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

README.md

@@ -283,4 +283,6 @@ docker run -d -p 9200:9200 websoft-api
 
 ---
 
-⭐ 如果这个项目对您有帮助，请给我们一个星标！
+⭐ 如果这个项目对您有帮助，请给我们一个星标！
+
+

docs/ai/README.md

@@ -0,0 +1,61 @@
+# AI 模块（Ollama + RAG + 订单分析）
+
+## 1. 配置
+
+见 `src/main/resources/application.yml`：
+
+- `ai.ollama.base-url`：主地址（例如 `https://ai-api.websoft.top`）
+- `ai.ollama.fallback-url`：备用地址（例如 `http://47.119.165.234:11434`）
+- `ai.ollama.chat-model`：对话模型（`qwen3.5:cloud`）
+- `ai.ollama.embed-model`：向量模型（`qwen3-embedding:4b`）
+
+## 2. 建表（知识库）
+
+执行：`docs/ai/ai_kb_tables.sql`
+
+## 3. API
+
+说明：所有接口默认需要登录（`@PreAuthorize("isAuthenticated()")`），并且要求能够拿到 `tenantId`（header 或登录用户）。
+
+### 3.1 对话
+
+- `GET /api/ai/models`：获取 Ollama 模型列表
+- `POST /api/ai/chat`：非流式对话
+- `POST /api/ai/chat/stream`：流式对话（SSE）
+- `GET /api/ai/chat/stream?prompt=...`：流式对话（SSE，适配 EventSource）
+
+请求示例（非流式）：
+```json
+{
+  "prompt": "帮我写一个退款流程说明"
+}
+```
+
+### 3.2 知识库（RAG）
+
+- `POST /api/ai/kb/upload`：上传文档入库（建议 txt/md/html）
+- `POST /api/ai/kb/sync/cms`：同步 CMS 已发布文章到知识库（当前租户）
+- `POST /api/ai/kb/query`：仅检索 topK
+- `POST /api/ai/kb/ask`：检索 + 生成答案（答案要求引用 chunk_id）
+
+请求示例（ask）：
+```json
+{
+  "question": "怎么开具发票？",
+  "topK": 5
+}
+```
+
+### 3.3 商城订单分析（按租户/按天）
+
+- `POST /api/ai/analytics/query`：返回按天指标数据
+- `POST /api/ai/analytics/ask`：基于指标数据生成分析结论
+
+请求示例（ask）：
+```json
+{
+  "question": "最近30天支付率有没有明显下滑？请给出原因排查建议。",
+  "startDate": "2026-02-01",
+  "endDate": "2026-02-27"
+}
+```

docs/ai/ai_kb_tables.sql

@@ -0,0 +1,39 @@
+-- AI 知识库（RAG）建表脚本（MySQL）
+-- 说明：本项目使用 MyBatis-Plus 默认命名规则（AiKbDocument -> ai_kb_document）。
+
+CREATE TABLE IF NOT EXISTS `ai_kb_document` (
+  `document_id` INT NOT NULL AUTO_INCREMENT COMMENT '文档ID',
+  `title` VARCHAR(255) NULL COMMENT '标题',
+  `source_type` VARCHAR(32) NULL COMMENT '来源类型：upload/cms',
+  `source_id` INT NULL COMMENT '来源ID（如 cms.article_id）',
+  `source_ref` VARCHAR(255) NULL COMMENT '来源引用（如文件名、文章 code）',
+  `content_hash` CHAR(64) NULL COMMENT '内容hash(SHA-256)，用于增量同步',
+  `status` TINYINT NULL DEFAULT 0 COMMENT '状态',
+  `deleted` TINYINT NULL DEFAULT 0 COMMENT '逻辑删除：0否1是',
+  `tenant_id` INT NOT NULL COMMENT '租户ID',
+  `update_time` DATETIME NULL COMMENT '更新时间',
+  `create_time` DATETIME NULL COMMENT '创建时间',
+  PRIMARY KEY (`document_id`),
+  KEY `idx_ai_kb_document_tenant` (`tenant_id`),
+  KEY `idx_ai_kb_document_source` (`tenant_id`, `source_type`, `source_id`)
+) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='AI 知识库文档';
+
+CREATE TABLE IF NOT EXISTS `ai_kb_chunk` (
+  `id` INT NOT NULL AUTO_INCREMENT COMMENT '自增ID',
+  `document_id` INT NOT NULL COMMENT '文档ID',
+  `chunk_id` VARCHAR(64) NOT NULL COMMENT 'chunk 唯一ID（用于引用）',
+  `chunk_index` INT NULL COMMENT 'chunk 序号',
+  `title` VARCHAR(255) NULL COMMENT '标题（冗余，便于展示）',
+  `content` LONGTEXT NULL COMMENT 'chunk 文本',
+  `content_hash` CHAR(64) NULL COMMENT 'chunk 内容hash',
+  `embedding` LONGTEXT NULL COMMENT 'embedding(JSON数组)',
+  `embedding_norm` DOUBLE NULL COMMENT 'embedding L2 范数',
+  `deleted` TINYINT NULL DEFAULT 0 COMMENT '逻辑删除：0否1是',
+  `tenant_id` INT NOT NULL COMMENT '租户ID',
+  `create_time` DATETIME NULL COMMENT '创建时间',
+  PRIMARY KEY (`id`),
+  UNIQUE KEY `uk_ai_kb_chunk_chunk_id` (`chunk_id`),
+  KEY `idx_ai_kb_chunk_tenant` (`tenant_id`),
+  KEY `idx_ai_kb_chunk_document` (`document_id`)
+) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='AI 知识库 chunk';
+

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

docs/sql/2026-03-18_credit_user_add_indexes.sql

@@ -0,0 +1,34 @@
+-- credit_user 索引优化（MySQL/InnoDB）
+--
+-- 背景：
+-- - credit_user 列表分页默认排序：sort_number asc, create_time desc
+-- - 常见过滤：tenant_id（TenantLine 自动追加）、deleted=0、company_id、user_id、create_time 范围
+-- - 统计/刷新关联数：WHERE deleted=0 AND company_id IN (...) GROUP BY company_id
+--
+-- 使用前建议先查看现有索引，避免重复：
+--   SHOW INDEX FROM credit_user;
+--
+-- 注意：
+-- - 大表加索引会消耗 IO/CPU，建议在低峰执行。
+-- - MySQL 8 可考虑：ALTER TABLE ... ALGORITHM=INPLACE, LOCK=NONE（视版本/引擎而定）。
+
+-- 1) 覆盖默认分页排序 + 逻辑删除 + 租户隔离
+--    典型：WHERE tenant_id=? AND deleted=0 ORDER BY sort_number, create_time DESC LIMIT ...
+CREATE INDEX idx_credit_user_tenant_deleted_sort_create_id
+    ON credit_user (tenant_id, deleted, sort_number, create_time, id);
+
+-- 2) 企业维度查询/统计（也服务于 credit_company 记录数刷新）
+--    典型：WHERE tenant_id=? AND company_id=? AND deleted=0 ...
+--    典型：WHERE tenant_id=? AND deleted=0 AND company_id IN (...) GROUP BY company_id
+CREATE INDEX idx_credit_user_tenant_company_deleted
+    ON credit_user (tenant_id, company_id, deleted);
+
+-- 3) 用户维度查询（后台常按录入人/负责人筛选）
+--    典型：WHERE tenant_id=? AND user_id=? AND deleted=0 ...
+CREATE INDEX idx_credit_user_tenant_user_deleted
+    ON credit_user (tenant_id, user_id, deleted);
+
+-- 可选：如果你们经常按 type 过滤（0/1），再加这个（否则先别加，避免过多索引影响写入）
+-- CREATE INDEX idx_credit_user_tenant_type_deleted
+--     ON credit_user (tenant_id, type, deleted);
+

src/main/java/com/gxwebsoft/ai/client/OllamaClient.java

@@ -0,0 +1,194 @@
+package com.gxwebsoft.ai.client;
+
+import com.fasterxml.jackson.databind.ObjectMapper;
+import com.gxwebsoft.ai.client.dto.*;
+import com.gxwebsoft.ai.config.AiOllamaProperties;
+import com.gxwebsoft.common.core.exception.BusinessException;
+import com.gxwebsoft.common.core.utils.JSONUtil;
+import okhttp3.*;
+import okio.BufferedSource;
+import org.springframework.stereotype.Component;
+
+import javax.annotation.Resource;
+import java.io.IOException;
+import java.time.Duration;
+import java.util.Objects;
+import java.util.function.Consumer;
+
+/**
+ * 轻量 Ollama HTTP Client（兼容 /api/chat、/api/embeddings、/api/tags）。
+ */
+@Component
+public class OllamaClient {
+  @Resource
+  private AiOllamaProperties props;
+
+  @Resource
+  private ObjectMapper objectMapper;
+
+  private volatile OkHttpClient http;
+
+  private OkHttpClient http() {
+    OkHttpClient c = http;
+    if (c != null) {
+      return c;
+    }
+    synchronized (this) {
+      if (http == null) {
+        http = new OkHttpClient.Builder()
+          .connectTimeout(Duration.ofMillis(props.getConnectTimeoutMs()))
+          .readTimeout(Duration.ofMillis(props.getReadTimeoutMs()))
+          .writeTimeout(Duration.ofMillis(props.getWriteTimeoutMs()))
+          .build();
+      }
+      return http;
+    }
+  }
+
+  public OllamaTagsResponse tags() {
+    return getJson("/api/tags", OllamaTagsResponse.class);
+  }
+
+  public OllamaChatResponse chat(OllamaChatRequest req) {
+    if (req.getStream() == null) {
+      req.setStream(false);
+    }
+    return postJson("/api/chat", req, OllamaChatResponse.class);
+  }
+
+  /**
+   * 流式对话：Ollama 会返回按行分隔的 JSON。
+   */
+  public void chatStream(OllamaChatRequest req, Consumer<OllamaChatResponse> onEvent) {
+    Objects.requireNonNull(onEvent, "onEvent");
+    if (req.getStream() == null) {
+      req.setStream(true);
+    }
+
+    Request request = buildPost(baseUrl(), "/api/chat", JSONUtil.toJSONString(req));
+    try (Response resp = http().newCall(request).execute()) {
+      if (!resp.isSuccessful()) {
+        throw new BusinessException("Ollama chat stream failed: HTTP " + resp.code());
+      }
+      ResponseBody body = resp.body();
+      if (body == null) {
+        throw new BusinessException("Ollama chat stream failed: empty body");
+      }
+
+      BufferedSource source = body.source();
+      String line;
+      while ((line = source.readUtf8Line()) != null) {
+        line = line.trim();
+        if (line.isEmpty()) {
+          continue;
+        }
+        OllamaChatResponse event = objectMapper.readValue(line, OllamaChatResponse.class);
+        onEvent.accept(event);
+        if (Boolean.TRUE.equals(event.getDone())) {
+          break;
+        }
+      }
+    } catch (IOException e) {
+      throw new BusinessException("Ollama chat stream IO error: " + e.getMessage());
+    }
+  }
+
+  public OllamaEmbeddingResponse embedding(String prompt) {
+    OllamaEmbeddingRequest req = new OllamaEmbeddingRequest();
+    req.setModel(props.getEmbedModel());
+    req.setPrompt(prompt);
+    return postJson("/api/embeddings", req, OllamaEmbeddingResponse.class);
+  }
+
+  private String baseUrl() {
+    if (props.getBaseUrl() == null || props.getBaseUrl().trim().isEmpty()) {
+      throw new BusinessException("ai.ollama.base-url 未配置");
+    }
+    return props.getBaseUrl().trim();
+  }
+
+  private String fallbackUrl() {
+    if (props.getFallbackUrl() == null || props.getFallbackUrl().trim().isEmpty()) {
+      return null;
+    }
+    return props.getFallbackUrl().trim();
+  }
+
+  private <T> T getJson(String path, Class<T> clazz) {
+    try {
+      return getJsonOnce(baseUrl(), path, clazz);
+    } catch (Exception e) {
+      String fb = fallbackUrl();
+      if (fb == null) {
+        throw e;
+      }
+      return getJsonOnce(fb, path, clazz);
+    }
+  }
+
+  private <T> T getJsonOnce(String base, String path, Class<T> clazz) {
+    Request req = new Request.Builder()
+      .url(join(base, path))
+      .get()
+      .build();
+    try (Response resp = http().newCall(req).execute()) {
+      if (!resp.isSuccessful()) {
+        throw new BusinessException("Ollama GET failed: HTTP " + resp.code());
+      }
+      ResponseBody body = resp.body();
+      if (body == null) {
+        throw new BusinessException("Ollama GET failed: empty body");
+      }
+      return objectMapper.readValue(body.string(), clazz);
+    } catch (IOException e) {
+      throw new BusinessException("Ollama GET IO error: " + e.getMessage());
+    }
+  }
+
+  private <T> T postJson(String path, Object payload, Class<T> clazz) {
+    String json = JSONUtil.toJSONString(payload);
+    try {
+      return postJsonOnce(baseUrl(), path, json, clazz);
+    } catch (Exception e) {
+      String fb = fallbackUrl();
+      if (fb == null) {
+        throw e;
+      }
+      return postJsonOnce(fb, path, json, clazz);
+    }
+  }
+
+  private <T> T postJsonOnce(String base, String path, String json, Class<T> clazz) {
+    Request req = buildPost(base, path, json);
+    try (Response resp = http().newCall(req).execute()) {
+      if (!resp.isSuccessful()) {
+        throw new BusinessException("Ollama POST failed: HTTP " + resp.code());
+      }
+      ResponseBody body = resp.body();
+      if (body == null) {
+        throw new BusinessException("Ollama POST failed: empty body");
+      }
+      return objectMapper.readValue(body.string(), clazz);
+    } catch (IOException e) {
+      throw new BusinessException("Ollama POST IO error: " + e.getMessage());
+    }
+  }
+
+  private Request buildPost(String base, String path, String json) {
+    RequestBody body = RequestBody.create(json, MediaType.parse("application/json; charset=utf-8"));
+    return new Request.Builder()
+      .url(join(base, path))
+      .post(body)
+      .build();
+  }
+
+  private static String join(String base, String path) {
+    String b = base;
+    if (b.endsWith("/")) {
+      b = b.substring(0, b.length() - 1);
+    }
+    String p = path.startsWith("/") ? path : ("/" + path);
+    return b + p;
+  }
+}
+

src/main/java/com/gxwebsoft/ai/client/dto/OllamaChatRequest.java

@@ -0,0 +1,19 @@
+package com.gxwebsoft.ai.client.dto;
+
+import lombok.Data;
+
+import java.util.List;
+import java.util.Map;
+
+@Data
+public class OllamaChatRequest {
+  private String model;
+  private List<OllamaMessage> messages;
+  private Boolean stream;
+
+  /**
+   * Ollama options，例如：temperature、top_k、top_p、num_predict...
+   */
+  private Map<String, Object> options;
+}
+

src/main/java/com/gxwebsoft/ai/client/dto/OllamaChatResponse.java

@@ -0,0 +1,28 @@
+package com.gxwebsoft.ai.client.dto;
+
+import com.fasterxml.jackson.annotation.JsonIgnoreProperties;
+import com.fasterxml.jackson.annotation.JsonProperty;
+import lombok.Data;
+
+@Data
+@JsonIgnoreProperties(ignoreUnknown = true)
+public class OllamaChatResponse {
+  private String model;
+
+  @JsonProperty("created_at")
+  private String createdAt;
+
+  private OllamaMessage message;
+
+  private Boolean done;
+
+  @JsonProperty("total_duration")
+  private Long totalDuration;
+
+  @JsonProperty("prompt_eval_count")
+  private Integer promptEvalCount;
+
+  @JsonProperty("eval_count")
+  private Integer evalCount;
+}
+

src/main/java/com/gxwebsoft/ai/client/dto/OllamaEmbeddingRequest.java

@@ -0,0 +1,14 @@
+package com.gxwebsoft.ai.client.dto;
+
+import lombok.Data;
+
+@Data
+public class OllamaEmbeddingRequest {
+  private String model;
+
+  /**
+   * Ollama embeddings 目前常用字段为 prompt。
+   */
+  private String prompt;
+}
+

src/main/java/com/gxwebsoft/ai/client/dto/OllamaEmbeddingResponse.java

@@ -0,0 +1,13 @@
+package com.gxwebsoft.ai.client.dto;
+
+import com.fasterxml.jackson.annotation.JsonIgnoreProperties;
+import lombok.Data;
+
+import java.util.List;
+
+@Data
+@JsonIgnoreProperties(ignoreUnknown = true)
+public class OllamaEmbeddingResponse {
+  private List<Double> embedding;
+}
+

src/main/java/com/gxwebsoft/ai/client/dto/OllamaMessage.java

@@ -0,0 +1,14 @@
+package com.gxwebsoft.ai.client.dto;
+
+import lombok.AllArgsConstructor;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+
+@Data
+@NoArgsConstructor
+@AllArgsConstructor
+public class OllamaMessage {
+  private String role;
+  private String content;
+}
+

src/main/java/com/gxwebsoft/ai/client/dto/OllamaTagsResponse.java

@@ -0,0 +1,22 @@
+package com.gxwebsoft.ai.client.dto;
+
+import com.fasterxml.jackson.annotation.JsonIgnoreProperties;
+import lombok.Data;
+
+import java.util.List;
+
+@Data
+@JsonIgnoreProperties(ignoreUnknown = true)
+public class OllamaTagsResponse {
+  private List<Model> models;
+
+  @Data
+  @JsonIgnoreProperties(ignoreUnknown = true)
+  public static class Model {
+    private String name;
+    private Long size;
+    private String digest;
+    private String modified_at;
+  }
+}
+

src/main/java/com/gxwebsoft/ai/config/AiOllamaProperties.java

@@ -0,0 +1,68 @@
+package com.gxwebsoft.ai.config;
+
+import lombok.Data;
+import org.springframework.boot.context.properties.ConfigurationProperties;
+import org.springframework.stereotype.Component;
+
+/**
+ * Ollama API 配置。
+ *
+ * 说明：本项目通过自建 Ollama 网关提供服务，因此这里用 baseUrl + fallbackUrl。
+ */
+@Data
+@Component
+@ConfigurationProperties(prefix = "ai.ollama")
+public class AiOllamaProperties {
+  /**
+   * 主地址，例如：https://ai-api.websoft.top
+   */
+  private String baseUrl;
+
+  /**
+   * 备用地址，例如：http://47.119.165.234:11434
+   */
+  private String fallbackUrl;
+
+  /**
+   * 对话模型，例如：qwen3.5:cloud
+   */
+  private String chatModel;
+
+  /**
+   * 向量模型，例如：qwen3-embedding:4b
+   */
+  private String embedModel;
+
+  /**
+   * HTTP 超时（毫秒）。
+   */
+  private long connectTimeoutMs = 10_000;
+  private long readTimeoutMs = 300_000;
+  private long writeTimeoutMs = 60_000;
+
+  /**
+   * 并发上限（用于 embedding/入库等批处理场景）。
+   */
+  private int maxConcurrency = 4;
+
+  /**
+   * RAG：检索候选 chunk 最大数量（避免一次性拉取过多数据导致内存/耗时过高）。
+   */
+  private int ragMaxCandidates = 2000;
+
+  /**
+   * RAG：检索返回 topK。
+   */
+  private int ragTopK = 5;
+
+  /**
+   * RAG：单个 chunk 最大字符数（用于入库切分）。
+   */
+  private int ragChunkSize = 800;
+
+  /**
+   * RAG：chunk 重叠字符数（用于减少语义断裂）。
+   */
+  private int ragChunkOverlap = 120;
+}
+

