/dashboard/budget-management now renders a Budget Workbook that pulls YTD
actuals (from the accounting GL, through a chosen month), derives a monthly
average (YTD/N), takes a per-line inflation %, and projects an annual budget
(avg x 12 x (1+infl)). Footer rolls up annual budget / 12 / # units = per-unit
monthly assessment. Income + expense sections; all imported fields editable.
- Standalone saved worksheet (accounting.budget_workbooks/_lines, RLS like accounts)
- "Push to Budget" writes projected/12 into accounting.budgets + budget_entries
- Uses accounting.accounts (synced with the Accounting dashboard COA) and paginates
the GL fetch (1000-row cap). Nav relabeled Budget Management -> Budget Workbook.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The bank register fetched transactions in a single request, which
PostgREST caps at 1000 rows. An imported bank account with a longer
register (e.g. Bridgewater Checking, ~1,500 rows) truncated, throwing
off the displayed running balance. Page through all rows ordered by a
stable key (date, created_at, id).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
PostgREST caps each response at 1000 rows. The P&L and Balance Sheet
fetch every journal_entry_line for the company and aggregate client-side,
so any association with >1000 GL lines (e.g. an imported Buildium GL) only
saw the first 1000 — accounts whose activity fell past that point read as
$0 and were hidden, making reports look empty/out-of-balance. Fetch the GL
in 1000-row pages ordered by a stable key so every line is included.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Manual journal entries post straight to the GL, but saving/deleting one
only invalidated the journal-entries list — so the Reports data (P&L /
Balance Sheet) and the General Ledger tab kept showing stale figures
until a manual refresh. Invalidate reports-data and gl-journal-entries
on save and delete too.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Buildium-style GL grouped by account type with date-range filter,
account filter, beginning/ending balances, per-line running balance,
and grand totals. Reads posted journal entries.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Add a "Recent Deposits" list to the Deposits page with Edit (date, bank
account, memo — GL re-posts via the deposit trigger) and Delete (releases the
deposited transactions/payments back to "awaiting deposit" and reverses the GL).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- Journal Entries: add Edit (row + detail drawer) that loads an entry into the
form and saves changes (updates the entry and replaces its lines). Warns when
editing an auto-generated entry (may be overwritten by its source sync).
- Reports: add a Refresh button that re-fetches the underlying data so the
report reflects the latest GL.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The auto-provision effect could fire twice and create duplicate "Current Year
Earnings" accounts (seen on Village Grove). Use the idempotent
coa_get_or_create RPC with a once-per-company ref guard, and match existing
name variants (Current Year Income / Net Income / Retained Earnings) so it
won't create redundant accounts. Balance sheet now also folds
"Current Year Income"/"Net Income" equity accounts into the Net Income line.
Removed the existing Village Grove duplicate (zero activity).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Auto-provision "Retained Earnings" and "Current Year Earnings" equity accounts
per company so they appear as inputtable rows in the Chart of Accounts Opening
Balances grid. The Balance Sheet folds the posted "Current Year Earnings"
account into the Net Income line (already did this for Retained Earnings), so a
mid-year import can seed both equity figures without entering income/expense
detail, and Total Equity stays balanced.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The blanket rule stripped expense from direct-expense checks that have no bill,
leaving the P&L showing only a couple of accounts. Restore original
post_transaction_gl precedence (coded account before vendor). Re-posted affected
transactions to restore expense recognition. Double-count needs a bill-linkage fix.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- post_transaction_gl: a vendor money-out (check) now posts Dr A/P / Cr Bank
instead of re-debiting the coded expense account. Fixes double-counted expense
and checks showing as P&L debits (bill already recognized the expense).
- post_payment_gl: Village Grove owner payments post straight to HOLII COGENT
Checking instead of Undeposited Funds (scoped; others unchanged).
Both applied to the live DB; Ashley Manor's affected transactions re-posted.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
A real "Retained Earnings" equity account is postable via journal entries, but
the balance sheet listed it separately from the calculated "Retained Earnings
(prior years)" line, so JE adjustments looked like they had no effect there.
Now the posted RE-account balance is added into the "Retained Earnings (prior
years)" line (and removed from the generic equity list). Total Equity is
unchanged — it already included that account.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The equity section already carried a permanent current-year earnings line
(income − expenses for the fiscal year to date); rename it from "Current Year
Earnings" to "Net Income" to match the Movement of Equity report and the
requested terminology. No calc change — still YTD income minus expenses,
included in Total Equity.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Banking's generateCheckPDF opts omitted fieldPositions (and micr gaps), so the
per-field x/y position adjustments saved in Check Setup had no effect on checks
printed from Banking. Pass them through.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Banking check printing hardcoded companyAddress: undefined, so the association
mailing/office address (accounting.companies.address, set in General Settings)
never printed below the name. Now loads and passes it. Bills check printing
falls back to the company name/address when no company_check_layouts payer is set.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
PrintChecksPage was still using the old generator (utils/checkPdfGenerator +
check_layouts), so it had the same bugs as Bill Approvals (wrong return address,
missing vendor address, ignored x/y offsets). Route it through
lib/checkPdf.generateCheckPDF using the accounting company (return address),
check_settings (layout/offsets/field positions/signature/MICR), the selected
bank account (routing/account), and vendor address as payee. DB side effects
unchanged.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Bulk "Print Checks" was rendering via a separate generator (utils/checkPdfGenerator
+ check_layouts), so the printed PDF ignored the accounting Check Setup: wrong
return address (generic company vs association name + mailing address), missing
vendor address, and ignored x/y field-position offsets.
