271 lines
13 KiB
Python
271 lines
13 KiB
Python
from __future__ import annotations
|
|
|
|
from django.db import models
|
|
|
|
from control_plane.common import TimestampedModel
|
|
|
|
|
|
class CompanyProposalStatus(models.TextChoices):
|
|
DRAFT = "DRAFT"
|
|
SUBMITTED = "SUBMITTED"
|
|
UNDER_DILIGENCE = "UNDER_DILIGENCE"
|
|
REVISE = "REVISE"
|
|
FUNDED_RECOMMENDED = "FUNDED_RECOMMENDED"
|
|
WATCHLIST = "WATCHLIST"
|
|
REJECTED = "REJECTED"
|
|
|
|
|
|
class ICDecisionType(models.TextChoices):
|
|
FUND_RECOMMENDED = "FUND_RECOMMENDED"
|
|
CONDITIONAL_FUND = "CONDITIONAL_FUND"
|
|
REVISE_AND_RESUBMIT = "REVISE_AND_RESUBMIT"
|
|
WATCHLIST = "WATCHLIST"
|
|
PIVOT = "PIVOT"
|
|
REJECT = "REJECT"
|
|
|
|
|
|
class CapabilityStatus(models.TextChoices):
|
|
AVAILABLE = "AVAILABLE"
|
|
PARTIAL = "PARTIAL"
|
|
MISSING = "MISSING"
|
|
|
|
|
|
class CapabilityPriority(models.TextChoices):
|
|
BEFORE_VALIDATION = "BEFORE_VALIDATION"
|
|
BEFORE_FIRST_CUSTOMER = "BEFORE_FIRST_CUSTOMER"
|
|
BEFORE_SCALING = "BEFORE_SCALING"
|
|
|
|
|
|
class EvidenceTier(models.TextChoices):
|
|
TIER_0_THESIS = "TIER_0_THESIS"
|
|
TIER_1_PUBLIC_EVIDENCE = "TIER_1_PUBLIC_EVIDENCE"
|
|
TIER_2_CUSTOMER_SIGNAL = "TIER_2_CUSTOMER_SIGNAL"
|
|
TIER_3_WILLINGNESS_TO_PAY = "TIER_3_WILLINGNESS_TO_PAY"
|
|
TIER_4_PAID_CUSTOMER = "TIER_4_PAID_CUSTOMER"
|
|
TIER_5_REPEATABLE_TRACTION = "TIER_5_REPEATABLE_TRACTION"
|
|
|
|
|
|
class OverlapClassification(models.TextChoices):
|
|
NONE = "NONE"
|
|
ADJACENT = "ADJACENT"
|
|
COMPETITIVE = "COMPETITIVE"
|
|
NEAR_DUPLICATE = "NEAR_DUPLICATE"
|
|
DUPLICATE = "DUPLICATE"
|
|
|
|
|
|
class CompanyMandate(TimestampedModel):
|
|
objective = models.TextField()
|
|
constraints = models.JSONField(default=dict, blank=True)
|
|
optimization_targets = models.JSONField(default=list, blank=True)
|
|
max_validation_capital = models.DecimalField(max_digits=10, decimal_places=2, default=50)
|
|
target_net_new_cash = models.DecimalField(max_digits=10, decimal_places=2, default=500)
|
|
target_window_days = models.PositiveIntegerField(default=30)
|
|
metadata = models.JSONField(default=dict, blank=True)
|
|
|
|
|
|
class VentureThesis(TimestampedModel):
|
|
mandate = models.ForeignKey(CompanyMandate, on_delete=models.CASCADE, related_name="theses")
|
|
title = models.CharField(max_length=255)
|
|
thesis = models.TextField()
|
|
similarity_fingerprint = models.CharField(max_length=128, blank=True)
|
|
related_theses = models.JSONField(default=list, blank=True)
|
|
competitive_theses = models.JSONField(default=list, blank=True)
|
|
portfolio_visibility = models.JSONField(default=dict, blank=True)
|
|
metadata = models.JSONField(default=dict, blank=True)
|
|
evidence_tier = models.CharField(max_length=40, choices=EvidenceTier.choices, default=EvidenceTier.TIER_0_THESIS)
|
|
|
|
|
|
class CompanyProposal(TimestampedModel):
|
|
mandate = models.ForeignKey(CompanyMandate, on_delete=models.PROTECT, related_name="company_proposals")
|
|
thesis = models.ForeignKey(VentureThesis, on_delete=models.SET_NULL, null=True, blank=True, related_name="company_proposals")
|
|
title = models.CharField(max_length=255)
|
|
description = models.TextField()
|
|
problem = models.TextField()
|
|
target_customer = models.TextField()
|
|
proposed_solution = models.TextField()
|
|
business_model = models.TextField()
|
|
pricing_hypothesis = models.TextField()
|
|
acquisition_strategy = models.TextField()
|
|
validation_plan = models.TextField()
|
|
