611 lines
25 KiB
Python
611 lines
25 KiB
Python
import json
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import requests
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from DBHelper.MongoHelper import MongoHelper
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from Manage.Ratings.Objects.CreditObject import CreditRatingResult, OperatingScore, FinanceScore, RiskScore
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from Manage.Ratings.Objects.EsgObject import EsgRatingResult, SocialScore, EnvironmentalScore, GovernanceScore
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from Manage.Ratings.Objects.RatingSearch import SearchRatingApi, SearchRatingResult
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RATING = ["企业ID", "评价ID", "企业名称", "评价项目", "评价方式", "进行状态", "评价结果", "评价完成日期", "报告fid", "证书fid"]
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class SearchRatingApiImpl(SearchRatingApi):
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"""评价查询请求接口"""
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db = MongoHelper("tfse_v0.21")
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def conditions_search(self):
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"""根据条件查询"""
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search_body = self.search.make_search_body()
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sort = self.sort.make_sort_body()
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page_size = 10 if self.page_size > 10 else self.page_size
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page_no = self.page_no
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total = self.db.find_all_data_with_count(
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"企业数据",
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"评价记录",
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search_body
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)
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records = self.db.find_data_by_page_with_sort(
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"企业数据",
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"评价记录",
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search_body,
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RATING,
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sort,
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page_size,
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page_no
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)
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table_data = list()
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if records:
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for record in records:
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company = SearchRatingResult()
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company.cid = record['企业ID']
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company.rid = record['评价ID']
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company.name = record['企业名称']
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company.project = record['评价项目']
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company.method = record['评价方式']
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company.status = record['进行状态']
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company.result = record['评价结果']
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company.completion_date = record['评价完成日期']
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company.report_fid = record['报告fid']
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company.certificate_fid = record['证书fid']
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data = company.dict_to_show(columns=RATING)
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table_data.append(data)
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result = {
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"records": table_data,
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"total": total
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}
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return result
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def rating_type(self):
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"""评价类型"""
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search_body = self.dict_to_show()['搜索体']
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records = self.db.find_single_data(
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'企业数据',
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'评价记录',
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search_body,
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['评价项目']
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)
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return records
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def result_search(self):
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"""评价结果查询"""
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search_body = self.dict_to_show()['搜索体']
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records = self.rating_type()
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def credit_result():
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"""综信评价结果"""
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result = self.db.find_single_data(
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'综信评价数据',
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'评价结果',
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search_body,
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['企业ID', '评价ID', '企业名称', '评价年度', '评价方式', '评价时间', '信用等级', '信用评分', '经营评分', '财务评分', '风险评分']
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)
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rating_result = CreditRatingResult()
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rating_result.cid = result['企业ID']
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rating_result.rid = result['评价ID']
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rating_result.name = result['企业名称']
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rating_result.year = result['评价年度']
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rating_result.score = result['信用评分']
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rating_result.level = result['信用等级']
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rating_result.method = result['评价方式']
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rating_result.rating_date = result['评价时间']
