0410-海宁预警转发+北仑客群优化+海宁aum报表导出下载

# Conflicts:
#	CLAUDE.md

.vscode/settings.json

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

CLAUDE.md

@@ -2,215 +2,186 @@
 
 This file provides guidance to Claude Code (claude.ai/code) when working with code in this repository.
 
-## 项目概述
+## Project Overview
 
-**数字支行辅助管理系统(IBS)** - 基于 若依框架 v3.8.8 的前后端分离全栈项目,专注于银行支行的网格化营销、客户管理和走访业务。
+This is a full-stack banking management system (数字支行辅助管理系统) built on the RuoYi framework v3.8.8. It provides grid-based customer relationship management, customer grouping, visit tracking, and performance statistics for banking institutions.
 
-## 常用命令
+- **Backend**: Spring Boot 2.5.14 + MyBatis + MySQL + Redis + JWT
+- **Frontend**: Vue 2.6.12 + Element UI 2.15.14
+- **Java Version**: 1.8
 
-### 后端开发
+## Architecture
 
-```bash
+### Backend Module Structure
-# Maven 打包(跳过测试)
-mvn clean package -Dmaven.test.skip=true
 
-# 运行已打包的 JAR
+The backend is a multi-module Maven project with the following modules:
-cd ruoyi-admin/target
-java -jar -Xms256m -Xmx1024m ruoyi-admin.jar
 
-# 后端服务地址
+```
-http://localhost:8080
+ruoyi/
-
+├── ruoyi-admin/         # Web entry point, main application (RuoYiApplication)
-# Swagger API 文档
+├── ruoyi-framework/     # Core framework (security, config, interceptors)
-http://localhost:8080/swagger-ui/index.html
+├── ruoyi-system/        # System management (users, roles, menus, depts)
-
+├── ruoyi-common/        # Common utilities, annotations, domain classes
-# 测试登录接口获取 token
+├── ruoyi-quartz/        # Scheduled task management
-POST /login/test?username=admin&password=admin123
+├── ruoyi-generator/     # Code generation tools
+├── ibs/                 # Main business module: grid customer management (网格营销)
+└── ibs-group/           # Customer group management module (客户分组)
 ```
 
-### 前端开发
+### Business Domain Structure
+
+Each business module (e.g., `ibs`, `ibs-group`) follows this package structure:
+
+```
+com.ruoyi.<module>/
+├── controller/          # REST controllers (handle HTTP requests)
+├── service/             # Business logic layer
+├── mapper/              # MyBatis mappers (database access)
+├── domain/
+│   ├── entity/          # Database entities
+│   ├── dto/             # Data Transfer Objects (request)
+│   └── vo/              # View Objects (response)
+└── handler/             # Custom MyBatis type handlers
+```
+
+### Frontend Structure
+
+```
+ruoyi-ui/
+├── src/
+│   ├── api/             # API request modules (organized by feature)
+│   ├── views/           # Page components
+│   ├── components/      # Reusable components
+│   ├── store/           # Vuex state management
+│   ├── router/          # Vue Router configuration
+│   ├── utils/           # Utility functions
+│   └── directive/       # Custom Vue directives
+```
+
+## Build and Run Commands
+
+### Backend (Maven)
+
+```bash
+# Clean build artifacts
+cd bin && clean.bat
+
+# Package the project (creates JAR in ruoyi-admin/target/)
+cd bin && package.bat
+
+# Run the backend server (requires packaged JAR)
+cd bin && run.bat
+
+# Or run directly with Maven from ruoyi-admin/
+mvn spring-boot:run
+
+# The main class is: com.ruoyi.RuoYiApplication
+# Default port: 8080
+```
+
+### Frontend (npm/Vue CLI)
 
 ```bash
 cd ruoyi-ui
 
-# 安装依赖
+# Development server (runs on port 80)
-npm install
-
-# 开发环境运行(端口 80,代理到 localhost:8080)
 npm run dev
 
-# 生产环境构建
+# For older Node.js versions with OpenSSL issues
+npm run dev_t
+
+# Build for production
 npm run build:prod
 
