调整估值与交易逻辑

- 新增报告模板文件及生成工具模块
- 在拦截器中添加 isRaw 配置支持原始响应
- 实现报告内容获取接口及前端展示逻辑
- 完善发票模块的附件处理功能
- 优化用户管理界面的默认值设置
- 移除用户列表中的备注列显示

app/api/v1/app_invoices/app_invoices.py

@@ -116,9 +116,13 @@ async def create_with_receipt(payload: AppCreateInvoiceWithReceipt, current_user
         wechat=getattr(current_user, "alias", None),
     )
     inv = await invoice_controller.create(inv_data)
-    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")
+    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

app/api/v1/app_users/admin_manage.py

@@ -17,6 +17,8 @@ async def list_app_users(
     phone: Optional[str] = Query(None),
     wechat: Optional[str] = Query(None),
     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),
@@ -28,7 +30,28 @@ async def list_app_users(
         qs = qs.filter(phone__icontains=phone)
     if wechat:
         qs = qs.filter(alias__icontains=wechat)
-    if created_at and len(created_at) == 2:
+    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)

app/api/v1/app_users/app_users.py

@@ -141,8 +141,7 @@ async def get_quota(current_user: AppUser = Depends(get_current_app_user)):
     - 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
-    user_type = "体验用户"
-    return Success(data={"remaining_count": remaining_count, "user_type": user_type})
+    return Success(data={"remaining_count": remaining_count})
 
 
 @router.put("/profile", response_model=BasicResponse[dict], summary="更新用户信息")

app/api/v1/app_valuations/app_valuations.py

@@ -232,6 +232,7 @@ async def _perform_valuation_calculation(user_id: int, data: UserValuationCreate
                     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(
@@ -468,7 +469,6 @@ async def calculate_valuation(
                 operator_name=user.alias or user.username or user.phone or "",
                 before_count=before,
                 after_count=before - 1,
-                op_type="consume",
                 remark="发起估值"
             )
         except Exception:

app/api/v1/transactions/transactions.py

@@ -74,6 +74,15 @@ 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 urls:
@@ -94,7 +103,7 @@ async def send_email(payload: SendEmailRequest = Body(...)):
     except Exception as e:
         result = {"status": "FAIL", "error": str(e)}
 
-    body_summary = payload.body[:500]
+    body_summary = payload.body
     status = result.get("status")
     error = result.get("error")
     first_name = attachments[0][1] if attachments else None
@@ -113,14 +122,22 @@ async def send_email(payload: SendEmailRequest = Body(...)):
     else:
         logger.error("transactions.email_send_fail email={} err={}", payload.email, error)
 
-    if status == "OK" and data.receipt_id:
+    if status == "OK" and payload.receipt_id:
         try:
-            r = await PaymentReceipt.filter(id=data.receipt_id).first()
+            r = await PaymentReceipt.filter(id=payload.receipt_id).first()
             if r:
-                r.extra = (r.extra or {}) | data.model_dump()
+                r.extra = (r.extra or {}) | payload.model_dump()
                 await r.save()
+                try:
+                    inv = await r.invoice
+                    if inv:
+                        inv.status = "invoiced"
+                        await inv.save()
+                        logger.info("transactions.invoice_mark_invoiced receipt_id={} invoice_id={}", payload.receipt_id, inv.id)
+                except Exception as e2:
+                    logger.warning("transactions.invoice_mark_invoiced_fail receipt_id={} err={}", payload.receipt_id, str(e2))
         except Exception as e:
-            logger.error("transactions.email_extra_save_fail id={} err={}", data.receipt_id, str(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")
 

app/api/v1/valuations/valuations.py

@@ -120,7 +120,8 @@ async def get_valuations(
     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(
@@ -136,7 +137,7 @@ async def get_valuations(
         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
@@ -155,10 +156,11 @@ async def get_valuations(
 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(

app/controllers/valuation.py

@@ -490,6 +490,11 @@ class ValuationController:
                 update_data['audited_at'] = datetime.now()
             await valuation.update_from_dict(update_data)
             await valuation.save()
+        from datetime import datetime
+        valuation.status = update_data.get("status", "pending")
+        if not getattr(valuation, "audited_at", None):
+            valuation.audited_at = datetime.now()
+        await valuation.save()
         
