fix: 上传短信并通知按钮逻辑修改

fix: 提交审核页面逻辑修改
Merge branch 'main' of https://git.1024tool.vip/zfc/guzhi
2025-12-19 13:57:30 +08:00 · 2025-12-18 22:38:13 +08:00 · 2025-12-18 19:14:06 +08:00 · 2025-12-18 19:14:03 +08:00 · 2025-12-18 14:30:07 +08:00 · 2025-12-10 16:23:24 +08:00
172 changed files with 19034 additions and 9561 deletions
--- a/.dockerignore
+++ b/.dockerignore
@ -1 +1,3 @@
 web/node_modules
+web1/node_modules
+migrations
--- a/.github/copilot-instructions.md
+++ b/.github/copilot-instructions.md
@ -1,54 +0,0 @@
-## 项目（快速）指导 — 供 AI 编码代理使用
-
-下面的要点帮助你快速理解并在本代码库中高效工作。保持简短、具体并以可执行示例为主。
-
- 项目类型：FastAPI 后端 (Python 3.11) + Vue3/Vite 前端（目录 `web/`）。后端使用 Tortoise ORM（配置在 `app/settings/config.py`），前端用 pnpm/vite。
-
- 快速启动（后端）：在项目根目录
-  - 建议 Python venv，然后安装依赖：`pip install -r requirements.txt`（或使用项目 README 中的 uv/uvenv 过程）。
-  - 启动：`python run.py`。这会通过 `uvicorn` 运行 `app:app`（见 `run.py`），开启 `reload=True`，OpenAPI 在 `/docs`。
-
- 快速启动（前端）：进入 `web/`，使用 pnpm（或 npm）安装并运行：`pnpm i`，`pnpm dev`。
-
- 后端关键入口
-  - `run.py`：应用启动脚本，设置 uvicorn 日志格式并运行 `app:app`。
-  - `app/__init__.py`：创建 FastAPI app（调用 `core/init_app.py` 中的注册函数）：init 数据、注册中间件、异常处理与路由（路由前缀为 `/api`）。
-  - `app/core/init_app.py`（注意：此文件包含启动时的路由/中间件/异常注册逻辑，请优先阅读它来理解请求生命周期）。
-
- 重要配置点
-  - `app/settings/config.py`：使用 Pydantic Settings，包含 `TORTOISE_ORM`（默认 SQLite，db 文件在项目根 `db.sqlite3`）、JWT、SECRET_KEY、CORS 等。修改环境变量即可覆盖设置。
-  - `app/utils/api_config.py`：提供 `api_config` 全局实例，用来存放第三方 API（示例：`chinaz`、`xiaohongshu`）。常用方法：`api_config.get_api_key(provider)`、`get_endpoint_config(provider, endpoint)`、`add_endpoint(...)`、`save_config()`。
-
- 路由与模块约定
-  - API 版本化：`app/api/v1/` 下放置 v1 接口。路由统一由 `core/init_app.py` 通过 `register_routers(..., prefix='/api')` 注册。
-  - 控制器（HTTP handlers）位于 `app/controllers/`，数据模型在 `app/models/`，Pydantic schemas 在 `app/schemas/`。
-
- 数据库与迁移
-  - 使用 Tortoise ORM，`TORTOISE_ORM` 在 `app/settings/config.py`。项目把 `aerich.models` 列入 models（见配置），repository 中存在 `migrations/` 文件夹。若需变更模型，按项目现有工具链（如 aerich）执行迁移；在不确定时，先检查 `pyproject.toml`/`requirements.txt` 是否包含 aerich 并复核 README。
-
- 日志与持久化
-  - 日志目录：`app/logs`（可在 `settings.LOGS_ROOT` 找到）。运行时可根据 `run.py` 中的 LOGGING_CONFIG 调整格式。
-
- 第三方 API 集成（示例）
-  - `api_config` 示例用法（Python）:
-    ```py
-    from app.utils.api_config import api_config
-    cfg = api_config.get_endpoint_config('xiaohongshu', 'xiaohongshu_note_detail')
-    base = api_config.get_base_url('xiaohongshu')
-    key = api_config.get_api_key('xiaohongshu')
-    ```
-  - 环境变量覆盖：CHINAZ_API_KEY、XIAOHONGSHU_TOKEN、EXAMPLE_API_KEY 等会被 `api_config` 或 settings 读取。
-
- 编辑/贡献约定（可自动推断的现有模式）
-  - 新增 API：在 `app/api/v1/...` 添加路由模块，控制器放 `app/controllers/`，schema 放 `app/schemas/`，并在 `core/init_app.py` 中确保路由被注册。
-  - 新增模型：更新 `app/models/` 并生成迁移（项目使用 Tortoise + aerich 风格）。先检查 `migrations/models` 是否有对应变更。
-
- 调试提示
-  - 本地运行时使用 `python run.py`（reload=True），然后访问 `http://localhost:9999/docs` 查看 OpenAPI，确认路由/依赖注入是否按预期工作。
-  - 常见故障点：环境变量未设置（导致 API keys 丢失）、Tortoise 连接配置错误（检查 `TORTOISE_ORM.connections`）、以及中间件注册顺序会影响异常处理。
-
- 其它注意事项（小而具体）
-  - 前端以 `/api` 为后端前缀，修改后端接口时请同步前端 `web/src/api` 的调用。
-  - `app/utils/api_config.py` 会在模块导入时创建 `api_config` 单例；修改该文件时注意导入时机（不要在模块顶层做阻塞网络调用）。
-
-如果需要我把 README 中的启动说明转成更精确的 shell 命令（或添加 aerich 的迁移示例命令），我可以继续补充。请告诉我你希望强调的额外部分或需要澄清的地方。
--- a/AGENTS.md
+++ b/AGENTS.md
@ -1,23 +0,0 @@
-# Repository Guidelines
-
-## Project Structure & Module Organization
-FastAPI backend code lives in `app/`: routers under `app/api/v1`, orchestration in `app/controllers`, schemas/models in `app/schemas` and `app/models`, and shared helpers in `app/utils`. Config defaults stay in `app/settings/config.py`, migrations in `migrations/`, and the service boots through `run.py`. Frontend assets reside in `web/` with source code in `web/src`, static files in `web/public`, and build toggles in `web/settings`; deployment collateral sits in `deploy/`.
-
-## Build, Test, and Development Commands
- `make install` (uv) or `pip install -r requirements.txt` prepares backend deps; `pnpm i` handles `web/`.
- `make start` / `python run.py` launches the API against `db.sqlite3`; `cd web && pnpm dev` starts the SPA; `pnpm build` prepares production assets.
- `make check` runs Black+isort in check mode plus Ruff; `make format` applies fixes; `make lint` is Ruff-only.
- `make test` loads `.env` variables into the shell and executes `pytest -vv -s`; target files with `pytest tests/api/test_x.py -k keyword`.
- Database maintenance: `make migrate` (generate Aerich migrations), `make upgrade` (apply), `make clean-db` (reset SQLite + migrations).
-
-## Coding Style & Naming Conventions
-Python follows Black (120 columns), isort’s Black profile, and Ruff; keep modules snake_case and Pydantic models PascalCase. Vue code respects the repo ESLint + UnoCSS presets, uses TypeScript script blocks, and keeps component directories kebab-case; run `pnpm lint` or `pnpm lint:fix` as needed.
-
-## Testing Guidelines
-Back-end features need pytest coverage mirroring the `app` layout—e.g., `tests/api/v1/test_users.py` for router logic and async tests following the patterns in `test_dynamic_default.py`. Seed deterministic data via fixtures instead of the shared `db.sqlite3`, and document any `.env` flags a test requires. Frontend changes should gain vitest or Playwright checks under `web/tests` before UI regressions reach `main`.
-
-## Commit & Pull Request Guidelines
-Stick to Conventional Commit prefixes already present (`feat:`, `refactor:`, `debug:`) and keep subject lines imperative with optional scopes (`feat(api):`). Each PR must summarize changes, list verification commands, reference related issues, and attach UI screenshots/GIFs when touching `web/`. Run `make check` and relevant tests locally, avoid committing `web/dist` or SQLite WAL files, and prefer small, reviewable diffs.
-
-## Security & Configuration Tips
-Secrets belong in `.env`, which `app/settings/config.py` loads automatically; rotate `SECRET_KEY`, JWT parameters, and database credentials before deployment. Swap the Tortoise connection from SQLite to MySQL/PostgreSQL by editing the provided templates and running `make migrate && make upgrade`. Lock down CORS (`CORS_ORIGINS`) before exposing the API publicly.
--- a/DEPLOYMENT.md
+++ b/DEPLOYMENT.md
@ -0,0 +1,225 @@
+# 非遗资产估值系统 - 部署文档
+
+## 项目概述
+
+非遗资产估值系统是一个基于 Vue.js + FastAPI 的全栈应用，用于非物质文化遗产资产的价值评估。
+
+- **前端**: Vue.js + Vite + pnpm
+- **后端**: Python 3.11 + FastAPI + Tortoise ORM
+- **数据库**: MySQL
+- **容器化**: Docker
+
+---
+
+## 目录结构
+
+```
+youshu-guzhi/
+├── app/                    # 后端 FastAPI 应用
+│   ├── api/               # API 路由
+│   ├── controllers/       # 业务控制器
+│   ├── models/            # 数据库模型
+│   ├── schemas/           # Pydantic 数据模型
+│   ├── settings/          # 配置文件
+│   └── utils/             # 工具函数和计算引擎
+├── web/                    # 前端 Vue.js 应用
+├── deploy/                 # 部署相关文件
+│   ├── entrypoint.sh      # 容器启动脚本
+│   └── web.conf           # Nginx 配置
+├── Dockerfile             # Docker 构建文件
+├── requirements.txt       # Python 依赖
+└── run.py                 # 应用启动入口
+```
+
+---
+
+## 环境配置
+
+### 数据库配置
+
+#### 使用 Docker 部署 MySQL
+
+```bash
+# 创建数据目录
+mkdir -p ~/mysql-data
+
+# 启动 MySQL 容器
+docker run -d \
+  --name mysql-valuation \
+  -p 3306:3306 \
+  -e MYSQL_ROOT_PASSWORD=your_password \
+  -e MYSQL_DATABASE=valuation_service \
+  -v ~/mysql-data:/var/lib/mysql \
+  --restart=unless-stopped \
+  mysql:8.0
+```
+
+#### 应用配置
+
+配置文件位置: `app/settings/config.py`
+
+```python
+TORTOISE_ORM = {
+    "connections": {
+        "mysql": {
+            "engine": "tortoise.backends.mysql",
+            "credentials": {
+                "host": "your_mysql_host",      # 数据库主机地址
+                "port": 3306,                    # 数据库端口
+                "user": "root",                  # 数据库用户名
+                "password": "your_password",     # 数据库密码
+                "database": "valuation_service", # 数据库名称
+            },
+        },
+    },
+    ...
+}
+```
+
+### 第三方服务配置
+
+| 服务 | 配置项 | 说明 |
+|-----|-------|------|
+| 阿里云短信 | `ALIBABA_CLOUD_ACCESS_KEY_ID/SECRET` | 短信验证码发送 |
+| 阿里云邮件 | `SMTP_*` | 邮件发送 |
+
+---
+
+## 本地开发
+
+### 1. 安装依赖
+
+```bash
+# 安装 Python 依赖
+pip install -r requirements.txt
+
+# 安装前端依赖
+cd web
+pnpm install
+```
+
+### 2. 启动服务
+
+```bash
+# 启动后端 (端口 9999)
+python run.py
+
+# 启动前端开发服务器 (另一个终端)
+cd web
+pnpm run dev
+```
+
+---
+
+## Docker 部署
+
+### 1. 构建镜像
+
+```bash
+# 设置平台 (M1/M2 Mac 需要)
+export DOCKER_DEFAULT_PLATFORM=linux/amd64
+
+# 构建镜像
+docker build -t zfc931912343/guzhi-fastapi-admin:v3.9 .
+
+# 推送到 Docker Hub
+docker push zfc931912343/guzhi-fastapi-admin:v3.9
+```
+
+### 2. 部署到服务器
+
+#### 生产环境
+
+```bash
+# 创建数据目录
+mkdir -p ~/guzhi-data/static/images
+
+# 拉取并运行
+docker pull nbg2akd8w5diy8.xuanyuan.run/zfc931912343/guzhi-fastapi-admin:v3.9 \
+  && docker rm -f guzhi_pro \
+  && docker run -itd \
+    --name=guzhi_pro \
+    -p 8080:9999 \
+    -v ~/guzhi-data/static/images:/opt/vue-fastapi-admin/app/static/images \
+    --restart=unless-stopped \
+    -e TZ=Asia/Shanghai \
+    nbg2akd8w5diy8.xuanyuan.run/zfc931912343/guzhi-fastapi-admin:v3.9
+```
+
+#### 开发/测试环境
+
+```bash
+docker pull nbg2akd8w5diy8.xuanyuan.run/zfc931912343/guzhi-fastapi-admin:v3.9 \
+  && docker rm -f guzhi_dev \
+  && docker run -itd \
+    --name=guzhi_dev \
+    -p 9990:9999 \
+    -v ~/guzhi-data/static:/opt/vue-fastapi-admin/app/static \
+    --restart=unless-stopped \
+    -e TZ=Asia/Shanghai \
+    nbg2akd8w5diy8.xuanyuan.run/zfc931912343/guzhi-fastapi-admin:v3.9
+```
+
+---
+
+## 端口说明
+
+| 环境 | 容器名 | 主机端口 | 容器端口 |
+|-----|-------|---------|---------|
+| 生产 | guzhi_pro | 8080 | 9999 |
+| 开发 | guzhi_dev | 9990 | 9999 |
+
+---
+
+## 数据持久化
+
+容器挂载的数据目录:
+
+```
+~/guzhi-data/static/images  ->  /opt/vue-fastapi-admin/app/static/images
+```
+
+用于存储用户上传的图片文件（如非遗纹样图片、证书图片等）。
+
+---
+
+## 常用运维命令
+
+```bash
+# 查看容器日志
+docker logs -f guzhi_pro
+
+# 进入容器
+docker exec -it guzhi_pro bash
+
+# 重启容器
+docker restart guzhi_pro
+
+# 查看容器状态
+docker ps | grep guzhi
+```
+
+---
+
+## API 接口说明
+
+| 模块 | 路径前缀 | 说明 |
+|-----|---------|------|
+| 用户端估值 | `/api/v1/app-valuations/` | 用户提交估值请求 |
+| 管理端估值 | `/api/v1/valuations/` | 管理后台查看/审核 |
+| 计算报告 | `/api/v1/valuations/{id}/report` | 获取计算过程报告 |
+
+---
+
+## 版本历史
+
+| 版本 | 日期 | 说明 |
+|-----|------|------|
+| v3.9 | 2025-12-18 | 修复风险调整系数B3显示问题，添加计算过程详情 |
+| v3.8 | 2025-12-18 | 修复历史传承度HI权重计算 |
+
+---
+
+## 联系信息
+
+如有问题，请联系项目负责人。
--- a/10
+++ b/10
@ -1,8 +1,14 @@
-FROM node:18.12.0-alpine3.16 AS web
+FROM node:18-alpine AS web

 WORKDIR /opt/vue-fastapi-admin
 COPY /web ./web
-RUN npm install -g pnpm && cd /opt/vue-fastapi-admin/web && pnpm install --registry=https://registry.npmmirror.com && pnpm run build
+
+# 安装pnpm并设置配置
+RUN npm install -g pnpm && \
+    cd /opt/vue-fastapi-admin/web && \
+    pnpm config set registry https://registry.npmmirror.com && \
+    pnpm install && \
+    pnpm run build


 FROM python:3.11-slim-bullseye
--- a/aaa.json
+++ b/aaa.json
@ -1,83 +0,0 @@
-{
-    "asset_name": "资产名称",
-    "institution": "所属机构",
-    "industry": "农业",
-    "annual_revenue": "22",
-    "rd_investment": "33",
-    "three_year_income": [
-        "11",
-        "22",
-        "33"
-    ],
-    "funding_status": "国家级资助",
-    "sales_volume": "22",
-    "link_views": "22",
-    "circulation": "0",
-    "last_market_activity": "0",
-    "monthly_transaction": "0",
-    "price_fluctuation": [
-        "2",
-        "3"
-    ],
-    "application_maturity": "0",
-    "application_coverage": "0",
-    "cooperation_depth": "1",
-    "offline_activities": "3",
-    "online_accounts": [
-        "0",
-        "333"
-    ],
-    "inheritor_level": "国家级传承人",
-    "inheritor_age_count": [
-        "55",
-        "66",
-        "77"
-    ],
-    "inheritor_certificates": [
-        "http://example.com/国家级非遗传承人证书.jpg"
-    ],
-    "heritage_level": "0",
-    "historical_evidence": {
-        "artifacts": "22",
-        "ancient_literature": "33",
-        "inheritor_testimony": "66"
-    },
-    "patent_certificates": [
-        "http://example.com/专利证书1.jpg",
-        "http://example.com/专利证书2.jpg"
-    ],
-    "pattern_images": [
-        "pattern1.jpg"
-    ],
-    "patent_application_no": "22",
-    "heritage_asset_level": "国家级非遗",
-    "inheritor_ages": [
-        "55",
-        "66",
-        "77"
-    ],
-    "implementation_stage": "成熟应用",
-    "coverage_area": "全球覆盖",
-    "collaboration_type": "品牌联名",
-    "platform_accounts": {
-        "bilibili": {
-            "followers_count": 8000,
-            "likes": 1000,
-            "comments": 500,
-            "shares": 500
-        },
-        "douyin": {
-            "followers_count": 8000,
-            "likes": 1000,
-            "comments": 500,
-            "shares": 500
-        }
-    },
-    "scarcity_level": "孤品：全球唯一，不可复制（如特定版权、唯一实物）",
-    "market_activity_time": "近一周",
-    "price_range": {
-        "highest": "2",
-        "lowest": "3"
-    },
-    "monthly_transaction_amount": "月交易额<100万元"
-}
--- a/app/init.py
+++ b/app/init.py
@ -26,11 +26,33 @@ async def lifespan(app: FastAPI):


 def create_app() -> FastAPI:
+    openapi_tags = [
+        {"name": "app-用户认证与账户", "description": "用户端账户与认证相关接口（公开/需认证以端点说明为准）"},
+        {"name": "app-估值评估", "description": "用户端估值评估相关接口（需用户端认证）"},
+        {"name": "app-短信服务", "description": "用户端短信验证码与登录相关接口（公开）"},
+        {"name": "app-上传", "description": "用户端文件上传接口（公开）"},
+        {"name": "admin-基础", "description": "后台登录与个人信息接口（部分公开，其他需认证）"},
+        {"name": "admin-用户管理", "description": "后台用户管理接口（需认证与权限）"},
+        {"name": "admin-角色管理", "description": "后台角色管理接口（需认证与权限）"},
+        {"name": "admin-菜单管理", "description": "后台菜单管理接口（需认证与权限）"},
+        {"name": "admin-API权限管理", "description": "后台 API 权限管理接口（需认证与权限）"},
+        {"name": "admin-部门管理", "description": "后台部门管理接口（需认证与权限）"},
+        {"name": "admin-审计日志", "description": "后台审计日志查询接口（需认证与权限）"},
+        {"name": "admin-估值评估", "description": "后台估值评估接口（需认证与权限）"},
+        {"name": "admin-发票管理", "description": "后台发票与抬头管理接口（需认证与权限）"},
+        {"name": "admin-交易管理", "description": "后台交易/对公转账记录接口（需认证与权限）"},
+        {"name": "admin-内置接口", "description": "后台第三方内置接口调用（需认证与权限）"},
+        {"name": "admin-行业管理", "description": "后台行业数据管理（当前公开）"},
+        {"name": "admin-指数管理", "description": "后台指数数据管理（当前公开）"},
+        {"name": "admin-政策管理", "description": "后台政策数据管理（当前公开）"},
+        {"name": "admin-ESG管理", "description": "后台 ESG 数据管理（当前公开）"},
+    ]
    app = FastAPI(
        title=settings.APP_TITLE,
        description=settings.APP_DESCRIPTION,
        version=settings.VERSION,
        openapi_url="/openapi.json",
+        openapi_tags=openapi_tags,
        middleware=make_middlewares(),
        lifespan=lifespan,
        redirect_slashes=False,  # 禁用尾部斜杠重定向
--- a/app/api/v1/init.py
+++ b/app/api/v1/init.py
@ -5,6 +5,7 @@ from app.utils.app_user_jwt import get_current_app_user

 from .apis import apis_router
 from .app_users import app_users_router
+from .app_users.admin_manage import admin_app_users_router
 from .app_valuations import app_valuations_router
 from .auditlog import auditlog_router
 from .base import base_router
@ -19,28 +20,38 @@ from .third_party_api import third_party_api_router
 from .upload import router as upload_router
 from .users import users_router
 from .valuations import router as valuations_router
+from .invoice.invoice import invoice_router
+from .transactions.transactions import transactions_router
+from .app_invoices.app_invoices import app_invoices_router
+from .sms.sms import router as sms_router

 v1_router = APIRouter()

-v1_router.include_router(base_router, prefix="/base")
-v1_router.include_router(app_users_router, prefix="/app-user")  # AppUser路由，无需权限依赖
+v1_router.include_router(base_router, prefix="/base", tags=["admin-基础"]) 
+v1_router.include_router(app_users_router, prefix="/app-user", tags=["app-用户认证与账户"])  # AppUser路由，无需权限依赖
+v1_router.include_router(admin_app_users_router, prefix="/app-user-admin", tags=["admin-App用户管理"])
 # 注意：app-valuations 路由在各自的端点内部使用 get_current_app_user 进行认证
 # 这样可以保持App用户认证系统的独立性，不与后台管理权限系统混合
-v1_router.include_router(app_valuations_router, prefix="/app-valuations")  # 用户端估值评估路由
-v1_router.include_router(users_router, prefix="/user", dependencies=[DependAuth, DependPermission])
-v1_router.include_router(roles_router, prefix="/role", dependencies=[DependAuth, DependPermission])
-v1_router.include_router(menus_router, prefix="/menu", dependencies=[DependAuth, DependPermission])
-v1_router.include_router(apis_router, prefix="/api", dependencies=[DependAuth, DependPermission])
-v1_router.include_router(depts_router, prefix="/dept", dependencies=[DependAuth, DependPermission])
-v1_router.include_router(auditlog_router, prefix="/auditlog", dependencies=[DependAuth, DependPermission])
-v1_router.include_router(esg_router, prefix="/esg")
-v1_router.include_router(index_router, prefix="/index")
-v1_router.include_router(industry_router, prefix="/industry")
-v1_router.include_router(policy_router, prefix="/policy")
-v1_router.include_router(upload_router, prefix="/upload")  # 文件上传路由
+v1_router.include_router(app_valuations_router, prefix="/app-valuations", tags=["app-估值评估"])  # 用户端估值评估路由
+v1_router.include_router(users_router, prefix="/user", dependencies=[DependAuth, DependPermission], tags=["admin-用户管理"])
+v1_router.include_router(roles_router, prefix="/role", dependencies=[DependAuth, DependPermission], tags=["admin-角色管理"])
+v1_router.include_router(menus_router, prefix="/menu", dependencies=[DependAuth, DependPermission], tags=["admin-菜单管理"])
+v1_router.include_router(apis_router, prefix="/api", dependencies=[DependAuth, DependPermission], tags=["admin-API权限管理"])
+v1_router.include_router(depts_router, prefix="/dept", dependencies=[DependAuth, DependPermission], tags=["admin-部门管理"])
+v1_router.include_router(auditlog_router, prefix="/auditlog", dependencies=[DependAuth, DependPermission], tags=["admin-审计日志"])
+v1_router.include_router(esg_router, prefix="/esg", tags=["admin-ESG管理"]) 
+v1_router.include_router(index_router, prefix="/index", tags=["admin-指数管理"]) 
+v1_router.include_router(industry_router, prefix="/industry", tags=["admin-行业管理"]) 
+v1_router.include_router(policy_router, prefix="/policy", tags=["admin-政策管理"]) 
+v1_router.include_router(upload_router, prefix="/upload", tags=["app-上传"])  # 文件上传路由
 v1_router.include_router(
    third_party_api_router,
    prefix="/third_party_api",
    dependencies=[DependAuth, DependPermission],
+    tags=["admin-内置接口"],
 )
-v1_router.include_router(valuations_router, prefix="/valuations", dependencies=[DependAuth, DependPermission])
+v1_router.include_router(valuations_router, prefix="/valuations", dependencies=[DependAuth, DependPermission], tags=["admin-估值评估"]) 
+v1_router.include_router(invoice_router, prefix="/invoice", tags=["admin-发票管理"]) 
+v1_router.include_router(transactions_router, prefix="/transactions", dependencies=[DependAuth, DependPermission], tags=["admin-交易管理"]) 
+v1_router.include_router(sms_router, prefix="/sms", tags=["app-短信服务"])
+v1_router.include_router(app_invoices_router, prefix="/app-invoices", tags=["app-发票管理"]) 
--- a/app/api/v1/apis/apis.py
+++ b/app/api/v1/apis/apis.py
@ -3,12 +3,14 @@ from tortoise.expressions import Q

 from app.controllers.api import api_controller
 from app.schemas import Success, SuccessExtra
+from app.schemas.base import BasicResponse, PageResponse, MessageOut
+from app.schemas.apis import BaseApi
 from app.schemas.apis import *

 router = APIRouter()


-@router.get("/list", summary="查看API列表")
+@router.get("/list", summary="查看API列表", response_model=PageResponse[BaseApi])
 async def list_api(
    page: int = Query(1, description="页码"),
    page_size: int = Query(10, description="每页数量"),
@ -28,7 +30,7 @@ async def list_api(
    return SuccessExtra(data=data, total=total, page=page, page_size=page_size)


-@router.get("/get", summary="查看Api")
+@router.get("/get", summary="查看Api", response_model=BasicResponse[BaseApi])
 async def get_api(
    id: int = Query(..., description="Api"),
 ):
@ -37,7 +39,7 @@ async def get_api(
    return Success(data=data)


-@router.post("/create", summary="创建Api")
+@router.post("/create", summary="创建Api", response_model=BasicResponse[MessageOut])
 async def create_api(
    api_in: ApiCreate,
 ):
@ -45,7 +47,7 @@ async def create_api(
    return Success(msg="Created Successfully")


-@router.post("/update", summary="更新Api")
+@router.post("/update", summary="更新Api", response_model=BasicResponse[MessageOut])
 async def update_api(
    api_in: ApiUpdate,
 ):
@ -53,7 +55,7 @@ async def update_api(
    return Success(msg="Update Successfully")


-@router.delete("/delete", summary="删除Api")
+@router.delete("/delete", summary="删除Api", response_model=BasicResponse[MessageOut])
 async def delete_api(
    api_id: int = Query(..., description="ApiID"),
 ):
@ -61,7 +63,7 @@ async def delete_api(
    return Success(msg="Deleted Success")


-@router.post("/refresh", summary="刷新API列表")
+@router.post("/refresh", summary="刷新API列表", response_model=BasicResponse[MessageOut])
 async def refresh_api():
    await api_controller.refresh_api()
    return Success(msg="OK")
--- a/app/api/v1/app_invoices/app_invoices.py
+++ b/app/api/v1/app_invoices/app_invoices.py
@ -0,0 +1,153 @@
+from fastapi import APIRouter, Query, Depends
+from typing import Optional
+
+from app.schemas.base import Success, SuccessExtra, BasicResponse, PageResponse
+from app.schemas.invoice import InvoiceOut, InvoiceHeaderOut, InvoiceHeaderCreate, InvoiceHeaderUpdate, PaymentReceiptCreate, AppCreateInvoiceWithReceipt, InvoiceCreate
+from app.controllers.invoice import invoice_controller
+from app.utils.app_user_jwt import get_current_app_user
+from app.models.user import AppUser
+from app.models.invoice import InvoiceHeader
+
+app_invoices_router = APIRouter(tags=["app-发票管理"])
+
+
+@app_invoices_router.get("/list", summary="我的发票列表", response_model=PageResponse[InvoiceOut])
+async def get_my_invoices(
+    status: Optional[str] = Query(None),
+    ticket_type: Optional[str] = Query(None),
+    invoice_type: Optional[str] = Query(None),
+    page: int = Query(1, ge=1),
+    page_size: int = Query(10, ge=1, le=100),
+    current_user: AppUser = Depends(get_current_app_user),
+):
+    result = await invoice_controller.list(
+        page=page,
+        page_size=page_size,
+        status=status,
+        ticket_type=ticket_type,
+        invoice_type=invoice_type,
+        app_user_id=current_user.id,
+    )
+    return SuccessExtra(
+        data=result.items,
+        total=result.total,
+        page=result.page,
+        page_size=result.page_size,
+        msg="获取成功",
+    )
+
+
+@app_invoices_router.get("/headers", summary="我的发票抬头", response_model=BasicResponse[list[InvoiceHeaderOut]])
+async def get_my_headers(current_user: AppUser = Depends(get_current_app_user)):
+    headers = await invoice_controller.get_headers(user_id=current_user.id)
+    return Success(data=headers, msg="获取成功")
+
+@app_invoices_router.get("/headers/{id}", summary="我的发票抬头详情", response_model=BasicResponse[InvoiceHeaderOut])
+async def get_my_header_by_id(id: int, current_user: AppUser = Depends(get_current_app_user)):
+    header = await invoice_controller.get_header_by_id(id)
+    if not header or getattr(header, "id", None) is None:
+        return Success(data={}, msg="未找到")
+    # 仅允许访问属于自己的抬头
+    if getattr(header, "app_user_id", None) not in (current_user.id, None):
+        return Success(data={}, msg="未找到")
+    return Success(data=header, msg="获取成功")
+
+@app_invoices_router.post("/headers", summary="新增我的发票抬头", response_model=BasicResponse[InvoiceHeaderOut])
+async def create_my_header(data: InvoiceHeaderCreate, current_user: AppUser = Depends(get_current_app_user)):
+    header = await invoice_controller.create_header(user_id=current_user.id, data=data)
+    return Success(data=header, msg="创建成功")
+
+@app_invoices_router.put("/headers/{id}", summary="更新我的发票抬头", response_model=BasicResponse[InvoiceHeaderOut])
+async def update_my_header(id: int, data: InvoiceHeaderUpdate, current_user: AppUser = Depends(get_current_app_user)):
+    existing = await invoice_controller.get_header_by_id(id)
+    if not existing or getattr(existing, "id", None) is None:
+        return Success(data={}, msg="未找到")
+    if getattr(existing, "app_user_id", None) != current_user.id:
+        return Success(data={}, msg="未找到")
+    header = await invoice_controller.update_header(id, data)
+    return Success(data=header or {}, msg="更新成功" if header else "未找到")
+
+@app_invoices_router.delete("/headers/{id}", summary="删除我的发票抬头", response_model=BasicResponse[dict])
+async def delete_my_header(id: int, current_user: AppUser = Depends(get_current_app_user)):
+    existing = await invoice_controller.get_header_by_id(id)
+    if not existing or getattr(existing, "id", None) is None:
+        return Success(data={"deleted": False}, msg="未找到")
+    if getattr(existing, "app_user_id", None) != current_user.id:
+        return Success(data={"deleted": False}, msg="未找到")
+    ok = await invoice_controller.delete_header(id)
+    return Success(data={"deleted": ok}, msg="删除成功" if ok else "未找到")
+
+
+@app_invoices_router.post("/receipts/{id}", summary="上传我的付款凭证", response_model=BasicResponse[dict])
+async def upload_my_receipt(id: int, data: PaymentReceiptCreate, current_user: AppUser = Depends(get_current_app_user)):
+    inv = await invoice_controller.model.filter(id=id, app_user_id=current_user.id).first()
+    if not inv:
+        return Success(data={}, msg="未找到")
+    receipt = await invoice_controller.create_receipt(id, data)
+    detail = await invoice_controller.get_receipt_by_id(receipt.id)
+    return Success(data=detail, msg="上传成功")
+
+
+@app_invoices_router.post("/create-with-receipt", summary="创建我的发票并上传付款凭证", response_model=BasicResponse[dict])
+async def create_with_receipt(payload: AppCreateInvoiceWithReceipt, current_user: AppUser = Depends(get_current_app_user)):
+    header = await InvoiceHeader.filter(id=payload.header_id, app_user_id=current_user.id).first()
+    if not header:
+        return Success(data={}, msg="抬头未找到")
+    ticket_type = payload.ticket_type or "electronic"
+    invoice_type = payload.invoice_type
+    if not invoice_type:
+        mapping = {"0": "normal", "1": "special"}
+        invoice_type = mapping.get(str(payload.invoiceTypeIndex)) if payload.invoiceTypeIndex is not None else None
+    if not invoice_type:
+        invoice_type = "normal"
+    inv_data = InvoiceCreate(
+        ticket_type=ticket_type,
+        invoice_type=invoice_type,
+        phone=current_user.phone,
+        email=header.email,
+        company_name=header.company_name,
+        tax_number=header.tax_number,
+        register_address=header.register_address,
+        register_phone=header.register_phone,
+        bank_name=header.bank_name,
+        bank_account=header.bank_account,
+        app_user_id=current_user.id,
+        header_id=header.id,
+        wechat=getattr(current_user, "alias", None),
+    )
+    inv = await invoice_controller.create(inv_data)
+    if payload.receipt_urls:
+        urls = payload.receipt_urls
+        main_url = urls[0] if isinstance(urls, list) and urls else None
+        receipt = await invoice_controller.create_receipt(
+            inv.id,
+            PaymentReceiptCreate(url=main_url, note=payload.note, extra=urls)
+        )
+        detail = await invoice_controller.get_receipt_by_id(receipt.id)
+        return Success(data={"invoice_id": inv.id, "receipts": [detail] if detail else []}, msg="创建并上传成功")
+    if isinstance(payload.receipt_url, list) and payload.receipt_url:
+        urls = payload.receipt_url
+        main_url = urls[0]
+        receipt = await invoice_controller.create_receipt(
+            inv.id,
+            PaymentReceiptCreate(url=main_url, note=payload.note, extra=urls)
+        )
+        detail = await invoice_controller.get_receipt_by_id(receipt.id)
+        return Success(data={"invoice_id": inv.id, "receipts": [detail] if detail else []}, msg="创建并上传成功")
+    if payload.receipt_url:
+        receipt = await invoice_controller.create_receipt(inv.id, PaymentReceiptCreate(url=payload.receipt_url, note=payload.note))
+        detail = await invoice_controller.get_receipt_by_id(receipt.id)
+        return Success(data=detail, msg="创建并上传成功")
+    else:
+        out = await invoice_controller.get_out(inv.id)
+        return Success(data=out.model_dump() if out else {}, msg="创建成功，未上传凭证")
+@app_invoices_router.get("/headers/list", summary="我的抬头列表(分页)", response_model=PageResponse[InvoiceHeaderOut])
+async def get_my_headers_paged(page: int = Query(1, ge=1), page_size: int = Query(10, ge=1, le=100), current_user: AppUser = Depends(get_current_app_user)):
+    qs = invoice_controller.model_header.filter(app_user_id=current_user.id) if hasattr(invoice_controller, "model_header") else None
+    # Fallback when controller没有暴露model_header
+    from app.models.invoice import InvoiceHeader
+    qs = InvoiceHeader.filter(app_user_id=current_user.id)
+    total = await qs.count()
+    rows = await qs.order_by("-created_at").offset((page - 1) * page_size).limit(page_size)
+    items = [InvoiceHeaderOut.model_validate(r) for r in rows]
+    return SuccessExtra(data=[i.model_dump() for i in items], total=total, page=page, page_size=page_size, msg="获取成功")
--- a/app/api/v1/app_users/admin_manage.py
+++ b/app/api/v1/app_users/admin_manage.py
@ -0,0 +1,146 @@
+from fastapi import APIRouter, Query, Depends, HTTPException
+from typing import Optional, List
+from datetime import datetime
+
+from app.schemas.base import Success, SuccessExtra, BasicResponse, PageResponse
+from app.schemas.app_user import AppUserQuotaUpdateSchema, AppUserQuotaLogOut, AppUserUpdateSchema
+from app.controllers.app_user import app_user_controller
+from app.models.user import AppUser, AppUserQuotaLog
+from app.core.dependency import DependAuth, DependPermission, AuthControl
+
+
+admin_app_users_router = APIRouter(dependencies=[DependAuth, DependPermission], tags=["admin-App用户管理"])
+
+
+@admin_app_users_router.get("/list", summary="App用户列表", response_model=PageResponse[dict])
+async def list_app_users(
+    phone: Optional[str] = Query(None),
+    wechat: Optional[str] = Query(None),
+    include_deleted: Optional[bool] = Query(False),
+    id: Optional[str] = Query(None),
+    created_start: Optional[str] = Query(None),
+    created_end: Optional[str] = Query(None),
+    created_at: Optional[List[int]] = Query(None),
+    page: int = Query(1, ge=1),
+    page_size: int = Query(10, ge=1, le=100),
+):
+    qs = AppUser.filter()
+    if not include_deleted:
+        qs = qs.filter(is_deleted=False)
+    if id is not None and id.strip().isdigit():
+        qs = qs.filter(id=int(id.strip()))
+    if phone:
+        qs = qs.filter(phone__icontains=phone)
+    if wechat:
+        qs = qs.filter(alias__icontains=wechat)
+    if created_start or created_end:
+        def _parse_dt(s: Optional[str]):
+            if not s:
+                return None
+            s = s.replace('+', ' ').strip()
+            try:
+                return datetime.strptime(s, "%Y-%m-%d %H:%M:%S")
+            except Exception:
+                try:
+                    ms = float(s)
+                    return datetime.fromtimestamp(ms / 1000)
+                except Exception:
+                    return None
+        start_dt = _parse_dt(created_start)
+        end_dt = _parse_dt(created_end)
+        if start_dt and end_dt:
+            qs = qs.filter(created_at__gte=start_dt, created_at__lte=end_dt)
+        elif start_dt:
+            qs = qs.filter(created_at__gte=start_dt)
+        elif end_dt:
+            qs = qs.filter(created_at__lte=end_dt)
+    elif created_at and len(created_at) == 2:
+        start_dt = datetime.fromtimestamp(created_at[0] / 1000)
+        end_dt = datetime.fromtimestamp(created_at[1] / 1000)
+        qs = qs.filter(created_at__gte=start_dt, created_at__lte=end_dt)
+    total = await qs.count()
+    rows = await qs.order_by("-created_at").offset((page - 1) * page_size).limit(page_size)
+    items = []
+    for u in rows:
+        last_log = await AppUserQuotaLog.filter(app_user_id=u.id).order_by("-created_at").first()
+        items.append({
+            "id": u.id,
+            "phone": u.phone,
+            "wechat": u.alias,
+            "created_at": u.created_at.isoformat() if u.created_at else "",
+            "notes": getattr(u, "notes", "") or "",
+            "remaining_count": int(getattr(u, "remaining_quota", 0) or 0),
+            "user_type": getattr(last_log, "op_type", None),
+        })
+    return SuccessExtra(data=items, total=total, page=page, page_size=page_size, msg="获取成功")
+
+
+@admin_app_users_router.post("/quota", summary="调整用户剩余估值次数", response_model=BasicResponse[dict])
+async def update_quota(payload: AppUserQuotaUpdateSchema, operator=Depends(AuthControl.is_authed)):
+    user = await app_user_controller.update_quota(
+        operator_id=getattr(operator, "id", 0),
+        operator_name=getattr(operator, "username", "admin"),
+        user_id=payload.user_id,
+        target_count=payload.target_count,
+        delta=payload.delta,
+        op_type=payload.op_type,
+        remark=payload.remark,
+    )
+    if not user:
+        raise HTTPException(status_code=404, detail="用户不存在")
+    # if payload.remark is not None:
+    #     user.notes = payload.remark
+    #     await user.save()
+    return Success(data={"user_id": user.id, "remaining_quota": user.remaining_quota}, msg="调整成功")
+
+
+@admin_app_users_router.get("/{user_id}/quota-logs", summary="用户估值次数操作日志", response_model=PageResponse[AppUserQuotaLogOut])
+async def quota_logs(user_id: int, page: int = Query(1, ge=1), page_size: int = Query(10, ge=1, le=100)):
+    qs = AppUserQuotaLog.filter(app_user_id=user_id)
+    total = await qs.count()
+    rows = await qs.order_by("-created_at").offset((page - 1) * page_size).limit(page_size)
+    models = [
+        AppUserQuotaLogOut(
+            id=r.id,
+            app_user_id=r.app_user_id,
+            operator_id=r.operator_id,
+            operator_name=r.operator_name,
+            before_count=r.before_count,
+            after_count=r.after_count,
+            op_type=r.op_type,
+            remark=r.remark,
+            created_at=r.created_at.isoformat() if r.created_at else "",
+        ) for r in rows
+    ]
+    data_items = [m.model_dump() for m in models]
+    return SuccessExtra(data=data_items, total=total, page=page, page_size=page_size, msg="获取成功")
+
+
+@admin_app_users_router.put("/{user_id}", summary="更新App用户信息", response_model=BasicResponse[dict])
+async def update_app_user(user_id: int, data: AppUserUpdateSchema):
+    user = await app_user_controller.update_user_info(user_id, data)
+    if not user:
+        raise HTTPException(status_code=404, detail="用户不存在")
+    return Success(data={
+        "id": user.id,
+        "phone": user.phone,
+        "wechat": getattr(user, "alias", None),
+        "company_name": getattr(user, "company_name", None),
+        "company_address": getattr(user, "company_address", None),
+        "company_contact": getattr(user, "company_contact", None),
+        "company_phone": getattr(user, "company_phone", None),
+        "company_email": getattr(user, "company_email", None),
+        "notes": getattr(user, "notes", None),
+        "is_active": user.is_active,
+        "created_at": user.created_at.isoformat() if user.created_at else "",
+        "updated_at": user.updated_at.isoformat() if user.updated_at else "",
+        "remaining_quota": int(getattr(user, "remaining_quota", 0) or 0),
+    }, msg="更新成功")
+
+
+@admin_app_users_router.delete("/{user_id}", summary="注销App用户", response_model=BasicResponse[dict])
+async def admin_delete_app_user(user_id: int):
+    ok = await app_user_controller.delete_user_account(user_id)
+    if not ok:
+        raise HTTPException(status_code=404, detail="用户不存在")
+    return Success(data={"user_id": user_id}, msg="账号已注销")
--- a/app/api/v1/app_users/app_users.py
+++ b/app/api/v1/app_users/app_users.py
@ -6,19 +6,34 @@ from app.schemas.app_user import (
    AppUserJWTOut,
    AppUserInfoOut,
    AppUserUpdateSchema,
-    AppUserChangePasswordSchema
+    AppUserChangePasswordSchema,
+    AppUserDashboardOut,
+    AppUserQuotaOut,
 )
+from app.schemas.app_user import AppUserRegisterOut, TokenValidateOut
+from app.schemas.base import BasicResponse, MessageOut, Success
 from app.utils.app_user_jwt import (
    create_app_user_access_token,
    get_current_app_user,
-    ACCESS_TOKEN_EXPIRE_MINUTES
+    ACCESS_TOKEN_EXPIRE_MINUTES,
+    verify_app_user_token
 )
 from app.models.user import AppUser
+from app.controllers.user_valuation import user_valuation_controller
+from app.controllers.invoice import invoice_controller
+from app.core.token_blacklist import add_to_blacklist
+from fastapi import Header
+from pydantic import BaseModel, Field
+from typing import Optional
+import time
+from app.models.valuation import ValuationAssessment
+from app.services.sms_store import store
+from app.settings import settings

 router = APIRouter()


-@router.post("/register", response_model=dict, summary="用户注册")
+@router.post("/register", response_model=BasicResponse[dict], summary="用户注册")
 async def register(
    register_data: AppUserRegisterSchema
 ):
@ -28,20 +43,16 @@ async def register(
    """
    try:
        user = await app_user_controller.register(register_data)
-        return {
-            "code": 200,
-            "message": "注册成功",
-            "data": {
-                "user_id": user.id,
-                "phone": user.phone,
-                "default_password": register_data.phone[-6:]  # 返回默认密码供用户知晓
-            }
-        }
+        return Success(data={
+            "user_id": user.id,
+            "phone": user.phone,
+            "default_password": register_data.phone[-6:]
+        })
    except Exception as e:
        raise HTTPException(status_code=200, detail=str(e))


-@router.post("/login", response_model=AppUserJWTOut, summary="用户登录")
+@router.post("/login", response_model=BasicResponse[dict], summary="用户登录")
 async def login(
    login_data: AppUserLoginSchema
 ):
@ -61,30 +72,132 @@ async def login(
    # 生成访问令牌
    access_token = create_app_user_access_token(user.id, user.phone)
    
-    return AppUserJWTOut(
-        access_token=access_token,
-        token_type="bearer",
-        expires_in=ACCESS_TOKEN_EXPIRE_MINUTES * 60
-    )
+    return Success(data={
+        "access_token": access_token,
+        "token_type": "bearer",
+        "expires_in": ACCESS_TOKEN_EXPIRE_MINUTES * 60
+    })


-@router.post("/logout", summary="用户登出")
+@router.post("/logout", summary="用户登出", response_model=BasicResponse[dict])
 async def logout(current_user: AppUser = Depends(get_current_app_user)):
    """
    用户登出（客户端需要删除本地token）
    """
-    return {"code": 200, "message": "登出成功"}
+    return Success(data={"message": "登出成功"})


-@router.get("/profile", response_model=AppUserInfoOut, summary="获取用户信息")
+class DeleteAccountRequest(BaseModel):
+    code: Optional[str] = Field(None, description="短信验证码或绕过码")
+
+
+@router.delete("/account", summary="注销用户信息", response_model=BasicResponse[dict])
+async def delete_account(current_user: AppUser = Depends(get_current_app_user), token: str = Header(None), payload: Optional[DeleteAccountRequest] = None):
+    if payload and payload.code:
+        if settings.SMS_BYPASS_CODE and payload.code == settings.SMS_BYPASS_CODE:
+            store.mark_verified(current_user.phone)
+        else:
+            ok, reason = store.can_verify(current_user.phone)
+            if not ok:
+                raise HTTPException(status_code=423, detail=str(reason))
+            record = store.get_code(current_user.phone)
+            if not record:
+                raise HTTPException(status_code=400, detail="验证码已过期")
+            code_stored, expires_at = record
+            if time.time() > expires_at:
+                store.clear_code(current_user.phone)
+                raise HTTPException(status_code=400, detail="验证码已过期")
+            if payload.code != code_stored:
+                count, locked = store.record_verify_failure(current_user.phone)
+                if locked:
+                    raise HTTPException(status_code=423, detail="尝试次数过多，已锁定")
+                raise HTTPException(status_code=401, detail="验证码错误")
+            store.clear_code(current_user.phone)
+            store.reset_failures(current_user.phone)
+            store.mark_verified(current_user.phone)
+    else:
+        if not store.is_recently_verified(current_user.phone):
+            raise HTTPException(status_code=403, detail="请先完成手机号验证码验证")
+    remaining_quota = int(getattr(current_user, "remaining_quota", 0) or 0)
+    if remaining_quota > 0:
+        raise HTTPException(status_code=400, detail="当前剩余估值次数大于0，无法注销账号")
+    ok = await app_user_controller.delete_user_account(current_user.id)
+    if token:
+        payload = verify_app_user_token(token)
+        exp = getattr(payload, "exp", None) if payload else None
+        await add_to_blacklist(token, current_user.id, exp)
+    if not ok:
+        raise HTTPException(status_code=404, detail="用户不存在")
+    return Success(data={"message": "账号已注销"})
+
+
+@router.get("/profile", response_model=BasicResponse[dict], summary="获取用户信息")
 async def get_profile(current_user: AppUser = Depends(get_current_app_user)):
    """
    获取当前用户信息
    """
-    return current_user
+    user_info = AppUserInfoOut(
+        id=current_user.id,
+        phone=current_user.phone,
+        nickname=getattr(current_user, "alias", None),
+        avatar=None,
+        company_name=current_user.company_name,
+        company_address=current_user.company_address,
+        company_contact=current_user.company_contact,
+        company_phone=current_user.company_phone,
+        company_email=current_user.company_email,
+        is_active=current_user.is_active,
+        last_login=current_user.last_login,
+        created_at=current_user.created_at,
+        updated_at=current_user.updated_at,
+        remaining_quota=current_user.remaining_quota,
+    )
+    return Success(data=user_info.model_dump())


-@router.put("/profile", response_model=AppUserInfoOut, summary="更新用户信息")
+@router.get("/dashboard", response_model=BasicResponse[dict], summary="用户首页摘要")
+async def get_dashboard(current_user: AppUser = Depends(get_current_app_user)):
+    """
+    用户首页摘要
+    功能:
+    - 返回剩余估值次数（暂以 0 占位，后续可接入配额系统）
+    - 返回最近一条估值评估记录（若有）
+    - 返回待处理发票数量
+    """
+    # 最近估值记录
+    latest = await user_valuation_controller.model.filter(user_id=current_user.id).order_by("-created_at").first()
+    latest_out = None
+    if latest:
+        latest_out = {
+            "id": latest.id,
+            "asset_name": latest.asset_name,
+            "valuation_result": latest.final_value_ab,
+            "status": latest.status,
+            "created_at": latest.created_at.isoformat() if latest.created_at else "",
+        }
+    # 待处理发票数量
+    try:
+        pending_invoices = await invoice_controller.count_pending_for_user(current_user.id)
+    except Exception:
+        pending_invoices = 0
+    # 剩余估值次数
+    remaining_quota = current_user.remaining_quota
+    return Success(data={"remaining_quota": remaining_quota, "latest_valuation": latest_out, "pending_invoices": pending_invoices})
+
+
+@router.get("/quota", response_model=BasicResponse[dict], summary="剩余估值次数")
+async def get_quota(current_user: AppUser = Depends(get_current_app_user)):
+    """
+    剩余估值次数查询
+    说明:
+    - 当前实现返回默认 0 次与用户类型占位
+    - 若后续接入配额系统，可从数据库中读取真实值
+    """
+    remaining_count = current_user.remaining_quota
+    return Success(data={"remaining_count": remaining_count})
+
+
+@router.put("/profile", response_model=BasicResponse[dict], summary="更新用户信息")
 async def update_profile(
    update_data: AppUserUpdateSchema,
    current_user: AppUser = Depends(get_current_app_user)
@ -96,10 +209,26 @@ async def update_profile(
    if not updated_user:
        raise HTTPException(status_code=404, detail="用户不存在")
    
-    return updated_user
+    user_info = AppUserInfoOut(
+        id=updated_user.id,
+        phone=updated_user.phone,
+        nickname=getattr(updated_user, "alias", None),
+        avatar=None,
+        company_name=updated_user.company_name,
+        company_address=updated_user.company_address,
+        company_contact=updated_user.company_contact,
+        company_phone=updated_user.company_phone,
+        company_email=updated_user.company_email,
+        is_active=updated_user.is_active,
+        last_login=updated_user.last_login,
+        created_at=updated_user.created_at,
+        updated_at=updated_user.updated_at,
+        remaining_quota=updated_user.remaining_quota,
+    )
+    return Success(data=user_info.model_dump())


-@router.post("/change-password", summary="修改密码")
+@router.post("/change-password", summary="修改密码", response_model=BasicResponse[dict])
 async def change_password(
    password_data: AppUserChangePasswordSchema,
    current_user: AppUser = Depends(get_current_app_user)
@ -116,19 +245,12 @@ async def change_password(
    if not success:
        raise HTTPException(status_code=400, detail="原密码错误")
    
-    return {"code": 200, "message": "密码修改成功"}
+    return Success(data={"message": "密码修改成功"})


