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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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This commit is contained in:
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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3
.vscode/settings.json vendored Normal file
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@@ -0,0 +1,3 @@
{
"kiroAgent.configureMCP": "Disabled"
}

51
ibs-group/src/main/java/com/ruoyi/group/controller/CustGroupController.java
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@@ -9,7 +9,6 @@ import com.ruoyi.common.enums.BusinessType;
import com.ruoyi.common.utils.poi.ExcelUtil;
import com.ruoyi.group.domain.dto.CustGroupMemberTemplate;
import com.ruoyi.group.domain.dto.CustGroupQueryDTO;
import com.ruoyi.group.domain.dto.GridImportDTO;
import com.ruoyi.group.domain.entity.CustGroup;
import com.ruoyi.group.domain.vo.CustGroupVO;
import com.ruoyi.group.service.ICustGroupService;
@@ -60,48 +59,31 @@ public class CustGroupController extends BaseController {
return AjaxResult.success(custGroup);
}
/**
* 异步创建客群（网格导入）
*/
@ApiOperation("异步创建客群（网格导入）")
@Log(title = "客群管理-网格导入创建客群", businessType = BusinessType.INSERT)
@PostMapping("/createByGrid")
public AjaxResult createCustGroupByGrid(@RequestBody @Valid GridImportDTO gridImportDTO) {
String id = custGroupService.createCustGroupByGrid(gridImportDTO);
return AjaxResult.success(id);
}
/**
* 异步创建客群（模板导入）
* gridType、regionGridIds、drawGridIds 包含在 dto 中
*/
@ApiOperation("异步创建客群（模板导入）")
@Log(title = "客群管理-异步创建客群", businessType = BusinessType.INSERT)
@PostMapping(value = "/createByTemplate", consumes = MediaType.MULTIPART_FORM_DATA_VALUE)
public AjaxResult createCustGroupByTemplate(@RequestPart("dto") @Valid String dtoJson,
@RequestPart("file") MultipartFile file) {
public AjaxResult createCustGroupByTemplate(
@RequestPart("dto") @Valid String dtoJson,
@RequestPart("file") MultipartFile file) {
CustGroup custGroup = JSON.parseObject(dtoJson, CustGroup.class);
return AjaxResult.success(custGroupService.createCustGroupByTemplate(custGroup, file));
}
/**
* 更新客群（网格导入）
*/
@ApiOperation("更新客群（网格导入）")
@Log(title = "客群管理-更新客群（网格导入）", businessType = BusinessType.UPDATE)
@PostMapping("/updateByGrid")
public AjaxResult updateCustGroupByGrid(@RequestBody @Valid GridImportDTO gridImportDTO) {
String result = custGroupService.updateCustGroupByGrid(gridImportDTO);
return AjaxResult.success(result);
return AjaxResult.success("操作成功", custGroupService.createCustGroupByTemplate(custGroup, file));
}
/**
* 更新客群（模板导入）
* gridType、regionGridIds、drawGridIds 包含在 dto 中
* file 参数可选：不传文件则只更新客群信息，传文件则追加客户
*/
@ApiOperation("更新客群（模板导入）")
@Log(title = "客群管理-更新客群（模板导入）", businessType = BusinessType.UPDATE)
@PostMapping(value = "/updateByTemplate", consumes = MediaType.MULTIPART_FORM_DATA_VALUE)
public AjaxResult updateCustGroupByTemplate(@RequestPart("dto") @Valid String dtoJson,
@RequestPart("file") MultipartFile file) {
public AjaxResult updateCustGroupByTemplate(
@RequestPart("dto") @Valid String dtoJson,
@RequestPart(value = "file", required = false) MultipartFile file) {
CustGroup custGroup = JSON.parseObject(dtoJson, CustGroup.class);
return AjaxResult.success(custGroupService.updateCustGroupByTemplate(custGroup, file));
}
@@ -114,7 +96,7 @@ public class CustGroupController extends BaseController {
@GetMapping("/createStatus/{id}")
public AjaxResult getCreateStatus(@PathVariable Long id) {
String status = custGroupService.getCreateStatus(id);
return AjaxResult.success(status);
return AjaxResult.success("操作成功", status);
}
/**
@@ -139,4 +121,15 @@ public class CustGroupController extends BaseController {
return AjaxResult.success(result);
}
/**
* 获取所有已有的客群标签列表
*/
@ApiOperation("获取所有客群标签")
@Log(title = "客群管理-获取客群标签")
@GetMapping("/tags")
public AjaxResult getAllGroupTags() {
List<String> tags = custGroupService.getAllGroupTags();
return AjaxResult.success(tags);
}
}

2
ibs-group/src/main/java/com/ruoyi/group/controller/CustGroupMemberController.java
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@@ -36,7 +36,7 @@ public class CustGroupMemberController extends BaseController {
@GetMapping("/list/{groupId}")
public TableDataInfo listCustGroupMembers(@PathVariable Long groupId,
CustGroupMemberQueryDTO dto) {
startPage();
// 注意：startPage()在Service内部调用，因为权限检查会先执行SQL导致分页失效
List<CustGroupMemberVO> list = custGroupMemberService.listCustGroupMembers(groupId, dto);
return getDataTable(list);
}

125
ibs-group/src/main/java/com/ruoyi/group/controller/GroupPerformanceController.java Normal file
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@@ -0,0 +1,125 @@
package com.ruoyi.group.controller;
import com.github.pagehelper.Page;
import com.ruoyi.common.annotation.Log;
import com.ruoyi.common.core.controller.BaseController;
import com.ruoyi.common.core.page.TableDataPageInfo;
import com.ruoyi.common.utils.poi.ExcelUtil;
import com.ruoyi.group.domain.entity.GroupCmpmCountGongsi825;
import com.ruoyi.group.domain.entity.GroupCmpmCountLingshou825;
import com.ruoyi.group.domain.entity.GroupCustCountGongsi825;
import com.ruoyi.group.domain.entity.GroupCustCountLingshou825;
import com.ruoyi.group.service.IGroupPerformanceService;
import io.swagger.annotations.Api;
import io.swagger.annotations.ApiOperation;
import org.springframework.web.bind.annotation.GetMapping;
import org.springframework.web.bind.annotation.RequestMapping;
import org.springframework.web.bind.annotation.RequestParam;
import org.springframework.web.bind.annotation.RestController;
import javax.annotation.Resource;
import javax.servlet.http.HttpServletResponse;
import java.util.List;
@Api(tags = "客群业绩统计")
@RestController
@RequestMapping("/group/performance")
public class GroupPerformanceController extends BaseController {
@Resource
private IGroupPerformanceService groupPerformanceService;
@ApiOperation("查询零售客群业绩汇总列表")
@GetMapping("/ls/list")
public TableDataPageInfo<GroupCmpmCountLingshou825> selectLsCountList(String dt, String groupName) {
Page<Object> page = startPage();
List<GroupCmpmCountLingshou825> list = groupPerformanceService.selectLsCountList(dt, groupName);
return getDataTable(list, page);
}
@ApiOperation("查询公司客群业绩汇总列表")
@GetMapping("/gs/list")
public TableDataPageInfo<GroupCmpmCountGongsi825> selectGsCountList(String dt, String groupName) {
Page<Object> page = startPage();
List<GroupCmpmCountGongsi825> list = groupPerformanceService.selectGsCountList(dt, groupName);
return getDataTable(list, page);
}
@ApiOperation("查询零售客群客户明细")
@GetMapping("/ls/custList")
public TableDataPageInfo<GroupCustCountLingshou825> selectLsCustList(@RequestParam String groupId,
String custName,
String custIdc,
String dt) {
Page<Object> page = startPage();
List<GroupCustCountLingshou825> list = groupPerformanceService.selectLsCustList(groupId, custName, custIdc, dt);
return getDataTable(list, page);
}
@ApiOperation("查询公司客群客户明细")
@GetMapping("/gs/custList")
public TableDataPageInfo<GroupCustCountGongsi825> selectGsCustList(@RequestParam String groupId,
String custName,
String socialCreditCode,
String dt) {
Page<Object> page = startPage();
List<GroupCustCountGongsi825> list = groupPerformanceService.selectGsCustList(groupId, custName, socialCreditCode, dt);
return getDataTable(list, page);
}
@Log(title = "导出零售客群业绩汇总")
@ApiOperation(value = "导出零售客群业绩汇总", produces = "application/octet-stream")
@GetMapping("/exportLs")
public void exportLs(HttpServletResponse response, String dt, String groupName) {
try {
ExcelUtil<GroupCmpmCountLingshou825> util = new ExcelUtil<>(GroupCmpmCountLingshou825.class);
util.exportExcel(response, groupPerformanceService.selectLsCountList(dt, groupName), "零售客群业绩汇总");
} catch (Exception e) {
logger.error("导出零售客群业绩汇总失败", e);
}
}
@Log(title = "导出公司客群业绩汇总")
@ApiOperation(value = "导出公司客群业绩汇总", produces = "application/octet-stream")
@GetMapping("/exportGs")
public void exportGs(HttpServletResponse response, String dt, String groupName) {
try {
ExcelUtil<GroupCmpmCountGongsi825> util = new ExcelUtil<>(GroupCmpmCountGongsi825.class);
util.exportExcel(response, groupPerformanceService.selectGsCountList(dt, groupName), "公司客群业绩汇总");
} catch (Exception e) {
logger.error("导出公司客群业绩汇总失败", e);
}
}
@Log(title = "导出零售客群客户明细")
@ApiOperation(value = "导出零售客群客户明细", produces = "application/octet-stream")
@GetMapping("/exportLsCust")
public void exportLsCust(HttpServletResponse response,
@RequestParam String groupId,
String custName,
String custIdc,
String dt) {
try {
ExcelUtil<GroupCustCountLingshou825> util = new ExcelUtil<>(GroupCustCountLingshou825.class);
util.exportExcel(response, groupPerformanceService.selectLsCustList(groupId, custName, custIdc, dt), "零售客群客户明细");
} catch (Exception e) {
logger.error("导出零售客群客户明细失败", e);
}
}
@Log(title = "导出公司客群客户明细")
@ApiOperation(value = "导出公司客群客户明细", produces = "application/octet-stream")
@GetMapping("/exportGsCust")
public void exportGsCust(HttpServletResponse response,
@RequestParam String groupId,
String custName,
String socialCreditCode,
String dt) {
try {
ExcelUtil<GroupCustCountGongsi825> util = new ExcelUtil<>(GroupCustCountGongsi825.class);
util.exportExcel(response, groupPerformanceService.selectGsCustList(groupId, custName, socialCreditCode, dt), "公司客群客户明细");
} catch (Exception e) {
logger.error("导出公司客群客户明细失败", e);
}
}
}

24
ibs-group/src/main/java/com/ruoyi/group/domain/dto/CustGroupMemberQueryDTO.java
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@@ -13,6 +13,18 @@ import lombok.Data;
@ApiModel(description = "客群客户查询条件")
public class CustGroupMemberQueryDTO {
/**
* 页码
*/
@ApiModelProperty(value = "页码", hidden = true)
private Integer pageNum;
/**
* 每页数量
*/
@ApiModelProperty(value = "每页数量", hidden = true)
private Integer pageSize;
/**
* 客户类型：0=个人, 1=商户, 2=企业
*/
@@ -24,4 +36,16 @@ public class CustGroupMemberQueryDTO {
*/
@ApiModelProperty(value = "客户姓名")
private String custName;
/**
* 客户经理柜员号
*/
@ApiModelProperty(value = "客户经理柜员号")
private String userName;
/**
* 客户经理姓名
*/
@ApiModelProperty(value = "客户经理姓名")
private String nickName;
}

6
ibs-group/src/main/java/com/ruoyi/group/domain/dto/CustGroupQueryDTO.java
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@@ -39,6 +39,12 @@ public class CustGroupQueryDTO implements Serializable {
@ApiModelProperty(value = "客群状态", name = "groupStatus")
private String groupStatus;
/**
* 客群标签（模糊匹配）
*/
@ApiModelProperty(value = "客群标签", name = "groupTags")
private String groupTags;
/**
* 视图类型：mine=我创建的，sharedToMe=下发给我的
*/

29
ibs-group/src/main/java/com/ruoyi/group/domain/entity/CustGroup.java
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@@ -38,10 +38,10 @@ public class CustGroup {
private String groupMode;
/**
* 创建方式：1=模板导入, 2=绩效网格, 3=地理网格, 4=自定义网格
* 客群类型：0=零售类（个人+商户）, 1=公司类（企业）
*/
@ApiModelProperty(value = "创建方式：1=模板导入, 2=绩效网格, 3=地理网格, 4=自定义网格", name = "createMode")
private String createMode;
@ApiModelProperty(value = "客群类型：0=零售类（个人+商户）, 1=公司类（企业）", name = "groupType")
private String groupType;
/**
* 柜员号
@@ -123,23 +123,18 @@ public class CustGroup {
private String remark;
/**
* 网格类型：0=绩效网格, 1=地理网格, 2=绘制网格（动态客群使用）
* 客群标签（多个标签用逗号分隔）
*/
@ApiModelProperty(value = "网格类型", name = "gridType")
@ApiModelProperty(value = "客群标签（多个标签用逗号分隔）", name = "groupTags")
@TableField("group_tags")
private String groupTags;
/**
* 网格类型：0=绩效网格, 1=地理网格, 2=绘制网格（管户关系来源）
*/
@ApiModelProperty(value = "网格类型（管户关系来源）：0=绩效网格, 1=地理网格, 2=绘制网格", name = "gridType")
private String gridType;
/**
* 绩效业务类型：retail=零售, corporate=公司（动态客群使用）
*/
@ApiModelProperty(value = "绩效业务类型", name = "cmpmBizType")
private String cmpmBizType;
/**
* 客户经理列表（逗号分隔，动态客群使用）
*/
@ApiModelProperty(value = "客户经理列表", name = "gridUserNames")
private String gridUserNames;
/**
* 地理网格ID列表（逗号分隔，动态客群使用）
*/

48
ibs-group/src/main/java/com/ruoyi/group/domain/entity/CustGroupMember.java
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@@ -60,6 +60,48 @@ public class CustGroupMember {
@ApiModelProperty(value = "统信码（商户/企业有）", name = "socialCreditCode")
private String socialCreditCode;
/**
* 客户经理柜员号
*/
@ApiModelProperty(value = "客户经理柜员号", name = "userName")
@TableField("user_name")
private String userName;
/**
* 客户经理姓名
*/
@ApiModelProperty(value = "客户经理姓名", name = "nickName")
@TableField("nick_name")
private String nickName;
/**
* 网点ID
*/
@ApiModelProperty(value = "网点ID", name = "outletId")
@TableField("outlet_id")
private Long outletId;
/**
* 网点名称
*/
@ApiModelProperty(value = "网点名称", name = "outletName")
@TableField("outlet_name")
private String outletName;
/**
* 支行ID
*/
@ApiModelProperty(value = "支行ID", name = "branchId")
@TableField("branch_id")
private Long branchId;
/**
* 支行名称
*/
@ApiModelProperty(value = "支行名称", name = "branchName")
@TableField("branch_name")
private String branchName;
/**
* 创建者
*/
@@ -71,6 +113,12 @@ public class CustGroupMember {
@JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
private Date createTime;
/**
* 更新时间
*/
@JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
private Date updateTime;
/**
* 删除标识：0=正常, 1=删除
*/

