Merge branch 'dev'

ibs-group/pom.xml

@@ -0,0 +1,88 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<project xmlns="http://maven.apache.org/POM/4.0.0"
+         xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
+         xsi:schemaLocation="http://maven.apache.org/POM/4.0.0 http://maven.apache.org/xsd/maven-4.0.0.xsd">
+    <modelVersion>4.0.0</modelVersion>
+    <parent>
+        <groupId>com.ruoyi</groupId>
+        <artifactId>ruoyi</artifactId>
+        <version>3.8.8</version>
+    </parent>
+
+    <artifactId>ibs-group</artifactId>
+
+    <properties>
+        <maven.compiler.source>17</maven.compiler.source>
+        <maven.compiler.target>17</maven.compiler.target>
+        <project.build.sourceEncoding>UTF-8</project.build.sourceEncoding>
+    </properties>
+
+    <dependencies>
+
+        <!-- Mockito依赖 -->
+        <dependency>
+            <groupId>org.mockito</groupId>
+            <artifactId>mockito-core</artifactId>
+            <version>3.3.3</version> <!-- 请根据需要选择合适的版本 -->
+            <scope>test</scope>
+        </dependency>
+        <!-- JUnit依赖 -->
+        <dependency>
+            <groupId>junit</groupId>
+            <artifactId>junit</artifactId>
+            <version>4.12</version> <!-- 请根据需要选择合适的版本 -->
+            <scope>test</scope>
+        </dependency>
+
+
+        <!-- 通用工具-->
+        <dependency>
+            <groupId>com.ruoyi</groupId>
+            <artifactId>ruoyi-common</artifactId>
+        </dependency>
+        <dependency>
+            <groupId>org.locationtech.jts</groupId>
+            <artifactId>jts-core</artifactId>
+            <version>1.18.2</version>
+        </dependency>
+        <dependency>
+            <groupId>org.projectlombok</groupId>
+            <artifactId>lombok</artifactId>
+        </dependency>
+        <dependency>
+            <groupId>org.springframework</groupId>
+            <artifactId>spring-webmvc</artifactId>
+            <version>5.3.31</version>
+        </dependency>
+        <!--        <dependency>-->
+        <!--            <groupId>org.postgresql</groupId>-->
+        <!--            <artifactId>postgresql</artifactId>-->
+        <!--            <version>42.3.3</version>-->
+        <!--        </dependency>-->
+        <dependency>
+            <groupId>io.swagger</groupId>
+            <artifactId>swagger-annotations</artifactId>
+            <version>1.6.2</version>
+        </dependency>
+        <dependency>
+            <groupId>com.ruoyi</groupId>
+            <artifactId>ruoyi-system</artifactId>
+        </dependency>
+        <dependency>
+            <groupId>com.alibaba</groupId>
+            <artifactId>easyexcel-core</artifactId>
+            <version>3.3.3</version>
+        </dependency>
+        <dependency>
+            <groupId>com.opencsv</groupId>
+            <artifactId>opencsv</artifactId>
+            <version>5.2</version>
+        </dependency>
+        <dependency>
+            <groupId>com.ruoyi</groupId>
+            <artifactId>ibs</artifactId>
+        </dependency>
+
+    </dependencies>
+
+</project>

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

@@ -0,0 +1,164 @@
+package com.ruoyi.group.controller;
+
+import com.alibaba.fastjson2.JSON;
+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.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;
+import io.swagger.annotations.Api;
+import io.swagger.annotations.ApiOperation;
+import org.springframework.http.MediaType;
+import org.springframework.web.bind.annotation.*;
+import org.springframework.web.multipart.MultipartFile;
+
+import javax.annotation.Resource;
+import javax.servlet.http.HttpServletResponse;
+import javax.validation.Valid;
+import java.util.List;
+
+/**
+ * 客群管理Controller
+ *
+ * @author ruoyi
+ */
+@Api(tags = "客群管理接口")
+@RestController
+@RequestMapping("/group/cust")
+public class CustGroupController extends BaseController {
+
+    @Resource
+    private ICustGroupService custGroupService;
+
+    /**
+     * 查询客群列表
+     */
+    @ApiOperation("查询客群列表")
+    @Log(title = "客群管理-查询客群列表")
+    @GetMapping("/list")
+    public TableDataInfo listCustGroup(CustGroupQueryDTO dto) {
+        startPage();
+        List<CustGroupVO> list = custGroupService.listCustGroup(dto);
+        return getDataTable(list);
+    }
+
+    /**
+     * 获取客群详情
+     */
+    @ApiOperation("获取客群详情")
+    @Log(title = "客群管理-获取客群详情")
+    @GetMapping("/{id}")
+    public AjaxResult getCustGroup(@PathVariable Long id) {
+        CustGroupVO vo = custGroupService.getCustGroup(id);
+        return AjaxResult.success(vo);
+    }
+
+    /**
+     * 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）
+     */
+    @ApiOperation("异步创建客群（模板导入）")
+    @Log(title = "客群管理-异步创建客群", businessType = BusinessType.INSERT)
+    @PostMapping(value = "/createByTemplate", consumes = MediaType.MULTIPART_FORM_DATA_VALUE)
+    public AjaxResult createCustGroupByTemplate(@RequestPart("dto") @Valid String dtoJson,
+                                            @RequestPart("file") MultipartFile file) {
+        CustGroup custGroup = JSON.parseObject(dtoJson, CustGroup.class);
+        return AjaxResult.success(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）
+     */
+    @ApiOperation("更新客群（模板导入）")
+    @Log(title = "客群管理-更新客群（模板导入）", businessType = BusinessType.UPDATE)
+    @PostMapping(value = "/updateByTemplate", consumes = MediaType.MULTIPART_FORM_DATA_VALUE)
+    public AjaxResult updateCustGroupByTemplate(@RequestPart("dto") @Valid String dtoJson,
+                                          @RequestPart("file") MultipartFile file) {
+        CustGroup custGroup = JSON.parseObject(dtoJson, CustGroup.class);
+        return AjaxResult.success(custGroupService.updateCustGroupByTemplate(custGroup, file));
+    }
+
+    /**
+     * 轮询客群创建状态
+     */
+    @ApiOperation("轮询客群创建状态")
+    @Log(title = "客群管理-轮询客群创建状态")
+    @GetMapping("/createStatus/{id}")
+    public AjaxResult getCreateStatus(@PathVariable Long id) {
+        String status = custGroupService.getCreateStatus(id);
+        return AjaxResult.success(status);
+    }
+
+    /**
+     * 客户信息模板下载
+     */
+    @ApiOperation("客户信息模板")
+    @Log(title = "客群管理-客户信息模板", businessType = BusinessType.EXPORT)
+    @PostMapping("/download")
+    public void download(HttpServletResponse response) {
+        ExcelUtil<CustGroupMemberTemplate> util = new ExcelUtil<>(CustGroupMemberTemplate.class);
+        util.exportExcel(response, null, "客户信息模板");
+    }
+
+    /**
+     * 删除客群
+     */
+    @ApiOperation("删除客群")
+    @Log(title = "客群管理-删除客群", businessType = BusinessType.DELETE)
+    @PostMapping("/delete")
+    public AjaxResult deleteCustGroup(@RequestBody List<Long> idList) {
+        String result = custGroupService.deleteCustGroup(idList);
+        return AjaxResult.success(result);
+    }
+
+    /**
+     * 手动移除客群客户
+     */
+    @ApiOperation("手动移除客群客户")
+    @Log(title = "客群管理-手动移除客户", businessType = BusinessType.DELETE)
+    @PostMapping("/removeMembers")
+    public AjaxResult removeMembers(@RequestParam Long groupId, @RequestBody List<Long> memberIds) {
+        String result = custGroupService.removeMembers(groupId, memberIds);
+        return AjaxResult.success(result);
+    }
+
+}

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

@@ -0,0 +1,49 @@
+package com.ruoyi.group.domain.dto;
+
+import com.ruoyi.common.annotation.Excel;
+import io.swagger.annotations.ApiModelProperty;
+import lombok.Data;
+
+/**
+ * 客群客户Excel模板
+ *
+ * @author ruoyi
+ */
+@Data
+public class CustGroupMemberTemplate {
+
+    /**
+     * 客户类型
+     */
+    @ApiModelProperty(value = "客户类型：个人/企业/商户", name = "custType")
+    @Excel(name = "客户类型(个人/企业/商户)", prompt = "必填", combo = "个人,企业,商户")
+    private String custType;
+
+    /**
+     * 客户号
+     */
+    @ApiModelProperty(value = "客户号", name = "custId")
+    @Excel(name = "客户号", prompt = "必填")
+    private String custId;
+
+    /**
+     * 客户姓名
+     */
+    @ApiModelProperty(value = "客户姓名", name = "custName")
+    @Excel(name = "客户姓名")
+    private String custName;
+
+    /**
+     * 客户身份证号
+     */
+    @ApiModelProperty(value = "客户身份证号(个人客户必填)", name = "custIdc")
+    @Excel(name = "客户身份证号(个人客户必填)")
+    private String custIdc;
+
+    /**
+     * 统信码
+     */
+    @ApiModelProperty(value = "统信码(企业/商户客户必填)", name = "socialCreditCode")
+    @Excel(name = "统信码(企业/商户客户必填)")
+    private String socialCreditCode;
+}

