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Bid Scrape and Tracking Application with AI Capability

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Bid-Sentinel / bid-sentinel-v2 / backend / app / intelligence.py 10865 B · main
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"""Analyst intelligence: aggregate the per-opportunity assessments to surface
capability/certification gaps, buyer profiles, win/loss patterns, trends, and
data-driven sales angles. Pure functions over ORM Tender rows (no DB access)."""
from __future__ import annotations

from collections import Counter, defaultdict
from datetime import datetime, timedelta, timezone

from app.analysis import find_terms
from app.scraper.keywords import CYBER_KEYWORDS


def _aware(dt):
    """Coerce a datetime to timezone-aware (assume UTC) for safe comparisons."""
    if dt is None:
        return None
    return dt if dt.tzinfo else dt.replace(tzinfo=timezone.utc)


def management_stats(tenders) -> dict:
    """Pipeline KPIs for the management summary. Mirrors the dashboard rules:
    a Lost bid leaves the Bidding count and the pipeline value."""
    now = datetime.now(timezone.utc)
    in14 = now + timedelta(days=14)

    open_now = bidding = closing_soon = 0
    pipeline = won = lost = won_value = 0.0
    by_status: dict[str, list] = {"Pending": [0, 0.0], "Bid": [0, 0.0], "No Bid": [0, 0.0]}

    for t in tenders:
        close = _aware(t.closing_date)
        is_lost = t.outcome == "Lost"
        val = t.value_amount or 0
        if close and close > now:
            open_now += 1
        if close and now <= close <= in14:
            closing_soon += 1
        if t.bid_status == "Bid" and not is_lost:
            bidding += 1
        if not is_lost:
            pipeline += val
        if t.outcome == "Won":
            won += 1
            won_value += val
        if is_lost:
            lost += 1
        key = t.bid_status.value if hasattr(t.bid_status, "value") else str(t.bid_status)
        if key in by_status:
            by_status[key][0] += 1
            by_status[key][1] += val

    decided = won + lost
    return {
        "total": len(tenders),
        "open": open_now,
        "bidding": bidding,
        "closing_soon": closing_soon,
        "pipeline_value": round(pipeline),
        "won": int(won),
        "lost": int(lost),
        "won_value": round(won_value),
        "win_rate": round(100 * won / decided) if decided else None,
        "by_status": [
            {"label": k, "count": v[0], "value": round(v[1])} for k, v in by_status.items()
        ],
    }


def bidding_opportunities(tenders, limit: int = 15) -> list[dict]:
    """Opportunities actively being bid on (status Bid, not yet Lost), by value."""
    active = [t for t in tenders if t.bid_status == "Bid" and t.outcome != "Lost"]
    active.sort(key=lambda t: (t.value_amount or 0), reverse=True)
    out = []
    for t in active[:limit]:
        close = _aware(t.closing_date)
        out.append(
            {
                "title": t.title or "Untitled",
                "buyer": (t.buyer or "").strip() or "Unknown buyer",
                "value": round(t.value_amount or 0),
                "closing": close.strftime("%d %b %Y") if close else "—",
                "fit": t.fit_score,
                "outcome": t.outcome,
            }
        )
    return out


def demand_vocabulary(custom_keywords: list[str]) -> list[str]:
    """Terms that represent market demand (built-in cyber list + custom keywords)."""
    seen, vocab = set(), []
    for term in [*CYBER_KEYWORDS, *custom_keywords]:
        if term.lower() not in seen:
            seen.add(term.lower())
            vocab.append(term)
    return vocab


def capability_gaps(tenders, capability_terms: list[str], demand_vocab: list[str]) -> list[dict]:
    """In-demand service terms appearing across opportunities that you don't offer."""
    profile = {t.lower() for t in capability_terms}
    counts: dict[str, list] = defaultdict(lambda: [0, 0.0])
    for t in tenders:
        text = f"{t.title or ''} {t.description or ''}"
        for term in find_terms(text, demand_vocab):
            if term.lower() in profile:
                continue
            counts[term][0] += 1
            counts[term][1] += t.value_amount or 0
    items = [
        {"term": k, "opportunities": v[0], "total_value": round(v[1])}
        for k, v in counts.items()
    ]
    items.sort(key=lambda x: (-x["opportunities"], -x["total_value"]))
    return items


def cert_gaps(tenders, accreditations_held: list[str]) -> list[dict]:
    """Certifications/clearances required across opportunities, flagged held/gap."""
    held = {a.lower() for a in accreditations_held}
    counts: Counter = Counter()
    for t in tenders:
        for cert in (t.required_certs or "").split(", "):
            cert = cert.strip()
            if cert:
                counts[cert] += 1
    total = len(tenders) or 1
    items = [
        {
            "name": name,
            "required_count": cnt,
            "demand_pct": round(100 * cnt / total),
            "held": name.lower() in held,
        }
        for name, cnt in counts.items()
    ]
    items.sort(key=lambda x: -x["required_count"])
    return items


def buyer_profiles(tenders, limit: int = 25) -> list[dict]:
    groups: dict[str, list] = defaultdict(list)
    for t in tenders:
        buyer = (t.buyer or "").strip()
        if buyer:
            groups[buyer].append(t)