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def operating():
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"""经营评分"""
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operate = OperatingScore()
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operate.environment = result['经营评分']['环境']
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operate.social = result['经营评分']['社会责任']
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operate.governance = result['经营评分']['公司治理']
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operate.total = result['经营评分']['合计']
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rating_result.operating_score = operate
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def finance():
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"""财务评分"""
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finance_score = FinanceScore()
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def profit_about():
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"""盈利能力"""
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profit = finance_score.Profitability()
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profit.roa = result['财务评分']['盈利能力']['净资产收益率']
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profit.roe = result['财务评分']['盈利能力']['总资产报酬率']
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profit.total = result['财务评分']['盈利能力']['合计']
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return profit
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def aseet_about():
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"""资产质量"""
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asset = finance_score.AssetQuality()
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asset.total_asset_turnover = result['财务评分']['资产质量']['总资产周转率']
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asset.inventory_turnover = result['财务评分']['资产质量']['存货周转率']
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asset.accounts_receivable_turnover = result['财务评分']['资产质量']['应收账款周转率']
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asset.total = result['财务评分']['资产质量']['合计']
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return asset
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def debt_about():
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"""债务风险"""
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debt = finance_score.DebtRisk()
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debt.assets_liabilities = result['财务评分']['债务风险']['资产负债率']
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debt.earned_interest_multiple = result['财务评分']['债务风险']['已获利息倍数']
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debt.quick_ratio = result['财务评分']['债务风险']['速动比率']
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debt.total = result['财务评分']['债务风险']['合计']
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return debt
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def business_about():
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"""经营增长"""
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business = finance_score.BusinessGrowth()
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business.operating_growth_rate = result['财务评分']['经营增长']['营业增长率']
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business.total_asset_growth_rate = result['财务评分']['经营增长']['总资产增长率']
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business.technology_investment_ratio = result['财务评分']['经营增长']['技术投入比率']
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business.total = result['财务评分']['经营增长']['合计']
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return business
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finance_score.profitability = profit_about()
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finance_score.asset_quality = aseet_about()
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finance_score.debt_risk = debt_about()
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finance_score.business_growth = business_about()
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finance_score.total = result['财务评分']['合计']
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rating_result.finance_score = finance_score
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def risk():
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"""风险评分"""
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risk_score = RiskScore()
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risk_score.total = 0
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def management():
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"""经营风险"""
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business = risk_score.BusinessRisk()
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business.case_filing_information = result['风险评分']['经营风险']['立案信息']
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business.court_announcement = result['风险评分']['经营风险']['开庭公告']
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business.executed = result['风险评分']['经营风险']['被执行人']
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business.court_notice = result['风险评分']['经营风险']['法院公告']
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business.litigation = result['风险评分']['经营风险']['诉讼']
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business.service_announcement = result['风险评分']['经营风险']['送达公告']
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business.equity_pledge = result['风险评分']['经营风险']['股权出质']
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business.legal_entity_change = result['风险评分']['经营风险']['法人变更']
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business.members_change = result['风险评分']['经营风险']['主要成员变更']
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business.total = result['风险评分']['经营风险']['合计']
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risk_score.total += result['风险评分']['经营风险']['合计']
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return business
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def peripheral():
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"""关联风险"""
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associated = risk_score.AssociatedRisk()
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peripheral_ = associated.PeripheralRisk()
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peripheral_.high_risk = result['风险评分']['关联风险']['周边风险']['高风险']
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peripheral_.warning = result['风险评分']['关联风险']['周边风险']['警示']
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peripheral_.total = result['风险评分']['关联风险']['周边风险']['合计']
