预约-v1版本

.idea/encodings.xml

 <?xml version="1.0" encoding="UTF-8"?>
 <project version="4">
   <component name="Encoding">
+    <file url="file://$PROJECT_DIR$/src/main/java" charset="UTF-8" />
     <file url="file://$PROJECT_DIR$/yd-csf-api/src/main/java" charset="UTF-8" />
     <file url="file://$PROJECT_DIR$/yd-csf-api/src/main/resources" charset="UTF-8" />
     <file url="file://$PROJECT_DIR$/yd-csf-feign/src/main/java" charset="UTF-8" />

yd-csf-api/pom.xml

@@ -97,6 +97,12 @@
             <groupId>org.springframework.boot</groupId>
             <artifactId>spring-boot-starter-jdbc</artifactId>
         </dependency>
+
+        <!-- 如果使用pinyin4j进行拼音转换 -->
+        <dependency>
+            <groupId>com.belerweb</groupId>
+            <artifactId>pinyin4j</artifactId>
+        </dependency>
     </dependencies>
 
     <build>

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

 package com.yd.csf.api.controller;
 
 import com.baomidou.mybatisplus.core.metadata.IPage;
+import com.yd.common.exception.BusinessException;
 import com.yd.common.result.Result;
 import com.yd.csf.api.service.ApiAppointmentService;
 import com.yd.csf.feign.client.appointment.ApiAppointmentFeignClient;
 import com.yd.csf.feign.dto.appointment.ApiAppointmentInfoDto;
+import com.yd.csf.feign.dto.appointment.ApiInsurantInfoDto;
 import com.yd.csf.feign.request.appointment.*;
-import com.yd.csf.feign.response.appointment.ApiAppointmentAddResponse;
-import com.yd.csf.feign.response.appointment.ApiAppointmentDetailResponse;
-import com.yd.csf.feign.response.appointment.ApiAppointmentPageResponse;
+import com.yd.csf.feign.response.appointment.*;
+import com.yd.csf.feign.valid.GroupValid;
 import org.springframework.beans.factory.annotation.Autowired;
 import org.springframework.validation.annotation.Validated;
 import org.springframework.web.bind.annotation.RequestMapping;
 import org.springframework.web.bind.annotation.RestController;
 
+import javax.validation.ConstraintViolation;
+import javax.validation.Validator;
 import javax.validation.constraints.NotBlank;
+import java.util.Objects;
+import java.util.Set;
 
 /**
  * 预约信息
@@ -30,6 +35,11 @@ public class ApiAppointmentController implements ApiAppointmentFeignClient {
     @Autowired
     private ApiAppointmentService apiAppointmentService;
 
+    private final Validator validator;
+    public ApiAppointmentController(Validator validator) {
+        this.validator = validator;
+    }
+
     /**
      * 预约分页查询
      * @param request
@@ -67,6 +77,10 @@ public class ApiAppointmentController implements ApiAppointmentFeignClient {
      */
     @Override
     public Result<ApiAppointmentAddResponse> add(ApiAppointmentAddRequest request) {
+        //手动校验受保人信息（因为它没有 @Valid 注解）
+        ApiInsurantInfoDto insurantInfo = request.getApiInsurantInfoDto();
+        validateInsurantInfo(insurantInfo);
+
         return apiAppointmentService.add(request);
     }
 
@@ -87,10 +101,24 @@ public class ApiAppointmentController implements ApiAppointmentFeignClient {
      */
     @Override
     public Result edit(ApiAppointmentEditRequest request) {
+        //手动校验受保人信息（因为它没有 @Valid 注解）
+        ApiInsurantInfoDto insurantInfo = request.getApiInsurantInfoDto();
+        validateInsurantInfo(insurantInfo);
+
         return apiAppointmentService.edit(request);
     }
 
     /**
+     * 编辑预约暂存 (聚合信息编辑预约暂存)
+     * @param request
+     * @return
+     */
+    @Override
+    public Result editStorage(ApiAppointmentEditStorageRequest request) {
+        return apiAppointmentService.editStorage(request);
+    }
+
+    /**
      * 确定预约时间提交 (流程流转到新单跟进)
      * @param request
      * @return
@@ -161,6 +189,16 @@ public class ApiAppointmentController implements ApiAppointmentFeignClient {
     }
 
