feat: Implement database ingestion for investors and companies
- Added main ingestion logic in main.py to process CSV files for investors and companies. - Implemented data cleaning functions for names, strings, integers, and websites. - Established relationships between investors, companies, and sectors using SQLAlchemy ORM. - Created models for investors, companies, sectors, and their relationships in models.py. - Set up logging for error tracking during data processing. - Initialized database and created necessary tables.
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bolade
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import logging
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import re
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import unicodedata
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import pandas as pd
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from models import CompanyTable, InvestorTable, SectorTable, engine, init_database
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from sqlalchemy.orm import sessionmaker
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# Set up logging
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logging.basicConfig(level=logging.INFO)
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logger = logging.getLogger(__name__)
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# Import the schema
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init_database()
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# ===================== Ingesting Original Data =====================#
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def parse_investor_names(investor_names_str):
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"""Parse comma-separated investor names and return a list"""
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if pd.isna(investor_names_str) or investor_names_str == "":
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return []
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# Split by comma and clean whitespace
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# investors = [name.strip() for name in str(investor_names_str).split(",")]
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investors = [
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clean_name(name.strip()) for name in str(investor_names_str).split(",")
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]
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return [investor for investor in investors if investor]
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def parse_industries(industries_str):
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"""Parse comma-separated industries and return a list"""
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if pd.isna(industries_str) or industries_str == "":
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return []
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# Split by comma and clean whitespace
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industries = [industry.strip() for industry in str(industries_str).split(",")]
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return [industry for industry in industries if industry]
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def clean_special_characters(text):
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"""Clean special characters from text, converting to ASCII equivalents"""
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if not text:
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return text
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# First remove ellipses and other problematic patterns
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text = str(text).replace("...", "").replace("..", "")
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# Normalize unicode characters to their closest ASCII equivalents
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normalized = unicodedata.normalize("NFKD", text)
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# Remove accents and convert to ASCII
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ascii_text = normalized.encode("ascii", "ignore").decode("ascii")
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# Remove any remaining non-alphanumeric characters except spaces, hyphens, and periods
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cleaned = re.sub(r"[^a-zA-Z0-9\s\-\.]", "", ascii_text)
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# Clean up multiple spaces
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cleaned = re.sub(r"\s+", " ", cleaned).strip()
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return cleaned
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def clean_string(value):
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"""Clean string values, converting empty/null/nan/0 to None and removing special characters"""
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if (
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pd.isna(value)
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or value == ""
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or str(value).lower() in ["nan", "null", "none", "0", "0.0"]
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):
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return None
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# First clean special characters
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cleaned = clean_special_characters(str(value).strip())
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# Check if result is just "0" after cleaning
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if cleaned in ["0", "0.0", "null", "nan", "none"]:
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return None
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return cleaned if cleaned else None
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def clean_name(value):
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"""Clean names (companies, investors) with special character handling"""
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if (
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pd.isna(value)
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or value == ""
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or str(value).lower() in ["nan", "null", "none", "0", "0.0"]
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):
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return None
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# Clean special characters but be more permissive for names
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text = str(value).strip()
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# First remove ellipses and other problematic patterns
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# text = text.replace("...", "").replace("..", "")
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# Normalize unicode characters
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normalized = unicodedata.normalize("NFKD", text)
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# Convert to ASCII but keep more characters for business names
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ascii_text = normalized.encode("ascii", "ignore").decode("ascii")
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# Allow alphanumeric, spaces, hyphens, periods, parentheses, and ampersands
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cleaned = re.sub(r"[^a-zA-Z0-9\s\-\.\(\)&]", "", ascii_text)
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# Clean up multiple spaces
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cleaned = re.sub(r"\s+", " ", cleaned).strip()
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# Remove any trailing or leading periods
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cleaned = cleaned.strip(".")
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cleaned = cleaned.replace("..", "").replace("...", "")
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# Check if result is just "0" after cleaning
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if cleaned in ["0", "0.0", "null", "nan", "none"]:
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return None
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return cleaned if cleaned else None
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def clean_integer(value):
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"""Clean integer values, converting empty/null/nan/0 to None"""
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if pd.isna(value) or str(value).lower() in ["nan", "null", "none", "", "0", "0.0"]:
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return None
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try:
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cleaned_val = int(float(value))
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return cleaned_val if cleaned_val > 0 else None
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except (ValueError, TypeError):
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return None
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def parse_website(website_str: str):
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try:
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_, end = website_str.split(":")
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if end == "0":
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return None
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return "https:" + end
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except Exception:
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return None
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def ingest_data():
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# Create database engine and session
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Session = sessionmaker(bind=engine)
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session = Session()
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# Load CSV files
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print("Loading CSV files...")