199
ibs-group/src/main/java/com/ruoyi/group/domain/entity/GroupCmpmCountGongsi825.java Normal file
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@@ -0,0 +1,199 @@
package com.ruoyi.group.domain.entity;
import com.ruoyi.common.annotation.Excel;
import lombok.Data;
import java.io.Serializable;
/**
* 客群业绩汇总统计_公司825
*/
@Data
public class GroupCmpmCountGongsi825 implements Serializable {
private static final long serialVersionUID = 1L;
@Excel(name = "统计日期")
private String dt;
private String groupId;
@Excel(name = "客群名称")
private String groupName;
@Excel(name = "客群模式")
private String groupMode;
@Excel(name = "归属支行")
private String deptId;
@Excel(name = "归属支行名称")
private String deptName;
@Excel(name = "归属网点")
private String outletsId;
@Excel(name = "归属网点名称")
private String outletsName;
@Excel(name = "归属客户经理")
private String userName;
@Excel(name = "入格客户数")
private Integer custNum;
@Excel(name = "活期存款余额")
private String hqCurBalance;
@Excel(name = "保证金存款余额")
private String bzCurBalance;
@Excel(name = "贷款余额")
private String loanBalanceCny;
@Excel(name = "贴现余额")
private String financeProd711Balance;
@Excel(name = "承兑汇票余额")
private String financeProd716Balance;
@Excel(name = "贷款年日均")
private String loanYearDailyaverage;
@Excel(name = "签发承兑汇票率")
private String qfcdRat;
@Excel(name = "贴现业务率")
private String txRat;
@Excel(name = "保函业务率")
private String bhRat;
@Excel(name = "有效代发工资率")
private String yxdfgzRat;
@Excel(name = "代扣电费率")
private String dkdfRat;
@Excel(name = "代扣水费率")
private String dksfRat;
@Excel(name = "代扣税费率")
private String dkshfRat;
@Excel(name = "票据宝签约率")
private String pjbRat;
@Excel(name = "财资宝签约率")
private String czbRat;
@Excel(name = "收付宝签约率")
private String sfbRat;
@Excel(name = "贸融宝签约率")
private String mrbRat;
@Excel(name = "数字生态产品签约率")
private String szstRat;
@Excel(name = "开户率")
private String khRat;
@Excel(name = "国际结算业务率")
private String gjjsywRat;
@Excel(name = "远期结算汇业务率")
private String yqjshRat;
@Excel(name = "签发承兑汇票数")
private Integer qfcdNum;
@Excel(name = "贴现业务数")
private Integer txNum;
@Excel(name = "保函业务数")
private Integer bhNum;
@Excel(name = "有效代发工资数")
private Integer yxdfgzNum;
@Excel(name = "月均代发工资笔数")
private String ustrCountPerM;
@Excel(name = "月均代发工资金额(元)")
private String ustrBalM;
@Excel(name = "代扣电费数")
private Integer dkdfNum;
@Excel(name = "代扣水费数")
private Integer dksfNum;
@Excel(name = "代扣税费数")
private Integer dkshfNum;
@Excel(name = "票据宝签约数")
private Integer pjbNum;
@Excel(name = "财资宝签约数")
private Integer czbNum;
@Excel(name = "收付宝签约数")
private Integer sfbNum;
@Excel(name = "贸融宝签约数")
private Integer mrbNum;
@Excel(name = "数字生态产品签约数")
private Integer szstNum;
@Excel(name = "开户数")
private Integer khNum;
@Excel(name = "国际结算业务数")
private Integer gjjsywNum;
@Excel(name = "远期结算汇业务数")
private Integer yqjshNum;
private String regionCode;
private String opsDept;
@Excel(name = "合同签约率")
private String htqyRat;
@Excel(name = "合同签约数")
private Integer htqyNum;
private String deptType;
@Excel(name = "近365天已走访人数")
private String zf365cnt;
@Excel(name = "近180天已走访人数")
private String zf180cnt;
@Excel(name = "近90天已走访人数")
private String zf90cnt;
@Excel(name = "近30天已走访人数")
private String zf30cnt;
@Excel(name = "近365天走访率")
private String zf365rt;
@Excel(name = "近180天走访率")
private String zf180rt;
@Excel(name = "近90天走访率")
private String zf90rt;
@Excel(name = "近30天走访率")
private String zf30rt;
@Excel(name = "建档率")
private String phRat;
@Excel(name = "建档数")
private String phNum;
}

158
ibs-group/src/main/java/com/ruoyi/group/domain/entity/GroupCmpmCountLingshou825.java Normal file
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@@ -0,0 +1,158 @@
package com.ruoyi.group.domain.entity;
import com.ruoyi.common.annotation.Excel;
import lombok.Data;
import java.io.Serializable;
/**
* 客群业绩汇总统计_零售825
*/
@Data
public class GroupCmpmCountLingshou825 implements Serializable {
private static final long serialVersionUID = 1L;
@Excel(name = "统计日期")
private String dt;
private String groupId;
@Excel(name = "客群名称")
private String groupName;
@Excel(name = "客群模式")
private String groupMode;
@Excel(name = "归属支行机构号")
private String deptId;
@Excel(name = "归属支行名称")
private String deptName;
@Excel(name = "归属网点机构号")
private String outletsId;
@Excel(name = "归属网点名称")
private String outletsName;
@Excel(name = "归属客户经理")
private String userName;
@Excel(name = "入格客户数")
private Integer custNum;
@Excel(name = "近365天已走访人数")
private String zf365cnt;
@Excel(name = "近180天已走访人数")
private String zf180cnt;
@Excel(name = "近90天已走访人数")
private String zf90cnt;
@Excel(name = "近30天已走访人数")
private String zf30cnt;
@Excel(name = "近365天走访率")
private String zf365rt;
@Excel(name = "近180天走访率")
private String zf180rt;
@Excel(name = "近90天走访率")
private String zf90rt;
@Excel(name = "近30天走访率")
private String zf30rt;
@Excel(name = "活期存款余额（元）")
private String curBalD;
@Excel(name = "授信率（%）")
private String sxRat;
@Excel(name = "用信覆盖率")
private String yxRat;
@Excel(name = "授信户数")
private Integer sxNum;
@Excel(name = "用信户数")
private Integer yxNum;
@Excel(name = "授信金额（合同）")
private String sxBal;
@Excel(name = "贷款余额（元）")
private String balLoan;
@Excel(name = "贷款年日均（元）")
private String loanAve;
@Excel(name = "合同签约率（%）")
private String yxhtRat;
@Excel(name = "代扣电费覆盖率（%）")
private String dianRat;
@Excel(name = "代扣水费率（%）")
private String shuiRat;
@Excel(name = "代扣税费率（%）")
private String taxRat;
@Excel(name = "开户率（%）")
private String openRat;
@Excel(name = "合同签约客户数")
private Integer yxhtNum;
@Excel(name = "代扣电费客户数")
private Integer dianNum;
@Excel(name = "代扣水费客户数")
private Integer shuiNum;
@Excel(name = "代扣税费数")
private Integer taxNum;
@Excel(name = "开户数")
private Integer openNum;
@Excel(name = "存款余额（元）")
private String depBal;
@Excel(name = "财富余额（元）")
private String finBal;
@Excel(name = "个人核心客户数")
private Integer grhxNum;
@Excel(name = "财富有效客户数")
private Integer cfyxNum;
@Excel(name = "有效信用卡数")
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")
private Integer twoTo3SbkNum;
@Excel(name = "养老金迁移至社保卡户数")
private Integer yljToSbkNum;
@Excel(name = "丰收互联客户数")
private Integer fshlNum;
@Excel(name = "有效收单商户")
private Integer yxsdNum;
@Excel(name = "核心收单户数")
private String hxsdNum;
private String regionCode;
private String opsDept;
}

138
ibs-group/src/main/java/com/ruoyi/group/domain/entity/GroupCustCountGongsi825.java Normal file
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@@ -0,0 +1,138 @@
package com.ruoyi.group.domain.entity;
import com.ruoyi.common.annotation.Excel;
import lombok.Data;
import java.io.Serializable;
/**
* 客群客户明细统计_公司825
*/
@Data
public class GroupCustCountGongsi825 implements Serializable {
private static final long serialVersionUID = 1L;
private String groupId;
@Excel(name = "客户名称")
private String custName;
@Excel(name = "客户证件号")
private String socialCreditCode;
@Excel(name = "客户内码")
private String custIsn;
@Excel(name = "活期存款余额")
private String hqCurBalance;
@Excel(name = "保证金存款余额")
private String bzCurBalance;
@Excel(name = "是否授信")
private String isCredit;
@Excel(name = "贷款余额")
private String loanBalanceCny;
@Excel(name = "贷款年日均")
private String loanYearDailyaverage;
@Excel(name = "是否有签发承兑汇票")
private String financeProd716OpenFlag;
@Excel(name = "承兑汇票余额")
private String financeProd716Balance;
@Excel(name = "是否有贴现业务")
private String financeProd711OpenFlag;
@Excel(name = "贴现金额")
private String financeProd711Balance;
@Excel(name = "是否有保函业务")
private String intlBussinessJcbhOpenFlag;
@Excel(name = "是否为有效代发工资客户")
private String isUstr;
@Excel(name = "月均代发工资笔数")
private String ustrCountPerM;
@Excel(name = "月均代发工资金额(元)")
private String ustrBalM;
@Excel(name = "是否代扣电费")
private String elecchargeSignFlag;
@Excel(name = "是否代扣水费")
private String waterchargeSignFlag;
@Excel(name = "是否代扣税费")
private String taxdeductionSignFlag;
@Excel(name = "是否票据宝签约")
private String pjb;
@Excel(name = "是否财资宝签约")
private String czb;
@Excel(name = "是否收付宝签约")
private String sfb;
@Excel(name = "是否贸融宝签约")
private String mrb;
@Excel(name = "是否数字生态产品签约")
private String szst;
@Excel(name = "是否开户")
private String isOpenSts;
@Excel(name = "是否国际结算业务")
private String intlBussinessOpenFlag;
@Excel(name = "是否有远期结算汇业务")
private String intlBussiness325OpenFlag;
private String regionCode;
private String opsDept;
private String custType;
@Excel(name = "是否合同签约")
private String isHtqy;
@Excel(name = "归属支行名称")
private String deptName;
@Excel(name = "归属网点id")
private String outletsId;
@Excel(name = "归属网点名称")
private String outletsName;
@Excel(name = "归属客户经理")
private String userName;
@Excel(name = "归属支行id")
private String deptId;
@Excel(name = "近365天有无走访")
private String is365zf;
@Excel(name = "近180天有无走访")
private String is180zf;
@Excel(name = "近90天有无走访")
private String is90zf;
@Excel(name = "近30天有无走访")
private String is30zf;
private String dt;
@Excel(name = "是否建档")
private String isPh;
}

111
ibs-group/src/main/java/com/ruoyi/group/domain/entity/GroupCustCountLingshou825.java Normal file
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@@ -0,0 +1,111 @@
package com.ruoyi.group.domain.entity;
import com.ruoyi.common.annotation.Excel;
import lombok.Data;
import java.io.Serializable;
/**
* 客群客户明细统计_零售825
*/
@Data
public class GroupCustCountLingshou825 implements Serializable {
private static final long serialVersionUID = 1L;
private String groupId;
@Excel(name = "客户名称")
private String custName;
@Excel(name = "客户证件号")
private String custIdc;
@Excel(name = "客户内码")
private String custIsn;
@Excel(name = "活期存款余额")
private String curBalD;
@Excel(name = "贷款余额")
private String balLoan;
@Excel(name = "贷款年日均")
private String loanAve;
@Excel(name = "是否授信")
private String isSx;
@Excel(name = "是否用信")
private String isYx;
@Excel(name = "授信金额")
private String sxBal;
@Excel(name = "是否合同签约")
private String isYxht;
@Excel(name = "是否持有信用卡")
private String isXyk;
@Excel(name = "是否开通丰收互联")
private String fshl;
@Excel(name = "是否办理收单")
private String isSd;
@Excel(name = "是否代扣电费")
private String dian;
@Excel(name = "是否代扣水费")
private String shui;
@Excel(name = "是否代扣税费")
private String tax;
@Excel(name = "开户数")
private String openNum;
@Excel(name = "存款余额")
private String depBal;
@Excel(name = "财富余额")
private String finBal;
@Excel(name = "是否个人核心客户")
private String isGrhx;
@Excel(name = "是否财富有效客户")
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")
private String is2to3Sbk;
@Excel(name = "是否养老金迁移至社保卡")
private String isYljToSbk;
private String regionCode;
private String opsDept;
private String custType;
@Excel(name = "近365天有无走访")
private String is365zf;
@Excel(name = "近180天有无走访")
private String is180zf;
@Excel(name = "近90天有无走访")
private String is90zf;
@Excel(name = "近30天有无走访")
private String is30zf;
private String dt;
@Excel(name = "是否核心收单")
private String isHxsd;
}

42
ibs-group/src/main/java/com/ruoyi/group/domain/vo/CustGroupMemberVO.java
View File

@@ -57,10 +57,52 @@ public class CustGroupMemberVO {
@ApiModelProperty(value = "统信码（商户/企业有）", name = "socialCreditCode")
private String socialCreditCode;
/**
* 客户经理柜员号
*/
@ApiModelProperty(value = "客户经理柜员号", name = "userName")
private String userName;
/**
* 客户经理姓名
*/
@ApiModelProperty(value = "客户经理姓名", name = "nickName")
private String nickName;
/**
* 网点ID
*/
@ApiModelProperty(value = "网点ID", name = "outletId")
private Long outletId;
/**
* 网点名称
*/
@ApiModelProperty(value = "网点名称", name = "outletName")
private String outletName;
/**
* 支行ID
*/
@ApiModelProperty(value = "支行ID", name = "branchId")
private Long branchId;
/**
* 支行名称
*/
@ApiModelProperty(value = "支行名称", name = "branchName")
private String branchName;
/**
* 创建时间
*/
@JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
@ApiModelProperty(value = "创建时间", name = "createTime")
private Date createTime;
/**
* 存量状态：true=存量客户（系统存在），false=非存量客户（系统不存在）
*/
@ApiModelProperty(value = "存量状态：true=存量客户，false=非存量客户", name = "isExisting")
private Boolean isExisting;
}

28
ibs-group/src/main/java/com/ruoyi/group/domain/vo/CustGroupVO.java
View File

@@ -35,10 +35,10 @@ public class CustGroupVO {
private String groupMode;
/**
* 创建方式：1=模板导入, 2=绩效网格, 3=地理网格, 4=自定义网格
* 客群类型：0=零售类（个人+商户）, 1=公司类（企业）
*/
@ApiModelProperty(value = "创建方式：1=模板导入, 2=绩效网格, 3=地理网格, 4=自定义网格", name = "createMode")
private String createMode;
@ApiModelProperty(value = "客群类型：0=零售类（个人+商户）, 1=公司类（企业）", name = "groupType")
private String groupType;
/**
* 柜员号
@@ -114,6 +114,12 @@ public class CustGroupVO {
@ApiModelProperty(value = "备注", name = "remark")
private String remark;
/**
* 客群标签（多个标签用逗号分隔）
*/
@ApiModelProperty(value = "客群标签（多个标签用逗号分隔）", name = "groupTags")
private String groupTags;
/**
* 有效期截止时间
*/
@@ -128,23 +134,11 @@ public class CustGroupVO {
private String createStatus;
/**
* 网格类型：0=绩效网格, 1=地理网格, 2=绘制网格
* 网格类型（管户关系来源）：0=绩效网格, 1=地理网格, 2=绘制网格
*/
@ApiModelProperty(value = "网格类型", name = "gridType")
@ApiModelProperty(value = "网格类型（管户关系来源）：0=绩效网格, 1=地理网格, 2=绘制网格", name = "gridType")
private String gridType;
/**
* 绩效业务类型：retail=零售, corporate=公司
*/
@ApiModelProperty(value = "绩效业务类型", name = "cmpmBizType")
private String cmpmBizType;
/**
* 客户经理列表（逗号分隔）
*/
@ApiModelProperty(value = "客户经理列表", name = "gridUserNames")
private String gridUserNames;
/**
* 地理网格ID列表（逗号分隔）
*/

