新增上虞个人测算输入参数设计与计划文档
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doc/2026-04-09-shangyu-retail-input-params-backend-plan.md
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doc/2026-04-09-shangyu-retail-input-params-backend-plan.md
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# 上虞个人利率测算输入参数后端 Implementation Plan
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> **For agentic workers:** REQUIRED: Use superpowers:subagent-driven-development (if subagents available) or superpowers:executing-plans to implement this plan. Steps use checkbox (`- [ ]`) syntax for tracking.
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**Goal:** 补齐个人创建 DTO、流程转换和模型调用参数，使个人模型请求完整覆盖 Excel 要求的输入字段。
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**Architecture:** 维持现有“页面提交 -> DTO -> Workflow -> ModelInvokeDTO -> form-urlencoded 调用”的链路，只在个人创建与模型调用相关文件中补齐字段和转换规则。通过后端单元测试与真实接口联调覆盖必填、正常和分支场景。
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**Tech Stack:** Spring Boot、MyBatis-Plus、Lombok、JUnit、Maven
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---
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## 文件结构
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- Modify: [ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/dto/PersonalLoanPricingCreateDTO.java](/Users/wkc/Desktop/loan-pricing/loan-pricing/ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/dto/PersonalLoanPricingCreateDTO.java)
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- 增加 `loanPurpose`、`loanTerm`
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- Modify: [ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/util/LoanPricingConverter.java](/Users/wkc/Desktop/loan-pricing/loan-pricing/ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/util/LoanPricingConverter.java)
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- 将新增字段映射到 `LoanPricingWorkflow`
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- Modify: [ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/dto/ModelInvokeDTO.java](/Users/wkc/Desktop/loan-pricing/loan-pricing/ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/dto/ModelInvokeDTO.java)
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- 增加 `loanTerm`、`loanLoop`
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- Modify: [ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/service/LoanPricingModelService.java](/Users/wkc/Desktop/loan-pricing/loan-pricing/ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/service/LoanPricingModelService.java)
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- 在个人模型调用前规范化 `0/1`
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- Create: [ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/service/LoanPricingModelServicePersonalParamsTest.java](/Users/wkc/Desktop/loan-pricing/loan-pricing/ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/service/LoanPricingModelServicePersonalParamsTest.java)
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- 覆盖字段存在与值转换
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### Task 1: 为新增字段补失败测试
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**Files:**
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- Create: `ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/service/LoanPricingModelServicePersonalParamsTest.java`
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- [ ] **Step 1: 编写字段与转换测试**
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```java
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@Test
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void shouldContainLoanPurposeLoanTermAndLoanLoop() {
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assertThat(ModelInvokeDTO.class.getDeclaredField("loanTerm")).isNotNull();
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assertThat(ModelInvokeDTO.class.getDeclaredField("loanLoop")).isNotNull();
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}
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```
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```java
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@Test
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void shouldConvertPersonalBooleanFlagsToZeroOne() {
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// 构造个人流程对象，断言模型请求中的 bizProof/loanLoop/collThirdParty 为 1/0
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}
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```
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- [ ] **Step 2: 运行测试并确认先失败**
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Run: `mvn -pl ruoyi-loan-pricing -Dtest=LoanPricingModelServicePersonalParamsTest test`
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Expected: FAIL，提示字段不存在或转换逻辑未实现
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- [ ] **Step 3: 保持测试只覆盖本次改动相关链路**
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```java
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// 仅断言 PersonalLoanPricingCreateDTO / LoanPricingConverter / ModelInvokeDTO / LoanPricingModelService
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```
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- [ ] **Step 4: 再次运行测试确认失败原因稳定**
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Run: `mvn -pl ruoyi-loan-pricing -Dtest=LoanPricingModelServicePersonalParamsTest test`
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Expected: FAIL，失败点与新增字段缺失一致
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- [ ] **Step 5: 提交**
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```bash
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git add ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/service/LoanPricingModelServicePersonalParamsTest.java
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git commit -m "新增个人测算输入参数后端测试"
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```
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### Task 2: 补齐个人创建 DTO 与流程映射
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**Files:**
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- Modify: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/dto/PersonalLoanPricingCreateDTO.java`
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- Modify: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/util/LoanPricingConverter.java`
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- [ ] **Step 1: 在个人 DTO 中增加 `loanPurpose`**
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```java
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@NotBlank(message = "贷款用途不能为空")
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@Pattern(regexp = "^(consumer|business)$", message = "贷款用途必须是 consumer 或 business")
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private String loanPurpose;
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```
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- [ ] **Step 2: 在个人 DTO 中增加 `loanTerm`**
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```java
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@NotBlank(message = "借款期限不能为空")
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private String loanTerm;
