From 228a67cc49f50e85163135cf95ddcb9082735e02 Mon Sep 17 00:00:00 2001
From: bolade <babawale030@gmail.com>
Date: Fri, 17 Oct 2025 23:15:57 +0100
Subject: [PATCH] feat: Add InvestorInsightCache model and implement caching
 for investor insights

---
 app/__pycache__/main.cpython-312.pyc          | Bin 5225 -> 5212 bytes
 app/db/__pycache__/db.cpython-312.pyc         | Bin 1749 -> 1749 bytes
 app/db/__pycache__/models.cpython-312.pyc     | Bin 9028 -> 9678 bytes
 app/db/models.py                              |  21 ++
 app/routers/insight_route.py                  |  70 ++++-
 .../__pycache__/querying.cpython-312.pyc      | Bin 8315 -> 8594 bytes
 app/services/report_gen.py                    |  13 +-
 app/templates/report.html                     | 291 +++++++++---------
 investors.db                                  | Bin 27054080 -> 27066368 bytes
 9 files changed, 233 insertions(+), 162 deletions(-)

diff --git a/app/__pycache__/main.cpython-312.pyc b/app/__pycache__/main.cpython-312.pyc
index a03bc929ab23772b706d998d4472ae29b145e415..ef94b2959a3913ba0da87acc8ea966b36959d9a2 100644
GIT binary patch
delta 112
zcmaE<aYuvqG%qg~0}u#5d!NBGkynz@VWT<^Go#dG6J|A`H43YlL6Qs%j0}~Gm5iE-
zoAa1&@d|4)-(pTID7eLvkzZVLi=`mHsAO}BU@Rk70$3>nL-CZ&r-k|%d9SfpePCx`
Kkt&h~N&o;{SRADQ

delta 125
zcmcbk@lu2LG%qg~0}!O@yvvZB$ScX{v{9XhnNfPO3A36=iozPj)hr-s1_nlkO2$e?
zO{L8_%(r-DLNr-!F((!j++xYdFD|*oQjlL%a*M4fH77qYWpkupEF)JUSPuh3@wCkc
Xg!&oz52##YasR;1z#>&74U_@^4G1A<

diff --git a/app/db/__pycache__/db.cpython-312.pyc b/app/db/__pycache__/db.cpython-312.pyc
index c852d80ecbaa5298160b8697f1207ed64e2b4c48..f367c0da854209e96ed71e99c2661405caf4345d 100644
GIT binary patch
delta 20
acmcc0dzF{_G%qg~0}xnl`?Qh!6dM3O{st@n

delta 20
acmcc0dzF{_G%qg~0}xC|dAgDN6dM3PG6p07

diff --git a/app/db/__pycache__/models.cpython-312.pyc b/app/db/__pycache__/models.cpython-312.pyc
index bccb5bde5244e3986c4a86462cdb88149afcea96..5bcb5acd548b3e41a1918eab4718d69247394e79 100644
GIT binary patch
delta 2231
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zWv7ZFwU-8s8gb|$haQ5=fy7A_<<d&zR;jHNq$b-oQvZUIie4&J?Yvo+U@KBdSK`N;
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axa<&jxmMn}d!m`|T|05D?GKI$jPXBj&CIU=

delta 1646
zcmbW2&u<e)6vsVIupMG-LK53CF*qR*rcn_Rv<gr#zhaUA%OxOjAuQg3tZMJV>~0!2
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T_rkq9?j|?BNfcR%{t5mAwWK)#

diff --git a/app/db/models.py b/app/db/models.py
index a3e0774..983533b 100644
--- a/app/db/models.py
+++ b/app/db/models.py
@@ -311,3 +311,24 @@ class ProjectTable(Base, TimestampMixin):
     companies = relationship(
         "CompanyTable", secondary=project_company_association, back_populates="projects"
     )
+
+
+class InvestorInsightCache(Base, TimestampMixin):
+    __tablename__ = "investor_insight_cache"
+
+    id = Column(Integer, primary_key=True, index=True)
+    investor_id = Column(
+        Integer, ForeignKey("investors.id"), nullable=False, unique=True
+    )
+
+    # Cached insights
+    investment_pattern_analysis = Column(Text, nullable=False)
+    market_position = Column(Text, nullable=False)
+
+    # Cache management
+    last_refreshed = Column(
+        DateTime(timezone=True), server_default=func.now(), nullable=False
+    )
+
+    # Relationship to investor
+    investor = relationship("InvestorTable")
diff --git a/app/routers/insight_route.py b/app/routers/insight_route.py
index 632bde2..4967c32 100644
--- a/app/routers/insight_route.py
+++ b/app/routers/insight_route.py
@@ -1,7 +1,8 @@
+from datetime import datetime, timedelta
 from typing import Optional
 