         out = ValuationAssessmentOut.model_validate(valuation)
         return await self._attach_user_phone(out)
@@ -643,7 +648,7 @@ class ValuationController:
             return None
         
         from datetime import datetime
-        update_data = {"status": "approved", "audited_at": datetime.now()}
+        update_data = {"status": "pending", "audited_at": datetime.now()}
         if admin_notes:
             update_data["admin_notes"] = admin_notes
         

app/models/valuation.py

@@ -82,7 +82,7 @@ class ValuationAssessment(Model):
     
     # 系统字段
     user = fields.ForeignKeyField("models.AppUser", related_name="valuations", description="提交用户")
-    status = fields.CharField(max_length=20, default="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")

app/schemas/invoice.py

@@ -126,7 +126,7 @@ class AppCreateInvoiceWithReceipt(BaseModel):
     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: str = Field(..., min_length=1, max_length=512)
+    receipt_url: Optional[str] = Field(None, max_length=512)
     note: Optional[str] = Field(None, max_length=256)
 
     @field_validator('ticket_type', mode='before')
@@ -143,7 +143,7 @@ class AppCreateInvoiceWithReceipt(BaseModel):
             s = v.strip()
             if s.startswith('`') and s.endswith('`'):
                 s = s[1:-1].strip()
-            return s
+            return s or None
         return v
 
     @model_validator(mode='after')

app/schemas/transactions.py

@@ -1,10 +1,10 @@
-from pydantic import BaseModel, Field
+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: str = Field(..., description="邮箱地址")
+    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")

app/schemas/valuation.py

@@ -362,7 +362,7 @@ 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）")

app/services/email_client.py

@@ -51,6 +51,8 @@ class EmailClient:
                 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:

app/services/sms_client.py

@@ -86,7 +86,7 @@ class SMSClient:
             返回体映射字典
         """
         key = settings.ALIYUN_SMS_TEMPLATE_PARAM_CODE_KEY or "code"
-        template = settings.ALIYUN_SMS_TEMPLATE_CODE_VERIFY or "SMS_498190229"
+        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})
 
@@ -99,7 +99,7 @@ class SMSClient:
         Returns:
             返回体映射字典
         """
-        template = settings.ALIYUN_SMS_TEMPLATE_CODE_REPORT or "SMS_498140213"
+        template = settings.ALIYUN_SMS_TEMPLATE_CODE_REPORT 
         logger.info("sms.send_report using template={} phone={}", template, phone)
         return self.send_by_template(phone, template, {})
 

app/settings/config.py

@@ -100,18 +100,18 @@ class Settings(BaseSettings):
     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_49190229" 
+    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"
 
-    SMTP_HOST: typing.Optional[str] = None
-    SMTP_PORT: typing.Optional[int] = None
-    SMTP_USERNAME: typing.Optional[str] = None
-    SMTP_PASSWORD: typing.Optional[str] = None
-    SMTP_TLS: bool = True
-    SMTP_FROM: typing.Optional[str] = None
+    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()

app/utils/calculation_engine/economic_value_b1/sub_formulas/basic_value_b11.py

@@ -106,7 +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,
@@ -379,4 +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}")

app/utils/calculation_engine/economic_value_b1/sub_formulas/traffic_factor_b12.py

@@ -48,6 +48,20 @@ class TrafficFactorB12Calculator:
         
         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
 
@@ -346,4 +360,4 @@ 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}")

估值字段.txt

@@ -37,8 +37,8 @@
 
 
 export DOCKER_DEFAULT_PLATFORM=linux/amd64
-docker build -t zfc931912343/guzhi-fastapi-admin:v1.8 .
-docker push  zfc931912343/guzhi-fastapi-admin:v1.8
+docker build -t zfc931912343/guzhi-fastapi-admin:v2.1 .
+docker push  zfc931912343/guzhi-fastapi-admin:v2.1
 
 
 # 运行容器