docs(staff-enterprise-relation): 更新API文档,添加员工姓名字段说明
- 新增员工实体关系管理API文档 - 在列表接口和详情接口响应中添加personName字段 - 说明personName通过LEFT JOIN ccdi_base_staff表获取 - 如果personId在员工信息表中不存在,personName为null
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docs/plans/2026-02-11-cust-fmy-relation-implementation.md
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# 信贷客户家庭关系维护功能实施计划
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> **For Claude:** REQUIRED SUB-SKILL: Use superpowers:executing-plans to implement this plan task-by-task.
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**目标:** 开发信贷客户家庭关系维护功能，实现对信贷客户家庭成员信息的完整CRUD操作
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**架构:** 完全复用员工亲属关系维护功能的实现逻辑，创建独立模块 `CustFamilyRelation`，新建独立表 `ccdi_cust_fmy_relation`
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**技术栈:** Spring Boot 3.5.8 + MyBatis Plus 3.5.10 + Vue 2.6.12 + Element UI 2.15.14 + EasyExcel + Redis
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---
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## 前置准备
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### Task 0: 创建数据库表
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**Files:**
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- Create: `sql/ccdi_cust_fmy_relation.sql`
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**Step 1: 创建建表SQL文件**
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```sql
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-- 信贷客户家庭关系表
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CREATE TABLE `ccdi_cust_fmy_relation` (
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`id` BIGINT NOT NULL AUTO_INCREMENT COMMENT '主键ID',
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`person_id` VARCHAR(50) NOT NULL COMMENT '信贷客户身份证号',
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`relation_type` VARCHAR(50) NOT NULL COMMENT '关系类型',
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`relation_name` VARCHAR(100) NOT NULL COMMENT '关系人姓名',
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`gender` CHAR(1) DEFAULT NULL COMMENT '性别：M-男，F-女，O-其他',
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`birth_date` DATE DEFAULT NULL COMMENT '关系人出生日期',
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`relation_cert_type` VARCHAR(50) NOT NULL COMMENT '证件类型',
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`relation_cert_no` VARCHAR(50) NOT NULL COMMENT '证件号码',
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`mobile_phone1` VARCHAR(20) DEFAULT NULL COMMENT '手机号码1',
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`mobile_phone2` VARCHAR(20) DEFAULT NULL COMMENT '手机号码2',
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`wechat_no1` VARCHAR(50) DEFAULT NULL COMMENT '微信名称1',
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`wechat_no2` VARCHAR(50) DEFAULT NULL COMMENT '微信名称2',
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`wechat_no3` VARCHAR(50) DEFAULT NULL COMMENT '微信名称3',
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`contact_address` VARCHAR(500) DEFAULT NULL COMMENT '详细联系地址',
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`relation_desc` VARCHAR(500) DEFAULT NULL COMMENT '关系详细描述',
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`status` INT NOT NULL DEFAULT 1 COMMENT '状态：0-无效，1-有效',
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`effective_date` DATETIME DEFAULT NULL COMMENT '关系生效日期',
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`invalid_date` DATETIME DEFAULT NULL COMMENT '关系失效日期',
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`remark` TEXT COMMENT '备注信息',
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`data_source` VARCHAR(50) DEFAULT NULL COMMENT '数据来源：MANUAL-手动录入，IMPORT-批量导入',
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`is_emp_family` TINYINT(1) NOT NULL DEFAULT 0 COMMENT '是否是员工的家庭关系：0-否',
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`is_cust_family` TINYINT(1) NOT NULL DEFAULT 1 COMMENT '是否是信贷客户的家庭关系：1-是',
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`created_by` VARCHAR(50) NOT NULL COMMENT '记录创建人',
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`updated_by` VARCHAR(50) DEFAULT NULL COMMENT '记录更新人',
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`create_time` DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '记录创建时间',
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`update_time` DATETIME DEFAULT NULL ON UPDATE CURRENT_TIMESTAMP COMMENT '记录更新时间',
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PRIMARY KEY (`id`),
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KEY `idx_person_id` (`person_id`),
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KEY `idx_relation_cert_no` (`relation_cert_no`)
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) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='信贷客户家庭关系表';
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```
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**Step 2: 执行SQL创建表**
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Run: 连接数据库并执行 `sql/ccdi_cust_fmy_relation.sql`
