HOA_Financial_Platform

Files

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