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olsch01 2fed5d6ce1 Phase 6: Expand market rates and enhance AI investment recommendations

- 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>

2026-02-26 13:39:53 -05:00

fetch-cd-rates.ts

Phase 6: Expand market rates and enhance AI investment recommendations

2026-02-26 13:39:53 -05:00

package-lock.json

Add comprehensive platform administration panel

2026-02-26 08:51:39 -05:00

package.json

Phase 5: AI investment planning - CD rate fetcher and AI recommendation engine

2026-02-25 15:31:32 -05:00

README.md

Phase 5: AI investment planning - CD rate fetcher and AI recommendation engine

2026-02-25 15:31:32 -05:00

README.md

HOA LedgerIQ - Scripts

Standalone scripts for data fetching, maintenance, and automation tasks.

CD Rate Fetcher

Scrapes the top 25 CD rates from Bankrate.com and stores them in the shared.cd_rates PostgreSQL table.

Note: Bankrate renders rate data dynamically via JavaScript, so this script uses Puppeteer (headless Chrome) to fully render the page before extracting data.

Prerequisites

Node.js 20+
PostgreSQL with the shared.cd_rates table (created by db/init/00-init.sql or db/migrations/005-cd-rates.sql)
A .env file at the project root with DATABASE_URL

Manual Execution

cd scripts
npm install
npx tsx fetch-cd-rates.ts

Cron Setup

To run daily at 6:00 AM:

# Edit crontab
crontab -e

# Add this line (adjust path to your project directory):
0 6 * * * cd /path/to/HOA_Financial_Platform/scripts && /usr/local/bin/npx tsx fetch-cd-rates.ts >> /var/log/hoa-cd-rates.log 2>&1

For Docker-based deployments, you can use a host cron job that executes into the container:

0 6 * * * docker exec hoa-backend sh -c "cd /app/scripts && npx tsx fetch-cd-rates.ts" >> /var/log/hoa-cd-rates.log 2>&1

Troubleshooting

0 rates extracted: Bankrate likely changed their page structure. Inspect the page DOM in a browser and update the CSS selectors in fetch-cd-rates.ts.
Database connection error: Verify DATABASE_URL in .env points to the correct PostgreSQL instance. For local development (outside Docker), use localhost:5432 instead of postgres:5432.
Puppeteer launch error: Ensure Chromium dependencies are installed. On Ubuntu: apt-get install -y libnss3 libatk1.0-0 libatk-bridge2.0-0 libcups2 libdrm2 libxkbcommon0 libxcomposite1 libxdamage1 libxrandr2 libgbm1 libpango-1.0-0 libasound2