-# 代码检查
+# Build for staging
+npm run build:stage
+
+# Build for pre-production
+npm run build:pre
+
+# Lint code
 npm run lint
 ```
 
-### 数据库连接
+## Development Configuration
 
-```bash
+### Application Profiles
-# 通过 MCP MySQL 工具连接
-# 地址: 116.62.17.81:3306
-# 数据库: ibs
-# 用户名: root
-```
 
-## 核心架构
+Backend uses Spring profiles located in `ruoyi-admin/src/main/resources/`:
+- `application.yml` - Base configuration
+- `application-dev.yml` - Development environment
+- `application-uat.yml` - UAT environment
+- `application-pre.yml` - Pre-production
+- `application-pro.yml` - Production
 
-### 后端模块结构
+Active profile is set in `application.yml` (default: `dev`).
 
-```
+### Frontend API Proxy
-ruoyi-admin/          # 主入口模块,包含启动类和配置文件
-ruoyi-framework/      # 框架核心:安全配置、缓存、数据源等
-ruoyi-system/         # 系统管理:用户、角色、菜单、字典等
-ruoyi-common/         # 通用工具:工具类、注解、常量等
-ruoyi-quartz/         # 定时任务模块
-ruoyi-generator/      # 代码生成器
-ibs/                  # ★ 业务模块:数字支行核心业务 ★
-```
 
-### IBS 业务模块 (核心业务)
+The Vue dev server proxies API requests to `http://localhost:8080`:
+- Frontend dev server: `http://localhost:80`
+- API requests: `/dev-api/*` → `http://localhost:8080/*`
 
-位置: `ibs/src/main/java/com/ruoyi/ibs/`
+## Key Patterns and Conventions
 
-**主要业务包:**
+### Backend Code Patterns
 
-| 包名 | 功能 | 说明 |
+1. **Controller-Service-Mapper Layering**
-|------|------|------|
+   - Controllers handle HTTP requests/responses, use `@RestController`
-| `grid` | 网格管理 | 支行网格划分、分配、统计 |
+   - Services contain business logic, use `@Service`
-| `cmpm` | 客户经理管理 | 客户经理信息维护 |
+   - Mappers use MyBatis annotations or XML files in `resources/mapper/`
-| `list` | 客户列表管理 | 零售/商户/企业客户管理 |
-| `visit` | 走访管理 | 走访任务、记录、轨迹 |
-| `task` | 任务管理 | 营销任务分配和跟踪 |
-| `draw` | 绘图/网格绘制 | 基于百度地图的网格绘制 |
-| `custmap` | 客户地图 | 客户地理分布可视化 |
-| `dashboard` | 仪表盘 | 数据统计和展示 |
-| `datavisual` | 数据可视化 | 报表和图表 |
-| `rules` | 规则配置 | 业务规则配置 |
-| `qxhy` | 青县惠银接口 | 外部系统对接 |
-| `websocket` | WebSocket通信 | 实时通信支持 |
 
-**业务模块命名规范:**
+2. **DTO/VO Pattern**
-- 新建模块命名: `ibs` + 主要功能(如 `ibs-grid`, `ibs-customer`)
+   - DTOs (Data Transfer Objects) for incoming requests
-- Controller 放在新建模块中,不与若依框架混合
+   - VOs (View Objects) for outgoing responses
-- Entity 使用 `@Data` 注解
+   - Entities map directly to database tables
-- Service 使用 `@Resource` 注解,不继承 `ServiceImpl`
-- DAO 使用 MyBatis Plus,复杂操作在 XML 中编写 SQL
 
-### 前端结构
+3. **Security & Authentication**
+   - JWT-based authentication via `TokenService`
+   - Role-based access: `head`, `branch`, `outlet`, `manager`
+   - Use `SecurityUtils` for current user context: `SecurityUtils.getUsername()`, `SecurityUtils.getDeptId()`, `SecurityUtils.userRole()`
 
-```
+4. **Pagination**
-ruoyi-ui/src/
+   - Uses `PageHelper` for database pagination
-├── api/              # API 接口定义
+   - Controllers return `TableDataInfo` with `total` and `rows`
-├── views/            # 页面视图
-│   ├── grid/        # 网格管理相关页面
-│   ├── customer/    # 客户管理
-│   ├── taskManage/  # 任务管理
-│   ├── dashboard/   # 仪表盘
-│   └── ...
-├── components/       # 公共组件
-├── map/             # 地图相关(百度地图集成)
-├── store/           # Vuex 状态管理
-└── router/          # 路由配置
-```
 
-### 数据库表命名规范
+5. **Caching**
+   - Uses `RedisCache` for Redis operations
+   - Cache keys often follow pattern: `{module}:{feature}:{key}`
 
-- 新建表需加项目前缀: `ibs_` + 表名
+### Frontend Code Patterns
-- 示例: `ibs_grid`, `ibs_customer`, `ibs_visit_record`
 
-## 关键技术点
+1. **API Modules**
+   - Each feature has a dedicated API file in `src/api/`
+   - Uses `request()` wrapper around axios
+   - API base URL is configured in `src/utils/request.js`
 
-### 1. 地图集成
+2. **Vuex Store**
+   - Modules in `src/store/modules/`: user, app, permission, settings, tagsView
+   - State persists via `vuex-persistedstate`
 
-项目深度集成百度地图 API,用于:
+3. **Permission Directives**
-- 网格绘制和编辑
+   - `v-hasPermi` for button-level permissions
-- 客户地理位置标注
+   - `v-hasRole` for role-based display
-- 走访轨迹记录
-- 客户分布热力图
 
-**相关配置:**
+## Common Business Concepts
-- 百度地图 AK 在前端配置
-- 使用 JTS 库进行地理空间计算
 
-### 2. 批量导入优化
+- **网格**: Grid-based territory management for customer assignment
+- **客户经理**: Relationship managers assigned to customers
+- **客户星级**: Customer rating levels (5星, 4星, 3星, 2星, 1星, 基础, 长尾)
+- **AUM (Asset Under Management)**: Customer assets, tracked with monthly averages
+- **PAD走访**: Mobile visit records for customer interactions
 
-设计批量导入功能时:
+## MyBatis Configuration
-- 使用批量操作提高响应速度
-- 导入结果只展示失败数据,不展示成功数据
-- 使用 EasyExcel 处理 Excel
 
-### 3. 多端支持
+- Mapper XML files: `classpath*:mapper/**/*Mapper.xml`
+- Type aliases: `com.ruoyi.**.domain`
+- Custom type handlers: `com.ruoyi.ibs.handler`
+- Pagination: `pagehelper` with MySQL dialect
 
-- PC 端: 主要管理和配置功能
+## Notes
-- PAD 端: 走访记录功能(移动端)
 
-### 4. 外部系统对接
+- The project uses Chinese comments and variable names in many places
-
+- Scheduled tasks use Quartz via `ruoyi-quartz` module
-| 系统 | 地址 | 用途 |
+- File upload path configured in `application.yml`: `ruoyi.profile`
-|------|------|------|
+- Swagger/Knife4j API docs available when running
-| 青县惠银 | http://158.234.96.76:5002 | 业务数据对接 |
-| BI 系统 | http://158.220.52.42:9388/bi | 数据分析和报表 |
-| 阿里云 OSS | - | 文件存储 |
-
-## 开发规范
-
-### 代码分层
-
-- **Entity**: 实体类,不继承 BaseEntity,单独添加审计字段
-- **DTO**: 接口传参专用类
-- **VO**: 返回数据专用类
-- **Service**: 业务逻辑,使用 `@Resource` 注入
-- **Mapper**: MyBatis Plus + XML 混合使用
-
-### 审计字段
-
-通过注解实现自动填充:
-```java
-@TableField(fill = FieldFill.INSERT)
-private String createBy;
-
-@TableField(fill = FieldFill.INSERT)
-private Date createTime;
-
-@TableField(fill = FieldFill.INSERT_UPDATE)
-private String updateBy;
-
-@TableField(fill = FieldFill.INSERT_UPDATE)
-private Date updateTime;
-```
-
-### 分页
-
-使用 MyBatis Plus 分页插件自动处理,传入 `Page` 对象即可。
-
-### 前端菜单配置
-
-添加新页面后,需要在数据库 `sys_menu` 表中配置菜单权限。
-
-## 重要配置文件
-
-| 文件 | 位置 | 说明 |
-|------|------|------|
-| 后端配置 | `ruoyi-admin/src/main/resources/application-dev.yml` | 数据库、Redis、第三方服务配置 |
-| 前端配置 | `ruoyi-ui/vue.config.js` | 开发服务器、代理配置 |
-| 菜单数据 | 数据库 `sys_menu` 表 | 菜单权限配置 |
-
-## 测试账号
-
-- 用户名: `admin`
-- 密码: `admin123`
-
-## Swagger 接口文档
-
-启动后端后访问: `http://localhost:8080/swagger-ui/index.html`
-
-## 开发流程建议
-
-1. **数据库设计**: 新建表需加 `ibs_` 前缀
-2. **后端实体类**: 使用 `@Data` 注解,添加审计字段注解
-3. **后端业务层**: 在 `ibs` 模块下开发,简单 CRUD 用 MyBatis Plus,复杂操作用 XML
-4. **后端测试**: 使用 `/login/test` 获取 token 后测试接口
-5. **前端开发**: 在 `ruoyi-ui/views/` 下对应业务模块开发
-6. **菜单配置**: 在 `sys_menu` 表添加菜单项
-7. **API 文档**: 生成后保存在 `doc/api/` 目录

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;
@@ -50,69 +49,41 @@ public class CustGroupController extends BaseController {
     }
 
     /**
-     * 获取客群详情
+     * 根据ID查询客群详情
      */
-    @ApiOperation("获取客群详情")
+    @ApiOperation("根据ID查询客群详情")
-    @Log(title = "客群管理-获取客群详情")
+    @Log(title = "客群管理-查询客群详情")
     @GetMapping("/{id}")
     public AjaxResult getCustGroup(@PathVariable Long id) {
-        CustGroupVO vo = custGroupService.getCustGroup(id);
+        CustGroupVO custGroup = custGroupService.getCustGroup(id);
-        return AjaxResult.success(vo);
+        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,
+    public AjaxResult createCustGroupByTemplate(
-                                            @RequestPart("file") MultipartFile file) {
+            @RequestPart("dto") @Valid String dtoJson,
+            @RequestPart("file") MultipartFile file) {
         CustGroup custGroup = JSON.parseObject(dtoJson, CustGroup.class);
-        return AjaxResult.success(custGroupService.createCustGroupByTemplate(custGroup, file));
+        return AjaxResult.success("操作成功", custGroupService.createCustGroupByTemplate(custGroup, file));
-    }
-
-    /**
-     * 更新客群
-     */
-    @ApiOperation("更新客群")
-    @Log(title = "客群管理-更新客群", businessType = BusinessType.UPDATE)
-    @PostMapping("/update")
-    public AjaxResult updateCustGroup(@RequestBody @Valid CustGroup custGroup) {
-        String result = custGroupService.updateCustGroup(custGroup);
-        return AjaxResult.success(result);
-    }
-
-    /**
-     * 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);
     }
 
     /**
      * 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,
+    public AjaxResult updateCustGroupByTemplate(
-                                          @RequestPart("file") MultipartFile file) {
+            @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));
     }
@@ -125,7 +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);
     }
 
     /**
@@ -151,14 +122,14 @@ public class CustGroupController extends BaseController {
     }
 
     /**
-     * 手动移除客群客户
+     * 获取所有已有的客群标签列表
      */
-    @ApiOperation("手动移除客群客户")
+    @ApiOperation("获取所有客群标签")
-    @Log(title = "客群管理-手动移除客户", businessType = BusinessType.DELETE)
+    @Log(title = "客群管理-获取客群标签")
-    @PostMapping("/removeMembers")
+    @GetMapping("/tags")
-    public AjaxResult removeMembers(@RequestParam Long groupId, @RequestBody List<Long> memberIds) {
+    public AjaxResult getAllGroupTags() {
-        String result = custGroupService.removeMembers(groupId, memberIds);
+        List<String> tags = custGroupService.getAllGroupTags();
-        return AjaxResult.success(result);
+        return AjaxResult.success(tags);
     }
 
-}
+}

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

@@ -0,0 +1,54 @@
+package com.ruoyi.group.controller;
+
+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.TableDataInfo;
+import com.ruoyi.common.enums.BusinessType;
+import com.ruoyi.group.domain.dto.CustGroupMemberQueryDTO;
+import com.ruoyi.group.domain.vo.CustGroupMemberVO;
+import com.ruoyi.group.service.ICustGroupMemberService;
+import io.swagger.annotations.Api;
+import io.swagger.annotations.ApiOperation;
+import org.springframework.web.bind.annotation.*;
+
+import javax.annotation.Resource;
+import java.util.List;
+
+/**
+ * 客群客户Controller
+ *
+ * @author ruoyi
+ */
+@Api(tags = "客群客户接口")
+@RestController
+@RequestMapping("/group/member")
+public class CustGroupMemberController extends BaseController {
+
+    @Resource
+    private ICustGroupMemberService custGroupMemberService;
+
+    /**
+     * 分页查询客群客户列表
+     */
+    @ApiOperation("分页查询客群客户列表")
+    @Log(title = "客群客户-查询客户列表")
+    @GetMapping("/list/{groupId}")
+    public TableDataInfo listCustGroupMembers(@PathVariable Long groupId,
+                                              CustGroupMemberQueryDTO dto) {
+        // 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);
+    }
+
+    /**
+     * 手动移除客群客户
+     */
+    @ApiOperation("手动移除客群客户")
+    @Log(title = "客群客户-手动移除客户", businessType = BusinessType.DELETE)
+    @PostMapping("/remove")
+    public AjaxResult removeMembers(@RequestParam Long groupId, @RequestBody List<Long> memberIds) {
+        String result = custGroupMemberService.removeMembers(groupId, memberIds);
+        return AjaxResult.success(result);
+    }
+}

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

@@ -0,0 +1,69 @@
+package com.ruoyi.group.domain.dto;
+
+import io.swagger.annotations.ApiModel;
+import io.swagger.annotations.ApiModelProperty;
+import lombok.Data;
+
+/**
+ * 客群客户查询DTO
+ *
+ * @author ruoyi
+ */
+@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
+     */
+    @ApiModelProperty(value = "客户类型")
+    private String custType;
+
+    /**
+     * 客户姓名
+     */
+    @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")
+    @ApiModelProperty(value = "客群类型：0=零售类（个人+商户）, 1=公司类（企业）", name = "groupType")
-    private String createMode;
+    private String groupType;
 
     /**
      * 柜员号
@@ -59,7 +59,6 @@ public class CustGroup {
      * 所属机构ID
      */
     @ApiModelProperty(value = "所属机构ID", name = "deptId")
-    @TableField(fill = FieldFill.INSERT)
     private Long deptId;
 
     /**
@@ -74,13 +73,6 @@ public class CustGroup {
     @ApiModelProperty(value = "可见部门ID列表（逗号分隔）", name = "shareDeptIds")
     private String shareDeptIds;
 
-    /**
-     * 共享部门ID列表（非表字段，用于接收前端传参）
-     */
-    @ApiModelProperty(value = "共享部门ID列表", name = "shareDeptIdList")
-    @TableField(exist = false)
-    private List<Long> shareDeptIdList;
-
     /**
      * 客群状态：0=正常, 1=已禁用
      */
@@ -109,14 +101,12 @@ public class CustGroup {
     /**
      * 更新者
      */
-    @TableField(fill = FieldFill.INSERT_UPDATE)
     private String updateBy;
 
     /**
      * 更新时间
      */
     @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
-    @TableField(fill = FieldFill.INSERT_UPDATE)
     private Date updateTime;
 
     /**
@@ -133,23 +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

@@ -60,19 +60,65 @@ 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
      */
-    @TableField(fill = FieldFill.INSERT)
     private String createBy;
 
     /**
      * 创建时间
      */
     @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
-    @TableField(fill = FieldFill.INSERT)
     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")