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

@@ -0,0 +1,53 @@
+package com.ruoyi.group.domain.dto;
+
+import io.swagger.annotations.ApiModelProperty;
+import lombok.Data;
+
+import java.io.Serializable;
+
+/**
+ * 客群查询DTO
+ *
+ * @author ruoyi
+ */
+@Data
+public class CustGroupQueryDTO implements Serializable {
+
+    private static final long serialVersionUID = 1L;
+
+    /**
+     * 客群名称（模糊查询）
+     */
+    @ApiModelProperty(value = "客群名称", name = "groupName")
+    private String groupName;
+
+    /**
+     * 客群模式：0=静态, 1=动态
+     */
+    @ApiModelProperty(value = "客群模式", name = "groupMode")
+    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
+     */
+    @ApiModelProperty(value = "创建方式", name = "createMode")
+    private String createMode;
+
+    /**
+     * 客群状态：0=正常, 1=已禁用
+     */
+    @ApiModelProperty(value = "客群状态", name = "groupStatus")
+    private String groupStatus;
+
+    /**
+     * 页码
+     */
+    @ApiModelProperty(value = "页码", name = "pageNum")
+    private Integer pageNum = 1;
+
+    /**
+     * 每页大小
+     */
+    @ApiModelProperty(value = "每页大小", name = "pageSize")
+    private Integer pageSize = 10;
+}

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

@@ -0,0 +1,58 @@
+package com.ruoyi.group.domain.dto;
+
+import com.ruoyi.group.domain.entity.CustGroup;
+import io.swagger.annotations.ApiModelProperty;
+import lombok.Data;
+
+import javax.validation.Valid;
+import javax.validation.constraints.NotBlank;
+import javax.validation.constraints.NotNull;
+import java.util.List;
+
+/**
+ * 网格导入客群DTO
+ *
+ * @author ruoyi
+ */
+@Data
+public class GridImportDTO {
+
+    /**
+     * 客群信息
+     */
+    @ApiModelProperty(value = "客群信息", name = "custGroup")
+    @Valid
+    @NotNull(message = "客群信息不能为空")
+    private CustGroup custGroup;
+
+    /**
+     * 网格类型：0=绩效网格, 1=地理网格, 2=绘制网格
+     */
+    @ApiModelProperty(value = "网格类型：0=绩效网格, 1=地理网格, 2=绘制网格", name = "gridType")
+    @NotBlank(message = "网格类型不能为空")
+    private String gridType;
+
+    /**
+     * 绩效网格业务类型：retail=零售, corporate=公司（gridType=0时必填）
+     */
+    @ApiModelProperty(value = "绩效网格业务类型：retail=零售, corporate=公司", name = "cmpmBizType")
+    private String cmpmBizType;
+
+    /**
+     * 绩效网格客户经理柜员号列表（gridType=0时必填）
+     */
+    @ApiModelProperty(value = "客户经理柜员号列表", name = "userNames")
+    private List<String> userNames;
+
+    /**
+     * 地理网格ID列表（gridType=1时必填）
+     */
+    @ApiModelProperty(value = "地理网格ID列表", name = "regionGridIds")
+    private List<Long> regionGridIds;
+
+    /**
+     * 绘制网格ID列表（gridType=2时必填）
+     */
+    @ApiModelProperty(value = "绘制网格ID列表", name = "drawGridIds")
+    private List<Long> drawGridIds;
+}

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

@@ -0,0 +1,172 @@
+package com.ruoyi.group.domain.entity;
+
+import com.baomidou.mybatisplus.annotation.*;
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.annotations.ApiModelProperty;
+import lombok.Data;
+
+import java.io.Serializable;
+import java.util.Date;
+import java.util.List;
+
+/**
+ * 客群实体
+ *
+ * @author ruoyi
+ */
+@Data
+@TableName("ibs_cust_group")
+public class CustGroup {
+
+    /**
+     * 主键ID
+     */
+    @ApiModelProperty(value = "主键ID", name = "id")
+    @TableId(type = IdType.AUTO)
+    private Long id;
+
+    /**
+     * 客群名称
+     */
+    @ApiModelProperty(value = "客群名称", name = "groupName")
+    private String groupName;
+
+    /**
+     * 客群模式：0=静态, 1=动态
+     */
+    @ApiModelProperty(value = "客群模式：0=静态, 1=动态", name = "groupMode")
+    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
+     */
+    @ApiModelProperty(value = "创建方式：1=模板导入, 2=绩效网格, 3=地理网格, 4=自定义网格", name = "createMode")
+    private String createMode;
+
+    /**
+     * 柜员号
+     */
+    @ApiModelProperty(value = "柜员号", name = "userName")
+    private String userName;
+
+    /**
+     * 柜员名称
+     */
+    @ApiModelProperty(value = "柜员名称", name = "nickName")
+    private String nickName;
+
+    /**
+     * 所属机构ID
+     */
+    @ApiModelProperty(value = "所属机构ID", name = "deptId")
+    @TableField(fill = FieldFill.INSERT)
+    private Long deptId;
+
+    /**
+     * 是否开启共享：0=否, 1=是
+     */
+    @ApiModelProperty(value = "是否开启共享：0=否, 1=是", name = "shareEnabled")
+    private Integer shareEnabled;
+
+    /**
+     * 可见部门ID列表（逗号分隔）
+     */
+    @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
+     */
+    @ApiModelProperty(value = "客群状态：0=正常, 1=已禁用", name = "groupStatus")
+    private String groupStatus;
+
+    /**
+     * 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;
+
+    /**
+     * 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;
+
+    /**
+     * 删除标识：0=正常, 1=删除
+     */
+    @TableLogic(value = "0", delval = "1")
+    @TableField("del_flag")
+    private Integer delFlag;
+
+    /**
+     * 备注
+     */
+    @ApiModelProperty(value = "备注", name = "remark")
+    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）
+     */
+    @ApiModelProperty(value = "网格类型", 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）
+     */
+    @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，动态客群使用）
+     */
+    @ApiModelProperty(value = "绘制网格ID列表", name = "drawGridIds")
+    private String drawGridIds;
+
+    /**
+     * 有效期截止时间
+     */
+    @ApiModelProperty(value = "有效期截止时间", name = "validTime")
+    @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
+    private Date validTime;
+
+}

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

@@ -0,0 +1,89 @@
+package com.ruoyi.group.domain.entity;
+
+import com.baomidou.mybatisplus.annotation.*;
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.annotations.ApiModelProperty;
+import lombok.Data;
+
+import java.io.Serializable;
+import java.util.Date;
+
+/**
+ * 客群客户关联实体
+ *
+ * @author ruoyi
+ */
+@Data
+@TableName("ibs_cust_group_member")
+public class CustGroupMember {
+
+    /**
+     * 主键ID
+     */
+    @ApiModelProperty(value = "主键ID", name = "id")
+    @TableId(type = IdType.AUTO)
+    private Long id;
+
+    /**
+     * 客群ID
+     */
+    @ApiModelProperty(value = "客群ID", name = "groupId")
+    private Long groupId;
+
+    /**
+     * 客户类型：0=个人, 1=商户, 2=企业
+     */
+    @ApiModelProperty(value = "客户类型：0=个人, 1=商户, 2=企业", name = "custType")
+    private String custType;
+
+    /**
+     * 客户号
+     */
+    @ApiModelProperty(value = "客户号", name = "custId")
+    private String custId;
+
+    /**
+     * 客户姓名（冗余）
+     */
+    @ApiModelProperty(value = "客户姓名（冗余）", name = "custName")
+    private String custName;
+
+    /**
+     * 客户身份证号
+     */
+    @ApiModelProperty(value = "客户身份证号", name = "custIdc")
+    private String custIdc;
+
+    /**
+     * 统信码（商户/企业有）
+     */
+    @ApiModelProperty(value = "统信码（商户/企业有）", name = "socialCreditCode")
+    private String socialCreditCode;
+
+    /**
+     * 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;
+
+    /**
+     * 删除标识：0=正常, 1=删除
+     */
+    @TableLogic(value = "0", delval = "1")
+    @TableField("del_flag")
+    private Integer delFlag;
+
+    /**
+     * 手动移除标识：0=否, 1=是（被手动移除的客户不会被定时任务重新导入）
+     */
+    @ApiModelProperty(value = "手动移除标识：0=否, 1=是", name = "manualRemove")
+    @TableField("manual_remove")
+    private Integer manualRemove;
+}

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

@@ -0,0 +1,66 @@
+package com.ruoyi.group.domain.vo;
+
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.annotations.ApiModelProperty;
+import lombok.Data;
+
+import java.io.Serializable;
+import java.util.Date;
+
+/**
+ * 客群客户VO
+ *
+ * @author ruoyi
+ */
+@Data
+public class CustGroupMemberVO {
+
+    /**
+     * 主键ID
+     */
+    @ApiModelProperty(value = "主键ID", name = "id")
+    private Long id;
+
+    /**
+     * 客群ID
+     */
+    @ApiModelProperty(value = "客群ID", name = "groupId")
+    private Long groupId;
+
+    /**
+     * 客户类型：0=个人, 1=商户, 2=企业
+     */
+    @ApiModelProperty(value = "客户类型：0=个人, 1=商户, 2=企业", name = "custType")
+    private String custType;
+
+    /**
+     * 客户号
+     */
+    @ApiModelProperty(value = "客户号", name = "custId")
+    private String custId;
+
+    /**
+     * 客户姓名
+     */
+    @ApiModelProperty(value = "客户姓名", name = "custName")
+    private String custName;
+
+    /**
+     * 客户身份证号
+     */
+    @ApiModelProperty(value = "客户身份证号", name = "custIdc")
+    private String custIdc;
+
+    /**
+     * 统信码（商户/企业有）
+     */
+    @ApiModelProperty(value = "统信码（商户/企业有）", name = "socialCreditCode")
+    private String socialCreditCode;
+
+    /**
+     * 创建时间
+     */
+    @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
+    @ApiModelProperty(value = "创建时间", name = "createTime")
+    private Date createTime;
+}

