新增新增贷款查询和导出

2026-07-03 10:01:17 +08:00
parent 8b9226643c
commit bb41fd7e89
14 changed files with 794 additions and 0 deletions
--- a/ccdi-project/src/main/java/com/ruoyi/ccdi/project/controller/CcdiProjectSpecialCheckController.java
+++ b/ccdi-project/src/main/java/com/ruoyi/ccdi/project/controller/CcdiProjectSpecialCheckController.java
@@ -8,6 +8,8 @@ import com.ruoyi.ccdi.project.domain.dto.CcdiProjectExtendedTransferDetailQueryD
 import com.ruoyi.ccdi.project.domain.dto.CcdiProjectExtendedTransferQueryDTO;
 import com.ruoyi.ccdi.project.domain.dto.CcdiProjectFamilyAssetLiabilityDetailQueryDTO;
 import com.ruoyi.ccdi.project.domain.dto.CcdiProjectFamilyAssetLiabilityListQueryDTO;
+import com.ruoyi.ccdi.project.domain.dto.CcdiProjectIncreaseLendingQueryDTO;
+import com.ruoyi.ccdi.project.domain.excel.CcdiProjectIncreaseLendingExcel;
 import com.ruoyi.ccdi.project.domain.vo.CcdiProjectExtendedPurchaseDetailVO;
 import com.ruoyi.ccdi.project.domain.vo.CcdiProjectExtendedPurchaseListVO;
 import com.ruoyi.ccdi.project.domain.vo.CcdiProjectExtendedRecruitmentDetailVO;
@@ -16,16 +18,21 @@ import com.ruoyi.ccdi.project.domain.vo.CcdiProjectExtendedTransferDetailVO;
 import com.ruoyi.ccdi.project.domain.vo.CcdiProjectExtendedTransferListVO;
 import com.ruoyi.ccdi.project.domain.vo.CcdiProjectFamilyAssetLiabilityDetailVO;
 import com.ruoyi.ccdi.project.domain.vo.CcdiProjectFamilyAssetLiabilityListVO;
+import com.ruoyi.ccdi.project.domain.vo.CcdiProjectIncreaseLendingListVO;
 import com.ruoyi.ccdi.project.service.CcdiProjectAccessService;
 import com.ruoyi.ccdi.project.service.ICcdiProjectSpecialCheckService;
 import com.ruoyi.common.core.controller.BaseController;
 import com.ruoyi.common.core.domain.AjaxResult;
+import com.ruoyi.common.utils.poi.ExcelUtil;
 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 java.util.List;
 import org.springframework.security.access.prepost.PreAuthorize;
 import org.springframework.validation.annotation.Validated;
 import org.springframework.web.bind.annotation.GetMapping;
+import org.springframework.web.bind.annotation.PostMapping;
 import org.springframework.web.bind.annotation.RequestMapping;
 import org.springframework.web.bind.annotation.RestController;

@@ -138,4 +145,29 @@ public class CcdiProjectSpecialCheckController extends BaseController {
        CcdiProjectExtendedTransferDetailVO result = specialCheckService.getExtendedTransferDetail(queryDTO);
        return AjaxResult.success(result);
    }
+
+    /**
+     * 查询新增贷款列表
+     */
+    @GetMapping("/increase-lending/list")
+    @Operation(summary = "查询新增贷款列表")
+    @PreAuthorize("@ss.hasPermi('ccdi:project:query')")
+    public AjaxResult getIncreaseLendingList(@Validated CcdiProjectIncreaseLendingQueryDTO queryDTO) {
+        projectAccessService.assertCanRead(queryDTO.getProjectId());
+        CcdiProjectIncreaseLendingListVO result = specialCheckService.getIncreaseLendingList(queryDTO);
+        return AjaxResult.success(result);
+    }
+
+    /**
+     * 导出新增贷款列表
+     */
+    @PostMapping("/increase-lending/export")
+    @Operation(summary = "导出新增贷款列表")
+    @PreAuthorize("@ss.hasPermi('ccdi:project:query')")
+    public void exportIncreaseLending(HttpServletResponse response, @Validated CcdiProjectIncreaseLendingQueryDTO queryDTO) {
+        projectAccessService.assertCanRead(queryDTO.getProjectId());
+        List<CcdiProjectIncreaseLendingExcel> rows = specialCheckService.exportIncreaseLendingList(queryDTO);
+        ExcelUtil<CcdiProjectIncreaseLendingExcel> util = new ExcelUtil<>(CcdiProjectIncreaseLendingExcel.class);
+        util.exportExcel(response, rows, "新增贷款查询");
+    }
 }
--- a/ccdi-project/src/main/java/com/ruoyi/ccdi/project/domain/dto/CcdiProjectIncreaseLendingQueryDTO.java
+++ b/ccdi-project/src/main/java/com/ruoyi/ccdi/project/domain/dto/CcdiProjectIncreaseLendingQueryDTO.java
@@ -0,0 +1,36 @@
+package com.ruoyi.ccdi.project.domain.dto;
+
+import jakarta.validation.constraints.NotNull;
+import lombok.Data;
+
+/**
+ * 项目新增贷款查询入参
+ */
+@Data
+public class CcdiProjectIncreaseLendingQueryDTO {
+
+    /** 项目ID */
+    @NotNull(message = "项目ID不能为空")
+    private Long projectId;
+
+    /** 柜员号 */
+    private String staffId;
+
+    /** 员工身份证号 */
+    private String staffIdCard;
+
+    /** 审核人柜员号 */
+    private String approver;
+
+    /** 发放日期起 */
+    private String loanStartDate;
+
+    /** 发放日期止 */
+    private String loanEndDate;
+
+    /** 页码 */
+    private Integer pageNum = 1;
+
+    /** 每页条数 */
