feat: Implement report generation service and add report route for investor profiles
This commit is contained in:
bolade
@@ -0,0 +1,319 @@
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<!DOCTYPE html>
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<html lang="en">
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<head>
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<meta charset="UTF-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<title>Investor Profile Report</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<style>
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@page {
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margin: 0;
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size: A4;
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}
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body {
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margin: 0;
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padding: 0;
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font-family: -apple-system, BlinkMacSystemFont, "Segoe UI",
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Roboto, sans-serif;
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}
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.page {
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page-break-after: always;
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min-height: 100vh;
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background: white;
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}
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.page:last-child {
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page-break-after: auto;
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}
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.tag {
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display: inline-block;
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padding: 4px 12px;
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background: #f3f4f6;
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border-radius: 4px;
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font-size: 12px;
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margin: 4px;
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}
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</style>
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</head>
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<body class="bg-white">
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<!-- Page 1: Investor Profile -->
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<div class="page p-12">
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<div class="flex justify-between items-start mb-8">
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<div>
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<p class="text-sm text-gray-600 mb-2">Investor Profile</p>
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<h1 class="text-4xl font-bold text-gray-900">
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{{ investor.name }}
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</h1>
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</div>
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<button
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class="bg-gray-200 text-gray-700 px-4 py-2 rounded text-sm"
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>
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<a
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href="{{ investor.website }}"
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target="_blank"
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class="no-underline text-gray-700"
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>Visit Website →</a
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>
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</button>
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</div>
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<div class="grid grid-cols-2 gap-8">
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<!-- Left Column -->
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<div>
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<div class="mb-8">
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<h2
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class="text-sm font-bold text-gray-900 uppercase mb-4"
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>
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Investor Description
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</h2>
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<p class="text-sm text-gray-700 leading-relaxed">
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{{ investor.description or 'No description
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available.' }}
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</p>
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</div>
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<div class="mb-8">
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<h2
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class="text-sm font-bold text-gray-900 uppercase mb-4"
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>
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Portfolio Highlights
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</h2>
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<div class="flex flex-wrap gap-2">
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{% if investor.portfolio_highlights %} {% for
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company in investor.portfolio_highlights[:5] %}
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<span class="tag">{{ company }}</span>
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{% endfor %} {% else %}
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<p class="text-sm text-gray-500">
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No portfolio highlights available
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</p>
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{% endif %}
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</div>
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</div>
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<div class="mb-8">
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<h2
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class="text-sm font-bold text-gray-900 uppercase mb-4"
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>
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Senior Leadership
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</h2>
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{% if investor.team_members %} {% for member in
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investor.team_members[:2] %}
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<div class="mb-3">
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<p class="text-sm font-semibold text-gray-900">
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{{ member.name }}
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</p>
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<p class="text-sm text-gray-600">
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{{ member.role or member.title or 'Team Member'
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}}
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</p>
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{% if member.email %}
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<p class="text-xs text-blue-600">
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{{ member.email }}
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</p>
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{% endif %}
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</div>
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{% endfor %} {% else %}
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<p class="text-sm text-gray-500">
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No team information available
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</p>
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{% endif %}
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</div>
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</div>
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<!-- Right Column -->
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<div class="bg-gray-50 p-6 rounded-lg">
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<h2 class="text-sm font-bold text-gray-900 uppercase mb-4">
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Key Data
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</h2>
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<div class="mb-4">
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<p class="text-xs text-gray-600 mb-1">Headquarters:</p>
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<p class="text-sm font-semibold text-gray-900">
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{{ investor.headquarters or 'N/A' }}
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</p>
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</div>
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<div class="mb-4">
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<p class="text-xs text-gray-600 mb-1">Sectors:</p>
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<p class="text-sm font-semibold text-gray-900">
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{% if investor.sectors %} {{ investor.sectors |
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join(', ') }} {% else %} N/A {% endif %}
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</p>
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</div>
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<div class="mb-4">
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<p class="text-xs text-gray-600 mb-1">DACH Region:</p>
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<p class="text-sm font-semibold text-gray-900">
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{{ investor.geographic_focus or 'N/A' }}
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</p>
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</div>
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<div class="mb-4">
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<p class="text-xs text-gray-600 mb-1">
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AUM: (EUR million) (as of Fund IX)
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</p>
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<p class="text-sm font-semibold text-gray-900">
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{% if investor.aum %} €{{
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'{:,.0f}'.format(investor.aum / 1000000) }}M {% else
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%} N/A {% endif %}
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</p>
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</div>
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<div class="mb-4">
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<p class="text-xs text-gray-600 mb-1">
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Investment Stage:
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</p>
