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

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bolade
2025-10-21 10:48:58 +01:00
parent 63d8e57e57
commit 483c2cc114
10 changed files with 289 additions and 135 deletions
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app/templates/report.html
+38 -31
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@@ -161,13 +161,6 @@
</p>
</div>
<div>
<p class="text-xs text-gray-600">DACH Region:</p>
<p class="font-semibold text-gray-900">
{{ investor.geographic_focus or 'N/A' }}
</p>
</div>
<div>
<p class="text-xs text-gray-600">AUM (EUR million):</p>
<p class="font-semibold text-gray-900">
@@ -179,33 +172,47 @@
</p>
</div>
<div class="mb-4">
<p class="text-xs text-gray-600 mb-1">
Investment Stage:
</p>
<p class="text-sm font-semibold text-gray-900">
{% if investor.investment_stages %} {{
investor.investment_stages | join(', ') }} {% else
%} N/A {% endif %}
</p>
</div>
<div class="mb-4">
<p class="text-xs text-gray-600 mb-1">
Est. Investment Size:
</p>
<p class="text-sm font-semibold text-gray-900">
{% if investor.check_size_lower and
investor.check_size_upper %} €{{
'{:,.0f}'.format(investor.check_size_lower /
1000000) }}M - €{{
'{:,.0f}'.format(investor.check_size_upper /
1000000) }}M {% elif investor.check_size_lower %}
€{{ '{:,.0f}'.format(investor.check_size_lower /
1000000) }}M+ {% else %} N/A {% endif %}
<div>
<p class="text-xs text-gray-600 mb-1">Number of Funds:</p>
<p class="font-semibold text-gray-900">
{{ investor.funds | length if investor.funds else 'N/A' }}
</p>
</div>
</div>
<div class="mt-4">
<h3 class="text-xs font-bold text-gray-900 uppercase mb-2">
Fund Details
</h3>
{% if investor.funds %}
{% for fund in investor.funds %}
<div class="mb-3 pb-3 border-b border-gray-200">
<p class="text-sm font-semibold text-gray-900 mb-1">
{{ fund.fund_name or 'Fund ' + loop.index|string }}
</p>
<div class="text-xs text-gray-700 space-y-1">
{% if fund.fund_size %}
<p>Fund Size: €{{ '{:,.0f}'.format(fund.fund_size / 1000000) }}M</p>
{% endif %}
{% if fund.check_size_lower and fund.check_size_upper %}
<p>Check Size: €{{ '{:,.0f}'.format(fund.check_size_lower / 1000000) }}M - €{{ '{:,.0f}'.format(fund.check_size_upper / 1000000) }}M</p>
{% endif %}
{% if fund.geographic_focus %}
<p>Geography: {{ fund.geographic_focus }}</p>
{% endif %}
{% if fund.investment_stages %}
<p>Stages: {{ fund.investment_stages | join(', ') }}</p>
{% endif %}
{% if fund.sectors %}
<p>Sectors: {{ fund.sectors[:3] | join(', ') }}</p>
{% endif %}
</div>
</div>
{% endfor %}
{% else %}
<p class="text-xs text-gray-500">No fund information available</p>
{% endif %}
</div>
</div>
</div>