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0407-北仑客群+客群业绩统计+网格整体业绩修改+青田贷款客户经理

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杨乐言
2026-04-07 18:58:11 +08:00
parent 3938004783
commit 803dbf2aa5
45 changed files with 3457 additions and 1119 deletions
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9
ibs/src/main/java/com/ruoyi/ibs/cmpm/controller/GridCmpmController.java
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@@ -118,13 +118,4 @@ public class GridCmpmController extends BaseController {
return AjaxResult.success( gridCmpmCustService.selectCustInfoList (custBaseInfo)) ;
}
/**
* 根据网格类型获取客户经理列表
*/
@GetMapping("/managerList")
@Log(title = "绩效网格-获取客户经理列表")
@ApiOperation("获取客户经理列表")
public AjaxResult getManagerListByGridType(@RequestParam String gridType) {
return AjaxResult.success(gridCmpmService.getManagerListByGridType(gridType));
}
}

27
ibs/src/main/java/com/ruoyi/ibs/cmpm/mapper/GridCmpmMapper.java
View File

@@ -65,30 +65,21 @@ public interface GridCmpmMapper {
List<String> selectManagerList();
/**
* 根据网格类型和总行ID查询客户经理列表
* @param gridType 网格类型（零售retail、对公corporate、对公账户corporate_account）
* 全量查询绩效网格客户列表（用于客群管户关系匹配，不按客户经理过滤）
* @param gridType 网格类型
* @param headId 总行ID
* @return 客户经理列表（user_name, nick_name）
* @return 客户列表（包含管户关系信息）
*/
List<Map<String, String>> getManagerListByGridType(@Param("gridType") String gridType, @Param("headId") String headId);
List<GridCmpmVO> getAllCustomerListForImport(@Param("gridType") String gridType, @Param("headId") String headId);
/**
* 根据网格类型、总行ID和客户经理查询客户列表（分表查询，适用于客群导入）
* @param gridType 网格类型
* @param userName 客户经理柜员号
* 根据客户ID和类型列表查询管户关系（用于动态客群更新管户关系）
* @param gridType 网格类型（retail/corporate）
* @param headId 总行ID
* @return 客户列表
* @param custInfoList 客户信息列表（包含custId和custType）
* @return 客户管户关系列表
*/
List<GridCmpmVO> getCustomerListForImport(@Param("gridType") String gridType, @Param("userName") String userName, @Param("headId") String headId);
/**
* 根据网格类型、总行ID和客户经理流式查询客户列表（使用Cursor，适用于大数据量场景）
* @param gridType 网格类型
* @param userName 客户经理柜员号
* @param headId 总行ID
* @return 客户列表游标
*/
Cursor<GridCmpmVO> getCustomerListForImportCursor(@Param("gridType") String gridType, @Param("userName") String userName, @Param("headId") String headId);
List<GridCmpmVO> getRelationshipsByCustList(@Param("gridType") String gridType, @Param("headId") String headId, @Param("custInfoList") List<Map<String, String>> custInfoList);
// List<CustBaseInfo> selectCustInfoRetailFromGridCmpm(CustBaseInfo custBaseInfo);

28
ibs/src/main/java/com/ruoyi/ibs/cmpm/service/GridCmpmService.java
View File

@@ -303,25 +303,27 @@ public class GridCmpmService {
}
/**
* 根据网格类型和总行ID查询客户经理列表
* @param gridType 网格类型（零售retail、对公corporate、对公账户corporate_account）
* @return 客户经理列表
* 全量查询绩效网格客户列表（用于客群管户关系匹配，不依赖SecurityUtils）
* @param gridType 网格类型
* @param headId 总行ID
* @return 客户列表（包含管户关系信息）
*/
public List<Map<String, String>> getManagerListByGridType(String gridType) {
String headId = SecurityUtils.getHeadId();
return gridCmpmMapper.getManagerListByGridType(gridType, headId);
public List<GridCmpmVO> selectAllForImport(String gridType, String headId) {
return gridCmpmMapper.getAllCustomerListForImport(gridType, headId);
}
/**
* 根据参数查询绩效网格客户列表（不依赖SecurityUtils，适用于异步线程）
* 所有参数由调用者传入，不在方法内部获取用户上下文
* @param gridType 网格类型
* @param userName 客户经理柜员号
* 根据客户ID列表查询管户关系（用于动态客群更新管户关系）
* @param gridType 网格类型（retail/corporate）
* @param headId 总行ID
* @return 客户列表
* @param custInfoList 客户信息列表（包含custId和custType）
* @return 客户管户关系列表
*/
public List<GridCmpmVO> selectManageListForImport(String gridType, String userName, String headId) {
return gridCmpmMapper.getCustomerListForImport(gridType, userName, headId);
public List<GridCmpmVO> getRelationshipsByCustList(String gridType, String headId, List<Map<String, String>> custInfoList) {
if (custInfoList == null || custInfoList.isEmpty()) {
return new ArrayList<>();
}
return gridCmpmMapper.getRelationshipsByCustList(gridType, headId, custInfoList);
}
}