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Expected: 表创建成功
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**Step 3: Commit**
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```bash
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git add sql/ccdi_cust_fmy_relation.sql
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git commit -m "feat: 创建信贷客户家庭关系表"
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```
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---
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## 后端开发
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### Task 1: 创建实体类
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**Files:**
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- Create: `ruoyi-ccdi/src/main/java/com/ruoyi/ccdi/domain/CcdiCustFmyRelation.java`
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- Reference: `ruoyi-ccdi/src/main/java/com/ruoyi/ccdi/domain/CcdiStaffFmyRelation.java:1-108`
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**Step 1: 创建实体类**
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复制 `CcdiStaffFmyRelation.java`，修改以下内容：
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- 类名: `CcdiCustFmyRelation`
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- 注释: `信贷客户家庭关系对象 ccdi_cust_fmy_relation`
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- 表名: `@TableName("ccdi_cust_fmy_relation")`
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- JavaDoc: 全部替换"员工"为"信贷客户"
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```java
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package com.ruoyi.ccdi.domain;
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import com.baomidou.mybatisplus.annotation.*;
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import lombok.Data;
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import java.io.Serial;
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import java.io.Serializable;
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import java.util.Date;
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/**
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* 信贷客户家庭关系对象 ccdi_cust_fmy_relation
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*
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* @author ruoyi
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* @date 2026-02-11
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*/
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@Data
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@TableName("ccdi_cust_fmy_relation")
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public class CcdiCustFmyRelation implements Serializable {
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@Serial
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private static final long serialVersionUID = 1L;
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/** 主键ID */
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@TableId(type = IdType.AUTO)
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private Long id;
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/** 信贷客户身份证号 */
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private String personId;
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/** 关系类型 */
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private String relationType;
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/** 关系人姓名 */
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private String relationName;
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/** 性别：M-男，F-女，O-其他 */
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private String gender;
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/** 出生日期 */
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private Date birthDate;
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/** 关系人证件类型 */
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private String relationCertType;
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/** 关系人证件号码 */
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private String relationCertNo;
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/** 手机号码1 */
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private String mobilePhone1;
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/** 手机号码2 */
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private String mobilePhone2;
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/** 微信名称1 */
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private String wechatNo1;
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/** 微信名称2 */
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private String wechatNo2;
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/** 微信名称3 */
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private String wechatNo3;
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/** 详细联系地址 */
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private String contactAddress;
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/** 关系详细描述 */
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private String relationDesc;
