Files
HOA_Financial_Platform/.env.example
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

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POSTGRES_USER=hoafinance
POSTGRES_PASSWORD=change_me
POSTGRES_DB=hoafinance
DATABASE_URL=postgresql://hoafinance:change_me@postgres:5432/hoafinance
REDIS_URL=redis://redis:6379
JWT_SECRET=change_me_to_random_string
NODE_ENV=development
# AI Investment Advisor (OpenAI-compatible API)
AI_API_URL=https://integrate.api.nvidia.com/v1
AI_API_KEY=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
AI_MODEL=moonshotai/kimi-k2.5