"""SP5 investment forms — investors, funding calls, applications, pitch flow. Multi-selects use ``data-select2`` attrs so the project's select2 init partial enhances them automatically. """ from __future__ import annotations from decimal import Decimal from django import forms from django.core.exceptions import ValidationError from django.forms import inlineformset_factory from apps.core.countries import CountryMultipleChoiceField from apps.smehub._shared.choices import ( BUSINESS_STAGES, COUNTRIES, SECTORS, ) from apps.smehub.investment.models import ( FundingApplication, FundingApplicationDocument, FundingCall, Investor, InvestorConnectionRequest, ManualFundingRecord, ) from apps.smehub.onboarding.models import Business INPUT_BASE = ( "block w-full rounded-lg border border-ruforum-border bg-white px-3 py-2 " "text-sm text-ruforum-text shadow-sm placeholder-ruforum-text-muted/70 " "focus:border-ruforum-primary focus:outline-none focus:ring-1 focus:ring-ruforum-primary" ) TEXTAREA_BASE = INPUT_BASE + " min-h-[7rem]" SELECT_BASE = INPUT_BASE CHECKBOX_BASE = "h-4 w-4 rounded border-ruforum-border text-ruforum-primary focus:ring-ruforum-primary" def _s2_single(*, placeholder: str = "") -> dict: attrs = {"class": SELECT_BASE, "data-s2": ""} if placeholder: attrs["data-s2-placeholder"] = placeholder return attrs def _s2_multi(*, placeholder: str) -> dict: return { "class": SELECT_BASE + " min-h-[2.5rem]", "data-s2": "", "data-s2-placeholder": placeholder, } # --------------------------------------------------------------------------- # Investor directory # --------------------------------------------------------------------------- class InvestorForm(forms.ModelForm): """Admin-side create / update form.""" investment_focus = forms.MultipleChoiceField( choices=SECTORS, required=False, widget=forms.SelectMultiple(attrs=_s2_multi(placeholder="Sectors of interest")), ) geographic_preference = CountryMultipleChoiceField( choices=COUNTRIES, required=False, widget=forms.SelectMultiple(attrs=_s2_multi(placeholder="Countries of focus")), ) class Meta: model = Investor fields = [ "org_name", "type", "description", "ticket_size_min", "ticket_size_max", "contact_email", "contact_phone", "website", "logo", "investment_focus", "geographic_preference", ] widgets = { "org_name": forms.TextInput(attrs={"class": INPUT_BASE}), "type": forms.Select(attrs=_s2_single(placeholder="Investor type")), "description": forms.Textarea(attrs={"class": TEXTAREA_BASE, "rows": 4}), "ticket_size_min": forms.NumberInput(attrs={"class": INPUT_BASE, "step": "0.01", "placeholder": "e.g. 10000"}), "ticket_size_max": forms.NumberInput(attrs={"class": INPUT_BASE, "step": "0.01", "placeholder": "e.g. 250000"}), "contact_email": forms.EmailInput(attrs={"class": INPUT_BASE}), "contact_phone": forms.TextInput(attrs={"class": INPUT_BASE}), "website": forms.URLInput(attrs={"class": INPUT_BASE, "placeholder": "https://"}), } help_texts = { "ticket_size_min": "USD. Smallest cheque you'll write.", "ticket_size_max": "USD. Must be ≥ the minimum.", } def __init__(self, *args, **kwargs): super().__init__(*args, **kwargs) if self.instance.pk: self.initial["investment_focus"] = self.instance.investment_focus self.initial["geographic_preference"] = self.instance.geographic_preference def clean(self): cleaned = super().clean() lo = cleaned.get("ticket_size_min") hi = cleaned.get("ticket_size_max") if lo and hi and lo > hi: self.add_error("ticket_size_max", "Maximum ticket size cannot be less than the minimum.") return cleaned class InvestorSelfRegisterForm(InvestorForm): """Investor user self-registers their own profile (FRSME-INV002).""" class Meta(InvestorForm.Meta): fields = [f for f in InvestorForm.Meta.fields if f != "logo"] + ["logo"] class InvestorRejectForm(forms.Form): reason = forms.CharField( widget=forms.Textarea( attrs={"class": TEXTAREA_BASE, "rows": 3, "placeholder": "Tell the investor why this was rejected"}, ), ) class InvestorDeactivateForm(forms.Form): reason = forms.CharField( required=False, widget=forms.Textarea( attrs={"class": TEXTAREA_BASE, "rows": 3, "placeholder": "Optional context"}, ), ) # --------------------------------------------------------------------------- # Funding calls # --------------------------------------------------------------------------- class ReadinessThresholdConfigForm(forms.ModelForm): """FRSME-INV010 — admin editor for the active readiness thresholds.""" class Meta: from apps.smehub.investment.models import ReadinessThresholdConfig model = ReadinessThresholdConfig fields = [ "name", "verified_business_required", "baseline_required", "incubation_completion_required", "min_partnerships", "min_showcase_or_catalogue", "min_funding_events", ] widgets = { "name": forms.TextInput(attrs={"class": INPUT_BASE}), "verified_business_required": forms.CheckboxInput(attrs={"class": CHECKBOX_BASE}), "baseline_required": forms.CheckboxInput(attrs={"class": CHECKBOX_BASE}), "incubation_completion_required": forms.CheckboxInput(attrs={"class": CHECKBOX_BASE}), "min_partnerships": forms.NumberInput(attrs={"class": INPUT_BASE, "min": 0}), "min_showcase_or_catalogue": forms.NumberInput(attrs={"class": INPUT_BASE, "min": 0}), "min_funding_events": forms.NumberInput(attrs={"class": INPUT_BASE, "min": 0}), } class FundingCallForm(forms.ModelForm): target_sectors = forms.MultipleChoiceField( choices=SECTORS, required=False, widget=forms.SelectMultiple(attrs=_s2_multi(placeholder="Target sectors")), ) target_stages = forms.MultipleChoiceField( choices=BUSINESS_STAGES, required=False, widget=forms.SelectMultiple(attrs=_s2_multi(placeholder="Target business stages")), ) target_countries = CountryMultipleChoiceField( choices=COUNTRIES, required=False, widget=forms.SelectMultiple(attrs=_s2_multi(placeholder="Eligible countries")), ) class Meta: model = FundingCall fields = [ "title", "type", "summary", "description", "amount_min", "amount_max", "application_deadline", "contact_email", "cover_image", "investor", "target_sectors", "target_stages", "target_countries", "min_full_time_staff", "require_incubation_complete", ] widgets = { "title": forms.TextInput(attrs={"class": INPUT_BASE}), "type": forms.Select(attrs=_s2_single(placeholder="Funding type")), "summary": forms.Textarea(attrs={"class": TEXTAREA_BASE, "rows": 3}), "description": forms.Textarea(attrs={"class": TEXTAREA_BASE, "rows": 6}), "amount_min": forms.NumberInput(attrs={"class": INPUT_BASE, "step": "0.01"}), "amount_max": forms.NumberInput(attrs={"class": INPUT_BASE, "step": "0.01"}), "min_full_time_staff": forms.NumberInput(attrs={"class": INPUT_BASE, "min": 0}), "require_incubation_complete": forms.CheckboxInput(attrs={"class": CHECKBOX_BASE}), "application_deadline": forms.DateTimeInput( attrs={"class": INPUT_BASE, "type": "datetime-local"}, ), "contact_email": forms.EmailInput(attrs={"class": INPUT_BASE}), "investor": forms.Select(attrs=_s2_single(placeholder="Sponsoring investor (optional)")), } def __init__(self, *args, **kwargs): super().__init__(*args, **kwargs) self.fields["investor"].queryset = Investor.objects.filter( verification_status=Investor.Status.VERIFIED, ).order_by("org_name") self.fields["investor"].required = False if self.instance.pk: self.initial["target_sectors"] = self.instance.target_sectors self.initial["target_stages"] = self.instance.target_stages self.initial["target_countries"] = self.instance.target_countries def clean(self): cleaned = super().clean() lo = cleaned.get("amount_min") hi = cleaned.get("amount_max") if lo and hi and lo > hi: self.add_error("amount_max", "Maximum amount cannot be less than the minimum.") return cleaned # --------------------------------------------------------------------------- # Funding applications # --------------------------------------------------------------------------- class FundingApplicationStartForm(forms.Form): """Picks the business that will own this funding application.""" business = forms.ModelChoiceField( queryset=None, widget=forms.Select(attrs=_s2_single(placeholder="Pick a verified business")), ) def __init__(self, *args, entrepreneur=None, **kwargs): super().__init__(*args, **kwargs) self.fields["business"].queryset = Business.objects.filter( entrepreneur=entrepreneur, verification_status=Business.Status.VERIFIED, ).order_by("name") class FundingApplicationForm(forms.ModelForm): """Application wizard form. Used in DRAFT + RETURNED_FOR_INFO states.""" class Meta: model = FundingApplication fields = [ "funding_request_amount", "pitch_summary", "use_of_funds", "traction", "team_summary", "business_plan_file", "financial_projections_file", ] widgets = { "funding_request_amount": forms.NumberInput( attrs={"class": INPUT_BASE, "step": "0.01", "min": "0", "placeholder": "e.g. 50000"}, ), "pitch_summary": forms.Textarea(attrs={"class": TEXTAREA_BASE, "rows": 4}), "use_of_funds": forms.Textarea(attrs={"class": TEXTAREA_BASE, "rows": 4}), "traction": forms.Textarea(attrs={"class": TEXTAREA_BASE, "rows": 4}), "team_summary": forms.Textarea(attrs={"class": TEXTAREA_BASE, "rows": 4}), } help_texts = { "funding_request_amount": "Enter the amount in USD, whole numbers (e.g. 50000, not 50).", } class FundingApplicationDocumentForm(forms.ModelForm): class Meta: model = FundingApplicationDocument fields = ["label", "file"] widgets = { "label": forms.TextInput(attrs={"class": INPUT_BASE, "placeholder": "Document label"}), } FundingApplicationDocumentFormSet = inlineformset_factory( FundingApplication, FundingApplicationDocument, form=FundingApplicationDocumentForm, extra=2, max_num=10, can_delete=True, ) class FundingApplicationDecisionForm(forms.Form): ACTION_CHOICES = ( ("accept", "Accept"), ("reject", "Reject"), ("return_for_info", "Return for more info"), ) action = forms.ChoiceField( choices=ACTION_CHOICES, widget=forms.Select(attrs=_s2_single(placeholder="Decision")), ) note = forms.CharField( required=False, widget=forms.Textarea( attrs={ "class": TEXTAREA_BASE, "rows": 3, "placeholder": "Decision note / message to applicant", }, ), ) # --------------------------------------------------------------------------- # Investor pitch flow # --------------------------------------------------------------------------- class InvestorConnectionRequestForm(forms.ModelForm): business = forms.ModelChoiceField( queryset=None, widget=forms.Select(attrs=_s2_single(placeholder="Pick a verified business")), ) class Meta: model = InvestorConnectionRequest fields = ["business", "funding_ask", "supporting_link", "message"] widgets = { "message": forms.Textarea( attrs={ "class": TEXTAREA_BASE + " js-quill", "rows": 8, "placeholder": ( "Lead with the problem and your traction. Include the " "ask, use of funds, and what you need from this investor." ), "data-quill-toolbar": "full", }, ), "funding_ask": forms.NumberInput( attrs={ "class": INPUT_BASE, "step": "0.01", "min": "0", "placeholder": "e.g. 50000", }, ), "supporting_link": forms.URLInput( attrs={ "class": INPUT_BASE, "placeholder": "https://… (deck, demo, one-pager)", }, ), } def __init__(self, *args, entrepreneur=None, **kwargs): super().__init__(*args, **kwargs) self.fields["business"].queryset = Business.objects.filter( entrepreneur=entrepreneur, verification_status=Business.Status.VERIFIED, ).order_by("name") self.fields["funding_ask"].required = False self.fields["supporting_link"].required = False class InvestorRequestDeclineForm(forms.Form): reason = forms.CharField( required=False, widget=forms.Textarea( attrs={"class": TEXTAREA_BASE, "rows": 3, "placeholder": "Optional reason for declining"}, ), ) # --------------------------------------------------------------------------- # Manual funding records (admin only) # --------------------------------------------------------------------------- class ManualFundingRecordForm(forms.ModelForm): class Meta: model = ManualFundingRecord fields = [ "entrepreneur", "business", "investor", "funder_name", "amount", "currency", "funded_at", "source_note", ] widgets = { "entrepreneur": forms.Select( attrs=_s2_single(placeholder="Pick an entrepreneur"), ), "business": forms.Select( attrs=_s2_single(placeholder="Pick the business"), ), "investor": forms.Select( attrs=_s2_single(placeholder="Optional: linked investor"), ), "funder_name": forms.TextInput(attrs={"class": INPUT_BASE}), "amount": forms.NumberInput(attrs={"class": INPUT_BASE, "step": "0.01", "min": "0"}), "currency": forms.TextInput(attrs={"class": INPUT_BASE}), "funded_at": forms.DateInput( attrs={"class": INPUT_BASE, "type": "date"}, ), "source_note": forms.Textarea(attrs={"class": TEXTAREA_BASE, "rows": 3}), } def __init__(self, *args, **kwargs): super().__init__(*args, **kwargs) from apps.smehub.onboarding.models import EntrepreneurProfile self.fields["entrepreneur"].queryset = EntrepreneurProfile.objects.filter( verification_status=EntrepreneurProfile.Status.VERIFIED, ).select_related("user") self.fields["business"].queryset = Business.objects.filter( verification_status=Business.Status.VERIFIED, ).select_related("entrepreneur__user") self.fields["investor"].queryset = Investor.objects.filter( verification_status=Investor.Status.VERIFIED, ).order_by("org_name") self.fields["investor"].required = False def clean(self): cleaned = super().clean() amount = cleaned.get("amount") if amount is not None and Decimal(amount) <= 0: self.add_error("amount", "Amount must be positive.") ent = cleaned.get("entrepreneur") biz = cleaned.get("business") if ent and biz and biz.entrepreneur_id != ent.pk: self.add_error("business", "Selected business does not belong to this entrepreneur.") return cleaned # --------------------------------------------------------------------------- # Dashboard share # --------------------------------------------------------------------------- class ShareDashboardForm(forms.Form): investor = forms.ModelChoiceField( queryset=None, widget=forms.Select(attrs=_s2_single(placeholder="Investor to share with")), ) scope = forms.ChoiceField( choices=( ("summary", "Summary view"), ("full", "Full performance view"), ), widget=forms.Select(attrs=_s2_single(placeholder="Visibility scope")), ) note = forms.CharField( required=False, widget=forms.TextInput( attrs={"class": INPUT_BASE, "placeholder": "Optional note for the audit log"}, ), ) def __init__(self, *args, **kwargs): super().__init__(*args, **kwargs) self.fields["investor"].queryset = Investor.objects.filter( verification_status=Investor.Status.VERIFIED, ).order_by("org_name")