+    @ApiModelProperty(value = "客群类型：0=零售类（个人+商户）, 1=公司类（企业）", name = "groupType")
-    private String createMode;
+    private String groupType;
 
     /**
      * 柜员号
@@ -65,10 +65,10 @@ public class CustGroupVO {
     private Integer shareEnabled;
 
     /**
-     * 可见部门ID列表
+     * 可见部门ID列表（逗号分隔）
      */
-    @ApiModelProperty(value = "可见部门ID列表", name = "shareDeptIds")
+    @ApiModelProperty(value = "可见部门ID列表（逗号分隔）", name = "shareDeptIds")
-    private List<Long> shareDeptIds;
+    private String shareDeptIds;
 
     /**
      * 客群状态：0=正常, 1=已禁用
@@ -114,6 +114,43 @@ 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
+     */
+    @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
+    @ApiModelProperty(value = "有效期截止时间", name = "validTime")
+    private Date validTime;
+
+    /**
+     * 创建状态：0=创建中, 1=创建成功, 2=创建失败
+     */
+    @ApiModelProperty(value = "创建状态：0=创建中, 1=创建成功, 2=创建失败", name = "createStatus")
+    private String createStatus;
+
+    /**
+     * 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（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;
+
+    /**
+     * 地理网格ID列表（逗号分隔）
+     */
+    @ApiModelProperty(value = "地理网格ID列表", name = "regionGridIds")
+    private String regionGridIds;
+
+    /**
+     * 绘制网格ID列表（逗号分隔）
+     */
+    @ApiModelProperty(value = "绘制网格ID列表", name = "drawGridIds")
+    private String drawGridIds;
+
     /**
      * 客户列表
      */

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

@@ -4,6 +4,7 @@ import com.baomidou.mybatisplus.core.mapper.BaseMapper;
 import com.ruoyi.group.domain.dto.CustGroupQueryDTO;
 import com.ruoyi.group.domain.entity.CustGroup;
 import com.ruoyi.group.domain.vo.CustGroupVO;
+import org.apache.ibatis.annotations.Mapper;
 import org.apache.ibatis.annotations.Param;
 
 import java.util.List;
@@ -13,6 +14,7 @@ import java.util.List;
  *
  * @author ruoyi
  */
+@Mapper
 public interface CustGroupMapper extends BaseMapper<CustGroup> {
 
     /**
@@ -30,5 +32,50 @@ 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
+     *
+     * @param id 客群ID
+     * @return 客群VO
+     */
+    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

@@ -1,21 +1,61 @@
 package com.ruoyi.group.mapper;
 
 import com.baomidou.mybatisplus.core.mapper.BaseMapper;
+import com.ruoyi.group.domain.dto.CustGroupMemberQueryDTO;
 import com.ruoyi.group.domain.entity.CustGroupMember;
+import com.ruoyi.group.domain.vo.CustGroupMemberVO;
+import org.apache.ibatis.annotations.Mapper;
 import org.apache.ibatis.annotations.Param;
 
+import java.util.List;
+
 /**
  * 客群客户关联Mapper接口
  *
  * @author ruoyi
  */
+@Mapper
 public interface CustGroupMemberMapper extends BaseMapper<CustGroupMember> {
 
     /**
-     * 查询客群客户数量
+     * 分页查询客群客户列表
      *
      * @param groupId 客群ID
-     * @return 数量
+     * @param dto 查询条件
+     * @return 客户列表
      */
-    Long countByGroupId(@Param("groupId") Long groupId);
+    List<CustGroupMemberVO> selectCustGroupMemberList(@Param("groupId") Long groupId,
+                                                       @Param("dto") CustGroupMemberQueryDTO dto);
+
+    /**
+     * 批量插入客群客户（INSERT IGNORE，遇到重复键自动跳过）
+     *
+     * @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/ICustGroupMemberService.java

@@ -0,0 +1,32 @@
+package com.ruoyi.group.service;
+
+import com.ruoyi.group.domain.dto.CustGroupMemberQueryDTO;
+import com.ruoyi.group.domain.vo.CustGroupMemberVO;
+
+import java.util.List;
+
+/**
+ * 客群客户服务接口
+ *
+ * @author ruoyi
+ */
+public interface ICustGroupMemberService {
+
+    /**
+     * 分页查询客群客户列表
+     *
+     * @param groupId 客群ID
+     * @param dto 查询条件
+     * @return 客户列表
+     */
+    List<CustGroupMemberVO> listCustGroupMembers(Long groupId, CustGroupMemberQueryDTO dto);
+
+    /**
+     * 手动移除客群客户
+     *
+     * @param groupId 客群ID
+     * @param memberIds 客户ID列表
+     * @return 结果
+     */
+    String removeMembers(Long groupId, List<Long> memberIds);
+}

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;
@@ -17,98 +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
+     */
+    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 custGroup 客群实体（包含 gridType、regionGridIds、drawGridIds）
-     * @param file Excel文件
+     * @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 custGroup 客群实体（包含 gridType、regionGridIds、drawGridIds）
-     * @param file Excel文件
+     * @param file      Excel文件
      * @return 结果消息
      */
     String updateCustGroupByTemplate(CustGroup custGroup, MultipartFile file);
 
-    /**
-     * 更新客群
-     *
-     * @param custGroup 客群实体
-     * @return 结果消息
-     */
-    String updateCustGroup(CustGroup custGroup);
-
     /**
      * 删除客群
-     *
-     * @param idList 客群ID列表
-     * @return 结果消息
      */
     String deleteCustGroup(List<Long> idList);
 
-    /**
-     * 获取客群详情
-     *
-     * @param id 客群ID
-     * @return 客群VO
-     */
-    CustGroupVO getCustGroup(Long id);
-
     /**
      * 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);
 
-    /**
-     * 手动移除客群客户
-     *
-     * @param groupId 客群ID
-     * @param memberIds 客群成员ID列表
-     * @return 结果消息
-     */
-    String removeMembers(Long groupId, List<Long> memberIds);
-
     /**
      * 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();
 
@@ -117,4 +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

@@ -0,0 +1,140 @@
+package com.ruoyi.group.service.impl;
+
+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
+ *
+ * @author ruoyi
+ */
+@Service
+public class CustGroupMemberServiceImpl implements ICustGroupMemberService {
+
+    @Resource
+    private CustGroupMemberMapper custGroupMemberMapper;
+
+    @Resource
+    private CustGroupMapper custGroupMapper;
+
+    @Resource
+    private ICustGroupService custGroupService;
+
+    @Override
+    public List<CustGroupMemberVO> listCustGroupMembers(Long groupId, CustGroupMemberQueryDTO dto) {
+        custGroupService.checkCustGroupViewPermission(groupId);
+        dto.setUserRole(SecurityUtils.userRole());
+        dto.setCurrentUserName(SecurityUtils.getUsername());
+        dto.setCurrentDeptId(SecurityUtils.getDeptId());
+        // 在权限检查之后启动分页，避免权限检查SQL消耗分页设置
+        int pageNum = dto.getPageNum() != null ? dto.getPageNum() : 1;
+        int pageSize = dto.getPageSize() != null ? dto.getPageSize() : 10;
+        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
+    @Transactional(rollbackFor = Exception.class)
+    public String removeMembers(Long groupId, List<Long> memberIds) {
+        // 检查客群是否存在
+        CustGroup custGroup = custGroupMapper.selectById(groupId);
+        if (custGroup == null) {
+            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
+        memberIds.forEach(memberId -> {
+            CustGroupMember member = custGroupMemberMapper.selectById(memberId);
+            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);
+            }
+        });
+
+        return "移除成功";
+    }
+}

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,
@@ -26,21 +88,88 @@
         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>
 
+    <select id="selectCustGroupById" resultType="CustGroupVO">
+        SELECT
+            cg.id,
+            cg.group_name,
+            cg.group_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,
+            cg.update_by,
+            cg.update_time,
+            cg.remark,
+            cg.create_status,
+            cg.grid_type,
+            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'
+          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

@@ -0,0 +1,107 @@
+<?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.CustGroupMemberMapper">
+
+    <select id="selectCustGroupMemberList" resultType="CustGroupMemberVO">
+        SELECT
+            cgm.id,
+            cgm.group_id,
+            cgm.cust_type,
+            cgm.cust_id,
+            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,
+             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.userName}, #{item.nickName}, #{item.outletId}, #{item.outletName}, #{item.branchId}, #{item.branchName},
+             #{item.createBy}, NOW(), '0', '0')
+        </foreach>
+    </insert>
+
+</mapper>

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")
@@ -117,4 +129,5 @@ public class GridCmpmController extends BaseController {
     public AjaxResult selectCustBaseInfoList(@RequestBody CustBaseInfo custBaseInfo) {
         return AjaxResult.success( gridCmpmCustService.selectCustInfoList (custBaseInfo)) ;
     }
+
 }

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

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

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

@@ -8,11 +8,15 @@ import com.ruoyi.ibs.cmpm.domain.entity.GridCmpm;
 import com.ruoyi.ibs.cmpm.domain.vo.DwbRetailCustLevelManagerDetailVO;
 import com.ruoyi.ibs.cmpm.domain.vo.DwbRetailResultVO;
 import com.ruoyi.ibs.cmpm.domain.vo.GridCmpmClaimVO;
+import com.ruoyi.ibs.cmpm.domain.vo.GridCmpmVO;
 import com.ruoyi.ibs.customerselect.domain.CustBaseInfo;
 import org.apache.ibatis.annotations.Mapper;
 import org.apache.ibatis.annotations.Param;
+import org.apache.ibatis.cursor.Cursor;
+import org.apache.ibatis.session.SqlSessionFactory;
 
 import java.util.List;
+import java.util.Map;
 
 /**
  * @Author 吴凯程
@@ -43,6 +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);
@@ -60,6 +69,23 @@ public interface GridCmpmMapper {
 
     List<String> selectManagerList();
 
+    /**
+     * 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 客户列表（包含管户关系信息）
+     */
+    List<GridCmpmVO> getAllCustomerListForImport(@Param("gridType") String gridType, @Param("headId") String headId);
+
+    /**
+     * 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
+     * @param custInfoList 客户信息列表（包含custId和custType）
+     * @return 客户管户关系列表
+     */
+    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();
+        applyCustManagerScope(custManagerDTO);
-        if (userRole.equals("manager")){
-            //客户经理查自己
-            custManagerDTO.setManagerId(SecurityUtils.getUsername());
-        }else if (userRole.equals("outlet")){
-            //网点管理员查网点
-            custManagerDTO.setOutletId(String.valueOf(SecurityUtils.getDeptId()));
-        }else if (userRole.equals("branch")){
-            //支行管理员查支行
-            custManagerDTO.setBranchId(String.valueOf(SecurityUtils.getDeptId()));
-        }
-        //其他角色查全部
         return gridCmpmMapper.getCustManagerList(custManagerDTO);
     }
 
+    public String exportCustManagerAsync(CustManagerDTO custManagerDTO) {
+        applyCustManagerScope(custManagerDTO);
+        String headId = SecurityUtils.getHeadId();
+
+        ImportExportTask task = new ImportExportTask();
+        String taskId = IdUtils.randomUUID();
+        task.setId(taskId);
+        task.setStatus("0");
+        Date now = new Date();
+        SimpleDateFormat sdf = new SimpleDateFormat("yyyy-MM-dd HH:mm:ss");
+        task.setFileName(sdf.format(now) + "管户报表导出");
+        task.setUserName(SecurityUtils.getUsername());
+        task.setCreateTime(now);
+        importExportTaskMapper.insert(task);
+
+        String userName = SecurityUtils.getUsername();
+        executorService.submit(() -> doExportCustManager(taskId, custManagerDTO, userName, headId));
+        return taskId;
+    }
+
     public int custLevelCount(CustManagerDTO custManagerDTO) {
-        String userRole = SecurityUtils.userRole();
+        applyCustManagerScope(custManagerDTO);
-        if (userRole.equals("manager")){
-            //客户经理查自己
-            custManagerDTO.setManagerId(SecurityUtils.getUsername());
-        }else if (userRole.equals("outlet")){
-            //网点管理员查网点
-            custManagerDTO.setOutletId(String.valueOf(SecurityUtils.getDeptId()));
-        }else if (userRole.equals("branch")){
-            //支行管理员查支行
-            custManagerDTO.setBranchId(String.valueOf(SecurityUtils.getDeptId()));
-        }
         return gridCmpmMapper.getCustLevelCount(custManagerDTO);
     }
 
@@ -274,6 +295,64 @@ public class GridCmpmService {
         return custLevelCountMap;
     }
 
+    private void applyCustManagerScope(CustManagerDTO custManagerDTO) {
+        String userRole = SecurityUtils.userRole();
+        if (userRole.equals("manager")) {
+            custManagerDTO.setManagerId(SecurityUtils.getUsername());
+        } else if (userRole.equals("outlet")) {
+            custManagerDTO.setOutletId(String.valueOf(SecurityUtils.getDeptId()));
+        } else if (userRole.equals("branch")) {
+            custManagerDTO.setBranchId(String.valueOf(SecurityUtils.getDeptId()));
+        }
+    }
+
+    private void doExportCustManager(String taskId, CustManagerDTO custManagerDTO, String userName, String headId) {
+        ImportExportTask task = importExportTaskMapper.selectById(taskId);
+        File tempFile = null;
+        try {
