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49118a4418605ee2b0b8fce3a7a267c3744905ce
ccdi/docs/plans/backend/2026-04-20-intermediary-import-backend-implementation.md
wkc 49118a4418 新增中介库导入实施计划
2026-04-22 09:52:32 +08:00

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中介库导入改造后端实施计划

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. 执行约束： 仓库约定不开 subagent，执行时使用 superpowers:executing-plans。

Goal: 完成中介库后端导入改造，统一 related_num_id 为“关联中介本人证件号码”，新增“导入中介信息”和“导入中介实体关联关系”两条异步导入链路，并保证手工维护、统一查询和级联删除与新语义一致。

Architecture: 后端保持 CcdiIntermediaryController + CcdiIntermediaryServiceImpl + ccdi_biz_intermediary/ccdi_intermediary_enterprise_relation 的现有主线，不新增平行模块。外部 API 继续保持 bizId 契约，服务层内部把亲属链路统一转换为“本人证件号码”处理；导入链路对齐员工数据导入，拆分为“中介信息导入”和“中介实体关联关系导入”两套独立任务与失败记录。

Tech Stack: Java 21, Spring Boot 3, MyBatis Plus, MySQL, Redis, EasyExcel, JUnit 5, Maven, Markdown

文件结构与职责

设计与计划基线

  • docs/design/2026-04-20-intermediary-import-refactor-design.md 当前需求和边界的唯一设计基线，实施不得偏离其中已确认口径。

SQL 与迁移

  • Create: sql/migration/2026-04-20-migrate-intermediary-related-num-id-to-person-id.sql 负责把历史 related_num_id = 本人 biz_id 迁移为 related_num_id = 本人 person_id。
  • Create: sql/migration/2026-04-20-fix-ccdi-person-sub-type-dict.sql 负责补齐或校正 ccdi_person_sub_type 字典项，供导入模板下拉使用。

中介主链路

  • Modify: ccdi-info-collection/src/main/java/com/ruoyi/info/collection/domain/CcdiBizIntermediary.java 调整 relatedNumId 字段注释语义。
  • Modify: ccdi-info-collection/src/main/java/com/ruoyi/info/collection/service/ICcdiIntermediaryService.java 暴露新的校验与导入能力方法。
  • Modify: ccdi-info-collection/src/main/java/com/ruoyi/info/collection/service/impl/CcdiIntermediaryServiceImpl.java 完成亲属主从语义切换、手工维护逻辑修正、关系唯一性判断和级联删除。
  • Modify: ccdi-info-collection/src/main/resources/mapper/info/collection/CcdiIntermediaryMapper.xml 把统一列表中的亲属关联条件从 parent.biz_id 改为 parent.person_id。

导入链路

  • Modify: ccdi-info-collection/src/main/java/com/ruoyi/info/collection/controller/CcdiIntermediaryController.java 重组导入接口，保留中介信息导入，新增实体关联关系导入。
  • Modify: ccdi-info-collection/src/main/java/com/ruoyi/info/collection/domain/excel/CcdiIntermediaryPersonExcel.java 让 personSubType 使用字典下拉，移除废弃的 relationType 列，重命名 relatedNumId 模板文案。
  • Modify: ccdi-info-collection/src/main/java/com/ruoyi/info/collection/domain/vo/IntermediaryPersonImportFailureVO.java 对齐新模板字段，移除废弃字段。
  • Modify: ccdi-info-collection/src/main/java/com/ruoyi/info/collection/service/ICcdiIntermediaryPersonImportService.java 调整中介信息导入接口定义。
  • Modify: ccdi-info-collection/src/main/java/com/ruoyi/info/collection/service/impl/CcdiIntermediaryPersonImportServiceImpl.java 重写为“本人阶段 + 亲属阶段”的混合导入实现。
  • Create: ccdi-info-collection/src/main/java/com/ruoyi/info/collection/domain/excel/CcdiIntermediaryEnterpriseRelationExcel.java 中介实体关联关系导入模板实体。
  • Create: ccdi-info-collection/src/main/java/com/ruoyi/info/collection/domain/vo/IntermediaryEnterpriseRelationImportFailureVO.java 实体关联关系失败记录 VO。
  • Create: ccdi-info-collection/src/main/java/com/ruoyi/info/collection/service/ICcdiIntermediaryEnterpriseRelationImportService.java 实体关联关系导入服务接口。
  • Create: ccdi-info-collection/src/main/java/com/ruoyi/info/collection/service/impl/CcdiIntermediaryEnterpriseRelationImportServiceImpl.java 实体关联关系异步导入实现。