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companies_df = pd.read_csv("companies.csv")
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investors_df = pd.read_csv("investors.csv")
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print(f"📊 Companies CSV: {len(companies_df)} rows")
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print(f"📊 Investors CSV: {len(investors_df)} rows")
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# Step 1: Ingest Investors
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print("\n🔄 Step 1: Ingesting Investors...")
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investors_processed = 0
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for index, row in investors_df.iterrows():
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try:
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investor_name = clean_name(row.get("Filtered investor names", ""))
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if investor_name:
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# Check if investor already exists
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existing_investor = (
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session.query(InvestorTable).filter_by(name=investor_name).first()
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)
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if not existing_investor:
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investor = InvestorTable(
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name=investor_name,
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description=clean_string(row.get("Business model", "")),
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headquarters=clean_string(row.get("HQ", "")),
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website=parse_website(str(row.get("Website", "")).strip()),
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number_of_investments=clean_integer(
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row.get("Number of investments")
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),
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)
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session.add(investor)
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investors_processed += 1
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if investors_processed % 1000 == 0:
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session.commit()
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print(f" Committed {investors_processed} investors")
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except Exception as e:
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logger.error(f"Error processing investor {index}: {e}")
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continue
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session.commit()
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print(f"✅ Investors completed: {investors_processed} processed")
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# Step 2: Ingest Companies and Rounds
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print("\n🔄 Step 2: Ingesting Companies and Sectors...")
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companies_processed = 0
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sectors_created = set()
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for index, row in companies_df.iterrows():
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try:
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# Process company
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company_name = clean_name(row.get("Organization Name", ""))
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if not company_name:
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continue
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# Check if company already exists
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existing_company = (
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session.query(CompanyTable).filter_by(name=company_name).first()
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)
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if existing_company:
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company = existing_company
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else:
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# Create company
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company = CompanyTable(
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name=company_name,
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description=clean_string(row.get("Organization Description", "")),
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location=clean_string(row.get("Organization Location", "")),
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industry=clean_string(row.get("Organization Industries", "")),
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website=clean_string(row.get("Organization Website", "")),
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)
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session.add(company)
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session.flush() # Get the company ID
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companies_processed += 1
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# Process investor relationships
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investor_names_str = row.get("Investor Names", "")
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if pd.notna(investor_names_str) and investor_names_str:
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investor_names = parse_investor_names(investor_names_str)
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for investor_name in investor_names:
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# Find investor in database
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investor = (
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session.query(InvestorTable)
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.filter_by(name=investor_name.strip())
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.first()
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)
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if investor:
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# Add investor-company relationship
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if company not in investor.portfolio_companies:
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investor.portfolio_companies.append(company)
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else:
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print("This company has an investor not in DB:", investor_name)
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# Process sectors/industries
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industries_str = row.get("Organization Industries", "")
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if pd.notna(industries_str) and industries_str:
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industries = parse_industries(industries_str)
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for industry_name in industries:
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industry_name = industry_name.strip()
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if industry_name:
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# Check if sector exists
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sector = (
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session.query(SectorTable)
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.filter_by(name=industry_name)
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.first()
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)
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if not sector:
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sector = SectorTable(name=industry_name)
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session.add(sector)
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session.flush()
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sectors_created.add(industry_name)
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# Add company-sector relationship
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if sector not in company.sectors:
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company.sectors.append(sector)
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# Commit every 100 companies
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if companies_processed % 100 == 0 and companies_processed > 0:
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session.commit()
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print(f" Processed {companies_processed} companies...")
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except Exception as e:
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logger.error(f"Error processing company {index}: {e}")
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session.rollback()
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continue
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# Step 3: Link investors to sectors based on portfolio companies
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print("\n🔄 Step 3: Linking Investors to Sectors...")
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investors_linked_to_sectors = 0
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all_investors = session.query(InvestorTable).all()
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for investor in all_investors:
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sectors = set()
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for company in investor.portfolio_companies:
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for sector in company.sectors:
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sectors.add(sector)
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# Add sectors to investor if not already present
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for sector in sectors:
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if sector not in investor.sectors:
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investor.sectors.append(sector)
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if sectors:
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investors_linked_to_sectors += 1
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session.commit()
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print(f"✅ Linked {investors_linked_to_sectors} investors to sectors")
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# Final commit
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session.commit()
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# Final counts
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final_investors = session.query(InvestorTable).count()
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final_companies = session.query(CompanyTable).count()
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final_sectors = session.query(SectorTable).count()
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print("\n🎉 Ingestion Complete!")