     /**
+     * 编辑预约状态
+     * @param request
+     * @return
+     */
+    @Override
+    public Result editStatus(ApiAppointmentEditStatusRequest request) {
+        return apiAppointmentService.editStatus(request);
+    }
+
+    /**
      * 删除预约信息
      * @param appointmentBizId
      * @return
@@ -170,5 +208,54 @@ public class ApiAppointmentController implements ApiAppointmentFeignClient {
         return apiAppointmentService.del(appointmentBizId);
     }
 
+    /**
+     * 历史记录 - 签约信息
+     * @param request
+     * @return
+     */
+    @Override
+    public Result<IPage<ApiAppointmentLogPageResponse>> logPage(ApiAppointmentLogPageRequest request) {
+        return apiAppointmentService.logPage(request);
+    }
+
+    /**
+     * 历史记录 - 签约信息 - 详情
+     * @param appointmentLogBizId
+     * @return
+     */
+    @Override
+    public Result<ApiAppointmentLogDetailResponse> logDetail(String appointmentLogBizId) {
+        return apiAppointmentService.logDetail(appointmentLogBizId);
+    }
+
+    /**
+     * 手动校验受保人信息
+     * @param insurantInfo
+     */
+    private void validateInsurantInfo(ApiInsurantInfoDto insurantInfo) {
+        if (Objects.isNull(insurantInfo)) {
+            throw new BusinessException("受保人信息不能为空");
+        }
+
+        // 根据与投保人关系选择校验组
+        Class<?>[] groups;
+        if (insurantInfo.isSelf()) {
+            // 本人关系：只校验 Always 组
+            groups = new Class<?>[]{GroupValid.Always.class};
+        } else {
+            // 非本人关系：校验 Always 和 NotSelf 组
+            groups = new Class<?>[]{GroupValid.Always.class, GroupValid.NotSelf.class};
+        }
+
+        // 执行手动校验
+        Set<ConstraintViolation<ApiInsurantInfoDto>> violations =
+                validator.validate(insurantInfo, groups);
+
+        // 如果校验失败，抛出业务异常
+        if (!violations.isEmpty()) {
+            String errorMessage = violations.iterator().next().getMessage();
+            throw new BusinessException(errorMessage);
+        }
+    }
 
 }

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

+package com.yd.csf.api.controller;
+
+import com.yd.common.result.Result;
+import com.yd.csf.api.service.ApiCsfCommonService;
+import com.yd.csf.feign.client.common.ApiCsfCommonFeignClient;
+import com.yd.csf.feign.request.common.ApiCsfCalculateRequest;
+import com.yd.csf.feign.response.common.ApiCsfCalculateResponse;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.validation.annotation.Validated;
+import org.springframework.web.bind.annotation.RequestMapping;
+import org.springframework.web.bind.annotation.RestController;
+
+import java.util.List;
+
+/**
+ * 公共接口信息
+ *
+ * @author zxm
+ * @since 2025-12-18
+ */
+@RestController
+@RequestMapping("/common")
+@Validated
+public class ApiCsfCommonController implements ApiCsfCommonFeignClient {
+
+    @Autowired
+    private ApiCsfCommonService apiCsfCommonService;
+
+    /**
+     * 计算-字段值
+     * @param request
+     * @return
+     */
+    @Override
+    public Result<List<ApiCsfCalculateResponse>> calculate(ApiCsfCalculateRequest request) {
+        return apiCsfCommonService.calculate(request);
+    }
+
+}

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

+package com.yd.csf.api.controller;
+
+import org.springframework.web.bind.annotation.RequestMapping;
+import org.springframework.web.bind.annotation.RestController;
+
+/**
+ * <p>
+ * 预约信息日志表（快照表） 前端控制器
+ * </p>
+ *
+ * @author zxm
+ * @since 2025-12-15
+ */
+@RestController
+@RequestMapping("/appointmentLog")
+public class AppointmentLogController {
+
+}

