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xingmin
yd-csf
Commits
72c73c8d
Commit
72c73c8d
authored
Mar 04, 2026
by
jianan
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Plain Diff
新单跟进同步预约信息15-预计来佣月、预计发佣月
parent
3861cafc
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6 changed files
with
20 additions
and
18 deletions
+20
-18
yd-csf-api/src/main/java/com/yd/csf/api/service/impl/ApiAppointmentServiceImpl.java
+2
-5
yd-csf-api/src/main/java/com/yd/csf/api/service/impl/ApiExpectedFortuneServiceImpl.java
+3
-3
yd-csf-service/src/main/java/com/yd/csf/service/model/Policy.java
+6
-1
yd-csf-service/src/main/java/com/yd/csf/service/service/impl/CommissionExpectedServiceImpl.java
+7
-7
yd-csf-service/src/main/java/com/yd/csf/service/service/impl/PolicyFollowServiceImpl.java
+0
-1
yd-csf-service/src/main/resources/mappers/PolicyMapper.xml
+2
-1
No files found.
yd-csf-api/src/main/java/com/yd/csf/api/service/impl/ApiAppointmentServiceImpl.java
View file @
72c73c8d
...
...
@@ -762,7 +762,7 @@ public class ApiAppointmentServiceImpl implements ApiAppointmentService {
// 同步转介人
savePolicyBroker
(
appointment
.
getFnaBizId
(),
policyBizId
);
// 同步保存保单(产品计划)
savePolicy
(
productPlan
,
apiPolicyholderInfoDto
,
apiInsurantInfoDto
,
apiProductPlanMainInfoDto
,
policyBizId
,
policyTransfer
);
savePolicy
(
productPlan
,
apiPolicyholderInfoDto
,
apiInsurantInfoDto
,
policyBizId
,
policyTransfer
);
// 同步保存保单投保人
savePolicyPolicyholder
(
apiPolicyholderInfoDto
,
policyBizId
);
// 同步保存保单受保人
...
...
@@ -958,12 +958,9 @@ public class ApiAppointmentServiceImpl implements ApiAppointmentService {
private
boolean
savePolicy
(
ProductPlan
productPlan
,
ApiPolicyholderInfoDto
apiPolicyholderInfoDto
,
ApiInsurantInfoDto
apiInsurantInfoDto
,
ApiProductPlanMainInfoDto
apiProductPlanMainInfoDto
,
String
policyBizId
,
String
policyTransfer
)
{
// String appointmentBizId = apiProductPlanMainInfoDto.getAppointmentBizId();
String
planBizId
=
apiProductPlanMainInfoDto
.
getPlanBizId
();
if
(
productPlan
==
null
)
{
return
false
;
}
...
...
@@ -973,7 +970,7 @@ public class ApiAppointmentServiceImpl implements ApiAppointmentService {
policy
.
setId
(
null
);
policy
.
setPolicyBizId
(
policyBizId
);
policy
.
setProductLaunchBizId
(
p
lanBizId
);
policy
.
setProductLaunchBizId
(
p
roductPlan
.
getProductLaunchBizId
()
);
policy
.
setStatus
(
PolicyStatusEnum
.
INFORCE
.
getItemValue
());
// 投保人姓名
if
(
Objects
.
nonNull
(
apiPolicyholderInfoDto
))
{
...
...
yd-csf-api/src/main/java/com/yd/csf/api/service/impl/ApiExpectedFortuneServiceImpl.java
View file @
72c73c8d
...
...
@@ -520,8 +520,8 @@ public class ApiExpectedFortuneServiceImpl implements ApiExpectedFortuneService
return
Result
.
success
();
}
private
static
LocalDate
calculateExpectedPayoutDate
(
LocalDate
coolingOffEnd
Date
,
Integer
issueNumber
)
{
return
coolingOffEnd
Date
.
plusMonths
(
2
).
plusYears
(
issueNumber
-
1
);
private
static
LocalDate
calculateExpectedPayoutDate
(
LocalDate
effective
Date
,
Integer
issueNumber
)
{
return
effective
Date
.
plusMonths
(
2
).
plusYears
(
issueNumber
-
1
);
}
/**
...
...
@@ -573,7 +573,7 @@ public class ApiExpectedFortuneServiceImpl implements ApiExpectedFortuneService
//发佣类型 TODO
// .fortuneType()
//发佣日期
.
payoutDate
(
calculateExpectedPayoutDate
(
brokerDto
.
get
CoolingOffEnd
Date
(),
dto
.
getIssueNumber
()))
.
payoutDate
(
calculateExpectedPayoutDate
(
brokerDto
.
get
Effective
Date
(),
dto
.
getIssueNumber
()))
//保单号
.
policyNo
(
brokerDto
.
getPolicyNo
())
//佣金发放状态 0=待出账 1=可出账 2=已出账
...
