640 lines
28 KiB
Python
640 lines
28 KiB
Python
import time
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import json
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import random
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import requests
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from DBHelper.MongoHelper import MongoHelper
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from Rating.Credit.CreditObj import RatingRecord, CreditInputData, FinancialReport, BusinessQuestionnaire, BalanceSheet, \
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IncomeSheet, AppendixDataSheet
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from Rating.Process.ProcessObj import CreditProcess
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from Rating.Questionnaire.QuestionObj import SingleChoiceQuestion, MultipleChoiceQuestion, FillInTheBlank
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from Utils.ErrorUtil import ReturnConditionCheckFailed, ReturnConditionCheckFailed
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class CreditUtils:
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"""综合信用评价相关方法"""
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db = MongoHelper('tfse_v0.21')
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@staticmethod
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def get_current_year():
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"""获取当前年度"""
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current_year = time.strftime("%Y", time.localtime()) + "年"
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return current_year
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@staticmethod
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def gen_new_rid():
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"""生成新的评价ID，如果该ID存在，则重新生成"""
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db = MongoHelper('tfse_v0.21')
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def make_id(num):
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"""
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随机生成字符串
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"""
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choices = 'ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz0123456789'
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salt = ''
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for i in range(num):
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salt += random.choice(choices)
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return salt
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# 生成新ID
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new_id = make_id(8)
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# 检查新ID是否存在，如果存在则继续生成新ID
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case = 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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{'评价ID': new_id}
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)
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while case > 0:
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new_id = make_id(8)
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# 新ID可使用，返回新ID
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return new_id
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@staticmethod
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def make_3_report_dates():
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"""
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生成最近三年报告期 日期
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Parameters:
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-
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Returns:
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report_dates 三年报告期
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"""
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current_year = int(time.strftime("%Y", time.localtime())) - 1
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date_01 = str(current_year) + '-12-31'
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date_02 = str(current_year - 1) + '-12-31'
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date_03 = str(current_year - 2) + '-12-31'
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report_dates = [date_01, date_02, date_03]
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return report_dates
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@staticmethod
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def update_process_status(rid, update_data):
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"""
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调用更新流程接口
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Parameters:
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update_data dict 需要更新的数据
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Returns:
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result str 更新结果
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"""
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url = "http://api.fecribd.com/etl_tfse/company/update_process_data"
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token = "dmfd7FshT!5Wng9^gcCcQV7T6FBnVgl4"
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headers = {'token': token, 'Content-Type': 'application/json; charset=UTF-8'}
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data = json.dumps({"rid": rid, "types": "综合评价流程", "renew_data": update_data})
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requests.post(url, headers=headers, data=data)
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class CreditRating(CreditInputData, CreditUtils):
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"""综合信用评价"""
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db = MongoHelper('tfse_v0.21')
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def records(self):
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"""评价记录"""
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cc_report = '/file/pdf?file_id={}'
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esg_report = '/file/pdf?file_id={}'
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cc_certification = "/file/pdf?file_id={}"
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esg_certification = "/file/pdf?file_id={}"
