Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed do eiusmod tempor incididunt ut " "labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris " "nisi ut aliquip ex ea commodo consequat.
" "Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla " "pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui " "officia deserunt mollit anim id est laborum.
" "Curabitur pretium tincidunt lacus. Nulla gravida orci a odio. Nullam varius, turpis eu lacinia " "dictum, libero mi faucibus purus, vitae placerat pede quam sed neque.
" "Additional context for UI testing: long prose exercises truncation, scroll regions, " "and typography in call detail, apply flows, and manager review screens.
" ) _LOREM_GUIDELINES = ( "Follow these steps to complete your submission:
" "Suspendisse vel felis. Ut lorem lorem, interdum eu, faucibus nec, rhoncus ut, sapien. Maecenas " "consequat vestibulum ligula. Integer placerat tristique quam.
" "Direct policy questions to your institutional grants office or the RUFORUM secretariat through " "official channels only.
" ) _LOREM_PROPOSAL = ( "Objectives
We aim to strengthen research capacity while delivering " "measurable outcomes for smallholder communities. Lorem ipsum dolor sit amet, consectetur " "adipiscing elit.
" "Methods
Mixed methods including surveys, focus groups, and participatory " "trials. Timeline: twelve months with quarterly checkpoints.
" "Expected impact
Improved adoption of climate-smart practices and peer-" "reviewed outputs. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris.
" ) def _html_rich_description(heading: str) -> str: return f"{heading}
{_LOREM_BODY}" def _html_rich_guidelines(heading: str) -> str: return f"{heading}
Read every section before you begin.
{_LOREM_GUIDELINES}" def _html_proposal(title: str) -> str: return f"{title}
{_LOREM_PROPOSAL}" # (description heading, guidelines heading) per seeded call slug — browser / Quill fixtures. CALL_RICH_HEADINGS: dict[str, tuple[str, str]] = { "demo-seed-call": ("Demo seed grant call — overview", "How to apply — demo seed call"), "e2e-pilot-call": ("Pilot cohort 2026 — resilience fund", "Application guidelines — pilot cohort"), "e2e-reviewer-call": ("E2E reviewer queue call", "Applicant instructions — reviewer queue E2E"), "e2e-eligibility-call": ("E2E eligibility — PhD required (automated screening)", "Guidelines — eligibility E2E"), "e2e-interview-call": ("E2E interview-before-award", "Guidelines — interview gate E2E"), "e2e-conflict-call": ("E2E reviewer recommendation conflict", "Guidelines — conflict resolution E2E"), "e2e-blind-call": ("E2E blind review call", "Guidelines — blind review E2E"), "e2e-po-screening-call": ("E2E programme officer screening call", "Guidelines — PO screening E2E"), } # first_name, last_name, phone (E.164-style, <=32 chars) DEMO_USER_IDENTITIES: dict[str, tuple[str, str, str]] = { "system.admin@demo.local": ("Linet", "Ssemwanga", "+256700000012"), "program.manager@demo.local": ("Samuel", "Kagoya", "+256700000013"), "program.director@demo.local": ("Juliet", "Achieng", "+254700000014"), "finance.director@demo.local": ("Moses", "Nabwire", "+256700000015"), # Phase 1 personas — SRS §5.1/§5.4 actors missing from the named-seed set. "finance.manager@demo.local": ("Aline", "Mukamana", "+250700000016"), "program.coordinator@demo.local": ("Brenda", "Nansubuga", "+256700000017"), "project.manager@demo.local": ("Mwangi", "Karanja", "+254700000018"), "programme.officer@demo.local": ("Halima", "Mwakasege", "+255700000019"), "grants.manager@demo.local": ("Nakato", "Mirembe", "+256700000001"), "reviewer@demo.local": ("James", "Okello", "+256700000002"), "reviewer2@demo.local": ("Sarah", "Njeri", "+254700000003"), "scholar@demo.local": ("Amina", "Kiprop", "+256700000004"), "finance@demo.local": ("David", "Mwangi", "+256700000005"), "mel@demo.local": ("Grace", "Wanjiru", "+254700000006"), "award.recipient@demo.local": ("Peter", "Semakula", "+256700000007"), "eligibility.applicant@demo.local": ("Elena", "Vance", "+256700000008"), "interview.applicant@demo.local": ("Tom", "Bwire", "+256700000009"), "conflict.applicant@demo.local": ("Ruth", "Adong", "+256700000010"), "blind.applicant@demo.local": ("Chen", "Wei", "+256700000011"), } # All grant calls owned by this command — used for --reset (CASCADE wipes apps, awards, finance, projects). DEMO_GRANT_CALL_SLUGS = ( "demo-seed-call", "e2e-pilot-call", "e2e-reviewer-call", "e2e-eligibility-call", "e2e-interview-call", "e2e-conflict-call", "e2e-blind-call", # Phase 1 — PO screening fixture call (programme_officer_screening_enabled=True). "e2e-po-screening-call", # Legacy slug from older seeds (duplicate reviewer-queue fixture) — removed on --reset. "reviewer-queue-e2e-call", ) # PRD 6.1 — call document checklists (label, description max 255, is_required). DOCS_STANDARD = ( ( "CV / Résumé", "Current CV (≈2 pages): education, employment, publications, and contact details. Use PDF if possible.", True, ), ( "Research proposal", "Objectives, methods, timeline, expected outcomes, and budget outline aligned with the call rubric.", True, ), ( "Reference letter", "At least one signed letter from an academic or professional referee familiar with your recent work.", True, ), ) DOCS_STANDARD_LIGHT = ( ( "CV / Résumé", "Two-page CV summarizing qualifications relevant to this pilot call.", True, ), ( "Research proposal", "Short proposal (recommended 3–5 pages) covering aims, methods, and impact for resilience research.", True, ), ) DOCS_PHD_ELIGIBILITY = ( ( "CV / Résumé", "Full CV including publications list; PDF preferred for screening and reviewer assignment.", True, ), ( "Research proposal", "Max 3 pages: background, methodology, milestones, and alignment with PhD-level expectations.", True, ), ( "Evidence of doctoral qualification", "Official PhD certificate or registrar letter; used with automated degree eligibility screening.", True, ), ) class Command(BaseCommand): help = ( "Create demo institution, role users, and a published grant call (idempotent by slug). " "Use --reset to delete seeded grant calls (and cascaded RIMS rows) before re-inserting." ) def add_arguments(self, parser): parser.add_argument( "--password", default="password123", help="Password for seeded non-staff users (change immediately in real envs).", ) parser.add_argument( "--comprehensive", action="store_true", help=( "Extra calls, applications, reviewer assignment, award+budget+pending disbursement, " "PRD browser fixtures (eligibility, interview gate, reviewer conflict, blind review, " "dashboard milestones, MEL/reviewer2 users) — idempotent." ), ) parser.add_argument( "--reset", action="store_true", help=( "Delete all demo grant calls (see DEMO_GRANT_CALL_SLUGS in seed_rims.py) and dependent " "data, then seed again. Demo users and the demo institution are kept." ), ) parser.add_argument( "--volume", choices=("minimal", "demo", "heavy"), default="demo", help="`heavy` implies --comprehensive.", ) @transaction.atomic def handle(self, *args, **options): password = options["password"] # `heavy` implies the comprehensive fixture suite. if options.get("volume") in ("demo", "heavy"): options["comprehensive"] = True comprehensive = options["comprehensive"] if options["reset"]: demo_calls = GrantCall.objects.filter(slug__in=DEMO_GRANT_CALL_SLUGS) if not demo_calls.exists(): self.stdout.write("Reset: no demo grant calls to remove (slugs already absent).") else: deleted, breakdown = demo_calls.delete() detail = ", ".join(f"{k}: {v}" for k, v in breakdown.items() if v) self.stdout.write(self.style.WARNING(f"Reset: removed {deleted} rows ({detail})")) # Cascading GrantCall.delete() leaves orphan Notification rows whose # action_url still points at deleted award/application PKs. Scrub # the RIMS-grants slice so the fresh seed produces a clean feed. from apps.core.notifications.models import Notification notif_deleted, _ = Notification.objects.filter( action_url__startswith="/rims/grants/" ).delete() if notif_deleted: self.stdout.write(self.style.WARNING( f"Reset: wiped {notif_deleted} RIMS-grants Notification row(s)." )) inst, _ = Institution.objects.get_or_create( name="RUFORUM Demo University", defaults={ "country": to_country_name("UG"), "is_member": True, }, ) gm, _ = User.objects.get_or_create( email="grants.manager@demo.local", defaults={ "role": UserRole.GRANTS_MANAGER, "institution": inst, }, ) gm.set_password(password) gm.role = UserRole.GRANTS_MANAGER gm.institution = inst gm.save() rev, _ = User.objects.get_or_create( email="reviewer@demo.local", defaults={"role": UserRole.REVIEWER, "institution": inst}, ) rev.set_password(password) rev.role = UserRole.REVIEWER rev.save() scholar, _ = User.objects.get_or_create( email="scholar@demo.local", defaults={"role": UserRole.SCHOLAR, "institution": inst}, ) scholar.set_password(password) scholar.role = UserRole.SCHOLAR scholar.institution = inst scholar.save() closes = timezone.now() + timedelta(days=60) call, _created = GrantCall.objects.get_or_create( slug="demo-seed-call", defaults={ "title": "Demo seed grant call", "description": "Seeded call for UI testing.", "guidelines": "Use only in development.", "opens_at": timezone.now() - timedelta(days=1), "closes_at": closes, "created_by": gm, "status": GrantCall.Status.DRAFT, "reviewers_per_application": 2, "review_score_threshold": Decimal("60.00"), "review_deadline_days": 14, "verification_required": False, "scoring_rubric": [ {"criterion": "Scientific merit", "max_points": 40}, {"criterion": "Impact", "max_points": 30}, {"criterion": "Feasibility", "max_points": 30}, ], }, ) review_updates = [] if call.reviewers_per_application != 2: call.reviewers_per_application = 2 review_updates.append("reviewers_per_application") if call.review_score_threshold != Decimal("60.00"): call.review_score_threshold = Decimal("60.00") review_updates.append("review_score_threshold") if call.review_deadline_days != 14: call.review_deadline_days = 14 review_updates.append("review_deadline_days") if