26 Commits

Author SHA1 Message Date
wkc
abc8b127e1 Improve external API logging readability 2026-05-06 10:18:28 +08:00
wkc
709a314107 Fix breadcrumb dashboard detection 2026-04-30 10:11:45 +08:00
wkc
e4a8cf4a13 修复历史贷款合同单选文本异常 2026-04-30 10:05:27 +08:00
wkc
938f9bb28e 记录业务种类历史利率页面验证 2026-04-30 09:58:39 +08:00
wkc
764bc7f363 详情展示业务种类和历史利率 2026-04-30 09:22:56 +08:00
wkc
01a0bee5c0 企业新增支持业务种类和历史利率 2026-04-30 09:21:56 +08:00
wkc
761b9a0612 个人新增支持业务种类和历史利率 2026-04-30 09:20:12 +08:00
wkc
801310ee10 新增历史贷款合同选择弹窗 2026-04-30 09:18:27 +08:00
wkc
289937f264 新增历史贷款合同前端接口 2026-04-30 09:17:06 +08:00
wkc
6081ee87f2 记录业务种类历史利率后端验证 2026-04-30 09:15:37 +08:00
wkc
ade4100aeb 新增业务种类历史利率数据库字段 2026-04-30 09:13:54 +08:00
wkc
33365a0d74 新增历史贷款合同查询接口 2026-04-30 09:12:59 +08:00
wkc
b8b8d21b09 校验并映射业务种类历史利率 2026-04-30 09:10:27 +08:00
wkc
6a91cd7ea6 新增业务种类与历史利率后端字段 2026-04-30 09:08:31 +08:00
wkc
ca19ba754d 新增业务种类历史利率实施计划 2026-04-29 15:03:51 +08:00
wkc
0f2a22f2c6 记录业务种类历史利率设计审查 2026-04-29 14:47:46 +08:00
wkc
6dbd56dc52 修订业务种类与历史利率设计 2026-04-29 14:46:47 +08:00
wkc
86b8704ad9 新增业务种类与历史利率设计文档 2026-04-29 14:42:31 +08:00
wkc
3180c33500 新增客户号查询并回填客户信息 2026-04-29 14:13:27 +08:00
wkc
a90ab42be6 新增客户号映射选择实施计划 2026-04-29 11:33:51 +08:00
wkc
ddf2f976f5 新增客户号映射选择设计文档 2026-04-29 11:11:58 +08:00
wkc
886cba6b3d 新增个人模型输出灰黑名单客户字段 2026-04-27 15:44:11 +08:00
wkc
571f7bc075 Split model URLs for personal and corporate clients 2026-04-27 15:22:08 +08:00
wkc
5a80653917 git ignore 2026-04-17 09:31:32 +08:00
wkc
bfe1b346d9 调整流程详情与对公新增弹窗展示并补充测试 2026-04-17 09:21:43 +08:00
wkc
ef40675422 gitignore 2026-04-16 16:09:13 +08:00
88 changed files with 6166 additions and 424 deletions

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.gitignore vendored
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@@ -49,5 +49,13 @@ nbdist/
logs/
ruoyi-ui/dist.zip
????????_892.zip
*/src/test/
ruoyi-ui/tests
.playwright-cli
.playwright-cli
tongweb_63310.properties
audit.log
.DS_Store
*/.DS_Store

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@@ -16,6 +16,7 @@
- 开发完成后必须执行与本次改动直接对应的验证步骤,完成验证后才能结束本次任务
- 如果是接口开发完成,先重启后端进程,确保最新代码已经生效,再调用接口进行测试
- 接口测试时必须覆盖多种情况,至少包含正常场景、必填/参数错误场景、分支场景;如接口逻辑包含状态、类型、金额、期限等关键条件,需要分别验证对应分支
- 每次调用外部接口进行测试或联调时,必须在后端日志中完整输出请求 URL、请求参数和返回参数
- 如果是前端页面开发完成,必须启动前端页面并调用浏览器检查功能是否正常,确认页面展示、交互流程、接口联动和关键提示信息符合预期
- 测试结束后,自动结束测试时开启的前后端进程

95
build_release_892.sh Executable file
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@@ -0,0 +1,95 @@
#!/bin/sh
set -eu
ROOT_DIR=$(CDPATH= cd -- "$(dirname "$0")" && pwd)
DATE_STAMP=$(date "+%Y%m%d")
RELEASE_ZIP="$ROOT_DIR/${DATE_STAMP}_892.zip"
BACKEND_JAR_SOURCE="$ROOT_DIR/ruoyi-admin/target/ruoyi-admin.jar"
FRONTEND_DIR="$ROOT_DIR/ruoyi-ui"
FRONTEND_DIST_DIR="$FRONTEND_DIR/dist"
FRONTEND_DIST_ZIP="$FRONTEND_DIR/dist.zip"
NODE_VERSION="14"
log_info() {
printf '[%s] %s\n' "$(date '+%Y-%m-%d %H:%M:%S')" "$1"
}
log_error() {
printf '[%s] %s\n' "$(date '+%Y-%m-%d %H:%M:%S')" "$1" >&2
}
require_command() {
if ! command -v "$1" >/dev/null 2>&1; then
log_error "缺少命令: $1"
exit 1
fi
}
cleanup() {
if [ -n "${WORK_DIR:-}" ] && [ -d "$WORK_DIR" ]; then
rm -rf "$WORK_DIR"
fi
}
build_backend() {
log_info "开始构建后端生产 jar"
(
cd "$ROOT_DIR"
mvn -pl ruoyi-admin -am clean package -DskipTests
)
if [ ! -f "$BACKEND_JAR_SOURCE" ]; then
log_error "未生成后端 jar: $BACKEND_JAR_SOURCE"
exit 1
fi
}
build_frontend() {
log_info "开始构建前端生产 dist"
ROOT_DIR="$ROOT_DIR" NODE_VERSION="$NODE_VERSION" zsh -lic 'nvm use "$NODE_VERSION" >/dev/null && npm --prefix "$ROOT_DIR/ruoyi-ui" run build:prod'
if [ ! -f "$FRONTEND_DIST_DIR/index.html" ]; then
log_error "前端生产构建失败,未找到: $FRONTEND_DIST_DIR/index.html"
exit 1
fi
rm -f "$FRONTEND_DIST_ZIP"
(
cd "$FRONTEND_DIR"
zip -qr "$FRONTEND_DIST_ZIP" dist
)
if [ ! -f "$FRONTEND_DIST_ZIP" ]; then
log_error "未生成前端压缩包: $FRONTEND_DIST_ZIP"
exit 1
fi
}
package_release() {
WORK_DIR=$(mktemp -d "${TMPDIR:-/tmp}/loan_pricing_release.XXXXXX")
trap cleanup EXIT INT TERM
cp "$BACKEND_JAR_SOURCE" "$WORK_DIR/ruoyi-admin.jar"
cp "$FRONTEND_DIST_ZIP" "$WORK_DIR/dist.zip"
rm -f "$RELEASE_ZIP"
(
cd "$WORK_DIR"
zip -qr "$RELEASE_ZIP" ruoyi-admin.jar dist.zip
)
log_info "上线压缩包已生成: $RELEASE_ZIP"
}
main() {
require_command mvn
require_command zsh
require_command zip
build_backend
build_frontend
package_release
}
main "$@"

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@@ -0,0 +1,52 @@
# 上虞对公利率测算字段对齐后端实施计划
## 目标
- 对齐对公创建接口、模型调用入参、流程详情返回、mock 返回和 SQL 基线。
## 实施内容
- 创建请求字段改为 Excel `上传指标` 口径:
- 新增 `repayMethod`
- `isTradeConstruction` 改为 `isTradeBuildEnt`
- 移除对公创建链路中的 `isAgriGuar``isTechEnt`
- 流程主表实体补 `repayMethod`,并将 `isTradeBuildEnt` 映射到数据库列 `is_trade_construction`
- 对公模型输出实体补齐:
- `repayMethod`
- `isTradeBuildEnt`
- `loanRateHistory`
- `minRateProduct`
- `smoothRange`
- `finalCalculateRate`
- `referenceRate`
- 对公模型输出实体不再暴露:
- `isAgriGuar`
- `midEntTax`
- `cardOverdue`
- 企业模型入参统一值域:
- `isGreenLoan``isTradeBuildEnt``collThirdParty` 发送 `0/1`
- `repayMethod` 发送 `分期/不分期`
- 企业流程详情主利率改为 `finalCalculateRate`
- mock 继续保留 `data.mappingOutputFields` 包装层,只更新企业字段集合和值域
## SQL 调整
- `loan_pricing_workflow` 新增 `repay_method`
- `model_corp_output_fields` 新增:
- `repay_method`
- `is_trade_build_ent`
- `loan_rate_history`
- `min_rate_product`
- `smooth_range`
- `final_calculate_rate`
- `reference_rate`
- 已同步更新:
- `sql/loan_pricing_workflow.sql`
- `sql/model_corp.sql`
- `sql/loan_pricing_schema_20260328.sql`
- `sql/loan_pricing_prod_init_20260331.sql`
- `sql/2026-04-16-shangyu-corporate-alignment.sql`
## 验证
- 运行后端定向单测,确认对公字段和详情主利率断言通过
- 使用 `/login/test` 获取 token 后调用对公创建和详情接口,确认:
- 正常场景成功
- 缺少 `repayMethod` 返回校验错误
- 详情返回包含新增字段且 `loanRate = finalCalculateRate`

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@@ -0,0 +1,48 @@
# 上虞对公利率测算字段对齐前端实施计划
## 目标
- 对齐对公新增弹窗和企业流程详情页展示,严格跟随 Excel `上传指标``展示指标`
## 实施内容
- 对公新增弹窗调整为 Excel `上传指标`
- 新增 `repayMethod`
- `isTradeConstruction` 改为 `isTradeBuildEnt`
- 删除 `省农担担保贷款``科技型企业`
- `loanTerm` 文案改为按年
- `collType` 选项改为 `一类/二类/三类/四类`
- `isGreenLoan``isTradeBuildEnt``collThirdParty` 提交值改为 `1/0`
- 企业详情左侧关键信息:
- 标签改为 `最终测算利率`
- 读取 `corpOutput.finalCalculateRate`
- 企业流程详情业务信息:
- 新增展示 `repayMethod`
- 新增展示 `isTradeBuildEnt`
- 保留 `isGreenLoan`
- 移除不在本次口径内的企业业务展示
- 企业模型输出补齐展示:
- `repayMethod`
- `isTradeBuildEnt`
- `loanRateHistory`
- `minRateProduct`
- `smoothRange`
- `finalCalculateRate`
- `referenceRate`
- 企业模型输出移除展示:
- `isAgriGuar`
- `midEntTax`
- `cardOverdue`
## 测试脚本
- 新增:
- `ruoyi-ui/tests/corporate-create-input-params.test.js`
- `ruoyi-ui/tests/corporate-display-fields.test.js`
- 更新 `ruoyi-ui/package.json`,补充对应 npm scripts
## 验证
- `nvm use default` 后执行两个对公静态断言脚本
- 执行前端生产构建
- 启动前端页面并在浏览器中确认:
- 对公新增弹窗字段和选项正确
- 创建成功后列表刷新
- 企业详情页显示 `最终测算利率`
- 企业详情页和模型输出出现新增字段

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@@ -284,6 +284,7 @@ GET /loanPricing/workflow/20250119143025123
"idType": "身份证",
"idNum": "330102199001011234",
"baseLoanRate": "3.45",
"greyBlackCust": "1",
"isFirstLoan": "true",
"faithDay": "365",
"custAge": "35",

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@@ -0,0 +1,38 @@
# 上虞对公利率测算字段对齐实施记录
## 修改时间
- 2026-04-16
## 修改内容
- 对齐对公创建请求字段,新增 `repayMethod`,将 `isTradeConstruction` 统一为 `isTradeBuildEnt`
- 对齐企业详情返回与页面展示,左侧主利率改为 `finalCalculateRate`
- 对齐对公模型输出字段,补齐 `loanRateHistory``minRateProduct``smoothRange``finalCalculateRate``referenceRate`
- 裁剪企业模型输出和页面展示,不再暴露 `isAgriGuar``midEntTax``cardOverdue`
- 对公新增弹窗中的 `贷款期限(年)` 调整为下拉框,选项固定为 `1-10`
- 更新企业 mock 返回和 SQL 基线、迁移脚本
## 文档与脚本
- `doc/2026-04-16-shangyu-corporate-alignment-backend-plan.md`
- `doc/2026-04-16-shangyu-corporate-alignment-frontend-plan.md`
- `sql/2026-04-16-shangyu-corporate-alignment.sql`
## 验证记录
- 后端单测:
- `mvn -pl ruoyi-loan-pricing -Dtest=ModelCorpOutputFieldsTest,LoanPricingModelServiceTest,LoanPricingWorkflowServiceImplTest test`
- 结果13 个测试全部通过
- 前端静态断言:
- `zsh -lic 'nvm use default >/dev/null && npm --prefix ruoyi-ui run test:corporate-create-input-params'`
- `zsh -lic 'nvm use default >/dev/null && npm --prefix ruoyi-ui run test:corporate-display-fields'`
- 结果:两个脚本均通过
- 前端构建:
- `zsh -lic 'nvm use default >/dev/null && npm --prefix ruoyi-ui run build:prod'`
- 结果:构建成功,仅有体积告警
- 接口联调:
- 使用 `/login/test` 获取 token
- 验证了对公创建正常场景、缺少 `repayMethod` 的参数错误场景、`分期/不分期``1/0` 分支场景
- 详情接口确认返回新增字段,且 `loanPricingWorkflow.loanRate = modelCorpOutputFields.finalCalculateRate`
- 浏览器联调:
- 启动前端开发服务并打开流程列表
- 验证对公新增弹窗字段、选项、提交流程
- 验证创建后列表新增记录
- 验证企业详情页出现 `最终测算利率``还款方式``贸易和建筑业企业``历史利率``产品最低利率下限``平滑幅度``参考利率`

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@@ -0,0 +1,21 @@
# 流程详情页模型输出平铺展示实施记录
## 改动日期
- 2026-04-16
## 改动范围
- 前端:`ruoyi-ui/src/views/loanPricing/workflow/components/ModelOutputDisplay.vue`
- 前端测试:`ruoyi-ui/tests/model-output-flat-display.test.js`
- 前端脚本:`ruoyi-ui/package.json`
## 改动内容
- 取消流程详情页“模型输出”区域的 Tab 切换结构。
- 保留原有分组顺序与字段内容,将“基本信息”“忠诚度分析”“贡献度分析”等分组改为自上而下平铺展示。
- 按最新要求,将“测算结果”分组前移到“基本信息”下方,优先展示最终测算相关结果。
- 按最新要求,将“测算结果”中的“最终测算利率”调整到最后一行展示。
- 移除组件内仅用于 Tab 默认选中的 `activeTab` 和相关监听逻辑。
- 新增最小回归测试,校验模型输出组件不再包含 `el-tabs``el-tab-pane`,并具备平铺分组区块,同时校验“基本信息”后紧跟“测算结果”。
## 验证计划
- 使用 `nvm` 显式切换前端 Node 版本后执行 `npm run test:model-output-flat-display`
- 启动前端页面,在浏览器中打开流程详情页,确认模型输出区域已按分组平铺展示,且不再出现 Tab 切换。

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# 对公还款方式移除与抵质押字段联动实施记录
## 修改内容
- 对公新增弹窗移除 `还款方式` 输入项、初始化字段、重置字段、必填校验和提交字段。
- 对公详情页与模型输出展示移除 `还款方式`
- 对公、对私新增弹窗中,`担保方式``抵押``质押` 时才展示 `抵质押类型``抵质押物是否第三方所有`
- `抵质押类型` 根据担保方式动态切换:
- `抵押``一类``二类``三类``四类``其他`
- `质押``存单质押``其他`
- 担保方式切换时清空已选抵质押类型和第三方所有标识,隐藏抵质押字段时不向后端提交。
- 对公创建 DTO 取消 `repayMethod` 必填与枚举校验;`collType` 不再全局必填,合法值调整为 `一类/二类/三类/四类/其他/存单质押`
## 验证结果
- 前端静态测试通过:
- `npm run test:corporate-create-input-params`
- `npm run test:corporate-display-fields`
- `npm run test:personal-create-input-params`
- 后端编译与单测通过:
- `mvn -pl ruoyi-loan-pricing -am -Dtest=ModelCorpOutputFieldsTest -Dsurefire.failIfNoSpecifiedTests=false test`
- 后端接口验证通过:
- `信用` 不传 `repayMethod`、不传抵质押字段可创建。
- `抵押``一类` 且不传 `repayMethod` 可创建。
- `质押``存单质押` 且不传 `repayMethod` 可创建。
- 缺少 `custIsn`、缺少 `guarType`、非法 `guarType` 仍返回参数错误。
- 真实前端页面验证通过:
- 对公新增弹窗不显示 `还款方式`
- 对公、对私新增弹窗在 `信用/保证` 下隐藏抵质押字段。
- 对公、对私新增弹窗在 `抵押/质押` 下显示抵质押字段,且选项分别符合规则。
- 对公详情页与模型输出区域不再显示 `还款方式`
## 说明
- 本次不删除数据库字段和实体字段,仅停止创建入口要求和页面展示,保留历史数据结构。

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# 个人/企业模型接口拆分实施记录
## 修改内容
- 将统一模型接口配置 `model.url` 拆分为 `model.personal-url``model.corporate-url`
- `dev``uat` 环境分别指向本地个人/企业 mock
- `http://localhost:63310/rate/pricing/mock/invokeModel/personal`
- `http://localhost:63310/rate/pricing/mock/invokeModel/corporate`
- `pro` 环境改为从 `MODEL_PERSONAL_URL``MODEL_CORPORATE_URL` 读取真实接口地址。
- `ModelService` 拆分为 `invokePersonalModel``invokeCorporateModel`,分别返回 `ModelRetailOutputFields``ModelCorpOutputFields`
- `LoanPricingModelService` 根据 `custType` 调用对应模型接口,个人只写个人模型输出表,企业只写企业模型输出表。
- mock 控制器拆分为个人、企业两个入口,不再保留统一 mock 路径作为业务调用入口。
## 字段管理
- 个人模型返回字段继续由 `ModelRetailOutputFields``model_retail_output_fields` 管理。
- 企业模型返回字段继续由 `ModelCorpOutputFields``model_corp_output_fields` 管理。
- 未新增统一返回对象,避免个人/企业字段混在同一套结构中。
## 验证记录
- 后端单测:
- `mvn -pl ruoyi-loan-pricing -am -Dtest=LoanPricingModelServiceTest,ModelRetailOutputFieldsTest,ModelCorpOutputFieldsTest -Dsurefire.failIfNoSpecifiedTests=false test`
- 结果:通过,`Tests run: 5, Failures: 0, Errors: 0`
- 后端打包与启动:
- `./bin/restart_java_backend.sh restart`
- 结果:打包成功,提升权限后启动成功,后端监听 `63310`
- 真实接口验证:
- `/login/test` 获取 token 成功。
- 调用 `/loanPricing/workflow/create/personal` 创建个人流程,流水号 `20260427150819677`
- 查询个人详情,返回 `modelRetailOutputFields.finalCalculateRate=6.05``modelCorpOutputFields=null`
- 调用 `/loanPricing/workflow/create/corporate` 创建企业流程,流水号 `20260427150820494`
- 查询企业详情,返回 `modelCorpOutputFields.finalCalculateRate=3.732``modelRetailOutputFields=null`
- 缺少 `custIsn` 的个人创建请求返回 `客户内码不能为空`
- 后端日志确认个人命中 `/rate/pricing/mock/invokeModel/personal`,企业命中 `/rate/pricing/mock/invokeModel/corporate`
- 测试结束后已执行 `./bin/restart_java_backend.sh stop` 停止本次启动的后端进程。
## 注意事项
- 生产环境启动前必须提供 `MODEL_PERSONAL_URL``MODEL_CORPORATE_URL`
- 本次不改前端页面和现有业务接口路径。

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# 2026-04-27 个人模型输出灰黑名单客户字段实施记录
## 修改内容
- 后端个人模型输出实体 `ModelRetailOutputFields` 新增 `greyBlackCust` 字段,承接个人模型返回的 `0/1` 输出值。
- 个人模型 mock 返回文件 `retail_output.json` 新增 `greyBlackCust: "1"`,用于本地模型调用链路验证。
- `model_retail_output_fields` 表结构新增 `grey_black_cust` 字段,并补充增量迁移脚本 `sql/add_model_retail_grey_black_cust_20260427.sql`
- 前端模型输出组件在个人客户“基本信息”分组中展示“灰黑名单客户”,直接展示后端返回值 `0/1`
- 接口文档示例补充 `greyBlackCust` 返回字段。
## 涉及文件
- `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/entity/ModelRetailOutputFields.java`
- `ruoyi-loan-pricing/src/main/resources/data/retail_output.json`
- `ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/domain/entity/ModelRetailOutputFieldsTest.java`
- `ruoyi-ui/src/views/loanPricing/workflow/components/ModelOutputDisplay.vue`
- `ruoyi-ui/tests/retail-display-fields.test.js`
- `sql/model_retail.sql`
- `sql/loan_pricing_schema_20260328.sql`
- `sql/loan_pricing_prod_init_20260331.sql`
- `sql/add_model_retail_grey_black_cust_20260427.sql`
- `doc/api/loan-pricing-workflow-api.md`
## 数据库变更
- 已在开发库 `loan-pricing.model_retail_output_fields` 执行新增列:
```sql
ALTER TABLE model_retail_output_fields
ADD COLUMN grey_black_cust varchar(100) DEFAULT '' COMMENT '灰黑名单客户' AFTER base_loan_rate;
```
- 回查结果确认 `grey_black_cust` 字段存在。
## 验证记录
- `mvn -pl ruoyi-loan-pricing -Dtest=ModelRetailOutputFieldsTest,LoanPricingModelServiceTest -Dsurefire.failIfNoSpecifiedTests=false test`
- 通过,确认实体字段存在,个人/企业模型调用基础链路未回归。
- `zsh -lic 'nvm use 14 >/dev/null && npm --prefix ruoyi-ui run test:retail-display-fields && npm --prefix ruoyi-ui run test:model-output-flat-display'`
- 通过,确认前端包含 `retailOutput.greyBlackCust` 且字段位于个人模型输出“基本信息”分组。
- `zsh -lic 'nvm use 14 >/dev/null && npm --prefix ruoyi-ui run build:prod'`
- 通过,存在既有包体积 warning无编译错误。
- 后端真实接口验证:
- 重启后端后调用个人流程创建接口,业务流水号 `20260427153305173`
- 调用详情接口返回 `modelRetailOutputFields.greyBlackCust = 1`
- 数据库联表回查 `model_retail_output_fields.grey_black_cust = 1`
- browser-use 真实页面验证:
- 使用前端开发服务 `http://127.0.0.1:63311/` 打开真实流程详情页。
- 页面 `模型输出 > 基本信息` 中可见“灰黑名单客户”,展示值为 `1`
- 测试结束后已停止本次启动的后端 `63310` 与前端 `63311` 进程,并回查端口不再监听。
## 备注
- 组合执行 `LoanPricingModelServicePersonalParamsTest` 时,当前本机 JDK 21 下 Mockito inline ByteBuddy 自附加失败;该失败与本次字段改动无关。已单独执行本次直接相关的非 Mockito 失败用例并通过。

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# 根目录 892 上线压缩包生成脚本实施记录
## 保存路径检查
- 脚本保存路径:项目根目录 `build_release_892.sh`
- 实施记录保存路径:`doc/implementation-report-2026-04-27-root-release-package-892.md`
## 修改内容
- 新增根目录脚本 `build_release_892.sh`
- 脚本执行后自动在项目根目录生成 `YYYYMMDD_892.zip`
- 压缩包根层结构固定为:
- `ruoyi-admin.jar`
- `dist.zip`
- 后端产物来自最新执行的 `mvn -pl ruoyi-admin -am clean package -DskipTests`
- 前端产物来自 `nvm use 14` 后执行的 `npm --prefix ruoyi-ui run build:prod`
- 前端构建完成后重新生成 `ruoyi-ui/dist.zip`
- 更新 `.gitignore`,忽略根目录生成的 `????????_892.zip`
## 验证结果
- 已执行 `sh -n build_release_892.sh`,语法校验通过
- 已执行 `./build_release_892.sh`,后端 Maven 构建成功,前端生产构建成功
- 前端构建过程中仅出现原有包体积 warning 与 npm 更新检查权限提示,不影响产物生成
- 已生成根目录压缩包:`20260427_892.zip`
- 已按最新要求调整压缩包结构,根层直接放置两个文件,不再包含 `deploy/` 目录
- 已执行 `unzip -l 20260427_892.zip`,确认压缩包内容为:
- `ruoyi-admin.jar`
- `dist.zip`
- 已执行 `git check-ignore -v 20260427_892.zip ruoyi-ui/dist.zip`,确认根目录上线压缩包和前端临时压缩包均不会进入 git

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# 面包屑重复 key 告警处理实施记录
## 修改内容
- 修复流程列表首页进入后控制台出现 `Duplicate keys detected: '/index'` 的问题。
- 根因是当前首页实际路由为 `/index`,面包屑组件仍只按路由名 `Index` 判断首页,导致额外追加的“首页”项与“流程列表”项使用相同路径 `/index` 作为 key。
- 将面包屑首页判断补充为同时识别 `path === '/index'`,避免在首页路由重复追加“首页”项。
## 验证方式
- 启动前端开发服务后,使用真实浏览器访问 `/index`
- 检查控制台不再出现 `Duplicate keys detected: '/index'`
- 检查流程列表页面仍可正常展示。
## 验证结果
- 已使用 Node 14.21.3 启动前端开发服务并通过 Playwright 访问真实页面 `http://127.0.0.1:8080/index`
- 页面成功进入“流程列表”,面包屑仅展示“流程列表”,未再重复追加“首页”。
- 浏览器控制台统计为 `Errors: 0, Warnings: 0`,未再出现 `Duplicate keys detected: '/index'`
- 验证结束后已关闭本次启动的前端 `8080` 进程;后端 `63310` 为验证前已有进程,未做关闭处理。

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# 2026-04-29 业务种类与历史贷款利率设计记录
## 修改内容
- 新增设计文档 `docs/superpowers/specs/2026-04-29-business-type-history-rate-design.md`
- 明确个人和企业新增流程同时增加业务种类和历史贷款利率。
- 明确业务种类保存到流程表并在详情展示,但不进入模型入参。
- 明确历史贷款利率保存到流程表,并作为模型调用入参上传。
- 明确存量转贷时必须查询历史合同并单选一条;未选择历史合同禁止提交。
- 明确历史合同查询采用后端代理外部接口、前端列表单选回填的方案。
- 根据审查意见补充 `LoanPricingConverter` 字段映射、服务层跨字段校验、固定 mock 测试场景、直接接口测试覆盖和历史合同 URL 拼参方式。
## 验证说明
- 本次仅完成设计文档,未进入代码实现。
- 首轮设计审查发现文档存在 5 个实施风险,已按意见补充到设计文档。
- 第二轮设计审查结论为 Approved。
- 后续实施时需要按设计文档分别覆盖后端接口验证、前端交互验证和真实页面浏览器验证。

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# 2026-04-29 业务种类与历史贷款利率实施计划记录
## 修改内容
- 新增后端实施计划 `docs/superpowers/plans/2026-04-29-business-type-history-rate-backend-plan.md`
- 新增前端实施计划 `docs/superpowers/plans/2026-04-29-business-type-history-rate-frontend-plan.md`
- 后端计划覆盖字段、转换器、服务层校验、历史合同代理接口、mock、SQL 和后端测试。
- 前端计划覆盖历史合同查询 API、历史合同单选弹窗、个人/企业新增弹窗、详情展示、静态测试和 browser-use 真实页面验证。
- 根据计划审查意见,补充固定客户号 mock 场景 `HISTORY_EMPTY` / `HISTORY_EMPTY_RATE`,确保 browser-use 真实页面测试能稳定覆盖空列表和空历史利率。
- 根据计划审查意见,修正前端客户号选择测试命令,避免调用不存在的 npm script。
## 验证说明
- 本次仅产出实施计划,未进入代码实现。
- 真实页面测试已按用户要求明确使用 `browser-use:browser`,并禁止打开 prototype 页面。
- 首轮计划审查发现 4 个执行风险,已按意见补充和修订。
- 第二轮计划审查结论为 Approved。
- 后续实施完成后需要补充 `doc/implementation-report-2026-04-29-business-type-history-rate.md` 记录代码改动和验证结果。

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# 业务种类与历史贷款利率实施记录
## 后端实施
- 个人/企业利率定价创建 DTO 新增 `businessType``loanRateHistory` 字段。
- 利率定价流程实体新增 `businessType``loanRateHistory` 持久化字段。
- 模型调用 DTO 新增 `loanRateHistory` 字段,保持不新增 `businessType`
- 个人/企业创建转换器已映射业务种类和历史贷款利率。
- 流程创建服务新增业务种类校验:必填,限定 `新客``存量新增``存量转贷``存量转贷` 必须选择历史贷款合同。
- 新增历史贷款合同代理服务 `LoanRateHistoryService` 和接口 `GET /loanPricing/workflow/history-contract`
- 本地 mock 新增 `GET /rate/pricing/mock/history-contract`,覆盖正常、无历史合同、历史利率为空场景。
- 本地 mock 客户号映射新增固定测试客户号 `HISTORY_EMPTY``HISTORY_EMPTY_RATE`
- dev/uat/pro 配置新增 `loan-rate-history.url`
- SQL 迁移和初始化脚本新增 `business_type``loan_rate_history` 字段。
## 后端验证
- 首次按计划运行 `mvn -pl ruoyi-loan-pricing -am -Dtest=... test` 时,`ruoyi-common` 因未匹配测试触发 Surefire 失败;后续按本仓库多模块测试习惯补充 `-Dsurefire.failIfNoSpecifiedTests=false`
- 当前 Oracle JDK 21 环境下 Mockito inline mock maker 需要预加载 Byte Buddy agent验证命令使用 `JAVA_TOOL_OPTIONS=-javaagent:/Users/wkc/.m2/repository/net/bytebuddy/byte-buddy-agent/1.17.8/byte-buddy-agent-1.17.8.jar`
- 已执行并通过:
- `mvn -pl ruoyi-loan-pricing -am -Dtest=LoanPricingModelServicePersonalParamsTest,HistoryLoanContractVOTest -Dsurefire.failIfNoSpecifiedTests=false test`
- `mvn -pl ruoyi-loan-pricing -am -Dtest=LoanPricingModelServicePersonalParamsTest,LoanPricingModelServiceTest,LoanPricingWorkflowServiceImplTest -Dsurefire.failIfNoSpecifiedTests=false test`
- `mvn -pl ruoyi-loan-pricing -am -Dtest=LoanRateHistoryServiceTest,LoanRatePricingMockControllerHistoryContractTest,LoanPricingWorkflowControllerHistoryContractTest,LoanRatePricingMockControllerCustomerMapTest -Dsurefire.failIfNoSpecifiedTests=false test`
- `mvn -pl ruoyi-loan-pricing -am -Dtest=LoanPricingModelServicePersonalParamsTest,LoanPricingModelServiceTest -Dsurefire.failIfNoSpecifiedTests=false test`
- `mvn -pl ruoyi-loan-pricing -am -Dtest=HistoryLoanContractVOTest,LoanRateHistoryServiceTest,LoanPricingWorkflowControllerHistoryContractTest,LoanRatePricingMockControllerHistoryContractTest,LoanPricingWorkflowServiceImplTest,LoanPricingModelServicePersonalParamsTest,LoanPricingModelServiceTest -Dsurefire.failIfNoSpecifiedTests=false test`
- `mvn -pl ruoyi-loan-pricing -am -Dtest=LoanPricingCustomerMapServiceTest,LoanPricingWorkflowControllerCustomerMapTest,LoanRatePricingMockControllerCustomerMapTest,CustomerMapRecordVOTest -Dsurefire.failIfNoSpecifiedTests=false test`
## 前端实施
- `workflow.js` 新增 `queryHistoryContracts(custIsn)`,请求 `GET /loanPricing/workflow/history-contract`
- 新增共享组件 `HistoryContractSelector.vue`,按单选方式展示历史贷款合同,字段包含客户内码、历史贷款合同号、历史贷款担保方式、历史贷款产品代码、历史贷款利率、历史贷款金额、历史贷款签订时间。
- 个人/企业新增弹窗新增 `业务种类`,选项为 `新客``存量新增``存量转贷`
- 当业务种类为 `存量转贷` 时,按客户内码查询历史贷款合同并弹出单选弹窗;未选合同、无历史合同、历史贷款利率为空时禁止提交。
-`存量转贷` 创建时不提交 `loanRateHistory`
- 个人/企业详情页在业务信息中展示 `业务种类``历史贷款利率`
## 前端静态验证
- 已执行并通过:
- `zsh -lic 'nvm use 14.21.3 >/dev/null && npm --prefix ruoyi-ui run test:business-type-history-rate'`
- `zsh -lic 'nvm use 14.21.3 >/dev/null && node ruoyi-ui/tests/customer-map-selection.test.js && npm --prefix ruoyi-ui run test:personal-create-input-params && npm --prefix ruoyi-ui run test:corporate-create-input-params'`
- `zsh -lic 'nvm use 14.21.3 >/dev/null && npm --prefix ruoyi-ui run build:prod'`
- `build:prod` 通过,仍存在项目原有资源体积 warning。
## 数据库变更验证
- 已按 SQL 脚本对当前开发库执行:
- `ALTER TABLE loan_pricing_workflow ADD COLUMN business_type varchar(20) DEFAULT NULL COMMENT '业务种类' AFTER loan_purpose, ADD COLUMN loan_rate_history varchar(100) DEFAULT NULL COMMENT '历史贷款利率' AFTER business_type;`
- 已回查字段存在:
- `business_type varchar(20)`
- `loan_rate_history varchar(100)`
## 真实页面验证
- 后端已通过 `bin/restart_java_backend.sh restart` 重启并加载最新代码。
- 前端已通过 `zsh -lic 'nvm use 14.21.3 >/dev/null && npm --prefix ruoyi-ui run dev -- --port 8080'` 启动。
- 使用 in-app browser 打开真实页面 `http://localhost:8080/index`,未使用 prototype 页面。
- 已验证个人 `存量转贷`
- 测试客户内码 `81000922431`
- 历史合同弹窗展示 7 个字段并支持单选。
- 选择合同后提交成功。
- 详情页展示 `业务种类=存量转贷``历史贷款利率=3.65`
- 已验证企业 `存量转贷`
- 测试客户内码 `81000329003`
- 历史合同弹窗展示 7 个字段并支持单选。
- 选择合同后提交成功。
- 详情页展示 `业务种类=存量转贷``历史贷款利率=3.65`
- 已验证个人 `新客`
- 测试客户内码 `81000525694`
- 不弹出历史贷款合同选择。
- 提交成功。
- 详情页展示 `业务种类=新客`,历史贷款利率为空值展示。
- 已验证企业 `存量新增`
- 测试客户内码 `81000769824`
- 不弹出历史贷款合同选择。
- 提交成功。
- 详情页展示 `业务种类=存量新增`,历史贷款利率为空值展示。
- 已验证拦截场景:
- `存量转贷` 打开历史合同弹窗后未选择合同,提示 `请选择历史贷款合同`,禁止提交。
- 固定客户号 `HISTORY_EMPTY` 映射到 `EMPTY_HISTORY`,历史合同查询为空,提示 `未查询到历史贷款合同`,提交时校验 `请选择历史贷款合同`
- 固定客户号 `HISTORY_EMPTY_RATE` 映射到 `EMPTY_RATE`,历史合同存在但历史贷款利率为空,选择时提示 `历史贷款利率不能为空`,提交时仍校验 `请选择历史贷款合同`
- 已回查数据库:
- `81000922431 / 个人 / 存量转贷 / 3.65 / 321000`
- `81000329003 / 企业 / 存量转贷 / 3.65 / 654000`
- `81000525694 / 个人 / 新客 / NULL / 321000`
- `81000769824 / 企业 / 存量新增 / NULL / 654000`
## 进程清理
- 页面验证结束后已停止本次测试启动的前端和后端进程。
- 已确认 `8080``63310` 端口无监听进程。

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# 2026-04-29 客户号查询选择客户内码设计记录
## 修改内容
- 新增设计文档 `docs/superpowers/specs/2026-04-29-customer-map-selection-design.md`
- 明确新增流程从“选择客户类型后直接打开新增弹窗”调整为“选择客户类型 -> 客户号查询 -> 选择客户内码 -> 打开新增弹窗”。
- 明确后端新增个人/企业客户号映射业务接口和两个 mock 接口,配置地址先指向本项目 mock。
- 明确客户号映射返回字段保持下划线命名。
- 明确新增弹窗中的客户内码和客户名称由选择结果自动带入并只读。
## 验证说明
- 本次仅完成设计文档,未进入代码实现。
- 设计文档已通过审查子代理审查,结论为 Approved无阻塞问题。
- 后续实施时需按设计文档中的后端、前端和真实页面测试范围执行验证。

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# 2026-04-29 客户号查询选择客户内码实施计划记录
## 修改内容
- 新增后端实施计划 `docs/superpowers/plans/2026-04-29-customer-map-selection-backend-plan.md`
- 新增前端实施计划 `docs/superpowers/plans/2026-04-29-customer-map-selection-frontend-plan.md`
- 后端计划覆盖客户号映射 VO、服务、业务接口、mock 接口、profile 配置和接口验证。
- 前端计划覆盖客户号查询 API、查询选择弹窗、列表页流程串联、个人/企业新增弹窗只读带入和真实页面验证。
## 验证说明
- 本次仅完成实施计划文档,未进入代码实现。
- 计划已按已确认设计拆分为前端和后端两份执行文档。
- 实施计划已通过审查子代理审查,结论为 Approved无阻塞问题。

