From 59e05e85b16e077f6ba2899218f32e1987bffc71 Mon Sep 17 00:00:00 2001
From: =?UTF-8?q?=E6=9D=A8=E4=B9=90=E8=A8=80?= <leyan930401@163.com>
Date: Wed, 25 Mar 2026 14:14:32 +0800
Subject: [PATCH] =?UTF-8?q?0325-=E5=8C=97=E4=BB=91=EF=BC=9A=E5=AE=A2?=
 =?UTF-8?q?=E7=BE=A4=E4=BF=AE=E6=94=B9+pad=E8=B5=B0=E8=AE=BF?=
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

---
 .../group/domain/dto/CustGroupQueryDTO.java   |   8 +-
 .../ruoyi/group/mapper/CustGroupMapper.java   |  22 +-
 .../group/service/ICustGroupService.java      |   9 +-
 .../impl/CustGroupMemberServiceImpl.java      |   5 +
 .../service/impl/CustGroupServiceImpl.java    |  14 +-
 .../mapper/group/CustGroupMapper.xml          |  48 +++-
 .../com/ruoyi/ibs/list/domain/VisitInfo.java  |  36 +++
 .../ruoyi/ibs/list/domain/VisitInfoDTO.java   |   4 +
 .../ruoyi/ibs/list/domain/VisitInfoVO.java    |  36 +++
 .../mapper/list/SysCampaignMapper.xml         |  19 +-
 pom.xml                                       |   7 +
 ruoyi-quartz/pom.xml                          |   4 +
 .../java/com/ruoyi/quartz/task/RyTask.java    |  12 +
 .../service/impl/SysDeptServiceImpl.java      |   9 +-
 .../src/views/grid/charts/customer/index.vue  |   8 +-
 ruoyi-ui/src/views/group/custGroup/index.vue  | 247 ++++++++++++++----
 .../views/taskManage/PADvisitRecord/index.vue | 130 +++++----
 17 files changed, 492 insertions(+), 126 deletions(-)

diff --git a/ibs-group/src/main/java/com/ruoyi/group/domain/dto/CustGroupQueryDTO.java b/ibs-group/src/main/java/com/ruoyi/group/domain/dto/CustGroupQueryDTO.java
index 8cd9afb..8cda0c9 100644
--- a/ibs-group/src/main/java/com/ruoyi/group/domain/dto/CustGroupQueryDTO.java
+++ b/ibs-group/src/main/java/com/ruoyi/group/domain/dto/CustGroupQueryDTO.java
@@ -39,6 +39,12 @@ public class CustGroupQueryDTO implements Serializable {
     @ApiModelProperty(value = "客群状态", name = "groupStatus")
     private String groupStatus;
 
+    /**
+     * 视图类型：mine=我创建的，sharedToMe=下发给我的
+     */
+    @ApiModelProperty(value = "视图类型", name = "viewType")
+    private String viewType;
+
     /**
      * 页码
      */
@@ -50,4 +56,4 @@ public class CustGroupQueryDTO implements Serializable {
      */
     @ApiModelProperty(value = "每页大小", name = "pageSize")
     private Integer pageSize = 10;
-}
\ No newline at end of file
+}
diff --git a/ibs-group/src/main/java/com/ruoyi/group/mapper/CustGroupMapper.java b/ibs-group/src/main/java/com/ruoyi/group/mapper/CustGroupMapper.java
index 25920af..5023f9c 100644
--- a/ibs-group/src/main/java/com/ruoyi/group/mapper/CustGroupMapper.java
+++ b/ibs-group/src/main/java/com/ruoyi/group/mapper/CustGroupMapper.java
@@ -32,7 +32,9 @@ public interface CustGroupMapper extends BaseMapper<CustGroup> {
      * @param dto 查询条件
      * @return 客群VO列表
      */
-    List<CustGroupVO> selectCustGroupList(@Param("dto") CustGroupQueryDTO dto);
+    List<CustGroupVO> selectCustGroupList(@Param("dto") CustGroupQueryDTO dto,
+                                          @Param("userName") String userName,
+                                          @Param("deptId") String deptId);
 
     /**
      * 根据ID查询客群详情
@@ -40,5 +42,19 @@ public interface CustGroupMapper extends BaseMapper<CustGroup> {
      * @param id 客群ID
      * @return 客群VO
      */
-    CustGroupVO selectCustGroupById(@Param("id") Long id);
-}
\ No newline at end of file
+    CustGroupVO selectCustGroupById(@Param("id") Long id,
+                                    @Param("userName") String userName,
+                                    @Param("deptId") String deptId);
+
+    /**
+     * 校验当前用户是否有客群查看权限
+     *
+     * @param id 客群ID
+     * @param userName 当前用户名
+     * @param deptId 当前部门ID
+     * @return 可查看数量
+     */
+    Long countVisibleCustGroup(@Param("id") Long id,
+                               @Param("userName") String userName,
+                               @Param("deptId") String deptId);
+}
diff --git a/ibs-group/src/main/java/com/ruoyi/group/service/ICustGroupService.java b/ibs-group/src/main/java/com/ruoyi/group/service/ICustGroupService.java
index 9a73df6..b0cb593 100644
--- a/ibs-group/src/main/java/com/ruoyi/group/service/ICustGroupService.java
+++ b/ibs-group/src/main/java/com/ruoyi/group/service/ICustGroupService.java
@@ -31,6 +31,13 @@ public interface ICustGroupService {
      */
     CustGroupVO getCustGroup(Long id);
 
+    /**
+     * 校验当前用户是否有客群查看权限
+     *
+     * @param id 客群ID
+     */
+    void checkCustGroupViewPermission(Long id);
+
     /**
      * 异步创建客群（模板导入）
      *
@@ -100,4 +107,4 @@ public interface ICustGroupService {
      */
     void checkAndDisableExpiredGroups();
 