+            tempFile = File.createTempFile("管户报表导出_" + taskId + "-", ".xlsx");
+            ExcelWriter excelWriter = EasyExcel.write(tempFile, DwbRetailCustLevelManagerDetailVO.class).build();
+            WriteSheet writeSheet = EasyExcel.writerSheet("管户报表").build();
+            int pageSize = 1000;
+            int pageNum = 0;
+            List<DwbRetailCustLevelManagerDetailVO> pageData;
+
+            do {
+                pageData = gridCmpmMapper.getCustManagerListByPage(custManagerDTO, headId, pageNum * pageSize, pageSize);
+                if (!pageData.isEmpty()) {
+                    excelWriter.write(pageData, writeSheet);
+                }
+                pageNum++;
+            } while (pageData.size() == pageSize);
+
+            excelWriter.finish();
+
+            String ossUUId = ossFileService.uploadFileToOss(
+                    OssFileEnum.CUST_MANAGER_REPORT,
+                    tempFile,
+                    "管户报表导出_" + taskId + ".xlsx",
+                    userName
+            );
+
+            task.setStatus("1");
+            task.setFileUrl(ossUUId);
+            task.setFinishTime(new Date());
+            importExportTaskMapper.updateById(task);
+        } catch (Exception e) {
+            task.setStatus("2");
+            task.setFinishTime(new Date());
+            task.setErrorMsg(e.getMessage());
+            importExportTaskMapper.updateById(task);
+        } finally {
+            if (Objects.nonNull(tempFile)) {
+                boolean deleted = tempFile.delete();
+                if (!deleted) {
+                    log.warn("临时文件删除失败: {}", tempFile.getAbsolutePath());
+                }
+            }
+        }
+    }
+
     // 计算客户等级变化情况
     private Map<String, Integer> calculateLevelChanges(Map<String, Integer> historyMap, Map<String, Integer> currentMap) {
         Map<String, Integer> changesMap = new HashMap<>();
@@ -302,4 +381,28 @@ public class GridCmpmService {
         return changesMap;
     }
 
+    /**
+     * 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<GridCmpmVO> selectAllForImport(String gridType, String headId) {
+        return gridCmpmMapper.getAllCustomerListForImport(gridType, headId);
+    }
+
+    /**
+     * 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
+     * @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> 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/customerselect/controller/MyCustomerController.java

@@ -18,8 +18,10 @@ import org.slf4j.Logger;
 import org.slf4j.LoggerFactory;
 import org.springframework.beans.BeanUtils;
 import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.http.MediaType;
 import org.springframework.security.access.prepost.PreAuthorize;
 import org.springframework.web.bind.annotation.*;
+import org.springframework.web.multipart.MultipartFile;
 
 import javax.servlet.http.HttpServletResponse;
 import java.rmi.ServerException;
@@ -220,4 +222,18 @@ public class MyCustomerController extends BaseController {
         }
         return AjaxResult.success(iSysCampaignGroupCustomerService.appointCustCamp( custId, custName, custIdc, custPhone, custIsn,socialCreditCode,lpName, campaignId, custType));
     }
+
+    @Log(title = "我的客户-异步导入企业客户价值分层", businessType = com.ruoyi.common.enums.BusinessType.IMPORT)
+    @PostMapping(value = "/importBusinessCustLevelAsync", consumes = MediaType.MULTIPART_FORM_DATA_VALUE)
+    @ApiOperation("异步导入企业客户价值分层")
+    public AjaxResult importBusinessCustLevelAsync(@RequestPart("file") MultipartFile file) {
+        return AjaxResult.success("导入任务已提交，后台正在处理", myCustomerService.importBusinessCustLevelAsync(file));
+    }
+
+    @Log(title = "我的客户-查询企业客户价值分层导入状态")
+    @GetMapping("/importBusinessCustLevelStatus/{taskId}")
+    @ApiOperation("查询企业客户价值分层导入状态")
+    public AjaxResult importBusinessCustLevelStatus(@PathVariable String taskId) {
+        return AjaxResult.success(myCustomerService.getBusinessCustLevelImportStatus(taskId));
+    }
 }

ibs/src/main/java/com/ruoyi/ibs/customerselect/domain/BusinessCustLevelImportExcelDTO.java

@@ -0,0 +1,14 @@
+package com.ruoyi.ibs.customerselect.domain;
+
+import com.alibaba.excel.annotation.ExcelProperty;
+import lombok.Data;
+
+@Data
+public class BusinessCustLevelImportExcelDTO {
+
+    @ExcelProperty("统信码")
+    private String socialCreditCode;
+
+    @ExcelProperty("价值分层")
+    private String custLevel;
+}

ibs/src/main/java/com/ruoyi/ibs/customerselect/domain/BusinessCustLevelImportTaskVO.java

@@ -0,0 +1,30 @@
+package com.ruoyi.ibs.customerselect.domain;
+
+import lombok.Data;
+
+import java.io.Serializable;
+
+@Data
+public class BusinessCustLevelImportTaskVO implements Serializable {
+
+    private static final long serialVersionUID = 1L;
+
+    /**
+     * 0-处理中 1-成功 2-失败
+     */
+    private String status;
+
+    private String message;
+
+    private Integer totalCount;
+
+    private Integer successCount;
+
+    private Integer ignoredCount;
+
+    private String userName;
+
+    private String createTime;
+
+    private String finishTime;
+}

ibs/src/main/java/com/ruoyi/ibs/customerselect/mapper/CustInfoBusinessMapper.java

@@ -2,6 +2,7 @@ package com.ruoyi.ibs.customerselect.mapper;
 
 import com.baomidou.mybatisplus.core.mapper.BaseMapper;
 import com.ruoyi.common.core.domain.entity.CustInfoBusiness;
+import com.ruoyi.ibs.customerselect.domain.BusinessCustLevelImportExcelDTO;
 import com.ruoyi.ibs.customerselect.domain.CustBaseInfo;
 import com.ruoyi.ibs.customerselect.domain.CustInfoDeleteFromAnchor;
 import com.ruoyi.ibs.customerselect.domain.CustInfoUpdateFromAnchor;
@@ -242,4 +243,10 @@ public interface CustInfoBusinessMapper extends BaseMapper<CustInfoBusiness>
     public int insertCustomersToBusinessByScCode(List<SysGroupCustomer> sysGroupCustomers);
 
     List<CustInfoBusiness> selectRecord(String socialCreditCode);
+
+    List<String> selectExistingSocialCreditCodes(@Param("socialCreditCodes") List<String> socialCreditCodes,
+                                                 @Param("deptCode") String deptCode);
+
+    int batchUpdateCustLevelBySocialCreditCode(@Param("list") List<BusinessCustLevelImportExcelDTO> list,
+                                               @Param("deptCode") String deptCode);
 }

ibs/src/main/java/com/ruoyi/ibs/customerselect/service/IMyCustomerService.java

@@ -1,6 +1,7 @@
 package com.ruoyi.ibs.customerselect.service;
 
 import com.ruoyi.ibs.customerselect.domain.*;
+import org.springframework.web.multipart.MultipartFile;
 
 import java.util.List;
 
@@ -41,4 +42,8 @@ public interface IMyCustomerService {
     public CustListSearchVo selectCustomListSearchVo(CustBaseInfo sysCustomerBasedata);
 
     MerchantMcspInfo selectmerchantMessage(String custId);
+
+    String importBusinessCustLevelAsync(MultipartFile file);
+
+    BusinessCustLevelImportTaskVO getBusinessCustLevelImportStatus(String taskId);
 }

ibs/src/main/java/com/ruoyi/ibs/customerselect/service/Impl/MyCustomerServiceImpl.java

@@ -1,13 +1,19 @@
 package com.ruoyi.ibs.customerselect.service.Impl;
 
+import com.alibaba.excel.EasyExcel;
 import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
 import com.ruoyi.common.annotation.DataScope;
 import com.ruoyi.common.core.domain.AjaxResult;
 import com.ruoyi.common.core.domain.entity.CustInfoBusiness;
 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.StringUtils;
+import com.ruoyi.common.utils.uuid.IdUtils;
+import com.ruoyi.ibs.dashboard.service.NotificationService;
+import com.ruoyi.ibs.customerselect.domain.BusinessCustLevelImportExcelDTO;
+import com.ruoyi.ibs.customerselect.domain.BusinessCustLevelImportTaskVO;
 import com.ruoyi.ibs.customerselect.domain.*;
 import com.ruoyi.ibs.customerselect.domain.vo.GridRelateVO;
 import com.ruoyi.ibs.customerselect.mapper.CustInfoBusinessMapper;
@@ -32,9 +38,16 @@ import org.slf4j.LoggerFactory;
 import org.springframework.beans.BeanUtils;
 import org.springframework.beans.factory.annotation.Autowired;
 import org.springframework.stereotype.Service;
+import org.springframework.web.multipart.MultipartFile;
 
 import javax.annotation.Resource;
+import java.io.ByteArrayInputStream;
+import java.io.IOException;
+import java.time.LocalDateTime;
+import java.time.format.DateTimeFormatter;
 import java.util.*;
+import java.util.concurrent.ExecutorService;
+import java.util.concurrent.TimeUnit;
 import java.util.stream.Collectors;
 
 /**
@@ -45,6 +58,10 @@ import java.util.stream.Collectors;
 @Service
 public class MyCustomerServiceImpl implements IMyCustomerService {
 
+    private static final String BUSINESS_CUST_LEVEL_IMPORT_TASK_KEY = "BUSINESS_CUST_LEVEL_IMPORT_TASK_";
+    private static final int BUSINESS_CUST_LEVEL_IMPORT_BATCH_SIZE = 1000;
+    private static final DateTimeFormatter DATE_TIME_FORMATTER = DateTimeFormatter.ofPattern("yyyy-MM-dd HH:mm:ss");
+
     @Autowired
     private CustInfoBusinessMapper custInfoBusinessMapper;
 
@@ -80,6 +97,12 @@ public class MyCustomerServiceImpl implements IMyCustomerService {
     @Resource
     private RedisCache redisCache;
 
+    @Resource
+    private NotificationService notificationService;
+
+    @Resource(name = "excelImportExecutor")
+    private ExecutorService excelImportExecutor;
+
     private static Logger logger = LoggerFactory.getLogger(MyCustomerServiceImpl.class);
 
     /**
@@ -467,5 +490,154 @@ public class MyCustomerServiceImpl implements IMyCustomerService {
         return merchantMcspInfoMapper.selectOne(new LambdaQueryWrapper<MerchantMcspInfo>().eq(MerchantMcspInfo::getCustId,custId));
     }
 
+    @Override
+    public String importBusinessCustLevelAsync(MultipartFile file) {
+        if (file == null || file.isEmpty()) {
+            throw new ServiceException("导入文件不能为空");
+        }
+        byte[] fileBytes;
+        try {
+            fileBytes = file.getBytes();
+        } catch (IOException e) {
+            throw new ServiceException("读取导入文件失败");
+        }
+        String taskId = IdUtils.fastSimpleUUID();
+        String userName = SecurityUtils.getUsername();
+        String deptCode = SecurityUtils.getHeadId();
+        BusinessCustLevelImportTaskVO taskVO = new BusinessCustLevelImportTaskVO();
+        taskVO.setStatus("0");
+        taskVO.setMessage("导入任务已提交，后台正在处理");
+        taskVO.setTotalCount(0);
+        taskVO.setSuccessCount(0);
+        taskVO.setIgnoredCount(0);
+        taskVO.setUserName(userName);
+        taskVO.setCreateTime(formatNow());
+        cacheBusinessCustLevelImportTask(taskId, taskVO);
+        excelImportExecutor.submit(() -> doImportBusinessCustLevel(taskId, userName, deptCode, fileBytes));
+        return taskId;
+    }
+
+    @Override
+    public BusinessCustLevelImportTaskVO getBusinessCustLevelImportStatus(String taskId) {
+        BusinessCustLevelImportTaskVO taskVO = redisCache.getCacheObject(getBusinessCustLevelImportTaskKey(taskId));
+        if (taskVO == null) {
+            throw new ServiceException("导入任务不存在或已过期");
+        }
+        return taskVO;
+    }
+
+    private void doImportBusinessCustLevel(String taskId, String userName, String deptCode, byte[] fileBytes) {
+        BusinessCustLevelImportTaskVO taskVO = redisCache.getCacheObject(getBusinessCustLevelImportTaskKey(taskId));
+        if (taskVO == null) {
+            taskVO = new BusinessCustLevelImportTaskVO();
+            taskVO.setUserName(userName);
+            taskVO.setCreateTime(formatNow());
+        }
+        try {
+            List<BusinessCustLevelImportExcelDTO> importRows = EasyExcel.read(new ByteArrayInputStream(fileBytes))
+                    .head(BusinessCustLevelImportExcelDTO.class)
+                    .sheet()
+                    .doReadSync();
+
+            Map<String, String> levelMap = new LinkedHashMap<>();
+            if (importRows != null) {
+                for (BusinessCustLevelImportExcelDTO row : importRows) {
+                    String socialCreditCode = normalizeImportCell(row.getSocialCreditCode());
+                    String custLevel = normalizeImportCell(row.getCustLevel());
+                    if (StringUtils.isEmpty(socialCreditCode)) {
+                        continue;
+                    }
+                    levelMap.put(socialCreditCode, custLevel);
+                }
+            }
+
+            if (levelMap.isEmpty()) {
+                throw new ServiceException("Excel中未识别到有效的统信码和价值分层数据");
+            }
+
+            List<String> existingSocialCreditCodes = getExistingBusinessSocialCreditCodes(new ArrayList<>(levelMap.keySet()), deptCode);
+            Set<String> existingCodeSet = new HashSet<>(existingSocialCreditCodes);
+            List<BusinessCustLevelImportExcelDTO> updateList = new ArrayList<>();
+            for (Map.Entry<String, String> entry : levelMap.entrySet()) {
+                if (!existingCodeSet.contains(entry.getKey())) {
+                    continue;