review_updates: review_updates.append("updated_at") call.save(update_fields=review_updates) call.reviewer_pool.add(gm, rev) if call.status == GrantCall.Status.DRAFT: call.created_by = gm call.save(update_fields=["created_by", "updated_at"]) self._ensure_publish_prerequisites(call) publish_call(call, auto_close_acknowledged=True) self._ensure_required_documents(call, DOCS_STANDARD) self._sync_grant_call_html(call) if comprehensive: self._seed_comprehensive(inst, gm, rev, scholar, password) else: partner, mou, _ = self._ensure_demo_ecosystem(inst, gm) self._wire_grant_calls_ecosystem(partner, mou) self._scope_demo_calls_to_institution(inst, call.slug) self._enrich_demo_user_directory() reset_done = options["reset"] self.stdout.write( self.style.SUCCESS( f"Seed OK — call '{call.slug}' published. " f"Log in as grants.manager@demo.local / reviewer@demo.local / scholar@demo.local " f"(default password password123, or value of --password)." + (" Demo grant calls were reset before seeding." if reset_done else "") + ( " Comprehensive E2E dataset — see AGENTS.md for extra demo accounts and call slugs." if comprehensive else "" ) ) ) def _ensure_demo_user(self, email: str, role: str, institution, password: str): user, _ = User.objects.get_or_create( email=email, defaults={"role": role, "institution": institution}, ) user.set_password(password) user.role = role user.institution = institution user.save() return user def _publish_if_draft(self, gc: GrantCall) -> None: if gc.status == GrantCall.Status.DRAFT: self._ensure_publish_prerequisites(gc) publish_call(gc, auto_close_acknowledged=True) def _ensure_publish_prerequisites(self, call: GrantCall) -> None: """NFRFA007/008 + FRFA-CS016 — eligibility rule + every required GrantCallDocument doc_kind for the call's call_type, so publish_call() passes validation.""" from apps.rims.grants.constants import CALL_TYPE_REQUIRED_ADMIN_DOCS if not call.eligibility_rules.exists(): EligibilityRule.objects.create( call=call, rule_type=EligibilityRule.RuleType.NATIONALITY, params={"countries": []}, is_blocking=True, ) # Drop a placeholder GrantCallDocument for every required doc_kind that's # missing. Default to just "guidelines" when the call_type has no entry. required_kinds = CALL_TYPE_REQUIRED_ADMIN_DOCS.get( call.call_type, ("guidelines",) ) kind_labels = dict(GrantCallDocument.DocKind.choices) existing_kinds = set( call.documents.filter(superseded=False).values_list("doc_kind", flat=True) ) for idx, kind in enumerate(required_kinds): if kind in existing_kinds: continue label = kind_labels.get(kind, kind.replace("_", " ").title()) GrantCallDocument.objects.create( call=call, label=f"{label} (seed)", file=ContentFile( b"%PDF-1.4\n1 0 obj<<>>endobj trailer<<>>\n%%EOF", name=f"seed-{kind}.pdf", ), doc_kind=kind, is_guideline=(kind == GrantCallDocument.DocKind.GUIDELINES), sort_order=idx, ) def _ensure_required_documents(self, call: GrantCall, specs: tuple[tuple[str, str, bool], ...]) -> None: """Idempotent checklist rows per call (PRD 6.1 — required documents on calls).""" for label, description, is_required in specs: doc = call.required_documents.filter(label=label).first() if not doc: RequiredDocument.objects.create( call=call, label=label, description=description, is_required=is_required, sort_order=call.required_documents.count(), ) elif doc.description != description or doc.is_required != is_required: doc.description = description doc.is_required = is_required doc.save(update_fields=["description", "is_required"]) def _sync_grant_call_html(self, gc: GrantCall) -> None: pair = CALL_RICH_HEADINGS.get(gc.slug) if not pair: return dh, gh = pair desc = _html_rich_description(dh) guide = _html_rich_guidelines(gh) if gc.description == desc and gc.guidelines == guide: return gc.description = desc gc.guidelines = guide gc.save(update_fields=["description", "guidelines", "updated_at"]) def _sync_application_proposal(self, app: Application, title: str) -> None: body = _html_proposal(title) if app.proposal == body: return app.proposal = body app.save(update_fields=["proposal", "updated_at"]) def _enrich_demo_user_directory(self) -> None: for email, (fn, ln, phone) in DEMO_USER_IDENTITIES.items(): user = User.objects.filter(email=email).first() if not user: continue full = f"{fn} {ln}".strip() bio = ( f"{full} is a seeded demo persona for RUFORUM IILMP RIMS browser testing. " "Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor " "incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud " "exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat." ) profile = user.profile user.first_name = fn user.last_name = ln user.phone = phone user.email_verified = True user.save(update_fields=["first_name", "last_name", "phone", "email_verified"]) if profile.bio != bio: profile.bio = bio profile.save(update_fields=["bio"]) def _set_profile_screening(self, user, *, degree: str, country: str | None = "UG"): """Align demo profiles with eligibility automation (degree + optional country).""" profile = user.profile updates = [] if profile.degree_level != degree: profile.degree_level = degree updates.append("degree_level") country_name = to_country_name(country) if country is not None else None if country_name is not None and profile.country != country_name: profile.country = country_name updates.append("country") if updates: profile.save(update_fields=updates) def _ensure_demo_ecosystem(self, inst, gm): """Operations + finance master data for cross-module FK wiring (partner, MOU, funding source).""" rich_partner_notes = _html_rich_description("Partner notes — Demo Funder Consortium (operations E2E)") partner, _ = Partner.objects.get_or_create( name="Demo Funder Consortium (IILMP seed)", defaults={ "partner_type": Partner.PartnerType.FUNDER, "country": to_country_name("KE"), "contact_email": "partners@demo.local", "notes": rich_partner_notes, }, ) if partner.notes != rich_partner_notes: partner.partner_type = Partner.PartnerType.FUNDER partner.country = partner.country or to_country_name("KE") partner.contact_email = partner.contact_email or "partners@demo.local" partner.notes = rich_partner_notes partner.save( update_fields=["partner_type", "country", "contact_email", "notes"], ) mou_title = "Demo MOU — RUFORUM Demo University × Demo Funder Consortium (IILMP seed)" mou, _ = MOU.objects.get_or_create( partner=partner, institution=inst, title=mou_title, defaults={ "status": MOU.Status.ACTIVE, "signed_on": date.today() - timedelta(days=400), "expires_on": date.today() + timedelta(days=500), "created_by": gm, }, ) if mou.status != MOU.Status.ACTIVE or mou.signed_on is None: mou.status = MOU.Status.ACTIVE mou.signed_on = mou.signed_on or (date.today() - timedelta(days=400)) mou.expires_on = mou.expires_on or (date.today() + timedelta(days=500)) if mou.created_by_id is None: mou.created_by = gm mou.save(update_fields=["status", "signed_on", "expires_on", "created_by"]) Member.objects.get_or_create( institution=inst, partner=partner, defaults={"notes": "Seeded member institution ↔ partner link"}, ) funding_source, _ = FundingSource.objects.get_or_create( code="demo-funder-consortium", defaults={ "name": "Demo Funder Consortium (operating fund)", "description": "Seeded funding stream linked to operations partner.", "partner": partner, }, ) if funding_source.partner_id != partner.id: funding_source.partner = partner funding_source.save(update_fields=["partner"]) return partner, mou, funding_source def _wire_grant_calls_ecosystem(self, partner, mou) -> None: """Link all seeded grant calls to the demo partner + MOU (PRD ecosystem connectivity).""" for slug in DEMO_GRANT_CALL_SLUGS: if slug == "reviewer-queue-e2e-call": continue gc = GrantCall.objects.filter(slug=slug).first() if not gc: continue updates = [] if gc.partner_id != partner.id: gc.partner = partner updates.append("partner") if gc.mou_id != mou.id: gc.mou = mou updates.append("mou") if updates: updates.append("updated_at") gc.save(update_fields=updates) def _scope_demo_calls_to_institution(self, inst, *slugs: str) -> None: """Optional institution scope rows (empty = all institutions).""" for slug in slugs: gc = GrantCall.objects.filter(slug=slug).first() if not gc: continue if not gc.institutions_scope.filter(pk=inst.pk).exists(): gc.institutions_scope.add(inst) def _assign_reviewer_when_under_review(self, application, reviewer, *, declare_conflict: bool = False): """Matches AssignReviewerPostView / services — only assign in UNDER_REVIEW (avoids seed crashes on re-run).""" # FSMField status cannot use refresh_from_db(fields=[...]); reload from DB. app = Application.objects.get(pk=application.pk) if app.status != Application.Status.UNDER_REVIEW: return assign_reviewer(app, reviewer, declare_conflict=declare_conflict) def _ensure_fm_budgets_for_awards_without_projects(self, funding_source: FundingSource) -> None: """Ensure every award without an execution Project has ≥1 FM Budget (project create form). Idempotent: leaves awards alone if they already have any Budget row. """ qs = Award.objects.filter(project__isnull=True).select_related("application__call") for award in qs: if Budget.objects.filter(award=award).exists(): continue call_slug = getattr(getattr(award.application, "call", None), "slug", None) or "grant" Budget.objects.create( award=award, name=f"Seeded FM budget ({call_slug})"[:255], fiscal_year=timezone.now().year, funding_source=funding_source, status=Budget.Status.APPROVED, ) def _seed_disbursement_finance_state( self, *, request: DisbursementRequest, execution_status: str, reconciliation_status: str | None = None, reference: str = "", actor=None, ) -> None: execution, _ = DisbursementExecution.objects.get_or_create( request=request, defaults={ "status": execution_status, "payment_method": request.payment_method, "scheduled_for": request.scheduled_for, "destination_account": request.account_reference, "execution_reference": reference, }, ) execution.status = execution_status execution.payment_method = request.payment_method execution.scheduled_for = request.scheduled_for execution.destination_account = request.account_reference if reference: execution.execution_reference = reference if execution_status == DisbursementExecution.Status.EXECUTED: execution.executed_at = execution.executed_at or timezone.now() - timedelta(days=5) request.status = DisbursementRequest.Status.PAID execution.save() request.save(update_fields=["status", "updated_at"]) if reconciliation_status: reconciliation, _ = DisbursementReconciliation.objects.get_or_create(request=request) reconciliation.status = reconciliation_status reconciliation.notes = reconciliation.notes or "Seeded reconciliation state for finance workflow demos." reconciliation.reconciled_by = actor reconciliation.reconciled_at = reconciliation.reconciled_at or timezone.now() - timedelta(days=2) reconciliation.save() def _ensure_seed_funding_record( self, *, gm, fo, program_manager, partner, ) -> FundingRecord: """Seed one approved funding record and its balanced budget lines.""" fr, _ = FundingRecord.objects.get_or_create( title="Seeded PRD funding record — flagship grants window", defaults={ "partner": partner, "amount": Decimal("120000.00"), "currency": "USD", "start_date": timezone.now().date() - timedelta(days=60), "end_date": timezone.now().date() + timedelta(days=540), "strategic_objectives": _html_rich_description("Strategic objective alignment — seeded funding record"), "reporting_financial_frequency": FundingRecord.ReportingFrequency.QUARTERLY, "reporting_narrative_frequency": FundingRecord.ReportingFrequency.QUARTERLY, "grant_manager": gm, "finance_officer": fo, "program_lead": program_manager, "created_by": gm, "status": FundingRecord.Status.DRAFT, }, ) updates = [] if fr.partner_id != partner.id: fr.partner = partner updates.append("partner") if fr.grant_manager_id != gm.id: fr.grant_manager = gm updates.append("grant_manager") if fr.finance_officer_id != fo.id: fr.finance_officer = fo updates.append("finance_officer") if fr.program_lead_id != program_manager.id: fr.program_lead = program_manager updates.append("program_lead") if fr.created_by_id is None: fr.created_by = gm updates.append("created_by") if updates: updates.append("updated_at") fr.save(update_fields=updates) if fr.budget_lines.count() < 3: fr.budget_lines.all().delete() GrantBudgetLine.objects.create( funding_record=fr, category="Research operations", description="Core programme personnel and implementation support", quantity=Decimal("1"), unit_cost=Decimal("60000.00"), sort_order=1, ) GrantBudgetLine.objects.create( funding_record=fr, category="Travel and fieldwork", description="Partner engagement, site visits, and supervision", quantity=Decimal("1"), unit_cost=Decimal("30000.00"), sort_order=2, ) GrantBudgetLine.objects.create( funding_record=fr, category="Equipment and materials", description="Research equipment and deployment materials", quantity=Decimal("1"), unit_cost=Decimal("30000.00"), sort_order=3, ) fr.full_clean() if fr.status in (FundingRecord.Status.DRAFT, FundingRecord.Status.DRAFT_REVISION_REQUIRED): submit_funding_for_approval(fr) fr = FundingRecord.objects.get(pk=fr.pk) if fr.status == FundingRecord.Status.PENDING_APPROVAL: approve_funding_record(fr) fr = FundingRecord.objects.get(pk=fr.pk) return fr # ------------------------------------------------------------------ # Detail-data seeders (idempotent, safe on re-run). # ------------------------------------------------------------------ def _seed_expenditures_for_budget(self, budget: Budget, *, actor, today) -> None: """Seed a multi-month spread of expenditures on a budget so the cashflow chart shows variation and the expenditure list / filters are exercised. Idempotent: keyed by (budget_line, description) so re-running the seeder does not duplicate rows. """ lines = list(budget.lines.order_by("pk")) if not lines: return plan: list[tuple[BudgetLine, Decimal, int, str, bool]] = [] if len(lines) >= 2: l0, l1 = lines[0], lines[1] plan = [ (l0, Decimal("420.00"), 95, "Inception workshop catering", False), (l0, Decimal("680.00"), 70, "Field assistant honoraria — month 1", False), (l0, Decimal("520.00"), 40, "Translator fees — community sessions", False), (l0, Decimal("310.00"), 14, "Office stationery and printing", True), (l1, Decimal("1180.00"), 80, "Vehicle hire — northern region trip", False), (l1, Decimal("260.00"), 50, "Per-diems — fieldwork days 5-7", False), (l1, Decimal("145.00"), 22, "Inter-city bus — supervision visit", True), ] else: l0 = lines[0] plan = [ (l0, Decimal("420.00"), 95, "Inception workshop catering", False), (l0, Decimal("680.00"), 70, "Field assistant honoraria — month 1", False), (l0, Decimal("520.00"), 40, "Translator fees — community sessions", False), (l0, Decimal("310.00"), 14, "Office stationery and printing", True), ] for line, amount, days_ago, description, with_receipt in plan: if Expenditure.objects.filter( budget_line=line, description=description ).exists(): continue receipt_file = None if with_receipt: receipt_file = ContentFile( b"%PDF-1.4\nseed receipt\n%%EOF", name=f"receipt-{line.pk}-{days_ago}.pdf", ) Expenditure.objects.create( budget_line=line, amount=amount, description=description, incurred_on=today - timedelta(days=days_ago), receipt=receipt_file, created_by=actor, ) def _seed_stipends_for_scholar(self, scholar: Scholar) -> None: """Seed a 4-row stipend history (monthly cadence) so the stipend list view and the my_scholarship_detail timeline have data.""" today = timezone.now().date() plan = [ (Decimal("750.00"), 120, "SEED-STP-001"), (Decimal("750.00"), 90, "SEED-STP-002"), (Decimal("750.00"), 60, "SEED-STP-003"), (Decimal("750.00"), 30, "SEED-STP-004"), ] for amount, days_ago, ref in plan: if scholar.stipends.filter(reference=ref).exists(): continue Stipend.objects.create( scholar=scholar, amount=amount, currency="USD", paid_on=today - timedelta(days=days_ago), reference=ref, ) def _seed_progress_reports_for_scholar(self, scholar: Scholar) -> None: """Seed two ProgressReport rows so the my_scholarship_detail page and scholar admin view show submitted reports. Idempotent on (scholar, period_label).""" plan = [ ("2026-Q1", b"%PDF-1.4 seed Q1 report\n%%EOF", "Quarter 1 narrative — milestones M1/M2 on track."), ("2026-Q2", b"%PDF-1.4 seed Q2 report\n%%EOF", "Quarter 2 narrative — fieldwork concluded; analysis underway."), ] for period, body, notes in plan: if scholar.progress_reports.filter(period_label=period).exists(): continue ProgressReport.objects.create( scholar=scholar, period_label=period, file=ContentFile(body, name=f"progress-{scholar.pk}-{period}.pdf"), notes=notes, ) def _maybe_seed_graduation(self, scholar: Scholar) -> None: """No-op for active demo scholars; placeholder for future cohort that wants a Graduated badge demoed.""" # Intentionally left as a no-op — keeping the demo scholar 'Active' lets # the alumni handoff signal still be seedable without conflict. return def _seed_strategic_objectives(self) -> None: plan = [ ("Climate-resilient agriculture", "climate-resilient-agriculture", "Build adaptive capacity for smallholder farming systems."), ("Women in research leadership", "women-in-research-leadership", "Strengthen the pipeline of women into senior research roles."), ("Network capacity building", "network-capacity-building", "Improve member-institution research and management capacity."), ("Postgraduate training", "postgraduate-training", "Expand high-quality MSc and PhD opportunities across the network."), ("Policy engagement", "policy-engagement", "Translate research evidence into national and regional policy."), ] for name, slug, description in plan: StrategicObjective.objects.update_or_create( slug=slug, defaults={ "name": name, "description": description, "active": True, }, ) def _seed_donors(self, *, partner: Partner, actor) -> None: plan = [ ("Demo Bilateral Aid Agency", Donor.DonorType.BILATERAL, "SE", "donors@bilateral.demo", None), ("Demo Multilateral Programme", Donor.DonorType.MULTILATERAL, "CH", "ops@multilateral.demo", None), ("Demo Foundation Trust", Donor.DonorType.FOUNDATION, "US", "grants@foundation.demo", partner), ] for name, donor_type, country, email, link_partner in plan: Donor.objects.update_or_create( name=name, country=to_country_name(country), defaults={ "donor_type": donor_type, "contact_email": email, "partner": link_partner, "notes": f"Seeded demo donor — {name}", "created_by": actor, }, ) def _seed_exchange_rates(self) -> None: """Seed common pairs used in the IILMP context. Idempotent on (from, to, effective_date).""" today = timezone.now().date() plan = [ ("USD", "UGX", Decimal("3750.00000000"), today - timedelta(days=30)), ("USD", "UGX", Decimal("3825.00000000"), today), ("USD", "KES", Decimal("129.50000000"), today - timedelta(days=30)), ("USD", "KES", Decimal("131.20000000"), today), ("EUR", "USD", Decimal("1.08000000"), today), ] for src, dst, rate, eff in plan: ExchangeRate.objects.update_or_create( from_currency=src, to_currency=dst, effective_date=eff, defaults={"rate": rate}, ) def _seed_reviewer_profiles(self, *reviewers) -> None: """Add a ReviewerProfile for each seeded reviewer so the auto-assignment service has workload + expertise signals to balance against.""" plan = { "reviewer@demo.local": (5, ["climate", "agriculture", "phd-supervision"]), "reviewer2@demo.local": (4, ["gender", "policy", "msc-supervision"]), } for reviewer in reviewers: if reviewer is None: continue cap, tags = plan.get(reviewer.email, (5, ["general"])) ReviewerProfile.objects.update_or_create( user=reviewer, defaults={ "available": True, "max_concurrent_reviews": cap, "expertise_tags": tags, "notes": f"Seeded reviewer profile for {reviewer.email}.", }, ) # ------------------------------------------------------------------ # Operations breadth: more partners / MOUs / members + singletons. # ------------------------------------------------------------------ def _seed_more_partners_and_mous(self, inst, gm) -> None: """Add a