+    private Integer pageSize = 10;
+}
--- a/ccdi-project/src/main/java/com/ruoyi/ccdi/project/domain/excel/CcdiProjectIncreaseLendingExcel.java
+++ b/ccdi-project/src/main/java/com/ruoyi/ccdi/project/domain/excel/CcdiProjectIncreaseLendingExcel.java
@@ -0,0 +1,84 @@
+package com.ruoyi.ccdi.project.domain.excel;
+
+import com.ruoyi.common.annotation.Excel;
+import java.math.BigDecimal;
+import lombok.Data;
+
+/**
+ * 新增贷款查询导出对象
+ */
+@Data
+public class CcdiProjectIncreaseLendingExcel {
+
+    /** 柜员号 */
+    @Excel(name = "柜员号")
+    private String staffId;
+
+    /** 员工姓名 */
+    @Excel(name = "员工姓名")
+    private String staffName;
+
+    /** 员工身份证 */
+    @Excel(name = "员工身份证")
+    private String staffIdCard;
+
+    /** 部门 */
+    @Excel(name = "部门")
+    private String deptName;
+
+    /** 合同编号 */
+    @Excel(name = "合同编号")
+    private String contractNo;
+
+    /** 放款机构号 */
+    @Excel(name = "放款机构号")
+    private String lendingOrgNo;
+
+    /** 借款人 */
+    @Excel(name = "借款人")
+    private String borrowerName;
+
+    /** 借款人证件号 */
+    @Excel(name = "借款人证件号")
+    private String borrowerCertNo;
+
+    /** 贷款产品 */
+    @Excel(name = "贷款产品")
+    private String loanProduct;
+
+    /** 合同金额 */
+    @Excel(name = "合同金额")
+    private BigDecimal contractAmount;
+
+    /** 当前余额 */
+    @Excel(name = "当前余额")
+    private BigDecimal loanBalance;
+
+    /** 发放日期 */
+    @Excel(name = "发放日期")
+    private String loanStartDate;
+
+    /** 到期日期 */
+    @Excel(name = "到期日期")
+    private String loanEndDate;
+
+    /** 合同状态 */
+    @Excel(name = "合同状态")
+    private String status;
+
+    /** 五级分类 */
+    @Excel(name = "五级分类")
+    private String fiveClassification;
+
+    /** 客户经理ID */
+    @Excel(name = "客户经理ID")
+    private String customerManagerId;
+
+    /** 客户经理 */
+    @Excel(name = "客户经理")
+    private String customerManagerName;
+
+    /** 审批人 */
+    @Excel(name = "审批人")
+    private String approver;
+}
--- a/ccdi-project/src/main/java/com/ruoyi/ccdi/project/domain/vo/CcdiProjectIncreaseLendingListItemVO.java
+++ b/ccdi-project/src/main/java/com/ruoyi/ccdi/project/domain/vo/CcdiProjectIncreaseLendingListItemVO.java
@@ -0,0 +1,65 @@
+package com.ruoyi.ccdi.project.domain.vo;
+
+import java.math.BigDecimal;
+import lombok.Data;
+
+/**
+ * 项目新增贷款查询列表项
+ */
+@Data
+public class CcdiProjectIncreaseLendingListItemVO {
+
+    /** 员工ID/柜员号 */
+    private String staffId;
+
+    /** 员工姓名 */
+    private String staffName;
+
+    /** 员工身份证号 */
+    private String staffIdCard;
+
+    /** 所属部门 */
+    private String deptName;
+
+    /** 合同编号 */
+    private String contractNo;
+
+    /** 放款机构号 */
+    private String lendingOrgNo;
+
+    /** 借款人名称 */
+    private String borrowerName;
+
+    /** 借款人证件号码 */
+    private String borrowerCertNo;
+
+    /** 贷款产品 */
+    private String loanProduct;
+
+    /** 合同金额 */
+    private BigDecimal contractAmount;
+
+    /** 当前贷款余额 */
+    private BigDecimal loanBalance;
+
+    /** 贷款发放日期 */
+    private String loanStartDate;
+
+    /** 贷款到期日期 */
+    private String loanEndDate;
+
+    /** 合同状态 */
+    private String status;
+
+    /** 五级分类 */
+    private String fiveClassification;
+
+    /** 客户经理ID */
+    private String customerManagerId;
+
+    /** 客户经理姓名 */
+    private String customerManagerName;
+
+    /** 审批人 */
+    private String approver;
+}
--- a/ccdi-project/src/main/java/com/ruoyi/ccdi/project/domain/vo/CcdiProjectIncreaseLendingListVO.java
+++ b/ccdi-project/src/main/java/com/ruoyi/ccdi/project/domain/vo/CcdiProjectIncreaseLendingListVO.java
@@ -0,0 +1,17 @@
+package com.ruoyi.ccdi.project.domain.vo;
+
+import java.util.List;
+import lombok.Data;
+
+/**
+ * 项目新增贷款查询列表结果
+ */
+@Data
+public class CcdiProjectIncreaseLendingListVO {
+
+    /** 列表数据 */
+    private List<CcdiProjectIncreaseLendingListItemVO> rows;
+
+    /** 总数 */
+    private Long total;
+}
--- a/ccdi-project/src/main/java/com/ruoyi/ccdi/project/mapper/CcdiProjectSpecialCheckMapper.java
+++ b/ccdi-project/src/main/java/com/ruoyi/ccdi/project/mapper/CcdiProjectSpecialCheckMapper.java
@@ -4,6 +4,8 @@ import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
 import com.ruoyi.ccdi.project.domain.dto.CcdiProjectExtendedPurchaseQueryDTO;
 import com.ruoyi.ccdi.project.domain.dto.CcdiProjectExtendedRecruitmentQueryDTO;
 import com.ruoyi.ccdi.project.domain.dto.CcdiProjectExtendedTransferQueryDTO;
+import com.ruoyi.ccdi.project.domain.dto.CcdiProjectIncreaseLendingQueryDTO;
+import com.ruoyi.ccdi.project.domain.excel.CcdiProjectIncreaseLendingExcel;
