Refactor investor-related schemas and models; implement investor CRUD operations and update stage_focus values to uppercase

app/api/investors.py

@@ -1,8 +1,233 @@
-from fastapi import APIRouter
+from typing import List, Optional
 
-router = APIRouter()
+from db.db import get_db
+from db.models import InvestorTable, SectorTable
+from fastapi import APIRouter, Depends, HTTPException, Query
+from py_schemas import InvestmentStage, InvestorData
+from pydantic import BaseModel
+from sqlalchemy.orm import Session, selectinload
 
-@router.get("/investors")
-def read_investors():
-    return {"message": "list of investors"}
+router = APIRouter(tags=["Investor Routes"])
 
+
+# Request schemas for creating/updating
+class InvestorCreate(BaseModel):
+    name: str
+    description: str = None
+    aum: int
+    check_size_lower: int
+    check_size_upper: int
+    geographic_focus: str
+    stage_focus: InvestmentStage
+    number_of_investments: int = 0
+
+
+class InvestorUpdate(BaseModel):
+    name: str = None
+    description: str = None
+    aum: int = None
+    check_size_lower: int = None
+    check_size_upper: int = None
+    geographic_focus: str = None
+    stage_focus: InvestmentStage = None
+    number_of_investments: int = None
+
+
+@router.get("/investors", response_model=List[InvestorData])
+def read_investors(db: Session = Depends(get_db)):
+    """Get all investors with their related data"""
+    investors = (
+        db.query(InvestorTable)
+        .options(
+            selectinload(InvestorTable.portfolio_companies),
+            selectinload(InvestorTable.team_members),
+            selectinload(InvestorTable.sectors),
+        )
+        .all()
+    )
+
+    # Transform InvestorTable objects to InvestorData format
+    investor_data_list = []
+    for investor in investors:
+        investor_data = InvestorData(
+            investor=investor,  # This maps to InvestorSchema
+            portfolio_companies=investor.portfolio_companies,
+            team_members=investor.team_members,
+            sectors=investor.sectors,
+        )
+        investor_data_list.append(investor_data)
+
+    return investor_data_list
+
+
+@router.get("/investors/filter", response_model=List[InvestorData])
+def filter_investors(
+    stage: Optional[InvestmentStage] = Query(
+        None, description="Filter by investment stage"
+    ),
+    min_check_size: Optional[int] = Query(None, description="Minimum check size"),
+    max_check_size: Optional[int] = Query(None, description="Maximum check size"),
+    geography: Optional[str] = Query(
+        None, description="Geographic focus (partial match)"
+    ),
+    sector: Optional[str] = Query(None, description="Sector name (partial match)"),
+    min_aum: Optional[int] = Query(None, description="Minimum AUM"),
+    max_aum: Optional[int] = Query(None, description="Maximum AUM"),
+    db: Session = Depends(get_db),
+):
+    """Filter investors based on various criteria"""
+
+    # Start with base query
+    query = db.query(InvestorTable).options(
+        selectinload(InvestorTable.portfolio_companies),
+        selectinload(InvestorTable.team_members),
+        selectinload(InvestorTable.sectors),
+    )
+
+    # Apply filters
+    if stage:
+        query = query.filter(InvestorTable.stage_focus == stage)
+
+    if min_check_size is not None:
+        query = query.filter(InvestorTable.check_size_lower >= min_check_size)
+
+    if max_check_size is not None:
+        query = query.filter(InvestorTable.check_size_upper <= max_check_size)
+
+    if geography:
+        query = query.filter(InvestorTable.geographic_focus.ilike(f"%{geography}%"))
+
+    if min_aum is not None:
+        query = query.filter(InvestorTable.aum >= min_aum)
+
+    if max_aum is not None:
+        query = query.filter(InvestorTable.aum <= max_aum)
+
+    # Filter by sector if provided
+    if sector:
+        query = query.join(InvestorTable.sectors).filter(
+            SectorTable.name.ilike(f"%{sector}%")
+        )
+
+    investors = query.all()
+
+    # Transform to InvestorData format
+    investor_data_list = []
+    for investor in investors:
+        investor_data = InvestorData(
+            investor=investor,
+            portfolio_companies=investor.portfolio_companies,
+            team_members=investor.team_members,
+            sectors=investor.sectors,
+        )
+        investor_data_list.append(investor_data)
+
+    return investor_data_list
+
+
+@router.get("/investors/{investor_id}", response_model=InvestorData)
+def read_investor(investor_id: int, db: Session = Depends(get_db)):
+    """Get a specific investor by ID"""
+    investor = (
+        db.query(InvestorTable)
+        .options(
+            selectinload(InvestorTable.portfolio_companies),
+            selectinload(InvestorTable.team_members),
+            selectinload(InvestorTable.sectors),
+        )
+        .filter(InvestorTable.id == investor_id)
+        .first()
+    )
+
+    if not investor:
+        raise HTTPException(status_code=404, detail="Investor not found")
+
+    # Transform to InvestorData format
+    return InvestorData(
+        investor=investor,
+        portfolio_companies=investor.portfolio_companies,
+        team_members=investor.team_members,
+        sectors=investor.sectors,
+    )
+
+
+@router.post("/investors", response_model=InvestorData)
+def create_investor(investor: InvestorCreate, db: Session = Depends(get_db)):
+    """Create a new investor"""
+    db_investor = InvestorTable(**investor.dict())
+    db.add(db_investor)
+    db.commit()
+    db.refresh(db_investor)
+
+    # Reload with relationships
+    investor_with_relations = (
+        db.query(InvestorTable)
+        .options(
+            selectinload(InvestorTable.portfolio_companies),
+            selectinload(InvestorTable.team_members),
+            selectinload(InvestorTable.sectors),
+        )
+        .filter(InvestorTable.id == db_investor.id)
+        .first()
+    )
+
+    # Transform to InvestorData format
+    return InvestorData(
+        investor=investor_with_relations,
+        portfolio_companies=investor_with_relations.portfolio_companies,
+        team_members=investor_with_relations.team_members,
+        sectors=investor_with_relations.sectors,
+    )
+
+
+@router.put("/investors/{investor_id}", response_model=InvestorData)
+def update_investor(
+    investor_id: int, investor: InvestorUpdate, db: Session = Depends(get_db)
+):
+    """Update an existing investor"""
+    db_investor = (
+        db.query(InvestorTable).filter(InvestorTable.id == investor_id).first()
+    )
+    if not db_investor:
+        raise HTTPException(status_code=404, detail="Investor not found")
+
+    update_data = investor.dict(exclude_unset=True)
+    for field, value in update_data.items():
+        setattr(db_investor, field, value)
+
+    db.commit()
+    db.refresh(db_investor)
+
+    # Reload with relationships
+    investor_with_relations = (
+        db.query(InvestorTable)
+        .options(
+            selectinload(InvestorTable.portfolio_companies),
+            selectinload(InvestorTable.team_members),
+            selectinload(InvestorTable.sectors),
+        )
+        .filter(InvestorTable.id == investor_id)
+        .first()
+    )
+
+    # Transform to InvestorData format
+    return InvestorData(
+        investor=investor_with_relations,
+        portfolio_companies=investor_with_relations.portfolio_companies,
+        team_members=investor_with_relations.team_members,
+        sectors=investor_with_relations.sectors,
+    )
+
+
+@router.delete("/investors/{investor_id}")
+def delete_investor(investor_id: int, db: Session = Depends(get_db)):
+    """Delete an investor"""
+    db_investor = (
+        db.query(InvestorTable).filter(InvestorTable.id == investor_id).first()
+    )
+    if not db_investor:
+        raise HTTPException(status_code=404, detail="Investor not found")
+
+    db.delete(db_investor)
+    db.commit()
+    return {"message": "Investor deleted successfully"}

