""" 公式元数据注册表 用于将计算引擎中的每个公式节点（含子公式）映射到唯一的 code、名称、公式说明以及排序， 以便在 valuation_calculation_steps 表中进行结构化记录，并最终生成可读的计算报告。 """ from __future__ import annotations from dataclasses import dataclass from decimal import Decimal from typing import Dict, List, Optional @dataclass(frozen=True) class FormulaMeta: code: str name: str formula: str order: Decimal parent_code: Optional[str] group_code: str FormulaTreeNode = Dict[str, object] def _node( code: str, name: str, formula: str, order: str, children: Optional[List[FormulaTreeNode]] = None, group: Optional[str] = None, ) -> FormulaTreeNode: return { "code": code, "name": name, "formula": formula, "order": order, "group_code": group, "children": children or [], } FORMULA_TREE: List[FormulaTreeNode] = [ _node( "FINAL_A", "最终估值A", "最终估值A = 模型估值B × 0.7 + 市场估值C × 0.3", "10", children=[ _node( "MODEL_B", "模型估值B", "模型估值B = （经济价值B1 × 0.7 + 文化价值B2 × 0.3） × 风险调整系数B3", "20", group="MODEL_B", children=[ _node( "MODEL_B_ECON_B1", "经济价值B1", "经济价值B1 = 基础价值B11 × (1 + 流量因子B12) × 政策乘数B13", "21", children=[ _node( "MODEL_B_ECON_B11", "基础价值B11", "基础价值B11 = 财务价值F × (0.45 + 0.05 × 行业系数I) + 法律强度L × (0.35 + 0.05 × 行业系数I) + 发展潜力D × 0.2", "21.1", children=[ _node( "MODEL_B_ECON_B11_FINANCIAL_VALUE", "财务价值F", "财务价值F = [3年内年均收益 × (1 + 增长率)^5] ÷ 5", "21.11", ), _node( "MODEL_B_ECON_B11_LEGAL_STRENGTH", "法律强度L", "法律强度L = 专利分 × 0.4 + 普及分 × 0.3 + 侵权分 × 0.3", "21.12", ), _node( "MODEL_B_ECON_B11_DEVELOPMENT_POTENTIAL", "发展潜力D", "发展潜力D = 专利分 × 0.5 + ESG分 × 0.2 + 创新投入比 × 0.3", "21.13", ), _node( "MODEL_B_ECON_B11_INDUSTRY_COEFFICIENT", "行业系数I", "行业系数I = (目标行业平均ROE - 基准行业ROE) ÷ 基准行业ROE", "21.14", ), ], ), _node( "MODEL_B_FLOW_B12", "流量因子B12", "流量因子B12 = ln(S1 ÷ S2) × 0.3 + 社交媒体传播度S3 × 0.7", "21.2", children=[ _node( "MODEL_B_FLOW_B12_INTERACTION_INDEX", "互动量指数", "互动量指数 = (点赞 + 评论 + 分享) ÷ 1000", "21.21", ), _node( "MODEL_B_FLOW_B12_COVERAGE_INDEX", "覆盖人群指数", "覆盖人群指数 = 粉丝数 ÷ 10000", "21.22", ), _node( "MODEL_B_FLOW_B12_CONVERSION_EFFICIENCY", "转化效率", "转化效率 = 商品链接点击量 ÷ 内容浏览量", "21.23", ), _node( "MODEL_B_FLOW_B12_SOCIAL_SPREAD", "社交媒体传播度S3", "社交媒体传播度S3 = 互动量指数 × 0.4 + 覆盖人群指数 × 0.3 + 转化效率 × 0.3", "21.24", ), ], ), _node( "MODEL_B_POLICY_B13", "政策乘数B13", "政策乘数B13 = 1 + 政策契合度评分P × 0.15，其中 P = 政策匹配度 × 0.4 + 实施阶段评分 × 0.3 + 资金支持度 × 0.3", "21.3", ), ], ), _node( "MODEL_B_CULTURAL_B2", "文化价值B2", "文化价值B2 = 活态传承系数B21 × 0.6 + (纹样基因值B22 ÷ 10) × 0.4", "22", children=[ _node( "MODEL_B_CULTURAL_B21", "活态传承系数B21", "活态传承系数B21 = 传承人等级系数 × 0.4 + 教学传播频次 × 0.3 + 跨界合作深度 × 0.3", "22.1", children=[ _node( "MODEL_B_CULTURAL_B21_TEACHING_FREQ", "教学传播频次", "教学传播频次 = 线下传习次数 × 0.6 + 线上课程点击量（万） × 0.4", "22.11", ), ], ), _node( "MODEL_B_CULTURAL_B22", "纹样基因值B22", "纹样基因值B22 = (结构复杂度SC × 0.6 + 归一化信息熵H × 0.4) × 历史传承度HI × 10", "22.2", ), ], ), _node( "MODEL_B_RISK_B3", "风险调整系数B3", "风险调整系数B3 = 0.8 + 风险评分总和R × 0.4，其中 R = 市场风险 × 0.3 + 法律风险 × 0.4 + 传承风险 × 0.3", "23", children=[ _node( "MODEL_B_RISK_B3_MARKET", "市场风险", "市场风险依据价格波动率：波动率 ≤5% 计10分，5-15%计5分，>15%计0分", "23.1", ), _node( "MODEL_B_RISK_B3_LEGAL", "法律风险", "法律风险根据诉讼状态评分（无诉讼/已解决/未解决）", "23.2", ), _node( "MODEL_B_RISK_B3_INHERITANCE", "传承风险", "传承风险依据传承人年龄：≤50岁10分，50-70岁5分，>70岁0分，取最高分", "23.3", ), ], ), ], ), _node( "MARKET_C", "市场估值C", "市场估值C = 市场竞价C1 × 热度系数C2 × 稀缺性乘数C3 × 时效性衰减C4", "30", group="MARKET_C", children=[ _node( "MARKET_C_C1", "市场竞价C1", "市场竞价C1 结合历史交易价格、人工竞价与专家估值的加权结果", "30.1", ), _node( "MARKET_C_C2", "热度系数C2", "热度系数C2 = 1 + 浏览热度分（依据日均浏览量与收藏数量）", "30.2", ), _node( "MARKET_C_C3", "稀缺性乘数C3", "稀缺性乘数C3 = 1 + 稀缺等级分", "30.3", ), _node( "MARKET_C_C4", "时效性衰减C4", "时效性衰减C4 依据距最近市场活动天数的衰减系数", "30.4", ), ], ), _node( "DYNAMIC_PLEDGE_RATE", "动态质押率DPR", "动态质押率DPR = 基础质押率 × (1 + 流量修正系数) + 政策加成系数 - 流动性调节因子", "40", group="DYNAMIC_PLEDGE", ), # API查询结果记录 _node( "API_ESG_QUERY", "ESG评分查询", "根据行业名称查询ESG基准分", "50.1", group="API_QUERY", ), _node( "API_INDUSTRY_QUERY", "行业系数查询", "根据行业名称查询行业修正系数I", "50.2", group="API_QUERY", ), _node( "API_POLICY_QUERY", "政策匹配度查询", "根据行业名称查询政策匹配度评分", "50.3", group="API_QUERY", ), _node( "API_JUDICIAL_QUERY", "司法诉讼查询", "根据机构名称查询诉讼状态，映射为法律风险评分（无诉讼:10分, 已解决:7分, 未解决:0分）", "50.4", group="API_QUERY", ), _node( "API_PATENT_QUERY", "专利信息查询", "根据专利申请号查询专利数量和剩余年限，计算专利评分", "50.5", group="API_QUERY", ), _node( "API_WECHAT_INDEX", "微信指数查询", "根据资产名称查询微信指数，计算搜索指数S1 = 微信指数 / 10", "50.6", group="API_QUERY", ), # 参数映射记录 _node( "MAPPING_CROSS_BORDER_DEPTH", "跨界合作深度映射", "用户选项映射为评分：无(0分), 品牌联名(3分), 科技载体(5分), 国家外交礼品(10分)", "51.1", group="PARAM_MAPPING", ), _node( "MAPPING_INHERITOR_LEVEL", "传承人等级映射", "用户选项映射为系数：国家级(10分), 省级(7分), 市级及以下(4分)", "51.2", group="PARAM_MAPPING", ), # 权重计算记录 _node( "CALC_HISTORICAL_INHERITANCE", "历史传承度计算", "HI = 出土实物×1.0 + 古代文献×0.8 + 传承人佐证×0.6 + 现代研究×0.4", "52.1", group="PARAM_CALC", ), _node( "CALC_INHERITANCE_RISK", "传承风险年龄转换", "根据各年龄段传承人数量计算传承风险评分：≤50岁(10分), 50-70岁(5分), >70岁(0分), 取最高分", "52.2", group="PARAM_CALC", ), _node( "CALC_MARKET_RISK", "市场风险价格波动", "根据30天价格波动计算市场风险评分：波动率≤5%(10分), 5-15%(5分), >15%(0分)", "52.3", group="PARAM_CALC", ), ], ) ] def _build_index() -> Dict[str, FormulaMeta]: index: Dict[str, FormulaMeta] = {} def dfs(nodes: List[FormulaTreeNode], parent_code: Optional[str], group_code: Optional[str]): for node in nodes: code = node["code"] name = node["name"] formula = node["formula"] order = Decimal(str(node["order"])) explicit_group = node.get("group_code") if explicit_group: current_group = explicit_group elif parent_code is None: current_group = code else: current_group = group_code or parent_code meta = FormulaMeta( code=code, name=name, formula=formula, order=order, parent_code=parent_code, group_code=current_group, ) index[code] = meta dfs(node.get("children", []), code, current_group) dfs(FORMULA_TREE, None, None) return index FORMULA_INDEX: Dict[str, FormulaMeta] = _build_index() def get_formula_meta(code: str) -> FormulaMeta: meta = FORMULA_INDEX.get(code) if not meta: raise KeyError(f"公式编码未注册: {code}") return meta