Merge remote-tracking branch 'origin/test' into dev_zxm_test

# Conflicts:
#	yd-csf-service/pom.xml

yd-csf-api/Dockerfile

+# 基础镜像
+FROM openjdk:8
+# 维护人
+LABEL maintainer="zxm<2060197959@qq.com>"
+# 创建目录
+RUN mkdir -p /home/app
+# 拷贝项目jar - 使用可执行的 fat JAR
+COPY target/yd-csf-api-1.0-SNAPSHOT-exec.jar /home/app/yd-csf-api.jar
+# 执行命令启动jar
+ENTRYPOINT ["java", "-jar", "/home/app/yd-csf-api.jar"]
+# 暴露端口
+EXPOSE 9202

yd-csf-api/pom.xml

@@ -12,6 +12,11 @@
     <artifactId>yd-csf-api</artifactId>
     <artifactId>yd-csf-api</artifactId>
 
 
     <dependencies>
     <dependencies>
+        <dependency>
+            <groupId>com.yd</groupId>
+            <artifactId>yd-user-feign</artifactId>
+            <version>1.0-SNAPSHOT</version>
+        </dependency>
 
 
         <dependency>
         <dependency>
             <groupId>com.alibaba.cloud</groupId>
             <groupId>com.alibaba.cloud</groupId>
@@ -69,6 +74,10 @@
             <groupId>com.yd</groupId>
             <groupId>com.yd</groupId>
             <artifactId>yd-csf-service</artifactId>
             <artifactId>yd-csf-service</artifactId>
         </dependency>
         </dependency>
+        <dependency>
+            <groupId>cn.hutool</groupId>
+            <artifactId>hutool-all</artifactId>
+        </dependency>
 
 
     </dependencies>
     </dependencies>
 
 

yd-csf-api/src/main/java/com/yd/csf/api/CsfApiApplication.java

@@ -13,7 +13,7 @@ public class CsfApiApplication {
 
 
     public static void main(String[] args) {
     public static void main(String[] args) {
         new SpringApplicationBuilder(CsfApiApplication.class)
         new SpringApplicationBuilder(CsfApiApplication.class)
-                .properties("spring.application.name="+ ServerNameConstants.ydCsfApi)
+                .properties("spring.application.name=" + "yd-csf-api")
                 .build().run(args);
                 .build().run(args);
         System.out.println("(♥◠‿◠)ﾉﾞ  yd-csf-api启动成功   ლ(´ڡ`ლ)ﾞ ");
         System.out.println("(♥◠‿◠)ﾉﾞ  yd-csf-api启动成功   ლ(´ڡ`ლ)ﾞ ");
     }
     }

yd-csf-api/src/main/java/com/yd/csf/api/controller/ApiCustomerController.java

+package com.yd.csf.api.controller;
+
+import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
+import com.yd.common.exception.BusinessException;
+import com.yd.common.result.Result;
+import com.yd.common.utils.RandomStringGenerator;
+import com.yd.csf.service.common.ErrorCode;
+import com.yd.csf.service.dto.CustomerAddRequest;
+import com.yd.csf.service.dto.CustomerQueryRequest;
+import com.yd.csf.service.dto.FnaQueryRequest;
+import com.yd.csf.service.model.Customer;
+import com.yd.csf.service.model.CustomerExpand;
+import com.yd.csf.service.service.CustomerService;
+import com.yd.csf.service.utils.ValidateUtil;
+import com.yd.csf.service.vo.CustomerVO;
+import com.yd.csf.service.vo.FnaVO;
+import com.yd.user.feign.client.sysuser.ApiSysUserFeignClient;
+
+import com.yd.csf.service.service.CustomerExpandService;
+import io.swagger.v3.oas.annotations.Operation;
+import io.swagger.v3.oas.annotations.tags.Tag;
+import org.springframework.beans.BeanUtils;
+import org.springframework.transaction.annotation.Transactional;
+import org.springframework.web.bind.annotation.*;
+
+import javax.annotation.Resource;
+import javax.servlet.http.HttpServletRequest;
+
+/**
+ * customer接口
+ *
+ * @author jianan
+ * @since 2025-07-31
+ */
+@RestController
+@RequestMapping("/Customer")
+@Tag(name = "客户接口")
+public class ApiCustomerController {
+
+    @Resource
+    private CustomerService customerService;
+
+    @Resource
+    private CustomerExpandService customerExpandService;
+
+    @Resource
+    private ApiSysUserFeignClient apiSysUserFeignClient;
+
+
+    /**
+     * 创建客户
+     *
+     * @param customerAddRequest
+     * @param request
+     * @return
+     */
+    @Operation(summary = "创建客户")
+    @PostMapping("/add")
+    @Transactional(rollbackFor = Exception.class)
+    public Result<String> addCustomer(@RequestBody CustomerAddRequest customerAddRequest, HttpServletRequest request) {
+
+        if (customerAddRequest == null) {
+            return Result.fail(ErrorCode.PARAMS_ERROR.getCode(), ErrorCode.PARAMS_ERROR.getMessage());
+        }
+
+        // 校验 请求 对象中，参数是否全部为空
+        if (ValidateUtil.isAllFieldsNull(customerAddRequest)) {
+            throw new BusinessException(ErrorCode.PARAMS_ERROR.getCode(), ErrorCode.PARAMS_ERROR.getMessage());
+        }
+
+        // 客户主表信息
+        Customer customer = new Customer();
+        BeanUtils.copyProperties(customerAddRequest, customer);
+        // 客户扩展表信息
+        CustomerExpand customerExpand = customerService.getCustomerExpand(customerAddRequest);
+
+        // 客户主表业务唯一id
+        customer.setCustomerBizId(RandomStringGenerator.generateBizId16("customer"));
+        boolean result = customerService.save(customer);
+        if (!result) {
+            return Result.fail(ErrorCode.OPERATION_ERROR.getCode(), ErrorCode.OPERATION_ERROR.getMessage());
+        }
+
+        // 客户扩展表信息，非空时，写入数据库
+        if (!ValidateUtil.isAllFieldsNull(customerAddRequest)) {
+            // 主表业务唯一id
+            customerExpand.setCustomerBizId(customer.getCustomerBizId());
+            // 客户扩展表业务唯一id
+            customerExpand.setCustomerExpandBizId(RandomStringGenerator.generateBizId16("customer_expand"));
+            // 写入数据库
+            boolean resultExpand = customerExpandService.save(customerExpand);
+            if (!resultExpand) {
+                return Result.fail(ErrorCode.OPERATION_ERROR.getCode(), ErrorCode.OPERATION_ERROR.getMessage());
+            }
+            // 更新客户主表
+            Customer updateCustomer = new Customer();
+            updateCustomer.setId(customer.getId());
+            updateCustomer.setCustomerExpandBizId(customerExpand.getCustomerBizId());
+            customerService.updateById(updateCustomer);
+        }
+
+//        Result<GetLoginInfoResponse> loginUser = apiSysUserFeignClient.getLoginInfo();
+//        customer.setUserBizId(loginUser.getData().getApiLoginUserInfoResponse().getUserBizId());
+
+        // 返回新写入的数据 id
+        String newFnaId = customer.getCustomerBizId();
+        return Result.success(newFnaId);
+    }
+
+    /**
+     * 删除fna
+     *
+     * @param deleteRequest
+     * @param request
+     * @return
+     */
+//    @PostMapping("/delete")
+//    public Result<Boolean> deleteFna(@RequestBody DeleteRequest deleteRequest, HttpServletRequest request) {
+//        if (deleteRequest == null || deleteRequest.getId() <= 0) {
+//            throw new BusinessException(ErrorCode.PARAMS_ERROR);
+//        }
+//        User user = userService.getLoginUser(request);
+//        long id = deleteRequest.getId();
+//        // 判断是否存在
+//        Customer oldFna = customerService.getById(id);
+//        ThrowUtils.throwIf(oldFna == null, ErrorCode.NOT_FOUND_ERROR);
+//        // 仅本人或管理员可删除
+//        if (!oldFna.getUserId().equals(user.getId()) && !userService.isAdmin(request)) {
+//            throw new BusinessException(ErrorCode.NO_AUTH_ERROR);
+//        }
+//        // 操作数据库
+//        boolean result = customerService.removeById(id);
+//        ThrowUtils.throwIf(!result, ErrorCode.OPERATION_ERROR);
+//        return Result.success(true);
+//    }
+
+    /**
+     * 更新fna（仅管理员可用）
+     *
+     * @param fnaUpdateRequest
+     * @return
+     */
+//    @PostMapping("/update")
+//    @AuthCheck(mustRole = UserConstant.ADMIN_ROLE)
+//    public Result<Boolean> updateFna(@RequestBody FnaUpdateRequest fnaUpdateRequest) {
+//        if (fnaUpdateRequest == null || fnaUpdateRequest.getId() <= 0) {
+//            throw new BusinessException(ErrorCode.PARAMS_ERROR);
+//        }
+//        // todo 在此处将实体类和 DTO 进行转换
+//        Customer customer = new Customer();
+//        BeanUtils.copyProperties(fnaUpdateRequest, customer);
+//        // 数据校验
+//        customerService.validFna(customer, false);
+//        // 判断是否存在
+//        long id = fnaUpdateRequest.getId();
+//        Customer oldFna = customerService.getById(id);
+//        ThrowUtils.throwIf(oldFna == null, ErrorCode.NOT_FOUND_ERROR);
+//        // 操作数据库
+//        boolean result = customerService.updateById(customer);
+//        ThrowUtils.throwIf(!result, ErrorCode.OPERATION_ERROR);
+//        return Result.success(true);
+//    }
+
+    /**
+     * 根据 customerBizId 获取客户（封装类）
+     *
+     * @param customerBizId
+     * @return
+     */
+    @GetMapping("/get/vo")
+    @Operation(summary = "根据 customerBizId 获取客户详情")
+    public Result<CustomerVO> getCustomerVOByCustomerBizId(@RequestParam("customerBizId") String customerBizId, HttpServletRequest request) {
+        if (customerBizId == null) {
+            return Result.fail(ErrorCode.PARAMS_ERROR.getCode(), ErrorCode.PARAMS_ERROR.getMessage());
+        }
+        // 查询数据库
+        Customer customer = customerService.getByCustomerBizId(customerBizId);
+        if (customer == null) {
+            return Result.fail(ErrorCode.NOT_FOUND_ERROR.getCode(), ErrorCode.NOT_FOUND_ERROR.getMessage());
+        }
+
+        // 获取封装类
+        return Result.success(customerService.getCustomerVO(customer));
+    }
+
+    /**
+     * 分页获取客户列表（仅管理员可用）
+     *
+     * @param fnaQueryRequest
+     * @return
+     */
+//    @PostMapping("/list/page")
+//    public Result<Page<Customer>> listFnaByPage(@RequestBody FnaQueryRequest fnaQueryRequest) {
+//        long current = fnaQueryRequest.getPageNo();
+//        long size = fnaQueryRequest.getPageSize();
+//        // 查询数据库
+//        Page<Customer> fnaPage = customerService.page(new Page<>(current, size),
+//                customerService.getQueryWrapper(fnaQueryRequest));
+//        return Result.success(fnaPage);
+//    }
+
+    /**
+     * 分页获取客户列表（VO）
+     *
+     * @param customerQueryRequest
+     * @param request
+     * @return
+     */
+    @PostMapping("/list/page/vo")
+    @Operation(summary = "分页获取客户列表")
+    public Result<Page<CustomerVO>> listCustomerVOByPage(@RequestBody CustomerQueryRequest customerQueryRequest,
+                                                         HttpServletRequest request) {
+        long current = customerQueryRequest.getPageNo();
+        long size = customerQueryRequest.getPageSize();
+
+        // 查询数据库
+        Page<Customer> customerPage = customerService.page(new Page<>(current, size),
+                customerService.getQueryWrapper(customerQueryRequest));
+        // 获取封装类
+        return Result.success(customerService.getCustomerVOPage(customerPage));
+    }
+
+}