capital_requested = models.DecimalField(max_digits=10, decimal_places=2, default=0)
|
|
time_to_first_dollar_estimate = models.CharField(max_length=120)
|
|
expected_margin = models.CharField(max_length=120)
|
|
build_complexity = models.CharField(max_length=80)
|
|
market_evidence = models.JSONField(default=list, blank=True)
|
|
differentiation = models.TextField()
|
|
major_risks = models.JSONField(default=list, blank=True)
|
|
confidence = models.FloatField(default=0.0)
|
|
status = models.CharField(max_length=32, choices=CompanyProposalStatus.choices, default=CompanyProposalStatus.DRAFT)
|
|
pitch = models.JSONField(default=dict, blank=True)
|
|
metadata = models.JSONField(default=dict, blank=True)
|
|
evidence_tier = models.CharField(max_length=40, choices=EvidenceTier.choices, default=EvidenceTier.TIER_0_THESIS)
|
|
|
|
|
|
class CompanyBoardReview(TimestampedModel):
|
|
proposal = models.ForeignKey(CompanyProposal, on_delete=models.CASCADE, related_name="board_reviews")
|
|
observations = models.JSONField(default=dict, blank=True)
|
|
strengths = models.JSONField(default=list, blank=True)
|
|
weaknesses = models.JSONField(default=list, blank=True)
|
|
key_assumptions = models.JSONField(default=list, blank=True)
|
|
required_revisions = models.JSONField(default=list, blank=True)
|
|
recommendation = models.CharField(max_length=80)
|
|
revised_pitch = models.JSONField(default=dict, blank=True)
|
|
metadata = models.JSONField(default=dict, blank=True)
|
|
|
|
|
|
class ICDiligence(TimestampedModel):
|
|
proposal = models.ForeignKey(CompanyProposal, on_delete=models.CASCADE, related_name="ic_diligence")
|
|
status = models.CharField(max_length=32, default="INITIAL_PITCH")
|
|
rounds = models.JSONField(default=list, blank=True)
|
|
red_team_challenge = models.JSONField(default=dict, blank=True)
|
|
final_response = models.JSONField(default=dict, blank=True)
|
|
metadata = models.JSONField(default=dict, blank=True)
|
|
|
|
|
|
class ICQuestion(TimestampedModel):
|
|
diligence = models.ForeignKey(ICDiligence, on_delete=models.CASCADE, related_name="questions")
|
|
question = models.TextField()
|
|
category = models.CharField(max_length=80)
|
|
evidence_required = models.BooleanField(default=True)
|
|
round_name = models.CharField(max_length=80, default="Diligence Round 1")
|
|
metadata = models.JSONField(default=dict, blank=True)
|
|
|
|
|
|
class ICResponse(TimestampedModel):
|
|
question = models.ForeignKey(ICQuestion, on_delete=models.CASCADE, related_name="responses")
|
|
answer = models.TextField()
|
|
evidence = models.JSONField(default=list, blank=True)
|
|
uncertainty = models.TextField(blank=True)
|
|
pitch_changes = models.JSONField(default=dict, blank=True)
|
|
metadata = models.JSONField(default=dict, blank=True)
|
|
|
|
|
|
class ICDecision(TimestampedModel):
|
|
diligence = models.OneToOneField(ICDiligence, on_delete=models.CASCADE, related_name="decision")
|
|
decision = models.CharField(max_length=32, choices=ICDecisionType.choices)
|
|
component_scores = models.JSONField(default=dict, blank=True)
|
|
composite_score = models.FloatField(default=0.0)
|
|
probability_500_within_30_days = models.FloatField(default=0.0)
|
|
initial_tranche = models.DecimalField(max_digits=10, decimal_places=2, null=True, blank=True)
|
|
validation_condition = models.TextField(blank=True)
|
|
evidence_required = models.JSONField(default=list, blank=True)
|
|
recommended_allocation = models.JSONField(default=dict, blank=True)
