feat(credit): 添加客户跟进七步骤功能

- 在CreditMpCustomer实体类中添加七个跟进步骤相关字段
- 实现跟进步骤审核功能，包括单个和批量审核接口
- 添加待审核步骤查询接口和客户跟进统计功能
- 实现流程结束功能和详细的步骤状态管理
- 创建相应的DTO和VO数据传输对象
- 在Mapper层添加待审核步骤查询SQL实现

docs/ai/后端实现指南.md

@@ -0,0 +1,458 @@
+# 客户跟进7步骤后端实现指南
+
+## 📋 概述
+
+本指南详细说明如何实现客户跟进7个步骤功能的后端代码，包括数据库设计、Java后端实现和API接口。
+
+## 🗄️ 数据库设计
+
+### 1. 修改 credit_mp_customer 表结构
+
+```sql
+-- 为第5-7步添加字段（第1-4步字段已存在）
+-- 第5步：合同签订
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step5_submitted TINYINT DEFAULT 0 COMMENT '是否已提交';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step5_submitted_at VARCHAR(255) COMMENT '提交时间';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step5_contracts TEXT COMMENT '合同信息JSON数组';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step5_need_approval TINYINT DEFAULT 1 COMMENT '是否需要审核';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step5_approved TINYINT DEFAULT 0 COMMENT '是否审核通过';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step5_approved_at VARCHAR(255) COMMENT '审核时间';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step5_approved_by BIGINT COMMENT '审核人ID';
+
+-- 第6步：订单回款
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step6_submitted TINYINT DEFAULT 0 COMMENT '是否已提交';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step6_submitted_at VARCHAR(255) COMMENT '提交时间';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step6_payment_records TEXT COMMENT '财务录入的回款记录JSON数组';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step6_expected_payments TEXT COMMENT '预计回款JSON数组';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step6_need_approval TINYINT DEFAULT 1 COMMENT '是否需要审核';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step6_approved TINYINT DEFAULT 0 COMMENT '是否审核通过';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step6_approved_at VARCHAR(255) COMMENT '审核时间';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step6_approved_by BIGINT COMMENT '审核人ID';
+
+-- 第7步：电话回访
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step7_submitted TINYINT DEFAULT 0 COMMENT '是否已提交';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step7_submitted_at VARCHAR(255) COMMENT '提交时间';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step7_visit_records TEXT COMMENT '回访记录JSON数组';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step7_need_approval TINYINT DEFAULT 1 COMMENT '是否需要审核';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step7_approved TINYINT DEFAULT 0 COMMENT '是否审核通过';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step7_approved_at VARCHAR(255) COMMENT '审核时间';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step7_approved_by BIGINT COMMENT '审核人ID';
+
+-- 添加流程结束相关字段
+ALTER TABLE credit_mp_customer ADD COLUMN follow_process_ended TINYINT DEFAULT 0 COMMENT '流程是否已结束';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_process_end_time VARCHAR(255) COMMENT '流程结束时间';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_process_end_reason TEXT COMMENT '流程结束原因';
+```
+
+### 2. 创建审核记录表（可选）
+
+```sql
+CREATE TABLE credit_follow_approval (
+  id BIGINT PRIMARY KEY AUTO_INCREMENT,
+  customer_id BIGINT NOT NULL COMMENT '客户ID',
+  step TINYINT NOT NULL COMMENT '步骤号',
+  approved TINYINT NOT NULL COMMENT '是否通过',
+  remark TEXT COMMENT '审核备注',
+  approved_by BIGINT COMMENT '审核人ID',
+  approved_at VARCHAR(255) COMMENT '审核时间',
+  created_at VARCHAR(255) COMMENT '创建时间',
+  INDEX idx_customer_step (customer_id, step),
+  INDEX idx_approved_by (approved_by)
+) COMMENT='跟进步骤审核记录';
+```
+
+## ☕ Java后端实现
+
+### 1. 实体类修改
+
+```java
+// CreditMpCustomer.java 添加字段
+public class CreditMpCustomer {
+    // ... 现有字段
+    
+    // 第5步字段
+    private Integer followStep5Submitted;
+    private String followStep5SubmittedAt;
+    private String followStep5Contracts;
+    private Integer followStep5NeedApproval;
+    private Integer followStep5Approved;
+    private String followStep5ApprovedAt;
+    private Long followStep5ApprovedBy;
+    
+    // 第6步字段
+    private Integer followStep6Submitted;
+    private String followStep6SubmittedAt;
+    private String followStep6PaymentRecords;
+    private String followStep6ExpectedPayments;
+    private Integer followStep6NeedApproval;
+    private Integer followStep6Approved;
+    private String followStep6ApprovedAt;
+    private Long followStep6ApprovedBy;
+    
+    // 第7步字段
+    private Integer followStep7Submitted;
+    private String followStep7SubmittedAt;
+    private String followStep7VisitRecords;
+    private Integer followStep7NeedApproval;
+    private Integer followStep7Approved;
+    private String followStep7ApprovedAt;
+    private Long followStep7ApprovedBy;
+    
+    // 流程结束字段
+    private Integer followProcessEnded;
+    private String followProcessEndTime;
+    private String followProcessEndReason;
+    
+    // getter/setter 方法...
+}
+```
+
+### 2. DTO类创建
+
+```java
+// FollowStepApprovalDTO.java
+@Data
+public class FollowStepApprovalDTO {
