Backup: Live version before inline editing and admin features implementation

backend/src/services/csvExportService.ts

@@ -0,0 +1,242 @@
+import { logger } from '../utils/logger';
+
+export interface CIMReviewData {
+  dealOverview: {
+    targetCompanyName: string;
+    industrySector: string;
+    geography: string;
+    dealSource: string;
+    transactionType: string;
+    dateCIMReceived: string;
+    dateReviewed: string;
+    reviewers: string;
+    cimPageCount: string;
+    statedReasonForSale: string;
+    employeeCount: string;
+  };
+  businessDescription: {
+    coreOperationsSummary: string;
+    keyProductsServices: string;
+    uniqueValueProposition: string;
+    customerBaseOverview: {
+      keyCustomerSegments: string;
+      customerConcentrationRisk: string;
+      typicalContractLength: string;
+    };
+    keySupplierOverview: {
+      dependenceConcentrationRisk: string;
+    };
+  };
+  marketIndustryAnalysis: {
+    estimatedMarketSize: string;
+    estimatedMarketGrowthRate: string;
+    keyIndustryTrends: string;
+    competitiveLandscape: {
+      keyCompetitors: string;
+      targetMarketPosition: string;
+      basisOfCompetition: string;
+    };
+    barriersToEntry: string;
+  };
+  financialSummary: {
+    financials: {
+      fy3: { revenue: string; revenueGrowth: string; grossProfit: string; grossMargin: string; ebitda: string; ebitdaMargin: string };
+      fy2: { revenue: string; revenueGrowth: string; grossProfit: string; grossMargin: string; ebitda: string; ebitdaMargin: string };
+      fy1: { revenue: string; revenueGrowth: string; grossProfit: string; grossMargin: string; ebitda: string; ebitdaMargin: string };
+      ltm: { revenue: string; revenueGrowth: string; grossProfit: string; grossMargin: string; ebitda: string; ebitdaMargin: string };
+    };
+    qualityOfEarnings: string;
+    revenueGrowthDrivers: string;
+    marginStabilityAnalysis: string;
+    capitalExpenditures: string;
+    workingCapitalIntensity: string;
+    freeCashFlowQuality: string;
+  };
+  managementTeamOverview: {
+    keyLeaders: string;
+    managementQualityAssessment: string;
+    postTransactionIntentions: string;
+    organizationalStructure: string;
+  };
+  preliminaryInvestmentThesis: {
+    keyAttractions: string;
+    potentialRisks: string;
+    valueCreationLevers: string;
+    alignmentWithFundStrategy: string;
+  };
+  keyQuestionsNextSteps: {
+    criticalQuestions: string;
+    missingInformation: string;
+    preliminaryRecommendation: string;
+    rationaleForRecommendation: string;
+    proposedNextSteps: string;
+  };
+}
+
+class CSVExportService {
+  /**
+   * Convert CIM Review data to CSV format
+   */
+  static generateCIMReviewCSV(reviewData: CIMReviewData, companyName: string = 'Unknown'): string {
+    try {
+      const csvRows: string[] = [];
+      
+      // Add header
+      csvRows.push('BPCP CIM Review Summary');
+      csvRows.push(`Company: ${companyName}`);
+      csvRows.push(`Generated: ${new Date().toISOString()}`);
+      csvRows.push(''); // Empty row
+      
+      // Deal Overview Section
+      csvRows.push('DEAL OVERVIEW');
+      csvRows.push('Field,Value');
+      if (reviewData.dealOverview) {
+        Object.entries(reviewData.dealOverview).forEach(([key, value]) => {
+          csvRows.push(`${this.formatFieldName(key)},${this.escapeCSVValue(value)}`);
+        });
+      }
+      csvRows.push(''); // Empty row
+      
+      // Business Description Section
+      csvRows.push('BUSINESS DESCRIPTION');
+      csvRows.push('Field,Value');
+      if (reviewData.businessDescription) {
+        Object.entries(reviewData.businessDescription).forEach(([key, value]) => {
+          if (typeof value === 'object') {
+            // Handle nested objects like customerBaseOverview
+            Object.entries(value).forEach(([nestedKey, nestedValue]) => {
