HOA_Financial_Platform

JoeBot/HOA_Financial_Platform

Fork 0

Commit Graph

Author	SHA1	Message	Date
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

Author

SHA1

Message

Date

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

3 Commits