新单跟进

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

+package com.yd.csf.api.controller;
+
+import com.alibaba.excel.EasyExcel;
+import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
+import com.yd.common.result.Result;
+import com.yd.common.utils.RandomStringGenerator;
+import com.yd.csf.api.dto.PolicyExcelDTO;
+import com.yd.csf.api.listener.PolicyDataListener;
+import com.yd.csf.service.common.ErrorCode;
+import com.yd.csf.service.dto.PolicyFollowQueryRequest;
+import com.yd.csf.service.model.Customer;
+import com.yd.csf.service.model.PolicyFollow;
+import com.yd.csf.service.service.CustomerExpandService;
+import com.yd.csf.service.service.PolicyFollowService;
+import com.yd.user.feign.client.sysuser.ApiSysUserFeignClient;
+import io.swagger.v3.oas.annotations.Operation;
+import io.swagger.v3.oas.annotations.tags.Tag;
+import org.slf4j.Logger;
+import org.slf4j.LoggerFactory;
+import org.springframework.beans.BeanUtils;
+import org.springframework.web.bind.annotation.*;
+import org.springframework.web.multipart.MultipartFile;
+
+import javax.annotation.Resource;
+import javax.servlet.http.HttpServletRequest;
+import java.io.IOException;
+import java.util.ArrayList;
+import java.util.List;
+
+/**
+ * customer接口
+ *
+ * @author jianan
+ * @since 2025-07-31
+ */
+@RestController
+@RequestMapping("/policy_follow")
+@Tag(name = "新单跟进接口")
+public class ApiPolicyFollowController {
+
+    private static final Logger log = LoggerFactory.getLogger(ApiPolicyFollowController.class);
+
+    @Resource
+    private PolicyFollowService policyFollowService;
+
+    @Resource
+    private PolicyDataListener policyDataListener;
+
+
+    @PostMapping("/upload/excel")
+    public Result<Boolean> uploadExcel(@RequestParam("file") MultipartFile file) throws IOException {
+        EasyExcel.read(file.getInputStream(), PolicyExcelDTO.class, policyDataListener).sheet("保单").doRead();
+
+        List<PolicyExcelDTO> dtoList = policyDataListener.getList();
+        log.info("导入成功，共 " + dtoList.size() + " 条数据");
+
+        List<PolicyFollow> list =  convertToObj(dtoList);
+
+        for (PolicyFollow policyFollow : list) {
+            log.info("policyFollow = " + policyFollow);
+        }
+
+        return Result.success(policyFollowService.uploadExcel(list));
+    }
+
+    private List<PolicyFollow> convertToObj(List<PolicyExcelDTO> list) {
+        List<PolicyFollow> policyFollows = new ArrayList<>();
+        for (PolicyExcelDTO policyExcelDTO : list) {
+            PolicyFollow policyFollow = new PolicyFollow();
+            BeanUtils.copyProperties(policyExcelDTO, policyFollow);
+            policyFollow.setPolicyBizId(RandomStringGenerator.generateBizId16("policy"));
+        }
+        return policyFollows;
+    }
+
+    /**
+     * 创建新单跟进
+     *
+     * @param customerAddRequest
+     * @param request
+     * @return
+     */
+//    @Operation(summary = "创建新单跟进")
+//    @PostMapping("/add")
+//    @Transactional(rollbackFor = Exception.class)
+//    public Result<Map<String, Object>> addCustomer(@RequestBody CustomerAddRequest customerAddRequest, HttpServletRequest request) {
+//        if (customerAddRequest == null) {
+//            return Result.fail(ErrorCode.PARAMS_ERROR.getCode(), ErrorCode.PARAMS_ERROR.getMessage());
+//        }
+//        return Result.success(policyFollowService.addCustomer(customerAddRequest));
+//    }
+
+    /**
+     * 删除fna
+     *
+     * @param deleteRequest
+     * @param request
+     * @return
+     */
+//    @PostMapping("/delete")
+//    public Result<Boolean> deleteFna(@RequestBody DeleteRequest deleteRequest, HttpServletRequest request) {
+//        if (deleteRequest == null || deleteRequest.getId() <= 0) {
+//            throw new BusinessException(ErrorCode.PARAMS_ERROR);
+//        }
+//        User user = userService.getLoginUser(request);
+//        long id = deleteRequest.getId();
+//        // 判断是否存在
+//        Customer oldFna = policyFollowService.getById(id);
+//        ThrowUtils.throwIf(oldFna == null, ErrorCode.NOT_FOUND_ERROR);
+//        // 仅本人或管理员可删除
+//        if (!oldFna.getUserId().equals(user.getId()) && !userService.isAdmin(request)) {
+//            throw new BusinessException(ErrorCode.NO_AUTH_ERROR);
+//        }
+//        // 操作数据库
+//        boolean result = policyFollowService.removeById(id);
+//        ThrowUtils.throwIf(!result, ErrorCode.OPERATION_ERROR);
+//        return Result.success(true);
+//    }
+
+    /**
+     * 更新新单跟进
+     *
+     * @param customerUpdateRequest
+     * @return
+     */
+//    @PostMapping("/update")
+//    @Operation(summary = "更新新单跟进信息")
+//    public Result<Boolean> updateCustomer(@RequestBody CustomerUpdateRequest customerUpdateRequest) {
+//        if (customerUpdateRequest == null || customerUpdateRequest.getCustomerBizId() == null) {
+//            throw new BusinessException(ErrorCode.PARAMS_ERROR.getCode(), ErrorCode.PARAMS_ERROR.getMessage());
+//        }
+//        return Result.success(policyFollowService.updateCustomer(customerUpdateRequest));
+//    }
+
+    /**
+     * 根据 customerBizId 获取新单跟进（封装类）
+     *
+     * @param policyBizId
+     * @return
+     */
+    @GetMapping("/get/vo")
+    @Operation(summary = "根据 policyBizId 获取新单跟进详情")
+    public Result<PolicyFollow> getPolicyFollowByPolicyBizId(@RequestParam("policyBizId") String policyBizId, HttpServletRequest request) {
+        if (policyBizId == null) {
+            return Result.fail(ErrorCode.PARAMS_ERROR.getCode(), ErrorCode.PARAMS_ERROR.getMessage());
+        }
+        // 查询数据库
+        PolicyFollow policyFollow = policyFollowService.getByPolicyBizId(policyBizId);
+        if (policyFollow == null) {
+            return Result.fail(ErrorCode.NOT_FOUND_ERROR.getCode(), ErrorCode.NOT_FOUND_ERROR.getMessage());
+        }
+
+        // 获取封装类
+        return Result.success(policyFollow);
+    }
+
+    /**
+     * 分页获取新单跟进列表（仅管理员可用）
+     *
+     * @param fnaQueryRequest
+     * @return
+     */
+//    @PostMapping("/list/page")
+//    public Result<Page<Customer>> listFnaByPage(@RequestBody FnaQueryRequest fnaQueryRequest) {
+//        long current = fnaQueryRequest.getPageNo();
+//        long size = fnaQueryRequest.getPageSize();
+//        // 查询数据库
+//        Page<Customer> fnaPage = policyFollowService.page(new Page<>(current, size),
+//                policyFollowService.getQueryWrapper(fnaQueryRequest));
+//        return Result.success(fnaPage);
+//    }
+
+    /**
+     * 分页获取新单跟进列表（VO）
+     *
+     * @param policyFollowQueryRequest
+     * @param request
+     * @return
+     */
+    @PostMapping("/list/page/vo")
+    @Operation(summary = "分页获取新单跟进列表")
+    public Result<Page<PolicyFollow>> listPolicyFollowByPage(@RequestBody PolicyFollowQueryRequest policyFollowQueryRequest,
+                                                         HttpServletRequest request) {
+        long current = policyFollowQueryRequest.getPageNo();
+        long size = policyFollowQueryRequest.getPageSize();
+
+        // 查询数据库
+        Page<PolicyFollow> policyFollowPage = policyFollowService.page(new Page<>(current, size),
+                policyFollowService.getQueryWrapper(policyFollowQueryRequest));
+        // 获取封装类
+//        return Result.success(policyFollowService.getPolicyFollowVOPage(policyFollowPage));
+        return Result.success(policyFollowPage);
+    }
+
+}

