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API routing mismatch between dev/prod\n- Symptom: frontend calls failed depending on environment.\n- Cause: API URL construction was not robust for proxy and deployed backends.\n- Fix: improved `client/src/services/api.js` to:\n  - use `VITE_API_BASE_URL` when provided,\n  - use same-origin `/analyze` in Vite dev,\n  - fallback to local backend for production preview.\n\n2. CORS failures when frontend/backend ran on different hosts\n- Symptom: browser blocked `/analyze` requests.\n- Cause: strict origin handling.\n- Fix: backend CORS now supports configured `ALLOWED_ORIGINS` and regex-based local origins.\n\n3. CrewAI/Groq rate-limit failures\n- Symptom: `RateLimitError` and unstable pipeline runs.\n- Cause: multi-step calls and repeated document reads increased RPM/TPM pressure.\n- Fix:\n  - centralized crew limiter (`max_rpm`),\n  - retry-after parsing + delayed retry,\n  - compact PDF extraction with `PDF_CHAR_LIMIT`,\n  - reduced redundant tool usage in downstream tasks.\n\n4. File-processing instability (`Stream ended unexpectedly`)\n- Symptom: intermittent backend errors after upload.\n- Cause: aggressive file cleanup timing.\n- Fix: removed immediate delete-on-finally behavior and stabilized processing flow.\n\n5. UX quality issues during long runs\n- Symptom: generic loading feedback and inconsistent form visuals.\n- Fix:\n  - process-aware loader with active agent + stage status,\n  - elapsed timer during analysis,\n  - consistent input styling for disabled/readonly state.\n\n## Setup Instructions\n\n### Prerequisites\n- Python 3.10+\n- Node.js 18+ (Node 20 recommended)\n- Groq API key\n\n### 1. Backend Setup\n```powershell\ncd server\npython -m venv .venv\n.venv\\Scripts\\activate\npip install -r requirements.txt\n```\n\nCreate `server/.env` from `server/.env.example`:\n```env\nGROQ_API_KEY=your_groq_api_key\nSERPER_API_KEY=\nDEFAULT_QUERY=Analyze this financial document for investment insights\nDATA_DIR=data\nAPI_RELOAD=true\nALLOWED_ORIGINS=http://localhost:5173,http://127.0.0.1:5173\nALLOWED_ORIGIN_REGEX=^https?://(localhost|127\\.0\\.0\\.1)(:\\\\d+)?$\nPDF_CHAR_LIMIT=9000\n```\n\nRun backend:\n```powershell\nuvicorn main:app --host 127.0.0.1 --port 8000 --reload\n```\n\n### 2. Frontend Setup\n```powershell\ncd ..\\client\nnpm install\n```\n\nCreate `client/.env` from `client/.env.example`:\n```env\nVITE_API_BASE_URL=\nVITE_API_ANALYZE_PATH=/analyze\n```\n\nRun frontend:\n```powershell\nnpm run dev\n```\n\nOpen `http://localhost:5173`.\n\n## Usage\n\n1. Open the app in browser.\n2. Upload a financial PDF.\n3. Enter or keep the default analysis query.\n4. Click the run button.\n5. Monitor active agent and stage progress.\n6. Review structured analysis output.\n\n## API Documentation\n\nBase URL (local): `http://127.0.0.1:8000`\n\n### GET `/`\nHealth endpoint.\n\nResponse:\n```json\n{\"message\":\"Financial Document Analyzer API is running\"}\n```\n\n### POST `/analyze`\nAnalyzes an uploaded PDF using CrewAI workflow.\n\nRequest type:\n- `multipart/form-data`\n\nForm fields:\n- `file` (required): PDF file\n- `query` (optional): analysis instruction string\n\nSuccess response (`200`):\n```json\n{\n  \"status\": \"success\",\n  \"query\": \"Analyze this financial document for investment insights\",\n  \"analysis\": \"...agent output...\",\n  \"file_processed\": \"your_file.pdf\"\n}\n```\n\nError response (`500`):\n```json\n{\n  \"detail\": \"Error processing document: <message>\"\n}\n```\n\n### Example API call (PowerShell)\n```powershell\n$filePath = \"C:\\path\\to\\document.pdf\"\n$query = \"Analyze growth, profitability, risks, and investment implications\"\n\nInvoke-RestMethod -Uri \"http://127.0.0.1:8000/analyze\" `\n  -Method Post `\n  -Form @{ file = Get-Item $filePath; query = $query }\n```\n\n## Deployment Notes\n- Backend can be hosted on Render.\n- Frontend can be hosted on Netlify.\n- Current live frontend: https://financial-document-analyser.netlify.app/\n- For production frontend, set:\n  - `VITE_API_BASE_URL=https://<your-backend>.onrender.com`\n  - `VITE_API_ANALYZE_PATH=/analyze`\n- Update backend `ALLOWED_ORIGINS` to include deployed frontend URL.\n\n## Security Notes\n- Never commit real API keys to git.\n- Keep `.env` files local and use platform environment variables in production.\n- Rotate exposed keys immediately if leaked.\n","readmeExcerpt":"Financial Document Analyzer AI-powered full-stack application that analyzes financial PDF documents and produces structured, evidence-based financial, investment, and risk insights. 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