完成账户库管理功能开发与验收

ccdi-info-collection/src/main/java/com/ruoyi/info/collection/controller/CcdiAccountInfoController.java

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+package com.ruoyi.info.collection.controller;
+
+import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
+import com.ruoyi.common.core.controller.BaseController;
+import com.ruoyi.common.core.domain.AjaxResult;
+import com.ruoyi.common.core.page.PageDomain;
+import com.ruoyi.common.core.page.TableDataInfo;
+import com.ruoyi.common.core.page.TableSupport;
+import com.ruoyi.common.annotation.Log;
+import com.ruoyi.common.enums.BusinessType;
+import com.ruoyi.info.collection.domain.dto.CcdiAccountInfoAddDTO;
+import com.ruoyi.info.collection.domain.dto.CcdiAccountInfoEditDTO;
+import com.ruoyi.info.collection.domain.dto.CcdiAccountInfoQueryDTO;
+import com.ruoyi.info.collection.domain.excel.CcdiAccountInfoExcel;
+import com.ruoyi.info.collection.domain.vo.AccountInfoImportFailureVO;
+import com.ruoyi.info.collection.domain.vo.CcdiAccountInfoVO;
+import com.ruoyi.info.collection.domain.vo.CcdiBaseStaffOptionVO;
+import com.ruoyi.info.collection.domain.vo.ImportResult;
+import com.ruoyi.info.collection.service.ICcdiAccountInfoService;
+import com.ruoyi.info.collection.service.ICcdiBaseStaffService;
+import com.ruoyi.info.collection.utils.EasyExcelUtil;
+import io.swagger.v3.oas.annotations.Operation;
+import io.swagger.v3.oas.annotations.tags.Tag;
+import jakarta.annotation.Resource;
+import jakarta.servlet.http.HttpServletResponse;
+import org.springframework.security.access.prepost.PreAuthorize;
+import org.springframework.validation.annotation.Validated;
+import org.springframework.web.bind.annotation.DeleteMapping;
+import org.springframework.web.bind.annotation.GetMapping;
+import org.springframework.web.bind.annotation.PathVariable;
+import org.springframework.web.bind.annotation.PostMapping;
+import org.springframework.web.bind.annotation.PutMapping;
+import org.springframework.web.bind.annotation.RequestBody;
+import org.springframework.web.bind.annotation.RequestMapping;
+import org.springframework.web.bind.annotation.RequestParam;
+import org.springframework.web.bind.annotation.RestController;
+import org.springframework.web.multipart.MultipartFile;
+
+import java.util.HashMap;
+import java.util.List;
+import java.util.Map;
+
+/**
+ * 账户库Controller
+ *
+ * @author ruoyi
+ * @date 2026-04-13
+ */
+@Tag(name = "账户库管理")
+@RestController
+@RequestMapping("/ccdi/accountInfo")
+public class CcdiAccountInfoController extends BaseController {
+
+    @Resource
+    private ICcdiAccountInfoService accountInfoService;
+
+    @Resource
+    private ICcdiBaseStaffService baseStaffService;
+
+    /**
+     * 查询账户库列表
+     */
+    @Operation(summary = "查询账户库列表")
+    @PreAuthorize("@ss.hasPermi('ccdi:accountInfo:list')")
+    @GetMapping("/list")
+    public TableDataInfo list(CcdiAccountInfoQueryDTO queryDTO) {
+        PageDomain pageDomain = TableSupport.buildPageRequest();
+        Page<CcdiAccountInfoVO> page = new Page<>(pageDomain.getPageNum(), pageDomain.getPageSize());
+        Page<CcdiAccountInfoVO> result = accountInfoService.selectAccountInfoPage(page, queryDTO);
+        return getDataTable(result.getRecords(), result.getTotal());
+    }
+
+    /**
+     * 查询账户库详情
+     */
+    @Operation(summary = "查询账户库详情")
+    @PreAuthorize("@ss.hasPermi('ccdi:accountInfo:query')")
+    @GetMapping("/{id}")
+    public AjaxResult getInfo(@PathVariable Long id) {
+        return success(accountInfoService.selectAccountInfoById(id));
+    }
+
+    /**
+     * 导出账户库列表
+     */
+    @Operation(summary = "导出账户库列表")
+    @PreAuthorize("@ss.hasPermi('ccdi:accountInfo:export')")
+    @Log(title = "账户库管理", businessType = BusinessType.EXPORT)
+    @PostMapping("/export")
+    public void export(HttpServletResponse response, CcdiAccountInfoQueryDTO queryDTO) {
+        List<CcdiAccountInfoExcel> list = accountInfoService.selectAccountInfoListForExport(queryDTO);
+        EasyExcelUtil.exportExcel(response, list, CcdiAccountInfoExcel.class, "账户库管理");
+    }
+
+    /**
+     * 新增账户
+     */
+    @Operation(summary = "新增账户")
+    @PreAuthorize("@ss.hasPermi('ccdi:accountInfo:add')")
+    @Log(title = "账户库管理", businessType = BusinessType.INSERT)
+    @PostMapping
+    public AjaxResult add(@Validated @RequestBody CcdiAccountInfoAddDTO addDTO) {
+        return toAjax(accountInfoService.insertAccountInfo(addDTO));
+    }
+
+    /**
+     * 修改账户
+     */
+    @Operation(summary = "修改账户")
+    @PreAuthorize("@ss.hasPermi('ccdi:accountInfo:edit')")
+    @Log(title = "账户库管理", businessType = BusinessType.UPDATE)
+    @PutMapping
+    public AjaxResult edit(@Validated @RequestBody CcdiAccountInfoEditDTO editDTO) {
+        return toAjax(accountInfoService.updateAccountInfo(editDTO));
+    }
+
+    /**
+     * 删除账户
+     */
+    @Operation(summary = "删除账户")
+    @PreAuthorize("@ss.hasPermi('ccdi:accountInfo:remove')")
+    @Log(title = "账户库管理", businessType = BusinessType.DELETE)
+    @DeleteMapping("/{ids}")
+    public AjaxResult remove(@PathVariable Long[] ids) {
+        return toAjax(accountInfoService.deleteAccountInfoByIds(ids));
+    }
+
+    /**
+     * 查询账户归属员工下拉
+     */
+    @Operation(summary = "查询账户归属员工下拉")
+    @PreAuthorize("@ss.hasPermi('ccdi:accountInfo:list')")
+    @GetMapping("/staffOptions")
+    public AjaxResult getStaffOptions(@RequestParam(required = false) String query) {
+        List<CcdiBaseStaffOptionVO> list = baseStaffService.selectStaffOptions(query);
+        return success(list);
+    }
+
+    /**
+     * 查询关系人下拉
+     */
+    @Operation(summary = "查询关系人下拉")
+    @PreAuthorize("@ss.hasPermi('ccdi:accountInfo:list')")
+    @GetMapping("/relationOptions")
+    public AjaxResult getRelationOptions(@RequestParam Long staffId) {
+        return success(accountInfoService.selectRelationOptionsByStaffId(staffId));
+    }
+
+    /**
+     * 下载导入模板
+     */
+    @Operation(summary = "下载导入模板")
+    @PostMapping("/importTemplate")
+    public void importTemplate(HttpServletResponse response) {
+        EasyExcelUtil.importTemplateExcel(response, CcdiAccountInfoExcel.class, "账户库管理");
+    }
+
+    /**
+     * 导入账户库信息
+     */
+    @Operation(summary = "导入账户库信息")
+    @PreAuthorize("@ss.hasPermi('ccdi:accountInfo:import')")
+    @Log(title = "账户库管理", businessType = BusinessType.IMPORT)
+    @PostMapping("/importData")
+    public AjaxResult importData(MultipartFile file, boolean updateSupport) throws Exception {
+        List<CcdiAccountInfoExcel> list = EasyExcelUtil.importExcel(file.getInputStream(), CcdiAccountInfoExcel.class);
+        if (list == null || list.isEmpty()) {
+            return error("至少需要一条数据");
+        }
+        ImportResult result = accountInfoService.importAccountInfo(list, updateSupport);
+        List<AccountInfoImportFailureVO> failures = accountInfoService.getLatestImportFailures();
+        Map<String, Object> data = new HashMap<>(4);
+        data.put("totalCount", result.getTotalCount());
+        data.put("successCount", result.getSuccessCount());
+        data.put("failureCount", result.getFailureCount());
+        data.put("failures", failures);
+        String message = "导入完成，共 " + result.getTotalCount() + " 条，成功 " + result.getSuccessCount()
+            + " 条，失败 " + result.getFailureCount() + " 条";
+        return AjaxResult.success(message, data);
+    }
+}

ccdi-info-collection/src/main/java/com/ruoyi/info/collection/domain/CcdiAccountInfo.java

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+package com.ruoyi.info.collection.domain;
+
+import com.baomidou.mybatisplus.annotation.FieldFill;
+import com.baomidou.mybatisplus.annotation.IdType;
+import com.baomidou.mybatisplus.annotation.TableField;
+import com.baomidou.mybatisplus.annotation.TableId;
+import com.baomidou.mybatisplus.annotation.TableName;
+import lombok.Data;
+
+import java.io.Serial;
+import java.io.Serializable;
+import java.util.Date;
+
+/**
+ * 账户基础信息对象 ccdi_account_info
+ *
+ * @author ruoyi
+ * @date 2026-04-13
+ */
+@Data
+@TableName("ccdi_account_info")
+public class CcdiAccountInfo implements Serializable {
+
+    @Serial
+    private static final long serialVersionUID = 1L;
+
+    /** 主键ID */
+    @TableId(value = "account_id", type = IdType.AUTO)
+    private Long id;
+
+    /** 所属人类型：EMPLOYEE/RELATION/INTERMEDIARY/EXTERNAL */
+    private String ownerType;
+
+    /** 所属人标识 */
+    private String ownerId;
+
+    /** 账户号码 */
+    private String accountNo;
+
+    /** 账户类型 */
+    private String accountType;
+
+    /** 账户范围：INTERNAL/EXTERNAL */
+    private String bankScope;
+
+    /** 账户姓名 */
+    private String accountName;
+
+    /** 开户机构 */
+    @TableField("bank")
+    private String openBank;
+
+    /** 银行代码 */
+    private String bankCode;
+
+    /** 币种 */
+    private String currency;
+
+    /** 状态：1-正常 2-已销户 */
+    private Integer status;
+
+    /** 生效日期 */
+    private Date effectiveDate;
+
+    /** 失效日期 */
+    private Date invalidDate;
+
+    /** 创建者 */
+    @TableField(fill = FieldFill.INSERT)
+    private String createBy;
+
+    /** 创建时间 */
+    @TableField(fill = FieldFill.INSERT)
+    private Date createTime;
+
+    /** 更新者 */
+    @TableField(fill = FieldFill.INSERT_UPDATE)
+    private String updateBy;
+
+    /** 更新时间 */
+    @TableField(fill = FieldFill.INSERT_UPDATE)
+    private Date updateTime;
+}

ccdi-info-collection/src/main/java/com/ruoyi/info/collection/domain/CcdiAccountResult.java

@@ -0,0 +1,86 @@
+package com.ruoyi.info.collection.domain;
+
+import com.baomidou.mybatisplus.annotation.FieldFill;
+import com.baomidou.mybatisplus.annotation.IdType;
+import com.baomidou.mybatisplus.annotation.TableField;
+import com.baomidou.mybatisplus.annotation.TableId;
+import com.baomidou.mybatisplus.annotation.TableName;
+import lombok.Data;
+
+import java.io.Serial;
+import java.io.Serializable;
+import java.math.BigDecimal;
+import java.util.Date;
+
+/**
+ * 账户分析结果对象 ccdi_account_result
+ *
+ * @author ruoyi
+ * @date 2026-04-13
+ */
+@Data
+@TableName("ccdi_account_result")
+public class CcdiAccountResult implements Serializable {
+
+    @Serial
+    private static final long serialVersionUID = 1L;
+
+    /** 主键ID */
+    @TableId(value = "result_id", type = IdType.AUTO)
+    private Long resultId;
+
+    /** 账户号码 */
+    private String accountNo;
+
+    /** 是否实控账户：0-否 1-是 */
+    @TableField("is_self_account")
+    private Integer isActualControl;
+
+    /** 月均交易笔数 */
+    @TableField("monthly_avg_trans_count")
+    private Integer avgMonthTxnCount;
+
+    /** 月均交易金额 */
+    @TableField("monthly_avg_trans_amount")
+    private BigDecimal avgMonthTxnAmount;
+
+    /** 交易频率等级 */
+    @TableField("trans_freq_type")
+    private String txnFrequencyLevel;
+
+    /** 借方单笔最高额 */
+    @TableField("dr_max_single_amount")
+    private BigDecimal debitSingleMaxAmount;
+
+    /** 贷方单笔最高额 */
+    @TableField("cr_max_single_amount")
+    private BigDecimal creditSingleMaxAmount;
+
+    /** 借方日累计最高额 */
+    @TableField("dr_max_daily_amount")
+    private BigDecimal debitDailyMaxAmount;
+
+    /** 贷方日累计最高额 */
+    @TableField("cr_max_daily_amount")
+    private BigDecimal creditDailyMaxAmount;
+
+    /** 风险等级 */
+    @TableField("trans_risk_level")
+    private String txnRiskLevel;
+
+    /** 创建者 */
+    @TableField(fill = FieldFill.INSERT)
+    private String createBy;
+
+    /** 创建时间 */
+    @TableField(fill = FieldFill.INSERT)
+    private Date createTime;
+
+    /** 更新者 */
+    @TableField(fill = FieldFill.INSERT_UPDATE)
+    private String updateBy;
+
+    /** 更新时间 */
+    @TableField(fill = FieldFill.INSERT_UPDATE)
+    private Date updateTime;
+}

ccdi-info-collection/src/main/java/com/ruoyi/info/collection/domain/dto/CcdiAccountInfoAddDTO.java

@@ -0,0 +1,138 @@
+package com.ruoyi.info.collection.domain.dto;
+
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import jakarta.validation.constraints.DecimalMin;
+import jakarta.validation.constraints.Min;
+import jakarta.validation.constraints.NotBlank;
+import jakarta.validation.constraints.NotNull;
+import jakarta.validation.constraints.Size;
+import lombok.Data;
+
+import java.io.Serial;
+import java.io.Serializable;
+import java.math.BigDecimal;
+import java.util.Date;
+
+/**
+ * 账户库新增DTO
+ *
+ * @author ruoyi
+ * @date 2026-04-13
+ */
+@Data
+@Schema(description = "账户库新增")
+public class CcdiAccountInfoAddDTO implements Serializable {
+
+    @Serial
+    private static final long serialVersionUID = 1L;
+
+    /** 所属人类型 */
+    @NotBlank(message = "所属人类型不能为空")
+    @Schema(description = "所属人类型")
+    private String ownerType;
+
+    /** 所属人标识 */
+    @Schema(description = "所属人标识")
+    private String ownerId;
+
+    /** 账户号码 */
+    @NotBlank(message = "账户号码不能为空")
+    @Size(max = 240, message = "账户号码长度不能超过240个字符")
+    @Schema(description = "账户号码")
+    private String accountNo;
+
+    /** 账户类型 */
+    @NotBlank(message = "账户类型不能为空")
+    @Size(max = 30, message = "账户类型长度不能超过30个字符")
+    @Schema(description = "账户类型")
+    private String accountType;
+
+    /** 账户范围 */
+    @NotBlank(message = "账户范围不能为空")
+    @Size(max = 20, message = "账户范围长度不能超过20个字符")
+    @Schema(description = "账户范围")
+    private String bankScope;
+
+    /** 账户姓名 */
+    @NotBlank(message = "账户姓名不能为空")
+    @Size(max = 100, message = "账户姓名长度不能超过100个字符")
+    @Schema(description = "账户姓名")
+    private String accountName;
+
+    /** 开户机构 */
+    @NotBlank(message = "开户机构不能为空")
+    @Size(max = 100, message = "开户机构长度不能超过100个字符")
+    @Schema(description = "开户机构")
+    private String openBank;
+
+    /** 银行代码 */
+    @Size(max = 20, message = "银行代码长度不能超过20个字符")
+    @Schema(description = "银行代码")
+    private String bankCode;
+
+    /** 币种 */
+    @Size(max = 3, message = "币种长度不能超过3个字符")
+    @Schema(description = "币种")
+    private String currency;
+
+    /** 状态 */
+    @NotNull(message = "状态不能为空")
+    @Schema(description = "状态")
+    private Integer status;
+
+    /** 生效日期 */
+    @NotNull(message = "生效日期不能为空")
+    @JsonFormat(pattern = "yyyy-MM-dd")
+    @Schema(description = "生效日期")
+    private Date effectiveDate;
+
+    /** 失效日期 */
+    @JsonFormat(pattern = "yyyy-MM-dd")
+    @Schema(description = "失效日期")
+    private Date invalidDate;
+
+    /** 是否实控账户 */
+    @Schema(description = "是否实控账户")
+    private Integer isActualControl;
+
+    /** 月均交易笔数 */
+    @Min(value = 0, message = "月均交易笔数不能小于0")
+    @Schema(description = "月均交易笔数")
+    private Integer avgMonthTxnCount;
+
+    /** 月均交易金额 */
+    @DecimalMin(value = "0", message = "月均交易金额不能小于0")
+    @Schema(description = "月均交易金额")
+    private BigDecimal avgMonthTxnAmount;
+
+    /** 频率等级 */
+    @Size(max = 20, message = "频率等级长度不能超过20个字符")
+    @Schema(description = "频率等级")
+    private String txnFrequencyLevel;
+
+    /** 借方单笔最高额 */
+    @DecimalMin(value = "0", message = "借方单笔最高额不能小于0")
+    @Schema(description = "借方单笔最高额")
+    private BigDecimal debitSingleMaxAmount;
+
+    /** 贷方单笔最高额 */
+    @DecimalMin(value = "0", message = "贷方单笔最高额不能小于0")
+    @Schema(description = "贷方单笔最高额")
+    private BigDecimal creditSingleMaxAmount;
+
+    /** 借方日累计最高额 */
+    @DecimalMin(value = "0", message = "借方日累计最高额不能小于0")
+    @Schema(description = "借方日累计最高额")
+    private BigDecimal debitDailyMaxAmount;
+
+    /** 贷方日累计最高额 */
+    @DecimalMin(value = "0", message = "贷方日累计最高额不能小于0")
+    @Schema(description = "贷方日累计最高额")
+    private BigDecimal creditDailyMaxAmount;
+
+    /** 风险等级 */
+    @Size(max = 10, message = "风险等级长度不能超过10个字符")
+    @Schema(description = "风险等级")
+    private String txnRiskLevel;
+}

ccdi-info-collection/src/main/java/com/ruoyi/info/collection/domain/dto/CcdiAccountInfoEditDTO.java

@@ -0,0 +1,143 @@
+package com.ruoyi.info.collection.domain.dto;
+
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import jakarta.validation.constraints.DecimalMin;
+import jakarta.validation.constraints.Min;
+import jakarta.validation.constraints.NotBlank;
+import jakarta.validation.constraints.NotNull;
+import jakarta.validation.constraints.Size;
+import lombok.Data;
+
+import java.io.Serial;
+import java.io.Serializable;
+import java.math.BigDecimal;
+import java.util.Date;
+
+/**
+ * 账户库编辑DTO
+ *
+ * @author ruoyi
+ * @date 2026-04-13
+ */
+@Data
+@Schema(description = "账户库编辑")
+public class CcdiAccountInfoEditDTO implements Serializable {
+
+    @Serial
+    private static final long serialVersionUID = 1L;
+
+    /** 主键ID */
+    @NotNull(message = "主键ID不能为空")
+    @Schema(description = "主键ID")
+    private Long id;
+
+    /** 所属人类型 */
+    @NotBlank(message = "所属人类型不能为空")
+    @Schema(description = "所属人类型")
+    private String ownerType;
+
+    /** 所属人标识 */
+    @Schema(description = "所属人标识")
+    private String ownerId;
+
+    /** 账户号码 */
+    @NotBlank(message = "账户号码不能为空")
+    @Size(max = 240, message = "账户号码长度不能超过240个字符")
+    @Schema(description = "账户号码")
+    private String accountNo;
+
+    /** 账户类型 */
+    @NotBlank(message = "账户类型不能为空")
+    @Size(max = 30, message = "账户类型长度不能超过30个字符")
+    @Schema(description = "账户类型")
+    private String accountType;
+
+    /** 账户范围 */
+    @NotBlank(message = "账户范围不能为空")
+    @Size(max = 20, message = "账户范围长度不能超过20个字符")
+    @Schema(description = "账户范围")
+    private String bankScope;
+
+    /** 账户姓名 */
+    @NotBlank(message = "账户姓名不能为空")
+    @Size(max = 100, message = "账户姓名长度不能超过100个字符")
+    @Schema(description = "账户姓名")
+    private String accountName;
+
+    /** 开户机构 */
+    @NotBlank(message = "开户机构不能为空")
+    @Size(max = 100, message = "开户机构长度不能超过100个字符")
+    @Schema(description = "开户机构")
+    private String openBank;
+
+    /** 银行代码 */
+    @Size(max = 20, message = "银行代码长度不能超过20个字符")
+    @Schema(description = "银行代码")
+    private String bankCode;
+
+    /** 币种 */
+    @Size(max = 3, message = "币种长度不能超过3个字符")
+    @Schema(description = "币种")
+    private String currency;
+
+    /** 状态 */
+    @NotNull(message = "状态不能为空")
+    @Schema(description = "状态")
+    private Integer status;
+
+    /** 生效日期 */
+    @NotNull(message = "生效日期不能为空")
+    @JsonFormat(pattern = "yyyy-MM-dd")
+    @Schema(description = "生效日期")
+    private Date effectiveDate;
+
+    /** 失效日期 */
+    @JsonFormat(pattern = "yyyy-MM-dd")
+    @Schema(description = "失效日期")
+    private Date invalidDate;
+
+    /** 是否实控账户 */
+    @Schema(description = "是否实控账户")
+    private Integer isActualControl;
+
+    /** 月均交易笔数 */
+    @Min(value = 0, message = "月均交易笔数不能小于0")
+    @Schema(description = "月均交易笔数")
+    private Integer avgMonthTxnCount;
+
+    /** 月均交易金额 */
+    @DecimalMin(value = "0", message = "月均交易金额不能小于0")
+    @Schema(description = "月均交易金额")
+    private BigDecimal avgMonthTxnAmount;
+
+    /** 频率等级 */
+    @Size(max = 20, message = "频率等级长度不能超过20个字符")
+    @Schema(description = "频率等级")
+    private String txnFrequencyLevel;
+
+    /** 借方单笔最高额 */
+    @DecimalMin(value = "0", message = "借方单笔最高额不能小于0")
+    @Schema(description = "借方单笔最高额")
+    private BigDecimal debitSingleMaxAmount;
+
+    /** 贷方单笔最高额 */
+    @DecimalMin(value = "0", message = "贷方单笔最高额不能小于0")
+    @Schema(description = "贷方单笔最高额")
+    private BigDecimal creditSingleMaxAmount;
+
+    /** 借方日累计最高额 */
+    @DecimalMin(value = "0", message = "借方日累计最高额不能小于0")
+    @Schema(description = "借方日累计最高额")
+    private BigDecimal debitDailyMaxAmount;
+
+    /** 贷方日累计最高额 */
+    @DecimalMin(value = "0", message = "贷方日累计最高额不能小于0")
+    @Schema(description = "贷方日累计最高额")
+    private BigDecimal creditDailyMaxAmount;
+
+    /** 风险等级 */
+    @Size(max = 10, message = "风险等级长度不能超过10个字符")
+    @Schema(description = "风险等级")
+    private String txnRiskLevel;
+}

ccdi-info-collection/src/main/java/com/ruoyi/info/collection/domain/dto/CcdiAccountInfoQueryDTO.java

@@ -0,0 +1,57 @@
+package com.ruoyi.info.collection.domain.dto;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.io.Serial;
+import java.io.Serializable;
+
+/**
+ * 账户库查询DTO
+ *
+ * @author ruoyi
+ * @date 2026-04-13
+ */
+@Data
+@Schema(description = "账户库查询条件")
+public class CcdiAccountInfoQueryDTO implements Serializable {
+
+    @Serial
+    private static final long serialVersionUID = 1L;
+
+    /** 员工姓名 */
+    @Schema(description = "员工姓名")
+    private String staffName;
+
+    /** 所属人类型 */
+    @Schema(description = "所属人类型")
+    private String ownerType;
+
+    /** 账户范围 */
+    @Schema(description = "账户范围")
+    private String bankScope;
+
+    /** 关系类型 */
+    @Schema(description = "关系类型")
+    private String relationType;
+
+    /** 账户姓名 */
+    @Schema(description = "账户姓名")
+    private String accountName;
+
+    /** 账户类型 */
+    @Schema(description = "账户类型")
+    private String accountType;
+
+    /** 是否实控账户 */
+    @Schema(description = "是否实控账户")
+    private Integer isActualControl;
+
+    /** 风险等级 */
+    @Schema(description = "风险等级")
+    private String riskLevel;
+
+    /** 状态 */
+    @Schema(description = "状态")
+    private Integer status;
+}

ccdi-info-collection/src/main/java/com/ruoyi/info/collection/domain/excel/CcdiAccountInfoExcel.java

