Merge branch 'master' into hlx

commons/pom.xml

@@ -104,6 +104,16 @@
             <version>2.0.1.Final</version>
             <scope>compile</scope>
         </dependency>
+        <dependency>
+            <groupId>commons-httpclient</groupId>
+            <artifactId>commons-httpclient</artifactId>
+            <version>3.1</version>
+            <scope>compile</scope>
+        </dependency>
+        <dependency>
+            <groupId>io.netty</groupId>
+            <artifactId>netty-codec-http</artifactId>
+        </dependency>
     </dependencies>
     <build>
         <plugins>

commons/src/main/java/com/jzg/commons/constants/report/enums/SearchKeyCodeEnum.java

@@ -0,0 +1,52 @@
+package com.jzg.commons.constants.report.enums;
+
+import lombok.AllArgsConstructor;
+import lombok.Getter;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/17 9:10
+ *  @Description:  数据报表查询key的枚举
+ */
+@AllArgsConstructor
+@Getter
+public enum SearchKeyCodeEnum {
+
+    SEARCHKEY_COMPANYID("companyId", "保险公司",""),
+    SEARCHKEY_PARTNERCOMPANYIDS("partnerCompanyIds", "合作保险公司",""),
+    SEARCHKEY_ORGIDS("orgIds", "出单机构",""),
+    SEARCHKEY_MANAGEID("manageIds", "管理人",""),
+    SEARCHKEY_ORDERTYPES("orderTypes", "订单类型","report_order_type"),
+    SEARCHKEY_RISKTYPES("riskTypes", "险种","report_risk_code"),
+    SEARCHKEY_AGREETYPES("agreeTypes", "协议类型","report_agree_type"),
+    SEARCHKEY_SALESMANTYPES("salesmanTypes", "业务员类型","report_salesman_type"),
+    SEARCHKEY_AREACODES("areaCodes", "所在地区",""),
+    SEARCHKEY_ORDERSOURCE("orderSource", "报价来源","report_order_source"),
+    SEARCHKEY_ORDERSTATUS("orderStatus", "订单状态","report_order_status"),
+    SEARCHKEY_ORDERCHECKSTATUS("orderCheckStatus", "订单审核状态","report_order_check_status"),
+    SEARCHKEY_PRODUCTTYPE("productType", "保险产品","report_product_type");
+
+    // 编号
+    private final String code;
+    // 说明
+    private final String desc;
+
+    // 字典编码
+    private final String distCode;
+
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/17 10:05
+     *  @Description: 获取对象
+     */
+    public static SearchKeyCodeEnum getSearchKeyCode(String code) {
+        for (SearchKeyCodeEnum searchKeyCode : SearchKeyCodeEnum.values()) {
+            if (searchKeyCode.getCode().equals(code)) {
+                return searchKeyCode;
+            }
+        }
+        return null;
+    }
+}

commons/src/main/java/com/jzg/commons/core/base/PageRequest.java

@@ -1,5 +1,6 @@
 package com.jzg.commons.core.base;
 
+import com.alibaba.excel.annotation.ExcelIgnore;
 import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
 import lombok.Data;
 
@@ -9,10 +10,12 @@ public class PageRequest {
     /**
      * 当前页码
      */
+    @ExcelIgnore
     private int pages = 1;
     /**
      * 每页数量
      */
+    @ExcelIgnore
     private int size = 10;
 
 

commons/src/main/java/com/jzg/commons/entity/dto/AgreementAddParam.java

@@ -55,6 +55,10 @@ public class AgreementAddParam {
     @NotNull(message = "请选择保险公司")
     private String companyId;
 
+    @Schema(description = "合作-保险公司id")
+    @NotNull(message = "请选择合作保险公司")
+    private String partnerCompanyId;
+
     @Schema(description = "协议类型 1-平台协议-平台结算 2-私有协议-自行结算 3-网销协议-自行结算")
     @NotNull(message = "请选择协议类型")
     private Integer agreementType;

commons/src/main/java/com/jzg/commons/entity/dto/AgreementEditParam.java

@@ -61,6 +61,10 @@ public class AgreementEditParam {
     @NotNull(message = "请选择保险公司")
     private String companyId;
 
+    @Schema(description = "合作-保险公司id")
+    @NotNull(message = "请选择合作保险公司")
+    private String partnerCompanyId;
+
     @Schema(description = "协议类型 1-平台协议-平台结算 2-私有协议-自行结算 3-网销协议-自行结算")
     @NotNull(message = "请选择协议类型")
     private Integer agreementType;

commons/src/main/java/com/jzg/commons/entity/enums/HttpConstants.java

@@ -0,0 +1,101 @@
+package com.jzg.commons.entity.enums;
+
+/**
+ * @author quchen
+ * @date 2025/9/12 14:39
+ */
+
+public class HttpConstants {
+    /** ws请求匹配头 */
+    public static final String DEFAULT_FILTER_PATH = "/ws/";
+
+    /** ws请求端口偏移 */
+    public static final int WS_PORT = 10;
+
+    /** 字符集 */
+    public enum Character {
+
+        UTF8("UTF-8", "UTF-8"), GBK("GBK", "GBK");
+
+        private final String code;
+        private final String info;
+
+        Character(String code, String info) {
+            this.code = code;
+            this.info = info;
+        }
+
+        public String getCode() {
+            return code;
+        }
+
+        public String getInfo() {
+            return info;
+        }
+    }
+
+    /** 请求类型 */
+    public enum Type {
+
+        LOOKUP_RMI("rmi:", "RMI 远程方法调用"),
+        LOOKUP_LDAP("ldap:", "LDAP 远程方法调用"),
+        LOOKUP_LDAPS("ldaps:", "LDAPS 远程方法调用"),
+        HTTP("http://", "http请求"),
+        HTTPS("https://", "https请求"),
+        WS("ws://", "ws请求"),
+        WSS("wss://", "wss请求");
+
+        private final String code;
+        private final String info;
+
+        Type(String code, String info) {
+            this.code = code;
+            this.info = info;
+        }
+
+        public String getCode() {
+            return code;
+        }
+
+        public String getInfo() {
+            return info;
+        }
+    }
+
+    /** 返回状态码 */
+    public enum Status {
+
+        SUCCESS(200, "操作成功"),
+        CREATED(201, "对象创建成功"),
+        ACCEPTED(202, "请求已经被接受"),
+        NO_CONTENT(204, "操作已经执行成功，但是没有返回数据"),
+        MOVED_PERM(301, "资源已被移除"),
+        SEE_OTHER(303, "重定向"),
+        NOT_MODIFIED(304, "资源没有被修改"),
+        BAD_REQUEST(400, "参数列表错误（缺少，格式不匹配）"),
+        UNAUTHORIZED(401, "未授权"),
+        FORBIDDEN(403, "访问受限，授权过期"),
+        NOT_FOUND(404, "资源，服务未找到"),
+        BAD_METHOD(405, "不允许的http方法"),
+        CONFLICT(409, "资源冲突，或者资源被锁"),
+        UNSUPPORTED_TYPE(415, "不支持的数据，媒体类型"),
+        ERROR(500, "系统内部错误"),
+        NOT_IMPLEMENTED(501, "接口未实现");
+
+        private final int code;
+        private final String info;
+
+        Status(int code, String info) {
+            this.code = code;
+            this.info = info;
+        }
+
+        public int getCode() {
+            return code;
+        }
+
+        public String getInfo() {
+            return info;
+        }
+    }
+}

commons/src/main/java/com/jzg/commons/entity/finance/dto/CompanySuperviseSettlementReportDto.java

@@ -0,0 +1,47 @@
+package com.jzg.commons.entity.finance.dto;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.util.List;
+
+/**
+ * @author quchen
+ * @date 2025/7/31 17:53
+ */
+
+@Data
+public class CompanySuperviseSettlementReportDto {
+    @Schema(description = "保险公司Id")
+    private String companyId;
+
+    @Schema(description = "保险公司")
+    private String companyName;
+
+    @Schema(description = "累计应收手续费")
+    private String totalReceivable;
+
+    @Schema(description = "累计应收跟单费")
+    private String totalFollowFee;
+
+    @Schema(description = "应收手续费")
+    private String superviseFee;
+
+    @Schema(description = "应收跟单费")
+    private String followFee;
+
+    @Schema(description = "已开票金额")
+    private String invoicedAmount;
+
+    @Schema(description = "已结算金额")
+    private String settledAmount;
+
+    @Schema(description = "未开票金额")
+    private String unInvoicedAmount;
+
+    @Schema(description = "未结算金额")
+    private String unSettledAmount;
+
+    @Schema(description = "子保险公司数据")
+    private List<CompanySuperviseSettlementReportDto> children;
+}

commons/src/main/java/com/jzg/commons/entity/finance/dto/ExportOtherExcelDto.java

@@ -0,0 +1,113 @@
+package com.jzg.commons.entity.finance.dto;
+
+import com.alibaba.excel.annotation.ExcelProperty;
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.time.LocalDateTime;
+
+/**
+ * @author quchen
+ * @date 2025/7/29 10:07
+ */
+
+@Data
+public class ExportOtherExcelDto {
+    @Schema(description = "签单时间")
+    @ExcelProperty(value = "签单时间")
+    private String signingTime;
+
+    @Schema(description = "订单号")
+    @ExcelProperty(value = "订单号")
+    private String orderNo;
+
+    @Schema(description = "保司名称")
+    @ExcelProperty(value = "保司名称")
+    private String companyName;
+
+    @Schema(description = "出单机构")
+    @ExcelProperty(value = "出单机构")
+    private String deptName;
+
+    @Schema(description = "出单协议")
+    @ExcelProperty(value = "出单协议")
+    private String agreementName;
+
+    @Schema(description = "订单类型")
+    @ExcelProperty(value = "订单类型")
+    private String entryStatus;
+
+    @Schema(description = "车牌号")
+    @ExcelProperty(value = "车牌号")
+    private String licenseNo;
+
+    @Schema(description = "应收跟单费")
+    @ExcelProperty(value = "应收跟单费")
+    private String receivableAmount;
+
+    @Schema(description = "险种")
+    @ExcelProperty(value = "险种")
+    private String productName;
+
+    @Schema(description = "被保人")
+    @ExcelProperty(value = "被保人")
+    private String insuredPerson;
+
+    @Schema(description = "交强保单号")
+    @ExcelProperty(value = "交强保单号")
+    private String jqPolicyNo;
+
+    @Schema(description = "交强保费")
+    @ExcelProperty(value = "交强保费")
+    private String jqPremium;
+
+    @Schema(description = "交强险不含税保费")
+    @ExcelProperty(value = "交强险不含税保费")
+    private String jqPremiumNoTax;
+
+    @Schema(description = "交强跟单费比例")
+    @ExcelProperty(value = "交强跟单费比例")
+    private String jqSuperviseCostsProportion;
+
+    @Schema(description = "交强起保日期")
+    @ExcelProperty(value = "交强起保日期")
+    private String jqStartDate;
+
+    @Schema(description = "商业保单号")
+    @ExcelProperty(value = "商业保单号")
+    private String syPolicyNo;
+
+    @Schema(description = "商业保费")
+    @ExcelProperty(value = "商业保费")
+    private String syPremium;
+
+    @Schema(description = "商业险不含税保费")
+    @ExcelProperty(value = "商业险不含税保费")
+    private String syPremiumNoTax;
+
+    @Schema(description = "商业跟单费比例")
+    @ExcelProperty(value = "商业跟单费比例")
+    private String sySuperviseCostsProportion;
+
+    @Schema(description = "商业起保日期")
+    @ExcelProperty(value = "商业起保日期")
+    private String syStartDate;
+
+    @Schema(description = "车船税")
+    @ExcelProperty(value = "车船税")
+    private String taxPremium;
+
+    @Schema(description = "创建时间")
+    @ExcelProperty(value = "创建时间")
+    @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
+    private LocalDateTime createTime;
+
+    @Schema(description = "创建人")
+    @ExcelProperty(value = "创建人")
+    private String createBy;
+
+    @Schema(description = "对接人")
+    @ExcelProperty(value = "对接人")
+    private String contactPerson;
+}

commons/src/main/java/com/jzg/commons/entity/finance/dto/ExportOtherJyExcelDto.java

@@ -0,0 +1,83 @@
+package com.jzg.commons.entity.finance.dto;
+
+import com.alibaba.excel.annotation.ExcelProperty;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.time.LocalDateTime;
+
+/**
+ * @author quchen
+ * @date 2025/7/29 16:16
+ */
+
+@Data
+public class ExportOtherJyExcelDto {
+    @Schema(description = "签单时间")
+    @ExcelProperty(value = "签单时间")
+    private String signingTime;
+
+    @Schema(description = "订单号")
+    @ExcelProperty(value = "订单号")
+    private String orderNo;
+
+    @Schema(description = "保司名称")
+    @ExcelProperty(value = "保司名称")
+    private String companyName;
+
+    @Schema(description = "出单机构")
+    @ExcelProperty(value = "出单机构")
+    private String deptName;
+
+    @Schema(description = "出单协议")
+    @ExcelProperty(value = "出单协议")
+    private String agreementName;
+
+    @Schema(description = "订单类型")
+    @ExcelProperty(value = "订单类型")
+    private String entryStatus;
+
+    @Schema(description = "车牌号")
+    @ExcelProperty(value = "车牌号")
+    private String licenseNo;
+
+    @Schema(description = "应收跟单费")
+    @ExcelProperty(value = "应收跟单费")
+    private String receivableAmount;
+
+    @Schema(description = "险种")
+    @ExcelProperty(value = "险种")
+    private String productName;
+
+    @Schema(description = "被保人")
+    @ExcelProperty(value = "被保人")
+    private String insuredPerson;
+
+    @Schema(description = "非车保单号")
+    @ExcelProperty(value = "非车保单号")
+    private String jqPolicyNo;
+
+    @Schema(description = "非车保费")
+    @ExcelProperty(value = "非车保费")
+    private String jqPremium;
+
+    @Schema(description = "非车险不含税保费")
+    @ExcelProperty(value = "非车险不含税保费")
+    private String jqPremiumNoTax;
+
+    @Schema(description = "非车跟单费比例")
+    @ExcelProperty(value = "非车跟单费比例")
+    private String jqSuperviseCostsProportion;
+
+    @Schema(description = "交强起保日期")
+    @ExcelProperty(value = "交强起保日期")
+    private String jqStartDate;
+
+    @Schema(description = "商业起保日期")
+    @ExcelProperty(value = "商业起保日期")
+    private String syStartDate;
+
+    @Schema(description = "创建时间")
+    @ExcelProperty(value = "创建时间")
+    private LocalDateTime createTime;
+}

commons/src/main/java/com/jzg/commons/entity/finance/dto/ExportOtherSettlementDetailExcelDto.java

@@ -0,0 +1,95 @@
+package com.jzg.commons.entity.finance.dto;
+
+import com.alibaba.excel.annotation.ExcelProperty;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.time.LocalDateTime;
+
+/**
+ * @author quchen
+ * @date 2025/7/30 15:28
+ */
+
+@Data
+public class ExportOtherSettlementDetailExcelDto {
+    @Schema(description = "结算记录编号")
+    @ExcelProperty("结算记录编号")
+    private String settlementId;
+
+    @Schema(description = "开票记录编号")
+    @ExcelProperty("开票记录编号")
+    private String invoiceId;
+
+    @Schema(description = "保险公司")
+    @ExcelProperty(value = "保险公司")
+    private String companyName;
+
+    @Schema(description = "开票方")
+    @ExcelProperty(value = "开票方")
+    private String invoiceParty;
+
+    @Schema(description = "签单时间")
+    @ExcelProperty(value = "签单时间")
+    private String signingTime;
+
+    @Schema(description = "状态")
+    @ExcelProperty(value = "状态")
+    private String status;
+
+    @Schema(description = "车牌号")
+    @ExcelProperty(value = "车牌号")
+    private String licenseNo;
+
+    @Schema(description = "险种")
+    @ExcelProperty(value = "险种")
+    private String productName;
+
+    @Schema(description = "应收跟单费")
+    @ExcelProperty(value = "应收跟单费")
+    private String receivableOtherCosts;
+
+    @Schema(description = "交强保单号")
+    @ExcelProperty(value = "交强保单号")
+    private String jqPolicyNo;
+
+    @Schema(description = "交强保费")
+    @ExcelProperty(value = "交强保费")
+    private String jqPremium;
+
+    @Schema(description = "交强跟单费比例")
+    @ExcelProperty(value = "交强跟单费比例")
+    private String jqOtherCostsProportion;
+
+    @Schema(description = "商业保单号")
+    @ExcelProperty(value = "商业保单号")
+    private String syPolicyNo;
+
+    @Schema(description = "商业保费")
+    @ExcelProperty(value = "商业保费")
+    private String syPremium;
+
+    @Schema(description = "商业跟单费比例")
+    @ExcelProperty(value = "商业跟单费比例")
+    private String syOtherCostsProportion;
+
+    @Schema(description = "车船税")
+    @ExcelProperty(value = "车船税")
+    private String taxPremium;
+
+    @Schema(description = "开票人")
+    @ExcelProperty(value = "开票人")
+    private String invoicePerson;
+
+    @Schema(description = "开票时间")
+    @ExcelProperty(value = "开票时间")
+    private LocalDateTime invoiceTime;
+
+    @Schema(description = "结算人")
+    @ExcelProperty(value = "结算人")
+    private String settlementPerson;
+
+    @Schema(description = "结算时间")
+    @ExcelProperty(value = "结算时间")
+    private LocalDateTime settlementTime;
+}

commons/src/main/java/com/jzg/commons/entity/finance/dto/ExportOtherSettlementDetailJyExcelDto.java

@@ -0,0 +1,84 @@
+package com.jzg.commons.entity.finance.dto;
+
+import com.alibaba.excel.annotation.ExcelProperty;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.time.LocalDateTime;
+
+/**
+ * @author quchen
+ * @date 2025/7/30 15:29
+ */
+
+@Data
+public class ExportOtherSettlementDetailJyExcelDto {
+    @Schema(description = "开票记录编号")
+    @ExcelProperty(value = "开票记录编号")
+    private String invoiceId;
+
+    @Schema(description = "结算记录编号")
+    @ExcelProperty(value = "结算记录编号")
+    private String settlementId;
+
+    @Schema(description = "保险公司")
+    @ExcelProperty(value = "保险公司")
+    private String companyName;
+
+    @Schema(description = "开票方")
+    @ExcelProperty(value = "开票方")
+    private String invoiceParty;
+
+    @Schema(description = "签单时间")
+    @ExcelProperty(value = "签单时间")
+    private String signingTime;
+
+    @Schema(description = "状态")
+    @ExcelProperty(value = "状态")
+    private String status;
+
+    @Schema(description = "车牌号")
+    @ExcelProperty(value = "车牌号")
+    private String licenseNo;
+
+    @Schema(description = "险种")
+    @ExcelProperty(value = "险种")
+    private String productName;
+
+    @Schema(description = "应收跟单费")
+    @ExcelProperty(value = "应收跟单费")
+    private String receivableSuperviseCosts;
+
+    @Schema(description = "非车保单号")
+    @ExcelProperty(value = "非车保单号")
+    private String jyPolicyNo;
+
+    @Schema(description = "非车保费")
+    @ExcelProperty(value = "非车保费")
+    private String jyPremium;
+
+    @Schema(description = "非车跟单费比例")
+    @ExcelProperty(value = "非车跟单费比例")
+    private String jyOtherCostsProportion;
+
+    @Schema(description = "商业保单号")
+    @ExcelProperty(value = "商业保单号")
+    private String syPolicyNo;
+
+    @Schema(description = "开票人")
+    @ExcelProperty(value = "开票人")
+    private String invoicePerson;
+
+    @Schema(description = "开票时间")
+    @ExcelProperty(value = "开票时间")
+    private LocalDateTime invoiceTime;
+
+    @Schema(description = "结算人")
+    @ExcelProperty(value = "结算人")
+    private String settlementPerson;
+
+    @Schema(description = "结算时间")
+    @ExcelProperty(value = "结算时间")
+    private LocalDateTime settlementTime;
+
+}

commons/src/main/java/com/jzg/commons/entity/finance/dto/ExportOtherSettlementExcelDto.java

@@ -0,0 +1,63 @@
+package com.jzg.commons.entity.finance.dto;
+
+import com.alibaba.excel.annotation.ExcelProperty;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.time.LocalDateTime;
+
+/**
+ * @author quchen
+ * @date 2025/7/30 10:49
+ */
+
+@Data
+public class ExportOtherSettlementExcelDto {
+
+    @Schema(description = "结算记录编号")
+    @ExcelProperty(value = "结算记录编号")
+    private String settlementId;
+
+    @Schema(description = "保险公司")
+    @ExcelProperty(value = "保险公司")
+    private String companyName;
+
+    @Schema(description = "开票方")
+    @ExcelProperty(value = "开票方")
+    private String invoiceParty;
+
+    @Schema(description = "应收项")
+    @ExcelProperty(value = "应收项")
+    private String invoiceType;
+
+    @Schema(description = "税点")
+    @ExcelProperty(value = "税点")
+    private String taxPoint;
+
+    @Schema(description = "实收金额")
+    @ExcelProperty(value = "实收金额")
+    private String actualReceivedAmount;
+
+    @Schema(description = "收款日期")
+    @ExcelProperty(value = "收款日期")
+    private String receivePaymentDate;
+
+    @Schema(description = "结算人")
+    @ExcelProperty(value = "结算人")
+    private String createBy;
+
+    @Schema(description = "结算时间")
+    @ExcelProperty(value = "结算时间")
+    private LocalDateTime createTime;
+
+    @Schema(description = "开票记录编号")
+    @ExcelProperty(value = "开票记录编号")
+    private String invoiceId;
+
+    @Schema(description = "附件id")
+    private String fileId;
+
+    @Schema(description = "附件url")
+    private String fileUrl;
+
+}

commons/src/main/java/com/jzg/commons/entity/finance/dto/ExportSuperviseExcelDto.java

@@ -0,0 +1,111 @@
+package com.jzg.commons.entity.finance.dto;
+
+import com.alibaba.excel.annotation.ExcelProperty;
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.time.LocalDateTime;
+
+/**
+ * @author quchen
+ * @date 2025/7/25 10:05
+ * 手续费 车险应收
+ */
+
+@Data
+public class ExportSuperviseExcelDto {
+    @Schema(description = "签单时间")
+    @ExcelProperty(value = "签单时间")
+    private String signingTime;
+
+    @Schema(description = "订单号")
+    @ExcelProperty(value = "订单号")
+    private String orderNo;
+
+    @Schema(description = "保司名称")
+    @ExcelProperty(value = "保司名称")
+    private String companyName;
+
+    @Schema(description = "出单机构")
+    @ExcelProperty(value = "出单机构")
+    private String deptName;
+
+    @Schema(description = "出单协议")
+    @ExcelProperty(value = "出单协议")
+    private String agreementName;
+
+    @Schema(description = "车牌号")
+    @ExcelProperty(value = "车牌号")
+    private String licenseNo;
+
+    @Schema(description = "总应收金额")
+    @ExcelProperty(value = "总应收金额")
+    private String receivableAmount;
+
+    @Schema(description = "险种")
+    @ExcelProperty(value = "险种")
+    private String productName;
+
+    @Schema(description = "被保人")
+    @ExcelProperty(value = "被保人")
+    private String insuredPerson;
+
+    @Schema(description = "交强保单号")
+    @ExcelProperty(value = "交强保单号")
+    private String jqPolicyNo;
+
+    @Schema(description = "交强保费")
+    @ExcelProperty(value = "交强保费")
+    private String jqPremium;
+
+    @Schema(description = "交强手续费比例")
+    @ExcelProperty(value = "交强手续费比例")
+    private String jqSuperviseCostsProportion;
+
+    @Schema(description = "交强起保日期")
+    @ExcelProperty(value = "交强起保日期")
+    private String jqStartDate;
+
+    @Schema(description = "商业保单号")
+    @ExcelProperty(value = "商业保单号")
+    private String syPolicyNo;
+
+    @Schema(description = "商业保费")
+    @ExcelProperty(value = "商业保费")
+    private String syPremium;
+
+    @Schema(description = "商业手续费比例")
+    @ExcelProperty(value = "商业手续费比例")
+    private String sySuperviseCostsProportion;
+
+    @Schema(description = "商业起保日期")
+    @ExcelProperty(value = "商业起保日期")
+    private String syStartDate;
+
+    @Schema(description = "车船税")
+    @ExcelProperty(value = "车船税")
+    private String taxPremium;
+
+    @Schema(description = "创建时间")
+    @ExcelProperty(value = "创建时间")
+    @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
+    private LocalDateTime createTime;
+
+    @Schema(description = "创建人")
+    @ExcelProperty(value = "创建人")
+    private String createBy;
+
+    @Schema(description = "操作时间")
+    @ExcelProperty(value = "操作时间")
+    @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
+    private LocalDateTime updateTime;
+
+    @Schema(description = "操作人")
+    @ExcelProperty(value = "操作人")
+    private String updateBy;
+
+    @Schema(description = "对接人")
+    @ExcelProperty(value = "对接人")
+    private String contactPerson;
+}

commons/src/main/java/com/jzg/commons/entity/finance/dto/ExportSuperviseJyExcelDto.java

@@ -0,0 +1,77 @@
+package com.jzg.commons.entity.finance.dto;
+
+import com.alibaba.excel.annotation.ExcelProperty;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+/**
+ * @author quchen
+ * @date 2025/7/29 15:07
+ */
+
+@Data
+public class ExportSuperviseJyExcelDto {
+    @Schema(description = "签单时间")
+    @ExcelProperty(value = "签单时间")
+    private String signingTime;
+
+    @Schema(description = "订单号")
+    @ExcelProperty(value = "订单号")
+    private String orderNo;
+
+    @Schema(description = "保司名称")
+    @ExcelProperty(value = "保司名称")
+    private String companyName;
+
+    @Schema(description = "出单机构")
+    @ExcelProperty(value = "出单机构")
+    private String deptName;
+
+    @Schema(description = "出单协议")
+    @ExcelProperty(value = "出单协议")
+    private String agreementName;
+
+    @Schema(description = "订单类型")
+    @ExcelProperty(value = "订单类型")
+    private String entryStatus;
+
+    @Schema(description = "车牌号")
+    @ExcelProperty(value = "车牌号")
+    private String licenseNo;
+
+    @Schema(description = "险种")
+    @ExcelProperty(value = "险种")
+    private String productName;
+
+    @Schema(description = "被保人")
+    @ExcelProperty(value = "被保人")
+    private String insuredPerson;
+
+    @Schema(description = "非车保单号")
+    @ExcelProperty(value = "非车保单号")
+    private String jyPolicyNo;
+
+    @Schema(description = "非车保费")
+    @ExcelProperty(value = "非车保费")
+    private String jyPremium;
+
+    @Schema(description = "非车手续费比例")
+    @ExcelProperty(value = "非车手续费比例")
+    private String jySuperviseCostsProportion;
+
+    @Schema(description = "交强起保日期")
+    @ExcelProperty(value = "交强起保日期")
+    private String jqStartDate;
+
+    @Schema(description = "商业起保日期")
+    @ExcelProperty(value = "商业起保日期")
+    private String syStartDate;
+
+    @Schema(description = "创建人")
+    @ExcelProperty(value = "创建人")
+    private String createBy;
+
+    @Schema(description = "对接人")
+    @ExcelProperty(value = "对接人")
+    private String contactPerson;
+}

commons/src/main/java/com/jzg/commons/entity/finance/dto/ExportSuperviseSettlementDetailExcelDto.java

@@ -0,0 +1,108 @@
+package com.jzg.commons.entity.finance.dto;
+
+import com.alibaba.excel.annotation.ExcelProperty;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.time.LocalDateTime;
+
+/**
+ * @author quchen
+ * @date 2025/7/28 16:37
+ */
+
+@Data
+public class ExportSuperviseSettlementDetailExcelDto {
+    @Schema(description = "结算记录编号")
+    @ExcelProperty("结算记录编号")
+    private String settlementId;
+
+    @Schema(description = "开票记录编号")
+    @ExcelProperty("开票记录编号")
+    private String invoiceId;
+
+    @Schema(description = "保险公司")
+    @ExcelProperty(value = "保险公司")
+    private String companyName;
+
+    @Schema(description = "开票方")
+    @ExcelProperty(value = "开票方")
+    private String invoiceParty;
+
+    @Schema(description = "签单时间")
+    @ExcelProperty(value = "签单时间")
+    private String signingTime;
+
+    @Schema(description = "状态")
+    @ExcelProperty(value = "状态")
+    private String status;
+
+    @Schema(description = "车牌号")
+    @ExcelProperty(value = "车牌号")
+    private String licenseNo;
+
+    @Schema(description = "险种")
+    @ExcelProperty(value = "险种")
+    private String productName;
+
+    @Schema(description = "应收手续费")
+    @ExcelProperty(value = "应收手续费")
+    private String receivableSuperviseCosts;
+
+    @Schema(description = "交强保单号")
+    @ExcelProperty(value = "交强保单号")
+    private String jqPolicyNo;
+
+    @Schema(description = "交强保费")
+    @ExcelProperty(value = "交强保费")
+    private String jqPremium;
+
+    @Schema(description = "交强手续费比例")
+    @ExcelProperty(value = "交强手续费比例")
+    private String jqSuperviseCostsProportion;
+
+    @Schema(description = "商业保单号")
+    @ExcelProperty(value = "商业保单号")
+    private String syPolicyNo;
+
+    @Schema(description = "商业保费")
+    @ExcelProperty(value = "商业保费")
+    private String syPremium;
+
+    @Schema(description = "商业手续费比例")
+    @ExcelProperty(value = "商业手续费比例")
+    private String sySuperviseCostsProportion;
+
+    @Schema(description = "非车保单号")
+    @ExcelProperty(value = "非车保单号")
+    private String jyPolicyNo;
+
+    @Schema(description = "非车保费")
+    @ExcelProperty(value = "非车保费")
+    private String jyPremium;
+
+    @Schema(description = "非车手续费比例")
+    @ExcelProperty(value = "非车手续费比例")
+    private String jySuperviseCostsProportion;
+
+    @Schema(description = "车船税")
+    @ExcelProperty(value = "车船税")
+    private String taxPremium;
+
+    @Schema(description = "开票人")
+    @ExcelProperty(value = "开票人")
+    private String invoicePerson;
+
+    @Schema(description = "开票时间")
+    @ExcelProperty(value = "开票时间")
+    private LocalDateTime invoiceTime;
+
+    @Schema(description = "结算人")
+    @ExcelProperty(value = "结算人")
+    private String settlementPerson;
+
+    @Schema(description = "结算时间")
+    @ExcelProperty(value = "结算时间")
+    private LocalDateTime settlementTime;
+
+}

commons/src/main/java/com/jzg/commons/entity/finance/dto/ExportSuperviseSettlementDetailJyExcelDto.java

@@ -0,0 +1,84 @@
+package com.jzg.commons.entity.finance.dto;
+
+import com.alibaba.excel.annotation.ExcelProperty;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.time.LocalDateTime;
+
+/**
+ * @author quchen
+ * @date 2025/7/29 9:25
+ */
+
+@Data
+public class ExportSuperviseSettlementDetailJyExcelDto {
+    @Schema(description = "结算记录编号")
+    @ExcelProperty("结算记录编号")
+    private String settlementId;
+
+    @Schema(description = "开票记录编号")
+    @ExcelProperty("开票记录编号")
+    private String invoiceId;
+
+    @Schema(description = "保险公司")
+    @ExcelProperty(value = "保险公司")
+    private String companyName;
+
+    @Schema(description = "开票方")
+    @ExcelProperty(value = "开票方")
+    private String invoiceParty;
+
+    @Schema(description = "签单时间")
+    @ExcelProperty(value = "签单时间")
+    private String signingTime;
+
+    @Schema(description = "状态")
+    @ExcelProperty(value = "状态")
+    private String status;
+
+    @Schema(description = "车牌号")
+    @ExcelProperty(value = "车牌号")
+    private String licenseNo;
+
+    @Schema(description = "险种")
+    @ExcelProperty(value = "险种")
+    private String productName;
+
+    @Schema(description = "应收手续费")
+    @ExcelProperty(value = "应收手续费")
+    private String receivableSuperviseCosts;
+
+    @Schema(description = "非车保单号")
+    @ExcelProperty(value = "非车保单号")
+    private String jyPolicyNo;
+
+    @Schema(description = "非车保费")
+    @ExcelProperty(value = "非车保费")
+    private String jyPremium;
+
+    @Schema(description = "非车手续费比例")
+    @ExcelProperty(value = "非车手续费比例")
+    private String jySuperviseCostsProportion;
+
+    @Schema(description = "商业保单号")
+    @ExcelProperty(value = "商业保单号")
+    private String syPolicyNo;
+
+    @Schema(description = "开票人")
+    @ExcelProperty(value = "开票人")
+    private String invoicePerson;
+
+    @Schema(description = "开票时间")
+    @ExcelProperty(value = "开票时间")
+    private LocalDateTime invoiceTime;
+
+    @Schema(description = "结算人")
+    @ExcelProperty(value = "结算人")
+    private String settlementPerson;
+
+    @Schema(description = "结算时间")
+    @ExcelProperty(value = "结算时间")
+    private LocalDateTime settlementTime;
+
+}

commons/src/main/java/com/jzg/commons/entity/finance/dto/ExportSuperviseSettlementExcelDto.java

@@ -0,0 +1,63 @@
+package com.jzg.commons.entity.finance.dto;
+
+import com.alibaba.excel.annotation.ExcelProperty;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.time.LocalDateTime;
+
+/**
+ * @author quchen
+ * @date 2025/7/28 14:42
+ */
+
+@Data
+public class ExportSuperviseSettlementExcelDto {
+
+    @Schema(description = "结算记录编号")
+    @ExcelProperty(value = "结算记录编号")
+    private String settlementId;
+
+    @Schema(description = "保险公司")
+    @ExcelProperty(value = "保险公司")
+    private String companyName;
+
+    @Schema(description = "开票方")
+    @ExcelProperty(value = "开票方")
+    private String invoiceParty;
+
+    @Schema(description = "应收项")
+    @ExcelProperty(value = "应收项")
+    private String invoiceType;
+
+    @Schema(description = "税点")
+    @ExcelProperty(value = "税点")
+    private String taxPoint;
+
+    @Schema(description = "实收金额")
+    @ExcelProperty(value = "实收金额")
+    private String actualReceivedAmount;
+
+    @Schema(description = "收款日期")
+    @ExcelProperty(value = "收款日期")
+    private String receivePaymentDate;
+
+    @Schema(description = "结算人")
+    @ExcelProperty(value = "结算人")
+    private String createBy;
+
+    @Schema(description = "结算时间")
+    @ExcelProperty(value = "结算时间")
+    private LocalDateTime createTime;
+
+    @Schema(description = "开票记录编号")
+    @ExcelProperty(value = "开票记录编号")
+    private String invoiceId;
+
+    @Schema(description = "附件id")
+    private String fileId;
+
+    @Schema(description = "附件url")
+    private String fileUrl;
+
+}

commons/src/main/java/com/jzg/commons/entity/finance/dto/InvoiceAmountDto.java

@@ -0,0 +1,19 @@
+package com.jzg.commons.entity.finance.dto;
+
+import lombok.Data;
+
+import java.math.BigDecimal;
+
+/**
+ * @author quchen
+ * @date 2025/8/4 10:34
+ */
+
+@Data
+public class InvoiceAmountDto {
+    private String companyId;
+
+    private String companyName;
+
+    private BigDecimal superviseAmount;
+}

commons/src/main/java/com/jzg/commons/entity/finance/dto/ReceiverSettlementReportDto.java