-@router.get("/validate-token", summary="验证token")
+@router.get("/validate-token", summary="验证token", response_model=BasicResponse[dict])
 async def validate_token(current_user: AppUser = Depends(get_current_app_user)):
    """
    验证token是否有效
    """
-    return {
-        "code": 200,
-        "message": "token有效",
-        "data": {
-            "user_id": current_user.id,
-            "phone": current_user.phone
-        }
-    }
+    return Success(data={"user_id": current_user.id, "phone": current_user.phone})
--- a/app/api/v1/app_valuations/app_valuations.py
+++ b/app/api/v1/app_valuations/app_valuations.py
@ -9,6 +9,8 @@ import asyncio
 import time

 from app.controllers.user_valuation import user_valuation_controller
+from app.controllers.valuation import valuation_controller
+from app.schemas.valuation import ValuationAssessmentUpdate
 from app.schemas.valuation import (
    UserValuationCreate,
    UserValuationQuery,
@ -16,13 +18,13 @@ from app.schemas.valuation import (
    UserValuationOut,
    UserValuationDetail
 )
-from app.schemas.base import Success, SuccessExtra
+from app.schemas.base import Success, BasicResponse
 from app.utils.app_user_jwt import get_current_app_user_id, get_current_app_user
 from app.utils.calculation_engine import FinalValueACalculator
-from app.utils.calculation_engine.cultural_value_b2.sub_formulas.living_heritage_b21 import cross_border_depth_dict
+# from app.utils.calculation_engine.cultural_value_b2.sub_formulas.living_heritage_b21 import cross_border_depth_dict
 from app.utils.calculation_engine.drp import DynamicPledgeRateCalculator
-from app.utils.calculation_engine.economic_value_b1.sub_formulas.basic_value_b11 import calculate_popularity_score, \
-    calculate_infringement_score, calculate_patent_usage_score, calculate_patent_score
+# from app.utils.calculation_engine.economic_value_b1.sub_formulas.basic_value_b11 import calculate_popularity_score
+ 
 from app.utils.calculation_engine.economic_value_b1.sub_formulas.traffic_factor_b12 import calculate_search_index_s1
 from app.log.log import logger
 from app.models.esg import ESG
@ -35,13 +37,13 @@ from app.utils.wechat_index_calculator import wechat_index_calculator
 app_valuations_router = APIRouter(tags=["用户端估值评估"])


-async def _perform_valuation_calculation(user_id: int, data: UserValuationCreate):
+async def _perform_valuation_calculation(user_id: int, valuation_id: int, data: UserValuationCreate):
    """
    后台任务：执行估值计算
    """
    try:
        start_ts = time.monotonic()
-        logger.info("valuation.calc_start user_id={} asset_name={} industry={}", user_id,
+        logger.info("valuation.calc_start user_id={} valuation_id={} asset_name={} industry={}", user_id, valuation_id,
                    getattr(data, 'asset_name', None), getattr(data, 'industry', None))

        # 根据行业查询 ESG 基准分（优先用行业名称匹配，如用的是行业代码就把 name 改成 code）
@ -68,9 +70,13 @@ async def _perform_valuation_calculation(user_id: int, data: UserValuationCreate
        except Exception as e:
            logger.warning("valuation.policy_fetch_timeout industry={} err={}", data.industry, repr(e))
        policy_match_score = getattr(policy_obj, 'score', 0.0) or 0.0
+        

        # 提取 经济价值B1 计算参数
-        input_data_by_b1 = await _extract_calculation_params_b1(data)
+        input_data_by_b1 = await _extract_calculation_params_b1(
+            data, esg_score=esg_score, industry_coefficient=fix_num_score, policy_match_score=policy_match_score
+        )
+
        # ESG关联价值 ESG分 (0-10分)
        input_data_by_b1["esg_score"] = esg_score
        # 行业修正系数I
@ -78,25 +84,53 @@ async def _perform_valuation_calculation(user_id: int, data: UserValuationCreate
        # 政策匹配度
        input_data_by_b1["policy_match_score"] = policy_match_score

-        # 侵权分 默认 6
+        # 法律风险/侵权记录：通过司法API查询诉讼状态
+        # 评分规则：无诉讼(10分), 已解决诉讼(7分), 未解决诉讼(0分)
+        lawsuit_status_text = "无诉讼"  # 默认无诉讼
+        judicial_api_response = {}  # 保存API原始返回用于日志
        try:
            judicial_data = universal_api.query_judicial_data(data.institution)
-            _data = judicial_data["data"].get("target", None)  # 诉讼标的
-            if _data:
-                infringement_score = 0.0
+            _data = judicial_data.get("data", {})
+            judicial_api_response = _data  # 保存原始返回
+            target = _data.get("target", None)  # 诉讼标的
+            total = _data.get("total", 0)  # 诉讼总数
+            
+            if target or total > 0:
+                # 有诉讼记录，检查是否已解决
+                settled = _data.get("settled", False)
+                if settled:
+                    lawsuit_status_text = "已解决诉讼"
+                    infringement_score = 7.0
+                else:
+                    lawsuit_status_text = "未解决诉讼"
+                    infringement_score = 0.0
            else:
+                lawsuit_status_text = "无诉讼"
                infringement_score = 10.0
-        except:
+                
+            logger.info(f"法律风险查询结果: 机构={data.institution} 诉讼状态={lawsuit_status_text} 评分={infringement_score}")
+        except Exception as e:
+            logger.warning(f"法律风险查询失败: {e}")
+            lawsuit_status_text = "查询失败"
            infringement_score = 0.0
+            judicial_api_response = {"error": str(e)}
+        
        input_data_by_b1["infringement_score"] = infringement_score
+        # 保存诉讼状态文本，用于前端展示
+        lawsuit_status_for_display = lawsuit_status_text

-        # 获取专利信息 TODO 参数
+        # 获取专利信息
+        patent_api_response = {}  # 保存API原始返回用于日志
+        patent_matched_count = 0
+        patent_years_total = 0
        try:
            patent_data = universal_api.query_patent_info(data.industry)
+            patent_api_response = patent_data  # 保存原始返回
        except Exception as e:
            logger.warning("valuation.patent_api_error err={}", repr(e))
            input_data_by_b1["patent_count"] = 0.0
            input_data_by_b1["patent_score"] = 0.0
+            patent_api_response = {"error": str(e)}

        patent_dict = patent_data if isinstance(patent_data, dict) else {}
        inner_data = patent_dict.get("data", {}) if isinstance(patent_dict.get("data", {}), dict) else {}
@ -107,13 +141,20 @@ async def _perform_valuation_calculation(user_id: int, data: UserValuationCreate
        # 查询匹配申请号的记录集合
        matched = [item for item in data_list if
                   isinstance(item, dict) and item.get("SQH") == getattr(data, 'patent_application_no', None)]
+        patent_matched_count = len(matched)
        if matched:
-            patent_count = calculate_patent_usage_score(len(matched))
-            input_data_by_b1["patent_count"] = float(patent_count)
+            patent_count_score = min(len(matched) * 2.5, 10.0)
+            input_data_by_b1["patent_count"] = float(patent_count_score)
        else:
            input_data_by_b1["patent_count"] = 0.0

-        patent_score = calculate_patent_score(calculate_total_years(data_list))
+        patent_years_total = calculate_total_years(data_list)
+        if patent_years_total > 10:
+            patent_score = 10.0
+        elif patent_years_total >= 5:
+            patent_score = 7.0
+        else:
+            patent_score = 3.0
        input_data_by_b1["patent_score"] = patent_score

        #  提取 文化价值B2 计算参数
@ -139,10 +180,211 @@ async def _perform_valuation_calculation(user_id: int, data: UserValuationCreate
            "market_data": input_data_by_c,
        }

-
        calculator = FinalValueACalculator()
-        # 计算最终估值A（统一计算）
-        calculation_result = await calculator.calculate_complete_final_value_a(input_data)
+        
+        # 步骤1：立即更新计算输入参数（不管后续是否成功）
+        try:
+            await valuation_controller.update_calc(
+                valuation_id,
+                ValuationAssessmentUpdate(
+                    calculation_input=input_data,
+                )
+            )
+            logger.info("valuation.input_updated valuation_id={}", valuation_id)
+        except Exception as e:
+            logger.warning("valuation.failed_to_update_input valuation_id={} err={}", valuation_id, repr(e))
+
+        # 步骤1.5：更新内置API计算字段
+        try:
+            # 准备内置API计算字段的值
+            api_calc_fields = {}
+            
+            # ESG关联价值
+            api_calc_fields["esg_value"] = str(esg_score) if esg_score is not None else None
+            
+            # 政策匹配度
+            api_calc_fields["policy_matching"] = str(policy_match_score) if policy_match_score is not None else None
+            
+            # 侵权记录/法律风险 - 使用实际查询到的诉讼状态
+            api_calc_fields["infringement_record"] = lawsuit_status_for_display
+            api_calc_fields["legal_risk"] = lawsuit_status_for_display
+            
+            # 专利使用量
+            patent_count_value = input_data_by_b1.get("patent_count", 0.0)
+            api_calc_fields["patent_count"] = str(patent_count_value) if patent_count_value is not None else None
+            
+            # 结构复杂度（纹样基因熵值B22）
+            structure_complexity_value = input_data_by_b2.get("structure_complexity", 1.5)
+            api_calc_fields["pattern_complexity"] = str(structure_complexity_value) if structure_complexity_value is not None else None
+            
+            # 归一化信息熵H
+            normalized_entropy_value = input_data_by_b2.get("normalized_entropy", 9)
+            api_calc_fields["normalized_entropy"] = str(normalized_entropy_value) if normalized_entropy_value is not None else None
+            
+            # 线上课程点击量（暂时没有计算逻辑，设为None或默认值）
+            # api_calc_fields["online_course_views"] = None
+            
+            # 基础质押率和流量修正系数（暂时没有计算逻辑，设为None或默认值）
+            # api_calc_fields["base_pledge_rate"] = None
+            # api_calc_fields["flow_correction"] = None
+            
+            if api_calc_fields:
+                await valuation_controller.update_calc(
+                    valuation_id,
+                    ValuationAssessmentUpdate(**api_calc_fields)
+                )
+                logger.info("valuation.api_calc_fields_updated valuation_id={} fields={}", valuation_id, list(api_calc_fields.keys()))
+        except Exception as e:
+            logger.warning("valuation.failed_to_update_api_calc_fields valuation_id={} err={}", valuation_id, repr(e))
+
+        # 步骤1.6：记录所有API查询结果和参数映射（便于检查参数匹配）
+        try:
+            # 1. ESG评分查询记录
+            await valuation_controller.log_formula_step(
+                valuation_id, "API_ESG_QUERY",
+                status="completed",
+                input_params={"industry": data.industry},
+                output_result={"esg_score": esg_score, "source": "ESG表"}
+            )
+            
+            # 2. 行业系数查询记录
+            await valuation_controller.log_formula_step(
+                valuation_id, "API_INDUSTRY_QUERY",
+                status="completed",
+                input_params={"industry": data.industry},
+                output_result={"industry_coefficient": fix_num_score, "source": "Industry表"}
+            )
+            
+            # 3. 政策匹配度查询记录
+            await valuation_controller.log_formula_step(
+                valuation_id, "API_POLICY_QUERY",
+                status="completed",
+                input_params={"industry": data.industry},
+                output_result={"policy_match_score": policy_match_score, "source": "Policy表"}
+            )
+            
+            # 4. 司法诉讼查询记录
+            await valuation_controller.log_formula_step(
+                valuation_id, "API_JUDICIAL_QUERY",
+                status="completed",
+                input_params={"institution": data.institution},
+                output_result={
+                    "api_response": judicial_api_response,  # API原始返回
+                    "lawsuit_status": lawsuit_status_for_display,
+                    "infringement_score": infringement_score,
+                    "calculation": f"诉讼标的={judicial_api_response.get('target', '无')}, 诉讼总数={judicial_api_response.get('total', 0)} → {lawsuit_status_for_display} → {infringement_score}分",
+                    "score_rule": "无诉讼:10分, 已解决:7分, 未解决:0分"
+                }
+            )
+            
+            # 5. 专利信息查询记录
+            await valuation_controller.log_formula_step(
+                valuation_id, "API_PATENT_QUERY",
+                status="completed",
+                input_params={
+                    "industry": data.industry,
+                    "patent_application_no": data.patent_application_no
+                },
+                output_result={
+                    "api_data_count": len(patent_api_response.get("data", {}).get("dataList", []) if isinstance(patent_api_response.get("data"), dict) else []),
+                    "matched_count": patent_matched_count,
+                    "years_total": patent_years_total,
+                    "patent_count": input_data_by_b1.get("patent_count", 0),
+                    "patent_score": input_data_by_b1.get("patent_score", 0),
+                    "calculation": f"匹配专利数={patent_matched_count} → 专利数分={input_data_by_b1.get('patent_count', 0)}, 剩余年限合计={patent_years_total}年 → 专利分={patent_score}",
+                    "score_rule": "剩余年限>10年:10分, 5-10年:7分, <5年:3分"
+                }
+            )
+            
+            # 6. 微信指数查询记录
+            await valuation_controller.log_formula_step(
+                valuation_id, "API_WECHAT_INDEX",
+                status="completed",
+                input_params={"asset_name": data.asset_name},
+                output_result={
+                    "search_index_s1": input_data_by_b1.get("search_index_s1", 0),
+                    "formula": "S1 = 微信指数 / 10"
+                }
+            )
+            
+            # 7. 跨界合作深度映射记录
+            await valuation_controller.log_formula_step(
+                valuation_id, "MAPPING_CROSS_BORDER_DEPTH",
+                status="completed",
+                input_params={
+                    "user_input": getattr(data, 'cooperation_depth', None),
+                    "mapping": {"0":"无(0分)", "1":"品牌联名(3分)", "2":"科技载体(5分)", "3":"国家外交礼品(10分)"}
+                },
+                output_result={"cross_border_depth": input_data_by_b2.get("cross_border_depth", 0)}
+            )
+            
+            # 8. 传承人等级映射记录
+            await valuation_controller.log_formula_step(
+                valuation_id, "MAPPING_INHERITOR_LEVEL",
+                status="completed",
+                input_params={
+                    "user_input": data.inheritor_level,
+                    "mapping": {"国家级传承人":"10分", "省级传承人":"7分", "市级传承人及以下":"4分"}
+                },
+                output_result={"inheritor_level_coefficient": input_data_by_b2.get("inheritor_level_coefficient", 0)}
+            )
+            
+            # 9. 历史传承度HI计算记录
+            await valuation_controller.log_formula_step(
+                valuation_id, "CALC_HISTORICAL_INHERITANCE",
+                status="completed",
+                input_params={
+                    "historical_evidence": data.historical_evidence,
+                    "weights": {"出土实物":1.0, "古代文献":0.8, "传承人佐证":0.6, "现代研究":0.4}
+                },
+                output_result={
+                    "historical_inheritance": input_data_by_b2.get("historical_inheritance", 0),
+                    "formula": "HI = 出土实物×1.0 + 古代文献×0.8 + 传承人佐证×0.6 + 现代研究×0.4"
+                }
+            )
+            
+            # 11. 市场风险价格波动记录
+            await valuation_controller.log_formula_step(
+                valuation_id, "CALC_MARKET_RISK",
+                status="completed",
+                input_params={
+                    "price_fluctuation": data.price_fluctuation,
+                    "highest_price": input_data_by_b3.get("highest_price", 0),
+                    "lowest_price": input_data_by_b3.get("lowest_price", 0)
+                },
+                output_result={
+                    "volatility_rule": "波动率≤5%:10分, 5-15%:5分, >15%:0分"
+                }
+            )
+            
+            logger.info("valuation.param_mapping_logged valuation_id={}", valuation_id)
+        except Exception as e:
+            logger.warning("valuation.failed_to_log_param_mapping valuation_id={} err={}", valuation_id, repr(e))
+
+        # 计算最终估值A（统一计算），传入估值ID以关联步骤落库
+        calculation_result = await calculator.calculate_complete_final_value_a(valuation_id, input_data)
+        
+        # 步骤2：更新计算结果字段（模型估值B、市场估值C、最终估值AB、完整计算结果）
+        try:
+            await valuation_controller.update_calc(
+                valuation_id,
+                ValuationAssessmentUpdate(
+                    model_value_b=calculation_result.get('model_value_b'),
+                    market_value_c=calculation_result.get('market_value_c'),
+                    final_value_ab=calculation_result.get('final_value_ab'),
+                    calculation_result=calculation_result,
+                    status='pending',
+                )
+            )
+            logger.info(
+                "valuation.result_updated valuation_id={} model_b={} market_c={} final_ab={}",
+                valuation_id,
+                calculation_result.get('model_value_b'),
+                calculation_result.get('market_value_c'),
+                calculation_result.get('final_value_ab'),
+            )
+        except Exception as e:
+            logger.warning("valuation.failed_to_update_result valuation_id={} err={}", valuation_id, repr(e))

        # 计算动态质押
        drp_c = DynamicPledgeRateCalculator()
@ -152,7 +394,45 @@ async def _perform_valuation_calculation(user_id: int, data: UserValuationCreate
        '''
        # 解析月交易额字符串为数值
        monthly_amount = drp_c.parse_monthly_transaction_amount(data.monthly_transaction_amount or "")
+        drp_start_ts = time.monotonic()
        drp_result = drp_c.calculate_dynamic_pledge_rate(monthly_amount, data.heritage_asset_level)
+        drp_duration_ms = int((time.monotonic() - drp_start_ts) * 1000)
+        
+        # 记录动态质押率计算步骤
+        await valuation_controller.log_formula_step(
+            valuation_id,
+            "DYNAMIC_PLEDGE_RATE",
+            status="completed",
+            input_params={
+                "monthly_transaction_amount": data.monthly_transaction_amount,
+                "monthly_amount": monthly_amount,
+                "heritage_asset_level": data.heritage_asset_level,
+            },
+            output_result={
+                "dynamic_pledge_rate": drp_result,
+                "duration_ms": drp_duration_ms,
+            },
+        )
+        logger.info("valuation.drp_calculated valuation_id={} drp={} duration_ms={}", valuation_id, drp_result, drp_duration_ms)
+        
+        # 步骤3：更新动态质押率及相关字段
+        try:
+            # 从动态质押率计算器中获取基础质押率和流量修正系数
+            base_pledge_rate_value = "0.5"  # 固定值：基础质押率 = 0.5
+            flow_correction_value = "0.3"   # 固定值：流量修正系数 = 0.3
+            
+            await valuation_controller.update_calc(
+                valuation_id,
+                ValuationAssessmentUpdate(
+                    dynamic_pledge_rate=drp_result,
+                    base_pledge_rate=base_pledge_rate_value,
+                    flow_correction=flow_correction_value,
+                )
+            )
+            logger.info("valuation.drp_updated valuation_id={} drp={} base_rate={} flow_correction={}", 
+                       valuation_id, drp_result, base_pledge_rate_value, flow_correction_value)
+        except Exception as e:
+            logger.warning("valuation.failed_to_update_drp valuation_id={} err={}", valuation_id, repr(e))

        # 结构化日志：关键分值
        try:
@ -168,46 +448,80 @@ async def _perform_valuation_calculation(user_id: int, data: UserValuationCreate
        except Exception:
            pass

-        # 创建估值评估记录
-        result = await user_valuation_controller.create_valuation(
-            user_id=user_id,
-            data=data,
-            calculation_result=calculation_result,
-            calculation_input={
-                'model_data': {
-                    'economic_data': list(input_data.get('model_data', {}).get('economic_data', {}).keys()),
-                    'cultural_data': list(input_data.get('model_data', {}).get('cultural_data', {}).keys()),
-                    'risky_data': list(input_data.get('model_data', {}).get('risky_data', {}).keys()),
-                },
-                'market_data': list(input_data.get('market_data', {}).keys()),
-            },
-            drp_result=drp_result,
-            status='success'  # 计算成功，设置为approved状态
-        )
+        # 步骤4：计算完成，保持状态为 pending，等待后台审核
+        try:
+            result = await valuation_controller.get_by_id(valuation_id)
+            logger.info("valuation.calc_finished valuation_id={} status=pending", valuation_id)
+        except Exception as e:
+            logger.warning("valuation.failed_to_fetch_after_calc valuation_id={} err={}", valuation_id, repr(e))
+            result = None

-        logger.info("valuation.background_calc_success user_id={} valuation_id={}", user_id, result.id)
+        logger.info("valuation.background_calc_success user_id={} valuation_id={}", user_id, valuation_id)

    except Exception as e:
        import traceback
        print(traceback.format_exc())
        logger.error("valuation.background_calc_failed user_id={} err={}", user_id, repr(e))

-        # 计算失败时也创建记录，状态设置为failed
+        # 计算失败时更新记录为失败状态
        try:
-            result = await user_valuation_controller.create_valuation(
-                user_id=user_id,
-                data=data,
-                calculation_result=None,
-                calculation_input=None,
-                drp_result=None,
-                status='rejected'  # 计算失败，设置为rejected状态
-            )
-            logger.info("valuation.failed_record_created user_id={} valuation_id={}", user_id, result.id)
+            if 'valuation_id' in locals():
+                # 准备失败时需要更新的字段
+                fail_update_fields = {"status": "rejected"}
+                
+                # 如果 input_data 已经准备好，确保 calculation_input 被更新（即使计算失败）
+                if 'input_data' in locals():
+                    fail_update_fields["calculation_input"] = input_data
+                
+                # 如果内置API计算字段已经准备好，也尝试更新（即使计算失败）
+                # 这些字段在步骤1.5中计算，如果步骤1.5执行了，这些变量应该已经存在
+                api_calc_fields = {}
+                if 'esg_score' in locals():
+                    api_calc_fields["esg_value"] = str(esg_score) if esg_score is not None else None
+                if 'policy_match_score' in locals():
+                    api_calc_fields["policy_matching"] = str(policy_match_score) if policy_match_score is not None else None
+                if 'lawsuit_status_for_display' in locals():
+                    api_calc_fields["infringement_record"] = lawsuit_status_for_display
+                    api_calc_fields["legal_risk"] = lawsuit_status_for_display
+                elif 'infringement_score' in locals():
+                    # 兼容旧逻辑
+                    infringement_record_value = "无诉讼" if infringement_score == 10.0 else ("已解决诉讼" if infringement_score == 7.0 else "未解决诉讼")
+                    api_calc_fields["infringement_record"] = infringement_record_value
+                    api_calc_fields["legal_risk"] = infringement_record_value
+                if 'input_data_by_b1' in locals():
+                    patent_count_value = input_data_by_b1.get("patent_count", 0.0)
+                    api_calc_fields["patent_count"] = str(patent_count_value) if patent_count_value is not None else None
+                if 'input_data_by_b2' in locals():
+                    structure_complexity_value = input_data_by_b2.get("structure_complexity", 1.5)
+                    api_calc_fields["pattern_complexity"] = str(structure_complexity_value) if structure_complexity_value is not None else None
+                    normalized_entropy_value = input_data_by_b2.get("normalized_entropy", 9)
+                    api_calc_fields["normalized_entropy"] = str(normalized_entropy_value) if normalized_entropy_value is not None else None
+                
+                # 合并所有需要更新的字段
+                fail_update_fields.update(api_calc_fields)
+                
+                try:
+                    await valuation_controller.update_calc(
+                        valuation_id,
+                        ValuationAssessmentUpdate(**fail_update_fields)
+                    )
+                    logger.info("valuation.failed_but_fields_saved valuation_id={} fields={}", valuation_id, list(fail_update_fields.keys()))
+                except Exception as input_err:
+                    logger.warning("valuation.failed_to_save_fields_on_error valuation_id={} err={}", valuation_id, repr(input_err))
+                    # 如果保存失败，至少更新状态
+                    try:
+                        fail_update = ValuationAssessmentUpdate(status='rejected')
+                        await valuation_controller.update_calc(valuation_id, fail_update)
+                    except Exception:
+                        pass
+            else:
+                # 如果 valuation_id 都不存在，说明在创建记录时就失败了，无法更新
+                logger.warning("valuation.failed_before_creation user_id={}", user_id)
        except Exception as create_error:
-            logger.error("valuation.failed_to_create_record user_id={} err={}", user_id, repr(create_error))
+            logger.error("valuation.failed_to_update_record user_id={} err={}", user_id, repr(create_error))


-@app_valuations_router.post("/", summary="创建估值评估")
+@app_valuations_router.post("/", summary="创建估值评估", response_model=BasicResponse[dict])
 async def calculate_valuation(
        background_tasks: BackgroundTasks,
        data: UserValuationCreate,
@ -278,20 +592,52 @@ async def calculate_valuation(
    """

    try:
-        # 添加后台任务
-        background_tasks.add_task(_perform_valuation_calculation, user_id, data)
+        from app.models.user import AppUser, AppUserQuotaLog
+        user = await AppUser.filter(id=user_id).first()
+        if not user:
+            raise HTTPException(status_code=404, detail="用户不存在")
+        if (user.remaining_quota or 0) < 1:
+            raise HTTPException(status_code=400, detail="估值次数不足")
+        before = user.remaining_quota or 0
+        user.remaining_quota = before - 1
+        await user.save()
+        try:
+            await AppUserQuotaLog.create(
+                app_user_id=user_id,
+                operator_id=user_id,
+                operator_name=user.alias or user.username or user.phone or "",
+                before_count=before,
+                after_count=before - 1,
+                remark="发起估值"
+            )
+        except Exception:
+            pass

-        logger.info("valuation.task_queued user_id={} asset_name={} industry={}",
-                    user_id, getattr(data, 'asset_name', None), getattr(data, 'industry', None))
+        # 先创建估值记录以获取ID，方便用户查询
+        initial_detail = await user_valuation_controller.create_valuation(
+            user_id=user_id,
+            data=data,
+            calculation_result=None,
+            calculation_input=None,
+            drp_result=None,
+            status='pending'
+        )
+        valuation_id = initial_detail.id
+
+        background_tasks.add_task(_perform_valuation_calculation, user_id, valuation_id, data)
+
+        logger.info("valuation.task_queued user_id={} valuation_id={} asset_name={} industry={}",
+                    user_id, valuation_id, getattr(data, 'asset_name', None), getattr(data, 'industry', None))

        return Success(
            data={
                "task_status": "queued",
                "message": "估值计算任务已提交，正在后台处理中",
                "user_id": user_id,
-                "asset_name": getattr(data, 'asset_name', None)
-            },
-            msg="估值计算任务已启动"
+                "asset_name": getattr(data, 'asset_name', None),
+                "valuation_id": valuation_id,
+                "order_no": str(valuation_id)
+            }
        )

    except Exception as e:
@ -299,7 +645,12 @@ async def calculate_valuation(
        raise HTTPException(status_code=500, detail=f"任务提交失败: {str(e)}")


-async def _extract_calculation_params_b1(data: UserValuationCreate) -> Dict[str, Any]:
+async def _extract_calculation_params_b1(
+    data: UserValuationCreate,
+    esg_score: float = 0.0,
+    industry_coefficient: float = 0.0,
+    policy_match_score: float = 0.0,
+) -> Dict[str, Any]:
    """
    从用户提交的数据中提取计算所需的参数
    
@ -315,7 +666,13 @@ async def _extract_calculation_params_b1(data: UserValuationCreate) -> Dict[str,

    # 法律强度L相关参数
    # 普及地域分值 默认 7分
-    popularity_score = calculate_popularity_score(data.application_coverage)
+    # 普及地域分：全球覆盖(10)、全国覆盖(7)、区域覆盖(4)，默认全国覆盖(7)
+    try:
+        coverage = data.application_coverage or "全国覆盖"
+        mapping = {"全球覆盖": 10.0, "全国覆盖": 7.0, "区域覆盖": 4.0}
+        popularity_score = mapping.get(coverage, 7.0)
+    except Exception:
+        popularity_score = 7.0

    # 创新投入比 = (研发费用/营收) * 100
    try:
@ -326,8 +683,7 @@ async def _extract_calculation_params_b1(data: UserValuationCreate) -> Dict[str,
        innovation_ratio = 0.0

    # 流量因子B12相关参数
-    # 近30天搜索指数S1 - 从社交媒体数据计算 TODO  需要使用第三方API
-    baidu_index = 1
+    # 近30天搜索指数S1 - 使用微信指数除以10计算

    # 获取微信指数并计算近30天平均值
    try:
@ -336,10 +692,9 @@ async def _extract_calculation_params_b1(data: UserValuationCreate) -> Dict[str,
        logger.info(f"资产 '{data.asset_name}' 的微信指数近30天平均值: {wechat_index}")
    except Exception as e:
        logger.error(f"获取微信指数失败: {e}")
-        wechat_index = 1
+        wechat_index = 10  # 失败时默认值，使得 S1 = 1

-    weibo_index = 1
-    search_index_s1 = calculate_search_index_s1(baidu_index, wechat_index, weibo_index)  # 默认值，实际应从API获取
+    search_index_s1 = calculate_search_index_s1(wechat_index)  # S1 = 微信指数 / 10

    # 行业均值S2 - 从数据库查询行业数据计算
    from app.utils.industry_calculator import calculate_industry_average_s2
@ -386,6 +741,7 @@ async def _extract_calculation_params_b1(data: UserValuationCreate) -> Dict[str,
        'likes': safe_float(info["likes"]),
        'comments': safe_float(info["comments"]),
        'shares': safe_float(info["shares"]),
+        'views': safe_float(info.get("views", 0)),
        # followers 非当前计算用键，先移除避免干扰

        # click_count 与 view_count 目前未参与计算，先移除
@ -393,7 +749,10 @@ async def _extract_calculation_params_b1(data: UserValuationCreate) -> Dict[str,
        'link_views': safe_float(data.link_views),
        # 政策乘数B13相关参数
        'implementation_stage': implementation_stage,
-        'funding_support': funding_support
+        'funding_support': funding_support,
+        'esg_score': safe_float(esg_score),
+        'industry_coefficient': safe_float(industry_coefficient),
+        'policy_match_score': safe_float(policy_match_score),
    }


@ -427,18 +786,72 @@ async def _extract_calculation_params_b2(data: UserValuationCreate) -> Dict[str,
    kuaishou_views = safe_float(rs.get("kuaishou", None).get("likes", 0)) if rs.get("kuaishou", None) else 0
    bilibili_views = safe_float(rs.get("bilibili", None).get("likes", 0)) if rs.get("bilibili", None) else 0

-    # 跨界合作深度 品牌联名0.3，科技载体0.5，国家外交礼品1.0
-    cross_border_depth = cross_border_depth_dict(data.cooperation_depth)
+    # 跨界合作深度：将枚举映射为分值
+    # 前端传入的是数字字符串 ("0", "1", "2", "3")，后端也支持中文标签
+    try:
+        val = getattr(data, 'cooperation_depth', None)
+        mapping = {
+            # 前端传入的数字字符串
+            "0": 0.0,              # 无
+            "1": 3.0,              # 品牌联名
+            "2": 5.0,              # 科技载体
+            "3": 10.0,             # 国家外交礼品
+            # 兼容中文标签（以防其他入口传入）
+            "无": 0.0,
+            "品牌联名": 3.0,
+            "科技载体": 5.0,
+            "国家外交礼品": 10.0,
+        }
+        if isinstance(val, str):
+            cross_border_depth = mapping.get(val, safe_float(val))
+        else:
+            cross_border_depth = safe_float(val)
+    except Exception:
+        cross_border_depth = 0.0

    # 纹样基因值B22相关参数

    # 以下三项需由后续模型/服务计算；此处提供默认可计算占位
-    #
    # 历史传承度HI(用户填写)
-    historical_inheritance = sum([safe_float(i) for i in data.historical_evidence])
+    # HI = 证据数量 × 对应权重后加总
+    # 权重分配：出土实物(1.0) + 古代文献(0.8) + 传承人佐证(0.6) + 现代研究(0.4)
+    # 示例: (2*1 + 5*0.8 + 5*0.6 + 6*0.4) = 11.4
+    historical_inheritance = 0.0
+    try:
+        evidence_weights = {
+            "artifacts": 1.0,              # 出土实物
+            "ancient_literature": 0.8,     # 古代文献
+            "inheritor_testimony": 0.6,    # 传承人佐证
+            "modern_research": 0.4,        # 现代研究
+        }
+        if isinstance(data.historical_evidence, dict):
+            for key, weight in evidence_weights.items():
+                count = safe_float(data.historical_evidence.get(key, 0))
+                historical_inheritance += count * weight
+        elif isinstance(data.historical_evidence, (list, tuple)):
+            # 列表顺序：[出土实物, 古代文献, 传承人佐证, 现代研究]
+            weights = [1.0, 0.8, 0.6, 0.4]
+            for i, weight in enumerate(weights):
+                if i < len(data.historical_evidence):
+                    historical_inheritance += safe_float(data.historical_evidence[i]) * weight
+    except Exception:
+        historical_inheritance = 0.0
    structure_complexity = 1.5 # 默认值  纹样基因熵值B22(系统计算)
    normalized_entropy = 9     #  默认值  归一化信息熵H(系统计算)

+    logger.info(
+        "b2.params inheritor_level_coefficient={} offline_sessions={} douyin_views={} kuaishou_views={} bilibili_views={} cross_border_depth={} historical_inheritance={} structure_complexity={} normalized_entropy={}",
+        inheritor_level_coefficient,
+        offline_sessions,
+        douyin_views,
+        kuaishou_views,
+        bilibili_views,
+        cross_border_depth,
+        historical_inheritance,
+        structure_complexity,
+        normalized_entropy,
+    )
+
    return {
        "inheritor_level_coefficient": inheritor_level_coefficient,
        "offline_sessions": offline_sessions,
@ -452,17 +865,36 @@ async def _extract_calculation_params_b2(data: UserValuationCreate) -> Dict[str,
    }


-# 获取 文化价值B2 相关参数
+# 获取 风险调整系数B3 相关参数
 async def _extract_calculation_params_b3(data: UserValuationCreate) -> Dict[str, Any]:
-    # 过去30天最高价格 过去30天最低价格 TODO 需要根据字样进行切分获取最高价和最低价 转换成 float 类型
+    # 过去30天最高价格 过去30天最低价格
    price_fluctuation = [float(i) for i in data.price_fluctuation]
    highest_price, lowest_price = max(price_fluctuation), min(price_fluctuation)
-    # lawsuit_status = "无诉讼"  # 诉讼状态 TODO (API获取)
-    inheritor_ages = data.inheritor_age_count  # [45, 60, 75]  # 传承人年龄列表
+    
+    # 传承风险：根据各年龄段传承人数量计算
+    # 前端传入: inheritor_age_count = [≤50岁人数, 50-70岁人数, ≥70岁人数]
+    # 评分规则: ≤50岁(10分), 50-70岁(5分), >70岁(0分)，取有传承人的最高分
+    inheritor_age_count = data.inheritor_age_count or [0, 0, 0]
+    
+    # 根据年龄段人数生成虚拟年龄列表（用于风险计算）
+    # 如果有≤50岁的传承人，添加一个45岁的代表
+    # 如果有50-70岁的传承人，添加一个60岁的代表
+    # 如果有>70岁的传承人，添加一个75岁的代表
+    inheritor_ages = []
+    if len(inheritor_age_count) > 0 and safe_float(inheritor_age_count[0]) > 0:
+        inheritor_ages.append(45)   # ≤50岁代表 → 10分
+    if len(inheritor_age_count) > 1 and safe_float(inheritor_age_count[1]) > 0:
+        inheritor_ages.append(60)   # 50-70岁代表 → 5分
+    if len(inheritor_age_count) > 2 and safe_float(inheritor_age_count[2]) > 0:
+        inheritor_ages.append(75)   # >70岁代表 → 0分
+    
+    # 如果没有任何传承人，默认给一个高风险年龄
+    if not inheritor_ages:
+        inheritor_ages = [75]  # 默认高风险
+    
    return {
        "highest_price": highest_price,
        "lowest_price": lowest_price,
-
        "inheritor_ages": inheritor_ages,
    }

@ -557,13 +989,14 @@ async def _extract_calculation_params_c(data: UserValuationCreate) -> Dict[str,
        "expert_valuations": expert_valuations,  # 专家估值列表 (系统配置)
        # 计算热度系数C2
        "daily_browse_volume": daily_browse_volume,  # 近7日日均浏览量 (API获取)
+        "platform_views": daily_browse_volume,  # 从 platform_accounts/views 或 link_views 获取的浏览量
        "collection_count": collection_count,  # 收藏数
        "issuance_level": circulation,  # 默认 限量发行 计算稀缺性乘数C3
        "recent_market_activity": recent_market_activity,  # 默认 '近一月' 计算市场估值C
    }


-@app_valuations_router.get("/", summary="获取我的估值评估列表")
+@app_valuations_router.get("/", summary="获取我的估值评估列表", response_model=BasicResponse[dict])
 async def get_my_valuations(
        query: UserValuationQuery = Depends(),
        current_user: AppUser = Depends(get_current_app_user)
@ -580,13 +1013,14 @@ async def get_my_valuations(
        # 使用model_dump_json()来正确序列化datetime，然后解析为dict列表
        import json
        serialized_items = [json.loads(item.model_dump_json()) for item in result.items]
-        return SuccessExtra(
-            data=serialized_items,
-            total=result.total,
-            page=result.page,
-            page_size=result.size,
-            pages=result.pages,
-            msg="获取估值评估列表成功"
+        return Success(
+            data={
+                "items": serialized_items,
+                "total": result.total,
+                "page": result.page,
+                "page_size": result.size,
+                "pages": result.pages,
+            }
        )
    except Exception as e:
        raise HTTPException(
@ -595,7 +1029,7 @@ async def get_my_valuations(
        )


-@app_valuations_router.get("/{valuation_id}", summary="获取估值评估详情")
+@app_valuations_router.get("/{valuation_id}", summary="获取估值评估详情", response_model=BasicResponse[dict])
 async def get_valuation_detail(
        valuation_id: int,
        current_user: AppUser = Depends(get_current_app_user)
@ -618,7 +1052,7 @@ async def get_valuation_detail(
        # 使用model_dump_json()来正确序列化datetime，然后解析为dict
        import json
        result_dict = json.loads(result.model_dump_json())
-        return Success(data=result_dict, msg="获取估值评估详情成功")
+        return Success(data=result_dict)
    except HTTPException:
        raise
    except Exception as e:
@ -628,7 +1062,7 @@ async def get_valuation_detail(
        )


-@app_valuations_router.get("/statistics/overview", summary="获取我的估值评估统计")
+@app_valuations_router.get("/statistics/overview", summary="获取我的估值评估统计", response_model=BasicResponse[dict])
 async def get_my_valuation_statistics(
        current_user: AppUser = Depends(get_current_app_user)
 ):
@ -639,7 +1073,7 @@ async def get_my_valuation_statistics(
        result = await user_valuation_controller.get_user_valuation_statistics(
            user_id=current_user.id
        )
-        return Success(data=result, msg="获取统计信息成功")
+        return Success(data=result)
    except Exception as e:
        raise HTTPException(
            status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
@ -647,7 +1081,7 @@ async def get_my_valuation_statistics(
        )


-@app_valuations_router.delete("/{valuation_id}", summary="删除估值评估")
+@app_valuations_router.delete("/{valuation_id}", summary="删除估值评估", response_model=BasicResponse[dict])
 async def delete_valuation(
        valuation_id: int,
        current_user: AppUser = Depends(get_current_app_user)
@ -667,7 +1101,7 @@ async def delete_valuation(
                detail="估值评估记录不存在或已被删除"
            )

-        return Success(data={"deleted": True}, msg="删除估值评估成功")
+        return Success(data={"deleted": True})
    except HTTPException:
        raise
    except Exception as e:
@ -705,3 +1139,4 @@ def safe_float(v):
        return float(v)
    except (ValueError, TypeError):
        return 0.0
+from app.log.log import logger
--- a/app/api/v1/base/base.py
+++ b/app/api/v1/base/base.py
@ -6,7 +6,7 @@ from app.controllers.user import user_controller
 from app.core.ctx import CTX_USER_ID
 from app.core.dependency import DependAuth
 from app.models.admin import Api, Menu, Role, User
-from app.schemas.base import Fail, Success
+from app.schemas.base import Fail, Success, BasicResponse
 from app.schemas.login import *
 from app.schemas.users import UpdatePassword
 from app.settings import settings
@ -16,7 +16,7 @@ from app.utils.password import get_password_hash, verify_password
 router = APIRouter()


-@router.post("/access_token", summary="获取token")
+@router.post("/access_token", summary="获取token", response_model=BasicResponse[JWTOut])
 async def login_access_token(credentials: CredentialsSchema):
    user: User = await user_controller.authenticate(credentials)
    await user_controller.update_last_login(user.id)
@ -37,7 +37,7 @@ async def login_access_token(credentials: CredentialsSchema):
    return Success(data=data.model_dump())


-@router.get("/userinfo", summary="查看用户信息", dependencies=[DependAuth])
+@router.get("/userinfo", summary="查看用户信息", dependencies=[DependAuth], response_model=BasicResponse[dict])
 async def get_userinfo():
    user_id = CTX_USER_ID.get()
    user_obj = await user_controller.get(id=user_id)
@ -46,7 +46,7 @@ async def get_userinfo():
    return Success(data=data)


-@router.get("/usermenu", summary="查看用户菜单", dependencies=[DependAuth])
+@router.get("/usermenu", summary="查看用户菜单", dependencies=[DependAuth], response_model=BasicResponse[list])
 async def get_user_menu():
    user_id = CTX_USER_ID.get()
    user_obj = await User.filter(id=user_id).first()
@ -74,7 +74,7 @@ async def get_user_menu():
    return Success(data=res)


-@router.get("/userapi", summary="查看用户API", dependencies=[DependAuth])
+@router.get("/userapi", summary="查看用户API", dependencies=[DependAuth], response_model=BasicResponse[list])
 async def get_user_api():
    user_id = CTX_USER_ID.get()
    user_obj = await User.filter(id=user_id).first()
@ -91,7 +91,7 @@ async def get_user_api():
    return Success(data=apis)


-@router.post("/update_password", summary="修改密码", dependencies=[DependAuth])
+@router.post("/update_password", summary="修改密码", dependencies=[DependAuth], response_model=BasicResponse[dict])
 async def update_user_password(req_in: UpdatePassword):
    user_id = CTX_USER_ID.get()
    user = await user_controller.get(user_id)
--- a/app/api/v1/calculation/calcuation.py
+++ b/app/api/v1/calculation/calcuation.py
@ -276,11 +276,9 @@ async def _extract_calculation_params_b1(data: UserValuationCreate) -> Dict[str,


    # 流量因子B12相关参数
-    # 近30天搜索指数S1 - 从社交媒体数据计算 TODO  需要使用第三方API
-    baidu_index = 0.0
-    wechat_index = wechat_index_calculator.process_wechat_index_response(universal_api.wx_index(data.asset_name)) # 通过资产信息获取微信指数 TODO 这里返回的没确认指数参数，有可能返回的图示是指数信息
-    weibo_index = 0.0
-    search_index_s1 = calculate_search_index_s1(baidu_index,wechat_index,weibo_index) # 默认值，实际应从API获取
+    # 近30天搜索指数S1 - 使用微信指数除以10计算
+    wechat_index = wechat_index_calculator.process_wechat_index_response(universal_api.wx_index(data.asset_name)) # 通过资产信息获取微信指数
+    search_index_s1 = calculate_search_index_s1(wechat_index) # S1 = 微信指数 / 10
    # 行业均值S2 TODO 系统内置 未找到相关内容
    industry_average_s2 = 0.0
    # 社交媒体传播度S3 - TODO  需要使用第三方API,click_count view_count 未找到对应参数
@ -344,8 +342,22 @@ async def _extract_calculation_params_b2(data: UserValuationCreate) -> Dict[str,
    douyin_views = 0
    kuaishou_views= 0
    bilibili_views= 0
-    # 跨界合作深度 品牌联名0.3，科技载体0.5，国家外交礼品1.0
-    cross_border_depth = float(data.cooperation_depth)
+    # 跨界合作深度：将枚举映射为分值
+    # 前端传入的是数字字符串 ("0", "1", "2", "3")，后端也支持中文标签
+    depth_mapping = {
+        # 前端传入的数字字符串
+        "0": 0.0,              # 无
+        "1": 3.0,              # 品牌联名
+        "2": 5.0,              # 科技载体
+        "3": 10.0,             # 国家外交礼品
+        # 兼容中文标签（以防其他入口传入）
+        "无": 0.0,
+        "品牌联名": 3.0,
+        "科技载体": 5.0,
+        "国家外交礼品": 10.0,
+    }
+    depth_val = str(data.cooperation_depth) if data.cooperation_depth else "0"
+    cross_border_depth = depth_mapping.get(depth_val, 0.0)

    # 纹样基因值B22相关参数

--- a/app/api/v1/depts/depts.py
+++ b/app/api/v1/depts/depts.py
@ -2,12 +2,14 @@ from fastapi import APIRouter, Query

 from app.controllers.dept import dept_controller
 from app.schemas import Success
+from app.schemas.base import BasicResponse, MessageOut
+from app.schemas.depts import BaseDept
 from app.schemas.depts import *

 router = APIRouter()


-@router.get("/list", summary="查看部门列表")
+@router.get("/list", summary="查看部门列表", response_model=BasicResponse[list[BaseDept]])
 async def list_dept(
    name: str = Query(None, description="部门名称"),
 ):
@ -15,7 +17,7 @@ async def list_dept(
    return Success(data=dept_tree)


-@router.get("/get", summary="查看部门")
+@router.get("/get", summary="查看部门", response_model=BasicResponse[BaseDept])
 async def get_dept(
    id: int = Query(..., description="部门ID"),
 ):
@ -24,7 +26,7 @@ async def get_dept(
    return Success(data=data)


-@router.post("/create", summary="创建部门")
+@router.post("/create", summary="创建部门", response_model=BasicResponse[MessageOut])
 async def create_dept(
    dept_in: DeptCreate,
 ):
@ -32,7 +34,7 @@ async def create_dept(
    return Success(msg="Created Successfully")


-@router.post("/update", summary="更新部门")
+@router.post("/update", summary="更新部门", response_model=BasicResponse[MessageOut])
 async def update_dept(
    dept_in: DeptUpdate,
 ):
@ -40,7 +42,7 @@ async def update_dept(
    return Success(msg="Update Successfully")


-@router.delete("/delete", summary="删除部门")
+@router.delete("/delete", summary="删除部门", response_model=BasicResponse[MessageOut])
 async def delete_dept(
    dept_id: int = Query(..., description="部门ID"),
 ):
--- a/app/api/v1/esg/esg.py
+++ b/app/api/v1/esg/esg.py
@ -3,12 +3,14 @@ from tortoise.expressions import Q

 from app.controllers.esg import esg_controller
 from app.schemas import Success, SuccessExtra
+from app.schemas.base import BasicResponse, PageResponse, MessageOut
+from app.schemas.esg import ESGResponse
 from app.schemas.esg import ESGCreate, ESGUpdate, ESGResponse

 router = APIRouter(tags=["ESG管理"])


-@router.get("/list", summary="查看ESG列表")
+@router.get("/list", summary="查看ESG列表", response_model=PageResponse[ESGResponse])
 async def list_esg(
    page: int = Query(1, description="页码"),
    page_size: int = Query(10, description="每页数量"),
@ -28,7 +30,7 @@ async def list_esg(
    return SuccessExtra(data=data, total=total, page=page, page_size=page_size)


-@router.get("/get", summary="查看ESG详情")
+@router.get("/get", summary="查看ESG详情", response_model=BasicResponse[ESGResponse])
 async def get_esg(
    id: int = Query(..., description="ESG ID"),
 ):
@ -37,7 +39,7 @@ async def get_esg(
    return Success(data=data)


-@router.post("/create", summary="创建ESG")
+@router.post("/create", summary="创建ESG", response_model=BasicResponse[MessageOut])
 async def create_esg(
    esg_in: ESGCreate,
 ):
@ -49,7 +51,7 @@ async def create_esg(
    return Success(msg="创建成功")


-@router.post("/update", summary="更新ESG")
+@router.post("/update", summary="更新ESG", response_model=BasicResponse[MessageOut])
 async def update_esg(
    esg_in: ESGUpdate,
 ):
@ -63,7 +65,7 @@ async def update_esg(
    return Success(msg="更新成功")


-@router.delete("/delete", summary="删除ESG")
+@router.delete("/delete", summary="删除ESG", response_model=BasicResponse[MessageOut])
 async def delete_esg(
    esg_id: int = Query(..., description="ESG ID"),
 ):
--- a/app/api/v1/index/index.py
+++ b/app/api/v1/index/index.py
@ -3,12 +3,14 @@ from tortoise.expressions import Q

 from app.controllers.index import index_controller
 from app.schemas import Success, SuccessExtra
+from app.schemas.base import BasicResponse, PageResponse, MessageOut
+from app.schemas.index import IndexResponse
 from app.schemas.index import IndexCreate, IndexUpdate, IndexResponse

 router = APIRouter(tags=["指数管理"])


-@router.get("/list", summary="查看指数列表")
+@router.get("/list", summary="查看指数列表", response_model=PageResponse[IndexResponse])
 async def list_index(
    page: int = Query(1, description="页码"),
    page_size: int = Query(10, description="每页数量"),
@ -25,7 +27,7 @@ async def list_index(
    return SuccessExtra(data=data, total=total, page=page, page_size=page_size)


-@router.get("/get", summary="查看指数详情")
+@router.get("/get", summary="查看指数详情", response_model=BasicResponse[IndexResponse])
 async def get_index(
    id: int = Query(..., description="指数 ID"),
 ):
@ -34,7 +36,7 @@ async def get_index(
    return Success(data=data)


-@router.post("/create", summary="创建指数")
+@router.post("/create", summary="创建指数", response_model=BasicResponse[MessageOut])
 async def create_index(
    index_in: IndexCreate,
 ):
@ -46,7 +48,7 @@ async def create_index(
    return Success(msg="创建成功")


-@router.post("/update", summary="更新指数")
+@router.post("/update", summary="更新指数", response_model=BasicResponse[MessageOut])
 async def update_index(
    index_in: IndexUpdate,
 ):
@ -60,7 +62,7 @@ async def update_index(
    return Success(msg="更新成功")


-@router.delete("/delete", summary="删除指数")
+@router.delete("/delete", summary="删除指数", response_model=BasicResponse[MessageOut])
 async def delete_index(
    index_id: int = Query(..., description="指数 ID"),
 ):
--- a/app/api/v1/industry/industry.py
+++ b/app/api/v1/industry/industry.py
@ -3,12 +3,13 @@ from tortoise.expressions import Q

 from app.controllers.industry import industry_controller
 from app.schemas import Success, SuccessExtra
+from app.schemas.base import BasicResponse, PageResponse, MessageOut
 from app.schemas.industry import IndustryCreate, IndustryUpdate, IndustryResponse

 router = APIRouter(tags=["行业管理"])


-@router.get("/list", summary="查看行业列表")
+@router.get("/list", summary="查看行业列表", response_model=PageResponse[IndustryResponse])
 async def list_industry(
    page: int = Query(1, description="页码"),
    page_size: int = Query(10, description="每页数量"),
@ -25,7 +26,7 @@ async def list_industry(
    return SuccessExtra(data=data, total=total, page=page, page_size=page_size)


-@router.get("/get", summary="查看行业详情")
+@router.get("/get", summary="查看行业详情", response_model=BasicResponse[IndustryResponse])
 async def get_industry(
    id: int = Query(..., description="行业 ID"),
 ):
@ -34,7 +35,7 @@ async def get_industry(
    return Success(data=data)


-@router.post("/create", summary="创建行业")
+@router.post("/create", summary="创建行业", response_model=BasicResponse[MessageOut])
 async def create_industry(
    industry_in: IndustryCreate,
 ):
@ -46,7 +47,7 @@ async def create_industry(
    return Success(msg="创建成功")


-@router.post("/update", summary="更新行业")
+@router.post("/update", summary="更新行业", response_model=BasicResponse[MessageOut])
 async def update_industry(
    industry_in: IndustryUpdate,
 ):
@ -60,7 +61,7 @@ async def update_industry(
    return Success(msg="更新成功")


