保费到期提醒19-新单跟进导出

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

@@ -26,6 +26,7 @@ import com.yd.csf.api.listener.PolicyDataListener;
 import com.yd.csf.api.service.ApiCommissionConditionService;
 import com.yd.csf.api.service.ApiCommissionConditionService;
 import com.yd.csf.api.service.ApiExpectedFortuneService;
 import com.yd.csf.api.service.ApiExpectedFortuneService;
 import com.yd.csf.api.service.ApiPolicyFollowService;
 import com.yd.csf.api.service.ApiPolicyFollowService;
+import com.yd.csf.api.service.ApiPolicyFollowExportService;
 import com.yd.csf.feign.request.expectedfortune.ApiGenerateExpectedFortuneRequest;
 import com.yd.csf.feign.request.expectedfortune.ApiGenerateExpectedFortuneRequest;
 import com.yd.csf.feign.response.appointment.ApiAppointmentDetailResponse;
 import com.yd.csf.feign.response.appointment.ApiAppointmentDetailResponse;
 import com.yd.csf.feign.response.expectedfortune.ApiGenerateExpectedFortuneResponse;
 import com.yd.csf.feign.response.expectedfortune.ApiGenerateExpectedFortuneResponse;
@@ -67,6 +68,7 @@ import javax.servlet.ServletOutputStream;
 import javax.servlet.http.HttpServletRequest;
 import javax.servlet.http.HttpServletRequest;
 import javax.servlet.http.HttpServletResponse;
 import javax.servlet.http.HttpServletResponse;
 import javax.validation.constraints.NotBlank;
 import javax.validation.constraints.NotBlank;
+import java.io.UnsupportedEncodingException;
 import java.math.BigDecimal;
 import java.math.BigDecimal;
 import java.sql.SQLIntegrityConstraintViolationException;
 import java.sql.SQLIntegrityConstraintViolationException;
 import java.text.ParseException;
 import java.text.ParseException;
@@ -112,6 +114,8 @@ public class ApiPolicyFollowController {
     private FeignResultHelper feignResultHelper;
     private FeignResultHelper feignResultHelper;
     @Resource
     @Resource
     private ApiExpectedFortuneAsyncService apiExpectedFortuneAsyncService;
     private ApiExpectedFortuneAsyncService apiExpectedFortuneAsyncService;
+    @Resource
+    private ApiPolicyFollowExportService apiPolicyFollowExportService;
 
 
     @Autowired
     @Autowired
     private ApiCommissionConditionService apiCommissionConditionService;
     private ApiCommissionConditionService apiCommissionConditionService;
@@ -510,6 +514,20 @@ public class ApiPolicyFollowController {
     }
     }
 
 
     /**
     /**
+     * 按页面查询条件导出新单跟进清单（与列表查询同一筛选口径，30 列模板，R 列为实时计算的保费到期日）
+     */
+    @PostMapping("/export")
+    @Operation(summary = "导出新单跟进列表")
+    public void exportPolicyFollow(@RequestBody PolicyFollowQueryRequest policyFollowQueryRequest,
+                                   HttpServletResponse response) {
+        try {
+            apiPolicyFollowExportService.export(policyFollowQueryRequest, response);
+        } catch (Exception e) {
+            throw new RuntimeException("导出新单跟进清单失败", e);
+        }
+    }
+
+    /**
      * 修改跟进状态
      * 修改跟进状态
      *
      *
      * @param changePolicyFollowStatusRequest
      * @param changePolicyFollowStatusRequest

yd-csf-api/src/main/java/com/yd/csf/api/service/ApiPolicyFollowExportService.java

