JoeBot/HOA_Financial_Platform
1
0
Fork 0
Code Issues Pull Requests 2 Actions Packages Projects Releases Wiki Activity
100 Commits 7 Branches 0 Tags
main
Commit Graph

5 Commits

Author SHA1 Message Date
olsch01
81908e48ea feat: add New Relic APM instrumentation to backend 
Add Node.js New Relic agent with an on/off switch via NEW_RELIC_ENABLED
in .env. Uses a preload script (-r newrelic-preload.js) so the agent
loads before all other modules. Configured entirely through environment
variables — no newrelic.js config file needed.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-03 09:31:56 -05:00
olsch01
25663fc79e Add AI debug logging and switch from fetch to https module 
- Add toggle-able debug logging (AI_DEBUG env var) that logs prompts,
  request metadata, raw responses, parsed output, and full error chains
- Replace Node.js native fetch() with https module for Docker Alpine
  compatibility (fixes "fetch failed" error with large payloads)
- Reduce max_tokens from 16384 to 4096 (qwen3.5 doesn't need thinking
  token budget)
- Strip <think> blocks from model responses
- Add AI_DEBUG to docker-compose.yml and .env.example

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-02-25 20:50:39 -05:00
olsch01
fe4989bbcc Switch AI model from kimi-k2.5 to qwen/qwen3.5-397b-a17b 
kimi-k2.5 is a thinking model that times out on complex prompts (>3min).
qwen3.5-397b-a17b responds in ~2s with clean JSON output.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-02-25 20:37:48 -05:00
olsch01
f7e9c98bd9 Phase 5: AI investment planning - CD rate fetcher and AI recommendation engine 
- Add shared.cd_rates table for cross-tenant market data (CD rates from Bankrate)
- Create standalone Puppeteer scraper script (scripts/fetch-cd-rates.ts) for cron-based rate fetching
- Add investment-planning backend module with 3 endpoints: snapshot, cd-rates, recommendations
- AI service gathers tenant financial data (accounts, investments, budgets, projects, cash flow) and calls OpenAI-compatible API (NVIDIA endpoint) for structured investment recommendations
- Create InvestmentPlanningPage with summary cards, current investments table, market CD rates table, and AI recommendation accordion
- Add Investment Planning to sidebar under Planning menu
- Configure AI_API_URL, AI_API_KEY, AI_MODEL environment variables

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-02-25 15:31:32 -05:00
olsch01
243770cea5 Initial commit: HOA Financial Intelligence Platform MVP 
Multi-tenant financial management platform for homeowner associations featuring:
- NestJS backend with 16 modules (auth, accounts, transactions, budgets, units,
  invoices, payments, vendors, reserves, investments, capital projects, reports)
- React + Mantine frontend with dashboard, CRUD pages, and financial reports
- Schema-per-tenant PostgreSQL isolation with JWT-based tenant resolution
- Docker Compose infrastructure (nginx, backend, frontend, postgres, redis)
- Comprehensive seed data for Sunrise Valley HOA demo
- 39 API endpoints with Swagger documentation
- Double-entry bookkeeping with journal entries
- Budget vs actual reporting and Sankey cash flow visualization

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-02-17 19:58:04 -05:00