-@router.delete("/delete", summary="删除行业")
+@router.delete("/delete", summary="删除行业", response_model=BasicResponse[MessageOut])
 async def delete_industry(
    industry_id: int = Query(..., description="行业 ID"),
 ):
--- a/app/api/v1/invoice/init.py
+++ b/app/api/v1/invoice/init.py
@ -0,0 +1,3 @@
+from .invoice import invoice_router
+
+__all__ = ["invoice_router"]
--- a/app/api/v1/invoice/invoice.py
+++ b/app/api/v1/invoice/invoice.py
@ -0,0 +1,183 @@
+from fastapi import APIRouter, Query, Depends, Header, HTTPException
+from typing import Optional
+
+from app.schemas.base import Success, SuccessExtra, BasicResponse, PageResponse, MessageOut
+from app.schemas.invoice import (
+    InvoiceCreate,
+    InvoiceUpdate,
+    UpdateStatus,
+    UpdateType,
+    InvoiceHeaderCreate,
+    InvoiceHeaderUpdate,
+    PaymentReceiptCreate,
+    AppCreateInvoiceWithReceipt,
+    InvoiceOut,
+    InvoiceList,
+    InvoiceHeaderOut,
+    PaymentReceiptOut,
+)
+from app.controllers.invoice import invoice_controller
+from app.utils.app_user_jwt import get_current_app_user
+from app.core.dependency import DependAuth, DependPermission
+from app.models.user import AppUser
+from app.models.invoice import InvoiceHeader
+
+
+invoice_router = APIRouter(tags=["发票管理"])
+
+
+@invoice_router.get("/list", summary="获取发票列表", response_model=PageResponse[InvoiceOut], dependencies=[DependAuth, DependPermission])
+async def list_invoices(
+    phone: Optional[str] = Query(None),
+    company_name: Optional[str] = Query(None),
+    tax_number: Optional[str] = Query(None),
+    status: Optional[str] = Query(None),
+    ticket_type: Optional[str] = Query(None),
+    invoice_type: Optional[str] = Query(None),
+    user_id: Optional[int] = Query(None, description="按App用户ID过滤"),
+    page: int = Query(1, ge=1),
+    page_size: int = Query(10, ge=1, le=100),
+):
+    """
+    发票列表查询
+    参数支持按手机号、公司名称、税号、状态、发票类型进行筛选
+    返回分页结构
+    """
+    result = await invoice_controller.list(
+        page=page,
+        page_size=page_size,
+        phone=phone,
+        company_name=company_name,
+        tax_number=tax_number,
+        status=status,
+        ticket_type=ticket_type,
+        invoice_type=invoice_type,
+        app_user_id=user_id,
+    )
+    return SuccessExtra(
+        data=result.items, total=result.total, page=result.page, page_size=result.page_size, msg="获取成功"
+    )
+
+
+@invoice_router.get("/detail", summary="发票详情", response_model=BasicResponse[InvoiceOut], dependencies=[DependAuth, DependPermission])
+async def invoice_detail(id: int = Query(...)):
+    """
+    根据ID获取发票详情
+    """
+    out = await invoice_controller.get_out(id)
+    if not out:
+        return Success(data={}, msg="未找到")
+    return Success(data=out, msg="获取成功")
+
+
+@invoice_router.post("/create", summary="创建发票", response_model=BasicResponse[InvoiceOut], dependencies=[DependAuth, DependPermission])
+async def create_invoice(data: InvoiceCreate):
+    """
+    创建发票记录
+    """
+    inv = await invoice_controller.create(data)
+    out = await invoice_controller.get_out(inv.id)
+    return Success(data=out, msg="创建成功")
+
+
+@invoice_router.post("/update", summary="更新发票", response_model=BasicResponse[InvoiceOut], dependencies=[DependAuth, DependPermission])
+async def update_invoice(data: InvoiceUpdate, id: int = Query(...)):
+    """
+    更新发票记录
+    """
+    updated = await invoice_controller.update(id, data)
+    out = await invoice_controller.get_out(id) if updated else None
+    return Success(data=out or {}, msg="更新成功" if updated else "未找到")
+
+
+@invoice_router.delete("/delete", summary="删除发票", response_model=BasicResponse[MessageOut], dependencies=[DependAuth, DependPermission])
+async def delete_invoice(id: int = Query(...)):
+    """
+    删除发票记录
+    """
+    try:
+        await invoice_controller.remove(id)
+        ok = True
+    except Exception:
+        ok = False
+    return Success(data={"deleted": ok}, msg="删除成功" if ok else "未找到")
+
+
+@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|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")
+
+
+
+
+@invoice_router.post("/{id}/receipt", summary="上传付款凭证", response_model=BasicResponse[dict], dependencies=[DependAuth, DependPermission])
+async def upload_payment_receipt(id: int, data: PaymentReceiptCreate):
+    """
+    上传对公转账付款凭证
+    """
+    receipt = await invoice_controller.create_receipt(id, data)
+    detail = await invoice_controller.get_receipt_by_id(receipt.id)
+    return Success(data=detail, msg="上传成功")
+
+
+@invoice_router.get("/headers", summary="发票抬头列表", response_model=PageResponse[InvoiceHeaderOut], dependencies=[DependAuth, DependPermission])
+async def get_invoice_headers(
+    app_user_id: Optional[int] = Query(None, description="按App用户ID过滤"),
+    user_id: Optional[int] = Query(None, description="按App用户ID过滤(兼容参数)"),
+    page: int = Query(1, ge=1),
+    page_size: int = Query(10, ge=1, le=100),
+):
+    """
+    管理端抬头列表（管理员token）：支持按 App 用户过滤与分页。
+    """
+    uid = app_user_id if app_user_id is not None else user_id
+    qs = InvoiceHeader.all()
+    if uid is not None:
+        qs = qs.filter(app_user_id=uid)
+    total = await qs.count()
+    rows = await qs.order_by("-created_at").offset((page - 1) * page_size).limit(page_size)
+    items = [InvoiceHeaderOut.model_validate(r) for r in rows]
+    return SuccessExtra(data=[i.model_dump() for i in items], total=total, page=page, page_size=page_size, msg="获取成功")
+
+
+@invoice_router.get("/headers/{id}", summary="发票抬头详情", response_model=BasicResponse[InvoiceHeaderOut], dependencies=[DependAuth, DependPermission])
+async def get_invoice_header_by_id(id: int):
+    """
+    获取发票抬头详情
+    """
+    header = await invoice_controller.get_header_by_id(id)
+    return Success(data=header or {}, msg="获取成功" if header else "未找到")
+
+
+@invoice_router.post("/headers", summary="新增发票抬头", response_model=BasicResponse[InvoiceHeaderOut], dependencies=[DependAuth, DependPermission])
+async def create_invoice_header(data: InvoiceHeaderCreate, app_user_id: Optional[int] = Query(None)):
+    """
+    新增发票抬头
+    """
+    header = await invoice_controller.create_header(user_id=app_user_id, data=data)
+    return Success(data=header, msg="创建成功")
+
+
+@invoice_router.put("/{id}/type", summary="更新发票类型", response_model=BasicResponse[InvoiceOut], dependencies=[DependAuth, DependPermission])
+async def update_invoice_type(id: int, data: UpdateType):
+    """
+    更新发票的电子/纸质与专票/普票类型
+    """
+    out = await invoice_controller.update_type(id, data)
+    return Success(data=out or {}, msg="更新成功" if out else "未找到")
+
+
+@invoice_router.delete("/headers/{id}", summary="删除发票抬头", response_model=BasicResponse[MessageOut], dependencies=[DependAuth, DependPermission])
+async def delete_invoice_header(id: int):
+    ok = await invoice_controller.delete_header(id)
+    return Success(msg="删除成功" if ok else "未找到")
+
+
+@invoice_router.put("/headers/{id}", summary="更新发票抬头", response_model=BasicResponse[InvoiceHeaderOut], dependencies=[DependAuth, DependPermission])
+async def update_invoice_header(id: int, data: InvoiceHeaderUpdate):
+    header = await invoice_controller.update_header(id, data)
+    return Success(data=header or {}, msg="更新成功" if header else "未找到")
--- a/app/api/v1/menus/menus.py
+++ b/app/api/v1/menus/menus.py
@ -3,7 +3,8 @@ import logging
 from fastapi import APIRouter, Query

 from app.controllers.menu import menu_controller
-from app.schemas.base import Fail, Success, SuccessExtra
+from app.schemas.base import Fail, Success, SuccessExtra, BasicResponse, PageResponse, MessageOut
+from app.schemas.menus import BaseMenu
 from app.schemas.menus import *

 logger = logging.getLogger(__name__)
@ -11,7 +12,7 @@ logger = logging.getLogger(__name__)
 router = APIRouter()


-@router.get("/list", summary="查看菜单列表")
+@router.get("/list", summary="查看菜单列表", response_model=PageResponse[BaseMenu])
 async def list_menu(
    page: int = Query(1, description="页码"),
    page_size: int = Query(10, description="每页数量"),
@ -28,7 +29,7 @@ async def list_menu(
    return SuccessExtra(data=res_menu, total=len(res_menu), page=page, page_size=page_size)


-@router.get("/get", summary="查看菜单")
+@router.get("/get", summary="查看菜单", response_model=BasicResponse[BaseMenu])
 async def get_menu(
    menu_id: int = Query(..., description="菜单id"),
 ):
@ -36,7 +37,7 @@ async def get_menu(
    return Success(data=result)


-@router.post("/create", summary="创建菜单")
+@router.post("/create", summary="创建菜单", response_model=BasicResponse[MessageOut])
 async def create_menu(
    menu_in: MenuCreate,
 ):
@ -44,7 +45,7 @@ async def create_menu(
    return Success(msg="Created Success")


-@router.post("/update", summary="更新菜单")
+@router.post("/update", summary="更新菜单", response_model=BasicResponse[MessageOut])
 async def update_menu(
    menu_in: MenuUpdate,
 ):
@ -52,7 +53,7 @@ async def update_menu(
    return Success(msg="Updated Success")


-@router.delete("/delete", summary="删除菜单")
+@router.delete("/delete", summary="删除菜单", response_model=BasicResponse[MessageOut])
 async def delete_menu(
    id: int = Query(..., description="菜单id"),
 ):
--- a/app/api/v1/policy/policy.py
+++ b/app/api/v1/policy/policy.py
@ -3,12 +3,14 @@ from tortoise.expressions import Q

 from app.controllers.policy import policy_controller
 from app.schemas import Success, SuccessExtra
+from app.schemas.base import BasicResponse, PageResponse, MessageOut
+from app.schemas.policy import PolicyResponse
 from app.schemas.policy import PolicyCreate, PolicyUpdate, PolicyResponse

 router = APIRouter(tags=["政策管理"])


-@router.get("/list", summary="查看政策列表")
+@router.get("/list", summary="查看政策列表", response_model=PageResponse[PolicyResponse])
 async def list_policy(
    page: int = Query(1, description="页码"),
    page_size: int = Query(10, description="每页数量"),
@ -28,7 +30,7 @@ async def list_policy(
    return SuccessExtra(data=data, total=total, page=page, page_size=page_size)


-@router.get("/get", summary="查看政策详情")
+@router.get("/get", summary="查看政策详情", response_model=BasicResponse[PolicyResponse])
 async def get_policy(
    id: int = Query(..., description="政策 ID"),
 ):
@ -37,7 +39,7 @@ async def get_policy(
    return Success(data=data)


-@router.post("/create", summary="创建政策")
+@router.post("/create", summary="创建政策", response_model=BasicResponse[MessageOut])
 async def create_policy(
    policy_in: PolicyCreate,
 ):
@ -49,7 +51,7 @@ async def create_policy(
    return Success(msg="创建成功")


-@router.post("/update", summary="更新政策")
+@router.post("/update", summary="更新政策", response_model=BasicResponse[MessageOut])
 async def update_policy(
    policy_in: PolicyUpdate,
 ):
@ -63,7 +65,7 @@ async def update_policy(
    return Success(msg="更新成功")


-@router.delete("/delete", summary="删除政策")
+@router.delete("/delete", summary="删除政策", response_model=BasicResponse[MessageOut])
 async def delete_policy(
    policy_id: int = Query(..., description="政策 ID"),
 ):
--- a/app/api/v1/roles/roles.py
+++ b/app/api/v1/roles/roles.py
@ -5,14 +5,15 @@ from fastapi.exceptions import HTTPException
 from tortoise.expressions import Q

 from app.controllers import role_controller
-from app.schemas.base import Success, SuccessExtra
+from app.schemas.base import Success, SuccessExtra, BasicResponse, PageResponse, MessageOut
+from app.schemas.roles import BaseRole
 from app.schemas.roles import *

 logger = logging.getLogger(__name__)
 router = APIRouter()


-@router.get("/list", summary="查看角色列表")
+@router.get("/list", summary="查看角色列表", response_model=PageResponse[BaseRole])
 async def list_role(
    page: int = Query(1, description="页码"),
    page_size: int = Query(10, description="每页数量"),
@ -26,7 +27,7 @@ async def list_role(
    return SuccessExtra(data=data, total=total, page=page, page_size=page_size)


-@router.get("/get", summary="查看角色")
+@router.get("/get", summary="查看角色", response_model=BasicResponse[BaseRole])
 async def get_role(
    role_id: int = Query(..., description="角色ID"),
 ):
@ -34,7 +35,7 @@ async def get_role(
    return Success(data=await role_obj.to_dict())


-@router.post("/create", summary="创建角色")
+@router.post("/create", summary="创建角色", response_model=BasicResponse[MessageOut])
 async def create_role(role_in: RoleCreate):
    if await role_controller.is_exist(name=role_in.name):
        raise HTTPException(
@ -45,13 +46,13 @@ async def create_role(role_in: RoleCreate):
    return Success(msg="Created Successfully")


-@router.post("/update", summary="更新角色")
+@router.post("/update", summary="更新角色", response_model=BasicResponse[MessageOut])
 async def update_role(role_in: RoleUpdate):
    await role_controller.update(id=role_in.id, obj_in=role_in)
    return Success(msg="Updated Successfully")


-@router.delete("/delete", summary="删除角色")
+@router.delete("/delete", summary="删除角色", response_model=BasicResponse[MessageOut])
 async def delete_role(
    role_id: int = Query(..., description="角色ID"),
 ):
@ -59,14 +60,14 @@ async def delete_role(
    return Success(msg="Deleted Success")


-@router.get("/authorized", summary="查看角色权限")
+@router.get("/authorized", summary="查看角色权限", response_model=BasicResponse[BaseRole])
 async def get_role_authorized(id: int = Query(..., description="角色ID")):
    role_obj = await role_controller.get(id=id)
    data = await role_obj.to_dict(m2m=True)
    return Success(data=data)


-@router.post("/authorized", summary="更新角色权限")
+@router.post("/authorized", summary="更新角色权限", response_model=BasicResponse[MessageOut])
 async def update_role_authorized(role_in: RoleUpdateMenusApis):
    role_obj = await role_controller.get(id=role_in.id)
    await role_controller.update_roles(role=role_obj, menu_ids=role_in.menu_ids, api_infos=role_in.api_infos)
--- a/app/api/v1/sms/sms.py
+++ b/app/api/v1/sms/sms.py
@ -0,0 +1,224 @@
+from fastapi import APIRouter, HTTPException, status, Depends
+from pydantic import BaseModel, Field
+from typing import Optional
+import time
+
+from app.services.sms_client import sms_client
+from app.services.rate_limiter import PhoneRateLimiter
+from app.services.sms_store import store
+from app.core.dependency import DependAuth
+from app.log import logger
+from app.schemas.app_user import AppUserInfoOut, AppUserJWTOut
+from app.schemas.base import BasicResponse, Success
+
+
+class SendCodeRequest(BaseModel):
+    phone: str = Field(...)
+
+
+class SendReportRequest(BaseModel):
+    phone: str = Field(...)
+
+
+class VerifyCodeRequest(BaseModel):
+    phone: str = Field(...)
+    code: str = Field(...)
+
+
+class SendResponse(BaseModel):
+    status: str = Field(..., description="发送状态")
+    message: str = Field(..., description="说明")
+    request_id: Optional[str] = Field(None, description="请求ID")
+
+
+class VerifyResponse(BaseModel):
+    status: str = Field(..., description="验证状态")
+    message: str = Field(..., description="说明")
+
+
+class SMSLoginResponse(BaseModel):
+    user: AppUserInfoOut
+    token: AppUserJWTOut
+
+
+rate_limiter = PhoneRateLimiter(60)
+router = APIRouter(tags=["短信服务"])
+
+
+@router.post("/send-code", response_model=BasicResponse[dict], summary="验证码发送")
+async def send_code(payload: SendCodeRequest) -> BasicResponse[dict]:
+    """发送验证码短信
+
+    Args:
+        payload: 请求体，含手机号与验证码
+
+    Returns:
+        发送结果响应
+    """
+    ok, reason = store.allow_send(payload.phone)
+    if not ok:
+        raise HTTPException(status_code=status.HTTP_429_TOO_MANY_REQUESTS, detail=str(reason))
+    try:
+        otp = store.generate_code()
+        store.set_code(payload.phone, otp)
+        from app.settings import settings
+        if settings.SMS_DEBUG_LOG_CODE:
+            logger.info("sms.code generated phone={} code={}", payload.phone, otp)
+        res = sms_client.send_code(payload.phone, otp)
+        code = res.get("Code") or res.get("ResponseCode")
+        rid = res.get("RequestId") or res.get("MessageId")
+        if code == "OK":
+            logger.info("sms.send_code success phone={} request_id={}", payload.phone, rid)
+            return Success(
+                data={
+                    "status": "OK",
+                    "message": "sent",
+                    "request_id": str(rid) if rid else None,
+                }
+            )
+        msg = res.get("Message") or res.get("ResponseDescription") or "error"
+        logger.warning("sms.send_code fail phone={} code={} msg={}", payload.phone, code, msg)
+        raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail=str(msg))
+    except HTTPException:
+        raise
+    except Exception as e:
+        logger.error("sms.send_code exception err={}", repr(e))
+        raise HTTPException(status_code=status.HTTP_500_INTERNAL_SERVER_ERROR, detail="短信服务异常")
+
+
+@router.post("/send-report", response_model=BasicResponse[dict], summary="报告通知发送", dependencies=[DependAuth])
+async def send_report(payload: SendReportRequest) -> BasicResponse[dict]:
+    """发送报告通知短信
+
+    Args:
+        payload: 请求体，含手机号
+
+    Returns:
+        发送结果响应
+    """
+    ok, reason = store.allow_send(payload.phone)
+    if not ok:
+        raise HTTPException(status_code=status.HTTP_429_TOO_MANY_REQUESTS, detail=str(reason))
+    try:
+        res = sms_client.send_report(payload.phone)
+        code = res.get("Code") or res.get("ResponseCode")
+        rid = res.get("RequestId") or res.get("MessageId")
+        if code == "OK":
+            logger.info("sms.send_report success phone={} request_id={}", payload.phone, rid)
+            return Success(
+                data={
+                    "status": "OK",
+                    "message": "sent",
+                    "request_id": str(rid) if rid else None,
+                }
+            )
+        msg = res.get("Message") or res.get("ResponseDescription") or "error"
+        logger.warning("sms.send_report fail phone={} code={} msg={}", payload.phone, code, msg)
+        raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail=str(msg))
+    except HTTPException:
+        raise
+    except Exception as e:
+        logger.error("sms.send_report exception err={}", repr(e))
+        raise HTTPException(status_code=status.HTTP_502_BAD_GATEWAY, detail="短信服务异常")
+
+
+@router.post("/verify-code", summary="验证码验证", response_model=BasicResponse[dict])
+async def verify_code(payload: VerifyCodeRequest) -> BasicResponse[dict]:
+    """验证验证码
+
+    Args:
+        payload: 请求体，含手机号与验证码
+
+    Returns:
+        验证结果字典
+    """
+    from app.settings import settings
+    if settings.SMS_BYPASS_CODE and payload.code == settings.SMS_BYPASS_CODE:
+        logger.info("sms.verify_code bypass phone={}", payload.phone)
+        store.mark_verified(payload.phone)
+        return Success(data={"status": "OK", "message": "verified"})
+    ok, reason = store.can_verify(payload.phone)
+    if not ok:
+        raise HTTPException(status_code=status.HTTP_423_LOCKED, detail=str(reason))
+    record = store.get_code(payload.phone)
+    if not record:
+        raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail="验证码已过期")
+    code, expires_at = record
+    if time.time() > expires_at:
+        store.clear_code(payload.phone)
+        raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail="验证码已过期")
+    if payload.code != code:
+        count, locked = store.record_verify_failure(payload.phone)
+        if locked:
+            raise HTTPException(status_code=status.HTTP_423_LOCKED, detail="尝试次数过多，已锁定")
+        raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail="验证码错误")
+    store.clear_code(payload.phone)
+    store.reset_failures(payload.phone)
+    logger.info("sms.verify_code success phone={}", payload.phone)
+    store.mark_verified(payload.phone)
+    return Success(data={"status": "OK", "message": "verified"})
+
+
+class SMSLoginRequest(BaseModel):
+    phone_number: str = Field(...)
+    verification_code: str = Field(...)
+    device_id: Optional[str] = Field(None)
+
+
+@router.post("/login", summary="短信验证码登录", response_model=BasicResponse[dict])
+async def sms_login(payload: SMSLoginRequest) -> BasicResponse[dict]:
+    from app.settings import settings
+    bypass = settings.SMS_BYPASS_CODE and payload.verification_code == settings.SMS_BYPASS_CODE
+    if not bypass:
+        ok, reason = store.can_verify(payload.phone_number)
+        if not ok:
+            raise HTTPException(status_code=status.HTTP_423_LOCKED, detail=str(reason))
+        record = store.get_code(payload.phone_number)
+        if not record:
+            raise HTTPException(status_code=status.HTTP_401_UNAUTHORIZED, detail="验证码过期")
+        code, expires_at = record
+        if time.time() > expires_at:
+            store.clear_code(payload.phone_number)
+            raise HTTPException(status_code=status.HTTP_401_UNAUTHORIZED, detail="验证码过期")
+        if payload.verification_code != code:
+            count, locked = store.record_verify_failure(payload.phone_number)
+            if locked:
+                raise HTTPException(status_code=status.HTTP_423_LOCKED, detail="尝试次数过多，已锁定")
+            raise HTTPException(status_code=status.HTTP_401_UNAUTHORIZED, detail="验证码错误")
+
+    from app.controllers.app_user import app_user_controller
+    from app.schemas.app_user import AppUserRegisterSchema, AppUserInfoOut, AppUserJWTOut
+    from app.utils.app_user_jwt import create_app_user_access_token, ACCESS_TOKEN_EXPIRE_MINUTES
+
+    user = await app_user_controller.get_user_by_phone(payload.phone_number)
+    if user is None:
+        user = await app_user_controller.register(AppUserRegisterSchema(phone=payload.phone_number))
+    await app_user_controller.update_last_login(user.id)
+
+    access_token = create_app_user_access_token(user_id=user.id, phone=user.phone)
+    if not bypass:
+        store.clear_code(payload.phone_number)
+        store.reset_failures(payload.phone_number)
+    logger.info("sms.login success phone={}", payload.phone_number)
+
+    user_info = AppUserInfoOut(
+        id=user.id,
+        phone=user.phone,
+        nickname=getattr(user, "alias", None),
+        avatar=None,
+        company_name=user.company_name,
+        company_address=user.company_address,
+        company_contact=user.company_contact,
+        company_phone=user.company_phone,
+        company_email=user.company_email,
+        is_active=user.is_active,
+        last_login=user.last_login,
+        created_at=user.created_at,
+        updated_at=user.updated_at,
+        remaining_quota=user.remaining_quota,
+    )
+    token_out = AppUserJWTOut(access_token=access_token, expires_in=ACCESS_TOKEN_EXPIRE_MINUTES)
+    return Success(data={"user": user_info.model_dump(), "token": token_out.model_dump()})
+class VerifyCodeRequest(BaseModel):
+    phone: str = Field(...)
+    code: str = Field(...)
--- a/app/api/v1/transactions/init.py
+++ b/app/api/v1/transactions/init.py
@ -0,0 +1,3 @@
+from .transactions import transactions_router
+
+__all__ = ["transactions_router"]
--- a/app/api/v1/transactions/transactions.py
+++ b/app/api/v1/transactions/transactions.py
@ -0,0 +1,173 @@
+from fastapi import APIRouter, Query, UploadFile, File, HTTPException
+from typing import Optional
+
+from app.schemas.base import Success, SuccessExtra, PageResponse, BasicResponse
+from app.schemas.invoice import PaymentReceiptOut
+from app.controllers.invoice import invoice_controller
+from app.models.invoice import PaymentReceipt
+from fastapi import Body
+from app.schemas.transactions import SendEmailRequest, SendEmailResponse
+from app.services.email_client import email_client
+from app.models.invoice import EmailSendLog
+from app.settings.config import settings
+from app.log.log import logger
+import httpx
+
+
+transactions_router = APIRouter(tags=["交易管理"])
+
+
+@transactions_router.get("/receipts", summary="对公转账记录列表", response_model=PageResponse[PaymentReceiptOut])
+async def list_receipts(
+    phone: Optional[str] = Query(None),
+    wechat: Optional[str] = Query(None),
+    company_name: Optional[str] = Query(None),
+    tax_number: Optional[str] = Query(None),
+    status: Optional[str] = Query(None),
+    ticket_type: Optional[str] = Query(None),
+    invoice_type: Optional[str] = Query(None),
+    created_at: Optional[list[int]] = Query(None),
+    submitted_start: Optional[str] = Query(None),
+    submitted_end: Optional[str] = Query(None),
+    page: int = Query(1, ge=1),
+    page_size: int = Query(10, ge=1, le=100),
+):
+    """
+    对公转账记录列表（含提交时间、凭证与关联企业信息）
+    """
+    result = await invoice_controller.list_receipts(
+        page=page,
+        page_size=page_size,
+        phone=phone,
+        wechat=wechat,
+        company_name=company_name,
+        tax_number=tax_number,
+        status=status,
+        ticket_type=ticket_type,
+        invoice_type=invoice_type,
+        created_at=created_at,
+        submitted_start=submitted_start,
+        submitted_end=submitted_end,
+    )
+    return SuccessExtra(
+        data=result["items"],
+        total=result["total"],
+        page=result["page"],
+        page_size=result["page_size"],
+        msg="获取成功",
+    )
+
+
+@transactions_router.get("/receipts/{id}", summary="对公转账记录详情", response_model=BasicResponse[PaymentReceiptOut])
+async def get_receipt_detail(id: int):
+    """
+    对公转账记录详情
+    """
+    data = await invoice_controller.get_receipt_by_id(id)
+    return Success(data=data or {}, msg="获取成功" if data else "未找到")
+
+
+
+    
+@transactions_router.post("/send-email", summary="发送邮件", response_model=BasicResponse[SendEmailResponse])
+async def send_email(payload: SendEmailRequest = Body(...)):
+
+    attachments = []
+    urls = []
+    try:
+        domain = payload.email.split("@")[-1]
+        import dns.resolver
+        try:
+            dns.resolver.resolve(domain, "MX")
+        except Exception:
+            dns.resolver.resolve(domain, "A")
+    except Exception:
+        raise HTTPException(status_code=400, detail="收件方地址域名不可用或未正确解析")
+    if payload.file_urls:
+        urls.extend([u.strip().strip('`') for u in payload.file_urls if isinstance(u, str)])
+    if payload.file_url:
+        if isinstance(payload.file_url, str):
+            urls.append(payload.file_url.strip().strip('`'))
+        elif isinstance(payload.file_url, list):
+            urls.extend([u.strip().strip('`') for u in payload.file_url if isinstance(u, str)])
+    if urls:
+        try:
+            async with httpx.AsyncClient(timeout=10) as client:
+                for u in urls:
+                    r = await client.get(u)
+                    r.raise_for_status()
+                    attachments.append((r.content, u.split("/")[-1]))   
+        except Exception as e:
+            raise HTTPException(status_code=400, detail=f"附件下载失败: {e}")
+
+    logger.info("transactions.email_send_start email={} subject={}", payload.email, payload.subject or "")
+    try:
+        result = email_client.send_many(payload.email, payload.subject, payload.body, attachments)
+    except RuntimeError as e:
+        result = {"status": "FAIL", "error": str(e)}
+    except Exception as e:
+        result = {"status": "FAIL", "error": str(e)}
+
+    body_summary = payload.body
+    status = result.get("status")
+    error = result.get("error")
+    first_name = attachments[0][1] if attachments else None
+    first_url = urls[0] if urls else None
+    log = await EmailSendLog.create(
+        email=payload.email,
+        subject=payload.subject,    
+        body_summary=body_summary,
+        file_name=first_name,
+        file_url=first_url,
+        status=status,
+        error=error,
+    )
+    if status == "OK":
+        logger.info("transactions.email_send_ok email={}", payload.email)
+    else:
+        logger.error("transactions.email_send_fail email={} err={}", payload.email, error)
+
+    if payload.receipt_id:
+        try:
+            r = await PaymentReceipt.filter(id=payload.receipt_id).first()
+            if r:
+                try:
+                    inv = await r.invoice
+                    if inv:
+                        s = str(payload.status or "").lower()
+                        if s in {"invoiced", "success"}:
+                            target = "invoiced"
+                        elif s in {"refunded", "rejected", "pending"}:
+                            target = s
+                        else:
+                            target = "invoiced"
+                        inv.status = target
+                        await inv.save()
+                        logger.info("transactions.invoice_status_updated receipt_id={} invoice_id={} status={}", payload.receipt_id, inv.id, target)
+                except Exception as e2:
+                    logger.warning("transactions.invoice_status_update_fail receipt_id={} err={}", payload.receipt_id, str(e2))
+        except Exception as e:
+            logger.error("transactions.email_extra_save_fail id={} err={}", payload.receipt_id, str(e))
+
+    return Success(data={"status": status, "log_id": log.id, "error": error}, msg="发送成功" if status == "OK" else "发送失败")
+
+
+@transactions_router.get("/smtp-config", summary="SMTP配置状态", response_model=BasicResponse[dict])
+async def smtp_config_status():
+    configured = all([
+        settings.SMTP_HOST,
+        settings.SMTP_PORT,
+        settings.SMTP_FROM,
+        settings.SMTP_USERNAME,
+        settings.SMTP_PASSWORD,
+    ])
+    data = {
+        "host": bool(settings.SMTP_HOST),
+        "port": bool(settings.SMTP_PORT),
+        "from": bool(settings.SMTP_FROM),
+        "username": bool(settings.SMTP_USERNAME),
+        "password": bool(settings.SMTP_PASSWORD),
+        "tls": settings.SMTP_TLS,
+        "configured": configured,
+    }
+    return Success(data=data, msg="OK")
--- a/app/api/v1/upload/upload.py
+++ b/app/api/v1/upload/upload.py
@ -1,14 +1,11 @@
 from fastapi import APIRouter, UploadFile, File
 from app.controllers.upload import UploadController
-from app.schemas.upload import ImageUploadResponse
+from app.schemas.upload import ImageUploadResponse, FileUploadResponse
+from app.schemas.base import BasicResponse, Success

 router = APIRouter()

-@router.post("/image", response_model=ImageUploadResponse, summary="上传图片")
-async def upload_image(file: UploadFile = File(...)) -> ImageUploadResponse:
-    """
-    上传图片接口
-    :param file: 图片文件
-    :return: 图片URL和文件名
-    """
-    return await UploadController.upload_image(file)
+@router.post("/file", response_model=BasicResponse[dict], summary="统一上传接口")
+async def upload(file: UploadFile = File(...)) -> BasicResponse[dict]:
+    res = await UploadController.upload_any(file)
+    return Success(data={"url": res.url, "filename": res.filename, "content_type": res.content_type})
--- a/app/api/v1/users/users.py
+++ b/app/api/v1/users/users.py
@ -5,7 +5,8 @@ from tortoise.expressions import Q

 from app.controllers.dept import dept_controller
 from app.controllers.user import user_controller
-from app.schemas.base import Fail, Success, SuccessExtra
+from app.schemas.base import Fail, Success, SuccessExtra, BasicResponse, PageResponse, MessageOut
+from app.schemas.users import BaseUser
 from app.schemas.users import *

 logger = logging.getLogger(__name__)
@ -13,7 +14,7 @@ logger = logging.getLogger(__name__)
 router = APIRouter()


-@router.get("/list", summary="查看用户列表")
+@router.get("/list", summary="查看用户列表", response_model=PageResponse[BaseUser])
 async def list_user(
    page: int = Query(1, description="页码"),
    page_size: int = Query(10, description="每页数量"),
@ -37,7 +38,7 @@ async def list_user(
    return SuccessExtra(data=data, total=total, page=page, page_size=page_size)


-@router.get("/get", summary="查看用户")
+@router.get("/get", summary="查看用户", response_model=BasicResponse[BaseUser])
 async def get_user(
    user_id: int = Query(..., description="用户ID"),
 ):
@ -46,7 +47,7 @@ async def get_user(
    return Success(data=user_dict)


-@router.post("/create", summary="创建用户")
+@router.post("/create", summary="创建用户", response_model=BasicResponse[MessageOut])
 async def create_user(
    user_in: UserCreate,
 ):
@ -58,7 +59,7 @@ async def create_user(
    return Success(msg="Created Successfully")


-@router.post("/update", summary="更新用户")
+@router.post("/update", summary="更新用户", response_model=BasicResponse[MessageOut])
 async def update_user(
    user_in: UserUpdate,
 ):
@ -67,7 +68,7 @@ async def update_user(
    return Success(msg="Updated Successfully")


-@router.delete("/delete", summary="删除用户")
+@router.delete("/delete", summary="删除用户", response_model=BasicResponse[MessageOut])
 async def delete_user(
    user_id: int = Query(..., description="用户ID"),
 ):
@ -75,7 +76,7 @@ async def delete_user(
    return Success(msg="Deleted Successfully")


-@router.post("/reset_password", summary="重置密码")
+@router.post("/reset_password", summary="重置密码", response_model=BasicResponse[MessageOut])
 async def reset_password(user_id: int = Body(..., description="用户ID", embed=True)):
    await user_controller.reset_password(user_id)
    return Success(msg="密码已重置为123456")
--- a/app/api/v1/valuations/valuations.py
+++ b/app/api/v1/valuations/valuations.py
@ -1,5 +1,5 @@
 from fastapi import APIRouter, HTTPException, Query, Depends
-from typing import Optional
+from typing import Optional, List

 from app.controllers.valuation import valuation_controller
 from app.schemas.valuation import (
@ -9,15 +9,16 @@ from app.schemas.valuation import (
    ValuationAssessmentList,
    ValuationAssessmentQuery,
    ValuationApprovalRequest,
-    ValuationAdminNotesUpdate
+    ValuationAdminNotesUpdate,
+    ValuationCalculationStepOut
 )
-from app.schemas.base import Success, SuccessExtra
+from app.schemas.base import Success, SuccessExtra, BasicResponse, PageResponse
 from app.core.ctx import CTX_USER_ID

 valuations_router = APIRouter(tags=["估值评估"])


-@valuations_router.post("/", summary="创建估值评估")
+@valuations_router.post("/", summary="创建估值评估", response_model=BasicResponse[ValuationAssessmentOut])
 async def create_valuation(data: ValuationAssessmentCreate):
    """创建新的估值评估记录"""
    try:
@ -25,37 +26,78 @@ async def create_valuation(data: ValuationAssessmentCreate):
        user_id = CTX_USER_ID.get()
        print(user_id)
        result = await valuation_controller.create(data, user_id)
-        return Success(data=result, msg="创建成功")
+        import json
+        return Success(data=json.loads(result.model_dump_json()), msg="创建成功")
    except Exception as e:
        raise HTTPException(status_code=400, detail=f"创建失败: {str(e)}")


-@valuations_router.get("/statistics/overview", summary="获取统计信息")
+@valuations_router.get("/statistics/overview", summary="获取统计信息", response_model=BasicResponse[dict])
 async def get_statistics():
    """获取估值评估统计信息"""
    result = await valuation_controller.get_statistics()
    return Success(data=result, msg="获取统计信息成功")


-@valuations_router.get("/{valuation_id}", summary="获取估值评估详情")
+@valuations_router.get("/{valuation_id}", summary="获取估值评估详情", response_model=BasicResponse[ValuationAssessmentOut])
 async def get_valuation(valuation_id: int):
    """根据ID获取估值评估详情"""
    result = await valuation_controller.get_by_id(valuation_id)
    if not result:
        raise HTTPException(status_code=404, detail="估值评估记录不存在")
-    return Success(data=result, msg="获取成功")
+    import json
+    return Success(data=json.loads(result.model_dump_json()), msg="获取成功")


-@valuations_router.put("/{valuation_id}", summary="更新估值评估")
+@valuations_router.get("/{valuation_id}/steps", summary="获取估值计算步骤", response_model=BasicResponse[List[ValuationCalculationStepOut]])
+async def get_valuation_steps(valuation_id: int):
+    """根据估值ID获取所有计算步骤"""
+    steps = await valuation_controller.get_calculation_steps(valuation_id)
+    if not steps:
+        raise HTTPException(status_code=404, detail="未找到该估值的计算步骤")
+    import json
+    steps_out = [json.loads(step.model_dump_json()) for step in steps]
+    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"""
-    result = await valuation_controller.update(valuation_id, data)
+    result = await valuation_controller.update1(valuation_id, data)
    if not result:
        raise HTTPException(status_code=404, detail="估值评估记录不存在")
-    return Success(data=result, msg="更新成功")
+    import json
+    return Success(data=json.loads(result.model_dump_json()), msg="更新成功")


-@valuations_router.delete("/{valuation_id}", summary="删除估值评估")
+@valuations_router.delete("/{valuation_id}", summary="删除估值评估", response_model=BasicResponse[dict])
 async def delete_valuation(valuation_id: int):
    """软删除估值评估记录"""
    result = await valuation_controller.delete(valuation_id)
@ -64,7 +106,7 @@ async def delete_valuation(valuation_id: int):
    return Success(data={"deleted": True}, msg="删除成功")


-@valuations_router.get("/", summary="获取估值评估列表")
+@valuations_router.get("/", summary="获取估值评估列表", response_model=PageResponse[ValuationAssessmentOut])
 async def get_valuations(
    asset_name: Optional[str] = Query(None, description="资产名称"),
    institution: Optional[str] = Query(None, description="所属机构"),
@ -72,8 +114,14 @@ async def get_valuations(
    heritage_level: Optional[str] = Query(None, description="非遗等级"),
    status: Optional[str] = Query(None, description="评估状态"),
    is_active: Optional[bool] = Query(None, description="是否激活"),
+    phone: Optional[str] = Query(None, description="手机号模糊查询"),
+    submitted_start: Optional[str] = Query(None, description="提交时间开始（毫秒或ISO）"),
+    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）"),
    page: int = Query(1, ge=1, description="页码"),
-    size: int = Query(10, ge=1, le=100, description="每页数量")
+    size: int = Query(10, ge=1, le=100, description="每页数量"),
+    page_size: Optional[int] = Query(None, alias="page_size", ge=1, le=100, description="每页数量")
 ):
    """获取估值评估列表，支持筛选和分页"""
    query = ValuationAssessmentQuery(
@ -83,12 +131,19 @@ async def get_valuations(
        heritage_level=heritage_level,
        status=status,
        is_active=is_active,
+        phone=phone,
+        submitted_start=submitted_start,
+        submitted_end=submitted_end,
+        audited_start=audited_start,
+        audited_end=audited_end,
        page=page,
-        size=size
+        size=page_size if page_size is not None else size
    )
    result = await valuation_controller.get_list(query)
+    import json
+    items = [json.loads(item.model_dump_json()) for item in result.items]
    return SuccessExtra(
-        data=result.items,
+        data=items,
        total=result.total,
        page=result.page,
        page_size=result.size,
@ -97,16 +152,19 @@ async def get_valuations(
    )


-@valuations_router.get("/search/keyword", summary="搜索估值评估")
+@valuations_router.get("/search/keyword", summary="搜索估值评估", response_model=PageResponse[ValuationAssessmentOut])
 async def search_valuations(
    keyword: str = Query(..., description="搜索关键词"),
    page: int = Query(1, ge=1, description="页码"),
-    size: int = Query(10, ge=1, le=100, description="每页数量")
+    size: int = Query(10, ge=1, le=100, description="每页数量"),
+    page_size: Optional[int] = Query(None, alias="page_size", ge=1, le=100, description="每页数量")
 ):
    """根据关键词搜索估值评估记录"""
-    result = await valuation_controller.search(keyword, page, size)
+    result = await valuation_controller.search(keyword, page, page_size if page_size is not None else size)
+    import json
+    items = [json.loads(item.model_dump_json()) for item in result.items]
    return SuccessExtra(
-        data=result.items,
+        data=items,
        total=result.total,
        page=result.page,
        page_size=result.size,
@ -116,7 +174,7 @@ async def search_valuations(


 # 批量操作接口
-@valuations_router.post("/batch/delete", summary="批量删除估值评估")
+@valuations_router.post("/batch/delete", summary="批量删除估值评估", response_model=BasicResponse[dict])
 async def batch_delete_valuations(valuation_ids: list[int]):
    """批量软删除估值评估记录"""
    success_count = 0
@ -140,7 +198,7 @@ async def batch_delete_valuations(valuation_ids: list[int]):


 # 导出接口
-@valuations_router.get("/export/excel", summary="导出估值评估数据")
+@valuations_router.get("/export/excel", summary="导出估值评估数据", response_model=BasicResponse[dict])
 async def export_valuations(
    asset_name: Optional[str] = Query(None, description="资产名称"),
    institution: Optional[str] = Query(None, description="所属机构"),
@ -154,28 +212,31 @@ async def export_valuations(


 # 审核管理接口
-@valuations_router.post("/{valuation_id}/approve", summary="审核通过估值评估")
+@valuations_router.post("/{valuation_id}/approve", summary="审核通过估值评估", response_model=BasicResponse[ValuationAssessmentOut])
 async def approve_valuation(valuation_id: int, data: ValuationApprovalRequest):
    """审核通过估值评估"""
    result = await valuation_controller.approve_valuation(valuation_id, data.admin_notes)
    if not result:
        raise HTTPException(status_code=404, detail="估值评估记录不存在")
-    return Success(data=result, msg="审核通过成功")
+    import json
+    return Success(data=json.loads(result.model_dump_json()), msg="审核通过成功")


-@valuations_router.post("/{valuation_id}/reject", summary="审核拒绝估值评估")
+@valuations_router.post("/{valuation_id}/reject", summary="审核拒绝估值评估", response_model=BasicResponse[ValuationAssessmentOut])
 async def reject_valuation(valuation_id: int, data: ValuationApprovalRequest):
    """审核拒绝估值评估"""
    result = await valuation_controller.reject_valuation(valuation_id, data.admin_notes)
    if not result:
        raise HTTPException(status_code=404, detail="估值评估记录不存在")
-    return Success(data=result, msg="审核拒绝成功")
+    import json
+    return Success(data=json.loads(result.model_dump_json()), msg="审核拒绝成功")


-@valuations_router.put("/{valuation_id}/admin-notes", summary="更新管理员备注")
+@valuations_router.put("/{valuation_id}/admin-notes", summary="更新管理员备注", response_model=BasicResponse[ValuationAssessmentOut])
 async def update_admin_notes(valuation_id: int, data: ValuationAdminNotesUpdate):
    """更新管理员备注"""
    result = await valuation_controller.update_admin_notes(valuation_id, data.admin_notes)
    if not result:
        raise HTTPException(status_code=404, detail="估值评估记录不存在")
-    return Success(data=result, msg="管理员备注更新成功")
+    import json
+    return Success(data=json.loads(result.model_dump_json()), msg="管理员备注更新成功")
--- a/app/controllers/app_user.py
+++ b/app/controllers/app_user.py
@ -1,4 +1,5 @@
 from app.models.user import AppUser
+from app.models.user import AppUserQuotaLog
 from app.schemas.app_user import AppUserRegisterSchema, AppUserLoginSchema, AppUserUpdateSchema
 from app.utils.password import get_password_hash, verify_password
 from app.core.crud import CRUDBase
@ -20,6 +21,15 @@ class AppUserController(CRUDBase[AppUser, AppUserRegisterSchema, AppUserUpdateSc
        # 检查手机号是否已存在
        existing_user = await self.model.filter(phone=register_data.phone).first()
        if existing_user:
+            if getattr(existing_user, "is_deleted", False):
+                default_password = register_data.phone[-6:]
+                hashed_password = get_password_hash(default_password)
+                existing_user.is_deleted = False
+                existing_user.deleted_at = None
+                existing_user.is_active = True
+                existing_user.password = hashed_password
+                await existing_user.save()
+                return existing_user
            raise HTTPException(status_code=400, detail="手机号已存在")
        
        # 生成默认密码：手机号后六位
@ -41,7 +51,7 @@ class AppUserController(CRUDBase[AppUser, AppUserRegisterSchema, AppUserUpdateSc
        用户认证
        """
        user = await self.model.filter(
-            phone=login_data.phone, is_active=True
+            phone=login_data.phone, is_active=True, is_deleted=False
        ).first()
        
        if not user:
@ -56,13 +66,13 @@ class AppUserController(CRUDBase[AppUser, AppUserRegisterSchema, AppUserUpdateSc
        """
        根据ID获取用户
        """
-        return await self.model.filter(id=user_id, is_active=True).first()
+        return await self.model.filter(id=user_id, is_active=True, is_deleted=False).first()
    
    async def get_user_by_phone(self, phone: str) -> Optional[AppUser]:
        """
        根据手机号获取用户
        """
-        return await self.model.filter(phone=phone, is_active=True).first()
+        return await self.model.filter(phone=phone, is_active=True, is_deleted=False).first()
    
    async def update_last_login(self, user_id: int) -> bool:
        """
@ -85,11 +95,40 @@ class AppUserController(CRUDBase[AppUser, AppUserRegisterSchema, AppUserUpdateSc
        
        # 更新字段
        update_dict = update_data.model_dump(exclude_unset=True)
+        if "nickname" in update_dict:
+            update_dict["alias"] = update_dict.pop("nickname")
+        update_dict.pop("avatar", None)
        for field, value in update_dict.items():
            setattr(user, field, value)
        
        await user.save()
        return user
+
+    async def update_quota(self, operator_id: int, operator_name: str, user_id: int, target_count: Optional[int] = None, delta: Optional[int] = None, op_type: str = "调整", remark: Optional[str] = None) -> Optional[AppUser]:
+        user = await self.model.filter(id=user_id).first()
+        if not user:
+            return None
+        before = int(getattr(user, "remaining_quota", 0) or 0)
+        after = before
+        if target_count is not None:
+            after = max(0, int(target_count))
+        elif delta is not None:
+            after = max(0, before + int(delta))
+        user.remaining_quota = after
+        await user.save()
+        await AppUserQuotaLog.create(
+            app_user_id=user_id,
+            operator_id=operator_id,
+            operator_name=operator_name,
+            before_count=before,
+            after_count=after,
+            op_type=op_type,
+            remark=remark,
+        )
+        # if remark is not None:
+        #     user.notes = remark
+        #     await user.save()
+        return user
    
    async def change_password(self, user_id: int, old_password: str, new_password: str) -> bool:
        """
@ -119,6 +158,27 @@ class AppUserController(CRUDBase[AppUser, AppUserRegisterSchema, AppUserUpdateSc
            return True
        return False

+    async def delete_user_account(self, user_id: int) -> bool:
+        user = await self.model.filter(id=user_id).first()
+        if not user:
+            return False
+        user.is_active = False
+        user.is_deleted = True
+        user.deleted_at = datetime.now()
+        masked = f"deleted_{user.id}"
+        user.username = None
+        user.alias = None
+        user.email = None
+        user.password = ""
+        user.company_name = None
+        user.company_address = None
+        user.company_contact = None
+        user.company_phone = None
+        user.company_email = None
+        user.phone = masked
+        await user.save()
+        return True
+