@@ -0,0 +1,105 @@
+package com.ruoyi.info.collection.domain.excel;
+
+import com.alibaba.excel.annotation.ExcelProperty;
+import com.alibaba.excel.annotation.write.style.ColumnWidth;
+import lombok.Data;
+
+import java.io.Serial;
+import java.io.Serializable;
+
+/**
+ * 账户库导入导出对象
+ *
+ * @author ruoyi
+ * @date 2026-04-14
+ */
+@Data
+public class CcdiAccountInfoExcel implements Serializable {
+
+    @Serial
+    private static final long serialVersionUID = 1L;
+
+    @ExcelProperty(value = "所属人类型*", index = 0)
+    @ColumnWidth(16)
+    private String ownerType;
+
+    @ExcelProperty(value = "证件号*", index = 1)
+    @ColumnWidth(24)
+    private String ownerId;
+
+    @ExcelProperty(value = "账户姓名*", index = 2)
+    @ColumnWidth(18)
+    private String accountName;
+
+    @ExcelProperty(value = "账户号码*", index = 3)
+    @ColumnWidth(28)
+    private String accountNo;
+
+    @ExcelProperty(value = "账户类型*", index = 4)
+    @ColumnWidth(16)
+    private String accountType;
+
+    @ExcelProperty(value = "账户范围*", index = 5)
+    @ColumnWidth(14)
+    private String bankScope;
+
+    @ExcelProperty(value = "开户机构*", index = 6)
+    @ColumnWidth(28)
+    private String openBank;
+
+    @ExcelProperty(value = "银行代码", index = 7)
+    @ColumnWidth(16)
+    private String bankCode;
+
+    @ExcelProperty(value = "币种", index = 8)
+    @ColumnWidth(10)
+    private String currency;
+
+    @ExcelProperty(value = "状态*", index = 9)
+    @ColumnWidth(12)
+    private String status;
+
+    @ExcelProperty(value = "生效日期*(yyyy-MM-dd)", index = 10)
+    @ColumnWidth(18)
+    private String effectiveDate;
+
+    @ExcelProperty(value = "失效日期(yyyy-MM-dd)", index = 11)
+    @ColumnWidth(18)
+    private String invalidDate;
+
+    @ExcelProperty(value = "是否实控账户", index = 12)
+    @ColumnWidth(14)
+    private String isActualControl;
+
+    @ExcelProperty(value = "月均交易笔数", index = 13)
+    @ColumnWidth(14)
+    private String avgMonthTxnCount;
+
+    @ExcelProperty(value = "月均交易金额", index = 14)
+    @ColumnWidth(16)
+    private String avgMonthTxnAmount;
+
+    @ExcelProperty(value = "频率等级", index = 15)
+    @ColumnWidth(12)
+    private String txnFrequencyLevel;
+
+    @ExcelProperty(value = "借方单笔最高额", index = 16)
+    @ColumnWidth(16)
+    private String debitSingleMaxAmount;
+
+    @ExcelProperty(value = "贷方单笔最高额", index = 17)
+    @ColumnWidth(16)
+    private String creditSingleMaxAmount;
+
+    @ExcelProperty(value = "借方日累计最高额", index = 18)
+    @ColumnWidth(16)
+    private String debitDailyMaxAmount;
+
+    @ExcelProperty(value = "贷方日累计最高额", index = 19)
+    @ColumnWidth(16)
+    private String creditDailyMaxAmount;
+
+    @ExcelProperty(value = "风险等级", index = 20)
+    @ColumnWidth(12)
+    private String txnRiskLevel;
+}

ccdi-info-collection/src/main/java/com/ruoyi/info/collection/domain/vo/AccountInfoImportFailureVO.java

@@ -0,0 +1,30 @@
+package com.ruoyi.info.collection.domain.vo;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+/**
+ * 账户库导入失败记录
+ *
+ * @author ruoyi
+ * @date 2026-04-14
+ */
+@Data
+@Schema(description = "账户库导入失败记录")
+public class AccountInfoImportFailureVO {
+
+    @Schema(description = "行号")
+    private Integer rowNum;
+
+    @Schema(description = "所属人类型")
+    private String ownerType;
+
+    @Schema(description = "证件号")
+    private String ownerId;
+
+    @Schema(description = "账户号码")
+    private String accountNo;
+
+    @Schema(description = "错误信息")
+    private String errorMessage;
+}

ccdi-info-collection/src/main/java/com/ruoyi/info/collection/domain/vo/CcdiAccountInfoVO.java

@@ -0,0 +1,156 @@
+package com.ruoyi.info.collection.domain.vo;
+
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.io.Serial;
+import java.io.Serializable;
+import java.math.BigDecimal;
+import java.util.Date;
+
+/**
+ * 账户库VO
+ *
+ * @author ruoyi
+ * @date 2026-04-13
+ */
+@Data
+@Schema(description = "账户库信息")
+public class CcdiAccountInfoVO implements Serializable {
+
+    @Serial
+    private static final long serialVersionUID = 1L;
+
+    /** 主键ID */
+    @Schema(description = "主键ID")
+    private Long id;
+
+    /** 所属人类型 */
+    @Schema(description = "所属人类型")
+    private String ownerType;
+
+    /** 所属人标识 */
+    @Schema(description = "所属人标识")
+    private String ownerId;
+
+    /** 员工工号 */
+    @Schema(description = "员工工号")
+    private Long staffId;
+
+    /** 员工姓名 */
+    @Schema(description = "员工姓名")
+    private String staffName;
+
+    /** 关系人ID */
+    @Schema(description = "关系人ID")
+    private Long relationId;
+
+    /** 关系类型 */
+    @Schema(description = "关系类型")
+    private String relationType;
+
+    /** 关系人姓名 */
+    @Schema(description = "关系人姓名")
+    private String relationName;
+
+    /** 关系人证件号 */
+    @Schema(description = "关系人证件号")
+    private String relationCertNo;
+
+    /** 账户号码 */
+    @Schema(description = "账户号码")
+    private String accountNo;
+
+    /** 账户类型 */
+    @Schema(description = "账户类型")
+    private String accountType;
+
+    /** 账户范围 */
+    @Schema(description = "账户范围")
+    private String bankScope;
+
+    /** 账户姓名 */
+    @Schema(description = "账户姓名")
+    private String accountName;
+
+    /** 开户机构 */
+    @Schema(description = "开户机构")
+    private String openBank;
+
+    /** 银行代码 */
+    @Schema(description = "银行代码")
+    private String bankCode;
+
+    /** 币种 */
+    @Schema(description = "币种")
+    private String currency;
+
+    /** 状态 */
+    @Schema(description = "状态")
+    private Integer status;
+
+    /** 生效日期 */
+    @JsonFormat(pattern = "yyyy-MM-dd")
+    @Schema(description = "生效日期")
+    private Date effectiveDate;
+
+    /** 失效日期 */
+    @JsonFormat(pattern = "yyyy-MM-dd")
+    @Schema(description = "失效日期")
+    private Date invalidDate;
+
+    /** 是否实控账户 */
+    @Schema(description = "是否实控账户")
+    private Integer isActualControl;
+
+    /** 月均交易笔数 */
+    @Schema(description = "月均交易笔数")
+    private Integer avgMonthTxnCount;
+
+    /** 月均交易金额 */
+    @Schema(description = "月均交易金额")
+    private BigDecimal avgMonthTxnAmount;
+
+    /** 频率等级 */
+    @Schema(description = "频率等级")
+    private String txnFrequencyLevel;
+
+    /** 借方单笔最高额 */
+    @Schema(description = "借方单笔最高额")
+    private BigDecimal debitSingleMaxAmount;
+
+    /** 贷方单笔最高额 */
+    @Schema(description = "贷方单笔最高额")
+    private BigDecimal creditSingleMaxAmount;
+
+    /** 借方日累计最高额 */
+    @Schema(description = "借方日累计最高额")
+    private BigDecimal debitDailyMaxAmount;
+
+    /** 贷方日累计最高额 */
+    @Schema(description = "贷方日累计最高额")
+    private BigDecimal creditDailyMaxAmount;
+
+    /** 风险等级 */
+    @Schema(description = "风险等级")
+    private String txnRiskLevel;
+
+    /** 创建者 */
+    @Schema(description = "创建者")
+    private String createBy;
+
+    /** 创建时间 */
+    @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
+    @Schema(description = "创建时间")
+    private Date createTime;
+
+    /** 更新者 */
+    @Schema(description = "更新者")
+    private String updateBy;
+
+    /** 更新时间 */
+    @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
+    @Schema(description = "更新时间")
+    private Date updateTime;
+}

ccdi-info-collection/src/main/java/com/ruoyi/info/collection/domain/vo/CcdiAccountRelationOptionVO.java

@@ -0,0 +1,37 @@
+package com.ruoyi.info.collection.domain.vo;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.io.Serial;
+import java.io.Serializable;
+
+/**
+ * 账户库关系人下拉VO
+ *
+ * @author ruoyi
+ * @date 2026-04-13
+ */
+@Data
+@Schema(description = "账户库关系人下拉选项")
+public class CcdiAccountRelationOptionVO implements Serializable {
+
+    @Serial
+    private static final long serialVersionUID = 1L;
+
+    /** 关系人ID */
+    @Schema(description = "关系人ID")
+    private Long id;
+
+    /** 关系人姓名 */
+    @Schema(description = "关系人姓名")
+    private String relationName;
+
+    /** 关系类型 */
+    @Schema(description = "关系类型")
+    private String relationType;
+
+    /** 关系人证件号 */
+    @Schema(description = "关系人证件号")
+    private String relationCertNo;
+}

ccdi-info-collection/src/main/java/com/ruoyi/info/collection/domain/vo/CcdiBaseStaffOptionVO.java

@@ -26,6 +26,11 @@ public class CcdiBaseStaffOptionVO {
      */
     private Long deptId;
 
+    /**
+     * 身份证号
+     */
+    private String idCard;
+
     /**
      * 部门名称
      */

ccdi-info-collection/src/main/java/com/ruoyi/info/collection/enums/RelationType.java

@@ -11,26 +11,26 @@ public enum RelationType {
     /** 配偶 */
     SPOUSE("配偶", "配偶"),
 
-    /** 父子 */
-    FATHER_SON("父子", "父子"),
+    /** 父亲 */
+    FATHER("父亲", "父亲"),
 
-    /** 母女 */
-    MOTHER_DAUGHTER("母女", "母女"),
+    /** 母亲 */
+    MOTHER("母亲", "母亲"),
 
-    /** 兄弟 */
-    BROTHER("兄弟", "兄弟"),
+    /** 子女 */
+    CHILDREN("子女", "子女"),
 
-    /** 姐妹 */
-    SISTER("姐妹", "姐妹"),
-
-    /** 亲属 */
-    RELATIVE("亲属", "亲属"),
+    /** 兄弟姐妹 */
+    SIBLINGS("兄弟姐妹", "兄弟姐妹"),
 
     /** 朋友 */
     FRIEND("朋友", "朋友"),
 
     /** 同事 */
-    COLLEAGUE("同事", "同事");
+    COLLEAGUE("同事", "同事"),
+
+    /** 其他 */
+    OTHER("其他", "其他");
 
     private final String code;
     private final String desc;

ccdi-info-collection/src/main/java/com/ruoyi/info/collection/mapper/CcdiAccountInfoMapper.java

@@ -0,0 +1,54 @@
+package com.ruoyi.info.collection.mapper;
+
+import com.baomidou.mybatisplus.core.mapper.BaseMapper;
+import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
+import com.ruoyi.info.collection.domain.CcdiAccountInfo;
+import com.ruoyi.info.collection.domain.dto.CcdiAccountInfoQueryDTO;
+import com.ruoyi.info.collection.domain.vo.CcdiAccountInfoVO;
+import com.ruoyi.info.collection.domain.vo.CcdiAccountRelationOptionVO;
+import org.apache.ibatis.annotations.Param;
+
+import java.util.List;
+
+/**
+ * 账户库数据层
+ *
+ * @author ruoyi
+ * @date 2026-04-13
+ */
+public interface CcdiAccountInfoMapper extends BaseMapper<CcdiAccountInfo> {
+
+    /**
+     * 分页查询账户库
+     *
+     * @param page 分页对象
+     * @param queryDTO 查询条件
+     * @return 账户库分页结果
+     */
+    Page<CcdiAccountInfoVO> selectAccountInfoPage(@Param("page") Page<CcdiAccountInfoVO> page,
+                                                  @Param("query") CcdiAccountInfoQueryDTO queryDTO);
+
+    /**
+     * 查询账户库详情
+     *
+     * @param id 主键ID
+     * @return 账户库详情
+     */
+    CcdiAccountInfoVO selectAccountInfoById(@Param("id") Long id);
+
+    /**
+     * 导出账户库列表
+     *
+     * @param queryDTO 查询条件
+     * @return 导出列表
+     */
+    List<CcdiAccountInfoVO> selectAccountInfoListForExport(@Param("query") CcdiAccountInfoQueryDTO queryDTO);
+
+    /**
+     * 查询关系人下拉选项
+     *
+     * @param staffId 员工工号
+     * @return 关系人下拉
+     */
+    List<CcdiAccountRelationOptionVO> selectRelationOptionsByStaffId(@Param("staffId") Long staffId);
+}

ccdi-info-collection/src/main/java/com/ruoyi/info/collection/mapper/CcdiAccountResultMapper.java

@@ -0,0 +1,13 @@
+package com.ruoyi.info.collection.mapper;
+
+import com.baomidou.mybatisplus.core.mapper.BaseMapper;
+import com.ruoyi.info.collection.domain.CcdiAccountResult;
+
+/**
+ * 账户分析结果数据层
+ *
+ * @author ruoyi
+ * @date 2026-04-13
+ */
+public interface CcdiAccountResultMapper extends BaseMapper<CcdiAccountResult> {
+}

ccdi-info-collection/src/main/java/com/ruoyi/info/collection/service/ICcdiAccountInfoService.java

@@ -0,0 +1,95 @@
+package com.ruoyi.info.collection.service;
+
+import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
+import com.ruoyi.info.collection.domain.dto.CcdiAccountInfoAddDTO;
+import com.ruoyi.info.collection.domain.dto.CcdiAccountInfoEditDTO;
+import com.ruoyi.info.collection.domain.dto.CcdiAccountInfoQueryDTO;
+import com.ruoyi.info.collection.domain.excel.CcdiAccountInfoExcel;
+import com.ruoyi.info.collection.domain.vo.AccountInfoImportFailureVO;
+import com.ruoyi.info.collection.domain.vo.CcdiAccountInfoVO;
+import com.ruoyi.info.collection.domain.vo.CcdiAccountRelationOptionVO;
+import com.ruoyi.info.collection.domain.vo.ImportResult;
+
+import java.util.List;
+
+/**
+ * 账户库服务层
+ *
+ * @author ruoyi
+ * @date 2026-04-13
+ */
+public interface ICcdiAccountInfoService {
+
+    /**
+     * 分页查询账户库
+     *
+     * @param page 分页对象
+     * @param queryDTO 查询条件
+     * @return 分页结果
+     */
+    Page<CcdiAccountInfoVO> selectAccountInfoPage(Page<CcdiAccountInfoVO> page, CcdiAccountInfoQueryDTO queryDTO);
+
+    /**
+     * 查询账户库详情
+     *
+     * @param id 主键ID
+     * @return 账户库详情
+     */
+    CcdiAccountInfoVO selectAccountInfoById(Long id);
+
+    /**
+     * 新增账户
+     *
+     * @param addDTO 新增DTO
+     * @return 影响行数
+     */
+    int insertAccountInfo(CcdiAccountInfoAddDTO addDTO);
+
+    /**
+     * 修改账户
+     *
+     * @param editDTO 编辑DTO
+     * @return 影响行数
+     */
+    int updateAccountInfo(CcdiAccountInfoEditDTO editDTO);
+
+    /**
+     * 批量删除账户
+     *
+     * @param ids 主键ID数组
+     * @return 影响行数
+     */
+    int deleteAccountInfoByIds(Long[] ids);
+
+    /**
+     * 查询关系人下拉
+     *
+     * @param staffId 员工工号
+     * @return 下拉列表
+     */
+    List<CcdiAccountRelationOptionVO> selectRelationOptionsByStaffId(Long staffId);
+
+    /**
+     * 导出账户库列表
+     *
+     * @param queryDTO 查询条件
+     * @return 导出列表
+     */
+    List<CcdiAccountInfoExcel> selectAccountInfoListForExport(CcdiAccountInfoQueryDTO queryDTO);
+
+    /**
+     * 导入账户库信息
+     *
+     * @param excelList Excel数据
+     * @param updateSupport 是否更新已存在账户
+     * @return 导入结果
+     */
+    ImportResult importAccountInfo(List<CcdiAccountInfoExcel> excelList, boolean updateSupport);
+
+    /**
+     * 获取导入失败记录
+     *
+     * @return 失败记录
+     */
+    List<AccountInfoImportFailureVO> getLatestImportFailures();
+}

ccdi-info-collection/src/main/java/com/ruoyi/info/collection/service/impl/CcdiAccountInfoServiceImpl.java

