0410-海宁预警转发+北仑客群优化+海宁aum报表导出下载

ibs-group/src/main/java/com/ruoyi/group/domain/dto/CustGroupMemberQueryDTO.java

@@ -48,4 +48,22 @@ public class CustGroupMemberQueryDTO {
      */
     @ApiModelProperty(value = "客户经理姓名")
     private String nickName;
+
+    /**
+     * 当前用户角色
+     */
+    @ApiModelProperty(value = "当前用户角色", hidden = true)
+    private String userRole;
+
+    /**
+     * 当前用户名
+     */
+    @ApiModelProperty(value = "当前用户名", hidden = true)
+    private String currentUserName;
+
+    /**
+     * 当前机构ID
+     */
+    @ApiModelProperty(value = "当前机构ID", hidden = true)
+    private Long currentDeptId;
 }

ibs-group/src/main/java/com/ruoyi/group/domain/dto/CustGroupQueryDTO.java

@@ -51,6 +51,12 @@ public class CustGroupQueryDTO implements Serializable {
     @ApiModelProperty(value = "视图类型", name = "viewType")
     private String viewType;
 
+    /**
+     * 当前用户是否属于总行管理员口径
+     */
+    @ApiModelProperty(value = "当前用户是否总行管理员", hidden = true)
+    private Boolean headRole;
+
     /**
      * 页码
      */

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

@@ -34,7 +34,8 @@ public interface CustGroupMapper extends BaseMapper<CustGroup> {
      */
     List<CustGroupVO> selectCustGroupList(@Param("dto") CustGroupQueryDTO dto,
                                           @Param("userName") String userName,
-                                          @Param("deptId") String deptId);
+                                          @Param("deptId") String deptId,
+                                          @Param("headId") String headId);
 
     /**
      * 根据ID查询客群详情
@@ -44,7 +45,9 @@ public interface CustGroupMapper extends BaseMapper<CustGroup> {
      */
     CustGroupVO selectCustGroupById(@Param("id") Long id,
                                     @Param("userName") String userName,
-                                    @Param("deptId") String deptId);
+                                    @Param("deptId") String deptId,
+                                    @Param("headRole") Boolean headRole,
+                                    @Param("headId") String headId);
 
     /**
      * 校验当前用户是否有客群查看权限
@@ -56,7 +59,18 @@ public interface CustGroupMapper extends BaseMapper<CustGroup> {
      */
     Long countVisibleCustGroup(@Param("id") Long id,
                                @Param("userName") String userName,
-                               @Param("deptId") String deptId);
+                               @Param("deptId") String deptId,
+                               @Param("headRole") Boolean headRole,
+                               @Param("headId") String headId);
+
+    /**
+     * 校验客群是否属于总行管理员共享操作范围
+     *
+     * @param id 客群ID
+     * @return 数量
+     */
+    Long countHeadOperableCustGroup(@Param("id") Long id,
+                                    @Param("headId") String headId);
 
     /**
      * 查询所有已有的客群标签

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

@@ -41,6 +41,9 @@ public class CustGroupMemberServiceImpl implements ICustGroupMemberService {
     @Override
     public List<CustGroupMemberVO> listCustGroupMembers(Long groupId, CustGroupMemberQueryDTO dto) {
         custGroupService.checkCustGroupViewPermission(groupId);
+        dto.setUserRole(SecurityUtils.userRole());
+        dto.setCurrentUserName(SecurityUtils.getUsername());
+        dto.setCurrentDeptId(SecurityUtils.getDeptId());
         // 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;
@@ -109,7 +112,14 @@ public class CustGroupMemberServiceImpl implements ICustGroupMemberService {
         if (custGroup == null) {
             throw new ServiceException("客群不存在");
         }
-        if (!SecurityUtils.getUsername().equals(custGroup.getUserName())) {
+        if (!SecurityUtils.hasRole("headAdmin")
+                && !SecurityUtils.hasRole("headPublic")
+                && !SecurityUtils.hasRole("headPrivate")
+                && !SecurityUtils.hasRole("headOps")) {
+            throw new ServiceException("无权限操作该客群");
+        }
+        Long count = custGroupMapper.countHeadOperableCustGroup(groupId, SecurityUtils.getHeadId());
+        if (count == null || count <= 0) {
             throw new ServiceException("无权限操作该客群");
         }
 

ibs-group/src/main/java/com/ruoyi/group/service/impl/CustGroupServiceImpl.java

@@ -67,12 +67,24 @@ public class CustGroupServiceImpl implements ICustGroupService {
 
     @Override
     public List<CustGroupVO> listCustGroup(CustGroupQueryDTO dto) {
-        return custGroupMapper.selectCustGroupList(dto, SecurityUtils.getUsername(), String.valueOf(SecurityUtils.getDeptId()));
+        dto.setHeadRole(isHeadCustGroupAdmin());
+        return custGroupMapper.selectCustGroupList(
+                dto,
+                SecurityUtils.getUsername(),
+                String.valueOf(SecurityUtils.getDeptId()),
+                SecurityUtils.getHeadId()
+        );
     }
 
     @Override
     public CustGroupVO getCustGroup(Long id) {
-        CustGroupVO custGroup = custGroupMapper.selectCustGroupById(id, SecurityUtils.getUsername(), String.valueOf(SecurityUtils.getDeptId()));
+        CustGroupVO custGroup = custGroupMapper.selectCustGroupById(
+                id,
+                SecurityUtils.getUsername(),
+                String.valueOf(SecurityUtils.getDeptId()),
+                isHeadCustGroupAdmin(),
+                SecurityUtils.getHeadId()
+        );
         if (custGroup == null) {
             throw new ServiceException("客群不存在");
         }
@@ -82,6 +94,7 @@ public class CustGroupServiceImpl implements ICustGroupService {
     @Override
     @Transactional(rollbackFor = Exception.class)
     public String createCustGroupByTemplate(CustGroup custGroup, MultipartFile file) {
+        assertHeadCustGroupAdmin();
         // 检查客群名称是否存在
         if (checkGroupNameExist(custGroup.getGroupName())) {
             throw new ServiceException("客群名称已存在");
@@ -117,6 +130,7 @@ public class CustGroupServiceImpl implements ICustGroupService {
         if (existGroup == null) {
             throw new ServiceException("客群不存在");
         }
+        assertOperatePermission(existGroup);
         // 检查客群是否正在创建或更新
         if ("0".equals(existGroup.getCreateStatus())) {
             throw new ServiceException("客群正在处理中，请稍后再试");
@@ -167,6 +181,11 @@ public class CustGroupServiceImpl implements ICustGroupService {
             throw new ServiceException("请选择要删除的客群");
         }
         for (Long id : idList) {
+            CustGroup custGroup = custGroupMapper.selectById(id);
+            if (custGroup == null) {
+                throw new ServiceException("客群不存在");
+            }
+            assertOperatePermission(custGroup);
             // 删除客群客户关联
             LambdaQueryWrapper<CustGroupMember> memberWrapper = new LambdaQueryWrapper<>();
             memberWrapper.eq(CustGroupMember::getGroupId, id);
@@ -196,12 +215,39 @@ public class CustGroupServiceImpl implements ICustGroupService {
 
     @Override
     public void checkCustGroupViewPermission(Long id) {
-        Long count = custGroupMapper.countVisibleCustGroup(id, SecurityUtils.getUsername(), String.valueOf(SecurityUtils.getDeptId()));
+        Long count = custGroupMapper.countVisibleCustGroup(
+                id,
+                SecurityUtils.getUsername(),
+                String.valueOf(SecurityUtils.getDeptId()),
+                isHeadCustGroupAdmin(),
+                SecurityUtils.getHeadId()
+        );
         if (count == null || count <= 0) {
             throw new ServiceException("客群不存在或无查看权限");
         }
     }
 
+    public boolean isHeadCustGroupAdmin() {
+        return SecurityUtils.hasRole("headAdmin")
+                || SecurityUtils.hasRole("headPublic")
+                || SecurityUtils.hasRole("headPrivate")
+                || SecurityUtils.hasRole("headOps");
+    }
+
+    public void assertHeadCustGroupAdmin() {
+        if (!isHeadCustGroupAdmin()) {
+            throw new ServiceException("当前用户无权限操作该功能");
+        }
+    }
+
+    private void assertOperatePermission(CustGroup custGroup) {
+        assertHeadCustGroupAdmin();
+        Long count = custGroupMapper.countHeadOperableCustGroup(custGroup.getId(), SecurityUtils.getHeadId());
+        if (count == null || count <= 0) {
+            throw new ServiceException("无权限操作该客群");
+        }
+    }
+
     @Override
     public void updateDynamicCustGroups() {
         log.info("开始更新动态客群...");

ibs-group/src/main/resources/mapper/group/CustGroupMapper.xml

@@ -6,7 +6,22 @@
 
     <sql id="custGroupVisibleBaseCondition">
         AND (
-            cg.user_name = #{userName}
+            <choose>
+                <when test="headRole != null and headRole">
+                    EXISTS (
+                        SELECT 1
+                        FROM sys_user su
+                        LEFT JOIN sys_user_role sur ON su.user_id = sur.user_id
+                        LEFT JOIN sys_role sr ON sur.role_id = sr.role_id
+                        WHERE su.user_name = cg.user_name
+                          AND LEFT(CAST(cg.dept_id AS CHAR), 3) = #{headId}
+                          AND sr.role_key IN ('headAdmin', 'headPublic', 'headPrivate', 'headOps')
+                    )
+                </when>
+                <otherwise>
+                    1 = 2
+                </otherwise>
+            </choose>
             OR (
                 cg.share_enabled = 1
                 AND cg.group_status = '0'
@@ -20,7 +35,22 @@
     <sql id="custGroupVisibleCondition">
         <choose>
             <when test="dto != null and dto.viewType == 'mine'">
-                AND cg.user_name = #{userName}
+                <choose>
+                    <when test="dto.headRole">
+                        AND EXISTS (
+                            SELECT 1
+                            FROM sys_user su
+                            LEFT JOIN sys_user_role sur ON su.user_id = sur.user_id
+                            LEFT JOIN sys_role sr ON sur.role_id = sr.role_id
+                            WHERE su.user_name = cg.user_name
+                              AND LEFT(CAST(cg.dept_id AS CHAR), 3) = #{headId}
+                              AND sr.role_key IN ('headAdmin', 'headPublic', 'headPrivate', 'headOps')
+                        )
+                    </when>
+                    <otherwise>
+                        AND 1 = 2
+                    </otherwise>
+                </choose>
             </when>
             <when test="dto != null and dto.viewType == 'sharedToMe'">
                 AND cg.share_enabled = 1
@@ -116,6 +146,22 @@
           <include refid="custGroupVisibleBaseCondition"/>
     </select>
 
+    <select id="countHeadOperableCustGroup" resultType="java.lang.Long">
+        SELECT COUNT(1)
+        FROM ibs_cust_group cg
+        WHERE cg.id = #{id}
+          AND cg.del_flag = '0'
+          AND EXISTS (
+              SELECT 1
+              FROM sys_user su
+              LEFT JOIN sys_user_role sur ON su.user_id = sur.user_id
+              LEFT JOIN sys_role sr ON sur.role_id = sr.role_id
+              WHERE su.user_name = cg.user_name
+                AND LEFT(CAST(cg.dept_id AS CHAR), 3) = #{headId}
+                AND sr.role_key IN ('headAdmin', 'headPublic', 'headPrivate', 'headOps')
+          )
+    </select>
+
     <select id="selectAllGroupTags" resultType="java.lang.String">
         SELECT DISTINCT group_tags
         FROM ibs_cust_group

ibs-group/src/main/resources/mapper/group/CustGroupMemberMapper.xml

@@ -24,6 +24,17 @@
         <where>
             cgm.group_id = #{groupId}
             AND cgm.del_flag = '0'
+            <choose>
+                <when test="dto != null and dto.userRole == 'branch'">
+                    AND cgm.branch_id = #{dto.currentDeptId}
+                </when>
+                <when test="dto != null and dto.userRole == 'outlet'">
+                    AND cgm.outlet_id = #{dto.currentDeptId}
+                </when>
+                <when test="dto != null and dto.userRole == 'manager'">
+                    AND cgm.user_name = #{dto.currentUserName}
+                </when>
+            </choose>
             <if test="dto != null and dto.custType != null and dto.custType != ''">
                 AND cgm.cust_type = #{dto.custType}
             </if>

ibs/src/main/java/com/ruoyi/ibs/cmpm/controller/GridCmpmController.java

@@ -5,6 +5,7 @@ import com.ruoyi.common.annotation.Log;
 import com.ruoyi.common.core.controller.BaseController;
 import com.ruoyi.common.core.domain.AjaxResult;
 import com.ruoyi.common.core.page.TableDataPageInfo;
+import com.ruoyi.common.enums.BusinessType;
 import com.ruoyi.common.utils.SecurityUtils;
 import com.ruoyi.ibs.cmpm.domain.dto.CustLevelDTO;
 import com.ruoyi.ibs.cmpm.domain.dto.CustManagerDTO;
@@ -104,6 +105,17 @@ public class GridCmpmController extends BaseController {
         return success(gridCmpmService.getCustLevelListForManager());
     }
 
+    @PostMapping("/custManager/export")
+    @Log(title = "绩效网格-管户报表异步导出", businessType = BusinessType.EXPORT)
+    @ApiOperation("管户报表异步导出")
+    public AjaxResult exportCustManager(@RequestBody(required = false) CustManagerDTO custManagerDTO) {
+        if (custManagerDTO == null) {
+            custManagerDTO = new CustManagerDTO();
+        }
+        String taskId = gridCmpmService.exportCustManagerAsync(custManagerDTO);
+        return AjaxResult.success("导出任务创建成功，请稍后前往下载中心下载", taskId);
+    }
+
     @GetMapping("/custLevel/count")
     @Log(title = "绩效网格-查询客户分层等级")
     @ApiOperation("查询客户分层等级")

ibs/src/main/java/com/ruoyi/ibs/cmpm/domain/vo/DwbRetailCustLevelManagerDetailVO.java

