662 lines
24 KiB
Python
662 lines
24 KiB
Python
from typing import Optional
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from db.db import get_db
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from db.models import FundTable, InvestorTable, ProjectTable, SectorTable
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from fastapi import APIRouter, Depends, HTTPException, Query
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from pydantic import BaseModel
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from schemas.router_schemas import (
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CompanyMinimal,
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InvestmentResponse,
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InvestmentStage,
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InvestorData,
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PaginatedResponse,
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SectorMinimal,
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)
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from services.compatibility_score import (
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_calculate_project_fund_compatibility,
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_calculate_project_investor_direct_compatibility,
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)
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from sqlalchemy.orm import Session, selectinload
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router = APIRouter(tags=["Investor Routes"])
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# Request schemas for creating/updating
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class InvestorCreate(BaseModel):
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name: str
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description: Optional[str] = None
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website: Optional[str] = None
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headquarters: Optional[str] = None
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aum: int
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check_size_lower: int
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check_size_upper: int
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geographic_focus: str
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number_of_investments: int = 0
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class InvestorUpdate(BaseModel):
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name: Optional[str] = None
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description: Optional[str] = None
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website: Optional[str] = None
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headquarters: Optional[str] = None
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aum: Optional[int] = None
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check_size_lower: Optional[int] = None
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check_size_upper: Optional[int] = None
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geographic_focus: Optional[str] = None
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number_of_investments: Optional[int] = None
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@router.get("/investors", response_model=PaginatedResponse[InvestmentResponse])
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def read_investors(
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page: int = Query(1, ge=1, description="Page number (starts at 1)"),
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page_size: int = Query(10, ge=1, le=100, description="Items per page (max 100)"),
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project_id: Optional[int] = Query(
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None, description="Optional project ID for compatibility scoring"
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),
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db: Session = Depends(get_db),
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):
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"""Get all investors with their funds as separate entries (paginated)
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Each investor-fund combination is returned as a separate row.
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An investor with 3 funds will appear as 3 entries.
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If project_id is provided, calculates compatibility scores for each investor.
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"""
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# Calculate offset
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offset = (page - 1) * page_size
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# Get total count
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total_count = db.query(InvestorTable).count()
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# Load project if project_id provided
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project = None
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if project_id is not None:
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project = (
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db.query(ProjectTable)
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.options(selectinload(ProjectTable.sector))
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.filter(ProjectTable.id == project_id)
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.first()
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)
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if not project:
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raise HTTPException(status_code=404, detail="Project not found")
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# When project_id is provided, we need to get all investors first to sort by compatibility score
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# Otherwise, we can paginate at the database level
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if project is not None:
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# Get all investors (we'll sort by compatibility score, then paginate)
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all_investors = (
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db.query(InvestorTable)
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.options(
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selectinload(InvestorTable.portfolio_companies),
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selectinload(InvestorTable.team_members),
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selectinload(InvestorTable.sectors),
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selectinload(InvestorTable.funds).selectinload(
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FundTable.investment_stages
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),
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selectinload(InvestorTable.funds).selectinload(FundTable.sectors),
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)
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.all()
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)
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# We'll paginate after sorting by compatibility score
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investors = all_investors
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else:
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# Get paginated results (no sorting needed)
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investors = (
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db.query(InvestorTable)
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.options(
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selectinload(InvestorTable.portfolio_companies),
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selectinload(InvestorTable.team_members),
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selectinload(InvestorTable.sectors),
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selectinload(InvestorTable.funds).selectinload(
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FundTable.investment_stages
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),
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selectinload(InvestorTable.funds).selectinload(FundTable.sectors),
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)
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.offset(offset)
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.limit(page_size)
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.all()