7
ibs-group/src/main/java/com/ruoyi/group/mapper/CustGroupMapper.java
View File

@@ -57,4 +57,11 @@ public interface CustGroupMapper extends BaseMapper<CustGroup> {
Long countVisibleCustGroup(@Param("id") Long id,
@Param("userName") String userName,
@Param("deptId") String deptId);
/**
* 查询所有已有的客群标签
*
* @return 标签列表
*/
List<String> selectAllGroupTags();
}

25
ibs-group/src/main/java/com/ruoyi/group/mapper/CustGroupMemberMapper.java
View File

@@ -33,4 +33,29 @@ public interface CustGroupMemberMapper extends BaseMapper<CustGroupMember> {
* @param memberList 客户列表
*/
void batchInsertMembers(@Param("list") List<CustGroupMember> memberList);
/**
* 批量查询个人客户是否存在（根据客户号+身份证号）
*
* @param custIds 客户号列表
* @return 存在的客户号列表
*/
List<String> selectExistingRetailCustIds(@Param("list") List<String> custIds);
/**
* 批量查询商户客户是否存在（根据客户号+统信码）
*
* @param custIds 客户号列表
* @return 存在的客户号列表
*/
List<String> selectExistingMerchantCustIds(@Param("list") List<String> custIds);
/**
* 批量查询企业客户是否存在（根据客户号+统信码）
*
* @param custIds 客户号列表
* @return 存在的客户号列表
*/
List<String> selectExistingBusinessCustIds(@Param("list") List<String> custIds);
}

22
ibs-group/src/main/java/com/ruoyi/group/mapper/GroupPerformanceMapper.java Normal file
View File

@@ -0,0 +1,22 @@
package com.ruoyi.group.mapper;
import com.ruoyi.group.domain.entity.GroupCmpmCountGongsi825;
import com.ruoyi.group.domain.entity.GroupCmpmCountLingshou825;
import com.ruoyi.group.domain.entity.GroupCustCountGongsi825;
import com.ruoyi.group.domain.entity.GroupCustCountLingshou825;
import org.apache.ibatis.annotations.Mapper;
import java.util.HashMap;
import java.util.List;
@Mapper
public interface GroupPerformanceMapper {
List<GroupCmpmCountLingshou825> selectLsCountList(HashMap<String, Object> paramMap);
List<GroupCmpmCountGongsi825> selectGsCountList(HashMap<String, Object> paramMap);
List<GroupCustCountLingshou825> selectLsCustList(HashMap<String, Object> paramMap);
List<GroupCustCountGongsi825> selectGsCustList(HashMap<String, Object> paramMap);
}

52
ibs-group/src/main/java/com/ruoyi/group/service/ICustGroupService.java
View File

@@ -1,7 +1,6 @@
package com.ruoyi.group.service;
import com.ruoyi.group.domain.dto.CustGroupQueryDTO;
import com.ruoyi.group.domain.dto.GridImportDTO;
import com.ruoyi.group.domain.entity.CustGroup;
import com.ruoyi.group.domain.vo.CustGroupVO;
import org.springframework.web.multipart.MultipartFile;
@@ -17,88 +16,56 @@ public interface ICustGroupService {
/**
* 查询客群列表
*
* @param dto 查询条件
* @return 客群VO列表
*/
List<CustGroupVO> listCustGroup(CustGroupQueryDTO dto);
/**
* 根据ID查询客群详情
*
* @param id 客群ID
* @return 客群VO
*/
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）
* gridType、regionGridIds、drawGridIds 从 custGroup 中获取
*
* @param custGroup 客群实体
* @param file Excel文件
* @param custGroup 客群实体（包含 gridType、regionGridIds、drawGridIds）
* @param file Excel文件
* @return 客群ID
*/
String createCustGroupByTemplate(CustGroup custGroup, MultipartFile file);
/**
* 异步创建客群（网格导入）
*
* @param gridImportDTO 网格导入条件
* @return 客群ID
*/
String createCustGroupByGrid(GridImportDTO gridImportDTO);
/**
* 更新客群（网格导入）
*
* @param gridImportDTO 网格导入条件
* @return 结果消息
*/
String updateCustGroupByGrid(GridImportDTO gridImportDTO);
/**
* 更新客群（模板导入）
* gridType、regionGridIds、drawGridIds 从 custGroup 中获取
*
* @param custGroup 客群实体
* @param file Excel文件
* @param custGroup 客群实体（包含 gridType、regionGridIds、drawGridIds）
* @param file Excel文件
* @return 结果消息
*/
String updateCustGroupByTemplate(CustGroup custGroup, MultipartFile file);
/**
* 删除客群
*
* @param idList 客群ID列表
* @return 结果消息
*/
String deleteCustGroup(List<Long> idList);
/**
* 检查客群名称是否存在
*
* @param groupName 客群名称
* @return true=存在, false=不存在
*/
boolean checkGroupNameExist(String groupName);
/**
* 查询客群创建状态
*
* @param id 客群ID
* @return 创建状态：0=创建中, 1=创建成功, 2=创建失败
*/
String getCreateStatus(Long id);
/**
* 更新动态客群（定时任务调用）
* 根据原始导入条件重新查询并更新客户列表
*/
void updateDynamicCustGroups();
@@ -107,4 +74,11 @@ public interface ICustGroupService {
*/
void checkAndDisableExpiredGroups();
/**
* 获取所有已有的客群标签列表
*
* @return 标签列表
*/
List<String> getAllGroupTags();
}

19
ibs-group/src/main/java/com/ruoyi/group/service/IGroupPerformanceService.java Normal file
View File

@@ -0,0 +1,19 @@
package com.ruoyi.group.service;
import com.ruoyi.group.domain.entity.GroupCmpmCountGongsi825;
import com.ruoyi.group.domain.entity.GroupCmpmCountLingshou825;
import com.ruoyi.group.domain.entity.GroupCustCountGongsi825;
import com.ruoyi.group.domain.entity.GroupCustCountLingshou825;
import java.util.List;
public interface IGroupPerformanceService {
List<GroupCmpmCountLingshou825> selectLsCountList(String dt, String groupName);
List<GroupCmpmCountGongsi825> selectGsCountList(String dt, String groupName);
List<GroupCustCountLingshou825> selectLsCustList(String groupId, String custName, String custIdc, String dt);
List<GroupCustCountGongsi825> selectGsCustList(String groupId, String custName, String socialCreditCode, String dt);
}

64
ibs-group/src/main/java/com/ruoyi/group/service/impl/CustGroupMemberServiceImpl.java
View File

@@ -10,11 +10,16 @@ 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 com.github.pagehelper.PageHelper;
import org.springframework.stereotype.Service;
import org.springframework.transaction.annotation.Transactional;
import javax.annotation.Resource;
import java.util.ArrayList;
import java.util.HashSet;
import java.util.List;
import java.util.Set;
import java.util.stream.Collectors;
/**
* 客群客户服务实现类
@@ -36,7 +41,64 @@ public class CustGroupMemberServiceImpl implements ICustGroupMemberService {
@Override
public List<CustGroupMemberVO> listCustGroupMembers(Long groupId, CustGroupMemberQueryDTO dto) {
custGroupService.checkCustGroupViewPermission(groupId);
return custGroupMemberMapper.selectCustGroupMemberList(groupId, dto);
// 在权限检查之后启动分页，避免权限检查SQL消耗分页设置
int pageNum = dto.getPageNum() != null ? dto.getPageNum() : 1;
int pageSize = dto.getPageSize() != null ? dto.getPageSize() : 10;
PageHelper.startPage(pageNum, pageSize);
// 1. 查询客群成员列表（分页）
List<CustGroupMemberVO> memberList = custGroupMemberMapper.selectCustGroupMemberList(groupId, dto);
if (memberList == null || memberList.isEmpty()) {
return memberList;
}
// 2. 按客户类型分组，批量查询存量状态
// 个人客户
List<String> retailCustIds = memberList.stream()
.filter(m -> "0".equals(m.getCustType()))
.map(CustGroupMemberVO::getCustId)
.collect(Collectors.toList());
// 商户客户
List<String> merchantCustIds = memberList.stream()
.filter(m -> "1".equals(m.getCustType()))
.map(CustGroupMemberVO::getCustId)
.collect(Collectors.toList());
// 企业客户
List<String> businessCustIds = memberList.stream()
.filter(m -> "2".equals(m.getCustType()))
.map(CustGroupMemberVO::getCustId)
.collect(Collectors.toList());
// 3. 批量查询各类型存量客户
Set<String> existingRetailCustIds = new HashSet<>();
Set<String> existingMerchantCustIds = new HashSet<>();
Set<String> existingBusinessCustIds = new HashSet<>();
if (!retailCustIds.isEmpty()) {
existingRetailCustIds.addAll(custGroupMemberMapper.selectExistingRetailCustIds(retailCustIds));
}
if (!merchantCustIds.isEmpty()) {
existingMerchantCustIds.addAll(custGroupMemberMapper.selectExistingMerchantCustIds(merchantCustIds));
}
if (!businessCustIds.isEmpty()) {
existingBusinessCustIds.addAll(custGroupMemberMapper.selectExistingBusinessCustIds(businessCustIds));
}
// 4. 填充存量状态
for (CustGroupMemberVO member : memberList) {
String custType = member.getCustType();
String custId = member.getCustId();
if ("0".equals(custType)) {
member.setIsExisting(existingRetailCustIds.contains(custId));
} else if ("1".equals(custType)) {
member.setIsExisting(existingMerchantCustIds.contains(custId));
} else if ("2".equals(custType)) {
member.setIsExisting(existingBusinessCustIds.contains(custId));
} else {
member.setIsExisting(false);
}
}
return memberList;
}
@Override

1075
ibs-group/src/main/java/com/ruoyi/group/service/impl/CustGroupServiceImpl.java
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104
ibs-group/src/main/java/com/ruoyi/group/service/impl/GroupPerformanceServiceImpl.java Normal file
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@@ -0,0 +1,104 @@
package com.ruoyi.group.service.impl;
import com.ruoyi.common.utils.SecurityUtils;
import com.ruoyi.group.domain.entity.GroupCmpmCountGongsi825;
import com.ruoyi.group.domain.entity.GroupCmpmCountLingshou825;
import com.ruoyi.group.domain.entity.GroupCustCountGongsi825;
import com.ruoyi.group.domain.entity.GroupCustCountLingshou825;
import com.ruoyi.group.mapper.GroupPerformanceMapper;
import com.ruoyi.group.service.IGroupPerformanceService;
import org.springframework.stereotype.Service;
import javax.annotation.Resource;
import java.util.HashMap;
import java.util.List;
@Service
public class GroupPerformanceServiceImpl implements IGroupPerformanceService {
@Resource
private GroupPerformanceMapper groupPerformanceMapper;
@Override
public List<GroupCmpmCountLingshou825> selectLsCountList(String dt, String groupName) {
return groupPerformanceMapper.selectLsCountList(buildLsCountParams(dt, groupName));
}
private HashMap<String, Object> buildLsCountParams(String dt, String groupName) {
HashMap<String, Object> paramMap = new HashMap<>();
if (SecurityUtils.userRole().equals("branch")) {
paramMap.put("isBranch", true);
}
if (SecurityUtils.userRole().equals("outlet")) {
paramMap.put("isOutlet", true);
}
if (SecurityUtils.userRole().equals("manager")) {
paramMap.put("isManager", true);
}
paramMap.put("deptId", SecurityUtils.getDeptId());
paramMap.put("userName", SecurityUtils.getUsername());
paramMap.put("dt", dt);
paramMap.put("groupName", groupName);
return paramMap;
}
@Override
public List<GroupCmpmCountGongsi825> selectGsCountList(String dt, String groupName) {
HashMap<String, Object> paramMap = new HashMap<>();
paramMap.put("userRole", "head");
if (SecurityUtils.userRole().equals("branch")) {
paramMap.put("userRole", "branch");
paramMap.put("isBranch", true);
}
if (SecurityUtils.userRole().equals("outlet")) {
paramMap.put("userRole", "outlet");
paramMap.put("isOutlet", true);
}
if (SecurityUtils.userRole().equals("manager")) {
paramMap.put("userRole", "manager");
paramMap.put("isManager", true);
}
paramMap.put("deptId", SecurityUtils.getDeptId());
paramMap.put("userName", SecurityUtils.getUsername());
paramMap.put("dt", dt);
paramMap.put("groupName", groupName);
return groupPerformanceMapper.selectGsCountList(paramMap);
}
@Override
public List<GroupCustCountLingshou825> selectLsCustList(String groupId, String custName, String custIdc, String dt) {
return groupPerformanceMapper.selectLsCustList(buildLsCustParams(groupId, custName, custIdc, dt));
}
private HashMap<String, Object> buildLsCustParams(String groupId, String custName, String custIdc, String dt) {
HashMap<String, Object> paramMap = new HashMap<>();
paramMap.put("deptId", SecurityUtils.getDeptId());
paramMap.put("userName", SecurityUtils.getUsername());
paramMap.put("groupId", groupId);
paramMap.put("custName", custName);
paramMap.put("custIdc", custIdc);
paramMap.put("dt", dt);
return paramMap;
}
@Override
public List<GroupCustCountGongsi825> selectGsCustList(String groupId, String custName, String socialCreditCode, String dt) {
HashMap<String, Object> paramMap = new HashMap<>();
if (SecurityUtils.userRole().equals("branch")) {
paramMap.put("isBranch", true);
}
if (SecurityUtils.userRole().equals("outlet")) {
paramMap.put("isOutlet", true);
}
if (SecurityUtils.userRole().equals("manager")) {
paramMap.put("isManager", true);
}
paramMap.put("deptId", SecurityUtils.getDeptId());
paramMap.put("userName", SecurityUtils.getUsername());
paramMap.put("groupId", groupId);
paramMap.put("custName", custName);
paramMap.put("socialCreditCode", socialCreditCode);
paramMap.put("dt", dt);
return groupPerformanceMapper.selectGsCustList(paramMap);
}
}

24
ibs-group/src/main/resources/mapper/group/CustGroupMapper.xml
View File

@@ -40,13 +40,14 @@
cg.id,
cg.group_name,
cg.group_mode,
cg.create_mode,
cg.group_type,
cg.user_name,
cg.nick_name,
cg.dept_id,
cg.share_enabled,
cg.share_dept_ids,
cg.group_status,
cg.group_tags,
cg.create_by,
cg.create_time,
cg.update_by,
@@ -65,12 +66,12 @@
<if test="dto.groupMode != null and dto.groupMode != ''">
AND cg.group_mode = #{dto.groupMode}
</if>
<if test="dto.createMode != null and dto.createMode != ''">
AND cg.create_mode = #{dto.createMode}
</if>
<if test="dto.groupStatus != null and dto.groupStatus != ''">
AND cg.group_status = #{dto.groupStatus}
</if>
<if test="dto.groupTags != null and dto.groupTags != ''">
AND cg.group_tags LIKE CONCAT('%', #{dto.groupTags}, '%')
</if>
</where>
ORDER BY cg.create_time DESC
</select>
@@ -80,13 +81,14 @@
cg.id,
cg.group_name,
cg.group_mode,
cg.create_mode,
cg.group_type,
cg.user_name,
cg.nick_name,
cg.dept_id,
cg.share_enabled,
cg.share_dept_ids,
cg.group_status,
cg.group_tags,
cg.valid_time,
cg.create_by,
cg.create_time,
@@ -95,8 +97,6 @@
cg.remark,
cg.create_status,
cg.grid_type,
cg.cmpm_biz_type,
cg.grid_user_names,
cg.region_grid_ids,
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
@@ -116,4 +116,14 @@
<include refid="custGroupVisibleBaseCondition"/>
</select>
<select id="selectAllGroupTags" resultType="java.lang.String">
SELECT DISTINCT group_tags
FROM ibs_cust_group
WHERE del_flag = '0'
AND create_status = '1'
AND group_tags IS NOT NULL
AND group_tags != ''
ORDER BY group_tags
</select>
</mapper>