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

+package com.yd.csf.api.controller;
+
+import org.springframework.web.bind.annotation.RequestMapping;
+import org.springframework.web.bind.annotation.RestController;
+
+/**
+ * <p>
+ * 预约-转介人信息表 前端控制器
+ * </p>
+ *
+ * @author zxm
+ * @since 2025-12-15
+ */
+@RestController
+@RequestMapping("/appointmentReferrer")
+public class AppointmentReferrerController {
+
+}

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

+package com.yd.csf.api.controller;
+
+import org.springframework.web.bind.annotation.RequestMapping;
+import org.springframework.web.bind.annotation.RestController;
+
+/**
+ * <p>
+ * 预约-转介人信息日志表（快照表） 前端控制器
+ * </p>
+ *
+ * @author zxm
+ * @since 2025-12-15
+ */
+@RestController
+@RequestMapping("/appointmentReferrerLog")
+public class AppointmentReferrerLogController {
+
+}

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

+package com.yd.csf.api.controller;
+
+import org.springframework.web.bind.annotation.RequestMapping;
+import org.springframework.web.bind.annotation.RestController;
+
+/**
+ * <p>
+ * 预约-签单员信息表 前端控制器
+ * </p>
+ *
+ * @author zxm
+ * @since 2025-12-15
+ */
+@RestController
+@RequestMapping("/appointmentUserSign")
+public class AppointmentUserSignController {
+
+}

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

+package com.yd.csf.api.controller;
+
+import org.springframework.web.bind.annotation.RequestMapping;
+import org.springframework.web.bind.annotation.RestController;
+
+/**
+ * <p>
+ * 预约-签单员信息日志表（快照表） 前端控制器
+ * </p>
+ *
+ * @author zxm
+ * @since 2025-12-15
+ */
+@RestController
+@RequestMapping("/appointmentUserSignLog")
+public class AppointmentUserSignLogController {
+
+}

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

+package com.yd.csf.api.controller;
+
+import org.springframework.web.bind.annotation.RequestMapping;
+import org.springframework.web.bind.annotation.RestController;
+
+/**
+ * <p>
+ * 税务信息表 前端控制器
+ * </p>
+ *
+ * @author zxm
+ * @since 2025-12-17
+ */
+@RestController
+@RequestMapping("/taxation")
+public class TaxationController {
+
+}

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

+package com.yd.csf.api.service;
+
+import com.yd.common.result.Result;
+import com.yd.csf.service.model.Appointment;
+
+public interface ApiAppointmentLogService {
+
+    Result<String> saveAppointmentLog(Appointment appointment);
+}

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

+package com.yd.csf.api.service;
+
+import com.yd.common.result.Result;
+import com.yd.csf.feign.dto.appointment.ApiAppointmentReferrerDto;
+
+import java.util.List;
+
+public interface ApiAppointmentReferrerLogService {
+
+    Result saveAppointmentReferrerLogList(List<ApiAppointmentReferrerDto> referrerDtoList,
+                                          String appointmentLogBizId);
+}

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

+package com.yd.csf.api.service;
+
+import com.yd.common.result.Result;
+import com.yd.csf.feign.dto.appointment.ApiAppointmentReferrerDto;
+
+import java.util.List;
+
+public interface ApiAppointmentReferrerService {
+
+    Result saveAppointmentReferrerList(List<ApiAppointmentReferrerDto> referrerDtoList,
+                                       String appointmentBizId);
+}

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

@@ -4,9 +4,7 @@ import com.baomidou.mybatisplus.core.metadata.IPage;
 import com.yd.common.result.Result;
 import com.yd.csf.feign.dto.appointment.ApiAppointmentInfoDto;
 import com.yd.csf.feign.request.appointment.*;
-import com.yd.csf.feign.response.appointment.ApiAppointmentAddResponse;
-import com.yd.csf.feign.response.appointment.ApiAppointmentDetailResponse;
-import com.yd.csf.feign.response.appointment.ApiAppointmentPageResponse;
+import com.yd.csf.feign.response.appointment.*;
 import com.yd.csf.service.model.Appointment;
 
 public interface ApiAppointmentService {
@@ -22,6 +20,8 @@ public interface ApiAppointmentService {
 
     Result edit(ApiAppointmentEditRequest request);
 
+    Result editStorage(ApiAppointmentEditStorageRequest request);
+
     Result editConfirmTime(ApiAppointmentEditConfirmTimeRequest request);
 