既有 DTO / VO / Mapper 补充

  • Modify: ccdi-info-collection/src/main/java/com/ruoyi/info/collection/domain/dto/CcdiIntermediaryPersonAddDTO.java
  • Modify: ccdi-info-collection/src/main/java/com/ruoyi/info/collection/domain/dto/CcdiIntermediaryPersonEditDTO.java
  • Modify: ccdi-info-collection/src/main/java/com/ruoyi/info/collection/domain/dto/CcdiIntermediaryRelativeAddDTO.java
  • Modify: ccdi-info-collection/src/main/java/com/ruoyi/info/collection/domain/dto/CcdiIntermediaryRelativeEditDTO.java
  • Modify: ccdi-info-collection/src/main/java/com/ruoyi/info/collection/domain/vo/CcdiIntermediaryPersonDetailVO.java
  • Modify: ccdi-info-collection/src/main/java/com/ruoyi/info/collection/domain/vo/CcdiIntermediaryRelativeVO.java
  • Modify: ccdi-info-collection/src/main/java/com/ruoyi/info/collection/mapper/CcdiIntermediaryEnterpriseRelationMapper.java
  • Modify: ccdi-info-collection/src/main/resources/mapper/info/collection/CcdiIntermediaryEnterpriseRelationMapper.xml

测试

  • Modify: ccdi-info-collection/src/test/java/com/ruoyi/info/collection/service/CcdiIntermediaryServiceImplTest.java
  • Modify: ccdi-info-collection/src/test/java/com/ruoyi/info/collection/mapper/CcdiIntermediaryMapperTest.java
  • Modify: ccdi-info-collection/src/test/java/com/ruoyi/info/collection/controller/CcdiIntermediaryControllerTest.java
  • Create: ccdi-info-collection/src/test/java/com/ruoyi/info/collection/service/CcdiIntermediaryPersonImportServiceImplTest.java
  • Create: ccdi-info-collection/src/test/java/com/ruoyi/info/collection/service/CcdiIntermediaryEnterpriseRelationImportServiceImplTest.java

实施任务

Task 1: 编写迁移脚本并锁定实施窗口

Files:

  • Create: sql/migration/2026-04-20-migrate-intermediary-related-num-id-to-person-id.sql

  • Create: sql/migration/2026-04-20-fix-ccdi-person-sub-type-dict.sql

  • Reference: sql/migration/2026-04-17-fix-intermediary-person-sub-type-dict.sql

  • Reference: sql/dpc_intermediary_dict_data_20260129.sql

  • Step 1: 写迁移前校验 SQL

在迁移脚本头部先写校验查询，明确输出：

-- 1. 找不到对应本人 biz_id 的亲属
-- 2. 本人 person_id 为空的记录
-- 3. 迁移后同一中介本人下 related_num_id + person_id 冲突的记录
  • Step 2: 写正式迁移 SQL

将旧语义统一改为新语义：

UPDATE ccdi_biz_intermediary child
JOIN ccdi_biz_intermediary parent
  ON child.related_num_id = parent.biz_id
SET child.related_num_id = parent.person_id
WHERE child.person_sub_type <> '本人';
  • Step 3: 写 ccdi_person_sub_type 字典修正脚本

至少补齐：

本人 / 配偶 / 子女 / 父母 / 兄弟姐妹 / 其他

Expected: 模板下拉和后端校验使用同一字典源。

  • Step 4: 用 UTF-8 脚本执行 SQL 验证

Run:

bin/mysql_utf8_exec.sh sql/migration/2026-04-20-fix-ccdi-person-sub-type-dict.sql
bin/mysql_utf8_exec.sh sql/migration/2026-04-20-migrate-intermediary-related-num-id-to-person-id.sql

Expected: SQL 正常执行，无乱码，无唯一性冲突。

  • Step 5: 提交迁移脚本
git add sql/migration/2026-04-20-migrate-intermediary-related-num-id-to-person-id.sql sql/migration/2026-04-20-fix-ccdi-person-sub-type-dict.sql
git commit -m "新增中介导入迁移脚本"

Task 2: 切换中介模块内部主从语义

Files:

  • Modify: ccdi-info-collection/src/main/java/com/ruoyi/info/collection/domain/CcdiBizIntermediary.java

  • Modify: ccdi-info-collection/src/main/java/com/ruoyi/info/collection/service/ICcdiIntermediaryService.java

  • Modify: ccdi-info-collection/src/main/java/com/ruoyi/info/collection/service/impl/CcdiIntermediaryServiceImpl.java