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)
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# Transform to InvestmentResponse format (one row per investor-fund combination)
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investment_responses = []
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for investor in investors:
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# Get top 3 portfolio companies (id and name only)
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portfolio_companies = [
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CompanyMinimal(id=company.id, name=company.name)
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for company in investor.portfolio_companies[:3]
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]
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# If investor has funds, create one entry per fund
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if investor.funds:
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for fund in investor.funds:
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# Calculate compatibility score for this specific fund
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compatibility_score = 1.0
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if project is not None:
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compatibility_score = _calculate_project_fund_compatibility(
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project=project, fund=fund
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)
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# Get stage focus as comma-separated string
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stage_focus = (
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", ".join([stage.name for stage in fund.investment_stages])
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if fund.investment_stages
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else None
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)
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# Get top 3 sectors from fund (id and name only) - sorted alphabetically
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fund_sectors = [
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SectorMinimal(id=sector.id, name=sector.name)
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for sector in sorted(
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fund.sectors[:3] if fund.sectors else [], key=lambda s: s.name
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)
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]
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investment_response = InvestmentResponse(
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id=investor.id,
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name=f"{investor.name} - {fund.fund_name}"
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if fund.fund_name
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else investor.name,
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aum=investor.aum,
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check_size_lower=fund.check_size_lower,
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check_size_upper=fund.check_size_upper,
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geographic_focus=fund.geographic_focus,
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stage_focus=stage_focus,
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portfolio_companies=portfolio_companies,
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sectors=fund_sectors,
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compatibility_score=compatibility_score,
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)
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investment_responses.append(investment_response)
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else:
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# If no funds, create one entry with null fund fields
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# Calculate compatibility using investor-level data
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compatibility_score = 1.0
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if project is not None:
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compatibility_score = _calculate_project_investor_direct_compatibility(
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project=project, investor=investor
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)
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investment_response = InvestmentResponse(
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id=investor.id,
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name=investor.name,
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aum=investor.aum,
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check_size_lower=None,
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check_size_upper=None,
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geographic_focus=None,
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stage_focus=None,
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portfolio_companies=portfolio_companies,
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sectors=[],
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compatibility_score=compatibility_score,
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)
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investment_responses.append(investment_response)
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# Sort by compatibility score (descending) when project_id is provided
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if project is not None:
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investment_responses.sort(key=lambda x: x.compatibility_score, reverse=True)
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# Apply pagination after sorting
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investment_responses = investment_responses[offset : offset + page_size]
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# Calculate total pages
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total_pages = (total_count + page_size - 1) // page_size
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return PaginatedResponse(
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items=investment_responses,
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total=total_count,
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page=page,
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page_size=page_size,
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total_pages=total_pages,
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)
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@router.get("/investors/filter", response_model=PaginatedResponse[InvestmentResponse])
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def filter_investors(
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stage: Optional[InvestmentStage] = Query(
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None, description="Filter by investment stage"
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),
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min_check_size: Optional[int] = Query(None, description="Minimum check size"),
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max_check_size: Optional[int] = Query(None, description="Maximum check size"),
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geography: Optional[str] = Query(
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None, description="Geographic focus (partial match)"
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),
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sector: Optional[str] = Query(None, description="Sector name (partial match)"),
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min_aum: Optional[int] = Query(None, description="Minimum AUM"),
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max_aum: Optional[int] = Query(None, description="Maximum AUM"),
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page: int = Query(1, ge=1, description="Page number (starts at 1)"),
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page_size: int = Query(10, ge=1, le=100, description="Items per page (max 100)"),
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project_id: Optional[int] = Query(
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None, description="Optional project ID for compatibility scoring"
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),
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db: Session = Depends(get_db),
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):