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<p class="text-sm font-semibold text-gray-900">
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{% if investor.investment_stages %} {{
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investor.investment_stages | join(', ') }} {% else
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%} N/A {% endif %}
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</p>
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</div>
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<div class="mb-4">
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<p class="text-xs text-gray-600 mb-1">
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Est. Investment Size:
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</p>
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<p class="text-sm font-semibold text-gray-900">
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{% if investor.check_size_lower and
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investor.check_size_upper %} €{{
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'{:,.0f}'.format(investor.check_size_lower /
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1000000) }}M - €{{
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'{:,.0f}'.format(investor.check_size_upper /
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1000000) }}M {% elif investor.check_size_lower %}
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€{{ '{:,.0f}'.format(investor.check_size_lower /
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1000000) }}M+ {% else %} N/A {% endif %}
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</p>
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</div>
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<div class="mb-4">
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<p class="text-xs text-gray-600 mb-1">
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Select Deals, Series A, Series B:
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</p>
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<p class="text-sm font-semibold text-gray-900">
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Growth
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</p>
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</div>
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<div class="mb-4">
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<p class="text-xs text-gray-600 mb-1">Focus Areas:</p>
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<p class="text-sm font-semibold text-gray-900">
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{% if investor.investment_thesis %} {{
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investor.investment_thesis[:3] | join(', ') }} {%
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else %} Disruptive Technologies, Entrepreneur-led,
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Sustainability {% endif %}
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</p>
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</div>
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</div>
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</div>
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<div class="absolute bottom-12 right-12 text-xs text-gray-400">
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Page 3
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</div>
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</div>
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<!-- Page 2: Mandate Match Analysis -->
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{% if project %}
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<div class="page p-12">
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<h1 class="text-3xl font-bold text-gray-900 mb-8">
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{{ investor.name }}: Mandate Match Analysis
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</h1>
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<!-- Overall Match Circle -->
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<div class="flex justify-center mb-12">
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<div class="text-center">
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<p class="text-sm font-bold text-gray-700 uppercase mb-4">
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Overall Mandate Match
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</p>
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<div
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class="w-48 h-48 rounded-full border-8 border-green-400 flex items-center justify-center bg-green-50 mx-auto"
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>
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<span class="text-5xl font-bold text-green-600"
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>{{ compatibility_score }}%</span
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>
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</div>
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</div>
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</div>
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<!-- Mandate Alignment Analysis Table -->
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<div class="mb-12">
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<h2 class="text-xl font-bold text-gray-900 mb-6">
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Mandate Alignment Analysis
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</h2>
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<table class="w-full border-collapse">
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<thead>
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<tr class="border-b-2 border-gray-300">
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<th
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class="text-left py-3 px-4 text-sm font-bold text-gray-700"
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>
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Criterion
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</th>
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<th
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class="text-left py-3 px-4 text-sm font-bold text-gray-700"
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>
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Mandate Requirement
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</th>
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<th
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class="text-left py-3 px-4 text-sm font-bold text-gray-700"
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>
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Investor Evidence (from Database)
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</th>
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<th
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class="text-left py-3 px-4 text-sm font-bold text-gray-700"
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>
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Match Score
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</th>
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<th
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class="text-left py-3 px-4 text-sm font-bold text-gray-700"
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>
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Weight
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</th>
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</tr>
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</thead>
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<tbody>
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{% for criterion in match_criteria %}
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<tr class="border-b border-gray-200">
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<td class="py-4 px-4 text-sm text-gray-900">
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{{ criterion.name }}
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</td>
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<td class="py-4 px-4 text-sm text-gray-700">
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{{ criterion.requirement }}
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</td>
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<td class="py-4 px-4 text-sm text-gray-700">
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{{ criterion.evidence }}
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</td>
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<td class="py-4 px-4 text-sm">
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<span
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class="{% if criterion.match == 'Perfect' %}text-green-600{% elif criterion.match == 'Strong' %}text-blue-600{% else %}text-yellow-600{% endif %} font-semibold"
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>
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{{ criterion.match }}
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</span>
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</td>
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<td class="py-4 px-4 text-sm text-gray-700">
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{{ criterion.weight }}
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</td>
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</tr>
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{% endfor %}
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</tbody>
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</table>
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</div>
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<!-- Final Recommendation -->
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<div class="bg-blue-50 border-l-4 border-blue-500 p-6 rounded">
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<h3 class="text-lg font-bold text-gray-900 mb-3">
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Final Recommendation & Rationale
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</h3>
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<p class="text-sm text-gray-700 leading-relaxed">
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{{ recommendation or "High Priority. A strong target due to
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exceptional alignment on the most heavily-weighted criteria:
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Sector and Stage. The strong geographic fit in the DACH
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region further solidifies this recommendation." }}
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</p>
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</div>
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<div class="absolute bottom-12 right-12 text-xs text-gray-400">
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Page 4
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</div>
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</div>
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{% endif %}
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</body>
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</html>
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