+package com.yd.csf.api.service;
+
+import com.alibaba.excel.EasyExcel;
+import com.alibaba.excel.ExcelWriter;
+import com.alibaba.excel.write.metadata.WriteSheet;
+import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
+import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
+import com.yd.common.exception.BusinessException;
+import com.yd.csf.service.component.TemplateStyleStrategy;
+import com.yd.csf.service.dto.PolicyFollowQueryRequest;
+import com.yd.csf.service.model.PolicyFollow;
+import com.yd.csf.service.service.PolicyFollowService;
+import com.yd.csf.service.utils.RenewalDueDateCalculator;
+import com.yd.csf.service.utils.SimpleDateUtils;
+import com.yd.csf.service.vo.RenewalPolicyExportDTO;
+import lombok.extern.slf4j.Slf4j;
+import org.apache.commons.collections4.CollectionUtils;
+import org.springframework.stereotype.Service;
+
+import javax.annotation.Resource;
+import javax.servlet.http.HttpServletResponse;
+import java.io.IOException;
+import java.io.UnsupportedEncodingException;
+import java.net.URLEncoder;
+import java.nio.charset.StandardCharsets;
+import java.time.LocalDate;
+import java.time.format.DateTimeFormatter;
+import java.util.ArrayList;
+import java.util.Date;
+import java.util.List;
+
+/**
+ * 新单跟进列表导出。
+ *
+ * <p>行集与分页页面查询完全一致（复用 {@link PolicyFollowService#getQueryWrapper}，含其固定的 id 倒序、
+ * 不过滤 is_deleted 口径）；列映射沿用保单清单 30 列模板，R 列「保费到期日」按当天逐行实时计算。</p>
+ *
+ * <p>健壮性：先 COUNT 行数闸门（空结果/超上限在提交下载响应头之前报错，可正常返回 JSON），
+ * 再分页拉取、分批写入，避免全量进内存；纯只读，不加事务。</p>
+ */
+@Service
+@Slf4j
+public class ApiPolicyFollowExportService {
+
+    /**
+     * 单次导出行数硬上限，超过需缩小筛选条件
+     */
+    private static final long MAX_EXPORT_ROWS = 50_000L;
+    /**
+     * 分页拉取/分批写入大小，堆内只保留当前批
+     */
+    private static final long PAGE_SIZE = 2_000L;
+    private static final String XLSX_CONTENT_TYPE =
+            "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet";
+    private static final DateTimeFormatter DAY_FMT = DateTimeFormatter.ofPattern("yyyyMMdd");
+
+    @Resource
+    private PolicyFollowService policyFollowService;
+
+    public void export(PolicyFollowQueryRequest request, HttpServletResponse response) throws UnsupportedEncodingException {
+        QueryWrapper<PolicyFollow> wrapper = policyFollowService.getQueryWrapper(request);
+
+        long total = policyFollowService.count(wrapper);
+        if (total == 0) {
+            throw new BusinessException("无导出数据");
+        }
+        if (total > MAX_EXPORT_ROWS) {
+            throw new BusinessException(String.format(
+                    "导出数据量 %d 条超过上限 %d 条，请缩小筛选条件后再导出", total, MAX_EXPORT_ROWS));
+        }
+
+        long pages = (total + PAGE_SIZE - 1) / PAGE_SIZE;
+        LocalDate today = LocalDate.now();
+
+        // 先取第一页，让主查询在提交下载响应头之前执行：
+        // 一旦查询阶段抛错，响应尚未 committed，全局异常处理器仍可返回 JSON 提示。
+        Page<PolicyFollow> firstPage = policyFollowService.page(new Page<>(1, PAGE_SIZE, false), wrapper);
+
+        setDownloadHeaders(response, buildFileName(today));
+        try (ExcelWriter writer = EasyExcel.write(response.getOutputStream(), RenewalPolicyExportDTO.class)
+                .useDefaultStyle(false)
+                .registerWriteHandler(new TemplateStyleStrategy())
+                .build()) {
+            WriteSheet sheet = EasyExcel.writerSheet("新单跟进").build();
+            writer.write(toRows(firstPage.getRecords(), today), sheet);
+            for (long pageNo = 2; pageNo <= pages; pageNo++) {
+                Page<PolicyFollow> pageData = policyFollowService.page(
+                        new Page<>(pageNo, PAGE_SIZE, false), wrapper);
+                if (CollectionUtils.isEmpty(pageData.getRecords())) {
+                    break;
+                }
+                writer.write(toRows(pageData.getRecords(), today), sheet);
+            }
+        } catch (IOException e) {
+            // 此时响应头已提交、无法再回 JSON，仅记录日志供排查
+            log.error("新单跟进导出写入失败，total={}", total, e);
+            throw new BusinessException("导出新单跟进清单失败");
+        }
+    }
+
+    private List<RenewalPolicyExportDTO> toRows(List<PolicyFollow> policies, LocalDate today) {
+        List<RenewalPolicyExportDTO> rows = new ArrayList<>(policies.size());
+        for (PolicyFollow p : policies) {
+            RenewalDueDateCalculator.Result result = RenewalDueDateCalculator.calculate(
+                    SimpleDateUtils.toLocalDate(p.getEffectiveDate()),
+                    p.getPaymentFrequency(),
+                    p.getIssueNumber(),
+                    today);
+            Date dueDate = result.isIncluded()
+                    ? Date.from(result.getDueDate().atStartOfDay(java.time.ZoneId.systemDefault()).toInstant())
+                    : null;
+            rows.add(RenewalPolicyExportDTO.toRow(p, dueDate));
+        }
+        return rows;
+    }
+
+    private String buildFileName(LocalDate today) throws UnsupportedEncodingException {
+        String raw = "新单跟进清单_" + today.format(DAY_FMT) + ".xlsx";
+        return URLEncoder.encode(raw, StandardCharsets.UTF_8.name()).replaceAll("\\+", "%20");
+    }
+
+    private void setDownloadHeaders(HttpServletResponse response, String encodedFileName) {
+        response.setContentType(XLSX_CONTENT_TYPE);
+        response.setCharacterEncoding(StandardCharsets.UTF_8.name());
+        response.setHeader("Content-disposition", "attachment;filename*=utf-8''" + encodedFileName);
+    }
+}