    out = []
    for buyer, ts in groups.items():
        vals = [x.value_amount for x in ts if x.value_amount]
        fits = [x.fit_score for x in ts if x.fit_score is not None]
        won = sum(1 for x in ts if x.outcome == "Won")
        lost = sum(1 for x in ts if x.outcome == "Lost")
        bidding = sum(1 for x in ts if x.bid_status == "Bid")
        services = Counter(x.matched_keyword for x in ts if x.matched_keyword)
        certs: Counter = Counter()
        for x in ts:
            for c in (x.required_certs or "").split(", "):
                if c.strip():
                    certs[c.strip()] += 1
        out.append(
            {
                "buyer": buyer,
                "opportunities": len(ts),
                "total_value": round(sum(vals)),
                "avg_fit": round(sum(fits) / len(fits)) if fits else None,
                "won": won,
                "lost": lost,
                "bidding": bidding,
                # A "target" = value in play but no engagement yet.
                "is_target": bidding == 0 and won == 0 and len(ts) >= 2,
                "top_services": [s for s, _ in services.most_common(3)],
                "top_certs": [c for c, _ in certs.most_common(3)],
            }
        )
    out.sort(key=lambda x: (-x["total_value"], -x["opportunities"]))
    return out[:limit]


def _band(items: dict[str, list]) -> list[dict]:
    bands = []
    for label, (w, l) in items.items():
        bands.append(
            {"label": label, "won": w, "lost": l, "win_rate": round(100 * w / (w + l)) if (w + l) else None}
        )
    return bands


def win_loss(tenders) -> dict:
    won = sum(1 for t in tenders if t.outcome == "Won")
    lost = sum(1 for t in tenders if t.outcome == "Lost")
    decided = won + lost

    by_service: dict[str, list] = defaultdict(lambda: [0, 0])
    fit_bands: dict[str, list] = {
        "High (70-100)": [0, 0],
        "Medium (40-69)": [0, 0],
        "Low (0-39)": [0, 0],
    }
    for t in tenders:
        if t.outcome not in ("Won", "Lost"):
            continue
        is_won = t.outcome == "Won"
        svc = t.matched_keyword or "Other"
        by_service[svc][0 if is_won else 1] += 1
        if t.fit_score is not None:
            band = "High (70-100)" if t.fit_score >= 70 else "Medium (40-69)" if t.fit_score >= 40 else "Low (0-39)"
            fit_bands[band][0 if is_won else 1] += 1

    by_service_list = _band(by_service)
    by_service_list.sort(key=lambda x: -(x["won"] + x["lost"]))
    return {
        "overall_win_rate": round(100 * won / decided) if decided else None,
        "won": won,
        "lost": lost,
        "by_service": by_service_list[:8],
        "by_fit": _band(fit_bands),
    }


def trends(tenders) -> list[dict]:
    monthly: dict[str, list] = defaultdict(lambda: [0, 0.0])
    for t in tenders:
        d = t.published_date or t.closing_date
        if not d:
            continue
        key = f"{d.year}-{d.month:02d}"
        monthly[key][0] += 1
        monthly[key][1] += t.value_amount or 0
    return [
        {"label": k, "count": monthly[k][0], "value": round(monthly[k][1])}
        for k in sorted(monthly)
    ]


def summary(tenders, capability_terms, demand_vocab, accreditations_held) -> dict:
    wl = win_loss(tenders)
    gaps = capability_gaps(tenders, capability_terms, demand_vocab)
    certs = cert_gaps(tenders, accreditations_held)
    targets = [b for b in buyer_profiles(tenders) if b["is_target"]]
    pipeline = sum(t.value_amount or 0 for t in tenders)
    return {
        "opportunities": len(tenders),
        "pipeline_value": round(pipeline),
        "win_rate": wl["overall_win_rate"],
        "capability_gaps": len(gaps),
        "cert_gaps": sum(1 for c in certs if not c["held"]),
        "target_buyers": len(targets),
    }


def _fmt_money(v) -> str:
    v = v or 0
    if v >= 1_000_000:
        return f{v / 1_000_000:.1f}M"
    if v >= 1_000:
        return f{round(v / 1_000)}k"
    return f{round(v)}"


def deterministic_angle(buyer: dict, accreditations_held: list[str]) -> str:
    held = {a.lower() for a in accreditations_held}
    missing = [c for c in buyer["top_certs"] if c.lower() not in held]
    n = buyer["opportunities"]
    parts = [
        f"{buyer['buyer']} has {n} tracked cyber opportunit{'ies' if n != 1 else 'y'} "
        f"worth {_fmt_money(buyer['total_value'])}"
    ]
    if buyer["avg_fit"] is not None:
        parts[0] += f" at {buyer['avg_fit']}% average fit"
    if buyer["is_target"]:
        parts[0] += ", with no bids from you yet"
    lead = ", ".join(buyer["top_services"][:2]) if buyer["top_services"] else "your core services"
    angle = f"{parts[0]}. Lead with {lead}"
    if missing:
        angle += f". Gap to close: {', '.join(missing)} required but not held — partner or note as roadmap"
    return angle + "."


def angle_context(buyer: dict, capability_terms: list[str], accreditations_held: list[str]) -> str:
    """Compact context string handed to the AI for a narrative angle."""
    return (
        f"Client organisation: {buyer['buyer']}\n"
        f"Tracked opportunities: {buyer['opportunities']} (value {_fmt_money(buyer['total_value'])})\n"
        f"Average fit: {buyer['avg_fit']}\n"
        f"Our engagement: {buyer['bidding']} bids, {buyer['won']} won, {buyer['lost']} lost\n"
        f"Most-requested services: {', '.join(buyer['top_services']) or 'n/a'}\n"
        f"Most-requested certifications: {', '.join(buyer['top_certs']) or 'n/a'}\n"
        f"Our capabilities: {', '.join(capability_terms) or 'n/a'}\n"
        f"Certifications we hold: {', '.join(accreditations_held) or 'none listed'}"
    )