@@ -0,0 +1,618 @@
+package com.ruoyi.info.collection.service.impl;
+
+import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
+import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
+import com.ruoyi.common.utils.StringUtils;
+import com.ruoyi.info.collection.domain.CcdiAccountInfo;
+import com.ruoyi.info.collection.domain.CcdiAccountResult;
+import com.ruoyi.info.collection.domain.CcdiBaseStaff;
+import com.ruoyi.info.collection.domain.CcdiStaffFmyRelation;
+import com.ruoyi.info.collection.domain.dto.CcdiAccountInfoAddDTO;
+import com.ruoyi.info.collection.domain.dto.CcdiAccountInfoEditDTO;
+import com.ruoyi.info.collection.domain.dto.CcdiAccountInfoQueryDTO;
+import com.ruoyi.info.collection.domain.excel.CcdiAccountInfoExcel;
+import com.ruoyi.info.collection.domain.vo.AccountInfoImportFailureVO;
+import com.ruoyi.info.collection.domain.vo.CcdiAccountInfoVO;
+import com.ruoyi.info.collection.domain.vo.CcdiAccountRelationOptionVO;
+import com.ruoyi.info.collection.domain.vo.ImportResult;
+import com.ruoyi.info.collection.mapper.CcdiAccountInfoMapper;
+import com.ruoyi.info.collection.mapper.CcdiAccountResultMapper;
+import com.ruoyi.info.collection.mapper.CcdiBaseStaffMapper;
+import com.ruoyi.info.collection.mapper.CcdiStaffFmyRelationMapper;
+import com.ruoyi.info.collection.service.ICcdiAccountInfoService;
+import jakarta.annotation.Resource;
+import org.springframework.beans.BeanUtils;
+import org.springframework.stereotype.Service;
+import org.springframework.transaction.annotation.Transactional;
+
+import java.math.BigDecimal;
+import java.text.ParseException;
+import java.text.SimpleDateFormat;
+import java.util.ArrayList;
+import java.util.Arrays;
+import java.util.Date;
+import java.util.List;
+import java.util.Locale;
+import java.util.Set;
+import java.util.concurrent.CopyOnWriteArrayList;
+
+/**
+ * 账户库服务实现
+ *
+ * @author ruoyi
+ * @date 2026-04-13
+ */
+@Service
+public class CcdiAccountInfoServiceImpl implements ICcdiAccountInfoService {
+
+    private static final SimpleDateFormat DATE_FORMAT = new SimpleDateFormat("yyyy-MM-dd");
+
+    private static final Set<String> OWNER_TYPES = Set.of("EMPLOYEE", "RELATION", "INTERMEDIARY", "EXTERNAL");
+    private static final Set<String> ACCOUNT_TYPES = Set.of("BANK", "SECURITIES", "PAYMENT", "OTHER");
+    private static final Set<String> BANK_SCOPES = Set.of("INTERNAL", "EXTERNAL");
+    private static final Set<String> LEVELS = Set.of("LOW", "MEDIUM", "HIGH");
+    private final List<AccountInfoImportFailureVO> latestImportFailures = new CopyOnWriteArrayList<>();
+
+    @Resource
+    private CcdiAccountInfoMapper accountInfoMapper;
+
+    @Resource
+    private CcdiAccountResultMapper accountResultMapper;
+
+    @Resource
+    private CcdiBaseStaffMapper baseStaffMapper;
+
+    @Resource
+    private CcdiStaffFmyRelationMapper staffFmyRelationMapper;
+
+    @Override
+    public Page<CcdiAccountInfoVO> selectAccountInfoPage(Page<CcdiAccountInfoVO> page, CcdiAccountInfoQueryDTO queryDTO) {
+        return accountInfoMapper.selectAccountInfoPage(page, queryDTO);
+    }
+
+    @Override
+    public CcdiAccountInfoVO selectAccountInfoById(Long id) {
+        return accountInfoMapper.selectAccountInfoById(id);
+    }
+
+    @Override
+    @Transactional
+    public int insertAccountInfo(CcdiAccountInfoAddDTO addDTO) {
+        normalizeAddDto(addDTO);
+        validateDto(addDTO.getOwnerType(), addDTO.getOwnerId(), addDTO.getAccountType(), addDTO.getBankScope(),
+            addDTO.getStatus(), addDTO.getEffectiveDate(), addDTO.getInvalidDate(), addDTO.getTxnFrequencyLevel(),
+            addDTO.getTxnRiskLevel(), addDTO.getAvgMonthTxnAmount(), addDTO.getDebitSingleMaxAmount(),
+            addDTO.getCreditSingleMaxAmount(), addDTO.getDebitDailyMaxAmount(), addDTO.getCreditDailyMaxAmount());
+        validateDuplicateAccountNo(addDTO.getAccountNo(), null);
+
+        CcdiAccountInfo accountInfo = new CcdiAccountInfo();
+        BeanUtils.copyProperties(addDTO, accountInfo);
+        int result = accountInfoMapper.insert(accountInfo);
+        syncAccountResult(accountInfo.getBankScope(), null, accountInfo.getAccountNo(), addDTO);
+        return result;
+    }
+
+    @Override
+    @Transactional
+    public int updateAccountInfo(CcdiAccountInfoEditDTO editDTO) {
+        normalizeEditDto(editDTO);
+        validateDto(editDTO.getOwnerType(), editDTO.getOwnerId(), editDTO.getAccountType(), editDTO.getBankScope(),
+            editDTO.getStatus(), editDTO.getEffectiveDate(), editDTO.getInvalidDate(), editDTO.getTxnFrequencyLevel(),
+            editDTO.getTxnRiskLevel(), editDTO.getAvgMonthTxnAmount(), editDTO.getDebitSingleMaxAmount(),
+            editDTO.getCreditSingleMaxAmount(), editDTO.getDebitDailyMaxAmount(), editDTO.getCreditDailyMaxAmount());
+
+        CcdiAccountInfo existing = accountInfoMapper.selectById(editDTO.getId());
+        if (existing == null) {
+            throw new RuntimeException("账户不存在");
+        }
+
+        validateDuplicateAccountNo(editDTO.getAccountNo(), editDTO.getId());
+
+        CcdiAccountInfo accountInfo = new CcdiAccountInfo();
+        BeanUtils.copyProperties(editDTO, accountInfo);
+        int result = accountInfoMapper.updateById(accountInfo);
+        syncAccountResult(accountInfo.getBankScope(), existing, accountInfo.getAccountNo(), editDTO);
+        return result;
+    }
+
+    @Override
+    @Transactional
+    public int deleteAccountInfoByIds(Long[] ids) {
+        List<CcdiAccountInfo> accountList = accountInfoMapper.selectBatchIds(Arrays.asList(ids));
+        if (!accountList.isEmpty()) {
+            List<String> accountNos = accountList.stream()
+                .map(CcdiAccountInfo::getAccountNo)
+                .filter(StringUtils::isNotEmpty)
+                .toList();
+            if (!accountNos.isEmpty()) {
+                LambdaQueryWrapper<CcdiAccountResult> resultWrapper = new LambdaQueryWrapper<>();
+                resultWrapper.in(CcdiAccountResult::getAccountNo, accountNos);
+                accountResultMapper.delete(resultWrapper);
+            }
+        }
+        return accountInfoMapper.deleteBatchIds(Arrays.asList(ids));
+    }
+
+    @Override
+    public List<CcdiAccountRelationOptionVO> selectRelationOptionsByStaffId(Long staffId) {
+        if (staffId == null) {
+            return List.of();
+        }
+        return accountInfoMapper.selectRelationOptionsByStaffId(staffId);
+    }
+
+    @Override
+    public List<CcdiAccountInfoExcel> selectAccountInfoListForExport(CcdiAccountInfoQueryDTO queryDTO) {
+        return accountInfoMapper.selectAccountInfoListForExport(queryDTO).stream().map(this::toExcel).toList();
+    }
+
+    @Override
+    @Transactional
+    public ImportResult importAccountInfo(List<CcdiAccountInfoExcel> excelList, boolean updateSupport) {
+        latestImportFailures.clear();
+        ImportResult result = new ImportResult();
+        result.setTotalCount(excelList.size());
+
+        int successCount = 0;
+        int rowNum = 1;
+        for (CcdiAccountInfoExcel excel : excelList) {
+            rowNum++;
+            try {
+                importSingleRow(excel, updateSupport);
+                successCount++;
+            } catch (Exception e) {
+                latestImportFailures.add(buildFailure(rowNum, excel, e.getMessage()));
+            }
+        }
+
+        result.setSuccessCount(successCount);
+        result.setFailureCount(latestImportFailures.size());
+        return result;
+    }
+
+    @Override
+    public List<AccountInfoImportFailureVO> getLatestImportFailures() {
+        return new ArrayList<>(latestImportFailures);
+    }
+
+    private void validateDto(String ownerType, String ownerId, String accountType, String bankScope, Integer status,
+                             java.util.Date effectiveDate, java.util.Date invalidDate, String txnFrequencyLevel,
+                             String txnRiskLevel, BigDecimal avgMonthTxnAmount, BigDecimal debitSingleMaxAmount,
+                             BigDecimal creditSingleMaxAmount, BigDecimal debitDailyMaxAmount,
+                             BigDecimal creditDailyMaxAmount) {
+        if (!OWNER_TYPES.contains(ownerType)) {
+            throw new RuntimeException("所属人类型不合法");
+        }
+        if (!ACCOUNT_TYPES.contains(accountType)) {
+            throw new RuntimeException("账户类型不合法");
+        }
+        if (!BANK_SCOPES.contains(bankScope)) {
+            throw new RuntimeException("账户范围不合法");
+        }
+        if (status == null || (status != 1 && status != 2)) {
+            throw new RuntimeException("状态不合法");
+        }
+        if (effectiveDate == null) {
+            throw new RuntimeException("生效日期不能为空");
+        }
+        if (invalidDate != null && invalidDate.before(effectiveDate)) {
+            throw new RuntimeException("失效日期不能早于生效日期");
+        }
+        if (StringUtils.isNotEmpty(txnFrequencyLevel) && !LEVELS.contains(txnFrequencyLevel)) {
+            throw new RuntimeException("频率等级不合法");
+        }
+        if (StringUtils.isNotEmpty(txnRiskLevel) && !LEVELS.contains(txnRiskLevel)) {
+            throw new RuntimeException("风险等级不合法");
+        }
+        validateAmount(avgMonthTxnAmount, "月均交易金额");
+        validateAmount(debitSingleMaxAmount, "借方单笔最高额");
+        validateAmount(creditSingleMaxAmount, "贷方单笔最高额");
+        validateAmount(debitDailyMaxAmount, "借方日累计最高额");
+        validateAmount(creditDailyMaxAmount, "贷方日累计最高额");
+        validateOwner(ownerType, ownerId);
+    }
+
+    private void validateOwner(String ownerType, String ownerId) {
+        if (StringUtils.isEmpty(ownerId)) {
+            if ("EXTERNAL".equals(ownerType) || "INTERMEDIARY".equals(ownerType)) {
+                throw new RuntimeException("证件号不能为空");
+            }
+            throw new RuntimeException("所属人不能为空");
+        }
+        if ("EXTERNAL".equals(ownerType) || "INTERMEDIARY".equals(ownerType)) {
+            return;
+        }
+        if ("EMPLOYEE".equals(ownerType)) {
+            LambdaQueryWrapper<CcdiBaseStaff> wrapper = new LambdaQueryWrapper<>();
+            wrapper.eq(CcdiBaseStaff::getIdCard, ownerId);
+            CcdiBaseStaff staff = baseStaffMapper.selectOne(wrapper);
+            if (staff == null) {
+                throw new RuntimeException("员工不存在");
+            }
+            return;
+        }
+        LambdaQueryWrapper<CcdiStaffFmyRelation> wrapper = new LambdaQueryWrapper<>();
+        wrapper.eq(CcdiStaffFmyRelation::getRelationCertNo, ownerId);
+        CcdiStaffFmyRelation relation = staffFmyRelationMapper.selectOne(wrapper);
+        if (relation == null) {
+            throw new RuntimeException("关系人不存在");
+        }
+    }
+
+    private void validateDuplicateAccountNo(String accountNo, Long excludeId) {
+        LambdaQueryWrapper<CcdiAccountInfo> wrapper = new LambdaQueryWrapper<>();
+        wrapper.eq(CcdiAccountInfo::getAccountNo, accountNo);
+        if (excludeId != null) {
+            wrapper.ne(CcdiAccountInfo::getId, excludeId);
+        }
+        if (accountInfoMapper.selectCount(wrapper) > 0) {
+            throw new RuntimeException("账户号码已存在");
+        }
+    }
+
+    private void syncAccountResult(String newBankScope, CcdiAccountInfo existing, String accountNo, Object dto) {
+        String oldBankScope = existing == null ? null : existing.getBankScope();
+        String oldAccountNo = existing == null ? null : existing.getAccountNo();
+
+        if (existing != null && "EXTERNAL".equals(oldBankScope)
+            && (!"EXTERNAL".equals(newBankScope) || !StringUtils.equals(oldAccountNo, accountNo))) {
+            LambdaQueryWrapper<CcdiAccountResult> deleteWrapper = new LambdaQueryWrapper<>();
+            deleteWrapper.eq(CcdiAccountResult::getAccountNo, oldAccountNo);
+            accountResultMapper.delete(deleteWrapper);
+        }
+
+        if (!"EXTERNAL".equals(newBankScope)) {
+            return;
+        }
+
+        LambdaQueryWrapper<CcdiAccountResult> wrapper = new LambdaQueryWrapper<>();
+        wrapper.eq(CcdiAccountResult::getAccountNo, accountNo);
+        CcdiAccountResult existingResult = accountResultMapper.selectOne(wrapper);
+
+        CcdiAccountResult accountResult = new CcdiAccountResult();
+        BeanUtils.copyProperties(dto, accountResult);
+        accountResult.setAccountNo(accountNo);
+        if (accountResult.getIsActualControl() == null) {
+            accountResult.setIsActualControl(1);
+        }
+        if (accountResult.getAvgMonthTxnCount() == null) {
+            accountResult.setAvgMonthTxnCount(0);
+        }
+        if (accountResult.getAvgMonthTxnAmount() == null) {
+            accountResult.setAvgMonthTxnAmount(BigDecimal.ZERO);
+        }
+        if (StringUtils.isEmpty(accountResult.getTxnFrequencyLevel())) {
+            accountResult.setTxnFrequencyLevel("MEDIUM");
+        }
+        if (StringUtils.isEmpty(accountResult.getTxnRiskLevel())) {
+            accountResult.setTxnRiskLevel("LOW");
+        }
+
+        if (existingResult == null) {
+            accountResultMapper.insert(accountResult);
+            return;
+        }
+
+        accountResult.setResultId(existingResult.getResultId());
+        accountResultMapper.updateById(accountResult);
+    }
+
+    private void validateAmount(BigDecimal amount, String fieldLabel) {
+        if (amount == null) {
+            return;
+        }
+        if (amount.compareTo(BigDecimal.ZERO) < 0) {
+            throw new RuntimeException(fieldLabel + "不能为负数");
+        }
+        if (amount.scale() > 2) {
+            throw new RuntimeException(fieldLabel + "最多保留2位小数");
+        }
+    }
+
+    private void normalizeAddDto(CcdiAccountInfoAddDTO addDTO) {
+        addDTO.setOwnerType(toUpper(addDTO.getOwnerType()));
+        addDTO.setAccountType(toUpper(addDTO.getAccountType()));
+        addDTO.setBankScope(toUpper(addDTO.getBankScope()));
+        addDTO.setCurrency(normalizeCurrency(addDTO.getCurrency()));
+        addDTO.setTxnFrequencyLevel(toUpper(addDTO.getTxnFrequencyLevel()));
+        addDTO.setTxnRiskLevel(toUpper(addDTO.getTxnRiskLevel()));
+        addDTO.setOwnerId(normalizeOwnerId(addDTO.getOwnerId()));
+    }
+
+    private void normalizeEditDto(CcdiAccountInfoEditDTO editDTO) {
+        editDTO.setOwnerType(toUpper(editDTO.getOwnerType()));
+        editDTO.setAccountType(toUpper(editDTO.getAccountType()));
+        editDTO.setBankScope(toUpper(editDTO.getBankScope()));
+        editDTO.setCurrency(normalizeCurrency(editDTO.getCurrency()));
+        editDTO.setTxnFrequencyLevel(toUpper(editDTO.getTxnFrequencyLevel()));
+        editDTO.setTxnRiskLevel(toUpper(editDTO.getTxnRiskLevel()));
+        editDTO.setOwnerId(normalizeOwnerId(editDTO.getOwnerId()));
+    }
+
+    private String normalizeCurrency(String currency) {
+        if (StringUtils.isEmpty(currency)) {
+            return "CNY";
+        }
+        return currency.trim().toUpperCase(Locale.ROOT);
+    }
+
+    private String toUpper(String value) {
+        if (StringUtils.isEmpty(value)) {
+            return value;
+        }
+        return value.trim().toUpperCase(Locale.ROOT);
+    }
+
+    private String normalizeOwnerId(String ownerId) {
+        if (StringUtils.isEmpty(ownerId)) {
+            return ownerId;
+        }
+        return ownerId.trim();
+    }
+
+    private CcdiAccountInfoExcel toExcel(CcdiAccountInfoVO vo) {
+        CcdiAccountInfoExcel excel = new CcdiAccountInfoExcel();
+        excel.setOwnerType(ownerTypeLabel(vo.getOwnerType()));
+        excel.setOwnerId(vo.getOwnerId());
+        excel.setAccountName(vo.getAccountName());
+        excel.setAccountNo(vo.getAccountNo());
+        excel.setAccountType(accountTypeLabel(vo.getAccountType()));
+        excel.setBankScope(bankScopeLabel(vo.getBankScope()));
+        excel.setOpenBank(vo.getOpenBank());
+        excel.setBankCode(vo.getBankCode());
+        excel.setCurrency(vo.getCurrency());
+        excel.setStatus(vo.getStatus() == null ? "" : (vo.getStatus() == 1 ? "正常" : "已销户"));
+        excel.setEffectiveDate(formatDate(vo.getEffectiveDate()));
+        excel.setInvalidDate(formatDate(vo.getInvalidDate()));
+        excel.setIsActualControl(formatYesNo(vo.getIsActualControl()));
+        excel.setAvgMonthTxnCount(vo.getAvgMonthTxnCount() == null ? "" : String.valueOf(vo.getAvgMonthTxnCount()));
+        excel.setAvgMonthTxnAmount(formatNumber(vo.getAvgMonthTxnAmount()));
+        excel.setTxnFrequencyLevel(StringUtils.isEmpty(vo.getTxnFrequencyLevel()) ? "" : vo.getTxnFrequencyLevel());
+        excel.setDebitSingleMaxAmount(formatNumber(vo.getDebitSingleMaxAmount()));
+        excel.setCreditSingleMaxAmount(formatNumber(vo.getCreditSingleMaxAmount()));
+        excel.setDebitDailyMaxAmount(formatNumber(vo.getDebitDailyMaxAmount()));
+        excel.setCreditDailyMaxAmount(formatNumber(vo.getCreditDailyMaxAmount()));
+        excel.setTxnRiskLevel(StringUtils.isEmpty(vo.getTxnRiskLevel()) ? "" : vo.getTxnRiskLevel());
+        return excel;
+    }
+
+    private void importSingleRow(CcdiAccountInfoExcel excel, boolean updateSupport) {
+        CcdiAccountInfo existing = findByAccountNo(excel.getAccountNo());
+        if (existing != null && !updateSupport) {
+            throw new RuntimeException("账户号码已存在，请勾选更新已存在数据后重试");
+        }
+
+        if (existing != null) {
+            CcdiAccountInfoEditDTO editDTO = toEditDto(existing.getId(), excel);
+            updateAccountInfo(editDTO);
+            return;
+        }
+
+        CcdiAccountInfoAddDTO addDTO = toAddDto(excel);
+        insertAccountInfo(addDTO);
+    }
+
+    private CcdiAccountInfoAddDTO toAddDto(CcdiAccountInfoExcel excel) {
+        CcdiAccountInfoAddDTO dto = new CcdiAccountInfoAddDTO();
+        dto.setOwnerType(parseOwnerType(excel.getOwnerType()));
+        dto.setOwnerId(normalizeOwnerId(excel.getOwnerId()));
+        dto.setAccountName(trimToNull(excel.getAccountName()));
+        dto.setAccountNo(trimToNull(excel.getAccountNo()));
+        dto.setAccountType(parseAccountType(excel.getAccountType()));
+        dto.setBankScope(parseBankScope(excel.getBankScope()));
+        dto.setOpenBank(trimToNull(excel.getOpenBank()));
+        dto.setBankCode(trimToNull(excel.getBankCode()));
+        dto.setCurrency(normalizeCurrency(excel.getCurrency()));
+        dto.setStatus(parseStatus(excel.getStatus()));
+        dto.setEffectiveDate(parseDateRequired(excel.getEffectiveDate(), "生效日期"));
+        dto.setInvalidDate(parseDateOptional(excel.getInvalidDate()));
+        dto.setIsActualControl(parseBooleanFlag(excel.getIsActualControl(), 1));
+        dto.setAvgMonthTxnCount(parseInteger(excel.getAvgMonthTxnCount()));
+        dto.setAvgMonthTxnAmount(parseDecimal(excel.getAvgMonthTxnAmount()));
+        dto.setTxnFrequencyLevel(parseLevel(excel.getTxnFrequencyLevel(), "频率等级"));
+        dto.setDebitSingleMaxAmount(parseDecimal(excel.getDebitSingleMaxAmount()));
+        dto.setCreditSingleMaxAmount(parseDecimal(excel.getCreditSingleMaxAmount()));
+        dto.setDebitDailyMaxAmount(parseDecimal(excel.getDebitDailyMaxAmount()));
+        dto.setCreditDailyMaxAmount(parseDecimal(excel.getCreditDailyMaxAmount()));
+        dto.setTxnRiskLevel(parseLevel(excel.getTxnRiskLevel(), "风险等级"));
+        return dto;
+    }
+
+    private CcdiAccountInfoEditDTO toEditDto(Long id, CcdiAccountInfoExcel excel) {
+        CcdiAccountInfoEditDTO dto = new CcdiAccountInfoEditDTO();
+        BeanUtils.copyProperties(toAddDto(excel), dto);
+        dto.setId(id);
+        return dto;
+    }
+
+    private CcdiAccountInfo findByAccountNo(String accountNo) {
+        LambdaQueryWrapper<CcdiAccountInfo> wrapper = new LambdaQueryWrapper<>();
+        wrapper.eq(CcdiAccountInfo::getAccountNo, trimToNull(accountNo));
+        return accountInfoMapper.selectOne(wrapper);
+    }
+
+    private AccountInfoImportFailureVO buildFailure(int rowNum, CcdiAccountInfoExcel excel, String errorMessage) {
+        AccountInfoImportFailureVO failure = new AccountInfoImportFailureVO();
+        failure.setRowNum(rowNum);
+        failure.setOwnerType(excel.getOwnerType());
+        failure.setOwnerId(excel.getOwnerId());
+        failure.setAccountNo(excel.getAccountNo());
+        failure.setErrorMessage(errorMessage);
+        return failure;
+    }
+
+    private String parseOwnerType(String value) {
+        String normalized = toUpper(value);
+        if ("员工".equals(value)) {
+            return "EMPLOYEE";
+        }
+        if ("员工关系人".equals(value)) {
+            return "RELATION";
+        }
+        if ("中介".equals(value)) {
+            return "INTERMEDIARY";
+        }
+        if ("外部人员".equals(value)) {
+            return "EXTERNAL";
+        }
+        return normalized;
+    }
+
+    private String parseAccountType(String value) {
+        String normalized = toUpper(value);
+        return switch (normalized) {
+            case "银行账户" -> "BANK";
+            case "证券账户" -> "SECURITIES";
+            case "支付账户" -> "PAYMENT";
+            case "其他" -> "OTHER";
+            default -> normalized;
+        };
+    }
+
+    private String parseBankScope(String value) {
+        String normalized = toUpper(value);
+        return switch (normalized) {
+            case "行内" -> "INTERNAL";
+            case "行外" -> "EXTERNAL";
+            default -> normalized;
+        };
+    }
+
+    private Integer parseStatus(String value) {
+        String normalized = trimToNull(value);
+        if (normalized == null) {
+            return null;
+        }
+        return switch (normalized) {
+            case "1", "正常" -> 1;
+            case "2", "已销户" -> 2;
+            default -> throw new RuntimeException("状态仅支持“正常/已销户”或“1/2”");
+        };
+    }
+
+    private Integer parseBooleanFlag(String value, Integer defaultValue) {
+        String normalized = trimToNull(value);
+        if (normalized == null) {
+            return defaultValue;
+        }
+        return switch (normalized) {
+            case "1", "是", "Y", "YES", "TRUE", "true" -> 1;
+            case "0", "否", "N", "NO", "FALSE", "false" -> 0;
+            default -> throw new RuntimeException("是否实控账户仅支持“是/否”或“1/0”");
+        };
+    }
+
+    private Integer parseInteger(String value) {
+        String normalized = trimToNull(value);
+        if (normalized == null) {
+            return null;
+        }
+        try {
+            return Integer.valueOf(normalized);
+        } catch (NumberFormatException e) {
+            throw new RuntimeException("月均交易笔数格式不正确");
+        }
+    }
+
+    private BigDecimal parseDecimal(String value) {
+        String normalized = trimToNull(value);
+        if (normalized == null) {
+            return null;
+        }
+        try {
+            return new BigDecimal(normalized);
+        } catch (NumberFormatException e) {
+            throw new RuntimeException("金额字段格式不正确");
+        }
+    }
+
+    private String parseLevel(String value, String fieldLabel) {
+        String normalized = toUpper(value);
+        if (StringUtils.isEmpty(normalized)) {
+            return null;
+        }
+        return switch (normalized) {
+            case "低", "LOW" -> "LOW";
+            case "中", "MEDIUM" -> "MEDIUM";
+            case "高", "HIGH" -> "HIGH";
+            default -> throw new RuntimeException(fieldLabel + "仅支持 LOW/MEDIUM/HIGH");
+        };
+    }
+
+    private Date parseDateRequired(String value, String fieldLabel) {
+        Date date = parseDateOptional(value);
+        if (date == null) {
+            throw new RuntimeException(fieldLabel + "不能为空");
+        }
+        return date;
+    }
+
+    private Date parseDateOptional(String value) {
+        String normalized = trimToNull(value);
+        if (normalized == null) {
+            return null;
+        }
+        try {
+            synchronized (DATE_FORMAT) {
+                return DATE_FORMAT.parse(normalized);
+            }
+        } catch (ParseException e) {
+            throw new RuntimeException("日期格式需为 yyyy-MM-dd");
+        }
+    }
+
+    private String trimToNull(String value) {
+        if (StringUtils.isEmpty(value)) {
+            return null;
+        }
+        return value.trim();
+    }
+
+    private String ownerTypeLabel(String value) {
+        return switch (value) {
+            case "EMPLOYEE" -> "员工";
+            case "RELATION" -> "员工关系人";
+            case "INTERMEDIARY" -> "中介";
+            case "EXTERNAL" -> "外部人员";
+            default -> value;
+        };
+    }
+
+    private String accountTypeLabel(String value) {
+        return switch (value) {
+            case "BANK" -> "银行账户";
+            case "SECURITIES" -> "证券账户";
+            case "PAYMENT" -> "支付账户";
+            case "OTHER" -> "其他";
+            default -> value;
+        };
+    }
+
+    private String bankScopeLabel(String value) {
+        return switch (value) {
+            case "INTERNAL" -> "行内";
+            case "EXTERNAL" -> "行外";
+            default -> value;
+        };
+    }
+
+    private String formatYesNo(Integer value) {
+        if (value == null) {
+            return "";
+        }
+        return value == 1 ? "是" : "否";
+    }
+
+    private String formatDate(Date value) {
+        if (value == null) {
+            return "";
+        }
+        synchronized (DATE_FORMAT) {
+            return DATE_FORMAT.format(value);
+        }
+    }
+
+    private String formatNumber(Number value) {
+        return value == null ? "" : String.valueOf(value);
+    }
+}

ccdi-info-collection/src/main/resources/mapper/info/collection/CcdiAccountInfoMapper.xml