59
ibs-group/src/main/resources/mapper/group/CustGroupMemberMapper.xml
View File

@@ -13,6 +13,12 @@
cgm.cust_name,
cgm.cust_idc,
cgm.social_credit_code,
cgm.user_name,
cgm.nick_name,
cgm.outlet_id,
cgm.outlet_name,
cgm.branch_id,
cgm.branch_name,
cgm.create_time
FROM ibs_cust_group_member cgm
<where>
@@ -24,17 +30,66 @@
<if test="dto != null and dto.custName != null and dto.custName != ''">
AND cgm.cust_name LIKE CONCAT('%', #{dto.custName}, '%')
</if>
<if test="dto != null and dto.userName != null and dto.userName != ''">
AND cgm.user_name = #{dto.userName}
</if>
<if test="dto != null and dto.nickName != null and dto.nickName != ''">
AND cgm.nick_name LIKE CONCAT('%', #{dto.nickName}, '%')
</if>
</where>
ORDER BY cgm.create_time ASC
</select>
<!-- 批量查询个人客户是否存在 -->
<select id="selectExistingRetailCustIds" resultType="String">
SELECT DISTINCT t.cust_id
FROM ibs_cust_group_member t
INNER JOIN cust_info_retail c ON t.cust_id = c.cust_id AND t.cust_idc = c.cust_idc
WHERE t.del_flag = '0'
AND t.cust_type = '0'
AND t.cust_id IN
<foreach collection="list" item="item" open="(" separator="," close=")">
#{item}
</foreach>
</select>
<!-- 批量查询商户客户是否存在 -->
<select id="selectExistingMerchantCustIds" resultType="String">
SELECT DISTINCT t.cust_id
FROM ibs_cust_group_member t
INNER JOIN cust_info_merchant c ON t.cust_id = c.cust_id AND t.social_credit_code = c.social_credit_code
WHERE t.del_flag = '0'
AND t.cust_type = '1'
AND t.cust_id IN
<foreach collection="list" item="item" open="(" separator="," close=")">
#{item}
</foreach>
</select>
<!-- 批量查询企业客户是否存在 -->
<select id="selectExistingBusinessCustIds" resultType="String">
SELECT DISTINCT t.cust_id
FROM ibs_cust_group_member t
INNER JOIN cust_info_business c ON t.cust_id = c.cust_id AND t.social_credit_code = c.social_credit_code
WHERE t.del_flag = '0'
AND t.cust_type = '2'
AND t.cust_id IN
<foreach collection="list" item="item" open="(" separator="," close=")">
#{item}
</foreach>
</select>
<!-- 批量插入客群客户（INSERT IGNORE，遇到重复键自动跳过） -->
<insert id="batchInsertMembers">
INSERT IGNORE INTO ibs_cust_group_member
(group_id, cust_type, cust_id, cust_name, cust_idc, social_credit_code, create_by, create_time, del_flag, manual_remove)
(group_id, cust_type, cust_id, cust_name, cust_idc, social_credit_code,
user_name, nick_name, outlet_id, outlet_name, branch_id, branch_name,
create_by, create_time, del_flag, manual_remove)
VALUES
<foreach collection="list" item="item" index="index" separator=",">
(#{item.groupId}, #{item.custType}, #{item.custId}, #{item.custName}, #{item.custIdc}, #{item.socialCreditCode}, #{item.createBy}, NOW(), '0', '0')
(#{item.groupId}, #{item.custType}, #{item.custId}, #{item.custName}, #{item.custIdc}, #{item.socialCreditCode},
#{item.userName}, #{item.nickName}, #{item.outletId}, #{item.outletName}, #{item.branchId}, #{item.branchName},
#{item.createBy}, NOW(), '0', '0')
</foreach>
</insert>

245
ibs-group/src/main/resources/mapper/group/GroupPerformanceMapper.xml Normal file
View File

@@ -0,0 +1,245 @@
<?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.group.mapper.GroupPerformanceMapper">
<select id="selectLsCountList" resultType="com.ruoyi.group.domain.entity.GroupCmpmCountLingshou825">
SELECT
dt,
group_id,
group_name,
group_mode,
dept_id,
dept_name,
outlets_id,
outlets_name,
user_name,
cust_num,
zf_365cnt,
zf_180cnt,
zf_90cnt,
zf_30cnt,
zf_365rt,
zf_180rt,
zf_90rt,
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,
hxsd_num,
region_code,
ops_dept
FROM group_cmpm_count_lingshou_825
<where>
<if test="dt != null and dt != ''">and dt = #{dt}</if>
<if test="groupName != null and groupName != ''">and group_name like concat('%', #{groupName}, '%')</if>
<if test="isBranch == true">and dept_id like concat('%',concat(#{deptId},'%'))</if>
<if test="isOutlet == true">and outlets_id like concat('%',concat(#{deptId},'%'))</if>
<if test="isManager == true">and user_name like concat('%',concat(#{userName},'%'))</if>
</where>
</select>
<select id="selectGsCountList" resultType="com.ruoyi.group.domain.entity.GroupCmpmCountGongsi825">
SELECT
dt,
group_id,
group_name,
group_mode,
dept_id,
dept_name,
outlets_id,
outlets_name,
user_name,
cust_num,
hq_cur_balance,
bz_cur_balance,
loan_balance_cny,
finance_prod_711_balance,
finance_prod_716_balance,
loan_year_dailyaverage,
qfcd_rat,
tx_rat,
bh_rat,
yxdfgz_rat,
dkdf_rat,
dksf_rat,
dkshf_rat,
pjb_rat,
czb_rat,
sfb_rat,
mrb_rat,
szst_rat,
kh_rat,
gjjsyw_rat,
yqjsh_rat,
qfcd_num,
tx_num,
bh_num,
yxdfgz_num,
ustr_count_per_m,
ustr_bal_m,
dkdf_num,
dksf_num,
dkshf_num,
pjb_num,
czb_num,
sfb_num,
mrb_num,
szst_num,
kh_num,
gjjsyw_num,
yqjsh_num,
region_code,
ops_dept,
htqy_rat,
htqy_num,
dept_type,
zf_365cnt,
zf_180cnt,
zf_90cnt,
zf_30cnt,
zf_365rt,
zf_180rt,
zf_90rt,
zf_30rt,
ph_rat,
ph_num
FROM group_cmpm_count_gongsi_825
<where>
<if test="dt != null and dt != ''">and dt = #{dt}</if>
<if test="groupName != null and groupName != ''">and group_name like concat('%', #{groupName}, '%')</if>
<if test=" isBranch == true">and dept_id like concat('%',concat(#{deptId},'%'))</if>
<if test=" isOutlet == true">and outlets_id like concat('%',concat(#{deptId},'%'))</if>
<if test=" isManager == true">and user_name like concat('%',concat(#{userName},'%'))</if>
</where>
</select>
<select id="selectLsCustList" resultType="com.ruoyi.group.domain.entity.GroupCustCountLingshou825">
SELECT
group_id,
cust_name,
cust_idc,
cust_isn,
cur_bal_d,
bal_loan,
loan_ave,
is_sx,
is_yx,
sx_bal,
is_yxht,
is_xyk,
fshl,
is_sd,
dian,
shui,
tax,
open_num,
dep_bal,
fin_bal,
is_grhx,
is_cfyx,
is_yxsbk,
is_2to3_sbk,
is_ylj_to_sbk,
region_code,
ops_dept,
cust_type,
is_365zf,
is_180zf,
is_90zf,
is_30zf,
dt,
is_hxsd
FROM group_cust_count_lingshou_825
<where>
group_id = #{groupId}
<if test="dt != null and dt != ''">and dt = #{dt}</if>
<if test="custName != null and custName != ''">and cust_name like concat('%', #{custName}, '%')</if>
<if test="custIdc != null and custIdc != ''">and cust_idc like concat('%', #{custIdc}, '%')</if>
</where>
</select>
<select id="selectGsCustList" resultType="com.ruoyi.group.domain.entity.GroupCustCountGongsi825">
SELECT
group_id,
cust_name,
social_credit_code,
cust_isn,
hq_cur_balance,
bz_cur_balance,
is_credit,
loan_balance_cny,
loan_year_dailyaverage,
finance_prod_716_open_flag,
finance_prod_716_balance,
finance_prod_711_open_flag,
finance_prod_711_balance,
intl_bussiness_jcbh_open_flag,
is_ustr,
ustr_count_per_m,
ustr_bal_m,
eleccharge_sign_flag,
watercharge_sign_flag,
taxdeduction_sign_flag,
pjb,
czb,
sfb,
mrb,
szst,
is_open_sts,
intl_bussiness_open_flag,
intl_bussiness_325_open_flag,
region_code,
ops_dept,
cust_type,
is_htqy,
dept_name,
outlets_id,
outlets_name,
user_name,
dept_id,
is_365zf,
is_180zf,
is_90zf,
is_30zf,
dt,
is_ph
FROM group_cust_count_gongsi_825
<where>
group_id = #{groupId}
<if test="dt != null and dt != ''">and dt = #{dt}</if>
<if test="isBranch == true">and dept_id like concat('%',concat(#{deptId},'%'))</if>
<if test="isOutlet == true">and outlets_id like concat('%',concat(#{deptId},'%'))</if>
<if test="isManager == true">and user_name like concat('%',concat(#{userName},'%'))</if>
<if test="custName != null and custName != ''">and cust_name like concat('%', #{custName}, '%')</if>
<if test="socialCreditCode != null and socialCreditCode != ''">and social_credit_code like concat('%', #{socialCreditCode}, '%')</if>
</where>
</select>
</mapper>

9
ibs/src/main/java/com/ruoyi/ibs/cmpm/controller/GridCmpmController.java
View File

@@ -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,

53
ruoyi-ui/src/api/group/custGroup.js
View File

@@ -17,15 +17,6 @@ export function getCustGroup(id) {
})
}
// 异步创建客群（网格导入）
export function createCustGroupByGrid(data) {
return request({
url: '/group/cust/createByGrid',
method: 'post',
data: data
})
}
// 异步创建客群（模板导入）
export function createCustGroupByTemplate(data) {
return request({
@@ -36,24 +27,6 @@ export function createCustGroupByTemplate(data) {
})
}
// 更新客群
export function updateCustGroup(data) {
return request({
url: '/group/cust/update',
method: 'post',
data: data
})
}
// 更新客群（网格导入）
export function updateCustGroupByGrid(data) {
return request({
url: '/group/cust/updateByGrid',
method: 'post',
data: data
})
}
// 更新客群（模板导入）
export function updateCustGroupByTemplate(data) {
return request({
@@ -100,24 +73,6 @@ export function removeMembers(groupId, memberIds) {
})
}
// 检查客群名称是否存在
export function checkGroupNameExist(groupName) {
return request({
url: '/group/cust/checkName',
method: 'get',
params: { groupName: groupName }
})
}
// 根据网格类型获取客户经理列表
export function getManagerList(gridType) {
return request({
url: '/grid/cmpm/managerList',
method: 'get',
params: { gridType: gridType }
})
}
// 分页查询客群成员列表
export function listCustGroupMembers(groupId, query) {
return request({
@@ -135,3 +90,11 @@ export function getRegionGridListForGroup(query) {
params: query
})
}
// 获取所有客群标签列表
export function getAllGroupTags() {
return request({
url: '/group/cust/tags',
method: 'get'
})
}

69
ruoyi-ui/src/api/group/performance.js Normal file
View File

@@ -0,0 +1,69 @@
import request from '@/utils/request';
export function getGroupPerformanceLsList(params) {
return request({
url: '/group/performance/ls/list',
method: 'get',
params
});
}
export function getGroupPerformanceGsList(params) {
return request({
url: '/group/performance/gs/list',
method: 'get',
params
});
}
export function getGroupPerformanceLsCustList(params) {
return request({
url: '/group/performance/ls/custList',
method: 'get',
params
});
}
export function getGroupPerformanceGsCustList(params) {
return request({
url: '/group/performance/gs/custList',
method: 'get',
params
});
}
export function exportGroupPerformanceLs(params) {
return request({
url: '/group/performance/exportLs',
method: 'get',
params,
responseType: 'blob'
});
}
export function exportGroupPerformanceGs(params) {
return request({
url: '/group/performance/exportGs',
method: 'get',
params,
responseType: 'blob'
});
}
export function exportGroupPerformanceLsCust(params) {
return request({
url: '/group/performance/exportLsCust',
method: 'get',
params,
responseType: 'blob'
});
}
export function exportGroupPerformanceGsCust(params) {
return request({
url: '/group/performance/exportGsCust',
method: 'get',
params,
responseType: 'blob'
});
}

26
ruoyi-ui/src/router/index.js
View File

@@ -238,6 +238,28 @@ export const constantRoutes = [
component: () => import('@/views/group/custGroup/detail')
}]
},
{
path: '/center/groupPerformance/list',
component: Layout,
hidden: true,
children: [{
path: '/center/groupPerformance/list',
name: 'GroupPerformanceList',
meta: { title: '客群业绩统计', activeMenu: '/center/groupPerformance/list' },
component: () => import('@/views/group/performance/list')
}]
},
{
path: '/center/groupPerformance/custom',
component: Layout,
hidden: true,
children: [{
path: '/center/groupPerformance/custom',
name: 'GroupPerformanceCustom',
meta: { title: '客群客户明细', activeMenu: '/center/groupPerformance/list' },
component: () => import('@/views/group/performance/custom')
}]
},
{
path: '/checklist/customerlist',
component: Layout,
@@ -353,8 +375,8 @@ export const constantRoutes = [
meta: { title: '个人中心', icon: 'user' }
}
]
},
];
}
];
// 动态路由，基于用户权限动态去加载
export const dynamicRoutes = [

9
ruoyi-ui/src/views/customer/charts/360charts/commercial/index.vue
View File

@@ -432,7 +432,7 @@
v-if="item.cmpmType == '贷款客户经理'"
:label="`${item.cmpmType}：`"
>
<span>{{ item.cmpmUserList }}</span>
<span>{{ is932Dept ? `${baseForm.belongUserName}-${baseForm.belongUserId}` : item.cmpmUserList }}</span>
</el-form-item>
</el-col>
</el-row>
@@ -1242,6 +1242,7 @@ export default {
businessScope: '',
gridUserName: '',
belongUserName: '',
belongUserId: '',
updateTime: ''
},
registerLocationNum: '',
@@ -1374,7 +1375,7 @@ export default {
Custom
},
computed: {
...mapGetters(['roles', 'userName']),
...mapGetters(['roles', 'userName', 'deptId']),
isHeadAdmin() {
return this.roles.includes('headAdmin')
},
@@ -1386,6 +1387,10 @@ export default {
isPrivate() {
return this.roles.includes('headPrivate')
},
// 是否932开头部门
is932Dept() {
return String(this.deptId || '').substring(0, 3) === '932'
},
// 运管部
isHeadOps() {
return this.roles.includes('headOps')

6
ruoyi-ui/src/views/customer/charts/360charts/firm/index.vue
View File

@@ -437,7 +437,7 @@
v-if="item.cmpmType == '贷款客户经理'"
:label="`${item.cmpmType}：`"
>
<span>{{ item.cmpmUserList }}</span>
<span>{{ is932Dept ? `${baseForm.belongUserName}-${baseForm.belongUserId}` : item.cmpmUserList }}</span>
</el-form-item>
</el-col>
</el-row>
@@ -1460,6 +1460,7 @@ export default {
tel: '',
gridUserName: '',
belongUserName: '',
belongUserId: '',
updateTime: ''
},
registerLocationNum: '',
@@ -1663,6 +1664,9 @@ export default {
},
is825() {
return String(this.deptId || '').substring(0, 3) === '825'
},
is932Dept() {
return String(this.deptId || '').substring(0, 3) === '932'
}
},
created() {

