up repo md

app/api/v1/app_valuations/app_valuations.py

@@ -203,7 +203,7 @@ async def _perform_valuation_calculation(user_id: int, data: UserValuationCreate
                 },
                 'market_data': list(input_data.get('market_data', {}).keys()),
             },
-            status='pending'
+            status='success'
         )
         result = await valuation_controller.update(valuation_id, update_data)
         logger.info(

app/api/v1/invoice/invoice.py

@@ -106,7 +106,7 @@ async def delete_invoice(id: int = Query(...)):
 @invoice_router.post("/update-status", summary="更新发票状态", response_model=BasicResponse[InvoiceOut], dependencies=[DependAuth, DependPermission])
 async def update_invoice_status(data: UpdateStatus):
     """
-    更新发票状态（pending|invoiced|refunded）
+    更新发票状态（pending|invoiced|rejected|refunded）
     """
     out = await invoice_controller.update_status(data)
     return Success(data=out or {}, msg="更新成功" if out else "未找到")

app/api/v1/valuations/valuations.py

@@ -60,6 +60,33 @@ async def get_valuation_steps(valuation_id: int):
     return Success(data=steps_out, msg="获取计算步骤成功")
 
 
+@valuations_router.get("/{valuation_id}/report", summary="获取估值计算报告（Markdown格式）")
+async def get_valuation_report(valuation_id: int):
+    """
+    根据估值ID生成计算过程的 Markdown 报告
+    
+    返回格式化的 Markdown 文档，包含：
+    - 估值基本信息
+    - 计算结果摘要
+    - 详细计算过程（按公式层级组织）
+    - 每个公式的输入参数、输出结果、状态等信息
+    """
+    try:
+        markdown = await valuation_controller.get_calculation_report_markdown(valuation_id)
+        from fastapi import Response
+        return Response(
+            content=markdown,
+            media_type="text/markdown; charset=utf-8",
+            headers={
+                "Content-Disposition": f'attachment; filename="valuation_report_{valuation_id}.md"'
+            }
+        )
+    except ValueError as e:
+        raise HTTPException(status_code=404, detail=str(e))
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=f"生成报告失败: {str(e)}")
+
+
 @valuations_router.put("/{valuation_id}", summary="更新估值评估", response_model=BasicResponse[ValuationAssessmentOut])
 async def update_valuation(valuation_id: int, data: ValuationAssessmentUpdate):
     """更新估值评估记录"""
@@ -92,8 +119,6 @@ async def get_valuations(
     submitted_end: Optional[str] = Query(None, description="提交时间结束（毫秒或ISO）"),
     audited_start: Optional[str] = Query(None, description="审核时间开始（证书修改时间，毫秒或ISO）"),
     audited_end: Optional[str] = Query(None, description="审核时间结束（证书修改时间，毫秒或ISO）"),
-    create_start: Optional[str] = Query(None, description="创建时间开始（毫秒或ISO）"),
-    create_end: Optional[str] = Query(None, description="创建时间结束（毫秒或ISO）"),
     page: int = Query(1, ge=1, description="页码"),
     size: int = Query(10, ge=1, le=100, description="每页数量")
 ):
@@ -110,8 +135,6 @@ async def get_valuations(
         submitted_end=submitted_end,
         audited_start=audited_start,
         audited_end=audited_end,
-        create_start=create_start,
-        create_end=create_end,
         page=page,
         size=size
     )

app/controllers/user_valuation.py

@@ -22,7 +22,7 @@ class UserValuationController:
         """用户创建估值评估"""
         valuation_data = data.model_dump()
         valuation_data['user_id'] = user_id
-        valuation_data['status'] = status
+        valuation_data['status'] = "success"  # 根据计算结果显示设置状态
         
         # 添加计算结果到数据库
         if calculation_result:

app/controllers/valuation.py

@@ -1,4 +1,5 @@
-from typing import List, Optional
+import json
+from typing import Any, Dict, List, Optional
 from tortoise.expressions import Q
 from tortoise.queryset import QuerySet
 from tortoise.functions import Count
@@ -14,6 +15,7 @@ from app.schemas.valuation import (
     ValuationCalculationStepOut
 )
 from app.models.user import AppUser
+from app.utils.calculation_engine.formula_registry import get_formula_meta
 
 
 class ValuationController:
@@ -41,6 +43,152 @@ class ValuationController:
         )
         return ValuationCalculationStepOut.model_validate(step)
 
+    async def log_formula_step(
+        self,
+        valuation_id: int,
+        formula_code: str,
+        *,
+        status: str = "processing",
+        input_params: Optional[Dict[str, Any]] = None,
+        output_result: Optional[Dict[str, Any]] = None,
+        error_message: Optional[str] = None,
+        step_description: Optional[str] = None,
+        duration_ms: Optional[int] = None,
+    ) -> ValuationCalculationStepOut:
+        """
+        幂等记录（或更新）某个公式节点的计算过程。
+        """
+        meta = get_formula_meta(formula_code)
+        description = step_description or meta.formula
+        create_payload: Dict[str, Any] = {
+            "valuation_id": valuation_id,
+            "formula_code": meta.code,
+            "formula_name": meta.name,
+            "formula_text": meta.formula,
+            "parent_formula_code": meta.parent_code,
+            "group_code": meta.group_code,
+            "step_order": meta.order,
+            "step_name": meta.name,
+            "step_description": description,
+            "status": status,
+        }
+        if input_params is not None:
+            create_payload["input_params"] = input_params
+        if output_result is not None:
+            create_payload["output_result"] = output_result
+        if error_message is not None:
+            create_payload["error_message"] = error_message
+
+        # 准备更新字段
+        update_fields: Dict[str, Any] = {
+            "status": status,
+            "step_description": description,
+            "formula_name": meta.name,
+            "formula_text": meta.formula,
+            "parent_formula_code": meta.parent_code,
+            "group_code": meta.group_code,
+            "step_order": meta.order,
+            "step_name": meta.name,
+        }
+        if input_params is not None:
+            update_fields["input_params"] = input_params
+        if output_result is not None:
+            update_fields["output_result"] = output_result
+        if error_message is not None:
+            update_fields["error_message"] = error_message
+        if duration_ms is not None:
+            result = update_fields.get("output_result") or {}
+            if not isinstance(result, dict):
+                result = {}
+            result["duration_ms"] = duration_ms
+            update_fields["output_result"] = result
+
+        # 先尝试查询是否存在（明确排除 formula_code 为 NULL 的情况）
+        step = await self.step_model.filter(
+            valuation_id=valuation_id,
+            formula_code=meta.code
+        ).first()
+        
+        # 如果没找到，再检查是否有 formula_code 为 NULL 的旧记录（不应该有，但为了安全）
+        if not step and meta.code:
+            # 检查是否有重复的旧记录（formula_code 为 NULL）
+            old_steps = await self.step_model.filter(
+                valuation_id=valuation_id,
+                formula_code__isnull=True
+            ).all()
+            if old_steps:
+                logger.warning(
+                    "calcstep.log_formula found old records with NULL formula_code: valuation_id={} count={}",
+                    valuation_id,
+                    len(old_steps),
+                )
+        
+        logger.info(
+            "calcstep.log_formula query: valuation_id={} formula_code={} found={}",
+            valuation_id,
+            meta.code,
+            step is not None,
+        )
+        
+        if step:
+            # 更新现有记录
+            await step.update_from_dict(update_fields).save()
+            logger.info(
+                "calcstep.log_formula updated valuation_id={} formula_code={}",
+                valuation_id,
+                meta.code,
+            )
+        else:
+            # 尝试创建新记录
+            if duration_ms is not None:
+                result = create_payload.setdefault("output_result", {}) or {}
+                if not isinstance(result, dict):
+                    result = {}
+                result["duration_ms"] = duration_ms
+                create_payload["output_result"] = result
+            
+            try:
+                step = await self.step_model.create(**create_payload)
+                logger.info(
+                    "calcstep.log_formula created valuation_id={} formula_code={}",
+                    valuation_id,
+                    meta.code,
+                )
+            except Exception as e:
+                # 如果因为唯一约束冲突而失败（可能是并发插入），重新查询并更新
+                error_str = str(e).lower()
+                if "duplicate" in error_str or "unique" in error_str or "1062" in error_str:
+                    logger.warning(
+                        "calcstep.log_formula duplicate key detected, retrying query: {}",
+                        str(e),
+                    )
+                    # 重新查询（可能已被其他请求插入）
+                    step = await self.step_model.filter(
+                        valuation_id=valuation_id,
+                        formula_code=meta.code
+                    ).first()
+                    if step:
+                        # 更新刚插入的记录
+                        await step.update_from_dict(update_fields).save()
+                        logger.info(
+                            "calcstep.log_formula updated after duplicate key: valuation_id={} formula_code={}",
+                            valuation_id,
+                            meta.code,
+                        )
+                    else:
+                        # 如果还是找不到，记录错误但继续
+                        logger.error(
+                            "calcstep.log_formula failed to find record after duplicate key error: valuation_id={} formula_code={}",
+                            valuation_id,
+                            meta.code,
+                        )
+                        raise
+                else:
+                    # 其他错误直接抛出
+                    raise
+
+        return ValuationCalculationStepOut.model_validate(step)
+
     async def update_calculation_step(self, step_id: int, update: dict) -> ValuationCalculationStepOut:
         step = await self.step_model.filter(id=step_id).first()
         if not step:
@@ -71,6 +219,247 @@ class ValuationController:
         logger.info("calcstep.list valuation_id={} count={}", valuation_id, len(steps))
         return [ValuationCalculationStepOut.model_validate(step) for step in steps]
     