-}
\ No newline at end of file
+}
diff --git a/ibs-group/src/main/java/com/ruoyi/group/service/impl/CustGroupMemberServiceImpl.java b/ibs-group/src/main/java/com/ruoyi/group/service/impl/CustGroupMemberServiceImpl.java
index 031a700..5a3aff0 100644
--- a/ibs-group/src/main/java/com/ruoyi/group/service/impl/CustGroupMemberServiceImpl.java
+++ b/ibs-group/src/main/java/com/ruoyi/group/service/impl/CustGroupMemberServiceImpl.java
@@ -6,6 +6,7 @@ import com.ruoyi.group.domain.entity.CustGroupMember;
 import com.ruoyi.group.domain.vo.CustGroupMemberVO;
 import com.ruoyi.group.mapper.CustGroupMapper;
 import com.ruoyi.group.mapper.CustGroupMemberMapper;
+import com.ruoyi.group.service.ICustGroupService;
 import com.ruoyi.group.service.ICustGroupMemberService;
 import org.springframework.stereotype.Service;
 import org.springframework.transaction.annotation.Transactional;
@@ -27,8 +28,12 @@ public class CustGroupMemberServiceImpl implements ICustGroupMemberService {
     @Resource
     private CustGroupMapper custGroupMapper;
 
+    @Resource
+    private ICustGroupService custGroupService;
+
     @Override
     public List<CustGroupMemberVO> listCustGroupMembers(Long groupId, CustGroupMemberQueryDTO dto) {
+        custGroupService.checkCustGroupViewPermission(groupId);
         return custGroupMemberMapper.selectCustGroupMemberList(groupId, dto);
     }
 
diff --git a/ibs-group/src/main/java/com/ruoyi/group/service/impl/CustGroupServiceImpl.java b/ibs-group/src/main/java/com/ruoyi/group/service/impl/CustGroupServiceImpl.java
index a0e8804..0ba910f 100644
--- a/ibs-group/src/main/java/com/ruoyi/group/service/impl/CustGroupServiceImpl.java
+++ b/ibs-group/src/main/java/com/ruoyi/group/service/impl/CustGroupServiceImpl.java
@@ -66,18 +66,26 @@ public class CustGroupServiceImpl implements ICustGroupService {
 
     @Override
     public List<CustGroupVO> listCustGroup(CustGroupQueryDTO dto) {
-        return custGroupMapper.selectCustGroupList(dto);
+        return custGroupMapper.selectCustGroupList(dto, SecurityUtils.getUsername(), String.valueOf(SecurityUtils.getDeptId()));
     }
 
     @Override
     public CustGroupVO getCustGroup(Long id) {
-        CustGroupVO custGroup = custGroupMapper.selectCustGroupById(id);
+        CustGroupVO custGroup = custGroupMapper.selectCustGroupById(id, SecurityUtils.getUsername(), String.valueOf(SecurityUtils.getDeptId()));
         if (custGroup == null) {
             throw new ServiceException("客群不存在");
         }
         return custGroup;
     }
 
+    @Override
+    public void checkCustGroupViewPermission(Long id) {
+        Long count = custGroupMapper.countVisibleCustGroup(id, SecurityUtils.getUsername(), String.valueOf(SecurityUtils.getDeptId()));
+        if (count == null || count <= 0) {
+            throw new ServiceException("客群不存在或无查看权限");
+        }
+    }
+
     @Override
     @Transactional(rollbackFor = Exception.class)
     public String createCustGroupByTemplate(CustGroup custGroup, MultipartFile file) {
@@ -914,4 +922,4 @@ public class CustGroupServiceImpl implements ICustGroupService {
         }
         return memberList;
     }
-}
\ No newline at end of file
+}
diff --git a/ibs-group/src/main/resources/mapper/group/CustGroupMapper.xml b/ibs-group/src/main/resources/mapper/group/CustGroupMapper.xml
index 3b78e5d..8b55004 100644
--- a/ibs-group/src/main/resources/mapper/group/CustGroupMapper.xml
+++ b/ibs-group/src/main/resources/mapper/group/CustGroupMapper.xml
@@ -4,6 +4,37 @@
         "http://mybatis.org/dtd/mybatis-3-mapper.dtd">
 <mapper namespace="com.ruoyi.group.mapper.CustGroupMapper">
 
+    <sql id="custGroupVisibleBaseCondition">
+        AND (
+            cg.user_name = #{userName}
+            OR (
+                cg.share_enabled = 1
+                AND cg.group_status = '0'
+                AND cg.share_dept_ids IS NOT NULL
+                AND cg.share_dept_ids != ''
+                AND find_in_set(#{deptId}, cg.share_dept_ids)
+            )
+        )
+    </sql>
+
+    <sql id="custGroupVisibleCondition">
+        <choose>
+            <when test="dto != null and dto.viewType == 'mine'">
+                AND cg.user_name = #{userName}
+            </when>
+            <when test="dto != null and dto.viewType == 'sharedToMe'">
+                AND cg.share_enabled = 1
+                AND cg.group_status = '0'
+                AND cg.share_dept_ids IS NOT NULL
+                AND cg.share_dept_ids != ''
+                AND find_in_set(#{deptId}, cg.share_dept_ids)
+            </when>
+            <otherwise>
+                <include refid="custGroupVisibleBaseCondition"/>
+            </otherwise>
+        </choose>
+    </sql>
+
     <select id="selectCustGroupList" resultType="CustGroupVO">
         SELECT
             cg.id,
@@ -26,7 +57,8 @@
         FROM ibs_cust_group cg
         <where>
             cg.del_flag = '0'
-            and create_status = '1'
+            AND cg.create_status = '1'
+            <include refid="custGroupVisibleCondition"/>
             <if test="dto.groupName != null and dto.groupName != ''">
                 AND cg.group_name LIKE CONCAT('%', #{dto.groupName}, '%')
             </if>
@@ -69,7 +101,19 @@
             cg.draw_grid_ids,
             (SELECT COUNT(*) FROM ibs_cust_group_member cgm WHERE cgm.group_id = cg.id AND cgm.del_flag = '0') AS cust_count
         FROM ibs_cust_group cg
-        WHERE cg.id = #{id} AND cg.del_flag = '0'
+        WHERE cg.id = #{id}
+          AND cg.del_flag = '0'
+          AND cg.create_status = '1'
+          <include refid="custGroupVisibleBaseCondition"/>
+    </select>
+
+    <select id="countVisibleCustGroup" resultType="java.lang.Long">
+        SELECT COUNT(1)
+        FROM ibs_cust_group cg
+        WHERE cg.id = #{id}
+          AND cg.del_flag = '0'
+          AND cg.create_status = '1'
+          <include refid="custGroupVisibleBaseCondition"/>
     </select>
 
