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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
..
fetch-cd-rates.ts
Phase 5: AI investment planning - CD rate fetcher and AI recommendation engine
2026-02-25 15:31:32 -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