@@ -1,7 +1,6 @@
 package com.ruoyi.ibs.cmpm.domain.vo;
 
-import com.baomidou.mybatisplus.annotation.TableId;
+import com.alibaba.excel.annotation.ExcelProperty;
-import com.baomidou.mybatisplus.annotation.TableName;
 import io.swagger.annotations.ApiModel;
 import io.swagger.annotations.ApiModelProperty;
 import lombok.Data;
@@ -24,74 +23,92 @@ public class DwbRetailCustLevelManagerDetailVO {
 
     /** 网点号 */
     @ApiModelProperty(value = "网点号")
+    @ExcelProperty("网点号")
     private String outletId;
 
     /** 网点名 */
     @ApiModelProperty(value = "网点名")
+    @ExcelProperty("网点名")
     private String outletName;
 
     /** 支行号 */
     @ApiModelProperty(value = "支行号")
+    @ExcelProperty("支行号")
     private String branchId;
 
     /** 支行名 */
     @ApiModelProperty(value = "支行名")
+    @ExcelProperty("支行名")
     private String branchName;
 
     /** 客户名称 */
     @ApiModelProperty(value = "客户名称")
+    @ExcelProperty("客户名称")
     private String custName;
 
     /** 客户证件号 */
     @ApiModelProperty(value = "客户证件号")
+    @ExcelProperty("客户证件号")
     private String custIdc;
 
     /** 客户内码 */
     @ApiModelProperty(value = "客户内码")
+    @ExcelProperty("客户内码")
     private String custIsn;
 
     /** 年龄 */
     @ApiModelProperty(value = "年龄")
+    @ExcelProperty("年龄")
     private String custAge;
 
     /** 性别 */
     @ApiModelProperty(value = "性别")
+    @ExcelProperty("性别")
     private String custSex;
 
     /** 联系电话 */
     @ApiModelProperty(value = "联系电话")
+    @ExcelProperty("联系电话")
     private String custPhone;
 
     /** 联系地址 */
     @ApiModelProperty(value = "联系地址")
+    @ExcelProperty("联系地址")
     private String custAddress;
 
     /** 总资产余额 */
     @ApiModelProperty(value = "总资产余额")
+    @ExcelProperty("总资产余额")
     private BigDecimal custAumBal;
 
     /** 总资产余额较上月变动 */
     @ApiModelProperty(value = "总资产余额较上月变动")
+    @ExcelProperty("总资产余额较上月变动")
     private BigDecimal aumBalCompLm;
 
     /** 总资产月日均 */
     @ApiModelProperty(value = "总资产月日均")
+    @ExcelProperty("总资产余额月日均")
     private BigDecimal custAumMonthAvg;
 
     /** 客户星级 */
     @ApiModelProperty(value = "客户星级")
+    @ExcelProperty("客户星级")
     private String custLevel;
 
     /** 星级较上月变动 */
     @ApiModelProperty(value = "星级较上月变动")
+    @ExcelProperty("星级较上月变动")
     private String custLevelCompLm;
 
     /** 责任人 */
     @ApiModelProperty(value = "责任人")
+    @ExcelProperty("责任人")
     private String managerName;
 
     /** 责任人柜员号 */
     @ApiModelProperty(value = "责任人柜员号")
+    @ExcelProperty("责任人柜员号")
     private String managerId;
 
 }

ibs/src/main/java/com/ruoyi/ibs/cmpm/mapper/GridCmpmMapper.java

@@ -47,6 +47,11 @@ public interface GridCmpmMapper {
 
     List<DwbRetailCustLevelManagerDetailVO> getCustManagerList(CustManagerDTO custManagerDTO);
 
+    List<DwbRetailCustLevelManagerDetailVO> getCustManagerListByPage(@Param("dto") CustManagerDTO custManagerDTO,
+                                                                     @Param("headId") String headId,
+                                                                     @Param("offset") Integer offset,
+                                                                     @Param("pageSize") Integer pageSize);
+
     int getCustLevelCount(CustManagerDTO custManagerDTO);
 
     List<CustBaseInfo> selectCustInfoFromGridCmpm(CustBaseInfo custBaseInfo);

ibs/src/main/java/com/ruoyi/ibs/cmpm/service/GridCmpmService.java

@@ -1,11 +1,15 @@
 package com.ruoyi.ibs.cmpm.service;
 
+import com.alibaba.excel.EasyExcel;
+import com.alibaba.excel.ExcelWriter;
+import com.alibaba.excel.write.metadata.WriteSheet;
 import com.fasterxml.jackson.databind.ObjectMapper;
 import com.ruoyi.common.core.domain.entity.SysDictData;
 import com.ruoyi.common.core.redis.RedisCache;
 import com.ruoyi.common.exception.ServiceException;
 import com.ruoyi.common.utils.SecurityUtils;
 import com.ruoyi.common.utils.bean.BeanUtils;
+import com.ruoyi.common.utils.uuid.IdUtils;
 import com.ruoyi.ibs.cmpm.domain.dto.CustLevelDTO;
 import com.ruoyi.ibs.cmpm.domain.dto.CustManagerDTO;
 import com.ruoyi.ibs.cmpm.domain.dto.GridCmpmListDTO;
@@ -14,11 +18,19 @@ import com.ruoyi.ibs.cmpm.domain.vo.DwbRetailCustLevelManagerDetailVO;
 import com.ruoyi.ibs.cmpm.domain.vo.DwbRetailResultVO;
 import com.ruoyi.ibs.cmpm.domain.vo.GridCmpmVO;
 import com.ruoyi.ibs.cmpm.mapper.GridCmpmMapper;
+import com.ruoyi.ibs.task.domain.entity.ImportExportTask;
+import com.ruoyi.ibs.task.mapper.ImportExportTaskMapper;
+import com.ruoyi.system.enums.OssFileEnum;
+import com.ruoyi.system.service.OssFileService;
+import lombok.extern.slf4j.Slf4j;
 import org.springframework.stereotype.Service;
 
 import javax.annotation.Resource;
+import java.io.File;
 import java.math.BigDecimal;
+import java.text.SimpleDateFormat;
 import java.util.*;
+import java.util.concurrent.ExecutorService;
 import java.util.concurrent.TimeUnit;
 import java.util.stream.Collectors;
 
@@ -27,6 +39,7 @@ import java.util.stream.Collectors;
  * @Date 2025/10/15
  **/
 @Service
+@Slf4j
 public class GridCmpmService {
 
 
@@ -39,6 +52,15 @@ public class GridCmpmService {
     @Resource
     private RedisCache redisCache;
 
+    @Resource
+    private ImportExportTaskMapper importExportTaskMapper;
+
+    @Resource
+    private OssFileService ossFileService;
+
+    @Resource(name = "excelExportExecutor")
+    private ExecutorService executorService;
+
     private final String CUST_LEVEL_COUNT_KEY = "GRID_CMPM_CUST_LEVEL_COUNT_";
 
     public List<GridCmpmVO> selectManageList(GridCmpmListDTO gridCmpmRetailListDTO){
@@ -94,33 +116,32 @@ public class GridCmpmService {
     }
 
     public List<DwbRetailCustLevelManagerDetailVO> selectCustManagerList(CustManagerDTO custManagerDTO) {
-        String userRole = SecurityUtils.userRole();
+        applyCustManagerScope(custManagerDTO);
-        if (userRole.equals("manager")){
-            //客户经理查自己
-            custManagerDTO.setManagerId(SecurityUtils.getUsername());
-        }else if (userRole.equals("outlet")){
-            //网点管理员查网点
-            custManagerDTO.setOutletId(String.valueOf(SecurityUtils.getDeptId()));
-        }else if (userRole.equals("branch")){
-            //支行管理员查支行
-            custManagerDTO.setBranchId(String.valueOf(SecurityUtils.getDeptId()));
-        }
-        //其他角色查全部
         return gridCmpmMapper.getCustManagerList(custManagerDTO);
     }
 
+    public String exportCustManagerAsync(CustManagerDTO custManagerDTO) {
+        applyCustManagerScope(custManagerDTO);
+        String headId = SecurityUtils.getHeadId();
+
+        ImportExportTask task = new ImportExportTask();
+        String taskId = IdUtils.randomUUID();
+        task.setId(taskId);
+        task.setStatus("0");
+        Date now = new Date();
+        SimpleDateFormat sdf = new SimpleDateFormat("yyyy-MM-dd HH:mm:ss");
+        task.setFileName(sdf.format(now) + "管户报表导出");
+        task.setUserName(SecurityUtils.getUsername());
+        task.setCreateTime(now);
+        importExportTaskMapper.insert(task);
+
+        String userName = SecurityUtils.getUsername();
+        executorService.submit(() -> doExportCustManager(taskId, custManagerDTO, userName, headId));
+        return taskId;
+    }
+
     public int custLevelCount(CustManagerDTO custManagerDTO) {
-        String userRole = SecurityUtils.userRole();
+        applyCustManagerScope(custManagerDTO);
-        if (userRole.equals("manager")){
-            //客户经理查自己
-            custManagerDTO.setManagerId(SecurityUtils.getUsername());
-        }else if (userRole.equals("outlet")){
-            //网点管理员查网点
-            custManagerDTO.setOutletId(String.valueOf(SecurityUtils.getDeptId()));
-        }else if (userRole.equals("branch")){
-            //支行管理员查支行
-            custManagerDTO.setBranchId(String.valueOf(SecurityUtils.getDeptId()));
-        }
         return gridCmpmMapper.getCustLevelCount(custManagerDTO);
     }
 
@@ -274,6 +295,64 @@ public class GridCmpmService {
         return custLevelCountMap;
     }
 
+    private void applyCustManagerScope(CustManagerDTO custManagerDTO) {
+        String userRole = SecurityUtils.userRole();
+        if (userRole.equals("manager")) {
+            custManagerDTO.setManagerId(SecurityUtils.getUsername());
+        } else if (userRole.equals("outlet")) {
+            custManagerDTO.setOutletId(String.valueOf(SecurityUtils.getDeptId()));
+        } else if (userRole.equals("branch")) {
+            custManagerDTO.setBranchId(String.valueOf(SecurityUtils.getDeptId()));
+        }
+    }
+
+    private void doExportCustManager(String taskId, CustManagerDTO custManagerDTO, String userName, String headId) {
+        ImportExportTask task = importExportTaskMapper.selectById(taskId);
+        File tempFile = null;
+        try {
+            tempFile = File.createTempFile("管户报表导出_" + taskId + "-", ".xlsx");
+            ExcelWriter excelWriter = EasyExcel.write(tempFile, DwbRetailCustLevelManagerDetailVO.class).build();
+            WriteSheet writeSheet = EasyExcel.writerSheet("管户报表").build();
+            int pageSize = 1000;
+            int pageNum = 0;
+            List<DwbRetailCustLevelManagerDetailVO> pageData;
+
+            do {
+                pageData = gridCmpmMapper.getCustManagerListByPage(custManagerDTO, headId, pageNum * pageSize, pageSize);
+                if (!pageData.isEmpty()) {
+                    excelWriter.write(pageData, writeSheet);
+                }
+                pageNum++;
+            } while (pageData.size() == pageSize);
+
+            excelWriter.finish();
+
+            String ossUUId = ossFileService.uploadFileToOss(
+                    OssFileEnum.CUST_MANAGER_REPORT,
+                    tempFile,
+                    "管户报表导出_" + taskId + ".xlsx",
+                    userName
+            );
+
+            task.setStatus("1");
+            task.setFileUrl(ossUUId);
+            task.setFinishTime(new Date());
+            importExportTaskMapper.updateById(task);
+        } catch (Exception e) {
+            task.setStatus("2");
+            task.setFinishTime(new Date());
+            task.setErrorMsg(e.getMessage());
+            importExportTaskMapper.updateById(task);
+        } finally {
+            if (Objects.nonNull(tempFile)) {
+                boolean deleted = tempFile.delete();
+                if (!deleted) {
+                    log.warn("临时文件删除失败: {}", tempFile.getAbsolutePath());
+                }
+            }
+        }
+    }
+
     // 计算客户等级变化情况
     private Map<String, Integer> calculateLevelChanges(Map<String, Integer> historyMap, Map<String, Integer> currentMap) {
         Map<String, Integer> changesMap = new HashMap<>();

ibs/src/main/java/com/ruoyi/ibs/task/controller/WorkRecordController.java

@@ -1,12 +1,15 @@
 package com.ruoyi.ibs.task.controller;
 
+import java.util.Arrays;
 import java.util.Date;
 import java.util.List;
+import java.util.stream.Collectors;
 import javax.annotation.Resource;
 
 import com.github.pagehelper.Page;
 import com.ruoyi.common.annotation.Log;
 import com.ruoyi.common.core.page.TableDataPageInfo;
+import com.ruoyi.ibs.task.domain.dto.AlterForwardRequest;
 import com.ruoyi.ibs.task.domain.dto.WorkRecordDTO;
 import com.ruoyi.ibs.task.domain.entity.Alter;
 import com.ruoyi.ibs.task.domain.entity.AlterConfig;
@@ -95,12 +98,37 @@ public class WorkRecordController extends BaseController {
     @GetMapping("/alter/allList")
     @Log(title = "工作台-查询预警信息")
     @ApiOperation("查询所有预警信息")
-    public TableDataPageInfo<AlterVO> allAlterList(String status, String alterType) {
+    public TableDataPageInfo<AlterVO> allAlterList(String status, String alterType, String forwardFlag) {
         Page<Object> page = startPage();
-        List<AlterVO> list = workRecordService.getAllAlterList(status, alterType);
+        List<AlterVO> list = workRecordService.getAllAlterList(status, alterType, forwardFlag);
         return getDataTable(list, page);
     }
 
