JoeBot/HOA_Financial_Platform
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07347a644f3d11ea3b14ea8418efe529dd2ba440
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olsch01 07347a644f QoL tweaks: Cash Flow cards, auto-primary accounts, investment projections, Sankey filters 
- Dashboard: Remove tenant name/role subtitle
- Cash Flow: Replace Operating/Reserve net cards with inflow vs outflow
  breakdown showing In/Out amounts and signed net; replace Ending Cash
  card with AI Financial Health status from saved recommendation
- Accounts: Auto-set first asset account per fund_type as primary on creation
- Investments: Add 5th summary card for projected annual interest earnings
- Sankey: Add Actuals/Budget/Forecast data source toggle and
  All Funds/Operating/Reserve fund filter SegmentedControls with
  backend support for budget-based and forecast (actuals+budget) queries

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-27 14:22:37 -05:00
backend
QoL tweaks: Cash Flow cards, auto-primary accounts, investment projections, Sankey filters
2026-02-27 14:22:37 -05:00
db
Phase 7: Add user onboarding tour and tenant setup wizard
2026-02-27 09:47:45 -05:00
frontend
QoL tweaks: Cash Flow cards, auto-primary accounts, investment projections, Sankey filters
2026-02-27 14:22:37 -05:00
nginx
Increase nginx proxy timeout for AI recommendations endpoint
2026-02-25 20:55:05 -05:00
scripts
Phase 6: Expand market rates and enhance AI investment recommendations
2026-02-26 13:39:53 -05:00
.env.example
Add AI debug logging and switch from fetch to https module
2026-02-25 20:50:39 -05:00
.gitignore
Initial commit: HOA Financial Intelligence Platform MVP
2026-02-17 19:58:04 -05:00
docker-compose.yml
Add AI debug logging and switch from fetch to https module
2026-02-25 20:50:39 -05:00
HOA_Financial_Platform_Part1_Market_Analysis.md
Initial commit: HOA Financial Intelligence Platform MVP
2026-02-17 19:58:04 -05:00
HOA_Financial_Platform_Part2_Competitive_Analysis.md
Initial commit: HOA Financial Intelligence Platform MVP
2026-02-17 19:58:04 -05:00
HOA_Financial_Platform_Part3_MVP_Features.md
Initial commit: HOA Financial Intelligence Platform MVP
2026-02-17 19:58:04 -05:00
HOA_Financial_Platform_Part4_Technical_Architecture.md
Initial commit: HOA Financial Intelligence Platform MVP
2026-02-17 19:58:04 -05:00
Description
HOA Financial Intelligence Platform - Multi-tenant financial management for homeowner associations
2.3 MiB
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