yd-csf-api/src/main/java/com/yd/csf/api/dto/Broker.java

+package com.yd.csf.api.dto;
+
+import com.alibaba.excel.annotation.ExcelProperty;
+import lombok.Data;
+
+@Data
+public class Broker {
+    @ExcelProperty("简称")
+    private String shortName;
+
+    @ExcelProperty("英文名称")
+    private String englishName;
+
+    @ExcelProperty("中文名称")
+    private String chineseName;
+
+    @ExcelProperty("牌照號碼")
+    private String licenseNo;
+
+    @ExcelProperty("联系人")
+    private String contact;
+}

yd-csf-api/src/main/java/com/yd/csf/api/dto/PolicyExcelDTO.java

+package com.yd.csf.api.dto;
+
+import com.alibaba.excel.annotation.ExcelProperty;
+import lombok.Data;
+
+import java.math.BigDecimal;
+
+@Data
+public class PolicyExcelDTO {
+    @ExcelProperty("序号")
+    private Integer id;
+
+    @ExcelProperty("状态")
+    private String status;
+
+    @ExcelProperty("保单号")
+    private String policyNo;
+
+    @ExcelProperty("签单日期")
+    private String signDate;
+
+    @ExcelProperty("生效日期")
+    private String effectiveDate;
+
+    @ExcelProperty("续保日期")
+    private String renewalDate;
+
+    @ExcelProperty("供款年期")
+    private Integer paymentTerm;
+
+    @ExcelProperty("是否预缴")
+    private String isPrepaid;
+
+    @ExcelProperty("预缴年期")
+    private Integer prepaidTerm;
+
+    @ExcelProperty("产品名称")
+    private String productName;
+
+    @ExcelProperty("产品类别")
+    private String productType;
+
+    @ExcelProperty("保险公司")
+    private String insurer;
+
+    @ExcelProperty("经纪公司")
+    private String broker;
+
+    @ExcelProperty("保單持有人")
+    private String policyHolder;
+
+    @ExcelProperty("受保人")
+    private String insured;
+
+    @ExcelProperty("转介人")
+    private String referrer;
+
+    @ExcelProperty("所属团队")
+    private String team;
+
+    @ExcelProperty("币种")
+    private String currency;
+
+    @ExcelProperty("首期保费（不含徽费，预缴保费）")
+    private BigDecimal initialPremium;
+}

