================================================================================ FINANCIAL PAGE FIX - COMPLETE REPORT ================================================================================ STATUS: ✓ ALL TASKS COMPLETE FILES CREATED/MODIFIED: ---------------------- Backend (Python/FastAPI): ✓ apps/api/src/api/models/financial.py (NEW - 151 lines) ✓ apps/api/src/api/services/financial_calculator.py (NEW - 305 lines) ✓ apps/api/src/api/routers/financial_router.py (NEW - 423 lines) ✓ apps/api/src/api/routers/__init__.py (UPDATED) ✓ apps/api/src/api/main.py (UPDATED) ✓ apps/api/test_financial_endpoints.py (NEW - test script) Frontend (React/TypeScript): ✓ apps/frontend/file-ingestion-ui/src/components/FinancialCalculators.tsx (NEW - 570 lines) ✓ apps/frontend/file-ingestion-ui/src/components/FinancialPage.tsx (UPDATED) ✓ apps/frontend/file-ingestion-ui/src/styles/FinancialCalculators.css (NEW - 332 lines) ✓ apps/frontend/file-ingestion-ui/src/styles/FinancialPage.css (UPDATED) Documentation: ✓ docs/FINANCIAL_PAGE_IMPLEMENTATION_COMPLETE.md (NEW) API ENDPOINTS IMPLEMENTED: ------------------------- POST /api/v1/financial/depreciation - Asset depreciation (4 methods) POST /api/v1/financial/amortization - Loan amortization schedules POST /api/v1/financial/roi - Return on investment POST /api/v1/financial/npv - Net present value POST /api/v1/financial/irr - Internal rate of return POST /api/v1/financial/cashflow - Cash flow analysis POST /api/v1/financial/scenarios - Save financial scenarios GET /api/v1/financial/scenarios - List scenarios GET /api/v1/financial/scenarios/{id} - Get scenario DELETE /api/v1/financial/scenarios/{id} - Delete scenario FEATURES DELIVERED: ------------------ ✓ Depreciation Calculator (Straight-line, Declining, Double Declining, Sum of Years) ✓ Amortization Calculator (Flexible payment frequency) ✓ ROI Calculator (Simple & Annualized) ✓ NPV Calculator (With profitability index) ✓ IRR Calculator (Newton-Raphson convergence) ✓ Cash Flow Analyzer (Operating/Investing/Financing) ✓ Scenario Management (Save/Load/Delete) ✓ Export to CSV functionality ✓ Responsive design (mobile-friendly) ✓ Real-time validation ✓ Professional styling ✓ Error handling ✓ Loading states ✓ Tabbed navigation ✓ Color-coded results TESTS PASSED: ------------ ✓ Depreciation: $90,000 total depreciation calculated correctly ✓ Amortization: $1,419.47 monthly payment calculated correctly ✓ ROI: 50% ROI, 14.47% annualized calculated correctly ✓ NPV: -$210.37 NPV, 0.9790 PI calculated correctly ✓ IRR: 8.90% IRR with convergence calculated correctly ✓ Cash Flow: $12,000 net cash flow calculated correctly ✓ No TypeScript errors ✓ All components compile successfully HOW TO ACCESS: ------------- 1. Backend: http://localhost:8000 - API Docs: http://localhost:8000/api/v1/docs 2. Frontend: http://localhost:3000/financial - Click "Financial Calculators" tab ARCHITECTURE: ------------ Backend: - Pydantic models for type safety - Service layer for business logic - RESTful API design - OpenAPI documentation - Proper error handling Frontend: - React functional components - TypeScript for type safety - Tabbed interface - Responsive CSS - Real-time calculations TECHNICAL HIGHLIGHTS: -------------------- ✓ Mathematically accurate financial formulas ✓ Type-safe implementation (Pydantic + TypeScript) ✓ Professional UI/UX design ✓ Export functionality ✓ Scenario management ✓ Comprehensive error handling ✓ Input validation ✓ Clean code architecture NEXT STEPS (Optional Enhancements): ---------------------------------- - Add chart visualizations (Chart.js or Recharts) - PDF export functionality - Scenario comparison tool - Financial ratios calculator - Break-even analysis - Database persistence ================================================================================ STATUS: COMPLETE ✓ ================================================================================