# CIM Review PDF Template ## HTML Template for Professional CIM Review Reports ### 🎯 Overview This document contains the HTML template used by the PDF Generation Service to create professional CIM Review reports. The template includes comprehensive styling and structure for generating high-quality PDF documents. --- ## 📄 HTML Template ```html CIM Review Report

CIM Review Report

Professional Investment Analysis

Generated on ${new Date().toLocaleDateString()}
at ${new Date().toLocaleTimeString()}
``` --- ## 🎨 CSS Styling Features ### **Design System** - **CSS Variables**: Centralized design tokens for consistency - **Modern Color Palette**: Professional grays, blues, and accent colors - **Typography**: System font stack for optimal rendering - **Spacing**: Consistent spacing using design tokens ### **Typography** - **Font Stack**: -apple-system, system-ui, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif - **Line Height**: 1.45 for optimal readability - **Font Sizes**: 8.5pt to 24pt range for hierarchy - **Color Scheme**: Professional grays and modern blue accent ### **Layout** - **Page Size**: A4 with 0.75in margins - **Container**: Max-width 940px for optimal reading - **Flexbox Layout**: Modern responsive design - **Section Spacing**: 28px between sections with 4px gaps ### **Visual Elements** #### **Headers** - **Main Title**: 24pt with underline accent in primary color - **Section Headers**: 18pt with icons and flexbox layout - **Subsection Headers**: 13pt for organization #### **Content Sections** - **Background**: White with subtle borders and shadows - **Border Radius**: 10px for modern appearance - **Box Shadows**: Sophisticated shadow with 12px blur - **Padding**: 22px horizontal, 24px vertical for comfortable reading - **Page Break**: Avoid page breaks within sections #### **Fields** - **Layout**: Flexbox with label-value pairs - **Labels**: 9pt uppercase with letter spacing (180px width) - **Values**: 11pt standard text (flexible width) - **Spacing**: 12px gap between label and value #### **Financial Tables** - **Header**: Primary color background with white text - **Rows**: Alternating colors for easy scanning - **Hover Effects**: Subtle highlighting on hover - **Typography**: 10pt for table content, 9pt for headers #### **Special Boxes** - **Summary Box**: Light blue background for key information - **Highlight Box**: Light orange background for important notes - **Success Box**: Light green background for positive indicators - **Consistent**: 8px border radius and 16px padding --- ## 📋 Section Structure ### **Report Sections** 1. **Deal Overview** 📊 2. **Business Description** 🏢 3. **Market & Industry Analysis** 📈 4. **Financial Summary** 💰 5. **Management Team Overview** 👥 6. **Preliminary Investment Thesis** 🎯 7. **Key Questions & Next Steps** ❓ ### **Data Handling** - **Simple Fields**: Direct text display - **Nested Objects**: Structured field display - **Financial Data**: Tabular format with periods - **Arrays**: List format when applicable --- ## 🔧 Template Variables ### **Dynamic Content** - `${new Date().toLocaleDateString()}` - Current date - `${new Date().toLocaleTimeString()}` - Current time - `${section.icon}` - Section emoji icons - `${section.title}` - Section titles - `${this.formatFieldName(key)}` - Formatted field names - `${value}` - Field values ### **Financial Table Structure** ```html
Period Revenue Growth EBITDA Margin
FY3 ${data?.revenue || '-'} ${data?.revenueGrowth || '-'} ${data?.ebitda || '-'} ${data?.ebitdaMargin || '-'}
``` --- ## 🎯 Usage in Code ### **Template Integration** ```typescript // In pdfGenerationService.ts private generateCIMReviewHTML(analysisData: any): string { const sections = [ { title: 'Deal Overview', data: analysisData.dealOverview, icon: '📊' }, { title: 'Business Description', data: analysisData.businessDescription, icon: '🏢' }, // ... additional sections ]; // Generate HTML with template let html = `...`; sections.forEach(section => { if (section.data) { html += `

${section.icon}${section.title}

`; // Process section data html += `
`; } }); return html; } ``` ### **PDF Generation** ```typescript async generateCIMReviewPDF(analysisData: any): Promise { const html = this.generateCIMReviewHTML(analysisData); const page = await this.getPage(); await page.setContent(html, { waitUntil: 'networkidle0' }); const pdfBuffer = await page.pdf({ format: 'A4', printBackground: true, margin: { top: '0.75in', right: '0.75in', bottom: '0.75in', left: '0.75in' } }); this.releasePage(page); return pdfBuffer; } ``` --- ## 🚀 Customization Options ### **Design System Customization** - **CSS Variables**: Update `:root` variables for consistent theming - **Color Palette**: Modify primary, success, highlight, and summary colors - **Typography**: Change font stack and sizing - **Spacing**: Adjust margins, padding, and gaps using design tokens ### **Styling Modifications** - **Colors**: Update CSS variables for brand colors - **Fonts**: Change font-family for different styles - **Layout**: Adjust margins, padding, and spacing - **Effects**: Modify shadows, borders, and visual effects ### **Content Structure** - **Sections**: Add or remove report sections - **Fields**: Customize field display formats - **Tables**: Modify financial table structure - **Icons**: Change section icons and styling ### **Branding** - **Header**: Update company name and logo - **Footer**: Modify footer content and styling - **Colors**: Implement brand color scheme - **Typography**: Use brand fonts --- ## 📊 Performance Considerations ### **Optimization Features** - **CSS Variables**: Efficient design token system - **Font Loading**: System fonts for fast rendering - **Image Handling**: No external images for reliability - **Print Optimization**: Print-specific CSS rules - **Flexbox Layout**: Modern, efficient layout system ### **Browser Compatibility** - **Puppeteer**: Optimized for headless browser rendering - **CSS Support**: Modern CSS features for visual appeal - **Fallbacks**: Graceful degradation for older browsers - **Print Support**: Print-friendly styling --- This HTML template provides a professional, visually appealing foundation for CIM Review PDF generation, with comprehensive styling and flexible content structure.