     Result singleEdit(ApiAppointmentInfoDto apiAppointmentInfoDto);
@@ -36,7 +36,13 @@ public interface ApiAppointmentService {
 
     Result editPolicyTransfer(ApiPolicyTransferRequest request);
 
+    Result editStatus(ApiAppointmentEditStatusRequest request);
+
     Result del(String appointmentBizId);
 
+    Result<IPage<ApiAppointmentLogPageResponse>> logPage(ApiAppointmentLogPageRequest request);
+
+    Result<ApiAppointmentLogDetailResponse> logDetail(String appointmentLogBizId);
+
     Result<Appointment> checkAppointmentIsExist(String appointmentBizId);
 }

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

+package com.yd.csf.api.service;
+
+import com.yd.common.result.Result;
+import com.yd.csf.feign.dto.appointment.ApiAppointmentUserSignDto;
+
+import java.util.List;
+
+public interface ApiAppointmentUserSignLogService {
+
+    Result saveAppointmentUserSignLogList(List<ApiAppointmentUserSignDto> userSignDtoList,
+                                          String appointmentLogBizId);
+}

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

+package com.yd.csf.api.service;
+
+import com.yd.common.result.Result;
+import com.yd.csf.feign.dto.appointment.ApiAppointmentUserSignDto;
+
+import java.util.List;
+
+public interface ApiAppointmentUserSignService {
+
+    Result saveAppointmentUserSignList(List<ApiAppointmentUserSignDto> userSignDtoList,
+                                       String appointmentBizId);
+}

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

+package com.yd.csf.api.service;
+
+import com.yd.common.result.Result;
+import com.yd.csf.feign.request.common.ApiCsfCalculateRequest;
+import com.yd.csf.feign.response.common.ApiCsfCalculateResponse;
+
+import java.util.List;
+
+public interface ApiCsfCommonService {
+    Result<List<ApiCsfCalculateResponse>> calculate(ApiCsfCalculateRequest request);
+}

yd-csf-api/src/main/java/com/yd/csf/api/service/impl/ApiAppointmentCheckServiceImpl.java

@@ -9,7 +9,7 @@ import com.yd.csf.feign.dto.appointment.*;
 import com.yd.csf.feign.request.appointment.ApiAppointmentAddRequest;
 import com.yd.csf.feign.request.appointment.ApiAppointmentEditRequest;
 import com.yd.csf.service.enums.CustomerTypeEnum;
-import com.yd.csf.service.enums.RelTypeEnum;
+import com.yd.csf.feign.enums.RelTypeEnum;
 import lombok.extern.slf4j.Slf4j;
 import org.apache.commons.lang3.StringUtils;
 import org.springframework.beans.BeanUtils;
@@ -92,15 +92,15 @@ public class ApiAppointmentCheckServiceImpl implements ApiAppointmentCheckServic
             dto = new ApiAppointmentInfoDto();
         }
         String tipStr = "预约信息-";
-        if (!Objects.isNull(dto.getId())) {
-            throw new BusinessException(tipStr+"预约信息表主键id不传值");
-        }
+//        if (!Objects.isNull(dto.getId())) {
+//            throw new BusinessException(tipStr+"预约信息表主键id不传值");
+//        }
         if (StringUtils.isNotBlank(dto.getAppointmentBizId())) {
             throw new BusinessException(tipStr+"预约信息主表唯一业务ID不传值");
         }
-        if (StringUtils.isNotBlank(dto.getAppointmentNo())) {
-            throw new BusinessException(tipStr+"预约编号不传值");
-        }
+//        if (StringUtils.isNotBlank(dto.getAppointmentNo())) {
+//            throw new BusinessException(tipStr+"预约编号不传值");
+//        }
 