yd-csf-api/src/main/java/com/yd/csf/api/controller/ApiFnaController.java

+package com.yd.csf.api.controller;
+
+import com.baomidou.mybatisplus.core.conditions.update.UpdateWrapper;
+import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
+import com.yd.common.exception.BusinessException;
+import com.yd.common.result.Result;
+
+import com.yd.common.utils.RandomStringGenerator;
+import com.yd.csf.service.common.ErrorCode;
+import com.yd.csf.service.dto.DeleteFnaRequest;
+import com.yd.csf.service.dto.FnaAddRequest;
+import com.yd.csf.service.dto.FnaQueryRequest;
+import com.yd.csf.service.dto.FnaUpdateRequest;
+import com.yd.csf.service.model.Customer;
+import com.yd.csf.service.model.Fna;
+import com.yd.csf.service.service.FnaService;
+import com.yd.csf.service.vo.FnaVO;
+import com.yd.user.feign.client.sysuser.ApiSysUserFeignClient;
+import io.swagger.v3.oas.annotations.Operation;
+import io.swagger.v3.oas.annotations.tags.Tag;
+import org.apache.commons.lang3.StringUtils;
+import org.springframework.beans.BeanUtils;
+import org.springframework.transaction.annotation.Transactional;
+import org.springframework.web.bind.annotation.*;
+
+import javax.annotation.Resource;
+import javax.servlet.http.HttpServletRequest;
+
+/**
+ * Fna接口
+ *
+ * @author jianan
+ * @since 2025-08-31
+ */
+@RestController
+@RequestMapping("/Fna")
+@Tag(name = "Fna接口")
+public class ApiFnaController {
+
+    @Resource
+    private FnaService fnaService;
+
+    @Resource
+    private ApiSysUserFeignClient apiSysUserFeignClient;
+
+    /**
+     * 创建fna
+     *
+     * @param fnaAddRequest
+     * @param request
+     * @return
+     */
+    @PostMapping("/add")
+    @Operation(summary = "创建Fna")
+    @Transactional(rollbackFor = Exception.class)
+    public Result<String> addFna(@RequestBody FnaAddRequest fnaAddRequest, HttpServletRequest request) {
+
+        if (fnaAddRequest == null) {
+            return Result.fail(ErrorCode.PARAMS_ERROR.getCode(), ErrorCode.PARAMS_ERROR.getMessage());
+        }
+
+        Fna fna = new Fna();
+        BeanUtils.copyProperties(fnaAddRequest, fna);
+
+        // 获取Security上下文当前用户的登录信息
+//        AuthUserDto authUserDto = SecurityUtil.getCurrentLoginUser();
+//        String userBizId = authUserDto.getUserBizId();
+
+        String userBizId = "user_dMnkKPIwemvY0zhk";
+
+        fna.setUserBizId(userBizId);
+        fna.setFnaBizId(RandomStringGenerator.generateBizId16("fna"));
+
+        fna.setCreatorId(userBizId);
+        fna.setUpdaterId(userBizId);
+        // 写入数据库
+        boolean result = fnaService.save(fna);
+        if (!result) {
+            return Result.fail(ErrorCode.OPERATION_ERROR.getCode(), ErrorCode.OPERATION_ERROR.getMessage());
+        }
+        // 更新 fna_no
+        Fna updateFna = new Fna();
+        updateFna.setId(fna.getId());
+        updateFna.setFnaNo(fna.getId());
+        fnaService.updateById(updateFna);
+
+        // 返回新写入的数据 id
+        String newFnaId = fna.getFnaBizId();
+        return Result.success(newFnaId);
+    }
+
+    /**
+     * 删除fna
+     *
+     * @param deleteRequest
+     * @param request
+     * @return
+     */
+    @PostMapping("/delete")
+    @Operation(summary = "删除Fna")
+    public Result<Boolean> deleteFna(@RequestBody DeleteFnaRequest deleteRequest, HttpServletRequest request) {
+        if (deleteRequest == null || deleteRequest.getId() == null) {
+            throw new BusinessException(ErrorCode.PARAMS_ERROR.getCode(), ErrorCode.PARAMS_ERROR.getMessage());
+        }
+
+        Long id = deleteRequest.getId();
+        // 判断是否存在
+        Fna oldFna = fnaService.getById(id);
+        if (oldFna == null) {
+            throw new BusinessException(ErrorCode.NOT_FOUND_ERROR.getCode(), ErrorCode.NOT_FOUND_ERROR.getMessage());
+        }
+        // 仅本人或管理员可删除
+//        if (!oldFna.getUserId().equals(user.getId()) && !userService.isAdmin(request)) {
+//            throw new BusinessException(ErrorCode.NO_AUTH_ERROR);
+//        }
+        // 操作数据库
+        oldFna.setIsDeleted(1);
+        boolean result = fnaService.updateById(oldFna);
+        if (!result) {
+            return Result.fail(ErrorCode.OPERATION_ERROR.getCode(), ErrorCode.OPERATION_ERROR.getMessage());
+        }
+        return Result.success(true);
+    }
+
+    /**
+     * 更新 Fna
+     *
+     * @param fnaUpdateRequest
+     * @return
+     */
+    @PostMapping("/update")
+    @Operation(summary = "更新Fna")
+    public Result<Boolean> updateFna(@RequestBody FnaUpdateRequest fnaUpdateRequest) {
+        if (fnaUpdateRequest == null || StringUtils.isBlank(fnaUpdateRequest.getFnaBizId())) {
+            throw new BusinessException(ErrorCode.PARAMS_ERROR.getCode(), ErrorCode.PARAMS_ERROR.getMessage());
+        }
+
+        // 判断是否存在
+        String fnaBizId = fnaUpdateRequest.getFnaBizId();
+        Fna fna = fnaService.getByBizId(fnaBizId);
+        if (fna == null) {
+            throw new BusinessException(ErrorCode.NOT_FOUND_ERROR.getCode(), ErrorCode.NOT_FOUND_ERROR.getMessage());
+        }
+
+        BeanUtils.copyProperties(fnaUpdateRequest, fna,"fnaBizId");
+
+        // 操作数据库
+        boolean result = fnaService.updateById(fna);
+        if (!result) {
+            return Result.fail(ErrorCode.OPERATION_ERROR.getCode(), ErrorCode.OPERATION_ERROR.getMessage());
+        }
+        return Result.success(true);
+    }
+
+    /**
+     * 根据 id 获取fna（封装类）
+     *
+     * @param id
+     * @return
+     */
+    @GetMapping("/get/vo")
+    @Operation(summary = "根据id获取FnaVO")
+    public Result<FnaVO> getFnaVOById(long id, HttpServletRequest request) {
+        if (id == 0) {
+            return Result.fail(ErrorCode.PARAMS_ERROR.getCode(), ErrorCode.PARAMS_ERROR.getMessage());
+        }
+        // 查询数据库
+        Fna fna = fnaService.getById(id);
+        if (fna == null) {
+            return Result.fail(ErrorCode.NOT_FOUND_ERROR.getCode(), ErrorCode.NOT_FOUND_ERROR.getMessage());
+        }
+
+        // 获取封装类
+        return Result.success(fnaService.getFnaVO(fna));
+    }
+
+    /**
+     * 分页获取fna列表（仅管理员可用）
+     *
+     * @param fnaQueryRequest
+     * @return
+     */
+    @PostMapping("/list/page")
+    @Operation(summary = "分页获取Fna列表")
+    public Result<Page<FnaVO>> listFnaByPage(@RequestBody FnaQueryRequest fnaQueryRequest) {
+        long current = fnaQueryRequest.getPageNo();
+        long size = fnaQueryRequest.getPageSize();
+        // 查询数据库
+        Page<Fna> fnaPage = fnaService.page(new Page<>(current, size),
+                fnaService.getQueryWrapper(fnaQueryRequest));
+        return Result.success(fnaService.getFnaVOPage(fnaPage));
+    }
+
+    /**
+     * 分页获取fna列表（封装类）
+     *
+     * @param fnaQueryRequest
+     * @param request
+     * @return
+     */
+//    @PostMapping("/list/page/vo")
+//    public Result<Page<Fna>> listFnaVOByPage(@RequestBody FnaQueryRequest fnaQueryRequest,
+//                                             HttpServletRequest request) {
+//        long current = fnaQueryRequest.getPageNo();
+//        long size = fnaQueryRequest.getPageSize();
+//
+//        // 查询数据库
+//        Page<Fna> fnaPage = fnaService.page(new Page<>(current, size),
+//                fnaService.getQueryWrapper(fnaQueryRequest));
+//        // 获取封装类
+////        return Result.success(fnaService.getFnaVOPage(fnaPage, request));
+//
+//        return Result.success(fnaPage);
+//    }
+
+
+}

yd-csf-api/src/main/java/com/yd/csf/api/controller/ApiFnaFormController.java

+package com.yd.csf.api.controller;
+
+import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
+import com.yd.common.result.Result;
+import com.yd.common.utils.RandomStringGenerator;
+import com.yd.csf.service.common.ErrorCode;
+import com.yd.csf.service.dto.FnaFormAddRequest;
+import com.yd.csf.service.dto.FnaFormQueryRequest;
+import com.yd.csf.service.model.FnaForm;
+import com.yd.csf.service.service.FnaFormService;
+import com.yd.csf.service.vo.FnaFormVO;
+import com.yd.user.feign.client.sysuser.ApiSysUserFeignClient;
+import io.swagger.v3.oas.annotations.Operation;
+import io.swagger.v3.oas.annotations.tags.Tag;
+import org.springframework.web.bind.annotation.*;
+
+import javax.annotation.Resource;
+import javax.servlet.http.HttpServletRequest;
+
+/**
+ * Fna表单接口
+ *
+ * @author jianan
+ * @since 2025-08-31
+ */
+@RestController
+@RequestMapping("/FnaForm")
+@Tag(name = "Fna表单接口")
+public class ApiFnaFormController {
+
+    @Resource
+    private FnaFormService fnaFormService;
+
+    @Resource
+    private ApiSysUserFeignClient apiSysUserFeignClient;
+
+    /**
+     * 创建 Fna表单
+     *
+     * @param fnaFormAddRequest
+     * @param request
+     * @return
+     */
+    @PostMapping("/add")
+    public Result<String> addFnaForm(@RequestBody FnaFormAddRequest fnaFormAddRequest, HttpServletRequest request) {
+
+        if (fnaFormAddRequest == null) {
+            return Result.fail(ErrorCode.PARAMS_ERROR.getCode(), ErrorCode.PARAMS_ERROR.getMessage());
+        }
+        // 校验
+        fnaFormService.validFnaFormAdd(fnaFormAddRequest);
+        // 转换为数据库实体
+        FnaForm fnaForm = fnaFormService.getFnaForm(fnaFormAddRequest);
+
+        // 获取Security上下文当前用户的登录信息
+//        AuthUserDto authUserDto = SecurityUtil.getCurrentLoginUser();
+//        String userBizId = authUserDto.getUserBizId();
+
+        String userBizId = "user_dMnkKPIwemvY0zhk";
+
+        fnaForm.setUserBizId(userBizId);
+        fnaForm.setFnaFormBizId(RandomStringGenerator.generateBizId16("fna_form"));
+
+        fnaForm.setCreatorId(userBizId);
+        fnaForm.setUpdaterId(userBizId);
+        // 写入数据库
+        boolean result = fnaFormService.save(fnaForm);
+        if (!result) {
+            return Result.fail(ErrorCode.OPERATION_ERROR.getCode(), ErrorCode.OPERATION_ERROR.getMessage());
+        }
+
+        // 返回新写入的数据 id
+        String newFnaFormId = fnaForm.getFnaFormBizId();
+        return Result.success(newFnaFormId);
+    }
+
+    /**
+     * 删除fna
+     *
+     * @param deleteRequest
+     * @param request
+     * @return
+     */
+//    @PostMapping("/delete")
+//    public Result<Boolean> deleteFna(@RequestBody DeleteRequest deleteRequest, HttpServletRequest request) {
+//        if (deleteRequest == null || deleteRequest.getId() <= 0) {
+//            throw new BusinessException(ErrorCode.PARAMS_ERROR);
+//        }
+//        User user = userService.getLoginUser(request);
+//        long id = deleteRequest.getId();
+//        // 判断是否存在
+//        FnaForm oldFna = fnaFormService.getById(id);
+//        ThrowUtils.throwIf(oldFna == null, ErrorCode.NOT_FOUND_ERROR);
+//        // 仅本人或管理员可删除
+//        if (!oldFna.getUserId().equals(user.getId()) && !userService.isAdmin(request)) {
+//            throw new BusinessException(ErrorCode.NO_AUTH_ERROR);
+//        }
+//        // 操作数据库
+//        boolean result = fnaFormService.removeById(id);
+//        ThrowUtils.throwIf(!result, ErrorCode.OPERATION_ERROR);
+//        return Result.success(true);
+//    }
+
+    /**
+     * 更新fna（仅管理员可用）
+     *
+     * @param fnaUpdateRequest
+     * @return
+     */
+//    @PostMapping("/update")
+//    @AuthCheck(mustRole = UserConstant.ADMIN_ROLE)
+//    public Result<Boolean> updateFna(@RequestBody FnaUpdateRequest fnaUpdateRequest) {
+//        if (fnaUpdateRequest == null || fnaUpdateRequest.getId() <= 0) {
+//            throw new BusinessException(ErrorCode.PARAMS_ERROR);
+//        }
+//        // todo 在此处将实体类和 DTO 进行转换
+//        FnaForm fnaForm = new FnaForm();
+//        BeanUtils.copyProperties(fnaUpdateRequest, fnaForm);
+//        // 数据校验
+//        fnaFormService.validFna(fnaForm, false);
+//        // 判断是否存在
+//        long id = fnaUpdateRequest.getId();
+//        FnaForm oldFna = fnaFormService.getById(id);
+//        ThrowUtils.throwIf(oldFna == null, ErrorCode.NOT_FOUND_ERROR);
+//        // 操作数据库
+//        boolean result = fnaFormService.updateById(fnaForm);
+//        ThrowUtils.throwIf(!result, ErrorCode.OPERATION_ERROR);
+//        return Result.success(true);
+//    }
+
+    /**
+     * 根据 fnaFormBizId 获取fna表单（封装类）
+     *
+     * @param fnaFormBizId
+     * @return
+     */
+    @GetMapping("/get/vo")
+    @Operation(summary = "根据 fnaFormBizId 获取Fna表单详情")
+    public Result<FnaForm> getFnaFormVOByFnaFormBizId(String fnaFormBizId, HttpServletRequest request) {
+        if (fnaFormBizId == null) {
+            return Result.fail(ErrorCode.PARAMS_ERROR.getCode(), ErrorCode.PARAMS_ERROR.getMessage());
+        }
+        // 查询数据库
+        FnaForm fnaForm = fnaFormService.getByFnaFormBizId(fnaFormBizId);
+        if (fnaForm == null) {
+            return Result.fail(ErrorCode.NOT_FOUND_ERROR.getCode(), ErrorCode.NOT_FOUND_ERROR.getMessage());
+        }
+
+        // 获取封装类
+        return Result.success(fnaForm);
+    }
+    /**
+     * 分页获取fna表单列表（仅管理员可用）
+     *
+     * @param fnaFormQueryRequest
+     * @return
+     */
+//    @PostMapping("/list/page")
+//    public Result<Page<FnaForm>> listFnaFormByPage(@RequestBody FnaFormQueryRequest fnaFormQueryRequest) {
+//        long current = fnaFormQueryRequest.getPageNo();
+//        long size = fnaFormQueryRequest.getPageSize();
+//        // 查询数据库
+//        Page<FnaForm> fnaPage = fnaFormService.page(new Page<>(current, size),
+//                fnaFormService.getQueryWrapper(fnaFormQueryRequest));
+//        return Result.success(fnaPage);
+//    }
+
+    /**
+     * 分页获取fna表单列表（封装类）
+     *
+     * @param fnaFormQueryRequest
+     * @param request
+     * @return
+     */
+//    @PostMapping("/list/page/vo")
+//    public Result<Page<FnaForm>> listFnaFormVOByPage(@RequestBody FnaFormQueryRequest fnaFormQueryRequest,
+//                                             HttpServletRequest request) {
+//        long current = fnaFormQueryRequest.getPageNo();
+//        long size = fnaFormQueryRequest.getPageSize();
+//
+//        // 查询数据库
+//        Page<FnaForm> fnaPage = fnaFormService.page(new Page<>(current, size),
+//                fnaFormService.getQueryWrapper(fnaFormQueryRequest));
+//        // 获取封装类
+////        return Result.success(fnaFormService.getFnaVOPage(fnaPage, request));
+//
+//        return Result.success(fnaPage);
+//    }
+
+}

yd-csf-api/src/main/resources/bootstrap.yml

@@ -4,6 +4,8 @@ spring:
 #    active: '@spring.profiles.active@'
 #    active: '@spring.profiles.active@'
 ---
 ---
 spring:
 spring:
+  application:
+    name: yd-csf-api
   profiles: dev
   profiles: dev
   main:
   main:
     allow-bean-definition-overriding: true
     allow-bean-definition-overriding: true
@@ -31,6 +33,8 @@ spring:
         server-addr: ${spring.cloud.nacos.config.server-addr}
         server-addr: ${spring.cloud.nacos.config.server-addr}
 ---
 ---
 spring:
 spring:
+  application:
+    name: yd-csf-api
   profiles: test
   profiles: test
   main:
   main:
     allow-bean-definition-overriding: true
     allow-bean-definition-overriding: true

yd-csf-service/pom.xml

@@ -12,6 +12,25 @@
     <artifactId>yd-csf-service</artifactId>
     <artifactId>yd-csf-service</artifactId>
 