src/main/java/com/gxwebsoft/ai/controller/AiAnalyticsController.java

@@ -0,0 +1,37 @@
+package com.gxwebsoft.ai.controller;
+
+import com.gxwebsoft.ai.dto.*;
+import com.gxwebsoft.ai.service.AiAnalyticsService;
+import com.gxwebsoft.common.core.web.ApiResult;
+import com.gxwebsoft.common.core.web.BaseController;
+import io.swagger.v3.oas.annotations.Operation;
+import io.swagger.v3.oas.annotations.tags.Tag;
+import org.springframework.security.access.prepost.PreAuthorize;
+import org.springframework.web.bind.annotation.*;
+
+import javax.annotation.Resource;
+
+@Tag(name = "AI - 订单数据分析")
+@RestController
+@RequestMapping("/api/ai/analytics")
+public class AiAnalyticsController extends BaseController {
+  @Resource
+  private AiAnalyticsService analyticsService;
+
+  @PreAuthorize("isAuthenticated()")
+  @Operation(summary = "查询商城订单按天指标（当前租户）")
+  @PostMapping("/query")
+  public ApiResult<AiShopMetricsQueryResult> query(@RequestBody AiShopMetricsQueryRequest request) {
+    Integer tenantId = getTenantId();
+    return success(analyticsService.queryShopMetrics(tenantId, request));
+  }
+
+  @PreAuthorize("isAuthenticated()")
+  @Operation(summary = "AI 解析并输出订单分析结论（当前租户）")
+  @PostMapping("/ask")
+  public ApiResult<AiAnalyticsAskResult> ask(@RequestBody AiAnalyticsAskRequest request) {
+    Integer tenantId = getTenantId();
+    return success(analyticsService.askShopAnalytics(tenantId, request));
+  }
+}
+

src/main/java/com/gxwebsoft/ai/controller/AiChatController.java

@@ -0,0 +1,95 @@
+package com.gxwebsoft.ai.controller;
+
+import com.gxwebsoft.ai.client.OllamaClient;
+import com.gxwebsoft.ai.client.dto.OllamaChatResponse;
+import com.gxwebsoft.ai.client.dto.OllamaTagsResponse;
+import com.gxwebsoft.ai.dto.AiChatRequest;
+import com.gxwebsoft.ai.dto.AiChatResult;
+import com.gxwebsoft.ai.dto.AiMessage;
+import com.gxwebsoft.ai.service.AiChatService;
+import com.gxwebsoft.common.core.web.ApiResult;
+import com.gxwebsoft.common.core.web.BaseController;
+import io.swagger.v3.oas.annotations.Operation;
+import io.swagger.v3.oas.annotations.tags.Tag;
+import org.springframework.security.access.prepost.PreAuthorize;
+import org.springframework.web.bind.annotation.*;
+import org.springframework.web.servlet.mvc.method.annotation.SseEmitter;
+
+import javax.annotation.Resource;
+import java.util.Collections;
+import java.util.LinkedHashMap;
+import java.util.Map;
+import java.util.concurrent.CompletableFuture;
+
+@Tag(name = "AI - 对话")
+@RestController
+@RequestMapping("/api/ai")
+public class AiChatController extends BaseController {
+  @Resource
+  private OllamaClient ollamaClient;
+
+  @Resource
+  private AiChatService aiChatService;
+
+  @PreAuthorize("isAuthenticated()")
+  @Operation(summary = "获取 Ollama 模型列表")
+  @GetMapping("/models")
+  public ApiResult<OllamaTagsResponse> models() {
+    return success(ollamaClient.tags());
+  }
+
+  @PreAuthorize("isAuthenticated()")
+  @Operation(summary = "非流式对话")
+  @PostMapping("/chat")
+  public ApiResult<AiChatResult> chat(@RequestBody AiChatRequest request) {
+    return success(aiChatService.chat(request));
+  }
+
+  @PreAuthorize("isAuthenticated()")
+  @Operation(summary = "流式对话（SSE）")
+  @PostMapping("/chat/stream")
+  public SseEmitter chatStream(@RequestBody AiChatRequest request) {
+    // 10 分钟超时（可根据前端需要调整）
+    SseEmitter emitter = new SseEmitter(10 * 60 * 1000L);
+
+    CompletableFuture.runAsync(() -> {
+      try {
+        aiChatService.chatStream(request,
+          delta -> {
+            try {
+              emitter.send(SseEmitter.event().name("delta").data(delta));
+            } catch (Exception e) {
+              // 客户端断开会触发 send 异常，这里直接结束即可
+              emitter.complete();
+            }
+          },
+          (OllamaChatResponse done) -> {
+            try {
+              Map<String, Object> meta = new LinkedHashMap<>();
+              meta.put("model", done.getModel());
+              meta.put("prompt_eval_count", done.getPromptEvalCount());
+              meta.put("eval_count", done.getEvalCount());
+              meta.put("total_duration", done.getTotalDuration());
+              emitter.send(SseEmitter.event().name("done").data(meta));
+            } catch (Exception ignored) {
+            } finally {
+              emitter.complete();
+            }
+          });
+      } catch (Exception e) {
+        emitter.completeWithError(e);
+      }
+    });
+
+    return emitter;
+  }
+
+  @PreAuthorize("isAuthenticated()")
+  @Operation(summary = "流式对话（SSE, GET 版本，便于 EventSource）")
+  @GetMapping("/chat/stream")
+  public SseEmitter chatStreamGet(@RequestParam("prompt") String prompt) {
+    AiChatRequest req = new AiChatRequest();
+    req.setMessages(Collections.singletonList(new AiMessage("user", prompt)));
+    return chatStream(req);
+  }
+}

src/main/java/com/gxwebsoft/ai/controller/AiKbController.java

@@ -0,0 +1,54 @@
+package com.gxwebsoft.ai.controller;
+
+import com.gxwebsoft.ai.dto.*;
+import com.gxwebsoft.ai.service.AiKbRagService;
+import com.gxwebsoft.common.core.web.ApiResult;
+import com.gxwebsoft.common.core.web.BaseController;
+import io.swagger.v3.oas.annotations.Operation;
+import io.swagger.v3.oas.annotations.tags.Tag;
+import org.springframework.security.access.prepost.PreAuthorize;
+import org.springframework.web.bind.annotation.*;
+import org.springframework.web.multipart.MultipartFile;
+
+import javax.annotation.Resource;
+
+@Tag(name = "AI - 知识库(RAG)")
+@RestController
+@RequestMapping("/api/ai/kb")
+public class AiKbController extends BaseController {
+  @Resource
+  private AiKbRagService ragService;
+
+  @PreAuthorize("isAuthenticated()")
+  @Operation(summary = "上传文档入库（txt/md/html 优先）")
+  @PostMapping("/upload")
+  public ApiResult<AiKbIngestResult> upload(@RequestParam("file") MultipartFile file) {
+    Integer tenantId = getTenantId();
+    return success(ragService.ingestUpload(tenantId, file));
+  }
+
+  @PreAuthorize("isAuthenticated()")
+  @Operation(summary = "同步 CMS 文章到知识库（当前租户）")
+  @PostMapping("/sync/cms")
+  public ApiResult<AiKbIngestResult> syncCms() {
+    Integer tenantId = getTenantId();
+    return success(ragService.syncCms(tenantId));
+  }
+
+  @PreAuthorize("isAuthenticated()")
+  @Operation(summary = "仅检索（返回 topK 命中）")
+  @PostMapping("/query")
+  public ApiResult<AiKbQueryResult> query(@RequestBody AiKbQueryRequest request) {
+    Integer tenantId = getTenantId();
+    return success(ragService.query(tenantId, request));
+  }
+
+  @PreAuthorize("isAuthenticated()")
+  @Operation(summary = "知识库问答（RAG 生成 + 返回检索结果）")
+  @PostMapping("/ask")
+  public ApiResult<AiKbAskResult> ask(@RequestBody AiKbAskRequest request) {
+    Integer tenantId = getTenantId();
+    return success(ragService.ask(tenantId, request));
+  }
+}
+

src/main/java/com/gxwebsoft/ai/dto/AiAnalyticsAskRequest.java

@@ -0,0 +1,13 @@
+package com.gxwebsoft.ai.dto;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+@Data
+@Schema(name = "AiAnalyticsAskRequest", description = "AI 数据分析提问")
+public class AiAnalyticsAskRequest {
+  private String question;
+  private String startDate;
+  private String endDate;
+}
+

src/main/java/com/gxwebsoft/ai/dto/AiAnalyticsAskResult.java

@@ -0,0 +1,12 @@
+package com.gxwebsoft.ai.dto;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+@Data
+@Schema(name = "AiAnalyticsAskResult", description = "AI 数据分析结果")
+public class AiAnalyticsAskResult {
+  private String analysis;
+  private AiShopMetricsQueryResult data;
+}
+

src/main/java/com/gxwebsoft/ai/dto/AiChatRequest.java

@@ -0,0 +1,35 @@
+package com.gxwebsoft.ai.dto;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.util.List;
+
+@Data
+@Schema(name = "AiChatRequest", description = "AI 对话请求")
+public class AiChatRequest {
+  @Schema(description = "可选：直接传一句话。若 messages 为空则使用该字段构造 user message")
+  private String prompt;
+
+  @Schema(description = "可选：OpenAI 风格 messages（role: system/user/assistant）")
+  private List<AiMessage> messages;
+
+  @Schema(description = "可选：覆盖默认模型")
+  private String model;
+
+  @Schema(description = "是否流式输出（/chat/stream 端点通常忽略此字段）")
+  private Boolean stream;
+
+  @Schema(description = "temperature")
+  private Double temperature;
+
+  @Schema(description = "top_k")
+  private Integer topK;
+
+  @Schema(description = "top_p")
+  private Double topP;
+
+  @Schema(description = "num_predict（类似 max_tokens）")
+  private Integer numPredict;
+}
+

src/main/java/com/gxwebsoft/ai/dto/AiChatResult.java

@@ -0,0 +1,15 @@
+package com.gxwebsoft.ai.dto;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+
+@Data
+@NoArgsConstructor
+@AllArgsConstructor
+@Schema(name = "AiChatResult", description = "AI 对话结果")
+public class AiChatResult {
+  private String content;
+}
+

src/main/java/com/gxwebsoft/ai/dto/AiKbAskRequest.java

@@ -0,0 +1,12 @@
+package com.gxwebsoft.ai.dto;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+@Data
+@Schema(name = "AiKbAskRequest", description = "知识库问答请求")
+public class AiKbAskRequest {
+  private String question;
+  private Integer topK;
+}
+

src/main/java/com/gxwebsoft/ai/dto/AiKbAskResult.java

@@ -0,0 +1,12 @@
+package com.gxwebsoft.ai.dto;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+@Data
+@Schema(name = "AiKbAskResult", description = "知识库问答结果")
+public class AiKbAskResult {
+  private String answer;
+  private AiKbQueryResult retrieval;
+}
+

src/main/java/com/gxwebsoft/ai/dto/AiKbHit.java

@@ -0,0 +1,15 @@
+package com.gxwebsoft.ai.dto;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+@Data
+@Schema(name = "AiKbHit", description = "知识库命中")
+public class AiKbHit {
+  private String chunkId;
+  private Integer documentId;
+  private String title;
+  private Double score;
+  private String content;
+}
+

src/main/java/com/gxwebsoft/ai/dto/AiKbIngestResult.java

@@ -0,0 +1,15 @@
+package com.gxwebsoft.ai.dto;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+@Data
+@Schema(name = "AiKbIngestResult", description = "知识库入库结果")
+public class AiKbIngestResult {
+  private Integer documentId;
+  private String title;
+  private Integer chunks;
+  private Integer updatedDocuments;
+  private Integer skippedDocuments;
+}
+

src/main/java/com/gxwebsoft/ai/dto/AiKbQueryRequest.java

@@ -0,0 +1,12 @@
+package com.gxwebsoft.ai.dto;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+@Data
+@Schema(name = "AiKbQueryRequest", description = "知识库检索请求")
+public class AiKbQueryRequest {
+  private String query;
+  private Integer topK;
+}
+

src/main/java/com/gxwebsoft/ai/dto/AiKbQueryResult.java

@@ -0,0 +1,13 @@
+package com.gxwebsoft.ai.dto;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.util.List;
+
+@Data
+@Schema(name = "AiKbQueryResult", description = "知识库检索结果")
+public class AiKbQueryResult {
+  private List<AiKbHit> hits;
+}
+

src/main/java/com/gxwebsoft/ai/dto/AiMessage.java

@@ -0,0 +1,14 @@
+package com.gxwebsoft.ai.dto;
+
+import lombok.AllArgsConstructor;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+
+@Data
+@NoArgsConstructor
+@AllArgsConstructor
+public class AiMessage {
+  private String role;
+  private String content;
+}
+

src/main/java/com/gxwebsoft/ai/dto/AiShopMetricsQueryRequest.java

@@ -0,0 +1,18 @@
+package com.gxwebsoft.ai.dto;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+@Data
+@Schema(name = "AiShopMetricsQueryRequest", description = "商城订单指标查询请求")
+public class AiShopMetricsQueryRequest {
+  @Schema(description = "开始日期(YYYY-MM-DD)")
+  private String startDate;
+
+  @Schema(description = "结束日期(YYYY-MM-DD)，包含该天")
+  private String endDate;
+
+  @Schema(description = "是否按天分组，默认 true")
+  private Boolean groupByDay;
+}
+

src/main/java/com/gxwebsoft/ai/dto/AiShopMetricsQueryResult.java

@@ -0,0 +1,16 @@
+package com.gxwebsoft.ai.dto;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.util.List;
+
+@Data
+@Schema(name = "AiShopMetricsQueryResult", description = "商城订单指标查询结果")
+public class AiShopMetricsQueryResult {
+  private Integer tenantId;
+  private String startDate;
+  private String endDate;
+  private List<AiShopMetricsRow> rows;
+}
+

src/main/java/com/gxwebsoft/ai/dto/AiShopMetricsRow.java

@@ -0,0 +1,23 @@
+package com.gxwebsoft.ai.dto;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.math.BigDecimal;
+
+@Data
+@Schema(name = "AiShopMetricsRow", description = "商城订单指标行（按 tenant/day）")
+public class AiShopMetricsRow {
+  private Integer tenantId;
+  private String day;
+
+  private Long orderCnt;
+  private Long paidOrderCnt;
+  private BigDecimal gmv;
+  private BigDecimal refundAmt;
+  private Long payUserCnt;
+
+  private BigDecimal aov;
+  private BigDecimal payRate;
+}
+

src/main/java/com/gxwebsoft/ai/entity/AiKbChunk.java

@@ -0,0 +1,57 @@
+package com.gxwebsoft.ai.entity;
+
+import com.baomidou.mybatisplus.annotation.IdType;
+import com.baomidou.mybatisplus.annotation.TableId;
+import com.baomidou.mybatisplus.annotation.TableLogic;
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.io.Serializable;
+import java.time.LocalDateTime;
+
+/**
+ * 知识库分段（chunk）。
+ */
+@Data
+@Schema(name = "AiKbChunk", description = "AI 知识库分段")
+public class AiKbChunk implements Serializable {
+  private static final long serialVersionUID = 1L;
+
+  @TableId(value = "id", type = IdType.AUTO)
+  private Integer id;
+
+  private Integer documentId;
+
+  /**
+   * 外部引用用的唯一 ID（便于在答案里引用）。
+   */
+  private String chunkId;
+
+  private Integer chunkIndex;
+
+  private String title;
+
+  private String content;
+
+  private String contentHash;
+
+  /**
+   * embedding JSON（数组），存成文本便于快速落库。
+   */
+  private String embedding;
+
+  /**
+   * embedding 的 L2 范数，用于余弦相似度。
+   */
+  private Double embeddingNorm;
+
+  @TableLogic
+  private Integer deleted;
+
+  private Integer tenantId;
+
+  @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
+  private LocalDateTime createTime;
+}
+

src/main/java/com/gxwebsoft/ai/entity/AiKbDocument.java

@@ -0,0 +1,59 @@
+package com.gxwebsoft.ai.entity;
+
+import com.baomidou.mybatisplus.annotation.IdType;
+import com.baomidou.mybatisplus.annotation.TableId;
+import com.baomidou.mybatisplus.annotation.TableLogic;
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.io.Serializable;
+import java.time.LocalDateTime;
+
+/**
+ * 知识库文档（来源：上传、CMS 等）。
+ */
+@Data
+@Schema(name = "AiKbDocument", description = "AI 知识库文档")
+public class AiKbDocument implements Serializable {
+  private static final long serialVersionUID = 1L;
+
+  @TableId(value = "document_id", type = IdType.AUTO)
+  private Integer documentId;
+
+  private String title;
+
+  /**
+   * upload / cms
+   */
+  private String sourceType;
+
+  /**
+   * 例如 CMS article_id
+   */
+  private Integer sourceId;
+
+  /**
+   * 例如文件名、路径等
+   */
+  private String sourceRef;
+
+  /**
+   * 文档文本内容哈希（用于增量同步/去重）。
+   */
+  private String contentHash;
+
+  private Integer status;
+
+  @TableLogic
+  private Integer deleted;
+
+  private Integer tenantId;
+
+  @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
+  private LocalDateTime updateTime;
+
+  @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
+  private LocalDateTime createTime;
+}
+

src/main/java/com/gxwebsoft/ai/mapper/AiKbChunkMapper.java

@@ -0,0 +1,10 @@
+package com.gxwebsoft.ai.mapper;
+
+import com.baomidou.mybatisplus.core.mapper.BaseMapper;
+import com.gxwebsoft.ai.entity.AiKbChunk;
+import org.apache.ibatis.annotations.Mapper;
+
+@Mapper
+public interface AiKbChunkMapper extends BaseMapper<AiKbChunk> {
+}
+

src/main/java/com/gxwebsoft/ai/mapper/AiKbDocumentMapper.java

@@ -0,0 +1,10 @@
+package com.gxwebsoft.ai.mapper;
+
+import com.baomidou.mybatisplus.core.mapper.BaseMapper;
+import com.gxwebsoft.ai.entity.AiKbDocument;
+import org.apache.ibatis.annotations.Mapper;
+
+@Mapper
+public interface AiKbDocumentMapper extends BaseMapper<AiKbDocument> {
+}
+

src/main/java/com/gxwebsoft/ai/mapper/AiShopAnalyticsMapper.java

@@ -0,0 +1,16 @@
+package com.gxwebsoft.ai.mapper;
+
+import com.gxwebsoft.ai.dto.AiShopMetricsRow;
+import org.apache.ibatis.annotations.Mapper;
+import org.apache.ibatis.annotations.Param;
+
+import java.time.LocalDateTime;
+import java.util.List;
+
+@Mapper
+public interface AiShopAnalyticsMapper {
+  List<AiShopMetricsRow> queryMetrics(@Param("tenantId") Integer tenantId,
+                                      @Param("start") LocalDateTime start,
+                                      @Param("end") LocalDateTime end);
+}
+

src/main/java/com/gxwebsoft/ai/mapper/xml/AiShopAnalyticsMapper.xml

@@ -0,0 +1,24 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<!DOCTYPE mapper PUBLIC "-//mybatis.org//DTD Mapper 3.0//EN" "http://mybatis.org/dtd/mybatis-3-mapper.dtd">
+<mapper namespace="com.gxwebsoft.ai.mapper.AiShopAnalyticsMapper">
+
+  <select id="queryMetrics" resultType="com.gxwebsoft.ai.dto.AiShopMetricsRow">
+    SELECT
+      tenant_id,
+      DATE_FORMAT(create_time, '%Y-%m-%d') AS day,
+      COUNT(1) AS order_cnt,
+      SUM(CASE WHEN pay_status = 1 THEN 1 ELSE 0 END) AS paid_order_cnt,
+      SUM(CASE WHEN pay_status = 1 THEN COALESCE(pay_price, 0) ELSE 0 END) AS gmv,
+      SUM(CASE WHEN COALESCE(refund_money, 0) &gt; 0 THEN COALESCE(refund_money, 0) ELSE 0 END) AS refund_amt,
+      COUNT(DISTINCT IF(pay_status = 1, user_id, NULL)) AS pay_user_cnt
+    FROM shop_order
+    WHERE deleted = 0
+      AND tenant_id = #{tenantId}
+      AND create_time &gt;= #{start}
+      AND create_time &lt; #{end}
+    GROUP BY tenant_id, DATE_FORMAT(create_time, '%Y-%m-%d')
+    ORDER BY day ASC
+  </select>
+
+</mapper>
+

src/main/java/com/gxwebsoft/ai/prompt/AiPrompts.java

@@ -0,0 +1,24 @@
+package com.gxwebsoft.ai.prompt;
+
+/**
+ * 统一提示词模板（尽量简短、可控）。
+ */
+public class AiPrompts {
+  private AiPrompts() {
+  }
+
+  public static final String SYSTEM_SUPPORT =
+    "你是 WebSoft 客服AI。规则：\n" +
+      "- 只使用给定的“上下文资料”回答，禁止编造。\n" +
+      "- 如果资料不足，直接说“资料不足”，并列出需要补充的信息。\n" +
+      "- 答案末尾必须给引用，格式：[source:chunk_id]。\n" +
+      "- 输出中文，简洁可执行。\n";
+
+  public static final String SYSTEM_ANALYTICS =
+    "你是商城订单数据分析助手。你将基于提供的按天指标数据给出结论。\n" +
+      "要求：\n" +
+      "- 只基于数据陈述，不要编造不存在的数字。\n" +
+      "- 输出包含：结论、关键指标变化、异常点、建议的下一步核查。\n" +
+      "- 输出中文，简洁。\n";
+}
+