+    async def get_calculation_report_markdown(self, valuation_id: int) -> str:
+        """
+        根据估值ID生成计算过程的 Markdown 报告。
+
+        此方法会查询所有相关的计算步骤，按照公式的层级关系组织，
+        并生成格式化的 Markdown 文档，包含：
+        - 公式名称和说明
+        - 输入参数
+        - 输出结果
+        - 计算状态
+        - 错误信息（如果有）
+
+        Args:
+            valuation_id (int): 估值的唯一标识符。
+
+        Returns:
+            str: Markdown 格式的计算报告。
+
+        Raises:
+            ValueError: 如果找不到对应的估值记录。
+        """
+        # 验证估值记录是否存在
+        valuation = await self.model.filter(id=valuation_id, is_active=True).first()
+        if not valuation:
+            raise ValueError(f"估值记录不存在: {valuation_id}")
+        
+        # 获取所有计算步骤
+        steps = await self.step_model.filter(valuation_id=valuation_id).order_by('step_order')
+        if not steps:
+            return f"# 估值计算报告\n\n**估值ID**: {valuation_id}\n\n**资产名称**: {valuation.asset_name}\n\n> 暂无计算步骤记录。\n"
+        
+        # 转换为字典列表，便于处理
+        steps_data = []
+        for step in steps:
+            step_dict = ValuationCalculationStepOut.model_validate(step).model_dump()
+            steps_data.append(step_dict)
+        
+        # 构建公式树形结构
+        formula_tree = self._build_formula_tree(steps_data)
+        
+        # 生成 Markdown
+        markdown = self._generate_markdown(valuation, formula_tree)
+        
+        logger.info("calcstep.report_markdown generated valuation_id={} steps_count={}", valuation_id, len(steps_data))
+        return markdown
+    
+    def _build_formula_tree(self, steps: List[Dict]) -> Dict:
+        """
+        构建公式的树形结构。
+
+        Args:
+            steps: 计算步骤列表。
+
+        Returns:
+            Dict: 树形结构的字典，key 为 formula_code，value 为步骤数据和子节点。
+        """
+        # 按 formula_code 索引
+        step_map = {}
+        for step in steps:
+            code = step.get('formula_code')
+            if code:
+                step_map[code] = step
+        
+        # 构建树形结构
+        tree = {}
+        processed = set()
+        
+        # 第一遍：创建所有节点
+        for step in steps:
+            code = step.get('formula_code')
+            if not code or code in processed:
+                continue
+            
+            node = {
+                'step': step,
+                'children': []
+            }
+            tree[code] = node
+            processed.add(code)
+        
+        # 第二遍：建立父子关系
+        root_nodes = []
+        for step in steps:
+            code = step.get('formula_code')
+            if not code:
+                continue
+            
+            parent_code = step.get('parent_formula_code')
+            node = tree[code]
+            
+            if parent_code and parent_code in tree:
+                # 有父节点，添加到父节点的 children
+                tree[parent_code]['children'].append(node)
+            else:
+                # 根节点
+                root_nodes.append(node)
+        
+        # 按 step_order 排序
+        def sort_nodes(nodes):
+            nodes.sort(key=lambda n: float(n['step'].get('step_order', 0)))
+            for node in nodes:
+                if node['children']:
+                    sort_nodes(node['children'])
+        
+        sort_nodes(root_nodes)
+        
+        return {'roots': root_nodes, 'all': tree}
+    
+    def _generate_markdown(self, valuation, formula_tree: Dict) -> str:
+        """
+        生成 Markdown 格式的报告。
+
+        Args:
+            valuation: 估值评估对象。
+            formula_tree: 公式树形结构。
+
+        Returns:
+            str: Markdown 格式的字符串。
+        """
+        lines = []
+        
+        # 标题和基本信息
+        lines.append("# 估值计算报告")
+        lines.append("")
+        lines.append("## 基本信息")
+        lines.append("")
+        lines.append("| 字段 | 值 |")
+        lines.append("|------|----|")
+        lines.append(f"| 估值ID | {valuation.id} |")
+        lines.append(f"| 资产名称 | {valuation.asset_name} |")
+        lines.append(f"| 所属机构 | {valuation.institution} |")
+        lines.append(f"| 所属行业 | {valuation.industry} |")
+        heritage_value = valuation.heritage_level if valuation.heritage_level else "-"
+        lines.append(f"| 非遗等级 | {heritage_value} |")
+        created_at_str = valuation.created_at.strftime("%Y-%m-%d %H:%M:%S") if valuation.created_at else "N/A"
+        lines.append(f"| 创建时间 | {created_at_str} |")
+        lines.append("")
+        
+        # 计算结果摘要
+        if valuation.final_value_ab is not None:
+            lines.append("## 计算结果摘要")
+            lines.append("")
+            lines.append("| 项目 | 数值（万元） |")
+            lines.append("|------|-------------|")
+            if valuation.model_value_b is not None:
+                lines.append(f"| 模型估值B | {valuation.model_value_b:.2f} |")
+            if valuation.market_value_c is not None:
+                lines.append(f"| 市场估值C | {valuation.market_value_c:.2f} |")
+            lines.append(f"| **最终估值AB** | **{valuation.final_value_ab:.2f}** |")
+            if valuation.dynamic_pledge_rate is not None:
+                lines.append(f"| 动态质押率 | {valuation.dynamic_pledge_rate:.4f} |")
+            lines.append("")
+        
+        # 详细计算过程
+        lines.append("## 详细计算过程")
+        lines.append("")
+        
+        def _format_json_block(value: Any, indent_prefix: str = "") -> List[str]:
+            """格式化 JSON 代码块"""
+            json_text = json.dumps(value, ensure_ascii=False, indent=2)
+            block_lines = [f"{indent_prefix}```json"]
+            for line in json_text.splitlines():
+                block_lines.append(f"{indent_prefix}{line}")
+            block_lines.append(f"{indent_prefix}```")
+            return block_lines
+
+        # 递归生成公式树
+        heading_levels = ["####", "#####", "######", "######", "######"]
+
+        def render_node(node: Dict, level: int = 0, prefix: str = ""):
+            step = node['step']
+            heading = heading_levels[min(level, len(heading_levels) - 1)]
+            name = step.get('formula_name', step.get('step_name', '未知'))
+            formula_text = step.get('formula_text', step.get('step_description', ''))
+            status = step.get('status', 'unknown')
+            input_params = step.get('input_params')
+            output_result = step.get('output_result')
+            error_message = step.get('error_message')
+            duration_ms = None
+            if output_result and isinstance(output_result, dict):
+                duration_ms = output_result.get('duration_ms')
+            lines.append(f"{heading} {prefix}{name}")
+            lines.append("")
+            
+            # 公式说明
+            if formula_text:
+                if level == 0:
+                    lines.append(f"> {formula_text}")
+                    lines.append("")
+                else:
+                    lines.append("计算公式：")
+                    lines.append(f"`{formula_text}`")
+                    lines.append("")
+            
+            # 状态和耗时
+            status_label = {
+                'processing': '计算中',
+                'completed': '已完成',
+                'failed': '计算失败'
+            }.get(status, status)
+            lines.append(f"**状态**: {status_label}")
+            if duration_ms is not None:
+                lines.append(f"**耗时**: {duration_ms}ms")
+            lines.append("")
+            
+            # 输入参数
+            if input_params:
+                lines.append("**输入参数**:")
+                lines.extend(_format_json_block(input_params, ""))
+                lines.append("")
+            
+            # 输出结果
+            if output_result:
+                # 移除 duration_ms，因为已经在状态中显示了
+                result_display = {k: v for k, v in output_result.items() if k != 'duration_ms'}
+                if result_display:
+                    lines.append("**输出结果**:")
+                    lines.extend(_format_json_block(result_display, ""))
+                    lines.append("")
+            
+            # 错误信息
+            if error_message:
+                lines.append(f"> ⚠️ **错误**: {error_message}")
+                lines.append("")
+            
+            # 子节点
+            children = node.get('children', [])
+            if children:
+                for idx, child in enumerate(children, start=1):
+                    lines.append("")
+                    child_prefix = f"{prefix}{idx}."
+                    render_node(child, level + 1, child_prefix)
+            lines.append("")
+        
+        # 渲染所有根节点
+        for idx, root in enumerate(formula_tree['roots'], start=1):
+            prefix = f"{idx}."
+            render_node(root, 0, prefix)
+
+        return "\n".join(lines)
+    
     async def create(self, data: ValuationAssessmentCreate, user_id: int) -> ValuationAssessmentOut:
         """创建估值评估"""
         # 将用户ID添加到数据中
@@ -159,17 +548,9 @@ class ValuationController:
         if query.is_active is not None:
             queryset = queryset.filter(is_active=query.is_active)
         
-        # 添加状态筛选（支持 completed 聚合以及旧值兼容）
+        # 添加状态筛选
         if hasattr(query, 'status') and query.status:
-            s = query.status
-            if s == 'completed':
-                queryset = queryset.filter(status__in=['success'])
-            elif s == 'approved':
-                queryset = queryset.filter(status='success')
-            elif s == 'rejected':
-                queryset = queryset.filter(status='fail')
-            else:
-                queryset = queryset.filter(status=s)
+            queryset = queryset.filter(status=query.status)
 
         if getattr(query, 'phone', None):
             queryset = queryset.filter(user__phone__icontains=query.phone)
@@ -188,8 +569,8 @@ class ValuationController:
                 except Exception:
                     return None
 
-        s_dt = _parse_time(getattr(query, 'submitted_start', None) or getattr(query, 'create_start', None))
-        e_dt = _parse_time(getattr(query, 'submitted_end', None) or getattr(query, 'create_end', None))
+        s_dt = _parse_time(getattr(query, 'submitted_start', None))
+        e_dt = _parse_time(getattr(query, 'submitted_end', None))
         if s_dt:
             queryset = queryset.filter(created_at__gte=s_dt)
         if e_dt:

app/core/init_app.py

@@ -284,7 +284,90 @@ async def init_apis():
         await api_controller.refresh_api()
 
 
+async def _ensure_unique_index():
+    """确保 valuation_calculation_steps 表的唯一索引存在"""
+    try:
+        conn_alias = settings.TORTOISE_ORM["apps"]["models"]["default_connection"]
+        from tortoise import connections
+        conn = connections.get(conn_alias)
+        
+        # 检查表是否存在
+        result = await conn.execute_query(
+            "SHOW TABLES LIKE 'valuation_calculation_steps'"
+        )
+        if not result or len(result[1]) == 0:
+            logger.info("Table valuation_calculation_steps does not exist, skipping index check")
+            return
+        
+        # 检查唯一索引是否存在
+        # 查找包含 valuation_id 和 formula_code 的唯一索引
+        index_result = await conn.execute_query(
+            "SHOW INDEX FROM `valuation_calculation_steps` WHERE Non_unique = 0 AND Column_name IN ('valuation_id', 'formula_code')"
+        )
+        
+        # 查找是否存在 (valuation_id, formula_code) 的唯一索引
+        # 对于复合索引，SHOW INDEX 会返回多行，每行对应一个列
+        # 需要检查是否有同一个 Key_name 包含两个列
+        has_unique_index = False
+        if index_result and len(index_result) > 1:
+            # 按 Key_name 分组
+            index_groups = {}
+            for row in index_result[1]:
+                if len(row) >= 5:
+                    key_name = row[2] if len(row) > 2 else ""
+                    non_unique = row[1] if len(row) > 1 else 1
+                    column_name = row[4] if len(row) > 4 else ""
+                    seq_in_index = row[3] if len(row) > 3 else 0
+                    if non_unique == 0 and column_name in ('valuation_id', 'formula_code'):
+                        if key_name not in index_groups:
+                            index_groups[key_name] = []
+                        index_groups[key_name].append(column_name)
+            
+            # 检查是否有索引包含两个列
+            for key_name, columns in index_groups.items():
+                if 'valuation_id' in columns and 'formula_code' in columns:
+                    has_unique_index = True
+                    logger.debug(f"Found unique index: {key_name} on (valuation_id, formula_code)")
+                    break
+        
+        if not has_unique_index:
+            logger.warning("Unique index on (valuation_id, formula_code) not found, attempting to create...")
+            try:
+                # 先删除可能存在的重复记录
+                await conn.execute_query("""
+                    DELETE t1 FROM `valuation_calculation_steps` t1
+                    INNER JOIN `valuation_calculation_steps` t2 
+                    WHERE t1.id > t2.id 
+                      AND t1.valuation_id = t2.valuation_id 
+                      AND t1.formula_code = t2.formula_code
+                      AND t1.formula_code IS NOT NULL
+                """)
+                logger.info("Cleaned up duplicate records")
+                
+                # 创建唯一索引
+                await conn.execute_query("""
+                    CREATE UNIQUE INDEX `uidx_valuation_formula` 
+                    ON `valuation_calculation_steps` (`valuation_id`, `formula_code`)
+                """)
+                logger.info("Created unique index on (valuation_id, formula_code)")
+            except Exception as idx_err:
+                error_str = str(idx_err).lower()
+                if "duplicate key name" in error_str or "already exists" in error_str:
+                    logger.info("Unique index already exists (different name)")
+                else:
+                    logger.warning(f"Failed to create unique index: {idx_err}")
+        else:
+            logger.debug("Unique index on (valuation_id, formula_code) already exists")
+    except Exception as e:
+        logger.warning(f"Failed to ensure unique index: {e}")
+
+
 async def init_db():
+    import os
+    from pathlib import Path
+    from tortoise import Tortoise
+    from tortoise.exceptions import OperationalError
+    
     command = Command(tortoise_config=settings.TORTOISE_ORM)
     try:
         await command.init_db(safe=True)
@@ -292,14 +375,84 @@ async def init_db():
         pass
 