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/** 状态：0-无效，1-有效 */
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private Integer status;
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/** 生效日期 */
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private Date effectiveDate;
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/** 失效日期 */
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private Date invalidDate;
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/** 备注 */
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private String remark;
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/** 数据来源：MANUAL-手工录入，IMPORT-导入 */
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private String dataSource;
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/** 是否是员工亲属：0-否 */
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private Boolean isEmpFamily;
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/** 是否是客户亲属：1-是 */
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private Boolean isCustFamily;
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/** 创建时间 */
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@TableField(fill = FieldFill.INSERT)
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private Date createTime;
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/** 更新时间 */
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@TableField(fill = FieldFill.INSERT_UPDATE)
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private Date updateTime;
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/** 创建人 */
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@TableField(fill = FieldFill.INSERT)
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private String createdBy;
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/** 更新人 */
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@TableField(fill = FieldFill.INSERT_UPDATE)
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private String updatedBy;
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}
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```
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**Step 2: Compile**
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Run: `mvn compile -pl ruoyi-ccdi`
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Expected: BUILD SUCCESS
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**Step 3: Commit**
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```bash
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git add ruoyi-ccdi/src/main/java/com/ruoyi/ccdi/domain/CcdiCustFmyRelation.java
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git commit -m "feat: 添加信贷客户家庭关系实体类"
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```
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---
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### Task 2: 创建DTO类
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**Files:**
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- Create: `ruoyi-ccdi/src/main/java/com/ruoyi/ccdi/domain/dto/CcdiCustFmyRelationAddDTO.java`
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- Create: `ruoyi-ccdi/src/main/java/com/ruoyi/ccdi/domain/dto/CcdiCustFmyRelationEditDTO.java`
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- Create: `ruoyi-ccdi/src/main/java/com/ruoyi/ccdi/domain/dto/CcdiCustFmyRelationQueryDTO.java`
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- Reference: `ruoyi-ccdi/src/main/java/com/ruoyi/ccdi/domain/dto/CcdiStaffFmyRelationAddDTO.java`
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**Step 1: 创建AddDTO**
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复制 `CcdiStaffFmyRelationAddDTO.java`，修改：
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- 类名: `CcdiCustFmyRelationAddDTO`
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- 注释中"员工" → "信贷客户"
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- personId字段注释: `@Schema(description = "信贷客户身份证号")`
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- 验证消息: "员工身份证号" → "信贷客户身份证号"
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**Step 2: 创建EditDTO**
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复制 `CcdiStaffFmyRelationEditDTO.java`，修改：
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- 类名: `CcdiCustFmyRelationEditDTO`
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- 注释中"员工" → "信贷客户"
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- 添加 `id` 字段和 `@NotNull` 验证
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**Step 3: 创建QueryDTO（简化版）**
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```java
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package com.ruoyi.ccdi.domain.dto;
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import io.swagger.v3.oas.annotations.media.Schema;
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import lombok.Data;
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import java.io.Serial;
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import java.io.Serializable;
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/**