 import com.ruoyi.ccdi.project.domain.vo.CcdiProjectExtendedPurchaseDetailVO;
 import com.ruoyi.ccdi.project.domain.vo.CcdiProjectExtendedPurchaseListItemVO;
 import com.ruoyi.ccdi.project.domain.vo.CcdiProjectExtendedPurchaseSupplierVO;
@@ -15,6 +17,7 @@ import com.ruoyi.ccdi.project.domain.vo.CcdiProjectFamilyAssetItemVO;
 import com.ruoyi.ccdi.project.domain.vo.CcdiProjectFamilyAssetLiabilityDetailVO;
 import com.ruoyi.ccdi.project.domain.vo.CcdiProjectFamilyAssetLiabilityListItemVO;
 import com.ruoyi.ccdi.project.domain.vo.CcdiProjectFamilyDebtItemVO;
+import com.ruoyi.ccdi.project.domain.vo.CcdiProjectIncreaseLendingListItemVO;
 import java.util.List;
 import org.apache.ibatis.annotations.Mapper;
 import org.apache.ibatis.annotations.Param;
@@ -145,6 +148,28 @@ public interface CcdiProjectSpecialCheckMapper {
        @Param("query") CcdiProjectExtendedTransferQueryDTO queryDTO
    );

+    /**
+     * 查询项目新增贷款列表
+     *
+     * @param page 分页对象
+     * @param queryDTO 查询条件
+     * @return 分页结果
+     */
+    Page<CcdiProjectIncreaseLendingListItemVO> selectIncreaseLendingPage(
+        @Param("page") Page<CcdiProjectIncreaseLendingListItemVO> page,
+        @Param("query") CcdiProjectIncreaseLendingQueryDTO queryDTO
+    );
+
+    /**
+     * 查询项目新增贷款导出列表
+     *
+     * @param queryDTO 查询条件
+     * @return 导出列表
+     */
+    List<CcdiProjectIncreaseLendingExcel> selectIncreaseLendingExportList(
+        @Param("query") CcdiProjectIncreaseLendingQueryDTO queryDTO
+    );
+
    /**
     * 查询专项核查调动拓展详情
     *
--- a/ccdi-project/src/main/java/com/ruoyi/ccdi/project/service/ICcdiProjectSpecialCheckService.java
+++ b/ccdi-project/src/main/java/com/ruoyi/ccdi/project/service/ICcdiProjectSpecialCheckService.java
@@ -8,6 +8,8 @@ import com.ruoyi.ccdi.project.domain.dto.CcdiProjectExtendedTransferDetailQueryD
 import com.ruoyi.ccdi.project.domain.dto.CcdiProjectExtendedTransferQueryDTO;
 import com.ruoyi.ccdi.project.domain.dto.CcdiProjectFamilyAssetLiabilityDetailQueryDTO;
 import com.ruoyi.ccdi.project.domain.dto.CcdiProjectFamilyAssetLiabilityListQueryDTO;
+import com.ruoyi.ccdi.project.domain.dto.CcdiProjectIncreaseLendingQueryDTO;
+import com.ruoyi.ccdi.project.domain.excel.CcdiProjectIncreaseLendingExcel;
 import com.ruoyi.ccdi.project.domain.vo.CcdiProjectExtendedPurchaseDetailVO;
 import com.ruoyi.ccdi.project.domain.vo.CcdiProjectExtendedPurchaseListVO;
 import com.ruoyi.ccdi.project.domain.vo.CcdiProjectExtendedRecruitmentDetailVO;
@@ -16,6 +18,8 @@ import com.ruoyi.ccdi.project.domain.vo.CcdiProjectExtendedTransferDetailVO;
 import com.ruoyi.ccdi.project.domain.vo.CcdiProjectExtendedTransferListVO;
 import com.ruoyi.ccdi.project.domain.vo.CcdiProjectFamilyAssetLiabilityDetailVO;
 import com.ruoyi.ccdi.project.domain.vo.CcdiProjectFamilyAssetLiabilityListVO;
+import com.ruoyi.ccdi.project.domain.vo.CcdiProjectIncreaseLendingListVO;
+import java.util.List;

 /**
 * 项目专项核查服务接口
@@ -91,4 +95,20 @@ public interface ICcdiProjectSpecialCheckService {
     * @return 详情结果
     */
    CcdiProjectExtendedTransferDetailVO getExtendedTransferDetail(CcdiProjectExtendedTransferDetailQueryDTO queryDTO);
+
+    /**
+     * 查询项目新增贷款列表
+     *
+     * @param queryDTO 查询条件
+     * @return 列表结果
+     */
+    CcdiProjectIncreaseLendingListVO getIncreaseLendingList(CcdiProjectIncreaseLendingQueryDTO queryDTO);
+
+    /**
+     * 导出项目新增贷款列表
+     *
+     * @param queryDTO 查询条件
+     * @return 导出列表
+     */
+    List<CcdiProjectIncreaseLendingExcel> exportIncreaseLendingList(CcdiProjectIncreaseLendingQueryDTO queryDTO);
 }
--- a/ccdi-project/src/main/java/com/ruoyi/ccdi/project/service/impl/CcdiProjectSpecialCheckServiceImpl.java
+++ b/ccdi-project/src/main/java/com/ruoyi/ccdi/project/service/impl/CcdiProjectSpecialCheckServiceImpl.java
@@ -10,6 +10,8 @@ import com.ruoyi.ccdi.project.domain.dto.CcdiProjectExtendedTransferDetailQueryD
 import com.ruoyi.ccdi.project.domain.dto.CcdiProjectExtendedTransferQueryDTO;
 import com.ruoyi.ccdi.project.domain.dto.CcdiProjectFamilyAssetLiabilityDetailQueryDTO;
 import com.ruoyi.ccdi.project.domain.dto.CcdiProjectFamilyAssetLiabilityListQueryDTO;
+import com.ruoyi.ccdi.project.domain.dto.CcdiProjectIncreaseLendingQueryDTO;
+import com.ruoyi.ccdi.project.domain.excel.CcdiProjectIncreaseLendingExcel;
 import com.ruoyi.ccdi.project.domain.vo.CcdiProjectExtendedPurchaseDetailVO;
 import com.ruoyi.ccdi.project.domain.vo.CcdiProjectExtendedPurchaseListItemVO;
 import com.ruoyi.ccdi.project.domain.vo.CcdiProjectExtendedPurchaseListVO;
