refactor: Improve handling of optional fields and enhance compatibility score calculations

app/main.py

@@ -122,4 +122,4 @@ app.include_router(report_route.router)
 if __name__ == "__main__":
     import uvicorn
 
-    uvicorn.run(app="main:app", host="0.0.0.0", port=8585, reload=True)
+    uvicorn.run(app="main:app", host="0.0.0.0", port=8585)

app/schemas/project_schemas.py

@@ -30,7 +30,7 @@ class InvestorSchema(BaseModel):
     check_size_lower: int | None
     check_size_upper: int | None
     geographic_focus: str | None
-    stage_focus: InvestmentStage
+    stage_focus: Optional[InvestmentStage] = None
     number_of_investments: int | None
     created_at: Optional[datetime] = None
     updated_at: Optional[datetime] = None

app/services/compatibility_score.py

@@ -127,7 +127,7 @@ def _calculate_project_fund_compatibility(
     geo_score = 0
     if project.location and fund.geographic_focus:
         project_location_lower = project.location.lower()
-        fund_geo_lower = fund.geographic_focus.lower()
+        fund_geo_lower = (fund.geographic_focus or "").lower()
 
         # Exact match
         if project_location_lower == fund_geo_lower:
@@ -223,7 +223,7 @@ def _calculate_project_investor_direct_compatibility(
     geo_score = 0
     if project.location and investor.geographic_focus:
         project_location_lower = project.location.lower()
-        investor_geo_lower = investor.geographic_focus.lower()
+        investor_geo_lower = (investor.geographic_focus or "").lower()
 
         if project_location_lower == investor_geo_lower:
             geo_score = 20

app/services/insight.py

@@ -26,7 +26,7 @@ class QueryProcessor:
         self.llm = ChatOpenAI(
             api_key=OPENROUTER_API_KEY,
             base_url="https://openrouter.ai/api/v1",
-            model="openai/gpt-5-nano",
+            model="openai/gpt-4o-mini",
             temperature=0,
         )
         self.agent = create_react_agent(
@@ -107,6 +107,8 @@ class QueryProcessor:
         - If you cannot find sufficient data after searching, make reasonable inferences based on available information
         - DO NOT state that data is unavailable or ambiguous - provide the best analysis possible with what you find
         - Focus on ACTIONABLE insights, not disclaimers
+        - Only call the tool twice at most, be strategic in your searches
+        - Summarize your findings concisely and clearly
         
         Provide insights in the InsightResponse schema format:
         

app/services/querying.py

@@ -28,7 +28,7 @@ class QueryProcessor:
         self.llm = ChatOpenAI(
             api_key=os.getenv("OPENROUTER_API_KEY"),
             base_url="https://openrouter.ai/api/v1",
-            model="x-ai/grok-4-fast",
+            model="openai/gpt-4o-mini",
             temperature=0,
         )
         self.toolkit = SQLDatabaseToolkit(db=db, llm=self.llm)

app/services/report_gen.py

@@ -95,16 +95,16 @@ class ReportGenerator:
             score += weights["stage"]
 
         # Geography match
-        investor_geo = investor_data.get("geographic_focus", "").lower()
+        investor_geo = (investor_data.get("geographic_focus") or "").lower()
-        project_geo = project_data.get("location", "").lower()
+        project_geo = (project_data.get("location") or "").lower()
         if investor_geo and project_geo and investor_geo in project_geo:
             score += weights["geography"]
 
         # Check size match
         project_valuation = project_data.get("valuation", 0)
-        check_lower = investor_data.get("check_size_lower", 0)
+        check_lower = investor_data.get("check_size_lower") or 0
-        check_upper = investor_data.get("check_size_upper", float("inf"))
+        check_upper = investor_data.get("check_size_upper") or float("inf")
-        if check_lower <= project_valuation <= check_upper:
+        if check_lower and check_upper and check_lower <= project_valuation <= check_upper:
             score += weights["check_size"]
 
         # Thesis alignment (simplified)
@@ -151,14 +151,21 @@ class ReportGenerator:
         )
 
         # Geography criterion
-        investor_geo = investor_data.get("geographic_focus", "N/A")
+        investor_geo = investor_data.get("geographic_focus") or "N/A"
-        project_geo = project_data.get("location", "N/A")
+        project_geo = project_data.get("location") or "N/A"
-        geo_match = (
+        
-            "Strong"
+        # Safe comparison handling None values
-            if investor_geo.lower() in project_geo.lower()
+        if investor_geo == "N/A" or project_geo == "N/A":
-            or project_geo.lower() in investor_geo.lower()
+            geo_match = "N/A" if investor_geo == "N/A" and project_geo == "N/A" else "Mismatch"
-            else "Mismatch"
+        else:
-        )
+            investor_geo_lower = investor_geo.lower()
+            project_geo_lower = project_geo.lower()
+            geo_match = (
+                "Strong"
+                if investor_geo_lower in project_geo_lower
+                or project_geo_lower in investor_geo_lower
+                else "Mismatch"
+            )
         criteria.append(
             {
                 "name": "Geography",
@@ -170,8 +177,8 @@ class ReportGenerator:
         )
 
         # Check Size criterion
-        check_lower = investor_data.get("check_size_lower", 0)
+        check_lower = investor_data.get("check_size_lower") or 0
-        check_upper = investor_data.get("check_size_upper", 0)
+        check_upper = investor_data.get("check_size_upper") or 0
         project_val = project_data.get("valuation", 0)
 
         check_evidence = "N/A"
@@ -184,7 +191,7 @@ class ReportGenerator:
 
         check_match = (
             "Perfect"
-            if check_lower <= project_val <= check_upper
+            if check_lower and check_upper and check_lower <= project_val <= check_upper
             else "Strong"
             if project_val > 0
             else "N/A"