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rating_recprds = self.db.find_all_data(
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"企业数据",
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"评价记录",
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{"企业ID": self.cid},
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["评价ID", "评价项目", "评价方式", "进行状态", "评价结果", "报告fid", "证书fid"]
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)
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for record in rating_recprds:
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if rating_recprds is not None:
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if record['评价项目'] == '综合信用评价':
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record['报告'] = cc_report.format(record['报告fid']) if record['报告fid'] is not None else None
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record['证书'] = cc_certification.format(record['证书fid']) if record['证书fid'] is not None else None
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record.pop('报告fid')
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record.pop('证书fid')
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else:
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record['报告'] = esg_report.format(record['报告fid']) if record['报告fid'] is not None else None
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record['证书'] = esg_certification.format(record['证书fid']) if record['证书fid'] is not None else None
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record.pop('报告fid')
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record.pop('证书fid')
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return rating_recprds
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def start_cc_rating(self):
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"""开始综合评价"""
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def check_input_data():
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"""
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input_data: 已存在的填报数据
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根据企业ID+当前年度,查询是否存在填报数据
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若存在填报数据，则返回填报数据
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若不存在填报数据，则返回False
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"""
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input_data = 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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{"企业ID": self.cid, "评价年度": self.get_current_year()},
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["评价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 input_data if input_data else False
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def case_input_exist(param):
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"""
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param: dict 填报数据
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根据评价ID查询评价进行状态
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若评价已完成，返回‘本年度已评价’的提示，且返回空对象
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若评价进行中，返回‘继续填报’的提示，且返回填报数据
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"""
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# rating_status: 评价服务状态
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rating_status = 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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{"评价ID": param["评价ID"]},
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["进行状态"]
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)
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# 把不需要返回的字段删掉
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param.pop('评价ID')
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# 方法返回结果
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return ("本年度已评价", {}) if rating_status['进行状态'] == "完成" else ("继续填报", param)
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def case_input_not_exist():
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"""不存在填报数据"""
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# new_rid: 新生成填报ID
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new_rid = self.gen_new_rid()
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# report_dates: 生成报告期
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report_dates = self.make_3_report_dates()
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# company_name: 企业名称
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company_name = self.db.find_single_data(
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"应用端",
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"企业用户",
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{"企业ID": self.cid},
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["企业名称"]
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)
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def prepare_input_template():
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"""
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根据模板生成新的填报数据
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input_template: 填报数据模板
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"""
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self.rid = new_rid
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self.cid = self.cid
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self.company = company_name['企业名称']
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self.year = self.get_current_year()
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self.industry = list()
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def balance():
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"""资产负债表"""
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balance_sheet = BalanceSheet()
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balance_sheet.report_date = None
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balance_sheet.accounts_receivable = None
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balance_sheet.stock = None
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balance_sheet.total_current_assets = None
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balance_sheet.total_assets = None
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balance_sheet.short_loan = None
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balance_sheet.one_year_liabilities = None