     await command.init()
+    
+    # 检查并清理可能冲突的迁移文件（避免交互式提示）
+    # Aerich 在检测到迁移文件已存在时会交互式提示，我们提前删除冲突文件
+    migrations_dir = Path("migrations/models")
+    if migrations_dir.exists():
+        # 查找包含 "update" 的迁移文件（通常是自动生成的冲突文件）
+        for migration_file in migrations_dir.glob("*update*.py"):
+            if migration_file.name != "__init__.py":
+                logger.info(f"Removing conflicting migration file: {migration_file.name}")
+                migration_file.unlink()
+    
+    # 尝试执行 migrate
     try:
         await command.migrate()
     except AttributeError:
         logger.warning("unable to retrieve model history from database, model history will be created from scratch")
         shutil.rmtree("migrations")
         await command.init_db(safe=True)
+    except Exception as e:
+        # 如果 migrate 失败，记录警告但继续执行 upgrade
+        logger.warning(f"Migrate failed: {e}, continuing with upgrade...")
 
-    await command.upgrade(run_in_transaction=True)
+    # 在 upgrade 之前，先检查表是否存在，如果不存在则先创建表
+    try:
+        await command.upgrade(run_in_transaction=True)
+        # upgrade 成功后，验证并修复唯一索引
+        await _ensure_unique_index()
+    except (OperationalError, Exception) as e:
+        error_msg = str(e)
+        # 如果是因为表不存在而失败，先让 Tortoise 生成表结构
+        if "doesn't exist" in error_msg.lower() or ("table" in error_msg.lower() and "valuation_calculation_steps" in error_msg):
+            logger.warning(f"Table not found during upgrade: {error_msg}, generating schemas first...")
+            # 确保 Tortoise 已初始化（Aerich 的 init 应该已经初始化了，但为了安全再检查）
+            try:
+                # 生成表结构（safe=True 表示如果表已存在则跳过）
+                await Tortoise.generate_schemas(safe=True)
+                logger.info("Tables generated successfully, retrying upgrade...")
+                # 重新尝试 upgrade（这次应该会成功，因为表已经存在）
+                try:
+                    await command.upgrade(run_in_transaction=True)
+                except Exception as upgrade_err:
+                    # 如果 upgrade 仍然失败，可能是迁移文件的问题，记录警告但继续
+                    logger.warning(f"Upgrade still failed after generating schemas: {upgrade_err}, continuing anyway...")
+            except Exception as gen_err:
+                logger.error(f"Failed to generate schemas: {gen_err}")
+                raise
+        # 如果是重复字段错误，说明迁移已经执行过，直接跳过并确保索引
+        elif "duplicate column name" in error_msg.lower():
+            logger.warning(f"Duplicate column detected during upgrade: {error_msg}, skipping migration step and ensuring schema integrity...")
+            await _ensure_unique_index()
+        # 如果是重复索引错误，删除表并重新创建（最简单可靠的方法）
+        elif "duplicate key" in error_msg.lower() or "duplicate key name" in error_msg.lower():
+            logger.warning(f"Duplicate index detected: {error_msg}, dropping and recreating table...")
+            try:
+                # Aerich 的 command.init() 已经初始化了 Tortoise，直接使用连接
+                # 连接别名是 "mysql"（从配置中读取）
+                conn_alias = settings.TORTOISE_ORM["apps"]["models"]["default_connection"]
+                from tortoise import connections
+                # 尝试获取连接，如果失败则重新初始化
+                try:
+                    conn = connections.get(conn_alias)
+                except Exception:
+                    # 如果连接不存在，重新初始化 Tortoise
+                    await Tortoise.init(config=settings.TORTOISE_ORM)
+                    conn = connections.get(conn_alias)
+                
+                # 删除表
+                await conn.execute_query("DROP TABLE IF EXISTS `valuation_calculation_steps`")
+                logger.info("Dropped valuation_calculation_steps table")
+                # 重新生成表结构（包含正确的唯一索引）
+                # 使用 safe=True 避免尝试创建已存在的其他表（如 user_role），只创建不存在的表
+                await Tortoise.generate_schemas(safe=True)
+                logger.info("Table regenerated successfully with correct unique index")
+            except Exception as recreate_err:
+                logger.error(f"Failed to recreate table: {recreate_err}")
+                raise
+        else:
+            raise
 
 
 async def init_roles():

app/core/middlewares.py

@@ -149,7 +149,8 @@ class HttpAuditLogMiddleware(BaseHTTPMiddleware):
             try:
                 return json.loads(stripped)
             except (ValueError, TypeError):
-                return stripped
+                # 将非 JSON 字符串包装为字典，以便 JSONField 能够正确存储
+                return {"text": stripped}
 
         if isinstance(value, (dict, list, int, float, bool)):
             return value

app/models/invoice.py

@@ -30,7 +30,7 @@ class Invoice(BaseModel, TimestampMixin):
     register_phone = fields.CharField(max_length=32, description="注册电话")
     bank_name = fields.CharField(max_length=128, description="开户银行")
     bank_account = fields.CharField(max_length=64, description="银行账号")
-    status = fields.CharField(max_length=16, description="状态: pending|invoiced|refunded", index=True, default="pending")
+    status = fields.CharField(max_length=16, description="状态: pending|invoiced|rejected|refunded", index=True, default="pending")
     app_user_id = fields.IntField(null=True, description="App用户ID", index=True)
     header = fields.ForeignKeyField("models.InvoiceHeader", related_name="invoices", null=True, description="抬头关联")
     wechat = fields.CharField(max_length=64, null=True, description="微信号", index=True)

app/models/valuation.py

@@ -82,7 +82,7 @@ class ValuationAssessment(Model):
     
     # 系统字段
     user = fields.ForeignKeyField("models.AppUser", related_name="valuations", description="提交用户")
-    status = fields.CharField(max_length=20, default="pending", description="评估状态: pending(待审核), approved(已完成)")
+    status = fields.CharField(max_length=20, default="success", description="评估状态: pending(待审核), success(已通过), fail(已拒绝)")
     admin_notes = fields.TextField(null=True, description="管理员备注")
     created_at = fields.DatetimeField(auto_now_add=True, description="创建时间")
     updated_at = fields.DatetimeField(auto_now=True, description="更新时间")
@@ -101,19 +101,28 @@ class ValuationCalculationStep(Model):
     """估值计算步骤模型"""
     id = fields.IntField(pk=True, description="主键ID")
     valuation = fields.ForeignKeyField("models.ValuationAssessment", related_name="calculation_steps", description="关联的估值评估")
+    formula_code = fields.CharField(max_length=64, null=True, description="公式编码")
+    formula_name = fields.CharField(max_length=255, null=True, description="公式名称")
+    formula_text = fields.TextField(null=True, description="公式说明")
+    parent_formula_code = fields.CharField(max_length=64, null=True, description="父级公式编码")
+    group_code = fields.CharField(max_length=64, null=True, description="分组编码")
     step_order = fields.DecimalField(max_digits=8, decimal_places=3, description="步骤顺序")
     step_name = fields.CharField(max_length=255, description="步骤名称")
     step_description = fields.TextField(null=True, description="步骤描述")
     input_params = fields.JSONField(null=True, description="输入参数")
     output_result = fields.JSONField(null=True, description="输出结果")
-    status = fields.CharField(max_length=20, default="SUCCESS", description="步骤状态: SUCCESS, FAILED")
+    status = fields.CharField(max_length=20, default="processing", description="步骤状态: processing, completed, failed")
     error_message = fields.TextField(null=True, description="错误信息")
     created_at = fields.DatetimeField(auto_now_add=True, description="创建时间")
+    updated_at = fields.DatetimeField(auto_now=True, description="更新时间")
 
     class Meta:
         table = "valuation_calculation_steps"
         table_description = "估值计算步骤表"
         ordering = ["step_order"]
+        # 唯一索引：同一估值ID下，同一公式编码只能有一条记录
+        # 注意：formula_code 允许为 NULL，但新逻辑中 formula_code 总是有值
+        unique_together = [("valuation", "formula_code")]
 
     def __str__(self):
         return f"估值ID {self.valuation_id} - 步骤 {self.step_order}: {self.step_name}"

app/schemas/invoice.py

@@ -97,7 +97,7 @@ class InvoiceList(BaseModel):
 
 class UpdateStatus(BaseModel):
     id: int
-    status: str = Field(..., pattern=r"^(pending|invoiced|refunded)$")
+    status: str = Field(..., pattern=r"^(pending|invoiced|rejected|refunded)$")
 
 
 class UpdateType(BaseModel):

app/schemas/valuation.py

@@ -325,13 +325,11 @@ class ValuationAssessmentQuery(BaseModel):
     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), completed(已完成)")
+    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")
     phone: Optional[str] = Field(None, description="手机号模糊查询")
     submitted_start: Optional[str] = Field(None, description="提交时间开始（毫秒时间戳或ISO字符串）")
     submitted_end: Optional[str] = Field(None, description="提交时间结束（毫秒时间戳或ISO字符串）")
-    create_start: Optional[str] = Field(None, description="创建时间开始（毫秒时间戳或ISO字符串）")
-    create_end: Optional[str] = Field(None, description="创建时间结束（毫秒时间戳或ISO字符串）")
     audited_start: Optional[str] = Field(None, description="审核时间开始（证书修改时间，毫秒时间戳或ISO字符串）")
     audited_end: Optional[str] = Field(None, description="审核时间结束（证书修改时间，毫秒时间戳或ISO字符串）")
     page: int = Field(1, ge=1, description="页码")
@@ -356,8 +354,13 @@ class ValuationCalculationStepBase(BaseModel):
     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")
+    status: str = Field(..., description="步骤状态: processing/completed/failed")
     error_message: Optional[str] = Field(None, description="错误信息")
+    formula_code: Optional[str] = Field(None, description="公式编码")
+    formula_name: Optional[str] = Field(None, description="公式名称")
+    formula_text: Optional[str] = Field(None, description="公式说明")
+    parent_formula_code: Optional[str] = Field(None, description="父级公式编码")
+    group_code: Optional[str] = Field(None, description="分组编码")
 