+    private Long customerId;
+    private Integer step;
+    private Boolean approved;
+    private String remark;
+}
+
+// BatchFollowStepApprovalDTO.java
+@Data
+public class BatchFollowStepApprovalDTO {
+    private List<FollowStepApprovalDTO> approvals;
+}
+
+// FollowStatisticsDTO.java
+@Data
+public class FollowStatisticsDTO {
+    private Integer totalSteps;
+    private Integer completedSteps;
+    private Integer currentStep;
+    private Double progress;
+    private List<FollowStepDetailDTO> stepDetails;
+}
+
+// FollowStepDetailDTO.java
+@Data
+public class FollowStepDetailDTO {
+    private Integer step;
+    private String title;
+    private String status; // pending, submitted, approved, rejected
+    private String submittedAt;
+    private String approvedAt;
+}
+```
+
+### 3. Service层实现
+
+```java
+// CreditMpCustomerServiceImpl.java 添加方法
+
+@Service
+public class CreditMpCustomerServiceImpl implements CreditMpCustomerService {
+    
+    /**
+     * 审核跟进步骤
+     */
+    @Override
+    @Transactional
+    public void approveFollowStep(FollowStepApprovalDTO dto) {
+        CreditMpCustomer customer = getById(dto.getCustomerId());
+        if (customer == null) {
+            throw new ServiceException("客户不存在");
+        }
+        
+        // 验证步骤是否已提交
+        if (!isStepSubmitted(customer, dto.getStep())) {
+            throw new ServiceException("该步骤尚未提交，无法审核");
+        }
+        
+        // 更新审核状态
+        updateStepApproval(customer, dto);
+        
+        // 记录审核日志
+        saveApprovalLog(dto);
+        
+        // 如果审核通过，更新客户步骤状态
+        if (dto.getApproved()) {
+            updateCustomerStep(customer, dto.getStep());
+        }
+    }
+    
+    /**
+     * 批量审核跟进步骤
+     */
+    @Override
+    @Transactional
+    public void batchApproveFollowSteps(BatchFollowStepApprovalDTO dto) {
+        for (FollowStepApprovalDTO approval : dto.getApprovals()) {
+            approveFollowStep(approval);
+        }
+    }
+    
+    /**
+     * 获取待审核的跟进步骤列表
+     */
+    @Override
+    public List<PendingApprovalStepVO> getPendingApprovalSteps(FollowStepQueryDTO query) {
+        return baseMapper.selectPendingApprovalSteps(query);
+    }
+    
+    /**
+     * 获取客户跟进统计
+     */
+    @Override
+    public FollowStatisticsDTO getFollowStatistics(Long customerId) {
+        CreditMpCustomer customer = getById(customerId);
+        if (customer == null) {
+            throw new ServiceException("客户不存在");
+        }
+        
+        FollowStatisticsDTO statistics = new FollowStatisticsDTO();
+        statistics.setTotalSteps(7);
+        
+        List<FollowStepDetailDTO> stepDetails = new ArrayList<>();
+        int completedSteps = 0;
+        int currentStep = 1;
+        
+        for (int i = 1; i <= 7; i++) {
+            FollowStepDetailDTO detail = getStepDetail(customer, i);
+            stepDetails.add(detail);
+            
+            if ("approved".equals(detail.getStatus())) {
+                completedSteps++;
+                currentStep = i + 1;
+            } else if ("submitted".equals(detail.getStatus()) && currentStep == 1) {
+                currentStep = i;
+            }
+        }
+        
+        statistics.setCompletedSteps(completedSteps);
+        statistics.setCurrentStep(Math.min(currentStep, 7));
+        statistics.setProgress((double) completedSteps / 7 * 100);
+        statistics.setStepDetails(stepDetails);
+        
+        return statistics;
+    }
+    
+    /**
+     * 结束客户跟进流程
+     */
+    @Override
+    @Transactional
+    public void endFollowProcess(Long customerId, String reason) {
+        CreditMpCustomer customer = getById(customerId);
+        if (customer == null) {
+            throw new ServiceException("客户不存在");
+        }
+        
+        customer.setFollowProcessEnded(1);
+        customer.setFollowProcessEndTime(DateUtil.formatDateTime(new Date()));
+        customer.setFollowProcessEndReason(reason);
+        
+        updateById(customer);
+    }
+    
+    // 私有辅助方法...
+    private boolean isStepSubmitted(CreditMpCustomer customer, Integer step) {
+        switch (step) {
+            case 1: return customer.getFollowStep1Submitted() == 1;
+            case 2: return customer.getFollowStep2Submitted() == 1;
+            // ... 其他步骤
+            case 7: return customer.getFollowStep7Submitted() == 1;
+            default: return false;
+        }
+    }
+    
+    private void updateStepApproval(CreditMpCustomer customer, FollowStepApprovalDTO dto) {
+        String currentTime = DateUtil.formatDateTime(new Date());
+        Long currentUserId = SecurityFrameworkUtils.getLoginUserId();
+        
+        switch (dto.getStep()) {
+            case 5:
+                customer.setFollowStep5Approved(dto.getApproved() ? 1 : 0);
+                customer.setFollowStep5ApprovedAt(currentTime);
+                customer.setFollowStep5ApprovedBy(currentUserId);