yd-csf-api/src/main/java/com/yd/csf/api/dto/Product.java

+package com.yd.csf.api.dto;
+
+import com.alibaba.excel.annotation.ExcelProperty;
+import lombok.Data;
+
+@Data
+public class Product {
+    @ExcelProperty("保险公司")
+    private String insurer;
+
+    @ExcelProperty("产品类别")
+    private String productType;
+
+    @ExcelProperty("产品名称")
+    private String productName;
+
+    @ExcelProperty("供款年期")
+    private Integer paymentTerm;
+
+    @ExcelProperty("币种")
+    private String currency;
+
+    @ExcelProperty("状态")
+    private String status;
+}

yd-csf-api/src/main/java/com/yd/csf/api/dto/Team.java

+package com.yd.csf.api.dto;
+
+import com.alibaba.excel.annotation.ExcelProperty;
+import lombok.Data;
+
+@Data
+public class Team {
+    @ExcelProperty("团队名称")
+    private String teamName;
+
+    @ExcelProperty("团队长")
+    private String leader;
+
+    @ExcelProperty("团队成员")
+    private String member;
+
+    @ExcelProperty("") // 空列
+    private String extra;
+}
\ No newline at end of file

yd-csf-api/src/main/java/com/yd/csf/api/listener/PolicyDataListener.java

+package com.yd.csf.api.listener;
+
+import com.alibaba.excel.context.AnalysisContext;
+import com.alibaba.excel.event.AnalysisEventListener;
+import com.yd.csf.api.dto.PolicyExcelDTO;
+import lombok.extern.slf4j.Slf4j;
+import org.springframework.stereotype.Component;
+
+import java.util.ArrayList;
+import java.util.List;
+
+@Component
+@Slf4j
+public class PolicyDataListener extends AnalysisEventListener<PolicyExcelDTO> {
+
+    private List<PolicyExcelDTO> list = new ArrayList<>();
+
+    @Override
+    public void invoke(PolicyExcelDTO policy, AnalysisContext context) {
+        list.add(policy);
+    }
+
+    @Override
+    public void doAfterAllAnalysed(AnalysisContext context) {
+        log.info("读取到 {} 条保单数据", list.size());
+        // 这里可以调用Service进行数据保存
+    }
+
+    public List<PolicyExcelDTO> getList() {
+        return list;
+    }
+}

yd-csf-service/pom.xml

@@ -12,6 +12,12 @@
     <artifactId>yd-csf-service</artifactId>
 
     <dependencies>
+        <dependency>
+            <groupId>com.alibaba</groupId>
+            <artifactId>easyexcel</artifactId>
+            <version>3.3.2</version>
+        </dependency>
+
         <!-- gson -->
         <dependency>
             <groupId>com.google.code.gson</groupId>

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

+package com.yd.csf.service.dto;
+
+import com.yd.common.dto.PageDto;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+import lombok.EqualsAndHashCode;
+
+import java.io.Serializable;
+
+/**
+ * 查询customer请求
+ *
+ */
+@EqualsAndHashCode(callSuper = true)
+@Data
+public class PolicyFollowQueryRequest extends PageDto implements Serializable {
+
+    /**
+     * 新单状态
+     */
+    @Schema(description = "新单状态 'CHECKING'-'审核中','UNDERWRITING'-'承保中','FINISHED'-'已完成','DECLINED'-'已拒绝','CANCELLED'-'已取消', 字典值: policy_follow_status")
+    private String status;
+
+    /**
+     * 新单编号
+     */
+    @Schema(description = "新单编号")
+    private String policyBizId;
+
+    /**
+     * 保单号
+     */
+    @Schema(description = "保单号")
+    private String policyNo;
+
+    /**
+     * 客户名称
+     */
+    @Schema(description = "客户名称")
+    private String name;
+
+    /**
+     * 客户编号
+     */
+    @Schema(description = "客户编号")
+    private String customerBizId;
+
+    /**
+     * 保险公司
+     */
+    @Schema(description = "保险公司")
+    private String insurance;
+
+    /**
+     * 产品代码
+     */
+    @Schema(description = "产品代码")
+    private String productCode;
+
+
+    private static final long serialVersionUID = 1L;
+}
\ No newline at end of file