+    @GetMapping("/alter/forward/meta")
+    @Log(title = "工作台-查询预警转发元数据")
+    @ApiOperation("查询预警转发元数据")
+    public AjaxResult getAlterForwardMeta(@RequestParam String ids) {
+        List<Long> idList = Arrays.stream(ids.split(","))
+                .filter(org.apache.commons.lang3.StringUtils::isNotBlank)
+                .map(Long::valueOf)
+                .collect(Collectors.toList());
+        return AjaxResult.success(workRecordService.getAlterForwardMeta(idList));
+    }
+
+    @PostMapping("/alter/forward")
+    @Log(title = "工作台-转发预警信息")
+    @ApiOperation("批量转发预警信息")
+    public AjaxResult forwardAlter(@Validated @RequestBody AlterForwardRequest request) {
+        AlterForwardResultVO result = workRecordService.forwardAlter(request);
+        if (result.getSuccessCount() > 0 && result.getFailCount() > 0) {
+            return AjaxResult.success("成功转发" + result.getSuccessCount() + "条，失败" + result.getFailCount() + "条", result);
+        }
+        if (result.getSuccessCount() > 0) {
+            return AjaxResult.success("成功转发" + result.getSuccessCount() + "条", result);
+        }
+        return AjaxResult.error("未能成功转发，失败" + result.getFailCount() + "条");
+    }
+
     @GetMapping("/alter/count")
     @Log(title = "工作台-查询预警推送次数")
     @ApiOperation("查询预警推送次数")

ibs/src/main/java/com/ruoyi/ibs/task/domain/dto/AlterForwardRequest.java

@@ -0,0 +1,23 @@
+package com.ruoyi.ibs.task.domain.dto;
+
+import lombok.Data;
+
+import javax.validation.constraints.NotBlank;
+import javax.validation.constraints.NotEmpty;
+import java.util.List;
+
+@Data
+public class AlterForwardRequest {
+
+    @NotEmpty(message = "请选择需要转发的预警")
+    private List<Long> ids;
+
+    @NotBlank(message = "请选择转发目标类型")
+    private String targetType;
+
+    private Long deptId;
+
+    private String userName;
+
+    private Boolean useHistory;
+}

ibs/src/main/java/com/ruoyi/ibs/task/domain/dto/ForwardTarget.java

@@ -0,0 +1,19 @@
+package com.ruoyi.ibs.task.domain.dto;
+
+import lombok.AllArgsConstructor;
+import lombok.Data;
+
+@Data
+@AllArgsConstructor
+public class ForwardTarget {
+
+    private String targetType;
+
+    private Long deptId;
+
+    private String userName;
+
+    private String nickName;
+
+    private String targetName;
+}

ibs/src/main/java/com/ruoyi/ibs/task/domain/entity/AlterAssignHistory.java

@@ -0,0 +1,53 @@
+package com.ruoyi.ibs.task.domain.entity;
+
+import com.baomidou.mybatisplus.annotation.IdType;
+import com.baomidou.mybatisplus.annotation.TableId;
+import com.baomidou.mybatisplus.annotation.TableName;
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.annotations.ApiModelProperty;
+import lombok.Data;
+
+import java.io.Serializable;
+import java.util.Date;
+
+@Data
+@TableName("alter_assign_history")
+public class AlterAssignHistory implements Serializable {
+
+    @TableId(type = IdType.AUTO)
+    private Long id;
+
+    @ApiModelProperty("预警类型")
+    private String alterType;
+
+    @ApiModelProperty("客户号")
+    private String custId;
+
+    @ApiModelProperty("客户姓名")
+    private String custName;
+
+    @ApiModelProperty("所属支行/当前操作机构ID")
+    private Long deptId;
+
+    @ApiModelProperty("最近一次转发目标类型：dept/user")
+    private String lastAssignTargetType;
+
+    @ApiModelProperty("最近一次转发目标部门ID")
+    private Long lastAssignTargetDeptId;
+
+    @ApiModelProperty("最近一次转发目标用户账号")
+    private String lastAssignTargetUser;
+
+    @ApiModelProperty("最近一次转发目标名称")
+    private String lastAssignTargetName;
+
+    @ApiModelProperty("最近一次转发操作人账号")
+    private String lastAssignByUser;
+
+    @ApiModelProperty("最近一次转发操作人角色")
+    private String lastAssignByRole;
+
+    @ApiModelProperty("更新时间")
+    @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
+    private Date updateTime;
+}

ibs/src/main/java/com/ruoyi/ibs/task/domain/entity/WorkRecord.java

@@ -94,4 +94,8 @@ public class WorkRecord implements Serializable {
     @ApiModelProperty(value = "是否逾期", notes = "")
     private Integer isOverdue;
 
+    /** 当前承接部门ID，仅转发到网点时使用 */
+    @ApiModelProperty(value = "当前承接部门ID", notes = "")
+    private Long deptId;
+
 }

ibs/src/main/java/com/ruoyi/ibs/task/domain/vo/AlterAssignTargetVO.java

@@ -0,0 +1,14 @@
+package com.ruoyi.ibs.task.domain.vo;
+
+import io.swagger.annotations.ApiModelProperty;
+import lombok.Data;
+
+@Data
+public class AlterAssignTargetVO {
+
+    @ApiModelProperty("目标编码")
+    private String targetCode;
+
+    @ApiModelProperty("目标名称")
+    private String targetName;
+}

ibs/src/main/java/com/ruoyi/ibs/task/domain/vo/AlterForwardMetaVO.java

@@ -0,0 +1,32 @@
+package com.ruoyi.ibs.task.domain.vo;
+
+import io.swagger.annotations.ApiModelProperty;
+import lombok.Data;
+
+import java.util.ArrayList;
+import java.util.List;
+
+@Data
+public class AlterForwardMetaVO {
+
+    @ApiModelProperty("可选网点列表")
+    private List<AlterAssignTargetVO> deptOptions = new ArrayList<>();
+
+    @ApiModelProperty("可选客户经理列表")
+    private List<AlterAssignTargetVO> userOptions = new ArrayList<>();
+
+    @ApiModelProperty("历史推荐目标类型：dept/user")
+    private String recommendedTargetType;
+
+    @ApiModelProperty("历史推荐目标编码")
+    private String recommendedTargetCode;
+
+    @ApiModelProperty("历史推荐目标名称")
+    private String recommendedTargetName;
+
+    @ApiModelProperty("是否仅允许按历史推荐转发")
+    private Boolean historyOnly = false;
+
+    @ApiModelProperty("是否存在历史推荐")
+    private Boolean hasHistoryRecommend = false;
+}

ibs/src/main/java/com/ruoyi/ibs/task/domain/vo/AlterForwardResultVO.java

@@ -0,0 +1,14 @@
+package com.ruoyi.ibs.task.domain.vo;
+
+import io.swagger.annotations.ApiModelProperty;
+import lombok.Data;
+
+@Data
+public class AlterForwardResultVO {
+
+    @ApiModelProperty("成功数量")
+    private int successCount;
+
+    @ApiModelProperty("失败数量")
+    private int failCount;
+}

ibs/src/main/java/com/ruoyi/ibs/task/domain/vo/AlterVO.java

@@ -47,6 +47,14 @@ public class AlterVO {
     @ApiModelProperty(value = "客户内码", notes = "")
     private String custIsn;
 
+    /** 当前承接部门ID */
+    @ApiModelProperty(value = "当前承接部门ID", notes = "")
+    private Long deptId;
+
+    /** 当前承接网点名称 */
+    @ApiModelProperty(value = "当前承接网点名称", notes = "")
+    private String deptName;
+
     /** 状态 */
     @ApiModelProperty(value = "状态", notes = "")
     private String status;
@@ -62,4 +70,12 @@ public class AlterVO {
     /** 是否需要反馈 */
     @ApiModelProperty(value = "是否需要反馈", notes = "")
     private String isFeedback;
+
+    /** 转发标识：1需要转发，0无需转发 */
+    @ApiModelProperty(value = "转发标识", notes = "")
+    private String forwardFlag;
+
+    /** 是否可转发 */
+    @ApiModelProperty(value = "是否可转发", notes = "")
+    private Boolean canForward;
 }

ibs/src/main/java/com/ruoyi/ibs/task/mapper/AlterAssignHistoryMapper.java

@@ -0,0 +1,9 @@
+package com.ruoyi.ibs.task.mapper;
+
+import com.baomidou.mybatisplus.core.mapper.BaseMapper;
+import com.ruoyi.ibs.task.domain.entity.AlterAssignHistory;
+import org.apache.ibatis.annotations.Mapper;
+
+@Mapper
+public interface AlterAssignHistoryMapper extends BaseMapper<AlterAssignHistory> {
+}

ibs/src/main/java/com/ruoyi/ibs/task/mapper/WorkRecordMapper.java

@@ -6,9 +6,9 @@ import java.util.Date;
 import java.util.List;
 
 import com.baomidou.mybatisplus.core.mapper.BaseMapper;
+import com.ruoyi.ibs.task.domain.entity.WorkRecord;
 import com.ruoyi.ibs.task.domain.dto.WorkRecordDTO;
 import com.ruoyi.ibs.task.domain.entity.AlterConfig;
-import com.ruoyi.ibs.task.domain.entity.WorkRecord;
 import com.ruoyi.ibs.task.domain.vo.*;
 import org.apache.ibatis.annotations.Mapper;
 import org.apache.ibatis.annotations.Param;
@@ -86,10 +86,26 @@ public interface WorkRecordMapper extends BaseMapper<WorkRecord> {
      * @return 预警信息
      */
     List<AlterVO> selectAllAlterList(@Param("deptId") String deptId, @Param("role") String role,
-                                     @Param("status") String status, @Param("alterType") String alterType, @Param("username") String username);
+                                     @Param("status") String status, @Param("alterType") String alterType,
+                                     @Param("username") String username, @Param("forwardFlag") String forwardFlag);
 
     AlterCountVO selectAlterCount(@Param("reportTime") Date reportTime, @Param("role") String role, @Param("deptId") String deptId);
 
+    List<AlterAssignTargetVO> selectForwardDeptTargets(@Param("branchDeptId") Long branchDeptId);
+
+    List<AlterAssignTargetVO> selectForwardUserTargets(@Param("deptId") Long deptId, @Param("role") String role);
+
+    int updateAlterForwardToDept(@Param("id") Long id, @Param("sourceUserName") String sourceUserName,
+                                 @Param("targetDeptId") Long targetDeptId, @Param("updateBy") String updateBy);
+
+    int updateAlterForwardToUserByBranch(@Param("id") Long id, @Param("sourceUserName") String sourceUserName,
+                                         @Param("targetUserName") String targetUserName, @Param("targetNickName") String targetNickName,
+                                         @Param("updateBy") String updateBy);
+
+    int updateAlterForwardToUserByOutlet(@Param("id") Long id, @Param("sourceDeptId") Long sourceDeptId,
+                                         @Param("targetUserName") String targetUserName, @Param("targetNickName") String targetNickName,
+                                         @Param("updateBy") String updateBy);
+
     /**
      * 设置工作清单为过期
      *

ibs/src/main/java/com/ruoyi/ibs/task/service/WorkRecordService.java

@@ -5,6 +5,7 @@ import java.util.List;
 
 import com.ruoyi.common.core.page.TableDataPageInfo;
 import com.ruoyi.ibs.task.domain.dto.WorkRecordDTO;
+import com.ruoyi.ibs.task.domain.dto.AlterForwardRequest;
 import com.ruoyi.ibs.task.domain.entity.AlterConfig;
 import com.ruoyi.ibs.task.domain.entity.WorkRecord;
 import com.ruoyi.ibs.task.domain.vo.*;
@@ -61,7 +62,23 @@ public interface WorkRecordService{
      * @param alterType
      * @return
      */
-    List<AlterVO> getAllAlterList(String status, String alterType);
+    List<AlterVO> getAllAlterList(String status, String alterType, String forwardFlag);
+
+    /**
+     * 获取预警转发元数据
+     *
+     * @param id 预警ID
+     * @return 转发元数据
+     */
+    AlterForwardMetaVO getAlterForwardMeta(List<Long> ids);
+
+    /**
+     * 批量转发预警
+     *
+     * @param request 转发请求
+     * @return 结果
+     */
+    AlterForwardResultVO forwardAlter(AlterForwardRequest request);
     /**
      * 定时任务生成工作清单
      *

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

@@ -11,20 +11,29 @@ import java.util.*;
 import java.util.stream.Collectors;
 import java.util.stream.IntStream;
 
+import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
 import com.github.pagehelper.Page;
 import com.ruoyi.common.core.page.TableDataPageInfo;
 import com.ruoyi.common.core.redis.RedisCache;
 import com.ruoyi.common.utils.PageUtils;
 import com.ruoyi.common.utils.SecurityUtils;
+import com.ruoyi.common.exception.ServiceException;
+import com.ruoyi.common.utils.StringUtils;
+import com.ruoyi.ibs.task.domain.dto.AlterForwardRequest;
+import com.ruoyi.ibs.task.domain.dto.ForwardTarget;
 import com.ruoyi.ibs.task.domain.dto.WorkRecordDTO;
+import com.ruoyi.ibs.task.domain.entity.AlterAssignHistory;
 import com.ruoyi.ibs.task.domain.entity.AlterConfig;
 import com.ruoyi.ibs.task.domain.entity.WorkRecord;
 import com.ruoyi.ibs.task.domain.vo.*;
+import com.ruoyi.ibs.task.mapper.AlterAssignHistoryMapper;
 import com.ruoyi.ibs.task.mapper.WorkRecordMapper;
 import com.ruoyi.ibs.task.service.WorkRecordService;
+import com.ruoyi.common.core.domain.entity.SysUser;
 import com.ruoyi.system.domain.SysPost;
 import com.ruoyi.system.service.ISysDeptService;
 import com.ruoyi.system.service.ISysPostService;
+import com.ruoyi.system.service.ISysUserService;
 import lombok.extern.slf4j.Slf4j;
 import org.springframework.beans.factory.annotation.Autowired;
 import org.springframework.stereotype.Service;
@@ -41,16 +50,31 @@ import org.springframework.transaction.annotation.Transactional;
 public class WorkRecordServiceImpl implements WorkRecordService {
 
     private final static String alterTypesRedisKey = "work:record:alter:types";
+    private static final String ROLE_MANAGER = "manager";
+    private static final String ROLE_BRANCH = "branch";
+    private static final String ROLE_OUTLET = "outlet";
+    private static final String TARGET_TYPE_DEPT = "dept";
+    private static final String TARGET_TYPE_USER = "user";
+    private static final Set<String> FORWARD_ALTER_TYPES = new HashSet<>(Arrays.asList(
+            "个人资产客户定期存款",
+            "个人资产客户封闭式理财"
+    ));
 