+                break;
+            case 6:
+                customer.setFollowStep6Approved(dto.getApproved() ? 1 : 0);
+                customer.setFollowStep6ApprovedAt(currentTime);
+                customer.setFollowStep6ApprovedBy(currentUserId);
+                break;
+            case 7:
+                customer.setFollowStep7Approved(dto.getApproved() ? 1 : 0);
+                customer.setFollowStep7ApprovedAt(currentTime);
+                customer.setFollowStep7ApprovedBy(currentUserId);
+                break;
+        }
+        
+        updateById(customer);
+    }
+}
+```
+
+### 4. Controller层实现
+
+```java
+// CreditMpCustomerController.java 添加接口
+
+@RestController
+@RequestMapping("/credit/credit-mp-customer")
+public class CreditMpCustomerController {
+    
+    @PostMapping("/approve-follow-step")
+    @OperLog(title = "审核跟进步骤", businessType = BusinessType.UPDATE)
+    public R<Void> approveFollowStep(@RequestBody FollowStepApprovalDTO dto) {
+        creditMpCustomerService.approveFollowStep(dto);
+        return R.ok();
+    }
+    
+    @PostMapping("/batch-approve-follow-steps")
+    @OperLog(title = "批量审核跟进步骤", businessType = BusinessType.UPDATE)
+    public R<Void> batchApproveFollowSteps(@RequestBody BatchFollowStepApprovalDTO dto) {
+        creditMpCustomerService.batchApproveFollowSteps(dto);
+        return R.ok();
+    }
+    
+    @GetMapping("/pending-approval-steps")
+    @OperLog(title = "获取待审核跟进步骤", businessType = BusinessType.SELECT)
+    public R<List<PendingApprovalStepVO>> getPendingApprovalSteps(FollowStepQueryDTO query) {
+        List<PendingApprovalStepVO> list = creditMpCustomerService.getPendingApprovalSteps(query);
+        return R.ok(list);
+    }
+    
+    @GetMapping("/follow-statistics/{customerId}")
+    @OperLog(title = "获取客户跟进统计", businessType = BusinessType.SELECT)
+    public R<FollowStatisticsDTO> getFollowStatistics(@PathVariable Long customerId) {
+        FollowStatisticsDTO statistics = creditMpCustomerService.getFollowStatistics(customerId);
+        return R.ok(statistics);
+    }
+    
+    @PostMapping("/end-follow-process")
+    @OperLog(title = "结束客户跟进流程", businessType = BusinessType.UPDATE)
+    public R<Void> endFollowProcess(@RequestBody EndFollowProcessDTO dto) {
+        creditMpCustomerService.endFollowProcess(dto.getCustomerId(), dto.getReason());
+        return R.ok();
+    }
+}
+```
+
+### 5. Mapper层SQL
+
+```xml
+<!-- CreditMpCustomerMapper.xml 添加查询方法 -->
+
+<select id="selectPendingApprovalSteps" resultType="com.your.package.PendingApprovalStepVO">
+    SELECT 
+        c.id as customerId,
+        c.to_user as customerName,
+        5 as step,
+        '合同签订' as stepTitle,
+        c.follow_step5_submitted_at as submittedAt,
+        u.real_name as submittedBy,
+        c.follow_step5_contracts as content
+    FROM credit_mp_customer c
+    LEFT JOIN sys_user u ON c.user_id = u.user_id
+    WHERE c.follow_step5_submitted = 1 
+    AND c.follow_step5_approved = 0 
+    AND c.deleted = 0
+    
+    UNION ALL
+    
+    SELECT 
+        c.id as customerId,
+        c.to_user as customerName,
+        6 as step,
+        '订单回款' as stepTitle,
+        c.follow_step6_submitted_at as submittedAt,
+        u.real_name as submittedBy,
+        c.follow_step6_expected_payments as content
+    FROM credit_mp_customer c
+    LEFT JOIN sys_user u ON c.user_id = u.user_id
+    WHERE c.follow_step6_submitted = 1 
+    AND c.follow_step6_approved = 0 
+    AND c.deleted = 0
+    
+    UNION ALL
+    
+    SELECT 
+        c.id as customerId,
+        c.to_user as customerName,
+        7 as step,
+        '电话回访' as stepTitle,
+        c.follow_step7_submitted_at as submittedAt,
+        u.real_name as submittedBy,
+        c.follow_step7_visit_records as content
+    FROM credit_mp_customer c
+    LEFT JOIN sys_user u ON c.user_id = u.user_id
+    WHERE c.follow_step7_submitted = 1 
+    AND c.follow_step7_approved = 0 
+    AND c.deleted = 0
+    
+    <if test="step != null">
+        HAVING step = #{step}
+    </if>
+    <if test="customerId != null">
+        HAVING customerId = #{customerId}
+    </if>
+    ORDER BY submittedAt DESC
+</select>
+```
+
+## 🔧 业务逻辑说明
+
+### 1. 步骤解锁机制
+- 第一步始终可用
+- 后续步骤需要前一步审核通过才能进行
+- 前端通过 `canEnterStep` 逻辑控制
+
+### 2. 审核流程
+- 步骤提交后设置 `needApproval = 1`
+- 管理员在后台审核
+- 审核通过后设置 `approved = 1` 并更新时间
+
+### 3. 数据格式
+- 所有复杂数据使用JSON格式存储
+- 文件上传返回URL，存储在JSON数组中
+- 时间统一使用 `YYYY-MM-DD HH:mm:ss` 格式
+
+### 4. 权限控制
+- 销售只能提交和查看自己的客户
+- 管理员可以审核所有步骤
+- 财务人员可以录入第6步回款数据
+
+## 📱 前端集成
+
+前端代码已经完成，包括：
+- 7个步骤的完整页面
+- 步骤状态显示和跳转逻辑
+- 数据提交和验证
+- 客户详情页面的汇总显示
+
+## 🚀 部署步骤
+
+1. 执行数据库迁移脚本
+2. 部署Java后端代码
+3. 更新前端API调用
+4. 测试完整流程
+5. 配置权限和审核流程
+
+## 📝 注意事项
+
+1. **数据备份**：执行数据库变更前请备份
+2. **权限配置**：确保各角色权限正确配置
+3. **文件上传**：确认文件上传服务正常
+4. **审核流程**：测试审核流程的完整性
+5. **性能优化**：大量数据时考虑分页和索引优化
+
+## 🔄 后续扩展
+
+可以考虑的功能：
+- 跟进模板和标准化流程
+- 自动提醒和通知
+- 数据统计和报表
+- 跟进效率分析
+- 客户满意度评估