 
     <dependencies>
     <dependencies>
+        <!-- gson -->
+        <dependency>
+            <groupId>com.google.code.gson</groupId>
+            <artifactId>gson</artifactId>
+        </dependency>
+
+        <!-- knife4j -->
+        <dependency>
+            <groupId>com.github.xiaoymin</groupId>
+            <artifactId>knife4j-openapi3-spring-boot-starter</artifactId>
+            <version>4.3.0</version>
+        </dependency>
+
+        <!-- https://hutool.cn/docs/index.html#/-->
+        <dependency>
+            <groupId>cn.hutool</groupId>
+            <artifactId>hutool-all</artifactId>
+            <version>5.8.8</version>
+        </dependency>
 
 
         <dependency>
         <dependency>
             <groupId>com.baomidou</groupId>
             <groupId>com.baomidou</groupId>

yd-csf-service/src/main/java/com/yd/csf/service/common/ErrorCode.java

+package com.yd.csf.service.common;
+
+/**
+ * 自定义错误码
+ *
+ */
+public enum ErrorCode {
+
+    SUCCESS(0, "ok"),
+    PARAMS_ERROR(40000, "请求参数错误"),
+    NOT_LOGIN_ERROR(40100, "未登录"),
+    NO_AUTH_ERROR(40101, "无权限"),
+    NOT_FOUND_ERROR(40400, "请求数据不存在"),
+    FORBIDDEN_ERROR(40300, "禁止访问"),
+    SYSTEM_ERROR(50000, "系统内部异常"),
+    OPERATION_ERROR(50001, "操作失败");
+
+    /**
+     * 状态码
+     */
+    private final int code;
+
+    /**
+     * 信息
+     */
+    private final String message;
+
+    ErrorCode(int code, String message) {
+        this.code = code;
+        this.message = message;
+    }
+
+    public int getCode() {
+        return code;
+    }
+
+    public String getMessage() {
+        return message;
+    }
+
+}

yd-csf-service/src/main/java/com/yd/csf/service/dao/CustomerExpandMapper.java

+package com.yd.csf.service.dao;
+
+import com.yd.csf.service.model.CustomerExpand;
+import com.baomidou.mybatisplus.core.mapper.BaseMapper;
+
+/**
+* @author Zhang Jianan
+* @description 针对表【customer_expand(CSF客户信息扩展表)】的数据库操作Mapper
+* @createDate 2025-09-03 17:48:36
+* @Entity generator.domain.CustomerExpand
+*/
+public interface CustomerExpandMapper extends BaseMapper<CustomerExpand> {
+
+}
+
+
+

yd-csf-service/src/main/java/com/yd/csf/service/dao/CustomerMapper.java

+package com.yd.csf.service.dao;
+
+import com.yd.csf.service.model.Customer;
+import com.baomidou.mybatisplus.core.mapper.BaseMapper;
+
+/**
+* @author Zhang Jianan
+* @description 针对表【customer(客户信息表)】的数据库操作Mapper
+* @createDate 2025-08-29 17:38:23
+* @Entity generator.domain.Customer
+*/
+public interface CustomerMapper extends BaseMapper<Customer> {
+
+}
+
+
+
+

yd-csf-service/src/main/java/com/yd/csf/service/dao/FnaFormMapper.java

+package com.yd.csf.service.dao;
+
+import com.yd.csf.service.model.FnaForm;
+import com.baomidou.mybatisplus.core.mapper.BaseMapper;
+
+/**
+* @author Zhang Jianan
+* @description 针对表【fna_form(fna表单表)】的数据库操作Mapper
+* @createDate 2025-09-05 11:19:10
+* @Entity generator.domain.FnaForm
+*/
+public interface FnaFormMapper extends BaseMapper<FnaForm> {
+
+}
+
+
+
+

yd-csf-service/src/main/java/com/yd/csf/service/dao/FnaMapper.java

+package com.yd.csf.service.dao;
+
+import com.baomidou.mybatisplus.core.mapper.BaseMapper;
+import com.yd.csf.service.model.Fna;
+
+/**
+* @author Zhang Jianan
+* @description 针对表【fna(fna表)】的数据库操作Mapper
+* @createDate 2025-08-29 14:29:15
+* @Entity generator.domain.Fna
+*/
+public interface FnaMapper extends BaseMapper<Fna> {
+
+}
+
+
+
+

yd-csf-service/src/main/java/com/yd/csf/service/dto/CompanyBusinessData.java

+package com.yd.csf.service.dto;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+@Data
+public class CompanyBusinessData {
+    @Schema(description = "公司過去兩年平均純利 (HKD)")
+    private String averageNetProfit;
+    @Schema(description = "公司現時大約的總資產 (HKD)")
+    private String estimatedTotalAssets;
+    @Schema(description = "資產所佔百分比 (%)")
+    private String assetPercentage;
+}

yd-csf-service/src/main/java/com/yd/csf/service/dto/CustomerAddRequest.java

+package com.yd.csf.service.dto;
+
+import com.yd.csf.service.vo.AddressVO;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.io.Serializable;
+import java.math.BigDecimal;
+import java.util.Date;
+
+/**
+ * 创建customer请求
+ *
+ */
+@Data
+public class CustomerAddRequest implements Serializable {
+
+    /**
+     * 自定义代码
+     */
+//    private String customCode;
+
+    /**
+     * 姓氏
+     */
+    @Schema(description = "姓氏")
+    private String lastName;
+
+    /**
+     * 名字
+     */
+    @Schema(description = "名字")
+    private String firstName;
+
+    /**
+     * 姓名
+     */
+    @Schema(description = "姓名")
+    private String name;
+
+    /**
+     * 姓氏拼音
+     */
+    @Schema(description = "姓氏拼音")
+    private String lastNamePinyin;
+
+    /**
+     * 名字拼音
+     */
+    @Schema(description = "名字拼音")
+    private String firstNamePinyin;
+
+    /**
+     * 拼音全称
+     */
+    @Schema(description = "姓名拼音")
+    private String pinyin;
+
+    /**
+     * 称谓
+     */
+    @Schema(description = "称谓")
+    private String title;
+
+    /**
+     * 性别
+     */
+    @Schema(description = "性别")
+    private Object gender;
+
+    /**
+     * 生日
+     */
+    @Schema(description = "生日")
+    private Date birthday;
+
+    /**
+     * 出生日期
+     */
+    @Schema(description = "客户出生日期")
+    private Date birthdate;
+
+    /**
+     * 异常信息
+     */
+    @Schema(description = "客户异常信息")
+    private String abnormal;
+
+    /**
+     * 年龄
+     */
+    @Schema(description = "年龄")
+    private String age;
+
+    /**
+     * 地区代码
+     */
+    @Schema(description = "地区代码")
+    private String areaCode;
+
+    /**
+     * 电话号码
+     */
+    @Schema(description = "电话号码")
+    private String phone;
+
+    /**
+     * 电子邮箱
+     */
+    @Schema(description = "电子邮箱")
+    private String email;
+
+    /**
+     * 是否吸烟
+     */
+    @Schema(description = "是否吸烟")
+    private String smoke;
+
+    /**
+     * 吸烟数量
+     */
+    @Schema(description = "吸烟数量")
+    private String smokeQuantity;
+
+    /**
+     * 公司类型
+     */
+    @Schema(description = "公司类型")
+    private String companyType;
+
+    /**
+     * 来源
+     */
+    @Schema(description = "客户来源")
+    private String source;
+
+    /**
+     * 证件类型
+     */
+    @Schema(description = "证件类型")
+    private String idType;
+
+    /**
+     * 证件号码
+     */
+    @Schema(description = "证件号码")
+    private String idCard;
+
+    /**
+     * 护照号
+     */
+    @Schema(description = "护照号")
+    private String passport;
+
+    /**
+     * 往来港澳通行证号码
+     */
+    @Schema(description = "往来港澳通行证号码")
+    private String eepCode;
+
+    /**
+     * 婚姻状况
+     */
+    @Schema(description = "婚姻状况")
+    private Object marriage;
+
+    /**
+     * 出生地
+     */
+    @Schema(description = "出生地")
+    private String birthplace;
+
+    /**
+     * 教育程度
+     */
+    @Schema(description = "教育程度")
+    private Object education;
+
+    /**
+     * 国家
+     */
+    @Schema(description = "国家")
+    private String country;
+
+    // region 客户扩展信息
+
+    /**
+     * 客户类型
+     */
+    @Schema(description = "客户类型 个人-INDIVIDUAL, 企业-COMPANY")
+    private String customerType;
+
+    /**
+     * 居住地区代码
+     */
+    @Schema(description = "居住地区代码")
+    private String residenceAreaCode;
+
+    /**
+     * 住宅电话
+     */
+    @Schema(description = "住宅电话")
+    private String residenceTelephone;
+
+    /**
+     * 是否长期出国
+     */
+    @Schema(description = "是否长期出国")
+    private String longtimeAbroad;
+
+    /**
+     * 居住地址
+     */
+    private AddressVO residenceAddress;
+
+    /**
+     * 住宅地址
+     */
+    private AddressVO residentialAddress;
+
+    /**
+     * 邮寄地址
+     */
+    private AddressVO mailingAddress;
+
+    /**
+     * 公司地址
+     */
+    private AddressVO companyAddress;
+
+    /**
+     * 公司名称
+     */
+    @Schema(description = "公司名称")
+    private String companyName;
+
+    /**
+     * 公司地区代码
+     */
+    @Schema(description = "公司地区代码")
+    private String companyAreaCode;
+
+    /**
+     * 公司电话
+     */
+    @Schema(description = "公司电话")
+    private String companyTelephone;
+
+    /**
+     * 职位
+     */
+    @Schema(description = "职位")
+    private String position;
+
+    /**
+     * 工作年限
+     */
+    @Schema(description = "工作年限")
+    private String workYear;
+
+    /**
+     * 薪资
+     */
+    @Schema(description = "薪资")
+    private BigDecimal salary;
+
+    // endregion
+
+    private static final long serialVersionUID = 1L;
+}
\ No newline at end of file

yd-csf-service/src/main/java/com/yd/csf/service/dto/CustomerEditRequest.java

+package com.yd.csf.service.dto;
+
+import lombok.Data;
+
+import java.io.Serializable;
+import java.util.List;
+
+/**
+ * 编辑customer请求
+ *
+ */
+@Data
+public class CustomerEditRequest implements Serializable {
+
+    /**
+     * id
+     */
+    private Long id;
+
+    /**
+     * 标题
+     */
+    private String title;
+
+    /**
+     * 内容
+     */
+    private String content;
+
+    /**
+     * 标签列表
+     */
+    private List<String> tags;
+
+    private static final long serialVersionUID = 1L;
+}
\ No newline at end of file

yd-csf-service/src/main/java/com/yd/csf/service/dto/CustomerQueryRequest.java

+package com.yd.csf.service.dto;
+
+import com.yd.common.dto.PageDto;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+import lombok.EqualsAndHashCode;
+
+import java.io.Serializable;
+
+/**
+ * 查询customer请求
+ *
+ */
+@EqualsAndHashCode(callSuper = true)
+@Data
+public class CustomerQueryRequest extends PageDto implements Serializable {
+
+    /**
+     * 客户名称
+     */
+    @Schema(description = "客户名称")
+    private String name;
+
+    /**
+     * 标题
+     */
+    @Schema(description = "手机号")
+    private String phone;
+
+    /**
+     * 内容
+     */
+    @Schema(description = "邮箱")
+    private String email;
+
+    private static final long serialVersionUID = 1L;
+}
\ No newline at end of file

yd-csf-service/src/main/java/com/yd/csf/service/dto/CustomerUpdateRequest.java

+package com.yd.csf.service.dto;
+
+import lombok.Data;
+
+import java.io.Serializable;
+import java.util.List;
+
+/**
+ * 更新customer请求
+ *
+ */
+@Data
+public class CustomerUpdateRequest implements Serializable {
+
+    /**
+     * id
+     */
+    private Long id;
+
+    /**
+     * 标题
+     */
+    private String title;
+
+    /**
+     * 内容
+     */
+    private String content;
+
+    /**
+     * 标签列表
+     */
+    private List<String> tags;
+
+    private static final long serialVersionUID = 1L;
+}
\ No newline at end of file

yd-csf-service/src/main/java/com/yd/csf/service/dto/DeleteFnaRequest.java

+package com.yd.csf.service.dto;
+
+import lombok.Data;
+
+@Data
+public class DeleteFnaRequest {
+    private Long id;
+}

yd-csf-service/src/main/java/com/yd/csf/service/dto/ExistingSecurity.java

+package com.yd.csf.service.dto;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+@Data
+@Schema(description = "个人已有保障")
+public class ExistingSecurity {
+    @Schema(description = "保险公司")
+    private String insurer;
+    @Schema(description = "保障类型")
+    private String insuranceType;
+    @Schema(description = "保额 (HKD)")
+    private String sumInsured;
+    @Schema(description = "保单签发日期")
+    private String policyIssueDate;
+}

