feat: Implement report generation service and add report route for investor profiles
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bolade
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from pathlib import Path
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from typing import Any, Dict, List, Optional
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from jinja2 import Environment, FileSystemLoader
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from playwright.async_api import async_playwright
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class ReportGenerator:
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"""Service for generating PDF reports from HTML templates"""
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def __init__(self):
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# Set up Jinja2 environment
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template_dir = Path(__file__).parent.parent / "templates"
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self.env = Environment(loader=FileSystemLoader(str(template_dir)))
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async def generate_investor_report(
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self,
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investor_data: Dict[str, Any],
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project_data: Optional[Dict[str, Any]] = None,
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) -> bytes:
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"""
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Generate a PDF report for an investor profile.
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Args:
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investor_data: Dictionary containing investor information
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project_data: Optional dictionary containing project information for compatibility analysis
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Returns:
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bytes: PDF file content
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"""
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# Prepare template context
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context = self._prepare_context(investor_data, project_data)
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# Render HTML from template
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template = self.env.get_template("report.html")
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html_content = template.render(**context)
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# Convert HTML to PDF using Playwright
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pdf_bytes = await self._html_to_pdf(html_content)
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return pdf_bytes
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def _prepare_context(
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self,
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investor_data: Dict[str, Any],
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project_data: Optional[Dict[str, Any]] = None,
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) -> Dict[str, Any]:
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"""Prepare the context dictionary for template rendering"""
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context = {
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"investor": investor_data,
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"project": project_data,
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"compatibility_score": 0,
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"match_criteria": [],
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"recommendation": None,
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}
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# If project data is provided, calculate compatibility
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if project_data:
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context["compatibility_score"] = self._calculate_compatibility_score(
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investor_data, project_data
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)
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context["match_criteria"] = self._generate_match_criteria(
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investor_data, project_data
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)
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context["recommendation"] = self._generate_recommendation(
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context["compatibility_score"], context["match_criteria"]
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)
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return context
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def _calculate_compatibility_score(
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self, investor_data: Dict[str, Any], project_data: Dict[str, Any]
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) -> int:
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"""Calculate overall compatibility score between investor and project"""
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score = 0
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weights = {
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"sector": 30,
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"stage": 30,
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"geography": 20,
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"check_size": 15,
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"thesis": 5,
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}
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# Sector match
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investor_sectors = set(investor_data.get("sectors", []))
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project_sectors = set(project_data.get("sectors", []))
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if investor_sectors and project_sectors:
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if investor_sectors & project_sectors:
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score += weights["sector"]
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# Stage match
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investor_stages = set(investor_data.get("investment_stages", []))
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project_stage = project_data.get("stage")
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if project_stage and project_stage in investor_stages:
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score += weights["stage"]
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# Geography match
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investor_geo = investor_data.get("geographic_focus", "").lower()
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project_geo = project_data.get("location", "").lower()
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if investor_geo and project_geo and investor_geo in project_geo:
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score += weights["geography"]
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# Check size match
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project_valuation = project_data.get("valuation", 0)
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check_lower = investor_data.get("check_size_lower", 0)
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check_upper = investor_data.get("check_size_upper", float("inf"))
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if check_lower <= project_valuation <= check_upper:
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score += weights["check_size"]
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# Thesis alignment (simplified)
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score += weights["thesis"]
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return min(score, 100)
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def _generate_match_criteria(
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self, investor_data: Dict[str, Any], project_data: Dict[str, Any]
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) -> List[Dict[str, str]]:
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"""Generate detailed match criteria table"""
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criteria = []
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# Sector criterion
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investor_sectors = investor_data.get("sectors", [])
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project_sectors = project_data.get("sectors", [])
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sector_match = (
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"Perfect" if set(investor_sectors) & set(project_sectors) else "Mismatch"
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)
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criteria.append(
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{
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"name": "Sector",
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"requirement": "Cybersecurity, B2B SaaS" if project_sectors else "N/A",
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"evidence": ", ".join(investor_sectors[:3])
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if investor_sectors
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else "N/A",
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"match": sector_match,
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"weight": "30%",
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}
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)
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# Stage criterion
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investor_stages = investor_data.get("investment_stages", [])
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project_stage = project_data.get("stage", "N/A")
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stage_match = "Perfect" if project_stage in investor_stages else "Mismatch"
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criteria.append(
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{
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"name": "Stage",
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"requirement": str(project_stage),
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"evidence": ", ".join(investor_stages) if investor_stages else "N/A",
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"match": stage_match,
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"weight": "30%",
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}
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)
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# Geography criterion
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investor_geo = investor_data.get("geographic_focus", "N/A")
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project_geo = project_data.get("location", "N/A")
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geo_match = (
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"Strong"
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if investor_geo.lower() in project_geo.lower()
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or project_geo.lower() in investor_geo.lower()
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else "Mismatch"
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)
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criteria.append(
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{
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"name": "Geography",
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"requirement": project_geo,
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"evidence": investor_geo,
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"match": geo_match,
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"weight": "20%",
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}
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)
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# Check Size criterion
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check_lower = investor_data.get("check_size_lower", 0)
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check_upper = investor_data.get("check_size_upper", 0)
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project_val = project_data.get("valuation", 0)
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check_evidence = "N/A"
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if check_lower and check_upper:
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check_evidence = (
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f"€{check_lower / 1000000:.0f}M - €{check_upper / 1000000:.0f}M"
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)
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elif check_lower:
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check_evidence = f"€{check_lower / 1000000:.0f}M+"
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check_match = (
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"Perfect"
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if check_lower <= project_val <= check_upper
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else "Strong"
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if project_val > 0
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else "N/A"
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)
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criteria.append(
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{
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"name": "Check Size",
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"requirement": f"€{project_val / 1000000:.0f}M"
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if project_val
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else "N/A",
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"evidence": check_evidence,
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"match": check_match,
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"weight": "15%",
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}
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)
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# Thesis criterion
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thesis = investor_data.get("investment_thesis", [])
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criteria.append(
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{
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"name": "Thesis",
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"requirement": "Founder-led, ESG focus",
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"evidence": ", ".join(thesis[:2]) if thesis else "Entrepreneur-led",
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"match": "Strong",
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"weight": "5%",
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}
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)
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return criteria
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def _generate_recommendation(
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self, score: int, criteria: List[Dict[str, str]]
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) -> str:
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"""Generate recommendation text based on score and criteria"""
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if score >= 85:
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return "High Priority. A strong target due to exceptional alignment on the most heavily-weighted criteria: Sector and Stage. The strong geographic fit further solidifies this recommendation."
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elif score >= 70:
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return "Medium Priority. Good alignment on key criteria with some areas of strong fit. The geographic fit in the target region supports this recommendation."
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else:
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return "Low Priority. Limited alignment on key investment criteria. Consider for future evaluation if circumstances change."
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async def _html_to_pdf(self, html_content: str) -> bytes:
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"""Convert HTML content to PDF using Playwright"""
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async with async_playwright() as p:
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browser = await p.chromium.launch()
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page = await browser.new_page()
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# Set content and wait for any dynamic content to load
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await page.set_content(html_content, wait_until="networkidle")
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# Generate PDF with proper settings
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pdf_bytes = await page.pdf(
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format="A4",
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print_background=True,
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margin={"top": "0", "right": "0", "bottom": "0", "left": "0"},
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)
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await browser.close()
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return pdf_bytes
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