@@ -0,0 +1,46 @@
+package com.jzg.commons.entity.finance.dto;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+/**
+ * @author quchen
+ * @date 2025/9/16 10:32
+ */
+
+@Data
+public class ReceiverSettlementReportDto {
+    @Schema(description = "对接人")
+    private String receiver;
+
+    @Schema(description = "保险公司")
+    private String companyName;
+
+    @Schema(description = "应收总计")
+    private String totalReceivable;
+
+    @Schema(description = "应收手续费")
+    private String superviseFee;
+
+    @Schema(description = "应收跟单费")
+    private String followFee;
+
+    @Schema(description = "已结算手续费")
+    private String settledSuperviseFee;
+
+    @Schema(description = "已结算跟单费")
+    private String settledFollowFee;
+
+    @Schema(description = "已结算总计")
+    private String settledAmount;
+
+    @Schema(description = "未结算手续费")
+    private String unSettledSuperviseFee;
+
+    @Schema(description = "未结算跟单费")
+    private String unSettledFollowFee;
+
+
+    @Schema(description = "未结算总计")
+    private String unSettledAmount;
+}

commons/src/main/java/com/jzg/commons/entity/finance/po/InsPlyIncome.java

@@ -21,6 +21,12 @@ public class InsPlyIncome  extends BaseModel {
     @Schema(description = "机构名称")
     private String deptName;
 
+    @Schema(description = "产品id")
+    private String productId;
+
+    @Schema(description = "产品名称")
+    private String productName;
+
     @Schema(description = "险种")
     private String riskCode;
 
@@ -42,6 +48,9 @@ public class InsPlyIncome  extends BaseModel {
     @Schema(description = "协议名称")
     private String agreementName;
 
+    @Schema(description = "被保人")
+    private String insuredPerson;
+
     @Schema(description = "车牌号")
     private String licenseNo;
 
@@ -84,6 +93,9 @@ public class InsPlyIncome  extends BaseModel {
     @Schema(description = "驾意手续费比例")
     private String jySuperviseCostsProportion;
 
+    @Schema(description = "应收手续费")
+    private String superviseCostsPremiums;
+
     @Schema(description = "交强跟单费比例")
     private String jqOtherCostsProportion;
 
@@ -111,6 +123,9 @@ public class InsPlyIncome  extends BaseModel {
     @Schema(description = "驾意应收费用")
     private String jyReceivablePremium;
 
+    @Schema(description = "总应收金额")
+    private String receivableAmount;
+
     @Schema(description = "手续费是否已经结算")
     private String superviseSettlement;
 
@@ -132,4 +147,14 @@ public class InsPlyIncome  extends BaseModel {
     @Schema(description = "对接人")
     private String contactPerson;
 
+    @Schema(description = "系统code")
+    private String systemCode;
+
+    @Schema(description = "交强起保日期")
+    private String jqStartDate;
+
+    @Schema(description = "商业起保日期")
+    private String syStartDate;
+
+
 }

commons/src/main/java/com/jzg/commons/entity/finance/po/InsPlyIncomeInvoice.java

@@ -11,6 +11,9 @@ import java.math.BigDecimal;
 public class InsPlyIncomeInvoice extends BaseModel {
     private String id;
 
+    @Schema(description = "保司id")
+    private String companyId;
+
     @Schema(description = "开票类型")
     private String invoiceType;
 

commons/src/main/java/com/jzg/commons/entity/finance/po/InsPlyIncomeInvoiceSettlement.java

@@ -1,12 +1,14 @@
 package com.jzg.commons.entity.finance.po;
 
 import cn.hutool.core.date.DateTime;
+import com.baomidou.mybatisplus.annotation.TableField;
 import com.jzg.commons.core.base.BaseModel;
 import com.jzg.commons.util.idgen.IdGenerate;
 import io.swagger.v3.oas.annotations.media.Schema;
 import lombok.Data;
 
 import java.math.BigDecimal;
+import java.util.List;
 
 @Data
 @Schema(description = "财务应收开票结算表")
@@ -22,6 +24,10 @@ public class InsPlyIncomeInvoiceSettlement extends BaseModel {
     @Schema(description = "收款日期")
     private DateTime receivePaymentDate;
 
+    @TableField(exist = false)
+    @Schema(description = "凭证")
+    private List<String> voucherList;
+
     public InsPlyIncomeInvoiceSettlement(){
 
     }

commons/src/main/java/com/jzg/commons/entity/finance/vo/InvoiceRecordQueryVo.java

@@ -0,0 +1,53 @@
+package com.jzg.commons.entity.finance.vo;
+
+import com.jzg.commons.core.base.PageRequest;
+import lombok.Data;
+
+/**
+ * 开票记录查询vo
+ */
+@Data
+public class InvoiceRecordQueryVo extends PageRequest {
+
+    /**
+     * 记录编号
+     */
+    private String recordId;
+
+    /**
+     * 保险公司
+     */
+    private String companyId;
+
+    /**
+     * 开票类型
+     */
+    private String invoiceType;
+
+    /**
+     * 开票方
+     */
+    private String invoiceParty;
+
+    /**
+     * 应收项
+     */
+    private String accountsReceivable;
+
+    /**
+     * 结算状态
+     */
+    private String settlementStatus;
+
+    /**
+     * 开票人
+     */
+    private String invoicePerson;
+
+    /**
+     * 开票日期
+     */
+    private String invoiceDate;
+
+
+}

commons/src/main/java/com/jzg/commons/entity/finance/vo/InvoiceRecordResult.java

@@ -0,0 +1,63 @@
+package com.jzg.commons.entity.finance.vo;
+
+import com.jzg.commons.core.base.PageRequest;
+import lombok.Data;
+
+@Data
+public class InvoiceRecordResult extends PageRequest {
+
+    /**
+     * 开票记录编号
+     */
+    private String id;
+
+    /**
+     * 保险公司
+     */
+    private String companyId;
+
+    /**
+     * 开票方
+     */
+    private String invoiceParty;
+
+    /**
+     * 虚增金额
+     */
+    private String overinflatedAmount;
+
+    /**
+     * 应收项
+     */
+    private String accountsReceivable;
+
+    /**
+     * 应收费用
+     */
+    private String receivableSupervisePremium;
+
+    /**
+     * 开票金额
+     */
+    private String actualReceivedAmount;
+
+    /**
+     * 税点
+     */
+    private String taxPoint;
+
+    /**
+     * 结算状态
+     */
+    private String settlementStatus;
+
+    /**
+     * 开票人
+     */
+    private String createBy;
+
+    /**
+     * 开票日期
+     */
+    private String createTime;
+}

commons/src/main/java/com/jzg/commons/entity/finance/vo/InvoiceingResult.java

@@ -0,0 +1,13 @@
+package com.jzg.commons.entity.finance.vo;
+
+import lombok.Data;
+
+@Data
+public class InvoiceingResult {
+
+    // 开票id
+    String invoiceId;
+
+    // 开票总金额
+    String sumPrice;
+}

commons/src/main/java/com/jzg/commons/entity/finance/vo/ReceivableQueryVo.java

@@ -1,8 +1,11 @@
 package com.jzg.commons.entity.finance.vo;
 
+import com.jzg.commons.core.base.PageRequest;
 import io.swagger.v3.oas.annotations.media.Schema;
 import lombok.Data;
 
+import java.util.List;
+
 
 /**
  * @author tz
@@ -11,7 +14,23 @@ import lombok.Data;
  */
 
 @Data
-public class ReceivableQueryVo {
+public class ReceivableQueryVo extends PageRequest {
+
+    @Schema(description = "选中类型")
+    // 1 全部数据选中  2 选中部分数据
+    private String selectedType;
+
+    @Schema(description = "选中id")
+    private List<String> selectedIds;
+
+    @Schema(description = "协议类型")
+    private String agreementType;
+
+    @Schema(description = "id")
+    private String id;
+
+    @Schema(description = "ids")
+    private List<String> ids;
 
     @Schema(description = "查询类型")
     private String queryType;
@@ -19,6 +38,9 @@ public class ReceivableQueryVo {
     @Schema(description = "车牌号")
     private String licenseNo;
 
+    @Schema(description = "险种信息")
+    private String productId;
+
     @Schema(description = "保险公司")
     private String companyId;
 
@@ -31,6 +53,9 @@ public class ReceivableQueryVo {
     @Schema(description = "订单号")
     private String orderNo;
 
+    @Schema(description = "订单号集合")
+    private List<String> orderNos;
+
     @Schema(description = "协议id")
     private String agreementId;
 

commons/src/main/java/com/jzg/commons/entity/finance/vo/SettlementQueryVo.java

@@ -0,0 +1,50 @@
+package com.jzg.commons.entity.finance.vo;
+
+import com.jzg.commons.core.base.PageRequest;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.util.List;
+
+/**
+ * @author quchen
+ * @date 2025/7/28 17:41
+ */
+
+@Data
+@Schema(description = "结算记录查询Vo")
+public class SettlementQueryVo extends PageRequest {
+
+    @Schema(description = "结算记录编号")
+    private String settlementId;
+
+    @Schema(description = "开票记录编号")
+    private String invoiceId;
+
+    @Schema(description = "保险公司Id")
+    private String companyId;
+
+    @Schema(description = "开票方")
+    private String invoiceParty;
+
+    @Schema(description = "结算状态")
+    private String status;
+
+    @Schema(description = "结算人")
+    private String settlementPerson;
+
+    @Schema(description = "结算时间开始")
+    private String settlementTimeStart;
+
+    @Schema(description = "结算时间结束")
+    private String settlementTimeEnd;
+
+    @Schema(description = "结算记录编号集合")
+    private List<String> settlementIds;
+
+    @Schema(description = "开票类型集合")
+    private List<String> invoiceTypes;
+
+    @Schema(description = "协议类型 1-平台协议 2-私有协议")
+    private String agreementType;
+}

commons/src/main/java/com/jzg/commons/entity/finance/vo/SettlementReportQueryVo.java

@@ -0,0 +1,39 @@
+package com.jzg.commons.entity.finance.vo;
+
+import com.jzg.commons.core.base.PageRequest;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.util.List;
+
+/**
+ * @author quchen
+ * @date 2025/7/31 17:59
+ */
+
+@Data
+public class SettlementReportQueryVo extends PageRequest {
+    @Schema(description = "保险公司id")
+    private String companyId;
+
+    @Schema(description = "开始时间")
+    private String startTime;
+
+    @Schema(description = "结束时间")
+    private String endTime;
+
+    @Schema(description = "结算状态")
+    private String status;
+
+    @Schema(description = "开票类型 1 手续费  2 跟单费  3 驾意险手续费 4 驾意险跟单费")
+    private List<String> invoiceTypes;
+
+    @Schema(description = "上级公司id")
+    private String parentId;
+
+    @Schema(description = "协议类型")
+    private String agreementType;
+
+    @Schema(description = "对接人")
+    private String receiver;
+}

commons/src/main/java/com/jzg/commons/entity/po/EsmUserReferrer.java

@@ -0,0 +1,39 @@
+package com.jzg.commons.entity.po;
+
+import com.baomidou.mybatisplus.annotation.IdType;
+import com.baomidou.mybatisplus.annotation.TableId;
+import com.baomidou.mybatisplus.annotation.TableName;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+
+/**
+ * @author quchen
+ * @date 2025/8/6 16:50
+ */
+
+@Data
+@TableName("esm_user_referrer")
+@NoArgsConstructor
+@AllArgsConstructor
+public class EsmUserReferrer {
+    @TableId(type = IdType.ASSIGN_ID)
+    private String id;
+
+    @Schema(description = "推荐人id")
+    private String referrerId;
+
+    @Schema(description = "推荐人姓名")
+    private String referrerName;
+
+    @Schema(description = "推荐人机构id")
+    private String referrerDeptId;
+
+    public EsmUserReferrer(SysUserJzgInfo sysUserJzgInfo, SysUserJzgInfo referrer) {
+        this.id = sysUserJzgInfo.getId();
+        this.referrerId = referrer.getId();
+        this.referrerName = referrer.getName();
+        this.referrerDeptId = referrer.getDeptId();
+    }
+}

commons/src/main/java/com/jzg/commons/entity/po/InsFeeOrders.java

@@ -1,14 +1,13 @@
 package com.jzg.commons.entity.po;
 
+import com.baomidou.mybatisplus.annotation.TableField;
 import com.baomidou.mybatisplus.annotation.TableId;
 import com.baomidou.mybatisplus.annotation.TableName;
-import com.jzg.commons.entity.vo.PtlAgreementCostTypeVo;
 import io.swagger.v3.oas.annotations.media.Schema;
 import lombok.Data;
 
 import java.math.BigDecimal;
-import java.math.RoundingMode;
-import java.util.List;
+import java.time.LocalDateTime;
 
 /**
  * @author quchen
@@ -154,4 +153,28 @@ public class InsFeeOrders {
 
     @Schema(description = "驾意险出口比例")
     private BigDecimal jyExportRatio;
+
+    @Schema(description = "一级分销费")
+    private BigDecimal firstDistributionFee;
+
+    @Schema(description = "一级分销员id")
+    private String firstDistributorId;
+
+    @Schema(description = "二级分销费")
+    private BigDecimal secondDistributionFee;
+
+    @Schema(description = "二级分销员id")
+    private String secondDistributorId;
+
+    @Schema(description = "三级分销费")
+    private BigDecimal thirdDistributionFee;
+
+    @Schema(description = "三级分销员id")
+    private String thirdDistributorId;
+
+    @Schema(description = "签单时间")
+    @TableField(exist = false)
+    private LocalDateTime signingTime;
+
+
 }

commons/src/main/java/com/jzg/commons/entity/po/PtlAgreement.java

@@ -52,6 +52,9 @@ public class PtlAgreement extends BaseModel {
     @Schema(description = "关联-保险公司id")
     private String companyId;
 
+    @Schema(description = "合作-保险公司id")
+    private String partnerCompanyId;
+
     /** 协议起期 */
     @Schema(description = "协议起期")
     @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss", timezone = "GMT+8")

commons/src/main/java/com/jzg/commons/entity/po/SysDept.java

@@ -71,6 +71,10 @@ public class SysDept extends BaseModel implements Serializable{
     @Schema(description = "系统code")
     private String systemCode;
 
+    @TableField(value = "is_distribution")
+    @Schema(description = "是否参与分销 0-否 1-是")
+    private String isDistribution;
+
     @TableField(exist = false)
     @Schema(description = "子机构")
     private List<SysDept> children;

commons/src/main/java/com/jzg/commons/entity/po/SysDistributionSetting.java

@@ -0,0 +1,52 @@
+package com.jzg.commons.entity.po;
+
+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 io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+
+import java.math.BigDecimal;
+import java.util.List;
+
+/**
+ * @author quchen
+ * @date 2025/8/6 11:16
+ */
+
+@Data
+@TableName("sys_distribution_setting")
+@NoArgsConstructor
+@AllArgsConstructor
+public class SysDistributionSetting {
+    @TableId(type = IdType.ASSIGN_ID)
+    private Long id;
+
+    @Schema(description = "分销模式 1-一级分销 2-二级分销 3-三级分销")
+    private String distributionMode;
+
+    @Schema(description = "一级佣金比例（%）")
+    private BigDecimal commissionRatioLevel1;
+
+    @Schema(description = "二级佣金比例（%）")
+    private BigDecimal commissionRatioLevel2;
+
+    @Schema(description = "三级佣金比例（%）")
+    private BigDecimal commissionRatioLevel3;
+
+    @Schema(description = "分销员招募方式：1-手动申请 2-加入组织自动成为分销员")
+    private String recruitmentMethod;
+
+    @Schema(description = "不参与分销的机构范围：1-全部机构 2-部分机构")
+    private String excludeDeptScope;
+
+    @Schema(description = "租户code")
+    private String systemCode;
+
+    @Schema(description = "不参与分销的机构")
+    @TableField(exist = false)
+    private List<SysDept> excludeDept;
+}

commons/src/main/java/com/jzg/commons/entity/po/SysUserJzgInfo.java

@@ -12,6 +12,7 @@ import lombok.Data;
 import lombok.NoArgsConstructor;
 
 import java.io.Serializable;
+import java.time.LocalDateTime;
 import java.util.List;
 
 /**
@@ -222,6 +223,15 @@ public class SysUserJzgInfo extends BaseModel implements Serializable {
     @Schema(description = "是否删除 0未删除 1 删除")
     private Integer isDelete;
 
+
+    @TableField(value = "is_distribution")
+    @Schema(description = "是否是分销员 0-否 1-是")
+    private String isDistribution;
+
+    @TableField(value = "distribution_time")
+    @Schema(description = "成为分销员时间")
+    private LocalDateTime distributionTime;
+
     @TableField(exist = false)
     @Schema(description = "身份证正面")
     private String sfz1;
@@ -336,6 +346,17 @@ public class SysUserJzgInfo extends BaseModel implements Serializable {
         this.referrerId = yqirInfo.getId();
     }
 
+    public SysUserJzgInfo(SysUser sysUser,SysUserJzgInfo inviterInfo) {
+        this.userId = sysUser.getId();
+        this.name = sysUser.getUsername();
+        this.status = 0;
+        this.isEnable = 0;
+        this.deptId = inviterInfo.getDeptId() == null ? "" : inviterInfo.getDeptId();
+        this.typeAttr = inviterInfo.getTypeAttr();
+        this.referrerId = inviterInfo.getId();
+        this.systemCode = inviterInfo.getSystemCode();
+    }
+
     /**
      * 重置人员类型   团队 渠道 电销 转为个代
      * @param typeAttr

commons/src/main/java/com/jzg/commons/entity/quote/vo/CustomerInfoVo.java

@@ -70,6 +70,13 @@ public class CustomerInfoVo implements Serializable {
      */
     @Schema(description = "证件类型代码")
     private String identifyType;
+
+    /**
+     * 证件类型代码名称
+     */
+    @Schema(description = "证件类型代码名称")
+    private String identifyTypeName;
+
     /**
      * 组织机构代码
      */

commons/src/main/java/com/jzg/commons/entity/report/dto/ReportChannelPersonDataDetailDto.java

@@ -0,0 +1,157 @@
+package com.jzg.commons.entity.report.dto;
+
+import com.alibaba.excel.annotation.ExcelIgnore;
+import com.alibaba.excel.annotation.ExcelProperty;
+import com.alibaba.excel.annotation.write.style.ColumnWidth;
+import com.alibaba.excel.annotation.write.style.ContentRowHeight;
+import com.alibaba.excel.annotation.write.style.HeadRowHeight;
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Builder;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+import org.springframework.format.annotation.DateTimeFormat;
+
+import java.math.BigDecimal;
+import java.util.Date;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/23 11:51
+ *  @Description:  人员数据-渠道数据-详情
+ */
+@HeadRowHeight(20)
+@ContentRowHeight(15)
+@Data
+@Builder
+@Schema(description = "人员数据-渠道数据-详情")
+@AllArgsConstructor
+@NoArgsConstructor
+public class ReportChannelPersonDataDetailDto {
+
+    /**
+     *  业务员
+     */
+    @ExcelProperty(value = "业务员", index = 0)
+    @ColumnWidth(10)
+    @Schema(description = "业务员")
+    private String salesmanName;
+
+    /**
+     *  业务员手机号
+     */
+    @ExcelProperty(value = "手机号", index = 1)
+    @ColumnWidth(10)
+    @Schema(description = "手机号")
+    private String salesmanPhone;
+
+    /**
+     * 保险公司id
+     */
+    @ExcelIgnore
+    @Schema(description = "保险公司id")
+    private String companyId;
+    /**
+     * 保险公司名称
+     */
+    @ExcelProperty(value = "保险公司", index = 2)
+    @ColumnWidth(20)
+    @Schema(description = "保险公司")
+    private String companyName;
+
+
+    /**
+     *  合作保险公司Id
+     */
+    @ExcelIgnore
+    @Schema(description = "合作保险公司Id")
+    private String partnerCompanyId;
+    /**
+     *  合作保险公司名称
+     */
+    @ExcelProperty(value = "合作保险公司", index = 3)
+    @ColumnWidth(20)
+    @Schema(description = "合作保险公司")
+    private String partnerCompanyName;
+
+    /**
+     *  订单号
+     */
+    @ExcelProperty(value = "订单号", index = 4)
+    @ColumnWidth(15)
+    @Schema(description = "订单号")
+    private String orderNo;
+
+    /**
+     *  车牌号
+     */
+    @ExcelProperty(value = "车牌号", index = 5)
+    @ColumnWidth(15)
+    @Schema(description = "车牌号")
+    private String licenseNo;
+
+
+    /**
+     *  订单类型
+     */
+    @ExcelProperty(value = "订单类型", index = 6)
+    @ColumnWidth(15)
+    @Schema(description = "订单类型")
+    private String orderTypeName;
+
+    /**
+     *  险种
+     */
+    @ExcelProperty(value = "险种", index = 7)
+    @ColumnWidth(10)
+    @Schema(description = "险种")
+    private String riskName;
+
+
+    /**
+     *  保费
+     */
+    @ExcelProperty(value = "保费", index = 8)
+    @ColumnWidth(10)
+    @Schema(description = "保费")
+    private BigDecimal sumPremium;
+
+    /**
+     *  出单佣金
+     */
+    @ExcelProperty(value = "出单佣金", index = 9)
+    @ColumnWidth(20)
+    @Schema(description = "出单佣金")
+    private BigDecimal orderCommissionPremium;
+    /**
+     *  录单时间
+     */
+    @ExcelProperty(value = "录单时间", index = 10)
+    @ColumnWidth(20)
+    @JsonFormat(timezone = "GMT+8",pattern = "yyyy-MM-dd HH:mm:ss")
+    @DateTimeFormat(pattern="yyyy-MM-dd HH:mm:ss")
+    @Schema(description = "录单时间")
+    private Date createTime;
+
+
+    /**
+     *  签单时间
+     */
+    @ExcelProperty(value = "签单时间", index = 11)
+    @ColumnWidth(20)
+    @JsonFormat(timezone = "GMT+8",pattern = "yyyy-MM-dd HH:mm:ss")
+    @DateTimeFormat(pattern="yyyy-MM-dd HH:mm:ss")
+    @Schema(description = "签单时间")
+    private Date recordTime;
+
+
+    /**
+     *  管理人
+     */
+    @ExcelProperty(value = "管理人", index = 12)
+    @ColumnWidth(15)
+    @Schema(description = "管理人")
+    private String manegerName;
+}

commons/src/main/java/com/jzg/commons/entity/report/dto/ReportChannelPersonDataDto.java

@@ -0,0 +1,137 @@
+package com.jzg.commons.entity.report.dto;
+
+import com.alibaba.excel.annotation.ExcelIgnore;
+import com.alibaba.excel.annotation.ExcelProperty;
+import com.alibaba.excel.annotation.write.style.ColumnWidth;
+import com.alibaba.excel.annotation.write.style.ContentRowHeight;
+import com.alibaba.excel.annotation.write.style.HeadRowHeight;
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Builder;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+import org.springframework.format.annotation.DateTimeFormat;
+
+import java.math.BigDecimal;
+import java.util.Date;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/23 11:51
+ *  @Description:  人员数据-渠道数据-列表
+ */
+@HeadRowHeight(20)
+@ContentRowHeight(15)
+@Data
+@Builder
+@Schema(description = "人员数据-渠道数据-列表")
+@AllArgsConstructor
+@NoArgsConstructor
+public class ReportChannelPersonDataDto {
+
+    /**
+     *  业务员
+     */
+    @ExcelProperty(value = "业务员", index = 0)
+    @ColumnWidth(10)
+    @Schema(description = "业务员")
+    private String salesmanName;
+
+    /**
+     *  业务员手机号
+     */
+    @ExcelProperty(value = "手机号", index = 1)
+    @ColumnWidth(10)
+    @Schema(description = "手机号")
+    private String salesmanPhone;
+    /**
+     *  所属机构
+     */
+    @ExcelProperty(value = "所属机构", index = 2)
+    @ColumnWidth(20)
+    @Schema(description = "所属机构")
+    private String deptName;
+
+    /**
+     *  所在地区
+     */
+    @ExcelProperty(value = "所在地区", index = 3)
+    @ColumnWidth(25)
+    @Schema(description = "所在地区")
+    private String areaName;
+
+    /**
+     *  承保订单
+     */
+    @ExcelProperty(value = "承保订单", index = 4)
+    @ColumnWidth(20)
+    @Schema(description = "承保订单")
+    private Long underwriteOrderNum;
+    /**
+     *  保费
+     */
+    @ExcelProperty(value = "保费", index = 5)
+    @ColumnWidth(10)
+    @Schema(description = "保费")
+    private BigDecimal sumPremium;
+
+    /**
+     *  出单佣金
+     */
+    @ExcelProperty(value = "出单佣金", index = 6)
+    @ColumnWidth(20)
+    @Schema(description = "出单佣金")
+    private BigDecimal orderCommissionPremium;
+
+    /**
+     *  单均保费
+     */
+    @ExcelProperty(value = "单均保费", index = 8)
+    @ColumnWidth(20)
+    @Schema(description = "单均保费")
+    private BigDecimal avgOrderNumPremium;
+
+    /**
+     *  上次登录
+     */
+    @ExcelProperty(value = "上次登录", index = 9)
+    @ColumnWidth(20)
+    @JsonFormat(timezone = "GMT+8",pattern = "yyyy-MM-dd")
+    @DateTimeFormat(pattern="yyyy-MM-dd")
+    @Schema(description = "上次登录")
+    private Date lastLoginTime;
+
+    /**
+     *  上次签单
+     */
+    @ExcelProperty(value = "上次签单", index = 10)
+    @ColumnWidth(20)
+    @JsonFormat(timezone = "GMT+8",pattern = "yyyy-MM-dd")
+    @DateTimeFormat(pattern="yyyy-MM-dd")
+    @Schema(description = "上次签单")
+    private Date lastRecordTime;
+    /**
+     *  管理人
+     */
+    @ExcelProperty(value = "管理人", index = 11)
+    @ColumnWidth(15)
+    @Schema(description = "管理人")
+    private String manegerName;
+
+    /**
+     *  人员状态
+     */
+    @ExcelProperty(value = "人员状态", index = 12)
+    @ColumnWidth(15)
+    @Schema(description = "人员状态")
+    private String personStatus;
+    /**
+     *  账号状态
+     */
+    @ExcelProperty(value = "账号状态", index = 13)
+    @ColumnWidth(10)
+    @Schema(description = "账号状态")
+    private String accountStatus;
+}

commons/src/main/java/com/jzg/commons/entity/report/dto/ReportCompanyDataDetailDto.java

@@ -0,0 +1,169 @@
+package com.jzg.commons.entity.report.dto;
+
+import com.alibaba.excel.annotation.ExcelIgnore;
+import com.alibaba.excel.annotation.ExcelProperty;
+import com.alibaba.excel.annotation.write.style.ColumnWidth;
+import com.alibaba.excel.annotation.write.style.ContentRowHeight;
+import com.alibaba.excel.annotation.write.style.HeadRowHeight;
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Builder;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+import org.springframework.format.annotation.DateTimeFormat;
+
+import java.math.BigDecimal;
+import java.util.Date;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/23 11:51
+ *  @Description:  任务数据-业务员-明细
+ */
+@HeadRowHeight(20)
+@ContentRowHeight(15)
+@Data
+@Builder
+@Schema(description = "任务数据-业务员-明细")
+@AllArgsConstructor
+@NoArgsConstructor
+public class ReportCompanyDataDetailDto {
+
+    /**
+     * 保险公司id
+     */
+    @ExcelIgnore
+    @Schema(description = "保险公司id")
+    private String companyId;
+    /**
+     * 保险公司名称
+     */
+    @ExcelProperty(value = "保险公司", index = 0)
+    @ColumnWidth(20)
+    @Schema(description = "保险公司")
+    private String companyName;
+
+
+    /**
+     *  合作保险公司Id
+     */
+    @ExcelIgnore
+    @Schema(description = "合作保险公司Id")
+    private String partnerCompanyId;
+    /**
+     *  合作保险公司名称
+     */
+    @ExcelProperty(value = "合作保险公司", index = 1)
+    @ColumnWidth(20)
+    @Schema(description = "合作保险公司")
+    private String partnerCompanyName;
+
+
+    /**
+     *  报价订单
+     */
+    @ExcelProperty(value = "报价订单", index = 4)
+    @ColumnWidth(15)
+    @Schema(description = "报价订单")
+    private Long quoteOrderNum;
+
+    /**
+     *  代客录单
+     */
+    @ExcelProperty(value = "代客录单", index = 5)
+    @ColumnWidth(15)
+    @Schema(description = "代客录单")
+    private Long proxyCustomerOrderNum;
+
+
+    /**
+     *  pc报价中
+     */
+    @ExcelProperty(value = "pc报价中", index = 6)
+    @ColumnWidth(15)
+    @Schema(description = "pc报价中")
+    private Long pcOrderNum;
+
+    /**
+     *  app报价中
+     */
+    @ExcelProperty(value = "app报价中", index = 7)
+    @ColumnWidth(10)
+    @Schema(description = "app报价中")
+    private Long appOrderNum;
+
+
+    /**
+     *  待缴费
+     */
+    @ExcelProperty(value = "待缴费", index = 8)
+    @ColumnWidth(10)
+    @Schema(description = "待缴费")
+    private Long payPendingOrderNum;
+    /**
+     *  核保失败
+     */
+    @ExcelProperty(value = "核保失败", index = 9)
+    @ColumnWidth(20)
+    @Schema(description = "核保失败")
+    private Long underwritRejectNum;
+
+    /**
+     *  报价率
+     */
+    @ExcelProperty(value = "报价率", index = 9)
+    @ColumnWidth(20)
+    @Schema(description = "报价率")
+    private BigDecimal quoteOrderRate;
+
+
+    /**
+     *  核保通过率
+     */
+    @ExcelProperty(value = "核保通过率", index = 10)
+    @ColumnWidth(20)
+    @Schema(description = "核保通过率")
+    private BigDecimal underwritPassRate;
+
+    /**
+     *  承保率
+     */
+    @ExcelProperty(value = "承保率", index = 11)
+    @ColumnWidth(15)
+    @Schema(description = "承保率")
+    private BigDecimal underwriteRate;
+
+    /**
+     *  补录订单
+     */
+    @ExcelProperty(value = "补录订单", index = 11)
+    @ColumnWidth(15)
+    @Schema(description = "补录订单")
+    private Long additionalRecordingOrderNum;
+
+    /**
+     *  补录待审核
+     */
+    @ExcelProperty(value = "补录待审核", index = 11)
+    @ColumnWidth(15)
+    @Schema(description = "补录待审核")
+    private Long additionalRecordingPendingApprovalOrderNum;
+
+    /**
+     *  补录审核通过
+     */
+    @ExcelProperty(value = "补录审核通过", index = 11)
+    @ColumnWidth(15)
+    @Schema(description = "补录审核通过")
+    private Long additionalRecordingApprovalOrderNum;
+
+    /**
+     *  管理人
+     */
+    @ExcelProperty(value = "管理人", index = 11)
+    @ColumnWidth(15)
+    @Schema(description = "管理人")
+    private String manegerName;
+}

commons/src/main/java/com/jzg/commons/entity/report/dto/ReportCompanyDataDto.java

@@ -0,0 +1,157 @@
+package com.jzg.commons.entity.report.dto;
+
+import com.alibaba.excel.annotation.ExcelIgnore;
+import com.alibaba.excel.annotation.ExcelProperty;
+import com.alibaba.excel.annotation.write.style.ColumnWidth;
+import com.alibaba.excel.annotation.write.style.ContentRowHeight;
+import com.alibaba.excel.annotation.write.style.HeadRowHeight;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Builder;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+
+import java.math.BigDecimal;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/23 11:51
+ *  @Description:  任务数据-保险公司-列表
+ */
+@HeadRowHeight(20)
+@ContentRowHeight(15)
+@Data
+@Builder
+@Schema(description = "任务数据-保险公司-列表")
+@AllArgsConstructor
+@NoArgsConstructor
+public class ReportCompanyDataDto {
+
+    /**
+     * 保险公司id
+     */
+    @ExcelIgnore
+    @Schema(description = "保险公司id")
+    private String companyId;
+    /**
+     * 保险公司名称
+     */
+    @ExcelProperty(value = "保险公司", index = 0)
+    @ColumnWidth(20)
+    @Schema(description = "保险公司")
+    private String companyName;
+
+
+    /**
+     *  合作保险公司Id
+     */
+    @ExcelIgnore
+    @Schema(description = "合作保险公司Id")
+    private String partnerCompanyId;
+    /**
+     *  合作保险公司名称
+     */
+    @ExcelProperty(value = "合作保险公司", index = 1)
+    @ColumnWidth(20)
+    @Schema(description = "合作保险公司")
+    private String partnerCompanyName;
+
+    /**
+     *  报价订单
+     */
+    @ExcelProperty(value = "报价订单", index = 2)
+    @ColumnWidth(15)
+    @Schema(description = "报价订单")
+    private Long quoteOrderNum;
+
+    /**
+     *  代客录单
+     */
+    @ExcelProperty(value = "代客录单", index = 3)
+    @ColumnWidth(15)
+    @Schema(description = "代客录单")
+    private Long proxyCustomerOrderNum;
+
+
+    /**
+     *  pc报价中
+     */
+    @ExcelProperty(value = "pc报价中", index = 4)
+    @ColumnWidth(15)
+    @Schema(description = "pc报价中")
+    private Long pcOrderNum;
+
+    /**
+     *  app报价中
+     */
+    @ExcelProperty(value = "app报价中", index = 5)
+    @ColumnWidth(10)
+    @Schema(description = "app报价中")
+    private Long appOrderNum;
+
+
+    /**
+     *  待缴费
+     */
+    @ExcelProperty(value = "待缴费", index = 6)
+    @ColumnWidth(10)
+    @Schema(description = "待缴费")
+    private Long payPendingOrderNum;
+    /**
+     *  核保失败
+     */
+    @ExcelProperty(value = "核保不通过", index = 7)
+    @ColumnWidth(20)
+    @Schema(description = "核保不通过")
+    private Long underwritRejectNum;
+
+
+    /**
+     *  核保通过率
+     */
+    @ExcelProperty(value = "核保通过率", index = 8)
+    @ColumnWidth(20)
+    @Schema(description = "核保通过率")
+    private BigDecimal underwritPassRate;
+
+    /**
+     *  承保率
+     */
+    @ExcelProperty(value = "承保率", index = 9)
+    @ColumnWidth(15)
+    @Schema(description = "承保率")
+    private BigDecimal underwriteRate;
+
+    /**
+     *  补录订单
+     */
+    @ExcelProperty(value = "补录订单", index = 10)
+    @ColumnWidth(15)
+    @Schema(description = "补录订单")
+    private Long additionalRecordingOrderNum;
+
+    /**
+     *  补录待审核
+     */
+    @ExcelProperty(value = "补录待审核", index = 11)
+    @ColumnWidth(15)
+    @Schema(description = "补录待审核")
+    private Long additionalRecordingPendingApprovalOrderNum;
+
+    /**
+     *  补录审核通过
+     */
+    @ExcelProperty(value = "补录审核通过", index = 12)
+    @ColumnWidth(15)
+    @Schema(description = "补录审核通过")
+    private Long additionalRecordingApprovalOrderNum;
+
+    /**
+     *  管理人
+     */
+    @ExcelProperty(value = "管理人", index = 13)
+    @ColumnWidth(15)
+    @Schema(description = "管理人")
+    private String manegerName;
+}

commons/src/main/java/com/jzg/commons/entity/report/dto/ReportCompanyDataManageDetailDto.java

