JoeBot

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• Joined on 2026-02-03

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JoeBot pushed to main at JoeBot/HOA_Financial_Platform 2026-03-02 14:40:57 -05:00

704f29362a Add database backup/restore script with auto-pruning

JoeBot pushed to main at JoeBot/HOA_Financial_Platform 2026-03-02 14:28:12 -05:00

42767e3119 Add SSL/TLS support with Certbot and update deployment guide

JoeBot pushed to main at JoeBot/HOA_Financial_Platform 2026-03-02 14:12:22 -05:00

a550a8d0be Add deployment guide for staging Docker servers with DB backup/restore

063741adc7 Capital Planning: add Unscheduled bucket for imported projects without target_year

ad2f16d93b Capital Planning: show beyond-window projects in Future bucket, 2-col layout

b0b36df4e4 Reserve health: add projected cash flow with special assessments; add Last Updated to cards

aa7f2dab32 Add 12-month projected cash flow to operating health score analysis

Compare 13 commits »

JoeBot pushed to main at JoeBot/HOA_Financial_Platform 2026-02-26 13:42:26 -05:00

2fed5d6ce1 Phase 6: Expand market rates and enhance AI investment recommendations

JoeBot pushed to main at JoeBot/HOA_Financial_Platform 2026-02-26 13:25:51 -05:00

d9bb9363dd Add admin enhancements: impersonation, plan management, org status enforcement

e156cf7c87 Fix TypeORM entity type for confirmationNumber column

76ab63a200 Fix TypeScript nullable types for subscription fields

a32d4cc179 Add comprehensive platform administration panel

0bd30a0eb8 Add 12-month cash flow forecast to AI investment context

Compare 12 commits »

JoeBot pushed to main at JoeBot/HOA_Financial_Platform 2026-02-25 14:05:13 -05:00

e0c956859b Fix bugs: monthly actuals month filter, unit assessments, project funding logic, UI cleanup

JoeBot pushed to main at JoeBot/HOA_Financial_Platform 2026-02-25 09:13:57 -05:00

45a267d787 Quality-of-life enhancements: CSV import/export, opening balances, interest rates, mobile UX

JoeBot pushed to main at JoeBot/HOA_Financial_Platform 2026-02-23 15:51:39 -05:00

32af961173 Fix monthly actuals: allow negative values and fix save/reconcile error

JoeBot pushed to main at JoeBot/HOA_Financial_Platform 2026-02-23 11:49:04 -05:00

84822474f8 Sprint 6: Monthly actuals input, reconciliation, and file attachments

JoeBot pushed to main at JoeBot/HOA_Financial_Platform 2026-02-22 16:39:23 -05:00

ea49b91bb3 Sprint 5: User profile menu, preferences, org member management, v0.2.0

JoeBot pushed to main at JoeBot/HOA_Financial_Platform 2026-02-21 18:53:20 -05:00

b5861de609 Filter Accounts page to show only cash positions (asset, liability, investment)

JoeBot pushed to main at JoeBot/HOA_Financial_Platform 2026-02-21 18:44:25 -05:00

017421a85a Fix budget page UI: annual totals, summary cards, sticky headers, column layout

JoeBot pushed to main at JoeBot/HOA_Financial_Platform 2026-02-21 14:24:07 -05:00

61e43212b9 Flexible budget import with auto-account creation and text-based account numbers

JoeBot pushed to main at JoeBot/HOA_Financial_Platform 2026-02-21 13:57:45 -05:00

1e40848222 Add investments to All tab, withdrawal on create, modal fixes, and login logo

JoeBot pushed to main at JoeBot/HOA_Financial_Platform 2026-02-21 13:45:04 -05:00

d4ae5d1d33 Hide system equity accounts from Accounts page

JoeBot pushed to main at JoeBot/HOA_Financial_Platform 2026-02-21 13:35:03 -05:00

f210b05beb Fix cash flow forecast double-counting by using asset accounts consistently

JoeBot pushed to main at JoeBot/HOA_Financial_Platform 2026-02-20 13:03:08 -05:00

b1a28f7a85 Add Phase 4 Cash Flow Visualization with forecast endpoint and Recharts chart

JoeBot pushed to main at JoeBot/HOA_Financial_Platform 2026-02-20 08:53:17 -05:00

8ebd324e77 Remove Investments tab, enhance fund tabs with full investment details and edit

JoeBot pushed to main at JoeBot/HOA_Financial_Platform 2026-02-20 08:33:07 -05:00

c68a7e21c3 Show investments under Operating/Reserve tabs and include in fund totals

JoeBot pushed to main at JoeBot/HOA_Financial_Platform 2026-02-20 08:22:37 -05:00

112578672e Fix reserve fund balance, dynamic project funding, year-end report, and unit form