feat(backend): 6-axis dynamic evaluation system with weight engine and template management

backend/app/models/__init__.py

@@ -13,8 +13,10 @@ from app.models.customer_plan import CustomerAcquisitionPlan
 from app.models.data_source import DataSource
 from app.models.decision_sentinel import DecisionSentinel
 from app.models.digital_twin import DigitalTwinModel
+from app.models.evaluation_template import EvaluationTemplate
 from app.models.exit_prediction import ExitPrediction
 from app.models.financial_data import FinancialData
+from app.models.fund import CompanyFundLink, Fund
 from app.models.health_score import HealthScore
 from app.models.hypothesis import Hypothesis
 from app.models.inquiry import InquiryList
@@ -50,8 +52,11 @@ __all__ = [
     "DataSource",
     "DecisionSentinel",
     "DigitalTwinModel",
+    "EvaluationTemplate",
     "ExitPrediction",
     "FinancialData",
+    "Fund",
+    "CompanyFundLink",
     "FirmProfile",
     "FundProfile",
     "HealthScore",

backend/app/models/evaluation_template.py

@@ -0,0 +1,60 @@
+"""评价模板模型。
+
+6 轴动态评价指标体系的模板配置，支持基金类型、存续期、企业阶段、产业赛道、投资策略、投资人类型的动态组合。
+"""
+
+import uuid
+from datetime import datetime, timezone
+
+from sqlalchemy import Boolean, DateTime, ForeignKey, Integer, String
+from sqlalchemy.orm import Mapped, mapped_column
+
+from app.core.database import Base
+from app.core.types import JSONBType
+
+
+class EvaluationTemplate(Base):
+    """评价模板 — 6 轴配置单元，定义维度权重和专属指标。"""
+
+    __tablename__ = "evaluation_templates"
+
+    id: Mapped[str] = mapped_column(String(36), primary_key=True, default=lambda: str(uuid.uuid4()))
+    tenant_id: Mapped[str] = mapped_column(String(36), ForeignKey("tenants.id"), nullable=False, index=True)
+    name: Mapped[str] = mapped_column(String(200), nullable=False, comment="模板名称")
+
+    # 6 轴参数
+    fund_type: Mapped[str] = mapped_column(String(50), nullable=False, comment="基金类型：angel/early_vc/growth_vc/pe/cvc/fof/distress/esg")
+    fund_lifecycle: Mapped[str] = mapped_column(String(50), nullable=False, default="investment", comment="存续期阶段：investment/growth/exit_preparation/liquidation")
+    company_stage: Mapped[str] = mapped_column(String(50), nullable=False, default="a", comment="企业阶段：seed/a/b/c/pre_ipo")
+    industry: Mapped[str] = mapped_column(String(50), nullable=False, default="ai", comment="产业赛道：ai/saas/hardware/biotech/consumer/fintech/manufacturing")
+    strategy: Mapped[str] = mapped_column(String(50), nullable=False, default="growth", comment="投资策略：growth/value/empowerment/turnaround")
+    investor_type: Mapped[str] = mapped_column(String(50), nullable=False, default="investor", comment="投资人类型：gp/post_invest_lead/investor")
+
+    # 权重配置 — {dimension_key: weight}，归一化后总和 = 1.0
+    weights_json: Mapped[dict] = mapped_column(JSONBType, nullable=False, comment="14 维度权重（归一化后）")
+
+    # 维度裁剪
+    enabled_dimensions: Mapped[list] = mapped_column(JSONBType, nullable=False, comment="启用的维度 key 列表")
+    disabled_dimensions: Mapped[list] = mapped_column(JSONBType, nullable=False, default=list, comment="禁用的维度 key 列表")
+
+    # 专属指标 — [{key, label, description, data_source}]
+    custom_metrics_json: Mapped[dict | None] = mapped_column(JSONBType, nullable=True, comment="赛道专属指标定义")
+
+    # 修饰因子
+    lp_focus_metrics: Mapped[list | None] = mapped_column(JSONBType, nullable=True, comment="LP 附加指标列表")
+    regional_benchmark: Mapped[str | None] = mapped_column(String(50), nullable=True, comment="地域基准标识：china_mainland/us/sea/europe")
+
+    # 元数据
+    is_default: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False, comment="是否为该组合的默认模板")
+    is_active: Mapped[bool] = mapped_column(Boolean, nullable=False, default=True, comment="是否启用")
+    version: Mapped[int] = mapped_column(Integer, nullable=False, default=1, comment="版本号")
+
+    created_by: Mapped[str | None] = mapped_column(String(36), nullable=True, comment="创建人")
+    created_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), default=lambda: datetime.now(timezone.utc)
+    )
+    updated_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True),
+        default=lambda: datetime.now(timezone.utc),
+        onupdate=lambda: datetime.now(timezone.utc),
+    )

