add-cash-position-feature

name	add-cash-position-feature
description	Adds the cash position feature to an existing banking application. Creates the backend query script, API endpoint, and updates the frontend to display formatted treasury reports.
triggers	["add the skill to get our current cash position","add cash position feature","implement cash position","enable cash position button"]

add-cash-position-feature

This skill adds a working cash position feature to an existing banking application created by the scaffold-banking-app skill.

Prerequisites

Before running this skill, ensure:

• The banking_app/ directory exists
• The SQLite database is initialized with demo data
• The server.py file is present

What This Skill Creates

1. Backend Query Module (banking_app/api/cash_position.py)

   • SQL queries to aggregate bank account balances
   • Credit facility utilization calculations
   • Liquidity ratio and health status determination

2. Updated Server Routes (banking_app/server.py)

   • Real /api/cash-position endpoint replacing the placeholder

3. Updated Frontend (banking_app/static/js/app.js)

   • Async fetch to real API endpoint
   • Formatted report with summary tables
   • Health status indicators

Execution Order

Execute the following scripts in order:

1. check_prerequisites.py - Validates that the banking application exists and has required files/data before proceeding.

2. create_cash_position.py - Creates the banking_app/api/cash_position.py module with SQL queries for account balances, credit facilities, and liquidity calculations.

3. update_server.py - Updates banking_app/server.py to import the cash position module and route /api/cash-position to the real handler.

4. update_frontend.py - Updates banking_app/static/js/app.js to call the real API and format the response as HTML tables.

5. update_styles.py - Updates banking_app/static/css/styles.css with status indicator classes for health status display.

Usage

After execution:

1. Restart the server if running:

   cd banking_app
   python server.py
   

2. Open http://localhost:8080

3. Click "Cash Position" button to see the formatted treasury report

Expected Output

The Cash Position report displays:

• Summary: Total cash, available credit, liquidity ratio, health status
• Account Breakdown: All 5 bank accounts with balances
• Credit Facilities: Revolving credit limit and utilization
• Recommendations: Based on current liquidity status