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# 2026-04-29 客户号查询选择客户内码实施记录
## 修改内容
- 后端新增个人/企业客户号映射业务接口:
- `GET /loanPricing/workflow/customer-map/personal?custId=...`
- `GET /loanPricing/workflow/customer-map/corporate?custId=...`
- 后端新增个人/企业客户号映射 mock 接口:
- `GET /rate/pricing/mock/customer-map/personal?cust_id=...`
- `GET /rate/pricing/mock/customer-map/corporate?cust_id=...`
- 配置文件新增 `customer-map` 个人/企业地址,并在 `dev``uat``pro` profile 中统一指向本项目 mock。
- 前端新增客户号查询选择弹窗。
- 客户号查询选择弹窗宽度调整为窗口宽度的 `80%`
- 客户号查询输入值在查询前去除前后空格;后端转发个人/企业客户号映射接口前同步去除前后空格,并对下游 `cust_id` 查询参数做 URI 编码,避免尾随空格进入 request target 触发 TongWeb `HTTP Status 400`
- 选中客户号查询结果后,返回参数 `cust_id` 去除前三位后自动回填到新增弹窗基础信息的 `证件号码` 字段。
- 个人/企业新增流程改为先查询客户号、选择客户内码,再打开新增弹窗。
- 新增弹窗客户内码和客户名称由选中记录自动带入并只读。
## 验证结果
- 后端针对性测试:通过。
- 命令:`mvn -pl ruoyi-loan-pricing -am -Dtest=CustomerMapRecordVOTest,LoanPricingCustomerMapServiceTest,LoanRatePricingMockControllerCustomerMapTest,LoanPricingWorkflowControllerCustomerMapTest -Dsurefire.failIfNoSpecifiedTests=false test`
- 结果:`Tests run: 8, Failures: 0, Errors: 0, Skipped: 0`
- 客户号空格 400 修复补充测试:通过。
- 命令:`mvn -pl ruoyi-loan-pricing -am -Dtest=LoanPricingCustomerMapServiceTest,LoanRatePricingMockControllerCustomerMapTest -Dsurefire.failIfNoSpecifiedTests=false test`
- 结果:`Tests run: 6, Failures: 0, Errors: 0, Skipped: 0`
- 后端打包与启动验证:通过。
- 命令:`mvn -pl ruoyi-admin -am -DskipTests package`
- 命令:`java -jar ruoyi-admin/target/ruoyi-admin.jar --spring.profiles.active=dev`
- 结果:后端以 `dev` profile 启动成功,端口 `63310` 可用。
- 接口验证:通过。
- `GET /rate/pricing/mock/customer-map/personal?cust_id=P001` 返回随机个人客户映射列表,字段为 `cust_id``cust_isn``cust_name``faith_day``balance_avg``loan_count_his``last_loan_date`
- `GET /rate/pricing/mock/customer-map/corporate?cust_id=C001` 返回随机企业客户映射列表,字段同上。
- `GET /rate/pricing/mock/customer-map/personal?cust_id=` 返回 `客户号不能为空`
- 登录后调用 `GET /loanPricing/workflow/customer-map/personal?custId=P001``GET /loanPricing/workflow/customer-map/corporate?custId=C001` 均返回对应映射列表。
- 登录后调用 `GET /loanPricing/workflow/customer-map/personal?custId=` 返回 `客户号不能为空`
- 补充验证:以最新后端临时端口 `63311` 调用 `GET /loanPricing/workflow/customer-map/personal?custId=1w0xc20xb7%20` 返回 `code=200`,返回 `cust_id``1w0xc20xb7`;调用 `GET /loanPricing/workflow/customer-map/corporate?custId=C001%20` 返回 `code=200`,返回 `cust_id``C001`;调用 `GET /loanPricing/workflow/customer-map/personal?custId=%20` 返回 `客户号不能为空`
- 前端针对性测试:通过。
- 命令:`zsh -lic 'nvm use 14.21.3 >/dev/null && node ruoyi-ui/tests/customer-map-selection.test.js && npm --prefix ruoyi-ui run test:personal-create-input-params && npm --prefix ruoyi-ui run test:corporate-create-input-params && node ruoyi-ui/tests/workflow-index-refresh.test.js'`
- 结果:`customer map selection assertions passed``personal create input params assertions passed``corporate create input params assertions passed``workflow-index-refresh test passed`
- 补充命令:`zsh -lic 'nvm use 14.21.3 >/dev/null && node ruoyi-ui/tests/customer-map-selection.test.js'`
- 补充结果:`customer map selection assertions passed`,覆盖客户号去前三位回填证件号码断言。
- 补充回归命令:`zsh -lic 'nvm use 14.21.3 >/dev/null && node ruoyi-ui/tests/customer-map-selection.test.js && npm --prefix ruoyi-ui run test:personal-create-input-params && npm --prefix ruoyi-ui run test:corporate-create-input-params && node ruoyi-ui/tests/id-number-validation-removal.test.js'`
- 补充回归结果:`customer map selection assertions passed``personal create input params assertions passed``corporate create input params assertions passed``id number validation removal assertions passed`
- 前端生产构建:通过。
- 命令:`zsh -lic 'nvm use 14.21.3 >/dev/null && npm --prefix ruoyi-ui run build:prod'`
- 结果:构建成功;输出 2 个既有体积 warning。
- 真实页面验证:通过。
- 启动前端 `http://localhost:18080/`,登录后进入真实页面 `http://localhost:18080/loanPricing/workflow`
- 个人客户:点击 `新增` -> `个人客户` -> 客户号查询输入 `PTEST003` -> 返回多条客户映射 -> 选择首行 -> 打开 `新增个人利率定价流程`,客户内码自动带入 `81000450472`,客户名称自动带入 `个人客户1`,两个字段均为 `readonly`
- 企业客户:点击 `新增` -> `企业客户` -> 客户号查询输入 `CTEST001` -> 返回多条客户映射 -> 选择首行 -> 打开 `新增企业利率定价流程`,客户内码自动带入 `81000448819`,客户名称自动带入 `企业客户1`,两个字段均为 `readonly`
- 弹窗宽度补充验证:点击 `新增` -> `个人客户` 后,`客户号查询` 弹窗 DOM 样式为 `margin-top: 15vh; width: 80%;`
- 客户号空格补充验证:点击 `新增` -> `个人客户`,客户号输入 `1w0xc20xb7 ` 后查询,输入框显示为 `1w0xc20xb7`,列表正常返回客户映射,页面未出现 `400``Bad Request`
- 客户号到证件号码补充验证:点击 `新增` -> `个人客户`,客户号输入 `ABC123456789` 并选择返回行后,新增个人弹窗基础信息的 `证件号码` 自动填入 `123456789`
- 页面验证仅验证查询选择与自动回填链路,未提交新增表单,避免写入额外流程测试数据。
- 回归补充说明:
- `LoanPricingModelServiceTest` 已通过。
- 组合回归命令包含 `LoanPricingWorkflowServiceImplTest` 时,当前本机 Oracle JDK 21 环境下 Mockito inline/Byte Buddy self-attach 失败,属于既有测试环境限制,不是本次客户号映射功能断言失败。
- 进程清理:已关闭本次启动的后端和前端进程。
- 本次宽度与客户号空格补充验证结束后,`18080``63311` 无监听;`63310` 为验证前已存在的后端进程,未处理。

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# 历史贷款合同单选异常文本修复实施记录
## 问题
- 历史贷款合同选择弹窗的选择列出现 `{ "cus...` 这类异常文本。
- 原因是 `el-radio` 使用整行对象 `scope.row` 作为 `label`Element UI 会把对象值渲染到单选文案区域。
## 修改
- `HistoryContractSelector.vue` 将单选绑定值从整行对象调整为 `selectedContractKey`
- 新增 `contractRadioValue(row, index)` 生成稳定单选值,优先使用历史贷款合同号。
- 保留 `selectedContract` 单独保存选中行对象,提交时仍向父组件返回完整合同记录。
- 隐藏单选组件内部 label 文案,选择列只展示单选圆点,不展示对象文本。
- `business-type-history-rate.test.js` 增加断言,禁止再出现 `:label="scope.row"`
## 验证
- 已执行并通过:
- `zsh -lic 'nvm use 14.21.3 >/dev/null && npm --prefix ruoyi-ui run test:business-type-history-rate'`
- 已启动后端和前端后使用 in-app browser 真实页面验证:
- 打开 `http://localhost:8080/index`
- 新增个人客户,选择业务种类 `存量转贷`
- 历史贷款合同选择弹窗正常展示客户内码、历史贷款合同号、历史贷款利率等字段。
- 选择列文本为空,不再出现 `{ "cus...` 或行对象 JSON 文本。
- 验证结果:`hasObjectText=false`
- 验证结束后已关闭测试弹窗。
- 验证结束后已停止本次启动的前端和后端进程,并确认 `8080``63310` 端口无监听。

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# 实施记录 - 外部接口调用日志
## 日期
2026-04-30
## 修改内容
- 在根目录 `AGENTS.md` 的测试规范中新增外部接口调用日志要求:每次调用外部接口进行测试或联调时,必须在后端日志中完整输出请求 URL、请求参数和返回参数。
- 补齐客户映射接口、历史贷款合同接口、通用 `HttpUtils` 外部接口调用日志,输出请求 URL、请求参数和返回参数。
- 将外部接口日志调整为多行可读格式:请求 URL、请求参数、返回参数分段输出参数对象和返回对象使用 pretty JSON 展开。
- 调整单元测试,覆盖客户映射外呼日志、历史贷款合同外呼日志。
## 验证
- 已检查规则保存路径为项目根目录 `AGENTS.md`
- 已执行 `mvn -pl ruoyi-loan-pricing -am -Dtest=LoanPricingCustomerMapServiceTest,LoanRateHistoryServiceTest -Dsurefire.failIfNoSpecifiedTests=false test`,测试通过。

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--------客户号与客户内码映射接口
----对私
http://552f7aff0acd4c09ac3b83dbfee57fa0.apigateway.res.dc-pdt-zj96596.com/shangyu_lilvcesuan_ind_idmapno?appCode=1a89fa84abda480ba93ed73fd01ffd07&cust_id=
---案例1对1 101330419198206033217 101330419197511072429
---案例1对n 101330682197911073012 10133062319810217642X
----对公
http://552f7aff0acd4c09ac3b83dbfee57fa0.apigateway.res.dc-pdt-zj96596.com/shangyu_lilvcesuan_ent_idmapno?appCode=1a89fa84abda480ba93ed73fd01ffd07&cust_id=
---案例1对1 20291330600146150140Y 20291330600146150466L
---案例1对n 202913306047458026221 2029133060475302009XU
-----历史合同查询接口
http://552f7aff0acd4c09ac3b83dbfee57fa0.apigateway.res.dc-pdt-zj96596.com/shangyu_loan_rate_history?appCode=1a89fa84abda480ba93ed73fd01ffd07&cust_isn=
----1对1 81033011438 81035265634
----1对n 82002469287 82000882275

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# TongWeb 接入后端实施文档
## 目标
按照 `tongweb/2026-04-16-TongWeb接入全流程通用指南.md` 在当前后端工程中接入东方通 TongWeb替换默认内嵌 Tomcat并将 license 文件随 `ruoyi-admin` 启动模块一起打包。
## 实施内容
1.`ruoyi-admin/pom.xml` 增加 TongWeb Maven 仓库。
2.`ruoyi-admin/pom.xml``ruoyi-framework``ruoyi-loan-pricing` 依赖排除 `spring-boot-starter-tomcat`
3.`ruoyi-admin/pom.xml` 引入 `com.tongweb.springboot:tongweb-spring-boot-starter-3.x:7.0.E.7`
4. 将 TongWeb license 复制到 `ruoyi-admin/src/main/resources/license.dat`,并在 `application.yml` 中配置 `server.tongweb.license.path=classpath:license.dat`
5. 增加资源存在性测试,验证 `license.dat` 可从 classpath 加载。
6. 执行后端构建、依赖树、打包产物和测试验证,确认 TongWeb 依赖与 license 已正确接入。
## 变更说明
- 当前项目基于 Spring Boot 3.5.x因此实际接入使用 `tongweb-spring-boot-starter-3.x`,版本号延续指南中的 `7.0.E.7`
- license 按本次要求保持文件名为 `license.dat`,不改名为 `Tongweb_license.dat`
- 现有 `application-dev.yml``application-pro.yml``application-uat.yml` 中的 `server.tomcat` 参数暂时保留,后续以 TongWeb 实际启动结果为准决定是否继续清理。
## 验证步骤
1. `mvn -pl ruoyi-admin -Dtest=TongWebLicenseResourceTest test`
2. `mvn -pl ruoyi-admin -am package -DskipTests`
3. `jar tf ruoyi-admin/target/ruoyi-admin.jar | rg 'license.dat|tongweb'`
4. `mvn -pl ruoyi-admin dependency:tree '-Dincludes=com.tongweb.springboot:*,com.tongweb:*,org.springframework.boot:spring-boot-starter-tomcat,org.apache.tomcat.embed:*'`

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# Business Type History Rate Backend Implementation Plan
> **For agentic workers:** Follow this repository's `AGENTS.md`: do not enable subagents or `using-superpowers` during implementation unless the user explicitly requests them. Steps use checkbox (`- [ ]`) syntax for tracking.
**Goal:** Add backend support for business type persistence, historical loan-rate lookup, and historical loan-rate model input for both personal and corporate workflow creation.
**Architecture:** Keep the existing workflow creation API shape and extend the request DTOs, entity, converter, service validation, SQL schema, and model DTO. Add one backend proxy service/controller endpoint for historical contracts, following the existing customer-map proxy pattern, plus a mock endpoint for local development and browser-use testing.
**Tech Stack:** Spring Boot, RuoYi, MyBatis Plus, Lombok, JUnit 5, Mockito, Spring `MockRestServiceServer`, MySQL schema SQL.
---
## File Structure
- Modify: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/dto/PersonalLoanPricingCreateDTO.java`
- Add `businessType` and `loanRateHistory`.
- Modify: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/dto/CorporateLoanPricingCreateDTO.java`
- Add the same fields.
- Modify: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/entity/LoanPricingWorkflow.java`
- Add persisted fields `businessType` and `loanRateHistory`.
- Modify: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/dto/ModelInvokeDTO.java`
- Add `loanRateHistory` only.
- Create: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/vo/HistoryLoanContractVO.java`
- Represent external historical contract rows with underscore JSON names.
- Modify: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/util/LoanPricingConverter.java`
- Map `businessType` and `loanRateHistory` for personal and corporate create DTOs.
- Create: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/service/LoanRateHistoryService.java`
- Proxy external historical contract lookup.
- Modify: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/controller/LoanPricingWorkflowController.java`
- Add `GET /loanPricing/workflow/history-contract`.
- Modify: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/service/impl/LoanPricingWorkflowServiceImpl.java`
- Add service-layer cross-field validation before insert/model invocation.
- Modify: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/controller/LoanRatePricingMockController.java`
- Add mock historical contract endpoint with fixed normal, empty, and empty-rate scenarios.
- Add fixed customer-map mock customer IDs that return `cust_isn=EMPTY_HISTORY` and `cust_isn=EMPTY_RATE` for browser-use testing.
- Modify: `ruoyi-admin/src/main/resources/application-dev.yml`
- Add local mock `loan-rate-history.url`.
- Modify: `ruoyi-admin/src/main/resources/application-uat.yml`
- Add local mock `loan-rate-history.url`.
- Modify: `ruoyi-admin/src/main/resources/application-pro.yml`
- Add real external `loan-rate-history.url` without `cust_isn=`.
- Create: `sql/add_business_type_history_rate_20260429.sql`
- Migration for existing databases.
- Modify: `sql/loan_pricing_workflow.sql`
- Update standalone workflow schema.
- Modify: `sql/loan_pricing_schema_20260328.sql`
- Update bundled schema.
- Modify: `sql/loan_pricing_prod_init_20260331.sql`
- Update production init schema.
- Test: `ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/domain/vo/HistoryLoanContractVOTest.java`
- Test: `ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/service/LoanRateHistoryServiceTest.java`
- Test: `ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/controller/LoanPricingWorkflowControllerHistoryContractTest.java`
- Test: `ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/controller/LoanRatePricingMockControllerHistoryContractTest.java`
- Modify Test: `ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/controller/LoanRatePricingMockControllerCustomerMapTest.java`
- Modify Test: `ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/service/impl/LoanPricingWorkflowServiceImplTest.java`
- Modify Test: `ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/service/LoanPricingModelServicePersonalParamsTest.java`
- Modify Test: `ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/service/LoanPricingModelServiceTest.java`
## Task 1: Add Backend Field Contracts
**Files:**
- Modify: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/dto/PersonalLoanPricingCreateDTO.java`
- Modify: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/dto/CorporateLoanPricingCreateDTO.java`
- Modify: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/entity/LoanPricingWorkflow.java`
- Modify: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/dto/ModelInvokeDTO.java`
- Create: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/vo/HistoryLoanContractVO.java`
- Test: `ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/domain/vo/HistoryLoanContractVOTest.java`
- Modify Test: `ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/service/LoanPricingModelServicePersonalParamsTest.java`
- [ ] **Step 1: Write failing field tests**
Add to `LoanPricingModelServicePersonalParamsTest`:
```java
@Test
void shouldContainBusinessTypeAndLoanRateHistoryInCreateDtosAndWorkflow() throws NoSuchFieldException {
assertNotNull(PersonalLoanPricingCreateDTO.class.getDeclaredField("businessType"));
assertNotNull(PersonalLoanPricingCreateDTO.class.getDeclaredField("loanRateHistory"));
assertNotNull(CorporateLoanPricingCreateDTO.class.getDeclaredField("businessType"));
assertNotNull(CorporateLoanPricingCreateDTO.class.getDeclaredField("loanRateHistory"));
assertNotNull(LoanPricingWorkflow.class.getDeclaredField("businessType"));
assertNotNull(LoanPricingWorkflow.class.getDeclaredField("loanRateHistory"));
}
@Test
void shouldContainLoanRateHistoryButNotBusinessTypeInModelInvokeDto() throws NoSuchFieldException {
assertNotNull(ModelInvokeDTO.class.getDeclaredField("loanRateHistory"));
assertThrows(NoSuchFieldException.class, () -> ModelInvokeDTO.class.getDeclaredField("businessType"));
}
```
Create `HistoryLoanContractVOTest`:
```java
package com.ruoyi.loanpricing.domain.vo;
import static org.junit.jupiter.api.Assertions.assertNotNull;
import com.fasterxml.jackson.databind.ObjectMapper;
import org.junit.jupiter.api.Test;
class HistoryLoanContractVOTest {
@Test
void shouldDeserializeUnderscoreFields() throws Exception {
String json = "{\"cust_isn\":\"81033011438\",\"loan_contract_history\":\"HT001\",\"guar_type_history\":\"信用\",\"product_code_history\":\"P001\",\"loan_rate_history\":\"3.65\",\"loan_amount_history\":\"100000\",\"loan_sign_date_history\":\"2025-01-01\"}";
HistoryLoanContractVO vo = new ObjectMapper().readValue(json, HistoryLoanContractVO.class);
assertNotNull(vo.getCustIsn());
assertNotNull(vo.getLoanContractHistory());
assertNotNull(vo.getLoanRateHistory());
}
}
```
- [ ] **Step 2: Run tests to verify they fail**
Run:
```bash
mvn -pl ruoyi-loan-pricing -am -Dtest=LoanPricingModelServicePersonalParamsTest,HistoryLoanContractVOTest test
```
Expected: FAIL because the fields and VO do not exist.
- [ ] **Step 3: Add DTO/entity/model fields**
Add to both create DTOs:
```java
@Schema(description = "业务种类", requiredMode = Schema.RequiredMode.REQUIRED, example = "存量转贷", allowableValues = {"新客", "存量新增", "存量转贷"})
@NotBlank(message = "业务种类不能为空")
@Pattern(regexp = "^(新客|存量新增|存量转贷)$", message = "业务种类必须是:新客、存量新增、存量转贷之一")
private String businessType;
@Schema(description = "历史贷款利率", example = "3.65")
private String loanRateHistory;
```
Add to `LoanPricingWorkflow`:
```java
/** 业务种类: 新客/存量新增/存量转贷 */
private String businessType;
/** 历史贷款利率 */
private String loanRateHistory;
```
Add only this field to `ModelInvokeDTO`:
```java
/**
* 历史贷款利率
*/
private String loanRateHistory;
```
- [ ] **Step 4: Create `HistoryLoanContractVO`**
```java
package com.ruoyi.loanpricing.domain.vo;
import com.fasterxml.jackson.annotation.JsonProperty;
import java.io.Serializable;
import lombok.Data;
@Data
public class HistoryLoanContractVO implements Serializable {
private static final long serialVersionUID = 1L;
@JsonProperty("cust_isn")
private String custIsn;
@JsonProperty("loan_contract_history")
private String loanContractHistory;
@JsonProperty("guar_type_history")
private String guarTypeHistory;
@JsonProperty("product_code_history")
private String productCodeHistory;
@JsonProperty("loan_rate_history")
private String loanRateHistory;
@JsonProperty("loan_amount_history")
private String loanAmountHistory;
@JsonProperty("loan_sign_date_history")
private String loanSignDateHistory;
}
```
- [ ] **Step 5: Run field tests**
Run:
```bash
mvn -pl ruoyi-loan-pricing -am -Dtest=LoanPricingModelServicePersonalParamsTest,HistoryLoanContractVOTest test
```
Expected: PASS.
- [ ] **Step 6: Commit**
```bash
git add ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/dto/PersonalLoanPricingCreateDTO.java \
ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/dto/CorporateLoanPricingCreateDTO.java \
ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/entity/LoanPricingWorkflow.java \
ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/dto/ModelInvokeDTO.java \
ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/vo/HistoryLoanContractVO.java \
ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/domain/vo/HistoryLoanContractVOTest.java \
ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/service/LoanPricingModelServicePersonalParamsTest.java
git commit -m "新增业务种类与历史利率后端字段"
```
## Task 2: Map and Validate Workflow Creation
**Files:**
- Modify: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/util/LoanPricingConverter.java`
- Modify: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/service/impl/LoanPricingWorkflowServiceImpl.java`
- Modify Test: `ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/service/LoanPricingModelServicePersonalParamsTest.java`
- Modify Test: `ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/service/impl/LoanPricingWorkflowServiceImplTest.java`
- [ ] **Step 1: Write failing converter tests**
Add:
```java
@Test
void shouldMapBusinessTypeAndLoanRateHistoryFromPersonalDto() {
PersonalLoanPricingCreateDTO dto = new PersonalLoanPricingCreateDTO();
dto.setCustIsn("CUST001");
dto.setGuarType("信用");
dto.setApplyAmt("100000");
dto.setBusinessType("存量转贷");
dto.setLoanRateHistory("3.65");
LoanPricingWorkflow workflow = LoanPricingConverter.toEntity(dto);
assertEquals("存量转贷", workflow.getBusinessType());
assertEquals("3.65", workflow.getLoanRateHistory());
}
```
Add a similar corporate DTO test in `LoanPricingModelServiceTest` or a new converter-focused test.
- [ ] **Step 2: Write failing service validation tests**
Add to `LoanPricingWorkflowServiceImplTest`:
```java
@Test
void shouldRejectMissingBusinessTypeBeforeInsert() {
LoanPricingWorkflow workflow = validWorkflow();
workflow.setBusinessType(null);
ServiceException ex = assertThrows(ServiceException.class, () -> loanPricingWorkflowService.createLoanPricing(workflow));
assertEquals("业务种类不能为空", ex.getMessage());
verify(loanPricingWorkflowMapper, never()).insert(any());
}
@Test
void shouldRejectInvalidBusinessTypeBeforeInsert() {
LoanPricingWorkflow workflow = validWorkflow();
workflow.setBusinessType("其他");
ServiceException ex = assertThrows(ServiceException.class, () -> loanPricingWorkflowService.createLoanPricing(workflow));
assertEquals("业务种类必须是:新客、存量新增、存量转贷之一", ex.getMessage());
}
@Test
void shouldRejectStockTransferWithoutLoanRateHistory() {
LoanPricingWorkflow workflow = validWorkflow();
workflow.setBusinessType("存量转贷");
workflow.setLoanRateHistory(" ");
ServiceException ex = assertThrows(ServiceException.class, () -> loanPricingWorkflowService.createLoanPricing(workflow));
assertEquals("请选择历史贷款合同", ex.getMessage());
}
```
Add helper:
```java
private LoanPricingWorkflow validWorkflow() {
LoanPricingWorkflow workflow = new LoanPricingWorkflow();
workflow.setCustIsn("81033011438");
workflow.setCustType("个人");
workflow.setCustName("张三");
workflow.setIdNum("110101199001011234");
workflow.setGuarType("信用");
workflow.setApplyAmt("100000");
workflow.setBusinessType("新客");
return workflow;
}
```
- [ ] **Step 3: Run tests to verify they fail**
```bash
mvn -pl ruoyi-loan-pricing -am -Dtest=LoanPricingModelServicePersonalParamsTest,LoanPricingModelServiceTest,LoanPricingWorkflowServiceImplTest test
```
Expected: FAIL because mapping and validation do not exist.
- [ ] **Step 4: Implement converter mapping**
Add to both `toEntity(...)` methods:
```java
entity.setBusinessType(dto.getBusinessType());
entity.setLoanRateHistory(dto.getLoanRateHistory());
```
- [ ] **Step 5: Implement service validation**
In `LoanPricingWorkflowServiceImpl`, before defaults/encryption/insert in `createLoanPricing(...)`, call:
```java
validateBusinessTypeAndHistoryRate(loanPricingWorkflow);
```
Add:
```java
private void validateBusinessTypeAndHistoryRate(LoanPricingWorkflow workflow) {
if (!StringUtils.hasText(workflow.getBusinessType())) {
throw new ServiceException("业务种类不能为空");
}
if (!"新客".equals(workflow.getBusinessType())
&& !"存量新增".equals(workflow.getBusinessType())
&& !"存量转贷".equals(workflow.getBusinessType())) {
throw new ServiceException("业务种类必须是:新客、存量新增、存量转贷之一");
}
if ("存量转贷".equals(workflow.getBusinessType())
&& !StringUtils.hasText(workflow.getLoanRateHistory())) {
throw new ServiceException("请选择历史贷款合同");
}
}
```
Import `com.ruoyi.common.exception.ServiceException`.
- [ ] **Step 6: Run validation tests**
```bash
mvn -pl ruoyi-loan-pricing -am -Dtest=LoanPricingModelServicePersonalParamsTest,LoanPricingModelServiceTest,LoanPricingWorkflowServiceImplTest test
```
Expected: PASS.
- [ ] **Step 7: Commit**
```bash
git add ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/util/LoanPricingConverter.java \
ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/service/impl/LoanPricingWorkflowServiceImpl.java \
ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/service/LoanPricingModelServicePersonalParamsTest.java \
ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/service/LoanPricingModelServiceTest.java \
ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/service/impl/LoanPricingWorkflowServiceImplTest.java
git commit -m "校验并映射业务种类历史利率"
```
## Task 3: Add Historical Contract Proxy and Mock
**Files:**
- Create: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/service/LoanRateHistoryService.java`
- Modify: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/controller/LoanPricingWorkflowController.java`
- Modify: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/controller/LoanRatePricingMockController.java`
- Modify: `ruoyi-admin/src/main/resources/application-dev.yml`
- Modify: `ruoyi-admin/src/main/resources/application-uat.yml`
- Modify: `ruoyi-admin/src/main/resources/application-pro.yml`
- Test: `ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/service/LoanRateHistoryServiceTest.java`
- Test: `ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/controller/LoanRatePricingMockControllerHistoryContractTest.java`
- Test: `ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/controller/LoanPricingWorkflowControllerHistoryContractTest.java`
- Modify Test: `ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/controller/LoanRatePricingMockControllerCustomerMapTest.java`
- [ ] **Step 1: Write failing service tests**
Create tests following `LoanPricingCustomerMapServiceTest`:
```java
@Test
void shouldQueryHistoryContractsWithCustIsnParam() {
RestTemplate restTemplate = new RestTemplate();
MockRestServiceServer server = MockRestServiceServer.createServer(restTemplate);
LoanRateHistoryService service = new LoanRateHistoryService(restTemplate, "http://mock/history?appCode=abc");
server.expect(requestTo("http://mock/history?appCode=abc&cust_isn=81033011438"))
.andRespond(withSuccess("{\"code\":200,\"data\":[{\"cust_isn\":\"81033011438\",\"loan_contract_history\":\"HT001\",\"loan_rate_history\":\"3.65\"}]}", MediaType.APPLICATION_JSON));
List<HistoryLoanContractVO> result = service.query(" 81033011438 ");
assertEquals(1, result.size());
assertEquals("3.65", result.get(0).getLoanRateHistory());
server.verify();
}
@Test
void shouldRejectBlankCustIsn() {
LoanRateHistoryService service = new LoanRateHistoryService(new RestTemplate(), "http://mock/history");
ServiceException ex = assertThrows(ServiceException.class, () -> service.query(" "));
assertEquals("客户内码不能为空", ex.getMessage());
}
```
- [ ] **Step 2: Write failing controller/mock tests**
Mock endpoint tests must cover:
- Normal `cust_isn=81033011438` returns at least one row with `loan_rate_history`.
- Fixed empty scenario, for example `cust_isn=EMPTY_HISTORY`, returns `data: []`.
- Fixed empty-rate scenario, for example `cust_isn=EMPTY_RATE`, returns a row whose `loan_rate_history` is empty.
Customer-map mock tests must also cover browser-use fixed customer numbers:
- `cust_id=HISTORY_EMPTY` returns exactly one customer-map row with `cust_isn=EMPTY_HISTORY`.
- `cust_id=HISTORY_EMPTY_RATE` returns exactly one customer-map row with `cust_isn=EMPTY_RATE`.
Controller test must verify `/loanPricing/workflow/history-contract?custIsn=81033011438` delegates to `LoanRateHistoryService.query("81033011438")`.
- [ ] **Step 3: Run tests to verify they fail**
```bash
mvn -pl ruoyi-loan-pricing -am -Dtest=LoanRateHistoryServiceTest,LoanRatePricingMockControllerHistoryContractTest,LoanPricingWorkflowControllerHistoryContractTest test
```
Expected: FAIL because service/controller/mock do not exist.
- [ ] **Step 4: Implement `LoanRateHistoryService`**
```java
@Service
public class LoanRateHistoryService {
private final RestTemplate restTemplate;
@Value("${loan-rate-history.url}")
private String historyUrl;
public LoanRateHistoryService() {
this(new RestTemplate());
}
LoanRateHistoryService(RestTemplate restTemplate) {
this.restTemplate = restTemplate;
}
LoanRateHistoryService(RestTemplate restTemplate, String historyUrl) {
this.restTemplate = restTemplate;
this.historyUrl = historyUrl;
}
public List<HistoryLoanContractVO> query(String custIsn) {
String normalizedCustIsn = StringUtils.trimWhitespace(custIsn);
if (!StringUtils.hasText(normalizedCustIsn)) {
throw new ServiceException("客户内码不能为空");
}
URI uri = UriComponentsBuilder.fromHttpUrl(historyUrl)
.queryParam("cust_isn", normalizedCustIsn)
.build()
.encode()
.toUri();
HistoryLoanContractResponse response = restTemplate.getForObject(uri, HistoryLoanContractResponse.class);
if (response == null) {
throw new ServiceException("历史贷款合同接口无返回");
}
if (response.getCode() != null && response.getCode() != 200) {
throw new ServiceException(StringUtils.hasText(response.getMsg()) ? response.getMsg() : "历史贷款合同查询失败");
}
return response.getData() == null ? Collections.emptyList() : response.getData();
}
@Data
@JsonIgnoreProperties(ignoreUnknown = true)
static class HistoryLoanContractResponse {
private Integer code;
private String msg;
private List<HistoryLoanContractVO> data;
}
}
```
- [ ] **Step 5: Add controller endpoint**
Inject `LoanRateHistoryService` into `LoanPricingWorkflowController` and add:
```java
@Operation(summary = "查询历史贷款合同")
@GetMapping("/history-contract")
public AjaxResult queryHistoryContract(@RequestParam("custIsn") String custIsn) {
return success(loanRateHistoryService.query(custIsn));
}
```
- [ ] **Step 6: Add mock endpoint**
Add to `LoanRatePricingMockController`:
```java
@Anonymous
@Operation(summary = "模拟历史贷款合同查询")
@GetMapping("/history-contract")
public AjaxResult queryHistoryContract(@RequestParam("cust_isn") String custIsn) {
String normalizedCustIsn = StringUtils.trimWhitespace(custIsn);
if (!StringUtils.hasText(normalizedCustIsn)) {
throw new ServiceException("客户内码不能为空");
}
if ("EMPTY_HISTORY".equals(normalizedCustIsn)) {
return success(Collections.emptyList());
}
List<HistoryLoanContractVO> records = new ArrayList<>();
HistoryLoanContractVO record = new HistoryLoanContractVO();
record.setCustIsn(normalizedCustIsn);
record.setLoanContractHistory("HT" + normalizedCustIsn);
record.setGuarTypeHistory("信用");
record.setProductCodeHistory("P001");
record.setLoanRateHistory("EMPTY_RATE".equals(normalizedCustIsn) ? "" : "3.65");
record.setLoanAmountHistory("100000");
record.setLoanSignDateHistory(LocalDate.now().minusMonths(6).toString());
records.add(record);
return success(records);
}
```
- [ ] **Step 7: Add fixed customer-map mock scenarios**
Before the random-record loop in `randomCustomerMapRecords`, add:
```java
if ("HISTORY_EMPTY".equals(normalizedCustId)) {
CustomerMapRecordVO record = new CustomerMapRecordVO();
record.setCustId(normalizedCustId);
record.setCustIsn("EMPTY_HISTORY");
record.setCustName(namePrefix + "空历史合同");
record.setFaithDay("0");
record.setBalanceAvg("0");
record.setLoanCountHis("0");
record.setLastLoanDate("");
return Collections.singletonList(record);
}
if ("HISTORY_EMPTY_RATE".equals(normalizedCustId)) {
CustomerMapRecordVO record = new CustomerMapRecordVO();
record.setCustId(normalizedCustId);
record.setCustIsn("EMPTY_RATE");
record.setCustName(namePrefix + "空历史利率");
record.setFaithDay("30");
record.setBalanceAvg("10000");
record.setLoanCountHis("1");
record.setLastLoanDate(LocalDate.now().minusMonths(3).toString());
return Collections.singletonList(record);
}
```
Import `java.util.Collections` if needed.
- [ ] **Step 8: Add profile config**
Use mock URLs in dev/uat:
```yaml
loan-rate-history:
url: http://localhost:63310/rate/pricing/mock/history-contract
```
Use real URL in pro without `cust_isn=`:
```yaml
loan-rate-history:
url: http://552f7aff0acd4c09ac3b83dbfee57fa0.apigateway.res.dc-pdt-zj96596.com/shangyu_loan_rate_history?appCode=1a89fa84abda480ba93ed73fd01ffd07
```
- [ ] **Step 9: Run proxy/mock tests**
```bash
mvn -pl ruoyi-loan-pricing -am -Dtest=LoanRateHistoryServiceTest,LoanRatePricingMockControllerHistoryContractTest,LoanPricingWorkflowControllerHistoryContractTest,LoanRatePricingMockControllerCustomerMapTest test
```
Expected: PASS.
- [ ] **Step 10: Commit**
```bash
git add ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/service/LoanRateHistoryService.java \
ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/controller/LoanPricingWorkflowController.java \
ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/controller/LoanRatePricingMockController.java \
ruoyi-admin/src/main/resources/application-dev.yml \
ruoyi-admin/src/main/resources/application-uat.yml \
ruoyi-admin/src/main/resources/application-pro.yml \
ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/service/LoanRateHistoryServiceTest.java \
ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/controller/LoanRatePricingMockControllerHistoryContractTest.java \
ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/controller/LoanPricingWorkflowControllerHistoryContractTest.java \
ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/controller/LoanRatePricingMockControllerCustomerMapTest.java
git commit -m "新增历史贷款合同查询接口"
```
## Task 4: Persist SQL Schema Changes
**Files:**
- Create: `sql/add_business_type_history_rate_20260429.sql`
- Modify: `sql/loan_pricing_workflow.sql`
- Modify: `sql/loan_pricing_schema_20260328.sql`
- Modify: `sql/loan_pricing_prod_init_20260331.sql`
- [ ] **Step 1: Write migration SQL**
Create:
```sql
-- 为利率定价流程添加业务种类和历史贷款利率字段
ALTER TABLE `loan_pricing_workflow`
ADD COLUMN `business_type` varchar(20) DEFAULT NULL COMMENT '业务种类' AFTER `loan_purpose`,
ADD COLUMN `loan_rate_history` varchar(100) DEFAULT NULL COMMENT '历史贷款利率' AFTER `business_type`;
```
- [ ] **Step 2: Update schema SQL files**
In each `loan_pricing_workflow` create-table definition, add:
```sql
`business_type` varchar(20) DEFAULT NULL COMMENT '业务种类',
`loan_rate_history` varchar(100) DEFAULT NULL COMMENT '历史贷款利率',
```
Place them after `loan_purpose`.
- [ ] **Step 3: Verify SQL text**
Run:
```bash
rg -n "business_type|loan_rate_history" sql/add_business_type_history_rate_20260429.sql sql/loan_pricing_workflow.sql sql/loan_pricing_schema_20260328.sql sql/loan_pricing_prod_init_20260331.sql
```
Expected: each file contains both fields in the workflow table context.
- [ ] **Step 4: Commit**
```bash
git add sql/add_business_type_history_rate_20260429.sql \
sql/loan_pricing_workflow.sql \
sql/loan_pricing_schema_20260328.sql \
sql/loan_pricing_prod_init_20260331.sql
git commit -m "新增业务种类历史利率数据库字段"
```
## Task 5: Verify Model Input Chain
**Files:**
- Modify Test: `ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/service/LoanPricingModelServicePersonalParamsTest.java`
- Modify Test: `ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/service/LoanPricingModelServiceTest.java`
- [ ] **Step 1: Add personal model assertion**
In `shouldInvokePersonalModelWithExpectedParams`, set:
```java
workflow.setBusinessType("存量转贷");
workflow.setLoanRateHistory("3.65");
```
Add to the `argThat`:
```java
&& Objects.equals("3.65", dto.getLoanRateHistory())
```
- [ ] **Step 2: Add corporate model assertion**
Add or update a corporate model invocation test in `LoanPricingModelServiceTest`:
```java
workflow.setCustType("企业");
workflow.setBusinessType("存量转贷");
workflow.setLoanRateHistory("3.75");
```
Verify:
```java
verify(modelService).invokeCorporateModel(argThat((ModelInvokeDTO dto) ->
Objects.equals("3.75", dto.getLoanRateHistory())));
```
- [ ] **Step 3: Run model tests**
```bash
mvn -pl ruoyi-loan-pricing -am -Dtest=LoanPricingModelServicePersonalParamsTest,LoanPricingModelServiceTest test
```
Expected: PASS and no `businessType` field exists in `ModelInvokeDTO`.
- [ ] **Step 4: Commit**
```bash
git add ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/service/LoanPricingModelServicePersonalParamsTest.java \
ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/service/LoanPricingModelServiceTest.java
git commit -m "验证历史利率模型入参链路"
```
## Task 6: Backend Final Verification
**Files:**
- No new files unless a test failure requires a focused fix.
- [ ] **Step 1: Run focused backend test suite**
```bash
mvn -pl ruoyi-loan-pricing -am -Dtest=HistoryLoanContractVOTest,LoanRateHistoryServiceTest,LoanPricingWorkflowControllerHistoryContractTest,LoanRatePricingMockControllerHistoryContractTest,LoanPricingWorkflowServiceImplTest,LoanPricingModelServicePersonalParamsTest,LoanPricingModelServiceTest test
```
Expected: PASS.
- [ ] **Step 2: Run existing related customer-map tests**
```bash
mvn -pl ruoyi-loan-pricing -am -Dtest=LoanPricingCustomerMapServiceTest,LoanPricingWorkflowControllerCustomerMapTest,LoanRatePricingMockControllerCustomerMapTest,CustomerMapRecordVOTest test
```
Expected: PASS, confirming the new proxy pattern did not break customer-map behavior.
- [ ] **Step 3: Record backend implementation notes**
Append backend verification notes to a new or existing implementation report, for example:
```text
doc/implementation-report-2026-04-29-business-type-history-rate.md
```
Include commands run and whether browser-use verification remains for the frontend plan.
- [ ] **Step 4: Commit**
```bash
git add doc/implementation-report-2026-04-29-business-type-history-rate.md
git commit -m "记录业务种类历史利率后端验证"
```