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associated.peripheral_risk = peripheral_
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associated.total = result['风险评分']['关联风险']['合计']
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risk_score.total += result['风险评分']['关联风险']['合计']
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return associated
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risk_score.compliance_risk = result['风险评分']['合规风险']
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risk_score.business_risk = management()
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risk_score.associated_risk = peripheral()
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risk_score.total += risk_score.compliance_risk
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self.risk_score = risk_score
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def __main__():
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operating()
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finance()
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risk()
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data = rating_result.dict_to_show()
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return data
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return __main__()
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def esg_result():
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"""esg评价结果"""
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result = self.db.find_single_data(
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'ESG评价数据',
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'评价结果',
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search_body,
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['企业ID', '评价ID', '企业名称', '评价年度', '评价时间', '评价等级', 'ESG得分', '环境得分', '社会得分', '公司治理得分']
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)
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rating_result = EsgRatingResult()
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rating_result.cid = result['企业ID']
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rating_result.rid = result['评价ID']
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rating_result.name = result['企业名称']
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rating_result.year = result['评价年度']
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rating_result.esg_score = result['ESG得分']
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rating_result.level = result['评价等级']
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rating_result.rating_date = result['评价时间']
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def environment():
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"""环境得分"""
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score = EnvironmentalScore()
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score.carbon_dioxide = result['环境得分']['单位收入二氧化碳排放']
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score.energy_consumption = result['环境得分']['单位收入的能耗']
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score.water_consumption = result['环境得分']['单位收入的耗水']
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score.income_ratio = result['环境得分']['绿色业务收入占比（%）']
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score.greenhouse_gas = result['环境得分']['公司是否有温室气体减排目标']
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score.energy_saving = result['环境得分']['企业是否有节能目标']
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score.water_saving = result['环境得分']['企业是否有节约用水目标']
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score.green_business = result['环境得分']['是否有绿色业务']
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score.punish = result['环境得分']['近三年是否被环境或水务等监管部门处罚']
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score.negative_effects = result['环境得分']['国家双碳目标对企业业务是否有不利影响']
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score.beneficial_influence = result['环境得分']['国家双碳目标对企业业务是否有有利影响']
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score.clean_energy = result['环境得分']['企业是否使用风电、光电、水电等清洁能源，是否使用清洁交通工具']
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score.total = result['环境得分']['合计']
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rating_result.environmental_score = score
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def social():
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"""社会得分"""
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score = SocialScore()
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score.resign = result['社会得分']['离职人数占比']
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score.salary_increase = result['社会得分']['人均薪酬涨幅']
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score.work_length = result['社会得分']['劳动合同中的工作时长（周）']
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score.labor_disputes = result['社会得分']['劳动纠纷']
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score.security_incident = result['社会得分']['安全事故']
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score.provide_training = result['社会得分']['提供培训']
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score.social_security = result['社会得分']['社保缴纳是否符合当地标准']
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score.provident_fund = result['社会得分']['公积金缴纳是否符合当地标准']
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score.physical_examination = result['社会得分']['是否提供员工体检']
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score.paid_leave = result['社会得分']['是否提供带薪假期']
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score.supplier = result['社会得分']['公司从前三大供货商拿货占比']
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score.customer_sales = result['社会得分']['公司前3大客户销量占比']
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score.repair_ratio = result['社会得分']['公司返修、退回、投诉产品比例（%）']
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score.poverty_alleviation = result['社会得分']['扶贫+捐赠规模（万元）']
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score.judicial_risk = result['社会得分']['司法风险']
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score.total = result['社会得分']['合计']
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rating_result.social_score = score
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def governance():
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"""治理得分"""
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score = GovernanceScore()
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score.enterprise_nature = result['公司治理得分']['企业性质']
