feat: Integrate Folk CRM API for investor synchronization and compatibility scoring

app/routers/investors.py

@@ -1,7 +1,7 @@
 from typing import Optional
 
 from db.db import get_db
-from db.models import FundTable, InvestorTable, SectorTable
+from db.models import FundTable, InvestorTable, ProjectTable, SectorTable
 from fastapi import APIRouter, Depends, HTTPException, Query
 from pydantic import BaseModel
 from schemas.router_schemas import (
@@ -12,6 +12,7 @@ from schemas.router_schemas import (
     PaginatedResponse,
     SectorMinimal,
 )
+from services.compatibility_score import calculate_project_investor_compatibility
 from sqlalchemy.orm import Session, selectinload
 
 router = APIRouter(tags=["Investor Routes"])
@@ -46,12 +47,17 @@ class InvestorUpdate(BaseModel):
 def read_investors(
     page: int = Query(1, ge=1, description="Page number (starts at 1)"),
     page_size: int = Query(10, ge=1, le=100, description="Items per page (max 100)"),
+    project_id: Optional[int] = Query(
+        None, description="Optional project ID for compatibility scoring"
+    ),
     db: Session = Depends(get_db),
 ):
     """Get all investors with their funds as separate entries (paginated)
 
     Each investor-fund combination is returned as a separate row.
     An investor with 3 funds will appear as 3 entries.
+
+    If project_id is provided, calculates compatibility scores for each investor.
     """
     # Calculate offset
     offset = (page - 1) * page_size
@@ -59,6 +65,18 @@ def read_investors(
     # Get total count
     total_count = db.query(InvestorTable).count()
 
+    # Load project if project_id provided
+    project = None
+    if project_id is not None:
+        project = (
+            db.query(ProjectTable)
+            .options(selectinload(ProjectTable.sector))
+            .filter(ProjectTable.id == project_id)
+            .first()
+        )
+        if not project:
+            raise HTTPException(status_code=404, detail="Project not found")
+
     # Get paginated results
     investors = (
         db.query(InvestorTable)
@@ -66,7 +84,8 @@ def read_investors(
             selectinload(InvestorTable.portfolio_companies),
             selectinload(InvestorTable.team_members),
             selectinload(InvestorTable.sectors),
-            selectinload(InvestorTable.funds),
+            selectinload(InvestorTable.funds).selectinload(FundTable.investment_stages),
+            selectinload(InvestorTable.funds).selectinload(FundTable.sectors),
         )
         .offset(offset)
         .limit(page_size)
@@ -76,6 +95,13 @@ def read_investors(
     # Transform to InvestmentResponse format (one row per investor-fund combination)
     investment_responses = []
     for investor in investors:
+        # Calculate compatibility score if project provided
+        compatibility_score = 1.0
+        if project is not None:
+            compatibility_score = calculate_project_investor_compatibility(
+                project=project, investor=investor, use_funds=True
+            )
+
         # Get top 3 portfolio companies (id and name only)
         portfolio_companies = [
             CompanyMinimal(id=company.id, name=company.name)
@@ -110,7 +136,7 @@ def read_investors(
                     stage_focus=stage_focus,
                     portfolio_companies=portfolio_companies,
                     sectors=fund_sectors,
-                    compatibility_score=1.0,
+                    compatibility_score=compatibility_score,
                 )
                 investment_responses.append(investment_response)
         else:
@@ -125,7 +151,7 @@ def read_investors(
                 stage_focus=None,
                 portfolio_companies=portfolio_companies,
                 sectors=[],
-                compatibility_score=1.0,
+                compatibility_score=compatibility_score,
             )
             investment_responses.append(investment_response)
 
@@ -156,14 +182,31 @@ def filter_investors(
     max_aum: Optional[int] = Query(None, description="Maximum AUM"),
     page: int = Query(1, ge=1, description="Page number (starts at 1)"),
     page_size: int = Query(10, ge=1, le=100, description="Items per page (max 100)"),
+    project_id: Optional[int] = Query(
+        None, description="Optional project ID for compatibility scoring"
+    ),
     db: Session = Depends(get_db),
 ):
     """Filter investors based on various criteria (paginated)
 
     Returns investor-fund combinations as separate rows.
     Queries the funds table to find matching funds.
+
+    If project_id is provided, calculates compatibility scores for each investor.
     """
 
+    # Load project if project_id provided
+    project = None
+    if project_id is not None:
+        project = (
+            db.query(ProjectTable)
+            .options(selectinload(ProjectTable.sector))
+            .filter(ProjectTable.id == project_id)
+            .first()
+        )
+        if not project:
+            raise HTTPException(status_code=404, detail="Project not found")
+
     # Start with base query on funds table
     query = db.query(FundTable).options(
         selectinload(FundTable.investor).selectinload(
@@ -212,6 +255,13 @@ def filter_investors(
     for fund in funds:
         investor = fund.investor
 
+        # Calculate compatibility score if project provided
+        compatibility_score = 1.0
+        if project is not None:
+            compatibility_score = calculate_project_investor_compatibility(
+                project=project, investor=investor, use_funds=True
+            )
+
         # Get top 3 portfolio companies (id and name only)
         portfolio_companies = [
             CompanyMinimal(id=company.id, name=company.name)
@@ -243,7 +293,7 @@ def filter_investors(
             stage_focus=stage_focus,
             portfolio_companies=portfolio_companies,
             sectors=fund_sectors,
-            compatibility_score=1.0,
+            compatibility_score=compatibility_score,
         )
         investment_responses.append(investment_response)