yd-csf-service/src/main/java/com/yd/csf/service/dto/ExistingSecurityInsured.java

+package com.yd.csf.service.dto;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+@Data
+@Schema(description = "受保人个人已有保障", allOf = ExistingSecuritys.class)
+public class ExistingSecurityInsured extends ExistingSecuritys {
+    // 不需要额外字段，只是为了文档化区分
+}

yd-csf-service/src/main/java/com/yd/csf/service/dto/ExistingSecurityOwner.java

+package com.yd.csf.service.dto;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+@Data
+@Schema(description = "保单持有人个人已有保障", allOf = ExistingSecuritys.class)
+public class ExistingSecurityOwner extends ExistingSecuritys {
+    // 不需要额外字段，只是为了文档化区分
+}
\ No newline at end of file

yd-csf-service/src/main/java/com/yd/csf/service/dto/ExistingSecuritys.java

+package com.yd.csf.service.dto;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+@Data
+@Schema(description = "个人已有保障-existingSecurityOwner/受保人个人已有保障-existingSecurityInsured")
+public class ExistingSecuritys {
+    /**
+     * 个人已有保障1
+     */
+    private ExistingSecurity existingSecurity1;
+    /**
+     * 个人已有保障2
+     */
+    private ExistingSecurity existingSecurity2;
+    /**
+     * 个人已有保障3
+     */
+    private ExistingSecurity existingSecurity3;
+    /**
+     * 个人已有保障4
+     */
+    private ExistingSecurity existingSecurity4;
+    /**
+     * 个人已有保障5
+     */
+    private ExistingSecurity existingSecurity5;
+}

yd-csf-service/src/main/java/com/yd/csf/service/dto/FamilyMember.java

+package com.yd.csf.service.dto;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+@Data
+@Schema(description = "家庭成员")
+public class FamilyMember {
+    @Schema(description = "是否需要供养")
+    private String needProvide;
+    @Schema(description = "年龄")
+    private String age;
+}

yd-csf-service/src/main/java/com/yd/csf/service/dto/FamilyMembers.java

+package com.yd.csf.service.dto;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.util.List;
+
+@Data
+public class FamilyMembers {
+
+    private FamilyMember father;
+
+    private FamilyMember mother;
+
+    private FamilyMember spouse;
+
+    private List<FamilyMember> children;
+}

yd-csf-service/src/main/java/com/yd/csf/service/dto/FnaAddRequest.java

+package com.yd.csf.service.dto;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import io.swagger.v3.oas.annotations.tags.Tag;
+import lombok.Data;
+
+import java.io.Serializable;
+
+/**
+ * 创建fna请求
+ *
+ */
+@Data
+@Tag(name = "创建fna请求")
+public class FnaAddRequest implements Serializable {
+
+    /**
+     * 系统用户唯一业务ID
+     */
+    @Schema(description = "系统用户唯一业务ID")
+    private String userBizId;
+
+    /**
+     * 客户唯一业务ID
+     */
+    @Schema(description = "客户唯一业务ID")
+    private String customerBizId;
+
+    /**
+     * Fna表单唯一业务ID
+     */
+    @Schema(description = "Fna表单唯一业务ID")
+    private String fnaFormBizId;
+
+    /**
+     * 预约编号
+     */
+    @Schema(description = "预约编号")
+    private String appointmentNo;
+
+    /**
+     * 预约信息主表唯一业务ID
+     */
+    @Schema(description = "预约信息主表唯一业务ID")
+    private String appointmentBizId;
+
+
+    /**
+     * 核保编号
+     */
+    @Schema(description = "核保编号")
+    private String underwritingNo;
+
+    /**
+     * 新单跟进ID
+     */
+    @Schema(description = "新单跟进ID")
+    private String policyId;
+
+    /**
+     * 保单编号
+     */
+    @Schema(description = "保单编号")
+    private String policyNo;
+
+    /**
+     * 状态
+     */
+    @Schema(description = "状态")
+    private Object status;
+
+    /**
+     * 产品代码
+     */
+    @Schema(description = "产品代码")
+    private String productCode;
+
+    /**
+     * 产品名称
+     */
+    @Schema(description = "产品名称")
+    private String productName;
+
+    /**
+     * 相关URL
+     */
+    @Schema(description = "相关URL")
+    private String url;
+
+    /**
+     * 通用备注
+     */
+    @Schema(description = "通用备注")
+    private String remark;
+
+
+    private static final long serialVersionUID = 1L;
+}
\ No newline at end of file

yd-csf-service/src/main/java/com/yd/csf/service/dto/FnaEditRequest.java

+package com.yd.csf.service.dto;
+
+import lombok.Data;
+
+import java.io.Serializable;
+import java.util.List;
+
+/**
+ * 编辑fna请求
+ *
+ */
+@Data
+public class FnaEditRequest implements Serializable {
+
+    /**
+     * id
+     */
+    private Long id;
+
+    /**
+     * 标题
+     */
+    private String title;
+
+    /**
+     * 内容
+     */
+    private String content;
+
+    /**
+     * 标签列表
+     */
+    private List<String> tags;
+
+    private static final long serialVersionUID = 1L;
+}
\ No newline at end of file

yd-csf-service/src/main/java/com/yd/csf/service/dto/FnaFormAddRequest.java

+package com.yd.csf.service.dto;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.io.Serializable;
+
+/**
+ * 创建Fna表单请求
+ *
+ */
+@Data
+public class FnaFormAddRequest implements Serializable {
+
+    /**
+     * 客户唯一业务ID
+     */
+    @Schema(description = "客户唯一业务ID")
+    private String customerBizId;
+
+    /**
+     * 个人资料
+     */
+    @Schema(description = "个人资料")
+    private PersonalData personalData;
+
+    /**
+     * 家庭状况
+     */
+    @Schema(description = "家庭状况（父亲-father/母亲-mother/配偶-spouse/子女-children）")
+    private FamilyMembers familyMembers;
+
+    /**
+     * 保单持有人个人已有保障
+     */
+    private ExistingSecuritys existingSecurityOwner;
+
+    /**
+     * 受保人个人已有保障
+     */
+    private ExistingSecuritys existingSecurityInsured;
+
+    /**
+     * 平均月收入
+     */
+    @Schema(description = "平均月收入")
+    private String monthlyIncome;
+
+    /**
+     * 平均月支出
+     */
+    @Schema(description = "平均月支出")
+    private String monthlyExpense;
+
+    /**
+     * 累积流动资产
+     */
+    @Schema(description = "累积流动资产")
+    private String liquidAssets;
+
+    /**
+     * 流动资产种类（A.现金 B.银行存款……）
+     */
+    @Schema(description = "流动资产种类（A.现金 B.银行存款……）")
+    private String liquidAssetType;
+
+    /**
+     * 保单持有人资产
+     */
+    @Schema(description = "保单持有人资产")
+    private OwnerAssets ownerAssets;
+
+    /**
+     * 公司业务资料
+     */
+    @Schema(description = "公司业务资料")
+    private CompanyBusinessData companyBusinessData;
+
+    @Schema(description = "首期及续保保费的财富来源（A.储蓄 B.受雇收入 C.自雇收入 D.投资收入）")
+    private String premiumFundingSource;
+
+    private static final long serialVersionUID = 1L;
+}
\ No newline at end of file

yd-csf-service/src/main/java/com/yd/csf/service/dto/FnaFormEditRequest.java

+package com.yd.csf.service.dto;
+
+import lombok.Data;
+
+import java.io.Serializable;
+import java.util.List;
+
+/**
+ * 编辑Fna表单请求
+ *
+ */
+@Data
+public class FnaFormEditRequest implements Serializable {
+
+    /**
+     * id
+     */
+    private Long id;
+
+    /**
+     * 标题
+     */
+    private String title;
+
+    /**
+     * 内容
+     */
+    private String content;
+
+    /**
+     * 标签列表
+     */
+    private List<String> tags;
+
+    private static final long serialVersionUID = 1L;
+}
\ No newline at end of file

yd-csf-service/src/main/java/com/yd/csf/service/dto/FnaFormQueryRequest.java

+package com.yd.csf.service.dto;
+
+import com.yd.common.dto.PageDto;
+import lombok.Data;
+import lombok.EqualsAndHashCode;
+
+import java.io.Serializable;
+import java.util.List;
+
+/**
+ * 查询Fna表单请求
+ *
+ */
+@EqualsAndHashCode(callSuper = true)
+@Data
+public class FnaFormQueryRequest extends PageDto implements Serializable {
+
+    /**
+     * id
+     */
+    private Long id;
+
+    /**
+     * id
+     */
+    private Long notId;
+
+    /**
+     * 搜索词
+     */
+    private String searchText;
+
+    /**
+     * 标题
+     */
+    private String title;
+
+    /**
+     * 内容
+     */
+    private String content;
+
+    /**
+     * 标签列表
+     */
+    private List<String> tags;
+
+    /**
+     * 创建用户 id
+     */
+    private Long userId;
+
+    private static final long serialVersionUID = 1L;
+}
\ No newline at end of file

yd-csf-service/src/main/java/com/yd/csf/service/dto/FnaFormUpdateRequest.java

+package com.yd.csf.service.dto;
+
+import lombok.Data;
+
+import java.io.Serializable;
+import java.util.List;
+
+/**
+ * 更新Fna表单请求
+ *
+ */
+@Data
+public class FnaFormUpdateRequest implements Serializable {
+
+    /**
+     * id
+     */
+    private Long id;
+
+    /**
+     * 标题
+     */
+    private String title;
+
+    /**
+     * 内容
+     */
+    private String content;
+
+    /**
+     * 标签列表
+     */
+    private List<String> tags;
+
+    private static final long serialVersionUID = 1L;
+}
\ No newline at end of file

yd-csf-service/src/main/java/com/yd/csf/service/dto/FnaQueryRequest.java

+package com.yd.csf.service.dto;
+
+import com.yd.common.dto.PageDto;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+import lombok.EqualsAndHashCode;
+
+import java.io.Serializable;
+import java.util.List;
+
+/**
+ * 查询fna请求
+ *
+ */
+@EqualsAndHashCode(callSuper = true)
+@Data
+public class FnaQueryRequest extends PageDto implements Serializable {
+
+    /**
+     * 客户姓名
+     */
+    @Schema(description = "客户姓名")
+    private String customerName;
+
+    /**
+     * 预约编号
+     */
+    @Schema(description = "预约编号")
+    private String appointmentNo;
+
+    /**
+     * 新单编号
+     */
+    @Schema(description = "新单编号")
+    private String policyId;
+
+    /**
+     * 保单号
+     */
+    @Schema(description = "保单号")
+    private String policyNo;
+
+
+    private static final long serialVersionUID = 1L;
+}
\ No newline at end of file

yd-csf-service/src/main/java/com/yd/csf/service/dto/FnaUpdateRequest.java

+package com.yd.csf.service.dto;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.io.Serializable;
+import java.util.List;
+
+/**
+ * 更新fna请求
+ *
+ */
+@Data
+public class FnaUpdateRequest implements Serializable {
+
+    /**
+     * fna唯一业务ID
+     */
+    @Schema(description = "fna唯一业务ID")
+    private String fnaBizId;
+
+    /**
+     * 预约编号
+     */
+    @Schema(description = "预约编号")
+    private String appointmentNo;
+
+    /**
+     * 新单编号
+     */
+    @Schema(description = "新单编号")
+    private String policyId;
+
+    /**
+     * 保单号
+     */
+    @Schema(description = "保单号")
+    private String policyNo;
+
+    private static final long serialVersionUID = 1L;
+}
\ No newline at end of file

yd-csf-service/src/main/java/com/yd/csf/service/dto/InvestmentProperties.java

+package com.yd.csf.service.dto;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+@Data
+@Schema(description = "投資房地產")
+public class InvestmentProperties {
+    @Schema(description = "地址")
+    private String address;
+    @Schema(description = "市值(HKD)")
+    private String marketValue;
+}

yd-csf-service/src/main/java/com/yd/csf/service/dto/OwnerAssets.java

+package com.yd.csf.service.dto;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+@Data
+public class OwnerAssets {
+    private OwnerProperties primaryResidence1;
+    private OwnerProperties primaryResidence2;
+
+    private InvestmentProperties investment1;
+    private InvestmentProperties investment2;
+}

yd-csf-service/src/main/java/com/yd/csf/service/dto/OwnerProperties.java

+package com.yd.csf.service.dto;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+@Data
+@Schema(description = "自住用途之房地產")
+public class OwnerProperties {
+    @Schema(description = "地址")
+    private String address;
+    @Schema(description = "市值(HKD)")
+    private String marketValue;
+}

yd-csf-service/src/main/java/com/yd/csf/service/dto/PersonalData.java

+package com.yd.csf.service.dto;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+@Data
+public class PersonalData {
+    @Schema(description = "陪同顾问姓名")
+    private String accountName;
+
+    @Schema(description = "陪同顾问手机号")
+    private String accountPhone;
+
+    @Schema(description = "理财顾问注册编号")
+    private String registrationNumber;
+
+    @Schema(description = "理财顾问内部编码")
+    private String number;
+
+    @Schema(description = "客户姓名")
+    private String customerName;
+
+    @Schema(description = "税务国家")
+    private String taxCountry;
+
+    @Schema(description = "就业情况")
+    private String employment;
+
+    @Schema(description = "其他就业情况")
+    private String otherEmployment;
+
+    @Schema(description = "是否退休")
+    private String isRetired;
+
+    @Schema(description = "退休年龄")
+    private String retiredAge;
+}