4
ibs/src/main/java/com/ruoyi/ibs/grid/domain/entity/GridCmpmCountLingshouNew825.java
View File

@@ -100,7 +100,7 @@ public class GridCmpmCountLingshouNew825 implements Serializable {
private Integer yxxykNum;
@Excel(name = "有效社保卡户数")
private Integer yxsbkNum;
@Excel(name = "二换三社保卡户数")
@Excel(name = "有效社保卡新增")
private Integer twoTo3SbkNum;
@Excel(name = "养老金迁移至社保卡户数")
private Integer yljToSbkNum;
@@ -108,6 +108,8 @@ public class GridCmpmCountLingshouNew825 implements Serializable {
private Integer fshlNum;
@Excel(name = "有效收单商户")
private Integer yxsdNum;
@Excel(name = "核心收单户数")
private Integer hxsdNum;
private String regionCode;
private String opsDept;
}

4
ibs/src/main/java/com/ruoyi/ibs/grid/domain/entity/GridCustCountLingshouNew825.java
View File

@@ -56,10 +56,12 @@ public class GridCustCountLingshouNew825 implements Serializable {
private String isCfyx;
@Excel(name = "是否有效社保卡客户")
private String isYxsbk;
@Excel(name = "是否二换三社保卡")
@Excel(name = "是否有效社保卡新增")
private String is2to3Sbk;
@Excel(name = "是否养老金迁移至社保卡")
private String isYljToSbk;
@Excel(name = "是否核心收单")
private String isHxsd;
private String regionCode;
private String opsDept;
private String custType;

26
ibs/src/main/resources/mapper/cmpm/GridCmpmMapper.xml
View File

@@ -505,26 +505,20 @@
where manager_id is not null
</select>
<!-- 根据网格类型和总行ID查询客户经理列表 -->
<select id="getManagerListByGridType" resultType="java.util.HashMap">
select distinct user_name as userName, nick_name as nickName
<!-- 全量查询绩效网格客户列表（用于客群管户关系匹配，不按客户经理过滤）-->
<select id="getAllCustomerListForImport" resultType="GridCmpmVO">
select cust_id, cust_type, user_name, nick_name, outlet_id, outlet_name, branch_id, branch_name
from grid_cmpm_${gridType}_${headId}
where user_name is not null
order by user_name
</select>
<!-- 根据网格类型、总行ID和客户经理查询客户列表（分表查询，适用于客群导入）-->
<select id="getCustomerListForImport" resultType="GridCmpmVO">
select cust_id, cust_name, cust_type, cust_idc, usci
<!-- 根据客户ID列表查询管户关系（用于动态客群更新管户关系）-->
<select id="getRelationshipsByCustList" resultType="GridCmpmVO">
select cust_id, cust_type, user_name, nick_name, outlet_id, outlet_name, branch_id, branch_name
from grid_cmpm_${gridType}_${headId}
where user_name = #{userName}
</select>
<!-- 根据网格类型、总行ID和客户经理流式查询客户列表（使用Cursor，适用于大数据量场景）-->
<select id="getCustomerListForImportCursor" resultType="GridCmpmVO" fetchSize="1000">
select cust_id, cust_name, cust_type, cust_idc, usci
from grid_cmpm_${gridType}_${headId}
where user_name = #{userName}
where
<foreach item="custInfo" collection="custInfoList" separator=" or " open="(" close=")">
(cust_id = #{custInfo.custId} and cust_type = #{custInfo.custType})
</foreach>
</select>
</mapper>

3
ibs/src/main/resources/mapper/grid/GridCountMapper.xml
View File

@@ -27,7 +27,7 @@
zf_30rt, cur_bal_d, sx_rat, yx_rat, sx_num, yx_num, sx_bal, bal_loan, loan_ave, yxht_rat, dian_rat,
shui_rat, tax_rat, open_rat, yxht_num, dian_num, shui_num, tax_num, open_num, dep_bal, fin_bal,
grhx_num, cfyx_num, yxxyk_num, yxsbk_num, `2to3_sbk_num` as twoTo3SbkNum, ylj_to_sbk_num,
fshl_num, yxsd_num, region_code, ops_dept
fshl_num, yxsd_num, hxsd_num, region_code, ops_dept
FROM grid_cmpm_count_lingshou_new_825
<where>
<if test=" dt != null and dt != ''">and dt = #{dt}</if>
@@ -102,6 +102,7 @@
is_yxsbk,
is_2to3_sbk,
is_ylj_to_sbk,
is_hxsd,
region_code,
ops_dept,
cust_type,