2023-11-03 Dealita Task - Arvids

 

Github: https://github.com/asya-ai/dealita-web.git

Figma designs: https://www.figma.com/file/otsnFLmux4UxBdZ2WpoJRC/Dealita?type=design&node-id=752-4791&mode=design&t=W1KUxpZ2R2Tlr21R-0

 

Loģika sistēmai šāda:

  1. Investors izveido checklist (atlases kritērijus uzņēmumiem)

  2. Investors augšupielādē uzņēmuma pitchdeck prezentāciju (vai ielādē no email/api)

  3. Sistēma ar mūsu AI API salīdzina vai atbilst kritērijiem iedot scores

    1. Tas viss notiek fonā workers nevis tad, kad uzspiež no web formas

  4. ja trūkst info automātiski no email savāc

  5. galā report

 

⚠️ Tavs pirmais uzdevums, ka atverot Deal parādās šādi jautājumu atbildes no tabulas checklist_answers (implementēt pēc shēmas kā dokumentācija) - Dummy Deals, kas tur ir DB ievadīti, uztaisīt dummy checklist_answers, vēlāk to workeris aizpildīs -

aprēķins deals.progress = len(checklist_answers) / len(checklist_questions) konkrētā deal ietvaros.

aprēķins deals.match_score = len(checklist_answers if YES answer) / len(checklist_questions) konkrētā deal ietvaros.

Visiem jautājumiem ir tikai BOOL yes/no answers

Stingri ievērot Model View Controller principu kā tas līdz šim ir ievērots projektā - datubāzes piekļuvei izmantojam ORM (Object Realitonal Mapping) ar sqlalchemy un ControllerDatabase.py un Model clases.

Aprēķinus veicam controller klases (attiecīgajās)

Zīmējam visu view classes

 

image-20231103105245751

 

Documentation

Database structure

Database access (postgreSQL - use PyCharm Database Addon to edit)

h: 54.91.118.112 d: dealita_v1 u: dealita_v1 p: JixB30tN4bCqLN9gfxmP

image-20230922235309793

 

 

Priekš activity_type (PitchDeckUpload, etc.), deal_state (Active, Processing, GatheringInfo, Disqualified, Cancelled, Qualified ) , evidence_type(PitchDeck, Email) vajag izveidot Enum classes str based. By default viena user_companies jāievada Dealita

 

1 to N
1 to N
1 to N
1 to N
1 to N (but initally 1 to 1!)
1 to N
1 to N
1 to N
1 to 1
1 to 1
user_companies
user_company_id: PK
company_uuid: varchar[512]
company_name: varchar[512]
created: timestamp NOW
modified: timestamp NOW
users
user_id: PK
user_company_id: FK
user_uuid: varchar[512]
user_email: varchar[512]
password: char[64]
created: timestamp NOW
modified: timestamp NOW
deals_files
deals_file_id: PK
file_uuid: varchar[512]
file_original_name: varchar[512]
created: timestamp NOW
modified: timestamp NOW
deals
deal_id: PK
user_company_id: FK
user_id: FK
deal_uuid: varchar[512]
deal_company: varchar[512]
deal_email: varchar[512]
deal_founder_name: varchar[512]
deal_founder_surname: varchar[512]
deal_state: varchar[64]
created: timestamp NOW
modified: timestamp NOW
checklist_in_deals
checklist_in_deals_id: PK
checklist_id: FK
deal_id: FK
created: timestamp NOW
modified: timestamp NOW
checklists
checklist_id: PK
user_company_id: FK
user_id: FK
checklist_uuid: varchar[512]
checklist_name: varchar[512]
checklist_days_to_wait: int
checklist_max_emails_sent: int
checklist_minimal_theshold: float
checklist_stats_avg_match_score: float
created: timestamp NOW
modified: timestamp NOW
checklist_questions
checklist_question_id: PK
checklist_id: FK
question_text: text
question_is_critical: bool
question_stats_avg_match_score: float
created: timestamp NOW
modified: timestamp NOW
checklist_answers
checklist_answer_id: PK
checklist_question_id: FK
deal_id: FK
is_match: bool
evidence_type: varchar[512]
created: timestamp NOW
modified: timestamp NOW
audit_trail
audit_trail_id: PK
user_id: FK| NULL
deal_id: FK| NULL
checklist_id: FK| NULL
checklist_answer_id: PK | NULL
activity_type: varchar[512]
activity_content: text
created: timestamp NOW

 

Login window

image-20230922232828078

^ Sakodēt visus links un designs, bet lai strādā tikai Login un parāda, ja kļīuda

Checklist new/edit

! Visos URLs lietod UUIDs nevis IDs

Jābūt checkbox pie katra question “Is critical”

Apakšā pagaidām noņemam “Add from suggestions”

image-20230922234409669

Deals new/edit

image-20230922233638144

Checklist overview

Apmēram šādi kā zemāk parādīts - jārāda average match score no visiem deals, kas piesaistīti katrai checklist

uz “…” spiežot parādās “Edit” “Delete”

 

Deals overview

image-20230922233133706

Deal opened (view mode)

image-20230922233601512

SCSS compiling

Nerakstam tīrā veidā CSS, lietotjam PyCharm SCSS compiler

image-20231103105505842