yd-csf-service/src/main/java/com/yd/csf/service/model/Customer.java

+package com.yd.csf.service.model;
+
+import com.baomidou.mybatisplus.annotation.IdType;
+import com.baomidou.mybatisplus.annotation.TableField;
+import com.baomidou.mybatisplus.annotation.TableId;
+import com.baomidou.mybatisplus.annotation.TableName;
+import java.io.Serializable;
+import java.util.Date;
+import lombok.Data;
+
+/**
+ * 客户信息表
+ * @TableName customer
+ */
+@TableName(value ="customer")
+@Data
+public class Customer implements Serializable {
+    /**
+     * id
+     */
+    @TableId(type = IdType.AUTO)
+    private Long id;
+
+    /**
+     * 唯一业务ID
+     */
+    private String customerBizId;
+
+    /**
+     * 自定义代码
+     */
+    private String customCode;
+
+    /**
+     * 姓氏
+     */
+    private String lastName;
+
+    /**
+     * 名字
+     */
+    private String firstName;
+
+    /**
+     * 姓名
+     */
+    private String name;
+
+    /**
+     * 姓氏拼音
+     */
+    private String lastNamePinyin;
+
+    /**
+     * 名字拼音
+     */
+    private String firstNamePinyin;
+
+    /**
+     * 拼音全称
+     */
+    private String pinyin;
+
+    /**
+     * 称谓
+     */
+    private String title;
+
+    /**
+     * 性别
+     */
+    private Object gender;
+
+    /**
+     * 出生日期
+     */
+    private Date birthdate;
+
+    /**
+     * 异常信息
+     */
+    private String abnormal;
+
+    /**
+     * 年龄
+     */
+    private String age;
+
+    /**
+     * 地区代码
+     */
+    private String areaCode;
+
+    /**
+     * 电话号码
+     */
+    private String phone;
+
+    /**
+     * 电子邮箱
+     */
+    private String email;
+
+    /**
+     * 是否吸烟
+     */
+    private String smoke;
+
+    /**
+     * 吸烟数量
+     */
+    private String smokeQuantity;
+
+    /**
+     * 公司类型
+     */
+    private String companyType;
+
+    /**
+     * 来源
+     */
+    private String source;
+
+    /**
+     * 证件类型
+     */
+    private String idType;
+
+    /**
+     * 证件号码
+     */
+    private String idCard;
+
+    /**
+     * 护照号
+     */
+    private String passport;
+
+    /**
+     * EEP代码
+     */
+    private String eepCode;
+
+    /**
+     * 婚姻状况
+     */
+    private Object marriage;
+
+    /**
+     * 出生地
+     */
+    private String birthplace;
+
+    /**
+     * 教育程度
+     */
+    private Object education;
+
+    /**
+     * 签单用户扩展唯一业务ID
+     */
+    private String customerExpandBizId;
+
+    /**
+     * 国家
+     */
+    private String country;
+
+    /**
+     * 通用备注
+     */
+    private String remark;
+
+    /**
+     * 删除标识: 0-正常, 1-删除
+     */
+    private Integer isDeleted;
+
+    /**
+     * 创建人ID
+     */
+    private String creatorId;
+
+    /**
+     * 更新人ID
+     */
+    private String updaterId;
+
+    /**
+     * 创建时间
+     */
+    private Date createTime;
+
+    /**
+     * 更新时间
+     */
+    private Date updateTime;
+
+    @TableField(exist = false)
+    private static final long serialVersionUID = 1L;
+}
\ No newline at end of file

yd-csf-service/src/main/java/com/yd/csf/service/model/CustomerExpand.java

+package com.yd.csf.service.model;
+
+import com.baomidou.mybatisplus.annotation.IdType;
+import com.baomidou.mybatisplus.annotation.TableField;
+import com.baomidou.mybatisplus.annotation.TableId;
+import com.baomidou.mybatisplus.annotation.TableName;
+import java.io.Serializable;
+import java.math.BigDecimal;
+import java.util.Date;
+
+import com.yd.csf.service.vo.AddressVO;
+import lombok.Data;
+
+/**
+ * CSF客户信息扩展表
+ * @TableName customer_expand
+ */
+@TableName(value ="customer_expand")
+@Data
+public class CustomerExpand implements Serializable {
+    /**
+     * 
+     */
+    @TableId(type = IdType.AUTO)
+    private Long id;
+
+    /**
+     * 客户扩展唯一业务ID
+     */
+    private String customerExpandBizId;
+
+    /**
+     * 客户信息唯一标识(业务ID)
+     */
+    private String customerBizId;
+
+    /**
+     * 客户类型
+     */
+    private Object customerType;
+
+    /**
+     * 居住地区代码
+     */
+    private String residenceAreaCode;
+
+    /**
+     * 住宅电话
+     */
+    private String residenceTelephone;
+
+    /**
+     * 是否长期出国
+     */
+    private String longtimeAbroad;
+
+    /**
+     * 居住地址
+     */
+    private String residenceAddress;
+
+    /**
+     * 住宅地址
+     */
+    private String residentialAddress;
+
+    /**
+     * 邮寄地址
+     */
+    private String mailingAddress;
+
+    /**
+     * 公司地址
+     */
+    private String companyAddress;
+
+    /**
+     * 公司名称
+     */
+    private String companyName;
+
+    /**
+     * 公司地区代码
+     */
+    private String companyAreaCode;
+
+    /**
+     * 公司电话
+     */
+    private String companyTelephone;
+
+    /**
+     * 职位
+     */
+    private String position;
+
+    /**
+     * 工作年限
+     */
+    private String workYear;
+
+    /**
+     * 薪资
+     */
+    private BigDecimal salary;
+
+    /**
+     * 通用备注
+     */
+    private String remark;
+
+    /**
+     * 删除标识: 0-正常, 1-删除
+     */
+    private Integer isDeleted;
+
+    /**
+     * 创建人ID
+     */
+    private String creatorId;
+
+    /**
+     * 更新人ID
+     */
+    private String updaterId;
+
+    /**
+     * 创建时间
+     */
+    private Date createTime;
+
+    /**
+     * 更新时间
+     */
+    private Date updateTime;
+
+    @TableField(exist = false)
+    private static final long serialVersionUID = 1L;
+}
\ No newline at end of file

yd-csf-service/src/main/java/com/yd/csf/service/model/Fna.java

+package com.yd.csf.service.model;
+
+import com.baomidou.mybatisplus.annotation.TableField;
+import com.baomidou.mybatisplus.annotation.TableId;
+import com.baomidou.mybatisplus.annotation.TableName;
+import java.io.Serializable;
+import java.util.Date;
+import lombok.Data;
+
+/**
+ * fna表
+ * @TableName fna
+ */
+@TableName(value ="fna")
+@Data
+public class Fna implements Serializable {
+    /**
+     * id
+     */
+    @TableId
+    private Long id;
+
+    /**
+     * fna唯一业务ID
+     */
+    private String fnaBizId;
+
+    /**
+     * 财富需要分析编号
+     */
+    private Long fnaNo;
+
+    /**
+     * 系统用户唯一业务ID
+     */
+    private String userBizId;
+
+    /**
+     * 客户名称
+     */
+    private String customerName;
+
+    /**
+     * 客户唯一业务ID
+     */
+    private String customerBizId;
+
+    /**
+     * Fna表单唯一业务ID
+     */
+    private String fnaFormBizId;
+
+    /**
+     * 预约编号
+     */
+    private String appointmentNo;
+
+    /**
+     * 预约信息主表唯一业务ID
+     */
+    private String appointmentBizId;
+
+    /**
+     * 预订状态提示
+     */
+    private String bookingStatusTip;
+
+    /**
+     * 核保编号
+     */
+    private String underwritingNo;
+
+    /**
+     * 保单ID
+     */
+    private String policyId;
+
+    /**
+     * 保单编号
+     */
+    private String policyNo;
+
+    /**
+     * 状态
+     */
+    private Object status;
+
+    /**
+     * 产品代码
+     */
+    private String productCode;
+
+    /**
+     * 产品名称
+     */
+    private String productName;
+
+    /**
+     * 相关URL
+     */
+    private String url;
+
+    /**
+     * 是否可编辑: 0-否, 1-是
+     */
+    private Integer edit;
+
+    /**
+     * 通用备注
+     */
+    private String remark;
+
+    /**
+     * 删除标识: 0-正常, 1-删除
+     */
+    private Integer isDeleted;
+
+    /**
+     * 创建人ID
+     */
+    private String creatorId;
+
+    /**
+     * 更新人ID
+     */
+    private String updaterId;
+
+    /**
+     * 创建时间
+     */
+    private Date createTime;
+
+    /**
+     * 更新时间
+     */
+    private Date updateTime;
+
+    @TableField(exist = false)
+    private static final long serialVersionUID = 1L;
+}
\ No newline at end of file

yd-csf-service/src/main/java/com/yd/csf/service/model/FnaForm.java

+package com.yd.csf.service.model;
+
+import com.baomidou.mybatisplus.annotation.TableField;
+import com.baomidou.mybatisplus.annotation.TableId;
+import com.baomidou.mybatisplus.annotation.TableName;
+import java.io.Serializable;
+import java.util.Date;
+import lombok.Data;
+
+/**
+ * fna表单表
+ * @TableName fna_form
+ */
+@TableName(value ="fna_form")
+@Data
+public class FnaForm implements Serializable {
+    /**
+     * id
+     */
+    @TableId
+    private Long id;
+
+    /**
+     * fna唯一业务ID
+     */
+    private String fnaFormBizId;
+
+    /**
+     * 系统用户唯一业务ID
+     */
+    private String userBizId;
+
+    /**
+     * 理财顾问资料业务ID（查询个人资料）
+     */
+    private String agentBizId;
+
+    /**
+     * 客户唯一业务ID
+     */
+    private String customerBizId;
+
+    /**
+     * 个人资料
+     */
+    private Object personalData;
+
+    /**
+     * 家庭状况
+     */
+    private Object familyMembers;
+
+    /**
+     * 保单持有人个人已有保障
+     */
+    private Object existingSecurityOwner;
+
+    /**
+     * 受保人个人已有保障
+     */
+    private Object existingSecurityInsured;
+
+    /**
+     * 平均月收入
+     */
+    private String monthlyIncome;
+
+    /**
+     * 平均月支出
+     */
+    private String monthlyExpense;
+
+    /**
+     * 累积流动资产
+     */
+    private String liquidAssets;
+
+    /**
+     * 流动资产种类（A.现金 B.银行存款……）
+     */
+    private String liquidAssetType;
+
+    /**
+     * 保单持有人资产
+     */
+    private Object ownerAssets;
+
+    /**
+     * 公司业务资料
+     */
+    private Object companyBusinessData;
+
+    /**
+     * 首期及续保保费的财富来源（A.储蓄 B.受雇收入 C.自雇收入 D.投资收入）
+     */
+    private String premiumFundingSource;
+
+    /**
+     * 通用备注
+     */
+    private String remark;
+
+    /**
+     * 删除标识: 0-正常, 1-删除
+     */
+    private Integer isDeleted;
+
+    /**
+     * 创建人ID
+     */
+    private String creatorId;
+
+    /**
+     * 更新人ID
+     */
+    private String updaterId;
+
+    /**
+     * 创建时间
+     */
+    private Date createTime;
+
+    /**
+     * 更新时间
+     */
+    private Date updateTime;
+
+    @TableField(exist = false)
+    private static final long serialVersionUID = 1L;
+}
\ No newline at end of file

yd-csf-service/src/main/java/com/yd/csf/service/service/CustomerExpandService.java

+package com.yd.csf.service.service;
+
+import com.yd.csf.service.model.CustomerExpand;
+import com.baomidou.mybatisplus.extension.service.IService;
+
+/**
+* @author Zhang Jianan
+* @description 针对表【customer_expand(CSF客户信息扩展表)】的数据库操作Service
+* @createDate 2025-09-03 17:48:36
+*/
+public interface CustomerExpandService extends IService<CustomerExpand> {
+
+}

yd-csf-service/src/main/java/com/yd/csf/service/service/CustomerService.java

+package com.yd.csf.service.service;
+
+import com.baomidou.mybatisplus.core.conditions.Wrapper;
+import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
+import com.yd.csf.service.dto.CustomerAddRequest;
+import com.yd.csf.service.dto.CustomerQueryRequest;
+import com.yd.csf.service.dto.FnaQueryRequest;
+import com.yd.csf.service.model.Customer;
+import com.baomidou.mybatisplus.extension.service.IService;
+import com.yd.csf.service.model.CustomerExpand;
+import com.yd.csf.service.vo.CustomerVO;
+import com.yd.csf.service.vo.FnaVO;
+
+
+/**
+* @author Zhang Jianan
+* @description 针对表【customer(客户信息表)】的数据库操作Service
+* @createDate 2025-08-29 17:38:23
+*/
+public interface CustomerService extends IService<Customer> {
+
+    CustomerVO getCustomerVO(Customer customer);
+
+    Wrapper<Customer> getQueryWrapper(CustomerQueryRequest customerQueryRequest);
+
+    CustomerExpand getCustomerExpand(CustomerAddRequest customerAddRequest);
+
+    Page<CustomerVO> getCustomerVOPage(Page<Customer> customerPage);
+
+    Customer getByCustomerBizId(String customerBizId);
+}

yd-csf-service/src/main/java/com/yd/csf/service/service/FnaFormService.java

+package com.yd.csf.service.service;
+
+import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
+import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
+import com.baomidou.mybatisplus.extension.service.IService;
+import com.yd.csf.service.dto.FnaFormAddRequest;
+import com.yd.csf.service.dto.FnaFormQueryRequest;
+import com.yd.csf.service.model.FnaForm;
+import com.yd.csf.service.vo.FnaFormVO;
+
+
+/**
+ * Fna表单服务
+ *
+ */
+public interface FnaFormService extends IService<FnaForm> {
+
+    /**
+     * 校验数据
+     *
+     * @param fnaForm
+     * @param add 对创建的数据进行校验
+     */
+    void validFnaForm(FnaForm fnaForm, boolean add);
+
+    /**
+     * 获取查询条件
+     *
+     * @param fnaFormQueryRequest
+     * @return
+     */
+    QueryWrapper<FnaForm> getQueryWrapper(FnaFormQueryRequest fnaFormQueryRequest);
+    
+    /**
+     * 获取Fna表单封装
+     *
+     * @param fnaForm
+     * @return
+     */
+    FnaFormVO getFnaFormVO(FnaForm fnaForm);
+
+    /**
+     * 分页获取Fna表单封装
+     *
+     * @param fnaFormPage
+     * @return
+     */
+    Page<FnaFormVO> getFnaFormVOPage(Page<FnaForm> fnaFormPage);
+
+    void validFnaFormAdd(FnaFormAddRequest fnaFormAddRequest);
+
+    FnaForm getFnaForm(FnaFormAddRequest fnaFormAddRequest);
+
+    FnaForm getByFnaFormBizId(String fnaFormBizId);
+}

yd-csf-service/src/main/java/com/yd/csf/service/service/FnaService.java

+package com.yd.csf.service.service;
+
+import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
+import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
+import com.yd.csf.service.dto.FnaQueryRequest;
+import com.baomidou.mybatisplus.extension.service.IService;
+import com.yd.csf.service.model.Fna;
+import com.yd.csf.service.vo.FnaVO;
+
+/**
+* @author Zhang Jianan
+* @description 针对表【fna(fna表)】的数据库操作Service
+* @createDate 2025-08-29 14:29:15
+*/
+public interface FnaService extends IService<Fna> {
+
+    boolean addFna(Fna fna);
+
+    /**
+     * 获取查询条件
+     *
+     * @param fnaQueryRequest
+     * @return
+     */
+    QueryWrapper<Fna> getQueryWrapper(FnaQueryRequest fnaQueryRequest);
+
+    /**
+     * 获取fna封装
+     *
+     * @param fna
+     * @return
+     */
+    FnaVO getFnaVO(Fna fna);
+
+    /**
+     * 分页获取fna封装
+     *
+     * @param fnaPage
+     * @return
+     */
+    Page<FnaVO> getFnaVOPage(Page<Fna> fnaPage);
+
+    Fna getByBizId(String fnaBizId);
+
+    boolean updateByBizId(Fna fna);
+}

yd-csf-service/src/main/java/com/yd/csf/service/service/impl/CustomerExpandServiceImpl.java