 from db.db import get_db
-from db.models import InvestorTable, ProjectTable
+from db.models import InvestorInsightCache, InvestorTable, ProjectTable
 from fastapi import APIRouter, Depends, HTTPException
 from schemas.insight_schema import InsightResponse
 from services.compatibility_score import (
@@ -39,19 +40,60 @@ async def get_insights(
             status_code=404, detail=f"Investor with id {investor_id} not found"
         )
 
-    # Initialize the query processor for insights
-    query_processor = QueryProcessor()
-
-    # Get investment pattern analysis and market position using web search
-    insights = await query_processor.get_investor_insights(
-        investor_name=investor.name,
-        investor_website=investor.website,
-        investor_description=investor.description,
-        investor_headquarters=investor.headquarters,
-        investment_thesis=investor.investment_thesis,
-        portfolio_highlights=investor.portfolio_highlights,
+    # Check if we have cached insights
+    cached_insights = (
+        db.query(InvestorInsightCache)
+        .filter(InvestorInsightCache.investor_id == investor_id)
+        .first()
     )
 
+    # Determine if cache needs refresh (older than 1 month)
+    needs_refresh = True
+    if cached_insights:
+        # Calculate if cache is older than 1 month
+        cache_age = (
+            datetime.now(cached_insights.last_refreshed.tzinfo)
+            - cached_insights.last_refreshed
+        )
+        needs_refresh = cache_age > timedelta(days=30)
+
+    # Fetch new insights if needed
+    if needs_refresh:
+        # Initialize the query processor for insights
+        query_processor = QueryProcessor()
+
+        # Get investment pattern analysis and market position using web search
+        insights = await query_processor.get_investor_insights(
+            investor_name=investor.name,
+            investor_website=investor.website,
+            investor_description=investor.description,
+            investor_headquarters=investor.headquarters,
+            investment_thesis=investor.investment_thesis,
+            portfolio_highlights=investor.portfolio_highlights,
+        )
+
+        # Update or create cache entry
+        if cached_insights:
+            # Update existing cache
+            cached_insights.investment_pattern_analysis = insights[
+                "investment_pattern_analysis"
+            ]
+            cached_insights.market_position = insights["market_position"]
+            cached_insights.last_refreshed = datetime.now(
+                cached_insights.last_refreshed.tzinfo
+            )
+        else:
+            # Create new cache entry
+            cached_insights = InvestorInsightCache(
+                investor_id=investor_id,
+                investment_pattern_analysis=insights["investment_pattern_analysis"],
+                market_position=insights["market_position"],
+            )
+            db.add(cached_insights)
+
+        db.commit()
+        db.refresh(cached_insights)
+
     # Calculate compatibility score if project_id is provided
     compatibility_score = None
     if project_id:
@@ -74,7 +116,7 @@ async def get_insights(
         compatibility_score = "Select a project to see compatibility analysis"
 
     return InsightResponse(
-        investment_pattern_analysis=insights["investment_pattern_analysis"],
-        market_position=insights["market_position"],
+        investment_pattern_analysis=cached_insights.investment_pattern_analysis,
+        market_position=cached_insights.market_position,
         compatibility_score=compatibility_score,
     )
diff --git a/app/services/__pycache__/querying.cpython-312.pyc b/app/services/__pycache__/querying.cpython-312.pyc
index d5a560a4efbd55cbd8a91cf50e8d46ca372a68d2..39750b291c41ef069c8f84e2139a9f96c78d1eef 100644
GIT binary patch
delta 1206
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delta 903
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diff --git a/app/services/report_gen.py b/app/services/report_gen.py
index a3945bb..1e0c2a5 100644
--- a/app/services/report_gen.py
+++ b/app/services/report_gen.py
@@ -34,7 +34,6 @@ class ReportGenerator:
         # Render HTML from template
         template = self.env.get_template("report.html")
         html_content = template.render(**context)
-
         # Convert HTML to PDF using Playwright
         pdf_bytes = await self._html_to_pdf(html_content)
 