src/main/java/com/gxwebsoft/ai/service/AiAnalyticsService.java

@@ -0,0 +1,82 @@
+package com.gxwebsoft.ai.service;
+
+import cn.hutool.core.util.StrUtil;
+import com.gxwebsoft.ai.dto.*;
+import com.gxwebsoft.ai.prompt.AiPrompts;
+import com.gxwebsoft.common.core.exception.BusinessException;
+import com.gxwebsoft.common.core.utils.JSONUtil;
+import org.springframework.stereotype.Service;
+
+import javax.annotation.Resource;
+import java.time.LocalDate;
+import java.time.format.DateTimeParseException;
+import java.util.Arrays;
+
+@Service
+public class AiAnalyticsService {
+  @Resource
+  private AiShopAnalyticsService shopAnalyticsService;
+  @Resource
+  private AiChatService aiChatService;
+
+  public AiShopMetricsQueryResult queryShopMetrics(Integer tenantId, AiShopMetricsQueryRequest request) {
+    if (tenantId == null) {
+      throw new BusinessException("tenantId 不能为空");
+    }
+    if (request == null) {
+      throw new BusinessException("请求不能为空");
+    }
+    LocalDate start = parseDate(request.getStartDate(), "startDate");
+    LocalDate end = parseDate(request.getEndDate(), "endDate");
+    if (end.isBefore(start)) {
+      throw new BusinessException("endDate 不能早于 startDate");
+    }
+
+    AiShopMetricsQueryResult r = new AiShopMetricsQueryResult();
+    r.setTenantId(tenantId);
+    r.setStartDate(start.toString());
+    r.setEndDate(end.toString());
+    r.setRows(shopAnalyticsService.queryTenantDaily(tenantId, start, end));
+    return r;
+  }
+
+  public AiAnalyticsAskResult askShopAnalytics(Integer tenantId, AiAnalyticsAskRequest request) {
+    if (request == null || StrUtil.isBlank(request.getQuestion())) {
+      throw new BusinessException("question 不能为空");
+    }
+    AiShopMetricsQueryRequest q = new AiShopMetricsQueryRequest();
+    q.setStartDate(request.getStartDate());
+    q.setEndDate(request.getEndDate());
+    q.setGroupByDay(true);
+    AiShopMetricsQueryResult data = queryShopMetrics(tenantId, q);
+
+    String userPrompt =
+      "用户问题：\n" + request.getQuestion() + "\n\n" +
+        "数据（JSON，字段含义：order_cnt=订单数，paid_order_cnt=已支付订单数，gmv=已支付金额，refund_amt=退款金额，pay_user_cnt=支付用户数，aov=客单价，pay_rate=支付率）：\n" +
+        JSONUtil.toJSONString(data, true);
+
+    AiChatRequest chat = new AiChatRequest();
+    chat.setMessages(Arrays.asList(
+      new AiMessage("system", AiPrompts.SYSTEM_ANALYTICS),
+      new AiMessage("user", userPrompt)
+    ));
+
+    AiChatResult resp = aiChatService.chat(chat);
+    AiAnalyticsAskResult r = new AiAnalyticsAskResult();
+    r.setAnalysis(resp.getContent());
+    r.setData(data);
+    return r;
+  }
+
+  private static LocalDate parseDate(String s, String field) {
+    if (StrUtil.isBlank(s)) {
+      throw new BusinessException(field + " 不能为空，格式 YYYY-MM-DD");
+    }
+    try {
+      return LocalDate.parse(s.trim());
+    } catch (DateTimeParseException e) {
+      throw new BusinessException(field + " 格式错误，需 YYYY-MM-DD");
+    }
+  }
+}
+

src/main/java/com/gxwebsoft/ai/service/AiChatService.java

@@ -0,0 +1,94 @@
+package com.gxwebsoft.ai.service;
+
+import cn.hutool.core.util.StrUtil;
+import com.gxwebsoft.ai.client.OllamaClient;
+import com.gxwebsoft.ai.client.dto.OllamaChatRequest;
+import com.gxwebsoft.ai.client.dto.OllamaChatResponse;
+import com.gxwebsoft.ai.client.dto.OllamaMessage;
+import com.gxwebsoft.ai.config.AiOllamaProperties;
+import com.gxwebsoft.ai.dto.AiChatRequest;
+import com.gxwebsoft.ai.dto.AiChatResult;
+import com.gxwebsoft.ai.dto.AiMessage;
+import com.gxwebsoft.common.core.exception.BusinessException;
+import org.springframework.stereotype.Service;
+
+import javax.annotation.Resource;
+import java.util.*;
+import java.util.function.Consumer;
+
+@Service
+public class AiChatService {
+  @Resource
+  private AiOllamaProperties props;
+
+  @Resource
+  private OllamaClient ollamaClient;
+
+  public AiChatResult chat(AiChatRequest request) {
+    OllamaChatRequest req = buildChatRequest(request, false);
+    OllamaChatResponse resp = ollamaClient.chat(req);
+    String content = resp != null && resp.getMessage() != null ? resp.getMessage().getContent() : null;
+    return new AiChatResult(content == null ? "" : content);
+  }
+
+  public void chatStream(AiChatRequest request, Consumer<String> onDelta, Consumer<OllamaChatResponse> onFinal) {
+    Objects.requireNonNull(onDelta, "onDelta");
+    OllamaChatRequest req = buildChatRequest(request, true);
+    ollamaClient.chatStream(req, event -> {
+      String delta = event != null && event.getMessage() != null ? event.getMessage().getContent() : null;
+      if (StrUtil.isNotBlank(delta)) {
+        onDelta.accept(delta);
+      }
+      if (Boolean.TRUE.equals(event.getDone()) && onFinal != null) {
+        onFinal.accept(event);
+      }
+    });
+  }
+
+  private OllamaChatRequest buildChatRequest(AiChatRequest request, boolean stream) {
+    if (request == null) {
+      throw new BusinessException("请求不能为空");
+    }
+
+    List<AiMessage> messages = request.getMessages();
+    if ((messages == null || messages.isEmpty()) && StrUtil.isBlank(request.getPrompt())) {
+      throw new BusinessException("prompt 或 messages 不能为空");
+    }
+    if (messages == null || messages.isEmpty()) {
+      messages = Collections.singletonList(new AiMessage("user", request.getPrompt()));
+    }
+
+    List<OllamaMessage> ollamaMessages = new ArrayList<>();
+    for (AiMessage m : messages) {
+      if (m == null || StrUtil.isBlank(m.getRole()) || m.getContent() == null) {
+        continue;
+      }
+      ollamaMessages.add(new OllamaMessage(m.getRole(), m.getContent()));
+    }
+    if (ollamaMessages.isEmpty()) {
+      throw new BusinessException("messages 为空或无有效内容");
+    }
+
+    Map<String, Object> options = new HashMap<>();
+    if (request.getTemperature() != null) {
+      options.put("temperature", request.getTemperature());
+    }
+    if (request.getTopK() != null) {
+      options.put("top_k", request.getTopK());
+    }
+    if (request.getTopP() != null) {
+      options.put("top_p", request.getTopP());
+    }
+    if (request.getNumPredict() != null) {
+      options.put("num_predict", request.getNumPredict());
+    }
+
+    OllamaChatRequest req = new OllamaChatRequest();
+    req.setModel(StrUtil.blankToDefault(request.getModel(), props.getChatModel()));
+    req.setMessages(ollamaMessages);
+    req.setStream(stream);
+    req.setOptions(options.isEmpty() ? null : options);
+    return req;
+  }
+}
+

src/main/java/com/gxwebsoft/ai/service/AiKbChunkService.java

@@ -0,0 +1,8 @@
+package com.gxwebsoft.ai.service;
+
+import com.baomidou.mybatisplus.extension.service.IService;
+import com.gxwebsoft.ai.entity.AiKbChunk;
+
+public interface AiKbChunkService extends IService<AiKbChunk> {
+}
+

src/main/java/com/gxwebsoft/ai/service/AiKbDocumentService.java

@@ -0,0 +1,8 @@
+package com.gxwebsoft.ai.service;
+
+import com.baomidou.mybatisplus.extension.service.IService;
+import com.gxwebsoft.ai.entity.AiKbDocument;
+
+public interface AiKbDocumentService extends IService<AiKbDocument> {
+}
+

src/main/java/com/gxwebsoft/ai/service/AiKbRagService.java

@@ -0,0 +1,426 @@
+package com.gxwebsoft.ai.service;
+
+import cn.hutool.core.util.ObjectUtil;
+import cn.hutool.core.util.StrUtil;
+import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
+import com.gxwebsoft.ai.client.OllamaClient;
+import com.gxwebsoft.ai.client.dto.OllamaEmbeddingResponse;
+import com.gxwebsoft.ai.config.AiOllamaProperties;
+import com.gxwebsoft.ai.dto.*;
+import com.gxwebsoft.ai.entity.AiKbChunk;
+import com.gxwebsoft.ai.entity.AiKbDocument;
+import com.gxwebsoft.ai.prompt.AiPrompts;
+import com.gxwebsoft.ai.util.AiTextUtil;
+import com.gxwebsoft.cms.entity.CmsArticle;
+import com.gxwebsoft.cms.entity.CmsArticleContent;
+import com.gxwebsoft.cms.service.CmsArticleContentService;
+import com.gxwebsoft.cms.service.CmsArticleService;
+import com.gxwebsoft.common.core.exception.BusinessException;
+import com.gxwebsoft.common.core.utils.JSONUtil;
+import com.fasterxml.jackson.databind.ObjectMapper;
+import org.apache.tika.Tika;
+import org.springframework.stereotype.Service;
+import org.springframework.web.multipart.MultipartFile;
+
+import javax.annotation.Resource;
+import java.nio.charset.StandardCharsets;
+import java.time.LocalDateTime;
+import java.util.*;
+import java.util.concurrent.*;
+import java.util.stream.Collectors;
+
+@Service
+public class AiKbRagService {
+  @Resource
+  private AiOllamaProperties props;
+  @Resource
+  private OllamaClient ollamaClient;
+  @Resource
+  private AiKbDocumentService documentService;
+  @Resource
+  private AiKbChunkService chunkService;
+  @Resource
+  private CmsArticleService cmsArticleService;
+  @Resource
+  private CmsArticleContentService cmsArticleContentService;
+  @Resource
+  private AiChatService aiChatService;
+  @Resource
+  private ObjectMapper objectMapper;
+
+  private final Tika tika = new Tika();
+  private volatile ExecutorService embedPool;
+
+  private ExecutorService pool() {
+    ExecutorService p = embedPool;
+    if (p != null) {
+      return p;
+    }
+    synchronized (this) {
+      if (embedPool == null) {
+        embedPool = Executors.newFixedThreadPool(Math.max(1, props.getMaxConcurrency()));
+      }
+      return embedPool;
+    }
+  }
+
+  public AiKbIngestResult ingestUpload(Integer tenantId, MultipartFile file) {
+    if (tenantId == null) {
+      throw new BusinessException("tenantId 不能为空");
+    }
+    if (file == null || file.isEmpty()) {
+      throw new BusinessException("文件不能为空");
+    }
+    String title = StrUtil.blankToDefault(file.getOriginalFilename(), "upload");
+    String text = extractText(file);
+    if (StrUtil.isBlank(text)) {
+      throw new BusinessException("无法解析文件内容，请上传 txt/md/html 等可解析文本");
+    }
+
+    String contentHash = AiTextUtil.sha256(text);
+    AiKbDocument doc = new AiKbDocument();
+    doc.setTitle(title);
+    doc.setSourceType("upload");
+    doc.setSourceRef(title);
+    doc.setContentHash(contentHash);
+    doc.setStatus(0);
+    doc.setTenantId(tenantId);
+    doc.setCreateTime(LocalDateTime.now());
+    doc.setUpdateTime(LocalDateTime.now());
+    documentService.save(doc);
+
+    int chunks = ingestChunks(doc, text);
+
+    AiKbIngestResult r = new AiKbIngestResult();
+    r.setDocumentId(doc.getDocumentId());
+    r.setTitle(doc.getTitle());
+    r.setChunks(chunks);
+    r.setUpdatedDocuments(1);
+    r.setSkippedDocuments(0);
+    return r;
+  }
+
+  /**
+   * 同步 CMS（仅当前 tenant）。
+   */
+  public AiKbIngestResult syncCms(Integer tenantId) {
+    if (tenantId == null) {
+      throw new BusinessException("tenantId 不能为空");
+    }
+    // 仅同步“已发布且未删除”的文章
+    List<CmsArticle> articles = cmsArticleService.list(new LambdaQueryWrapper<CmsArticle>()
+      .eq(CmsArticle::getTenantId, tenantId)
+      .eq(CmsArticle::getDeleted, 0)
+      .eq(CmsArticle::getStatus, 0));
+    if (articles == null || articles.isEmpty()) {
+      AiKbIngestResult r = new AiKbIngestResult();
+      r.setUpdatedDocuments(0);
+      r.setSkippedDocuments(0);
+      r.setChunks(0);
+      return r;
+    }
+
+    Set<Integer> articleIds = articles.stream().map(CmsArticle::getArticleId).collect(Collectors.toSet());
+    List<CmsArticleContent> contents = cmsArticleContentService.list(new LambdaQueryWrapper<CmsArticleContent>()
+      .in(CmsArticleContent::getArticleId, articleIds));
+
+    Map<Integer, CmsArticleContent> contentByArticle = contents.stream()
+      .collect(Collectors.toMap(
+        CmsArticleContent::getArticleId,
+        c -> c,
+        (a, b) -> (a.getCreateTime() != null && b.getCreateTime() != null && a.getCreateTime().isAfter(b.getCreateTime())) ? a : b
+      ));
+
+    int updatedDocs = 0;
+    int skippedDocs = 0;
+    int totalChunks = 0;
+
+    for (CmsArticle a : articles) {
+      CmsArticleContent c = contentByArticle.get(a.getArticleId());
+      String raw = "";
+      if (a.getOverview() != null) {
+        raw += a.getOverview() + "\n";
+      }
+      if (c != null && c.getContent() != null) {
+        raw += c.getContent();
+      }
+      String text = a.getTitle() + "\n" + AiTextUtil.stripHtml(raw);
+      text = AiTextUtil.normalizeWhitespace(text);
+      if (StrUtil.isBlank(text)) {
+        continue;
+      }
+      String hash = AiTextUtil.sha256(text);
+
+      AiKbDocument existing = documentService.getOne(new LambdaQueryWrapper<AiKbDocument>()
+        .eq(AiKbDocument::getTenantId, tenantId)
+        .eq(AiKbDocument::getSourceType, "cms")
+        .eq(AiKbDocument::getSourceId, a.getArticleId())
+        .last("limit 1"));
+
+      if (existing != null && StrUtil.equals(existing.getContentHash(), hash)) {
+        skippedDocs++;
+        continue;
+      }
+
+      AiKbDocument doc;
+      if (existing == null) {
+        doc = new AiKbDocument();
+        doc.setTitle(a.getTitle());
+        doc.setSourceType("cms");
+        doc.setSourceId(a.getArticleId());
+        doc.setSourceRef(a.getCode());
+        doc.setContentHash(hash);
+        doc.setStatus(0);
+        doc.setTenantId(tenantId);
+        doc.setCreateTime(LocalDateTime.now());
+        doc.setUpdateTime(LocalDateTime.now());
+        documentService.save(doc);
+      } else {
+        doc = existing;
+        doc.setTitle(a.getTitle());
+        doc.setSourceRef(a.getCode());
+        doc.setContentHash(hash);
+        doc.setUpdateTime(LocalDateTime.now());
+        documentService.updateById(doc);
+        // 重新入库：先删除旧 chunk
+        chunkService.remove(new LambdaQueryWrapper<AiKbChunk>().eq(AiKbChunk::getDocumentId, doc.getDocumentId()));
+      }
+
+      int chunks = ingestChunks(doc, text);
+      totalChunks += chunks;
+      updatedDocs++;
+    }
+
+    AiKbIngestResult r = new AiKbIngestResult();
+    r.setUpdatedDocuments(updatedDocs);
+    r.setSkippedDocuments(skippedDocs);
+    r.setChunks(totalChunks);
+    return r;
+  }
+
+  public AiKbQueryResult query(Integer tenantId, AiKbQueryRequest request) {
+    if (tenantId == null) {
+      throw new BusinessException("tenantId 不能为空");
+    }
+    if (request == null || StrUtil.isBlank(request.getQuery())) {
+      throw new BusinessException("query 不能为空");
+    }
+    int topK = request.getTopK() != null ? request.getTopK() : props.getRagTopK();
+    topK = Math.max(1, Math.min(20, topK));
+
+    float[] qEmb = embedding(request.getQuery());
+    float qNorm = l2(qEmb);
+    if (qNorm == 0f) {
+      throw new BusinessException("query embedding 为空");
+    }
+
+    // MVP：按 tenant 拉取最新 N 条候选 chunk，再做余弦相似度排序
+    List<AiKbChunk> candidates = chunkService.list(new LambdaQueryWrapper<AiKbChunk>()
+      .eq(AiKbChunk::getTenantId, tenantId)
+      .orderByDesc(AiKbChunk::getId)
+      .last("limit " + props.getRagMaxCandidates()));
+
+    PriorityQueue<AiKbHit> pq = new PriorityQueue<>(Comparator.comparingDouble(h -> h.getScore() == null ? -1d : h.getScore()));
+    for (AiKbChunk c : candidates) {
+      if (StrUtil.isBlank(c.getEmbedding())) {
+        continue;
+      }
+      float[] cEmb = parseEmbedding(c.getEmbedding());
+      if (cEmb == null || cEmb.length == 0) {
+        continue;
+      }
+      Double cNormD = c.getEmbeddingNorm();
+      float cNorm = cNormD == null ? l2(cEmb) : cNormD.floatValue();
+      if (cNorm == 0f) {
+        continue;
+      }
+      double score = dot(qEmb, cEmb) / (qNorm * cNorm);
+      AiKbHit hit = new AiKbHit();
+      hit.setChunkId(c.getChunkId());
+      hit.setDocumentId(c.getDocumentId());
+      hit.setTitle(StrUtil.blankToDefault(c.getTitle(), ""));
+      hit.setScore(score);
+      // 返回给前端时避免过长
+      hit.setContent(clip(c.getContent(), 900));
+
+      if (pq.size() < topK) {
+        pq.add(hit);
+      } else if (hit.getScore() != null && hit.getScore() > pq.peek().getScore()) {
+        pq.poll();
+        pq.add(hit);
+      }
+    }
+
+    List<AiKbHit> hits = new ArrayList<>(pq);
+    hits.sort((a, b) -> Double.compare(b.getScore(), a.getScore()));
+    AiKbQueryResult r = new AiKbQueryResult();
+    r.setHits(hits);
+    return r;
+  }
+
+  public AiKbAskResult ask(Integer tenantId, AiKbAskRequest request) {
+    if (request == null || StrUtil.isBlank(request.getQuestion())) {
+      throw new BusinessException("question 不能为空");
+    }
+    AiKbQueryRequest q = new AiKbQueryRequest();
+    q.setQuery(request.getQuestion());
+    q.setTopK(request.getTopK());
+    AiKbQueryResult retrieval = query(tenantId, q);
+
+    String context = buildContext(retrieval);
+    String userPrompt = "上下文资料：\n" + context + "\n\n用户问题：\n" + request.getQuestion();
+
+    AiChatRequest chatReq = new AiChatRequest();
+    chatReq.setMessages(Arrays.asList(
+      new AiMessage("system", AiPrompts.SYSTEM_SUPPORT),
+      new AiMessage("user", userPrompt)
+    ));
+    AiChatResult chat = aiChatService.chat(chatReq);
+
+    AiKbAskResult r = new AiKbAskResult();
+    r.setAnswer(chat.getContent());
+    r.setRetrieval(retrieval);
+    return r;
+  }
+
+  private int ingestChunks(AiKbDocument doc, String text) {
+    List<String> chunks = AiTextUtil.chunkText(text, props.getRagChunkSize(), props.getRagChunkOverlap());
+    if (chunks.isEmpty()) {
+      return 0;
+    }
+    LocalDateTime now = LocalDateTime.now();
+
+    List<CompletableFuture<AiKbChunk>> futures = new ArrayList<>(chunks.size());
+    for (int i = 0; i < chunks.size(); i++) {
+      final int idx = i;
+      final String chunkText = chunks.get(i);
+      futures.add(CompletableFuture.supplyAsync(() -> {
+        OllamaEmbeddingResponse emb = ollamaClient.embedding(chunkText);
+        if (emb == null || emb.getEmbedding() == null || emb.getEmbedding().isEmpty()) {
+          throw new BusinessException("embedding 生成失败");
+        }
+        float[] v = toFloat(emb.getEmbedding());
+        float norm = l2(v);
+        AiKbChunk c = new AiKbChunk();
+        c.setDocumentId(doc.getDocumentId());
+        c.setChunkId(UUID.randomUUID().toString().replace("-", ""));
+        c.setChunkIndex(idx);
+        c.setTitle(doc.getTitle());
+        c.setContent(chunkText);
+        c.setContentHash(AiTextUtil.sha256(chunkText));
+        c.setEmbedding(JSONUtil.toJSONString(emb.getEmbedding()));
+        c.setEmbeddingNorm((double) norm);
+        c.setTenantId(doc.getTenantId());
+        c.setCreateTime(now);
+        c.setDeleted(0);
+        return c;
+      }, pool()));
+    }
+
+    List<AiKbChunk> entities = futures.stream().map(f -> {
+      try {
+        return f.get(10, TimeUnit.MINUTES);
+      } catch (Exception e) {
+        throw new BusinessException("embedding 批处理失败: " + e.getMessage());
+      }
+    }).collect(Collectors.toList());
+
+    chunkService.saveBatch(entities);
+    return entities.size();
+  }
+
+  private String extractText(MultipartFile file) {
+    try {
+      String contentType = file.getContentType();
+      String filename = file.getOriginalFilename();
+
+      // 优先：对纯文本直接读 UTF-8
+      if ((contentType != null && contentType.startsWith("text/"))
+        || (filename != null && (filename.endsWith(".txt") || filename.endsWith(".md") || filename.endsWith(".html") || filename.endsWith(".htm")))) {
+        return AiTextUtil.normalizeWhitespace(new String(file.getBytes(), StandardCharsets.UTF_8));
+      }
+
+      // 尝试用 tika 解析（注意：当前依赖为 tika-core，解析能力有限）
+      String parsed = tika.parseToString(file.getInputStream());
+      return AiTextUtil.normalizeWhitespace(parsed);
+    } catch (Exception e) {
+      return "";
+    }
+  }
+
+  private float[] embedding(String text) {
+    OllamaEmbeddingResponse emb = ollamaClient.embedding(text);
+    if (emb == null || emb.getEmbedding() == null || emb.getEmbedding().isEmpty()) {
+      throw new BusinessException("embedding 生成失败");
+    }
+    return toFloat(emb.getEmbedding());
+  }
+
+  private float[] parseEmbedding(String json) {
+    try {
+      // embedding 是一维数组，存储为 JSON 文本
+      double[] d = ObjectUtil.isEmpty(json) ? null : objectMapper.readValue(json, double[].class);
+      if (d == null || d.length == 0) {
+        return null;
+      }
+      float[] f = new float[d.length];
+      for (int i = 0; i < d.length; i++) {
+        f[i] = (float) d[i];
+      }
+      return f;
+    } catch (Exception e) {
+      return null;
+    }
+  }
+
+  private static float[] toFloat(List<Double> v) {
+    float[] out = new float[v.size()];
+    for (int i = 0; i < v.size(); i++) {
+      Double d = v.get(i);
+      out[i] = d == null ? 0f : d.floatValue();
+    }
+    return out;
+  }
+
+  private static float dot(float[] a, float[] b) {
+    int n = Math.min(a.length, b.length);
+    double s = 0d;
+    for (int i = 0; i < n; i++) {
+      s += (double) a[i] * (double) b[i];
+    }
+    return (float) s;
+  }
+
+  private static float l2(float[] a) {
+    double s = 0d;
+    for (float v : a) {
+      s += (double) v * (double) v;
+    }
+    return (float) Math.sqrt(s);
+  }
+
+  private static String clip(String s, int max) {
+    if (s == null) {
+      return "";
+    }
+    if (s.length() <= max) {
+      return s;
+    }
+    return s.substring(0, max) + "...";
+  }
+
+  private static String buildContext(AiKbQueryResult retrieval) {
+    if (retrieval == null || retrieval.getHits() == null || retrieval.getHits().isEmpty()) {
+      return "(无)";
+    }
+    StringBuilder sb = new StringBuilder();
+    for (AiKbHit h : retrieval.getHits()) {
+      sb.append("[source:").append(h.getChunkId()).append("] ");
+      if (StrUtil.isNotBlank(h.getTitle())) {
+        sb.append(h.getTitle()).append("\n");
+      }
+      sb.append(h.getContent()).append("\n\n");
+    }
+    return sb.toString();
+  }
+}