@@ -25,10 +27,13 @@ import com.ruoyi.ccdi.project.domain.vo.CcdiProjectFamilyAssetLiabilityListItemV
 import com.ruoyi.ccdi.project.domain.vo.CcdiProjectFamilyAssetLiabilityListVO;
 import com.ruoyi.ccdi.project.domain.vo.CcdiProjectFamilyDebtDetailVO;
 import com.ruoyi.ccdi.project.domain.vo.CcdiProjectFamilyIncomeDetailVO;
+import com.ruoyi.ccdi.project.domain.vo.CcdiProjectIncreaseLendingListItemVO;
+import com.ruoyi.ccdi.project.domain.vo.CcdiProjectIncreaseLendingListVO;
 import com.ruoyi.ccdi.project.mapper.CcdiProjectMapper;
 import com.ruoyi.ccdi.project.mapper.CcdiProjectSpecialCheckMapper;
 import com.ruoyi.ccdi.project.service.ICcdiProjectSpecialCheckService;
 import com.ruoyi.common.exception.ServiceException;
+import com.ruoyi.common.utils.StringUtils;
 import jakarta.annotation.Resource;
 import java.math.BigDecimal;
 import java.util.List;
@@ -178,6 +183,37 @@ public class CcdiProjectSpecialCheckServiceImpl implements ICcdiProjectSpecialCh
        return detail;
    }

+    @Override
+    public CcdiProjectIncreaseLendingListVO getIncreaseLendingList(CcdiProjectIncreaseLendingQueryDTO queryDTO) {
+        validateIncreaseLendingQuery(queryDTO);
+
+        Page<CcdiProjectIncreaseLendingListItemVO> page = new Page<>(
+            defaultPageNum(queryDTO.getPageNum()),
+            defaultPageSize(queryDTO.getPageSize())
+        );
+        Page<CcdiProjectIncreaseLendingListItemVO> resultPage = specialCheckMapper.selectIncreaseLendingPage(page, queryDTO);
+
+        CcdiProjectIncreaseLendingListVO result = new CcdiProjectIncreaseLendingListVO();
+        result.setRows(resultPage == null ? List.of() : defaultList(resultPage.getRecords()));
+        result.setTotal(resultPage == null ? 0L : resultPage.getTotal());
+        return result;
+    }
+
+    @Override
+    public List<CcdiProjectIncreaseLendingExcel> exportIncreaseLendingList(CcdiProjectIncreaseLendingQueryDTO queryDTO) {
+        validateIncreaseLendingQuery(queryDTO);
+        return defaultList(specialCheckMapper.selectIncreaseLendingExportList(queryDTO));
+    }
+
+    private void validateIncreaseLendingQuery(CcdiProjectIncreaseLendingQueryDTO queryDTO) {
+        ensureProjectExists(queryDTO.getProjectId());
+        if (StringUtils.isBlank(queryDTO.getStaffId())
+            && StringUtils.isBlank(queryDTO.getStaffIdCard())
+            && StringUtils.isBlank(queryDTO.getApprover())) {
+            throw new ServiceException("柜员号、员工身份证和审核人柜员号至少填写一项");
+        }
+    }
+
    private void ensureProjectExists(Long projectId) {
        CcdiProject project = projectMapper.selectById(projectId);
        if (project == null) {
--- a/ccdi-project/src/main/resources/mapper/ccdi/project/CcdiProjectSpecialCheckMapper.xml
+++ b/ccdi-project/src/main/resources/mapper/ccdi/project/CcdiProjectSpecialCheckMapper.xml
@@ -67,6 +67,28 @@
        <result property="transferDate" column="transfer_date"/>
    </resultMap>

+    <resultMap id="IncreaseLendingListItemResultMap"
+               type="com.ruoyi.ccdi.project.domain.vo.CcdiProjectIncreaseLendingListItemVO">
+        <result property="staffId" column="staff_id"/>
+        <result property="staffName" column="staff_name"/>
+        <result property="staffIdCard" column="staff_id_card"/>
+        <result property="deptName" column="dept_name"/>
+        <result property="contractNo" column="contract_no"/>
+        <result property="lendingOrgNo" column="lending_org_no"/>
+        <result property="borrowerName" column="borrower_name"/>
+        <result property="borrowerCertNo" column="borrower_cert_no"/>
+        <result property="loanProduct" column="loan_product"/>
+        <result property="contractAmount" column="contract_amount"/>
+        <result property="loanBalance" column="loan_balance"/>
+        <result property="loanStartDate" column="loan_start_date"/>
+        <result property="loanEndDate" column="loan_end_date"/>
+        <result property="status" column="status"/>
+        <result property="fiveClassification" column="five_classification"/>
+        <result property="customerManagerId" column="customer_manager_id"/>
+        <result property="customerManagerName" column="customer_manager_name"/>
+        <result property="approver" column="approver"/>
+    </resultMap>
+
    <resultMap id="FamilyAssetLiabilityDetailResultMap"
               type="com.ruoyi.ccdi.project.domain.vo.CcdiProjectFamilyAssetLiabilityDetailVO">
        <association property="incomeDetail"
