0410-海宁预警转发+北仑客群优化+海宁aum报表导出下载

.vscode/settings.json

@@ -0,0 +1,3 @@
+{
+    "kiroAgent.configureMCP": "Disabled"
+}

ibs-group/src/main/java/com/ruoyi/group/controller/CustGroupController.java

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

ibs-group/src/main/java/com/ruoyi/group/controller/CustGroupMemberController.java

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

ibs-group/src/main/java/com/ruoyi/group/controller/GroupPerformanceController.java

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

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

@@ -13,6 +13,18 @@ import lombok.Data;
 @ApiModel(description = "客群客户查询条件")
 public class CustGroupMemberQueryDTO {
 
+    /**
+     * 页码
+     */
+    @ApiModelProperty(value = "页码", hidden = true)
+    private Integer pageNum;
+
+    /**
+     * 每页数量
+     */
+    @ApiModelProperty(value = "每页数量", hidden = true)
+    private Integer pageSize;
+
     /**
      * 客户类型：0=个人, 1=商户, 2=企业
      */
@@ -24,4 +36,34 @@ public class CustGroupMemberQueryDTO {
      */
     @ApiModelProperty(value = "客户姓名")
     private String custName;
+
+    /**
+     * 客户经理柜员号
+     */
+    @ApiModelProperty(value = "客户经理柜员号")
+    private String userName;
+
+    /**
+     * 客户经理姓名
+     */
+    @ApiModelProperty(value = "客户经理姓名")
+    private String nickName;
+
+    /**
+     * 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

@@ -39,6 +39,24 @@ public class CustGroupQueryDTO implements Serializable {
     @ApiModelProperty(value = "客群状态", name = "groupStatus")
     private String groupStatus;
 
+    /**
+     * 客群标签（模糊匹配）
+     */
+    @ApiModelProperty(value = "客群标签", name = "groupTags")
+    private String groupTags;
+
+    /**
+     * 视图类型：mine=我创建的，sharedToMe=下发给我的
+     */
+    @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
      */
@@ -50,4 +68,4 @@ public class CustGroupQueryDTO implements Serializable {
      */
     @ApiModelProperty(value = "每页大小", name = "pageSize")
     private Integer pageSize = 10;
-}
+}

ibs-group/src/main/java/com/ruoyi/group/domain/entity/CustGroup.java

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

ibs-group/src/main/java/com/ruoyi/group/domain/entity/CustGroupMember.java

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

ibs-group/src/main/java/com/ruoyi/group/domain/entity/GroupCmpmCountGongsi825.java

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

ibs-group/src/main/java/com/ruoyi/group/domain/entity/GroupCmpmCountLingshou825.java

@@ -0,0 +1,158 @@
+package com.ruoyi.group.domain.entity;
+
+import com.ruoyi.common.annotation.Excel;
+import lombok.Data;
+
+import java.io.Serializable;
+
+/**
+ * 客群业绩汇总统计_零售825
+ */
+@Data
+public class GroupCmpmCountLingshou825 implements Serializable {
+    private static final long serialVersionUID = 1L;
+
+    @Excel(name = "统计日期")
+    private String dt;
+
+    private String groupId;
+
+    @Excel(name = "客群名称")
+    private String groupName;
+
+    @Excel(name = "客群模式")
+    private String groupMode;
+
+    @Excel(name = "归属支行机构号")
+    private String deptId;
+
+    @Excel(name = "归属支行名称")
+    private String deptName;
+
+    @Excel(name = "归属网点机构号")
+    private String outletsId;
+
+    @Excel(name = "归属网点名称")
+    private String outletsName;
+
+    @Excel(name = "归属客户经理")
+    private String userName;
+
+    @Excel(name = "入格客户数")
+    private Integer custNum;
+
+    @Excel(name = "近365天已走访人数")
+    private String zf365cnt;
+
+    @Excel(name = "近180天已走访人数")
+    private String zf180cnt;
+
+    @Excel(name = "近90天已走访人数")
+    private String zf90cnt;
+
+    @Excel(name = "近30天已走访人数")
+    private String zf30cnt;
+
+    @Excel(name = "近365天走访率")
+    private String zf365rt;
+
+    @Excel(name = "近180天走访率")
+    private String zf180rt;
+
+    @Excel(name = "近90天走访率")
+    private String zf90rt;
+
+    @Excel(name = "近30天走访率")
+    private String zf30rt;
+
+    @Excel(name = "活期存款余额（元）")
+    private String curBalD;
+
+    @Excel(name = "授信率（%）")
+    private String sxRat;
+
+    @Excel(name = "用信覆盖率")
+    private String yxRat;
+
+    @Excel(name = "授信户数")
+    private Integer sxNum;
+
+    @Excel(name = "用信户数")
+    private Integer yxNum;
+
+    @Excel(name = "授信金额（合同）")
+    private String sxBal;
+
+    @Excel(name = "贷款余额（元）")
+    private String balLoan;
+
+    @Excel(name = "贷款年日均（元）")
+    private String loanAve;
+
+    @Excel(name = "合同签约率（%）")
+    private String yxhtRat;
+
+    @Excel(name = "代扣电费覆盖率（%）")
+    private String dianRat;
+
+    @Excel(name = "代扣水费率（%）")
+    private String shuiRat;
+
+    @Excel(name = "代扣税费率（%）")
+    private String taxRat;
+
+    @Excel(name = "开户率（%）")
+    private String openRat;
+
+    @Excel(name = "合同签约客户数")
+    private Integer yxhtNum;
+
+    @Excel(name = "代扣电费客户数")
+    private Integer dianNum;
+
+    @Excel(name = "代扣水费客户数")
+    private Integer shuiNum;
+
+    @Excel(name = "代扣税费数")
+    private Integer taxNum;
+
+    @Excel(name = "开户数")
+    private Integer openNum;
+
+    @Excel(name = "存款余额（元）")
+    private String depBal;
+
+    @Excel(name = "财富余额（元）")
+    private String finBal;
+
+    @Excel(name = "个人核心客户数")
+    private Integer grhxNum;
+
+    @Excel(name = "财富有效客户数")
+    private Integer cfyxNum;
+
+    @Excel(name = "有效信用卡数")
+    private Integer yxxykNum;
+
+    @Excel(name = "有效社保卡户数")
+    private Integer yxsbkNum;
+
+    @Excel(name = "二换三社保卡户数")
+    private Integer twoTo3SbkNum;
+
+    @Excel(name = "养老金迁移至社保卡户数")
+    private Integer yljToSbkNum;
+
+    @Excel(name = "丰收互联客户数")
+    private Integer fshlNum;
+
+    @Excel(name = "有效收单商户")
+    private Integer yxsdNum;
+
+    @Excel(name = "核心收单户数")
+    private String hxsdNum;
+
+    private String regionCode;
+
+    private String opsDept;
+}

ibs-group/src/main/java/com/ruoyi/group/domain/entity/GroupCustCountGongsi825.java

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

ibs-group/src/main/java/com/ruoyi/group/domain/entity/GroupCustCountLingshou825.java

@@ -0,0 +1,111 @@
+package com.ruoyi.group.domain.entity;
+
+import com.ruoyi.common.annotation.Excel;
+import lombok.Data;
+
+import java.io.Serializable;
+
+/**
+ * 客群客户明细统计_零售825
+ */
+@Data
+public class GroupCustCountLingshou825 implements Serializable {
+    private static final long serialVersionUID = 1L;
+
+    private String groupId;
+
+    @Excel(name = "客户名称")
+    private String custName;
+
+    @Excel(name = "客户证件号")
+    private String custIdc;
+
+    @Excel(name = "客户内码")
+    private String custIsn;
+
+    @Excel(name = "活期存款余额")
+    private String curBalD;
+
+    @Excel(name = "贷款余额")
+    private String balLoan;
+
+    @Excel(name = "贷款年日均")
+    private String loanAve;
+
+    @Excel(name = "是否授信")
+    private String isSx;
+
+    @Excel(name = "是否用信")
+    private String isYx;
+
+    @Excel(name = "授信金额")
+    private String sxBal;
+
+    @Excel(name = "是否合同签约")
+    private String isYxht;
+
+    @Excel(name = "是否持有信用卡")
+    private String isXyk;
+
+    @Excel(name = "是否开通丰收互联")
+    private String fshl;
+
+    @Excel(name = "是否办理收单")
+    private String isSd;
+
+    @Excel(name = "是否代扣电费")
+    private String dian;
+
+    @Excel(name = "是否代扣水费")
+    private String shui;
+
+    @Excel(name = "是否代扣税费")
+    private String tax;
+
+    @Excel(name = "开户数")
+    private String openNum;
+
+    @Excel(name = "存款余额")
+    private String depBal;
+
+    @Excel(name = "财富余额")
+    private String finBal;
+
+    @Excel(name = "是否个人核心客户")
+    private String isGrhx;
+
+    @Excel(name = "是否财富有效客户")
+    private String isCfyx;
+
+    @Excel(name = "是否有效社保卡客户")
+    private String isYxsbk;
+
+    @Excel(name = "是否二换三社保卡")
+    private String is2to3Sbk;
+
+    @Excel(name = "是否养老金迁移至社保卡")
+    private String isYljToSbk;
+
+    private String regionCode;
+
+    private String opsDept;
+
+    private String custType;
+
+    @Excel(name = "近365天有无走访")
+    private String is365zf;
+
+    @Excel(name = "近180天有无走访")
+    private String is180zf;
+
+    @Excel(name = "近90天有无走访")
+    private String is90zf;
+
+    @Excel(name = "近30天有无走访")
+    private String is30zf;
+
+    private String dt;
+
+    @Excel(name = "是否核心收单")
+    private String isHxsd;
+}

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

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

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

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

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

@@ -32,7 +32,10 @@ public interface CustGroupMapper extends BaseMapper<CustGroup> {
      * @param dto 查询条件
      * @return 客群VO列表
      */
-    List<CustGroupVO> selectCustGroupList(@Param("dto") CustGroupQueryDTO dto);
+    List<CustGroupVO> selectCustGroupList(@Param("dto") CustGroupQueryDTO dto,
+                                          @Param("userName") String userName,
+                                          @Param("deptId") String deptId,
+                                          @Param("headId") String headId);
 
     /**
      * 根据ID查询客群详情
@@ -40,5 +43,39 @@ public interface CustGroupMapper extends BaseMapper<CustGroup> {
      * @param id 客群ID
      * @return 客群VO
      */
-    CustGroupVO selectCustGroupById(@Param("id") Long id);
-}
+    CustGroupVO selectCustGroupById(@Param("id") Long id,
+                                    @Param("userName") String userName,
+                                    @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
+     *
+     * @param id 客群ID
+     * @param userName 当前用户名
+     * @param deptId 当前部门ID
+     * @return 可查看数量
+     */
+    Long countVisibleCustGroup(@Param("id") Long id,
+                               @Param("userName") String userName,
+                               @Param("deptId") String deptId,
+                               @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
+     *
+     * @return 标签列表
+     */
+    List<String> selectAllGroupTags();
+}

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

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

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

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

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

@@ -1,7 +1,6 @@
 package com.ruoyi.group.service;
 
 import com.ruoyi.group.domain.dto.CustGroupQueryDTO;
-import com.ruoyi.group.domain.dto.GridImportDTO;
 import com.ruoyi.group.domain.entity.CustGroup;
 import com.ruoyi.group.domain.vo.CustGroupVO;
 import org.springframework.web.multipart.MultipartFile;
@@ -17,81 +16,56 @@ public interface ICustGroupService {
 
     /**
      * 查询客群列表
-     *
-     * @param dto 查询条件
-     * @return 客群VO列表
      */
     List<CustGroupVO> listCustGroup(CustGroupQueryDTO dto);
 
     /**
      * 根据ID查询客群详情
-     *
-     * @param id 客群ID
-     * @return 客群VO
      */
     CustGroupVO getCustGroup(Long id);
 
+    /**
+     * 校验当前用户是否有客群查看权限
+     */
+    void checkCustGroupViewPermission(Long id);
+
     /**
      * 异步创建客群（模板导入）
+     * gridType、regionGridIds、drawGridIds 从 custGroup 中获取
      *
-     * @param custGroup 客群实体
-     * @param file Excel文件
+     * @param custGroup 客群实体（包含 gridType、regionGridIds、drawGridIds）
+     * @param file      Excel文件
      * @return 客群ID
      */
     String createCustGroupByTemplate(CustGroup custGroup, MultipartFile file);
 
-    /**
-     * 异步创建客群（网格导入）
-     *
-     * @param gridImportDTO 网格导入条件
-     * @return 客群ID
-     */
-    String createCustGroupByGrid(GridImportDTO gridImportDTO);
-
-    /**
-     * 更新客群（网格导入）
-     *
-     * @param gridImportDTO 网格导入条件
-     * @return 结果消息
-     */
-    String updateCustGroupByGrid(GridImportDTO gridImportDTO);
-
     /**
      * 更新客群（模板导入）
+     * gridType、regionGridIds、drawGridIds 从 custGroup 中获取
      *
-     * @param custGroup 客群实体
-     * @param file Excel文件
+     * @param custGroup 客群实体（包含 gridType、regionGridIds、drawGridIds）
+     * @param file      Excel文件
      * @return 结果消息
      */
     String updateCustGroupByTemplate(CustGroup custGroup, MultipartFile file);
 
     /**
      * 删除客群
-     *
-     * @param idList 客群ID列表
-     * @return 结果消息
      */
     String deleteCustGroup(List<Long> idList);
 
     /**
      * 检查客群名称是否存在
-     *
-     * @param groupName 客群名称
-     * @return true=存在, false=不存在
      */
     boolean checkGroupNameExist(String groupName);
 
     /**
      * 查询客群创建状态
-     *
-     * @param id 客群ID
-     * @return 创建状态：0=创建中, 1=创建成功, 2=创建失败
      */
     String getCreateStatus(Long id);
 
     /**
      * 更新动态客群（定时任务调用）
-     * 根据原始导入条件重新查询并更新客户列表
      */
     void updateDynamicCustGroups();
 
@@ -100,4 +74,11 @@ public interface ICustGroupService {
      */
     void checkAndDisableExpiredGroups();
 
-}
+    /**
+     * 获取所有已有的客群标签列表
+     *
+     * @return 标签列表
+     */
+    List<String> getAllGroupTags();
+
+}

ibs-group/src/main/java/com/ruoyi/group/service/IGroupPerformanceService.java

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

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

@@ -4,14 +4,22 @@ import com.ruoyi.group.domain.dto.CustGroupMemberQueryDTO;
 import com.ruoyi.group.domain.entity.CustGroup;
 import com.ruoyi.group.domain.entity.CustGroupMember;
 import com.ruoyi.group.domain.vo.CustGroupMemberVO;
+import com.ruoyi.common.exception.ServiceException;
+import com.ruoyi.common.utils.SecurityUtils;
 import com.ruoyi.group.mapper.CustGroupMapper;
 import com.ruoyi.group.mapper.CustGroupMemberMapper;
+import com.ruoyi.group.service.ICustGroupService;
 import com.ruoyi.group.service.ICustGroupMemberService;
+import com.github.pagehelper.PageHelper;
 import org.springframework.stereotype.Service;
 import org.springframework.transaction.annotation.Transactional;
 
 import javax.annotation.Resource;
+import java.util.ArrayList;
+import java.util.HashSet;
 import java.util.List;
+import java.util.Set;
+import java.util.stream.Collectors;
 
 /**
  * 客群客户服务实现类
@@ -27,9 +35,73 @@ public class CustGroupMemberServiceImpl implements ICustGroupMemberService {
     @Resource
     private CustGroupMapper custGroupMapper;
 
+    @Resource
+    private ICustGroupService custGroupService;
+
     @Override
     public List<CustGroupMemberVO> listCustGroupMembers(Long groupId, CustGroupMemberQueryDTO dto) {
-        return custGroupMemberMapper.selectCustGroupMemberList(groupId, 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;
+        PageHelper.startPage(pageNum, pageSize);
+        // 1. 查询客群成员列表（分页）
+        List<CustGroupMemberVO> memberList = custGroupMemberMapper.selectCustGroupMemberList(groupId, dto);
+        if (memberList == null || memberList.isEmpty()) {
+            return memberList;
+        }
+
+        // 2. 按客户类型分组，批量查询存量状态
+        // 个人客户
+        List<String> retailCustIds = memberList.stream()
+                .filter(m -> "0".equals(m.getCustType()))
+                .map(CustGroupMemberVO::getCustId)
+                .collect(Collectors.toList());
+        // 商户客户
+        List<String> merchantCustIds = memberList.stream()
+                .filter(m -> "1".equals(m.getCustType()))
+                .map(CustGroupMemberVO::getCustId)
+                .collect(Collectors.toList());
+        // 企业客户
+        List<String> businessCustIds = memberList.stream()
+                .filter(m -> "2".equals(m.getCustType()))
+                .map(CustGroupMemberVO::getCustId)
+                .collect(Collectors.toList());
+
+        // 3. 批量查询各类型存量客户
+        Set<String> existingRetailCustIds = new HashSet<>();
+        Set<String> existingMerchantCustIds = new HashSet<>();
+        Set<String> existingBusinessCustIds = new HashSet<>();
+
+        if (!retailCustIds.isEmpty()) {
+            existingRetailCustIds.addAll(custGroupMemberMapper.selectExistingRetailCustIds(retailCustIds));
+        }
+        if (!merchantCustIds.isEmpty()) {
+            existingMerchantCustIds.addAll(custGroupMemberMapper.selectExistingMerchantCustIds(merchantCustIds));
+        }
+        if (!businessCustIds.isEmpty()) {
+            existingBusinessCustIds.addAll(custGroupMemberMapper.selectExistingBusinessCustIds(businessCustIds));
+        }
+
+        // 4. 填充存量状态
+        for (CustGroupMemberVO member : memberList) {
+            String custType = member.getCustType();
+            String custId = member.getCustId();
+            if ("0".equals(custType)) {
+                member.setIsExisting(existingRetailCustIds.contains(custId));
+            } else if ("1".equals(custType)) {
+                member.setIsExisting(existingMerchantCustIds.contains(custId));
+            } else if ("2".equals(custType)) {
+                member.setIsExisting(existingBusinessCustIds.contains(custId));
+            } else {
+                member.setIsExisting(false);
+            }
+        }
+
+        return memberList;
     }
 
     @Override
@@ -38,7 +110,17 @@ public class CustGroupMemberServiceImpl implements ICustGroupMemberService {
         // 检查客群是否存在
         CustGroup custGroup = custGroupMapper.selectById(groupId);
         if (custGroup == null) {
-            return "客群不存在";
+            throw new ServiceException("客群不存在");
+        }
+        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");
         }
 
         // 删除客户关联
@@ -47,6 +129,7 @@ public class CustGroupMemberServiceImpl implements ICustGroupMemberService {
             if (member != null && member.getGroupId().equals(groupId)) {
                 // 设置手动移除标识
                 member.setManualRemove(1);
+                custGroupMemberMapper.updateById(member);
                 // 逻辑删除
                 custGroupMemberMapper.deleteById(memberId);
             }

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

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

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

@@ -4,18 +4,80 @@
         "http://mybatis.org/dtd/mybatis-3-mapper.dtd">
 <mapper namespace="com.ruoyi.group.mapper.CustGroupMapper">
 
+    <sql id="custGroupVisibleBaseCondition">
+        AND (
+            <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'
+                AND cg.share_dept_ids IS NOT NULL
+                AND cg.share_dept_ids != ''
+                AND find_in_set(#{deptId}, cg.share_dept_ids)
+            )
+        )
+    </sql>
+
+    <sql id="custGroupVisibleCondition">
+        <choose>
+            <when test="dto != null and dto.viewType == 'mine'">
+                <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
+                AND cg.group_status = '0'
+                AND cg.share_dept_ids IS NOT NULL
+                AND cg.share_dept_ids != ''
+                AND find_in_set(#{deptId}, cg.share_dept_ids)
+            </when>
+            <otherwise>
+                <include refid="custGroupVisibleBaseCondition"/>
+            </otherwise>
+        </choose>
+    </sql>
+
     <select id="selectCustGroupList" resultType="CustGroupVO">
         SELECT
             cg.id,
             cg.group_name,
             cg.group_mode,
-            cg.create_mode,
+            cg.group_type,
             cg.user_name,
             cg.nick_name,
             cg.dept_id,
             cg.share_enabled,
             cg.share_dept_ids,
             cg.group_status,
+            cg.group_tags,
             cg.create_by,
             cg.create_time,
             cg.update_by,
@@ -26,19 +88,20 @@
         FROM ibs_cust_group cg
         <where>
             cg.del_flag = '0'
-            and create_status = '1'
+            AND cg.create_status = '1'
+            <include refid="custGroupVisibleCondition"/>
             <if test="dto.groupName != null and dto.groupName != ''">
                 AND cg.group_name LIKE CONCAT('%', #{dto.groupName}, '%')
             </if>
             <if test="dto.groupMode != null and dto.groupMode != ''">
                 AND cg.group_mode = #{dto.groupMode}
             </if>
-            <if test="dto.createMode != null and dto.createMode != ''">
-                AND cg.create_mode = #{dto.createMode}
-            </if>
             <if test="dto.groupStatus != null and dto.groupStatus != ''">
                 AND cg.group_status = #{dto.groupStatus}
             </if>
+            <if test="dto.groupTags != null and dto.groupTags != ''">
+                AND cg.group_tags LIKE CONCAT('%', #{dto.groupTags}, '%')
+            </if>
         </where>
         ORDER BY cg.create_time DESC
     </select>
@@ -48,13 +111,14 @@
             cg.id,
             cg.group_name,
             cg.group_mode,
-            cg.create_mode,
+            cg.group_type,
             cg.user_name,
             cg.nick_name,
             cg.dept_id,
             cg.share_enabled,
             cg.share_dept_ids,
             cg.group_status,
+            cg.group_tags,
             cg.valid_time,
             cg.create_by,
             cg.create_time,
@@ -63,13 +127,49 @@
             cg.remark,
             cg.create_status,
             cg.grid_type,
-            cg.cmpm_biz_type,
-            cg.grid_user_names,
             cg.region_grid_ids,
             cg.draw_grid_ids,
             (SELECT COUNT(*) FROM ibs_cust_group_member cgm WHERE cgm.group_id = cg.id AND cgm.del_flag = '0') AS cust_count
         FROM ibs_cust_group cg
-        WHERE cg.id = #{id} AND cg.del_flag = '0'
+        WHERE cg.id = #{id}
+          AND cg.del_flag = '0'
+          AND cg.create_status = '1'
+          <include refid="custGroupVisibleBaseCondition"/>
+    </select>
+
+    <select id="countVisibleCustGroup" resultType="java.lang.Long">
+        SELECT COUNT(1)
+        FROM ibs_cust_group cg
+        WHERE cg.id = #{id}
+          AND cg.del_flag = '0'
+          AND cg.create_status = '1'
+          <include refid="custGroupVisibleBaseCondition"/>
+    </select>
+
+    <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
+        WHERE del_flag = '0'
+          AND create_status = '1'
+          AND group_tags IS NOT NULL
+          AND group_tags != ''
+        ORDER BY group_tags
     </select>
 
 </mapper>

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

@@ -13,28 +13,94 @@
             cgm.cust_name,
             cgm.cust_idc,
             cgm.social_credit_code,
+            cgm.user_name,
+            cgm.nick_name,
+            cgm.outlet_id,
+            cgm.outlet_name,
+            cgm.branch_id,
+            cgm.branch_name,
             cgm.create_time
         FROM ibs_cust_group_member cgm
         <where>
             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>
             <if test="dto != null and dto.custName != null and dto.custName != ''">
                 AND cgm.cust_name LIKE CONCAT('%', #{dto.custName}, '%')
             </if>
+            <if test="dto != null and dto.userName != null and dto.userName != ''">
+                AND cgm.user_name = #{dto.userName}
+            </if>
+            <if test="dto != null and dto.nickName != null and dto.nickName != ''">
+                AND cgm.nick_name LIKE CONCAT('%', #{dto.nickName}, '%')
+            </if>
         </where>
         ORDER BY cgm.create_time ASC
     </select>
 