|
|
kill_criteria = models.JSONField(default=list, blank=True)
|
|
next_decision_point = models.TextField(blank=True)
|
|
metadata = models.JSONField(default=dict, blank=True)
|
|
evidence_tier = models.CharField(max_length=40, choices=EvidenceTier.choices, default=EvidenceTier.TIER_0_THESIS)
|
|
raw_probability_500_within_30_days = models.FloatField(default=0.0)
|
|
evidence_ceiling = models.FloatField(default=35.0)
|
|
probability_explanation = models.TextField(blank=True)
|
|
score_definitions = models.JSONField(default=dict, blank=True)
|
|
|
|
|
|
class VentureThesisFingerprint(TimestampedModel):
|
|
proposal = models.OneToOneField(CompanyProposal, on_delete=models.CASCADE, related_name="fingerprint")
|
|
industry = models.CharField(max_length=160)
|
|
icp = models.TextField()
|
|
problem = models.TextField()
|
|
offer = models.TextField()
|
|
business_model = models.CharField(max_length=160)
|
|
primary_distribution_channel = models.CharField(max_length=160)
|
|
price_band = models.CharField(max_length=80)
|
|
time_to_first_cash_band = models.CharField(max_length=80)
|
|
required_capability_set = models.JSONField(default=list, blank=True)
|
|
geography_dependency = models.CharField(max_length=120, blank=True)
|
|
regulatory_dependency = models.CharField(max_length=120, blank=True)
|
|
online_offline = models.CharField(max_length=80, blank=True)
|
|
service_software_hybrid = models.CharField(max_length=80, blank=True)
|
|
fingerprint_hash = models.CharField(max_length=128)
|
|
metadata = models.JSONField(default=dict, blank=True)
|
|
|
|
|
|
class VentureCohort(TimestampedModel):
|
|
cohort_id = models.CharField(max_length=80, unique=True)
|
|
mandate = models.ForeignKey(CompanyMandate, on_delete=models.PROTECT, related_name="venture_cohorts")
|
|
cohort_size = models.PositiveIntegerField(default=10)
|
|
status = models.CharField(max_length=40, default="PREPARING")
|
|
graph_run = models.ForeignKey("graph.GraphRun", on_delete=models.SET_NULL, null=True, blank=True, related_name="venture_cohorts")
|
|
concurrency = models.PositiveIntegerField(default=1)
|
|
model_versions = models.JSONField(default=dict, blank=True)
|
|
graph_versions = models.JSONField(default=dict, blank=True)
|
|
research_policy = models.JSONField(default=dict, blank=True)
|
|
scoring_policy = models.JSONField(default=dict, blank=True)
|
|
evidence_calibration_policy = models.JSONField(default=dict, blank=True)
|
|
metrics = models.JSONField(default=dict, blank=True)
|
|
metadata = models.JSONField(default=dict, blank=True)
|
|
|
|
|
|
class VentureCohortMember(TimestampedModel):
|
|
cohort = models.ForeignKey(VentureCohort, on_delete=models.CASCADE, related_name="members")
|
|
proposal = models.ForeignKey(CompanyProposal, on_delete=models.CASCADE, related_name="cohort_memberships")
|
|
child_graph_run = models.ForeignKey("graph.GraphRun", on_delete=models.SET_NULL, null=True, blank=True, related_name="venture_cohort_members")
|
|
rank = models.PositiveIntegerField(null=True, blank=True)
|
|
is_top_3 = models.BooleanField(default=False)
|
|
portfolio_score = models.FloatField(default=0.0)
|
|
metadata = models.JSONField(default=dict, blank=True)
|
|
|
|
class Meta:
|
|
constraints = [models.UniqueConstraint(fields=["cohort", "proposal"], name="unique_venture_cohort_member")]
|
|
|
|
|
|
class VentureCollision(TimestampedModel):
|
|
cohort = models.ForeignKey(VentureCohort, on_delete=models.CASCADE, related_name="collisions")
|
|
