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
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+"""评价模板预设配置种子数据。
+
+启动时自动初始化 50 个预设配置单元到数据库。
+"""
+
+import logging
+from typing import Any
+
+from app.services.evaluation_engine import compute_weights
+
+logger = logging.getLogger(__name__)
+
+# 基金类型列表
+FUND_TYPES = ["angel", "early_vc", "growth_vc", "pe", "cvc", "fof", "distress", "esg"]
+
+# 存续期阶段列表
+FUND_LIFECYCLES = ["investment", "growth", "exit_preparation", "liquidation"]
+
+# 企业阶段列表
+COMPANY_STAGES = ["seed", "a", "b", "c", "pre_ipo"]
+
+# 产业赛道列表
+INDUSTRIES = ["ai", "saas", "hardware", "biotech", "consumer", "fintech", "manufacturing"]
+
+# 投资策略列表
+STRATEGIES = ["growth", "value", "empowerment", "turnaround"]
+
+# 投资人类型列表
+INVESTOR_TYPES = ["gp", "post_invest_lead", "investor"]
+
+# 模板名称中文名
+FUND_TYPE_LABELS = {
+    "angel": "天使/种子基金",
+    "early_vc": "早期VC",
+    "growth_vc": "成长期VC",
+    "pe": "PE/并购基金",
+    "cvc": "产业基金",
+    "fof": "母基金",
+    "distress": "困境/特殊机会基金",
+    "esg": "ESG/影响力基金",
+}
+
+LIFECYCLE_LABELS = {
+    "investment": "投资期",
+    "growth": "成长期",
+    "exit_preparation": "退出准备期",
+    "liquidation": "清算期",
+}
+
+STAGE_LABELS = {
+    "seed": "种子/天使",
+    "a": "A轮",
+    "b": "B轮",
+    "c": "C轮+",
+    "pre_ipo": "Pre-IPO",
+}
+
+INDUSTRY_LABELS = {
+    "ai": "AI/SaaS",
+    "saas": "企业服务",
+    "hardware": "硬科技/芯片",
+    "biotech": "生物医药",
+    "consumer": "消费品牌",
+    "fintech": "金融科技",
+    "manufacturing": "新能源/先进制造",
+}
+
+STRATEGY_LABELS = {
+    "growth": "成长型",
+    "value": "价值型",
+    "empowerment": "投后赋能型",
+    "turnaround": "困境反转型",
+}
+
+
+def generate_preset_templates() -> list[dict[str, Any]]:
+    """生成全部预设模板配置。
+
+    策略：为每个 (fund_type, lifecycle, stage, industry) 组合生成默认模板，
+    strategy 默认使用 growth，investor_type 默认使用 investor。
+    用户可以在前端创建自定义策略/投资人类型的模板。
+
+    Returns:
+        模板配置字典列表
+    """
+    templates: list[dict[str, Any]] = []
+
+    for fund_type in FUND_TYPES:
+        for lifecycle in FUND_LIFECYCLES:
+            for stage in COMPANY_STAGES:
+                for industry in INDUSTRIES:
+                    # FOF 不生成单企业模板
+                    if fund_type == "fof":
+                        continue
+
+                    result = compute_weights(
+                        fund_type=fund_type,
+                        fund_lifecycle=lifecycle,
+                        company_stage=stage,
+                        industry=industry,
+                        strategy="growth",
+                        investor_type="investor",
+                    )
+
+                    name = (
+                        f"{FUND_TYPE_LABELS[fund_type]}-{LIFECYCLE_LABELS[lifecycle]}-"
+                        f"{STAGE_LABELS[stage]}-{INDUSTRY_LABELS[industry]}"
+                    )
+
+                    templates.append({
+                        "name": name,
+                        "fund_type": fund_type,
+                        "fund_lifecycle": lifecycle,
+                        "company_stage": stage,
+                        "industry": industry,
+                        "strategy": "growth",
+                        "investor_type": "investor",
+                        "weights_json": result["weights"],
+                        "enabled_dimensions": result["enabled_dimensions"],
+                        "disabled_dimensions": result["disabled_dimensions"],
+                        "custom_metrics_json": {"metrics": result["custom_metrics"]},
+                        "is_default": True,
+                        "is_active": True,
+                        "version": 1,
+                    })
+
+    logger.info("生成预设模板 %d 个", len(templates))
+    return templates
+
+
+async def seed_evaluation_templates(db_session) -> None:
+    """将预设模板写入数据库（仅当表为空时）。
+
+    Args:
+        db_session: 异步数据库会话
+    """
+    from sqlalchemy import select
+    from app.models.evaluation_template import EvaluationTemplate
+
+    # 检查是否已有数据
+    result = await db_session.execute(select(EvaluationTemplate).limit(1))
+    existing = result.scalar_one_or_none()
+
+    if existing:
+        logger.info("评价模板表已有数据，跳过种子初始化")
+        return
+
+    templates = generate_preset_templates()
+    for tmpl_data in templates:
+        tmpl = EvaluationTemplate(**tmpl_data)
+        db_session.add(tmpl)
+
+    await db_session.flush()
+    logger.info("预设评价模板已写入数据库: %d 个", len(templates))