     @Autowired
     private WorkRecordMapper workRecordMapper;
 
+    @Autowired
+    private AlterAssignHistoryMapper alterAssignHistoryMapper;
+
     @Autowired
     private ISysPostService sysPostService;
 
     @Autowired
     private ISysDeptService sysDeptService;
 
+    @Autowired
+    private ISysUserService sysUserService;
+
     @Autowired
     private RedisCache redisCache;
 
@@ -143,7 +167,9 @@ public class WorkRecordServiceImpl implements WorkRecordService {
     @Transactional(rollbackFor = Exception.class)
     public List<AlterVO> getAlterList(String status, String alterType) {
         String username = SecurityUtils.getUsername();
-        return workRecordMapper.selectAlterList(username, status, alterType);
+        List<AlterVO> alterVOS = workRecordMapper.selectAlterList(username, status, alterType);
+        fillAlterExtFields(alterVOS);
+        return alterVOS;
     }
 
     /**
@@ -156,27 +182,98 @@ public class WorkRecordServiceImpl implements WorkRecordService {
      * @return 预警信息
      */
     @Override
-    public List<AlterVO> getAllAlterList(String status, String alterType) {
+    public List<AlterVO> getAllAlterList(String status, String alterType, String forwardFlag) {
-        List<AlterVO> alterVOS = workRecordMapper.selectAllAlterList(String.valueOf(SecurityUtils.getDeptId()), SecurityUtils.userRole(), status, alterType, SecurityUtils.getUsername());
+        List<AlterVO> alterVOS = workRecordMapper.selectAllAlterList(
-        // 将 userName 和 nickName 以 "userName-nickName" 的方式拼接后设置到 custInfo 字段
+                String.valueOf(SecurityUtils.getDeptId()),
-        if (alterVOS != null && !alterVOS.isEmpty()) {
+                SecurityUtils.userRole(),
-            alterVOS.forEach(alterVO -> {
+                status,
-                String userName = alterVO.getUserName();
+                alterType,
-                String nickName = alterVO.getNickName();
+                SecurityUtils.getUsername(),
-                if (userName != null && nickName != null) {
+                forwardFlag
-                    alterVO.setUserInfo(nickName + "-" + userName);
+        );
-                } else if (userName != null) {
+        fillAlterExtFields(alterVOS);
-                    alterVO.setUserInfo(userName);
-                } else if (nickName != null) {
-                    alterVO.setUserInfo(nickName);
-                } else {
-                    alterVO.setUserInfo("");
-                }
-            });
-        }
         return alterVOS;
     }
 
+    /**
+     * 查询转发弹窗所需元数据。
+     * 单选时返回手动选项并附带历史推荐；多选时根据是否存在历史记录决定走手动分配还是历史推荐模式。
+     */
+    @Override
+    public AlterForwardMetaVO getAlterForwardMeta(List<Long> ids) {
+        if (ids == null || ids.isEmpty()) {
+            throw new ServiceException("请选择需要转发的预警");
+        }
+        AlterForwardMetaVO metaVO = new AlterForwardMetaVO();
+        String role = requireForwardRole();
+        Long currentDeptId = SecurityUtils.getDeptId();
+        String currentUser = SecurityUtils.getUsername();
+        List<WorkRecord> workRecords = workRecordMapper.selectBatchIds(ids);
+        if (workRecords == null || workRecords.size() != ids.size()) {
+            throw new ServiceException("存在预警记录已不存在，请刷新后重试");
+        }
+        workRecords.forEach(item -> validateRecordBeforeForward(item, role, currentUser, currentDeptId));
+        if (ids.size() > 1) {
+            boolean hasAnyHistory = workRecords.stream()
+                    .map(item -> getHistoryRecommend(item.getCustId(), currentDeptId, role))
+                    .anyMatch(Objects::nonNull);
+            metaVO.setHasHistoryRecommend(hasAnyHistory);
+            metaVO.setHistoryOnly(hasAnyHistory);
+            if (!hasAnyHistory) {
+                fillManualOptions(metaVO, role, currentDeptId);
+            }
+            return metaVO;
+        }
+        WorkRecord workRecord = workRecords.get(0);
+        fillManualOptions(metaVO, role, currentDeptId);
+        fillHistoryRecommend(metaVO, workRecord.getCustId(), currentDeptId, role);
+        return metaVO;
+    }
+
+    /**
+     * 执行预警转发。
+     * 支持手动分配和按历史推荐分配两种模式，并分别统计成功和失败数量。
+     */
+    @Override
+    @Transactional(rollbackFor = Exception.class)
+    public AlterForwardResultVO forwardAlter(AlterForwardRequest request) {
+        String role = requireForwardRole();
+        String currentUser = SecurityUtils.getUsername();
+        Long currentDeptId = SecurityUtils.getDeptId();
+        AlterForwardResultVO result = new AlterForwardResultVO();
+        boolean useHistory = Boolean.TRUE.equals(request.getUseHistory());
+        ForwardTarget manualTarget = useHistory ? null : resolveManualTarget(request, role, currentDeptId);
+
+        List<WorkRecord> workRecords = workRecordMapper.selectBatchIds(request.getIds());
+        if (workRecords == null || workRecords.size() != request.getIds().size()) {
+            throw new ServiceException("存在预警记录已不存在，请刷新后重试");
+        }
+
+        for (WorkRecord workRecord : workRecords) {
+            validateRecordBeforeForward(workRecord, role, currentUser, currentDeptId);
+            AlterAssignHistory history = useHistory ? getHistoryRecommend(workRecord.getCustId(), currentDeptId, role) : null;
+            ForwardTarget target = useHistory ? resolveHistoryTarget(history, role, currentDeptId) : manualTarget;
+            if (target == null) {
+                result.setFailCount(result.getFailCount() + 1);
+                continue;
+            }
+            int row = doForward(workRecord.getId(), currentUser, currentDeptId, role, target);
+            if (row <= 0) {
+                result.setFailCount(result.getFailCount() + 1);
+                continue;
+            }
+            result.setSuccessCount(result.getSuccessCount() + row);
+            if (useHistory) {
+                if (history != null) {
+                    saveAssignHistoryByHistory(workRecord, history, role, currentDeptId);
+                }
+            } else {
+                saveAssignHistory(workRecord, manualTarget, role, currentDeptId);
+            }
+        }
+        return result;
+    }
+
     /**
      * 定时任务生成工作清单
      *
@@ -351,4 +448,306 @@ public class WorkRecordServiceImpl implements WorkRecordService {
         return java.sql.Timestamp.valueOf(endTime);
     }
 
