olsch01 d1c40c633f Fix dashboard KPIs: resolve nested aggregate and missing column errors ...

- Wrap account interest query in subquery to avoid SUM(SUM(...)) nesting
- Replace nonexistent interest_earned column with current_value - principal

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

2026-02-27 09:11:37 -05:00

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accounts

Quality-of-life enhancements: CSV import/export, opening balances, interest rates, mobile UX

2026-02-25 09:13:51 -05:00

assessment-groups

Phase 3: Optimize & clean up — unified projects, account enhancements, new tenant fix

2026-02-19 14:32:35 -05:00

attachments

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

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

auth

Add admin enhancements: impersonation, plan management, org status enforcement

2026-02-26 13:21:59 -05:00

budgets

Flexible budget import with auto-account creation and text-based account numbers

2026-02-21 14:24:00 -05:00

capital-projects

Initial commit: HOA Financial Intelligence Platform MVP

2026-02-17 19:58:04 -05:00

fiscal-periods

Initial commit: HOA Financial Intelligence Platform MVP

2026-02-17 19:58:04 -05:00

investment-planning

Phase 6: Expand market rates and enhance AI investment recommendations

2026-02-26 13:39:53 -05:00

investments

Flexible budget import with auto-account creation and text-based account numbers

2026-02-21 14:24:00 -05:00

invoices

Flexible budget import with auto-account creation and text-based account numbers

2026-02-21 14:24:00 -05:00

journal-entries

Fix monthly actuals: allow negative values and fix save/reconcile error

2026-02-23 15:51:33 -05:00

monthly-actuals

Fix bugs: monthly actuals month filter, unit assessments, project funding logic, UI cleanup

2026-02-25 14:05:07 -05:00

organizations

Add admin enhancements: impersonation, plan management, org status enforcement

2026-02-26 13:21:59 -05:00

payments

Flexible budget import with auto-account creation and text-based account numbers

2026-02-21 14:24:00 -05:00

projects

Bug & tweak sprint: fix financial calculations, add quarterly report, enhance dashboard

2026-02-26 18:17:30 -05:00

reports

Fix dashboard KPIs: resolve nested aggregate and missing column errors

2026-02-27 09:11:37 -05:00

reserve-components

Initial commit: HOA Financial Intelligence Platform MVP

2026-02-17 19:58:04 -05:00

units

Fix bugs: monthly actuals month filter, unit assessments, project funding logic, UI cleanup

2026-02-25 14:05:07 -05:00

users

Add comprehensive platform administration panel

2026-02-26 08:51:39 -05:00

vendors

Bug & tweak sprint: fix financial calculations, add quarterly report, enhance dashboard

2026-02-26 18:17:30 -05:00