     @field_validator('step_order', mode='before')
     @classmethod
@@ -382,6 +385,7 @@ class ValuationCalculationStepOut(ValuationCalculationStepBase):
     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")
+    updated_at: datetime = Field(..., description="更新时间")
 
     class Config:
         from_attributes = True

app/utils/calculation_engine/__init__.py

@@ -1,53 +1,53 @@
-'''
-这是非物质文化遗产IP知识产权评估系统的核心计算引擎包。
-'''
-from app.utils.calculation_engine.economic_value_b1 import EconomicValueB1Calculator
-from app.utils.calculation_engine.economic_value_b1.sub_formulas import (
-    BasicValueB11Calculator,
-    TrafficFactorB12Calculator,
-    PolicyMultiplierB13Calculator
-)
-from app.utils.calculation_engine.cultural_value_b2 import CulturalValueB2Calculator
-from app.utils.calculation_engine.cultural_value_b2.sub_formulas import (
-    LivingHeritageB21Calculator,
-    PatternGeneB22Calculator
-)
-from app.utils.calculation_engine.risk_adjustment_b3 import RiskAdjustmentB3Calculator
-from app.utils.calculation_engine.market_value_c import MarketValueCCalculator
-from app.utils.calculation_engine.market_value_c.sub_formulas import (
-    MarketBiddingC1Calculator,
-    HeatCoefficientC2Calculator,
-    ScarcityMultiplierC3Calculator,
-    TemporalDecayC4Calculator
-)
-from app.utils.calculation_engine.final_value_ab import FinalValueACalculator
+"""
+非遗资产估值计算引擎包。
+提供各类计算器，并通过懒加载避免循环依赖。
+"""
+from importlib import import_module
+from typing import Any
 
 __version__ = "1.0.0"
 __author__ = "Assessment Team"
 
 __all__ = [
-    # 经济价值B1模块
     "EconomicValueB1Calculator",
     "BasicValueB11Calculator",
     "TrafficFactorB12Calculator",
     "PolicyMultiplierB13Calculator",
-
-    # 文化价值B2模块
     "CulturalValueB2Calculator",
     "LivingHeritageB21Calculator",
     "PatternGeneB22Calculator",
-
-    # 风险调整系数B3模块
     "RiskAdjustmentB3Calculator",
-
-    # 市场估值C模块
     "MarketValueCCalculator",
     "MarketBiddingC1Calculator",
     "HeatCoefficientC2Calculator",
     "ScarcityMultiplierC3Calculator",
     "TemporalDecayC4Calculator",
-
-
-    # 最终估值A模块
-    "FinalValueACalculator"
+    "FinalValueACalculator",
 ]
+
+_EXPORT_MAP = {
+    "EconomicValueB1Calculator": "app.utils.calculation_engine.economic_value_b1",
+    "BasicValueB11Calculator": "app.utils.calculation_engine.economic_value_b1.sub_formulas.basic_value_b11",
+    "TrafficFactorB12Calculator": "app.utils.calculation_engine.economic_value_b1.sub_formulas.traffic_factor_b12",
+    "PolicyMultiplierB13Calculator": "app.utils.calculation_engine.economic_value_b1.sub_formulas.policy_multiplier_b13",
+    "CulturalValueB2Calculator": "app.utils.calculation_engine.cultural_value_b2.cultural_value_b2",
+    "LivingHeritageB21Calculator": "app.utils.calculation_engine.cultural_value_b2.sub_formulas.living_heritage_b21",
+    "PatternGeneB22Calculator": "app.utils.calculation_engine.cultural_value_b2.sub_formulas.pattern_gene_b22",
+    "RiskAdjustmentB3Calculator": "app.utils.calculation_engine.risk_adjustment_b3.sub_formulas.risk_adjustment_b3",
+    "MarketValueCCalculator": "app.utils.calculation_engine.market_value_c.market_value_c",
+    "MarketBiddingC1Calculator": "app.utils.calculation_engine.market_value_c.sub_formulas.market_bidding_c1",
+    "HeatCoefficientC2Calculator": "app.utils.calculation_engine.market_value_c.sub_formulas.heat_coefficient_c2",
+    "ScarcityMultiplierC3Calculator": "app.utils.calculation_engine.market_value_c.sub_formulas.scarcity_multiplier_c3",
+    "TemporalDecayC4Calculator": "app.utils.calculation_engine.market_value_c.sub_formulas.temporal_decay_c4",
+    "FinalValueACalculator": "app.utils.calculation_engine.final_value_ab.final_value_a",
+}
+
+
+def __getattr__(name: str) -> Any:
+    module_path = _EXPORT_MAP.get(name)
+    if not module_path:
+        raise AttributeError(f"module {__name__} has no attribute {name}")
+    module = import_module(module_path)
+    attr = getattr(module, name)
+    globals()[name] = attr
+    return attr

app/utils/calculation_engine/cultural_value_b2/cultural_value_b2.py

@@ -18,13 +18,12 @@ try:
     from .sub_formulas.living_heritage_b21 import LivingHeritageB21Calculator
     from .sub_formulas.pattern_gene_b22 import PatternGeneB22Calculator
     from app.controllers.valuation import ValuationController
-    from app.schemas.valuation import ValuationCalculationStepCreate
 except ImportError:
     # 绝对导入（当直接运行时）
     from sub_formulas.living_heritage_b21 import LivingHeritageB21Calculator
     from sub_formulas.pattern_gene_b22 import PatternGeneB22Calculator
     from app.controllers.valuation import ValuationController
-    from app.schemas.valuation import ValuationCalculationStepCreate
+    from app.controllers.valuation import ValuationController
 
 
 class CulturalValueB2Calculator:
@@ -54,7 +53,7 @@ class CulturalValueB2Calculator:
         
         return cultural_value
     
-    async def calculate_complete_cultural_value_b2(self, valuation_id: int, input_data: Dict) -> float:
+    async def calculate_complete_cultural_value_b2(self, valuation_id: int, input_data: Dict) -> Dict[str, float]:
         """
         计算完整的文化价值B2，并记录所有计算步骤。
 
@@ -73,38 +72,59 @@ class CulturalValueB2Calculator:
                 }
 
         Returns:
-            float: 计算得出的文化价值B2。
+            Dict[str, float]: 包含文化价值B2及子公式结果的字典。
 
         Raises:
             Exception: 在计算过程中遇到的任何异常都会被捕获、记录，并重新抛出。
         """
-        step = await self.valuation_controller.create_calculation_step(
-            ValuationCalculationStepCreate(
-                valuation_id=valuation_id,
-                step_order=2.2,
-                step_name="文化价值B2计算",
-                step_description="开始计算文化价值B2，公式为：活态传承系数B21 × 0.6 + (纹样基因值B22 / 10) × 0.4",
-                input_params=input_data,
-                status="in_progress"
-            )
+        await self.valuation_controller.log_formula_step(
+            valuation_id,
+            "MODEL_B_CULTURAL_B2",
+            status="processing",
+            input_params=input_data,
         )
         try:
             # 计算活态传承系数B21
+            teaching_frequency = self.living_heritage_calculator.calculate_teaching_frequency(
+                input_data["offline_sessions"],
+                input_data["douyin_views"],
+                input_data["kuaishou_views"],
+                input_data["bilibili_views"]
+            )
+            await self.valuation_controller.log_formula_step(
+                valuation_id,
+                "MODEL_B_CULTURAL_B21_TEACHING_FREQ",
+                status="completed",
+                input_params={
+                    "offline_sessions": input_data.get("offline_sessions"),
+                    "douyin_views": input_data.get("douyin_views"),
+                    "kuaishou_views": input_data.get("kuaishou_views"),
+                    "bilibili_views": input_data.get("bilibili_views"),
+                },
+                output_result={"teaching_frequency": teaching_frequency},
+            )
+
             living_heritage_b21 = self.living_heritage_calculator.calculate_living_heritage_b21(
                 input_data['inheritor_level_coefficient'],
-                self.living_heritage_calculator.calculate_teaching_frequency(
-                    input_data["offline_sessions"],
-                    input_data["douyin_views"],
-                    input_data["kuaishou_views"],
-                    input_data["bilibili_views"]
-                ),
+                teaching_frequency,
                 input_data['cross_border_depth']
             )
-            await self.valuation_controller.create_calculation_step(
-                ValuationCalculationStepCreate(
-                    valuation_id=valuation_id, step_order=2.21, step_name="活态传承系数B21",
-                    output_result={'living_heritage_b21': living_heritage_b21}, status="completed"
-                )
+            await self.valuation_controller.log_formula_step(
+                valuation_id,
+                "MODEL_B_CULTURAL_B21",
+                status="completed",
+                input_params={
+                    "inheritor_level_coefficient": input_data.get("inheritor_level_coefficient"),
+                    "offline_sessions": input_data.get("offline_sessions"),
+                    "douyin_views": input_data.get("douyin_views"),
+                    "kuaishou_views": input_data.get("kuaishou_views"),
+                    "bilibili_views": input_data.get("bilibili_views"),
+                    "cross_border_depth": input_data.get("cross_border_depth"),
+                },
+                output_result={
+                    "living_heritage_b21": living_heritage_b21,
+                    "teaching_frequency": teaching_frequency,
+                },
             )
             
             # 计算纹样基因值B22
@@ -113,11 +133,16 @@ class CulturalValueB2Calculator:
                 input_data['normalized_entropy'],
                 input_data['historical_inheritance']
             )
-            await self.valuation_controller.create_calculation_step(
-                ValuationCalculationStepCreate(
-                    valuation_id=valuation_id, step_order=2.22, step_name="纹样基因值B22",
-                    output_result={'pattern_gene_b22': pattern_gene_b22}, status="completed"
-                )
+            await self.valuation_controller.log_formula_step(
+                valuation_id,
+                "MODEL_B_CULTURAL_B22",
+                status="completed",
+                input_params={
+                    "structure_complexity": input_data.get("structure_complexity"),
+                    "normalized_entropy": input_data.get("normalized_entropy"),
+                    "historical_inheritance": input_data.get("historical_inheritance"),
+                },
+                output_result={"pattern_gene_b22": pattern_gene_b22},
             )
             
             # 计算文化价值B2
@@ -126,14 +151,24 @@ class CulturalValueB2Calculator:
                 pattern_gene_b22
             )
             
-            await self.valuation_controller.update_calculation_step(
-                step.id, {"status": "completed", "output_result": {"cultural_value_b2": cultural_value_b2}}
+            result = {
+                "cultural_value_b2": cultural_value_b2,
+                "living_heritage_b21": living_heritage_b21,
+                "pattern_gene_b22": pattern_gene_b22,
+            }
+            await self.valuation_controller.log_formula_step(
+                valuation_id,
+                "MODEL_B_CULTURAL_B2",
+                status="completed",
+                output_result=result,
             )
-            return cultural_value_b2
+            return result
         except Exception as e:
-            error_message = f"文化价值B2计算失败: {e}"
-            await self.valuation_controller.update_calculation_step(
-                step.id, {"status": "failed", "error_message": error_message}
+            await self.valuation_controller.log_formula_step(
+                valuation_id,
+                "MODEL_B_CULTURAL_B2",
+                status="failed",
+                error_message=str(e),
             )
             raise
 

app/utils/calculation_engine/economic_value_b1/economic_value_b1.py

@@ -7,7 +7,6 @@
 
 from typing import Dict
 from app.controllers.valuation import ValuationController
-from app.schemas.valuation import ValuationCalculationStepCreate
 
 from .sub_formulas.basic_value_b11 import BasicValueB11Calculator
 from .sub_formulas.traffic_factor_b12 import TrafficFactorB12Calculator
@@ -46,7 +45,7 @@ class EconomicValueB1Calculator:
 
         return economic_value
 
-    async def calculate_complete_economic_value_b1(self, valuation_id: int, input_data: Dict) -> float:
+    async def calculate_complete_economic_value_b1(self, valuation_id: int, input_data: Dict) -> Dict[str, float]:
         """
         计算完整的经济价值B1，并记录所有计算步骤。
 
