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Bid Scrape and Tracking Application with AI Capability

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Bid-Sentinel / bid-sentinel-v2 / backend / app / reports.py 10572 B · main
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"""Server-side PDF generation for the analyst Intelligence Report (reportlab)."""
from __future__ import annotations

import io
from datetime import datetime, timezone

from reportlab.lib import colors
from reportlab.lib.enums import TA_CENTER
from reportlab.lib.pagesizes import A4
from reportlab.lib.styles import ParagraphStyle, getSampleStyleSheet
from reportlab.lib.units import cm
from reportlab.platypus import (
    HRFlowable,
    Paragraph,
    SimpleDocTemplate,
    Spacer,
    Table,
    TableStyle,
)

BRAND = colors.HexColor("#0b3d91")
GREY = colors.HexColor("#475569")
GREEN = colors.HexColor("#15803d")
RED = colors.HexColor("#b91c1c")

_ss = getSampleStyleSheet()
_title = ParagraphStyle("t", parent=_ss["Title"], textColor=BRAND, fontSize=20, spaceAfter=2)
_sub = ParagraphStyle("s", parent=_ss["Normal"], textColor=GREY, fontSize=10, alignment=TA_CENTER, spaceAfter=12)
_h1 = ParagraphStyle("h1", parent=_ss["Heading1"], textColor=BRAND, fontSize=13, spaceBefore=12, spaceAfter=5)
_body = ParagraphStyle("b", parent=_ss["Normal"], fontSize=9.5, leading=14, spaceAfter=4)
_small = ParagraphStyle("sm", parent=_ss["Normal"], fontSize=8, textColor=GREY)


def _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 _table(rows, widths, aligns=None):
    t = Table(rows, colWidths=widths, hAlign="LEFT")
    style = [
        ("BACKGROUND", (0, 0), (-1, 0), BRAND),
        ("TEXTCOLOR", (0, 0), (-1, 0), colors.white),
        ("FONTNAME", (0, 0), (-1, 0), "Helvetica-Bold"),
        ("FONTSIZE", (0, 0), (-1, -1), 8.5),
        ("ROWBACKGROUNDS", (0, 1), (-1, -1), [colors.white, colors.HexColor("#f1f5f9")]),
        ("GRID", (0, 0), (-1, -1), 0.4, colors.HexColor("#cbd5e1")),
        ("VALIGN", (0, 0), (-1, -1), "MIDDLE"),
        ("TOPPADDING", (0, 0), (-1, -1), 3.5),
        ("BOTTOMPADDING", (0, 0), (-1, -1), 3.5),
        ("LEFTPADDING", (0, 0), (-1, -1), 6),
    ]
    for col, align in (aligns or {}).items():
        style.append(("ALIGN", (col, 0), (col, -1), align))
    t.setStyle(TableStyle(style))
    return t


def build_management_summary(stats, bidding_list, capability_gaps, cert_gaps) -> bytes:
    """Concise executive pipeline report: what's tracked, open and being bid on,
    plus the capability and certification/clearance gaps."""
    buf = io.BytesIO()
    doc = SimpleDocTemplate(
        buf, pagesize=A4,
        leftMargin=1.8 * cm, rightMargin=1.8 * cm, topMargin=1.6 * cm, bottomMargin=1.6 * cm,
        title="Bid Sentinel - Management Summary", author="Bid Sentinel",
    )
    story = []
    story.append(Paragraph("Management Summary", _title))
    story.append(Paragraph(
        f"Bid Sentinel • generated {datetime.now(timezone.utc).strftime('%d %b %Y %H:%M UTC')}", _sub))
    story.append(HRFlowable(width="100%", thickness=1.5, color=BRAND, spaceAfter=8))

    # Pipeline KPIs
    story.append(Paragraph("Pipeline at a glance", _h1))
    wr = "—" if stats["win_rate"] is None else f"{stats['win_rate']}%"
    story.append(_table(
        [["Tracked", "Open", "Being bid on", "Pipeline value", "Closing ≤14d", "Win rate", "Value won"],
         [str(stats["total"]), str(stats["open"]), str(stats["bidding"]),
          _money(stats["pipeline_value"]), str(stats["closing_soon"]), wr, _money(stats["won_value"])]],
        [2.1 * cm, 1.6 * cm, 2.4 * cm, 2.9 * cm, 2.4 * cm, 1.9 * cm, 2.3 * cm],
    ))
    story.append(Paragraph(
        "Pipeline value and the ‘being bid on’ count exclude opportunities "
        "already marked Lost.", _small))
    story.append(Spacer(1, 0.3 * cm))

