CIAgent/apps/api/app/services/report_service.py

"""Generates and persists a company's CI report from accumulated evidence.

Evidence gathering happens here, not inside the LLM prompt module - the
model only ever sees data this pipeline actually collected (recent
SourceDocuments + DetectedChanges), so it cannot introduce facts we never
stored. See app/prompts/report_generation.py for the schema/prompt itself.
"""

from __future__ import annotations

import uuid
from datetime import UTC, datetime

from sqlalchemy import select
from sqlalchemy.ext.asyncio import AsyncSession

from app.analysis.llm.base import LLMProvider
from app.core.config import Settings
from app.core.errors import NotFoundError
from app.models.company import Company
from app.models.detected_change import DetectedChange
from app.models.enums import EnrichmentStatus, ReportType, SourceStatus
from app.models.report import Report
from app.models.source import Source
from app.models.source_document import SourceDocument
from app.prompts.report_generation import generate_report
from app.repositories.company_enrichment_repository import CompanyEnrichmentRepository
from app.repositories.report_repository import ReportRepository
from app.services import company_service
from app.services.report_markdown import render_report_markdown

_MAX_DOCUMENTS = 40
_MAX_CHANGES = 20


async def _gather_documents(db: AsyncSession, company_id: uuid.UUID) -> list[dict]:
    result = await db.execute(
        select(SourceDocument, Source.source_type)
        .join(Source, Source.id == SourceDocument.source_id)
        .where(SourceDocument.company_id == company_id)
        .order_by(SourceDocument.retrieved_date.desc())
        .limit(_MAX_DOCUMENTS)
    )
    return [
        {
            "id": str(doc.id),
            "title": doc.title,
            "url": doc.url,
            "excerpt": doc.content_text[:500],
            "source_type": source_type.value,
            "retrieved_date": doc.retrieved_date.isoformat(),
        }
        for doc, source_type in result.all()
    ]


async def _gather_changes(db: AsyncSession, company_id: uuid.UUID) -> list[dict]:
    result = await db.execute(
        select(DetectedChange)
        .where(DetectedChange.company_id == company_id)
        .order_by(DetectedChange.created_at.desc())
        .limit(_MAX_CHANGES)
    )
    return [
        {
            "id": str(c.id),
            "summary": c.summary,
            "change_type": c.change_type.value,
            "severity": c.severity.value,
            "confidence_score": c.confidence_score,
            "created_at": c.created_at.isoformat(),
        }
        for c in result.scalars().all()
    ]


async def _gather_failed_source_names(db: AsyncSession, company_id: uuid.UUID) -> list[str]:
    result = await db.execute(
        select(Source.name).where(
            Source.company_id == company_id, Source.status != SourceStatus.ACTIVE
        )
    )
    return list(result.scalars().all())


async def _gather_enrichment(db: AsyncSession, company_id: uuid.UUID) -> dict | None:
    enrichment = await CompanyEnrichmentRepository(db).get_for_company(company_id)
    if enrichment is None or enrichment.status == EnrichmentStatus.FAILED:
        return None
    return enrichment.data


def _model_name(settings: Settings, llm: LLMProvider) -> str:
    if llm.provider_name == "anthropic":
        return settings.anthropic_model
    if llm.provider_name == "ollama":
        return settings.ollama_model
    return "mock"


async def generate_and_persist_report(
    db: AsyncSession,
    settings: Settings,
    llm: LLMProvider,
    company: Company,
    *,
    report_type: ReportType,
    monitoring_run_id: uuid.UUID | None = None,
) -> Report:
    documents = await _gather_documents(db, company.id)
    changes = await _gather_changes(db, company.id)
    failed_sources = await _gather_failed_source_names(db, company.id)
    enrichment = await _gather_enrichment(db, company.id)

    content = await generate_report(
        llm,
        company_name=company.name,
        company_aliases=[a.alias for a in company.aliases],
        competitors=[c.name for c in company.competitors],
        monitoring_focus=company.monitoring_focus,
        industry=company.industry,
        documents=documents,
        detected_changes=changes,
        sources_failed=failed_sources,
        description=company.description,
        official_website=company.official_website,
        headquarters=company.headquarters,
        country=company.country,
        region=company.region,
        public_identifiers=company.public_identifiers,
        enrichment=enrichment,
    )

    generated_at = datetime.now(UTC)
    model_name = _model_name(settings, llm)
    markdown = render_report_markdown(
        content,
        company_name=company.name,
        generated_at=generated_at.isoformat(),
        model_provider=llm.provider_name,
        model_name=model_name,
        sources=[
            {"title": d["title"], "url": d["url"], "retrieved_date": d["retrieved_date"]}
            for d in documents
        ],
    )

    report = Report(
        company_id=company.id,
        monitoring_run_id=monitoring_run_id,
        report_type=report_type,
        title=f"{company.name} — Competitive Intelligence Report",
        executive_summary=content.executive_summary,
        structured_report=content.model_dump(mode="json"),
        markdown_content=markdown,
        model_provider=llm.provider_name,
        model_name=model_name,
    )
    db.add(report)
    await db.commit()
    await db.refresh(report)
    return report


async def list_reports(db: AsyncSession, user_id: uuid.UUID, company_id: uuid.UUID) -> list[Report]:
    await company_service.get_company(db, user_id, company_id)
    return await ReportRepository(db).list_for_company(company_id)


async def get_report(db: AsyncSession, user_id: uuid.UUID, report_id: uuid.UUID) -> Report:
    report = await ReportRepository(db).get(report_id)
    if report is None:
        raise NotFoundError("Report not found")
    await company_service.get_company(db, user_id, report.company_id)  # ownership check
    return report


async def generate_report_now(
    db: AsyncSession,
    settings: Settings,
    llm: LLMProvider,
    user_id: uuid.UUID,
    company_id: uuid.UUID,
) -> Report:
    company = await company_service.get_company(db, user_id, company_id)
    return await generate_and_persist_report(
        db, settings, llm, company, report_type=ReportType.MANUAL
    )