@@ -66,81 +65,229 @@ class EconomicValueB1Calculator:
                 }
 
         Returns:
-            float: 计算得出的经济价值B1。
+            Dict[str, float]: 包含经济价值B1及各子公式结果的字典。
 
         Raises:
             Exception: 在计算过程中发生的任何异常都会被捕获、记录，并重新抛出。
         """
-        step = await self.valuation_controller.create_calculation_step(
-            ValuationCalculationStepCreate(
-                valuation_id=valuation_id,
-                step_order=2.1,
-                step_name="经济价值B1计算",
-                step_description="开始计算经济价值B1，公式为：基础价值B11 × (1 + 流量因子B12) × 政策乘数B13",
-                input_params=input_data,
-                status="in_progress"
-            )
+        await self.valuation_controller.log_formula_step(
+            valuation_id,
+            "MODEL_B_ECON_B1",
+            status="processing",
+            input_params=input_data,
         )
         try:
-            # 计算基础价值B11
+            financial_value = self.basic_value_calculator.calculate_financial_value_f(input_data["three_year_income"])
+            await self.valuation_controller.log_formula_step(
+                valuation_id,
+                "MODEL_B_ECON_B11_FINANCIAL_VALUE",
+                status="completed",
+                input_params={"three_year_income": input_data.get("three_year_income")},
+                output_result={"financial_value_f": financial_value},
+            )
+
+            legal_strength = self.basic_value_calculator.calculate_legal_strength_l(
+                input_data["patent_score"],
+                input_data["popularity_score"],
+                input_data["infringement_score"],
+            )
+            await self.valuation_controller.log_formula_step(
+                valuation_id,
+                "MODEL_B_ECON_B11_LEGAL_STRENGTH",
+                status="completed",
+                input_params={
+                    "patent_score": input_data.get("patent_score"),
+                    "popularity_score": input_data.get("popularity_score"),
+                    "infringement_score": input_data.get("infringement_score"),
+                },
+                output_result={"legal_strength_l": legal_strength},
+            )
+
+            development_potential = self.basic_value_calculator.calculate_development_potential_d(
+                input_data["patent_count"],
+                input_data["esg_score"],
+                input_data["innovation_ratio"],
+            )
+            await self.valuation_controller.log_formula_step(
+                valuation_id,
+                "MODEL_B_ECON_B11_DEVELOPMENT_POTENTIAL",
+                status="completed",
+                input_params={
+                    "patent_count": input_data.get("patent_count"),
+                    "esg_score": input_data.get("esg_score"),
+                    "innovation_ratio": input_data.get("innovation_ratio"),
+                },
+                output_result={"development_potential_d": development_potential},
+            )
+
+            industry_coefficient = input_data["industry_coefficient"]
+            await self.valuation_controller.log_formula_step(
+                valuation_id,
+                "MODEL_B_ECON_B11_INDUSTRY_COEFFICIENT",
+                status="completed",
+                input_params={"industry_coefficient": industry_coefficient},
+                output_result={"industry_coefficient": industry_coefficient},
+            )
+
             basic_value_b11 = self.basic_value_calculator.calculate_basic_value_b11(
-                self.basic_value_calculator.calculate_financial_value_f(input_data["three_year_income"]),
-                self.basic_value_calculator.calculate_legal_strength_l(input_data["patent_score"], input_data["popularity_score"], input_data["infringement_score"]),
-                self.basic_value_calculator.calculate_development_potential_d(input_data["patent_count"], input_data["esg_score"], input_data["innovation_ratio"]),
-                input_data["industry_coefficient"]
+                financial_value,
+                legal_strength,
+                development_potential,
+                industry_coefficient,
             )
-            await self.valuation_controller.create_calculation_step(
-                ValuationCalculationStepCreate(
-                    valuation_id=valuation_id, step_order=2.11, step_name="基础价值B11",
-                    output_result={'basic_value_b11': basic_value_b11}, status="completed"
-                )
+            await self.valuation_controller.log_formula_step(
+                valuation_id,
+                "MODEL_B_ECON_B11",
+                status="completed",
+                input_params={
+                    "financial_value_f": financial_value,
+                    "legal_strength_l": legal_strength,
+                    "development_potential_d": development_potential,
+                    "industry_coefficient": industry_coefficient,
+                },
+                output_result={
+                    "basic_value_b11": basic_value_b11,
+                    "financial_value_f": financial_value,
+                    "legal_strength_l": legal_strength,
+                    "development_potential_d": development_potential,
+                    "industry_coefficient": industry_coefficient,
+                },
+            )
+
+            interaction_index = self.traffic_factor_calculator.calculate_interaction_index(
+                input_data["likes"],
+                input_data["comments"],
+                input_data["shares"],
+            )
+            await self.valuation_controller.log_formula_step(
+                valuation_id,
+                "MODEL_B_FLOW_B12_INTERACTION_INDEX",
+                status="completed",
+                input_params={
+                    "likes": input_data.get("likes"),
+                    "comments": input_data.get("comments"),
+                    "shares": input_data.get("shares"),
+                },
+                output_result={"interaction_index": interaction_index},
+            )
+
+            coverage_index = self.traffic_factor_calculator.calculate_coverage_index(input_data.get("followers", 0))
+            await self.valuation_controller.log_formula_step(
+                valuation_id,
+                "MODEL_B_FLOW_B12_COVERAGE_INDEX",
+                status="completed",
+                input_params={"followers": input_data.get("followers", 0)},
+                output_result={"coverage_index": coverage_index},
+            )
+
+            conversion_efficiency = self.traffic_factor_calculator.calculate_conversion_efficiency(
+                input_data["sales_volume"],
+                input_data["link_views"],
+            )
+            await self.valuation_controller.log_formula_step(
+                valuation_id,
+                "MODEL_B_FLOW_B12_CONVERSION_EFFICIENCY",
+                status="completed",
+                input_params={
+                    "sales_volume": input_data.get("sales_volume"),
+                    "link_views": input_data.get("link_views"),
+                },
+                output_result={"conversion_efficiency": conversion_efficiency},
+            )
+
+            social_media_spread_s3 = self.traffic_factor_calculator.calculate_social_media_spread_s3(
+                interaction_index,
+                coverage_index,
+                conversion_efficiency,
+            )
+            await self.valuation_controller.log_formula_step(
+                valuation_id,
+                "MODEL_B_FLOW_B12_SOCIAL_SPREAD",
+                status="completed",
+                input_params={
+                    "interaction_index": interaction_index,
+                    "coverage_index": coverage_index,
+                    "conversion_efficiency": conversion_efficiency,
+                },
+                output_result={"social_media_spread_s3": social_media_spread_s3},
             )
 
-            # 计算流量因子B12
             traffic_factor_b12 = self.traffic_factor_calculator.calculate_traffic_factor_b12(
-                input_data['search_index_s1'],
-                input_data['industry_average_s2'],
-                self.traffic_factor_calculator.calculate_social_media_spread_s3(
-                    self.traffic_factor_calculator.calculate_interaction_index(input_data["likes"], input_data["comments"], input_data["shares"]),
-                    self.traffic_factor_calculator.calculate_coverage_index(0),
-                    self.traffic_factor_calculator.calculate_conversion_efficiency(input_data["sales_volume"], input_data["link_views"])
-                )
+                input_data["search_index_s1"],
+                input_data["industry_average_s2"],
+                social_media_spread_s3,
             )
-            await self.valuation_controller.create_calculation_step(
-                ValuationCalculationStepCreate(
-                    valuation_id=valuation_id, step_order=2.12, step_name="流量因子B12",
-                    output_result={'traffic_factor_b12': traffic_factor_b12}, status="completed"
-                )
+            await self.valuation_controller.log_formula_step(
+                valuation_id,
+                "MODEL_B_FLOW_B12",
+                status="completed",
+                input_params={
+                    "search_index_s1": input_data.get("search_index_s1"),
+                    "industry_average_s2": input_data.get("industry_average_s2"),
+                },
+                output_result={
+                    "traffic_factor_b12": traffic_factor_b12,
+                    "social_media_spread_s3": social_media_spread_s3,
+                },
+            )
+
+            policy_compatibility = self.policy_multiplier_calculator.calculate_policy_compatibility_score(
+                input_data["policy_match_score"],
+                input_data["implementation_stage"],
+                input_data["funding_support"],
+            )
+            await self.valuation_controller.log_formula_step(
+                valuation_id,
+                "MODEL_B_POLICY_B13",
+                status="processing",
+                input_params={
+                    "policy_match_score": input_data.get("policy_match_score"),
+                    "implementation_stage": input_data.get("implementation_stage"),
+                    "funding_support": input_data.get("funding_support"),
+                },
+                output_result={"policy_compatibility_score": policy_compatibility},
             )
 
-            # 计算政策乘数B13
             policy_multiplier_b13 = self.policy_multiplier_calculator.calculate_policy_multiplier_b13(
-                self.policy_multiplier_calculator.calculate_policy_compatibility_score(
-                    input_data["policy_match_score"], input_data["implementation_stage"], input_data["funding_support"]
-                )
+                policy_compatibility,
             )
-            await self.valuation_controller.create_calculation_step(
-                ValuationCalculationStepCreate(
-                    valuation_id=valuation_id, step_order=2.13, step_name="政策乘数B13",
-                    output_result={'policy_multiplier_b13': policy_multiplier_b13}, status="completed"
-                )
+            await self.valuation_controller.log_formula_step(
+                valuation_id,
+                "MODEL_B_POLICY_B13",
+                status="completed",
+                output_result={
+                    "policy_multiplier_b13": policy_multiplier_b13,
+                    "policy_compatibility_score": policy_compatibility,
+                },
             )
 