         //校验预约信息参数公共方法
         checkApiAppointmentInfoDtoCommon(dto,tipStr);
@@ -114,15 +114,15 @@ public class ApiAppointmentCheckServiceImpl implements ApiAppointmentCheckServic
      */
     public Result checkEditApiAppointmentInfoDto(ApiAppointmentInfoDto dto) {
         String tipStr = "预约信息-";
-        if (Objects.isNull(dto.getId())) {
-            throw new BusinessException(tipStr+"预约信息表主键id不能为空");
-        }
+//        if (Objects.isNull(dto.getId())) {
+//            throw new BusinessException(tipStr+"预约信息表主键id不能为空");
+//        }
         if (StringUtils.isBlank(dto.getAppointmentBizId())) {
             throw new BusinessException(tipStr+"预约信息主表唯一业务ID不能为空");
         }
-        if (StringUtils.isBlank(dto.getAppointmentNo())) {
-            throw new BusinessException(tipStr+"预约编号不能为空");
-        }
+//        if (StringUtils.isBlank(dto.getAppointmentNo())) {
+//            throw new BusinessException(tipStr+"预约编号不能为空");
+//        }
 
         //校验预约信息参数公共方法
         checkApiAppointmentInfoDtoCommon(dto,tipStr);
@@ -138,9 +138,9 @@ public class ApiAppointmentCheckServiceImpl implements ApiAppointmentCheckServic
         if (StringUtils.isBlank(dto.getApplyType())) {
             throw new BusinessException(tipStr+"申请类型不能为空");
         }
-        if (Objects.isNull(dto.getIntentionAppointmentTime())) {
-            throw new BusinessException(tipStr+"意向预约时间不能为空");
-        }
+//        if (Objects.isNull(dto.getIntentionAppointmentTime())) {
+//            throw new BusinessException(tipStr+"意向预约时间不能为空");
+//        }
 