@@ -806,4 +828,95 @@
          )
    </select>

+    <select id="selectIncreaseLendingPage" resultMap="IncreaseLendingListItemResultMap">
+        select
+            trim(loan.customer_manager_id) as staff_id,
+            coalesce(staff.name, loan.customer_manager_name) as staff_name,
+            staff.id_card as staff_id_card,
+            dept.dept_name,
+            loan.nfaacono as contract_no,
+            loan.nfaabrno as lending_org_no,
+            loan.borrower_name,
+            loan.borrower_cert_no,
+            loan.loan_product,
+            loan.contract_amount,
+            loan.loan_balance,
+            date_format(loan.loan_start_date, '%Y-%m-%d') as loan_start_date,
+            date_format(loan.loan_end_date, '%Y-%m-%d') as loan_end_date,
+            loan.status,
+            loan.five_classification,
+            loan.customer_manager_id,
+            loan.customer_manager_name,
+            loan.approver
+        from ccdi_increase_lending loan
+        left join ccdi_base_staff staff
+            on trim(loan.customer_manager_id) = cast(staff.staff_id as char)
+        left join sys_dept dept
+            on dept.dept_id = staff.dept_id
+        <where>
+            <if test="query.staffId != null and query.staffId != ''">
+                and trim(loan.customer_manager_id) = #{query.staffId}
+            </if>
+            <if test="query.staffIdCard != null and query.staffIdCard != ''">
+                and staff.id_card = #{query.staffIdCard}
+            </if>
+            <if test="query.approver != null and query.approver != ''">
+                and trim(loan.approver) = #{query.approver}
+            </if>
+            <if test="query.loanStartDate != null and query.loanStartDate != ''">
+                and loan.loan_start_date &gt;= #{query.loanStartDate}
+            </if>
+            <if test="query.loanEndDate != null and query.loanEndDate != ''">
+                and loan.loan_start_date &lt;= #{query.loanEndDate}
+            </if>
+        </where>
+        order by loan.loan_start_date desc, loan.nfaacono desc
+    </select>
+
+    <select id="selectIncreaseLendingExportList"
+            resultType="com.ruoyi.ccdi.project.domain.excel.CcdiProjectIncreaseLendingExcel">
+        select
+            trim(loan.customer_manager_id) as staff_id,
+            coalesce(staff.name, loan.customer_manager_name) as staff_name,
+            staff.id_card as staff_id_card,
+            dept.dept_name,
+            loan.nfaacono as contract_no,
+            loan.nfaabrno as lending_org_no,
+            loan.borrower_name,
+            loan.borrower_cert_no,
+            loan.loan_product,
+            loan.contract_amount,
+            loan.loan_balance,
+            date_format(loan.loan_start_date, '%Y-%m-%d') as loan_start_date,
+            date_format(loan.loan_end_date, '%Y-%m-%d') as loan_end_date,
+            loan.status,
+            loan.five_classification,
+            loan.customer_manager_id,
+            loan.customer_manager_name,
+            loan.approver
+        from ccdi_increase_lending loan
+        left join ccdi_base_staff staff
+            on trim(loan.customer_manager_id) = cast(staff.staff_id as char)
+        left join sys_dept dept
+            on dept.dept_id = staff.dept_id
+        <where>
+            <if test="query.staffId != null and query.staffId != ''">
+                and trim(loan.customer_manager_id) = #{query.staffId}
+            </if>
+            <if test="query.staffIdCard != null and query.staffIdCard != ''">
+                and staff.id_card = #{query.staffIdCard}
+            </if>
+            <if test="query.approver != null and query.approver != ''">
+                and trim(loan.approver) = #{query.approver}
+            </if>
+            <if test="query.loanStartDate != null and query.loanStartDate != ''">
+                and loan.loan_start_date &gt;= #{query.loanStartDate}
+            </if>
+            <if test="query.loanEndDate != null and query.loanEndDate != ''">
+                and loan.loan_start_date &lt;= #{query.loanEndDate}
+            </if>
+        </where>
+        order by loan.loan_start_date desc, loan.nfaacono desc
+    </select>
+
 </mapper>
--- a/docs/plans/fullstack/2026-07-02-increase-lending-query-plan.md
+++ b/docs/plans/fullstack/2026-07-02-increase-lending-query-plan.md
@@ -0,0 +1,38 @@
+# 新增贷款查询模块实施计划
+
+## 需求范围
+
+在项目详情的“专项排查”页面中，于资金流向图谱下方新增“新增贷款查询”模块。模块用于查询某个员工经办/管户或审核的新增贷款合同，支持通过柜员号、员工身份证、审核人柜员号和发放日期筛选，并支持导出单人查询结果。
