Commit Graph

23 Commits

Author SHA1 Message Date
bolade 9e1ec258f1 feat: Implement report generation service and add report route for investor profiles 2025-10-14 12:02:23 +01:00
bolade e386ebbdef feat: Add insight generation functionality with compatibility scoring and web search integration 2025-10-13 23:19:46 +01:00
bolade 64f9364fcd feat: Integrate Folk CRM API for investor synchronization and compatibility scoring 2025-10-08 19:21:46 +01:00
bolade cefe89bb67 feat: Update query endpoint to return paginated investment responses with fund details 2025-10-08 14:19:36 +01:00
bolade 58722f1102 feat: Enhance investor and company parsing with asynchronous batch processing 2025-10-08 13:29:25 +01:00
bolade be6fde9ba2 feat: Simplify company profile processing to only extract founded_year and key_executives 2025-10-08 13:20:08 +01:00
bolade 84e3c7b72a 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.
2025-10-07 20:01:19 +01:00
bolade c0fbbdd917 Implement manual JSON parsing for company profiles; enhance data extraction and processing efficiency; add comprehensive test script for validation 2025-10-07 12:07:43 +01:00
bolade 1f3f08e80d Remove deprecated stage_focus column and update database path for consistency; add schema verification script and document schema mismatch fixes 2025-10-07 11:31:16 +01:00
bolade cd7172ed9f Add test script for manual JSON parser with LLM currency conversion
- Implemented a new test script `test_parser.py` to validate the functionality of the manual JSON parser.
- The script loads investor data from a CSV file and processes a sample of three investors.
- Results include detailed information about each investor, their funds, team members, and investment thesis.
- Added error handling for missing API key in the environment variables.
2025-10-06 14:07:28 +01:00
bolade 17bc5acbc8 Refactor investor similarity search to utilize AI for improved query generation; adjust DataFrame parsing to skip initial rows for better data handling. 2025-09-29 15:58:09 +01:00
bolade 6d902345c0 Refactor investor and company schemas to allow optional fields; update filtering logic in read_companies function and add find_similar_investors endpoint; change LLM model in InvestorProcessor and QueryProcessor for improved performance. 2025-09-27 10:45:08 +01:00
bolade d36367fbe9 Add project management functionality with CRUD operations and associations; introduce project schemas and update main application routing. 2025-09-27 08:53:59 +01:00
bolade abac19c6ae Update .gitignore to exclude __pycache__ directories and modify schemas to allow optional fields for better flexibility; adjust batch size in InvestorProcessor for improved processing efficiency. 2025-09-26 15:56:29 +01:00
bolade f2bbcb96f3 Refactor database models and schemas to allow nullable fields; update init_database function for improved initialization. 2025-09-26 15:24:42 +01:00
bolade 0f7beca5e1 made version 2 2025-09-25 17:00:38 +01:00
bolade b1b1c5ea1e Made improvements to parsing 2025-09-11 16:23:22 +01:00
bolade edd0ae910b Refactor investor and company management API with FastAPI integration
- Updated README.md to reflect new features and architecture.
- Implemented company management routes in app/api/companies.py.
- Enhanced main FastAPI application in app/main.py to include company routes and query processing.
- Improved querying capabilities in app/services/querying.py with natural language processing for investor searches.
- Updated requirements.txt to include necessary dependencies for FastAPI and related libraries.
- Added comprehensive error handling and response formatting for API endpoints.
2025-09-03 10:32:19 +01:00
bolade 84cbb888e6 Refactor investor-related schemas and models; implement investor CRUD operations and update stage_focus values to uppercase 2025-09-03 09:41:19 +01:00
bolade 7b58834316 Refactor investor-related schemas and models; update database configuration and enhance investor processing logic 2025-09-02 15:51:35 +01:00
bolade 65b5df3a43 Add CompanyTable model and refactor query handling; update requirements for new dependencies 2025-09-02 12:22:50 +01:00
bolade 74931f235e Refactor imports and enhance query functionality with LangGraph integration; update requirements for new dependencies 2025-08-30 13:56:19 +01:00
bolade ba0ed169ce Implement investor processing and querying functionality
- Added InvestorProcessor class for processing CSV data in batches and saving to SQL and vector databases.
- Introduced QueryProcessor class for querying investor information from SQL and vector databases.
- Integrated OpenAI's ChatGPT for structured output generation.
- Implemented data cleaning and control character removal in CSV processing.
- Added asynchronous processing capabilities for batch handling.
- Established connection to ChromaDB for vector storage of investor descriptions.
- Defined structured output schemas using Pydantic for investor data validation.
- Enhanced settings management for API key and database configurations.
2025-08-29 18:42:55 +01:00