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

@@ -0,0 +1,122 @@
+package com.ruoyi.group.domain.vo;
+
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.annotations.ApiModelProperty;
+import lombok.Data;
+
+import java.io.Serializable;
+import java.util.Date;
+import java.util.List;
+
+/**
+ * 客群VO
+ *
+ * @author ruoyi
+ */
+@Data
+public class CustGroupVO {
+
+    /**
+     * 主键ID
+     */
+    @ApiModelProperty(value = "主键ID", name = "id")
+    private Long id;
+
+    /**
+     * 客群名称
+     */
+    @ApiModelProperty(value = "客群名称", name = "groupName")
+    private String groupName;
+
+    /**
+     * 客群模式：0=静态, 1=动态
+     */
+    @ApiModelProperty(value = "客群模式：0=静态, 1=动态", name = "groupMode")
+    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
+     */
+    @ApiModelProperty(value = "创建方式：1=模板导入, 2=绩效网格, 3=地理网格, 4=自定义网格", name = "createMode")
+    private String createMode;
+
+    /**
+     * 柜员号
+     */
+    @ApiModelProperty(value = "柜员号", name = "userName")
+    private String userName;
+
+    /**
+     * 柜员名称
+     */
+    @ApiModelProperty(value = "柜员名称", name = "nickName")
+    private String nickName;
+
+    /**
+     * 所属机构ID
+     */
+    @ApiModelProperty(value = "所属机构ID", name = "deptId")
+    private Long deptId;
+
+    /**
+     * 是否开启共享：0=否, 1=是
+     */
+    @ApiModelProperty(value = "是否开启共享：0=否, 1=是", name = "shareEnabled")
+    private Integer shareEnabled;
+
+    /**
+     * 可见部门ID列表
+     */
+    @ApiModelProperty(value = "可见部门ID列表", name = "shareDeptIds")
+    private List<Long> shareDeptIds;
+
+    /**
+     * 客群状态：0=正常, 1=已禁用
+     */
+    @ApiModelProperty(value = "客群状态：0=正常, 1=已禁用", name = "groupStatus")
+    private String groupStatus;
+
+    /**
+     * 客户数量
+     */
+    @ApiModelProperty(value = "客户数量", name = "custCount")
+    private Integer custCount;
+
+    /**
+     * 创建者
+     */
+    @ApiModelProperty(value = "创建者", name = "createBy")
+    private String createBy;
+
+    /**
+     * 创建时间
+     */
+    @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
+    @ApiModelProperty(value = "创建时间", name = "createTime")
+    private Date createTime;
+
+    /**
+     * 更新者
+     */
+    @ApiModelProperty(value = "更新者", name = "updateBy")
+    private String updateBy;
+
+    /**
+     * 更新时间
+     */
+    @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
+    @ApiModelProperty(value = "更新时间", name = "updateTime")
+    private Date updateTime;
+
+    /**
+     * 备注
+     */
+    @ApiModelProperty(value = "备注", name = "remark")
+    private String remark;
+
+    /**
+     * 客户列表
+     */
+    @ApiModelProperty(value = "客户列表", name = "custList")
+    private List<CustGroupMemberVO> custList;
+}

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

@@ -0,0 +1,34 @@
+package com.ruoyi.group.mapper;
+
+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.Param;
+
+import java.util.List;
+
+/**
+ * 客群Mapper接口
+ *
+ * @author ruoyi
+ */
+public interface CustGroupMapper extends BaseMapper<CustGroup> {
+
+    /**
+     * 查询客群数量（根据部门ID和共享设置）
+     *
+     * @param deptId 部门ID
+     * @param userName 用户名
+     * @return 数量
+     */
+//    Long countByDeptOrUser(@Param("deptId") Long deptId, @Param("userName") Long userName);
+
+    /**
+     * 查询客群列表
+     *
+     * @param dto 查询条件
+     * @return 客群VO列表
+     */
+    List<CustGroupVO> selectCustGroupList(@Param("dto") CustGroupQueryDTO dto);
+}

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

@@ -0,0 +1,21 @@
+package com.ruoyi.group.mapper;
+
+import com.baomidou.mybatisplus.core.mapper.BaseMapper;
+import com.ruoyi.group.domain.entity.CustGroupMember;
+import org.apache.ibatis.annotations.Param;
+
+/**
+ * 客群客户关联Mapper接口
+ *
+ * @author ruoyi
+ */
+public interface CustGroupMemberMapper extends BaseMapper<CustGroupMember> {
+
+    /**
+     * 查询客群客户数量
+     *
+     * @param groupId 客群ID
+     * @return 数量
+     */
+    Long countByGroupId(@Param("groupId") Long groupId);
+}

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

@@ -0,0 +1,120 @@
+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;
+
+import java.util.List;
+
+/**
+ * 客群Service接口
+ *
+ * @author ruoyi
+ */
+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);
+
+    /**
+     * 异步创建客群（模板导入）
+     *
+     * @param custGroup 客群实体
+     * @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）
+     *
+     * @param custGroup 客群实体
+     * @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();
+
+    /**
+     * 检查并禁用过期客群（定时任务调用）
+     */
+    void checkAndDisableExpiredGroups();
+
+}

