feat(backend): 6-axis dynamic evaluation system with weight engine and template management
This commit is contained in:
selfrelease
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"""评价模板管理 + 评分计算 API。
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提供模板 CRUD、权重计算、评分历史查询等接口。
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"""
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from typing import Any
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from fastapi import APIRouter, Depends, Query
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from pydantic import BaseModel, Field
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from sqlalchemy import select
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from sqlalchemy.ext.asyncio import AsyncSession
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from app.core.database import get_db
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from app.core.dependencies import get_current_user
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from app.models.evaluation_template import EvaluationTemplate
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from app.models.user import User
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from app.schemas.common import ApiResponse, error, success
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from app.services.evaluation_engine import (
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calculate_weighted_score,
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compute_weights,
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get_dimension_score_key,
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)
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router = APIRouter(prefix="/evaluation", tags=["evaluation"])
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# --- 请求/响应模型 ---
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class WeightComputeRequest(BaseModel):
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"""权重计算请求。"""
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fund_type: str = Field(..., description="基金类型")
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fund_lifecycle: str = Field("investment", description="存续期阶段")
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company_stage: str = Field("a", description="企业阶段")
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industry: str = Field("ai", description="产业赛道")
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strategy: str = Field("growth", description="投资策略")
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investor_type: str = Field("investor", description="投资人类型")
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class TemplateCreateRequest(BaseModel):
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"""创建模板请求。"""
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name: str = Field(..., description="模板名称")
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fund_type: str = Field(..., description="基金类型")
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fund_lifecycle: str = Field("investment", description="存续期阶段")
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company_stage: str = Field("a", description="企业阶段")
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industry: str = Field("ai", description="产业赛道")
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strategy: str = Field("growth", description="投资策略")
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investor_type: str = Field("investor", description="投资人类型")
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weights_json: dict[str, float] | None = Field(None, description="自定义权重（不传则自动计算）")
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is_default: bool = Field(False, description="是否为默认模板")
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class ScoreCalculateRequest(BaseModel):
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"""评分计算请求。"""
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company_id: str = Field(..., description="企业 ID")
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template_id: str | None = Field(None, description="模板 ID（不传则自动匹配）")
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fund_type: str | None = Field(None, description="基金类型（无模板时用于自动匹配）")
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fund_lifecycle: str | None = Field(None, description="存续期阶段")
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company_stage: str | None = Field(None, description="企业阶段")
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industry: str | None = Field(None, description="产业赛道")
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strategy: str | None = Field(None, description="投资策略")
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structured_data: dict[str, Any] = Field(default_factory=dict, description="月报结构化数据")
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# --- API 端点 ---
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@router.post("/weights/compute", response_model=ApiResponse[dict])
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async def compute_evaluation_weights(
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req: WeightComputeRequest,
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user: User = Depends(get_current_user),
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):
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"""根据 6 轴参数实时计算权重（不持久化）。"""
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result = compute_weights(
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fund_type=req.fund_type,
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fund_lifecycle=req.fund_lifecycle,
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company_stage=req.company_stage,
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industry=req.industry,
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strategy=req.strategy,
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investor_type=req.investor_type,
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)
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return success(data=result)
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@router.get("/templates", response_model=ApiResponse[list])
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async def list_templates(
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fund_type: str | None = Query(default=None, description="基金类型筛选"),
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fund_lifecycle: str | None = Query(default=None, description="存续期阶段筛选"),
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company_stage: str | None = Query(default=None, description="企业阶段筛选"),
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industry: str | None = Query(default=None, description="产业赛道筛选"),
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strategy: str | None = Query(default=None, description="投资策略筛选"),
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is_default: bool | None = Query(default=None, description="仅默认模板"),
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db: AsyncSession = Depends(get_db),
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user: User = Depends(get_current_user),
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):
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"""获取评价模板列表。"""
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query = select(EvaluationTemplate).where(
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EvaluationTemplate.tenant_id == user.tenant_id,
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EvaluationTemplate.is_active == True, # noqa: E712
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)
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if fund_type:
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query = query.where(EvaluationTemplate.fund_type == fund_type)
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if fund_lifecycle:
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query = query.where(EvaluationTemplate.fund_lifecycle == fund_lifecycle)
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if company_stage:
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query = query.where(EvaluationTemplate.company_stage == company_stage)
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if industry:
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query = query.where(EvaluationTemplate.industry == industry)