         //校验预约信息-客户和fna入参
         checkCustomerAndFna(dto,tipStr);
@@ -221,12 +221,12 @@ public class ApiAppointmentCheckServiceImpl implements ApiAppointmentCheckServic
             dto = new ApiProductPlanMainInfoDto();
         }
         String tipStr = "产品计划-";
-        if (!Objects.isNull(dto.getId())) {
-            throw new BusinessException(tipStr+"产品计划表主键id不传值");
-        }
-        if (StringUtils.isNotBlank(dto.getAppointmentBizId())) {
-            throw new BusinessException(tipStr+"预约信息主表唯一业务ID不传值");
-        }
+//        if (!Objects.isNull(dto.getId())) {
+//            throw new BusinessException(tipStr+"产品计划表主键id不传值");
+//        }
+//        if (StringUtils.isNotBlank(dto.getAppointmentBizId())) {
+//            throw new BusinessException(tipStr+"预约信息主表唯一业务ID不传值");
+//        }
         if (StringUtils.isNotBlank(dto.getPlanBizId())) {
             throw new BusinessException(tipStr+"产品计划信息表唯一业务ID不传值");
         }
@@ -243,12 +243,12 @@ public class ApiAppointmentCheckServiceImpl implements ApiAppointmentCheckServic
      */
     public Result checkEditApiProductPlanMainInfoDto(ApiProductPlanMainInfoDto dto){
         String tipStr = "产品计划-";
-        if (Objects.isNull(dto.getId())) {
-            throw new BusinessException(tipStr+"产品计划表主键id不能为空");
-        }
-        if (StringUtils.isBlank(dto.getAppointmentBizId())) {
-            throw new BusinessException(tipStr+"预约信息主表唯一业务ID不能为空");
-        }
+//        if (Objects.isNull(dto.getId())) {
+//            throw new BusinessException(tipStr+"产品计划表主键id不能为空");
+//        }
+//        if (StringUtils.isBlank(dto.getAppointmentBizId())) {
+//            throw new BusinessException(tipStr+"预约信息主表唯一业务ID不能为空");
+//        }
         if (StringUtils.isBlank(dto.getPlanBizId())) {
             throw new BusinessException(tipStr+"产品计划信息表唯一业务ID不能为空");
         }
@@ -264,18 +264,18 @@ public class ApiAppointmentCheckServiceImpl implements ApiAppointmentCheckServic
      * @return
      */
     public Result checkApiProductPlanMainInfoDtoCommon(ApiProductPlanMainInfoDto dto,String tipStr,Integer source) {
-        if (StringUtils.isBlank(dto.getProductBizId())) {
-            throw new BusinessException(tipStr+"保险产品名称不能为空");
-        }
-        if (StringUtils.isBlank(dto.getProductName())) {
-            throw new BusinessException(tipStr+"保险产品名称不能为空");
-        }
-        if (StringUtils.isBlank(dto.getCurrency())) {
-            throw new BusinessException(tipStr+"货币不能为空");
-        }
-        if (StringUtils.isBlank(dto.getPaymentTerm())) {
-            throw new BusinessException(tipStr+"供款年期不能为空");
-        }
+//        if (StringUtils.isBlank(dto.getProductBizId())) {
+//            throw new BusinessException(tipStr+"保险产品名称不能为空");
+//        }
+//        if (StringUtils.isBlank(dto.getProductName())) {
+//            throw new BusinessException(tipStr+"保险产品名称不能为空");
+//        }
+//        if (StringUtils.isBlank(dto.getCurrency())) {
+//            throw new BusinessException(tipStr+"货币不能为空");
+//        }
+//        if (StringUtils.isBlank(dto.getPaymentTerm())) {
+//            throw new BusinessException(tipStr+"供款年期不能为空");
+//        }
         if (StringUtils.isBlank(dto.getPaymentFrequency())) {
             throw new BusinessException(tipStr+"付款频率不能为空");
         }
@@ -378,15 +378,15 @@ public class ApiAppointmentCheckServiceImpl implements ApiAppointmentCheckServic
             dto = new ApiPolicyholderInfoDto();
         }
         String tipStr = "投保人-";
-        if (StringUtils.isBlank(dto.getCustomerType())) {
-            throw new BusinessException(tipStr+"客户类型不能为空");
-        }
-        if (!Objects.isNull(dto.getId())) {
-            throw new BusinessException(tipStr+"投保人信息主键id不传值");
-        }
-        if (StringUtils.isNotBlank(dto.getAppointmentBizId())) {
-            throw new BusinessException(tipStr+"预约信息主表唯一业务ID不传值");
-        }
+//        if (StringUtils.isBlank(dto.getCustomerType())) {
+//            throw new BusinessException(tipStr+"客户类型不能为空");
+//        }
+//        if (!Objects.isNull(dto.getId())) {
+//            throw new BusinessException(tipStr+"投保人信息主键id不传值");
+//        }
+//        if (StringUtils.isNotBlank(dto.getAppointmentBizId())) {
+//            throw new BusinessException(tipStr+"预约信息主表唯一业务ID不传值");
+//        }
         if (StringUtils.isNotBlank(dto.getPolicyholderBizId())) {
             throw new BusinessException(tipStr+"投保人信息表唯一业务ID不传值");
         }
@@ -406,15 +406,15 @@ public class ApiAppointmentCheckServiceImpl implements ApiAppointmentCheckServic
      */
     public Result checkEditApiPolicyholderInfoDto(ApiPolicyholderInfoDto dto) {
         String tipStr = "投保人-";
-        if (StringUtils.isBlank(dto.getCustomerType())) {