@@ -0,0 +1,124 @@
+package com.jzg.commons.entity.report.dto;
+
+import com.alibaba.excel.annotation.ExcelIgnore;
+import com.alibaba.excel.annotation.ExcelProperty;
+import com.alibaba.excel.annotation.write.style.ColumnWidth;
+import com.alibaba.excel.annotation.write.style.ContentRowHeight;
+import com.alibaba.excel.annotation.write.style.HeadRowHeight;
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Builder;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+import org.springframework.format.annotation.DateTimeFormat;
+
+import java.math.BigDecimal;
+import java.util.Date;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/23 11:51
+ *  @Description:  业务数据-保险公司-明细
+ */
+@HeadRowHeight(20)
+@ContentRowHeight(15)
+@Data
+@Builder
+@Schema(description = "业务数据-保险公司-明细")
+@AllArgsConstructor
+@NoArgsConstructor
+public class ReportCompanyDataManageDetailDto {
+
+    /**
+     * 保险公司id
+     */
+    @ExcelIgnore
+    @Schema(description = "保险公司id")
+    private String companyId;
+    /**
+     * 保险公司名称
+     */
+    @ExcelProperty(value = "保险公司", index = 0)
+    @ColumnWidth(20)
+    @Schema(description = "保险公司")
+    private String companyName;
+
+
+    /**
+     *  合作保险公司Id
+     */
+    @ExcelIgnore
+    @Schema(description = "合作保险公司Id")
+    private String partnerCompanyId;
+    /**
+     *  合作保险公司名称
+     */
+    @ExcelProperty(value = "合作保险公司", index = 1)
+    @ColumnWidth(20)
+    @Schema(description = "合作保险公司")
+    private String partnerCompanyName;
+
+    /**
+     *  订单号
+     */
+    @ExcelProperty(value = "订单号", index = 2)
+    @ColumnWidth(15)
+    @Schema(description = "订单号")
+    private String orderNo;
+
+    /**
+     *  车牌号
+     */
+    @ExcelProperty(value = "车牌号", index = 3)
+    @ColumnWidth(15)
+    @Schema(description = "车牌号")
+    private String licenseNo;
+
+
+    /**
+     *  订单类型
+     */
+    @ExcelProperty(value = "订单类型", index = 4)
+    @ColumnWidth(15)
+    @Schema(description = "订单类型")
+    private String orderTypeName;
+
+    /**
+     *  险种
+     */
+    @ExcelProperty(value = "险种", index = 5)
+    @ColumnWidth(10)
+    @Schema(description = "险种")
+    private String riskName;
+
+    /**
+     *  保费
+     */
+    @ExcelProperty(value = "保费", index = 6)
+    @ColumnWidth(10)
+    @Schema(description = "保费")
+    private BigDecimal sumPremium;
+
+    /**
+     *  录单时间
+     */
+    @ExcelProperty(value = "录单时间", index = 7)
+    @ColumnWidth(20)
+    @JsonFormat(timezone = "GMT+8",pattern = "yyyy-MM-dd HH:mm:ss")
+    @DateTimeFormat(pattern="yyyy-MM-dd HH:mm:ss")
+    @Schema(description = "录单时间")
+    private Date createTime;
+
+
+    /**
+     *  签单时间
+     */
+    @ExcelProperty(value = "签单时间", index = 8)
+    @ColumnWidth(20)
+    @JsonFormat(timezone = "GMT+8",pattern = "yyyy-MM-dd HH:mm:ss")
+    @DateTimeFormat(pattern="yyyy-MM-dd HH:mm:ss")
+    @Schema(description = "签单时间")
+    private Date recordTime;
+}

commons/src/main/java/com/jzg/commons/entity/report/dto/ReportCompanyDataManageDto.java

@@ -0,0 +1,121 @@
+package com.jzg.commons.entity.report.dto;
+
+import com.alibaba.excel.annotation.ExcelIgnore;
+import com.alibaba.excel.annotation.ExcelProperty;
+import com.alibaba.excel.annotation.write.style.ColumnWidth;
+import com.alibaba.excel.annotation.write.style.ContentRowHeight;
+import com.alibaba.excel.annotation.write.style.HeadRowHeight;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Builder;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+
+import java.math.BigDecimal;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/23 11:51
+ *  @Description:  业务数据-保险公司-列表
+ */
+@HeadRowHeight(20)
+@ContentRowHeight(15)
+@Data
+@Builder
+@Schema(description = "业务数据-保险公司-列表")
+@AllArgsConstructor
+@NoArgsConstructor
+public class ReportCompanyDataManageDto {
+
+    /**
+     * 保险公司id
+     */
+    @ExcelIgnore
+    @Schema(description = "保险公司id")
+    private String companyId;
+    /**
+     * 保险公司名称
+     */
+    @ExcelProperty(value = "保险公司", index = 0)
+    @ColumnWidth(20)
+    @Schema(description = "保险公司")
+    private String companyName;
+
+
+    /**
+     *  合作保险公司Id
+     */
+    @ExcelIgnore
+    @Schema(description = "合作保险公司Id")
+    private String partnerCompanyId;
+    /**
+     *  合作保险公司名称
+     */
+    @ExcelProperty(value = "合作保险公司", index = 1)
+    @ColumnWidth(20)
+    @Schema(description = "合作保险公司")
+    private String partnerCompanyName;
+
+    /**
+     *  订单数
+     */
+    @ExcelProperty(value = "订单数", index = 2)
+    @ColumnWidth(10)
+    @Schema(description = "订单数")
+    private Integer sumOrderNum;
+
+    /**
+     *  所有的合作公司的总保费
+     */
+    @ExcelIgnore
+    @Schema(description = "所有的合作公司的总保费")
+    private BigDecimal sumCompanyPremium;
+
+    /**
+     *  保费
+     */
+    @ExcelProperty(value = "保费", index = 3)
+    @ColumnWidth(10)
+    @Schema(description = "保费")
+    private BigDecimal sumPremium;
+    /**
+     *  单交保费
+     */
+    @ExcelProperty(value = "单交保费", index = 4)
+    @ColumnWidth(15)
+    @Schema(description = "单交保费")
+    private BigDecimal djPremium;
+
+    /**
+     *  单三保费
+     */
+    @ExcelProperty(value = "单三保费", index = 5)
+    @ColumnWidth(15)
+    @Schema(description = "单三保费")
+    private BigDecimal dszPremium;
+
+    /**
+     *  单商保费
+     */
+    @ExcelProperty(value = "单商保费", index = 6)
+    @ColumnWidth(15)
+    @Schema(description = "单商保费")
+    private BigDecimal dsyPremium;
+
+    /**
+     *  交三保费
+     */
+    @ExcelProperty(value = "交三保费", index = 7)
+    @ColumnWidth(15)
+    @Schema(description = "交三保费")
+    private BigDecimal jszPremium;
+
+    /**
+     *  交商保费
+     */
+    @ExcelProperty(value = "交商保费", index = 8)
+    @ColumnWidth(15)
+    @Schema(description = "交商保费")
+    private BigDecimal jsyPremium;
+}

commons/src/main/java/com/jzg/commons/entity/report/dto/ReportCompanyQuotationDataDto.java

@@ -0,0 +1,163 @@
+package com.jzg.commons.entity.report.dto;
+
+import com.alibaba.excel.annotation.ExcelIgnore;
+import com.alibaba.excel.annotation.ExcelProperty;
+import com.alibaba.excel.annotation.write.style.ColumnWidth;
+import com.alibaba.excel.annotation.write.style.ContentRowHeight;
+import com.alibaba.excel.annotation.write.style.HeadRowHeight;
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Builder;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+import org.apache.poi.ss.formula.functions.Rate;
+import org.springframework.format.annotation.DateTimeFormat;
+
+import java.math.BigDecimal;
+import java.util.Date;
+
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/25 9:06
+ *  @Description:  报价数据-保险公司-列表
+ */
+@HeadRowHeight(20)
+@ContentRowHeight(15)
+@Data
+@Builder
+@Schema(description = "报价数据-保险公司-列表")
+@AllArgsConstructor
+@NoArgsConstructor
+public class ReportCompanyQuotationDataDto {
+
+    /**
+     * 保险公司id
+     */
+    @ExcelIgnore
+    @Schema(description = "保险公司id")
+    private String companyId;
+    /**
+     * 保险公司名称
+     */
+    @ExcelProperty(value = "保险公司", index = 0)
+    @ColumnWidth(20)
+    @Schema(description = "保险公司")
+    private String companyName;
+
+
+    /**
+     *  合作保险公司Id
+     */
+    @ExcelIgnore
+    @Schema(description = "合作保险公司Id")
+    private String partnerCompanyId;
+    /**
+     *  合作保险公司名称
+     */
+    @ExcelProperty(value = "合作保险公司", index = 1)
+    @ColumnWidth(20)
+    @Schema(description = "合作保险公司")
+    private String partnerCompanyName;
+
+    /**
+     *  报价数量
+     */
+    @ExcelProperty(value = "报价数量", index = 2)
+    @ColumnWidth(15)
+    @Schema(description = "报价数量")
+    private Long quoteCountNum;
+
+    /**
+     *  报价量占比
+     */
+    @ExcelProperty(value = "报价量占比", index = 3)
+    @ColumnWidth(15)
+    @Schema(description = "报价量占比")
+    private BigDecimal quoteCountNumProportion;
+
+
+    /**
+     *  报价成功
+     */
+    @ExcelProperty(value = "报价成功", index = 4)
+    @ColumnWidth(15)
+    @Schema(description = "报价成功")
+    private Long quoteSuccessNum;
+
+    /**
+     *  报价失败
+     */
+    @ExcelProperty(value = "报价失败", index = 5)
+    @ColumnWidth(10)
+    @Schema(description = "报价失败")
+    private Long quoteFailNum;
+
+    /**
+     *  平均报价响应时间
+     */
+    @ExcelProperty(value = "平均报价响应时间", index = 6)
+    @ColumnWidth(10)
+    @Schema(description = "平均报价响应时间")
+    private Long avgQuoteTime;
+
+    /**
+     *  提交核保
+     */
+    @ExcelProperty(value = "提交核保", index = 7)
+    @ColumnWidth(20)
+    @Schema(description = "提交核保")
+    private Long waitAuditNum;
+
+    /**
+     *  人工核保数
+     */
+    @ExcelProperty(value = "人工核保数", index = 8)
+    @ColumnWidth(20)
+    @Schema(description = "人工核保数")
+    private Long staffProcessNum;
+
+
+    /**
+     *  核保通过
+     */
+    @ExcelProperty(value = "核保通过", index = 9)
+    @ColumnWidth(20)
+    @Schema(description = "核保通过")
+    private Long underwritPassNum;
+
+    /**
+     *  核保不通过
+     */
+    @ExcelProperty(value = "核保不通过", index = 10)
+    @ColumnWidth(20)
+    @Schema(description = "核保不通过")
+    private Long underwritRejectNum;
+
+
+    /**
+     *  核保通过率
+     */
+    @ExcelProperty(value = "核保通过率", index = 11)
+    @ColumnWidth(20)
+    @Schema(description = "核保通过率")
+    private BigDecimal underwritPassRate;
+
+    /**
+     *  成交单数
+     */
+    @ExcelProperty(value = "成交单数", index = 12)
+    @ColumnWidth(20)
+    @Schema(description = "成交单数")
+    private Long dealOrderNum;
+
+    /**
+     *  转化率
+     */
+    @ExcelProperty(value = "转化率", index = 13)
+    @ColumnWidth(20)
+    @Schema(description = "转化率")
+    private BigDecimal conversionRate;
+}

commons/src/main/java/com/jzg/commons/entity/report/dto/ReportContactPersonDataManageDetailDto.java

@@ -0,0 +1,173 @@
+package com.jzg.commons.entity.report.dto;
+
+
+import com.alibaba.excel.annotation.ExcelIgnore;
+import com.alibaba.excel.annotation.ExcelProperty;
+import com.alibaba.excel.annotation.write.style.ColumnWidth;
+import com.alibaba.excel.annotation.write.style.ContentRowHeight;
+import com.alibaba.excel.annotation.write.style.HeadRowHeight;
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Builder;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+import org.springframework.format.annotation.DateTimeFormat;
+
+import java.math.BigDecimal;
+import java.util.Date;
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/24 14:38
+ *  @Description:  业务数据-对接人-明细
+ */
+@HeadRowHeight(20)
+@ContentRowHeight(15)
+@Data
+@Builder
+@Schema(description = "业务数据-对接人-明细")
+@AllArgsConstructor
+@NoArgsConstructor
+public class ReportContactPersonDataManageDetailDto {
+
+    /**
+     * 对接人
+     */
+    @ExcelProperty(value = "对接人", index = 0)
+    @ColumnWidth(20)
+    @Schema(description = "对接人")
+    private String contactPersonName;
+    /**
+     * 对接人手机号
+     */
+    @ExcelProperty(value = "对接人手机号", index = 1)
+    @ColumnWidth(20)
+    @Schema(description = "对接人手机号")
+    private String contactPersonPhone;
+
+    /**
+     * 保险公司id
+     */
+    @ExcelIgnore
+    @Schema(description = "保险公司id")
+    private String companyId;
+    /**
+     * 保险公司名称
+     */
+    @ExcelProperty(value = "保险公司", index = 2)
+    @ColumnWidth(20)
+    @Schema(description = "保险公司")
+    private String companyName;
+
+
+    /**
+     *  合作保险公司Id
+     */
+    @ExcelIgnore
+    @Schema(description = "合作保险公司Id")
+    private String partnerCompanyId;
+    /**
+     *  合作保险公司名称
+     */
+    @ExcelProperty(value = "合作保险公司", index = 3)
+    @ColumnWidth(20)
+    @Schema(description = "合作保险公司")
+    private String partnerCompanyName;
+
+    /**
+     *  订单号
+     */
+    @ExcelProperty(value = "订单号", index = 4)
+    @ColumnWidth(15)
+    @Schema(description = "订单号")
+    private String orderNo;
+
+    /**
+     *  车牌号
+     */
+    @ExcelProperty(value = "车牌号", index = 5)
+    @ColumnWidth(15)
+    @Schema(description = "车牌号")
+    private String licenseNo;
+
+
+    /**
+     *  订单类型
+     */
+    @ExcelProperty(value = "订单类型", index = 6)
+    @ColumnWidth(15)
+    @Schema(description = "订单类型")
+    private String orderTypeName;
+
+    /**
+     *  险种
+     */
+    @ExcelProperty(value = "险种", index = 7)
+    @ColumnWidth(10)
+    @Schema(description = "险种")
+    private String riskName;
+
+
+
+    /**
+     *  保费
+     */
+    @ExcelProperty(value = "保费", index = 8)
+    @ColumnWidth(10)
+    @Schema(description = "保费")
+    private BigDecimal sumPremium;
+
+    /**
+     *  录单时间
+     */
+    @ExcelProperty(value = "录单时间", index = 9)
+    @ColumnWidth(20)
+    @JsonFormat(timezone = "GMT+8",pattern = "yyyy-MM-dd HH:mm:ss")
+    @DateTimeFormat(pattern="yyyy-MM-dd HH:mm:ss")
+    @Schema(description = "录单时间")
+    private Date createTime;
+
+
+    /**
+     *  签单时间
+     */
+    @ExcelProperty(value = "签单时间", index = 10)
+    @ColumnWidth(20)
+    @JsonFormat(timezone = "GMT+8",pattern = "yyyy-MM-dd HH:mm:ss")
+    @DateTimeFormat(pattern="yyyy-MM-dd HH:mm:ss")
+    @Schema(description = "签单时间")
+    private Date recordTime;
+
+    /**
+     *  业务员
+     */
+    @ExcelProperty(value = "业务员", index = 11)
+    @ColumnWidth(10)
+    @Schema(description = "业务员")
+    private String salesmanName;
+
+    /**
+     *  业务员手机号
+     */
+    @ExcelProperty(value = "手机号", index = 12)
+    @ColumnWidth(10)
+    @Schema(description = "手机号")
+    private String salesmanPhone;
+
+    /**
+     *  协议编号
+     */
+    @ExcelProperty(value = "协议编号", index = 13)
+    @ColumnWidth(10)
+    @Schema(description = "协议编号")
+    private String agreeId;
+
+    /**
+     *  协议名称
+     */
+    @ExcelProperty(value = "协议名称", index = 14)
+    @ColumnWidth(10)
+    @Schema(description = "协议名称")
+    private String agreeName;
+}

commons/src/main/java/com/jzg/commons/entity/report/dto/ReportContactPersonDataManageDto.java

@@ -0,0 +1,121 @@
+package com.jzg.commons.entity.report.dto;
+
+
+import com.alibaba.excel.annotation.ExcelIgnore;
+import com.alibaba.excel.annotation.ExcelProperty;
+import com.alibaba.excel.annotation.write.style.ColumnWidth;
+import com.alibaba.excel.annotation.write.style.ContentRowHeight;
+import com.alibaba.excel.annotation.write.style.HeadRowHeight;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Builder;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+import java.math.BigDecimal;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/24 14:38
+ *  @Description: 业务数据-对接人-列表
+ */
+@HeadRowHeight(20)
+@ContentRowHeight(15)
+@Data
+@Builder
+@Schema(description = "业务数据-对接人-列表")
+@AllArgsConstructor
+@NoArgsConstructor
+public class ReportContactPersonDataManageDto {
+    /**
+     * 对接人
+     */
+    @ExcelProperty(value = "对接人", index = 0)
+    @ColumnWidth(20)
+    @Schema(description = "对接人")
+    private String contactPersonName;
+    /**
+     * 对接人手机号
+     */
+    @ExcelProperty(value = "对接人手机号", index = 1)
+    @ColumnWidth(20)
+    @Schema(description = "对接人手机号")
+    private String contactPersonPhone;
+
+    /**
+     * 保险公司id
+     */
+    @ExcelIgnore
+    @Schema(description = "保险公司id")
+    private String companyId;
+    /**
+     * 保险公司名称
+     */
+    @ExcelProperty(value = "保险公司", index = 2)
+    @ColumnWidth(20)
+    @Schema(description = "保险公司")
+    private String companyName;
+
+
+    /**
+     *  合作保险公司Id
+     */
+    @ExcelIgnore
+    @Schema(description = "合作保险公司Id")
+    private String partnerCompanyId;
+    /**
+     *  合作保险公司名称
+     */
+    @ExcelProperty(value = "合作保险公司", index = 3)
+    @ColumnWidth(20)
+    @Schema(description = "合作保险公司")
+    private String partnerCompanyName;
+    /**
+     *  协议类型
+     */
+    @ExcelProperty(value = "协议类型", index = 4)
+    @ColumnWidth(20)
+    @Schema(description = "协议类型")
+    private String agreeTypeName;
+
+
+    /**
+     *  订单
+     */
+    @ExcelProperty(value = "订单", index = 5)
+    @ColumnWidth(20)
+    @Schema(description = "订单")
+    private Long sumOrderNum;
+
+    /**
+     *  保费
+     */
+    @ExcelProperty(value = "保费", index = 6)
+    @ColumnWidth(20)
+    @Schema(description = "保费")
+    private BigDecimal sumPremium;
+
+    /**
+     *  单均保费
+     */
+    @ExcelProperty(value = "单均保费", index = 7)
+    @ColumnWidth(20)
+    @Schema(description = "单均保费")
+    private BigDecimal avgOrderNumPremium;
+
+    /**
+     *  出单人数
+     */
+    @ExcelProperty(value = "出单人数", index =8)
+    @ColumnWidth(20)
+    @Schema(description = "出单人数")
+    private Long sumPersonNum;
+
+    /**
+     *  人均保费
+     */
+    @ExcelProperty(value = "人均保费", index = 9)
+    @ColumnWidth(20)
+    @Schema(description = "人均保费")
+    private BigDecimal avgPersonNumPremium;
+}

commons/src/main/java/com/jzg/commons/entity/report/dto/ReportCostVerificationDataDetailDto.java

@@ -0,0 +1,157 @@
+package com.jzg.commons.entity.report.dto;
+
+import com.alibaba.excel.annotation.ExcelIgnore;
+import com.alibaba.excel.annotation.ExcelProperty;
+import com.alibaba.excel.annotation.write.style.ColumnWidth;
+import com.alibaba.excel.annotation.write.style.ContentRowHeight;
+import com.alibaba.excel.annotation.write.style.HeadRowHeight;
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Builder;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+import org.springframework.format.annotation.DateTimeFormat;
+
+import java.math.BigDecimal;
+import java.util.Date;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/23 11:51
+ *  @Description:  财务数据-费用校验-明细
+ */
+@HeadRowHeight(20)
+@ContentRowHeight(15)
+@Data
+@Builder
+@Schema(description = "财务数据-费用校验-明细")
+@AllArgsConstructor
+@NoArgsConstructor
+public class ReportCostVerificationDataDetailDto {
+
+    /**
+     *  业务员
+     */
+    @ExcelProperty(value = "业务员", index = 0)
+    @ColumnWidth(10)
+    @Schema(description = "业务员")
+    private String salesmanName;
+
+    /**
+     *  业务员手机号
+     */
+    @ExcelProperty(value = "手机号", index = 1)
+    @ColumnWidth(10)
+    @Schema(description = "手机号")
+    private String salesmanPhone;
+
+    /**
+     * 保险公司id
+     */
+    @ExcelIgnore
+    @Schema(description = "保险公司id")
+    private String companyId;
+    /**
+     * 保险公司名称
+     */
+    @ExcelProperty(value = "保险公司", index = 2)
+    @ColumnWidth(20)
+    @Schema(description = "保险公司")
+    private String companyName;
+
+
+    /**
+     *  合作保险公司Id
+     */
+    @ExcelIgnore
+    @Schema(description = "合作保险公司Id")
+    private String partnerCompanyId;
+    /**
+     *  合作保险公司名称
+     */
+    @ExcelProperty(value = "合作保险公司", index = 3)
+    @ColumnWidth(20)
+    @Schema(description = "合作保险公司")
+    private String partnerCompanyName;
+
+    /**
+     *  订单号
+     */
+    @ExcelProperty(value = "订单号", index = 4)
+    @ColumnWidth(15)
+    @Schema(description = "订单号")
+    private String orderNo;
+
+    /**
+     *  车牌号
+     */
+    @ExcelProperty(value = "车牌号", index = 5)
+    @ColumnWidth(15)
+    @Schema(description = "车牌号")
+    private String licenseNo;
+
+
+    /**
+     *  订单类型
+     */
+    @ExcelProperty(value = "订单类型", index = 6)
+    @ColumnWidth(15)
+    @Schema(description = "订单类型")
+    private String orderTypeName;
+
+    /**
+     *  险种
+     */
+    @ExcelProperty(value = "险种", index = 7)
+    @ColumnWidth(10)
+    @Schema(description = "险种")
+    private String riskName;
+
+
+    /**
+     *  报价次数
+     */
+    @ExcelProperty(value = "报价次数", index = 8)
+    @ColumnWidth(10)
+    @Schema(description = "报价次数")
+    private Long quoteCountNum;
+    /**
+     *  保费
+     */
+    @ExcelProperty(value = "保费", index = 9)
+    @ColumnWidth(10)
+    @Schema(description = "保费")
+    private BigDecimal sumPremium;
+
+    /**
+     *  录单时间
+     */
+    @ExcelProperty(value = "录单时间", index = 9)
+    @ColumnWidth(20)
+    @JsonFormat(timezone = "GMT+8",pattern = "yyyy-MM-dd HH:mm:ss")
+    @DateTimeFormat(pattern="yyyy-MM-dd HH:mm:ss")
+    @Schema(description = "录单时间")
+    private Date createTime;
+
+
+    /**
+     *  签单时间
+     */
+    @ExcelProperty(value = "签单时间", index = 10)
+    @ColumnWidth(20)
+    @JsonFormat(timezone = "GMT+8",pattern = "yyyy-MM-dd HH:mm:ss")
+    @DateTimeFormat(pattern="yyyy-MM-dd HH:mm:ss")
+    @Schema(description = "签单时间")
+    private Date recordTime;
+
+
+    /**
+     *  管理人
+     */
+    @ExcelProperty(value = "管理人", index = 11)
+    @ColumnWidth(15)
+    @Schema(description = "管理人")
+    private String manegerName;
+}

commons/src/main/java/com/jzg/commons/entity/report/dto/ReportCostVerificationDataDto.java

@@ -0,0 +1,157 @@
+package com.jzg.commons.entity.report.dto;
+
+import com.alibaba.excel.annotation.ExcelIgnore;
+import com.alibaba.excel.annotation.ExcelProperty;
+import com.alibaba.excel.annotation.write.style.ColumnWidth;
+import com.alibaba.excel.annotation.write.style.ContentRowHeight;
+import com.alibaba.excel.annotation.write.style.HeadRowHeight;
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Builder;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+import org.springframework.format.annotation.DateTimeFormat;
+
+import java.math.BigDecimal;
+import java.util.Date;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/23 11:51
+ *  @Description:  财务数据-费用校验-列表
+ */
+@HeadRowHeight(20)
+@ContentRowHeight(15)
+@Data
+@Builder
+@Schema(description = "任务数据-业务员-列表")
+@AllArgsConstructor
+@NoArgsConstructor
+public class ReportCostVerificationDataDto {
+
+    /**
+     *  业务员
+     */
+    @ExcelProperty(value = "业务员", index = 0)
+    @ColumnWidth(10)
+    @Schema(description = "业务员")
+    private String salesmanName;
+
+    /**
+     *  业务员手机号
+     */
+    @ExcelProperty(value = "手机号", index = 1)
+    @ColumnWidth(10)
+    @Schema(description = "手机号")
+    private String salesmanPhone;
+
+    /**
+     * 保险公司id
+     */
+    @ExcelIgnore
+    @Schema(description = "保险公司id")
+    private String companyId;
+    /**
+     * 保险公司名称
+     */
+    @ExcelProperty(value = "保险公司", index = 2)
+    @ColumnWidth(20)
+    @Schema(description = "保险公司")
+    private String companyName;
+
+
+    /**
+     *  合作保险公司Id
+     */
+    @ExcelIgnore
+    @Schema(description = "合作保险公司Id")
+    private String partnerCompanyId;
+    /**
+     *  合作保险公司名称
+     */
+    @ExcelProperty(value = "合作保险公司", index = 3)
+    @ColumnWidth(20)
+    @Schema(description = "合作保险公司")
+    private String partnerCompanyName;
+
+    /**
+     *  订单号
+     */
+    @ExcelProperty(value = "订单号", index = 4)
+    @ColumnWidth(15)
+    @Schema(description = "订单号")
+    private String orderNo;
+
+    /**
+     *  车牌号
+     */
+    @ExcelProperty(value = "车牌号", index = 5)
+    @ColumnWidth(15)
+    @Schema(description = "车牌号")
+    private String licenseNo;
+
+
+    /**
+     *  订单类型
+     */
+    @ExcelProperty(value = "订单类型", index = 6)
+    @ColumnWidth(15)
+    @Schema(description = "订单类型")
+    private String orderTypeName;
+
+    /**
+     *  险种
+     */
+    @ExcelProperty(value = "险种", index = 7)
+    @ColumnWidth(10)
+    @Schema(description = "险种")
+    private String riskName;
+
+
+    /**
+     *  报价次数
+     */
+    @ExcelProperty(value = "报价次数", index = 8)
+    @ColumnWidth(10)
+    @Schema(description = "报价次数")
+    private Long quoteCountNum;
+    /**
+     *  保费
+     */
+    @ExcelProperty(value = "保费", index = 9)
+    @ColumnWidth(10)
+    @Schema(description = "保费")
+    private BigDecimal sumPremium;
+
+    /**
+     *  录单时间
+     */
+    @ExcelProperty(value = "录单时间", index = 9)
+    @ColumnWidth(20)
+    @JsonFormat(timezone = "GMT+8",pattern = "yyyy-MM-dd HH:mm:ss")
+    @DateTimeFormat(pattern="yyyy-MM-dd HH:mm:ss")
+    @Schema(description = "录单时间")
+    private Date createTime;
+
+
+    /**
+     *  签单时间
+     */
+    @ExcelProperty(value = "签单时间", index = 10)
+    @ColumnWidth(20)
+    @JsonFormat(timezone = "GMT+8",pattern = "yyyy-MM-dd HH:mm:ss")
+    @DateTimeFormat(pattern="yyyy-MM-dd HH:mm:ss")
+    @Schema(description = "签单时间")
+    private Date recordTime;
+
+
+    /**
+     *  管理人
+     */
+    @ExcelProperty(value = "管理人", index = 11)
+    @ColumnWidth(15)
+    @Schema(description = "管理人")
+    private String manegerName;
+}

commons/src/main/java/com/jzg/commons/entity/report/dto/ReportDictDto.java

@@ -0,0 +1,31 @@
+package com.jzg.commons.entity.report.dto;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+
+import java.io.Serializable;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/17 10:09
+ *  @Description:  字典对象
+ */
+@Data
+@Schema(description = "字典对象")
+@AllArgsConstructor
+@NoArgsConstructor
+public class ReportDictDto implements Serializable {
+    /**
+     * 值
+     */
+    @Schema(description = "值")
+    private String value;
+    /**
+     *  名称
+     */
+    @Schema(description = "名称")
+    private String label;
+}

commons/src/main/java/com/jzg/commons/entity/report/dto/ReportMeetDataDetailDto.java

@@ -0,0 +1,157 @@
+package com.jzg.commons.entity.report.dto;
+
+import com.alibaba.excel.annotation.ExcelIgnore;
+import com.alibaba.excel.annotation.ExcelProperty;
+import com.alibaba.excel.annotation.write.style.ColumnWidth;
+import com.alibaba.excel.annotation.write.style.ContentRowHeight;
+import com.alibaba.excel.annotation.write.style.HeadRowHeight;
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Builder;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+import org.springframework.format.annotation.DateTimeFormat;
+
+import java.math.BigDecimal;
+import java.util.Date;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/23 11:51
+ *  @Description:  财务数据-应付-详情
+ */
+@HeadRowHeight(20)
+@ContentRowHeight(15)
+@Data
+@Builder
+@Schema(description = "财务数据-应付-详情")
+@AllArgsConstructor
+@NoArgsConstructor
+public class ReportMeetDataDetailDto {
+
+    /**
+     *  业务员
+     */
+    @ExcelProperty(value = "业务员", index = 0)
+    @ColumnWidth(10)
+    @Schema(description = "业务员")
+    private String salesmanName;
+
+    /**
+     *  业务员手机号
+     */
+    @ExcelProperty(value = "手机号", index = 1)
+    @ColumnWidth(10)
+    @Schema(description = "手机号")
+    private String salesmanPhone;
+
+    /**
+     * 保险公司id
+     */
+    @ExcelIgnore
+    @Schema(description = "保险公司id")
+    private String companyId;
+    /**
+     * 保险公司名称
+     */
+    @ExcelProperty(value = "保险公司", index = 2)
+    @ColumnWidth(20)
+    @Schema(description = "保险公司")
+    private String companyName;
+
+
+    /**
+     *  合作保险公司Id
+     */
+    @ExcelIgnore
+    @Schema(description = "合作保险公司Id")
+    private String partnerCompanyId;
+    /**
+     *  合作保险公司名称
+     */
+    @ExcelProperty(value = "合作保险公司", index = 3)
+    @ColumnWidth(20)
+    @Schema(description = "合作保险公司")
+    private String partnerCompanyName;
+
+    /**
+     *  订单号
+     */
+    @ExcelProperty(value = "订单号", index = 4)
+    @ColumnWidth(15)
+    @Schema(description = "订单号")
+    private String orderNo;
+
+    /**
+     *  车牌号
+     */
+    @ExcelProperty(value = "车牌号", index = 5)
+    @ColumnWidth(15)
+    @Schema(description = "车牌号")
+    private String licenseNo;
+
+
+    /**
+     *  订单类型
+     */
+    @ExcelProperty(value = "订单类型", index = 6)
+    @ColumnWidth(15)
+    @Schema(description = "订单类型")
+    private String orderTypeName;
+
+    /**
+     *  险种
+     */
+    @ExcelProperty(value = "险种", index = 7)
+    @ColumnWidth(10)
+    @Schema(description = "险种")
+    private String riskName;
+
+
+    /**
+     *  报价次数
+     */
+    @ExcelProperty(value = "报价次数", index = 8)
+    @ColumnWidth(10)
+    @Schema(description = "报价次数")
+    private Long quoteCountNum;
+    /**
+     *  保费
+     */
+    @ExcelProperty(value = "保费", index = 9)
+    @ColumnWidth(10)
+    @Schema(description = "保费")
+    private BigDecimal sumPremium;
+
+    /**
+     *  录单时间
+     */
+    @ExcelProperty(value = "录单时间", index = 9)
+    @ColumnWidth(20)
+    @JsonFormat(timezone = "GMT+8",pattern = "yyyy-MM-dd HH:mm:ss")
+    @DateTimeFormat(pattern="yyyy-MM-dd HH:mm:ss")
+    @Schema(description = "录单时间")
+    private Date createTime;
+
+
+    /**
+     *  签单时间
+     */
+    @ExcelProperty(value = "签单时间", index = 10)
+    @ColumnWidth(20)
+    @JsonFormat(timezone = "GMT+8",pattern = "yyyy-MM-dd HH:mm:ss")
+    @DateTimeFormat(pattern="yyyy-MM-dd HH:mm:ss")
+    @Schema(description = "签单时间")
+    private Date recordTime;
+
+
+    /**
+     *  管理人
+     */
+    @ExcelProperty(value = "管理人", index = 11)
+    @ColumnWidth(15)
+    @Schema(description = "管理人")
+    private String manegerName;
+}

commons/src/main/java/com/jzg/commons/entity/report/dto/ReportMeetDataDto.java

@@ -0,0 +1,157 @@
+package com.jzg.commons.entity.report.dto;
+
+import com.alibaba.excel.annotation.ExcelIgnore;
+import com.alibaba.excel.annotation.ExcelProperty;
+import com.alibaba.excel.annotation.write.style.ColumnWidth;
+import com.alibaba.excel.annotation.write.style.ContentRowHeight;
+import com.alibaba.excel.annotation.write.style.HeadRowHeight;
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Builder;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+import org.springframework.format.annotation.DateTimeFormat;
+
+import java.math.BigDecimal;
+import java.util.Date;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/23 11:51
+ *  @Description:  财务数据-应付-列表
+ */
+@HeadRowHeight(20)
+@ContentRowHeight(15)
+@Data
+@Builder
+@Schema(description = "财务数据-应付-列表")
+@AllArgsConstructor
+@NoArgsConstructor
+public class ReportMeetDataDto {
+
+    /**
+     *  业务员
+     */
+    @ExcelProperty(value = "业务员", index = 0)
+    @ColumnWidth(10)
+    @Schema(description = "业务员")
+    private String salesmanName;
+
+    /**
+     *  业务员手机号
+     */
+    @ExcelProperty(value = "手机号", index = 1)
+    @ColumnWidth(10)
+    @Schema(description = "手机号")
+    private String salesmanPhone;
+
+    /**
+     * 保险公司id
+     */
+    @ExcelIgnore
+    @Schema(description = "保险公司id")
+    private String companyId;
+    /**
+     * 保险公司名称
+     */
+    @ExcelProperty(value = "保险公司", index = 2)
+    @ColumnWidth(20)
+    @Schema(description = "保险公司")
+    private String companyName;
+
+
+    /**
+     *  合作保险公司Id
+     */
+    @ExcelIgnore
+    @Schema(description = "合作保险公司Id")
+    private String partnerCompanyId;
+    /**
+     *  合作保险公司名称
+     */
+    @ExcelProperty(value = "合作保险公司", index = 3)
+    @ColumnWidth(20)
+    @Schema(description = "合作保险公司")
+    private String partnerCompanyName;
+
+    /**
+     *  订单号
+     */
+    @ExcelProperty(value = "订单号", index = 4)
+    @ColumnWidth(15)
+    @Schema(description = "订单号")
+    private String orderNo;
+
+    /**
+     *  车牌号
+     */
+    @ExcelProperty(value = "车牌号", index = 5)
+    @ColumnWidth(15)
+    @Schema(description = "车牌号")
+    private String licenseNo;
+
+
+    /**
+     *  订单类型
+     */
+    @ExcelProperty(value = "订单类型", index = 6)
+    @ColumnWidth(15)
+    @Schema(description = "订单类型")
+    private String orderTypeName;
+
+    /**
+     *  险种
+     */
+    @ExcelProperty(value = "险种", index = 7)
+    @ColumnWidth(10)
+    @Schema(description = "险种")
+    private String riskName;
+
+
+    /**
+     *  报价次数
+     */
+    @ExcelProperty(value = "报价次数", index = 8)
+    @ColumnWidth(10)
+    @Schema(description = "报价次数")
+    private Long quoteCountNum;
+    /**
+     *  保费
+     */
+    @ExcelProperty(value = "保费", index = 9)
+    @ColumnWidth(10)
+    @Schema(description = "保费")
+    private BigDecimal sumPremium;
+
+    /**
+     *  录单时间
+     */
+    @ExcelProperty(value = "录单时间", index = 9)
+    @ColumnWidth(20)
+    @JsonFormat(timezone = "GMT+8",pattern = "yyyy-MM-dd HH:mm:ss")
+    @DateTimeFormat(pattern="yyyy-MM-dd HH:mm:ss")
+    @Schema(description = "录单时间")
+    private Date createTime;
+
+
+    /**
+     *  签单时间
+     */
+    @ExcelProperty(value = "签单时间", index = 10)
+    @ColumnWidth(20)
+    @JsonFormat(timezone = "GMT+8",pattern = "yyyy-MM-dd HH:mm:ss")
+    @DateTimeFormat(pattern="yyyy-MM-dd HH:mm:ss")
+    @Schema(description = "签单时间")
+    private Date recordTime;
+
+
+    /**
+     *  管理人
+     */
+    @ExcelProperty(value = "管理人", index = 11)
+    @ColumnWidth(15)
+    @Schema(description = "管理人")
+    private String manegerName;
+}

commons/src/main/java/com/jzg/commons/entity/report/dto/ReportOperatingProfitDataDto.java