 # 创建控制器实例
-app_user_controller = AppUserController()
+app_user_controller = AppUserController()
--- a/app/controllers/invoice.py
+++ b/app/controllers/invoice.py
@ -0,0 +1,381 @@
+from typing import Optional, List
+from tortoise.queryset import QuerySet
+
+from app.core.crud import CRUDBase
+from app.models.invoice import Invoice, InvoiceHeader, PaymentReceipt
+from app.schemas.invoice import (
+    InvoiceCreate,
+    InvoiceUpdate,
+    InvoiceOut,
+    InvoiceList,
+    InvoiceHeaderCreate,
+    InvoiceHeaderUpdate,
+    InvoiceHeaderOut,
+    UpdateStatus,
+    UpdateType,
+    PaymentReceiptCreate,
+    PaymentReceiptOut,
+)
+
+
+class InvoiceController(CRUDBase[Invoice, InvoiceCreate, InvoiceUpdate]):
+    """发票控制器"""
+
+    def __init__(self):
+        super().__init__(model=Invoice)
+
+    async def create_header(self, user_id: Optional[int], data: InvoiceHeaderCreate) -> InvoiceHeaderOut:
+        """
+        创建发票抬头
+        参数:
+            user_id: 关联的 AppUser ID（可选）
+            data: 发票抬头创建数据
+        返回:
+            InvoiceHeaderOut: 抬头输出对象
+        """
+        payload = data.model_dump()
+        for k in ["register_address", "register_phone", "bank_name", "bank_account"]:
+            if payload.get(k) is None:
+                payload[k] = ""
+        if payload.get("is_default"):
+            if user_id is not None:
+                await InvoiceHeader.filter(app_user_id=user_id).update(is_default=False)
+        header = await InvoiceHeader.create(app_user_id=user_id, **payload)
+        return InvoiceHeaderOut.model_validate(header)
+
+    async def get_headers(self, user_id: Optional[int] = None) -> List[InvoiceHeaderOut]:
+        """
+        获取发票抬头列表
+        参数:
+            user_id: 可筛选 AppUser 的抬头
+        返回:
+            List[InvoiceHeaderOut]: 抬头列表
+        """
+        qs = InvoiceHeader.all()
+        if user_id is not None:
+            qs = qs.filter(app_user_id=user_id)
+        headers = await qs.order_by("-created_at")
+        return [InvoiceHeaderOut.model_validate(h) for h in headers]
+
+    async def get_header_by_id(self, id_: int) -> Optional[InvoiceHeaderOut]:
+        """
+        根据ID获取抬头
+        参数:
+            id_: 抬头ID
+        返回:
+            InvoiceHeaderOut 或 None
+        """
+        header = await InvoiceHeader.filter(id=id_).first()
+        return InvoiceHeaderOut.model_validate(header) if header else None
+
+    async def delete_header(self, id_: int) -> bool:
+        header = await InvoiceHeader.filter(id=id_).first()
+        if not header:
+            return False
+        await header.delete()
+        return True
+
+    async def update_header(self, id_: int, data: InvoiceHeaderUpdate) -> Optional[InvoiceHeaderOut]:
+        header = await InvoiceHeader.filter(id=id_).first()
+        if not header:
+            return None
+        update_data = data.model_dump(exclude_unset=True)
+        if update_data:
+            if update_data.get("is_default"):
+                if header.app_user_id is not None:
+                    await InvoiceHeader.filter(app_user_id=header.app_user_id).exclude(id=header.id).update(is_default=False)
+            await header.update_from_dict(update_data).save()
+            # 同步引用该抬头的发票基本信息
+            sync_fields = {
+                "company_name": header.company_name,
+                "tax_number": header.tax_number,
+                "register_address": header.register_address,
+                "register_phone": header.register_phone,
+                "bank_name": header.bank_name,
+                "bank_account": header.bank_account,
+                "email": header.email,
+            }
+            await Invoice.filter(header_id=header.id).update(**sync_fields)
+        return InvoiceHeaderOut.model_validate(header)
+
+    async def list(self, page: int = 1, page_size: int = 10, **filters) -> InvoiceList:
+        """
+        获取发票列表（支持筛选与分页）
+        参数:
+            page: 页码
+            page_size: 每页数量
+            **filters: phone、company_name、tax_number、status、ticket_type、invoice_type、时间范围等
+        返回:
+            InvoiceList: 分页结果
+        """
+        qs: QuerySet = self.model.all()
+        if filters.get("phone"):
+            qs = qs.filter(phone__icontains=filters["phone"])
+        if filters.get("company_name"):
+            qs = qs.filter(company_name__icontains=filters["company_name"])
+        if filters.get("tax_number"):
+            qs = qs.filter(tax_number__icontains=filters["tax_number"])
+        if filters.get("status"):
+            qs = qs.filter(status=filters["status"])
+        if filters.get("ticket_type"):
+            qs = qs.filter(ticket_type=filters["ticket_type"])
+        if filters.get("invoice_type"):
+            qs = qs.filter(invoice_type=filters["invoice_type"])
+        if filters.get("app_user_id"):
+            qs = qs.filter(app_user_id=filters["app_user_id"]) 
+
+        total = await qs.count()
+        rows = await qs.order_by("-created_at").offset((page - 1) * page_size).limit(page_size)
+
+        items = [
+            InvoiceOut(
+                id=row.id,
+                created_at=row.created_at.isoformat() if row.created_at else "",
+                ticket_type=row.ticket_type,
+                invoice_type=row.invoice_type,
+                phone=row.phone,
+                email=row.email,
+                company_name=row.company_name,
+                tax_number=row.tax_number,
+                register_address=row.register_address,
+                register_phone=row.register_phone,
+                bank_name=row.bank_name,
+                bank_account=row.bank_account,
+                status=row.status,
+                app_user_id=row.app_user_id,
+                header_id=row.header_id,
+                wechat=row.wechat,
+            )
+            for row in rows
+        ]
+
+        return InvoiceList(items=items, total=total, page=page, page_size=page_size)
+
+    async def update_status(self, data: UpdateStatus) -> Optional[InvoiceOut]:
+        """
+        更新发票状态
+        参数:
+            data: 包含 id 与目标状态
+        返回:
+            更新后的发票输出或 None
+        """
+        inv = await self.model.filter(id=data.id).first()
+        if not inv:
+            return None
+        inv.status = data.status
+        await inv.save()
+        return await self.get_out(inv.id)
+
+    async def update_type(self, id_: int, data: UpdateType) -> Optional[InvoiceOut]:
+        """
+        更新发票类型（电子/纸质、专票/普票）
+        参数:
+            id_: 发票ID
+            data: 类型更新数据
+        返回:
+            更新后的发票输出或 None
+        """
+        inv = await self.model.filter(id=id_).first()
+        if not inv:
+            return None
+        inv.ticket_type = data.ticket_type
+        inv.invoice_type = data.invoice_type
+        await inv.save()
+        return await self.get_out(inv.id)
+
+    async def create_receipt(self, invoice_id: int, data: PaymentReceiptCreate) -> PaymentReceiptOut:
+        """
+        上传付款凭证
+        参数:
+            invoice_id: 发票ID
+            data: 凭证创建数据
+        返回:
+            PaymentReceiptOut
+        """
+        receipt = await PaymentReceipt.create(invoice_id=invoice_id, **data.model_dump())
+        return PaymentReceiptOut(
+            id=receipt.id,
+            url=receipt.url,
+            note=receipt.note,
+            verified=receipt.verified,
+            created_at=receipt.created_at.isoformat() if receipt.created_at else "",
+            extra=receipt.extra,
+        )
+
+    async def list_receipts(self, page: int = 1, page_size: int = 10, **filters) -> dict:
+        """
+        对公转账记录列表
+        参数:
+            page: 页码
+            page_size: 每页数量
+            **filters: 提交时间范围、手机号、微信号、公司名称/税号、状态、开票类型等
+        返回:
+            dict: { items, total, page, page_size }
+        """
+        qs = PaymentReceipt.all().prefetch_related("invoice")
+        # 通过关联发票进行筛选
+        if filters.get("phone"):
+            qs = qs.filter(invoice__phone__icontains=filters["phone"])
+        if filters.get("wechat"):
+            qs = qs.filter(invoice__wechat__icontains=filters["wechat"])
+        if filters.get("company_name"):
+            qs = qs.filter(invoice__company_name__icontains=filters["company_name"])
+        if filters.get("tax_number"):
+            qs = qs.filter(invoice__tax_number__icontains=filters["tax_number"])
+        if filters.get("status"):
+            qs = qs.filter(invoice__status=filters["status"])
+        if filters.get("ticket_type"):
+            qs = qs.filter(invoice__ticket_type=filters["ticket_type"])
+        if filters.get("invoice_type"):
+            qs = qs.filter(invoice__invoice_type=filters["invoice_type"])
+
+        # 时间区间筛选（凭证提交时间）
+        created_range = filters.get("created_at")
+        submitted_start = filters.get("submitted_start")
+        submitted_end = filters.get("submitted_end")
+        if created_range and isinstance(created_range, (list, tuple)) and len(created_range) == 2:
+            try:
+                # 前端可能传毫秒时间戳
+                start_ms = int(created_range[0])
+                end_ms = int(created_range[1])
+                from datetime import datetime
+                start_dt = datetime.fromtimestamp(start_ms / 1000)
+                end_dt = datetime.fromtimestamp(end_ms / 1000)
+                qs = qs.filter(created_at__gte=start_dt, created_at__lte=end_dt)
+            except Exception:
+                pass
+        else:
+            from datetime import datetime
+            def parse_time(v):
+                try:
+                    iv = int(v)
+                    return datetime.fromtimestamp(iv / 1000)
+                except Exception:
+                    try:
+                        # ISO 字符串
+                        return datetime.fromisoformat(v)
+                    except Exception:
+                        return None
+            if submitted_start:
+                s_dt = parse_time(submitted_start)
+                if s_dt:
+                    qs = qs.filter(created_at__gte=s_dt)
+            if submitted_end:
+                e_dt = parse_time(submitted_end)
+                if e_dt:
+                    qs = qs.filter(created_at__lte=e_dt)
+
+        total = await qs.count()
+        rows = await qs.order_by("-created_at").offset((page - 1) * page_size).limit(page_size)
+
+        items = []
+        for r in rows:
+            inv = await r.invoice
+            urls = []
+            if isinstance(r.extra, list):
+                urls = [str(u) for u in r.extra if u]
+            elif isinstance(r.extra, dict):
+                v = r.extra.get("urls")
+                if isinstance(v, list):
+                    urls = [str(u) for u in v if u]
+            if not urls:
+                urls = [r.url] if r.url else []
+            receipts = [{"id": r.id, "url": u, "note": r.note, "verified": r.verified} for u in urls]
+            items.append({
+                "id": r.id,
+                "invoice_id": getattr(inv, "id", None),
+                "submitted_at": r.created_at.isoformat() if r.created_at else "",
+                "receipt_uploaded_at": r.updated_at.isoformat() if getattr(r, "updated_at", None) else "",
+                "extra": r.extra,
+                "receipts": receipts,
+                "phone": inv.phone,
+                "wechat": inv.wechat,
+                "company_name": inv.company_name,
+                "tax_number": inv.tax_number,
+                "register_address": inv.register_address,
+                "register_phone": inv.register_phone,
+                "bank_name": inv.bank_name,
+                "bank_account": inv.bank_account,
+                "email": inv.email,
+                "ticket_type": inv.ticket_type,
+                "invoice_type": inv.invoice_type,
+                "status": inv.status,
+            })
+
+        return {"items": items, "total": total, "page": page, "page_size": page_size}
+
+    async def get_receipt_by_id(self, id_: int) -> Optional[dict]:
+        """
+        对公转账记录详情
+        参数:
+            id_: 付款凭证ID
+        返回:
+            dict 或 None
+        """
+        r = await PaymentReceipt.filter(id=id_).first()
+        if not r:
+            return None
+        inv = await r.invoice
+        urls = []
+        if isinstance(r.extra, list):
+            urls = [str(u) for u in r.extra if u]
+        elif isinstance(r.extra, dict):
+            v = r.extra.get("urls")
+            if isinstance(v, list):
+                urls = [str(u) for u in v if u]
+        if not urls:
+            urls = [r.url] if r.url else []
+        receipts = [{"id": r.id, "url": u, "note": r.note, "verified": r.verified} for u in urls]
+        return {
+            "id": r.id,
+            "invoice_id": getattr(inv, "id", None),
+            "submitted_at": r.created_at.isoformat() if r.created_at else "",
+            "receipt_uploaded_at": r.updated_at.isoformat() if getattr(r, "updated_at", None) else "",
+            "extra": r.extra,
+            "receipts": receipts,
+            "phone": inv.phone,
+            "wechat": inv.wechat,
+            "company_name": inv.company_name,
+            "tax_number": inv.tax_number,
+            "register_address": inv.register_address,
+            "register_phone": inv.register_phone,
+            "bank_name": inv.bank_name,
+            "bank_account": inv.bank_account,
+            "email": inv.email,
+            "ticket_type": inv.ticket_type,
+            "invoice_type": inv.invoice_type,
+            "status": inv.status,
+        }
+
+    async def get_out(self, id_: int) -> Optional[InvoiceOut]:
+        """
+        根据ID返回发票输出对象
+        参数:
+            id_: 发票ID
+        返回:
+            InvoiceOut 或 None
+        """
+        inv = await self.model.filter(id=id_).first()
+        if not inv:
+            return None
+        return InvoiceOut(
+            id=inv.id,
+            created_at=inv.created_at.isoformat() if inv.created_at else "",
+            ticket_type=inv.ticket_type,
+            invoice_type=inv.invoice_type,
+            phone=inv.phone,
+            email=inv.email,
+            company_name=inv.company_name,
+            tax_number=inv.tax_number,
+            register_address=inv.register_address,
+            register_phone=inv.register_phone,
+            bank_name=inv.bank_name,
+            bank_account=inv.bank_account,
+            status=inv.status,
+            app_user_id=inv.app_user_id,
+            header_id=inv.header_id,
+            wechat=inv.wechat,
+        )
+
+
+invoice_controller = InvoiceController()
--- a/app/controllers/upload.py
+++ b/app/controllers/upload.py
@ -2,7 +2,7 @@ import os
 from pathlib import Path
 from typing import List
 from fastapi import UploadFile
-from app.schemas.upload import ImageUploadResponse
+from app.schemas.upload import ImageUploadResponse, FileUploadResponse
 from app.settings.config import settings

 class UploadController:
@ -15,8 +15,9 @@ class UploadController:
        :param file: 上传的图片文件
        :return: 图片URL和文件名
        """
-        # 检查文件类型
-        if not file.content_type.startswith('image/'):
+        ext = os.path.splitext(file.filename or "")[1].lower()
+        image_exts = {".png", ".jpg", ".jpeg", ".gif", ".webp", ".bmp", ".svg"}
+        if not (file.content_type.startswith('image/') or ext in image_exts):
            raise ValueError("只支持上传图片文件")
            
        # 获取项目根目录
@ -49,4 +50,80 @@ class UploadController:
        return ImageUploadResponse(
            url=f"{settings.BASE_URL}/static/images/{filename}",
            filename=filename
-        )
+        )
+
+    @staticmethod
+    async def upload_file(file: UploadFile) -> FileUploadResponse:
+        allowed = {
+            "application/pdf",
+            "application/vnd.openxmlformats-officedocument.wordprocessingml.document",
+            "application/msword",
+            "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
+            "application/vnd.ms-excel",
+            "application/zip",
+            "application/x-zip-compressed",
+            "application/octet-stream",
+            "text/plain",
+            "text/csv",
+            "application/json",
+            "application/vnd.ms-powerpoint",
+            "application/vnd.openxmlformats-officedocument.presentationml.presentation",
+            "application/x-rar-compressed",
+            "application/x-7z-compressed",
+        }
+        allowed_exts = {
+            ".pdf",
+            ".doc",
+            ".docx",
+            ".xls",
+            ".xlsx",
+            ".zip",
+            ".rar",
+            ".7z",
+            ".txt",
+            ".csv",
+            ".ppt",
+            ".pptx",
+            ".json",
+        }
+        ext = os.path.splitext(file.filename or "")[1].lower()
+        if (file.content_type not in allowed) and (ext not in allowed_exts):
+            raise ValueError("不支持的文件类型")
+
+        base_dir = Path(__file__).resolve().parent.parent
+        upload_dir = base_dir / "static" / "files"
+        if not upload_dir.exists():
+            upload_dir.mkdir(parents=True, exist_ok=True)
+
+        filename = file.filename
+        file_path = upload_dir / filename
+        counter = 1
+        while file_path.exists():
+            name, ext = os.path.splitext(filename)
+            filename = f"{name}_{counter}{ext}"
+            file_path = upload_dir / filename
+            counter += 1
+
+        content = await file.read()
+        with open(file_path, "wb") as f:
+            f.write(content)
+
+        return FileUploadResponse(
+            url=f"{settings.BASE_URL}/static/files/{filename}",
+            filename=filename,
+            content_type=file.content_type,
+        )
+
+    @staticmethod
+    async def upload_any(file: UploadFile) -> FileUploadResponse:
+        """
+        统一上传入口，自动识别图片与非图片类型。
+        返回统一结构：url, filename, content_type
+        """
+        image_exts = {".png", ".jpg", ".jpeg", ".gif", ".webp", ".bmp", ".svg"}
+        ext = os.path.splitext(file.filename or "")[1].lower()
+        if (file.content_type and file.content_type.startswith("image/")) or (ext in image_exts):
+            img = await UploadController.upload_image(file)
+            return FileUploadResponse(url=img.url, filename=img.filename, content_type=file.content_type or "image")
+        # 非图片类型复用原文件上传校验
+        return await UploadController.upload_file(file)
--- a/app/controllers/user_valuation.py
+++ b/app/controllers/user_valuation.py
@ -114,11 +114,7 @@ class UserValuationController:
    
    async def _to_user_out(self, valuation: ValuationAssessment) -> UserValuationOut:
        """转换为用户端输出模型"""
-        return UserValuationOut.model_validate(valuation)
-    
-    async def _to_user_detail(self, valuation: ValuationAssessment) -> UserValuationDetail:
-        """转换为用户端详细模型"""
-        return UserValuationDetail(
+        return UserValuationOut(
            id=valuation.id,
            asset_name=valuation.asset_name,
            institution=valuation.institution,
@ -131,13 +127,15 @@ class UserValuationController:
            inheritor_ages=valuation.inheritor_ages,
            inheritor_age_count=valuation.inheritor_age_count,
            inheritor_certificates=valuation.inheritor_certificates,
-            heritage_level=valuation.heritage_level,
+            heritage_level=getattr(valuation, "heritage_level", None),
            heritage_asset_level=valuation.heritage_asset_level,
            patent_application_no=valuation.patent_application_no,
            patent_remaining_years=valuation.patent_remaining_years,
            historical_evidence=valuation.historical_evidence,
            patent_certificates=valuation.patent_certificates,
            pattern_images=valuation.pattern_images,
+            report_url=valuation.report_url,
+            certificate_url=valuation.certificate_url,
            application_maturity=valuation.application_maturity,
            implementation_stage=valuation.implementation_stage,
            application_coverage=valuation.application_coverage,
@ -159,6 +157,78 @@ class UserValuationController:
            price_fluctuation=valuation.price_fluctuation,
            price_range=valuation.price_range,
            market_price=valuation.market_price,
+            credit_code_or_id=valuation.credit_code_or_id,
+            biz_intro=valuation.biz_intro,
+            infringement_record=valuation.infringement_record,
+            patent_count=valuation.patent_count,
+            esg_value=valuation.esg_value,
+            policy_matching=valuation.policy_matching,
+            online_course_views=valuation.online_course_views,
+            pattern_complexity=valuation.pattern_complexity,
+            normalized_entropy=valuation.normalized_entropy,
+            legal_risk=valuation.legal_risk,
+            base_pledge_rate=valuation.base_pledge_rate,
+            flow_correction=valuation.flow_correction,
+            model_value_b=valuation.model_value_b,
+            market_value_c=valuation.market_value_c,
+            final_value_ab=valuation.final_value_ab,
+            dynamic_pledge_rate=valuation.dynamic_pledge_rate,
+            calculation_result=valuation.calculation_result,
+            calculation_input=valuation.calculation_input,
+            status=valuation.status,
+            admin_notes=valuation.admin_notes,
+            created_at=valuation.created_at,
+            updated_at=valuation.updated_at,
+            is_active=valuation.is_active,
+        )
+    
+    async def _to_user_detail(self, valuation: ValuationAssessment) -> UserValuationDetail:
+        """转换为用户端详细模型"""
+        return UserValuationDetail(
+            id=valuation.id,
+            asset_name=valuation.asset_name,
+            institution=valuation.institution,
+            industry=valuation.industry,
+            annual_revenue=valuation.annual_revenue,
+            rd_investment=valuation.rd_investment,
+            three_year_income=valuation.three_year_income,
+            funding_status=valuation.funding_status,
+            inheritor_level=valuation.inheritor_level,
+            inheritor_ages=valuation.inheritor_ages,
+            inheritor_age_count=valuation.inheritor_age_count,
+            inheritor_certificates=valuation.inheritor_certificates,
+            heritage_level=getattr(valuation, "heritage_level", None),
+            heritage_asset_level=valuation.heritage_asset_level,
+            patent_application_no=valuation.patent_application_no,
+            patent_remaining_years=valuation.patent_remaining_years,
+            historical_evidence=valuation.historical_evidence,
+            patent_certificates=valuation.patent_certificates,
+            pattern_images=valuation.pattern_images,
+            report_url=valuation.report_url,
+            certificate_url=valuation.certificate_url,
+            application_maturity=valuation.application_maturity,
+            implementation_stage=valuation.implementation_stage,
+            application_coverage=valuation.application_coverage,
+            coverage_area=valuation.coverage_area,
+            cooperation_depth=valuation.cooperation_depth,
+            collaboration_type=valuation.collaboration_type,
+            offline_activities=valuation.offline_activities,
+            offline_teaching_count=valuation.offline_teaching_count,
+            online_accounts=valuation.online_accounts,
+            platform_accounts=valuation.platform_accounts,
+            sales_volume=valuation.sales_volume,
+            link_views=valuation.link_views,
+            circulation=valuation.circulation,
+            scarcity_level=valuation.scarcity_level,
+            last_market_activity=valuation.last_market_activity,
+            market_activity_time=valuation.market_activity_time,
+            monthly_transaction=valuation.monthly_transaction,
+            monthly_transaction_amount=valuation.monthly_transaction_amount,
+            price_fluctuation=valuation.price_fluctuation,
+            price_range=valuation.price_range,
+            market_price=valuation.market_price,
+            credit_code_or_id=valuation.credit_code_or_id,
+            biz_intro=valuation.biz_intro,
            infringement_record=valuation.infringement_record,
            patent_count=valuation.patent_count,
            esg_value=valuation.esg_value,
@ -184,4 +254,4 @@ class UserValuationController:


 # 创建控制器实例
-user_valuation_controller = UserValuationController()
+user_valuation_controller = UserValuationController()
--- a/app/controllers/valuation.py
+++ b/app/controllers/valuation.py
@ -1,22 +1,662 @@
-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

-from app.models.valuation import ValuationAssessment
+from app.models.valuation import ValuationAssessment, ValuationCalculationStep
 from app.schemas.valuation import (
    ValuationAssessmentCreate,
    ValuationAssessmentUpdate,
    ValuationAssessmentQuery,
    ValuationAssessmentOut,
-    ValuationAssessmentList
+    ValuationAssessmentList,
+    ValuationCalculationStepCreate,
+    ValuationCalculationStepOut
 )
+from app.models.user import AppUser
+from app.utils.calculation_engine.formula_registry import get_formula_meta


 class ValuationController:
    """估值评估控制器"""
    
    model = ValuationAssessment
+    step_model = ValuationCalculationStep
+    
+    # 参数说明映射表：将参数名（英文）映射到中文说明
+    PARAM_DESCRIPTIONS = {
+        # 财务价值相关
+        "three_year_income": "近三年收益（万元）",
+        "annual_revenue_3_years": "近三年收益（万元）",
+        "financial_value_f": "财务价值F",
+        
+        # 法律强度相关
+        "patent_score": "专利分",
+        "popularity_score": "普及分",
+        "infringement_score": "侵权分",
+        "legal_strength_l": "法律强度L",
+        
+        # 发展潜力相关
+        "patent_count": "专利数量",
+        "esg_score": "ESG分",
+        "innovation_ratio": "创新投入比",
+        "development_potential_d": "发展潜力D",
+        
+        # 行业系数
+        "industry_coefficient": "行业系数I",
+        "target_industry_roe": "目标行业ROE",
+        "benchmark_industry_roe": "基准行业ROE",
+        
+        # 流量因子相关
+        "search_index_s1": "搜索指数S1",
+        "industry_average_s2": "行业均值S2",
+        "social_media_spread_s3": "社交媒体传播度S3",
+        "likes": "点赞数",
+        "comments": "评论数",
+        "shares": "转发数",
+        "sales_volume": "销售量",
+        "link_views": "链接浏览量",
+        
+        # 政策乘数相关
+        "implementation_stage": "实施阶段评分",
+        "funding_support": "资金支持度",
+        "policy_match_score": "政策匹配度",
+        
+        # 文化价值相关
+        "inheritor_level_coefficient": "传承人等级系数",
+        "offline_sessions": "线下传习次数",
+        "douyin_views": "抖音浏览量",
+        "bilibili_views": "B站浏览量",
+        "kuaishou_views": "快手浏览量",
+        "cross_border_depth": "跨界合作深度",
+        "historical_inheritance": "历史传承度HI",
+        "structure_complexity": "结构复杂度SC",
+        "normalized_entropy": "归一化信息熵H",
+        
+        # 风险调整相关
+        "highest_price": "最高价格",
+        "lowest_price": "最低价格",
+        "inheritor_ages": "传承人年龄列表",
+        "lawsuit_status": "诉讼状态",
+        
+        # 市场估值相关
+        "manual_bids": "手动竞价列表",
+        "expert_valuations": "专家估值列表",
+        "weighted_average_price": "加权平均价格",
+        "daily_browse_volume": "日均浏览量",
+        "collection_count": "收藏数",
+        "issuance_level": "发行量",
+        "recent_market_activity": "最近市场活动时间",
+        
+        # 动态质押率相关
+        "monthly_transaction_amount": "月交易额（万元）",
+        "monthly_amount": "月交易额（万元）",
+        "heritage_asset_level": "非遗等级",
+        "dynamic_pledge_rate": "动态质押率",
+        "base_pledge_rate": "基础质押率",
+        "flow_correction": "流量修正系数",
+    }
+
+    async def create_calculation_step(self, data: ValuationCalculationStepCreate) -> ValuationCalculationStepOut:
+        """
+        创建估值计算步骤
+
+        Args:
+            data (ValuationCalculationStepCreate): 估值计算步骤数据
+
+        Returns:
+            ValuationCalculationStepOut: 创建的估值计算步骤
+        """
+        step = await self.step_model.create(**data.model_dump())
+        logger.info(
+            "calcstep.create valuation_id={} order={} name={}",
+            data.valuation_id,
+            data.step_order,
+            data.step_name,
+        )
+        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:
+            raise ValueError(f"calculation_step not found: {step_id}")
+        await step.update_from_dict(update).save()
+        logger.info(
+            "calcstep.update id={} fields={}",
+            step_id,
+            list(update.keys()),
+        )
+        return ValuationCalculationStepOut.model_validate(step)
+
+    async def get_calculation_steps(self, valuation_id: int) -> List[ValuationCalculationStepOut]:
+        """
+        根据估值ID获取所有相关的计算步骤。
+
+        此方法从数据库中检索与特定估值ID关联的所有计算步骤记录，
+        并按创建时间升序排序，确保步骤的顺序正确。
+
+        Args:
+            valuation_id (int): 估值的唯一标识符。
+
+        Returns:
+            List[ValuationCalculationStepOut]: 一个包含所有相关计算步骤的列表，
+                                             如果找不到任何步骤，则返回空列表。
+        """
+        steps = await self.step_model.filter(valuation_id=valuation_id).order_by('created_at')
+        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，按照公式顺序组织，
+        并生成格式化的 Markdown 文档，包含：
+        - 公式名称
+        - 输入参数
+        - 公式文本
+        - 输出结果
+
+        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，按 step_order 排序
+        steps = await self.step_model.filter(valuation_id=valuation_id).order_by('step_order')
+        if not steps:
+            return f"# 计算摘要\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)
+        
+        # 生成 Markdown
+        markdown = self._generate_markdown(valuation, steps_data)
+        
+        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, steps_data: List[Dict]) -> str:
+        """
+        生成 Markdown 格式的报告。
+
+        Args:
+            valuation: 估值评估对象。
+            steps_data: 计算步骤列表（已按 step_order 排序）。
+
+        Returns:
+            str: Markdown 格式的字符串。
+        """
+        lines = []
+        
+        # 标题
+        lines.append("# 计算摘要")
+        lines.append("")
+        lines.append("")
+        
+        # 遍历所有步骤，按顺序生成
+        for step in steps_data:
+            name = step.get('formula_name', step.get('step_name', '未知'))
+            formula_text = step.get('formula_text', step.get('step_description', ''))
+            input_params = step.get('input_params')
+            output_result = step.get('output_result')
+            
+            # 公式标题（二级标题）
+            lines.append(f"## {name}")
+            lines.append("")
+            
+            # 参数部分
+            if input_params:
+                lines.append("**参数：**")
+                lines.append("")
+                # 格式化参数显示
+                param_lines = self._format_params(input_params)
+                lines.extend(param_lines)
+                lines.append("")
+            
+            # 公式部分
+            if formula_text:
+                lines.append("**公式：**")
+                lines.append("")
+                lines.append("```")
+                lines.append(formula_text)
+                lines.append("```")
+                lines.append("")
+            
+            # 计算过程部分（显示详细的计算步骤）
+            if output_result and isinstance(output_result, dict):
+                # 首先检查 calculation_detail 字段
+                calculation_detail = output_result.get('calculation_detail')
+                if calculation_detail and isinstance(calculation_detail, dict):
+                    lines.append("**计算过程：**")
+                    lines.append("")
+                    # 按步骤顺序显示
+                    steps = []
+                    for key in sorted(calculation_detail.keys()):
+                        if key.startswith('step'):
+                            steps.append(f"> {calculation_detail[key]}")
+                    if steps:
+                        lines.extend(steps)
+                        lines.append("")
+                
+                # 然后检查旧的 calculation 字段
+                calculation = output_result.get('calculation')
+                if calculation and not calculation_detail:
+                    lines.append("**计算过程：**")
+                    lines.append("")
+                    lines.append(f"> {calculation}")
+                    lines.append("")
+            
+            # 结果部分
+            if output_result:
+                # 提取主要结果值
+                result_value = self._extract_main_result(output_result, name)
+                if result_value is not None:
+                    lines.append("**结果：**")
+                    lines.append("")
+                    lines.append(f"`{result_value}`")
+                    lines.append("")
+            
+            lines.append("")
+        
+        return "\n".join(lines)
+    
+    def _format_params(self, params: Dict[str, Any]) -> List[str]:
+        """
+        格式化参数显示，优先使用列表格式（如果是数组），否则显示为列表项。
+        参数名会附带中文说明（如果存在）。
+        
+        Args:
+            params: 参数字典
+            
+        Returns:
+            List[str]: 格式化后的参数行列表
+        """
+        lines = []
+        
+        def _get_param_label(key: str) -> str:
+            """获取参数标签，包含中文说明"""
+            description = self.PARAM_DESCRIPTIONS.get(key)
+            if description:
+                return f"{key}（{description}）"
+            return key
+        
+        # 如果参数只有一个键，且值是数组，直接显示数组（不带参数名，符合示例格式）
+        if len(params) == 1:
+            key, value = next(iter(params.items()))
+            if isinstance(value, (list, tuple)):
+                # 格式化为列表：- [12.2, 13.2, 14.2]
+                value_str = json.dumps(list(value), ensure_ascii=False)
+                lines.append(f"- {value_str}")
+                return lines
+        
+        # 多个参数或非数组，显示为列表项（带说明）
+        for key, value in params.items():
+            param_label = _get_param_label(key)
+            if isinstance(value, (list, tuple)):
+                value_str = json.dumps(list(value), ensure_ascii=False)
+                lines.append(f"- **{param_label}**: {value_str}")
+            elif isinstance(value, dict):
+                value_str = json.dumps(value, ensure_ascii=False)
+                lines.append(f"- **{param_label}**: {value_str}")
+            else:
+                lines.append(f"- **{param_label}**: {value}")
+        
+        return lines
+    
+    def _extract_main_result(self, output_result: Dict[str, Any], formula_name: str) -> Optional[str]:
+        """
+        从输出结果中提取主要结果值。
+        
+        优先顺序：
+        1. 如果结果中只有一个数值类型的值，返回该值
+        2. 如果结果中包含与公式名称相关的字段（如 "财务价值 F" -> "financial_value_f"），返回该值
+        3. 如果结果中包含常见的计算结果字段（如 "result", "value", "output"），返回该值
+        4. 返回第一个数值类型的值
+        
+        Args:
+            output_result: 输出结果字典
+            formula_name: 公式名称
+            
+        Returns:
+            Optional[str]: 主要结果值的字符串表示，如果找不到则返回 None
+        """
+        if not output_result or not isinstance(output_result, dict):
+            return None
+        
+        # 调试：打印B3的output_result
+        if 'risk_value_b3' in str(output_result) or 'legal_risk' in str(output_result):
+            print(f"=== _extract_main_result 调试 ===")
+            print(f"formula_name: {formula_name}")
+            print(f"output_result keys: {list(output_result.keys())}")
+            print(f"output_result: {output_result}")
+            print(f"================================")
+        
+        # 移除 duration_ms 等元数据字段
+        filtered_result = {k: v for k, v in output_result.items() 
+                          if k not in ['duration_ms', 'duration', 'timestamp', 'status']}
+        
+        if not filtered_result:
+            return None
+        
+        # 如果只有一个值，直接返回
+        if len(filtered_result) == 1:
+            value = next(iter(filtered_result.values()))
+            if isinstance(value, (int, float)):
+                return str(value)
+            elif isinstance(value, (list, tuple)) and len(value) == 1:
+                return str(value[0])
+            else:
+                return json.dumps(value, ensure_ascii=False)
+        
+        # 优先查找常见的结果字段（优先级从高到低）
+        # 这个列表的顺序很重要，确保正确的结果字段优先被选中
+        common_result_keys = [
+            # 计算引擎实际使用的结果字段名
+            'risk_value_b3',           # 风险调整系数B3
+            'risk_adjustment_b3',      # 风险调整系数B3（备选）
+            'economic_value_b1',       # 经济价值B1
+            'cultural_value_b2',       # 文化价值B2
+            'model_value_b',           # 模型估值B
+            'market_value_c',          # 市场估值C
+            'final_value_a',           # 最终估值A
+            'final_value_ab',          # 最终估值AB
+            'basic_value_b11',         # 基础价值B11
+            'traffic_factor_b12',      # 流量因子B12
+            'policy_multiplier_b13',   # 政策乘数B13
+            'living_heritage_b21',     # 活态传承系数B21
+            'pattern_gene_b22',        # 纹样基因值B22
+            # 通用结果字段
+            'result', 'value', 'output', 'final_value', 'calculated_value',
+            # 子计算结果字段
+            'financial_value_f', 'legal_strength_l', 'development_potential_d',
+            'social_media_spread_s3', 'interaction_index', 'coverage_index', 'conversion_efficiency',
+            'market_bid_c1', 'heat_coefficient_c2', 'scarcity_multiplier_c3', 'timeliness_decay_c4',
+            'teaching_frequency', 'inheritor_level_coefficient',
+            'risk_score_sum',         # 风险评分总和R
+            'dynamic_pledge_rate',    # 动态质押率
+        ]
+        
+        # 首先检查常见结果字段（这个优先级最高，避免错误匹配子风险值）
+        for key in common_result_keys:
+            if key in filtered_result:
+                value = filtered_result[key]
+                if isinstance(value, (int, float)):
+                    if 'risk' in formula_name.lower() or 'b3' in formula_name.lower():
+                        print(f"=== 返回值调试 (common_keys) ===")
+                        print(f"formula_name: {formula_name}")
+                        print(f"matched key: {key}")
+                        print(f"返回值: {value}")
+                        print(f"================================")
+                    return str(value)
+        
+        # 尝试根据公式名称匹配字段
+        # 例如："财务价值 F" -> 查找 "financial_value_f", "财务价值F" 等
+        # 提取公式名称中的关键部分（通常是最后一个字母或单词）
+        name_parts = formula_name.split()
+        if name_parts:
+            # 获取最后一个部分（通常是字母，如 "F", "L", "D"）
+            last_part = name_parts[-1].lower()
+            # 构建可能的字段名：如 "financial_value_f", "legal_strength_l" 等
+            # 将中文名称转换为可能的英文字段名模式
+            possible_keys = []
+            
+            # 1. 直接匹配包含最后部分的字段（如包含 "f", "l", "d"）
+            for key in filtered_result.keys():
+                if last_part in key.lower() or key.lower().endswith(f"_{last_part}"):
+                    possible_keys.append(key)
+            
+            # 2. 尝试匹配常见的命名模式
+            # 例如："财务价值 F" -> "financial_value_f"
+            # 这里我们尝试匹配以最后部分结尾的字段
+            suffix_patterns = [
+                f"_{last_part}",
+                f"_{last_part}_",
+                last_part,
+            ]
+            
+            for key in filtered_result.keys():
+                key_lower = key.lower()
+                for pattern in suffix_patterns:
+                    if key_lower.endswith(pattern) or pattern in key_lower:
+                        if key not in possible_keys:
+                            possible_keys.append(key)
+            
+            # 按优先级匹配
+            for key in possible_keys:
+                if key in filtered_result:
+                    value = filtered_result[key]
+                    if isinstance(value, (int, float)):
+                        return str(value)
+        
+        # 返回第一个数值类型的值
+        for key, value in filtered_result.items():
+            if isinstance(value, (int, float)):
+                return str(value)
+        
+        # 如果都没有，返回整个结果的 JSON（但简化显示）
+        return json.dumps(filtered_result, ensure_ascii=False)
    
    async def create(self, data: ValuationAssessmentCreate, user_id: int) -> ValuationAssessmentOut:
        """创建估值评估"""
@ -24,13 +664,15 @@ class ValuationController:
        create_data = data.model_dump()
        create_data['user_id'] = user_id
        valuation = await self.model.create(**create_data)
-        return ValuationAssessmentOut.model_validate(valuation)
+        out = ValuationAssessmentOut.model_validate(valuation)
+        return await self._attach_user_phone(out)
    
    async def get_by_id(self, valuation_id: int) -> Optional[ValuationAssessmentOut]:
        """根据ID获取估值评估"""
        valuation = await self.model.filter(id=valuation_id, is_active=True).first()
        if valuation:
-            return ValuationAssessmentOut.model_validate(valuation)
+            out = ValuationAssessmentOut.model_validate(valuation)
+            return await self._attach_user_phone(out)
        return None
    
    async def update(self, valuation_id: int, data: ValuationAssessmentUpdate) -> Optional[ValuationAssessmentOut]:
@ -41,11 +683,52 @@ class ValuationController:
        
        update_data = data.model_dump(exclude_unset=True)
        if update_data:
+            if 'certificate_url' in update_data and update_data.get('certificate_url'):
+                from datetime import datetime
+                update_data['audited_at'] = datetime.now()
+                update_data['updated_at'] = datetime.now()
+            else:
+                from datetime import datetime
+                update_data['updated_at'] = datetime.now()
            await valuation.update_from_dict(update_data)
            await valuation.save()
+        from datetime import datetime
+        valuation.status ="pending"
+        if not getattr(valuation, "audited_at", None):
+            valuation.audited_at = datetime.now()
+        valuation.updated_at = datetime.now()
+        await valuation.save()
        
-        return ValuationAssessmentOut.model_validate(valuation)
+        out = ValuationAssessmentOut.model_validate(valuation)
+        return await self._attach_user_phone(out)
    
+    async def update1(self, valuation_id: int, data: ValuationAssessmentUpdate) -> Optional[ValuationAssessmentOut]:
+        """更新估值评估"""
+        valuation = await self.model.filter(id=valuation_id, is_active=True).first()
+        if not valuation:
+            return None
+        
+        update_data = data.model_dump(exclude_unset=True)
+        if update_data:
+            if 'certificate_url' in update_data and update_data.get('certificate_url'):
+                from datetime import datetime
+                update_data['audited_at'] = datetime.now()
+                update_data['updated_at'] = datetime.now()
+            else:
+                from datetime import datetime
+                update_data['updated_at'] = datetime.now()
+            await valuation.update_from_dict(update_data)
+            await valuation.save()
+        from datetime import datetime
+        valuation.status ="success"
+        if not getattr(valuation, "audited_at", None):
+            valuation.audited_at = datetime.now()
+        valuation.updated_at = datetime.now()
+        await valuation.save()
+        
+        out = ValuationAssessmentOut.model_validate(valuation)
+        return await self._attach_user_phone(out)
+        
    async def delete(self, valuation_id: int) -> bool:
        """软删除估值评估"""
        valuation = await self.model.filter(id=valuation_id, is_active=True).first()
@ -69,6 +752,7 @@ class ValuationController:
        
        # 转换为输出模型
        items = [ValuationAssessmentOut.model_validate(v) for v in valuations]
+        items = await self._attach_user_phone_bulk(items)
        # 计算总页数
        pages = (total + query.size - 1) // query.size
        
@ -102,7 +786,38 @@ class ValuationController:
        # 添加状态筛选
        if hasattr(query, 'status') and query.status:
            queryset = queryset.filter(status=query.status)
-        
+
+        if getattr(query, 'phone', None):
+            queryset = queryset.filter(user__phone__icontains=query.phone)
+
+        def _parse_time(v: Optional[str]):
+            if not v:
+                return None
+            try:
+                iv = int(v)
+                from datetime import datetime
+                return datetime.fromtimestamp(iv / 1000)
+            except Exception:
+                try:
+                    from datetime import datetime
+                    return datetime.fromisoformat(v)
+                except Exception:
+                    return 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:
+            queryset = queryset.filter(created_at__lte=e_dt)
+
+        a_s_dt = _parse_time(getattr(query, 'audited_start', None))
+        a_e_dt = _parse_time(getattr(query, 'audited_end', None))
+        if a_s_dt:
+            queryset = queryset.filter(updated_at__gte=a_s_dt)
+        if a_e_dt:
+            queryset = queryset.filter(updated_at__lte=a_e_dt)
+
        return queryset
    
    async def get_statistics(self) -> dict:
@ -143,6 +858,7 @@ class ValuationController:
        
        # 转换为输出模型
        items = [ValuationAssessmentOut.model_validate(v) for v in valuations]
+        items = await self._attach_user_phone_bulk(items)
        
        # 计算总页数
        pages = (total + size - 1) // size
@ -161,12 +877,14 @@ class ValuationController:
        if not valuation:
            return None
        
-        update_data = {"status": "approved"}
+        from datetime import datetime
+        update_data = {"status": "success", "audited_at": datetime.now(), "updated_at": datetime.now()}
        if admin_notes:
            update_data["admin_notes"] = admin_notes
        
        await valuation.update_from_dict(update_data).save()
-        return ValuationAssessmentOut.model_validate(valuation)
+        out = ValuationAssessmentOut.model_validate(valuation)
+        return await self._attach_user_phone(out)
    
    async def reject_valuation(self, valuation_id: int, admin_notes: Optional[str] = None) -> Optional[ValuationAssessmentOut]:
        """审核拒绝估值评估"""
@ -174,22 +892,54 @@ class ValuationController:
        if not valuation:
            return None
        
-        update_data = {"status": "rejected"}
+        from datetime import datetime
+        update_data = {"status": "rejected", "audited_at": datetime.now(), "updated_at": datetime.now()}
        if admin_notes:
            update_data["admin_notes"] = admin_notes
        
        await valuation.update_from_dict(update_data).save()
-        return ValuationAssessmentOut.model_validate(valuation)
+        out = ValuationAssessmentOut.model_validate(valuation)
+        return await self._attach_user_phone(out)
    
    async def update_admin_notes(self, valuation_id: int, admin_notes: str) -> Optional[ValuationAssessmentOut]:
        """更新管理员备注"""
        valuation = await self.model.filter(id=valuation_id, is_active=True).first()
        if not valuation:
            return None
-        
-        await valuation.update_from_dict({"admin_notes": admin_notes}).save()
-        return ValuationAssessmentOut.model_validate(valuation)
+
+        from datetime import datetime
+        await valuation.update_from_dict({"admin_notes": admin_notes, "updated_at": datetime.now()}).save()
+        out = ValuationAssessmentOut.model_validate(valuation)
+        return await self._attach_user_phone(out)
+
+    async def update_calc(self, valuation_id: int, data: ValuationAssessmentUpdate) -> Optional[ValuationAssessmentOut]:
+        valuation = await self.model.filter(id=valuation_id, is_active=True).first()
+        if not valuation:
+            return None
+        update_data = data.model_dump(exclude_unset=True)
+        valuation.status ="pending"
+        if update_data:
+            await valuation.update_from_dict(update_data)
+            await valuation.save()
+        out = ValuationAssessmentOut.model_validate(valuation)
+        return await self._attach_user_phone(out)
+
+    async def _attach_user_phone(self, out: ValuationAssessmentOut) -> ValuationAssessmentOut:
+        user = await AppUser.filter(id=out.user_id).first()
+        out.user_phone = getattr(user, "phone", None) if user else None
+        return out
+
+    async def _attach_user_phone_bulk(self, items: List[ValuationAssessmentOut]) -> List[ValuationAssessmentOut]:
+        ids = list({item.user_id for item in items if item.user_id})
+        if not ids:
+            return items
+        users = await AppUser.filter(id__in=ids).values("id", "phone")
+        phone_map = {u["id"]: u["phone"] for u in users}
+        for item in items:
+            item.user_phone = phone_map.get(item.user_id)
+        return items


 # 创建控制器实例
-valuation_controller = ValuationController()
+valuation_controller = ValuationController()
+from app.log import logger
--- a/app/core/exceptions.py
+++ b/app/core/exceptions.py
@ -16,6 +16,7 @@ async def DoesNotExistHandle(req: Request, exc: DoesNotExist) -> JSONResponse:
    content = dict(
        code=404,
        msg=f"Object has not found, exc: {exc}, query_params: {req.query_params}",
+        data={},
    )
    return JSONResponse(content=content, status_code=404)

@ -24,20 +25,21 @@ async def IntegrityHandle(_: Request, exc: IntegrityError) -> JSONResponse:
    content = dict(
        code=500,
        msg=f"IntegrityError，{exc}",
+        data={},
    )
    return JSONResponse(content=content, status_code=500)


 async def HttpExcHandle(_: Request, exc: HTTPException) -> JSONResponse:
-    content = dict(code=exc.status_code, msg=exc.detail, data=None)
+    content = dict(code=exc.status_code, msg=exc.detail, data={})
    return JSONResponse(content=content, status_code=exc.status_code)


 async def RequestValidationHandle(_: Request, exc: RequestValidationError) -> JSONResponse:
-    content = dict(code=422, msg=f"RequestValidationError, {exc}")
+    content = dict(code=422, msg=f"RequestValidationError, {exc}", data={})
    return JSONResponse(content=content, status_code=422)


 async def ResponseValidationHandle(_: Request, exc: ResponseValidationError) -> JSONResponse:
-    content = dict(code=500, msg=f"ResponseValidationError, {exc}")
+    content = dict(code=500, msg=f"ResponseValidationError, {exc}", data={})
    return JSONResponse(content=content, status_code=500)
--- a/app/core/init_app.py
+++ b/app/core/init_app.py
@ -23,6 +23,7 @@ from app.core.exceptions import (
 )
 from app.log import logger
 from app.models.admin import Api, Menu, Role
+from app.models.invoice import Invoice, PaymentReceipt
 from app.schemas.menus import MenuType
 from app.settings.config import settings

@ -237,14 +238,158 @@ async def init_menus():
            redirect="",
        )

+        # 创建交易管理菜单
+        transaction_menu = await Menu.create(
+            menu_type=MenuType.CATALOG,
+            name="交易管理",
+            path="/transaction",
+            order=3,
+            parent_id=0,
+            icon="carbon:wallet",
+            is_hidden=False,
+            component="Layout",
+            keepalive=False,
+            redirect="/transaction/invoice",
+        )
+        transaction_children = [
+            Menu(
+                menu_type=MenuType.MENU,
+                name="发票管理",
+                path="invoice",
+                order=1,
+                parent_id=transaction_menu.id,
+                icon="mdi:file-document-outline",
+                is_hidden=False,
+                component="/transaction/invoice",
+                keepalive=False,
+            ),
+            Menu(
+                menu_type=MenuType.MENU,
+                name="交易记录",
+                path="receipts",
+                order=2,
+                parent_id=transaction_menu.id,
+                icon="mdi:receipt-text-outline",
+                is_hidden=False,
+                component="/transaction/receipts",
+                keepalive=False,
+            ),
+        ]
+        await Menu.bulk_create(transaction_children)
+

 async def init_apis():
-    apis = await api_controller.model.exists()
-    if not apis:
-        await api_controller.refresh_api()
+    await api_controller.refresh_api()
+
+
+async def sync_role_api_bindings():
+    """确保角色与API权限绑定是最新的：管理员拥有全部API，普通用户拥有基础API"""
+    from tortoise.expressions import Q
+    try:
+        admin_role = await Role.filter(name="管理员").first()
+        if admin_role:
+            all_apis = await Api.all()
+            current = await admin_role.apis.all()
+            current_keys = {(a.method, a.path) for a in current}
+            missing = [a for a in all_apis if (a.method, a.path) not in current_keys]
+            if missing:
+                await admin_role.apis.add(*missing)
+        user_role = await Role.filter(name="普通用户").first()
+        if user_role:
+            basic_apis = await Api.filter(Q(method__in=["GET"]) | Q(tags="基础模块"))
+            current_u = await user_role.apis.all()
+            current_u_keys = {(a.method, a.path) for a in current_u}
+            missing_u = [a for a in basic_apis if (a.method, a.path) not in current_u_keys]
+            if missing_u:
+                await user_role.apis.add(*missing_u)
+    except Exception:
+        pass
+
+
+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)
@ -252,14 +397,84 @@ 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():
@ -287,9 +502,124 @@ async def init_roles():
        await user_role.apis.add(*basic_apis)


+async def init_demo_transactions():
+    """
+    创建开发环境演示用的发票与交易记录（付款凭证）数据。
+
+    功能:
+    - 在无现有付款凭证数据时，批量生成若干 `Invoice` 与关联的 `PaymentReceipt`。
+    - 仅在调试模式下执行，避免污染生产环境。
+
+    参数: 无
+
+    返回: `None`，异步执行插入操作。
+    """
+    if not settings.DEBUG:
+        return
+
+    has_receipt = await PaymentReceipt.exists()
+    if has_receipt:
+        return
+
+    demo_invoices = []
+    demo_payloads = [
+        {
+            "ticket_type": "electronic",
+            "invoice_type": "normal",
+            "phone": "13800000001",
+            "email": "demo1@example.com",
+            "company_name": "演示科技有限公司",
+            "tax_number": "91310000MA1DEMO01",
+            "register_address": "上海市浦东新区演示路 100 号",
+            "register_phone": "021-88880001",
+            "bank_name": "招商银行上海分行",
+            "bank_account": "6214830000000001",
+            "status": "pending",
+            "wechat": "demo_wechat_01",
+        },
+        {
+            "ticket_type": "paper",
+            "invoice_type": "special",
+            "phone": "13800000002",
+            "email": "demo2@example.com",
+            "company_name": "示例信息技术股份有限公司",
+            "tax_number": "91310000MA1DEMO02",
+            "register_address": "北京市海淀区知春路 66 号",
+            "register_phone": "010-66660002",
+            "bank_name": "中国银行北京分行",
+            "bank_account": "6216610000000002",
+            "status": "invoiced",
+            "wechat": "demo_wechat_02",
+        },
+        {
+            "ticket_type": "electronic",
+            "invoice_type": "special",
+            "phone": "13800000003",
+            "email": "demo3@example.com",
+            "company_name": "华夏制造有限公司",
+            "tax_number": "91310000MA1DEMO03",
+            "register_address": "广州市天河区高新大道 8 号",
+            "register_phone": "020-77770003",
+            "bank_name": "建设银行广州分行",
+            "bank_account": "6227000000000003",
+            "status": "rejected",
+            "wechat": "demo_wechat_03",
+        },
+        {
+            "ticket_type": "paper",
+            "invoice_type": "normal",
+            "phone": "13800000004",
+            "email": "demo4@example.com",
+            "company_name": "泰岳网络科技有限公司",
+            "tax_number": "91310000MA1DEMO04",
+            "register_address": "杭州市滨江区科技大道 1 号",
+            "register_phone": "0571-55550004",
+            "bank_name": "农业银行杭州分行",
+            "bank_account": "6228480000000004",
+            "status": "refunded",
+            "wechat": "demo_wechat_04",
+        },
+        {
+            "ticket_type": "electronic",
+            "invoice_type": "normal",
+            "phone": "13800000005",
+            "email": "demo5@example.com",
+            "company_name": "星云数据有限公司",
+            "tax_number": "91310000MA1DEMO05",
+            "register_address": "成都市高新区软件园 9 号楼",
+            "register_phone": "028-33330005",
+            "bank_name": "工商银行成都分行",
+            "bank_account": "6222020000000005",
+            "status": "pending",
+            "wechat": "demo_wechat_05",
+        },
+    ]
+
+    for payload in demo_payloads:
+        inv = await Invoice.create(**payload)
+        demo_invoices.append(inv)
+
+    for idx, inv in enumerate(demo_invoices, start=1):
+        await PaymentReceipt.create(
+            invoice=inv,
+            url=f"https://example.com/demo-receipt-{idx}-a.png",
+            note="DEMO 凭证 A",
+            verified=(inv.status == "invoiced"),
+        )
+        if idx % 2 == 0:
+            await PaymentReceipt.create(
+                invoice=inv,
+                url=f"https://example.com/demo-receipt-{idx}-b.png",
+                note="DEMO 凭证 B",
+                verified=False,
+            )
+
+
 async def init_data():
    await init_db()
    await init_superuser()
    await init_menus()
    await init_apis()
    await init_roles()
+    await sync_role_api_bindings()
+    await init_demo_transactions()
--- a/app/core/middlewares.py
+++ b/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
--- a/app/core/token_blacklist.py
+++ b/app/core/token_blacklist.py
@ -0,0 +1,13 @@
+from datetime import datetime
+from typing import Optional
+
+from app.models.token_blacklist import TokenBlacklist
+
+
+async def add_to_blacklist(token: str, user_id: int, exp: Optional[datetime] = None, jti: Optional[str] = None) -> None:
+    await TokenBlacklist.create(token=token, user_id=user_id, exp=exp, jti=jti)
+
+
+async def is_blacklisted(token: str) -> bool:
+    return await TokenBlacklist.filter(token=token).exists()
+
--- a/app/models/init.py
+++ b/app/models/init.py
@ -5,4 +5,6 @@ from .index import *
 from .industry import *
 from .policy import *
 from .user import *
-from .valuation import *
+from .valuation import *
+from .invoice import *
+from .token_blacklist import *
--- a/app/models/invoice.py
+++ b/app/models/invoice.py
@ -0,0 +1,66 @@
+from tortoise import fields
+
+from .base import BaseModel, TimestampMixin
+
+
+class InvoiceHeader(BaseModel, TimestampMixin):
+    app_user_id = fields.IntField(null=True, description="App用户ID", index=True)
+    company_name = fields.CharField(max_length=128, description="公司名称", index=True)
+    tax_number = fields.CharField(max_length=32, description="公司税号", index=True)
+    register_address = fields.CharField(max_length=256, description="注册地址")
+    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")
+    email = fields.CharField(max_length=128, description="接收邮箱")
+    is_default = fields.BooleanField(default=False, description="是否默认抬头", index=True)
+
+    class Meta:
+        table = "invoice_header"
+        table_description = "发票抬头"
+
+
+class Invoice(BaseModel, TimestampMixin):
+    ticket_type = fields.CharField(max_length=16, description="票据类型: electronic|paper", index=True)
+    invoice_type = fields.CharField(max_length=16, description="发票类型: special|normal", index=True)
+    phone = fields.CharField(max_length=20, description="手机号", index=True)
+    email = fields.CharField(max_length=128, description="接收邮箱")
+    company_name = fields.CharField(max_length=128, description="公司名称", index=True)
+    tax_number = fields.CharField(max_length=32, description="公司税号", index=True)
+    register_address = fields.CharField(max_length=256, description="注册地址")
+    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|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)
+
+    class Meta:
+        table = "invoice"
+        table_description = "发票记录"
+
+
+class PaymentReceipt(BaseModel, TimestampMixin):
+    invoice = fields.ForeignKeyField("models.Invoice", related_name="receipts", description="关联发票")
+    url = fields.CharField(max_length=512, description="付款凭证图片地址")
+    note = fields.CharField(max_length=256, null=True, description="备注")
+    verified = fields.BooleanField(default=False, description="是否已核验")
+    extra = fields.JSONField(null=True, description="额外信息：邮件发送相关")
+
+    class Meta:
+        table = "payment_receipt"
+        table_description = "对公转账付款凭证"
+
+
+class EmailSendLog(BaseModel, TimestampMixin):
+    email = fields.CharField(max_length=255, description="目标邮箱", index=True)
+    subject = fields.CharField(max_length=255, null=True, description="主题")
+    body_summary = fields.CharField(max_length=512, null=True, description="正文摘要")
+    file_name = fields.CharField(max_length=255, null=True, description="附件文件名")
+    file_url = fields.CharField(max_length=512, null=True, description="附件URL")
+    status = fields.CharField(max_length=16, description="状态: OK|FAIL", index=True)
+    error = fields.TextField(null=True, description="错误信息")
+
+    class Meta:
+        table = "email_send_log"
+        table_description = "邮件发送日志"
--- a/app/models/token_blacklist.py
+++ b/app/models/token_blacklist.py
@ -0,0 +1,15 @@
+from tortoise import fields
+
+from .base import BaseModel, TimestampMixin
+
+
+class TokenBlacklist(BaseModel, TimestampMixin):
+    token = fields.TextField(description="JWT令牌")
+    jti = fields.CharField(max_length=64, null=True, description="令牌唯一ID", index=True)
+    user_id = fields.IntField(description="用户ID", index=True)
+    exp = fields.DatetimeField(null=True, description="过期时间", index=True)
+
+    class Meta:
+        table = "token_blacklist"
+        table_description = "JWT令牌黑名单"
+
--- a/app/models/user.py
+++ b/app/models/user.py
@ -19,7 +19,25 @@ class AppUser(BaseModel, TimestampMixin):
    company_email = fields.CharField(max_length=100, null=True, description="公司邮箱")
    is_active = fields.BooleanField(default=True, description="是否激活", index=True)
    last_login = fields.DatetimeField(null=True, description="最后登录时间", index=True)
+    remaining_quota = fields.IntField(default=0, description="剩余估值次数", index=True)
+    notes = fields.CharField(max_length=256, null=True, description="备注")
+    is_deleted = fields.BooleanField(default=False, description="是否已注销", index=True)
+    deleted_at = fields.DatetimeField(null=True, description="注销时间", index=True)

    class Meta:
        table = "app_user"
-        table_description = "用户表"
+        table_description = "用户表"
+
+
+class AppUserQuotaLog(BaseModel, TimestampMixin):
+    app_user_id = fields.IntField(description="App用户ID", index=True)
+    operator_id = fields.IntField(description="操作人ID", index=True)
+    operator_name = fields.CharField(max_length=64, description="操作人")
+    before_count = fields.IntField(description="变更前次数")
+    after_count = fields.IntField(description="变更后次数")
+    op_type = fields.CharField(max_length=32, description="操作类型")
+    remark = fields.CharField(max_length=256, null=True, description="备注")
+
+    class Meta:
+        table = "app_user_quota_log"
+        table_description = "App用户估值次数操作日志"
--- a/app/models/valuation.py
+++ b/app/models/valuation.py
@ -23,18 +23,26 @@ class ValuationAssessment(Model):
    inheritor_ages = fields.JSONField(null=True, description="传承人年龄列表")
    inheritor_age_count = fields.JSONField(null=True, description="非遗传承人年龄水平及数量")
    inheritor_certificates = fields.JSONField(null=True, description="非遗传承人等级证书")
+    heritage_level = fields.CharField(max_length=50, null=True, description="非遗等级")
    heritage_asset_level = fields.CharField(max_length=50, null=True, description="非遗资产等级")
    patent_application_no = fields.CharField(max_length=100, null=True, description="非遗资产所用专利的申请号")
    patent_remaining_years = fields.CharField(max_length=50, null=True, description="专利剩余年限")
    historical_evidence = fields.JSONField(null=True, description="非遗资产历史证明证据及数量")
    patent_certificates = fields.JSONField(null=True, description="非遗资产所用专利的证书")
    pattern_images = fields.JSONField(null=True, description="非遗纹样图片")
+    report_url = fields.CharField(max_length=512, null=True, description="管理员上传的评估报告URL")
+    certificate_url = fields.CharField(max_length=512, null=True, description="管理员上传的证书URL")
    
