feat: Update investor report generation and HTML template to include fund details and improve data handling

This commit is contained in:
bolade
2025-10-21 10:48:58 +01:00
parent 63d8e57e57
commit 483c2cc114
10 changed files with 289 additions and 135 deletions
+5 -3
View File
@@ -61,16 +61,18 @@ async def parse_csv(
- Handles AUM, fund sizes, and check sizes as integers
**For companies:**
- Expected columns: Name, Website, Investor, Final Investor Profile (company profile)
- Expected columns: Name, Website, Perplexity Gap Output (or Final Investor Profile)
- 100% manual JSON parsing - no LLM needed
- Extracts company details, executives, investors, and client categories
- Automatically links companies to investors in database
- **Only extracts:** founded_year and key_executives
- **Only updates companies already in the database** (syncs with existing records)
- Skips companies not found in the database
**Benefits:**
- Fast processing (5-10s per record)
- Low cost (minimal or no LLM usage)
- Accurate data extraction
- Automatic database persistence
- Safe: won't create duplicate companies
"""
# Read uploaded CSV with pandas
content = await file.read()