+                }
+                BusinessCustLevelImportExcelDTO dto = new BusinessCustLevelImportExcelDTO();
+                dto.setSocialCreditCode(entry.getKey());
+                dto.setCustLevel(entry.getValue());
+                updateList.add(dto);
+            }
+
+            batchUpdateBusinessCustLevel(updateList, deptCode);
+
+            int totalCount = levelMap.size();
+            int successCount = updateList.size();
+            int ignoredCount = totalCount - successCount;
+            String message = String.format("公司客户视图分层分类数据导入完成，成功更新%d条，忽略%d条", successCount, ignoredCount);
+
+            taskVO.setStatus("1");
+            taskVO.setMessage(message);
+            taskVO.setTotalCount(totalCount);
+            taskVO.setSuccessCount(successCount);
+            taskVO.setIgnoredCount(ignoredCount);
+            taskVO.setFinishTime(formatNow());
+            cacheBusinessCustLevelImportTask(taskId, taskVO);
+            notificationService.sendNotification(userName, message);
+        } catch (Exception e) {
+            String errorMsg = StringUtils.isNotEmpty(e.getMessage()) ? e.getMessage() : "导入失败，请检查文件内容";
+            taskVO.setStatus("2");
+            taskVO.setMessage(errorMsg);
+            taskVO.setFinishTime(formatNow());
+            cacheBusinessCustLevelImportTask(taskId, taskVO);
+            notificationService.sendNotification(userName, "公司客户视图分层分类数据导入失败：" + errorMsg);
+            logger.error("公司客户视图分层分类数据导入失败，taskId={}", taskId, e);
+        }
+    }
+
+    private void batchUpdateBusinessCustLevel(List<BusinessCustLevelImportExcelDTO> updateList, String deptCode) {
+        if (updateList == null || updateList.isEmpty()) {
+            return;
+        }
+        for (int i = 0; i < updateList.size(); i += BUSINESS_CUST_LEVEL_IMPORT_BATCH_SIZE) {
+            int endIndex = Math.min(i + BUSINESS_CUST_LEVEL_IMPORT_BATCH_SIZE, updateList.size());
+            custInfoBusinessMapper.batchUpdateCustLevelBySocialCreditCode(updateList.subList(i, endIndex), deptCode);
+        }
+    }
+
+    private List<String> getExistingBusinessSocialCreditCodes(List<String> socialCreditCodes, String deptCode) {
+        if (socialCreditCodes == null || socialCreditCodes.isEmpty()) {
+            return Collections.emptyList();
+        }
+        List<String> existingSocialCreditCodes = new ArrayList<>();
+        for (int i = 0; i < socialCreditCodes.size(); i += BUSINESS_CUST_LEVEL_IMPORT_BATCH_SIZE) {
+            int endIndex = Math.min(i + BUSINESS_CUST_LEVEL_IMPORT_BATCH_SIZE, socialCreditCodes.size());
+            List<String> batchCodes = socialCreditCodes.subList(i, endIndex);
+            List<String> batchResult = custInfoBusinessMapper.selectExistingSocialCreditCodes(batchCodes, deptCode);
+            if (batchResult != null && !batchResult.isEmpty()) {
+                existingSocialCreditCodes.addAll(batchResult);
+            }
+        }
+        return existingSocialCreditCodes;
+    }
+
+    private void cacheBusinessCustLevelImportTask(String taskId, BusinessCustLevelImportTaskVO taskVO) {
+        redisCache.setCacheObject(getBusinessCustLevelImportTaskKey(taskId), taskVO, 24, TimeUnit.HOURS);
+    }
+
+    private String getBusinessCustLevelImportTaskKey(String taskId) {
+        return BUSINESS_CUST_LEVEL_IMPORT_TASK_KEY + taskId;
+    }
+
+    private String normalizeImportCell(String value) {
+        if (value == null) {
+            return null;
+        }
+        String trimmedValue = value.trim();
+        return trimmedValue.isEmpty() ? null : trimmedValue;
+    }
+
+    private String formatNow() {
+        return LocalDateTime.now().format(DATE_TIME_FORMATTER);
+    }
 
 }

ibs/src/main/java/com/ruoyi/ibs/dashboard/controller/DashboardController.java

@@ -173,6 +173,7 @@ public class DashboardController extends BaseController {
     public TableDataInfo list(SysNotice notice)
     {
         startPage();
+        notice.setCurrentHeadDeptId(SecurityUtils.getHeadId() + "000");
         List<SysNotice> list = noticeService.selectNoticeList(notice);
         return getDataTable(list);
     }

ibs/src/main/java/com/ruoyi/ibs/draw/controller/DrawGridController.java

@@ -80,6 +80,16 @@ public class DrawGridController extends BaseController {
         return getDataTable(gridList, page);
     }
 
+    @ApiOperation("获取网格列表（用于客群创建，简化查询）")
+    @Log(title = "自定义绘制网格--获取网格列表（客群创建用）")
+    @GetMapping("/simpleList")
+    public R<List<DrawGridListVO>> getSimpleGridList(DrawGridListDTO drawGridListDTO) {
+        drawGridListDTO.setUserName(SecurityUtils.getUsername());
+        drawGridListDTO.setDeptId(SecurityUtils.getDeptId());
+        List<DrawGridListVO> gridList = drawGridService.getSimpleGridList(drawGridListDTO);
+        return R.ok(gridList);
+    }
+
     @ApiOperation("分页获取网格内客户列表")
     @Log(title = "自定义绘制网格--分页获取网格内客户列表")
     @GetMapping("/cust/list")

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

@@ -17,6 +17,4 @@ public interface DrawGridCustUserUnbindMapper extends BaseMapper<DrawGridCustUse
     List<DrawGridCustVO> getCustList(DrawGridCustListDTO drawGridCustListDTO);
 
     List<DrawGridCustVO> getCustListByManager(DrawGridCustListDTO drawGridCustListDTO);
-
-
 }

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

@@ -2,7 +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;
 
 /**
  * @Author 吴凯程
@@ -10,4 +14,16 @@ import org.apache.ibatis.annotations.Mapper;
  **/
 @Mapper
 public interface DrawGridShapeRelateMapper extends BaseMapper<DrawGridShapeRelate> {
+
+    /**
+     * 根据网格ID查询关联的图形（用于异步导入客群，原生SQL绕过拦截器）
+     * @param gridId 网格ID
+     * @return 图形关联列表
+     */
+    List<DrawGridShapeRelate> selectByGridId(@Param("gridId") Long gridId);
+
+    /**
+     * 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<RegionCustUser> selectCustByDrawGridId(@Param("gridId") Long gridId, @Param("headId") String headId);
 }

ibs/src/main/java/com/ruoyi/ibs/draw/service/DrawGridService.java

@@ -24,6 +24,13 @@ public interface DrawGridService {
 
     List<DrawGridListVO> getGridList(DrawGridListDTO drawGridListDTO);
 
+    /**
+     * 获取网格列表（用于客群创建，简化查询不统计客户数量）
+     * @param drawGridListDTO 查询条件
+     * @return 网格列表（不含客户数量）
+     */
+    List<DrawGridListVO> getSimpleGridList(DrawGridListDTO drawGridListDTO);
+
 
 
 

ibs/src/main/java/com/ruoyi/ibs/draw/service/impl/DrawGridServiceImpl.java

@@ -334,6 +334,15 @@ public class DrawGridServiceImpl implements DrawGridService {
         return gridList;
     }
 
+    @Override
+    public List<DrawGridListVO> getSimpleGridList(DrawGridListDTO drawGridListDTO) {
+        if (SecurityUtils.userRole().equals("manager")) {
+            return drawGridMapper.getGridListByManager(drawGridListDTO);
+        } else {
+            return drawGridMapper.getGridList(drawGridListDTO);
+        }
+    }
+
     private CustCountDTO getCustCountByGrid(Long gridId) {
         CustCountDTO custCountDTO = new CustCountDTO();
         LambdaQueryWrapper<DrawGridShapeRelate> queryWrapper = new LambdaQueryWrapper<>();

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/controller/RegionGridListController.java

@@ -12,6 +12,7 @@ import com.ruoyi.ibs.grid.domain.dto.GridCustListDTO;
 import com.ruoyi.ibs.grid.domain.dto.RegionGridListDTO;
 import com.ruoyi.ibs.grid.domain.entity.RegionGrid;
 import com.ruoyi.ibs.grid.domain.vo.RegionCustUserVO;
+import com.ruoyi.ibs.grid.domain.vo.RegionGridGroupVO;
 import com.ruoyi.ibs.grid.domain.vo.RegionGridListVO;
 import com.ruoyi.ibs.grid.mapper.RegionGridMapper;
 import com.ruoyi.ibs.grid.service.RegionGridListService;
@@ -108,6 +109,14 @@ public class RegionGridListController extends BaseController {
         return AjaxResult.success("开始更新行社所有网格");
     }
 
-
+    /**
+     * 查询地理网格列表（专用于客群创建）
+     */
+    @ApiOperation("查询地理网格列表（专用于客群创建）")
+    @Log(title = "地理网格-查询地理网格列表（客群创建用）")
+    @GetMapping("/groupList")
+    public AjaxResult getRegionGridListForGroup(RegionGridListDTO dto) {
+        return AjaxResult.success(regionGridListService.getRegionGridListForGroup(dto));
+    }
 
 }

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/domain/vo/RegionGridGroupVO.java

@@ -0,0 +1,28 @@
+package com.ruoyi.ibs.grid.domain.vo;
+
+import io.swagger.annotations.ApiModelProperty;
+import lombok.Data;
+
+import java.io.Serializable;
+
+/**
+ * 地理网格选择VO - 专用于客群创建时的网格选择
+ * 只包含必要字段，提升查询效率
+ *
+ * @author ruoyi
+ */
+@Data
+public class RegionGridGroupVO implements Serializable {
+
+    /**
+     * 网格主键
+     */
+    @ApiModelProperty(value = "网格主键")
+    private Long gridId;
+
+    /**
+     * 网格名称
+     */
+    @ApiModelProperty(value = "网格名称")
+    private String gridName;
+}

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/mapper/RegionCustUserMapper.java

@@ -40,6 +40,13 @@ public interface RegionCustUserMapper extends BaseMapper<RegionCustUser> {
 
     Long countCustInSecGrid(@Param("gridId") Long gridId, @Param("custType") String custType);
 
+    /**
+     * 根据网格ID列表查询所有客户（用于异步导入客群，直接根据gridIds查询无需区分等级）
+     * @param gridIds 网格ID列表
+     * @param headId 总行机构号前三位（用于拼接动态表名）
+     */
+    List<RegionCustUser> selectAllCustByGridIds(@Param("gridIds") List<Long> gridIds, @Param("headId") String headId);
+
 
 
 

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

@@ -5,6 +5,7 @@ import com.ruoyi.ibs.grid.domain.dto.GridCustListDTO;
 import com.ruoyi.ibs.grid.domain.dto.RegionGridListDTO;
 import com.ruoyi.ibs.grid.domain.entity.RegionGrid;
 import com.ruoyi.ibs.grid.domain.vo.RegionGridCustVO;
+import com.ruoyi.ibs.grid.domain.vo.RegionGridGroupVO;
 import com.ruoyi.ibs.grid.domain.vo.RegionGridListVO;
 import com.ruoyi.ibs.grid.domain.vo.RegionUnbindVo;
 import org.apache.ibatis.annotations.Param;
@@ -69,4 +70,10 @@ public interface RegionGridMapper extends BaseMapper<RegionGrid> {
 
     List<Long> getSecGridIdByTopGridId(@Param("gridId") Long gridId);
 
+    /**
+     * 查询地理网格列表（简化版）- 专用于客群创建
+     * 只返回gridId和gridName，避免N+1查询问题
+     */
+    List<RegionGridGroupVO> getRegionGridListForGroup(RegionGridListDTO regionGridListDTO);
+
 }

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/RegionGridListService.java

@@ -8,6 +8,7 @@ import com.ruoyi.ibs.grid.domain.entity.RegionCustUser;
 import com.ruoyi.ibs.grid.domain.entity.RegionGrid;
 import com.ruoyi.ibs.grid.domain.vo.RegionCustUserVO;
 import com.ruoyi.ibs.grid.domain.vo.RegionGridCustVO;
+import com.ruoyi.ibs.grid.domain.vo.RegionGridGroupVO;
 import com.ruoyi.ibs.grid.domain.vo.RegionGridListVO;
 import com.ruoyi.ibs.grid.domain.vo.RegionUnbindVo;
 
@@ -36,11 +37,20 @@ public interface RegionGridListService {
     List<RegionGridListVO> getSecGridListByManager(RegionGridListDTO regionGridListDTO);
 
     /**
-     * 查询网格内所有客户（不限制客户类型，用于导入客群）
+     * 根据网格ID列表批量查询所有客户（用于导入客群，优化版）
-     * @param regionGrid 地理网格对象
+     * @param gridIds 网格ID列表
-     * @return 网格内所有客户列表
+     * @param headId 总行机构号前三位（用于拼接动态表名）
+     * @return 客户列表（去重）
      */
-    List<RegionCustUser> selectAllCustFromGrid(RegionGrid regionGrid);
+    List<RegionCustUser> selectAllCustByGridIds(List<Long> gridIds, String headId);
+
+    /**
+     * 查询地理网格列表（简化版）- 专用于客群创建
+     * 只返回gridId和gridName，避免N+1查询问题
+     * @param regionGridListDTO 查询条件
+     * @return 网格列表（仅包含ID和名称）
+     */
+    List<RegionGridGroupVO> getRegionGridListForGroup(RegionGridListDTO regionGridListDTO);
 
 
 }

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/grid/service/impl/RegionGridListServiceImpl.java

@@ -12,6 +12,7 @@ import com.ruoyi.ibs.grid.domain.dto.UnbindDTO;
 import com.ruoyi.ibs.grid.domain.entity.*;
 import com.ruoyi.ibs.grid.domain.vo.RegionCustUserVO;
 import com.ruoyi.ibs.grid.domain.vo.RegionGridCustVO;
+import com.ruoyi.ibs.grid.domain.vo.RegionGridGroupVO;
 import com.ruoyi.ibs.grid.domain.vo.RegionGridListVO;
 import com.ruoyi.ibs.grid.domain.vo.RegionUnbindVo;
 import com.ruoyi.ibs.grid.mapper.*;
@@ -432,23 +433,33 @@ public class RegionGridListServiceImpl implements RegionGridListService {
     }
 
     /**
-     * 查询网格内所有客户（不限制客户类型，用于导入客群）
+     * 根据网格ID列表批量查询所有客户（用于导入客群，优化版）
-     * @param regionGrid 地理网格对象
+     * @param gridIds 网格ID列表
-     * @return 网格内所有客户列表
+     * @return 客户列表（去重）
      */
     @Override
-    public List<RegionCustUser> selectAllCustFromGrid(RegionGrid regionGrid) {
+    public List<RegionCustUser> selectAllCustByGridIds(List<Long> gridIds, String headId) {
-        LambdaQueryWrapper<RegionCustUser> queryWrapper = new LambdaQueryWrapper<>();
+        return regionCustUserMapper.selectAllCustByGridIds(gridIds, headId);
-        // 根据网格等级判断使用一级还是二级网格ID查询
+    }
-        if (regionGrid.getGridLevel().equals("1")) {
+
-            queryWrapper.eq(RegionCustUser::getTopGridId, regionGrid.getGridId());
+    /**
-        } else if (regionGrid.getGridLevel().equals("2")) {
+     * 查询地理网格列表（简化版）- 专用于客群创建