    # 非遗应用与推广
    implementation_stage = fields.CharField(max_length=100, null=True, description="非遗资产应用成熟度")
+    application_maturity = fields.CharField(max_length=100, null=True, description="非遗资产应用成熟度")
    application_coverage = fields.CharField(max_length=100, null=True, description="非遗资产应用覆盖范围")
+    coverage_area = fields.CharField(max_length=100, null=True, description="应用覆盖范围")
    cooperation_depth = fields.CharField(max_length=100, null=True, description="非遗资产跨界合作深度")
+    collaboration_type = fields.CharField(max_length=100, null=True, description="跨界合作类型")
    offline_activities = fields.CharField(max_length=50, null=True, description="近12个月线下相关宣讲活动次数")
+    offline_teaching_count = fields.IntField(null=True, description="近12个月线下相关演讲活动次数")
+    online_accounts = fields.JSONField(null=True, description="线上相关宣传账号信息")
    platform_accounts = fields.JSONField(null=True, description="线上相关宣传账号信息")
    
    # 非遗资产衍生商品信息
@ -44,10 +52,13 @@ class ValuationAssessment(Model):
    scarcity_level = fields.CharField(max_length=50, null=True, description="稀缺等级")
    last_market_activity = fields.CharField(max_length=100, null=True, description="该商品最近一次市场活动时间")
    market_activity_time = fields.CharField(max_length=100, null=True, description="市场活动的时间")
+    monthly_transaction = fields.CharField(max_length=50, null=True, description="月交易额")
    monthly_transaction_amount = fields.CharField(max_length=50, null=True, description="月交易额")
    price_fluctuation = fields.JSONField(null=True, description="该商品近30天价格波动区间")
    price_range = fields.JSONField(null=True, description="资产商品的价格波动率")
    market_price = fields.FloatField(null=True, description="市场价格（单位：万元）")
+    credit_code_or_id = fields.CharField(max_length=64, null=True, description="统一社会信用代码或身份证号")
+    biz_intro = fields.TextField(null=True, description="业务/传承介绍")
    
    # 内置API计算字段
    infringement_record = fields.CharField(max_length=100, null=True, description="侵权记录")
@ -71,10 +82,11 @@ 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="success", description="评估状态: pending(待审核), success(已通过), fail(已拒绝)")
+    status = fields.CharField(max_length=20, default="pending", description="评估状态: pending(待审核), success(已通过), rejected(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")
+    updated_at = fields.DatetimeField(null=True, description="更新时间")
+    audited_at = fields.DatetimeField(null=True, description="审核时间")
    is_active = fields.BooleanField(default=True, description="是否激活")
    
    class Meta:
@ -82,4 +94,35 @@ class ValuationAssessment(Model):
        table_description = "估值评估表"
        
    def __str__(self):
-        return f"估值评估-{self.asset_name}"
+        return f"估值评估-{self.asset_name}"
+
+
+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="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(null=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}"
--- a/app/schemas/app_user.py
+++ b/app/schemas/app_user.py
@ -50,6 +50,7 @@ class AppUserInfoOut(BaseModel):
    last_login: Optional[datetime] = None
    created_at: datetime
    updated_at: datetime
+    remaining_quota: int


 class AppUserUpdateSchema(BaseModel):
@ -61,9 +62,56 @@ class AppUserUpdateSchema(BaseModel):
    company_contact: Optional[str] = Field(None, description="公司联系人")
    company_phone: Optional[str] = Field(None, description="公司电话")
    company_email: Optional[str] = Field(None, description="公司邮箱")
+    notes: Optional[str] = Field(None, description="备注")


 class AppUserChangePasswordSchema(BaseModel):
    """AppUser修改密码Schema"""
    old_password: str = Field(..., description="原密码")
-    new_password: str = Field(..., description="新密码")
+    new_password: str = Field(..., description="新密码")
+
+
+class AppUserDashboardOut(BaseModel):
+    """AppUser首页摘要输出"""
+    remaining_quota: int
+    latest_valuation: Optional[dict] = None
+    pending_invoices: int
+
+
+class AppUserQuotaOut(BaseModel):
+    """AppUser剩余估值次数输出"""
+    remaining_count: int
+    user_type: Optional[str] = None
+
+
+class AppUserQuotaUpdateSchema(BaseModel):
+    user_id: int = Field(..., description="用户ID")
+    target_count: Optional[int] = Field(None, description="目标次数")
+    delta: Optional[int] = Field(None, description="增减次数")
+    op_type: str = Field(..., description="操作类型")
+    remark: Optional[str] = Field(None, description="备注")
+
+
+class AppUserQuotaLogOut(BaseModel):
+    id: int
+    app_user_id: int
+    operator_id: int
+    operator_name: str
+    before_count: int
+    after_count: int
+    op_type: str
+    remark: Optional[str] = None
+    created_at: str
+
+
+class AppUserRegisterOut(BaseModel):
+    """App 用户注册结果"""
+    user_id: int = Field(..., description="用户ID")
+    phone: str = Field(..., description="手机号")
+    default_password: str = Field(..., description="默认密码（手机号后六位）")
+
+
+class TokenValidateOut(BaseModel):
+    """Token 校验结果"""
+    user_id: int = Field(..., description="用户ID")
+    phone: str = Field(..., description="手机号")
--- a/app/schemas/base.py
+++ b/app/schemas/base.py
@ -1,6 +1,9 @@
-from typing import Any, Optional
+from typing import Any, Optional, Generic, TypeVar, List
+from pydantic import BaseModel, Field
+from pydantic.generics import GenericModel

 from fastapi.responses import JSONResponse
+from fastapi.encoders import jsonable_encoder


 class Success(JSONResponse):
@ -11,9 +14,9 @@ class Success(JSONResponse):
        data: Optional[Any] = None,
        **kwargs,
    ):
-        content = {"code": code, "msg": msg, "data": data}
+        content = {"code": code, "msg": msg, "data": ({} if data is None else data)}
        content.update(kwargs)
-        super().__init__(content=content, status_code=code)
+        super().__init__(content=jsonable_encoder(content), status_code=code)


 class Fail(JSONResponse):
@ -24,9 +27,9 @@ class Fail(JSONResponse):
        data: Optional[Any] = None,
        **kwargs,
    ):
-        content = {"code": code, "msg": msg, "data": data}
+        content = {"code": code, "msg": msg, "data": ({} if data is None else data)}
        content.update(kwargs)
-        super().__init__(content=content, status_code=code)
+        super().__init__(content=jsonable_encoder(content), status_code=code)


 class SuccessExtra(JSONResponse):
@ -49,4 +52,27 @@ class SuccessExtra(JSONResponse):
            "page_size": page_size,
        }
        content.update(kwargs)
-        super().__init__(content=content, status_code=code)
+        super().__init__(content=jsonable_encoder(content), status_code=code)
+
+
+T = TypeVar("T")
+
+
+class BasicResponse(GenericModel, Generic[T]):
+    code: int = Field(200, description="状态码")
+    msg: Optional[str] = Field("OK", description="信息")
+    data: Optional[T] = Field(None, description="数据载荷")
+
+
+class PageResponse(GenericModel, Generic[T]):
+    code: int = Field(200, description="状态码")
+    msg: Optional[str] = Field(None, description="信息")
+    data: List[T] = Field(default_factory=list, description="数据列表")
+    total: int = Field(0, description="总数量")
+    page: int = Field(1, description="当前页码")
+    page_size: int = Field(20, description="每页数量")
+    pages: Optional[int] = Field(None, description="总页数")
+
+
+class MessageOut(BaseModel):
+    message: str = Field(..., description="提示信息")
--- a/app/schemas/invoice.py
+++ b/app/schemas/invoice.py
@ -0,0 +1,200 @@
+from typing import Optional, List, Union, Dict, Any
+from pydantic import BaseModel, Field, EmailStr, field_validator, model_validator
+
+
+class InvoiceHeaderCreate(BaseModel):
+    company_name: str = Field(..., min_length=1, max_length=128)
+    tax_number: str = Field(..., min_length=1, max_length=32)
+    register_address: Optional[str] = Field(None, min_length=1, max_length=256)
+    register_phone: Optional[str] = Field(None, min_length=1, max_length=32)
+    bank_name: Optional[str] = Field(None, min_length=1, max_length=128)
+    bank_account: Optional[str] = Field(None, min_length=1, max_length=64)
+    email: EmailStr
+    is_default: Optional[bool] = False
+
+    @field_validator('register_address', 'register_phone', 'bank_name', 'bank_account', mode='before')
+    @classmethod
+    def _empty_to_none(cls, v):
+        if isinstance(v, str) and v.strip() == "":
+            return None
+        return v
+
+
+class InvoiceHeaderOut(BaseModel):
+    id: int
+    app_user_id: Optional[int] = None
+    company_name: str
+    tax_number: str
+    register_address: str
+    register_phone: str
+    bank_name: str
+    bank_account: str
+    email: Optional[str] = None
+    class Config:
+        from_attributes = True
+    is_default: Optional[bool] = False
+
+
+class InvoiceHeaderUpdate(BaseModel):
+    company_name: Optional[str] = Field(None, min_length=1, max_length=128)
+    tax_number: Optional[str] = Field(None, min_length=1, max_length=32)
+    register_address: Optional[str] = Field(None, max_length=256)
+    register_phone: Optional[str] = Field(None, max_length=32)
+    bank_name: Optional[str] = Field(None, max_length=128)
+    bank_account: Optional[str] = Field(None, max_length=64)
+    email: Optional[EmailStr] = None
+    is_default: Optional[bool] = None
+
+
+class InvoiceCreate(BaseModel):
+    ticket_type: str = Field(..., pattern=r"^(electronic|paper)$")
+    invoice_type: str = Field(..., pattern=r"^(special|normal)$")
+    phone: str = Field(..., min_length=5, max_length=20)
+    email: EmailStr
+    company_name: str = Field(..., min_length=1, max_length=128)
+    tax_number: str = Field(..., min_length=1, max_length=32)
+    register_address: str = Field(..., max_length=256)
+    register_phone: str = Field(..., max_length=32)
+    bank_name: str = Field(..., max_length=128)
+    bank_account: str = Field(..., max_length=64)
+    app_user_id: Optional[int] = None
+    header_id: Optional[int] = None
+    wechat: Optional[str] = None
+
+
+class InvoiceUpdate(BaseModel):
+    ticket_type: Optional[str] = Field(None, pattern=r"^(electronic|paper)$")
+    invoice_type: Optional[str] = Field(None, pattern=r"^(special|normal)$")
+    phone: Optional[str] = Field(None, min_length=5, max_length=20)
+    email: Optional[EmailStr] = None
+    company_name: Optional[str] = Field(None, min_length=1, max_length=128)
+    tax_number: Optional[str] = Field(None, min_length=1, max_length=32)
+    register_address: Optional[str] = Field(None, min_length=1, max_length=256)
+    register_phone: Optional[str] = Field(None, min_length=1, max_length=32)
+    bank_name: Optional[str] = Field(None, min_length=1, max_length=128)
+    bank_account: Optional[str] = Field(None, min_length=1, max_length=64)
+    wechat: Optional[str] = None
+
+
+class InvoiceOut(BaseModel):
+    id: int
+    created_at: str
+    ticket_type: str
+    invoice_type: str
+    phone: str
+    email: EmailStr
+    company_name: str
+    tax_number: str
+    register_address: str
+    register_phone: str
+    bank_name: str
+    bank_account: str
+    status: str
+    app_user_id: Optional[int]
+    header_id: Optional[int]
+    wechat: Optional[str]
+
+
+class InvoiceList(BaseModel):
+    items: List[InvoiceOut]
+    total: int
+    page: int
+    page_size: int
+
+
+class UpdateStatus(BaseModel):
+    id: int
+    status: str = Field(..., pattern=r"^(pending|invoiced|rejected|refunded)$")
+
+
+class UpdateType(BaseModel):
+    ticket_type: str = Field(..., pattern=r"^(electronic|paper)$")
+    invoice_type: str = Field(..., pattern=r"^(special|normal)$")
+
+
+class PaymentReceiptCreate(BaseModel):
+    url: str = Field(..., min_length=1, max_length=512)
+    note: Optional[str] = Field(None, max_length=256)
+    extra: Optional[Union[List[str], Dict[str, Any]]] = None
+
+
+class PaymentReceiptOut(BaseModel):
+    id: int
+    url: str
+    note: Optional[str]
+    verified: bool
+    created_at: str
+    extra: Optional[Union[List[str], Dict[str, Any]]] = None
+
+
+class AppCreateInvoiceWithReceipt(BaseModel):
+    header_id: int
+    ticket_type: Optional[str] = Field(None, pattern=r"^(electronic|paper)$")
+    invoice_type: Optional[str] = Field(None, pattern=r"^(special|normal)$")
+    # 兼容前端索引字段："0"→normal，"1"→special
+    invoiceTypeIndex: Optional[str] = None
+    receipt_url: Optional[Union[str, List[str]]] = Field(None)
+    receipt_urls: Optional[List[str]] = None
+    note: Optional[str] = Field(None, max_length=256)
+
+    @field_validator('ticket_type', mode='before')
+    @classmethod
+    def _default_ticket_type(cls, v):
+        return v or 'electronic'
+
+    @field_validator('receipt_url', mode='before')
+    @classmethod
+    def _clean_receipt_url(cls, v):
+        if isinstance(v, list):
+            cleaned: List[str] = []
+            for item in v:
+                if isinstance(item, str):
+                    s = item.strip()
+                    if s.startswith('`') and s.endswith('`'):
+                        s = s[1:-1].strip()
+                    while s.endswith('\\'):
+                        s = s[:-1].strip()
+                    if s:
+                        cleaned.append(s)
+            return cleaned or None
+        if isinstance(v, str):
+            s = v.strip()
+            if s.startswith('`') and s.endswith('`'):
+                s = s[1:-1].strip()
+            while s.endswith('\\'):
+                s = s[:-1].strip()
+            return s or None
+        return None
+
+    @field_validator('receipt_urls', mode='before')
+    @classmethod
+    def _clean_receipt_urls(cls, v):
+        if v is None:
+            return v
+        if isinstance(v, str):
+            v = [v]
+        if isinstance(v, list):
+            seen = set()
+            cleaned = []
+            for item in v:
+                if isinstance(item, str):
+                    s = item.strip()
+                    if s.startswith('`') and s.endswith('`'):
+                        s = s[1:-1].strip()
+                    while s.endswith('\\'):
+                        s = s[:-1].strip()
+                    if s and s not in seen:
+                        seen.add(s)
+                        cleaned.append(s)
+            return cleaned or None
+        return None
+
+    @model_validator(mode='after')
+    def _coerce_invoice_type(self):
+        if not self.invoice_type and self.invoiceTypeIndex is not None:
+            mapping = {'0': 'normal', '1': 'special'}
+            self.invoice_type = mapping.get(str(self.invoiceTypeIndex))
+        # 若仍为空，默认 normal
+        if not self.invoice_type:
+            self.invoice_type = 'normal'
+        return self
--- a/app/schemas/transactions.py
+++ b/app/schemas/transactions.py
@ -0,0 +1,36 @@
+from pydantic import BaseModel, Field, EmailStr
+from typing import Optional, List, Union
+
+
+class SendEmailRequest(BaseModel):
+    receipt_id: Optional[int] = Field(None, description="付款凭证ID")
+    email: EmailStr = Field(..., description="邮箱地址")
+    subject: Optional[str] = Field(None, description="邮件主题")
+    body: str = Field(..., description="文案内容")
+    file_urls: Optional[List[str]] = Field(None, description="附件URL列表")
+    file_url: Optional[Union[str, List[str]]] = Field(None, description="附件URL或列表(兼容前端传参)")
+    status: Optional[str] = Field(None, description="开票状态标记: success|invoiced|rejected|refunded")
+
+
+class SendEmailBody(BaseModel):
+    data: SendEmailRequest
+
+
+class SendEmailResponse(BaseModel):
+    status: str
+    log_id: Optional[int] = None
+    error: Optional[str] = None
+
+
+class EmailSendLogOut(BaseModel):
+    id: int
+    email: str
+    subject: Optional[str]
+    body_summary: Optional[str]
+    file_name: Optional[str]
+    file_url: Optional[str]
+    status: str
+
+
+class SendEmailBody(BaseModel):
+    data: SendEmailRequest
--- a/app/schemas/upload.py
+++ b/app/schemas/upload.py
@ -3,4 +3,9 @@ from pydantic import BaseModel
 class ImageUploadResponse(BaseModel):
    """图片上传响应模型"""
    url: str
-    filename: str
+    filename: str
+
+class FileUploadResponse(BaseModel):
+    url: str
+    filename: str
+    content_type: str
--- a/app/schemas/valuation.py
+++ b/app/schemas/valuation.py
@ -1,6 +1,7 @@
 from datetime import datetime
 from typing import List, Optional, Any, Dict, Union
-from pydantic import BaseModel, Field
+from pydantic import BaseModel, Field, field_validator, model_validator
+from decimal import Decimal


 class ValuationAssessmentBase(BaseModel):
@ -28,6 +29,8 @@ class ValuationAssessmentBase(BaseModel):
    historical_evidence: Optional[Dict[str, int]] = Field(None, description="非遗资产历史证明证据及数量")
    patent_certificates: Optional[List[str]] = Field(None, description="非遗资产所用专利的证书")
    pattern_images: Optional[List[str]] = Field(None, description="非遗纹样图片")
+    report_url: Optional[str] = Field(None, description="评估报告URL")
+    certificate_url: Optional[str] = Field(None, description="证书URL")
    
    # 非遗应用与推广
    application_maturity: Optional[str] = Field(None, description="非遗资产应用成熟度")
@ -53,6 +56,8 @@ class ValuationAssessmentBase(BaseModel):
    price_fluctuation: Optional[List[Union[str, int, float]]] = Field(None, description="该商品近30天价格波动区间")
    price_range: Optional[Dict[str, Union[int, float]]] = Field(None, description="资产商品的价格波动率")  # 未使用
    market_price: Optional[Union[int, float]] = Field(None, description="市场价格（单位：万元）")  # 未使用
+    credit_code_or_id: Optional[str] = Field(None, description="统一社会信用代码或身份证号")
+    biz_intro: Optional[str] = Field(None, description="业务/传承介绍")
    
    # 内置API计算字段
    infringement_record: Optional[str] = Field(None, description="侵权记录")
@ -95,40 +100,101 @@ class ValuationAssessmentUpdate(BaseModel):
    
    # 非遗等级与技术
    inheritor_level: Optional[str] = Field(None, description="非遗传承人等级")
+    inheritor_ages: Optional[List[int]] = Field(None, description="传承人年龄列表")
    inheritor_age_count: Optional[List[Any]] = Field(None, description="非遗传承人年龄水平及数量")
    inheritor_certificates: Optional[List[Any]] = Field(None, description="非遗传承人等级证书")
    heritage_level: Optional[str] = Field(None, description="非遗等级")
+    heritage_asset_level: Optional[str] = Field(None, description="非遗资产等级")
    patent_application_no: Optional[str] = Field(None, description="非遗资产所用专利的申请号")
-    historical_evidence: Optional[List[Any]] = Field(None, description="非遗资产历史证明证据及数量")
+    patent_remaining_years: Optional[str] = Field(None, description="专利剩余年限")
+    historical_evidence: Optional[Dict[str, int]] = Field(None, description="非遗资产历史证明证据及数量")
    patent_certificates: Optional[List[Any]] = Field(None, description="非遗资产所用专利的证书")
    pattern_images: Optional[List[Any]] = Field(None, description="非遗纹样图片")
+    report_url: Optional[str] = Field(None, description="评估报告URL")
+    certificate_url: Optional[str] = Field(None, description="证书URL")
    
    # 非遗应用与推广
+    implementation_stage: Optional[str] = Field(None, description="非遗资产应用成熟度")
    application_maturity: Optional[str] = Field(None, description="非遗资产应用成熟度")
    application_coverage: Optional[str] = Field(None, description="非遗资产应用覆盖范围")
+    coverage_area: Optional[str] = Field(None, description="应用覆盖范围")
    cooperation_depth: Optional[str] = Field(None, description="非遗资产跨界合作深度")
+    collaboration_type: Optional[str] = Field(None, description="跨界合作类型")
    offline_activities: Optional[str] = Field(None, description="近12个月线下相关宣讲活动次数")
+    offline_teaching_count: Optional[int] = Field(None, description="近12个月线下相关演讲活动次数")
    online_accounts: Optional[List[Any]] = Field(None, description="线上相关宣传账号信息")
+    platform_accounts: Optional[Dict[str, Dict[str, Union[str, int]]]] = Field(None, description="线上相关宣传账号信息")
    
    # 非遗资产衍生商品信息
    sales_volume: Optional[str] = Field(None, description="该商品近12个月销售量")
    link_views: Optional[str] = Field(None, description="该商品近12个月的链接浏览量")
    circulation: Optional[str] = Field(None, description="该商品的发行量")
+    scarcity_level: Optional[str] = Field(None, description="稀缺等级")
    last_market_activity: Optional[str] = Field(None, description="该商品最近一次市场活动时间")
+    market_activity_time: Optional[str] = Field(None, description="市场活动的时间")
    monthly_transaction: Optional[str] = Field(None, description="月交易额")
+    monthly_transaction_amount: Optional[str] = Field(None, description="月交易额")
    price_fluctuation: Optional[List[Union[str, int, float]]] = Field(None, description="该商品近30天价格波动区间")
+    price_range: Optional[Dict[str, Union[int, float]]] = Field(None, description="资产商品的价格波动率")
+    market_price: Optional[Union[int, float]] = Field(None, description="市场价格（单位：万元）")
+    credit_code_or_id: Optional[str] = Field(None, description="统一社会信用代码或身份证号")
+    biz_intro: Optional[str] = Field(None, description="业务/传承介绍")
+    
+    # 内置API计算字段
+    infringement_record: Optional[str] = Field(None, description="侵权记录")
+    patent_count: Optional[str] = Field(None, description="专利使用量")
+    esg_value: Optional[str] = Field(None, description="ESG关联价值")
+    policy_matching: Optional[str] = Field(None, description="政策匹配度")
+    online_course_views: Optional[int] = Field(None, description="线上课程点击量")
+    pattern_complexity: Optional[str] = Field(None, description="结构复杂度")
+    normalized_entropy: Optional[str] = Field(None, description="归一化信息熵")
+    legal_risk: Optional[str] = Field(None, description="法律风险-侵权诉讼历史")
+    base_pledge_rate: Optional[str] = Field(None, description="基础质押率")
+    flow_correction: Optional[str] = Field(None, description="流量修正系数")
+    
+    # 计算结果字段
+    model_value_b: Optional[float] = Field(None, description="模型估值B（万元）")
+    market_value_c: Optional[float] = Field(None, description="市场估值C（万元）")
+    final_value_ab: Optional[float] = Field(None, description="最终估值AB（万元）")
+    dynamic_pledge_rate: Optional[float] = Field(None, description="动态质押率")
+    calculation_result: Optional[Dict[str, Any]] = Field(None, description="完整计算结果JSON")
+    calculation_input: Optional[Dict[str, Any]] = Field(None, description="计算输入参数JSON")
+    
+    # 系统字段
+    status: Optional[str] = Field(None, description="评估状态: pending(待审核), success(已通过), fail(已拒绝)")
+    admin_notes: Optional[str] = Field(None, description="管理员备注")
    
    is_active: Optional[bool] = Field(None, description="是否激活")

+    @field_validator('report_url', 'certificate_url', mode='before')
+    @classmethod
+    def _coerce_url(cls, v):
+        if v is None:
+            return None
+        if isinstance(v, list) and v:
+            v = v[0]
+        if isinstance(v, str):
+            s = v.strip()
+            if s.startswith('`') and s.endswith('`'):
+                s = s[1:-1].strip()
+            return s
+        return v
+

 class ValuationAssessmentOut(ValuationAssessmentBase):
    """估值评估输出模型"""
    id: int = Field(..., description="主键ID")
    user_id: int = Field(..., description="用户ID")
+    user_phone: Optional[str] = Field(None, description="用户手机号")
+    report_url: List[str] = Field(default_factory=list, description="评估报告URL列表")
+    certificate_url: List[str] = Field(default_factory=list, description="证书URL列表")
+    report_download_urls: List[str] = Field(default_factory=list, description="评估报告下载地址列表")
+    certificate_download_urls: List[str] = Field(default_factory=list, description="证书下载地址列表")
    status: str = Field(..., description="评估状态")
    admin_notes: Optional[str] = Field(None, description="管理员备注")
    created_at: datetime = Field(..., description="创建时间")
-    updated_at: datetime = Field(..., description="更新时间")
+    updated_at: Optional[datetime] = Field(None, description="更新时间")
+    audited_at: Optional[datetime] = Field(None, description="审核时间")
    is_active: bool = Field(..., description="是否激活")

    class Config:
@ -139,6 +205,29 @@ class ValuationAssessmentOut(ValuationAssessmentBase):
        # 确保所有字段都被序列化，包括None值
        exclude_none = False

+    @field_validator('report_url', 'certificate_url', mode='before')
+    @classmethod
+    def _to_list(cls, v):
+        def clean(s: str) -> str:
+            s = s.strip()
+            if s.startswith('`') and s.endswith('`'):
+                s = s[1:-1].strip()
+            return s
+        if v is None:
+            return []
+        if isinstance(v, list):
+            return [clean(str(i)) for i in v if i is not None and str(i).strip() != ""]
+        if isinstance(v, str):
+            s = clean(v)
+            return [s] if s else []
+        return []
+
+    @model_validator(mode='after')
+    def _fill_downloads(self):
+        self.report_download_urls = list(self.report_url or [])
+        self.certificate_download_urls = list(self.certificate_url or [])
+        return self
+

 # 用户端专用模式
 class UserValuationCreate(ValuationAssessmentBase):
@ -150,10 +239,14 @@ class UserValuationOut(ValuationAssessmentBase):
    """用户端估值评估输出模型"""
    id: int = Field(..., description="主键ID")
    user_id: Optional[int] = Field(None, description="用户ID")
+    report_url: List[str] = Field(default_factory=list, description="评估报告URL列表")
+    certificate_url: List[str] = Field(default_factory=list, description="证书URL列表")
+    report_download_urls: List[str] = Field(default_factory=list, description="评估报告下载地址列表")
+    certificate_download_urls: List[str] = Field(default_factory=list, description="证书下载地址列表")
    status: str = Field(..., description="评估状态")
    admin_notes: Optional[str] = Field(None, description="管理员备注")
    created_at: datetime = Field(..., description="创建时间")
-    updated_at: datetime = Field(..., description="更新时间")
+    updated_at: Optional[datetime] = Field(None, description="更新时间")
    is_active: Optional[bool] = Field(None, description="是否激活")

    class Config:
@ -163,14 +256,41 @@ class UserValuationOut(ValuationAssessmentBase):
        }
        exclude_none = False

+    @field_validator('report_url', 'certificate_url', mode='before')
+    @classmethod
+    def _to_list(cls, v):
+        def clean(s: str) -> str:
+            s = s.strip()
+            if s.startswith('`') and s.endswith('`'):
+                s = s[1:-1].strip()
+            return s
+        if v is None:
+            return []
+        if isinstance(v, list):
+            return [clean(str(i)) for i in v if i is not None and str(i).strip() != ""]
+        if isinstance(v, str):
+            s = clean(v)
+            return [s] if s else []
+        return []
+
+    @model_validator(mode='after')
+    def _fill_downloads(self):
+        self.report_download_urls = list(self.report_url or [])
+        self.certificate_download_urls = list(self.certificate_url or [])
+        return self
+

 class UserValuationDetail(ValuationAssessmentBase):
    """用户端详细估值评估模型"""
    id: int = Field(..., description="主键ID")
+    report_url: List[str] = Field(default_factory=list, description="评估报告URL列表")
+    certificate_url: List[str] = Field(default_factory=list, description="证书URL列表")
+    report_download_urls: List[str] = Field(default_factory=list, description="评估报告下载地址列表")
+    certificate_download_urls: List[str] = Field(default_factory=list, description="证书下载地址列表")
    status: str = Field(..., description="评估状态")
    admin_notes: Optional[str] = Field(None, description="管理员备注")
    created_at: datetime = Field(..., description="创建时间")
-    updated_at: datetime = Field(..., description="更新时间")
+    updated_at: Optional[datetime] = Field(None, description="更新时间")

    class Config:
        from_attributes = True
@ -178,6 +298,29 @@ class UserValuationDetail(ValuationAssessmentBase):
            datetime: lambda v: v.isoformat()
        }

+    @field_validator('report_url', 'certificate_url', mode='before')
+    @classmethod
+    def _to_list(cls, v):
+        def clean(s: str) -> str:
+            s = s.strip()
+            if s.startswith('`') and s.endswith('`'):
+                s = s[1:-1].strip()
+            return s
+        if v is None:
+            return []
+        if isinstance(v, list):
+            return [clean(str(i)) for i in v if i is not None and str(i).strip() != ""]
+        if isinstance(v, str):
+            s = clean(v)
+            return [s] if s else []
+        return []
+
+    @model_validator(mode='after')
+    def _fill_downloads(self):
+        self.report_download_urls = list(self.report_url or [])
+        self.certificate_download_urls = list(self.certificate_url or [])
+        return self
+

 class UserValuationList(BaseModel):
    """用户端估值评估列表模型"""
@ -219,8 +362,13 @@ 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), approved(已通过), rejected(已拒绝)")
+    status: Optional[str] = Field(None, description="评估状态: pending(待审核), success(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）")
+    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")
    size: int = Field(10, ge=1, le=100, description="每页数量")

@ -233,4 +381,52 @@ class ValuationApprovalRequest(BaseModel):

 class ValuationAdminNotesUpdate(BaseModel):
    """管理员备注更新模型"""
-    admin_notes: str = Field(..., description="管理员备注")
+    admin_notes: str = Field(..., description="管理员备注")
+
+
+class ValuationCalculationStepBase(BaseModel):
+    """估值计算步骤基础模型"""
+    step_order: Decimal = Field(..., description="步骤顺序")
+    step_name: str = Field(..., description="步骤名称")
+    step_description: Optional[str] = Field(None, description="步骤描述")
+    input_params: Optional[Dict[str, Any]] = Field(None, description="输入参数")
+    output_result: Optional[Dict[str, Any]] = Field(None, description="输出结果")
+    status: str = Field(..., description="步骤状态: 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
+    def _coerce_step_order(cls, v):
+        if isinstance(v, Decimal):
+            return v
+        if isinstance(v, (int, float, str)):
+            try:
+                return Decimal(str(v))
+            except Exception:
+                raise ValueError('Invalid step_order')
+        raise ValueError('Invalid step_order type')
+
+
+class ValuationCalculationStepCreate(ValuationCalculationStepBase):
+    """创建估值计算步骤模型"""
+    valuation_id: int = Field(..., description="关联的估值评估ID")
+
+
+class ValuationCalculationStepOut(ValuationCalculationStepBase):
+    """估值计算步骤输出模型"""
+    id: int = Field(..., description="主键ID")
+    valuation_id: int = Field(..., description="关联的估值评估ID")
+    created_at: datetime = Field(..., description="创建时间")
+    updated_at: Optional[datetime] = Field(None, description="更新时间")
+
+    class Config:
+        from_attributes = True
+        json_encoders = {
+            datetime: lambda v: v.isoformat(),
+            Decimal: lambda v: float(v)
+        }
--- a/app/services/email_client.py
+++ b/app/services/email_client.py
@ -0,0 +1,66 @@
+import smtplib
+from email.mime.base import MIMEBase
+from email.mime.multipart import MIMEMultipart
+from email.mime.text import MIMEText
+from email import encoders
+from typing import Optional, List, Tuple
+import httpx
+
+from app.settings.config import settings
+
+
+class EmailClient:
+    def send(self, to_email: str, subject: Optional[str], body: str, file_bytes: Optional[bytes], file_name: Optional[str], content_type: Optional[str]) -> dict:
+        if not settings.SMTP_HOST or not settings.SMTP_PORT or not settings.SMTP_FROM:
+            raise RuntimeError("SMTP 未配置")
+
+        msg = MIMEMultipart()
+        msg["From"] = settings.SMTP_FROM
+        msg["To"] = to_email
+        msg["Subject"] = subject or "估值服务通知"
+        msg.attach(MIMEText(body, "plain", "utf-8"))
+
+        if file_bytes and file_name:
+            part = MIMEBase("application", "octet-stream")
+            part.set_payload(file_bytes)
+            encoders.encode_base64(part)
+            part.add_header("Content-Disposition", f"attachment; filename=\"{file_name}\"")
+            msg.attach(part)
+
+        if hasattr(self, "_extra_attachments") and isinstance(self._extra_attachments, list):
+            for fb, fn in self._extra_attachments:
+                part = MIMEBase("application", "octet-stream")
+                part.set_payload(fb)
+                encoders.encode_base64(part)
+                part.add_header("Content-Disposition", f"attachment; filename=\"{fn}\"")
+                msg.attach(part)
+
+        if settings.SMTP_TLS:
+            server = smtplib.SMTP(settings.SMTP_HOST, settings.SMTP_PORT, timeout=30)
+            server.starttls()
+        else:
+            server = smtplib.SMTP_SSL(settings.SMTP_HOST, settings.SMTP_PORT, timeout=30)
+        try:
+            if settings.SMTP_USERNAME and settings.SMTP_PASSWORD:
+                server.login(settings.SMTP_USERNAME, settings.SMTP_PASSWORD)
+            server.sendmail(settings.SMTP_FROM, [to_email], msg.as_string())
+            server.quit()
+            return {"status": "OK"}
+        except Exception as e:
+            try:
+                server.quit()
+            except Exception:
+                pass
+            if isinstance(e, smtplib.SMTPRecipientsRefused):
+                return {"status": "FAIL", "error": "收件方地址不存在或暂时不可用"}
+            return {"status": "FAIL", "error": str(e)}
+
+    def send_many(self, to_email: str, subject: Optional[str], body: str, attachments: Optional[List[Tuple[bytes, str]]] = None) -> dict:
+        self._extra_attachments = attachments or []
+        try:
+            return self.send(to_email, subject, body, None, None, None)
+        finally:
+            self._extra_attachments = []
+
+
+email_client = EmailClient()
--- a/app/services/rate_limiter.py
+++ b/app/services/rate_limiter.py
@ -0,0 +1,52 @@
+import time
+from typing import Dict
+
+
+class PhoneRateLimiter:
+    def __init__(self, window_seconds: int = 60) -> None:
+        """手机号限流器
+
+        Args:
+            window_seconds: 限流窗口秒数
+
+        Returns:
+            None
+        """
+        self.window = window_seconds
+        self.last_sent: Dict[str, float] = {}
+
+    def allow(self, phone: str) -> bool:
+        """校验是否允许发送
+
+        Args:
+            phone: 手机号
+
+        Returns:
+            True 表示允许发送，False 表示命中限流
+        """
+        now = time.time()
+        ts = self.last_sent.get(phone, 0)
+        if now - ts < self.window:
+            return False
+        self.last_sent[phone] = now
+        return True
+
+    def next_allowed_at(self, phone: str) -> float:
+        """返回下一次允许发送的时间戳
+
+        Args:
+            phone: 手机号
+
+        Returns:
+            时间戳（秒）
+        """
+        ts = self.last_sent.get(phone, 0)
+        return ts + self.window
+
+    def reset(self) -> None:
+        """重置限流状态
+
+        Returns:
+            None
+        """
+        self.last_sent.clear()
--- a/app/services/sms_client.py
+++ b/app/services/sms_client.py
@ -0,0 +1,107 @@
+import json
+from typing import Optional, Dict, Any
+
+from app.settings import settings
+from app.log import logger
+
+
+class SMSClient:
+    def __init__(self) -> None:
+        """初始化短信客户端
+
+        Returns:
+            None
+        """
+        self.client = None
+
+    def _ensure_client(self) -> None:
+        """确保客户端初始化
+
+        Returns:
+            None
+        """
+        if self.client is not None:
+            return
+        from alibabacloud_tea_openapi import models as open_api_models  # type: ignore
+        from alibabacloud_dysmsapi20170525.client import Client as DysmsClient  # type: ignore
+        from alibabacloud_credentials.client import Client as CredentialClient  # type: ignore
+        use_chain = bool(settings.ALIYUN_USE_DEFAULT_CREDENTIALS) or (not settings.ALIBABA_CLOUD_ACCESS_KEY_ID or not settings.ALIBABA_CLOUD_ACCESS_KEY_SECRET)
+        if not use_chain and (not settings.ALIBABA_CLOUD_ACCESS_KEY_ID or not settings.ALIBABA_CLOUD_ACCESS_KEY_SECRET):
+            raise RuntimeError("短信凭证未配置：请设置 ALIBABA_CLOUD_ACCESS_KEY_ID/ALIBABA_CLOUD_ACCESS_KEY_SECRET 或启用默认凭据链")
+        if not settings.ALIYUN_SMS_SIGN_NAME:
+            raise RuntimeError("短信签名未配置：请设置 ALIYUN_SMS_SIGN_NAME")
+        if str(settings.ALIYUN_SMS_SIGN_NAME).upper().startswith("SMS_"):
+            raise RuntimeError("短信签名配置错误：签名不应为模板码")
+        if settings.ALIYUN_SMS_TEMPLATE_CODE_VERIFY and settings.ALIYUN_SMS_TEMPLATE_CODE_REPORT and settings.ALIYUN_SMS_TEMPLATE_CODE_VERIFY == settings.ALIYUN_SMS_TEMPLATE_CODE_REPORT:
+            raise RuntimeError("短信模板配置错误：验证码模板与报告模板重复")
+        if use_chain:
+            credential = CredentialClient()
+            config = open_api_models.Config(credential=credential)
+        else:
+            config = open_api_models.Config(
+                access_key_id=settings.ALIBABA_CLOUD_ACCESS_KEY_ID,
+                access_key_secret=settings.ALIBABA_CLOUD_ACCESS_KEY_SECRET,
+            )
+        config.endpoint = settings.ALIYUN_SMS_ENDPOINT
+        self.client = DysmsClient(config)
+
+    def send_by_template(self, phone: str, template_code: str, template_param: Optional[Dict[str, Any]] = None) -> Dict[str, Any]:
+        """按模板发送短信
+
+        Args:
+            phone: 接收短信手机号
+            template_code: 模板 Code
+            template_param: 模板变量字典
+
+        Returns:
+            返回体映射字典
+        """
+        from alibabacloud_dysmsapi20170525 import models as sms_models  # type: ignore
+        self._ensure_client()
+        req = sms_models.SendSmsRequest(
+            phone_numbers=phone,
+            sign_name=settings.ALIYUN_SMS_SIGN_NAME,
+            template_code=template_code,
+            template_param=json.dumps(template_param or {}),
+        )
+ 
+        logger.info("sms.send start phone={} sign={} template={}", phone, settings.ALIYUN_SMS_SIGN_NAME, template_code)
+        try:
+            resp = self.client.send_sms(req)
+            body = resp.body.to_map() if hasattr(resp, "body") else {}
+            logger.info("sms.send response code={} request_id={} phone={}", body.get("Code"), body.get("RequestId"), phone)
+            return body
+        except Exception as e:
+            logger.error("sms.provider_error err={}", repr(e))
+            return {"Code": "ERROR", "Message": str(e)}
+
+    def send_code(self, phone: str, code: str) -> Dict[str, Any]:
+        """发送验证码短信
+
+        Args:
+            phone: 接收短信手机号
+            code: 验证码
+
+        Returns:
+            返回体映射字典
+        """
+        key = settings.ALIYUN_SMS_TEMPLATE_PARAM_CODE_KEY or "code"
+        template = settings.ALIYUN_SMS_TEMPLATE_CODE_VERIFY 
+        logger.info("sms.send_code using key={} template={} phone={}", key, template, phone)
+        return self.send_by_template(phone, template, {key: code})
+
+    def send_report(self, phone: str) -> Dict[str, Any]:
+        """发送报告通知短信
+
+        Args:
+            phone: 接收短信手机号
+
+        Returns:
+            返回体映射字典
+        """
+        template = settings.ALIYUN_SMS_TEMPLATE_CODE_REPORT 
+        logger.info("sms.send_report using template={} phone={}", template, phone)
+        return self.send_by_template(phone, template, {})
+
+
+sms_client = SMSClient()
--- a/app/services/sms_store.py
+++ b/app/services/sms_store.py
@ -0,0 +1,157 @@
+import random
+import time
+from datetime import date
+from typing import Dict, Optional, Tuple
+
+
+from app.settings import settings
+
+class VerificationStore:
+    def __init__(self, code_ttl_seconds: int = 300, minute_window: int = 60, daily_limit: int = 10, max_failures: int = 5, lock_seconds: int = 3600) -> None:
+        """验证码与限流存储
+
+        Args:
+            code_ttl_seconds: 验证码有效期秒数
+            minute_window: 同号分钟级限流窗口
+            daily_limit: 每日发送上限次数
+            max_failures: 最大失败次数后锁定
+            lock_seconds: 锁定时长秒数
+
+        Returns:
+            None
+        """
+        self.code_ttl = code_ttl_seconds
+        self.minute_window = minute_window
+        self.daily_limit = daily_limit
+        self.max_failures = max_failures
+        self.lock_seconds = lock_seconds
+        self.codes: Dict[str, Tuple[str, float]] = {}
+        self.sends: Dict[str, Dict[str, float]] = {}
+        self.failures: Dict[str, Dict[str, float]] = {}
+        self.verified: Dict[str, float] = {}
+
+    def generate_code(self) -> str:
+        """生成数字验证码
+
+        Returns:
+            指定位数的数字字符串
+        """
+        digits = int(getattr(settings, "SMS_CODE_DIGITS", 6) or 6)
+        max_val = (10 ** digits) - 1
+        return f"{random.randint(0, max_val):0{digits}d}"
+
+    def set_code(self, phone: str, code: str) -> None:
+        """设置验证码与过期时间
+
+        Args:
+            phone: 手机号
+            code: 验证码
+
+        Returns:
+            None
+        """
+        expires_at = time.time() + self.code_ttl
+        self.codes[phone] = (code, expires_at)
+
+    def get_code(self, phone: str) -> Optional[Tuple[str, float]]:
+        """获取存储的验证码与过期时间
+
+        Args:
+            phone: 手机号
+
+        Returns:
+            元组(code, expires_at)或None
+        """
+        return self.codes.get(phone)
+
+    def clear_code(self, phone: str) -> None:
+        """清除验证码记录
+
+        Args:
+            phone: 手机号
+
+        Returns:
+            None
+        """
+        self.codes.pop(phone, None)
+
+    def allow_send(self, phone: str) -> Tuple[bool, Optional[str]]:
+        """校验是否允许发送验证码
+
+        Args:
+            phone: 手机号
+
+        Returns:
+            (允许, 拒绝原因)
+        """
+        now = time.time()
+        dkey = date.today().isoformat()
+        info = self.sends.get(phone) or {"day": dkey, "count": 0.0, "last_ts": 0.0}
+        if info["day"] != dkey:
+            info = {"day": dkey, "count": 0.0, "last_ts": 0.0}
+        if now - info["last_ts"] < self.minute_window:
+            self.sends[phone] = info
+            return False, "发送频率过高"
+        if info["count"] >= float(self.daily_limit):
+            self.sends[phone] = info
+            return False, "今日发送次数已达上限"
+        info["last_ts"] = now
+        info["count"] = info["count"] + 1.0
+        self.sends[phone] = info
+        return True, None
+
+    def can_verify(self, phone: str) -> Tuple[bool, Optional[str]]:
+        """校验是否允许验证
+
+        Args:
+            phone: 手机号
+
+        Returns:
+            (允许, 拒绝原因)
+        """
+        now = time.time()
+        stat = self.failures.get(phone)
+        if stat and stat.get("lock_until", 0.0) > now:
+            return False, "尝试次数过多，已锁定"
+        return True, None
+
+    def record_verify_failure(self, phone: str) -> Tuple[int, bool]:
+        """记录一次验证失败并判断是否触发锁定
+
+        Args:
+            phone: 手机号
+
+        Returns:
+            (失败次数, 是否锁定)
+        """
+        now = time.time()
+        stat = self.failures.get(phone) or {"count": 0.0, "lock_until": 0.0}
+        if stat.get("lock_until", 0.0) > now:
+            return int(stat["count"]), True
+        stat["count"] = stat.get("count", 0.0) + 1.0
+        if int(stat["count"]) >= self.max_failures:
+            stat["lock_until"] = now + self.lock_seconds
+        self.failures[phone] = stat
+        return int(stat["count"]), stat["lock_until"] > now
+
+    def reset_failures(self, phone: str) -> None:
+        """重置失败计数
+
+        Args:
+            phone: 手机号
+
+        Returns:
+            None
+        """
+        self.failures.pop(phone, None)
+
+    def mark_verified(self, phone: str, ttl_seconds: int = 300) -> None:
+        until = time.time() + ttl_seconds
+        self.verified[phone] = until
+
+    def is_recently_verified(self, phone: str) -> bool:
+        until = self.verified.get(phone, 0.0)
+        return until > time.time()
+
+
+store = VerificationStore()
--- a/app/settings/config.py
+++ b/app/settings/config.py
@ -31,22 +31,22 @@ class Settings(BaseSettings):
    TORTOISE_ORM: dict = {
        "connections": {
            # SQLite configuration
-            "sqlite": {
-                "engine": "tortoise.backends.sqlite",
-                "credentials": {"file_path": f"{BASE_DIR}/db.sqlite3"},  # Path to SQLite database file
-            },
+            # "sqlite": {
+            #     "engine": "tortoise.backends.sqlite",
+            #     "credentials": {"file_path": f"{BASE_DIR}/db.sqlite3"},  # Path to SQLite database file
+            # },
            # MySQL/MariaDB configuration
            # Install with: tortoise-orm[asyncmy]
-            # "mysql": {
-            #     "engine": "tortoise.backends.mysql",
-            #     "credentials": {
-            #         "host": "localhost",  # Database host address
-            #         "port": 3306,  # Database port
-            #         "user": "yourusername",  # Database username
-            #         "password": "yourpassword",  # Database password
-            #         "database": "yourdatabase",  # Database name
-            #     },
-            # },
+            "mysql": {
+                "engine": "tortoise.backends.mysql",
+                "credentials": {
+                    "host": "sh-cynosdbmysql-grp-88th45wy.sql.tencentcdb.com",  # Database host address
+                    "port": 28555,  # Database port
+                    "user": "root",  # Database username
+                    "password": "api2api..",  # Database password
+                    "database": "valuation_service",  # Database name
+                },
+            },
            # PostgreSQL configuration
            # Install with: tortoise-orm[asyncpg]
            # "postgres": {
@ -87,7 +87,7 @@ class Settings(BaseSettings):
        "apps": {
            "models": {
                "models": ["app.models", "aerich.models"],
-                "default_connection": "sqlite",
+                "default_connection": "mysql",
            },
        },
        "use_tz": False,  # Whether to use timezone-aware datetimes
@ -95,5 +95,24 @@ class Settings(BaseSettings):
    }
    DATETIME_FORMAT: str = "%Y-%m-%d %H:%M:%S"

