guzhi/app/schemas/valuation.py

from datetime import datetime
from typing import List, Optional, Any, Dict, Union
from pydantic import BaseModel, Field, field_validator
from decimal import Decimal


class ValuationAssessmentBase(BaseModel):
    """估值评估基础模型"""
    # 基础信息
    asset_name: str = Field(..., description="资产名称")
    institution: str = Field(..., description="所属机构")
    industry: str = Field(..., description="所属行业")
    
    # 财务状况
    annual_revenue: Optional[str] = Field(None, description="近12个月机构营收/万元")
    rd_investment: Optional[str] = Field(None, description="近12个月机构研发投入/万元")
    three_year_income: Optional[List[Union[int, float]]] = Field(None, description="近三年机构收益/万元")
    funding_status: Optional[str] = Field(None, description="资产受资助情况")
    
    # 非遗等级与技术
    inheritor_level: Optional[str] = Field(None, description="非遗传承人等级")
    inheritor_ages: Optional[List[int]] = Field(None, description="传承人年龄列表")
    inheritor_age_count: Optional[List[Any]] = Field(None, description="非遗传承人年龄水平及数量")
    inheritor_certificates: Optional[List[str]] = Field(None, description="非遗传承人等级证书")
    heritage_level: Optional[str] = Field(None, description="非遗等级")
    heritage_asset_level: Optional[str] = Field(None, description="非遗资产等级")
    patent_application_no: Optional[str] = Field(None, description="非遗资产所用专利的申请号")
    patent_remaining_years: Optional[str] = Field(None, description="专利剩余年限")  # 未使用
    historical_evidence: Optional[Dict[str, int]] = Field(None, description="非遗资产历史证明证据及数量")
    patent_certificates: Optional[List[str]] = Field(None, description="非遗资产所用专利的证书")
    pattern_images: Optional[List[str]] = Field(None, description="非遗纹样图片")
    report_url: Optional[str] = Field(None, description="评估报告URL")
    certificate_url: Optional[str] = Field(None, description="证书URL")
    
    # 非遗应用与推广
    application_maturity: Optional[str] = Field(None, description="非遗资产应用成熟度")
    implementation_stage: Optional[str] = Field(None, description="非遗资产应用成熟度")
    application_coverage: Optional[str] = Field(None, description="非遗资产应用覆盖范围")
    coverage_area: Optional[str] = Field(None, description="非遗资产应用覆盖范围")
    cooperation_depth: Optional[str] = Field(None, description="非遗资产跨界合作深度")
    collaboration_type: Optional[str] = Field(None, description="非遗资产跨界合作深度")
    offline_activities: Optional[str] = Field(None, description="近12个月线下相关宣讲活动次数")
    offline_teaching_count: Optional[int] = Field(None, description="近12个月线下相关演讲活动次数")  # 未使用
    online_accounts: Optional[List[Any]] = Field(None, description="线上相关宣传账号信息")
    platform_accounts: Optional[Dict[str, Dict[str, Union[str, int]]]] = Field(None, description="线上相关宣传账号信息")
    
    # 非遗资产衍生商品信息
    sales_volume: Optional[str] = Field(None, description="该商品近12个月销售量")
    link_views: Optional[str] = Field(None, description="该商品近12个月的链接浏览量")
    circulation: Optional[str] = Field(None, description="该商品的发行量")
    scarcity_level: Optional[str] = Field(None, description="稀缺等级")
    last_market_activity: Optional[str] = Field(None, description="该商品最近一次市场活动时间")
    market_activity_time: Optional[str] = Field(None, description="市场活动的时间")
    monthly_transaction: Optional[str] = Field(None, description="月交易额")
    monthly_transaction_amount: Optional[str] = Field(None, description="月交易额")
    price_fluctuation: Optional[List[Union[str, int, float]]] = Field(None, description="该商品近30天价格波动区间")
    price_range: Optional[Dict[str, Union[int, float]]] = Field(None, description="资产商品的价格波动率")  # 未使用
    market_price: Optional[Union[int, float]] = Field(None, description="市场价格（单位：万元）")  # 未使用
    credit_code_or_id: Optional[str] = Field(None, description="统一社会信用代码或身份证号")
    biz_intro: Optional[str] = Field(None, description="业务/传承介绍")
    
    # 内置API计算字段
    infringement_record: Optional[str] = Field(None, description="侵权记录")
    patent_count: Optional[str] = Field(None, description="专利使用量")
    esg_value: Optional[str] = Field(None, description="ESG关联价值")
    policy_matching: Optional[str] = Field(None, description="政策匹配度")
    online_course_views: Optional[int] = Field(None, description="线上课程点击量")
    pattern_complexity: Optional[str] = Field(None, description="结构复杂度")
    normalized_entropy: Optional[str] = Field(None, description="归一化信息熵")
    legal_risk: Optional[str] = Field(None, description="法律风险-侵权诉讼历史")
    base_pledge_rate: Optional[str] = Field(None, description="基础质押率")
    flow_correction: Optional[str] = Field(None, description="流量修正系数")
    