+
+## 设计口径
+
+- 页面位置：`项目详情 > 专项排查 > 资金流向图谱下方`
+- 数据范围：按输入的柜员号或员工身份证查询对应贷款，不默认展开全量列表，不再限定当前项目排查人员范围；柜员号精确匹配
+- 关联方式：柜员号对应 `ccdi_increase_lending.customer_manager_id`
+- 查询条件：柜员号、员工身份证、审核人柜员号、发放日期范围；柜员号、员工身份证、审核人柜员号均使用等值查询，不做模糊匹配
+- 查询交互：默认展示筛选框和空表头；输入柜员号或员工身份证并点击查询后加载分页结果
+- 导出口径：导出当前单人查询条件下的全部匹配贷款明细，不受当前分页页码限制
+
+## 后端实施
+
+1. 在 `CcdiProjectSpecialCheckController` 新增 `/increase-lending/list` 查询接口。
+2. 新增 `CcdiProjectIncreaseLendingQueryDTO`，包含 `projectId`、`staffId`、`staffIdCard`、`approver`、`loanStartDate`、`loanEndDate`、分页参数。
+3. 新增 `CcdiProjectIncreaseLendingListVO` 与 `CcdiProjectIncreaseLendingListItemVO`。
+4. 在 `CcdiProjectSpecialCheckServiceImpl` 增加分页查询方法。
+5. 在 `CcdiProjectSpecialCheckMapper.xml` 使用 `ccdi_increase_lending.customer_manager_id` 直接精确匹配柜员号查询，员工身份证通过 `ccdi_base_staff.id_card` 精确过滤，审核人柜员号通过 `ccdi_increase_lending.approver` 精确过滤，并按 `loan_start_date` 支持发放日期范围筛选。
+6. 新增导出 Excel 对象和 `/increase-lending/export` 接口，复用同一查询口径导出全部匹配明细。
+
+## 前端实施
+
+1. 在 `projectSpecialCheck.js` 新增 `getIncreaseLendingList` API。
+2. 新增 `IncreaseLendingSection.vue`，默认展示筛选区和空表头，查询后展示贷款列表与分页；筛选区包含柜员号、员工身份证、审核人柜员号、发放日期范围。
+3. 在 `SpecialCheck.vue` 的资金流向图谱下方挂载新增贷款查询模块。
+4. 在筛选按钮区新增“导出”按钮，仅在填写柜员号、员工身份证或审核人柜员号后允许导出。
+
+## 验证计划
+
+- 后端执行 `mvn -pl ccdi-project -DskipTests compile`
+- 前端执行 `npm run build:prod`
+- 打开真实项目详情页，进入专项排查，确认新增贷款查询模块显示在资金流向图谱下方
+- 验证柜员号、员工身份证、审核人柜员号、发放日期筛选条件能触发列表查询
+- 验证导出接口导出当前查询条件下的全部结果
--- a/docs/reports/implementation/2026-07-02-increase-lending-query-implementation.md
+++ b/docs/reports/implementation/2026-07-02-increase-lending-query-implementation.md
@@ -0,0 +1,34 @@
+# 新增贷款查询模块实施记录
+
+## 本次修改
+
+- 在项目专项排查后端新增“新增贷款查询”分页接口。
+- 新增查询 DTO 与列表 VO，返回员工信息、合同编号、借款人、贷款产品、合同金额、当前余额、发放日期、到期日期、合同状态、五级分类等字段。
+- 柜员号查询直接精确匹配 `ccdi_increase_lending.customer_manager_id`，员工身份证查询通过 `ccdi_base_staff.id_card` 精确过滤，审核人柜员号查询直接精确匹配 `ccdi_increase_lending.approver`，并支持按贷款发放日期范围过滤。
+- 前后端均限制柜员号、员工身份证和审核人柜员号至少填写一项，避免默认展开大列表。
+- 新增“新增贷款查询”导出接口与 Excel 导出对象，按当前单人查询条件导出全部匹配贷款明细，不受表格分页页码限制。
+- 在前端专项排查页面新增 `IncreaseLendingSection`，放置于资金流向图谱下方、拓展查询上方。
+- 新增柜员号、员工身份证、审核人柜员号与发放日期筛选框；默认展示空表头，点击查询后加载分页贷款列表，并支持导出当前查询结果。
+
+## 影响范围
+
+- 后端：`ccdi-project` 模块项目专项排查接口。
+- 前端：`ruoyi-ui` 项目详情专项排查页面。
+- 数据库：不新增或修改表结构，依赖既有 `ccdi_increase_lending` 表。
+
+## 验证情况
+
+- 后端执行 `mvn -pl ccdi-project -DskipTests compile`，编译被既有 `CcdiFileUploadServiceImpl` 调用 `LsfxAnalysisClient.uploadFile(Integer, File, String)` 与当前客户端方法签名 `uploadFile(Integer, File)` 不一致阻塞；阻塞点不在本次新增贷款查询改动范围内。
+- 前端执行 `npm run build:prod` 成功，存在既有资源体积告警；已覆盖“默认不展示结果表、输入柜员号或员工身份证查询后展开列表”的交互调整。
+- 当前数据库 `ccdi_increase_lending` 已存在 6 条演示数据，柜员号为 `9021001` 至 `9021006`。
+- 早期联调用本地 mock 验证过页面交互；最终验收以真实 Java 后端 `62318` 为准。
+- 按项目要求执行 `nvm use` 时，由于未指定版本返回“缺少版本参数”；随后使用当前 Node `v22.22.3`、npm `10.9.8` 执行 `npm run build:prod` 通过。
+- 真实页面浏览器自动化检查受本地 Node/npm 环境限制未复跑；本地 8080 前端服务已存在，可刷新页面手工验证。
+- 后续调整柜员号口径：`customer_manager_id` 已由模糊匹配改为精确匹配，前端不做 7 位格式提示，输入半截柜员号自然无结果。
+- 审核人字段口径：当前按 `approver` 精确匹配“审核人柜员号”，字段为空时查询自然无结果；后续数据入库后无需改代码即可按审核人柜员号联动查询和导出。
+- 后端验证：`mvn -pl ruoyi-admin -am -DskipTests compile` 与 `mvn -pl ruoyi-admin -am clean package -DskipTests` 均通过；真实后端已在 `62318` 启动，未登录直接访问业务接口返回 `401`，说明当前端口已由 Java 后端接管。
+- 提交前检查：当前 `dev-ui` 可继续提交本次功能；但 `dev` 与 `dev-ui` 之间已有大量历史冲突，后续直接合入 `dev` 需要单独解决冲突，不能视为无冲突直合。
+- 本次收紧单人查询：员工身份证条件同步改为精确匹配；真实接口验证 `projectId=90337&staffId=9021001` 返回 `total=1` 且 `staffId/customerManagerId` 均为 `9021001`，`staffId=902100` 返回 `total=0`。
+- 新增导出验证：真实接口 `projectId=90337&staffId=9021001` 导出 Excel 成功，文件 sheet 为“新增贷款查询”，表头包含“审批人”，导出 1 行贷款明细。
+- 审核人柜员号验证：当前 `approver` 字段缺少有效数据，真实接口 `projectId=90337&approver=9021001` 返回 `total=0`；后续 `approver` 有柜员号数据后可直接联动查询和导出。
+- 按 `.nvmrc` 执行 `nvm use 14.21.3` 后，本地 nvm 目录缺少 `npm.cmd`，无法用 Node 14 启动前端构建；改用本机可用的 Node `v22.22.3` / npm `10.9.8` 执行 `npm run build:prod` 通过，存在既有资源体积告警。
--- a/ruoyi-ui/src/api/ccdi/projectSpecialCheck.js
+++ b/ruoyi-ui/src/api/ccdi/projectSpecialCheck.js
@@ -100,3 +100,21 @@ export function getExtendedTransferDetail(params) {
    },
  });
 }
+
+export function getIncreaseLendingList(params) {
+  const { projectId, staffId, staffIdCard, approver, loanStartDate, loanEndDate, pageNum, pageSize } = params;
+  return request({
+    url: "/ccdi/project/special-check/increase-lending/list",
+    method: "get",
+    params: {
+      projectId,
+      staffId,
+      staffIdCard,
+      approver,
+      loanStartDate,
+      loanEndDate,
+      pageNum,
+      pageSize,
+    },
+  });
+}
--- a/ruoyi-ui/src/views/ccdiProject/components/detail/IncreaseLendingSection.vue
