feat:新增基金产品列表接口,历史业绩接口,客户注册提交接口,问卷提交接口

model/fin_customer_profile.py

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+"""fin_customer_profile 客户画像主表 ORM 模型。"""
+from __future__ import annotations
+
+from datetime import datetime
+from decimal import Decimal
+from typing import Any
+
+from sqlalchemy import BigInteger, DateTime, Integer, JSON, Numeric, String, func
+from sqlalchemy.orm import Mapped, mapped_column
+
+from model.base import Base
+
+
+class FinCustomerProfile(Base):
+    __tablename__ = "fin_customer_profile"
+    __table_args__ = {"comment": "客户画像主表（RAG/GraphRAG 个性化推荐核心上下文）"}
+
+    # 主键为 customer_id（一对一关联 sys_user.id），非自增 id
+    customer_id: Mapped[int] = mapped_column(BigInteger, primary_key=True)
+    risk_level: Mapped[str | None] = mapped_column(String(16))
+    risk_score: Mapped[int | None] = mapped_column(Integer)
+    investment_experience: Mapped[str | None] = mapped_column(String(16))
+    annual_income_range: Mapped[str | None] = mapped_column(String(32))
+    total_assets: Mapped[Decimal | None] = mapped_column(Numeric(18, 2))
+    asset_allocation: Mapped[dict[str, Any] | None] = mapped_column(JSON)
+    product_preference: Mapped[dict[str, Any] | None] = mapped_column(JSON)
+    customer_level: Mapped[str | None] = mapped_column(String(16))
+    confidence_score: Mapped[Decimal] = mapped_column(Numeric(5, 2), server_default="0.50")
+    profile_version: Mapped[int] = mapped_column(Integer, server_default="1")
+    update_time: Mapped[datetime] = mapped_column(
+        DateTime, server_default=func.now(), onupdate=func.now()
+    )

model/fin_product.py

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+"""fin_product 公募基金产品表 ORM 模型。"""
+from __future__ import annotations
+
+from datetime import date, datetime
+from decimal import Decimal
+
+from sqlalchemy import BigInteger, Date, DateTime, Integer, Numeric, String, func
+from sqlalchemy.orm import Mapped, mapped_column
+
+from model.base import Base
+
+
+class FinProduct(Base):
+    __tablename__ = "fin_product"
+    __table_args__ = {"comment": "公募基金产品表"}
+
+    id: Mapped[int] = mapped_column(BigInteger, primary_key=True, autoincrement=True)
+    product_code: Mapped[str] = mapped_column(String(32), unique=True)
+    product_name: Mapped[str] = mapped_column(String(128))
+    product_type: Mapped[str] = mapped_column(String(32))
+    risk_level: Mapped[str] = mapped_column(String(8))
+    expected_return: Mapped[Decimal | None] = mapped_column(Numeric(7, 4))
+    nav: Mapped[Decimal | None] = mapped_column(Numeric(12, 6))
+    nav_date: Mapped[date | None] = mapped_column(Date)
+    fee_rate: Mapped[Decimal] = mapped_column(Numeric(6, 4), server_default="0.0000")
+    term_days: Mapped[int] = mapped_column(Integer, server_default="0")
+    fund_manager: Mapped[str | None] = mapped_column(String(64))
+    status: Mapped[str] = mapped_column(String(16), server_default="在售")
+    create_time: Mapped[datetime] = mapped_column(DateTime, server_default=func.now())
+    update_time: Mapped[datetime] = mapped_column(
+        DateTime, server_default=func.now(), onupdate=func.now()
+    )