...
yd-csf-service/src/main/java/com/yd/csf/service/model/Policy.java
View file @
72c73c8d
...
...
@@ -93,6 +93,11 @@ public class Policy implements Serializable {
private
String
insured
;
/**
* 保障年期
*/
private
String
guaranteePeriod
;
/**
* 保额
*/
private
Object
sumInsured
;
...
...
@@ -147,7 +152,7 @@ public class Policy implements Serializable {
*/
private
Date
underwritingDate
;
/**
/**
* 冷却期结束日期
*/
private
Date
coolingOffEndDate
;
...
...
yd-csf-service/src/main/java/com/yd/csf/service/service/impl/CommissionExpectedServiceImpl.java
View file @
72c73c8d
...
...
@@ -787,20 +787,20 @@ public class CommissionExpectedServiceImpl extends ServiceImpl<CommissionExpecte
}
/**
* 根据保单
冷静期到期日和佣金期数计算预计来佣日期,首期为冷静期到期日的2
个月,后续期数为首期的次年
* 根据保单
生效日和佣金期数计算预计来佣日期,首期为生效日的1
个月,后续期数为首期的次年
* @param endPeriod 佣金期数
* @param
coolingOffEndDate 保单冷静期到期
日
* @param
effectiveDate 保单生效
日
* @return 预计来佣日期
*/
private
Date
calculateCommissionDate
(
String
endPeriod
,
Date
coolingOffEnd
Date
)
{
if
(
coolingOffEnd
Date
==
null
||
StringUtils
.
isBlank
(
endPeriod
))
{
private
Date
calculateCommissionDate
(
String
endPeriod
,
Date
effective
Date
)
{
if
(
effective
Date
==
null
||
StringUtils
.
isBlank
(
endPeriod
))
{
return
null
;
}
Calendar
cal
=
Calendar
.
getInstance
();
cal
.
setTime
(
coolingOffEnd
Date
);
// 首期:保单
冷静期到期日的2
个月
cal
.
add
(
Calendar
.
MONTH
,
2
);
cal
.
setTime
(
effective
Date
);
// 首期:保单
生效日的1
个月
cal
.
add
(
Calendar
.
MONTH
,
1
);
Integer
period
=
Convert
.
toInt
(
endPeriod
);
if
(
period
==
null
||
period
<=
0
)
{
...
...
yd-csf-service/src/main/java/com/yd/csf/service/service/impl/PolicyFollowServiceImpl.java
View file @
72c73c8d
...
...
@@ -509,7 +509,6 @@ public class PolicyFollowServiceImpl extends ServiceImpl<PolicyFollowMapper, Pol
policy
.
setPaymentTerm
(
policyFollow
.
getIssueNumber
());
policy
.
setUnderwritingDate
(
changePolicyFollowStatusRequest
.
getUnderwritingDate
());
policy
.
setEffectiveDate
(
changePolicyFollowStatusRequest
.
getEffectiveDate
());
policy
.
setPolicyHolderAge
(
calculatePolicyHolderAge
(
policyFollow
.
getCustomerBizId
()));
if
(
ObjectUtils
.
isEmpty
(
policy
.
getInsuranceCompany
())
||
ObjectUtils
.
isEmpty
(
policy
.
getInsuranceCompany
()))
{
// 获取保单产品信息,填充对账公司相关字段
...
...
yd-csf-service/src/main/resources/mappers/PolicyMapper.xml
View file @
72c73c8d
...
...
@@ -19,6 +19,7 @@
<result
property=
"policyHolder"
column=
"policy_holder"
/>
<result
property=
"policyHolderAge"
column=
"policy_holder_age"
/>
<result
property=
"insured"
column=
"insured"
/>
<result
property=
"guaranteePeriod"
column=
"guarantee_period"
/>
<result
property=
"sumInsured"
column=
"sum_insured"
/>
<result
property=
"paymentTerm"
column=
"payment_term"
/>
<result
property=
"paymentFrequency"
column=
"payment_frequency"
/>
...
...
@@ -56,7 +57,7 @@
<sql
id=
"Base_Column_List"
>
id,policy_biz_id,policy_no,user_biz_id,product_launch_biz_id,product_code,
product_name,product_cate,insurance_company,insurance_company_biz_id,region,
policy_holder,policy_holder_age,insured,sum_insured,payment_term,payment_frequency,payment_premium,
policy_holder,policy_holder_age,insured,
guarantee_period,
sum_insured,payment_term,payment_frequency,payment_premium,
status,currency,initial_premium,sign_date,issue_date,
effective_date,cooling_off_end_date,cooling_off_days,renewal_date,is_prepaid,deductibles,prepaid_term,
initial_payment_method,renewal_payment_method,dividend_distribution_method,is_backtrack,is_join,
...
...
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