+package com.yd.csf.service.service.impl;
+
+import com.baomidou.mybatisplus.extension.service.impl.ServiceImpl;
+import com.yd.csf.service.model.CustomerExpand;
+import com.yd.csf.service.service.CustomerExpandService;
+import com.yd.csf.service.dao.CustomerExpandMapper;
+import org.springframework.stereotype.Service;
+
+/**
+* @author Zhang Jianan
+* @description 针对表【customer_expand(CSF客户信息扩展表)】的数据库操作Service实现
+* @createDate 2025-09-03 17:48:36
+*/
+@Service
+public class CustomerExpandServiceImpl extends ServiceImpl<CustomerExpandMapper, CustomerExpand>
+    implements CustomerExpandService{
+
+}
+
+
+
+

yd-csf-service/src/main/java/com/yd/csf/service/service/impl/CustomerServiceImpl.java

+package com.yd.csf.service.service.impl;
+
+import cn.hutool.core.collection.CollUtil;
+import com.baomidou.mybatisplus.core.conditions.Wrapper;
+import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
+import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
+import com.baomidou.mybatisplus.extension.service.impl.ServiceImpl;
+import com.google.gson.Gson;
+import com.yd.csf.service.dao.CustomerMapper;
+import com.yd.csf.service.dto.CustomerAddRequest;
+import com.yd.csf.service.dto.CustomerQueryRequest;
+import com.yd.csf.service.dto.FnaQueryRequest;
+import com.yd.csf.service.model.Customer;
+import com.yd.csf.service.model.CustomerExpand;
+import com.yd.csf.service.service.CustomerExpandService;
+import com.yd.csf.service.service.CustomerService;
+import com.yd.csf.service.vo.AddressVO;
+import com.yd.csf.service.vo.CustomerExpandVO;
+import com.yd.csf.service.vo.CustomerVO;
+import com.yd.csf.service.vo.FnaVO;
+import org.springframework.beans.BeanUtils;
+import org.springframework.stereotype.Service;
+
+import javax.annotation.Resource;
+import java.util.List;
+import java.util.Map;
+import java.util.Set;
+import java.util.stream.Collectors;
+
+/**
+* @author Zhang Jianan
+* @description 针对表【customer(客户信息表)】的数据库操作Service实现
+* @createDate 2025-08-29 17:38:23
+*/
+@Service
+public class CustomerServiceImpl extends ServiceImpl<CustomerMapper, Customer>
+    implements CustomerService{
+
+    private final static Gson GSON = new Gson();
+
+    @Resource
+    private CustomerExpandService customerExpandService;
+
+    @Override
+    public CustomerVO getCustomerVO(Customer customer) {
+        return CustomerVO.objToVo(customer);
+    }
+
+    @Override
+    public Wrapper<Customer> getQueryWrapper(CustomerQueryRequest customerQueryRequest) {
+        return null;
+    }
+
+    @Override
+    public CustomerExpand getCustomerExpand(CustomerAddRequest customerAddRequest) {
+        CustomerExpand customerExpand = new CustomerExpand();
+        BeanUtils.copyProperties(customerAddRequest, customerExpand);
+        AddressVO residenceAddress = customerAddRequest.getResidenceAddress();
+        if (residenceAddress != null) {
+            customerExpand.setResidenceAddress(residenceAddress.toString());
+        }
+        AddressVO residentialAddress = customerAddRequest.getResidentialAddress();
+        if (residentialAddress != null) {
+            customerExpand.setResidentialAddress(residentialAddress.toString());
+        }
+        AddressVO mailingAddress = customerAddRequest.getMailingAddress();
+        if (mailingAddress != null) {
+            customerExpand.setMailingAddress(mailingAddress.toString());
+        }
+        AddressVO companyAddress = customerAddRequest.getCompanyAddress();
+        if (companyAddress != null) {
+            customerExpand.setCompanyAddress(companyAddress.toString());
+        }
+        return customerExpand;
+    }
+
+    @Override
+    public Page<CustomerVO> getCustomerVOPage(Page<Customer> customerPage) {
+        List<Customer> customerList = customerPage.getRecords();
+        Page<CustomerVO> customerVOPage = new Page<>(customerPage.getCurrent(), customerPage.getSize(), customerPage.getTotal());
+        if (CollUtil.isEmpty(customerList)) {
+            return customerVOPage;
+        }
+        // 对象列表 => 封装对象列表
+        List<CustomerVO> customerVOList = customerList.stream().map(CustomerVO::objToVo).collect(Collectors.toList());
+
+        // 1. 关联查询扩展信息
+        Set<String> customerIdSet = customerList.stream().map(Customer::getCustomerBizId).collect(Collectors.toSet());
+        Map<String, List<CustomerExpand>> customerBizIdCustomerExpandListMap = customerExpandService.listByIds(customerIdSet).stream()
+                .collect(Collectors.groupingBy(CustomerExpand::getCustomerBizId));
+
+        // 填充信息
+        customerVOList.forEach(customerVO -> {
+            String customerBizId = customerVO.getCustomerBizId();
+            CustomerExpand customerExpand = null;
+            if (customerBizIdCustomerExpandListMap.containsKey(customerBizId)) {
+                customerExpand = customerBizIdCustomerExpandListMap.get(customerBizId).get(0);
+            }
+            customerVO.setCustomerExpand(CustomerExpandVO.objToVo(customerExpand));
+        });
+        // endregion
+
+        customerVOPage.setRecords(customerVOList);
+        return customerVOPage;
+    }
+
+    @Override
+    public Customer getByCustomerBizId(String customerBizId) {
+        return baseMapper.selectOne(new LambdaQueryWrapper<Customer>().eq(Customer::getCustomerBizId, customerBizId));
+    }
+
+}
+
+
+
+

yd-csf-service/src/main/java/com/yd/csf/service/service/impl/FnaFormServiceImpl.java

+package com.yd.csf.service.service.impl;
+
+import cn.hutool.core.collection.CollUtil;
+import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
+import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
+import com.baomidou.mybatisplus.extension.service.impl.ServiceImpl;
+import com.google.gson.Gson;
+import com.yd.common.exception.BusinessException;
+import com.yd.csf.service.common.ErrorCode;
+import com.yd.csf.service.dao.FnaFormMapper;
+import com.yd.csf.service.dto.FnaFormAddRequest;
+import com.yd.csf.service.dto.FnaFormQueryRequest;
+import com.yd.csf.service.model.FnaForm;
+import com.yd.csf.service.service.FnaFormService;
+import com.yd.csf.service.vo.FnaFormVO;
+import lombok.extern.slf4j.Slf4j;
+import org.apache.commons.lang3.ObjectUtils;
+import org.apache.commons.lang3.StringUtils;
+import org.springframework.beans.BeanUtils;
+import org.springframework.stereotype.Service;
+
+import javax.annotation.Resource;
+import java.util.HashMap;
+import java.util.List;
+import java.util.Map;
+import java.util.Set;
+import java.util.stream.Collectors;
+
+/**
+ * Fna表单服务实现
+ *
+ */
+@Service
+@Slf4j
+public class FnaFormServiceImpl extends ServiceImpl<FnaFormMapper, FnaForm> implements FnaFormService {
+
+//    @Resource
+//    private UserService userService;
+
+    private final static Gson GSON = new Gson();
+
+    /**
+     * 校验数据
+     *
+     * @param fnaForm
+     * @param add      对创建的数据进行校验
+     */
+    @Override
+    public void validFnaForm(FnaForm fnaForm, boolean add) {
+//        ThrowUtils.throwIf(fnaForm == null, ErrorCode.PARAMS_ERROR);
+//        // todo 从对象中取值
+//        String title = fnaForm.getTitle();
+//        // 创建数据时，参数不能为空
+//        if (add) {
+//            // todo 补充校验规则
+//            ThrowUtils.throwIf(StringUtils.isBlank(title), ErrorCode.PARAMS_ERROR);
+//        }
+//        // 修改数据时，有参数则校验
+//        // todo 补充校验规则
+//        if (StringUtils.isNotBlank(title)) {
+//            ThrowUtils.throwIf(title.length() > 80, ErrorCode.PARAMS_ERROR, "标题过长");
+//        }
+    }
+
+    /**
+     * 获取查询条件
+     *
+     * @param fnaFormQueryRequest
+     * @return
+     */
+    @Override
+    public QueryWrapper<FnaForm> getQueryWrapper(FnaFormQueryRequest fnaFormQueryRequest) {
+        QueryWrapper<FnaForm> queryWrapper = new QueryWrapper<>();
+        if (fnaFormQueryRequest == null) {
+            return queryWrapper;
+        }
+        // todo 从对象中取值
+        Long id = fnaFormQueryRequest.getId();
+        Long notId = fnaFormQueryRequest.getNotId();
+        String title = fnaFormQueryRequest.getTitle();
+        String content = fnaFormQueryRequest.getContent();
+        String searchText = fnaFormQueryRequest.getSearchText();
+
+        List<String> tagList = fnaFormQueryRequest.getTags();
+        Long userId = fnaFormQueryRequest.getUserId();
+        // todo 补充需要的查询条件
+        // 从多字段中搜索
+        if (StringUtils.isNotBlank(searchText)) {
+            // 需要拼接查询条件
+            queryWrapper.and(qw -> qw.like("title", searchText).or().like("content", searchText));
+        }
+        // 模糊查询
+        queryWrapper.like(StringUtils.isNotBlank(title), "title", title);
+        queryWrapper.like(StringUtils.isNotBlank(content), "content", content);
+        // JSON 数组查询
+        if (CollUtil.isNotEmpty(tagList)) {
+            for (String tag : tagList) {
+                queryWrapper.like("tags", "\"" + tag + "\"");
+            }
+        }
+        // 精确查询
+        queryWrapper.ne(ObjectUtils.isNotEmpty(notId), "id", notId);
+        queryWrapper.eq(ObjectUtils.isNotEmpty(id), "id", id);
+        queryWrapper.eq(ObjectUtils.isNotEmpty(userId), "userId", userId);
+        // 排序规则
+//        queryWrapper.orderBy(SqlUtils.validSortField(sortField),
+//                sortOrder.equals(CommonConstant.SORT_ORDER_ASC),
+//                sortField);
+        return queryWrapper;
+    }
+
+    /**
+     * 获取Fna表单封装
+     *
+     * @param fnaForm
+     * @return
+     */
+    @Override
+    public FnaFormVO getFnaFormVO(FnaForm fnaForm) {
+        // 对象转封装类
+        FnaFormVO fnaFormVO = FnaFormVO.objToVo(fnaForm);
+
+        // todo 可以根据需要为封装对象补充值，不需要的内容可以删除
+        // region 可选
+
+        // endregion
+
+        return fnaFormVO;
+    }
+
+    /**
+     * 分页获取Fna表单封装
+     *
+     * @param fnaFormPage
+     * @return
+     */
+    @Override
+    public Page<FnaFormVO> getFnaFormVOPage(Page<FnaForm> fnaFormPage) {
+        List<FnaForm> fnaFormList = fnaFormPage.getRecords();
+        Page<FnaFormVO> fnaFormVOPage = new Page<>(fnaFormPage.getCurrent(), fnaFormPage.getSize(), fnaFormPage.getTotal());
+        if (CollUtil.isEmpty(fnaFormList)) {
+            return fnaFormVOPage;
+        }
+        // 对象列表 => 封装对象列表
+        List<FnaFormVO> fnaFormVOList = fnaFormList.stream().map(fnaForm -> {
+            return FnaFormVO.objToVo(fnaForm);
+        }).collect(Collectors.toList());
+
+
+
+        fnaFormVOPage.setRecords(fnaFormVOList);
+        return fnaFormVOPage;
+    }
+
+    @Override
+    public void validFnaFormAdd(FnaFormAddRequest fnaFormAddRequest) {
+        if (fnaFormAddRequest == null) {
+            throw new BusinessException(ErrorCode.PARAMS_ERROR.getCode(), ErrorCode.PARAMS_ERROR.getMessage());
+        }
+    }
+
+    @Override
+    public FnaForm getFnaForm(FnaFormAddRequest fnaFormAddRequest) {
+        FnaForm fnaForm = new FnaForm();
+
+        fnaForm.setCustomerBizId(fnaFormAddRequest.getCustomerBizId());
+        fnaForm.setPersonalData(GSON.toJson(fnaFormAddRequest.getPersonalData()));
+        fnaForm.setFamilyMembers(GSON.toJson(fnaFormAddRequest.getFamilyMembers()));
+        fnaForm.setExistingSecurityOwner(GSON.toJson(fnaFormAddRequest.getExistingSecurityOwner()));
+        fnaForm.setExistingSecurityInsured(GSON.toJson(fnaFormAddRequest.getExistingSecurityInsured()));
+        fnaForm.setMonthlyIncome(fnaFormAddRequest.getMonthlyIncome());
+        fnaForm.setMonthlyExpense(fnaFormAddRequest.getMonthlyExpense());
+        fnaForm.setLiquidAssets(fnaFormAddRequest.getLiquidAssets());
+        fnaForm.setLiquidAssetType(fnaFormAddRequest.getLiquidAssetType());
+        fnaForm.setOwnerAssets(GSON.toJson(fnaFormAddRequest.getOwnerAssets()));
+        fnaForm.setCompanyBusinessData(GSON.toJson(fnaFormAddRequest.getCompanyBusinessData()));
+        fnaForm.setPremiumFundingSource(fnaFormAddRequest.getPremiumFundingSource());
+
+        return fnaForm;
+    }
+
+    @Override
+    public FnaForm getByFnaFormBizId(String fnaFormBizId) {
+        QueryWrapper<FnaForm> queryWrapper = new QueryWrapper<>();
+        queryWrapper.eq("fnaFormBizId", fnaFormBizId);
+        return baseMapper.selectOne(queryWrapper);
+    }
+
+}

