Merge branch 'version_three' of http://23.29.118.76:3000/bolade/Anton_wireframe into version_three
This commit is contained in:
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@@ -311,3 +311,24 @@ class ProjectTable(Base, TimestampMixin):
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companies = relationship(
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"CompanyTable", secondary=project_company_association, back_populates="projects"
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)
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class InvestorInsightCache(Base, TimestampMixin):
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__tablename__ = "investor_insight_cache"
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id = Column(Integer, primary_key=True, index=True)
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investor_id = Column(
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Integer, ForeignKey("investors.id"), nullable=False, unique=True
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)
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# Cached insights
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investment_pattern_analysis = Column(Text, nullable=False)
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market_position = Column(Text, nullable=False)
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# Cache management
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last_refreshed = Column(
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DateTime(timezone=True), server_default=func.now(), nullable=False
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)
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# Relationship to investor
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investor = relationship("InvestorTable")
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@@ -1,7 +1,8 @@
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from datetime import datetime, timedelta
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from typing import Optional
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from db.db import get_db
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from db.models import InvestorTable, ProjectTable
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from db.models import InvestorInsightCache, InvestorTable, ProjectTable
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from fastapi import APIRouter, Depends, HTTPException
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from schemas.insight_schema import InsightResponse
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from services.compatibility_score import (
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@@ -39,19 +40,60 @@ async def get_insights(
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status_code=404, detail=f"Investor with id {investor_id} not found"
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)
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# Initialize the query processor for insights
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query_processor = QueryProcessor()
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# Get investment pattern analysis and market position using web search
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insights = await query_processor.get_investor_insights(
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investor_name=investor.name,
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investor_website=investor.website,
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investor_description=investor.description,
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investor_headquarters=investor.headquarters,
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investment_thesis=investor.investment_thesis,
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portfolio_highlights=investor.portfolio_highlights,
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# Check if we have cached insights
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cached_insights = (
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db.query(InvestorInsightCache)
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.filter(InvestorInsightCache.investor_id == investor_id)
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.first()
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)
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# Determine if cache needs refresh (older than 1 month)
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needs_refresh = True
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if cached_insights:
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# Calculate if cache is older than 1 month
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cache_age = (
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datetime.now(cached_insights.last_refreshed.tzinfo)
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- cached_insights.last_refreshed
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)
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needs_refresh = cache_age > timedelta(days=30)
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# Fetch new insights if needed
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if needs_refresh:
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# Initialize the query processor for insights
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query_processor = QueryProcessor()
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# Get investment pattern analysis and market position using web search
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insights = await query_processor.get_investor_insights(
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investor_name=investor.name,
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investor_website=investor.website,
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investor_description=investor.description,
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investor_headquarters=investor.headquarters,
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investment_thesis=investor.investment_thesis,
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portfolio_highlights=investor.portfolio_highlights,
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)
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# Update or create cache entry
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if cached_insights:
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# Update existing cache
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cached_insights.investment_pattern_analysis = insights[
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"investment_pattern_analysis"
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]
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cached_insights.market_position = insights["market_position"]
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cached_insights.last_refreshed = datetime.now(