@@ -0,0 +1,168 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<!DOCTYPE mapper
+        PUBLIC "-//mybatis.org//DTD Mapper 3.0//EN"
+        "http://mybatis.org/dtd/mybatis-3-mapper.dtd">
+<mapper namespace="com.ruoyi.info.collection.mapper.CcdiAccountInfoMapper">
+
+    <resultMap id="CcdiAccountInfoVOResult" type="com.ruoyi.info.collection.domain.vo.CcdiAccountInfoVO">
+        <id property="id" column="id"/>
+        <result property="ownerType" column="ownerType"/>
+        <result property="ownerId" column="ownerId"/>
+        <result property="staffId" column="staffId"/>
+        <result property="staffName" column="staffName"/>
+        <result property="relationId" column="relationId"/>
+        <result property="relationType" column="relationType"/>
+        <result property="relationName" column="relationName"/>
+        <result property="relationCertNo" column="relationCertNo"/>
+        <result property="accountNo" column="accountNo"/>
+        <result property="accountType" column="accountType"/>
+        <result property="bankScope" column="bankScope"/>
+        <result property="accountName" column="accountName"/>
+        <result property="openBank" column="openBank"/>
+        <result property="bankCode" column="bankCode"/>
+        <result property="currency" column="currency"/>
+        <result property="status" column="status"/>
+        <result property="effectiveDate" column="effectiveDate"/>
+        <result property="invalidDate" column="invalidDate"/>
+        <result property="isActualControl" column="isActualControl"/>
+        <result property="avgMonthTxnCount" column="avgMonthTxnCount"/>
+        <result property="avgMonthTxnAmount" column="avgMonthTxnAmount"/>
+        <result property="txnFrequencyLevel" column="txnFrequencyLevel"/>
+        <result property="debitSingleMaxAmount" column="debitSingleMaxAmount"/>
+        <result property="creditSingleMaxAmount" column="creditSingleMaxAmount"/>
+        <result property="debitDailyMaxAmount" column="debitDailyMaxAmount"/>
+        <result property="creditDailyMaxAmount" column="creditDailyMaxAmount"/>
+        <result property="txnRiskLevel" column="txnRiskLevel"/>
+        <result property="createBy" column="createBy"/>
+        <result property="createTime" column="createTime"/>
+        <result property="updateBy" column="updateBy"/>
+        <result property="updateTime" column="updateTime"/>
+    </resultMap>
+
+    <sql id="AccountInfoSelectColumns">
+        ai.account_id AS id,
+        ai.owner_type AS ownerType,
+        ai.owner_id AS ownerId,
+        CASE
+            WHEN ai.owner_type = 'EMPLOYEE' THEN bs.staff_id
+            WHEN ai.owner_type = 'RELATION' THEN bsRel.staff_id
+            ELSE NULL
+        END AS staffId,
+        CASE
+            WHEN ai.owner_type = 'EMPLOYEE' THEN bs.name
+            WHEN ai.owner_type = 'RELATION' THEN bsRel.name
+            ELSE NULL
+        END AS staffName,
+        CASE WHEN ai.owner_type = 'RELATION' THEN fr.id ELSE NULL END AS relationId,
+        CASE WHEN ai.owner_type = 'RELATION' THEN fr.relation_type ELSE NULL END AS relationType,
+        CASE WHEN ai.owner_type = 'RELATION' THEN fr.relation_name ELSE NULL END AS relationName,
+        CASE WHEN ai.owner_type = 'RELATION' THEN fr.relation_cert_no ELSE NULL END AS relationCertNo,
+        ai.account_no AS accountNo,
+        ai.account_type AS accountType,
+        ai.bank_scope AS bankScope,
+        ai.account_name AS accountName,
+        ai.bank AS openBank,
+        ai.bank_code AS bankCode,
+        ai.currency AS currency,
+        ai.status AS status,
+        ai.effective_date AS effectiveDate,
+        ai.invalid_date AS invalidDate,
+        ar.is_self_account AS isActualControl,
+        ar.monthly_avg_trans_count AS avgMonthTxnCount,
+        ar.monthly_avg_trans_amount AS avgMonthTxnAmount,
+        ar.trans_freq_type AS txnFrequencyLevel,
+        ar.dr_max_single_amount AS debitSingleMaxAmount,
+        ar.cr_max_single_amount AS creditSingleMaxAmount,
+        ar.dr_max_daily_amount AS debitDailyMaxAmount,
+        ar.cr_max_daily_amount AS creditDailyMaxAmount,
+        ar.trans_risk_level AS txnRiskLevel,
+        ai.create_by AS createBy,
+        ai.create_time AS createTime,
+        ai.update_by AS updateBy,
+        ai.update_time AS updateTime
+    </sql>
+
+    <sql id="AccountInfoWhereClause">
+        WHERE 1 = 1
+        <if test="query.staffName != null and query.staffName != ''">
+            AND (
+                (ai.owner_type = 'EMPLOYEE' AND bs.name LIKE CONCAT('%', #{query.staffName}, '%'))
+                OR
+                (ai.owner_type = 'RELATION' AND bsRel.name LIKE CONCAT('%', #{query.staffName}, '%'))
+            )
+        </if>
+        <if test="query.ownerType != null and query.ownerType != ''">
+            AND ai.owner_type = #{query.ownerType}
+        </if>
+        <if test="query.bankScope != null and query.bankScope != ''">
+            AND ai.bank_scope = #{query.bankScope}
+        </if>
+        <if test="query.relationType != null and query.relationType != ''">
+            AND fr.relation_type = #{query.relationType}
+        </if>
+        <if test="query.accountName != null and query.accountName != ''">
+            AND ai.account_name LIKE CONCAT('%', #{query.accountName}, '%')
+        </if>
+        <if test="query.accountType != null and query.accountType != ''">
+            AND ai.account_type = #{query.accountType}
+        </if>
+        <if test="query.isActualControl != null">
+            AND ar.is_self_account = #{query.isActualControl}
+        </if>
+        <if test="query.riskLevel != null and query.riskLevel != ''">
+            AND ar.trans_risk_level = #{query.riskLevel}
+        </if>
+        <if test="query.status != null">
+            AND ai.status = #{query.status}
+        </if>
+    </sql>
+
+    <select id="selectAccountInfoPage" resultMap="CcdiAccountInfoVOResult">
+        SELECT
+        <include refid="AccountInfoSelectColumns"/>
+        FROM ccdi_account_info ai
+        LEFT JOIN ccdi_account_result ar ON ai.account_no = ar.account_no
+        LEFT JOIN ccdi_base_staff bs ON ai.owner_type = 'EMPLOYEE' AND ai.owner_id = bs.id_card
+        LEFT JOIN ccdi_staff_fmy_relation fr ON ai.owner_type = 'RELATION' AND ai.owner_id = fr.relation_cert_no
+        LEFT JOIN ccdi_base_staff bsRel ON fr.person_id = bsRel.id_card
+        <include refid="AccountInfoWhereClause"/>
+        ORDER BY ai.update_time DESC, ai.account_id DESC
+    </select>
+
+    <select id="selectAccountInfoListForExport" resultMap="CcdiAccountInfoVOResult">
+        SELECT
+        <include refid="AccountInfoSelectColumns"/>
+        FROM ccdi_account_info ai
+        LEFT JOIN ccdi_account_result ar ON ai.account_no = ar.account_no
+        LEFT JOIN ccdi_base_staff bs ON ai.owner_type = 'EMPLOYEE' AND ai.owner_id = bs.id_card
+        LEFT JOIN ccdi_staff_fmy_relation fr ON ai.owner_type = 'RELATION' AND ai.owner_id = fr.relation_cert_no
+        LEFT JOIN ccdi_base_staff bsRel ON fr.person_id = bsRel.id_card
+        <include refid="AccountInfoWhereClause"/>
+        ORDER BY ai.update_time DESC, ai.account_id DESC
+    </select>
+
+    <select id="selectAccountInfoById" resultMap="CcdiAccountInfoVOResult">
+        SELECT
+        <include refid="AccountInfoSelectColumns"/>
+        FROM ccdi_account_info ai
+        LEFT JOIN ccdi_account_result ar ON ai.account_no = ar.account_no
+        LEFT JOIN ccdi_base_staff bs ON ai.owner_type = 'EMPLOYEE' AND ai.owner_id = bs.id_card
+        LEFT JOIN ccdi_staff_fmy_relation fr ON ai.owner_type = 'RELATION' AND ai.owner_id = fr.relation_cert_no
+        LEFT JOIN ccdi_base_staff bsRel ON fr.person_id = bsRel.id_card
+        WHERE ai.account_id = #{id}
+    </select>
+
+    <select id="selectRelationOptionsByStaffId" resultType="com.ruoyi.info.collection.domain.vo.CcdiAccountRelationOptionVO">
+        SELECT
+            fr.id,
+            fr.relation_name AS relationName,
+            fr.relation_type AS relationType,
+            fr.relation_cert_no AS relationCertNo
+        FROM ccdi_staff_fmy_relation fr
+        INNER JOIN ccdi_base_staff bs ON fr.person_id = bs.id_card
+        WHERE bs.staff_id = #{staffId}
+          AND fr.is_emp_family = 1
+          AND fr.status = 1
+        ORDER BY fr.id DESC
+    </select>
+</mapper>

ccdi-info-collection/src/main/resources/mapper/info/collection/CcdiBaseStaffMapper.xml

@@ -86,6 +86,7 @@
             e.staff_id,
             e.name,
             e.dept_id,
+            e.id_card,
             d.dept_name
         FROM ccdi_base_staff e
         LEFT JOIN sys_dept d ON e.dept_id = d.dept_id

docs/plans/fullstack/2026-04-10-account-library-handoff.md

@@ -0,0 +1,96 @@
+# 账户库管理交接记录
+
+日期：2026-04-10
+
+## 当前状态
+
+- 前端原型页：`ruoyi-ui/src/views/ccdiAccountInfoPrototype/index.vue`
+- 本地预览路由：`/ccdiAccountInfo`
+- 原型页入口路由：`/prototype/account-library`
+- 当前截图：`docs/plans/fullstack/account-library-preview-2026-04-10.png`
+- 真实数据库：`ccdi.ccdi_account_info`、`ccdi.ccdi_account_result`
+- 当前实现仍是前端静态原型，尚未接真实后端接口。
+
+## 本次已落地
+
+1. `ccdi_account_info` 已新增字段：
+   - 字段名：`bank_scope`
+   - 类型：`VARCHAR(20) NOT NULL DEFAULT 'INTERNAL'`
+   - 含义：`INTERNAL-行内，EXTERNAL-行外`
+   - 当前已有 21 条账户数据均为 `INTERNAL`
+
+2. `ccdi_account_result.trans_risk_level` 默认值已改为 `LOW`。
+
+3. 前端原型已恢复“账户范围”：
+   - 查询区支持按“行内/行外”筛选
+   - 表格展示“账户范围”
+   - 新增/编辑弹窗可选择“账户范围”
+   - 行内账户的分析信息默认只展示，语义上由 T+1 自动同步维护
+   - 行外账户的分析信息允许手工维护
+
+4. 前端原型兼容当前数据库 `account_type = DEBIT` 的老数据：
+   - `DEBIT` 展示为“借记卡账户”
+   - 仍保留 `BANK`、`SECURITIES`、`PAYMENT`、`OTHER` 作为后续扩展选项
+
+5. 关系类型口径已按员工亲属关系统一为：
+   - 配偶、父亲、母亲、子女、兄弟姐妹、朋友、同事、其他
+
+## 字段对应
+
+### `ccdi_account_info`
+
+| 页面字段 | 前端字段 | 数据库字段 | 说明 |
+| --- | --- | --- | --- |
+| 账户号码 | `accountNo` | `account_no` | 账号 |
+| 账户类型 | `accountType` | `account_type` | 当前库里有 `DEBIT` |
+| 账户范围 | `bankScope` | `bank_scope` | `INTERNAL` 行内，`EXTERNAL` 行外 |
+| 账户姓名 | `accountName` | `account_name` | 账户户名/所属姓名 |
+| 所属人类型 | `ownerType` | `owner_type` | 员工、员工关系人、外部人员 |
+| 所属人标识 | `staffId` / `relationId` | `owner_id` | 后续接口需按类型取值 |
+| 开户机构 | `openBank` | `bank` | 开户行/机构 |
+| 银行代码 | `bankCode` | `bank_code` | 机构代码 |
+| 币种 | `currency` | `currency` | 默认 `CNY` |
+| 状态 | `status` | `status` | `1` 正常，`2` 已销户 |
+| 生效日期 | `effectiveDate` | `effective_date` | 开户/生效日期 |
+| 失效日期 | `invalidDate` | `invalid_date` | 销户/失效日期 |
+
+### `ccdi_account_result`
+
+| 页面字段 | 前端字段 | 数据库字段 | 说明 |
+| --- | --- | --- | --- |
+| 是否实控账户 | `isActualControl` | `is_self_account` | `1` 是，`0` 否 |
+| 月均交易笔数 | `avgMonthTxnCount` | `monthly_avg_trans_count` | 交易画像 |
+| 月均交易金额 | `avgMonthTxnAmount` | `monthly_avg_trans_amount` | 交易画像 |
+| 频率等级 | `txnFrequencyLevel` | `trans_freq_type` | `LOW`、`MEDIUM`、`HIGH` |
+| 借方单笔最高额 | `debitSingleMaxAmount` | `dr_max_single_amount` | 交易画像 |
+| 贷方单笔最高额 | `creditSingleMaxAmount` | `cr_max_single_amount` | 交易画像 |
+| 借方日累计最高额 | `debitDailyMaxAmount` | `dr_max_daily_amount` | 交易画像 |
+| 贷方日累计最高额 | `creditDailyMaxAmount` | `cr_max_daily_amount` | 交易画像 |
+| 风险等级 | `txnRiskLevel` | `trans_risk_level` | 默认 `LOW` |
+
+## 后端同步判断
+
+仓库里当前没有找到已成型的 `CcdiAccountInfo` 后端 Controller、Entity、Mapper、Service 或前端 API 文件，所以本次没有强行新建完整后端 CRUD。
+
+后续如果正式接后端接口，需要同步增加：
+
+- Entity/DTO/VO 字段：`bankScope`
+- Mapper XML 或 MyBatis Plus 查询条件：支持 `bank_scope`
+- 新增/编辑接口：写入 `bank_scope`
+- 列表接口：返回 `bank_scope`
+- 行内账户：分析结果从同步任务/T+1结果表维护
+- 行外账户：允许页面写入或更新 `ccdi_account_result`
+
+## 本地启动说明
+
+前端可以在 `ruoyi-ui` 下启动：
+
+```bash
+npm run dev
+```
+
+当前环境里没有检测到 `java`、`mvn`、`mvnw`，所以这台机器不能直接用命令启动后端。后端正常需要 Java 21 和 Maven，然后启动端口按配置是 `62318`。
+
+## 明天切换对话可以这样说
+
+继续做 `C:\Users\20696\Desktop\初核\ccdi` 这个仓库的“账户库管理”。请先阅读 `docs/plans/fullstack/2026-04-10-account-library-handoff.md`，然后检查以下本地改动：前端原型 `ruoyi-ui/src/views/ccdiAccountInfoPrototype/index.vue`、路由 `ruoyi-ui/src/router/index.js`、白名单 `ruoyi-ui/src/permission.js`、关系枚举 `ccdi-info-collection/src/main/java/com/ruoyi/info/collection/enums/RelationType.java`、SQL 脚本 `sql/migration/2026-04-10-split-ccdi-account-info.sql`。数据库 `ccdi_account_info` 已新增 `bank_scope`，`ccdi_account_result.trans_risk_level` 默认值已是 `LOW`。下一步优先判断是否要做真实后端 CRUD/API 联调，而不是继续只改静态原型。

docs/tests/plans/2026-04-14-account-library-acceptance-checklist.md

@@ -0,0 +1,219 @@
+# 账户库管理验收清单
+
+## 1. 验收目标
+
+确认“账户库管理”页面已满足本轮最小闭环范围，包含：
+
+- 菜单可见
+- 页面可打开
+- 列表查询正常
+- 新增、编辑、删除正常
+- 导入、导出正常
+- 导入模板可下载
+- 字段口径与数据库一致
+- 页面样式与其他“信息维护”页面保持一致
+
+## 2. 验收前提
+
+验收前需先确认：
+
+- 前端服务已启动
+- 后端服务已启动
+- Redis 可连接
+- 数据库使用开发库 `116.62.17.81:3307/ccdi`
+- 当前账号具备“账户库管理”菜单与按钮权限
+
+建议验收入口：
+
+- 菜单入口：`信息维护 -> 账户库管理`
+- 路由入口：`/maintain/accountInfo`
+
+## 3. 基础可用性验收
+
+### 3.1 菜单与路由
+
+- [ ] 左侧“信息维护”下可见“账户库管理”
+- [ ] 点击“账户库管理”可正常进入页面
+- [ ] 页面打开后无白屏、无 404、无 `No static resource`
+- [ ] 页面刷新后仍可正常进入
+
+### 3.2 页面样式
+
+- [ ] 页面背景、卡片、表头颜色与其他“信息维护”页面一致
+- [ ] 页面顶部不再显示“信息维护 / 账户库管理”说明卡片
+- [ ] 搜索区、工具栏、表格、分页布局正常
+- [ ] 右上角搜索折叠工具栏可正常使用
+
+## 4. 查询列表验收
+
+### 4.1 列表展示
+
+- [ ] 页面默认可加载账户列表
+- [ ] 表格列显示完整，无错位、无遮挡
+- [ ] 列表包含“证件号”列
+- [ ] “所属人类型”列能正确显示：员工、员工关系人、中介、外部人员
+- [ ] “账户类型”列能正确显示：银行账户、证券账户、支付账户、其他
+- [ ] “账户范围”列能正确显示：行内、行外
+- [ ] 风险等级、频率等级、状态色块显示正常
+
+### 4.2 查询条件
+
+- [ ] “所属人类型”筛选在最前面
+- [ ] 可按员工姓名查询
+- [ ] 可按账户范围查询
+- [ ] 可按关系类型查询
+- [ ] 可按账户姓名查询
+- [ ] 可按账户类型查询
+- [ ] 可按是否实控查询
+- [ ] 可按风险等级查询
+- [ ] 可按状态查询
+- [ ] “搜索”后结果正确
+- [ ] “重置”后条件恢复默认
+
+## 5. 新增验收
+
+### 5.1 新增弹窗
+
+- [ ] 点击“新增”可打开弹窗
+- [ ] 弹窗内“所属人类型”可选：员工、员工关系人、中介、外部人员
+- [ ] 默认新增账户范围为“行外”
+- [ ] 账户类型下拉仅有：
+  - [ ] `BANK`
+  - [ ] `SECURITIES`
+  - [ ] `PAYMENT`
+  - [ ] `OTHER`
+
+### 5.2 所属人逻辑
+
+- [ ] 选择“员工”时，可选择员工姓名
+- [ ] 选择“员工”后可自动带出证件号
+- [ ] 选择“员工关系人”时，可先选员工，再选关系人
+- [ ] 选择“员工关系人”后可自动带出关系类型、关系人证件号
+- [ ] 选择“中介”时，可手工录入中介名称和证件号
+- [ ] 选择“外部人员”时，可手工录入姓名和证件号
+
+### 5.3 保存验证
+
+- [ ] 必填项为空时有校验提示
+- [ ] 保存成功后列表可看到新增数据
+- [ ] 刷新页面后新增数据仍存在
+
+## 6. 编辑验收
+
+- [ ] 点击“编辑”可打开已有记录
+- [ ] 已有字段可正确回显
+- [ ] 可修改基础信息并保存成功
+- [ ] 保存后列表显示更新内容
+- [ ] 刷新页面后修改结果仍存在
+
+## 7. 删除验收
+
+- [ ] 点击“删除”有确认提示
+- [ ] 确认删除后提示成功
+- [ ] 删除后列表不再显示该数据
+- [ ] 刷新页面后该数据仍已删除
+
+## 8. 详情验收
+
+- [ ] 点击“详情”可打开只读弹窗
+- [ ] 基础信息、归属信息、分析信息都可查看
+- [ ] 详情弹窗内字段与列表、数据库保持一致
+
+## 9. 批量维护验收
+
+### 9.1 工具栏能力
+
+- [ ] 页面工具栏包含“导入”“导出”按钮
+- [ ] 按钮风格、位置与其他“信息维护”页面一致
+- [ ] 权限控制正常，无权限时按钮不显示
+
+### 9.2 导入功能
+
+- [ ] 点击“导入”可打开上传弹窗
+- [ ] 点击“下载模板”可下载 Excel 模板
+- [ ] 上传合法模板后可返回导入结果
+- [ ] 导入成功后页面列表可看到更新结果
+
+### 9.3 导出功能
+
+- [ ] 点击“导出”可按当前筛选条件导出 Excel
+- [ ] 导出文件可正常打开
+- [ ] 导出列与页面口径一致
+
+## 10. 数据口径验收
+
+### 9.1 页面与数据库字段映射
+
+- [ ] `ccdi_account_info.account_id -> 页面主键 id`
+- [ ] `ccdi_account_info.owner_type -> 所属人类型`
+- [ ] `ccdi_account_info.owner_id -> 证件号`
+- [ ] `ccdi_account_info.account_no -> 账户号码`
+- [ ] `ccdi_account_info.account_type -> 账户类型`
+- [ ] `ccdi_account_info.bank_scope -> 账户范围`
+- [ ] `ccdi_account_info.account_name -> 账户姓名`
+- [ ] `ccdi_account_info.bank -> 开户机构`
+- [ ] `ccdi_account_info.bank_code -> 银行代码`
+- [ ] `ccdi_account_info.currency -> 币种`
+- [ ] `ccdi_account_info.status -> 状态`
+- [ ] `ccdi_account_info.effective_date -> 生效日期`
+- [ ] `ccdi_account_info.invalid_date -> 失效日期`
+- [ ] `ccdi_account_result.is_self_account -> 是否实控账户`
+- [ ] `ccdi_account_result.monthly_avg_trans_count -> 月均交易笔数`
+- [ ] `ccdi_account_result.monthly_avg_trans_amount -> 月均交易金额`
+- [ ] `ccdi_account_result.trans_freq_type -> 频率等级`
+- [ ] `ccdi_account_result.trans_risk_level -> 风险等级`
+
+### 9.2 当前口径确认
+
+- [ ] `owner_id` 口径为“证件号”
+- [ ] `owner_type` 仅有：`EMPLOYEE / RELATION / INTERMEDIARY / EXTERNAL`
+- [ ] `account_type` 仅有：`BANK / SECURITIES / PAYMENT / OTHER`
+- [ ] 行内账户分析信息只读
+- [ ] 行外账户分析信息支持人工维护
+
+## 11. 测试数据验收
+
+建议至少核对以下场景各 1 条：
+
+- [ ] 员工 + 银行账户 + 行外
+- [ ] 员工关系人 + 证券账户 + 行外
+- [ ] 中介 + 支付账户 + 行外
+- [ ] 外部人员 + 其他账户 + 行外
+
+建议重点核对：
+
+- [ ] 中介支付账户账号表现为手机号样式
+- [ ] 证件号列显示正确
+- [ ] 不存在本轮新增测试数据被重复插入两次的情况
+
+## 12. 异常与兼容性验收
+
+- [ ] 后端不可用时，前端错误提示可理解
+- [ ] 页面没有明显控制台报错
+- [ ] 分页切换正常
+- [ ] 搜索后再点详情/编辑不报错
+- [ ] 移动端窄屏下页面不出现严重错位
+
+## 13. 本轮验收结论
+
+### 12.1 验收结果
+
+- [ ] 通过
+- [ ] 有问题需整改
+
+### 12.2 问题记录
+
+| 序号 | 问题描述 | 严重程度 | 是否已修复 | 备注 |
+|---|---|---|---|---|
+| 1 |  |  |  |  |
+| 2 |  |  |  |  |
+| 3 |  |  |  |  |
+
+### 12.3 验收签字
+
+| 角色 | 姓名 | 日期 | 结果 |
+|---|---|---|---|
+| 业务验收 |  |  |  |
+| 产品/需求 |  |  |  |
+| 开发确认 |  |  |  |
+| 测试确认 |  |  |  |

docs/tests/records/2026-04-14-account-library-acceptance-record.md

@@ -0,0 +1,119 @@
+# 账户库管理验收记录
+
+## 验收时间
+
+- 日期：2026-04-14
+- 验收方式：代码检查 + 数据库核对 + 页面在线验收 + 真实接口联调
+
+## 验收结论
+
+本轮“账户库管理”页面已完成最小闭环与批量维护能力验收，字段口径、菜单挂载、批量导入导出、测试数据、页面收口均已完成，正式页联调通过。
+
+## 已通过项
+
+### 1. 页面与样式
+
+- 已删除顶部“信息维护 / 账户库管理”说明卡片
+- 页面背景、主卡片、表头样式已收回到信息维护页常见灰白体系
+- 已补 `right-toolbar`
+- 搜索区域支持显隐
+- 工具栏、操作列风格已向若依现有页面对齐
+- 页面工具栏已补“导入”“导出”按钮，风格与中介库等页面保持一致
+
+### 2. 字段口径
+
+- `owner_id` 已按“证件号”口径处理
+- `owner_type` 仅支持：
+  - `EMPLOYEE`
+  - `RELATION`
+  - `INTERMEDIARY`
+  - `EXTERNAL`
+- `account_type` 仅支持：
+  - `BANK`
+  - `SECURITIES`
+  - `PAYMENT`
+  - `OTHER`
+- 新增默认账户范围为“行外”
+- 列表已展示“证件号”列
+- 所属人类型筛选已移动到最前面
+
+### 3. 批量维护能力
+
+- 已补导入模板下载接口：`POST /ccdi/accountInfo/importTemplate`
+- 已补导入接口：`POST /ccdi/accountInfo/importData`
+- 已补导出接口：`POST /ccdi/accountInfo/export`
+- 已补按钮权限：
+  - `ccdi:accountInfo:import`
+  - `ccdi:accountInfo:export`
+- 已补管理员角色菜单授权
+
+本次在线验收结果：
+
+- 导入模板下载成功，生成文件：`logs/account-info-import-template-check.xlsx`
+- 导出成功，生成文件：`logs/account-info-export-check.xlsx`
+- 合法导入样例成功，结果为“共 1 条，成功 1 条，失败 0 条”
+- 非法导入样例会在导入结果中提示失败数量，失败原因校验正常
+
+### 4. 数据与测试样例
+
+已核对本轮补充的 4 条测试数据，且未重复插入：
+
+| account_id | owner_type | owner_id | account_no | account_type | bank_scope |
+|---|---|---|---|---|---|
+| 30 | RELATION | 330101199104010101 | ZQ330101199104010101 | SECURITIES | EXTERNAL |
+| 31 | INTERMEDIARY | 330101197901010055 | 13700000035 | PAYMENT | EXTERNAL |
+| 32 | EXTERNAL | 91330100EXT20260413 | wx-ext-20260413-001 | OTHER | EXTERNAL |
+| 33 | EMPLOYEE | 330101199001010001 | 622202440000010001 | BANK | EXTERNAL |
+
+补充说明：
+
+- `account_no` 维度未发现本轮测试数据重复插入
+- 页面中“看起来重复”的旧数据，主要来自历史库里原本存在的同人多卡记录
+
+### 5. 菜单与权限
+
+- 已补菜单 SQL：`sql/migration/2026-04-13-add-ccdi-account-info-menu.sql`
+- 前端已补按钮权限：
+  - `ccdi:accountInfo:add`
+  - `ccdi:accountInfo:edit`
+  - `ccdi:accountInfo:remove`
+  - `ccdi:accountInfo:import`
+  - `ccdi:accountInfo:export`
+
+### 6. 真实联调结果
+
+本次已在正式页完成真实联调，结果如下：
+
+- `/ccdi/accountInfo/list` 可正常返回真实库数据
+- 详情接口可用
+- 新增接口可用
+- 编辑接口可用
+- 删除接口可用
+- 导入模板接口可用
+- 导入接口可用
+- 导出接口可用
+- `ccdi_account_info` 与 `ccdi_account_result` 联表映射正确
+
+## 当前可查看页面
+
+当前正式页已可访问：
+
+- `http://localhost/maintain/accountInfo`
+
+说明：
+
+- 此地址为“真前端 + 真后端 + 真数据库”联调页
+- 页面当前显示的账户数据为开发库真实数据
+- 可继续用于业务验收
+
+## 最终判断
+
+- 页面功能验收：通过
+- 数据口径验收：通过
+- 批量维护验收：通过
+- 真实联调环境验收：通过
+
+## 建议下一步
+
+1. 由业务侧继续在线验收页面与数据口径
+2. 如后续确认需要，再继续补导入模板说明或批量校验规则优化

ruoyi-ui/src/api/ccdiAccountInfo.js

@@ -0,0 +1,62 @@
+import request from '@/utils/request'
+
+// 查询账户库列表
+export function listAccountInfo(query) {
+  return request({
+    url: '/ccdi/accountInfo/list',
+    method: 'get',
+    params: query
+  })
+}
+
+// 查询账户库详情
+export function getAccountInfo(id) {
+  return request({
+    url: '/ccdi/accountInfo/' + id,
+    method: 'get'
+  })
+}
+
+// 新增账户
+export function addAccountInfo(data) {
+  return request({
+    url: '/ccdi/accountInfo',
+    method: 'post',
+    data
+  })
+}
+
+// 修改账户
+export function updateAccountInfo(data) {
+  return request({
+    url: '/ccdi/accountInfo',
+    method: 'put',
+    data
+  })
+}
+
+// 删除账户
+export function delAccountInfo(ids) {
+  return request({
+    url: '/ccdi/accountInfo/' + ids,
+    method: 'delete'
+  })
+}
+
+// 查询员工下拉
+export function listAccountStaffOptions(query) {
+  return request({
+    url: '/ccdi/accountInfo/staffOptions',
+    method: 'get',
+    params: { query }
+  })
+}
+
+// 查询关系人下拉
+export function listAccountRelationOptions(staffId) {
+  return request({
+    url: '/ccdi/accountInfo/relationOptions',
+    method: 'get',
+    params: { staffId }
+  })
+}

ruoyi-ui/src/permission.js

@@ -9,7 +9,7 @@ import { isRelogin } from '@/utils/request'
 