-            queryWrapper.eq(RegionCustUser::getSecGridId, regionGrid.getGridId());
+     * 只返回gridId和gridName，避免N+1查询问题
-        } else {
+     * @param regionGridListDTO 查询条件
-            throw new ServiceException("无效的网格等级: " + regionGrid.getGridLevel());
+     * @return 网格列表（仅包含ID和名称）
+     */
+    @Override
+    public List<RegionGridGroupVO> getRegionGridListForGroup(RegionGridListDTO regionGridListDTO) {
+        // 设置当前用户部门ID用于权限过滤
+        regionGridListDTO.setDeptId(SecurityUtils.getDeptId());
+
+        // 如果是总行用户，设置归属部室
+        if (SecurityUtils.isHead()) {
+            regionGridListDTO.setOpsDept(SecurityUtils.getOpsDept());
         }
-        // 不限制客户类型，查询所有类型的客户
+
-        return regionCustUserMapper.selectList(queryWrapper);
+        // 直接查询，一次SQL完成，无N+1问题
+        return regionGridMapper.getRegionGridListForGroup(regionGridListDTO);
     }
 
 }

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/CustInfoBusinessVo.java

@@ -41,6 +41,14 @@ public class CustInfoBusinessVo {
     @ApiModelProperty(value = "手动打标")
     private List<TreeNode> tagManual;
 
+    /** 九维画像分数 */
+    @ApiModelProperty(value = "九维画像分数")
+    private Ent9vPortraitOrc ent9vPortrait;
+
+    /** 九维画像详细信息 */
+    @ApiModelProperty(value = "九维画像详细信息")
+    private NineVFinalInfoOrc nineVFinalInfo;
+
     public List<TreeNode> getTagManual() {
         return tagManual;
     }
@@ -187,4 +195,20 @@ public class CustInfoBusinessVo {
     public void setTabEnmuVos(List<TreeNode> tabEnmuVos) {
         this.tabEnmuVos = tabEnmuVos;
     }
+
+    public Ent9vPortraitOrc getEnt9vPortrait() {
+        return ent9vPortrait;
+    }
+
+    public void setEnt9vPortrait(Ent9vPortraitOrc ent9vPortrait) {
+        this.ent9vPortrait = ent9vPortrait;
+    }
+
+    public NineVFinalInfoOrc getNineVFinalInfo() {
+        return nineVFinalInfo;
+    }
+
+    public void setNineVFinalInfo(NineVFinalInfoOrc nineVFinalInfo) {
+        this.nineVFinalInfo = nineVFinalInfo;
+    }
 }

ibs/src/main/java/com/ruoyi/ibs/list/domain/Ent9vPortraitOrc.java

@@ -0,0 +1,80 @@
+package com.ruoyi.ibs.list.domain;
+
+import com.baomidou.mybatisplus.annotation.TableField;
+import com.baomidou.mybatisplus.annotation.TableName;
+import lombok.Data;
+
+import java.io.Serializable;
+import java.math.BigDecimal;
+
+/**
+ * 企业九维画像分数对象 ent_9v_portrait_orc_825
+ *
+ * @author ruoyi
+ * @date 2026-03-18
+ */
+@Data
+@TableName("ent_9v_portrait_orc_825")
+public class Ent9vPortraitOrc implements Serializable {
+
+    private static final long serialVersionUID = 1L;
+
+    /** 统一社会信用代码 */
+    private String uniscid;
+
+    /** 客户内码 */
+    @TableField("cst_id")
+    private String cstId;
+
+    /** 机构号 */
+    @TableField("org_no")
+    private String orgNo;
+
+    /** score_1合规经营 */
+    @TableField("score_1")
+    private BigDecimal score1;
+
+    /** score_2风险准入 */
+    @TableField("score_2")
+    private BigDecimal score2;
+
+    /** score_3高管信用评价 */
+    @TableField("score_3")
+    private String score3;
+
+    /** score_4股东信用评价 */
+    @TableField("score_4")
+    private BigDecimal score4;
+
+    /** score_5社会贡献度 */
+    @TableField("score_5")
+    private BigDecimal score5;
+
+    /** score_6稳定经营 */
+    @TableField("score_6")
+    private BigDecimal score6;
+
+    /** score_7经营能力 */
+    @TableField("score_7")
+    private BigDecimal score7;
+
+    /** score_8偿债能力 */
+    @TableField("score_8")
+    private BigDecimal score8;
+
+    /** score_9潜在代偿资源 */
+    @TableField("score_9")
+    private BigDecimal score9;
+
+    /** 九维总分 */
+    @TableField("score_all")
+    private BigDecimal scoreAll;
+
+    /** 九维总分排名 */
+    @TableField("score_all_rank")
+    private BigDecimal scoreAllRank;
+
+    /** 会计日期 */
+    @TableField("dat_dt")
+    private String datDt;
+}

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

@@ -0,0 +1,315 @@
+package com.ruoyi.ibs.list.domain;
+
+import com.baomidou.mybatisplus.annotation.TableField;
+import com.baomidou.mybatisplus.annotation.TableName;
+import lombok.Data;
+
+import java.io.Serializable;
+
+/**
+ * 企业九维画像详细信息对象 9v_final_info_orc_825
+ *
+ * @author ruoyi
+ * @date 2026-03-18
+ */
+@Data
+@TableName("9v_final_info_orc_825")
+public class NineVFinalInfoOrc implements Serializable {
+
+    private static final long serialVersionUID = 1L;
+
+    /** 统一社会信用代码 */
+    private String uniscid;
+
+    /** 机构号 */
+    @TableField("org_no")
+    private String orgNo;
+
+    /** 一、企业合规经营模块 */
+
+    /** 是否存在经营异常名录信息 */
+    @TableField("score_1_1")
+    private String score11;
+
+    /** 是否存在严重违法失信企业名单信息 */
+    @TableField("score_1_2")
+    private String score12;
+
+    /** 企业环境行为信仰登记是否为"E"或D */
+    @TableField("score_1_3")
+    private String score13;
+
+    /** 是否存在税务重大税收违法黑名单信息 */
+    @TableField("score_1_4")
+    private String score14;
+
+    /** 是否存在拖欠工资黑名单 */
+    @TableField("score_1_5")
+    private String score15;
+
+    /** 是否存在工商吊销企业信息 */
+    @TableField("score_1_6")
+    private String score16;
+
+    /** 二、企业风险准入模块 */
+
+    /** 是否存在注销企业信息 */
+    @TableField("score_2_1")
+    private String score21;
+
+    /** 是否存在执行案件信息 */
+    @TableField("score_2_2")
+    private String score22;
+
+    /** 是否存在查封信息 */
+    @TableField("score_2_3")
+    private String score23;
+
+    /** 是否存在单位未履行生效裁判信息 */
+    @TableField("score_2_4")
+    private String score24;
+
+    /** 是否存在企业破产清算信息 */
+    @TableField("score_2_5")
+    private String score25;
+
+    /** 是否失信被执行人 */
+    @TableField("score_2_6")
+    private String score26;
+
+    /** 是否为诉讼案件被告 */
+    @TableField("score_2_7")
+    private String score27;
+
+    /** 三、高管信用评价模块 */
+
+    /** 是否存在查封信息(score_3) */
+    @TableField("score_3_1")
+    private String score31;
+
+    /** 是否存在执行案件信息(score_3) */
+    @TableField("score_3_2")
+    private String score32;
+
+    /** 是否存在个人未履行生效裁判信息 */
+    @TableField("score_3_3")
+    private String score33;
+
+    /** 是否存在拖欠工资黑名单(score_3) */
+    @TableField("score_3_4")
+    private String score34;
+
+    /** 是否失信被执行人(score_3) */
+    @TableField("score_3_5")
+    private String score35;
+
+    /** 是否存在刑事案件被告人生效判决信息 */
+    @TableField("score_3_6")
+    private String score36;
+
+    /** 是否为诉讼案件被告(score_3) */
+    @TableField("score_3_7")
+    private String score37;
+
+    /** 四、股东信用评价模块 */
+
+    /** 是否存在查封信息(score_4) */
+    @TableField("score_4_1")
+    private String score41;
+
+    /** 是否存在执行案件信息(score_4) */
+    @TableField("score_4_2")
+    private String score42;
+
+    /** 是否存在个人未履行生效裁判信息(score_4) */
+    @TableField("score_4_3")
+    private String score43;
+
+    /** 是否存在拖欠工资黑名单(score_4) */
+    @TableField("score_4_4")
+    private String score44;
+
+    /** 是否失信被执行人(score_4) */
+    @TableField("score_4_5")
+    private String score45;
+
+    /** 是否存在刑事案件被告人生效判决信息(score_4) */
+    @TableField("score_4_6")
+    private String score46;
+
+    /** 是否为诉讼案件被告(score_4) */
+    @TableField("score_4_7")
+    private String score47;
+
+    /** 是否存在企业未履行生效裁判信息 */
+    @TableField("score_4_8")
+    private String score48;
+
+    /** 五、企业社会贡献度模块 */
+
+    /** 前12个月纳税金额 */
+    @TableField("score_5_1")
+    private String score51;
+
+    /** 纳税等级 */
+    @TableField("score_5_2")
+    private String score52;
+
+    /** 缴纳社保人数 */
+    @TableField("score_5_3")
+    private String score53;
+
+    /** 公积金缴纳人数 */
+    @TableField("score_5_4")
+    private String score54;
+
+    /** 是否为出口退税生产清单企业 */
+    @TableField("score_5_5")
+    private String score55;
+
+    /** 六、企业稳定经营模块 */
+
+    /** 市场主体经营年限 */
+    @TableField("score_6_1")
+    private String score61;
+
+    /** 股东（或发起人）或投资人信息认缴出资人数 */
+    @TableField("score_6_2")
+    private String score62;
+
+    /** 最大股东持股占比 */
+    @TableField("score_6_3")
+    private String score63;
+
+    /** 近三年法定代表人变更次数 */
+    @TableField("score_6_4")
+    private String score64;
+
+    /** 近三年股东变更次数 */
+    @TableField("score_6_5")
+    private String score65;
+
+    /** 近三年经营范围变更次数 */
+    @TableField("score_6_6")
+    private String score66;
+
+    /** 近三年经营地址变更次数 */
+    @TableField("score_6_7")
+    private String score67;
+
+    /** 近三年缴税年数 */
+    @TableField("score_6_8")
+    private String score68;
+
+    /** 法人户籍 */
+    @TableField("score_6_9")
+    private String score69;
+
+    /** 法人婚姻状况 */
+    @TableField("score_6_10")
+    private String score610;
+
+    /** 七、企业经营能力模块 */
+
+    /** 上年增值税金额 */
+    @TableField("score_7_1")
+    private String score71;
+
+    /** 今年增值税同比变动 */
+    @TableField("score_7_2")
+    private String score72;
+
+    /** 上年企业所得税金额 */
+    @TableField("score_7_3")
+    private String score73;
+
+    /** 今年所得税同比变动 */
+    @TableField("score_7_4")
+    private String score74;
+
+    /** 缴纳社保人数同比变动 */
+    @TableField("score_7_5")
+    private String score75;
+
+    /** 公积金缴纳人数同比变动 */
+    @TableField("score_7_6")
+    private String score76;
+
+    /** 当年纳税金额同比变动 */
+    @TableField("score_7_7")
+    private String score77;
+
+    /** 上年出口退税金额 */
+    @TableField("score_7_8")
+    private String score78;
+
+    /** 八、企业偿债能力模块 */
+
+    /** 房产套数 */
+    @TableField("score_8_1")
+    private String score81;
+
+    /** 房产面积 */
+    @TableField("score_8_2")
+    private String score82;
+
+    /** 未抵押房产套数 */
+    @TableField("score_8_3")
+    private String score83;
+
+    /** 未抵押房产面积 */
+    @TableField("score_8_4")
+    private String score84;
+
+    /** 已抵押房产被担保债权数额 */
+    @TableField("score_8_5")
+    private String score85;
+
+    /** 企业车产金额 */
+    @TableField("score_8_6")
+    private String score86;
+
+    /** 九、潜在代偿资源模块 */
+
+    /** 法人及股东房产面积合计 */
+    @TableField("score_9_1")
+    private String score91;
+
+    /** 法人及股东房产套数合计 */
+    @TableField("score_9_2")
+    private String score92;
+
+    /** 法人及股东未抵押房产套数合计 */
+    @TableField("score_9_3")
+    private String score93;
+
+    /** 法人及股东未抵押房产面积 */
+    @TableField("score_9_4")
+    private String score94;
+
+    /** 法人及股东已抵押房产被担保债权数额合计 */
+    @TableField("score_9_5")
+    private String score95;
+
+    /** 法人代表车产金额 */
+    @TableField("score_9_6")
+    private String score96;
+
+    /** 十、企业环境信用模块 */
+
+    /** 生态信用扣分 */
+    @TableField("score_b015")
+    private String scoreB015;
+
+    /** 列入环境失信黑名单时间 */
+    @TableField("score_b016_time")
+    private String scoreB016Time;
+
+    /** 列入环境失信黑名单原因 */
+    @TableField("score_b016_reason")
+    private String scoreB016Reason;
+
+    /** 环境行为信用评价等级 */
+    @TableField("score_a020")
+    private String scoreA020;
+}

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/Ent9vPortraitOrcMapper.java

@@ -0,0 +1,13 @@
+package com.ruoyi.ibs.list.mapper;
+
+import com.baomidou.mybatisplus.core.mapper.BaseMapper;
+import com.ruoyi.ibs.list.domain.Ent9vPortraitOrc;
+
+/**
+ * 企业九维画像分数Mapper接口
+ *
+ * @author ruoyi
+ * @date 2026-03-18
+ */
+public interface Ent9vPortraitOrcMapper extends BaseMapper<Ent9vPortraitOrc> {
+}

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

@@ -0,0 +1,13 @@
+package com.ruoyi.ibs.list.mapper;
+
+import com.baomidou.mybatisplus.core.mapper.BaseMapper;
+import com.ruoyi.ibs.list.domain.NineVFinalInfoOrc;
+
+/**
+ * 企业九维画像详细信息Mapper接口
+ *
+ * @author ruoyi
+ * @date 2026-03-18
+ */
+public interface NineVFinalInfoOrcMapper extends BaseMapper<NineVFinalInfoOrc> {
+}

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/CustInfoBusinessServiceImpl.java

@@ -24,7 +24,9 @@ import com.ruoyi.ibs.grid.util.CustExcelUtil;
 import com.ruoyi.ibs.list.domain.*;
 import com.ruoyi.ibs.list.mapper.CorporateShareholderMapper;
 import com.ruoyi.ibs.list.mapper.CustInfoRetailMapper;
+import com.ruoyi.ibs.list.mapper.Ent9vPortraitOrcMapper;
 import com.ruoyi.ibs.list.mapper.FamilyMembersMapper;
+import com.ruoyi.ibs.list.mapper.NineVFinalInfoOrcMapper;
 import com.ruoyi.ibs.list.mapper.SignedProductsMapper;
 import com.ruoyi.ibs.list.service.ICustInfoBusinessService;
 import com.ruoyi.system.mapper.SysIndustryMapper;
@@ -75,6 +77,12 @@ public class CustInfoBusinessServiceImpl implements ICustInfoBusinessService
     @Autowired
     private FamilyMembersMapper familyMembersMapper;
 
+    @Autowired
+    private Ent9vPortraitOrcMapper ent9vPortraitOrcMapper;
+
+    @Autowired
+    private NineVFinalInfoOrcMapper nineVFinalInfoOrcMapper;
+
     @Autowired
     private CustMapMapper custMapMapper;
 
@@ -138,6 +146,17 @@ public class CustInfoBusinessServiceImpl implements ICustInfoBusinessService
             //查询手动标签列表
             List<CustManualTagVO> tagCreateVos = familyMembersMapper.selectManualTag(params);
             custInfoBusinessVo.setTagManual(TreeNode.convertToTreeByParentId(tagCreateVos));
+
+            // 仅当登录机构为825时，查询九维画像数据
+            if ("825".equals(getHeadId())) {
+                LambdaQueryWrapper<Ent9vPortraitOrc> portraitWrapper = new LambdaQueryWrapper<>();
+                portraitWrapper.eq(Ent9vPortraitOrc::getUniscid, custInfoBusiness.getSocialCreditCode());
