All files / src/api types.ts

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
export type Currency = string
 
export interface MetricSummary {
  thisMonthPaidHkd: number
  taxYearPaidHkd: number
  pipelineHkd: number
  inforceCount: number
  firstYearFypHkd: number
  /** 我的客户：名下新单跟进记录数（不去重，含全部状态） */
  caseCount: number
  /** 我的客户：仍在「跟进中」阶段的数量（不含暂缓） */
  followingCount: number
}
 
/** 我的客户进展阶段语义码，由后端输出，前端只按码查文案/配色。 */
export type CustomerStage =
  | 'IN_PROGRESS'
  | 'DELAYED'
  | 'EFFECTIVE'
  | 'CANCELLED'
  | 'DECLINED'
  | 'LAPSED'
  | 'CLOSED'
  | 'APPOINTMENT_CANCELLED'
  /** 后端下发了前端未登记的码时的兜底值，避免原始码直接渲染上屏 */
  | 'UNKNOWN'
 
export interface Customer {
  name: string
  stage: CustomerStage
  productName: string
  mobile: string
}
 
export interface Statement {
  id: string
  month: string
  grossAmount: number
  currency: Currency
  netAmount: number
  payDate: string
  bankTail: string
}
 
export interface StatementItem {
  id: string
  customerName: string
  policyNo: string
  companyName: string
  productName: string
  commissionYearType: string
  originalAmount: number
  originalCurrency: Currency
  exchangeRate: number
  hkdAmount: number
  myRatio: number
}
 
export interface StatementDetail extends Statement {
  mpfAmount: number
  adjustmentAmount: number
  items: StatementItem[]
}
 
export type PolicyStatus = 'INFORCE' | 'LAPSED' | 'SURRENDERED' | 'REJECTED'
 
export interface Policy {
  policyNo: string
  status: PolicyStatus
  productName: string
  fullPremium: number
  currency: Currency
  myRatio: number
}
 
export type CommissionType = 'FYC' | 'RYC'
 
/** D4.1 四态语义码，由后端输出，前端只按码查文案、不再翻译内部状态。 */
export type CommissionStatus = 'PAID' | 'PIPELINE' | 'RETAINED' | 'LAPSED' | 'UNKNOWN'
 
export interface PolicyCommissionYear {
  year: string
  type: CommissionType
  amount: number
  currency: Currency
  status: CommissionStatus
  /** 保留/失效原因（财务登记，可能为空） */
  statusDesc?: string
}
 
export interface PipelineItem {
  id: string
  policyNo: string
  payoutMonth: string
  expectedAmount: number
  currency: Currency
  /** D4.1 语义码：PIPELINE / RETAINED / LAPSED */
  status: CommissionStatus
}
 
export type TodoType = 'renewal' | 'lapse' | 'birthday'
 
export interface TodoItem {
  id: string
  policyNo: string
  type: TodoType
  customerName: string
}