Route the print through the same generator as the working sample
(lib/checkPdf.generateCheckPDF) fed by the accounting company (return address),
check_settings (style/offsets/field_positions/signature/MICR gaps), the chosen
bank account (routing/account), and the vendor address as payee. DB side effects
(checks, transactions, bill paid status, check numbering) unchanged.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The Map tab now binds to the association's active map-type amenity (the
reservation map) instead of a separate table — pins edited here are the public
reservation map. Adds a per-pin amount ($/mo) field (GoogleMapPicker showAmount
prop, backward-compatible). Shows a notice when no Map amenity is active and an
amenity picker when more than one exists.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Add a "Sync to Public Page" button that creates/updates one rental_calendar
amenity per lot (name, size · rate · availability in the description, rate in
booking_config, shown on the public page). Idempotent via amenities.source_rv_lot_id;
removes synced amenities for deleted lots.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- Waitlist now captures a free-form Size (requested_size column) in place of
the type field in the internal form/table.
- Lot type selector (add + bulk edit) expanded to RV, Boat, Travel Trailer,
Fifth Wheel, Camper, Car, Truck, Trailer, Other.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Add a Map tab that reuses the reservation-map pin picker. Staff drop/label
pins per lot and optionally link a directory unit (pin.linked_amenity_id =
unit id). Config persists per association in rv_boat_lot_maps.
GoogleMapPicker generalized with optional linkLabel + allowLinkAnyStatus
(defaults preserve the amenity reservation-map behavior).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Color-code each rental's insurance status like vendors: red when expired,
amber when expiring within 90 days (with days remaining), green otherwise.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Phase 4. Mirror the vendor insurance request flow for RV/boat renters:
- Migration: insurance fields on rv_boat_lot_rentals + rv_renter_insurance_requests
table + token-scoped lookup/submit SECURITY DEFINER RPCs (granted to anon).
- Edge fn send-rv-renter-insurance-request emails the renter a secure link
(reuses the vendor-insurance-request email template).
- Public page /rv-insurance/:token to submit carrier/policy/expiration + COI upload.
- "Request Insurance" button on each active rental + insurance status display.
DB RPCs verified end-to-end (rolled-back txn): submit matches token, updates the
rental, marks the request submitted. Edge function deployed.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Phase 2: rental form now has optional Owner and Unit selectors (auto-fills
renter info/unit from the chosen owner), persisting owner_id/unit_id.
Phase 3: add RvRentalVacateButton on Owner and Unit profiles — shows only
when that owner/unit has an active/vacating RV-boat rental, and toggles the
rental status between active (renting) and vacating. Active Rentals tab now
includes vacating rentals with a badge.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Add row checkboxes + select-all to the Lots and Active Rentals tables with a
selection bar. Bulk edit lots (type, status, monthly rate) and bulk delete;
bulk edit rentals (status incl. end, owner/renter flag, monthly rate).
Phase 1 of the RV/Boat lots enhancements.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Add a "Manage Calendars" action (rental/meeting modes) that opens the full
AmenitiesManager for a chosen association in a dialog — so staff can create/
configure rental calendars, manage their bookings, and block/unblock
availability without going to the association overview page. Adding bookings
inline was already supported in these modes.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The amount field had min="0.01", so the browser's native form validation
blocked a $0.00 charge before the JS check ran. Lower to min="0" so a $0.00
charge/note can be submitted; the JS still restricts $0 to charge-type
entries (payments require a positive amount).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Relax the amount validation so a Charge/Expense/WriteOff can be posted with a
$0.00 amount (used as a note/memo on the ledger). Payments and prepayments
still require a positive amount; negatives remain blocked.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The Owner Ledger page (/dashboard/owner-ledger) was a route with no menu
entry, so it was only reachable by URL. Add it to the Receivables group so
staff can reach it (and the new Add Note action).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Reverts the homeowner-facing exclusion — ledger notes now appear on the
homeowner ledger and statements views as intended.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Exclude transaction_type 'note' from the homeowner ledger and statements
pages so internal staff notes aren't shown to owners.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Add an "Add Note" action that records a memo on an owner's ledger as a
$0.00 entry (transaction_type 'note', debit/credit 0). Notes work on any
ledger including paid-up ($0.00 balance) accounts, render as styled memo
rows, and don't affect the running balance. The accounting sync treats a
zero entry as a no-op, so no phantom AR is created.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Add row checkboxes (with per-category select-all) to the accounting Chart of
Accounts. A selection bar exposes Edit/Delete/Clear. Bulk edit applies any of
type, parent account, bank flag, reserve flag to all selected (each field has
a "No change" option); bulk delete removes selected accounts. Mirrors the
existing bulk-edit UX on the per-association chart_of_accounts page.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Approved/paid bills that never went through in-app approval (imports, bulk
loads) had no approver row, so the Approvers column was blank. Backfill a
synthetic approver: 'Imported' for system imports (created_by null), the
creator's name (fallback 'Direct entry') for in-app entries. Adds an AFTER
INSERT trigger so future imported-as-approved/paid bills get one too.