-            # 计算经济价值B1
             economic_value_b1 = self.calculate_economic_value_b1(
                 basic_value_b11,
                 traffic_factor_b12,
-                policy_multiplier_b13
+                policy_multiplier_b13,
             )
-
-            await self.valuation_controller.update_calculation_step(
-                step.id, {"status": "completed", "output_result": {"economic_value_b1": economic_value_b1}}
+            result = {
+                "economic_value_b1": economic_value_b1,
+                "basic_value_b11": basic_value_b11,
+                "traffic_factor_b12": traffic_factor_b12,
+                "policy_multiplier_b13": policy_multiplier_b13,
+                "financial_value_f": financial_value,
+                "legal_strength_l": legal_strength,
+                "development_potential_d": development_potential,
+            }
+            await self.valuation_controller.log_formula_step(
+                valuation_id,
+                "MODEL_B_ECON_B1",
+                status="completed",
+                output_result=result,
             )
-            return economic_value_b1
+            return result
         except Exception as e:
-            error_message = f"经济价值B1计算失败: {e}"
-            await self.valuation_controller.update_calculation_step(
-                step.id, {"status": "failed", "error_message": error_message}
+            await self.valuation_controller.log_formula_step(
+                valuation_id,
+                "MODEL_B_ECON_B1",
+                status="failed",
+                error_message=str(e),
             )
             raise
 

app/utils/calculation_engine/final_value_ab/final_value_a.py

@@ -20,13 +20,11 @@ try:
     from .model_value_b import ModelValueBCalculator
     from ..market_value_c import MarketValueCCalculator
     from app.controllers.valuation import ValuationController
-    from app.schemas.valuation import ValuationCalculationStepCreate
 except ImportError:
     # 直接运行时的绝对导入
     from app.utils.calculation_engine.final_value_ab.model_value_b import ModelValueBCalculator
     from app.utils.calculation_engine.market_value_c import MarketValueCCalculator
     from app.controllers.valuation import ValuationController
-    from app.schemas.valuation import ValuationCalculationStepCreate
 
 
 class FinalValueACalculator:
@@ -94,25 +92,17 @@ class FinalValueACalculator:
         """
         import time
         start_time = time.time()
-        step_order = 1
-        
-        # 记录输入参数
         logger.info("final_value_a.calculation_start input_data_keys={} model_data_keys={} market_data_keys={}", 
                    list(input_data.keys()),
                    list(input_data.get('model_data', {}).keys()),
                    list(input_data.get('market_data', {}).keys()))
-        
-        await self.valuation_controller.create_calculation_step(
-            ValuationCalculationStepCreate(
-                valuation_id=valuation_id,
-                step_order=step_order,
-                step_name="开始计算最终估值A",
-                step_description="接收输入参数，准备开始计算。",
-                input_params=input_data,
-                status="processing"
-            )
+
+        await self.valuation_controller.log_formula_step(
+            valuation_id,
+            "FINAL_A",
+            status="processing",
+            input_params=input_data,
         )
-        step_order += 1
 
         try:
             # 详细记录模型数据参数
@@ -178,19 +168,6 @@ class FinalValueACalculator:
                        int(model_duration * 1000),
                        list(model_result.keys()))
             
-            await self.valuation_controller.create_calculation_step(
-                ValuationCalculationStepCreate(
-                    valuation_id=valuation_id,
-                    step_order=step_order,
-                    step_name="计算模型估值B",
-                    step_description="调用ModelValueBCalculator计算模型估值B。",
-                    input_params=input_data.get('model_data', {}),
-                    output_result=model_result,
-                    status="completed"
-                )
-            )
-            step_order += 1
-
             # 计算市场估值C
             logger.info("final_value_a.calculating_market_value_c 开始计算市场估值C")
             market_start_time = time.time()
@@ -208,19 +185,6 @@ class FinalValueACalculator:
                        int(market_duration * 1000),
                        input_data['market_data'])
             
-            await self.valuation_controller.create_calculation_step(
-                ValuationCalculationStepCreate(
-                    valuation_id=valuation_id,
-                    step_order=step_order,
-                    step_name="计算市场估值C",
-                    step_description="调用MarketValueCCalculator计算市场估值C。",
-                    input_params=input_data.get('market_data', {}),
-                    output_result=market_result,
-                    status="completed"
-                )
-            )
-            step_order += 1
-
             # 计算最终估值A
             logger.info("final_value_a.calculating_final_value_a 开始计算最终估值A: 模型估值B={}万元 市场估值C={}万元", 
                        model_value_b, market_value_c)
@@ -240,16 +204,18 @@ class FinalValueACalculator:
                        int(model_duration * 1000),
                        int(market_duration * 1000))
             
-            await self.valuation_controller.create_calculation_step(
-                ValuationCalculationStepCreate(
-                    valuation_id=valuation_id,
-                    step_order=step_order,
-                    step_name="计算最终估值A",
-                    step_description="最终估值A = 模型估值B × 0.7 + 市场估值C × 0.3",
-                    input_params={"model_value_b": model_value_b, "market_value_c": market_value_c},
-                    output_result={"final_value_a": final_value_a},
-                    status="completed"
-                )
+            await self.valuation_controller.log_formula_step(
+                valuation_id,
+                "FINAL_A",
+                status="completed",
+                output_result={
+                    "model_value_b": model_value_b,
+                    "market_value_c": market_value_c,
+                    "final_value_ab": final_value_a,
+                    "model_duration_ms": int(model_duration * 1000),
+                    "market_duration_ms": int(market_duration * 1000),
+                    "total_duration_ms": int(total_duration * 1000),
+                },
             )
             return {
                 "model_value_b": model_value_b,
@@ -259,15 +225,11 @@ class FinalValueACalculator:
         
         except Exception as e:
             logger.error("final_value_a.calculation_failed 计算失败: 错误={}", str(e))
-            await self.valuation_controller.create_calculation_step(
-                ValuationCalculationStepCreate(
-                    valuation_id=valuation_id,
-                    step_order=step_order,
-                    step_name="计算失败",
-                    step_description="计算过程中发生错误。",
-                    status="failed",
-                    error_message=str(e)
-                )
+            await self.valuation_controller.log_formula_step(
+                valuation_id,
+                "FINAL_A",
+                status="failed",
+                error_message=str(e),
             )
             raise
 

app/utils/calculation_engine/final_value_ab/model_value_b.py

@@ -13,13 +13,11 @@ try:
     from ..economic_value_b1.economic_value_b1 import EconomicValueB1Calculator
     from ..cultural_value_b2.cultural_value_b2 import CulturalValueB2Calculator
     from app.controllers.valuation import ValuationController
-    from app.schemas.valuation import ValuationCalculationStepCreate
 except ImportError:
     # 绝对导入（当直接运行时）
     from app.utils.calculation_engine.economic_value_b1.economic_value_b1 import EconomicValueB1Calculator
     from app.utils.calculation_engine.cultural_value_b2.cultural_value_b2 import CulturalValueB2Calculator
     from app.controllers.valuation import ValuationController
-    from app.schemas.valuation import ValuationCalculationStepCreate
 
 
 class ModelValueBCalculator:
@@ -74,18 +72,12 @@ class ModelValueBCalculator:
         Raises:
             Exception: 在计算过程中遇到的任何异常都会被捕获、记录，然后重新抛出。
         """
-        step_order = 1
-        await self.valuation_controller.create_calculation_step(
-            ValuationCalculationStepCreate(
-                valuation_id=valuation_id,
-                step_order=step_order,
-                step_name="开始计算模型估值B",
-                step_description="接收输入参数，准备开始计算。",
-                input_params=input_data,
-                status="processing"
-            )
+        await self.valuation_controller.log_formula_step(
+            valuation_id,
+            "MODEL_B",
+            status="processing",
+            input_params=input_data,
         )
-        step_order += 1
 
         current_stage = "初始化模型估值B参数"
         try:
@@ -102,60 +94,27 @@ class ModelValueBCalculator:
 
             # 计算经济价值B1（传入估值ID并等待异步完成）
             current_stage = "经济价值B1计算"
-            economic_value_b1 = await self.economic_value_calculator.calculate_complete_economic_value_b1(
+            economic_result = await self.economic_value_calculator.calculate_complete_economic_value_b1(
                 valuation_id,
                 input_data['economic_data']
             )
-            await self.valuation_controller.create_calculation_step(
-                ValuationCalculationStepCreate(
-                    valuation_id=valuation_id,
-                    step_order=step_order,
-                    step_name="计算经济价值B1",
-                    step_description="调用EconomicValueB1Calculator计算经济价值B1。",
-                    input_params=input_data.get('economic_data', {}),
-                    output_result={"economic_value_b1": economic_value_b1},
-                    status="completed"
-                )
-            )
-            step_order += 1
+            economic_value_b1 = economic_result["economic_value_b1"]
 
             # 计算文化价值B2（传入估值ID并等待异步完成）
             current_stage = "文化价值B2计算"
-            cultural_value_b2 = await self.cultural_value_calculator.calculate_complete_cultural_value_b2(
+            cultural_result = await self.cultural_value_calculator.calculate_complete_cultural_value_b2(
                 valuation_id,
                 input_data['cultural_data']
             )
-            await self.valuation_controller.create_calculation_step(
-                ValuationCalculationStepCreate(
-                    valuation_id=valuation_id,
-                    step_order=step_order,
-                    step_name="计算文化价值B2",
-                    step_description="调用CulturalValueB2Calculator计算文化价值B2。",
-                    input_params=input_data.get('cultural_data', {}),
-                    output_result={"cultural_value_b2": cultural_value_b2},
-                    status="completed"
-                )
-            )
-            step_order += 1
+            cultural_value_b2 = cultural_result["cultural_value_b2"]
 
             # 计算风险调整系数B3（传入估值ID并等待异步完成）
             current_stage = "风险调整系数B3计算"
-            risk_value_b3 = await self.risk_adjustment_calculator.calculate_complete_risky_value_b3(
+            risk_result = await self.risk_adjustment_calculator.calculate_complete_risky_value_b3(
                 valuation_id,
                 input_data['risky_data']
             )
-            await self.valuation_controller.create_calculation_step(
-                ValuationCalculationStepCreate(
-                    valuation_id=valuation_id,
-                    step_order=step_order,
-                    step_name="计算风险调整系数B3",
-                    step_description="调用RiskAdjustmentB3Calculator计算风险调整系数B3。",
-                    input_params=input_data.get('risky_data', {}),
-                    output_result={"risk_adjustment_b3": risk_value_b3},
-                    status="completed"
-                )
-            )
-            step_order += 1
+            risk_value_b3 = risk_result["risk_value_b3"]
 
             # 计算模型估值B
             current_stage = "模型估值B汇总"
@@ -164,33 +123,28 @@ class ModelValueBCalculator:
                 cultural_value_b2,
                 risk_value_b3
             )
-            await self.valuation_controller.create_calculation_step(
-                ValuationCalculationStepCreate(
-                    valuation_id=valuation_id,
-                    step_order=step_order,
-                    step_name="计算模型估值B",
-                    step_description="模型估值B = （经济价值B1*0.7+文化价值B2*0.3）*风险调整系数B3",
-                    input_params={"economic_value_b1": economic_value_b1, "cultural_value_b2": cultural_value_b2, "risk_value_b3": risk_value_b3},
-                    output_result={"model_value_b": model_value_b},
-                    status="completed"
-                )
-            )
-            return {
+            result = {
                 "economic_value_b1": economic_value_b1,
                 "cultural_value_b2": cultural_value_b2,
                 "risk_value_b3": risk_value_b3,
                 "model_value_b": model_value_b,
+                "economic_details": economic_result,
+                "cultural_details": cultural_result,
+                "risk_details": risk_result,
             }
+            await self.valuation_controller.log_formula_step(
+                valuation_id,
+                "MODEL_B",
+                status="completed",
+                output_result=result,
+            )
+            return result
         except Exception as e:
-            await self.valuation_controller.create_calculation_step(
-                ValuationCalculationStepCreate(
-                    valuation_id=valuation_id,
-                    step_order=step_order,
-                    step_name="计算失败",
-                    step_description="计算过程中发生错误。",
-                    status="failed",
-                    error_message=f"{current_stage}失败: {e}"
-                )
+            await self.valuation_controller.log_formula_step(
+                valuation_id,
+                "MODEL_B",
+                status="failed",
+                error_message=f"{current_stage}失败: {e}",
             )
             raise
 