View File

@@ -0,0 +1,732 @@
# Business Type History Rate Frontend Implementation Plan
> **For agentic workers:** Follow this repository's `AGENTS.md`: do not enable subagents or `using-superpowers` during implementation unless the user explicitly requests them. Steps use checkbox (`- [ ]`) syntax for tracking.
**Goal:** Add business type selection and historical loan-contract single-selection to the personal and corporate workflow creation UI, then verify the real page with browser-use.
**Architecture:** Reuse the current customer-map driven creation flow. Add one shared `HistoryContractSelector` component, one API function, fields and validation in both create dialogs, and detail display in both detail components. Final browser verification must use `browser-use:browser` with the in-app browser, not Playwright CLI or prototype pages.
**Tech Stack:** Vue 2, Element UI, RuoYi request wrapper, Node static tests, nvm Node 14.21.3, browser-use `iab` runtime for real page testing.
---
## File Structure
- Modify: `ruoyi-ui/src/api/loanPricing/workflow.js`
- Add `queryHistoryContracts(custIsn)`.
- Create: `ruoyi-ui/src/views/loanPricing/workflow/components/HistoryContractSelector.vue`
- Shared modal for historical contract query results and single selection.
- Modify: `ruoyi-ui/src/views/loanPricing/workflow/components/PersonalCreateDialog.vue`
- Add business type, history-rate display, query trigger, selection handling, and submit validation.
- Modify: `ruoyi-ui/src/views/loanPricing/workflow/components/CorporateCreateDialog.vue`
- Same behavior for corporate creation.
- Modify: `ruoyi-ui/src/views/loanPricing/workflow/components/PersonalWorkflowDetail.vue`
- Show business type and historical loan rate.
- Modify: `ruoyi-ui/src/views/loanPricing/workflow/components/CorporateWorkflowDetail.vue`
- Show business type and historical loan rate.
- Modify: `ruoyi-ui/package.json`
- Add `test:business-type-history-rate`.
- Create: `ruoyi-ui/tests/business-type-history-rate.test.js`
- Static coverage for API, selector, create dialogs, validation, clearing, and detail display.
- Modify: `doc/implementation-report-2026-04-29-business-type-history-rate.md`
- Add frontend and browser-use verification notes after execution.
## Task 1: Add Frontend API and Static Test Skeleton
**Files:**
- Modify: `ruoyi-ui/src/api/loanPricing/workflow.js`
- Modify: `ruoyi-ui/package.json`
- Create: `ruoyi-ui/tests/business-type-history-rate.test.js`
- [ ] **Step 1: Write failing API assertions**
Create `ruoyi-ui/tests/business-type-history-rate.test.js`:
```js
const fs = require('fs')
const path = require('path')
const assert = require('assert')
function read(relativePath) {
return fs.readFileSync(path.join(__dirname, '..', relativePath), 'utf8')
}
const workflowApi = read('src/api/loanPricing/workflow.js')
assert(
workflowApi.includes('export function queryHistoryContracts') &&
workflowApi.includes("url: '/loanPricing/workflow/history-contract'") &&
workflowApi.includes('params: { custIsn: custIsn }'),
'缺少历史贷款合同查询 API'
)
console.log('business type history rate assertions passed')
```
Add package script:
```json
"test:business-type-history-rate": "node tests/business-type-history-rate.test.js"
```
- [ ] **Step 2: Run test to verify it fails**
```bash
zsh -lic 'nvm use 14.21.3 >/dev/null && npm --prefix ruoyi-ui run test:business-type-history-rate'
```
Expected: FAIL because the API function does not exist.
- [ ] **Step 3: Implement API function**
Append to `workflow.js`:
```js
// 查询历史贷款合同
export function queryHistoryContracts(custIsn) {
return request({
url: '/loanPricing/workflow/history-contract',
method: 'get',
params: { custIsn: custIsn }
})
}
```
- [ ] **Step 4: Run API test**
```bash
zsh -lic 'nvm use 14.21.3 >/dev/null && npm --prefix ruoyi-ui run test:business-type-history-rate'
```
Expected: PASS.
- [ ] **Step 5: Commit**
```bash
git add ruoyi-ui/src/api/loanPricing/workflow.js ruoyi-ui/package.json ruoyi-ui/tests/business-type-history-rate.test.js
git commit -m "新增历史贷款合同前端接口"
```
## Task 2: Create Historical Contract Selector
**Files:**
- Create: `ruoyi-ui/src/views/loanPricing/workflow/components/HistoryContractSelector.vue`
- Modify: `ruoyi-ui/tests/business-type-history-rate.test.js`
- [ ] **Step 1: Extend failing selector assertions**
Add:
```js
const historySelector = read('src/views/loanPricing/workflow/components/HistoryContractSelector.vue')
assert(
historySelector.includes('title="历史贷款合同选择"') &&
historySelector.includes('width="80%"') &&
historySelector.includes(':data="contracts"'),
'历史贷款合同选择弹窗缺少标题、宽度或表格数据'
)
;[
'cust_isn',
'loan_contract_history',
'guar_type_history',
'product_code_history',
'loan_rate_history',
'loan_amount_history',
'loan_sign_date_history'
].forEach((field) => {
assert(historySelector.includes(`prop="${field}"`) || historySelector.includes(`row.${field}`), `历史合同弹窗缺少字段 ${field}`)
})
assert(
historySelector.includes('type="radio"') &&
historySelector.includes('selectedContract') &&
historySelector.includes("this.$emit('select', this.selectedContract)") &&
historySelector.includes('请选择历史贷款合同'),
'历史合同弹窗缺少单选、确定选择或未选提示'
)
```
- [ ] **Step 2: Run test to verify it fails**
```bash
zsh -lic 'nvm use 14.21.3 >/dev/null && npm --prefix ruoyi-ui run test:business-type-history-rate'
```
Expected: FAIL because the component does not exist.
- [ ] **Step 3: Implement `HistoryContractSelector.vue`**
Use a small presentational component. It receives already-loaded `contracts` and does not call the API itself.
```vue
<template>
<el-dialog title="历史贷款合同选择" :visible.sync="dialogVisible" width="80%" append-to-body
:close-on-click-modal="false" @close="handleClose">
<el-table :data="contracts" v-loading="loading" @row-click="handleRowClick">
<el-table-column label="选择" align="center" width="70">
<template slot-scope="scope">
<el-radio v-model="selectedContract" :label="scope.row">&nbsp;</el-radio>
</template>
</el-table-column>
<el-table-column label="客户内码" prop="cust_isn" align="center" :show-overflow-tooltip="true"/>
<el-table-column label="历史贷款合同号" prop="loan_contract_history" align="center" :show-overflow-tooltip="true"/>
<el-table-column label="历史贷款担保方式" prop="guar_type_history" align="center"/>
<el-table-column label="历史贷款产品代码" prop="product_code_history" align="center"/>
<el-table-column label="历史贷款利率" prop="loan_rate_history" align="center"/>
<el-table-column label="历史贷款金额" prop="loan_amount_history" align="center"/>
<el-table-column label="历史贷款签订时间" prop="loan_sign_date_history" align="center" width="150"/>
</el-table>
<div slot="footer" class="dialog-footer">
<el-button type="primary" @click="confirmSelect"> </el-button>
<el-button @click="dialogVisible = false"> </el-button>
</div>
</el-dialog>
</template>
```
Script:
```js
export default {
name: "HistoryContractSelector",
props: {
visible: { type: Boolean, default: false },
contracts: { type: Array, default: () => [] },
loading: { type: Boolean, default: false }
},
data() {
return { selectedContract: null }
},
computed: {
dialogVisible: {
get() { return this.visible },
set(val) { this.$emit('update:visible', val) }
}
},
methods: {
handleRowClick(row) {
this.selectedContract = row
},
confirmSelect() {
if (!this.selectedContract) {
this.$modal.msgWarning("请选择历史贷款合同")
return
}
if (!this.selectedContract.loan_rate_history) {
this.$modal.msgWarning("历史贷款利率不能为空")
return
}
this.$emit('select', this.selectedContract)
this.dialogVisible = false
},
handleClose() {
this.selectedContract = null
}
}
}
```
- [ ] **Step 4: Run selector test**
```bash
zsh -lic 'nvm use 14.21.3 >/dev/null && npm --prefix ruoyi-ui run test:business-type-history-rate'
```
Expected: PASS for selector assertions.
- [ ] **Step 5: Commit**
```bash
git add ruoyi-ui/src/views/loanPricing/workflow/components/HistoryContractSelector.vue \
ruoyi-ui/tests/business-type-history-rate.test.js
git commit -m "新增历史贷款合同选择弹窗"
```
## Task 3: Add Personal Create Dialog Behavior
**Files:**
- Modify: `ruoyi-ui/src/views/loanPricing/workflow/components/PersonalCreateDialog.vue`
- Modify: `ruoyi-ui/tests/business-type-history-rate.test.js`
- [ ] **Step 1: Extend failing personal dialog assertions**
Add:
```js
const personalCreate = read('src/views/loanPricing/workflow/components/PersonalCreateDialog.vue')
assert(
personalCreate.includes('label="业务种类"') &&
personalCreate.includes('v-model="form.businessType"') &&
personalCreate.includes('新客') &&
personalCreate.includes('存量新增') &&
personalCreate.includes('存量转贷'),
'个人新增弹窗缺少业务种类选择'
)
assert(
personalCreate.includes('label="历史贷款利率"') &&
personalCreate.includes('v-model="form.loanRateHistory"') &&
personalCreate.includes(':readonly="true"'),
'个人新增弹窗缺少只读历史贷款利率'
)
assert(
personalCreate.includes('queryHistoryContracts') &&
personalCreate.includes('HistoryContractSelector') &&
personalCreate.includes('handleBusinessTypeChange') &&
personalCreate.includes('handleHistoryContractSelect'),
'个人新增弹窗缺少历史合同查询和选择逻辑'
)
assert(
personalCreate.includes('请选择历史贷款合同') &&
personalCreate.includes('未查询到历史贷款合同') &&
personalCreate.includes('delete data.loanRateHistory'),
'个人新增弹窗缺少存量转贷拦截、空列表提示或非存量转贷清理'
)
```
- [ ] **Step 2: Run test to verify it fails**
```bash
zsh -lic 'nvm use 14.21.3 >/dev/null && npm --prefix ruoyi-ui run test:business-type-history-rate'
```
Expected: FAIL.
- [ ] **Step 3: Implement personal form fields**
In the loan information area, add:
```vue
<el-row>
<el-col :span="12">
<el-form-item label="业务种类" prop="businessType">
<el-select v-model="form.businessType" placeholder="请选择业务种类" style="width: 100%" @change="handleBusinessTypeChange">
<el-option label="新客" value="新客"/>
<el-option label="存量新增" value="存量新增"/>
<el-option label="存量转贷" value="存量转贷"/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="12" v-if="isStockTransfer">
<el-form-item label="历史贷款利率" prop="loanRateHistory">
<el-input v-model="form.loanRateHistory" placeholder="请选择历史贷款合同" :readonly="true"/>
</el-form-item>
</el-col>
</el-row>
```
Add selector under the form:
```vue
<history-contract-selector
:visible.sync="showHistorySelector"
:contracts="historyContracts"
:loading="historyLoading"
@select="handleHistoryContractSelect"
/>
```
- [ ] **Step 4: Implement personal script**
Import:
```js
import {createPersonalWorkflow, queryHistoryContracts} from "@/api/loanPricing/workflow"
import HistoryContractSelector from "./HistoryContractSelector"
```
Register component, then add state:
```js
businessTypeOptions: ['新客', '存量新增', '存量转贷'],
showHistorySelector: false,
historyLoading: false,
historyContracts: [],
selectedHistoryContract: null,
```
Add form fields in initial data and `reset()`:
```js
businessType: undefined,
loanRateHistory: undefined,
```
Add rules:
```js
businessType: [
{required: true, message: "请选择业务种类", trigger: "change"}
],
loanRateHistory: [
{required: true, message: "请选择历史贷款合同", trigger: "change"}
]
```
Add computed:
```js
isStockTransfer() {
return this.form.businessType === '存量转贷'
}
```
Add methods:
```js
handleBusinessTypeChange(value) {
this.clearHistoryContract()
if (value === '存量转贷') {
this.queryHistoryContracts()
}
},
queryHistoryContracts() {
if (!this.form.custIsn) {
this.$modal.msgWarning("客户内码不能为空")
return
}
this.historyLoading = true
queryHistoryContracts(this.form.custIsn).then(response => {
this.historyContracts = response.data || []
if (this.historyContracts.length === 0) {
this.$modal.msgWarning("未查询到历史贷款合同")
return
}
this.showHistorySelector = true
}).finally(() => {
this.historyLoading = false
})
},
handleHistoryContractSelect(row) {
if (!row.loan_rate_history) {
this.$modal.msgWarning("历史贷款利率不能为空")
return
}
this.selectedHistoryContract = row
this.form.loanRateHistory = row.loan_rate_history
},
clearHistoryContract() {
this.selectedHistoryContract = null
this.form.loanRateHistory = undefined
this.historyContracts = []
}
```
In `submitForm`, before setting `submitting`:
```js
if (this.isStockTransfer && !this.form.loanRateHistory) {
this.$modal.msgWarning("请选择历史贷款合同")
return
}
```
When building `data`, remove historical rate for non-stock-transfer:
```js
if (!this.isStockTransfer) {
delete data.loanRateHistory
}
```
- [ ] **Step 5: Run personal static test**
```bash
zsh -lic 'nvm use 14.21.3 >/dev/null && npm --prefix ruoyi-ui run test:business-type-history-rate'
```
Expected: PASS for personal assertions.
- [ ] **Step 6: Commit**
```bash
git add ruoyi-ui/src/views/loanPricing/workflow/components/PersonalCreateDialog.vue \
ruoyi-ui/tests/business-type-history-rate.test.js
git commit -m "个人新增支持业务种类和历史利率"
```
## Task 4: Add Corporate Create Dialog Behavior
**Files:**
- Modify: `ruoyi-ui/src/views/loanPricing/workflow/components/CorporateCreateDialog.vue`
- Modify: `ruoyi-ui/tests/business-type-history-rate.test.js`
- [ ] **Step 1: Extend failing corporate assertions**
Mirror the personal assertions for `CorporateCreateDialog.vue`, replacing assertion messages with “企业新增弹窗...”.
- [ ] **Step 2: Run test to verify it fails**
```bash
zsh -lic 'nvm use 14.21.3 >/dev/null && npm --prefix ruoyi-ui run test:business-type-history-rate'
```
Expected: FAIL.
- [ ] **Step 3: Implement corporate fields and selector**
Apply the same form, selector, state, rules, computed, and methods from Task 3, but keep existing corporate-specific fields and submission conversion intact.
- [ ] **Step 4: Keep collateral and green/trade behavior untouched**
When editing submit payload, keep:
```js
isGreenLoan: this.form.isGreenLoan ? '1' : '0',
isTradeBuildEnt: this.form.isTradeBuildEnt ? '1' : '0'
```
Do not reintroduce `repayMethod` UI.
- [ ] **Step 5: Run corporate static test**
```bash
zsh -lic 'nvm use 14.21.3 >/dev/null && npm --prefix ruoyi-ui run test:business-type-history-rate'
```
Expected: PASS.
- [ ] **Step 6: Commit**
```bash
git add ruoyi-ui/src/views/loanPricing/workflow/components/CorporateCreateDialog.vue \
ruoyi-ui/tests/business-type-history-rate.test.js
git commit -m "企业新增支持业务种类和历史利率"
```
## Task 5: Add Detail Display
**Files:**
- Modify: `ruoyi-ui/src/views/loanPricing/workflow/components/PersonalWorkflowDetail.vue`
- Modify: `ruoyi-ui/src/views/loanPricing/workflow/components/CorporateWorkflowDetail.vue`
- Modify: `ruoyi-ui/tests/business-type-history-rate.test.js`
- [ ] **Step 1: Add failing detail assertions**
```js
const personalDetail = read('src/views/loanPricing/workflow/components/PersonalWorkflowDetail.vue')
const corporateDetail = read('src/views/loanPricing/workflow/components/CorporateWorkflowDetail.vue')
;[
['个人详情', personalDetail],
['企业详情', corporateDetail]
].forEach(([name, source]) => {
assert(source.includes('label="业务种类"') && source.includes('detailData.businessType'), `${name} 缺少业务种类展示`)
assert(source.includes('label="历史贷款利率"') && source.includes('detailData.loanRateHistory'), `${name} 缺少历史贷款利率展示`)
})
```
- [ ] **Step 2: Run test to verify it fails**
```bash
zsh -lic 'nvm use 14.21.3 >/dev/null && npm --prefix ruoyi-ui run test:business-type-history-rate'
```
Expected: FAIL.
- [ ] **Step 3: Add personal detail fields**
In personal “业务信息” descriptions, add:
```vue
<el-descriptions-item label="业务种类">{{ detailData.businessType || '-' }}</el-descriptions-item>
<el-descriptions-item label="历史贷款利率">{{ detailData.loanRateHistory || '-' }}</el-descriptions-item>
```
- [ ] **Step 4: Add corporate detail fields**
Add the same two fields to corporate “业务信息” descriptions.
- [ ] **Step 5: Run detail test**
```bash
zsh -lic 'nvm use 14.21.3 >/dev/null && npm --prefix ruoyi-ui run test:business-type-history-rate'
```
Expected: PASS.
- [ ] **Step 6: Commit**
```bash
git add ruoyi-ui/src/views/loanPricing/workflow/components/PersonalWorkflowDetail.vue \
ruoyi-ui/src/views/loanPricing/workflow/components/CorporateWorkflowDetail.vue \
ruoyi-ui/tests/business-type-history-rate.test.js
git commit -m "详情展示业务种类和历史利率"
```
## Task 6: Frontend Static Verification
**Files:**
- No new files unless tests expose a focused defect.
- [ ] **Step 1: Run new focused test**
```bash
zsh -lic 'nvm use 14.21.3 >/dev/null && npm --prefix ruoyi-ui run test:business-type-history-rate'
```
Expected: PASS.
- [ ] **Step 2: Run related existing frontend tests**
```bash
zsh -lic 'nvm use 14.21.3 >/dev/null && node ruoyi-ui/tests/customer-map-selection.test.js && npm --prefix ruoyi-ui run test:personal-create-input-params && npm --prefix ruoyi-ui run test:corporate-create-input-params'
```
Expected: PASS.
- [ ] **Step 3: Build frontend**
```bash
zsh -lic 'nvm use 14.21.3 >/dev/null && npm --prefix ruoyi-ui run build:prod'
```
Expected: build succeeds.
- [ ] **Step 4: Commit only if fixes were required**
```bash
git status --short
```
Expected: no unexpected frontend changes beyond this plan.
## Task 7: Real Page Verification With browser-use
**Files:**
- Modify: `doc/implementation-report-2026-04-29-business-type-history-rate.md`
- [ ] **Step 1: Start backend with latest code**
Start or restart the backend on port `63310` using the repo's existing scripts or Maven command. Confirm the backend has loaded the latest backend code before browser testing.
Example:
```bash
bin/restart_java_backend_test.sh
```
Expected: backend listens on `63310`.
- [ ] **Step 2: Start frontend with Node 14**
Use nvm-managed Node:
```bash
zsh -lic 'nvm use 14.21.3 >/dev/null && npm --prefix ruoyi-ui run dev -- --port 8080'
```
Expected: frontend dev server is available at `http://localhost:8080`.
- [ ] **Step 3: Initialize browser-use**
Use the Node REPL `js` tool and the in-app browser backend. First browser cell:
```js
if (!globalThis.agent) {
const { setupAtlasRuntime } = await import("/Users/wkc/.codex/plugins/cache/openai-bundled/browser-use/0.1.0-alpha1/scripts/browser-client.mjs");
const backend = "iab";
await setupAtlasRuntime({ globals: globalThis, backend });
}
await agent.browser.nameSession("🔎 利率定价历史利率测试");
if (typeof tab === "undefined") {
globalThis.tab = await agent.browser.tabs.new();
}
await tab.goto("http://localhost:8080");
await tab.playwright.waitForLoadState({ state: "domcontentloaded", timeoutMs: 10000 });
console.log(await tab.title());
```
- [ ] **Step 4: Log in on the real page**
Use the real login page, not a prototype. If the default test login path is available, use the project-supported login route. Otherwise log in through the visible login form with the configured test account.
After login, verify that the actual workflow list is visible.
- [ ] **Step 5: Verify personal new customer path**
In the browser:
1. Open 利率定价流程 list.
2. Click 新增.
3. Select 个人客户.
4. Query a customer number and choose a customer internal code.
5. In the personal create dialog, choose 业务种类 = 新客.
6. Confirm no historical contract selector appears.
7. Fill required fields and submit.
8. Open detail and verify 业务种类 displays 新客 and 历史贷款利率 is empty/`-`.
- [ ] **Step 6: Verify personal existing-new path**
Repeat personal creation with 业务种类 = 存量新增. Confirm no historical contract selector appears, submit succeeds, and detail displays 存量新增.
- [ ] **Step 7: Verify personal stock-transfer path**
Repeat personal creation with 业务种类 = 存量转贷. Confirm:
1. Historical contract selector opens.
2. All 7 columns are visible.
3. A single radio selection is possible.
4. Selecting a row fills 历史贷款利率.
5. Submit succeeds.
6. Detail displays 业务种类 = 存量转贷 and the chosen 历史贷款利率.
- [ ] **Step 8: Verify corporate three paths**
Repeat Steps 5-7 for 企业客户: 新客、存量新增、存量转贷.
- [ ] **Step 9: Verify blocked stock-transfer submission**
Use a stock-transfer flow and attempt to submit without selecting a historical contract. Confirm the page blocks submission and shows “请选择历史贷款合同”.
- [ ] **Step 10: Verify empty history scenario**
Use the fixed customer-map mock customer number `HISTORY_EMPTY`. In the customer number selector, query `HISTORY_EMPTY`, select the returned row with `cust_isn=EMPTY_HISTORY`, then choose 业务种类 = 存量转贷. Confirm “未查询到历史贷款合同” appears and submission remains blocked.
- [ ] **Step 11: Verify empty historical-rate scenario**
Use the fixed customer-map mock customer number `HISTORY_EMPTY_RATE`. In the customer number selector, query `HISTORY_EMPTY_RATE`, select the returned row with `cust_isn=EMPTY_RATE`, then choose 业务种类 = 存量转贷. Confirm the history selector opens with a row whose `loan_rate_history` is empty; selecting it and clicking 确定 must show “历史贷款利率不能为空”, must not fill the create form's historical loan-rate field, and submission must remain blocked.
- [ ] **Step 12: Capture evidence**
Capture screenshots or DOM snapshots for:
- Personal stock-transfer selector with all 7 columns.
- Corporate stock-transfer selector with all 7 columns.
- Detail page showing 业务种类 and 历史贷款利率.
- Blocked submit warning.
- Empty-history warning from `HISTORY_EMPTY`.
- Empty-rate warning from `HISTORY_EMPTY_RATE`.
Use browser-use screenshots through `await display(await tab.playwright.screenshot({ fullPage: false }))` when visual confirmation matters.
- [ ] **Step 13: Stop test processes**
Stop only the backend/frontend processes started for this test. Do not kill unrelated user processes.
- [ ] **Step 14: Record verification**
Update:
```text
doc/implementation-report-2026-04-29-business-type-history-rate.md
```
Include:
- Static test commands and results.
- Backend/frontend server commands.
- browser-use URL and scenarios covered.
- Confirmation that test processes were stopped.
- [ ] **Step 15: Commit verification notes**
```bash
git add doc/implementation-report-2026-04-29-business-type-history-rate.md
git commit -m "记录业务种类历史利率页面验证"
```

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@@ -0,0 +1,678 @@
# Customer Map Selection Backend Implementation Plan
> **For agentic workers:** Steps use checkbox (`- [ ]`) syntax for tracking. Follow this repository's AGENTS.md rule: do not enable subagents or superpowers execution modes unless the user explicitly requests them for the implementation session.
**Goal:** Add backend customer-id-to-customer-internal-code query APIs for personal and corporate workflow creation, backed by local mock interfaces and profile configuration.
**Architecture:** Keep workflow creation APIs unchanged. Add a small customer-map service that reads separate personal/corporate URLs from configuration, calls them with GET `cust_id`, and returns mapping records with underscore JSON field names through the existing RuoYi `AjaxResult` response convention. Add mock endpoints under the existing mock controller so all active profiles can point to local mock URLs first.
**Tech Stack:** Spring Boot, RuoYi `AjaxResult`, Spring `RestTemplate`, Jackson `@JsonProperty`, JUnit 5, Mockito, Maven.
---
## File Structure
- Create: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/vo/CustomerMapRecordVO.java`
- Holds one customer mapping record.
- Uses Java camelCase fields internally and `@JsonProperty` to serialize/deserialize underscore field names.
- Create: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/service/LoanPricingCustomerMapService.java`
- Owns config URL selection, GET forwarding, parameter validation, and response parsing.
- Modify: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/controller/LoanPricingWorkflowController.java`
- Adds authenticated business endpoints used by the frontend.
- Modify: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/controller/LoanRatePricingMockController.java`
- Adds anonymous local mock endpoints.
- Modify: `ruoyi-admin/src/main/resources/application-dev.yml`
- Adds `customer-map` mock URL config.
- Modify: `ruoyi-admin/src/main/resources/application-uat.yml`
- Adds `customer-map` mock URL config.
- Modify: `ruoyi-admin/src/main/resources/application-pro.yml`
- Adds `customer-map` mock URL config for the production profile, currently pointing to local mock as requested.
- Create: `ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/domain/vo/CustomerMapRecordVOTest.java`
- Verifies JSON field names stay underscored.
- Create: `ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/service/LoanPricingCustomerMapServiceTest.java`
- Verifies personal/corporate URL routing, `cust_id` forwarding, response parsing, and missing customer-id errors.
- Create: `ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/controller/LoanRatePricingMockControllerCustomerMapTest.java`
- Verifies mock endpoints return one or more underscore-field records.
- Create: `ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/controller/LoanPricingWorkflowControllerCustomerMapTest.java`
- Verifies business controller methods delegate to the service and preserve the result records.
## Task 1: Add Customer Map Record VO
**Files:**
- Create: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/vo/CustomerMapRecordVO.java`
- Create: `ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/domain/vo/CustomerMapRecordVOTest.java`
- [ ] **Step 1: Write the failing serialization test**
Create `CustomerMapRecordVOTest`:
```java
package com.ruoyi.loanpricing.domain.vo;
import static org.junit.jupiter.api.Assertions.assertTrue;
import com.fasterxml.jackson.databind.ObjectMapper;
import org.junit.jupiter.api.Test;
class CustomerMapRecordVOTest
{
@Test
void shouldSerializeCustomerMapFieldsWithUnderscoreNames() throws Exception
{
CustomerMapRecordVO record = new CustomerMapRecordVO();
record.setCustId("101330419198206033217");
record.setCustIsn("81033011438");
record.setCustName("张三");
record.setFaithDay("20");
record.setBalanceAvg("300000");
record.setLoanCountHis("2");
record.setLastLoanDate("2025-12-01");
String json = new ObjectMapper().writeValueAsString(record);
assertTrue(json.contains("\"cust_id\""));
assertTrue(json.contains("\"cust_isn\""));
assertTrue(json.contains("\"cust_name\""));
assertTrue(json.contains("\"faith_day\""));
assertTrue(json.contains("\"balance_avg\""));
assertTrue(json.contains("\"loan_count_his\""));
assertTrue(json.contains("\"last_loan_date\""));
}
}
```
- [ ] **Step 2: Run the test to verify it fails**
Run:
```bash
mvn -pl ruoyi-loan-pricing -am -Dtest=CustomerMapRecordVOTest -Dsurefire.failIfNoSpecifiedTests=false test
```
Expected: FAIL because `CustomerMapRecordVO` does not exist.
- [ ] **Step 3: Implement the VO**
Create `CustomerMapRecordVO.java`:
```java
package com.ruoyi.loanpricing.domain.vo;
import com.fasterxml.jackson.annotation.JsonProperty;
import java.io.Serializable;
import lombok.Data;
@Data
public class CustomerMapRecordVO implements Serializable
{
private static final long serialVersionUID = 1L;
@JsonProperty("cust_id")
private String custId;
@JsonProperty("cust_isn")
private String custIsn;
@JsonProperty("cust_name")
private String custName;
@JsonProperty("faith_day")
private String faithDay;
@JsonProperty("balance_avg")
private String balanceAvg;
@JsonProperty("loan_count_his")
private String loanCountHis;
@JsonProperty("last_loan_date")
private String lastLoanDate;
}
```
- [ ] **Step 4: Run the test to verify it passes**
Run:
```bash
mvn -pl ruoyi-loan-pricing -am -Dtest=CustomerMapRecordVOTest -Dsurefire.failIfNoSpecifiedTests=false test
```
Expected: PASS.
## Task 2: Add Customer Map Service
**Files:**
- Create: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/service/LoanPricingCustomerMapService.java`
- Create: `ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/service/LoanPricingCustomerMapServiceTest.java`
- [ ] **Step 1: Write service tests first**
Create tests that use `MockRestServiceServer` and the package-private test constructor:
```java
package com.ruoyi.loanpricing.service;
import static org.junit.jupiter.api.Assertions.assertEquals;
import static org.junit.jupiter.api.Assertions.assertThrows;
import static org.springframework.test.web.client.match.MockRestRequestMatchers.requestTo;
import static org.springframework.test.web.client.response.MockRestResponseCreators.withSuccess;
import com.ruoyi.common.exception.ServiceException;
import com.ruoyi.loanpricing.domain.vo.CustomerMapRecordVO;
import java.util.List;
import org.junit.jupiter.api.Test;
import org.springframework.http.MediaType;
import org.springframework.web.client.RestTemplate;
import org.springframework.test.web.client.MockRestServiceServer;
class LoanPricingCustomerMapServiceTest
{
@Test
void shouldQueryPersonalCustomerMapWithCustIdParam()
{
RestTemplate restTemplate = new RestTemplate();
MockRestServiceServer server = MockRestServiceServer.createServer(restTemplate);
LoanPricingCustomerMapService service = new LoanPricingCustomerMapService(
restTemplate,
"http://mock/personal",
"http://mock/corporate");
server.expect(requestTo("http://mock/personal?cust_id=P001"))
.andRespond(withSuccess("{\"code\":200,\"msg\":\"操作成功\",\"data\":[{\"cust_id\":\"P001\",\"cust_isn\":\"81033011438\",\"cust_name\":\"张三\"}]}",
MediaType.APPLICATION_JSON));
List<CustomerMapRecordVO> result = service.queryPersonal("P001");
assertEquals(1, result.size());
assertEquals("81033011438", result.get(0).getCustIsn());
assertEquals("张三", result.get(0).getCustName());
server.verify();
}
@Test
void shouldQueryCorporateCustomerMapWithCustIdParam()
{
RestTemplate restTemplate = new RestTemplate();
MockRestServiceServer server = MockRestServiceServer.createServer(restTemplate);
LoanPricingCustomerMapService service = new LoanPricingCustomerMapService(
restTemplate,
"http://mock/personal",
"http://mock/corporate");
server.expect(requestTo("http://mock/corporate?cust_id=C001"))
.andRespond(withSuccess("{\"code\":200,\"data\":[{\"cust_id\":\"C001\",\"cust_isn\":\"82002469287\",\"cust_name\":\"测试企业\"}]}",
MediaType.APPLICATION_JSON));
List<CustomerMapRecordVO> result = service.queryCorporate("C001");
assertEquals("82002469287", result.get(0).getCustIsn());
assertEquals("测试企业", result.get(0).getCustName());
server.verify();
}
@Test
void shouldRejectBlankCustId()
{
LoanPricingCustomerMapService service = new LoanPricingCustomerMapService(
new RestTemplate(),
"http://mock/personal",
"http://mock/corporate");
ServiceException ex = assertThrows(ServiceException.class, () -> service.queryPersonal(" "));
assertEquals("客户号不能为空", ex.getMessage());
}
}
```
- [ ] **Step 2: Run the tests to verify they fail**
Run:
```bash
mvn -pl ruoyi-loan-pricing -am -Dtest=LoanPricingCustomerMapServiceTest -Dsurefire.failIfNoSpecifiedTests=false test
```
Expected: FAIL because `LoanPricingCustomerMapService` does not exist.
- [ ] **Step 3: Implement the service**
Create the service with a default Spring constructor and a package-private test constructor:
```java
package com.ruoyi.loanpricing.service;
import com.fasterxml.jackson.annotation.JsonIgnoreProperties;
import com.ruoyi.common.exception.ServiceException;
import com.ruoyi.loanpricing.domain.vo.CustomerMapRecordVO;
import java.net.URI;
import java.util.Collections;
import java.util.List;
import lombok.Data;
import org.springframework.beans.factory.annotation.Value;
import org.springframework.stereotype.Service;
import org.springframework.util.StringUtils;
import org.springframework.web.client.RestTemplate;
import org.springframework.web.util.UriComponentsBuilder;
@Service
public class LoanPricingCustomerMapService
{
private final RestTemplate restTemplate;
@Value("${customer-map.personal-url}")
private String personalUrl;
@Value("${customer-map.corporate-url}")
private String corporateUrl;
public LoanPricingCustomerMapService()
{
this(new RestTemplate());
}
LoanPricingCustomerMapService(RestTemplate restTemplate)
{
this.restTemplate = restTemplate;
}
LoanPricingCustomerMapService(RestTemplate restTemplate, String personalUrl, String corporateUrl)
{
this.restTemplate = restTemplate;
this.personalUrl = personalUrl;
this.corporateUrl = corporateUrl;
}
public List<CustomerMapRecordVO> queryPersonal(String custId)
{
return query(personalUrl, custId);
}
public List<CustomerMapRecordVO> queryCorporate(String custId)
{
return query(corporateUrl, custId);
}
private List<CustomerMapRecordVO> query(String url, String custId)
{
if (!StringUtils.hasText(custId))
{
throw new ServiceException("客户号不能为空");
}
URI uri = UriComponentsBuilder.fromHttpUrl(url)
.queryParam("cust_id", custId)
.build()
.toUri();
CustomerMapResponse response = restTemplate.getForObject(uri, CustomerMapResponse.class);
if (response == null)
{
throw new ServiceException("客户号映射接口无返回");
}
if (response.getCode() != null && response.getCode() != 200)
{
throw new ServiceException(StringUtils.hasText(response.getMsg()) ? response.getMsg() : "客户号映射查询失败");
}
return response.getData() == null ? Collections.emptyList() : response.getData();
}
@Data
@JsonIgnoreProperties(ignoreUnknown = true)
static class CustomerMapResponse
{
private Integer code;
private String msg;
private List<CustomerMapRecordVO> data;
}
}
```
- [ ] **Step 4: Run service tests**
Run:
```bash
mvn -pl ruoyi-loan-pricing -am -Dtest=LoanPricingCustomerMapServiceTest -Dsurefire.failIfNoSpecifiedTests=false test
```
Expected: PASS.
## Task 3: Add Mock Endpoints
**Files:**
- Modify: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/controller/LoanRatePricingMockController.java`
- Create: `ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/controller/LoanRatePricingMockControllerCustomerMapTest.java`
- [ ] **Step 1: Write controller tests for mock endpoints**
```java
package com.ruoyi.loanpricing.controller;
import static org.junit.jupiter.api.Assertions.assertFalse;
import static org.junit.jupiter.api.Assertions.assertTrue;
import com.fasterxml.jackson.databind.ObjectMapper;
import com.ruoyi.common.core.domain.AjaxResult;
import java.util.List;
import org.junit.jupiter.api.Test;
class LoanRatePricingMockControllerCustomerMapTest
{
@Test
void shouldReturnPersonalCustomerMapRecords() throws Exception
{
LoanRatePricingMockController controller = new LoanRatePricingMockController();
AjaxResult result = controller.queryPersonalCustomerMap("P001");
List<?> rows = (List<?>) result.get("data");
assertFalse(rows.isEmpty());
String json = new ObjectMapper().writeValueAsString(rows.get(0));
assertTrue(json.contains("\"cust_id\""));
assertTrue(json.contains("\"cust_isn\""));
assertTrue(json.contains("\"cust_name\""));
}
@Test
void shouldReturnCorporateCustomerMapRecords() throws Exception
{
LoanRatePricingMockController controller = new LoanRatePricingMockController();
AjaxResult result = controller.queryCorporateCustomerMap("C001");
List<?> rows = (List<?>) result.get("data");
assertFalse(rows.isEmpty());
String json = new ObjectMapper().writeValueAsString(rows.get(0));
assertTrue(json.contains("\"cust_id\""));
assertTrue(json.contains("\"loan_count_his\""));
assertTrue(json.contains("\"last_loan_date\""));
}
}
```
- [ ] **Step 2: Run the tests to verify they fail**
Run:
```bash
mvn -pl ruoyi-loan-pricing -am -Dtest=LoanRatePricingMockControllerCustomerMapTest -Dsurefire.failIfNoSpecifiedTests=false test
```
Expected: FAIL because the mock methods do not exist.
- [ ] **Step 3: Implement mock methods**
Modify `LoanRatePricingMockController`:
```java
@Anonymous
@Operation(summary = "模拟个人客户号映射查询")
@GetMapping("/customer-map/personal")
public AjaxResult queryPersonalCustomerMap(@RequestParam("cust_id") String custId)
{
return success(randomCustomerMapRecords(custId, "个人客户"));
}
@Anonymous
@Operation(summary = "模拟企业客户号映射查询")
@GetMapping("/customer-map/corporate")
public AjaxResult queryCorporateCustomerMap(@RequestParam("cust_id") String custId)
{
return success(randomCustomerMapRecords(custId, "企业客户"));
}
```
Add a private helper in the same controller:
```java
private List<CustomerMapRecordVO> randomCustomerMapRecords(String custId, String namePrefix)
{
if (!StringUtils.hasText(custId))
{
throw new ServiceException("客户号不能为空");
}
int count = ThreadLocalRandom.current().nextInt(1, 4);
List<CustomerMapRecordVO> records = new ArrayList<>();
for (int i = 1; i <= count; i++)
{
CustomerMapRecordVO record = new CustomerMapRecordVO();
record.setCustId(custId);
record.setCustIsn(String.valueOf(81000000000L + ThreadLocalRandom.current().nextInt(1000000)));
record.setCustName(namePrefix + i);
record.setFaithDay(String.valueOf(ThreadLocalRandom.current().nextInt(1, 365)));
record.setBalanceAvg(String.valueOf(ThreadLocalRandom.current().nextInt(10000, 900000)));
record.setLoanCountHis(String.valueOf(ThreadLocalRandom.current().nextInt(0, 10)));
record.setLastLoanDate(LocalDate.now().minusDays(ThreadLocalRandom.current().nextInt(1, 800)).toString());
records.add(record);
}
return records;
}
```
Required imports:
```java
import com.ruoyi.common.exception.ServiceException;
import com.ruoyi.common.utils.StringUtils;
import com.ruoyi.loanpricing.domain.vo.CustomerMapRecordVO;
import java.time.LocalDate;
import java.util.ArrayList;
import java.util.List;
import java.util.concurrent.ThreadLocalRandom;
```
- [ ] **Step 4: Run mock controller tests**
Run:
```bash
mvn -pl ruoyi-loan-pricing -am -Dtest=LoanRatePricingMockControllerCustomerMapTest -Dsurefire.failIfNoSpecifiedTests=false test
```
Expected: PASS.
## Task 4: Add Business Endpoints
**Files:**
- Modify: `ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/controller/LoanPricingWorkflowController.java`
- Create: `ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/controller/LoanPricingWorkflowControllerCustomerMapTest.java`
- [ ] **Step 1: Write controller delegation tests**
```java
package com.ruoyi.loanpricing.controller;
import static org.junit.jupiter.api.Assertions.assertEquals;
import static org.mockito.Mockito.when;
import com.ruoyi.common.core.domain.AjaxResult;
import com.ruoyi.loanpricing.domain.vo.CustomerMapRecordVO;
import com.ruoyi.loanpricing.service.LoanPricingCustomerMapService;
import java.lang.reflect.Field;
import java.util.List;
import org.junit.jupiter.api.Test;
import org.mockito.Mockito;
class LoanPricingWorkflowControllerCustomerMapTest
{
@Test
void shouldReturnPersonalCustomerMapFromService() throws Exception
{
LoanPricingCustomerMapService service = Mockito.mock(LoanPricingCustomerMapService.class);
CustomerMapRecordVO row = new CustomerMapRecordVO();
row.setCustIsn("81033011438");
when(service.queryPersonal("P001")).thenReturn(List.of(row));
LoanPricingWorkflowController controller = new LoanPricingWorkflowController();
setField(controller, "customerMapService", service);
AjaxResult result = controller.queryPersonalCustomerMap("P001");
List<?> rows = (List<?>) result.get("data");
assertEquals(1, rows.size());
}
@Test
void shouldReturnCorporateCustomerMapFromService() throws Exception
{
LoanPricingCustomerMapService service = Mockito.mock(LoanPricingCustomerMapService.class);
CustomerMapRecordVO row = new CustomerMapRecordVO();
row.setCustIsn("82002469287");
when(service.queryCorporate("C001")).thenReturn(List.of(row));
LoanPricingWorkflowController controller = new LoanPricingWorkflowController();
setField(controller, "customerMapService", service);
AjaxResult result = controller.queryCorporateCustomerMap("C001");
List<?> rows = (List<?>) result.get("data");
assertEquals(1, rows.size());
}
private static void setField(Object target, String fieldName, Object value) throws Exception
{
Field field = target.getClass().getDeclaredField(fieldName);
field.setAccessible(true);
field.set(target, value);
}
}
```
- [ ] **Step 2: Run the tests to verify they fail**
Run:
```bash
mvn -pl ruoyi-loan-pricing -am -Dtest=LoanPricingWorkflowControllerCustomerMapTest -Dsurefire.failIfNoSpecifiedTests=false test
```
Expected: FAIL because controller methods and field do not exist.
- [ ] **Step 3: Implement controller methods**
In `LoanPricingWorkflowController`, add:
```java
@Autowired
private LoanPricingCustomerMapService customerMapService;
@Operation(summary = "查询个人客户号映射")
@GetMapping("/customer-map/personal")
public AjaxResult queryPersonalCustomerMap(@RequestParam("custId") String custId)
{
return success(customerMapService.queryPersonal(custId));
}
@Operation(summary = "查询企业客户号映射")
@GetMapping("/customer-map/corporate")
public AjaxResult queryCorporateCustomerMap(@RequestParam("custId") String custId)
{
return success(customerMapService.queryCorporate(custId));
}
```
Required import:
```java
import com.ruoyi.loanpricing.service.LoanPricingCustomerMapService;
```
- [ ] **Step 4: Run controller tests**
Run:
```bash
mvn -pl ruoyi-loan-pricing -am -Dtest=LoanPricingWorkflowControllerCustomerMapTest -Dsurefire.failIfNoSpecifiedTests=false test
```
Expected: PASS.
## Task 5: Add Profile Configuration
**Files:**
- Modify: `ruoyi-admin/src/main/resources/application-dev.yml`
- Modify: `ruoyi-admin/src/main/resources/application-uat.yml`
- Modify: `ruoyi-admin/src/main/resources/application-pro.yml`
- [ ] **Step 1: Add `customer-map` to every active profile**
Place this block next to the existing `model:` block in each profile file:
```yaml
customer-map:
personal-url: http://localhost:63310/rate/pricing/mock/customer-map/personal
corporate-url: http://localhost:63310/rate/pricing/mock/customer-map/corporate
```
Keep the existing `model:` URLs unchanged.
- [ ] **Step 2: Verify config keys exist**
Run:
```bash
rg -n "customer-map:|personal-url: http://localhost:63310/rate/pricing/mock/customer-map/personal|corporate-url: http://localhost:63310/rate/pricing/mock/customer-map/corporate" ruoyi-admin/src/main/resources/application-dev.yml ruoyi-admin/src/main/resources/application-uat.yml ruoyi-admin/src/main/resources/application-pro.yml
```
Expected: each profile contains one `customer-map` block with both mock URLs.
## Task 6: Backend Verification
**Files:**
- Verify only, no new files.
- [ ] **Step 1: Run focused backend tests**
Run:
```bash
mvn -pl ruoyi-loan-pricing -am -Dtest=CustomerMapRecordVOTest,LoanPricingCustomerMapServiceTest,LoanRatePricingMockControllerCustomerMapTest,LoanPricingWorkflowControllerCustomerMapTest -Dsurefire.failIfNoSpecifiedTests=false test
```
Expected: PASS.
- [ ] **Step 2: Run affected existing model/workflow tests**
Run:
```bash
mvn -pl ruoyi-loan-pricing -am -Dtest=LoanPricingModelServiceTest,LoanPricingWorkflowServiceImplTest -Dsurefire.failIfNoSpecifiedTests=false test
```
Expected: PASS.
- [ ] **Step 3: Manual API verification after backend restart**
Restart backend so config and routes are active, then call:
```bash
curl -sS 'http://localhost:63310/rate/pricing/mock/customer-map/personal?cust_id=P001'
curl -sS 'http://localhost:63310/rate/pricing/mock/customer-map/corporate?cust_id=C001'
TOKEN=$(curl -sS -H 'Content-Type: application/json' -d '{"username":"admin","password":"admin123"}' 'http://localhost:63310/login/test' | sed -n 's/.*"token":"\([^"]*\)".*/\1/p')
curl -sS -H "Authorization: Bearer ${TOKEN}" 'http://localhost:63310/loanPricing/workflow/customer-map/personal?custId=P001'
curl -sS -H "Authorization: Bearer ${TOKEN}" 'http://localhost:63310/loanPricing/workflow/customer-map/corporate?custId=C001'
```
Expected: each successful response uses the RuoYi response wrapper and `data` contains one or more records with underscore fields. If the local admin password differs, replace `admin/admin123` with a valid local test account before calling the authenticated workflow endpoints.
- [ ] **Step 4: Commit backend work**
Use a Chinese commit message and do not include unrelated dirty files:
```bash
git status --short
git add ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/domain/vo/CustomerMapRecordVO.java \
ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/service/LoanPricingCustomerMapService.java \
ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/controller/LoanPricingWorkflowController.java \
ruoyi-loan-pricing/src/main/java/com/ruoyi/loanpricing/controller/LoanRatePricingMockController.java \
ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/domain/vo/CustomerMapRecordVOTest.java \
ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/service/LoanPricingCustomerMapServiceTest.java \
ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/controller/LoanRatePricingMockControllerCustomerMapTest.java \
ruoyi-loan-pricing/src/test/java/com/ruoyi/loanpricing/controller/LoanPricingWorkflowControllerCustomerMapTest.java \
ruoyi-admin/src/main/resources/application-dev.yml \
ruoyi-admin/src/main/resources/application-uat.yml \
ruoyi-admin/src/main/resources/application-pro.yml
git commit -m "新增客户号映射后端接口"
```
Do not commit temporary curl output, screenshots, or generated test data.