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score.directors_board = result['公司治理得分']['公司是否设有董事会']
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score.supervisory_board = result['公司治理得分']['公司是否设有监事会']
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score.experience_year = result['公司治理得分']['董监高平均拥有的行业经验年数']
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score.turnover_rate = result['公司治理得分']['董监高近三年离职率']
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score.information_disclosure = result['公司治理得分']['公司近三年信息披露及时、可靠、完备、审计质量']
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score.meetings_number = result['公司治理得分']['公司董事会近三年年均开会次数']
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score.roe = result['公司治理得分']['净资产收益率']
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score.audit_report = result['公司治理得分']['公司是否有审计报告']
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score.total = result['公司治理得分']['合计']
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rating_result.governance_score = score
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def __main__():
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environment()
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social()
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governance()
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data = rating_result.dict_to_show()
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return data
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return __main__()
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if records['评价项目'] == '综合信用评价':
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res = credit_result()
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else:
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res = esg_result()
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return res
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def process_search(self):
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"""评价流程"""
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search_body = self.dict_to_show()['搜索体']
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records = self.rating_type()
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def credit_process():
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"""综信评价流程"""
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process = self.db.find_single_data(
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'综信评价数据',
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'评价流程',
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search_body,
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['评价流程']
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)
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return process
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def esg_process():
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"""esg评价流程"""
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process = self.db.find_single_data(
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'ESG评价数据',
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'评价流程',
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search_body,
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['评价流程']
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)
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return process
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if records['评价项目'] == '综合信用评价':
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res = credit_process()
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else:
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res = esg_process()
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return res
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def detail_search(self):
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"""填报数据"""
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search_body = self.dict_to_show()['搜索体']
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records = self.rating_type()
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def credit_detail():
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"""综信填报数据"""
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detail = self.db.find_single_data(
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'综信评价数据',
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'填报数据',
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search_body,
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['企业ID', '企业名称', '评价年度', '行业选择', '经营问卷', '财务填报']
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)
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return detail
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def esg_detail():
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"""esg填报数据"""
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detail = self.db.find_single_data(
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'ESG评价数据',
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'填报数据',
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search_body,
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['企业ID', '企业名称', '评价年度', '所属行业', '环境问卷', '社会问卷', '治理问卷']
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)
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return detail
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if records['评价项目'] == '综合信用评价':
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res = credit_detail()
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else:
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res = esg_detail()
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return res
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def risk_search(self):
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"""风险数据"""
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search_body = self.dict_to_show()['搜索体']
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records = self.rating_type()
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def credit_risk():
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"""综信风险数据"""
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detail = self.db.find_single_data(
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'综信评价数据',
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'风险数据',
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search_body,
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['企业ID', '关联风险', '合规风险', '经营风险']
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)
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return detail
