admin/cim_summary
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

feat: improve readability of list fields in CIM review

Browse Source 
- Add normalizeToMarkdown() that converts inline "1) ... 2) ..." patterns
  to properly spaced markdown numbered lists for existing documents
- Update Zod schema descriptions to instruct LLM to use newline-separated
  numbered items in list fields (keyAttractions, potentialRisks, etc.)
- Fixes wall-of-text rendering in investment thesis and next steps sections

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
admin
2026-02-25 11:37:25 -05:00
parent 69ece61750
commit 8f9c225ebc
2 changed files with 26 additions and 9 deletions
Download Patch File Download Diff File Expand all files Collapse all files

14
backend/src/services/llmSchemas.ts
View File

@@ -93,18 +93,18 @@ export const cimReviewSchema = z.object({
}).describe("Management Team Overview section"),
preliminaryInvestmentThesis: z.object({
keyAttractions: z.string().describe("Key Attractions / Strengths (Why Invest?)"),
potentialRisks: z.string().describe("Potential Risks / Concerns (Why Not Invest?)"),
valueCreationLevers: z.string().describe("Initial Value Creation Levers (How PE Adds Value)"),
keyAttractions: z.string().describe("Key Attractions / Strengths (Why Invest?) — list each point on its own line, e.g. '1. Point one\\n2. Point two'"),
potentialRisks: z.string().describe("Potential Risks / Concerns (Why Not Invest?) — list each point on its own line, e.g. '1. Point one\\n2. Point two'"),
valueCreationLevers: z.string().describe("Initial Value Creation Levers (How PE Adds Value) — list each lever on its own line, e.g. '1. Lever one\\n2. Lever two'"),
alignmentWithFundStrategy: z.string().describe("Alignment with Fund Strategy"),
}).describe("Preliminary Investment Thesis section"),
keyQuestionsNextSteps: z.object({
criticalQuestions: z.string().describe("Critical Questions Arising from CIM Review"),
missingInformation: z.string().describe("Key Missing Information / Areas for Diligence Focus"),
preliminaryRecommendation: z.string().describe("Preliminary Recommendation"),
criticalQuestions: z.string().describe("Critical Questions Arising from CIM Review — list each question on its own line, e.g. '1. Question one\\n2. Question two'"),
missingInformation: z.string().describe("Key Missing Information / Areas for Diligence Focus — list each item on its own line"),
preliminaryRecommendation: z.string().describe("Preliminary Recommendation (Pass / Proceed with Caution / Proceed with Detailed Diligence)"),
rationaleForRecommendation: z.string().describe("Rationale for Recommendation (Brief)"),
proposedNextSteps: z.string().describe("Proposed Next Steps"),
proposedNextSteps: z.string().describe("Proposed Next Steps — list each step on its own line, e.g. '1. Step one\\n2. Step two'"),
}).describe("Key Questions & Next Steps section"),
});

21
frontend/src/components/CIMReviewTemplate.tsx
View File

@@ -3,6 +3,23 @@ import Markdown from 'react-markdown';
import { Save, Download } from 'lucide-react';
import { cn } from '../utils/cn';
/**
* Normalize inline numbered lists like "1) First item. 2) Second item."
* into proper markdown numbered lists for rendering.
* Also handles patterns like "1. First item 2. Second item" without line breaks.
*/
function normalizeToMarkdown(text: string): string {
if (!text) return text;
// Convert "N) " patterns (preceded by start-of-string or ". ") to markdown numbered list
// Match: start of string or after period+space, then digit(s) followed by ) and space
const result = text.replace(/(?:^|\.\s+)(\d+)\)\s/g, (_m, num, offset) => {
// If at start of string, just add newline before for markdown
if (offset === 0) return `${num}. `;
return `.\n\n${num}. `;
});
return result;
}
interface CIMReviewData {
// Deal Overview
dealOverview: {
@@ -343,8 +360,8 @@ const CIMReviewTemplate: React.FC<CIMReviewTemplateProps> = ({
</label>
{type === 'textarea' ? (
readOnly && value ? (
<div className="block w-full rounded-md border border-gray-200 bg-gray-50 px-3 py-2 text-sm text-gray-700 prose prose-sm max-w-none prose-p:my-1 prose-ul:my-1 prose-li:my-0">
<Markdown>{value}</Markdown>
<div className="block w-full rounded-md border border-gray-200 bg-gray-50 px-3 py-2 text-sm text-gray-700 prose prose-sm max-w-none prose-p:my-1 prose-ul:my-1 prose-ol:my-1 prose-li:my-0.5">
<Markdown>{normalizeToMarkdown(value)}</Markdown>
</div>
) : (
<textarea