cim_summary/backend/src/services/csvExportService.ts

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;