olsch01 112578672e Fix reserve fund balance, dynamic project funding, year-end report, and unit form ...

- Dashboard reserve fund KPI now uses reserve equity accounts (fund balance
  position) instead of asset accounts, correctly showing the total reserve
  fund balance regardless of how users categorize their reserve accounts
- Projects findAll() and findForPlanning() dynamically compute funded_percentage
  and current_fund_balance from reserve equity account balances via CTE,
  distributing the total reserve balance proportionally across projects
- Year-end summary reserve status now queries unified projects table instead
  of deprecated reserve_components table
- Remove standalone Monthly Assessment field from Units form — assessment
  amount is now inherited from the selected assessment group

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

2026-02-20 08:22:31 -05:00

backend

Fix reserve fund balance, dynamic project funding, year-end report, and unit form

2026-02-20 08:22:31 -05:00

db

Phase 2 tweaks: admin tenant creation, unit delete, frequency, UI overhaul

2026-02-18 20:00:16 -05:00

frontend

Fix reserve fund balance, dynamic project funding, year-end report, and unit form

2026-02-20 08:22:31 -05:00

nginx

Initial commit: HOA Financial Intelligence Platform MVP

2026-02-17 19:58:04 -05:00

.env.example

Initial commit: HOA Financial Intelligence Platform MVP

2026-02-17 19:58:04 -05:00

.gitignore

Initial commit: HOA Financial Intelligence Platform MVP

2026-02-17 19:58:04 -05:00

docker-compose.yml

Initial commit: HOA Financial Intelligence Platform MVP

2026-02-17 19:58:04 -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

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