+    private void fillAlterExtFields(List<AlterVO> alterVOS) {
+        if (alterVOS == null || alterVOS.isEmpty()) {
+            return;
+        }
+        String role = SecurityUtils.userRole();
+        Long currentDeptId = SecurityUtils.getDeptId();
+        String currentUser = SecurityUtils.getUsername();
+        alterVOS.forEach(alterVO -> {
+            alterVO.setForwardFlag(parseForwardFlag(alterVO.getAlterDetail()));
+            alterVO.setAlterDetail(stripForwardPrefix(alterVO.getAlterDetail()));
+            alterVO.setUserInfo(buildUserInfo(alterVO.getUserName(), alterVO.getNickName()));
+            alterVO.setCanForward(canForward(alterVO, role, currentDeptId, currentUser));
+        });
+    }
+
+    private String buildUserInfo(String userName, String nickName) {
+        if (StringUtils.isNotEmpty(userName) && StringUtils.isNotEmpty(nickName)) {
+            return nickName + "-" + userName;
+        }
+        if (StringUtils.isNotEmpty(userName)) {
+            return userName;
+        }
+        if (StringUtils.isNotEmpty(nickName)) {
+            return nickName;
+        }
+        return "";
+    }
+
+    private String parseForwardFlag(String alterDetail) {
+        if (StringUtils.isEmpty(alterDetail)) {
+            return "";
+        }
+        if (alterDetail.startsWith("[FORWARD=1]")) {
+            return "1";
+        }
+        if (alterDetail.startsWith("[FORWARD=0]")) {
+            return "0";
+        }
+        return "";
+    }
+
+    private String stripForwardPrefix(String alterDetail) {
+        if (StringUtils.isEmpty(alterDetail)) {
+            return alterDetail;
+        }
+        if (alterDetail.startsWith("[FORWARD=1] ")) {
+            return alterDetail.substring(12);
+        }
+        if (alterDetail.startsWith("[FORWARD=0] ")) {
+            return alterDetail.substring(12);
+        }
+        if (alterDetail.startsWith("[FORWARD=1]") || alterDetail.startsWith("[FORWARD=0]")) {
+            return alterDetail.substring(11);
+        }
+        return alterDetail;
+    }
+
+    private Boolean canForward(AlterVO alterVO, String role, Long currentDeptId, String currentUser) {
+        if (!FORWARD_ALTER_TYPES.contains(alterVO.getAlterType())) {
+            return false;
+        }
+        if (!"1".equals(alterVO.getForwardFlag())) {
+            return false;
+        }
+        if ("2".equals(alterVO.getStatus())) {
+            return false;
+        }
+        if (ROLE_BRANCH.equals(role)) {
+            return StringUtils.equals(currentUser, alterVO.getUserName()) && alterVO.getDeptId() == null;
+        }
+        if (ROLE_OUTLET.equals(role)) {
+            return alterVO.getDeptId() != null && alterVO.getDeptId().equals(currentDeptId) && StringUtils.isEmpty(alterVO.getUserName());
+        }
+        return false;
+    }
+
+    /**
+     * 校验当前登录角色是否具备预警转发能力，并返回角色标识。
+     */
+    private String requireForwardRole() {
+        String role = SecurityUtils.userRole();
+        if (!ROLE_BRANCH.equals(role) && !ROLE_OUTLET.equals(role)) {
+            throw new ServiceException("当前角色不支持转发预警");
+        }
+        return role;
+    }
+
+    /**
+     * 校验预警记录当前是否仍处于登录人可转发范围内，防止页面停留期间数据状态已变化。
+     */
+    private void validateRecordBeforeForward(WorkRecord workRecord, String role, String currentUser, Long currentDeptId) {
+        if (workRecord == null || workRecord.getId() == null) {
+            throw new ServiceException("预警记录不存在");
+        }
+        if (!Integer.valueOf(1).equals(workRecord.getIsAlter())) {
+            throw new ServiceException("当前记录不是预警信息");
+        }
+        if (!FORWARD_ALTER_TYPES.contains(workRecord.getAlterType())) {
+            throw new ServiceException("当前预警类型不支持转发");
+        }
+        if (!"1".equals(parseForwardFlag(workRecord.getAlterDetail()))) {
+            throw new ServiceException("当前预警已有管户，无需转发");
+        }
+        if ("2".equals(workRecord.getStatus())) {
+            throw new ServiceException("当前预警已完成，不能转发");
+        }
+        if (ROLE_BRANCH.equals(role)) {
+            if (!StringUtils.equals(currentUser, workRecord.getUserName()) || workRecord.getDeptId() != null) {
+                throw new ServiceException("当前预警已不在您的待转发范围内");
+            }
+            return;
+        }
+        if (ROLE_OUTLET.equals(role)) {
+            if (workRecord.getDeptId() == null || !workRecord.getDeptId().equals(currentDeptId) || StringUtils.isNotEmpty(workRecord.getUserName())) {
+                throw new ServiceException("当前预警已不在本网点待转发范围内");
+            }
+            return;
+        }
+        throw new ServiceException("当前角色不支持转发预警");
+    }
+
+    /**
+     * 解析手动转发目标，并顺带完成目标权限范围校验。
+     */
+    private ForwardTarget resolveManualTarget(AlterForwardRequest request, String role, Long currentDeptId) {
+        if (TARGET_TYPE_DEPT.equals(request.getTargetType())) {
+            if (request.getDeptId() == null) {
+                throw new ServiceException("请选择转发网点");
+            }
+            if (!ROLE_BRANCH.equals(role)) {
+                throw new ServiceException("网点管理员只能转发给客户经理");
+            }
+            String deptName = getAllowedDeptName(request.getDeptId(), currentDeptId);
+            return new ForwardTarget(TARGET_TYPE_DEPT, request.getDeptId(), null, null, deptName);
+        }
+        if (!TARGET_TYPE_USER.equals(request.getTargetType()) || StringUtils.isEmpty(request.getUserName())) {
+            throw new ServiceException("请选择转发客户经理");
+        }
+        SysUser user = getAllowedTargetUser(request.getUserName(), role, currentDeptId);
+        String targetName = StringUtils.isNotEmpty(user.getNickName()) ? user.getNickName() : user.getUserName();
+        return new ForwardTarget(TARGET_TYPE_USER, null, user.getUserName(), user.getNickName(), targetName);
+    }
+
+    /**
+     * 将历史分配记录转换成可执行的转发目标；若历史目标已失效，则返回空。
+     */
+    private ForwardTarget resolveHistoryTarget(AlterAssignHistory history, String role, Long currentDeptId) {
+        if (history == null) {
+            return null;
+        }
+        if (TARGET_TYPE_DEPT.equals(history.getLastAssignTargetType())) {
+            if (history.getLastAssignTargetDeptId() == null) {
+                return null;
+            }
+            String deptName = getAllowedDeptName(history.getLastAssignTargetDeptId(), currentDeptId);
+            return new ForwardTarget(TARGET_TYPE_DEPT, history.getLastAssignTargetDeptId(), null, null, deptName);
+        }
+        if (!TARGET_TYPE_USER.equals(history.getLastAssignTargetType()) || StringUtils.isEmpty(history.getLastAssignTargetUser())) {
+            return null;
+        }
+        try {
+            SysUser user = getAllowedTargetUser(history.getLastAssignTargetUser(), role, currentDeptId);
+            String targetName = StringUtils.isNotEmpty(user.getNickName()) ? user.getNickName() : user.getUserName();
+            return new ForwardTarget(TARGET_TYPE_USER, null, user.getUserName(), user.getNickName(), targetName);
+        } catch (ServiceException ex) {
+            return null;
+        }
+    }
+
+    /**
+     * 按目标类型执行真正的转发落库更新。
+     */
+    private int doForward(Long workRecordId, String currentUser, Long currentDeptId, String role, ForwardTarget target) {
+        if (TARGET_TYPE_DEPT.equals(target.getTargetType())) {
+            return workRecordMapper.updateAlterForwardToDept(workRecordId, currentUser, target.getDeptId(), currentUser);
+        }
+        if (ROLE_BRANCH.equals(role)) {
+            return workRecordMapper.updateAlterForwardToUserByBranch(
+                    workRecordId, currentUser, target.getUserName(), target.getNickName(), currentUser
+            );
+        }
+        return workRecordMapper.updateAlterForwardToUserByOutlet(
+                workRecordId, currentDeptId, target.getUserName(), target.getNickName(), currentUser
+        );
+    }
+
+    /**
+     * 校验目标网点是否在当前支行管理员的可转发范围内，并返回网点名称。
+     */
+    private String getAllowedDeptName(Long targetDeptId, Long currentDeptId) {
+        List<AlterAssignTargetVO> deptOptions = workRecordMapper.selectForwardDeptTargets(currentDeptId);
+        return deptOptions.stream()
+                .filter(item -> String.valueOf(targetDeptId).equals(item.getTargetCode()))
+                .map(AlterAssignTargetVO::getTargetName)
+                .findFirst()
+                .orElseThrow(() -> new ServiceException("所选网点不在当前支行可转发范围内"));
+    }
+
+    /**
+     * 校验目标客户经理是否在当前管理员可转发范围内，并返回用户信息。
+     */
+    private SysUser getAllowedTargetUser(String targetUserName, String role, Long currentDeptId) {
+        List<AlterAssignTargetVO> userOptions = workRecordMapper.selectForwardUserTargets(currentDeptId, ROLE_MANAGER);
+        boolean matched = userOptions.stream().anyMatch(item -> StringUtils.equals(targetUserName, item.getTargetCode()));
+        if (!matched) {
+            if (ROLE_BRANCH.equals(role)) {
+                throw new ServiceException("所选客户经理不在当前支行可转发范围内");
+            }
+            throw new ServiceException("所选客户经理不在当前网点可转发范围内");
+        }
+        SysUser user = sysUserService.selectUserByUserName(targetUserName);
+        if (user == null || StringUtils.isEmpty(user.getUserName())) {
+            throw new ServiceException("转发目标客户经理不存在");
+        }
+        return user;
+    }
+
+    /**
+     * 填充手动分配弹窗可选项；支行管理员可选网点和客户经理，网点管理员仅可选客户经理。
+     */
+    private void fillManualOptions(AlterForwardMetaVO metaVO, String role, Long currentDeptId) {
+        if (ROLE_BRANCH.equals(role)) {
+            metaVO.setDeptOptions(workRecordMapper.selectForwardDeptTargets(currentDeptId));
+            metaVO.setUserOptions(workRecordMapper.selectForwardUserTargets(currentDeptId, ROLE_MANAGER));
+            return;
+        }
+        if (ROLE_OUTLET.equals(role)) {
+            metaVO.setUserOptions(workRecordMapper.selectForwardUserTargets(currentDeptId, ROLE_MANAGER));
+            return;
+        }
+        throw new ServiceException("当前角色不支持转发预警");
+    }
+
+    /**
+     * 按客户、当前部门和当前角色查询历史推荐，并回填到前端元数据中。
+     */
+    private void fillHistoryRecommend(AlterForwardMetaVO metaVO, String custId, Long deptId, String role) {
+        AlterAssignHistory history = getHistoryRecommend(custId, deptId, role);
+        if (history == null) {
+            return;
+        }
+        metaVO.setHasHistoryRecommend(true);
+        metaVO.setRecommendedTargetType(history.getLastAssignTargetType());
+        if (TARGET_TYPE_DEPT.equals(history.getLastAssignTargetType())) {
+            metaVO.setRecommendedTargetCode(history.getLastAssignTargetDeptId() == null ? "" : String.valueOf(history.getLastAssignTargetDeptId()));
+        } else {
+            metaVO.setRecommendedTargetCode(history.getLastAssignTargetUser());
+        }
+        metaVO.setRecommendedTargetName(history.getLastAssignTargetName());
+    }
+
+    /**
+     * 保存本次手动分配结果；同一客户在同部门、同角色下只维护一条最新历史。
+     */
+    private void saveAssignHistory(WorkRecord workRecord, ForwardTarget target, String role, Long currentDeptId) {
+        AlterAssignHistory history = getHistoryRecommend(workRecord.getCustId(), currentDeptId, role);
+        if (history == null) {
+            history = new AlterAssignHistory();
+            history.setCustId(workRecord.getCustId());
+        }
+        history.setAlterType(workRecord.getAlterType());
+        history.setCustName(workRecord.getCustName());
+        history.setDeptId(currentDeptId);
+        history.setLastAssignTargetType(target.getTargetType());
+        history.setLastAssignTargetDeptId(target.getDeptId());
+        history.setLastAssignTargetUser(target.getUserName());
+        history.setLastAssignTargetName(target.getTargetName());
+        history.setLastAssignByUser(SecurityUtils.getUsername());
+        history.setLastAssignByRole(role);
+        history.setUpdateTime(new Date());
+        if (history.getId() == null) {
+            alterAssignHistoryMapper.insert(history);
+        } else {
+            alterAssignHistoryMapper.updateById(history);
+        }
+    }
+
+    /**
+     * 按历史推荐成功转发后，刷新该客户最新一次分配历史的更新时间和目标信息。
+     */
+    private void saveAssignHistoryByHistory(WorkRecord workRecord, AlterAssignHistory sourceHistory, String role, Long currentDeptId) {
+        ForwardTarget target = new ForwardTarget(
+                sourceHistory.getLastAssignTargetType(),
+                sourceHistory.getLastAssignTargetDeptId(),
+                sourceHistory.getLastAssignTargetUser(),
+                null,
+                sourceHistory.getLastAssignTargetName()
+        );
+        saveAssignHistory(workRecord, target, role, currentDeptId);
+    }
+
+    /**
+     * 获取当前角色在当前部门下，对指定客户的最近一次分配历史。
+     */
+    private AlterAssignHistory getHistoryRecommend(String custId, Long deptId, String role) {
+        return alterAssignHistoryMapper.selectOne(new LambdaQueryWrapper<AlterAssignHistory>()
+                .eq(AlterAssignHistory::getCustId, custId)
+                .eq(AlterAssignHistory::getDeptId, deptId)
+                .eq(AlterAssignHistory::getLastAssignByRole, role)
+                .last("limit 1"));
+    }
+
 }

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

@@ -184,19 +184,21 @@ PUBLIC "-//mybatis.org//DTD Mapper 3.0//EN"
     </insert>
 
     <select id="selectAlterList" resultType="AlterVO">
-        select id, user_name, nick_name, alter_type, alter_detail, cust_id, cust_name, read_time, status, remark, is_feedback, cust_isn
+        select wr.id, wr.user_name, wr.nick_name, wr.alter_type, wr.alter_detail, wr.cust_id, wr.cust_name,
-        from work_record
+               wr.read_time, wr.status, wr.remark, wr.is_feedback, wr.cust_isn, wr.dept_id, sd.dept_name
+        from work_record wr
+        left join sys_dept sd on wr.dept_id = sd.dept_id
         <where>
-            is_alter = 1
+            wr.is_alter = 1
-            and user_name= #{username}
+            and wr.user_name= #{username}
             <if test="status != null and status != ''">
-                and status = #{status}
+                and wr.status = #{status}
             </if>
             <if test="alterType != null and alterType != ''">
-                and alter_type = #{alterType}
+                and wr.alter_type = #{alterType}
             </if>
         </where>
-        order by create_time desc, status asc
+        order by wr.create_time desc, wr.status asc
     </select>
 
     <select id="selectAlterCount" resultType="AlterCountVO">
@@ -209,24 +211,27 @@ PUBLIC "-//mybatis.org//DTD Mapper 3.0//EN"
         from work_record wr
         left join sys_user su on su.user_name = wr.user_name
         left join sys_dept d on su.dept_id = d.dept_id
+        left join sys_dept wd on wr.dept_id = wd.dept_id
         where wr.is_alter = 1
         and wr.create_time &lt;= #{reportTime}
         and (
         <choose>
-            <when test="role != null and role == 'outlet'"> su.dept_id = #{deptId} </when>
+            <when test="role != null and role == 'outlet'"> (su.dept_id = #{deptId} or wr.dept_id = #{deptId}) </when>
-            <when test="role != null and role == 'branch'"> (su.dept_id = #{deptId} or find_in_set(#{deptId},d.ancestors)) </when>
+            <when test="role != null and role == 'branch'"> ((su.dept_id = #{deptId} or find_in_set(#{deptId},d.ancestors)) or (wr.dept_id = #{deptId} or find_in_set(#{deptId},wd.ancestors))) </when>
-            <when test="role != null and role == 'private'"> (left(su.dept_id,3) = left(#{deptId},3) and wr.cust_type in ('0', '1')) </when>
+            <when test="role != null and role == 'private'"> ((left(su.dept_id,3) = left(#{deptId},3) or left(wr.dept_id,3) = left(#{deptId},3)) and wr.cust_type in ('0', '1')) </when>
-            <when test="role != null and role == 'public'"> (left(su.dept_id,3) = left(#{deptId},3) and wr.cust_type = '2') </when>
+            <when test="role != null and role == 'public'"> ((left(su.dept_id,3) = left(#{deptId},3) or left(wr.dept_id,3) = left(#{deptId},3)) and wr.cust_type = '2') </when>
-            <when test="role != null and role == 'ops'"> left(su.dept_id,3) = left(#{deptId},3) </when>
+            <when test="role != null and role == 'ops'"> (left(su.dept_id,3) = left(#{deptId},3) or left(wr.dept_id,3) = left(#{deptId},3)) </when>
-            <when test="role != null and role == 'head'"> left(su.dept_id,3) = left(#{deptId},3) </when>
+            <when test="role != null and role == 'head'"> (left(su.dept_id,3) = left(#{deptId},3) or left(wr.dept_id,3) = left(#{deptId},3)) </when>
         </choose>)
     </select>
 
     <select id="selectAllAlterList" resultType="AlterVO">
-        select wr.id, wr.user_name, wr.nick_name, wr.alter_type, wr.alter_detail, wr.cust_id, wr.cust_name, wr.read_time, wr.status, wr.remark, wr.cust_type, wr.is_feedback, wr.cust_isn
+        select wr.id, wr.user_name, wr.nick_name, wr.alter_type, wr.alter_detail, wr.cust_id, wr.cust_name, wr.read_time,
+               wr.status, wr.remark, wr.cust_type, wr.is_feedback, wr.cust_isn, wr.dept_id, wd.dept_name
         from work_record wr
         left join sys_user su on su.user_name = wr.user_name
         left join sys_dept d on su.dept_id = d.dept_id
+        left join sys_dept wd on wr.dept_id = wd.dept_id
         where wr.is_alter = 1
         <if test="status != null and status != ''">
             and wr.status = #{status}
@@ -234,20 +239,120 @@ PUBLIC "-//mybatis.org//DTD Mapper 3.0//EN"
         <if test="alterType != null and alterType != ''">
             and wr.alter_type = #{alterType}
         </if>
+        <if test="forwardFlag != null and forwardFlag != ''">
+            <choose>
+                <when test='forwardFlag == "1"'>
+                    and wr.alter_type in ('个人资产客户定期存款', '个人资产客户封闭式理财')
+                    and wr.alter_detail like '[FORWARD=1]%'
+                </when>
+                <when test='forwardFlag == "0"'>
+                    and (
+                        (wr.alter_type in ('个人资产客户定期存款', '个人资产客户封闭式理财')
+                            and wr.alter_detail like '[FORWARD=0]%')
+                        or wr.alter_type not in ('个人资产客户定期存款', '个人资产客户封闭式理财')
+                    )
+                </when>
+            </choose>
+        </if>
         <!-- "走访异常提醒"类型直接通过用户名匹配,其他类型按角色权限处理 -->
         and ((wr.alter_type = '走访异常提醒' and wr.user_name = #{username}) or
             (wr.alter_type != '走访异常提醒' and (
             <choose>
-                <when test="role != null and role == 'outlet'"> su.dept_id = #{deptId} </when>
+                <when test="role != null and role == 'outlet'"> (su.dept_id = #{deptId} or wr.dept_id = #{deptId}) </when>
-                <when test="role != null and role == 'branch'"> (su.dept_id = #{deptId} or find_in_set(#{deptId},d.ancestors)) </when>
+                <when test="role != null and role == 'branch'"> ((su.dept_id = #{deptId} or find_in_set(#{deptId},d.ancestors)) or (wr.dept_id = #{deptId} or find_in_set(#{deptId},wd.ancestors))) </when>
-                <when test="role != null and role == 'private'"> (left(su.dept_id,3) = left(#{deptId},3) and wr.cust_type in ('0', '1')) </when>
+                <when test="role != null and role == 'private'"> ((left(su.dept_id,3) = left(#{deptId},3) or left(wr.dept_id,3) = left(#{deptId},3)) and wr.cust_type in ('0', '1')) </when>
-                <when test="role != null and role == 'public'"> (left(su.dept_id,3) = left(#{deptId},3) and wr.cust_type = '2') </when>
+                <when test="role != null and role == 'public'"> ((left(su.dept_id,3) = left(#{deptId},3) or left(wr.dept_id,3) = left(#{deptId},3)) and wr.cust_type = '2') </when>
-                <when test="role != null and role == 'ops'"> left(su.dept_id,3) = left(#{deptId},3) </when>
+                <when test="role != null and role == 'ops'"> (left(su.dept_id,3) = left(#{deptId},3) or left(wr.dept_id,3) = left(#{deptId},3)) </when>
-                <when test="role != null and role == 'head'"> left(su.dept_id,3) = left(#{deptId},3) </when>
+                <when test="role != null and role == 'head'"> (left(su.dept_id,3) = left(#{deptId},3) or left(wr.dept_id,3) = left(#{deptId},3)) </when>
             </choose> )))
         order by wr.create_time desc, wr.status asc, wr.user_name desc
     </select>
 