+              csvRows.push(`${this.formatFieldName(key)} - ${this.formatFieldName(nestedKey)},${this.escapeCSVValue(nestedValue)}`);
+            });
+          } else {
+            csvRows.push(`${this.formatFieldName(key)},${this.escapeCSVValue(value)}`);
+          }
+        });
+      }
+      csvRows.push(''); // Empty row
+      
+      // Market & Industry Analysis Section
+      csvRows.push('MARKET & INDUSTRY ANALYSIS');
+      csvRows.push('Field,Value');
+      if (reviewData.marketIndustryAnalysis) {
+        Object.entries(reviewData.marketIndustryAnalysis).forEach(([key, value]) => {
+          if (typeof value === 'object') {
+            // Handle nested objects like competitiveLandscape
+            Object.entries(value).forEach(([nestedKey, nestedValue]) => {
+              csvRows.push(`${this.formatFieldName(key)} - ${this.formatFieldName(nestedKey)},${this.escapeCSVValue(nestedValue)}`);
+            });
+          } else {
+            csvRows.push(`${this.formatFieldName(key)},${this.escapeCSVValue(value)}`);
+          }
+        });
+      }
+      csvRows.push(''); // Empty row
+      
+      // Financial Summary Section
+      csvRows.push('FINANCIAL SUMMARY');
+      csvRows.push('Period,Revenue,Revenue Growth,Gross Profit,Gross Margin,EBITDA,EBITDA Margin');
+      if (reviewData.financialSummary?.financials) {
+        Object.entries(reviewData.financialSummary.financials).forEach(([period, financials]) => {
+          csvRows.push(`${period.toUpperCase()},${this.escapeCSVValue(financials.revenue)},${this.escapeCSVValue(financials.revenueGrowth)},${this.escapeCSVValue(financials.grossProfit)},${this.escapeCSVValue(financials.grossMargin)},${this.escapeCSVValue(financials.ebitda)},${this.escapeCSVValue(financials.ebitdaMargin)}`);
+        });
+      }
+      csvRows.push(''); // Empty row
+      
+      // Additional Financial Metrics
+      csvRows.push('ADDITIONAL FINANCIAL METRICS');
+      csvRows.push('Field,Value');
+      if (reviewData.financialSummary) {
+        const additionalMetrics = [
+          'qualityOfEarnings',
+          'revenueGrowthDrivers',
+          'marginStabilityAnalysis',
+          'capitalExpenditures',
+          'workingCapitalIntensity',
+          'freeCashFlowQuality'
+        ];
+        
+        additionalMetrics.forEach(metric => {
+          if (reviewData.financialSummary[metric]) {
+            csvRows.push(`${this.formatFieldName(metric)},${this.escapeCSVValue(reviewData.financialSummary[metric])}`);
+          }
+        });
+      }
+      csvRows.push(''); // Empty row
+      
+      // Management Team Overview Section
+      csvRows.push('MANAGEMENT TEAM OVERVIEW');
+      csvRows.push('Field,Value');
+      if (reviewData.managementTeamOverview) {
+        Object.entries(reviewData.managementTeamOverview).forEach(([key, value]) => {
+          csvRows.push(`${this.formatFieldName(key)},${this.escapeCSVValue(value)}`);
+        });
+      }
+      csvRows.push(''); // Empty row
+      
+      // Preliminary Investment Thesis Section
+      csvRows.push('PRELIMINARY INVESTMENT THESIS');
+      csvRows.push('Field,Value');
+      if (reviewData.preliminaryInvestmentThesis) {
+        Object.entries(reviewData.preliminaryInvestmentThesis).forEach(([key, value]) => {
+          csvRows.push(`${this.formatFieldName(key)},${this.escapeCSVValue(value)}`);
+        });
+      }
+      csvRows.push(''); // Empty row
+      
+      // Key Questions & Next Steps Section
+      csvRows.push('KEY QUESTIONS & NEXT STEPS');
+      csvRows.push('Field,Value');
+      if (reviewData.keyQuestionsNextSteps) {
+        Object.entries(reviewData.keyQuestionsNextSteps).forEach(([key, value]) => {
+          csvRows.push(`${this.formatFieldName(key)},${this.escapeCSVValue(value)}`);
+        });
+      }
+      
+      return csvRows.join('\n');
+    } catch (error) {
