olsch01 f20f54b128 fix: compound inflation, budget planner CSV import, simplify budget manager ...

- Fix compound inflation: use Math.pow(1 + rate/100, yearsGap) instead of
  flat rate so multi-year gaps (e.g., 2026→2029) compound annually
- Budget Planner: add CSV import flow + Download Template button; show proper
  empty state when no base budget exists with Create/Import options
- Budget Manager: remove CSV import, Download Template, and Save buttons;
  redirect users to Budget Planner when no budget exists for selected year
- Fix getAvailableYears to return null latestBudgetYear when no budgets exist
  and include current year in year selector for fresh tenants

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

2026-03-16 14:39:31 -04:00

backend

fix: compound inflation, budget planner CSV import, simplify budget manager

2026-03-16 14:39:31 -04:00

db

feat: add Future Year Budget Planning with inflation-adjusted projections

2026-03-16 10:24:18 -04:00

docs

fix: improve AI health score accuracy and consistency

2026-03-06 12:44:12 -05:00

frontend

fix: compound inflation, budget planner CSV import, simplify budget manager

2026-03-16 14:39:31 -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

3.2 MiB

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