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* 信贷客户家庭关系查询DTO
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*
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* @author ruoyi
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* @date 2026-02-11
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*/
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@Data
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@Schema(description = "信贷客户家庭关系查询")
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public class CcdiCustFmyRelationQueryDTO implements Serializable {
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@Serial
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private static final long serialVersionUID = 1L;
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/** 信贷客户身份证号 */
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@Schema(description = "信贷客户身份证号")
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private String personId;
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/** 关系类型 */
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@Schema(description = "关系类型")
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private String relationType;
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/** 关系人姓名 */
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@Schema(description = "关系人姓名")
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private String relationName;
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}
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```
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**Step 4: Compile**
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Run: `mvn compile -pl ruoyi-ccdi`
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Expected: BUILD SUCCESS
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**Step 5: Commit**
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```bash
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git add ruoyi-ccdi/src/main/java/com/ruoyi/ccdi/domain/dto/
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git commit -m "feat: 添加信贷客户家庭关系DTO类"
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```
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---
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### Task 3: 创建VO类
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**Files:**
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- Create: `ruoyi-ccdi/src/main/java/com/ruoyi/ccdi/domain/vo/CcdiCustFmyRelationVO.java`
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- Create: `ruoyi-ccdi/src/main/java/com/ruoyi/ccdi/domain/vo/CustFmyRelationImportFailureVO.java`
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- Reference: `ruoyi-ccdi/src/main/java/com/ruoyi/ccdi/domain/vo/CcdiStaffFmyRelationVO.java`
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**Step 1: 创建主VO**
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复制 `CcdiStaffFmyRelationVO.java`，修改：
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- 类名: `CcdiCustFmyRelationVO`
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- 移除 `personName` 字段（不关联其他表）
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- 注释中"员工" → "信贷客户"
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**Step 2: 创建导入失败VO**
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复制 `StaffFmyRelationImportFailureVO.java`，修改：
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- 类名: `CustFmyRelationImportFailureVO`
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- 注释中"员工" → "信贷客户"
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**Step 3: Compile**
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Run: `mvn compile -pl ruoyi-ccdi`
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Expected: BUILD SUCCESS
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**Step 4: Commit**
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```bash
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git add ruoyi-ccdi/src/main/java/com/ruoyi/ccdi/domain/vo/
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git commit -m "feat: 添加信贷客户家庭关系VO类"
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```
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---
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### Task 4: 创建Excel类
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**Files:**
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- Create: `ruoyi-ccdi/src/main/java/com/ruoyi/ccdi/domain/excel/CcdiCustFmyRelationExcel.java`
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- Reference: `ruoyi-ccdi/src/main/java/com/ruoyi/ccdi/domain/excel/CcdiStaffFmyRelationExcel.java`
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**Step 1: 创建Excel类**
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复制 `CcdiStaffFmyRelationExcel.java`，修改：
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- 类名: `CcdiCustFmyRelationExcel`
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- 注释: `信贷客户家庭关系Excel导入导出对象`
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- personId字段: `@ExcelProperty(value = "信贷客户身份证号*", index = 0)`
