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 +1,299 @@
+"""评价指标体系 API 集成测试。"""
+
+from fastapi.testclient import TestClient
+
+
+class TestWeightComputeAPI:
+    """权重计算 API 测试。"""
+
+    def test_compute_weights_success(self, client: TestClient, auth_headers: dict):
+        """POST /evaluation/weights/compute 应返回权重计算结果。"""
+        resp = client.post(
+            "/api/v1/evaluation/weights/compute",
+            json={
+                "fund_type": "early_vc",
+                "fund_lifecycle": "investment",
+                "company_stage": "a",
+                "industry": "ai",
+                "strategy": "growth",
+                "investor_type": "investor",
+            },
+            headers=auth_headers,
+        )
+        assert resp.status_code == 200
+        data = resp.json()["data"]
+        assert "weights" in data
+        assert "enabled_dimensions" in data
+        assert "disabled_dimensions" in data
+        assert "custom_metrics" in data
+        # 权重总和应接近 100
+        total = sum(data["weights"].values())
+        assert abs(total - 100.0) < 1.0
+
+    def test_compute_weights_no_auth(self, client: TestClient):
+        """未认证应返回 401。"""
+        resp = client.post(
+            "/api/v1/evaluation/weights/compute",
+            json={
+                "fund_type": "early_vc",
+                "company_stage": "a",
+                "industry": "ai",
+            },
+        )
+        assert resp.status_code == 401
+
+    def test_compute_weights_hardware_disables_ai(self, client: TestClient, auth_headers: dict):
+        """硬科技赛道应禁用 AI 维度。"""
+        resp = client.post(
+            "/api/v1/evaluation/weights/compute",
+            json={
+                "fund_type": "early_vc",
+                "fund_lifecycle": "investment",
+                "company_stage": "a",
+                "industry": "hardware",
+            },
+            headers=auth_headers,
+        )
+        assert resp.status_code == 200
+        data = resp.json()["data"]
+        assert "ai_commercial" in data["disabled_dimensions"]
+        assert "ai_cost" in data["disabled_dimensions"]
+
+
+class TestTemplateAPI:
+    """评价模板 API 测试。"""
+
+    def test_list_templates_empty(self, client: TestClient, auth_headers: dict):
+        """无模板时应返回空列表。"""
+        resp = client.get("/api/v1/evaluation/templates", headers=auth_headers)
+        assert resp.status_code == 200
+        assert isinstance(resp.json()["data"], list)
+
+    def test_list_templates_no_auth(self, client: TestClient):
+        """未认证应返回 401。"""
+        resp = client.get("/api/v1/evaluation/templates")
+        assert resp.status_code == 401
+
+    def test_create_template_auto_weights(self, client: TestClient, auth_headers: dict):
+        """创建模板时不传权重应自动计算。"""
+        resp = client.post(
+            "/api/v1/evaluation/templates",
+            json={
+                "name": "测试模板-早期VC-AI",
+                "fund_type": "early_vc",
+                "fund_lifecycle": "investment",
+                "company_stage": "a",
+                "industry": "ai",
+                "strategy": "growth",
+            },
+            headers=auth_headers,
+        )
+        assert resp.status_code == 200
+        data = resp.json()["data"]
+        assert "id" in data
+        assert "weights" in data
+
+    def test_create_template_with_custom_weights(self, client: TestClient, auth_headers: dict):
+        """创建模板时传自定义权重应使用自定义权重。"""
+        resp = client.post(
+            "/api/v1/evaluation/templates",
+            json={
+                "name": "自定义权重模板",
+                "fund_type": "early_vc",
+                "fund_lifecycle": "growth",
+                "company_stage": "b",
+                "industry": "saas",
+                "strategy": "value",
+                "weights_json": {"financial": 40, "product_tech": 30, "market_compete": 30},
+            },
+            headers=auth_headers,
+        )
+        assert resp.status_code == 200
+        data = resp.json()["data"]
+        assert data["weights"]["financial"] == 40
+
+    def test_get_template_by_id(self, client: TestClient, auth_headers: dict):
+        """根据 ID 获取模板详情。"""
+        # 先创建
+        create_resp = client.post(
+            "/api/v1/evaluation/templates",
+            json={
+                "name": "查询测试模板",
+                "fund_type": "pe",
+                "fund_lifecycle": "growth",
+                "company_stage": "c",
+                "industry": "fintech",
+            },
+            headers=auth_headers,
+        )
+        template_id = create_resp.json()["data"]["id"]
+
+        # 再查询
+        resp = client.get(f"/api/v1/evaluation/templates/{template_id}", headers=auth_headers)