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```
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- [ ] **Step 3: 在转换器中映射新增字段**
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```java
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entity.setLoanPurpose(dto.getLoanPurpose());
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entity.setLoanTerm(dto.getLoanTerm());
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```
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- [ ] **Step 4: 运行相关测试确认 DTO 与映射通过**
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Run: `mvn -pl ruoyi-loan-pricing -Dtest=LoanPricingModelServicePersonalParamsTest test`
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Expected: 仍可能 FAIL，但失败点已推进到模型调用层
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- [ ] **Step 5: 提交**
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```bash
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git add ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/dto/PersonalLoanPricingCreateDTO.java ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/util/LoanPricingConverter.java
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git commit -m "补齐个人测算创建参数字段"
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```
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### Task 3: 补齐模型调用 DTO 与个人参数规范化
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**Files:**
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- Modify: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/dto/ModelInvokeDTO.java`
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- Modify: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/service/LoanPricingModelService.java`
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- [ ] **Step 1: 在模型调用 DTO 中增加缺失字段**
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```java
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private String loanTerm;
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private String loanLoop;
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```
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- [ ] **Step 2: 在个人模型调用前做 `0/1` 转换**
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```java
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if ("个人".equals(loanPricingWorkflow.getCustType())) {
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modelInvokeDTO.setBizProof(toZeroOne(modelInvokeDTO.getBizProof()));
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modelInvokeDTO.setLoanLoop(toZeroOne(modelInvokeDTO.getLoanLoop()));
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modelInvokeDTO.setCollThirdParty(toZeroOne(modelInvokeDTO.getCollThirdParty()));
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}
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```
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- [ ] **Step 3: 抽出最小辅助方法，避免散落重复逻辑**
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```java
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private String toZeroOne(String value) {
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if ("true".equals(value) || "1".equals(value)) return "1";
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if ("false".equals(value) || "0".equals(value)) return "0";
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return value;
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}
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```
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- [ ] **Step 4: 运行测试确认通过**
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Run: `mvn -pl ruoyi-loan-pricing -Dtest=LoanPricingModelServicePersonalParamsTest test`
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Expected: PASS
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- [ ] **Step 5: 提交**
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```bash
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git add ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/dto/ModelInvokeDTO.java ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/service/LoanPricingModelService.java
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git commit -m "规范个人测算模型调用参数"
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```
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### Task 4: 后端联调与接口验证
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**Files:**
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- Verify: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/controller/LoanPricingWorkflowController.java`
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- Verify: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/service/impl/LoanPricingWorkflowServiceImpl.java`
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- [ ] **Step 1: 重新编译并重启后端进程**
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Run: `mvn -pl ruoyi-admin -am package -DskipTests`
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Expected: 打包成功，随后重启运行中的后端服务使最新代码生效
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- [ ] **Step 2: 验证正常场景**
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Run: 调用 `POST /loanPricing/workflow/create/personal`
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Expected:
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- 返回创建成功
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- 请求体包含 `loanPurpose`、`loanTerm`
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- 模型请求中带出 `loanLoop`
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- [ ] **Step 3: 验证必填缺失场景**
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Run: 缺少 `loanPurpose` 或 `loanTerm` 分别调用接口
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Expected: 返回参数校验失败
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- [ ] **Step 4: 验证分支场景**
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Run: 以不同开关组合调用接口
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Expected:
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- `bizProof=true` -> 模型入参 `1`
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- `bizProof=false` -> 模型入参 `0`
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- `loanLoop=true/false` 与 `collThirdParty=true/false` 同理
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- [ ] **Step 5: 验证结束后停止后端进程并提交**
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```bash
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git add ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/dto/PersonalLoanPricingCreateDTO.java ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/util/LoanPricingConverter.java ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/dto/ModelInvokeDTO.java ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/service/LoanPricingModelService.java ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/service/LoanPricingModelServicePersonalParamsTest.java
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git commit -m "完成个人测算输入参数后端联调"
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```
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