+++ b/ruoyi-ui/src/views/ccdiProject/components/detail/IncreaseLendingSection.vue
@@ -0,0 +1,272 @@
+<template>
+  <section class="increase-lending-section">
+    <div class="section-card">
+      <div class="block-header">
+        <div>
+          <div class="block-title">新增贷款查询</div>
+          <div class="block-subtitle">按客户经理柜员号查询经办/管户新增贷款</div>
+        </div>
+      </div>
+
+      <el-form :model="queryParams" size="small" :inline="true" label-width="104px" class="query-form">
+        <el-form-item label="柜员号">
+          <el-input
+            v-model="queryParams.staffId"
+            placeholder="请输入柜员号"
+            clearable
+            style="width: 180px"
+            @keyup.enter.native="handleQuery"
+          />
+        </el-form-item>
+        <el-form-item label="员工身份证">
+          <el-input
+            v-model="queryParams.staffIdCard"
+            placeholder="请输入员工身份证"
+            clearable
+            style="width: 220px"
+            @keyup.enter.native="handleQuery"
+          />
+        </el-form-item>
+        <el-form-item label="审核人柜员号">
+          <el-input
+            v-model="queryParams.approver"
+            placeholder="请输入审核人柜员号"
+            clearable
+            style="width: 180px"
+            @keyup.enter.native="handleQuery"
+          />
+        </el-form-item>
+        <el-form-item label="发放日期">
+          <el-date-picker
+            v-model="loanDateRange"
+            type="daterange"
+            value-format="yyyy-MM-dd"
+            range-separator="至"
+            start-placeholder="开始日期"
+            end-placeholder="结束日期"
+            clearable
+            style="width: 260px"
+          />
+        </el-form-item>
+        <el-form-item>
+          <el-button type="primary" size="mini" @click="handleQuery">查询</el-button>
+          <el-button size="mini" :disabled="!hasPersonCondition" @click="handleExport">导出</el-button>
+          <el-button size="mini" @click="resetQuery">重置</el-button>
+        </el-form-item>
+      </el-form>
+
+      <div class="result-wrapper">
+        <el-table
+          v-loading="loading"
+          :data="rows"
+          :empty-text="searched ? '暂无数据' : '请输入条件后点击查询'"
+          border
+          class="increase-lending-table"
+        >
+          <el-table-column type="index" label="序号" width="60" />
+          <el-table-column prop="staffId" label="柜员号" width="100" />
+          <el-table-column prop="staffName" label="员工姓名" min-width="110" />
+          <el-table-column prop="staffIdCard" label="员工身份证" min-width="170" />
+          <el-table-column prop="deptName" label="部门" min-width="140" />
+          <el-table-column prop="contractNo" label="合同编号" min-width="150" />
+          <el-table-column prop="borrowerName" label="借款人" min-width="120" />
+          <el-table-column prop="loanProduct" label="贷款产品" min-width="140" />
+          <el-table-column label="合同金额" min-width="120" align="right">
+            <template slot-scope="scope">{{ formatAmount(scope.row.contractAmount) }}</template>
+          </el-table-column>
+          <el-table-column label="当前余额" min-width="120" align="right">
+            <template slot-scope="scope">{{ formatAmount(scope.row.loanBalance) }}</template>
+          </el-table-column>
+          <el-table-column prop="loanStartDate" label="发放日期" width="120" />
+          <el-table-column prop="loanEndDate" label="到期日期" width="120" />
+          <el-table-column prop="status" label="合同状态" width="110" />
+          <el-table-column prop="fiveClassification" label="五级分类" width="110" />
+          <el-table-column prop="approver" label="审批人" min-width="110" />
+        </el-table>
+
+        <pagination
+          v-show="searched && total > 0"
+          :total="total"
+          :page.sync="queryParams.pageNum"
+          :limit.sync="queryParams.pageSize"
+          @pagination="loadList"
+        />
+      </div>
+    </div>
+  </section>
+</template>
+
+<script>
+import { getIncreaseLendingList } from "@/api/ccdi/projectSpecialCheck";
+
+export default {
+  name: "IncreaseLendingSection",
+  props: {
+    projectId: {
+      type: [String, Number],
+      required: true,
+    },
+  },
+  data() {
+    return {
+      loading: false,
+      searched: false,
+      rows: [],
+      total: 0,
+      queryParams: {
+        staffId: "",
+        staffIdCard: "",
+        approver: "",
+        loanStartDate: "",
+        loanEndDate: "",
+        pageNum: 1,
+        pageSize: 10,
