0327-青田重要信息一览

CLAUDE.md

@@ -0,0 +1,141 @@
+# CLAUDE.md
+
+This file provides guidance to Claude Code (claude.ai/code) when working with code in this repository.
+
+## 项目概述
+
+这是一个基于若依框架（RuoYi v3.8.8）的全栈银行客户关系管理系统，扩展了自定义业务逻辑，用于客户关系管理、基于网格的片区管理和移动端办公支持。
+
+**技术栈：**
+- **后端**：Spring Boot 2.5.14、Java 1.8、Maven 多模块项目
+- **前端**：Vue 2.6 + Vant UI（移动端 H5 应用）
+- **数据库**：MySQL + MyBatis Plus ORM
+- **缓存**：Redis + JWT 认证
+- **API 文档**：Swagger 3.0
+
+## 构建与运行命令
+
+### 后端（Maven）
+```bash
+# 构建整个项目（跳过测试）
+mvn clean package -Dmaven.test.skip=true
+
+# 或使用便捷脚本：
+bin/package.bat    # 构建
+bin/run.bat        # 运行（启动 RuoYiApplication）
+bin/clean.bat      # 清理构建产物
+```
+
+构建后的可执行 JAR 位于 `ruoyi-admin/target/ruoyi-admin.jar`。
+
+### 前端（Vue H5）
+```bash
+cd szzh-h5
+npm install        # 安装依赖
+npm run serve      # 开发服务器（dev 模式）
+npm run build      # 生产环境构建
+npm run build:dev  # 开发环境构建
+```
+
+## 架构
+
+### Maven 模块结构
+```
+ruoyi/                    # 父 POM
+├── ruoyi-admin/          # 主应用入口（RuoYiApplication）
+├── ruoyi-framework/      # 框架核心（安全、配置、拦截器）
+├── ruoyi-system/         # 系统管理（用户、角色、部门、菜单）
+├── ruoyi-common/         # 通用工具类和基类
+├── ruoyi-quartz/         # 定时任务支持
+├── ruoyi-generator/      # 代码生成工具
+└── ibs/                  # 自定义业务逻辑模块
+```
+
+### IBS 业务模块（`ibs/src/main/java/com/ruoyi/ibs`）
+核心业务域包含以下子模块：
+
+| 模块 | 功能说明 |
+|------|---------|
+| `app` | 企业微信（QYWeiXin）集成、认证 |
+| `audio` | 音频录制和处理 |
+| `cmpm` | 客户经理关系管理（移交、认领、调整） |
+| `custmap` | 客户地图可视化和收藏位置 |
+| `customerselect` | 客户筛选和基于 CSV 标签的选择 |
+| `dashboard` | 仪表盘数据、营销活动、通知 |
+| `datavisual` | 拜访轨迹和区域数据可视化 |
+| `draw` | 地图绘制图层及审核工作流 |
+| `grid` | 地理网格管理、虚拟网格、地址解析 |
+| `list` | 客户列表（零售、商户）、家庭成员、营销活动 |
+| `qxhy` | 第三方集成（清香和一） |
+| `rules` | 业务关系规则引擎 |
+| `tabs` | 客户详情标签页和列表信息 |
+| `task` | 拜访任务、预约、工作记录、反馈 |
+
+### 前端结构（`szzh-h5/src`）
+```
+views/
+├── cart/           # 购物车功能
+├── category/       # 分类管理
+├── customer/       # 客户视图
+├── dashboard/      # 仪表盘视图
+├── grid/           # 网格管理视图
+├── login/          # 认证登录
+├── map/            # 地图功能
+├── visitingTask/   # 拜访任务管理
+└── workBench/      # 工作台视图
+```
+
+## 关键配置
+
+### 环境配置文件
+- `application.yml` - 基础配置
+- `application-dev.yml` - 开发环境
+- `application-pre.yml` - 预生产环境
+- `application-uat.yml` - UAT 环境
+- `application-pro.yml` - 生产环境
+
+### 重要路径
+- MyBatis Mapper 文件：`ibs/src/main/resources/mapper/**/*.xml`
+- 类型处理器：`com.ruoyi.ibs.handler`
+- 上传路径（Windows）：`D:/ruoyi/files/`
+- 上传路径（Linux）：`/home/webapp/ruoyi/files/`
+
+## 代码规范
+
+### 后端包结构（每个模块）
+```
+com.ruoyi.ibs.{module}/
+├── controller/      # REST 接口
+├── domain/
+│   ├── entity/      # 数据库实体（@TableName）
+│   ├── dto/         # 请求 DTO
+│   └── vo/          # 响应 VO
+├── mapper/          # MyBatis Mapper
+└── service/
+    ├── I{Xxx}Service       # 接口
+    └── impl/
+        └── {Xxx}ServiceImpl # 实现
+```
+
+### 命名规范
+- Controller 以 `Controller` 结尾
+- Service 接口以 `I` 开头（如 `IGridService`）
+- Service 实现以 `ServiceImpl` 结尾
+- DTO 以 `DTO` 结尾（数据传输对象）
+- VO 以 `VO` 结尾（视图对象）
+- 实体类使用 `@TableName` 注解映射表名
+
+## 认证与安全
+
+- 基于 JWT 的认证，可配置令牌过期时间（默认 3000 分钟）
+- Token 请求头：`Authorization`
+- Spring Security 实现基于角色的访问控制
+- 在 `/system/*`、`/monitor/*`、`/tool/*` 路径启用 XSS 过滤
+
+## 开发注意事项
+
+- 热部署默认禁用（`spring.devtools.restart.enabled: false`）
+- `com.ruoyi` 包的日志级别为 `debug`
+- 使用 Druid 连接池
+- PageHelper 配置为 MySQL 分页方言
+- 主应用入口：`ruoyi-admin/src/main/java/com/ruoyi/RuoYiApplication.java`