src/main/java/com/gxwebsoft/ai/service/AiShopAnalyticsService.java

@@ -0,0 +1,46 @@
+package com.gxwebsoft.ai.service;
+
+import com.gxwebsoft.ai.dto.AiShopMetricsRow;
+import com.gxwebsoft.ai.mapper.AiShopAnalyticsMapper;
+import org.springframework.stereotype.Service;
+
+import javax.annotation.Resource;
+import java.math.BigDecimal;
+import java.math.RoundingMode;
+import java.time.LocalDate;
+import java.time.LocalDateTime;
+import java.util.List;
+
+@Service
+public class AiShopAnalyticsService {
+  @Resource
+  private AiShopAnalyticsMapper mapper;
+
+  public List<AiShopMetricsRow> queryTenantDaily(Integer tenantId, LocalDate startDate, LocalDate endDateInclusive) {
+    LocalDateTime start = startDate.atStartOfDay();
+    LocalDateTime endExclusive = endDateInclusive.plusDays(1).atStartOfDay();
+    List<AiShopMetricsRow> rows = mapper.queryMetrics(tenantId, start, endExclusive);
+    if (rows == null) {
+      return null;
+    }
+    for (AiShopMetricsRow r : rows) {
+      long orderCnt = r.getOrderCnt() == null ? 0L : r.getOrderCnt();
+      long paidCnt = r.getPaidOrderCnt() == null ? 0L : r.getPaidOrderCnt();
+      BigDecimal gmv = r.getGmv() == null ? BigDecimal.ZERO : r.getGmv();
+
+      if (paidCnt > 0) {
+        r.setAov(gmv.divide(BigDecimal.valueOf(paidCnt), 4, RoundingMode.HALF_UP));
+      } else {
+        r.setAov(BigDecimal.ZERO);
+      }
+      if (orderCnt > 0) {
+        r.setPayRate(BigDecimal.valueOf(paidCnt)
+          .divide(BigDecimal.valueOf(orderCnt), 4, RoundingMode.HALF_UP));
+      } else {
+        r.setPayRate(BigDecimal.ZERO);
+      }
+    }
+    return rows;
+  }
+}
+

src/main/java/com/gxwebsoft/ai/service/impl/AiKbChunkServiceImpl.java

@@ -0,0 +1,12 @@
+package com.gxwebsoft.ai.service.impl;
+
+import com.baomidou.mybatisplus.extension.service.impl.ServiceImpl;
+import com.gxwebsoft.ai.entity.AiKbChunk;
+import com.gxwebsoft.ai.mapper.AiKbChunkMapper;
+import com.gxwebsoft.ai.service.AiKbChunkService;
+import org.springframework.stereotype.Service;
+
+@Service
+public class AiKbChunkServiceImpl extends ServiceImpl<AiKbChunkMapper, AiKbChunk> implements AiKbChunkService {
+}
+

src/main/java/com/gxwebsoft/ai/service/impl/AiKbDocumentServiceImpl.java

@@ -0,0 +1,12 @@
+package com.gxwebsoft.ai.service.impl;
+
+import com.baomidou.mybatisplus.extension.service.impl.ServiceImpl;
+import com.gxwebsoft.ai.entity.AiKbDocument;
+import com.gxwebsoft.ai.mapper.AiKbDocumentMapper;
+import com.gxwebsoft.ai.service.AiKbDocumentService;
+import org.springframework.stereotype.Service;
+
+@Service
+public class AiKbDocumentServiceImpl extends ServiceImpl<AiKbDocumentMapper, AiKbDocument> implements AiKbDocumentService {
+}
+

src/main/java/com/gxwebsoft/ai/util/AiTextUtil.java

@@ -0,0 +1,100 @@
+package com.gxwebsoft.ai.util;
+
+import cn.hutool.core.util.StrUtil;
+
+import java.nio.charset.StandardCharsets;
+import java.security.MessageDigest;
+import java.util.ArrayList;
+import java.util.List;
+
+public class AiTextUtil {
+  private AiTextUtil() {
+  }
+
+  public static String sha256(String s) {
+    if (s == null) {
+      return null;
+    }
+    try {
+      MessageDigest md = MessageDigest.getInstance("SHA-256");
+      byte[] dig = md.digest(s.getBytes(StandardCharsets.UTF_8));
+      StringBuilder sb = new StringBuilder(dig.length * 2);
+      for (byte b : dig) {
+        sb.append(String.format("%02x", b));
+      }
+      return sb.toString();
+    } catch (Exception e) {
+      throw new RuntimeException(e);
+    }
+  }
+
+  /**
+   * 很轻量的 HTML 转纯文本（不追求完美，只用于知识库入库前清洗）。
+   */
+  public static String stripHtml(String html) {
+    if (StrUtil.isBlank(html)) {
+      return "";
+    }
+    String s = html;
+    s = s.replaceAll("(?is)<script[^>]*>.*?</script>", " ");
+    s = s.replaceAll("(?is)<style[^>]*>.*?</style>", " ");
+    s = s.replaceAll("(?is)<br\\s*/?>", "\n");
+    s = s.replaceAll("(?is)</p\\s*>", "\n");
+    s = s.replaceAll("(?is)<[^>]+>", " ");
+    // 常见 HTML 实体最小处理
+    s = s.replace("&nbsp;", " ");
+    s = s.replace("&lt;", "<").replace("&gt;", ">").replace("&amp;", "&").replace("&quot;", "\"");
+    return normalizeWhitespace(s);
+  }
+
+  public static String normalizeWhitespace(String s) {
+    if (s == null) {
+      return "";
+    }
+    // 合并空白，保留换行用于 chunking
+    String x = s.replace("\r", "\n");
+    x = x.replaceAll("[\\t\\f\\u000B]+", " ");
+    x = x.replaceAll("[ ]{2,}", " ");
+    x = x.replaceAll("\\n{3,}", "\n\n");
+    return x.trim();
+  }
+
+  /**
+   * 按字符数切分，并做固定 overlap。
+   */
+  public static List<String> chunkText(String text, int chunkSize, int overlap) {
+    String s = normalizeWhitespace(text);
+    List<String> out = new ArrayList<>();
+    if (StrUtil.isBlank(s)) {
+      return out;
+    }
+    if (chunkSize <= 0) {
+      chunkSize = 800;
+    }
+    if (overlap < 0) {
+      overlap = 0;
+    }
+    if (overlap >= chunkSize) {
+      overlap = Math.max(0, chunkSize / 5);
+    }
+
+    int n = s.length();
+    int start = 0;
+    while (start < n) {
+      int end = Math.min(n, start + chunkSize);
+      String chunk = s.substring(start, end).trim();
+      if (!chunk.isEmpty()) {
+        out.add(chunk);
+      }
+      if (end >= n) {
+        break;
+      }
+      start = end - overlap;
+      if (start < 0) {
+        start = 0;
+      }
+    }
+    return out;
+  }
+}
+

src/main/java/com/gxwebsoft/common/system/controller/WxLoginController.java

@@ -42,7 +42,6 @@ import java.time.Instant;
 import java.util.HashMap;
 import java.util.Map;
 import java.util.concurrent.TimeUnit;
-import java.util.concurrent.TimeUnit;
 
 import static com.gxwebsoft.common.core.constants.PlatformConstants.MP_WEIXIN;
 import static com.gxwebsoft.common.core.constants.RedisConstants.ACCESS_TOKEN_KEY;
@@ -246,27 +245,30 @@ public class WxLoginController extends BaseController {
    * @param userParam 需要传微信凭证code
    */
   private String getPhoneByCode(UserParam userParam) {
-    // 获取手机号码
-    String apiUrl = "https://api.weixin.qq.com/wxa/business/getuserphonenumber?access_token=" + getAccessToken();
     HashMap<String, Object> paramMap = new HashMap<>();
     if (StrUtil.isBlank(userParam.getCode())) {
       throw new BusinessException("code不能为空");
     }
     paramMap.put("code", userParam.getCode());
-    // 执行post请求
+
-    String post = HttpUtil.post(apiUrl, JSON.toJSONString(paramMap));
+    // access_token 失效/过期时自动刷新并重试一次
-    JSONObject json = JSON.parseObject(post);
+    for (int attempt = 0; attempt < 2; attempt++) {
-    if (json.get("errcode").equals(0)) {
+      String accessToken = (attempt == 0) ? getAccessToken(false) : getAccessToken(true);
-      JSONObject phoneInfo = JSON.parseObject(json.getString("phone_info"));
+      String apiUrl = "https://api.weixin.qq.com/wxa/business/getuserphonenumber?access_token=" + accessToken;
-      // 微信用户的手机号码
+
-      final String phoneNumber = phoneInfo.getString("phoneNumber");
+      String post = HttpUtil.post(apiUrl, JSON.toJSONString(paramMap));
-      // 验证手机号码
+      JSONObject json = JSON.parseObject(post);
-//            if (userParam.getNotVerifyPhone() == null && !Validator.isMobile(phoneNumber)) {
+
-//                String key = ACCESS_TOKEN_KEY.concat(":").concat(getTenantId().toString());
+      Integer errcode = json.getInteger("errcode");
-//                redisTemplate.delete(key);
+      if (errcode != null && errcode.equals(0)) {
-//                throw new BusinessException("手机号码格式不正确");
+        JSONObject phoneInfo = JSON.parseObject(json.getString("phone_info"));
-//            }
+        return phoneInfo.getString("phoneNumber");
-      return phoneNumber;
+      }
+
+      if (errcode != null && (errcode == 40001 || errcode == 42001 || errcode == 40014)) {
+        continue;
+      }
+      return null;
     }
     return null;
   }
@@ -285,6 +287,10 @@ public class WxLoginController extends BaseController {
    * <a href="https://developers.weixin.qq.com/miniprogram/dev/OpenApiDoc/mp-access-token/getAccessToken.html">...</a>
    */
   public String getAccessToken() {
+    return getAccessToken(false);
+  }
+
+  private String getAccessToken(boolean forceRefresh) {
     Integer tenantId = getTenantId();
     String key = ACCESS_TOKEN_KEY.concat(":").concat(tenantId.toString());
 
@@ -294,9 +300,13 @@ public class WxLoginController extends BaseController {
       throw new BusinessException("请先配置小程序");
     }
 
+    if (forceRefresh) {
+      redisTemplate.delete(key);
+    }
+
     // 从缓存获取access_token
     String value = redisTemplate.opsForValue().get(key);
-    if (value != null) {
+    if (!forceRefresh && value != null) {
       // 解析access_token
       JSONObject response = JSON.parseObject(value);
       String accessToken = response.getString("access_token");
@@ -305,23 +315,38 @@ public class WxLoginController extends BaseController {
       }
     }
 
-    // 微信获取凭证接口
+    String appId = setting.getString("appId");
-    String apiUrl = "https://api.weixin.qq.com/cgi-bin/token";
+    String appSecret = setting.getString("appSecret");
-    // 组装url参数
-    String url = apiUrl.concat("?grant_type=client_credential")
-      .concat("&appid=").concat(setting.getString("appId"))
-      .concat("&secret=").concat(setting.getString("appSecret"));
 
-    // 执行get请求
+    // 微信稳定版获取凭证接口（避免并发刷新导致旧token失效）
-    String result = HttpUtil.get(url);
+    String apiUrl = "https://api.weixin.qq.com/cgi-bin/stable_token";
-    // 解析access_token
+    JSONObject reqBody = new JSONObject();
+    reqBody.put("grant_type", "client_credential");
+    reqBody.put("appid", appId);
+    reqBody.put("secret", appSecret);
+    reqBody.put("force_refresh", forceRefresh);
+
+    String result = HttpRequest.post(apiUrl)
+      .header("Content-Type", "application/json")
+      .body(reqBody.toJSONString())
+      .execute()
+      .body();
     JSONObject response = JSON.parseObject(result);
-    if (response.getString("access_token") != null) {
+
-      // 存入缓存
+    Integer errcode = response.getInteger("errcode");
-      redisTemplate.opsForValue().set(key, result, 7000L, TimeUnit.SECONDS);
+    if (errcode != null && errcode != 0) {
-      return response.getString("access_token");
+      throw new BusinessException("获取access_token失败: " + response.getString("errmsg") + " (errcode: " + errcode + ")");
     }
-    throw new BusinessException("小程序配置不正确");
+
+    String accessToken = response.getString("access_token");
+    Integer expiresIn = response.getInteger("expires_in");
+    if (accessToken != null) {
+      long ttlSeconds = Math.max((expiresIn != null ? expiresIn : 7200) - 300L, 60L);
+      redisTemplate.opsForValue().set(key, result, ttlSeconds, TimeUnit.SECONDS);
+      return accessToken;
+    }
+
+    throw new BusinessException("获取access_token失败: " + result);
   }
 
   @Operation(summary = "获取微信openId并更新")
@@ -576,23 +601,29 @@ public class WxLoginController extends BaseController {
       throw new IOException("小程序配置不完整，缺少 appId 或 appSecret");
     }
 
-    HttpUrl url = HttpUrl.parse("https://api.weixin.qq.com/cgi-bin/token")
+    HttpUrl url = HttpUrl.parse("https://api.weixin.qq.com/cgi-bin/stable_token").newBuilder().build();
-      .newBuilder()
+    var root = om.createObjectNode();
-      .addQueryParameter("grant_type", "client_credential")
+    root.put("grant_type", "client_credential");
-      .addQueryParameter("appid", appId)
+    root.put("appid", appId);
-      .addQueryParameter("secret", appSecret)
+    root.put("secret", appSecret);
-      .build();
+    root.put("force_refresh", false);
 
-    Request req = new Request.Builder().url(url).get().build();
+    okhttp3.RequestBody reqBody = okhttp3.RequestBody.create(
+      root.toString(), MediaType.parse("application/json; charset=utf-8"));
+    Request req = new Request.Builder().url(url).post(reqBody).build();
     try (Response resp = http.newCall(req).execute()) {
       String body = resp.body().string();
       JsonNode json = om.readTree(body);
+      if (json.has("errcode") && json.get("errcode").asInt() != 0) {
+        throw new IOException("Get access_token failed: " + body);
+      }
       if (json.has("access_token")) {
         String token = json.get("access_token").asText();
         long expiresIn = json.get("expires_in").asInt(7200);
 
         // 缓存完整的JSON响应，与其他方法保持一致
-        redisUtil.set(key, body, expiresIn, TimeUnit.SECONDS);
+        long ttlSeconds = Math.max(expiresIn - 300L, 60L);
+        redisUtil.set(key, body, ttlSeconds, TimeUnit.SECONDS);
         tokenExpireEpoch = now + expiresIn;
         System.out.println("获取新的access_token成功(Local)，租户ID: " + tenantId);
         return token;
@@ -686,7 +717,7 @@ public class WxLoginController extends BaseController {
       // 获取当前线程的租户ID
       Integer tenantId = getTenantId();
       if (tenantId == null) {
-        tenantId = 10550; // 默认租户
+        tenantId = 10584; // 默认租户
       }
 
       System.out.println("=== 开始调试获取AccessToken，租户ID: " + tenantId + " ===");
@@ -748,14 +779,14 @@ public class WxLoginController extends BaseController {
         }
       }
 
-      // 如果无法解析，默认使用租户10550
+      // 如果无法解析，默认使用租户10584
-      System.out.println("无法解析scene参数，使用默认租户ID: 10550");
+      System.out.println("无法解析scene参数，使用默认租户ID: 10584");
-      return 10550;
+      return 10584;
 
     } catch (Exception e) {
       System.err.println("解析scene参数异常: " + e.getMessage());
-      // 出现异常时，默认使用租户10550
+      // 出现异常时，默认使用租户10584
-      return 10550;
+      return 10584;
     }
   }
 
