301f8a7bdefd1c884c42967482d3f5beb9f318cf
- Unify reserve_components + capital_projects into single projects model with full CRUD backend and new Projects page frontend - Rewrite Capital Planning to read from unified projects/planning endpoint; add empty state directing users to Projects page when no planning items exist - Add default designation to assessment groups with auto-set on first creation; units now require an assessment group (pre-populated with default) - Add primary account designation (one per fund type) and balance adjustment via journal entries against equity offset accounts (3000/3100) - Add computed investment fields (interest earned, maturity value, days remaining) with PostgreSQL date arithmetic fix for DATE - DATE integer result - Restructure sidebar: investments in Accounts tab, Year-End under Reports, Planning section with Projects and Capital Planning - Fix new tenant creation seeding unwanted default chart of accounts — new tenants now start with a blank slate Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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HOA Financial Intelligence Platform - Multi-tenant financial management for homeowner associations
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