  • Modify: ccdi-info-collection/src/main/resources/mapper/info/collection/CcdiIntermediaryMapper.xml

  • Modify: ccdi-info-collection/src/main/java/com/ruoyi/info/collection/domain/dto/CcdiIntermediaryRelativeAddDTO.java

  • Modify: ccdi-info-collection/src/main/java/com/ruoyi/info/collection/domain/dto/CcdiIntermediaryRelativeEditDTO.java

  • Test: ccdi-info-collection/src/test/java/com/ruoyi/info/collection/service/CcdiIntermediaryServiceImplTest.java

  • Test: ccdi-info-collection/src/test/java/com/ruoyi/info/collection/mapper/CcdiIntermediaryMapperTest.java

  • Step 1: 先写失败测试，覆盖亲属新语义

补测试场景：

// 1. 手工新增亲属时 related_num_id 写本人 person_id
// 2. 查询亲属列表按 parent.person_id 关联
// 3. 删除本人时按本人 person_id 级联删除亲属
// 4. 相同亲属 person_id 挂到不同本人时允许成功
  • Step 2: 调整服务层内部转换逻辑

关键改造点：

CcdiBizIntermediary owner = requireIntermediaryPerson(bizId);
relative.setRelatedNumId(owner.getPersonId());

以及：

wrapper.eq(CcdiBizIntermediary::getRelatedNumId, owner.getPersonId())
  • Step 3: 收敛唯一性校验

新增两个明确规则：

// 本人：personId 全表唯一
// 亲属：同一 relatedNumId + personId 唯一

Expected: 不再把亲属 personId 误当成全表唯一。

  • Step 4: 修改联合查询 SQL

把亲属联表条件改成：

ON child.related_num_id = parent.person_id

Expected: 统一列表在迁移后仍能查出亲属记录。

  • Step 5: 运行服务层与 Mapper 测试

Run:

mvn -pl ccdi-info-collection -am -Dtest=CcdiIntermediaryServiceImplTest,CcdiIntermediaryMapperTest test

Expected: 目标测试通过，新的主从语义断言成立。

  • Step 6: 提交语义切换代码
git add ccdi-info-collection/src/main/java/com/ruoyi/info/collection/domain/CcdiBizIntermediary.java ccdi-info-collection/src/main/java/com/ruoyi/info/collection/service/ICcdiIntermediaryService.java ccdi-info-collection/src/main/java/com/ruoyi/info/collection/service/impl/CcdiIntermediaryServiceImpl.java ccdi-info-collection/src/main/resources/mapper/info/collection/CcdiIntermediaryMapper.xml ccdi-info-collection/src/main/java/com/ruoyi/info/collection/domain/dto/CcdiIntermediaryRelativeAddDTO.java ccdi-info-collection/src/main/java/com/ruoyi/info/collection/domain/dto/CcdiIntermediaryRelativeEditDTO.java ccdi-info-collection/src/test/java/com/ruoyi/info/collection/service/CcdiIntermediaryServiceImplTest.java ccdi-info-collection/src/test/java/com/ruoyi/info/collection/mapper/CcdiIntermediaryMapperTest.java
git commit -m "调整中介亲属关联语义"

Task 3: 重构中介信息导入为“本人 + 亲属”混合导入

Files:

  • Modify: ccdi-info-collection/src/main/java/com/ruoyi/info/collection/domain/excel/CcdiIntermediaryPersonExcel.java

  • Modify: ccdi-info-collection/src/main/java/com/ruoyi/info/collection/domain/vo/IntermediaryPersonImportFailureVO.java

  • Modify: ccdi-info-collection/src/main/java/com/ruoyi/info/collection/service/ICcdiIntermediaryPersonImportService.java

  • Modify: ccdi-info-collection/src/main/java/com/ruoyi/info/collection/service/impl/CcdiIntermediaryPersonImportServiceImpl.java

  • Modify: ccdi-info-collection/src/main/java/com/ruoyi/info/collection/controller/CcdiIntermediaryController.java

  • Test: ccdi-info-collection/src/test/java/com/ruoyi/info/collection/service/CcdiIntermediaryPersonImportServiceImplTest.java

  • Test: ccdi-info-collection/src/test/java/com/ruoyi/info/collection/controller/CcdiIntermediaryControllerTest.java