backend/app/models/fund.py

@@ -0,0 +1,95 @@
+"""基金模型。
+
+管理基金类型、存续期、LP 构成等信息，支撑评价指标体系的动态权重计算。
+"""
+
+import uuid
+from datetime import date, datetime, timezone
+
+from sqlalchemy import Boolean, Date, DateTime, Float, ForeignKey, Integer, String
+from sqlalchemy.orm import Mapped, mapped_column
+
+from app.core.database import Base
+from app.core.types import JSONBType
+
+
+class Fund(Base):
+    """基金信息 — 管理基金类型和存续期。"""
+
+    __tablename__ = "funds"
+
+    id: Mapped[str] = mapped_column(String(36), primary_key=True, default=lambda: str(uuid.uuid4()))
+    tenant_id: Mapped[str] = mapped_column(String(36), ForeignKey("tenants.id"), nullable=False, index=True)
+    name: Mapped[str] = mapped_column(String(200), nullable=False, comment="基金名称")
+
+    # 基金类型：angel/early_vc/growth_vc/pe/cvc/fof/distress/esg
+    fund_type: Mapped[str] = mapped_column(String(50), nullable=False, comment="基金类型")
+    # 投资策略：growth/value/empowerment/turnaround
+    strategy: Mapped[str] = mapped_column(String(50), nullable=False, default="growth", comment="投资策略")
+
+    # 存续期信息
+    established_date: Mapped[date | None] = mapped_column(Date, nullable=True, comment="基金成立日")
+    total_lifespan_months: Mapped[int] = mapped_column(Integer, nullable=False, default=84, comment="总存续期（月）")
+    investment_period_months: Mapped[int] = mapped_column(Integer, nullable=False, default=48, comment="投资期（月）")
+
+    # LP 构成 — {government: 30, market: 50, corporate: 20}
+    lp_composition_json: Mapped[dict | None] = mapped_column(JSONBType, nullable=True, comment="LP 构成百分比")
+
+    # 地域
+    primary_market: Mapped[str | None] = mapped_column(String(50), nullable=True, comment="主要市场：china_mainland/us/sea/europe")
+
+    # 状态
+    is_active: Mapped[bool] = mapped_column(Boolean, nullable=False, default=True, comment="是否活跃")
+
+    # 元数据
+    created_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), default=lambda: datetime.now(timezone.utc)
+    )
+    updated_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True),
+        default=lambda: datetime.now(timezone.utc),
+        onupdate=lambda: datetime.now(timezone.utc),
+    )
+
+    @property
+    def current_lifecycle(self) -> str:
+        """根据当前日期自动计算基金存续期阶段。
+
+        返回：investment / growth / exit_preparation / liquidation
+        """
+        if not self.established_date:
+            return "investment"
+
+        today = date.today()
+        months_elapsed = (today.year - self.established_date.year) * 12 + (today.month - self.established_date.month)
+
+        if months_elapsed < self.investment_period_months:
+            return "investment"
+        elif months_elapsed < self.total_lifespan_months - 24:
+            return "growth"
+        elif months_elapsed < self.total_lifespan_months - 12:
+            return "exit_preparation"
+        else:
+            return "liquidation"
+
+
+class CompanyFundLink(Base):
+    """企业-基金关联 — 一个企业可能被多支基金投资。"""
+
+    __tablename__ = "company_fund_links"
+
+    id: Mapped[str] = mapped_column(String(36), primary_key=True, default=lambda: str(uuid.uuid4()))
+    company_id: Mapped[str] = mapped_column(String(36), ForeignKey("companies.id"), nullable=False, index=True)
+    fund_id: Mapped[str] = mapped_column(String(36), ForeignKey("funds.id"), nullable=False, index=True)
+
+    investment_date: Mapped[date | None] = mapped_column(Date, nullable=True, comment="投资日期")
+    investment_stage: Mapped[str | None] = mapped_column(String(50), nullable=True, comment="投资时企业阶段")
+    round: Mapped[str | None] = mapped_column(String(50), nullable=True, comment="轮次")
+    amount: Mapped[float | None] = mapped_column(Float, nullable=True, comment="投资金额（万元）")
+    ownership_pct: Mapped[float | None] = mapped_column(Float, nullable=True, comment="持股比例（%）")
+
+    is_current: Mapped[bool] = mapped_column(Boolean, nullable=False, default=True, comment="当前是否持有")
+
+    created_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), default=lambda: datetime.now(timezone.utc)
+    )

backend/app/models/health_score.py

@@ -13,6 +13,7 @@ from sqlalchemy.orm import Mapped, mapped_column
 
 from app.core.database import Base
 from app.core.types import JSONBType
+from app.core.types import JSONBType as _JSONB  # 兼容别名
 
 
 class HealthScore(Base):
@@ -47,3 +48,13 @@ class HealthScore(Base):
     calculated_at: Mapped[datetime] = mapped_column(
         DateTime(timezone=True), default=lambda: datetime.now(timezone.utc)
     )
+
+    # 评价模板关联（向后兼容：旧数据为 NULL）
+    template_id: Mapped[str | None] = mapped_column(String(36), ForeignKey("evaluation_templates.id"), nullable=True, comment="使用的评价模板 ID")
+    fund_type: Mapped[str | None] = mapped_column(String(50), nullable=True, comment="冗余存储基金类型，便于查询")
+    fund_lifecycle: Mapped[str | None] = mapped_column(String(50), nullable=True, comment="冗余存储存续期阶段")
+    company_stage: Mapped[str | None] = mapped_column(String(50), nullable=True, comment="冗余存储企业阶段")
+    industry: Mapped[str | None] = mapped_column(String(50), nullable=True, comment="冗余存储产业赛道")
+    strategy: Mapped[str | None] = mapped_column(String(50), nullable=True, comment="冗余存储投资策略")
+    custom_metrics_result: Mapped[dict | None] = mapped_column(JSONBType, nullable=True, comment="专属指标评分结果")
+    lp_focus_result: Mapped[dict | None] = mapped_column(JSONBType, nullable=True, comment="LP 附加指标结果")