@@ -0,0 +1,157 @@
+package com.jzg.commons.entity.report.dto;
+
+import com.alibaba.excel.annotation.ExcelIgnore;
+import com.alibaba.excel.annotation.ExcelProperty;
+import com.alibaba.excel.annotation.write.style.ColumnWidth;
+import com.alibaba.excel.annotation.write.style.ContentRowHeight;
+import com.alibaba.excel.annotation.write.style.HeadRowHeight;
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Builder;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+import org.springframework.format.annotation.DateTimeFormat;
+
+import java.math.BigDecimal;
+import java.util.Date;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/23 11:51
+ *  @Description:  财务数据-经营利润-列表
+ */
+@HeadRowHeight(20)
+@ContentRowHeight(15)
+@Data
+@Builder
+@Schema(description = "财务数据-经营利润-列表")
+@AllArgsConstructor
+@NoArgsConstructor
+public class ReportOperatingProfitDataDto {
+
+    /**
+     *  业务员
+     */
+    @ExcelProperty(value = "业务员", index = 0)
+    @ColumnWidth(10)
+    @Schema(description = "业务员")
+    private String salesmanName;
+
+    /**
+     *  业务员手机号
+     */
+    @ExcelProperty(value = "手机号", index = 1)
+    @ColumnWidth(10)
+    @Schema(description = "手机号")
+    private String salesmanPhone;
+
+    /**
+     * 保险公司id
+     */
+    @ExcelIgnore
+    @Schema(description = "保险公司id")
+    private String companyId;
+    /**
+     * 保险公司名称
+     */
+    @ExcelProperty(value = "保险公司", index = 2)
+    @ColumnWidth(20)
+    @Schema(description = "保险公司")
+    private String companyName;
+
+
+    /**
+     *  合作保险公司Id
+     */
+    @ExcelIgnore
+    @Schema(description = "合作保险公司Id")
+    private String partnerCompanyId;
+    /**
+     *  合作保险公司名称
+     */
+    @ExcelProperty(value = "合作保险公司", index = 3)
+    @ColumnWidth(20)
+    @Schema(description = "合作保险公司")
+    private String partnerCompanyName;
+
+    /**
+     *  订单号
+     */
+    @ExcelProperty(value = "订单号", index = 4)
+    @ColumnWidth(15)
+    @Schema(description = "订单号")
+    private String orderNo;
+
+    /**
+     *  车牌号
+     */
+    @ExcelProperty(value = "车牌号", index = 5)
+    @ColumnWidth(15)
+    @Schema(description = "车牌号")
+    private String licenseNo;
+
+
+    /**
+     *  订单类型
+     */
+    @ExcelProperty(value = "订单类型", index = 6)
+    @ColumnWidth(15)
+    @Schema(description = "订单类型")
+    private String orderTypeName;
+
+    /**
+     *  险种
+     */
+    @ExcelProperty(value = "险种", index = 7)
+    @ColumnWidth(10)
+    @Schema(description = "险种")
+    private String riskName;
+
+
+    /**
+     *  报价次数
+     */
+    @ExcelProperty(value = "报价次数", index = 8)
+    @ColumnWidth(10)
+    @Schema(description = "报价次数")
+    private Long quoteCountNum;
+    /**
+     *  保费
+     */
+    @ExcelProperty(value = "保费", index = 9)
+    @ColumnWidth(10)
+    @Schema(description = "保费")
+    private BigDecimal sumPremium;
+
+    /**
+     *  录单时间
+     */
+    @ExcelProperty(value = "录单时间", index = 9)
+    @ColumnWidth(20)
+    @JsonFormat(timezone = "GMT+8",pattern = "yyyy-MM-dd HH:mm:ss")
+    @DateTimeFormat(pattern="yyyy-MM-dd HH:mm:ss")
+    @Schema(description = "录单时间")
+    private Date createTime;
+
+
+    /**
+     *  签单时间
+     */
+    @ExcelProperty(value = "签单时间", index = 10)
+    @ColumnWidth(20)
+    @JsonFormat(timezone = "GMT+8",pattern = "yyyy-MM-dd HH:mm:ss")
+    @DateTimeFormat(pattern="yyyy-MM-dd HH:mm:ss")
+    @Schema(description = "签单时间")
+    private Date recordTime;
+
+
+    /**
+     *  管理人
+     */
+    @ExcelProperty(value = "管理人", index = 11)
+    @ColumnWidth(15)
+    @Schema(description = "管理人")
+    private String manegerName;
+}

commons/src/main/java/com/jzg/commons/entity/report/dto/ReportPersonCheckDataDetailDto.java

@@ -0,0 +1,157 @@
+package com.jzg.commons.entity.report.dto;
+
+import com.alibaba.excel.annotation.ExcelIgnore;
+import com.alibaba.excel.annotation.ExcelProperty;
+import com.alibaba.excel.annotation.write.style.ColumnWidth;
+import com.alibaba.excel.annotation.write.style.ContentRowHeight;
+import com.alibaba.excel.annotation.write.style.HeadRowHeight;
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Builder;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+import org.springframework.format.annotation.DateTimeFormat;
+
+import java.math.BigDecimal;
+import java.util.Date;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/23 11:51
+ *  @Description:  财务数据-人员审核-明细
+ */
+@HeadRowHeight(20)
+@ContentRowHeight(15)
+@Data
+@Builder
+@Schema(description = "财务数据-人员审核-明细")
+@AllArgsConstructor
+@NoArgsConstructor
+public class ReportPersonCheckDataDetailDto {
+
+    /**
+     *  业务员
+     */
+    @ExcelProperty(value = "业务员", index = 0)
+    @ColumnWidth(10)
+    @Schema(description = "业务员")
+    private String salesmanName;
+
+    /**
+     *  业务员手机号
+     */
+    @ExcelProperty(value = "手机号", index = 1)
+    @ColumnWidth(10)
+    @Schema(description = "手机号")
+    private String salesmanPhone;
+
+    /**
+     * 保险公司id
+     */
+    @ExcelIgnore
+    @Schema(description = "保险公司id")
+    private String companyId;
+    /**
+     * 保险公司名称
+     */
+    @ExcelProperty(value = "保险公司", index = 2)
+    @ColumnWidth(20)
+    @Schema(description = "保险公司")
+    private String companyName;
+
+
+    /**
+     *  合作保险公司Id
+     */
+    @ExcelIgnore
+    @Schema(description = "合作保险公司Id")
+    private String partnerCompanyId;
+    /**
+     *  合作保险公司名称
+     */
+    @ExcelProperty(value = "合作保险公司", index = 3)
+    @ColumnWidth(20)
+    @Schema(description = "合作保险公司")
+    private String partnerCompanyName;
+
+    /**
+     *  订单号
+     */
+    @ExcelProperty(value = "订单号", index = 4)
+    @ColumnWidth(15)
+    @Schema(description = "订单号")
+    private String orderNo;
+
+    /**
+     *  车牌号
+     */
+    @ExcelProperty(value = "车牌号", index = 5)
+    @ColumnWidth(15)
+    @Schema(description = "车牌号")
+    private String licenseNo;
+
+
+    /**
+     *  订单类型
+     */
+    @ExcelProperty(value = "订单类型", index = 6)
+    @ColumnWidth(15)
+    @Schema(description = "订单类型")
+    private String orderTypeName;
+
+    /**
+     *  险种
+     */
+    @ExcelProperty(value = "险种", index = 7)
+    @ColumnWidth(10)
+    @Schema(description = "险种")
+    private String riskName;
+
+
+    /**
+     *  报价次数
+     */
+    @ExcelProperty(value = "报价次数", index = 8)
+    @ColumnWidth(10)
+    @Schema(description = "报价次数")
+    private Long quoteCountNum;
+    /**
+     *  保费
+     */
+    @ExcelProperty(value = "保费", index = 9)
+    @ColumnWidth(10)
+    @Schema(description = "保费")
+    private BigDecimal sumPremium;
+
+    /**
+     *  录单时间
+     */
+    @ExcelProperty(value = "录单时间", index = 9)
+    @ColumnWidth(20)
+    @JsonFormat(timezone = "GMT+8",pattern = "yyyy-MM-dd HH:mm:ss")
+    @DateTimeFormat(pattern="yyyy-MM-dd HH:mm:ss")
+    @Schema(description = "录单时间")
+    private Date createTime;
+
+
+    /**
+     *  签单时间
+     */
+    @ExcelProperty(value = "签单时间", index = 10)
+    @ColumnWidth(20)
+    @JsonFormat(timezone = "GMT+8",pattern = "yyyy-MM-dd HH:mm:ss")
+    @DateTimeFormat(pattern="yyyy-MM-dd HH:mm:ss")
+    @Schema(description = "签单时间")
+    private Date recordTime;
+
+
+    /**
+     *  管理人
+     */
+    @ExcelProperty(value = "管理人", index = 11)
+    @ColumnWidth(15)
+    @Schema(description = "管理人")
+    private String manegerName;
+}

commons/src/main/java/com/jzg/commons/entity/report/dto/ReportPersonCheckDataDto.java

@@ -0,0 +1,157 @@
+package com.jzg.commons.entity.report.dto;
+
+import com.alibaba.excel.annotation.ExcelIgnore;
+import com.alibaba.excel.annotation.ExcelProperty;
+import com.alibaba.excel.annotation.write.style.ColumnWidth;
+import com.alibaba.excel.annotation.write.style.ContentRowHeight;
+import com.alibaba.excel.annotation.write.style.HeadRowHeight;
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Builder;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+import org.springframework.format.annotation.DateTimeFormat;
+
+import java.math.BigDecimal;
+import java.util.Date;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/23 11:51
+ *  @Description:  财务数据-人员审核-列表
+ */
+@HeadRowHeight(20)
+@ContentRowHeight(15)
+@Data
+@Builder
+@Schema(description = "财务数据-人员审核-列表")
+@AllArgsConstructor
+@NoArgsConstructor
+public class ReportPersonCheckDataDto {
+
+    /**
+     *  业务员
+     */
+    @ExcelProperty(value = "业务员", index = 0)
+    @ColumnWidth(10)
+    @Schema(description = "业务员")
+    private String salesmanName;
+
+    /**
+     *  业务员手机号
+     */
+    @ExcelProperty(value = "手机号", index = 1)
+    @ColumnWidth(10)
+    @Schema(description = "手机号")
+    private String salesmanPhone;
+
+    /**
+     * 保险公司id
+     */
+    @ExcelIgnore
+    @Schema(description = "保险公司id")
+    private String companyId;
+    /**
+     * 保险公司名称
+     */
+    @ExcelProperty(value = "保险公司", index = 2)
+    @ColumnWidth(20)
+    @Schema(description = "保险公司")
+    private String companyName;
+
+
+    /**
+     *  合作保险公司Id
+     */
+    @ExcelIgnore
+    @Schema(description = "合作保险公司Id")
+    private String partnerCompanyId;
+    /**
+     *  合作保险公司名称
+     */
+    @ExcelProperty(value = "合作保险公司", index = 3)
+    @ColumnWidth(20)
+    @Schema(description = "合作保险公司")
+    private String partnerCompanyName;
+
+    /**
+     *  订单号
+     */
+    @ExcelProperty(value = "订单号", index = 4)
+    @ColumnWidth(15)
+    @Schema(description = "订单号")
+    private String orderNo;
+
+    /**
+     *  车牌号
+     */
+    @ExcelProperty(value = "车牌号", index = 5)
+    @ColumnWidth(15)
+    @Schema(description = "车牌号")
+    private String licenseNo;
+
+
+    /**
+     *  订单类型
+     */
+    @ExcelProperty(value = "订单类型", index = 6)
+    @ColumnWidth(15)
+    @Schema(description = "订单类型")
+    private String orderTypeName;
+
+    /**
+     *  险种
+     */
+    @ExcelProperty(value = "险种", index = 7)
+    @ColumnWidth(10)
+    @Schema(description = "险种")
+    private String riskName;
+
+
+    /**
+     *  报价次数
+     */
+    @ExcelProperty(value = "报价次数", index = 8)
+    @ColumnWidth(10)
+    @Schema(description = "报价次数")
+    private Long quoteCountNum;
+    /**
+     *  保费
+     */
+    @ExcelProperty(value = "保费", index = 9)
+    @ColumnWidth(10)
+    @Schema(description = "保费")
+    private BigDecimal sumPremium;
+
+    /**
+     *  录单时间
+     */
+    @ExcelProperty(value = "录单时间", index = 9)
+    @ColumnWidth(20)
+    @JsonFormat(timezone = "GMT+8",pattern = "yyyy-MM-dd HH:mm:ss")
+    @DateTimeFormat(pattern="yyyy-MM-dd HH:mm:ss")
+    @Schema(description = "录单时间")
+    private Date createTime;
+
+
+    /**
+     *  签单时间
+     */
+    @ExcelProperty(value = "签单时间", index = 10)
+    @ColumnWidth(20)
+    @JsonFormat(timezone = "GMT+8",pattern = "yyyy-MM-dd HH:mm:ss")
+    @DateTimeFormat(pattern="yyyy-MM-dd HH:mm:ss")
+    @Schema(description = "签单时间")
+    private Date recordTime;
+
+
+    /**
+     *  管理人
+     */
+    @ExcelProperty(value = "管理人", index = 11)
+    @ColumnWidth(15)
+    @Schema(description = "管理人")
+    private String manegerName;
+}

commons/src/main/java/com/jzg/commons/entity/report/dto/ReportQuotationOrderDataDto.java

@@ -0,0 +1,118 @@
+package com.jzg.commons.entity.report.dto;
+
+import com.alibaba.excel.annotation.ExcelIgnore;
+import com.alibaba.excel.annotation.ExcelProperty;
+import com.alibaba.excel.annotation.write.style.ColumnWidth;
+import com.alibaba.excel.annotation.write.style.ContentRowHeight;
+import com.alibaba.excel.annotation.write.style.HeadRowHeight;
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Builder;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+import org.springframework.format.annotation.DateTimeFormat;
+
+import java.math.BigDecimal;
+import java.util.Date;
+
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/25 9:06
+ *  @Description:  报价数据-报价订单-列表
+ */
+@HeadRowHeight(20)
+@ContentRowHeight(15)
+@Data
+@Builder
+@Schema(description = "报价数据-报价订单-列表")
+@AllArgsConstructor
+@NoArgsConstructor
+public class ReportQuotationOrderDataDto {
+
+
+    /**
+     * 车牌号
+     */
+    @ExcelProperty(value = "车牌号", index = 0)
+    @ColumnWidth(20)
+    @Schema(description = "车牌号")
+    private String licenseNo;
+
+    /**
+     *  发动机号
+     */
+    @ExcelProperty(value = "发动机号", index = 1)
+    @ColumnWidth(20)
+    @Schema(description = "发动机号")
+    private String engineNo;
+
+    /**
+     *  车架号
+     */
+    @ExcelProperty(value = "车架号", index = 2)
+    @ColumnWidth(15)
+    @Schema(description = "车架号")
+    private String vinNo;
+
+    /**
+     *  品牌型号
+     */
+    @ExcelProperty(value = "品牌型号", index = 3)
+    @ColumnWidth(15)
+    @Schema(description = "品牌型号")
+    private String brandName;
+
+
+    /**
+     *  报价订单
+     */
+    @ExcelProperty(value = "报价订单", index = 4)
+    @ColumnWidth(15)
+    @Schema(description = "报价订单")
+    private Long quoteOrderNum;
+
+    /**
+     *  报价次数
+     */
+    @ExcelProperty(value = "报价次数", index = 5)
+    @ColumnWidth(10)
+    @Schema(description = "报价次数")
+    private Long quoteCountNum;
+
+    /**
+     *  最低保费
+     */
+    @ExcelProperty(value = "最低保费", index = 6)
+    @ColumnWidth(10)
+    @Schema(description = "最低保费")
+    private BigDecimal minPremium;
+
+    /**
+     *  最高保费
+     */
+    @ExcelProperty(value = "最高保费", index = 7)
+    @ColumnWidth(10)
+    @Schema(description = "最高保费")
+    private BigDecimal maxPremium;
+
+
+    /**
+     *  成交保险公司
+     */
+    @ExcelProperty(value = "成交保险公司", index = 8)
+    @ColumnWidth(10)
+    @Schema(description = "成交保险公司")
+    private String dealCompanyName;
+
+
+    /**
+     *  成交保费
+     */
+    @ExcelProperty(value = "成交保费", index = 9)
+    @ColumnWidth(10)
+    @Schema(description = "成交保费")
+    private BigDecimal dealPremium;
+}

commons/src/main/java/com/jzg/commons/entity/report/dto/ReportReceivableDataDetailDto.java

@@ -0,0 +1,157 @@
+package com.jzg.commons.entity.report.dto;
+
+import com.alibaba.excel.annotation.ExcelIgnore;
+import com.alibaba.excel.annotation.ExcelProperty;
+import com.alibaba.excel.annotation.write.style.ColumnWidth;
+import com.alibaba.excel.annotation.write.style.ContentRowHeight;
+import com.alibaba.excel.annotation.write.style.HeadRowHeight;
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Builder;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+import org.springframework.format.annotation.DateTimeFormat;
+
+import java.math.BigDecimal;
+import java.util.Date;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/23 11:51
+ *  @Description:  财务数据-应收-明细
+ */
+@HeadRowHeight(20)
+@ContentRowHeight(15)
+@Data
+@Builder
+@Schema(description = "财务数据-应收-明细")
+@AllArgsConstructor
+@NoArgsConstructor
+public class ReportReceivableDataDetailDto {
+
+    /**
+     *  业务员
+     */
+    @ExcelProperty(value = "业务员", index = 0)
+    @ColumnWidth(10)
+    @Schema(description = "业务员")
+    private String salesmanName;
+
+    /**
+     *  业务员手机号
+     */
+    @ExcelProperty(value = "手机号", index = 1)
+    @ColumnWidth(10)
+    @Schema(description = "手机号")
+    private String salesmanPhone;
+
+    /**
+     * 保险公司id
+     */
+    @ExcelIgnore
+    @Schema(description = "保险公司id")
+    private String companyId;
+    /**
+     * 保险公司名称
+     */
+    @ExcelProperty(value = "保险公司", index = 2)
+    @ColumnWidth(20)
+    @Schema(description = "保险公司")
+    private String companyName;
+
+
+    /**
+     *  合作保险公司Id
+     */
+    @ExcelIgnore
+    @Schema(description = "合作保险公司Id")
+    private String partnerCompanyId;
+    /**
+     *  合作保险公司名称
+     */
+    @ExcelProperty(value = "合作保险公司", index = 3)
+    @ColumnWidth(20)
+    @Schema(description = "合作保险公司")
+    private String partnerCompanyName;
+
+    /**
+     *  订单号
+     */
+    @ExcelProperty(value = "订单号", index = 4)
+    @ColumnWidth(15)
+    @Schema(description = "订单号")
+    private String orderNo;
+
+    /**
+     *  车牌号
+     */
+    @ExcelProperty(value = "车牌号", index = 5)
+    @ColumnWidth(15)
+    @Schema(description = "车牌号")
+    private String licenseNo;
+
+
+    /**
+     *  订单类型
+     */
+    @ExcelProperty(value = "订单类型", index = 6)
+    @ColumnWidth(15)
+    @Schema(description = "订单类型")
+    private String orderTypeName;
+
+    /**
+     *  险种
+     */
+    @ExcelProperty(value = "险种", index = 7)
+    @ColumnWidth(10)
+    @Schema(description = "险种")
+    private String riskName;
+
+
+    /**
+     *  报价次数
+     */
+    @ExcelProperty(value = "报价次数", index = 8)
+    @ColumnWidth(10)
+    @Schema(description = "报价次数")
+    private Long quoteCountNum;
+    /**
+     *  保费
+     */
+    @ExcelProperty(value = "保费", index = 9)
+    @ColumnWidth(10)
+    @Schema(description = "保费")
+    private BigDecimal sumPremium;
+
+    /**
+     *  录单时间
+     */
+    @ExcelProperty(value = "录单时间", index = 9)
+    @ColumnWidth(20)
+    @JsonFormat(timezone = "GMT+8",pattern = "yyyy-MM-dd HH:mm:ss")
+    @DateTimeFormat(pattern="yyyy-MM-dd HH:mm:ss")
+    @Schema(description = "录单时间")
+    private Date createTime;
+
+
+    /**
+     *  签单时间
+     */
+    @ExcelProperty(value = "签单时间", index = 10)
+    @ColumnWidth(20)
+    @JsonFormat(timezone = "GMT+8",pattern = "yyyy-MM-dd HH:mm:ss")
+    @DateTimeFormat(pattern="yyyy-MM-dd HH:mm:ss")
+    @Schema(description = "签单时间")
+    private Date recordTime;
+
+
+    /**
+     *  管理人
+     */
+    @ExcelProperty(value = "管理人", index = 11)
+    @ColumnWidth(15)
+    @Schema(description = "管理人")
+    private String manegerName;
+}

commons/src/main/java/com/jzg/commons/entity/report/dto/ReportReceivableDataDto.java

@@ -0,0 +1,157 @@
+package com.jzg.commons.entity.report.dto;
+
+import com.alibaba.excel.annotation.ExcelIgnore;
+import com.alibaba.excel.annotation.ExcelProperty;
+import com.alibaba.excel.annotation.write.style.ColumnWidth;
+import com.alibaba.excel.annotation.write.style.ContentRowHeight;
+import com.alibaba.excel.annotation.write.style.HeadRowHeight;
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Builder;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+import org.springframework.format.annotation.DateTimeFormat;
+
+import java.math.BigDecimal;
+import java.util.Date;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/23 11:51
+ *  @Description:  财务数据-应收-列表
+ */
+@HeadRowHeight(20)
+@ContentRowHeight(15)
+@Data
+@Builder
+@Schema(description = "财务数据-应收-列表")
+@AllArgsConstructor
+@NoArgsConstructor
+public class ReportReceivableDataDto {
+
+    /**
+     *  业务员
+     */
+    @ExcelProperty(value = "业务员", index = 0)
+    @ColumnWidth(10)
+    @Schema(description = "业务员")
+    private String salesmanName;
+
+    /**
+     *  业务员手机号
+     */
+    @ExcelProperty(value = "手机号", index = 1)
+    @ColumnWidth(10)
+    @Schema(description = "手机号")
+    private String salesmanPhone;
+
+    /**
+     * 保险公司id
+     */
+    @ExcelIgnore
+    @Schema(description = "保险公司id")
+    private String companyId;
+    /**
+     * 保险公司名称
+     */
+    @ExcelProperty(value = "保险公司", index = 2)
+    @ColumnWidth(20)
+    @Schema(description = "保险公司")
+    private String companyName;
+
+
+    /**
+     *  合作保险公司Id
+     */
+    @ExcelIgnore
+    @Schema(description = "合作保险公司Id")
+    private String partnerCompanyId;
+    /**
+     *  合作保险公司名称
+     */
+    @ExcelProperty(value = "合作保险公司", index = 3)
+    @ColumnWidth(20)
+    @Schema(description = "合作保险公司")
+    private String partnerCompanyName;
+
+    /**
+     *  订单号
+     */
+    @ExcelProperty(value = "订单号", index = 4)
+    @ColumnWidth(15)
+    @Schema(description = "订单号")
+    private String orderNo;
+
+    /**
+     *  车牌号
+     */
+    @ExcelProperty(value = "车牌号", index = 5)
+    @ColumnWidth(15)
+    @Schema(description = "车牌号")
+    private String licenseNo;
+
+
+    /**
+     *  订单类型
+     */
+    @ExcelProperty(value = "订单类型", index = 6)
+    @ColumnWidth(15)
+    @Schema(description = "订单类型")
+    private String orderTypeName;
+
+    /**
+     *  险种
+     */
+    @ExcelProperty(value = "险种", index = 7)
+    @ColumnWidth(10)
+    @Schema(description = "险种")
+    private String riskName;
+
+
+    /**
+     *  报价次数
+     */
+    @ExcelProperty(value = "报价次数", index = 8)
+    @ColumnWidth(10)
+    @Schema(description = "报价次数")
+    private Long quoteCountNum;
+    /**
+     *  保费
+     */
+    @ExcelProperty(value = "保费", index = 9)
+    @ColumnWidth(10)
+    @Schema(description = "保费")
+    private BigDecimal sumPremium;
+
+    /**
+     *  录单时间
+     */
+    @ExcelProperty(value = "录单时间", index = 9)
+    @ColumnWidth(20)
+    @JsonFormat(timezone = "GMT+8",pattern = "yyyy-MM-dd HH:mm:ss")
+    @DateTimeFormat(pattern="yyyy-MM-dd HH:mm:ss")
+    @Schema(description = "录单时间")
+    private Date createTime;
+
+
+    /**
+     *  签单时间
+     */
+    @ExcelProperty(value = "签单时间", index = 10)
+    @ColumnWidth(20)
+    @JsonFormat(timezone = "GMT+8",pattern = "yyyy-MM-dd HH:mm:ss")
+    @DateTimeFormat(pattern="yyyy-MM-dd HH:mm:ss")
+    @Schema(description = "签单时间")
+    private Date recordTime;
+
+
+    /**
+     *  管理人
+     */
+    @ExcelProperty(value = "管理人", index = 11)
+    @ColumnWidth(15)
+    @Schema(description = "管理人")
+    private String manegerName;
+}

commons/src/main/java/com/jzg/commons/entity/report/dto/ReportRiskDataManageDetailDto.java

@@ -0,0 +1,140 @@
+package com.jzg.commons.entity.report.dto;
+
+import com.alibaba.excel.annotation.ExcelIgnore;
+import com.alibaba.excel.annotation.ExcelProperty;
+import com.alibaba.excel.annotation.write.style.ColumnWidth;
+import com.alibaba.excel.annotation.write.style.ContentRowHeight;
+import com.alibaba.excel.annotation.write.style.HeadRowHeight;
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Builder;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+import org.springframework.format.annotation.DateTimeFormat;
+
+import java.math.BigDecimal;
+import java.util.Date;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/24 11:15
+ *  @Description: 业务数据-险种报表-明细实体
+ */
+@HeadRowHeight(20)
+@ContentRowHeight(15)
+@Data
+@Builder
+@Schema(description = "业务数据-险种报表-明细实体")
+@AllArgsConstructor
+@NoArgsConstructor
+public class ReportRiskDataManageDetailDto {
+    /**
+     * 保险公司id
+     */
+    @ExcelIgnore
+    @Schema(description = "保险公司id")
+    private String companyId;
+    /**
+     * 保险公司名称
+     */
+    @ExcelProperty(value = "保险公司", index = 0)
+    @ColumnWidth(20)
+    @Schema(description = "保险公司")
+    private String companyName;
+
+
+    /**
+     *  合作保险公司Id
+     */
+    @ExcelIgnore
+    @Schema(description = "合作保险公司Id")
+    private String partnerCompanyId;
+    /**
+     *  合作保险公司名称
+     */
+    @ExcelProperty(value = "合作保险公司", index = 1)
+    @ColumnWidth(20)
+    @Schema(description = "合作保险公司")
+    private String partnerCompanyName;
+
+    /**
+     *  订单号
+     */
+    @ExcelProperty(value = "订单号", index = 2)
+    @ColumnWidth(15)
+    @Schema(description = "订单号")
+    private String orderNo;
+
+    /**
+     *  车牌号
+     */
+    @ExcelProperty(value = "车牌号", index = 3)
+    @ColumnWidth(15)
+    @Schema(description = "车牌号")
+    private String licenseNo;
+
+
+    /**
+     *  订单类型
+     */
+    @ExcelProperty(value = "订单类型", index = 4)
+    @ColumnWidth(15)
+    @Schema(description = "订单类型")
+    private String orderTypeName;
+
+    /**
+     *  险种
+     */
+    @ExcelProperty(value = "险种", index = 5)
+    @ColumnWidth(10)
+    @Schema(description = "险种")
+    private String riskName;
+
+    /**
+     *  报价次数
+     */
+    @ExcelProperty(value = "报价次数", index = 6)
+    @ColumnWidth(10)
+    @Schema(description = "报价次数")
+    private Long quoteCountNum;
+
+    /**
+     *  保费
+     */
+    @ExcelProperty(value = "保费", index = 7)
+    @ColumnWidth(10)
+    @Schema(description = "保费")
+    private BigDecimal sumPremium;
+
+
+    /**
+     *  状态
+     */
+    @ExcelProperty(value = "状态", index = 8)
+    @ColumnWidth(10)
+    @Schema(description = "状态")
+    private String orderStatusName;
+    /**
+     *  录单时间
+     */
+    @ExcelProperty(value = "录单时间", index = 9)
+    @ColumnWidth(20)
+    @JsonFormat(timezone = "GMT+8",pattern = "yyyy-MM-dd HH:mm:ss")
+    @DateTimeFormat(pattern="yyyy-MM-dd HH:mm:ss")
+    @Schema(description = "录单时间")
+    private Date createTime;
+
+
+    /**
+     *  签单时间
+     */
+    @ExcelProperty(value = "签单时间", index = 10)
+    @ColumnWidth(20)
+    @JsonFormat(timezone = "GMT+8",pattern = "yyyy-MM-dd HH:mm:ss")
+    @DateTimeFormat(pattern="yyyy-MM-dd HH:mm:ss")
+    @Schema(description = "签单时间")
+    private Date recordTime;
+
+}

commons/src/main/java/com/jzg/commons/entity/report/dto/ReportRiskDataManageDto.java

@@ -0,0 +1,114 @@
+package com.jzg.commons.entity.report.dto;
+
+import com.alibaba.excel.annotation.ExcelIgnore;
+import com.alibaba.excel.annotation.ExcelProperty;
+import com.alibaba.excel.annotation.write.style.ColumnWidth;
+import com.alibaba.excel.annotation.write.style.ContentRowHeight;
+import com.alibaba.excel.annotation.write.style.HeadRowHeight;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Builder;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+
+import java.math.BigDecimal;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/24 11:14
+ *  @Description: 业务数据-险种报表-列表实体
+ */
+@HeadRowHeight(20)
+@ContentRowHeight(15)
+@Data
+@Builder
+@Schema(description = "业务数据-险种报表-列表实体")
+@AllArgsConstructor
+@NoArgsConstructor
+public class ReportRiskDataManageDto {
+
+    /**
+     * 保险公司id
+     */
+    @ExcelIgnore
+    @Schema(description = "保险公司id")
+    private String companyId;
+    /**
+     * 保险公司名称
+     */
+    @ExcelProperty(value = "保险公司", index = 0)
+    @ColumnWidth(20)
+    @Schema(description = "保险公司")
+    private String companyName;
+
+
+    /**
+     *  合作保险公司Id
+     */
+    @ExcelIgnore
+    @Schema(description = "合作保险公司Id")
+    private String partnerCompanyId;
+    /**
+     *  合作保险公司名称
+     */
+    @ExcelProperty(value = "合作保险公司", index = 1)
+    @ColumnWidth(20)
+    @Schema(description = "合作保险公司")
+    private String partnerCompanyName;
+
+    /**
+     *  险种
+     */
+    @ExcelProperty(value = "险种", index = 2)
+    @ColumnWidth(10)
+    @Schema(description = "险种")
+    private String riskName;
+
+    /**
+     *  报价次数
+     */
+    @ExcelProperty(value = "报价次数", index = 3)
+    @ColumnWidth(10)
+    @Schema(description = "报价次数")
+    private Long quoteCountNum;
+
+    /**
+     *  报价单数
+     */
+    @ExcelProperty(value = "报价单数", index = 4)
+    @ColumnWidth(10)
+    @Schema(description = "报价单数")
+    private Long quoteOrderNum;
+    /**
+     *  承保订单
+     */
+    @ExcelProperty(value = "承保订单", index = 5)
+    @ColumnWidth(15)
+    @Schema(description = "承保订单")
+    private Long underwriteOrderNum;
+
+    /**
+     *  承保保费
+     */
+    @ExcelProperty(value = "承保保费", index = 6)
+    @ColumnWidth(15)
+    @Schema(description = "承保保费")
+    private BigDecimal underwritePremium;
+
+    /**
+     *  渗透率
+     */
+    @ExcelProperty(value = "渗透率", index = 7)
+    @ColumnWidth(15)
+    @Schema(description = "渗透率")
+    private BigDecimal penetrationRate;
+
+    /**
+     *  承保率
+     */
+    @ExcelProperty(value = "承保率", index = 8)
+    @ColumnWidth(15)
+    @Schema(description = "承保率")
+    private BigDecimal underwriteRate;
+}

commons/src/main/java/com/jzg/commons/entity/report/dto/ReportSalesmanBusinessDetailDto.java