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balance_sheet.total_current_liabilities = None
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balance_sheet.long_term_loan = None
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balance_sheet.total_liabilities = None
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balance_sheet.total_owners_equity = None
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return balance_sheet.dict_to_save()
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def income():
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"""利润表"""
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income_sheet = IncomeSheet()
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income_sheet.report_date = None
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income_sheet.operating_income = None
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income_sheet.operating_cost = None
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income_sheet.total_profit = None
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income_sheet.net_profit = None
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return income_sheet.dict_to_save()
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def appendix():
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"""补充数据表"""
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appendix_sheet = AppendixDataSheet()
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appendix_sheet.report_date = None
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appendix_sheet.rd_expenses = None
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appendix_sheet.interest_disbursement = None
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appendix_sheet.interest_expense = None
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return appendix_sheet.dict_to_save()
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def financial():
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"""财务填报"""
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financial_report = FinancialReport()
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financial_report.balance_sheet_list = list()
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financial_report.income_sheet_list = list()
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financial_report.appendix_data_sheet_list = list()
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for n in range(3):
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b = balance()
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b['报告期'] = report_dates[n]
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i = income()
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i['报告期'] = report_dates[n]
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a = appendix()
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a['报告期'] = report_dates[n]
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financial_report.balance_sheet_list.append(b)
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financial_report.income_sheet_list.append(i)
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financial_report.appendix_data_sheet_list.append(a)
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return financial_report
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self.financial_report = financial()
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self.business_questionnaire = list()
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input_template = self.dict_to_save()
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# 插入新的填报记录
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self.db.insert_single_data(
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'综信评价数据',
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'填报数据',
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input_template
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)
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def prepare_rating_record_template():
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"""根据模板生成新的评价记录"""
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rating_record = RatingRecord()
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rating_record.rid = new_rid
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rating_record.cid = self.cid
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rating_record.company = company_name['企业名称']
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rating_record.project = '综合信用评价'
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rating_record.methods = '企业申报'
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rating_record.status = '进行'
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rating_record.result = None
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rating_record.report_fid = None
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rating_record.certificate_fid = None
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rating_record.begin_time = time.strftime("%Y-%m-%d %H:%M:%S", time.localtime())
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rating_record.submit_time = None
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rating_record.finish_time = None
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rating_record.finish_date = None
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rating_record_template = rating_record.dict_to_save()
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self.db.insert_single_data(
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'企业数据',
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'评价记录',
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rating_record_template
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)
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def prepare_process_template():
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"""根据数据模板生成新的评价流程数据"""
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credit_process = CreditProcess()
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credit_process.fill_in_questionnaire = 0
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credit_process.fill_in_financial_data = 0
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credit_process.clean_risk_data = 0
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credit_process.model_scoring = 0
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credit_process.report_generation = 0
