FForge Outcome Delivery
Tax Planning Dashboard

Run Deploy Instructions

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Run & Deploy Instructions

Prerequisites

  • Node.js 18 or later
  • Modern browser (Chrome, Edge, Firefox, Safari)

Local Run

cd delivery-package/tax-planning-dashboard/app
node server.js

Default URL: http://localhost:3848

Custom port:

PORT=8080 node server.js

Smoke Test

  1. Open the dashboard URL
  2. Confirm Tax Year 2025 appears in sidebar
  3. Go to Edit Inputs — change business income, confirm KPIs update
  4. Open Strategy Savings — confirm strategy cards show savings
  5. Open Before vs After — confirm savings banner displays
  6. Confirm disclaimer text visible in sidebar

Verification

Terminal 1 — start server:

cd delivery-package/tax-planning-dashboard/app
node server.js

Terminal 2 — run verification:

node delivery-package/tax-planning-dashboard/scripts/run-verification.mjs

Expected: CERTIFIED — all MUST_PASS scenarios passed

Verification also runs calculation tests without server if V-1 (API health) is the only failure.

Deployment Options

Option A — Internal server (recommended)

Deploy app/ folder to a Node host. Set PORT environment variable. Place behind firm VPN or SSO.

Option B — Static hosting (limited)

The dashboard calculations run client-side. You may serve app/ via any static file server without API endpoints. Charts and calculations work; /api/* routes are optional for programmatic access.

npx serve app -p 3848

Option C — Docker (example)

FROM node:20-alpine
WORKDIR /app
COPY app/ .
EXPOSE 3848
CMD ["node", "server.js"]

Security Notes

  • No authentication included — add reverse-proxy auth for production
  • Client data stored in browser localStorage only — not sent to server except optional API calls
  • Do not expose publicly without access controls