From c5f68d66567abaeefaa489c132e54f78c3101552 Mon Sep 17 00:00:00 2001
From: michael <Michael@mkd.com>
Date: Tue, 21 Oct 2025 08:37:42 +0000
Subject: [PATCH] feat: Update query processing guidelines for fund ID
 retrieval and clarify terminology

---
 app/services/querying.py |  19 +++++++++++++++----
 investors.db             | Bin 27054080 -> 27054080 bytes
 2 files changed, 15 insertions(+), 4 deletions(-)

diff --git a/app/services/querying.py b/app/services/querying.py
index de9bd97..252fce9 100644
--- a/app/services/querying.py
+++ b/app/services/querying.py
@@ -38,10 +38,21 @@ class QueryProcessor:
         # Update system message to specifically request only fund IDs
         system_message_updated = (
             prompt_template.format(dialect="SQLite", top_k=5)
-            + "\n\nIMPORTANT: You must ONLY return the fund IDs (id field from the funds table) that match the user's criteria. "
-            + "Do NOT return any other information, explanations, or data. "
-            + "Your response should be ONLY a comma-separated list of numbers representing the fund IDs. "
-            + "Example format: 1, 5, 12, 23"
+            + "\n\n=== IMPORTANT TERMINOLOGY ==="
+            + "\n- When users say 'investors' or 'find me investors', they mean FUNDS"
+            + "\n- Always query the 'funds' table for investment opportunities"
+            + "\n- The 'investors' table is for parent company information only"
+            + "\n- Relationship: investors (1) -> (many) funds"
+            + "\n\n=== YOUR TASK ==="
+            + "\nReturn ONLY fund IDs (funds.id) that match the user's criteria."
+            + "\nFormat: comma-separated numbers only (e.g., 1, 5, 12, 23)"
+            + "\nNo explanations, no other data."
+            + "\n\n=== QUERY GUIDELINES ==="
+            + "\n1. For geographic searches: use funds.geographic_focus"
+            + "\n2. For sector searches: JOIN with fund_sectors table"
+            + "\n3. For stage searches: JOIN with fund_investment_stages table"
+            + "\n4. If no results: respond with 'NO_RESULTS'"
+            + "\n5. Never repeat the same failed query"
         )
         self.agent = create_react_agent(
             model=self.llm,
diff --git a/investors.db b/investors.db
index 59ed697527cff793d423e3fa59d167e40eba2b28..c3d9648ad30c565d9786ca2624d03dad6ccaeb88 100644
GIT binary patch
delta 1867
zcmW;MReY8O6o7HRjqwc_yo}KsFgizf!-&z{HM+Zd<bVO&=ukk#4#b)b28fD+&cedL
zL{!2+L3|!B{?G4Rox5|=4qc5&Lson!B|9NGlyWrn@U6J$;Ph?5_25cyF}M(%56%U-
zK~8LH#HnyjV%CvM;c!%RWGECFnVuVj5CP{rh(cb35siGvj{=B6K@>uO!iYr?#GxpP
zp*TvQBub$);*o$dD2sAPM0r#|MN~p%R6$i#Lv_?ZP1HgXYNHP7q8{p_0UDwa8lwrC
zq8XZ_1zMsNTB8lxq8-{J86D6OozNL6=z^~3hVJNrp6G?%=!3rKhyECVff$6r7=ob~
zhT#~2kr;(kjK&y@#W;+|1Wd#vOvV&U#WYOE49vtV%*Gtd#XQW%0xZNLEXEQn#WF0%
z3amsLR$(>PU@g{RJ<_oO8?gx)*o-aMicDl78{4oQJFpYGup4`@7yGaux8n{Rz(E|s
zowy5k<1p^Qy|@qe;{iN~hwv~S!J{~W$8Z#n;|V;8r|>j#@C=^Cb9f#v;6=QIV>phN
z@d{qWYdC?Ecpazk2HwP5IE}aQ4$j~#-o<;!#ryaGAL1i?jC1$|pW-uojxTT?U*ao#
zjc;%P-{L!bk00<Oe!@lkj7#_hzv4Gs#uZ$}HT;f0@F)Jlb^MKga055-FK%UU`<XBi
zCeq|FQ6{emn`o2I<TnLOj45aeng3T6c8WDcOq?ldikaf3gehrCnbIcSB$zU$tSM&_
zO?gwnR5X=LWmCmeHPuXYQ^V9WwM>$!ZR(i1rk<&98kmNrk!ft2n5L$gX>MAWmZp_y
zZQ7W&rk!bTl1&HG(R4DMO^WGax|(jLyXj$inqH>2>0|nuex|<}U<R5&X0RDzhMHk!
zxEWzano%azj5cG;SToLyHxtZ6Gs#RgQ_NH|%}h5l%uF-O%r<k(Tr<ziHw(-{v&bwq
zOUzQU%q%x6%u17HR+-gijah5fne`^!Y%m+mCX-<{n=NLm$uwCe+iWx2%?`8E>@vH}
S9<$f%Gy6lwcuk?C<NpE0pAixO

delta 1863
zcmW;MS6tTx6hQI*3ZjVq#I2y>o+$1;QE_j@E$+QHE}WpKfD1<{mF;QEHnz)lXk}Vh
z*|e!GTXs$l-}AXo_wC-aysJ@Z$c_mm<-{h2l1`)?zaAYC6x<M83$6s0gG)hSa4t9*
zop(ATEI;mIYA87}Hz6;)FufoMp$Lj14B;q-2oy&NM4}|3Pzt3HpbVl>7UfVL6;KhC
zP#INF6)}iKHB?6p#Gxi?p*HHEF6yB^8lWK>p)r~u9!=2<322TMXo*&6jW%eDc4&_d
z=!j0}j4tSkZs?94NJLNcLT@CY5Bj1X`eOhFVh{#n2!>)9hGPUqVib}w8e=dP<1ii*
zFcFiGg2|YIshEc8n1Pv?h1r;cxtNFfSb&9CgvD5brC5gLSb>#Th1E#K8mz@Stj7kV
zVIwwSGqzwWwjmuE*p3~@#7^wOZe$@FIoN}}*oXZ%fLt8JAsogL+=!cS6vvQ<n{f+n
z#c|w*+i?f(#9g=>_uyXKhx_pW9>fVegop769>rrgiO2B-p2Sml8qeTa<l_{c!}E9n
zFXAP<j92g~Uc+g;jyLco-oo2>2k+uN6yOZb;(dI84{;73;XE$jV|;=_T*RmN44>l?
zzQC9G3SZ+Je2dHY4&UPk{D`0MGp^t&e!;K!4Zq_LT*IIE3xDGu{EO?E+<q2J5mVHJ
znQ&9gM3~~Hgo!jIO_V8RN}K;zm2rwTWlcF#-c&FZO(j#=R54XejEObXOm$Pk#F?6=
zmZ@#(n7XE(sc#yXhNh8eY?_#O)6_IG38uMeVOpA2rnPBf+M0Hzz3E^&nog#(>0-K?
zZl=5GVG>PG)64WWNv4nKYx<e~W`G%J2ARQTh#6{znc-%H8EHnDWHZ`~F=Nd*Gu})v
z6U`)(VkVm@W~!NHrkfdNrkQ1Cn>l8#nP=vk1!kdHWEPtxW~o_bmYWr3rCDWGn^d#L
ztTpS*db7c#nT=+X*=)9$t!A4^HyLKT*<muxPP5DGHd!Xy<d{8Xui0nzn*%1-95jc_
OVRIyu&ua?BpZX8{uoAQY