yd-csf-service/src/main/java/com/yd/csf/service/service/impl/FnaServiceImpl.java

+package com.yd.csf.service.service.impl;
+
+import cn.hutool.core.collection.CollUtil;
+import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
+import com.baomidou.mybatisplus.core.conditions.update.UpdateWrapper;
+import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
+import com.baomidou.mybatisplus.extension.service.impl.ServiceImpl;
+
+import com.yd.csf.service.dao.FnaMapper;
+import com.yd.csf.service.dto.FnaQueryRequest;
+import com.yd.csf.service.model.Fna;
+import com.yd.csf.service.service.FnaService;
+import com.yd.csf.service.vo.FnaVO;
+import lombok.extern.slf4j.Slf4j;
+import org.apache.commons.lang3.ObjectUtils;
+import org.apache.commons.lang3.StringUtils;
+import org.springframework.stereotype.Service;
+
+import java.util.Date;
+import java.util.HashMap;
+import java.util.List;
+import java.util.Map;
+import java.util.stream.Collectors;
+
+/**
+ * fna服务实现
+ *
+ */
+@Service
+@Slf4j
+public class FnaServiceImpl extends ServiceImpl<FnaMapper, Fna> implements FnaService {
+
+//    @Resource
+//    private UserService userService;
+
+
+    @Override
+    public boolean addFna(Fna fna) {
+        Date date = new Date();
+        fna.setCreateTime(date);
+        fna.setUpdateTime(date);
+        return this.save(fna);
+    }
+
+    /**
+     * 获取查询条件
+     *
+     * @param fnaQueryRequest
+     * @return
+     */
+    @Override
+    public QueryWrapper<Fna> getQueryWrapper(FnaQueryRequest fnaQueryRequest) {
+        QueryWrapper<Fna> queryWrapper = new QueryWrapper<>();
+        if (fnaQueryRequest == null) {
+            return queryWrapper;
+        }
+        // 客户姓名
+        String customerName = fnaQueryRequest.getCustomerName();
+        // 预约编号
+        String appointmentNo = fnaQueryRequest.getAppointmentNo();
+        // 新单编号
+        String policyId = fnaQueryRequest.getPolicyId();
+        // 保单号
+        String policyNo = fnaQueryRequest.getPolicyNo();
+
+        // 客户姓名
+        queryWrapper.like(StringUtils.isNotBlank(customerName), "customer_name", customerName);
+        // 预约编号
+        queryWrapper.like(StringUtils.isNotBlank(appointmentNo), "appointment_no", appointmentNo);
+        // 新单编号
+        queryWrapper.like(StringUtils.isNotBlank(policyId), "policy_id", policyId);
+        // 保单号
+        queryWrapper.like(StringUtils.isNotBlank(policyNo), "policy_no", policyNo);
+
+        // 排序规则
+        queryWrapper.orderByDesc("id");
+        return queryWrapper;
+    }
+
+    /**
+     * 获取fna封装
+     *
+     * @param fna
+     * @return
+     */
+    @Override
+    public FnaVO getFnaVO(Fna fna) {
+        // 对象转封装类
+        FnaVO fnaVO = FnaVO.objToVo(fna);
+
+        // region 可选
+
+        // 1. 关联查询用户信息
+//        Long userId = fna.getUserId();
+//        User user = null;
+//        if (userId != null && userId > 0) {
+//            user = userService.getById(userId);
+//        }
+//        UserVO userVO = userService.getUserVO(user);
+//        fnaVO.setUser(userVO);
+        // 2. 已登录，获取用户点赞、收藏状态
+        long fnaId = fna.getId();
+//        User loginUser = userService.getLoginUserPermitNull(request);
+
+        // endregion
+
+        return fnaVO;
+    }
+
+    /**
+     * 分页获取fna封装
+     *
+     * @param fnaPage
+     * @return
+     */
+    @Override
+    public Page<FnaVO> getFnaVOPage(Page<Fna> fnaPage) {
+        List<Fna> fnaList = fnaPage.getRecords();
+        Page<FnaVO> fnaVOPage = new Page<>(fnaPage.getCurrent(), fnaPage.getSize(), fnaPage.getTotal());
+        if (CollUtil.isEmpty(fnaList)) {
+            return fnaVOPage;
+        }
+        // 对象列表 => 封装对象列表
+        List<FnaVO> fnaVOList = fnaList.stream().map(FnaVO::objToVo).collect(Collectors.toList());
+
+        // region 可选
+        // 1. 关联查询用户信息
+//        Set<Long> userIdSet = fnaList.stream().map(Fna::getUserId).collect(Collectors.toSet());
+//        Map<Long, List<User>> userIdUserListMap = userService.listByIds(userIdSet).stream()
+//                .collect(Collectors.groupingBy(User::getId));
+
+        // 2. 已登录，获取用户点赞、收藏状态
+        Map<Long, Boolean> fnaIdHasThumbMap = new HashMap<>();
+        Map<Long, Boolean> fnaIdHasFavourMap = new HashMap<>();
+//        User loginUser = userService.getLoginUserPermitNull(request);
+
+
+        // 填充信息
+//        fnaVOList.forEach(fnaVO -> {
+//            Long userId = fnaVO.getUserId();
+//            User user = null;
+//            if (userIdUserListMap.containsKey(userId)) {
+//                user = userIdUserListMap.get(userId).get(0);
+//            }
+//            fnaVO.setUser(userService.getUserVO(user));
+//            fnaVO.setHasThumb(fnaIdHasThumbMap.getOrDefault(fnaVO.getId(), false));
+//            fnaVO.setHasFavour(fnaIdHasFavourMap.getOrDefault(fnaVO.getId(), false));
+//        });
+        // endregion
+
+        fnaVOPage.setRecords(fnaVOList);
+        return fnaVOPage;
+    }
+
+    @Override
+    public Fna getByBizId(String fnaBizId) {
+        QueryWrapper<Fna> queryWrapper = new QueryWrapper<>();
+        queryWrapper.eq("fna_biz_id", fnaBizId);
+        return baseMapper.selectOne(queryWrapper);
+    }
+
+    @Override
+    public boolean updateByBizId(Fna fna) {
+        UpdateWrapper<Fna> updateWrapper = new UpdateWrapper<>();
+        updateWrapper.eq("fna_biz_id", fna.getFnaBizId());
+        return baseMapper.update(fna, updateWrapper) > 0;
+    }
+
+}

yd-csf-service/src/main/java/com/yd/csf/service/utils/ValidateUtil.java

+package com.yd.csf.service.utils;
+
+import org.apache.commons.lang3.reflect.FieldUtils;
+
+import java.util.Arrays;
+
+public class ValidateUtil {
+
+    public static boolean isAllFieldsNull(Object obj) {
+        return Arrays.stream(obj.getClass().getDeclaredFields())
+                .allMatch(field -> {
+                    try {
+                        return FieldUtils.readField(field, obj, true) == null;
+                    } catch (IllegalAccessException e) {
+                        return true; // 如果无法访问，视为null
+                    }
+                });
+    }
+}

yd-csf-service/src/main/java/com/yd/csf/service/vo/AddressVO.java

+package com.yd.csf.service.vo;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+import lombok.ToString;
+
+import java.io.Serializable;
+
+@Data
+@ToString
+@Schema(description = "地址 residenceAddress-居住地址、residentialAddress-住宅地址、mailingAddress-邮寄地址、companyAddress-公司地址")
+public class AddressVO implements Serializable {
+
+    @Schema(description = "区域")
+    private String region;
+
+    @Schema(description = "城市（省份+城市）")
+    private String city;
+
+    @Schema(description = "街道")
+    private String street;
+
+    @Schema(description = "详细地址")
+    private String location;
+
+    private static final long serialVersionUID = 1L;
+}

yd-csf-service/src/main/java/com/yd/csf/service/vo/CustomerExpandVO.java

+package com.yd.csf.service.vo;
+
+import com.yd.csf.service.model.CustomerExpand;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+import org.springframework.beans.BeanUtils;
+
+import java.io.Serializable;
+import java.math.BigDecimal;
+
+/**
+ * 客户扩展信息视图
+ *
+ */
+@Data
+@Schema(description = "客户扩展信息")
+public class CustomerExpandVO implements Serializable {
+
+    /**
+     * 客户扩展信息唯一业务ID
+     */
+    @Schema(description = "客户扩展信息唯一业务ID")
+    private String customerExpandBizId;
+
+    /**
+     * 客户信息唯一标识(业务ID)
+     */
+    @Schema(description = "客户信息唯一标识(业务ID)")
+    private String customerBizId;
+
+    /**
+     * 客户类型
+     */
+    @Schema(description = "客户类型")
+    private Object customerType;
+
+    /**
+     * 居住地区代码
+     */
+    @Schema(description = "居住地区代码")
+    private String residenceAreaCode;
+
+    /**
+     * 住宅电话
+     */
+    @Schema(description = "住宅电话")
+    private String residenceTelephone;
+
+    /**
+     * 是否长期出国
+     */
+    @Schema(description = "是否长期出国")
+    private String longtimeAbroad;
+
+    /**
+     * 居住地址
+     */
+    private AddressVO residenceAddress;
+
+    /**
+     * 住宅地址
+     */
+    private AddressVO residentialAddress;
+
+    /**
+     * 邮寄地址
+     */
+    private AddressVO mailingAddress;
+
+    /**
+     * 公司地址
+     */
+    private AddressVO companyAddress;
+
+    /**
+     * 公司名称
+     */
+    @Schema(description = "公司名称")
+    private String companyName;
+
+    /**
+     * 公司地区代码
+     */
+    @Schema(description = "公司地区代码")
+    private String companyAreaCode;
+
+    /**
+     * 公司电话
+     */
+    @Schema(description = "公司电话")
+    private String companyTelephone;
+
+    /**
+     * 职位
+     */
+    @Schema(description = "职位")
+    private String position;
+
+    /**
+     * 工作年限
+     */
+    @Schema(description = "工作年限")
+    private String workYear;
+
+    /**
+     * 薪资
+     */
+    @Schema(description = "薪资")
+    private BigDecimal salary;
+
+    /**
+     * 通用备注
+     */
+    private String remark;
+
+
+    /**
+     * 封装类转对象
+     *
+     * @param customerExpandVO
+     * @return
+     */
+    public static CustomerExpand voToObj(CustomerExpandVO customerExpandVO) {
+        if (customerExpandVO == null) {
+            return null;
+        }
+        CustomerExpand customerExpand = new CustomerExpand();
+        BeanUtils.copyProperties(customerExpandVO, customerExpand);
+
+        return customerExpand;
+    }
+
+    /**
+     * 对象转封装类
+     *
+     * @param customerExpand
+     * @return
+     */
+    public static CustomerExpandVO objToVo(CustomerExpand customerExpand) {
+        if (customerExpand == null) {
+            return null;
+        }
+        CustomerExpandVO customerExpandVO = new CustomerExpandVO();
+        BeanUtils.copyProperties(customerExpand, customerExpandVO);
+
+        return customerExpandVO;
+    }
+}