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"""Filter investors based on various criteria (paginated)
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Returns investor-fund combinations as separate rows.
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Queries the funds table to find matching funds.
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If project_id is provided, calculates compatibility scores for each investor.
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"""
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# Load project if project_id provided
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project = None
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if project_id is not None:
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project = (
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db.query(ProjectTable)
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.options(selectinload(ProjectTable.sector))
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.filter(ProjectTable.id == project_id)
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.first()
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)
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if not project:
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raise HTTPException(status_code=404, detail="Project not found")
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# Start with base query on funds table
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query = db.query(FundTable).options(
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selectinload(FundTable.investor).selectinload(
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InvestorTable.portfolio_companies
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),
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selectinload(FundTable.investor).selectinload(InvestorTable.team_members),
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selectinload(FundTable.investor).selectinload(InvestorTable.sectors),
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selectinload(FundTable.investment_stages),
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selectinload(FundTable.sectors),
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)
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# Apply filters at fund level
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if min_check_size is not None:
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query = query.filter(FundTable.check_size_lower >= min_check_size)
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if max_check_size is not None:
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query = query.filter(FundTable.check_size_upper <= max_check_size)
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if geography:
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query = query.filter(FundTable.geographic_focus.ilike(f"%{geography}%"))
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# Apply filters at investor level (through relationship)
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if min_aum is not None:
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query = query.join(FundTable.investor).filter(InvestorTable.aum >= min_aum)
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if max_aum is not None:
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if min_aum is None: # Only join if not already joined
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query = query.join(FundTable.investor)
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query = query.filter(InvestorTable.aum <= max_aum)
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# Filter by sector if provided (at fund level)
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if sector:
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query = query.join(FundTable.sectors).filter(
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SectorTable.name.ilike(f"%{sector}%")
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)
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# Get total count before pagination
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total_count = query.count()
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# When project_id is provided, we need to get all funds first to sort by compatibility score
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# Otherwise, we can paginate at the database level
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if project is not None:
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# Get all funds (we'll sort by compatibility score, then paginate)
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all_funds = query.all()
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funds = all_funds
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else:
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# Calculate offset and apply pagination (no sorting needed)
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offset = (page - 1) * page_size
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funds = query.offset(offset).limit(page_size).all()
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# Transform to InvestmentResponse format (one row per fund)
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investment_responses = []
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for fund in funds:
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investor = fund.investor
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# Calculate compatibility score for this specific fund
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compatibility_score = 1.0
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if project is not None:
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compatibility_score = _calculate_project_fund_compatibility(
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project=project, fund=fund
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)
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# Get top 3 portfolio companies (id and name only)
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portfolio_companies = [
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CompanyMinimal(id=company.id, name=company.name)
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for company in investor.portfolio_companies[:3]
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]
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# Get stage focus as comma-separated string
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stage_focus = (
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", ".join([stage.name for stage in fund.investment_stages])
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if fund.investment_stages
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else None
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)
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# Get top 3 sectors from fund (id and name only) - sorted alphabetically
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fund_sectors = [
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SectorMinimal(id=sector.id, name=sector.name)
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for sector in sorted(
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fund.sectors[:3] if fund.sectors else [], key=lambda s: s.name
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)
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]
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investment_response = InvestmentResponse(
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id=investor.id,
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name=f"{investor.name} - {fund.fund_name}"
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if fund.fund_name
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else investor.name,
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aum=investor.aum,
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check_size_lower=fund.check_size_lower,
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check_size_upper=fund.check_size_upper,
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geographic_focus=fund.geographic_focus,
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stage_focus=stage_focus,
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portfolio_companies=portfolio_companies,
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sectors=fund_sectors,
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compatibility_score=compatibility_score,
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)
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investment_responses.append(investment_response)