app/utils/calculation_engine/formula_registry.py

@@ -0,0 +1,271 @@
+"""
+公式元数据注册表
+
+用于将计算引擎中的每个公式节点（含子公式）映射到唯一的 code、名称、公式说明以及排序，
+以便在 valuation_calculation_steps 表中进行结构化记录，并最终生成可读的计算报告。
+"""
+
+from __future__ import annotations
+
+from dataclasses import dataclass
+from decimal import Decimal
+from typing import Dict, List, Optional
+
+
+@dataclass(frozen=True)
+class FormulaMeta:
+    code: str
+    name: str
+    formula: str
+    order: Decimal
+    parent_code: Optional[str]
+    group_code: str
+
+
+FormulaTreeNode = Dict[str, object]
+
+
+def _node(
+    code: str,
+    name: str,
+    formula: str,
+    order: str,
+    children: Optional[List[FormulaTreeNode]] = None,
+    group: Optional[str] = None,
+) -> FormulaTreeNode:
+    return {
+        "code": code,
+        "name": name,
+        "formula": formula,
+        "order": order,
+        "group_code": group,
+        "children": children or [],
+    }
+
+
+FORMULA_TREE: List[FormulaTreeNode] = [
+    _node(
+        "FINAL_A",
+        "最终估值A",
+        "最终估值A = 模型估值B × 0.7 + 市场估值C × 0.3",
+        "10",
+        children=[
+            _node(
+                "MODEL_B",
+                "模型估值B",
+                "模型估值B = （经济价值B1 × 0.7 + 文化价值B2 × 0.3） × 风险调整系数B3",
+                "20",
+                group="MODEL_B",
+                children=[
+                    _node(
+                        "MODEL_B_ECON_B1",
+                        "经济价值B1",
+                        "经济价值B1 = 基础价值B11 × (1 + 流量因子B12) × 政策乘数B13",
+                        "21",
+                        children=[
+                            _node(
+                                "MODEL_B_ECON_B11",
+                                "基础价值B11",
+                                "基础价值B11 = 财务价值F × (0.45 + 0.05 × 行业系数I) + 法律强度L × (0.35 + 0.05 × 行业系数I) + 发展潜力D × 0.2",
+                                "21.1",
+                                children=[
+                                    _node(
+                                        "MODEL_B_ECON_B11_FINANCIAL_VALUE",
+                                        "财务价值F",
+                                        "财务价值F = [3年内年均收益 × (1 + 增长率)^5] ÷ 5",
+                                        "21.11",
+                                    ),
+                                    _node(
+                                        "MODEL_B_ECON_B11_LEGAL_STRENGTH",
+                                        "法律强度L",
+                                        "法律强度L = 专利分 × 0.4 + 普及分 × 0.3 + 侵权分 × 0.3",
+                                        "21.12",
+                                    ),
+                                    _node(
+                                        "MODEL_B_ECON_B11_DEVELOPMENT_POTENTIAL",
+                                        "发展潜力D",
+                                        "发展潜力D = 专利分 × 0.5 + ESG分 × 0.2 + 创新投入比 × 0.3",
+                                        "21.13",
+                                    ),
+                                    _node(
+                                        "MODEL_B_ECON_B11_INDUSTRY_COEFFICIENT",
+                                        "行业系数I",
+                                        "行业系数I = (目标行业平均ROE - 基准行业ROE) ÷ 基准行业ROE",
+                                        "21.14",
+                                    ),
+                                ],
+                            ),
+                            _node(
+                                "MODEL_B_FLOW_B12",
+                                "流量因子B12",
+                                "流量因子B12 = ln(S1 ÷ S2) × 0.3 + 社交媒体传播度S3 × 0.7",
+                                "21.2",
+                                children=[
+                                    _node(
+                                        "MODEL_B_FLOW_B12_INTERACTION_INDEX",
+                                        "互动量指数",
+                                        "互动量指数 = (点赞 + 评论 + 分享) ÷ 1000",
+                                        "21.21",
+                                    ),
+                                    _node(
+                                        "MODEL_B_FLOW_B12_COVERAGE_INDEX",
+                                        "覆盖人群指数",
+                                        "覆盖人群指数 = 粉丝数 ÷ 10000",
+                                        "21.22",
+                                    ),
+                                    _node(
+                                        "MODEL_B_FLOW_B12_CONVERSION_EFFICIENCY",
+                                        "转化效率",
+                                        "转化效率 = 商品链接点击量 ÷ 内容浏览量",
+                                        "21.23",
+                                    ),
+                                    _node(
+                                        "MODEL_B_FLOW_B12_SOCIAL_SPREAD",
+                                        "社交媒体传播度S3",
+                                        "社交媒体传播度S3 = 互动量指数 × 0.4 + 覆盖人群指数 × 0.3 + 转化效率 × 0.3",
+                                        "21.24",
+                                    ),
+                                ],
+                            ),
+                            _node(
+                                "MODEL_B_POLICY_B13",
+                                "政策乘数B13",
+                                "政策乘数B13 = 1 + 政策契合度评分P × 0.15，其中 P = 政策匹配度 × 0.4 + 实施阶段评分 × 0.3 + 资金支持度 × 0.3",
+                                "21.3",
+                            ),
+                        ],
+                    ),
+                    _node(
+                        "MODEL_B_CULTURAL_B2",
+                        "文化价值B2",
+                        "文化价值B2 = 活态传承系数B21 × 0.6 + (纹样基因值B22 ÷ 10) × 0.4",
+                        "22",
+                        children=[
+                            _node(
+                                "MODEL_B_CULTURAL_B21",
+                                "活态传承系数B21",
+                                "活态传承系数B21 = 传承人等级系数 × 0.4 + 教学传播频次 × 0.3 + 跨界合作深度 × 0.3",
+                                "22.1",
+                                children=[
+                                    _node(
+                                        "MODEL_B_CULTURAL_B21_TEACHING_FREQ",
+                                        "教学传播频次",
+                                        "教学传播频次 = 线下传习次数 × 0.6 + 线上课程点击量（万） × 0.4",
+                                        "22.11",
+                                    ),
+                                ],
+                            ),
+                            _node(
+                                "MODEL_B_CULTURAL_B22",
+                                "纹样基因值B22",
+                                "纹样基因值B22 = (结构复杂度SC × 0.6 + 归一化信息熵H × 0.4) × 历史传承度HI × 10",
+                                "22.2",
+                            ),
+                        ],
+                    ),
+                    _node(
+                        "MODEL_B_RISK_B3",
+                        "风险调整系数B3",
+                        "风险调整系数B3 = 0.8 + 风险评分总和R × 0.4，其中 R = 市场风险 × 0.3 + 法律风险 × 0.4 + 传承风险 × 0.3",
+                        "23",
+                        children=[
+                            _node(
+                                "MODEL_B_RISK_B3_MARKET",
+                                "市场风险",
+                                "市场风险依据价格波动率：波动率 ≤5% 计10分，5-15%计5分，>15%计0分",
+                                "23.1",
+                            ),
+                            _node(
+                                "MODEL_B_RISK_B3_LEGAL",
+                                "法律风险",
+                                "法律风险根据诉讼状态评分（无诉讼/已解决/未解决）",
+                                "23.2",
+                            ),
+                            _node(
+                                "MODEL_B_RISK_B3_INHERITANCE",
+                                "传承风险",
+                                "传承风险依据传承人年龄：≤50岁10分，50-70岁5分，>70岁0分，取最高分",
+                                "23.3",
+                            ),
+                        ],
+                    ),
+                ],
+            ),
+            _node(
+                "MARKET_C",
+                "市场估值C",
+                "市场估值C = 市场竞价C1 × 热度系数C2 × 稀缺性乘数C3 × 时效性衰减C4",
+                "30",
+                group="MARKET_C",
+                children=[
+                    _node(
+                        "MARKET_C_C1",
+                        "市场竞价C1",
+                        "市场竞价C1 结合历史交易价格、人工竞价与专家估值的加权结果",
+                        "30.1",
+                    ),
+                    _node(
+                        "MARKET_C_C2",
+                        "热度系数C2",
+                        "热度系数C2 = 1 + 浏览热度分（依据日均浏览量与收藏数量）",
+                        "30.2",
+                    ),
+                    _node(
+                        "MARKET_C_C3",
+                        "稀缺性乘数C3",
+                        "稀缺性乘数C3 = 1 + 稀缺等级分",
+                        "30.3",
+                    ),
+                    _node(
+                        "MARKET_C_C4",
+                        "时效性衰减C4",
+                        "时效性衰减C4 依据距最近市场活动天数的衰减系数",
+                        "30.4",
+                    ),
+                ],
+            ),
+        ],
+    )
+]
+
+
+def _build_index() -> Dict[str, FormulaMeta]:
+    index: Dict[str, FormulaMeta] = {}
+
+    def dfs(nodes: List[FormulaTreeNode], parent_code: Optional[str], group_code: Optional[str]):
+        for node in nodes:
+            code = node["code"]
+            name = node["name"]
+            formula = node["formula"]
+            order = Decimal(str(node["order"]))
+            explicit_group = node.get("group_code")
+            if explicit_group:
+                current_group = explicit_group
+            elif parent_code is None:
+                current_group = code
+            else:
+                current_group = group_code or parent_code
+            meta = FormulaMeta(
+                code=code,
+                name=name,
+                formula=formula,
+                order=order,
+                parent_code=parent_code,
+                group_code=current_group,
+            )
+            index[code] = meta
+            dfs(node.get("children", []), code, current_group)
+
+    dfs(FORMULA_TREE, None, None)
+    return index
+
+
+FORMULA_INDEX: Dict[str, FormulaMeta] = _build_index()
+
+
+def get_formula_meta(code: str) -> FormulaMeta:
+    meta = FORMULA_INDEX.get(code)
+    if not meta:
+        raise KeyError(f"公式编码未注册: {code}")
+    return meta
+

app/utils/calculation_engine/market_value_c/market_value_c.py

@@ -20,7 +20,6 @@ try:
     from .sub_formulas.temporal_decay_c4 import TemporalDecayC4Calculator
     from .market_data_analyzer import market_data_analyzer
     from app.controllers.valuation import ValuationController
-    from app.schemas.valuation import ValuationCalculationStepCreate
 except ImportError:
     # 绝对导入（当直接运行时）
     from sub_formulas.market_bidding_c1 import MarketBiddingC1Calculator
@@ -29,7 +28,6 @@ except ImportError:
     from sub_formulas.temporal_decay_c4 import TemporalDecayC4Calculator
     from market_data_analyzer import market_data_analyzer
     from app.controllers.valuation import ValuationController
-    from app.schemas.valuation import ValuationCalculationStepCreate
 
 logger = logging.getLogger(__name__)
 
@@ -103,7 +101,7 @@ class MarketValueCCalculator:
         
         return market_value / 10000.0
     
-    async def calculate_complete_market_value_c(self, valuation_id: int, input_data: Dict) -> float:
+    async def calculate_complete_market_value_c(self, valuation_id: int, input_data: Dict) -> Dict[str, float]:
         """
         计算完整的市场估值C，并记录每一步的计算过程。
 
