olsch01 2b331bb3ef feat: investment chart alignment, auto-renew records, fund transfers, capital planning report, and upcoming activities (v2026.3.24) ...

- Lock InvestmentTimeline and ProjectionChart to shared X axis range
- Auto-create renewal scenario_investments records when auto_renew is true
- Add fund transfer mechanism between asset accounts with journal entries
- Add Capital Planning Report (5-year forecast grouped by category)
- Add Upcoming Investment Activities dashboard card (maturities + planned purchases)
- Bump version to 2026.3.24

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

2026-03-24 14:41:17 -04:00

backend

feat: investment chart alignment, auto-renew records, fund transfers, capital planning report, and upcoming activities (v2026.3.24)

2026-03-24 14:41:17 -04:00

db

feat: add annual billing, free trial, upgrade/downgrade, and ACH invoice support

2026-03-18 08:04:51 -04:00

docs

fix: improve AI health score accuracy and consistency

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

frontend

feat: investment chart alignment, auto-renew records, fund transfers, capital planning report, and upcoming activities (v2026.3.24)

2026-03-24 14:41:17 -04:00

load-tests

Upload files to "load-tests"

2026-03-19 16:12:09 -04:00

nginx

feat(security): address findings from v2 security assessment

2026-03-17 07:46:11 -04:00

scripts

feat: add test data cleanup utility script

2026-03-18 08:59:27 -04:00

.env.example

feat: add annual billing, free trial, upgrade/downgrade, and ACH invoice support

2026-03-18 08:04:51 -04:00

.gitignore

Add database backup/restore script with auto-pruning

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

docker-compose.prod.yml

feat: add annual billing, free trial, upgrade/downgrade, and ACH invoice support

2026-03-18 08:04:51 -04:00

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 annual billing, free trial, upgrade/downgrade, and ACH invoice support

2026-03-18 08:04:51 -04:00

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

ONBOARDING-AND-AUTH.md

feat: add annual billing, free trial, upgrade/downgrade, and ACH invoice support

2026-03-18 08:04:51 -04:00

PARKING-LOT.md

feat: UX enhancements, member limits, forecast fix, and menu cleanup (v2026.3.19)

2026-03-18 14:47:04 -04:00

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

3.9 MiB

Languages

TypeScript 95%

JavaScript 2.7%

Shell 2%

PLpgSQL 0.1%