src/main/java/com/gxwebsoft/credit/controller/CreditMpCustomerController.java

@@ -4,6 +4,12 @@ import com.gxwebsoft.common.core.web.BaseController;
 import com.gxwebsoft.credit.service.CreditMpCustomerService;
 import com.gxwebsoft.credit.entity.CreditMpCustomer;
 import com.gxwebsoft.credit.param.CreditMpCustomerParam;
+import com.gxwebsoft.credit.param.BatchFollowStepApprovalDTO;
+import com.gxwebsoft.credit.param.EndFollowProcessDTO;
+import com.gxwebsoft.credit.param.FollowStepApprovalDTO;
+import com.gxwebsoft.credit.param.FollowStepQueryDTO;
+import com.gxwebsoft.credit.vo.FollowStatisticsDTO;
+import com.gxwebsoft.credit.vo.PendingApprovalStepVO;
 import com.gxwebsoft.common.core.web.ApiResult;
 import com.gxwebsoft.common.core.web.PageResult;
 import com.gxwebsoft.common.core.web.PageParam;
@@ -126,4 +132,47 @@ public class CreditMpCustomerController extends BaseController {
         return fail("删除失败");
     }
 
+    @PreAuthorize("hasAuthority('credit:creditMpCustomer:update')")
+    @OperationLog
+    @Operation(summary = "审核跟进步骤")
+    @PostMapping("/approve-follow-step")
+    public ApiResult<?> approveFollowStep(@RequestBody FollowStepApprovalDTO dto) {
+        creditMpCustomerService.approveFollowStep(dto);
+        return success("审核成功");
+    }
+
+    @PreAuthorize("hasAuthority('credit:creditMpCustomer:update')")
+    @OperationLog
+    @Operation(summary = "批量审核跟进步骤")
+    @PostMapping("/batch-approve-follow-steps")
+    public ApiResult<?> batchApproveFollowSteps(@RequestBody BatchFollowStepApprovalDTO dto) {
+        creditMpCustomerService.batchApproveFollowSteps(dto);
+        return success("批量审核成功");
+    }
+
+    @PreAuthorize("hasAuthority('credit:creditMpCustomer:list')")
+    @Operation(summary = "获取待审核的跟进步骤")
+    @GetMapping("/pending-approval-steps")
+    public ApiResult<List<PendingApprovalStepVO>> getPendingApprovalSteps(FollowStepQueryDTO query) {
+        List<PendingApprovalStepVO> list = creditMpCustomerService.getPendingApprovalSteps(query);
+        return success(list);
+    }
+
+    @PreAuthorize("hasAuthority('credit:creditMpCustomer:list')")
+    @Operation(summary = "获取客户跟进统计")
+    @GetMapping("/follow-statistics/{customerId}")
+    public ApiResult<FollowStatisticsDTO> getFollowStatistics(@PathVariable Long customerId) {
+        FollowStatisticsDTO statistics = creditMpCustomerService.getFollowStatistics(customerId);
+        return success(statistics);
+    }
+
+    @PreAuthorize("hasAuthority('credit:creditMpCustomer:update')")
+    @OperationLog
+    @Operation(summary = "结束客户跟进流程")
+    @PostMapping("/end-follow-process")
+    public ApiResult<?> endFollowProcess(@RequestBody EndFollowProcessDTO dto) {
+        creditMpCustomerService.endFollowProcess(dto);
+        return success("流程结束成功");
+    }
+
 }

src/main/java/com/gxwebsoft/credit/entity/CreditMpCustomer.java

@@ -110,4 +110,159 @@ public class CreditMpCustomer implements Serializable {
     @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
     private LocalDateTime updateTime;
 
+    // 第1步：案件受理字段
+    @Schema(description = "第1步是否已提交")
+    private Integer followStep1Submitted;
+
+    @Schema(description = "第1步提交时间")
+    private String followStep1SubmittedAt;
+
+    @Schema(description = "第1步是否需要审核")
+    private Integer followStep1NeedApproval;
+
+    @Schema(description = "第1步是否审核通过")
+    private Integer followStep1Approved;
+
+    @Schema(description = "第1步审核时间")
+    private String followStep1ApprovedAt;
+
+    @Schema(description = "第1步审核人ID")
+    private Long followStep1ApprovedBy;
+
+    // 第2步：材料准备字段
+    @Schema(description = "第2步是否已提交")
+    private Integer followStep2Submitted;
+
+    @Schema(description = "第2步提交时间")
+    private String followStep2SubmittedAt;
+
+    @Schema(description = "第2步是否需要审核")
+    private Integer followStep2NeedApproval;
+
+    @Schema(description = "第2步是否审核通过")
+    private Integer followStep2Approved;
+
+    @Schema(description = "第2步审核时间")
+    private String followStep2ApprovedAt;
+
+    @Schema(description = "第2步审核人ID")
+    private Long followStep2ApprovedBy;
+
+    // 第3步：案件办理字段
+    @Schema(description = "第3步是否已提交")
+    private Integer followStep3Submitted;
+
+    @Schema(description = "第3步提交时间")
+    private String followStep3SubmittedAt;
+
+    @Schema(description = "第3步是否需要审核")
+    private Integer followStep3NeedApproval;
+
+    @Schema(description = "第3步是否审核通过")
+    private Integer followStep3Approved;
+
+    @Schema(description = "第3步审核时间")
+    private String followStep3ApprovedAt;
+
+    @Schema(description = "第3步审核人ID")
+    private Long followStep3ApprovedBy;
+
+    // 第4步：送达签收字段
+    @Schema(description = "第4步是否已提交")
+    private Integer followStep4Submitted;
+
+    @Schema(description = "第4步提交时间")
+    private String followStep4SubmittedAt;
+
+    @Schema(description = "第4步是否需要审核")
+    private Integer followStep4NeedApproval;
+
+    @Schema(description = "第4步是否审核通过")
+    private Integer followStep4Approved;
+
+    @Schema(description = "第4步审核时间")
+    private String followStep4ApprovedAt;
+
+    @Schema(description = "第4步审核人ID")
+    private Long followStep4ApprovedBy;
+
+    // 第5步：合同签订字段
+    @Schema(description = "第5步是否已提交")
+    private Integer followStep5Submitted;
+
+    @Schema(description = "第5步提交时间")
+    private String followStep5SubmittedAt;
+
+    @Schema(description = "第5步合同信息JSON数组")
+    private String followStep5Contracts;
+
+    @Schema(description = "第5步是否需要审核")
+    private Integer followStep5NeedApproval;
+
+    @Schema(description = "第5步是否审核通过")
+    private Integer followStep5Approved;
+
+    @Schema(description = "第5步审核时间")
+    private String followStep5ApprovedAt;
+
+    @Schema(description = "第5步审核人ID")
+    private Long followStep5ApprovedBy;
+
+    // 第6步：订单回款字段
+    @Schema(description = "第6步是否已提交")
+    private Integer followStep6Submitted;
+
+    @Schema(description = "第6步提交时间")
+    private String followStep6SubmittedAt;
+
+    @Schema(description = "第6步财务录入的回款记录JSON数组")
+    private String followStep6PaymentRecords;
+
+    @Schema(description = "第6步预计回款JSON数组")
+    private String followStep6ExpectedPayments;
+
+    @Schema(description = "第6步是否需要审核")
+    private Integer followStep6NeedApproval;
+
+    @Schema(description = "第6步是否审核通过")
+    private Integer followStep6Approved;
+
+    @Schema(description = "第6步审核时间")
+    private String followStep6ApprovedAt;
+
+    @Schema(description = "第6步审核人ID")
+    private Long followStep6ApprovedBy;
+
+    // 第7步：电话回访字段
+    @Schema(description = "第7步是否已提交")
+    private Integer followStep7Submitted;
+
+    @Schema(description = "第7步提交时间")
+    private String followStep7SubmittedAt;
+
+    @Schema(description = "第7步回访记录JSON数组")
+    private String followStep7VisitRecords;
+
+    @Schema(description = "第7步是否需要审核")
+    private Integer followStep7NeedApproval;
+
+    @Schema(description = "第7步是否审核通过")
+    private Integer followStep7Approved;
+
+    @Schema(description = "第7步审核时间")
+    private String followStep7ApprovedAt;
+
+    @Schema(description = "第7步审核人ID")
+    private Long followStep7ApprovedBy;
+
+    // 流程结束字段
+    @Schema(description = "流程是否已结束")
+    private Integer followProcessEnded;
+
+    @Schema(description = "流程结束时间")
+    private String followProcessEndTime;
+
+    @Schema(description = "流程结束原因")
+    private String followProcessEndReason;
+
 }

src/main/java/com/gxwebsoft/credit/mapper/CreditMpCustomerMapper.java

@@ -4,6 +4,8 @@ import com.baomidou.mybatisplus.core.mapper.BaseMapper;
 import com.baomidou.mybatisplus.core.metadata.IPage;
 import com.gxwebsoft.credit.entity.CreditMpCustomer;
 import com.gxwebsoft.credit.param.CreditMpCustomerParam;
+import com.gxwebsoft.credit.param.FollowStepQueryDTO;
+import com.gxwebsoft.credit.vo.PendingApprovalStepVO;
 import org.apache.ibatis.annotations.Param;
 
 import java.util.List;
@@ -34,4 +36,12 @@ public interface CreditMpCustomerMapper extends BaseMapper<CreditMpCustomer> {
      */
     List<CreditMpCustomer> selectListRel(@Param("param") CreditMpCustomerParam param);
 
