• Joined on 2026-02-03
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
JoeBot pushed to main at JoeBot/HOA_Financial_Platform 2026-02-19 19:11:23 -05:00
739ccaeed4 Fix account balances showing $0 and dashboard KPIs on new tenants
JoeBot pushed to main at JoeBot/HOA_Financial_Platform 2026-02-19 15:13:28 -05:00
b0634f7263 Fix initial balance journal entries and add investment account creation
JoeBot pushed to main at JoeBot/HOA_Financial_Platform 2026-02-19 14:32:46 -05:00
301f8a7bde Phase 3: Optimize & clean up — unified projects, account enhancements, new tenant fix
JoeBot pushed to main at JoeBot/HOA_Financial_Platform 2026-02-18 20:00:24 -05:00
17fdacc0f2 Phase 2 tweaks: admin tenant creation, unit delete, frequency, UI overhaul
JoeBot pushed to main at JoeBot/HOA_Financial_Platform 2026-02-18 14:28:53 -05:00
01502e07bc Implement Phase 2 features: roles, assessment groups, budget import, Kanban
JoeBot pushed to main at JoeBot/HOA_Financial_Platform 2026-02-18 09:10:00 -05:00
e0272f9d8a Rename to HOA LedgerIQ and implement remaining report pages
JoeBot created branch main in JoeBot/HOA_Financial_Platform 2026-02-17 19:58:16 -05:00