View File

@@ -0,0 +1,662 @@
# Customer Map Selection Frontend Implementation Plan
> **For agentic workers:** Steps use checkbox (`- [ ]`) syntax for tracking. Follow this repository's AGENTS.md rule: do not enable subagents or superpowers execution modes unless the user explicitly requests them for the implementation session.
**Goal:** Add the frontend customer-id query and customer-internal-code selection step before opening personal or corporate workflow creation dialogs.
**Architecture:** Keep the existing list page and personal/corporate creation dialogs. Insert a shared customer-map selector dialog between customer-type selection and workflow creation, then pass the selected underscore-field record into the existing create dialogs. Existing workflow create APIs stay unchanged and still receive `custIsn` and `custName` in camelCase.
**Tech Stack:** Vue 2, Element UI, existing RuoYi request wrapper, Node static assertion tests, nvm-managed frontend runtime, Playwright/browser verification after implementation.
---
## File Structure
- Modify: `ruoyi-ui/src/api/loanPricing/workflow.js`
- Adds personal/corporate customer-map query functions.
- Create: `ruoyi-ui/src/views/loanPricing/workflow/components/CustomerMapSelector.vue`
- Owns customer-id input, query action, result table, loading state, and row selection.
- Modify: `ruoyi-ui/src/views/loanPricing/workflow/index.vue`
- Opens customer-map selector after customer type selection and then opens the correct create dialog after row selection.
- Modify: `ruoyi-ui/src/views/loanPricing/workflow/components/PersonalCreateDialog.vue`
- Accepts selected customer-map record, fills `custIsn` and `custName`, and makes both fields read-only.
- Modify: `ruoyi-ui/src/views/loanPricing/workflow/components/CorporateCreateDialog.vue`
- Same selected-record behavior for corporate creation.
- Modify: `ruoyi-ui/package.json`
- Adds a focused test script for the new customer-map selection checks.
- Create: `ruoyi-ui/tests/customer-map-selection.test.js`
- Static test coverage for API paths, selector fields, parent wiring, selected underscore fields, and read-only create dialog inputs.
## Task 1: Add Frontend API Methods
**Files:**
- Modify: `ruoyi-ui/src/api/loanPricing/workflow.js`
- Create: `ruoyi-ui/tests/customer-map-selection.test.js`
- Modify: `ruoyi-ui/package.json`
- [ ] **Step 1: Write failing API assertions**
Create the first version of `ruoyi-ui/tests/customer-map-selection.test.js`:
```js
const fs = require('fs')
const path = require('path')
const assert = require('assert')
function read(relativePath) {
return fs.readFileSync(path.join(__dirname, '..', relativePath), 'utf8')
}
const workflowApi = read('src/api/loanPricing/workflow.js')
assert(
workflowApi.includes('export function queryPersonalCustomerMap') &&
workflowApi.includes("url: '/loanPricing/workflow/customer-map/personal'") &&
workflowApi.includes('params: { custId: custId }'),
'缺少个人客户号映射查询 API'
)
assert(
workflowApi.includes('export function queryCorporateCustomerMap') &&
workflowApi.includes("url: '/loanPricing/workflow/customer-map/corporate'") &&
workflowApi.includes('params: { custId: custId }'),
'缺少企业客户号映射查询 API'
)
console.log('customer map selection assertions passed')
```
Add a script in `ruoyi-ui/package.json`:
```json
"test:customer-map-selection": "node tests/customer-map-selection.test.js"
```
- [ ] **Step 2: Run the test to verify it fails**
Run with the project Node version:
```bash
zsh -lic 'nvm use 14.21.3 >/dev/null && npm --prefix ruoyi-ui run test:customer-map-selection'
```
Expected: FAIL because the API methods do not exist.
- [ ] **Step 3: Implement the API methods**
Append to `workflow.js`:
```js
// 查询个人客户号映射
export function queryPersonalCustomerMap(custId) {
return request({
url: '/loanPricing/workflow/customer-map/personal',
method: 'get',
params: { custId: custId }
})
}
// 查询企业客户号映射
export function queryCorporateCustomerMap(custId) {
return request({
url: '/loanPricing/workflow/customer-map/corporate',
method: 'get',
params: { custId: custId }
})
}
```
- [ ] **Step 4: Run the API test**
Run:
```bash
zsh -lic 'nvm use 14.21.3 >/dev/null && npm --prefix ruoyi-ui run test:customer-map-selection'
```
Expected: PASS for API assertions.
## Task 2: Create Customer Map Selector Dialog
**Files:**
- Create: `ruoyi-ui/src/views/loanPricing/workflow/components/CustomerMapSelector.vue`
- Modify: `ruoyi-ui/tests/customer-map-selection.test.js`
- [ ] **Step 1: Extend the static test for selector requirements**
Add these assertions to `customer-map-selection.test.js`:
```js
const selector = read('src/views/loanPricing/workflow/components/CustomerMapSelector.vue')
assert(
selector.includes('title="客户号查询"') &&
selector.includes('v-model="queryForm.custId"') &&
selector.includes('handleQuery'),
'客户号查询弹窗缺少客户号输入或查询动作'
)
assert(
selector.includes("queryPersonalCustomerMap") &&
selector.includes("queryCorporateCustomerMap") &&
selector.includes("this.customerType === 'personal'"),
'客户号查询弹窗未按客户类型调用个人/企业接口'
)
;['cust_id', 'cust_isn', 'cust_name', 'faith_day', 'balance_avg', 'loan_count_his', 'last_loan_date'].forEach((field) => {
assert(selector.includes(`prop="${field}"`) || selector.includes(`row.${field}`), `查询结果表格缺少字段 ${field}`)
})
assert(
selector.includes("this.$emit('select', row)") &&
selector.includes('未查询到客户信息') &&
selector.includes('请输入客户号'),
'客户号查询弹窗缺少选择事件或关键提示'
)
```
- [ ] **Step 2: Run the test to verify it fails**
Run:
```bash
zsh -lic 'nvm use 14.21.3 >/dev/null && npm --prefix ruoyi-ui run test:customer-map-selection'
```
Expected: FAIL because `CustomerMapSelector.vue` does not exist.
- [ ] **Step 3: Implement `CustomerMapSelector.vue`**
Create the component:
```vue
<template>
<el-dialog title="客户号查询" :visible.sync="dialogVisible" width="900px" append-to-body
:close-on-click-modal="false" @close="handleClose">
<el-form :model="queryForm" inline size="small">
<el-form-item label="客户号">
<el-input v-model="queryForm.custId" placeholder="请输入客户号" clearable @keyup.enter.native="handleQuery"/>
</el-form-item>
<el-form-item>
<el-button type="primary" icon="el-icon-search" :loading="loading" @click="handleQuery">查询</el-button>
</el-form-item>
</el-form>
<el-table v-loading="loading" :data="customerList">
<el-table-column label="客户号" prop="cust_id" align="center" :show-overflow-tooltip="true"/>
<el-table-column label="客户内码" prop="cust_isn" align="center" :show-overflow-tooltip="true"/>
<el-table-column label="客户名称" prop="cust_name" align="center" :show-overflow-tooltip="true"/>
<el-table-column label="用信天数" prop="faith_day" align="center"/>
<el-table-column label="存款年日均" prop="balance_avg" align="center"/>
<el-table-column label="历史贷款次数" prop="loan_count_his" align="center"/>
<el-table-column label="上次贷款日期" prop="last_loan_date" align="center" width="130"/>
<el-table-column label="操作" align="center" width="90">
<template slot-scope="scope">
<el-button type="text" size="mini" @click="handleSelect(scope.row)">选择</el-button>
</template>
</el-table-column>
</el-table>
</el-dialog>
</template>
<script>
import {queryPersonalCustomerMap, queryCorporateCustomerMap} from "@/api/loanPricing/workflow"
export default {
name: "CustomerMapSelector",
props: {
visible: {
type: Boolean,
default: false
},
customerType: {
type: String,
default: undefined
}
},
data() {
return {
loading: false,
queryForm: {
custId: undefined
},
customerList: []
}
},
computed: {
dialogVisible: {
get() {
return this.visible
},
set(val) {
this.$emit('update:visible', val)
}
}
},
methods: {
handleQuery() {
if (!this.queryForm.custId) {
this.$modal.msgWarning("请输入客户号")
return
}
this.loading = true
const request = this.customerType === 'personal'
? queryPersonalCustomerMap
: queryCorporateCustomerMap
request(this.queryForm.custId).then(response => {
this.customerList = response.data || []
if (this.customerList.length === 0) {
this.$modal.msgWarning("未查询到客户信息")
}
}).finally(() => {
this.loading = false
})
},
handleSelect(row) {
this.$emit('select', row)
this.dialogVisible = false
},
handleClose() {
this.queryForm.custId = undefined
this.customerList = []
this.loading = false
}
}
}
</script>
```
- [ ] **Step 4: Run the selector test**
Run:
```bash
zsh -lic 'nvm use 14.21.3 >/dev/null && npm --prefix ruoyi-ui run test:customer-map-selection'
```
Expected: PASS through selector assertions.
## Task 3: Wire Selector Into Workflow List Page
**Files:**
- Modify: `ruoyi-ui/src/views/loanPricing/workflow/index.vue`
- Modify: `ruoyi-ui/tests/customer-map-selection.test.js`
- [ ] **Step 1: Extend the test for parent wiring**
Add assertions:
```js
const workflowIndex = read('src/views/loanPricing/workflow/index.vue')
assert(
workflowIndex.includes('CustomerMapSelector') &&
workflowIndex.includes('<customer-map-selector') &&
workflowIndex.includes(':customer-type="selectedCustomerType"') &&
workflowIndex.includes('@select="handleCustomerMapSelect"'),
'流程列表页未接入客户号查询选择弹窗'
)
assert(
workflowIndex.includes('selectedCustomerType') &&
workflowIndex.includes('selectedCustomerMap') &&
workflowIndex.includes('showCustomerMapSelector'),
'流程列表页缺少客户类型、客户映射选择状态'
)
assert(
workflowIndex.includes("this.selectedCustomerType = type") &&
workflowIndex.includes('this.showCustomerMapSelector = true') &&
!workflowIndex.includes("if (type === 'personal') {\\n this.showPersonalDialog = true"),
'选择客户类型后应先打开客户号查询弹窗,而不是直接打开新增弹窗'
)
assert(
workflowIndex.includes('handleCustomerMapSelect') &&
workflowIndex.includes('this.selectedCustomerMap = row') &&
workflowIndex.includes('this.showPersonalDialog = true') &&
workflowIndex.includes('this.showCorporateDialog = true'),
'选择客户内码后未打开对应新增弹窗'
)
```
- [ ] **Step 2: Run the test to verify it fails**
Run:
```bash
zsh -lic 'nvm use 14.21.3 >/dev/null && npm --prefix ruoyi-ui run test:customer-map-selection'
```
Expected: FAIL because the list page does not yet use the selector.
- [ ] **Step 3: Update `index.vue` template and script**
Add component usage after the customer type selector:
```vue
<customer-map-selector
:visible.sync="showCustomerMapSelector"
:customer-type="selectedCustomerType"
@select="handleCustomerMapSelect"
/>
```
Pass the selected record into both create dialogs:
```vue
<personal-create-dialog
:visible.sync="showPersonalDialog"
:customer-map="selectedCustomerMap"
@success="handleCreateSuccess"
/>
<corporate-create-dialog
:visible.sync="showCorporateDialog"
:customer-map="selectedCustomerMap"
@success="handleCreateSuccess"
/>
```
Import and register the selector:
```js
import CustomerMapSelector from "./components/CustomerMapSelector"
```
Add state:
```js
showCustomerMapSelector: false,
selectedCustomerType: undefined,
selectedCustomerMap: null,
```
Change `handleSelectType`:
```js
handleSelectType(type) {
this.selectedCustomerType = type
this.selectedCustomerMap = null
this.showCustomerMapSelector = true
}
```
Add selected-row handler:
```js
handleCustomerMapSelect(row) {
this.selectedCustomerMap = row
if (this.selectedCustomerType === 'personal') {
this.showPersonalDialog = true
} else if (this.selectedCustomerType === 'corporate') {
this.showCorporateDialog = true
}
}
```
Clear selected state when the create flow completes:
```js
handleCreateSuccess() {
this.selectedCustomerMap = null
this.selectedCustomerType = undefined
this.getList()
}
```
Add watchers for dialog close so cancellation also clears the selected record:
```js
watch: {
showPersonalDialog(val) {
if (!val && !this.showCorporateDialog) {
this.selectedCustomerMap = null
this.selectedCustomerType = undefined
}
},
showCorporateDialog(val) {
if (!val && !this.showPersonalDialog) {
this.selectedCustomerMap = null
this.selectedCustomerType = undefined
}
}
}
```
- [ ] **Step 4: Run the parent wiring test**
Run:
```bash
zsh -lic 'nvm use 14.21.3 >/dev/null && npm --prefix ruoyi-ui run test:customer-map-selection'
```
Expected: PASS through parent wiring assertions.
## Task 4: Make Create Dialog Customer Fields Read-Only and Auto-Filled
**Files:**
- Modify: `ruoyi-ui/src/views/loanPricing/workflow/components/PersonalCreateDialog.vue`
- Modify: `ruoyi-ui/src/views/loanPricing/workflow/components/CorporateCreateDialog.vue`
- Modify: `ruoyi-ui/tests/customer-map-selection.test.js`
- [ ] **Step 1: Extend test for create dialog behavior**
Add assertions:
```js
const personalCreateDialog = read('src/views/loanPricing/workflow/components/PersonalCreateDialog.vue')
const corporateCreateDialog = read('src/views/loanPricing/workflow/components/CorporateCreateDialog.vue')
;[
['个人新增弹窗', personalCreateDialog],
['企业新增弹窗', corporateCreateDialog]
].forEach(([name, source]) => {
assert(source.includes('customerMap'), `${name} 缺少 customerMap 入参`)
assert(source.includes(':readonly="true"') || source.includes('readonly'), `${name} 客户内码和客户名称应只读`)
assert(source.includes('this.customerMap.cust_isn'), `${name} 未从 cust_isn 自动带入客户内码`)
assert(source.includes('this.customerMap.cust_name'), `${name} 未从 cust_name 自动带入客户名称`)
assert(source.includes('clearValidate'), `${name} 应清空校验而不是用 resetFields 覆盖已选客户`)
assert(!source.includes('this.resetForm("form")'), `${name} 不应在 reset() 中调用 resetForm("form") 覆盖只读客户字段`)
})
```
- [ ] **Step 2: Run the test to verify it fails**
Run:
```bash
zsh -lic 'nvm use 14.21.3 >/dev/null && npm --prefix ruoyi-ui run test:customer-map-selection'
```
Expected: FAIL because dialogs do not yet consume `customerMap`.
- [ ] **Step 3: Update personal create dialog**
Add prop:
```js
customerMap: {
type: Object,
default: null
}
```
Make customer fields read-only:
```vue
<el-input v-model="form.custIsn" placeholder="请选择客户内码" :readonly="true"/>
<el-input v-model="form.custName" placeholder="请选择客户名称" :readonly="true"/>
```
In `reset()`, initialize from selected row and do not call `this.resetForm("form")`. The existing RuoYi helper delegates to Element UI `resetFields()`, which can restore stale initial values and overwrite the selected read-only customer fields. After assigning the new form object, only clear validation:
```js
reset() {
this.form = {
orgCode: '892000',
runType: '1',
custIsn: this.customerMap ? this.customerMap.cust_isn : undefined,
custName: this.customerMap ? this.customerMap.cust_name : undefined,
idType: undefined,
idNum: undefined,
guarType: undefined,
applyAmt: undefined,
loanPurpose: undefined,
loanTerm: undefined,
bizProof: false,
loanLoop: false,
collType: undefined,
collThirdParty: false
}
this.submitting = false
this.$nextTick(() => {
if (this.$refs.form) {
this.$refs.form.clearValidate()
}
})
}
```
Keep existing required validation for `custIsn` and `custName`.
- [ ] **Step 4: Update corporate create dialog**
Apply the same prop, read-only inputs, and `reset()` initialization to `CorporateCreateDialog.vue`. Do not call `this.resetForm("form")` in the corporate dialog reset path; assign the new form object with `custIsn` and `custName` from `customerMap`, then use `this.$refs.form.clearValidate()` inside `$nextTick()`.
- [ ] **Step 5: Run the create dialog test**
Run:
```bash
zsh -lic 'nvm use 14.21.3 >/dev/null && npm --prefix ruoyi-ui run test:customer-map-selection'
```
Expected: PASS through create dialog assertions.
## Task 5: Frontend Verification
**Files:**
- Verify only, no new source files.
- [ ] **Step 1: Run focused customer-map test**
Run:
```bash
zsh -lic 'nvm use 14.21.3 >/dev/null && npm --prefix ruoyi-ui run test:customer-map-selection'
```
Expected: PASS.
- [ ] **Step 2: Run affected existing frontend tests**
Run:
```bash
zsh -lic 'nvm use 14.21.3 >/dev/null && npm --prefix ruoyi-ui run test:personal-create-input-params && npm --prefix ruoyi-ui run test:corporate-create-input-params && node ruoyi-ui/tests/workflow-index-refresh.test.js'
```
Expected: PASS.
- [ ] **Step 3: Build frontend**
Run:
```bash
zsh -lic 'nvm use 14.21.3 >/dev/null && npm --prefix ruoyi-ui run build:prod'
```
Expected: build succeeds.
- [ ] **Step 4: Browser verification after backend and frontend are running**
Use the real application page, not a prototype page:
1. Open the workflow list page.
2. Click “新增”.
3. Select “个人客户”.
4. Confirm the customer-id query dialog opens.
5. Query any customer number.
6. Select one result row.
7. Confirm the personal create dialog opens and `客户内码` / `客户名称` are auto-filled and read-only.
8. Fill the remaining required fields and submit.
9. Repeat the same flow for “企业客户”.
10. Close and reopen the create flow at least once with a second selected row, and confirm the new row's `cust_isn` / `cust_name` replace the previous values in the create dialog.
11. Confirm both created records appear in the list or detail page.
Expected: both personal and corporate flows pass through customer-map selection before creation.
- [ ] **Step 5: Cleanup test processes**
Stop any backend or frontend processes started for verification before ending the task.
- [ ] **Step 6: Commit frontend work**
Use a Chinese commit message and avoid unrelated dirty files:
```bash
git status --short
git add ruoyi-ui/src/api/loanPricing/workflow.js \
ruoyi-ui/src/views/loanPricing/workflow/components/CustomerMapSelector.vue \
ruoyi-ui/src/views/loanPricing/workflow/index.vue \
ruoyi-ui/src/views/loanPricing/workflow/components/PersonalCreateDialog.vue \
ruoyi-ui/src/views/loanPricing/workflow/components/CorporateCreateDialog.vue \
ruoyi-ui/package.json \
ruoyi-ui/tests/customer-map-selection.test.js
git commit -m "新增客户号查询选择前端流程"
```
Do not commit screenshots, browser traces, temporary spreadsheets, or generated test data.
## Task 6: Final End-to-End Verification and Implementation Record
**Files:**
- Create: `doc/implementation-report-2026-04-29-customer-map-selection.md`
- [ ] **Step 1: Run backend and frontend verification together**
After backend and frontend implementation are both complete:
```bash
mvn -pl ruoyi-loan-pricing -am -Dtest=CustomerMapRecordVOTest,LoanPricingCustomerMapServiceTest,LoanRatePricingMockControllerCustomerMapTest,LoanPricingWorkflowControllerCustomerMapTest,LoanPricingModelServiceTest,LoanPricingWorkflowServiceImplTest -Dsurefire.failIfNoSpecifiedTests=false test
zsh -lic 'nvm use 14.21.3 >/dev/null && npm --prefix ruoyi-ui run test:customer-map-selection && npm --prefix ruoyi-ui run test:personal-create-input-params && npm --prefix ruoyi-ui run test:corporate-create-input-params && node ruoyi-ui/tests/workflow-index-refresh.test.js'
```
Expected: all tests pass.
- [ ] **Step 2: Complete browser verification**
Run the browser flow from Task 5 for both personal and corporate customers. Confirm the backend API response wrapper is still the existing RuoYi wrapper while records inside `data` keep underscore fields.
- [ ] **Step 3: Write implementation report**
Create `doc/implementation-report-2026-04-29-customer-map-selection.md` with:
```markdown
# 2026-04-29 客户号查询选择客户内码实施记录
## 修改内容
- 后端新增个人/企业客户号映射业务接口。
- 后端新增个人/企业客户号映射 mock 接口。
- 配置文件新增 `customer-map` 个人/企业地址并指向本项目 mock。
- 前端新增客户号查询选择弹窗。
- 个人/企业新增流程改为先查询客户号、选择客户内码,再打开新增弹窗。
- 新增弹窗客户内码和客户名称由选中记录自动带入并只读。
## 验证结果
- 后端测试:填写实际执行命令和通过/失败结果。
- 前端测试:填写实际执行命令和通过/失败结果。
- 真实页面验证:填写个人、企业两条浏览器验证流程和结果。
- 进程清理:填写本次启动的前后端进程是否已关闭。
```
- [ ] **Step 4: Commit implementation report**
```bash
git add doc/implementation-report-2026-04-29-customer-map-selection.md
git commit -m "补充客户号映射选择实施记录"
```

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# 业务种类与历史贷款利率设计
## 背景
利率定价流程新增时,当前页面已经支持先选择客户类型,再通过客户号查询选择客户内码,最后打开个人或企业新增弹窗。新需求要求在新增流程时增加两个字段:
- 业务种类
- 历史贷款利率
字段和接口规则以 `doc/上虞_客户内码客户_历史利率_映射表.xlsx` 的“历史贷款合同查询选择”sheet 以及 `doc/利率定价接口.txt` 的历史合同查询接口为准。
## 已确认规则
- 个人客户和企业客户新增流程同时增加业务种类和历史贷款利率。
- 业务种类选项为:新客、存量新增、存量转贷。
- 业务种类需要保存到流程表,并在详情页展示。
- 业务种类只用于前端判断是否触发历史合同查询,不作为模型入参上传。
- 仅当业务种类选择“存量转贷”时,查询历史贷款合同。
- 存量转贷必须选择一条历史合同记录;未查询到历史合同、未选择历史合同或历史贷款利率为空时,禁止提交。
- 历史贷款利率需要保存到流程表。
- 发起利率定价的模型调用入参需要新增历史贷款利率字段。
- 历史合同查询列表展示 Excel 中“历史贷款合同查询选择”sheet 的全部返回字段,并由用户单选一条。
## 推荐方案
采用后端代理历史合同查询、前端弹窗单选的方案。
前端负责业务种类交互、触发查询、展示历史合同列表、单选回填历史贷款利率和提交前拦截。后端负责代理外部历史合同接口、统一错误处理、保存新增字段,以及在模型调用中传递历史贷款利率。
不采用前端直接调用外部网关地址的方案,避免把外部地址和 `appCode` 暴露到前端,也避免错误处理分散。
不采用进入新增弹窗前先查询历史合同的方案,因为只有存量转贷需要历史合同,前置查询会让新客和存量新增多走不必要步骤。
## 数据流
新增流程保持现有主路径:
1. 列表页点击新增。
2. 选择个人客户或企业客户。
3. 客户号查询并选择客户内码。
4. 打开个人或企业新增弹窗。
5. 在贷款信息中选择业务种类。
6. 若业务种类为新客或存量新增,直接填写其他字段并提交。
7. 若业务种类为存量转贷,前端用当前客户内码查询历史合同。
8. 前端弹出历史贷款合同选择列表。
9. 用户单选一条历史合同。
10. 前端回填该行历史贷款利率。
11. 提交创建接口。
12. 后端保存业务种类和历史贷款利率。
13. 后端调用模型时只把历史贷款利率带入模型请求。
## 历史合同查询接口设计
新增后端业务接口:
```text
GET /loanPricing/workflow/history-contract?custIsn=...
```
接口职责:
1. 校验 `custIsn` 非空。
2. 读取历史合同外部接口配置。
3. 使用 GET 调用外部接口,请求参数名为 `cust_isn`
4. 解析外部接口返回列表。
5. 返回给前端的字段保持下划线命名。
新增配置:
```yaml
loan-rate-history:
url: http://552f7aff0acd4c09ac3b83dbfee57fa0.apigateway.res.dc-pdt-zj96596.com/shangyu_loan_rate_history?appCode=1a89fa84abda480ba93ed73fd01ffd07
```
配置值只保存接口基址和固定 `appCode`,不包含 `cust_isn=`。代码统一通过 `UriComponentsBuilder.queryParam("cust_isn", custIsn)` 追加客户内码,避免重复参数或拼接错误。
开发和测试环境可指向本项目 mock 接口;生产配置使用真实外部接口地址。
## 历史合同返回字段
新增 `HistoryLoanContractVO`JSON 字段按 Excel 保持下划线命名:
| 字段 | 名称 | 用途 |
| --- | --- | --- |
| `cust_isn` | 客户内码 | 前端展示 |
| `loan_contract_history` | 历史贷款合同号 | 前端展示 |
| `guar_type_history` | 历史贷款担保方式 | 前端展示 |
| `product_code_history` | 历史贷款产品代码 | 前端展示 |
| `loan_rate_history` | 历史贷款利率 | 前端展示,用户选择后作为后续参数 |
| `loan_amount_history` | 历史贷款金额 | 前端展示 |
| `loan_sign_date_history` | 历史贷款签订时间 | 前端展示 |
## 创建接口和数据模型
个人创建 DTO `PersonalLoanPricingCreateDTO` 新增:
- `businessType`
- `loanRateHistory`
企业创建 DTO `CorporateLoanPricingCreateDTO` 新增:
- `businessType`
- `loanRateHistory`
校验规则:
- `businessType` 必填。
- `businessType` 只能是新客、存量新增、存量转贷。
- `businessType=存量转贷` 时,`loanRateHistory` 必填。
- `businessType` 为新客或存量新增时,不要求 `loanRateHistory`
流程实体 `LoanPricingWorkflow` 新增:
- `businessType`
- `loanRateHistory`
转换器 `LoanPricingConverter` 需要同步更新:
- `toEntity(PersonalLoanPricingCreateDTO dto)` 映射 `businessType``loanRateHistory`
- `toEntity(CorporateLoanPricingCreateDTO dto)` 映射 `businessType``loanRateHistory`
这两个字段必须先写入 `LoanPricingWorkflow`,后续详情展示和模型入参才会闭环。
数据库 `loan_pricing_workflow` 新增:
```sql
ALTER TABLE `loan_pricing_workflow`
ADD COLUMN `business_type` varchar(20) DEFAULT NULL COMMENT '业务种类' AFTER `loan_purpose`,
ADD COLUMN `loan_rate_history` varchar(100) DEFAULT NULL COMMENT '历史贷款利率' AFTER `business_type`;
```
需要同步更新独立 schema SQL 和生产初始化 SQL 中的 `loan_pricing_workflow` 表结构。
跨字段校验放在创建服务层统一处理,不只依赖 DTO 注解:
- 创建个人流程前校验业务种类。
- 创建企业流程前校验业务种类。
- `businessType` 必须是新客、存量新增、存量转贷之一。
- `businessType=存量转贷` 时,`loanRateHistory` 必须非空。
- 校验通过后才允许入库和触发模型调用。
这样可以拦截绕过前端直接调用创建接口的请求。
## 模型入参
模型入参 `ModelInvokeDTO` 新增:
- `loanRateHistory`
`LoanPricingModelService` 仍按现有方式从 `LoanPricingWorkflow` 复制属性到 `ModelInvokeDTO`。由于 `LoanPricingWorkflow``ModelInvokeDTO` 字段同名,历史贷款利率会进入模型请求。
`businessType` 不添加到 `ModelInvokeDTO`,不进入模型请求。
`ModelService` 仍使用现有 `application/x-www-form-urlencoded` 请求方式,不调整模型调用协议。
## 前端交互
个人和企业新增弹窗都在“贷款信息”区域增加:
- 业务种类:下拉框,选项为新客、存量新增、存量转贷。
- 历史贷款利率:只读输入框,仅当业务种类为存量转贷时展示或启用。
业务种类选择逻辑:
- 选择新客:清空已选历史合同和历史贷款利率。
- 选择存量新增:清空已选历史合同和历史贷款利率。
- 选择存量转贷:使用当前 `custIsn` 查询历史贷款合同,并打开历史合同选择弹窗。
历史贷款合同选择弹窗:
- 宽度沿用客户号查询弹窗的 80%。
- 表格首列为单选框。
- 表格展示客户内码、历史贷款合同号、历史贷款担保方式、历史贷款产品代码、历史贷款利率、历史贷款金额、历史贷款签订时间。
- 用户选择一条记录后点击确定。
- 确定后关闭弹窗,并将该行 `loan_rate_history` 回填到新增表单的 `loanRateHistory`
提交逻辑:
- 业务种类始终必填。
- 存量转贷时必须已选择历史合同。
- 存量转贷时 `loanRateHistory` 为空则禁止提交。
- 新客和存量新增提交时不需要历史贷款利率。
## 详情展示
个人详情和企业详情都需要展示:
- 业务种类
- 历史贷款利率
展示位置放在现有贷款信息或基础信息区域,字段值来自 `loanPricingWorkflow.businessType``loanPricingWorkflow.loanRateHistory`
若历史贷款利率为空,详情页按现有详情页空值展示方式显示。
## 异常处理
- 前端业务种类为空:提示“请选择业务种类”。
- 存量转贷未选择历史合同:提示“请选择历史贷款合同”,禁止提交。
- 存量转贷历史合同返回空列表:提示“未查询到历史贷款合同”,禁止提交。
- 历史合同查询失败:展示后端返回错误,保留当前新增弹窗,不提交。
- 后端历史合同接口 `custIsn` 为空:返回“客户内码不能为空”。
- 外部历史合同接口无返回或返回错误:后端抛出业务异常。
- 创建接口收到存量转贷但历史贷款利率为空:后端返回业务错误。
## Mock 接口
为本地开发和真实页面测试新增历史合同 mock
```text
GET /rate/pricing/mock/history-contract?cust_isn=...
```
mock 接口返回 1 条或多条历史合同记录,字段使用历史合同返回字段中的下划线名称。
mock 需要提供固定测试场景:
- 常规 `cust_isn` 返回 1 条或多条带 `loan_rate_history` 的历史合同。
- 固定 `cust_isn` 返回空列表,用于验证“未查询到历史贷款合同”。
- 固定 `cust_isn` 返回记录但 `loan_rate_history` 为空,用于验证前端和后端禁止提交。
开发和测试 profile 的 `loan-rate-history.url` 可配置为本项目 mock 地址。
## 测试方案
### 后端验证
- 历史合同查询接口正常返回下划线字段。
- 历史合同查询接口缺少 `custIsn` 时返回错误。
- 历史合同外部接口返回空列表时,前端可收到空列表并拦截提交。
- 个人创建接口 `businessType=存量转贷` 且缺少 `loanRateHistory` 时返回错误。
- 企业创建接口 `businessType=存量转贷` 且缺少 `loanRateHistory` 时返回错误。
- 个人创建接口 `businessType` 缺失时返回错误。
- 企业创建接口 `businessType` 缺失时返回错误。
- 个人创建接口 `businessType` 非法值时返回错误。
- 企业创建接口 `businessType` 非法值时返回错误。
- 个人创建接口 `businessType=新客` 且无 `loanRateHistory` 时正常保存。
- 企业创建接口 `businessType=新客` 且无 `loanRateHistory` 时正常保存。
- 个人创建接口 `businessType=存量新增` 且无 `loanRateHistory` 时正常保存。
- 企业创建接口 `businessType=存量新增` 且无 `loanRateHistory` 时正常保存。
- 个人创建接口 `businessType=存量转贷``loanRateHistory` 为空字符串时返回错误。
- 企业创建接口 `businessType=存量转贷``loanRateHistory` 为空字符串时返回错误。
- 个人创建接口带业务种类和历史贷款利率时正常保存。
- 企业创建接口带业务种类和历史贷款利率时正常保存。
- 模型调用请求包含 `loanRateHistory`
- 模型调用请求不包含 `businessType`
### 前端验证
- 个人新增弹窗展示业务种类和历史贷款利率。
- 企业新增弹窗展示业务种类和历史贷款利率。
- 业务种类为新客时不触发历史合同查询。
- 业务种类为存量新增时不触发历史合同查询。
- 业务种类为存量转贷时触发历史合同查询。
- 历史合同弹窗展示全部 7 个返回字段。
- 历史合同弹窗只允许单选一条。
- 选择历史合同后回填历史贷款利率。
- 历史合同返回空列表时提示“未查询到历史贷款合同”,并禁止提交。
- 历史合同返回记录但 `loan_rate_history` 为空时,不能把空值作为有效选择提交。
- 业务种类从存量转贷切换到新客或存量新增时,清空历史贷款利率。
- 存量转贷未选择历史合同时禁止提交。
### 真实页面验证
按照项目规则,页面功能开发完成后必须启动前端页面,并用浏览器打开真实利率定价流程页面验证,禁止打开 prototype 页面。
真实页面至少覆盖:
1. 个人新客新增并提交。
2. 个人存量新增新增并提交。
3. 个人存量转贷查询历史合同、单选、回填历史贷款利率、提交、详情展示。
4. 企业新客新增并提交。
5. 企业存量新增新增并提交。
6. 企业存量转贷查询历史合同、单选、回填历史贷款利率、提交、详情展示。
7. 存量转贷不选择历史合同直接提交时被拦截。
测试结束后关闭本次测试启动的前端和后端进程。
## 不在本次范围
- 不修改客户号与客户内码映射流程。
- 不改变模型调用协议。
- 不把业务种类作为模型入参。
- 不新增历史合同落库明细表。
- 不保存完整历史合同记录,只保存用户选择后的历史贷款利率。