Applied to prod: +1,140 rows, 0 approved/paid bills now missing an approver.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
canvas tried to compile native bindings on the runner and failed (no
prebuilt binary for the Node ABI, no system cairo/pango). The Vite browser
build doesn't need it, so install with --ignore-scripts.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The list loaded all bills (~1,150) then fetched approvers with
.in("bill_id", [all ids]); that request URL exceeds server limits and
fails silently, so approvalsByBill was always empty. Fetch the small
bill_approvals table directly (RLS scopes per role) and group locally.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Re-fire the auto-deploy with bill-approvals approver_name + admins-only
mark-paid changes (already merged in PRs #8 and #10).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Restrict marking a bill paid to admins only, per requirement.
- BillDetailPage: gate Mark Paid / Mark Unpaid on useAuth().isAdmin
(was only hidden in board view).
- BillApprovalsPage: gate Print Checks (which sets bills to paid) on isAdmin.
- Migration: BEFORE INSERT/UPDATE trigger enforce_admin_marks_bill_paid()
rejects the transition into 'paid' for authenticated non-admins. Service-role
/ system contexts (auth.uid() null: buildium-sync, accounting triggers,
autopay) remain allowed. Verified: admin allowed, non-admin blocked (23514).
Note: the approver column showing "None" in production is a stale-deploy
issue — the DB column was renamed vendor_name->approver_name (Jun 4) but
prod still ran code querying vendor_name. Deploying current main resolves it.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The webpack.yml workflow ran `npx webpack` on a Vite project (no webpack
present), failing on every push/PR. static.yml uploaded the raw repo root
to GitHub Pages (not a real build; the app deploys via Vercel/Lovable) and
also failed. Replace both with a CI workflow that installs via bun
(bun.lockb is the maintained lockfile; package-lock.json is stale) and runs
the Vite build.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Rename the bill_approvals approver column from vendor_name to approver_name
across UI, hooks, types, and buildium-sync. Add a Chart of Accounts import
dialog (XLSX upload + column mapping + type-alias normalization) and a
"denied" status color.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- bill_should_mirror now includes 'pending', so approval bills appear in
Payables immediately (still excludes draft/rejected/void/cancelled/denied).
- New reverse-creation path: a bill created natively in the Accounting module
(external_source NULL, non-auto, non-payment, non-void) now creates a matching
public.bills row. The accounting row is pre-linked to the new public id so the
forward sync adopts it (no duplicate mirror); vendor is mapped back to
public.vendors and the line's GL is carried to expense_account_id.
- Backfill: mirrored existing pending public bills and reverse-created the 8
eligible native accounting bills. Verified: 0 unlinked native, 0 duplicate
mirrors, pending bills mirrored.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Buildium bill imports left expense_account_id null on all bills because the
importer only read firstLine.GLAccountId, but the bill-line payload exposes the
GL id under GLAccount.Id (nested). chart_of_accounts.account_number already
stores the Buildium GL Id, so resolve the line's GL id from either shape before
mapping it. Re-syncing backfills existing bills via the update path.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Single vendor source (public.vendors) and single COA source (accounting.accounts)
across both bill flows:
- Forward sync now carries public.bills.expense_account_id into the mirrored
accounting.bill_items.account_id (when it resolves to accounting.accounts).
- Reverse trigger flows a GL change on a mirrored accounting bill line back to
public.bills.expense_account_id (loop-guarded).
- New public.ensure_accounting_vendor RPC resolves a chosen public vendor to its
accounting.vendors row; one-time backfill of mirrored line account_id.
- BillApprovalsPage GL pickers now use ChartOfAccountsDropdown (accounting.accounts).
- AccountingBillsPage vendor picker now lists public.vendors scoped to the
company's association and maps to accounting.vendors on save.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
trg_acct_bill_paid_back was AFTER UPDATE only, so bills mirrored into
accounting already-paid never triggered the back-sync that flips
public.bills + bill_approvals to 'paid'. Fire the trigger on INSERT too
and reconcile existing already-paid mirrored bills. Also backfill
invoice-track approvals that uniquely match a bill (bill_id was null).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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