8
ruoyi-ui/src/views/customer/charts/360charts/indexcharts/index.vue
View File

@@ -364,7 +364,7 @@
v-if="item.cmpmType == '贷款客户经理'"
:label="`${item.cmpmType}：`"
>
<span>{{ item.cmpmUserList }}</span>
<span>{{ is932Dept ? `${profile.belongUserName}-${profile.belongUserId}` : item.cmpmUserList }}</span>
</el-form-item>
</el-col>
</el-row>
@@ -1663,7 +1663,7 @@ export default {
CustContact
},
computed: {
...mapGetters(['roles', 'userName']),
...mapGetters(['roles', 'userName', 'deptId']),
isHeadAdmin() {
return this.roles.includes('headAdmin')
},
@@ -1675,6 +1675,10 @@ export default {
isPrivate() {
return this.roles.includes('headPrivate')
},
// 是否932开头部门
is932Dept() {
return String(this.deptId || '').substring(0, 3) === '932'
},
// 运管部
isHeadOps() {
return this.roles.includes('headOps')

6
ruoyi-ui/src/views/grid/performance/list/list.js
View File

@@ -235,10 +235,11 @@ export const privateColumnsNew825 = [
{ prop: 'cfyxNum', label: '财富有效客户数', width: 150 },
{ prop: 'yxxykNum', label: '有效信用卡数', width: 140 },
{ prop: 'yxsbkNum', label: '有效社保卡户数', width: 150 },
{ prop: 'twoTo3SbkNum', label: '二换三社保卡户数', width: 160 },
{ prop: 'twoTo3SbkNum', label: '有效社保卡新增', width: 160 },
{ prop: 'yljToSbkNum', label: '养老金迁移至社保卡户数', width: 180 },
{ prop: 'fshlNum', label: '丰收互联客户数', width: 150 },
{ prop: 'yxsdNum', label: '有效收单商户', width: 140 },
{ prop: 'hxsdNum', label: '核心收单户数', width: 140 },
{ prop: 'zf365rt', label: '近365天走访率', width: 140 },
{ prop: 'zf180rt', label: '近180天走访率', width: 140 },
{ prop: 'zf90rt', label: '近90天走访率', width: 140 },
@@ -638,8 +639,9 @@ export const privateTotalColumnsNew825 = [
{ prop: 'isGrhx', label: '是否个人核心客户', width: 140 },
{ prop: 'isCfyx', label: '是否财富有效客户', width: 140 },
{ prop: 'isYxsbk', label: '是否有效社保卡客户', width: 150 },
{ prop: 'is2to3Sbk', label: '是否二换三社保卡', width: 150 },
{ prop: 'is2to3Sbk', label: '是否有效社保卡新增', width: 150 },
{ prop: 'isYljToSbk', label: '是否养老金迁移至社保卡', width: 180 },
{ prop: 'isHxsd', label: '是否核心收单', width: 120 },
{ prop: 'is365zf', label: '近365天有无走访', width: 140 },
{ prop: 'is180zf', label: '近180天有无走访', width: 140 },
{ prop: 'is90zf', label: '近90天有无走访', width: 140 },

702
ruoyi-ui/src/views/group/custGroup/components/create-dialog.vue
View File

@@ -22,11 +22,22 @@
<el-radio label="0">静态客群</el-radio>
<el-radio label="1">动态客群</el-radio>
</el-radio-group>
<div class="form-tip">
静态客群：创建后客户列表固定，除非手动更新
<!-- <div class="form-tip">
静态客群：创建后客户列表固定
<br />
动态客群：系统定期根据原始条件自动刷新客户列表
</div>
</div> -->
</el-form-item>
<el-form-item label="客群类型" prop="groupType">
<el-radio-group v-model="form.groupType" :disabled="isEdit">
<el-radio label="0">零售类</el-radio>
<el-radio label="1">公司类</el-radio>
</el-radio-group>
<!-- <div class="form-tip">
零售类：只能导入个人和商户客户
<br />
公司类：只能导入企业客户
</div> -->
</el-form-item>
<el-form-item label="有效期" prop="validTime">
<el-date-picker
@@ -42,89 +53,103 @@
<el-input v-model="form.remark" type="textarea" placeholder="请输入备注" :rows="2" />
</el-form-item>
<el-form-item label="客群标签">
<div class="tag-input-wrapper">
<el-input
v-model="tagInput"
placeholder="输入标签后点击加号添加"
style="width: calc(100% - 40px)"
@keyup.enter.native="addTag"
/>
<el-button type="primary" icon="el-icon-plus" @click="addTag" style="margin-left: 8px" />
</div>
<div class="tag-list" v-if="allTags.length > 0">
<span class="tag-label">已有标签：</span>
<el-tag
v-for="tag in allTags"
:key="tag"
:type="selectedTags.includes(tag) ? 'primary' : 'info'"
:effect="selectedTags.includes(tag) ? 'dark' : 'plain'"
@click="toggleTag(tag)"
style="cursor: pointer; margin-right: 8px; margin-bottom: 8px"
>
{{ tag }}
</el-tag>
</div>
<div class="selected-tags" v-if="selectedTags.length > 0">
<span class="tag-label">已选标签：</span>
<el-tag
v-for="tag in selectedTags"
:key="tag"
closable
@close="removeTag(tag)"
style="margin-right: 8px; margin-bottom: 8px"
>
{{ tag }}
</el-tag>
</div>
</el-form-item>
<el-form-item label="开启共享">
<el-switch v-model="shareEnabled" />
</el-form-item>
<el-form-item label="可见部门" v-if="shareEnabled">
<el-select
v-model="form.shareDeptIdList"
v-model="shareDeptList"
multiple
filterable
placeholder="请选择可见部门"
style="width: 100%"
popper-class="dept-select-popper"
>
<el-option
v-for="dept in deptOptions"
:key="dept.deptId"
:label="dept.deptName"
:value="dept.deptId"
:value="String(dept.deptId)"
/>
</el-select>
</el-form-item>
<el-form-item label="创建方式" prop="createMode">
<el-radio-group v-model="form.createMode" :disabled="isEdit">
<el-radio label="1">模板导入</el-radio>
<el-radio label="2">绩效网格</el-radio>
<el-radio label="3">地理网格</el-radio>
<el-radio label="4">绘制网格</el-radio>
</el-radio-group>
<!-- 模板导入 -->
<el-form-item label="客户文件" prop="file">
<el-upload
ref="upload"
:action="uploadUrl"
:headers="uploadHeaders"
:on-success="handleUploadSuccess"
:on-error="handleUploadError"
:on-change="handleFileChange"
:auto-upload="false"
:show-file-list="true"
:limit="1"
accept=".xlsx,.xls"
>
<el-button slot="trigger" size="small" icon="el-icon-upload">选择文件</el-button>
<el-button size="small" type="text" @click.stop="downloadTemplate" style="margin-left: 15px">
下载模板
</el-button>
<div slot="tip" class="el-upload__tip">
仅支持Excel文件，文件大小不超过10MB
</div>
</el-upload>
</el-form-item>
<!-- 模板导入 -->
<template v-if="form.createMode === '1'">
<el-form-item label="客户文件" prop="file">
<el-upload
ref="upload"
:action="uploadUrl"
:headers="uploadHeaders"
:on-success="handleUploadSuccess"
:on-error="handleUploadError"
:on-change="handleFileChange"
:auto-upload="false"
:show-file-list="true"
:limit="1"
accept=".xlsx,.xls"
>
<el-button slot="trigger" size="small" icon="el-icon-upload">选择文件</el-button>
<el-button size="small" type="text" @click.stop="downloadTemplate" style="margin-left: 15px">
下载模板
</el-button>
<div slot="tip" class="el-upload__tip">
仅支持Excel文件，文件大小不超过10MB
</div>
</el-upload>
</el-form-item>
</template>
<el-form-item label="匹配网格类型" prop="gridType">
<el-radio-group v-model="form.gridType" @change="handleGridTypeChange">
<el-radio label="0">绩效网格</el-radio>
<!-- 暂时隐藏，后续版本开放
<el-radio label="1">地理网格</el-radio>
<el-radio label="2">绘制网格</el-radio>
-->
</el-radio-group>
<div class="form-tip">
系统将根据客户信息从所选网格匹配管户关系，匹配不上则保存空的管户关系
</div>
</el-form-item>
<!-- 绩效网格 -->
<template v-if="form.createMode === '2'">
<el-form-item label="业务类型" prop="cmpmBizType">
<el-select v-model="gridForm.cmpmBizType" placeholder="请选择业务类型" style="width: 100%" @change="handleCmpmBizTypeChange">
<el-option label="零售" value="retail" />
<el-option label="对公" value="corporate" />
<el-option label="对公账户" value="corporate_account" />
</el-select>
</el-form-item>
<el-form-item label="客户经理" prop="userNames">
<el-select
v-model="gridForm.userNames"
multiple
filterable
placeholder="请选择客户经理"
style="width: 100%"
>
<el-option
v-for="user in userOptions"
:key="user.userName"
:label="user.nickName"
:value="user.userName"
/>
</el-select>
</el-form-item>
</template>
<!-- 地理网格 -->
<template v-if="form.createMode === '3'">
<!-- 地理网格筛选 - 暂时隐藏，后续版本开放
<template v-if="form.gridType === '1'">
<el-form-item label="网格级别">
<el-radio-group v-model="regionQuery.gridLevel">
<el-radio label="1">总行行政网格</el-radio>
@@ -146,11 +171,11 @@
</el-form-item>
<el-form-item label="选择网格">
<el-select
v-model="gridForm.regionGridIds"
v-model="form.regionGridIds"
multiple
filterable
collapse-tags
placeholder="请先查询网格，然后选择"
placeholder="请选择网格"
style="width: 100%"
>
<el-option
@@ -162,15 +187,16 @@
</el-select>
</el-form-item>
</template>
-->
<!-- 绘制网格 -->
<template v-if="form.createMode === '4'">
<el-form-item label="绘制网格" prop="drawGridIds">
<!-- 绘制网格筛选 - 暂时隐藏，后续版本开放
<template v-if="form.gridType === '2'">
<el-form-item label="绘制网格">
<el-select
v-model="gridForm.drawGridIds"
v-model="form.drawGridIds"
multiple
filterable
placeholder="请选择绘制网格"
placeholder="请选择网格"
style="width: 100%"
>
<el-option
@@ -182,6 +208,7 @@
</el-select>
</el-form-item>
</template>
-->
</el-form>
<div slot="footer" class="dialog-footer">
@@ -195,16 +222,14 @@
<script>
import {
createCustGroupByGrid,
createCustGroupByTemplate,
updateCustGroupByGrid,
updateCustGroupByTemplate,
downloadTemplate,
getManagerList,
getRegionGridListForGroup
getRegionGridListForGroup,
getCreateStatus,
getAllGroupTags
} from '@/api/group/custGroup'
import { getToken } from '@/utils/auth'
import { listUser } from '@/api/system/user'
import { listDept } from '@/api/system/dept'
import { getSimpleGridList } from '@/api/grid/list/gridlist'
@@ -231,8 +256,61 @@ export default {
// 上传地址
uploadUrl: process.env.VUE_APP_BASE_API + '/group/cust/createByTemplate',
uploadHeaders: { Authorization: 'Bearer ' + getToken() },
// 处理中提示
processTipVisible: false
// 表单数据
form: {
id: null,
groupName: null,
groupMode: '0',
groupType: '0',
groupStatus: '0',
gridType: '0',
regionGridIds: [],
drawGridIds: [],
shareEnabled: 0,
shareDeptIdList: [],
remark: null,
validTime: null
},
// 共享开关
shareEnabled: false,
// 已选部门列表（字符串数组，用于el-select绑定）
shareDeptList: [],
// 上传文件
uploadFile: null,
// 表单验证规则
rules: {
groupName: [
{ required: true, message: '请输入客群名称', trigger: 'blur' },
{ min: 2, max: 50, message: '长度在 2 到 50 个字符', trigger: 'blur' }
],
groupMode: [{ required: true, message: '请选择客群模式', trigger: 'change' }],
groupType: [{ required: true, message: '请选择客群类型', trigger: 'change' }],
gridType: [{ required: true, message: '请选择匹配网格类型', trigger: 'change' }]
},
// 部门选项
deptOptions: [],
// 地理网格选项
regionGridOptions: [],
// 地理网格查询条件
regionQuery: {
gridLevel: '1',
gridDutyType: null,
gridName: null
},
// 地理网格加载状态
regionLoading: false,
// 绘制网格选项
drawGridOptions: [],
// 轮询定时器
pollTimer: null,
// 标签输入框内容
tagInput: '',
// 所有已有标签列表
allTags: [],
// 已选标签列表
selectedTags: [],
// 关闭弹窗时是否保留状态轮询
keepPollingOnClose: false
}
},
computed: {
@@ -247,66 +325,6 @@ export default {
return '确 定'
}
},
data() {
return {
// 提交中状态
submitting: false,
// 上传地址
uploadUrl: process.env.VUE_APP_BASE_API + '/group/cust/createByTemplate',
uploadHeaders: { Authorization: 'Bearer ' + getToken() },
// 处理中提示
processTipVisible: false,
// 表单数据
form: {
id: null,
groupName: null,
groupMode: '0',
createMode: '1',
groupStatus: '0',
shareEnabled: 0,
shareDeptIdList: [],
remark: null,
validTime: null
},
// 共享开关
shareEnabled: false,
// 网格表单数据
gridForm: {
gridType: '0',
cmpmBizType: null,
userNames: [],
regionGridIds: [],
drawGridIds: []
},
// 上传文件
uploadFile: null,
// 表单验证规则
rules: {
groupName: [
{ required: true, message: '请输入客群名称', trigger: 'blur' },
{ min: 2, max: 50, message: '长度在 2 到 50 个字符', trigger: 'blur' }
],
groupMode: [{ required: true, message: '请选择客群模式', trigger: 'change' }],
createMode: [{ required: true, message: '请选择创建方式', trigger: 'change' }]
},
// 部门选项
deptOptions: [],
// 用户选项
userOptions: [],
// 地理网格选项
regionGridOptions: [],
// 地理网格查询条件
regionQuery: {
gridLevel: '1',
gridDutyType: null,
gridName: null
},
// 地理网格加载状态
regionLoading: false,
// 绘制网格选项
drawGridOptions: []
}
},
watch: {
visible(val) {
if (val) {
@@ -318,143 +336,142 @@ export default {
if (val && Object.keys(val).length > 0) {
this.form = { ...val }
this.shareEnabled = val.shareEnabled === 1
// 解析 shareDeptIds 字符串为 shareDeptIdList 数组
// 解析 shareDeptIds 字符串为 shareDeptList 数组（保持字符串类型以匹配el-option的value）
if (val.shareDeptIds) {
this.form.shareDeptIdList = val.shareDeptIds.split(',').filter(id => id)
this.shareDeptList = val.shareDeptIds.split(',').filter(id => id)
} else {
this.form.shareDeptIdList = []
this.shareDeptList = []
}
// 解析网格ID
if (val.regionGridIds) {
this.form.regionGridIds = val.regionGridIds.split(',').map(id => parseInt(id)).filter(id => id)
} else {
this.form.regionGridIds = []
}
if (val.drawGridIds) {
this.form.drawGridIds = val.drawGridIds.split(',').map(id => parseInt(id)).filter(id => id)
} else {
this.form.drawGridIds = []
}
// 解析标签
if (val.groupTags) {
this.selectedTags = val.groupTags.split(',').map(tag => tag.trim()).filter(tag => tag)
} else {
this.selectedTags = []
}
// 反显网格数据（需要在 form.createMode watch 之后执行）
// 反显网格数据
this.$nextTick(() => {
this.restoreGridData(val)
})
}
},
immediate: true
},
'form.createMode'(val) {
// 重置网格表单
this.gridForm = {
gridType: val === '2' ? '0' : val === '3' ? '1' : '2',
regionGridIds: [],
drawGridIds: []
}
// 切换到地理网格模式时，重置查询条件
if (val === '3') {
this.resetRegionQuery()
}
// 切换到绘制网格模式时，加载绘制网格列表
if (val === '4') {
this.loadDrawGridOptions()
}
},
'gridForm.cmpmBizType'(val) {
// 当业务类型改变时，清空已选择的客户经理
if (val) {
this.gridForm.userNames = []
this.loadManagerOptions()
}
},
'form.createStatus'(val) {
// 监听创建状态变化，显示提示
if (this.isEdit && val === '0') {
this.processTipVisible = true
} else if (this.processTipVisible) {
this.processTipVisible = false
}
}
},
created() {
this.loadDeptOptions()
this.loadAllTags()
},
beforeDestroy() {
this.clearPollTimer()
},
methods: {
/** 初始化 */
init() {
this.$nextTick(() => {
this.$refs.form && this.$refs.form.clearValidate()
// 编辑模式下，恢复网格数据
if (this.isEdit && this.groupData && Object.keys(this.groupData).length > 0) {
this.restoreGridData(this.groupData)
}
})
},
/** 反显网格数据 */
restoreGridData(data) {
if (!this.isEdit) return
if (!this.isEdit || !data.gridType) return
const createMode = String(data.createMode)
// 根据创建方式反显网格数据
if (createMode === '2' && data.gridType === '0') {
// 绩效网格
this.gridForm.gridType = '0'
this.gridForm.cmpmBizType = data.cmpmBizType
if (data.gridUserNames) {
this.gridForm.userNames = data.gridUserNames.split(',').filter(n => n)
// 加载客户经理选项
this.loadManagerOptions()
}
} else if (createMode === '3' && data.gridType === '1') {
// 地理网格 - 需要查询所有网格以便正确反显
this.gridForm.gridType = '1'
// 设置默认查询条件（获取所有网格）
this.regionQuery = {
gridLevel: '1',
gridDutyType: null,
gridName: null
}
if (data.gridType === '1') {
this.resetRegionQuery()
if (data.regionGridIds) {
this.gridForm.regionGridIds = data.regionGridIds.split(',').map(id => parseInt(id)).filter(id => id)
// 加载地理网格选项（无查询条件，获取全部）
this.loadRegionGridOptions()
}
} else if (createMode === '4' && data.gridType === '2') {
// 绘制网格
this.gridForm.gridType = '2'
if (data.drawGridIds) {
this.gridForm.drawGridIds = data.drawGridIds.split(',').map(id => parseInt(id)).filter(id => id)
// 加载绘制网格选项
this.loadDrawGridOptions()
}
} else if (data.gridType === '2') {
this.loadDrawGridOptions()
}
},
/** 加载部门选项 */
loadDeptOptions() {
listDept().then(response => {
this.deptOptions = response.data || []
// 将树形结构扁平化，以便el-select遍历
this.deptOptions = this.flattenDeptList(response.data || [])
}).catch(() => {
this.deptOptions = []
})
},
/** 加载用户选项 */
loadUserOptions() {
listUser().then(response => {
this.userOptions = response.rows || []
/** 扁平化部门树 */
flattenDeptList(list, result = []) {
list.forEach(item => {
result.push({ deptId: item.deptId, deptName: item.deptName })
if (item.children && item.children.length > 0) {
this.flattenDeptList(item.children, result)
}
})
return result
},
/** 加载所有已有标签 */
loadAllTags() {
getAllGroupTags().then(response => {
this.allTags = response.data || []
}).catch(() => {
this.userOptions = []
this.allTags = []
})
},
/** 根据业务类型加载客户经理选项 */
loadManagerOptions() {
if (!this.gridForm.cmpmBizType) {
this.userOptions = []
/** 添加标签 */
addTag() {
const tag = this.tagInput.trim()
if (!tag) return
if (this.selectedTags.includes(tag)) {
this.$message.warning('该标签已添加')
return
}
getManagerList(this.gridForm.cmpmBizType).then(response => {
this.userOptions = response.data || []
}).catch(() => {
this.userOptions = []
})
this.selectedTags.push(tag)
// 如果是新标签，添加到allTags中
if (!this.allTags.includes(tag)) {
this.allTags.push(tag)
}
this.tagInput = ''
},
/** 业务类型改变处理 */
handleCmpmBizTypeChange(val) {
// 清空已选择的客户经理
this.gridForm.userNames = []
/** 切换标签选中状态 */
toggleTag(tag) {
const index = this.selectedTags.indexOf(tag)
if (index > -1) {
this.selectedTags.splice(index, 1)
} else {
this.selectedTags.push(tag)
}
},
/** 移除已选标签 */
removeTag(tag) {
const index = this.selectedTags.indexOf(tag)
if (index > -1) {
this.selectedTags.splice(index, 1)
}
},
/** 网格类型改变处理 */
handleGridTypeChange(val) {
if (val === '1') {
this.resetRegionQuery()
} else if (val === '2') {
this.loadDrawGridOptions()
}
// 清空网格选择
this.form.regionGridIds = []
this.form.drawGridIds = []
},
/** 加载地理网格选项 */
@@ -486,7 +503,7 @@ export default {
gridDutyType: null,
gridName: null
}
this.gridForm.regionGridIds = []
this.form.regionGridIds = []
},
/** 加载绘制网格选项 */
@@ -534,130 +551,138 @@ export default {
handleSubmit() {
this.$refs.form.validate(valid => {
if (valid) {
if (!this.uploadFile && !this.isEdit) {
this.$modal.msgWarning('请选择要上传的文件')
return
}
// 处理共享设置
this.form.shareEnabled = this.shareEnabled ? 1 : 0
// 转换 shareDeptIdList 数组为 shareDeptIds 逗号分隔字符串
this.form.shareDeptIds = this.form.shareDeptIdList.join(',')
this.form.shareDeptIds = this.shareDeptList.join(',')
// 转换选中的标签为逗号分隔字符串
this.form.groupTags = this.selectedTags.join(',')
// 转换网格ID数组为逗号分隔字符串
this.form.regionGridIds = this.form.regionGridIds.join(',')
this.form.drawGridIds = this.form.drawGridIds.join(',')
// 根据创建方式处理提交数据
if (this.form.createMode === '1') {
this.handleTemplateSubmit()
this.submitting = true
// 构建表单数据
const formData = new FormData()
formData.append('dto', JSON.stringify(this.form))
if (this.uploadFile) {
formData.append('file', this.uploadFile)
}
if (this.isEdit) {
// 编辑模式
updateCustGroupByTemplate(formData).then(response => {
this.submitting = false
if (response.msg === '客群更新成功') {
// 没有上传文件，直接更新成功
this.$modal.msgSuccess('客群更新成功')
this.$emit('submit', { id: this.form.id, refresh: true })
} else {
// 有上传文件，后台正在处理
this.$modal.msgSuccess('客群更新任务已提交，后台正在处理')
this.keepPollingOnClose = true
this.startPollingStatus(this.form.id)
}
this.handleClose()
}).catch(() => {
this.submitting = false
})
} else {
this.handleGridSubmit()
// 新增模式
createCustGroupByTemplate(formData).then(response => {
const groupId = response && response.data ? response.data : null
if (!groupId) {
this.$modal.msgError('客群创建成功但未获取到任务ID，请稍后在列表中查看状态')
this.submitting = false
this.handleClose()
return
}
this.$modal.msgSuccess('客群创建任务已提交，后台正在处理')
this.submitting = false
this.keepPollingOnClose = true
this.startPollingStatus(groupId)
this.handleClose()
}).catch(() => {
this.submitting = false
})
}
}
})
},
/** 模板导入提交 */
handleTemplateSubmit() {
if (!this.uploadFile && !this.isEdit) {
this.$modal.msgWarning('请选择要上传的文件')
return
}
this.submitting = true
// 构建表单数据
const formData = new FormData()
formData.append('dto', JSON.stringify(this.form))
if (this.uploadFile) {
formData.append('file', this.uploadFile)
}
if (this.isEdit) {
// 编辑模式：重新导入模板文件
updateCustGroupByTemplate(formData).then(response => {
this.$modal.msgSuccess('客群更新中，请稍后刷新查看')
this.submitting = false
this.$emit('submit', { id: this.form.id })
this.handleClose()
}).catch(() => {
this.submitting = false
})
} else {
// 新增模式
createCustGroupByTemplate(formData).then(response => {
this.$modal.msgSuccess('客群创建中，请稍后刷新查看')
this.submitting = false
this.$emit('submit', { id: response.data })
this.handleClose()
}).catch(() => {
this.submitting = false
})
}
},
/** 网格导入提交 */
handleGridSubmit() {
this.submitting = true
// 构建提交数据
const submitData = {
custGroup: { ...this.form },
gridType: this.form.createMode === '2' ? '0' : this.form.createMode === '3' ? '1' : '2',
cmpmBizType: this.gridForm.cmpmBizType,
userNames: this.gridForm.userNames,
regionGridIds: this.gridForm.regionGridIds,
drawGridIds: this.gridForm.drawGridIds
}
if (this.isEdit) {
// 编辑模式：重新导入网格
updateCustGroupByGrid(submitData).then(response => {
// 使用后端返回的消息
const msg = response.msg || '客群更新成功'
if (msg.includes('更新中')) {
this.$modal.msgSuccess('客群更新中，请稍后刷新查看')
} else {
this.$modal.msgSuccess(msg)
}
this.submitting = false
this.$emit('submit', { id: this.form.id })
this.handleClose()
}).catch(() => {
this.submitting = false
})
} else {
// 新增模式
createCustGroupByGrid(submitData).then(response => {
this.$modal.msgSuccess('客群创建中，请稍后刷新查看')
this.submitting = false
this.$emit('submit', { id: response.data })
this.handleClose()
}).catch(() => {
this.submitting = false
})
}
},
/** 关闭弹窗 */
handleClose() {
this.$emit('update:visible', false)
this.resetForm()
},
/** 开始轮询创建状态 */
startPollingStatus(groupId) {
if (!groupId || groupId === 'undefined' || groupId === 'null') {
return
}
this.clearPollTimer()
// 每30秒轮询一次
this.pollTimer = setInterval(() => {
getCreateStatus(groupId).then(res => {
const status = res.data
if (status === '1') {
// 创建成功
this.clearPollTimer()
this.keepPollingOnClose = false
window.dispatchEvent(new Event('notice-center-refresh'))
this.$modal.msgSuccess('客群导入完成')
this.$emit('submit', { id: groupId, refresh: true })
} else if (status === '2') {
// 创建失败
this.clearPollTimer()
this.keepPollingOnClose = false
window.dispatchEvent(new Event('notice-center-refresh'))
this.$modal.msgError('客群导入失败，请查看消息中心了解详情')
}
}).catch(() => {
// 查询失败，继续轮询
})
}, 30000)
},
/** 清除轮询定时器 */
clearPollTimer() {
if (this.pollTimer) {
clearInterval(this.pollTimer)
this.pollTimer = null
}
},
/** 重置表单 */
resetForm() {
if (!this.keepPollingOnClose) {
this.clearPollTimer()
}
this.form = {
id: null,
groupName: null,
groupMode: '0',
createMode: '1',
groupType: '0',
groupStatus: '0',
gridType: '0',
regionGridIds: [],
drawGridIds: [],
shareEnabled: 0,
shareDeptIdList: [],
remark: null,
validTime: null
}
this.shareEnabled = false
this.gridForm = {
gridType: '0',
cmpmBizType: null,
userNames: [],
regionGridIds: [],
drawGridIds: []
}
this.shareDeptList = []
this.tagInput = ''
this.selectedTags = []
this.uploadFile = null
if (this.$refs.upload) {
this.$refs.upload.clearFiles()
@@ -677,4 +702,31 @@ export default {
line-height: 1.5;
margin-top: 5px;
}
.tag-input-wrapper {
display: flex;
align-items: center;
}
.tag-list,
.selected-tags {
margin-top: 10px;
padding: 10px;
background-color: #f5f7fa;
border-radius: 4px;
}
.tag-label {
display: block;
font-size: 12px;
color: #909399;
margin-bottom: 8px;
}
</style>
<style>
/* 解决弹窗内下拉框被遮挡的问题 */
.dept-select-popper {
z-index: 9999 !important;
}
</style>