ibs/src/main/java/com/ruoyi/ibs/list/domain/CustInfoRetailVo.java

@@ -49,6 +49,17 @@ public class CustInfoRetailVo
     //催收任务详情--青田
     private List<Map<String, Object>> taskDetail;
 
+    //重要信息一览贷款信息列表--青田
+    private List<ImportantInfoLoan932> importantInfoLoan932List;
+
+    public List<ImportantInfoLoan932> getImportantInfoLoan932List() {
+        return importantInfoLoan932List;
+    }
+
+    public void setImportantInfoLoan932List(List<ImportantInfoLoan932> importantInfoLoan932List) {
+        this.importantInfoLoan932List = importantInfoLoan932List;
+    }
+
     public List<Map<String, Object>> getTaskDetail() {
         return taskDetail;
     }

ibs/src/main/java/com/ruoyi/ibs/list/domain/ImportantInfoLoan932.java

@@ -0,0 +1,32 @@
+package com.ruoyi.ibs.list.domain;
+
+import lombok.Data;
+
+/**
+ * 青田 932 重要信息一览-个人贷款信息
+ */
+@Data
+public class ImportantInfoLoan932 {
+
+    private String custId;
+
+    private String custIsn;
+
+    private String contractNo;
+
+    private String conStartDt;
+
+    private String conEndDt;
+
+    private String loanBal;
+
+    private String loanRate;
+
+    private String assureWay;
+
+    private String loanPurpose;
+
+    private String orgCode;
+
+    private String dataDate;
+}

ibs/src/main/java/com/ruoyi/ibs/list/mapper/ImportantInfoLoan932Mapper.java

@@ -0,0 +1,11 @@
+package com.ruoyi.ibs.list.mapper;
+
+import com.ruoyi.ibs.list.domain.ImportantInfoLoan932;
+import org.apache.ibatis.annotations.Param;
+
+import java.util.List;
+
+public interface ImportantInfoLoan932Mapper {
+
+    List<ImportantInfoLoan932> selectByCustId(@Param("custId") String custId);
+}

ibs/src/main/java/com/ruoyi/ibs/list/service/impl/CustInfoRetailServiceImpl.java

@@ -64,6 +64,8 @@ public class CustInfoRetailServiceImpl implements ICustInfoRetailService {
     private AnchorMapper anchorMapper;
     @Autowired
     private DashboardService dashboardService;
+    @Autowired
+    private ImportantInfoLoan932Mapper importantInfoLoan932Mapper;
 
     /**
      * 查询对私客户信息
@@ -147,9 +149,12 @@ public class CustInfoRetailServiceImpl implements ICustInfoRetailService {
         if (SecurityUtils.getHeadId().equals("932")){
             CommonRespVO taskDetail = dashboardService.getTaskDetail(custId);
             custInfoRetailVo.setTaskDetail(taskDetail.getData());
+            List<ImportantInfoLoan932> loanInfoList = importantInfoLoan932Mapper.selectByCustId(custId);
+            custInfoRetailVo.setImportantInfoLoan932List(loanInfoList);
         }
         return custInfoRetailVo;
     }
+
     public List<CmpmUserList> getCmpmUserList(String custId){
         String roleName = userRole();
         List<CmpmUserList> list = new ArrayList<>();

ibs/src/main/java/com/ruoyi/ibs/task/service/impl/WorkRecordServiceImpl.java

@@ -53,8 +53,6 @@ public class WorkRecordServiceImpl implements WorkRecordService {
     @Resource
     private RedisCache redisCache;
 