handful of partners across types so the partner_list grid and MOU register feel populated. Idempotent on partner.name.""" plan = [ ("Lake Region Research Institute (seed)", Partner.PartnerType.RESEARCH, "KE", "lakeregion@demo.local"), ("Eastern Africa Smallholder Network (seed)", Partner.PartnerType.NGO, "TZ", "easan@demo.local"), ("Ministry of Higher Education (seed)", Partner.PartnerType.GOVERNMENT, "UG", "mohe@demo.local"), ("Pan-African Climate Foundation (seed)", Partner.PartnerType.FUNDER, "ZA", "paf@demo.local"), ("Greenfields Agritech Co. (seed)", Partner.PartnerType.PRIVATE, "RW", "agritech@demo.local"), ] for name, ptype, country, email in plan: partner, _ = Partner.objects.get_or_create( name=name, defaults={ "partner_type": ptype, "country": to_country_name(country), "contact_email": email, "notes": _html_rich_description(f"Partner notes — {name}"), }, ) Member.objects.get_or_create(institution=inst, partner=partner) if not partner.mous.exists(): # Mix of states: some active, some draft, one expired. if ptype in (Partner.PartnerType.FUNDER, Partner.PartnerType.NGO): status = MOU.Status.ACTIVE signed_offset, expires_offset = -300, 400 elif ptype == Partner.PartnerType.GOVERNMENT: status = MOU.Status.EXPIRED signed_offset, expires_offset = -800, -30 else: status = MOU.Status.DRAFT signed_offset, expires_offset = None, None MOU.objects.create( partner=partner, institution=inst, title=f"Demo MOU — {inst.name} × {name}", status=status, signed_on=date.today() + timedelta(days=signed_offset) if signed_offset else None, expires_on=date.today() + timedelta(days=expires_offset) if expires_offset else None, created_by=gm, ) def _seed_operations_singletons(self, gm) -> None: """ReminderConfig + VarianceAlertConfig singletons + RetentionPolicy rows. Each Celery alert / archive task expects these to exist.""" if not ReminderConfig.objects.exists(): ReminderConfig.objects.create( milestone_warn_days_before=14, agreement_chase_grace_days=14, agreement_chase_max_reminders=3, closeout_warn_days_before=7, award_letter_grace_days=7, updated_by=gm, ) if not VarianceAlertConfig.objects.exists(): VarianceAlertConfig.objects.create( enabled=True, percent_threshold=Decimal("20"), period_window_days=30, updated_by=gm, ) retention_plan = [ (RetentionPolicy.FundingType.GRANT, 7, 30), (RetentionPolicy.FundingType.SCHOLARSHIP, 5, 60), (RetentionPolicy.FundingType.FELLOWSHIP, 5, 60), (RetentionPolicy.FundingType.CHALLENGE, 3, 30), ] for funding_type, years, archive_days in retention_plan: RetentionPolicy.objects.update_or_create( funding_type=funding_type, defaults={ "retention_years": years, "archive_after_days": archive_days, "description": f"Default retention policy for {funding_type} archives.", "updated_by": gm, }, ) # ------------------------------------------------------------------ # Grants lifecycle artifacts. # ------------------------------------------------------------------ def _seed_application_documents(self, application: Application) -> None: """Attach a CV + proposal + reference letter so the application detail page shows real document chips. Idempotent on (application, label).""" plan = [ ("CV / Résumé", b"%PDF-1.4 seed CV\n%%EOF", False), ("Research proposal", b"%PDF-1.4 seed proposal\n%%EOF", False), ("Reference letter", b"%PDF-1.4 seed reference\n%%EOF", False), ] for label, body, is_budget in plan: if application.documents.filter(label=label).exists(): continue ApplicationDocument.objects.create( application=application, label=label, file=ContentFile(body, name=f"app-{application.pk}-{label.lower().replace(' ', '-').replace('/', '-')}.pdf"), is_budget=is_budget, ) def _seed_interview_outcome(self, interview: InterviewSchedule, *, actor) -> None: """Record an attended outcome on the seeded interview so the panel UI shows a complete history.""" if hasattr(interview, "outcome"): return InterviewOutcome.objects.create( interview=interview, attendance=InterviewOutcome.Attendance.ATTENDED, score=Decimal("82"), recommendation_code=Review.RecommendationCode.APPROVE, summary="Seeded interview outcome — applicant attended, recommendation forwarded for award.", recorded_by=actor, ) def _seed_award_agreement_and_tranches(self, award: Award, *, gm, recip) -> None: """Add a signed AwardAgreement v1 plus 2 tranches that sum to amount.""" if not award.agreements.exists(): AwardAgreement.objects.create( award=award, version_number=1, title=f"Award agreement v1 — {award.application.call.title}", document=ContentFile(b"%PDF-1.4 seed agreement\n%%EOF", name=f"agreement-{award.pk}.pdf"), accepted=True, accepted_at=timezone.now() - timedelta(days=30), accepted_by=recip, uploaded_by=gm, ) if award.tranches.exists(): return # Award amount split 60/40 across two tranches; second linked to accepted milestone gate. amt1 = (award.amount * Decimal("0.6")).quantize(Decimal("0.01")) amt2 = award.amount - amt1 accepted_gate = ( Milestone.objects.filter(project__award=award, status=Milestone.Status.ACCEPTED) .order_by("due_date") .first() ) AwardTranche.objects.create( award=award, label="Tranche 1 — inception", amount=amt1, due_on=date.today() - timedelta(days=60), status=AwardTranche.Status.DISBURSED, payment_reference="TRX-SEED-T1", disbursed_at=timezone.now() - timedelta(days=55), sort_order=1, ) AwardTranche.objects.create( award=award, label="Tranche 2 — milestone-gated", amount=amt2, due_on=date.today() + timedelta(days=30), status=AwardTranche.Status.PLANNED, milestone=accepted_gate, sort_order=2, ) def _seed_milestone_evidence(self, award: Award, *, recip) -> None: """For the milestone-gated tranche, attach an evidence file.""" gated_tranche = award.tranches.filter(milestone__isnull=False).first() if not gated_tranche or gated_tranche.evidence.exists(): return MilestoneEvidence.objects.create( tranche=gated_tranche, file=ContentFile(b"%PDF-1.4 seed evidence\n%%EOF", name=f"evidence-{gated_tranche.pk}.pdf"), summary="Seeded milestone evidence — field reports + photographs supporting tranche release.", submitted_by=recip, review_status=MilestoneEvidence.ReviewStatus.SUBMITTED, ) def _seed_academic_progress_reports(self, award: Award, *, recip) -> None: """Two academic-cycle reports on the award (semester cadence).""" plan = [ ("Sem 1 2026", Decimal("3.65"), "Dr. A. Mukasa", AcademicProgressReport.Status.ACCEPTED), ("Sem 2 2026", Decimal("3.70"), "Dr. A. Mukasa", AcademicProgressReport.Status.SUBMITTED), ] for period, gpa, supervisor, status in plan: if award.academic_progress_reports.filter(period_label=period).exists(): continue AcademicProgressReport.objects.create( award=award, period_label=period, gpa=gpa, supervisor_name=supervisor, supervisor_signoff_at=timezone.now() - timedelta(days=14), summary=f"Seeded academic progress report for {period}.", transcript=ContentFile( b"%PDF-1.4 seed transcript\n%%EOF", name=f"transcript-{award.pk}-{period.replace(' ', '_')}.pdf", ), status=status, submitted_by=recip, ) def _seed_reporting_calendar(self, funding_record: FundingRecord) -> None: """Generate quarterly financial + narrative reporting checkpoints for the seeded funding record.""" if funding_record.reporting_calendar.exists(): return start = funding_record.start_date or (timezone.now().date() - timedelta(days=60)) for q in range(4): due = start + timedelta(days=90 * (q + 1)) ReportingCalendarEntry.objects.update_or_create( funding_record=funding_record, kind=ReportingCalendarEntry.Kind.FINANCIAL, due_on=due, defaults={"label": f"Q{q + 1} financial report"}, ) ReportingCalendarEntry.objects.update_or_create( funding_record=funding_record, kind=ReportingCalendarEntry.Kind.NARRATIVE, due_on=due, defaults={"label": f"Q{q + 1} narrative report"}, ) # ------------------------------------------------------------------ # Projects breadth: deliverables + beneficiaries + a 2nd Project. # ------------------------------------------------------------------ def _seed_deliverables_for_project(self, project: Project, *, actor) -> None: """Attach 1-2 deliverables to the accepted milestone so the project detail's deliverable badges aren't empty.""" accepted = project.milestones.filter(status=Milestone.Status.ACCEPTED).first() if not accepted or accepted.deliverables.exists(): return Deliverable.objects.create( milestone=accepted, title="Inception report", file=ContentFile(b"%PDF-1.4 seed inception\n%%EOF", name=f"inception-{accepted.pk}.pdf"), notes="Seeded inception report covering programme scope and methodology.", ) Deliverable.objects.create( milestone=accepted, title="Field photos bundle", file=ContentFile(b"%PDF-1.4 seed photos\n%%EOF", name=f"photos-{accepted.pk}.pdf"), notes="Photographic evidence of community workshops.", ) def _seed_beneficiaries_for_project(self, project: Project, *, actor) -> None: """6 Beneficiary rows + 4 attendance entries spanning two events.""" if project.beneficiaries.exists(): return plan = [ ("Mary Nansubuga", Beneficiary.BeneficiaryRole.DIRECT, {"gender": "F", "age": 28, "district": "Mukono"}), ("Joseph Olara", Beneficiary.BeneficiaryRole.DIRECT, {"gender": "M", "age": 34, "district": "Lira"}), ("Aisha Wanjala", Beneficiary.BeneficiaryRole.DIRECT, {"gender": "F", "age": 41, "district": "Bungoma"}), ("Daniel Mubiru", Beneficiary.BeneficiaryRole.INDIRECT, {"gender": "M", "age": 52, "district": "Wakiso"}), ("Esther Kebede", Beneficiary.BeneficiaryRole.STAKEHOLDER, {"gender": "F", "age": 47, "role": "Extension officer"}), ("Patrick Musoke", Beneficiary.BeneficiaryRole.PARTNER, {"gender": "M", "age": 39, "org": "District Agricultural Office"}), ] beneficiaries = [] for full_name, role, demographic in plan: beneficiary = Beneficiary.objects.create( project=project, full_name=full_name, role=role, contact_email=f"{full_name.lower().replace(' ', '.')