+    <!-- 批量查询个人客户是否存在 -->
+    <select id="selectExistingRetailCustIds" resultType="String">
+        SELECT DISTINCT t.cust_id
+        FROM ibs_cust_group_member t
+        INNER JOIN cust_info_retail c ON t.cust_id = c.cust_id AND t.cust_idc = c.cust_idc
+        WHERE t.del_flag = '0'
+        AND t.cust_type = '0'
+        AND t.cust_id IN
+        <foreach collection="list" item="item" open="(" separator="," close=")">
+            #{item}
+        </foreach>
+    </select>
+
+    <!-- 批量查询商户客户是否存在 -->
+    <select id="selectExistingMerchantCustIds" resultType="String">
+        SELECT DISTINCT t.cust_id
+        FROM ibs_cust_group_member t
+        INNER JOIN cust_info_merchant c ON t.cust_id = c.cust_id AND t.social_credit_code = c.social_credit_code
+        WHERE t.del_flag = '0'
+        AND t.cust_type = '1'
+        AND t.cust_id IN
+        <foreach collection="list" item="item" open="(" separator="," close=")">
+            #{item}
+        </foreach>
+    </select>
+
+    <!-- 批量查询企业客户是否存在 -->
+    <select id="selectExistingBusinessCustIds" resultType="String">
+        SELECT DISTINCT t.cust_id
+        FROM ibs_cust_group_member t
+        INNER JOIN cust_info_business c ON t.cust_id = c.cust_id AND t.social_credit_code = c.social_credit_code
+        WHERE t.del_flag = '0'
+        AND t.cust_type = '2'
+        AND t.cust_id IN
+        <foreach collection="list" item="item" open="(" separator="," close=")">
+            #{item}
+        </foreach>
+    </select>
+
     <!-- 批量插入客群客户（INSERT IGNORE，遇到重复键自动跳过） -->
     <insert id="batchInsertMembers">
         INSERT IGNORE INTO ibs_cust_group_member
-            (group_id, cust_type, cust_id, cust_name, cust_idc, social_credit_code, create_by, create_time, del_flag, manual_remove)
+            (group_id, cust_type, cust_id, cust_name, cust_idc, social_credit_code,
+             user_name, nick_name, outlet_id, outlet_name, branch_id, branch_name,
+             create_by, create_time, del_flag, manual_remove)
         VALUES
         <foreach collection="list" item="item" index="index" separator=",">
-            (#{item.groupId}, #{item.custType}, #{item.custId}, #{item.custName}, #{item.custIdc}, #{item.socialCreditCode}, #{item.createBy}, NOW(), '0', '0')
+            (#{item.groupId}, #{item.custType}, #{item.custId}, #{item.custName}, #{item.custIdc}, #{item.socialCreditCode},
+             #{item.userName}, #{item.nickName}, #{item.outletId}, #{item.outletName}, #{item.branchId}, #{item.branchName},
+             #{item.createBy}, NOW(), '0', '0')
         </foreach>
     </insert>
 

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

@@ -0,0 +1,245 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<!DOCTYPE mapper
+        PUBLIC "-//mybatis.org//DTD Mapper 3.0//EN"
+        "http://mybatis.org/dtd/mybatis-3-mapper.dtd">
+<mapper namespace="com.ruoyi.group.mapper.GroupPerformanceMapper">
+
+    <select id="selectLsCountList" resultType="com.ruoyi.group.domain.entity.GroupCmpmCountLingshou825">
+        SELECT
+            dt,
+            group_id,
+            group_name,
+            group_mode,
+            dept_id,
+            dept_name,
+            outlets_id,
+            outlets_name,
+            user_name,
+            cust_num,
+            zf_365cnt,
+            zf_180cnt,
+            zf_90cnt,
+            zf_30cnt,
+            zf_365rt,
+            zf_180rt,
+            zf_90rt,
+            zf_30rt,
+            cur_bal_d,
+            sx_rat,
+            yx_rat,
+            sx_num,
+            yx_num,
+            sx_bal,
+            bal_loan,
+            loan_ave,
+            yxht_rat,
+            dian_rat,
+            shui_rat,
+            tax_rat,
+            open_rat,
+            yxht_num,
+            dian_num,
+            shui_num,
+            tax_num,
+            open_num,
+            dep_bal,
+            fin_bal,
+            grhx_num,
+            cfyx_num,
+            yxxyk_num,
+            yxsbk_num,
+            `2to3_sbk_num` as twoTo3SbkNum,
+            ylj_to_sbk_num,
+            fshl_num,
+            yxsd_num,
+            hxsd_num,
+            region_code,
+            ops_dept
+        FROM group_cmpm_count_lingshou_825
+        <where>
+            <if test="dt != null and dt != ''">and dt = #{dt}</if>
+            <if test="groupName != null and groupName != ''">and group_name like concat('%', #{groupName}, '%')</if>
+            <if test="isBranch == true">and dept_id like concat('%',concat(#{deptId},'%'))</if>
+            <if test="isOutlet == true">and outlets_id like concat('%',concat(#{deptId},'%'))</if>
+            <if test="isManager == true">and user_name like concat('%',concat(#{userName},'%'))</if>
+        </where>
+    </select>
+
+    <select id="selectGsCountList" resultType="com.ruoyi.group.domain.entity.GroupCmpmCountGongsi825">
+        SELECT
+            dt,
+            group_id,
+            group_name,
+            group_mode,
+            dept_id,
+            dept_name,
+            outlets_id,
+            outlets_name,
+            user_name,
+            cust_num,
+            hq_cur_balance,
+            bz_cur_balance,
+            loan_balance_cny,
+            finance_prod_711_balance,
+            finance_prod_716_balance,
+            loan_year_dailyaverage,
+            qfcd_rat,
+            tx_rat,
+            bh_rat,
+            yxdfgz_rat,
+            dkdf_rat,
+            dksf_rat,
+            dkshf_rat,
+            pjb_rat,
+            czb_rat,
+            sfb_rat,
+            mrb_rat,
+            szst_rat,
+            kh_rat,
+            gjjsyw_rat,
+            yqjsh_rat,
+            qfcd_num,
+            tx_num,
+            bh_num,
+            yxdfgz_num,
+            ustr_count_per_m,
+            ustr_bal_m,
+            dkdf_num,
+            dksf_num,
+            dkshf_num,
+            pjb_num,
+            czb_num,
+            sfb_num,
+            mrb_num,
+            szst_num,
+            kh_num,
+            gjjsyw_num,
+            yqjsh_num,
+            region_code,
+            ops_dept,
+            htqy_rat,
+            htqy_num,
+            dept_type,
+            zf_365cnt,
+            zf_180cnt,
+            zf_90cnt,
+            zf_30cnt,
+            zf_365rt,
+            zf_180rt,
+            zf_90rt,
+            zf_30rt,
+            ph_rat,
+            ph_num
+        FROM group_cmpm_count_gongsi_825
+        <where>
+            <if test="dt != null and dt != ''">and dt = #{dt}</if>
+            <if test="groupName != null and groupName != ''">and group_name like concat('%', #{groupName}, '%')</if>
+            <if test=" isBranch == true">and dept_id like concat('%',concat(#{deptId},'%'))</if>
+            <if test=" isOutlet == true">and outlets_id like concat('%',concat(#{deptId},'%'))</if>
+            <if test=" isManager == true">and user_name like concat('%',concat(#{userName},'%'))</if>
+        </where>
+    </select>
+
+    <select id="selectLsCustList" resultType="com.ruoyi.group.domain.entity.GroupCustCountLingshou825">
+        SELECT
+            group_id,
+            cust_name,
+            cust_idc,
+            cust_isn,
+            cur_bal_d,
+            bal_loan,
+            loan_ave,
+            is_sx,
+            is_yx,
+            sx_bal,
+            is_yxht,
+            is_xyk,
+            fshl,
+            is_sd,
+            dian,
+            shui,
+            tax,
+            open_num,
+            dep_bal,
+            fin_bal,
+            is_grhx,
+            is_cfyx,
+            is_yxsbk,
+            is_2to3_sbk,
+            is_ylj_to_sbk,
+            region_code,
+            ops_dept,
+            cust_type,
+            is_365zf,
+            is_180zf,
+            is_90zf,
+            is_30zf,
+            dt,
+            is_hxsd
+        FROM group_cust_count_lingshou_825
+        <where>
+            group_id = #{groupId}
+            <if test="dt != null and dt != ''">and dt = #{dt}</if>
+            <if test="custName != null and custName != ''">and cust_name like concat('%', #{custName}, '%')</if>
+            <if test="custIdc != null and custIdc != ''">and cust_idc like concat('%', #{custIdc}, '%')</if>
+        </where>
+    </select>
+
+    <select id="selectGsCustList" resultType="com.ruoyi.group.domain.entity.GroupCustCountGongsi825">
+        SELECT
+            group_id,
+            cust_name,
+            social_credit_code,
+            cust_isn,
+            hq_cur_balance,
+            bz_cur_balance,
+            is_credit,
+            loan_balance_cny,
+            loan_year_dailyaverage,
+            finance_prod_716_open_flag,
+            finance_prod_716_balance,
+            finance_prod_711_open_flag,
+            finance_prod_711_balance,
+            intl_bussiness_jcbh_open_flag,
+            is_ustr,
+            ustr_count_per_m,
+            ustr_bal_m,
+            eleccharge_sign_flag,
+            watercharge_sign_flag,
+            taxdeduction_sign_flag,
+            pjb,
+            czb,
+            sfb,
+            mrb,
+            szst,
+            is_open_sts,
+            intl_bussiness_open_flag,
+            intl_bussiness_325_open_flag,
+            region_code,
+            ops_dept,
+            cust_type,
+            is_htqy,
+            dept_name,
+            outlets_id,
+            outlets_name,
+            user_name,
+            dept_id,
+            is_365zf,
+            is_180zf,
+            is_90zf,
+            is_30zf,
+            dt,
+            is_ph
+        FROM group_cust_count_gongsi_825
+        <where>
+            group_id = #{groupId}
+            <if test="dt != null and dt != ''">and dt = #{dt}</if>
+            <if test="isBranch == true">and dept_id like concat('%',concat(#{deptId},'%'))</if>
+            <if test="isOutlet == true">and outlets_id like concat('%',concat(#{deptId},'%'))</if>
+            <if test="isManager == true">and user_name like concat('%',concat(#{userName},'%'))</if>
+            <if test="custName != null and custName != ''">and cust_name like concat('%', #{custName}, '%')</if>
+            <if test="socialCreditCode != null and socialCreditCode != ''">and social_credit_code like concat('%', #{socialCreditCode}, '%')</if>
+        </where>
+    </select>
+
+</mapper>

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")
@@ -118,13 +130,4 @@ public class GridCmpmController extends BaseController {
         return AjaxResult.success( gridCmpmCustService.selectCustInfoList (custBaseInfo)) ;
     }
 
-    /**
-     * 根据网格类型获取客户经理列表
-     */
-    @GetMapping("/managerList")
-    @Log(title = "绩效网格-获取客户经理列表")
-    @ApiOperation("获取客户经理列表")
-    public AjaxResult getManagerListByGridType(@RequestParam String gridType) {
-        return AjaxResult.success(gridCmpmService.getManagerListByGridType(gridType));
-    }
 }

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.baomidou.mybatisplus.annotation.TableName;
+import com.alibaba.excel.annotation.ExcelProperty;
 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);
@@ -65,30 +70,21 @@ public interface GridCmpmMapper {
     List<String> selectManagerList();
 
     /**
-     * 根据网格类型和总行ID查询客户经理列表
-     * @param gridType 网格类型（零售retail、对公corporate、对公账户corporate_account）
+     * 全量查询绩效网格客户列表（用于客群管户关系匹配，不按客户经理过滤）
+     * @param gridType 网格类型
      * @param headId 总行ID
-     * @return 客户经理列表（user_name, nick_name）
+     * @return 客户列表（包含管户关系信息）
      */
-    List<Map<String, String>> getManagerListByGridType(@Param("gridType") String gridType, @Param("headId") String headId);
+    List<GridCmpmVO> getAllCustomerListForImport(@Param("gridType") String gridType, @Param("headId") String headId);
 
     /**
-     * 根据网格类型、总行ID和客户经理查询客户列表（分表查询，适用于客群导入）
-     * @param gridType 网格类型
-     * @param userName 客户经理柜员号
+     * 根据客户ID和类型列表查询管户关系（用于动态客群更新管户关系）
+     * @param gridType 网格类型（retail/corporate）
      * @param headId 总行ID
-     * @return 客户列表
+     * @param custInfoList 客户信息列表（包含custId和custType）
+     * @return 客户管户关系列表
      */
-    List<GridCmpmVO> getCustomerListForImport(@Param("gridType") String gridType, @Param("userName") String userName, @Param("headId") String headId);
-
-    /**
-     * 根据网格类型、总行ID和客户经理流式查询客户列表（使用Cursor，适用于大数据量场景）
-     * @param gridType 网格类型
-     * @param userName 客户经理柜员号
-     * @param headId 总行ID
-     * @return 客户列表游标
-     */
-    Cursor<GridCmpmVO> getCustomerListForImportCursor(@Param("gridType") String gridType, @Param("userName") String userName, @Param("headId") String headId);
+    List<GridCmpmVO> getRelationshipsByCustList(@Param("gridType") String gridType, @Param("headId") String headId, @Param("custInfoList") List<Map<String, String>> custInfoList);
 
 
 //    List<CustBaseInfo> selectCustInfoRetailFromGridCmpm(CustBaseInfo custBaseInfo);

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();
-        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
+        applyCustManagerScope(custManagerDTO);
         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();
-        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()));
-        }
+        applyCustManagerScope(custManagerDTO);
         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<>();
@@ -303,25 +382,27 @@ public class GridCmpmService {
     }
 
     /**
-     * 根据网格类型和总行ID查询客户经理列表
-     * @param gridType 网格类型（零售retail、对公corporate、对公账户corporate_account）
-     * @return 客户经理列表
+     * 全量查询绩效网格客户列表（用于客群管户关系匹配，不依赖SecurityUtils）
+     * @param gridType 网格类型
+     * @param headId 总行ID
+     * @return 客户列表（包含管户关系信息）
      */
-    public List<Map<String, String>> getManagerListByGridType(String gridType) {
-        String headId = SecurityUtils.getHeadId();
-        return gridCmpmMapper.getManagerListByGridType(gridType, headId);
+    public List<GridCmpmVO> selectAllForImport(String gridType, String headId) {
+        return gridCmpmMapper.getAllCustomerListForImport(gridType, headId);
     }
 
     /**
-     * 根据参数查询绩效网格客户列表（不依赖SecurityUtils，适用于异步线程）
-     * 所有参数由调用者传入，不在方法内部获取用户上下文
-     * @param gridType 网格类型
-     * @param userName 客户经理柜员号
+     * 根据客户ID列表查询管户关系（用于动态客群更新管户关系）
+     * @param gridType 网格类型（retail/corporate）
      * @param headId 总行ID
-     * @return 客户列表
+     * @param custInfoList 客户信息列表（包含custId和custType）
+     * @return 客户管户关系列表
      */
-    public List<GridCmpmVO> selectManageListForImport(String gridType, String userName, String headId) {
-        return gridCmpmMapper.getCustomerListForImport(gridType, userName, headId);
+    public List<GridCmpmVO> getRelationshipsByCustList(String gridType, String headId, List<Map<String, String>> custInfoList) {
+        if (custInfoList == null || custInfoList.isEmpty()) {
+            return new ArrayList<>();
+        }
+        return gridCmpmMapper.getRelationshipsByCustList(gridType, headId, custInfoList);
     }
 
 }

ibs/src/main/java/com/ruoyi/ibs/draw/mapper/DrawGridCustUserUnbindMapper.java

@@ -4,9 +4,7 @@ import com.baomidou.mybatisplus.core.mapper.BaseMapper;
 import com.ruoyi.ibs.draw.domain.dto.grid.DrawGridCustListDTO;
 import com.ruoyi.ibs.draw.domain.entity.DrawGridCustUserUnbind;
 import com.ruoyi.ibs.draw.domain.vo.DrawGridCustVO;
-import com.ruoyi.ibs.grid.domain.entity.RegionCustUser;
 import org.apache.ibatis.annotations.Mapper;
-import org.apache.ibatis.annotations.Param;
 
 import java.util.List;
 
@@ -19,14 +17,4 @@ public interface DrawGridCustUserUnbindMapper extends BaseMapper<DrawGridCustUse
     List<DrawGridCustVO> getCustList(DrawGridCustListDTO drawGridCustListDTO);
 
     List<DrawGridCustVO> getCustListByManager(DrawGridCustListDTO drawGridCustListDTO);
-
-    /**
-     * 根据绘制网格ID查询所有客户（用于客群导入，拼接headId绕过拦截器）
-     * @param gridId 绘制网格ID
-     * @param headId 总行机构号前三位（用于拼接动态表名）
-     * @return 客户列表
-     */
-    List<RegionCustUser> selectCustByDrawGridId(@Param("gridId") Long gridId, @Param("headId") String headId);
-
-
 }

ibs/src/main/java/com/ruoyi/ibs/draw/mapper/DrawGridShapeRelateMapper.java

@@ -2,11 +2,11 @@ package com.ruoyi.ibs.draw.mapper;
 
 import com.baomidou.mybatisplus.core.mapper.BaseMapper;
 import com.ruoyi.ibs.draw.domain.entity.DrawGridShapeRelate;
+import com.ruoyi.ibs.grid.domain.entity.RegionCustUser;
 import org.apache.ibatis.annotations.Mapper;
 import org.apache.ibatis.annotations.Param;
 
 import java.util.List;
-import java.util.Map;
 
 /**
  * @Author 吴凯程
@@ -23,10 +23,7 @@ public interface DrawGridShapeRelateMapper extends BaseMapper<DrawGridShapeRelat
     List<DrawGridShapeRelate> selectByGridId(@Param("gridId") Long gridId);
 
     /**
-     * 根据网格ID查询所有客户（用于客群导入，直接拼接headId绕过拦截器）
-     * @param gridId 网格ID
-     * @param headId 部门代码（用于拼接动态表名）
-     * @return 客户列表，包含 custId, custName, custType
+     * 根据绘制网格ID查询所有客户（用于客群导入，直接拼接headId绕过拦截器）
      */
-    List<Map<String, Object>> selectCustListByGridId(@Param("gridId") Long gridId, @Param("headId") String headId);
+    List<RegionCustUser> selectCustByDrawGridId(@Param("gridId") Long gridId, @Param("headId") String headId);
 }

ibs/src/main/java/com/ruoyi/ibs/grid/controller/GridCountController.java

@@ -1,56 +1,68 @@
 package com.ruoyi.ibs.grid.controller;
 
-
 import com.github.pagehelper.Page;
 import com.ruoyi.common.annotation.Log;
 import com.ruoyi.common.core.controller.BaseController;
 import com.ruoyi.common.core.page.TableDataPageInfo;
+import com.ruoyi.common.utils.SecurityUtils;
 import com.ruoyi.common.utils.poi.ExcelUtil;
 import com.ruoyi.ibs.grid.domain.entity.GridCmpmCountGongsi;
 import com.ruoyi.ibs.grid.domain.entity.GridCmpmCountLingshou;
-import com.ruoyi.ibs.grid.domain.entity.GridCmpmCountLingshou;
+import com.ruoyi.ibs.grid.domain.entity.GridCmpmCountLingshouNew825;
 import com.ruoyi.ibs.grid.domain.entity.GridCustCountGongsi;
 import com.ruoyi.ibs.grid.domain.entity.GridCustCountLingshou;
+import com.ruoyi.ibs.grid.domain.entity.GridCustCountLingshouNew825;
 import com.ruoyi.ibs.grid.service.GridCountService;
 import io.swagger.annotations.Api;
 import io.swagger.annotations.ApiOperation;
 import org.springframework.beans.factory.annotation.Autowired;
-import org.springframework.web.bind.annotation.*;
+import org.springframework.web.bind.annotation.GetMapping;
+import org.springframework.web.bind.annotation.RequestMapping;
+import org.springframework.web.bind.annotation.RequestParam;
+import org.springframework.web.bind.annotation.RestController;
 
 import javax.servlet.http.HttpServletResponse;
 import java.util.List;
 
-
 @Api(tags = "网格汇总")
 @RestController
 @RequestMapping("/ibs/GridCount/")
 public class GridCountController extends BaseController {
 
     @Autowired
-    GridCountService service;
+    private GridCountService service;
 
     @ApiOperation(value = "查询零售汇总网格列表")
     @GetMapping("LsList")
-    public TableDataPageInfo<GridCmpmCountLingshou> selectLsCountList(String town, String village,String dt) {
+    public TableDataPageInfo<?> selectLsCountList(String town, String village, String dt) {
         Page<Object> page = startPage();
-        List<GridCmpmCountLingshou> list = service.selectLsCountList(town, village,dt);
+        if (isNewRetailTenant()) {
+            List<GridCmpmCountLingshouNew825> list = service.selectLsCountListNew825(town, village, dt);
+            return getDataTable(list, page);
+        }
+        List<GridCmpmCountLingshou> list = service.selectLsCountList(town, village, dt);
         return getDataTable(list, page);
     }
 
     @ApiOperation(value = "查询公司汇总网格列表")
     @GetMapping("GsList")
-    public TableDataPageInfo<GridCmpmCountGongsi> selectGsCountList(String town, String village,String dt) {
+    public TableDataPageInfo<GridCmpmCountGongsi> selectGsCountList(String town, String village, String dt) {
         Page<Object> page = startPage();
-        List<GridCmpmCountGongsi> list = service.selectGsCountList(town, village,dt);
+        List<GridCmpmCountGongsi> list = service.selectGsCountList(town, village, dt);
         return getDataTable(list, page);
     }
 
     @ApiOperation(value = "导出零售汇总网格", produces = "application/octet-stream")
     @GetMapping("exportLs")
-    public void exportLs(HttpServletResponse response, String town, String village,String dt) {
+    public void exportLs(HttpServletResponse response, String town, String village, String dt) {
         try {
+            if (isNewRetailTenant()) {
+                ExcelUtil<GridCmpmCountLingshouNew825> util = new ExcelUtil<>(GridCmpmCountLingshouNew825.class);
+                util.exportExcel(response, service.selectLsCountListNew825(town, village, dt), "零售网格汇总");
+                return;
+            }
             ExcelUtil<GridCmpmCountLingshou> util = new ExcelUtil<>(GridCmpmCountLingshou.class);
-            util.exportExcel(response, service.selectLsCountList(town, village,dt), "零售网格汇总");
+            util.exportExcel(response, service.selectLsCountList(town, village, dt), "零售网格汇总");
         } catch (Exception e) {
             e.printStackTrace();
         }
@@ -59,10 +71,10 @@ public class GridCountController extends BaseController {
     @Log(title = "导出公司汇总网格")
     @ApiOperation(value = "导出公司汇总网格", produces = "application/octet-stream")
     @GetMapping("exportGs")
-    public void exportGs(HttpServletResponse response, String town, String village,String dt) {
+    public void exportGs(HttpServletResponse response, String town, String village, String dt) {
         try {
             ExcelUtil<GridCmpmCountGongsi> util = new ExcelUtil<>(GridCmpmCountGongsi.class);
-            util.exportExcel(response, service.selectGsCountList(town, village,dt), "公司网格汇总");
+            util.exportExcel(response, service.selectGsCountList(town, village, dt), "公司网格汇总");
         } catch (Exception e) {
             e.printStackTrace();
         }
@@ -71,45 +83,55 @@ public class GridCountController extends BaseController {
     @Log(title = "查询零售客户明细")
     @ApiOperation(value = "查询零售客户明细")
     @GetMapping("LsCustList")
-    public TableDataPageInfo<GridCustCountLingshou> selectLsCustList(@RequestParam String regionCode, String custName, String custIdc,String dt) {
+    public TableDataPageInfo<?> selectLsCustList(@RequestParam String regionCode, String custName, String custIdc, String dt) {
         Page<Object> page = startPage();
-        List<GridCustCountLingshou> list = service.selectLsCustList(regionCode, custName, custIdc,dt);
+        if (isNewRetailTenant()) {
+            List<GridCustCountLingshouNew825> list = service.selectLsCustListNew825(regionCode, custName, custIdc, dt);
+            return getDataTable(list, page);
+        }
+        List<GridCustCountLingshou> list = service.selectLsCustList(regionCode, custName, custIdc, dt);
         return getDataTable(list, page);
     }
 
     @Log(title = "查询公司客户明细")
     @ApiOperation(value = "查询公司客户明细")
     @GetMapping("GsCustList")
-    public TableDataPageInfo<GridCustCountGongsi> selectGsCustList(@RequestParam String regionCode, String custName, String socialCreditCode,String dt) {
+    public TableDataPageInfo<GridCustCountGongsi> selectGsCustList(@RequestParam String regionCode, String custName, String socialCreditCode, String dt) {
         Page<Object> page = startPage();
-        List<GridCustCountGongsi> list = service.selectGsCustList(regionCode, custName, socialCreditCode,dt);
+        List<GridCustCountGongsi> list = service.selectGsCustList(regionCode, custName, socialCreditCode, dt);
         return getDataTable(list, page);
     }
 
-
-
     @Log(title = "导出零售客户明细")
     @ApiOperation(value = "导出零售客户明细", produces = "application/octet-stream")
     @GetMapping("exportLsCust")
-    public void exportLsCust(HttpServletResponse response, @RequestParam String regionCode, String custName, String custIdc,String dt) {
+    public void exportLsCust(HttpServletResponse response, @RequestParam String regionCode, String custName, String custIdc, String dt) {
         try {
+            if (isNewRetailTenant()) {
+                ExcelUtil<GridCustCountLingshouNew825> util = new ExcelUtil<>(GridCustCountLingshouNew825.class);
+                util.exportExcel(response, service.selectLsCustListNew825(regionCode, custName, custIdc, dt), "网格客户明细");
+                return;
+            }
             ExcelUtil<GridCustCountLingshou> util = new ExcelUtil<>(GridCustCountLingshou.class);
-            util.exportExcel(response, service.selectLsCustList(regionCode, custName, custIdc,dt), "网格客户明细");
+            util.exportExcel(response, service.selectLsCustList(regionCode, custName, custIdc, dt), "网格客户明细");
         } catch (Exception e) {
             e.printStackTrace();
         }
     }
 