-    private final static String alterTypeRedisKey = "work:alter_types_count_";
-
     /**
      * 查询我的工作清单
      * 
@@ -201,22 +199,11 @@ public class WorkRecordServiceImpl implements WorkRecordService {
 
     /**
      * 获取预警类型及各类型预警数量
-     * 每天首次查询存储到redis里，后面都从redis读取
+     * 每次直接查询数据库，不使用缓存
      */
     @Override
     public List<WarnInfoVO> getAlterTypes() {
         String headId = SecurityUtils.getHeadId();
-        String username = SecurityUtils.getUsername();
-        String redisKey = alterTypeRedisKey + username;
-
-        // 先从 redis 获取缓存
-        if (redisCache.hasKey(redisKey)) {
-            List<WarnInfoVO> cachedList = redisCache.getCacheObject(redisKey);
-            if (cachedList != null && !cachedList.isEmpty()) {
-                log.debug("从 redis 获取预警类型缓存, username: {}", username);
-                return cachedList;
-            }
-        }
 
         // 先查询预警类型列表
         List<String> alterTypes = workRecordMapper.selectAlterTypesByHeadId(headId);
@@ -231,10 +218,6 @@ public class WorkRecordServiceImpl implements WorkRecordService {
             return warnInfoVO;
         }).collect(Collectors.toList());
 
-        // 存入 redis，过期时间到当天结束
-        redisCache.setCacheObjectToEndDay(redisKey, resultList);
-        log.debug("预警类型数据已存入 redis, username: {}, 数量: {}", username, resultList.size());
-
         return resultList;
     }
 

ibs/src/main/resources/mapper/WorkRecordMapper.xml

@@ -161,6 +161,7 @@ PUBLIC "-//mybatis.org//DTD Mapper 3.0//EN"
         from work_record
         <where>
             is_alter = 1
+            and read_time is null
             and user_name= #{username}
             <if test="status != null and status != ''">
                 and status = #{status}

ibs/src/main/resources/mapper/list/ImportantInfoLoan932Mapper.xml

@@ -0,0 +1,38 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<!DOCTYPE mapper
+        PUBLIC "-//mybatis.org//DTD Mapper 3.0//EN"
+        "http://mybatis.org/dtd/mybatis-3-mapper.dtd">
+<mapper namespace="com.ruoyi.ibs.list.mapper.ImportantInfoLoan932Mapper">
+
+    <resultMap id="ImportantInfoLoan932Result" type="com.ruoyi.ibs.list.domain.ImportantInfoLoan932">
+        <result property="custId" column="cust_id"/>
+        <result property="custIsn" column="cust_isn"/>
+        <result property="contractNo" column="contract_no"/>
+        <result property="conStartDt" column="con_start_dt"/>
+        <result property="conEndDt" column="con_end_dt"/>
+        <result property="loanBal" column="loan_bal"/>
+        <result property="loanRate" column="loan_rate"/>
+        <result property="assureWay" column="assure_way"/>
+        <result property="loanPurpose" column="loan_purpose"/>
+        <result property="orgCode" column="org_code"/>
+        <result property="dataDate" column="data_date"/>
+    </resultMap>
+
+    <select id="selectByCustId" resultMap="ImportantInfoLoan932Result">
+        select cust_id,
+               cust_isn,
+               contract_no,
+               con_start_dt,
+               con_end_dt,
+               loan_bal,
+               loan_rate,
+               assure_way,
+               loan_purpose,
+               org_code,
+               data_date
+        from important_info_list_for_loan_932
+        where cust_id = #{custId}
+        order by data_date desc, contract_no desc
+    </select>
+
+</mapper>

ruoyi-admin/src/main/resources/application-dev.yml

@@ -80,7 +80,7 @@ spring:
     # 地址
     host: 116.62.17.81
     # 端口，默认为6379
-    port: 6380
+    port: 6379
     # 数据库索引
     database: 0
     # 密码