+                custInfoBusinessVo.setEnt9vPortrait(ent9vPortraitOrcMapper.selectOne(portraitWrapper));
+
+                LambdaQueryWrapper<NineVFinalInfoOrc> finalInfoWrapper = new LambdaQueryWrapper<>();
+                finalInfoWrapper.eq(NineVFinalInfoOrc::getUniscid, custInfoBusiness.getSocialCreditCode());
+                custInfoBusinessVo.setNineVFinalInfo(nineVFinalInfoOrcMapper.selectOne(finalInfoWrapper));
+            }
         }
         return custInfoBusinessVo;
     }

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")
@@ -131,4 +159,15 @@ public class WorkRecordController extends BaseController {
         return toAjax(workRecordService.updateReadTime(id));
     }
 
+    /**
+     * 查询所有预警类型
+     */
+    @GetMapping("/alter/types")
+    @Log(title = "工作台-查询预警类型")
+    @ApiOperation("查询所有预警类型")
+    public AjaxResult getAlterTypes() {
+        List<String> types = workRecordService.getAlterTypes();
+        return AjaxResult.success(types);
+    }
+
 }

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
      *
@@ -112,4 +128,12 @@ public interface WorkRecordMapper extends BaseMapper<WorkRecord> {
     List<AlterConfigVO> selectAlterConfigList(String alterType);
 
     int updateAlterConfig(AlterConfig alterConfig);
+
+    /**
+     * 查询所有预警类型
+     *
+     * @param headId 总部ID（部门ID前三位）
+     * @return 预警类型列表
+     */
+    List<String> selectAlterTypes(@Param("headId") String headId);
 }

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
      *
@@ -85,4 +102,11 @@ public interface WorkRecordService{
     int updateReadTime(Long id);
 
     AlterCountVO getAlterCount(Date reportTime);
+
+    /**
+     * 查询所有预警类型
+     *
+     * @return 预警类型列表
+     */
+    List<String> getAlterTypes();
 }

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

@@ -11,19 +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;
@@ -39,15 +49,35 @@ import org.springframework.transaction.annotation.Transactional;
 @Service
 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;
+
     /**
      * 查询我的工作清单
      * 
@@ -137,7 +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;
     }
 
     /**
@@ -150,27 +182,98 @@ public class WorkRecordServiceImpl implements WorkRecordService {
      * @return 预警信息
      */
     @Override
-    public List<AlterVO> getAllAlterList(String status, String alterType) {
+    public List<AlterVO> getAllAlterList(String status, String alterType, String forwardFlag) {
-        List<AlterVO> alterVOS = workRecordMapper.selectAllAlterList(String.valueOf(SecurityUtils.getDeptId()), SecurityUtils.userRole(), status, alterType, SecurityUtils.getUsername());
+        List<AlterVO> alterVOS = workRecordMapper.selectAllAlterList(
-        // 将 userName 和 nickName 以 "userName-nickName" 的方式拼接后设置到 custInfo 字段
+                String.valueOf(SecurityUtils.getDeptId()),
-        if (alterVOS != null && !alterVOS.isEmpty()) {
+                SecurityUtils.userRole(),
-            alterVOS.forEach(alterVO -> {
+                status,
-                String userName = alterVO.getUserName();
+                alterType,
-                String nickName = alterVO.getNickName();
+                SecurityUtils.getUsername(),
-                if (userName != null && nickName != null) {
+                forwardFlag
-                    alterVO.setUserInfo(nickName + "-" + userName);
+        );
-                } else if (userName != null) {
+        fillAlterExtFields(alterVOS);
-                    alterVO.setUserInfo(userName);
-                } else if (nickName != null) {
-                    alterVO.setUserInfo(nickName);
-                } else {
-                    alterVO.setUserInfo("");
-                }
-            });
-        }
         return alterVOS;
     }
 
+    /**
+     * 查询转发弹窗所需元数据。
+     * 单选时返回手动选项并附带历史推荐；多选时根据是否存在历史记录决定走手动分配还是历史推荐模式。
+     */
+    @Override
+    public AlterForwardMetaVO getAlterForwardMeta(List<Long> ids) {
+        if (ids == null || ids.isEmpty()) {
+            throw new ServiceException("请选择需要转发的预警");
+        }
+        AlterForwardMetaVO metaVO = new AlterForwardMetaVO();
+        String role = requireForwardRole();
+        Long currentDeptId = SecurityUtils.getDeptId();
+        String currentUser = SecurityUtils.getUsername();
+        List<WorkRecord> workRecords = workRecordMapper.selectBatchIds(ids);
+        if (workRecords == null || workRecords.size() != ids.size()) {
+            throw new ServiceException("存在预警记录已不存在，请刷新后重试");
+        }
+        workRecords.forEach(item -> validateRecordBeforeForward(item, role, currentUser, currentDeptId));
+        if (ids.size() > 1) {
+            boolean hasAnyHistory = workRecords.stream()
+                    .map(item -> getHistoryRecommend(item.getCustId(), currentDeptId, role))
+                    .anyMatch(Objects::nonNull);
+            metaVO.setHasHistoryRecommend(hasAnyHistory);
+            metaVO.setHistoryOnly(hasAnyHistory);
+            if (!hasAnyHistory) {
+                fillManualOptions(metaVO, role, currentDeptId);
+            }
+            return metaVO;
+        }
+        WorkRecord workRecord = workRecords.get(0);
+        fillManualOptions(metaVO, role, currentDeptId);
+        fillHistoryRecommend(metaVO, workRecord.getCustId(), currentDeptId, role);
+        return metaVO;
+    }
+
+    /**
+     * 执行预警转发。
+     * 支持手动分配和按历史推荐分配两种模式，并分别统计成功和失败数量。
+     */
+    @Override
+    @Transactional(rollbackFor = Exception.class)
+    public AlterForwardResultVO forwardAlter(AlterForwardRequest request) {
+        String role = requireForwardRole();
+        String currentUser = SecurityUtils.getUsername();
+        Long currentDeptId = SecurityUtils.getDeptId();
+        AlterForwardResultVO result = new AlterForwardResultVO();
+        boolean useHistory = Boolean.TRUE.equals(request.getUseHistory());
+        ForwardTarget manualTarget = useHistory ? null : resolveManualTarget(request, role, currentDeptId);
+
+        List<WorkRecord> workRecords = workRecordMapper.selectBatchIds(request.getIds());
+        if (workRecords == null || workRecords.size() != request.getIds().size()) {
+            throw new ServiceException("存在预警记录已不存在，请刷新后重试");
+        }
+
+        for (WorkRecord workRecord : workRecords) {
+            validateRecordBeforeForward(workRecord, role, currentUser, currentDeptId);
+            AlterAssignHistory history = useHistory ? getHistoryRecommend(workRecord.getCustId(), currentDeptId, role) : null;
+            ForwardTarget target = useHistory ? resolveHistoryTarget(history, role, currentDeptId) : manualTarget;
+            if (target == null) {
+                result.setFailCount(result.getFailCount() + 1);
+                continue;
+            }
+            int row = doForward(workRecord.getId(), currentUser, currentDeptId, role, target);
+            if (row <= 0) {
+                result.setFailCount(result.getFailCount() + 1);
+                continue;
+            }
+            result.setSuccessCount(result.getSuccessCount() + row);
+            if (useHistory) {
+                if (history != null) {
+                    saveAssignHistoryByHistory(workRecord, history, role, currentDeptId);
+                }
+            } else {
+                saveAssignHistory(workRecord, manualTarget, role, currentDeptId);
+            }
+        }
+        return result;
+    }
+
     /**
      * 定时任务生成工作清单
      *
@@ -253,6 +356,19 @@ public class WorkRecordServiceImpl implements WorkRecordService {
         return alterCountVO;
     }
 
+    @Override
+    public List<String> getAlterTypes() {
+        String headId = SecurityUtils.getHeadId();
+        String cacheKey = alterTypesRedisKey + ":" + headId;
+        List<String> cachedTypes = redisCache.getCacheObject(cacheKey);
+        if (cachedTypes != null) {
+            return cachedTypes;
+        }
+        List<String> types = workRecordMapper.selectAlterTypes(headId);
+        redisCache.setCacheObjectToEndDay(cacheKey, types);
+        return types;
+    }
+
     /**
      * 获取当前登录用户权限范围内所有post_ids
      * @return
@@ -332,4 +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/CustInfoBusinessMapper.xml

@@ -857,6 +857,28 @@
         select id,cust_name from cust_info_business where social_credit_code = #{socialCreditCode}
     </select>
 
+    <select id="selectExistingSocialCreditCodes" resultType="java.lang.String">
+        select social_credit_code
+        from cust_info_business_${deptCode}
+        where social_credit_code in
+        <foreach item="socialCreditCode" collection="socialCreditCodes" open="(" separator="," close=")">
+            #{socialCreditCode}
+        </foreach>
+    </select>
+
+    <update id="batchUpdateCustLevelBySocialCreditCode">
+        update cust_info_business_${deptCode}
+        set cust_level = case social_credit_code
+        <foreach item="item" collection="list">
+            when #{item.socialCreditCode} then #{item.custLevel}
+        </foreach>
+        end
+        where social_credit_code in
+        <foreach item="item" collection="list" open="(" separator="," close=")">
+            #{item.socialCreditCode}
+        </foreach>
+    </update>
+
 	<insert id="insertCustomersToBusinessByScCode" parameterType="java.util.List">
         INSERT INTO cust_info_business
         (cust_id,cust_name, social_credit_code, update_by, update_time, cust_phone, industry, asset, credit)
@@ -866,4 +888,4 @@
         </foreach>
     </insert>
 
-</mapper>
+</mapper>

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

@@ -184,19 +184,21 @@ PUBLIC "-//mybatis.org//DTD Mapper 3.0//EN"
     </insert>
 
     <select id="selectAlterList" resultType="AlterVO">
-        select id, user_name, nick_name, alter_type, alter_detail, cust_id, cust_name, read_time, status, remark, is_feedback, cust_isn
+        select wr.id, wr.user_name, wr.nick_name, wr.alter_type, wr.alter_detail, wr.cust_id, wr.cust_name,
-        from work_record
+               wr.read_time, wr.status, wr.remark, wr.is_feedback, wr.cust_isn, wr.dept_id, sd.dept_name
+        from work_record wr
+        left join sys_dept sd on wr.dept_id = sd.dept_id
         <where>
-            is_alter = 1
+            wr.is_alter = 1
-            and user_name= #{username}
+            and wr.user_name= #{username}
             <if test="status != null and status != ''">
-                and status = #{status}
+                and wr.status = #{status}
             </if>
             <if test="alterType != null and alterType != ''">
-                and alter_type LIKE CONCAT('%', #{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">
@@ -209,45 +211,148 @@ PUBLIC "-//mybatis.org//DTD Mapper 3.0//EN"
         from work_record wr
         left join sys_user su on su.user_name = wr.user_name
         left join sys_dept d on su.dept_id = d.dept_id
+        left join sys_dept wd on wr.dept_id = wd.dept_id
         where wr.is_alter = 1
         and wr.create_time &lt;= #{reportTime}
         and (
         <choose>
-            <when test="role != null and role == 'outlet'"> su.dept_id = #{deptId} </when>
+            <when test="role != null and role == 'outlet'"> (su.dept_id = #{deptId} or wr.dept_id = #{deptId}) </when>
-            <when test="role != null and role == 'branch'"> (su.dept_id = #{deptId} or find_in_set(#{deptId},d.ancestors)) </when>
+            <when test="role != null and role == 'branch'"> ((su.dept_id = #{deptId} or find_in_set(#{deptId},d.ancestors)) or (wr.dept_id = #{deptId} or find_in_set(#{deptId},wd.ancestors))) </when>
-            <when test="role != null and role == 'private'"> (left(su.dept_id,3) = left(#{deptId},3) and wr.cust_type in ('0', '1')) </when>
+            <when test="role != null and role == 'private'"> ((left(su.dept_id,3) = left(#{deptId},3) or left(wr.dept_id,3) = left(#{deptId},3)) and wr.cust_type in ('0', '1')) </when>
-            <when test="role != null and role == 'public'"> (left(su.dept_id,3) = left(#{deptId},3) and wr.cust_type = '2') </when>
+            <when test="role != null and role == 'public'"> ((left(su.dept_id,3) = left(#{deptId},3) or left(wr.dept_id,3) = left(#{deptId},3)) and wr.cust_type = '2') </when>
-            <when test="role != null and role == 'ops'"> left(su.dept_id,3) = left(#{deptId},3) </when>
+            <when test="role != null and role == 'ops'"> (left(su.dept_id,3) = left(#{deptId},3) or left(wr.dept_id,3) = left(#{deptId},3)) </when>
-            <when test="role != null and role == 'head'"> left(su.dept_id,3) = left(#{deptId},3) </when>
+            <when test="role != null and role == 'head'"> (left(su.dept_id,3) = left(#{deptId},3) or left(wr.dept_id,3) = left(#{deptId},3)) </when>
         </choose>)
     </select>
 
     <select id="selectAllAlterList" resultType="AlterVO">