}@demo.local", demographic=demographic, joined_on=date.today() - timedelta(days=90), created_by=actor, notes="Seeded beneficiary record.", ) beneficiaries.append(beneficiary) # Two demo workshops; first 3 beneficiaries attend both, last 3 attend one. events = [ ("Inception community workshop", date.today() - timedelta(days=80)), ("Mid-term review meeting", date.today() - timedelta(days=20)), ] for ev_label, ev_date in events: for beneficiary in beneficiaries[:3]: BeneficiaryAttendance.objects.create( beneficiary=beneficiary, event_label=ev_label, occurred_on=ev_date, notes="Confirmed attendance.", recorded_by=actor, ) def _seed_secondary_project(self, *, gm, today) -> Project | None: """Build a Project on the already-awarded pilot-call application (by mel) so the project list isn't a single row. The existing seeder deliberately leaves that award project-less for the project-create form demo; we promote it once the rest of the seed is in place.""" award = ( Award.objects.filter(application__call__slug="e2e-pilot-call") .select_related("application__applicant") .first() ) if award is None: return None if hasattr(award, "project"): return award.project applicant_user = award.application.applicant project = Project.objects.create( award=award, title="Seeded secondary research project", lead=applicant_user, summary=_html_rich_description("Project summary — seeded secondary project"), start_date=today - timedelta(days=30), end_date=award.project_end_date, status=Project.Status.ACTIVE, ) Milestone.objects.create( project=project, name="Inception report", due_date=today + timedelta(days=30), report_due=True, status=Milestone.Status.PLANNED, ) Milestone.objects.create( project=project, name="Mid-term review", due_date=today + timedelta(days=120), report_due=True, status=Milestone.Status.PLANNED, ) ProjectBudgetLine.objects.create( project=project, label="Operations", allocated=Decimal("3000.00"), spent=Decimal("450.00"), ) ProjectBudgetLine.objects.create( project=project, label="Travel", allocated=Decimal("1500.00"), spent=Decimal("0.00"), ) return project # ------------------------------------------------------------------ # Scholarships breadth. # ------------------------------------------------------------------ def _seed_more_scholarships_and_scholars(self, *, inst, partner, password, demo_call) -> None: """Add a 2nd + 3rd Scholarship programme and seed extra scholars across cohorts so list views feel populated. Idempotent on programme name.""" programme_plan = [ ("Climate-resilient PhD fellowship", "Fellowship for PhD candidates in climate-smart research."), ("Women in agritech MSc programme", "MSc programme strengthening women researchers in agritech."), ] for prog_name, prog_desc in programme_plan: Scholarship.objects.update_or_create( name=prog_name, defaults={ "description": _html_rich_description(prog_desc), "grant_call": demo_call, "partner": partner, "is_active": True, }, ) scholar_plan = [ ("scholar2@demo.local", "Halima", "Mwangi", "Climate-resilient PhD fellowship", 2024, False), ("scholar3@demo.local", "Tendai", "Moyo", "Climate-resilient PhD fellowship", 2025, False), ("scholar4@demo.local", "Naomi", "Owino", "Women in agritech MSc programme", 2023, True), ("scholar5@demo.local", "Esi", "Asante", "Women in agritech MSc programme", 2024, False), ] for email, first, last, prog_name, cohort, graduated in scholar_plan: user, _ = User.objects.get_or_create( email=email, defaults={"role": UserRole.SCHOLAR, "institution": inst}, ) user.set_password(password) user.first_name = first user.last_name = last user.role = UserRole.SCHOLAR user.institution = inst user.save() programme = Scholarship.objects.filter(name=prog_name).first() if not programme: continue scholar_row, _ = Scholar.objects.get_or_create( user=user, scholarship=programme, defaults={ "institution": inst, "cohort_year": cohort, "notes": f"Seeded scholar — {prog_name} ({cohort}).", }, ) self._seed_stipends_for_scholar(scholar_row) if graduated: GraduationRecord.objects.update_or_create( scholar=scholar_row, defaults={ "graduated_on": date.today() - timedelta(days=120), "certificate_issued": True, "notes": "Seeded graduation record — completed programme on schedule.", }, ) # ------------------------------------------------------------------ # Finance: BudgetRevision flow. # ------------------------------------------------------------------ def _seed_budget_revision(self, budget: Budget, *, gm) -> None: """One REQUESTED revision with line deltas so the revision UI demo has content to render.""" if budget.revisions.exists(): return lines = list(budget.lines.order_by("pk")) if len(lines) < 2: return revision = BudgetRevision.objects.create( budget=budget, version=1, status=BudgetRevision.Status.REQUESTED, change_summary=( "Seeded revision — reallocate from operations to personnel after revised " "field-cost estimates." ), requested_by=gm, ) l0, l1 = lines[0], lines[1] BudgetRevisionLine.objects.create( revision=revision, line=l0, old_amount=l0.amount, new_amount=l0.amount + Decimal("2000.00"), justification="Increase personnel allocation to cover an additional field assistant.", ) BudgetRevisionLine.objects.create( revision=revision, line=l1, old_amount=l1.amount, new_amount=max(Decimal("0.00"), l1.amount - Decimal("2000.00")), justification="Offset reduction from operations contingency.", ) # ------------------------------------------------------------------ # Phase 1 — SRS §5.1/§5.4 named-persona fixture wiring. # ------------------------------------------------------------------ def _seed_phase1_persona_fixtures( self, *, inst, gm, scholar, seed_budget: Budget | None, project_manager_user, ) -> None: """Give the four Phase 1 personas at least one live RIMS row each. - finance.manager / program.coordinator already have a queue via the existing SUBMITTED disbursement and REQUESTED budget revision rows (FinanceApprovalMixin / ProgramCoordinatorMixin gate by role only). - project.manager needs a DisbursementRequest where they are the raiser. - programme.officer needs at least one Application sitting at SUBMITTED on a call with `programme_officer_screening_enabled=True`. """ # PO screening queue — dedicated call so existing e2e fixtures stay clean. po_call, created = GrantCall.objects.get_or_create( slug="e2e-po-screening-call", defaults={ "title": "E2E programme officer screening call", "description": "Seeded call requiring PO screening before review queue advance.", "guidelines": "Dev only — PO screening fixture.", "opens_at": timezone.now() - timedelta(days=1), "closes_at": timezone.now() + timedelta(days=90), "created_by": gm, "status": GrantCall.Status.DRAFT, "programme_officer_screening_enabled": True, "reviewers_per_application": 1, "scoring_rubric": [{"criterion": "Overall", "max_points": 20}], }, ) if not po_call.programme_officer_screening_enabled: po_call.programme_officer_screening_enabled = True po_call.save(update_fields=["programme_officer_screening_enabled", "updated_at"]) po_call.reviewer_pool.add(gm) if po_call.status == GrantCall.Status.DRAFT: self._ensure_publish_prerequisites(po_call) publish_call(po_call, auto_close_acknowledged=True) self._ensure_required_documents(po_call, DOCS_STANDARD_LIGHT) self._sync_grant_call_html(po_call) po_app, _ = Application.objects.get_or_create( call=po_call, applicant=scholar, defaults={"institution": inst}, ) self._sync_application_proposal( po_app, "Research proposal — PO screening queue fixture", ) # FSMField cannot be set via refresh_from_db; reload from DB instead. po_app = Application.objects.get(pk=po_app.pk) if po_app.status == Application.Status.DRAFT: submit_application(po_app) # programme_officer_screening_enabled=True keeps eligible apps at SUBMITTED. # project.manager raiser — additional pending disbursement so PM has a # tile on the disbursement list page from first login. if seed_budget is not None: already = seed_budget.disbursement_requests.filter( requested_by=project_manager_user, status=DisbursementRequest.Status.SUBMITTED, ).exists() if not already: DisbursementRequest.objects.create( budget=seed_budget, amount=Decimal("1200.00"), justification=_html_rich_description( "Disbursement justification — PM-raised request (Phase 1 fixture)" ), status=DisbursementRequest.Status.SUBMITTED, payment_method=DisbursementRequest.PaymentMethod.BANK_TRANSFER, scheduled_for=timezone.now().date() + timedelta(days=21), account_reference="BEN-OPS-PM-001", requested_by=project_manager_user, ) def _seed_comprehensive(self, inst, gm, rev, scholar, password): # Review-queue scholar must pass screening on every seed (blank degree would mark ineligible). self._set_profile_screening(scholar, degree=UserProfile.DegreeLevel.MASTERS) fo, _ = User.objects.get_or_create( email="finance@demo.local", defaults={"role": UserRole.FINANCE_OFFICER, "institution": inst}, ) fo.set_password(password) fo.role = UserRole.FINANCE_OFFICER fo.save() self._ensure_demo_user("system.admin@demo.local", UserRole.SYSTEM_ADMIN, inst, password) program_manager = self._ensure_demo_user( "program.manager@demo.local", UserRole.PROGRAM_MANAGER, inst, password ) program_director = self._ensure_demo_user( "program.director@demo.local", UserRole.PROGRAM_DIRECTOR, inst, password ) finance_director = self._ensure_demo_user( "finance.director@demo.local", UserRole.FINANCE_DIRECTOR, inst, password ) # Phase 1 — SRS §5.1/§5.4 personas missing from the named-seed set. finance_manager = self._ensure_demo_user( "finance.manager@demo.local", UserRole.FINANCE_MANAGER, inst, password ) program_coordinator = self._ensure_demo_user( "program.coordinator@demo.local", UserRole.PROGRAM_COORDINATOR, inst, password ) project_manager_user = self._ensure_demo_user( "project.manager@demo.local", UserRole.PROJECT_MANAGER, inst, password ) programme_officer = self._ensure_demo_user( "programme.officer@demo.local", UserRole.PROGRAMME_OFFICER, inst, password ) self._ensure_demo_user("mel@demo.local", UserRole.MEL_OFFICER, inst, password) rev2 = self._ensure_demo_user("reviewer2@demo.local", UserRole.REVIEWER, inst, password) demo_call = GrantCall.objects.get(slug="demo-seed-call") partner, mou, funding_source = self._ensure_demo_ecosystem(inst, gm) seeded_funding = self._ensure_seed_funding_record( gm=gm, fo=fo, program_manager=program_manager, partner=partner, ) # Second published call (HTMX / multi-call list) pilot, _ = GrantCall.objects.get_or_create( slug="e2e-pilot-call", defaults={ "title": "Pilot cohort 2026 — resilience fund", "description": "Second open call for UI filtering tests.", "guidelines": "Dev only.", "opens_at": timezone.now() - timedelta(days=1), "closes_at": timezone.now() + timedelta(days=90), "created_by": gm, "status": GrantCall.Status.DRAFT, "reviewers_per_application": 1, "scoring_rubric": [{"criterion": "Overall", "max_points": 20}], }, ) pilot.reviewer_pool.add(gm, rev, rev2) if pilot.status == GrantCall.Status.DRAFT: self._ensure_publish_prerequisites(pilot) publish_call(pilot, auto_close_acknowledged=True) self._ensure_required_documents(pilot, DOCS_STANDARD_LIGHT) self._sync_grant_call_html(pilot) # Pilot: one awarded application with no Project — populates "New project" + finance budget dropdown. mel = User.objects.get(email="mel@demo.local") self._set_profile_screening(mel, degree=UserProfile.DegreeLevel.PHD) app_pilot, _ = Application.objects.get_or_create( call=pilot, applicant=mel, defaults={"institution": inst}, ) self._sync_application_proposal( app_pilot, "Research proposal — pilot cohort (MEL officer, new project form E2E)", ) app_pilot = Application.objects.get(pk=app_pilot.pk) if app_pilot.status == Application.Status.DRAFT: submit_application(app_pilot) app_pilot = Application.objects.get(pk=app_pilot.pk) if app_pilot.status == Application.Status.UNDER_REVIEW: shortlist_application(app_pilot) app_pilot = Application.objects.get(pk=app_pilot.pk) if app_pilot.status == Application.Status.SHORTLISTED: award_application( app_pilot, Decimal("8500.00"), date.today() + timedelta(days=400), narrative=_html_rich_description("Pilot cohort — award pending execution project"), ) # Call dedicated to reviewer queue (scholar application + assignment) reviewer_queue_title = "E2E reviewer queue (scholar pending)" rev_call, _ = GrantCall.objects.get_or_create( slug="e2e-reviewer-call", defaults={ "title": reviewer_queue_title, "description": "Has a pending review for reviewer@demo.local.", "guidelines": "Dev.", "opens_at": timezone.now() - timedelta(days=1), "closes_at": timezone.now() + timedelta(days=45), "created_by": gm, "status": GrantCall.Status.DRAFT, "reviewers_per_application": 1, "review_score_threshold": Decimal("65.00"), "review_deadline_days": 10, "scoring_rubric": [ {"criterion": "Scientific merit", "max_points": 40}, {"criterion": "Impact", "max_points": 30}, {"criterion": "Feasibility", "max_points": 30}, ], }, ) rev_call.reviewer_pool.add(rev, rev2, gm) if rev_call.title != reviewer_queue_title: rev_call.title = reviewer_queue_title rev_call.save(update_fields=["title", "updated_at"]) if rev_call.status == GrantCall.Status.DRAFT: self._ensure_publish_prerequisites(rev_call) publish_call(rev_call, auto_close_acknowledged=True) self._ensure_required_documents(rev_call, DOCS_STANDARD) self._sync_grant_call_html(rev_call) funding_allocations = { "demo-seed-call": Decimal("35000.00"), "e2e-pilot-call": Decimal("25000.00"), "e2e-reviewer-call": Decimal("12000.00"), "e2e-eligibility-call": Decimal("8000.00"), "e2e-interview-call": Decimal("15000.00"), "e2e-conflict-call": Decimal("12000.00"), "e2e-blind-call": Decimal("13000.00"), } for slug, ceiling in funding_allocations.items(): gc = GrantCall.objects.filter(slug=slug).first() if not gc: continue gc_updates = [] if gc.funding_record_id != seeded_funding.id: gc.funding_record = seeded_funding gc_updates.append("funding_record") if gc.budget_ceiling != ceiling: gc.budget_ceiling = ceiling gc_updates.append("budget_ceiling") if gc_updates: gc_updates.append("updated_at") gc.save(update_fields=gc_updates) app_r, _ = Application.objects.get_or_create( call=rev_call, applicant=scholar, defaults={"institution": inst}, ) if app_r.status == Application.Status.DRAFT: submit_application(app_r) app_r = Application.objects.get(pk=app_r.pk) self._assign_reviewer_when_under_review(app_r, rev, declare_conflict=False) self._sync_application_proposal(app_r, "Research proposal — E2E reviewer queue (scholar)") # Award + budget + submitted disbursement (finance approval UI) recip, _ = User.objects.get_or_create( email="award.recipient@demo.local", defaults={"role": UserRole.SCHOLAR, "institution": inst}, ) recip.set_password(password) recip.role = UserRole.SCHOLAR recip.institution = inst recip.save() self._set_profile_screening(recip, degree=UserProfile.DegreeLevel.PHD) app_aw, _ = Application.objects.get_or_create( call=demo_call, applicant=recip, defaults={"institution": inst}, ) if app_aw.status == Application.Status.DRAFT: submit_application(app_aw) app_aw = Application.objects.get(pk=app_aw.pk) self._sync_application_proposal( app_aw, "Full proposal — demo seed award recipient", ) app_aw = Application.objects.get(pk=app_aw.pk) # Two submitted reviews + rubric scores before shortlist/award (manager list avg / review counts). if app_aw.status == Application.Status.UNDER_REVIEW: self._assign_reviewer_when_under_review(app_aw, rev, declare_conflict=False) self._assign_reviewer_when_under_review(app_aw, rev2, declare_conflict=False) r_aw_a = Review.objects.filter(application=app_aw, reviewer=rev).first() r_aw_b = Review.objects.filter(application=app_aw, reviewer=rev2).first() demo_award_scores_a = { "Scientific merit": Decimal("35"), "Impact": Decimal("28"), "Feasibility": Decimal("22"), } demo_award_scores_b = { "Scientific merit": Decimal("33"), "Impact": Decimal("26"), "Feasibility": Decimal("20"), } if r_aw_a and r_aw_a.submitted_at is None: submit_review( r_aw_a, demo_award_scores_a, "Strong merit and impact; recommend funding within programme budget.", ) if r_aw_b and r_aw_b.submitted_at is None: submit_review( r_aw_b, demo_award_scores_b, "Meets bar for award; standard monitoring recommended.", ) app_aw = Application.objects.get(pk=app_aw.pk) if app_aw.status == Application.Status.UNDER_REVIEW: shortlist_application(app_aw) app_aw = Application.objects.get(pk=app_aw.pk) app_aw = Application.objects.get(pk=app_aw.pk) if app_aw.status == Application.Status.SHORTLISTED: award_application( app_aw, Decimal("12000.00"), date.today() + timedelta(days=365), narrative=_html_rich_description("Award narrative — seeded demo recipient (finance E2E)"), ) app_aw = Application.objects.get(pk=app_aw.pk) if hasattr(app_aw, "award"): award = app_aw.award today = timezone.now().date() rich_narrative = _html_rich_description("Award narrative — seeded demo recipient (finance E2E)") if award.narrative != rich_narrative: award.narrative = rich_narrative award.save(update_fields=["narrative"]) budget, _ = Budget.objects.get_or_create( award=award, name="Seeded operating budget", defaults={ "fiscal_year": timezone.now().year, "status": Budget.Status.APPROVED, "account_reference": "OPS-001", }, ) budget_updates = [] if budget.funding_source_id != funding_source.id: budget.funding_source = funding_source budget_updates.append("funding_source") if budget.status != Budget.Status.APPROVED: budget.status = Budget.Status.APPROVED budget_updates.append("status") if budget.account_reference != "OPS-001": budget.account_reference = "OPS-001" budget_updates.append("account_reference") if budget_updates: budget.save(update_fields=budget_updates) if not budget.lines.exists(): BudgetLine.objects.create( budget=budget, label="Personnel", category=BudgetLine.Category.PERSONNEL, quantity=Decimal("12"), unit="months", unit_cost=Decimal("4166.67"), account_code="OPS-PERS", allocation_year=timezone.now().year, amount=Decimal("50000.04"), ) BudgetLine.objects.create( budget=budget, label="Supplies", category=BudgetLine.Category.OPERATIONS, quantity=Decimal("1"), unit="lot", unit_cost=Decimal("10000.00"), account_code="OPS-SUP", allocation_year=timezone.now().year, amount=Decimal("10000.00"), ) if not budget.disbursement_requests.filter(status=DisbursementRequest.Status.SUBMITTED).exists(): DisbursementRequest.objects.create( budget=budget, amount=Decimal("2500.00"), justification=_html_rich_description( "Disbursement justification — seeded pending request (Quill / finance E2E)" ), status=DisbursementRequest.Status.SUBMITTED, payment_method=DisbursementRequest.PaymentMethod.BANK_TRANSFER, scheduled_for=today + timedelta(days=14), account_reference="BEN-OPS-001", requested_by=gm, ) dr_sub = ( budget.disbursement_requests.filter(status=DisbursementRequest.Status.SUBMITTED) .order_by("-pk") .first() ) if dr_sub: rich_just = _html_rich_description( "Disbursement justification — seeded pending request (Quill / finance E2E)" ) if dr_sub.justification != rich_just: dr_sub.justification = rich_just dr_sub.payment_method = DisbursementRequest.PaymentMethod.BANK_TRANSFER dr_sub.scheduled_for = dr_sub.scheduled_for or (today + timedelta(days=14)) dr_sub.account_reference = dr_sub.account_reference or "BEN-OPS-001" dr_sub.save(update_fields=["justification", "payment_method", "scheduled_for", "account_reference"]) overdue_cutoff = today - timedelta(days=7) project, _ = Project.objects.get_or_create( award=award, defaults={ "title": "Seeded PRD dashboard project", "lead": recip, "summary": _html_rich_description( "Project summary — seeded PRD dashboard project (milestones E2E)" ), "start_date": today - timedelta(days=120), "end_date": award.project_end_date, "status": Project.Status.AT_RISK, }, ) rich_summary = _html_rich_description( "Project summary — seeded PRD dashboard project (milestones E2E)" ) if project.summary != rich_summary: project.summary = rich_summary project.save(update_fields=["summary"]) if project.finance_budget_id != budget.id: project.finance_budget = budget project.save(update_fields=["finance_budget"]) if project.lead_id is None: project.lead = recip project.save(update_fields=["lead"]) if project.milestones.count() < 3: Milestone.objects.filter(project=project).delete() m1 = Milestone.objects.create( project=project, name="3-month