olsch01 82433955bd feat: dashboard quick stats enhancements and monthly actuals read/edit mode ...

Dashboard Quick Stats:
- Create Capital Projects section with "Planned Capital Spend 2026"
- Fix Interest Earned YTD to pull from actual journal entries on
  interest income accounts instead of unrealized investment gains
- Add Interest Earned YoY showing projected current year vs last year
  actuals with percentage change badge

Monthly Actuals:
- Default to read-only view when actuals are already reconciled
- Show "Edit Actuals" button instead of "Save Actuals" for reconciled months
- Add confirmation modal warning that editing will void existing journal
  entry before allowing edits
- New months without actuals open directly in edit mode

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

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

backend

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

2026-03-13 14:41:14 -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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Shell 1.8%

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Dockerfile 0.2%

HTML 0.1%