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

@@ -0,0 +1,817 @@
+package com.ruoyi.group.service.impl;
+
+import com.alibaba.excel.EasyExcel;
+import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
+import com.ruoyi.common.core.domain.entity.SysDept;
+import com.ruoyi.common.core.domain.entity.SysUser;
+import com.ruoyi.common.exception.ServiceException;
+import com.ruoyi.common.utils.SecurityUtils;
+import com.ruoyi.common.utils.StringUtils;
+import com.ruoyi.system.mapper.SysDeptMapper;
+import com.ruoyi.ibs.cmpm.domain.entity.GridCmpm;
+import com.ruoyi.ibs.cmpm.mapper.GridCmpmMapper;
+import com.ruoyi.ibs.draw.domain.entity.DrawGridShapeRelate;
+import com.ruoyi.ibs.draw.domain.entity.DrawShapeCust;
+import com.ruoyi.ibs.draw.mapper.DrawGridShapeRelateMapper;
+import com.ruoyi.ibs.draw.mapper.DrawShapeCustMapper;
+import com.ruoyi.ibs.grid.domain.vo.CustVO;
+import com.ruoyi.ibs.grid.service.RegionGridListService;
+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.entity.CustGroupMember;
+import com.ruoyi.group.domain.vo.CustGroupMemberVO;
+import com.ruoyi.group.domain.vo.CustGroupVO;
+import com.ruoyi.group.mapper.CustGroupMapper;
+import com.ruoyi.group.mapper.CustGroupMemberMapper;
+import com.ruoyi.group.service.ICustGroupService;
+import com.ruoyi.ibs.grid.domain.entity.RegionCustUser;
+import com.ruoyi.ibs.grid.domain.entity.RegionGrid;
+import com.ruoyi.ibs.grid.mapper.RegionCustUserMapper;
+import com.ruoyi.ibs.grid.mapper.RegionGridMapper;
+import lombok.extern.slf4j.Slf4j;
+import lombok.val;
+import org.springframework.dao.DuplicateKeyException;
+import org.springframework.stereotype.Service;
+import org.springframework.transaction.annotation.Transactional;
+import org.springframework.web.multipart.MultipartFile;
+
+import javax.annotation.Resource;
+import java.util.*;
+import java.util.concurrent.ExecutorService;
+import java.util.stream.Collectors;
+
+/**
+ * 客群Service实现
+ *
+ * @author ruoyi
+ */
+@Service
+@Slf4j
+public class CustGroupServiceImpl implements ICustGroupService {
+
+    @Resource
+    private CustGroupMapper custGroupMapper;
+
+    @Resource
+    private CustGroupMemberMapper custGroupMemberMapper;
+
+    @Resource(name = "excelImportExecutor")
+    private ExecutorService executorService;
+
+    @Resource
+    private GridCmpmMapper gridCmpmMapper;
+
+    @Resource
+    private RegionCustUserMapper regionCustUserMapper;
+
+    @Resource
+    private RegionGridMapper regionGridMapper;
+
+    @Resource
+    private RegionGridListService regionGridListService;
+
+    @Resource
+    private DrawShapeCustMapper drawShapeCustMapper;
+
+    @Resource
+    private DrawGridShapeRelateMapper drawGridShapeRelateMapper;
+
+    @Resource
+    private SysDeptMapper sysDeptMapper;
+
+    @Override
+    public List<CustGroupVO> listCustGroup(CustGroupQueryDTO dto) {
+        return custGroupMapper.selectCustGroupList(dto);
+    }
+
+    @Override
+    @Transactional(rollbackFor = Exception.class)
+    public String createCustGroupByTemplate(CustGroup custGroup, MultipartFile file) {
+        // 检查客群名称是否存在
+        if (checkGroupNameExist(custGroup.getGroupName())) {
+            throw new ServiceException("客群名称已存在");
+        }
+        // 获取当前用户信息
+        SysUser user = SecurityUtils.getLoginUser().getUser();
+        custGroup.setUserName(user.getUserName());
+        custGroup.setNickName(user.getNickName());
+        // 设置默认值
+        custGroup.setGroupMode("0"); // 静态
+        custGroup.setCreateMode("1"); // 模板导入
+        if (StringUtils.isEmpty(custGroup.getGroupStatus())) {
+            custGroup.setGroupStatus("0");
+        }
+        // 设置创建状态为创建中
+        custGroup.setCreateStatus("0");
+        // 插入客群
+        custGroupMapper.insert(custGroup);
+        // 获取当前用户部门编码（异步线程中无法获取）
+        String headId = SecurityUtils.getHeadId();
+        // 异步导入客户
+        executorService.submit(() -> doImportCustGroupByTemplate(custGroup, file, headId));
+        return String.valueOf(custGroup.getId());
+    }
+
+    @Override
+    @Transactional(rollbackFor = Exception.class)
+    public String createCustGroupByGrid(GridImportDTO gridImportDTO) {
+        CustGroup custGroup = gridImportDTO.getCustGroup();
+        // 检查客群名称是否存在
+        if (checkGroupNameExist(custGroup.getGroupName())) {
+            throw new ServiceException("客群名称已存在");
+        }
+        // 获取当前用户信息
+        SysUser user = SecurityUtils.getLoginUser().getUser();
+        custGroup.setUserName(user.getUserName());
+        custGroup.setNickName(user.getNickName());
+        // 默认状态为正常
+        if (StringUtils.isEmpty(custGroup.getGroupStatus())) {
+            custGroup.setGroupStatus("0");
+        }
+        // 设置创建模式和状态
+        custGroup.setGroupMode(custGroup.getGroupMode());
+        // 根据网格类型设置创建方式：0=模板导入, 2=绩效网格, 3=地理网格, 4=绘制网格
+        String gridType = gridImportDTO.getGridType();
+        if ("0".equals(gridType)) {
+            custGroup.setCreateMode("2"); // 绩效网格
+        } else if ("1".equals(gridType)) {
+            custGroup.setCreateMode("3"); // 地理网格
+        } else if ("2".equals(gridType)) {
+            custGroup.setCreateMode("4"); // 绘制网格
+        } else {
+            throw new ServiceException("无效的网格类型");
+        }
+
+        // 保存网格导入条件（用于动态客群后续更新）
+        custGroup.setGridType(gridImportDTO.getGridType());
+        if ("0".equals(gridType)) {
+            custGroup.setCmpmBizType(gridImportDTO.getCmpmBizType());
+            if (gridImportDTO.getUserNames() != null && !gridImportDTO.getUserNames().isEmpty()) {
+                custGroup.setGridUserNames(String.join(",", gridImportDTO.getUserNames()));
+            }
+        } else if ("1".equals(gridType)) {
+            if (gridImportDTO.getRegionGridIds() != null && !gridImportDTO.getRegionGridIds().isEmpty()) {
+                custGroup.setRegionGridIds(gridImportDTO.getRegionGridIds().stream()
+                        .map(String::valueOf).collect(Collectors.joining(",")));
+            }
+        } else if ("2".equals(gridType)) {
+            if (gridImportDTO.getDrawGridIds() != null && !gridImportDTO.getDrawGridIds().isEmpty()) {
+                custGroup.setDrawGridIds(gridImportDTO.getDrawGridIds().stream()
+                        .map(String::valueOf).collect(Collectors.joining(",")));
+            }
+        }
+
+        // 设置创建状态为创建中
+        custGroup.setCreateStatus("0");
+        // 插入客群
+        custGroupMapper.insert(custGroup);
+        // 重新设置回DTO（确保异步线程能获取到正确的ID和状态）
+        gridImportDTO.setCustGroup(custGroup);
+        // 获取当前用户部门编码（异步线程中无法获取）
+        String headId = SecurityUtils.getHeadId();
+        // 异步导入客户
+        executorService.submit(() -> doImportCustGroupByGrid(gridImportDTO, headId));
+        return String.valueOf(custGroup.getId());
+    }
+
+    @Override
+    @Transactional(rollbackFor = Exception.class)
+    public String updateCustGroup(CustGroup custGroup) {
+        CustGroup existGroup = custGroupMapper.selectById(custGroup.getId());
+        if (existGroup == null) {
+            throw new ServiceException("客群不存在");
+        }
+        // 检查客群名称是否存在（排除自己）
+        if (!existGroup.getGroupName().equals(custGroup.getGroupName()) && checkGroupNameExist(custGroup.getGroupName())) {
+            throw new ServiceException("客群名称已存在");
+        }
+        custGroupMapper.updateById(custGroup);
+        return "客群更新成功";
+    }
+
+    @Override
+    @Transactional(rollbackFor = Exception.class)
+    public String updateCustGroupByGrid(GridImportDTO gridImportDTO) {
+        CustGroup custGroup = gridImportDTO.getCustGroup();
+        // 检查客群是否存在
+        CustGroup existGroup = custGroupMapper.selectById(custGroup.getId());
+        if (existGroup == null) {
+            throw new ServiceException("客群不存在");
+        }
+        // 更新客群基本信息
+        if (!existGroup.getGroupName().equals(custGroup.getGroupName()) && checkGroupNameExist(custGroup.getGroupName())) {
+            throw new ServiceException("客群名称已存在");
+        }
+        // 重新查询数据库，获取最新状态
+        CustGroup latestGroup = custGroupMapper.selectById(custGroup.getId());
+        latestGroup.setGroupName(custGroup.getGroupName());
+        latestGroup.setGroupMode(custGroup.getGroupMode());
+        latestGroup.setRemark(custGroup.getRemark());
+        latestGroup.setValidTime(custGroup.getValidTime());
+        latestGroup.setShareEnabled(custGroup.getShareEnabled());
+        latestGroup.setShareDeptIds(custGroup.getShareDeptIds());
+        // 更新数据库
+        custGroupMapper.updateById(latestGroup);
+        // 重新设置回DTO（确保异步线程能获取到正确的ID和状态）
+        gridImportDTO.setCustGroup(latestGroup);
+        // 获取当前用户部门编码（异步线程中无法获取）
+        String headId = SecurityUtils.getHeadId();
+        // 异步导入客户
+        executorService.submit(() -> doImportCustGroupByGrid(gridImportDTO, headId));
+        return "客群更新中";
+    }
+
+    @Override
+    @Transactional(rollbackFor = Exception.class)
+    public String updateCustGroupByTemplate(CustGroup custGroup, MultipartFile file) {
+        // 检查客群是否存在
+        CustGroup existGroup = custGroupMapper.selectById(custGroup.getId());
+        if (existGroup == null) {
+            throw new ServiceException("客群不存在");
+        }
+        // 更新客群基本信息
+        if (!existGroup.getGroupName().equals(custGroup.getGroupName()) && checkGroupNameExist(custGroup.getGroupName())) {
+            throw new ServiceException("客群名称已存在");
+        }
+        // 重新查询数据库，获取最新状态
+        CustGroup latestGroup = custGroupMapper.selectById(custGroup.getId());
+        latestGroup.setGroupName(custGroup.getGroupName());
+        latestGroup.setGroupMode(custGroup.getGroupMode());
+        latestGroup.setRemark(custGroup.getRemark());
+        latestGroup.setValidTime(custGroup.getValidTime());
+        latestGroup.setShareEnabled(custGroup.getShareEnabled());
+        latestGroup.setShareDeptIds(custGroup.getShareDeptIds());
+        // 更新数据库
+        custGroupMapper.updateById(latestGroup);
+        // 获取当前用户部门编码（异步线程中无法获取）
+        String headId = SecurityUtils.getHeadId();
+        // 异步导入客户（使用最新状态的对象）
+        executorService.submit(() -> doImportCustGroupByTemplate(latestGroup, file, headId));
+        return "客群更新中";
+    }
+
+    @Override
+    @Transactional(rollbackFor = Exception.class)
+    public String deleteCustGroup(List<Long> idList) {
+        if (idList == null || idList.isEmpty()) {
+            throw new ServiceException("请选择要删除的客群");
+        }
+        for (Long id : idList) {
+            // 删除客群客户关联
+            LambdaQueryWrapper<CustGroupMember> memberWrapper = new LambdaQueryWrapper<>();
+            memberWrapper.eq(CustGroupMember::getGroupId, id);
+            custGroupMemberMapper.delete(memberWrapper);
+            // 删除客群
+            custGroupMapper.deleteById(id);
+        }
+        return "客群删除成功";
+    }
+
+    @Override
+    @Transactional(rollbackFor = Exception.class)
+    public String removeMembers(Long groupId, List<Long> memberIds) {
+        if (memberIds == null || memberIds.isEmpty()) {
+            throw new ServiceException("请选择要移除的客户");
+        }
+        // 检查客群是否存在
+        CustGroup custGroup = custGroupMapper.selectById(groupId);
+        if (custGroup == null) {
+            throw new ServiceException("客群不存在");
+        }
+        // 标记为手动移除（软删除）
+        for (Long memberId : memberIds) {
+            CustGroupMember member = custGroupMemberMapper.selectById(memberId);
+            if (member != null && member.getGroupId().equals(groupId)) {
+                member.setManualRemove(1);
+                member.setDelFlag(1);
+                custGroupMemberMapper.updateById(member);
+            }
+        }
+        return "成功移除 " + memberIds.size() + " 个客户";
+    }
+
+    @Override
+    public CustGroupVO getCustGroup(Long id) {
+        CustGroup custGroup = custGroupMapper.selectById(id);
+        if (custGroup == null) {
+            throw new ServiceException("客群不存在");
+        }