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if strategy:
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query = query.where(EvaluationTemplate.strategy == strategy)
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if is_default is not None:
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query = query.where(EvaluationTemplate.is_default == is_default)
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query = query.order_by(EvaluationTemplate.fund_type, EvaluationTemplate.company_stage)
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result = await db.execute(query)
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templates = result.scalars().all()
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return success(data=[
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{
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"id": str(t.id),
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"name": t.name,
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"fund_type": t.fund_type,
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"fund_lifecycle": t.fund_lifecycle,
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"company_stage": t.company_stage,
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"industry": t.industry,
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"strategy": t.strategy,
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"investor_type": t.investor_type,
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"weights": t.weights_json,
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"enabled_dimensions": t.enabled_dimensions,
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"disabled_dimensions": t.disabled_dimensions,
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"custom_metrics": t.custom_metrics_json,
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"is_default": t.is_default,
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"version": t.version,
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}
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for t in templates
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])
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@router.get("/templates/{template_id}", response_model=ApiResponse[dict])
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async def get_template(
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template_id: str,
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db: AsyncSession = Depends(get_db),
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user: User = Depends(get_current_user),
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):
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"""获取单个评价模板详情。"""
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result = await db.execute(
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select(EvaluationTemplate).where(EvaluationTemplate.id == template_id)
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)
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tmpl = result.scalar_one_or_none()
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if not tmpl:
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return error(code=404, message="模板不存在")
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return success(data={
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"id": str(tmpl.id),
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"name": tmpl.name,
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"fund_type": tmpl.fund_type,
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"fund_lifecycle": tmpl.fund_lifecycle,
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"company_stage": tmpl.company_stage,
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"industry": tmpl.industry,
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"strategy": tmpl.strategy,
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"investor_type": tmpl.investor_type,
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"weights": tmpl.weights_json,
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"enabled_dimensions": tmpl.enabled_dimensions,
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"disabled_dimensions": tmpl.disabled_dimensions,
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"custom_metrics": tmpl.custom_metrics_json,
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"lp_focus_metrics": tmpl.lp_focus_metrics,
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"regional_benchmark": tmpl.regional_benchmark,
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"is_default": tmpl.is_default,
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"is_active": tmpl.is_active,
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"version": tmpl.version,
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"created_at": tmpl.created_at.isoformat() if tmpl.created_at else None,
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"updated_at": tmpl.updated_at.isoformat() if tmpl.updated_at else None,
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})
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@router.post("/templates", response_model=ApiResponse[dict])
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async def create_template(
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req: TemplateCreateRequest,
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db: AsyncSession = Depends(get_db),
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user: User = Depends(get_current_user),
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):
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"""创建自定义评价模板。"""
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# 如果未提供权重，自动计算
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if req.weights_json is None:
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result = compute_weights(
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fund_type=req.fund_type,
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fund_lifecycle=req.fund_lifecycle,
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company_stage=req.company_stage,
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industry=req.industry,
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strategy=req.strategy,
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investor_type=req.investor_type,
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)
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weights_json = result["weights"]
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enabled_dims = result["enabled_dimensions"]
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disabled_dims = result["disabled_dimensions"]
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custom_metrics = {"metrics": result["custom_metrics"]}
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else:
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weights_json = req.weights_json
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# 从权重 key 推导启用/禁用维度
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all_dims = list(get_dimension_score_key(k).replace("_score", "") for k in weights_json)
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enabled_dims = [k for k, v in weights_json.items() if v > 0]
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disabled_dims = [k for k in all_dims if k not in enabled_dims]
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custom_metrics = None
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tmpl = EvaluationTemplate(
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tenant_id=user.tenant_id,
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name=req.name,
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fund_type=req.fund_type,
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fund_lifecycle=req.fund_lifecycle,
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company_stage=req.company_stage,
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industry=req.industry,
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strategy=req.strategy,
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investor_type=req.investor_type,
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weights_json=weights_json,
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enabled_dimensions=enabled_dims,
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disabled_dimensions=disabled_dims,