    # Pipeline by bid status
    story.append(Paragraph("Pipeline by bid status", _h1))
    rows = [["Bid status", "Opportunities", "Value"]]
    for s in stats["by_status"]:
        rows.append([s["label"], str(s["count"]), _money(s["value"])])
    story.append(_table(rows, [6 * cm, 4 * cm, 4 * cm], aligns={1: "CENTER", 2: "RIGHT"}))
    story.append(Spacer(1, 0.3 * cm))

    # Opportunities being bid on
    story.append(Paragraph("Opportunities being bid on", _h1))
    rows = [["Opportunity", "Client", "Value", "Closing", "Fit"]]
    for b in bidding_list:
        rows.append([
            b["title"][:60], b["buyer"][:34], _money(b["value"]), b["closing"],
            "—" if b["fit"] is None else f"{b['fit']}%",
        ])
    if len(rows) == 1:
        rows.append(["No opportunities are currently marked as being bid on.", "", "", "", ""])
    story.append(_table(rows, [6.2 * cm, 3.6 * cm, 2 * cm, 2.2 * cm, 1.4 * cm],
                        aligns={2: "RIGHT", 3: "CENTER", 4: "CENTER"}))
    story.append(Spacer(1, 0.3 * cm))

    # Capability gaps
    story.append(Paragraph("Capability gaps — in-demand services not in your profile", _h1))
    rows = [["In-demand capability", "Opps", "Total value"]]
    for g in capability_gaps[:10]:
        rows.append([g["term"], str(g["opportunities"]), _money(g["total_value"])])
    if len(rows) == 1:
        rows.append(["No gaps detected — your profile covers all tracked demand.", "", ""])
    story.append(_table(rows, [9.5 * cm, 2 * cm, 4 * cm], aligns={1: "CENTER", 2: "RIGHT"}))
    story.append(Spacer(1, 0.3 * cm))

    # Cert / clearance gaps
    story.append(Paragraph("Certifications & clearances — demand vs held", _h1))
    rows = [["Requirement", "Required in", "Demand", "Status"]]
    for c in cert_gaps[:12]:
        rows.append([c["name"], f"{c['required_count']} opps", f"{c['demand_pct']}%",
                     "Held" if c["held"] else "GAP"])
    if len(rows) == 1:
        rows.append(["No certifications detected across opportunities.", "", "", ""])
    story.append(_table(rows, [7 * cm, 3 * cm, 2.5 * cm, 3 * cm],
                        aligns={1: "CENTER", 2: "CENTER", 3: "CENTER"}))

    story.append(Spacer(1, 0.4 * cm))
    story.append(HRFlowable(width="100%", thickness=0.75, color=colors.HexColor("#cbd5e1"), spaceAfter=4))
    story.append(Paragraph(
        "Generated by Bid Sentinel. Figures reflect tracked opportunities at generation time.",
        _small))

    doc.build(story)
    return buf.getvalue()


def build_intelligence_report(summary, capability_gaps, cert_gaps, buyers, winloss, angles) -> bytes:
    buf = io.BytesIO()
    doc = SimpleDocTemplate(
        buf, pagesize=A4,
        leftMargin=1.8 * cm, rightMargin=1.8 * cm, topMargin=1.6 * cm, bottomMargin=1.6 * cm,
        title="Bid Sentinel - Intelligence Report", author="Bid Sentinel",
    )
    story = []
    story.append(Paragraph("Intelligence Report", _title))
    story.append(Paragraph(
        f"Bid Sentinel • generated {datetime.now(timezone.utc).strftime('%d %b %Y %H:%M UTC')}", _sub))
    story.append(HRFlowable(width="100%", thickness=1.5, color=BRAND, spaceAfter=8))