progress report", due_date=overdue_cutoff - timedelta(days=7), report_due=True, status=Milestone.Status.OVERDUE, ) m2 = Milestone.objects.create( project=project, name="6-month progress report", due_date=today + timedelta(days=5), report_due=True, status=Milestone.Status.REVISION_REQUIRED, report_submitted_at=timezone.now() - timedelta(days=1), report_summary="Submitted with partial evidence; revisions requested by programme lead.", submitted_by=program_manager, reviewed_at=timezone.now(), reviewed_by=program_director, review_comment="Please provide complete field evidence before tranche release.", ) m3 = Milestone.objects.create( project=project, name="9-month progress report", due_date=today + timedelta(days=90), report_due=True, report_submitted_at=timezone.now(), status=Milestone.Status.ACCEPTED, report_summary="Full report submitted and accepted for disbursement gate.", submitted_by=program_manager, reviewed_at=timezone.now(), reviewed_by=finance_director, review_comment="Accepted — milestone gate passed for finance processing.", ) MilestoneAudit.objects.create( milestone=m1, event="seed_overdue", actor=program_manager, payload={"status": m1.status, "source": "seed_rims"}, ) MilestoneAudit.objects.create( milestone=m2, event="seed_revision_required", actor=program_director, payload={"status": m2.status, "source": "seed_rims"}, ) MilestoneAudit.objects.create( milestone=m3, event="seed_accepted", actor=finance_director, payload={"status": m3.status, "source": "seed_rims"}, ) accepted_gate = project.milestones.filter(status=Milestone.Status.ACCEPTED).order_by("due_date").first() if accepted_gate and dr_sub and dr_sub.milestone_id != accepted_gate.id: dr_sub.milestone = accepted_gate dr_sub.save(update_fields=["milestone"]) # Finance ↔ project connectivity: expenditures, tranches, second budget, execution lines, risk. line_main = budget.lines.order_by("pk").first() self._seed_expenditures_for_budget(budget, actor=fo, today=today) if not budget.payment_schedules.exists(): PaymentSchedule.objects.create( budget=budget, due_on=today - timedelta(days=60), amount=Decimal("15000.00"), label="Q1 tranche (paid)", paid=True, ) PaymentSchedule.objects.create( budget=budget, due_on=today + timedelta(days=30), amount=Decimal("20000.00"), label="Q2 tranche (upcoming)", paid=False, ) cap_fs, _ = FundingSource.objects.get_or_create( code="demo-matching-funds", defaults={ "name": "Demo matching funds pool", "partner": partner, "description": "Secondary funding stream for multi-budget award demos.", }, ) if cap_fs.partner_id != partner.id: cap_fs.partner = partner cap_fs.save(update_fields=["partner"]) cap_budget, _ = Budget.objects.get_or_create( award=award, name="Capital / equipment reserve", defaults={ "fiscal_year": timezone.now().year, "funding_source": cap_fs, "status": Budget.Status.FINALIZED, "account_reference": "CAP-001", }, ) cap_updates = [] if cap_budget.funding_source_id != cap_fs.id: cap_budget.funding_source = cap_fs cap_updates.append("funding_source") if cap_budget.status != Budget.Status.FINALIZED: cap_budget.status = Budget.Status.FINALIZED cap_updates.append("status") if cap_budget.account_reference != "CAP-001": cap_budget.account_reference = "CAP-001" cap_updates.append("account_reference") if cap_updates: cap_budget.save(update_fields=cap_updates) if not cap_budget.lines.exists(): BudgetLine.objects.create( budget=cap_budget, label="Equipment", category=BudgetLine.Category.EQUIPMENT, quantity=Decimal("5"), unit="items", unit_cost=Decimal("5000.00"), account_code="CAP-EQP", allocation_year=timezone.now().year, amount=Decimal("25000.00"), ) BudgetLine.objects.create( budget=cap_budget, label="Field travel", category=BudgetLine.Category.TRAVEL, quantity=Decimal("10"), unit="trips", unit_cost=Decimal("500.00"), account_code="CAP-TRV", allocation_year=timezone.now().year, amount=Decimal("5000.00"), ) paid_req, _ = DisbursementRequest.objects.get_or_create( budget=cap_budget, amount=Decimal("5000.00"), requested_by=fo, defaults={ "justification": "Seeded executed payment for capital budget.", "status": DisbursementRequest.Status.APPROVED, "payment_method": DisbursementRequest.PaymentMethod.BANK_TRANSFER, "scheduled_for": today - timedelta(days=10), "account_reference": "BEN-CAP-001", "approved_by": finance_director, "approved_at": timezone.now() - timedelta(days=12), }, ) paid_req.payment_method = DisbursementRequest.PaymentMethod.BANK_TRANSFER paid_req.scheduled_for = paid_req.scheduled_for or (today - timedelta(days=10)) paid_req.account_reference = paid_req.account_reference or "BEN-CAP-001" paid_req.approved_by = paid_req.approved_by or finance_director paid_req.approved_at = paid_req.approved_at or (timezone.now() - timedelta(days=12)) if paid_req.status not in [DisbursementRequest.Status.APPROVED, DisbursementRequest.Status.PAID]: paid_req.status = DisbursementRequest.Status.APPROVED paid_req.save() self._seed_disbursement_finance_state( request=paid_req, execution_status=DisbursementExecution.Status.EXECUTED, reconciliation_status=DisbursementReconciliation.Status.RECONCILED, reference="TX-SEED-001", actor=fo, ) self._seed_expenditures_for_budget(cap_budget, actor=fo, today=today) if not project.budget_lines.exists(): ProjectBudgetLine.objects.create( project=project, label="Personnel execution", allocated=Decimal("30000.00"), spent=Decimal("8500.00"), ) ProjectBudgetLine.objects.create( project=project, label="Supplies execution", allocated=Decimal("8000.00"), spent=Decimal("1200.00"), ) if not project.risk_flags.filter(cleared=False).exists(): RiskFlag.objects.create( project=project, reason="Seeded risk — reporting lag (projects connectivity demo)", severity=RiskFlag.Severity.MEDIUM, cleared=False, ) elig_user = self._ensure_demo_user( "eligibility.applicant@demo.local", UserRole.SCHOLAR, inst, password, ) # Intentionally fails PhD-only rule on e2e-eligibility-call (do not set a degree). self._set_profile_screening(elig_user, degree="") conflict_user = self._ensure_demo_user( "conflict.applicant@demo.local", UserRole.SCHOLAR, inst, password, ) self._set_profile_screening(conflict_user, degree=UserProfile.DegreeLevel.PHD) interview_user = self._ensure_demo_user( "interview.applicant@demo.local", UserRole.SCHOLAR, inst, password, ) self._set_profile_screening(interview_user, degree=UserProfile.DegreeLevel.PHD) blind_user = self._ensure_demo_user( "blind.applicant@demo.local", UserRole.SCHOLAR, inst, password, ) self._set_profile_screening(blind_user, degree=UserProfile.DegreeLevel.PHD) # PRD 6.1 — automated eligibility (degree): PhD-only call, applicant has no degree on profile. elig_call, _ = GrantCall.objects.get_or_create( slug="e2e-eligibility-call", defaults={ "title": "E2E eligibility — PhD required", "description": "Submit as eligibility.applicant@demo.local → screened ineligible (blank degree).", "guidelines": "Dev.", "opens_at": timezone.now() - timedelta(days=1), "closes_at": timezone.now() + timedelta(days=30), "created_by": gm, "status": GrantCall.Status.DRAFT, "scoring_rubric": [{"criterion": "Overall", "max_points": 20}], }, ) self._publish_if_draft(elig_call) if not elig_call.eligibility_rules.filter(rule_type=EligibilityRule.RuleType.DEGREE).exists(): EligibilityRule.objects.create( call=elig_call, rule_type=EligibilityRule.RuleType.DEGREE, params={"levels": ["phd"]}, is_blocking=True, ) self._ensure_required_documents(elig_call, DOCS_PHD_ELIGIBILITY) self._sync_grant_call_html(elig_call) app_deg, _ = Application.objects.get_or_create( call=elig_call, applicant=elig_user, defaults={"institution": inst}, ) if app_deg.status == Application.Status.DRAFT: submit_application(app_deg) self._sync_application_proposal( Application.objects.get(pk=app_deg.pk), "Statement of interest — eligibility E2E (expected ineligible after screening)", ) # Interview required before award (manager UI: toggle + blocked award link when not done). int_call, _ = GrantCall.objects.get_or_create( slug="e2e-interview-call", defaults={ "title": "E2E interview-before-award", "description": "Shortlisted application pending interview completion.", "guidelines": "Dev.", "opens_at": timezone.now() - timedelta(days=1), "closes_at": timezone.now() + timedelta(days=60), "created_by": gm, "status": GrantCall.Status.DRAFT, "interview_required": True, "scoring_rubric": [{"criterion": "Overall", "max_points": 20}], }, ) self._publish_if_draft(int_call) if not int_call.interview_required: int_call.interview_required = True int_call.save(update_fields=["interview_required", "updated_at"]) int_updates = [] if int_call.verification_required is not True: int_call.verification_required = True int_updates.append("verification_required") if int_call.verification_type != GrantCall.VerificationType.INSTITUTIONAL: int_call.verification_type = GrantCall.VerificationType.INSTITUTIONAL int_updates.append("verification_type") if int_call.reviewers_per_application != 1: int_call.reviewers_per_application = 1 int_updates.append("reviewers_per_application") if int_updates: int_updates.append("updated_at") int_call.save(update_fields=int_updates) int_call.reviewer_pool.add(rev, gm) self._ensure_required_documents(int_call, DOCS_STANDARD) self._sync_grant_call_html(int_call) app_iv, _ = Application.objects.get_or_create( call=int_call, applicant=interview_user, defaults={"institution": inst}, ) if app_iv.status == Application.Status.DRAFT: submit_application(app_iv) app_iv = Application.objects.get(pk=app_iv.pk) if app_iv.status == Application.Status.UNDER_REVIEW: shortlist_application(app_iv) self._sync_application_proposal( Application.objects.get(pk=app_iv.pk), "Research proposal — interview gate E2E applicant", ) interview = app_iv.interviews.order_by("-scheduled_for").first() if not interview: interview = create_or_update_interview( app_iv, scheduled_for=timezone.now() + timedelta(days=3), format=InterviewSchedule.Format.VIRTUAL, venue="RUFORUM panel room", notes="Seeded interview workflow for manager