@@ -789,10 +820,21 @@ public class WxLoginController extends BaseController {
       String appId = wxConfig.getString("appId");
       String appSecret = wxConfig.getString("appSecret");
 
-      String apiUrl = "https://api.weixin.qq.com/cgi-bin/token?grant_type=client_credential&appid=" + appId + "&secret=" + appSecret;
+      String apiUrl = "https://api.weixin.qq.com/cgi-bin/stable_token";
       System.out.println("调用微信API获取token - 租户ID: " + tenantId + ", AppID: " + (appId != null ? appId.substring(0, Math.min(8, appId.length())) + "..." : "null"));
-      System.out.println("微信API请求URL: " + apiUrl.replaceAll("secret=[^&]*", "secret=***"));
+      System.out.println("微信API请求URL: " + apiUrl);
-      String result = HttpUtil.get(apiUrl);
+
+      JSONObject reqBody = new JSONObject();
+      reqBody.put("grant_type", "client_credential");
+      reqBody.put("appid", appId);
+      reqBody.put("secret", appSecret);
+      reqBody.put("force_refresh", false);
+
+      String result = HttpRequest.post(apiUrl)
+        .header("Content-Type", "application/json")
+        .body(reqBody.toJSONString())
+        .execute()
+        .body();
       System.out.println("微信API响应: " + result);
       JSONObject json = JSON.parseObject(result);
 
@@ -800,14 +842,15 @@ public class WxLoginController extends BaseController {
       if (json.containsKey("errcode")) {
         Integer errcode = json.getInteger("errcode");
         String errmsg = json.getString("errmsg");
-        System.err.println("微信API错误 - errcode: " + errcode + ", errmsg: " + errmsg);
+        if (errcode != null && errcode != 0) {
-
+          System.err.println("微信API错误 - errcode: " + errcode + ", errmsg: " + errmsg);
-        if (errcode == 40125) {
+          if (errcode == 40125) {
-          throw new RuntimeException("微信AppSecret配置错误，请检查并更新正确的AppSecret");
+            throw new RuntimeException("微信AppSecret配置错误，请检查并更新正确的AppSecret");
-        } else if (errcode == 40013) {
+          } else if (errcode == 40013) {
-          throw new RuntimeException("微信AppID配置错误，请检查并更新正确的AppID");
+            throw new RuntimeException("微信AppID配置错误，请检查并更新正确的AppID");
-        } else {
+          } else {
-          throw new RuntimeException("微信API调用失败: " + errmsg + " (errcode: " + errcode + ")");
+            throw new RuntimeException("微信API调用失败: " + errmsg + " (errcode: " + errcode + ")");
+          }
         }
       }
 
@@ -816,7 +859,8 @@ public class WxLoginController extends BaseController {
         Integer expiresIn = json.getInteger("expires_in");
 
         // 缓存access_token，存储完整JSON响应（与getAccessToken方法保持一致）
-        redisUtil.set(key, result, (long) (expiresIn - 300), TimeUnit.SECONDS);
+        long ttlSeconds = Math.max((expiresIn != null ? expiresIn : 7200) - 300L, 60L);
+        redisUtil.set(key, result, ttlSeconds, TimeUnit.SECONDS);
 
         System.out.println("获取新的access_token成功，租户ID: " + tenantId);
         return accessToken;

src/main/java/com/gxwebsoft/common/system/mapper/xml/UserMapper.xml

@@ -102,7 +102,7 @@
                 AND a.deleted = 0
             </if>
             <if test="param.roleId != null">
-                AND a.user_id IN (SELECT user_id FROM sys_user_role WHERE role_id=#{param.roleId})
+                AND a.user_id IN (SELECT user_id FROM gxwebsoft_core.sys_user_role WHERE role_id=#{param.roleId})
             </if>
             <if test="param.userIds != null">
               AND a.user_id IN
@@ -259,6 +259,7 @@
     LEFT JOIN gxwebsoft_core.sys_user_referee h ON a.user_id = h.user_id and h.deleted = 0
     WHERE a.user_id = #{userId}
       AND a.deleted = 0
+    LIMIT 1
   </select>
 
 </mapper>

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

@@ -355,6 +355,7 @@ public class BatchImportSupport {
             // 3.1) 查询当前租户下的 companyId 映射
             LinkedHashMap<String, Integer> companyIdByName = new LinkedHashMap<>();
             LinkedHashMap<String, Integer> ambiguousByName = new LinkedHashMap<>();
+            // For display: prefer matchName (normalized) then name.
             HashMap<Integer, String> companyNameById = new HashMap<>();
             LinkedHashSet<String> nameSet = new LinkedHashSet<>();
             for (T row : tenantRows) {
@@ -385,8 +386,12 @@ public class BatchImportSupport {
                     if (c == null || c.getId() == null) {
                         continue;
                     }
-                    if (c.getName() != null && !c.getName().trim().isEmpty()) {
+                    String displayName = c.getMatchName();
-                        companyNameById.putIfAbsent(c.getId(), c.getName().trim());
+                    if (displayName == null || displayName.trim().isEmpty()) {
+                        displayName = c.getName();
+                    }
+                    if (displayName != null && !displayName.trim().isEmpty()) {
+                        companyNameById.putIfAbsent(c.getId(), displayName.trim());
                     }
                     addCompanyNameMapping(companyIdByName, ambiguousByName, normalizeCompanyName(c.getName()), c.getId());
                     addCompanyNameMapping(companyIdByName, ambiguousByName, normalizeCompanyName(c.getMatchName()), c.getId());

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

@@ -195,8 +195,16 @@ public class CreditBankruptcyController extends BaseController {
         Set<Integer> touchedCompanyIds = new HashSet<>();
 
         try {
-            ExcelImportSupport.ImportResult<CreditBankruptcyImportParam> importResult = ExcelImportSupport.readAnySheet(
+            // Prefer importing from the explicit tab name "破产重整" when present.
-                file, CreditBankruptcyImportParam.class, this::isEmptyImportRow);
+            // This avoids accidentally importing from other sheets (e.g. "历史破产重整") in multi-sheet workbooks.
+            int sheetIndex = ExcelImportSupport.findSheetIndex(file, "破产重整");
+            ExcelImportSupport.ImportResult<CreditBankruptcyImportParam> importResult;
+            if (sheetIndex >= 0) {
+                importResult = ExcelImportSupport.read(file, CreditBankruptcyImportParam.class, this::isEmptyImportRow, sheetIndex);
+            } else {
+                // Backward compatible: try any sheet for older templates without the expected tab name.
+                importResult = ExcelImportSupport.readAnySheet(file, CreditBankruptcyImportParam.class, this::isEmptyImportRow);
+            }
             List<CreditBankruptcyImportParam> list = importResult.getData();
             int usedTitleRows = importResult.getTitleRows();
             int usedHeadRows = importResult.getHeadRows();

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

@@ -309,6 +309,134 @@ public class CreditCaseFilingController extends BaseController {
         }
     }
 
+    /**
+     * 批量导入历史立案信息（仅解析“历史立案信息”选项卡）
+     * 规则：使用数据库唯一索引约束，重复数据不导入。
+     */
+    @PreAuthorize("hasAuthority('credit:creditCaseFiling:save')")
+    @Operation(summary = "批量导入历史立案信息")
+    @PostMapping("/import/history")
+    public ApiResult<List<String>> importHistoryBatch(@RequestParam("file") MultipartFile file,
+                                                      @RequestParam(value = "companyId", required = false) Integer companyId) {
+        List<String> errorMessages = new ArrayList<>();
+        int successCount = 0;
+        Set<Integer> touchedCompanyIds = new HashSet<>();
+
+        try {
+            int sheetIndex = ExcelImportSupport.findSheetIndex(file, "历史立案信息");
+            if (sheetIndex < 0) {
+                return fail("未读取到数据，请确认文件中存在“历史立案信息”选项卡且表头与示例格式一致", null);
+            }
+
+            ExcelImportSupport.ImportResult<CreditCaseFilingImportParam> importResult = ExcelImportSupport.read(
+                file, CreditCaseFilingImportParam.class, this::isEmptyImportRow, sheetIndex);
+            List<CreditCaseFilingImportParam> list = importResult.getData();
+            int usedTitleRows = importResult.getTitleRows();
+            int usedHeadRows = importResult.getHeadRows();
+            int usedSheetIndex = importResult.getSheetIndex();
+
+            if (CollectionUtils.isEmpty(list)) {
+                return fail("未读取到数据，请确认模板表头与示例格式一致", null);
+            }
+
+            User loginUser = getLoginUser();
+            Integer currentUserId = loginUser != null ? loginUser.getUserId() : null;
+            Integer currentTenantId = loginUser != null ? loginUser.getTenantId() : null;
+            Map<String, String> urlByCaseNumber = ExcelImportSupport.readUrlByKey(file, usedSheetIndex, usedTitleRows, usedHeadRows, "案号");
+
+            final int chunkSize = 500;
+            final int mpBatchSize = 500;
+            List<CreditCaseFiling> chunkItems = new ArrayList<>(chunkSize);
+            List<Integer> chunkRowNumbers = new ArrayList<>(chunkSize);
+
+            for (int i = 0; i < list.size(); i++) {
+                CreditCaseFilingImportParam param = list.get(i);
+                int excelRowNumber = i + 1 + usedTitleRows + usedHeadRows;
+                try {
+                    CreditCaseFiling item = convertImportParamToEntity(param);
+                    if (item.getCaseNumber() != null) {
+                        item.setCaseNumber(item.getCaseNumber().trim());
+                    }
+                    if (ImportHelper.isBlank(item.getCaseNumber())) {
+                        errorMessages.add("第" + excelRowNumber + "行：案号不能为空");
+                        continue;
+                    }
+
+                    String link = urlByCaseNumber.get(item.getCaseNumber());
+                    if (!ImportHelper.isBlank(link)) {
+                        item.setUrl(link.trim());
+                    }
+
+                    if (item.getCompanyId() == null && companyId != null) {
+                        item.setCompanyId(companyId);
+                    }
+                    if (item.getUserId() == null && currentUserId != null) {
+                        item.setUserId(currentUserId);
+                    }
+                    if (item.getTenantId() == null && currentTenantId != null) {
+                        item.setTenantId(currentTenantId);
+                    }
+                    if (item.getStatus() == null) {
+                        item.setStatus(0);
+                    }
+                    if (item.getDeleted() == null) {
+                        item.setDeleted(0);
+                    }
+                    if (item.getRecommend() == null) {
+                        item.setRecommend(0);
+                    }
+                    // 历史导入的数据统一标记为“失效”
+                    item.setDataStatus("失效");
+
+                    if (item.getCompanyId() != null && item.getCompanyId() > 0) {
+                        touchedCompanyIds.add(item.getCompanyId());
+                    }
+
+                    chunkItems.add(item);
+                    chunkRowNumbers.add(excelRowNumber);
+                    if (chunkItems.size() >= chunkSize) {
+                        successCount += batchImportSupport.persistInsertOnlyChunk(
+                            creditCaseFilingService,
+                            chunkItems,
+                            chunkRowNumbers,
+                            mpBatchSize,
+                            CreditCaseFiling::getCaseNumber,
+                            "",
+                            errorMessages
+                        );
+                        chunkItems.clear();
+                        chunkRowNumbers.clear();
+                    }
+                } catch (Exception e) {
+                    errorMessages.add("第" + excelRowNumber + "行：" + e.getMessage());
+                    e.printStackTrace();
+                }
+            }
+
+            if (!chunkItems.isEmpty()) {
+                successCount += batchImportSupport.persistInsertOnlyChunk(
+                    creditCaseFilingService,
+                    chunkItems,
+                    chunkRowNumbers,
+                    mpBatchSize,
+                    CreditCaseFiling::getCaseNumber,
+                    "",
+                    errorMessages
+                );
+            }
+
+            creditCompanyRecordCountService.refresh(CreditCompanyRecordCountService.CountType.CASE_FILING, touchedCompanyIds);
+
+            if (errorMessages.isEmpty()) {
+                return success("成功导入" + successCount + "条数据", null);
+            }
+            return success("导入完成，成功" + successCount + "条，失败" + errorMessages.size() + "条", errorMessages);
+        } catch (Exception e) {
+            e.printStackTrace();
+            return fail("导入失败：" + e.getMessage(), null);
+        }
+    }
+
     /**
      * 下载立案信息导入模板
      */

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

@@ -6,6 +6,7 @@ import com.gxwebsoft.common.core.web.BaseController;
 import com.gxwebsoft.common.core.web.BatchParam;
 import com.gxwebsoft.common.core.web.PageResult;
 import com.gxwebsoft.common.system.entity.User;
+import com.gxwebsoft.credit.entity.CreditCompany;
 import com.gxwebsoft.credit.entity.CreditCompetitor;
 import com.gxwebsoft.credit.param.CreditCompetitorImportParam;
 import com.gxwebsoft.credit.param.CreditCompetitorParam;
@@ -170,6 +171,7 @@ public class CreditCompetitorController extends BaseController {
             CreditCompetitor::getName,
             CreditCompetitor::getCompanyId,
             CreditCompetitor::setCompanyId,
+            CreditCompetitor::setCompanyName,
             CreditCompetitor::getHasData,
             CreditCompetitor::setHasData,
             CreditCompetitor::getTenantId,
@@ -212,6 +214,11 @@ public class CreditCompetitorController extends BaseController {
             Integer currentTenantId = loginUser != null ? loginUser.getTenantId() : null;
             Map<String, String> urlByName = ExcelImportSupport.readUrlByKey(
                 file, usedSheetIndex, usedTitleRows, usedHeadRows, "企业名称");
+            String fixedCompanyName = null;
+            if (companyId != null && companyId > 0) {
+                CreditCompany fixedCompany = creditCompanyService.getById(companyId);
+                fixedCompanyName = fixedCompany != null ? fixedCompany.getName() : null;
+            }
 
             final int chunkSize = 500;
             final int mpBatchSize = 500;
@@ -222,7 +229,7 @@ public class CreditCompetitorController extends BaseController {
                 CreditCompetitorImportParam param = list.get(i);
                 try {
                     CreditCompetitor item = convertImportParamToEntity(param);
-                    // name 才是持久化字段；companyName 为关联查询的临时字段（exist=false），导入时不应使用。
+                    // name 为竞争对手企业名称；companyName 为主体企业名称。
                     if (!ImportHelper.isBlank(item.getName())) {
                         String link = urlByName.get(item.getName().trim());
                         if (!ImportHelper.isBlank(link)) {
@@ -232,6 +239,9 @@ public class CreditCompetitorController extends BaseController {
 
                     if (item.getCompanyId() == null && companyId != null) {
                         item.setCompanyId(companyId);
+                        if (ImportHelper.isBlank(item.getCompanyName()) && !ImportHelper.isBlank(fixedCompanyName)) {
+                            item.setCompanyName(fixedCompanyName);
+                        }
                     }
                     if (item.getUserId() == null && currentUserId != null) {
                         item.setUserId(currentUserId);

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

@@ -6,6 +6,7 @@ import com.gxwebsoft.common.core.web.BaseController;
 import com.gxwebsoft.common.core.web.BatchParam;
 import com.gxwebsoft.common.core.web.PageResult;
 import com.gxwebsoft.common.system.entity.User;
+import com.gxwebsoft.credit.entity.CreditCompany;
 import com.gxwebsoft.credit.entity.CreditCustomer;
 import com.gxwebsoft.credit.param.CreditCustomerImportParam;
 import com.gxwebsoft.credit.param.CreditCustomerParam;
@@ -167,6 +168,7 @@ public class CreditCustomerController extends BaseController {
             CreditCustomer::getName,
             CreditCustomer::getCompanyId,
             CreditCustomer::setCompanyId,
+            CreditCustomer::setCompanyName,
             CreditCustomer::getHasData,
             CreditCustomer::setHasData,
             CreditCustomer::getTenantId,
@@ -208,6 +210,11 @@ public class CreditCustomerController extends BaseController {
             Integer currentUserId = loginUser != null ? loginUser.getUserId() : null;
             Integer currentTenantId = loginUser != null ? loginUser.getTenantId() : null;
             Map<String, String> urlByName = ExcelImportSupport.readUrlByKey(file, usedSheetIndex, usedTitleRows, usedHeadRows, "客户");
+            String fixedCompanyName = null;
+            if (companyId != null && companyId > 0) {
+                CreditCompany fixedCompany = creditCompanyService.getById(companyId);
+                fixedCompanyName = fixedCompany != null ? fixedCompany.getName() : null;
+            }
 
             final int chunkSize = 500;
             final int mpBatchSize = 500;
@@ -229,6 +236,9 @@ public class CreditCustomerController extends BaseController {
 
                     if (item.getCompanyId() == null && companyId != null) {
                         item.setCompanyId(companyId);
+                        if (ImportHelper.isBlank(item.getCompanyName()) && !ImportHelper.isBlank(fixedCompanyName)) {
+                            item.setCompanyName(fixedCompanyName);
+                        }
                     }
                     if (item.getUserId() == null && currentUserId != null) {
                         item.setUserId(currentUserId);

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

@@ -310,6 +310,134 @@ public class CreditDeliveryNoticeController extends BaseController {
         }
     }
 
+    /**
+     * 批量导入历史送达公告（仅解析“历史送达公告”选项卡）
+     * 规则：使用数据库唯一索引约束，重复数据不导入。
+     */
+    @PreAuthorize("hasAuthority('credit:creditDeliveryNotice:save')")
+    @Operation(summary = "批量导入历史送达公告司法大数据")
+    @PostMapping("/import/history")
+    public ApiResult<List<String>> importHistoryBatch(@RequestParam("file") MultipartFile file,
+                                                      @RequestParam(value = "companyId", required = false) Integer companyId) {
+        List<String> errorMessages = new ArrayList<>();
+        int successCount = 0;
+        Set<Integer> touchedCompanyIds = new HashSet<>();
+
+        try {
+            int sheetIndex = ExcelImportSupport.findSheetIndex(file, "历史送达公告");
+            if (sheetIndex < 0) {
+                return fail("未读取到数据，请确认文件中存在“历史送达公告”选项卡且表头与示例格式一致", null);
+            }
+
+            ExcelImportSupport.ImportResult<CreditDeliveryNoticeImportParam> importResult = ExcelImportSupport.read(
+                file, CreditDeliveryNoticeImportParam.class, this::isEmptyImportRow, sheetIndex);
+            List<CreditDeliveryNoticeImportParam> list = importResult.getData();
+            int usedTitleRows = importResult.getTitleRows();
+            int usedHeadRows = importResult.getHeadRows();
+            int usedSheetIndex = importResult.getSheetIndex();
+
+            if (CollectionUtils.isEmpty(list)) {
+                return fail("未读取到数据，请确认模板表头与示例格式一致", null);
+            }
+
+            User loginUser = getLoginUser();
+            Integer currentUserId = loginUser != null ? loginUser.getUserId() : null;
+            Integer currentTenantId = loginUser != null ? loginUser.getTenantId() : null;
+            Map<String, String> urlByCaseNumber = ExcelImportSupport.readUrlByKey(file, usedSheetIndex, usedTitleRows, usedHeadRows, "案号");
+
+            final int chunkSize = 500;
+            final int mpBatchSize = 500;
+            List<CreditDeliveryNotice> chunkItems = new ArrayList<>(chunkSize);
+            List<Integer> chunkRowNumbers = new ArrayList<>(chunkSize);
+
+            for (int i = 0; i < list.size(); i++) {
+                CreditDeliveryNoticeImportParam param = list.get(i);
+                int excelRowNumber = i + 1 + usedTitleRows + usedHeadRows;
+                try {
+                    CreditDeliveryNotice item = convertImportParamToEntity(param);
+                    if (item.getCaseNumber() != null) {
+                        item.setCaseNumber(item.getCaseNumber().trim());
+                    }
+                    if (ImportHelper.isBlank(item.getCaseNumber())) {
+                        errorMessages.add("第" + excelRowNumber + "行：案号不能为空");
+                        continue;
+                    }
+
+                    String link = urlByCaseNumber.get(item.getCaseNumber());
+                    if (!ImportHelper.isBlank(link)) {
+                        item.setUrl(link.trim());
+                    }
+
+                    if (item.getCompanyId() == null && companyId != null) {
+                        item.setCompanyId(companyId);
+                    }
+                    if (item.getUserId() == null && currentUserId != null) {
+                        item.setUserId(currentUserId);
+                    }
+                    if (item.getTenantId() == null && currentTenantId != null) {
+                        item.setTenantId(currentTenantId);
+                    }
+                    if (item.getStatus() == null) {
+                        item.setStatus(0);
+                    }
+                    if (item.getDeleted() == null) {
+                        item.setDeleted(0);
+                    }
+                    if (item.getRecommend() == null) {
+                        item.setRecommend(0);
+                    }
+                    // 历史导入的数据统一标记为“失效”
+                    item.setDataStatus("失效");
+
+                    if (item.getCompanyId() != null && item.getCompanyId() > 0) {
+                        touchedCompanyIds.add(item.getCompanyId());
+                    }
+
+                    chunkItems.add(item);
+                    chunkRowNumbers.add(excelRowNumber);
+                    if (chunkItems.size() >= chunkSize) {
+                        successCount += batchImportSupport.persistInsertOnlyChunk(
+                            creditDeliveryNoticeService,
+                            chunkItems,
+                            chunkRowNumbers,
+                            mpBatchSize,
+                            CreditDeliveryNotice::getCaseNumber,
+                            "",
+                            errorMessages
+                        );
+                        chunkItems.clear();
+                        chunkRowNumbers.clear();
+                    }
+                } catch (Exception e) {
+                    errorMessages.add("第" + excelRowNumber + "行：" + e.getMessage());
+                    e.printStackTrace();
+                }
+            }
+
+            if (!chunkItems.isEmpty()) {
+                successCount += batchImportSupport.persistInsertOnlyChunk(
+                    creditDeliveryNoticeService,
+                    chunkItems,
+                    chunkRowNumbers,
+                    mpBatchSize,
+                    CreditDeliveryNotice::getCaseNumber,
+                    "",
+                    errorMessages
+                );
+            }
+
+            creditCompanyRecordCountService.refresh(CreditCompanyRecordCountService.CountType.DELIVERY_NOTICE, touchedCompanyIds);
+
+            if (errorMessages.isEmpty()) {
+                return success("成功导入" + successCount + "条数据", null);
+            }
+            return success("导入完成，成功" + successCount + "条，失败" + errorMessages.size() + "条", errorMessages);
+        } catch (Exception e) {
+            e.printStackTrace();
+            return fail("导入失败：" + e.getMessage(), null);
+        }
+    }
+
     /**
      * 下载送达公告导入模板
      */

