HOA_Financial_Platform

Files

olsch01 c8d77aaa48 feat: add Board Planning module with investment/assessment scenario modeling

Implements Phase 11 Forecasting Tools - a "what-if" scenario planning system
for HOA boards to model financial decisions before committing.

Backend:
- 3 new tenant-scoped tables: board_scenarios, scenario_investments, scenario_assessments
- Migration script (013) for existing tenants
- Full CRUD service for scenarios, investments, and assessments
- Projection engine adapted from cash flow forecast with investment/assessment deltas
- Scenario comparison endpoint (up to 4 scenarios)
- Investment execution flow: converts planned → real investment_accounts + journal entry

Frontend:
- New "Board Planning" sidebar section with 3 pages
- Investment Scenarios: list, create, detail with investments table + timeline
- Assessment Scenarios: list, create, detail with changes table
- Scenario Comparison: multi-select overlay chart + summary metrics
- Shared components: ProjectionChart, InvestmentTimeline, ScenarioCard, forms
- AI Recommendation → Investment Plan integration (Story 1A)

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

2026-03-16 09:52:10 -04:00

accounts

QoL tweaks: Cash Flow cards, auto-primary accounts, investment projections, Sankey filters

2026-02-27 14:22:37 -05:00

assessment-groups

feat: add flexible billing frequency support for invoices

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

attachments

Sprint 6: Monthly actuals input, reconciliation, and file attachments

2026-02-23 11:48:57 -05:00

auth

security: address assessment findings and bump to v2026.3.11