+        assert resp.status_code == 200
+        data = resp.json()["data"]
+        assert data["name"] == "查询测试模板"
+        assert data["fund_type"] == "pe"
+
+    def test_get_template_not_found(self, client: TestClient, auth_headers: dict):
+        """查询不存在的模板应返回 404。"""
+        resp = client.get(
+            "/api/v1/evaluation/templates/nonexistent-id",
+            headers=auth_headers,
+        )
+        assert resp.status_code == 200
+        assert resp.json()["code"] == 404
+
+    def test_list_templates_with_filter(self, client: TestClient, auth_headers: dict):
+        """按基金类型筛选模板。"""
+        # 创建两个不同类型模板
+        client.post(
+            "/api/v1/evaluation/templates",
+            json={
+                "name": "筛选-早期VC",
+                "fund_type": "early_vc",
+                "company_stage": "a",
+                "industry": "ai",
+            },
+            headers=auth_headers,
+        )
+        client.post(
+            "/api/v1/evaluation/templates",
+            json={
+                "name": "筛选-PE",
+                "fund_type": "pe",
+                "company_stage": "b",
+                "industry": "saas",
+            },
+            headers=auth_headers,
+        )
+
+        resp = client.get(
+            "/api/v1/evaluation/templates?fund_type=pe",
+            headers=auth_headers,
+        )
+        assert resp.status_code == 200
+        data = resp.json()["data"]
+        for tmpl in data:
+            assert tmpl["fund_type"] == "pe"
+
+
+class TestScoreCalculateAPI:
+    """评分计算 API 测试。"""
+
+    def test_calculate_score_without_template(self, client: TestClient, auth_headers: dict, company_id: str):
+        """无模板时计算评分应使用默认计算。"""
+        resp = client.post(
+            "/api/v1/evaluation/score",
+            json={
+                "company_id": company_id,
+                "structured_data": {
+                    "revenue": {"yoy_change": "30"},
+                    "cash_balance": {"runway_months": 18},
+                    "burn_rate": {"trend": "down"},
+                },
+            },
+            headers=auth_headers,
+        )
+        assert resp.status_code == 200
+        data = resp.json()["data"]
+        assert "total_score" in data
+        assert "dimension_scores" in data
+
+    def test_calculate_score_no_auth(self, client: TestClient):
+        """未认证应返回 401。"""
+        resp = client.post(
+            "/api/v1/evaluation/score",
+            json={"company_id": "test", "structured_data": {}},
+        )
+        assert resp.status_code == 401
+
+    def test_calculate_score_with_template(self, client: TestClient, auth_headers: dict, company_id: str):
+        """使用模板计算评分。"""
+        # 先创建模板
+        tmpl_resp = client.post(
+            "/api/v1/evaluation/templates",
+            json={
+                "name": "评分测试模板",
+                "fund_type": "early_vc",
+                "company_stage": "a",
+                "industry": "ai",
+            },
+            headers=auth_headers,
+        )
+        template_id = tmpl_resp.json()["data"]["id"]
+
+        # 使用模板计算评分
+        resp = client.post(
+            "/api/v1/evaluation/score",
+            json={
+                "company_id": company_id,
+                "template_id": template_id,
+                "structured_data": {
+                    "revenue": {"yoy_change": "25"},
+                    "cash_balance": {"runway_months": 15},
+                    "burn_rate": {"trend": "down"},
+                    "headcount": {"new_hires": 3, "departures": 1},
+                },
+            },
+            headers=auth_headers,
+        )
+        assert resp.status_code == 200
+        data = resp.json()["data"]
+        assert "score_id" in data
+        assert "total_score" in data
+        assert data["template"] is not None
+        assert data["template"]["id"] == template_id
+
+
+class TestScoreHistoryAPI:
+    """评分历史 API 测试。"""
+
+    def test_list_scores_empty(self, client: TestClient, auth_headers: dict):
+        """无评分记录时应返回空列表。"""
+        resp = client.get("/api/v1/evaluation/scores", headers=auth_headers)
+        assert resp.status_code == 200
+        assert isinstance(resp.json()["data"], list)
+
+    def test_list_scores_no_auth(self, client: TestClient):
+        """未认证应返回 401。"""
+        resp = client.get("/api/v1/evaluation/scores")
+        assert resp.status_code == 401
+
+
+class TestFundAPI:
+    """基金管理 API 测试。"""
+
+    def test_list_funds_empty(self, client: TestClient, auth_headers: dict):
+        """无基金时应返回空列表。"""
+        resp = client.get("/api/v1/evaluation/funds", headers=auth_headers)