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# Sort by compatibility score (descending) when project_id is provided
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if project is not None:
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investment_responses.sort(key=lambda x: x.compatibility_score, reverse=True)
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# Apply pagination after sorting
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offset = (page - 1) * page_size
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investment_responses = investment_responses[offset : offset + page_size]
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# Calculate total pages
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total_pages = (total_count + page_size - 1) // page_size
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return PaginatedResponse(
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items=investment_responses,
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total=total_count,
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page=page,
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page_size=page_size,
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total_pages=total_pages,
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)
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@router.get("/investors/{investor_id}", response_model=InvestorData)
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def read_investor(investor_id: int, db: Session = Depends(get_db)):
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"""Get a specific investor by ID with all their funds"""
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investor = (
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db.query(InvestorTable)
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.options(
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selectinload(InvestorTable.portfolio_companies),
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selectinload(InvestorTable.team_members),
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selectinload(InvestorTable.sectors),
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selectinload(InvestorTable.funds),
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)
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.filter(InvestorTable.id == investor_id)
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.first()
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)
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if not investor:
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raise HTTPException(status_code=404, detail="Investor not found")
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# Transform to InvestorData format (includes funds array)
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return InvestorData(
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investor=investor,
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portfolio_companies=investor.portfolio_companies,
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team_members=investor.team_members,
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sectors=investor.sectors,
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funds=investor.funds,
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)
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@router.post("/investors", response_model=InvestorData)
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def create_investor(investor: InvestorCreate, db: Session = Depends(get_db)):
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"""Create a new investor"""
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db_investor = InvestorTable(**investor.dict())
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db.add(db_investor)
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db.commit()
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db.refresh(db_investor)
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# Reload with relationships
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investor_with_relations = (
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db.query(InvestorTable)
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.options(
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selectinload(InvestorTable.portfolio_companies),
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selectinload(InvestorTable.team_members),
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selectinload(InvestorTable.sectors),
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selectinload(InvestorTable.funds),
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)
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.filter(InvestorTable.id == db_investor.id)
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.first()
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)
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# Transform to InvestorData format
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return InvestorData(
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investor=investor_with_relations,
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portfolio_companies=investor_with_relations.portfolio_companies,
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team_members=investor_with_relations.team_members,
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sectors=investor_with_relations.sectors,
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funds=investor_with_relations.funds,
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)
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@router.put("/investors/{investor_id}", response_model=InvestorData)
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def update_investor(
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investor_id: int, investor: InvestorUpdate, db: Session = Depends(get_db)
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):
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"""Update an existing investor"""
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db_investor = (
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db.query(InvestorTable).filter(InvestorTable.id == investor_id).first()
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)
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if not db_investor:
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raise HTTPException(status_code=404, detail="Investor not found")
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update_data = investor.dict(exclude_unset=True)
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for field, value in update_data.items():
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setattr(db_investor, field, value)
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db.commit()
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db.refresh(db_investor)
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# Reload with relationships
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investor_with_relations = (
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db.query(InvestorTable)
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.options(
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selectinload(InvestorTable.portfolio_companies),
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selectinload(InvestorTable.team_members),
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selectinload(InvestorTable.sectors),
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selectinload(InvestorTable.funds),
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)
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.filter(InvestorTable.id == investor_id)
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.first()
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)
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# Transform to InvestorData format
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return InvestorData(
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investor=investor_with_relations,
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portfolio_companies=investor_with_relations.portfolio_companies,
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team_members=investor_with_relations.team_members,
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sectors=investor_with_relations.sectors,
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funds=investor_with_relations.funds,
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)
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|
|
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@router.delete("/investors/{investor_id}")