  • Step 1: 先写导入失败测试

覆盖：

// 1. personSubType 使用字典下拉字段
// 2. personSubType=本人 且 relatedNumId 非空 -> 失败
// 3. personSubType!=本人 且 relatedNumId 为空 -> 失败
// 4. 亲属引用本次导入前面成功的本人 -> 成功
// 5. 同一亲属挂不同本人 -> 成功
// 6. 同一本人名下重复亲属 -> 失败
  • Step 2: 调整 Excel 模板实体

最小改动：

@DictDropdown(dictType = "ccdi_person_sub_type")
private String personSubType;

@ExcelProperty("关联中介本人证件号码")
private String relatedNumId;

同时删除：

private String relationType;
  • Step 3: 按“两阶段”重写导入实现

核心流程：

List<CcdiIntermediaryPersonExcel> owners = ...
List<CcdiIntermediaryPersonExcel> relatives = ...

// owners: personId 全表唯一
// relatives: relatedNumId + personId 唯一

Expected: 中介本人和亲属在一个文件中可混合导入。

  • Step 4: 统一失败记录字段

IntermediaryPersonImportFailureVO 只保留当前模板字段，不再暴露废弃的 relationType。

  • Step 5: 调整 Controller 返回文案与模板下载

Expected: 下载模板时 personSubType 下拉来源于 ccdi_person_sub_type，返回的失败记录字段与模板一致。

  • Step 6: 运行导入链路测试

Run:

mvn -pl ccdi-info-collection -am -Dtest=CcdiIntermediaryPersonImportServiceImplTest,CcdiIntermediaryControllerTest test

Expected: 混合导入与失败口径通过。

  • Step 7: 提交中介信息导入改造
git add ccdi-info-collection/src/main/java/com/ruoyi/info/collection/domain/excel/CcdiIntermediaryPersonExcel.java ccdi-info-collection/src/main/java/com/ruoyi/info/collection/domain/vo/IntermediaryPersonImportFailureVO.java ccdi-info-collection/src/main/java/com/ruoyi/info/collection/service/ICcdiIntermediaryPersonImportService.java ccdi-info-collection/src/main/java/com/ruoyi/info/collection/service/impl/CcdiIntermediaryPersonImportServiceImpl.java ccdi-info-collection/src/main/java/com/ruoyi/info/collection/controller/CcdiIntermediaryController.java ccdi-info-collection/src/test/java/com/ruoyi/info/collection/service/CcdiIntermediaryPersonImportServiceImplTest.java ccdi-info-collection/src/test/java/com/ruoyi/info/collection/controller/CcdiIntermediaryControllerTest.java
git commit -m "改造中介信息导入链路"

Task 4: 新增中介实体关联关系导入链路

Files:

  • Create: ccdi-info-collection/src/main/java/com/ruoyi/info/collection/domain/excel/CcdiIntermediaryEnterpriseRelationExcel.java

  • Create: ccdi-info-collection/src/main/java/com/ruoyi/info/collection/domain/vo/IntermediaryEnterpriseRelationImportFailureVO.java

  • Create: ccdi-info-collection/src/main/java/com/ruoyi/info/collection/service/ICcdiIntermediaryEnterpriseRelationImportService.java

  • Create: ccdi-info-collection/src/main/java/com/ruoyi/info/collection/service/impl/CcdiIntermediaryEnterpriseRelationImportServiceImpl.java

  • Modify: ccdi-info-collection/src/main/java/com/ruoyi/info/collection/controller/CcdiIntermediaryController.java

  • Modify: ccdi-info-collection/src/main/java/com/ruoyi/info/collection/service/impl/CcdiIntermediaryServiceImpl.java

  • Modify: ccdi-info-collection/src/main/resources/mapper/info/collection/CcdiIntermediaryEnterpriseRelationMapper.xml

  • Test: ccdi-info-collection/src/test/java/com/ruoyi/info/collection/service/CcdiIntermediaryEnterpriseRelationImportServiceImplTest.java

  • Test: ccdi-info-collection/src/test/java/com/ruoyi/info/collection/controller/CcdiIntermediaryControllerTest.java

  • Step 1: 先写关系导入测试

覆盖：

// 1. 中介本人证件号码不存在 -> 失败
// 2. socialCreditCode 不存在于机构表 -> 失败
// 3. 同一文件内相同 personId + socialCreditCode -> 失败
// 4. 数据库内已存在相同 intermediary_biz_id + socialCredit_code -> 失败
// 5. 正常导入成功并写入关系表
  • Step 2: 新建 Excel 与失败记录对象