+        assert resp.status_code == 200
+        assert isinstance(resp.json()["data"], list)
+
+    def test_create_fund(self, client: TestClient, auth_headers: dict):
+        """创建基金。"""
+        resp = client.post(
+            "/api/v1/evaluation/funds",
+            json={
+                "name": "测试基金一期",
+                "fund_type": "early_vc",
+                "strategy": "growth",
+                "established_date": "2023-01-01",
+                "total_lifespan_months": 84,
+                "investment_period_months": 48,
+                "primary_market": "china_mainland",
+            },
+            headers=auth_headers,
+        )
+        assert resp.status_code == 200
+        data = resp.json()["data"]
+        assert "id" in data
+        assert data["current_lifecycle"] == "investment"
+
+    def test_create_fund_no_auth(self, client: TestClient):
+        """未认证应返回 401。"""
+        resp = client.post(
+            "/api/v1/evaluation/funds",
+            json={"name": "test", "fund_type": "early_vc"},
+        )
+        assert resp.status_code == 401
@@ -0,0 +1,226 @@
+"""评价权重计算引擎测试。"""
+
+import pytest
+
+from app.services.evaluation_engine import (
+    BASE_WEIGHTS,
+    DIMENSION_KEY_MAP,
+    calculate_weighted_score,
+    compute_weights,
+    get_dimension_score_key,
+)
+
+
+class TestComputeWeights:
+    """权重计算引擎测试。"""
+
+    def test_basic_computation(self):
+        """基本权重计算应返回有效结果。"""
+        result = compute_weights(
+            fund_type="early_vc",
+            fund_lifecycle="investment",
+            company_stage="a",
+            industry="ai",
+            strategy="growth",
+        )
+        assert "weights" in result
+        assert "enabled_dimensions" in result
+        assert "disabled_dimensions" in result
+        assert "custom_metrics" in result
+
+    def test_weights_sum_to_100(self):
+        """归一化后权重总和应等于 100。"""
+        result = compute_weights(
+            fund_type="early_vc",
+            fund_lifecycle="growth",
+            company_stage="b",
+            industry="saas",
+            strategy="value",
+        )
+        total = sum(result["weights"].values())
+        assert abs(total - 100.0) < 0.5, f"权重总和应为 100，实际为 {total}"
+
+    def test_disabled_dimensions_have_zero_weight(self):
+        """禁用的维度不应出现在权重中。"""
+        result = compute_weights(
+            fund_type="pe",
+            fund_lifecycle="investment",
+            company_stage="c",
+            industry="hardware",
+            strategy="value",
+        )
+        for dim in result["disabled_dimensions"]:
+            assert dim not in result["weights"] or result["weights"][dim] == 0
+
+    def test_ai_industry_enables_all_dimensions(self):
+        """AI 赛道应启用全部 14 维度。"""
+        result = compute_weights(
+            fund_type="early_vc",
+            fund_lifecycle="investment",
+            company_stage="a",
+            industry="ai",
+        )
+        assert len(result["enabled_dimensions"]) == 14
+        assert len(result["disabled_dimensions"]) == 0
+
+    def test_hardware_disables_ai_dimensions(self):
+        """硬科技赛道应禁用 AI 相关维度。"""
+        result = compute_weights(
+            fund_type="early_vc",
+            fund_lifecycle="investment",
+            company_stage="a",
+            industry="hardware",
+        )
+        assert "ai_commercial" in result["disabled_dimensions"]
+        assert "ai_cost" in result["disabled_dimensions"]
+        assert "ai_model_product" in result["disabled_dimensions"]
+
+    def test_biotech_disables_market_and_customer(self):
+        """生物医药赛道应禁用市场竞争和客户成功。"""
+        result = compute_weights(
+            fund_type="angel",
+            fund_lifecycle="investment",
+            company_stage="seed",
+            industry="biotech",
+        )
+        assert "market_compete" in result["disabled_dimensions"]
+        assert "customer_success" in result["disabled_dimensions"]
+
+    def test_seed_stage_emphasizes_product_and_team(self):
+        """种子期应提高产品技术和组织人才权重。"""
+        result = compute_weights(
+            fund_type="angel",
+            fund_lifecycle="investment",
+            company_stage="seed",
+            industry="ai",
+        )
+        weights = result["weights"]
+        # 产品技术权重应高于财务
+        assert weights.get("product_tech", 0) > weights.get("financial", 0)
+        # 组织人才权重应高于治理
+        assert weights.get("org_talent", 0) > weights.get("governance", 0)
+
+    def test_pre_ipo_stage_emphasizes_financial_and_governance(self):
+        """Pre-IPO 阶段应提高财务和治理权重。"""
+        result = compute_weights(
+            fund_type="growth_vc",
+            fund_lifecycle="exit_preparation",