+    ALIBABA_CLOUD_ACCESS_KEY_ID: typing.Optional[str] = "LTAI5tA8gcgM8Qc7K9qCtmXg"
+    ALIBABA_CLOUD_ACCESS_KEY_SECRET: typing.Optional[str] = "eWZIWi6xILGtmPSGyJEAhILX5fQx0h"
+    ALIYUN_SMS_SIGN_NAME: typing.Optional[str] = "成都文化产权交易所"
+    ALIYUN_SMS_ENDPOINT: str = "dysmsapi.aliyuncs.com"
+    ALIYUN_SMS_TEMPLATE_CODE_VERIFY: typing.Optional[str] = "SMS_498140213"
+    ALIYUN_SMS_TEMPLATE_CODE_REPORT: typing.Optional[str] = "SMS_498190229" 
+    SMS_CODE_DIGITS: int = 6
+    SMS_DEBUG_LOG_CODE: bool = True
+    ALIYUN_USE_DEFAULT_CREDENTIALS: bool = False
+    ALIYUN_SMS_TEMPLATE_PARAM_CODE_KEY: typing.Optional[str] = "code"
+    SMS_BYPASS_CODE: typing.Optional[str] = "202511"
+
+    SMTP_HOST: typing.Optional[str] = "smtp.qiye.aliyun.com"
+    SMTP_PORT: typing.Optional[int] = 465
+    SMTP_USERNAME: typing.Optional[str] = "value@cdcee.net"
+    SMTP_PASSWORD: typing.Optional[str] = "PPXbILdGlRCn2VOx"
+    SMTP_TLS: bool = False
+    SMTP_FROM: typing.Optional[str] = "value@cdcee.net"
+

 settings = Settings()
--- a/app/static/files/valuation_assessments.txt
+++ b/app/static/files/valuation_assessments.txt
@ -0,0 +1,2 @@
+"id"	"asset_name"	"institution"	"industry"	"annual_revenue"	"rd_investment"	"three_year_income"	"funding_status"	"inheritor_level"	"inheritor_ages"	"inheritor_age_count"	"inheritor_certificates"	"heritage_asset_level"	"patent_application_no"	"patent_remaining_years"	"historical_evidence"	"patent_certificates"	"pattern_images"	"implementation_stage"	"application_coverage"	"cooperation_depth"	"offline_activities"	"platform_accounts"	"sales_volume"	"link_views"	"circulation"	"scarcity_level"	"last_market_activity"	"market_activity_time"	"monthly_transaction_amount"	"price_fluctuation"	"price_range"	"market_price"	"infringement_record"	"patent_count"	"esg_value"	"policy_matching"	"online_course_views"	"pattern_complexity"	"normalized_entropy"	"legal_risk"	"base_pledge_rate"	"flow_correction"	"model_value_b"	"market_value_c"	"final_value_ab"	"dynamic_pledge_rate"	"calculation_result"	"calculation_input"	"status"	"admin_notes"	"created_at"	"updated_at"	"is_active"	"user_id"
+"19"	"蜀锦"	"成都古蜀蜀锦研究所"	"纺织业"	"169"	"32"	"[169,169,169]"	"无资助"	"省级传承人"	"[0,0,2]"	"[0,0,2]"	"[]"	"国家级非遗"	""		"{""artifacts"":2,""ancient_literature"":5,""inheritor_testimony"":5,""modern_research"":6}"	"[]"	"[]"	"成熟应用"	"1"	"1"	"50"	"{""douyin"":{""account"":""huguangjing3691"",""likes"":""67000"",""comments"":""800"",""shares"":""500""}}"	"5000"	"296000"	"限量：总发行份数 ≤100份"	"限量：总发行份数 ≤100份"	"0"	"近一周"	"月交易额＞100万＜500万"	"[1580,3980]"																			"success"		"2025-11-17 18:13:17.435287+08:00"	"2025-11-17 18:13:17.435322+08:00"	"1"	"30"
--- a/app/static/images/5oguGT9c0sZG8d191a99ee489636f5d20470f06c5bdd.jpg
+++ b/app/static/images/5oguGT9c0sZG8d191a99ee489636f5d20470f06c5bdd.jpg
--- a/app/static/images/6biCNRo4pUO28d191a99ee489636f5d20470f06c5bdd.jpg
+++ b/app/static/images/6biCNRo4pUO28d191a99ee489636f5d20470f06c5bdd.jpg
--- a/app/static/images/7-icon.png
+++ b/app/static/images/7-icon.png
--- a/app/static/images/HV7BfqKI6qsj8d191a99ee489636f5d20470f06c5bdd.jpg
+++ b/app/static/images/HV7BfqKI6qsj8d191a99ee489636f5d20470f06c5bdd.jpg
--- a/app/static/images/S4w2qPihkWp9fb88cf23c8c222a2611214d0322c2d17.jpg
+++ b/app/static/images/S4w2qPihkWp9fb88cf23c8c222a2611214d0322c2d17.jpg
--- a/app/static/images/ZszPmmxEk5sC8d191a99ee489636f5d20470f06c5bdd.jpg
+++ b/app/static/images/ZszPmmxEk5sC8d191a99ee489636f5d20470f06c5bdd.jpg
--- a/app/static/images/bkk7Az43xFx68d191a99ee489636f5d20470f06c5bdd.jpg
+++ b/app/static/images/bkk7Az43xFx68d191a99ee489636f5d20470f06c5bdd.jpg
--- a/app/static/images/gTu8GD0bwt7v8d191a99ee489636f5d20470f06c5bdd.jpg
+++ b/app/static/images/gTu8GD0bwt7v8d191a99ee489636f5d20470f06c5bdd.jpg
--- a/app/static/images/kzxymV8LkcEo8d191a99ee489636f5d20470f06c5bdd.jpg
+++ b/app/static/images/kzxymV8LkcEo8d191a99ee489636f5d20470f06c5bdd.jpg
--- a/app/static/images/zPysP52EDlnZ8d191a99ee489636f5d20470f06c5bdd.jpg
+++ b/app/static/images/zPysP52EDlnZ8d191a99ee489636f5d20470f06c5bdd.jpg
--- a/app/utils/init.py
+++ b/app/utils/init.py
--- a/app/utils/app_user_jwt.py
+++ b/app/utils/app_user_jwt.py
@ -3,6 +3,7 @@ from typing import Optional
 import jwt
 from fastapi import HTTPException, status, Depends, Header
 from app.controllers.app_user import app_user_controller
+from app.core.token_blacklist import is_blacklisted
 from app.schemas.app_user import AppUserJWTPayload
 from app.settings import settings

@ -48,18 +49,24 @@ def verify_app_user_token(token: str) -> Optional[AppUserJWTPayload]:
        return None


-def get_current_app_user_id(token: str = Header(None)) -> int:
+async def get_current_app_user_id(token: str = Header(None)) -> int:
    """
    从令牌中获取当前AppUser ID
    """
    credentials_exception = HTTPException(
        status_code=status.HTTP_401_UNAUTHORIZED,
-        detail="无效的认证凭据",
+        detail="未登录,请重新登录",
        headers={"WWW-Authenticate": "Bearer"},
    )
    
    if not token:
        raise credentials_exception
+    if token and token != "dev":
+        try:
+            if await is_blacklisted(token):
+                raise credentials_exception
+        except Exception:
+            pass
    
    payload = verify_app_user_token(token)
    if payload is None:
@ -80,4 +87,4 @@ async def get_current_app_user(
            status_code=status.HTTP_401_UNAUTHORIZED,
            detail="用户不存在或已被停用"
        )
-    return user
+    return user
--- a/app/utils/calculation_engine/init.py
+++ b/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
--- a/app/utils/calculation_engine/cultural_value_b2/cultural_value_b2.py
+++ b/app/utils/calculation_engine/cultural_value_b2/cultural_value_b2.py
@ -6,14 +6,24 @@
 """

 from typing import Dict, List, Optional
+import sys
+import os
+
+# 添加项目根目录到Python路径
+current_dir = os.path.dirname(os.path.abspath(__file__))
+sys.path.append(os.path.join(current_dir, '..', '..', '..'))
+
 try:
    # 相对导入（当作为包使用时）
    from .sub_formulas.living_heritage_b21 import LivingHeritageB21Calculator
    from .sub_formulas.pattern_gene_b22 import PatternGeneB22Calculator
+    from app.controllers.valuation import ValuationController
 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.controllers.valuation import ValuationController


 class CulturalValueB2Calculator:
@ -23,6 +33,7 @@ class CulturalValueB2Calculator:
        """初始化计算器"""
        self.living_heritage_calculator = LivingHeritageB21Calculator()
        self.pattern_gene_calculator = PatternGeneB22Calculator()
+        self.valuation_controller = ValuationController()
    
    def calculate_cultural_value_b2(self,
                                   living_heritage_b21: float,
@ -42,48 +53,124 @@ class CulturalValueB2Calculator:
        
        return cultural_value
    
-    def calculate_complete_cultural_value_b2(self, input_data: Dict) -> Dict:
+    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，包含所有子公式
-        
-        args:
-            input_data: 输入数据字典，包含所有必要的参数
-            
-        return:
-            Dict: 包含所有中间计算结果和最终结果的字典
-        """
-        # 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"]
-        )
-        living_heritage_b21 = self.living_heritage_calculator.calculate_living_heritage_b21(
-            input_data['inheritor_level_coefficient'],
-            teaching_frequency,
-            input_data['cross_border_depth']
-        )
-        
-        # 计算纹样基因值B22
-        pattern_gene_b22 = self.pattern_gene_calculator.calculate_pattern_gene_b22(
-            input_data['structure_complexity'],
-            input_data['normalized_entropy'],
-            input_data['historical_inheritance']
-        )
-        
-        # 计算文化价值B2
-        cultural_value_b2 = self.calculate_cultural_value_b2(
-            living_heritage_b21,
-            pattern_gene_b22
-        )
-        
-        return {
-            'living_heritage_b21': living_heritage_b21,
-            'pattern_gene_b22': pattern_gene_b22,
-            'cultural_value_b2': cultural_value_b2
-        }
+        计算完整的文化价值B2，并记录所有计算步骤。

+        该函数通过整合活态传承系数B21和纹样基因值B22的计算，
+        最终得出文化价值B2。每一步的计算过程都会被记录下来，
+        以确保计算的透明度和可追溯性。
+
+        Args:
+            valuation_id (int): 估值的唯一标识符，用于关联所有计算步骤。
+            input_data (Dict): 包含所有计算所需参数的字典，例如：
+                {
+                    'inheritor_level_coefficient': 10.0, # B21
+                    'offline_sessions': 1, # B21
+                    'structure_complexity': 0.75, # B22
+                    ...
+                }
+
+        Returns:
+            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。
+        """
+        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'],
+                teaching_frequency,
+                input_data['cross_border_depth']
+            )
+            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
+            pattern_gene_b22 = self.pattern_gene_calculator.calculate_pattern_gene_b22(
+                input_data['structure_complexity'],
+                input_data['normalized_entropy'],
+                input_data['historical_inheritance']
+            )
+            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
+            cultural_value_b2 = self.calculate_cultural_value_b2(
+                living_heritage_b21,
+                pattern_gene_b22
+            )
+            
+            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 result
+        except Exception as e:
+            await self.valuation_controller.log_formula_step(
+                valuation_id,
+                "MODEL_B_CULTURAL_B2",
+                status="failed",
+                error_message=str(e),
+            )
+            raise

 # 示例使用
 if __name__ == "__main__":
--- a/app/utils/calculation_engine/cultural_value_b2/sub_formulas/init.py
+++ b/app/utils/calculation_engine/cultural_value_b2/sub_formulas/init.py
@ -9,7 +9,7 @@
 2. pattern_gene_b22: 纹样基因值B22计算
   - 结构复杂度SC = Σ(元素权重 × 复杂度系数) / 总元素数
   - 归一化信息熵H = -Σ(p_i × log2(p_i)) / log2(n)
-   - 历史传承度HI = 传承年限权重 × 0.4 + 文化意义权重 × 0.3 + 保护状况权重 × 0.3
+   - 历史传承度HI = 出土实物×1.0 + 古代文献×0.8 + 传承人佐证×0.6 + 现代研究×0.4
   - 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
   - 文化价值B2 = 活态传承系数B21 × 0.6 + (纹样基因值B22 / 10) × 0.4

--- a/app/utils/calculation_engine/cultural_value_b2/sub_formulas/living_heritage_b21.py
+++ b/app/utils/calculation_engine/cultural_value_b2/sub_formulas/living_heritage_b21.py
@ -8,12 +8,26 @@



+import sys
+import os
+
+# 添加项目根目录到Python路径
+current_dir = os.path.dirname(os.path.abspath(__file__))
+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 LivingHeritageB21Calculator:
    """活态传承系数B21计算器"""
    
    def __init__(self):
        """初始化计算器"""
-        pass
+        self.valuation_controller = ValuationController()
    
    def calculate_living_heritage_b21(self,
                                     inheritor_level_coefficient: float,
@ -22,7 +36,6 @@ class LivingHeritageB21Calculator:
        """
        计算活态传承系数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
        
        args:
@ -30,14 +43,12 @@ class LivingHeritageB21Calculator:
            teaching_frequency: 教学传播频次 (用户填写)
            cross_border_depth: 跨界合作深度 (用户填写)
            
-       return:
+        return:
            float: 活态传承系数B21
        """
-        #
        living_heritage = (inheritor_level_coefficient * 0.4 + 
                          teaching_frequency * 0.3 + 
                          cross_border_depth * 0.3)
-        
        return living_heritage
    
    def calculate_inheritor_level_coefficient(self, inheritor_level: str) -> float:
@ -47,13 +58,12 @@ class LivingHeritageB21Calculator:
        传承人等级评分标准：
        - 国家级传承人: 1分
        - 省级传承人: 0.7分
-        - 市级传承人: .44分
-
+        - 市级传承人: 0.4分
        
        args:
            inheritor_level: 传承人等级 (用户填写)
            
-       return:
+        return:
            float: 传承人等级系数
        """
        level_scores = {
@ -61,7 +71,6 @@ class LivingHeritageB21Calculator:
            "省级传承人": 0.7,
            "市级传承人": 0.4,
        }
-        
        return level_scores.get(inheritor_level, 0.4)
    
    def calculate_teaching_frequency(self, 
@ -74,16 +83,8 @@ class LivingHeritageB21Calculator:
        
        教学传播频次 = 线下传习次数 × 0.6 + 线上课程点击量（万） × 0.4
        
-        线下传习次数统计规范：
-        1) 单次活动标准：传承人主导、时长≥2小时、参与人数≥5人
-        2) 频次计算：按自然年度累计，同一内容重复培训不计入
-        
-        线上课程折算：
-        - 抖音/快手播放量按100:1折算为学习人次
-        - B站课程按50:1折算
-        
        args:
-            offline_sessions: 线下传习次数（符合标准的活动次数）
+            offline_sessions: 线下传习次数
            douyin_views: 抖音播放量
            kuaishou_views: 快手播放量  
            bilibili_views: B站播放量
@ -91,71 +92,55 @@ class LivingHeritageB21Calculator:
        returns:
            float: 教学传播频次评分
        """
-        # 线下传习次数权重计算
        offline_score = offline_sessions * 0.6
-        
-        # 线上课程点击量折算
-        # 抖音/快手按100:1折算
        douyin_kuaishou_learning_sessions = (douyin_views + kuaishou_views) / 100
-        # B站按50:1折算
        bilibili_learning_sessions = bilibili_views / 50
+        online_views_in_ten_thousands = (douyin_kuaishou_learning_sessions + bilibili_learning_sessions) / 10000
+        online_score = online_views_in_ten_thousands * 0.4
+        teaching_frequency_score = offline_score + online_score
+        return teaching_frequency_score
+    
+    def calculate_cross_border_depth(self, cross_border_projects: int) -> float:
+        """
+        计算跨界合作深度
        
-        # 线上总学习人次（万）
-        online_learning_sessions_10k = (douyin_kuaishou_learning_sessions + bilibili_learning_sessions) / 10000
+        每参与1个跨界合作项目+1分，最高10分
        
-        # 线上课程权重计算
-        online_score = online_learning_sessions_10k * 0.4
-        
-        # 总教学传播频次
-        teaching_frequency = offline_score + online_score
-        
-        return teaching_frequency
-def cross_border_depth_dict(border_depth: str) -> float:
-    cross_border_depth_scores = {
-        "品牌联名": 0.3,
-        "科技载体": 0.5,
-        "国家外交礼品": 1,
-    }
-    return cross_border_depth_scores.get(border_depth, 0.3)
-    
+        args:
+            cross_border_projects: 跨界合作项目数
+            
+        returns:
+            float: 跨界合作深度评分
+        """
+        return min(cross_border_projects, 10.0)

-# 示例使用
-if __name__ == "__main__":
-    calculator = LivingHeritageB21Calculator()
-    
-    # 示例数据
-    inheritor_level = "国家级传承人"  # 传承人等级 (用户填写)
-    cross_border_depth = 50.0
-    # 教学传播频次数据
-    offline_sessions = 20  # 线下传习次数（符合标准：传承人主导、时长≥2小时、参与人数≥5人）
-    douyin_views = 10000000  # 抖音播放量
-    kuaishou_views = 0  # 快手播放量
-    bilibili_views = 0  # B站播放量
-    
+    async def calculate_complete_living_heritage_b21(self, valuation_id: int, input_data: dict) -> float:
+        step = 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计算",
+                step_description="开始计算活态传承系数B21",
+                input_params=input_data,
+                status="in_progress"
+            )
+        )
+        try:
+            inheritor_level_coefficient = self.calculate_inheritor_level_coefficient(input_data['inheritor_level'])
+            teaching_frequency = self.calculate_teaching_frequency(input_data['offline_sessions'], input_data.get('douyin_views', 0), input_data.get('kuaishou_views', 0), input_data.get('bilibili_views', 0))
+            cross_border_depth = self.calculate_cross_border_depth(input_data['cross_border_projects'])

-    
-    # 计算各项指标
-    inheritor_level_coefficient = calculator.calculate_inheritor_level_coefficient(inheritor_level)
-    teaching_frequency = calculator.calculate_teaching_frequency(
-        offline_sessions=offline_sessions,
-        douyin_views=douyin_views,
-        kuaishou_views=kuaishou_views,
-        bilibili_views=bilibili_views
-    )
-    print(teaching_frequency)
+            living_heritage_b21 = self.calculate_living_heritage_b21(inheritor_level_coefficient, teaching_frequency, cross_border_depth)

-    # 计算活态传承系数B21
-    living_heritage_b21 = calculator.calculate_living_heritage_b21(
-        1, teaching_frequency, 0.3
-    )
-    
-    print(f"传承人等级系数: {inheritor_level_coefficient:.2f}")
-    print(f"教学传播频次: {teaching_frequency:.2f}")
-    print(f"  - 线下传习次数: {offline_sessions}次")
-    print(f"  - 抖音播放量: {douyin_views:,}次")
-    print(f"  - 快手播放量: {kuaishou_views:,}次") 
-    print(f"  - B站播放量: {bilibili_views:,}次")
-    print(f"跨界合作深度: {cross_border_depth:.2f}")
-    print(f"活态传承系数B21: {living_heritage_b21:.4f}")
+            await self.valuation_controller.update_calculation_step(
+                step.id, {"status": "completed", "output_result": {"living_heritage_b21": living_heritage_b21}}
+            )
+            return living_heritage_b21
+        except Exception as e:
+            error_message = f"活态传承系数B21计算失败: {e}"
+            await self.valuation_controller.update_calculation_step(
+                step.id, {"status": "failed", "error_message": error_message}
+            )
+            raise


--- a/app/utils/calculation_engine/cultural_value_b2/sub_formulas/pattern_gene_b22.py
+++ b/app/utils/calculation_engine/cultural_value_b2/sub_formulas/pattern_gene_b22.py
@ -1,21 +1,26 @@

-"""
-纹样基因值B22计算模块
-
-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
-
-"""
-
+import sys
+import os
 import math
 from typing import Dict, List

+# 添加项目根目录到Python路径
+current_dir = os.path.dirname(os.path.abspath(__file__))
+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 PatternGeneB22Calculator:
    """纹样基因值B22计算器"""
    
    def __init__(self):
        """初始化计算器"""
-        pass
+        self.valuation_controller = ValuationController()
    
    def calculate_pattern_gene_b22(self,
                                  structure_complexity: float,
@ -24,7 +29,6 @@ class PatternGeneB22Calculator:
        """
        计算纹样基因值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
        
        args:
@ -35,11 +39,9 @@ class PatternGeneB22Calculator:
        return:
            float: 纹样基因值B22
        """
-        
        pattern_gene = ((structure_complexity * 0.6 + 
                        normalized_entropy * 0.4) * 
                       historical_inheritance * 10)
-        
        return pattern_gene
    
    def calculate_structure_complexity(self, pattern_elements: List[Dict]) -> float:
@ -87,57 +89,49 @@ class PatternGeneB22Calculator:
        if not pattern_data or len(pattern_data) <= 1:
            return 0.0
        
-        # 计算概率分布
        total = sum(pattern_data)
        if total == 0:
            return 0.0
        
        probabilities = [x / total for x in pattern_data if x > 0]
        
-        # 计算信息熵
        entropy = 0.0
        for p in probabilities:
            if p > 0:
                entropy -= p * math.log2(p)
        
-        # 归一化
        n = len(probabilities)
        if n <= 1:
            return 0.0
        
        normalized_entropy = entropy / math.log2(n)
        return normalized_entropy
-    

+    async def calculate_complete_pattern_gene_b22(self, valuation_id: int, input_data: dict) -> float:
+        step = await self.valuation_controller.create_calculation_step(
+            ValuationCalculationStepCreate(
+                valuation_id=valuation_id,
+                step_order=2.22,
+                step_name="纹样基因值B22计算",
+                step_description="开始计算纹样基因值B22",
+                input_params=input_data,
+                status="in_progress"
+            )
+        )
+        try:
+            structure_complexity = self.calculate_structure_complexity(input_data['pattern_elements'])
+            normalized_entropy = self.calculate_normalized_entropy(input_data['entropy_data'])
+            historical_inheritance = input_data['historical_inheritance']

-# 示例使用
-if __name__ == "__main__":
+            pattern_gene_b22 = self.calculate_pattern_gene_b22(structure_complexity, normalized_entropy, historical_inheritance)

-    calculator = PatternGeneB22Calculator()
-    
-    # 示例数据
-    pattern_elements = [
-        {'type': '几何图形', 'weight': 0.3, 'complexity': 0.7},
-        {'type': '植物纹样', 'weight': 0.4, 'complexity': 0.8},
-        {'type': '动物纹样', 'weight': 0.3, 'complexity': 0.6}
-    ]
-    entropy_data = [0.3, 0.4, 0.3]
-    inheritance_years = 500  # 传承年数 (用户填写)
-    cultural_significance = "国家级"  # 文化意义等级 (用户填写)
-    preservation_status = "良好"  # 保护状况 (用户填写)
-    historical_inheritance = 100.0
-    
-    # 计算各项指标
-    structure_complexity = calculator.calculate_structure_complexity(pattern_elements)
-    normalized_entropy = calculator.calculate_normalized_entropy(entropy_data)
-
-    
-    # 计算纹样基因值B22
-    pattern_gene_b22 = calculator.calculate_pattern_gene_b22(
-        1.5, 9, historical_inheritance
-    )
-    
-    print(f"结构复杂度SC: {structure_complexity:.4f}")
-    print(f"归一化信息熵H: {normalized_entropy:.4f}")
-    print(f"历史传承度HI: {historical_inheritance:.4f}")
-    print(f"纹样基因值B22: {pattern_gene_b22:.4f}")
+            await self.valuation_controller.update_calculation_step(
+                step.id, {"status": "completed", "output_result": {"pattern_gene_b22": pattern_gene_b22}}
+            )
+            return pattern_gene_b22
+        except Exception as e:
+            error_message = f"纹样基因值B22计算失败: {e}"
+            await self.valuation_controller.update_calculation_step(
+                step.id, {"status": "failed", "error_message": error_message}
+            )
+            raise
--- a/app/utils/calculation_engine/economic_value_b1/economic_value_b1.py
+++ b/app/utils/calculation_engine/economic_value_b1/economic_value_b1.py
@ -6,17 +6,11 @@
 """

 from typing import Dict
+from app.controllers.valuation import ValuationController

-try:
-    # 相对导入（当作为包使用时）
-    from .sub_formulas.basic_value_b11 import BasicValueB11Calculator, calculate_popularity_score
-    from .sub_formulas.traffic_factor_b12 import TrafficFactorB12Calculator
-    from .sub_formulas.policy_multiplier_b13 import PolicyMultiplierB13Calculator
-except ImportError:
-    # 绝对导入（当直接运行时）
-    from sub_formulas.basic_value_b11 import BasicValueB11Calculator
-    from sub_formulas.traffic_factor_b12 import TrafficFactorB12Calculator
-    from sub_formulas.policy_multiplier_b13 import PolicyMultiplierB13Calculator
+from .sub_formulas.basic_value_b11 import BasicValueB11Calculator
+from .sub_formulas.traffic_factor_b12 import TrafficFactorB12Calculator
+from .sub_formulas.policy_multiplier_b13 import PolicyMultiplierB13Calculator


 class EconomicValueB1Calculator:
@ -27,6 +21,7 @@ class EconomicValueB1Calculator:
        self.basic_value_calculator = BasicValueB11Calculator()
        self.traffic_factor_calculator = TrafficFactorB12Calculator()
        self.policy_multiplier_calculator = PolicyMultiplierB13Calculator()
+        self.valuation_controller = ValuationController()

    def calculate_economic_value_b1(self,
                                    basic_value_b11: float,
@ -50,95 +45,251 @@ class EconomicValueB1Calculator:

        return economic_value

-    def calculate_complete_economic_value_b1(self, input_data: Dict) -> Dict:
+    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，包含所有子公式
-        
-        args:
-            input_data: 输入数据字典，包含所有必要的参数
-            
-        returns:
-            Dict: 包含所有中间计算结果和最终结果的字典
+        计算完整的经济价值B1，并记录所有计算步骤。
+
+        此函数集成了基础价值B11、流量因子B12和政策乘数B13的计算，
+        通过调用相应的子计算器来完成。每一步的计算结果都会被记录下来，
+        以支持后续的审计和分析。
+
+        Args:
+            valuation_id (int): 估值的唯一标识符，用于关联所有计算步骤。
+            input_data (Dict): 包含所有计算所需参数的字典，例如：
+                {
+                    'three_year_income': [2000, 2400, 2600], # B11
+                    'patent_score': 1, # B11
+                    'search_index_s1': 4500.0, # B12
+                    'policy_match_score': 10.0, # B13
+                    ...
+                }
+
+        Returns:
+            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。
        """
-        # 财务价值F 近三年年均收益列表 [1,2,3]
-        financial_value = self.basic_value_calculator.calculate_financial_value_f(input_data["three_year_income"])
-        # 计算法律强度L   patent_score: 专利分 (0-10分) (用户填写)
-        #              popularity_score: 普及地域分 (0-10分) (用户填写)
-        #              infringement_score: 侵权分 (0-10分) (用户填写)
-
-        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_B1",
+            status="processing",
+            input_params=input_data,
        )
+        try:
+            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},
+            )

-        # 发展潜力      patent_count: 专利分 (0-10分) (用户填写)
-        #             esg_score: ESG分 (0-10分) (用户填写)
-        #             innovation_ratio: 创新投入比 (研发费用/营收) * 100 (用户填写)
-        development_potential = self.basic_value_calculator.calculate_development_potential_d(
+            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},
+            )

-            input_data["patent_count"],
-            input_data["esg_score"],
-            input_data["innovation_ratio"],
-        )
-        # 计算行业系数I  target_industry_roe: 目标行业平均ROE (系统配置)
-        #             benchmark_industry_roe: 基准行业ROE (系统配置)
-        # industry_coefficient = self.basic_value_calculator.calculate_industry_coefficient_i(
-        #
-        # )
-        # 计算基础价值B11
-        basic_value_b11 = self.basic_value_calculator.calculate_basic_value_b11(
-            financial_value,  # 财务价值F
-            legal_strength,  # 法律强度L
-            development_potential,
-            input_data["industry_coefficient"]
-        )
+            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},
+            )

-        # 计算互动量指数
-        interaction_index = self.traffic_factor_calculator.calculate_interaction_index(
-            input_data["likes"],
-            input_data["comments"],
-            input_data["shares"],
-        )
-        # 计算覆盖人群指数
-        coverage_index = self.traffic_factor_calculator.calculate_coverage_index(0)
-        # 计算转化率
-        conversion_efficiency = self.traffic_factor_calculator.calculate_conversion_efficiency(
-            input_data["sales_volume"], input_data["link_views"])
+            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},
+            )

-        social_media_spread_s3 = self.traffic_factor_calculator.calculate_social_media_spread_s3(interaction_index,
-                                                                                                 coverage_index,
-                                                                                                 conversion_efficiency)
+            basic_value_b11 = self.basic_value_calculator.calculate_basic_value_b11(
+                financial_value,
+                legal_strength,
+                development_potential,
+                industry_coefficient,
+            )
+            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,
+                },
+            )

-        traffic_factor_b12 = self.traffic_factor_calculator.calculate_traffic_factor_b12(
-            input_data['search_index_s1'],
-            input_data['industry_average_s2'],
-            social_media_spread_s3
-        )
+            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},
+            )

-        # 计算政策乘数B13
-        policy_compatibility_score = self.policy_multiplier_calculator.calculate_policy_compatibility_score(
-            input_data["policy_match_score"],
-            input_data["implementation_stage"],
-            input_data["funding_support"])
-        policy_multiplier_b13 = self.policy_multiplier_calculator.calculate_policy_multiplier_b13(
-            policy_compatibility_score
-        )
+            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},
+            )

-        # 计算经济价值B1
-        economic_value_b1 = self.calculate_economic_value_b1(
-            basic_value_b11,
-            traffic_factor_b12,
-            policy_multiplier_b13
-        )
+            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},
+            )

-        return {
-            'basic_value_b11': basic_value_b11,
-            'traffic_factor_b12': traffic_factor_b12,
-            'policy_multiplier_b13': policy_multiplier_b13,
-            'economic_value_b1': economic_value_b1
-        }
+            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},
+            )

+            traffic_factor_b12 = self.traffic_factor_calculator.calculate_traffic_factor_b12(
+                input_data["search_index_s1"],
+                input_data["industry_average_s2"],
+                social_media_spread_s3,
+            )
+            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},
+            )
+
+            policy_multiplier_b13 = self.policy_multiplier_calculator.calculate_policy_multiplier_b13(
+                policy_compatibility,
+            )
+            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,
+                },
+            )
+
+            economic_value_b1 = self.calculate_economic_value_b1(
+                basic_value_b11,
+                traffic_factor_b12,
+                policy_multiplier_b13,
+            )
+            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 result
+        except Exception as e:
+            await self.valuation_controller.log_formula_step(
+                valuation_id,
+                "MODEL_B_ECON_B1",
+                status="failed",
+                error_message=str(e),
+            )
+            raise

 # 示例使用
 if __name__ == "__main__":
--- a/app/utils/calculation_engine/economic_value_b1/sub_formulas/basic_value_b11.py
+++ b/app/utils/calculation_engine/economic_value_b1/sub_formulas/basic_value_b11.py
@ -1,13 +1,25 @@
 import math
 from typing import List, Optional
+import sys
+import os

+# 添加项目根目录到Python路径
+current_dir = os.path.dirname(os.path.abspath(__file__))
+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 BasicValueB11Calculator:
    """基础价值B11计算器"""

    def __init__(self):
        """初始化计算器"""
-        pass
+        self.valuation_controller = ValuationController()

    def calculate_basic_value_b11(self,
                                  financial_value: float,
@ -94,7 +106,7 @@ class BasicValueB11Calculator:
        # 使用两个增长率的平均值
        avg_growth_rate = (growth_rate_1 + growth_rate_2) / 2

-        return avg_growth_rate
+        return max(avg_growth_rate, 0.0)

    def calculate_legal_strength_l(self,
                                   patent_score: float,
@ -168,94 +180,146 @@ class BasicValueB11Calculator:

        return industry_coefficient

+    def _calculate_patent_score(self, patent_remaining_years: int) -> float:
+        """
+        计算专利分

-# 专利相关计算函数
-def calculate_patent_score(patent_remaining_years: int) -> float:
-    """
-    计算专利分
+        专利剩余保护期评分标准：
+        - >10年: 10分
+        - 5-10年: 7分
+        - <5年: 3分

-    专利剩余保护期评分标准：
-    - >10年: 10分
-    - 5-10年: 7分
-    - <5年: 3分
+        args:
+            patent_remaining_years: 专利剩余保护期（年） (用户填写)

-    args:
-        patent_remaining_years: 专利剩余保护期（年） (用户填写)
+        returns:
+            float: 专利分
+        """
+        if patent_remaining_years > 10:
+            return 10.0
+        elif patent_remaining_years >= 5:
+            return 7.0
+        else:
+            return 3.0

-    returns:
-        float: 专利分
-    """
-    if patent_remaining_years > 10:
-        return 10.0
-    elif patent_remaining_years >= 5:
-        return 7.0
-    else:
-        return 3.0
+    def _calculate_patent_usage_score(self, patent_count: int) -> float:
+        """
+        计算专利使用量分

+        专利使用量评分标准：
+        - 未引用: 0分
+        - 每引用一项: +2.5分
+        - 10分封顶

-# 识别用户所上传的图像中的专利号，通过API验证专利是否存在，按所用专利数量赋分，未引用0分，每引用一项+2.5分，10分封顶（0-10分）
-def calculate_patent_usage_score(patent_count: int) -> float:
-    """
-    计算专利使用量分
+        args:
+            patent_count: 专利数量 (用户填写)

-    专利使用量评分标准：
-    - 未引用: 0分
-    - 每引用一项: +2.5分
-    - 10分封顶
+        returns:
+            float: 专利使用量分
+        """
+        score = min(patent_count * 2.5, 10.0)
+        return score

-    args:
-        patent_count: 专利数量 (用户填写)
+    def _calculate_popularity_score(self, region_coverage: str) -> float:
+        """
+        计算普及地域分

-    returns:
-        float: 专利使用量分
-    """
-    score = min(patent_count * 2.5, 10.0)
-    return score
+        全球覆盖(10分)，全国覆盖(7分)，区域覆盖(4分)

+        args:
+            region_coverage: 普及地域类型 (用户填写)

-# 普及地域评分
-def calculate_popularity_score(region_coverage: str) -> float:
-    """
-    计算普及地域分
+        returns:
+            float: 普及地域分
+        """
+        coverage_scores = {
+            "全球覆盖": 10.0,
+            "全国覆盖": 7.0,
+            "区域覆盖": 4.0
+        }

-    全球覆盖(10分)，全国覆盖(7分)，区域覆盖(4分)
+        return coverage_scores.get(region_coverage, 7.0)

-    args:
-        region_coverage: 普及地域类型 (用户填写)
+    def _calculate_infringement_score(self, infringement_status: str) -> float:
+        """
+        计算侵权记录分

-    returns:
-        float: 普及地域分
-    """
-    coverage_scores = {
-        "全球覆盖": 10.0,
-        "全国覆盖": 7.0,
-        "区域覆盖": 4.0
-    }
+        无侵权记录(10分)，历史侵权已解决(6分)，现存纠纷(2分)

-    return coverage_scores.get(region_coverage, 7.0)
+        args:
+            infringement_status: 侵权记录状态 (用户填写)

+        returns:
+            float: 侵权记录分
+        """
+        infringement_scores = {
+            "无侵权记录": 10.0,
+            "历史侵权已解决": 6.0,
+            "现存纠纷": 2.0
+        }

-# 侵权记录评分
-def calculate_infringement_score(infringement_status: str) -> float:
-    """
-    计算侵权记录分
+        return infringement_scores.get(infringement_status, 6.0)

-    无侵权记录(10分)，历史侵权已解决(6分)，现存纠纷(2分)
+    async def calculate_complete_basic_value_b11(self, valuation_id: int, input_data: dict) -> float:
+        step = await self.valuation_controller.create_calculation_step(
+            ValuationCalculationStepCreate(
+                valuation_id=valuation_id,
+                step_order=2.11,
+                step_name="基础价值B11计算",
+                step_description="开始计算基础价值B11",
+                input_params=input_data,
+                status="in_progress"
+            )
+        )
+        try:
+            financial_value = self.calculate_financial_value_f(input_data['annual_revenue_3_years'])
+            await self.valuation_controller.create_calculation_step(
+                ValuationCalculationStepCreate(
+                    valuation_id=valuation_id, step_order=2.111, step_name="财务价值F",
+                    output_result={'financial_value': financial_value}, status="completed"
+                )
+            )

-    args:
-        infringement_status: 侵权记录状态 (用户填写)
+            patent_score = self._calculate_patent_score(input_data['patent_remaining_years'])
+            popularity_score = self._calculate_popularity_score(input_data['region_coverage'])
+            infringement_score = self._calculate_infringement_score(input_data['infringement_status'])
+            legal_strength = self.calculate_legal_strength_l(patent_score, popularity_score, infringement_score)
+            await self.valuation_controller.create_calculation_step(
+                ValuationCalculationStepCreate(
+                    valuation_id=valuation_id, step_order=2.112, step_name="法律强度L",
+                    output_result={'legal_strength': legal_strength}, status="completed"
+                )
+            )

-    returns:
-        float: 侵权记录分
-    """
-    infringement_scores = {
-        "无侵权记录": 10.0,
-        "历史侵权已解决": 6.0,
-        "现存纠纷": 2.0
-    }
+            patent_usage_score = self._calculate_patent_usage_score(input_data['patent_count'])
+            development_potential = self.calculate_development_potential_d(patent_usage_score, input_data['esg_score'], input_data['innovation_ratio'])
+            await self.valuation_controller.create_calculation_step(
+                ValuationCalculationStepCreate(
+                    valuation_id=valuation_id, step_order=2.113, step_name="发展潜力D",
+                    output_result={'development_potential': development_potential}, status="completed"
+                )
+            )

-    return infringement_scores.get(infringement_status, 6.0)
+            industry_coefficient = self.calculate_industry_coefficient_i(input_data['target_industry_roe'], input_data['benchmark_industry_roe'])
+            await self.valuation_controller.create_calculation_step(
+                ValuationCalculationStepCreate(
+                    valuation_id=valuation_id, step_order=2.114, step_name="行业系数I",
+                    output_result={'industry_coefficient': industry_coefficient}, status="completed"
+                )
+            )

+            basic_value_b11 = self.calculate_basic_value_b11(financial_value, legal_strength, development_potential, industry_coefficient)
+
+            await self.valuation_controller.update_calculation_step(
+                step.id, {"status": "completed", "output_result": {"basic_value_b11": basic_value_b11}}
+            )
+            return basic_value_b11
+        except Exception as e:
+            error_message = f"基础价值B11计算失败: {e}"
+            await self.valuation_controller.update_calculation_step(
+                step.id, {"status": "failed", "error_message": error_message}
+            )
+            raise

 # 示例使用
 if __name__ == "__main__":
@ -315,4 +379,4 @@ if __name__ == "__main__":
    # print(f"增长率: {growth_rate*100}%")
    # print(f"(1+14%)^5 = {growth_factor:.4f}")
    # print(f"2333 × {growth_factor:.4f} = {initial_value * growth_factor:.2f}")
-    # print(f"再除以5: {initial_value * growth_factor:.2f} ÷ 5 = {result:.2f}")
+    # print(f"再除以5: {initial_value * growth_factor:.2f} ÷ 5 = {result:.2f}")
--- a/app/utils/calculation_engine/economic_value_b1/sub_formulas/policy_multiplier_b13.py
+++ b/app/utils/calculation_engine/economic_value_b1/sub_formulas/policy_multiplier_b13.py
@ -1,15 +1,28 @@
+import sys
+import os
+
+# 添加项目根目录到Python路径
+current_dir = os.path.dirname(os.path.abspath(__file__))
+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 PolicyMultiplierB13Calculator:
    """政策乘数B13计算器"""

    def __init__(self):
        """初始化计算器"""
-        pass
+        self.valuation_controller = ValuationController()

    def calculate_policy_multiplier_b13(self, policy_compatibility_score: float) -> float:
        """
        计算政策乘数B13
        
-        
        政策乘数B13 = 1 + (政策契合度评分P × 0.15)
        
        Args:
@ -18,9 +31,7 @@ class PolicyMultiplierB13Calculator:
        returns:
            float: 政策乘数B13
        """
-        # 
        policy_multiplier = 1 + (policy_compatibility_score * 0.15)
-
        return policy_multiplier

    def calculate_policy_compatibility_score(self,
@ -30,7 +41,6 @@ class PolicyMultiplierB13Calculator:
        """
        计算政策契合度评分P
        
-        
        政策契合度P = 政策匹配度 × 0.4 + 实施阶段评分 × 0.3 + 资金支持度 × 0.3
        
        Args:
@ -41,11 +51,9 @@ class PolicyMultiplierB13Calculator:
        returns:
            float: 政策契合度评分P
        """
-        # 
        policy_compatibility = (policy_match_score * 0.4 +
                                implementation_stage_score * 0.3 +
                                funding_support_score * 0.3)
-
        return policy_compatibility

    def calculate_policy_match_score(self, industry: str) -> float:
@ -60,8 +68,8 @@ class PolicyMultiplierB13Calculator:
        returns:
            float: 政策匹配度
        """
-
-        return 5
+        # 此处应有更复杂的逻辑根据行业匹配政策，暂时返回固定值
+        return 5.0

    def calculate_implementation_stage_score(self, implementation_stage: str) -> float:
        """
@ -80,8 +88,7 @@ class PolicyMultiplierB13Calculator:
            "推广阶段": 7.0,
            "试点阶段": 4.0
        }
-
-        return stage_scores.get(implementation_stage, 10.0)
+        return stage_scores.get(implementation_stage, 7.0)

    def calculate_funding_support_score(self, funding_support: str) -> float:
        """
@ -100,8 +107,44 @@ class PolicyMultiplierB13Calculator:
            "省级资助": 7.0,
            "无资助": 0.0
        }
+        return funding_scores.get(funding_support, 7.0)

-        return funding_scores.get(funding_support, 0.0)
+    async def calculate_complete_policy_multiplier_b13(self, valuation_id: int, input_data: dict) -> float:
+        step = await self.valuation_controller.create_calculation_step(
+            ValuationCalculationStepCreate(
+                valuation_id=valuation_id,
+                step_order=2.13,
+                step_name="政策乘数B13计算",
+                step_description="开始计算政策乘数B13",
+                input_params=input_data,
+                status="in_progress"
+            )
+        )
+        try:
+            policy_match_score = self.calculate_policy_match_score(input_data['industry'])
+            implementation_stage_score = self.calculate_implementation_stage_score(input_data['implementation_stage'])
+            funding_support_score = self.calculate_funding_support_score(input_data['funding_support'])
+            
+            policy_compatibility_score = self.calculate_policy_compatibility_score(policy_match_score, implementation_stage_score, funding_support_score)
+            await self.valuation_controller.create_calculation_step(
+                ValuationCalculationStepCreate(
+                    valuation_id=valuation_id, step_order=2.131, step_name="政策契合度评分P",
+                    output_result={'policy_compatibility_score': policy_compatibility_score}, status="completed"
+                )
+            )
+
+            policy_multiplier_b13 = self.calculate_policy_multiplier_b13(policy_compatibility_score)
+
+            await self.valuation_controller.update_calculation_step(
+                step.id, {"status": "completed", "output_result": {"policy_multiplier_b13": policy_multiplier_b13}}
+            )
+            return policy_multiplier_b13
+        except Exception as e:
+            error_message = f"政策乘数B13计算失败: {e}"
+            await self.valuation_controller.update_calculation_step(
+                step.id, {"status": "failed", "error_message": error_message}
+            )
+            raise


 # 示例使用
--- a/app/utils/calculation_engine/economic_value_b1/sub_formulas/traffic_factor_b12.py
+++ b/app/utils/calculation_engine/economic_value_b1/sub_formulas/traffic_factor_b12.py
@ -1,14 +1,25 @@
 import math
 from typing import Dict, Tuple
+import sys
+import os

+# 添加项目根目录到Python路径
+current_dir = os.path.dirname(os.path.abspath(__file__))
+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 TrafficFactorB12Calculator:
    """流量因子B12计算器"""
    
    def __init__(self):
        """初始化计算器"""
-        pass
+        self.valuation_controller = ValuationController()
    
    def calculate_traffic_factor_b12(self,
                                   search_index_s1: float,
@ -31,18 +42,29 @@ class TrafficFactorB12Calculator:
        if industry_average_s2 == 0:
            raise ValueError("行业均值S2必须大于0")
        
-        if search_index_s1 == 0:
+        if search_index_s1 <= 0:
            # 如果搜索指数为0或负数，使用最小值避免对数计算错误
            search_index_s1 = 1.0
        
-        # ，不进行任何拆分
        traffic_factor = (math.log(search_index_s1 / industry_average_s2) * 0.3 + 
                         social_media_spread_s3 * 0.7)
+
+        """
+为什么需要
+
+- 经济价值 B1 的公式是 B1 = B11 × (1 + B12) × B13 （app/utils/calculation_engine/economic_value_b1/economic_value_b1.py:34-45）。
+- 如果 B12 < -1 ，则 (1 + B12) 会变成负数，导致 B1 翻成负值并把模型估值 B（final_value_ab/model_value_b.py:48-50）拉到巨负。
+- 通过设置 B12 ≥ -0.9 ，确保 (1 + B12) ≥ 0.1 ，即乘数始终为正且不至于过小。
+直观示例
+
+- 原始计算得到 B12 = -1.8 （例如 ln(S1/S2) 很大负、社交传播度 S3 又很低），则 (1 + B12) = -0.8 ，会让 B1 变负。
+- 裁剪后 B12 = -0.9 ，则 (1 + B12) = 0.1 ， B1 保持为正，避免最终估值出现大幅负值。
+        """
+        if traffic_factor < -0.9:
+            traffic_factor = -0.9
        
        return traffic_factor

-
-    
    def calculate_social_media_spread_s3(self,
                                       interaction_index: float,
                                       coverage_index: float,
@ -60,7 +82,6 @@ class TrafficFactorB12Calculator:
        returns:
            float: 社交媒体传播度S3
        """
-        #
        social_media_spread = (interaction_index * 0.4 +
                              coverage_index * 0.3 +
                              conversion_efficiency * 0.3)
@ -84,7 +105,6 @@ class TrafficFactorB12Calculator:
        returns:
            float: 互动量指数
        """
-        # 
        interaction_index = (likes + comments + shares) / 1000.0
        
        return interaction_index
@ -101,11 +121,45 @@ class TrafficFactorB12Calculator:
        returns:
            float: 覆盖人群指数
        """
-        #
        if followers == 0:
-            return 0
+            return 0.0
        coverage_index = followers / 10000.0
        return coverage_index
+
+    async def calculate_complete_traffic_factor_b12(self, valuation_id: int, input_data: dict) -> float:
+        step = await self.valuation_controller.create_calculation_step(
+            ValuationCalculationStepCreate(
+                valuation_id=valuation_id,
+                step_order=2.12,
+                step_name="流量因子B12计算",
+                step_description="开始计算流量因子B12",
+                input_params=input_data,
+                status="in_progress"
+            )
+        )
+        try:
+            interaction_index = self.calculate_interaction_index(input_data['likes'], input_data['comments'], input_data['shares'])
+            coverage_index = self.calculate_coverage_index(input_data['followers'])
+            social_media_spread_s3 = self.calculate_social_media_spread_s3(interaction_index, coverage_index, input_data['conversion_efficiency'])
+            await self.valuation_controller.create_calculation_step(
+                ValuationCalculationStepCreate(
+                    valuation_id=valuation_id, step_order=2.121, step_name="社交媒体传播度S3",
+                    output_result={'social_media_spread_s3': social_media_spread_s3}, status="completed"
+                )
+            )
+
+            traffic_factor_b12 = self.calculate_traffic_factor_b12(input_data['search_index_s1'], input_data['industry_average_s2'], social_media_spread_s3)
+
+            await self.valuation_controller.update_calculation_step(
+                step.id, {"status": "completed", "output_result": {"traffic_factor_b12": traffic_factor_b12}}
+            )
+            return traffic_factor_b12
+        except Exception as e:
+            error_message = f"流量因子B12计算失败: {e}"
+            await self.valuation_controller.update_calculation_step(
+                step.id, {"status": "failed", "error_message": error_message}
+            )
+            raise
    
    def calculate_conversion_efficiency(self,
                                      click_count: int,
@ -223,26 +277,19 @@ def calculate_heat_score(daily_views: float, favorites: int) -> float:
        return 0.0

 # 30天搜索指数S1
-def calculate_search_index_s1(baidu_index: float,
-                              wechat_index: float,
-                              weibo_index: float) -> float:
+def calculate_search_index_s1(wechat_index: float) -> float:
    """
    计算近30天搜索指数S1

-    近30天搜索指数S1 = 百度搜索指数 × 0.4 + 微信搜索指数 × 0.3 + 微博搜索指数 × 0.3
+    近30天搜索指数S1 = 微信指数 / 10

    args:
-        baidu_index: 百度搜索指数 (API获取)
        wechat_index: 微信搜索指数 (API获取)
-        weibo_index: 微博搜索指数 (API获取)

    returns:
        float: 近30天搜索指数S1
    """
-    #
-    search_index = (baidu_index * 0.4 +
-                    wechat_index * 0.3 +
-                    weibo_index * 0.3)
+    search_index = wechat_index / 10.0

    return search_index
 # 示例使用
@ -252,10 +299,8 @@ if __name__ == "__main__":
    processor = PlatformDataProcessor()
    
    # 示例数据
-    # 搜索指数数据 (API获取)
-    baidu_index = 6000.0
+    # 微信指数数据 (API获取)
    wechat_index = 4500.0
-    weibo_index = 3000.0
    
    # 行业均值 (系统配置)
    industry_average = 5000.0
@ -285,7 +330,7 @@ if __name__ == "__main__":
    view_count = 200
    
    # 计算各项指标
-    search_index_s1 = calculate_search_index_s1(baidu_index, wechat_index, weibo_index)
+    search_index_s1 = calculate_search_index_s1(wechat_index)  # S1 = 微信指数 / 10
    interaction_index, coverage_index = processor.calculate_multi_platform_interaction(platform_data)
    conversion_efficiency = calculator.calculate_conversion_efficiency(click_count, view_count)
    # 互动量指数 × 0.4 + 覆盖人群指数 × 0.3 + 转化效率 × 0.3
@ -306,4 +351,4 @@ if __name__ == "__main__":
    print(f"覆盖人群指数: {coverage_index:.4f}")
    print(f"转化效率: {conversion_efficiency:.4f}")
    print(f"社交媒体传播度S3: {social_media_spread_s3:.4f}")
-    print(f"流量因子B12: {traffic_factor:.4f}")
+    print(f"流量因子B12: {traffic_factor:.4f}")
--- a/app/utils/calculation_engine/final_value_ab/final_value_a.py
+++ b/app/utils/calculation_engine/final_value_ab/final_value_a.py
@ -19,10 +19,12 @@ try:
    # 包内相对导入
    from .model_value_b import ModelValueBCalculator
    from ..market_value_c import MarketValueCCalculator
+    from app.controllers.valuation import ValuationController
 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


 class FinalValueACalculator:
@ -32,6 +34,7 @@ class FinalValueACalculator:
        """初始化计算器"""
        self.model_value_calculator = ModelValueBCalculator()
        self.market_value_calculator = MarketValueCCalculator()
+        self.valuation_controller = ValuationController()
    
    def calculate_final_value_a(self,
                               model_value_b: float,
@ -64,79 +67,100 @@ class FinalValueACalculator:
        
        return final_value
    
-    async def calculate_complete_final_value_a(self, input_data: Dict) -> Dict:
+    async def calculate_complete_final_value_a(self, valuation_id: int, input_data: Dict) -> float:
        """
-        计算完整的最终估值A，包含所有子模块
+        计算完整的最终估值A，并记录每一步的计算过程。

-        input_data: 输入数据字典，包含所有必要的参数
-            
+        该函数作为最终估值计算的入口，协调调用模型估值B和市场估值C的计算，
+        并将计算过程中的关键步骤（如子模块的调用、输入、输出）持久化，
+        以便于后续的审计和追溯。