-
     @Log(title = "导出公司客户明细")
     @ApiOperation(value = "导出公司客户明细", produces = "application/octet-stream")
     @GetMapping("exportGsCust")
-    public void exportGsCust(HttpServletResponse response, @RequestParam String regionCode, String custName, String socialCreditCode,String dt) {
+    public void exportGsCust(HttpServletResponse response, @RequestParam String regionCode, String custName, String socialCreditCode, String dt) {
         try {
             ExcelUtil<GridCustCountGongsi> util = new ExcelUtil<>(GridCustCountGongsi.class);
-            util.exportExcel(response, service.selectGsCustList(regionCode, custName, socialCreditCode,dt), "网格客户明细");
+            util.exportExcel(response, service.selectGsCustList(regionCode, custName, socialCreditCode, dt), "网格客户明细");
         } catch (Exception e) {
             e.printStackTrace();
         }
     }
+
+    private boolean isNewRetailTenant() {
+        return SecurityUtils.getDeptId().toString().startsWith("825");
+    }
 }

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

@@ -0,0 +1,115 @@
+package com.ruoyi.ibs.grid.domain.entity;
+
+import com.ruoyi.common.annotation.Excel;
+import lombok.Data;
+
+import java.io.Serializable;
+
+/**
+ * 网格汇总统计_零售825专用对象 grid_cmpm_count_lingshou_new_825
+ */
+@Data
+public class GridCmpmCountLingshouNew825 implements Serializable {
+    private static final long serialVersionUID = 1L;
+
+    @Excel(name = "统计日期")
+    private String dt;
+    @Excel(name = "一级网格名称")
+    private String gridName;
+    @Excel(name = "二级网格名称")
+    private String gridName2;
+    @Excel(name = "县/区")
+    private String county;
+    @Excel(name = "镇/街道")
+    private String town;
+    @Excel(name = "村/社区")
+    private String village;
+    @Excel(name = "归属支行机构号")
+    private String deptId;
+    @Excel(name = "归属支行名称")
+    private String deptName;
+    @Excel(name = "归属网点机构号")
+    private String outletsId;
+    @Excel(name = "归属网点名称")
+    private String outletsName;
+    @Excel(name = "归属客户经理")
+    private String userName;
+    @Excel(name = "入格客户数")
+    private Integer custNum;
+    @Excel(name = "近365天已走访人数")
+    private String zf365cnt;
+    @Excel(name = "近180天已走访人数")
+    private String zf180cnt;
+    @Excel(name = "近90天已走访人数")
+    private String zf90cnt;
+    @Excel(name = "近30天已走访人数")
+    private String zf30cnt;
+    @Excel(name = "近365天走访率")
+    private String zf365rt;
+    @Excel(name = "近180天走访率")
+    private String zf180rt;
+    @Excel(name = "近90天走访率")
+    private String zf90rt;
+    @Excel(name = "近30天走访率")
+    private String zf30rt;
+    @Excel(name = "活期存款余额（元）")
+    private String curBalD;
+    @Excel(name = "授信率（%）")
+    private String sxRat;
+    @Excel(name = "用信覆盖率")
+    private String yxRat;
+    @Excel(name = "授信户数")
+    private Integer sxNum;
+    @Excel(name = "用信户数")
+    private Integer yxNum;
+    @Excel(name = "授信金额（合同）")
+    private String sxBal;
+    @Excel(name = "贷款余额（元）")
+    private String balLoan;
+    @Excel(name = "贷款年日均（元）")
+    private String loanAve;
+    @Excel(name = "合同签约率（%）")
+    private String yxhtRat;
+    @Excel(name = "代扣电费覆盖率（%）")
+    private String dianRat;
+    @Excel(name = "代扣水费率（%）")
+    private String shuiRat;
+    @Excel(name = "代扣税费率（%）")
+    private String taxRat;
+    @Excel(name = "开户率（%）")
+    private String openRat;
+    @Excel(name = "合同签约客户数")
+    private Integer yxhtNum;
+    @Excel(name = "代扣电费客户数")
+    private Integer dianNum;
+    @Excel(name = "代扣水费客户数")
+    private Integer shuiNum;
+    @Excel(name = "代扣税费数")
+    private Integer taxNum;
+    @Excel(name = "开户数")
+    private Integer openNum;
+    @Excel(name = "存款余额（元）")
+    private String depBal;
+    @Excel(name = "财富余额（元）")
+    private String finBal;
+    @Excel(name = "个人核心客户数")
+    private Integer grhxNum;
+    @Excel(name = "财富有效客户数")
+    private Integer cfyxNum;
+    @Excel(name = "有效信用卡数")
+    private Integer yxxykNum;
+    @Excel(name = "有效社保卡户数")
+    private Integer yxsbkNum;
+    @Excel(name = "有效社保卡新增")
+    private Integer twoTo3SbkNum;
+    @Excel(name = "养老金迁移至社保卡户数")
+    private Integer yljToSbkNum;
+    @Excel(name = "丰收互联客户数")
+    private Integer fshlNum;
+    @Excel(name = "有效收单商户")
+    private Integer yxsdNum;
+    @Excel(name = "核心收单户数")
+    private Integer hxsdNum;
+    private String regionCode;
+    private String opsDept;
+}

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

@@ -0,0 +1,77 @@
+package com.ruoyi.ibs.grid.domain.entity;
+
+import com.ruoyi.common.annotation.Excel;
+import lombok.Data;
+
+import java.io.Serializable;
+
+/**
+ * 客户明细统计_零售825专用对象 grid_cust_count_lingshou_new_825
+ */
+@Data
+public class GridCustCountLingshouNew825 implements Serializable {
+    private static final long serialVersionUID = 1L;
+
+    @Excel(name = "客户名称")
+    private String custName;
+    @Excel(name = "客户证件号")
+    private String custIdc;
+    @Excel(name = "客户内码")
+    private String custIsn;
+    @Excel(name = "活期存款余额")
+    private String curBalD;
+    @Excel(name = "贷款余额")
+    private String balLoan;
+    @Excel(name = "贷款年日均")
+    private String loanAve;
+    @Excel(name = "是否授信")
+    private String isSx;
+    @Excel(name = "是否用信")
+    private String isYx;
+    @Excel(name = "授信金额")
+    private String sxBal;
+    @Excel(name = "是否合同签约")
+    private String isYxht;
+    @Excel(name = "是否持有信用卡")
+    private String isXyk;
+    @Excel(name = "是否开通丰收互联")
+    private String fshl;
+    @Excel(name = "是否办理收单")
+    private String isSd;
+    @Excel(name = "是否代扣电费")
+    private String dian;
+    @Excel(name = "是否代扣水费")
+    private String shui;
+    @Excel(name = "是否代扣税费")
+    private String tax;
+    @Excel(name = "开户数")
+    private String openNum;
+    @Excel(name = "存款余额")
+    private String depBal;
+    @Excel(name = "财富余额")
+    private String finBal;
+    @Excel(name = "是否个人核心客户")
+    private String isGrhx;
+    @Excel(name = "是否财富有效客户")
+    private String isCfyx;
+    @Excel(name = "是否有效社保卡客户")
+    private String isYxsbk;
+    @Excel(name = "是否有效社保卡新增")
+    private String is2to3Sbk;
+    @Excel(name = "是否养老金迁移至社保卡")
+    private String isYljToSbk;
+    @Excel(name = "是否核心收单")
+    private String isHxsd;
+    private String regionCode;
+    private String opsDept;
+    private String custType;
+    @Excel(name = "近365天有无走访")
+    private String is365zf;
+    @Excel(name = "近180天有无走访")
+    private String is180zf;
+    @Excel(name = "近90天有无走访")
+    private String is90zf;
+    @Excel(name = "近30天有无走访")
+    private String is30zf;
+    private String dt;
+}

ibs/src/main/java/com/ruoyi/ibs/grid/mapper/GridCountMapper.java

@@ -2,8 +2,10 @@ package com.ruoyi.ibs.grid.mapper;
 
 import com.ruoyi.ibs.grid.domain.entity.GridCmpmCountGongsi;
 import com.ruoyi.ibs.grid.domain.entity.GridCmpmCountLingshou;
+import com.ruoyi.ibs.grid.domain.entity.GridCmpmCountLingshouNew825;
 import com.ruoyi.ibs.grid.domain.entity.GridCustCountGongsi;
 import com.ruoyi.ibs.grid.domain.entity.GridCustCountLingshou;
+import com.ruoyi.ibs.grid.domain.entity.GridCustCountLingshouNew825;
 import org.apache.ibatis.annotations.Mapper;
 
 import java.util.HashMap;
@@ -12,10 +14,12 @@ import java.util.List;
 @Mapper
 public interface GridCountMapper {
     List<GridCmpmCountLingshou> selectLsCountList(HashMap<String, Object> paramMap);
+    List<GridCmpmCountLingshouNew825> selectLsCountListNew825(HashMap<String, Object> paramMap);
 
     List<GridCmpmCountGongsi> selectGsCountList(HashMap<String, Object> paramMap);
 
     List<GridCustCountLingshou> selectLsCustList(HashMap<String, Object> paramMap);
+    List<GridCustCountLingshouNew825> selectLsCustListNew825(HashMap<String, Object> paramMap);
 
     List<GridCustCountGongsi> selectGsCustList(HashMap<String, Object> paramMap);
 }

ibs/src/main/java/com/ruoyi/ibs/grid/service/GridCountService.java

@@ -2,18 +2,22 @@ package com.ruoyi.ibs.grid.service;
 
 import com.ruoyi.ibs.grid.domain.entity.GridCmpmCountGongsi;
 import com.ruoyi.ibs.grid.domain.entity.GridCmpmCountLingshou;
+import com.ruoyi.ibs.grid.domain.entity.GridCmpmCountLingshouNew825;
 import com.ruoyi.ibs.grid.domain.entity.GridCustCountGongsi;
 import com.ruoyi.ibs.grid.domain.entity.GridCustCountLingshou;
+import com.ruoyi.ibs.grid.domain.entity.GridCustCountLingshouNew825;
 
 import java.util.List;
 
 
 public interface GridCountService {
     List<GridCmpmCountLingshou> selectLsCountList(String town,String village,String dt);
+    List<GridCmpmCountLingshouNew825> selectLsCountListNew825(String town, String village, String dt);
 
     List<GridCmpmCountGongsi> selectGsCountList(String town, String village,String dt);
 
     List<GridCustCountLingshou> selectLsCustList(String regionCode, String custName, String custIdc,String dt);
+    List<GridCustCountLingshouNew825> selectLsCustListNew825(String regionCode, String custName, String custIdc, String dt);
 
     List<GridCustCountGongsi> selectGsCustList(String regionCode, String custName, String socialCreditCode,String dt);
 }

ibs/src/main/java/com/ruoyi/ibs/grid/service/impl/GridCountServiceimpl.java

@@ -3,8 +3,10 @@ package com.ruoyi.ibs.grid.service.impl;
 import com.ruoyi.common.utils.SecurityUtils;
 import com.ruoyi.ibs.grid.domain.entity.GridCmpmCountGongsi;
 import com.ruoyi.ibs.grid.domain.entity.GridCmpmCountLingshou;
+import com.ruoyi.ibs.grid.domain.entity.GridCmpmCountLingshouNew825;
 import com.ruoyi.ibs.grid.domain.entity.GridCustCountGongsi;
 import com.ruoyi.ibs.grid.domain.entity.GridCustCountLingshou;
+import com.ruoyi.ibs.grid.domain.entity.GridCustCountLingshouNew825;
 import com.ruoyi.ibs.grid.mapper.GridCountMapper;
 import com.ruoyi.ibs.grid.service.GridCountService;
 import org.springframework.beans.factory.annotation.Autowired;
@@ -21,6 +23,15 @@ public class GridCountServiceimpl implements GridCountService {
 
     @Override
     public List<GridCmpmCountLingshou> selectLsCountList(String town,String village,String dt) {
+        return mapper.selectLsCountList(buildLsCountParams(town, village, dt));
+    }
+
+    @Override
+    public List<GridCmpmCountLingshouNew825> selectLsCountListNew825(String town, String village, String dt) {
+        return mapper.selectLsCountListNew825(buildLsCountParams(town, village, dt));
+    }
+
+    private HashMap<String, Object> buildLsCountParams(String town, String village, String dt) {
         HashMap<String, Object> paramMap = new HashMap<>();
         if(SecurityUtils.userRole().equals("branch")){
             paramMap.put("isBranch",true);
@@ -36,7 +47,7 @@ public class GridCountServiceimpl implements GridCountService {
         paramMap.put("town",town);
         paramMap.put("village",village);
         paramMap.put("dt",dt);
-        return mapper.selectLsCountList(paramMap);
+        return paramMap;
     }
 
     @Override
@@ -65,6 +76,15 @@ public class GridCountServiceimpl implements GridCountService {
 
     @Override
     public List<GridCustCountLingshou> selectLsCustList(String regionCode, String custName, String custIdc,String dt) {
+        return mapper.selectLsCustList(buildLsCustParams(regionCode, custName, custIdc, dt));
+    }
+
+    @Override
+    public List<GridCustCountLingshouNew825> selectLsCustListNew825(String regionCode, String custName, String custIdc, String dt) {
+        return mapper.selectLsCustListNew825(buildLsCustParams(regionCode, custName, custIdc, dt));
+    }
+
+    private HashMap<String, Object> buildLsCustParams(String regionCode, String custName, String custIdc, String dt) {
         HashMap<String, Object> paramMap = new HashMap<>();
         paramMap.put("deptId",SecurityUtils.getDeptId());
         paramMap.put("userName",SecurityUtils.getUsername());
@@ -72,7 +92,7 @@ public class GridCountServiceimpl implements GridCountService {
         paramMap.put("custName",custName);
         paramMap.put("custIdc",custIdc);
         paramMap.put("dt",dt);
-        return mapper.selectLsCustList(paramMap);
+        return paramMap;
     }
 
     @Override

ibs/src/main/java/com/ruoyi/ibs/list/controller/SysCampaignController.java

@@ -312,6 +312,13 @@ public class SysCampaignController extends BaseController {
                 .stream().collect(HashMap::new, (m, v) -> m.put(v.getUuid(),v.getModelName()), HashMap::putAll)));
     }
 
+    @PostMapping("/updateVisitInfoFeedback")
+    @ApiOperation("更新PAD走访反馈")
+    @Log(title ="pad走访记录-更新走访反馈", businessType = BusinessType.UPDATE)
+    public AjaxResult updateVisitInfoFeedback(@RequestBody VisitInfoFeedbackUpdateDTO updateDTO) {
+        return toAjax(sysCampaignService.updateVisitInfoFeedback(updateDTO));
+    }
+
     @PostMapping("/delete")
     @ApiOperation("根据campaignId删除任务")
     @Log(title = "走访-根据campaignId删除任务")

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

@@ -0,0 +1,19 @@
+package com.ruoyi.ibs.list.domain;
+
+import io.swagger.annotations.ApiModelProperty;
+import lombok.Data;
+
+import java.io.Serializable;
+import java.util.List;
+
+@Data
+public class VisitFeedbackItemDTO implements Serializable {
+
+    private static final long serialVersionUID = 1L;
+
+    @ApiModelProperty(value = "反馈类型")
+    private String feedbackType;
+
+    @ApiModelProperty(value = "反馈产品列表")
+    private List<String> products;
+}

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

@@ -117,4 +117,40 @@ public class VisitInfo {
     @ApiModelProperty(value = "走访备注")
     private String remark;
 
+    @ApiModelProperty(value = "互动地址")
+    private String interAddr;
+
+    @ApiModelProperty(value = "协同员工名称")
+    private String colStafName;
+
+    @ApiModelProperty(value = "后续备注")
+    private String laterNote;
+
+    @ApiModelProperty(value = "意向产品值")
+    private String intentionProductValue;
+
+    @ApiModelProperty(value = "反馈状态")
+    private String feedbackStatus;
+
+    @ApiModelProperty(value = "走访来源")
+    private String sourceOfInterview;
+
+    @ApiModelProperty(value = "文件名")
+    private String filename;
+
+    @ApiModelProperty(value = "外呼状态")
+    private String outCallStatus;
+
+    @ApiModelProperty(value = "外呼意向")
+    private String outCallIntention;
+
+    @ApiModelProperty(value = "来源")
+    private String source;
+
+    @ApiModelProperty(value = "分析值")
+    private String analysisValue;
+
+    @ApiModelProperty(value = "设备")
+    private String facility;
+
 }

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

@@ -13,6 +13,10 @@ public class VisitInfoDTO {
     @ApiModelProperty(value = "柜员名称")
     private String visName;
 
+    /** 柜员号 */
+    @ApiModelProperty(value = "柜员号")
+    private String visId;
+
     /** 走访时间 */
     @ApiModelProperty(value = "走访时间")
     private String visTime;
@@ -29,6 +33,10 @@ public class VisitInfoDTO {
     @ApiModelProperty(value = "客户类型 0个人，1商户，2企业")
     private String custType;
 
+    /** 活动ID */
+    @ApiModelProperty(value = "活动ID")
+    private String campaignId;
+
     /** 异常走访标签（筛选是否异常） */
     @ApiModelProperty(value = "异常走访标签 0正常 1走访频率异常 2走访持续时长异常 3签退时间异常")
     private String abnormalVisitTag;

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

@@ -0,0 +1,34 @@
+package com.ruoyi.ibs.list.domain;
+
+import io.swagger.annotations.ApiModelProperty;
+import lombok.Data;
+
+import java.io.Serializable;
+import java.util.List;
+
+@Data
+public class VisitInfoFeedbackUpdateDTO implements Serializable {
+
+    private static final long serialVersionUID = 1L;
+
+    @ApiModelProperty(value = "走访记录ID")
+    private Long id;
+
+    @ApiModelProperty(value = "走访渠道")
+    private String source;
+
+    @ApiModelProperty(value = "走访备注")
+    private String remark;
+
+    @ApiModelProperty(value = "客户意愿结构化数据")
+    private List<VisitFeedbackItemDTO> feedbackItems;
+
+    @ApiModelProperty(value = "客户意愿拼接值")
+    private String intentionProductValue;
+
+    private String userName;
+
+    private String userRole;
+
+    private String deptId;
+}

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

@@ -128,4 +128,40 @@ public class VisitInfoVO {
     @ApiModelProperty(value = "走访结果")
     private String interRes;
 
+    @ApiModelProperty(value = "实地拜访地址")
+    private String interAddr;
+
+    @ApiModelProperty(value = "协同走访客户经理")
+    private String colStafName;
+
+    @ApiModelProperty(value = "事后备注")
+    private String laterNote;
+
+    @ApiModelProperty(value = "走访反馈")
+    private String intentionProductValue;
+
+    @ApiModelProperty(value = "反馈状态")
+    private String feedbackStatus;
+
+    @ApiModelProperty(value = "走访来源")
+    private String sourceOfInterview;
+
+    @ApiModelProperty(value = "批量导入文件名")
+    private String filename;
+
+    @ApiModelProperty(value = "外呼状态")
+    private String outCallStatus;
+
+    @ApiModelProperty(value = "客户意愿")
+    private String outCallIntention;
+
+    @ApiModelProperty(value = "走访来源：1null：pad 2：企业微信 3：pc")
+    private String source;
+
+    @ApiModelProperty(value = "nlp模型提取")
+    private String analysisValue;
+
+    @ApiModelProperty(value = "预授信额度")
+    private String facility;
+
 }

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

@@ -156,6 +156,10 @@ public interface SysCampaignMapper extends BaseMapper<SysCampaign> {
 
     List<VisitInfoVO> selectVisitInfoList(VisitInfoDTO visitInfoDTO);
 
+    List<VisitInfoVO> selectVisitInfoList875(VisitInfoDTO visitInfoDTO);
+
+    int updateVisitInfoFeedback(VisitInfoFeedbackUpdateDTO updateDTO);
+
     @Update("UPDATE sys_campaign SET del_flag = '2' where campaign_id = #{campaignId}")
     int deleteSysCampaignByCampaignId(@Param("campaignId") String campaignId);
 

ibs/src/main/java/com/ruoyi/ibs/list/service/ISysCampaignService.java

@@ -115,5 +115,7 @@ public interface ISysCampaignService {
 
     public List<VisitInfoVO> selectVisitInfoVoList(VisitInfoDTO visitInfoDTO);
 
+    int updateVisitInfoFeedback(VisitInfoFeedbackUpdateDTO updateDTO);
+
     public int deleteSysCampaign(String campaignId);
 }

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

@@ -2175,9 +2175,31 @@ public class SysCampaignServiceImpl implements ISysCampaignService
         visitInfoDTO.setUserName(SecurityUtils.getUsername());
         visitInfoDTO.setUserRole(SecurityUtils.userRole());
         visitInfoDTO.setDeptId(String.valueOf(SecurityUtils.getDeptId()));
+        if ("875".equals(SecurityUtils.getHeadId())) {
+            return sysCampaignMapper.selectVisitInfoList875(visitInfoDTO);
+        }
         return sysCampaignMapper.selectVisitInfoList(visitInfoDTO);
     }
 
+    @Override
+    public int updateVisitInfoFeedback(VisitInfoFeedbackUpdateDTO updateDTO) {
+        if (updateDTO == null || updateDTO.getId() == null) {
+            throw new ServiceException("走访记录ID不能为空");
+        }
+        String deptId = String.valueOf(SecurityUtils.getDeptId());
+        if (!deptId.startsWith("875")) {
+            throw new ServiceException("当前机构无权维护PAD走访反馈");
+        }
+        updateDTO.setUserName(SecurityUtils.getUsername());
+        updateDTO.setUserRole(SecurityUtils.userRole());
+        updateDTO.setDeptId(deptId);
+        updateDTO.setSource(StringUtils.trimToNull(updateDTO.getSource()));
+        updateDTO.setRemark(StringUtils.trimToNull(updateDTO.getRemark()));
+        updateDTO.setIntentionProductValue(buildIntentionProductValue(updateDTO.getFeedbackItems()));
+        int rows = sysCampaignMapper.updateVisitInfoFeedback(updateDTO);
+        return rows;
+    }
+
     @Override
     public int deleteSysCampaign(String campaignId) {
         SysCampaign sysCampaign = sysCampaignMapper.selectSysCampaignByCampaignId(campaignId);
@@ -2186,4 +2208,28 @@ public class SysCampaignServiceImpl implements ISysCampaignService
         }
         return sysCampaignMapper.deleteSysCampaignByCampaignId(campaignId);
     }
+    private String buildIntentionProductValue(List<VisitFeedbackItemDTO> feedbackItems) {
+        if (feedbackItems == null || feedbackItems.isEmpty()) {
+            return null;
+        }
+        String joinedValue = feedbackItems.stream()
+                .filter(Objects::nonNull)
+                .map(item -> {
+                    String feedbackType = StringUtils.trimToNull(item.getFeedbackType());
+                    List<String> products = Optional.ofNullable(item.getProducts())
+                            .orElse(Collections.emptyList())
+                            .stream()
+                            .map(StringUtils::trimToNull)
+                            .filter(Objects::nonNull)
+                            .distinct()
+                            .collect(Collectors.toList());
+                    if (feedbackType == null || products.isEmpty()) {
+                        return null;
+                    }
+                    return feedbackType + ":" + String.join(",", products);
+                })
+                .filter(Objects::nonNull)
+                .collect(Collectors.joining(";"));
+        return StringUtils.trimToNull(joinedValue);
+    }
 }

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) {
-        List<AlterVO> alterVOS = workRecordMapper.selectAllAlterList(String.valueOf(SecurityUtils.getDeptId()), SecurityUtils.userRole(), status, alterType, SecurityUtils.getUsername());
-        // 将 userName 和 nickName 以 "userName-nickName" 的方式拼接后设置到 custInfo 字段
-        if (alterVOS != null && !alterVOS.isEmpty()) {
-            alterVOS.forEach(alterVO -> {
-                String userName = alterVO.getUserName();
-                String nickName = alterVO.getNickName();
-                if (userName != null && nickName != null) {
-                    alterVO.setUserInfo(nickName + "-" + userName);
-                } else if (userName != null) {
-                    alterVO.setUserInfo(userName);
-                } else if (nickName != null) {
-                    alterVO.setUserInfo(nickName);
-                } else {
-                    alterVO.setUserInfo("");
-                }
-            });
-        }
+    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(),
+                forwardFlag
+        );
+        fillAlterExtFields(alterVOS);
         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
-        from work_record
+        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.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
-            and user_name= #{username}
+            wr.is_alter = 1
+            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 == 'branch'"> (su.dept_id = #{deptId} or find_in_set(#{deptId},d.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 == 'public'"> (left(su.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 == 'head'"> left(su.dept_id,3) = left(#{deptId},3) </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)) 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) 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) 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) 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) 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 == 'branch'"> (su.dept_id = #{deptId} or find_in_set(#{deptId},d.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 == 'public'"> (left(su.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 == 'head'"> left(su.dept_id,3) = left(#{deptId},3) </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)) 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) 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) 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) 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) 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
@@ -505,26 +535,20 @@
         where manager_id is not null
     </select>
 