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def delete_investor(investor_id: int, db: Session = Depends(get_db)):
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"""Delete an investor"""
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db_investor = (
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db.query(InvestorTable).filter(InvestorTable.id == investor_id).first()
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)
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if not db_investor:
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raise HTTPException(status_code=404, detail="Investor not found")
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db.delete(db_investor)
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db.commit()
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return {"message": "Investor deleted successfully"}
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@router.get(
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"/investors/{investor_id}/similar",
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response_model=PaginatedResponse[InvestmentResponse],
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)
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def find_similar_investors(
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investor_id: int,
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limit: int = Query(10, description="Maximum number of similar investors to return"),
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page: int = Query(1, ge=1, description="Page number (starts at 1)"),
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page_size: int = Query(10, ge=1, le=100, description="Items per page (max 100)"),
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db: Session = Depends(get_db),
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):
|
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"""Find investors similar to a given investor based on characteristics (paginated)
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Returns investor-fund combinations as separate rows.
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Queries the funds table to find matching funds.
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"""
|
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|
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# Get the target investor to get their funds for comparison
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target_investor = (
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db.query(InvestorTable)
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.options(
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selectinload(InvestorTable.portfolio_companies),
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selectinload(InvestorTable.team_members),
|
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selectinload(InvestorTable.sectors),
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selectinload(InvestorTable.funds).selectinload(FundTable.investment_stages),
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selectinload(InvestorTable.funds).selectinload(FundTable.sectors),
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)
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.filter(InvestorTable.id == investor_id)
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.first()
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|
)
|
|
|
|
if not target_investor:
|
|
raise HTTPException(status_code=404, detail="Investor not found")
|
|
|
|
# Get target investor's sector IDs for comparison (from their funds)
|
|
target_sector_ids = set()
|
|
target_stage_ids = set()
|
|
target_check_ranges = []
|
|
target_geographies = []
|
|
|
|
for fund in target_investor.funds:
|
|
if fund.sectors:
|
|
target_sector_ids.update({sector.id for sector in fund.sectors})
|
|
if fund.investment_stages:
|
|
target_stage_ids.update({stage.id for stage in fund.investment_stages})
|
|
if fund.check_size_lower and fund.check_size_upper:
|
|
target_check_ranges.append((fund.check_size_lower, fund.check_size_upper))
|
|
if fund.geographic_focus:
|
|
target_geographies.append(fund.geographic_focus.lower())
|
|
|
|
# Query all funds from other investors
|
|
candidate_funds = (
|
|
db.query(FundTable)
|
|
.options(
|
|
selectinload(FundTable.investor).selectinload(
|
|
InvestorTable.portfolio_companies
|
|
),
|
|
selectinload(FundTable.investor).selectinload(InvestorTable.team_members),
|
|
selectinload(FundTable.investor).selectinload(InvestorTable.sectors),
|
|
selectinload(FundTable.investment_stages),
|
|
selectinload(FundTable.sectors),
|
|
)
|
|
.join(FundTable.investor)
|
|
.filter(InvestorTable.id != investor_id)
|
|
.all()
|
|
)
|
|
|
|
# Calculate similarity scores for each fund
|
|
scored_funds = []
|
|
for fund in candidate_funds:
|
|
score = 0
|
|
|
|
# Geographic focus match (20 points for exact, 10 for partial)
|
|
if fund.geographic_focus and target_geographies:
|
|
fund_geo_lower = fund.geographic_focus.lower()
|
|
for target_geo in target_geographies:
|
|
if fund_geo_lower == target_geo:
|
|
score += 20
|
|
break
|
|
elif fund_geo_lower in target_geo or target_geo in fund_geo_lower:
|
|
score += 10
|
|
break
|
|
|
|
# Check size overlap (20 points max)
|
|
if fund.check_size_lower and fund.check_size_upper and target_check_ranges:
|
|
max_overlap_score = 0
|
|
for target_lower, target_upper in target_check_ranges:
|
|
overlap_start = max(fund.check_size_lower, target_lower)
|
|
overlap_end = min(fund.check_size_upper, target_upper)
|
|
if overlap_end > overlap_start:
|
|
overlap = overlap_end - overlap_start
|
|
target_range = target_upper - target_lower
|
|
overlap_ratio = overlap / target_range if target_range > 0 else 0
|
|
max_overlap_score = max(max_overlap_score, int(20 * overlap_ratio))
|
|
score += max_overlap_score
|
|
|
|
# AUM similarity (15 points max)
|
|
if fund.investor.aum and target_investor.aum:
|
|
aum_diff = abs(fund.investor.aum - target_investor.aum)
|
|
max_aum = max(fund.investor.aum, target_investor.aum)
|
|
similarity_ratio = 1 - (aum_diff / max_aum) if max_aum > 0 else 0
|
|
score += int(15 * similarity_ratio)
|
|
|
|
# Sector overlap (30 points max)
|
|
if fund.sectors and target_sector_ids:
|
|
fund_sector_ids = {sector.id for sector in fund.sectors}
|
|
common_sectors = target_sector_ids.intersection(fund_sector_ids)
|
|
overlap_ratio = len(common_sectors) / len(target_sector_ids)
|
|
score += int(30 * overlap_ratio)
|
|
|
|
# Investment stage match (15 points max)
|
|
if fund.investment_stages and target_stage_ids:
|
|
fund_stage_ids = {stage.id for stage in fund.investment_stages}
|
|
common_stages = target_stage_ids.intersection(fund_stage_ids)
|
|
overlap_ratio = len(common_stages) / len(target_stage_ids)
|
|
score += int(15 * overlap_ratio)
|
|
|
|
if score > 0: # Only include funds with some similarity
|
|
scored_funds.append((score, fund))
|
|
|
|
# Sort by score (descending) and take top N based on limit
|
|
scored_funds.sort(key=lambda x: x[0], reverse=True)
|
|
top_similar = scored_funds[:limit]
|
|
|
|
# Apply pagination to the top similar funds
|
|
total_count = len(top_similar)
|
|
offset = (page - 1) * page_size
|
|
paginated_similar = top_similar[offset : offset + page_size]
|
|
similar_funds = [fund for score, fund in paginated_similar]
|
|
|
|
# Transform to InvestmentResponse format (one row per fund)
|
|
investment_responses = []
|
|
for fund in similar_funds:
|
|
investor = fund.investor
|
|
|
|
# Get top 3 portfolio companies (id and name only)
|
|
portfolio_companies = [
|
|
CompanyMinimal(id=company.id, name=company.name)
|
|
for company in investor.portfolio_companies[:3]
|
|
]
|
|
|
|
# Get stage focus as comma-separated string
|
|
stage_focus = (
|
|
", ".join([stage.name for stage in fund.investment_stages])
|
|
if fund.investment_stages
|
|
else None
|
|
)
|
|
|
|
# Get top 3 sectors from fund (id and name only)
|
|
fund_sectors = [
|
|
SectorMinimal(id=sector.id, name=sector.name)
|
|
for sector in (fund.sectors[:3] if fund.sectors else [])
|
|
]
|
|
|
|
investment_response = InvestmentResponse(
|
|
id=investor.id,
|
|
name=f"{investor.name} - {fund.fund_name}"
|
|
if fund.fund_name
|
|
else investor.name,
|
|
aum=investor.aum,
|
|
check_size_lower=fund.check_size_lower,
|
|
check_size_upper=fund.check_size_upper,
|
|
geographic_focus=fund.geographic_focus,
|
|
stage_focus=stage_focus,
|
|
portfolio_companies=portfolio_companies,
|
|
sectors=fund_sectors,
|
|
compatibility_score=1.0,
|
|
)
|
|
investment_responses.append(investment_response)
|
|
|
|
# Calculate total pages
|
|
total_pages = (total_count + page_size - 1) // page_size
|
|
|
|
return PaginatedResponse(
|
|
items=investment_responses,
|
|
total=total_count,
|
|
page=page,
|
|
page_size=page_size,
|
|
total_pages=total_pages,
|
|
)
|