+    <select id="selectForwardDeptTargets" resultType="AlterAssignTargetVO">
+        select cast(sd.dept_id as char) as targetCode, sd.dept_name as targetName
+        from sys_dept sd
+        where sd.del_flag = '0'
+          and sd.status = '0'
+          and sd.dept_type = 'outlet'
+          and sd.parent_id = #{branchDeptId}
+        order by sd.order_num, sd.dept_id
+    </select>
+
+    <select id="selectForwardUserTargets" resultType="AlterAssignTargetVO">
+        select su.user_name as targetCode, concat(su.nick_name, '-', su.user_name) as targetName
+        from sys_user su
+        where su.del_flag = '0'
+          and su.status = '0'
+          and su.dept_id = #{deptId}
+        <choose>
+            <when test="role == 'manager'">
+                and su.role_id = 102
+            </when>
+            <when test="role == 'branch'">
+                and su.role_id = 101
+            </when>
+            <when test="role == 'outlet'">
+                and su.role_id = 116
+            </when>
+            <otherwise>
+                and 1 = 2
+            </otherwise>
+        </choose>
+        order by su.nick_name, su.user_name
+    </select>
+
+    <update id="updateAlterForwardToDept">
+        update work_record
+        set user_name = null,
+            nick_name = null,
+            dept_id = #{targetDeptId},
+            read_time = null,
+            update_time = sysdate(),
+            update_by = #{updateBy}
+        where id = #{id}
+          and user_name = #{sourceUserName}
+          and dept_id is null
+          and is_alter = 1
+    </update>
+
+    <update id="updateAlterForwardToUserByBranch">
+        update work_record
+        set user_name = #{targetUserName},
+            nick_name = #{targetNickName},
+            alter_detail = case
+                when alter_detail like '[FORWARD=1] %' then concat('[FORWARD=0] ', substring(alter_detail, 13))
+                when alter_detail like '[FORWARD=1]%' then concat('[FORWARD=0]', substring(alter_detail, 12))
+                else alter_detail
+            end,
+            dept_id = null,
+            read_time = null,
+            update_time = sysdate(),
+            update_by = #{updateBy}
+        where id = #{id}
+          and user_name = #{sourceUserName}
+          and dept_id is null
+          and is_alter = 1
+    </update>
+
+    <update id="updateAlterForwardToUserByOutlet">
+        update work_record
+        set user_name = #{targetUserName},
+            nick_name = #{targetNickName},
+            alter_detail = case
+                when alter_detail like '[FORWARD=1] %' then concat('[FORWARD=0] ', substring(alter_detail, 13))
+                when alter_detail like '[FORWARD=1]%' then concat('[FORWARD=0]', substring(alter_detail, 12))
+                else alter_detail
+            end,
+            dept_id = null,
+            read_time = null,
+            update_time = sysdate(),
+            update_by = #{updateBy}
+        where id = #{id}
+          and dept_id = #{sourceDeptId}
+          and user_name is null
+          and is_alter = 1
+    </update>
+
     <select id="selectAlterConfigList" resultType="AlterConfigVO">
         select id, alter_type, prod_type, warn_role, warn_threshold, update_time, update_by, type
         from alter_config
@@ -278,4 +383,4 @@ PUBLIC "-//mybatis.org//DTD Mapper 3.0//EN"
         order by alter_type
     </select>
 
-</mapper>
+</mapper>

ibs/src/main/resources/mapper/cmpm/GridCmpmMapper.xml

@@ -167,6 +167,36 @@
         </where>
     </select>
 
+    <select id="getCustManagerListByPage" resultType="DwbRetailCustLevelManagerDetailVO">
+        select id, outlet_id, outlet_name, branch_id, branch_name, cust_name, cust_idc, cust_isn, cust_age, cust_sex, cust_phone, cust_address, cust_aum_bal,
+            aum_bal_comp_lm, cust_aum_month_avg, cust_level, cust_level_comp_lm, manager_name, manager_id
+        from dwb_retail_cust_level_manager_detail_${headId}
+        <where>
+            <if test="dto.managerId != null and dto.managerId !='' ">and manager_id = #{dto.managerId}</if>
+            <if test="dto.outletId != null and dto.outletId !='' ">and outlet_id = #{dto.outletId}</if>
+            <if test="dto.branchId != null and dto.branchId !='' ">and branch_id = #{dto.branchId}</if>
+            <if test="dto.statusType != null and dto.statusType !=''">
+                <choose>
+                    <when test="dto.statusType == 'current'">
+                        and cust_level = #{dto.custLevel}
+                    </when>
+                    <when test="dto.statusType == 'last'">
+                        and cust_level_lm = #{dto.custLevel}
+                    </when>
+                    <when test="dto.statusType == 'rise'">
+                        and cust_level = #{dto.custLevel}
+                        and cust_level_comp_lm like '上升%'
+                    </when>
+                    <when test="dto.statusType == 'fall'">
+                        and cust_level_lm = #{dto.custLevel}
+                        and cust_level_comp_lm like '下降%'
+                    </when>
+                </choose>
+            </if>
+        </where>
+        limit #{offset}, #{pageSize}
+    </select>
+
     <select id="getCustLevelCount" resultType="Integer">
         select count(1)
         from dwb_retail_cust_level_manager_detail
@@ -521,4 +551,4 @@
         </foreach>
     </select>
 
-</mapper>
+</mapper>

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

@@ -28,6 +28,10 @@ spring:
         username: root
         password: Kfcx@1234
         driverClassName: com.mysql.cj.jdbc.Driver
+#        url: jdbc:mysql://rm-bp17634n45cj631s0ao.mysql.rds.aliyuncs.com/ibs?useUnicode=true&characterEncoding=utf8&zeroDateTimeBehavior=convertToNull&useSSL=true&serverTimezone=GMT%2B8&allowMultiQueries=true
+#        username: znsj
+#        password: Znsj@123456
+#        driverClassName: com.mysql.cj.jdbc.Driver
       # 从库数据源
       slave:
         # 从数据源开关/默认关闭
@@ -78,12 +82,14 @@ spring:
   redis:
     # 地址
     host: 116.62.17.81
+#    host: r-bp1mmtcknvsscsrjrypd.redis.rds.aliyuncs.com
     # 端口，默认为6379
     port: 6379
     # 数据库索引
     database: 0
     # 密码
     password: Kfcx@1234
+#    password: N0f3d12c4a927eee1+
     # 连接超时时间
     timeout: 10s
     lettuce:
@@ -121,5 +127,9 @@ oss:
   accessKeyId: LTAI5tMsUgorcgnpTxZDV1wS
   accessKeySecret: c7qIjXIPx8Cz2CriJpYGyCFwFjRxeB
   bucketName: oss-wkc
+#  endpoint: oss-cn-hangzhou.aliyuncs.comBucket:znjgoss.oss-cn-hangzhou.aliyuncs.com
+#  accessKeyId: LTAI5tCRocKhQaCtFnYKp46w
+#  accessKeySecret: 0ovFbMQWas1wOZTG91mpKbV70JgR32
+#  bucketName: oss-wkc
 
 

ruoyi-system/src/main/java/com/ruoyi/system/enums/OssFileEnum.java

@@ -20,7 +20,9 @@ public enum OssFileEnum {
 
     VISIT_RECORD("VISIT_RECORD/"),
 
-    CUST_MAP_EXPORT("CUST_MAP_EXPORT/");
+    CUST_MAP_EXPORT("CUST_MAP_EXPORT/"),
+
+    CUST_MANAGER_REPORT("CUST_MANAGER_REPORT/");
 
     private String PREFIX;
 

ruoyi-ui/src/api/gridSearch/accountManageReport/index.js

@@ -22,4 +22,12 @@ export function getCustLevelList() {
     url: '/grid/cmpm/custManager/custLevel/list',
     method: 'get'
   })
-}
+}
+
+export function exportCustManagerReport(data) {
+  return request({
+    url: '/grid/cmpm/custManager/export',
+    method: 'post',
+    data
+  })
+}

ruoyi-ui/src/api/system/home.js

@@ -204,12 +204,22 @@ export function warningworkRecordList(query) {
         params: query
     })
 }
-//更新预警工作清单
+
-export function warningworkRecordSubmit(data) {
+// 查询预警转发元数据
+export function getAlterForwardMeta(query) {
     return request({
-        url: `/work/record/alter/edit`,
+        url: `/work/record/alter/forward/meta`,
+        method: 'get',
+        params: query
+    })
+}
+
+// 预警转发
+export function forwardAlter(data) {
+    return request({
+        url: `/work/record/alter/forward`,
         method: 'post',
-        data: data,
+        data
     })
 }
 
@@ -265,4 +275,4 @@ export function getAlterTypes() {
       url: '/work/record/alter/types',
       method: 'get'
     })
-  }
+  }

ruoyi-ui/src/layout/components/Navbar.vue

@@ -15,7 +15,14 @@
 
     <div class="right-menu">
       <template v-if="device !== 'mobile'">
+        <el-badge v-if="downloadUnreadCount > 0" :value="downloadUnreadCount" class="item download-item">
+          <i
+            class="el-icon-download right-menu-item notice"
+            @click="openDownload"
+          />
+        </el-badge>
         <i
+          v-else
           class="el-icon-download right-menu-item notice"
           @click="openDownload"
         />
@@ -168,11 +175,14 @@ export default {
       notReadCount: 0,
       noticeCenterList: [],
       open2: false,
-      downCenterList: []
+      downCenterList: [],
+      downloadUnreadCount: 0,
+      downloadPollingTimer: null,
+      downloadStatusMap: {}
     };
   },
   computed: {
-    ...mapGetters(['sidebar', 'avatar', 'device', 'nickName']),
+    ...mapGetters(['sidebar', 'avatar', 'device', 'nickName', 'userName']),
     setting: {
       get() {
         return this.$store.state.settings.showSettings;
@@ -192,10 +202,14 @@ export default {
   },
   created() {
     this.getCenterList();
+    this.refreshDownloadCenterList();
     window.addEventListener('notice-center-refresh', this.getCenterList);
+    window.addEventListener('download-center-refresh', this.handleDownloadCenterRefresh);
   },
   beforeDestroy() {
     window.removeEventListener('notice-center-refresh', this.getCenterList);
+    window.removeEventListener('download-center-refresh', this.handleDownloadCenterRefresh);
+    this.stopDownloadPolling();
   },
   methods: {
     openModal() {
@@ -203,8 +217,9 @@ export default {
       this.open = true;
     },
     openDownload() {
-      this.getDownCenterList();
+      this.refreshDownloadCenterList(false, true).finally(() => {
-      this.open2 = true;
+        this.open2 = true;
+      });
     },
     // 消息已读
     handleHasRead(uuid) {
@@ -237,10 +252,115 @@ export default {
       });
     },
 