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cached_insights.last_refreshed.tzinfo
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)
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else:
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# Create new cache entry
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cached_insights = InvestorInsightCache(
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investor_id=investor_id,
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investment_pattern_analysis=insights["investment_pattern_analysis"],
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market_position=insights["market_position"],
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)
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db.add(cached_insights)
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db.commit()
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db.refresh(cached_insights)
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# Calculate compatibility score if project_id is provided
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compatibility_score = None
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if project_id:
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@@ -74,7 +116,7 @@ async def get_insights(
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compatibility_score = "Select a project to see compatibility analysis"
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return InsightResponse(
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investment_pattern_analysis=insights["investment_pattern_analysis"],
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market_position=insights["market_position"],
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investment_pattern_analysis=cached_insights.investment_pattern_analysis,
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market_position=cached_insights.market_position,
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compatibility_score=compatibility_score,
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)
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@@ -34,7 +34,6 @@ class ReportGenerator:
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# Render HTML from template
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template = self.env.get_template("report.html")
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html_content = template.render(**context)
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# Convert HTML to PDF using Playwright
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pdf_bytes = await self._html_to_pdf(html_content)
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@@ -104,7 +103,11 @@ class ReportGenerator:
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project_valuation = project_data.get("valuation", 0)
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check_lower = investor_data.get("check_size_lower") or 0
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check_upper = investor_data.get("check_size_upper") or float("inf")
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if check_lower and check_upper and check_lower <= project_valuation <= check_upper:
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if (
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check_lower
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and check_upper
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and check_lower <= project_valuation <= check_upper
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):
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score += weights["check_size"]
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# Thesis alignment (simplified)
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@@ -153,10 +156,12 @@ class ReportGenerator:
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# Geography criterion
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investor_geo = investor_data.get("geographic_focus") or "N/A"
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project_geo = project_data.get("location") or "N/A"
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# Safe comparison handling None values
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if investor_geo == "N/A" or project_geo == "N/A":
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geo_match = "N/A" if investor_geo == "N/A" and project_geo == "N/A" else "Mismatch"
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geo_match = (
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"N/A" if investor_geo == "N/A" and project_geo == "N/A" else "Mismatch"
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)
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else:
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investor_geo_lower = investor_geo.lower()
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project_geo_lower = project_geo.lower()
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+147
-144
@@ -7,23 +7,43 @@
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<script src="https://cdn.tailwindcss.com"></script>
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<style>
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@page {
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margin: 0;
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size: A4;
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margin: 0;
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}
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html,
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body {
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margin: 0;
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padding: 0;
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height: 100%;
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background: white;
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font-family: -apple-system, BlinkMacSystemFont, "Segoe UI",
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Roboto, sans-serif;
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}
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/* Each page is exactly one A4 sheet */
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.page {
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page-break-after: always;
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min-height: 100vh;
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width: 210mm;
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height: 297mm;
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position: relative;
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background: white;
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overflow: hidden;
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}
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.page:last-child {
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page-break-after: auto;
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/* Adds a break between pages (for print/PDF) */
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.page-with-break {