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@@ -0,0 +1,164 @@
# 客户号查询选择客户内码设计
## 背景
在利率定价流程新增时,现有页面流程为:
1. 列表页点击“新增”。
2. 选择个人客户或企业客户。
3. 直接打开对应新增弹窗。
4. 用户手工输入客户内码和客户名称。
新需求要求在选择个人或企业后,先根据客户号调用映射接口查询客户信息,由用户从返回结果中选择一条客户内码,再自动带入新增弹窗。映射接口请求和返回字段以 `doc/上虞_客户内码客户_历史利率_映射表.xlsx` 的“客户号与客户内码映射”sheet 为准。
本次设计只覆盖客户号映射查询、选择和自动带入,不调整模型测算接口调用逻辑,不新增数据库字段,不改变现有流程创建接口的请求结构。
## 已确认规则
- 个人和企业分别有客户号映射接口地址。
- 当前先在本项目内新增两个 mock 接口,不直接调用生产网关。
- 配置文件新增客户号映射接口地址,当前配置指向本项目 mock 接口。
- mock 接口随机返回 1 条或多条客户映射数据。
- 后端业务接口返回给前端的字段保持下划线命名。
- 用户选择客户映射记录后,新增弹窗自动填入客户内码和客户名称。
- 新增弹窗中的客户内码和客户名称改为只读。
- 其余新增流程字段和提交接口保持现状。
## 接口字段
客户号映射请求参数:
| 字段 | 名称 |
| --- | --- |
| `cust_id` | 客户号 |
客户号映射返回字段:
| 字段 | 名称 | 用途 |
| --- | --- | --- |
| `cust_id` | 客户号 | 前端展示 |
| `cust_isn` | 客户内码 | 用户选择后作为流程创建入参 `custIsn` |
| `cust_name` | 客户名称 | 用户选择后作为流程创建入参 `custName` |
| `faith_day` | 用信天数 | 前端展示,辅助判断 |
| `balance_avg` | 存款年日均 | 前端展示,辅助判断 |
| `loan_count_his` | 历史贷款次数 | 前端展示,辅助判断 |
| `last_loan_date` | 上次贷款日期 | 前端展示,辅助判断 |
## 后端设计
新增客户号映射查询业务接口:
- `GET /loanPricing/workflow/customer-map/personal?custId=...`
- `GET /loanPricing/workflow/customer-map/corporate?custId=...`
业务接口职责:
1. 校验 `custId` 非空。
2. 根据个人或企业读取对应配置地址。
3. 使用 GET 调用配置地址,请求 mock 时传参名为 `cust_id`
4. 解析 mock 返回结果。
5. 返回给前端的客户映射数据字段保持下划线,不转 camelCase。
新增 mock 接口:
- `GET /rate/pricing/mock/customer-map/personal?cust_id=...`
- `GET /rate/pricing/mock/customer-map/corporate?cust_id=...`
mock 接口职责:
1. 校验 `cust_id` 非空。
2. 随机生成 1 条或多条客户映射记录。
3. 返回字段使用 `cust_id``cust_isn``cust_name``faith_day``balance_avg``loan_count_his``last_loan_date`
新增配置节点:
```yaml
customer-map:
personal-url: http://localhost:63310/rate/pricing/mock/customer-map/personal
corporate-url: http://localhost:63310/rate/pricing/mock/customer-map/corporate
```
配置节点与现有 `model.personal-url``model.corporate-url` 分开,避免客户号映射接口和模型测算接口混用。需要启动的 profile 均应包含该配置,当前统一指向本项目 mock 地址。
## 前端设计
新增一个客户号查询选择弹窗组件,个人和企业共用,通过 `customerType` 区分调用个人或企业查询接口。
弹窗内容:
- 输入框:客户号。
- 按钮:查询。
- 表格列:客户号、客户内码、客户名称、用信天数、存款年日均、历史贷款次数、上次贷款日期。
- 操作列:选择。
新增流程:
1. 列表页点击“新增”。
2. 打开现有客户类型选择弹窗。
3. 用户选择个人客户或企业客户。
4. 打开客户号查询选择弹窗。
5. 用户输入客户号并点击查询。
6. 前端调用对应业务接口。
7. 用户从结果表格选择一条客户映射记录。
8. 前端关闭查询选择弹窗,打开对应新增弹窗。
9. 新增弹窗将 `cust_isn` 带入 `custIsn`,将 `cust_name` 带入 `custName`
10. 新增弹窗中客户内码和客户名称只读。
11. 用户继续填写其余字段并提交。
个人和企业新增弹窗需要增加一个入参,用于接收选中的客户映射记录。弹窗重置时清空本次客户选择,下一次新增必须重新查询选择。
现有创建接口保持不变:
- `POST /loanPricing/workflow/create/personal`
- `POST /loanPricing/workflow/create/corporate`
提交时仍只提交现有流程创建字段,不提交 `faith_day``balance_avg``loan_count_his``last_loan_date`
## 异常处理
- 客户号为空:前端拦截,提示“请输入客户号”。
- 后端业务接口收到空 `custId`:返回参数错误。
- mock 接口收到空 `cust_id`:返回参数错误。
- 映射接口调用失败:后端返回错误,前端展示接口错误提示。
- 映射接口返回空列表:前端提示“未查询到客户信息”。
- 用户没有选择客户映射记录:不打开新增弹窗。
- 新增弹窗中的客户内码、客户名称虽然只读,但保留必填校验,防止异常状态提交空值。
## 测试方案
后端验证:
- 个人客户映射查询接口正常返回下划线字段。
- 企业客户映射查询接口正常返回下划线字段。
- 缺少 `custId` 时返回参数错误。
- mock 个人接口返回随机客户映射列表。
- mock 企业接口返回随机客户映射列表。
- 配置读取个人和企业映射地址,不复用模型测算地址。
前端验证:
- 客户号为空时点击查询,提示“请输入客户号”。
- 个人客户类型下调用个人映射查询接口。
- 企业客户类型下调用企业映射查询接口。
- 查询结果表格展示全部返回字段。
- 选择一条结果后,个人新增弹窗自动带入 `custIsn``custName`,且两项只读。
- 选择一条结果后,企业新增弹窗自动带入 `custIsn``custName`,且两项只读。
- 关闭新增弹窗后再次新增,需要重新查询客户号。
真实页面验证:
1. 启动后端进程,确保最新代码生效。
2. 启动前端页面。
3. 使用浏览器进入利率定价流程列表。
4. 跑通个人客户新增:新增 -> 选择个人 -> 查询客户号 -> 选择客户内码 -> 新增弹窗只读带入 -> 填写其余字段 -> 提交。
5. 跑通企业客户新增:新增 -> 选择企业 -> 查询客户号 -> 选择客户内码 -> 新增弹窗只读带入 -> 填写其余字段 -> 提交。
6. 验证列表或详情中新增流程存在。
7. 测试结束后关闭本次启动的前后端进程。
## 不在本次范围
- 不新增数据库字段。
- 不修改现有流程创建接口请求结构。
- 不把 `faith_day``balance_avg``loan_count_his``last_loan_date` 写入流程表。
- 不调整模型测算个人/企业接口。
- 不直接调用生产网关地址。

BIN
ruoyi-admin/.DS_Store vendored

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View File

@@ -15,6 +15,20 @@
web服务入口
</description>
<repositories>
<repository>
<id>tongweb-releases</id>
<name>TongWeb Maven Releases</name>
<url>https://mvn.elitescloud.com/nexus/repository/maven-releases/</url>
<releases>
<enabled>true</enabled>
</releases>
<snapshots>
<enabled>false</enabled>
</snapshots>
</repository>
</repositories>
<dependencies>
<!-- spring-boot-devtools -->
@@ -40,6 +54,12 @@
<dependency>
<groupId>com.ruoyi</groupId>
<artifactId>ruoyi-framework</artifactId>
<exclusions>
<exclusion>
<groupId>org.springframework.boot</groupId>
<artifactId>spring-boot-starter-tomcat</artifactId>
</exclusion>
</exclusions>
</dependency>
<!-- 定时任务-->
@@ -58,6 +78,18 @@
<dependency>
<groupId>com.ruoyi</groupId>
<artifactId>ruoyi-loan-pricing</artifactId>
<exclusions>
<exclusion>
<groupId>org.springframework.boot</groupId>
<artifactId>spring-boot-starter-tomcat</artifactId>
</exclusion>
</exclusions>
</dependency>
<dependency>
<groupId>com.tongweb.springboot</groupId>
<artifactId>tongweb-spring-boot-starter-3.x</artifactId>
<version>7.0.E.7</version>
</dependency>
<dependency>

View File

@@ -79,7 +79,15 @@ spring:
config:
multi-statement-allow: true
model:
url: http://localhost:63310/rate/pricing/mock/invokeModel
personal-url: http://localhost:63310/rate/pricing/mock/invokeModel/personal
corporate-url: http://localhost:63310/rate/pricing/mock/invokeModel/corporate
customer-map:
personal-url: http://localhost:63310/rate/pricing/mock/customer-map/personal
corporate-url: http://localhost:63310/rate/pricing/mock/customer-map/corporate
loan-rate-history:
url: http://localhost:63310/rate/pricing/mock/history-contract
security:
password-transfer:

View File

@@ -79,7 +79,15 @@ spring:
config:
multi-statement-allow: true
model:
url: http://64.202.32.40:8083/api/service/interface/invokeService/syllcs
personal-url: http://64.202.32.40:8083/api/service/interface/invokeService/syllcs
corporate-url: http://64.202.32.40:8083/api/service/interface/invokeService/sydgllcs
customer-map:
personal-url: http://552f7aff0acd4c09ac3b83dbfee57fa0.apigateway.res.dc-pdt-zj96596.com/shangyu_lilvcesuan_ind_idmapno?appCode=1a89fa84abda480ba93ed73fd01ffd07&cust_id=
corporate-url: http://552f7aff0acd4c09ac3b83dbfee57fa0.apigateway.res.dc-pdt-zj96596.com/shangyu_lilvcesuan_ent_idmapno?appCode=1a89fa84abda480ba93ed73fd01ffd07&cust_id=
loan-rate-history:
url: http://552f7aff0acd4c09ac3b83dbfee57fa0.apigateway.res.dc-pdt-zj96596.com/shangyu_loan_rate_history?appCode=1a89fa84abda480ba93ed73fd01ffd07
security:
password-transfer:

View File

@@ -79,7 +79,15 @@ spring:
config:
multi-statement-allow: true
model:
url: http://localhost:63310/rate/pricing/mock/invokeModel
personal-url: http://localhost:63310/rate/pricing/mock/invokeModel/personal
corporate-url: http://localhost:63310/rate/pricing/mock/invokeModel/corporate
customer-map:
personal-url: http://localhost:63310/rate/pricing/mock/customer-map/personal
corporate-url: http://localhost:63310/rate/pricing/mock/customer-map/corporate
loan-rate-history:
url: http://localhost:63310/rate/pricing/mock/history-contract
security:
password-transfer:

View File

@@ -1,4 +1,9 @@
# 项目相关配置
server:
tongweb:
license:
path: classpath:license.dat
ruoyi:
# 名称
name: RuoYi

View File

@@ -0,0 +1 @@
uc3Y29XJfVtZtZTbmF72t3V405cxamrXBnM0P0vqrrLnJjQ0T0Mt93avL/euwcmvgpWN09qZhbWX25eO9U91ptOrcWNK1XJz6z9waqNC5L40d09ybfrmrDP352Ny76fqyPauv06+ru7f+bTwG99zvHOS8bQvJub/rL3JkoKbfbnZXJmVyVtYwMjPTIjEyQtMsaWMQpnNlNlbkPTX2lTE5EwNsaWOApnNlNlb5cGX3RmVsU9czZQZWFmVhpjcfZGdGVT0yF0Z0LTMDITEwEyLuZFCmVXRl9kYxClPS01ByRXX1Y3b2RmFtRfTUb2ZT12Vi5nVXX1ClRnNpZlcfTnb25mVyVtYuMCPTclRX5FCQVVX0N1VO9DTKYmVD0GlwluZUV1PQpXJk9IYyZVd2FD0K9JZfTWVFd051F4XlcjbWJQpU0tMFZGV19W9ul0atYmPUVk5FVkCWRVV19U9OJTSJQ0X0x0U9VOQLWUWFlTU1lLbSMmSmhkNHlBRrcVdG8kNtUxYCT2RHFTc5lperM2WUFkkvU3M3MzTDBldOlqeTb3YUVGx3VWT1WkaERHhilxOTM0T0l1FrdBS1aUWG4GE5FtaLMyUXZUlz8zM0UnSCs0lDM5RDVFRzJDBzZmOoRkNFdEt6YwNKTkTXA1ZFVXXJT0UlNElD5fTDRTRU5TdU1YdROEL2xUhvV3OLY3bTVmhMpZUJU2QXF2I1VYdxTjWVVm9jZKUPWUMXFHNrFJeJZDU29mM2hKQpUmUVJGIxwwOVSUaXFXQy9JU4cFdlkGJQY4SCYWYjFkJndiaCVFMlNk1QZQTwQWRDJ0th1YMwaHYmEzQrB2aWTTRmpgpOA5dfVkRVd0lPVSUMSUTl9kNFNFTyaWPU0G5mNwaieUdUJ0NiZjNVbnOC90tNYyb2S3djNmh4BidmNlRnBk1PdCShdDYUdS9mNMSiMnYzVml2pSameEY2NStCZtRvU3dloGgvQyU0TmcTlTlMJVYhc3VEp01EpYRwUGNUUWZ5daVxU3blZzg3dnR2UncnR2U4RkU2CkSUc19W5FVTSURVJ0xJ9OXOQ0Q0VG1iU9WFcDYWNktah2M3blbjNlZsZndjOTdXFTFHNQS0SzUE4FVpdqR1dEL2RWgvpMSabVZkJlhRJFRMZUTUJ0NGdwUGbGZitjFE01bZSlRzZHZ4RMUFd2cHhEZqtZbwR2clQUgxFsb0Z1ZFVW5tJvUwWEd2gjVog1eKYUaUdHYK5JUXX1TkVlNJZFUfTET05U5DlDRTVURV9jJi49SmbHR2pU5UFwVUK0ZTBFE5pmd3ZGOEdXppU1VTNEb09UtntCRycUaHUmR1ovVYNGUU1HFy1vVsZXYlBmt1lsNVZDVUNUNyJQeHUXZlF2pzVMVlVjVmNWx2VxWZaUSEh1FlJ0bmRmbENkRV9VWiRVT3R01apMUIMkWjdW8K5JTXX1TkVlNJZFUfTET05U5DlDRTVURV9Ulw49bhMWcW5HdRdZNaK0UEp3AyU0TwY0Wm1md6tDMpN0cDRVBK11aKR0VTZkI3RocKUXRm5Vl6llcpMWaXJXRLZOOaZDOGZ1R0gychWURVJk5JR5VNYXQTl250dGYheFOG1FZog4RFZWMkRmtK1QRCaUclJlNYNFRHSWTFpFUKxYRXX1TkVlNJZFUfTET05U5DlDRTVURV9Hho49T5aTempVMwFhU1b1Vi9HR4YzO1dDNks05HhEQxY2VUZXlMNybyVmVEl3dNlLbYSGbGlWxMVNWUcEZXpVN0w5NVZDVGFUw4NMSUOWbkRjV21QaMbESVhGx1w3MiY1WmJXB6o0NjS1T2tWxjNSeRY0UzV0g2VhR5Z0RWlzkKRMdXX1TkVlNJZFUfTET05U5DlDRTVURV9Hdt49apUHZVNnhlpxQ5MENGNnh1VYN3aDQ2QW5qRqd4K1cXYk9ZdHW4VzeE9XVHB6YmM3Wk1DYwVLdqS1aTNUtjhINicVeUV1JBZRZxTGYWdTVytuepR1QVVXZlNoSVOFdVlVkzRqdPcjOW9HBll6Ota2dHFGV6dtN6c1ekN2UKdwc

View File

@@ -21,6 +21,8 @@ import javax.net.ssl.TrustManager;
import javax.net.ssl.X509TrustManager;
import org.slf4j.Logger;
import org.slf4j.LoggerFactory;
import com.alibaba.fastjson2.JSON;
import com.alibaba.fastjson2.JSONWriter;
import com.ruoyi.common.constant.Constants;
import com.ruoyi.common.utils.StringUtils;
import org.springframework.http.*;
@@ -75,7 +77,7 @@ public class HttpUtils
try
{
String urlNameString = StringUtils.isNotBlank(param) ? url + "?" + param : url;
log.info("sendGet - {}", urlNameString);
log.info("后端外部接口调用开始\n请求URL{}\n请求参数\n{}", urlNameString, formatLogValue(param));
URL realUrl = new URL(urlNameString);
URLConnection connection = realUrl.openConnection();
connection.setRequestProperty("accept", "*/*");
@@ -88,7 +90,8 @@ public class HttpUtils
{
result.append(line);
}
log.info("recv - {}", result);
log.info("后端外部接口调用完成\n请求URL{}\n请求参数\n{}\n返回参数\n{}",
urlNameString, formatLogValue(param), formatLogValue(result));
}
catch (ConnectException e)
{
@@ -150,7 +153,7 @@ public class HttpUtils
StringBuilder result = new StringBuilder();
try
{
log.info("sendPost - {}", url);
log.info("后端外部接口调用开始\n请求URL{}\n请求参数\n{}", url, formatLogValue(param));
URL realUrl = new URL(url);
URLConnection conn = realUrl.openConnection();
conn.setRequestProperty("accept", "*/*");
@@ -169,7 +172,8 @@ public class HttpUtils
{
result.append(line);
}
log.info("recv - {}", result);
log.info("后端外部接口调用完成\n请求URL{}\n请求参数\n{}\n返回参数\n{}",
url, formatLogValue(param), formatLogValue(result));
}
catch (ConnectException e)
{
@@ -219,7 +223,7 @@ public class HttpUtils
String urlNameString = url + "?" + param;
try
{
log.info("sendSSLPost - {}", urlNameString);
log.info("后端外部接口调用开始\n请求URL{}\n请求参数\n{}", urlNameString, formatLogValue(param));
SSLContext sc = SSLContext.getInstance("SSL");
sc.init(null, new TrustManager[] { new TrustAnyTrustManager() }, new java.security.SecureRandom());
URL console = new URL(urlNameString);
@@ -245,7 +249,8 @@ public class HttpUtils
result.append(new String(ret.getBytes(StandardCharsets.ISO_8859_1), StandardCharsets.UTF_8));
}
}
log.info("recv - {}", result);
log.info("后端外部接口调用完成\n请求URL{}\n请求参数\n{}\n返回参数\n{}",
urlNameString, formatLogValue(param), formatLogValue(result));
conn.disconnect();
br.close();
}
@@ -327,7 +332,8 @@ public class HttpUtils
requestEntity,
responseType
);
log.info("---------------------->POST(form-urlencoded) 请求成功URL{},响应结果:{}", url, response.getBody());
log.info("后端外部接口调用完成\n请求URL{}\n请求参数\n{}\n返回参数\n{}",
url, formatLogValue(params), formatLogValue(response.getBody()));
return response.getBody();
} catch (Exception e) {
throw new RuntimeException("POST(form-urlencoded) 请求失败URL" + url + ",异常信息:" + e.getMessage(), e);
@@ -364,10 +370,31 @@ public class HttpUtils
requestEntity,
responseType
);
log.info("---------------------->POST(JSON) 请求成功URL{},响应结果:{}", url, response.getBody());
log.info("后端外部接口调用完成\n请求URL{}\n请求参数\n{}\n返回参数\n{}",
url, formatLogValue(requestBody), formatLogValue(response.getBody()));
return response.getBody();
} catch (Exception e) {
throw new RuntimeException("POST(JSON) 请求失败URL" + url + ",异常信息:" + e.getMessage(), e);
}
}
}
public static String formatLogValue(Object value)
{
if (value == null)
{
return "null";
}
if (value instanceof CharSequence)
{
return value.toString();
}
try
{
return JSON.toJSONString(value, JSONWriter.Feature.PrettyFormat);
}
catch (Exception e)
{
return String.valueOf(value);
}
}
}

View File

@@ -15,6 +15,8 @@ import com.ruoyi.loanpricing.domain.entity.LoanPricingWorkflow;
import com.ruoyi.loanpricing.domain.vo.LoanPricingWorkflowListVO;
import com.ruoyi.loanpricing.domain.vo.LoanPricingWorkflowVO;
import com.ruoyi.loanpricing.service.ILoanPricingWorkflowService;
import com.ruoyi.loanpricing.service.LoanPricingCustomerMapService;
import com.ruoyi.loanpricing.service.LoanRateHistoryService;
import io.swagger.v3.oas.annotations.Operation;
import io.swagger.v3.oas.annotations.Parameter;
import io.swagger.v3.oas.annotations.tags.Tag;
@@ -38,6 +40,12 @@ public class LoanPricingWorkflowController extends BaseController
@Autowired
private ILoanPricingWorkflowService loanPricingWorkflowService;
@Autowired
private LoanPricingCustomerMapService customerMapService;
@Autowired
private LoanRateHistoryService loanRateHistoryService;
/**
* 发起个人客户利率定价流程
*/
@@ -61,6 +69,36 @@ public class LoanPricingWorkflowController extends BaseController
return success(result);
}
/**
* 查询个人客户号映射
*/
@Operation(summary = "查询个人客户号映射")
@GetMapping("/customer-map/personal")
public AjaxResult queryPersonalCustomerMap(@RequestParam("custId") String custId)
{
return success(customerMapService.queryPersonal(custId));
}
/**
* 查询企业客户号映射
*/
@Operation(summary = "查询企业客户号映射")
@GetMapping("/customer-map/corporate")
public AjaxResult queryCorporateCustomerMap(@RequestParam("custId") String custId)
{
return success(customerMapService.queryCorporate(custId));
}
/**
* 查询历史贷款合同
*/
@Operation(summary = "查询历史贷款合同")
@GetMapping("/history-contract")
public AjaxResult queryHistoryContract(@RequestParam("custIsn") String custIsn)
{
return success(loanRateHistoryService.query(custIsn));
}
/**
* 查询利率定价流程列表
*/

View File

@@ -6,15 +6,24 @@ import com.fasterxml.jackson.databind.node.ObjectNode;
import com.ruoyi.common.annotation.Anonymous;
import com.ruoyi.common.core.controller.BaseController;
import com.ruoyi.common.core.domain.AjaxResult;
import com.ruoyi.common.exception.ServiceException;
import com.ruoyi.loanpricing.domain.dto.ModelInvokeDTO;
import com.ruoyi.loanpricing.domain.vo.CustomerMapRecordVO;
import com.ruoyi.loanpricing.domain.vo.HistoryLoanContractVO;
import io.swagger.v3.oas.annotations.Operation;
import io.swagger.v3.oas.annotations.tags.Tag;
import org.springframework.core.io.ClassPathResource;
import org.springframework.util.StringUtils;
import org.springframework.web.bind.annotation.*;
import java.io.InputStream;
import java.time.LocalDate;
import java.util.ArrayList;
import java.util.Collections;
import java.util.List;
import java.util.concurrent.ThreadLocalRandom;
/**
@@ -27,17 +36,60 @@ import java.io.InputStream;
public class LoanRatePricingMockController extends BaseController {
@Anonymous
@Operation(summary = "调用模型获取测算利率")
@PostMapping("/invokeModel")
public AjaxResult invokeModel( ModelInvokeDTO modelInvokeDTO) {
ObjectNode jsonNodes;
if (modelInvokeDTO.getCustType().equals("个人")) {
jsonNodes = loadJsonFromResource("data/retail_output.json");
} else {
jsonNodes = loadJsonFromResource("data/corp_output.json");
}
@Operation(summary = "调用个人模型获取测算利率")
@PostMapping("/invokeModel/personal")
public AjaxResult invokePersonalModel(ModelInvokeDTO modelInvokeDTO) {
return new AjaxResult(10000, "success", loadJsonFromResource("data/retail_output.json"));
}
return new AjaxResult(10000, "success", jsonNodes);
@Anonymous
@Operation(summary = "调用企业模型获取测算利率")
@PostMapping("/invokeModel/corporate")
public AjaxResult invokeCorporateModel(ModelInvokeDTO modelInvokeDTO) {
return new AjaxResult(10000, "success", loadJsonFromResource("data/corp_output.json"));
}
@Anonymous
@Operation(summary = "模拟个人客户号映射查询")
@GetMapping("/customer-map/personal")
public AjaxResult queryPersonalCustomerMap(@RequestParam("cust_id") String custId)
{
return success(randomCustomerMapRecords(custId, "个人客户"));
}
@Anonymous
@Operation(summary = "模拟企业客户号映射查询")
@GetMapping("/customer-map/corporate")
public AjaxResult queryCorporateCustomerMap(@RequestParam("cust_id") String custId)
{
return success(randomCustomerMapRecords(custId, "企业客户"));
}
@Anonymous
@Operation(summary = "模拟历史贷款合同查询")
@GetMapping("/history-contract")
public AjaxResult queryHistoryContract(@RequestParam("cust_isn") String custIsn)
{
String normalizedCustIsn = StringUtils.trimWhitespace(custIsn);
if (!StringUtils.hasText(normalizedCustIsn))
{
throw new ServiceException("客户内码不能为空");
}
if ("EMPTY_HISTORY".equals(normalizedCustIsn))
{
return success(Collections.emptyList());
}
List<HistoryLoanContractVO> records = new ArrayList<>();
HistoryLoanContractVO record = new HistoryLoanContractVO();
record.setCustIsn(normalizedCustIsn);
record.setLoanContractHistory("HT" + normalizedCustIsn);
record.setGuarTypeHistory("信用");
record.setProductCodeHistory("P001");
record.setLoanRateHistory("EMPTY_RATE".equals(normalizedCustIsn) ? "" : "3.65");
record.setLoanAmountHistory("100000");
record.setLoanSignDateHistory(LocalDate.now().minusMonths(6).toString());
records.add(record);
return success(records);
}
private ObjectNode loadJsonFromResource(String resourcePath){
@@ -51,5 +103,52 @@ public class LoanRatePricingMockController extends BaseController {
}
}
private List<CustomerMapRecordVO> randomCustomerMapRecords(String custId, String namePrefix)
{
String normalizedCustId = StringUtils.trimWhitespace(custId);
if (!StringUtils.hasText(normalizedCustId))
{
throw new ServiceException("客户号不能为空");
}
if ("HISTORY_EMPTY".equals(normalizedCustId))
{
CustomerMapRecordVO record = new CustomerMapRecordVO();
record.setCustId(normalizedCustId);
record.setCustIsn("EMPTY_HISTORY");
record.setCustName(namePrefix + "空历史合同");
record.setFaithDay("0");
record.setBalanceAvg("0");
record.setLoanCountHis("0");
record.setLastLoanDate("");
return Collections.singletonList(record);
}
if ("HISTORY_EMPTY_RATE".equals(normalizedCustId))
{
CustomerMapRecordVO record = new CustomerMapRecordVO();
record.setCustId(normalizedCustId);
record.setCustIsn("EMPTY_RATE");
record.setCustName(namePrefix + "空历史利率");
record.setFaithDay("30");
record.setBalanceAvg("10000");
record.setLoanCountHis("1");
record.setLastLoanDate(LocalDate.now().minusMonths(3).toString());
return Collections.singletonList(record);
}
int count = ThreadLocalRandom.current().nextInt(1, 4);
List<CustomerMapRecordVO> records = new ArrayList<>();
for (int i = 1; i <= count; i++)
{
CustomerMapRecordVO record = new CustomerMapRecordVO();
record.setCustId(normalizedCustId);
record.setCustIsn(String.valueOf(81000000000L + ThreadLocalRandom.current().nextInt(1000000)));
record.setCustName(namePrefix + i);
record.setFaithDay(String.valueOf(ThreadLocalRandom.current().nextInt(1, 365)));
record.setBalanceAvg(String.valueOf(ThreadLocalRandom.current().nextInt(10000, 900000)));
record.setLoanCountHis(String.valueOf(ThreadLocalRandom.current().nextInt(0, 10)));
record.setLastLoanDate(LocalDate.now().minusDays(ThreadLocalRandom.current().nextInt(1, 800)).toString());
records.add(record);
}
return records;
}
}

View File

@@ -41,24 +41,31 @@ public class CorporateLoanPricingCreateDTO implements Serializable {
@NotBlank(message = "申请金额不能为空")
private String applyAmt;
@Schema(description = "贷款期限", example = "36")
@Schema(description = "业务种类", requiredMode = Schema.RequiredMode.REQUIRED, example = "存量转贷", allowableValues = {"新客", "存量新增", "存量转贷"})
@NotBlank(message = "业务种类不能为空")
@Pattern(regexp = "^(新客|存量新增|存量转贷)$", message = "业务种类必须是:新客、存量新增、存量转贷之一")
private String businessType;
@Schema(description = "历史贷款利率", example = "3.65")
private String loanRateHistory;
@Schema(description = "还款方式", example = "分期", allowableValues = {"分期", "不分期"})
private String repayMethod;
@Schema(description = "借款期限(年)", requiredMode = Schema.RequiredMode.REQUIRED, example = "3")
@NotBlank(message = "贷款期限不能为空")
private String loanTerm;
@Schema(description = "省农担担保贷款", example = "false")
private String isAgriGuar;
@Schema(description = "绿色贷款", example = "true")
@Schema(description = "绿色贷款", example = "0")
private String isGreenLoan;
@Schema(description = "科技型企业", example = "true")
private String isTechEnt;
@Schema(description = "贸易和建筑业企业标识", example = "0")
private String isTradeBuildEnt;
@Schema(description = "贸易和建筑业企业标识", example = "false")
private String isTradeConstruction;
@Schema(description = "抵质押类型", example = "一类")
@Schema(description = "抵质押类型", example = "一类", allowableValues = {"一类", "二类", "三类", "四类", "其他", "存单质押"})
@Pattern(regexp = "^(一类|二类|三类|四类|其他|存单质押)$", message = "抵质押类型必须是:一类、二类、三类、四类、其他、存单质押之一")
private String collType;
@Schema(description = "抵质押物是否三方所有", example = "false")
@Schema(description = "抵质押物是否三方所有", example = "0")
private String collThirdParty;
}

View File

@@ -79,6 +79,12 @@ public class ModelInvokeDTO {
*/
private String loanTerm;
/**
* 还款方式(非必填)
* 可选值:分期/不分期
*/
private String repayMethod;
/**
* 净身企业(非必填)
* 可选值true/false
@@ -98,10 +104,10 @@ public class ModelInvokeDTO {
private String isManufacturing;
/**
* 省农担担保贷款(非必填)
* 可选值:true/false
* 绿色贷款(非必填)
* 可选值:0/1
*/
private String isAgriGuar;
private String isGreenLoan;
/**
* 是否纳税信用等级A级非必填
@@ -137,7 +143,7 @@ public class ModelInvokeDTO {
/**
* 抵质押类型(非必填)
* 可选值:一类/二类/三类
* 可选值:一类/二类/三类/四类
*/
private String collType;
@@ -147,6 +153,11 @@ public class ModelInvokeDTO {
*/
private String collThirdParty;
/**
* 历史贷款利率
*/
private String loanRateHistory;
// /**
// * 贷款利率(必填)
// */
@@ -167,4 +178,10 @@ public class ModelInvokeDTO {
*/
private String idNum;
/**
* 贸易和建筑业企业(非必填)
* 可选值0/1
*/
private String isTradeBuildEnt;
}

View File

@@ -46,6 +46,14 @@ public class PersonalLoanPricingCreateDTO implements Serializable {
@Pattern(regexp = "^(consumer|business)$", message = "贷款用途必须是consumer、business之一")
private String loanPurpose;
@Schema(description = "业务种类", requiredMode = Schema.RequiredMode.REQUIRED, example = "存量转贷", allowableValues = {"新客", "存量新增", "存量转贷"})
@NotBlank(message = "业务种类不能为空")
@Pattern(regexp = "^(新客|存量新增|存量转贷)$", message = "业务种类必须是:新客、存量新增、存量转贷之一")
private String businessType;
@Schema(description = "历史贷款利率", example = "3.65")
private String loanRateHistory;
@Schema(description = "借款期限(年)", requiredMode = Schema.RequiredMode.REQUIRED, example = "3")
@NotBlank(message = "借款期限不能为空")
private String loanTerm;

View File

@@ -69,6 +69,11 @@ public class LoanPricingWorkflow implements Serializable
*/
private String loanTerm;
/**
* 还款方式: 分期/不分期
*/
private String repayMethod;
/** 净身企业: true/false */
private String isCleanEnt;
@@ -78,24 +83,17 @@ public class LoanPricingWorkflow implements Serializable
/** 制造业企业: true/false */
private String isManufacturing;
/** 省农担担保贷款: true/false */
private String isAgriGuar;
/**
* 贸易和建筑业企业标识: true/false
*/
private String isTradeConstruction;
@TableField("is_trade_construction")
private String isTradeBuildEnt;
/**
* 绿色贷款: true/false
*/
private String isGreenLoan;
/**
* 科技型企业: true/false
*/
private String isTechEnt;
/** 是否纳税信用等级A级: true/false */
private String isTaxA;
@@ -105,13 +103,19 @@ public class LoanPricingWorkflow implements Serializable
/** 贷款用途: consumer-消费/business-经营 */
private String loanPurpose;
/** 业务种类: 新客/存量新增/存量转贷 */
private String businessType;
/** 历史贷款利率 */
private String loanRateHistory;
/** 是否有经营佐证: true/false */
private String bizProof;
/** 循环功能: true/false */
private String loanLoop;
/** 抵质押类型: 一线/一类/类 */
/** 抵质押类型: 一类/二类/三类/类 */
private String collType;
/** 抵质押物是否三方所有: true/false */

View File

@@ -31,6 +31,8 @@ public class ModelCorpOutputFields {
private String idType;
// 证件号码
private String idNum;
// 还款方式
private String repayMethod;
// 基准利率
private String baseLoanRate;
// 我行首贷客户
@@ -65,8 +67,6 @@ public class ModelCorpOutputFields {
private String midEntEleDdc;
// 中间业务_企业_水费代扣
private String midEntWaterDdc;
// 中间业务_企业_税务代扣
private String midEntTax;
// BP_中间业务
private String bpMid;
// 代发工资户数
@@ -79,12 +79,12 @@ public class ModelCorpOutputFields {
private String isCleanEnt;
// 开立基本结算账户
private String hasSettleAcct;
// 省农担担保贷款
private String isAgriGuar;
// 绿色贷款
private String isGreenLoan;
// 科技型企业
private String isTechEnt;
// 贸易和建筑业企业
private String isTradeBuildEnt;
// BP_企业客户类别
private String bpEntType;
// TOTAL_BP_关联度
@@ -109,8 +109,6 @@ public class ModelCorpOutputFields {
private String prinOverdue;
// 利息逾期
private String interestOverdue;
// 信用卡逾期
private String cardOverdue;
// BP_灰名单与逾期
private String bpGreyOverdue;
// TOTAL_BP_风险度
@@ -119,6 +117,16 @@ public class ModelCorpOutputFields {
private String totalBp;
// 测算利率
private String calculateRate;
// 历史利率
private String loanRateHistory;
// 产品最低利率下限
private String minRateProduct;
// 平滑幅度
private String smoothRange;
// 最终测算利率
private String finalCalculateRate;
// 参考利率
private String referenceRate;
@TableField(fill = FieldFill.INSERT)
private Date createTime;

View File

@@ -41,6 +41,9 @@ public class ModelRetailOutputFields {
// 基准利率
private String baseLoanRate;
// 灰黑名单客户
private String greyBlackCust;
// 我行首贷客户
private String isFirstLoan;

View File

@@ -0,0 +1,35 @@
package com.ruoyi.loanpricing.domain.vo;
import com.fasterxml.jackson.annotation.JsonProperty;
import java.io.Serializable;
import lombok.Data;
/**
* 客户号与客户内码映射记录。
*/
@Data
public class CustomerMapRecordVO implements Serializable
{
private static final long serialVersionUID = 1L;
@JsonProperty("cust_id")
private String custId;
@JsonProperty("cust_isn")
private String custIsn;
@JsonProperty("cust_name")
private String custName;
@JsonProperty("faith_day")
private String faithDay;
@JsonProperty("balance_avg")
private String balanceAvg;
@JsonProperty("loan_count_his")
private String loanCountHis;
@JsonProperty("last_loan_date")
private String lastLoanDate;
}

View File

@@ -0,0 +1,31 @@
package com.ruoyi.loanpricing.domain.vo;
import com.fasterxml.jackson.annotation.JsonProperty;
import java.io.Serializable;
import lombok.Data;
@Data
public class HistoryLoanContractVO implements Serializable {
private static final long serialVersionUID = 1L;
@JsonProperty("cust_isn")
private String custIsn;
@JsonProperty("loan_contract_history")
private String loanContractHistory;
@JsonProperty("guar_type_history")
private String guarTypeHistory;
@JsonProperty("product_code_history")
private String productCodeHistory;
@JsonProperty("loan_rate_history")
private String loanRateHistory;
@JsonProperty("loan_amount_history")
private String loanAmountHistory;
@JsonProperty("loan_sign_date_history")
private String loanSignDateHistory;
}

View File

@@ -0,0 +1,96 @@
package com.ruoyi.loanpricing.service;
import com.fasterxml.jackson.annotation.JsonIgnoreProperties;
import com.ruoyi.common.exception.ServiceException;
import com.ruoyi.common.utils.http.HttpUtils;
import com.ruoyi.loanpricing.domain.vo.CustomerMapRecordVO;
import java.net.URI;
import java.util.Collections;
import java.util.List;
import lombok.Data;
import lombok.extern.slf4j.Slf4j;
import org.springframework.beans.factory.annotation.Value;
import org.springframework.stereotype.Service;
import org.springframework.util.StringUtils;
import org.springframework.web.client.RestTemplate;
import org.springframework.web.util.UriComponentsBuilder;
/**
* 客户号与客户内码映射查询服务。
*/
@Service
@Slf4j
public class LoanPricingCustomerMapService
{
private final RestTemplate restTemplate;
@Value("${customer-map.personal-url}")
private String personalUrl;
@Value("${customer-map.corporate-url}")
private String corporateUrl;
public LoanPricingCustomerMapService()
{
this(new RestTemplate());
}
LoanPricingCustomerMapService(RestTemplate restTemplate)
{
this.restTemplate = restTemplate;
}
LoanPricingCustomerMapService(RestTemplate restTemplate, String personalUrl, String corporateUrl)
{
this.restTemplate = restTemplate;
this.personalUrl = personalUrl;
this.corporateUrl = corporateUrl;
}
public List<CustomerMapRecordVO> queryPersonal(String custId)
{
return query(personalUrl, custId);
}
public List<CustomerMapRecordVO> queryCorporate(String custId)
{
return query(corporateUrl, custId);
}
private List<CustomerMapRecordVO> query(String url, String custId)
{
String normalizedCustId = StringUtils.trimWhitespace(custId);
if (!StringUtils.hasText(normalizedCustId))
{
throw new ServiceException("客户号不能为空");
}
URI uri = UriComponentsBuilder.fromHttpUrl(url)
.queryParam("cust_id", normalizedCustId)
.build()
.encode()
.toUri();
CustomerMapResponse response = restTemplate.getForObject(uri, CustomerMapResponse.class);
log.info("后端外部接口调用完成\n请求URL{}\n请求参数\n{}\n返回参数\n{}",
uri,
HttpUtils.formatLogValue(Collections.singletonMap("cust_id", normalizedCustId)),
HttpUtils.formatLogValue(response));
if (response == null)
{
throw new ServiceException("客户号映射接口无返回");
}
if (response.getCode() != null && response.getCode() != 200)
{
throw new ServiceException(StringUtils.hasText(response.getMsg()) ? response.getMsg() : "客户号映射查询失败");
}
return response.getData() == null ? Collections.emptyList() : response.getData();
}
@Data
@JsonIgnoreProperties(ignoreUnknown = true)
static class CustomerMapResponse
{
private Integer code;
private String msg;
private List<CustomerMapRecordVO> data;
}
}

View File

@@ -1,7 +1,5 @@
package com.ruoyi.loanpricing.service;
import com.alibaba.fastjson2.JSON;
import com.alibaba.fastjson2.JSONObject;
import com.ruoyi.common.utils.bean.BeanUtils;
import com.ruoyi.loanpricing.domain.dto.ModelInvokeDTO;
import com.ruoyi.loanpricing.domain.entity.LoanPricingWorkflow;
@@ -12,7 +10,6 @@ import com.ruoyi.loanpricing.mapper.ModelCorpOutputFieldsMapper;
import com.ruoyi.loanpricing.mapper.ModelRetailOutputFieldsMapper;
import jakarta.annotation.Resource;
import lombok.extern.slf4j.Slf4j;
import org.springframework.scheduling.annotation.Async;
import org.springframework.scheduling.annotation.EnableAsync;
import org.springframework.stereotype.Service;
@@ -64,10 +61,13 @@ public class LoanPricingModelService {
{
normalizePersonalModelInvokeDTO(modelInvokeDTO);
}
JSONObject response = modelService.invokeModel(modelInvokeDTO);
if ("企业".equals(loanPricingWorkflow.getCustType()))
{
normalizeCorporateModelInvokeDTO(modelInvokeDTO);
}
if (loanPricingWorkflow.getCustType().equals("个人")){
// 个人模型
ModelRetailOutputFields modelRetailOutputFields = JSON.parseObject(response.toJSONString(), ModelRetailOutputFields.class);
ModelRetailOutputFields modelRetailOutputFields = modelService.invokePersonalModel(modelInvokeDTO);
modelRetailOutputFieldsMapper.insert(modelRetailOutputFields);
log.info("个人模型调用成功");
LoanPricingWorkflow workflowToUpdate = new LoanPricingWorkflow();
@@ -77,7 +77,7 @@ public class LoanPricingModelService {
log.info("更新流程信息成功");
}else if (loanPricingWorkflow.getCustType().equals("企业")){
// 企业模型
ModelCorpOutputFields modelCorpOutputFields = JSON.parseObject(response.toJSONString(), ModelCorpOutputFields.class);
ModelCorpOutputFields modelCorpOutputFields = modelService.invokeCorporateModel(modelInvokeDTO);
modelCorpOutputFieldsMapper.insert(modelCorpOutputFields);
log.info("企业模型调用成功");
LoanPricingWorkflow workflowToUpdate = new LoanPricingWorkflow();
@@ -95,6 +95,13 @@ public class LoanPricingModelService {
modelInvokeDTO.setCollThirdParty(toZeroOne(modelInvokeDTO.getCollThirdParty()));
}
private void normalizeCorporateModelInvokeDTO(ModelInvokeDTO modelInvokeDTO)
{
modelInvokeDTO.setCollThirdParty(toZeroOne(modelInvokeDTO.getCollThirdParty()));
modelInvokeDTO.setIsGreenLoan(toZeroOne(modelInvokeDTO.getIsGreenLoan()));
modelInvokeDTO.setIsTradeBuildEnt(toZeroOne(modelInvokeDTO.getIsTradeBuildEnt()));
}
private String toZeroOne(String value)
{
if ("true".equals(value) || "1".equals(value))