字段固定为：

ownerPersonId
socialCreditCode
relationPersonPost
remark
  • Step 3: 新建异步导入服务

服务逻辑：

// 证件号码 -> 查本人 bizId
// 社会信用代码 -> 校验机构存在
// intermediaryBizId + socialCreditCode 唯一
  • Step 4: 补 Controller 接口

新增：

/importEnterpriseRelationTemplate
/importEnterpriseRelationData
/importEnterpriseRelationStatus/{taskId}
/importEnterpriseRelationFailures/{taskId}
  • Step 5: 运行关系导入测试

Run:

mvn -pl ccdi-info-collection -am -Dtest=CcdiIntermediaryEnterpriseRelationImportServiceImplTest,CcdiIntermediaryControllerTest test

Expected: 实体关联关系导入链路完整通过。

  • Step 6: 提交关系导入代码
git add ccdi-info-collection/src/main/java/com/ruoyi/info/collection/domain/excel/CcdiIntermediaryEnterpriseRelationExcel.java ccdi-info-collection/src/main/java/com/ruoyi/info/collection/domain/vo/IntermediaryEnterpriseRelationImportFailureVO.java ccdi-info-collection/src/main/java/com/ruoyi/info/collection/service/ICcdiIntermediaryEnterpriseRelationImportService.java ccdi-info-collection/src/main/java/com/ruoyi/info/collection/service/impl/CcdiIntermediaryEnterpriseRelationImportServiceImpl.java ccdi-info-collection/src/main/java/com/ruoyi/info/collection/controller/CcdiIntermediaryController.java ccdi-info-collection/src/main/java/com/ruoyi/info/collection/service/impl/CcdiIntermediaryServiceImpl.java ccdi-info-collection/src/main/resources/mapper/info/collection/CcdiIntermediaryEnterpriseRelationMapper.xml ccdi-info-collection/src/test/java/com/ruoyi/info/collection/service/CcdiIntermediaryEnterpriseRelationImportServiceImplTest.java ccdi-info-collection/src/test/java/com/ruoyi/info/collection/controller/CcdiIntermediaryControllerTest.java
git commit -m "新增中介实体关联关系导入"

Task 5: 做完整回归验证并更新文档

Files:

  • Modify: docs/design/2026-04-20-intermediary-import-refactor-design.md

  • Modify: docs/plans/backend/2026-04-20-intermediary-import-backend-implementation.md

  • Reference: bin/mysql_utf8_exec.sh

  • Step 1: 运行后端完整相关测试集合

Run:

mvn -pl ccdi-info-collection -am -Dtest=CcdiIntermediaryServiceImplTest,CcdiIntermediaryMapperTest,CcdiIntermediaryControllerTest,CcdiIntermediaryPersonImportServiceImplTest,CcdiIntermediaryEnterpriseRelationImportServiceImplTest test

Expected: 全部 PASS。

  • Step 2: 编译信息采集模块，确认没有遗漏编译错误

Run:

mvn -pl ccdi-info-collection -am clean compile

Expected: BUILD SUCCESS。

  • Step 3: 记录 SQL 执行与测试结果

在计划文档底部补：

- 实际执行的 SQL 脚本
- 实际执行的 Maven 命令
- PASS / FAIL 结果
  • Step 4: 提交文档回写
git add docs/design/2026-04-20-intermediary-import-refactor-design.md docs/plans/backend/2026-04-20-intermediary-import-backend-implementation.md
git commit -m "补充中介导入后端实施记录"

验证命令

bin/mysql_utf8_exec.sh sql/migration/2026-04-20-fix-ccdi-person-sub-type-dict.sql
bin/mysql_utf8_exec.sh sql/migration/2026-04-20-migrate-intermediary-related-num-id-to-person-id.sql
mvn -pl ccdi-info-collection -am -Dtest=CcdiIntermediaryServiceImplTest,CcdiIntermediaryMapperTest,CcdiIntermediaryControllerTest,CcdiIntermediaryPersonImportServiceImplTest,CcdiIntermediaryEnterpriseRelationImportServiceImplTest test
mvn -pl ccdi-info-collection -am clean compile

完成标准

  • related_num_id 已按“关联中介本人证件号码”完成迁移和代码切换
  • 手工新增亲属、查询亲属、删除本人级联删除全部与新语义一致
  • 中介信息导入支持本人和亲属混合导入
  • 同一亲属证件号允许关联多个不同中介本人
  • 中介实体关联关系导入独立可用，且只写关系表
  • relationType 已从导入链路中移除
  • personSubType 模板下拉已切换为 ccdi_person_sub_type
  • 后端测试与编译验证通过
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