# Special Check Family Asset Liability Backend Implementation Plan > **For agentic workers:** REQUIRED: Use superpowers:subagent-driven-development (if subagents available) or superpowers:executing-plans to implement this plan. Steps use checkbox (`- [ ]`) syntax for tracking. **Goal:** 为专项排查页新增“员工家庭资产负债专项核查”后端查询能力，支持项目内员工列表出数与单个员工家庭收入、资产、负债明细展开。 **Architecture:** 采用专项核查专用查询链路，不复用结果总览员工结果表。新增 `CcdiProjectSpecialCheckController + Service + Mapper`，按项目内已入库流水命中的员工范围聚合本人与配偶的收入、资产、征信本金余额，并拆成列表接口与详情接口两条只读查询。 **Tech Stack:** Java 21, Spring Boot 3, MyBatis XML, Maven, JUnit 5 --- ### Task 1: 定义专项核查接口契约、DTO 与 VO **Files:** - Create: `ccdi-project/src/main/java/com/ruoyi/ccdi/project/controller/CcdiProjectSpecialCheckController.java` - Create: `ccdi-project/src/main/java/com/ruoyi/ccdi/project/service/ICcdiProjectSpecialCheckService.java` - Create: `ccdi-project/src/main/java/com/ruoyi/ccdi/project/domain/dto/CcdiProjectFamilyAssetLiabilityListQueryDTO.java` - Create: `ccdi-project/src/main/java/com/ruoyi/ccdi/project/domain/dto/CcdiProjectFamilyAssetLiabilityDetailQueryDTO.java` - Create: `ccdi-project/src/main/java/com/ruoyi/ccdi/project/domain/vo/CcdiProjectFamilyAssetLiabilityListItemVO.java` - Create: `ccdi-project/src/main/java/com/ruoyi/ccdi/project/domain/vo/CcdiProjectFamilyAssetLiabilityListVO.java` - Create: `ccdi-project/src/main/java/com/ruoyi/ccdi/project/domain/vo/CcdiProjectFamilyIncomeDetailVO.java` - Create: `ccdi-project/src/main/java/com/ruoyi/ccdi/project/domain/vo/CcdiProjectFamilyAssetItemVO.java` - Create: `ccdi-project/src/main/java/com/ruoyi/ccdi/project/domain/vo/CcdiProjectFamilyAssetDetailVO.java` - Create: `ccdi-project/src/main/java/com/ruoyi/ccdi/project/domain/vo/CcdiProjectFamilyDebtItemVO.java` - Create: `ccdi-project/src/main/java/com/ruoyi/ccdi/project/domain/vo/CcdiProjectFamilyDebtDetailVO.java` - Create: `ccdi-project/src/main/java/com/ruoyi/ccdi/project/domain/vo/CcdiProjectFamilyAssetLiabilityDetailVO.java` - Test: `ccdi-project/src/test/java/com/ruoyi/ccdi/project/controller/CcdiProjectSpecialCheckControllerContractTest.java` - [ ] **Step 1: Write the failing test** 为控制器契约补静态/反射测试，锁定以下路径和方法： - `GET /ccdi/project/special-check/family-asset-liability/list` - `GET /ccdi/project/special-check/family-asset-liability/detail` 并锁定 DTO / VO 基本字段： - 列表入参：`projectId` - 详情入参：`projectId`、`staffIdCard` - 列表项：`staffIdCard`、`staffCode`、`staffName`、`deptName`、`totalIncome`、`totalAsset`、`totalDebt`、`comparisonAmount`、`riskLevelCode`、`riskLevelName` - 详情：`incomeDetail`、`assetDetail`、`debtDetail`、`summary` - [ ] **Step 2: Run test to verify it fails** Run: ```bash mvn test -pl ccdi-project -Dtest=CcdiProjectSpecialCheckControllerContractTest ``` Expected: - `FAIL` - 原因是控制器、DTO、VO 尚未创建 - [ ] **Step 3: Write minimal implementation** 补齐控制器、服务接口、DTO 与 VO。 控制器要求： - 继续使用 `@Tag`、`@Operation` - 权限沿用 `@PreAuthorize("@ss.hasPermi('ccdi:project:query')")` - 返回统一使用 `AjaxResult.success(...)