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xingmin
yd-csf
Commits
29cf6630
Commit
29cf6630
authored
Jan 15, 2026
by
jianan
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新单跟进v2
parent
45bcdfef
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1 changed file
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88 additions
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39 deletions
+88
-39
yd-csf-api/src/main/java/com/yd/csf/api/service/impl/ApiAppointmentServiceImpl.java
+88
-39
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yd-csf-api/src/main/java/com/yd/csf/api/service/impl/ApiAppointmentServiceImpl.java
View file @
29cf6630
...
...
@@ -627,25 +627,30 @@ public class ApiAppointmentServiceImpl implements ApiAppointmentService {
//待签单
follow
.
setStatus
(
PolicyFollowStatusEnum
.
PENDING_SIGN
.
getItemValue
());
follow
.
setNextStatusList
(
policyFollowService
.
getNextStatus
(
PolicyFollowStatusEnum
.
PENDING_SIGN
));
//TODO 保险公司业务id
// follow.setInsurerBizId();
//TODO 期交保费
// follow.setPaymentPremium();
// 从预约信息获取备注
if
(
appointment
.
getRemark
()
!=
null
)
{
follow
.
setRemark
(
appointment
.
getRemark
());
}
// 从预约信息获取签单日期
if
(
appointment
.
getSignDate
()
!=
null
)
{
follow
.
setSignDate
(
Date
.
from
(
appointment
.
getSignDate
().
atZone
(
ZoneId
.
systemDefault
()).
toInstant
()));
}
// 从预约信息获取签单地点(优先使用签单地址,否则使用会面地点)
if
(
appointment
.
getSigningAddress
()
!=
null
)
{
follow
.
setSignLocation
(
appointment
.
getSigningAddress
());
}
else
if
(
appointment
.
getMeetingPoint
()
!=
null
)
{
follow
.
setSignLocation
(
appointment
.
getMeetingPoint
());
}
// 保單持有人
if
(
apiPolicyholderInfoDto
!=
null
)
{
follow
.
setPolicyHolder
(
apiPolicyholderInfoDto
.
getNameCn
());
}
//TODO 预缴年期
// follow.setPrepaidTerm();
//TODO 产品类别
// follow.setProductCate();
//TODO 对账公司
// follow.setReconciliationCompany();
//TODO 对账公司业务id
// follow.setReconciliationCompanyBizId();
//TODO 续保日期
// follow.setRenewalDate();
// 受保人信息
if
(!
Objects
.
isNull
(
apiInsurantInfoDto
))
{
// 受保人
follow
.
setInsured
(
apiInsurantInfoDto
.
getNameCn
());
...
...
@@ -653,40 +658,84 @@ public class ApiAppointmentServiceImpl implements ApiAppointmentService {
if
(
"MYSELF"
.
equals
(
apiInsurantInfoDto
.
getPolicyholderRel
()))
{
follow
.
setInsured
(
follow
.
getPolicyHolder
());
}
// 受保人年龄
if
(
apiInsurantInfoDto
.
getAge
()
!=
null
)
{
follow
.
setInsuredAge
(
Integer
.
valueOf
(
apiInsurantInfoDto
.
getAge
()));
}
}
// 从签单员列表获取第一个签单人信息
if
(
response
.
getApiAppointmentInfoDto
()
!=
null
&&
response
.
getApiAppointmentInfoDto
().
getUserSignDtoList
()
!=
null
&&
!
response
.
getApiAppointmentInfoDto
().
getUserSignDtoList
().
isEmpty
())
{
ApiAppointmentUserSignDto
firstSigner
=
response
.
getApiAppointmentInfoDto
().
getUserSignDtoList
().
get
(
0
);
follow
.
setSigner
(
firstSigner
.
getName
());
follow
.
setSignerBizId
(
firstSigner
.
getUserBizId
());
follow
.
setSignerRegNo
(
firstSigner
.
getPracticeCode
());
}
// 产品计划信息
if
(!
Objects
.
isNull
(
apiProductPlanMainInfoDto
))
{
//币种
// 产品上架信息表唯一业务ID
follow
.
setProductLaunchBizId
(
apiProductPlanMainInfoDto
.
getProductLaunchBizId
());
// 产品名称
follow
.
setProductName
(
apiProductPlanMainInfoDto
.
getProductLaunchMainName
());
// 产品类别(保险险种名称)
follow
.
setProductCate
(
apiProductPlanMainInfoDto
.
getInsuranceTypeName
());
// 保险公司
follow
.
setInsuranceCompany
(
apiProductPlanMainInfoDto
.
getCompanyName
());
// 保险公司业务ID(从产品计划获取的公司ID)
follow
.
setInsuranceCompanyBizId
(
apiProductPlanMainInfoDto
.
getCompanyId
());
// 币种
follow
.