 NProgress.configure({ showSpinner: false })
 
-const whiteList = ['/login', '/register']
+const whiteList = ['/login', '/register', '/prototype/account-library']
 
 const isWhiteList = (path) => {
   return whiteList.some(pattern => isPathMatch(pattern, path))

ruoyi-ui/src/router/index.js

@@ -77,6 +77,20 @@ export const constantRoutes = [
         name: 'ProjectDetail',
         hidden: true,
         meta: { title: '项目详情', noCache: true }
+      },
+      {
+        path: 'prototype/account-library',
+        component: () => import('@/views/ccdiAccountInfoPrototype/index'),
+        name: 'AccountLibraryPrototype',
+        hidden: true,
+        meta: { title: '账户库管理原型', noCache: true }
+      },
+      {
+        path: 'ccdiAccountInfo',
+        component: () => import('@/views/ccdiAccountInfo/index'),
+        name: 'CcdiAccountInfo',
+        hidden: true,
+        meta: { title: '账户库管理', noCache: true }
       }
     ]
   },

ruoyi-ui/src/views/ccdiAccountInfo/index.vue

@@ -0,0 +1,903 @@
+<template>
+  <div class="app-container account-page">
+    <div class="board">
+      <el-form
+        v-show="showSearch"
+        ref="queryForm"
+        :model="queryParams"
+        size="small"
+        :inline="true"
+        class="query-form"
+        label-width="96px"
+      >
+        <el-form-item label="所属人类型">
+          <el-select v-model="queryParams.ownerType" placeholder="请选择所属人类型" clearable style="width: 180px">
+            <el-option label="员工" value="EMPLOYEE" />
+            <el-option label="员工关系人" value="RELATION" />
+            <el-option label="中介" value="INTERMEDIARY" />
+            <el-option label="外部人员" value="EXTERNAL" />
+          </el-select>
+        </el-form-item>
+        <el-form-item label="员工姓名">
+          <el-input v-model="queryParams.staffName" placeholder="请输入员工姓名" clearable style="width: 220px" @keyup.enter.native="handleQuery" />
+        </el-form-item>
+        <el-form-item label="账户范围">
+          <el-select v-model="queryParams.bankScope" placeholder="请选择账户范围" clearable style="width: 160px">
+            <el-option label="行内" value="INTERNAL" />
+            <el-option label="行外" value="EXTERNAL" />
+          </el-select>
+        </el-form-item>
+        <el-form-item label="关系类型">
+          <el-select v-model="queryParams.relationType" placeholder="请选择关系类型" clearable style="width: 180px">
+            <el-option v-for="item in relationTypeOptions" :key="item" :label="item" :value="item" />
+          </el-select>
+        </el-form-item>
+        <el-form-item label="账户姓名">
+          <el-input v-model="queryParams.accountName" placeholder="请输入账户姓名" clearable style="width: 220px" @keyup.enter.native="handleQuery" />
+        </el-form-item>
+        <el-form-item label="账户类型">
+          <el-select v-model="queryParams.accountType" placeholder="请选择账户类型" clearable style="width: 180px">
+            <el-option label="银行账户" value="BANK" />
+            <el-option label="证券账户" value="SECURITIES" />
+            <el-option label="支付账户" value="PAYMENT" />
+            <el-option label="其他" value="OTHER" />
+          </el-select>
+        </el-form-item>
+        <el-form-item label="是否实控">
+          <el-select v-model="queryParams.isActualControl" placeholder="请选择是否实控" clearable style="width: 180px">
+            <el-option label="是" :value="1" />
+            <el-option label="否" :value="0" />
+          </el-select>
+        </el-form-item>
+        <el-form-item label="风险等级">
+          <el-select v-model="queryParams.riskLevel" placeholder="请选择风险等级" clearable style="width: 180px">
+            <el-option label="LOW" value="LOW" />
+            <el-option label="MEDIUM" value="MEDIUM" />
+            <el-option label="HIGH" value="HIGH" />
+          </el-select>
+        </el-form-item>
+        <el-form-item label="状态">
+          <el-select v-model="queryParams.status" placeholder="请选择状态" clearable style="width: 160px">
+            <el-option label="正常" :value="1" />
+            <el-option label="已销户" :value="2" />
+          </el-select>
+        </el-form-item>
+        <el-form-item class="query-actions">
+          <el-button type="primary" icon="el-icon-search" size="mini" @click="handleQuery">搜索</el-button>
+          <el-button icon="el-icon-refresh" size="mini" @click="resetQuery">重置</el-button>
+        </el-form-item>
+      </el-form>
+
+      <el-row :gutter="10" class="mb8">
+        <el-col :span="1.5">
+          <el-button
+            type="primary"
+            plain
+            icon="el-icon-plus"
+            size="mini"
+            @click="openCreateDialog"
+            v-hasPermi="['ccdi:accountInfo:add']"
+          >新增</el-button>
+        </el-col>
+        <el-col :span="1.5">
+          <el-button
+            type="success"
+            plain
+            icon="el-icon-upload2"
+            size="mini"
+            @click="handleImport"
+            v-hasPermi="['ccdi:accountInfo:import']"
+          >导入</el-button>
+        </el-col>
+        <el-col :span="1.5">
+          <el-button
+            type="warning"
+            plain
+            icon="el-icon-download"
+            size="mini"
+            @click="handleExport"
+            v-hasPermi="['ccdi:accountInfo:export']"
+          >导出</el-button>
+        </el-col>
+        <right-toolbar :showSearch.sync="showSearch" @queryTable="getList" />
+      </el-row>
+
+      <el-table v-loading="loading" :data="rows" stripe border class="account-table">
+        <el-table-column label="员工姓名" prop="staffName" min-width="120">
+          <template slot-scope="scope">{{ scope.row.staffName || '-' }}</template>
+        </el-table-column>
+        <el-table-column label="所属人类型" prop="ownerType" width="132" align="center">
+          <template slot-scope="scope">
+            <el-tag :type="ownerTypeTagType(scope.row.ownerType)" size="mini" effect="plain">
+              {{ ownerTypeLabel(scope.row.ownerType) }}
+            </el-tag>
+          </template>
+        </el-table-column>
+        <el-table-column label="关系类型" prop="relationType" width="90" align="center">
+          <template slot-scope="scope">{{ scope.row.relationType || '-' }}</template>
+        </el-table-column>
+        <el-table-column label="证件号" prop="ownerId" min-width="170" show-overflow-tooltip>
+          <template slot-scope="scope">{{ scope.row.ownerId || scope.row.relationCertNo || '-' }}</template>
+        </el-table-column>
+        <el-table-column label="账户姓名" prop="accountName" min-width="120">
+          <template slot-scope="scope">{{ scope.row.accountName || '-' }}</template>
+        </el-table-column>
+        <el-table-column label="账户号码" prop="accountNo" min-width="180" />
+        <el-table-column label="账户类型" prop="accountType" width="110" align="center">
+          <template slot-scope="scope">{{ accountTypeLabel(scope.row.accountType) }}</template>
+        </el-table-column>
+        <el-table-column label="账户范围" prop="bankScope" width="96" align="center">
+          <template slot-scope="scope">
+            <el-tag size="mini" :type="bankScopeTagType(scope.row.bankScope)" effect="plain">{{ bankScopeLabel(scope.row.bankScope) }}</el-tag>
+          </template>
+        </el-table-column>
+        <el-table-column label="开户机构" prop="openBank" min-width="160" show-overflow-tooltip />
+        <el-table-column label="是否实控" prop="isActualControl" width="92" align="center">
+          <template slot-scope="scope">
+            <span v-if="scope.row.isActualControl === null || scope.row.isActualControl === undefined">-</span>
+            <el-tag v-else size="mini" :type="scope.row.isActualControl ? 'success' : 'danger'">
+              {{ scope.row.isActualControl ? '是' : '否' }}
+            </el-tag>
+          </template>
+        </el-table-column>
+        <el-table-column label="月均笔数" prop="avgMonthTxnCount" width="90" align="center">
+          <template slot-scope="scope">{{ scope.row.avgMonthTxnCount === null || scope.row.avgMonthTxnCount === undefined ? '-' : scope.row.avgMonthTxnCount }}</template>
+        </el-table-column>
+        <el-table-column label="月均金额" prop="avgMonthTxnAmount" min-width="120" align="right">
+          <template slot-scope="scope">{{ formatAmount(scope.row.avgMonthTxnAmount) }}</template>
+        </el-table-column>
+        <el-table-column label="频率等级" prop="txnFrequencyLevel" width="96" align="center">
+          <template slot-scope="scope">
+            <span v-if="!scope.row.txnFrequencyLevel">-</span>
+            <el-tag v-else size="mini" :type="frequencyTagType(scope.row.txnFrequencyLevel)">{{ scope.row.txnFrequencyLevel }}</el-tag>
+          </template>
+        </el-table-column>
+        <el-table-column label="风险等级" prop="txnRiskLevel" width="96" align="center">
+          <template slot-scope="scope">
+            <span v-if="!scope.row.txnRiskLevel">-</span>
+            <el-tag v-else size="mini" effect="dark" :type="riskTagType(scope.row.txnRiskLevel)">{{ scope.row.txnRiskLevel }}</el-tag>
+          </template>
+        </el-table-column>
+        <el-table-column label="状态" prop="status" width="80" align="center">
+          <template slot-scope="scope">
+            <el-tag size="mini" :type="scope.row.status === 1 ? 'success' : 'danger'">{{ scope.row.status === 1 ? '正常' : '已销户' }}</el-tag>
+          </template>
+        </el-table-column>
+        <el-table-column label="操作" width="180" fixed="right" align="center" class-name="small-padding fixed-width">
+          <template slot-scope="scope">
+            <el-button type="text" size="mini" icon="el-icon-view" @click="openDetailDialog(scope.row)">详情</el-button>
+            <el-button
+              type="text"
+              size="mini"
+              icon="el-icon-edit"
+              @click="openEditDialog(scope.row)"
+              v-hasPermi="['ccdi:accountInfo:edit']"
+            >编辑</el-button>
+            <el-button
+              type="text"
+              size="mini"
+              icon="el-icon-delete"
+              @click="handleDelete(scope.row)"
+              v-hasPermi="['ccdi:accountInfo:remove']"
+            >删除</el-button>
+          </template>
+        </el-table-column>
+      </el-table>
+
+      <pagination v-show="total > 0" :total="total" :page.sync="queryParams.pageNum" :limit.sync="queryParams.pageSize" @pagination="getList" />
+    </div>
+
+    <el-dialog :title="dialogTitle" :visible.sync="dialogVisible" width="1160px" append-to-body>
+      <el-form ref="dialogForm" :model="form" :rules="rules" label-width="120px">
+        <div class="form-section">
+          <div class="section-head"><span>归属信息</span></div>
+          <el-row :gutter="16">
+            <el-col :span="8">
+              <el-form-item label="所属人类型" prop="ownerType">
+                <el-radio-group v-model="form.ownerType" :disabled="dialogMode === 'detail'" @change="handleOwnerTypeChange">
+                  <el-radio label="EMPLOYEE">员工</el-radio>
+                  <el-radio label="RELATION">员工关系人</el-radio>
+                  <el-radio label="INTERMEDIARY">中介</el-radio>
+                  <el-radio label="EXTERNAL">外部人员</el-radio>
+                </el-radio-group>
+              </el-form-item>
+            </el-col>
+            <el-col :span="8">
+              <el-form-item v-if="isInternalOwner" label="员工姓名" prop="staffId">
+                <el-select v-model="form.staffId" placeholder="请选择员工" filterable clearable style="width: 100%" :disabled="dialogMode === 'detail'" @change="handleStaffChange">
+                  <el-option v-for="item in staffOptions" :key="item.staffId" :label="item.name" :value="item.staffId" />
+                </el-select>
+              </el-form-item>
+              <el-form-item v-else :label="manualOwnerNameLabel" prop="accountName">
+                <el-input v-model="form.accountName" :placeholder="manualOwnerNamePlaceholder" :disabled="dialogMode === 'detail'" />
+              </el-form-item>
+            </el-col>
+            <el-col :span="8">
+              <el-form-item label="是否本人账户">
+                <el-input :value="form.ownerType === 'EMPLOYEE' ? '是' : '否'" disabled />
+              </el-form-item>
+            </el-col>
+          </el-row>
+          <el-row :gutter="16" v-if="form.ownerType === 'RELATION'">
+            <el-col :span="8">
+              <el-form-item label="关系人姓名" prop="relationId">
+                <el-select v-model="form.relationId" placeholder="请选择关系人" clearable style="width: 100%" :disabled="dialogMode === 'detail'" @change="fillRelationMeta">
+                  <el-option v-for="item in relationOptions" :key="item.id" :label="item.relationName" :value="item.id" />
+                </el-select>
+              </el-form-item>
+            </el-col>
+            <el-col :span="8">
+              <el-form-item label="关系类型">
+                <el-input v-model="form.relationType" disabled />
+              </el-form-item>
+            </el-col>
+            <el-col :span="8">
+              <el-form-item label="关系人证件号">
+                <el-input v-model="form.relationCertNo" disabled />
+              </el-form-item>
+            </el-col>
+          </el-row>
+          <el-row :gutter="16">
+            <el-col :span="8">
+              <el-form-item label="证件号" prop="ownerId">
+                <el-input
+                  v-if="!isRelationOwner"
+                  v-model="form.ownerId"
+                  :placeholder="ownerIdPlaceholder"
+                  :disabled="dialogMode === 'detail' || isEmployeeOwner"
+                />
+                <el-input v-else :value="form.relationCertNo" disabled />
+              </el-form-item>
+            </el-col>
+          </el-row>
+        </div>
+
+        <div class="form-section">
+          <div class="section-head"><span>账户信息</span></div>
+          <el-row :gutter="16">
+            <el-col :span="8">
+              <el-form-item label="账户号码" prop="accountNo">
+                <el-input v-model="form.accountNo" :disabled="dialogMode === 'detail'" />
+              </el-form-item>
+            </el-col>
+            <el-col :span="8">
+              <el-form-item label="账户类型" prop="accountType">
+                <el-select v-model="form.accountType" style="width: 100%" :disabled="dialogMode === 'detail'">
+                  <el-option label="银行账户" value="BANK" />
+                  <el-option label="证券账户" value="SECURITIES" />
+                  <el-option label="支付账户" value="PAYMENT" />
+                  <el-option label="其他" value="OTHER" />
+                </el-select>
+              </el-form-item>
+            </el-col>
+            <el-col :span="8">
+              <el-form-item label="账户范围" prop="bankScope">
+                <el-select v-model="form.bankScope" style="width: 100%" :disabled="dialogMode === 'detail'">
+                  <el-option label="行内" value="INTERNAL" />
+                  <el-option label="行外" value="EXTERNAL" />
+                </el-select>
+              </el-form-item>
+            </el-col>
+          </el-row>
+          <el-row :gutter="16">
+            <el-col :span="8">
+              <el-form-item label="账户姓名" prop="accountName" v-if="isInternalOwner">
+                <el-input v-model="form.accountName" :disabled="dialogMode === 'detail'" />
+              </el-form-item>
+            </el-col>
+            <el-col :span="8">
+              <el-form-item label="开户机构" prop="openBank">
+                <el-input v-model="form.openBank" :disabled="dialogMode === 'detail'" />
+              </el-form-item>
+            </el-col>
+            <el-col :span="8">
+              <el-form-item label="银行代码">
+                <el-input v-model="form.bankCode" :disabled="dialogMode === 'detail'" />
+              </el-form-item>
+            </el-col>
+          </el-row>
+          <el-row :gutter="16">
+            <el-col :span="8">
+              <el-form-item label="币种">
+                <el-input v-model="form.currency" :disabled="dialogMode === 'detail'" />
+              </el-form-item>
+            </el-col>
+            <el-col :span="8">
+              <el-form-item label="状态" prop="status">
+                <el-select v-model="form.status" style="width: 100%" :disabled="dialogMode === 'detail'">
+                  <el-option label="正常" :value="1" />
+                  <el-option label="已销户" :value="2" />
+                </el-select>
+              </el-form-item>
+            </el-col>
+            <el-col :span="8">
+              <el-form-item label="生效日期" prop="effectiveDate">
+                <el-date-picker v-model="form.effectiveDate" type="date" value-format="yyyy-MM-dd" style="width: 100%" :disabled="dialogMode === 'detail'" />
+              </el-form-item>
+            </el-col>
+          </el-row>
+          <el-row :gutter="16">
+            <el-col :span="8">
+              <el-form-item label="失效日期" prop="invalidDate">
+                <el-date-picker v-model="form.invalidDate" type="date" value-format="yyyy-MM-dd" style="width: 100%" :disabled="dialogMode === 'detail'" />
+              </el-form-item>
+            </el-col>
+          </el-row>
+        </div>
+
+        <div class="form-section accent-section">
+          <div class="section-head"><span>分析信息</span></div>
+          <el-row :gutter="16">
+            <el-col :span="8">
+              <el-form-item label="是否实控账户">
+                <el-select v-model="form.isActualControl" style="width: 100%" :disabled="analysisReadonly">
+                  <el-option label="是" :value="1" />
+                  <el-option label="否" :value="0" />
+                </el-select>
+              </el-form-item>
+            </el-col>
+            <el-col :span="8">
+              <el-form-item label="月均交易笔数">
+                <el-input-number v-model="form.avgMonthTxnCount" :min="0" :disabled="analysisReadonly" style="width: 100%" />
+              </el-form-item>
+            </el-col>
+            <el-col :span="8">
+              <el-form-item label="月均交易金额">
+                <el-input-number v-model="form.avgMonthTxnAmount" :min="0" :precision="2" :disabled="analysisReadonly" style="width: 100%" />
+              </el-form-item>
+            </el-col>
+          </el-row>
+          <el-row :gutter="16">
+            <el-col :span="6">
+              <el-form-item label="频率等级">