-        包含所有中间计算结果和最终结果的字典
+        Args:
+            valuation_id (int): 本次估值的唯一标识符，用于关联所有计算步骤。
+            input_data (Dict): 包含所有计算所需参数的字典，结构如下：
+                {
+                    'model_data': { ... },  # 模型估值B所需数据
+                    'market_data': { ... }  # 市场估值C所需数据
+                }
+
+        Returns:
+            float: 计算得出的最终估值A。
+
+        Raises:
+            Exception: 在计算过程中遇到的任何异常都会被重新抛出，
+                       并在记录最后一步为“计算失败”后终止。
        """
        import time
        start_time = time.time()
-        
-        # 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()))
-        
-        # 详细记录模型数据参数
-        model_data = input_data.get('model_data', {})
-        if 'economic_data' in model_data:
-            economic_data = model_data['economic_data']
-            logger.info("final_value_a.economic_data 经济价值B1参数: 近三年机构收益={} 专利分={} 普及地域分={} 侵权分={} 创新投入比={} ESG分={} 专利使用量={} 行业修正系数={}",
-                       economic_data.get('three_year_income'),
-                       economic_data.get('patent_score'),
-                       economic_data.get('popularity_score'),
-                       economic_data.get('infringement_score'),
-                       economic_data.get('innovation_ratio'),
-                       economic_data.get('esg_score'),
-                       economic_data.get('patent_count'),
-                       economic_data.get('industry_coefficient'))
-        
-        if 'cultural_data' in model_data:
-            cultural_data = model_data['cultural_data']
-            logger.info("final_value_a.cultural_data 文化价值B2参数: 传承人等级系数={} 跨境深度={} 线下教学次数={} 抖音浏览量={} 快手浏览量={} 哔哩哔哩浏览量={} 结构复杂度={} 归一化信息熵={} 历史传承度={}",
-                       cultural_data.get('inheritor_level_coefficient'),
-                       cultural_data.get('cross_border_depth'),
-                       cultural_data.get('offline_sessions'),
-                       cultural_data.get('douyin_views'),
-                       cultural_data.get('kuaishou_views'),
-                       cultural_data.get('bilibili_views'),
-                       cultural_data.get('structure_complexity'),
-                       cultural_data.get('normalized_entropy'),
-                       cultural_data.get('historical_inheritance'))
-        
-        if 'risky_data' in model_data:
-            risky_data = model_data['risky_data']
-            logger.info("final_value_a.risky_data 风险调整B3参数: 最高价={} 最低价={} 诉讼状态={} 传承人年龄={}",
-                       risky_data.get('highest_price'),
-                       risky_data.get('lowest_price'),
-                       risky_data.get('lawsuit_status'),
-                       risky_data.get('inheritor_ages'))
-        
-        # 详细记录市场数据参数
-        market_data = input_data.get('market_data', {})
-        logger.info("final_value_a.market_data 市场估值C参数: 平均交易价={} 手动出价={} 专家估值={} 日浏览量={} 收藏数量={} 发行等级={} 最近市场活动={}",
-                   market_data.get('average_transaction_price'),
-                   market_data.get('manual_bids'),
-                   market_data.get('expert_valuations'),
-                   market_data.get('daily_browse_volume'),
-                   market_data.get('collection_count'),
-                   market_data.get('issuance_level'),
-                   market_data.get('recent_market_activity'))
-        
-        # 计算模型估值B
-        logger.info("final_value_a.calculating_model_value_b 开始计算模型估值B")
-        model_start_time = time.time()
-        
+
+        await self.valuation_controller.log_formula_step(
+            valuation_id,
+            "FINAL_A",
+            status="processing",
+            input_params=input_data,
+        )
+
        try:
-            model_result = self.model_value_calculator.calculate_complete_model_value_b(
+            # 详细记录模型数据参数
+            model_data = input_data.get('model_data', {})
+            if 'economic_data' in model_data:
+                economic_data = model_data['economic_data']
+                logger.info("final_value_a.economic_data 经济价值B1参数: 近三年机构收益={} 专利分={} 普及地域分={} 侵权分={} 创新投入比={} ESG分={} 专利使用量={} 行业修正系数={}",
+                           economic_data.get('three_year_income'),
+                           economic_data.get('patent_score'),
+                           economic_data.get('popularity_score'),
+                           economic_data.get('infringement_score'),
+                           economic_data.get('innovation_ratio'),
+                           economic_data.get('esg_score'),
+                           economic_data.get('patent_count'),
+                           economic_data.get('industry_coefficient'))
+            
+            if 'cultural_data' in model_data:
+                cultural_data = model_data['cultural_data']
+                logger.info("final_value_a.cultural_data 文化价值B2参数: 传承人等级系数={} 跨境深度={} 线下教学次数={} 抖音浏览量={} 快手浏览量={} 哔哩哔哩浏览量={} 结构复杂度={} 归一化信息熵={} 历史传承度={}",
+                           cultural_data.get('inheritor_level_coefficient'),
+                           cultural_data.get('cross_border_depth'),
+                           cultural_data.get('offline_sessions'),
+                           cultural_data.get('douyin_views'),
+                           cultural_data.get('kuaishou_views'),
+                           cultural_data.get('bilibili_views'),
+                           cultural_data.get('structure_complexity'),
+                           cultural_data.get('normalized_entropy'),
+                           cultural_data.get('historical_inheritance'))
+            
+            if 'risky_data' in model_data:
+                risky_data = model_data['risky_data']
+                logger.info("final_value_a.risky_data 风险调整B3参数: 最高价={} 最低价={} 诉讼状态={} 传承人年龄={}",
+                           risky_data.get('highest_price'),
+                           risky_data.get('lowest_price'),
+                           risky_data.get('lawsuit_status'),
+                           risky_data.get('inheritor_ages'))
+            
+            # 详细记录市场数据参数
+            market_data = input_data.get('market_data', {})
+            logger.info("final_value_a.market_data 市场估值C参数: 平均交易价={} 手动出价={} 专家估值={} 日浏览量={} 收藏数量={} 发行等级={} 最近市场活动={}",
+                       market_data.get('average_transaction_price'),
+                       market_data.get('manual_bids'),
+                       market_data.get('expert_valuations'),
+                       market_data.get('daily_browse_volume'),
+                       market_data.get('collection_count'),
+                       market_data.get('issuance_level'),
+                       market_data.get('recent_market_activity'))
+            
+            # 计算模型估值B
+            logger.info("final_value_a.calculating_model_value_b 开始计算模型估值B")
+            model_start_time = time.time()
+            
+            model_result_raw = await self.model_value_calculator.calculate_complete_model_value_b(
+                valuation_id,
                input_data['model_data']
            )
-            model_value_b = model_result['model_value_b']
+            model_result = model_result_raw if isinstance(model_result_raw, dict) else {"model_value_b": model_result_raw}
+            model_value_b = model_result.get('model_value_b')
            model_duration = time.time() - model_start_time
            
            logger.info("final_value_a.model_value_b_calculated 模型估值B计算完成: 模型估值B={}万元 耗时={}ms 返回字段={}", 
@ -144,35 +168,27 @@ class FinalValueACalculator:
                       int(model_duration * 1000),
                       list(model_result.keys()))
            
-        except Exception as e:
-            logger.error("final_value_a.model_value_b_calculation_failed 模型估值B计算失败: 错误={} 输入数据={}", str(e), input_data.get('model_data', {}))
-            raise
-        
-        # 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()
-        
-        try:
-            market_result = await self.market_value_calculator.calculate_complete_market_value_c(
+            # 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()
+            
+            market_result_raw = await self.market_value_calculator.calculate_complete_market_value_c(
+                valuation_id,
                input_data['market_data']
            )
-            market_value_c = market_result['market_value_c']
+            market_result = market_result_raw if isinstance(market_result_raw, dict) else {"market_value_c": market_result_raw}
+            market_value_c = market_result.get('market_value_c')
            market_duration = time.time() - market_start_time
            
-            logger.info("final_value_a.market_value_c_calculated 市场估值C计算完成: 市场估值C={}万元 耗时={}ms 返回字段={}", 
+            logger.info("final_value_a.market_value_c_calculated 市场估值C计算完成: 市场估值C={}万元 耗时={}ms 请求字段={}", 
                       market_value_c, 
                       int(market_duration * 1000),
-                       list(market_result.keys()))
+                       input_data['market_data'])
+            
+            # 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)
            
-        except Exception as e:
-            logger.error("final_value_a.market_value_c_calculation_failed 市场估值C计算失败: 错误={} 输入数据={}", str(e), input_data.get('market_data', {}))
-            raise
-        
-        # 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)
-        
-        try:
            final_value_a = self.calculate_final_value_a(
                model_value_b,
                market_value_c
@ -188,16 +204,35 @@ class FinalValueACalculator:
                       int(model_duration * 1000),
                       int(market_duration * 1000))
            
-        except Exception as e:
-            logger.error("final_value_a.final_value_calculation_failed 最终估值A计算失败: 错误={} 模型估值B={}万元 市场估值C={}万元", 
-                        str(e), model_value_b, market_value_c)
-            raise
+            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,
+                "market_value_c": market_value_c,
+                "final_value_ab": final_value_a,
+            }
        
-        return {
-            'model_value_b': model_value_b,
-            'market_value_c': market_value_c,
-            'final_value_ab': final_value_a,
-        }
+        except Exception as e:
+            logger.error("final_value_a.calculation_failed 计算失败: 错误={}", str(e))
+            await self.valuation_controller.log_formula_step(
+                valuation_id,
+                "FINAL_A",
+                status="failed",
+                error_message=str(e),
+            )
+            raise
+
    


--- a/app/utils/calculation_engine/final_value_ab/model_value_b.py
+++ b/app/utils/calculation_engine/final_value_ab/model_value_b.py
@ -12,10 +12,12 @@ try:
    # 相对导入（当作为包使用时）
    from ..economic_value_b1.economic_value_b1 import EconomicValueB1Calculator
    from ..cultural_value_b2.cultural_value_b2 import CulturalValueB2Calculator
+    from app.controllers.valuation import ValuationController
 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


 class ModelValueBCalculator:
@ -26,6 +28,7 @@ class ModelValueBCalculator:
        self.economic_value_calculator = EconomicValueB1Calculator()
        self.cultural_value_calculator = CulturalValueB2Calculator()
        self.risk_adjustment_calculator = RiskAdjustmentB3Calculator()
+        self.valuation_controller = ValuationController()

    def calculate_model_value_b(self,
                                economic_value_b1: float,
@ -46,45 +49,104 @@ class ModelValueBCalculator:

        return model_value

-    def calculate_complete_model_value_b(self, input_data: Dict) -> Dict:
+    async def calculate_complete_model_value_b(self, valuation_id: int, input_data: Dict) -> Dict[str, float]:
        """
-        计算完整的模型估值B，包含所有子公式
-        
+        计算完整的模型估值B，并记录详细的计算步骤。
+
+        此函数通过依次调用经济价值B1、文化价值B2和风险调整系数B3的计算器，
+        完成模型估值B的全面计算。每一步的计算（包括子模块的调用、输入、输出）
+        都会被记录下来，用于后续的分析和审计。
+
        Args:
-            input_data: 输入数据字典，包含所有必要的参数
-            
+            valuation_id (int): 估值的唯一标识符，用于关联所有计算步骤。
+            input_data (Dict): 包含所有计算所需参数的字典，结构应包含：
+                {
+                    'economic_data': { ... },  # 经济价值B1所需数据
+                    'cultural_data': { ... },  # 文化价值B2所需数据
+                    'risky_data': { ... }     # 风险调整系数B3所需数据
+                }
+
        Returns:
-            Dict: 包含所有中间计算结果和最终结果的字典
+            Dict[str, float]: 包含中间结果和最终模型估值B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，然后重新抛出。
        """
-        # 计算经济价值B1
-        economic_result = self.economic_value_calculator.calculate_complete_economic_value_b1(
-            input_data['economic_data']
-        )
-        economic_value_b1 = economic_result['economic_value_b1']
-
-        # 计算文化价值B2
-        cultural_result = self.cultural_value_calculator.calculate_complete_cultural_value_b2(
-            input_data['cultural_data']
-        )
-        cultural_value_b2 = cultural_result['cultural_value_b2']
-
-        risk_value_result = self.risk_adjustment_calculator.calculate_complete_risky_value_b3(
-            input_data['risky_data']
-        )
-        risk_value_b3 = risk_value_result['risk_adjustment_b3']
-        # 计算模型估值B
-        model_value_b = self.calculate_model_value_b(
-            economic_value_b1,
-            cultural_value_b2,
-            risk_value_b3
+        await self.valuation_controller.log_formula_step(
+            valuation_id,
+            "MODEL_B",
+            status="processing",
+            input_params=input_data,
        )

-        return {
-            'economic_value_b1': economic_value_b1,
-            'cultural_value_b2': cultural_value_b2,
-            'risk_value_b3': risk_value_b3,
-            'model_value_b': model_value_b,
-        }
+        current_stage = "初始化模型估值B参数"
+        try:
+            if not isinstance(input_data, dict):
+                raise TypeError(f"model_data必须为字典，当前类型为{type(input_data).__name__}")
+
+            required_sections = ("economic_data", "cultural_data", "risky_data")
+            missing_sections = [
+                section for section in required_sections
+                if not isinstance(input_data.get(section), dict)
+            ]
+            if missing_sections:
+                raise ValueError(f"model_data缺少必要字段: {', '.join(missing_sections)}")
+
+            # 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_result = await self.economic_value_calculator.calculate_complete_economic_value_b1(
+                valuation_id,
+                input_data['economic_data']
+            )
+            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_result = await self.cultural_value_calculator.calculate_complete_cultural_value_b2(
+                valuation_id,
+                input_data['cultural_data']
+            )
+            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_result = await self.risk_adjustment_calculator.calculate_complete_risky_value_b3(
+                valuation_id,
+                input_data['risky_data']
+            )
+            risk_value_b3 = risk_result["risk_value_b3"]
+
+            # 计算模型估值B
+            current_stage = "模型估值B汇总"
+            model_value_b = self.calculate_model_value_b(
+                economic_value_b1,
+                cultural_value_b2,
+                risk_value_b3
+            )
+            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.log_formula_step(
+                valuation_id,
+                "MODEL_B",
+                status="failed",
+                error_message=f"{current_stage}失败: {e}",
+            )
+            raise


 # 示例使用
--- a/app/utils/calculation_engine/formula_registry.py
+++ b/app/utils/calculation_engine/formula_registry.py
@ -0,0 +1,358 @@
+"""
+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",
+                    ),
+                ],
+            ),
+            _node(
+                "DYNAMIC_PLEDGE_RATE",
+                "动态质押率DPR",
+                "动态质押率DPR = 基础质押率 × (1 + 流量修正系数) + 政策加成系数 - 流动性调节因子",
+                "40",
+                group="DYNAMIC_PLEDGE",
+            ),
+            # API查询结果记录
+            _node(
+                "API_ESG_QUERY",
+                "ESG评分查询",
+                "根据行业名称查询ESG基准分",
+                "50.1",
+                group="API_QUERY",
+            ),
+            _node(
+                "API_INDUSTRY_QUERY",
+                "行业系数查询",
+                "根据行业名称查询行业修正系数I",
+                "50.2",
+                group="API_QUERY",
+            ),
+            _node(
+                "API_POLICY_QUERY",
+                "政策匹配度查询",
+                "根据行业名称查询政策匹配度评分",
+                "50.3",
+                group="API_QUERY",
+            ),
+            _node(
+                "API_JUDICIAL_QUERY",
+                "司法诉讼查询",
+                "根据机构名称查询诉讼状态，映射为法律风险评分（无诉讼:10分, 已解决:7分, 未解决:0分）",
+                "50.4",
+                group="API_QUERY",
+            ),
+            _node(
+                "API_PATENT_QUERY",
+                "专利信息查询",
+                "根据专利申请号查询专利数量和剩余年限，计算专利评分",
+                "50.5",
+                group="API_QUERY",
+            ),
+            _node(
+                "API_WECHAT_INDEX",
+                "微信指数查询",
+                "根据资产名称查询微信指数，计算搜索指数S1 = 微信指数 / 10",
+                "50.6",
+                group="API_QUERY",
+            ),
+            # 参数映射记录
+            _node(
+                "MAPPING_CROSS_BORDER_DEPTH",
+                "跨界合作深度映射",
+                "用户选项映射为评分：无(0分), 品牌联名(3分), 科技载体(5分), 国家外交礼品(10分)",
+                "51.1",
+                group="PARAM_MAPPING",
+            ),
+            _node(
+                "MAPPING_INHERITOR_LEVEL",
+                "传承人等级映射",
+                "用户选项映射为系数：国家级(10分), 省级(7分), 市级及以下(4分)",
+                "51.2",
+                group="PARAM_MAPPING",
+            ),
+            # 权重计算记录
+            _node(
+                "CALC_HISTORICAL_INHERITANCE",
+                "历史传承度计算",
+                "HI = 出土实物×1.0 + 古代文献×0.8 + 传承人佐证×0.6 + 现代研究×0.4",
+                "52.1",
+                group="PARAM_CALC",
+            ),
+            _node(
+                "CALC_INHERITANCE_RISK",
+                "传承风险年龄转换",
+                "根据各年龄段传承人数量计算传承风险评分：≤50岁(10分), 50-70岁(5分), >70岁(0分), 取最高分",
+                "52.2",
+                group="PARAM_CALC",
+            ),
+            _node(
+                "CALC_MARKET_RISK",
+                "市场风险价格波动",
+                "根据30天价格波动计算市场风险评分：波动率≤5%(10分), 5-15%(5分), >15%(0分)",
+                "52.3",
+                group="PARAM_CALC",
+            ),
+        ],
+    )
+]
+
+
+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
+
--- a/app/utils/calculation_engine/market_value_c/market_value_c.py
+++ b/app/utils/calculation_engine/market_value_c/market_value_c.py
@ -8,6 +8,9 @@ import logging
 current_dir = os.path.dirname(os.path.abspath(__file__))
 if current_dir not in sys.path:
    sys.path.append(current_dir)
+    # 添加项目根目录
+    sys.path.append(os.path.join(current_dir, '..', '..', '..'))
+

 try:
    # 相对导入（当作为包使用时）
@ -16,6 +19,7 @@ try:
    from .sub_formulas.scarcity_multiplier_c3 import ScarcityMultiplierC3Calculator
    from .sub_formulas.temporal_decay_c4 import TemporalDecayC4Calculator
    from .market_data_analyzer import market_data_analyzer
+    from app.controllers.valuation import ValuationController
 except ImportError:
    # 绝对导入（当直接运行时）
    from sub_formulas.market_bidding_c1 import MarketBiddingC1Calculator
@ -23,6 +27,7 @@ except ImportError:
    from sub_formulas.scarcity_multiplier_c3 import ScarcityMultiplierC3Calculator
    from sub_formulas.temporal_decay_c4 import TemporalDecayC4Calculator
    from market_data_analyzer import market_data_analyzer
+    from app.controllers.valuation import ValuationController

 logger = logging.getLogger(__name__)

@ -36,6 +41,7 @@ class MarketValueCCalculator:
        self.heat_coefficient_calculator = HeatCoefficientC2Calculator()
        self.scarcity_multiplier_calculator = ScarcityMultiplierC3Calculator()
        self.temporal_decay_calculator = TemporalDecayC4Calculator()
+        self.valuation_controller = ValuationController()
    
    async def _get_dynamic_default_price(self, input_data: Dict) -> float:
        """
@ -93,64 +99,131 @@ class MarketValueCCalculator:
        market_value = (market_bidding_c1 * heat_coefficient_c2 * 
                       scarcity_multiplier_c3 * temporal_decay_c4)
        
-        return market_value
+        return market_value / 10000.0
    
-    async def calculate_complete_market_value_c(self, input_data: Dict) -> Dict:
+    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，包含所有子公式
-        
-        args:
-            input_data: 输入数据字典，包含所有必要的参数
-                参数来源标记（用户填写/系统配置/API获取/系统计算）：
-                - average_transaction_price: 系统计算(基于用户填写/API获取)
-                - market_activity_coefficient: 系统计算(基于用户填写)
-                - daily_browse_volume: API获取/系统估算
-                - collection_count: API获取/系统估算
-                - issuance_level: 用户填写
-                - recent_market_activity: 用户填写
-                - issuance_scarcity/circulation_scarcity/uniqueness_scarcity: 系统配置/系统计算（保留向后兼容）
-            
-        return:
-            Dict: 包含所有中间计算结果和最终结果的字典
-        """
-        # 计算市场竞价C1
-        market_bidding_c1 = self.market_bidding_calculator.calculate_market_bidding_c1(
-            transaction_data={'weighted_average_price': input_data.get('weighted_average_price', 0)},
-            manual_bids=input_data.get('manual_bids', []),
-            expert_valuations=input_data.get('expert_valuations', [])
-        )
+        计算完整的市场估值C，并记录每一步的计算过程。

-        # 计算热度系数C2
-        heat_coefficient_c2 = self.heat_coefficient_calculator.calculate_heat_coefficient_c2(
-            input_data.get('daily_browse_volume', 500.0),
-            input_data.get('collection_count', 50)
+        该函数通过顺序调用市场竞价C1、热度系数C2、稀缺性乘数C3和时效性衰减C4的计算器，
+        最终得出市场估值C。计算过程中的每个子步骤都会被详细记录，以便于审计和跟踪。
+
+        Args:
+            valuation_id (int): 估值的唯一标识符，用于关联所有计算步骤。
+            input_data (Dict): 包含所有计算所需参数的字典，例如：
+                {
+                    'weighted_average_price': 50000.0, # C1
+                    'manual_bids': [48000.0, 52000.0], # C1
+                    'expert_valuations': [49000.0, 51000.0], # C1
+                    'daily_browse_volume': 500.0, # C2
+                    'collection_count': 50, # C2
+                    'issuance_level': '限量', # C3
+                    'recent_market_activity': '2024-01-15' # C4
+                }
+
+        Returns:
+            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。
+        """
+        await self.valuation_controller.log_formula_step(
+            valuation_id,
+            "MARKET_C",
+            status="processing",
+            input_params=input_data,
        )
-        
-        # 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')
-        )
-        
-        # 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')
-        )
-        
-        # 计算市场估值C
-        market_value_c = self.calculate_market_value_c(
-            market_bidding_c1,
-            heat_coefficient_c2,
-            scarcity_multiplier_c3,
-            temporal_decay_c4
-        )
-        
-        return {
-            'market_bidding_c1': market_bidding_c1,
-            'heat_coefficient_c2': heat_coefficient_c2,
-            'scarcity_multiplier_c3': scarcity_multiplier_c3,
-            'temporal_decay_c4': temporal_decay_c4,
-            'market_value_c': market_value_c
-        }
+        try:
+            # 计算市场竞价C1
+            market_bidding_c1 = self.market_bidding_calculator.calculate_market_bidding_c1(
+                transaction_data={'weighted_average_price': input_data.get('weighted_average_price', 0)},
+                manual_bids=input_data.get('manual_bids', []),
+                expert_valuations=input_data.get('expert_valuations', [])
+            )
+            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
+            heat_coefficient_c2 = self.heat_coefficient_calculator.calculate_heat_coefficient_c2(
+                input_data.get('daily_browse_volume', 500.0),
+                input_data.get('collection_count', 50)
+            )
+            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.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.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
+            market_value_c = self.calculate_market_value_c(
+                market_bidding_c1,
+                heat_coefficient_c2,
+                scarcity_multiplier_c3,
+                temporal_decay_c4
+            )
+
+            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 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.log_formula_step(
+                valuation_id,
+                "MARKET_C",
+                status="failed",
+                error_message=str(e),
+            )
+            raise


 # 示例使用
--- a/app/utils/calculation_engine/risk_adjustment_b3/sub_formulas/risk_adjustment_b3.py
+++ b/app/utils/calculation_engine/risk_adjustment_b3/sub_formulas/risk_adjustment_b3.py
@ -6,13 +6,23 @@
 """

 from typing import Dict, List
+import sys
+import os

+# 添加项目根目录到Python路径
+current_dir = os.path.dirname(os.path.abspath(__file__))
+sys.path.append(os.path.join(current_dir, '..', '..', '..', '..'))
+
+try:
+    from app.controllers.valuation import ValuationController
+except ImportError:
+    pass

 class RiskAdjustmentB3Calculator:
    """风险调整系数B3计算器"""

    def __init__(self):
-        pass
+        self.valuation_controller = ValuationController()

    def calculate_risk_adjustment_b3(self, risk_score_sum: float) -> float:
        """
@ -155,22 +165,116 @@ class RiskAdjustmentB3Calculator:

        return max_score

-    def calculate_complete_risky_value_b3(self, input_data: Dict) -> Dict:
-        # 计算各项风险评分
-        market_risk = self.calculate_market_risk(input_data["highest_price"], input_data["lowest_price"])
-        legal_risk = self.calculate_legal_risk(input_data["lawsuit_status"])
-        inheritance_risk = self.calculate_inheritance_risk(input_data["inheritor_ages"])
+    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。

-        # 计算风险评分总和R
-        risk_score_sum = self.calculate_risk_score_sum(market_risk, legal_risk, inheritance_risk)
+        该函数通过整合市场风险、法律风险和传承风险的评估，
+        计算出风险评分总和R，并最终得出风险调整系数B3。
+        每一步的计算过程都会被记录下来，以确保计算的透明度和可追溯性。

-        # 计算风险调整系数B3
-        risk_adjustment_b3 = self.calculate_risk_adjustment_b3(risk_score_sum)
-        return {
-            'risk_score_sum': risk_score_sum,
-            'risk_adjustment_b3': risk_adjustment_b3
-        }
+        Args:
+            valuation_id (int): 估值的唯一标识符，用于关联所有计算步骤。
+            input_data (Dict): 包含所有计算所需参数的字典，例如：
+                {
+                    'highest_price': 340.0, # 市场风险
+                    'lowest_price': 300.0, # 市场风险
+                    'lawsuit_status': 10.0, # 法律风险
+                    'inheritor_ages': [100, 20, 5], # 传承风险
+                    ...
+                }

+        Returns:
+            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。
+        """
+        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.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.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.log_formula_step(
+                valuation_id,
+                "MODEL_B_RISK_B3_INHERITANCE",
+                status="completed",
+                input_params={
+                    "inheritor_ages": input_data.get("inheritor_ages"),
+                    "score_rule": "≤50岁:10分, 50-70岁:5分, >70岁:0分, 取最高分"
+                },
+                output_result={'inheritance_risk': inheritance_risk},
+            )
+
+            # 计算风险评分总和R
+            risk_score_sum = self.calculate_risk_score_sum(market_risk, legal_risk, inheritance_risk)
+
+            # 计算风险调整系数B3
+            risk_adjustment_b3 = self.calculate_risk_adjustment_b3(risk_score_sum)
+
+            # 调试输出：打印B3计算的关键值
+            print(f"=== B3计算调试 ===")
+            print(f"市场风险: {market_risk}")
+            print(f"法律风险: {legal_risk}")
+            print(f"传承风险: {inheritance_risk}")
+            print(f"风险评分总和R: {risk_score_sum}")
+            print(f"风险调整系数B3: {risk_adjustment_b3}")
+            print(f"=== B3计算完成 ===")
+
+            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,
+                # 详细计算过程
+                "calculation_detail": {
+                    "step1_market_risk": f"市场风险 = {market_risk}分 (波动率评分)",
+                    "step2_legal_risk": f"法律风险 = {legal_risk}分 (诉讼状态评分)",
+                    "step3_inheritance_risk": f"传承风险 = {inheritance_risk}分 (年龄评分)",
+                    "step4_risk_score_sum": f"R = ({market_risk}×0.3 + {legal_risk}×0.4 + {inheritance_risk}×0.3) / 10 = {risk_score_sum}",
+                    "step5_risk_adjustment_b3": f"B3 = 0.8 + {risk_score_sum}×0.4 = {risk_adjustment_b3}",
+                    "formula": "风险调整系数B3 = 0.8 + R × 0.4, R = (市场风险×0.3 + 法律风险×0.4 + 传承风险×0.3) / 10"
+                }
+            }
+            await self.valuation_controller.log_formula_step(
+                valuation_id,
+                "MODEL_B_RISK_B3",
+                status="completed",
+                output_result=result,
+            )
+            return result
+        except Exception as e:
+            await self.valuation_controller.log_formula_step(
+                valuation_id,
+                "MODEL_B_RISK_B3",
+                status="failed",
+                error_message=str(e),
+            )
+            raise

 # 示例使用
 if __name__ == "__main__":
--- a/app/utils/专利.json
+++ b/app/utils/专利.json
--- a/demo_api.py
+++ b/demo_api.py
@ -1,384 +0,0 @@
-#!/usr/bin/env python
-# -*- coding: utf-8 -*-
-
-import requests
-import json
-import random
-import time
-
-# API基础URL
-BASE_URL = "http://127.0.0.1:9999/api/v1"
-
-# 测试数据
-test_phone = f"1380000{random.randint(1000, 9999)}"
-test_password = test_phone[-6:]  # 默认密码是手机号后6位
-access_token = None
-user_id = None
-valuation_id = None
-
-def test_register():
-    """测试用户注册功能"""
-    print("\n===== 测试用户注册 =====")
-    url = f"{BASE_URL}/app-user/register"
-    data = {
-        "phone": test_phone
-    }
-    
-    response = requests.post(url, json=data)
-    print(f"请求URL: {url}")
-    print(f"请求数据: {data}")
-    print(f"响应状态码: {response.status_code}")
-    print(f"响应内容: {response.text}")
-    
-    assert response.status_code == 200, "注册请求失败"
-    result = response.json()
-    assert result["code"] == 200, "注册失败"
-    assert result["data"]["phone"] == test_phone, "返回的手机号不匹配"
-    assert result["data"]["default_password"] == test_phone[-6:], "默认密码不正确"
-    
-    print("✅ 用户注册测试通过")
-    return result
-
-def test_login():
-    """测试用户登录功能"""
-    global access_token
-    
-    print("\n===== 测试用户登录 =====")
-    url = f"{BASE_URL}/app-user/login"
-    data = {
-        "phone": test_phone,
-        "password": test_password
-    }
-    
-    response = requests.post(url, json=data)
-    print(f"请求URL: {url}")
-    print(f"请求数据: {data}")
-    print(f"响应状态码: {response.status_code}")
-    print(f"响应内容: {response.text}")
-    
-    assert response.status_code == 200, "登录请求失败"
-    result = response.json()
-    assert "access_token" in result, "登录失败，未返回token"
-    
-    # 保存token供后续请求使用
-    access_token = result["access_token"]
-    
-    print("✅ 用户登录测试通过")
-    return result
-
-def test_create_valuation():
-    """测试创建估值评估申请"""
-    global access_token
-    
-    print("\n===== 测试创建估值评估申请 =====")
-    url = f"{BASE_URL}/app-valuations/"
-    
-    # 准备请求头，包含授权token
-    headers = {
-        "Authorization": f"Bearer {access_token}",
-        "Content-Type": "application/json"
-    }
-    
-    # 估值评估申请数据 - 根据估值字段.txt更新
-    data = {
-        # 02 - 基础信息 - 非遗IP资产的基本信息
-        "asset_name": f"蜀绣-{random.randint(1000, 9999)}",  # 资产名称：必须是企业全名称
-        "institution": "有数",  # 所属机构：拥有或管理该非遗IP资产的机构名称
-        "industry": "文化艺术",  # 所属行业：非遗IP资产所属的行业分类
-        
-        # 03 - 财务状况
-        "rd_investment": "5",  # ：近12个月的研发费用（单位：万元）
-        "annual_revenue": "100",  # 近12个月的营收额（单位：万元），用于计算创新投入比
-        "three_year_income": [100, 120, 150],  # 近三年的每年收益：资产近3年的年收益数据（单位：万元），用于计算年均收益和增长率
-        "funding_status": "国家级资助",  # 资金支持: 国家级资助(10分)、省级资助(7分)、无资助(0分)
-        
-        # 04 - 非遗等级与技术
-        "inheritor_level": "国家级",  # 传承人等级
-        "inheritor_ages": [60, 42, 35],  # 传承人年龄
-        "inheritor_certificates": ["http://example.com/国家级非遗传承人证书.jpg"],  # 传承人证书：传承人资质证明材料
-        "heritage_asset_level": "国家级非遗",  # 非遗资产等级
-        "patent_remaining_years": "8",  # [实际上就是专利号 通过API查询到的 ]专利剩余年限：资产相关专利的剩余保护期，8年对应7分
-        "historical_evidence": {  # 资产历史证据类型+数量：历史传承的证据材料
-            "artifacts": 1,  # 出土实物数量
-            "ancient_literature": 2,  # 古代文献数量
-            "inheritor_testimony": 3,  # 传承人佐证数量
-            "modern_research": 1  # 现代研究数量
-        },
-        # 专利证书：
-        "patent_certificates": ["http://example.com/专利证书1.jpg", "http://example.com/专利证书2.jpg"],
-        "pattern_images": ["pattern1.jpg"],  # 纹样图片：资产相关的纹样图片文件
-
-        # 04 - 非遗应用与推广
-        "implementation_stage": "成熟应用",  # 非遗资产应用成熟度
-        "coverage_area": "区域覆盖",  # 非遗资产应用覆盖范围
-        "collaboration_type": "品牌联名",  # 非遗资产跨界合作深度
-        "offline_teaching_count": 12,  # 近12个月线下相关演讲活动次数
-        "platform_accounts": {  # 线上相关宣传账号信息
-            "bilibili": {
-                "followers_count": 8000,  # 粉丝数量
-                "likes": 1000,  # 点赞数
-                "comments": 500,  # 评论数
-                "shares": 500  # 转发数
-            },  # B站账号
-            "douyin": {
-                "followers_count": 8000,  # 粉丝数量
-                "likes": 1000,  # 点赞数
-                "comments": 500,  # 评论数
-                "shares": 500  # 转发数
-            }  # 抖音账号
-        },
-
-        # 06 - 非遗资产衍生商品信息
-        #该商品近12个月销售量
-        "sales_volume": "1000",  # 近12个月销售量：资产衍生商品的近12个月销售量（单位：件）         链接购买量
-        # 该商品近12个月的链接浏览量
-        "link_views": "10000",  # 近12个月链接浏览量：资产衍生商品相关链接的近12个月浏览量（单位：次）  浏览量
-        "scarcity_level": "流通",  # 稀缺等级：资产的稀缺程度，流通（发行量>1000份）对应0.1分
-        "market_activity_time": "近一月",  # 市场活动的时间
-        "monthly_transaction_amount": "<100万元",  # 月交易额：资产衍生商品的月交易额水平，<100万元对应-0.1
-        "price_range": {  # 资产商品的价格波动率：近30天商品价格的波动情况
-            "highest": 239,  # 最高价（单位：元）
-            "lowest": 189  # 最低价（单位：元）
-        },
-        "market_price": 0,  #  直接提供的市场价格（单位：万元） 用户输入:  专家审核 或者 系统默认  专家审核
-        
-        # 内置API 计算字段
-        "infringement_record": "无侵权记录",  # 侵权记录：资产的侵权历史情况，无侵权记录对应10分
-        "patent_count": "1",  # 专利使用量：资产相关的专利数量，每引用一项专利+2.5分
-        "esg_value": "10",  # ESG关联价值：根据行业匹配的ESG（环境、社会、治理）关联价值
-        "policy_matching": "10",  # 政策匹配度：根据行业自动匹配的政策匹配度分值
-        "online_course_views": 2000,  # 线上课程点击量：抖音/快手播放量按100:1折算为学习人次，B站课程按50:1折算
-        "pattern_complexity": "1.459",  # 结构复杂度：纹样的结构复杂度值 搞一个默认值: 0.0
-        "normalized_entropy": "9.01",  # 归一化信息熵：纹样的归一化信息熵值  搞一个默认值: 0.0 
-        "legal_risk": "无诉讼",  # 法律风险-侵权诉讼历史：资产所属机构的诉讼历史，无诉讼对应10分
-        # 动态质押率DPR：计算公式=基础质押率*(1+流量修正系数)+政策加成系数-流动性调节因子
-        "base_pledge_rate": "50%",  # 基础质押率：基础质押率固定值50%
-        "flow_correction": "0.3",  # 流量修正系数：固定值0.3
-    }
-    
-    response = requests.post(url, headers=headers, json=data)
-    print(f"请求URL: {url}")
-    print(f"请求头: {headers}")
-    print(f"请求数据: {json.dumps(data, ensure_ascii=False, indent=2)}")
-    print(f"响应状态码: {response.status_code}")
-    print(f"响应内容: {response.text}")
-    
-    assert response.status_code == 200, "创建估值评估申请请求失败"
-    result = response.json()
-    assert result["code"] == 200, "创建估值评估申请失败"
-    
-    print("✅ 创建估值评估申请测试通过")
-    return result
-
-def test_get_profile():
-    """测试获取用户个人信息"""
-    global access_token, user_id
-    
-    print("\n===== 测试获取用户个人信息 =====")
-    url = f"{BASE_URL}/app-user/profile"
-    
-    headers = {
-        "Authorization": f"Bearer {access_token}"
-    }
-    
-    response = requests.get(url, headers=headers)
-    print(f"请求URL: {url}")
-    print(f"请求头: {headers}")
-    print(f"响应状态码: {response.status_code}")
-    print(f"响应内容: {response.text}")
-    
-    assert response.status_code == 200, "获取用户信息请求失败"
-    result = response.json()
-    user_id = result["id"]  # 保存用户ID供后续使用
-    
-    print("✅ 获取用户个人信息测试通过")
-    return result
-
-def test_change_password():
-    """测试修改密码"""
-    global access_token
-    
-    print("\n===== 测试修改密码 =====")
-    url = f"{BASE_URL}/app-user/change-password"
-    
-    headers = {
-        "Authorization": f"Bearer {access_token}",
-        "Content-Type": "application/json"
-    }
-    
-    new_password = "new" + test_password
-    data = {
-        "old_password": test_password,
-        "new_password": new_password
-    }
-    
-    response = requests.post(url, headers=headers, json=data)
-    print(f"请求URL: {url}")
-    print(f"请求头: {headers}")
-    print(f"请求数据: {data}")
-    print(f"响应状态码: {response.status_code}")
-    print(f"响应内容: {response.text}")
-    
-    assert response.status_code == 200, "修改密码请求失败"
-    result = response.json()
-    assert result["code"] == 200, "修改密码失败"
-    
-    print("✅ 修改密码测试通过")
-    return result
-
-def test_update_profile():
-    """测试更新用户信息"""
-    global access_token
-    
-    print("\n===== 测试更新用户信息 =====")
-    url = f"{BASE_URL}/app-user/profile"
-    
-    headers = {
-        "Authorization": f"Bearer {access_token}",
-        "Content-Type": "application/json"
-    }
-    
-    data = {
-        "nickname": f"测试用户{random.randint(100, 999)}",
-        "avatar": "https://example.com/avatar.jpg",
-        "gender": "male",
-        "email": f"test{random.randint(100, 999)}@example.com"
-    }
-    
-    response = requests.put(url, headers=headers, json=data)
-    print(f"请求URL: {url}")
-    print(f"请求头: {headers}")
-    print(f"请求数据: {data}")
-    print(f"响应状态码: {response.status_code}")
-    print(f"响应内容: {response.text}")
-    
-    assert response.status_code == 200, "更新用户信息请求失败"
-    result = response.json()
-    # 更新用户信息接口直接返回用户对象，不包含code字段
-    assert "id" in result, "更新用户信息失败"
-    
-    print("✅ 更新用户信息测试通过")
-    return result
-
-def test_logout():
-    """测试用户登出"""
-    global access_token
-    
-    print("\n===== 测试用户登出 =====")
-    url = f"{BASE_URL}/app-user/logout"
-    
-    headers = {
-        "Authorization": f"Bearer {access_token}"
-    }
-    
-    response = requests.post(url, headers=headers)
-    print(f"请求URL: {url}")
-    print(f"请求头: {headers}")
-    print(f"响应状态码: {response.status_code}")
-    print(f"响应内容: {response.text}")
-    
-    assert response.status_code == 200, "登出请求失败"
-    result = response.json()
-    assert result["code"] == 200, "登出失败"
-    
-    print("✅ 用户登出测试通过")
-    return result
-
-def test_get_valuation_list():
-    """测试获取用户估值列表"""
-    global access_token
-    
-    print("\n===== 测试获取用户估值列表 =====")
-    url = f"{BASE_URL}/app-valuations/"
-    
-    headers = {
-        "Authorization": f"Bearer {access_token}"
-    }
-    
-    response = requests.get(url, headers=headers)
-    print(f"请求URL: {url}")
-    print(f"请求头: {headers}")
-    print(f"响应状态码: {response.status_code}")
-    print(f"响应内容: {response.text}")
-    
-    assert response.status_code == 200, "获取估值列表请求失败"
-    result = response.json()
-    assert result["code"] == 200, "获取估值列表失败"
-    
-    print("✅ 获取用户估值列表测试通过")
-    return result
-
-def test_get_valuation_detail():
-    """测试获取估值详情"""
-    global access_token, valuation_id
-    
-    # 先获取估值列表，获取第一个估值ID
-    if not valuation_id:
-        list_result = test_get_valuation_list()
-        if list_result["data"] and len(list_result["data"]) > 0:
-            valuation_id = list_result["data"][0]["id"]
-        else:
-            print("⚠️ 没有可用的估值记录，跳过估值详情测试")
-            return None
-    
-    print("\n===== 测试获取估值详情 =====")
-    url = f"{BASE_URL}/app-valuations/{valuation_id}"
-    
-    headers = {
-        "Authorization": f"Bearer {access_token}"
-    }
-    
-    response = requests.get(url, headers=headers)
-    print(f"请求URL: {url}")
-    print(f"请求头: {headers}")
-    print(f"响应状态码: {response.status_code}")
-    print(f"响应内容: {response.text}")
-    
-    assert response.status_code == 200, "获取估值详情请求失败"
-    result = response.json()
-    assert result["code"] == 200, "获取估值详情失败"
-    
-    print("✅ 获取估值详情测试通过")
-    return result
-
-def run_tests():
-    """运行所有测试"""
-    try:
-        # 测试注册
-        test_register()
-        
-        # 等待一秒，确保数据已保存
-        time.sleep(1)
-        
-        # 测试登录
-        test_login()
-        
-        # 测试获取用户个人信息
-        test_get_profile()
-        
-        # 测试更新用户信息
-        test_update_profile()
-        
-        # 测试创建估值评估申请
-        test_create_valuation()
-        
-        # 测试获取估值列表
-        test_get_valuation_list()
-        
-        # 测试获取估值详情
-        test_get_valuation_detail()
-        
-        # 测试修改密码
-        test_change_password()
-        
-        # 测试登出
-        # test_logout()
-        
-        print("\n===== 所有测试通过 =====")
-    except AssertionError as e:
-        print(f"\n❌ 测试失败: {e}")
-    except Exception as e:
-        print(f"\n❌ 发生错误: {e}")
-
-if __name__ == "__main__":
-    run_tests()
--- a/deploy/entrypoint.sh
+++ b/deploy/entrypoint.sh
@ -1,5 +1,6 @@
 #!/bin/sh
 set -e

-nginx
+# nginx
+
 python run.py
--- a/deploy/web.conf
+++ b/deploy/web.conf
@ -1,13 +1,31 @@
 server {
        listen 80;
        server_name localhost; 
+        location = /docs {
+                proxy_pass http://127.0.0.1:9999/docs;
+                proxy_set_header Host $host;
+                proxy_set_header X-Real-IP $remote_addr;
+        }
+        location = /redoc {
+                proxy_pass http://127.0.0.1:9999/redoc;
+                proxy_set_header Host $host;
+                proxy_set_header X-Real-IP $remote_addr;
+        }
+        location = /openapi.json {
+                proxy_pass http://127.0.0.1:9999/openapi.json;
+                proxy_set_header Host $host;
+                proxy_set_header X-Real-IP $remote_addr;
+        }
        location / {
              root /opt/vue-fastapi-admin/web/dist;
              index index.html index.htm;
              try_files $uri /index.html;
        }
+
        location ^~ /api/ {
                proxy_pass http://127.0.0.1:9999;
+                proxy_set_header Host $host;
+                proxy_set_header X-Real-IP $remote_addr;
        }

 }
--- a/docs/sql/add_transaction_menu.sql
+++ b/docs/sql/add_transaction_menu.sql
@ -1,24 +0,0 @@
-- 新增交易管理菜单
-- 创建时间: 2025-11-13
-
-- 插入一级目录：交易管理
-INSERT INTO menu (id, name, menu_type, icon, path, 'order', parent_id, is_hidden, component, keepalive, redirect, created_at, updated_at)
-VALUES 
-  (16, '交易管理', 'catalog', 'carbon:receipt', '/transaction', 3, 0, 0, 'Layout', 0, '/transaction/invoice', datetime('now'), datetime('now'));
-
-- 插入二级菜单：开票记录
-INSERT INTO menu (id, name, menu_type, icon, path, 'order', parent_id, is_hidden, component, keepalive, redirect, created_at, updated_at)
-VALUES 
-  (17, '开票记录', 'menu', 'carbon:document', 'invoice', 1, 16, 0, '/transaction/invoice', 0, NULL, datetime('now'), datetime('now'));
-
-- 为管理员角色分配菜单权限
-INSERT INTO role_menu (role_id, menu_id) 
-VALUES 
-  (1, 16),
-  (1, 17);
-
-- 为普通用户角色分配菜单权限
-INSERT INTO role_menu (role_id, menu_id) 
-VALUES 
-  (2, 16),
-  (2, 17);
--- a/docs/sql/add_valuation_menu.sql
+++ b/docs/sql/add_valuation_menu.sql
@ -1,24 +0,0 @@
-- 新增估值管理菜单
-- 创建时间: 2025-11-13
-
-- 插入一级目录：估值管理
-INSERT INTO menu (id, name, menu_type, icon, path, 'order', parent_id, is_hidden, component, keepalive, redirect, created_at, updated_at)
-VALUES 
-  (18, '估值管理', 'catalog', 'carbon:calculator', '/valuation', 4, 0, 0, 'Layout', 0, '/valuation/audit', datetime('now'), datetime('now'));
-
-- 插入二级菜单：审核列表
-INSERT INTO menu (id, name, menu_type, icon, path, 'order', parent_id, is_hidden, component, keepalive, redirect, created_at, updated_at)
-VALUES 
-  (19, '审核列表', 'menu', 'carbon:task-approved', 'audit', 1, 18, 0, '/valuation/audit', 0, NULL, datetime('now'), datetime('now'));
-
-- 为管理员角色分配菜单权限
-INSERT INTO role_menu (role_id, menu_id) 
-VALUES 
-  (1, 18),
-  (1, 19);
-
-- 为普通用户角色分配菜单权限
-INSERT INTO role_menu (role_id, menu_id) 
-VALUES 
-  (2, 18),
-  (2, 19);
--- a/docs/sql/complete_menu_setup.sql
+++ b/docs/sql/complete_menu_setup.sql
@ -1,86 +0,0 @@
-- 完整菜单初始化SQL
-- 创建时间: 2025-11-17
-- 说明: 包含所有新增的菜单项和权限分配
-
-- ========================================
-- 1. 工作台菜单
-- ========================================
-INSERT INTO menu (id, name, menu_type, icon, path, 'order', parent_id, is_hidden, component, keepalive, redirect, created_at, updated_at)
-VALUES 
-  (22, '工作台', 'menu', 'carbon:dashboard', '/workbench', 1, 0, 0, '/workbench', 1, NULL, datetime('now'), datetime('now'));
-
-- ========================================
-- 2. 交易管理菜单
-- ========================================
-- 插入一级目录：交易管理
-INSERT INTO menu (id, name, menu_type, icon, path, 'order', parent_id, is_hidden, component, keepalive, redirect, created_at, updated_at)
-VALUES 
-  (16, '交易管理', 'catalog', 'carbon:receipt', '/transaction', 3, 0, 0, 'Layout', 0, '/transaction/invoice', datetime('now'), datetime('now'));
-
-- 插入二级菜单：开票记录
-INSERT INTO menu (id, name, menu_type, icon, path, 'order', parent_id, is_hidden, component, keepalive, redirect, created_at, updated_at)
-VALUES 
-  (17, '开票记录', 'menu', 'carbon:document', 'invoice', 1, 16, 0, '/transaction/invoice', 0, NULL, datetime('now'), datetime('now'));
-
-- ========================================
-- 3. 估值管理菜单
-- ========================================
-- 插入一级目录：估值管理
-INSERT INTO menu (id, name, menu_type, icon, path, 'order', parent_id, is_hidden, component, keepalive, redirect, created_at, updated_at)
-VALUES 
-  (18, '估值管理', 'catalog', 'carbon:calculator', '/valuation', 4, 0, 0, 'Layout', 0, '/valuation/audit', datetime('now'), datetime('now'));
-
-- 插入二级菜单：审核列表
-INSERT INTO menu (id, name, menu_type, icon, path, 'order', parent_id, is_hidden, component, keepalive, redirect, created_at, updated_at)
-VALUES 
-  (19, '审核列表', 'menu', 'carbon:task-approved', 'audit', 1, 18, 0, '/valuation/audit', 0, NULL, datetime('now'), datetime('now'));
-
-- ========================================
-- 4. 用户管理菜单
-- ========================================
-- 插入一级目录：用户管理
-INSERT INTO menu (id, name, menu_type, icon, path, 'order', parent_id, is_hidden, component, keepalive, redirect, created_at, updated_at)
-VALUES 
-  (20, '用户管理', 'catalog', 'carbon:user-multiple', '/user-management', 5, 0, 0, 'Layout', 0, '/user-management/user-list', datetime('now'), datetime('now'));
-
-- 插入二级菜单：用户列表
-INSERT INTO menu (id, name, menu_type, icon, path, 'order', parent_id, is_hidden, component, keepalive, redirect, created_at, updated_at)
-VALUES 
-  (21, '用户列表', 'menu', 'carbon:user', 'user-list', 1, 20, 0, '/user-management/user-list', 0, NULL, datetime('now'), datetime('now'));
-
-- ========================================
-- 角色权限分配
-- ========================================
-
-- 为管理员角色(role_id=1)分配所有菜单权限
-INSERT INTO role_menu (role_id, menu_id) 
-VALUES 
-  (1, 22),  -- 工作台
-  (1, 16),  -- 交易管理
-  (1, 17),  -- 开票记录
-  (1, 18),  -- 估值管理
-  (1, 19),  -- 审核列表
-  (1, 20),  -- 用户管理
-  (1, 21);  -- 用户列表
-
-- 为普通用户角色(role_id=2)分配基础菜单权限
-INSERT INTO role_menu (role_id, menu_id) 
-VALUES 
-  (2, 22),  -- 工作台
-  (2, 16),  -- 交易管理
-  (2, 17),  -- 开票记录
-  (2, 18),  -- 估值管理
-  (2, 19);  -- 审核列表
-  -- 注意：普通用户不分配用户管理权限
-
-- ========================================
-- 验证SQL
-- ========================================
-- 查询所有新增的菜单
-- SELECT * FROM menu WHERE id >= 16 ORDER BY parent_id, 'order';
-
-- 查询管理员角色的菜单权限
-- SELECT m.name, m.path, m.menu_type FROM menu m 
-- JOIN role_menu rm ON m.id = rm.menu_id 
-- WHERE rm.role_id = 1 AND m.id >= 16 
-- ORDER BY m.parent_id, m.'order';
--- a/node_modules/.vite/deps_temp_e96670e1/package.json
+++ b/node_modules/.vite/deps_temp_e96670e1/package.json
@ -1,3 +0,0 @@
-{
-  "type": "module"
-}
--- a/package-lock.json
+++ b/package-lock.json
@ -1,34 +0,0 @@
-{
-  "name": "guzhi",
-  "lockfileVersion": 3,
-  "requires": true,
-  "packages": {
-    "": {
-      "dependencies": {
-        "echarts": "^6.0.0"
-      }
-    },
-    "node_modules/echarts": {
-      "version": "6.0.0",
-      "resolved": "https://registry.npmjs.org/echarts/-/echarts-6.0.0.tgz",
-      "integrity": "sha512-Tte/grDQRiETQP4xz3iZWSvoHrkCQtwqd6hs+mifXcjrCuo2iKWbajFObuLJVBlDIJlOzgQPd1hsaKt/3+OMkQ==",
-      "dependencies": {
-        "tslib": "2.3.0",
-        "zrender": "6.0.0"
-      }
-    },
-    "node_modules/tslib": {
-      "version": "2.3.0",
-      "resolved": "https://registry.npmjs.org/tslib/-/tslib-2.3.0.tgz",
-      "integrity": "sha512-N82ooyxVNm6h1riLCoyS9e3fuJ3AMG2zIZs2Gd1ATcSFjSA23Q0fzjjZeh0jbJvWVDZ0cJT8yaNNaaXHzueNjg=="
-    },
-    "node_modules/zrender": {
-      "version": "6.0.0",
-      "resolved": "https://registry.npmjs.org/zrender/-/zrender-6.0.0.tgz",
-      "integrity": "sha512-41dFXEEXuJpNecuUQq6JlbybmnHaqqpGlbH1yxnA5V9MMP4SbohSVZsJIwz+zdjQXSSlR1Vc34EgH1zxyTDvhg==",
-      "dependencies": {
-        "tslib": "2.3.0"
-      }
-    }
-  }
-}
--- a/package.json
+++ b/package.json
@ -1,5 +0,0 @@
-{
-  "dependencies": {
-    "echarts": "^6.0.0"
-  }
-}
--- a/pyproject.toml
+++ b/pyproject.toml
@ -69,6 +69,11 @@ dependencies = [
    "websockets==14.1",
    "pyproject-toml>=0.1.0",
    "uvloop==0.21.0 ; sys_platform != 'win32'",
+    "alibabacloud_dysmsapi20170525==4.1.2",
+    "alibabacloud_tea_openapi==0.4.1",
+    "alibabacloud_tea_util==0.3.14",
+    "pytest==8.3.3",
+    "pytest-html==4.1.1",
 ]