yd-csf-service/src/main/java/com/yd/csf/service/component/RenewalPolicyReportService.java

@@ -3,7 +3,6 @@ package com.yd.csf.service.component;
 import com.alibaba.excel.EasyExcel;
 import com.alibaba.excel.EasyExcel;
 import com.yd.csf.service.dto.RenewalDuePolicy;
 import com.yd.csf.service.dto.RenewalDuePolicy;
 import com.yd.csf.service.dto.RenewalReminderData;
 import com.yd.csf.service.dto.RenewalReminderData;
-import com.yd.csf.service.model.PolicyFollow;
 import com.yd.csf.service.vo.RenewalPolicyExportDTO;
 import com.yd.csf.service.vo.RenewalPolicyExportDTO;
 import org.apache.commons.collections4.CollectionUtils;
 import org.apache.commons.collections4.CollectionUtils;
 import org.springframework.stereotype.Component;
 import org.springframework.stereotype.Component;
@@ -14,7 +13,6 @@ import java.time.LocalDate;
 import java.time.format.DateTimeFormatter;
 import java.time.format.DateTimeFormatter;
 import java.util.ArrayList;
 import java.util.ArrayList;
 import java.util.List;
 import java.util.List;
-import java.util.Objects;
 
 
 /**
 /**
  * 续期保单清单 Excel 生成（30 列，对齐 policy报表模版.xlsx）
  * 续期保单清单 Excel 生成（30 列，对齐 policy报表模版.xlsx）
@@ -59,37 +57,9 @@ public class RenewalPolicyReportService {
             return rows;
             return rows;
         }
         }
         for (RenewalDuePolicy item : data.getDuePolicies()) {
         for (RenewalDuePolicy item : data.getDuePolicies()) {
-            PolicyFollow p = item.getPolicyFollow();
-            RenewalPolicyExportDTO row = new RenewalPolicyExportDTO();
-            row.setId(p.getId());
-            row.setPolicyNo(p.getPolicyNo());
-            row.setProductName(p.getProductName());
-            row.setPolicyHolder(p.getPolicyHolder());
-            row.setPolicyHolderEn(p.getPolicyHolderEn());
-            row.setInsured(p.getInsured());
-            row.setStatus(p.getStatus());
-            row.setEachIssuePremium(p.getEachIssuePremium());
-            row.setPolicyCurrency(p.getPolicyCurrency());
-            row.setPolicyLevy(p.getPolicyLevy());
-            row.setEffectiveDate(p.getEffectiveDate());
-            row.setSignDate(p.getSignDate());
-            row.setIssueDate(p.getIssueDate());
-            row.setCoolingOffEndDate(p.getCoolingOffEndDate());
-            row.setDueDate(java.util.Date.from(item.getDueDate()
-                    .atStartOfDay(java.time.ZoneId.systemDefault()).toInstant()));
-            row.setIssueNumber(Objects.toString(p.getIssueNumber(), null));
-            row.setPaymentFrequency(p.getPaymentFrequency());
-            row.setIsPrepay(p.getIsPrepay());
-            row.setPrepaidTerm(p.getPrepaidTerm());
-            row.setProductCate(p.getProductCate());
-            row.setInsuranceCompany(p.getInsuranceCompany());
-            row.setReconciliationCompany(p.getReconciliationCompany());
-            row.setFirstBroker(p.getFirstBroker());
-            row.setSigner(p.getSigner());
-            row.setPracticeCode(p.getPracticeCode());
-            row.setAppointmentNo(p.getAppointmentNo());
-            row.setSignLocation(p.getSignLocation());
-            rows.add(row);
+            java.util.Date dueDate = java.util.Date.from(item.getDueDate()
+                    .atStartOfDay(java.time.ZoneId.systemDefault()).toInstant());
+            rows.add(RenewalPolicyExportDTO.toRow(item.getPolicyFollow(), dueDate));
         }
         }
         return rows;
         return rows;
     }
     }