` DTO 要求： - 使用独立 DTO，不直接裸接 `Long` - `projectId`、`staffIdCard` 做基础非空约束 - [ ] **Step 4: Run test to verify it passes** Run: ```bash mvn test -pl ccdi-project -Dtest=CcdiProjectSpecialCheckControllerContractTest ``` Expected: - `PASS` - [ ] **Step 5: Commit** ```bash git add ccdi-project/src/main/java/com/ruoyi/ccdi/project/controller/CcdiProjectSpecialCheckController.java ccdi-project/src/main/java/com/ruoyi/ccdi/project/service/ICcdiProjectSpecialCheckService.java ccdi-project/src/main/java/com/ruoyi/ccdi/project/domain/dto/CcdiProjectFamilyAssetLiabilityListQueryDTO.java ccdi-project/src/main/java/com/ruoyi/ccdi/project/domain/dto/CcdiProjectFamilyAssetLiabilityDetailQueryDTO.java ccdi-project/src/main/java/com/ruoyi/ccdi/project/domain/vo/CcdiProjectFamilyAssetLiabilityListItemVO.java ccdi-project/src/main/java/com/ruoyi/ccdi/project/domain/vo/CcdiProjectFamilyAssetLiabilityListVO.java ccdi-project/src/main/java/com/ruoyi/ccdi/project/domain/vo/CcdiProjectFamilyIncomeDetailVO.java ccdi-project/src/main/java/com/ruoyi/ccdi/project/domain/vo/CcdiProjectFamilyAssetItemVO.java ccdi-project/src/main/java/com/ruoyi/ccdi/project/domain/vo/CcdiProjectFamilyAssetDetailVO.java ccdi-project/src/main/java/com/ruoyi/ccdi/project/domain/vo/CcdiProjectFamilyDebtItemVO.java ccdi-project/src/main/java/com/ruoyi/ccdi/project/domain/vo/CcdiProjectFamilyDebtDetailVO.java ccdi-project/src/main/java/com/ruoyi/ccdi/project/domain/vo/CcdiProjectFamilyAssetLiabilityDetailVO.java ccdi-project/src/test/java/com/ruoyi/ccdi/project/controller/CcdiProjectSpecialCheckControllerContractTest.java git commit -m "定义专项核查家庭资产负债接口契约" ``` ### Task 2: 实现项目员工范围与列表聚合 SQL **Files:** - Create: `ccdi-project/src/main/java/com/ruoyi/ccdi/project/mapper/CcdiProjectSpecialCheckMapper.java` - Create: `ccdi-project/src/main/resources/mapper/ccdi/project/CcdiProjectSpecialCheckMapper.xml` - Test: `ccdi-project/src/test/java/com/ruoyi/ccdi/project/mapper/CcdiProjectSpecialCheckMapperListSqlTest.java` - [ ] **Step 1: Write the failing test** 新增 Mapper XML 测试，锁定以下核心 SQL 口径： - 项目员工范围沿用“项目内已入库流水命中且能匹配员工主数据”的口径 - 配偶通过 `relation_type = '配偶'` 识别 - 收入使用 `annual_income` - 资产使用 `current_value` - 负债使用 `principal_balance` - 风险等级边界为 `<= 1.5`、`> 1.5 and <= 3`、`> 3` - [ ] **Step 2: Run test to verify it fails** Run: ```bash mvn test -pl ccdi-project -Dtest=CcdiProjectSpecialCheckMapperListSqlTest ``` Expected: - `FAIL` - [ ] **Step 3: Write minimal implementation** 在 `CcdiProjectSpecialCheckMapper.xml` 中实现列表查询。 实现要求： - 先抽取项目员工基础集合，避免明细聚合时丢失“无资产/无负债/无配偶”的员工 - 家庭总年收入 = 本人年收入 + 配偶年收入，均需 `COALESCE(..., 0)` - 家庭总资产需限定持有人为“员工本人 + 配偶” - 家庭总负债需限定归属人为“员工本人 + 配偶” - 输出 `comparisonAmount = totalIncome + totalDebt` - 风险等级同时输出 `riskLevelCode` 和 `riskLevelName` - 排序建议先按风险等级倒序，再按 `comparisonAmount desc`，最后按 `staff_name asc` - [ ] **Step 4: Run test to verify it passes** Run: ```bash mvn test -pl ccdi-project -Dtest=CcdiProjectSpecialCheckMapperListSqlTest ``` Expected: - `PASS` - [ ] **Step 5: Commit** ```bash git add ccdi-project/src/main/java/com/ruoyi/ccdi/project/mapper/CcdiProjectSpecialCheckMapper.java ccdi-project/src/main/resources/mapper/ccdi/project/CcdiProjectSpecialCheckMapper.xml ccdi-project/src/test/java/com/ruoyi/ccdi/project/mapper/CcdiProjectSpecialCheckMapperListSqlTest.java git commit -m "补充专项核查家庭资产负债列表查询" ``` ### Task 3: 实现详情聚合 SQL 与明细结构 **Files:** - Modify: `ccdi-project/src/main/java/com/ruoyi/ccdi/project/mapper/CcdiProjectSpecialCheckMapper.java` - Modify: `ccdi-project/src/main/resources/mapper/ccdi/project/CcdiProjectSpecialCheckMapper.xml` - Test: `ccdi-project/src/test/java/com/ruoyi/ccdi/project/mapper/CcdiProjectSpecialCheckMapperDetailSqlTest.java` - [ ] **Step 1: Write the failing test** 新增详情查询 XML 测试，锁定以下内容： - 详情必须返回收入、资产、负债三组结构 - 资产明细包含：资产名称、大类、小类、持有人、当前估值、估值日期 - 负债明细包含：负债名称、大类、小类、债权人类型、归属人、本金余额、查询日期 - 本人与配偶小计必须拆开 - [ ] **Step 2: Run test to verify it fails** Run: ```bash mvn test -pl ccdi-project -Dtest=CcdiProjectSpecialCheckMapperDetailSqlTest ``` Expected: - `FAIL` - [ ] **Step 3: Write minimal implementation** 在 Mapper 中新增详情查询与结果映射。 