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print(f" Investors: {final_investors}")
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print(f" Companies: {final_companies}")
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print(f" Sectors: {final_sectors}")
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session.close()
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if __name__ == "__main__":
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ingest_data()
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# print(clean_name("A... Energi"))
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# print(clean_name("B.. Tech"))
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# print(clean_name("A... Energi"))
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@@ -0,0 +1,381 @@
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import enum
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from typing import Annotated
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from fastapi import Depends
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from sqlalchemy import (
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Column,
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DateTime,
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ForeignKey,
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Integer,
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String,
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Table,
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Text,
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create_engine,
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func,
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)
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from sqlalchemy.ext.declarative import declarative_base
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from sqlalchemy.orm import Session, declarative_mixin, relationship, sessionmaker
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from sqlalchemy.types import JSON, Enum
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Base = declarative_base()
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# Database configuration
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# DATABASE_URL = os.getenv("DATABASE_URL", "sqlite:///./investors.db")
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# Create engine
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engine = create_engine("sqlite:///./investors.db", echo=False)
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# Create session factory
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SessionLocal = sessionmaker(autocommit=False, autoflush=False, bind=engine)
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def get_db():
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db = SessionLocal()
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try:
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yield db
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finally:
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db.close()
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db_dependency = Annotated[Session, Depends(get_db)]
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def init_database():
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"""Initialize the database by creating all tables"""
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Base.metadata.create_all(bind=engine)
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def get_session_sync() -> Session:
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"""Get a database session for synchronous operations"""
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return SessionLocal()
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def get_db_session():
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"""Get a database session for direct use."""
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return SessionLocal()
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@declarative_mixin
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class TimestampMixin:
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created_at = Column(
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DateTime(timezone=True), server_default=func.now(), nullable=False
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)
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updated_at = Column(DateTime(timezone=True), onupdate=func.now())
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class InvestmentStage(enum.Enum):
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SEED = "SEED"
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SERIES_A = "SERIES_A"
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SERIES_B = "SERIES_B"
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SERIES_C = "SERIES_C"
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GROWTH = "GROWTH"
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LATE_STAGE = "LATE_STAGE"
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# Association table for many-to-many relationship between investors and companies
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investor_company_association = Table(
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"investor_companies",
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Base.metadata,
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Column("investor_id", Integer, ForeignKey("investors.id")),
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Column("company_id", Integer, ForeignKey("companies.id")),
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)
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# Association table for investor-sector many-to-many
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investor_sector_association = Table(
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"investor_sectors",
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Base.metadata,
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Column("investor_id", Integer, ForeignKey("investors.id")),
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Column("sector_id", Integer, ForeignKey("sectors.id")),
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)
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company_sector_association = Table(
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"company_sector",
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Base.metadata,
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Column("company_id", Integer, ForeignKey("companies.id")),