-    <!-- 根据网格类型和总行ID查询客户经理列表 -->
-    <select id="getManagerListByGridType" resultType="java.util.HashMap">
-        select distinct user_name as userName, nick_name as nickName
+    <!-- 全量查询绩效网格客户列表（用于客群管户关系匹配，不按客户经理过滤）-->
+    <select id="getAllCustomerListForImport" resultType="GridCmpmVO">
+        select cust_id, cust_type, user_name, nick_name, outlet_id, outlet_name, branch_id, branch_name
         from grid_cmpm_${gridType}_${headId}
-        where user_name is not null
-        order by user_name
     </select>
 
-    <!-- 根据网格类型、总行ID和客户经理查询客户列表（分表查询，适用于客群导入）-->
-    <select id="getCustomerListForImport" resultType="GridCmpmVO">
-        select cust_id, cust_name, cust_type, cust_idc, usci
+    <!-- 根据客户ID列表查询管户关系（用于动态客群更新管户关系）-->
+    <select id="getRelationshipsByCustList" resultType="GridCmpmVO">
+        select cust_id, cust_type, user_name, nick_name, outlet_id, outlet_name, branch_id, branch_name
         from grid_cmpm_${gridType}_${headId}
-        where user_name = #{userName}
+        where
+        <foreach item="custInfo" collection="custInfoList" separator=" or " open="(" close=")">
+            (cust_id = #{custInfo.custId} and cust_type = #{custInfo.custType})
+        </foreach>
     </select>
 
-    <!-- 根据网格类型、总行ID和客户经理流式查询客户列表（使用Cursor，适用于大数据量场景）-->
-    <select id="getCustomerListForImportCursor" resultType="GridCmpmVO" fetchSize="1000">
-        select cust_id, cust_name, cust_type, cust_idc, usci
-        from grid_cmpm_${gridType}_${headId}
-        where user_name = #{userName}
-    </select>
-
-</mapper>
+</mapper>

ibs/src/main/resources/mapper/draw/DrawGridCustMapper.xml

@@ -56,16 +56,4 @@
         <if test="custType != null  and custType != ''">AND b.cust_type = #{custType}</if>
     </select>
 
-    <!-- 根据绘制网格ID查询所有客户（用于客群导入，直接拼接headId绕过拦截器） -->
-    <select id="selectCustByDrawGridId" resultType="com.ruoyi.ibs.grid.domain.entity.RegionCustUser">
-        SELECT DISTINCT
-            sc.cust_id,
-            sc.cust_name,
-            sc.cust_type
-        FROM grid_draw_shape_relate sr
-        INNER JOIN draw_shape_cust_${headId} sc ON sc.shape_id = sr.shape_id
-        WHERE sr.grid_id = #{gridId}
-          AND sr.delete_flag = '0'
-    </select>
-
-</mapper>
+</mapper>

ibs/src/main/resources/mapper/draw/DrawGridShapeRelateMapper.xml

@@ -0,0 +1,25 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<!DOCTYPE mapper
+        PUBLIC "-//mybatis.org//DTD Mapper 3.0//EN"
+        "http://mybatis.org/dtd/mybatis-3-mapper.dtd">
+<mapper namespace="com.ruoyi.ibs.draw.mapper.DrawGridShapeRelateMapper">
+
+    <select id="selectByGridId" resultType="com.ruoyi.ibs.draw.domain.entity.DrawGridShapeRelate">
+        SELECT *
+        FROM grid_draw_shape_relate
+        WHERE grid_id = #{gridId}
+          AND delete_flag = '0'
+    </select>
+
+    <select id="selectCustByDrawGridId" resultType="com.ruoyi.ibs.grid.domain.entity.RegionCustUser">
+        SELECT DISTINCT
+            sc.cust_id,
+            sc.cust_name,
+            sc.cust_type
+        FROM grid_draw_shape_relate sr
+        INNER JOIN draw_shape_cust_${headId} sc ON sc.shape_id = sr.shape_id
+        WHERE sr.grid_id = #{gridId}
+          AND sr.delete_flag = '0'
+    </select>
+
+</mapper>

ibs/src/main/resources/mapper/grid/GridCountMapper.xml

@@ -21,6 +21,24 @@
         </where>
     </select>
 
+    <select id="selectLsCountListNew825" resultType="com.ruoyi.ibs.grid.domain.entity.GridCmpmCountLingshouNew825">
+        SELECT dt, grid_name, grid_name2, county, town, village, dept_id, dept_name, outlets_id, outlets_name,
+               user_name, cust_num, zf_365cnt, zf_180cnt, zf_90cnt, zf_30cnt, zf_365rt, zf_180rt, zf_90rt,
+               zf_30rt, cur_bal_d, sx_rat, yx_rat, sx_num, yx_num, sx_bal, bal_loan, loan_ave, yxht_rat, dian_rat,
+               shui_rat, tax_rat, open_rat, yxht_num, dian_num, shui_num, tax_num, open_num, dep_bal, fin_bal,
+               grhx_num, cfyx_num, yxxyk_num, yxsbk_num, `2to3_sbk_num` as twoTo3SbkNum, ylj_to_sbk_num,
+               fshl_num, yxsd_num, hxsd_num, region_code, ops_dept
+        FROM grid_cmpm_count_lingshou_new_825
+        <where>
+            <if test=" dt != null  and dt != ''">and dt = #{dt}</if>
+            <if test=" town != null  and town != ''">and town like concat('%',concat(#{town},'%'))</if>
+            <if test=" village != null  and village != ''">and village like concat('%',concat(#{village},'%'))</if>
+            <if test=" isBranch == true">and dept_id like concat('%',concat(#{deptId},'%'))</if>
+            <if test=" isOutlet == true">and outlets_id like concat('%',concat(#{deptId},'%'))</if>
+            <if test=" isManager == true">and user_name like concat('%',concat(#{userName},'%'))</if>
+        </where>
+    </select>
+
     <select id="selectGsCountList" resultType="com.ruoyi.ibs.grid.domain.entity.GridCmpmCountGongsi">
         SELECT dt, grid_name, grid_name2, town, dept_id,dept_name, outlets_id,outlets_name, user_name,
         cust_num, hq_cur_balance, bz_cur_balance, loan_balance_cny, finance_prod_711_balance,ustr_count_per_m,ustr_bal_m,
@@ -59,6 +77,47 @@
         <if test=" custIdc != null  and custIdc != ''">and cust_idc like concat('%',concat(#{custIdc},'%'))</if>
     </select>
 
+    <select id="selectLsCustListNew825" resultType="com.ruoyi.ibs.grid.domain.entity.GridCustCountLingshouNew825">
+        SELECT cust_name,
+               cust_idc,
+               cust_isn,
+               cur_bal_d,
+               bal_loan,
+               loan_ave,
+               is_sx,
+               is_yx,
+               sx_bal,
+               is_yxht,
+               is_xyk,
+               fshl,
+               is_sd,
+               dian,
+               shui,
+               tax,
+               open_num,
+               dep_bal,
+               fin_bal,
+               is_grhx,
+               is_cfyx,
+               is_yxsbk,
+               is_2to3_sbk,
+               is_ylj_to_sbk,
+               is_hxsd,
+               region_code,
+               ops_dept,
+               cust_type,
+               is_365zf,
+               is_180zf,
+               is_90zf,
+               is_30zf,
+               dt
+        FROM grid_cust_count_lingshou_new_825
+        where region_code = #{regionCode}
+        <if test=" dt != null  and dt != ''">and dt = #{dt}</if>
+        <if test=" custName != null  and custName != ''">and cust_name like concat('%',concat(#{custName},'%'))</if>
+        <if test=" custIdc != null  and custIdc != ''">and cust_idc like concat('%',concat(#{custIdc},'%'))</if>
+    </select>
+
 
     <select id="selectGsCustList" resultType="com.ruoyi.ibs.grid.domain.entity.GridCustCountGongsi">
         SELECT cust_name, social_credit_code, cust_isn, hq_cur_balance, bz_cur_balance, is_credit,
@@ -77,4 +136,4 @@
         <if test=" socialCreditCode != null  and socialCreditCode != ''">and social_credit_code like concat('%',concat(#{socialCreditCode},'%'))</if>
     </select>
 
-</mapper>
+</mapper>

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

@@ -239,17 +239,20 @@ PUBLIC "-//mybatis.org//DTD Mapper 3.0//EN"
         case when   left(vc.campaign_id,7)='appoint' then  '-1'  else     sc.create_role end as create_role ,
 
         case
-        when dep2.dept_type = 'head' then dep.dept_id
-        else dep2.dept_id
+        when hist_branch_dep.dept_id is not null then hist_branch_dep.dept_id
+        when current_branch_dep.dept_type = 'head' or current_branch_dep.dept_type is null then current_outlet_dep.dept_id
+        else current_branch_dep.dept_id
         end as dept_id,
         case
-        when dep2.dept_type = 'head' then ''
-        else dep.dept_name
+        when hist_branch_dep.dept_id is not null then ifnull(hist_outlet_dep.dept_name, '')
+        when current_branch_dep.dept_type = 'head' or current_branch_dep.dept_type is null then ''
+        else current_outlet_dep.dept_name
         end as outlets,
 
         case
-        when dep2.dept_type = 'head' then dep.dept_name
-        else dep2.dept_name
+        when hist_branch_dep.dept_id is not null then hist_branch_dep.dept_name
+        when current_branch_dep.dept_type = 'head' or current_branch_dep.dept_type is null then current_outlet_dep.dept_name
+        else current_branch_dep.dept_name
         end as dept_name,
 
         concat( su.nick_name, '-', su.user_name ) as nick_name,
@@ -261,25 +264,48 @@ PUBLIC "-//mybatis.org//DTD Mapper 3.0//EN"
         visit_campaign_count vc left join sys_campaign sc on
         vc.campaign_id = sc.campaign_id left join sys_user su on
         vc.dept_id = su.user_name
-        left join sys_dept dep on su.dept_id = dep.dept_id
-        left join sys_dept dep2 on dep.parent_id = dep2.dept_id
+        left join (
+        select campaign_id, user_id, max(dept_id) as dept_id, max(outlets_id) as outlets_id
+        from sys_campaign_group_customer
+        where user_id is not null
+        group by campaign_id, user_id
+        ) scgc_his on scgc_his.campaign_id = vc.campaign_id and scgc_his.user_id = su.user_id
+        left join sys_dept hist_branch_dep on scgc_his.dept_id = hist_branch_dep.dept_id
+        left join sys_dept hist_outlet_dep on scgc_his.outlets_id = hist_outlet_dep.dept_id
+        left join sys_dept current_outlet_dep on su.dept_id = current_outlet_dep.dept_id
+        left join sys_dept current_branch_dep on current_outlet_dep.parent_id = current_branch_dep.dept_id
         where
         vc.dept_type = '3'
         <if test="campaignId != null  and campaignId != ''"> and vc.campaign_id = #{campaignId}</if>
         <if test="campaignName != null  and campaignName != ''"> AND sc.campaign_name like concat('%', #{campaignName}, '%')</if>
         <choose>
             <when test="outletsId != null">
-                AND (dep.dept_id = #{outletsId} OR dep2.dept_id = #{outletsId})
+                AND ifnull(
+                scgc_his.outlets_id,
+                case
+                when current_branch_dep.dept_type = 'head' or current_branch_dep.dept_type is null then null
+                else current_outlet_dep.dept_id
+                end
+                ) = #{outletsId}
             </when>
             <otherwise>
-                <if test="deptId != null and personType == 'branch' and deptId.toString().endsWith('000')">
-                    AND dep.dept_id = #{deptId}
-                </if>
                 <if test="deptId != null and personType == 'branch'">
-                    AND (dep.dept_id = #{deptId} OR dep2.dept_id = #{deptId})
+                    AND ifnull(
+                    scgc_his.dept_id,
+                    case
+                    when current_branch_dep.dept_type = 'head' or current_branch_dep.dept_type is null then current_outlet_dep.dept_id
+                    else current_branch_dep.dept_id
+                    end
+                    ) = #{deptId}
                 </if>
                 <if test="deptId != null and personType == 'outlet'">
-                    AND (dep.dept_id = #{deptId})
+                    AND ifnull(
+                    scgc_his.outlets_id,
+                    case
+                    when current_branch_dep.dept_type = 'head' or current_branch_dep.dept_type is null then null
+                    else current_outlet_dep.dept_id
+                    end
+                    ) = #{deptId}
                 </if>
             </otherwise>
         </choose>
@@ -370,4 +396,4 @@ PUBLIC "-//mybatis.org//DTD Mapper 3.0//EN"
             #{dt}
         </foreach>
     </delete>
-</mapper>
+</mapper>

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

@@ -127,6 +127,18 @@
         <result property="remark"    column="remark"    />
         <result property="custType"    column="cust_type"    />
         <result property="deptName"    column="dept_name"    />
+        <result property="interAddr"    column="inter_addr"    />
+        <result property="colStafName"    column="col_staf_name"    />
+        <result property="laterNote"    column="later_note"    />
+        <result property="intentionProductValue"    column="intention_product_value"    />
+        <result property="feedbackStatus"    column="feedback_status"    />
+        <result property="sourceOfInterview"    column="source_of_interview"    />
+        <result property="filename"    column="filename"    />
+        <result property="outCallStatus"    column="out_call_status"    />
+        <result property="outCallIntention"    column="out_call_intention"    />
+        <result property="source"    column="source"    />
+        <result property="analysisValue"    column="analysis_value"    />
+        <result property="facility"    column="facility"    />
     </resultMap>
 
     <sql id="selectSysCampaignVo">
@@ -1388,8 +1400,10 @@
         from visit_info vi
         left join sys_dept d on vi.dept_id = d.dept_id
         <where>
+            <if test="campaignId != null and campaignId != ''"> and vi.campaign_id = #{campaignId}</if>
             <if test="custType != null and custType != ''"> and vi.cust_type = #{custType}</if>
             <if test="visName != null and visName != ''"> and vi.vis_name like concat('%', #{visName}, '%')</if>
+            <if test="visId != null and visId != ''"> and vi.vis_id = #{visId}</if>
             <if test="custIdc != null and custIdc != ''"> and vi.cust_idc = #{custIdc}</if>
             <if test="socialCreditCode != null and socialCreditCode != ''"> and vi.social_credit_code = #{socialCreditCode}</if>
             <if test="abnormalVisitTag != null and abnormalVisitTag != ''"> and vi.abnormal_visit_tag = #{abnormalVisitTag}</if>
@@ -1410,4 +1424,57 @@
         order by vi.sign_in_time desc
     </select>
 
-</mapper>
+    <select id="selectVisitInfoList875" parameterType="VisitInfoDTO" resultType="VisitInfoVO">
+        select vi.id,vi.campaign_id,vi.campaign_name,vi.vis_name,vi.vis_id,vi.dept_id,d.dept_name,vi.vis_time,vi.cust_name,vi.cust_type,vi.cust_idc,
+               vi.social_credit_code,vi.create_by,vi.create_time,vi.update_by,vi.update_time,vi.remark,vi.sign_in_time,vi.sign_out_time,vi.sign_in_address,
+               vi.sign_out_address,vi.abnormal_visit_tag,vi.abnormal_visit_info,vi.sign_in_coordinate,vi.sign_out_coordinate,vi.is_valid_cust,vi.marketing_way,vi.inter_res,
+               vi.inter_addr,vi.col_staf_name,vi.later_note,vi.intention_product_value,vi.feedback_status,vi.source_of_interview,vi.filename,
+               vi.out_call_status,vi.out_call_intention,vi.source,vi.analysis_value,vi.facility
+        from visit_info_875 vi
+        left join sys_dept d on vi.dept_id = d.dept_id
+        <where>
+            <if test="campaignId != null and campaignId != ''"> and vi.campaign_id = #{campaignId}</if>
+            <if test="custType != null and custType != ''"> and vi.cust_type = #{custType}</if>
+            <if test="visName != null and visName != ''"> and vi.vis_name like concat('%', #{visName}, '%')</if>
+            <if test="visId != null and visId != ''"> and vi.vis_id = #{visId}</if>
+            <if test="custIdc != null and custIdc != ''"> and vi.cust_idc = #{custIdc}</if>
+            <if test="socialCreditCode != null and socialCreditCode != ''"> and vi.social_credit_code = #{socialCreditCode}</if>
+            <if test="abnormalVisitTag != null and abnormalVisitTag != ''"> and vi.abnormal_visit_tag = #{abnormalVisitTag}</if>
+            <if test="marketingWay != null and marketingWay != ''"> and vi.marketing_way = #{marketingWay}</if>
+            <if test="interRes != null and interRes != ''"> and vi.inter_res = #{interRes}</if>
+            <if test="visTime != null">
+                and (vi.sign_in_time like concat(#{visTime}, '%') or vi.sign_out_time like concat(#{visTime}, '%'))
+            </if>
+            <if test="userRole != null">
+                <choose>
+                    <when test="userRole == 'manager'"> and vi.vis_id = #{userName} </when>
+                    <when test="userRole == 'outlet'"> and d.dept_id = #{deptId} </when>
+                    <when test="userRole == 'branch'"> and (d.dept_id = #{deptId} or find_in_set(#{deptId},d.ancestors)) </when>
+                    <when test="userRole in {'head', 'ops', 'public', 'private'}"> and left(d.dept_id,3) = left(#{deptId},3) </when>
+                </choose>
+            </if>
+        </where>
+        order by vi.sign_in_time desc
+    </select>
+
+    <update id="updateVisitInfoFeedback" parameterType="VisitInfoFeedbackUpdateDTO">
+        update visit_info_875 vi
+        left join sys_dept d on vi.dept_id = d.dept_id
+        set vi.source = #{source},
+            vi.remark = #{remark},
+            vi.intention_product_value = #{intentionProductValue},
+            vi.inter_res = '0',
+            vi.update_by = #{userName},
+            vi.update_time = sysdate()
+        where vi.id = #{id}
+        <if test="userRole != null">
+            <choose>
+                <when test="userRole == 'manager'"> and vi.vis_id = #{userName} </when>
+                <when test="userRole == 'outlet'"> and d.dept_id = #{deptId} </when>
+                <when test="userRole == 'branch'"> and (d.dept_id = #{deptId} or find_in_set(#{deptId},d.ancestors)) </when>
+                <when test="userRole in {'head', 'ops', 'public', 'private'}"> and left(d.dept_id,3) = left(#{deptId},3) </when>
+            </choose>
+        </if>
+    </update>
+
+</mapper>

pom.xml

@@ -215,6 +215,13 @@
                 <version>${ruoyi.version}</version>
             </dependency>
 
+            <!-- 数字支行-客群模块 -->
+            <dependency>
+                <groupId>com.ruoyi</groupId>
+                <artifactId>ibs-group</artifactId>
+                <version>3.8.8</version>
+            </dependency>
+
         </dependencies>
     </dependencyManagement>
 

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

@@ -68,7 +68,7 @@ mybatis-plus:
   # 搜索指定包别名
   typeAliasesPackage: com.ruoyi.**.domain
   # 配置mapper的扫描，找到所有的mapper.xml映射文件
-  mapperLocations: classpath*:mapper/**/*Mapper.xml
+  mapperLocations: classpath*:mapper/*Mapper.xml,classpath*:mapper/**/*Mapper.xml
   # 加载全局的配置文件
   configLocation: classpath:mybatis/mybatis-config.xml
   type-handlers-package: com.ruoyi.ibs.handler

ruoyi-quartz/pom.xml

@@ -38,6 +38,10 @@
             <groupId>com.ruoyi</groupId>
             <artifactId>ibs</artifactId>
         </dependency>
+        <dependency>
+            <groupId>com.ruoyi</groupId>
+            <artifactId>ibs-group</artifactId>
+        </dependency>
 
     </dependencies>
 

ruoyi-quartz/src/main/java/com/ruoyi/quartz/task/RyTask.java

@@ -1,6 +1,7 @@
 package com.ruoyi.quartz.task;
 
 import com.ruoyi.common.utils.StringUtils;
+import com.ruoyi.group.service.ICustGroupService;
 import com.ruoyi.ibs.cmpm.service.GridCmpmService;
 import com.ruoyi.ibs.dashboard.service.FileOptService;
 import com.ruoyi.ibs.draw.service.DrawGridCustService;
@@ -47,6 +48,9 @@ public class RyTask
     @Resource
     private AddressAnalyseService addressAnalyseService;
 
+    @Resource
+    private ICustGroupService custGroupService;
+
 
     public void ryMultipleParams(String s, Boolean b, Long l, Double d, Integer i)
     {
@@ -111,4 +115,12 @@ public class RyTask
         addressAnalyseService.pointInGeometryScheduled();
     }
 
+    public void updateDynamicCustGroups() {
+        custGroupService.updateDynamicCustGroups();
+    }
+
+    public void checkAndDisableExpiredGroups() {
+        custGroupService.checkAndDisableExpiredGroups();
+    }
+
 }

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-system/src/main/java/com/ruoyi/system/service/impl/SysDeptServiceImpl.java

@@ -133,8 +133,13 @@ public class SysDeptServiceImpl implements ISysDeptService
     @Override
     public List<TreeSelect> selectDeptTreeListForTopGrid(SysDept dept) {
         List<SysDept> depts = SpringUtils.getAopProxy(this).selectDeptList(dept);
-        List<SysDept> branchs = depts.stream().filter(sysDept -> !sysDept.getDeptType().equals("outlet"))
-                .filter(sysDept -> !sysDept.getDeptType().equals("head"))
+        if (depts == null || depts.isEmpty()) {
+            return Collections.emptyList();
+        }
+        List<SysDept> branchs = depts.stream()
+                .filter(Objects::nonNull)
+                .filter(sysDept -> !"outlet".equals(sysDept.getDeptType()))
+                .filter(sysDept -> !"head".equals(sysDept.getDeptType()))
                 .collect(Collectors.toList());
         return buildDeptTreeSelect(branchs);
     }

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/group/custGroup.js

@@ -17,15 +17,6 @@ export function getCustGroup(id) {
   })
 }
 
-// 异步创建客群（网格导入）
-export function createCustGroupByGrid(data) {
-  return request({
-    url: '/group/cust/createByGrid',
-    method: 'post',
-    data: data
-  })
-}
-
 // 异步创建客群（模板导入）
 export function createCustGroupByTemplate(data) {
   return request({
@@ -36,24 +27,6 @@ export function createCustGroupByTemplate(data) {
   })
 }
 
-// 更新客群
-export function updateCustGroup(data) {
-  return request({
-    url: '/group/cust/update',
-    method: 'post',
-    data: data
-  })
-}
-
-// 更新客群（网格导入）
-export function updateCustGroupByGrid(data) {
-  return request({
-    url: '/group/cust/updateByGrid',
-    method: 'post',
-    data: data
-  })
-}
-
 // 更新客群（模板导入）
 export function updateCustGroupByTemplate(data) {
   return request({
@@ -93,31 +66,13 @@ export function deleteCustGroup(idList) {
 // 手动移除客群客户
 export function removeMembers(groupId, memberIds) {
   return request({
-    url: '/group/cust/removeMembers',
+    url: '/group/member/remove',
     method: 'post',
     params: { groupId: groupId },
     data: memberIds
   })
 }
 
-// 检查客群名称是否存在
-export function checkGroupNameExist(groupName) {
-  return request({
-    url: '/group/cust/checkName',
-    method: 'get',
-    params: { groupName: groupName }
-  })
-}
-
-// 根据网格类型获取客户经理列表
-export function getManagerList(gridType) {
-  return request({
-    url: '/grid/cmpm/managerList',
-    method: 'get',
-    params: { gridType: gridType }
-  })
-}
-
 // 分页查询客群成员列表
 export function listCustGroupMembers(groupId, query) {
   return request({
@@ -135,3 +90,11 @@ export function getRegionGridListForGroup(query) {
     params: query
   })
 }
+
+// 获取所有客群标签列表
+export function getAllGroupTags() {
+  return request({
+    url: '/group/cust/tags',
+    method: 'get'
+  })
+}

ruoyi-ui/src/api/group/performance.js

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

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/api/task/PADvisitRecord.js

@@ -6,4 +6,12 @@ export function getPADVisitRecord(query) {
       method: 'get',
       params: query
     })
-  }
+  }
+
+export function updatePADVisitFeedback(data) {
+  return request({
+    url: `/system/campaign/updateVisitInfoFeedback`,
+    method: 'post',
+    data: data
+  })
+}

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.open2 = true;
+      this.refreshDownloadCenterList(false, true).finally(() => {
+        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/router/index.js