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credit_process.certificate_generation = 0
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credit_process.cc_evaluation_homepage = 0
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credit_process.fe_evaluation_homepage = 0
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credit_process.cr_analysis_homepage = 0
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credit_process.am_details_homepage = 0
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process_template = dict()
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process_template['评价ID'] = new_rid
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process_template['企业ID'] = self.cid
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process_template['评价流程'] = credit_process.dict_to_save()
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self.db.insert_single_data(
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'综信评价数据',
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'评价流程',
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process_template
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)
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def prepare_risk_data():
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# 调用清洗数据接口，执行风险数据清洗程序
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url = "http://api.fecribd.com/etl_tfse/rating/risk_data"
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token = "dmfd7FshT!5Wng9^gcCcQV7T6FBnVgl4"
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headers = {'token': token, 'Content-Type': 'application/json; charset=UTF-8'}
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data = json.dumps({"company_id": self.cid, "company_name": company_name, "evaluation_id": new_rid})
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requests.post(url, headers=headers, data=data)
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# 风险数据清洗完成后更新流程状态
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self.update_process_status(new_rid, {"评价流程.清洗风险数据": 1})
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def __main__():
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prepare_input_template()
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prepare_rating_record_template()
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prepare_process_template()
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prepare_risk_data()
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__main__()
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return "开始填报", check_input_data()
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def execute_func():
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"""判断是否有填报记录"""
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input_data = check_input_data()
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if input_data is not False:
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return case_input_exist(input_data)
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else:
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return case_input_not_exist()
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return execute_func()
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def save_cc_rating_input(self, input_form):
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"""保存综合填报信息"""
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# 根据cid查询评价记录得到rid
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find = {"企业ID": self.cid, "评价项目": "综合信用评价", "进行状态": "进行"}
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rid = self.db.find_single_data("企业数据", "评价记录", find, ['评价ID'])
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if not rid:
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return "没有正在进行的评价", 200
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def handle_input_form():
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"""处理表单数据"""
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def questionnarie():
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"""经营问卷"""
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questionnarie_data = input_form['经营问卷']
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new_questionnaire = list()
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for item in questionnarie_data:
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if isinstance(item, float) or isinstance(item, int) or item == 0:
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item = float(item)
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new_questionnaire.append(item)
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else:
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new_questionnaire.append(item)
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input_form['经营问卷'] = new_questionnaire
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def financial():
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"""财务填报"""
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financial_data = input_form['财务填报']
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for sheet in ['资产负债表', '利润表', '补充数据表']:
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for item in financial_data[sheet]:
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for key, value in item.items():
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if isinstance(value, float) or isinstance(value, int) or value == 0:
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item[key] = float(value)
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questionnarie()
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financial()
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def business_questionnaire_script():
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"""经营问卷"""
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if input_form['行业选择'] and input_form['经营问卷']:
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industry = input_form['行业选择'][0]
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questionnarie = self.db.find_single_data(
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'模型端',
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'综信评价问卷',
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{'行业': industry},
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['问卷内容']
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)