UI.", actor=gm, status=InterviewSchedule.Status.SCHEDULED, ) verification = app_iv.verification_records.order_by("-created_at").first() if not verification: record_verification( app_iv, verification_type=VerificationRecord._meta.get_field("verification_type").default if not app_iv.call.verification_type else app_iv.call.verification_type, status=VerificationRecord.Status.PENDING, summary="Seeded institutional verification pending completion.", findings={"source": "seed_rims", "institution_confirmed": False}, actor=gm, ) # Divergent reviewer recommendations → conflict panel for grants manager. conf_call, _ = GrantCall.objects.get_or_create( slug="e2e-conflict-call", defaults={ "title": "E2E reviewer recommendation conflict", "description": "Two submitted reviews with different recommendation text.", "guidelines": "Dev.", "opens_at": timezone.now() - timedelta(days=1), "closes_at": timezone.now() + timedelta(days=60), "created_by": gm, "status": GrantCall.Status.DRAFT, "reviewers_per_application": 2, "scoring_rubric": [{"criterion": "Overall", "max_points": 20}], }, ) conf_call.reviewer_pool.add(rev, rev2, gm) self._publish_if_draft(conf_call) self._ensure_required_documents(conf_call, DOCS_STANDARD) self._sync_grant_call_html(conf_call) app_cf, _ = Application.objects.get_or_create( call=conf_call, applicant=conflict_user, defaults={"institution": inst}, ) if app_cf.status == Application.Status.DRAFT: submit_application(app_cf) app_cf = Application.objects.get(pk=app_cf.pk) if app_cf.status == Application.Status.UNDER_REVIEW: self._assign_reviewer_when_under_review(app_cf, rev, declare_conflict=False) self._assign_reviewer_when_under_review(app_cf, rev2, declare_conflict=False) r1 = Review.objects.filter(application=app_cf, reviewer=rev).first() r2 = Review.objects.filter(application=app_cf, reviewer=rev2).first() if r1 and r1.submitted_at is None: submit_review(r1, {"Overall": Decimal("16")}, "Recommend funding; strong proposal.") if r2 and r2.submitted_at is None: submit_review(r2, {"Overall": Decimal("10")}, "Do not recommend; methodology concerns.") self._sync_application_proposal( Application.objects.get(pk=app_cf.pk), "Research proposal — reviewer conflict E2E applicant", ) # Blind review: anonymized code on submit + reviewer queue label. blind_call, _ = GrantCall.objects.get_or_create( slug="e2e-blind-call", defaults={ "title": "E2E blind review call", "description": "Blind review enabled; reviewer sees anonymized code.", "guidelines": "Dev.", "opens_at": timezone.now() - timedelta(days=1), "closes_at": timezone.now() + timedelta(days=60), "created_by": gm, "status": GrantCall.Status.DRAFT, "blind_review": True, "reviewers_per_application": 1, "scoring_rubric": [{"criterion": "Overall", "max_points": 20}], }, ) blind_call.reviewer_pool.add(rev, gm) self._publish_if_draft(blind_call) if not blind_call.blind_review: blind_call.blind_review = True blind_call.save(update_fields=["blind_review", "updated_at"]) self._ensure_required_documents(blind_call, DOCS_STANDARD) self._sync_grant_call_html(blind_call) app_bl, _ = Application.objects.get_or_create( call=blind_call, applicant=blind_user, defaults={"institution": inst}, ) if app_bl.status == Application.Status.DRAFT: submit_application(app_bl) app_bl = Application.objects.get(pk=app_bl.pk) if app_bl.status == Application.Status.UNDER_REVIEW and not app_bl.reviews.exists(): self._assign_reviewer_when_under_review(app_bl, rev, declare_conflict=False) self._sync_application_proposal( Application.objects.get(pk=app_bl.pk), "Research proposal — blind review E2E applicant", ) # Scholarships: programme linked to demo call + partner; scholar row ↔ grant award (ecosystem). prog_desc = _html_rich_description("Scholarship programme description — IILMP demo (scholarships E2E)") sch, _ = Scholarship.objects.get_or_create( name="Demo scholarship programme (IILMP seed)", defaults={ "description": prog_desc, "grant_call": demo_call, "partner": partner, "is_active": True, }, ) sch_updates = [] if sch.description != prog_desc: sch.description = prog_desc sch_updates.append("description") if sch.grant_call_id != demo_call.id: sch.grant_call = demo_call sch_updates.append("grant_call") if sch.partner_id != partner.id: sch.partner = partner sch_updates.append("partner") if not sch.is_active: sch.is_active = True sch_updates.append("is_active") if sch_updates: sch.save(update_fields=sch_updates) recip_award = ( Award.objects.filter(application__call=demo_call, application__applicant=recip).first() ) if recip_award: scholar_row, _ = Scholar.objects.get_or_create( user=recip, scholarship=sch, defaults={ "institution": inst, "award": recip_award, "cohort_year": timezone.now().year, "notes": "Seeded scholar ↔ grant award link (demo recipient).", }, ) su = [] if scholar_row.institution_id != inst.id: scholar_row.institution = inst su.append("institution") if scholar_row.award_id != recip_award.id: scholar_row.award = recip_award su.append("award") if scholar_row.cohort_year != timezone.now().year: scholar_row.cohort_year = timezone.now().year su.append("cohort_year") if su: scholar_row.save(update_fields=su) self._seed_stipends_for_scholar(scholar_row) self._seed_progress_reports_for_scholar(scholar_row) self._maybe_seed_graduation(scholar_row) # Wire every seeded call to partner/MOU; scope institutions on all demo slugs (same demo uni). for slug, ceiling in funding_allocations.items(): gc = GrantCall.objects.filter(slug=slug).first() if not gc: continue gc_updates = [] if gc.funding_record_id != seeded_funding.id: gc.funding_record = seeded_funding gc_updates.append("funding_record") if gc.budget_ceiling != ceiling: gc.budget_ceiling = ceiling gc_updates.append("budget_ceiling") if gc_updates: gc_updates.append("updated_at") gc.save(update_fields=gc_updates) self._wire_grant_calls_ecosystem(partner, mou) scope_slugs = tuple(s for s in DEMO_GRANT_CALL_SLUGS if s != "reviewer-queue-e2e-call") self._scope_demo_calls_to_institution(inst, *scope_slugs) self._ensure_fm_budgets_for_awards_without_projects(funding_source) # Operations / finance master data + reviewer profiles for richer demo content. self._seed_strategic_objectives() self._seed_donors(partner=partner, actor=gm) self._seed_exchange_rates() self._seed_reviewer_profiles(rev, rev2) # Operations breadth: extra partners + MOUs across types/states + singletons. self._seed_more_partners_and_mous(inst, gm) self._seed_operations_singletons(gm) # Grants lifecycle artifacts on already-seeded applications, interview, award. for app in Application.objects.filter(call__slug__in=DEMO_GRANT_CALL_SLUGS).exclude(status=Application.Status.DRAFT): self._seed_application_documents(app) if interview is not None: self._seed_interview_outcome(interview, actor=gm) award_for_recipient = ( Award.objects.filter(application__call=demo_call, application__applicant=recip).first() ) if award_for_recipient is not None: self._seed_award_agreement_and_tranches(award_for_recipient, gm=gm, recip=recip) self._seed_milestone_evidence(award_for_recipient, recip=recip) self._seed_academic_progress_reports(award_for_recipient, recip=recip) self._seed_reporting_calendar(seeded_funding) # Projects breadth: deliverables on existing milestones, beneficiaries, # and a smaller secondary project so the project list has multiple rows. primary_project = ( Project.objects.filter(award__application__call=demo_call, award__application__applicant=recip).first() ) if primary_project is not None: self._seed_deliverables_for_project(primary_project, actor=gm) self._seed_beneficiaries_for_project(primary_project, actor=gm) today_local = timezone.now().date() self._seed_secondary_project(gm=gm, today=today_local) # Scholarships breadth: extra programmes, scholars, graduation record. self._seed_more_scholarships_and_scholars( inst=inst, partner=partner, password=password, demo_call=demo_call ) # Finance: BudgetRevision request on the seeded operating budget. seed_budget = ( Budget.objects.filter(award__application__call=demo_call, award__application__applicant=recip) .order_by("pk") .first() ) if seed_budget is not None: self._seed_budget_revision(seed_budget, gm=gm) # Phase 1 — SRS §5.1/§5.4 personas need at least one live RIMS row each # so they land on a populated dashboard at first login. self._seed_phase1_persona_fixtures( inst=inst, gm=gm, scholar=scholar, seed_budget=seed_budget, project_manager_user=project_manager_user, ) # Phase 3 — Application + reviewer integrity (FRFA-AM029). # Seed a reviewer self-declared COI so the manager UI shows the # declared-conflicts row and the reviewer's queue surfaces the # blocked-by-COI empty state. self._seed_phase3_reviewer_coi_demo(gm=gm) def _seed_phase3_reviewer_coi_demo(self, *, gm) -> None: """PRD §5.1 FRFA-AM029 — one reviewer-declared COI in demo data. Uses the existing blind-review e2e application so the demo also shows the declared-conflicts panel honouring the blind-review identity masking. Idempotent: only creates the COI when it doesn't exist. """ from django.utils import timezone app_bl = ( Application.objects.filter(call__slug="e2e-blind-call") .order_by("pk") .first() ) if app_bl is None: return review = Review.objects.filter(application=app_bl).order_by("pk").first() if review is None: return reviewer = review.reviewer coi, created = ConflictOfInterest.objects.get_or_create( application=app_bl, reviewer=reviewer, defaults={ "has_conflict": True, "notes": ( "Reviewer self-declared: prior co-authorship with the applicant on " "an adjacent paper — judgement could be perceived as biased." ), "declared_by": reviewer, "declared_at": timezone.now(), }, ) if not created and not coi.has_conflict: coi.has_conflict = True coi.notes = ( "Reviewer self-declared: prior co-authorship with the applicant on " "an adjacent paper — judgement could be perceived as biased." ) coi.declared_by = reviewer coi.declared_at = timezone.now() coi.save( update_fields=["has_conflict", "notes", "declared_by", "declared_at"] )