    # 计算结果字段
    model_value_b: Optional[float] = Field(None, description="模型估值B（万元）")
    market_value_c: Optional[float] = Field(None, description="市场估值C（万元）")
    final_value_ab: Optional[float] = Field(None, description="最终估值AB（万元）")
    dynamic_pledge_rate: Optional[float] = Field(None, description="动态质押率")
    calculation_result: Optional[Dict[str, Any]] = Field(None, description="完整计算结果JSON")
    calculation_input: Optional[Dict[str, Any]] = Field(None, description="计算输入参数JSON")


class ValuationAssessmentCreate(ValuationAssessmentBase):
    """创建估值评估模型"""
    pass


class ValuationAssessmentUpdate(BaseModel):
    """更新估值评估模型"""
    # 基础信息
    asset_name: Optional[str] = Field(None, description="资产名称")
    institution: Optional[str] = Field(None, description="所属机构")
    industry: Optional[str] = Field(None, description="所属行业")
    
    # 财务状况
    annual_revenue: Optional[str] = Field(None, description="近12个月机构营收/万元")
    rd_investment: Optional[str] = Field(None, description="近12个月机构研发投入/万元")
    three_year_income: Optional[List[Any]] = Field(None, description="近三年机构收益/万元")
    funding_status: Optional[str] = Field(None, description="资产受资助情况")
    
    # 非遗等级与技术
    inheritor_level: Optional[str] = Field(None, description="非遗传承人等级")
    inheritor_age_count: Optional[List[Any]] = Field(None, description="非遗传承人年龄水平及数量")
    inheritor_certificates: Optional[List[Any]] = Field(None, description="非遗传承人等级证书")
    heritage_level: Optional[str] = Field(None, description="非遗等级")
    patent_application_no: Optional[str] = Field(None, description="非遗资产所用专利的申请号")
    historical_evidence: Optional[List[Any]] = Field(None, description="非遗资产历史证明证据及数量")
    patent_certificates: Optional[List[Any]] = Field(None, description="非遗资产所用专利的证书")
    pattern_images: Optional[List[Any]] = Field(None, description="非遗纹样图片")
    report_url: Optional[str] = Field(None, description="评估报告URL")
    certificate_url: Optional[str] = Field(None, description="证书URL")
    
    # 非遗应用与推广
    application_maturity: Optional[str] = Field(None, description="非遗资产应用成熟度")
    application_coverage: Optional[str] = Field(None, description="非遗资产应用覆盖范围")
    cooperation_depth: Optional[str] = Field(None, description="非遗资产跨界合作深度")
    offline_activities: Optional[str] = Field(None, description="近12个月线下相关宣讲活动次数")
    online_accounts: Optional[List[Any]] = Field(None, description="线上相关宣传账号信息")
    
    # 非遗资产衍生商品信息
    sales_volume: Optional[str] = Field(None, description="该商品近12个月销售量")
    link_views: Optional[str] = Field(None, description="该商品近12个月的链接浏览量")
    circulation: Optional[str] = Field(None, description="该商品的发行量")
    last_market_activity: Optional[str] = Field(None, description="该商品最近一次市场活动时间")
    monthly_transaction: Optional[str] = Field(None, description="月交易额")
    price_fluctuation: Optional[List[Union[str, int, float]]] = Field(None, description="该商品近30天价格波动区间")
    credit_code_or_id: Optional[str] = Field(None, description="统一社会信用代码或身份证号")
    biz_intro: Optional[str] = Field(None, description="业务/传承介绍")
    
    is_active: Optional[bool] = Field(None, description="是否激活")


class ValuationAssessmentOut(ValuationAssessmentBase):
    """估值评估输出模型"""
    id: int = Field(..., description="主键ID")
    user_id: int = Field(..., description="用户ID")
    status: str = Field(..., description="评估状态")
    admin_notes: Optional[str] = Field(None, description="管理员备注")
    created_at: datetime = Field(..., description="创建时间")
    updated_at: datetime = Field(..., description="更新时间")
    is_active: bool = Field(..., description="是否激活")

    class Config:
        from_attributes = True
        json_encoders = {
            datetime: lambda v: v.isoformat()
        }
        # 确保所有字段都被序列化，包括None值
        exclude_none = False