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answers = input_form['经营问卷']
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new_questionnaire = list()
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new_answers = list()
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# 整合问卷对象
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for index in range(len(questionnarie['问卷内容'])):
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new_questionnaire.extend(questionnarie['问卷内容'][index]['children'])
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# 遍历问卷对象
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for _index in range(len(new_questionnaire)):
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item = new_questionnaire[_index]
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if item['type'] == '单选题':
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scq = SingleChoiceQuestion()
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# 答案范围
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for option in item['option']:
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scq.in_list.append(option['index'])
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scq.question = answers[_index]
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new_answers.append(scq.dict_to_save()['问卷答案'])
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elif item['type'] == '多选题':
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mcq = MultipleChoiceQuestion()
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# 答案范围
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for option in item['option']:
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mcq.in_list.append(option['index'])
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mcq.question = answers[_index]
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new_answers.append(mcq.dict_to_save()['问卷答案'])
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else:
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ftb = FillInTheBlank()
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ftb.question = answers[_index]
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new_answers.append(ftb.dict_to_save()['问卷答案'])
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return new_answers
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else:
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business = input_form['经营问卷']
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return business
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def financial_report_script():
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"""财务填报"""
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financial = input_form['财务填报']
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def balance_sheet_script():
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"""资产负债表"""
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balance_sheet = BalanceSheet()
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for sheet in financial['资产负债表']:
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balance_sheet.report_date = sheet['报告期']
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balance_sheet.accounts_receivable = sheet['应收账款']
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balance_sheet.stock = sheet['存货']
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balance_sheet.total_current_assets = sheet['流动资产合计']
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balance_sheet.total_assets = sheet['资产总计']
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balance_sheet.short_loan = sheet['短期借款']
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balance_sheet.one_year_liabilities = sheet['一年内到期非流动负债']
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balance_sheet.total_current_liabilities = sheet['流动负债合计']
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balance_sheet.long_term_loan = sheet['长期借款']
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balance_sheet.total_liabilities = sheet['负债合计']
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balance_sheet.total_owners_equity = sheet['所有者权益合计']
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financial_report.balance_sheet_list.append(balance_sheet.dict_to_save())
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def income_sheet_script():
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"""利润表"""
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income_sheet = IncomeSheet()
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for sheet in financial['利润表']:
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income_sheet.report_date = sheet['报告期']
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income_sheet.operating_income = sheet['营业收入']
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income_sheet.operating_cost = sheet['营业成本']
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income_sheet.total_profit = sheet['利润总额']
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income_sheet.net_profit = sheet['净利润']
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financial_report.income_sheet_list.append(income_sheet.dict_to_save())
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def appendix_sheet_script():
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"""补充数据表"""
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appendix_sheet = AppendixDataSheet()
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for sheet in financial['补充数据表']:
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appendix_sheet.report_date = sheet['报告期']
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appendix_sheet.rd_expenses = sheet['研发费用']
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appendix_sheet.interest_disbursement = sheet['计入财务费的利息支出']
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appendix_sheet.interest_expense = sheet['资本化利息支出']
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financial_report.appendix_data_sheet_list.append(appendix_sheet.dict_to_save())
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financial_report = FinancialReport()
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financial_report.balance_sheet_list = list()
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financial_report.income_sheet_list = list()
|
||
financial_report.appendix_data_sheet_list = list()
|
||
balance_sheet_script()
|
||
income_sheet_script()
|
||