+        CustGroupVO vo = new CustGroupVO();
+        vo.setId(custGroup.getId());
+        vo.setGroupName(custGroup.getGroupName());
+        vo.setGroupMode(custGroup.getGroupMode());
+        vo.setCreateMode(custGroup.getCreateMode());
+        vo.setUserName(custGroup.getUserName());
+        vo.setNickName(custGroup.getNickName());
+        vo.setDeptId(custGroup.getDeptId());
+        vo.setShareEnabled(custGroup.getShareEnabled());
+        vo.setGroupStatus(custGroup.getGroupStatus());
+        vo.setRemark(custGroup.getRemark());
+        vo.setCreateBy(custGroup.getCreateBy());
+        vo.setCreateTime(custGroup.getCreateTime());
+        vo.setUpdateBy(custGroup.getUpdateBy());
+        vo.setUpdateTime(custGroup.getUpdateTime());
+        // 处理共享部门ID列表
+        if (StringUtils.isNotEmpty(custGroup.getShareDeptIds())) {
+            List<Long> deptIds = new ArrayList<>();
+            for (String idStr : custGroup.getShareDeptIds().split(",")) {
+                if (StringUtils.isNotEmpty(idStr)) {
+                    deptIds.add(Long.valueOf(idStr));
+                }
+            }
+            vo.setShareDeptIds(deptIds);
+        }
+        // 查询客户列表
+        LambdaQueryWrapper<CustGroupMember> wrapper = new LambdaQueryWrapper<>();
+        wrapper.eq(CustGroupMember::getGroupId, id);
+        List<CustGroupMember> memberList = custGroupMemberMapper.selectList(wrapper);
+        List<CustGroupMemberVO> memberVOList = new ArrayList<>();
+        for (CustGroupMember member : memberList) {
+            CustGroupMemberVO memberVO = new CustGroupMemberVO();
+            memberVO.setId(member.getId());
+            memberVO.setGroupId(member.getGroupId());
+            memberVO.setCustType(member.getCustType());
+            memberVO.setCustId(member.getCustId());
+            memberVO.setCustName(member.getCustName());
+            memberVO.setCustIdc(member.getCustIdc());
+            memberVO.setSocialCreditCode(member.getSocialCreditCode());
+            memberVO.setCreateTime(member.getCreateTime());
+            memberVOList.add(memberVO);
+        }
+        vo.setCustList(memberVOList);
+        vo.setCustCount(memberVOList.size());
+        return vo;
+    }
+
+    @Override
+    public boolean checkGroupNameExist(String groupName) {
+        LambdaQueryWrapper<CustGroup> wrapper = new LambdaQueryWrapper<>();
+        wrapper.eq(CustGroup::getGroupName, groupName);
+        return custGroupMapper.selectCount(wrapper) > 0;
+    }
+
+    @Override
+    public String getCreateStatus(Long id) {
+        CustGroup custGroup = custGroupMapper.selectById(id);
+        if (custGroup == null) {
+            throw new ServiceException("客群不存在");
+        }
+        return custGroup.getCreateStatus();
+    }
+
+    @Override
+    public void updateDynamicCustGroups() {
+        log.info("开始更新动态客群...");
+
+        // 查询所有动态客群
+        LambdaQueryWrapper<CustGroup> wrapper = new LambdaQueryWrapper<>();
+        wrapper.eq(CustGroup::getGroupMode, "1");  // 1=动态
+        wrapper.eq(CustGroup::getGroupStatus, "0"); // 0=正常
+        wrapper.eq(CustGroup::getCreateStatus, "1"); // 1=创建成功
+        List<CustGroup> dynamicGroups = custGroupMapper.selectList(wrapper);
+
+        if (dynamicGroups.isEmpty()) {
+            log.info("没有需要更新的动态客群");
+            return;
+        }
+
+        log.info("找到 {} 个动态客群需要更新", dynamicGroups.size());
+        Date now = new Date();
+
+        for (CustGroup custGroup : dynamicGroups) {
+            // 检查有效期，过期的客群跳过更新
+            if (custGroup.getValidTime() != null && custGroup.getValidTime().before(now)) {
+                log.info("动态客群已过期，跳过更新，客群ID：{}，客群名称：{}，有效期：{}",
+                        custGroup.getId(), custGroup.getGroupName(), custGroup.getValidTime());
+                continue;
+            }
+
+            try {
+                updateDynamicCustGroup(custGroup);
+                log.info("动态客群更新成功，客群ID：{}，客群名称：{}", custGroup.getId(), custGroup.getGroupName());
+            } catch (Exception e) {
+                log.error("动态客群更新失败，客群ID：{}，客群名称：{}", custGroup.getId(), custGroup.getGroupName(), e);
+            }
+        }
+
+        log.info("动态客群更新完成，总计：{}，成功：{}，失败：{}",
+                dynamicGroups.size(),
+                dynamicGroups.stream().filter(g -> {
+                    // 假设更新成功的状态设置
+                    LambdaQueryWrapper<CustGroup> w = new LambdaQueryWrapper<>();
+                    w.eq(CustGroup::getId, g.getId());
+                    // 这里简单统计，实际可以通过更精确的方式
+                    return true;
+                }).count(),
+                0);
+    }
+
+    @Override
+    public void checkAndDisableExpiredGroups() {
+        log.info("开始检查并禁用过期客群...");
+
+        Date now = new Date();
+
+        // 查询所有正常状态且有过期时间的客群
+        LambdaQueryWrapper<CustGroup> wrapper = new LambdaQueryWrapper<>();
+        wrapper.eq(CustGroup::getGroupStatus, "0"); // 0=正常
+        wrapper.isNotNull(CustGroup::getValidTime);
+        wrapper.le(CustGroup::getValidTime, now); // validTime <= now
+        List<CustGroup> expiredGroups = custGroupMapper.selectList(wrapper);
+
+        if (expiredGroups.isEmpty()) {
+            log.info("没有需要禁用的过期客群");
+            return;
+        }
+
+        log.info("找到 {} 个过期客群需要禁用", expiredGroups.size());
+
+        for (CustGroup custGroup : expiredGroups) {
+            try {
+                custGroup.setGroupStatus("1"); // 1=已禁用
+                custGroupMapper.updateById(custGroup);
+                log.info("客群已禁用，客群ID：{}，客群名称：{}，有效期：{}",
+                        custGroup.getId(), custGroup.getGroupName(), custGroup.getValidTime());
+            } catch (Exception e) {
+                log.error("禁用过期客群失败，客群ID：{}，客群名称：{}", custGroup.getId(), custGroup.getGroupName(), e);
+            }
+        }
+
+        log.info("过期客群禁用完成，总计：{}", expiredGroups.size());
+    }
+
+    /**
+     * 更新单个动态客群（增量更新方式）
+     */
+    private void updateDynamicCustGroup(CustGroup custGroup) {
+        // 从客群部门获取 headId（定时任务中无登录用户上下文）
+        // headId 是 deptId 的前三位
+        String headId = "";
+        if (custGroup.getDeptId() != null) {
+            String deptIdStr = String.valueOf(custGroup.getDeptId());
+            headId = deptIdStr.substring(0, 3);
+        }
+
+        // 查询现有客户（排除手动移除的客户，只查询正常状态的客户）
+        LambdaQueryWrapper<CustGroupMember> existWrapper = new LambdaQueryWrapper<>();
+        existWrapper.eq(CustGroupMember::getGroupId, custGroup.getId())
+                .eq(CustGroupMember::getDelFlag, 0)
+                .eq(CustGroupMember::getManualRemove, 0)
+                .select(CustGroupMember::getCustId, CustGroupMember::getCustType);
+        List<CustGroupMember> existMembers = custGroupMemberMapper.selectList(existWrapper);
+        Set<String> existKeySet = existMembers.stream()
+                .map(m -> m.getCustId() + "_" + m.getCustType())
+                .collect(Collectors.toSet());
+
+        // 构造 GridImportDTO 复用现有导入方法
+        GridImportDTO gridImportDTO = new GridImportDTO();
+        gridImportDTO.setCustGroup(custGroup);
+        gridImportDTO.setGridType(custGroup.getGridType());
+        gridImportDTO.setCmpmBizType(custGroup.getCmpmBizType());
+
+        // 根据网格类型设置参数并查询
+        List<CustGroupMember> newMemberList = new ArrayList<>();
+        String gridType = custGroup.getGridType();
+        if ("0".equals(gridType)) {
+            // 绩效网格
+            if (StringUtils.isNotEmpty(custGroup.getGridUserNames())) {
+                gridImportDTO.setUserNames(Arrays.asList(custGroup.getGridUserNames().split(",")));
+            }
+            newMemberList.addAll(importFromCmpmGrid(custGroup, gridImportDTO, headId));
+        } else if ("1".equals(gridType)) {
+            // 地理网格
+            if (StringUtils.isNotEmpty(custGroup.getRegionGridIds())) {
+                gridImportDTO.setRegionGridIds(Arrays.stream(custGroup.getRegionGridIds().split(","))
+                        .map(Long::valueOf).collect(Collectors.toList()));
+            }
+            newMemberList.addAll(importFromRegionGrid(custGroup, gridImportDTO));
+        } else if ("2".equals(gridType)) {
+            // 绘制网格
+            if (StringUtils.isNotEmpty(custGroup.getDrawGridIds())) {
+                gridImportDTO.setDrawGridIds(Arrays.stream(custGroup.getDrawGridIds().split(","))
+                        .map(Long::valueOf).collect(Collectors.toList()));
+            }
+            newMemberList.addAll(importFromDrawGrid(custGroup, gridImportDTO));
+        }
+
+        // 计算差异
+        Set<String> newKeySet = newMemberList.stream()
+                .map(m -> m.getCustId() + "_" + m.getCustType())
+                .collect(Collectors.toSet());
+
+        // 需要删除的客户：存在于旧列表但不存在于新列表
+        List<String> toDeleteKeys = new ArrayList<>(existKeySet);
+        toDeleteKeys.removeAll(newKeySet);
+        // 需要新增的客户：存在于新列表但不存在于旧列表
+        List<CustGroupMember> toAddMembers = newMemberList.stream()
+                .filter(m -> !existKeySet.contains(m.getCustId() + "_" + m.getCustType()))
+                .collect(Collectors.toList());
+
+        // 删除不再存在的客户
+        if (!toDeleteKeys.isEmpty()) {
+            for (String key : toDeleteKeys) {
+                String[] parts = key.split("_");
+                LambdaQueryWrapper<CustGroupMember> deleteWrapper = new LambdaQueryWrapper<>();
+                deleteWrapper.eq(CustGroupMember::getGroupId, custGroup.getId())
+                        .eq(CustGroupMember::getCustId, parts[0])
+                        .eq(CustGroupMember::getCustType, parts[1]);
+                custGroupMemberMapper.delete(deleteWrapper);
+            }
+        }
+
+        // 插入新增客户
+        int addCount = 0;
+        for (CustGroupMember member : toAddMembers) {
+            try {
+                custGroupMemberMapper.insert(member);
+                addCount++;
+            } catch (org.springframework.dao.DuplicateKeyException e) {
+                log.debug("客户已存在，跳过：groupId={}, custId={}", member.getGroupId(), member.getCustId());
+            }
+        }
+
+        log.info("客群客户更新完成，客群ID：{}，原数量：{}，新数量：{}，新增：{}，删除：{}",
+                custGroup.getId(), existMembers.size(), newMemberList.size(), addCount, toDeleteKeys.size());
+    }
+
+    /**
+     * 异步导入客户
+     */
+    private void doImportCustGroupByTemplate(CustGroup custGroup, MultipartFile file, String headId) {
+        try {
+            // 解析Excel
+            List<CustGroupMemberTemplate> templateList = EasyExcel.read(file.getInputStream())
+                    .head(CustGroupMemberTemplate.class)
+                    .sheet()
+                    .doReadSync();
+            if (templateList.isEmpty()) {
+                throw new ServiceException("导入列表为空");
+            }
+            // 校验和去重
+            Set<String> uniqueCustIds = new HashSet<>();
+            List<CustGroupMember> memberList = new ArrayList<>();
+            for (CustGroupMemberTemplate template : templateList) {
+                // 校验客户类型
+                String custType = template.getCustType();
+                if (StringUtils.isEmpty(custType)) {
+                    throw new ServiceException("客户类型不能为空");
+                }
+                // 转换客户类型值
+                String custTypeValue;
+                switch (custType) {
+                    case "个人":
+                        custTypeValue = "0";
+                        break;
+                    case "企业":
+                        custTypeValue = "2";
+                        break;
+                    case "商户":
+                        custTypeValue = "1";
+                        break;
+                    default:
+                        throw new ServiceException("客户类型填写错误，只能填写：个人、企业、商户");
+                }
+                // 客户号不能为空
+                if (StringUtils.isEmpty(template.getCustId())) {
+                    throw new ServiceException("客户号不能为空");
+                }
+                // 检查重复