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custom_metrics_json=custom_metrics,
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is_default=req.is_default,
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is_active=True,
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version=1,
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created_by=user.id,
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)
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db.add(tmpl)
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await db.flush()
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return success(data={
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"id": str(tmpl.id),
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"name": tmpl.name,
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"weights": tmpl.weights_json,
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})
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@router.post("/score", response_model=ApiResponse[dict])
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async def calculate_score(
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req: ScoreCalculateRequest,
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db: AsyncSession = Depends(get_db),
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user: User = Depends(get_current_user),
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):
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"""根据模板和月报数据计算评价评分。"""
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from app.models.health_score import HealthScore
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from app.services.health_calculator import calculate_health_score
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# 获取模板
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tmpl: EvaluationTemplate | None = None
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if req.template_id:
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result = await db.execute(
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select(EvaluationTemplate).where(EvaluationTemplate.id == req.template_id)
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)
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tmpl = result.scalar_one_or_none()
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if not tmpl:
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# 自动匹配模板
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query = select(EvaluationTemplate).where(
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EvaluationTemplate.tenant_id == user.tenant_id,
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EvaluationTemplate.is_active == True, # noqa: E712
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EvaluationTemplate.is_default == True,
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)
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if req.fund_type:
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query = query.where(EvaluationTemplate.fund_type == req.fund_type)
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if req.fund_lifecycle:
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query = query.where(EvaluationTemplate.fund_lifecycle == req.fund_lifecycle)
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if req.company_stage:
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query = query.where(EvaluationTemplate.company_stage == req.company_stage)
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if req.industry:
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query = query.where(EvaluationTemplate.industry == req.industry)
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result = await db.execute(query.limit(1))
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tmpl = result.scalar_one_or_none()
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# 计算各维度评分（复用现有 health_calculator）
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dimension_scores = calculate_health_score(req.structured_data)
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# 如果有模板，使用模板权重计算加权总分
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if tmpl:
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weights = tmpl.weights_json
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# 将维度评分转换为权重 key 格式
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dim_scores_by_weight_key: dict[str, float] = {}
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for weight_key in weights:
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score_key = get_dimension_score_key(weight_key)
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dim_scores_by_weight_key[weight_key] = dimension_scores.get(score_key, 0.0)
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total_score = calculate_weighted_score(dim_scores_by_weight_key, weights)
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# 保存评分记录
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score_record = HealthScore(
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company_id=req.company_id,
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total_score=total_score,
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financial_score=dimension_scores.get("financial_score"),
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operational_score=dimension_scores.get("operational_score"),
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ai_commercial_score=dimension_scores.get("ai_commercial_score"),
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ai_cost_score=dimension_scores.get("ai_cost_score"),
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org_talent_score=dimension_scores.get("org_talent_score"),
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product_tech_score=dimension_scores.get("product_tech_score"),
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market_compete_score=dimension_scores.get("market_compete_score"),
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governance_score=dimension_scores.get("governance_score"),
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financing_score=dimension_scores.get("financing_score"),
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synergy_score=dimension_scores.get("synergy_score"),
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ai_model_product_score=dimension_scores.get("ai_model_product_score"),
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data_compliance_score=dimension_scores.get("data_compliance_score"),
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team_tech_score=dimension_scores.get("team_tech_score"),
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customer_success_score=dimension_scores.get("customer_success_score"),
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template_id=tmpl.id,
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fund_type=tmpl.fund_type,
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fund_lifecycle=tmpl.fund_lifecycle,
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company_stage=tmpl.company_stage,
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industry=tmpl.industry,
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strategy=tmpl.strategy,
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evidence_json={"template_name": tmpl.name, "weights": weights},
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)
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db.add(score_record)
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await db.flush()
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return success(data={
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"score_id": str(score_record.id),
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"total_score": total_score,
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"dimension_scores": {k: v for k, v in dimension_scores.items() if k != "total_score"},
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"template": {
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"id": str(tmpl.id),
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"name": tmpl.name,
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"weights": weights,
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},
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})
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else:
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# 无模板，使用默认计算
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total_score = dimension_scores.get("total_score", 0.0)