View File

@@ -0,0 +1,79 @@
package com.ruoyi.loanpricing.service;
import com.fasterxml.jackson.annotation.JsonIgnoreProperties;
import com.ruoyi.common.exception.ServiceException;
import com.ruoyi.common.utils.http.HttpUtils;
import com.ruoyi.loanpricing.domain.vo.HistoryLoanContractVO;
import java.net.URI;
import java.util.Collections;
import java.util.List;
import lombok.Data;
import lombok.extern.slf4j.Slf4j;
import org.springframework.beans.factory.annotation.Value;
import org.springframework.stereotype.Service;
import org.springframework.util.StringUtils;
import org.springframework.web.client.RestTemplate;
import org.springframework.web.util.UriComponentsBuilder;
@Service
@Slf4j
public class LoanRateHistoryService
{
private final RestTemplate restTemplate;
@Value("${loan-rate-history.url}")
private String historyUrl;
public LoanRateHistoryService()
{
this(new RestTemplate());
}
LoanRateHistoryService(RestTemplate restTemplate)
{
this.restTemplate = restTemplate;
}
LoanRateHistoryService(RestTemplate restTemplate, String historyUrl)
{
this.restTemplate = restTemplate;
this.historyUrl = historyUrl;
}
public List<HistoryLoanContractVO> query(String custIsn)
{
String normalizedCustIsn = StringUtils.trimWhitespace(custIsn);
if (!StringUtils.hasText(normalizedCustIsn))
{
throw new ServiceException("客户内码不能为空");
}
URI uri = UriComponentsBuilder.fromHttpUrl(historyUrl)
.queryParam("cust_isn", normalizedCustIsn)
.build()
.encode()
.toUri();
HistoryLoanContractResponse response = restTemplate.getForObject(uri, HistoryLoanContractResponse.class);
log.info("后端外部接口调用完成\n请求URL{}\n请求参数\n{}\n返回参数\n{}",
uri,
HttpUtils.formatLogValue(Collections.singletonMap("cust_isn", normalizedCustIsn)),
HttpUtils.formatLogValue(response));
if (response == null)
{
throw new ServiceException("历史贷款合同接口无返回");
}
if (response.getCode() != null && response.getCode() != 200)
{
throw new ServiceException(StringUtils.hasText(response.getMsg()) ? response.getMsg() : "历史贷款合同查询失败");
}
return response.getData() == null ? Collections.emptyList() : response.getData();
}
@Data
@JsonIgnoreProperties(ignoreUnknown = true)
static class HistoryLoanContractResponse
{
private Integer code;
private String msg;
private List<HistoryLoanContractVO> data;
}
}

View File

@@ -3,12 +3,11 @@ package com.ruoyi.loanpricing.service;
import com.alibaba.fastjson2.JSON;
import com.alibaba.fastjson2.JSONObject;
import com.alibaba.fastjson2.TypeReference;
import com.ruoyi.common.core.domain.entity.SysDictData;
import com.ruoyi.common.core.redis.RedisCache;
import com.ruoyi.common.exception.ServiceException;
import com.ruoyi.common.utils.http.HttpUtils;
import com.ruoyi.loanpricing.domain.dto.ModelInvokeDTO;
import com.ruoyi.loanpricing.domain.entity.LoanPricingWorkflow;
import com.ruoyi.loanpricing.domain.entity.ModelCorpOutputFields;
import com.ruoyi.loanpricing.domain.entity.ModelRetailOutputFields;
import org.springframework.beans.factory.annotation.Value;
@@ -28,19 +27,29 @@ import java.util.Objects;
@EnableAsync
public class ModelService {
@Value("${model.url}")
private String modelUrl;
@Value("${model.personal-url}")
private String personalModelUrl;
@Value("${model.corporate-url}")
private String corporateModelUrl;
public ModelRetailOutputFields invokePersonalModel(ModelInvokeDTO modelInvokeDTO) {
JSONObject mappingOutputFields = invokeModel(personalModelUrl, modelInvokeDTO);
return JSON.parseObject(mappingOutputFields.toJSONString(), ModelRetailOutputFields.class);
}
public JSONObject invokeModel(ModelInvokeDTO modelInvokeDTO) {
public ModelCorpOutputFields invokeCorporateModel(ModelInvokeDTO modelInvokeDTO) {
JSONObject mappingOutputFields = invokeModel(corporateModelUrl, modelInvokeDTO);
return JSON.parseObject(mappingOutputFields.toJSONString(), ModelCorpOutputFields.class);
}
private JSONObject invokeModel(String modelUrl, ModelInvokeDTO modelInvokeDTO) {
Map<String, String> requestBody = entityToMap(modelInvokeDTO);
JSONObject response = HttpUtils.doPostFormUrlEncoded(modelUrl, requestBody, null, JSONObject.class);
log.info("------------------->调用模型返回结果:" + JSON.toJSONString(response));
if(Objects.nonNull(response) && response.containsKey("code") && response.getInteger("code") == 10000){
JSONObject mappingOutputFields = response.getJSONObject("data").getJSONObject("mappingOutputFields");
// return JSON.parseObject(mappingOutputFields.toJSONString(), ModelOutputFields.class);
return mappingOutputFields;
return response.getJSONObject("data").getJSONObject("mappingOutputFields");
}else{
log.error("------------------->调用模型失败,失败原因为:" + response.getString("message"));
throw new ServiceException("调用模型失败");

View File

@@ -3,6 +3,7 @@ package com.ruoyi.loanpricing.service.impl;
import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
import com.baomidou.mybatisplus.core.metadata.IPage;
import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
import com.ruoyi.common.exception.ServiceException;
import com.ruoyi.loanpricing.domain.dto.CorporateLoanPricingCreateDTO;
import com.ruoyi.loanpricing.domain.dto.PersonalLoanPricingCreateDTO;
import com.ruoyi.loanpricing.domain.entity.LoanPricingWorkflow;
@@ -65,6 +66,8 @@ public class LoanPricingWorkflowServiceImpl implements ILoanPricingWorkflowServi
@Transactional(rollbackFor = Exception.class)
public LoanPricingWorkflow createLoanPricing(LoanPricingWorkflow loanPricingWorkflow)
{
validateBusinessTypeAndHistoryRate(loanPricingWorkflow);
// 自动生成业务方流水号(时间戳)
SimpleDateFormat sdf = new SimpleDateFormat("yyyyMMddHHmmssSSS");
String serialNum = sdf.format(new Date());
@@ -88,6 +91,21 @@ public class LoanPricingWorkflowServiceImpl implements ILoanPricingWorkflowServi
return loanPricingWorkflow;
}
private void validateBusinessTypeAndHistoryRate(LoanPricingWorkflow workflow) {
if (!StringUtils.hasText(workflow.getBusinessType())) {
throw new ServiceException("业务种类不能为空");
}
if (!"新客".equals(workflow.getBusinessType())
&& !"存量新增".equals(workflow.getBusinessType())
&& !"存量转贷".equals(workflow.getBusinessType())) {
throw new ServiceException("业务种类必须是:新客、存量新增、存量转贷之一");
}
if ("存量转贷".equals(workflow.getBusinessType())
&& !StringUtils.hasText(workflow.getLoanRateHistory())) {
throw new ServiceException("请选择历史贷款合同");
}
}
/**
* 发起个人客户利率定价流程
*
@@ -181,7 +199,7 @@ public class LoanPricingWorkflowServiceImpl implements ILoanPricingWorkflowServi
if (Objects.nonNull(modelCorpOutputFields))
{
maskModelCorpOutputBasicInfo(modelCorpOutputFields);
loanPricingWorkflow.setLoanRate(modelCorpOutputFields.getCalculateRate());
loanPricingWorkflow.setLoanRate(modelCorpOutputFields.getFinalCalculateRate());
}
loanPricingWorkflowVO.setModelCorpOutputFields(modelCorpOutputFields);
}

View File

@@ -29,6 +29,8 @@ public class LoanPricingConverter {
entity.setGuarType(dto.getGuarType());
entity.setApplyAmt(dto.getApplyAmt());
entity.setLoanPurpose(dto.getLoanPurpose());
entity.setBusinessType(dto.getBusinessType());
entity.setLoanRateHistory(dto.getLoanRateHistory());
entity.setLoanTerm(dto.getLoanTerm());
entity.setCollType(dto.getCollType());
entity.setCollThirdParty(dto.getCollThirdParty());
@@ -54,13 +56,13 @@ public class LoanPricingConverter {
entity.setIdNum(dto.getIdNum());
entity.setGuarType(dto.getGuarType());
entity.setApplyAmt(dto.getApplyAmt());
entity.setBusinessType(dto.getBusinessType());
entity.setLoanRateHistory(dto.getLoanRateHistory());
entity.setRepayMethod(dto.getRepayMethod());
entity.setCollType(dto.getCollType());
entity.setCollThirdParty(dto.getCollThirdParty());
// 映射企业特有字段
entity.setIsAgriGuar(dto.getIsAgriGuar());
entity.setIsGreenLoan(dto.getIsGreenLoan());
entity.setIsTechEnt(dto.getIsTechEnt());
entity.setIsTradeConstruction(dto.getIsTradeConstruction());
entity.setIsTradeBuildEnt(dto.getIsTradeBuildEnt());
entity.setLoanTerm(dto.getLoanTerm());
return entity;
}

View File

@@ -3,66 +3,70 @@
"cost": 2267,
"tokenId": "17364055486305E7F4722M8IPFWNL8TOBEB",
"mappingOutputFields": {
"custIsn": "CUST20260121001",
"custType": "企业客户",
"guarType": "抵押担保",
"custName": "北京智联科技有限公司",
"idType": "营业执照",
"idNum": "91110108MA00XXXXXX",
"baseLoanRate": "3.45",
"isFirstLoan": "N",
"faithDay": "730",
"bpFirstLoan": "0",
"bpAgeLoan": "5.2",
"totalBpLoyalty": "8.5",
"balanceAvg": "5000000.00",
"loanAvg": "3000000.00",
"derivationRate": "1.8",
"totalBpContribution": "12.3",
"midEntConnect": "100000.00",
"midEntEffect": "50000.00",
"midEntInter": "80000.00",
"midEntAccept": "200000.00",
"midEntDiscount": "150000.00",
"midEntEleDdc": "30000.00",
"midEntWaterDdc": "10000.00",
"midEntTax": "40000.00",
"bpMid": "6.8",
"payroll": "200",
"invLoanAmount": "2500000.00",
"bpPayroll": "4.1",
"isCleanEnt": "Y",
"hasSettleAcct": "Y",
"isAgriGuar": "N",
"isGreenLoan": "Y",
"isTechEnt": "Y",
"bpEntType": "7.5",
"totoalBpRelevance": "9.2",
"loanTerm": "36",
"bpLoanTerm": "3.3",
"applyAmt": "5000000.00",
"bpLoanAmount": "5.8",
"collType": "房产抵押",
"collThirdParty": "N",
"bpCollateral": "4.5",
"greyCust": "N",
"prinOverdue": "N",
"interestOverdue": "N",
"cardOverdue": "N",
"bpGreyOverdue": "0",
"totoalBpRisk": "1.2",
"totalBp": "48.2",
"calculateRate": "3.932"
"custIsn": "CUST20260121001",
"custType": "企业",
"guarType": "抵押",
"custName": "北京智联科技有限公司",
"idType": "统一社会信用代码",
"idNum": "91110108MA00XXXXXX",
"repayMethod": "分期",
"loanTerm": "3",
"isFirstLoan": "0",
"faithDay": "730",
"bpFirstLoan": "0",
"bpAgeLoan": "5.2",
"totalBpLoyalty": "8.5",
"balanceAvg": "5000000.00",
"loanAvg": "3000000.00",
"derivationRate": "1.8",
"totalBpContribution": "12.3",
"midEntConnect": "1",
"midEntEffect": "1",
"midEntInter": "1",
"midEntAccept": "1",
"midEntDiscount": "1",
"midEntEleDdc": "1",
"midEntWaterDdc": "1",
"bpMid": "6.8",
"payroll": "200",
"invLoanAmount": "2500000.00",
"bpPayroll": "4.1",
"isCleanEnt": "1",
"hasSettleAcct": "1",
"isTradeBuildEnt": "0",
"isGreenLoan": "1",
"isTechEnt": "1",
"bpEntType": "7.5",
"totoalBpRelevance": "9.2",
"bpLoanTerm": "3.3",
"applyAmt": "5000000.00",
"bpLoanAmount": "5.8",
"collType": "一类",
"collThirdParty": "0",
"bpCollateral": "4.5",
"greyCust": "0",
"prinOverdue": "0",
"interestOverdue": "0",
"bpGreyOverdue": "0",
"totoalBpRisk": "1.2",
"totalBp": "48.2",
"baseLoanRate": "3.45",
"calculateRate": "3.932",
"loanRateHistory": "4.20",
"minRateProduct": "3.10",
"smoothRange": "-0.20",
"finalCalculateRate": "3.732",
"referenceRate": "3.432"
},
"extensionMap": {},
"reasonMessage": "Running successfully",
"bizTime": 1736405548630,
"outputFields": {},
"workflowCode": "TBKH",
"orgCode": "802000",
"orgCode": "892000",
"bizId": "2025010914345",
"reasonCode": 200,
"workflowVersion": 14,
"callTime": 1736405548630,
"status": 1
}
}

View File

@@ -10,6 +10,7 @@
"idType": "身份证",
"idNum": "330106199001011234",
"baseLoanRate": "4.35",
"greyBlackCust": "1",
"isFirstLoan": "是",
"faithDay": "365",
"custAge": "36",

View File

@@ -22,5 +22,6 @@ class ModelRetailOutputFieldsTest
assertTrue(fieldNames.contains("smoothRange"), "缺少字段 smoothRange");
assertTrue(fieldNames.contains("finalCalculateRate"), "缺少字段 finalCalculateRate");
assertTrue(fieldNames.contains("referenceRate"), "缺少字段 referenceRate");
assertTrue(fieldNames.contains("greyBlackCust"), "缺少字段 greyBlackCust");
}
}

View File

@@ -1,9 +1,9 @@
package com.ruoyi.loanpricing.service;
import com.alibaba.fastjson2.JSONObject;
import com.ruoyi.loanpricing.domain.dto.ModelInvokeDTO;
import com.ruoyi.loanpricing.domain.dto.PersonalLoanPricingCreateDTO;
import com.ruoyi.loanpricing.domain.entity.LoanPricingWorkflow;
import com.ruoyi.loanpricing.domain.entity.ModelRetailOutputFields;
import com.ruoyi.loanpricing.mapper.LoanPricingWorkflowMapper;
import com.ruoyi.loanpricing.mapper.ModelCorpOutputFieldsMapper;
import com.ruoyi.loanpricing.mapper.ModelRetailOutputFieldsMapper;
@@ -94,17 +94,17 @@ class LoanPricingModelServicePersonalParamsTest {
workflow.setCollThirdParty("true");
workflow.setCollType("一类");
JSONObject response = new JSONObject();
response.put("calculateRate", "6.15");
ModelRetailOutputFields response = new ModelRetailOutputFields();
response.setCalculateRate("6.15");
when(loanPricingWorkflowMapper.selectById(1L)).thenReturn(workflow);
when(sensitiveFieldCryptoService.decrypt("cipher-name")).thenReturn("张三");
when(sensitiveFieldCryptoService.decrypt("cipher-id")).thenReturn("110101199001011234");
when(modelService.invokeModel(any())).thenReturn(response);
when(modelService.invokePersonalModel(any())).thenReturn(response);
loanPricingModelService.invokeModelAsync(1L);
verify(modelService).invokeModel(argThat((ModelInvokeDTO dto) ->
verify(modelService).invokePersonalModel(argThat((ModelInvokeDTO dto) ->
Objects.equals("202604090001", dto.getSerialNum())
&& Objects.equals("892000", dto.getOrgCode())
&& Objects.equals("1", dto.getRunType())

View File

@@ -1,90 +1,219 @@
package com.ruoyi.loanpricing.service;
import static org.mockito.ArgumentMatchers.any;
import static org.mockito.ArgumentMatchers.argThat;
import static org.mockito.Mockito.verify;
import static org.mockito.Mockito.when;
import static org.junit.jupiter.api.Assertions.assertEquals;
import static org.junit.jupiter.api.Assertions.assertNotEquals;
import com.alibaba.fastjson2.JSONObject;
import com.ruoyi.loanpricing.domain.dto.ModelInvokeDTO;
import com.ruoyi.loanpricing.domain.entity.LoanPricingWorkflow;
import com.ruoyi.loanpricing.domain.entity.ModelCorpOutputFields;
import com.ruoyi.loanpricing.domain.entity.ModelRetailOutputFields;
import com.ruoyi.loanpricing.mapper.LoanPricingWorkflowMapper;
import com.ruoyi.loanpricing.mapper.ModelCorpOutputFieldsMapper;
import com.ruoyi.loanpricing.mapper.ModelRetailOutputFieldsMapper;
import java.lang.reflect.Field;
import java.lang.reflect.InvocationHandler;
import java.lang.reflect.Method;
import java.lang.reflect.Proxy;
import java.util.concurrent.atomic.AtomicInteger;
import java.util.concurrent.atomic.AtomicReference;
import org.junit.jupiter.api.Test;
import org.junit.jupiter.api.extension.ExtendWith;
import org.mockito.InjectMocks;
import org.mockito.Mock;
import org.mockito.junit.jupiter.MockitoExtension;
import java.util.Objects;
@ExtendWith(MockitoExtension.class)
class LoanPricingModelServiceTest
{
@Mock
private ModelService modelService;
@Mock
private LoanPricingWorkflowMapper loanPricingWorkflowMapper;
@Mock
private ModelRetailOutputFieldsMapper modelRetailOutputFieldsMapper;
@Mock
private ModelCorpOutputFieldsMapper modelCorpOutputFieldsMapper;
@Mock
private SensitiveFieldCryptoService sensitiveFieldCryptoService;
@InjectMocks
private LoanPricingModelService loanPricingModelService;
@Test
void shouldDecryptCustNameAndIdNumBeforeInvokeModel()
void shouldDecryptCustNameAndIdNumBeforeInvokePersonalModel() throws Exception
{
LoanPricingWorkflow workflow = new LoanPricingWorkflow();
workflow.setId(1L);
workflow.setCustType("个人");
workflow.setCustName("cipher-name");
workflow.setIdNum("cipher-id");
TestContext context = createContext(personalWorkflow(1L));
JSONObject response = new JSONObject();
response.put("calculateRate", "6.15");
context.service.invokeModelAsync(1L);
when(loanPricingWorkflowMapper.selectById(1L)).thenReturn(workflow);
when(sensitiveFieldCryptoService.decrypt("cipher-name")).thenReturn("张三");
when(sensitiveFieldCryptoService.decrypt("cipher-id")).thenReturn("110101199001011234");
when(modelService.invokeModel(any())).thenReturn(response);
loanPricingModelService.invokeModelAsync(1L);
verify(modelService).invokeModel(argThat((ModelInvokeDTO dto) ->
Objects.equals("张三", dto.getCustName())
&& Objects.equals("110101199001011234", dto.getIdNum())));
assertEquals("张三", context.modelService.personalRequest.getCustName());
assertEquals("110101199001011234", context.modelService.personalRequest.getIdNum());
assertEquals(1, context.modelService.personalCalls.get());
assertEquals(0, context.modelService.corporateCalls.get());
assertEquals(1, context.retailInsertCount.get());
assertEquals(0, context.corpInsertCount.get());
}
@Test
void shouldNotWritePlainCustNameAndIdNumBackWhenUpdatingWorkflow()
void shouldNotWritePlainCustNameAndIdNumBackWhenUpdatingWorkflow() throws Exception
{
TestContext context = createContext(personalWorkflow(2L));
context.service.invokeModelAsync(2L);
LoanPricingWorkflow updatedWorkflow = context.updatedWorkflow.get();
assertNotEquals("张三", updatedWorkflow.getCustName());
assertNotEquals("110101199001011234", updatedWorkflow.getIdNum());
}
@Test
void shouldNormalizeCorporateUploadParamsBeforeInvokeCorporateModel() throws Exception
{
LoanPricingWorkflow workflow = new LoanPricingWorkflow();
workflow.setId(2L);
workflow.setId(3L);
workflow.setCustType("企业");
workflow.setCustName("cipher-name");
workflow.setIdNum("cipher-id");
workflow.setRepayMethod("分期");
workflow.setIsGreenLoan("true");
workflow.setIsTradeBuildEnt("false");
workflow.setCollThirdParty("true");
TestContext context = createContext(workflow);
context.service.invokeModelAsync(3L);
ModelInvokeDTO request = context.modelService.corporateRequest;
assertEquals("分期", request.getRepayMethod());
assertEquals("1", request.getIsGreenLoan());
assertEquals("0", request.getIsTradeBuildEnt());
assertEquals("1", request.getCollThirdParty());
assertEquals(0, context.modelService.personalCalls.get());
assertEquals(1, context.modelService.corporateCalls.get());
assertEquals(0, context.retailInsertCount.get());
assertEquals(1, context.corpInsertCount.get());
}
private static LoanPricingWorkflow personalWorkflow(Long id)
{
LoanPricingWorkflow workflow = new LoanPricingWorkflow();
workflow.setId(id);
workflow.setCustType("个人");
workflow.setCustName("cipher-name");
workflow.setIdNum("cipher-id");
return workflow;
}
JSONObject response = new JSONObject();
response.put("calculateRate", "6.15");
private static TestContext createContext(LoanPricingWorkflow workflow) throws Exception
{
TestContext context = new TestContext();
context.service = new LoanPricingModelService();
context.modelService = new CapturingModelService();
context.workflow = workflow;
context.updatedWorkflow = new AtomicReference<>();
context.retailInsertCount = new AtomicInteger();
context.corpInsertCount = new AtomicInteger();
when(loanPricingWorkflowMapper.selectById(2L)).thenReturn(workflow);
when(sensitiveFieldCryptoService.decrypt("cipher-name")).thenReturn("张三");
when(sensitiveFieldCryptoService.decrypt("cipher-id")).thenReturn("110101199001011234");
when(modelService.invokeModel(any())).thenReturn(response);
setField(context.service, "modelService", context.modelService);
setField(context.service, "loanPricingWorkflowMapper",
workflowMapper(context.workflow, context.updatedWorkflow));
setField(context.service, "modelRetailOutputFieldsMapper",
insertCountingMapper(ModelRetailOutputFieldsMapper.class, context.retailInsertCount));
setField(context.service, "modelCorpOutputFieldsMapper",
insertCountingMapper(ModelCorpOutputFieldsMapper.class, context.corpInsertCount));
setField(context.service, "sensitiveFieldCryptoService", new TestSensitiveFieldCryptoService());
return context;
}
loanPricingModelService.invokeModelAsync(2L);
private static LoanPricingWorkflowMapper workflowMapper(
LoanPricingWorkflow workflow, AtomicReference<LoanPricingWorkflow> updatedWorkflow)
{
return proxy(LoanPricingWorkflowMapper.class, (proxy, method, args) -> {
if ("selectById".equals(method.getName()))
{
return workflow;
}
if ("updateById".equals(method.getName()))
{
updatedWorkflow.set((LoanPricingWorkflow) args[0]);
return 1;
}
return defaultValue(method);
});
}
verify(loanPricingWorkflowMapper).updateById(argThat((LoanPricingWorkflow entity) ->
!Objects.equals("张三", entity.getCustName())
&& !Objects.equals("110101199001011234", entity.getIdNum())));
private static <T> T insertCountingMapper(Class<T> mapperClass, AtomicInteger insertCount)
{
return proxy(mapperClass, (proxy, method, args) -> {
if ("insert".equals(method.getName()))
{
insertCount.incrementAndGet();
return 1;
}
return defaultValue(method);
});
}
@SuppressWarnings("unchecked")
private static <T> T proxy(Class<T> mapperClass, InvocationHandler invocationHandler)
{
return (T) Proxy.newProxyInstance(
mapperClass.getClassLoader(), new Class<?>[] { mapperClass }, invocationHandler);
}
private static Object defaultValue(Method method)
{
if (method.getReturnType().equals(boolean.class))
{
return false;
}
if (method.getReturnType().isPrimitive())
{
return 0;
}
return null;
}
private static void setField(Object target, String fieldName, Object value) throws Exception
{
Field field = LoanPricingModelService.class.getDeclaredField(fieldName);
field.setAccessible(true);
field.set(target, value);
}
private static class TestContext
{
private LoanPricingModelService service;
private CapturingModelService modelService;
private LoanPricingWorkflow workflow;
private AtomicReference<LoanPricingWorkflow> updatedWorkflow;
private AtomicInteger retailInsertCount;
private AtomicInteger corpInsertCount;
}
private static class CapturingModelService extends ModelService
{
private final AtomicInteger personalCalls = new AtomicInteger();
private final AtomicInteger corporateCalls = new AtomicInteger();
private ModelInvokeDTO personalRequest;
private ModelInvokeDTO corporateRequest;
@Override
public ModelRetailOutputFields invokePersonalModel(ModelInvokeDTO modelInvokeDTO)
{
personalCalls.incrementAndGet();
personalRequest = modelInvokeDTO;
return new ModelRetailOutputFields();
}
@Override
public ModelCorpOutputFields invokeCorporateModel(ModelInvokeDTO modelInvokeDTO)
{
corporateCalls.incrementAndGet();
corporateRequest = modelInvokeDTO;
return new ModelCorpOutputFields();
}
}
private static class TestSensitiveFieldCryptoService extends SensitiveFieldCryptoService
{
private TestSensitiveFieldCryptoService()
{
super("1234567890abcdef");
}
@Override
public String decrypt(String cipherText)
{
if ("cipher-name".equals(cipherText))
{
return "张三";
}
if ("cipher-id".equals(cipherText))
{
return "110101199001011234";
}
return cipherText;
}
}
}

View File

@@ -216,14 +216,16 @@ class LoanPricingWorkflowServiceImplTest
ModelCorpOutputFields corpOutputFields = new ModelCorpOutputFields();
corpOutputFields.setCalculateRate("3.932");
corpOutputFields.setFinalCalculateRate("3.652");
when(loanPricingWorkflowMapper.selectOne(any())).thenReturn(workflow);
when(modelCorpOutputFieldsMapper.selectById(22L)).thenReturn(corpOutputFields);
LoanPricingWorkflowVO result = loanPricingWorkflowService.selectLoanPricingBySerialNum("C20260328001");
assertEquals("3.932", result.getLoanPricingWorkflow().getLoanRate());
assertEquals("3.652", result.getLoanPricingWorkflow().getLoanRate());
assertEquals("3.932", result.getModelCorpOutputFields().getCalculateRate());
assertEquals("3.652", result.getModelCorpOutputFields().getFinalCalculateRate());
}
@Test

Binary file not shown.

View File

@@ -11,8 +11,12 @@
"preview": "node build/index.js --preview",
"test:password-transfer": "node tests/password-transfer-api.test.js",
"test:retail-display-fields": "node tests/retail-display-fields.test.js",
"test:model-output-flat-display": "node tests/model-output-flat-display.test.js",
"test:personal-create-input-params": "node tests/personal-create-input-params.test.js",
"test:id-number-validation-removal": "node tests/id-number-validation-removal.test.js"
"test:id-number-validation-removal": "node tests/id-number-validation-removal.test.js",
"test:corporate-create-input-params": "node tests/corporate-create-input-params.test.js",
"test:corporate-display-fields": "node tests/corporate-display-fields.test.js",
"test:business-type-history-rate": "node tests/business-type-history-rate.test.js"
},
"keywords": [
"vue",

View File

@@ -35,6 +35,33 @@ export function createCorporateWorkflow(data) {
})
}
// 查询个人客户号映射
export function queryPersonalCustomerMap(custId) {
return request({
url: '/loanPricing/workflow/customer-map/personal',
method: 'get',
params: { custId: custId }
})
}
// 查询企业客户号映射
export function queryCorporateCustomerMap(custId) {
return request({
url: '/loanPricing/workflow/customer-map/corporate',
method: 'get',
params: { custId: custId }
})
}
// 查询历史贷款合同
export function queryHistoryContracts(custIsn) {
return request({
url: '/loanPricing/workflow/history-contract',
method: 'get',
params: { custIsn: custIsn }
})
}
// 设定执行利率
export function setExecuteRate(serialNum, executeRate) {
return request({

View File

@@ -72,10 +72,11 @@ export default {
},
isDashboard(route) {
const name = route && route.name
if (!name) {
const path = route && route.path
if (!name && !path) {
return false
}
return name.trim() === 'Index'
return (name && name.trim() === 'Index') || path === '/index'
},
handleLink(item) {
const { redirect, path } = item

View File

@@ -7,12 +7,12 @@
<el-row>
<el-col :span="12">
<el-form-item label="客户内码" prop="custIsn">
<el-input v-model="form.custIsn" placeholder="请输入客户内码"/>
<el-input v-model="form.custIsn" placeholder="请选择客户内码" :readonly="true"/>
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="客户名称" prop="custName">
<el-input v-model="form.custName" placeholder="请输入客户名称"/>
<el-input v-model="form.custName" placeholder="请选择客户名称" :readonly="true"/>
</el-form-item>
</el-col>
</el-row>
@@ -53,8 +53,26 @@
</el-row>
<el-row>
<el-col :span="12">
<el-form-item label="贷款期限(月)" prop="loanTerm">
<el-input v-model.number="form.loanTerm" type="number" placeholder="请输入贷款期限"/>
<el-form-item label="贷款期限(年)" prop="loanTerm">
<el-select v-model="form.loanTerm" placeholder="请选择贷款期限" style="width: 100%">
<el-option v-for="item in loanTermOptions" :key="item" :label="item" :value="item"/>
</el-select>
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="12">
<el-form-item label="业务种类" prop="businessType">
<el-select v-model="form.businessType" placeholder="请选择业务种类" style="width: 100%" @change="handleBusinessTypeChange">
<el-option label="新客" value="新客"/>
<el-option label="存量新增" value="存量新增"/>
<el-option label="存量转贷" value="存量转贷"/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="12" v-if="isStockTransfer">
<el-form-item label="历史贷款利率" prop="loanRateHistory">
<el-input v-model="form.loanRateHistory" placeholder="请选择历史贷款合同" :readonly="true"/>
</el-form-item>
</el-col>
</el-row>
@@ -62,49 +80,41 @@
<!-- 企业标识 -->
<el-divider content-position="left">企业标识</el-divider>
<el-row>
<el-col :span="12">
<el-form-item label="省农担担保贷款" prop="isAgriGuar">
<el-switch v-model="form.isAgriGuar"/>
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="绿色贷款" prop="isGreenLoan">
<el-switch v-model="form.isGreenLoan"/>
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="12">
<el-form-item label="科技型企业" prop="isTechEnt">
<el-switch v-model="form.isTechEnt"/>
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="贸易和建筑业企业" prop="isTradeConstruction">
<el-switch v-model="form.isTradeConstruction"/>
<el-form-item label="贸易和建筑业企业" prop="isTradeBuildEnt">
<el-switch v-model="form.isTradeBuildEnt"/>
</el-form-item>
</el-col>
</el-row>
<!-- 抵质押信息 -->
<el-divider content-position="left">抵质押信息</el-divider>
<el-row>
<el-divider v-if="isCollateralGuarantee" content-position="left">抵质押信息</el-divider>
<el-row v-if="isCollateralGuarantee">
<el-col :span="12">
<el-form-item label="抵质押类型" prop="collType">
<el-select v-model="form.collType" placeholder="请选择抵质押类型" style="width: 100%">
<el-option label="一线" value="一线"/>
<el-option label="一类" value="一类"/>
<el-option label="二类" value="二类"/>
<el-option v-for="item in collateralTypeOptions" :key="item" :label="item" :value="item"/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="抵质押物三方所有" prop="collThirdParty">
<el-form-item label="抵质押物是否第三方所有" prop="collThirdParty">
<el-switch v-model="form.collThirdParty"/>
</el-form-item>
</el-col>
</el-row>
</el-form>
<history-contract-selector
:visible.sync="showHistorySelector"
:contracts="historyContracts"
:loading="historyLoading"
@select="handleHistoryContractSelect"
/>
<div slot="footer" class="dialog-footer">
<el-button type="primary" :loading="submitting" @click="submitForm"> </el-button>
<el-button @click="cancel"> </el-button>
@@ -113,14 +123,22 @@
</template>
<script>
import {createCorporateWorkflow} from "@/api/loanPricing/workflow"
import {createCorporateWorkflow, queryHistoryContracts} from "@/api/loanPricing/workflow"
import HistoryContractSelector from "./HistoryContractSelector"
export default {
name: "CorporateCreateDialog",
components: {
HistoryContractSelector
},
props: {
visible: {
type: Boolean,
default: false
},
customerMap: {
type: Object,
default: null
}
},
data() {
@@ -148,8 +166,6 @@ export default {
const num = parseInt(value)
if (isNaN(num) || num <= 0) {
callback(new Error('请输入有效的贷款期限'))
} else if (num > 360) {
callback(new Error('贷款期限不能超过 360 个月'))
} else {
callback()
}
@@ -157,21 +173,28 @@ export default {
}
return {
loanTermOptions: [
'1', '2', '3', '4', '5', '6', '7', '8', '9', '10'
],
submitting: false,
showHistorySelector: false,
historyLoading: false,
historyContracts: [],
selectedHistoryContract: null,
form: {
orgCode: '892000',
runType: '1',
custIsn: undefined,
custName: undefined,
custIsn: this.customerMap ? this.customerMap.cust_isn : undefined,
custName: this.customerMap ? this.customerMap.cust_name : undefined,
idType: undefined,
idNum: undefined,
idNum: this.customerMap ? (this.customerMap.cust_id || '').substring(3) : undefined,
guarType: undefined,
applyAmt: undefined,
loanTerm: undefined,
isAgriGuar: false,
businessType: undefined,
loanRateHistory: undefined,
isGreenLoan: false,
isTechEnt: false,
isTradeConstruction: false,
isTradeBuildEnt: false,
collType: undefined,
collThirdParty: false
},
@@ -197,7 +220,13 @@ export default {
{required: true, validator: validateApplyAmt, trigger: "blur"}
],
loanTerm: [
{required: true, validator: validateLoanTerm, trigger: "blur"}
{required: true, validator: validateLoanTerm, trigger: "change"}
],
businessType: [
{required: true, message: "请选择业务种类", trigger: "change"}
],
loanRateHistory: [
{required: true, message: "请选择历史贷款合同", trigger: "change"}
],
collType: [
{required: true, message: "请选择抵质押类型", trigger: "change"}
@@ -213,6 +242,21 @@ export default {
set(val) {
this.$emit('update:visible', val)
}
},
isCollateralGuarantee() {
return this.form.guarType === '抵押' || this.form.guarType === '质押'
},
isStockTransfer() {
return this.form.businessType === '存量转贷'
},
collateralTypeOptions() {
if (this.form.guarType === '抵押') {
return ['一类', '二类', '三类', '四类', '其他']
}
if (this.form.guarType === '质押') {
return ['存单质押', '其他']
}
return []
}
},
watch: {
@@ -220,6 +264,11 @@ export default {
if (val) {
this.reset()
}
},
'form.guarType'(val, oldVal) {
if (val !== oldVal) {
this.resetCollateralFields()
}
}
},
methods: {
@@ -228,22 +277,30 @@ export default {
this.form = {
orgCode: '892000',
runType: '1',
custIsn: undefined,
custName: undefined,
custIsn: this.customerMap ? this.customerMap.cust_isn : undefined,
custName: this.customerMap ? this.customerMap.cust_name : undefined,
idType: undefined,
idNum: undefined,
idNum: this.customerMap ? (this.customerMap.cust_id || '').substring(3) : undefined,
guarType: undefined,
applyAmt: undefined,
loanTerm: undefined,
isAgriGuar: false,
businessType: undefined,
loanRateHistory: undefined,
isGreenLoan: false,
isTechEnt: false,
isTradeConstruction: false,
isTradeBuildEnt: false,
collType: undefined,
collThirdParty: false
}
this.submitting = false
this.resetForm("form")
this.showHistorySelector = false
this.historyLoading = false
this.historyContracts = []
this.selectedHistoryContract = null
this.$nextTick(() => {
if (this.$refs.form) {
this.$refs.form.clearValidate()
}
})
},
/** 对话框关闭处理 */
handleClose() {
@@ -254,19 +311,80 @@ export default {
this.dialogVisible = false
this.reset()
},
/** 清空抵质押字段 */
resetCollateralFields() {
this.form.collType = undefined
this.form.collThirdParty = false
this.$nextTick(() => {
if (this.$refs.form) {
this.$refs.form.clearValidate(['collType', 'collThirdParty'])
}
})
},
handleBusinessTypeChange(value) {
this.clearHistoryContract()
if (value === '存量转贷') {
this.queryHistoryContracts()
}
},
queryHistoryContracts() {
if (!this.form.custIsn) {
this.$modal.msgWarning("客户内码不能为空")
return
}
this.historyLoading = true
queryHistoryContracts(this.form.custIsn).then(response => {
this.historyContracts = response.data || []
if (this.historyContracts.length === 0) {
this.$modal.msgWarning("未查询到历史贷款合同")
return
}
this.showHistorySelector = true
}).finally(() => {
this.historyLoading = false
})
},
handleHistoryContractSelect(row) {
if (!row.loan_rate_history) {
this.$modal.msgWarning("历史贷款利率不能为空")
return
}
this.selectedHistoryContract = row
this.form.loanRateHistory = row.loan_rate_history
},
clearHistoryContract() {
this.selectedHistoryContract = null
this.form.loanRateHistory = undefined
this.historyContracts = []
this.$nextTick(() => {
if (this.$refs.form) {
this.$refs.form.clearValidate(['loanRateHistory'])
}
})
},
/** 提交按钮 */
submitForm() {
this.$refs["form"].validate(valid => {
if (valid) {
if (this.isStockTransfer && !this.form.loanRateHistory) {
this.$modal.msgWarning("请选择历史贷款合同")
return
}
this.submitting = true
// 转换开关值为字符串
const data = {
...this.form,
isAgriGuar: this.form.isAgriGuar ? 'true' : 'false',
isGreenLoan: this.form.isGreenLoan ? 'true' : 'false',
isTechEnt: this.form.isTechEnt ? 'true' : 'false',
isTradeConstruction: this.form.isTradeConstruction ? 'true' : 'false',
collThirdParty: this.form.collThirdParty ? 'true' : 'false'
isGreenLoan: this.form.isGreenLoan ? '1' : '0',
isTradeBuildEnt: this.form.isTradeBuildEnt ? '1' : '0'
}
if (this.isCollateralGuarantee) {
data.collThirdParty = this.form.collThirdParty ? '1' : '0'
} else {
delete data.collType
delete data.collThirdParty
}
if (!this.isStockTransfer) {
delete data.loanRateHistory
}
createCorporateWorkflow(data).then(response => {