# 用户端专用模式
class UserValuationCreate(ValuationAssessmentBase):
    """用户端创建估值评估模型"""
    pass


class UserValuationOut(ValuationAssessmentBase):
    """用户端估值评估输出模型"""
    id: int = Field(..., description="主键ID")
    user_id: Optional[int] = Field(None, description="用户ID")
    status: str = Field(..., description="评估状态")
    admin_notes: Optional[str] = Field(None, description="管理员备注")
    created_at: datetime = Field(..., description="创建时间")
    updated_at: datetime = Field(..., description="更新时间")
    is_active: Optional[bool] = Field(None, description="是否激活")

    class Config:
        from_attributes = True
        json_encoders = {
            datetime: lambda v: v.isoformat()
        }
        exclude_none = False


class UserValuationDetail(ValuationAssessmentBase):
    """用户端详细估值评估模型"""
    id: int = Field(..., description="主键ID")
    status: str = Field(..., description="评估状态")
    admin_notes: Optional[str] = Field(None, description="管理员备注")
    created_at: datetime = Field(..., description="创建时间")
    updated_at: datetime = Field(..., description="更新时间")

    class Config:
        from_attributes = True
        json_encoders = {
            datetime: lambda v: v.isoformat()
        }


class UserValuationList(BaseModel):
    """用户端估值评估列表模型"""
    items: List[UserValuationOut] = Field(..., description="估值评估列表")
    total: int = Field(..., description="总数量")
    page: int = Field(..., description="当前页码")
    size: int = Field(..., description="每页数量")
    pages: int = Field(..., description="总页数")
    
    class Config:
        from_attributes = True
        json_encoders = {
            datetime: lambda v: v.isoformat()
        }
        exclude_none = False



class UserValuationQuery(BaseModel):
    """用户端估值评估查询模型"""
    status: Optional[str] = Field(None, description="评估状态")
    asset_name: Optional[str] = Field(None, description="资产名称")
    page: int = Field(1, ge=1, description="页码")
    size: int = Field(10, ge=1, le=100, description="每页数量")


class ValuationAssessmentList(BaseModel):
    """估值评估列表模型"""
    items: List[ValuationAssessmentOut] = Field(..., description="估值评估列表")
    total: int = Field(..., description="总数量")
    page: int = Field(..., description="当前页码")
    size: int = Field(..., description="每页数量")
    pages: int = Field(..., description="总页数")


class ValuationAssessmentQuery(BaseModel):
    """估值评估查询模型"""
    asset_name: Optional[str] = Field(None, description="资产名称")
    institution: Optional[str] = Field(None, description="所属机构")
    industry: Optional[str] = Field(None, description="所属行业")
    heritage_level: Optional[str] = Field(None, description="非遗等级")
    status: Optional[str] = Field(None, description="评估状态: pending(待审核), approved(已通过), rejected(已拒绝)")
    is_active: Optional[bool] = Field(None, description="是否激活")
    page: int = Field(1, ge=1, description="页码")
    size: int = Field(10, ge=1, le=100, description="每页数量")


# 管理端审核相关模型
class ValuationApprovalRequest(BaseModel):
    """估值评估审核请求模型"""
    admin_notes: Optional[str] = Field(None, description="管理员备注")


class ValuationAdminNotesUpdate(BaseModel):
    """管理员备注更新模型"""
    admin_notes: str = Field(..., description="管理员备注")


class ValuationCalculationStepBase(BaseModel):
    """估值计算步骤基础模型"""
    step_order: Decimal = Field(..., description="步骤顺序")
    step_name: str = Field(..., description="步骤名称")
    step_description: Optional[str] = Field(None, description="步骤描述")
    input_params: Optional[Dict[str, Any]] = Field(None, description="输入参数")
    output_result: Optional[Dict[str, Any]] = Field(None, description="输出结果")
    status: str = Field(..., description="步骤状态")
    error_message: Optional[str] = Field(None, description="错误信息")

    @field_validator('step_order', mode='before')
    @classmethod
    def _coerce_step_order(cls, v):
        if isinstance(v, Decimal):
            return v
        if isinstance(v, (int, float, str)):
            try:
                return Decimal(str(v))
            except Exception:
                raise ValueError('Invalid step_order')
        raise ValueError('Invalid step_order type')


class ValuationCalculationStepCreate(ValuationCalculationStepBase):
    """创建估值计算步骤模型"""
    valuation_id: int = Field(..., description="关联的估值评估ID")


class ValuationCalculationStepOut(ValuationCalculationStepBase):
    """估值计算步骤输出模型"""
    id: int = Field(..., description="主键ID")
    valuation_id: int = Field(..., description="关联的估值评估ID")
    created_at: datetime = Field(..., description="创建时间")

    class Config:
        from_attributes = True
        json_encoders = {
            datetime: lambda v: v.isoformat(),
            Decimal: lambda v: float(v)
        }