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

@@ -2,13 +2,15 @@ package com.yd.csf.service.vo;
 
 
 import com.alibaba.excel.annotation.ExcelProperty;
 import com.alibaba.excel.annotation.ExcelProperty;
 import com.alibaba.excel.annotation.format.DateTimeFormat;
 import com.alibaba.excel.annotation.format.DateTimeFormat;
+import com.yd.csf.service.model.PolicyFollow;
 import lombok.Data;
 import lombok.Data;
 
 
 import java.math.BigDecimal;
 import java.math.BigDecimal;
 import java.util.Date;
 import java.util.Date;
+import java.util.Objects;
 
 
 /**
 /**
- * 续期保单清单导出 DTO，列顺序与表头严格对齐 policy报表模版.xlsx（30 列）。
+ * 保单清单导出 DTO（续期跑批与新单跟进导出共用），列顺序与表头严格对齐 policy报表模版.xlsx（30 列）。
  * 字体/边框/对齐/列宽/冻结统一由 {@link com.yd.csf.service.component.TemplateStyleStrategy} 复刻模板。
  * 字体/边框/对齐/列宽/冻结统一由 {@link com.yd.csf.service.component.TemplateStyleStrategy} 复刻模板。
  */
  */
 @Data
 @Data
@@ -108,4 +110,42 @@ public class RenewalPolicyExportDTO {
 
 
     @ExcelProperty("签单地点")
     @ExcelProperty("签单地点")
     private String signLocation;
     private String signLocation;
+
+    /**
+     * 按 PolicyFollow 字段搬运生成一行；PI/受保人英文/总保费及征费无数据源留空，状态保留字典码。
+     *
+     * @param p       保单记录
+     * @param dueDate 保费到期日（R 列），无下一期缴费日时传 null
+     */
+    public static RenewalPolicyExportDTO toRow(PolicyFollow p, Date dueDate) {
+        RenewalPolicyExportDTO row = new RenewalPolicyExportDTO();
+        row.setId(p.getId());
+        row.setPolicyNo(p.getPolicyNo());
+        row.setProductName(p.getProductName());
+        row.setPolicyHolder(p.getPolicyHolder());
+        row.setPolicyHolderEn(p.getPolicyHolderEn());
+        row.setInsured(p.getInsured());
+        row.setStatus(p.getStatus());
+        row.setEachIssuePremium(p.getEachIssuePremium());
+        row.setPolicyCurrency(p.getPolicyCurrency());
+        row.setPolicyLevy(p.getPolicyLevy());
+        row.setEffectiveDate(p.getEffectiveDate());
+        row.setSignDate(p.getSignDate());
+        row.setIssueDate(p.getIssueDate());
+        row.setCoolingOffEndDate(p.getCoolingOffEndDate());
+        row.setDueDate(dueDate);
+        row.setIssueNumber(Objects.toString(p.getIssueNumber(), null));
+        row.setPaymentFrequency(p.getPaymentFrequency());
+        row.setIsPrepay(p.getIsPrepay());
+        row.setPrepaidTerm(p.getPrepaidTerm());
+        row.setProductCate(p.getProductCate());
+        row.setInsuranceCompany(p.getInsuranceCompany());
+        row.setReconciliationCompany(p.getReconciliationCompany());
+        row.setFirstBroker(p.getFirstBroker());
+        row.setSigner(p.getSigner());
+        row.setPracticeCode(p.getPracticeCode());
+        row.setAppointmentNo(p.getAppointmentNo());
+        row.setSignLocation(p.getSignLocation());
+        return row;
+    }
 }
 }