Refactor code structure for improved readability and maintainability

2025-10-06 12:57:08 +01:00
parent a2b3ceedbe
commit c199f5423a
6 changed files with 332 additions and 10 deletions
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+# ✅ Base Database Ingestion Complete!
+
+**Date:** October 5, 2025  
+**Database:** `version_two.db`
+
+## 📊 Summary Statistics
+
+| Entity                             | Count  |
+| ---------------------------------- | ------ |
+| **Investors**                      | 9,315  |
+| **Companies**                      | 6,877  |
+| **Sectors**                        | 639    |
+| **Investor-Company Relationships** | 22,548 |
+| **Investor-Sector Relationships**  | 75,307 |
+
+## 🎯 Top Investors by Portfolio Size
+
+1. **Bpifrance** - 211 companies
+2. **European Innovation Council** - 183 companies
+3. **Business Growth Fund** - 84 companies
+4. **HTGF (High-Tech Gruenderfonds)** - 74 companies
+5. **EIT InnoEnergy** - 72 companies
+
+## 📁 Source Files
+
+-   **Companies CSV**: 13,027 rows
+-   **Investors CSV**: 11,045 rows
+-   **Investors Ingested**: 9,315 (some duplicates/invalid entries filtered out)
+
+## 🗃️ Database Structure
+
+### Tables Created:
+
+-   ✅ `investors` - Core investor data
+-   ✅ `companies` - Portfolio companies
+-   ✅ `sectors` - Industry sectors
+-   ✅ `funds` - (Empty, will be populated during enrichment)
+-   ✅ `investor_members` - (Empty, will be populated during enrichment)
+-   ✅ `company_members` - Company team members
+-   ✅ `investment_stages` - Investment stage definitions
+-   ✅ Association tables for relationships
+
+### Current Data:
+
+-   ✅ Investor names and basic info (website, investment count)
+-   ✅ Company details (name, location, industry, description)
+-   ✅ Sectors extracted from company industries
+-   ✅ Investor → Company relationships (who invested in what)
+-   ✅ Investor → Sector relationships (derived from portfolio)
+
+### Missing (To Be Added via Enrichment):
+
+-   ⏳ Investor headquarters
+-   ⏳ AUM (Assets Under Management) details
+-   ⏳ Investment thesis
+-   ⏳ Portfolio highlights
+-   ⏳ Fund details (multiple funds per investor)
+-   ⏳ Senior leadership/team members
+-   ⏳ Research notes and sources
+
+## 🔄 Next Steps
+
+### 1. Prepare Enriched Data CSV
+
+Your enriched CSV should have this structure:
+
+```csv
+investor_name,enriched_data
+"212","{\"websiteURL\": \"...\", \"funds\": [...], ...}"
+"301","{...}"
+```
+
+### 2. Run Enrichment Script
+
+```bash
+cd preprocessor
+python enrich_investors.py enriched_investors.csv investor_name enriched_data
+```
+
+This will:
+
+-   ✅ Add fund details (multiple funds per investor)
+-   ✅ Update AUM information
+-   ✅ Add investment thesis
+-   ✅ Add portfolio highlights
+-   ✅ Add senior leadership
+-   ✅ Add research notes and sources
+
+### 3. Verify Enriched Data
+
+```bash
+python3 << 'EOF'
+from models import InvestorTable, FundTable, get_db_session
+session = get_db_session()
+
+# Check enriched data
+investor = session.query(InvestorTable).filter_by(name="Anaxago").first()
+if investor:
+    print(f"Investor: {investor.name}")
+    print(f"HQ: {investor.headquarters}")
+    print(f"AUM: {investor.aum}")
+    print(f"Funds: {len(investor.funds)}")
+    for fund in investor.funds:
+        print(f"  - {fund.fund_name}")
+
+session.close()
+EOF
+```
+
+## 📝 Sample Queries
+
+### Get Investor with Portfolio
+
+```python
+from models import InvestorTable, get_db_session
+
+session = get_db_session()
+investor = session.query(InvestorTable).filter_by(name="Bpifrance").first()
+
+print(f"Investor: {investor.name}")
+print(f"Website: {investor.website}")
+print(f"Investments: {investor.number_of_investments}")
+print(f"Portfolio Companies: {len(investor.portfolio_companies)}")
+print(f"Sectors: {[s.name for s in investor.sectors[:5]]}")
+
+session.close()
+```
+
+### Get Companies by Sector
+
+```python
+from models import CompanyTable, SectorTable, get_db_session
+
+session = get_db_session()
+sector = session.query(SectorTable).filter_by(name="AgTech").first()
+
+print(f"Sector: {sector.name}")
+print(f"Companies: {len(sector.companies)}")
+for company in sector.companies[:5]:
+    print(f"  - {company.name}")
+
+session.close()
+```
+
+### Get Investor's Sector Distribution
+
+```python
+from models import InvestorTable, get_db_session
+
+session = get_db_session()
+investor = session.query(InvestorTable).filter_by(name="Bpifrance").first()
+
+sectors = {}
+for company in investor.portfolio_companies:
+    for sector in company.sectors:
+        sectors[sector.name] = sectors.get(sector.name, 0) + 1
+
+# Top sectors
+for sector, count in sorted(sectors.items(), key=lambda x: x[1], reverse=True)[:5]:
+    print(f"{sector}: {count} companies")
+
+session.close()
+```
+
+## ⚠️ Known Issues
+
+### Investors Not Found in DB
+
+Some companies reference investors that weren't in the investors CSV:
+
+-   The Venture Collective
+-   Sarah Leary
+-   Transpose
+-   ND Capital
+-   InvestSud
+-   Third Swedish National Pension Fund
+-   Union Tech Ventures
+-   Vasuki Tech Fund
+-   MSA Novo
+-   And others...
+
+These are likely individual angel investors or smaller funds not in the main investor list. They are recorded but not linked.
+
+## 🔒 Backup
+
+A backup of the database was created before ingestion:
+
+-   `version_two.db.backup_YYYYMMDD_HHMMSS`
+
+## 📧 Support
+
+For issues or questions:
+
+1. Check the logs for error messages
+2. Verify CSV file formats
+3. Ensure all required columns are present
+4. Check for duplicate entries
+
+---
+
+**Status:** ✅ Base database created successfully  
+**Ready for:** Enrichment phase with detailed investor data