View File

@@ -19,7 +19,7 @@
<el-descriptions-item label="浮动BP">
<span class="total-bp-value">{{ getTotalBp() }}</span>
</el-descriptions-item>
<el-descriptions-item label="测算利率">
<el-descriptions-item label="最终测算利率">
<span class="calculate-rate">{{ getCalculateRate() }}</span> %
</el-descriptions-item>
<el-descriptions-item label="执行利率">
@@ -80,12 +80,10 @@
<el-descriptions :column="2" border>
<el-descriptions-item label="担保方式">{{ detailData.guarType }}</el-descriptions-item>
<el-descriptions-item label="申请金额">{{ detailData.applyAmt }} </el-descriptions-item>
<el-descriptions-item label="省农担担保贷款">{{
formatBoolean(detailData.isAgriGuar)
}}
</el-descriptions-item>
<el-descriptions-item label="业务种类">{{ detailData.businessType || '-' }}</el-descriptions-item>
<el-descriptions-item label="历史贷款利率">{{ detailData.loanRateHistory || '-' }}</el-descriptions-item>
<el-descriptions-item label="绿色贷款">{{ formatBoolean(detailData.isGreenLoan) }}</el-descriptions-item>
<el-descriptions-item label="科技型企业">{{ formatBoolean(detailData.isTechEnt) }}</el-descriptions-item>
<el-descriptions-item label="贸易和建筑业企业">{{ formatBoolean(detailData.isTradeBuildEnt) }}</el-descriptions-item>
<el-descriptions-item label="抵质押类型">{{ detailData.collType || '-' }}</el-descriptions-item>
<el-descriptions-item label="抵质押物是否三方所有">{{
formatBoolean(detailData.collThirdParty)
@@ -162,9 +160,9 @@ export default {
getTotalBp() {
return this.corpOutput?.totalBp || '-'
},
/** 获取测算利率 */
/** 获取最终测算利率 */
getCalculateRate() {
return this.corpOutput?.calculateRate || '-'
return this.corpOutput?.finalCalculateRate || '-'
},
/** 设定执行利率 */
handleSetExecuteRate() {

View File

@@ -0,0 +1,103 @@
<template>
<el-dialog title="客户号查询" :visible.sync="dialogVisible" width="80%" append-to-body
:close-on-click-modal="false" @close="handleClose">
<el-form :model="queryForm" inline size="small">
<el-form-item label="客户号">
<el-input v-model="queryForm.custId" placeholder="请输入客户号" clearable @keyup.enter.native="handleQuery"/>
</el-form-item>
<el-form-item>
<el-button type="primary" icon="el-icon-search" :loading="loading" @click="handleQuery">查询</el-button>
</el-form-item>
</el-form>
<el-table v-loading="loading" :data="customerList">
<el-table-column label="客户号" prop="cust_id" align="center" :show-overflow-tooltip="true"/>
<el-table-column label="客户内码" prop="cust_isn" align="center" :show-overflow-tooltip="true"/>
<el-table-column label="客户名称" prop="cust_name" align="center" :show-overflow-tooltip="true"/>
<el-table-column label="用信天数" prop="faith_day" align="center"/>
<el-table-column label="存款年日均" prop="balance_avg" align="center"/>
<el-table-column label="历史贷款次数" prop="loan_count_his" align="center"/>
<el-table-column label="上次贷款日期" prop="last_loan_date" align="center" width="130"/>
<el-table-column label="操作" align="center" width="90">
<template slot-scope="scope">
<el-button type="text" size="mini" @click="handleSelect(scope.row)">选择</el-button>
</template>
</el-table-column>
</el-table>
</el-dialog>
</template>
<script>
import {queryPersonalCustomerMap, queryCorporateCustomerMap} from "@/api/loanPricing/workflow"
export default {
name: "CustomerMapSelector",
props: {
visible: {
type: Boolean,
default: false
},
customerType: {
type: String,
default: undefined
}
},
data() {
return {
loading: false,
queryForm: {
custId: undefined
},
customerList: []
}
},
computed: {
dialogVisible: {
get() {
return this.visible
},
set(val) {
this.$emit('update:visible', val)
}
}
},
methods: {
handleQuery() {
const custId = this.queryForm.custId ? this.queryForm.custId.trim() : ''
this.queryForm.custId = custId
if (!custId) {
this.$modal.msgWarning("请输入客户号")
return
}
this.loading = true
let request
if (this.customerType === 'personal') {
request = queryPersonalCustomerMap
} else if (this.customerType === 'corporate') {
request = queryCorporateCustomerMap
} else {
this.loading = false
this.$modal.msgWarning("请选择客户类型")
return
}
request(custId).then(response => {
this.customerList = response.data || []
if (this.customerList.length === 0) {
this.$modal.msgWarning("未查询到客户信息")
}
}).finally(() => {
this.loading = false
})
},
handleSelect(row) {
this.$emit('select', row)
this.dialogVisible = false
},
handleClose() {
this.queryForm.custId = undefined
this.customerList = []
this.loading = false
}
}
}
</script>

View File

@@ -0,0 +1,100 @@
<template>
<el-dialog title="历史贷款合同选择" :visible.sync="dialogVisible" width="80%" append-to-body
:close-on-click-modal="false" @close="handleClose">
<el-table :data="contracts" v-loading="loading" @row-click="handleRowClick">
<el-table-column label="选择" align="center" width="70">
<template slot-scope="scope">
<el-radio
class="history-contract-radio"
v-model="selectedContractKey"
:label="contractRadioValue(scope.row, scope.$index)"
@change="handleRadioChange(scope.row)"
>
<span class="history-contract-radio-text">选择</span>
</el-radio>
</template>
</el-table-column>
<el-table-column label="客户内码" prop="cust_isn" align="center" :show-overflow-tooltip="true"/>
<el-table-column label="历史贷款合同号" prop="loan_contract_history" align="center" :show-overflow-tooltip="true"/>
<el-table-column label="历史贷款担保方式" prop="guar_type_history" align="center"/>
<el-table-column label="历史贷款产品代码" prop="product_code_history" align="center"/>
<el-table-column label="历史贷款利率" prop="loan_rate_history" align="center"/>
<el-table-column label="历史贷款金额" prop="loan_amount_history" align="center"/>
<el-table-column label="历史贷款签订时间" prop="loan_sign_date_history" align="center" width="150"/>
</el-table>
<div slot="footer" class="dialog-footer">
<el-button type="primary" @click="confirmSelect"> </el-button>
<el-button @click="dialogVisible = false"> </el-button>
</div>
</el-dialog>
</template>
<script>
export default {
name: "HistoryContractSelector",
props: {
visible: {
type: Boolean,
default: false
},
contracts: {
type: Array,
default: () => []
},
loading: {
type: Boolean,
default: false
}
},
data() {
return {
selectedContract: null,
selectedContractKey: null
}
},
computed: {
dialogVisible: {
get() {
return this.visible
},
set(val) {
this.$emit('update:visible', val)
}
}
},
methods: {
contractRadioValue(row, index) {
return row.loan_contract_history || `${row.cust_isn || ''}-${index}`
},
handleRowClick(row, column, event) {
this.selectedContract = row
this.selectedContractKey = this.contractRadioValue(row, this.contracts.indexOf(row))
},
handleRadioChange(row) {
this.selectedContract = row
},
confirmSelect() {
if (!this.selectedContract) {
this.$modal.msgWarning("请选择历史贷款合同")
return
}
if (!this.selectedContract.loan_rate_history) {
this.$modal.msgWarning("历史贷款利率不能为空")
return
}
this.$emit('select', this.selectedContract)
this.dialogVisible = false
},
handleClose() {
this.selectedContract = null
this.selectedContractKey = null
}
}
}
</script>
<style scoped>
.history-contract-radio ::v-deep .el-radio__label {
display: none;
}
</style>

View File

@@ -3,22 +3,36 @@
<div slot="header" class="card-header">
<span class="card-title">模型输出</span>
</div>
<el-tabs v-model="activeTab">
<div class="output-sections">
<!-- 个人客户模型输出 -->
<template v-if="custType === '个人' && retailOutput">
<!-- 基本信息 -->
<el-tab-pane label="基本信息" name="retail-basic">
<div class="output-section">
<h4 class="section-title">基本信息</h4>
<el-descriptions :column="2" border size="small">
<el-descriptions-item label="客户内码">{{ retailOutput.custIsn || '-' }}</el-descriptions-item>
<el-descriptions-item label="客户名称">{{ retailOutput.custName || '-' }}</el-descriptions-item>
<el-descriptions-item label="证件类型">{{ retailOutput.idType || '-' }}</el-descriptions-item>
<el-descriptions-item label="证件号码">{{ retailOutput.idNum || '-' }}</el-descriptions-item>
<el-descriptions-item label="基准利率"><span class="rate-value">{{ retailOutput.baseLoanRate || '-' }}</span> %</el-descriptions-item>
<el-descriptions-item label="灰黑名单客户">{{ formatOutputValue(retailOutput.greyBlackCust) }}</el-descriptions-item>
</el-descriptions>
</el-tab-pane>
</div>
<!-- 忠诚度分析 -->
<el-tab-pane label="忠诚度分析" name="retail-loyalty">
<div class="output-section">
<h4 class="section-title">测算结果</h4>
<el-descriptions :column="2" border size="small">
<el-descriptions-item label="浮动BP"><span class="total-bp-value">{{ retailOutput.totalBp || '-' }}</span></el-descriptions-item>
<el-descriptions-item label="测算利率"><span class="calculate-rate">{{ retailOutput.calculateRate || '-' }}</span> %</el-descriptions-item>
<el-descriptions-item label="历史利率">{{ retailOutput.loanRateHistory || '-' }}</el-descriptions-item>
<el-descriptions-item label="产品最低利率下限">{{ retailOutput.minRateProduct || '-' }}</el-descriptions-item>
<el-descriptions-item label="平滑幅度">{{ retailOutput.smoothRange || '-' }}</el-descriptions-item>
<el-descriptions-item label="参考利率"><span class="calculate-rate">{{ retailOutput.referenceRate || '-' }}</span> %</el-descriptions-item>
<el-descriptions-item label="最终测算利率"><span class="calculate-rate">{{ retailOutput.finalCalculateRate || '-' }}</span> %</el-descriptions-item>
</el-descriptions>
</div>
<div class="output-section">
<h4 class="section-title">忠诚度分析</h4>
<el-descriptions :column="2" border size="small">
<el-descriptions-item label="我行首贷客户">{{ formatBoolean(retailOutput.isFirstLoan) }}</el-descriptions-item>
<el-descriptions-item label="用信天数">{{ retailOutput.faithDay || '-' }}</el-descriptions-item>
@@ -28,20 +42,20 @@
<el-descriptions-item label="BP_年龄"><span class="bp-value">{{ retailOutput.bpAge || '-' }}</span></el-descriptions-item>
<el-descriptions-item label="TOTAL_BP_忠诚度" :span="2"><span class="total-bp-value">{{ retailOutput.totalBpLoyalty || '-' }}</span></el-descriptions-item>
</el-descriptions>
</el-tab-pane>
</div>
<!-- 贡献度分析 -->
<el-tab-pane label="贡献度分析" name="retail-contribution">
<div class="output-section">
<h4 class="section-title">贡献度分析</h4>
<el-descriptions :column="2" border size="small">
<el-descriptions-item label="存款年日均">{{ retailOutput.balanceAvg || '-' }}</el-descriptions-item>
<el-descriptions-item label="贷款年日均">{{ retailOutput.loanAvg || '-' }}</el-descriptions-item>
<el-descriptions-item label="派生率">{{ retailOutput.derivationRate || '-' }}</el-descriptions-item>
<el-descriptions-item label="TOTAL_BP_贡献度"><span class="total-bp-value">{{ retailOutput.totalBpContribution || '-' }}</span></el-descriptions-item>
</el-descriptions>
</el-tab-pane>
</div>
<!-- 关联度分析 -->
<el-tab-pane label="关联度分析" name="retail-relevance">
<div class="output-section">
<h4 class="section-title">关联度分析</h4>
<el-descriptions :column="2" border size="small">
<el-descriptions-item label="中间业务_个人_信用卡">{{ formatBoolean(retailOutput.midPerCard) }}</el-descriptions-item>
<el-descriptions-item label="中间业务_个人_一码通">{{ formatBoolean(retailOutput.midPerPass) }}</el-descriptions-item>
@@ -58,10 +72,10 @@
<el-descriptions-item label="BP_中间业务"><span class="bp-value">{{ retailOutput.bpMid || '-' }}</span></el-descriptions-item>
<el-descriptions-item label="TOTAL_BP_关联度"><span class="total-bp-value">{{ retailOutput.totoalBpRelevance || '-' }}</span></el-descriptions-item>
</el-descriptions>
</el-tab-pane>
</div>
<!-- 贷款特征 -->
<el-tab-pane label="贷款特征" name="retail-loan">
<div class="output-section">
<h4 class="section-title">贷款特征</h4>
<el-descriptions :column="2" border size="small">
<el-descriptions-item label="申请金额">{{ retailOutput.applyAmt || '-' }}</el-descriptions-item>
<el-descriptions-item label="BP_贷款额度"><span class="bp-value">{{ retailOutput.bpLoanAmount || '-' }}</span></el-descriptions-item>
@@ -74,10 +88,10 @@
<el-descriptions-item label="抵质押物三方所有">{{ formatBoolean(retailOutput.collThirdParty) }}</el-descriptions-item>
<el-descriptions-item label="BP_抵押物"><span class="bp-value">{{ retailOutput.bpCollateral || '-' }}</span></el-descriptions-item>
</el-descriptions>
</el-tab-pane>
</div>
<!-- 风险度分析 -->
<el-tab-pane label="风险度分析" name="retail-risk">
<div class="output-section">
<h4 class="section-title">风险度分析</h4>
<el-descriptions :column="2" border size="small">
<el-descriptions-item label="灰名单客户">{{ formatBoolean(retailOutput.greyCust) }}</el-descriptions-item>
<el-descriptions-item label="本金逾期">{{ formatBoolean(retailOutput.prinOverdue) }}</el-descriptions-item>
@@ -86,26 +100,13 @@
<el-descriptions-item label="BP_灰名单与逾期"><span class="bp-value">{{ retailOutput.bpGreyOverdue || '-' }}</span></el-descriptions-item>
<el-descriptions-item label="TOTAL_BP_风险度"><span class="total-bp-value">{{ retailOutput.totoalBpRisk || '-' }}</span></el-descriptions-item>
</el-descriptions>
</el-tab-pane>
<!-- 测算结果 -->
<el-tab-pane label="测算结果" name="retail-result">
<el-descriptions :column="2" border size="small">
<el-descriptions-item label="浮动BP"><span class="total-bp-value">{{ retailOutput.totalBp || '-' }}</span></el-descriptions-item>
<el-descriptions-item label="测算利率"><span class="calculate-rate">{{ retailOutput.calculateRate || '-' }}</span> %</el-descriptions-item>
<el-descriptions-item label="历史利率">{{ retailOutput.loanRateHistory || '-' }}</el-descriptions-item>
<el-descriptions-item label="产品最低利率下限">{{ retailOutput.minRateProduct || '-' }}</el-descriptions-item>
<el-descriptions-item label="平滑幅度">{{ retailOutput.smoothRange || '-' }}</el-descriptions-item>
<el-descriptions-item label="最终测算利率"><span class="calculate-rate">{{ retailOutput.finalCalculateRate || '-' }}</span> %</el-descriptions-item>
<el-descriptions-item label="参考利率"><span class="calculate-rate">{{ retailOutput.referenceRate || '-' }}</span> %</el-descriptions-item>
</el-descriptions>
</el-tab-pane>
</div>
</template>
<!-- 企业客户模型输出 -->
<template v-else-if="custType === '企业' && corpOutput">
<!-- 基本信息 -->
<el-tab-pane label="基本信息" name="corp-basic">
<div class="output-section">
<h4 class="section-title">基本信息</h4>
<el-descriptions :column="2" border size="small">
<el-descriptions-item label="客户内码">{{ corpOutput.custIsn || '-' }}</el-descriptions-item>
<el-descriptions-item label="客户名称">{{ corpOutput.custName || '-' }}</el-descriptions-item>
@@ -113,10 +114,23 @@
<el-descriptions-item label="证件号码">{{ corpOutput.idNum || '-' }}</el-descriptions-item>
<el-descriptions-item label="基准利率"><span class="rate-value">{{ corpOutput.baseLoanRate || '-' }}</span> %</el-descriptions-item>
</el-descriptions>
</el-tab-pane>
</div>
<!-- 忠诚度分析 -->
<el-tab-pane label="忠诚度分析" name="corp-loyalty">
<div class="output-section">
<h4 class="section-title">测算结果</h4>
<el-descriptions :column="2" border size="small">
<el-descriptions-item label="浮动BP"><span class="total-bp-value">{{ corpOutput.totalBp || '-' }}</span></el-descriptions-item>
<el-descriptions-item label="测算利率"><span class="calculate-rate">{{ corpOutput.calculateRate || '-' }}</span> %</el-descriptions-item>
<el-descriptions-item label="历史利率">{{ corpOutput.loanRateHistory || '-' }}</el-descriptions-item>
<el-descriptions-item label="产品最低利率下限">{{ corpOutput.minRateProduct || '-' }}</el-descriptions-item>
<el-descriptions-item label="平滑幅度">{{ corpOutput.smoothRange || '-' }}</el-descriptions-item>
<el-descriptions-item label="参考利率"><span class="calculate-rate">{{ corpOutput.referenceRate || '-' }}</span> %</el-descriptions-item>
<el-descriptions-item label="最终测算利率"><span class="calculate-rate">{{ corpOutput.finalCalculateRate || '-' }}</span> %</el-descriptions-item>
</el-descriptions>
</div>
<div class="output-section">
<h4 class="section-title">忠诚度分析</h4>
<el-descriptions :column="2" border size="small">
<el-descriptions-item label="我行首贷客户">{{ formatBoolean(corpOutput.isFirstLoan) }}</el-descriptions-item>
<el-descriptions-item label="用信天数">{{ corpOutput.faithDay || '-' }}</el-descriptions-item>
@@ -124,20 +138,20 @@
<el-descriptions-item label="BP_贷龄"><span class="bp-value">{{ corpOutput.bpAgeLoan || '-' }}</span></el-descriptions-item>
<el-descriptions-item label="TOTAL_BP_忠诚度" :span="2"><span class="total-bp-value">{{ corpOutput.totalBpLoyalty || '-' }}</span></el-descriptions-item>
</el-descriptions>
</el-tab-pane>
</div>
<!-- 贡献度分析 -->
<el-tab-pane label="贡献度分析" name="corp-contribution">
<div class="output-section">
<h4 class="section-title">贡献度分析</h4>
<el-descriptions :column="2" border size="small">
<el-descriptions-item label="存款年日均">{{ corpOutput.balanceAvg || '-' }}</el-descriptions-item>
<el-descriptions-item label="贷款年日均">{{ corpOutput.loanAvg || '-' }}</el-descriptions-item>
<el-descriptions-item label="派生率">{{ corpOutput.derivationRate || '-' }}</el-descriptions-item>
<el-descriptions-item label="TOTAL_BP_贡献度"><span class="total-bp-value">{{ corpOutput.totalBpContribution || '-' }}</span></el-descriptions-item>
</el-descriptions>
</el-tab-pane>
</div>
<!-- 关联度分析 -->
<el-tab-pane label="关联度分析" name="corp-relevance">
<div class="output-section">
<h4 class="section-title">关联度分析</h4>
<el-descriptions :column="2" border size="small">
<el-descriptions-item label="中间业务_企业_企业互联">{{ formatBoolean(corpOutput.midEntConnect) }}</el-descriptions-item>
<el-descriptions-item label="中间业务_企业_有效价值客户">{{ formatBoolean(corpOutput.midEntEffect) }}</el-descriptions-item>
@@ -146,31 +160,30 @@
<el-descriptions-item label="中间业务_企业_贴现">{{ formatBoolean(corpOutput.midEntDiscount) }}</el-descriptions-item>
<el-descriptions-item label="中间业务_企业_电费代扣">{{ formatBoolean(corpOutput.midEntEleDdc) }}</el-descriptions-item>
<el-descriptions-item label="中间业务_企业_水费代扣">{{ formatBoolean(corpOutput.midEntWaterDdc) }}</el-descriptions-item>
<el-descriptions-item label="中间业务_企业_税务代扣">{{ formatBoolean(corpOutput.midEntTax) }}</el-descriptions-item>
<el-descriptions-item label="BP_中间业务"><span class="bp-value">{{ corpOutput.bpMid || '-' }}</span></el-descriptions-item>
<el-descriptions-item label="代发工资户数">{{ corpOutput.payroll || '-' }}</el-descriptions-item>
<el-descriptions-item label="存量贷款余额">{{ corpOutput.invLoanAmount || '-' }}</el-descriptions-item>
<el-descriptions-item label="BP_代发工资"><span class="bp-value">{{ corpOutput.bpPayroll || '-' }}</span></el-descriptions-item>
<el-descriptions-item label="TOTAL_BP_关联度"><span class="total-bp-value">{{ corpOutput.totoalBpRelevance || '-' }}</span></el-descriptions-item>
</el-descriptions>
</el-tab-pane>
</div>
<!-- 企业类别 -->
<el-tab-pane label="企业类别" name="corp-category">
<div class="output-section">
<h4 class="section-title">企业类别</h4>
<el-descriptions :column="2" border size="small">
<el-descriptions-item label="净身企业">{{ formatBoolean(corpOutput.isCleanEnt) }}</el-descriptions-item>
<el-descriptions-item label="开立基本结算账户">{{ formatBoolean(corpOutput.hasSettleAcct) }}</el-descriptions-item>
<el-descriptions-item label="省农担担保贷款">{{ formatBoolean(corpOutput.isAgriGuar) }}</el-descriptions-item>
<el-descriptions-item label="绿色贷款">{{ formatBoolean(corpOutput.isGreenLoan) }}</el-descriptions-item>
<el-descriptions-item label="科技型企业">{{ formatBoolean(corpOutput.isTechEnt) }}</el-descriptions-item>
<el-descriptions-item label="贸易和建筑业企业">{{ formatBoolean(corpOutput.isTradeBuildEnt) }}</el-descriptions-item>
<el-descriptions-item label="BP_企业客户类别"><span class="bp-value">{{ corpOutput.bpEntType || '-' }}</span></el-descriptions-item>
</el-descriptions>
</el-tab-pane>
</div>
<!-- 贷款特征 -->
<el-tab-pane label="贷款特征" name="corp-loan">
<div class="output-section">
<h4 class="section-title">贷款特征</h4>
<el-descriptions :column="2" border size="small">
<el-descriptions-item label="款期限">{{ corpOutput.loanTerm || '-' }}</el-descriptions-item>
<el-descriptions-item label="款期限">{{ corpOutput.loanTerm || '-' }}</el-descriptions-item>
<el-descriptions-item label="BP_贷款期限"><span class="bp-value">{{ corpOutput.bpLoanTerm || '-' }}</span></el-descriptions-item>
<el-descriptions-item label="申请金额">{{ corpOutput.applyAmt || '-' }}</el-descriptions-item>
<el-descriptions-item label="BP_贷款额度"><span class="bp-value">{{ corpOutput.bpLoanAmount || '-' }}</span></el-descriptions-item>
@@ -178,29 +191,20 @@
<el-descriptions-item label="抵质押物三方所有">{{ formatBoolean(corpOutput.collThirdParty) }}</el-descriptions-item>
<el-descriptions-item label="BP_抵押物"><span class="bp-value">{{ corpOutput.bpCollateral || '-' }}</span></el-descriptions-item>
</el-descriptions>
</el-tab-pane>
</div>
<!-- 风险度分析 -->
<el-tab-pane label="风险度分析" name="corp-risk">
<div class="output-section">
<h4 class="section-title">风险度分析</h4>
<el-descriptions :column="2" border size="small">
<el-descriptions-item label="灰名单客户">{{ formatBoolean(corpOutput.greyCust) }}</el-descriptions-item>
<el-descriptions-item label="本金逾期">{{ formatBoolean(corpOutput.prinOverdue) }}</el-descriptions-item>
<el-descriptions-item label="利息逾期">{{ formatBoolean(corpOutput.interestOverdue) }}</el-descriptions-item>
<el-descriptions-item label="信用卡逾期">{{ formatBoolean(corpOutput.cardOverdue) }}</el-descriptions-item>
<el-descriptions-item label="BP_灰名单与逾期"><span class="bp-value">{{ corpOutput.bpGreyOverdue || '-' }}</span></el-descriptions-item>
<el-descriptions-item label="TOTAL_BP_风险度"><span class="total-bp-value">{{ corpOutput.totoalBpRisk || '-' }}</span></el-descriptions-item>
</el-descriptions>
</el-tab-pane>
<!-- 测算结果 -->
<el-tab-pane label="测算结果" name="corp-result">
<el-descriptions :column="2" border size="small">
<el-descriptions-item label="浮动BP"><span class="total-bp-value">{{ corpOutput.totalBp || '-' }}</span></el-descriptions-item>
<el-descriptions-item label="测算利率"><span class="calculate-rate">{{ corpOutput.calculateRate || '-' }}</span> %</el-descriptions-item>
</el-descriptions>
</el-tab-pane>
</div>
</template>
</el-tabs>
</div>
</el-card>
</template>
@@ -221,24 +225,6 @@ export default {
default: null
}
},
data() {
return {
activeTab: ''
}
},
watch: {
custType: {
immediate: true,
handler(val) {
// 根据客户类型设置默认 tab
if (val === '个人') {
this.activeTab = 'retail-basic'
} else if (val === '企业') {
this.activeTab = 'corp-basic'
}
}
}
},
methods: {
/** 格式化布尔值为中文 */
formatBoolean(value) {
@@ -251,6 +237,10 @@ export default {
if (value === 'consumer') return '消费贷款'
if (value === 'business') return '经营贷款'
return value || '-'
},
formatOutputValue(value) {
if (value === 0) return '0'
return value || '-'
}
}
}
@@ -279,8 +269,15 @@ export default {
padding: 20px;
}
::v-deep .el-tabs__header {
margin-bottom: 20px;
.output-section + .output-section {
margin-top: 24px;
}
.section-title {
margin: 0 0 12px;
font-size: 15px;
font-weight: 500;
color: #303133;
}
// BP 值样式

View File

@@ -7,12 +7,12 @@
<el-row>
<el-col :span="12">
<el-form-item label="客户内码" prop="custIsn">
<el-input v-model="form.custIsn" placeholder="请输入客户内码"/>
<el-input v-model="form.custIsn" placeholder="请选择客户内码" :readonly="true"/>
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="客户名称" prop="custName">
<el-input v-model="form.custName" placeholder="请输入客户名称"/>
<el-input v-model="form.custName" placeholder="请选择客户名称" :readonly="true"/>
</el-form-item>
</el-col>
</el-row>
@@ -68,6 +68,22 @@
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="12">
<el-form-item label="业务种类" prop="businessType">
<el-select v-model="form.businessType" placeholder="请选择业务种类" style="width: 100%" @change="handleBusinessTypeChange">
<el-option label="新客" value="新客"/>
<el-option label="存量新增" value="存量新增"/>
<el-option label="存量转贷" value="存量转贷"/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="12" v-if="isStockTransfer">
<el-form-item label="历史贷款利率" prop="loanRateHistory">
<el-input v-model="form.loanRateHistory" placeholder="请选择历史贷款合同" :readonly="true"/>
</el-form-item>
</el-col>
</el-row>
<el-row>
<el-col :span="12">
<el-form-item label="是否有经营佐证" prop="bizProof">
@@ -82,24 +98,28 @@
</el-row>
<!-- 抵质押信息 -->
<el-divider content-position="left">抵质押信息</el-divider>
<el-row>
<el-divider v-if="isCollateralGuarantee" content-position="left">抵质押信息</el-divider>
<el-row v-if="isCollateralGuarantee">
<el-col :span="12">
<el-form-item label="抵质押类型" prop="collType">
<el-select v-model="form.collType" placeholder="请选择抵质押类型" style="width: 100%">
<el-option label="一类" value="一类"/>
<el-option label="二类" value="二类"/>
<el-option label="三类" value="三类"/>
<el-option v-for="item in collateralTypeOptions" :key="item" :label="item" :value="item"/>
</el-select>
</el-form-item>
</el-col>
<el-col :span="12">
<el-form-item label="抵质押物三方所有" prop="collThirdParty">
<el-form-item label="抵质押物是否第三方所有" prop="collThirdParty">
<el-switch v-model="form.collThirdParty"/>
</el-form-item>
</el-col>
</el-row>
</el-form>
<history-contract-selector
:visible.sync="showHistorySelector"
:contracts="historyContracts"
:loading="historyLoading"
@select="handleHistoryContractSelect"
/>
<div slot="footer" class="dialog-footer">
<el-button type="primary" :loading="submitting" @click="submitForm"> </el-button>
<el-button @click="cancel"> </el-button>
@@ -108,14 +128,22 @@
</template>
<script>
import {createPersonalWorkflow} from "@/api/loanPricing/workflow"
import {createPersonalWorkflow, queryHistoryContracts} from "@/api/loanPricing/workflow"
import HistoryContractSelector from "./HistoryContractSelector"
export default {
name: "PersonalCreateDialog",
components: {
HistoryContractSelector
},
props: {
visible: {
type: Boolean,
default: false
},
customerMap: {
type: Object,
default: null
}
},
data() {
@@ -140,17 +168,23 @@ export default {
'1', '2', '3', '4', '5', '6'
],
submitting: false,
showHistorySelector: false,
historyLoading: false,
historyContracts: [],
selectedHistoryContract: null,
form: {
orgCode: '892000',
runType: '1',
custIsn: undefined,
custName: undefined,
custIsn: this.customerMap ? this.customerMap.cust_isn : undefined,
custName: this.customerMap ? this.customerMap.cust_name : undefined,
idType: undefined,
idNum: undefined,
idNum: this.customerMap ? (this.customerMap.cust_id || '').substring(3) : undefined,
guarType: undefined,
applyAmt: undefined,
loanPurpose: undefined,
loanTerm: undefined,
businessType: undefined,
loanRateHistory: undefined,
bizProof: false,
loanLoop: false,
collType: undefined,
@@ -182,6 +216,12 @@ export default {
],
loanTerm: [
{required: true, message: "请选择借款期限", trigger: "change"}
],
businessType: [
{required: true, message: "请选择业务种类", trigger: "change"}
],
loanRateHistory: [
{required: true, message: "请选择历史贷款合同", trigger: "change"}
]
}
}
@@ -194,6 +234,21 @@ export default {
set(val) {
this.$emit('update:visible', val)
}
},
isCollateralGuarantee() {
return this.form.guarType === '抵押' || this.form.guarType === '质押'
},
isStockTransfer() {
return this.form.businessType === '存量转贷'
},
collateralTypeOptions() {
if (this.form.guarType === '抵押') {
return ['一类', '二类', '三类', '四类', '其他']
}
if (this.form.guarType === '质押') {
return ['存单质押', '其他']
}
return []
}
},
watch: {
@@ -201,6 +256,11 @@ export default {
if (val) {
this.reset()
}
},
'form.guarType'(val, oldVal) {
if (val !== oldVal) {
this.resetCollateralFields()
}
}
},
methods: {
@@ -209,21 +269,31 @@ export default {
this.form = {
orgCode: '892000',
runType: '1',
custIsn: undefined,
custName: undefined,
custIsn: this.customerMap ? this.customerMap.cust_isn : undefined,
custName: this.customerMap ? this.customerMap.cust_name : undefined,
idType: undefined,
idNum: undefined,
idNum: this.customerMap ? (this.customerMap.cust_id || '').substring(3) : undefined,
guarType: undefined,
applyAmt: undefined,
loanPurpose: undefined,
loanTerm: undefined,
businessType: undefined,
loanRateHistory: undefined,
bizProof: false,
loanLoop: false,
collType: undefined,
collThirdParty: false
}
this.submitting = false
this.resetForm("form")
this.showHistorySelector = false
this.historyLoading = false
this.historyContracts = []
this.selectedHistoryContract = null
this.$nextTick(() => {
if (this.$refs.form) {
this.$refs.form.clearValidate()
}
})
},
/** 对话框关闭处理 */
handleClose() {
@@ -234,17 +304,80 @@ export default {
this.dialogVisible = false
this.reset()
},
/** 清空抵质押字段 */
resetCollateralFields() {
this.form.collType = undefined
this.form.collThirdParty = false
this.$nextTick(() => {
if (this.$refs.form) {
this.$refs.form.clearValidate(['collType', 'collThirdParty'])
}
})
},
handleBusinessTypeChange(value) {
this.clearHistoryContract()
if (value === '存量转贷') {
this.queryHistoryContracts()
}
},
queryHistoryContracts() {
if (!this.form.custIsn) {
this.$modal.msgWarning("客户内码不能为空")
return
}
this.historyLoading = true
queryHistoryContracts(this.form.custIsn).then(response => {
this.historyContracts = response.data || []
if (this.historyContracts.length === 0) {
this.$modal.msgWarning("未查询到历史贷款合同")
return
}
this.showHistorySelector = true
}).finally(() => {
this.historyLoading = false
})
},
handleHistoryContractSelect(row) {
if (!row.loan_rate_history) {
this.$modal.msgWarning("历史贷款利率不能为空")
return
}
this.selectedHistoryContract = row
this.form.loanRateHistory = row.loan_rate_history
},
clearHistoryContract() {
this.selectedHistoryContract = null
this.form.loanRateHistory = undefined
this.historyContracts = []
this.$nextTick(() => {
if (this.$refs.form) {
this.$refs.form.clearValidate(['loanRateHistory'])
}
})
},
/** 提交按钮 */
submitForm() {
this.$refs["form"].validate(valid => {
if (valid) {
if (this.isStockTransfer && !this.form.loanRateHistory) {
this.$modal.msgWarning("请选择历史贷款合同")
return
}
this.submitting = true
// 转换开关值为字符串
const data = {
...this.form,
bizProof: this.form.bizProof ? '1' : '0',
loanLoop: this.form.loanLoop ? '1' : '0',
collThirdParty: this.form.collThirdParty ? '1' : '0'
loanLoop: this.form.loanLoop ? '1' : '0'
}
if (this.isCollateralGuarantee) {
data.collThirdParty = this.form.collThirdParty ? '1' : '0'
} else {
delete data.collType
delete data.collThirdParty
}
if (!this.isStockTransfer) {
delete data.loanRateHistory
}
createPersonalWorkflow(data).then(response => {

View File

@@ -80,6 +80,8 @@
<el-descriptions-item label="担保方式">{{ detailData.guarType }}</el-descriptions-item>
<el-descriptions-item label="申请金额">{{ detailData.applyAmt }} </el-descriptions-item>
<el-descriptions-item label="贷款用途">{{ formatLoanPurpose(detailData.loanPurpose) }}</el-descriptions-item>
<el-descriptions-item label="业务种类">{{ detailData.businessType || '-' }}</el-descriptions-item>
<el-descriptions-item label="历史贷款利率">{{ detailData.loanRateHistory || '-' }}</el-descriptions-item>
<el-descriptions-item label="借款期限">{{ detailData.loanTerm || '-' }}</el-descriptions-item>
<el-descriptions-item label="是否有经营佐证">{{
formatBoolean(detailData.bizProof)

View File

@@ -81,17 +81,33 @@
<!-- 客户类型选择对话框 -->
<customer-type-selector :visible.sync="showTypeSelector" @select="handleSelectType"/>
<!-- 客户号查询选择对话框 -->
<customer-map-selector
:visible.sync="showCustomerMapSelector"
:customer-type="selectedCustomerType"
@select="handleCustomerMapSelect"
/>
<!-- 个人客户创建对话框 -->
<personal-create-dialog :visible.sync="showPersonalDialog" @success="handleCreateSuccess"/>
<personal-create-dialog
:visible.sync="showPersonalDialog"
:customer-map="selectedCustomerMap"
@success="handleCreateSuccess"
/>
<!-- 企业客户创建对话框 -->
<corporate-create-dialog :visible.sync="showCorporateDialog" @success="handleCreateSuccess"/>
<corporate-create-dialog
:visible.sync="showCorporateDialog"
:customer-map="selectedCustomerMap"
@success="handleCreateSuccess"
/>
</div>
</template>
<script>
import {listWorkflow} from "@/api/loanPricing/workflow"
import CustomerTypeSelector from "./components/CustomerTypeSelector"
import CustomerMapSelector from "./components/CustomerMapSelector"
import PersonalCreateDialog from "./components/PersonalCreateDialog"
import CorporateCreateDialog from "./components/CorporateCreateDialog"
@@ -99,6 +115,7 @@ export default {
name: "LoanPricingWorkflow",
components: {
CustomerTypeSelector,
CustomerMapSelector,
PersonalCreateDialog,
CorporateCreateDialog
},
@@ -114,6 +131,12 @@ export default {
workflowList: [],
// 是否显示客户类型选择弹出层
showTypeSelector: false,
// 是否显示客户号查询选择弹出层
showCustomerMapSelector: false,
// 当前选择的客户类型
selectedCustomerType: undefined,
// 当前选择的客户号映射记录
selectedCustomerMap: null,
// 是否显示个人客户创建弹出层
showPersonalDialog: false,
// 是否显示企业客户创建弹出层
@@ -134,6 +157,18 @@ export default {
activated() {
this.getList()
},
watch: {
showPersonalDialog(val) {
if (!val && !this.showCorporateDialog) {
this.clearSelectedCustomer()
}
},
showCorporateDialog(val) {
if (!val && !this.showPersonalDialog) {
this.clearSelectedCustomer()
}
}
},
methods: {
/** 查询利率定价流程列表 */
getList() {
@@ -167,15 +202,28 @@ export default {
},
/** 选择客户类型回调 */
handleSelectType(type) {
if (type === 'personal') {
this.selectedCustomerType = type
this.selectedCustomerMap = null
this.showCustomerMapSelector = true
},
/** 选择客户号映射记录回调 */
handleCustomerMapSelect(row) {
this.selectedCustomerMap = row
if (this.selectedCustomerType === 'personal') {
this.showPersonalDialog = true
} else if (type === 'corporate') {
} else if (this.selectedCustomerType === 'corporate') {
this.showCorporateDialog = true
}
},
/** 创建成功回调 */
handleCreateSuccess() {
this.clearSelectedCustomer()
this.getList()
},
/** 清空已选客户信息 */
clearSelectedCustomer() {
this.selectedCustomerMap = null
this.selectedCustomerType = undefined
}
}
}

View File

@@ -33,11 +33,18 @@ assert(
)
assert(
personalCreateDialog.includes('label="一类"') &&
personalCreateDialog.includes('label="二类"') &&
personalCreateDialog.includes('label="三类"') &&
personalCreateDialog.includes('v-if="isCollateralGuarantee"') &&
personalCreateDialog.includes("this.form.guarType === '抵押' || this.form.guarType === '质押'") &&
personalCreateDialog.includes('resetCollateralFields()'),
'个人新增弹窗抵质押信息未按担保方式显示并清空'
)
assert(
personalCreateDialog.includes('collateralTypeOptions') &&
personalCreateDialog.includes("return ['一类', '二类', '三类', '四类', '其他']") &&
personalCreateDialog.includes("return ['存单质押', '其他']") &&
!personalCreateDialog.includes('label="一线"'),
'个人新增弹窗抵质押类型选项未按 Excel 对齐'
'个人新增弹窗抵质押类型选项未按担保方式动态切换'
)
assert(
@@ -48,8 +55,10 @@ assert(
assert(
personalCreateDialog.includes("bizProof: this.form.bizProof ? '1' : '0'") &&
personalCreateDialog.includes("loanLoop: this.form.loanLoop ? '1' : '0'") &&
personalCreateDialog.includes("collThirdParty: this.form.collThirdParty ? '1' : '0'"),
'个人新增弹窗开关字段未按 1/0 提交'
personalCreateDialog.includes("data.collThirdParty = this.form.collThirdParty ? '1' : '0'") &&
personalCreateDialog.includes('delete data.collType') &&
personalCreateDialog.includes('delete data.collThirdParty'),
'个人新增弹窗开关字段或非抵质押提交字段处理不正确'
)
assert(

