoices
olsch01
2026-03-06 19:08:56 -05:00
2b83defbc3
fix: resolve 5 invoice/payment issues from user feedback
olsch01
2026-03-07 11:53:54 -05:00
1e31595d7f
feat: add flexible billing frequency support for invoices
olsch01
2026-03-06 19:08:56 -05:00
c429dcc033
Merge pull request 'fix: improve AI health score accuracy and consistency' (#1 ) from ai-improvements into main
JoeBot
2026-03-06 14:44:39 -05:00
9146118df1
feat: async AI calls, 10-min timeout, and failure messaging
olsch01
2026-03-06 14:42:53 -05:00
07d15001ae
fix: improve AI health score accuracy and consistency
olsch01
2026-03-06 12:44:12 -05:00
a0b366e94a
fix: resolve critical SQL and display bugs across 5 financial reports
olsch01
2026-03-04 14:15:01 -05:00
3790a3bd9e
docs: add scaling guide for production infrastructure
olsch01
2026-03-03 15:06:22 -05:00
0a07c61ca3
perf: remove unnecessary postgres/redis host port mappings in production
olsch01
2026-03-03 14:52:09 -05:00
337b6061b2
feat: reliability enhancements for AI services and capital planning
olsch01
2026-03-03 12:02:30 -05:00
467fdd2a6c
fix: auto-detect system Chromium for puppeteer on Linux servers
olsch01
2026-03-03 11:05:53 -05:00
c12ad94b7f
fix: rewrite Bankrate scraper to extract actual bank names from offer cards
olsch01
2026-03-03 10:44:58 -05:00
05e241c792
fix: allow null planned_date when updating projects
olsch01
2026-03-03 10:05:29 -05:00
5ee4c71fc1
chore: update package-lock.json with newrelic dependency
olsch01
2026-03-03 09:54:12 -05:00
81908e48ea
feat: add New Relic APM instrumentation to backend
olsch01
2026-03-03 09:31:56 -05:00
6230558b91
fix: remove backend/frontend host port mappings from base compose
olsch01
2026-03-02 20:14:24 -05:00
2c215353d4
refactor: remove Docker nginx from production, use host nginx directly
olsch01
2026-03-02 20:08:32 -05:00
d526025926
fix: map Docker nginx to port 8080 to avoid conflict with host reverse proxy
olsch01
2026-03-02 19:59:24 -05:00
411239bea4
Prod infra: frontend on port 3001, remove certbot from compose
olsch01
2026-03-02 19:43:14 -05:00
7e6c4c16ce
Update backend/src/main.ts
JoeBot
2026-03-02 17:56:01 -05:00
ea0e3d6f29
Fix TS error: guard null target_year in KanbanCard comparison
olsch01
2026-03-02 17:00:55 -05:00
8db89373e0
Add production infrastructure: compiled builds, clustering, connection pooling
olsch01
2026-03-02 16:55:19 -05:00
e719f593de
Update frontend/vite.config.ts
JoeBot
2026-03-02 15:13:36 -05:00
16adfd6f26
Fix: add react-joyride to frontend dependencies
olsch01
2026-03-02 15:06:27 -05:00
704f29362a
Add database backup/restore script with auto-pruning
olsch01
2026-03-02 14:40:51 -05:00
42767e3119
Add SSL/TLS support with Certbot and update deployment guide
olsch01
2026-03-02 14:28:01 -05:00
a550a8d0be
Add deployment guide for staging Docker servers with DB backup/restore
olsch01
2026-03-02 14:09:32 -05:00
063741adc7
Capital Planning: add Unscheduled bucket for imported projects without target_year
olsch01
2026-03-02 14:03:39 -05:00
ad2f16d93b
Capital Planning: show beyond-window projects in Future bucket, 2-col layout
olsch01
2026-03-02 12:16:20 -05:00
b0b36df4e4
Reserve health: add projected cash flow with special assessments; add Last Updated to cards
olsch01
2026-03-02 10:18:34 -05:00
aa7f2dab32
Add 12-month projected cash flow to operating health score analysis
olsch01
2026-03-02 10:10:51 -05:00
d2d553eed6
Fix health scores: use correct invoices column name (amount, not amount_due)
olsch01
2026-03-02 10:00:23 -05:00
2ca277b6e6
Phase 8: AI-driven operating and reserve fund health scores
olsch01
2026-03-02 09:56:56 -05:00
bfcbe086f2
Fix WriteAccessGuard: use req.userRole from middleware (runs before guards)
olsch01
2026-03-01 09:21:09 -05:00
c92eb1b57b
RBAC: Enforce read-only viewer role across backend and frontend
olsch01
2026-03-01 09:18:32 -05:00
07347a644f
QoL tweaks: Cash Flow cards, auto-primary accounts, investment projections, Sankey filters
olsch01
2026-02-27 14:22:37 -05:00
f1e66966f3
Phase 7: Add user onboarding tour and tenant setup wizard
olsch01