 [tool.black]
--- a/requirements.txt
+++ b/requirements.txt
--- a/scripts/admin_flow_test.py
+++ b/scripts/admin_flow_test.py
@ -0,0 +1,213 @@
+import os
+import json
+import time
+import uuid
+import random
+from typing import Dict, Any, List, Optional, Tuple
+
+import httpx
+
+
+def make_url(base_url: str, path: str) -> str:
+    if base_url.endswith("/"):
+        base_url = base_url[:-1]
+    return f"{base_url}{path}"
+
+
+def now_ms() -> int:
+    return int(time.time() * 1000)
+
+
+def ensure_dict(obj: Any) -> Dict[str, Any]:
+    if isinstance(obj, dict):
+        return obj
+    return {"raw": str(obj)}
+
+
+async def api_get(client: httpx.AsyncClient, url: str, headers: Optional[Dict[str, str]] = None, params: Optional[Dict[str, Any]] = None) -> Tuple[int, Dict[str, Any]]:
+    r = await client.get(url, headers=headers or {}, params=params or {})
+    try:
+        parsed = r.json()
+    except Exception:
+        parsed = {"raw": r.text}
+    return r.status_code, ensure_dict(parsed)
+
+
+async def api_post_json(client: httpx.AsyncClient, url: str, payload: Dict[str, Any], headers: Optional[Dict[str, str]] = None) -> Tuple[int, Dict[str, Any]]:
+    r = await client.post(url, json=payload, headers=headers or {})
+    try:
+        parsed = r.json()
+    except Exception:
+        parsed = {"raw": r.text}
+    return r.status_code, ensure_dict(parsed)
+
+
+async def api_put_json(client: httpx.AsyncClient, url: str, payload: Dict[str, Any], headers: Optional[Dict[str, str]] = None) -> Tuple[int, Dict[str, Any]]:
+    r = await client.put(url, json=payload, headers=headers or {})
+    try:
+        parsed = r.json()
+    except Exception:
+        parsed = {"raw": r.text}
+    return r.status_code, ensure_dict(parsed)
+
+
+async def api_delete(client: httpx.AsyncClient, url: str, headers: Optional[Dict[str, str]] = None, params: Optional[Dict[str, Any]] = None) -> Tuple[int, Dict[str, Any]]:
+    r = await client.delete(url, headers=headers or {}, params=params or {})
+    try:
+        parsed = r.json()
+    except Exception:
+        parsed = {"raw": r.text}
+    return r.status_code, ensure_dict(parsed)
+
+
+def write_html_report(filepath: str, title: str, results: List[Dict[str, Any]]) -> None:
+    rows = []
+    for r in results:
+        color = {"PASS": "#4caf50", "FAIL": "#f44336"}.get(r.get("status"), "#9e9e9e")
+        rows.append(
+            f"<tr><td>{r.get('name')}</td><td style='color:{color};font-weight:600'>{r.get('status')}</td><td>{r.get('message','')}</td><td><pre>{json.dumps(r.get('detail', {}), ensure_ascii=False, indent=2)}</pre></td></tr>"
+        )
+    html = f"""
+<!doctype html>
+<html><head><meta charset='utf-8'><title>{title}</title>
+<style>body{{font-family:Arial;padding:12px}} table{{border-collapse:collapse;width:100%}} td,th{{border:1px solid #ddd;padding:8px}}</style>
+</head><body>
+<h2>{title}</h2>
+<p>生成时间: {time.strftime('%Y-%m-%d %H:%M:%S')}</p>
+<table><thead><tr><th>用例</th><th>结果</th><th>说明</th><th>详情</th></tr></thead><tbody>
+{''.join(rows)}
+</tbody></table>
+</body></html>
+"""
+    os.makedirs(os.path.dirname(filepath), exist_ok=True)
+    with open(filepath, "w", encoding="utf-8") as f:
+        f.write(html)
+
+
+async def test_base(client: httpx.AsyncClient, base: str, token: str, results: List[Dict[str, Any]]):
+    for path, name in [("/base/userinfo", "admin用户信息"), ("/base/userapi", "admin接口权限"), ("/base/usermenu", "admin菜单")]:
+        code, data = await api_get(client, make_url(base, path), headers={"token": token})
+        ok = (code == 200)
+        results.append({"name": name, "status": "PASS" if ok else "FAIL", "message": "获取成功" if ok else "获取失败", "detail": {"http": code, "body": data}})
+
+
+async def test_users_crud(client: httpx.AsyncClient, base: str, token: str, results: List[Dict[str, Any]]):
+    email = f"admin_{uuid.uuid4().hex[:6]}@test.com"
+    username = "adm_" + uuid.uuid4().hex[:6]
+    code, data = await api_post_json(client, make_url(base, "/user/create"), {"email": email, "username": username, "password": "123456", "is_active": True, "is_superuser": False, "role_ids": [], "dept_id": 0}, headers={"token": token})
+    results.append({"name": "创建用户", "status": "PASS" if code == 200 and data.get("code") == 200 else "FAIL", "message": data.get("msg"), "detail": {"http": code, "body": data}})
+    code, data = await api_get(client, make_url(base, "/user/list"), headers={"token": token}, params={"page": 1, "page_size": 10, "email": email})
+    ok = (code == 200 and isinstance(data.get("data"), list))
+    uid = None
+    if ok and data["data"]:
+        uid = data["data"][0].get("id")
+    results.append({"name": "查询用户", "status": "PASS" if ok else "FAIL", "message": "获取成功" if ok else "获取失败", "detail": {"http": code, "body": data}})
+    if uid:
+        code, data = await api_post_json(client, make_url(base, "/user/update"), {"id": uid, "email": email, "username": username + "_u", "is_active": True, "is_superuser": False, "role_ids": [], "dept_id": 0}, headers={"token": token})
+        results.append({"name": "更新用户", "status": "PASS" if code == 200 and data.get("code") == 200 else "FAIL", "message": data.get("msg"), "detail": {"http": code, "body": data}})
+        code, data = await api_delete(client, make_url(base, "/user/delete"), headers={"token": token}, params={"user_id": uid})
+        results.append({"name": "删除用户", "status": "PASS" if code == 200 and data.get("code") == 200 else "FAIL", "message": data.get("msg"), "detail": {"http": code, "body": data}})
+
+
+async def test_roles_menus_apis(client: httpx.AsyncClient, base: str, token: str, results: List[Dict[str, Any]]):
+    rname = "role_" + uuid.uuid4().hex[:6]
+    code, data = await api_post_json(client, make_url(base, "/role/create"), {"name": rname, "desc": "测试角色"}, headers={"token": token})
+    results.append({"name": "创建角色", "status": "PASS" if code == 200 and data.get("code") == 200 else "FAIL", "message": data.get("msg"), "detail": {"http": code, "body": data}})
+    code, data = await api_get(client, make_url(base, "/role/list"), headers={"token": token}, params={"page": 1, "page_size": 10, "role_name": rname})
+    ok = (code == 200 and isinstance(data.get("data"), list))
+    rid = None
+    if ok and data["data"]:
+        rid = data["data"][0].get("id")
+    results.append({"name": "查询角色", "status": "PASS" if ok else "FAIL", "message": "获取成功" if ok else "获取失败", "detail": {"http": code, "body": data}})
+    code, data = await api_post_json(client, make_url(base, "/api/refresh"), {}, headers={"token": token})
+    results.append({"name": "刷新API权限表", "status": "PASS" if code == 200 and data.get("code") == 200 else "FAIL", "message": data.get("msg"), "detail": {"http": code, "body": data}})
+    code, data = await api_get(client, make_url(base, "/api/list"), headers={"token": token}, params={"page": 1, "page_size": 10})
+    ok_apis = (code == 200 and isinstance(data.get("data"), list))
+    results.append({"name": "API列表", "status": "PASS" if ok_apis else "FAIL", "message": "获取成功" if ok_apis else "获取失败", "detail": {"http": code, "body": data}})
+    if rid and ok_apis:
+        api_infos = []
+        if data["data"]:
+            first = data["data"][0]
+            api_infos = [{"path": first.get("path"), "method": first.get("method")}] if first.get("path") and first.get("method") else []
+        code, data = await api_post_json(client, make_url(base, "/role/authorized"), {"id": rid, "menu_ids": [], "api_infos": api_infos}, headers={"token": token})
+        results.append({"name": "角色授权", "status": "PASS" if code == 200 and data.get("code") == 200 else "FAIL", "message": data.get("msg"), "detail": {"http": code, "body": data}})
+        code, data = await api_delete(client, make_url(base, "/role/delete"), headers={"token": token}, params={"role_id": rid})
+        results.append({"name": "删除角色", "status": "PASS" if code == 200 and data.get("code") == 200 else "FAIL", "message": data.get("msg"), "detail": {"http": code, "body": data}})
+
+
+async def test_dept_crud(client: httpx.AsyncClient, base: str, token: str, results: List[Dict[str, Any]]):
+    dname = "dept_" + uuid.uuid4().hex[:6]
+    code, data = await api_post_json(client, make_url(base, "/dept/create"), {"name": dname, "desc": "测试部门"}, headers={"token": token})
+    results.append({"name": "创建部门", "status": "PASS" if code == 200 and data.get("code") == 200 else "FAIL", "message": data.get("msg"), "detail": {"http": code, "body": data}})
+    code, data = await api_get(client, make_url(base, "/dept/list"), headers={"token": token}, params={"page": 1, "page_size": 10})
+    ok = (code == 200 and isinstance(data.get("data"), list))
+    results.append({"name": "查询部门", "status": "PASS" if ok else "FAIL", "message": "获取成功" if ok else "获取失败", "detail": {"http": code, "body": data}})
+
+
+async def test_valuations_admin(client: httpx.AsyncClient, base: str, token: str, results: List[Dict[str, Any]]):
+    payload = {"asset_name": "Admin资产", "institution": "Admin机构", "industry": "行业", "three_year_income": [10, 20, 30]}
+    code, data = await api_post_json(client, make_url(base, "/valuations/"), payload, headers={"token": token})
+    results.append({"name": "创建估值(管理员)", "status": "PASS" if code == 200 and data.get("code") == 200 else "FAIL", "message": data.get("msg"), "detail": {"http": code, "body": data}})
+    code, data = await api_get(client, make_url(base, "/valuations/"), headers={"token": token}, params={"page": 1, "size": 5})
+    ok = (code == 200 and isinstance(data.get("data"), list))
+    results.append({"name": "估值列表(管理员)", "status": "PASS" if ok else "FAIL", "message": "获取成功" if ok else "获取失败", "detail": {"http": code, "body": data}})
+
+
+async def test_invoice_transactions(client: httpx.AsyncClient, base: str, token: str, results: List[Dict[str, Any]]):
+    code, data = await api_get(client, make_url(base, "/invoice/list"), headers={"token": token}, params={"page": 1, "page_size": 10})
+    ok = (code == 200 and isinstance(data.get("data"), list))
+    results.append({"name": "发票列表", "status": "PASS" if ok else "FAIL", "message": "获取成功" if ok else "获取失败", "detail": {"http": code, "body": data}})
+    code, data = await api_get(client, make_url(base, "/transactions/receipts"), headers={"token": token}, params={"page": 1, "page_size": 10})
+    ok = (code == 200 and isinstance(data.get("data"), list))
+    results.append({"name": "对公转账列表", "status": "PASS" if ok else "FAIL", "message": "获取成功" if ok else "获取失败", "detail": {"http": code, "body": data}})
+
+
+async def perf_benchmark(client: httpx.AsyncClient, base: str, token: str, results: List[Dict[str, Any]]):
+    endpoints = ["/user/list", "/valuations/", "/invoice/list"]
+    conc = 20
+    metrics = []
+    for ep in endpoints:
+        start = now_ms()
+        tasks = [api_get(client, make_url(base, ep), headers={"token": token}, params={"page": 1, "page_size": 10}) for _ in range(conc)]
+        rets = await httpx.AsyncClient.gather(*tasks) if hasattr(httpx.AsyncClient, "gather") else None
+        # 兼容：无 gather 则顺序执行
+        if rets is None:
+            rets = []
+            for _ in range(conc):
+                rets.append(await api_get(client, make_url(base, ep), headers={"token": token}, params={"page": 1, "page_size": 10}))
+        dur = now_ms() - start
+        ok = sum(1 for (code, _) in rets if code == 200)
+        metrics.append({"endpoint": ep, "concurrency": conc, "duration_ms": dur, "success": ok, "total": conc})
+    results.append({"name": "性能基准", "status": "PASS", "message": "并发测试完成", "detail": {"metrics": metrics}})
+
+
+async def main() -> None:
+    base = os.getenv("ADMIN_BASE_URL", "http://localhost:9999/api/v1")
+    token = os.getenv("ADMIN_TOKEN", "dev")
+    results: List[Dict[str, Any]] = []
+    endpoint_list = [
+        {"path": "/base/userinfo", "desc": "管理员信息"},
+        {"path": "/user/*", "desc": "用户管理"},
+        {"path": "/role/*", "desc": "角色管理与授权"},
+        {"path": "/api/*", "desc": "API权限管理与刷新"},
+        {"path": "/dept/*", "desc": "部门管理"},
+        {"path": "/valuations/*", "desc": "估值评估管理"},
+        {"path": "/invoice/*", "desc": "发票与抬头"},
+        {"path": "/transactions/*", "desc": "对公转账记录"},
+    ]
+    async with httpx.AsyncClient(timeout=10) as client:
+        await test_base(client, base, token, results)
+        await test_users_crud(client, base, token, results)
+        await test_roles_menus_apis(client, base, token, results)
+        await test_dept_crud(client, base, token, results)
+        await test_valuations_admin(client, base, token, results)
+        await test_invoice_transactions(client, base, token, results)
+        await perf_benchmark(client, base, token, results)
+    passes = sum(1 for r in results if r.get("status") == "PASS")
+    print(json.dumps({"total": len(results), "passes": passes, "results": results, "endpoints": endpoint_list}, ensure_ascii=False, indent=2))
+    write_html_report("reports/admin_flow_script_report.html", "后台管理员维度接口全流程测试报告", results)
+
+
+if __name__ == "__main__":
+    import asyncio
+    asyncio.run(main())
--- a/scripts/api_smoke_test.py
+++ b/scripts/api_smoke_test.py
@ -0,0 +1,270 @@
+import argparse
+import json
+import time
+from typing import Dict, Any, Optional
+
+import requests
+
+
+def _print(title: str, payload: Any) -> None:
+    print(f"\n[{title}]\n{json.dumps(payload, ensure_ascii=False, indent=2)}")
+
+
+def _url(base: str, path: str) -> str:
+    return f"{base}{path}"
+
+
+class AppClient:
+    """
+    用户端客户端，会话维持与常用接口封装
+
+    参数:
+      base: API 基础地址，如 http://127.0.0.1:9991/api/v1
+
+    属性:
+      session: requests.Session 会话对象，携带 token
+    """
+
+    def __init__(self, base: str) -> None:
+        self.base = base.rstrip("/")
+        self.session = requests.Session()
+
+    def set_token(self, token: str) -> None:
+        """
+        设置用户端 token 到请求头
+
+        参数:
+          token: 登录接口返回的 access_token
+        返回:
+          None
+        """
+        self.session.headers.update({"token": token})
+
+    def register(self, phone: str) -> Dict[str, Any]:
+        """
+        用户注册
+
+        参数:
+          phone: 手机号
+        返回:
+          注册响应 dict
+        """
+        resp = self.session.post(_url(self.base, "/app-user/register"), json={"phone": phone})
+        return _safe_json(resp)
+
+    def login(self, phone: str, password: str) -> Optional[str]:
+        """
+        用户登录
+
+        参数:
+          phone: 手机号
+          password: 密码
+        返回:
+          access_token 或 None
+        """
+        resp = self.session.post(_url(self.base, "/app-user/login"), json={"phone": phone, "password": password})
+        data = _safe_json(resp)
+        token = data.get("access_token") if isinstance(data, dict) else None
+        if token:
+            self.set_token(token)
+        return token
+
+    def profile(self) -> Dict[str, Any]:
+        resp = self.session.get(_url(self.base, "/app-user/profile"))
+        return _safe_json(resp)
+
+    def dashboard(self) -> Dict[str, Any]:
+        resp = self.session.get(_url(self.base, "/app-user/dashboard"))
+        return _safe_json(resp)
+
+    def quota(self) -> Dict[str, Any]:
+        resp = self.session.get(_url(self.base, "/app-user/quota"))
+        return _safe_json(resp)
+
+    def submit_valuation(self, payload: Dict[str, Any]) -> Dict[str, Any]:
+        """
+        提交估值评估
+
+        参数:
+          payload: 估值评估输入数据
+        返回:
+          提交响应 dict
+        """
+        resp = self.session.post(_url(self.base, "/app-valuations/"), json=payload)
+        return _safe_json(resp)
+
+    def list_valuations(self) -> Dict[str, Any]:
+        resp = self.session.get(_url(self.base, "/app-valuations/"))
+        return _safe_json(resp)
+
+    def valuation_detail(self, valuation_id: int) -> Dict[str, Any]:
+        resp = self.session.get(_url(self.base, f"/app-valuations/{valuation_id}"))
+        return _safe_json(resp)
+
+
+class AdminClient:
+    """
+    后台客户端，会话维持与接口封装
+
+    参数:
+      base: API 基础地址
+    """
+
+    def __init__(self, base: str) -> None:
+        self.base = base.rstrip("/")
+        self.session = requests.Session()
+
+    def set_token(self, token: str) -> None:
+        self.session.headers.update({"token": token})
+
+    def login(self, username: str, password: str) -> Optional[str]:
+        resp = self.session.post(_url(self.base, "/base/access_token"), json={"username": username, "password": password})
+        data = _safe_json(resp)
+        token = data.get("data", {}).get("access_token") if isinstance(data, dict) else None
+        if token:
+            self.set_token(token)
+        return token
+
+    def list_valuations(self) -> Dict[str, Any]:
+        resp = self.session.get(_url(self.base, "/valuations/"))
+        return _safe_json(resp)
+
+    def valuation_detail(self, valuation_id: int) -> Dict[str, Any]:
+        resp = self.session.get(_url(self.base, f"/valuations/{valuation_id}"))
+        return _safe_json(resp)
+
+    def valuation_steps(self, valuation_id: int) -> Dict[str, Any]:
+        resp = self.session.get(_url(self.base, f"/valuations/{valuation_id}/steps"))
+        return _safe_json(resp)
+
+
+def _safe_json(resp: requests.Response) -> Dict[str, Any]:
+    try:
+        return resp.json()
+    except Exception:
+        return {"status_code": resp.status_code, "text": resp.text}
+
+
+def build_sample_payload() -> Dict[str, Any]:
+    """
+    构建估值评估示例输入（精简版）
+
+    返回:
+      dict: 估值评估输入
+    """
+    # 使用你提供的参数，保持后端计算逻辑不变
+    payload = {
+        "asset_name": "马王堆",
+        "institution": "成都文化产权交易所",
+        "industry": "文化艺术业",
+        "annual_revenue": "10000",
+        "rd_investment": "6000",
+        "three_year_income": ["8000", "9000", "9500"],
+        "funding_status": "省级资助",
+        "sales_volume": "60000",
+        "link_views": "350000",
+        "circulation": "3",
+        "last_market_activity": "0",
+        "monthly_transaction": "1",
+        "price_fluctuation": [402, 445],
+        "application_maturity": "0",
+        "application_coverage": "0",
+        "cooperation_depth": "0",
+        "offline_activities": "20",
+        "online_accounts": ["1", "成都文交所", "500000", "89222", "97412"],
+        "inheritor_level": "省级传承人",
+        "inheritor_age_count": [200, 68, 20],
+        "inheritor_certificates": [],
+        "heritage_level": "2",
+        "historical_evidence": {"artifacts": "58", "ancient_literature": "789", "inheritor_testimony": "100"},
+        "patent_certificates": [],
+        "pattern_images": [],
+        "patent_application_no": "",
+        "heritage_asset_level": "纳入《国家文化数字化战略清单》",
+        "inheritor_ages": [200, 68, 20],
+        "implementation_stage": "成熟应用",
+        "coverage_area": "全球覆盖",
+        "collaboration_type": "无",
+        "scarcity_level": "流通：总发行份数 >1000份，或二级市场流通率 ≥ 5%",
+        "market_activity_time": "近一周",
+        "monthly_transaction_amount": "月交易额＞100万＜500万",
+        "platform_accounts": {
+            "douyin": {"account": "成都文交所", "likes": "500000", "comments": "89222", "shares": "97412", "views": "100000"}
+        }
+    }
+    # 若 application_coverage 为占位，则用 coverage_area 回填
+    if payload.get("application_coverage") in (None, "0", "") and payload.get("coverage_area"):
+        payload["application_coverage"] = payload["coverage_area"]
+    return payload
+
+
+def main() -> None:
+    parser = argparse.ArgumentParser(description="估值二期 API 冒烟测试")
+    parser.add_argument("--base", default="http://127.0.0.1:9991/api/v1", help="API基础地址")
+    parser.add_argument("--phone", default="13800138001", help="测试手机号")
+    args = parser.parse_args()
+
+    base = args.base.rstrip("/")
+    phone = args.phone
+    default_pwd = phone[-6:]
+
+    app = AppClient(base)
+    admin = AdminClient(base)
+
+    # 用户注册
+    reg = app.register(phone)
+    _print("用户注册", reg)
+
+    # 用户登录
+    token = app.login(phone, default_pwd)
+    _print("用户登录token", {"access_token": token})
+    if not token:
+        print("登录失败，终止测试")
+        return
+
+    # 用户相关接口
+    _print("用户信息", app.profile())
+    _print("首页摘要", app.dashboard())
+    _print("剩余估值次数", app.quota())
+
+    # 提交估值
+    payload = build_sample_payload()
+    submit = app.submit_valuation(payload)
+    _print("提交估值", submit)
+
+    # 轮询估值列表抓取最新记录
+    valuation_id = None
+    for _ in range(10):
+        lst = app.list_valuations()
+        _print("我的估值列表", lst)
+        try:
+            items = lst.get("data", []) if isinstance(lst, dict) else []
+            if items:
+                valuation_id = items[0].get("id") or items[-1].get("id")
+                if valuation_id:
+                    break
+        except Exception:
+            pass
+        time.sleep(0.8)
+
+    if valuation_id:
+        detail = app.valuation_detail(valuation_id)
+        _print("估值详情", detail)
+    else:
+        print("未获得估值ID，跳过详情")
+
+    # 后台登录
+    admin_token = admin.login("admin", "123456")
+    _print("后台登录token", {"access_token": admin_token})
+    if admin_token:
+        vlist = admin.list_valuations()
+        _print("后台估值列表", vlist)
+        if valuation_id:
+            vdetail = admin.valuation_detail(valuation_id)
+            _print("后台估值详情", vdetail)
+            vsteps = admin.valuation_steps(valuation_id)
+            _print("后台估值计算步骤", vsteps)
+
+
+if __name__ == "__main__":
+    main()
--- a/scripts/response_format_check.py
+++ b/scripts/response_format_check.py
@ -0,0 +1,104 @@
+import json
+from typing import Dict, Any, List, Tuple
+
+from fastapi import FastAPI
+
+from app import create_app
+
+
+def load_openapi(app: FastAPI) -> Dict[str, Any]:
+    return app.openapi()
+
+
+def is_object_schema(schema: Dict[str, Any]) -> bool:
+    return schema.get("type") == "object"
+
+
+def get_schema_props(schema: Dict[str, Any]) -> Dict[str, Any]:
+    return schema.get("properties", {}) if schema else {}
+
+
+def check_success_schema(props: Dict[str, Any]) -> Tuple[bool, List[str]]:
+    issues: List[str] = []
+    code_prop = props.get("code")
+    msg_prop = props.get("msg")
+    data_prop = props.get("data")
+    if code_prop is None:
+        issues.append("缺少字段: code")
+    elif code_prop.get("type") != "integer":
+        issues.append(f"code类型错误: {code_prop.get('type')}")
+    if msg_prop is None:
+        issues.append("缺少字段: msg")
+    elif msg_prop.get("type") != "string":
+        issues.append(f"msg类型错误: {msg_prop.get('type')}")
+    if data_prop is None:
+        issues.append("缺少字段: data")
+    else:
+        tp = data_prop.get("type")
+        if tp != "object":
+            issues.append(f"data类型错误: {tp}")
+    return (len(issues) == 0, issues)
+
+
+def check_paths(openapi: Dict[str, Any]) -> Dict[str, Any]:
+    paths = openapi.get("paths", {})
+    compliant: List[Dict[str, Any]] = []
+    non_compliant: List[Dict[str, Any]] = []
+    for path, ops in paths.items():
+        for method, meta in ops.items():
+            op_id = meta.get("operationId")
+            tags = meta.get("tags", [])
+            responses = meta.get("responses", {})
+            success = responses.get("200") or responses.get("201")
+            if not success:
+                non_compliant.append({
+                    "path": path,
+                    "method": method.upper(),
+                    "operationId": op_id,
+                    "tags": tags,
+                    "issues": ["无成功响应模型(200/201)"],
+                })
+                continue
+            content = success.get("content", {}).get("application/json", {})
+            schema = content.get("schema")
+            if not schema:
+                non_compliant.append({
+                    "path": path,
+                    "method": method.upper(),
+                    "operationId": op_id,
+                    "tags": tags,
+                    "issues": ["成功响应未声明JSON Schema"],
+                })
+                continue
+            props = get_schema_props(schema)
+            ok, issues = check_success_schema(props)
+            rec = {
+                "path": path,
+                "method": method.upper(),
+                "operationId": op_id,
+                "tags": tags,
+            }
+            if ok:
+                compliant.append(rec)
+            else:
+                non_compliant.append({**rec, "issues": issues})
+    total = len(compliant) + len(non_compliant)
+    rate = 0 if total == 0 else round(len(compliant) / total * 100, 2)
+    return {
+        "compliant": compliant,
+        "non_compliant": non_compliant,
+        "stats": {"total": total, "compliant": len(compliant), "non_compliant": len(non_compliant), "rate": rate},
+    }
+
+
+def main() -> None:
+    app = create_app()
+    openapi = load_openapi(app)
+    result = check_paths(openapi)
+    print(json.dumps(result, ensure_ascii=False, indent=2))
+    with open("scripts/response_format_report.json", "w", encoding="utf-8") as f:
+        json.dump(result, f, ensure_ascii=False, indent=2)
+
+
+if __name__ == "__main__":
+    main()
--- a/scripts/send_email_test.py
+++ b/scripts/send_email_test.py
@ -0,0 +1,103 @@
+import os
+import smtplib
+from email.mime.multipart import MIMEMultipart
+from email.mime.text import MIMEText
+from typing import Dict, Optional
+
+
+def _parse_bool(value: Optional[str]) -> bool:
+    """
+    功能: 将环境变量中的布尔字符串解析为布尔值
+    参数: value (Optional[str]) - 环境变量字符串值, 如 "true", "1", "yes"
+    返回: bool - 解析后的布尔值
+    """
+    if value is None:
+        return False
+    return str(value).strip().lower() in {"1", "true", "yes", "y"}
+
+
+def get_smtp_config() -> Dict[str, Optional[str]]:
+    """
+    功能: 从环境变量读取SMTP配置并返回配置字典
+    参数: 无
+    返回: Dict[str, Optional[str]] - 包含host、port、from、username、password、tls等键的配置
+    """
+    host = os.environ.get("SMTP_HOST", "smtp.qiye.aliyun.com")
+    port_str = os.environ.get("SMTP_PORT", "465")
+    from_addr = os.environ.get("SMTP_FROM","value@cdcee.net")
+    username = os.environ.get("SMTP_USERNAME","value@cdcee.net")
+    password = os.environ.get("SMTP_PASSWORD","PPXbILdGlRCn2VOx")
+    tls = _parse_bool(os.environ.get("SMTP_TLS"))
+
+    port = None
+    if port_str:
+        try:
+            port = int(port_str)
+        except Exception:
+            port = None
+
+    return {
+        "host": host,
+        "port": port,
+        "from": from_addr,
+        "username": username,
+        "password": password,
+        "tls": tls,
+    }
+
+
+def send_test_email(to_email: str, subject: Optional[str], body: str) -> Dict[str, str]:
+    """
+    功能: 使用SMTP配置发送测试邮件到指定邮箱
+    参数: to_email (str) - 收件人邮箱; subject (Optional[str]) - 邮件主题; body (str) - 邮件正文内容
+    返回: Dict[str, str] - 发送结果字典, 包含status("OK"/"FAIL")与error(失败信息)
+    """
+    cfg = get_smtp_config()
+    if not cfg["host"] or not cfg["port"] or not cfg["from"]:
+        return {"status": "FAIL", "error": "SMTP 未配置: 需设置 SMTP_HOST/SMTP_PORT/SMTP_FROM"}
+
+    msg = MIMEMultipart()
+    msg["From"] = cfg["from"]
+    msg["To"] = to_email
+    msg["Subject"] = subject or "估值服务通知"
+    msg.attach(MIMEText(body, "plain", "utf-8"))
+
+    server = None
+    try:
+        if cfg["tls"]:
+            server = smtplib.SMTP(cfg["host"], cfg["port"], timeout=30)
+            server.starttls()
+        else:
+            server = smtplib.SMTP_SSL(cfg["host"], cfg["port"], timeout=30)
+
+        if cfg["username"] and cfg["password"]:
+            server.login(cfg["username"], cfg["password"])
+
+        server.sendmail(cfg["from"], [to_email], msg.as_string())
+        server.quit()
+        return {"status": "OK"}
+    except Exception as e:
+        try:
+            if server:
+                server.quit()
+        except Exception:
+            pass
+        return {"status": "FAIL", "error": str(e)}
+
+
+if __name__ == "__main__":
+    to = "zfc9393@163.com"
+    subject = "测试邮件"
+    body = "这是一封测试邮件，用于验证SMTP配置。"
+
+    cfg = get_smtp_config()
+    print({
+        "host": cfg["host"],
+        "port": cfg["port"],
+        "from": cfg["from"],
+        "username_set": bool(cfg["username"]),
+        "password_set": bool(cfg["password"]),
+        "tls": cfg["tls"],
+    })
+    result = send_test_email(to, subject, body)
+    print(result)
--- a/scripts/send_email_test.sh
+++ b/scripts/send_email_test.sh
@ -0,0 +1,54 @@
+#!/usr/bin/env bash
+set -euo pipefail
+
+TOKEN=""
+EMAIL=""
+SUBJECT=""
+BODY=""
+FILE_PATH=""
+FILE_URL=""
+BASE_API="http://127.0.0.1:9999/api/v1"
+
+while getopts ":t:e:s:b:f:u:a:" opt; do
+  case "$opt" in
+    t) TOKEN="$OPTARG" ;;
+    e) EMAIL="$OPTARG" ;;
+    s) SUBJECT="$OPTARG" ;;
+    b) BODY="$OPTARG" ;;
+    f) FILE_PATH="$OPTARG" ;;
+    u) FILE_URL="$OPTARG" ;;
+    a) BASE_API="$OPTARG" ;;
+    *) echo "Invalid option: -$OPTARG"; exit 1 ;;
+  esac
+done
+
+if [[ -z "$TOKEN" || -z "$EMAIL" || -z "$BODY" ]]; then
+  echo "Usage: $0 -t <token> -e <email> -b <body> [-s <subject>] [-f <file_path> | -u <file_url>] [-a <base_api>]"
+  exit 1
+fi
+
+URL="$BASE_API/transactions/send-email"
+
+if [[ -n "$FILE_PATH" ]]; then
+  if [[ ! -f "$FILE_PATH" ]]; then
+    echo "File not found: $FILE_PATH"
+    exit 1
+  fi
+  curl -s -X POST "$URL" \
+    -H "accept: application/json" \
+    -H "token: $TOKEN" \
+    -F "email=$EMAIL" \
+    -F "subject=$SUBJECT" \
+    -F "body=$BODY" \
+    -F "file=@$FILE_PATH" | jq -r '.' 2>/dev/null || true
+else
+  PAYLOAD="{\"email\":\"$EMAIL\",\"subject\":\"$SUBJECT\",\"body\":\"$BODY\"}"
+  if [[ -n "$FILE_URL" ]]; then
+    PAYLOAD="{\"email\":\"$EMAIL\",\"subject\":\"$SUBJECT\",\"body\":\"$BODY\",\"file_url\":\"$FILE_URL\"}"
+  fi
+  curl -s -X POST "$URL" \
+    -H "accept: application/json" \
+    -H "token: $TOKEN" \
+    -H "Content-Type: application/json" \
+    -d "$PAYLOAD" | jq -r '.' 2>/dev/null || true
+fi
--- a/scripts/user_flow_test.py
+++ b/scripts/user_flow_test.py
@ -0,0 +1,393 @@
+import os
+import sys
+import json
+import time
+import uuid
+import random
+from typing import Dict, Any, List, Tuple, Optional
+
+import httpx
+
+
+def now_ms() -> int:
+    return int(time.time() * 1000)
+
+
+def make_url(base_url: str, path: str) -> str:
+    if base_url.endswith("/"):
+        base_url = base_url[:-1]
+    return f"{base_url}{path}"
+
+
+def write_html_report(filepath: str, title: str, results: List[Dict[str, Any]]) -> None:
+    """
+    生成HTML测试报告
+    参数:
+        filepath: 报告输出文件路径
+        title: 报告标题
+        results: 测试结果列表，包含 name/status/message/detail
+    返回:
+        None
+    """
+    rows = []
+    for r in results:
+        color = {"PASS": "#4caf50", "FAIL": "#f44336"}.get(r.get("status"), "#9e9e9e")
+        rows.append(
+            f"<tr><td>{r.get('name')}</td><td style='color:{color};font-weight:600'>{r.get('status')}</td><td>{r.get('message','')}</td><td><pre>{json.dumps(r.get('detail', {}), ensure_ascii=False, indent=2)}</pre></td></tr>"
+        )
+    html = f"""
+<!doctype html>
+<html><head><meta charset='utf-8'><title>{title}</title>
+<style>body{{font-family:Arial;padding:12px}} table{{border-collapse:collapse;width:100%}} td,th{{border:1px solid #ddd;padding:8px}}</style>
+</head><body>
+<h2>{title}</h2>
+<p>生成时间: {time.strftime('%Y-%m-%d %H:%M:%S')}</p>
+<table><thead><tr><th>用例</th><th>结果</th><th>说明</th><th>详情</th></tr></thead><tbody>
+{''.join(rows)}
+</tbody></table>
+</body></html>
+"""
+    os.makedirs(os.path.dirname(filepath), exist_ok=True)
+    with open(filepath, "w", encoding="utf-8") as f:
+        f.write(html)
+
+
+def _ensure_dict(obj: Any) -> Dict[str, Any]:
+    if isinstance(obj, dict):
+        return obj
+    return {"raw": str(obj)}
+
+
+async def api_post_json(client: httpx.AsyncClient, url: str, payload: Dict[str, Any], headers: Optional[Dict[str, str]] = None) -> Tuple[int, Dict[str, Any]]:
+    """
+    发送POST JSON请求
+    参数:
+        client: httpx异步客户端
+        url: 完整URL
+        payload: 请求体JSON
+        headers: 请求头
+    返回:
+        (状态码, 响应JSON)
+    """
+    r = await client.post(url, json=payload, headers=headers or {})
+    try:
+        parsed = r.json()
+    except Exception:
+        parsed = {"raw": r.text}
+    if parsed is None:
+        parsed = {"raw": r.text}
+    return r.status_code, _ensure_dict(parsed)
+
+
+async def api_get(client: httpx.AsyncClient, url: str, headers: Optional[Dict[str, str]] = None, params: Optional[Dict[str, Any]] = None) -> Tuple[int, Dict[str, Any]]:
+    """
+    发送GET请求
+    参数:
+        client: httpx异步客户端
+        url: 完整URL
+        headers: 请求头
+        params: 查询参数
+    返回:
+        (状态码, 响应JSON)
+    """
+    r = await client.get(url, headers=headers or {}, params=params or {})
+    try:
+        parsed = r.json()
+    except Exception:
+        parsed = {"raw": r.text}
+    if parsed is None:
+        parsed = {"raw": r.text}
+    return r.status_code, _ensure_dict(parsed)
+
+
+async def api_put_json(client: httpx.AsyncClient, url: str, payload: Dict[str, Any], headers: Optional[Dict[str, str]] = None) -> Tuple[int, Dict[str, Any]]:
+    """
+    发送PUT JSON请求
+    参数:
+        client: httpx异步客户端
+        url: 完整URL
+        payload: 请求体JSON
+        headers: 请求头
+    返回:
+        (状态码, 响应JSON)
+    """
+    r = await client.put(url, json=payload, headers=headers or {})
+    try:
+        parsed = r.json()
+    except Exception:
+        parsed = {"raw": r.text}
+    if parsed is None:
+        parsed = {"raw": r.text}
+    return r.status_code, _ensure_dict(parsed)
+
+
+async def user_register_flow(base_url: str, client: httpx.AsyncClient, phone: str, expect_success: bool = True) -> Dict[str, Any]:
+    """
+    用户注册流程
+    参数:
+        base_url: 基础URL(含 /api/v1)
+        client: httpx客户端
+        phone: 手机号
+    返回:
+        测试结果字典
+    """
+    url = make_url(base_url, "/app-user/register")
+    code, data = await api_post_json(client, url, {"phone": phone})
+    rs = {"name": f"注册-{phone}", "status": "FAIL", "message": "", "detail": {"http": code, "body": _ensure_dict(data)}}
+    body = _ensure_dict(data)
+    payload = _ensure_dict(body.get("data"))
+    ok = (body.get("code") == 200 and payload.get("phone") == phone)
+    # 期望失败场景：重复注册或无效格式
+    if not expect_success:
+        ok = (body.get("code") in (400, 422) or (isinstance(body.get("msg"), str) and "已存在" in body.get("msg")))
+        rs["message"] = "注册失败(符合预期)" if ok else "注册失败(不符合预期)"
+    else:
+        rs["message"] = "注册成功" if ok else "注册失败"
+    rs["status"] = "PASS" if ok else "FAIL"
+    return rs
+
+
+async def user_login_flow(base_url: str, client: httpx.AsyncClient, phone: str, password: str, expect_success: bool = True) -> Tuple[Dict[str, Any], str]:
+    """
+    用户登录流程
+    参数:
+        base_url: 基础URL(含 /api/v1)
+        client: httpx客户端
+        phone: 手机号
+        password: 密码
+    返回:
+        (测试结果字典, access_token字符串或空)
+    """
+    url = make_url(base_url, "/app-user/login")
+    code, data = await api_post_json(client, url, {"phone": phone, "password": password})
+    token = ""
+    is_ok = (code == 200 and isinstance(data, dict) and data.get("access_token"))
+    if is_ok:
+        token = data.get("access_token", "")
+    if not expect_success:
+        ok = (code in (401, 403))
+        rs = {"name": f"登录-{phone}", "status": "PASS" if ok else "FAIL", "message": "登录失败(符合预期)" if ok else "登录失败(不符合预期)", "detail": {"http": code, "body": data}}
+    else:
+        rs = {"name": f"登录-{phone}", "status": "PASS" if is_ok else "FAIL", "message": "登录成功" if is_ok else "登录失败", "detail": {"http": code, "body": data}}
+    return rs, token
+
+
+async def user_profile_flow(base_url: str, client: httpx.AsyncClient, token: str) -> Dict[str, Any]:
+    """
+    用户资料查看与编辑
+    参数:
+        base_url: 基础URL(含 /api/v1)
+        client: httpx客户端
+        token: 用户JWT
+    返回:
+        测试结果字典
+    """
+    headers = {"token": token}
+    view_url = make_url(base_url, "/app-user/profile")
+    v_code, v_data = await api_get(client, view_url, headers=headers)
+    ok_view = (v_code == 200 and isinstance(v_data, dict) and v_data.get("id"))
+    upd_url = make_url(base_url, "/app-user/profile")
+    nickname = "tester-" + uuid.uuid4().hex[:6]
+    u_code, u_data = await api_put_json(client, upd_url, {"nickname": nickname}, headers=headers)
+    ok_upd = (u_code == 200 and isinstance(u_data, dict) and u_data.get("nickname") == nickname)
+    is_ok = ok_view and ok_upd
+    return {"name": "资料查看与编辑", "status": "PASS" if is_ok else "FAIL", "message": "个人资料操作成功" if is_ok else "个人资料操作失败", "detail": {"view": {"http": v_code, "body": v_data}, "update": {"http": u_code, "body": u_data}}}
+
+
+async def permission_flow(base_url: str, client: httpx.AsyncClient, admin_token: str) -> Dict[str, Any]:
+    """
+    权限控制验证
+    参数:
+        base_url: 基础URL(含 /api/v1)
+        client: httpx客户端
+        admin_token: 管理端token头值
+    返回:
+        测试结果字典
+    """
+    protected_url = make_url(base_url, "/user/list")
+    c1, d1 = await api_get(client, protected_url)
+    c2, d2 = await api_get(client, protected_url, headers={"token": admin_token})
+    ok1 = (c1 in (401, 403, 422))
+    ok2 = (c2 in (200, 403))
+    is_ok = ok1 and ok2
+    return {"name": "权限控制", "status": "PASS" if is_ok else "FAIL", "message": "权限校验完成", "detail": {"no_token": {"http": c1, "body": d1}, "with_token": {"http": c2, "body": d2}}}
+
+
+async def main() -> None:
+    """
+    主流程
+    参数:
+        无
+    返回:
+        None
+    """
+    base = os.getenv("TEST_BASE_URL", "http://localhost:9991/api/v1")
+    admin_token = os.getenv("ADMIN_TOKEN", "dev")
+    results: List[Dict[str, Any]] = []
+    endpoint_list = [
+        {"path": "/app-user/register", "desc": "用户注册"},
+        {"path": "/app-user/login", "desc": "用户登录"},
+        {"path": "/app-user/profile", "desc": "获取用户信息(需token)"},
+        {"path": "/app-user/profile", "desc": "更新用户信息(需token) PUT"},
+        {"path": "/app-user/dashboard", "desc": "用户首页摘要(需token)"},
+        {"path": "/app-user/quota", "desc": "剩余估值次数(需token)"},
+        {"path": "/app-user/change-password", "desc": "修改密码(需token)"},
+        {"path": "/app-user/validate-token", "desc": "验证token(需token)"},
+        {"path": "/app-user/logout", "desc": "登出(需token)"},
+        {"path": "/upload/file", "desc": "上传文件"},
+        {"path": "/app-valuations/", "desc": "创建估值评估(需token)"},
+        {"path": "/app-valuations/", "desc": "获取我的估值评估列表(需token)"},
+        {"path": "/app-valuations/{id}", "desc": "获取估值评估详情(需token)"},
+        {"path": "/app-valuations/statistics/overview", "desc": "获取我的估值统计(需token)"},
+        {"path": "/app-valuations/{id}", "desc": "删除估值评估(需token) DELETE"},
+    ]
+    async with httpx.AsyncClient(timeout=10) as client:
+        def gen_cn_phone() -> str:
+            second = str(random.choice([3,4,5,6,7,8,9]))
+            rest = "".join(random.choice("0123456789") for _ in range(9))
+            return "1" + second + rest
+        phone_ok = gen_cn_phone()
+        r1 = await user_register_flow(base, client, phone_ok, expect_success=True)
+        results.append(r1)
+        r2 = await user_register_flow(base, client, phone_ok, expect_success=False)
+        results.append(r2)
+        r3 = await user_register_flow(base, client, "abc", expect_success=False)
+        results.append(r3)
+        lr_ok, token = await user_login_flow(base, client, phone_ok, phone_ok[-6:], expect_success=True)
+        results.append(lr_ok)
+        lr_bad, _ = await user_login_flow(base, client, phone_ok, "wrong", expect_success=False)
+        results.append(lr_bad)
+        # token 场景：验证、资料、首页、配额
+        if token:
+            # 验证token
+            vt_code, vt_data = await api_get(client, make_url(base, "/app-user/validate-token"), headers={"token": token})
+            vt_ok = (vt_code == 200 and isinstance(vt_data, dict) and vt_data.get("data", {}).get("user_id"))
+            results.append({"name": "验证token", "status": "PASS" if vt_ok else "FAIL", "message": "token有效" if vt_ok else "token无效", "detail": {"http": vt_code, "body": vt_data}})
+
+            # 资料查看与编辑
+            pr = await user_profile_flow(base, client, token)
+            results.append(pr)
+
+            # 首页摘要
+            db_code, db_data = await api_get(client, make_url(base, "/app-user/dashboard"), headers={"token": token})
+            db_ok = (db_code == 200 and isinstance(db_data, dict))
+            results.append({"name": "用户首页摘要", "status": "PASS" if db_ok else "FAIL", "message": "获取成功" if db_ok else "获取失败", "detail": {"http": db_code, "body": db_data}})
+
+            # 剩余估值次数
+            qt_code, qt_data = await api_get(client, make_url(base, "/app-user/quota"), headers={"token": token})
+            qt_ok = (qt_code == 200 and isinstance(qt_data, dict))
+            results.append({"name": "剩余估值次数", "status": "PASS" if qt_ok else "FAIL", "message": "获取成功" if qt_ok else "获取失败", "detail": {"http": qt_code, "body": qt_data}})
+
+            # 修改密码并验证新旧密码
+            cp_code, cp_data = await api_post_json(client, make_url(base, "/app-user/change-password"), {"old_password": phone_ok[-6:], "new_password": "Npw" + phone_ok[-6:]}, headers={"token": token})
+            cp_ok = (cp_code == 200 and isinstance(cp_data, dict) and cp_data.get("code") == 200)
+            results.append({"name": "修改密码", "status": "PASS" if cp_ok else "FAIL", "message": "修改成功" if cp_ok else "修改失败", "detail": {"http": cp_code, "body": cp_data}})
+
+            # 旧密码登录应失败
+            lr_old, _ = await user_login_flow(base, client, phone_ok, phone_ok[-6:], expect_success=False)
+            results.append(lr_old)
+            # 新密码登录成功
+            lr_new, token2 = await user_login_flow(base, client, phone_ok, "Npw" + phone_ok[-6:], expect_success=True)
+            results.append(lr_new)
+            use_token = token2 or token
+
+            # 上传文件（pdf）
+            file_url = ""
+            try:
+                up_resp = await client.post(make_url(base, "/upload/file"), files={"file": ("demo.pdf", b"%PDF-1.4\n%\xe2\xe3\xcf\xd3\n", "application/pdf")})
+                u_code = up_resp.status_code
+                u_data = _ensure_dict(up_resp.json() if up_resp.headers.get("content-type", "").startswith("application/json") else {"raw": up_resp.text})
+                file_url = u_data.get("url", "")
+                u_ok = (u_code == 200 and file_url)
+                results.append({"name": "上传文件", "status": "PASS" if u_ok else "FAIL", "message": "上传成功" if u_ok else "上传失败", "detail": {"http": u_code, "body": u_data}})
+            except Exception as e:
+                results.append({"name": "上传文件", "status": "FAIL", "message": "上传异常", "detail": {"error": repr(e)}})
+
+            # 创建估值评估
+            create_payload = {
+                "asset_name": "测试资产",
+                "institution": "测试机构",
+                "industry": "测试行业",
+                "three_year_income": [100, 120, 140],
+                "application_coverage": "全国覆盖",
+                "rd_investment": "10",
+                "annual_revenue": "100",
+                "price_fluctuation": [10, 20],
+                "platform_accounts": {"douyin": {"likes": 1, "comments": 1, "shares": 1}},
+                "pattern_images": [],
+                "report_url": file_url or None,
+                "certificate_url": file_url or None,
+            }
+            cv_code, cv_data = await api_post_json(client, make_url(base, "/app-valuations/"), create_payload, headers={"token": use_token})
+            cv_ok = (cv_code == 200 and isinstance(cv_data, dict) and cv_data.get("data", {}).get("task_status") == "queued")
+            results.append({"name": "创建估值评估", "status": "PASS" if cv_ok else "FAIL", "message": "任务已提交" if cv_ok else "提交失败", "detail": {"http": cv_code, "body": cv_data}})
+
+            # 等待片刻后获取列表与详情
+            import asyncio
+            await asyncio.sleep(0.3)
+            gl_code, gl_data = await api_get(client, make_url(base, "/app-valuations/"), headers={"token": use_token}, params={"page": 1, "size": 10})
+            gl_ok = (gl_code == 200 and isinstance(gl_data, dict) and isinstance(gl_data.get("data"), list))
+            results.append({"name": "估值列表", "status": "PASS" if gl_ok else "FAIL", "message": "获取成功" if gl_ok else "获取失败", "detail": {"http": gl_code, "body": gl_data}})
+            vid = None
+            if gl_ok and gl_data.get("data"):
+                vid = gl_data["data"][0].get("id")
+            if vid:
+                gd_code, gd_data = await api_get(client, make_url(base, f"/app-valuations/{vid}"), headers={"token": use_token})
+                gd_ok = (gd_code == 200 and isinstance(gd_data, dict) and gd_data.get("data", {}).get("id") == vid)
+                results.append({"name": "估值详情", "status": "PASS" if gd_ok else "FAIL", "message": "获取成功" if gd_ok else "获取失败", "detail": {"http": gd_code, "body": gd_data}})
+                # 统计
+                st_code, st_data = await api_get(client, make_url(base, "/app-valuations/statistics/overview"), headers={"token": use_token})
+                st_ok = (st_code == 200 and isinstance(st_data, dict))
+                results.append({"name": "估值统计", "status": "PASS" if st_ok else "FAIL", "message": "获取成功" if st_ok else "获取失败", "detail": {"http": st_code, "body": st_data}})
+                # 删除
+                del_resp = await client.delete(make_url(base, f"/app-valuations/{vid}"), headers={"token": use_token})
+                d_code = del_resp.status_code
+                d_data = _ensure_dict(del_resp.json() if del_resp.headers.get("content-type", "").startswith("application/json") else {"raw": del_resp.text})
+                d_ok = (d_code == 200 and isinstance(d_data, dict) and d_data.get("data", {}).get("deleted"))
+                results.append({"name": "删除估值", "status": "PASS" if d_ok else "FAIL", "message": "删除成功" if d_ok else "删除失败", "detail": {"http": d_code, "body": d_data}})
+
+            # 注销账号
+            da_resp = await client.delete(make_url(base, "/app-user/account"), headers={"token": use_token})
+            da_code = da_resp.status_code
+            da_data = _ensure_dict(da_resp.json() if da_resp.headers.get("content-type", "").startswith("application/json") else {"raw": da_resp.text})
+            da_ok = (da_code == 200 and isinstance(da_data, dict))
+            results.append({"name": "注销账号", "status": "PASS" if da_ok else "FAIL", "message": "注销成功" if da_ok else "注销失败", "detail": {"http": da_code, "body": da_data}})
+
+            # 注销后旧token访问应失败
+            vt2_code, vt2_data = await api_get(client, make_url(base, "/app-user/validate-token"), headers={"token": use_token})
+            vt2_ok = (vt2_code in (401, 403))
+            results.append({"name": "注销后token访问", "status": "PASS" if vt2_ok else "FAIL", "message": "拒绝访问" if vt2_ok else "未拒绝", "detail": {"http": vt2_code, "body": vt2_data}})
+
+            # 登出
+            lo_code, lo_data = await api_post_json(client, make_url(base, "/app-user/logout"), {}, headers={"token": use_token})
+            lo_ok = (lo_code == 200)
+            results.append({"name": "登出", "status": "PASS" if lo_ok else "FAIL", "message": "登出成功" if lo_ok else "登出失败", "detail": {"http": lo_code, "body": lo_data}})
+        perm = await permission_flow(base, client, admin_token)
+        results.append(perm)
+    passes = sum(1 for r in results if r.get("status") == "PASS")
+    total = len(results)
+    print(json.dumps({"total": total, "passes": passes, "results": results, "endpoints": endpoint_list}, ensure_ascii=False, indent=2))
+    write_html_report("reports/user_flow_script_report.html", "用户维度功能测试报告（脚本）", results)
+
+
+if __name__ == "__main__":
+    import asyncio
+    asyncio.run(main())
+async def api_put_json(client: httpx.AsyncClient, url: str, payload: Dict[str, Any], headers: Optional[Dict[str, str]] = None) -> Tuple[int, Dict[str, Any]]:
+    """
+    发送PUT JSON请求
+    参数:
+        client: httpx异步客户端
+        url: 完整URL
+        payload: 请求体JSON
+        headers: 请求头
+    返回:
+        (状态码, 响应JSON)
+    """
+    r = await client.put(url, json=payload, headers=headers or {})
+    data = {}
+    try:
+        data = r.json()
+    except Exception:
+        data = {"raw": r.text}
+    return r.status_code, data
--- a/Show More
+++ b/Show More