@@ -0,0 +1,157 @@
+package com.jzg.commons.entity.report.dto;
+
+import com.alibaba.excel.annotation.ExcelIgnore;
+import com.alibaba.excel.annotation.ExcelProperty;
+import com.alibaba.excel.annotation.write.style.ColumnWidth;
+import com.alibaba.excel.annotation.write.style.ContentRowHeight;
+import com.alibaba.excel.annotation.write.style.HeadRowHeight;
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Builder;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+import org.springframework.format.annotation.DateTimeFormat;
+
+import java.math.BigDecimal;
+import java.util.Date;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/23 11:51
+ *  @Description:  人员数据-业务员报表-业务明细
+ */
+@HeadRowHeight(20)
+@ContentRowHeight(15)
+@Data
+@Builder
+@Schema(description = "人员数据-业务员报表-业务明细")
+@AllArgsConstructor
+@NoArgsConstructor
+public class ReportSalesmanBusinessDetailDto {
+
+    /**
+     *  业务员
+     */
+    @ExcelProperty(value = "业务员", index = 0)
+    @ColumnWidth(10)
+    @Schema(description = "业务员")
+    private String salesmanName;
+
+    /**
+     *  业务员手机号
+     */
+    @ExcelProperty(value = "手机号", index = 1)
+    @ColumnWidth(10)
+    @Schema(description = "手机号")
+    private String salesmanPhone;
+
+    /**
+     * 保险公司id
+     */
+    @ExcelIgnore
+    @Schema(description = "保险公司id")
+    private String companyId;
+    /**
+     * 保险公司名称
+     */
+    @ExcelProperty(value = "保险公司", index = 2)
+    @ColumnWidth(20)
+    @Schema(description = "保险公司")
+    private String companyName;
+
+
+    /**
+     *  合作保险公司Id
+     */
+    @ExcelIgnore
+    @Schema(description = "合作保险公司Id")
+    private String partnerCompanyId;
+    /**
+     *  合作保险公司名称
+     */
+    @ExcelProperty(value = "合作保险公司", index = 3)
+    @ColumnWidth(20)
+    @Schema(description = "合作保险公司")
+    private String partnerCompanyName;
+
+    /**
+     *  订单号
+     */
+    @ExcelProperty(value = "订单号", index = 4)
+    @ColumnWidth(15)
+    @Schema(description = "订单号")
+    private String orderNo;
+
+    /**
+     *  车牌号
+     */
+    @ExcelProperty(value = "车牌号", index = 5)
+    @ColumnWidth(15)
+    @Schema(description = "车牌号")
+    private String licenseNo;
+
+
+    /**
+     *  订单类型
+     */
+    @ExcelProperty(value = "订单类型", index = 6)
+    @ColumnWidth(15)
+    @Schema(description = "订单类型")
+    private String orderTypeName;
+
+    /**
+     *  险种
+     */
+    @ExcelProperty(value = "险种", index = 7)
+    @ColumnWidth(10)
+    @Schema(description = "险种")
+    private String riskName;
+
+    /**
+     *  保费
+     */
+    @ExcelProperty(value = "保费", index = 8)
+    @ColumnWidth(10)
+    @Schema(description = "保费")
+    private BigDecimal sumPremium;
+
+    /**
+     *  出单佣金
+     */
+    @ExcelProperty(value = "出单佣金", index = 9)
+    @ColumnWidth(20)
+    @Schema(description = "出单佣金")
+    private BigDecimal orderCommissionPremium;
+
+    /**
+     *  录单时间
+     */
+    @ExcelProperty(value = "录单时间", index = 9)
+    @ColumnWidth(20)
+    @JsonFormat(timezone = "GMT+8",pattern = "yyyy-MM-dd HH:mm:ss")
+    @DateTimeFormat(pattern="yyyy-MM-dd HH:mm:ss")
+    @Schema(description = "录单时间")
+    private Date createTime;
+
+
+    /**
+     *  签单时间
+     */
+    @ExcelProperty(value = "签单时间", index = 10)
+    @ColumnWidth(20)
+    @JsonFormat(timezone = "GMT+8",pattern = "yyyy-MM-dd HH:mm:ss")
+    @DateTimeFormat(pattern="yyyy-MM-dd HH:mm:ss")
+    @Schema(description = "签单时间")
+    private Date recordTime;
+
+
+    /**
+     *  管理人
+     */
+    @ExcelProperty(value = "管理人", index = 11)
+    @ColumnWidth(15)
+    @Schema(description = "管理人")
+    private String manegerName;
+}

commons/src/main/java/com/jzg/commons/entity/report/dto/ReportSalesmanDataDetailDto.java

@@ -0,0 +1,152 @@
+package com.jzg.commons.entity.report.dto;
+
+import com.alibaba.excel.annotation.ExcelIgnore;
+import com.alibaba.excel.annotation.ExcelProperty;
+import com.alibaba.excel.annotation.write.style.ColumnWidth;
+import com.alibaba.excel.annotation.write.style.ContentRowHeight;
+import com.alibaba.excel.annotation.write.style.HeadRowHeight;
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Builder;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+import org.springframework.format.annotation.DateTimeFormat;
+
+import java.math.BigDecimal;
+import java.util.Date;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/23 11:51
+ *  @Description:  任务数据-业务员-明细
+ */
+@HeadRowHeight(20)
+@ContentRowHeight(15)
+@Data
+@Builder
+@Schema(description = "任务数据-业务员-明细")
+@AllArgsConstructor
+@NoArgsConstructor
+public class ReportSalesmanDataDetailDto {
+
+    /**
+     *  姓名
+     */
+    @ExcelProperty(value = "姓名", index = 0)
+    @ColumnWidth(10)
+    @Schema(description = "姓名")
+    private String salesmanName;
+
+    /**
+     *  业务员手机号
+     */
+    @ExcelProperty(value = "手机号", index = 1)
+    @ColumnWidth(10)
+    @Schema(description = "手机号")
+    private String salesmanPhone;
+
+
+    /**
+     *  所属机构
+     */
+    @ExcelProperty(value = "所属机构", index = 2)
+    @ColumnWidth(20)
+    @Schema(description = "所属机构")
+    private String deptName;
+
+    /**
+     *  订单号
+     */
+    @ExcelProperty(value = "订单号", index = 3)
+    @ColumnWidth(15)
+    @Schema(description = "订单号")
+    private String orderNo;
+
+    /**
+     *  车牌号
+     */
+    @ExcelProperty(value = "车牌号", index = 4)
+    @ColumnWidth(15)
+    @Schema(description = "车牌号")
+    private String licenseNo;
+
+
+    /**
+     *  订单类型
+     */
+    @ExcelProperty(value = "订单类型", index = 5)
+    @ColumnWidth(15)
+    @Schema(description = "订单类型")
+    private String orderTypeName;
+
+    /**
+     *  险种
+     */
+    @ExcelProperty(value = "险种", index = 6)
+    @ColumnWidth(10)
+    @Schema(description = "险种")
+    private String riskName;
+
+
+    /**
+     *  报价来源
+     */
+    @ExcelProperty(value = "报价来源", index = 7)
+    @ColumnWidth(10)
+    @Schema(description = "报价来源")
+    private String orderSourceName;
+    /**
+     *  保费
+     */
+    @ExcelProperty(value = "保费", index = 8)
+    @ColumnWidth(10)
+    @Schema(description = "保费")
+    private BigDecimal sumPremium;
+
+    /**
+     *  状态
+     */
+    @ExcelProperty(value = "状态", index = 9)
+    @ColumnWidth(10)
+    @Schema(description = "状态")
+    private String orderStatusName;
+
+    /**
+     *  录单时间
+     */
+    @ExcelProperty(value = "录单时间", index = 10)
+    @ColumnWidth(20)
+    @JsonFormat(timezone = "GMT+8",pattern = "yyyy-MM-dd HH:mm:ss")
+    @DateTimeFormat(pattern="yyyy-MM-dd HH:mm:ss")
+    @Schema(description = "录单时间")
+    private Date createTime;
+
+
+    /**
+     *  签单时间
+     */
+    @ExcelProperty(value = "签单时间", index = 11)
+    @ColumnWidth(20)
+    @JsonFormat(timezone = "GMT+8",pattern = "yyyy-MM-dd HH:mm:ss")
+    @DateTimeFormat(pattern="yyyy-MM-dd HH:mm:ss")
+    @Schema(description = "签单时间")
+    private Date recordTime;
+
+    /**
+     * 保险公司名称
+     */
+    @ExcelProperty(value = "保险公司", index = 12)
+    @ColumnWidth(20)
+    @Schema(description = "保险公司")
+    private String companyName;
+
+    /**
+     *  合作保险公司名称
+     */
+    @ExcelProperty(value = "合作保险公司", index = 13)
+    @ColumnWidth(20)
+    @Schema(description = "合作保险公司")
+    private String partnerCompanyName;
+}

commons/src/main/java/com/jzg/commons/entity/report/dto/ReportSalesmanDataDto.java

@@ -0,0 +1,155 @@
+package com.jzg.commons.entity.report.dto;
+
+import com.alibaba.excel.annotation.ExcelIgnore;
+import com.alibaba.excel.annotation.ExcelProperty;
+import com.alibaba.excel.annotation.write.style.ColumnWidth;
+import com.alibaba.excel.annotation.write.style.ContentRowHeight;
+import com.alibaba.excel.annotation.write.style.HeadRowHeight;
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Builder;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+import org.springframework.format.annotation.DateTimeFormat;
+
+import java.math.BigDecimal;
+import java.util.Date;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/23 11:51
+ *  @Description:  任务数据-业务员-列表
+ */
+@HeadRowHeight(20)
+@ContentRowHeight(15)
+@Data
+@Builder
+@Schema(description = "任务数据-业务员-列表")
+@AllArgsConstructor
+@NoArgsConstructor
+public class ReportSalesmanDataDto {
+
+    /**
+     *  姓名
+     */
+    @ExcelProperty(value = "姓名", index = 0)
+    @ColumnWidth(10)
+    @Schema(description = "姓名")
+    private String salesmanName;
+
+    /**
+     *  业务员手机号
+     */
+    @ExcelProperty(value = "手机号", index = 1)
+    @ColumnWidth(10)
+    @Schema(description = "手机号")
+    private String salesmanPhone;
+
+    /**
+     *  所属机构
+     */
+    @ExcelProperty(value = "所属机构", index = 2)
+    @ColumnWidth(20)
+    @Schema(description = "所属机构")
+    private String deptName;
+
+    /**
+     *  报价订单
+     */
+    @ExcelProperty(value = "报价订单", index = 4)
+    @ColumnWidth(15)
+    @Schema(description = "报价订单")
+    private Long quoteOrderNum;
+
+    /**
+     *  代客录单
+     */
+    @ExcelProperty(value = "代客录单", index = 5)
+    @ColumnWidth(15)
+    @Schema(description = "代客录单")
+    private Long proxyCustomerOrderNum;
+
+
+    /**
+     *  pc报价中
+     */
+    @ExcelProperty(value = "pc报价中", index = 6)
+    @ColumnWidth(15)
+    @Schema(description = "pc报价中")
+    private Long pcOrderNum;
+
+    /**
+     *  app报价中
+     */
+    @ExcelProperty(value = "app报价中", index = 7)
+    @ColumnWidth(10)
+    @Schema(description = "app报价中")
+    private Long appOrderNum;
+
+
+    /**
+     *  待缴费
+     */
+    @ExcelProperty(value = "待缴费", index = 8)
+    @ColumnWidth(10)
+    @Schema(description = "待缴费")
+    private Long payPendingOrderNum;
+    /**
+     *  核保失败
+     */
+    @ExcelProperty(value = "核保失败", index = 9)
+    @ColumnWidth(20)
+    @Schema(description = "核保失败")
+    private Long underwritRejectNum;
+
+
+    /**
+     *  核保通过率
+     */
+    @ExcelProperty(value = "核保通过率", index = 10)
+    @ColumnWidth(20)
+    @Schema(description = "核保通过率")
+    private BigDecimal underwritPassRate;
+
+    /**
+     *  承保率
+     */
+    @ExcelProperty(value = "承保率", index = 11)
+    @ColumnWidth(15)
+    @Schema(description = "承保率")
+    private BigDecimal underwriteRate;
+
+    /**
+     *  补录订单
+     */
+    @ExcelProperty(value = "补录订单", index = 11)
+    @ColumnWidth(15)
+    @Schema(description = "补录订单")
+    private Long additionalRecordingOrderNum;
+
+    /**
+     *  补录待审核
+     */
+    @ExcelProperty(value = "补录待审核", index = 11)
+    @ColumnWidth(15)
+    @Schema(description = "补录待审核")
+    private Long additionalRecordingPendingApprovalOrderNum;
+
+    /**
+     *  补录审核通过
+     */
+    @ExcelProperty(value = "补录审核通过", index = 11)
+    @ColumnWidth(15)
+    @Schema(description = "补录审核通过")
+    private Long additionalRecordingApprovalOrderNum;
+
+    /**
+     *  管理人
+     */
+    @ExcelProperty(value = "管理人", index = 11)
+    @ColumnWidth(15)
+    @Schema(description = "管理人")
+    private String manegerName;
+}

commons/src/main/java/com/jzg/commons/entity/report/dto/ReportSalesmanDataManageDetailDto.java

@@ -0,0 +1,157 @@
+package com.jzg.commons.entity.report.dto;
+
+import com.alibaba.excel.annotation.ExcelIgnore;
+import com.alibaba.excel.annotation.ExcelProperty;
+import com.alibaba.excel.annotation.write.style.ColumnWidth;
+import com.alibaba.excel.annotation.write.style.ContentRowHeight;
+import com.alibaba.excel.annotation.write.style.HeadRowHeight;
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Builder;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+import org.springframework.format.annotation.DateTimeFormat;
+
+import java.math.BigDecimal;
+import java.util.Date;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/23 11:51
+ *  @Description:  业务数据-业务员-明细
+ */
+@HeadRowHeight(20)
+@ContentRowHeight(15)
+@Data
+@Builder
+@Schema(description = "业务数据-业务员-明细")
+@AllArgsConstructor
+@NoArgsConstructor
+public class ReportSalesmanDataManageDetailDto {
+
+    /**
+     *  业务员
+     */
+    @ExcelProperty(value = "业务员", index = 0)
+    @ColumnWidth(10)
+    @Schema(description = "业务员")
+    private String salesmanName;
+
+    /**
+     *  业务员手机号
+     */
+    @ExcelProperty(value = "手机号", index = 1)
+    @ColumnWidth(10)
+    @Schema(description = "手机号")
+    private String salesmanPhone;
+
+    /**
+     * 保险公司id
+     */
+    @ExcelIgnore
+    @Schema(description = "保险公司id")
+    private String companyId;
+    /**
+     * 保险公司名称
+     */
+    @ExcelProperty(value = "保险公司", index = 2)
+    @ColumnWidth(20)
+    @Schema(description = "保险公司")
+    private String companyName;
+
+
+    /**
+     *  合作保险公司Id
+     */
+    @ExcelIgnore
+    @Schema(description = "合作保险公司Id")
+    private String partnerCompanyId;
+    /**
+     *  合作保险公司名称
+     */
+    @ExcelProperty(value = "合作保险公司", index = 3)
+    @ColumnWidth(20)
+    @Schema(description = "合作保险公司")
+    private String partnerCompanyName;
+
+    /**
+     *  订单号
+     */
+    @ExcelProperty(value = "订单号", index = 4)
+    @ColumnWidth(15)
+    @Schema(description = "订单号")
+    private String orderNo;
+
+    /**
+     *  车牌号
+     */
+    @ExcelProperty(value = "车牌号", index = 5)
+    @ColumnWidth(15)
+    @Schema(description = "车牌号")
+    private String licenseNo;
+
+
+    /**
+     *  订单类型
+     */
+    @ExcelProperty(value = "订单类型", index = 6)
+    @ColumnWidth(15)
+    @Schema(description = "订单类型")
+    private String orderTypeName;
+
+    /**
+     *  险种
+     */
+    @ExcelProperty(value = "险种", index = 7)
+    @ColumnWidth(10)
+    @Schema(description = "险种")
+    private String riskName;
+
+
+    /**
+     *  报价次数
+     */
+    @ExcelProperty(value = "报价次数", index = 8)
+    @ColumnWidth(10)
+    @Schema(description = "报价次数")
+    private Long quoteCountNum;
+    /**
+     *  保费
+     */
+    @ExcelProperty(value = "保费", index = 9)
+    @ColumnWidth(10)
+    @Schema(description = "保费")
+    private BigDecimal sumPremium;
+
+    /**
+     *  录单时间
+     */
+    @ExcelProperty(value = "录单时间", index = 9)
+    @ColumnWidth(20)
+    @JsonFormat(timezone = "GMT+8",pattern = "yyyy-MM-dd HH:mm:ss")
+    @DateTimeFormat(pattern="yyyy-MM-dd HH:mm:ss")
+    @Schema(description = "录单时间")
+    private Date createTime;
+
+
+    /**
+     *  签单时间
+     */
+    @ExcelProperty(value = "签单时间", index = 10)
+    @ColumnWidth(20)
+    @JsonFormat(timezone = "GMT+8",pattern = "yyyy-MM-dd HH:mm:ss")
+    @DateTimeFormat(pattern="yyyy-MM-dd HH:mm:ss")
+    @Schema(description = "签单时间")
+    private Date recordTime;
+
+
+    /**
+     *  管理人
+     */
+    @ExcelProperty(value = "管理人", index = 11)
+    @ColumnWidth(15)
+    @Schema(description = "管理人")
+    private String manegerName;
+}

commons/src/main/java/com/jzg/commons/entity/report/dto/ReportSalesmanDataManageDto.java

@@ -0,0 +1,145 @@
+package com.jzg.commons.entity.report.dto;
+
+import com.alibaba.excel.annotation.ExcelIgnore;
+import com.alibaba.excel.annotation.ExcelProperty;
+import com.alibaba.excel.annotation.write.style.ColumnWidth;
+import com.alibaba.excel.annotation.write.style.ContentRowHeight;
+import com.alibaba.excel.annotation.write.style.HeadRowHeight;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Builder;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+
+import java.math.BigDecimal;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/23 11:51
+ *  @Description:  业务数据-业务员-列表
+ */
+@HeadRowHeight(20)
+@ContentRowHeight(15)
+@Data
+@Builder
+@Schema(description = "业务数据-业务员-列表")
+@AllArgsConstructor
+@NoArgsConstructor
+public class ReportSalesmanDataManageDto {
+
+    /**
+     *姓名
+     */
+    @ExcelProperty(value = "姓名", index = 1)
+    @ColumnWidth(20)
+    @Schema(description = "姓名")
+    private String salesmanName;
+    /**
+     * 手机号
+     */
+    @ExcelProperty(value = "手机号", index = 2)
+    @ColumnWidth(20)
+    @Schema(description = "手机号")
+    private String salesmanPhone;
+    /**
+     *  所属机构
+     */
+    @ExcelProperty(value = "所属机构", index = 3)
+    @ColumnWidth(20)
+    @Schema(description = "所属机构")
+    private String deptName;
+    /**
+     *  承保订单
+     */
+    @ExcelProperty(value = "承保订单", index = 4)
+    @ColumnWidth(20)
+    @Schema(description = "承保订单")
+    private Long underwriteOrderNum;
+    /**
+     *  保费
+     */
+    @ExcelProperty(value = "保费", index = 5)
+    @ColumnWidth(10)
+    @Schema(description = "保费")
+    private BigDecimal sumPremium;
+    /**
+     *  单交保费
+     */
+    @ExcelProperty(value = "交强保费", index = 6)
+    @ColumnWidth(15)
+    @Schema(description = "交强保费")
+    private BigDecimal jqPremium;
+
+    /**
+     *  车船税
+     */
+    @ExcelProperty(value = "车船税", index = 7)
+    @ColumnWidth(15)
+    @Schema(description = "车船税")
+    private BigDecimal taxPremium;
+
+    /**
+     *  商业保费
+     */
+    @ExcelProperty(value = "商业保费", index = 8)
+    @ColumnWidth(15)
+    @Schema(description = "商业保费")
+    private BigDecimal syPremium;
+
+    /**
+     *  交三保费
+     */
+    @ExcelProperty(value = "驾意保费", index = 9)
+    @ColumnWidth(15)
+    @Schema(description = "驾意保费")
+    private BigDecimal jyPremium;
+
+    /**
+     *  单交订单
+     */
+    @ExcelProperty(value = "单交订单", index = 10)
+    @ColumnWidth(15)
+    @Schema(description = "单交订单")
+    private BigDecimal djOrderNum;
+
+    /**
+     *  单三订单
+     */
+    @ExcelProperty(value = "单三订单", index = 11)
+    @ColumnWidth(15)
+    @Schema(description = "单三订单")
+    private BigDecimal dszOrderNum;
+
+    /**
+     *  单商订单
+     */
+    @ExcelProperty(value = "单商订单", index = 12)
+    @ColumnWidth(15)
+    @Schema(description = "单商订单")
+    private BigDecimal dsyOrderNum;
+
+    /**
+     *  交三订单
+     */
+    @ExcelProperty(value = "交三订单", index = 13)
+    @ColumnWidth(15)
+    @Schema(description = "交三订单")
+    private BigDecimal jszOrderNum;
+
+    /**
+     *  交商订单
+     */
+    @ExcelProperty(value = "交商订单", index = 14)
+    @ColumnWidth(15)
+    @Schema(description = "交商订单")
+    private BigDecimal jsyOrderNum;
+
+    /**
+     *  管理人
+     */
+    @ExcelProperty(value = "管理人", index = 15)
+    @ColumnWidth(15)
+    @Schema(description = "管理人")
+    private String manegerName;
+}

commons/src/main/java/com/jzg/commons/entity/report/dto/ReportSalesmanDeptDetailDto.java

@@ -0,0 +1,126 @@
+package com.jzg.commons.entity.report.dto;
+
+import com.alibaba.excel.annotation.ExcelIgnore;
+import com.alibaba.excel.annotation.ExcelProperty;
+import com.alibaba.excel.annotation.write.style.ColumnWidth;
+import com.alibaba.excel.annotation.write.style.ContentRowHeight;
+import com.alibaba.excel.annotation.write.style.HeadRowHeight;
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Builder;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+import org.springframework.format.annotation.DateTimeFormat;
+
+import java.math.BigDecimal;
+import java.util.Date;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/23 11:51
+ *  @Description:  人员数据-业务员报表-人员明细
+ */
+@HeadRowHeight(20)
+@ContentRowHeight(15)
+@Data
+@Builder
+@Schema(description = "人员数据-业务员报表-人员明细")
+@AllArgsConstructor
+@NoArgsConstructor
+public class ReportSalesmanDeptDetailDto {
+
+    /**
+     *  姓名
+     */
+    @ExcelProperty(value = "姓名", index = 0)
+    @ColumnWidth(10)
+    @Schema(description = "姓名")
+    private String salesmanName;
+
+    /**
+     *  业务员手机号
+     */
+    @ExcelProperty(value = "手机号", index = 1)
+    @ColumnWidth(10)
+    @Schema(description = "手机号")
+    private String salesmanPhone;
+
+    /**
+     *  所属机构
+     */
+    @ExcelProperty(value = "所属机构", index = 2)
+    @ColumnWidth(20)
+    @Schema(description = "所属机构")
+    private String deptName;
+
+    /**
+     *  类型
+     */
+    @ExcelProperty(value = "类型", index = 3)
+    @ColumnWidth(10)
+    @Schema(description = "类型")
+    private String salesmanTypeName;
+
+    /**
+     *  归属
+     */
+    @ExcelProperty(value = "归属", index = 4)
+    @ColumnWidth(10)
+    @Schema(description = "归属")
+    private String salesmanTypeDeptName;
+
+    /**
+     *  承保订单
+     */
+    @ExcelProperty(value = "承保订单", index = 5)
+    @ColumnWidth(20)
+    @Schema(description = "承保订单")
+    private Long underwriteOrderNum;
+    /**
+     *  保费
+     */
+    @ExcelProperty(value = "保费", index = 6)
+    @ColumnWidth(10)
+    @Schema(description = "保费")
+    private BigDecimal sumPremium;
+
+
+    /**
+     *  出单佣金
+     */
+    @ExcelProperty(value = "出单佣金", index = 7)
+    @ColumnWidth(20)
+    @Schema(description = "出单佣金")
+    private BigDecimal orderCommissionPremium;
+    /**
+     *  单均保费
+     */
+    @ExcelProperty(value = "单均保费", index = 8)
+    @ColumnWidth(20)
+    @Schema(description = "单均保费")
+    private BigDecimal avgOrderNumPremium;
+    /**
+     *  管理人
+     */
+    @ExcelProperty(value = "管理人", index = 9)
+    @ColumnWidth(15)
+    @Schema(description = "管理人")
+    private String manegerName;
+
+    /**
+     *  人员状态
+     */
+    @ExcelProperty(value = "人员状态", index = 10)
+    @ColumnWidth(15)
+    @Schema(description = "人员状态")
+    private String personStatus;
+    /**
+     *  账号状态
+     */
+    @ExcelProperty(value = "账号状态", index = 11)
+    @ColumnWidth(10)
+    @Schema(description = "账号状态")
+    private String accountStatus;
+}

commons/src/main/java/com/jzg/commons/entity/report/dto/ReportSalesmanDeptDto.java

@@ -0,0 +1,97 @@
+package com.jzg.commons.entity.report.dto;
+
+import com.alibaba.excel.annotation.ExcelIgnore;
+import com.alibaba.excel.annotation.ExcelProperty;
+import com.alibaba.excel.annotation.write.style.ColumnWidth;
+import com.alibaba.excel.annotation.write.style.ContentRowHeight;
+import com.alibaba.excel.annotation.write.style.HeadRowHeight;
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Builder;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+import org.springframework.format.annotation.DateTimeFormat;
+
+import java.math.BigDecimal;
+import java.util.Date;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/23 11:51
+ *  @Description:  人员数据-业务员组织-列表
+ */
+@HeadRowHeight(20)
+@ContentRowHeight(15)
+@Data
+@Builder
+@Schema(description = "人员数据-业务员组织-列表")
+@AllArgsConstructor
+@NoArgsConstructor
+public class ReportSalesmanDeptDto {
+
+    /**
+     *  类型
+     */
+    @ExcelProperty(value = "类型", index = 0)
+    @ColumnWidth(10)
+    @Schema(description = "类型")
+    private String salesmanTypeName;
+
+    /**
+     *  名称
+     */
+    @ExcelProperty(value = "名称", index = 1)
+    @ColumnWidth(10)
+    @Schema(description = "名称")
+    private String salesmanTypeDeptName;
+
+    /**
+     *  所属机构
+     */
+    @ExcelProperty(value = "所属机构", index = 2)
+    @ColumnWidth(20)
+    @Schema(description = "所属机构")
+    private String deptName;
+
+    /**
+     *  所在地区
+     */
+    @ExcelProperty(value = "所在地区", index = 3)
+    @ColumnWidth(25)
+    @Schema(description = "所在地区")
+    private String areaName;
+
+    /**
+     *  出单人力
+     */
+    @ExcelProperty(value = "出单人力", index = 4)
+    @ColumnWidth(15)
+    @Schema(description = "出单人力")
+    private Long avgOrderPersonNum;
+
+    /**
+     *  保费
+     */
+    @ExcelProperty(value = "保费", index = 5)
+    @ColumnWidth(10)
+    @Schema(description = "保费")
+    private BigDecimal sumPremium;
+
+    /**
+     *  承保订单
+     */
+    @ExcelProperty(value = "承保订单", index = 6)
+    @ColumnWidth(20)
+    @Schema(description = "承保订单")
+    private Long underwriteOrderNum;
+
+    /**
+     *  出单人数
+     */
+    @ExcelProperty(value = "出单人数", index =7)
+    @ColumnWidth(20)
+    @Schema(description = "出单人数")
+    private Long sumPersonNum;
+}

commons/src/main/java/com/jzg/commons/entity/report/dto/ReportSalesmanQuotationDataDto.java

@@ -0,0 +1,159 @@
+package com.jzg.commons.entity.report.dto;
+
+import com.alibaba.excel.annotation.ExcelIgnore;
+import com.alibaba.excel.annotation.ExcelProperty;
+import com.alibaba.excel.annotation.write.style.ColumnWidth;
+import com.alibaba.excel.annotation.write.style.ContentRowHeight;
+import com.alibaba.excel.annotation.write.style.HeadRowHeight;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Builder;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+
+import java.math.BigDecimal;
+
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/25 9:06
+ *  @Description:  报价数据-业务员-列表
+ */
+@HeadRowHeight(20)
+@ContentRowHeight(15)
+@Data
+@Builder
+@Schema(description = "报价数据-业务员-列表")
+@AllArgsConstructor
+@NoArgsConstructor
+public class ReportSalesmanQuotationDataDto {
+
+    /**
+     * 保险公司id
+     */
+    @ExcelIgnore
+    @Schema(description = "保险公司id")
+    private String companyId;
+    /**
+     * 保险公司名称
+     */
+    @ExcelProperty(value = "保险公司", index = 0)
+    @ColumnWidth(20)
+    @Schema(description = "保险公司")
+    private String companyName;
+
+
+    /**
+     *  合作保险公司Id
+     */
+    @ExcelIgnore
+    @Schema(description = "合作保险公司Id")
+    private String partnerCompanyId;
+    /**
+     *  合作保险公司名称
+     */
+    @ExcelProperty(value = "合作保险公司", index = 1)
+    @ColumnWidth(20)
+    @Schema(description = "合作保险公司")
+    private String partnerCompanyName;
+
+    /**
+     *  报价数量
+     */
+    @ExcelProperty(value = "报价数量", index = 2)
+    @ColumnWidth(15)
+    @Schema(description = "报价数量")
+    private Long quoteCountNum;
+
+    /**
+     *  报价量占比
+     */
+    @ExcelProperty(value = "报价量占比", index = 3)
+    @ColumnWidth(15)
+    @Schema(description = "报价量占比")
+    private BigDecimal quoteCountNumProportion;
+
+
+    /**
+     *  报价成功
+     */
+    @ExcelProperty(value = "报价成功", index = 4)
+    @ColumnWidth(15)
+    @Schema(description = "报价成功")
+    private Long quoteSuccessNum;
+
+    /**
+     *  报价失败
+     */
+    @ExcelProperty(value = "报价失败", index = 5)
+    @ColumnWidth(10)
+    @Schema(description = "报价失败")
+    private Long quoteFailNum;
+
+    /**
+     *  平均报价响应时间
+     */
+    @ExcelProperty(value = "平均报价响应时间", index = 6)
+    @ColumnWidth(10)
+    @Schema(description = "平均报价响应时间")
+    private Long avgQuoteTime;
+
+    /**
+     *  提交核保
+     */
+    @ExcelProperty(value = "提交核保", index = 7)
+    @ColumnWidth(20)
+    @Schema(description = "提交核保")
+    private Long waitAuditNum;
+
+    /**
+     *  人工核保数
+     */
+    @ExcelProperty(value = "人工核保数", index = 8)
+    @ColumnWidth(20)
+    @Schema(description = "人工核保数")
+    private Long staffProcessNum;
+
+
+    /**
+     *  核保通过
+     */
+    @ExcelProperty(value = "核保通过", index = 9)
+    @ColumnWidth(20)
+    @Schema(description = "核保通过")
+    private Long underwritPassNum;
+
+    /**
+     *  核保不通过
+     */
+    @ExcelProperty(value = "核保不通过", index = 10)
+    @ColumnWidth(20)
+    @Schema(description = "核保不通过")
+    private Long underwritRejectNum;
+
+
+    /**
+     *  核保通过率
+     */
+    @ExcelProperty(value = "核保通过率", index = 11)
+    @ColumnWidth(20)
+    @Schema(description = "核保通过率")
+    private BigDecimal underwritPassRate;
+
+    /**
+     *  成交单数
+     */
+    @ExcelProperty(value = "成交单数", index = 12)
+    @ColumnWidth(20)
+    @Schema(description = "成交单数")
+    private Long dealOrderNum;
+
+    /**
+     *  转化率
+     */
+    @ExcelProperty(value = "转化率", index = 13)
+    @ColumnWidth(20)
+    @Schema(description = "转化率")
+    private BigDecimal conversionRate;
+}

commons/src/main/java/com/jzg/commons/entity/report/dto/ReportSalesmanReportDetailDto.java

@@ -0,0 +1,157 @@
+package com.jzg.commons.entity.report.dto;
+
+import com.alibaba.excel.annotation.ExcelIgnore;
+import com.alibaba.excel.annotation.ExcelProperty;
+import com.alibaba.excel.annotation.write.style.ColumnWidth;
+import com.alibaba.excel.annotation.write.style.ContentRowHeight;
+import com.alibaba.excel.annotation.write.style.HeadRowHeight;
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Builder;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+import org.springframework.format.annotation.DateTimeFormat;
+
+import java.math.BigDecimal;
+import java.util.Date;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/23 11:51
+ *  @Description:  人员数据-业务员报表-详情
+ */
+@HeadRowHeight(20)
+@ContentRowHeight(15)
+@Data
+@Builder
+@Schema(description = "人员数据-业务员报表-详情")
+@AllArgsConstructor
+@NoArgsConstructor
+public class ReportSalesmanReportDetailDto {
+
+    /**
+     *  业务员
+     */
+    @ExcelProperty(value = "业务员", index = 0)
+    @ColumnWidth(10)
+    @Schema(description = "业务员")
+    private String salesmanName;
+
+    /**
+     *  业务员手机号
+     */
+    @ExcelProperty(value = "手机号", index = 1)
+    @ColumnWidth(10)
+    @Schema(description = "手机号")
+    private String salesmanPhone;
+
+    /**
+     * 保险公司id
+     */
+    @ExcelIgnore
+    @Schema(description = "保险公司id")
+    private String companyId;
+    /**
+     * 保险公司名称
+     */
+    @ExcelProperty(value = "保险公司", index = 2)
+    @ColumnWidth(20)
+    @Schema(description = "保险公司")
+    private String companyName;
+
+
+    /**
+     *  合作保险公司Id
+     */
+    @ExcelIgnore
+    @Schema(description = "合作保险公司Id")
+    private String partnerCompanyId;
+    /**
+     *  合作保险公司名称
+     */
+    @ExcelProperty(value = "合作保险公司", index = 3)
+    @ColumnWidth(20)
+    @Schema(description = "合作保险公司")
+    private String partnerCompanyName;
+
+    /**
+     *  订单号
+     */
+    @ExcelProperty(value = "订单号", index = 4)
+    @ColumnWidth(15)
+    @Schema(description = "订单号")
+    private String orderNo;
+
+    /**
+     *  车牌号
+     */
+    @ExcelProperty(value = "车牌号", index = 5)
+    @ColumnWidth(15)
+    @Schema(description = "车牌号")
+    private String licenseNo;
+
+
+    /**
+     *  订单类型
+     */
+    @ExcelProperty(value = "订单类型", index = 6)
+    @ColumnWidth(15)
+    @Schema(description = "订单类型")
+    private String orderTypeName;
+
+    /**
+     *  险种
+     */
+    @ExcelProperty(value = "险种", index = 7)
+    @ColumnWidth(10)
+    @Schema(description = "险种")
+    private String riskName;
+
+    /**
+     *  保费
+     */
+    @ExcelProperty(value = "保费", index = 8)
+    @ColumnWidth(10)
+    @Schema(description = "保费")
+    private BigDecimal sumPremium;
+
+    /**
+     *  出单佣金
+     */
+    @ExcelProperty(value = "出单佣金", index = 9)
+    @ColumnWidth(20)
+    @Schema(description = "出单佣金")
+    private BigDecimal orderCommissionPremium;
+
+    /**
+     *  录单时间
+     */
+    @ExcelProperty(value = "录单时间", index = 10)
+    @ColumnWidth(20)
+    @JsonFormat(timezone = "GMT+8",pattern = "yyyy-MM-dd HH:mm:ss")
+    @DateTimeFormat(pattern="yyyy-MM-dd HH:mm:ss")
+    @Schema(description = "录单时间")
+    private Date createTime;
+
+
+    /**
+     *  签单时间
+     */
+    @ExcelProperty(value = "签单时间", index = 11)
+    @ColumnWidth(20)
+    @JsonFormat(timezone = "GMT+8",pattern = "yyyy-MM-dd HH:mm:ss")
+    @DateTimeFormat(pattern="yyyy-MM-dd HH:mm:ss")
+    @Schema(description = "签单时间")
+    private Date recordTime;
+
+
+    /**
+     *  管理人
+     */
+    @ExcelProperty(value = "管理人", index = 12)
+    @ColumnWidth(15)
+    @Schema(description = "管理人")
+    private String manegerName;
+}

commons/src/main/java/com/jzg/commons/entity/report/dto/ReportSalesmanReportDto.java