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

@@ -6,6 +6,7 @@ import com.gxwebsoft.common.core.web.BaseController;
 import com.gxwebsoft.common.core.web.BatchParam;
 import com.gxwebsoft.common.core.web.PageResult;
 import com.gxwebsoft.common.system.entity.User;
+import com.gxwebsoft.credit.entity.CreditCompany;
 import com.gxwebsoft.credit.entity.CreditExternal;
 import com.gxwebsoft.credit.param.CreditExternalImportParam;
 import com.gxwebsoft.credit.param.CreditExternalParam;
@@ -170,6 +171,7 @@ public class CreditExternalController extends BaseController {
             CreditExternal::getName,
             CreditExternal::getCompanyId,
             CreditExternal::setCompanyId,
+            CreditExternal::setCompanyName,
             CreditExternal::getHasData,
             CreditExternal::setHasData,
             CreditExternal::getTenantId,
@@ -211,6 +213,11 @@ public class CreditExternalController extends BaseController {
             Integer currentUserId = loginUser != null ? loginUser.getUserId() : null;
             Integer currentTenantId = loginUser != null ? loginUser.getTenantId() : null;
             Map<String, String> urlByName = ExcelImportSupport.readUrlByKey(file, usedSheetIndex, usedTitleRows, usedHeadRows, "被投资企业名称");
+            String fixedCompanyName = null;
+            if (companyId != null && companyId > 0) {
+                CreditCompany fixedCompany = creditCompanyService.getById(companyId);
+                fixedCompanyName = fixedCompany != null ? fixedCompany.getName() : null;
+            }
 
             final int chunkSize = 500;
             final int mpBatchSize = 500;
@@ -230,6 +237,9 @@ public class CreditExternalController extends BaseController {
 
                     if (item.getCompanyId() == null && companyId != null) {
                         item.setCompanyId(companyId);
+                        if (ImportHelper.isBlank(item.getCompanyName()) && !ImportHelper.isBlank(fixedCompanyName)) {
+                            item.setCompanyName(fixedCompanyName);
+                        }
                     }
                     if (item.getUserId() == null && currentUserId != null) {
                         item.setUserId(currentUserId);

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

@@ -539,7 +539,7 @@ public class CreditGqdjController extends BaseController {
                         item.setDeleted(0);
                     }
                     // 历史导入的数据统一标记为“失效”
-                    item.setDataStatus("失效");
+                    item.setDataType("失效");
 
                     if (item.getRecommend() == null) {
                         item.setRecommend(0);
@@ -667,7 +667,7 @@ public class CreditGqdjController extends BaseController {
         } else {
             entity.setDataStatus(param.getDataStatus());
         }
-        entity.setDataType("股权冻结");
+        entity.setDataType(param.getDataType());
         entity.setPublicDate(param.getPublicDate());
         if (!ImportHelper.isBlank(param.getFreezeDateStart2())) {
             entity.setFreezeDateStart(param.getFreezeDateStart2());

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

@@ -308,6 +308,134 @@ public class CreditMediationController extends BaseController {
         }
     }
 
+    /**
+     * 批量导入历史诉前调解（仅解析“历史诉前调解”选项卡）
+     * 规则：使用数据库唯一索引约束，重复数据不导入。
+     */
+    @PreAuthorize("hasAuthority('credit:creditMediation:save')")
+    @Operation(summary = "批量导入历史诉前调解")
+    @PostMapping("/import/history")
+    public ApiResult<List<String>> importHistoryBatch(@RequestParam("file") MultipartFile file,
+                                                      @RequestParam(value = "companyId", required = false) Integer companyId) {
+        List<String> errorMessages = new ArrayList<>();
+        int successCount = 0;
+        Set<Integer> touchedCompanyIds = new HashSet<>();
+
+        try {
+            int sheetIndex = ExcelImportSupport.findSheetIndex(file, "历史诉前调解");
+            if (sheetIndex < 0) {
+                return fail("未读取到数据，请确认文件中存在“历史诉前调解”选项卡且表头与示例格式一致", null);
+            }
+
+            ExcelImportSupport.ImportResult<CreditMediationImportParam> importResult = ExcelImportSupport.read(
+                file, CreditMediationImportParam.class, this::isEmptyImportRow, sheetIndex);
+            List<CreditMediationImportParam> list = importResult.getData();
+            int usedTitleRows = importResult.getTitleRows();
+            int usedHeadRows = importResult.getHeadRows();
+            int usedSheetIndex = importResult.getSheetIndex();
+
+            if (CollectionUtils.isEmpty(list)) {
+                return fail("未读取到数据，请确认模板表头与示例格式一致", null);
+            }
+
+            User loginUser = getLoginUser();
+            Integer currentUserId = loginUser != null ? loginUser.getUserId() : null;
+            Integer currentTenantId = loginUser != null ? loginUser.getTenantId() : null;
+            Map<String, String> urlByCaseNumber = ExcelImportSupport.readUrlByKey(file, usedSheetIndex, usedTitleRows, usedHeadRows, "案号");
+
+            final int chunkSize = 500;
+            final int mpBatchSize = 500;
+            List<CreditMediation> chunkItems = new ArrayList<>(chunkSize);
+            List<Integer> chunkRowNumbers = new ArrayList<>(chunkSize);
+
+            for (int i = 0; i < list.size(); i++) {
+                CreditMediationImportParam param = list.get(i);
+                int excelRowNumber = i + 1 + usedTitleRows + usedHeadRows;
+                try {
+                    CreditMediation item = convertImportParamToEntity(param);
+                    if (item.getCaseNumber() != null) {
+                        item.setCaseNumber(item.getCaseNumber().trim());
+                    }
+                    if (ImportHelper.isBlank(item.getCaseNumber())) {
+                        errorMessages.add("第" + excelRowNumber + "行：案号不能为空");
+                        continue;
+                    }
+
+                    String link = urlByCaseNumber.get(item.getCaseNumber());
+                    if (!ImportHelper.isBlank(link)) {
+                        item.setUrl(link.trim());
+                    }
+
+                    if (item.getCompanyId() == null && companyId != null) {
+                        item.setCompanyId(companyId);
+                    }
+                    if (item.getUserId() == null && currentUserId != null) {
+                        item.setUserId(currentUserId);
+                    }
+                    if (item.getTenantId() == null && currentTenantId != null) {
+                        item.setTenantId(currentTenantId);
+                    }
+                    if (item.getStatus() == null) {
+                        item.setStatus(0);
+                    }
+                    if (item.getDeleted() == null) {
+                        item.setDeleted(0);
+                    }
+                    if (item.getRecommend() == null) {
+                        item.setRecommend(0);
+                    }
+                    // 历史导入的数据统一标记为“失效”
+                    item.setDataStatus("失效");
+
+                    if (item.getCompanyId() != null && item.getCompanyId() > 0) {
+                        touchedCompanyIds.add(item.getCompanyId());
+                    }
+
+                    chunkItems.add(item);
+                    chunkRowNumbers.add(excelRowNumber);
+                    if (chunkItems.size() >= chunkSize) {
+                        successCount += batchImportSupport.persistInsertOnlyChunk(
+                            creditMediationService,
+                            chunkItems,
+                            chunkRowNumbers,
+                            mpBatchSize,
+                            CreditMediation::getCaseNumber,
+                            "",
+                            errorMessages
+                        );
+                        chunkItems.clear();
+                        chunkRowNumbers.clear();
+                    }
+                } catch (Exception e) {
+                    errorMessages.add("第" + excelRowNumber + "行：" + e.getMessage());
+                    e.printStackTrace();
+                }
+            }
+
+            if (!chunkItems.isEmpty()) {
+                successCount += batchImportSupport.persistInsertOnlyChunk(
+                    creditMediationService,
+                    chunkItems,
+                    chunkRowNumbers,
+                    mpBatchSize,
+                    CreditMediation::getCaseNumber,
+                    "",
+                    errorMessages
+                );
+            }
+
+            creditCompanyRecordCountService.refresh(CreditCompanyRecordCountService.CountType.MEDIATION, touchedCompanyIds);
+
+            if (errorMessages.isEmpty()) {
+                return success("成功导入" + successCount + "条数据", null);
+            }
+            return success("导入完成，成功" + successCount + "条，失败" + errorMessages.size() + "条", errorMessages);
+        } catch (Exception e) {
+            e.printStackTrace();
+            return fail("导入失败：" + e.getMessage(), null);
+        }
+    }
+
     /**
      * 下载诉前调解导入模板
      */

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

@@ -0,0 +1,178 @@
+package com.gxwebsoft.credit.controller;
+
+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;
+import com.gxwebsoft.common.core.web.BatchParam;
+import com.gxwebsoft.common.core.annotation.OperationLog;
+import com.gxwebsoft.common.system.entity.User;
+import io.swagger.v3.oas.annotations.Operation;
+import io.swagger.v3.oas.annotations.tags.Tag;
+import org.springframework.security.access.prepost.PreAuthorize;
+import org.springframework.web.bind.annotation.*;
+
+import javax.annotation.Resource;
+import java.util.List;
+
+/**
+ * 小程序端客户控制器
+ *
+ * @author 科技小王子
+ * @since 2026-03-16 20:59:17
+ */
+@Tag(name = "小程序端客户管理")
+@RestController
+@RequestMapping("/api/credit/credit-mp-customer")
+public class CreditMpCustomerController extends BaseController {
+    @Resource
+    private CreditMpCustomerService creditMpCustomerService;
+
+    @PreAuthorize("hasAuthority('credit:creditMpCustomer:list')")
+    @Operation(summary = "分页查询小程序端客户")
+    @GetMapping("/page")
+    public ApiResult<PageResult<CreditMpCustomer>> page(CreditMpCustomerParam param) {
+        // 使用关联查询
+        return success(creditMpCustomerService.pageRel(param));
+    }
+
+    @PreAuthorize("hasAuthority('credit:creditMpCustomer:list')")
+    @Operation(summary = "查询全部小程序端客户")
+    @GetMapping()
+    public ApiResult<List<CreditMpCustomer>> list(CreditMpCustomerParam param) {
+        // 使用关联查询
+        return success(creditMpCustomerService.listRel(param));
+    }
+
+    @PreAuthorize("hasAuthority('credit:creditMpCustomer:list')")
+    @Operation(summary = "根据id查询小程序端客户")
+    @GetMapping("/{id}")
+    public ApiResult<CreditMpCustomer> get(@PathVariable("id") Integer id) {
+        // 使用关联查询
+        return success(creditMpCustomerService.getByIdRel(id));
+    }
+
+    @PreAuthorize("hasAuthority('credit:creditMpCustomer:save')")
+    @OperationLog
+    @Operation(summary = "添加小程序端客户")
+    @PostMapping()
+    public ApiResult<?> save(@RequestBody CreditMpCustomer creditMpCustomer) {
+        // 记录当前登录用户id
+        User loginUser = getLoginUser();
+        if (loginUser != null) {
+         creditMpCustomer.setUserId(loginUser.getUserId());
+        }
+        if (creditMpCustomerService.save(creditMpCustomer)) {
+            return success("添加成功");
+        }
+        return fail("添加失败");
+    }
+
+    @PreAuthorize("hasAuthority('credit:creditMpCustomer:update')")
+    @OperationLog
+    @Operation(summary = "修改小程序端客户")
+    @PutMapping()
+    public ApiResult<?> update(@RequestBody CreditMpCustomer creditMpCustomer) {
+        if (creditMpCustomerService.updateById(creditMpCustomer)) {
+            return success("修改成功");
+        }
+        return fail("修改失败");
+    }
+
+    @PreAuthorize("hasAuthority('credit:creditMpCustomer:remove')")
+    @OperationLog
+    @Operation(summary = "删除小程序端客户")
+    @DeleteMapping("/{id}")
+    public ApiResult<?> remove(@PathVariable("id") Integer id) {
+        if (creditMpCustomerService.removeById(id)) {
+            return success("删除成功");
+        }
+        return fail("删除失败");
+    }
+
+    @PreAuthorize("hasAuthority('credit:creditMpCustomer:save')")
+    @OperationLog
+    @Operation(summary = "批量添加小程序端客户")
+    @PostMapping("/batch")
+    public ApiResult<?> saveBatch(@RequestBody List<CreditMpCustomer> list) {
+        if (creditMpCustomerService.saveBatch(list)) {
+            return success("添加成功");
+        }
+        return fail("添加失败");
+    }
+
+    @PreAuthorize("hasAuthority('credit:creditMpCustomer:update')")
+    @OperationLog
+    @Operation(summary = "批量修改小程序端客户")
+    @PutMapping("/batch")
+    public ApiResult<?> removeBatch(@RequestBody BatchParam<CreditMpCustomer> batchParam) {
+        if (batchParam.update(creditMpCustomerService, "id")) {
+            return success("修改成功");
+        }
+        return fail("修改失败");
+    }
+
+    @PreAuthorize("hasAuthority('credit:creditMpCustomer:remove')")
+    @OperationLog
+    @Operation(summary = "批量删除小程序端客户")
+    @DeleteMapping("/batch")
+    public ApiResult<?> removeBatch(@RequestBody List<Integer> ids) {
+        if (creditMpCustomerService.removeByIds(ids)) {
+            return success("删除成功");
+        }
+        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/controller/CreditNearbyCompanyController.java

@@ -418,7 +418,6 @@ public class CreditNearbyCompanyController extends BaseController {
         entity.setRegistrationStatus(param.getRegistrationStatus());
         entity.setLegalPerson(param.getLegalPerson());
         entity.setRegisteredCapital(param.getRegisteredCapital());
-        entity.setPaidinCapital(param.getPaidinCapital());
         entity.setEstablishDate(param.getEstablishDate());
         entity.setCode(param.getCode());
         entity.setAddress(param.getAddress());
@@ -427,21 +426,35 @@ public class CreditNearbyCompanyController extends BaseController {
         entity.setProvince(param.getProvince());
         entity.setCity(param.getCity());
         entity.setRegion(param.getRegion());
+        entity.setTaxpayerCode(param.getTaxpayerCode());
+        entity.setRegistrationNumber(param.getRegistrationNumber());
+        entity.setOrganizationalCode(param.getOrganizationalCode());
+        entity.setNumberOfInsuredPersons(param.getNumberOfInsuredPersons());
+        entity.setAnnualReport(param.getAnnualReport());
         entity.setDomain(param.getDomain());
+        entity.setBusinessTerm(param.getBusinessTerm());
+        entity.setNationalStandardIndustryCategories(param.getNationalStandardIndustryCategories());
+        entity.setNationalStandardIndustryCategories2(param.getNationalStandardIndustryCategories2());
+        entity.setNationalStandardIndustryCategories3(param.getNationalStandardIndustryCategories3());
+        entity.setNationalStandardIndustryCategories4(param.getNationalStandardIndustryCategories4());
+        entity.setFormerName(param.getFormerName());
+        entity.setEnglishName(param.getEnglishName());
+        entity.setMailingAddress(param.getMailingAddress());
+        entity.setMailingEmail(param.getMailingEmail());
+        entity.setTel(param.getTel());
+        entity.setPostalCode(param.getPostalCode());
+        entity.setNationalStandardIndustryCategories5(param.getNationalStandardIndustryCategories5());
+        entity.setNationalStandardIndustryCategories6(param.getNationalStandardIndustryCategories6());
+        entity.setNationalStandardIndustryCategories7(param.getNationalStandardIndustryCategories7());
+        entity.setNationalStandardIndustryCategories8(param.getNationalStandardIndustryCategories8());
+        entity.setType(param.getType());
         entity.setInstitutionType(param.getInstitutionType());
         entity.setCompanySize(param.getCompanySize());
-        entity.setRegistrationAuthority(param.getRegistrationAuthority());
-        entity.setTaxpayerQualification(param.getTaxpayerQualification());
-        entity.setLatestAnnualReportYear(param.getLatestAnnualReportYear());
-        entity.setLatestAnnualReportOnOperatingRevenue(param.getLatestAnnualReportOnOperatingRevenue());
-        entity.setEnterpriseScoreCheck(param.getEnterpriseScoreCheck());
-        entity.setCreditRating(param.getCreditRating());
-        entity.setCechnologyScore(param.getCechnologyScore());
-        entity.setCechnologyLevel(param.getCechnologyLevel());
-        entity.setSmallEnterprise(param.getSmallEnterprise());
         entity.setCompanyProfile(param.getCompanyProfile());
         entity.setNatureOfBusiness(param.getNatureOfBusiness());
         entity.setComments(param.getComments());
+        entity.setMoreEmail(param.getMoreEmail());
+        entity.setMoreTel(param.getMoreTel());
 
         return entity;
     }

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

@@ -6,6 +6,7 @@ import com.gxwebsoft.common.core.web.BaseController;
 import com.gxwebsoft.common.core.web.BatchParam;
 import com.gxwebsoft.common.core.web.PageResult;
 import com.gxwebsoft.common.system.entity.User;
+import com.gxwebsoft.credit.entity.CreditCompany;
 import com.gxwebsoft.credit.entity.CreditRiskRelation;
 import com.gxwebsoft.credit.param.CreditRiskRelationImportParam;
 import com.gxwebsoft.credit.param.CreditRiskRelationParam;
@@ -170,6 +171,7 @@ public class CreditRiskRelationController extends BaseController {
             CreditRiskRelation::getMainBodyName,
             CreditRiskRelation::getCompanyId,
             CreditRiskRelation::setCompanyId,
+            CreditRiskRelation::setCompanyName,
             CreditRiskRelation::getHasData,
             CreditRiskRelation::setHasData,
             CreditRiskRelation::getTenantId,
@@ -209,6 +211,11 @@ public class CreditRiskRelationController extends BaseController {
             User loginUser = getLoginUser();
             Integer currentUserId = loginUser != null ? loginUser.getUserId() : null;
             Integer currentTenantId = loginUser != null ? loginUser.getTenantId() : null;
+            String fixedCompanyName = null;
+            if (companyId != null && companyId > 0) {
+                CreditCompany fixedCompany = creditCompanyService.getById(companyId);
+                fixedCompanyName = fixedCompany != null ? fixedCompany.getName() : null;
+            }
 
             final int chunkSize = 500;
             final int mpBatchSize = 500;
@@ -222,6 +229,9 @@ public class CreditRiskRelationController extends BaseController {
 
                     if (item.getCompanyId() == null && companyId != null) {
                         item.setCompanyId(companyId);
+                        if (ImportHelper.isBlank(item.getCompanyName()) && !ImportHelper.isBlank(fixedCompanyName)) {
+                            item.setCompanyName(fixedCompanyName);
+                        }
                     }
                     if (item.getUserId() == null && currentUserId != null) {
                         item.setUserId(currentUserId);

