1. Health Scores — separate operating/reserve refresh
- Added POST /health-scores/calculate/operating and /calculate/reserve
- Each health card now has its own Refresh button
- On failure, shows cached (last good) data with "last analysis failed"
watermark instead of blank "Error calculating score"
- Backend getLatestScores returns latest complete score + failure flag
2. Investment Planning — increased AI timeout to 5 minutes
- Backend callAI timeout: 180s → 300s
- Frontend axios timeout: set explicitly to 300s (was browser default)
- Host nginx proxy_read_timeout: 180s → 300s
- Loading message updated to reflect longer wait times
3. Capital Planning — Unscheduled column moved to rightmost position
- Kanban column order: current year → future → unscheduled (was leftmost)
- Puts immediate/near-term projects front and center
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Rate fetcher now scrapes CD, Money Market, and High Yield Savings rates
from Bankrate.com with pauses between fetches to avoid rate limiting
- Historical rate data is preserved (no longer deleted on each fetch)
- Database migration adds rate_type column and tenant ai_recommendations table
- Backend returns market rates grouped by type with latest-batch-only queries
- AI prompt now includes all three rate types for comprehensive analysis
- AI recommendations are saved per-tenant for retrieval on page load
- Frontend: "Market CD Rates" replaced with "Today's Market Rates" tabbed view
- Rates section is collapsible (expanded by default) to save screen space
- Saved recommendations load automatically with "Last Updated" timestamp
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- 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>