company_a = models.ForeignKey(CompanyProposal, on_delete=models.CASCADE, related_name="collisions_as_a")
|
|
company_b = models.ForeignKey(CompanyProposal, on_delete=models.CASCADE, related_name="collisions_as_b")
|
|
classification = models.CharField(max_length=40, choices=OverlapClassification.choices)
|
|
similarity_score = models.FloatField(default=0.0)
|
|
explanation = models.TextField(blank=True)
|
|
overlapping_dimensions = models.JSONField(default=list, blank=True)
|
|
|
|
|
|
class PortfolioICReview(TimestampedModel):
|
|
cohort = models.OneToOneField(VentureCohort, on_delete=models.CASCADE, related_name="portfolio_review")
|
|
rankings = models.JSONField(default=list, blank=True)
|
|
top_3 = models.JSONField(default=list, blank=True)
|
|
concentration = models.JSONField(default=dict, blank=True)
|
|
capability_demand = models.JSONField(default=list, blank=True)
|
|
top_3_capability_gaps = models.JSONField(default=list, blank=True)
|
|
recommended_build_priorities = models.JSONField(default=list, blank=True)
|
|
metadata = models.JSONField(default=dict, blank=True)
|
|
|
|
|
|
class VentureCapabilityDemand(TimestampedModel):
|
|
cohort = models.ForeignKey(VentureCohort, on_delete=models.CASCADE, related_name="capability_demands")
|
|
capability = models.CharField(max_length=120)
|
|
count = models.PositiveIntegerField(default=0)
|
|
percentage = models.FloatField(default=0.0)
|
|
earliest_stage = models.CharField(max_length=32, choices=CapabilityPriority.choices)
|
|
companies = models.JSONField(default=list, blank=True)
|
|
status_distribution = models.JSONField(default=dict, blank=True)
|
|
top_3_count = models.PositiveIntegerField(default=0)
|
|
priority_score = models.FloatField(default=0.0)
|
|
|
|
|
|
class CompanyCapabilityRequirement(TimestampedModel):
|
|
proposal = models.ForeignKey(CompanyProposal, on_delete=models.CASCADE, related_name="capability_requirements")
|
|
category = models.CharField(max_length=120)
|
|
status = models.CharField(max_length=32, choices=CapabilityStatus.choices)
|
|
rationale = models.TextField(blank=True)
|
|
priority = models.CharField(max_length=32, choices=CapabilityPriority.choices, default=CapabilityPriority.BEFORE_SCALING)
|
|
evidence = models.JSONField(default=dict, blank=True)
|
|
|
|
|
|
class PortfolioCapabilityGap(TimestampedModel):
|
|
proposal = models.ForeignKey(CompanyProposal, on_delete=models.CASCADE, related_name="capability_gap_reports")
|
|
available = models.JSONField(default=list, blank=True)
|
|
partial = models.JSONField(default=list, blank=True)
|
|
missing = models.JSONField(default=list, blank=True)
|
|
ranked_missing = models.JSONField(default=list, blank=True)
|
|
report = models.TextField(blank=True)
|
|
metadata = models.JSONField(default=dict, blank=True)
|
|
|
|
|
|
class VentureArtifact(TimestampedModel):
|
|
proposal = models.ForeignKey(CompanyProposal, on_delete=models.CASCADE, null=True, blank=True, related_name="artifacts")
|
|
mandate = models.ForeignKey(CompanyMandate, on_delete=models.CASCADE, null=True, blank=True, related_name="artifacts")
|
|
graph_run = models.ForeignKey("graph.GraphRun", on_delete=models.SET_NULL, null=True, blank=True, related_name="venture_artifacts")
|
|
artifact_type = models.CharField(max_length=80)
|
|
name = models.CharField(max_length=255)
|
|
content = models.JSONField(default=dict, blank=True)
|
|
readable = models.TextField(blank=True)
|
|
generated_by = models.CharField(max_length=120, blank=True)
|