    # Executive summary
    story.append(Paragraph("Executive summary", _h1))
    wr = "—" if summary["win_rate"] is None else f"{summary['win_rate']}%"
    story.append(_table(
        [["Opportunities", "Pipeline value", "Win rate", "Capability gaps", "Cert gaps", "Target buyers"],
         [str(summary["opportunities"]), _money(summary["pipeline_value"]), wr,
          str(summary["capability_gaps"]), str(summary["cert_gaps"]), str(summary["target_buyers"])]],
        [2.6 * cm, 2.9 * cm, 2 * cm, 3 * cm, 2.3 * cm, 2.8 * cm],
    ))
    story.append(Spacer(1, 0.3 * cm))

    # Capability gaps
    story.append(Paragraph("Capability gaps — in-demand services you don't cover", _h1))
    rows = [["In-demand capability", "Opps", "Total value"]]
    for g in capability_gaps[:12]:
        rows.append([g["term"], str(g["opportunities"]), _money(g["total_value"])])
    if len(rows) == 1:
        rows.append(["No gaps detected — your profile covers all tracked demand.", "", ""])
    story.append(_table(rows, [9.5 * cm, 2 * cm, 4 * cm], aligns={1: "CENTER", 2: "RIGHT"}))

    # Cert / clearance gaps
    story.append(Paragraph("Certifications & clearances — demand vs held", _h1))
    rows = [["Requirement", "Required in", "Demand", "Status"]]
    for c in cert_gaps[:14]:
        rows.append([c["name"], f"{c['required_count']} opps", f"{c['demand_pct']}%", "Held" if c["held"] else "GAP"])
    if len(rows) == 1:
        rows.append(["No certifications detected across opportunities.", "", "", ""])
    story.append(_table(rows, [7 * cm, 3 * cm, 2.5 * cm, 3 * cm], aligns={1: "CENTER", 2: "CENTER", 3: "CENTER"}))

    # Top target buyers
    story.append(Paragraph("Top target buyers", _h1))
    rows = [["Client organisation", "Opps", "Value", "Avg fit", "Top services"]]
    for b in [x for x in buyers if x["is_target"]][:12] or buyers[:12]:
        rows.append([
            b["buyer"], str(b["opportunities"]), _money(b["total_value"]),
            "—" if b["avg_fit"] is None else f"{b['avg_fit']}%",
            ", ".join(b["top_services"][:2]) or "—",
        ])
    story.append(_table(rows, [5.5 * cm, 1.6 * cm, 2 * cm, 1.9 * cm, 4.5 * cm],
                        aligns={1: "CENTER", 2: "RIGHT", 3: "CENTER"}))

    # Win/loss
    story.append(Paragraph("Win / loss intelligence", _h1))
    owr = "—" if winloss["overall_win_rate"] is None else f"{winloss['overall_win_rate']}%"
    story.append(Paragraph(
        f"Overall win rate <b>{owr}</b> ({winloss['won']} won, {winloss['lost']} lost). By fit band:", _body))
    rows = [["Fit band", "Won", "Lost", "Win rate"]]
    for band in winloss["by_fit"]:
        rows.append([band["label"], str(band["won"]), str(band["lost"]),
                     "—" if band["win_rate"] is None else f"{band['win_rate']}%"])
    story.append(_table(rows, [5 * cm, 2 * cm, 2 * cm, 2.5 * cm], aligns={1: "CENTER", 2: "CENTER", 3: "CENTER"}))

    # Sales angles
    story.append(Paragraph("Recommended sales angles", _h1))
    if not angles:
        story.append(Paragraph("No target buyers identified yet.", _body))
    for a in angles:
        story.append(Paragraph(f"<b>{a['subject']}</b> <font size=7 color='#64748b'>({a['source']})</font>", _body))
        story.append(Paragraph(a["angle"], _body))
        story.append(Spacer(1, 0.15 * cm))

    story.append(Spacer(1, 0.4 * cm))
    story.append(HRFlowable(width="100%", thickness=0.75, color=colors.HexColor("#cbd5e1"), spaceAfter=4))
    story.append(Paragraph(
        "Generated by Bid Sentinel from tracked opportunity assessments. Figures reflect data captured at generation time.",
        _small))

    doc.build(story)
    return buf.getvalue()