model/fin_risk_assessment.py

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+"""fin_risk_assessment 风险评估记录表 ORM 模型。"""
+from __future__ import annotations
+
+from datetime import date, datetime
+from typing import Any
+
+from sqlalchemy import BigInteger, Date, DateTime, Integer, JSON, String, func
+from sqlalchemy.orm import Mapped, mapped_column
+
+from model.base import Base
+
+
+class FinRiskAssessment(Base):
+    __tablename__ = "fin_risk_assessment"
+    __table_args__ = {"comment": "风险评估记录表（购买前问卷确认客户等级）"}
+
+    id: Mapped[int] = mapped_column(BigInteger, primary_key=True, autoincrement=True)
+    customer_id: Mapped[int] = mapped_column(BigInteger)
+    assessment_date: Mapped[date] = mapped_column(Date)
+    question_version: Mapped[str | None] = mapped_column(String(16))
+    total_score: Mapped[int] = mapped_column(Integer)
+    risk_level: Mapped[str] = mapped_column(String(16))
+    answers: Mapped[list[Any] | None] = mapped_column(JSON)
+    assessor_type: Mapped[str] = mapped_column(String(16), server_default="AI评估")
+    valid_until: Mapped[date] = mapped_column(Date)
+    create_time: Mapped[datetime] = mapped_column(DateTime, server_default=func.now())

model/fund_nav_history.py

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+"""fund_nav_history 基金净值历史表 ORM 模型。"""
+from __future__ import annotations
+
+from datetime import date, datetime
+from decimal import Decimal
+
+from sqlalchemy import BigInteger, Date, DateTime, Numeric, func
+from sqlalchemy.orm import Mapped, mapped_column
+
+from model.base import Base
+
+
+class FundNavHistory(Base):
+    __tablename__ = "fund_nav_history"
+    __table_args__ = {"comment": "基金净值历史（业绩指标/走势图数据源）"}
+
+    id: Mapped[int] = mapped_column(BigInteger, primary_key=True, autoincrement=True)
+    product_id: Mapped[int] = mapped_column(BigInteger)
+    nav_date: Mapped[date] = mapped_column(Date)
+    unit_nav: Mapped[Decimal] = mapped_column(Numeric(12, 6))
+    accumulated_nav: Mapped[Decimal | None] = mapped_column(Numeric(12, 6))
+    daily_growth: Mapped[Decimal | None] = mapped_column(Numeric(8, 4))
+    create_time: Mapped[datetime] = mapped_column(DateTime, server_default=func.now())

model/ops_question.py

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+"""ops_question 问卷题目表 ORM 模型。"""
+from __future__ import annotations
+
+from typing import Any
+
+from sqlalchemy import BigInteger, Integer, JSON, String
+from sqlalchemy.orm import Mapped, mapped_column
+
+from model.base import Base
+
+
+class OpsQuestion(Base):
+    __tablename__ = "ops_question"
+    __table_args__ = {"comment": "问卷题目表（题目/选项/分值可运营配置）"}
+
+    id: Mapped[int] = mapped_column(BigInteger, primary_key=True, autoincrement=True)
+    questionnaire_id: Mapped[int] = mapped_column(BigInteger)
+    question_no: Mapped[int] = mapped_column(Integer)
+    content: Mapped[str] = mapped_column(String(512))
+    option_json: Mapped[list[Any] | None] = mapped_column(JSON)
+    score_json: Mapped[dict[str, Any] | None] = mapped_column(JSON)
+    sort: Mapped[int] = mapped_column(Integer, server_default="0")

model/ops_questionnaire.py

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+"""ops_questionnaire 问卷模板表 ORM 模型。"""
+from __future__ import annotations
+
+from datetime import datetime
+
+from sqlalchemy import BigInteger, DateTime, String, func
+from sqlalchemy.orm import Mapped, mapped_column
+
+from model.base import Base
+
+
+class OpsQuestionnaire(Base):
+    __tablename__ = "ops_questionnaire"
+    __table_args__ = {"comment": "问卷模板表"}
+
+    id: Mapped[int] = mapped_column(BigInteger, primary_key=True, autoincrement=True)
+    name: Mapped[str] = mapped_column(String(64))
+    q_type: Mapped[str] = mapped_column(String(16))
+    version: Mapped[str] = mapped_column(String(16), server_default="v1")
+    status: Mapped[str] = mapped_column(String(16), server_default="启用")
+    create_time: Mapped[datetime] = mapped_column(DateTime, server_default=func.now())
+    update_time: Mapped[datetime] = mapped_column(
+        DateTime, server_default=func.now(), onupdate=func.now()
+    )