setPolicyCurrency
(
apiProductPlanMainInfoDto
.
getPolicyCurrency
());
//生效日期
// if (!Objects.isNull(apiProductPlanMainInfoDto.getPolicyEffectiveDate())) {
// follow.setEffectiveDate(Date.from(apiProductPlanMainInfoDto.getPolicyEffectiveDate().atZone(ZoneId.systemDefault()).toInstant()));
// }
//首期保费(不含徽费,预缴保费)每期保费
// 供款年期
if
(
apiProductPlanMainInfoDto
.
getIssueNumber
()
!=
null
)
{
follow
.
setIssueNumber
(
Integer
.
parseInt
(
apiProductPlanMainInfoDto
.
getIssueNumber
()));
}
// 保障期限
if
(
apiProductPlanMainInfoDto
.
getGuaranteePeriod
()
!=
null
)
{
follow
.
setGuaranteePeriod
(
Integer
.
parseInt
(
apiProductPlanMainInfoDto
.
getGuaranteePeriod
()));
}
// 保额(重疾险)
follow
.
setSumInsured
(
apiProductPlanMainInfoDto
.
getSumInsured
());
// 付款频率
follow
.
setPaymentFrequency
(
apiProductPlanMainInfoDto
.
getPaymentFrequency
());
// 每期保费
follow
.
setEachIssuePremium
(
apiProductPlanMainInfoDto
.
getEachIssuePremium
());
// 首期保费(不含徽费,预缴保费)
follow
.
setInitialPremium
(
apiProductPlanMainInfoDto
.
getEachIssuePremium
());
//保险公司
follow
.
setInsuranceCompany
(
apiProductPlanMainInfoDto
.
getCompanyName
());
//产品名称
follow
.
setProductName
(
apiProductPlanMainInfoDto
.
getProductLaunchMainName
());
// 是否预缴
follow
.
setIsPrepay
(
apiProductPlanMainInfoDto
.
getIsPrepay
());
// 是否追溯
follow
.
setIsTraceable
(
apiProductPlanMainInfoDto
.
getIsTraceable
());
// 是否参加递增保障权益
follow
.
setIsJoin
(
apiProductPlanMainInfoDto
.
getIsJoin
());
// 首期付款方式
follow
.
setInitialPaymentMethod
(
apiProductPlanMainInfoDto
.
getInitialPaymentMethod
());
// 续期付款方式
follow
.
setRenewalPaymentMethod
(
apiProductPlanMainInfoDto
.
getRenewalPaymentMethod
());
// 保单征费
if
(
apiProductPlanMainInfoDto
.
getPolicyLevy
()
!=
null
)
{
follow
.
setPolicyLevy
(
apiProductPlanMainInfoDto
.
getPolicyLevy
().
toString
());
}
}
policyFollowService
.
saveOrUpdate
(
follow
);
// 同步保存保单(产品计划)
savePolicy
(
productPlan
,
apiPolicyholderInfoDto
,
apiInsurantInfoDto
,
apiProductPlanMainInfoDto
,
policyBizId
,
policyTransfer
);
// 同步保存保单产品计划附加险
savePolicyAdditional
(
apiProductPlanAdditionalInfoDtoList
,
policyBizId
);
// 同步保存保单投保人
savePolicyPolicyholder
(
apiPolicyholderInfoDto
,
policyBizId
);
// 同步保存保单受保人
savePolicyInsurant
(
apiInsurantInfoDto
,
policyBizId
);
// 同步保存保单受益人
savePolicyBeneficiary
(
apiBeneficiaryInfoDtoList
,
policyBizId
);
// 同步保存保单第二持有人
savePolicySecondHolder
(
apiSecondHolderInfoDto
,
policyBizId
);
// 同步问卷信息
savePolicyQuestionnaire
(
appointment
.
getAppointmentBizId
(),
policyBizId
);
//
// 同步保存保单(产品计划)
//
savePolicy(productPlan, apiPolicyholderInfoDto, apiInsurantInfoDto, apiProductPlanMainInfoDto, policyBizId, policyTransfer);
//
// 同步保存保单产品计划附加险
//
savePolicyAdditional(apiProductPlanAdditionalInfoDtoList, policyBizId);
//
// 同步保存保单投保人
//
savePolicyPolicyholder(apiPolicyholderInfoDto, policyBizId);
//
// 同步保存保单受保人
//
savePolicyInsurant(apiInsurantInfoDto, policyBizId);
//
// 同步保存保单受益人
//
savePolicyBeneficiary(apiBeneficiaryInfoDtoList, policyBizId);
//
// 同步保存保单第二持有人
//
savePolicySecondHolder(apiSecondHolderInfoDto, policyBizId);
//
// 同步问卷信息
//
savePolicyQuestionnaire(appointment.getAppointmentBizId(), policyBizId);
return
Result
.
success
();
}
...
...
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