szzh-h5/src/views/customer/customePersonDetail.vue

@@ -22,36 +22,6 @@
                     </div>
                 </div>
             </div>
-            <div class="home_main" v-if="showcard">
-                <div class="wrappernew">
-                    <div class="wrapper_view">
-                        <div class="view_item">
-                            <div class="view_item_left">年龄</div>
-                            <div class="view_item_right">{{ baseInfo.custAge }}</div>
-                        </div>
-                        <div class="view_item">
-                            <div class="view_item_left">婚姻状况</div>
-                            <div class="view_item_right">{{ baseInfo.isMarried }}</div>
-                        </div>
-                        <div class="view_item">
-                            <div class="view_item_left">年收入</div>
-                            <div class="view_item_right">{{ baseInfo.custSalary }}</div>
-                        </div>
-                        <div class="view_item">
-                            <div class="view_item_left">资产情况</div>
-                            <div class="view_item_right">{{ baseInfo.asset }}</div>
-                        </div>
-                        <div class="view_item">
-                            <div class="view_item_left">信用状况</div>
-                            <div class="view_item_right">{{ baseInfo.credit }}</div>
-                        </div>
-                        <div class="view_item">
-                            <div class="view_item_left">行业名称</div>
-                            <div class="view_item_right">{{ initIndustryBusiStr(baseInfo.belongBusi) }}</div>
-                        </div>
-                    </div>
-                </div>
-            </div>
             <div class="home_main">
                 <!-- <div class="home_main_item" v-for="(item, index) in dhList" @click="handleClickItem(item)">
                     <div class="main_left">
@@ -61,6 +31,9 @@
                     <van-icon name="arrow" class="next_icon"></van-icon>
                 </div> -->
                 <van-collapse v-model="activeNames" accordion>
+                    <van-collapse-item key="重要信息一览" title="重要信息一览" name="重要信息一览" v-if="showImportantInfo">
+                        <speticaltag :dataSource="importantInfoList" type="special" />
+                    </van-collapse-item>
                     <van-collapse-item v-for="(item, index) in dhList" :key="index" :title="item.title"
                         :name="item.title">
                         <indexcharts v-if="activeNames == '个人基本信息' && item.title == '个人基本信息'"></indexcharts>
@@ -81,16 +54,8 @@
                     <van-collapse-item key="特色客户标签" title="特色客户标签" name="特色客户标签" v-if="showTag">
                         <speticaltag :custIdc="baseInfo.custIdc" />
                     </van-collapse-item>
-                    <van-collapse-item 
+                    <van-collapse-item key="催收信息" title="催收信息" name="催收信息" v-if="showTaskDetail">
-                        key="催收信息" 
+                        <speticaltag :dataSource="taskDetail" type="special" />
-                        title="催收信息" 
-                        name="催收信息" 
-                        v-if="['932'].includes(orgNum)"
-                    >
-                        <speticaltag  
-                            :dataSource="taskDetail" 
-                            type="special"
-                        />
                     </van-collapse-item>
                 </van-collapse>
             </div>
@@ -143,7 +108,8 @@ export default {
             value: '',
             showPicker: false,
             columns: [1, 2, 23, 4, 5],
-            baseInfo:{},
+            baseInfo: {},
+            importantInfoList: [],
             taskDetail: [],
             industryOptions: []
         }
@@ -182,11 +148,14 @@ export default {
         },
         orgNum() {
             const { deptId = '' } = this.userInfo
-            const str = String(deptId).substring(0,3)
+            const str = String(deptId).substring(0, 3)
             return str
         },
-        showcard() {
+        showImportantInfo() {
-            return this.userInfo.userName.startsWith('932')
+            return this.orgNum === '932'
+        },
+        showTaskDetail() {
+            return this.orgNum === '932'
         }
     },
     methods: {
@@ -197,29 +166,9 @@ export default {
             let custId = sessionStorage.getItem('custId')
             getPersonInfo(custId).then(res => {
                 if (res.code == 200) {
-                    this.baseInfo = res.data.custInfoRetail
+                    this.baseInfo = res.data.custInfoRetail || {}
-                    if (res.data.taskDetail.length > 0) {
+                    this.importantInfoList = this.buildImportantInfoList(this.baseInfo, res.data.importantInfoLoan932List || [])
-                        const taskDetail = res.data.taskDetail[0] || {}
+                    this.taskDetail = this.formatTaskDetail(res.data.taskDetail || [])
-                        for (let i in taskDetail) {
-                            if (i !== 'info') {
-                                this.taskDetail.push({
-                                    value: i,
-                                    label: taskDetail[i],
-                                    isImage: i === '照片存放地址'
-                                })
-                            } else {
-                                for (let j in taskDetail.info) {
-                                    this.taskDetail.push({
-                                        value: j,
-                                        label: taskDetail.info[j],
-                                        isImage: j === '照片存放地址'
-                                    })
-                                }
-                            }
-                        }
-                    } else {
-                        this.taskDetail = []
-                    }
                 }
             })
         },
@@ -237,6 +186,7 @@ export default {
                     }
                 }
             }
+            return data || ''
         },
         initIndustryTree() {
             getIndustryTree().then((res) => {
@@ -275,6 +225,58 @@ export default {
                 this.init();
             });
         },
+        buildImportantInfoList(baseInfo, loanInfoList) {
+            const result = [
+                { value: '年龄', label: baseInfo.custAge || '' },
+                { value: '婚姻状况', label: baseInfo.isMarried || '' },
+                { value: '年收入', label: baseInfo.custSalary || '' },
+                { value: '资产情况', label: baseInfo.asset || '' },
+                { value: '信用状况', label: baseInfo.credit || '' },
+                { value: '行业名称', label: this.initIndustryBusiStr(baseInfo.belongBusi) }
+            ]
+            loanInfoList.forEach((loanInfo, index) => {
+                result.push({ value: `贷款信息${index + 1}`, label: '', isSection: true })
+                result.push(
+                    { value: '客户号', label: loanInfo.custId || '' },
+                    { value: '客户内码', label: loanInfo.custIsn || '' },
+                    { value: '合同号', label: loanInfo.contractNo || '' },
+                    { value: '合同起始日', label: loanInfo.conStartDt || '' },
+                    { value: '合同终止日', label: loanInfo.conEndDt || '' },
+                    { value: '贷款余额', label: loanInfo.loanBal || '' },
+                    { value: '贷款利率', label: loanInfo.loanRate || '' },
+                    { value: '担保方式', label: loanInfo.assureWay || '' },
+                    { value: '贷款用途', label: loanInfo.loanPurpose || '' },
+                    { value: '归属支行', label: loanInfo.orgCode || '' },
+                    { value: '数据日期', label: loanInfo.dataDate || '' }
+                )
+            })
+            return result
+        },
+        formatTaskDetail(taskSource) {
+            if (!taskSource.length) {
+                return []
+            }
+            const taskDetail = taskSource[0] || {}
+            const result = []
+            for (let i in taskDetail) {
+                if (i !== 'info') {
+                    result.push({
+                        value: i,
+                        label: taskDetail[i],
+                        isImage: i === '照片存放地址'
+                    })
+                } else if (taskDetail.info) {
+                    for (let j in taskDetail.info) {
+                        result.push({
+                            value: j,
+                            label: taskDetail.info[j],
+                            isImage: j === '照片存放地址'
+                        })
+                    }
+                }
+            }
+            return result
+        },
         handleClickItem(item) {
             if (item.title == "个人基本信息") {
                 sessionStorage.setItem('detailType', item.title);
@@ -316,31 +318,6 @@ export default {
     padding-bottom: 60px;
 }
 