 </mapper>
diff --git a/ibs/src/main/java/com/ruoyi/ibs/list/domain/VisitInfo.java b/ibs/src/main/java/com/ruoyi/ibs/list/domain/VisitInfo.java
index ce6a62f..1210321 100644
--- a/ibs/src/main/java/com/ruoyi/ibs/list/domain/VisitInfo.java
+++ b/ibs/src/main/java/com/ruoyi/ibs/list/domain/VisitInfo.java
@@ -117,4 +117,40 @@ public class VisitInfo {
     @ApiModelProperty(value = "走访备注")
     private String remark;
 
+    @ApiModelProperty(value = "互动地址")
+    private String interAddr;
+
+    @ApiModelProperty(value = "协同员工名称")
+    private String colStafName;
+
+    @ApiModelProperty(value = "后续备注")
+    private String laterNote;
+
+    @ApiModelProperty(value = "意向产品值")
+    private String intentionProductValue;
+
+    @ApiModelProperty(value = "反馈状态")
+    private String feedbackStatus;
+
+    @ApiModelProperty(value = "走访来源")
+    private String sourceOfInterview;
+
+    @ApiModelProperty(value = "文件名")
+    private String filename;
+
+    @ApiModelProperty(value = "外呼状态")
+    private String outCallStatus;
+
+    @ApiModelProperty(value = "外呼意向")
+    private String outCallIntention;
+
+    @ApiModelProperty(value = "来源")
+    private String source;
+
+    @ApiModelProperty(value = "分析值")
+    private String analysisValue;
+
+    @ApiModelProperty(value = "设备")
+    private String facility;
+
 }
diff --git a/ibs/src/main/java/com/ruoyi/ibs/list/domain/VisitInfoDTO.java b/ibs/src/main/java/com/ruoyi/ibs/list/domain/VisitInfoDTO.java
index 53d4d4f..b7f45a9 100644
--- a/ibs/src/main/java/com/ruoyi/ibs/list/domain/VisitInfoDTO.java
+++ b/ibs/src/main/java/com/ruoyi/ibs/list/domain/VisitInfoDTO.java
@@ -13,6 +13,10 @@ public class VisitInfoDTO {
     @ApiModelProperty(value = "柜员名称")
     private String visName;
 
+    /** 柜员号 */
+    @ApiModelProperty(value = "柜员号")
+    private String visId;
+
     /** 走访时间 */
     @ApiModelProperty(value = "走访时间")
     private String visTime;
diff --git a/ibs/src/main/java/com/ruoyi/ibs/list/domain/VisitInfoVO.java b/ibs/src/main/java/com/ruoyi/ibs/list/domain/VisitInfoVO.java
index d0556a7..31df6ae 100644
--- a/ibs/src/main/java/com/ruoyi/ibs/list/domain/VisitInfoVO.java
+++ b/ibs/src/main/java/com/ruoyi/ibs/list/domain/VisitInfoVO.java
@@ -128,4 +128,40 @@ public class VisitInfoVO {
     @ApiModelProperty(value = "走访结果")
     private String interRes;
 
+    @ApiModelProperty(value = "实地拜访地址")
+    private String interAddr;
+
+    @ApiModelProperty(value = "协同走访客户经理")
+    private String colStafName;
+
+    @ApiModelProperty(value = "事后备注")
+    private String laterNote;
+
+    @ApiModelProperty(value = "走访反馈")
+    private String intentionProductValue;
+
+    @ApiModelProperty(value = "反馈状态")
+    private String feedbackStatus;
+
+    @ApiModelProperty(value = "走访来源")
+    private String sourceOfInterview;
+
+    @ApiModelProperty(value = "批量导入文件名")
+    private String filename;
+
+    @ApiModelProperty(value = "外呼状态")
+    private String outCallStatus;
+
+    @ApiModelProperty(value = "客户意愿")
+    private String outCallIntention;
+
+    @ApiModelProperty(value = "走访来源：1null：pad 2：企业微信 3：pc")
+    private String source;
+
+    @ApiModelProperty(value = "nlp模型提取")
+    private String analysisValue;
+
+    @ApiModelProperty(value = "预授信额度")
+    private String facility;
+
 }
diff --git a/ibs/src/main/resources/mapper/list/SysCampaignMapper.xml b/ibs/src/main/resources/mapper/list/SysCampaignMapper.xml
index 81c0b71..e0ee982 100644
--- a/ibs/src/main/resources/mapper/list/SysCampaignMapper.xml
+++ b/ibs/src/main/resources/mapper/list/SysCampaignMapper.xml
@@ -127,6 +127,18 @@
         <result property="remark"    column="remark"    />
         <result property="custType"    column="cust_type"    />
         <result property="deptName"    column="dept_name"    />
+        <result property="interAddr"    column="inter_addr"    />
+        <result property="colStafName"    column="col_staf_name"    />
+        <result property="laterNote"    column="later_note"    />
+        <result property="intentionProductValue"    column="intention_product_value"    />
+        <result property="feedbackStatus"    column="feedback_status"    />
+        <result property="sourceOfInterview"    column="source_of_interview"    />
+        <result property="filename"    column="filename"    />
+        <result property="outCallStatus"    column="out_call_status"    />
+        <result property="outCallIntention"    column="out_call_intention"    />
+        <result property="source"    column="source"    />
+        <result property="analysisValue"    column="analysis_value"    />
+        <result property="facility"    column="facility"    />
     </resultMap>
 