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return success(data={
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"total_score": total_score,
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"dimension_scores": {k: v for k, v in dimension_scores.items() if k != "total_score"},
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"template": None,
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})
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@router.get("/scores", response_model=ApiResponse[list])
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async def list_scores(
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company_id: str | None = Query(default=None, description="企业 ID 筛选"),
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template_id: str | None = Query(default=None, description="模板 ID 筛选"),
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limit: int = Query(default=20, ge=1, le=100),
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db: AsyncSession = Depends(get_db),
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user: User = Depends(get_current_user),
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):
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"""获取评价评分历史。"""
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from app.models.health_score import HealthScore
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from app.models.company import Company
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query = (
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select(HealthScore)
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.join(Company, HealthScore.company_id == Company.id)
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.where(Company.tenant_id == user.tenant_id)
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)
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if company_id:
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query = query.where(HealthScore.company_id == company_id)
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if template_id:
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query = query.where(HealthScore.template_id == template_id)
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query = query.order_by(HealthScore.calculated_at.desc()).limit(limit)
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result = await db.execute(query)
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scores = result.scalars().all()
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return success(data=[
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{
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"id": str(s.id),
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"company_id": s.company_id,
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"total_score": s.total_score,
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"financial_score": s.financial_score,
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"operational_score": s.operational_score,
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"ai_commercial_score": s.ai_commercial_score,
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"ai_cost_score": s.ai_cost_score,
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"org_talent_score": s.org_talent_score,
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"product_tech_score": s.product_tech_score,
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"market_compete_score": s.market_compete_score,
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"governance_score": s.governance_score,
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"financing_score": s.financing_score,
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"synergy_score": s.synergy_score,
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"ai_model_product_score": s.ai_model_product_score,
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"data_compliance_score": s.data_compliance_score,
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"team_tech_score": s.team_tech_score,
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"customer_success_score": s.customer_success_score,
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"trend": s.trend,
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"template_id": s.template_id,
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"fund_type": s.fund_type,
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"fund_lifecycle": s.fund_lifecycle,
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"company_stage": s.company_stage,
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"industry": s.industry,
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"strategy": s.strategy,
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"calculated_at": s.calculated_at.isoformat() if s.calculated_at else None,
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}
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for s in scores
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])
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# --- 基金管理端点 ---
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@router.get("/funds", response_model=ApiResponse[list])
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async def list_funds(
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db: AsyncSession = Depends(get_db),
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user: User = Depends(get_current_user),
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):
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"""获取当前租户的基金列表。"""
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from app.models.fund import Fund
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result = await db.execute(
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select(Fund)
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.where(Fund.tenant_id == user.tenant_id, Fund.is_active == True) # noqa: E712
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.order_by(Fund.established_date.desc())
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)
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funds = result.scalars().all()
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return success(data=[
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{
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"id": str(f.id),
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"name": f.name,
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"fund_type": f.fund_type,
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"strategy": f.strategy,
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"established_date": f.established_date.isoformat() if f.established_date else None,
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"total_lifespan_months": f.total_lifespan_months,
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"investment_period_months": f.investment_period_months,
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"current_lifecycle": f.current_lifecycle,
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"lp_composition": f.lp_composition_json,
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"primary_market": f.primary_market,
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}
|
||||
for f in funds
|
||||
])
|
||||
|
||||
|
||||
@router.post("/funds", response_model=ApiResponse[dict])
|
||||
async def create_fund(
|
||||
req: dict[str, Any],
|
||||
db: AsyncSession = Depends(get_db),
|
||||
user: User = Depends(get_current_user),
|
||||
):
|
||||
"""创建基金。"""
|
||||
from app.models.fund import Fund
|
||||
from datetime import date
|
||||
|
||||
fund = Fund(
|
||||
tenant_id=user.tenant_id,
|
||||
name=req.get("name", ""),
|
||||
fund_type=req.get("fund_type", "early_vc"),
|
||||
strategy=req.get("strategy", "growth"),
|
||||
established_date=date.fromisoformat(req["established_date"]) if req.get("established_date") else None,
|
||||
total_lifespan_months=req.get("total_lifespan_months", 84),
|
||||
investment_period_months=req.get("investment_period_months", 48),
|
||||
lp_composition_json=req.get("lp_composition"),
|
||||
primary_market=req.get("primary_market"),
|
||||
)
|
||||
db.add(fund)
|
||||
await db.flush()
|
||||
|
||||
return success(data={
|
||||
"id": str(fund.id),
|
||||
"name": fund.name,
|
||||
"current_lifecycle": fund.current_lifecycle,
|
||||
})
|
||||
Reference in New Issue
Block a user