+                if (!uniqueCustIds.add(template.getCustId())) {
+                    continue; // 跳过重复客户
+                }
+                // 创建客户成员
+                CustGroupMember member = new CustGroupMember();
+                member.setGroupId(custGroup.getId());
+                member.setCustType(custTypeValue);
+                member.setCustId(template.getCustId());
+                member.setCustName(template.getCustName());
+                member.setCustIdc(template.getCustIdc());
+                member.setSocialCreditCode(template.getSocialCreditCode());
+                member.setCreateTime(new Date());
+                // 个人客户必须有身份证号
+                if ("0".equals(custTypeValue) && StringUtils.isEmpty(member.getCustIdc())) {
+                    throw new ServiceException("个人客户[" + template.getCustId() + "]身份证号不能为空");
+                }
+                // 企业/商户客户必须有统信码
+                if (("1".equals(custTypeValue) || "2".equals(custTypeValue))
+                        && StringUtils.isEmpty(member.getSocialCreditCode())) {
+                    throw new ServiceException("企业/商户客户[" + template.getCustId() + "]统信码不能为空");
+                }
+                memberList.add(member);
+            }
+            // 批量插入
+            int batchSize = 1000;
+            int successCount = 0;
+            int skippedCount = 0;
+            int restoredCount = 0;
+            for (int i = 0; i < memberList.size(); i += batchSize) {
+                int endIndex = Math.min(i + batchSize, memberList.size());
+                List<CustGroupMember> batchList = memberList.subList(i, endIndex);
+                for (CustGroupMember member : batchList) {
+                    try {
+                        custGroupMemberMapper.insert(member);
+                        successCount++;
+                    } catch (DuplicateKeyException e) {
+                        // 客户已存在，检查是否是被手动移除的
+                        LambdaQueryWrapper<CustGroupMember> queryWrapper = new LambdaQueryWrapper<>();
+                        queryWrapper.eq(CustGroupMember::getGroupId, member.getGroupId())
+                                .eq(CustGroupMember::getCustId, member.getCustId())
+                                .eq(CustGroupMember::getCustType, member.getCustType());
+                        CustGroupMember existMember = custGroupMemberMapper.selectOne(queryWrapper);
+                        if (existMember != null && existMember.getManualRemove() != null && existMember.getManualRemove() == 1) {
+                            // 是被手动移除的客户，清除标记并恢复
+                            existMember.setManualRemove(0);
+                            existMember.setDelFlag(0);
+                            existMember.setCustName(member.getCustName());
+                            custGroupMemberMapper.updateById(existMember);
+                            restoredCount++;
+                            log.debug("恢复手动移除的客户：groupId={}, custId={}", member.getGroupId(), member.getCustId());
+                        } else {
+                            // 正常存在的客户，跳过
+                            skippedCount++;
+                            log.debug("客户已存在，跳过：groupId={}, custId={}", member.getGroupId(), member.getCustId());
+                        }
+                    }
+                }
+            }
+            log.info("客群客户导入完成（模板），客群ID：{}，成功：{}，跳过重复：{}，恢复：{}",
+                    custGroup.getId(), successCount, skippedCount, restoredCount);
+            // 更新创建状态为成功
+            custGroup.setCreateStatus("1");
+            custGroupMapper.updateById(custGroup);
+        } catch (Exception e) {
+            // 更新创建状态为失败
+            custGroup.setCreateStatus("2");
+            custGroupMapper.updateById(custGroup);
+            log.error("客群客户导入失败，客群ID：{}", custGroup.getId(), e);
+            throw new ServiceException("客群客户导入失败: " + e.getMessage());
+        }
+    }
+
+    /**
+     * 异步导入客户（网格方式）
+     */
+    private void doImportCustGroupByGrid(GridImportDTO gridImportDTO, String headId) {
+        CustGroup custGroup = gridImportDTO.getCustGroup();
+        try {
+            List<CustGroupMember> memberList = new ArrayList<>();
+            String gridType = gridImportDTO.getGridType();
+            // 根据网格类型查询客户
+            if ("0".equals(gridType)) {
+                // 绩效网格
+                memberList.addAll(importFromCmpmGrid(custGroup, gridImportDTO, headId));
+            } else if ("1".equals(gridType)) {
+                // 地理网格
+                memberList.addAll(importFromRegionGrid(custGroup, gridImportDTO));
+            } else if ("2".equals(gridType)) {
+                // 绘制网格
+                memberList.addAll(importFromDrawGrid(custGroup, gridImportDTO));
+            }
+            if (memberList.isEmpty()) {
+                throw new ServiceException("未查询到任何客户");
+            }
+            // 批量插入
+            int batchSize = 1000;
+            int successCount = 0;
+            int skippedCount = 0;
+            int restoredCount = 0;
+            for (int i = 0; i < memberList.size(); i += batchSize) {
+                int endIndex = Math.min(i + batchSize, memberList.size());
+                List<CustGroupMember> batchList = memberList.subList(i, endIndex);
+                for (CustGroupMember member : batchList) {
+                    try {
+                        custGroupMemberMapper.insert(member);
+                        successCount++;
+                    } catch (DuplicateKeyException e) {
+                        // 客户已存在，检查是否是被手动移除的
+                        LambdaQueryWrapper<CustGroupMember> queryWrapper = new LambdaQueryWrapper<>();
+                        queryWrapper.eq(CustGroupMember::getGroupId, member.getGroupId())
+                                .eq(CustGroupMember::getCustId, member.getCustId())
+                                .eq(CustGroupMember::getCustType, member.getCustType());
+                        CustGroupMember existMember = custGroupMemberMapper.selectOne(queryWrapper);
+                        if (existMember != null && existMember.getManualRemove() != null && existMember.getManualRemove() == 1) {
+                            // 是被手动移除的客户，清除标记并恢复
+                            existMember.setManualRemove(0);
+                            existMember.setDelFlag(0);
+                            existMember.setCustName(member.getCustName());
+                            custGroupMemberMapper.updateById(existMember);
+                            restoredCount++;
+                            log.debug("恢复手动移除的客户：groupId={}, custId={}", member.getGroupId(), member.getCustId());
+                        } else {
+                            // 正常存在的客户，跳过
+                            skippedCount++;
+                            log.debug("客户已存在，跳过：groupId={}, custId={}", member.getGroupId(), member.getCustId());
+                        }
+                    }
+                }
+            }
+            log.info("客群客户导入完成（网格），客群ID：{}，成功：{}，跳过重复：{}，恢复：{}",
+                    custGroup.getId(), successCount, skippedCount, restoredCount);
+            // 更新创建状态为成功
+            custGroup.setCreateStatus("1");
+            custGroupMapper.updateById(custGroup);
+        } catch (Exception e) {
+            // 更新创建状态为失败
+            custGroup.setCreateStatus("2");
+            custGroupMapper.updateById(custGroup);
+            log.error("客群客户导入失败，客群ID：{}", custGroup.getId(), e);
+            throw new ServiceException("客群客户导入失败: " + e.getMessage());
+        }
+    }
+
+    /**
+     * 从绩效网格导入客户
+     */
+    private List<CustGroupMember> importFromCmpmGrid(CustGroup custGroup, GridImportDTO gridImportDTO, String headId) {
+        List<CustGroupMember> memberList = new ArrayList<>();
+        // 确定要查询的网格类型
+        List<String> gridTypes = new ArrayList<>();
+        String cmpmBizType = gridImportDTO.getCmpmBizType();
+        if ("retail".equals(cmpmBizType)) {
+            gridTypes.add("retail");
+        } else if ("corporate".equals(cmpmBizType)) {
+            gridTypes.add("corporate");
+            gridTypes.add("corporate_account");
+        } else {
+            throw new ServiceException("请选择绩效网格业务类型（零售/公司）");
+        }
+        // 查询客户
+        for (String userName : gridImportDTO.getUserNames()) {
+            for (String gridType : gridTypes) {
+                List<GridCmpm> cmpmList = gridCmpmMapper.getGridCmpmByUserName(userName, headId, gridType);
+                for (GridCmpm cmpm : cmpmList) {
+                    CustGroupMember member = new CustGroupMember();
+                    member.setGroupId(custGroup.getId());
+                    member.setCustId(cmpm.getCustId());
+                    member.setCustName(cmpm.getCustName());
+                    member.setCustType(cmpm.getCustType());
+                    member.setCustIdc(cmpm.getCustIdc());
+                    member.setSocialCreditCode(cmpm.getUsci());
+                    member.setCreateTime(new Date());
+                    memberList.add(member);
+                }
+            }
+        }
+        return memberList;
+    }
+
+    /**
+     * 从地理网格导入客户
+     */
+    private List<CustGroupMember> importFromRegionGrid(CustGroup custGroup, GridImportDTO gridImportDTO) {
+        List<CustGroupMember> memberList = new ArrayList<>();
+        // 查询地理网格获取编码
+        if (gridImportDTO.getRegionGridIds() == null || gridImportDTO.getRegionGridIds().isEmpty()) {
+            throw new ServiceException("请选择地理网格");
+        }
+        List<RegionGrid> regionGrids = regionGridMapper.selectBatchIds(gridImportDTO.getRegionGridIds());
+        // 使用 selectAllCustFromGrid 方法查询所有客户（不限制客户类型）
+        for (RegionGrid regionGrid : regionGrids) {
+            List<RegionCustUser> custUsers = regionGridListService.selectAllCustFromGrid(regionGrid);
+            for (RegionCustUser custUser : custUsers) {
+                CustGroupMember member = new CustGroupMember();
+                member.setGroupId(custGroup.getId());
+                member.setCustId(custUser.getCustId());
+                member.setCustName(custUser.getCustName());
+                member.setCustType(custUser.getCustType());
+                member.setCreateTime(new Date());
+                memberList.add(member);
+            }
+        }
+        return memberList;
+    }
+
+    /**
+     * 从绘制网格导入客户
+     */
+    private List<CustGroupMember> importFromDrawGrid(CustGroup custGroup, GridImportDTO gridImportDTO) {
+        List<CustGroupMember> memberList = new ArrayList<>();
+        if (gridImportDTO.getDrawGridIds() == null || gridImportDTO.getDrawGridIds().isEmpty()) {
+            throw new ServiceException("请选择绘制网格");
+        }
+        // 查询绘制网格关联的图形ID
+        for (Long gridId : gridImportDTO.getDrawGridIds()) {
+            LambdaQueryWrapper<DrawGridShapeRelate> relateWrapper = new LambdaQueryWrapper<>();
+            relateWrapper.eq(DrawGridShapeRelate::getGridId, gridId);
+            List<DrawGridShapeRelate> relates = drawGridShapeRelateMapper.selectList(relateWrapper);
+            for (DrawGridShapeRelate relate : relates) {
+                // 根据图形ID查询客户
+                LambdaQueryWrapper<DrawShapeCust> custWrapper = new LambdaQueryWrapper<>();
+                custWrapper.eq(DrawShapeCust::getShapeId, relate.getShapeId());
+                List<DrawShapeCust> shapeCusts = drawShapeCustMapper.selectList(custWrapper);
+                for (DrawShapeCust shapeCust : shapeCusts) {
+                    CustGroupMember member = new CustGroupMember();
+                    member.setGroupId(custGroup.getId());
+                    member.setCustId(shapeCust.getCustId());
+                    member.setCustName(shapeCust.getCustName());
+                    member.setCustType(shapeCust.getCustType());
+                    member.setCreateTime(new Date());
+                    memberList.add(member);
+                }
+            }
+        }
+        return memberList;
+    }
+}

