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

2026-07-19 20:59:31 +08:00
parent f4ddcab2ca
commit de53a252e4
11 changed files with 2145 additions and 1 deletions
@@ -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)
+    )