+      logger.error('Failed to generate CSV from CIM Review data', { error });
+      throw new Error('Failed to generate CSV export');
+    }
+  }
+  
+  /**
+   * Format field names for better readability
+   */
+  private static formatFieldName(fieldName: string): string {
+    return fieldName
+      .replace(/([A-Z])/g, ' $1') // Add space before capital letters
+      .replace(/^./, str => str.toUpperCase()) // Capitalize first letter
+      .trim();
+  }
+  
+  /**
+   * Escape CSV values to handle commas, quotes, and newlines
+   */
+  private static escapeCSVValue(value: string): string {
+    if (!value) return '';
+    
+    // Replace newlines with spaces and trim
+    const cleanValue = value.replace(/\n/g, ' ').replace(/\r/g, ' ').trim();
+    
+    // If value contains comma, quote, or newline, wrap in quotes and escape internal quotes
+    if (cleanValue.includes(',') || cleanValue.includes('"') || cleanValue.includes('\n')) {
+      return `"${cleanValue.replace(/"/g, '""')}"`;
+    }
+    
+    return cleanValue;
+  }
+  
+  /**
+   * Generate standardized filename for CSV export
+   */
+  static generateCSVFilename(companyName: string): string {
+    const date = new Date().toISOString().split('T')[0].replace(/-/g, ''); // YYYYMMDD
+    const sanitizedCompanyName = companyName
+      .replace(/[^a-zA-Z0-9\s]/g, '') // Remove special characters
+      .replace(/\s+/g, '_') // Replace spaces with underscores
+      .toUpperCase();
+    
+    return `${date}_${sanitizedCompanyName}_CIM_Data.csv`;
+  }
+}
+
+export default CSVExportService; 

frontend/src/services/adminService.ts

@@ -0,0 +1,93 @@
+import { apiClient } from './apiClient';
+
+export interface AdminUser {
+  id: string;
+  email: string;
+  name: string;
+  role: 'user' | 'admin';
+  createdAt: string;
+  lastLogin?: string;
+  isActive: boolean;
+}
+
+export interface UserActivity {
+  userId: string;
+  email: string;
+  name: string;
+  loginCount: number;
+  lastLogin: string;
+  documentsProcessed: number;
+  totalProcessingTime: number;
+  averageProcessingTime: number;
+}
+
+export interface SystemMetrics {
+  totalUsers: number;
+  activeUsers: number;
+  totalDocuments: number;
+  documentsProcessed: number;
+  averageProcessingTime: number;
+  successRate: number;
+  totalCost: number;
+  systemUptime: number;
+}
+
+class AdminService {
+  private readonly ADMIN_EMAIL = 'jpressnell@bluepointcapital.com';
+
+  /**
+   * Check if current user is admin
+   */
+  isAdmin(userEmail?: string): boolean {
+    return userEmail === this.ADMIN_EMAIL;
+  }
+
+  /**
+   * Get all users (admin only)
+   */
+  async getUsers(): Promise<AdminUser[]> {
+    const response = await apiClient.get('/admin/users');
+    return response.data.users;
+  }
+
+  /**
+   * Get user activity statistics (admin only)
+   */
+  async getUserActivity(): Promise<UserActivity[]> {
+    const response = await apiClient.get('/admin/user-activity');
+    return response.data.activity;
+  }
+
+  /**
+   * Get system metrics (admin only)
+   */
+  async getSystemMetrics(): Promise<SystemMetrics> {
+    const response = await apiClient.get('/admin/system-metrics');
+    return response.data.metrics;
+  }
+
+  /**
+   * Get enhanced analytics (admin only)
+   */
+  async getEnhancedAnalytics(days: number = 30): Promise<any> {
+    const response = await apiClient.get(`/admin/enhanced-analytics?days=${days}`);
+    return response.data;
+  }
+
+  /**
+   * Get weekly summary report (admin only)
+   */
+  async getWeeklySummary(): Promise<any> {
+    const response = await apiClient.get('/admin/weekly-summary');
+    return response.data;
+  }
+
+  /**
+   * Send weekly summary email (admin only)
+   */
+  async sendWeeklySummaryEmail(): Promise<void> {
+    await apiClient.post('/admin/send-weekly-summary');
+  }
+}
+
+export const adminService = new AdminService();