     <sql id="selectSysCampaignVo">
@@ -1384,12 +1396,15 @@
     <select id="selectVisitInfoList" parameterType="VisitInfoDTO" resultType="VisitInfoVO">
         select vi.id,vi.campaign_id,vi.campaign_name,vi.vis_name,vi.vis_id,vi.dept_id,d.dept_name,vi.vis_time,vi.cust_name,vi.cust_type,vi.cust_idc,
                vi.social_credit_code,vi.create_by,vi.create_time,vi.update_by,vi.update_time,vi.remark,vi.sign_in_time,vi.sign_out_time,vi.sign_in_address,
-               vi.sign_out_address,vi.abnormal_visit_tag,vi.abnormal_visit_info,vi.sign_in_coordinate,vi.sign_out_coordinate,vi.is_valid_cust,vi.marketing_way,vi.inter_res
+               vi.sign_out_address,vi.abnormal_visit_tag,vi.abnormal_visit_info,vi.sign_in_coordinate,vi.sign_out_coordinate,vi.is_valid_cust,vi.marketing_way,vi.inter_res,
+               vi.inter_addr,vi.col_staf_name,vi.later_note,vi.intention_product_value,vi.feedback_status,vi.source_of_interview,vi.filename,
+               vi.out_call_status,vi.out_call_intention,vi.source,vi.analysis_value,vi.facility
         from visit_info vi
         left join sys_dept d on vi.dept_id = d.dept_id
         <where>
             <if test="custType != null and custType != ''"> and vi.cust_type = #{custType}</if>
             <if test="visName != null and visName != ''"> and vi.vis_name like concat('%', #{visName}, '%')</if>
+            <if test="visId != null and visId != ''"> and vi.vis_id = #{visId}</if>
             <if test="custIdc != null and custIdc != ''"> and vi.cust_idc = #{custIdc}</if>
             <if test="socialCreditCode != null and socialCreditCode != ''"> and vi.social_credit_code = #{socialCreditCode}</if>
             <if test="abnormalVisitTag != null and abnormalVisitTag != ''"> and vi.abnormal_visit_tag = #{abnormalVisitTag}</if>
@@ -1410,4 +1425,4 @@
         order by vi.sign_in_time desc
     </select>
 
-</mapper>
\ No newline at end of file
+</mapper>
diff --git a/pom.xml b/pom.xml
index 540b357..c16384c 100644
--- a/pom.xml
+++ b/pom.xml
@@ -215,6 +215,13 @@
                 <version>${ruoyi.version}</version>
             </dependency>
 
+            <!-- 数字支行-客群模块 -->
+            <dependency>
+                <groupId>com.ruoyi</groupId>
+                <artifactId>ibs-group</artifactId>
+                <version>3.8.8</version>
+            </dependency>
+
         </dependencies>
     </dependencyManagement>
 
diff --git a/ruoyi-quartz/pom.xml b/ruoyi-quartz/pom.xml
index 1c929ad..8e64e38 100644
--- a/ruoyi-quartz/pom.xml
+++ b/ruoyi-quartz/pom.xml
@@ -38,6 +38,10 @@
             <groupId>com.ruoyi</groupId>
             <artifactId>ibs</artifactId>
         </dependency>
+        <dependency>
+            <groupId>com.ruoyi</groupId>
+            <artifactId>ibs-group</artifactId>
+        </dependency>
 
     </dependencies>
 
diff --git a/ruoyi-quartz/src/main/java/com/ruoyi/quartz/task/RyTask.java b/ruoyi-quartz/src/main/java/com/ruoyi/quartz/task/RyTask.java
index 775a625..0d47bb2 100644
--- a/ruoyi-quartz/src/main/java/com/ruoyi/quartz/task/RyTask.java
+++ b/ruoyi-quartz/src/main/java/com/ruoyi/quartz/task/RyTask.java
@@ -1,6 +1,7 @@
 package com.ruoyi.quartz.task;
 
 import com.ruoyi.common.utils.StringUtils;
+import com.ruoyi.group.service.ICustGroupService;
 import com.ruoyi.ibs.cmpm.service.GridCmpmService;
 import com.ruoyi.ibs.dashboard.service.FileOptService;
 import com.ruoyi.ibs.draw.service.DrawGridCustService;
@@ -47,6 +48,9 @@ public class RyTask
     @Resource
     private AddressAnalyseService addressAnalyseService;
 
+    @Resource
+    private ICustGroupService custGroupService;
+
 
     public void ryMultipleParams(String s, Boolean b, Long l, Double d, Integer i)
     {
@@ -111,4 +115,12 @@ public class RyTask
         addressAnalyseService.pointInGeometryScheduled();
     }
 