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- 其他保持不变
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**Step 2: Compile**
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Run: `mvn compile -pl ruoyi-ccdi`
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Expected: BUILD SUCCESS
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**Step 3: Commit**
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```bash
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git add ruoyi-ccdi/src/main/java/com/ruoyi/ccdi/domain/excel/CcdiCustFmyRelationExcel.java
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git commit -m "feat: 添加信贷客户家庭关系Excel类"
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```
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---
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### Task 5: 创建Mapper接口
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**Files:**
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- Create: `ruoyi-ccdi/src/main/java/com/ruoyi/ccdi/mapper/CcdiCustFmyRelationMapper.java`
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- Reference: `ruoyi-ccdi/src/main/java/com/ruoyi/ccdi/mapper/CcdiStaffFmyRelationMapper.java`
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**Step 1: 创建Mapper接口**
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复制 `CcdiStaffFmyRelationMapper.java`，修改：
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- 包名和导入: 全部 `Staff` → `Cust`
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- 类名: `CcdiCustFmyRelationMapper`
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- 泛型: `CcdiCustFmyRelation`
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- DTO: `CcdiCustFmyRelationQueryDTO`
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- VO: `CcdiCustFmyRelationVO`
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- 方法注释: "员工" → "信贷客户"
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|
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**Step 2: Compile**
|
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|
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Run: `mvn compile -pl ruoyi-ccdi`
|
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Expected: BUILD SUCCESS
|
||||
|
||||
**Step 3: Commit**
|
||||
|
||||
```bash
|
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git add ruoyi-ccdi/src/main/java/com/ruoyi/ccdi/mapper/CcdiCustFmyRelationMapper.java
|
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git commit -m "feat: 添加信贷客户家庭关系Mapper接口"
|
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```
|
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---
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### Task 6: 创建Mapper XML映射
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|
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**Files:**
|
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- Create: `ruoyi-ccdi/src/main/resources/mapper/ccdi/CcdiCustFmyRelationMapper.xml`
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- Reference: `ruoyi-ccdi/src/main/resources/mapper/ccdi/CcdiStaffFmyRelationMapper.xml`
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**Step 1: 创建XML映射文件**
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复制 `CcdiStaffFmyRelationMapper.xml`，修改：
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- namespace: `com.ruoyi.ccdi.mapper.CcdiCustFmyRelationMapper`
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- resultMap: `CcdiCustFmyRelationVOResult`
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- type: `com.ruoyi.ccdi.domain.vo.CcdiCustFmyRelationVO`
|
||||
- 表名: `ccdi_cust_fmy_relation`
|
||||
- **移除 LEFT JOIN**（不关联员工表）
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- WHERE条件: `r.is_cust_family = 1`
|
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- **移除 personName 相关字段**
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|
||||
```xml
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<!-- 关键修改：移除LEFT JOIN和person_name -->
|
||||
<select id="selectRelationPage" resultMap="CcdiCustFmyRelationVOResult">
|
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SELECT
|
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r.id, r.person_id, r.relation_type, r.relation_name,
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r.gender, r.birth_date, r.relation_cert_type, r.relation_cert_no,
|
||||
r.mobile_phone1, r.mobile_phone2, r.wechat_no1, r.wechat_no2, r.wechat_no3,
|
||||
r.contact_address, r.relation_desc, r.effective_date, r.invalid_date,
|
||||
r.status, r.remark, r.data_source, r.is_emp_family, r.is_cust_family,
|
||||
r.created_by, r.create_time, r.updated_by, r.update_time
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||||
FROM ccdi_cust_fmy_relation r
|
||||
<where>
|
||||
r.is_cust_family = 1
|
||||
<if test="query.personId != null and query.personId != ''">
|
||||
AND r.person_id = #{query.personId}
|
||||
</if>
|
||||
<if test="query.relationType != null and query.relationType != ''">
|
||||
AND r.relation_type = #{query.relationType}
|
||||
</if>
|
||||
