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fix: handle multi-component investment recommendations (CD ladders)

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When adding a multi-stage investment strategy (e.g. CD ladder) from AI
recommendations to a board planning scenario, all component investments
are now created as separate rows instead of collapsing into a single
investment. The AI prompt now instructs inclusion of a components array,
the backend loops through components to create individual scenario
investments, and the frontend passes and displays component details.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
olsch01
2026-03-16 15:59:56 -04:00
parent a98a7192bb
commit 7ba5c414b1
3 changed files with 79 additions and 1 deletions
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31
backend/src/modules/board-planning/board-planning.service.ts
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@@ -106,6 +106,37 @@ export class BoardPlanningService {
async addInvestmentFromRecommendation(scenarioId: string, dto: any) {
await this.getScenarioRow(scenarioId);
// If the recommendation has components (e.g. CD ladder with multiple CDs), create one row per component
const components = dto.components as any[] | undefined;
if (components && Array.isArray(components) && components.length > 0) {
const results: any[] = [];
for (let i = 0; i < components.length; i++) {
const comp = components[i];
const rows = await this.tenant.query(
`INSERT INTO scenario_investments
(scenario_id, source_recommendation_id, label, investment_type, fund_type,
principal, interest_rate, term_months, institution, notes, sort_order)
VALUES ($1, $2, $3, $4, $5, $6, $7, $8, $9, $10, $11)
RETURNING *`,
[
scenarioId, dto.sourceRecommendationId || null,
comp.label || `${dto.title || 'AI Recommendation'} - Part ${i + 1}`,
comp.investment_type || dto.investmentType || null,
dto.fundType || 'reserve',
comp.amount || 0, comp.rate || null,
comp.term_months || null, comp.bank_name || dto.bankName || null,
dto.rationale || dto.notes || null,
i,
],
);
results.push(rows[0]);
}
await this.invalidateProjectionCache(scenarioId);
return results;
}
// Single investment (no components)
const rows = await this.tenant.query(
`INSERT INTO scenario_investments
(scenario_id, source_recommendation_id, label, investment_type, fund_type,