84
ruoyi-ui/src/views/group/custGroup/detail.vue
View File

@@ -36,19 +36,51 @@
<div class="main_table">
<el-table v-loading="loading" :data="memberList">
<el-table-column label="序号" type="index" width="60" align="center" :index="indexMethod" />
<el-table-column label="客户类型" align="center" width="100">
<el-table-column label="存量状态" align="center" width="90">
<template slot-scope="scope">
<el-tag v-if="scope.row.isExisting" size="small" type="success">存量</el-tag>
<el-tag v-else size="small" type="danger">非存量</el-tag>
</template>
</el-table-column>
<el-table-column label="客户类型" align="center" width="80">
<template slot-scope="scope">
<el-tag v-if="scope.row.custType === '0'" size="small">个人</el-tag>
<el-tag v-else-if="scope.row.custType === '1'" size="small" type="warning">商户</el-tag>
<el-tag v-else-if="scope.row.custType === '2'" size="small" type="success">企业</el-tag>
</template>
</el-table-column>
<el-table-column label="客户号" prop="custId" width="150" />
<el-table-column label="客户姓名" prop="custName" width="120" />
<el-table-column label="客户号" prop="custId" width="150">
<template slot-scope="scope">
<el-button type="text" @click="handleCustClick(scope.row)">{{ scope.row.custId }}</el-button>
</template>
</el-table-column>
<el-table-column label="客户姓名" prop="custName" width="120">
<template slot-scope="scope">
<el-button type="text" @click="handleCustClick(scope.row)">{{ scope.row.custName || '-' }}</el-button>
</template>
</el-table-column>
<el-table-column label="身份证号" prop="custIdc" show-overflow-tooltip />
<el-table-column label="统信码" prop="socialCreditCode" show-overflow-tooltip />
<el-table-column label="客户经理" prop="nickName" width="100">
<template slot-scope="scope">
<span v-if="scope.row.nickName">{{ scope.row.nickName }}</span>
<span v-else class="text-muted">-</span>
</template>
</el-table-column>
<el-table-column label="所属网点" prop="outletName" width="150">
<template slot-scope="scope">
<span v-if="scope.row.outletName">{{ scope.row.outletName }}</span>
<span v-else class="text-muted">-</span>
</template>
</el-table-column>
<el-table-column label="所属支行" prop="branchName" width="150">
<template slot-scope="scope">
<span v-if="scope.row.branchName">{{ scope.row.branchName }}</span>
<span v-else class="text-muted">-</span>
</template>
</el-table-column>
<el-table-column label="添加时间" prop="createTime" width="180" />
<el-table-column v-if="isMineView" label="操作" align="center" width="100" fixed="right">
<el-table-column v-if="isMineView" label="操作" align="center" width="80" fixed="right">
<template slot-scope="scope">
<el-button type="text" size="mini" @click="handleRemove(scope.row)">移除</el-button>
</template>
@@ -155,11 +187,45 @@ export default {
/** 返回 */
goBack() {
const fromPerformance = this.$route.query.fromPerformance
if (fromPerformance === '1') {
// 从网格业绩统计页进入，返回网格业绩统计页的客群报表
this.$router.push({
path: '/center/performance/list',
query: { isActive: '8' }
})
} else {
// 从客群列表进入，返回客群列表
this.$router.push({
path: '/group/custGroup',
query: {
tab: this.viewType,
refresh: Date.now()
}
})
}
},
/** 点击客户号/姓名跳转360视图 */
handleCustClick(row) {
const custType = row.custType
let path = ''
if (custType === '0') {
// 个人客户
path = '/360charts/indexcharts'
} else if (custType === '1') {
// 商户
path = '/360charts/commercial/'
} else if (custType === '2') {
// 企业
path = '/360charts/firm/'
}
this.$router.push({
path: '/group/custGroup',
path: path,
query: {
tab: this.viewType,
refresh: Date.now()
custId: row.custId,
selectedTab: custType,
backUrl: '/group/custGroup'
}
})
},
@@ -214,5 +280,9 @@ export default {
margin-top: 15px;
}
}
.text-muted {
color: #909399;
}
}
</style>