@@ -0,0 +1,141 @@
+package com.jzg.commons.entity.report.dto;
+
+import com.alibaba.excel.annotation.ExcelIgnore;
+import com.alibaba.excel.annotation.ExcelProperty;
+import com.alibaba.excel.annotation.write.style.ColumnWidth;
+import com.alibaba.excel.annotation.write.style.ContentRowHeight;
+import com.alibaba.excel.annotation.write.style.HeadRowHeight;
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Builder;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+import org.springframework.format.annotation.DateTimeFormat;
+
+import java.math.BigDecimal;
+import java.util.Date;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/23 11:51
+ *  @Description:  人员数据-业务员报表-列表
+ */
+@HeadRowHeight(20)
+@ContentRowHeight(15)
+@Data
+@Builder
+@Schema(description = "人员数据-业务员报表-列表")
+@AllArgsConstructor
+@NoArgsConstructor
+public class ReportSalesmanReportDto {
+
+    /**
+     *  姓名
+     */
+    @ExcelProperty(value = "姓名", index = 0)
+    @ColumnWidth(10)
+    @Schema(description = "姓名")
+    private String salesmanName;
+
+    /**
+     *  业务员手机号
+     */
+    @ExcelProperty(value = "手机号", index = 1)
+    @ColumnWidth(10)
+    @Schema(description = "手机号")
+    private String salesmanPhone;
+
+    /**
+     *  所属机构
+     */
+    @ExcelProperty(value = "所属机构", index = 3)
+    @ColumnWidth(20)
+    @Schema(description = "所属机构")
+    private String deptName;
+
+    /**
+     *  所在地区
+     */
+    @ExcelProperty(value = "所在地区", index = 4)
+    @ColumnWidth(25)
+    @Schema(description = "所在地区")
+    private String areaName;
+
+    /**
+     *  承保订单
+     */
+    @ExcelProperty(value = "承保订单", index = 5)
+    @ColumnWidth(20)
+    @Schema(description = "承保订单")
+    private Long underwriteOrderNum;
+    /**
+     *  保费
+     */
+    @ExcelProperty(value = "保费", index =6)
+    @ColumnWidth(10)
+    @Schema(description = "保费")
+    private BigDecimal sumPremium;
+
+    /**
+     *  出单佣金
+     */
+    @ExcelProperty(value = "出单佣金", index = 7)
+    @ColumnWidth(20)
+    @Schema(description = "出单佣金")
+    private BigDecimal orderCommissionPremium;
+
+    /**
+     *  单均保费
+     */
+    @ExcelProperty(value = "单均保费", index = 8)
+    @ColumnWidth(20)
+    @Schema(description = "单均保费")
+    private BigDecimal avgOrderNumPremium;
+
+    /**
+     *  上次登录
+     */
+    @ExcelProperty(value = "上次登录", index = 9)
+    @ColumnWidth(20)
+    @JsonFormat(timezone = "GMT+8",pattern = "yyyy-MM-dd")
+    @DateTimeFormat(pattern="yyyy-MM-dd")
+    @Schema(description = "上次登录")
+    private Date lastLoginTime;
+
+    /**
+     *  上次签单
+     */
+    @ExcelProperty(value = "上次签单", index = 10)
+    @ColumnWidth(20)
+    @JsonFormat(timezone = "GMT+8",pattern = "yyyy-MM-dd")
+    @DateTimeFormat(pattern="yyyy-MM-dd")
+    @Schema(description = "上次签单")
+    private Date lastRecordTime;
+
+    /**
+     *  管理人
+     */
+    @ExcelProperty(value = "管理人", index = 11)
+    @ColumnWidth(15)
+    @Schema(description = "管理人")
+    private String manegerName;
+
+
+    /**
+     *  人员状态
+     */
+    @ExcelProperty(value = "人员状态", index = 12)
+    @ColumnWidth(15)
+    @Schema(description = "人员状态")
+    private String personStatus;
+    /**
+     *  账号状态
+     */
+    @ExcelProperty(value = "账号状态", index = 13)
+    @ColumnWidth(10)
+    @Schema(description = "账号状态")
+    private String accountStatus;
+
+}

commons/src/main/java/com/jzg/commons/entity/report/dto/ReportSearchConfigurationDto.java

@@ -0,0 +1,108 @@
+package com.jzg.commons.entity.report.dto;
+
+import com.alibaba.fastjson.annotation.JSONField;
+import com.baomidou.mybatisplus.annotation.IdType;
+import com.baomidou.mybatisplus.annotation.TableId;
+import com.baomidou.mybatisplus.annotation.TableName;
+import com.fasterxml.jackson.annotation.JsonIgnore;
+import com.jzg.commons.entity.report.po.ReportSearchConfiguration;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+
+import java.io.Serializable;
+import java.util.Date;
+import java.util.List;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/16 17:50
+ *  @Description:  参数列表数据
+ */
+@Data
+@Schema(description = "筛选参数对象")
+@AllArgsConstructor
+@NoArgsConstructor
+public class ReportSearchConfigurationDto implements Serializable {
+    /**
+     * 主键
+     */
+    @Schema(description = "主键")
+    private String id;
+
+    /**
+     * 查询key
+     */
+    @Schema(description = "查询key")
+    private String key;
+
+    /**
+     * 查询名称
+     */
+    @Schema(description = "查询名称")
+    private String label;
+
+    /**
+     * 是否多选  0  不参与  1 单选 2. 多选
+     */
+    @Schema(description = "是否多选  0  不参与  1 单选 2. 多选")
+    private String selectType;
+
+    /**
+     * 显示类型  input select-single select-multiple date-picker date-tree date-cascader
+     */
+    @Schema(description = "显示类型  input select-single select-multiple date-picker date-tree date-cascader")
+    private String inputType;
+
+
+    @Schema(description = "显示类型为 select-single select-multiple  或者 date-tree date-cascader 时使用")
+    private List<?>  listOption;
+
+
+    @Schema(description = "默认值")
+    private String defaultValue;
+
+
+    @Schema(description = "选中值")
+    private String selectValue;
+
+    @Schema(description = "是否是通过一级查询  保险公司查询赋值true")
+    private Boolean isFirst = false;
+
+    @Schema(description = "选中值")
+    private String isFirstLabel;
+
+    /**
+     * 屏蔽不返回前台
+     */
+    @JSONField(serialize = false)
+    @JsonIgnore
+    @Schema(description = "sql")
+    private String searchSql;
+
+    /**
+     * 是否默认   true 是  false 否
+     */
+    @Schema(description = "是否默认   true 是  false 否")
+    private boolean defaultFlag;
+
+    /**
+     * 是否可以选择   true 是  false 否
+     */
+    @Schema(description = "是否可以选择   true 是  false 否")
+    private boolean selectFlag;
+
+    /**
+     * 參數是否显示   true 是  false 否
+     */
+    @Schema(description = "參數是否显示   true 是  false 否")
+    private boolean showFlag;
+
+    /**
+     * 參數是否显示   true 是  false 否
+     */
+    @Schema(description = "參數是否显示   true 是  false 否")
+    private boolean isShowDelIcon;
+}

commons/src/main/java/com/jzg/commons/entity/report/dto/ReportUploadExcelTaskDto.java

@@ -0,0 +1,70 @@
+package com.jzg.commons.entity.report.dto;
+
+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 com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+import org.springframework.format.annotation.DateTimeFormat;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/15 18:18
+ *  @Description: 导入任务列表
+ */
+@Data
+@Schema(description = "导入任务列表")
+@AllArgsConstructor
+@NoArgsConstructor
+public class ReportUploadExcelTaskDto implements Serializable {
+    /**
+     * 主键
+     */
+    @Schema(description = "主键")
+    private String id;
+    /**
+     * 导入数据名称
+     */
+    @Schema(description = "导入数据名称")
+    private String taskName;
+
+    /**
+     * 导入人
+     */
+    @Schema(description = "导入人id")
+    private String uploadUserId;
+
+    /**
+     * 导入人名字
+     */
+    @Schema(description = "导入人名字")
+    private String uploadUserName;
+
+    /**
+     * 导入时间
+     */
+    @Schema(description = "导入时间")
+    @JsonFormat(timezone = "GMT+8",pattern = "yyyy-MM-dd HH:mm:ss")
+    @DateTimeFormat(pattern="yyyy-MM-dd HH:mm:ss")
+    private Date uploadDate;
+
+    /**
+     * 任务状态 0.失败 1 进行中  2. 完成
+     */
+    @Schema(description = "导入状态")
+    private Integer taskStatus;
+
+    /**
+     * 已读未读状态  0.未读 1.已读
+     */
+    @Schema(description = "已读未读状态  0.未读 1.已读")
+    private Integer readStatus;
+}

commons/src/main/java/com/jzg/commons/entity/report/dto/UserTreeDto.java

@@ -0,0 +1,61 @@
+package com.jzg.commons.entity.report.dto;
+
+;
+import com.jzg.commons.entity.po.SysDept;
+import com.jzg.commons.entity.vo.SysDeptVo;
+import com.jzg.commons.util.StringUtils;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+import org.springframework.beans.BeanUtils;
+
+import java.io.Serializable;
+import java.util.ArrayList;
+import java.util.Arrays;
+import java.util.List;
+import java.util.Objects;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/22 12:04
+ *  @Description: 管理员树
+ */
+@Data
+@Schema(description = "管理员树")
+@AllArgsConstructor
+@NoArgsConstructor
+public class UserTreeDto implements Serializable {
+    @Schema(description = "用户id")
+    private String id;
+
+    @Schema(description = "用户名称")
+    private String name;
+
+    @Schema(description = "父级用户id")
+    private String parentId;
+
+    @Schema(description = "父级用户id名称")
+    private String parentName;
+
+    @Schema(description = "机构id")
+    private String orgId;
+
+    @Schema(description = "机构名称")
+    private String  orgName;
+
+    @Schema(description = "管理员")
+    private Boolean  isManager;
+
+    @Schema(description = "子用户")
+    private List<UserTreeDto> children;
+
+
+    public UserTreeDto(UserTreeDto userTreeDto){
+        if(!Objects.isNull(userTreeDto)) {
+            BeanUtils.copyProperties(userTreeDto, this);
+        }
+    }
+
+}

commons/src/main/java/com/jzg/commons/entity/report/po/ReportSearchConfiguration.java

@@ -0,0 +1,137 @@
+package com.jzg.commons.entity.report.po;
+
+import com.baomidou.mybatisplus.annotation.IdType;
+import com.baomidou.mybatisplus.annotation.TableId;
+import com.baomidou.mybatisplus.annotation.TableName;
+import java.io.Serializable;
+import java.util.Date;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/16 16:59
+ *  @Description:  报表筛选项配置
+ */
+@TableName(value ="report_search_configuration")
+@Data
+@Schema(description = "导入任务表")
+@AllArgsConstructor
+@NoArgsConstructor
+public class ReportSearchConfiguration implements Serializable {
+    /**
+     * 主键
+     */
+    @Schema(description = "主键")
+    @TableId(type = IdType.ASSIGN_ID)
+    private String id;
+
+    /**
+     * 路由唯一标识
+     */
+    @Schema(description = "路由唯一标识")
+    private String routerPathKey;
+
+    /**
+     * 查询key
+     */
+    @Schema(description = "查询key")
+    private String searchKey;
+
+    /**
+     * 查询名称
+     */
+    @Schema(description = "查询名称")
+    private String searchName;
+
+    /**
+     * 是否多选  0  不参与  1 单选 2. 多选
+     */
+    @Schema(description = "是否多选  0  不参与  1 单选 2. 多选")
+    private String selectType;
+
+    /**
+     * 显示类型  1. input  2. select 3. tree 4.dateRange
+     */
+    @Schema(description = "显示类型  1. input  2. select 3. tree 4.dateRange ")
+    private String showType;
+
+
+    /**
+     * 查询字典或者数据的sql
+     */
+    @Schema(description = "查询字典或者数据的sql")
+    private String searchSql;
+
+    /**
+     * 创建时间
+     */
+    @Schema(description = "创建时间")
+    private Date createTime;
+
+    /**
+     * 创建用户id
+     */
+    @Schema(description = "创建用户id")
+    private String createUserId;
+
+
+    @Override
+    public boolean equals(Object that) {
+        if (this == that) {
+            return true;
+        }
+        if (that == null) {
+            return false;
+        }
+        if (getClass() != that.getClass()) {
+            return false;
+        }
+        ReportSearchConfiguration other = (ReportSearchConfiguration) that;
+        return (this.getId() == null ? other.getId() == null : this.getId().equals(other.getId()))
+            && (this.getRouterPathKey() == null ? other.getRouterPathKey() == null : this.getRouterPathKey().equals(other.getRouterPathKey()))
+            && (this.getSearchKey() == null ? other.getSearchKey() == null : this.getSearchKey().equals(other.getSearchKey()))
+            && (this.getSearchName() == null ? other.getSearchName() == null : this.getSearchName().equals(other.getSearchName()))
+            && (this.getSelectType() == null ? other.getSelectType() == null : this.getSelectType().equals(other.getSelectType()))
+            && (this.getSearchSql() == null ? other.getSearchSql() == null : this.getSearchSql().equals(other.getSearchSql()))
+            && (this.getCreateTime() == null ? other.getCreateTime() == null : this.getCreateTime().equals(other.getCreateTime()))
+            && (this.getCreateUserId() == null ? other.getCreateUserId() == null : this.getCreateUserId().equals(other.getCreateUserId()));
+    }
+
+    @Override
+    public int hashCode() {
+        final int prime = 31;
+        int result = 1;
+        result = prime * result + ((getId() == null) ? 0 : getId().hashCode());
+        result = prime * result + ((getRouterPathKey() == null) ? 0 : getRouterPathKey().hashCode());
+        result = prime * result + ((getSearchKey() == null) ? 0 : getSearchKey().hashCode());
+        result = prime * result + ((getSearchName() == null) ? 0 : getSearchName().hashCode());
+        result = prime * result + ((getSelectType() == null) ? 0 : getSelectType().hashCode());
+        result = prime * result + ((getSearchSql() == null) ? 0 : getSearchSql().hashCode());
+        result = prime * result + ((getCreateTime() == null) ? 0 : getCreateTime().hashCode());
+        result = prime * result + ((getCreateUserId() == null) ? 0 : getCreateUserId().hashCode());
+        return result;
+    }
+
+    @Override
+    public String toString() {
+        StringBuilder sb = new StringBuilder();
+        sb.append(getClass().getSimpleName());
+        sb.append(" [");
+        sb.append("Hash = ").append(hashCode());
+        sb.append(", id=").append(id);
+        sb.append(", routerPathKey=").append(routerPathKey);
+        sb.append(", searchKey=").append(searchKey);
+        sb.append(", searchName=").append(searchName);
+        sb.append(", selectType=").append(selectType);
+        sb.append(", searchSql=").append(searchSql);
+        sb.append(", createTime=").append(createTime);
+        sb.append(", createUserId=").append(createUserId);
+        sb.append("]");
+        return sb.toString();
+    }
+}

commons/src/main/java/com/jzg/commons/entity/report/po/ReportUploadExcelTask.java

@@ -0,0 +1,163 @@
+package com.jzg.commons.entity.report.po;
+
+import com.baomidou.mybatisplus.annotation.IdType;
+import com.baomidou.mybatisplus.annotation.TableId;
+import com.baomidou.mybatisplus.annotation.TableName;
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Builder;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+import org.springframework.format.annotation.DateTimeFormat;
+
+import java.io.Serializable;
+import java.util.Date;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/16 15:30
+ *  @Description: 导入任务表
+ */
+@TableName(value ="report_upload_excel_task")
+@Builder
+@Data
+@Schema(description = "导入任务表")
+@AllArgsConstructor
+@NoArgsConstructor
+public class ReportUploadExcelTask implements Serializable {
+    /**
+     * 主键
+     */
+    @Schema(description = "主键")
+    @TableId(type = IdType.ASSIGN_ID)
+    private String id;
+
+    /**
+     * 导入数据名称
+     */
+    @Schema(description = "导入数据名称")
+    private String taskName;
+
+    /**
+     * 导入路由
+     */
+    @Schema(description = "导入路由")
+    private String routerPathKey;
+
+    /**
+     * 导入人
+     */
+    @Schema(description = "导入人id")
+    private String uploadUserId;
+
+    /**
+     * 导入人名字
+     */
+    @Schema(description = "导入人名字")
+    private String uploadUserName;
+
+    /**
+     * 导入时间
+     */
+    @Schema(description = "导入时间")
+    @JsonFormat(timezone = "GMT+8",pattern = "yyyy-MM-dd HH:mm:ss")
+    @DateTimeFormat(pattern="yyyy-MM-dd HH:mm:ss")
+    private Date uploadDate;
+
+    /**
+     * 任务状态 0.失败 1 进行中  2. 完成
+     */
+    @Schema(description = "导入状态")
+    private Integer taskStatus;
+
+    /**
+     * 已读未读状态  0.未读 1.已读
+     */
+    @Schema(description = "已读未读状态  0.未读 1.已读")
+    private Integer readStatus;
+
+    /**
+     * 导入数据信息
+     */
+    @Schema(description = "导入数据信息")
+    private String uploadMsg;
+
+    /**
+     * 文件路径
+     */
+    @Schema(description = "文件路径")
+    private String filePath;
+
+    /**
+     *   导入时间
+     */
+    @Schema(description = "导入时间")
+    private Double uploadMinutes;
+
+
+    @Override
+    public boolean equals(Object that) {
+        if (this == that) {
+            return true;
+        }
+        if (that == null) {
+            return false;
+        }
+        if (getClass() != that.getClass()) {
+            return false;
+        }
+        ReportUploadExcelTask other = (ReportUploadExcelTask) that;
+        return (this.getId() == null ? other.getId() == null : this.getId().equals(other.getId()))
+            && (this.getTaskName() == null ? other.getTaskName() == null : this.getTaskName().equals(other.getTaskName()))
+            && (this.getRouterPathKey() == null ? other.getRouterPathKey() == null : this.getRouterPathKey().equals(other.getRouterPathKey()))
+            && (this.getUploadUserId() == null ? other.getUploadUserId() == null : this.getUploadUserId().equals(other.getUploadUserId()))
+            && (this.getUploadUserName() == null ? other.getUploadUserName() == null : this.getUploadUserName().equals(other.getUploadUserName()))
+            && (this.getUploadDate() == null ? other.getUploadDate() == null : this.getUploadDate().equals(other.getUploadDate()))
+            && (this.getTaskStatus() == null ? other.getTaskStatus() == null : this.getTaskStatus().equals(other.getTaskStatus()))
+            && (this.getReadStatus() == null ? other.getReadStatus() == null : this.getReadStatus().equals(other.getReadStatus()))
+            && (this.getUploadMsg() == null ? other.getUploadMsg() == null : this.getUploadMsg().equals(other.getUploadMsg()))
+            && (this.getFilePath() == null ? other.getFilePath() == null : this.getFilePath().equals(other.getFilePath()))
+            && (this.getUploadMinutes() == null ? other.getUploadMinutes() == null : this.getUploadMinutes().equals(other.getUploadMinutes()));
+    }
+
+    @Override
+    public int hashCode() {
+        final int prime = 31;
+        int result = 1;
+        result = prime * result + ((getId() == null) ? 0 : getId().hashCode());
+        result = prime * result + ((getTaskName() == null) ? 0 : getTaskName().hashCode());
+        result = prime * result + ((getRouterPathKey() == null) ? 0 : getRouterPathKey().hashCode());
+        result = prime * result + ((getUploadUserId() == null) ? 0 : getUploadUserId().hashCode());
+        result = prime * result + ((getUploadUserName() == null) ? 0 : getUploadUserName().hashCode());
+        result = prime * result + ((getUploadDate() == null) ? 0 : getUploadDate().hashCode());
+        result = prime * result + ((getTaskStatus() == null) ? 0 : getTaskStatus().hashCode());
+        result = prime * result + ((getReadStatus() == null) ? 0 : getReadStatus().hashCode());
+        result = prime * result + ((getUploadMsg() == null) ? 0 : getUploadMsg().hashCode());
+        result = prime * result + ((getFilePath() == null) ? 0 : getFilePath().hashCode());
+        result = prime * result + ((getUploadMinutes() == null) ? 0 : getUploadMinutes().hashCode());
+        return result;
+    }
+
+    @Override
+    public String toString() {
+        StringBuilder sb = new StringBuilder();
+        sb.append(getClass().getSimpleName());
+        sb.append(" [");
+        sb.append("Hash = ").append(hashCode());
+        sb.append(", id=").append(id);
+        sb.append(", taskName=").append(taskName);
+        sb.append(", routerPathKey=").append(routerPathKey);
+        sb.append(", uploadUserId=").append(uploadUserId);
+        sb.append(", uploadUserName=").append(uploadUserName);
+        sb.append(", uploadDate=").append(uploadDate);
+        sb.append(", taskStatus=").append(taskStatus);
+        sb.append(", readStatus=").append(readStatus);
+        sb.append(", uploadMsg=").append(uploadMsg);
+        sb.append(", filePath=").append(filePath);
+        sb.append(", uploadMinutes=").append(uploadMinutes);
+        sb.append("]");
+        return sb.toString();
+    }
+}

commons/src/main/java/com/jzg/commons/entity/report/vo/ReportSearchCommonVo.java

@@ -0,0 +1,134 @@
+package com.jzg.commons.entity.report.vo;
+
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+
+import java.io.Serializable;
+import java.util.List;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/16 17:32
+ *  @Description:  查询列表统一的请求参数
+ */
+@Data
+@Schema(description = "统一请求参数")
+@AllArgsConstructor
+@NoArgsConstructor
+public class ReportSearchCommonVo implements Serializable {
+
+     @Schema(description = "用户id")
+     private String userId;
+
+     @Schema(description = "路由可以")
+     private String routerKey;
+
+
+     @Schema(description = "时间数组")
+     private List<String> createTime;
+
+     @Schema(description = "时间开始")
+     private String createTimeBegin;
+
+     @Schema(description = "时间结束")
+     private String createTimeEnd;
+
+     @Schema(description = "录单日期")
+     private List<String> recordTime;
+
+     @Schema(description = "录单开始")
+     private String recordTimeBegin;
+
+     @Schema(description = "录单结束")
+     private String recordTimeEnd;
+
+     @Schema(description = "签单日期")
+     private List<String> signTime;
+
+     @Schema(description = "签单开始")
+     private String signTimeBegin;
+
+     @Schema(description = "签单结束")
+     private String signTimeEnd;
+
+     @Schema(description = "公司公司id")
+     private String companyId;
+
+     @Schema(description = "合作保险公司ids（多选）")
+     private List<String> partnerCompanyIds;
+
+
+     @Schema(description = "出单机构ids(多选)")
+     private List<String> orgIds;
+
+     @Schema(description = "订单类型(多选)")
+     private List<String> orderTypes;
+
+     @Schema(description = "险种（多选）")
+     private List<String> riskTypes;
+
+     @Schema(description = "协议类型(多选)")
+     private List<String> agreeTypes;
+
+     @Schema(description = "业务员类型（多选）")
+     private List<String> salesmanTypes;
+
+     @Schema(description = "业务员姓名")
+     private String salesmanName;
+
+     @Schema(description = "业务员手机号")
+     private String salesmanPhone;
+
+     @Schema(description = "管理人姓名")
+     private String manageName;
+
+     @Schema(description = "管理人手机号")
+     private String managePhone;
+
+    @Schema(description = "车牌号")
+    private String licenseNo;
+
+    @Schema(description = "所在地区（省+市 数组）")
+    private List<String> areaCodes;
+
+    @Schema(description = "报价来源")
+    private List<String> orderSource;
+
+    @Schema(description = "订单状态")
+    private List<String> orderStatus;
+
+    @Schema(description = "订单审核状态")
+    private List<String> orderCheckStatus;
+
+    @Schema(description = "年份")
+    private List<String> year;
+
+    @Schema(description = "保险产品")
+    private List<String> productType;
+
+    @Schema(description = "管理人")
+    private List<String> manageIds;
+
+    @Schema(description = "审核时间")
+    private List<String> checkTime;
+
+    @Schema(description = "审核开始")
+    private String checkTimeBegin;
+
+    @Schema(description = "审核结束")
+    private String checkTimeEnd;
+
+    @Schema(description = "页码")
+    private Integer pageNo;
+
+    @Schema(description = "页数")
+    private Integer pageSize;
+
+    @Schema(description = "排序类型    字段 +空格+排序     排序 正序 asc  倒序desc")
+    private String orderType;
+
+}

commons/src/main/java/com/jzg/commons/entity/report/vo/ReportUploadExcelTaskVo.java

@@ -0,0 +1,43 @@
+package com.jzg.commons.entity.report.vo;
+
+import com.baomidou.mybatisplus.annotation.IdType;
+import com.baomidou.mybatisplus.annotation.TableField;
+import com.baomidou.mybatisplus.annotation.TableId;
+import com.jzg.commons.core.base.PageRequest;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+
+import java.io.Serializable;
+import java.util.Date;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/15 18:14
+ *  @Description: 导入任务列表vo
+ */
+@Data
+@Schema(description = "导入任务表")
+@AllArgsConstructor
+@NoArgsConstructor
+public class ReportUploadExcelTaskVo extends PageRequest {
+    /**
+     * 导入人
+     */
+    @Schema(description = "导入人id")
+    private String uploadUserId;
+
+    /**
+     * 任务状态 0.失败 1 进行中  2. 完成
+     */
+    @Schema(description = "导入状态")
+    private Integer taskStatus;
+
+    /**
+     * 已读未读状态  0.未读 1.已读
+     */
+    @Schema(description = "已读未读状态  0.未读 1.已读")
+    private Integer readStatus;
+}

commons/src/main/java/com/jzg/commons/entity/system/po/SysSystemBusPerms.java

@@ -51,6 +51,8 @@ public class SysSystemBusPerms implements Serializable {
     @Schema(description = "业务员提现申请付款审核机构")
     private Integer salesmanWithdrawPaymentAuditDept;
 
+    @Schema(description = "微信客服")
+    private Integer wechatCustomerService;
 
     public SysSystemBusPerms(SysSystemBusPermsVo sysSystemBusPermsVo) {
         if(sysSystemBusPermsVo.getId() != null && !sysSystemBusPermsVo.getId().isEmpty())
@@ -67,5 +69,6 @@ public class SysSystemBusPerms implements Serializable {
         this.salesmanAuditDept = sysSystemBusPermsVo.getSalesmanAuditDept();
         this.salesmanWithdrawAccountAuditDept = sysSystemBusPermsVo.getSalesmanWithdrawAccountAuditDept();
         this.salesmanWithdrawPaymentAuditDept = sysSystemBusPermsVo.getSalesmanWithdrawPaymentAuditDept();
+        this.wechatCustomerService = sysSystemBusPermsVo.getWechatCustomerService();
     }
 }

commons/src/main/java/com/jzg/commons/entity/system/vo/SysSystemBusPermsVo.java

@@ -68,6 +68,9 @@ public class SysSystemBusPermsVo implements Serializable {
     @Schema(description = "业务员提现申请付款审核指定机构")
     private List<String> salesmanWithdrawPaymentAuditDeptList = new ArrayList<>();
 
+    @Schema(description = "微信客服")
+    private Integer wechatCustomerService;
+
     public SysSystemBusPermsVo(SysSystemBusPerms sysSystemBusPerms, List<SysSystemBusPermsLink> links) {
         this.id = sysSystemBusPerms.getId();
 //        this.companyId = sysSystemBusPerms.getCompanyId();
@@ -78,6 +81,7 @@ public class SysSystemBusPermsVo implements Serializable {
         this.salesmanAuditDept = sysSystemBusPerms.getSalesmanAuditDept();
         this.salesmanWithdrawAccountAuditDept = sysSystemBusPerms.getSalesmanWithdrawAccountAuditDept();
         this.salesmanWithdrawPaymentAuditDept = sysSystemBusPerms.getSalesmanWithdrawPaymentAuditDept();
+        this.wechatCustomerService = sysSystemBusPerms.getWechatCustomerService();
 
         this.quoteCompanyList.addAll(links.stream()
                 .filter(link -> link.getBusCode().equals(SystemBusPermsConstants.QUOTE_COMPANY_BUS.getCode()))

commons/src/main/java/com/jzg/commons/entity/vo/IsDeleteVo.java

@@ -15,4 +15,10 @@ import java.util.List;
 public class IsDeleteVo {
     @Schema(description = "id集合")
     private List<String> ids;
+
+    @Schema(description = "分销处理类型 1不处理 分销关系保留 2 解除绑定关系 3 转移分销关系")
+    private String type;
+
+    @Schema(description = "转移手机号")
+    private String mobile;
 }

commons/src/main/java/com/jzg/commons/entity/vo/SysDeptVo.java

@@ -82,6 +82,9 @@ public class SysDeptVo implements Serializable {
     @Schema(description = "协议选中机构字段")
     private Integer isCheck;
 
+    @Schema(description = "是否参与分销 0-否 1-是")
+    private String isDistribution;
+
     public SysDeptVo(){}
 
     public SysDeptVo(SysDept sysDept){

commons/src/main/java/com/jzg/commons/util/EasyExcelUtils.java

@@ -0,0 +1,34 @@
+package com.jzg.commons.util;
+
+import com.alibaba.excel.EasyExcel;
+import com.jzg.commons.entity.finance.dto.ExportSuperviseExcelDto;
+import com.jzg.commons.entity.finance.po.InsPlyIncome;
+import jakarta.servlet.http.HttpServletResponse;
+import org.springframework.stereotype.Component;
+
+import java.io.IOException;
+import java.net.URLEncoder;
+import java.util.List;
+import java.util.Random;
+
+/**
+ * @author quchen
+ * @date 2025/7/21 16:32
+ */
+
+@Component
+public class EasyExcelUtils {
+
+    public static <T> void exportForWeb(HttpServletResponse response, Class<T> clazz, List<T> datas, String fileName) {
+        try {
+            response.setContentType("application/vnd.openxmlformats-officedocument.spreadsheetml.sheet");
+            response.setCharacterEncoding("utf-8");
+            String fileEName = URLEncoder.encode(fileName, "UTF-8").replaceAll("\\+", "%20");
+            response.setHeader("Content-disposition", "attachment;filename*=utf-8''" + fileEName + ".xlsx");
+            EasyExcel.write(response.getOutputStream(), clazz).sheet(fileName).doWrite(datas);
+        } catch (IOException e) {
+            e.printStackTrace();
+        }
+    }
+
+}

commons/src/main/java/com/jzg/commons/util/MinioUtils.java

@@ -1,5 +1,6 @@
 package com.jzg.commons.util;
 
+import com.alibaba.excel.EasyExcel;
 import io.minio.*;
 import io.minio.http.Method;
 import io.minio.messages.Bucket;
@@ -14,9 +15,7 @@ import org.springframework.boot.autoconfigure.condition.ConditionalOnClass;
 import org.springframework.stereotype.Component;
 import org.springframework.web.multipart.MultipartFile;
 
-import java.io.ByteArrayInputStream;
-import java.io.InputStream;
-import java.io.UnsupportedEncodingException;
+import java.io.*;
 import java.net.URLDecoder;
 import java.util.*;
 