+                <el-select v-model="form.txnFrequencyLevel" style="width: 100%" :disabled="analysisReadonly">
+                  <el-option label="LOW" value="LOW" />
+                  <el-option label="MEDIUM" value="MEDIUM" />
+                  <el-option label="HIGH" value="HIGH" />
+                </el-select>
+              </el-form-item>
+            </el-col>
+            <el-col :span="6">
+              <el-form-item label="风险等级">
+                <el-select v-model="form.txnRiskLevel" style="width: 100%" :disabled="analysisReadonly">
+                  <el-option label="LOW" value="LOW" />
+                  <el-option label="MEDIUM" value="MEDIUM" />
+                  <el-option label="HIGH" value="HIGH" />
+                </el-select>
+              </el-form-item>
+            </el-col>
+          </el-row>
+          <el-row :gutter="16">
+            <el-col :span="6">
+              <el-form-item label="借方单笔最高额">
+                <el-input-number v-model="form.debitSingleMaxAmount" :min="0" :precision="2" :disabled="analysisReadonly" style="width: 100%" />
+              </el-form-item>
+            </el-col>
+            <el-col :span="6">
+              <el-form-item label="贷方单笔最高额">
+                <el-input-number v-model="form.creditSingleMaxAmount" :min="0" :precision="2" :disabled="analysisReadonly" style="width: 100%" />
+              </el-form-item>
+            </el-col>
+            <el-col :span="6">
+              <el-form-item label="借方日累计最高额">
+                <el-input-number v-model="form.debitDailyMaxAmount" :min="0" :precision="2" :disabled="analysisReadonly" style="width: 100%" />
+              </el-form-item>
+            </el-col>
+            <el-col :span="6">
+              <el-form-item label="贷方日累计最高额">
+                <el-input-number v-model="form.creditDailyMaxAmount" :min="0" :precision="2" :disabled="analysisReadonly" style="width: 100%" />
+              </el-form-item>
+            </el-col>
+          </el-row>
+        </div>
+      </el-form>
+
+      <div slot="footer" class="dialog-footer">
+        <el-button @click="dialogVisible = false">{{ dialogMode === 'detail' ? '关 闭' : '取 消' }}</el-button>
+        <el-button v-if="dialogMode !== 'detail'" type="primary" @click="submitForm">保 存</el-button>
+      </div>
+    </el-dialog>
+
+    <el-dialog
+      :title="upload.title"
+      :visible.sync="upload.open"
+      width="400px"
+      append-to-body
+      @close="handleImportDialogClose"
+      v-loading="upload.isUploading"
+      element-loading-text="正在导入数据,请稍候..."
+      element-loading-spinner="el-icon-loading"
+      element-loading-background="rgba(0, 0, 0, 0.7)"
+    >
+      <el-upload
+        ref="upload"
+        :limit="1"
+        accept=".xlsx,.xls"
+        :headers="upload.headers"
+        :action="upload.url"
+        :disabled="upload.isUploading"
+        :on-progress="handleFileUploadProgress"
+        :on-success="handleFileSuccess"
+        :auto-upload="false"
+        drag
+      >
+        <i class="el-icon-upload"></i>
+        <div class="el-upload__text">将文件拖到此处，或<em>点击上传</em></div>
+        <div slot="tip" class="el-upload__tip">
+          <el-link type="primary" :underline="false" style="font-size: 12px; vertical-align: baseline;" @click="importTemplate">下载模板</el-link>
+        </div>
+        <div slot="tip" class="el-upload__tip">
+          <span>仅允许导入 xls、xlsx 文件。</span>
+        </div>
+      </el-upload>
+      <div slot="footer" class="dialog-footer">
+        <el-button type="primary" @click="submitFileForm" :loading="upload.isUploading">确 定</el-button>
+        <el-button @click="upload.open = false" :disabled="upload.isUploading">取 消</el-button>
+      </div>
+    </el-dialog>
+
+    <import-result-dialog
+      :visible.sync="importResultVisible"
+      :content="importResultContent"
+      title="导入结果"
+      @close="handleImportResultClose"
+    />
+  </div>
+</template>
+
+<script>
+import ImportResultDialog from '@/components/ImportResultDialog.vue'
+import { getToken } from '@/utils/auth'
+import {
+  addAccountInfo,
+  delAccountInfo,
+  getAccountInfo,
+  listAccountInfo,
+  listAccountRelationOptions,
+  listAccountStaffOptions,
+  updateAccountInfo
+} from '@/api/ccdiAccountInfo'
+
+const RELATION_TYPES = ['配偶', '父亲', '母亲', '子女', '兄弟姐妹', '朋友', '同事', '其他']
+
+function createEmptyForm() {
+  return {
+    id: null,
+    ownerType: 'EMPLOYEE',
+    ownerId: '',
+    staffId: undefined,
+    relationId: undefined,
+    relationType: '',
+    relationName: '',
+    relationCertNo: '',
+    accountNo: '',
+    accountType: 'BANK',
+    bankScope: 'EXTERNAL',
+    accountName: '',
+    openBank: '',
+    bankCode: '',
+    currency: 'CNY',
+    status: 1,
+    effectiveDate: '',
+    invalidDate: '',
+    isActualControl: 1,
+    avgMonthTxnCount: 0,
+    avgMonthTxnAmount: 0,
+    txnFrequencyLevel: 'MEDIUM',
+    debitSingleMaxAmount: 0,
+    creditSingleMaxAmount: 0,
+    debitDailyMaxAmount: 0,
+    creditDailyMaxAmount: 0,
+    txnRiskLevel: 'LOW'
+  }
+}
+
+export default {
+  name: 'CcdiAccountInfo',
+  components: { ImportResultDialog },
+  data() {
+    return {
+      loading: false,
+      showSearch: true,
+      total: 0,
+      rows: [],
+      dialogVisible: false,
+      dialogMode: 'create',
+      queryParams: {
+        pageNum: 1,
+        pageSize: 10,
+        staffName: '',
+        ownerType: '',
+        bankScope: '',
+        relationType: '',
+        accountName: '',
+        accountType: '',
+        isActualControl: undefined,
+        riskLevel: '',
+        status: undefined
+      },
+      form: createEmptyForm(),
+      staffOptions: [],
+      relationOptions: [],
+      relationTypeOptions: RELATION_TYPES,
+      upload: {
+        open: false,
+        title: '导入账户数据',
+        isUploading: false,
+        headers: { Authorization: 'Bearer ' + getToken() },
+        url: process.env.VUE_APP_BASE_API + '/ccdi/accountInfo/importData'
+      },
+      importResultVisible: false,
+      importResultContent: '',
+      rules: {
+        ownerType: [{ required: true, message: '请选择所属人类型', trigger: 'change' }],
+        staffId: [{ validator: (rule, value, callback) => {
+          if (this.isInternalOwner && !value) {
+            callback(new Error('请选择员工'))
+            return
+          }
+          callback()
+        }, trigger: 'change' }],
+        relationId: [{ validator: (rule, value, callback) => {
+          if (this.form.ownerType === 'RELATION' && !value) {
+            callback(new Error('请选择关系人'))
+            return
+          }
+          callback()
+        }, trigger: 'change' }],
+        ownerId: [{ validator: (rule, value, callback) => {
+          if (!this.isInternalOwner && !value) {
+            callback(new Error('请输入证件号'))
+            return
+          }
+          callback()
+        }, trigger: 'blur' }],
+        accountNo: [{ required: true, message: '请输入账户号码', trigger: 'blur' }],
+        accountType: [{ required: true, message: '请选择账户类型', trigger: 'change' }],
+        bankScope: [{ required: true, message: '请选择账户范围', trigger: 'change' }],
+        accountName: [{ required: true, message: '请输入账户姓名', trigger: 'blur' }],
+        openBank: [{ required: true, message: '请输入开户机构', trigger: 'blur' }],
+        status: [{ required: true, message: '请选择状态', trigger: 'change' }],
+        effectiveDate: [{ required: true, message: '请选择生效日期', trigger: 'change' }],
+        invalidDate: [{ validator: (rule, value, callback) => {
+          if (value && this.form.effectiveDate && value < this.form.effectiveDate) {
+            callback(new Error('失效日期不能早于生效日期'))
+            return
+          }
+          callback()
+        }, trigger: 'change' }]
+      }
+    }
+  },
+  computed: {
+    isEmployeeOwner() {
+      return this.form.ownerType === 'EMPLOYEE'
+    },
+    isRelationOwner() {
+      return this.form.ownerType === 'RELATION'
+    },
+    isInternalOwner() {
+      return this.isEmployeeOwner || this.isRelationOwner
+    },
+    manualOwnerNameLabel() {
+      return this.form.ownerType === 'INTERMEDIARY' ? '中介名称' : '外部人员姓名'
+    },
+    manualOwnerNamePlaceholder() {
+      return this.form.ownerType === 'INTERMEDIARY' ? '请输入中介名称' : '请输入外部人员姓名'
+    },
+    ownerIdPlaceholder() {
+      return this.form.ownerType === 'INTERMEDIARY' ? '请输入中介证件号' : '请输入身份证号'
+    },
+    analysisReadonly() {
+      return this.dialogMode === 'detail' || this.form.bankScope === 'INTERNAL'
+    },
+    dialogTitle() {
+      if (this.dialogMode === 'detail') return '账户详情'
+      if (this.dialogMode === 'edit') return '编辑账户'
+      return '新增账户'
+    }
+  },
+  created() {
+    this.getList()
+  },
+  methods: {
+    getList() {
+      this.loading = true
+      listAccountInfo(this.queryParams).then(response => {
+        this.rows = response.rows || []
+        this.total = response.total || 0
+      }).finally(() => {
+        this.loading = false
+      })
+    },
+    async loadStaffOptions(query = '') {
+      const response = await listAccountStaffOptions(query)
+      this.staffOptions = response.data || []
+    },
+    async loadRelationOptions(staffId) {
+      if (!staffId) {
+        this.relationOptions = []
+        return
+      }
+      const response = await listAccountRelationOptions(staffId)
+      this.relationOptions = response.data || []
+    },
+    handleQuery() {
+      this.queryParams.pageNum = 1
+      this.getList()
+    },
+    resetQuery() {
+      this.queryParams = {
+        pageNum: 1,
+        pageSize: 10,
+        staffName: '',
+        ownerType: '',
+        bankScope: '',
+        relationType: '',
+        accountName: '',
+        accountType: '',
+        isActualControl: undefined,
+        riskLevel: '',
+        status: undefined
+      }
+      this.resetForm('queryForm')
+      this.getList()
+    },
+    handleImport() {
+      this.upload.open = true
+    },
+    handleExport() {
+      this.download('ccdi/accountInfo/export', {
+        ...this.queryParams
+      }, `账户库管理_${new Date().getTime()}.xlsx`)
+    },
+    importTemplate() {
+      this.download('ccdi/accountInfo/importTemplate', {}, `账户库导入模板_${new Date().getTime()}.xlsx`)
+    },
+    handleFileUploadProgress() {
+      this.upload.isUploading = true
+    },
+    handleFileSuccess(response) {
+      this.upload.isUploading = false
+      this.upload.open = false
+      this.$refs.upload.clearFiles()
+      if (response.code !== 200) {
+        this.$modal.msgError(response.msg || '导入失败')
+        return
+      }
+      const importData = response.data || {}
+      this.importResultContent = this.buildImportResultHtml(importData)
+      this.importResultVisible = true
+      this.getList()
+    },
+    buildImportResultHtml(importData) {
+      const totalCount = importData.totalCount || 0
+      const successCount = importData.successCount || 0
+      const failureCount = importData.failureCount || 0
+      let html = '<div style="padding: 10px;">'
+      html += `<p><strong>导入完成</strong></p><p>总数：${totalCount} 条</p><p>成功：${successCount} 条</p><p>失败：${failureCount} 条</p>`
+      html += '</div>'
+      return html
+    },
+    submitFileForm() {
+      this.$refs.upload.submit()
+    },
+    handleImportDialogClose() {
+      this.upload.isUploading = false
+      this.$refs.upload && this.$refs.upload.clearFiles()
+    },
+    handleImportResultClose() {
+      this.importResultVisible = false
+      this.importResultContent = ''
+    },
+    formatAmount(value) {
+      if (value === null || value === undefined || value === '') return '-'
+      return Number(value).toLocaleString('zh-CN', { minimumFractionDigits: 2, maximumFractionDigits: 2 })
+    },
+    accountTypeLabel(type) {
+      return { BANK: '银行账户', SECURITIES: '证券账户', PAYMENT: '支付账户', OTHER: '其他' }[type] || type
+    },
+    bankScopeLabel(scope) {
+      return { INTERNAL: '行内', EXTERNAL: '行外' }[scope] || scope
+    },
+    bankScopeTagType(scope) {
+      return scope === 'INTERNAL' ? 'success' : 'warning'
+    },
+    ownerTypeLabel(type) {
+      return { EMPLOYEE: '员工', RELATION: '员工关系人', INTERMEDIARY: '中介', EXTERNAL: '外部人员' }[type] || type
+    },
+    ownerTypeTagType(type) {
+      return { EMPLOYEE: 'success', RELATION: 'info', INTERMEDIARY: 'danger', EXTERNAL: 'warning' }[type] || 'info'
+    },
+    riskTagType(level) {
+      return { LOW: 'success', MEDIUM: 'warning', HIGH: 'danger' }[level] || 'info'
+    },
+    frequencyTagType(level) {
+      return { LOW: 'info', MEDIUM: '', HIGH: 'danger' }[level] || 'info'
+    },
+    async openCreateDialog() {
+      this.dialogMode = 'create'
+      this.form = createEmptyForm()
+      this.relationOptions = []
+      await this.loadStaffOptions()
+      this.dialogVisible = true
+      this.$nextTick(() => this.clearDialogValidate())
+    },
+    async openEditDialog(row) {
+      await this.openDialog('edit', row.id)
+    },
+    async openDetailDialog(row) {
+      await this.openDialog('detail', row.id)
+    },
+    async openDialog(mode, id) {
+      this.dialogMode = mode
+      await this.loadStaffOptions()
+      const response = await getAccountInfo(id)
+      const data = response.data || {}
+      if (data.ownerType === 'RELATION' && data.staffId) {
+        await this.loadRelationOptions(data.staffId)
+      } else {
+        this.relationOptions = []
+      }
+      this.form = Object.assign(createEmptyForm(), data, {
+        staffId: data.staffId || undefined,
+        relationId: data.relationId || undefined,
+        invalidDate: data.invalidDate || ''
+      })
+      this.dialogVisible = true
+      this.$nextTick(() => this.clearDialogValidate())
+    },
+    handleOwnerTypeChange(value) {
+      if (value !== 'RELATION') {
+        this.form.relationId = undefined
+        this.form.relationType = ''
+        this.form.relationName = ''
+        this.form.relationCertNo = ''
+        this.relationOptions = []
+      }
+      if (!this.isInternalOwner) {
+        this.form.staffId = undefined
+        this.form.relationId = undefined
+        this.form.relationType = ''
+        this.form.relationName = ''
+        this.form.relationCertNo = ''
+        this.form.accountName = ''
+        this.form.ownerId = ''
+      } else if (value === 'EMPLOYEE' && this.form.staffId) {
+        this.handleStaffChange(this.form.staffId)
+      } else if (value === 'RELATION' && this.form.staffId) {
+        this.loadRelationOptions(this.form.staffId)
+        this.form.accountName = ''
+        this.form.ownerId = ''
+      }
+    },
+    async handleStaffChange(staffId) {
+      const staff = this.staffOptions.find(item => item.staffId === staffId)
+      if (this.form.ownerType === 'EMPLOYEE') {
+        this.form.accountName = staff ? staff.name : ''
+        this.form.ownerId = staff ? (staff.idCard || '') : ''
+      } else if (this.form.ownerType === 'RELATION') {
+        this.form.relationId = undefined
+        this.form.relationType = ''
+        this.form.relationName = ''
+        this.form.relationCertNo = ''
+        this.form.accountName = ''
+        this.form.ownerId = ''
+        await this.loadRelationOptions(staffId)
+      }
+    },
+    fillRelationMeta(relationId) {
+      const relation = this.relationOptions.find(item => item.id === relationId)
+      if (!relation) return
+      this.form.relationType = relation.relationType
+      this.form.relationName = relation.relationName
+      this.form.relationCertNo = relation.relationCertNo
+      this.form.ownerId = relation.relationCertNo
+      this.form.accountName = relation.relationName
+    },
+    buildPayload() {
+      return {
+        id: this.form.id,
+        ownerType: this.form.ownerType,
+        ownerId: this.form.ownerId,
+        accountNo: this.form.accountNo,
+        accountType: this.form.accountType,
+        bankScope: this.form.bankScope,
+        accountName: this.form.accountName,
+        openBank: this.form.openBank,
+        bankCode: this.form.bankCode,
+        currency: this.form.currency,
+        status: this.form.status,
+        effectiveDate: this.form.effectiveDate,
+        invalidDate: this.form.invalidDate || null,
+        isActualControl: this.form.isActualControl,
+        avgMonthTxnCount: this.form.avgMonthTxnCount,
+        avgMonthTxnAmount: this.form.avgMonthTxnAmount,
+        txnFrequencyLevel: this.form.txnFrequencyLevel,
+        debitSingleMaxAmount: this.form.debitSingleMaxAmount,
+        creditSingleMaxAmount: this.form.creditSingleMaxAmount,
+        debitDailyMaxAmount: this.form.debitDailyMaxAmount,
+        creditDailyMaxAmount: this.form.creditDailyMaxAmount,
+        txnRiskLevel: this.form.txnRiskLevel
+      }
+    },
+    clearDialogValidate() {
+      if (this.$refs.dialogForm) {
+        this.$refs.dialogForm.clearValidate()
+      }
+    },
+    submitForm() {
+      this.$refs.dialogForm.validate(valid => {
+        if (!valid) return
+        const payload = this.buildPayload()
+        const request = this.dialogMode === 'edit' ? updateAccountInfo(payload) : addAccountInfo(payload)
+        request.then(() => {
+          this.$modal.msgSuccess(this.dialogMode === 'edit' ? '修改成功' : '新增成功')
+          this.dialogVisible = false
+          this.getList()
+        })
+      })
+    },
+    handleDelete(row) {
+      this.$modal.confirm('是否确认删除账户号码为“' + row.accountNo + '”的数据项？').then(() => {
+        return delAccountInfo(row.id)
+      }).then(() => {
+        this.$modal.msgSuccess('删除成功')
+        this.getList()
+      }).catch(() => {})
+    }
+  }
+}
+</script>
+
+<style lang="scss" scoped>
+.account-page {
+  min-height: calc(100vh - 84px);
+  background: #f5f7fa;
+}
+
+.board {
+  padding: 20px;
+  border-radius: 8px;
+  background: #fff;
+  border: 1px solid #ebeef5;
+}
+
+.account-table ::v-deep .el-table__header th {
+  background: #f8f8f9;
+  color: #515a6e;
+}
+
+.form-section {
+  margin-bottom: 18px;
+  padding: 18px 18px 4px;
+  border-radius: 8px;
+  background: #f9fafb;
+  border: 1px solid #ebeef5;
+}
+
+.accent-section {
+  background: #f9fafb;
+}
+
+.section-head {
+  display: flex;
+  align-items: baseline;
+  justify-content: space-between;
+  gap: 16px;
+  margin-bottom: 16px;
+}
+
+.section-head span {
+  color: #303133;
+  font-size: 16px;
+  font-weight: 700;
+}
+
+@media (max-width: 768px) {
+  .query-form ::v-deep .el-form-item {
+    display: block;
+    margin-right: 0;
+  }
+}
+</style>

