olsch01
2fed5d6ce1
- 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>
37 lines
1.3 KiB
SQL
37 lines
1.3 KiB
SQL
-- Migration: Expand cd_rates for multiple market rate types + tenant AI recommendation storage
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-- Phase 6: AI Features Part 2
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-- 1) Add rate_type column to shared.cd_rates to support CD, Money Market, and High Yield Savings
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ALTER TABLE shared.cd_rates
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ADD COLUMN IF NOT EXISTS rate_type VARCHAR(50) DEFAULT 'cd' NOT NULL;
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-- Index for filtering by rate type
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CREATE INDEX IF NOT EXISTS idx_cd_rates_type ON shared.cd_rates(rate_type);
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-- Composite index for getting latest rates by type efficiently
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CREATE INDEX IF NOT EXISTS idx_cd_rates_type_fetched ON shared.cd_rates(rate_type, fetched_at DESC);
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-- 2) Create ai_recommendations table in each existing tenant schema
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-- This stores saved AI investment recommendations per tenant
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-- For new tenants, this is handled by tenant-schema.service.ts
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DO $$
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DECLARE
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tenant_schema TEXT;
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BEGIN
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FOR tenant_schema IN
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SELECT schema_name FROM shared.organizations WHERE schema_name IS NOT NULL
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LOOP
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EXECUTE format(
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'CREATE TABLE IF NOT EXISTS %I.ai_recommendations (
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id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
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recommendations_json JSONB NOT NULL,
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overall_assessment TEXT,
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risk_notes JSONB,
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requested_by UUID,
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response_time_ms INTEGER,
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created_at TIMESTAMPTZ DEFAULT NOW()
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)', tenant_schema
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);
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END LOOP;
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END $$;
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