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

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

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

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

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

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

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

ruoyi-ui/src/views/grid/charts/customer/index.vue

@@ -142,7 +142,7 @@
                   <el-dropdown-item @click.native="handleExportAll">导出前1000条<i class="quesiton"></i></el-dropdown-item>
                 </el-dropdown-menu>
               </el-dropdown>
-              <template v-if="selectedTab === '2' && is825">
+              <template v-if="selectedTab === '2' && canSeeBusinessImport">
                 <div class="import-action">
                   <el-upload
                     ref="businessImportUploadRef"
@@ -367,6 +367,9 @@ export default {
       }
       return this.tableData
     },
+    isHeadAdmin() {
+      return this.roles.includes('headAdmin')
+    },
     isPublic() {
       return this.roles.includes('headPublic')
     },
@@ -379,6 +382,9 @@ export default {
     is825() {
       return String(this.deptId || '').substring(0, 3) === '825'
     },
+    canSeeBusinessImport() {
+      return this.is825 && (this.isHeadAdmin || this.isPublic || this.isPrivate || this.isOps)
+    },
     // 客户经理
     isCommonManager() {
       return this.roles.includes('commonManager')

ruoyi-ui/src/views/grid/performance/custom/index.vue

@@ -112,6 +112,7 @@ import { Message } from "element-ui";
 import {
 
   privateTotalColumns, publicTotalColumns,
+  privateTotalColumnsNew825,
   privateTotalColumnsNm, publicTotalColumnsNm,
   privateTotalColumnsMap, publicTotalColumnsMap,
   privateTotalColumnsAll, publicTotalColumnsAll,
@@ -163,7 +164,7 @@ export default {
   },
 
   computed: {
-    ...mapGetters(["roles"]),
+    ...mapGetters(["roles", "deptId"]),
     //对公
     isPublic() {
       return this.roles.includes("headPublic");
@@ -172,6 +173,9 @@ export default {
     isPrivate() {
       return this.roles.includes("headPrivate");
     },
+    isRetailNew825Tenant() {
+      return String(this.deptId || '').slice(0, 3) === '825';
+    },
   },
   created() {
     const {
@@ -196,7 +200,7 @@ export default {
     this.shapeName = shapeName;
     this.shapeId = shapeId;
     if (type == '1') {
-      this.tableColumns = this.isActive1 ? privateTotalColumns : this.isActive3 ?
+      this.tableColumns = this.isActive1 ? (this.isRetailNew825Tenant ? privateTotalColumnsNew825 : privateTotalColumns) : this.isActive3 ?
         privateTotalColumnsNm : this.isActive4 ? privateTotalColumnsMap : privateTotalColumnsAll;
     }
     if (type == '2') {

ruoyi-ui/src/views/grid/performance/list/index.vue

@@ -279,6 +279,7 @@ import { cloneDeep, isEmpty } from 'lodash'
 import { Message } from 'element-ui'
 import {
   privateColumns,
+  privateColumnsNew825,
   publicColumns,
   privateColumnsNm,
   publicColumnsNm,
@@ -349,7 +350,7 @@ export default {
     }
   },
   computed: {
-    ...mapGetters(['roles', 'userName']),
+    ...mapGetters(['roles', 'userName', 'deptId']),
     // 对公
     isPublic() {
       return this.roles.includes('headPublic')
@@ -361,52 +362,17 @@ export default {
     // 965租户
     is965() {
       return this.userName.slice(0, 3) == 965
+    },
+    isRetailNew825Tenant() {
+      return String(this.deptId || '').slice(0, 3) === '825'
     }
   },
   watch: {
     selectedTab: {
       handler(val) {
         if (val) {
-          if (val == '1') {
-            this.tableColumns = this.isActive1
-              ? privateColumns
-              : this.isActive3
-                ? privateColumnsNm
-                : this.isActive4
-                  ? privateColumnsMap
-                  : this.isActive7
-                    ? customAuth
-                    : privateColumnsAll
-            this.tableKey = this.isActive1
-              ? '11'
-              : this.isActive3
-                ? '12'
-                : this.isActive4
-                  ? '13'
-                  : this.isActive7
-                    ? '15'
-                    : '14'
-          }
-          if (val == '2') {
-            this.tableColumns = this.isActive1
-              ? publicColumns
-              : this.isActive3
-                ? publicColumnsNm
-                : this.isActive4
-                  ? publicColumnsMap
-                  : this.isActive7
-                    ? customAuth
-                    : publicColumnsAll
-            this.tableKey = this.isActive1
-              ? '21'
-              : this.isActive3
-                ? '22'
-                : this.isActive4
-                  ? '23'
-                  : this.isActive7
-                    ? '25'
-                    : '24'
-          }
+          this.tableColumns = this.getCurrentColumns(val)
+          this.tableKey = this.getCurrentTableKey(val)
         }
       },
       immediate: true
@@ -432,46 +398,8 @@ export default {
       this.isActive3 = isActive == '3'
       this.isActive4 = isActive == '4'
       this.isActive6 = isActive == '6'
-      if (type == '1') {
-        this.tableColumns = this.isActive1
-          ? privateColumns
-          : this.isActive3
-            ? privateColumnsNm
-            : this.isActive4
-              ? privateColumnsMap
-              : this.isActive7
-                ? customAuth
-                : privateColumnsAll
-        this.tableKey = this.isActive1
-          ? '11'
-          : this.isActive3
-            ? '12'
-            : this.isActive4
-              ? '13'
-              : this.isActive7
-                ? '15'
-                : '14'
-      }
-      if (type == '2') {
-        this.tableColumns = this.isActive1
-          ? publicColumns
-          : this.isActive3
-            ? publicColumnsNm
-            : this.isActive4
-              ? publicColumnsMap
-              : this.isActive7
-                ? customAuth
-                : publicColumnsAll
-        this.tableKey = this.isActive1
-          ? '21'
-          : this.isActive3
-            ? '22'
-            : this.isActive4
-              ? '23'
-              : this.isActive7
-                ? '25'
-                : '24'
-      }
+      this.tableColumns = this.getCurrentColumns(type)
+      this.tableKey = this.getCurrentTableKey(type)
       for (const key in this.$route.query) {
         delete this.$route.query[key]
       }
@@ -489,6 +417,53 @@ export default {
     this.init()
   },
   methods: {
+    getRetailPrivateColumns() {
+      return this.isRetailNew825Tenant ? privateColumnsNew825 : privateColumns
+    },
+    getCurrentColumns(tab) {
+      if (tab == '1') {
+        return this.isActive1
+          ? this.getRetailPrivateColumns()
+          : this.isActive3
+            ? privateColumnsNm
+            : this.isActive4
+              ? privateColumnsMap
+              : this.isActive7
+                ? customAuth
+                : privateColumnsAll
+      }
+      return this.isActive1
+        ? publicColumns
+        : this.isActive3
+          ? publicColumnsNm
+          : this.isActive4
+            ? publicColumnsMap
+            : this.isActive7
+              ? customAuth
+              : publicColumnsAll
+    },
+    getCurrentTableKey(tab) {
+      if (tab == '1') {
+        return this.isActive1
+          ? (this.isRetailNew825Tenant ? '11-825' : '11')
+          : this.isActive3
+            ? '12'
+            : this.isActive4
+              ? '13'
+              : this.isActive7
+                ? '15'
+                : '14'
+      }
+      return this.isActive1
+        ? '21'
+        : this.isActive3
+          ? '22'
+          : this.isActive4
+            ? '23'
+            : this.isActive7
+              ? '25'
+              : '24'
+    },
     handleMyApprove(type) {
       this.isActive1 = type == '1'
       this.isActive2 = type == '2'
@@ -504,46 +479,8 @@ export default {
         this.isActive6 ||
         this.isActive7
       ) {
-        if (this.selectedTab == '1') {
-          this.tableColumns = this.isActive1
-            ? privateColumns
-            : this.isActive3
-              ? privateColumnsNm
-              : this.isActive4
-                ? privateColumnsMap
-                : this.isActive7
-                  ? customAuth
-                  : privateColumnsAll
-          this.tableKey = this.isActive1
-            ? '11'
-            : this.isActive3
-              ? '12'
-              : this.isActive4
-                ? '13'
-                : this.isActive7
-                  ? '15'
-                  : '14'
-        }
-        if (this.selectedTab == '2') {
-          this.tableColumns = this.isActive1
-            ? publicColumns
-            : this.isActive3
-              ? publicColumnsNm
-              : this.isActive4
-                ? publicColumnsMap
-                : this.isActive7
-                  ? customAuth
-                  : publicColumnsAll
-          this.tableKey = this.isActive1
-            ? '21'
-            : this.isActive3
-              ? '22'
-              : this.isActive4
-                ? '23'
-                : this.isActive7
-                  ? '25'
-                  : '24'
-        }
+        this.tableColumns = this.getCurrentColumns(this.selectedTab)
+        this.tableKey = this.getCurrentTableKey(this.selectedTab)
         const date = new Date()
         date.setDate(date.getDate() - 1)
         const year = date.getFullYear()

ruoyi-ui/src/views/grid/performance/list/list.js

@@ -201,6 +201,58 @@ export const privateColumns = [
   }
 ]
 
+export const privateColumnsNew825 = [
+  { prop: 'dt', label: '统计日期(T+1)', width: 140 },
+  { prop: 'gridName', label: '一级网格名称', width: 160 },
+  { prop: 'gridName2', label: '二级网格名称', width: 160 },
+  { prop: 'county', label: '县/区', width: 120 },
+  { prop: 'town', label: '镇/街道', width: 140 },
+  { prop: 'village', label: '村/社区', width: 140 },
+  { prop: 'deptId', label: '归属支行机构号', width: 140 },
+  { prop: 'deptName', label: '归属支行名称', width: 140 },
+  { prop: 'outletsId', label: '归属网点机构号', width: 140 },
+  { prop: 'outletsName', label: '归属网点名称', width: 140 },
+  { prop: 'userName', label: '归属客户经理', width: 140 },
+  { prop: 'custNum', label: '入格客户数', width: 120 },
+  { prop: 'zf365cnt', label: '近365天已走访人数', width: 150 },
+  { prop: 'zf180cnt', label: '近180天已走访人数', width: 150 },
+  { prop: 'zf90cnt', label: '近90天已走访人数', width: 150 },
+  { prop: 'zf30cnt', label: '近30天已走访人数', width: 150 },
+  { prop: 'curBalD', label: '活期存款余额（元）', width: 160 },
+  { prop: 'sxNum', label: '授信户数', width: 120 },
+  { prop: 'yxNum', label: '用信户数', width: 120 },
+  { prop: 'sxBal', label: '授信金额（合同）', width: 160 },
+  { prop: 'balLoan', label: '贷款余额（元）', width: 150 },
+  { prop: 'loanAve', label: '贷款年日均（元）', width: 150 },
+  { prop: 'yxhtNum', label: '合同签约客户数', width: 150 },
+  { prop: 'dianNum', label: '代扣电费客户数', width: 150 },
+  { prop: 'shuiNum', label: '代扣水费客户数', width: 150 },
+  { prop: 'taxNum', label: '代扣税费数', width: 140 },
+  { prop: 'openNum', label: '开户数', width: 120 },
+  { prop: 'depBal', label: '存款余额（元）', width: 150 },
+  { prop: 'finBal', label: '财富余额（元）', width: 150 },
+  { prop: 'grhxNum', label: '个人核心客户数', width: 150 },
+  { prop: 'cfyxNum', label: '财富有效客户数', width: 150 },
+  { prop: 'yxxykNum', label: '有效信用卡数', width: 140 },
+  { prop: 'yxsbkNum', label: '有效社保卡户数', width: 150 },
+  { prop: 'twoTo3SbkNum', label: '有效社保卡新增', width: 160 },
+  { prop: 'yljToSbkNum', label: '养老金迁移至社保卡户数', width: 180 },
+  { prop: 'fshlNum', label: '丰收互联客户数', width: 150 },
+  { prop: 'yxsdNum', label: '有效收单商户', width: 140 },
+  { prop: 'hxsdNum', label: '核心收单户数', width: 140 },
+  { prop: 'zf365rt', label: '近365天走访率', width: 140 },
+  { prop: 'zf180rt', label: '近180天走访率', width: 140 },
+  { prop: 'zf90rt', label: '近90天走访率', width: 140 },
+  { prop: 'zf30rt', label: '近30天走访率', width: 140 },
+  { prop: 'sxRat', label: '授信率（%）', width: 120 },
+  { prop: 'yxRat', label: '用信覆盖率', width: 120 },
+  { prop: 'yxhtRat', label: '合同签约率（%）', width: 140 },
+  { prop: 'dianRat', label: '代扣电费覆盖率（%）', width: 150 },
+  { prop: 'shuiRat', label: '代扣水费率（%）', width: 140 },
+  { prop: 'taxRat', label: '代扣税费率（%）', width: 140 },
+  { prop: 'openRat', label: '开户率（%）', width: 120 }
+]
+
 // 公司
 export const publicColumns = [
   {
@@ -564,6 +616,38 @@ export const privateTotalColumns = [
   }
 ]
 
+export const privateTotalColumnsNew825 = [
+  { prop: 'custName', label: '客户名称', width: 120 },
+  { prop: 'custIdc', label: '客户证件号', width: 140 },
+  { prop: 'custIsn', label: '客户内码', width: 120 },
+  { prop: 'curBalD', label: '活期存款余额', width: 140 },
+  { prop: 'balLoan', label: '贷款余额', width: 140 },
+  { prop: 'loanAve', label: '贷款年日均', width: 140 },
+  { prop: 'isSx', label: '是否授信', width: 100 },
+  { prop: 'isYx', label: '是否用信', width: 100 },
+  { prop: 'sxBal', label: '授信金额', width: 120 },
+  { prop: 'isYxht', label: '是否合同签约', width: 120 },
+  { prop: 'isXyk', label: '是否持有信用卡', width: 130 },
+  { prop: 'fshl', label: '是否开通丰收互联', width: 140 },
+  { prop: 'isSd', label: '是否办理收单', width: 120 },
+  { prop: 'dian', label: '是否代扣电费', width: 120 },
+  { prop: 'shui', label: '是否代扣水费', width: 120 },
+  { prop: 'tax', label: '是否代扣税费', width: 120 },
+  { prop: 'openNum', label: '开户数', width: 100 },
+  { prop: 'depBal', label: '存款余额', width: 120 },
+  { prop: 'finBal', label: '财富余额', width: 120 },
+  { prop: 'isGrhx', label: '是否个人核心客户', width: 140 },
+  { prop: 'isCfyx', label: '是否财富有效客户', width: 140 },
+  { prop: 'isYxsbk', label: '是否有效社保卡客户', width: 150 },
+  { prop: 'is2to3Sbk', label: '是否有效社保卡新增', width: 150 },
+  { prop: 'isYljToSbk', label: '是否养老金迁移至社保卡', width: 180 },
+  { prop: 'isHxsd', label: '是否核心收单', width: 120 },
+  { prop: 'is365zf', label: '近365天有无走访', width: 140 },
+  { prop: 'is180zf', label: '近180天有无走访', width: 140 },
+  { prop: 'is90zf', label: '近90天有无走访', width: 140 },
+  { prop: 'is30zf', label: '近30天有无走访', width: 140 }
+]
+
 // 公司明细
 export const publicTotalColumns = [
   {

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

@@ -22,11 +22,22 @@
           <el-radio label="0">静态客群</el-radio>
           <el-radio label="1">动态客群</el-radio>
         </el-radio-group>
-        <div class="form-tip">
-          静态客群：创建后客户列表固定，除非手动更新
+        <!-- <div class="form-tip">
+          静态客群：创建后客户列表固定
           <br />
           动态客群：系统定期根据原始条件自动刷新客户列表
-        </div>
+        </div> -->
+      </el-form-item>
+      <el-form-item label="客群类型" prop="groupType">
+        <el-radio-group v-model="form.groupType" :disabled="isEdit">
+          <el-radio label="0">零售类</el-radio>
+          <el-radio label="1">公司类</el-radio>
+        </el-radio-group>
+        <!-- <div class="form-tip">
+          零售类：只能导入个人和商户客户
+          <br />
+          公司类：只能导入企业客户
+        </div> -->
       </el-form-item>
       <el-form-item label="有效期" prop="validTime">
         <el-date-picker
@@ -42,89 +53,103 @@
         <el-input v-model="form.remark" type="textarea" placeholder="请输入备注" :rows="2" />
       </el-form-item>
 
+      <el-form-item label="客群标签">
+        <div class="tag-input-wrapper">
+          <el-input
+            v-model="tagInput"
+            placeholder="输入标签后点击加号添加"
+            style="width: calc(100% - 40px)"
+            @keyup.enter.native="addTag"
+          />
+          <el-button type="primary" icon="el-icon-plus" @click="addTag" style="margin-left: 8px" />
+        </div>
+        <div class="tag-list" v-if="allTags.length > 0">
+          <span class="tag-label">已有标签：</span>
+          <el-tag
+            v-for="tag in allTags"
+            :key="tag"
+            :type="selectedTags.includes(tag) ? 'primary' : 'info'"
+            :effect="selectedTags.includes(tag) ? 'dark' : 'plain'"
+            @click="toggleTag(tag)"
+            style="cursor: pointer; margin-right: 8px; margin-bottom: 8px"
+          >
+            {{ tag }}
+          </el-tag>
+        </div>
+        <div class="selected-tags" v-if="selectedTags.length > 0">
+          <span class="tag-label">已选标签：</span>
+          <el-tag
+            v-for="tag in selectedTags"
+            :key="tag"
+            closable
+            @close="removeTag(tag)"
+            style="margin-right: 8px; margin-bottom: 8px"
+          >
+            {{ tag }}
+          </el-tag>
+        </div>
+      </el-form-item>
+
       <el-form-item label="开启共享">
         <el-switch v-model="shareEnabled" />
       </el-form-item>
       <el-form-item label="可见部门" v-if="shareEnabled">
         <el-select
-          v-model="form.shareDeptIdList"
+          v-model="shareDeptList"
           multiple
+          filterable
           placeholder="请选择可见部门"
           style="width: 100%"
+          popper-class="dept-select-popper"
         >
           <el-option
             v-for="dept in deptOptions"
             :key="dept.deptId"
             :label="dept.deptName"
-            :value="dept.deptId"
+            :value="String(dept.deptId)"
           />
         </el-select>
       </el-form-item>
 
-      <el-form-item label="创建方式" prop="createMode">
-        <el-radio-group v-model="form.createMode" :disabled="isEdit">
-          <el-radio label="1">模板导入</el-radio>
-          <el-radio label="2">绩效网格</el-radio>
-          <el-radio label="3">地理网格</el-radio>
-          <el-radio label="4">绘制网格</el-radio>
-        </el-radio-group>
+      <!-- 模板导入 -->
+      <el-form-item label="客户文件" prop="file">
+        <el-upload
+          ref="upload"
+          :action="uploadUrl"
+          :headers="uploadHeaders"
+          :on-success="handleUploadSuccess"
+          :on-error="handleUploadError"
+          :on-change="handleFileChange"
+          :auto-upload="false"
+          :show-file-list="true"
+          :limit="1"
+          accept=".xlsx,.xls"
+        >
+          <el-button slot="trigger" size="small" icon="el-icon-upload">选择文件</el-button>
+          <el-button size="small" type="text" @click.stop="downloadTemplate" style="margin-left: 15px">
+            下载模板
+          </el-button>
+          <div slot="tip" class="el-upload__tip">
+            仅支持Excel文件，文件大小不超过10MB
+          </div>
+        </el-upload>
       </el-form-item>
 
-      <!-- 模板导入 -->
-      <template v-if="form.createMode === '1'">
-        <el-form-item label="客户文件" prop="file">
-          <el-upload
-            ref="upload"
-            :action="uploadUrl"
-            :headers="uploadHeaders"
-            :on-success="handleUploadSuccess"
-            :on-error="handleUploadError"
-            :on-change="handleFileChange"
-            :auto-upload="false"
-            :show-file-list="true"
-            :limit="1"
-            accept=".xlsx,.xls"
-          >
-            <el-button slot="trigger" size="small" icon="el-icon-upload">选择文件</el-button>
-            <el-button size="small" type="text" @click.stop="downloadTemplate" style="margin-left: 15px">
-              下载模板
-            </el-button>
-            <div slot="tip" class="el-upload__tip">
-              仅支持Excel文件，文件大小不超过10MB
-            </div>
-          </el-upload>
-        </el-form-item>
-      </template>
+      <el-form-item label="匹配网格类型" prop="gridType">
+        <el-radio-group v-model="form.gridType" @change="handleGridTypeChange">
+          <el-radio label="0">绩效网格</el-radio>
+          <!-- 暂时隐藏，后续版本开放
+          <el-radio label="1">地理网格</el-radio>
+          <el-radio label="2">绘制网格</el-radio>
+          -->
+        </el-radio-group>
+        <div class="form-tip">
+          系统将根据客户信息从所选网格匹配管户关系，匹配不上则保存空的管户关系
+        </div>
+      </el-form-item>
 
-      <!-- 绩效网格 -->
-      <template v-if="form.createMode === '2'">
-        <el-form-item label="业务类型" prop="cmpmBizType">
-          <el-select v-model="gridForm.cmpmBizType" placeholder="请选择业务类型" style="width: 100%" @change="handleCmpmBizTypeChange">
-            <el-option label="零售" value="retail" />
-            <el-option label="对公" value="corporate" />
-            <el-option label="对公账户" value="corporate_account" />
-          </el-select>
-        </el-form-item>
-        <el-form-item label="客户经理" prop="userNames">
-          <el-select
-            v-model="gridForm.userNames"
-            multiple
-            filterable
-            placeholder="请选择客户经理"
-            style="width: 100%"
-          >
-            <el-option
-              v-for="user in userOptions"
-              :key="user.userName"
-              :label="user.nickName"
-              :value="user.userName"
-            />
-          </el-select>
-        </el-form-item>
-      </template>
-
-      <!-- 地理网格 -->
-      <template v-if="form.createMode === '3'">
+      <!-- 地理网格筛选 - 暂时隐藏，后续版本开放
+      <template v-if="form.gridType === '1'">
         <el-form-item label="网格级别">
           <el-radio-group v-model="regionQuery.gridLevel">
             <el-radio label="1">总行行政网格</el-radio>
@@ -146,11 +171,11 @@
         </el-form-item>
         <el-form-item label="选择网格">
           <el-select
-            v-model="gridForm.regionGridIds"
+            v-model="form.regionGridIds"
             multiple
             filterable
             collapse-tags
-            placeholder="请先查询网格，然后选择"
+            placeholder="请选择网格"
             style="width: 100%"
           >
             <el-option
@@ -162,15 +187,16 @@
           </el-select>
         </el-form-item>
       </template>
+      -->
 
-      <!-- 绘制网格 -->
-      <template v-if="form.createMode === '4'">
-        <el-form-item label="绘制网格" prop="drawGridIds">
+      <!-- 绘制网格筛选 - 暂时隐藏，后续版本开放
+      <template v-if="form.gridType === '2'">
+        <el-form-item label="绘制网格">
           <el-select
-            v-model="gridForm.drawGridIds"
+            v-model="form.drawGridIds"
             multiple
             filterable
-            placeholder="请选择绘制网格"
+            placeholder="请选择网格"
             style="width: 100%"
           >
             <el-option
@@ -182,6 +208,7 @@
           </el-select>
         </el-form-item>
       </template>
+      -->
     </el-form>
 
     <div slot="footer" class="dialog-footer">
@@ -195,16 +222,14 @@
 
 <script>
 import {
-  createCustGroupByGrid,
   createCustGroupByTemplate,
-  updateCustGroupByGrid,
   updateCustGroupByTemplate,
   downloadTemplate,
-  getManagerList,
-  getRegionGridListForGroup
+  getRegionGridListForGroup,
+  getCreateStatus,
+  getAllGroupTags
 } from '@/api/group/custGroup'
 import { getToken } from '@/utils/auth'
-import { listUser } from '@/api/system/user'
 import { listDept } from '@/api/system/dept'
 import { getSimpleGridList } from '@/api/grid/list/gridlist'
 
