olsch01 280a5996f6 fix: use rate-based estimate for interest YoY projection ...

The projected interest was extrapolating from sparse YTD journal entries,
producing inaccurate results early in the year. Now uses the same
rate-based est_monthly_interest calculation (from account balances and
investment rates) for remaining months, consistent with the dashboard KPI.

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

2026-03-13 14:52:54 -04:00

backend

fix: use rate-based estimate for interest YoY projection

2026-03-13 14:52:54 -04:00

db

fix: resolve 5 invoice/payment issues from user feedback

2026-03-07 12:01:57 -05:00

docs

fix: improve AI health score accuracy and consistency

2026-03-06 12:44:12 -05:00

frontend

feat: dashboard quick stats enhancements and monthly actuals read/edit mode

2026-03-13 14:41:14 -04:00

nginx

feat: async AI calls, 10-min timeout, and failure messaging

2026-03-06 14:42:53 -05:00

scripts

feat: add password reset utility script

2026-03-07 12:19:22 -05:00

.env.example

feat: add New Relic APM instrumentation to backend

2026-03-03 09:31:56 -05:00

.gitignore

Add database backup/restore script with auto-pruning

2026-03-02 14:40:51 -05:00

docker-compose.prod.yml

perf: remove unnecessary postgres/redis host port mappings in production

2026-03-03 14:52:09 -05:00

docker-compose.ssl.yml

Add SSL/TLS support with Certbot and update deployment guide

2026-03-02 14:28:01 -05:00

docker-compose.yml

feat: add New Relic APM instrumentation to backend

2026-03-03 09:31:56 -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

PLAN.md

fix: improve AI health score accuracy and consistency

2026-03-06 12:44:12 -05:00

Description

HOA Financial Intelligence Platform - Multi-tenant financial management for homeowner associations

2.3 MiB

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