@@ -124,20 +122,16 @@ class MarketValueCCalculator:
                 }
 
         Returns:
-            float: 计算得出的市场估值C。
+            Dict[str, float]: 包含市场估值C及子公式结果的字典。
 
         Raises:
             Exception: 如果在计算过程中发生任何错误，将记录失败状态并重新抛出异常。
         """
-        step = await self.valuation_controller.create_calculation_step(
-            ValuationCalculationStepCreate(
-                valuation_id=valuation_id,
-                step_order=3,
-                step_name="市场估值C计算",
-                step_description="开始计算市场估值C，公式为：市场竞价C1 × 热度系数C2 × 稀缺性乘数C3 × 时效性衰减C4",
-                input_params=input_data,
-                status="in_progress"
-            )
+        await self.valuation_controller.log_formula_step(
+            valuation_id,
+            "MARKET_C",
+            status="processing",
+            input_params=input_data,
         )
         try:
             # 计算市场竞价C1
@@ -146,11 +140,16 @@ class MarketValueCCalculator:
                 manual_bids=input_data.get('manual_bids', []),
                 expert_valuations=input_data.get('expert_valuations', [])
             )
-            await self.valuation_controller.create_calculation_step(
-                ValuationCalculationStepCreate(
-                    valuation_id=valuation_id, step_order=3.1, step_name="市场竞价C1",
-                    output_result={'market_bidding_c1': market_bidding_c1}, status="completed"
-                )
+            await self.valuation_controller.log_formula_step(
+                valuation_id,
+                "MARKET_C_C1",
+                status="completed",
+                input_params={
+                    "weighted_average_price": input_data.get('weighted_average_price'),
+                    "manual_bids": input_data.get('manual_bids'),
+                    "expert_valuations": input_data.get('expert_valuations'),
+                },
+                output_result={'market_bidding_c1': market_bidding_c1},
             )
 
             # 计算热度系数C2
@@ -158,33 +157,39 @@ class MarketValueCCalculator:
                 input_data.get('daily_browse_volume', 500.0),
                 input_data.get('collection_count', 50)
             )
-            await self.valuation_controller.create_calculation_step(
-                ValuationCalculationStepCreate(
-                    valuation_id=valuation_id, step_order=3.2, step_name="热度系数C2",
-                    output_result={'heat_coefficient_c2': heat_coefficient_c2}, status="completed"
-                )
+            await self.valuation_controller.log_formula_step(
+                valuation_id,
+                "MARKET_C_C2",
+                status="completed",
+                input_params={
+                    "daily_browse_volume": input_data.get('daily_browse_volume'),
+                    "collection_count": input_data.get('collection_count'),
+                },
+                output_result={'heat_coefficient_c2': heat_coefficient_c2},
             )
             
             # 计算稀缺性乘数C3
             scarcity_multiplier_c3 = self.scarcity_multiplier_calculator.calculate_scarcity_multiplier_c3(
                 input_data.get('issuance_level', '限量')
             )
-            await self.valuation_controller.create_calculation_step(
-                ValuationCalculationStepCreate(
-                    valuation_id=valuation_id, step_order=3.3, step_name="稀缺性乘数C3",
-                    output_result={'scarcity_multiplier_c3': scarcity_multiplier_c3}, status="completed"
-                )
+            await self.valuation_controller.log_formula_step(
+                valuation_id,
+                "MARKET_C_C3",
+                status="completed",
+                input_params={'issuance_level': input_data.get('issuance_level')},
+                output_result={'scarcity_multiplier_c3': scarcity_multiplier_c3},
             )
             
             # 计算时效性衰减C4
             temporal_decay_c4 = self.temporal_decay_calculator.calculate_temporal_decay_c4(
                 input_data.get('recent_market_activity', '2024-01-15')
             )
-            await self.valuation_controller.create_calculation_step(
-                ValuationCalculationStepCreate(
-                    valuation_id=valuation_id, step_order=3.4, step_name="时效性衰减C4",
-                    output_result={'temporal_decay_c4': temporal_decay_c4}, status="completed"
-                )
+            await self.valuation_controller.log_formula_step(
+                valuation_id,
+                "MARKET_C_C4",
+                status="completed",
+                input_params={'recent_market_activity': input_data.get('recent_market_activity')},
+                output_result={'temporal_decay_c4': temporal_decay_c4},
             )
             
             # 计算市场估值C
@@ -194,16 +199,29 @@ class MarketValueCCalculator:
                 scarcity_multiplier_c3,
                 temporal_decay_c4
             )
-            
-            await self.valuation_controller.update_calculation_step(
-                step.id, {"status": "completed", "output_result": {"market_value_c": market_value_c}}
+
+            result = {
+                "market_value_c": market_value_c,
+                "market_bidding_c1": market_bidding_c1,
+                "heat_coefficient_c2": heat_coefficient_c2,
+                "scarcity_multiplier_c3": scarcity_multiplier_c3,
+                "temporal_decay_c4": temporal_decay_c4,
+            }
+            await self.valuation_controller.log_formula_step(
+                valuation_id,
+                "MARKET_C",
+                status="completed",
+                output_result=result,
             )
-            return market_value_c
+            return result
         except Exception as e:
             error_message = f"市场估值C计算失败: {e}"
             logger.error(error_message, exc_info=True)
-            await self.valuation_controller.update_calculation_step(
-                step.id, {"status": "failed", "error_message": error_message}
+            await self.valuation_controller.log_formula_step(
+                valuation_id,
+                "MARKET_C",
+                status="failed",
+                error_message=str(e),
             )
             raise
 

app/utils/calculation_engine/risk_adjustment_b3/sub_formulas/risk_adjustment_b3.py

@@ -15,9 +15,7 @@ sys.path.append(os.path.join(current_dir, '..', '..', '..', '..'))
 
 try:
     from app.controllers.valuation import ValuationController
-    from app.schemas.valuation import ValuationCalculationStepCreate
 except ImportError:
-    # 处理可能的导入错误
     pass
 
 class RiskAdjustmentB3Calculator:
@@ -167,7 +165,7 @@ class RiskAdjustmentB3Calculator:
 
         return max_score
 
-    async def calculate_complete_risky_value_b3(self, valuation_id: int, input_data: Dict) -> float:
+    async def calculate_complete_risky_value_b3(self, valuation_id: int, input_data: Dict) -> Dict[str, float]:
         """
         计算完整的风险调整系数B3，并记录所有计算步骤。
 
@@ -187,43 +185,45 @@ class RiskAdjustmentB3Calculator:
                 }
 
         Returns:
-            float: 计算得出的风险调整系数B3。
+            Dict[str, float]: 包含各项风险评分和风险调整系数的字典。
 
         Raises:
             Exception: 在计算过程中遇到的任何异常都会被捕获、记录，并重新抛出。
         """
-        step = await self.valuation_controller.create_calculation_step(
-            ValuationCalculationStepCreate(
-                valuation_id=valuation_id,
-                step_order=2.3,
-                step_name="风险调整系数B3计算",
-                step_description="开始计算风险调整系数B3，公式为：0.8 + 风险评分总和R × 0.4",
-                input_params=input_data,
-                status="in_progress"
-            )
+        await self.valuation_controller.log_formula_step(
+            valuation_id,
+            "MODEL_B_RISK_B3",
+            status="processing",
+            input_params=input_data,
         )
         try:
             # 计算各项风险评分
             market_risk = self.calculate_market_risk(input_data["highest_price"], input_data["lowest_price"])
-            await self.valuation_controller.create_calculation_step(
-                ValuationCalculationStepCreate(
-                    valuation_id=valuation_id, step_order=2.31, step_name="市场风险评分",
-                    output_result={'market_risk': market_risk}, status="completed"
-                )
+            await self.valuation_controller.log_formula_step(
+                valuation_id,
+                "MODEL_B_RISK_B3_MARKET",
+                status="completed",
+                input_params={
+                    "highest_price": input_data.get("highest_price"),
+                    "lowest_price": input_data.get("lowest_price"),
+                },
+                output_result={'market_risk': market_risk},
             )
             legal_risk = self.calculate_legal_risk(input_data["lawsuit_status"])
-            await self.valuation_controller.create_calculation_step(
-                ValuationCalculationStepCreate(
-                    valuation_id=valuation_id, step_order=2.32, step_name="法律风险评分",
-                    output_result={'legal_risk': legal_risk}, status="completed"
-                )
+            await self.valuation_controller.log_formula_step(
+                valuation_id,
+                "MODEL_B_RISK_B3_LEGAL",
+                status="completed",
+                input_params={"lawsuit_status": input_data.get("lawsuit_status")},
+                output_result={'legal_risk': legal_risk},
             )
             inheritance_risk = self.calculate_inheritance_risk(input_data["inheritor_ages"])
-            await self.valuation_controller.create_calculation_step(
-                ValuationCalculationStepCreate(
-                    valuation_id=valuation_id, step_order=2.33, step_name="传承风险评分",
-                    output_result={'inheritance_risk': inheritance_risk}, status="completed"
-                )
+            await self.valuation_controller.log_formula_step(
+                valuation_id,
+                "MODEL_B_RISK_B3_INHERITANCE",
+                status="completed",
+                input_params={"inheritor_ages": input_data.get("inheritor_ages")},
+                output_result={'inheritance_risk': inheritance_risk},
             )
 
             # 计算风险评分总和R
@@ -231,15 +231,27 @@ class RiskAdjustmentB3Calculator:
 
             # 计算风险调整系数B3
             risk_adjustment_b3 = self.calculate_risk_adjustment_b3(risk_score_sum)
-            
-            await self.valuation_controller.update_calculation_step(
-                step.id, {"status": "completed", "output_result": {'risk_adjustment_b3': risk_adjustment_b3}}
+
+            result = {
+                "risk_value_b3": risk_adjustment_b3,
+                "risk_score_sum": risk_score_sum,
+                "market_risk": market_risk,
+                "legal_risk": legal_risk,
+                "inheritance_risk": inheritance_risk,
+            }
+            await self.valuation_controller.log_formula_step(
+                valuation_id,
+                "MODEL_B_RISK_B3",
+                status="completed",
+                output_result=result,
             )
-            return risk_adjustment_b3
+            return result
         except Exception as e:
-            error_message = f"风险调整系数B3计算失败: {e}"
-            await self.valuation_controller.update_calculation_step(
-                step.id, {"status": "failed", "error_message": error_message}
+            await self.valuation_controller.log_formula_step(
+                valuation_id,
+                "MODEL_B_RISK_B3",
+                status="failed",
+                error_message=str(e),
             )
             raise
 

deploy/web.conf

@@ -21,11 +21,14 @@ server {
               index index.html index.htm;
               try_files $uri /index.html;
         }
-
+        # PC 前端（/pc/ 前缀）
+    location = /pc {
+        return 302 /pc/;
+    }
     location ^~ /pc/ {
-        root /opt/vue-fastapi-admin/web1/dist;
-              index index.html index.htm;
-              try_files $uri /index.html;
+        alias /opt/vue-fastapi-admin/web1/dist/;
+        index index.html;
+        try_files $uri $uri/ /index.html;
     }
         location ^~ /api/ {
                 proxy_pass http://127.0.0.1:9999;
@@ -33,4 +36,4 @@ server {
                 proxy_set_header X-Real-IP $remote_addr;
         }
 
-}
+}