@@ -402,4 +401,69 @@ public class MinioUtils {
         String url = str.replaceAll("%(?![0-9a-fA-F]{2})", "%25");
         return URLDecoder.decode(url, "UTF-8");
     }
+
+    /**
+     * 导出Excel并上传到MinIO
+     * @param fileName 文件名(不含扩展名)
+     * @param clazz 实体类字节码
+     * @param data 导出数据列表
+     * @param <T> 实体类泛型
+     * @return 上传后的文件访问URL
+     * @throws Exception 可能抛出的异常
+     */
+    public static <T> String exportAndUploadToMinIO(String fileName,
+                                             Class<T> clazz,
+                                             List<T> data,
+                                             String bucketName,
+                                             String minioUrl
+                                             ) throws Exception {
+        // 生成Excel并获取字节数组
+        byte[] excelBytes = generateExcelBytes(clazz, data);
+
+        // 上传到MinIO并返回URL
+        return uploadToMinIO(excelBytes, fileName,bucketName,minioUrl);
+    }
+
+    /**
+     * 生成Excel文件的字节数组
+     */
+    private static <T> byte[] generateExcelBytes(Class<T> clazz, List<T> data) throws IOException {
+        try (ByteArrayOutputStream outputStream = new ByteArrayOutputStream()) {
+            // 使用EasyExcel写入数据到字节输出流
+            EasyExcel.write(outputStream, clazz)
+                    .sheet("数据列表")
+                    .doWrite(data);
+
+            return outputStream.toByteArray();
+        }
+    }
+
+    /**
+     * 上传字节数组到MinIO
+     */
+    private static String uploadToMinIO(byte[] data, String originalFileName, String bucketName, String minioUrl) throws Exception {
+        // 检查存储桶是否存在，不存在则创建
+        if (!minioClient.bucketExists(BucketExistsArgs.builder().bucket(bucketName).build())) {
+            minioClient.makeBucket(MakeBucketArgs.builder().bucket(bucketName).build());
+        }
+
+        // 生成存储在MinIO中的文件名
+        String objectName = "excel-exports/" + System.currentTimeMillis() + "_" +
+                UUID.randomUUID().toString().substring(0, 8) + "_" +
+                originalFileName + ".xlsx";
+
+        // 使用字节流上传
+        try (ByteArrayInputStream inputStream = new ByteArrayInputStream(data)) {
+            minioClient.putObject(
+                    PutObjectArgs.builder()
+                            .bucket(bucketName)
+                            .object(objectName)
+                            .stream(inputStream, data.length, -1)
+                            .contentType("application/vnd.openxmlformats-officedocument.spreadsheetml.sheet")
+                            .build()
+            );
+        }
+        String baseUrl = minioUrl.endsWith("/") ? minioUrl.substring(0, minioUrl.length() - 1) : minioUrl;
+        return baseUrl + "/" + bucketName + "/" + objectName;
+    }
 }

commons/src/main/java/com/jzg/commons/util/http/HttpServletUtils.java

@@ -0,0 +1,247 @@
+package com.jzg.commons.util.http;
+
+import com.alibaba.fastjson.JSONObject;
+import com.jzg.commons.core.page.HttpResult;
+import com.jzg.commons.entity.enums.HttpConstants;
+import com.jzg.commons.text.Convert;
+import com.jzg.commons.util.StringUtils;
+import jakarta.servlet.http.HttpServletRequest;
+import jakarta.servlet.http.HttpServletResponse;
+import jakarta.servlet.http.HttpSession;
+import org.springframework.core.io.buffer.DataBuffer;
+import org.springframework.http.HttpHeaders;
+import org.springframework.http.HttpStatus;
+import org.springframework.http.MediaType;
+import org.springframework.http.server.reactive.ServerHttpResponse;
+import org.springframework.web.context.request.RequestAttributes;
+import org.springframework.web.context.request.RequestContextHolder;
+import org.springframework.web.context.request.ServletRequestAttributes;
+import reactor.core.publisher.Mono;
+import java.io.IOException;
+import java.io.UnsupportedEncodingException;
+import java.net.URLDecoder;
+import java.net.URLEncoder;
+import java.util.Enumeration;
+import java.util.LinkedHashMap;
+import java.util.Map;
+
+    /**
+     * 客户端工具类
+     *
+     * @author ruoyi
+     */public class HttpServletUtils {
+        /**
+         * 获取String参数
+         */
+        public static String getParameter(String name) {
+            return getRequest().getParameter(name);
+        }
+
+        /**
+         * 获取String参数
+         */
+        public static String getParameter(String name, String defaultValue) {
+            return Convert.toStr(getRequest().getParameter(name), defaultValue);
+        }
+
+        /**
+         * 获取Integer参数
+         */
+        public static Integer getParameterToInt(String name) {
+            return Convert.toInt(getRequest().getParameter(name));
+        }
+
+        /**
+         * 获取Integer参数
+         */
+        public static Integer getParameterToInt(String name, Integer defaultValue) {
+            return Convert.toInt(getRequest().getParameter(name), defaultValue);
+        }
+
+        /**
+         * 获取request
+         */
+        public static HttpServletRequest getRequest() {
+            return getRequestAttributes() == null ? null:getRequestAttributes().getRequest();
+        }
+
+        /**
+         * 获取response
+         */
+        public static HttpServletResponse getResponse() {
+            return getRequestAttributes().getResponse();
+        }
+
+        /**
+         * 获取session
+         */
+        public static HttpSession getSession() {
+            return getRequest().getSession();
+        }
+
+        public static ServletRequestAttributes getRequestAttributes() {
+            RequestAttributes attributes = RequestContextHolder.getRequestAttributes();
+            if(attributes == null){
+                return null;
+            }
+            return (ServletRequestAttributes) attributes;
+        }
+
+//        /**
+//         * 将字符串渲染到客户端
+//         *
+//         * @param response 渲染对象
+//         * @param string   待渲染的字符串
+//         * @return null
+//         */
+//        public static String renderString(HttpServletResponse response, String string) {
+//            try {
+//                response.setStatus(200);
+//                response.setContentType("application/json");
+//                response.setCharacterEncoding("utf-8");
+//                response.getWriter().print(string);
+//            } catch (IOException e) {
+//                e.printStackTrace();
+//            }
+//            return null;
+//        }
+//
+//
+//        public static String getHeader(HttpServletRequest request, String name)
+//        {
+//            String value = request.getHeader(name);
+//            if (StringUtils.isEmpty(value))
+//            {
+//                return StringUtils.EMPTY;
+//            }
+//            return urlDecode(value);
+//        }
+//
+//        public static Map<String, String> getHeaders(HttpServletRequest request) {
+//            Map<String, String> map = new LinkedHashMap<>();
+//            Enumeration<String> enumeration = request.getHeaderNames();
+//            if (enumeration != null) {
+//                while (enumeration.hasMoreElements()) {
+//                    String key = enumeration.nextElement();
+//                    String value = request.getHeader(key);
+//                    map.put(key, value);
+//                }
+//            }
+//            return map;
+//        }
+//
+//        /**
+//         * 内容解码
+//         *
+//         * @param str 内容
+//         * @return 解码后的内容
+//         */
+//        public static String urlDecode(String str) {
+//            try {
+//                return URLDecoder.decode(str, HttpConstants.Character.UTF8.getCode());
+//            } catch (UnsupportedEncodingException e) {
+//                return StringUtils.EMPTY;
+//            }
+//        }
+//
+//
+//        /**
+//         * 是否是Ajax异步请求
+//         *
+//         * @param request
+//         */
+//        public static boolean isAjaxRequest(HttpServletRequest request) {
+//            String accept = request.getHeader("accept");
+//            if (accept != null && accept.indexOf("application/json") != -1) {
+//                return true;
+//            }
+//
+//            String xRequestedWith = request.getHeader("X-Requested-With");
+//            if (xRequestedWith != null && xRequestedWith.indexOf("XMLHttpRequest") != -1) {
+//                return true;
+//            }
+//
+//            String uri = request.getRequestURI();
+//            if (StringUtils.inStringIgnoreCase(uri, ".json", ".xml")) {
+//                return true;
+//            }
+//
+//            String ajax = request.getParameter("__ajax");
+//            if (StringUtils.inStringIgnoreCase(ajax, "json", "xml")) {
+//                return true;
+//            }
+//            return false;
+//        }
+//
+//        /**
+//         * 设置webflux模型响应
+//         *
+//         * @param response ServerHttpResponse
+//         * @param value    响应内容
+//         * @return Mono<Void>
+//         */
+//        public static Mono<Void> webFluxResponseWriter(ServerHttpResponse response, Object value) {
+//            return webFluxResponseWriter(response, HttpStatus.OK, value, 1);
+//        }
+//
+//        /**
+//         * 设置webflux模型响应
+//         *
+//         * @param response ServerHttpResponse
+//         * @param code     响应状态码
+//         * @param value    响应内容
+//         * @return Mono<Void>
+//         */
+//        public static Mono<Void> webFluxResponseWriter(ServerHttpResponse response, Object value, int code) {
+//            return webFluxResponseWriter(response, HttpStatus.OK, value, code);
+//        }
+//
+//        /**
+//         * 设置webflux模型响应
+//         *
+//         * @param response ServerHttpResponse
+//         * @param status   http状态码
+//         * @param code     响应状态码
+//         * @param value    响应内容
+//         * @return Mono<Void>
+//         */
+//        public static Mono<Void> webFluxResponseWriter(ServerHttpResponse response, HttpStatus status, Object value,
+//                                                       int code) {
+//            return webFluxResponseWriter(response, MediaType.APPLICATION_JSON_VALUE, status, value, code);
+//        }
+//
+//        /**
+//         * 设置webflux模型响应
+//         *
+//         * @param response    ServerHttpResponse
+//         * @param contentType content-type
+//         * @param status      http状态码
+//         * @param code        响应状态码
+//         * @param value       响应内容
+//         * @return Mono<Void>
+//         */
+//        public static Mono<Void> webFluxResponseWriter(ServerHttpResponse response, String contentType, HttpStatus status,
+//                                                       Object value, int code) {
+//            response.setStatusCode(status);
+//            response.getHeaders().add(HttpHeaders.CONTENT_TYPE, contentType);
+//            R<?> result = R.fail(code, value.toString());
+//            DataBuffer dataBuffer = response.bufferFactory().wrap(JSONObject.toJSONString(result).getBytes());
+//            return response.writeWith(Mono.just(dataBuffer));
+//        }
+//
+//        /**
+//         * 内容编码
+//         *
+//         * @param str 内容
+//         * @return 编码后的内容
+//         */
+//        public static String urlEncode(String str) {
+//            try {
+//                return URLEncoder.encode(str, "UTF-8");
+//            } catch (UnsupportedEncodingException e) {
+//                return StringUtils.EMPTY;
+//            }
+//        }
+
+    }
+

consoleStatistics/pom.xml

@@ -109,7 +109,7 @@
                         <manifest>
                             <addClasspath>true</addClasspath>
                             <classpathPrefix>lib/</classpathPrefix>
-                            <mainClass>com.jzg.ConsoleApplication</mainClass> <!-- 替换为你的主类 -->
+                            <mainClass>com.jzg.console.ConsoleApplication</mainClass> <!-- 替换为你的主类 -->
                             <useUniqueVersions>false</useUniqueVersions>
                         </manifest>
                         <manifestEntries>

consoleStatistics/src/main/java/com/jzg/console/controller/ReportBusinessDataManageController.java

@@ -0,0 +1,445 @@
+package com.jzg.console.controller;
+
+import com.baomidou.mybatisplus.core.metadata.IPage;
+import com.jzg.commons.core.base.BaseController;
+import com.jzg.commons.core.page.HttpResult;
+import com.jzg.commons.entity.report.dto.ReportSearchConfigurationDto;
+import com.jzg.commons.entity.report.vo.ReportSearchCommonVo;
+import com.jzg.console.service.*;
+import io.swagger.v3.oas.annotations.Operation;
+import io.swagger.v3.oas.annotations.tags.Tag;
+import lombok.extern.slf4j.Slf4j;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.web.bind.annotation.*;
+
+import java.util.List;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/22 17:56
+ *  @Description: 业务数据管理
+ */
+@Slf4j
+@Tag(name="业务数据管理")
+@RestController
+@RequestMapping("/console/businessDataManage")
+public class ReportBusinessDataManageController extends BaseController {
+
+    //业务数据-保险公司
+    @Autowired
+    private ReportCompanyDataManageService reportCompanyDataManageService;
+
+    //业务数据-险种报表
+    @Autowired
+    private ReportRiskDataManageService reportRiskDataManageService;
+
+    //业务数据-对接人
+    @Autowired
+    private ReportContactPersonDataManageService reportContactPersonDataManageService;
+
+    //业务数据-业务员
+    @Autowired
+    private ReportSalesmanDataManageService reportSalesmanDataManageService;
+
+    //业务数据-渠道
+    @Autowired
+    private ReportChannelDataManageService reportChannelDataManageService;
+
+    //业务数据-电销
+    @Autowired
+    private ReportTelemarketingDataManageService reportTelemarketingDataManageService;
+
+
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:08
+     *  @Description: 业务数据-保险公司-列表
+     */
+    @Operation(summary = "业务数据-保险公司-列表查询", description = "业务数据-保险公司-列表查询")
+    @PostMapping(value = "/companyDataManagePageList")
+    public HttpResult<?> companyDataManagePageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportCompanyDataManageService.getPageListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:09
+     *  @Description: 业务数据-保险公司-列表导出
+     */
+    @Operation(summary = "业务数据-保险公司-列表导出", description = "业务数据-保险公司-列表导出")
+    @PostMapping(value = "/companyDataManageToTask")
+    public HttpResult<?> companyDataManageToTask(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportCompanyDataManageService.downloadListByParams(reportSearchCommonVo);
+            return HttpResult.ok("业务数据-保险公司-列表导出处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:11
+     *  @Description:  业务数据-保险公司-明细查询
+     */
+    @Operation(summary = "业务数据-保险公司-明细查询", description = "业务数据-保险公司-明细查询")
+    @PostMapping(value = "/companyDataManageDetailPageList")
+    public HttpResult<?> companyDataManageDetailPageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportCompanyDataManageService.getPageDetailListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:11
+     *  @Description:  业务数据-保险公司-明细导出
+     */
+    @Operation(summary = "业务数据-保险公司-明细导出", description = "业务数据-保险公司-明细导出")
+    @PostMapping(value = "/companyDataManageDetailToTask")
+    public HttpResult<?> companyDataManageDetailToTask(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportCompanyDataManageService.downloadDetailListByParams(reportSearchCommonVo);
+            return HttpResult.ok("业务数据-保险公司-明细导出处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:08
+     *  @Description: 业务数据-险种报表-列表
+     */
+    @Operation(summary = "业务数据-险种报表-列表查询", description = "业务数据-险种报表-列表查询")
+    @PostMapping(value = "/riskDataManagePageList")
+    public HttpResult<?> riskDataManagePageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportRiskDataManageService.getPageListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:09
+     *  @Description: 业务数据-险种报表-列表导出
+     */
+    @Operation(summary = "业务数据-险种报表-列表导出", description = "业务数据-险种报表-列表导出")
+    @PostMapping(value = "/riskDataManageToTask")
+    public HttpResult<?> riskDataManageToTask(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportRiskDataManageService.downloadListByParams(reportSearchCommonVo);
+            return HttpResult.ok("业务数据-险种报表-列表导出处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:11
+     *  @Description:  业务数据-保险公司-明细查询
+     */
+    @Operation(summary = "业务数据-险种报表-明细查询", description = "业务数据-险种报表-明细查询")
+    @PostMapping(value = "/riskDataManageDetailPageList")
+    public HttpResult<?> riskDataManageDetailPageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportRiskDataManageService.getPageDetailListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:11
+     *  @Description:  业务数据-保险公司-明细导出
+     */
+    @Operation(summary = "业务数据-险种报表-明细导出", description = "业务数据-险种报表-明细导出")
+    @PostMapping(value = "/riskDataManageDetailToPage")
+    public HttpResult<?> riskDataManageDetailToPage(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportRiskDataManageService.downloadDetailListByParams(reportSearchCommonVo);
+            return HttpResult.ok("业务数据-险种报表-明细导出处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:08
+     *  @Description: 业务数据-对接人-列表
+     */
+    @Operation(summary = "业务数据-对接人-列表查询", description = "业务数据-对接人-列表查询")
+    @PostMapping(value = "/contactPersonDataManagePageList")
+    public HttpResult<?> contactPersonDataManagePageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportContactPersonDataManageService.getPageListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:09
+     *  @Description: 业务数据-对接人-列表导出
+     */
+    @Operation(summary = "业务数据-对接人-列表导出", description = "业务数据-对接人-列表导出")
+    @PostMapping(value = "/contactPersonDataManageToTask")
+    public HttpResult<?> contactPersonDataManageToTask(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportContactPersonDataManageService.downloadListByParams(reportSearchCommonVo);
+            return HttpResult.ok("业务数据-对接人-列表导出处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:11
+     *  @Description:  业务数据-对接人-明细查询
+     */
+    @Operation(summary = "业务数据-对接人-明细查询", description = "业务数据-对接人-明细查询")
+    @PostMapping(value = "/contactPersonDataManageDetailPageList")
+    public HttpResult<?> contactPersonDataManageDetailPageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportContactPersonDataManageService.getPageDetailListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:11
+     *  @Description:  业务数据-对接人-明细导出
+     */
+    @Operation(summary = "业务数据-对接人-明细导出", description = "业务数据-对接人-明细导出")
+    @PostMapping(value = "/contactPersonDataManageDetailToTask")
+    public HttpResult<?> contactPersonDataManageDetailToTask(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportCompanyDataManageService.downloadDetailListByParams(reportSearchCommonVo);
+            return HttpResult.ok("业务数据-对接人-明细导出处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:08
+     *  @Description: 业务数据-业务员-列表
+     */
+    @Operation(summary = "业务数据-业务员-列表查询", description = "业务数据-业务员-列表查询")
+    @PostMapping(value = "/salesmanDataManagePageList")
+    public HttpResult<?> salesmanDataManagePageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportSalesmanDataManageService.getPageListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:09
+     *  @Description: 业务数据-业务员-列表导出
+     */
+    @Operation(summary = "业务数据-业务员-列表导出", description = "业务数据-业务员-列表导出")
+    @PostMapping(value = "/salesmanDataManageToTask")
+    public HttpResult<?> salesmanDataManageToTask(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportSalesmanDataManageService.downloadListByParams(reportSearchCommonVo);
+            return HttpResult.ok("业务数据-业务员-列表导出任务处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:11
+     *  @Description:  业务数据-保险公司-明细查询
+     */
+    @Operation(summary = "业务数据-业务员-明细查询", description = "业务数据-业务员-明细查询")
+    @PostMapping(value = "/salesmanDataManageDetailPageList")
+    public HttpResult<?> salesmanDataManageDetailPageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportSalesmanDataManageService.getPageDetailListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:11
+     *  @Description:  业务数据-业务员-明细导出
+     */
+    @Operation(summary = "业务数据-业务员-明细导出", description = "业务数据-业务员-明细导出")
+    @PostMapping(value = "/salesmanDataManageDetailToTask")
+    public HttpResult<?> salesmanDataManageDetailToTask(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportSalesmanDataManageService.downloadDetailListByParams(reportSearchCommonVo);
+            return HttpResult.ok("业务数据-业务员-明细导出任务处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:08
+     *  @Description: 业务数据-渠道-列表
+     */
+    @Operation(summary = "业务数据-渠道-列表查询", description = "业务数据-渠道-列表查询")
+    @PostMapping(value = "/channelDataManagePageList")
+    public HttpResult<?> channelDataManagePageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+
+            IPage<?> pageList = reportChannelDataManageService.getPageListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:09
+     *  @Description: 业务数据-渠道-列表导出
+     */
+    @Operation(summary = "业务数据-渠道-列表导出", description = "业务数据-渠道-列表导出")
+    @PostMapping(value = "/channelDataManageToTask")
+    public HttpResult<?> channelDataManageToTask(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportChannelDataManageService.downloadListByParams(reportSearchCommonVo);
+            return HttpResult.ok("业务数据-渠道-列表导出处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:11
+     *  @Description:  业务数据-渠道-明细查询
+     */
+    @Operation(summary = "业务数据-渠道-明细查询", description = "业务数据-渠道-明细查询")
+    @PostMapping(value = "/channelDataManageDetailPageList")
+    public HttpResult<?> channelDataManageDetailPageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportChannelDataManageService.getPageDetailListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:11
+     *  @Description:  业务数据-渠道-明细导出
+     */
+    @Operation(summary = "业务数据-渠道-明细导出", description = "业务数据-渠道-明细导出")
+    @PostMapping(value = "/channelDataManageDetailToTask")
+    public HttpResult<?> channelDataManageDetailToTask(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportChannelDataManageService.downloadDetailListByParams(reportSearchCommonVo);
+            return HttpResult.ok("业务数据-渠道-明细导出处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:08
+     *  @Description: 业务数据-电销-列表
+     */
+    @Operation(summary = "业务数据-电销-列表查询", description = "业务数据-电销-列表查询")
+    @PostMapping(value = "/telemarketingDataManagePageList")
+    public HttpResult<?> telemarketingDataManagePageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportTelemarketingDataManageService.getPageListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:09
+     *  @Description: 业务数据-电销-列表导出
+     */
+    @Operation(summary = "业务数据-电销-列表导出", description = "业务数据-电销-列表导出")
+    @PostMapping(value = "/telemarketingDataManageToTask")
+    public HttpResult<?> telemarketingDataManageToTask(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportTelemarketingDataManageService.downloadListByParams(reportSearchCommonVo);
+            return HttpResult.ok("业务数据-电销-列表导出处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:11
+     *  @Description:  业务数据-电销-明细查询
+     */
+    @Operation(summary = "业务数据-电销-明细查询", description = "业务数据-电销-明细查询")
+    @PostMapping(value = "/telemarketingDataManageDetailPageList")
+    public HttpResult<?> telemarketingDataManageDetailPageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportTelemarketingDataManageService.getPageDetailListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:11
+     *  @Description:  业务数据-电销-明细导出
+     */
+    @Operation(summary = "业务数据-电销-明细导出", description = "业务数据-电销-明细导出")
+    @PostMapping(value = "/telemarketingDataManageDetailToTask")
+    public HttpResult<?> telemarketingDataManageDetailToTask(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportTelemarketingDataManageService.downloadDetailListByParams(reportSearchCommonVo);
+            return HttpResult.ok("业务数据-电销-明细导出处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+
+}

consoleStatistics/src/main/java/com/jzg/console/controller/ReportFinanceDataManageController.java

@@ -0,0 +1,341 @@
+package com.jzg.console.controller;
+
+import com.baomidou.mybatisplus.core.metadata.IPage;
+import com.jzg.commons.core.base.BaseController;
+import com.jzg.commons.core.page.HttpResult;
+import com.jzg.commons.entity.report.vo.ReportSearchCommonVo;
+import com.jzg.console.service.*;
+import io.swagger.v3.oas.annotations.Operation;
+import io.swagger.v3.oas.annotations.tags.Tag;
+import lombok.extern.slf4j.Slf4j;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.web.bind.annotation.*;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/22 17:56
+ *  @Description: 财务数据管理
+ */
+@Slf4j
+@Tag(name="财务数据管理")
+@RestController
+@RequestMapping("/console/businessDataManage")
+public class ReportFinanceDataManageController extends BaseController {
+
+    //财务数据-费用校验
+    @Autowired
+    private ReportCostVerificationDataService reportCostVerificationDataService;
+
+    //财务数据-应收
+    @Autowired
+    private ReportReceivableDataService reportReceivableDataService;
+
+    //财务数据-应付
+    @Autowired
+    private ReportMeetDataService reportMeetDataService;
+
+    //财务数据-经营利润
+    @Autowired
+    private ReportOperatingProfitDataService reportOperatingProfitDataService;
+
+    //财务数据-人员审核
+    @Autowired
+    private ReportPersonCheckDataService reportPersonCheckDataService;
+
+
+
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:08
+     *  @Description: 财务数据-费用校验-列表
+     */
+    @Operation(summary = "财务数据-费用校验-列表查询", description = "财务数据-费用校验-列表查询")
+    @PostMapping(value = "/costVerificationDataPageList")
+    public HttpResult<?> costVerificationDataPageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportCostVerificationDataService.getPageListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:09
+     *  @Description: 财务数据-费用校验-列表导出
+     */
+    @Operation(summary = "财务数据-费用校验-列表导出", description = "财务数据-费用校验-列表导出")
+    @PostMapping(value = "/costVerificationDataToTask")
+    public HttpResult<?> costVerificationDataToTask(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportCostVerificationDataService.downloadListByParams(reportSearchCommonVo);
+            return HttpResult.ok("财务数据-费用校验-列表导出处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:11
+     *  @Description:  财务数据-费用校验-明细查询
+     */
+    @Operation(summary = "财务数据-费用校验-明细查询", description = "财务数据-费用校验-明细查询")
+    @PostMapping(value = "/costVerificationDataDetailPageList")
+    public HttpResult<?> costVerificationDataDetailPageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportCostVerificationDataService.getPageDetailListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:11
+     *  @Description:  财务数据-费用校验-明细导出
+     */
+    @Operation(summary = "财务数据-费用校验-明细导出", description = "财务数据-费用校验-明细导出")
+    @PostMapping(value = "/costVerificationDataDetailToTask")
+    public HttpResult<?> costVerificationDataDetailToTask(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportCostVerificationDataService.downloadDetailListByParams(reportSearchCommonVo);
+            return HttpResult.ok("财务数据-费用校验-明细导出处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:08
+     *  @Description: 财务数据-应收-列表
+     */
+    @Operation(summary = "财务数据-应收-列表查询", description = "财务数据-应收-列表查询")
+    @PostMapping(value = "/receivableDataPageList")
+    public HttpResult<?> receivableDataPageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportReceivableDataService.getPageListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:09
+     *  @Description: 财务数据-应收-列表导出
+     */
+    @Operation(summary = "财务数据-应收-列表导出", description = "财务数据-应收-列表导出")
+    @PostMapping(value = "/receivableDataToTask")
+    public HttpResult<?> receivableDataToTask(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportReceivableDataService.downloadListByParams(reportSearchCommonVo);
+            return HttpResult.ok("财务数据-应收-列表导出处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:11
+     *  @Description:  财务数据-应收-明细查询
+     */
+    @Operation(summary = "财务数据-应收-明细查询", description = "财务数据-应收-明细查询")
+    @PostMapping(value = "/receivableDataDetailPageList")
+    public HttpResult<?> receivableDataDetailPageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportReceivableDataService.getPageDetailListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:11
+     *  @Description:  财务数据-应收-明细导出
+     */
+    @Operation(summary = "财务数据-应收-明细导出", description = "财务数据-应收-明细导出")
+    @PostMapping(value = "/receivableDataDetailToTask")
+    public HttpResult<?> receivableDataDetailToTask(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportReceivableDataService.downloadDetailListByParams(reportSearchCommonVo);
+            return HttpResult.ok("财务数据-应收-明细导出处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:08
+     *  @Description: 财务数据-应付-列表
+     */
+    @Operation(summary = "财务数据-应付-列表查询", description = "财务数据-应付-列表查询")
+    @PostMapping(value = "meetDataPageList")
+    public HttpResult<?> meetDataPageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportMeetDataService.getPageListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:09
+     *  @Description: 财务数据-应付-列表导出
+     */
+    @Operation(summary = "财务数据-应付-列表导出", description = "财务数据-应付-列表导出")
+    @PostMapping(value = "/meetDataToTask")
+    public HttpResult<?> meetDataToTask(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportMeetDataService.downloadListByParams(reportSearchCommonVo);
+            return HttpResult.ok("财务数据-应付-列表导出处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:11
+     *  @Description:  业务数据-对接人-明细查询
+     */
+    @Operation(summary = "财务数据-应付-明细查询", description = "财务数据-应付-明细查询")
+    @PostMapping(value = "/meetDataDetailPageList")
+    public HttpResult<?> meetDataDetailPageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportMeetDataService.getPageDetailListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:11
+     *  @Description:  财务数据-应付-明细导出
+     */
+    @Operation(summary = "财务数据-应付-明细导出", description = "财务数据-应付-明细导出")
+    @PostMapping(value = "/meetDataDetailToTask")
+    public HttpResult<?> meetDataDetailToTask(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportMeetDataService.downloadDetailListByParams(reportSearchCommonVo);
+            return HttpResult.ok("财务数据-应付-明细导出处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:08
+     *  @Description: 财务数据-经营利润-列表
+     */
+    @Operation(summary = "财务数据-经营利润-列表查询", description = "财务数据-经营利润-列表查询")
+    @PostMapping(value = "/operatingProfitDataPageList")
+    public HttpResult<?> salesmanDataManagePageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportOperatingProfitDataService.getPageListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:09
+     *  @Description: 财务数据-经营利润-列表导出
+     */
+    @Operation(summary = "财务数据-经营利润-列表导出", description = "财务数据-经营利润-列表导出")
+    @PostMapping(value = "/operatingProfitDataToTask1")
+    public HttpResult<?> salesmanDataManageToTask(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportOperatingProfitDataService.downloadListByParams(reportSearchCommonVo);
+            return HttpResult.ok("财务数据-经营利润-列表导出任务处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:08
+     *  @Description: 财务数据-人员审核-列表
+     */
+    @Operation(summary = "财务数据-人员审核-列表查询", description = "财务数据-人员审核-列表查询")
+    @PostMapping(value = "/personCheckDataPageList")
+    public HttpResult<?> personCheckDataPageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportPersonCheckDataService.getPageListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:09
+     *  @Description: 财务数据-人员审核-列表导出
+     */
+    @Operation(summary = "财务数据-人员审核-列表导出", description = "财务数据-人员审核-列表导出")
+    @PostMapping(value = "/personCheckDataToTask")
+    public HttpResult<?> personCheckDataToTask(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportPersonCheckDataService.downloadListByParams(reportSearchCommonVo);
+            return HttpResult.ok("财务数据-人员审核-列表导出处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:11
+     *  @Description:  财务数据-人员审核-明细查询
+     */
+    @Operation(summary = "财务数据-人员审核-明细查询", description = "财务数据-人员审核-明细查询")
+    @PostMapping(value = "/personCheckDataDetailPageList")
+    public HttpResult<?> personCheckDataDetailPageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportPersonCheckDataService.getPageDetailListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:11
+     *  @Description:  业务数据-电销-明细导出
+     */
+    @Operation(summary = "财务数据-人员审核-明细导出", description = "财务数据-人员审核-明细导出")
+    @PostMapping(value = "/personCheckDataDetailToTask")
+    public HttpResult<?> personCheckDataDetailToTask(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportPersonCheckDataService.downloadDetailListByParams(reportSearchCommonVo);
+            return HttpResult.ok("财务数据-人员审核-明细导出处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+
+}

consoleStatistics/src/main/java/com/jzg/console/controller/ReportPersonDataManageController.java

@@ -0,0 +1,336 @@
+package com.jzg.console.controller;
+
+import com.baomidou.mybatisplus.core.metadata.IPage;
+import com.jzg.commons.core.base.BaseController;
+import com.jzg.commons.core.page.HttpResult;
+import com.jzg.commons.entity.report.vo.ReportSearchCommonVo;
+import com.jzg.console.service.*;
+import io.swagger.v3.oas.annotations.Operation;
+import io.swagger.v3.oas.annotations.tags.Tag;
+import lombok.extern.slf4j.Slf4j;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.web.bind.annotation.*;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/22 17:56
+ *  @Description: 人员数据管理
+ */
+@Slf4j
+@Tag(name="人员数据管理")
+@RestController
+@RequestMapping("/console/personDataManage")
+public class ReportPersonDataManageController extends BaseController {
+
+    //人员数据-业务员报表
+    @Autowired
+    private ReportSalesmanReportService reportSalesmanReportService;
+
+    //人员数据-业务员组织
+    @Autowired
+    private ReportSalesmanDeptService reportSalesmanDeptService;
+
+    //人员数据-渠道数据
+    @Autowired
+    private ReportChannelPersonDataService reportChannelPersonDataService;
+
+    //人员数据-电销数据
+    @Autowired
+    private ReportTelemarketingPersonDataService reportTelemarketingPersonDataService;
+
+
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:08
+     *  @Description: 人员数据-业务员报表-列表
+     */
+    @Operation(summary = "人员数据-业务员报表-列表查询", description = "人员数据-业务员报表-列表查询")
+    @PostMapping(value = "/salesmanReportPageList")
+    public HttpResult<?> salesmanReportPageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportSalesmanReportService.getPageListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:09
+     *  @Description: 人员数据-业务员报表-列表导出
+     */
+    @Operation(summary = "人员数据-业务员报表-列表导出", description = "人员数据-业务员报表-列表导出")
+    @PostMapping(value = "/salesmanReportToTask")
+    public HttpResult<?> salesmanReportToTask(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportSalesmanReportService.downloadListByParams(reportSearchCommonVo);
+            return HttpResult.ok("人员数据-业务员报表-列表导出处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:11
+     *  @Description:  人员数据-业务员报表-明细查询
+     */
+    @Operation(summary = "人员数据-业务员报表-明细查询", description = "人员数据-业务员报表-明细查询")
+    @PostMapping(value = "/salesmanReportDetailPageList")
+    public HttpResult<?> companyDataManageDetailPageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportSalesmanReportService.getPageDetailListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:11
+     *  @Description:  业人员数据-业务员报表-明细导出
+     */
+    @Operation(summary = "人员数据-业务员报表-明细导出", description = "人员数据-业务员报表-明细导出")
+    @PostMapping(value = "/salesmanReportDetailToTask")
+    public HttpResult<?> companyDataManageDetailToTask(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportSalesmanReportService.downloadDetailListByParams(reportSearchCommonVo);
+            return HttpResult.ok("人员数据-业务员报表-明细导出处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:08
+     *  @Description: 人员数据-业务员组织-列表
+     */
+    @Operation(summary = "人员数据-业务员组织-列表查询", description = "人员数据-业务员组织-列表查询")
+    @PostMapping(value = "/salesmanDeptPageList")
+    public HttpResult<?> salesmanDeptPageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportSalesmanDeptService.getPageListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:09
+     *  @Description: 人员数据-业务员组织-列表导出
+     */
+    @Operation(summary = "人员数据-业务员组织-列表导出", description = "人员数据-业务员组织-列表导出")
+    @PostMapping(value = "/salesmanDeptToTask")
+    public HttpResult<?> salesmanDeptToTask(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportSalesmanDeptService.downloadListByParams(reportSearchCommonVo);
+            return HttpResult.ok("人员数据-业务员组织-列表导出处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:11
+     *  @Description:  业务数据-保险公司-明细查询
+     */
+    @Operation(summary = "人员数据-业务员组织-人员明细查询", description = "人员数据-业务员组织-人员明细查询")
+    @PostMapping(value = "/salesmanDeptDetailPageList")
+    public HttpResult<?> salesmanDeptDetailPageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportSalesmanDeptService.getPageDetailListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:11
+     *  @Description:  业务数据-保险公司-明细导出
+     */
+    @Operation(summary = "人员数据-业务员组织-人员明细导出", description = "人员数据-业务员组织-人员明细导出")
+    @PostMapping(value = "/salesmanDeptDetailToPage")
+    public HttpResult<?> salesmanDeptDetailToPage(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportSalesmanDeptService.downloadDetailListByParams(reportSearchCommonVo);
+            return HttpResult.ok("人员数据-业务员组织-人员明细导出处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:11
+     *  @Description:  业务数据-保险公司-明细查询
+     */
+    @Operation(summary = "人员数据-业务员组织-业务明细查询", description = "人员数据-业务员组织-业务明细查询")
+    @PostMapping(value = "/salesmanBusinessDetailPageList")
+    public HttpResult<?> riskDataManageDetailPageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportSalesmanDeptService.getPageDetailListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:11
+     *  @Description:  人员数据-保险公司-明细导出
+     */
+    @Operation(summary = "人员数据-业务员组织-业务明细导出", description = "人员数据-业务员组织-业务明细导出")
+    @PostMapping(value = "/salesmanBusinessDetailToPage")
+    public HttpResult<?> riskDataManageDetailToPage(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportSalesmanDeptService.downloadDetailListByParams(reportSearchCommonVo);
+            return HttpResult.ok("人员数据-业务员组织-业务明细导出处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:08
+     *  @Description: 人员数据-渠道-列表
+     */
+    @Operation(summary = "人员数据-渠道-列表查询", description = "人员数据-渠道-列表查询")
+    @PostMapping(value = "/channelPersonDataPageList")
+    public HttpResult<?> channelPersonDataPageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportChannelPersonDataService.getPageListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:09
+     *  @Description: 人员数据-渠道-列表导出
+     */
+    @Operation(summary = "人员数据-渠道-列表导出", description = "人员数据-渠道-列表导出")
+    @PostMapping(value = "/channelPersonDataToTask")
+    public HttpResult<?> channelPersonDataToTask(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportChannelPersonDataService.downloadListByParams(reportSearchCommonVo);
+            return HttpResult.ok("人员数据-保险公司-列表导出处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:11
+     *  @Description:  人员数据-渠道-明细查询
+     */
+    @Operation(summary = "人员数据-渠道-明细查询", description = "人员数据-渠道-明细查询")
+    @PostMapping(value = "/channelPersonDataDetailPageList")
+    public HttpResult<?> channelPersonDataDetailPageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportChannelPersonDataService.getPageDetailListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:11
+     *  @Description:  人员数据-渠道-明细导出
+     */
+    @Operation(summary = "人员数据-渠道-明细导出", description = "业务数据-渠道-明细导出")
+    @PostMapping(value = "/channelPersonDataDetailToTask")
+    public HttpResult<?> channelPersonDataDetailToTask(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportChannelPersonDataService.downloadDetailListByParams(reportSearchCommonVo);
+            return HttpResult.ok("人员数据-保险公司-明细导出处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:08
+     *  @Description: 人员数据-电销-列表
+     */
+    @Operation(summary = "人员数据-电销-列表查询", description = "人员数据-电销-列表查询")
+    @PostMapping(value = "/telemarketingPersonDataPageList")
+    public HttpResult<?> telemarketingPersonDataPageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportTelemarketingPersonDataService.getPageListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:09
+     *  @Description: 人员数据-电销-列表导出
+     */
+    @Operation(summary = "人员数据-电销-列表导出", description = "人员数据-电销-列表导出")
+    @PostMapping(value = "/telemarketingDataManageToTask")
+    public HttpResult<?> telemarketingDataManageToTask(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportTelemarketingPersonDataService.downloadListByParams(reportSearchCommonVo);
+            return HttpResult.ok("人员数据-电销-列表导出处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:11
+     *  @Description:  人员数据-电销-明细查询
+     */
+    @Operation(summary = "人员数据-电销-明细查询", description = "人员数据-电销-明细查询")
+    @PostMapping(value = "/telemarketingPersonDataDetailPageList")
+    public HttpResult<?> telemarketingPersonDataDetailPageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportTelemarketingPersonDataService.getPageDetailListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:11
+     *  @Description:  人员数据-电销-明细导出
+     */
+    @Operation(summary = "人员数据-电销-明细导出", description = "人员数据-电销-明细导出")
+    @PostMapping(value = "/telemarketingDataManageDetailToTask")
+    public HttpResult<?> telemarketingDataManageDetailToTask(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportTelemarketingPersonDataService.downloadDetailListByParams(reportSearchCommonVo);
+            return HttpResult.ok("人员数据-电销-明细导出处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+
+}

consoleStatistics/src/main/java/com/jzg/console/controller/ReportQuotationDataManageController.java