+    public void updateDynamicCustGroups() {
+        custGroupService.updateDynamicCustGroups();
+    }
+
+    public void checkAndDisableExpiredGroups() {
+        custGroupService.checkAndDisableExpiredGroups();
+    }
+
 }
diff --git a/ruoyi-system/src/main/java/com/ruoyi/system/service/impl/SysDeptServiceImpl.java b/ruoyi-system/src/main/java/com/ruoyi/system/service/impl/SysDeptServiceImpl.java
index aa62daa..06e6447 100644
--- a/ruoyi-system/src/main/java/com/ruoyi/system/service/impl/SysDeptServiceImpl.java
+++ b/ruoyi-system/src/main/java/com/ruoyi/system/service/impl/SysDeptServiceImpl.java
@@ -133,8 +133,13 @@ public class SysDeptServiceImpl implements ISysDeptService
     @Override
     public List<TreeSelect> selectDeptTreeListForTopGrid(SysDept dept) {
         List<SysDept> depts = SpringUtils.getAopProxy(this).selectDeptList(dept);
-        List<SysDept> branchs = depts.stream().filter(sysDept -> !sysDept.getDeptType().equals("outlet"))
-                .filter(sysDept -> !sysDept.getDeptType().equals("head"))
+        if (depts == null || depts.isEmpty()) {
+            return Collections.emptyList();
+        }
+        List<SysDept> branchs = depts.stream()
+                .filter(Objects::nonNull)
+                .filter(sysDept -> !"outlet".equals(sysDept.getDeptType()))
+                .filter(sysDept -> !"head".equals(sysDept.getDeptType()))
                 .collect(Collectors.toList());
         return buildDeptTreeSelect(branchs);
     }
diff --git a/ruoyi-ui/src/views/grid/charts/customer/index.vue b/ruoyi-ui/src/views/grid/charts/customer/index.vue
index 52f8a80..117bf9e 100644
--- a/ruoyi-ui/src/views/grid/charts/customer/index.vue
+++ b/ruoyi-ui/src/views/grid/charts/customer/index.vue
@@ -142,7 +142,7 @@
                   <el-dropdown-item @click.native="handleExportAll">导出前1000条<i class="quesiton"></i></el-dropdown-item>
                 </el-dropdown-menu>
               </el-dropdown>
-              <template v-if="selectedTab === '2' && is825">
+              <template v-if="selectedTab === '2' && canSeeBusinessImport">
                 <div class="import-action">
                   <el-upload
                     ref="businessImportUploadRef"
@@ -367,6 +367,9 @@ export default {
       }
       return this.tableData
     },
+    isHeadAdmin() {
+      return this.roles.includes('headAdmin')
+    },
     isPublic() {
       return this.roles.includes('headPublic')
     },
@@ -379,6 +382,9 @@ export default {
     is825() {
       return String(this.deptId || '').substring(0, 3) === '825'
     },
+    canSeeBusinessImport() {
+      return this.is825 && (this.isHeadAdmin || this.isPublic || this.isPrivate || this.isOps)
+    },
     // 客户经理
     isCommonManager() {
       return this.roles.includes('commonManager')
diff --git a/ruoyi-ui/src/views/group/custGroup/index.vue b/ruoyi-ui/src/views/group/custGroup/index.vue
index 8c4b82e..ab13212 100644
--- a/ruoyi-ui/src/views/group/custGroup/index.vue
+++ b/ruoyi-ui/src/views/group/custGroup/index.vue
@@ -1,8 +1,18 @@
 <template>
   <div class="customer-wrap">
-    <!-- 搜索区域 -->
-    <div class="search-area" v-show="showSearch">
-      <el-form :model="queryParams" ref="queryForm" size="small" :inline="true" label-width="80px">
+    <el-radio-group v-model="activeTab" class="group-tab-radio" @input="handleTabChange">
+      <el-radio-button label="mine">我创建的</el-radio-button>
+      <el-radio-button label="sharedToMe">下发给我的</el-radio-button>
+    </el-radio-group>
+
+    <div v-show="showSearch" class="search-area">
+      <el-form
+        ref="queryForm"
+        :model="queryParams"
+        size="small"
+        :inline="true"
+        label-width="80px"
+      >
         <el-form-item label="客群名称" prop="groupName">
           <el-input
             v-model="queryParams.groupName"
@@ -13,13 +23,23 @@
           />
         </el-form-item>
         <el-form-item label="客群模式" prop="groupMode">
-          <el-select v-model="queryParams.groupMode" placeholder="请选择" clearable style="width: 150px">
+          <el-select
+            v-model="queryParams.groupMode"
+            placeholder="请选择"
+            clearable
+            style="width: 150px"
+          >
             <el-option label="静态" value="0" />
             <el-option label="动态" value="1" />
           </el-select>
         </el-form-item>
         <el-form-item label="创建方式" prop="createMode">
-          <el-select v-model="queryParams.createMode" placeholder="请选择" clearable style="width: 150px">
+          <el-select
+            v-model="queryParams.createMode"
+            placeholder="请选择"
+            clearable
+            style="width: 150px"
+          >
             <el-option label="模板导入" value="1" />
             <el-option label="绩效网格" value="2" />
             <el-option label="地理网格" value="3" />
@@ -27,31 +47,61 @@
           </el-select>
         </el-form-item>
         <el-form-item label="客群状态" prop="groupStatus">
-          <el-select v-model="queryParams.groupStatus" placeholder="请选择" clearable style="width: 150px">
+          <el-select
+            v-model="queryParams.groupStatus"
+            placeholder="请选择"
+            clearable
+            style="width: 150px"
+          >
             <el-option label="正常" value="0" />
             <el-option label="已禁用" value="1" />
           </el-select>
         </el-form-item>
         <el-form-item>
-          <el-button type="primary" icon="el-icon-search" size="small" @click="handleQuery">搜索</el-button>
-          <el-button icon="el-icon-refresh" size="small" @click="resetQuery">重置</el-button>
+          <el-button type="primary" icon="el-icon-search" size="small" @click="handleQuery">
+            搜索
+          </el-button>
+          <el-button icon="el-icon-refresh" size="small" @click="resetQuery">
+            重置
+          </el-button>
         </el-form-item>
       </el-form>
     </div>
 