yd-csf-service/src/main/java/com/yd/csf/service/vo/CustomerVO.java

+package com.yd.csf.service.vo;
+
+import com.yd.csf.service.model.Customer;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+import org.springframework.beans.BeanUtils;
+
+import java.io.Serializable;
+import java.util.Date;
+
+/**
+ * customer视图
+ *
+ */
+@Data
+public class CustomerVO implements Serializable {
+
+    /**
+     * id
+     */
+    @Schema(description = "id")
+    private Long id;
+
+    /**
+     * 客户唯一业务ID
+     */
+    @Schema(description = "客户业务ID")
+    private String customerBizId;
+
+    /**
+     * 自定义代码
+     */
+    @Schema(description = "客户自定义代码")
+    private String customCode;
+
+    /**
+     * 姓氏
+     */
+    @Schema(description = "客户姓氏")
+    private String lastName;
+
+    /**
+     * 名字
+     */
+    @Schema(description = "客户名字")
+    private String firstName;
+
+    /**
+     * 姓名
+     */
+    @Schema(description = "客户姓名")
+    private String name;
+
+    /**
+     * 姓氏拼音
+     */
+    @Schema(description = "客户姓氏拼音")
+    private String lastNamePinyin;
+
+    /**
+     * 名字拼音
+     */
+    @Schema(description = "客户名字拼音")
+    private String firstNamePinyin;
+
+    /**
+     * 拼音全称
+     */
+    @Schema(description = "客户拼音全称")
+    private String pinyin;
+
+    /**
+     * 称谓
+     */
+    @Schema(description = "客户称谓")
+    private String title;
+
+    /**
+     * 性别
+     */
+    @Schema(description = "性别")
+    private Object gender;
+
+    /**
+     * 出生日期
+     */
+    @Schema(description = "出生日期")
+    private String birthdate;
+
+    /**
+     * 异常信息
+     */
+    @Schema(description = "异常信息")
+    private String abnormal;
+
+    /**
+     * 年龄
+     */
+    @Schema(description = "年龄")
+    private String age;
+
+    /**
+     * 地区代码
+     */
+    @Schema(description = "地区代码")
+    private String areaCode;
+
+    /**
+     * 电话号码
+     */
+    @Schema(description = "客户电话号码")
+    private String phone;
+
+    /**
+     * 电子邮箱
+     */
+    @Schema(description = "客户电子邮箱")
+    private String email;
+
+    /**
+     * 是否吸烟
+     */
+    @Schema(description = "是否吸烟 'NS'-不吸烟 'S'-吸烟 ")
+    private String smoke;
+
+    /**
+     * 吸烟数量
+     */
+    @Schema(description = "吸烟数量")
+    private String smokeQuantity;
+
+    /**
+     * 公司类型
+     */
+    @Schema(description = "公司类型")
+    private String companyType;
+
+    /**
+     * 来源
+     */
+    @Schema(description = "客户来源")
+    private String source;
+
+    /**
+     * 证件类型
+     */
+    @Schema(description = "证件类型")
+    private String idType;
+
+    /**
+     * 证件号码
+     */
+    @Schema(description = "证件号码")
+    private String idCard;
+
+    /**
+     * 护照号
+     */
+    @Schema(description = "护照号")
+    private String passport;
+
+    /**
+     * 往来港澳通行证号码
+     */
+    @Schema(description = "往来港澳通行证号码")
+    private String eepCode;
+
+    /**
+     * 婚姻状况
+     */
+    @Schema(description = "婚姻状况")
+    private Object marriage;
+
+    /**
+     * 出生地
+     */
+    @Schema(description = "出生地")
+    private String birthplace;
+
+    /**
+     * 教育程度
+     */
+    @Schema(description = "教育程度")
+    private Object education;
+
+    /**
+     * 签单用户扩展唯一业务ID
+     */
+    @Schema(description = "客户扩展信息ID")
+    private String customerExpandBizId;
+
+    /**
+     * 国家
+     */
+    @Schema(description = "国家")
+    private String country;
+
+    /**
+     * 创建时间
+     */
+    @Schema(description = "创建时间")
+    private Date createTime;
+
+    /**
+     * 客户扩展信息
+     */
+    private CustomerExpandVO customerExpand;
+
+    /**
+     * 封装类转对象
+     *
+     * @param customerVO
+     * @return
+     */
+    public static Customer voToObj(CustomerVO customerVO) {
+        if (customerVO == null) {
+            return null;
+        }
+        Customer customer = new Customer();
+        BeanUtils.copyProperties(customerVO, customer);
+
+        return customer;
+    }
+
+    /**
+     * 对象转封装类
+     *
+     * @param customer
+     * @return
+     */
+    public static CustomerVO objToVo(Customer customer) {
+        if (customer == null) {
+            return null;
+        }
+        CustomerVO customerVO = new CustomerVO();
+        BeanUtils.copyProperties(customer, customerVO);
+
+        return customerVO;
+    }
+}

yd-csf-service/src/main/java/com/yd/csf/service/vo/FnaFormVO.java

+package com.yd.csf.service.vo;
+
+import cn.hutool.json.JSONUtil;
+
+import com.yd.csf.service.model.FnaForm;
+import lombok.Data;
+import org.springframework.beans.BeanUtils;
+
+import java.io.Serializable;
+import java.util.Date;
+import java.util.List;
+
+/**
+ * Fna表单视图
+ *
+ */
+@Data
+public class FnaFormVO implements Serializable {
+
+    /**
+     * id
+     */
+    private Long id;
+
+    /**
+     * 标题
+     */
+    private String title;
+
+    /**
+     * 内容
+     */
+    private String content;
+
+    /**
+     * 创建用户 id
+     */
+    private Long userId;
+
+    /**
+     * 创建时间
+     */
+    private Date createTime;
+
+    /**
+     * 更新时间
+     */
+    private Date updateTime;
+
+    /**
+     * 标签列表
+     */
+    private List<String> tagList;
+
+
+    /**
+     * 封装类转对象
+     *
+     * @param fnaFormVO
+     * @return
+     */
+    public static FnaForm voToObj(FnaFormVO fnaFormVO) {
+        if (fnaFormVO == null) {
+            return null;
+        }
+        FnaForm fnaForm = new FnaForm();
+        BeanUtils.copyProperties(fnaFormVO, fnaForm);
+        List<String> tagList = fnaFormVO.getTagList();
+
+        return fnaForm;
+    }
+
+    /**
+     * 对象转封装类
+     *
+     * @param fnaForm
+     * @return
+     */
+    public static FnaFormVO objToVo(FnaForm fnaForm) {
+        if (fnaForm == null) {
+            return null;
+        }
+        FnaFormVO fnaFormVO = new FnaFormVO();
+        BeanUtils.copyProperties(fnaForm, fnaFormVO);
+
+        return fnaFormVO;
+    }
+}

yd-csf-service/src/main/java/com/yd/csf/service/vo/FnaVO.java

+package com.yd.csf.service.vo;
+
+import com.yd.csf.service.model.Fna;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+import org.springframework.beans.BeanUtils;
+
+import java.io.Serializable;
+import java.util.Date;
+import java.util.List;
+
+/**
+ * fna视图
+ *
+ */
+@Data
+public class FnaVO implements Serializable {
+
+    /**
+     * id
+     */
+    @Schema(description = "id")
+    private Long id;
+
+    /**
+     * fna唯一业务ID
+     */
+    @Schema(description = "fna业务ID")
+    private String fnaBizId;
+
+    /**
+     * 财富需要分析编号
+     */
+    @Schema(description = "财富需要分析编号")
+    private Long fnaNo;
+
+    /**
+     * 系统用户唯一业务ID
+     */
+    @Schema(description = "系统用户唯一业务ID")
+    private String userBizId;
+
+    /**
+     * 客户姓名
+     */
+    @Schema(description = "客户姓名")
+    private String customerName;
+
+    /**
+     * 客户唯一业务ID
+     */
+    @Schema(description = "客户唯一业务ID")
+    private String customerBizId;
+
+    /**
+     * Fna表单唯一业务ID
+     */
+    @Schema(description = "Fna表单唯一业务ID")
+    private String fnaFormBizId;
+
+    /**
+     * 预约编号
+     */
+    @Schema(description = "预约编号")
+    private String appointmentNo;
+
+    /**
+     * 预约信息主表唯一业务ID
+     */
+    @Schema(description = "预约信息主表唯一业务ID")
+    private String appointmentBizId;
+
+    /**
+     * 新单跟进ID
+     */
+    @Schema(description = "新单跟进ID")
+    private String policyId;
+
+    /**
+     * 保单编号
+     */
+    @Schema(description = "保单编号")
+    private String policyNo;
+
+    /**
+     * FNA 状态
+     */
+    @Schema(description = "FNA 状态 'UNCOMPLETED'-未完成, 'COMPLETED'-已完成")
+    private Object status;
+
+    /**
+     * 产品代码
+     */
+    @Schema(description = "产品代码")
+    private String productCode;
+
+    /**
+     * 产品名称
+     */
+    @Schema(description = "产品名称")
+    private String productName;
+
+    /**
+     * 相关URL
+     */
+    @Schema(description = "相关URL")
+    private String url;
+
+    /**
+     * 是否可编辑: 0-否, 1-是
+     */
+    @Schema(description = "是否可编辑: '0'-否, '1'-是")
+    private String edit;
+
+    /**
+     * 通用备注
+     */
+    @Schema(description = "通用备注")
+    private String remark;
+
+    /**
+     * 删除标识: 0-正常, 1-删除
+     */
+    @Schema(description = "删除标识: '0'-正常, '1'-删除")
+    private String isDeleted;
+
+    /**
+     * 创建时间
+     */
+    @Schema(description = "创建时间")
+    private Date createTime;
+
+    /**
+     * 封装类转对象
+     *
+     * @param fnaVO
+     * @return
+     */
+    public static Fna voToObj(FnaVO fnaVO) {
+        if (fnaVO == null) {
+            return null;
+        }
+        Fna fna = new Fna();
+        BeanUtils.copyProperties(fnaVO, fna);
+
+        return fna;
+    }
+
+    /**
+     * 对象转封装类
+     *
+     * @param fna
+     * @return
+     */
+    public static FnaVO objToVo(Fna fna) {
+        if (fna == null) {
+            return null;
+        }
+        FnaVO fnaVO = new FnaVO();
+        BeanUtils.copyProperties(fna, fnaVO);
+
+        return fnaVO;
+    }
+}

yd-csf-service/src/main/resources/mappers/CustomerExpandMapper.xml

+<?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.yd.csf.service.dao.CustomerExpandMapper">
+
+    <resultMap id="BaseResultMap" type="com.yd.csf.service.model.CustomerExpand">
+            <id property="id" column="id" />
+            <result property="customerExpandBizId" column="customer_expand_biz_id" />
+            <result property="customerBizId" column="customer_biz_id" />
+            <result property="customerType" column="customer_type" />
+            <result property="residenceAreaCode" column="residence_area_code" />
+            <result property="residenceTelephone" column="residence_telephone" />
+            <result property="longtimeAbroad" column="longtime_abroad" />
+            <result property="residenceAddress" column="residence_address" />
+            <result property="residentialAddress" column="residential_address" />
+            <result property="mailingAddress" column="mailing_address" />
+            <result property="companyAddress" column="company_address" />
+            <result property="companyName" column="company_name" />
+            <result property="companyAreaCode" column="company_area_code" />
+            <result property="companyTelephone" column="company_telephone" />
+            <result property="position" column="position" />
+            <result property="workYear" column="work_year" />
+            <result property="salary" column="salary" />
+            <result property="remark" column="remark" />
+            <result property="isDeleted" column="is_deleted" />
+            <result property="creatorId" column="creator_id" />
+            <result property="updaterId" column="updater_id" />
+            <result property="createTime" column="create_time" />
+            <result property="updateTime" column="update_time" />
+    </resultMap>
+
+    <sql id="Base_Column_List">
+        id,customer_expand_biz_id,customer_biz_id,customer_type,residence_area_code,residence_telephone,
+        longtime_abroad,residence_address,residential_address,mailing_address,company_address,
+        company_name,company_area_code,company_telephone,position,work_year,
+        salary,remark,is_deleted,creator_id,updater_id,
+        create_time,update_time
+    </sql>
+</mapper>

yd-csf-service/src/main/resources/mappers/CustomerMapper.xml

+<?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.yd.csf.service.dao.CustomerMapper">
+
+    <resultMap id="BaseResultMap" type="com.yd.csf.service.model.Customer">
+            <id property="id" column="id" />
+            <result property="customerBizId" column="customer_biz_id" />
+            <result property="customCode" column="custom_code" />
+            <result property="lastName" column="last_name" />
+            <result property="firstName" column="first_name" />
+            <result property="name" column="name" />
+            <result property="lastNamePinyin" column="last_name_pinyin" />
+            <result property="firstNamePinyin" column="first_name_pinyin" />
+            <result property="pinyin" column="pinyin" />
+            <result property="title" column="title" />
+            <result property="gender" column="gender" />
+            <result property="birthdate" column="birthdate" />
+            <result property="abnormal" column="abnormal" />
+            <result property="age" column="age" />
+            <result property="areaCode" column="area_code" />
+            <result property="phone" column="phone" />
+            <result property="email" column="email" />
+            <result property="smoke" column="smoke" />
+            <result property="smokeQuantity" column="smoke_quantity" />
+            <result property="companyType" column="company_type" />
+            <result property="source" column="source" />
+            <result property="idType" column="id_type" />
+            <result property="idCard" column="id_card" />
+            <result property="passport" column="passport" />
+            <result property="eepCode" column="eep_code" />
+            <result property="marriage" column="marriage" />
+            <result property="birthplace" column="birthplace" />
+            <result property="education" column="education" />
+            <result property="customerExpandBizId" column="customer_expand_biz_id" />
+            <result property="country" column="country" />
+            <result property="remark" column="remark" />
+            <result property="isDeleted" column="is_deleted" />
+            <result property="creatorId" column="creator_id" />
+            <result property="updaterId" column="updater_id" />
+            <result property="createTime" column="create_time" />
+            <result property="updateTime" column="update_time" />
+    </resultMap>
+
+    <sql id="Base_Column_List">
+        id,customer_biz_id,custom_code,last_name,first_name,name,
+        last_name_pinyin,first_name_pinyin,pinyin,title,gender,
+        birthdate,abnormal,age,area_code,
+        phone,email,smoke,smoke_quantity,company_type,
+        source,id_type,id_card,passport,eep_code,
+        marriage,birthplace,education,customer_expand_biz_id,country,
+        remark,is_deleted,creator_id,updater_id,create_time,
+        update_time
+    </sql>
+</mapper>

yd-csf-service/src/main/resources/mappers/FnaMapper.xml

+<?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.yd.csf.service.dao.FnaMapper">
+
+    <resultMap id="BaseResultMap" type="com.yd.csf.service.model.Fna">
+            <id property="id" column="id" />
+            <result property="fnaBizId" column="fna_biz_id" />
+            <result property="fnaNo" column="fna_no" />
+            <result property="userBizId" column="user_biz_id" />
+            <result property="customerBizId" column="customer_biz_id" />
+            <result property="appointmentNo" column="appointment_no" />
+            <result property="appointmentBizId" column="appointment_biz_id" />
+            <result property="bookingStatusTip" column="booking_status_tip" />
+            <result property="underwritingNo" column="underwriting_no" />
+            <result property="policyId" column="policy_id" />
+            <result property="policyNo" column="policy_no" />
+            <result property="status" column="status" />
+            <result property="productCode" column="product_code" />
+            <result property="productName" column="product_name" />
+            <result property="url" column="url" />
+            <result property="edit" column="edit" />
+            <result property="remark" column="remark" />
+            <result property="isDeleted" column="is_deleted" />
+            <result property="creatorId" column="creator_id" />
+            <result property="updaterId" column="updater_id" />
+            <result property="createTime" column="create_time" />
+            <result property="updateTime" column="update_time" />
+    </resultMap>
+
+    <sql id="Base_Column_List">
+        id,fna_biz_id,fna_no,user_biz_id,customer_biz_id,appointment_no,
+        appointment_biz_id,booking_status_tip,underwriting_no,policy_id,policy_no,
+        status,product_code,product_name,url,edit,
+        remark,is_deleted,creator_id,updater_id,create_time,
+        update_time
+    </sql>
+</mapper>