<if test="query.relationName != null and query.relationName != ''">
|
||||
AND r.relation_name LIKE CONCAT('%', #{query.relationName}, '%')
|
||||
</if>
|
||||
</where>
|
||||
ORDER BY r.create_time DESC
|
||||
</select>
|
||||
```
|
||||
|
||||
- selectExistingRelations: `is_cust_family = 1`
|
||||
|
||||
**Step 2: Compile**
|
||||
|
||||
Run: `mvn compile -pl ruoyi-ccdi`
|
||||
Expected: BUILD SUCCESS
|
||||
|
||||
**Step 3: Commit**
|
||||
|
||||
```bash
|
||||
git add ruoyi-ccdi/src/main/resources/mapper/ccdi/CcdiCustFmyRelationMapper.xml
|
||||
git commit -m "feat: 添加信贷客户家庭关系Mapper XML映射"
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
### Task 7: 创建Service接口
|
||||
|
||||
**Files:**
|
||||
- Create: `ruoyi-ccdi/src/main/java/com/ruoyi/ccdi/service/ICcdiCustFmyRelationService.java`
|
||||
- Create: `ruoyi-ccdi/src/main/java/com/ruoyi/ccdi/service/ICcdiCustFmyRelationImportService.java`
|
||||
- Reference: `ruoyi-ccdi/src/main/java/com/ruoyi/ccdi/service/ICcdiStaffFmyRelationService.java`
|
||||
|
||||
**Step 1: 创建主Service接口**
|
||||
|
||||
复制 `ICcdiStaffFmyRelationService.java`，修改：
|
||||
- 接口名: `ICcdiCustFmyRelationService`
|
||||
- 泛型: `CcdiCustFmyRelationVO`, `CcdiCustFmyRelationQueryDTO`, `CcdiCustFmyRelationAddDTO`, `CcdiCustFmyRelationEditDTO`, `CcdiCustFmyRelationExcel`
|
||||
|
||||
**Step 2: 创建导入Service接口**
|
||||
|
||||
复制 `ICcdiStaffFmyRelationImportService.java`，修改：
|
||||
- 接口名: `ICcdiCustFmyRelationImportService`
|
||||
- 泛型: `CcdiCustFmyRelationExcel`, `CustFmyRelationImportFailureVO`
|
||||
|
||||
**Step 3: Compile**
|
||||
|
||||
Run: `mvn compile -pl ruoyi-ccdi`
|
||||
Expected: BUILD SUCCESS
|
||||
|
||||
**Step 4: Commit**
|
||||
|
||||
```bash
|
||||
git add ruoyi-ccdi/src/main/java/com/ruoyi/ccdi/service/
|
||||
git commit -m "feat: 添加信贷客户家庭关系Service接口"
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
### Task 8: 创建Service实现类
|
||||
|
||||
**Files:**
|
||||
- Create: `ruoyi-ccdi/src/main/java/com/ruoyi/ccdi/service/impl/CcdiCustFmyRelationServiceImpl.java`
|
||||
- Create: `ruoyi-ccdi/src/main/java/com/ruoyi/ccdi/service/impl/CcdiCustFmyRelationImportServiceImpl.java`
|
||||
- Reference: `ruoyi-ccdi/src/main/java/com/ruoyi/ccdi/service/impl/CcdiStaffFmyRelationServiceImpl.java`
|
||||
|
||||
**Step 1: 创建主Service实现类**
|
||||
|
||||
复制 `CcdiStaffFmyRelationServiceImpl.java`，修改：
|
||||
- 类名: `CcdiCustFmyRelationServiceImpl`
|
||||
- Mapper注入: `CcdiCustFmyRelationMapper`
|
||||
- ImportService注入: `ICcdiCustFmyRelationImportService`
|
||||
- 泛型: `CcdiCustFmyRelationVO`, `CcdiCustFmyRelationQueryDTO` 等
|
||||
- **关键修改**:
|
||||
- `relation.setIsEmpFamily(false);`
|
||||
- `relation.setIsCustFamily(true);`
|
||||
- Redis Key: `import:custFmyRelation:`
|
||||
|
||||
**Step 2: 创建导入Service实现类**
|
||||
|
||||
复制 `CcdiStaffFmyRelationImportServiceImpl.java`，修改：
|
||||
- 类名: `CcdiCustFmyRelationImportServiceImpl`
|
||||
- Mapper注入: `CcdiCustFmyRelationMapper`
|
||||
- 泛型: `CcdiCustFmyRelationExcel`, `CustFmyRelationImportFailureVO`
|
||||
- Redis Key: `import:custFmyRelation:`
|
||||
- 错误消息: "信贷客户身份证号"
|
||||
|
||||
**Step 3: Compile**
|
||||
|
||||
Run: `mvn compile -pl ruoyi-ccdi`
|
||||
Expected: BUILD SUCCESS
|
||||
|
||||
**Step 4: Commit**
|
||||
|
||||
```bash
|
||||
git add ruoyi-ccdi/src/main/java/com/ruoyi/ccdi/service/impl/
|
||||
git commit -m "feat: 添加信贷客户家庭关系Service实现类"
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
### Task 9: 创建Controller
|
||||
|
||||
**Files:**
|
||||
- Create: `ruoyi-ccdi/src/main/java/com/ruoyi/ccdi/controller/CcdiCustFmyRelationController.java`
|
||||
- Reference: `ruoyi-ccdi/src/main/java/com/ruoyi/ccdi/controller/CcdiStaffFmyRelationController.java`
|
||||
|
||||
**Step 1: 创建Controller**
|
||||
|
||||
复制 `CcdiStaffFmyRelationController.java`，修改：
|
||||
- 类名: `CcdiCustFmyRelationController`
|
||||
- Tag: `@Tag(name = "信贷客户家庭关系管理")`
|
||||
- RequestMapping: `/ccdi/custFmyRelation`
|
||||
- Service注入: `ICcdiCustFmyRelationService`, `ICcdiCustFmyRelationImportService`
|
||||
- DTO/VO: 对应的 `CcdiCust...` 类型
|
||||
- 权限标识: `ccdi:custFmyRelation:*`
|
||||
- 注释: "员工" → "信贷客户"
|
||||
|
||||
**Step 2: Compile**
|
||||
|
||||
Run: `mvn compile -pl ruoyi-ccdi`
|
||||
Expected: BUILD SUCCESS
|
||||
|
||||
**Step 3: Commit**
|
||||
|
||||
```bash
|
||||
git add ruoyi-ccdi/src/main/java/com/ruoyi/ccdi/controller/CcdiCustFmyRelationController.java
|
||||
git commit -m "feat: 添加信贷客户家庭关系Controller"
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## 前端开发
|
||||
|
||||
### Task 10: 创建API接口文件
|
||||
|
||||
**Files:**
|
||||
- Create: `ruoyi-ui/src/api/ccdiCustFmyRelation.js`
|
||||
- Reference: `ruoyi-ui/src/api/ccdiStaffFmyRelation.js`
|
||||
|
||||
**Step 1: 创建API文件**
|
||||
|
||||
复制 `ccdiStaffFmyRelation.js`，修改：
|
||||
- url路径: `/ccdi/custFmyRelation`
|
||||
- 移除 `getStaffList` 方法（不需要）
|
||||
|
||||
```javascript
|
||||
import request from '@/utils/request'
|
||||
|
||||
// 查询信贷客户家庭关系列表
|
||||
export function listRelation(query) {
|
||||
return request({
|
||||
url: '/ccdi/custFmyRelation/list',
|
||||
method: 'get',
|
||||
params: query
|
||||
})
|
||||
}
|
||||
|