appendix_sheet_script()
|
||
return financial_report
|
||
|
||
def rating_input():
|
||
"""校验填报数据"""
|
||
self.rid = rid['评价ID']
|
||
self.cid = self.cid
|
||
self.company = input_form['企业名称']
|
||
self.year = input_form['评价年度']
|
||
self.industry = input_form['行业选择']
|
||
self.business_questionnaire = business_questionnaire_script()
|
||
self.financial_report = financial_report_script()
|
||
input_data = self.dict_to_save()
|
||
self.db.update_single_data(
|
||
'综信评价数据',
|
||
'填报数据',
|
||
rid,
|
||
input_data
|
||
)
|
||
|
||
def rating_process():
|
||
"""更新评价流程"""
|
||
process = self.db.find_single_data(
|
||
'综信评价数据',
|
||
'评价流程',
|
||
rid,
|
||
['评价流程']
|
||
)
|
||
if process:
|
||
if process['评价流程']['问卷填报'] == 0:
|
||
self.update_process_status(rid['评价ID'], {"评价流程.问卷填报": 1})
|
||
if process['评价流程']['财务数据填报'] == 0:
|
||
self.update_process_status(rid['评价ID'], {"评价流程.财务数据填报": 1})
|
||
|
||
handle_input_form()
|
||
rating_input()
|
||
rating_process()
|
||
return '保存成功'
|
||
|
||
def exec_cc_rating(self):
|
||
"""提交填报数据，开始评价"""
|
||
# 根据cid查询评价记录得到rid
|
||
find = {"企业ID": self.cid, "评价项目": "综合信用评价", "进行状态": "进行"}
|
||
rid = self.db.find_single_data("企业数据", "评价记录", find, ['评价ID'])
|
||
|
||
if not rid:
|
||
return "没有正在进行的评价", 200
|
||
|
||
self.db.update_single_data(
|
||
'企业数据', '评价记录', rid,
|
||
{"提交填报时间": time.strftime("%Y-%m-%d %H:%M:%S", time.localtime())})
|
||
|
||
def get_rating_data():
|
||
"""获取打分需要的数据"""
|
||
input_data = self.db.find_single_data(
|
||
'综信评价数据',
|
||
'填报数据',
|
||
rid,
|
||
["评价ID", "企业ID", "企业名称", "评价年度", "行业选择", "经营问卷", "财务填报"]
|
||
)
|
||
risk_data = self.db.find_single_data(
|
||
'综信评价数据',
|
||
'风险数据',
|
||
rid,
|
||
["经营风险", "合规风险", "关联风险"]
|
||
)
|
||
return {**input_data, **{"风险数据": risk_data}}
|
||
|
||
rating_input = get_rating_data()
|
||
|
||
def general_model():
|
||
"""打分模型"""
|
||
url = "https://api.fecribd.com/tfse_rating/rating/general_model"
|
||
token = "X0gSlC!YE8jmr2jJr&ilcjS83j!tsoh5"
|
||
headers = {'token': token, "Content-Type": "application/json;charset=UTF-8"}
|
||
data = json.dumps({"input_data": rating_input})
|
||
res = requests.post(url, headers=headers, data=data)
|
||
if res.status_code == 200:
|
||
update_data = {
|
||
"评价结果": json.loads(res.text)['result'],
|
||
}
|
||
self.db.update_single_data("企业数据", "评价记录", rid, update_data)
|
||
self.update_process_status(rid['评价ID'], {"评价流程.模型打分": 1})
|
||
else:
|
||
self.update_process_status(rid['评价ID'], {"评价流程.模型打分": -1})
|
||
raise ReturnConditionCheckFailed("模型"
|
||
"打分失败", 200)
|
||
|
||
def gen_report():
|
||
"""生成报告"""
|
||
url = "https://api.fecribd.com/tfse_rating/report/gen_general_rating_report"
|
||
token = "X0gSlC!YE8jmr2jJr&ilcjS83j!tsoh5"
|
||
headers = {'token': token, "Content-Type": "application/json;charset=UTF-8"}
|
||
data = {
|
||
"company": rating_input['企业名称'],
|
||
"cid": rating_input['企业ID'],
|
||
"rid": rating_input['评价ID']
|
||
}
|
||
res = requests.post(url, headers=headers, data=json.dumps(data))
|
||
if res.status_code == 200:
|
||
update_data = {
|
||
"报告fid": json.loads(res.text)['result']['FileID']
|
||
}
|
||
self.db.update_single_data("企业数据", "评价记录", rid, update_data)
|
||
self.update_process_status(rid['评价ID'], {"评价流程.报告生成": 1})
|
||
else:
|
||
self.update_process_status(rid['评价ID'], {"评价流程.报告生成": -1})
|
||
raise ReturnConditionCheckFailed("生成报告失败", 200)
|
||
|
||
def gen_certified():
|
||
"""生成证书"""
|
||
url = "https://api.fecribd.com/tfse_rating/certificate/generate_certificate"
|
||
token = "X0gSlC!YE8jmr2jJr&ilcjS83j!tsoh5"
|
||
headers = {'token': token, "Content-Type": "application/json;charset=UTF-8"}
|
||
data = {
|
||
"company": rating_input['企业名称'],
|
||
"cid": rating_input['企业ID'],
|
||
"rid": rating_input['评价ID']
|
||
}
|
||
res = requests.post(url, headers=headers, data=json.dumps(data))
|
||
if res.status_code == 200:
|
||
update_data = {
|
||
"证书fid": json.loads(res.text)['result']['FileID']
|
||
}
|
||
self.db.update_single_data("企业数据", "评价记录", rid, update_data)
|
||
self.update_process_status(rid['评价ID'], {"评价流程.证书生成": 1})
|
||
else:
|
||
self.update_process_status(rid['评价ID'], {"评价流程.证书生成": -1})
|
||
raise ReturnConditionCheckFailed("生成证书失败", 200)
|
||
|
||
def company_index():
|
||
"""生成主页数据"""
|
||
url = "https://api.fecribd.com/etl_tfse/company/company_index_etl"
|
||
token = "dmfd7FshT!5Wng9^gcCcQV7T6FBnVgl4"
|
||
headers = {'token': token, "Content-Type": "application/json;charset=UTF-8"}
|
||
data = {
|
||
"rid": rating_input['评价ID']
|
||
}
|
||
res = requests.post(url, headers=headers, data=json.dumps(data))
|
||
if res.status_code == 200:
|
||
self.update_process_status(rid['评价ID'], {"评价流程.综合信用评价主页": 1})
|
||
self.update_process_status(rid['评价ID'], {"评价流程.财务要素评价主页": 1})
|
||
self.update_process_status(rid['评价ID'], {"评价流程.公司风险分析主页": 1})
|
||
else:
|
||
self.update_process_status(rid['评价ID'], {"评价流程.综合信用评价主页": -1})
|
||
raise ReturnConditionCheckFailed("生成主页数据失败", 200)
|
||
|
||
def update_rating_records():
|
||
"""更新完成时间和进行状态"""
|
||
finish_time = time.strftime("%Y-%m-%d %H:%M:%S", time.localtime())
|
||
finish_date = time.strftime("%Y-%m-%d", time.localtime())
|
||
update_data = {"进行状态": "完成", "评价完成时间": finish_time, "评价完成日期": finish_date}
|
||
self.db.update_single_data('企业数据', '评价记录', rid, update_data)
|
||
|
||
def __main__():
|
||
general_model()
|
||
gen_report()
|
||
gen_certified()
|
||
company_index()
|
||
update_rating_records()
|
||
|
||
__main__()
|
||
return '执行成功', 200
|
||
|
||
def choose_industry(self):
|
||
"""选择行业"""
|
||
name = self.db.find_single_data('企业数据', '企业数据_更新汇总', {"企业ID": self.cid}, ['一级行业'])['一级行业']
|
||
industry = self.db.find_single_data('模型端', '综信评价行业分类', {}, ['行业'])
|
||
new_industry = list()
|
||
insert_dict = dict()
|
||
insert_dict['value'] = name
|
||
insert_dict['children'] = list()
|
||
for item in industry['行业'][name]:
|
||
_dict = dict()
|
||
_dict['value'] = item
|
||
insert_dict['children'].append(_dict)
|
||
new_industry.append(insert_dict)
|
||
return new_industry
|
||
|
||
def questionnaire_obj(self):
|
||
"""问卷选择"""
|
||
industry = self.db.find_single_data(
|
||
'综信评价数据',
|
||
'填报数据',
|
||
{'企业ID': self.cid, '评价年度': self.get_current_year()},
|
||
['行业选择']
|
||
)
|
||
if not len(industry['行业选择']) > 1:
|
||
return {"info": "未查询到此行业相关问卷", "result": []}
|
||
else:
|
||
questionnaire = self.db.find_single_data(
|
||
'模型端',
|
||
'综信评价问卷',
|
||
{'行业': industry['行业选择'][0]},
|
||
['问卷内容']
|
||
)
|
||
return {"info": "行业问卷", "result": questionnaire['问卷内容']}
|