87
ruoyi-ui/src/views/group/custGroup/index.vue
View File

@@ -35,19 +35,6 @@
<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-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" />
<el-option label="绘制网格" value="4" />
</el-select>
</el-form-item>
<el-form-item label="客群状态" prop="groupStatus">
<el-select
v-model="queryParams.groupStatus"
@@ -59,6 +46,22 @@
<el-option label="已禁用" value="1" />
</el-select>
</el-form-item>
<el-form-item label="客群标签" prop="groupTags">
<el-select
v-model="queryParams.groupTags"
placeholder="请选择"
clearable
filterable
style="width: 150px"
>
<el-option
v-for="tag in allTags"
:key="tag"
:label="tag"
:value="tag"
/>
</el-select>
</el-form-item>
<el-form-item>
<el-button type="primary" icon="el-icon-search" size="small" @click="handleQuery">
搜索
@@ -104,31 +107,38 @@
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">
<el-table-column label="客群名称" prop="groupName" width="120" show-overflow-tooltip />
<el-table-column label="客群模式" align="center" width="120">
<template slot-scope="scope">
<el-tag v-if="scope.row.groupMode === '0'" type="info" size="small">静态</el-tag>
<el-tag v-else-if="scope.row.groupMode === '1'" type="success" size="small">动态</el-tag>
</template>
</el-table-column>
<el-table-column label="创建方式" align="center" width="120">
<template slot-scope="scope">
<span v-if="scope.row.createMode === '1'">模板导入</span>
<span v-else-if="scope.row.createMode === '2'">绩效网格</span>
<span v-else-if="scope.row.createMode === '3'">地理网格</span>
<span v-else-if="scope.row.createMode === '4'">绘制网格</span>
</template>
</el-table-column>
<el-table-column label="客户数量" align="center" prop="custCount" width="100" />
<el-table-column label="客群状态" align="center" width="100">
<el-table-column label="客户数量" align="center" prop="custCount" width="120" />
<el-table-column label="客群状态" align="center" width="120">
<template slot-scope="scope">
<el-tag v-if="scope.row.groupStatus === '0'" type="success" size="small">正常</el-tag>
<el-tag v-else-if="scope.row.groupStatus === '1'" type="danger" size="small">已禁用</el-tag>
</template>
</el-table-column>
<el-table-column label="客群标签" min-width="150">
<template slot-scope="scope">
<template v-if="scope.row.groupTags">
<el-tag
v-for="tag in scope.row.groupTags.split(',')"
:key="tag"
size="small"
style="margin-right: 5px; margin-bottom: 3px"
>
{{ tag.trim() }}
</el-tag>
</template>
</template>
</el-table-column>
<el-table-column label="创建者" prop="nickName" width="120" show-overflow-tooltip />
<el-table-column label="创建时间" prop="createTime" width="180" />
<el-table-column label="操作" align="center" width="180" fixed="right">
<el-table-column label="备注" prop="remark" min-width="150" show-overflow-tooltip />
<el-table-column label="操作" align="center" width="200" fixed="right">
<template slot-scope="scope">
<el-button
size="mini"
@@ -179,7 +189,7 @@
</template>
<script>
import { listCustGroup, getCustGroup, deleteCustGroup } from '@/api/group/custGroup'
import { listCustGroup, getCustGroup, deleteCustGroup, getAllGroupTags } from '@/api/group/custGroup'
import CreateDialog from './components/create-dialog'
export default {
@@ -204,10 +214,12 @@ export default {
pageSize: 10,
groupName: null,
groupMode: null,
createMode: null,
groupStatus: null,
groupTags: null,
viewType: 'mine'
}
},
// 所有标签列表
allTags: []
}
},
computed: {
@@ -218,6 +230,7 @@ export default {
created() {
this.activeTab = this.$route.query.tab || 'mine'
this.getList()
this.loadAllTags()
},
watch: {
'$route.query.refresh'() {
@@ -261,6 +274,15 @@ export default {
})
},
/** 加载所有标签列表 */
loadAllTags() {
getAllGroupTags().then(response => {
this.allTags = response.data || []
}).catch(() => {
this.allTags = []
})
},
handleTabChange() {
this.ids = []
this.single = true
@@ -323,6 +345,12 @@ export default {
this.$modal.confirm('是否确认删除选中的客群？').then(() => {
return deleteCustGroup(ids)
}).then(() => {
if (this.groupList.length <= ids.length && this.queryParams.pageNum > 1) {
this.queryParams.pageNum -= 1
}
this.ids = []
this.single = true
this.multiple = true
this.refreshList()
this.$modal.msgSuccess('删除成功')
}).catch(() => {})
@@ -339,7 +367,6 @@ export default {
id: null,
groupName: null,
groupMode: '0',
createMode: null,
groupStatus: '0',
shareEnabled: 0,
shareDeptIdList: [],

275
ruoyi-ui/src/views/group/performance/custom/index.vue Normal file
View File

@@ -0,0 +1,275 @@
<template>
<div class="customer-wrap">
<div class="content-box">
<div class="form-box">
<el-form ref="searchForm" :model="searchForm">
<el-row>
<el-col :span="6">
<el-form-item label="客户名称" prop="custName" label-width="80px">
<el-input
v-model="searchForm.custName"
clearable
@keyup.enter.native="handleSearch"
@clear="handleSearch"
/>
</el-form-item>
</el-col>
<el-col v-if="selectedTab === '1'" :span="6">
<el-form-item label="证件号" prop="custIdc" label-width="80px">
<el-input
v-model="searchForm.custIdc"
clearable
@keyup.enter.native="handleSearch"
@clear="handleSearch"
/>
</el-form-item>
</el-col>
<el-col v-else :span="6">
<el-form-item label="统一信用码" prop="socialCreditCode" label-width="100px">
<el-input
v-model="searchForm.socialCreditCode"
clearable
@keyup.enter.native="handleSearch"
@clear="handleSearch"
/>
</el-form-item>
</el-col>
<el-col :span="5" :offset="1" style="text-align: left">
<el-button type="primary" @click="handleSearch">查询</el-button>
<el-button @click="handleReset">重置</el-button>
</el-col>
</el-row>
</el-form>
</div>
<div class="operate-btn">
<el-button @click="returnLastPage">返回上一级</el-button>
<el-button type="primary" @click="handleDownload">导出</el-button>
</div>
<div class="remark">
<span>统计日期：<span class="span-value">{{ dt }}</span></span>
<span>客群名称：<span class="span-value">{{ groupName }}</span></span>
<span>客群模式：<span class="span-value">{{ groupModeText }}</span></span>
</div>
<div class="main_table">
<el-table v-loading="loading" :data="tableData" style="width: 100%">
<el-table-column
v-for="(item, index) in tableColumns"
:key="index"
align="center"
:prop="item.prop"
:label="item.label"
show-overflow-tooltip
:width="item.width || 120"
>
<template slot-scope="scope">
<el-button
v-if="item.prop === 'custName'"
type="text"
class="special-btn"
@click="openCustomer(scope.row)"
>
{{ scope.row[item.prop] || '-' }}
</el-button>
<span v-else>{{ scope.row[item.prop] || '-' }}</span>
</template>
</el-table-column>
</el-table>
<el-pagination
:page-sizes="[10, 20, 30, 40]"
:page-size="pageSize"
layout="->,total,prev,pager,next,sizes"
:total="total"
:current-page="pageNum"
@size-change="handleSizeChange"
@current-change="handleCurrentChange"
/>
</div>
</div>
</div>
</template>
<script>
import {
getGroupPerformanceLsCustList,
getGroupPerformanceGsCustList,
exportGroupPerformanceLsCust,
exportGroupPerformanceGsCust
} from '@/api/group/performance';
import { retailDetailColumns, publicDetailColumns, groupModeDict } from '../list/list';
import { downloadFiles } from '@/utils';
export default {
name: 'GroupPerformanceCustom',
data() {
return {
loading: false,
tableData: [],
total: 0,
pageSize: 10,
pageNum: 1,
tableColumns: [],
selectedTab: '1',
dt: '',
groupId: '',
groupName: '',
groupMode: '',
searchForm: {
custName: '',
custIdc: '',
socialCreditCode: ''
}
};
},
computed: {
groupModeText() {
return groupModeDict[this.groupMode] || '-';
}
},
created() {
const { type, dt, groupId, groupName, groupMode } = this.$route.query;
this.selectedTab = type || '1';
this.dt = dt || '';
this.groupId = groupId || '';
this.groupName = groupName || '';
this.groupMode = groupMode || '';
this.tableColumns = this.selectedTab === '1' ? retailDetailColumns : publicDetailColumns;
this.getList();
},
methods: {
getList() {
this.loading = true;
const api = this.selectedTab === '1' ? getGroupPerformanceLsCustList : getGroupPerformanceGsCustList;
const params = {
groupId: this.groupId,
dt: this.dt,
custName: this.searchForm.custName,
custIdc: this.searchForm.custIdc,
socialCreditCode: this.searchForm.socialCreditCode,
pageNum: this.pageNum,
pageSize: this.pageSize
};
api(params).then(res => {
this.tableData = res.rows;
this.total = res.total;
this.loading = false;
}).catch(() => {
this.loading = false;
});
},
handleSearch() {
this.pageNum = 1;
this.getList();
},
handleReset() {
this.searchForm = {
custName: '',
custIdc: '',
socialCreditCode: ''
};
this.pageNum = 1;
this.getList();
},
handleSizeChange(size) {
this.pageSize = size;
this.getList();
},
handleCurrentChange(page) {
this.pageNum = page;
this.getList();
},
handleDownload() {
const api = this.selectedTab === '1' ? exportGroupPerformanceLsCust : exportGroupPerformanceGsCust;
const fileName = this.selectedTab === '1' ? '零售客群客户明细' : '公司客群客户明细';
api({
groupId: this.groupId,
dt: this.dt,
custName: this.searchForm.custName,
custIdc: this.searchForm.custIdc,
socialCreditCode: this.searchForm.socialCreditCode
}).then(res => {
downloadFiles(res, `${fileName}_${new Date().getTime()}.xlsx`);
});
},
returnLastPage() {
this.$router.replace({
path: '/center/groupPerformance/list'
});
},
openCustomer(row) {
const custType = row.custType;
let path = '';
const rawId = this.selectedTab === '1' ? row.custIdc : row.socialCreditCode;
const custId = rawId ? (custType === '0' ? `101${rawId}` : `202${rawId}`) : '';
if (custType === '0') {
path = '/360charts/indexcharts';
} else if (custType === '1') {
path = '/360charts/commercial/';
} else if (custType === '2') {
path = '/360charts/firm/';
}
if (!path || !custId) {
return;
}
this.$router.push({
path: path,
query: {
custId,
selectedTab: custType,
backUrl: '/center/groupPerformance/list'
}
});
}
}
};
</script>
<style lang="scss" scoped>
.customer-wrap {
background-color: #ffffff;
overflow: hidden;
box-shadow: 0 3px 8px 0 #00000017;
}
.content-box {
padding: 20px 24px 24px;
}
.operate-btn {
margin-bottom: 12px;
.el-button + .el-button {
margin-left: 12px;
}
}
.remark {
margin-bottom: 12px;
color: #666666;
span {
display: inline-block;
margin-right: 20px;
margin-bottom: 8px;
}
.span-value {
color: #333333;
font-weight: 500;
}
}
.main_table {
margin-top: 15px;
}
::v-deep .el-input {
width: 100%;
}
::v-deep .el-pagination {
margin-top: 15px;
}
</style>

294
ruoyi-ui/src/views/group/performance/list/index.vue Normal file
View File

@@ -0,0 +1,294 @@
<template>
<div class="customer-wrap">
<el-radio-group
v-model="selectedTab"
class="header-radio"
@input="handleTabChange"
>
<el-radio-button
label="1"
:disabled="isPublic"
:class="{ 'btn-disabled': isPublic }"
>零售部</el-radio-button>
<el-radio-button
label="2"
:disabled="isPrivate"
:class="{ 'btn-disabled': isPrivate }"
>公司部</el-radio-button>
</el-radio-group>
<div class="content-box">
<div class="form-box">
<el-form ref="searchForm" :model="searchForm">
<el-row>
<el-col :span="6">
<el-form-item label="客群名称" prop="groupName" label-width="80px">
<el-input
v-model="searchForm.groupName"
clearable
@keyup.enter.native="handleSearch"
@clear="handleSearch"
/>
</el-form-item>
</el-col>
<el-col :span="5">
<el-form-item label="统计日期" prop="dt" label-width="80px">
<el-date-picker
v-model="searchForm.dt"
type="date"
value-format="yyyy-MM-dd"
:clearable="false"
:picker-options="pickerOptions"
@change="handleSearch"
/>
</el-form-item>
</el-col>
<el-col :span="4" style="text-align: right">
<el-button type="primary" @click="handleSearch">查询</el-button>
<el-button @click="handleReset">重置</el-button>
</el-col>
</el-row>
</el-form>
</div>
<div>
<el-button type="primary" @click="handleDownload">导出</el-button>
</div>
<div class="main_table">
<el-table
:key="tableKey"
v-loading="loading"
:data="tableData"
style="width: 100%"
max-height="650"
>
<el-table-column
v-for="(item, index) in tableColumns"
:key="index"
align="center"
:prop="item.prop"
:label="item.label"
show-overflow-tooltip
:width="item.width || 120"
>
<template slot-scope="scope">
<span v-if="item.dict">{{ item.dict[scope.row[item.prop]] || '-' }}</span>
<span v-else>{{ scope.row[item.prop] || '-' }}</span>
</template>
</el-table-column>
<el-table-column align="center" label="操作" width="100" fixed="right">
<template slot-scope="scope">
<el-button type="text" @click="handleView(scope.row)">客户明细</el-button>
</template>
</el-table-column>
</el-table>
<el-pagination
:page-sizes="[10, 20, 30, 40]"
:page-size="pageSize"
layout="->,total,prev,pager,next,sizes"
:total="total"
:current-page="pageNum"
@size-change="handleSizeChange"
@current-change="handleCurrentChange"
/>
</div>
</div>
</div>
</template>
<script>
import {
getGroupPerformanceLsList,
getGroupPerformanceGsList,
exportGroupPerformanceLs,
exportGroupPerformanceGs
} from '@/api/group/performance';
import { retailColumns, publicColumns } from './list';
import { mapGetters } from 'vuex';
import { downloadFiles } from '@/utils';
export default {
name: 'GroupPerformanceList',
data() {
return {
pickerOptions: {
disabledDate(time) {
const today = new Date();
today.setHours(0, 0, 0, 0);
return time.getTime() >= today.getTime();
}
},
selectedTab: '1',
loading: false,
tableData: [],
total: 0,
pageSize: 10,
pageNum: 1,
tableColumns: [],
tableKey: 'group-performance-1',
searchForm: {
groupName: '',
dt: ''
}
};
},
computed: {
...mapGetters(['roles']),
isPublic() {
return this.roles.includes('headPublic');
},
isPrivate() {
return this.roles.includes('headPrivate');
}
},
created() {
const date = new Date();
date.setDate(date.getDate() - 1);
const year = date.getFullYear();
const month = String(date.getMonth() + 1).padStart(2, '0');
const day = String(date.getDate()).padStart(2, '0');
this.searchForm.dt = `${year}-${month}-${day}`;
if (this.isPublic) {
this.selectedTab = '2';
} else if (this.isPrivate) {
this.selectedTab = '1';
}
this.updateColumns();
this.getList();
},
methods: {
updateColumns() {
this.tableColumns = this.selectedTab === '1' ? retailColumns : publicColumns;
this.tableKey = `group-performance-${this.selectedTab}`;
},
getList() {
this.loading = true;
const api = this.selectedTab === '1' ? getGroupPerformanceLsList : getGroupPerformanceGsList;
api({
...this.searchForm,
pageNum: this.pageNum,
pageSize: this.pageSize
}).then(res => {
this.tableData = res.rows;
this.total = res.total;
this.loading = false;
}).catch(() => {
this.loading = false;
});
},
handleTabChange() {
this.updateColumns();
this.pageNum = 1;
this.getList();
},
handleSearch() {
this.pageNum = 1;
this.getList();
},
handleReset() {
const date = new Date();
date.setDate(date.getDate() - 1);
const year = date.getFullYear();
const month = String(date.getMonth() + 1).padStart(2, '0');
const day = String(date.getDate()).padStart(2, '0');
this.searchForm = {
groupName: '',
dt: `${year}-${month}-${day}`
};
this.pageNum = 1;
this.getList();
},
handleSizeChange(size) {
this.pageSize = size;
this.getList();
},
handleCurrentChange(page) {
this.pageNum = page;
this.getList();
},
handleView(row) {
this.$router.push({
path: '/center/groupPerformance/custom',
query: {
type: this.selectedTab,
dt: row.dt,
groupId: row.groupId,
groupName: row.groupName,
groupMode: row.groupMode
}
});
},
handleDownload() {
const api = this.selectedTab === '1' ? exportGroupPerformanceLs : exportGroupPerformanceGs;
const fileName = this.selectedTab === '1' ? '零售客群业绩汇总' : '公司客群业绩汇总';
api(this.searchForm).then(res => {
downloadFiles(res, `${fileName}_${new Date().getTime()}.xlsx`);
});
}
}
};
</script>
<style lang="scss" scoped>
.customer-wrap {
background-color: #ffffff;
overflow: hidden;
border-radius: 16px 16px 0 0;
box-shadow: 0 3px 8px 0 #00000017;
.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;
}
}
}
}
.content-box {
padding: 20px 24px 24px;
}
.main_table {
margin-top: 15px;
}
::v-deep .el-date-editor,
::v-deep .el-input,
::v-deep .el-select {
width: 100%;
}
::v-deep .el-pagination {
margin-top: 15px;
}
</style>