+    /**
+     * 获取待审核的跟进步骤列表
+     *
+     * @param query 查询参数
+     * @return 待审核步骤列表
+     */
+    List<PendingApprovalStepVO> selectPendingApprovalSteps(@Param("param") FollowStepQueryDTO query);
+
 }

src/main/java/com/gxwebsoft/credit/mapper/xml/CreditMpCustomerMapper.xml

@@ -92,4 +92,128 @@
         <include refid="selectSql"></include>
     </select>
 
+    <!-- 获取待审核的跟进步骤列表 -->
+    <select id="selectPendingApprovalSteps" resultType="com.gxwebsoft.credit.vo.PendingApprovalStepVO">
+        SELECT 
+            c.id as customerId,
+            c.to_user as customerName,
+            1 as step,
+            '案件受理' as stepTitle,
+            c.follow_step1_submitted_at as submittedAt,
+            u.real_name as submittedBy,
+            c.comments as content
+        FROM credit_mp_customer c
+        LEFT JOIN sys_user u ON c.user_id = u.user_id
+        WHERE c.follow_step1_submitted = 1 
+        AND c.follow_step1_approved = 0 
+        AND c.deleted = 0
+        
+        UNION ALL
+        
+        SELECT 
+            c.id as customerId,
+            c.to_user as customerName,
+            2 as step,
+            '材料准备' as stepTitle,
+            c.follow_step2_submitted_at as submittedAt,
+            u.real_name as submittedBy,
+            c.comments as content
+        FROM credit_mp_customer c
+        LEFT JOIN sys_user u ON c.user_id = u.user_id
+        WHERE c.follow_step2_submitted = 1 
+        AND c.follow_step2_approved = 0 
+        AND c.deleted = 0
+        
+        UNION ALL
+        
+        SELECT 
+            c.id as customerId,
+            c.to_user as customerName,
+            3 as step,
+            '案件办理' as stepTitle,
+            c.follow_step3_submitted_at as submittedAt,
+            u.real_name as submittedBy,
+            c.comments as content
+        FROM credit_mp_customer c
+        LEFT JOIN sys_user u ON c.user_id = u.user_id
+        WHERE c.follow_step3_submitted = 1 
+        AND c.follow_step3_approved = 0 
+        AND c.deleted = 0
+        
+        UNION ALL
+        
+        SELECT 
+            c.id as customerId,
+            c.to_user as customerName,
+            4 as step,
+            '送达签收' as stepTitle,
+            c.follow_step4_submitted_at as submittedAt,
+            u.real_name as submittedBy,
+            c.comments as content
+        FROM credit_mp_customer c
+        LEFT JOIN sys_user u ON c.user_id = u.user_id
+        WHERE c.follow_step4_submitted = 1 
+        AND c.follow_step4_approved = 0 
+        AND c.deleted = 0
+        
+        UNION ALL
+        
+        SELECT 
+            c.id as customerId,
+            c.to_user as customerName,
+            5 as step,
+            '合同签订' as stepTitle,
+            c.follow_step5_submitted_at as submittedAt,
+            u.real_name as submittedBy,
+            c.follow_step5_contracts as content
+        FROM credit_mp_customer c
+        LEFT JOIN sys_user u ON c.user_id = u.user_id
+        WHERE c.follow_step5_submitted = 1 
+        AND c.follow_step5_approved = 0 
+        AND c.deleted = 0
+        
+        UNION ALL
+        
+        SELECT 
+            c.id as customerId,
+            c.to_user as customerName,
+            6 as step,
+            '订单回款' as stepTitle,
+            c.follow_step6_submitted_at as submittedAt,
+            u.real_name as submittedBy,
+            c.follow_step6_expected_payments as content
+        FROM credit_mp_customer c
+        LEFT JOIN sys_user u ON c.user_id = u.user_id
+        WHERE c.follow_step6_submitted = 1 
+        AND c.follow_step6_approved = 0 
+        AND c.deleted = 0
+        
+        UNION ALL
+        
+        SELECT 
+            c.id as customerId,
+            c.to_user as customerName,
+            7 as step,
+            '电话回访' as stepTitle,
+            c.follow_step7_submitted_at as submittedAt,
+            u.real_name as submittedBy,
+            c.follow_step7_visit_records as content
+        FROM credit_mp_customer c
+        LEFT JOIN sys_user u ON c.user_id = u.user_id
+        WHERE c.follow_step7_submitted = 1 
+        AND c.follow_step7_approved = 0 
+        AND c.deleted = 0
+        
+        <if test="param.step != null">
+            HAVING step = #{param.step}
+        </if>
+        <if test="param.customerId != null">
+            HAVING customerId = #{param.customerId}
+        </if>
+        <if test="param.userId != null">
+            HAVING customerId IN (SELECT id FROM credit_mp_customer WHERE user_id = #{param.userId})
+        </if>
+        ORDER BY submittedAt DESC
+    </select>
+
 </mapper>

src/main/java/com/gxwebsoft/credit/param/BatchFollowStepApprovalDTO.java

@@ -0,0 +1,24 @@
+package com.gxwebsoft.credit.param;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import javax.validation.Valid;
+import javax.validation.constraints.NotNull;
+import java.util.List;
+
+/**
+ * 批量跟进步骤审核DTO
+ *
+ * @author 科技小王子
+ * @since 2026-03-22
+ */
+@Data
+@Schema(name = "BatchFollowStepApprovalDTO对象", description = "批量跟进步骤审核DTO")
+public class BatchFollowStepApprovalDTO {
+
+    @Schema(description = "审核列表", required = true)
+    @NotNull(message = "审核列表不能为空")
+    @Valid
+    private List<FollowStepApprovalDTO> approvals;
+}