实现要求： - 详情接口按 `projectId + staffIdCard` 查询 - 先校验该员工属于当前项目员工范围，再返回详情 - 资产、负债列表都要显式带出“归属人”名称或证件号映射 - 详情返回值中保留 `summary`，避免前端展开区自行重复计算 - 对空列表返回空数组，不返回 `null` - [ ] **Step 4: Run test to verify it passes** Run: ```bash mvn test -pl ccdi-project -Dtest=CcdiProjectSpecialCheckMapperDetailSqlTest ``` Expected: - `PASS` - [ ] **Step 5: Commit** ```bash git add ccdi-project/src/main/java/com/ruoyi/ccdi/project/mapper/CcdiProjectSpecialCheckMapper.java ccdi-project/src/main/resources/mapper/ccdi/project/CcdiProjectSpecialCheckMapper.xml ccdi-project/src/test/java/com/ruoyi/ccdi/project/mapper/CcdiProjectSpecialCheckMapperDetailSqlTest.java git commit -m "补充专项核查家庭资产负债详情查询" ``` ### Task 4: 完成服务组装与控制器返回 **Files:** - Create: `ccdi-project/src/main/java/com/ruoyi/ccdi/project/service/impl/CcdiProjectSpecialCheckServiceImpl.java` - Test: `ccdi-project/src/test/java/com/ruoyi/ccdi/project/service/impl/CcdiProjectSpecialCheckServiceImplTest.java` - Test: `ccdi-project/src/test/java/com/ruoyi/ccdi/project/controller/CcdiProjectSpecialCheckControllerTest.java` - [ ] **Step 1: Write the failing test** 补服务层与控制器测试，覆盖： - 项目不存在时返回统一异常 - 列表接口返回空列表而不是 `null` - 详情接口在员工不属于当前项目时返回明确错误 - 详情 `summary` 中金额与列表同口径 - [ ] **Step 2: Run test to verify it fails** Run: ```bash mvn test -pl ccdi-project -Dtest=CcdiProjectSpecialCheckServiceImplTest,CcdiProjectSpecialCheckControllerTest ``` Expected: - `FAIL` - [ ] **Step 3: Write minimal implementation** 在服务层： - 校验项目存在性 - 调用 Mapper 查询列表与详情 - 空数据场景统一封装为空列表或空明细结构 - 不在服务层新增与本次需求无关的缓存、异步、预计算逻辑 在控制器层： - 直接接收 DTO - 维持 GET 查询模式 - 返回 `AjaxResult.success(...)` - [ ] **Step 4: Run test to verify it passes** Run: ```bash mvn test -pl ccdi-project -Dtest=CcdiProjectSpecialCheckServiceImplTest,CcdiProjectSpecialCheckControllerTest ``` Expected: - `PASS` - [ ] **Step 5: Commit** ```bash git add ccdi-project/src/main/java/com/ruoyi/ccdi/project/service/impl/CcdiProjectSpecialCheckServiceImpl.java ccdi-project/src/test/java/com/ruoyi/ccdi/project/service/impl/CcdiProjectSpecialCheckServiceImplTest.java ccdi-project/src/test/java/com/ruoyi/ccdi/project/controller/CcdiProjectSpecialCheckControllerTest.java git commit -m "完成专项核查家庭资产负债服务组装" ``` ### Task 5: 写实施记录与验证记录 **Files:** - Create: `docs/reports/implementation/2026-03-24-special-check-family-asset-liability-backend-record.md` - Create: `docs/tests/records/2026-03-24-special-check-family-asset-liability-backend-verification.md` - [ ] **Step 1: Write implementation record** 在 `docs/reports/implementation/2026-03-24-special-check-family-asset-liability-backend-record.md` 中记录： - 本次新增的接口、Mapper、DTO、VO、测试文件 - 项目员工范围口径 - 收入、资产、负债、风险等级的计算口径 - 未扩展到其他家庭成员的范围说明 - [ ] **Step 2: Run targeted verification and record output** Run: ```bash mvn test -pl ccdi-project -Dtest=CcdiProjectSpecialCheckControllerContractTest,CcdiProjectSpecialCheckMapperListSqlTest,CcdiProjectSpecialCheckMapperDetailSqlTest,CcdiProjectSpecialCheckServiceImplTest,CcdiProjectSpecialCheckControllerTest ``` Expected: - `PASS` 将实际执行命令、结果和结论记录到 `docs/tests/records/2026-03-24-special-check-family-asset-liability-backend-verification.md`。 - [ ] **Step 3: Commit** ```bash git add docs/reports/implementation/2026-03-24-special-check-family-asset-liability-backend-record.md docs/tests/records/2026-03-24-special-check-family-asset-liability-backend-verification.md git commit -m "补充专项核查家庭资产负债后端记录" ```