194
ruoyi-ui/src/views/group/performance/list/list.js Normal file
View File

@@ -0,0 +1,194 @@
export const groupModeDict = {
'0': '静态',
'1': '动态'
};
export const retailColumns = [
{ prop: 'dt', label: '统计日期', width: 140 },
{ prop: 'groupName', label: '客群名称', width: 180 },
{ prop: 'groupMode', label: '客群模式', width: 100, dict: groupModeDict },
{ prop: 'deptId', label: '归属支行机构号', width: 140 },
{ prop: 'deptName', label: '归属支行名称', width: 160 },
{ prop: 'outletsId', label: '归属网点机构号', width: 140 },
{ prop: 'outletsName', label: '归属网点名称', width: 160 },
{ prop: 'userName', label: '归属客户经理', width: 140 },
{ prop: 'custNum', label: '入格客户数', width: 120 },
{ prop: 'zf365cnt', label: '近365天已走访人数', width: 150 },
{ prop: 'zf180cnt', label: '近180天已走访人数', width: 150 },
{ prop: 'zf90cnt', label: '近90天已走访人数', width: 150 },
{ prop: 'zf30cnt', label: '近30天已走访人数', width: 150 },
{ prop: 'zf365rt', label: '近365天走访率', width: 140 },
{ prop: 'zf180rt', label: '近180天走访率', width: 140 },
{ prop: 'zf90rt', label: '近90天走访率', width: 140 },
{ prop: 'zf30rt', label: '近30天走访率', width: 140 },
{ prop: 'curBalD', label: '活期存款余额（元）', width: 160 },
{ prop: 'sxRat', label: '授信率（%）', width: 120 },
{ prop: 'yxRat', label: '用信覆盖率', width: 120 },
{ prop: 'sxNum', label: '授信户数', width: 120 },
{ prop: 'yxNum', label: '用信户数', width: 120 },
{ prop: 'sxBal', label: '授信金额（合同）', width: 160 },
{ prop: 'balLoan', label: '贷款余额（元）', width: 150 },
{ prop: 'loanAve', label: '贷款年日均（元）', width: 150 },
{ prop: 'yxhtRat', label: '合同签约率（%）', width: 140 },
{ prop: 'dianRat', label: '代扣电费覆盖率（%）', width: 150 },
{ prop: 'shuiRat', label: '代扣水费率（%）', width: 140 },
{ prop: 'taxRat', label: '代扣税费率（%）', width: 140 },
{ prop: 'openRat', label: '开户率（%）', width: 120 },
{ prop: 'yxhtNum', label: '合同签约客户数', width: 150 },
{ prop: 'dianNum', label: '代扣电费客户数', width: 150 },
{ prop: 'shuiNum', label: '代扣水费客户数', width: 150 },
{ prop: 'taxNum', label: '代扣税费数', width: 140 },
{ prop: 'openNum', label: '开户数', width: 120 },
{ prop: 'depBal', label: '存款余额（元）', width: 150 },
{ prop: 'finBal', label: '财富余额（元）', width: 150 },
{ prop: 'grhxNum', label: '个人核心客户数', width: 150 },
{ prop: 'cfyxNum', label: '财富有效客户数', width: 150 },
{ prop: 'yxxykNum', label: '有效信用卡数', width: 140 },
{ prop: 'yxsbkNum', label: '有效社保卡户数', width: 150 },
{ prop: 'twoTo3SbkNum', label: '二换三社保卡户数', width: 160 },
{ prop: 'yljToSbkNum', label: '养老金迁移至社保卡户数', width: 180 },
{ prop: 'fshlNum', label: '丰收互联客户数', width: 150 },
{ prop: 'yxsdNum', label: '有效收单商户', width: 140 },
{ prop: 'hxsdNum', label: '核心收单户数', width: 140 },
{ prop: 'regionCode', label: '归属行政区划编码', width: 160 }
];
export const publicColumns = [
{ prop: 'dt', label: '统计日期', width: 140 },
{ prop: 'groupName', label: '客群名称', width: 180 },
{ prop: 'groupMode', label: '客群模式', width: 100, dict: groupModeDict },
{ prop: 'deptId', label: '归属支行', width: 120 },
{ prop: 'deptName', label: '归属支行名称', width: 140 },
{ prop: 'outletsId', label: '归属网点', width: 120 },
{ prop: 'outletsName', label: '归属网点名称', width: 140 },
{ prop: 'userName', label: '归属客户经理', width: 140 },
{ prop: 'custNum', label: '入格客户数', width: 120 },
{ prop: 'hqCurBalance', label: '活期存款余额', width: 140 },
{ prop: 'bzCurBalance', label: '保证金存款余额', width: 150 },
{ prop: 'loanBalanceCny', label: '贷款余额', width: 140 },
{ prop: 'financeProd711Balance', label: '贴现余额', width: 140 },
{ prop: 'financeProd716Balance', label: '承兑汇票余额', width: 150 },
{ prop: 'loanYearDailyaverage', label: '贷款年日均', width: 140 },
{ prop: 'qfcdRat', label: '签发承兑汇票率', width: 140 },
{ prop: 'txRat', label: '贴现业务率', width: 120 },
{ prop: 'bhRat', label: '保函业务率', width: 120 },
{ prop: 'yxdfgzRat', label: '有效代发工资率', width: 150 },
{ prop: 'dkdfRat', label: '代扣电费率', width: 120 },
{ prop: 'dksfRat', label: '代扣水费率', width: 120 },
{ prop: 'dkshfRat', label: '代扣税费率', width: 120 },
{ prop: 'pjbRat', label: '票据宝签约率', width: 130 },
{ prop: 'czbRat', label: '财资宝签约率', width: 130 },
{ prop: 'sfbRat', label: '收付宝签约率', width: 130 },
{ prop: 'mrbRat', label: '贸融宝签约率', width: 130 },
{ prop: 'szstRat', label: '数字生态产品签约率', width: 170 },
{ prop: 'khRat', label: '开户率', width: 120 },
{ prop: 'gjjsywRat', label: '国际结算业务率', width: 150 },
{ prop: 'yqjshRat', label: '远期结算汇业务率', width: 160 },
{ prop: 'qfcdNum', label: '签发承兑汇票数', width: 150 },
{ prop: 'txNum', label: '贴现业务数', width: 120 },
{ prop: 'bhNum', label: '保函业务数', width: 120 },
{ prop: 'yxdfgzNum', label: '有效代发工资数', width: 150 },
{ prop: 'ustrCountPerM', label: '月均代发工资笔数', width: 150 },
{ prop: 'ustrBalM', label: '月均代发工资金额(元)', width: 170 },
{ prop: 'dkdfNum', label: '代扣电费数', width: 120 },
{ prop: 'dksfNum', label: '代扣水费数', width: 120 },
{ prop: 'dkshfNum', label: '代扣税费数', width: 120 },
{ prop: 'pjbNum', label: '票据宝签约数', width: 130 },
{ prop: 'czbNum', label: '财资宝签约数', width: 130 },
{ prop: 'sfbNum', label: '收付宝签约数', width: 130 },
{ prop: 'mrbNum', label: '贸融宝签约数', width: 130 },
{ prop: 'szstNum', label: '数字生态产品签约数', width: 170 },
{ prop: 'khNum', label: '开户数', width: 120 },
{ prop: 'gjjsywNum', label: '国际结算业务数', width: 150 },
{ prop: 'yqjshNum', label: '远期结算汇业务数', width: 160 },
{ prop: 'htqyRat', label: '合同签约率', width: 130 },
{ prop: 'htqyNum', label: '合同签约数', width: 130 },
{ prop: 'zf365cnt', label: '近365天已走访人数', width: 150 },
{ prop: 'zf180cnt', label: '近180天已走访人数', width: 150 },
{ prop: 'zf90cnt', label: '近90天已走访人数', width: 150 },
{ prop: 'zf30cnt', label: '近30天已走访人数', width: 150 },
{ prop: 'zf365rt', label: '近365天走访率', width: 140 },
{ prop: 'zf180rt', label: '近180天走访率', width: 140 },
{ prop: 'zf90rt', label: '近90天走访率', width: 140 },
{ prop: 'zf30rt', label: '近30天走访率', width: 140 },
{ prop: 'phRat', label: '建档率', width: 120 },
{ prop: 'phNum', label: '建档数', width: 120 },
{ prop: 'regionCode', label: '归属行政区划编码', width: 160 }
];
export const retailDetailColumns = [
{ prop: 'custName', label: '客户名称', width: 160 },
{ prop: 'custIdc', label: '客户证件号', width: 180 },
{ prop: 'custIsn', label: '客户内码', width: 140 },
{ prop: 'curBalD', label: '活期存款余额', width: 140 },
{ prop: 'balLoan', label: '贷款余额', width: 140 },
{ prop: 'loanAve', label: '贷款年日均', width: 140 },
{ prop: 'isSx', label: '是否授信', width: 100 },
{ prop: 'isYx', label: '是否用信', width: 100 },
{ prop: 'sxBal', label: '授信金额', width: 120 },
{ prop: 'isYxht', label: '是否合同签约', width: 120 },
{ prop: 'isXyk', label: '是否持有信用卡', width: 130 },
{ prop: 'fshl', label: '是否开通丰收互联', width: 140 },
{ prop: 'isSd', label: '是否办理收单', width: 120 },
{ prop: 'dian', label: '是否代扣电费', width: 120 },
{ prop: 'shui', label: '是否代扣水费', width: 120 },
{ prop: 'tax', label: '是否代扣税费', width: 120 },
{ prop: 'openNum', label: '开户数', width: 100 },
{ prop: 'depBal', label: '存款余额', width: 120 },
{ prop: 'finBal', label: '财富余额', width: 120 },
{ prop: 'isGrhx', label: '是否个人核心客户', width: 140 },
{ prop: 'isCfyx', label: '是否财富有效客户', width: 140 },
{ prop: 'isYxsbk', label: '是否有效社保卡客户', width: 150 },
{ prop: 'is2to3Sbk', label: '是否二换三社保卡', width: 140 },
{ prop: 'isYljToSbk', label: '是否养老金迁移至社保卡', width: 180 },
{ prop: 'is365zf', label: '近365天有无走访', width: 140 },
{ prop: 'is180zf', label: '近180天有无走访', width: 140 },
{ prop: 'is90zf', label: '近90天有无走访', width: 140 },
{ prop: 'is30zf', label: '近30天有无走访', width: 140 },
{ prop: 'isHxsd', label: '是否核心收单', width: 120 },
{ prop: 'custType', label: '客户类型', width: 100 },
{ prop: 'regionCode', label: '归属行政区划编码', width: 160 }
];
export const publicDetailColumns = [
{ prop: 'custName', label: '客户名称', width: 160 },
{ prop: 'socialCreditCode', label: '客户证件号', width: 200 },
{ prop: 'custIsn', label: '客户内码', width: 140 },
{ prop: 'hqCurBalance', label: '活期存款余额', width: 140 },
{ prop: 'bzCurBalance', label: '保证金存款余额', width: 150 },
{ prop: 'isCredit', label: '是否授信', width: 100 },
{ prop: 'loanBalanceCny', label: '贷款余额', width: 140 },
{ prop: 'loanYearDailyaverage', label: '贷款年日均', width: 140 },
{ prop: 'financeProd716OpenFlag', label: '是否有签发承兑汇票', width: 160 },
{ prop: 'financeProd716Balance', label: '承兑汇票余额', width: 150 },
{ prop: 'financeProd711OpenFlag', label: '是否有贴现业务', width: 140 },
{ prop: 'financeProd711Balance', label: '贴现金额', width: 120 },
{ prop: 'intlBussinessJcbhOpenFlag', label: '是否有保函业务', width: 140 },
{ prop: 'isUstr', label: '是否为有效代发工资客户', width: 170 },
{ prop: 'ustrCountPerM', label: '月均代发工资笔数', width: 150 },
{ prop: 'ustrBalM', label: '月均代发工资金额(元)', width: 170 },
{ prop: 'elecchargeSignFlag', label: '是否代扣电费', width: 120 },
{ prop: 'waterchargeSignFlag', label: '是否代扣水费', width: 120 },
{ prop: 'taxdeductionSignFlag', label: '是否代扣税费', width: 120 },
{ prop: 'pjb', label: '是否票据宝签约', width: 130 },
{ prop: 'czb', label: '是否财资宝签约', width: 130 },
{ prop: 'sfb', label: '是否收付宝签约', width: 130 },
{ prop: 'mrb', label: '是否贸融宝签约', width: 130 },
{ prop: 'szst', label: '是否数字生态产品签约', width: 170 },
{ prop: 'isOpenSts', label: '是否开户', width: 100 },
{ prop: 'intlBussinessOpenFlag', label: '是否国际结算业务', width: 150 },
{ prop: 'intlBussiness325OpenFlag', label: '是否有远期结算汇业务', width: 170 },
{ prop: 'isHtqy', label: '是否合同签约', width: 120 },
{ prop: 'deptName', label: '归属支行名称', width: 140 },
{ prop: 'outletsId', label: '归属网点id', width: 120 },
{ prop: 'outletsName', label: '归属网点名称', width: 140 },
{ prop: 'userName', label: '归属客户经理', width: 140 },
{ prop: 'deptId', label: '归属支行id', width: 120 },
{ prop: 'is365zf', label: '近365天有无走访', width: 140 },
{ prop: 'is180zf', label: '近180天有无走访', width: 140 },
{ prop: 'is90zf', label: '近90天有无走访', width: 140 },
{ prop: 'is30zf', label: '近30天有无走访', width: 140 },
{ prop: 'isPh', label: '是否建档', width: 100 },
{ prop: 'custType', label: '客户类型', width: 100 },
{ prop: 'regionCode', label: '归属行政区划编码', width: 160 }
];