-    <!-- 操作栏 -->
     <section class="operate-cnt">
       <div class="operate-left">
-        <el-button type="primary" icon="el-icon-plus" size="small" @click="handleAdd">新增</el-button>
-        <el-button type="danger" icon="el-icon-delete" size="small" :disabled="multiple" @click="handleDelete">删除</el-button>
+        <template v-if="isMineTab">
+          <el-button type="primary" icon="el-icon-plus" size="small" @click="handleAdd">
+            新增
+          </el-button>
+          <el-button
+            type="danger"
+            icon="el-icon-delete"
+            size="small"
+            :disabled="multiple"
+            @click="handleDelete"
+          >
+            删除
+          </el-button>
+        </template>
       </div>
-      <right-toolbar :showSearch.sync="showSearch" @queryTable="getList"></right-toolbar>
+      <right-toolbar :showSearch.sync="showSearch" @queryTable="getList" />
     </section>
 
-    <!-- 表格区域 -->
     <div class="main_table">
-      <el-table v-loading="loading" :data="groupList" @selection-change="handleSelectionChange" style="width: 100%" max-height="625">
-        <el-table-column type="selection" width="55" align="center" />
+      <el-table
+        v-loading="loading"
+        :data="groupList"
+        style="width: 100%"
+        max-height="625"
+        @selection-change="handleSelectionChange"
+      >
+        <el-table-column
+          v-if="isMineTab"
+          type="selection"
+          width="55"
+          align="center"
+        />
         <el-table-column label="客群名称" prop="groupName" min-width="180" show-overflow-tooltip />
         <el-table-column label="客群模式" align="center" width="100">
           <template slot-scope="scope">
@@ -78,14 +128,36 @@
         <el-table-column label="创建时间" prop="createTime" width="180" />
         <el-table-column label="操作" align="center" width="180" fixed="right">
           <template slot-scope="scope">
-            <el-button size="mini" type="text" icon="el-icon-view" @click="handleView(scope.row)">查看</el-button>
-            <el-button size="mini" type="text" icon="el-icon-edit" @click="handleUpdate(scope.row)">编辑</el-button>
-            <el-button size="mini" type="text" icon="el-icon-delete" @click="handleDelete(scope.row)">删除</el-button>
+            <el-button
+              size="mini"
+              type="text"
+              icon="el-icon-view"
+              @click="handleView(scope.row)"
+            >
+              查看
+            </el-button>
+            <template v-if="isMineTab">
+              <el-button
+                size="mini"
+                type="text"
+                icon="el-icon-edit"
+                @click="handleUpdate(scope.row)"
+              >
+                编辑
+              </el-button>
+              <el-button
+                size="mini"
+                type="text"
+                icon="el-icon-delete"
+                @click="handleDelete(scope.row)"
+              >
+                删除
+              </el-button>
+            </template>
           </template>
         </el-table-column>
       </el-table>
 
-      <!-- 分页 -->
       <pagination
         v-show="total > 0"
         :total="total"
@@ -95,7 +167,6 @@
       />
     </div>
 
-    <!-- 创建/编辑客群弹窗 -->
     <create-dialog
       :visible.sync="dialogVisible"
       :group-data="form"
@@ -114,44 +185,63 @@ export default {
   components: { CreateDialog },
   data() {
     return {
-      // 加载状态
       loading: false,
-      // 显示搜索
       showSearch: true,
-      // 选中ID数组
+      activeTab: 'mine',
       ids: [],
-      // 非单个禁用
       single: true,
-      // 非多个禁用
       multiple: true,
-      // 总条数
       total: 0,
-      // 客群列表
       groupList: [],
-      // 弹窗显示
       dialogVisible: false,
-      // 是否编辑
       isEdit: false,
-      // 表单数据
       form: {},
-      // 查询参数
+      refreshTimer: null,
       queryParams: {
         pageNum: 1,
         pageSize: 10,
         groupName: null,
         groupMode: null,
         createMode: null,
-        groupStatus: null
+        groupStatus: null,
+        viewType: 'mine'
       }
     }
   },
+  computed: {
+    isMineTab() {
+      return this.activeTab === 'mine'
+    }
+  },
   created() {
     this.getList()
   },
+  beforeDestroy() {
+    this.clearRefreshTimer()
+  },
   methods: {
-    /** 查询客群列表 */
+    clearRefreshTimer() {
+      if (this.refreshTimer) {
+        clearTimeout(this.refreshTimer)
+        this.refreshTimer = null
+      }
+    },
+
+    refreshList(delay = 0) {
+      this.clearRefreshTimer()
+      if (delay > 0) {
+        this.refreshTimer = setTimeout(() => {
+          this.getList()
+          this.refreshTimer = null
+        }, delay)
+        return
+      }
+      this.getList()
+    },
+
     getList() {
       this.loading = true
+      this.queryParams.viewType = this.activeTab
       listCustGroup(this.queryParams).then(response => {
         this.groupList = response.rows
         this.total = response.total
@@ -161,33 +251,46 @@ export default {
       })
     },
 
-    /** 搜索按钮操作 */
+    handleTabChange() {
+      this.ids = []
+      this.single = true
+      this.multiple = true
+      this.queryParams.pageNum = 1
+      this.queryParams.viewType = this.activeTab
+      this.getList()
+    },
+
     handleQuery() {
       this.queryParams.pageNum = 1
       this.getList()
     },
 