+      },
+      loanDateRange: [],
+    };
+  },
+  watch: {
+    projectId() {
+      this.resetQuery();
+    },
+  },
+  computed: {
+    hasPersonCondition() {
+      return Boolean(this.queryParams.staffId || this.queryParams.staffIdCard || this.queryParams.approver);
+    },
+  },
+  methods: {
+    handleQuery() {
+      if (!this.hasPersonCondition) {
+        this.$message.warning("请输入柜员号、员工身份证或审核人柜员号后查询");
+        return;
+      }
+      this.syncLoanDateRange();
+      this.searched = true;
+      this.queryParams.pageNum = 1;
+      this.loadList();
+    },
+    resetQuery() {
+      this.queryParams = {
+        staffId: "",
+        staffIdCard: "",
+        approver: "",
+        loanStartDate: "",
+        loanEndDate: "",
+        pageNum: 1,
+        pageSize: 10,
+      };
+      this.loanDateRange = [];
+      this.searched = false;
+      this.rows = [];
+      this.total = 0;
+    },
+    handleExport() {
+      if (!this.hasPersonCondition) {
+        this.$message.warning("请输入柜员号、员工身份证或审核人柜员号后导出");
+        return;
+      }
+      this.syncLoanDateRange();
+      this.download(
+        "ccdi/project/special-check/increase-lending/export",
+        {
+          projectId: this.projectId,
+          staffId: this.queryParams.staffId,
+          staffIdCard: this.queryParams.staffIdCard,
+          approver: this.queryParams.approver,
+          loanStartDate: this.queryParams.loanStartDate,
+          loanEndDate: this.queryParams.loanEndDate,
+        },
+        `新增贷款查询_${this.queryParams.staffId || this.queryParams.staffIdCard || this.queryParams.approver}_${Date.now()}.xlsx`
+      );
+    },
+    async loadList() {
+      this.syncLoanDateRange();
+      if (!this.projectId) {
+        this.rows = [];
+        this.total = 0;
+        return;
+      }
+
+      this.loading = true;
+      try {
+        const response = await getIncreaseLendingList({
+          projectId: this.projectId,
+          ...this.queryParams,
+        });
+        const data = (response && response.data) || {};
+        this.rows = Array.isArray(data.rows) ? data.rows : [];
+        this.total = Number(data.total || 0);
+      } catch (error) {
+        this.rows = [];
+        this.total = 0;
+        this.$message.error("新增贷款查询失败");
+      } finally {
+        this.loading = false;
+      }
+    },
+    formatAmount(value) {
+      if (value === null || value === undefined || value === "") {
+        return "-";
+      }
+      return Number(value).toLocaleString("zh-CN", {
+        minimumFractionDigits: 2,
+        maximumFractionDigits: 2,
+      });
+    },
+    syncLoanDateRange() {
+      const range = Array.isArray(this.loanDateRange) ? this.loanDateRange : [];
+      this.queryParams.loanStartDate = range[0] || "";
+      this.queryParams.loanEndDate = range[1] || "";
+    },
+  },
+};
+</script>
+
+<style lang="scss" scoped>
+.increase-lending-section {
+  margin-top: 16px;
+  margin-bottom: 16px;
+}
+
+.section-card {
+  padding: 20px;
+  border-radius: 0;
+  background: #fff;
+  box-shadow: 0 8px 24px rgba(15, 23, 42, 0.06);
+}
+
+.block-header {
+  margin-bottom: 14px;
+}
+
+.block-title {
+  font-size: 16px;
+  font-weight: 600;
+  color: #1f2937;
+}
+
+.block-subtitle {
+  margin-top: 4px;
+  font-size: 12px;
+  color: #94a3b8;
+}
+
+.query-form {
+  margin-bottom: 8px;
+}
+
+.result-wrapper {
+  margin-top: 8px;
+}
+
+.increase-lending-table {
+  border-radius: 12px;
+  overflow: hidden;
+}
+
+:deep(.increase-lending-table th) {
+  background: #f8fafc;
+  color: #64748b;
+}
+</style>
--- a/ruoyi-ui/src/views/ccdiProject/components/detail/SpecialCheck.vue
+++ b/ruoyi-ui/src/views/ccdiProject/components/detail/SpecialCheck.vue
@@ -27,6 +27,8 @@
        ref="fundGraphSection"
        :project-id="projectId"
      />
+
+      <increase-lending-section :project-id="projectId" />
    </div>

    <div v-if="projectId" class="special-check-extended-wrapper">
@@ -41,6 +43,7 @@ import { getFamilyAssetLiabilityList } from "@/api/ccdi/projectSpecialCheck";
 import ExtendedQuerySection from "./ExtendedQuerySection";
 import FamilyAssetLiabilitySection from "./FamilyAssetLiabilitySection";
 import FundGraphSection from "./graph/FundGraphSection";
+import IncreaseLendingSection from "./IncreaseLendingSection";

 export default {
  name: "SpecialCheck",
@@ -48,6 +51,7 @@ export default {
    ExtendedQuerySection,
    FamilyAssetLiabilitySection,
    FundGraphSection,
+    IncreaseLendingSection,
  },
  props: {
    projectId: {