+    handleDownloadCenterRefresh() {
+      this.refreshDownloadCenterList(false, false, true);
+    },
+
+    startDownloadPolling() {
+      if (this.downloadPollingTimer) {
+        return;
+      }
+      this.downloadPollingTimer = setInterval(() => {
+        this.refreshDownloadCenterList(true);
+      }, 10000);
+    },
+
+    stopDownloadPolling() {
+      if (this.downloadPollingTimer) {
+        clearInterval(this.downloadPollingTimer);
+        this.downloadPollingTimer = null;
+      }
+    },
+
+    getDownloadReadStorageKey() {
+      return `download-center-read-${this.userName || 'default'}`;
+    },
+
+    getReadTaskIds() {
+      try {
+        const cache = localStorage.getItem(this.getDownloadReadStorageKey());
+        const ids = cache ? JSON.parse(cache) : [];
+        return Array.isArray(ids) ? ids : [];
+      } catch (e) {
+        return [];
+      }
+    },
+
+    setReadTaskIds(ids) {
+      localStorage.setItem(this.getDownloadReadStorageKey(), JSON.stringify(ids));
+    },
+
+    getDownloadInitStorageKey() {
+      return `download-center-init-${this.userName || 'default'}`;
+    },
+
+    hasInitializedDownloadReadState() {
+      return localStorage.getItem(this.getDownloadInitStorageKey()) === '1';
+    },
+
+    markDownloadReadStateInitialized() {
+      localStorage.setItem(this.getDownloadInitStorageKey(), '1');
+    },
+
+    updateDownloadUnreadCount(taskList = []) {
+      const readSet = new Set(this.getReadTaskIds());
+      this.downloadUnreadCount = taskList.filter(item => item.status !== '0' && !readSet.has(item.id)).length;
+    },
+
+    markDownloadTasksAsRead(taskList = []) {
+      const readSet = new Set(this.getReadTaskIds());
+      taskList.filter(item => item.status !== '0').forEach(item => readSet.add(item.id));
+      this.setReadTaskIds(Array.from(readSet));
+      this.updateDownloadUnreadCount(taskList);
+    },
+
+    refreshDownloadCenterList(showStatusMessage = false, markAsRead = false, allowPolling = false) {
+      return getDownCenterList({}).then((res) => {
+        if (res.code == 200) {
+          const rows = res.rows || [];
+          const hasPendingTask = rows.some(item => item.status === '0');
+
+          if (!this.hasInitializedDownloadReadState()) {
+            const initialReadIds = rows.filter(item => item.status !== '0').map(item => item.id);
+            this.setReadTaskIds(initialReadIds);
+            this.markDownloadReadStateInitialized();
+          }
+
+          if (showStatusMessage) {
+            rows.forEach(item => {
+              const prevStatus = this.downloadStatusMap[item.id];
+              if (prevStatus === '0' && item.status === '1') {
+                Message.success(`${item.fileName}导出成功，请前往下载中心下载`);
+              } else if (prevStatus === '0' && item.status === '2') {
+                Message.warning(`${item.fileName}导出失败，请前往下载中心查看`);
+              }
+            });
+          }
+
+          this.downloadStatusMap = rows.reduce((acc, item) => {
+            acc[item.id] = item.status;
+            return acc;
+          }, {});
+          this.downCenterList = rows;
+
+          if (markAsRead) {
+            this.markDownloadTasksAsRead(rows);
+          } else {
+            this.updateDownloadUnreadCount(rows);
+          }
+
+          if (allowPolling && hasPendingTask) {
+            this.startDownloadPolling();
+          } else {
+            this.stopDownloadPolling();
+          }
+        }
+      });
+    },
+
     // 消息列表下载文件
     downLoadFile(item) {
       const {fileUrl, fileName, status} = item
-      if (!fileUrl) return;
       if (status === '0') {
         Message.warning('正在导出，请稍后下载');
         return
@@ -249,9 +369,11 @@ export default {
         Message.warning('导出失败，无法下载');
         return
       }
+      if (!fileUrl) return;
       downCenterDownload({ fileUrl }).then((res) => {
         downloadFiles(res, `${fileName}.xlsx`);
         Message.success('下载成功');
+        this.markDownloadTasksAsRead(this.downCenterList);
       });
     },
 
@@ -382,6 +504,12 @@ export default {
         padding-top: 0;
       }
     }
+    .download-item {
+      ::v-deep .el-badge__content.is-fixed {
+        top: 18px;
+        right: 18px;
+      }
+    }
   }
 }
 .page-common-wrap {

ruoyi-ui/src/views/gridSearch/accountManageReport/index.vue

@@ -90,6 +90,7 @@
       </el-form-item>
       <el-form-item>
         <el-button type="primary" icon="el-icon-search" size="mini" @click="handleQuery">查询</el-button>
+        <el-button type="primary" icon="el-icon-download" size="mini" @click="handleExport">导出</el-button>
         <el-button icon="el-icon-refresh" size="mini" @click="resetQuery">重置</el-button>
       </el-form-item>
     </el-form>
@@ -150,7 +151,7 @@
 </template>
 
 <script>
-import { gridCmpmCustManagerList, gridCmpmCustManagerResult, getCustLevelList } from '@/api/gridSearch/accountManageReport/index'
+import { gridCmpmCustManagerList, gridCmpmCustManagerResult, getCustLevelList, exportCustManagerReport } from '@/api/gridSearch/accountManageReport/index'
   export default {
     data() {
       return {
@@ -209,6 +210,19 @@ import { gridCmpmCustManagerList, gridCmpmCustManagerResult, getCustLevelList }
         this.queryParams.statusType = null
         this.handleQuery()
       },
+      handleExport() {
+        exportCustManagerReport({
+          custLevel: this.queryParams.custLevel,
+          statusType: this.queryParams.statusType
+        }).then(res => {
+          if (res.code === 200) {
+            this.$message.success(res.msg)
+            window.dispatchEvent(new Event('download-center-refresh'))
+          }
+        }).catch(err => {
+          this.$message.error(err?.msg || '导出失败')
+        })
+      },
       getData() {
         this.loading = true;
         gridCmpmCustManagerList(this.queryParams).then(res => {
@@ -354,4 +368,4 @@ import { gridCmpmCustManagerList, gridCmpmCustManagerResult, getCustLevelList }
     letter-spacing: 0.5px;
   }
 }
-</style>
+</style>

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

@@ -329,6 +329,14 @@ export default {
     visible(val) {
       if (val) {
         this.init()
+        if (this.shareEnabled && this.deptOptions.length === 0) {
+          this.loadDeptOptions()
+        }
+      }
+    },
+    shareEnabled(val) {
+      if (val && this.deptOptions.length === 0) {
+        this.loadDeptOptions()
       }
     },
     groupData: {
@@ -370,7 +378,6 @@ export default {
     }
   },
   created() {
-    this.loadDeptOptions()
     this.loadAllTags()
   },
   beforeDestroy() {

ruoyi-ui/src/views/group/custGroup/detail.vue

@@ -101,6 +101,7 @@
 
 <script>
 import { listCustGroupMembers, removeMembers } from '@/api/group/custGroup'
+import { mapGetters } from 'vuex'
 
 export default {
   name: 'CustGroupDetail',
@@ -119,9 +120,28 @@ export default {
       }
     }
   },
+  watch: {
+    '$route.query.groupId'(newGroupId) {
+      if (newGroupId && newGroupId !== this.groupId) {
+        this.groupId = newGroupId
+        this.viewType = this.resolveViewType(this.$route.query.viewType)
+        this.queryParams.pageNum = 1
+        this.getList()
+      }
+    }
+  },
+  computed: {
+    ...mapGetters(['roles']),
+    isHeadCustGroupAdmin() {
+      return ['headAdmin', 'headPublic', 'headPrivate', 'headOps'].some(role => this.roles.includes(role))
+    },
+    isMineView() {
+      return this.viewType === 'mine'
+    }
+  },
   created() {
     this.groupId = this.$route.query.groupId
-    this.viewType = this.$route.query.viewType || 'mine'
+    this.viewType = this.resolveViewType(this.$route.query.viewType)
     if (this.groupId) {
       this.getList()
     } else {
@@ -129,22 +149,14 @@ export default {
       this.goBack()
     }
   },
-  watch: {
-    '$route.query.groupId'(newGroupId) {
-      if (newGroupId && newGroupId !== this.groupId) {
-        this.groupId = newGroupId
-        this.viewType = this.$route.query.viewType || 'mine'
-        this.queryParams.pageNum = 1
-        this.getList()
-      }
-    }
-  },
-  computed: {
-    isMineView() {
-      return this.viewType === 'mine'
-    }
-  },
   methods: {
+    resolveViewType(viewType) {
+      if (!this.isHeadCustGroupAdmin) {
+        return 'sharedToMe'
+      }
+      return viewType === 'sharedToMe' ? 'sharedToMe' : 'mine'
+    },
+
     /** 查询客户列表 */
     getList(param) {
       if (param) {
@@ -189,17 +201,20 @@ export default {
     goBack() {
       const fromPerformance = this.$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.$router.push({
           path: '/center/performance/list',
           query: { isActive: '8' }
         })
+        return
+      }
+      // 返回上一级客群列表；没有历史记录时兜底跳客群列表
+      if (window.history.length > 1) {
+        this.$router.back()
       } else {
-        // 从客群列表进入，返回客群列表
         this.$router.push({
           path: '/group/custGroup',
           query: {
-            tab: this.viewType,
+            tab: this.resolveViewType(this.viewType),
             refresh: Date.now()
           }
         })

ruoyi-ui/src/views/group/custGroup/index.vue

@@ -2,8 +2,20 @@
   <div class="customer-wrap">
     <div class="nav_box">
       <el-radio-group v-model="activeTab" class="header-radio" @input="handleTabChange">
-        <el-radio-button label="mine">我创建的</el-radio-button>
+        <el-radio-button
-        <el-radio-button label="sharedToMe">下发给我的</el-radio-button>
+          label="mine"
+          :disabled="!isHeadCustGroupAdmin"
+          :class="{ 'btn-disabled': !isHeadCustGroupAdmin }"
+        >
+          我创建的
+        </el-radio-button>
+        <el-radio-button
+          label="sharedToMe"
+          :disabled="isHeadCustGroupAdmin"
+          :class="{ 'btn-disabled': isHeadCustGroupAdmin }"
+        >
+          下发给我的
+        </el-radio-button>
       </el-radio-group>
     </div>
 
@@ -190,6 +202,7 @@
 
 <script>
 import { listCustGroup, getCustGroup, deleteCustGroup, getAllGroupTags } from '@/api/group/custGroup'
+import { mapGetters } from 'vuex'
 import CreateDialog from './components/create-dialog'
 
 export default {
@@ -223,26 +236,43 @@ export default {
     }
   },
   computed: {
+    ...mapGetters(['roles']),
+    isHeadCustGroupAdmin() {
+      return ['headAdmin', 'headPublic', 'headPrivate', 'headOps'].some(role => this.roles.includes(role))
+    },
     isMineTab() {
       return this.activeTab === 'mine'
     }
   },
   created() {
-    this.activeTab = this.$route.query.tab || 'mine'
+    this.activeTab = this.resolveTab(this.$route.query.tab)
     this.getList()
     this.loadAllTags()
   },
   watch: {
     '$route.query.refresh'() {
-      this.activeTab = this.$route.query.tab || 'mine'
+      this.activeTab = this.resolveTab(this.$route.query.tab)
       this.queryParams.pageNum = 1
       this.getList()
+    },
+    roles() {
+      const nextTab = this.resolveTab(this.activeTab)
+      if (nextTab !== this.activeTab) {
+        this.activeTab = nextTab
+      }
     }
   },
   beforeDestroy() {
     this.clearRefreshTimer()
   },
   methods: {
+    resolveTab(tab) {
+      if (!this.isHeadCustGroupAdmin) {
+        return 'sharedToMe'
+      }
+      return tab === 'sharedToMe' ? 'sharedToMe' : 'mine'
+    },
+
     clearRefreshTimer() {
       if (this.refreshTimer) {
         clearTimeout(this.refreshTimer)
@@ -264,6 +294,7 @@ export default {
 
     getList() {
       this.loading = true
+      this.activeTab = this.resolveTab(this.activeTab)
       this.queryParams.viewType = this.activeTab
       listCustGroup(this.queryParams).then(response => {
         this.groupList = response.rows
@@ -284,6 +315,7 @@ export default {
     },
 
     handleTabChange() {
+      this.activeTab = this.resolveTab(this.activeTab)
       this.ids = []
       this.single = true
       this.multiple = true
@@ -336,7 +368,7 @@ export default {
     handleView(row) {
       this.$router.push({
         path: '/group/custGroup/detail',
-        query: { groupId: row.id, viewType: this.activeTab }
+        query: { groupId: row.id, viewType: this.resolveTab(this.activeTab) }
       })
     },
 
@@ -397,6 +429,14 @@ export default {
       justify-content: space-between;
       border-bottom: 1px solid #ebebeb;
 
+      .btn-disabled {
+        ::v-deep .el-radio-button__inner {
+          background-color: #e7e7e7;
+          color: #999999;
+          cursor: not-allowed;
+        }
+      }
+
       .el-radio-button {
         flex: 1;
 

ruoyi-ui/src/views/workmng/warningtask/index.vue

@@ -64,13 +64,37 @@
           ></el-option>
         </el-select>
       </el-form-item>
+      <el-form-item label="有无管户" prop="forwardFlag">
+        <el-select
+          v-model="searchArray.forwardFlag"
+          placeholder="请选择"
+          clearable
+          style="width:100%"
+        >
+          <el-option
+            v-for="item in forwardFlagOptions"
+            :key="item.value"
+            :label="item.label"
+            :value="item.value"
+          ></el-option>
+        </el-select>
+      </el-form-item>
       <el-form-item>
         <el-button type="primary" icon="el-icon-search" size="mini" @click="searchFn">搜索</el-button>
         <el-button icon="el-icon-refresh" size="mini" @click="resetFn">重置</el-button>
+        <el-button
+          v-if="canForwardByRole"
+          type="warning"
+          icon="el-icon-share"
+          size="mini"
+          :disabled="!canBatchForward"
+          @click="openForwardDialog()"
+        >批量转发</el-button>
       </el-form-item>
     </el-form>
-    <el-table v-loading="loading" :data="tableData">
+    <el-table v-loading="loading" :data="tableData" @selection-change="handleSelectionChange">
       <template>
+        <el-table-column v-if="canForwardByRole" type="selection" width="55" :selectable="canSelectForwardRow" />
         <el-table-column label="序号" prop="xh" width="80">
           <template slot-scope="scope">
             <span>{{ scope.$index+1 }}</span>
@@ -80,6 +104,7 @@
         <el-table-column label="客户号" width="230" prop="custId" min-width="140" show-overflow-tooltip />
         <el-table-column label="客户内码" width="200" prop="custIsn" min-width="140" show-overflow-tooltip />
         <el-table-column label="客户经理" width="200" prop="userInfo" min-width="140" show-overflow-tooltip />
+        <el-table-column label="承接网点" width="180" prop="deptName" min-width="120" show-overflow-tooltip />
         <el-table-column label="预警类型" width="250" prop="alterType" min-width="100" show-overflow-tooltip />
         <el-table-column label="预警详情" prop="alterDetail" min-width="100" show-overflow-tooltip />
         <el-table-column label="是否已读" prop="isReed" min-width="100" show-overflow-tooltip>
@@ -94,11 +119,18 @@
             <span>{{ scope.row.status | formatFilter('status',statusList) }}</span>
           </template>
         </el-table-column>
-        <!-- <el-table-column label="操作" align="center" width="160">
+        <el-table-column v-if="canForwardByRole" label="操作" align="center" width="120">
           <template slot-scope="scope">
-            <el-button size="mini" type="text" icon="el-icon-edit" @click="editFn(scope.row)">处理</el-button>
+            <el-button
+              v-if="scope.row.canForward"
+              size="mini"
+              type="text"
+              icon="el-icon-share"
+              @click="openForwardDialog(scope.row)"
+            >转发</el-button>
+            <span v-else>-</span>
           </template>
-        </el-table-column> -->
+        </el-table-column>
       </template>
     </el-table>
     <el-pagination
@@ -112,92 +144,65 @@
     ></el-pagination>
 