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def esg_risk():
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"""esg风险数据"""
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detail = self.db.find_single_data(
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'ESG评价数据',
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'风险数据',
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search_body,
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['企业ID', '更新日期', '严重违法', '失信人', '法律诉讼', '税收违法', '经营异常', '行政处罚', '被执行人']
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)
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return detail
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if records['评价项目'] == '综合信用评价':
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res = credit_risk()
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else:
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res = esg_risk()
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return res
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def financial_search(self):
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"""财指结果"""
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search_body = self.dict_to_show()['搜索体']
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financial = self.db.find_all_data(
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'综信评价数据',
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'财指结果',
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search_body,
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['企业ID', '年报期', '企业名称', '净资产收益率', '存货周转率', '已获利息倍数', '应收账款周转率', '总资产周转率',
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'总资产增长率', '总资产报酬率', '技术投入比率', '营业增长率', '资产负债率', '速动比率']
|
||
)
|
||
|
||
return financial
|
||
|
||
def report_search(self):
|
||
"""报告数据"""
|
||
search_body = self.dict_to_show()['搜索体']
|
||
records = self.rating_type()
|
||
|
||
def credit_report():
|
||
"""综信风险数据"""
|
||
report_data = self.db.find_single_data(
|
||
'综信评价数据',
|
||
'报告数据',
|
||
search_body,
|
||
['企业ID', '企业名称', '评价年度', '行业选择', '生成日期', '报告内容']
|
||
)
|
||
|
||
return report_data
|
||
|
||
def esg_report():
|
||
"""esg风险数据"""
|
||
report_data = self.db.find_single_data(
|
||
'ESG评价数据',
|
||
'报告数据',
|
||
search_body,
|
||
['企业ID', '企业名称', '评价年度', '生成日期', '报告内容']
|
||
)
|
||
|
||
return report_data
|
||
|
||
if records['评价项目'] == '综合信用评价':
|
||
res = credit_report()
|
||
else:
|
||
res = esg_report()
|
||
|
||
return res
|
||
|
||
def report_revise(self, text_model):
|
||
"""报告修改"""
|
||
search_body = self.dict_to_show()['搜索体']
|
||
records = self.rating_type()
|
||
|
||
def revise_credit_report():
|
||
"""综信报告修改"""
|
||
def edit():
|
||
"""更新报告数据"""
|
||
insert_data = dict()
|
||
insert_data['报告内容'] = text_model
|
||
self.db.update_single_data(
|
||
'综信评价数据',
|
||
'报告数据',
|
||
search_body,
|
||
insert_data
|
||
)
|
||
return True
|
||
|
||
def delete():
|
||
"""删除报告相关数据"""
|
||
record = self.db.find_single_data(
|
||
'企业数据',
|
||
'评价记录',
|
||
search_body,
|
||
['报告fid']
|
||
)
|
||
if not record:
|
||
return False
|
||
else:
|
||
fid = record['报告fid']
|
||
# self.db.delete_file(
|
||
# '文件',
|
||
# '综信报告',
|
||
# fid
|
||
# )
|
||
self.db.update_single_data(
|
||
'企业数据',
|
||
'评价记录',
|
||
search_body,
|
||
{'报告fid': None}
|
||
)
|
||
return True
|
||
|
||
def create():
|
||
"""生成报告"""
|
||
report_data = self.db.find_single_data(
|
||
'综信评价数据',
|
||
'报告数据',
|
||
search_body,
|
||
['评价ID', '企业ID', '企业名称', '报告内容', '生成日期', '行业选择', '评价年度']
|
||
)
|
||
report_text = dict()
|
||
report_text['text_model'] = report_data
|
||
|
||
def generate_report():
|
||
"""
|
||
调用报告生成接口
|
||
Parameters:
|
||
-
|
||
Returns:
|
||
result: type 生成结果
|
||
"""
|
||
url = 'http://api.fecribd.com/tfse_rating/report/generate_pdf_report'
|
||
token = 'X0gSlC!YE8jmr2jJr&ilcjS83j!tsoh5'
|
||
headers = {'token': token, 'Content-Type': 'application/json;charset=UTF-8'}
|
||
res_ = requests.post(url, headers=headers, data=json.dumps(report_text))
|
||
return res_
|
||
|
||
r = generate_report()
|
||
result = r.json()
|
||
|
||
if result['info'] == '生成报告成功':
|
||
self.db.update_single_data('企业数据', '评价记录', search_body, {"报告fid": result['result']['FileID']})
|
||
result['result']['FileID'] = '/file/get_company_report?file_id={}'.format(
|
||
result['result']['FileID'])
|
||
self.db.update_single_data('企业数据', '综合信用分析', search_body, {"信用分析.查看报告": result['result']['FileID']})
|
||
return result
|
||
|
||
step_1 = edit()
|
||
if step_1:
|
||
step_2 = delete()
|
||
if step_2:
|
||
step_3 = create()
|
||
return step_3
|
||
else:
|
||
return {"info": "删除失败"}
|
||
else:
|
||
return {"info": "此公司不存在报告数据"}
|
||
|
||
def revise_esg_report():
|
||
"""esg报告修改"""
|
||
return True
|
||
|
||
if records['评价项目'] == '综合信用评价':
|
||
res = revise_credit_report()
|
||
else:
|
||
res = revise_esg_report()
|
||
|
||
return res
|
||
|
||
def comprehensive_credit_search(self):
|
||
"""综合信用分析"""
|
||
search_body = self.dict_to_show()['搜索体']
|
||
|
||
data = self.db.find_single_data(
|
||
'企业数据',
|
||
'综合信用分析',
|
||
search_body,
|
||
['企业ID', '企业名称', '更新时间', '综合信用表现', '信用分析', '指标表格', '历史级别']
|
||
)
|
||
return data
|
||
|
||
def business_risk_search(self):
|
||
"""经营风险分析"""
|
||
search_body = self.dict_to_show()['搜索体']
|
||
|
||
data = self.db.find_single_data(
|
||
'企业数据',
|
||
'经营风险分析',
|
||
search_body,
|
||
['企业ID', '更新时间', '风险分数', '风险级别', '风险数量', '列入失信名单', '合规风险', '经营风险', '周边风险', '变更记录']
|
||
)
|
||
return data
|
||
|
||
def financial_elements_search(self):
|
||
"""财务要素分析"""
|
||
search_body = self.dict_to_show()['搜索体']
|
||
|
||
data = self.db.find_single_data(
|
||
'企业数据',
|
||
'财务要素分析',
|
||
search_body,
|
||
['企业ID', '更新时间', '财报期', '指标详情', '财务得分年度比较', '财务得分同行比较', '财务得分较去年变化', '财务得分较同行差异']
|
||
)
|
||
return data
|
||
|
||
def esg_evaluation_search(self):
|
||
"""esg评价分析"""
|
||
search_body = self.dict_to_show()['搜索体']
|
||
|
||
data = self.db.find_single_data(
|
||
'企业数据',
|
||
'ESG评价分析',
|
||
search_body,
|
||
['企业ID', '更新日期', 'ESG评级', '维度得分情况']
|
||
)
|
||
return data
|
||
|
||
|
||
if __name__ == '__main__':
|
||
insert = dict()
|
||
insert['企业ID'] = 'rh3XINDu'
|
||
insert['评价ID'] = 'wEtHEscX'
|
||
insert['评价流程'] = list()
|
||
step_01 = {"数据准备": ['填报数据', '风险数据']}
|
||
step_02 = {"模型打分": ['评价结果']}
|
||
step_03 = {"文档生成": ['报告数据', '综信报告', '综信证书']}
|
||
step_04 = {"数据清洗": ['ESG评价分析']}
|
||
|
||
insert['评价流程'].append(step_01)
|
||
insert['评价流程'].append(step_02)
|
||
insert['评价流程'].append(step_03)
|
||
insert['评价流程'].append(step_04)
|
||
|
||
db = MongoHelper("tfse_v0.21")
|
||
|
||
db.upsert_single_data(
|
||
'ESG评价数据',
|
||
'评价流程',
|
||
{'评价ID': 'wEtHEscX'},
|
||
insert
|
||
) |