src/main/java/com/gxwebsoft/credit/param/EndFollowProcessDTO.java

@@ -0,0 +1,24 @@
+package com.gxwebsoft.credit.param;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import javax.validation.constraints.NotNull;
+
+/**
+ * 结束跟进流程DTO
+ *
+ * @author 科技小王子
+ * @since 2026-03-22
+ */
+@Data
+@Schema(name = "EndFollowProcessDTO对象", description = "结束跟进流程DTO")
+public class EndFollowProcessDTO {
+
+    @Schema(description = "客户ID", required = true)
+    @NotNull(message = "客户ID不能为空")
+    private Long customerId;
+
+    @Schema(description = "结束原因")
+    private String reason;
+}

src/main/java/com/gxwebsoft/credit/param/FollowStepApprovalDTO.java

@@ -0,0 +1,36 @@
+package com.gxwebsoft.credit.param;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import javax.validation.constraints.NotNull;
+import javax.validation.constraints.Min;
+import javax.validation.constraints.Max;
+
+/**
+ * 跟进步骤审核DTO
+ *
+ * @author 科技小王子
+ * @since 2026-03-22
+ */
+@Data
+@Schema(name = "FollowStepApprovalDTO对象", description = "跟进步骤审核DTO")
+public class FollowStepApprovalDTO {
+
+    @Schema(description = "客户ID", required = true)
+    @NotNull(message = "客户ID不能为空")
+    private Long customerId;
+
+    @Schema(description = "步骤号", required = true, example = "5")
+    @NotNull(message = "步骤号不能为空")
+    @Min(value = 1, message = "步骤号最小为1")
+    @Max(value = 7, message = "步骤号最大为7")
+    private Integer step;
+
+    @Schema(description = "是否审核通过", required = true)
+    @NotNull(message = "审核状态不能为空")
+    private Boolean approved;
+
+    @Schema(description = "审核备注")
+    private String remark;
+}

src/main/java/com/gxwebsoft/credit/param/FollowStepQueryDTO.java

@@ -0,0 +1,29 @@
+package com.gxwebsoft.credit.param;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import javax.validation.constraints.Min;
+import javax.validation.constraints.Max;
+
+/**
+ * 跟进步骤查询DTO
+ *
+ * @author 科技小王子
+ * @since 2026-03-22
+ */
+@Data
+@Schema(name = "FollowStepQueryDTO对象", description = "跟进步骤查询DTO")
+public class FollowStepQueryDTO {
+
+    @Schema(description = "步骤号", example = "5")
+    @Min(value = 1, message = "步骤号最小为1")
+    @Max(value = 7, message = "步骤号最大为7")
+    private Integer step;
+
+    @Schema(description = "客户ID")
+    private Long customerId;
+
+    @Schema(description = "用户ID")
+    private Long userId;
+}

src/main/java/com/gxwebsoft/credit/service/CreditMpCustomerService.java

@@ -4,6 +4,12 @@ import com.baomidou.mybatisplus.extension.service.IService;
 import com.gxwebsoft.common.core.web.PageResult;
 import com.gxwebsoft.credit.entity.CreditMpCustomer;
 import com.gxwebsoft.credit.param.CreditMpCustomerParam;
+import com.gxwebsoft.credit.param.BatchFollowStepApprovalDTO;
+import com.gxwebsoft.credit.param.EndFollowProcessDTO;
+import com.gxwebsoft.credit.param.FollowStepApprovalDTO;
+import com.gxwebsoft.credit.param.FollowStepQueryDTO;
+import com.gxwebsoft.credit.vo.FollowStatisticsDTO;
+import com.gxwebsoft.credit.vo.PendingApprovalStepVO;
 
 import java.util.List;
 
@@ -39,4 +45,41 @@ public interface CreditMpCustomerService extends IService<CreditMpCustomer> {
      */
     CreditMpCustomer getByIdRel(Integer id);
 
+    /**
+     * 审核跟进步骤
+     *
+     * @param dto 审核参数
+     */
+    void approveFollowStep(FollowStepApprovalDTO dto);
+
+    /**
+     * 批量审核跟进步骤
+     *
+     * @param dto 批量审核参数
+     */
+    void batchApproveFollowSteps(BatchFollowStepApprovalDTO dto);
+
+    /**
+     * 获取待审核的跟进步骤列表
+     *
+     * @param query 查询参数
+     * @return 待审核步骤列表
+     */
+    List<PendingApprovalStepVO> getPendingApprovalSteps(FollowStepQueryDTO query);
+
+    /**
+     * 获取客户跟进统计
+     *
+     * @param customerId 客户ID
+     * @return 跟进统计信息
+     */
+    FollowStatisticsDTO getFollowStatistics(Long customerId);
+
+    /**
+     * 结束客户跟进流程
+     *
+     * @param dto 结束流程参数
+     */
+    void endFollowProcess(EndFollowProcessDTO dto);
+
 }

src/main/java/com/gxwebsoft/credit/service/impl/CreditMpCustomerServiceImpl.java

@@ -1,14 +1,27 @@
 package com.gxwebsoft.credit.service.impl;
 
 import com.baomidou.mybatisplus.extension.service.impl.ServiceImpl;
+import com.gxwebsoft.common.core.exception.BusinessException;
+import com.gxwebsoft.common.core.web.BaseController;
 import com.gxwebsoft.credit.mapper.CreditMpCustomerMapper;
 import com.gxwebsoft.credit.service.CreditMpCustomerService;
 import com.gxwebsoft.credit.entity.CreditMpCustomer;
 import com.gxwebsoft.credit.param.CreditMpCustomerParam;
+import com.gxwebsoft.credit.param.BatchFollowStepApprovalDTO;
+import com.gxwebsoft.credit.param.EndFollowProcessDTO;
+import com.gxwebsoft.credit.param.FollowStepApprovalDTO;
+import com.gxwebsoft.credit.param.FollowStepQueryDTO;
+import com.gxwebsoft.credit.vo.FollowStatisticsDTO;
+import com.gxwebsoft.credit.vo.FollowStepDetailDTO;
+import com.gxwebsoft.credit.vo.PendingApprovalStepVO;
 import com.gxwebsoft.common.core.web.PageParam;
 import com.gxwebsoft.common.core.web.PageResult;
 import org.springframework.stereotype.Service;
+import org.springframework.transaction.annotation.Transactional;
 