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

@@ -6,6 +6,7 @@ import com.gxwebsoft.common.core.web.BaseController;
 import com.gxwebsoft.common.core.web.BatchParam;
 import com.gxwebsoft.common.core.web.PageResult;
 import com.gxwebsoft.common.system.entity.User;
+import com.gxwebsoft.credit.entity.CreditCompany;
 import com.gxwebsoft.credit.entity.CreditSupplier;
 import com.gxwebsoft.credit.param.CreditSupplierImportParam;
 import com.gxwebsoft.credit.param.CreditSupplierParam;
@@ -170,6 +171,7 @@ public class CreditSupplierController extends BaseController {
             CreditSupplier::getSupplier,
             CreditSupplier::getCompanyId,
             CreditSupplier::setCompanyId,
+            CreditSupplier::setCompanyName,
             CreditSupplier::getHasData,
             CreditSupplier::setHasData,
             CreditSupplier::getTenantId,
@@ -211,6 +213,11 @@ public class CreditSupplierController extends BaseController {
             Integer currentUserId = loginUser != null ? loginUser.getUserId() : null;
             Integer currentTenantId = loginUser != null ? loginUser.getTenantId() : null;
             Map<String, String> urlBySupplier = ExcelImportSupport.readUrlByKey(file, usedSheetIndex, usedTitleRows, usedHeadRows, "供应商");
+            String fixedCompanyName = null;
+            if (companyId != null && companyId > 0) {
+                CreditCompany fixedCompany = creditCompanyService.getById(companyId);
+                fixedCompanyName = fixedCompany != null ? fixedCompany.getName() : null;
+            }
 
             final int chunkSize = 500;
             final int mpBatchSize = 500;
@@ -230,6 +237,9 @@ public class CreditSupplierController extends BaseController {
 
                     if (item.getCompanyId() == null && companyId != null) {
                         item.setCompanyId(companyId);
+                        if (ImportHelper.isBlank(item.getCompanyName()) && !ImportHelper.isBlank(fixedCompanyName)) {
+                            item.setCompanyName(fixedCompanyName);
+                        }
                     }
                     if (item.getUserId() == null && currentUserId != null) {
                         item.setUserId(currentUserId);

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

@@ -1,15 +1,14 @@
 package com.gxwebsoft.credit.controller;
 
 import cn.afterturn.easypoi.excel.ExcelExportUtil;
-import cn.afterturn.easypoi.excel.ExcelImportUtil;
 import cn.afterturn.easypoi.excel.entity.ExportParams;
-import cn.afterturn.easypoi.excel.entity.ImportParams;
 import com.gxwebsoft.common.core.annotation.OperationLog;
 import com.gxwebsoft.common.core.web.ApiResult;
 import com.gxwebsoft.common.core.web.BaseController;
 import com.gxwebsoft.common.core.web.BatchParam;
 import com.gxwebsoft.common.core.web.PageResult;
 import com.gxwebsoft.common.system.entity.User;
+import com.gxwebsoft.credit.entity.CreditCompany;
 import com.gxwebsoft.credit.entity.CreditUser;
 import com.gxwebsoft.credit.param.CreditUserImportParam;
 import com.gxwebsoft.credit.param.CreditUserParam;
@@ -178,6 +177,7 @@ public class CreditUserController extends BaseController {
             CreditUser::getWinningName,
             CreditUser::getCompanyId,
             CreditUser::setCompanyId,
+            CreditUser::setCompanyName,
             CreditUser::getHasData,
             CreditUser::setHasData,
             CreditUser::getTenantId,
@@ -205,19 +205,11 @@ public class CreditUserController extends BaseController {
 
         try {
             int sheetIndex = ExcelImportSupport.findSheetIndex(file, "招投标", 0);
-            List<CreditUserImportParam> list = null;
+            ExcelImportSupport.ImportResult<CreditUserImportParam> importResult =
-            int usedTitleRows = 0;
+                ExcelImportSupport.read(file, CreditUserImportParam.class, this::isEmptyImportRow, sheetIndex);
-            int usedHeadRows = 0;
+            List<CreditUserImportParam> list = importResult.getData();
-            int[][] tryConfigs = new int[][]{{1, 1}, {0, 1}, {0, 2}, {0, 3}};
+            int usedTitleRows = importResult.getTitleRows();
-
+            int usedHeadRows = importResult.getHeadRows();
-            for (int[] config : tryConfigs) {
-                list = filterEmptyRows(tryImport(file, config[0], config[1], sheetIndex));
-                if (!CollectionUtils.isEmpty(list)) {
-                    usedTitleRows = config[0];
-                    usedHeadRows = config[1];
-                    break;
-                }
-            }
             if (CollectionUtils.isEmpty(list)) {
                 return fail("未读取到数据，请确认模板表头与示例格式一致", null);
             }
@@ -226,6 +218,11 @@ public class CreditUserController extends BaseController {
             Integer currentUserId = loginUser != null ? loginUser.getUserId() : null;
             Integer currentTenantId = loginUser != null ? loginUser.getTenantId() : null;
             Map<Integer, String> urlMap = readNameHyperlinks(file, sheetIndex, usedTitleRows, usedHeadRows);
+            String fixedCompanyName = null;
+            if (companyId != null && companyId > 0) {
+                CreditCompany fixedCompany = creditCompanyService.getById(companyId);
+                fixedCompanyName = fixedCompany != null ? fixedCompany.getName() : null;
+            }
 
             final int chunkSize = 500;
             final int mpBatchSize = 500;
@@ -243,6 +240,9 @@ public class CreditUserController extends BaseController {
                     }
                     if (item.getCompanyId() == null && companyId != null) {
                         item.setCompanyId(companyId);
+                        if (ImportHelper.isBlank(item.getCompanyName()) && !ImportHelper.isBlank(fixedCompanyName)) {
+                            item.setCompanyName(fixedCompanyName);
+                        }
                     }
                     if (item.getCompanyId() != null && item.getCompanyId() > 0) {
                         touchedCompanyIds.add(item.getCompanyId());
@@ -354,15 +354,6 @@ public class CreditUserController extends BaseController {
         workbook.close();
     }
 
-    private List<CreditUserImportParam> tryImport(MultipartFile file, int titleRows, int headRows, int sheetIndex) throws Exception {
-        ImportParams importParams = new ImportParams();
-        importParams.setTitleRows(titleRows);
-        importParams.setHeadRows(headRows);
-        importParams.setStartSheetIndex(sheetIndex);
-        importParams.setSheetNum(1);
-        return ExcelImportUtil.importExcel(file.getInputStream(), CreditUserImportParam.class, importParams);
-    }
-
     /**
      * 读取“项目名称”列的超链接，按数据行顺序返回。
      */
@@ -379,7 +370,7 @@ public class CreditUserController extends BaseController {
             if (headerRow != null) {
                 for (int c = headerRow.getFirstCellNum(); c < headerRow.getLastCellNum(); c++) {
                     Cell cell = headerRow.getCell(c);
-                    if (cell != null && "项目名称".equals(cell.getStringCellValue())) {
+                    if (cell != null && "项目名称".equals(normalizeHeaderText(cell.getStringCellValue()))) {
                         nameColIndex = c;
                         break;
                     }
@@ -404,14 +395,20 @@ public class CreditUserController extends BaseController {
     }
 
     /**
-     * 过滤掉完全空白的导入行，避免空行导致导入失败
+     * 用于表头匹配：仅做最常见的空白字符规整（避免表头中存在换行/空格导致无法定位列）。
      */
-    private List<CreditUserImportParam> filterEmptyRows(List<CreditUserImportParam> rawList) {
+    private static String normalizeHeaderText(String text) {
-        if (CollectionUtils.isEmpty(rawList)) {
+        if (text == null) {
-            return rawList;
+            return "";
         }
-        rawList.removeIf(this::isEmptyImportRow);
+        return text
-        return rawList;
+            .replace(" ", "")
+            .replace("\t", "")
+            .replace("\r", "")
+            .replace("\n", "")
+            .replace("\u00A0", "")
+            .replace("　", "")
+            .trim();
     }
 
     private boolean isEmptyImportRow(CreditUserImportParam param) {
@@ -445,6 +442,7 @@ public class CreditUserController extends BaseController {
         entity.setRole(param.getRole());
         entity.setInfoType(param.getInfoType());
         entity.setAddress(param.getAddress());
+        entity.setPlaintiffAppellant(param.getPlaintiffAppellant());
         entity.setProcurementName(param.getProcurementName());
         entity.setWinningName(param.getWinningName());
         entity.setWinningPrice(param.getWinningPrice());

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

@@ -484,11 +484,12 @@ public class CreditXgxfController extends BaseController {
             : param.getPlaintiffAppellant2();
         String appellee = !ImportHelper.isBlank(param.getAppellee())
             ? param.getAppellee()
-            : param.getAppellee2();
+            : param.getDataType();
         String courtName = !ImportHelper.isBlank(param.getCourtName())
             ? param.getCourtName()
             : param.getCourtName2();
 
+
         entity.setCaseNumber(param.getCaseNumber());
         entity.setType(param.getType());
         entity.setDataType(param.getDataType());

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

@@ -5,6 +5,7 @@ import cn.afterturn.easypoi.excel.ExcelImportUtil;
 import cn.afterturn.easypoi.excel.annotation.Excel;
 import cn.afterturn.easypoi.excel.entity.ExportParams;
 import cn.afterturn.easypoi.excel.entity.ImportParams;
+import com.gxwebsoft.credit.excel.ExcelHeaderAlias;
 import org.apache.poi.ss.usermodel.Cell;
 import org.apache.poi.ss.usermodel.CellType;
 import org.apache.poi.ss.usermodel.DataFormatter;
@@ -353,6 +354,20 @@ public class ExcelImportSupport {
                     // key -> canonical annotation name
                     map.putIfAbsent(key, name);
                 }
+
+                // Allow import-time header aliases without changing the exported template header.
+                ExcelHeaderAlias alias = field.getAnnotation(ExcelHeaderAlias.class);
+                if (alias != null && alias.value() != null) {
+                    for (String aliasName : alias.value()) {
+                        if (aliasName == null || aliasName.trim().isEmpty()) {
+                            continue;
+                        }
+                        String aliasKey = normalizeHeaderKey(aliasName);
+                        if (!aliasKey.isEmpty()) {
+                            map.putIfAbsent(aliasKey, name);
+                        }
+                    }
+                }
             }
             current = current.getSuperclass();
         }

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

@@ -71,8 +71,11 @@ public class CreditAdministrativeLicense implements Serializable {
     @Schema(description = "企业ID")
     private Integer companyId;
 
+    @Schema(description = "企业别名")
+    private String companyAlias;
+
     @Schema(description = "主体企业")
-    @TableField("company_name")
+    @TableField(exist = false)
     private String companyName;
 
     @Schema(description = "是否推荐")

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

@@ -55,8 +55,11 @@ public class CreditBranch implements Serializable {
     @Schema(description = "企业ID")
     private Integer companyId;
 
+    @Schema(description = "企业别名")
+    private String companyAlias;
+
     @Schema(description = "主题企业")
-    @TableField("company_name")
+    @TableField(exist = false)
     private String companyName;
 
     @Schema(description = "是否推荐")

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

@@ -176,6 +176,9 @@ public class CreditCompany implements Serializable {
     @Schema(description = "类型")
     private Integer type;
 
+    @Schema(description = "是否客户")
+    private Integer isCustomer;
+
     @Schema(description = "上级id, 0是顶级")
     private Integer parentId;
 

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

@@ -57,8 +57,10 @@ public class CreditCompetitor implements Serializable {
     @Schema(description = "企业ID")
     private Integer companyId;
 
+    @Schema(description = "企业别名")
+    private String companyAlias;
+
     @Schema(description = "企业名称")
-    @TableField(exist = false)
     private String companyName;
 
     @Schema(description = "所属企业名称")

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

@@ -42,7 +42,7 @@ public class CreditCourtAnnouncement implements Serializable {
     @Schema(description = "公告类型")
     private String dataType;
 
-    @Schema(description = "公告人")
+    @Schema(description = "原告/上诉人")
     private String plaintiffAppellant;
 
     @Schema(description = "刊登日期")

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

@@ -51,8 +51,10 @@ public class CreditCustomer implements Serializable {
     @Schema(description = "企业ID")
     private Integer companyId;
 
+    @Schema(description = "企业别名")
+    private String companyAlias;
+
     @Schema(description = "企业名称")
-    @TableField(exist = false)
     private String companyName;
 
     @Schema(description = "是否有数据")

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

@@ -78,8 +78,10 @@ public class CreditExternal implements Serializable {
     @Schema(description = "企业ID")
     private Integer companyId;
 
+    @Schema(description = "企业别名")
+    private String companyAlias;
+
     @Schema(description = "企业名称")
-    @TableField(exist = false)
     private String companyName;
 
     @Schema(description = "是否有数据")

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

@@ -49,8 +49,11 @@ public class CreditHistoricalLegalPerson implements Serializable {
     @Schema(description = "企业ID")
     private Integer companyId;
 
+    @Schema(description = "企业别名")
+    private String companyAlias;
+
     @Schema(description = "主体企业")
-    @TableField("company_name")
+    @TableField(exist = false)
     private String companyName;
 
     @Schema(description = "是否推荐")

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

@@ -0,0 +1,268 @@
+package com.gxwebsoft.credit.entity;
+
+import com.baomidou.mybatisplus.annotation.IdType;
+import com.baomidou.mybatisplus.annotation.TableField;
+import com.baomidou.mybatisplus.annotation.TableId;
+import java.time.LocalDateTime;
+import com.baomidou.mybatisplus.annotation.TableLogic;
+import java.io.Serializable;
+
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+import lombok.EqualsAndHashCode;
+
+/**
+ * 小程序端客户
+ *
+ * @author 科技小王子
+ * @since 2026-03-16 20:59:17
+ */
+@Data
+@EqualsAndHashCode(callSuper = false)
+@Schema(name = "CreditMpCustomer对象", description = "小程序端客户")
+public class CreditMpCustomer implements Serializable {
+    private static final long serialVersionUID = 1L;
+
+    @Schema(description = "ID")
+    @TableId(value = "id", type = IdType.AUTO)
+    private Integer id;
+
+    @Schema(description = "拖欠方")
+    private String toUser;
+
+    @Schema(description = "拖欠金额")
+    private String price;
+
+    @Schema(description = "拖欠年数")
+    private String years;
+
+    @Schema(description = "链接")
+    private String url;
+
+    @Schema(description = "状态")
+    private String statusTxt;
+
+    @Schema(description = "企业ID")
+    private Integer companyId;
+
+    @Schema(description = "所在省份")
+    private String province;
+
+    @Schema(description = "所在城市")
+    private String city;
+
+    @Schema(description = "所在辖区")
+    private String region;
+
+    @Schema(description = "文件路径")
+    private String files;
+
+    @Schema(description = "是否有数据")
+    private Boolean hasData;
+
+    @Schema(description = "步骤, 0未受理1已受理2材料提交3合同签订4执行回款5完结")
+    private Integer step;
+
+    @Schema(description = "备注")
+    private String comments;
+
+    @Schema(description = "是否推荐")
+    private Integer recommend;
+
+    @Schema(description = "排序(数字越小越靠前)")
+    private Integer sortNumber;
+
+    @Schema(description = "状态, 0未受理, 1已受理")
+    private Integer status;
+
+    @Schema(description = "是否删除, 0否, 1是")
+    @TableLogic
+    private Integer deleted;
+
+    @Schema(description = "用户ID")
+    private Integer userId;
+
+    @Schema(description = "用户昵称")
+    @TableField(exist = false)
+    private String nickname;
+
+    @Schema(description = "用户手机号")
+    @TableField(exist = false)
+    private String phone;
+
+    @Schema(description = "用户头像")
+    @TableField(exist = false)
+    private String avatar;
+
+    @Schema(description = "真实姓名")
+    @TableField(exist = false)
+    private String realName;
+
+    @Schema(description = "租户id")
+    private Integer tenantId;
+
+    @Schema(description = "创建时间")
+    @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
+    private LocalDateTime createTime;
+
+    @Schema(description = "修改时间")
+    @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/entity/CreditNearbyCompany.java

@@ -61,7 +61,7 @@ public class CreditNearbyCompany implements Serializable {
     @Schema(description = "邮箱")
     private String email;
 
-    @Schema(description = "邮箱")
+    @Schema(description = "更多邮箱")
     private String moreEmail;
 
     @Schema(description = "所在国家")
@@ -79,8 +79,11 @@ public class CreditNearbyCompany implements Serializable {
     @Schema(description = "企业ID")
     private Integer companyId;
 
+    @Schema(description = "企业别名")
+    private String companyAlias;
+
     @Schema(description = "主体企业")
-    @TableField("company_name")
+    @TableField(exist = false)
     private String companyName;
 
     @Schema(description = "纳税人识别号")
@@ -131,7 +134,7 @@ public class CreditNearbyCompany implements Serializable {
     @Schema(description = "通信地址")
     private String mailingAddress;
 
-    @Schema(description = "通信地址邮箱")
+    @Schema(description = "通信地址邮编")
     private String mailingEmail;
 
     @Schema(description = "企业简介")
@@ -164,35 +167,45 @@ public class CreditNearbyCompany implements Serializable {
     @Schema(description = "上级id, 0是顶级")
     private Integer parentId;
 
-    @Schema(description = "实缴资本")
+//    @Schema(description = "实缴资本")
-    private String paidinCapital;
+//    @TableField(exist = false)
-
+//    private String paidinCapital;
-    @Schema(description = "登记机关")
+//
-    private String registrationAuthority;
+//    @Schema(description = "登记机关")
-
+//    @TableField(exist = false)
-    @Schema(description = "纳税人资质")
+//    private String registrationAuthority;
-    private String taxpayerQualification;
+//
-
+//    @Schema(description = "纳税人资质")
-    @Schema(description = "最新年报年份")
+//    @TableField(exist = false)
-    private String latestAnnualReportYear;
+//    private String taxpayerQualification;
-
+//
-    @Schema(description = "最新年报营业收入")
+//    @Schema(description = "最新年报年份")
-    private String latestAnnualReportOnOperatingRevenue;
+//    @TableField(exist = false)
-
+//    private String latestAnnualReportYear;
-    @Schema(description = "企查分")
+//
-    private String enterpriseScoreCheck;
+//    @Schema(description = "最新年报营业收入")
-
+//    @TableField(exist = false)
-    @Schema(description = "信用等级")
+//    private String latestAnnualReportOnOperatingRevenue;
-    private String creditRating;
+//
-
+//    @Schema(description = "企查分")
-    @Schema(description = "科创分")
+//    @TableField(exist = false)
-    private String cechnologyScore;
+//    private String enterpriseScoreCheck;
-
+//
-    @Schema(description = "科创等级")
+//    @Schema(description = "信用等级")
-    private String cechnologyLevel;
+//    @TableField(exist = false)
-
+//    private String creditRating;
-    @Schema(description = "是否小微企业")
+//
-    private String smallEnterprise;
+//    @Schema(description = "科创分")
+//    @TableField(exist = false)
+//    private String cechnologyScore;
+//
+//    @Schema(description = "科创等级")
+//    @TableField(exist = false)
+//    private String cechnologyLevel;
+//
+//    @Schema(description = "是否小微企业")
+//    @TableField(exist = false)
+//    private String smallEnterprise;
 
     @Schema(description = "是否有数据")
     private Boolean hasData;

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

@@ -50,8 +50,10 @@ public class CreditRiskRelation implements Serializable {
     @Schema(description = "企业ID")
     private Integer companyId;
 
+    @Schema(description = "企业别名")
+    private String companyAlias;
+
     @Schema(description = "企业名称")
-    @TableField(exist = false)
     private String companyName;
 
     @Schema(description = "是否有数据")

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

@@ -51,8 +51,10 @@ public class CreditSupplier implements Serializable {
     @Schema(description = "企业ID")
     private Integer companyId;
 
+    @Schema(description = "企业别名")
+    private String companyAlias;
+
     @Schema(description = "企业名称")
-    @TableField(exist = false)
     private String companyName;
 
     @Schema(description = "是否有数据")