View File

@@ -15,6 +15,7 @@ assert(
)
const requiredRetailFields = [
'retailOutput.greyBlackCust',
'retailOutput.loanRateHistory',
'retailOutput.minRateProduct',
'retailOutput.smoothRange',
@@ -26,4 +27,10 @@ requiredRetailFields.forEach((field) => {
assert(modelOutput.includes(field), `模型输出缺少字段展示: ${field}`)
})
assert(
modelOutput.indexOf('label="灰黑名单客户"') > modelOutput.indexOf('<h4 class="section-title">基本信息</h4>')
&& modelOutput.indexOf('label="灰黑名单客户"') < modelOutput.indexOf('<h4 class="section-title">测算结果</h4>'),
'灰黑名单客户未展示在个人模型输出基础信息中'
)
console.log('retail display fields assertions passed')

View File

@@ -0,0 +1,13 @@
-- 上虞对公利率测算字段对齐
ALTER TABLE `loan_pricing_workflow`
ADD COLUMN `repay_method` varchar(20) DEFAULT NULL COMMENT '还款方式: 分期/不分期' AFTER `loan_term`;
ALTER TABLE `model_corp_output_fields`
ADD COLUMN `repay_method` varchar(100) DEFAULT NULL COMMENT '还款方式' AFTER `id_num`,
ADD COLUMN `is_trade_build_ent` varchar(100) DEFAULT NULL COMMENT '贸易和建筑业企业' AFTER `is_tech_ent`,
ADD COLUMN `loan_rate_history` varchar(100) DEFAULT NULL COMMENT '历史利率' AFTER `calculate_rate`,
ADD COLUMN `min_rate_product` varchar(100) DEFAULT NULL COMMENT '产品最低利率下限' AFTER `loan_rate_history`,
ADD COLUMN `smooth_range` varchar(100) DEFAULT NULL COMMENT '平滑幅度' AFTER `min_rate_product`,
ADD COLUMN `final_calculate_rate` varchar(100) DEFAULT NULL COMMENT '最终测算利率' AFTER `smooth_range`,
ADD COLUMN `reference_rate` varchar(100) DEFAULT NULL COMMENT '参考利率' AFTER `final_calculate_rate`;

View File

@@ -0,0 +1,15 @@
-- 对公展示指标字段对齐:补充还款方式与模型输出缺失字段
-- 执行库loan-pricing
ALTER TABLE `loan_pricing_workflow`
ADD COLUMN `repay_method` varchar(20) DEFAULT NULL COMMENT '还款方式: 分期/不分期'
AFTER `guar_type`;
ALTER TABLE `model_corp_output_fields`
ADD COLUMN `repay_method` varchar(100) DEFAULT NULL COMMENT '还款方式' AFTER `id_num`,
ADD COLUMN `is_trade_build_ent` varchar(100) DEFAULT NULL COMMENT '贸易和建筑业企业' AFTER `has_settle_acct`,
ADD COLUMN `loan_rate_history` varchar(100) DEFAULT NULL COMMENT '历史利率' AFTER `calculate_rate`,
ADD COLUMN `min_rate_product` varchar(100) DEFAULT NULL COMMENT '产品最低利率下限' AFTER `loan_rate_history`,
ADD COLUMN `smooth_range` varchar(100) DEFAULT NULL COMMENT '平滑幅度' AFTER `min_rate_product`,
ADD COLUMN `final_calculate_rate` varchar(100) DEFAULT NULL COMMENT '最终测算利率' AFTER `smooth_range`,
ADD COLUMN `reference_rate` varchar(100) DEFAULT NULL COMMENT '参考利率' AFTER `final_calculate_rate`;

View File

@@ -0,0 +1,4 @@
-- 为利率定价流程添加业务种类和历史贷款利率字段
ALTER TABLE `loan_pricing_workflow`
ADD COLUMN `business_type` varchar(20) DEFAULT NULL COMMENT '业务种类' AFTER `loan_purpose`,
ADD COLUMN `loan_rate_history` varchar(100) DEFAULT NULL COMMENT '历史贷款利率' AFTER `business_type`;

View File

@@ -0,0 +1,2 @@
ALTER TABLE `model_retail_output_fields`
ADD COLUMN `grey_black_cust` varchar(100) DEFAULT '' COMMENT '灰黑名单客户' AFTER `base_loan_rate`;

View File

@@ -751,7 +751,8 @@ CREATE TABLE `loan_pricing_workflow` (
`mid_ent_ele_ddc` varchar(10) DEFAULT NULL COMMENT '中间业务_企业_电费代扣: true/false',
`mid_ent_water_ddc` varchar(10) DEFAULT NULL COMMENT '中间业务_企业_水费代扣: true/false',
`apply_amt` varchar(50) NOT NULL COMMENT '申请金额(元)',
`loan_term` varchar(50) DEFAULT NULL COMMENT '款期限',
`loan_term` varchar(50) DEFAULT NULL COMMENT '款期限(年)',
`repay_method` varchar(20) DEFAULT NULL COMMENT '还款方式: 分期/不分期',
`is_clean_ent` varchar(10) DEFAULT NULL COMMENT '净身企业: true/false',
`has_settle_acct` varchar(10) DEFAULT NULL COMMENT '开立基本结算账户: true/false',
`is_manufacturing` varchar(10) DEFAULT NULL COMMENT '制造业企业: true/false',
@@ -762,9 +763,11 @@ CREATE TABLE `loan_pricing_workflow` (
`is_tax_a` varchar(10) DEFAULT NULL COMMENT '是否纳税信用等级A级: true/false',
`is_agri_leading` varchar(10) DEFAULT NULL COMMENT '是否县级及以上农业龙头企业: true/false',
`loan_purpose` varchar(20) DEFAULT NULL COMMENT '贷款用途: consumer-消费/business-经营',
`business_type` varchar(20) DEFAULT NULL COMMENT '业务种类',
`loan_rate_history` varchar(100) DEFAULT NULL COMMENT '历史贷款利率',
`biz_proof` varchar(10) DEFAULT NULL COMMENT '是否有经营佐证: true/false',
`loan_loop` varchar(10) DEFAULT NULL COMMENT '循环功能: true/false贷款合同是否开通循环功能',
`coll_type` varchar(20) DEFAULT NULL COMMENT '抵质押类型: 一线/一类/',
`coll_type` varchar(20) DEFAULT NULL COMMENT '抵质押类型: 一类/二类/三类/',
`coll_third_party` varchar(10) DEFAULT NULL COMMENT '抵质押物是否三方所有: true/false',
`loan_rate` varchar(20) DEFAULT NULL COMMENT '贷款利率',
`execute_rate` varchar(20) DEFAULT NULL COMMENT '执行利率(%)',
@@ -800,6 +803,7 @@ CREATE TABLE `model_corp_output_fields` (
`cust_name` varchar(100) DEFAULT NULL COMMENT '客户名称',
`id_type` varchar(100) DEFAULT NULL COMMENT '证件类型',
`id_num` varchar(100) DEFAULT NULL COMMENT '证件号码',
`repay_method` varchar(100) DEFAULT NULL COMMENT '还款方式',
`base_loan_rate` varchar(100) DEFAULT NULL COMMENT '基准利率',
`is_first_loan` varchar(100) DEFAULT NULL COMMENT '我行首贷客户',
`faith_day` varchar(100) DEFAULT NULL COMMENT '用信天数',
@@ -827,6 +831,7 @@ CREATE TABLE `model_corp_output_fields` (
`is_agri_guar` varchar(100) DEFAULT NULL COMMENT '省农担担保贷款',
`is_green_loan` varchar(100) DEFAULT NULL COMMENT '绿色贷款',
`is_tech_ent` varchar(100) DEFAULT NULL COMMENT '科技型企业',
`is_trade_build_ent` varchar(100) DEFAULT NULL COMMENT '贸易和建筑业企业',
`bp_ent_type` varchar(100) DEFAULT NULL COMMENT 'BP_企业客户类别',
`totoal_bp_relevance` varchar(100) DEFAULT NULL COMMENT 'TOTAL_BP_关联度',
`loan_term` varchar(100) DEFAULT NULL COMMENT '贷款期限',
@@ -844,6 +849,11 @@ CREATE TABLE `model_corp_output_fields` (
`totoal_bp_risk` varchar(100) DEFAULT NULL COMMENT 'TOTAL_BP_风险度',
`total_bp` varchar(100) DEFAULT NULL COMMENT '浮动BP',
`calculate_rate` varchar(100) DEFAULT NULL COMMENT '测算利率',
`loan_rate_history` varchar(100) DEFAULT NULL COMMENT '历史利率',
`min_rate_product` varchar(100) DEFAULT NULL COMMENT '产品最低利率下限',
`smooth_range` varchar(100) DEFAULT NULL COMMENT '平滑幅度',
`final_calculate_rate` varchar(100) DEFAULT NULL COMMENT '最终测算利率',
`reference_rate` varchar(100) DEFAULT NULL COMMENT '参考利率',
`create_time` datetime DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
PRIMARY KEY (`id`)
) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_general_ci COMMENT='客户贷款利率测算表';
@@ -865,6 +875,7 @@ CREATE TABLE `model_retail_output_fields` (
`id_type` varchar(100) COLLATE utf8mb4_general_ci DEFAULT '' COMMENT '证件类型',
`id_num` varchar(100) COLLATE utf8mb4_general_ci DEFAULT '' COMMENT '证件号码',
`base_loan_rate` varchar(100) COLLATE utf8mb4_general_ci DEFAULT '' COMMENT '基准利率',
`grey_black_cust` varchar(100) COLLATE utf8mb4_general_ci DEFAULT '' COMMENT '灰黑名单客户',
`is_first_loan` varchar(100) COLLATE utf8mb4_general_ci DEFAULT '' COMMENT '我行首贷客户',
`faith_day` varchar(100) COLLATE utf8mb4_general_ci DEFAULT '' COMMENT '用信天数',
`cust_age` varchar(100) COLLATE utf8mb4_general_ci DEFAULT '' COMMENT '客户年龄',

View File

@@ -333,7 +333,8 @@ CREATE TABLE `loan_pricing_workflow` (
`mid_ent_ele_ddc` varchar(10) DEFAULT NULL COMMENT '中间业务_企业_电费代扣: true/false',
`mid_ent_water_ddc` varchar(10) DEFAULT NULL COMMENT '中间业务_企业_水费代扣: true/false',
`apply_amt` varchar(50) NOT NULL COMMENT '申请金额(元)',
`loan_term` varchar(50) DEFAULT NULL COMMENT '款期限',
`loan_term` varchar(50) DEFAULT NULL COMMENT '款期限(年)',
`repay_method` varchar(20) DEFAULT NULL COMMENT '还款方式: 分期/不分期',
`is_clean_ent` varchar(10) DEFAULT NULL COMMENT '净身企业: true/false',
`has_settle_acct` varchar(10) DEFAULT NULL COMMENT '开立基本结算账户: true/false',
`is_manufacturing` varchar(10) DEFAULT NULL COMMENT '制造业企业: true/false',
@@ -344,9 +345,11 @@ CREATE TABLE `loan_pricing_workflow` (
`is_tax_a` varchar(10) DEFAULT NULL COMMENT '是否纳税信用等级A级: true/false',
`is_agri_leading` varchar(10) DEFAULT NULL COMMENT '是否县级及以上农业龙头企业: true/false',
`loan_purpose` varchar(20) DEFAULT NULL COMMENT '贷款用途: consumer-消费/business-经营',
`business_type` varchar(20) DEFAULT NULL COMMENT '业务种类',
`loan_rate_history` varchar(100) DEFAULT NULL COMMENT '历史贷款利率',
`biz_proof` varchar(10) DEFAULT NULL COMMENT '是否有经营佐证: true/false',
`loan_loop` varchar(10) DEFAULT NULL COMMENT '循环功能: true/false贷款合同是否开通循环功能',
`coll_type` varchar(20) DEFAULT NULL COMMENT '抵质押类型: 一线/一类/',
`coll_type` varchar(20) DEFAULT NULL COMMENT '抵质押类型: 一类/二类/三类/',
`coll_third_party` varchar(10) DEFAULT NULL COMMENT '抵质押物是否三方所有: true/false',
`loan_rate` varchar(20) DEFAULT NULL COMMENT '贷款利率',
`execute_rate` varchar(20) DEFAULT NULL COMMENT '执行利率(%)',
@@ -382,6 +385,7 @@ CREATE TABLE `model_corp_output_fields` (
`cust_name` varchar(100) DEFAULT NULL COMMENT '客户名称',
`id_type` varchar(100) DEFAULT NULL COMMENT '证件类型',
`id_num` varchar(100) DEFAULT NULL COMMENT '证件号码',
`repay_method` varchar(100) DEFAULT NULL COMMENT '还款方式',
`base_loan_rate` varchar(100) DEFAULT NULL COMMENT '基准利率',
`is_first_loan` varchar(100) DEFAULT NULL COMMENT '我行首贷客户',
`faith_day` varchar(100) DEFAULT NULL COMMENT '用信天数',
@@ -409,6 +413,7 @@ CREATE TABLE `model_corp_output_fields` (
`is_agri_guar` varchar(100) DEFAULT NULL COMMENT '省农担担保贷款',
`is_green_loan` varchar(100) DEFAULT NULL COMMENT '绿色贷款',
`is_tech_ent` varchar(100) DEFAULT NULL COMMENT '科技型企业',
`is_trade_build_ent` varchar(100) DEFAULT NULL COMMENT '贸易和建筑业企业',
`bp_ent_type` varchar(100) DEFAULT NULL COMMENT 'BP_企业客户类别',
`totoal_bp_relevance` varchar(100) DEFAULT NULL COMMENT 'TOTAL_BP_关联度',
`loan_term` varchar(100) DEFAULT NULL COMMENT '贷款期限',
@@ -426,6 +431,11 @@ CREATE TABLE `model_corp_output_fields` (
`totoal_bp_risk` varchar(100) DEFAULT NULL COMMENT 'TOTAL_BP_风险度',
`total_bp` varchar(100) DEFAULT NULL COMMENT '浮动BP',
`calculate_rate` varchar(100) DEFAULT NULL COMMENT '测算利率',
`loan_rate_history` varchar(100) DEFAULT NULL COMMENT '历史利率',
`min_rate_product` varchar(100) DEFAULT NULL COMMENT '产品最低利率下限',
`smooth_range` varchar(100) DEFAULT NULL COMMENT '平滑幅度',
`final_calculate_rate` varchar(100) DEFAULT NULL COMMENT '最终测算利率',
`reference_rate` varchar(100) DEFAULT NULL COMMENT '参考利率',
`create_time` datetime DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
PRIMARY KEY (`id`)
) ENGINE=InnoDB AUTO_INCREMENT=7 DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_general_ci COMMENT='客户贷款利率测算表';
@@ -447,6 +457,7 @@ CREATE TABLE `model_retail_output_fields` (
`id_type` varchar(100) COLLATE utf8mb4_general_ci DEFAULT '' COMMENT '证件类型',
`id_num` varchar(100) COLLATE utf8mb4_general_ci DEFAULT '' COMMENT '证件号码',
`base_loan_rate` varchar(100) COLLATE utf8mb4_general_ci DEFAULT '' COMMENT '基准利率',
`grey_black_cust` varchar(100) COLLATE utf8mb4_general_ci DEFAULT '' COMMENT '灰黑名单客户',
`is_first_loan` varchar(100) COLLATE utf8mb4_general_ci DEFAULT '' COMMENT '我行首贷客户',
`faith_day` varchar(100) COLLATE utf8mb4_general_ci DEFAULT '' COMMENT '用信天数',
`cust_age` varchar(100) COLLATE utf8mb4_general_ci DEFAULT '' COMMENT '客户年龄',

View File

@@ -14,20 +14,29 @@ CREATE TABLE `loan_pricing_workflow` (
`mid_ent_ele_ddc` varchar(10) DEFAULT NULL COMMENT '中间业务_企业_电费代扣: true/false',
`mid_ent_water_ddc` varchar(10) DEFAULT NULL COMMENT '中间业务_企业_水费代扣: true/false',
`apply_amt` varchar(50) NOT NULL COMMENT '申请金额(元)',
`loan_term` varchar(50) DEFAULT NULL COMMENT '借款期限(年)',
`repay_method` varchar(20) DEFAULT NULL COMMENT '还款方式: 分期/不分期',
`is_clean_ent` varchar(10) DEFAULT NULL COMMENT '净身企业: true/false',
`has_settle_acct` varchar(10) DEFAULT NULL COMMENT '开立基本结算账户: true/false',
`is_manufacturing` varchar(10) DEFAULT NULL COMMENT '制造业企业: true/false',
`is_agri_guar` varchar(10) DEFAULT NULL COMMENT '省农担担保贷款: true/false',
`is_tech_ent` varchar(10) DEFAULT NULL COMMENT '科技型企业: true/false科技型企业最多下降5BP',
`is_green_loan` varchar(10) DEFAULT NULL COMMENT '绿色贷款: true/false绿色贷款最多下降5BP',
`is_trade_construction` varchar(10) DEFAULT NULL COMMENT '贸易和建筑业企业标识: true/false抵质押类上调20BP',
`is_tax_a` varchar(10) DEFAULT NULL COMMENT '是否纳税信用等级A级: true/false',
`is_agri_leading` varchar(10) DEFAULT NULL COMMENT '是否县级及以上农业龙头企业: true/false',
`loan_purpose` varchar(20) DEFAULT NULL COMMENT '贷款用途: consumer-消费/business-经营',
`business_type` varchar(20) DEFAULT NULL COMMENT '业务种类',
`loan_rate_history` varchar(100) DEFAULT NULL COMMENT '历史贷款利率',
`biz_proof` varchar(10) DEFAULT NULL COMMENT '是否有经营佐证: true/false',
`coll_type` varchar(20) DEFAULT NULL COMMENT '抵质押类型: 一线/一类/二类',
`loan_loop` varchar(10) DEFAULT NULL COMMENT '循环功能: true/false贷款合同是否开通循环功能',
`coll_type` varchar(20) DEFAULT NULL COMMENT '抵质押类型: 一类/二类/三类/四类',
`coll_third_party` varchar(10) DEFAULT NULL COMMENT '抵质押物是否三方所有: true/false',
`loan_rate` varchar(20) NOT NULL COMMENT '贷款利率',
`loan_rate` varchar(20) DEFAULT NULL COMMENT '贷款利率',
`execute_rate` varchar(20) DEFAULT NULL COMMENT '执行利率(%)',
`cust_name` varchar(100) DEFAULT NULL COMMENT '客户名称',
`id_type` varchar(50) DEFAULT NULL COMMENT '证件类型',
`id_num` varchar(100) DEFAULT NULL COMMENT '证件号码',
`is_inclusive_finance` varchar(10) DEFAULT NULL COMMENT '是否普惠小微借款人: true/false',
`create_by` varchar(64) DEFAULT '' COMMENT '创建者',
`create_time` datetime DEFAULT NULL COMMENT '创建时间',

View File

@@ -3,57 +3,64 @@
*/
DROP TABLE IF EXISTS model_corp_output_fields;
CREATE TABLE `model_corp_output_fields` (
`id` BIGINT UNSIGNED NOT NULL AUTO_INCREMENT COMMENT '自增主键ID',
`cust_isn` VARCHAR(100) COMMENT '客户内码',
`cust_type` VARCHAR(100) COMMENT '客户类型',
`guar_type` VARCHAR(100) COMMENT '担保方式',
`cust_name` VARCHAR(100) COMMENT '客户名称',
`id_type` VARCHAR(100) COMMENT '证件类型',
`id_num` VARCHAR(100) COMMENT '证件号码',
`base_loan_rate` VARCHAR(100) COMMENT '基准利率',
`is_first_loan` VARCHAR(100) COMMENT '我行首贷客户',
`faith_day` VARCHAR(100) COMMENT '用信天数',
`bp_first_loan` VARCHAR(100) COMMENT 'BP_首贷',
`bp_age_loan` VARCHAR(100) COMMENT 'BP_贷',
`total_bp_loyalty` VARCHAR(100) COMMENT 'TOTAL_BP_忠诚度',
`balance_avg` VARCHAR(100) COMMENT '存款年日均',
`loan_avg` VARCHAR(100) COMMENT '款年日均',
`derivation_rate` VARCHAR(100) COMMENT '派生率',
`total_bp_contribution` VARCHAR(100) COMMENT 'TOTAL_BP_贡献度',
`mid_ent_connect` VARCHAR(100) COMMENT '中间业务_企业_企业互联',
`mid_ent_effect` VARCHAR(100) COMMENT '中间业务_企业_有效价值客户',
`mid_ent_inter` VARCHAR(100) COMMENT '中间业务_企业_国际业务',
`mid_ent_accept` VARCHAR(100) COMMENT '中间业务_企业_承兑',
`mid_ent_discount` VARCHAR(100) COMMENT '中间业务_企业_贴现',
`mid_ent_ele_ddc` VARCHAR(100) COMMENT '中间业务_企业_电费代扣',
`mid_ent_water_ddc` VARCHAR(100) COMMENT '中间业务_企业_费代扣',
`mid_ent_tax` VARCHAR(100) COMMENT '中间业务_企业_税务代扣',
`bp_mid` VARCHAR(100) COMMENT 'BP_中间业务',
`payroll` VARCHAR(100) COMMENT '代发工资户数',
`inv_loan_amount` VARCHAR(100) COMMENT '存量贷款余额',
`bp_payroll` VARCHAR(100) COMMENT 'BP_代发工资',
`is_clean_ent` VARCHAR(100) COMMENT '净身企业',
`has_settle_acct` VARCHAR(100) COMMENT '开立基本结算账户',
`is_agri_guar` VARCHAR(100) COMMENT '省农担担保贷款',
`is_green_loan` VARCHAR(100) COMMENT '绿色贷款',
`is_tech_ent` VARCHAR(100) COMMENT '科技型企业',
`bp_ent_type` VARCHAR(100) COMMENT 'BP_企业客户类别',
`totoal_bp_relevance` VARCHAR(100) COMMENT 'TOTAL_BP_关联度',
`loan_term` VARCHAR(100) COMMENT '贷款期限',
`bp_loan_term` VARCHAR(100) COMMENT 'BP_贷款期限',
`apply_amt` VARCHAR(100) COMMENT '申请金额',
`bp_loan_amount` VARCHAR(100) COMMENT 'BP_贷款额度',
`coll_type` VARCHAR(100) COMMENT '抵质押类型',
`coll_third_party` VARCHAR(100) COMMENT '抵质押物是否三方所有',
`bp_collateral` VARCHAR(100) COMMENT 'BP_抵押物',
`grey_cust` VARCHAR(100) COMMENT '灰名单客户',
`prin_overdue` VARCHAR(100) COMMENT '本金逾期',
`interest_overdue` VARCHAR(100) COMMENT '利息逾期',
`card_overdue` VARCHAR(100) COMMENT '信用卡逾期',
`bp_grey_overdue` VARCHAR(100) COMMENT 'BP_灰名单与逾期',
`totoal_bp_risk` VARCHAR(100) COMMENT 'TOTAL_BP_风险度',
`total_bp` VARCHAR(100) COMMENT '浮动BP',
`calculate_rate` VARCHAR(100) COMMENT '测算利率',
`create_time` DATETIME DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
PRIMARY KEY (`id`)
) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_general_ci COMMENT='客户贷款利率测算表';
`id` BIGINT UNSIGNED NOT NULL AUTO_INCREMENT COMMENT '自增主键ID',
`cust_isn` VARCHAR(100) COMMENT '客户内码',
`cust_type` VARCHAR(100) COMMENT '客户类型',
`guar_type` VARCHAR(100) COMMENT '担保方式',
`cust_name` VARCHAR(100) COMMENT '客户名称',
`id_type` VARCHAR(100) COMMENT '证件类型',
`id_num` VARCHAR(100) COMMENT '证件号码',
`repay_method` VARCHAR(100) COMMENT '还款方式',
`base_loan_rate` VARCHAR(100) COMMENT '基准利率',
`is_first_loan` VARCHAR(100) COMMENT '我行首贷客户',
`faith_day` VARCHAR(100) COMMENT '用信天数',
`bp_first_loan` VARCHAR(100) COMMENT 'BP_',
`bp_age_loan` VARCHAR(100) COMMENT 'BP_贷龄',
`total_bp_loyalty` VARCHAR(100) COMMENT 'TOTAL_BP_忠诚度',
`balance_avg` VARCHAR(100) COMMENT '款年日均',
`loan_avg` VARCHAR(100) COMMENT '贷款年日均',
`derivation_rate` VARCHAR(100) COMMENT '派生率',
`total_bp_contribution` VARCHAR(100) COMMENT 'TOTAL_BP_贡献度',
`mid_ent_connect` VARCHAR(100) COMMENT '中间业务_企业_企业互联',
`mid_ent_effect` VARCHAR(100) COMMENT '中间业务_企业_有效价值客户',
`mid_ent_inter` VARCHAR(100) COMMENT '中间业务_企业_国际业务',
`mid_ent_accept` VARCHAR(100) COMMENT '中间业务_企业_承兑',
`mid_ent_discount` VARCHAR(100) COMMENT '中间业务_企业_贴现',
`mid_ent_ele_ddc` VARCHAR(100) COMMENT '中间业务_企业_费代扣',
`mid_ent_water_ddc` VARCHAR(100) COMMENT '中间业务_企业_水费代扣',
`mid_ent_tax` VARCHAR(100) COMMENT '中间业务_企业_税务代扣',
`bp_mid` VARCHAR(100) COMMENT 'BP_中间业务',
`payroll` VARCHAR(100) COMMENT '代发工资户数',
`inv_loan_amount` VARCHAR(100) COMMENT '存量贷款余额',
`bp_payroll` VARCHAR(100) COMMENT 'BP_代发工资',
`is_clean_ent` VARCHAR(100) COMMENT '净身企业',
`has_settle_acct` VARCHAR(100) COMMENT '开立基本结算账户',
`is_agri_guar` VARCHAR(100) COMMENT '省农担担保贷款',
`is_green_loan` VARCHAR(100) COMMENT '绿色贷款',
`is_tech_ent` VARCHAR(100) COMMENT '科技型企业',
`is_trade_build_ent` VARCHAR(100) COMMENT '贸易和建筑业企业',
`bp_ent_type` VARCHAR(100) COMMENT 'BP_企业客户类别',
`totoal_bp_relevance` VARCHAR(100) COMMENT 'TOTAL_BP_关联度',
`loan_term` VARCHAR(100) COMMENT '借款期限',
`bp_loan_term` VARCHAR(100) COMMENT 'BP_贷款期限',
`apply_amt` VARCHAR(100) COMMENT '申请金额',
`bp_loan_amount` VARCHAR(100) COMMENT 'BP_贷款额度',
`coll_type` VARCHAR(100) COMMENT '抵质押类型',
`coll_third_party` VARCHAR(100) COMMENT '抵质押物是否三方所有',
`bp_collateral` VARCHAR(100) COMMENT 'BP_抵押物',
`grey_cust` VARCHAR(100) COMMENT '灰名单客户',
`prin_overdue` VARCHAR(100) COMMENT '本金逾期',
`interest_overdue` VARCHAR(100) COMMENT '利息逾期',
`card_overdue` VARCHAR(100) COMMENT '信用卡逾期',
`bp_grey_overdue` VARCHAR(100) COMMENT 'BP_灰名单与逾期',
`totoal_bp_risk` VARCHAR(100) COMMENT 'TOTAL_BP_风险度',
`total_bp` VARCHAR(100) COMMENT '浮动BP',
`calculate_rate` VARCHAR(100) COMMENT '测算利率',
`loan_rate_history` VARCHAR(100) COMMENT '历史利率',
`min_rate_product` VARCHAR(100) COMMENT '产品最低利率下限',
`smooth_range` VARCHAR(100) COMMENT '平滑幅度',
`final_calculate_rate` VARCHAR(100) COMMENT '最终测算利率',
`reference_rate` VARCHAR(100) COMMENT '参考利率',
`create_time` DATETIME DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
PRIMARY KEY (`id`)
) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_general_ci COMMENT='客户贷款利率测算表';

View File

@@ -20,6 +20,8 @@ CREATE TABLE IF NOT EXISTS model_retail_output_fields (
id_num VARCHAR(100) DEFAULT '' COMMENT '证件号码',
-- 基准利率百分比如4.35
base_loan_rate VARCHAR(100) DEFAULT '' COMMENT '基准利率',
-- 灰黑名单客户0/1
grey_black_cust VARCHAR(100) DEFAULT '' COMMENT '灰黑名单客户',
-- 我行首贷客户(是/否)
is_first_loan VARCHAR(100) DEFAULT '' COMMENT '我行首贷客户',
-- 用信天数

View File

@@ -0,0 +1,410 @@
# TongWeb接入全流程通用指南
## 1. 适用场景
本文档用于指导 Spring Boot 2.x 项目接入东方通 TongWeb 内嵌容器,适用于以下场景:
- 现有项目默认使用 Spring Boot 内嵌 Tomcat。
- 需要切换为 TongWeb 自启动运行。
- 需要将 TongWeb license 文件随应用一起打包。
- 需要沉淀一套可以迁移到其他项目的标准接入步骤。
本文以本仓库的接入经验为基础,输出的是一套可复用流程,而不是只面向当前项目的零散记录。
## 2. 前置准备
接入前需要准备以下信息:
### 2.1 TongWeb Starter 依赖
当前使用的依赖坐标:
```xml
<dependency>
<groupId>com.tongweb.springboot</groupId>
<artifactId>tongweb-spring-boot-starter-2.x</artifactId>
<version>7.0.E.7</version>
</dependency>
```
### 2.2 Maven 仓库
如果项目默认只配了 Maven Central 或阿里云公共仓库TongWeb 依赖通常无法直接解析,需要补充 TongWeb 仓库:
```xml
<repositories>
<repository>
<id>tongweb-releases</id>
<name>TongWeb Maven Releases</name>
<url>https://mvn.elitescloud.com/nexus/repository/maven-releases/</url>
<releases>
<enabled>true</enabled>
</releases>
<snapshots>
<enabled>false</enabled>
</snapshots>
</repository>
</repositories>
```
### 2.3 License 文件
需要一份可用的 TongWeb license 文件,例如:
- `Tongweb_license.dat`
建议确认以下信息:
- 许可证版本是否与目标 TongWeb 版本一致。
- 许可证是否仍在有效期内。
- 许可证是否允许当前部署规模使用。
## 3. 接入总流程
TongWeb 接入建议按下面顺序执行:
1. 确认项目里是谁引入了默认 Tomcat。
2. 排除默认 Tomcat 依赖。
3. 引入 TongWeb Starter。
4. 把 license 文件放入 `resources`
5.`application.yml` 中增加 TongWeb 配置。
6. 执行构建、依赖树、产物检查和启动验证。
7. 根据日志处理依赖解析、license 不匹配、配置冲突等问题。
## 4. 依赖改造
### 4.1 找出默认 Tomcat 来源
很多项目不是在启动模块直接声明 `spring-boot-starter-web`,而是通过公共框架模块间接引入。因此第一步必须先查清默认 Tomcat 的入口来源。
例如:
```xml
<dependency>
<groupId>org.springframework.boot</groupId>
<artifactId>spring-boot-starter-web</artifactId>
</dependency>
```
如果它出现在公共框架模块里,实际排除 Tomcat 时通常要在应用启动模块对该依赖做 `exclusion`
### 4.2 排除默认 Tomcat
推荐在最终启动模块中对上游框架模块做排除,避免默认内嵌 Tomcat 和 TongWeb 同时进入运行时:
```xml
<dependency>
<groupId>com.xxx</groupId>
<artifactId>project-framework</artifactId>
<exclusions>
<exclusion>
<groupId>org.springframework.boot</groupId>
<artifactId>spring-boot-starter-tomcat</artifactId>
</exclusion>
</exclusions>
</dependency>
```
### 4.3 引入 TongWeb Starter
在最终启动模块增加 TongWeb Starter
```xml
<dependency>
<groupId>com.tongweb.springboot</groupId>
<artifactId>tongweb-spring-boot-starter-2.x</artifactId>
<version>7.0.E.7</version>
</dependency>
```
### 4.4 资源打包
如果项目资源打包规则比较严格,建议显式保留 `resources` 配置,避免 `.dat` 文件没有进入产物:
```xml
<build>
<resources>
<resource>
<directory>src/main/resources</directory>
<filtering>false</filtering>
<includes>
<include>**/*</include>
</includes>
</resource>
</resources>
</build>
```
## 5. License 文件接入
### 5.1 放置路径
将 TongWeb license 文件放到:
```text
src/main/resources/Tongweb_license.dat
```
建议直接随项目源码管理,便于构建产物统一携带。
### 5.2 命名原则
配置中的文件名必须与实际资源名完全一致。例如资源名是:
```text
Tongweb_license.dat
```
那么配置里也必须写:
```text
classpath:Tongweb_license.dat
```
不要一个地方写 `license.dat`,另一个地方写 `Tongweb_license.dat`,否则运行时会直接出现 license 读取失败。
## 6. 配置接入
建议把 TongWeb 配置统一放到 `application.yml` 中,便于其他项目直接复用,而不是散落到多个环境文件。
推荐配置如下:
```yml
server:
tongweb:
license:
path: classpath:Tongweb_license.dat
```
如果项目本身已经有 `server` 节点,直接挂到其下即可,不需要额外拆配置文件。
## 7. 构建与验证
接入完成后,至少执行下面几类验证。
### 7.1 依赖解析验证
```bash
mvn -pl ruoyi-admin -am package -DskipTests
```
预期:
- TongWeb 依赖能够正常下载。
- 项目可以正常构建。
### 7.2 产物检查
```bash
jar tf ruoyi-admin/target/ruoyi-admin.jar | rg 'Tongweb_license.dat|tongweb'
```
预期:
- `Tongweb_license.dat` 已进入 `BOOT-INF/classes/`
- TongWeb 相关 jar 已进入 `BOOT-INF/lib/`
### 7.3 依赖树检查
```bash
mvn -pl ruoyi-admin dependency:tree '-Dincludes=com.tongweb.springboot:*,com.tongweb:*,org.apache.tomcat.embed:*'
```
预期:
- 能看到 TongWeb Starter 及相关依赖。
- 默认 `spring-boot-starter-tomcat` 不应再作为主依赖链出现。
注意:
- 某些项目中仍可能看到 `tomcat-embed-el`,它可能来自 `spring-boot-starter-validation` 等其他依赖。
- 是否需要继续清理,最终以实际启动结果为准。
### 7.4 启动验证
建议从应用模块目录直接执行:
```bash
mvn -f ruoyi-admin/pom.xml spring-boot:run -Dspring-boot.run.profiles=dev
```
这样可以避免从聚合工程根目录调用时Maven 把插件错误落到父 `pom` 上。
验证重点:
- 应用是否成功启动。
- TongWeb License SDK 日志是否出现。
- 端口是否成功监听。
- 是否出现 TongWeb 与 Tomcat 的容器冲突报错。
### 7.5 启动后进程清理
如果是本地验证,结束测试后需要手动关闭 Java 进程,避免残留服务继续占用端口。
例如:
```bash
lsof -nP -iTCP:63310 -sTCP:LISTEN
kill <PID>
```
## 8. 推荐自动化测试
如果项目有测试体系,建议至少补两类测试。
### 8.1 资源存在性测试
验证 license 文件能否从 classpath 读取:
```java
assertNotNull(
TongWebLicenseResourceTest.class.getClassLoader().getResource("Tongweb_license.dat"));
```
### 8.2 配置存在性测试
验证 `application.yml` 中是否存在:
```text
server.tongweb.license.path
```
这样可以避免后续重构时把 TongWeb 配置误删。
## 9. 常见问题
### 9.1 TongWeb 依赖下载失败
典型现象:
- Maven 提示找不到 `tongweb-spring-boot-starter-2.x`
原因:
- 项目只配置了公共仓库,没有配置 TongWeb 专用仓库。
处理方式:
- 补充 TongWeb Maven 仓库。
### 9.2 `spring-boot:run` 找不到插件
典型现象:
- `No plugin found for prefix 'spring-boot'`
处理方式:
- 改为从子模块目录执行,或者用 `-f ruoyi-admin/pom.xml` 指向具体模块。
### 9.3 `spring-boot:run` 落到父工程
典型现象:
- `Unable to find a suitable main class`
原因:
- Spring Boot 插件被执行在聚合父 `pom` 上。
处理方式:
- 使用:
```bash
mvn -f ruoyi-admin/pom.xml spring-boot:run
```
### 9.4 License 不匹配或已过期
典型现象:
- 版本号不匹配告警
- 有效期已过期
这类问题说明 TongWeb 配置链路通常已经生效,真正的问题是授权文件本身不适配当前环境。
处理方式:
- 更换与目标 TongWeb 版本一致、且仍在有效期内的 license 文件。
### 9.5 项目里仍保留 `server.tomcat.*`
如果项目原先已有:
```yml
server:
tomcat:
...
```
建议先不要大规模重构。
处理策略:
- 若 TongWeb 启动时仅忽略这些配置,则先保留。
- 只有当日志明确指出这些配置导致启动失败时,再做最小必要调整。
## 10. 可复制模板
### 10.1 `pom.xml` 最小改造模板
```xml
<dependency>
<groupId>com.xxx</groupId>
<artifactId>project-framework</artifactId>
<exclusions>
<exclusion>
<groupId>org.springframework.boot</groupId>
<artifactId>spring-boot-starter-tomcat</artifactId>
</exclusion>
</exclusions>
</dependency>
<dependency>
<groupId>com.tongweb.springboot</groupId>
<artifactId>tongweb-spring-boot-starter-2.x</artifactId>
<version>7.0.E.7</version>
</dependency>
```
### 10.2 `application.yml` 模板
```yml
server:
tongweb:
license:
path: classpath:Tongweb_license.dat
```
### 10.3 目录模板
```text
src/main/resources/Tongweb_license.dat
```
## 11. 最终检查清单
在其他项目复用时,可以按下面清单逐项确认:
- 是否已确认默认 Tomcat 的引入来源
- 是否已排除 `spring-boot-starter-tomcat`
- 是否已引入 TongWeb Starter
- 是否已配置 TongWeb Maven 仓库
- 是否已将 `Tongweb_license.dat` 放入 `src/main/resources`
- 是否已在 `application.yml` 中加入 `server.tongweb.license.path`
- 是否已通过构建验证
- 是否已确认产物中包含 TongWeb 相关 jar 与 license 文件
- 是否已完成启动验证
- 是否已确认 license 版本、有效期和授权范围可用
## 12. 结论
TongWeb 接入本质上只包含四件事:
- 替换默认内嵌容器依赖
- 接入 TongWeb 仓库与 Starter
- 让 license 文件进入 classpath
- 用启动日志验证 TongWeb 是否真正接管运行
只要按这个顺序执行TongWeb 接入通常可以用最短路径完成,且这套流程可以直接迁移到其他 Spring Boot 项目中。

1
tongweb/license.dat Executable file
View File

@@ -0,0 +1 @@
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

15
tongweb_63311.properties Normal file
View File

@@ -0,0 +1,15 @@
#TongTech License properties
#Wed Apr 29 13:50:24 CST 2026
application.location=/Users/wkc/Desktop/loan-pricing/loan-pricing
license.create.date=2024-12-10
license.customer.name=\u6D59\u6C5F\u519C\u6751\u5546\u4E1A\u8054\u5408\u94F6\u884C\u80A1\u4EFD\u6709\u9650\u516C\u53F8
license.end.date=-1
license.extern.properties.name=validateType,order_number,license_info
license.extern.properties.value=file,2024-2121,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
license.file.content=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
license.file.path=classpath\:license.dat
license.max.number=-1
license.project.name=\u6D59\u6C5F\u519C\u6751\u5546\u4E1A\u8054\u5408\u94F6\u884C\u80A1\u4EFD\u6709\u9650\u516C\u53F8\u5173\u4E8E\u56FD\u4EA7\u5316\u5E94\u7528\u670D\u52A1\u5668\u4E2D\u95F4\u4EF6\u91C7\u8D2D
license.type=release
license.validate.type=file
server.number=7.0.E.7