+import java.time.LocalDateTime;
+import java.time.format.DateTimeFormatter;
+import java.util.ArrayList;
 import java.util.List;
 
 /**
@@ -20,6 +33,8 @@ import java.util.List;
 @Service
 public class CreditMpCustomerServiceImpl extends ServiceImpl<CreditMpCustomerMapper, CreditMpCustomer> implements CreditMpCustomerService {
 
+    private final BaseController baseController = new BaseController();
+
     @Override
     public PageResult<CreditMpCustomer> pageRel(CreditMpCustomerParam param) {
         PageParam<CreditMpCustomer, CreditMpCustomerParam> page = new PageParam<>(param);
@@ -44,4 +59,201 @@ public class CreditMpCustomerServiceImpl extends ServiceImpl<CreditMpCustomerMap
         return param.getOne(baseMapper.selectListRel(param));
     }
 
+    @Override
+    @Transactional
+    public void approveFollowStep(FollowStepApprovalDTO dto) {
+        CreditMpCustomer customer = getById(dto.getCustomerId());
+        if (customer == null) {
+            throw new BusinessException("客户不存在");
+        }
+        
+        // 验证步骤是否已提交
+        if (!isStepSubmitted(customer, dto.getStep())) {
+            throw new BusinessException("该步骤尚未提交，无法审核");
+        }
+        
+        // 更新审核状态
+        updateStepApproval(customer, dto);
+        
+        // 如果审核通过，更新客户步骤状态
+        if (dto.getApproved()) {
+            updateCustomerStep(customer, dto.getStep());
+        }
+    }
+
+    @Override
+    @Transactional
+    public void batchApproveFollowSteps(BatchFollowStepApprovalDTO dto) {
+        for (FollowStepApprovalDTO approval : dto.getApprovals()) {
+            approveFollowStep(approval);
+        }
+    }
+
+    @Override
+    public List<PendingApprovalStepVO> getPendingApprovalSteps(FollowStepQueryDTO query) {
+        return baseMapper.selectPendingApprovalSteps(query);
+    }
+
+    @Override
+    public FollowStatisticsDTO getFollowStatistics(Long customerId) {
+        CreditMpCustomer customer = getById(customerId);
+        if (customer == null) {
+            throw new BusinessException("客户不存在");
+        }
+        
+        FollowStatisticsDTO statistics = new FollowStatisticsDTO();
+        statistics.setTotalSteps(7);
+        
+        List<FollowStepDetailDTO> stepDetails = new ArrayList<>();
+        int completedSteps = 0;
+        int currentStep = 1;
+        
+        for (int i = 1; i <= 7; i++) {
+            FollowStepDetailDTO detail = getStepDetail(customer, i);
+            stepDetails.add(detail);
+            
+            if ("approved".equals(detail.getStatus())) {
+                completedSteps++;
+                currentStep = i + 1;
+            } else if ("submitted".equals(detail.getStatus()) && currentStep == 1) {
+                currentStep = i;
+            }
+        }
+        
+        statistics.setCompletedSteps(completedSteps);
+        statistics.setCurrentStep(Math.min(currentStep, 7));
+        statistics.setProgress((double) completedSteps / 7 * 100);
+        statistics.setStepDetails(stepDetails);
+        
+        return statistics;
+    }
+
+    @Override
+    @Transactional
+    public void endFollowProcess(EndFollowProcessDTO dto) {
+        CreditMpCustomer customer = getById(dto.getCustomerId());
+        if (customer == null) {
+            throw new BusinessException("客户不存在");
+        }
+        
+        customer.setFollowProcessEnded(1);
+        customer.setFollowProcessEndTime(LocalDateTime.now().format(DateTimeFormatter.ofPattern("yyyy-MM-dd HH:mm:ss")));
+        customer.setFollowProcessEndReason(dto.getReason());
+        
+        updateById(customer);
+    }
+
+    // 私有辅助方法
+    private boolean isStepSubmitted(CreditMpCustomer customer, Integer step) {
+        switch (step) {
+            case 1: return customer.getFollowStep1Submitted() != null && customer.getFollowStep1Submitted() == 1;
+            case 2: return customer.getFollowStep2Submitted() != null && customer.getFollowStep2Submitted() == 1;
+            case 3: return customer.getFollowStep3Submitted() != null && customer.getFollowStep3Submitted() == 1;
+            case 4: return customer.getFollowStep4Submitted() != null && customer.getFollowStep4Submitted() == 1;
+            case 5: return customer.getFollowStep5Submitted() != null && customer.getFollowStep5Submitted() == 1;
+            case 6: return customer.getFollowStep6Submitted() != null && customer.getFollowStep6Submitted() == 1;
+            case 7: return customer.getFollowStep7Submitted() != null && customer.getFollowStep7Submitted() == 1;
+            default: return false;
+        }
+    }
+    
+    private void updateStepApproval(CreditMpCustomer customer, FollowStepApprovalDTO dto) {
+        String currentTime = LocalDateTime.now().format(DateTimeFormatter.ofPattern("yyyy-MM-dd HH:mm:ss"));
+        Integer currentUserId = baseController.getLoginUserId();
+        
+        switch (dto.getStep()) {
+            case 5:
+                customer.setFollowStep5Approved(dto.getApproved() ? 1 : 0);
+                customer.setFollowStep5ApprovedAt(currentTime);
+                customer.setFollowStep5ApprovedBy(currentUserId != null ? currentUserId.longValue() : null);
+                break;
+            case 6:
+                customer.setFollowStep6Approved(dto.getApproved() ? 1 : 0);
+                customer.setFollowStep6ApprovedAt(currentTime);
+                customer.setFollowStep6ApprovedBy(currentUserId != null ? currentUserId.longValue() : null);
+                break;
+            case 7:
+                customer.setFollowStep7Approved(dto.getApproved() ? 1 : 0);
+                customer.setFollowStep7ApprovedAt(currentTime);
+                customer.setFollowStep7ApprovedBy(currentUserId != null ? currentUserId.longValue() : null);
+                break;
+        }
+        
+        updateById(customer);
+    }
+
+    private void updateCustomerStep(CreditMpCustomer customer, Integer step) {
+        // 更新客户的总体步骤状态
+        if (step >= customer.getStep()) {
+            customer.setStep(step + 1);
+            updateById(customer);
+        }
+    }
+
+    private FollowStepDetailDTO getStepDetail(CreditMpCustomer customer, Integer step) {
+        FollowStepDetailDTO detail = new FollowStepDetailDTO();
+        detail.setStep(step);
+        
+        // 设置步骤标题
+        String[] stepTitles = {"", "案件受理", "材料准备", "案件办理", "送达签收", "合同签订", "订单回款", "电话回访"};
+        detail.setTitle(stepTitles[step]);
+        
+        // 获取步骤状态
+        boolean submitted = isStepSubmitted(customer, step);
+        boolean approved = isStepApproved(customer, step);
+        
+        if (approved) {
+            detail.setStatus("approved");
+            detail.setApprovedAt(getStepApprovedAt(customer, step));
+        } else if (submitted) {
+            detail.setStatus("submitted");
+            detail.setSubmittedAt(getStepSubmittedAt(customer, step));
+        } else {
+            detail.setStatus("pending");
+        }
+        
+        return detail;
+    }
+
+    private boolean isStepApproved(CreditMpCustomer customer, Integer step) {
+        switch (step) {
+            case 1: return customer.getFollowStep1Approved() != null && customer.getFollowStep1Approved() == 1;
+            case 2: return customer.getFollowStep2Approved() != null && customer.getFollowStep2Approved() == 1;
+            case 3: return customer.getFollowStep3Approved() != null && customer.getFollowStep3Approved() == 1;
+            case 4: return customer.getFollowStep4Approved() != null && customer.getFollowStep4Approved() == 1;
+            case 5: return customer.getFollowStep5Approved() != null && customer.getFollowStep5Approved() == 1;
+            case 6: return customer.getFollowStep6Approved() != null && customer.getFollowStep6Approved() == 1;
+            case 7: return customer.getFollowStep7Approved() != null && customer.getFollowStep7Approved() == 1;
+            default: return false;
+        }
+    }
+
+    private LocalDateTime getStepSubmittedAt(CreditMpCustomer customer, Integer step) {
+        String submittedAt = null;
+        switch (step) {
+            case 1: submittedAt = customer.getFollowStep1SubmittedAt(); break;
+            case 2: submittedAt = customer.getFollowStep2SubmittedAt(); break;
+            case 3: submittedAt = customer.getFollowStep3SubmittedAt(); break;
+            case 4: submittedAt = customer.getFollowStep4SubmittedAt(); break;
+            case 5: submittedAt = customer.getFollowStep5SubmittedAt(); break;
+            case 6: submittedAt = customer.getFollowStep6SubmittedAt(); break;
+            case 7: submittedAt = customer.getFollowStep7SubmittedAt(); break;
+        }
+        return submittedAt != null ? LocalDateTime.parse(submittedAt, DateTimeFormatter.ofPattern("yyyy-MM-dd HH:mm:ss")) : null;
+    }
+
+    private LocalDateTime getStepApprovedAt(CreditMpCustomer customer, Integer step) {
+        String approvedAt = null;
+        switch (step) {
+            case 1: approvedAt = customer.getFollowStep1ApprovedAt(); break;
+            case 2: approvedAt = customer.getFollowStep2ApprovedAt(); break;
+            case 3: approvedAt = customer.getFollowStep3ApprovedAt(); break;
+            case 4: approvedAt = customer.getFollowStep4ApprovedAt(); break;
+            case 5: approvedAt = customer.getFollowStep5ApprovedAt(); break;
+            case 6: approvedAt = customer.getFollowStep6ApprovedAt(); break;
+            case 7: approvedAt = customer.getFollowStep7ApprovedAt(); break;
+        }
+        return approvedAt != null ? LocalDateTime.parse(approvedAt, DateTimeFormatter.ofPattern("yyyy-MM-dd HH:mm:ss")) : null;
+    }
+
 }