-.wrappernew {
-    // padding-top: 46px;
-    font-size: 14px;
-    background-color: #fff;
-
-    .view_item {
-        display: flex;
-        justify-content: space-between;
-        line-height: 40px;
-        font-size: 14px;
-        border-bottom: 1px solid rgba(245, 245, 245, 1);
-        padding: 0 20px;
-    }
-
-    .view_item_left {
-        width: 40%;
-        color: rgb(22, 13, 13);
-    }
-
-    .view_item_right {
-        width: 60%;
-        color: rgb(22, 13, 13);
-    }
-}
-
 .wrapper_top {
     background-color: #fff;
     padding: 15px 20px;

szzh-h5/src/views/details/speticalTag.vue

@@ -2,10 +2,13 @@
   <div class="detail_main">
     <div class="wrapper">
       <div class="wrapper_view">
-        <div class="view_item" v-for="item in baseInfo" :key="item.value">
+        <div v-for="(item, index) in baseInfo" :key="`${item.value}-${index}`">
+          <div class="section_item" v-if="item.isSection">{{ item.value }}</div>
+          <div class="view_item" v-else>
           <div class="view_item_left">{{ item.value }}</div>
           <van-image class="view_item_image" v-if="item.isImage" :src="item.label"></van-image>
           <div class="view_item_right" v-else>{{ item.label }}</div>
+          </div>
         </div>
       </div>
     </div>
@@ -81,6 +84,14 @@ export default {
   padding: 0 20px;
 }
 
+.section_item {
+  padding: 12px 20px 8px;
+  font-size: 13px;
+  font-weight: 600;
+  color: #333;
+  background-color: #f7f8fa;
+}
+
 .view_item_left {
 //   width: 40%;
   color: #7c7c7c;