-    /** 重置按钮操作 */
     resetQuery() {
       this.resetForm('queryForm')
+      this.queryParams.pageNum = 1
+      this.queryParams.pageSize = 10
+      this.queryParams.viewType = this.activeTab
       this.handleQuery()
     },
 
-    /** 多选框选中数据 */
     handleSelectionChange(selection) {
+      if (!this.isMineTab) {
+        this.ids = []
+        this.single = true
+        this.multiple = true
+        return
+      }
       this.ids = selection.map(item => item.id)
       this.single = selection.length !== 1
       this.multiple = !selection.length
     },
 
-    /** 新增按钮操作 */
     handleAdd() {
       this.reset()
       this.isEdit = false
       this.dialogVisible = true
     },
 
-    /** 修改按钮操作 */
     handleUpdate(row) {
       this.reset()
       const id = row.id || this.ids[0]
@@ -198,7 +301,6 @@ export default {
       })
     },
 
-    /** 查看按钮操作 */
     handleView(row) {
       this.$router.push({
         path: '/group/custGroup/detail',
@@ -206,24 +308,22 @@ export default {
       })
     },
 
-    /** 删除按钮操作 */
     handleDelete(row) {
       const ids = row.id ? [row.id] : this.ids
       this.$modal.confirm('是否确认删除选中的客群？').then(() => {
         return deleteCustGroup(ids)
       }).then(() => {
-        this.getList()
+        this.refreshList()
         this.$modal.msgSuccess('删除成功')
       }).catch(() => {})
     },
 
-    /** 提交表单 */
     handleSubmit() {
       this.dialogVisible = false
-      this.getList()
+      this.queryParams.pageNum = 1
+      this.refreshList(800)
     },
 
-    /** 表单重置 */
     reset() {
       this.form = {
         id: null,
@@ -249,6 +349,64 @@ export default {
   border-radius: 16px 16px 0 0;
   padding: 24px 30px;
 
+  .group-tab-radio {
+    display: flex;
+    align-items: center;
+    justify-content: space-between;
+    border-bottom: 1px solid #ebebeb;
+    margin-bottom: 8px;
+
+    .el-radio-button {
+      flex: 1;
+
+      ::v-deep .el-radio-button__inner {
+        width: 100%;
+        border: none;
+        font-weight: 400;
+        letter-spacing: 0.44px;
+        line-height: 25px;
+        font-size: 16px;
+        color: #666666;
+        padding: 11px 0 12px 0;
+        border-radius: 0;
+        box-shadow: none;
+      }
+
+      ::v-deep .el-radio-button__orig-radio:checked + .el-radio-button__inner {
+        background-color: #4886f8;
+        font-weight: 400;
+        color: #ffffff;
+        border-bottom-left-radius: 0;
+        border-bottom-right-radius: 0;
+      }
+
+      &:nth-child(2) {
+        &::before,
+        &::after {
+          content: '';
+          position: absolute;
+          top: 50%;
+          transform: translateY(-50%);
+          height: 21px;
+          width: 1px;
+          background: #ebebeb;
+          z-index: 1;
+        }
+
+        &::after {
+          right: 1px;
+        }
+      }
+
+      &.is-active {
+        &::before,
+        &::after {
+          content: none;
+        }
+      }
+    }
+  }
+
   .search-area {
     padding: 16px 0;
     border-bottom: 1px solid #ebebeb;
@@ -272,6 +430,7 @@ export default {
     .operate-left {
       display: flex;
       gap: 8px;
+      min-height: 32px;
     }
 