     <el-dialog
-      :title="dialogTitle"
+      title="转发预警"
-      :visible.sync="visibleFlag"
+      :visible.sync="forwardVisible"
-      width="800px"
+      width="520px"
       append-to-body
-      v-if="visibleFlag"
+      v-if="forwardVisible"
     >
-      <el-form ref="dialogFormRef" :model="dialogForm" :rules="dialogFormRules" label-width="120px">
+      <el-form ref="forwardFormRef" :model="forwardForm" :rules="forwardRules" label-width="100px">
-        <el-row>
+        <el-form-item v-if="forwardMeta.historyOnly" label="转发方式">
-          <el-col :span="24">
+          <span>按历史推荐转发</span>
-            <el-form-item label="客户姓名" prop="custName">
+        </el-form-item>
-              <el-input
+        <el-form-item v-if="isBranchAdmin" label="转发类型" prop="targetType">
-                v-model="dialogForm.custName"
+          <template v-if="!forwardMeta.historyOnly">
-                placeholder="请输入客户姓名"
+          <el-radio-group v-model="forwardForm.targetType">
-                clearable
+            <el-radio label="dept">转给网点</el-radio>
-                style="width:100%"
+            <el-radio label="user">转给客户经理</el-radio>
-              >
+          </el-radio-group>
-              </el-input>
+          </template>
-            </el-form-item>
+        </el-form-item>
-          </el-col>
+        <el-form-item v-if="!forwardMeta.historyOnly && forwardForm.targetType === 'dept'" label="目标网点" prop="deptId">
-          <el-col :span="24">
+          <el-select v-model="forwardForm.deptId" placeholder="请选择网点" style="width:100%">
-            <el-form-item label="客户号" prop="custId">
+            <el-option
-              <el-input
+              v-for="item in forwardMeta.deptOptions"
-                v-model="dialogForm.custId"
+              :key="item.targetCode"
-                placeholder="请输入客户号"
+              :label="item.targetName"
-                clearable
+              :value="Number(item.targetCode)"
-                style="width:100%"
+            ></el-option>
-              />
+          </el-select>
-            </el-form-item>
+        </el-form-item>
-          </el-col>
+        <el-form-item v-else-if="!forwardMeta.historyOnly" label="客户经理" prop="userName">
-        </el-row>
+          <el-select
-        <el-row>
+            v-model="forwardForm.userName"
-          <el-col :span="24">
+            placeholder="请选择客户经理"
-            <el-form-item label="预警类型" prop="alterType">
+            filterable
-              <el-input
+            style="width:100%"
-                v-model="dialogForm.alterType"
+          >
-                placeholder="请输入预警类型"
+            <el-option
-                clearable
+              v-for="item in forwardMeta.userOptions"
-                style="width:100%"
+              :key="item.targetCode"
-              >
+              :label="item.targetName"
-              </el-input>
+              :value="item.targetCode"
-            </el-form-item>
+            ></el-option>
-          </el-col>
+          </el-select>
-          <el-col :span="24">
+        </el-form-item>
-            <el-form-item label="预警详情" prop="alterDetail">
+        <el-form-item
-              <el-input
+          v-if="forwardMeta.recommendedTargetCode && !isBatchForward && !forwardMeta.historyOnly"
-                v-model="dialogForm.alterDetail"
+          label="历史推荐"
-                placeholder="请输入预警详情"
+        >
-                clearable
+          <div class="recommend-row">
-                style="width:100%"
+            <span>{{ recommendLabel }}</span>
-              >
+            <el-button type="text" @click="applyRecommend">使用历史推荐</el-button>
-              </el-input>
+          </div>
-            </el-form-item>
+        </el-form-item>
-          </el-col>
+        <el-form-item v-if="forwardMeta.historyOnly && isBatchForward" label="提示">
-          <el-col :span="24">
+          <span>本次多选中包含有历史分配记录的客户，将按各自历史推荐自动转发；没有历史记录的预警将保留不动。</span>
-            <el-form-item label="状态" prop="status">
+        </el-form-item>
-              <el-select
-                v-model="dialogForm.status"
-                placeholder="请选择状态"
-                clearable
-                style="width:100%"
-              >
-                <el-option
-                  v-for="item in statusList"
-                  :key="item.value"
-                  :label="item.label"
-                  :value="item.value"
-                ></el-option>
-              </el-select>
-            </el-form-item>
-          </el-col>
-          <el-col :span="24">
-            <el-form-item label="备注" prop="remark">
-              <el-input
-                v-model="dialogForm.remark"
-                placeholder="请输入备注"
-                clearable
-                style="width:100%"
-              >
-              </el-input>
-            </el-form-item>
-          </el-col>
-        </el-row>
       </el-form>
       <div slot="footer">
-        <el-button type="primary" @click="dialogOkfn">确 定</el-button>
+        <el-button type="primary" :loading="forwardSubmitting" @click="submitForward">确 定</el-button>
-        <el-button @click="dialogCancelfn">取 消</el-button>
+        <el-button @click="closeForwardDialog">取 消</el-button>
       </div>
     </el-dialog>
   </div>
@@ -206,9 +211,10 @@
 <script>
 import {
   warningworkRecordList,
-  warningworkRecordSubmit,
   warningCardNum,
-  getAlterTypes
+  getAlterTypes,
+  getAlterForwardMeta,
+  forwardAlter
 } from "@/api/system/home";
 import _ from "lodash";
 import dayjs from "dayjs";
@@ -232,6 +238,24 @@ export default {
       } else {
         return false;
       }
+    },
+    isBranchAdmin() {
+      return this.roles.includes("branchAdmin");
+    },
+    isOutletAdmin() {
+      return this.roles.includes("outletAdmin");
+    },
+    canForwardByRole() {
+      return this.isBranchAdmin || this.isOutletAdmin;
+    },
+    canBatchForward() {
+      return this.selectedRows.length > 0 && this.selectedRows.every(item => item.canForward);
+    },
+    recommendLabel() {
+      if (!this.forwardMeta.recommendedTargetCode) {
+        return "";
+      }
+      return `${this.forwardMeta.recommendedTargetType === "dept" ? "网点" : "客户经理"}：${this.forwardMeta.recommendedTargetName}`;
     }
   },
   data() {
@@ -253,35 +277,45 @@ export default {
       ],
 
       alterTypeOptions: [],
+      forwardFlagOptions: [
+        { label: "有管户", value: "0" },
+        { label: "无管户", value: "1" }
+      ],
 
       searchArray: {
         status: "",
-        alterType: ""
+        alterType: "",
+        forwardFlag: ""
       },
       pageNum: 1,
       pageSize: 10,
       tableData: [],
+      selectedRows: [],
       total: 0,
       loading: false,
-      dialogTitle: '',
+      forwardVisible: false,
-      dialogForm: {
+      forwardSubmitting: false,
-        custName: '',
+      isBatchForward: false,
-        custId: '',
+      forwardMeta: {
-        alterType: '',
+        deptOptions: [],
-        alterDetail: '',
+        userOptions: [],
-        status: ''
+        recommendedTargetType: "",
+        recommendedTargetCode: "",
+        recommendedTargetName: "",
+        historyOnly: false,
+        hasHistoryRecommend: false
       },
-      visibleFlag: false,
+      forwardForm: {
-      dialogFormRules: {
+        ids: [],
-        status: [{ required: true, message: "不能为空", trigger: "blur" }],
+        targetType: "user",
-        custName: [{ required: true, message: "不能为空", trigger: "blur" }],
+        deptId: "",
-        custId: [{ required: true, message: "不能为空", trigger: "blur" }],
+        userName: "",
-        alterType: [
+        useHistory: false
-          { required: true, message: "不能为空", trigger: "blur" }
+      },
-        ],
+      forwardRules: {
-        alterDetail: [
+        targetType: [{ required: true, message: "请选择转发类型", trigger: "change" }],
-          { required: true, message: "不能为空", trigger: "blur" }
+        deptId: [{ required: true, message: "请选择目标网点", trigger: "change" }],
-        ]
+        userName: [{ required: true, message: "请选择客户经理", trigger: "change" }]
       }
     };
   },
@@ -314,7 +348,8 @@ export default {
     resetFn() {
       this.searchArray = {
         status: "",
-        alterType: ""
+        alterType: "",
+        forwardFlag: ""
       };
       this.searchFn();
     },
@@ -335,6 +370,7 @@ export default {
         this.loading = false;
         if (response.code == 200) {
           this.tableData = response.rows || [];
+          this.selectedRows = [];
           this.total = response.total || 0;
         } else {
           this.$message.error(response.msg || "操作失败");
@@ -349,33 +385,95 @@ export default {
       this.pageSize = val;
       this.queryListFn();
     },
-    editFn(row) {
+    handleSelectionChange(rows) {
-      this.dialogTitle = "修改";
+      this.selectedRows = rows || [];
-      this.dialogForm = row;
-      this.visibleFlag = true;
-      // this.$nextTick(() => {
-      //   this.$refs.dialogFormRef.resetFields();
-      // });
     },
-    dialogOkfn() {
+    canSelectForwardRow(row) {
-      this.$refs["dialogFormRef"].validate(valid => {
+      return !!row.canForward;
-        if (valid) {
+    },
-          warningworkRecordSubmit(this.dialogForm).then(response => {
+    openForwardDialog(row) {
-            if (response.code == "200") {
+      const rows = row ? [row] : this.selectedRows.filter(item => item.canForward);
-              let msg = "修改成功";
+      if (!rows.length) {
-              this.$message.success(msg);
+        this.$message.warning("请先选择可转发的预警信息");
-              this.visibleFlag = false;
+        return;
-              this.resetFn();
+      }
-            } else {
+      this.isBatchForward = rows.length > 1;
-              this.$message.error(response.msg || "操作失败");
+      this.forwardVisible = true;
-            }
+      this.forwardSubmitting = false;
-          });
+      this.forwardForm = {
+        ids: rows.map(item => item.id),
+        targetType: this.isBranchAdmin ? "dept" : "user",
+        deptId: "",
+        userName: "",
+        useHistory: false
+      };
+      this.forwardMeta = {
+        deptOptions: [],
+        userOptions: [],
+        recommendedTargetType: "",
+        recommendedTargetCode: "",
+        recommendedTargetName: "",
+        historyOnly: false,
+        hasHistoryRecommend: false
+      };
+      this.$nextTick(() => {
+        this.$refs.forwardFormRef && this.$refs.forwardFormRef.clearValidate();
+      });
+      getAlterForwardMeta({ ids: rows.map(item => item.id).join(",") }).then(res => {
+        if (res.code !== 200) {
+          this.$message.error(res.msg || "获取转发信息失败");
+          return;
         }
+        this.forwardMeta = res.data || this.forwardMeta;
+        this.forwardForm.useHistory = !!this.forwardMeta.historyOnly;
       });
     },
-    dialogCancelfn() {
+    applyRecommend() {
-      this.visibleFlag = false;
+      if (!this.forwardMeta.recommendedTargetCode) {
+        return;
+      }
+      if (this.forwardMeta.recommendedTargetType === "dept" && this.isOutletAdmin) {
+        return;
+      }
+      this.forwardForm.targetType = this.forwardMeta.recommendedTargetType || this.forwardForm.targetType;
+      if (this.forwardForm.targetType === "dept") {
+        this.forwardForm.deptId = Number(this.forwardMeta.recommendedTargetCode);
+        this.forwardForm.userName = "";
+      } else {
+        this.forwardForm.userName = this.forwardMeta.recommendedTargetCode;
+        this.forwardForm.deptId = "";
+      }
     },
+    submitForward() {
+      if (this.forwardMeta.historyOnly) {
+        this.forwardForm.useHistory = true;
+      }
+      if (!this.forwardMeta.historyOnly && this.forwardForm.targetType === "dept" && !this.forwardForm.deptId) {
+        this.$message.warning("请选择目标网点");
+        return;
+      }
+      if (!this.forwardMeta.historyOnly && this.forwardForm.targetType === "user" && !this.forwardForm.userName) {
+        this.$message.warning("请选择客户经理");
+        return;
+      }
+      this.forwardSubmitting = true;
+      forwardAlter(this.forwardForm).then(response => {
+        this.forwardSubmitting = false;
+        if (response.code == 200) {
+          this.$message.success(response.msg || "转发完成");
+          this.closeForwardDialog();
+          this.queryListFn();
+          this.initCardList();
+        } else {
+          this.$message.error(response.msg || "操作失败");
+        }
+      }).catch(() => {
+        this.forwardSubmitting = false;
+      })
+    },
+    closeForwardDialog() {
+      this.forwardVisible = false;
+    }
   }
 };
 </script>
@@ -509,4 +607,11 @@ export default {
     }
   }
 }
-</style>
+
+.recommend-row {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  gap: 12px;
+}
+</style>