||||
// 查询信贷客户家庭关系详细
|
||||
export function getRelation(id) {
|
||||
return request({
|
||||
url: '/ccdi/custFmyRelation/' + id,
|
||||
method: 'get'
|
||||
})
|
||||
}
|
||||
|
||||
// 新增信贷客户家庭关系
|
||||
export function addRelation(data) {
|
||||
return request({
|
||||
url: '/ccdi/custFmyRelation',
|
||||
method: 'post',
|
||||
data: data
|
||||
})
|
||||
}
|
||||
|
||||
// 修改信贷客户家庭关系
|
||||
export function updateRelation(data) {
|
||||
return request({
|
||||
url: '/ccdi/custFmyRelation',
|
||||
method: 'put',
|
||||
data: data
|
||||
})
|
||||
}
|
||||
|
||||
// 删除信贷客户家庭关系
|
||||
export function delRelation(ids) {
|
||||
return request({
|
||||
url: '/ccdi/custFmyRelation/' + ids,
|
||||
method: 'delete'
|
||||
})
|
||||
}
|
||||
|
||||
// 导出信贷客户家庭关系
|
||||
export function exportRelation(query) {
|
||||
return request({
|
||||
url: '/ccdi/custFmyRelation/export',
|
||||
method: 'post',
|
||||
params: query
|
||||
})
|
||||
}
|
||||
|
||||
// 下载导入模板
|
||||
export function importTemplate() {
|
||||
return request({
|
||||
url: '/ccdi/custFmyRelation/importTemplate',
|
||||
method: 'post'
|
||||
})
|
||||
}
|
||||
|
||||
// 导入信贷客户家庭关系
|
||||
export function importData(file) {
|
||||
const formData = new FormData()
|
||||
formData.append('file', file)
|
||||
return request({
|
||||
url: '/ccdi/custFmyRelation/importData',
|
||||
method: 'post',
|
||||
data: formData
|
||||
})
|
||||
}
|
||||
|
||||
// 查询导入状态
|
||||
export function getImportStatus(taskId) {
|
||||
return request({
|
||||
url: '/ccdi/custFmyRelation/importStatus/' + taskId,
|
||||
method: 'get'
|
||||
})
|
||||
}
|
||||
|
||||
// 查询导入失败记录
|
||||
export function getImportFailures(taskId, pageNum, pageSize) {
|
||||
return request({
|
||||
url: '/ccdi/custFmyRelation/importFailures/' + taskId,
|
||||
method: 'get',
|
||||
params: { pageNum, pageSize }
|
||||
})
|
||||
}
|
||||
```
|
||||
|
||||
**Step 2: Commit**
|
||||
|
||||
```bash
|
||||
git add ruoyi-ui/src/api/ccdiCustFmyRelation.js
|
||||
git commit -m "feat: 添加信贷客户家庭关系API接口"
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
### Task 11: 创建主页面组件
|
||||
|
||||
**Files:**
|
||||
- Create: `ruoyi-ui/src/views/ccdiCustFmyRelation/index.vue`
|
||||
- Reference: `ruoyi-ui/src/views/ccdiStaffFmyRelation/index.vue`
|
||||
|
||||
**Step 1: 创建页面组件**
|
||||
|
||||
复制 `ccdiStaffFmyRelation/index.vue`，修改：
|
||||
|
||||
1. **查询条件**（简化版）：
|
||||
```vue
|
||||
<!-- 移除员工姓名输入框，只保留personId、relationType、relationName -->
|
||||
<el-form-item label="信贷客户身份证号" prop="personId">
|
||||
<el-input
|
||||
v-model="queryParams.personId"
|
||||
placeholder="请输入信贷客户身份证号"
|
||||
clearable
|
||||
style="width: 240px"
|
||||
@keyup.enter.native="handleQuery"
|
||||
/>
|
||||
</el-form-item>
|
||||
<el-form-item label="关系类型" prop="relationType">
|
||||
<el-select v-model="queryParams.relationType" placeholder="请选择关系类型" clearable style="width: 240px">
|
||||
<el-option
|
||||
v-for="dict in dict.type.ccdi_relation_type"
|
||||
:key="dict.value"
|
||||
:label="dict.label"
|
||||
:value="dict.value"
|
||||
/>
|
||||
</el-select>
|
||||
</el-form-item>
|
||||
<el-form-item label="关系人姓名" prop="relationName">
|
||||
<el-input
|
||||
v-model="queryParams.relationName"
|
||||
placeholder="请输入关系人姓名"
|
||||
clearable
|
||||
style="width: 240px"
|
||||
@keyup.enter.native="handleQuery"
|
||||
/>
|
||||
</el-form-item>
|
||||
<!-- 移除状态下拉框 -->
|
||||
```
|
||||
|
||||
2. **列表列**（移除personName）：
|
||||
```vue
|
||||
<el-table-column label="信贷客户身份证号" align="center" prop="personId" width="180"/>
|
||||
<!-- 移除员工姓名列 -->
|
||||
```
|
||||
|
||||
3. **表单**（使用普通输入框）：
|
||||
```vue
|
||||
<!-- 信贷客户身份证号改为普通输入框，不使用远程搜索 -->
|
||||
<el-form-item label="信贷客户身份证号" prop="personId">
|
||||
<el-input
|
||||
v-model="form.personId"
|
||||
placeholder="请输入信贷客户身份证号"
|
||||
:disabled="!isAdd"
|
||||
maxlength="18"
|
||||
/>
|
||||
</el-form-item>
|
||||
```
|
||||
|
||||
4. **权限标识**：全部 `staffFmyRelation` → `custFmyRelation`
|
||||
|
||||
5. **导入localStorage**：
|
||||
```javascript
|
||||
const STORAGE_KEY = 'cust_fmy_relation_import_last_task';
|
||||
```
|
||||
|
||||
6. **字典类型**：
|
||||
```vue
|
||||
<dict-tag :options="dict.type.ccdi_relation_type" :value="scope.row.relationType"/>
|
||||
<dict-tag :options="dict.type.ccdi_indiv_gender" :value="scope.row.gender"/>
|
||||
```
|
||||
|
||||
**Step 2: Commit**
|
||||
|
||||
```bash
|
||||
git add ruoyi-ui/src/views/ccdiCustFmyRelation/index.vue
|
||||
git commit -m "feat: 添加信贷客户家庭关系页面组件"
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## 系统配置
|
||||
|
||||
### Task 12: 创建菜单权限SQL
|
||||
|
||||
**Files:**
|
||||
- Create: `sql/ccdi_cust_fmy_relation_menu.sql`
|
||||
- Reference: `sql/ccdi_staff_fmy_relation_menu.sql`
|
||||
|
||||
**Step 1: 创建菜单SQL**
|
||||
|
||||
```sql
|
||||
-- 信贷客户家庭关系菜单
|
||||
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)
|
||||
VALUES
|
||||
('信贷客户家庭关系', (SELECT menu_id FROM sys_menu WHERE menu_name = '信息维护' LIMIT 1), 5, 'custFmyRelation', 'ccdiCustFmyRelation/index', 1, 0, 'C', '0', '0', 'ccdi:custFmyRelation:list', 'peoples', 'admin', NOW(), '', NULL, '信贷客户家庭关系菜单');
|
||||
|