@@ -231,8 +256,61 @@ export default {
       // 上传地址
       uploadUrl: process.env.VUE_APP_BASE_API + '/group/cust/createByTemplate',
       uploadHeaders: { Authorization: 'Bearer ' + getToken() },
-      // 处理中提示
-      processTipVisible: false
+      // 表单数据
+      form: {
+        id: null,
+        groupName: null,
+        groupMode: '0',
+        groupType: '0',
+        groupStatus: '0',
+        gridType: '0',
+        regionGridIds: [],
+        drawGridIds: [],
+        shareEnabled: 0,
+        shareDeptIdList: [],
+        remark: null,
+        validTime: null
+      },
+      // 共享开关
+      shareEnabled: false,
+      // 已选部门列表（字符串数组，用于el-select绑定）
+      shareDeptList: [],
+      // 上传文件
+      uploadFile: null,
+      // 表单验证规则
+      rules: {
+        groupName: [
+          { required: true, message: '请输入客群名称', trigger: 'blur' },
+          { min: 2, max: 50, message: '长度在 2 到 50 个字符', trigger: 'blur' }
+        ],
+        groupMode: [{ required: true, message: '请选择客群模式', trigger: 'change' }],
+        groupType: [{ required: true, message: '请选择客群类型', trigger: 'change' }],
+        gridType: [{ required: true, message: '请选择匹配网格类型', trigger: 'change' }]
+      },
+      // 部门选项
+      deptOptions: [],
+      // 地理网格选项
+      regionGridOptions: [],
+      // 地理网格查询条件
+      regionQuery: {
+        gridLevel: '1',
+        gridDutyType: null,
+        gridName: null
+      },
+      // 地理网格加载状态
+      regionLoading: false,
+      // 绘制网格选项
+      drawGridOptions: [],
+      // 轮询定时器
+      pollTimer: null,
+      // 标签输入框内容
+      tagInput: '',
+      // 所有已有标签列表
+      allTags: [],
+      // 已选标签列表
+      selectedTags: [],
+      // 关闭弹窗时是否保留状态轮询
+      keepPollingOnClose: false
     }
   },
   computed: {
@@ -247,70 +325,18 @@ export default {
       return '确 定'
     }
   },
-  data() {
-    return {
-      // 提交中状态
-      submitting: false,
-      // 上传地址
-      uploadUrl: process.env.VUE_APP_BASE_API + '/group/cust/createByTemplate',
-      uploadHeaders: { Authorization: 'Bearer ' + getToken() },
-      // 处理中提示
-      processTipVisible: false,
-      // 表单数据
-      form: {
-        id: null,
-        groupName: null,
-        groupMode: '0',
-        createMode: '1',
-        groupStatus: '0',
-        shareEnabled: 0,
-        shareDeptIdList: [],
-        remark: null,
-        validTime: null
-      },
-      // 共享开关
-      shareEnabled: false,
-      // 网格表单数据
-      gridForm: {
-        gridType: '0',
-        cmpmBizType: null,
-        userNames: [],
-        regionGridIds: [],
-        drawGridIds: []
-      },
-      // 上传文件
-      uploadFile: null,
-      // 表单验证规则
-      rules: {
-        groupName: [
-          { required: true, message: '请输入客群名称', trigger: 'blur' },
-          { min: 2, max: 50, message: '长度在 2 到 50 个字符', trigger: 'blur' }
-        ],
-        groupMode: [{ required: true, message: '请选择客群模式', trigger: 'change' }],
-        createMode: [{ required: true, message: '请选择创建方式', trigger: 'change' }]
-      },
-      // 部门选项
-      deptOptions: [],
-      // 用户选项
-      userOptions: [],
-      // 地理网格选项
-      regionGridOptions: [],
-      // 地理网格查询条件
-      regionQuery: {
-        gridLevel: '1',
-        gridDutyType: null,
-        gridName: null
-      },
-      // 地理网格加载状态
-      regionLoading: false,
-      // 绘制网格选项
-      drawGridOptions: []
-    }
-  },
   watch: {
     visible(val) {
       if (val) {
         this.init()
+        if (this.shareEnabled && this.deptOptions.length === 0) {
+          this.loadDeptOptions()
+        }
+      }
+    },
+    shareEnabled(val) {
+      if (val && this.deptOptions.length === 0) {
+        this.loadDeptOptions()
       }
     },
     groupData: {
@@ -318,143 +344,141 @@ export default {
         if (val && Object.keys(val).length > 0) {
           this.form = { ...val }
           this.shareEnabled = val.shareEnabled === 1
-          // 解析 shareDeptIds 字符串为 shareDeptIdList 数组
+          // 解析 shareDeptIds 字符串为 shareDeptList 数组（保持字符串类型以匹配el-option的value）
           if (val.shareDeptIds) {
-            this.form.shareDeptIdList = val.shareDeptIds.split(',').filter(id => id)
+            this.shareDeptList = val.shareDeptIds.split(',').filter(id => id)
           } else {
-            this.form.shareDeptIdList = []
+            this.shareDeptList = []
+          }
+          // 解析网格ID
+          if (val.regionGridIds) {
+            this.form.regionGridIds = val.regionGridIds.split(',').map(id => parseInt(id)).filter(id => id)
+          } else {
+            this.form.regionGridIds = []
+          }
+          if (val.drawGridIds) {
+            this.form.drawGridIds = val.drawGridIds.split(',').map(id => parseInt(id)).filter(id => id)
+          } else {
+            this.form.drawGridIds = []
+          }
+          // 解析标签
+          if (val.groupTags) {
+            this.selectedTags = val.groupTags.split(',').map(tag => tag.trim()).filter(tag => tag)
+          } else {
+            this.selectedTags = []
           }
 
-          // 反显网格数据（需要在 form.createMode watch 之后执行）
+          // 反显网格数据
           this.$nextTick(() => {
             this.restoreGridData(val)
           })
         }
       },
       immediate: true
-    },
-    'form.createMode'(val) {
-      // 重置网格表单
-      this.gridForm = {
-        gridType: val === '2' ? '0' : val === '3' ? '1' : '2',
-        regionGridIds: [],
-        drawGridIds: []
-      }
-      // 切换到地理网格模式时，重置查询条件
-      if (val === '3') {
-        this.resetRegionQuery()
-      }
-      // 切换到绘制网格模式时，加载绘制网格列表
-      if (val === '4') {
-        this.loadDrawGridOptions()
-      }
-    },
-    'gridForm.cmpmBizType'(val) {
-      // 当业务类型改变时，清空已选择的客户经理
-      if (val) {
-        this.gridForm.userNames = []
-        this.loadManagerOptions()
-      }
-    },
-    'form.createStatus'(val) {
-      // 监听创建状态变化，显示提示
-      if (this.isEdit && val === '0') {
-        this.processTipVisible = true
-      } else if (this.processTipVisible) {
-        this.processTipVisible = false
-      }
     }
   },
   created() {
-    this.loadDeptOptions()
+    this.loadAllTags()
+  },
+  beforeDestroy() {
+    this.clearPollTimer()
   },
   methods: {
     /** 初始化 */
     init() {
       this.$nextTick(() => {
         this.$refs.form && this.$refs.form.clearValidate()
-        // 编辑模式下，恢复网格数据
-        if (this.isEdit && this.groupData && Object.keys(this.groupData).length > 0) {
-          this.restoreGridData(this.groupData)
-        }
       })
     },
 
     /** 反显网格数据 */
     restoreGridData(data) {
-      if (!this.isEdit) return
+      if (!this.isEdit || !data.gridType) return
 
-      const createMode = String(data.createMode)
-      // 根据创建方式反显网格数据
-      if (createMode === '2' && data.gridType === '0') {
-        // 绩效网格
-        this.gridForm.gridType = '0'
-        this.gridForm.cmpmBizType = data.cmpmBizType
-        if (data.gridUserNames) {
-          this.gridForm.userNames = data.gridUserNames.split(',').filter(n => n)
-          // 加载客户经理选项
-          this.loadManagerOptions()
-        }
-      } else if (createMode === '3' && data.gridType === '1') {
-        // 地理网格 - 需要查询所有网格以便正确反显
-        this.gridForm.gridType = '1'
-        // 设置默认查询条件（获取所有网格）
-        this.regionQuery = {
-          gridLevel: '1',
-          gridDutyType: null,
-          gridName: null
-        }
+      if (data.gridType === '1') {
+        this.resetRegionQuery()
         if (data.regionGridIds) {
-          this.gridForm.regionGridIds = data.regionGridIds.split(',').map(id => parseInt(id)).filter(id => id)
-          // 加载地理网格选项（无查询条件，获取全部）
           this.loadRegionGridOptions()
         }
-      } else if (createMode === '4' && data.gridType === '2') {
-        // 绘制网格
-        this.gridForm.gridType = '2'
-        if (data.drawGridIds) {
-          this.gridForm.drawGridIds = data.drawGridIds.split(',').map(id => parseInt(id)).filter(id => id)
-          // 加载绘制网格选项
-          this.loadDrawGridOptions()
-        }
+      } else if (data.gridType === '2') {
+        this.loadDrawGridOptions()
       }
     },
 
     /** 加载部门选项 */
     loadDeptOptions() {
       listDept().then(response => {
-        this.deptOptions = response.data || []
+        // 将树形结构扁平化，以便el-select遍历
+        this.deptOptions = this.flattenDeptList(response.data || [])
       }).catch(() => {
         this.deptOptions = []
       })
     },
 
-    /** 加载用户选项 */
-    loadUserOptions() {
-      listUser().then(response => {
-        this.userOptions = response.rows || []
+    /** 扁平化部门树 */
+    flattenDeptList(list, result = []) {
+      list.forEach(item => {
+        result.push({ deptId: item.deptId, deptName: item.deptName })
+        if (item.children && item.children.length > 0) {
+          this.flattenDeptList(item.children, result)
+        }
+      })
+      return result
+    },
+
+    /** 加载所有已有标签 */
+    loadAllTags() {
+      getAllGroupTags().then(response => {
+        this.allTags = response.data || []
       }).catch(() => {
-        this.userOptions = []
+        this.allTags = []
       })
     },
 
-    /** 根据业务类型加载客户经理选项 */
-    loadManagerOptions() {
-      if (!this.gridForm.cmpmBizType) {
-        this.userOptions = []
+    /** 添加标签 */
+    addTag() {
+      const tag = this.tagInput.trim()
+      if (!tag) return
+      if (this.selectedTags.includes(tag)) {
+        this.$message.warning('该标签已添加')
         return
       }
-      getManagerList(this.gridForm.cmpmBizType).then(response => {
-        this.userOptions = response.data || []
-      }).catch(() => {
-        this.userOptions = []
-      })
+      this.selectedTags.push(tag)
+      // 如果是新标签，添加到allTags中
+      if (!this.allTags.includes(tag)) {
+        this.allTags.push(tag)
+      }
+      this.tagInput = ''
     },
 
-    /** 业务类型改变处理 */
-    handleCmpmBizTypeChange(val) {
-      // 清空已选择的客户经理
-      this.gridForm.userNames = []
+    /** 切换标签选中状态 */
+    toggleTag(tag) {
+      const index = this.selectedTags.indexOf(tag)
+      if (index > -1) {
+        this.selectedTags.splice(index, 1)
+      } else {
+        this.selectedTags.push(tag)
+      }
+    },
+
+    /** 移除已选标签 */
+    removeTag(tag) {
+      const index = this.selectedTags.indexOf(tag)
+      if (index > -1) {
+        this.selectedTags.splice(index, 1)
+      }
+    },
+
+    /** 网格类型改变处理 */
+    handleGridTypeChange(val) {
+      if (val === '1') {
+        this.resetRegionQuery()
+      } else if (val === '2') {
+        this.loadDrawGridOptions()
+      }
+      // 清空网格选择
+      this.form.regionGridIds = []
+      this.form.drawGridIds = []
     },
 
     /** 加载地理网格选项 */
@@ -486,7 +510,7 @@ export default {
         gridDutyType: null,
         gridName: null
       }
-      this.gridForm.regionGridIds = []
+      this.form.regionGridIds = []
     },
 
     /** 加载绘制网格选项 */
@@ -534,130 +558,138 @@ export default {
     handleSubmit() {
       this.$refs.form.validate(valid => {
         if (valid) {
+          if (!this.uploadFile && !this.isEdit) {
+            this.$modal.msgWarning('请选择要上传的文件')
+            return
+          }
+
           // 处理共享设置
           this.form.shareEnabled = this.shareEnabled ? 1 : 0
           // 转换 shareDeptIdList 数组为 shareDeptIds 逗号分隔字符串
-          this.form.shareDeptIds = this.form.shareDeptIdList.join(',')
+          this.form.shareDeptIds = this.shareDeptList.join(',')
+          // 转换选中的标签为逗号分隔字符串
+          this.form.groupTags = this.selectedTags.join(',')
+          // 转换网格ID数组为逗号分隔字符串
+          this.form.regionGridIds = this.form.regionGridIds.join(',')
+          this.form.drawGridIds = this.form.drawGridIds.join(',')
 
-          // 根据创建方式处理提交数据
-          if (this.form.createMode === '1') {
-            this.handleTemplateSubmit()
+          this.submitting = true
+
+          // 构建表单数据
+          const formData = new FormData()
+          formData.append('dto', JSON.stringify(this.form))
+          if (this.uploadFile) {
+            formData.append('file', this.uploadFile)
+          }
+
+          if (this.isEdit) {
+            // 编辑模式
+            updateCustGroupByTemplate(formData).then(response => {
+              this.submitting = false
+              if (response.msg === '客群更新成功') {
+                // 没有上传文件，直接更新成功
+                this.$modal.msgSuccess('客群更新成功')
+                this.$emit('submit', { id: this.form.id, refresh: true })
+              } else {
+                // 有上传文件，后台正在处理
+                this.$modal.msgSuccess('客群更新任务已提交，后台正在处理')
+                this.keepPollingOnClose = true
+                this.startPollingStatus(this.form.id)
+              }
+              this.handleClose()
+            }).catch(() => {
+              this.submitting = false
+            })
           } else {
-            this.handleGridSubmit()
+            // 新增模式
+            createCustGroupByTemplate(formData).then(response => {
+              const groupId = response && response.data ? response.data : null
+              if (!groupId) {
+                this.$modal.msgError('客群创建成功但未获取到任务ID，请稍后在列表中查看状态')
+                this.submitting = false
+                this.handleClose()
+                return
+              }
+              this.$modal.msgSuccess('客群创建任务已提交，后台正在处理')
+              this.submitting = false
+              this.keepPollingOnClose = true
+              this.startPollingStatus(groupId)
+              this.handleClose()
+            }).catch(() => {
+              this.submitting = false
+            })
           }
         }
       })
     },
 
-    /** 模板导入提交 */
-    handleTemplateSubmit() {
-      if (!this.uploadFile && !this.isEdit) {
-        this.$modal.msgWarning('请选择要上传的文件')
-        return
-      }
-
-      this.submitting = true
-
-      // 构建表单数据
-      const formData = new FormData()
-      formData.append('dto', JSON.stringify(this.form))
-      if (this.uploadFile) {
-        formData.append('file', this.uploadFile)
-      }
-
-      if (this.isEdit) {
-        // 编辑模式：重新导入模板文件
-        updateCustGroupByTemplate(formData).then(response => {
-          this.$modal.msgSuccess('客群更新中，请稍后刷新查看')
-          this.submitting = false
-          this.$emit('submit', { id: this.form.id })
-          this.handleClose()
-        }).catch(() => {
-          this.submitting = false
-        })
-      } else {
-        // 新增模式
-        createCustGroupByTemplate(formData).then(response => {
-          this.$modal.msgSuccess('客群创建中，请稍后刷新查看')
-          this.submitting = false
-          this.$emit('submit', { id: response.data })
-          this.handleClose()
-        }).catch(() => {
-          this.submitting = false
-        })
-      }
-    },
-
-    /** 网格导入提交 */
-    handleGridSubmit() {
-      this.submitting = true
-
-      // 构建提交数据
-      const submitData = {
-        custGroup: { ...this.form },
-        gridType: this.form.createMode === '2' ? '0' : this.form.createMode === '3' ? '1' : '2',
-        cmpmBizType: this.gridForm.cmpmBizType,
-        userNames: this.gridForm.userNames,
-        regionGridIds: this.gridForm.regionGridIds,
-        drawGridIds: this.gridForm.drawGridIds
-      }
-
-      if (this.isEdit) {
-        // 编辑模式：重新导入网格
-        updateCustGroupByGrid(submitData).then(response => {
-          // 使用后端返回的消息
-          const msg = response.msg || '客群更新成功'
-          if (msg.includes('更新中')) {
-            this.$modal.msgSuccess('客群更新中，请稍后刷新查看')
-          } else {
-            this.$modal.msgSuccess(msg)
-          }
-          this.submitting = false
-          this.$emit('submit', { id: this.form.id })
-          this.handleClose()
-        }).catch(() => {
-          this.submitting = false
-        })
-      } else {
-        // 新增模式
-        createCustGroupByGrid(submitData).then(response => {
-          this.$modal.msgSuccess('客群创建中，请稍后刷新查看')
-          this.submitting = false
-          this.$emit('submit', { id: response.data })
-          this.handleClose()
-        }).catch(() => {
-          this.submitting = false
-        })
-      }
-    },
-
     /** 关闭弹窗 */
     handleClose() {
       this.$emit('update:visible', false)
       this.resetForm()
     },
 
+    /** 开始轮询创建状态 */
+    startPollingStatus(groupId) {
+      if (!groupId || groupId === 'undefined' || groupId === 'null') {
+        return
+      }
+      this.clearPollTimer()
+      // 每30秒轮询一次
+      this.pollTimer = setInterval(() => {
+        getCreateStatus(groupId).then(res => {
+          const status = res.data
+          if (status === '1') {
+            // 创建成功
+            this.clearPollTimer()
+            this.keepPollingOnClose = false
+            window.dispatchEvent(new Event('notice-center-refresh'))
+            this.$modal.msgSuccess('客群导入完成')
+            this.$emit('submit', { id: groupId, refresh: true })
+          } else if (status === '2') {
+            // 创建失败
+            this.clearPollTimer()
+            this.keepPollingOnClose = false
+            window.dispatchEvent(new Event('notice-center-refresh'))
+            this.$modal.msgError('客群导入失败，请查看消息中心了解详情')
+          }
+        }).catch(() => {
+          // 查询失败，继续轮询
+        })
+      }, 30000)
+    },
+
+    /** 清除轮询定时器 */
+    clearPollTimer() {
+      if (this.pollTimer) {
+        clearInterval(this.pollTimer)
+        this.pollTimer = null
+      }
+    },
+
     /** 重置表单 */
     resetForm() {
+      if (!this.keepPollingOnClose) {
+        this.clearPollTimer()
+      }
       this.form = {
         id: null,
         groupName: null,
         groupMode: '0',
-        createMode: '1',
+        groupType: '0',
         groupStatus: '0',
+        gridType: '0',
+        regionGridIds: [],
+        drawGridIds: [],
         shareEnabled: 0,
         shareDeptIdList: [],
         remark: null,
         validTime: null
       }
       this.shareEnabled = false
-      this.gridForm = {
-        gridType: '0',
-        cmpmBizType: null,
-        userNames: [],
-        regionGridIds: [],
-        drawGridIds: []
-      }
+      this.shareDeptList = []
+      this.tagInput = ''
+      this.selectedTags = []
       this.uploadFile = null
       if (this.$refs.upload) {
         this.$refs.upload.clearFiles()
@@ -677,4 +709,31 @@ export default {
   line-height: 1.5;
   margin-top: 5px;
 }
+
+.tag-input-wrapper {
+  display: flex;
+  align-items: center;
+}
+
+.tag-list,
+.selected-tags {
+  margin-top: 10px;
+  padding: 10px;
+  background-color: #f5f7fa;
+  border-radius: 4px;
+}
+
+.tag-label {
+  display: block;
+  font-size: 12px;
+  color: #909399;
+  margin-bottom: 8px;
+}
+</style>
+
+<style>
+/* 解决弹窗内下拉框被遮挡的问题 */
+.dept-select-popper {
+  z-index: 9999 !important;
+}
 </style>

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

@@ -36,18 +36,55 @@
     <div class="main_table">
       <el-table v-loading="loading" :data="memberList">
         <el-table-column label="序号" type="index" width="60" align="center" :index="indexMethod" />
-        <el-table-column label="客户类型" align="center" width="100">
+        <el-table-column label="存量状态" align="center" width="90">
+          <template slot-scope="scope">
+            <el-tag v-if="scope.row.isExisting" size="small" type="success">存量</el-tag>
+            <el-tag v-else size="small" type="danger">非存量</el-tag>
+          </template>
+        </el-table-column>
+        <el-table-column label="客户类型" align="center" width="80">
           <template slot-scope="scope">
             <el-tag v-if="scope.row.custType === '0'" size="small">个人</el-tag>
             <el-tag v-else-if="scope.row.custType === '1'" size="small" type="warning">商户</el-tag>
             <el-tag v-else-if="scope.row.custType === '2'" size="small" type="success">企业</el-tag>
           </template>
         </el-table-column>
-        <el-table-column label="客户号" prop="custId" width="150" />
-        <el-table-column label="客户姓名" prop="custName" width="120" />
+        <el-table-column label="客户号" prop="custId" width="150">
+          <template slot-scope="scope">
+            <el-button type="text" @click="handleCustClick(scope.row)">{{ scope.row.custId }}</el-button>
+          </template>
+        </el-table-column>
+        <el-table-column label="客户姓名" prop="custName" width="120">
+          <template slot-scope="scope">
+            <el-button type="text" @click="handleCustClick(scope.row)">{{ scope.row.custName || '-' }}</el-button>
+          </template>
+        </el-table-column>
         <el-table-column label="身份证号" prop="custIdc" show-overflow-tooltip />
         <el-table-column label="统信码" prop="socialCreditCode" show-overflow-tooltip />
+        <el-table-column label="客户经理" prop="nickName" width="100">
+          <template slot-scope="scope">
+            <span v-if="scope.row.nickName">{{ scope.row.nickName }}</span>
+            <span v-else class="text-muted">-</span>
+          </template>
+        </el-table-column>
+        <el-table-column label="所属网点" prop="outletName" width="150">
+          <template slot-scope="scope">
+            <span v-if="scope.row.outletName">{{ scope.row.outletName }}</span>
+            <span v-else class="text-muted">-</span>
+          </template>
+        </el-table-column>
+        <el-table-column label="所属支行" prop="branchName" width="150">
+          <template slot-scope="scope">
+            <span v-if="scope.row.branchName">{{ scope.row.branchName }}</span>
+            <span v-else class="text-muted">-</span>
+          </template>
+        </el-table-column>
         <el-table-column label="添加时间" prop="createTime" width="180" />
+        <el-table-column v-if="isMineView" label="操作" align="center" width="80" fixed="right">
+          <template slot-scope="scope">
+            <el-button type="text" size="mini" @click="handleRemove(scope.row)">移除</el-button>
+          </template>
+        </el-table-column>
       </el-table>
 
       <!-- 分页 -->
@@ -63,7 +100,8 @@
 </template>
 
 <script>
-import { listCustGroupMembers } from '@/api/group/custGroup'
+import { listCustGroupMembers, removeMembers } from '@/api/group/custGroup'
+import { mapGetters } from 'vuex'
 
 export default {
   name: 'CustGroupDetail',
@@ -71,6 +109,7 @@ export default {
     return {
       loading: false,
       groupId: null,
+      viewType: 'mine',
       memberList: [],
       total: 0,
       queryParams: {
@@ -81,8 +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.$route.query.groupId
+    this.viewType = this.resolveViewType(this.$route.query.viewType)
     if (this.groupId) {
       this.getList()
     } else {
@@ -90,16 +149,14 @@ export default {
       this.goBack()
     }
   },
-  watch: {
-    '$route.query.groupId'(newGroupId) {
-      if (newGroupId && newGroupId !== this.groupId) {
-        this.groupId = newGroupId
-        this.queryParams.pageNum = 1
-        this.getList()
-      }
-    }
-  },
   methods: {
+    resolveViewType(viewType) {
+      if (!this.isHeadCustGroupAdmin) {
+        return 'sharedToMe'
+      }
+      return viewType === 'sharedToMe' ? 'sharedToMe' : 'mine'
+    },
+
     /** 查询客户列表 */
     getList(param) {
       if (param) {
@@ -128,9 +185,64 @@ export default {
       this.handleQuery()
     },
 
+    handleRemove(row) {
+      this.$modal.confirm(`确认移除客户“${row.custName || row.custId}”吗？移除后后续动态更新不会再加入客群。`).then(() => {
+        return removeMembers(this.groupId, [row.id])
+      }).then(() => {
+        this.$modal.msgSuccess('移除成功')
+        if (this.memberList.length === 1 && this.queryParams.pageNum > 1) {
+          this.queryParams.pageNum -= 1
+        }
+        this.getList()
+      }).catch(() => {})
+    },
+
     /** 返回 */
     goBack() {
-      this.$router.push({ path: '/group/custGroup' })
+      const fromPerformance = this.$route.query.fromPerformance
+      if (fromPerformance === '1') {
+        this.$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.$router.back()
+      } else {
+        this.$router.push({
+          path: '/group/custGroup',
+          query: {
+            tab: this.resolveViewType(this.viewType),
+            refresh: Date.now()
+          }
+        })
+      }
+    },
+
+    /** 点击客户号/姓名跳转360视图 */
+    handleCustClick(row) {
+      const custType = row.custType
+      let path = ''
+      if (custType === '0') {
+        // 个人客户
+        path = '/360charts/indexcharts'
+      } else if (custType === '1') {
+        // 商户
+        path = '/360charts/commercial/'
+      } else if (custType === '2') {
+        // 企业
+        path = '/360charts/firm/'
+      }
+      this.$router.push({
+        path: path,
+        query: {
+          custId: row.custId,
+          selectedTab: custType,
+          backUrl: '/group/custGroup'
+        }
+      })
     },
 
     /** 序号计算方法 */
@@ -183,5 +295,9 @@ export default {
       margin-top: 15px;
     }
   }
+
+  .text-muted {
+    color: #909399;
+  }
 }
 </style>