+            company_stage="pre_ipo",
+            industry="ai",
+        )
+        weights = result["weights"]
+        # 财务权重应高于产品技术
+        assert weights.get("financial", 0) > weights.get("product_tech", 0)
+        # Pre-IPO 的治理权重应高于种子期
+        seed_result = compute_weights(
+            fund_type="growth_vc",
+            fund_lifecycle="exit_preparation",
+            company_stage="seed",
+            industry="ai",
+        )
+        assert weights.get("governance", 0) > seed_result["weights"].get("governance", 0)
+
+    def test_pe_fund_type_emphasizes_financial(self):
+        """PE 基金应大幅提高财务权重。"""
+        result = compute_weights(
+            fund_type="pe",
+            fund_lifecycle="growth",
+            company_stage="b",
+            industry="saas",
+        )
+        weights = result["weights"]
+        # PE 的财务权重应高于早期 VC
+        vc_result = compute_weights(
+            fund_type="early_vc",
+            fund_lifecycle="investment",
+            company_stage="b",
+            industry="saas",
+        )
+        assert weights.get("financial", 0) > vc_result["weights"].get("financial", 0)
+
+    def test_custom_metrics_present(self):
+        """各赛道应有专属指标。"""
+        for industry in ["ai", "saas", "hardware", "biotech", "consumer", "fintech"]:
+            result = compute_weights(
+                fund_type="early_vc",
+                fund_lifecycle="investment",
+                company_stage="a",
+                industry=industry,
+            )
+            assert len(result["custom_metrics"]) >= 3, f"{industry} 赛道专属指标不足"
+
+    def test_strategy_adjustment_effect(self):
+        """投资策略微调应影响权重。"""
+        base = compute_weights(
+            fund_type="early_vc",
+            fund_lifecycle="growth",
+            company_stage="b",
+            industry="ai",
+            strategy="growth",
+        )
+        value = compute_weights(
+            fund_type="early_vc",
+            fund_lifecycle="growth",
+            company_stage="b",
+            industry="ai",
+            strategy="value",
+        )
+        # 成长型策略市场权重应高于价值型
+        assert base["weights"].get("market_compete", 0) > value["weights"].get("market_compete", 0)
+        # 价值型策略财务权重应高于成长型
+        assert value["weights"].get("financial", 0) > base["weights"].get("financial", 0)
+
+    def test_all_weights_non_negative(self):
+        """所有权重应为非负数。"""
+        for fund_type in ["angel", "early_vc", "growth_vc", "pe", "cvc", "distress", "esg"]:
+            for lifecycle in ["investment", "growth", "exit_preparation", "liquidation"]:
+                for stage in ["seed", "a", "b", "c", "pre_ipo"]:
+                    for industry in ["ai", "saas", "hardware", "biotech", "consumer", "fintech"]:
+                        result = compute_weights(
+                            fund_type=fund_type,
+                            fund_lifecycle=lifecycle,
+                            company_stage=stage,
+                            industry=industry,
+                        )
+                        for dim, weight in result["weights"].items():
+                            assert weight >= 0, f"{fund_type}/{lifecycle}/{stage}/{industry} 的 {dim} 权重为负: {weight}"
+
+
+class TestCalculateWeightedScore:
+    """加权评分计算测试。"""
+
+    def test_basic_weighted_score(self):
+        """基本加权评分计算。"""
+        scores = {"financial": 80, "operational": 70, "product_tech": 90}
+        weights = {"financial": 30, "operational": 30, "product_tech": 40}
+        result = calculate_weighted_score(scores, weights)
+        expected = (80 * 30 + 70 * 30 + 90 * 40) / 100
+        assert abs(result - expected) < 0.1
+
+    def test_missing_dimension_ignored(self):
+        """缺失维度的评分应被忽略。"""
+        scores = {"financial": 80}
+        weights = {"financial": 50, "operational": 50}
+        result = calculate_weighted_score(scores, weights)
+        assert abs(result - 80.0) < 0.1
+
+    def test_empty_scores(self):
+        """空评分应返回 0。"""
+        result = calculate_weighted_score({}, {"financial": 100})
+        assert result == 0.0
+
+
+class TestDimensionKeyMap:
+    """维度 key 映射测试。"""
+
+    def test_key_mapping(self):
+        """权重 key 应正确映射到评分字段 key。"""
+        assert get_dimension_score_key("financial") == "financial_score"
+        assert get_dimension_score_key("ai_commercial") == "ai_commercial_score"
+        assert get_dimension_score_key("customer_success") == "customer_success_score"
+
+    def test_all_dimensions_mapped(self):
+        """所有 14 维度都应有映射。"""
+        assert len(DIMENSION_KEY_MAP) == 14
+        for key in BASE_WEIGHTS:
+            assert key in DIMENSION_KEY_MAP, f"维度 {key} 缺少映射"