@@ -0,0 +1,210 @@
+package com.jzg.console.controller;
+
+import com.baomidou.mybatisplus.core.metadata.IPage;
+import com.jzg.commons.core.base.BaseController;
+import com.jzg.commons.core.page.HttpResult;
+import com.jzg.commons.entity.report.vo.ReportSearchCommonVo;
+import com.jzg.console.service.*;
+import io.swagger.v3.oas.annotations.Operation;
+import io.swagger.v3.oas.annotations.tags.Tag;
+import lombok.extern.slf4j.Slf4j;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.web.bind.annotation.*;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/22 17:56
+ *  @Description: 报价数据管理
+ */
+@Slf4j
+@Tag(name="报价数据管理")
+@RestController
+@RequestMapping("/console/quotationDataManage")
+public class ReportQuotationDataManageController extends BaseController {
+
+    //报价数据-报价订单
+    @Autowired
+    private ReportQuotationOrderDataService reportQuotationOrderDataService;
+
+    //报价数据-保险公司
+    @Autowired
+    private ReportCompanyQuotationDataService reportCompanyQuotationDataService;
+
+    //报价数据-业务员
+    @Autowired
+    private ReportSalesmanQuotationDataService reportSalesmanQuotationDataService;
+
+    //报价数据-渠道
+    @Autowired
+    private ReportChannelQuotationDataService reportChannelQuotationDataService;
+
+    //报价数据-电销
+    @Autowired
+    private ReportTelemarketingQuotationDataService reportTelemarketingQuotationDataService;
+
+
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:08
+     *  @Description: 报价数据-报价订单-列表
+     */
+    @Operation(summary = "报价数据-报价订单-列表查询", description = "报价数据-报价订单-列表查询")
+    @PostMapping(value = "/quotationOrderDataPageList")
+    public HttpResult<?> quotationOrderDataPageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportQuotationOrderDataService.getPageListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:09
+     *  @Description: 报价数据-报价订单-列表导出
+     */
+    @Operation(summary = "报价数据-报价订单-列表导出", description = "报价数据-报价订单-列表导出")
+    @PostMapping(value = "/quotationOrderDataToTask")
+    public HttpResult<?> quotationOrderDataToTask(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportQuotationOrderDataService.downloadListByParams(reportSearchCommonVo);
+            return HttpResult.ok("报价数据-报价订单-列表导出处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:08
+     *  @Description: 报价数据-保险公司-列表
+     */
+    @Operation(summary = "报价数据-保险公司-列表查询", description = "报价数据-保险公司-列表查询")
+    @PostMapping(value = "/companyQuotationDataPageList")
+    public HttpResult<?> companyQuotationDataPageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportCompanyQuotationDataService.getPageListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:09
+     *  @Description: 报价数据-保险公司-列表导出
+     */
+    @Operation(summary = "报价数据-保险公司-列表导出", description = "报价数据-保险公司-列表导出")
+    @PostMapping(value = "/companyQuotationDataToTask")
+    public HttpResult<?> companyQuotationDataToTask(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportCompanyQuotationDataService.downloadListByParams(reportSearchCommonVo);
+            return HttpResult.ok("报价数据-保险公司-列表导出处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:08
+     *  @Description: 报价数据-业务员-列表
+     */
+    @Operation(summary = "报价数据--业务员-列表查询", description = "报价数据--业务员-列表查询")
+    @PostMapping(value = "/salesmanQuotationDataPageList")
+    public HttpResult<?> salesmanQuotationDataPageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportSalesmanQuotationDataService.getPageListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:09
+     *  @Description: 报价数据-业务员-列表导出
+     */
+    @Operation(summary = "报价数据-业务员-列表导出", description = "报价数据-业务员-列表导出")
+    @PostMapping(value = "/salesmanQuotationDataToTask")
+    public HttpResult<?> salesmanDataManageToTask(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportSalesmanQuotationDataService.downloadListByParams(reportSearchCommonVo);
+            return HttpResult.ok("报价数据-业务员-列表导出任务处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:08
+     *  @Description: 报价数据-渠道-列表
+     */
+    @Operation(summary = "报价数据-渠道-列表查询", description = "报价数据-渠道-列表查询")
+    @PostMapping(value = "/channelQuotationDataPageList")
+    public HttpResult<?> channelQuotationDataPageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportChannelQuotationDataService.getPageListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:09
+     *  @Description: 报价数据-渠道-列表导出
+     */
+    @Operation(summary = "报价数据-渠道-列表导出", description = "报价数据-渠道-列表导出")
+    @PostMapping(value = "/channelQuotationDataToTask")
+    public HttpResult<?> channelQuotationDataToTask(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportChannelQuotationDataService.downloadListByParams(reportSearchCommonVo);
+            return HttpResult.ok("报价数据-渠道-列表导出处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:08
+     *  @Description: 报价数据-电销-列表
+     */
+    @Operation(summary = "报价数据-电销-列表查询", description = "报价数据-电销-列表查询")
+    @PostMapping(value = "/telemarketingQuotationDataPageList")
+    public HttpResult<?> telemarketingQuotationDataPageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportTelemarketingQuotationDataService.getPageListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:09
+     *  @Description: 报价数据-电销-列表导出
+     */
+    @Operation(summary = "报价数据-电销-列表导出", description = "报价数据-电销-列表导出")
+    @PostMapping(value = "/telemarketingQuotationDataToTask")
+    public HttpResult<?> telemarketingQuotationDataToTask(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportTelemarketingQuotationDataService.downloadListByParams(reportSearchCommonVo);
+            return HttpResult.ok("报价数据-电销-列表导出处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+}

consoleStatistics/src/main/java/com/jzg/console/controller/ReportSearchConfigurationController.java

@@ -0,0 +1,128 @@
+package com.jzg.console.controller;
+
+
+import com.alibaba.fastjson.JSONObject;
+import com.baomidou.mybatisplus.core.metadata.IPage;
+import com.jzg.commons.core.base.BaseController;
+import com.jzg.commons.core.page.HttpResult;
+import com.jzg.commons.entity.report.dto.ReportDictDto;
+import com.jzg.commons.entity.report.dto.ReportSearchConfigurationDto;
+import com.jzg.commons.entity.report.dto.ReportUploadExcelTaskDto;
+import com.jzg.commons.entity.report.dto.UserTreeDto;
+import com.jzg.commons.entity.vo.SysDeptVo;
+import com.jzg.console.service.ReportSearchConfigurationService;
+import io.swagger.v3.oas.annotations.Operation;
+import io.swagger.v3.oas.annotations.tags.Tag;
+import lombok.extern.slf4j.Slf4j;
+import org.redisson.api.RedissonClient;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.web.bind.annotation.*;
+
+import java.util.List;
+import java.util.Objects;
+
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/16 17:59
+ *  @Description: 查询公共的查询参数
+ */
+@Slf4j
+@Tag(name="公共查询参数管理")
+@RestController
+@RequestMapping("/console/searchConfiguration")
+public class ReportSearchConfigurationController extends BaseController {
+
+
+    @Autowired
+    private RedissonClient redissonClient;
+
+    @Autowired
+    private ReportSearchConfigurationService reportSearchConfigurationService;
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/15 18:11
+     *  @Description: 导出任务中心-列表查询
+     */
+    @Operation(summary = "公共查询参数管理-列表查询", description = "公共查询参数管理-列表查询")
+    @GetMapping(value = "/getSearchConfigurationList")
+    public HttpResult<?> getSearchConfigurationList(@RequestParam(name="userId",required=true) String userId,@RequestParam(name="routerKey",required=true) String routerKey) {
+        try{
+            userId = reportSearchConfigurationService.getUserIdByUserName(userId);
+            List<ReportSearchConfigurationDto> list = reportSearchConfigurationService.getSearchConfigurationList(userId,routerKey);
+            return HttpResult.ok(list);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/15 18:11
+     *  @Description: 导出任务中心-列表查询
+     */
+    @Operation(summary = "公共查询参数管理-查询页面默认参数", description = "公共查询参数管理-查询页面默认参数")
+    @GetMapping(value = "/getSearchDefaultList")
+    public HttpResult<?> getSearchDefaultList(@RequestParam(name="userId",required=true) String userId,@RequestParam(name="routerKey",required=true) String routerKey) {
+        try{
+            userId = reportSearchConfigurationService.getUserIdByUserName(userId);
+            List<ReportSearchConfigurationDto> list = reportSearchConfigurationService.getSearchDefaultList(userId,routerKey);
+            return HttpResult.ok(list);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/17 14:39
+     *  @Description: 通过用户id查询所在的机构树
+     */
+    @Operation(summary = "公共查询参数管理-通过用户id查询所在的机构树", description = "公共查询参数管理-通过用户id查询所在的机构树")
+    @GetMapping(value = "/getDeptListByUserId")
+    public HttpResult<?> getDeptListByUserId(@RequestParam(name="userId",required=true) String userId) {
+        try{
+            userId = reportSearchConfigurationService.getUserIdByUserName(userId);
+            List<SysDeptVo> deptTree = reportSearchConfigurationService.getDeptTree(userId);
+            return HttpResult.ok(deptTree);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/17 14:41
+     *  @Description: 通过保险公司id查询合作公司列表
+     */
+    @Operation(summary = "公共查询参数管理-通过保险公司id查询合作公司列表", description = "公共查询参数管理-通过保险公司id查询合作公司列表")
+    @GetMapping(value = "/getPartnerCompanyListByCompanyId")
+    public HttpResult<?> getPartnerCompanyListByCompanyId(@RequestParam(name="companyId",required=true) String companyId) {
+        try{
+            List<ReportDictDto>  partnerCompanyList= reportSearchConfigurationService.getPartnerCompanyListByCompanyId(companyId);
+            return HttpResult.ok(partnerCompanyList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/17 17:35
+     *  @Description: 查询管理员数据
+     */
+    @Operation(summary = "公共查询参数管理-查询管理员数据列表", description = "公共查询参数管理-查询管理员数据列表")
+    @GetMapping(value = "/getUserManageListByUserId")
+    public HttpResult<?> getUserManageListByUserId(@RequestParam(name="userId",required=true) String userId) {
+        try{
+            List<UserTreeDto>  userManageList= reportSearchConfigurationService.getUserManageListByUserId(userId);
+            return HttpResult.ok(userManageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+}

consoleStatistics/src/main/java/com/jzg/console/controller/ReportTaskDataManageController.java

@@ -0,0 +1,320 @@
+package com.jzg.console.controller;
+
+import com.baomidou.mybatisplus.core.metadata.IPage;
+import com.jzg.commons.core.base.BaseController;
+import com.jzg.commons.core.page.HttpResult;
+import com.jzg.commons.entity.report.vo.ReportSearchCommonVo;
+import com.jzg.console.service.*;
+import io.swagger.v3.oas.annotations.Operation;
+import io.swagger.v3.oas.annotations.tags.Tag;
+import lombok.extern.slf4j.Slf4j;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.web.bind.annotation.*;
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/22 17:56
+ *  @Description: 任务数据管理
+ */
+@Slf4j
+@Tag(name="任务数据管理")
+@RestController
+@RequestMapping("/console/businessDataManage")
+public class ReportTaskDataManageController extends BaseController {
+
+    //任务数据-业务员
+    @Autowired
+    private ReportSalesmanDataService reportSalesmanDataService;
+
+    //任务数据-渠道
+    @Autowired
+    private ReportChannelDataService reportChannelDataService;
+
+    //任务数据-电销
+    @Autowired
+    private ReportTelemarketingDataService reportTelemarketingDataService;
+
+    //任务数据-保险公司
+    @Autowired
+    private ReportCompanyDataService reportCompanyDataService;
+
+
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:08
+     *  @Description: 任务数据-业务员-列表
+     */
+    @Operation(summary = "任务数据-业务员-列表查询", description = "任务数据-业务员-列表查询")
+    @PostMapping(value = "/salesmanDataPageList")
+    public HttpResult<?> salesmanDataPageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportSalesmanDataService.getPageListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:09
+     *  @Description: 任务数据-业务员-列表导出
+     */
+    @Operation(summary = "任务数据-业务员-列表导出", description = "任务数据-业务员-列表导出")
+    @PostMapping(value = "/salesmanDataToTask")
+    public HttpResult<?> salesmanDataToTask(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportSalesmanDataService.downloadListByParams(reportSearchCommonVo);
+            return HttpResult.ok("任务数据-业务员-列表导出处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:11
+     *  @Description:  任务数据-业务员-明细查询
+     */
+    @Operation(summary = "任务数据-业务员-明细查询", description = "任务数据-业务员-明细查询")
+    @PostMapping(value = "/salesmanDataDetailPageList")
+    public HttpResult<?> salesmanDataDetailPageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportSalesmanDataService.getPageDetailListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:11
+     *  @Description:  任务数据-业务员-明细导出
+     */
+    @Operation(summary = "任务数据-业务员-明细导出", description = "任务数据-业务员-明细导出")
+    @PostMapping(value = "/salesmanDataDetailToTask")
+    public HttpResult<?> salesmanDataDetailToTask(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportSalesmanDataService.downloadDetailListByParams(reportSearchCommonVo);
+            return HttpResult.ok("任务数据-业务员-明细导出处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:08
+     *  @Description: 任务数据-渠道-列表
+     */
+    @Operation(summary = "任务数据-渠道-列表查询", description = "任务数据-渠道-列表查询")
+    @PostMapping(value = "/channelDataPageList")
+    public HttpResult<?> channelDataPageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportChannelDataService.getPageListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:09
+     *  @Description: 任务数据-渠道-列表导出
+     */
+    @Operation(summary = "任务数据-渠道-列表导出", description = "任务数据-渠道-列表导出")
+    @PostMapping(value = "/channelDataToTask")
+    public HttpResult<?> channelDataToTask(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportChannelDataService.downloadListByParams(reportSearchCommonVo);
+            return HttpResult.ok("业务数据-险种报表-列表导出处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:11
+     *  @Description:  任务数据-渠道-明细查询
+     */
+    @Operation(summary = "任务数据-渠道-明细查询", description = "任务数据-渠道-明细查询")
+    @PostMapping(value = "/channelDataDetailPageList")
+    public HttpResult<?> channelDataDetailPageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportChannelDataService.getPageDetailListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:11
+     *  @Description:  任务数据-渠道-明细导出
+     */
+    @Operation(summary = "任务数据-渠道-明细导出", description = "任务数据-渠道-明细导出")
+    @PostMapping(value = "/channelDataDetailToPage")
+    public HttpResult<?> channelDataDetailToPage(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportChannelDataService.downloadDetailListByParams(reportSearchCommonVo);
+            return HttpResult.ok("任务数据-渠道-明细导出处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:08
+     *  @Description: 业务数据-渠道-列表
+     */
+    @Operation(summary = "业务数据-渠道-列表查询", description = "业务数据-渠道-列表查询")
+    @PostMapping(value = "/channelDataManagePageList2")
+    public HttpResult<?> channelDataManagePageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportTelemarketingDataService.getPageListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+
+
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:08
+     *  @Description: 业务数据-电销-列表
+     */
+    @Operation(summary = "业务数据-电销-列表查询", description = "业务数据-电销-列表查询")
+    @PostMapping(value = "/telemarketingDataPageList")
+    public HttpResult<?> telemarketingDataPageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportTelemarketingDataService.getPageListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:09
+     *  @Description: 业务数据-电销-列表导出
+     */
+    @Operation(summary = "业务数据-电销-列表导出", description = "业务数据-电销-列表导出")
+    @PostMapping(value = "/telemarketingDataToTask")
+    public HttpResult<?> telemarketingDataToTask(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportTelemarketingDataService.downloadListByParams(reportSearchCommonVo);
+            return HttpResult.ok("业务数据-电销-列表导出处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:11
+     *  @Description:  业务数据-电销-明细查询
+     */
+    @Operation(summary = "业务数据-电销-明细查询", description = "业务数据-电销-明细查询")
+    @PostMapping(value = "/telemarketingDataDetailPageList")
+    public HttpResult<?> telemarketingDataManageDetailPageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportTelemarketingDataService.getPageDetailListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:11
+     *  @Description:  业务数据-电销-明细导出
+     */
+    @Operation(summary = "业务数据-电销-明细导出", description = "业务数据-电销-明细导出")
+    @PostMapping(value = "/telemarketingDataDetailToTask")
+    public HttpResult<?> telemarketingDataDetailToTask(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportTelemarketingDataService.downloadDetailListByParams(reportSearchCommonVo);
+            return HttpResult.ok("业务数据-电销-明细导出处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:08
+     *  @Description: 任务数据-保险公司-列表
+     */
+    @Operation(summary = "任务数据-保险公司-列表查询", description = "任务数据-保险公司-列表查询")
+    @PostMapping(value = "/companyDataPageList")
+    public HttpResult<?> companyDataPageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportCompanyDataService.getPageListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:09
+     *  @Description: 任务数据-保险公司-列表导出
+     */
+    @Operation(summary = "任务数据-保险公司-列表导出", description = "任务数据-保险公司-列表导出")
+    @PostMapping(value = "/companyDataToTask")
+    public HttpResult<?> companyDataToTask(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportCompanyDataService.downloadListByParams(reportSearchCommonVo);
+            return HttpResult.ok("任务数据-保险公司-列表导出处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:11
+     *  @Description:  任务数据-保险公司-明细查询
+     */
+    @Operation(summary = "任务数据-保险公司-明细查询", description = "任务数据-保险公司-明细查询")
+    @PostMapping(value = "/companyDataDetailPageList")
+    public HttpResult<?> companyDataDetailPageList(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            IPage<?> pageList = reportCompanyDataService.getPageDetailListByParams(reportSearchCommonVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:11
+     *  @Description:  任务数据-保险公司-明细导出
+     */
+    @Operation(summary = "任务数据-保险公司-明细导出", description = "任务数据-保险公司-明细导出")
+    @PostMapping(value = "/companyDataDetailToTask")
+    public HttpResult<?> ccompanyDataDetailToTask(@RequestBody ReportSearchCommonVo reportSearchCommonVo) {
+        try{
+            reportCompanyDataService.downloadDetailListByParams(reportSearchCommonVo);
+            return HttpResult.ok("任务数据-保险公司-明细导出处理中，请在导出中心中查看");
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+
+}

consoleStatistics/src/main/java/com/jzg/console/controller/ReportUploadExcelTaskController.java

@@ -0,0 +1,118 @@
+package com.jzg.console.controller;
+
+
+import com.baomidou.mybatisplus.core.metadata.IPage;
+import com.jzg.commons.core.base.BaseController;
+import com.jzg.commons.core.page.HttpResult;
+import com.jzg.commons.entity.report.dto.ReportUploadExcelTaskDto;
+import com.jzg.commons.entity.report.po.ReportUploadExcelTask;
+import com.jzg.commons.entity.report.vo.ReportUploadExcelTaskVo;
+import com.jzg.console.service.ReportUploadExcelTaskService;
+import io.swagger.v3.oas.annotations.Operation;
+import io.swagger.v3.oas.annotations.tags.Tag;
+import jakarta.servlet.ServletOutputStream;
+import jakarta.servlet.http.HttpServletResponse;
+import lombok.extern.slf4j.Slf4j;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.web.bind.annotation.*;
+import java.io.FileInputStream;
+import java.io.InputStream;
+import java.net.URL;
+import java.net.URLConnection;
+import java.nio.charset.StandardCharsets;
+
+
+/**
+ *  @version
+ *  @author: hxl
+ *  @Date: 2025/9/16 11:15
+ *  @Description: 导出任务中心
+ */
+@Slf4j
+@Tag(name="数据报表管理")
+@RestController
+@RequestMapping("/console/task")
+public class ReportUploadExcelTaskController extends BaseController {
+
+
+    @Autowired
+    private ReportUploadExcelTaskService reportUploadExcelTaskService;
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/15 18:11
+     *  @Description: 导出任务中心-列表查询
+     */
+    @Operation(summary = "导出任务中心-分页列表查询", description = "导出任务中心-分页列表查询")
+    @PostMapping(value = "/getPageTaskList")
+    public HttpResult<?> getPageTaskList(@RequestBody ReportUploadExcelTaskVo reportUploadExcelTaskVo) {
+        try{
+            IPage<ReportUploadExcelTaskDto> pageList = reportUploadExcelTaskService.getPageTaskList(reportUploadExcelTaskVo);
+            return HttpResult.ok(pageList);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/16 10:38
+     *  @Description:
+     */
+    @Operation(summary = "导出任务中心-下載文件", description = "导出任务中心-下載文件")
+    @GetMapping(value = "/downTaskFile")
+    public void downTaskFile(@RequestParam(name="id",required=true) String id, HttpServletResponse response) throws Exception {
+        //通过id查询路径的
+        ReportUploadExcelTask entity = reportUploadExcelTaskService.getById(id);
+        //全路径
+        String fileUrl = entity.getFilePath();
+        URL url = new URL(fileUrl);
+        URLConnection connection = url.openConnection();
+        InputStream inputStream = connection.getInputStream();
+        String fileName = "导出数据.xlsx";
+        response.setContentType("application/force-download");
+        response.addHeader("Content-Disposition", "attachment;fileName=" + new String(fileName.getBytes(StandardCharsets.UTF_8), StandardCharsets.ISO_8859_1));
+        response.setCharacterEncoding("utf-8");
+        ServletOutputStream outputStream = response.getOutputStream();
+        byte[] buffer = new byte[1024];
+        int bytesRead;
+        while ((bytesRead = inputStream.read(buffer)) != -1) {
+            outputStream.write(buffer, 0, bytesRead);
+        }
+        outputStream.flush();
+        outputStream.close();
+        inputStream.close();
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/16 10:39
+     *  @Description:  更新任务的未读变为已读状态
+     */
+    @Operation(summary = "导出任务中心-更新任务的未读变为已读状态", description = "导出任务中心-更新任务的未读变为已读状态")
+    @GetMapping(value = "/updateReadStatus")
+    public HttpResult<?> updateReadStatus(@RequestParam(name="userId",required=true) String userId) {
+        try{
+            reportUploadExcelTaskService.uodateReadStatus(userId);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+        return HttpResult.ok("更新任务消息成功");
+    }
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/16 10:40
+     *  @Description: 显示导出任务未读数
+     */
+    @Operation(summary = "导出任务中心-显示导出任务未读数", description = "导出任务中心-显示导出任务未读数")
+    @GetMapping(value = "/getTaskMessageNoReadCount")
+    public HttpResult<?> getTaskMessageNoReadCount(@RequestParam(name="userId",required=true) String userId) {
+        try{
+            int count = reportUploadExcelTaskService.getTaskMessageNoReadCount(userId);
+            return  HttpResult.ok(count);
+        }catch (Exception e){
+            return HttpResult.error(e.getMessage());
+        }
+    }
+}

consoleStatistics/src/main/java/com/jzg/console/controller/TestController.java

@@ -1,36 +0,0 @@
-package com.jzg.console.controller;
-
-import com.jzg.commons.core.base.BaseController;
-import com.jzg.commons.core.page.HttpResult;
-import com.jzg.console.service.TestService;
-import io.swagger.v3.oas.annotations.Operation;
-import io.swagger.v3.oas.annotations.tags.Tag;
-import lombok.extern.slf4j.Slf4j;
-import org.springframework.beans.factory.annotation.Autowired;
-import org.springframework.web.bind.annotation.GetMapping;
-import org.springframework.web.bind.annotation.PostMapping;
-import org.springframework.web.bind.annotation.RequestMapping;
-import org.springframework.web.bind.annotation.RestController;
-/**
- *  @version
- *  @author: hxl
- *  @Date: 2025/9/12 15:30
- *  @Description: 添加控制台的测试接口
- */
-@Slf4j
-@Tag(name="控制台测试接口")
-@RestController
-@RequestMapping("/console/test")
-public class TestController  extends BaseController {
-
-    @Autowired
-    private  TestService testService;
-
-
-    @GetMapping("/getList")
-    @Operation(summary = "测试控制台接口",
-            description = "测试控制台接口")
-    public HttpResult<?> getList() {
-        return testService.getAllList();
-    }
-}

consoleStatistics/src/main/java/com/jzg/console/mapper/ReportCompanyDataManageMapper.java

@@ -0,0 +1,41 @@
+package com.jzg.console.mapper;
+
+import com.baomidou.mybatisplus.core.mapper.BaseMapper;
+import com.baomidou.mybatisplus.core.metadata.IPage;
+import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
+import com.jzg.commons.entity.report.dto.ReportCompanyDataManageDto;
+import com.jzg.commons.entity.report.dto.ReportUploadExcelTaskDto;
+import com.jzg.commons.entity.report.po.ReportUploadExcelTask;
+import com.jzg.commons.entity.report.vo.ReportSearchCommonVo;
+import com.jzg.commons.entity.report.vo.ReportUploadExcelTaskVo;
+import org.apache.ibatis.annotations.Param;
+
+import java.util.List;
+
+/**
+ *  @version 
+ *  @author: hxl
+ *  @Date: 2025/9/23 15:35
+ *  @Description: 业务数据-保险公司
+ */ 
+public interface ReportCompanyDataManageMapper  {
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/23 15:37
+     *  @Description:  业务数据-保险公司-列表查询
+     */
+    IPage<ReportCompanyDataManageDto> getReportCompanyDataManagePageListByParams(@Param("page") Page<ReportCompanyDataManageDto> page, @Param("vo") ReportSearchCommonVo reportSearchCommonVo);
+
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/23 15:37
+     *  @Description:  业务数据-保险公司-导出查询
+     */
+    List<ReportCompanyDataManageDto> getReportCompanyDataManageAllListByParams(@Param("vo") ReportSearchCommonVo reportSearchCommonVo);
+}
+
+
+
+

consoleStatistics/src/main/java/com/jzg/console/mapper/ReportSearchConfigurationMapper.java

@@ -0,0 +1,110 @@
+package com.jzg.console.mapper;
+
+import com.baomidou.mybatisplus.core.mapper.BaseMapper;
+import com.jzg.commons.entity.po.SysArea;
+import com.jzg.commons.entity.po.SysDept;
+import com.jzg.commons.entity.po.SysUser;
+import com.jzg.commons.entity.report.dto.ReportDictDto;
+import com.jzg.commons.entity.report.dto.ReportSearchConfigurationDto;
+import com.jzg.commons.entity.report.dto.UserTreeDto;
+import com.jzg.commons.entity.report.po.ReportSearchConfiguration;
+import org.apache.ibatis.annotations.Param;
+
+import java.util.List;
+
+/**
+ * @author Administrator
+ * @description 针对表【report_search_configuration(报表查询配置)】的数据库操作Mapper
+ * @createDate 2025-09-16 16:57:57
+ * @Entity generator.domain.ReportSearchConfiguration
+ */
+public interface ReportSearchConfigurationMapper extends BaseMapper<ReportSearchConfiguration> {
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/16 18:07
+     *  @Description: 查询公共筛选参数
+     */
+    List<ReportSearchConfigurationDto> getSearchConfigurationList(@Param("routerPath") String routerPath);
+
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/17 11:15
+     *  @Description:  查询字典
+     */
+    List<ReportDictDto> selectDictListByCode(@Param("distCode") String distCode);
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/17 11:48
+     *  @Description:  查询省市的二级机构
+     */
+    List<SysArea> getSecondLevelAreaList();
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/17 14:22
+     *  @Description:  查询用户关联的机构树
+     */
+    List<SysDept> getDeptListByUserId(@Param("userId") String userId);
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/17 15:05
+     *  @Description:  查询用户配置的保信公司
+     */
+    List<ReportDictDto> queryCompanyListByUserId(@Param("userId") String userId);
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/17 15:09
+     *  @Description: 通过保险公司查询合作公司三级id
+     */
+    List<ReportDictDto> getPartnerCompanyListByCompanyId(@Param("companyId") String companyId);
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/18 10:41
+     *  @Description:  查看页面默认参数
+     */
+    List<ReportSearchConfigurationDto> getSearchDefaultList(@Param("routerKey") String routerKey);
+
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/19 15:44
+     *  @Description: 通过用户id查询用户名称
+     */
+    String getUserIdByUserName(@Param("userId") String userId);
+
+
+
+
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/19 15:44
+     *  @Description: 通过用户id查询租户code
+     */
+    String getUserByUserId(@Param("userId") String userId);
+
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/19 15:44
+     *  @Description: 通过用户id查询租户code
+     */
+    String getUserByPhone(@Param("userId") String userId);
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 12:11
+     *  @Description:  通过租户code查询管理员树
+     */
+    List<UserTreeDto> getUserListBySystemCode(@Param("systemCode") String systemCode);
+}
+
+
+
+

consoleStatistics/src/main/java/com/jzg/console/mapper/ReportUploadExcelTaskMapper.java

@@ -0,0 +1,42 @@
+package com.jzg.console.mapper;
+
+import com.baomidou.mybatisplus.core.mapper.BaseMapper;
+import com.baomidou.mybatisplus.core.metadata.IPage;
+import com.jzg.commons.entity.report.dto.ReportUploadExcelTaskDto;
+import com.jzg.commons.entity.report.po.ReportUploadExcelTask;
+import com.jzg.commons.entity.report.vo.ReportUploadExcelTaskVo;
+import org.apache.ibatis.annotations.Param;
+
+/**
+* @author Administrator
+* @description 针对表【report_upload_excel_task(导入任务表)】的数据库操作Mapper
+* @createDate 2025-09-15 16:40:10
+* @Entity generator.domain.ReportUploadExcelTask
+*/
+public interface ReportUploadExcelTaskMapper extends BaseMapper<ReportUploadExcelTask> {
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/16 11:04
+     *  @Description: 获取导出任务列表数据倒序排列
+     */
+    IPage<ReportUploadExcelTaskDto> getPageTaskList(@Param("page") IPage<ReportUploadExcelTaskDto> page, @Param("vo") ReportUploadExcelTaskVo reportUploadExcelTaskVo);
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/16 11:16
+     *  @Description: 查询租户用户的未读信息数量
+     */
+    int getTaskMessageNoReadCount(@Param("userId") String userId);
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 15:43
+     *  @Description: 更新任务的消息未读变为已读
+     */
+    void updateStatusByUserId(@Param("userId") String userId);
+}
+
+
+
+

consoleStatistics/src/main/java/com/jzg/console/mapper/TestMapper.java

@@ -1,19 +0,0 @@
-package com.jzg.console.mapper;
-
-import com.jzg.commons.core.page.HttpResult;
-import com.jzg.commons.entity.console.dto.TestDto;
-import org.apache.ibatis.annotations.Mapper;
-
-import java.util.List;
-
-@Mapper
-public interface TestMapper {
-
-    /**
-     *  @version
-     *  @author: hxl
-     *  @Date: 2025/9/12 15:38
-     *  @Description: 测试方法
-     */
-    List<TestDto> getAllList();
-}

consoleStatistics/src/main/java/com/jzg/console/service/ReportBaseService.java

@@ -0,0 +1,47 @@
+package com.jzg.console.service;
+
+import com.baomidou.mybatisplus.core.metadata.IPage;
+import com.jzg.commons.entity.report.vo.ReportSearchCommonVo;
+
+/**
+ *  @version 
+ *  @author: hxl
+ *  @Date: 2025/9/22 16:43
+ *  @Description:  基础的实现类
+ */ 
+public interface ReportBaseService {
+
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:02
+     *  @Description:  查询列表
+     */
+    IPage<?> getPageListByParams(ReportSearchCommonVo reportSearchCommonVo);
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:02
+     *  @Description:  导出列表
+     */
+    void downloadListByParams(ReportSearchCommonVo reportSearchCommonVo);
+
+
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:02
+     *  @Description:  查询详情列表
+     */
+    IPage<?> getPageDetailListByParams(ReportSearchCommonVo reportSearchCommonVo);
+
+
+    /**
+     *  @version
+     *  @author: hxl
+     *  @Date: 2025/9/22 17:02
+     *  @Description:  导出详情列表
+     */
+    void downloadDetailListByParams(ReportSearchCommonVo reportSearchCommonVo);
+
+}

consoleStatistics/src/main/java/com/jzg/console/service/ReportChannelDataManageService.java

@@ -0,0 +1,11 @@
+package com.jzg.console.service;
+
+/**
+ *  @version 
+ *  @author: hxl
+ *  @Date: 2025/9/22 16:43
+ *  @Description:  业务数据-渠道
+ */ 
+public interface ReportChannelDataManageService extends  ReportBaseService{
+
+}

consoleStatistics/src/main/java/com/jzg/console/service/ReportChannelDataService.java

@@ -0,0 +1,11 @@
+package com.jzg.console.service;
+
+/**
+ *  @version 
+ *  @author: hxl
+ *  @Date: 2025/9/22 16:43
+ *  @Description:  任务数据-渠道
+ */ 
+public interface ReportChannelDataService extends  ReportBaseService{
+
+}

consoleStatistics/src/main/java/com/jzg/console/service/ReportChannelPersonDataService.java

@@ -0,0 +1,11 @@
+package com.jzg.console.service;
+
+/**
+ *  @version 
+ *  @author: hxl
+ *  @Date: 2025/9/22 16:43
+ *  @Description:  人员数据-渠道数据
+ */ 
+public interface ReportChannelPersonDataService extends  ReportBaseService{
+
+}

consoleStatistics/src/main/java/com/jzg/console/service/ReportChannelQuotationDataService.java

@@ -0,0 +1,11 @@
+package com.jzg.console.service;
+
+/**
+ *  @version 
+ *  @author: hxl
+ *  @Date: 2025/9/22 16:43
+ *  @Description:  报价数据-渠道
+ */ 
+public interface ReportChannelQuotationDataService extends  ReportBaseService{
+
+}

consoleStatistics/src/main/java/com/jzg/console/service/ReportCompanyDataManageService.java

@@ -0,0 +1,11 @@
+package com.jzg.console.service;
+
+/**
+ *  @version 
+ *  @author: hxl
+ *  @Date: 2025/9/22 16:43
+ *  @Description:  业务数据-保险公司
+ */ 
+public interface ReportCompanyDataManageService extends  ReportBaseService{
+
+}