Commit Graph

8 Commits

Author SHA1 Message Date
admin 8ac0edfbd9 Admin-only Accounting tab + platform COA consolidation
Phase 1: gate the Accounting sidebar item and /dashboard/accounting route
behind isAdmin via a RequireAdmin guard; Financial Reports stay visible.

Phase 2: platform associations now read the Chart of Accounts from
accounting.accounts (single source) instead of public.chart_of_accounts.
Shared fetchChartOfAccounts() normalizes both sources; central COA hooks
and ChartOfAccountsDropdown route through it (reads only, no migration).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-01 21:21:48 -04:00
admin 64aad1d283 Reassign payments_received when merging homeowners
mergeHomeownersByAddress reassigned invoices/transactions/work_orders/
estimates but missed payments_received, orphaning payment references on
the deleted duplicate. Add it to the FK reassignment list.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-01 21:00:25 -04:00
admin c124397a97 Sync accounting Homeowners from Units & Owners per association
Adds DB triggers + backfill so accounting.customers is driven by the
public units/owners roster: one customer per unit, all owners combined,
Units/Owners as source of truth for contact fields. Balances and ledger
links (invoices, payments_received, transactions, work_orders, estimates)
are always preserved. Scoped to associations with an accounting company.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-01 20:57:01 -04:00
admin b67587a2b7 Update environment variables for Supabase and Plaid 2026-06-01 20:29:13 -04:00
admin 73561fb796 Add .env file from example 2026-06-01 20:28:31 -04:00
admin 07ab8b9713 Add .env.example template
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-01 20:27:50 -04:00
admin 183fe0a93c Add ACMCC app source, Supabase backend, and project config
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-01 20:19:26 -04:00
admin 313b51b412 first commit 2026-06-01 20:10:57 -04:00