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

@@ -1,8 +1,32 @@
 <template>
   <div class="customer-wrap">
-    <!-- 搜索区域 -->
-    <div class="search-area" v-show="showSearch">
-      <el-form :model="queryParams" ref="queryForm" size="small" :inline="true" label-width="80px">
+    <div class="nav_box">
+      <el-radio-group v-model="activeTab" class="header-radio" @input="handleTabChange">
+        <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>
+
+    <div v-show="showSearch" class="search-area">
+      <el-form
+        ref="queryForm"
+        :model="queryParams"
+        size="small"
+        :inline="true"
+        label-width="80px"
+      >
         <el-form-item label="客群名称" prop="groupName">
           <el-input
             v-model="queryParams.groupName"
@@ -13,79 +37,151 @@
           />
         </el-form-item>
         <el-form-item label="客群模式" prop="groupMode">
-          <el-select v-model="queryParams.groupMode" placeholder="请选择" clearable style="width: 150px">
+          <el-select
+            v-model="queryParams.groupMode"
+            placeholder="请选择"
+            clearable
+            style="width: 150px"
+          >
             <el-option label="静态" value="0" />
             <el-option label="动态" value="1" />
           </el-select>
         </el-form-item>
-        <el-form-item label="创建方式" prop="createMode">
-          <el-select v-model="queryParams.createMode" placeholder="请选择" clearable style="width: 150px">
-            <el-option label="模板导入" value="1" />
-            <el-option label="绩效网格" value="2" />
-            <el-option label="地理网格" value="3" />
-            <el-option label="绘制网格" value="4" />
-          </el-select>
-        </el-form-item>
         <el-form-item label="客群状态" prop="groupStatus">
-          <el-select v-model="queryParams.groupStatus" placeholder="请选择" clearable style="width: 150px">
+          <el-select
+            v-model="queryParams.groupStatus"
+            placeholder="请选择"
+            clearable
+            style="width: 150px"
+          >
             <el-option label="正常" value="0" />
             <el-option label="已禁用" value="1" />
           </el-select>
         </el-form-item>
+        <el-form-item label="客群标签" prop="groupTags">
+          <el-select
+            v-model="queryParams.groupTags"
+            placeholder="请选择"
+            clearable
+            filterable
+            style="width: 150px"
+          >
+            <el-option
+              v-for="tag in allTags"
+              :key="tag"
+              :label="tag"
+              :value="tag"
+            />
+          </el-select>
+        </el-form-item>
         <el-form-item>
-          <el-button type="primary" icon="el-icon-search" size="small" @click="handleQuery">搜索</el-button>
-          <el-button icon="el-icon-refresh" size="small" @click="resetQuery">重置</el-button>
+          <el-button type="primary" icon="el-icon-search" size="small" @click="handleQuery">
+            搜索
+          </el-button>
+          <el-button icon="el-icon-refresh" size="small" @click="resetQuery">
+            重置
+          </el-button>
         </el-form-item>
       </el-form>
     </div>
 
-    <!-- 操作栏 -->
     <section class="operate-cnt">
       <div class="operate-left">
-        <el-button type="primary" icon="el-icon-plus" size="small" @click="handleAdd">新增</el-button>
-        <el-button type="danger" icon="el-icon-delete" size="small" :disabled="multiple" @click="handleDelete">删除</el-button>
+        <template v-if="isMineTab">
+          <el-button type="primary" icon="el-icon-plus" size="small" @click="handleAdd">
+            新增
+          </el-button>
+          <el-button
+            type="danger"
+            icon="el-icon-delete"
+            size="small"
+            :disabled="multiple"
+            @click="handleDelete"
+          >
+            删除
+          </el-button>
+        </template>
       </div>
-      <right-toolbar :showSearch.sync="showSearch" @queryTable="getList"></right-toolbar>
+      <right-toolbar :showSearch.sync="showSearch" @queryTable="getList" />
     </section>
 
-    <!-- 表格区域 -->
     <div class="main_table">
-      <el-table v-loading="loading" :data="groupList" @selection-change="handleSelectionChange" style="width: 100%" max-height="625">
-        <el-table-column type="selection" width="55" align="center" />
-        <el-table-column label="客群名称" prop="groupName" min-width="180" show-overflow-tooltip />
-        <el-table-column label="客群模式" align="center" width="100">
+      <el-table
+        v-loading="loading"
+        :data="groupList"
+        style="width: 100%"
+        max-height="625"
+        @selection-change="handleSelectionChange"
+      >
+        <el-table-column
+          v-if="isMineTab"
+          type="selection"
+          width="55"
+          align="center"
+        />
+        <el-table-column label="客群名称" prop="groupName" width="120" show-overflow-tooltip />
+        <el-table-column label="客群模式" align="center" width="120">
           <template slot-scope="scope">
             <el-tag v-if="scope.row.groupMode === '0'" type="info" size="small">静态</el-tag>
             <el-tag v-else-if="scope.row.groupMode === '1'" type="success" size="small">动态</el-tag>
           </template>
         </el-table-column>
-        <el-table-column label="创建方式" align="center" width="120">
-          <template slot-scope="scope">
-            <span v-if="scope.row.createMode === '1'">模板导入</span>
-            <span v-else-if="scope.row.createMode === '2'">绩效网格</span>
-            <span v-else-if="scope.row.createMode === '3'">地理网格</span>
-            <span v-else-if="scope.row.createMode === '4'">绘制网格</span>
-          </template>
-        </el-table-column>
-        <el-table-column label="客户数量" align="center" prop="custCount" width="100" />
-        <el-table-column label="客群状态" align="center" width="100">
+        <el-table-column label="客户数量" align="center" prop="custCount" width="120" />
+        <el-table-column label="客群状态" align="center" width="120">
           <template slot-scope="scope">
             <el-tag v-if="scope.row.groupStatus === '0'" type="success" size="small">正常</el-tag>
             <el-tag v-else-if="scope.row.groupStatus === '1'" type="danger" size="small">已禁用</el-tag>
           </template>
         </el-table-column>
+        <el-table-column label="客群标签" min-width="150">
+          <template slot-scope="scope">
+            <template v-if="scope.row.groupTags">
+              <el-tag
+                v-for="tag in scope.row.groupTags.split(',')"
+                :key="tag"
+                size="small"
+                style="margin-right: 5px; margin-bottom: 3px"
+              >
+                {{ tag.trim() }}
+              </el-tag>
+            </template>
+          </template>
+        </el-table-column>
         <el-table-column label="创建者" prop="nickName" width="120" show-overflow-tooltip />
         <el-table-column label="创建时间" prop="createTime" width="180" />
-        <el-table-column label="操作" align="center" width="180" fixed="right">
+        <el-table-column label="备注" prop="remark" min-width="150" show-overflow-tooltip />
+        <el-table-column label="操作" align="center" width="200" fixed="right">
           <template slot-scope="scope">
-            <el-button size="mini" type="text" icon="el-icon-view" @click="handleView(scope.row)">查看</el-button>
-            <el-button size="mini" type="text" icon="el-icon-edit" @click="handleUpdate(scope.row)">编辑</el-button>
-            <el-button size="mini" type="text" icon="el-icon-delete" @click="handleDelete(scope.row)">删除</el-button>
+            <el-button
+              size="mini"
+              type="text"
+              icon="el-icon-view"
+              @click="handleView(scope.row)"
+            >
+              查看
+            </el-button>
+            <template v-if="isMineTab">
+              <el-button
+                size="mini"
+                type="text"
+                icon="el-icon-edit"
+                @click="handleUpdate(scope.row)"
+              >
+                编辑
+              </el-button>
+              <el-button
+                size="mini"
+                type="text"
+                icon="el-icon-delete"
+                @click="handleDelete(scope.row)"
+              >
+                删除
+              </el-button>
+            </template>
           </template>
         </el-table-column>
       </el-table>
 
-      <!-- 分页 -->
       <pagination
         v-show="total > 0"
         :total="total"
@@ -95,7 +191,6 @@
       />
     </div>
 
-    <!-- 创建/编辑客群弹窗 -->
     <create-dialog
       :visible.sync="dialogVisible"
       :group-data="form"
@@ -106,7 +201,8 @@
 </template>
 
 <script>
-import { listCustGroup, getCustGroup, deleteCustGroup } from '@/api/group/custGroup'
+import { listCustGroup, getCustGroup, deleteCustGroup, getAllGroupTags } from '@/api/group/custGroup'
+import { mapGetters } from 'vuex'
 import CreateDialog from './components/create-dialog'
 
 export default {
@@ -114,44 +210,92 @@ export default {
   components: { CreateDialog },
   data() {
     return {
-      // 加载状态
       loading: false,
-      // 显示搜索
       showSearch: true,
-      // 选中ID数组
+      activeTab: 'mine',
       ids: [],
-      // 非单个禁用
       single: true,
-      // 非多个禁用
       multiple: true,
-      // 总条数
       total: 0,
-      // 客群列表
       groupList: [],
-      // 弹窗显示
       dialogVisible: false,
-      // 是否编辑
       isEdit: false,
-      // 表单数据
       form: {},
-      // 查询参数
+      refreshTimer: null,
       queryParams: {
         pageNum: 1,
         pageSize: 10,
         groupName: null,
         groupMode: null,
-        createMode: null,
-        groupStatus: null
-      }
+        groupStatus: null,
+        groupTags: null,
+        viewType: 'mine'
+      },
+      // 所有标签列表
+      allTags: []
+    }
+  },
+  computed: {
+    ...mapGetters(['roles']),
+    isHeadCustGroupAdmin() {
+      return ['headAdmin', 'headPublic', 'headPrivate', 'headOps'].some(role => this.roles.includes(role))
+    },
+    isMineTab() {
+      return this.activeTab === 'mine'
     }
   },
   created() {
+    this.activeTab = this.resolveTab(this.$route.query.tab)
     this.getList()
+    this.loadAllTags()
+  },
+  watch: {
+    '$route.query.refresh'() {
+      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: {
-    /** 查询客群列表 */
+    resolveTab(tab) {
+      if (!this.isHeadCustGroupAdmin) {
+        return 'sharedToMe'
+      }
+      return tab === 'sharedToMe' ? 'sharedToMe' : 'mine'
+    },
+
+    clearRefreshTimer() {
+      if (this.refreshTimer) {
+        clearTimeout(this.refreshTimer)
+        this.refreshTimer = null
+      }
+    },
+
+    refreshList(delay = 0) {
+      this.clearRefreshTimer()
+      if (delay > 0) {
+        this.refreshTimer = setTimeout(() => {
+          this.getList()
+          this.refreshTimer = null
+        }, delay)
+        return
+      }
+      this.getList()
+    },
+
     getList() {
       this.loading = true
+      this.activeTab = this.resolveTab(this.activeTab)
+      this.queryParams.viewType = this.activeTab
       listCustGroup(this.queryParams).then(response => {
         this.groupList = response.rows
         this.total = response.total
@@ -161,33 +305,56 @@ export default {
       })
     },
 
-    /** 搜索按钮操作 */
+    /** 加载所有标签列表 */
+    loadAllTags() {
+      getAllGroupTags().then(response => {
+        this.allTags = response.data || []
+      }).catch(() => {
+        this.allTags = []
+      })
+    },
+
+    handleTabChange() {
+      this.activeTab = this.resolveTab(this.activeTab)
+      this.ids = []
+      this.single = true
+      this.multiple = true
+      this.queryParams.pageNum = 1
+      this.queryParams.viewType = this.activeTab
+      this.getList()
+    },
+
     handleQuery() {
       this.queryParams.pageNum = 1
       this.getList()
     },
 
-    /** 重置按钮操作 */
     resetQuery() {
       this.resetForm('queryForm')
+      this.queryParams.pageNum = 1
+      this.queryParams.pageSize = 10
+      this.queryParams.viewType = this.activeTab
       this.handleQuery()
     },
 
-    /** 多选框选中数据 */
     handleSelectionChange(selection) {
+      if (!this.isMineTab) {
+        this.ids = []
+        this.single = true
+        this.multiple = true
+        return
+      }
       this.ids = selection.map(item => item.id)
       this.single = selection.length !== 1
       this.multiple = !selection.length
     },
 
-    /** 新增按钮操作 */
     handleAdd() {
       this.reset()
       this.isEdit = false
       this.dialogVisible = true
     },
 
-    /** 修改按钮操作 */
     handleUpdate(row) {
       this.reset()
       const id = row.id || this.ids[0]
@@ -198,38 +365,40 @@ export default {
       })
     },
 
-    /** 查看按钮操作 */
     handleView(row) {
       this.$router.push({
         path: '/group/custGroup/detail',
-        query: { groupId: row.id }
+        query: { groupId: row.id, viewType: this.resolveTab(this.activeTab) }
       })
     },
 
-    /** 删除按钮操作 */
     handleDelete(row) {
       const ids = row.id ? [row.id] : this.ids
       this.$modal.confirm('是否确认删除选中的客群？').then(() => {
         return deleteCustGroup(ids)
       }).then(() => {
-        this.getList()
+        if (this.groupList.length <= ids.length && this.queryParams.pageNum > 1) {
+          this.queryParams.pageNum -= 1
+        }
+        this.ids = []
+        this.single = true
+        this.multiple = true
+        this.refreshList()
         this.$modal.msgSuccess('删除成功')
       }).catch(() => {})
     },
 
-    /** 提交表单 */
     handleSubmit() {
       this.dialogVisible = false
-      this.getList()
+      this.queryParams.pageNum = 1
+      this.refreshList(800)
     },
 
-    /** 表单重置 */
     reset() {
       this.form = {
         id: null,
         groupName: null,
         groupMode: '0',
-        createMode: null,
         groupStatus: '0',
         shareEnabled: 0,
         shareDeptIdList: [],
@@ -247,7 +416,78 @@ export default {
   overflow: hidden;
   box-shadow: 0 3px 8px 0 #00000017;
   border-radius: 16px 16px 0 0;
-  padding: 24px 30px;
+  padding: 0 30px 24px;
+
+  .nav_box {
+    overflow: hidden;
+    margin: 0 -30px 8px;
+    border-radius: 16px 16px 0 0;
+
+    .header-radio {
+      display: flex;
+      align-items: center;
+      justify-content: space-between;
+      border-bottom: 1px solid #ebebeb;
+
+      .btn-disabled {
+        ::v-deep .el-radio-button__inner {
+          background-color: #e7e7e7;
+          color: #999999;
+          cursor: not-allowed;
+        }
+      }
+
+      .el-radio-button {
+        flex: 1;
+
+        ::v-deep .el-radio-button__inner {
+          width: 100%;
+          border: none;
+          font-weight: 400;
+          letter-spacing: 0.44px;
+          line-height: 25px;
+          font-size: 16px;
+          color: #666666;
+          padding: 11px 0 12px 0;
+          border-radius: 0;
+          box-shadow: none;
+        }
+
+        ::v-deep .el-radio-button__orig-radio:checked + .el-radio-button__inner {
+          background-color: #4886f8;
+          font-weight: 400;
+          color: #ffffff;
+          border-bottom-left-radius: 0;
+          border-bottom-right-radius: 0;
+        }
+
+        &:nth-child(2) {
+          &::before,
+          &::after {
+            content: '';
+            position: absolute;
+            top: 50%;
+            transform: translateY(-50%);
+            height: 21px;
+            width: 1px;
+            background: #ebebeb;
+            z-index: 1;
+          }
+
+          &::after {
+            right: 1px;
+          }
+        }
+
+        &.is-active {
+          &::before,
+          &::after {
+            content: none;
+          }
+        }
+      }
+    }
+  }
 
   .search-area {
     padding: 16px 0;
@@ -272,6 +512,7 @@ export default {
     .operate-left {
       display: flex;
       gap: 8px;
+      min-height: 32px;
     }
 
     .el-button {

ruoyi-ui/src/views/group/performance/custom/index.vue

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

ruoyi-ui/src/views/group/performance/list/index.vue

@@ -0,0 +1,294 @@
+<template>
+  <div class="customer-wrap">
+    <el-radio-group
+      v-model="selectedTab"
+      class="header-radio"
+      @input="handleTabChange"
+    >
+      <el-radio-button
+        label="1"
+        :disabled="isPublic"
+        :class="{ 'btn-disabled': isPublic }"
+      >零售部</el-radio-button>
+      <el-radio-button
+        label="2"
+        :disabled="isPrivate"
+        :class="{ 'btn-disabled': isPrivate }"
+      >公司部</el-radio-button>
+    </el-radio-group>
+
+    <div class="content-box">
+      <div class="form-box">
+        <el-form ref="searchForm" :model="searchForm">
+          <el-row>
+            <el-col :span="6">
+              <el-form-item label="客群名称" prop="groupName" label-width="80px">
+                <el-input
+                  v-model="searchForm.groupName"
+                  clearable
+                  @keyup.enter.native="handleSearch"
+                  @clear="handleSearch"
+                />
+              </el-form-item>
+            </el-col>
+            <el-col :span="5">
+              <el-form-item label="统计日期" prop="dt" label-width="80px">
+                <el-date-picker
+                  v-model="searchForm.dt"
+                  type="date"
+                  value-format="yyyy-MM-dd"
+                  :clearable="false"
+                  :picker-options="pickerOptions"
+                  @change="handleSearch"
+                />
+              </el-form-item>
+            </el-col>
+            <el-col :span="4" style="text-align: right">
+              <el-button type="primary" @click="handleSearch">查询</el-button>
+              <el-button @click="handleReset">重置</el-button>
+            </el-col>
+          </el-row>
+        </el-form>
+      </div>
+
+      <div>
+        <el-button type="primary" @click="handleDownload">导出</el-button>
+      </div>
+
+      <div class="main_table">
+        <el-table
+          :key="tableKey"
+          v-loading="loading"
+          :data="tableData"
+          style="width: 100%"
+          max-height="650"
+        >
+          <el-table-column
+            v-for="(item, index) in tableColumns"
+            :key="index"
+            align="center"
+            :prop="item.prop"
+            :label="item.label"
+            show-overflow-tooltip
+            :width="item.width || 120"
+          >
+            <template slot-scope="scope">
+              <span v-if="item.dict">{{ item.dict[scope.row[item.prop]] || '-' }}</span>
+              <span v-else>{{ scope.row[item.prop] || '-' }}</span>
+            </template>
+          </el-table-column>
+          <el-table-column align="center" label="操作" width="100" fixed="right">
+            <template slot-scope="scope">
+              <el-button type="text" @click="handleView(scope.row)">客户明细</el-button>
+            </template>
+          </el-table-column>
+        </el-table>
+        <el-pagination
+          :page-sizes="[10, 20, 30, 40]"
+          :page-size="pageSize"
+          layout="->,total,prev,pager,next,sizes"
+          :total="total"
+          :current-page="pageNum"
+          @size-change="handleSizeChange"
+          @current-change="handleCurrentChange"
+        />
+      </div>
+    </div>
+  </div>
+</template>
+
+<script>
+import {
+  getGroupPerformanceLsList,
+  getGroupPerformanceGsList,
+  exportGroupPerformanceLs,
+  exportGroupPerformanceGs
+} from '@/api/group/performance';
+import { retailColumns, publicColumns } from './list';
+import { mapGetters } from 'vuex';
+import { downloadFiles } from '@/utils';
+
+export default {
+  name: 'GroupPerformanceList',
+  data() {
+    return {
+      pickerOptions: {
+        disabledDate(time) {
+          const today = new Date();
+          today.setHours(0, 0, 0, 0);
+          return time.getTime() >= today.getTime();
+        }
+      },
+      selectedTab: '1',
+      loading: false,
+      tableData: [],
+      total: 0,
+      pageSize: 10,
+      pageNum: 1,
+      tableColumns: [],
+      tableKey: 'group-performance-1',
+      searchForm: {
+        groupName: '',
+        dt: ''
+      }
+    };
+  },
+  computed: {
+    ...mapGetters(['roles']),
+    isPublic() {
+      return this.roles.includes('headPublic');
+    },
+    isPrivate() {
+      return this.roles.includes('headPrivate');
+    }
+  },
+  created() {
+    const date = new Date();
+    date.setDate(date.getDate() - 1);
+    const year = date.getFullYear();
+    const month = String(date.getMonth() + 1).padStart(2, '0');
+    const day = String(date.getDate()).padStart(2, '0');
+    this.searchForm.dt = `${year}-${month}-${day}`;
+    if (this.isPublic) {
+      this.selectedTab = '2';
+    } else if (this.isPrivate) {
+      this.selectedTab = '1';
+    }
+    this.updateColumns();
+    this.getList();
+  },
+  methods: {
+    updateColumns() {
+      this.tableColumns = this.selectedTab === '1' ? retailColumns : publicColumns;
+      this.tableKey = `group-performance-${this.selectedTab}`;
+    },
+    getList() {
+      this.loading = true;
+      const api = this.selectedTab === '1' ? getGroupPerformanceLsList : getGroupPerformanceGsList;
+      api({
+        ...this.searchForm,
+        pageNum: this.pageNum,
+        pageSize: this.pageSize
+      }).then(res => {
+        this.tableData = res.rows;
+        this.total = res.total;
+        this.loading = false;
+      }).catch(() => {
+        this.loading = false;
+      });
+    },
+    handleTabChange() {
+      this.updateColumns();
+      this.pageNum = 1;
+      this.getList();
+    },
+    handleSearch() {
+      this.pageNum = 1;
+      this.getList();
+    },
+    handleReset() {
+      const date = new Date();
+      date.setDate(date.getDate() - 1);
+      const year = date.getFullYear();
+      const month = String(date.getMonth() + 1).padStart(2, '0');
+      const day = String(date.getDate()).padStart(2, '0');
+      this.searchForm = {
+        groupName: '',
+        dt: `${year}-${month}-${day}`
+      };
+      this.pageNum = 1;
+      this.getList();
+    },
+    handleSizeChange(size) {
+      this.pageSize = size;
+      this.getList();
+    },
+    handleCurrentChange(page) {
+      this.pageNum = page;
+      this.getList();
+    },
+    handleView(row) {
+      this.$router.push({
+        path: '/center/groupPerformance/custom',
+        query: {
+          type: this.selectedTab,
+          dt: row.dt,
+          groupId: row.groupId,
+          groupName: row.groupName,
+          groupMode: row.groupMode
+        }
+      });
+    },
+    handleDownload() {
+      const api = this.selectedTab === '1' ? exportGroupPerformanceLs : exportGroupPerformanceGs;
+      const fileName = this.selectedTab === '1' ? '零售客群业绩汇总' : '公司客群业绩汇总';
+      api(this.searchForm).then(res => {
+        downloadFiles(res, `${fileName}_${new Date().getTime()}.xlsx`);
+      });
+    }
+  }
+};
+</script>
+
+<style lang="scss" scoped>
+.customer-wrap {
+  background-color: #ffffff;
+  overflow: hidden;
+  border-radius: 16px 16px 0 0;
+  box-shadow: 0 3px 8px 0 #00000017;
+
+  .header-radio {
+    display: flex;
+    align-items: center;
+    justify-content: space-between;
+    border-bottom: 1px solid #ebebeb;
+
+    .btn-disabled {
+      ::v-deep .el-radio-button__inner {
+        background-color: #e7e7e7;
+      }
+    }
+
+    .el-radio-button {
+      flex: 1;
+
+      ::v-deep .el-radio-button__inner {
+        width: 100%;
+        border: none;
+        font-weight: 400;
+        letter-spacing: 0.44px;
+        line-height: 25px;
+        font-size: 16px;
+        color: #666666;
+        padding: 11px 0 12px 0;
+      }
+
+      ::v-deep .el-radio-button__orig-radio:checked + .el-radio-button__inner {
+        background-color: #4886f8;
+        font-weight: 400;
+        color: #ffffff;
+        border-bottom-left-radius: 0;
+        border-bottom-right-radius: 0;
+      }
+    }
+  }
+}
+
+.content-box {
+  padding: 20px 24px 24px;
+}
+
+.main_table {
+  margin-top: 15px;
+}
+
+::v-deep .el-date-editor,
+::v-deep .el-input,
+::v-deep .el-select {
+  width: 100%;
+}
+
+::v-deep .el-pagination {
+  margin-top: 15px;
+}
+</style>