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page-break-after: always;
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}
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/* Inner content wrapper for consistent padding */
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.page-content {
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box-sizing: border-box;
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padding: 48px; /* equivalent to Tailwind p-12 */
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height: 100%;
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display: flex;
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flex-direction: column;
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}
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.tag {
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display: inline-block;
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padding: 4px 12px;
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@@ -32,131 +52,132 @@
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font-size: 12px;
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margin: 4px;
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}
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/* Ensure the footer text stays inside page bounds */
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.page-footer {
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position: absolute;
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bottom: 48px;
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right: 48px;
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font-size: 10px;
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color: #9ca3af; /* Tailwind gray-400 */
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}
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</style>
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</head>
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<body class="bg-white">
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<!-- Page 1: Investor Profile -->
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<div class="page p-12">
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<div class="flex justify-between items-start mb-8">
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<div>
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<p class="text-sm text-gray-600 mb-2">Investor Profile</p>
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<h1 class="text-4xl font-bold text-gray-900">
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{{ investor.name }}
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</h1>
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</div>
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<button
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class="bg-gray-200 text-gray-700 px-4 py-2 rounded text-sm"
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>
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<body>
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<!-- Page 1 -->
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<div class="page page-with-break">
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<div class="page-content">
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<div class="flex justify-between items-start mb-8">
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<div>
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<p class="text-sm text-gray-600 mb-2">Investor Profile</p>
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<h1 class="text-4xl font-bold text-gray-900">
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{{ investor.name }}
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</h1>
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</div>
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<a
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href="{{ investor.website }}"
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target="_blank"
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class="no-underline text-gray-700"
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class="bg-gray-200 text-gray-700 px-4 py-2 rounded text-sm no-underline"
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>Visit Website →</a
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>
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</button>
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</div>
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<div class="grid grid-cols-2 gap-8">
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<!-- Left Column -->
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<div>
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<div class="mb-8">
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<h2
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class="text-sm font-bold text-gray-900 uppercase mb-4"
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>
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Investor Description
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</h2>
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<p class="text-sm text-gray-700 leading-relaxed">
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{{ investor.description or 'No description
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available.' }}
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</p>
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</div>
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<div class="mb-8">
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<h2
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class="text-sm font-bold text-gray-900 uppercase mb-4"
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>
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Portfolio Highlights
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</h2>
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<div class="flex flex-wrap gap-2">
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{% if investor.portfolio_highlights %} {% for
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company in investor.portfolio_highlights[:5] %}
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<span class="tag">{{ company }}</span>
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{% endfor %} {% else %}
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<p class="text-sm text-gray-500">
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No portfolio highlights available
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</p>
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{% endif %}
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</div>
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</div>
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<div class="mb-8">
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<h2
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class="text-sm font-bold text-gray-900 uppercase mb-4"
