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Fix CIM template data linkage issues - update field mapping to use proper nested paths

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This commit is contained in:
Jon
2025-07-29 00:25:04 -04:00
parent d794e64a02
commit 4ce430b531
2 changed files with 230 additions and 87 deletions
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116
backend/src/services/optimizedAgenticRAGProcessor.ts
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@@ -461,9 +461,13 @@ export class OptimizedAgenticRAGProcessor {
// Use the existing LLM service to generate CIM review
const result = await llmService.processCIMDocument(text, 'BPCP CIM Review Template');
// Generate a comprehensive summary from the analysis data
const analysisData = result.jsonOutput || {} as CIMReview;
const summary = this.generateSummaryFromAnalysis(analysisData);
return {
summary: 'Document processed with optimized agentic RAG',
analysisData: result.jsonOutput || {} as CIMReview
summary,
analysisData
};
} catch (error) {
logger.error(`Failed to generate LLM analysis for document: ${documentId}`, error);
@@ -474,6 +478,114 @@ export class OptimizedAgenticRAGProcessor {
};
}
}
/**
* Generate a comprehensive summary from analysis data
*/
private generateSummaryFromAnalysis(analysisData: CIMReview): string {
let summary = '# CIM Review Summary\n\n';
// Add deal overview
if (analysisData.dealOverview?.targetCompanyName) {
summary += `## Deal Overview\n\n`;
summary += `**Target Company:** ${analysisData.dealOverview.targetCompanyName}\n\n`;
if (analysisData.dealOverview.industrySector) {
summary += `**Industry:** ${analysisData.dealOverview.industrySector}\n\n`;
}
if (analysisData.dealOverview.transactionType) {
summary += `**Transaction Type:** ${analysisData.dealOverview.transactionType}\n\n`;
}
if (analysisData.dealOverview.geography) {
summary += `**Geography:** ${analysisData.dealOverview.geography}\n\n`;
}
}
// Add financial summary
if (analysisData.financialSummary?.financials) {
summary += `## Financial Summary\n\n`;
const financials = analysisData.financialSummary.financials;
if (financials.fy3) {
summary += `### FY3 (Latest)\n\n`;
if (financials.fy3.revenue) summary += `- **Revenue:** ${financials.fy3.revenue}\n`;
if (financials.fy3.ebitda) summary += `- **EBITDA:** ${financials.fy3.ebitda}\n`;
if (financials.fy3.ebitdaMargin) summary += `- **EBITDA Margin:** ${financials.fy3.ebitdaMargin}\n`;
if (financials.fy3.revenueGrowth) summary += `- **Revenue Growth:** ${financials.fy3.revenueGrowth}\n\n`;
}
if (financials.fy2) {
summary += `### FY2\n\n`;
if (financials.fy2.revenue) summary += `- **Revenue:** ${financials.fy2.revenue}\n`;
if (financials.fy2.ebitda) summary += `- **EBITDA:** ${financials.fy2.ebitda}\n`;
if (financials.fy2.ebitdaMargin) summary += `- **EBITDA Margin:** ${financials.fy2.ebitdaMargin}\n`;
if (financials.fy2.revenueGrowth) summary += `- **Revenue Growth:** ${financials.fy2.revenueGrowth}\n\n`;
}
if (financials.fy1) {
summary += `### FY1\n\n`;
if (financials.fy1.revenue) summary += `- **Revenue:** ${financials.fy1.revenue}\n`;
if (financials.fy1.ebitda) summary += `- **EBITDA:** ${financials.fy1.ebitda}\n`;
if (financials.fy1.ebitdaMargin) summary += `- **EBITDA Margin:** ${financials.fy1.ebitdaMargin}\n`;
if (financials.fy1.revenueGrowth) summary += `- **Revenue Growth:** ${financials.fy1.revenueGrowth}\n\n`;
}
}
// Add business description
if (analysisData.businessDescription?.coreOperationsSummary) {
summary += `## Business Description\n\n`;
summary += `**Core Operations:** ${analysisData.businessDescription.coreOperationsSummary}\n\n`;
if (analysisData.businessDescription.keyProductsServices) {
summary += `**Key Products/Services:** ${analysisData.businessDescription.keyProductsServices}\n\n`;
}
if (analysisData.businessDescription.uniqueValueProposition) {
summary += `**Unique Value Proposition:** ${analysisData.businessDescription.uniqueValueProposition}\n\n`;
}
}
// Add key questions and next steps
if (analysisData.keyQuestionsNextSteps?.criticalQuestions) {
summary += `## Key Questions & Next Steps\n\n`;
summary += `**Critical Questions:** ${analysisData.keyQuestionsNextSteps.criticalQuestions}\n\n`;
if (analysisData.keyQuestionsNextSteps.preliminaryRecommendation) {
summary += `**Preliminary Recommendation:** ${analysisData.keyQuestionsNextSteps.preliminaryRecommendation}\n\n`;
}
}
// Add management team
if (analysisData.managementTeamOverview?.keyLeaders) {
summary += `## Management Team\n\n`;
summary += `**Key Leaders:** ${analysisData.managementTeamOverview.keyLeaders}\n\n`;
if (analysisData.managementTeamOverview.managementQualityAssessment) {
summary += `**Quality Assessment:** ${analysisData.managementTeamOverview.managementQualityAssessment}\n\n`;
}
}
// Add market analysis
if (analysisData.marketIndustryAnalysis?.estimatedMarketSize) {
summary += `## Market & Industry Analysis\n\n`;
summary += `**Market Size:** ${analysisData.marketIndustryAnalysis.estimatedMarketSize}\n\n`;
if (analysisData.marketIndustryAnalysis.keyIndustryTrends) {
summary += `**Industry Trends:** ${analysisData.marketIndustryAnalysis.keyIndustryTrends}\n\n`;
}
}
// Add investment thesis
if (analysisData.preliminaryInvestmentThesis?.keyAttractions) {
summary += `## Investment Thesis\n\n`;
summary += `**Key Attractions:** ${analysisData.preliminaryInvestmentThesis.keyAttractions}\n\n`;
if (analysisData.preliminaryInvestmentThesis.potentialRisks) {
summary += `**Potential Risks:** ${analysisData.preliminaryInvestmentThesis.potentialRisks}\n\n`;
}
}
return summary;
}
}
export const optimizedAgenticRAGProcessor = new OptimizedAgenticRAGProcessor();