||||
-- 获取刚插入的菜单ID
|
||||
SET @parent_id = LAST_INSERT_ID();
|
||||
|
||||
-- 添加按钮权限
|
||||
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) VALUES
|
||||
('信贷客户家庭关系查询', @parent_id, 1, '#', '', 1, 0, 'F', '0', '0', 'ccdi:custFmyRelation:query', '#', 'admin', NOW(), '', NULL, ''),
|
||||
('信贷客户家庭关系新增', @parent_id, 2, '#', '', 1, 0, 'F', '0', '0', 'ccdi:custFmyRelation:add', '#', 'admin', NOW(), '', NULL, ''),
|
||||
('信贷客户家庭关系修改', @parent_id, 3, '#', '', 1, 0, 'F', '0', '0', 'ccdi:custFmyRelation:edit', '#', 'admin', NOW(), '', NULL, ''),
|
||||
('信贷客户家庭关系删除', @parent_id, 4, '#', '', 1, 0, 'F', '0', '0', 'ccdi:custFmyRelation:remove', '#', 'admin', NOW(), '', NULL, ''),
|
||||
('信贷客户家庭关系导出', @parent_id, 5, '#', '', 1, 0, 'F', '0', '0', 'ccdi:custFmyRelation:export', '#', 'admin', NOW(), '', NULL, ''),
|
||||
('信贷客户家庭关系导入', @parent_id, 6, '#', '', 1, 0, 'F', '0', '0', 'ccdi:custFmyRelation:import', '#', 'admin', NOW(), '', NULL, '');
|
||||
```
|
||||
|
||||
**Step 2: Commit**
|
||||
|
||||
```bash
|
||||
git add sql/ccdi_cust_fmy_relation_menu.sql
|
||||
git commit -m "feat: 添加信贷客户家庭关系菜单权限"
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
### Task 13: 配置字典数据
|
||||
|
||||
**Files:**
|
||||
- Modify: 通过系统管理界面配置
|
||||
|
||||
**Step 1: 确认字典存在**
|
||||
|
||||
登录系统 → 系统管理 → 字典管理，确认以下字典类型已存在：
|
||||
- `ccdi_relation_type`：关系类型
|
||||
- `ccdi_indiv_gender`：性别
|
||||
- `ccdi_certificate_type`：证件类型
|
||||
|
||||
如不存在，参考员工亲属关系的字典数据添加。
|
||||
|
||||
---
|
||||
|
||||
## 测试验证
|
||||
|
||||
### Task 14: 后端接口测试
|
||||
|
||||
**Files:**
|
||||
- Create: `doc/reviews/cust-fmy-relation-api-test.md`
|
||||
|
||||
**Step 1: 启动后端服务**
|
||||
|
||||
Run: `mvn spring-boot:run -pl ruoyi-admin`
|
||||
Expected: 服务启动成功，访问 http://localhost:8080/swagger-ui/index.html
|
||||
|
||||
**Step 2: 测试登录获取token**
|
||||
|
||||
Run:
|
||||
```bash
|
||||
curl -X POST "http://localhost:8080/login" \
|
||||
-H "Content-Type: application/json" \
|
||||
-d '{"username":"admin","password":"admin123"}'
|
||||
```
|
||||
Expected: 返回token
|
||||
|
||||
**Step 3: 测试查询列表接口**
|
||||
|
||||
Run:
|
||||
```bash
|
||||
curl -X GET "http://localhost:8080/ccdi/custFmyRelation/list?pageNum=1&pageSize=10" \
|
||||
-H "Authorization: Bearer <token>"
|
||||
```
|
||||
Expected: 返回空列表（无数据）
|
||||
|
||||
**Step 4: 测试新增接口**
|
||||
|
||||
Run:
|
||||
```bash
|
||||
curl -X POST "http://localhost:8080/ccdi/custFmyRelation" \
|
||||
-H "Authorization: Bearer <token>" \
|
||||
-H "Content-Type: application/json" \
|
||||
-d '{
|
||||
"personId": "110101199001011234",
|
||||
"relationType": "配偶",
|
||||
"relationName": "张三",
|
||||
"gender": "M",
|
||||
"relationCertType": "身份证",
|
||||
"relationCertNo": "110101199001015678"
|
||||
}'
|
||||
```
|
||||
Expected: 返回成功
|
||||
|
||||
**Step 5: 测试查询详情接口**
|
||||
|
||||
Run:
|
||||
```bash
|
||||
curl -X GET "http://localhost:8080/ccdi/custFmyRelation/1" \
|
||||
-H "Authorization: Bearer <token>"
|
||||
```
|
||||
Expected: 返回刚插入的记录
|
||||
|
||||
---
|
||||
|
||||
### Task 15: 前端功能测试
|
||||
|
||||
**Step 1: 启动前端服务**
|
||||
|
||||
Run: `cd ruoyi-ui && npm run dev`
|
||||
Expected: 服务启动成功，访问 http://localhost
|
||||
|
||||
**Step 2: 登录系统**
|
||||
|
||||
用户名: admin
|
||||
密码: admin123
|
||||
|
||||
**Step 3: 导航到信贷客户家庭关系页面**
|
||||
|
||||
路径: 信息维护 → 信贷客户家庭关系
|
||||
|
||||
**Step 4: 测试新增功能**
|
||||
|
||||
1. 点击"新增"按钮
|
||||
2. 填写表单：
|
||||
- 信贷客户身份证号: `110101199001011234`
|
||||
- 关系类型: `配偶`
|
||||
- 关系人姓名: `张三`
|
||||
- 性别: `男`
|
||||
- 证件类型: `身份证`
|
||||
- 证件号码: `110101199001015678`
|
||||
3. 点击"确定"
|
||||
Expected: 新增成功，列表显示新记录
|
||||
|
||||
**Step 5: 测试编辑功能**
|
||||
|
||||
1. 点击"编辑"按钮
|
||||
2. 修改关系人姓名为 `张三丰`
|
||||
3. 点击"确定"
|
||||
Expected: 修改成功，列表显示更新
|
||||
|
||||
**Step 6: 测试删除功能**
|
||||
|
||||
1. 勾选记录
|
||||
2. 点击"删除"按钮
|
||||
3. 确认删除
|
||||
Expected: 删除成功，列表不再显示该记录
|
||||
|
||||
**Step 7: 测试导出功能**
|
||||
|
||||
1. 添加几条测试数据
|
||||
2. 点击"导出"按钮
|
||||
Expected: 下载Excel文件，数据正确
|
||||
|
||||
**Step 8: 测试导入功能**
|
||||
|
||||
1. 点击"导入"按钮
|
||||
2. 下载模板
|
||||
3. 填写数据后上传
|
||||
4. 等待异步导入完成
|
||||
Expected: 导入成功，显示结果通知
|
||||
|
||||
---
|
||||
|
||||
### Task 16: API文档生成
|
||||
|
||||
**Step 1: 访问Swagger文档**
|
||||
|
||||
URL: http://localhost:8080/swagger-ui/index.html
|
||||
Expected: 看到"信贷客户家庭关系管理"分组，所有接口正常显示
|
||||
|
||||
**Step 2: 导出API文档**
|
||||
|
||||
使用 Swagger 导出功能，保存到: `doc/api-docs/cust-fmy-relation-api.md`
|
||||
|
||||
---
|
||||
|
||||
## 完成检查清单
|
||||
|
||||
- [ ] 数据库表创建成功
|
||||
- [ ] 后端所有类编译通过
|
||||
- [ ] Controller所有接口在Swagger正常显示
|
||||
- [ ] 前端页面正常加载
|
||||
- [ ] 增删改查功能正常
|
||||
- [ ] 导入导出功能正常
|
||||
- [ ] 权限控制生效
|
||||
- [ ] 字典数据正确显示
|
||||
- [ ] 测试文档完整
|
||||
|
||||
---
|
||||
|
||||
## 预期结果
|
||||
|
||||
完成后，系统将具备以下功能：
|
||||
|
||||
1. **信贷客户家庭关系管理页面**
|
||||
- 列表展示（分页）
|
||||
- 简化查询（身份证号、关系类型、关系人姓名）
|
||||
- 新增/编辑/删除/详情
|
||||
|
||||
2. **导入导出功能**
|
||||
- 带字典下拉框的Excel模板
|
||||
- 异步导入，实时状态查询
|
||||
- 失败记录查看
|
||||
|
||||
3. **权限控制**
|
||||
- 完整的CRUD权限
|
||||
- 按钮级权限控制
|
||||
|
||||
4. **数据隔离**
|
||||
- 独立表 `ccdi_cust_fmy_relation`
|
||||
- `is_cust_family = 1`
|
||||
Reference in New Issue
Block a user