2026-02-27 09:47:45 -05:00
d1c40c633f
Fix dashboard KPIs: resolve nested aggregate and missing column errors
olsch01
2026-02-27 09:11:37 -05:00
0e82e238c1
Bug & tweak sprint: fix financial calculations, add quarterly report, enhance dashboard
olsch01
2026-02-26 18:17:30 -05:00
2fed5d6ce1
Phase 6: Expand market rates and enhance AI investment recommendations
olsch01
2026-02-26 13:39:19 -05:00
d9bb9363dd
Add admin enhancements: impersonation, plan management, org status enforcement
olsch01
2026-02-26 13:21:59 -05:00
e156cf7c87
Fix TypeORM entity type for confirmationNumber column
olsch01
2026-02-26 08:53:54 -05:00
76ab63a200
Fix TypeScript nullable types for subscription fields
olsch01
2026-02-26 08:53:15 -05:00
a32d4cc179
Add comprehensive platform administration panel
olsch01
2026-02-26 08:51:39 -05:00
0bd30a0eb8
Add 12-month cash flow forecast to AI investment context
olsch01
2026-02-25 21:04:57 -05:00
0626b8d496
Increase nginx proxy timeout for AI recommendations endpoint
olsch01
2026-02-25 20:55:05 -05:00
25663fc79e
Add AI debug logging and switch from fetch to https module
olsch01
2026-02-25 20:50:39 -05:00
fe4989bbcc
Switch AI model from kimi-k2.5 to qwen/qwen3.5-397b-a17b
olsch01
2026-02-25 20:37:48 -05:00
36271585d9
Fix AI timeout and token limits for thinking model (kimi-k2.5)
olsch01
2026-02-25 15:50:53 -05:00
18c7989983
Fix: units table uses status='active' not is_active column
olsch01
2026-02-25 15:37:47 -05:00
c28d7aeffc
Fix TypeScript: export interfaces for controller return type resolution
olsch01
2026-02-25 15:32:55 -05:00
f7e9c98bd9
Phase 5: AI investment planning - CD rate fetcher and AI recommendation engine
olsch01
2026-02-25 15:31:32 -05:00
e0c956859b
Fix bugs: monthly actuals month filter, unit assessments, project funding logic, UI cleanup
olsch01
2026-02-25 14:05:07 -05:00
45a267d787
Quality-of-life enhancements: CSV import/export, opening balances, interest rates, mobile UX
olsch01
2026-02-25 09:13:51 -05:00
32af961173
Fix monthly actuals: allow negative values and fix save/reconcile error
olsch01
2026-02-23 15:51:33 -05:00
84822474f8
Sprint 6: Monthly actuals input, reconciliation, and file attachments
olsch01
2026-02-23 11:48:57 -05:00
ea49b91bb3
Sprint 5: User profile menu, preferences, org member management, v0.2.0
olsch01
2026-02-22 16:39:17 -05:00
b5861de609
Filter Accounts page to show only cash positions (asset, liability, investment)
olsch01
2026-02-21 18:53:15 -05:00
017421a85a
Fix budget page UI: annual totals, summary cards, sticky headers, column layout
olsch01
2026-02-21 18:44:19 -05:00
61e43212b9
Flexible budget import with auto-account creation and text-based account numbers
olsch01
2026-02-21 14:24:00 -05:00
1e40848222
Add investments to All tab, withdrawal on create, modal fixes, and login logo
olsch01
2026-02-21 13:57:40 -05:00
d4ae5d1d33
Hide system equity accounts from Accounts page
olsch01
2026-02-21 13:44:58 -05:00
f210b05beb
Fix cash flow forecast double-counting by using asset accounts consistently
olsch01
2026-02-21 13:34:58 -05:00
b1a28f7a85
Add Phase 4 Cash Flow Visualization with forecast endpoint and Recharts chart
olsch01
2026-02-20 13:03:00 -05:00
8ebd324e77
Remove Investments tab, enhance fund tabs with full investment details and edit
olsch01
2026-02-20 08:53:04 -05:00
c68a7e21c3
Show investments under Operating/Reserve tabs and include in fund totals
olsch01
2026-02-20 08:33:00 -05:00
112578672e
Fix reserve fund balance, dynamic project funding, year-end report, and unit form
olsch01
2026-02-20 08:22:31 -05:00
739ccaeed4
Fix account balances showing $0 and dashboard KPIs on new tenants
olsch01
2026-02-19 19:11:00 -05:00
b0634f7263
Fix initial balance journal entries and add investment account creation
olsch01
2026-02-19 15:13:22 -05:00
301f8a7bde
Phase 3: Optimize & clean up — unified projects, account enhancements, new tenant fix
olsch01
2026-02-19 14:32:35 -05:00
17fdacc0f2
Phase 2 tweaks: admin tenant creation, unit delete, frequency, UI overhaul
olsch01
2026-02-18 20:00:16 -05:00
olsch01