@@ -104,7 +103,11 @@ class ReportGenerator:
         project_valuation = project_data.get("valuation", 0)
         check_lower = investor_data.get("check_size_lower") or 0
         check_upper = investor_data.get("check_size_upper") or float("inf")
-        if check_lower and check_upper and 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)
@@ -153,10 +156,12 @@ class ReportGenerator:
         # Geography criterion
         investor_geo = investor_data.get("geographic_focus") or "N/A"
         project_geo = project_data.get("location") or "N/A"
-        
+
         # Safe comparison handling None values
         if investor_geo == "N/A" or project_geo == "N/A":
-            geo_match = "N/A" if investor_geo == "N/A" and project_geo == "N/A" else "Mismatch"
+            geo_match = (
+                "N/A" if investor_geo == "N/A" and project_geo == "N/A" else "Mismatch"
+            )
         else:
             investor_geo_lower = investor_geo.lower()
             project_geo_lower = project_geo.lower()
diff --git a/app/templates/report.html b/app/templates/report.html
index f394aa8..44d02ff 100644
--- a/app/templates/report.html
+++ b/app/templates/report.html
@@ -7,23 +7,43 @@
         <script src="https://cdn.tailwindcss.com"></script>
         <style>
             @page {
-                margin: 0;
                 size: A4;
+                margin: 0;
             }
+
+            html,
             body {
                 margin: 0;
                 padding: 0;
+                height: 100%;
+                background: white;
                 font-family: -apple-system, BlinkMacSystemFont, "Segoe UI",
                     Roboto, sans-serif;
             }
+
+            /* Each page is exactly one A4 sheet */
             .page {
-                page-break-after: always;
-                min-height: 100vh;
+                width: 210mm;
+                height: 297mm;
+                position: relative;
                 background: white;
+                overflow: hidden;
             }
-            .page:last-child {
-                page-break-after: auto;
+
+            /* Adds a break between pages (for print/PDF) */
+            .page-with-break {
+                page-break-after: always;
             }
+
+            /* Inner content wrapper for consistent padding */
+            .page-content {
+                box-sizing: border-box;
+                padding: 48px; /* equivalent to Tailwind p-12 */
+                height: 100%;
+                display: flex;
+                flex-direction: column;
+            }
+
             .tag {
                 display: inline-block;
                 padding: 4px 12px;
@@ -32,131 +52,132 @@
                 font-size: 12px;
                 margin: 4px;
             }
+
+            /* Ensure the footer text stays inside page bounds */
+            .page-footer {
+                position: absolute;
+                bottom: 48px;
+                right: 48px;
+                font-size: 10px;
+                color: #9ca3af; /* Tailwind gray-400 */
+            }
         </style>
     </head>
-    <body class="bg-white">
-        <!-- Page 1: Investor Profile -->
-        <div class="page p-12">
-            <div class="flex justify-between items-start mb-8">
-                <div>
-                    <p class="text-sm text-gray-600 mb-2">Investor Profile</p>
-                    <h1 class="text-4xl font-bold text-gray-900">
-                        {{ investor.name }}
-                    </h1>
-                </div>
-                <button
-                    class="bg-gray-200 text-gray-700 px-4 py-2 rounded text-sm"
-                >
+    <body>
+        <!-- Page 1 -->
+        <div class="page page-with-break">
+            <div class="page-content">
+                <div class="flex justify-between items-start mb-8">
+                    <div>
+                        <p class="text-sm text-gray-600 mb-2">Investor Profile</p>
+                        <h1 class="text-4xl font-bold text-gray-900">
+                            {{ investor.name }}
+                        </h1>
+                    </div>
                     <a
                         href="{{ investor.website }}"
                         target="_blank"
-                        class="no-underline text-gray-700"
+                        class="bg-gray-200 text-gray-700 px-4 py-2 rounded text-sm no-underline"
                         >Visit Website →</a
                     >
-                </button>
-            </div>
-
-            <div class="grid grid-cols-2 gap-8">
-                <!-- Left Column -->
-                <div>
-                    <div class="mb-8">
-                        <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-8">
-                        <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-8">
-                        <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>
 
-                <!-- 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">
-                        <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">
diff --git a/investors.db b/investors.db
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