-        select wr.id, wr.user_name, wr.nick_name, wr.alter_type, wr.alter_detail, wr.cust_id, wr.cust_name, wr.read_time, wr.status, wr.remark, wr.cust_type, wr.is_feedback, wr.cust_isn
+        select wr.id, wr.user_name, wr.nick_name, wr.alter_type, wr.alter_detail, wr.cust_id, wr.cust_name, wr.read_time,
+               wr.status, wr.remark, wr.cust_type, wr.is_feedback, wr.cust_isn, wr.dept_id, wd.dept_name
         from work_record wr
         left join sys_user su on su.user_name = wr.user_name
         left join sys_dept d on su.dept_id = d.dept_id
+        left join sys_dept wd on wr.dept_id = wd.dept_id
         where wr.is_alter = 1
         <if test="status != null and status != ''">
             and wr.status = #{status}
         </if>
         <if test="alterType != null and alterType != ''">
-            and wr.alter_type LIKE CONCAT('%', #{alterType}, '%')
+            and wr.alter_type = #{alterType}
+        </if>
+        <if test="forwardFlag != null and forwardFlag != ''">
+            <choose>
+                <when test='forwardFlag == "1"'>
+                    and wr.alter_type in ('个人资产客户定期存款', '个人资产客户封闭式理财')
+                    and wr.alter_detail like '[FORWARD=1]%'
+                </when>
+                <when test='forwardFlag == "0"'>
+                    and (
+                        (wr.alter_type in ('个人资产客户定期存款', '个人资产客户封闭式理财')
+                            and wr.alter_detail like '[FORWARD=0]%')
+                        or wr.alter_type not in ('个人资产客户定期存款', '个人资产客户封闭式理财')
+                    )
+                </when>
+            </choose>
         </if>
         <!-- "走访异常提醒"类型直接通过用户名匹配,其他类型按角色权限处理 -->
         and ((wr.alter_type = '走访异常提醒' and wr.user_name = #{username}) or
             (wr.alter_type != '走访异常提醒' and (
             <choose>
-                <when test="role != null and role == 'outlet'"> su.dept_id = #{deptId} </when>
+                <when test="role != null and role == 'outlet'"> (su.dept_id = #{deptId} or wr.dept_id = #{deptId}) </when>
-                <when test="role != null and role == 'branch'"> (su.dept_id = #{deptId} or find_in_set(#{deptId},d.ancestors)) </when>
+                <when test="role != null and role == 'branch'"> ((su.dept_id = #{deptId} or find_in_set(#{deptId},d.ancestors)) or (wr.dept_id = #{deptId} or find_in_set(#{deptId},wd.ancestors))) </when>
-                <when test="role != null and role == 'private'"> (left(su.dept_id,3) = left(#{deptId},3) and wr.cust_type in ('0', '1')) </when>
+                <when test="role != null and role == 'private'"> ((left(su.dept_id,3) = left(#{deptId},3) or left(wr.dept_id,3) = left(#{deptId},3)) and wr.cust_type in ('0', '1')) </when>
-                <when test="role != null and role == 'public'"> (left(su.dept_id,3) = left(#{deptId},3) and wr.cust_type = '2') </when>
+                <when test="role != null and role == 'public'"> ((left(su.dept_id,3) = left(#{deptId},3) or left(wr.dept_id,3) = left(#{deptId},3)) and wr.cust_type = '2') </when>
-                <when test="role != null and role == 'ops'"> left(su.dept_id,3) = left(#{deptId},3) </when>
+                <when test="role != null and role == 'ops'"> (left(su.dept_id,3) = left(#{deptId},3) or left(wr.dept_id,3) = left(#{deptId},3)) </when>
-                <when test="role != null and role == 'head'"> left(su.dept_id,3) = left(#{deptId},3) </when>
+                <when test="role != null and role == 'head'"> (left(su.dept_id,3) = left(#{deptId},3) or left(wr.dept_id,3) = left(#{deptId},3)) </when>
             </choose> )))
         order by wr.create_time desc, wr.status asc, wr.user_name desc
     </select>
 
+    <select id="selectForwardDeptTargets" resultType="AlterAssignTargetVO">
+        select cast(sd.dept_id as char) as targetCode, sd.dept_name as targetName
+        from sys_dept sd
+        where sd.del_flag = '0'
+          and sd.status = '0'
+          and sd.dept_type = 'outlet'
+          and sd.parent_id = #{branchDeptId}
+        order by sd.order_num, sd.dept_id
+    </select>
+
+    <select id="selectForwardUserTargets" resultType="AlterAssignTargetVO">
+        select su.user_name as targetCode, concat(su.nick_name, '-', su.user_name) as targetName
+        from sys_user su
+        where su.del_flag = '0'
+          and su.status = '0'
+          and su.dept_id = #{deptId}
+        <choose>
+            <when test="role == 'manager'">
+                and su.role_id = 102
+            </when>
+            <when test="role == 'branch'">
+                and su.role_id = 101
+            </when>
+            <when test="role == 'outlet'">
+                and su.role_id = 116
+            </when>
+            <otherwise>
+                and 1 = 2
+            </otherwise>
+        </choose>
+        order by su.nick_name, su.user_name
+    </select>
+
+    <update id="updateAlterForwardToDept">
+        update work_record
+        set user_name = null,
+            nick_name = null,
+            dept_id = #{targetDeptId},
+            read_time = null,
+            update_time = sysdate(),
+            update_by = #{updateBy}
+        where id = #{id}
+          and user_name = #{sourceUserName}
+          and dept_id is null
+          and is_alter = 1
+    </update>
+
+    <update id="updateAlterForwardToUserByBranch">
+        update work_record
+        set user_name = #{targetUserName},
+            nick_name = #{targetNickName},
+            alter_detail = case
+                when alter_detail like '[FORWARD=1] %' then concat('[FORWARD=0] ', substring(alter_detail, 13))
+                when alter_detail like '[FORWARD=1]%' then concat('[FORWARD=0]', substring(alter_detail, 12))
+                else alter_detail
+            end,
+            dept_id = null,
+            read_time = null,
+            update_time = sysdate(),
+            update_by = #{updateBy}
+        where id = #{id}
+          and user_name = #{sourceUserName}
+          and dept_id is null
+          and is_alter = 1
+    </update>
+
+    <update id="updateAlterForwardToUserByOutlet">
+        update work_record
+        set user_name = #{targetUserName},
+            nick_name = #{targetNickName},
+            alter_detail = case
+                when alter_detail like '[FORWARD=1] %' then concat('[FORWARD=0] ', substring(alter_detail, 13))
+                when alter_detail like '[FORWARD=1]%' then concat('[FORWARD=0]', substring(alter_detail, 12))
+                else alter_detail
+            end,
+            dept_id = null,
+            read_time = null,
+            update_time = sysdate(),
+            update_by = #{updateBy}
+        where id = #{id}
+          and dept_id = #{sourceDeptId}
+          and user_name is null
+          and is_alter = 1
+    </update>
+
     <select id="selectAlterConfigList" resultType="AlterConfigVO">
         select id, alter_type, prod_type, warn_role, warn_threshold, update_time, update_by, type
         from alter_config
@@ -268,4 +373,14 @@ PUBLIC "-//mybatis.org//DTD Mapper 3.0//EN"
         where id = #{id}
     </update>
 
-</mapper>
+    <select id="selectAlterTypes" resultType="string">
+        select distinct alter_type
+        from work_record
+        where is_alter = 1
+          and alter_type is not null
+          and alter_type != ''
+          and left(user_name, 3) = #{headId}
+        order by alter_type
+    </select>
+
+</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
@@ -505,4 +535,20 @@
         where manager_id is not null
     </select>
 
-</mapper>
+    <!-- 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}
+    </select>
+
+    <!-- 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
+        <foreach item="custInfo" collection="custInfoList" separator=" or " open="(" close=")">
+            (cust_id = #{custInfo.custId} and cust_type = #{custInfo.custType})
+        </foreach>
+    </select>
+
+</mapper>

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

@@ -55,8 +55,5 @@
         <if test="custName != null  and custName != ''">AND b.cust_name like concat('%', #{custName}, '%')</if>
         <if test="custType != null  and custType != ''">AND b.cust_type = #{custType}</if>
     </select>
-    <select id="">
 
-    </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/grid/RegionGridCustUserMapper.xml

@@ -121,4 +121,30 @@
         WHERE sec_grid_id = #{gridId}
           AND cust_type = #{custType}
     </select>
+
+    <!-- 根据网格ID列表查询所有客户（一级或二级网格） -->
+    <select id="selectAllCustByGridIds" resultType="RegionCustUser">
+        SELECT DISTINCT cust_id, cust_name, cust_type
+        FROM grid_region_cust_user_${headId}
+        WHERE (top_grid_id IN
+        <foreach collection="gridIds" item="gridId" index="index" open="(" separator="," close=")">
+            #{gridId}
+        </foreach>
+        OR sec_grid_id IN
+        <foreach collection="gridIds" item="gridId" index="index" open="(" separator="," close=")">
+            #{gridId}
+        </foreach>)
+    </select>
+
+    <!-- 根据绘制网格ID查询所有客户（用于客群导入，直接拼接headId绕过拦截器） -->
+    <select id="selectCustByDrawGridId" resultType="RegionCustUser">
+        SELECT DISTINCT
+            sc.cust_id,
+            sc.cust_name,
+            sc.cust_type
+        FROM grid_draw_shape_relate sr
+        LEFT JOIN draw_shape_cust_${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/RegionGridMapper.xml

@@ -339,4 +339,26 @@
     <select id="getSecGridIdByTopGridId" resultType="Long">
         select grid_id from grid_region_grid where parent_grid_id = #{gridId} and grid_level = '2' and delete_flag = '0'
     </select>
+
+    <!-- 查询地理网格列表（简化版）- 专用于客群创建 -->
+    <select id="getRegionGridListForGroup" parameterType="RegionGridListDTO" resultType="RegionGridGroupVO">
+        select distinct a.grid_id, a.grid_name
+        from grid_region_grid a
+        left join grid_region_user_relate c on c.grid_id = a.grid_id
+        where a.delete_flag = '0'
+        and c.delete_flag = '0'
+        and a.grid_level = #{gridLevel}
+        and (a.dept_id in (select dept_id from sys_dept where dept_id = #{deptId} or find_in_set(#{deptId}, ancestors))
+            or c.relate_dept_id in (select dept_id from sys_dept where dept_id = #{deptId} or find_in_set(#{deptId}, ancestors)))
+        <if test="opsDept != null and opsDept != ''">
+            and a.ops_dept = #{opsDept}
+        </if>
+        <if test="gridDutyType != null and gridDutyType != ''">
+            and a.grid_duty_type = #{gridDutyType}
+        </if>
+        <if test="gridName != null and gridName != ''">
+            and a.grid_name like concat('%', #{gridName}, '%')
+        </if>
+        ORDER BY a.grid_name
+    </select>
 </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
+        when hist_branch_dep.dept_id is not null then hist_branch_dep.dept_id
-        else dep2.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 ''
+        when hist_branch_dep.dept_id is not null then ifnull(hist_outlet_dep.dept_name, '')
-        else 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
+        when hist_branch_dep.dept_id is not null then hist_branch_dep.dept_name
-        else dep2.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 (
-        left join sys_dept dep2 on dep.parent_id = dep2.dept_id
+        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: 6380
+    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/domain/SysNotice.java

@@ -31,6 +31,12 @@ public class SysNotice extends BaseEntity
     /** 公告状态（0正常 1关闭） */
     private String status;
 
+    /** 可见总行部门ID，多选逗号分隔 */
+    private String deptIds;
+
+    /** 当前登录用户所属总行部门ID，仅用于查询过滤 */
+    private String currentHeadDeptId;
+
     public Long getNoticeId()
     {
         return noticeId;
@@ -84,6 +90,26 @@ public class SysNotice extends BaseEntity
         return status;
     }
 
+    public String getDeptIds()
+    {
+        return deptIds;
+    }
+
+    public void setDeptIds(String deptIds)
+    {
+        this.deptIds = deptIds;
+    }
+
+    public String getCurrentHeadDeptId()
+    {
+        return currentHeadDeptId;
+    }
+
+    public void setCurrentHeadDeptId(String currentHeadDeptId)
+    {
+        this.currentHeadDeptId = currentHeadDeptId;
+    }
+
     @Override
     public String toString() {
         return new ToStringBuilder(this,ToStringStyle.MULTI_LINE_STYLE)
@@ -92,6 +118,7 @@ public class SysNotice extends BaseEntity
             .append("noticeType", getNoticeType())
             .append("noticeContent", getNoticeContent())
             .append("status", getStatus())
+            .append("deptIds", getDeptIds())
             .append("createBy", getCreateBy())
             .append("createTime", getCreateTime())
             .append("updateBy", getUpdateBy())

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;