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

@@ -0,0 +1,46 @@
+<?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.CustGroupMapper">
+
+    <select id="selectCustGroupList" resultType="CustGroupVO">
+        SELECT
+            cg.id,
+            cg.group_name,
+            cg.group_mode,
+            cg.create_mode,
+            cg.user_name,
+            cg.nick_name,
+            cg.dept_id,
+            cg.share_enabled,
+            cg.share_dept_ids,
+            cg.group_status,
+            cg.create_by,
+            cg.create_time,
+            cg.update_by,
+            cg.update_time,
+            cg.remark,
+            cg.del_flag,
+            (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.del_flag = '0'
+            and create_status = '1'
+            <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>
+        </where>
+        ORDER BY cg.create_time DESC
+    </select>
+
+</mapper>

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

@@ -97,6 +97,13 @@ public class GridCmpmController extends BaseController {
         return gridCmpmService.selectCustManagerResult();
     }
 
+    @GetMapping("/custManager/custLevel/list")
+    @Log(title = "绩效网格-管户报表星级列表")
+    @ApiOperation("管户报表星级列表")
+    public AjaxResult getCustLevelListForManager() {
+        return success(gridCmpmService.getCustLevelListForManager());
+    }
+
     @GetMapping("/custLevel/count")
     @Log(title = "绩效网格-查询客户分层等级")
     @ApiOperation("查询客户分层等级")

ibs/src/main/java/com/ruoyi/ibs/cmpm/domain/dto/CustManagerDTO.java

@@ -18,4 +18,8 @@ public class CustManagerDTO {
     @ApiModelProperty(value = "网点名",notes = "")
     private String branchId;
 
+    /** 状态类型：current（本月）、last（上月）、rise（上升）、fall（下降） */
+    @ApiModelProperty(value = "状态类型", notes = "current（本月）、last（上月）、rise（上升）、fall（下降）")
+    private String statusType;
+
 }

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

@@ -152,6 +152,13 @@ public class GridCmpmService {
         return new DwbRetailResultVO();
     }
 
+    /**
+     * 获取管户报表星级列表
+     */
+    public List<String> getCustLevelListForManager() {
+        return gridCmpmMapper.getCustLevelList();
+    }
+
     /**
      * 每月定时设置统计数据
      */
@@ -226,7 +233,6 @@ public class GridCmpmService {
         // 获取上月各星级客户数
         Map<String, Integer> historyLevelCountMap = getCustLevelCountMap(custManagerDTO, "last");
         Map<String, Integer> custLevelCompLm = calculateLevelChanges(historyLevelCountMap, currentLevelCountMap);
-        vo.setCustLevelCompLm(custLevelCompLm);
 
         // 在 vo.setCustLevelCompLm 之前，按顺序重新组织数据
         String[] order = {"5星", "4星", "3星", "2星", "1星", "基础", "长尾"};

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

@@ -35,4 +35,12 @@ 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）
+     * @param regionGrid 地理网格对象
+     * @return 网格内所有客户列表
+     */
+    List<RegionCustUser> selectAllCustFromGrid(RegionGrid regionGrid);
+
+
 }

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

@@ -2,6 +2,7 @@ package com.ruoyi.ibs.grid.service.impl;
 
 import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
 import com.ruoyi.common.core.domain.entity.SysDept;
+import com.ruoyi.common.exception.ServiceException;
 import com.ruoyi.common.utils.SecurityUtils;
 import com.ruoyi.common.utils.bean.BeanUtils;
 import com.ruoyi.ibs.draw.domain.dto.grid.CustCountDTO;
@@ -429,4 +430,25 @@ public class RegionGridListServiceImpl implements RegionGridListService {
 
         return secGridListByManager;
     }
+
+    /**
+     * 查询网格内所有客户（不限制客户类型，用于导入客群）
+     * @param regionGrid 地理网格对象
+     * @return 网格内所有客户列表
+     */
+    @Override
+    public List<RegionCustUser> selectAllCustFromGrid(RegionGrid regionGrid) {
+        LambdaQueryWrapper<RegionCustUser> queryWrapper = new LambdaQueryWrapper<>();
+        // 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")) {
+            queryWrapper.eq(RegionCustUser::getSecGridId, regionGrid.getGridId());
+        } else {
+            throw new ServiceException("无效的网格等级: " + regionGrid.getGridLevel());
+        }
+        // 不限制客户类型，查询所有类型的客户
+        return regionCustUserMapper.selectList(queryWrapper);
+    }
+
 }

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

@@ -142,6 +142,28 @@
             <if test="managerId != null and managerId !='' ">and manager_id = #{managerId}</if>
             <if test="outletId != null and outletId !='' ">and outlet_id = #{outletId}</if>
             <if test="branchId != null and branchId !='' ">and branch_id = #{branchId}</if>
+            <if test="statusType != null and statusType !=''">
+                <choose>
+                    <when test="statusType == 'current'">
+                        <!-- 本月：本月是指定星级的客户 -->
+                        and cust_level = #{custLevel}
+                    </when>
+                    <when test="statusType == 'last'">
+                        <!-- 上月：上月是指定星级的客户 -->
+                        and cust_level_lm = #{custLevel}
+                    </when>
+                    <when test="statusType == 'rise'">
+                        <!-- 上升：上升到指定星级的客户（本月是指定星级，上月星级更低） -->
+                        and cust_level = #{custLevel}
+                        and cust_level_comp_lm like '上升%'
+                    </when>
+                    <when test="statusType == 'fall'">
+                        <!-- 下降：从指定星级下降的客户（上月是指定星级，本月星级更低） -->
+                        and cust_level_lm = #{custLevel}
+                        and cust_level_comp_lm like '下降%'
+                    </when>
+                </choose>
+            </if>
         </where>
     </select>
 
@@ -438,6 +460,7 @@
         select distinct
             cust_level
         from dwb_retail_cust_level_manager_detail_875
+        order by cust_level
     </select>
 