ruoyi-ui/src/views/group/performance/list/list.js

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

ruoyi-ui/src/views/taskManage/PADvisitRecord/index.vue

@@ -63,6 +63,15 @@
               @clear="handleSearch"
             />
           </el-form-item>
+          <el-form-item label="柜员号" class="staff-id-filter">
+            <el-input
+              v-model="searchForm.visId"
+              placeholder="请输入"
+              @blur="handleSearch"
+              clearable
+              @clear="handleSearch"
+            />
+          </el-form-item>
           <el-form-item label="走访时间">
             <el-date-picker
               v-model="searchForm.visTime"
@@ -211,7 +220,16 @@
           show-overflow-tooltip
           width="150px"
           v-if="columns[5].visible"
-        ></el-table-column>
+        >
+          <template slot-scope="scope">
+            <el-button
+              v-if="isPersonalFeedbackTab && getPersonalViewCustId(scope.row)"
+              type="text"
+              @click="openPersonalView(scope.row)"
+            >{{ scope.row.custName }}</el-button>
+            <span v-else>{{ scope.row.custName }}</span>
+          </template>
+        </el-table-column>
         <el-table-column
           align="left"
           prop="custIdc"
@@ -219,7 +237,16 @@
           show-overflow-tooltip
           width="200px"
           v-if="columns[6].visible && selectedTab === '0'"
-        ></el-table-column>
+        >
+          <template slot-scope="scope">
+            <el-button
+              v-if="isPersonalFeedbackTab && getPersonalViewCustId(scope.row)"
+              type="text"
+              @click="openPersonalView(scope.row)"
+            >{{ scope.row.custIdc }}</el-button>
+            <span v-else>{{ scope.row.custIdc || "-" }}</span>
+          </template>
+        </el-table-column>
         <el-table-column
           align="left"
           prop="socialCreditCode"
@@ -362,6 +389,32 @@
           width="150px"
           v-if="columns[16].visible"
         ></el-table-column>
+        <el-table-column align="left" prop="interAddr" label="实地拜访地址" show-overflow-tooltip width="180px" v-if="isPersonalFeedbackTab && columns[17].visible"></el-table-column>
+        <el-table-column align="left" prop="colStafName" label="协同走访客户经理" show-overflow-tooltip width="160px" v-if="isPersonalFeedbackTab && columns[18].visible"></el-table-column>
+        <el-table-column align="left" prop="laterNote" label="事后备注" show-overflow-tooltip width="180px" v-if="isPersonalFeedbackTab && columns[19].visible"></el-table-column>
+        <el-table-column align="left" prop="intentionProductValue" label="走访反馈" show-overflow-tooltip width="160px" v-if="isPersonalFeedbackTab && columns[20].visible"></el-table-column>
+        <el-table-column align="left" prop="feedbackStatus" label="反馈状态" show-overflow-tooltip width="120px" v-if="isPersonalFeedbackTab && columns[21].visible"></el-table-column>
+        <el-table-column align="left" prop="sourceOfInterview" label="走访来源" show-overflow-tooltip width="140px" v-if="isPersonalFeedbackTab && columns[22].visible"></el-table-column>
+        <el-table-column align="left" prop="filename" label="批量导入文件名" show-overflow-tooltip width="180px" v-if="isPersonalFeedbackTab && columns[23].visible"></el-table-column>
+        <el-table-column align="left" prop="outCallStatus" label="外呼状态" show-overflow-tooltip width="120px" v-if="isPersonalFeedbackTab && columns[24].visible"></el-table-column>
+        <el-table-column align="left" prop="outCallIntention" label="客户意愿" show-overflow-tooltip width="140px" v-if="isPersonalFeedbackTab && columns[25].visible"></el-table-column>
+        <el-table-column align="left" prop="source" label="走访渠道" show-overflow-tooltip width="120px" v-if="isPersonalFeedbackTab && columns[26].visible">
+          <template slot-scope="scope">
+            <span>{{ formatSourceLabel(scope.row.source) }}</span>
+          </template>
+        </el-table-column>
+        <el-table-column align="left" prop="analysisValue" label="nlp模型提取" show-overflow-tooltip width="140px" v-if="isPersonalFeedbackTab && columns[27].visible"></el-table-column>
+        <el-table-column align="left" prop="facility" label="预授信额度" show-overflow-tooltip width="140px" v-if="isPersonalFeedbackTab && columns[28].visible"></el-table-column>
+        <el-table-column v-if="isPersonalFeedbackTab" align="center" label="操作" fixed="right" width="100">
+          <template slot-scope="scope">
+            <el-button
+              type="text"
+              size="mini"
+              :disabled="isFeedbackCompleted(scope.row)"
+              @click="handleEditFeedback(scope.row)"
+            >反馈</el-button>
+          </template>
+        </el-table-column>
       </el-table>
       <el-pagination
         @size-change="handleSizeChange"
@@ -372,24 +425,103 @@
         :total="total"
         :current-page="pageNum"
       ></el-pagination>
+
+      <el-dialog
+        title="编辑走访反馈"
+        :visible.sync="feedbackDialogVisible"
+        width="960px"
+        custom-class="feedback-dialog"
+        append-to-body
+        @close="resetFeedbackForm"
+      >
+        <el-form ref="feedbackFormRef" :model="feedbackForm" label-width="100px" class="feedback-form">
+          <el-form-item label="走访渠道" required>
+            <el-radio-group v-model="feedbackForm.source">
+              <el-radio v-for="item in sourceOptions" :key="item.value" :label="item.value">{{ item.label }}</el-radio>
+            </el-radio-group>
+          </el-form-item>
+          <el-form-item label="走访备注">
+            <el-input
+              v-model="feedbackForm.remark"
+              type="textarea"
+              :rows="3"
+              maxlength="200"
+              show-word-limit
+            />
+          </el-form-item>
+          <el-form-item label="客户意愿" required>
+            <div class="feedback-groups">
+              <section v-for="type in feedbackTypeOptions" :key="type" class="feedback-group">
+                <div class="feedback-group__title">{{ type }}</div>
+                <el-checkbox-group v-model="feedbackForm.feedbackSelections[type]">
+                  <el-checkbox
+                    v-for="product in feedbackProductOptions"
+                    :key="`${type}-${product}`"
+                    :label="product"
+                  >
+                    {{ product }}
+                  </el-checkbox>
+                </el-checkbox-group>
+              </section>
+            </div>
+          </el-form-item>
+          <el-form-item label="走访反馈">
+            <div class="feedback-preview">{{ feedbackPreview || "-" }}</div>
+          </el-form-item>
+        </el-form>
+        <span slot="footer">
+          <el-button @click="feedbackDialogVisible = false">取消</el-button>
+          <el-button type="primary" :loading="feedbackSubmitting" @click="handleSubmitFeedback">确定</el-button>
+        </span>
+      </el-dialog>
     </div>
   </div>
 </template>
 <script>
 import { mapGetters } from "vuex";
-import { getPADVisitRecord } from "@/api/task/PADvisitRecord.js";
-import { Message } from "element-ui";
+import { getPADVisitRecord, updatePADVisitFeedback } from "@/api/task/PADvisitRecord.js";
+
+const SOURCE_OPTIONS = [
+  { label: "PAD", value: "1" },
+  { label: "企业微信", value: "2" },
+  { label: "电话", value: "4" }
+];
+const FEEDBACK_TYPE_OPTIONS = ["拒绝", "考虑", "意愿", "其他", "愿意", "现场办理"];
+const FEEDBACK_PRODUCT_OPTIONS = [
+  "丰收互联",
+  "贷款",
+  "电子社保卡签约",
+  "基金",
+  "贵金属",
+  "信用卡",
+  "医保电子凭证",
+  "社保卡",
+  "理财签约"
+];
+
+function createEmptyFeedbackSelections() {
+  return FEEDBACK_TYPE_OPTIONS.reduce((result, item) => {
+    result[item] = [];
+    return result;
+  }, {});
+}
 export default {
   data() {
     return {
       selectedTab: "0",
       tableData: [],
       Loading: false,
+      feedbackDialogVisible: false,
+      feedbackSubmitting: false,
       total: 0,
       pageSize: 10,
       pageNum: 1,
+      sourceOptions: SOURCE_OPTIONS,
+      feedbackTypeOptions: FEEDBACK_TYPE_OPTIONS,
+      feedbackProductOptions: FEEDBACK_PRODUCT_OPTIONS,
       searchForm: {
         visName: "",
+        visId: "",
         visTime: "",
         custIdc: "",
         socialCreditCode: '',
@@ -415,12 +547,30 @@ export default {
         { key: 13, label: "签到坐标", visible: true },
         { key: 14, label: "签退坐标", visible: true },
         { key: 15, label: "是否为有效客户", visible: true },
-        { key: 16, label: "走访备注", visible: true }
+        { key: 16, label: "走访备注", visible: true },
+        { key: 17, label: "实地拜访地址", visible: true },
+        { key: 18, label: "协同走访客户经理", visible: true },
+        { key: 19, label: "事后备注", visible: true },
+        { key: 20, label: "走访反馈", visible: true },
+        { key: 21, label: "反馈状态", visible: true },
+        { key: 22, label: "走访来源", visible: true },
+        { key: 23, label: "批量导入文件名", visible: true },
+        { key: 24, label: "外呼状态", visible: true },
+        { key: 25, label: "客户意愿", visible: true },
+        { key: 26, label: "走访渠道", visible: true },
+        { key: 27, label: "nlp模型提取", visible: true },
+        { key: 28, label: "预授信额度", visible: true }
       ],
       columns875: [
-        { key: 17, label: "异常走访标签", visible: true },
-        { key: 18, label: "异常走访信息", visible: true },
-      ]
+        { key: 29, label: "异常走访标签", visible: true },
+        { key: 30, label: "异常走访信息", visible: true },
+      ],
+      feedbackForm: {
+        id: null,
+        source: "",
+        remark: "",
+        feedbackSelections: createEmptyFeedbackSelections()
+      }
     };
   },
   computed: {
@@ -458,7 +608,14 @@ export default {
     },
     // 海宁
     is875() {
-      return this.userName.slice(0, 3) === '875'
+      const deptId = this.deptId === null || this.deptId === undefined ? '' : String(this.deptId)
+      return deptId.slice(0, 3) === '875'
+    },
+    isPersonalFeedbackTab() {
+      return this.is875 && this.selectedTab === '0'
+    },
+    feedbackPreview() {
+      return this.buildFeedbackValue(this.feedbackForm.feedbackSelections)
     }
   },
   created() {
@@ -482,6 +639,119 @@ export default {
     this.initVisitingTaskList();
   },
   methods: {
+    resetFeedbackForm() {
+      this.feedbackSubmitting = false;
+      this.feedbackForm = {
+        id: null,
+        source: "",
+        remark: "",
+        feedbackSelections: createEmptyFeedbackSelections()
+      };
+    },
+    parseFeedbackValue(value) {
+      const feedbackSelections = createEmptyFeedbackSelections();
+      if (!value) {
+        return feedbackSelections;
+      }
+      value.split(";").forEach((segment) => {
+        const [type, products] = segment.split(":");
+        if (!type || !feedbackSelections[type]) {
+          return;
+        }
+        feedbackSelections[type] = (products || "")
+          .split(",")
+          .map(item => item && item.trim())
+          .filter(Boolean);
+      });
+      return feedbackSelections;
+    },
+    buildFeedbackItems(feedbackSelections) {
+      return this.feedbackTypeOptions
+        .map((type) => ({
+          feedbackType: type,
+          products: (feedbackSelections[type] || []).filter(Boolean)
+        }))
+        .filter(item => item.products.length > 0);
+    },
+    buildFeedbackValue(feedbackSelections) {
+      return this.buildFeedbackItems(feedbackSelections)
+        .map(item => `${item.feedbackType}:${item.products.join(",")}`)
+        .join(";");
+    },
+    isFeedbackCompleted(row) {
+      const interRes = row && row.interRes !== null && row.interRes !== undefined ? String(row.interRes).trim() : "";
+      return interRes === "0";
+    },
+    formatSourceLabel(source) {
+      const sourceValue = source === null || source === undefined ? "" : String(source);
+      const matched = this.sourceOptions.find(item => item.value === sourceValue);
+      return matched ? matched.label : (sourceValue || "-");
+    },
+    getPersonalViewCustId(row) {
+      const custId = row && row.custId ? String(row.custId).trim() : "";
+      if (custId) {
+        return custId;
+      }
+      const custIdc = row && row.custIdc ? String(row.custIdc).trim() : "";
+      return custIdc ? `101${custIdc}` : "";
+    },
+    openPersonalView(row) {
+      if (!this.isPersonalFeedbackTab) {
+        this.$message.warning("当前机构暂无个人客户视图跳转权限");
+        return;
+      }
+      const custId = this.getPersonalViewCustId(row);
+      if (!custId) {
+        this.$message.warning("未获取到客户标识，暂时无法跳转个人视图");
+        return;
+      }
+      this.$router.push({
+        path: "/360charts/indexcharts",
+        query: {
+          custId,
+          selectedTab: this.selectedTab,
+          backUrl: this.$route.path
+        }
+      });
+    },
+    handleEditFeedback(row) {
+      if (this.isFeedbackCompleted(row)) {
+        return;
+      }
+      this.feedbackForm = {
+        id: row.id,
+        source: row.source === null || row.source === undefined ? "" : String(row.source),
+        remark: row.remark || "",
+        feedbackSelections: this.parseFeedbackValue(row.intentionProductValue)
+      };
+      this.feedbackDialogVisible = true;
+    },
+    handleSubmitFeedback() {
+      const feedbackItems = this.buildFeedbackItems(this.feedbackForm.feedbackSelections);
+      if (!this.feedbackForm.source) {
+        this.$message.warning("请选择走访渠道");
+        return;
+      }
+      if (!feedbackItems.length) {
+        this.$message.warning("请至少选择一组客户意愿和营销产品");
+        return;
+      }
+      const payload = {
+        id: this.feedbackForm.id,
+        source: this.feedbackForm.source || null,
+        remark: this.feedbackForm.remark || null,
+        feedbackItems
+      };
+      this.feedbackSubmitting = true;
+      updatePADVisitFeedback(payload).then(() => {
+        this.$message.success("保存成功");
+        this.feedbackDialogVisible = false;
+        this.resetFeedbackForm();
+        this.initVisitingTaskList();
+      }).finally(() => {
+        this.feedbackSubmitting = false;
+      });
+    },
     handleChange(val) {
       this.pageSize = 10;
       this.pageNum = 1;
@@ -492,6 +762,7 @@ export default {
         custType: this.selectedTab,
         visTime: this.searchForm.visTime,
         visName: this.searchForm.visName,
+        visId: this.searchForm.visId,
         custIdc: this.searchForm.custIdc,
         socialCreditCode: this.searchForm.socialCreditCode,
         abnormalVisitTag: this.searchForm.abnormalVisitTag,
@@ -508,7 +779,16 @@ export default {
       });
     },
     handleRefersh() {
-      this.searchForm = {};
+      this.searchForm = {
+        visName: "",
+        visId: "",
+        visTime: "",
+        custIdc: "",
+        socialCreditCode: '',
+        abnormalVisitTag: '',
+        marketingWay: '',
+        interRes: ''
+      };
       this.initVisitingTaskList();
     },
     handleSizeChange(newSize) {
@@ -523,7 +803,16 @@ export default {
       this.initVisitingTaskList();
     },
     resetFilters() {
-      this.searchForm = {};
+      this.searchForm = {
+        visName: "",
+        visId: "",
+        visTime: "",
+        custIdc: "",
+        socialCreditCode: '',
+        abnormalVisitTag: '',
+        marketingWay: '',
+        interRes: ''
+      };
       this.initVisitingTaskList();
     },
   },
@@ -565,67 +854,6 @@ export default {
   line-height: 30px;
 }
 
-.header-radio {
-  display: flex;
-  align-items: center;
-  justify-content: space-between;
-  border-bottom: 1px solid #ebebeb;
-
-  .btn-disabled {
-    ::v-deep .el-radio-button__inner {
-      background-color: #e7e7e7;
-    }
-  }
-
-  .el-radio-button {
-    flex: 1;
-
-    ::v-deep .el-radio-button__inner {
-      width: 100%;
-      border: none;
-      font-weight: 400;
-      letter-spacing: 0.44px;
-      line-height: 25px;
-      font-size: 16px;
-      color: #666666;
-      padding: 11px 0 12px 0;
-    }
-
-    ::v-deep .el-radio-button__orig-radio:checked + .el-radio-button__inner {
-      background-color: #4886f8;
-      font-weight: 400;
-      color: #ffffff;
-      border-bottom-left-radius: 0;
-      border-bottom-right-radius: 0;
-    }
-
-    &:nth-child(2) {
-      &::before,
-      &::after {
-        content: "";
-        position: absolute;
-        top: 50%;
-        transform: translateY(-50%);
-        height: 21px;
-        width: 1px;
-        background: #ebebeb;
-        z-index: 1;
-      }
-
-      &::after {
-        right: 1px;
-      }
-    }
-
-    &.is-active {
-      &::before,
-      &::after {
-        content: none;
-      }
-    }
-  }
-}
-
 .btn-disabled {
   ::v-deep .el-radio-button__inner {
     background-color: #e7e7e7;
@@ -647,7 +875,6 @@ export default {
 
   .el-radio-button {
     flex: 1;
-    border: 1px solid #ccc;
 
     ::v-deep .el-radio-button__inner {
       width: 100%;
@@ -725,6 +952,11 @@ export default {
 
 .searchForm {
   margin-top: 20px;
+
+  .staff-id-filter {
+    clear: left;
+    margin-left: 0 !important;
+  }
 }
 
 .operate-cnt {
@@ -756,6 +988,67 @@ export default {
   }
 }
 
+.feedback-form {
+  ::v-deep .el-form-item.is-required:not(.is-no-asterisk) > .el-form-item__label::before {
+    color: #f56c6c;
+    margin-right: 4px;
+  }
+
+  .feedback-groups {
+    display: flex;
+    flex-direction: column;
+    gap: 12px;
+  }
+
+  .feedback-group {
+    padding: 10px 12px;
+    border: 1px solid #ebeef5;
+    border-radius: 8px;
+    background: #fafbfc;
+  }
+
+  .feedback-group__title {
+    margin-bottom: 10px;
+    color: #303133;
+    font-weight: 600;
+  }
+
+  ::v-deep .el-checkbox-group {
+    display: flex;
+    flex-wrap: wrap;
+    gap: 6px 8px;
+  }
+
+  ::v-deep .el-checkbox {
+    margin-right: 0;
+    min-width: auto;
+    white-space: nowrap;
+  }
+
+  .feedback-preview {
+    min-height: 20px;
+    color: #606266;
+    word-break: break-all;
+  }
+}
+
+::v-deep .feedback-dialog {
+  border-radius: 18px;
+  overflow: hidden;
+
+  .el-dialog__header {
+    padding: 20px 24px 16px;
+  }
+
+  .el-dialog__body {
+    padding: 12px 24px 20px;
+  }
+
+  .el-dialog__footer {
+    padding: 10px 24px 20px;
+  }
+}
+
 .quesiton {
   color: #b9b9b9;
 }

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"
-      :visible.sync="visibleFlag"
-      width="800px"
+      title="转发预警"
+      :visible.sync="forwardVisible"
+      width="520px"
       append-to-body
-      v-if="visibleFlag"
+      v-if="forwardVisible"
     >
-      <el-form ref="dialogFormRef" :model="dialogForm" :rules="dialogFormRules" label-width="120px">
-        <el-row>
-          <el-col :span="24">
-            <el-form-item label="客户姓名" prop="custName">
-              <el-input
-                v-model="dialogForm.custName"
-                placeholder="请输入客户姓名"
-                clearable
-                style="width:100%"
-              >
-              </el-input>
-            </el-form-item>
-          </el-col>
-          <el-col :span="24">
-            <el-form-item label="客户号" prop="custId">
-              <el-input
-                v-model="dialogForm.custId"
-                placeholder="请输入客户号"
-                clearable
-                style="width:100%"
-              />
-            </el-form-item>
-          </el-col>
-        </el-row>
-        <el-row>
-          <el-col :span="24">
-            <el-form-item label="预警类型" prop="alterType">
-              <el-input
-                v-model="dialogForm.alterType"
-                placeholder="请输入预警类型"
-                clearable
-                style="width:100%"
-              >
-              </el-input>
-            </el-form-item>
-          </el-col>
-          <el-col :span="24">
-            <el-form-item label="预警详情" prop="alterDetail">
-              <el-input
-                v-model="dialogForm.alterDetail"
-                placeholder="请输入预警详情"
-                clearable
-                style="width:100%"
-              >
-              </el-input>
-            </el-form-item>
-          </el-col>
-          <el-col :span="24">
-            <el-form-item label="状态" prop="status">
-              <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 ref="forwardFormRef" :model="forwardForm" :rules="forwardRules" label-width="100px">
+        <el-form-item v-if="forwardMeta.historyOnly" label="转发方式">
+          <span>按历史推荐转发</span>
+        </el-form-item>
+        <el-form-item v-if="isBranchAdmin" label="转发类型" prop="targetType">
+          <template v-if="!forwardMeta.historyOnly">
+          <el-radio-group v-model="forwardForm.targetType">
+            <el-radio label="dept">转给网点</el-radio>
+            <el-radio label="user">转给客户经理</el-radio>
+          </el-radio-group>
+          </template>
+        </el-form-item>
+        <el-form-item v-if="!forwardMeta.historyOnly && forwardForm.targetType === 'dept'" label="目标网点" prop="deptId">
+          <el-select v-model="forwardForm.deptId" placeholder="请选择网点" style="width:100%">
+            <el-option
+              v-for="item in forwardMeta.deptOptions"
+              :key="item.targetCode"
+              :label="item.targetName"
+              :value="Number(item.targetCode)"
+            ></el-option>
+          </el-select>
+        </el-form-item>
+        <el-form-item v-else-if="!forwardMeta.historyOnly" label="客户经理" prop="userName">
+          <el-select
+            v-model="forwardForm.userName"
+            placeholder="请选择客户经理"
+            filterable
+            style="width:100%"
+          >
+            <el-option
+              v-for="item in forwardMeta.userOptions"
+              :key="item.targetCode"
+              :label="item.targetName"
+              :value="item.targetCode"
+            ></el-option>
+          </el-select>
+        </el-form-item>
+        <el-form-item
+          v-if="forwardMeta.recommendedTargetCode && !isBatchForward && !forwardMeta.historyOnly"
+          label="历史推荐"
+        >
+          <div class="recommend-row">
+            <span>{{ recommendLabel }}</span>
+            <el-button type="text" @click="applyRecommend">使用历史推荐</el-button>
+          </div>
+        </el-form-item>
+        <el-form-item v-if="forwardMeta.historyOnly && isBatchForward" label="提示">
+          <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>
       </el-form>
       <div slot="footer">
-        <el-button type="primary" @click="dialogOkfn">确 定</el-button>
-        <el-button @click="dialogCancelfn">取 消</el-button>
+        <el-button type="primary" :loading="forwardSubmitting" @click="submitForward">确 定</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: '',
-      dialogForm: {
-        custName: '',
-        custId: '',
-        alterType: '',
-        alterDetail: '',
-        status: ''
+      forwardVisible: false,
+      forwardSubmitting: false,
+      isBatchForward: false,
+      forwardMeta: {
+        deptOptions: [],
+        userOptions: [],
+        recommendedTargetType: "",
+        recommendedTargetCode: "",
+        recommendedTargetName: "",
+        historyOnly: false,
+        hasHistoryRecommend: false
       },
-      visibleFlag: false,
-      dialogFormRules: {
-        status: [{ required: true, message: "不能为空", trigger: "blur" }],
-        custName: [{ required: true, message: "不能为空", trigger: "blur" }],
-        custId: [{ required: true, message: "不能为空", trigger: "blur" }],
-        alterType: [
-          { required: true, message: "不能为空", trigger: "blur" }
-        ],
-        alterDetail: [
-          { required: true, message: "不能为空", trigger: "blur" }
-        ]
+      forwardForm: {
+        ids: [],
+        targetType: "user",
+        deptId: "",
+        userName: "",
+        useHistory: false
+      },
+      forwardRules: {
+        targetType: [{ required: true, message: "请选择转发类型", trigger: "change" }],
+        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.$message.error(response.msg || "操作失败");
@@ -349,33 +385,95 @@ export default {
       this.pageSize = val;
       this.queryListFn();
     },
-    editFn(row) {
-      this.dialogTitle = "修改";
-      this.dialogForm = row;
-      this.visibleFlag = true;
-      // this.$nextTick(() => {
-      //   this.$refs.dialogFormRef.resetFields();
-      // });
+    handleSelectionChange(rows) {
+      this.selectedRows = rows || [];
     },
-    dialogOkfn() {
-      this.$refs["dialogFormRef"].validate(valid => {
-        if (valid) {
-          warningworkRecordSubmit(this.dialogForm).then(response => {
-            if (response.code == "200") {
-              let msg = "修改成功";
-              this.$message.success(msg);
-              this.visibleFlag = false;
-              this.resetFn();
-            } else {
-              this.$message.error(response.msg || "操作失败");
-            }
-          });
+    canSelectForwardRow(row) {
+      return !!row.canForward;
+    },
+    openForwardDialog(row) {
+      const rows = row ? [row] : this.selectedRows.filter(item => item.canForward);
+      if (!rows.length) {
+        this.$message.warning("请先选择可转发的预警信息");
+        return;
+      }
+      this.isBatchForward = rows.length > 1;
+      this.forwardVisible = true;
+      this.forwardSubmitting = false;
+      this.forwardForm = {
+        ids: rows.map(item => item.id),
+        targetType: this.isBranchAdmin ? "dept" : "user",
+        deptId: "",
+        userName: "",
+        useHistory: false
+      };
+      this.forwardMeta = {
+        deptOptions: [],
+        userOptions: [],
+        recommendedTargetType: "",
+        recommendedTargetCode: "",
+        recommendedTargetName: "",
+        historyOnly: false,
+        hasHistoryRecommend: false
+      };
+      this.$nextTick(() => {
+        this.$refs.forwardFormRef && this.$refs.forwardFormRef.clearValidate();
+      });
+      getAlterForwardMeta({ ids: rows.map(item => item.id).join(",") }).then(res => {
+        if (res.code !== 200) {
+          this.$message.error(res.msg || "获取转发信息失败");
+          return;
         }
+        this.forwardMeta = res.data || this.forwardMeta;
+        this.forwardForm.useHistory = !!this.forwardMeta.historyOnly;
       });
     },
-    dialogCancelfn() {
-      this.visibleFlag = false;
+    applyRecommend() {
+      if (!this.forwardMeta.recommendedTargetCode) {
+        return;
+      }
+      if (this.forwardMeta.recommendedTargetType === "dept" && this.isOutletAdmin) {
+        return;
+      }
+      this.forwardForm.targetType = this.forwardMeta.recommendedTargetType || this.forwardForm.targetType;
+      if (this.forwardForm.targetType === "dept") {
+        this.forwardForm.deptId = Number(this.forwardMeta.recommendedTargetCode);
+        this.forwardForm.userName = "";
+      } else {
+        this.forwardForm.userName = this.forwardMeta.recommendedTargetCode;
+        this.forwardForm.deptId = "";
+      }
     },
+    submitForward() {
+      if (this.forwardMeta.historyOnly) {
+        this.forwardForm.useHistory = true;
+      }
+      if (!this.forwardMeta.historyOnly && this.forwardForm.targetType === "dept" && !this.forwardForm.deptId) {
+        this.$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>