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Column("sector_id", Integer, ForeignKey("sectors.id")),
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)
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project_sector_association = Table(
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"project_sector",
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Base.metadata,
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Column("project_id", Integer, ForeignKey("projects.id")),
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Column("sector_id", Integer, ForeignKey("sectors.id")),
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)
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project_investor_association = Table(
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"project_investors",
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Base.metadata,
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Column("project_id", Integer, ForeignKey("projects.id")),
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Column("investor_id", Integer, ForeignKey("investors.id")),
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)
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project_company_association = Table(
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"project_companies",
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Base.metadata,
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Column("project_id", Integer, ForeignKey("projects.id")),
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Column("company_id", Integer, ForeignKey("companies.id")),
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)
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# Association table for investor-stage many-to-many
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investor_stage_association = Table(
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"investor_stages",
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Base.metadata,
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Column("investor_id", Integer, ForeignKey("investors.id")),
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Column("stage_id", Integer, ForeignKey("investment_stages.id")),
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)
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# Association table for fund-stage many-to-many
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fund_investment_stages_association = Table(
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"fund_investment_stages",
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Base.metadata,
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Column("fund_id", Integer, ForeignKey("funds.id")),
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Column("stage_id", Integer, ForeignKey("investment_stages.id")),
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)
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# Association table for fund-sector many-to-many
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fund_sectors_association = Table(
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"fund_sectors",
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Base.metadata,
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Column("fund_id", Integer, ForeignKey("funds.id")),
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Column("sector_id", Integer, ForeignKey("sectors.id")),
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)
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class InvestorTable(Base, TimestampMixin):
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__tablename__ = "investors"
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id = Column(Integer, primary_key=True, index=True)
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name = Column(String, nullable=False)
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description = Column(Text, nullable=True)
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# Basic investor info
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website = Column(String, nullable=True)
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headquarters = Column(String, nullable=True)
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# AUM fields
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aum = Column(Integer, nullable=True) # Store as integer for numerical filtering
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aum_as_of_date = Column(String, nullable=True)
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aum_source_url = Column(String, nullable=True)
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# Check size (deprecated in favor of fund-level data, but keeping for backward compatibility)
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check_size_lower = Column(Integer, nullable=True)
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check_size_upper = Column(Integer, nullable=True)
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# Geographic focus (deprecated in favor of fund-level, but keeping for backward compatibility)
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geographic_focus = Column(String, nullable=True)
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# Investment thesis and portfolio
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investment_thesis = Column(JSON, nullable=True) # Array of thesis statements
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portfolio_highlights = Column(
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JSON, nullable=True
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) # Array of portfolio company names
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linked_documents = Column(JSON, nullable=True) # Array of document URLs
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# Research metadata
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researcher_notes = Column(Text, nullable=True)
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missing_important_fields = Column(
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JSON, nullable=True
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) # Array of missing field names
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sources = Column(JSON, nullable=True) # JSON object with source URLs
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# Portfolio info
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number_of_investments = Column(Integer, nullable=True)
|
||||
|
||||
# Relationships
|
||||
team_members = relationship(
|
||||