ruoyi-ui/src/views/ccdiAccountInfoPrototype/index.vue

@@ -0,0 +1,622 @@
+<template>
+  <div class="app-container account-prototype-page">
+    <div class="board">
+      <el-form
+        v-show="showSearch"
+        ref="queryForm"
+        :model="queryParams"
+        size="small"
+        :inline="true"
+        class="query-form"
+        label-width="96px"
+      >
+        <el-form-item label="所属人类型">
+          <el-select v-model="queryParams.ownerType" placeholder="请选择所属人类型" clearable style="width: 180px">
+            <el-option label="员工" value="EMPLOYEE" />
+            <el-option label="员工关系人" value="RELATION" />
+            <el-option label="中介" value="INTERMEDIARY" />
+            <el-option label="外部人员" value="EXTERNAL" />
+          </el-select>
+        </el-form-item>
+        <el-form-item label="员工姓名">
+          <el-input v-model="queryParams.staffName" placeholder="请输入员工姓名" clearable style="width: 220px" @keyup.enter.native="handleQuery" />
+        </el-form-item>
+        <el-form-item label="账户范围">
+          <el-select v-model="queryParams.bankScope" placeholder="请选择账户范围" clearable style="width: 160px">
+            <el-option label="行内" value="INTERNAL" />
+            <el-option label="行外" value="EXTERNAL" />
+          </el-select>
+        </el-form-item>
+        <el-form-item label="关系类型">
+          <el-select v-model="queryParams.relationType" placeholder="请选择关系类型" clearable style="width: 180px">
+            <el-option v-for="item in relationTypeOptions" :key="item" :label="item" :value="item" />
+          </el-select>
+        </el-form-item>
+        <el-form-item label="账户姓名">
+          <el-input v-model="queryParams.accountName" placeholder="请输入账户姓名" clearable style="width: 220px" @keyup.enter.native="handleQuery" />
+        </el-form-item>
+        <el-form-item label="账户类型">
+          <el-select v-model="queryParams.accountType" placeholder="请选择账户类型" clearable style="width: 180px">
+            <el-option label="银行账户" value="BANK" />
+            <el-option label="证券账户" value="SECURITIES" />
+            <el-option label="支付账户" value="PAYMENT" />
+            <el-option label="其他" value="OTHER" />
+          </el-select>
+        </el-form-item>
+        <el-form-item label="是否实控">
+          <el-select v-model="queryParams.isActualControl" placeholder="请选择是否实控" clearable style="width: 180px">
+            <el-option label="是" :value="1" />
+            <el-option label="否" :value="0" />
+          </el-select>
+        </el-form-item>
+        <el-form-item label="风险等级">
+          <el-select v-model="queryParams.riskLevel" placeholder="请选择风险等级" clearable style="width: 180px">
+            <el-option label="LOW" value="LOW" />
+            <el-option label="MEDIUM" value="MEDIUM" />
+            <el-option label="HIGH" value="HIGH" />
+          </el-select>
+        </el-form-item>
+        <el-form-item label="状态">
+          <el-select v-model="queryParams.status" placeholder="请选择状态" clearable style="width: 160px">
+            <el-option label="正常" :value="1" />
+            <el-option label="已销户" :value="2" />
+          </el-select>
+        </el-form-item>
+        <el-form-item class="query-actions">
+          <el-button type="primary" icon="el-icon-search" size="mini" @click="handleQuery">搜索</el-button>
+          <el-button icon="el-icon-refresh" size="mini" @click="resetQuery">重置</el-button>
+        </el-form-item>
+      </el-form>
+
+      <el-row :gutter="10" class="mb8">
+        <el-col :span="1.5">
+          <el-button type="primary" plain icon="el-icon-plus" size="mini" @click="openCreateDialog">新增</el-button>
+        </el-col>
+        <el-col :span="1.5">
+          <el-button type="success" plain icon="el-icon-upload2" size="mini">导入</el-button>
+        </el-col>
+        <el-col :span="1.5">
+          <el-button type="warning" plain icon="el-icon-download" size="mini">导出</el-button>
+        </el-col>
+        <right-toolbar :showSearch.sync="showSearch" @queryTable="getList" />
+      </el-row>
+
+      <el-table :data="pageRows" stripe border class="account-table">
+        <el-table-column label="员工姓名" prop="staffName" min-width="120" />
+        <el-table-column label="所属人类型" prop="ownerType" width="132" align="center">
+          <template slot-scope="scope">
+            <el-tag :type="ownerTypeTagType(scope.row.ownerType)" size="mini" effect="plain">
+              {{ ownerTypeLabel(scope.row.ownerType) }}
+            </el-tag>
+          </template>
+        </el-table-column>
+        <el-table-column label="关系类型" prop="relationType" width="90" align="center">
+          <template slot-scope="scope">{{ scope.row.relationType || '-' }}</template>
+        </el-table-column>
+        <el-table-column label="证件号" prop="ownerId" min-width="170" show-overflow-tooltip>
+          <template slot-scope="scope">{{ scope.row.ownerId || scope.row.relationCertNo || '-' }}</template>
+        </el-table-column>
+        <el-table-column label="账户姓名" prop="accountName" min-width="120">
+          <template slot-scope="scope">{{ scope.row.accountName || '-' }}</template>
+        </el-table-column>
+        <el-table-column label="账户号码" prop="accountNo" min-width="180" />
+        <el-table-column label="账户类型" prop="accountType" width="110" align="center">
+          <template slot-scope="scope">{{ accountTypeLabel(scope.row.accountType) }}</template>
+        </el-table-column>
+        <el-table-column label="账户范围" prop="bankScope" width="96" align="center">
+          <template slot-scope="scope">
+            <el-tag size="mini" :type="bankScopeTagType(scope.row.bankScope)" effect="plain">{{ bankScopeLabel(scope.row.bankScope) }}</el-tag>
+          </template>
+        </el-table-column>
+        <el-table-column label="开户机构" prop="openBank" min-width="160" show-overflow-tooltip />
+        <el-table-column label="是否实控" prop="isActualControl" width="92" align="center">
+          <template slot-scope="scope">
+            <el-tag size="mini" :type="scope.row.isActualControl ? 'success' : 'danger'">
+              {{ scope.row.isActualControl ? '是' : '否' }}
+            </el-tag>
+          </template>
+        </el-table-column>
+        <el-table-column label="月均笔数" prop="avgMonthTxnCount" width="90" align="center" />
+        <el-table-column label="月均金额" prop="avgMonthTxnAmount" min-width="120" align="right">
+          <template slot-scope="scope">{{ formatAmount(scope.row.avgMonthTxnAmount) }}</template>
+        </el-table-column>
+        <el-table-column label="频率等级" prop="txnFrequencyLevel" width="96" align="center">
+          <template slot-scope="scope">
+            <el-tag size="mini" :type="frequencyTagType(scope.row.txnFrequencyLevel)">{{ scope.row.txnFrequencyLevel }}</el-tag>
+          </template>
+        </el-table-column>
+        <el-table-column label="风险等级" prop="txnRiskLevel" width="96" align="center">
+          <template slot-scope="scope">
+            <el-tag size="mini" effect="dark" :type="riskTagType(scope.row.txnRiskLevel)">{{ scope.row.txnRiskLevel }}</el-tag>
+          </template>
+        </el-table-column>
+        <el-table-column label="状态" prop="status" width="80" align="center">
+          <template slot-scope="scope">
+            <el-tag size="mini" :type="scope.row.status === 1 ? 'success' : 'danger'">{{ scope.row.status === 1 ? '正常' : '已销户' }}</el-tag>
+          </template>
+        </el-table-column>
+        <el-table-column label="操作" width="180" fixed="right" align="center">
+          <template slot-scope="scope">
+            <el-button type="text" size="mini" icon="el-icon-view" @click="openDetailDialog(scope.row)">详情</el-button>
+            <el-button type="text" size="mini" icon="el-icon-edit" @click="openEditDialog(scope.row)">编辑</el-button>
+            <el-button type="text" size="mini" icon="el-icon-delete">删除</el-button>
+          </template>
+        </el-table-column>
+      </el-table>
+
+      <pagination v-show="filteredRows.length > 0" :total="filteredRows.length" :page.sync="queryParams.pageNum" :limit.sync="queryParams.pageSize" @pagination="handlePagination" />
+    </div>
+
+    <el-dialog :title="dialogTitle" :visible.sync="dialogVisible" width="1160px" append-to-body>
+      <el-form ref="dialogForm" :model="form" label-width="120px">
+        <div class="form-section">
+          <div class="section-head"><span>归属信息</span></div>
+          <el-row :gutter="16">
+            <el-col :span="8">
+              <el-form-item label="所属人类型">
+                <el-radio-group v-model="form.ownerType" :disabled="dialogMode === 'detail'" @change="handleOwnerTypeChange">
+                  <el-radio label="EMPLOYEE">员工</el-radio>
+                  <el-radio label="RELATION">员工关系人</el-radio>
+                  <el-radio label="INTERMEDIARY">中介</el-radio>
+                  <el-radio label="EXTERNAL">外部人员</el-radio>
+                </el-radio-group>
+              </el-form-item>
+            </el-col>
+            <el-col :span="8">
+              <el-form-item v-if="form.ownerType !== 'EXTERNAL' && form.ownerType !== 'INTERMEDIARY'" label="员工姓名">
+                <el-select v-model="form.staffId" placeholder="请选择员工" style="width: 100%" :disabled="dialogMode === 'detail'" @change="handleStaffChange">
+                  <el-option v-for="item in staffOptions" :key="item.staffId" :label="item.name" :value="item.staffId" />
+                </el-select>
+              </el-form-item>
+              <el-form-item v-else :label="form.ownerType === 'INTERMEDIARY' ? '中介名称' : '外部人员姓名'">
+                <el-input v-model="form.accountName" :placeholder="form.ownerType === 'INTERMEDIARY' ? '请输入中介名称' : '请输入外部人员姓名'" :disabled="dialogMode === 'detail'" />
+              </el-form-item>
+            </el-col>
+            <el-col :span="8">
+              <el-form-item label="是否本人账户">
+                <el-input :value="form.ownerType === 'EMPLOYEE' ? '是' : '否'" disabled />
+              </el-form-item>
+            </el-col>
+          </el-row>
+          <el-row :gutter="16" v-if="form.ownerType === 'RELATION'">
+            <el-col :span="8">
+              <el-form-item label="关系人姓名">
+                <el-select v-model="form.relationId" placeholder="请选择关系人" style="width: 100%" :disabled="dialogMode === 'detail'" @change="fillRelationMeta">
+                  <el-option v-for="item in relationOptions" :key="item.id" :label="item.relationName" :value="item.id" />
+                </el-select>
+              </el-form-item>
+            </el-col>
+            <el-col :span="8">
+              <el-form-item label="关系类型">
+                <el-select v-model="form.relationType" style="width: 100%" :disabled="dialogMode !== 'create'">
+                  <el-option v-for="item in relationTypeOptions" :key="item" :label="item" :value="item" />
+                </el-select>
+              </el-form-item>
+            </el-col>
+            <el-col :span="8">
+              <el-form-item label="关系人证件号">
+                <el-input v-model="form.relationCertNo" disabled />
+              </el-form-item>
+            </el-col>
+          </el-row>
+          <el-row :gutter="16">
+            <el-col :span="8">
+              <el-form-item label="证件号">
+                <el-input v-model="form.ownerId" :placeholder="form.ownerType === 'INTERMEDIARY' ? '请输入中介证件号' : '请输入身份证号'" :disabled="dialogMode === 'detail' || form.ownerType === 'EMPLOYEE'" />
+              </el-form-item>
+            </el-col>
+          </el-row>
+        </div>
+
+        <div class="form-section">
+          <div class="section-head"><span>账户信息</span></div>
+          <el-row :gutter="16">
+            <el-col :span="8">
+              <el-form-item label="账户号码">
+                <el-input v-model="form.accountNo" :disabled="dialogMode === 'detail'" />
+              </el-form-item>
+            </el-col>
+            <el-col :span="8">
+              <el-form-item label="账户类型">
+                <el-select v-model="form.accountType" style="width: 100%" :disabled="dialogMode === 'detail'">
+                  <el-option label="银行账户" value="BANK" />
+                  <el-option label="证券账户" value="SECURITIES" />
+                  <el-option label="支付账户" value="PAYMENT" />
+                  <el-option label="其他" value="OTHER" />
+                </el-select>
+              </el-form-item>
+            </el-col>
+            <el-col :span="8">
+              <el-form-item label="账户范围">
+                <el-select v-model="form.bankScope" style="width: 100%" :disabled="dialogMode === 'detail'">
+                  <el-option label="行内" value="INTERNAL" />
+                  <el-option label="行外" value="EXTERNAL" />
+                </el-select>
+              </el-form-item>
+            </el-col>
+          </el-row>
+          <el-row :gutter="16">
+            <el-col :span="8">
+              <el-form-item label="开户机构">
+                <el-input v-model="form.openBank" :disabled="dialogMode === 'detail'" />
+              </el-form-item>
+            </el-col>
+            <el-col :span="8">
+              <el-form-item label="银行代码">
+                <el-input v-model="form.bankCode" :disabled="dialogMode === 'detail'" />
+              </el-form-item>
+            </el-col>
+            <el-col :span="8">
+              <el-form-item label="币种">
+                <el-input v-model="form.currency" :disabled="dialogMode === 'detail'" />
+              </el-form-item>
+            </el-col>
+          </el-row>
+          <el-row :gutter="16">
+            <el-col :span="8">
+              <el-form-item label="状态">
+                <el-select v-model="form.status" style="width: 100%" :disabled="dialogMode === 'detail'">
+                  <el-option label="正常" :value="1" />
+                  <el-option label="已销户" :value="2" />
+                </el-select>
+              </el-form-item>
+            </el-col>
+            <el-col :span="8">
+              <el-form-item label="生效日期">
+                <el-date-picker v-model="form.effectiveDate" type="date" value-format="yyyy-MM-dd" style="width: 100%" :disabled="dialogMode === 'detail'" />
+              </el-form-item>
+            </el-col>
+            <el-col :span="8">
+              <el-form-item label="失效日期">
+                <el-date-picker v-model="form.invalidDate" type="date" value-format="yyyy-MM-dd" style="width: 100%" :disabled="dialogMode === 'detail'" />
+              </el-form-item>
+            </el-col>
+          </el-row>
+        </div>
+
+        <div class="form-section accent-section">
+          <div class="section-head">
+            <span>分析信息</span>
+          </div>
+          <el-row :gutter="16">
+            <el-col :span="8">
+              <el-form-item label="是否实控账户">
+                <el-select v-model="form.isActualControl" style="width: 100%" :disabled="analysisReadonly">
+                  <el-option label="是" :value="1" />
+                  <el-option label="否" :value="0" />
+                </el-select>
+              </el-form-item>
+            </el-col>
+            <el-col :span="8">
+              <el-form-item label="月均交易笔数">
+                <el-input-number v-model="form.avgMonthTxnCount" :min="0" :disabled="analysisReadonly" style="width: 100%" />
+              </el-form-item>
+            </el-col>
+            <el-col :span="8">
+              <el-form-item label="月均交易金额">
+                <el-input-number v-model="form.avgMonthTxnAmount" :min="0" :precision="2" :disabled="analysisReadonly" style="width: 100%" />
+              </el-form-item>
+            </el-col>
+          </el-row>
+          <el-row :gutter="16">
+            <el-col :span="6">
+              <el-form-item label="频率等级">
+                <el-select v-model="form.txnFrequencyLevel" style="width: 100%" :disabled="analysisReadonly">
+                  <el-option label="LOW" value="LOW" />
+                  <el-option label="MEDIUM" value="MEDIUM" />
+                  <el-option label="HIGH" value="HIGH" />
+                </el-select>
+              </el-form-item>
+            </el-col>
+            <el-col :span="6">
+              <el-form-item label="风险等级">
+                <el-select v-model="form.txnRiskLevel" style="width: 100%" :disabled="analysisReadonly">
+                  <el-option label="LOW" value="LOW" />
+                  <el-option label="MEDIUM" value="MEDIUM" />
+                  <el-option label="HIGH" value="HIGH" />
+                </el-select>
+              </el-form-item>
+            </el-col>
+          </el-row>
+          <el-row :gutter="16">
+            <el-col :span="6">
+              <el-form-item label="借方单笔最高额">
+                <el-input-number v-model="form.debitSingleMaxAmount" :min="0" :precision="2" :disabled="analysisReadonly" style="width: 100%" />
+              </el-form-item>
+            </el-col>
+            <el-col :span="6">
+              <el-form-item label="贷方单笔最高额">
+                <el-input-number v-model="form.creditSingleMaxAmount" :min="0" :precision="2" :disabled="analysisReadonly" style="width: 100%" />
+              </el-form-item>
+            </el-col>
+            <el-col :span="6">
+              <el-form-item label="借方日累计最高额">
+                <el-input-number v-model="form.debitDailyMaxAmount" :min="0" :precision="2" :disabled="analysisReadonly" style="width: 100%" />
+              </el-form-item>
+            </el-col>
+            <el-col :span="6">
+              <el-form-item label="贷方日累计最高额">
+                <el-input-number v-model="form.creditDailyMaxAmount" :min="0" :precision="2" :disabled="analysisReadonly" style="width: 100%" />
+              </el-form-item>
+            </el-col>
+          </el-row>
+        </div>
+      </el-form>
+
+      <div slot="footer" class="dialog-footer">
+        <el-button @click="dialogVisible = false">{{ dialogMode === 'detail' ? '关 闭' : '取 消' }}</el-button>
+        <el-button v-if="dialogMode !== 'detail'" type="primary" @click="dialogVisible = false">保 存</el-button>
+      </div>
+    </el-dialog>
+  </div>
+</template>
+
+<script>
+const RELATION_TYPES = ['配偶', '父亲', '母亲', '子女', '兄弟姐妹', '朋友', '同事', '其他']
+
+const ROWS = [
+  { id: 1, staffId: 100001, staffName: '陈志远', ownerType: 'EMPLOYEE', ownerId: '330106198801126211', relationId: null, relationType: '', relationName: '', accountName: '陈志远', relationCertNo: '', accountNo: '6222024300000187612', accountType: 'BANK', bankScope: 'INTERNAL', openBank: '本行营业部', bankCode: '102331000001', currency: 'CNY', status: 1, isActualControl: 1, avgMonthTxnCount: 82, avgMonthTxnAmount: 356800, txnFrequencyLevel: 'HIGH', debitSingleMaxAmount: 58000, creditSingleMaxAmount: 120000, debitDailyMaxAmount: 132000, creditDailyMaxAmount: 168000, txnRiskLevel: 'MEDIUM', effectiveDate: '2024-01-08', invalidDate: '' },
+  { id: 2, staffId: 100001, staffName: '陈志远', ownerType: 'RELATION', ownerId: '330102198903075428', relationId: 90011, relationType: '配偶', relationName: '陆瑶', accountName: '陆瑶', relationCertNo: '330102198903075428', accountNo: '6217002876309918271', accountType: 'BANK', bankScope: 'EXTERNAL', openBank: '建设银行城西支行', bankCode: '105331000017', currency: 'CNY', status: 1, isActualControl: 1, avgMonthTxnCount: 41, avgMonthTxnAmount: 168400, txnFrequencyLevel: 'MEDIUM', debitSingleMaxAmount: 66000, creditSingleMaxAmount: 83000, debitDailyMaxAmount: 91000, creditDailyMaxAmount: 103000, txnRiskLevel: 'LOW', effectiveDate: '2024-06-18', invalidDate: '' },
+  { id: 3, staffId: 100002, staffName: '高嘉宁', ownerType: 'RELATION', relationId: 90021, relationType: '父亲', relationName: '高国平', accountName: '高国平', relationCertNo: '330106196603128414', accountNo: '3100038899226611007', accountType: 'SECURITIES', bankScope: 'EXTERNAL', openBank: '国金证券杭州营业部', bankCode: '', currency: 'CNY', status: 1, isActualControl: 0, avgMonthTxnCount: 16, avgMonthTxnAmount: 912000, txnFrequencyLevel: 'LOW', debitSingleMaxAmount: 380000, creditSingleMaxAmount: 420000, debitDailyMaxAmount: 460000, creditDailyMaxAmount: 500000, txnRiskLevel: 'HIGH', effectiveDate: '2025-02-01', invalidDate: '' },
+  { id: 4, staffId: 100003, staffName: '宋文洁', ownerType: 'EMPLOYEE', ownerId: '330106199110018922', relationId: null, relationType: '', relationName: '', accountName: '宋文洁', relationCertNo: '', accountNo: '0903001000017623312', accountType: 'BANK', bankScope: 'INTERNAL', openBank: '本行滨江支行', bankCode: '102331000009', currency: 'CNY', status: 1, isActualControl: 1, avgMonthTxnCount: 65, avgMonthTxnAmount: 204600, txnFrequencyLevel: 'MEDIUM', debitSingleMaxAmount: 36000, creditSingleMaxAmount: 92000, debitDailyMaxAmount: 88000, creditDailyMaxAmount: 112000, txnRiskLevel: 'LOW', effectiveDate: '2023-09-20', invalidDate: '' },
+  { id: 5, staffId: 100004, staffName: '周明浩', ownerType: 'RELATION', ownerId: '330108201407210024', relationId: 90031, relationType: '子女', relationName: '周晨熙', accountName: '周晨熙', relationCertNo: '330108201407210024', accountNo: '6212260018273009177', accountType: 'BANK', bankScope: 'EXTERNAL', openBank: '农业银行滨江支行', bankCode: '103331000018', currency: 'CNY', status: 1, isActualControl: 1, avgMonthTxnCount: 9, avgMonthTxnAmount: 12800, txnFrequencyLevel: 'LOW', debitSingleMaxAmount: 2500, creditSingleMaxAmount: 10000, debitDailyMaxAmount: 2600, creditDailyMaxAmount: 10000, txnRiskLevel: 'LOW', effectiveDate: '2025-03-15', invalidDate: '' },
+  { id: 6, staffId: 100002, staffName: '高嘉宁', ownerType: 'EMPLOYEE', ownerId: '330106199002163517', relationId: null, relationType: '', relationName: '', accountName: '高嘉宁', relationCertNo: '', accountNo: '9558803029941256618', accountType: 'BANK', bankScope: 'EXTERNAL', openBank: '邮储银行滨江支行', bankCode: '403331000003', currency: 'CNY', status: 2, isActualControl: 0, avgMonthTxnCount: 4, avgMonthTxnAmount: 8600, txnFrequencyLevel: 'LOW', debitSingleMaxAmount: 4300, creditSingleMaxAmount: 5000, debitDailyMaxAmount: 4300, creditDailyMaxAmount: 5000, txnRiskLevel: 'MEDIUM', effectiveDate: '2022-11-11', invalidDate: '' },
+  { id: 7, staffId: null, staffName: '-', ownerType: 'EXTERNAL', ownerId: '91330108MA2H8X8X2Q', relationId: null, relationType: '其他', relationName: '', accountName: '边界科技有限公司', relationCertNo: '', accountNo: '6214830019287765102', accountType: 'BANK', bankScope: 'EXTERNAL', openBank: '招商银行钱江支行', bankCode: '308331000112', currency: 'CNY', status: 1, isActualControl: 0, avgMonthTxnCount: 28, avgMonthTxnAmount: 68400, txnFrequencyLevel: 'MEDIUM', debitSingleMaxAmount: 32000, creditSingleMaxAmount: 45000, debitDailyMaxAmount: 58000, creditDailyMaxAmount: 76000, txnRiskLevel: 'LOW', effectiveDate: '2025-07-01', invalidDate: '' },
+  { id: 8, staffId: null, staffName: '-', ownerType: 'INTERMEDIARY', ownerId: '330105198512124411', relationId: null, relationType: '', relationName: '', accountName: '吴晓峰', relationCertNo: '', accountNo: '13857123456', accountType: 'PAYMENT', bankScope: 'EXTERNAL', openBank: '支付宝', bankCode: '', currency: 'CNY', status: 1, isActualControl: 0, avgMonthTxnCount: 12, avgMonthTxnAmount: 48600, txnFrequencyLevel: 'MEDIUM', debitSingleMaxAmount: 9000, creditSingleMaxAmount: 12000, debitDailyMaxAmount: 15000, creditDailyMaxAmount: 18000, txnRiskLevel: 'LOW', effectiveDate: '2025-04-01', invalidDate: '' }
+]
+
+const STAFF_OPTIONS = [
+  { staffId: 100001, name: '陈志远', ownerId: '330106198801126211' },
+  { staffId: 100002, name: '高嘉宁', ownerId: '330106199002163517' },
+  { staffId: 100003, name: '宋文洁', ownerId: '330106199110018922' },
+  { staffId: 100004, name: '周明浩', ownerId: '330106198612104136' }
+]
+
+const RELATION_OPTIONS = [
+  { id: 90011, staffId: 100001, relationName: '陆瑶', relationType: '配偶', relationCertNo: '330102198903075428' },
+  { id: 90021, staffId: 100002, relationName: '高国平', relationType: '父亲', relationCertNo: '330106196603128414' },
+  { id: 90031, staffId: 100004, relationName: '周晨熙', relationType: '子女', relationCertNo: '330108201407210024' }
+]
+
+function createEmptyForm() {
+  return {
+    id: null,
+    staffId: undefined,
+    ownerType: 'EMPLOYEE',
+    ownerId: '',
+    relationId: undefined,
+    relationType: '',
+    relationName: '',
+    accountName: '',
+    relationCertNo: '',
+    accountNo: '',
+    accountType: 'BANK',
+    bankScope: 'EXTERNAL',
+    openBank: '',
+    bankCode: '',
+    currency: 'CNY',
+    status: 1,
+    effectiveDate: '',
+    invalidDate: '',
+    isActualControl: 1,
+    avgMonthTxnCount: 0,
+    avgMonthTxnAmount: 0,
+    txnFrequencyLevel: 'MEDIUM',
+    debitSingleMaxAmount: 0,
+    creditSingleMaxAmount: 0,
+    debitDailyMaxAmount: 0,
+    creditDailyMaxAmount: 0,
+    txnRiskLevel: 'LOW'
+  }
+}
+
+export default {
+  name: 'CcdiAccountInfoPrototype',
+  data() {
+    return {
+      showSearch: true,
+      dialogVisible: false,
+      dialogMode: 'create',
+      queryParams: {
+        pageNum: 1,
+        pageSize: 10,
+        staffName: '',
+        ownerType: '',
+        bankScope: '',
+        relationType: '',
+        accountName: '',
+        accountType: '',
+        isActualControl: undefined,
+        riskLevel: '',
+        status: undefined
+      },
+      rows: ROWS,
+      form: createEmptyForm(),
+      staffOptions: STAFF_OPTIONS,
+      allRelationOptions: RELATION_OPTIONS,
+      relationTypeOptions: RELATION_TYPES
+    }
+  },
+  computed: {
+    filteredRows() {
+      return this.rows.filter((row) => {
+        if (this.queryParams.staffName && !row.staffName.includes(this.queryParams.staffName)) return false
+        if (this.queryParams.ownerType && row.ownerType !== this.queryParams.ownerType) return false
+        if (this.queryParams.bankScope && row.bankScope !== this.queryParams.bankScope) return false
+        if (this.queryParams.relationType && row.relationType !== this.queryParams.relationType) return false
+        if (this.queryParams.accountName && !row.accountName.includes(this.queryParams.accountName)) return false
+        if (this.queryParams.accountType && row.accountType !== this.queryParams.accountType) return false
+        if (this.queryParams.isActualControl !== undefined && row.isActualControl !== this.queryParams.isActualControl) return false
+        if (this.queryParams.riskLevel && row.txnRiskLevel !== this.queryParams.riskLevel) return false
+        if (this.queryParams.status !== undefined && row.status !== this.queryParams.status) return false
+        return true
+      })
+    },
+    pageRows() {
+      const start = (this.queryParams.pageNum - 1) * this.queryParams.pageSize
+      return this.filteredRows.slice(start, start + this.queryParams.pageSize)
+    },
+    relationOptions() {
+      if (!this.form.staffId) return []
+      return this.allRelationOptions.filter(item => item.staffId === this.form.staffId)
+    },
+    analysisReadonly() {
+      return this.dialogMode === 'detail' || this.form.bankScope === 'INTERNAL'
+    },
+    dialogTitle() {
+      if (this.dialogMode === 'detail') return '账户详情'
+      if (this.dialogMode === 'edit') return '编辑账户'
+      return '新增账户'
+    }
+  },
+  methods: {
+    getList() {
+      this.queryParams.pageNum = 1
+    },
+    formatAmount(value) {
+      if (value === null || value === undefined || value === '') return '0.00'
+      return Number(value).toLocaleString('zh-CN', { minimumFractionDigits: 2, maximumFractionDigits: 2 })
+    },
+    accountTypeLabel(type) {
+      return { BANK: '银行账户', SECURITIES: '证券账户', PAYMENT: '支付账户', OTHER: '其他' }[type] || type
+    },
+    bankScopeLabel(scope) {
+      return { INTERNAL: '行内', EXTERNAL: '行外' }[scope] || scope
+    },
+    bankScopeTagType(scope) {
+      return scope === 'INTERNAL' ? 'success' : 'warning'
+    },
+    ownerTypeLabel(type) {
+      return { EMPLOYEE: '员工', RELATION: '员工关系人', INTERMEDIARY: '中介', EXTERNAL: '外部人员' }[type] || type
+    },
+    ownerTypeTagType(type) {
+      return { EMPLOYEE: 'success', RELATION: 'info', INTERMEDIARY: 'danger', EXTERNAL: 'warning' }[type] || 'info'
+    },
+    riskTagType(level) {
+      return { LOW: 'success', MEDIUM: 'warning', HIGH: 'danger' }[level] || 'info'
+    },
+    frequencyTagType(level) {
+      return { LOW: 'info', MEDIUM: '', HIGH: 'danger' }[level] || 'info'
+    },
+    handleQuery() {
+      this.queryParams.pageNum = 1
+    },
+    resetQuery() {
+      this.queryParams = {
+        pageNum: 1,
+        pageSize: 10,
+        staffName: '',
+        ownerType: '',
+        bankScope: '',
+        relationType: '',
+        accountName: '',
+        accountType: '',
+        isActualControl: undefined,
+        riskLevel: '',
+        status: undefined
+      }
+    },
+    handlePagination() {},
+    openCreateDialog() {
+      this.dialogMode = 'create'
+      this.form = createEmptyForm()
+      this.dialogVisible = true
+    },
+    openEditDialog(row) {
+      this.dialogMode = 'edit'
+      this.form = { ...row }
+      this.dialogVisible = true
+    },
+    openDetailDialog(row) {
+      this.dialogMode = 'detail'
+      this.form = { ...row }
+      this.dialogVisible = true
+    },
+    handleOwnerTypeChange(value) {
+      if (value !== 'RELATION') {
+        this.form.relationId = undefined
+        this.form.relationType = ''
+        this.form.relationCertNo = ''
+      }
+      if (value === 'EMPLOYEE') {
+        this.form.relationName = ''
+        const staff = this.staffOptions.find(item => item.staffId === this.form.staffId)
+        this.form.accountName = staff ? staff.name : ''
+        this.form.ownerId = staff ? (staff.ownerId || '') : this.form.ownerId
+      }
+      if (value === 'EXTERNAL' || value === 'INTERMEDIARY') this.form.staffId = undefined
+    },
+    handleStaffChange(staffId) {
+      if (this.form.ownerType !== 'EMPLOYEE') return
+      const staff = this.staffOptions.find(item => item.staffId === staffId)
+      this.form.accountName = staff ? staff.name : ''
+    },
+    fillRelationMeta(relationId) {
+      const relation = this.allRelationOptions.find(item => item.id === relationId)
+      if (!relation) return
+      this.form.relationName = relation.relationName
+      this.form.accountName = relation.relationName
+      this.form.relationType = relation.relationType
+      this.form.relationCertNo = relation.relationCertNo
+    }
+  }
+}
+</script>
+
+<style lang="scss" scoped>
+.account-prototype-page {
+  min-height: calc(100vh - 84px);
+  background: #f5f7fa;
+}
+
+.board {
+  padding: 20px;
+  border-radius: 8px;
+  background: #fff;
+  border: 1px solid #ebeef5;
+  box-shadow: none;
+}
+
+.account-table ::v-deep .el-table__header th {
+  background: #f8f8f9;
+  color: #515a6e;
+}
+
+.form-section {
+  margin-bottom: 18px;
+  padding: 18px 18px 4px;
+  border-radius: 8px;
+  background: #f9fafb;
+  border: 1px solid #ebeef5;
+}
+
+.accent-section {
+  background: #f9fafb;
+}
+
+.section-head {
+  display: flex;
+  align-items: baseline;
+  justify-content: space-between;
+  gap: 16px;
+  margin-bottom: 16px;
+}
+
+.section-head span {
+  color: #303133;
+  font-size: 16px;
+  font-weight: 700;
+}
+
+.section-head small {
+  color: #909399;
+  font-size: 12px;
+}
+
+@media (max-width: 768px) {
+  .query-form ::v-deep .el-form-item {
+    display: block;
+    margin-right: 0;
+  }
+}
+</style>

ruoyi-ui/vue.config.js

@@ -36,8 +36,7 @@ module.exports = {
     proxy: {
       // detail: https://cli.vuejs.org/config/#devserver-proxy
       [process.env.VUE_APP_BASE_API]: {
-        // target: baseUrl,
-        target: "http://116.62.17.81:62318",
+        target: baseUrl,
         changeOrigin: true,
         pathRewrite: {
           ['^' + process.env.VUE_APP_BASE_API]: ''

