AW Client Report Portal

Internal demo portal: client profiles, quarterly balance entry with live SACS/TCC math, and WeasyPrint PDFs (SACS + TCC).

Stack

• Python 3.11+ · Flask · SQLite (instance/app.db)
• Tailwind (CDN) · HTMX · vanilla JS
• WeasyPrint (HTML/CSS → PDF)
• Railway via Dockerfile

Run locally

cd "AI Engineer"
python3 -m venv .venv
source .venv/bin/activate   # Windows: .venv\Scripts\activate
pip install -r requirements.txt

WeasyPrint system libraries (macOS):

brew install pango cairo gdk-pixbuf libffi

Start the app:

export FLASK_APP=app.py
flask run --debug

Open http://127.0.0.1:5000. A sample married couple is seeded with $15,000 inflow and $11,000 outflow (plus retirement / trust / liability demo figures).

One-click Railway deploy

1. Push this folder to a new GitHub repository (repository root = this project root containing Dockerfile and railway.toml).
2. In Railway: New Project → Deploy from GitHub → select the repo.
3. Railway detects railway.toml and builds with the Dockerfile (includes WeasyPrint OS dependencies).
4. After deploy, open the generated public URL.

Optional: Add a volume mounted at /app/instance if you need the SQLite file to persist across deploys (ephemeral disk otherwise).

Environment variables (optional):

Variable	Purpose
SECRET_KEY	Flask session/signing (set in production)
DATABASE_URL	Override DB URI (defaults to instance/app.db)

Project layout

Path	Role
app.py	Flask app, routes, seed data
models.py / database.py	SQLAlchemy models
calculations.py	SACS/TCC rules (mirrored in static/js/report.js)
templates/	Jinja UI + WeasyPrint HTML
static/js/report.js	Dynamic rows, live totals, HTMX preview
requirements.txt / Dockerfile / railway.toml	Deploy

Business rules (demo)

• Excess = Inflow − Outflow
• Private reserve target = 6 × agreed monthly expense budget + $5,000 insurance deductibles (demo constant)
• Grand total net worth = Client 1 retirement + Client 2 retirement + non-retirement + trust (Zillow) — liabilities are listed separately and not subtracted

Out of scope (by design)

No authentication, report history/versioning, Canva, or Zillow API — PDFs and forms use manual trust value entry.