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>
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Senior Leadership
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</h2>
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{% if investor.team_members %} {% for member in
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investor.team_members[:2] %}
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<div class="mb-3">
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<p class="text-sm font-semibold text-gray-900">
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{{ member.name }}
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</p>
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<p class="text-sm text-gray-600">
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{{ member.role or member.title or 'Team Member'
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}}
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</p>
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{% if member.email %}
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<p class="text-xs text-blue-600">
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{{ member.email }}
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||||
</p>
|
||||
{% endif %}
|
||||
</div>
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||||
{% endfor %} {% else %}
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<p class="text-sm text-gray-500">
|
||||
No team information available
|
||||
</p>
|
||||
{% endif %}
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||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Right Column -->
|
||||
<div class="bg-gray-50 p-6 rounded-lg">
|
||||
<h2 class="text-sm font-bold text-gray-900 uppercase mb-4">
|
||||
Key Data
|
||||
</h2>
|
||||
<div class="grid grid-cols-2 gap-8 flex-grow">
|
||||
<!-- Left Column -->
|
||||
<div>
|
||||
<div class="mb-4">
|
||||
<h2 class="text-sm font-bold text-gray-900 uppercase mb-4">
|
||||
Investor Description
|
||||
</h2>
|
||||
<p class="text-sm text-gray-700 leading-relaxed">
|
||||
{{ investor.description or 'No description available.' }}
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<div class="mb-4">
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||||
<p class="text-xs text-gray-600 mb-1">Headquarters:</p>
|
||||
<p class="text-sm font-semibold text-gray-900">
|
||||
{{ investor.headquarters or 'N/A' }}
|
||||
</p>
|
||||
<div class="mb-4">
|
||||
<h2 class="text-sm font-bold text-gray-900 uppercase mb-4">
|
||||
Portfolio Highlights
|
||||
</h2>
|
||||
<div class="flex flex-wrap gap-2">
|
||||
{% if investor.portfolio_highlights %}
|
||||
{% for company in investor.portfolio_highlights[:5] %}
|
||||
<span class="tag">{{ company }}</span>
|
||||
{% endfor %}
|
||||
{% else %}
|
||||
<p class="text-sm text-gray-500">
|
||||
No portfolio highlights available
|
||||
</p>
|
||||
{% endif %}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="mb-4">
|
||||
<h2 class="text-sm font-bold text-gray-900 uppercase mb-4">
|
||||
Senior Leadership
|
||||
</h2>
|
||||
{% if investor.team_members %}
|
||||
{% for member in investor.team_members[:2] %}
|
||||
<div class="mb-3">
|
||||
<p class="text-sm font-semibold text-gray-900">
|
||||
{{ member.name }}
|
||||
</p>
|
||||
<p class="text-sm text-gray-600">
|
||||
{{ member.role or member.title or 'Team Member' }}
|
||||
</p>
|
||||
{% if member.email %}
|
||||
<p class="text-xs text-blue-600">
|
||||
{{ member.email }}
|
||||
</p>
|
||||
{% endif %}
|
||||
</div>
|
||||
{% endfor %}
|
||||
{% else %}
|
||||
<p class="text-sm text-gray-500">No team information available</p>
|
||||
{% endif %}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="mb-4">
|
||||
<p class="text-xs text-gray-600 mb-1">Sectors:</p>
|
||||
<p class="text-sm font-semibold text-gray-900">
|
||||
{% if investor.sectors %} {{ investor.sectors |
|
||||
join(', ') }} {% else %} N/A {% endif %}
|
||||
</p>
|
||||
</div>
|
||||
<!-- Right Column -->
|
||||
<div class="bg-gray-50 p-6 rounded-lg">
|
||||
<h2 class="text-sm font-bold text-gray-900 uppercase mb-4">
|
||||
Key Data
|
||||
</h2>
|
||||
<div class="space-y-3 text-sm">
|
||||
<div>
|
||||
<p class="text-xs text-gray-600">Headquarters:</p>
|
||||
<p class="font-semibold text-gray-900">
|
||||
{{ investor.headquarters or 'N/A' }}
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<div class="mb-4">
|
||||
<p class="text-xs text-gray-600 mb-1">DACH Region:</p>
|
||||
<p class="text-sm font-semibold text-gray-900">
|
||||
{{ investor.geographic_focus or 'N/A' }}
|
||||
</p>
|
||||
</div>
|
||||
<div>
|
||||
<p class="text-xs text-gray-600">Sectors:</p>
|
||||
<p class="font-semibold text-gray-900">
|
||||
{% if investor.sectors %}
|
||||
{{ investor.sectors | join(', ') }}
|
||||
{% else %}
|
||||
N/A
|
||||
{% endif %}
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<div class="mb-4">
|
||||
<p class="text-xs text-gray-600 mb-1">
|
||||
AUM: (EUR million) (as of Fund IX)
|
||||
</p>
|
||||
<p class="text-sm font-semibold text-gray-900">
|
||||
{% if investor.aum %} €{{
|
||||
'{:,.0f}'.format(investor.aum / 1000000) }}M {% else
|
||||
%} N/A {% endif %}
|
||||
</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">
|
||||
{% if investor.aum %}
|
||||
€{{ '{:,.0f}'.format(investor.aum / 1000000) }}M
|
||||
{% else %}
|
||||
N/A
|
||||
{% endif %}
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<div class="mb-4">
|
||||
<p class="text-xs text-gray-600 mb-1">
|
||||
@@ -182,41 +203,23 @@
|
||||
1000000) }}M {% elif investor.check_size_lower %}
|
||||
€{{ '{:,.0f}'.format(investor.check_size_lower /
|
||||
1000000) }}M+ {% else %} N/A {% endif %}
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<div class="mb-4">
|
||||
<p class="text-xs text-gray-600 mb-1">
|
||||
Select Deals, Series A, Series B:
|
||||
</p>
|
||||
<p class="text-sm font-semibold text-gray-900">
|
||||
Growth
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<div class="mb-4">
|
||||
<p class="text-xs text-gray-600 mb-1">Focus Areas:</p>
|
||||
<p class="text-sm font-semibold text-gray-900">
|
||||
{% if investor.investment_thesis %} {{
|
||||
investor.investment_thesis[:3] | join(', ') }} {%
|
||||
else %} Disruptive Technologies, Entrepreneur-led,
|
||||
Sustainability {% endif %}
|
||||
</p>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="absolute bottom-12 right-12 text-xs text-gray-400">
|
||||
Page 1
|
||||
<div class="page-footer">Page 1</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Page 2: Mandate Match Analysis -->
|
||||
<!-- Page 2 -->
|
||||
{% if project %}
|
||||
<div class="page p-12">
|
||||
<h1 class="text-3xl font-bold text-gray-900 mb-8">
|
||||
{{ investor.name }}: Mandate Match Analysis
|
||||
</h1>
|
||||
<div class="page">
|
||||
<div class="page-content">
|
||||
<h1 class="text-3xl font-bold text-gray-900 mb-8">
|
||||
{{ investor.name }}: Mandate Match Analysis
|
||||
</h1>
|
||||
|
||||
<!-- Overall Match Circle -->
|
||||
<div class="flex justify-center mb-12">
|
||||
|
||||
Reference in New Issue
Block a user