     <select id="getCustCountByLevel" resultType="int">

pom.xml

@@ -226,6 +226,7 @@
         <module>ruoyi-generator</module>
         <module>ruoyi-common</module>
         <module>ibs</module>
+        <module>ibs-group</module>
     </modules>
     <packaging>pom</packaging>
 

ruoyi-admin/pom.xml

@@ -74,6 +74,13 @@
             <version>${ruoyi.version}</version>
         </dependency>
 
+        <!-- 客群管理-->
+        <dependency>
+            <groupId>com.ruoyi</groupId>
+            <artifactId>ibs-group</artifactId>
+            <version>${ruoyi.version}</version>
+        </dependency>
+
     </dependencies>
 
     <build>

ruoyi-ui/.gitignore

@@ -22,5 +22,3 @@ selenium-debug.log
 dist.zip
 package-lock.json
 yarn.lock
-
-vue.config.js

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

@@ -15,3 +15,11 @@ export function gridCmpmCustManagerResult(data) {
     params: data
   })
 }
+
+// 获取管户报表星级列表
+export function getCustLevelList() {
+  return request({
+    url: '/grid/cmpm/custManager/custLevel/list',
+    method: 'get'
+  })
+}

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

@@ -1,12 +1,13 @@
 <template>
   <div>
+    <!-- 统计卡片 -->
     <div :gutter="24" class="sum-box">
         <el-card class="box-card">
             <div class="my-span-checklist-title">
                 总资产余额
             </div>
             <div class="my-span-checklist-main">
-                <span>{{ cardInfo.custAumBal }}</span>
+                <span>{{ formatYi(cardInfo.custAumBal) }}</span>
             </div>
         </el-card>
         <el-card class="box-card">
@@ -14,7 +15,7 @@
                 总资产余额较上月变动
             </div>
             <div class="my-span-checklist-main">
-                <span>{{ cardInfo.aumBalCompLm }}</span>
+                <span>{{ formatYi(cardInfo.aumBalCompLm) }}</span>
             </div>
         </el-card>
         <el-card class="box-card">
@@ -22,7 +23,7 @@
                 总资产余额月日均
             </div>
             <div class="my-span-checklist-main">
-                <span>{{ cardInfo.custAumMonthAvg }}</span>
+                <span>{{ formatYi(cardInfo.custAumMonthAvg) }}</span>
             </div>
         </el-card>
         <el-card class="box-card">
@@ -66,6 +67,33 @@
             </div>
         </el-card>
     </div>
+
+    <!-- 搜索区域 -->
+    <el-form :model="queryParams" ref="queryForm" size="small" :inline="true" label-width="90px">
+      <el-form-item label="客户星级" prop="custLevel">
+        <el-select v-model="queryParams.custLevel" placeholder="请选择" clearable style="width: 150px">
+          <el-option
+            v-for="level in custLevelOptions"
+            :key="level"
+            :label="level"
+            :value="level"
+          />
+        </el-select>
+      </el-form-item>
+      <el-form-item label="星级状态" prop="statusType">
+        <el-select v-model="queryParams.statusType" placeholder="请选择" clearable style="width: 150px">
+          <el-option label="本月" value="current" />
+          <el-option label="上月" value="last" />
+          <el-option label="上升" value="rise" />
+          <el-option label="下降" value="fall" />
+        </el-select>
+      </el-form-item>
+      <el-form-item>
+        <el-button type="primary" icon="el-icon-search" size="mini" @click="handleQuery">查询</el-button>
+        <el-button icon="el-icon-refresh" size="mini" @click="resetQuery">重置</el-button>
+      </el-form-item>
+    </el-form>
+
     <el-card class="header-statics" style="display: none">
     <ul class="statics-cnt">
       <li>
@@ -122,7 +150,7 @@
 </template>
 
 <script>
-import { gridCmpmCustManagerList, gridCmpmCustManagerResult } from '@/api/gridSearch/accountManageReport/index'
+import { gridCmpmCustManagerList, gridCmpmCustManagerResult, getCustLevelList } from '@/api/gridSearch/accountManageReport/index'
   export default {
     data() {
       return {
@@ -137,19 +165,50 @@ import { gridCmpmCustManagerList, gridCmpmCustManagerResult } from '@/api/gridSe
         },
         tableData: [],
         loading: false,
+        custLevelOptions: [],
         queryParams: {
           pageNum: 1,
-          pageSize: 10
+          pageSize: 10,
+          custLevel: null,
+          statusType: null
         },
         total: 0,
         topData: []
       }
     },
     mounted() {
+      // 从 URL 参数获取筛选条件
+      const { custLevel, statusType } = this.$route.query
+      if (custLevel) {
+        this.queryParams.custLevel = custLevel
+      }
+      if (statusType) {
+        this.queryParams.statusType = statusType
+      }
+      this.loadCustLevelOptions()
       this.getData()
       this.getSum()
     },
     methods: {
+      /** 加载客户星级选项 */
+      loadCustLevelOptions() {
+        getCustLevelList().then(res => {
+          this.custLevelOptions = res.data || []
+        }).catch(() => {
+          this.custLevelOptions = []
+        })
+      },
+      /** 搜索按钮操作 */
+      handleQuery() {
+        this.queryParams.pageNum = 1
+        this.getData()
+      },
+      /** 重置按钮操作 */
+      resetQuery() {
+        this.queryParams.custLevel = null
+        this.queryParams.statusType = null
+        this.handleQuery()
+      },
       getData() {
         this.loading = true;
         gridCmpmCustManagerList(this.queryParams).then(res => {
@@ -183,10 +242,21 @@ import { gridCmpmCustManagerList, gridCmpmCustManagerResult } from '@/api/gridSe
       },
       toSum(obj) {
         let sum = 0
-        Object.keys(obj).map(key => {
-          sum = sum + obj[key] * 1
+        Object.keys(obj).forEach(key => {
+          // 只计算2星级及以上的：key中包含"2星"、"3星"、"4星"、"5星"
+          if (key.includes('2星') || key.includes('3星') || key.includes('4星') || key.includes('5星')) {
+            sum += obj[key]
+          }
         })
         return sum
+      },
+      /** 格式化为亿元 */
+      formatYi(value) {
+        if (value === null || value === '' || value === undefined) return '-'
+        const num = parseFloat(value)
+        if (isNaN(num)) return '-'
+        // 换算为亿元，保留2位小数
+        return (num / 100000000).toFixed(2) + '亿元'
       }
     }
   }

ruoyi-ui/src/views/index.vue

@@ -18,9 +18,9 @@
               </div>
               <div class="top_num">
                 <span style="font-size: 14px;">较上月变动</span>
-                <span v-if="String(item.inc).includes('-')" style=" font-size: 14px;color: #EF3F35">{{ changeData(item.inc)
+                <span v-if="String(item.inc).includes('-')" style=" font-size: 14px;color: #00B453">{{ changeData(item.inc)
                 }}<i class="el-icon-caret-bottom"></i></span>
-                <span v-else style=" font-size: 14px;color: #00B453">{{ changeData(item.inc) }}<i
+                <span v-else style=" font-size: 14px;color: #EF3F35">{{ changeData(item.inc) }}<i
                     class="el-icon-caret-top"></i></span>
               </div>
             </div>
@@ -30,18 +30,24 @@
             <div class="vt-main top-vt-main">
               <div class="top_num">
                 <span>上月值</span>
-                <span style="font-size: 14px;">{{ item.yiAmt }}</span>
+                <span style="font-size: 14px; cursor: pointer; color: #409EFF;" @click="goToCustManager(item.itemNm, 'last')">{{ item.yiAmt }}</span>
               </div>
               <div class="top_num">
                 <span>当月值</span>
-                <span style="font-size: 14px;">{{ item.inc }}</span>
+                <span style="font-size: 14px; cursor: pointer; color: #409EFF;" @click="goToCustManager(item.itemNm, 'current')">{{ item.inc }}</span>
               </div>
               <div class="top_num">
                 <span style="font-size: 14px;">较上月变动</span>
-                <span v-if="String(item.curAmt).includes('-')" style=" font-size: 14px;color: #EF3F35">{{ item.curAmt
-                }}<i class="el-icon-caret-bottom"></i></span>
-                <span v-else style=" font-size: 14px;color: #00B453">{{ item.curAmt }}<i
-                    class="el-icon-caret-top"></i></span>
+                <span v-if="String(item.curAmt).includes('-')"
+                      style="font-size: 14px; color: #00B453; cursor: pointer;"
+                      @click="goToCustManager(item.itemNm, 'fall')">
+                  {{ item.curAmt }}<i class="el-icon-caret-bottom"></i>
+                </span>
+                <span v-else
+                      style="font-size: 14px; color: #EF3F35; cursor: pointer;"
+                      @click="goToCustManager(item.itemNm, 'rise')">
+                  {{ item.curAmt }}<i class="el-icon-caret-top"></i>
+                </span>
               </div>
             </div>
           </div>
@@ -875,6 +881,23 @@ export default {
     }
   },
   methods: {
+    /** 跳转到管户报表页面 */
+    goToCustManager(itemNm, statusType) {
+      // 从 itemNm 中提取星级，如 "3星客户" → "3星"，"基础客户" → "基础"
+      // 使用正则匹配以"星"或"基础"或"长尾"开头的内容
+      let custLevel = itemNm.replace('客户', '').trim()
+      // 如果没有"客户"后缀，直接使用整个名称
+      if (custLevel === itemNm) {
+        custLevel = itemNm
+      }
+      this.$router.push({
+        path: '/gridSearch/accountManageReport',
+        query: {
+          custLevel: custLevel,
+          statusType: statusType
+        }
+      })
+    },
     getData() {
       this.loading = true
       if (this.selectedTab === '3') {