     .el-button {
diff --git a/ruoyi-ui/src/views/taskManage/PADvisitRecord/index.vue b/ruoyi-ui/src/views/taskManage/PADvisitRecord/index.vue
index 3deac86..cfd3f81 100644
--- a/ruoyi-ui/src/views/taskManage/PADvisitRecord/index.vue
+++ b/ruoyi-ui/src/views/taskManage/PADvisitRecord/index.vue
@@ -63,6 +63,15 @@
               @clear="handleSearch"
             />
           </el-form-item>
+          <el-form-item label="柜员号" class="staff-id-filter">
+            <el-input
+              v-model="searchForm.visId"
+              placeholder="请输入"
+              @blur="handleSearch"
+              clearable
+              @clear="handleSearch"
+            />
+          </el-form-item>
           <el-form-item label="走访时间">
             <el-date-picker
               v-model="searchForm.visTime"
@@ -362,6 +371,18 @@
           width="150px"
           v-if="columns[16].visible"
         ></el-table-column>
+        <el-table-column align="left" prop="interAddr" label="实地拜访地址" show-overflow-tooltip width="180px" v-if="columns[17].visible"></el-table-column>
+        <el-table-column align="left" prop="colStafName" label="协同走访客户经理" show-overflow-tooltip width="160px" v-if="columns[18].visible"></el-table-column>
+        <el-table-column align="left" prop="laterNote" label="事后备注" show-overflow-tooltip width="180px" v-if="columns[19].visible"></el-table-column>
+        <el-table-column align="left" prop="intentionProductValue" label="走访反馈" show-overflow-tooltip width="160px" v-if="columns[20].visible"></el-table-column>
+        <el-table-column align="left" prop="feedbackStatus" label="反馈状态" show-overflow-tooltip width="120px" v-if="columns[21].visible"></el-table-column>
+        <el-table-column align="left" prop="sourceOfInterview" label="走访来源" show-overflow-tooltip width="140px" v-if="columns[22].visible"></el-table-column>
+        <el-table-column align="left" prop="filename" label="批量导入文件名" show-overflow-tooltip width="180px" v-if="columns[23].visible"></el-table-column>
+        <el-table-column align="left" prop="outCallStatus" label="外呼状态" show-overflow-tooltip width="120px" v-if="columns[24].visible"></el-table-column>
+        <el-table-column align="left" prop="outCallIntention" label="客户意愿" show-overflow-tooltip width="140px" v-if="columns[25].visible"></el-table-column>
+        <el-table-column align="left" prop="source" label="来源" show-overflow-tooltip width="120px" v-if="columns[26].visible"></el-table-column>
+        <el-table-column align="left" prop="analysisValue" label="nlp模型提取" show-overflow-tooltip width="140px" v-if="columns[27].visible"></el-table-column>
+        <el-table-column align="left" prop="facility" label="预授信额度" show-overflow-tooltip width="140px" v-if="columns[28].visible"></el-table-column>
       </el-table>
       <el-pagination
         @size-change="handleSizeChange"
@@ -390,6 +411,7 @@ export default {
       pageNum: 1,
       searchForm: {
         visName: "",
+        visId: "",
         visTime: "",
         custIdc: "",
         socialCreditCode: '',
@@ -415,11 +437,23 @@ export default {
         { key: 13, label: "签到坐标", visible: true },
         { key: 14, label: "签退坐标", visible: true },
         { key: 15, label: "是否为有效客户", visible: true },
-        { key: 16, label: "走访备注", visible: true }
+        { key: 16, label: "走访备注", visible: true },
+        { key: 17, label: "实地拜访地址", visible: true },
+        { key: 18, label: "协同走访客户经理", visible: true },
+        { key: 19, label: "事后备注", visible: true },
+        { key: 20, label: "走访反馈", visible: true },
+        { key: 21, label: "反馈状态", visible: true },
+        { key: 22, label: "走访来源", visible: true },
+        { key: 23, label: "批量导入文件名", visible: true },
+        { key: 24, label: "外呼状态", visible: true },
+        { key: 25, label: "客户意愿", visible: true },
+        { key: 26, label: "来源", visible: true },
+        { key: 27, label: "nlp模型提取", visible: true },
+        { key: 28, label: "预授信额度", visible: true }
       ],
       columns875: [
-        { key: 17, label: "异常走访标签", visible: true },
-        { key: 18, label: "异常走访信息", visible: true },
+        { key: 29, label: "异常走访标签", visible: true },
+        { key: 30, label: "异常走访信息", visible: true },
       ]
     };
   },
@@ -492,6 +526,7 @@ export default {
         custType: this.selectedTab,
         visTime: this.searchForm.visTime,
         visName: this.searchForm.visName,
+        visId: this.searchForm.visId,
         custIdc: this.searchForm.custIdc,
         socialCreditCode: this.searchForm.socialCreditCode,
         abnormalVisitTag: this.searchForm.abnormalVisitTag,
@@ -508,7 +543,16 @@ export default {
       });
     },
     handleRefersh() {
-      this.searchForm = {};
+      this.searchForm = {
+        visName: "",
+        visId: "",
+        visTime: "",
+        custIdc: "",
+        socialCreditCode: '',
+        abnormalVisitTag: '',
+        marketingWay: '',
+        interRes: ''
+      };
       this.initVisitingTaskList();
     },
     handleSizeChange(newSize) {
@@ -523,7 +567,16 @@ export default {
       this.initVisitingTaskList();
     },
     resetFilters() {
-      this.searchForm = {};
+      this.searchForm = {
+        visName: "",
+        visId: "",
+        visTime: "",
+        custIdc: "",
+        socialCreditCode: '',
+        abnormalVisitTag: '',
+        marketingWay: '',
+        interRes: ''
+      };
       this.initVisitingTaskList();
     },
   },
@@ -565,67 +618,6 @@ export default {
   line-height: 30px;
 }
 
-.header-radio {
-  display: flex;
-  align-items: center;
-  justify-content: space-between;
-  border-bottom: 1px solid #ebebeb;
-
-  .btn-disabled {
-    ::v-deep .el-radio-button__inner {
-      background-color: #e7e7e7;
-    }
-  }
-
-  .el-radio-button {
-    flex: 1;
-
-    ::v-deep .el-radio-button__inner {
-      width: 100%;
-      border: none;
-      font-weight: 400;
-      letter-spacing: 0.44px;
-      line-height: 25px;
-      font-size: 16px;
-      color: #666666;
-      padding: 11px 0 12px 0;
-    }
-
-    ::v-deep .el-radio-button__orig-radio:checked + .el-radio-button__inner {
-      background-color: #4886f8;
-      font-weight: 400;
-      color: #ffffff;
-      border-bottom-left-radius: 0;
-      border-bottom-right-radius: 0;
-    }
-
-    &:nth-child(2) {
-      &::before,
-      &::after {
-        content: "";
-        position: absolute;
-        top: 50%;
-        transform: translateY(-50%);
-        height: 21px;
-        width: 1px;
-        background: #ebebeb;
-        z-index: 1;
-      }
-
-      &::after {
-        right: 1px;
-      }
-    }
-
-    &.is-active {
-      &::before,
-      &::after {
-        content: none;
-      }
-    }
-  }
-}
-
 .btn-disabled {
   ::v-deep .el-radio-button__inner {
     background-color: #e7e7e7;
@@ -647,7 +639,6 @@ export default {
 
   .el-radio-button {
     flex: 1;
-    border: 1px solid #ccc;
 
     ::v-deep .el-radio-button__inner {
       width: 100%;
@@ -725,6 +716,11 @@ export default {
 
 .searchForm {
   margin-top: 20px;
+
+  .staff-id-filter {
+    clear: left;
+    margin-left: 0 !important;
+  }
 }
 
 .operate-cnt {