app/command.py

@@ -0,0 +1,46 @@
+from sqlalchemy.orm import Session
+from db.models import InvestorTable
+from db.db import get_db
+
+def update_stage_focus_values():
+    """Update existing stage_focus values from lowercase to uppercase"""
+    db = next(get_db())
+    
+    try:
+        # Mapping of old lowercase values to new uppercase values
+        stage_mappings = {
+            'seed': 'SEED',
+            'series_a': 'SERIES_A', 
+            'series_b': 'SERIES_B',
+            'series_c': 'SERIES_C',
+            'growth': 'GROWTH',
+            'late_stage': 'LATE_STAGE'
+        }
+        
+        updated_count = 0
+        
+        for old_value, new_value in stage_mappings.items():
+            # Update records with the old value
+            result = db.query(InvestorTable).filter(
+                InvestorTable.stage_focus == old_value
+            ).update(
+                {InvestorTable.stage_focus: new_value},
+                synchronize_session=False
+            )
+            
+            updated_count += result
+            print(f"Updated {result} records from '{old_value}' to '{new_value}'")
+        
+        db.commit()
+        print(f"Successfully updated {updated_count} total records")
+        
+    except Exception as e:
+        db.rollback()
+        print(f"Error updating stage_focus values: {e}")
+        raise
+    finally:
+        db.close()
+
+# Run the update
+if __name__ == "__main__":
+    update_stage_focus_values()

app/db/models.py

@@ -9,12 +9,12 @@ from db.db import Base
 
 
 class InvestmentStage(enum.Enum):
-    SEED = "seed"
-    SERIES_A = "series_a"
-    SERIES_B = "series_b"
-    SERIES_C = "series_c"
-    GROWTH = "growth"
-    LATE_STAGE = "late_stage"
+    SEED = "SEED"
+    SERIES_A = "SERIES_A"
+    SERIES_B = "SERIES_B"
+    SERIES_C = "SERIES_C"
+    GROWTH = "GROWTH"
+    LATE_STAGE = "LATE_STAGE"
 
 
 # Association table for many-to-many relationship between investors and companies

app/py_schemas.py

@@ -1,16 +1,17 @@
-from pydantic import BaseModel
 from datetime import datetime
-from typing import List, Optional
 from enum import Enum
+from typing import List, Optional
+
+from pydantic import BaseModel
 
 
 class InvestmentStage(str, Enum):
-    SEED = "seed"
-    SERIES_A = "series_a"
-    SERIES_B = "series_b"
-    SERIES_C = "series_c"
-    GROWTH = "growth"
-    LATE_STAGE = "late_stage"
+    SEED = "SEED"
+    SERIES_A = "SERIES_A"
+    SERIES_B = "SERIES_B"
+    SERIES_C = "SERIES_C"
+    GROWTH = "GROWTH"
+    LATE_STAGE = "LATE_STAGE"
 
 
 class SectorSchema(BaseModel):
@@ -64,6 +65,7 @@ class InvestorSchema(BaseModel):
 
 class InvestorData(BaseModel):
     """Comprehensive investor data schema for LLM processing"""
+
     investor: InvestorSchema
     portfolio_companies: List[CompanySchema] = []
     team_members: List[InvestorTeamMemberSchema] = []
@@ -71,7 +73,7 @@ class InvestorData(BaseModel):
 
     class Config:
         from_attributes = True
-        
+
 
 class InvestorList(BaseModel):
-    investors: List[InvestorData]
+    investors: List[InvestorData]