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

@@ -64,8 +64,11 @@ public class CreditSuspectedRelationship implements Serializable {
     @Schema(description = "企业ID")
     private Integer companyId;
 
+    @Schema(description = "企业别名")
+    private String companyAlias;
+
     @Schema(description = "主体企业")
-    @TableField("company_name")
+    @TableField(exist = false)
     private String companyName;
 
     @Schema(description = "是否推荐")

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

@@ -39,6 +39,9 @@ public class CreditUser implements Serializable {
     @Schema(description = "类型, 0普通用户, 1招投标")
     private Integer type;
 
+    @Schema(description = "原告/上诉人")
+    private String plaintiffAppellant;
+
     @Schema(description = "企业角色")
     private String role;
 
@@ -78,8 +81,10 @@ public class CreditUser implements Serializable {
     @Schema(description = "企业ID")
     private Integer companyId;
 
+    @Schema(description = "企业别名")
+    private String companyAlias;
+
     @Schema(description = "企业名称")
-    @TableField(exist = false)
     private String companyName;
 
     @Schema(description = "是否有数据")

src/main/java/com/gxwebsoft/credit/excel/ExcelHeaderAlias.java

@@ -0,0 +1,23 @@
+package com.gxwebsoft.credit.excel;
+
+import java.lang.annotation.ElementType;
+import java.lang.annotation.Retention;
+import java.lang.annotation.RetentionPolicy;
+import java.lang.annotation.Target;
+
+/**
+ * Excel 导入表头别名。
+ *
+ * <p>EasyPOI 的 {@code @Excel(name=...)} 仅支持一个表头名；当上游模板存在多种表头写法时，
+ * 可用此注解声明别名，让 {@link com.gxwebsoft.credit.controller.ExcelImportSupport} 在导入前把别名规范化为 canonical 表头。</p>
+ */
+@Retention(RetentionPolicy.RUNTIME)
+@Target(ElementType.FIELD)
+public @interface ExcelHeaderAlias {
+
+    /**
+     * 允许匹配的表头别名列表（任意一个匹配即视为该列）。
+     */
+    String[] value();
+}
+

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

@@ -0,0 +1,47 @@
+package com.gxwebsoft.credit.mapper;
+
+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;
+
+/**
+ * 小程序端客户Mapper
+ *
+ * @author 科技小王子
+ * @since 2026-03-16 20:59:17
+ */
+public interface CreditMpCustomerMapper extends BaseMapper<CreditMpCustomer> {
+
+    /**
+     * 分页查询
+     *
+     * @param page  分页对象
+     * @param param 查询参数
+     * @return List<CreditMpCustomer>
+     */
+    List<CreditMpCustomer> selectPageRel(@Param("page") IPage<CreditMpCustomer> page,
+                             @Param("param") CreditMpCustomerParam param);
+
+    /**
+     * 查询全部
+     *
+     * @param param 查询参数
+     * @return List<User>
+     */
+    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/CreditAdministrativeLicenseMapper.xml

@@ -4,7 +4,7 @@
 
     <!-- 关联查询sql -->
     <sql id="selectSql">
-        SELECT a.*, COALESCE(b.name, a.company_name) AS companyName, u.real_name AS realName
+        SELECT a.*, b.match_name AS companyName, u.real_name AS realName
         FROM credit_administrative_license a
         LEFT JOIN credit_company b ON a.company_id = b.id
         LEFT JOIN gxwebsoft_core.sys_user u ON a.user_id = u.user_id

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

@@ -4,7 +4,7 @@
 
     <!-- 关联查询sql -->
     <sql id="selectSql">
-        SELECT a.*, COALESCE(b.name, a.company_name) AS companyName, u.real_name AS realName
+        SELECT a.*, b.match_name AS companyName, u.real_name AS realName
         FROM credit_branch a
         LEFT JOIN credit_company b ON a.company_id = b.id
         LEFT JOIN gxwebsoft_core.sys_user u ON a.user_id = u.user_id

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

@@ -23,6 +23,9 @@
             <if test="param.type != null">
                 AND a.type = #{param.type}
             </if>
+            <if test="param.isCustomer != null">
+              AND a.is_customer = #{param.isCustomer}
+            </if>
             <if test="param.parentId != null">
                 AND a.parent_id = #{param.parentId}
             </if>

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

@@ -4,7 +4,7 @@
 
     <!-- 关联查询sql -->
     <sql id="selectSql">
-        SELECT a.*, COALESCE(b.name, a.company_name) AS companyName, u.real_name AS realName
+        SELECT a.*, b.match_name AS companyName, u.real_name AS realName
         FROM credit_historical_legal_person a
         LEFT JOIN credit_company b ON a.company_id = b.id
         LEFT JOIN gxwebsoft_core.sys_user u ON a.user_id = u.user_id

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

@@ -0,0 +1,219 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<!DOCTYPE mapper PUBLIC "-//mybatis.org//DTD Mapper 3.0//EN" "http://mybatis.org/dtd/mybatis-3-mapper.dtd">
+<mapper namespace="com.gxwebsoft.credit.mapper.CreditMpCustomerMapper">
+
+    <!-- 关联查询sql -->
+    <sql id="selectSql">
+        SELECT a.*, u.nickname AS nickname, u.avatar AS avatar, u.phone AS phone, u.real_name AS realName
+        FROM credit_mp_customer a
+        LEFT JOIN gxwebsoft_core.sys_user u ON u.user_id = a.user_id
+        <where>
+            <if test="param.id != null">
+                AND a.id = #{param.id}
+            </if>
+            <if test="param.toUser != null">
+                AND a.to_user LIKE CONCAT('%', #{param.toUser}, '%')
+            </if>
+            <if test="param.price != null">
+                AND a.price LIKE CONCAT('%', #{param.price}, '%')
+            </if>
+            <if test="param.years != null">
+                AND a.years LIKE CONCAT('%', #{param.years}, '%')
+            </if>
+            <if test="param.url != null">
+                AND a.url LIKE CONCAT('%', #{param.url}, '%')
+            </if>
+            <if test="param.statusTxt != null">
+                AND a.status_txt LIKE CONCAT('%', #{param.statusTxt}, '%')
+            </if>
+            <if test="param.companyId != null">
+                AND a.company_id = #{param.companyId}
+            </if>
+            <if test="param.province != null">
+                AND a.province LIKE CONCAT('%', #{param.province}, '%')
+            </if>
+            <if test="param.city != null">
+                AND a.city LIKE CONCAT('%', #{param.city}, '%')
+            </if>
+            <if test="param.region != null">
+                AND a.region LIKE CONCAT('%', #{param.region}, '%')
+            </if>
+            <if test="param.files != null">
+                AND a.files LIKE CONCAT('%', #{param.files}, '%')
+            </if>
+            <if test="param.hasData != null">
+                AND a.has_data = #{param.hasData}
+            </if>
+            <if test="param.comments != null">
+                AND a.comments LIKE CONCAT('%', #{param.comments}, '%')
+            </if>
+            <if test="param.recommend != null">
+                AND a.recommend = #{param.recommend}
+            </if>
+            <if test="param.sortNumber != null">
+                AND a.sort_number = #{param.sortNumber}
+            </if>
+            <if test="param.status != null">
+                AND a.status = #{param.status}
+            </if>
+            <if test="param.deleted != null">
+                AND a.deleted = #{param.deleted}
+            </if>
+            <if test="param.deleted == null">
+                AND a.deleted = 0
+            </if>
+            <if test="param.userId != null">
+                AND a.user_id = #{param.userId}
+            </if>
+            <if test="param.step != null">
+                AND a.step = #{param.step}
+            </if>
+            <if test="param.createTimeStart != null">
+                AND a.create_time &gt;= #{param.createTimeStart}
+            </if>
+            <if test="param.createTimeEnd != null">
+                AND a.create_time &lt;= #{param.createTimeEnd}
+            </if>
+            <if test="param.keywords != null">
+                AND (a.comments LIKE CONCAT('%', #{param.keywords}, '%')
+                  OR a.to_user LIKE CONCAT('%', #{param.keywords}, '%')
+                )
+              </if>
+        </where>
+    </sql>
+
+    <!-- 分页查询 -->
+    <select id="selectPageRel" resultType="com.gxwebsoft.credit.entity.CreditMpCustomer">
+        <include refid="selectSql"></include>
+    </select>
+
+    <!-- 查询全部 -->
+    <select id="selectListRel" resultType="com.gxwebsoft.credit.entity.CreditMpCustomer">
+        <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/mapper/xml/CreditNearbyCompanyMapper.xml

@@ -4,7 +4,7 @@
 
     <!-- 关联查询sql -->
     <sql id="selectSql">
-        SELECT a.*, COALESCE(b.name, a.company_name) AS companyName, u.real_name AS realName
+        SELECT a.*, b.match_name AS companyName, u.real_name AS realName
         FROM credit_nearby_company a
         LEFT JOIN credit_company b ON a.company_id = b.id
         LEFT JOIN gxwebsoft_core.sys_user u ON a.user_id = u.user_id

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

@@ -4,7 +4,7 @@
 
     <!-- 关联查询sql -->
     <sql id="selectSql">
-        SELECT a.*, COALESCE(b.name, a.company_name) AS companyName, u.real_name AS realName
+        SELECT a.*, b.match_name AS companyName, u.real_name AS realName
         FROM credit_suspected_relationship a
         LEFT JOIN credit_company b ON a.company_id = b.id
         LEFT JOIN gxwebsoft_core.sys_user u ON a.user_id = u.user_id

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/CreditCompanyParam.java

@@ -38,6 +38,10 @@ public class CreditCompanyParam extends BaseParam {
     @QueryField(type = QueryType.EQ)
     private Integer type;
 
+    @Schema(description = "是否客户")
+    @QueryField(type = QueryType.EQ)
+    private Integer isCustomer;
+
     @Schema(description = "上级id, 0是顶级")
     @QueryField(type = QueryType.EQ)
     private Integer parentId;

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

@@ -1,6 +1,7 @@
 package com.gxwebsoft.credit.param;
 
 import cn.afterturn.easypoi.excel.annotation.Excel;
+import com.gxwebsoft.credit.excel.ExcelHeaderAlias;
 import lombok.Data;
 
 import java.io.Serializable;
@@ -30,10 +31,10 @@ public class CreditCourtAnnouncementImportParam implements Serializable {
     @Excel(name = "数据类型")
     private String dataType2;
 
-    @Excel(name = "公告人")
+    @Excel(name = "原告/上诉人")
     private String plaintiffAppellant;
 
-    @Excel(name = "原告/上诉人")
+    @Excel(name = "原告/上诉人2")
     private String plaintiffAppellant2;
 
     @Excel(name = "被告/被上诉人")
@@ -46,6 +47,7 @@ public class CreditCourtAnnouncementImportParam implements Serializable {
     private String involvedAmount2;
 
     @Excel(name = "法院")
+    @ExcelHeaderAlias({"公告人","执行法院"})
     private String courtName;
 
     @Excel(name = "数据状态")

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

@@ -1,6 +1,7 @@
 package com.gxwebsoft.credit.param;
 
 import cn.afterturn.easypoi.excel.annotation.Excel;
+import com.gxwebsoft.credit.excel.ExcelHeaderAlias;
 import lombok.Data;
 
 import java.io.Serializable;
@@ -31,6 +32,7 @@ public class CreditExternalImportParam implements Serializable {
     private String shareholdingRatio;
 
     @Excel(name = "认缴出资额")
+    @ExcelHeaderAlias({"认缴出资额/持股数"})
     private String subscribedInvestmentAmount;
 
     @Excel(name = "认缴出资日期")

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

@@ -1,6 +1,7 @@
 package com.gxwebsoft.credit.param;
 
 import cn.afterturn.easypoi.excel.annotation.Excel;
+import com.baomidou.mybatisplus.annotation.TableField;
 import io.swagger.v3.oas.annotations.media.Schema;
 import lombok.Data;
 
@@ -40,14 +41,14 @@ public class CreditGqdjImportParam implements Serializable {
   @Excel(name = "执行法院")
   private String courtName;
 
-  @Excel(name = "类型")
+  @Excel(name = "数据状态")
   private String dataType;
 
   @Excel(name = "状态")
   private String dataStatus;
 
   // Some upstream sources use "数据状态" as the status column.
-  @Excel(name = "数据状态")
+  @Excel(name = "数据状态2")
   private String dataStatus2;
 
   @Excel(name = "冻结日期自")

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

@@ -1,6 +1,7 @@
 package com.gxwebsoft.credit.param;
 
 import cn.afterturn.easypoi.excel.annotation.Excel;
+import com.gxwebsoft.credit.excel.ExcelHeaderAlias;
 import io.swagger.v3.oas.annotations.media.Schema;
 import lombok.Data;
 
@@ -26,6 +27,7 @@ public class CreditJudgmentDebtorImportParam implements Serializable {
     private String plaintiffAppellant;
 
     @Excel(name = "被告/被上诉人")
+    @ExcelHeaderAlias({"被执行人名称"})
     private String appellee;
 
     @Excel(name = "其他当事人/第三人")

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

@@ -0,0 +1,91 @@
+package com.gxwebsoft.credit.param;
+
+import java.math.BigDecimal;
+import com.gxwebsoft.common.core.annotation.QueryField;
+import com.gxwebsoft.common.core.annotation.QueryType;
+import com.gxwebsoft.common.core.web.BaseParam;
+import com.fasterxml.jackson.annotation.JsonInclude;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+import lombok.EqualsAndHashCode;
+
+/**
+ * 小程序端客户查询参数
+ *
+ * @author 科技小王子
+ * @since 2026-03-16 20:59:17
+ */
+@Data
+@EqualsAndHashCode(callSuper = false)
+@JsonInclude(JsonInclude.Include.NON_NULL)
+@Schema(name = "CreditMpCustomerParam对象", description = "小程序端客户查询参数")
+public class CreditMpCustomerParam extends BaseParam {
+    private static final long serialVersionUID = 1L;
+
+    @Schema(description = "ID")
+    @QueryField(type = QueryType.EQ)
+    private Integer id;
+
+    @Schema(description = "拖欠方")
+    private String toUser;
+
+    @Schema(description = "拖欠金额")
+    private String price;
+
+    @Schema(description = "拖欠年数")
+    private String years;
+
+    @Schema(description = "链接")
+    private String url;
+
+    @Schema(description = "状态")
+    private String statusTxt;
+
+    @Schema(description = "企业ID")
+    @QueryField(type = QueryType.EQ)
+    private Integer companyId;
+
+    @Schema(description = "所在省份")
+    private String province;
+
+    @Schema(description = "所在城市")
+    private String city;
+
+    @Schema(description = "所在辖区")
+    private String region;
+
+    @Schema(description = "文件路径")
+    private String files;
+
+    @Schema(description = "是否有数据")
+    @QueryField(type = QueryType.EQ)
+    private Boolean hasData;
+
+    @Schema(description = "步骤, 0未受理1已受理2材料提交3合同签订4执行回款5完结")
+    @QueryField(type = QueryType.EQ)
+    private Integer step;
+
+    @Schema(description = "备注")
+    private String comments;
+
+    @Schema(description = "是否推荐")
+    @QueryField(type = QueryType.EQ)
+    private Integer recommend;
+
+    @Schema(description = "排序(数字越小越靠前)")
+    @QueryField(type = QueryType.EQ)
+    private Integer sortNumber;
+
+    @Schema(description = "状态, 0正常, 1冻结")
+    @QueryField(type = QueryType.EQ)
+    private Integer status;
+
+    @Schema(description = "是否删除, 0否, 1是")
+    @QueryField(type = QueryType.EQ)
+    private Integer deleted;
+
+    @Schema(description = "用户ID")
+    @QueryField(type = QueryType.EQ)
+    private Integer userId;
+
+}

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

@@ -1,6 +1,7 @@
 package com.gxwebsoft.credit.param;
 
 import cn.afterturn.easypoi.excel.annotation.Excel;
+import io.swagger.v3.oas.annotations.media.Schema;
 import lombok.Data;
 
 import java.io.Serializable;
@@ -42,6 +43,9 @@ public class CreditNearbyCompanyImportParam implements Serializable {
     @Excel(name = "邮箱")
     private String email;
 
+    @Excel(name = "更多邮箱")
+    private String moreEmail;
+
     @Excel(name = "所属省份")
     private String province;
 
@@ -51,14 +55,74 @@ public class CreditNearbyCompanyImportParam implements Serializable {
     @Excel(name = "所属区县")
     private String region;
 
+    @Excel(name = "纳税人识别号")
+    private String taxpayerCode;
+
+    @Excel(name = "注册号")
+    private String registrationNumber;
+
+    @Excel(name = "组织机构代码")
+    private String organizationalCode;
+
+    @Excel(name = "参保人数")
+    private String numberOfInsuredPersons;
+
+    @Excel(name = "参保人数所属年报")
+    private String annualReport;
+
+    @Excel(name = "营业期限")
+    private String businessTerm;
+
+    @Excel(name = "国标行业门类")
+    private String nationalStandardIndustryCategories;
+
+    @Excel(name = "国标行业大类")
+    private String nationalStandardIndustryCategories2;
+
+    @Excel(name = "国标行业中类")
+    private String nationalStandardIndustryCategories3;
+
+    @Excel(name = "国标行业小类")
+    private String nationalStandardIndustryCategories4;
+
+    @Excel(name = "曾用名")
+    private String formerName;
+
+    @Excel(name = "英文名")
+    private String englishName;
+
     @Excel(name = "官网网址")
     private String domain;
 
-    @Excel(name = "企业（机构）类型")
+    @Excel(name = "通信地址")
-    private String institutionType;
+    private String mailingAddress;
 
-    @Excel(name = "企业规模")
+    @Excel(name = "通信地址邮编")
-    private String companySize;
+    private String mailingEmail;
+
+    @Excel(name = "注册地址邮编")
+    private String postalCode;
+
+    @Excel(name = "电话")
+    private String tel;
+
+    @Excel(name = "更多电话")
+    private String moreTel;
+
+    @Excel(name = "企查查行业门类")
+    private String nationalStandardIndustryCategories5;
+
+    @Excel(name = "企查查行业大类")
+    private String nationalStandardIndustryCategories6;
+
+    @Excel(name = "企查查行业中类")
+    private String nationalStandardIndustryCategories7;
+
+    @Excel(name = "企查查行业小类")
+    private String nationalStandardIndustryCategories8;
+
+    @Excel(name = "类型")
+    private Integer type;
 
     @Excel(name = "登记机关")
     private String registrationAuthority;
@@ -87,6 +151,12 @@ public class CreditNearbyCompanyImportParam implements Serializable {
     @Excel(name = "是否小微企业")
     private String smallEnterprise;
 
+    @Excel(name = "企业（机构）类型")
+    private String institutionType;
+
+    @Excel(name = "企业规模")
+    private String companySize;
+
     @Excel(name = "企业简介")
     private String companyProfile;
 

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

@@ -1,6 +1,7 @@
 package com.gxwebsoft.credit.param;
 
 import cn.afterturn.easypoi.excel.annotation.Excel;
+import com.gxwebsoft.credit.excel.ExcelHeaderAlias;
 import io.swagger.v3.oas.annotations.media.Schema;
 import lombok.Data;
 
@@ -56,11 +57,15 @@ public class CreditUserImportParam implements Serializable {
     private String procurementName;
 
     @Excel(name = "中标单位")
+    @ExcelHeaderAlias({"中标单位(最多展示50家)"})
     private String winningName;
 
     @Excel(name = "中标金额")
     private String winningPrice;
 
+    @Excel(name = "原告/上诉人")
+    private String plaintiffAppellant;
+
 //    @Excel(name = "备注")
 //    private String comments;
 //

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

@@ -102,4 +102,7 @@ public class CreditUserParam extends BaseParam {
     @QueryField(type = QueryType.EQ)
     private Integer userId;
 
+    @Schema(description = "申请人")
+    private String plaintiffAppellant;
+
 }

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

@@ -1,6 +1,7 @@
 package com.gxwebsoft.credit.param;
 
 import cn.afterturn.easypoi.excel.annotation.Excel;
+import com.gxwebsoft.credit.excel.ExcelHeaderAlias;
 import io.swagger.v3.oas.annotations.media.Schema;
 import lombok.Data;
 
@@ -23,6 +24,7 @@ public class CreditXgxfImportParam implements Serializable {
     private String dataType;
 
     @Excel(name = "原告/上诉人")
+    @ExcelHeaderAlias({"申请人"})
     private String plaintiffAppellant;
 
     // Some upstream multi-company exports use "申请执行人" instead of "原告/上诉人".

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;
+}