"InvestorMember", back_populates="investor", cascade="all, delete-orphan"
|
||||
)
|
||||
funds = relationship(
|
||||
"FundTable", back_populates="investor", cascade="all, delete-orphan"
|
||||
)
|
||||
|
||||
# Many-to-many relationship with investment stages
|
||||
investment_stages = relationship(
|
||||
"InvestmentStageTable",
|
||||
secondary=investor_stage_association,
|
||||
back_populates="investors",
|
||||
)
|
||||
|
||||
# Relationship to portfolio companies
|
||||
portfolio_companies = relationship(
|
||||
"CompanyTable",
|
||||
secondary=investor_company_association,
|
||||
back_populates="investors",
|
||||
)
|
||||
|
||||
sectors = relationship(
|
||||
"SectorTable",
|
||||
secondary=investor_sector_association,
|
||||
back_populates="investors",
|
||||
)
|
||||
|
||||
projects = relationship(
|
||||
"ProjectTable",
|
||||
secondary=project_investor_association,
|
||||
back_populates="investors",
|
||||
)
|
||||
|
||||
|
||||
class InvestorMember(Base, TimestampMixin):
|
||||
__tablename__ = "investor_members"
|
||||
id = Column(Integer, primary_key=True, index=True)
|
||||
name = Column(String, nullable=False)
|
||||
role = Column(String, nullable=True)
|
||||
title = Column(String, nullable=True) # Alternative to role
|
||||
email = Column(String, nullable=True)
|
||||
source_url = Column(String, nullable=True) # URL where member info was found
|
||||
|
||||
investor_id = Column(Integer, ForeignKey("investors.id"))
|
||||
investor = relationship("InvestorTable", back_populates="team_members")
|
||||
|
||||
|
||||
class FundTable(Base, TimestampMixin):
|
||||
__tablename__ = "funds"
|
||||
|
||||
id = Column(Integer, primary_key=True, index=True)
|
||||
investor_id = Column(Integer, ForeignKey("investors.id"), nullable=False)
|
||||
|
||||
# Fund details
|
||||
fund_name = Column(String, nullable=True)
|
||||
fund_size = Column(
|
||||
Integer, nullable=True
|
||||
) # Store as integer for numerical filtering
|
||||
fund_size_source_url = Column(String, nullable=True)
|
||||
|
||||
# Check size range (parsed from estimated_investment_size by LLM)
|
||||
check_size_lower = Column(Integer, nullable=True)
|
||||
check_size_upper = Column(Integer, nullable=True)
|
||||
|
||||
source_url = Column(String, nullable=True)
|
||||
source_provider = Column(String, nullable=True) # e.g., "Perplexity"
|
||||
|
||||
# Geographic focus as simple string
|
||||
geographic_focus = Column(String, nullable=True)
|
||||
|
||||
# Relationships
|
||||
investor = relationship("InvestorTable", back_populates="funds")
|
||||
investment_stages = relationship(
|
||||
"InvestmentStageTable",
|
||||
secondary=fund_investment_stages_association,
|
||||
back_populates="funds",
|
||||
)
|
||||
sectors = relationship(
|
||||
"SectorTable",
|
||||
secondary=fund_sectors_association,
|
||||
back_populates="funds",
|
||||
)
|
||||
|
||||
|
||||
class InvestmentStageTable(Base, TimestampMixin):
|
||||
__tablename__ = "investment_stages"
|
||||
|
||||
id = Column(Integer, primary_key=True, index=True)
|
||||
name = Column(String, nullable=False, unique=True)
|
||||
|
||||
# Relationships
|
||||
investors = relationship(
|
||||
"InvestorTable",
|
||||
secondary=investor_stage_association,
|
||||
back_populates="investment_stages",
|
||||
)
|
||||
funds = relationship(
|
||||
"FundTable",
|
||||
secondary=fund_investment_stages_association,
|
||||
back_populates="investment_stages",
|
||||
)
|
||||
|
||||
|
||||
class CompanyTable(Base, TimestampMixin):
|
||||
__tablename__ = "companies"
|
||||
|
||||
id = Column(Integer, primary_key=True, index=True)
|
||||
name = Column(String, nullable=False)
|
||||
industry = Column(String, nullable=True)
|
||||
location = Column(String, nullable=True)
|
||||
description = Column(String, nullable=True)
|
||||
founded_year = Column(Integer, nullable=True)
|
||||
website = Column(String, nullable=True)
|
||||
|
||||
members = relationship(
|
||||
"CompanyMember", back_populates="company", cascade="all, delete-orphan"
|
||||
)
|
||||
# Relationship back to investors
|
||||
investors = relationship(
|
||||
"InvestorTable",
|
||||
secondary=investor_company_association,
|
||||
back_populates="portfolio_companies",
|
||||
)
|
||||
|
||||
sectors = relationship(
|
||||
"SectorTable", secondary=company_sector_association, back_populates="companies"
|
||||
)
|
||||
|
||||
projects = relationship(
|
||||
"ProjectTable",
|
||||
secondary=project_company_association,
|
||||
back_populates="companies",
|
||||
)
|
||||
|
||||
|
||||
class CompanyMember(Base, TimestampMixin):
|
||||
__tablename__ = "company_members"
|
||||
id = Column(Integer, primary_key=True)
|
||||
name = Column(String)
|
||||
linkedin = Column(String, nullable=True)
|
||||
role = Column(String, nullable=True)
|
||||
company_id = Column(Integer, ForeignKey("companies.id"), nullable=False)
|
||||
|
||||
company = relationship("CompanyTable", back_populates="members")
|
||||
|
||||
|
||||
class SectorTable(Base, TimestampMixin):
|
||||
__tablename__ = "sectors"
|
||||
|
||||
id = Column(Integer, primary_key=True, index=True)
|
||||
name = Column(String, nullable=False)
|
||||
|
||||
# Relationships
|
||||
investors = relationship(
|
||||
"InvestorTable",
|
||||
secondary=investor_sector_association,
|
||||
back_populates="sectors",
|
||||
)
|
||||
companies = relationship(
|
||||
"CompanyTable", secondary=company_sector_association, back_populates="sectors"
|
||||
)
|
||||
projects = relationship(
|
||||
"ProjectTable", secondary=project_sector_association, back_populates="sector"
|
||||
)
|
||||
funds = relationship(
|
||||
"FundTable",
|
||||
secondary=fund_sectors_association,
|
||||
back_populates="sectors",
|
||||
)
|
||||
|
||||
|
||||
class ProjectTable(Base, TimestampMixin):
|
||||
__tablename__ = "projects"
|
||||
|
||||
id = Column(Integer, primary_key=True, index=True)
|
||||
name = Column(String, nullable=False)
|
||||
valuation = Column(Integer, nullable=True)
|
||||
|
||||
stage = Column(Enum(InvestmentStage), nullable=True)
|
||||
location = Column(String, nullable=True)
|
||||
description = Column(Text, nullable=True)
|
||||
start_date = Column(DateTime, nullable=True)
|
||||
end_date = Column(DateTime, nullable=True)
|
||||
|
||||
sector = relationship(
|
||||
"SectorTable", secondary=project_sector_association, back_populates="projects"
|
||||
)
|
||||
investors = relationship(
|
||||
"InvestorTable",
|
||||
secondary=project_investor_association,
|
||||
back_populates="projects",
|
||||
)
|
||||
companies = relationship(
|
||||
"CompanyTable", secondary=project_company_association, back_populates="projects"
|
||||
)
|
||||
Reference in New Issue
Block a user