Merge branch 'version_three' of http://23.29.118.76:3000/bolade/Anton_wireframe into version_three

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")

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
+    # Check if we have cached insights
-    query_processor = QueryProcessor()
+    cached_insights = (
-
+        db.query(InvestorInsightCache)
-    # Get investment pattern analysis and market position using web search
+        .filter(InvestorInsightCache.investor_id == investor_id)
-    insights = await query_processor.get_investor_insights(
+        .first()
-        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,
     )
 
+    # 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"],
+        investment_pattern_analysis=cached_insights.investment_pattern_analysis,
-        market_position=insights["market_position"],
+        market_position=cached_insights.market_position,
         compatibility_score=compatibility_score,
     )

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()

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;
+                width: 210mm;
-                min-height: 100vh;
+                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">
+    <body>
-        <!-- Page 1: Investor Profile -->
+        <!-- Page 1 -->
-        <div class="page p-12">
+        <div class="page page-with-break">
-            <div class="flex justify-between items-start mb-8">
+            <div class="page-content">
-                <div>
+                <div class="flex justify-between items-start mb-8">
-                    <p class="text-sm text-gray-600 mb-2">Investor Profile</p>
+                    <div>
-                    <h1 class="text-4xl font-bold text-gray-900">
+                        <p class="text-sm text-gray-600 mb-2">Investor Profile</p>
-                        {{ investor.name }}
+                        <h1 class="text-4xl font-bold text-gray-900">
-                    </h1>
+                            {{ investor.name }}
-                </div>
+                        </h1>
-                <button
+                    </div>
-                    class="bg-gray-200 text-gray-700 px-4 py-2 rounded text-sm"
-                >
                     <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="grid grid-cols-2 gap-8 flex-grow">
-                <div class="bg-gray-50 p-6 rounded-lg">
+                    <!-- Left Column -->
-                    <h2 class="text-sm font-bold text-gray-900 uppercase mb-4">
+                    <div>
-                        Key Data
+                        <div class="mb-4">
-                    </h2>
+                            <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">
+                        <div class="mb-4">
-                        <p class="text-xs text-gray-600 mb-1">Headquarters:</p>
+                            <h2 class="text-sm font-bold text-gray-900 uppercase mb-4">
-                        <p class="text-sm font-semibold text-gray-900">
+                                Portfolio Highlights
-                            {{ investor.headquarters or 'N/A' }}
+                            </h2>
-                        </p>
+                            <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">
+                    <!-- Right Column -->
-                        <p class="text-xs text-gray-600 mb-1">Sectors:</p>
+                    <div class="bg-gray-50 p-6 rounded-lg">
-                        <p class="text-sm font-semibold text-gray-900">
+                        <h2 class="text-sm font-bold text-gray-900 uppercase mb-4">
-                            {% if investor.sectors %} {{ investor.sectors |
+                            Key Data
-                            join(', ') }} {% else %} N/A {% endif %}
+                        </h2>
-                        </p>
+                        <div class="space-y-3 text-sm">
-                    </div>
+                            <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">
+                            <div>
-                        <p class="text-xs text-gray-600 mb-1">DACH Region:</p>
+                                <p class="text-xs text-gray-600">Sectors:</p>
-                        <p class="text-sm font-semibold text-gray-900">
+                                <p class="font-semibold text-gray-900">
-                            {{ investor.geographic_focus or 'N/A' }}
+                                    {% if investor.sectors %}
-                        </p>
+                                    {{ investor.sectors | join(', ') }}
-                    </div>
+                                    {% else %}
+                                    N/A
+                                    {% endif %}
+                                </p>
+                            </div>
 
-                    <div class="mb-4">
+                            <div>
-                        <p class="text-xs text-gray-600 mb-1">
+                                <p class="text-xs text-gray-600">DACH Region:</p>
-                            AUM: (EUR million) (as of Fund IX)
+                                <p class="font-semibold text-gray-900">
-                        </p>
+                                    {{ investor.geographic_focus or 'N/A' }}
-                        <p class="text-sm font-semibold text-gray-900">
+                                </p>
-                            {% if investor.aum %} €{{
+                            </div>
-                            '{:,.0f}'.format(investor.aum / 1000000) }}M {% else
+
-                            %} N/A {% endif %}
+                            <div>
-                        </p>
+                                <p class="text-xs text-gray-600">AUM (EUR million):</p>
-                    </div>
+                                <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>
+                                </p>
-                    </div>
+                            </div>
-
+                        </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>
                     </div>
                 </div>
-            </div>
 
-            <div class="absolute bottom-12 right-12 text-xs text-gray-400">
+                <div class="page-footer">Page 1</div>
-                Page 1
             </div>
         </div>
 
-        <!-- Page 2: Mandate Match Analysis -->
+        <!-- Page 2 -->
         {% if project %}
-        <div class="page p-12">
+        <div class="page">
-            <h1 class="text-3xl font-bold text-gray-900 mb-8">
+            <div class="page-content">
-                {{ investor.name }}: Mandate Match Analysis
+                <h1 class="text-3xl font-bold text-gray-900 mb-8">
-            </h1>
+                    {{ investor.name }}: Mandate Match Analysis
+                </h1>
 
             <!-- Overall Match Circle -->
             <div class="flex justify-center mb-12">