JoeBot/HOA_Financial_Platform
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HOA_Financial_Platform/PARKING-LOT.md
olsch01 66e2f87a96 feat: UX enhancements, member limits, forecast fix, and menu cleanup (v2026.3.19) 
- Onboarding wizard: add Reserve Account step between Operating and Assessments,
  redirect to Budget Planning on completion
- Dashboard: health score pending state shows clickable links to set up missing items
- Projects/Vendors: rich empty-state wizard screens with real-world examples and CTAs
- Investment Planning: auto-refresh AI recommendations when empty or stale (>30 days)
- Hide Invoices and Payments menus (see PARKING-LOT.md for re-enablement)
- Send welcome email via Resend when new members are added to a tenant
- Enforce 5-member limit for Starter/Standard/Professional plans (Enterprise unlimited)
- Cash flow forecast: only mark months as "Actual" when journal entries exist,
  fixing the issue where months without data showed as actuals
- Bump version to 2026.3.19

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-18 14:47:04 -04:00

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Parking Lot — Features Hidden or Deferred

This document tracks features that have been built but are currently hidden or deferred for future use.

Invoices & Payments (Hidden as of 2026.03.19)

Status: Built but hidden from navigation

What exists:

  • Full Invoices page at /invoices with CRUD, generation, and management
  • Full Payments page at /payments with payment tracking and reconciliation
  • Backend API endpoints for both modules are fully functional
  • Routes remain registered in App.tsx (accessible via direct URL if needed)

Where hidden:

  • frontend/src/components/layout/Sidebar.tsx — Navigation links commented out in the Transactions section

To re-enable:

  1. Uncomment the Invoices and Payments entries in Sidebar.tsx (search for "PARKING-LOT.md")
  2. No other changes needed — routes and backend are intact