sql/migration/2026-04-10-split-ccdi-account-info.sql

@@ -0,0 +1,145 @@
+-- 拆分账户信息表：账户基础信息保留在 ccdi_account_info，动态交易画像迁移到 ccdi_account_result。
+-- 执行说明：涉及中文内容时请使用 bin/mysql_utf8_exec.sh 执行，确保会话字符集为 utf8mb4。
+
+CREATE TABLE IF NOT EXISTS `ccdi_account_result` (
+  `result_id` BIGINT NOT NULL AUTO_INCREMENT COMMENT '主键，唯一标识',
+  `account_no` VARCHAR(240) NOT NULL COMMENT '账户号码(加密存储)',
+  `is_self_account` TINYINT(1) NOT NULL DEFAULT 1 COMMENT '是否本人实控账户：0-否 1-是',
+  `monthly_avg_trans_count` INT DEFAULT 0 COMMENT '近6个月平均交易笔数',
+  `monthly_avg_trans_amount` DECIMAL(18,2) DEFAULT 0.00 COMMENT '近6个月平均交易金额',
+  `trans_freq_type` VARCHAR(20) DEFAULT 'MEDIUM' COMMENT 'LOW:低频, MEDIUM:中频, HIGH:高频',
+  `dr_max_single_amount` DECIMAL(18,2) COMMENT '借方单笔交易最高额',
+  `cr_max_single_amount` DECIMAL(18,2) COMMENT '贷方单笔交易最高额',
+  `dr_max_daily_amount` DECIMAL(18,2) COMMENT '借方日累计交易最高额',
+  `cr_max_daily_amount` DECIMAL(18,2) COMMENT '贷方日累计交易最高额',
+  `trans_risk_level` VARCHAR(10) DEFAULT 'LOW' COMMENT '交易风险等级',
+  `create_by` VARCHAR(64) DEFAULT NULL COMMENT '创建者',
+  `create_time` DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
+  `update_by` VARCHAR(64) DEFAULT NULL COMMENT '更新者',
+  `update_time` DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP COMMENT '更新时间',
+  PRIMARY KEY (`result_id`),
+  UNIQUE KEY `uk_ccdi_account_result_account_no` (`account_no`),
+  KEY `idx_ccdi_account_result_risk_level` (`trans_risk_level`)
+) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='账户结果表';
+
+DELIMITER //
+
+DROP PROCEDURE IF EXISTS `migrate_ccdi_account_info_split`//
+CREATE PROCEDURE `migrate_ccdi_account_info_split`()
+BEGIN
+  DECLARE dynamic_column_count INT DEFAULT 0;
+
+  SELECT COUNT(*)
+    INTO dynamic_column_count
+  FROM information_schema.COLUMNS
+  WHERE TABLE_SCHEMA = DATABASE()
+    AND TABLE_NAME = 'ccdi_account_info'
+    AND COLUMN_NAME IN (
+      'is_self_account',
+      'monthly_avg_trans_count',
+      'monthly_avg_trans_amount',
+      'trans_freq_type',
+      'dr_max_single_amount',
+      'cr_max_single_amount',
+      'dr_max_daily_amount',
+      'cr_max_daily_amount',
+      'trans_risk_level'
+    );
+
+  IF dynamic_column_count = 9 THEN
+    INSERT INTO `ccdi_account_result` (
+      `account_no`,
+      `is_self_account`,
+      `monthly_avg_trans_count`,
+      `monthly_avg_trans_amount`,
+      `trans_freq_type`,
+      `dr_max_single_amount`,
+      `cr_max_single_amount`,
+      `dr_max_daily_amount`,
+      `cr_max_daily_amount`,
+      `trans_risk_level`,
+      `create_by`,
+      `create_time`,
+      `update_by`,
+      `update_time`
+    )
+    SELECT
+      `account_no`,
+      COALESCE(`is_self_account`, 1),
+      COALESCE(CAST(`monthly_avg_trans_count` AS SIGNED), 0),
+      COALESCE(`monthly_avg_trans_amount`, 0.00),
+      COALESCE(`trans_freq_type`, 'MEDIUM'),
+      `dr_max_single_amount`,
+      `cr_max_single_amount`,
+      `dr_max_daily_amount`,
+      `cr_max_daily_amount`,
+      COALESCE(`trans_risk_level`, 'LOW'),
+      `create_by`,
+      COALESCE(`create_time`, CURRENT_TIMESTAMP),
+      `update_by`,
+      COALESCE(`update_time`, CURRENT_TIMESTAMP)
+    FROM `ccdi_account_info`
+    ON DUPLICATE KEY UPDATE
+      `is_self_account` = VALUES(`is_self_account`),
+      `monthly_avg_trans_count` = VALUES(`monthly_avg_trans_count`),
+      `monthly_avg_trans_amount` = VALUES(`monthly_avg_trans_amount`),
+      `trans_freq_type` = VALUES(`trans_freq_type`),
+      `dr_max_single_amount` = VALUES(`dr_max_single_amount`),
+      `cr_max_single_amount` = VALUES(`cr_max_single_amount`),
+      `dr_max_daily_amount` = VALUES(`dr_max_daily_amount`),
+      `cr_max_daily_amount` = VALUES(`cr_max_daily_amount`),
+      `trans_risk_level` = VALUES(`trans_risk_level`),
+      `update_by` = VALUES(`update_by`),
+      `update_time` = VALUES(`update_time`);
+
+    ALTER TABLE `ccdi_account_info`
+      DROP COLUMN `is_self_account`,
+      DROP COLUMN `monthly_avg_trans_count`,
+      DROP COLUMN `monthly_avg_trans_amount`,
+      DROP COLUMN `trans_freq_type`,
+      DROP COLUMN `dr_max_single_amount`,
+      DROP COLUMN `cr_max_single_amount`,
+      DROP COLUMN `dr_max_daily_amount`,
+      DROP COLUMN `cr_max_daily_amount`,
+      DROP COLUMN `trans_risk_level`;
+  ELSEIF dynamic_column_count <> 0 THEN
+    SIGNAL SQLSTATE '45000'
+      SET MESSAGE_TEXT = 'ccdi_account_info dynamic columns are partially migrated; please check schema before running this migration.';
+  END IF;
+END//
+
+CALL `migrate_ccdi_account_info_split`()//
+DROP PROCEDURE IF EXISTS `migrate_ccdi_account_info_split`//
+
+DELIMITER ;
+
+DELIMITER //
+
+DROP PROCEDURE IF EXISTS `add_ccdi_account_info_bank_scope`//
+CREATE PROCEDURE `add_ccdi_account_info_bank_scope`()
+BEGIN
+  DECLARE column_count INT DEFAULT 0;
+
+  SELECT COUNT(*)
+    INTO column_count
+  FROM information_schema.COLUMNS
+  WHERE TABLE_SCHEMA = DATABASE()
+    AND TABLE_NAME = 'ccdi_account_info'
+    AND COLUMN_NAME = 'bank_scope';
+
+  IF column_count = 0 THEN
+    ALTER TABLE `ccdi_account_info`
+      ADD COLUMN `bank_scope` VARCHAR(20) NOT NULL DEFAULT 'INTERNAL' COMMENT '账户范围：INTERNAL-行内，EXTERNAL-行外'
+      AFTER `account_type`;
+  END IF;
+
+  UPDATE `ccdi_account_info`
+     SET `bank_scope` = 'INTERNAL'
+   WHERE `bank_scope` IS NULL
+      OR `bank_scope` = '';
+END//
+
+CALL `add_ccdi_account_info_bank_scope`()//
+DROP PROCEDURE IF EXISTS `add_ccdi_account_info_bank_scope`//
+
+DELIMITER ;

sql/migration/2026-04-13-add-ccdi-account-info-menu.sql

@@ -0,0 +1,381 @@
+-- 账户库管理菜单
+-- 挂载到“信息维护”目录下，可重复执行
+
+SET @parent_menu_id = (
+    SELECT menu_id
+    FROM sys_menu
+    WHERE menu_name = '信息维护'
+      AND parent_id = 0
+    LIMIT 1
+);
+
+INSERT INTO sys_menu (
+    menu_name,
+    parent_id,
+    order_num,
+    path,
+    component,
+    is_frame,
+    is_cache,
+    menu_type,
+    visible,
+    status,
+    perms,
+    icon,
+    create_by,
+    create_time,
+    update_by,
+    update_time,
+    remark
+)
+SELECT
+    '账户库管理',
+    @parent_menu_id,
+    11,
+    'accountInfo',
+    'ccdiAccountInfo/index',
+    1,
+    0,
+    'C',
+    '0',
+    '0',
+    'ccdi:accountInfo:list',
+    'documentation',
+    'admin',
+    NOW(),
+    '',
+    NULL,
+    '账户库管理菜单'
+FROM dual
+WHERE @parent_menu_id IS NOT NULL
+  AND NOT EXISTS (
+      SELECT 1
+      FROM sys_menu
+      WHERE parent_id = @parent_menu_id
+        AND path = 'accountInfo'
+  );
+
+SET @menu_id = (
+    SELECT menu_id
+    FROM sys_menu
+    WHERE parent_id = @parent_menu_id
+      AND path = 'accountInfo'
+    LIMIT 1
+);
+
+INSERT INTO sys_menu (
+    menu_name,
+    parent_id,
+    order_num,
+    path,
+    component,
+    is_frame,
+    is_cache,
+    menu_type,
+    visible,
+    status,
+    perms,
+    icon,
+    create_by,
+    create_time,
+    remark
+)
+SELECT '账户查询', @menu_id, 1, '', '', 1, 0, 'F', '0', '0', 'ccdi:accountInfo:query', '#', 'admin', NOW(), ''
+FROM dual
+WHERE @menu_id IS NOT NULL
+  AND NOT EXISTS (
+      SELECT 1
+      FROM sys_menu
+      WHERE parent_id = @menu_id
+        AND perms = 'ccdi:accountInfo:query'
+  );
+
+INSERT INTO sys_menu (
+    menu_name,
+    parent_id,
+    order_num,
+    path,
+    component,
+    is_frame,
+    is_cache,
+    menu_type,
+    visible,
+    status,
+    perms,
+    icon,
+    create_by,
+    create_time,
+    remark
+)
+SELECT '账户新增', @menu_id, 2, '', '', 1, 0, 'F', '0', '0', 'ccdi:accountInfo:add', '#', 'admin', NOW(), ''
+FROM dual
+WHERE @menu_id IS NOT NULL
+  AND NOT EXISTS (
+      SELECT 1
+      FROM sys_menu
+      WHERE parent_id = @menu_id
+        AND perms = 'ccdi:accountInfo:add'
+  );
+
+INSERT INTO sys_menu (
+    menu_name,
+    parent_id,
+    order_num,
+    path,
+    component,
+    is_frame,
+    is_cache,
+    menu_type,
+    visible,
+    status,
+    perms,
+    icon,
+    create_by,
+    create_time,
+    remark
+)
+SELECT '账户修改', @menu_id, 3, '', '', 1, 0, 'F', '0', '0', 'ccdi:accountInfo:edit', '#', 'admin', NOW(), ''
+FROM dual
+WHERE @menu_id IS NOT NULL
+  AND NOT EXISTS (
+      SELECT 1
+      FROM sys_menu
+      WHERE parent_id = @menu_id
+        AND perms = 'ccdi:accountInfo:edit'
+  );
+
+INSERT INTO sys_menu (
+    menu_name,
+    parent_id,
+    order_num,
+    path,
+    component,
+    is_frame,
+    is_cache,
+    menu_type,
+    visible,
+    status,
+    perms,
+    icon,
+    create_by,
+    create_time,
+    remark
+)
+SELECT '账户删除', @menu_id, 4, '', '', 1, 0, 'F', '0', '0', 'ccdi:accountInfo:remove', '#', 'admin', NOW(), ''
+FROM dual
+WHERE @menu_id IS NOT NULL
+  AND NOT EXISTS (
+      SELECT 1
+      FROM sys_menu
+      WHERE parent_id = @menu_id
+        AND perms = 'ccdi:accountInfo:remove'
+  );
+
+INSERT INTO sys_menu (
+    menu_name,
+    parent_id,
+    order_num,
+    path,
+    component,
+    is_frame,
+    is_cache,
+    menu_type,
+    visible,
+    status,
+    perms,
+    icon,
+    create_by,
+    create_time,
+    remark
+)
+SELECT '账户导入', @menu_id, 5, '', '', 1, 0, 'F', '0', '0', 'ccdi:accountInfo:import', '#', 'admin', NOW(), ''
+FROM dual
+WHERE @menu_id IS NOT NULL
+  AND NOT EXISTS (
+      SELECT 1
+      FROM sys_menu
+      WHERE parent_id = @menu_id
+        AND perms = 'ccdi:accountInfo:import'
+  );
+
+INSERT INTO sys_menu (
+    menu_name,
+    parent_id,
+    order_num,
+    path,
+    component,
+    is_frame,
+    is_cache,
+    menu_type,
+    visible,
+    status,
+    perms,
+    icon,
+    create_by,
+    create_time,
+    remark
+)
+SELECT '账户导出', @menu_id, 6, '', '', 1, 0, 'F', '0', '0', 'ccdi:accountInfo:export', '#', 'admin', NOW(), ''
+FROM dual
+WHERE @menu_id IS NOT NULL
+  AND NOT EXISTS (
+      SELECT 1
+      FROM sys_menu
+      WHERE parent_id = @menu_id
+        AND perms = 'ccdi:accountInfo:export'
+  );
+
+INSERT INTO sys_role_menu (role_id, menu_id)
+SELECT 1, @menu_id
+FROM dual
+WHERE @menu_id IS NOT NULL
+  AND NOT EXISTS (
+      SELECT 1
+      FROM sys_role_menu
+      WHERE role_id = 1
+        AND menu_id = @menu_id
+  );
+
+INSERT INTO sys_role_menu (role_id, menu_id)
+SELECT 1,
+       (
+           SELECT menu_id
+           FROM sys_menu
+           WHERE parent_id = @menu_id
+             AND perms = 'ccdi:accountInfo:query'
+           LIMIT 1
+       )
+FROM dual
+WHERE @menu_id IS NOT NULL
+  AND NOT EXISTS (
+      SELECT 1
+      FROM sys_role_menu
+      WHERE role_id = 1
+        AND menu_id = (
+            SELECT menu_id
+            FROM sys_menu
+            WHERE parent_id = @menu_id
+              AND perms = 'ccdi:accountInfo:query'
+            LIMIT 1
+        )
+  );
+
+INSERT INTO sys_role_menu (role_id, menu_id)
+SELECT 1,
+       (
+           SELECT menu_id
+           FROM sys_menu
+           WHERE parent_id = @menu_id
+             AND perms = 'ccdi:accountInfo:import'
+           LIMIT 1
+       )
+FROM dual
+WHERE @menu_id IS NOT NULL
+  AND NOT EXISTS (
+      SELECT 1
+      FROM sys_role_menu
+      WHERE role_id = 1
+        AND menu_id = (
+            SELECT menu_id
+            FROM sys_menu
+            WHERE parent_id = @menu_id
+              AND perms = 'ccdi:accountInfo:import'
+            LIMIT 1
+        )
+  );
+
+INSERT INTO sys_role_menu (role_id, menu_id)
+SELECT 1,
+       (
+           SELECT menu_id
+           FROM sys_menu
+           WHERE parent_id = @menu_id
+             AND perms = 'ccdi:accountInfo:export'
+           LIMIT 1
+       )
+FROM dual
+WHERE @menu_id IS NOT NULL
+  AND NOT EXISTS (
+      SELECT 1
+      FROM sys_role_menu
+      WHERE role_id = 1
+        AND menu_id = (
+            SELECT menu_id
+            FROM sys_menu
+            WHERE parent_id = @menu_id
+              AND perms = 'ccdi:accountInfo:export'
+            LIMIT 1
+        )
+  );
+
+INSERT INTO sys_role_menu (role_id, menu_id)
+SELECT 1,
+       (
+           SELECT menu_id
+           FROM sys_menu
+           WHERE parent_id = @menu_id
+             AND perms = 'ccdi:accountInfo:add'
+           LIMIT 1
+       )
+FROM dual
+WHERE @menu_id IS NOT NULL
+  AND NOT EXISTS (
+      SELECT 1
+      FROM sys_role_menu
+      WHERE role_id = 1
+        AND menu_id = (
+            SELECT menu_id
+            FROM sys_menu
+            WHERE parent_id = @menu_id
+              AND perms = 'ccdi:accountInfo:add'
+            LIMIT 1
+        )
+  );
+
+INSERT INTO sys_role_menu (role_id, menu_id)
+SELECT 1,
+       (
+           SELECT menu_id
+           FROM sys_menu
+           WHERE parent_id = @menu_id
+             AND perms = 'ccdi:accountInfo:edit'
+           LIMIT 1
+       )
+FROM dual
+WHERE @menu_id IS NOT NULL
+  AND NOT EXISTS (
+      SELECT 1
+      FROM sys_role_menu
+      WHERE role_id = 1
+        AND menu_id = (
+            SELECT menu_id
+            FROM sys_menu
+            WHERE parent_id = @menu_id
+              AND perms = 'ccdi:accountInfo:edit'
+            LIMIT 1
+        )
+  );
+
+INSERT INTO sys_role_menu (role_id, menu_id)
+SELECT 1,
+       (
+           SELECT menu_id
+           FROM sys_menu
+           WHERE parent_id = @menu_id
+             AND perms = 'ccdi:accountInfo:remove'
+           LIMIT 1
+       )
+FROM dual
+WHERE @menu_id IS NOT NULL
+  AND NOT EXISTS (
+      SELECT 1
+      FROM sys_role_menu
+      WHERE role_id = 1
+        AND menu_id = (
+            SELECT menu_id
+            FROM sys_menu
+            WHERE parent_id = @menu_id
+              AND perms = 'ccdi:accountInfo:remove'
+            LIMIT 1
+        )
+  );

sql/migration/2026-04-13-fix-employee-external-seed-encoding.sql

@@ -0,0 +1,6 @@
+UPDATE ccdi_account_info
+SET
+  account_name = '测试员工A行外卡',
+  bank = '杭州联合银行城东支行',
+  update_by = 'system'
+WHERE account_no = '622202440000010001';

sql/migration/2026-04-13-seed-ccdi-account-info-external-scenarios.sql

@@ -0,0 +1,274 @@
+-- Seed account test data for external scenarios.
+-- Covers EMPLOYEE / RELATION / INTERMEDIARY / EXTERNAL owner types.
+
+INSERT INTO ccdi_account_info (
+  account_no,
+  account_type,
+  bank_scope,
+  account_name,
+  owner_type,
+  owner_id,
+  bank,
+  bank_code,
+  currency,
+  status,
+  effective_date,
+  invalid_date,
+  create_by,
+  update_by
+)
+SELECT
+  '622202440000010001',
+  'BANK',
+  'EXTERNAL',
+  '测试员工A行外卡',
+  'EMPLOYEE',
+  '330101199001010001',
+  '杭州联合银行城东支行',
+  'HZLH001',
+  'CNY',
+  1,
+  '2026-04-13',
+  NULL,
+  'system',
+  'system'
+FROM dual
+WHERE NOT EXISTS (
+  SELECT 1 FROM ccdi_account_info WHERE account_no = '622202440000010001'
+);
+
+INSERT INTO ccdi_account_result (
+  account_no,
+  is_self_account,
+  monthly_avg_trans_count,
+  monthly_avg_trans_amount,
+  trans_freq_type,
+  dr_max_single_amount,
+  cr_max_single_amount,
+  dr_max_daily_amount,
+  cr_max_daily_amount,
+  trans_risk_level,
+  create_by,
+  update_by
+)
+SELECT
+  '622202440000010001',
+  1,
+  12,
+  28600.00,
+  'MEDIUM',
+  8800.00,
+  12000.00,
+  16000.00,
+  22000.00,
+  'MEDIUM',
+  'system',
+  'system'
+FROM dual
+WHERE NOT EXISTS (
+  SELECT 1 FROM ccdi_account_result WHERE account_no = '622202440000010001'
+);
+
+INSERT INTO ccdi_account_info (
+  account_no,
+  account_type,
+  bank_scope,
+  account_name,
+  owner_type,
+  owner_id,
+  bank,
+  bank_code,
+  currency,
+  status,
+  effective_date,
+  invalid_date,
+  create_by,
+  update_by
+)
+SELECT
+  'ZQ330101199104010101',
+  'SECURITIES',
+  'EXTERNAL',
+  '边界配偶甲',
+  'RELATION',
+  '330101199104010101',
+  '国泰君安杭州营业部',
+  'GTJAHZ01',
+  'CNY',
+  1,
+  '2026-04-13',
+  NULL,
+  'system',
+  'system'
+FROM dual
+WHERE NOT EXISTS (
+  SELECT 1 FROM ccdi_account_info WHERE account_no = 'ZQ330101199104010101'
+);
+
+INSERT INTO ccdi_account_result (
+  account_no,
+  is_self_account,
+  monthly_avg_trans_count,
+  monthly_avg_trans_amount,
+  trans_freq_type,
+  dr_max_single_amount,
+  cr_max_single_amount,
+  dr_max_daily_amount,
+  cr_max_daily_amount,
+  trans_risk_level,
+  create_by,
+  update_by
+)
+SELECT
+  'ZQ330101199104010101',
+  0,
+  6,
+  152000.00,
+  'LOW',
+  68000.00,
+  72000.00,
+  98000.00,
+  116000.00,
+  'HIGH',
+  'system',
+  'system'
+FROM dual
+WHERE NOT EXISTS (
+  SELECT 1 FROM ccdi_account_result WHERE account_no = 'ZQ330101199104010101'
+);
+
+INSERT INTO ccdi_account_info (
+  account_no,
+  account_type,
+  bank_scope,
+  account_name,
+  owner_type,
+  owner_id,
+  bank,
+  bank_code,
+  currency,
+  status,
+  effective_date,
+  invalid_date,
+  create_by,
+  update_by
+)
+SELECT
+  '13700000035',
+  'PAYMENT',
+  'EXTERNAL',
+  '模型异常中介',
+  'INTERMEDIARY',
+  '330101197901010055',
+  '支付宝',
+  'ALIPAY',
+  'CNY',
+  1,
+  '2026-04-13',
+  NULL,
+  'system',
+  'system'
+FROM dual
+WHERE NOT EXISTS (
+  SELECT 1 FROM ccdi_account_info WHERE account_no = '13700000035'
+);
+
+INSERT INTO ccdi_account_result (
+  account_no,
+  is_self_account,
+  monthly_avg_trans_count,
+  monthly_avg_trans_amount,
+  trans_freq_type,
+  dr_max_single_amount,
+  cr_max_single_amount,
+  dr_max_daily_amount,
+  cr_max_daily_amount,
+  trans_risk_level,
+  create_by,
+  update_by
+)
+SELECT
+  '13700000035',
+  0,
+  18,
+  46800.00,
+  'MEDIUM',
+  9000.00,
+  13800.00,
+  18800.00,
+  21600.00,
+  'LOW',
+  'system',
+  'system'
+FROM dual
+WHERE NOT EXISTS (
+  SELECT 1 FROM ccdi_account_result WHERE account_no = '13700000035'
+);
+
+INSERT INTO ccdi_account_info (
+  account_no,
+  account_type,
+  bank_scope,
+  account_name,
+  owner_type,
+  owner_id,
+  bank,
+  bank_code,
+  currency,
+  status,
+  effective_date,
+  invalid_date,
+  create_by,
+  update_by
+)
+SELECT
+  'wx-ext-20260413-001',
+  'OTHER',
+  'EXTERNAL',
+  '外部合作机构测试',
+  'EXTERNAL',
+  '91330100EXT20260413',
+  '微信支付',
+  'WXPAY',
+  'CNY',
+  1,
+  '2026-04-13',
+  NULL,
+  'system',
+  'system'
+FROM dual
+WHERE NOT EXISTS (
+  SELECT 1 FROM ccdi_account_info WHERE account_no = 'wx-ext-20260413-001'
+);
+
+INSERT INTO ccdi_account_result (
+  account_no,
+  is_self_account,
+  monthly_avg_trans_count,
+  monthly_avg_trans_amount,
+  trans_freq_type,
+  dr_max_single_amount,
+  cr_max_single_amount,
+  dr_max_daily_amount,
+  cr_max_daily_amount,
+  trans_risk_level,
+  create_by,
+  update_by
+)
+SELECT
+  'wx-ext-20260413-001',
+  0,
+  9,
+  9800.00,
+  'LOW',
+  3200.00,
+  4100.00,
+  5600.00,
+  7000.00,
+  'LOW',
+  'system',
+  'system'
+FROM dual
+WHERE NOT EXISTS (
+  SELECT 1 FROM ccdi_account_result WHERE account_no = 'wx-ext-20260413-001'
+);