src/main/java/com/gxwebsoft/credit/vo/FollowStatisticsDTO.java

@@ -0,0 +1,32 @@
+package com.gxwebsoft.credit.vo;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.util.List;
+
+/**
+ * 客户跟进统计DTO
+ *
+ * @author 科技小王子
+ * @since 2026-03-22
+ */
+@Data
+@Schema(name = "FollowStatisticsDTO对象", description = "客户跟进统计DTO")
+public class FollowStatisticsDTO {
+
+    @Schema(description = "总步骤数")
+    private Integer totalSteps;
+
+    @Schema(description = "已完成步骤数")
+    private Integer completedSteps;
+
+    @Schema(description = "当前步骤")
+    private Integer currentStep;
+
+    @Schema(description = "进度百分比")
+    private Double progress;
+
+    @Schema(description = "步骤详情列表")
+    private List<FollowStepDetailDTO> stepDetails;
+}

src/main/java/com/gxwebsoft/credit/vo/FollowStepDetailDTO.java

@@ -0,0 +1,32 @@
+package com.gxwebsoft.credit.vo;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.time.LocalDateTime;
+
+/**
+ * 跟进步骤详情DTO
+ *
+ * @author 科技小王子
+ * @since 2026-03-22
+ */
+@Data
+@Schema(name = "FollowStepDetailDTO对象", description = "跟进步骤详情DTO")
+public class FollowStepDetailDTO {
+
+    @Schema(description = "步骤号")
+    private Integer step;
+
+    @Schema(description = "步骤标题")
+    private String title;
+
+    @Schema(description = "状态: pending, submitted, approved, rejected")
+    private String status;
+
+    @Schema(description = "提交时间")
+    private LocalDateTime submittedAt;
+
+    @Schema(description = "审核时间")
+    private LocalDateTime approvedAt;
+}

src/main/java/com/gxwebsoft/credit/vo/PendingApprovalStepVO.java

@@ -0,0 +1,38 @@
+package com.gxwebsoft.credit.vo;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.time.LocalDateTime;
+
+/**
+ * 待审核跟进步骤VO
+ *
+ * @author 科技小王子
+ * @since 2026-03-22
+ */
+@Data
+@Schema(name = "PendingApprovalStepVO对象", description = "待审核跟进步骤VO")
+public class PendingApprovalStepVO {
+
+    @Schema(description = "客户ID")
+    private Long customerId;
+
+    @Schema(description = "客户名称")
+    private String customerName;
+
+    @Schema(description = "步骤号")
+    private Integer step;
+
+    @Schema(description = "步骤标题")
+    private String stepTitle;
+
+    @Schema(description = "提交时间")
+    private LocalDateTime submittedAt;
+
+    @Schema(description = "提交人")
+    private String submittedBy;
+
+    @Schema(description = "内容")
+    private String content;
+}