-            throw new BusinessException(tipStr+"客户类型不能为空");
-        }
-        if (Objects.isNull(dto.getId())) {
-            throw new BusinessException(tipStr+"投保人信息主键id不能为空");
-        }
-        if (StringUtils.isBlank(dto.getAppointmentBizId())) {
-            throw new BusinessException(tipStr+"预约信息主表唯一业务ID不能为空");
-        }
+//        if (StringUtils.isBlank(dto.getCustomerType())) {
+//            throw new BusinessException(tipStr+"客户类型不能为空");
+//        }
+//        if (Objects.isNull(dto.getId())) {
+//            throw new BusinessException(tipStr+"投保人信息主键id不能为空");
+//        }
+//        if (StringUtils.isBlank(dto.getAppointmentBizId())) {
+//            throw new BusinessException(tipStr+"预约信息主表唯一业务ID不能为空");
+//        }
         if (StringUtils.isBlank(dto.getPolicyholderBizId())) {
             throw new BusinessException(tipStr+"投保人信息表唯一业务ID不能为空");
         }
@@ -433,30 +433,30 @@ public class ApiAppointmentCheckServiceImpl implements ApiAppointmentCheckServic
      * @return
      */
     public Result checkApiPolicyholderInfoDtoCommon(ApiPolicyholderInfoDto dto,String tipStr) {
-        if (CustomerTypeEnum.INDIVIDUAL.getItemValue().equals(dto.getCustomerType())) {
-            //客户类型为个人的字段校验
-            if (StringUtils.isBlank(dto.getMobile())) {
-                throw new BusinessException(tipStr+"移动电话不能为空");
-            }
-            if (StringUtils.isBlank(dto.getMobileCode())) {
-                throw new BusinessException(tipStr+"移动电话区号不能为空");
-            }
-            if (StringUtils.isBlank(dto.getNationality())) {
-                throw new BusinessException(tipStr+"国籍不能为空");
-            }
-
-            //校验客户类型为个人类型的公共参数字段
-            CustomerTypeIndividualCheckCommonDto individualCheckCommonDto = new CustomerTypeIndividualCheckCommonDto();
-            BeanUtils.copyProperties(dto,individualCheckCommonDto);
-            checkCustomerTypeIndividualCheckCommonDto(individualCheckCommonDto,tipStr);
-
-        }else if (CustomerTypeEnum.COMPANY.getItemValue().equals(dto.getCustomerType())){
-            //客户类型为公司的字段校验
-            CustomerTypeCompanyCheckCommonDto companyCheckCommonDto = new CustomerTypeCompanyCheckCommonDto();
-            BeanUtils.copyProperties(dto,companyCheckCommonDto);
-            //校验客户类型为公司类型的公共参数字段
-            checkCustomerTypeCompanyCheckCommonDto(companyCheckCommonDto,tipStr);
-        }
+//        if (CustomerTypeEnum.INDIVIDUAL.getItemValue().equals(dto.getCustomerType())) {
+//            //客户类型为个人的字段校验
+//            if (StringUtils.isBlank(dto.getMobile())) {
+//                throw new BusinessException(tipStr+"移动电话不能为空");
+//            }
+//            if (StringUtils.isBlank(dto.getMobileCode())) {
+//                throw new BusinessException(tipStr+"移动电话区号不能为空");
+//            }
+//            if (StringUtils.isBlank(dto.getNationality())) {
+//                throw new BusinessException(tipStr+"国籍不能为空");
+//            }
+//
+//            //校验客户类型为个人类型的公共参数字段
+//            CustomerTypeIndividualCheckCommonDto individualCheckCommonDto = new CustomerTypeIndividualCheckCommonDto();
+//            BeanUtils.copyProperties(dto,individualCheckCommonDto);
+//            checkCustomerTypeIndividualCheckCommonDto(individualCheckCommonDto,tipStr);
+//
+//        }else if (CustomerTypeEnum.COMPANY.getItemValue().equals(dto.getCustomerType())){
+//            //客户类型为公司的字段校验
+//            CustomerTypeCompanyCheckCommonDto companyCheckCommonDto = new CustomerTypeCompanyCheckCommonDto();
+//            BeanUtils.copyProperties(dto,companyCheckCommonDto);
+//            //校验客户类型为公司类型的公共参数字段
+//            checkCustomerTypeCompanyCheckCommonDto(companyCheckCommonDto,tipStr);
+//        }
         return Result.success();
     }
 
@@ -470,9 +470,9 @@ public class ApiAppointmentCheckServiceImpl implements ApiAppointmentCheckServic
             dto = new ApiInsurantInfoDto();
         }
         String tipStr = "受保人-";
-        if (StringUtils.isBlank(dto.getCustomerType())) {
-            throw new BusinessException(tipStr+"客户类型不能为空");
-        }
+//        if (StringUtils.isBlank(dto.getCustomerType())) {
+//            throw new BusinessException(tipStr+"客户类型不能为空");
+//        }
         if (StringUtils.isBlank(dto.getPolicyholderRel())) {
             throw new BusinessException(tipStr+"与投保人关系不能为空");
         }
@@ -480,12 +480,12 @@ public class ApiAppointmentCheckServiceImpl implements ApiAppointmentCheckServic
             //如果对象空或者与投保人关系为本人，就放行不校验
             return Result.success();
         }
-        if (!Objects.isNull(dto.getId())) {
-            throw new BusinessException(tipStr+"受保人信息表主键id不传值");
-        }
-        if (StringUtils.isNotBlank(dto.getAppointmentBizId())) {
-            throw new BusinessException(tipStr+"预约信息主表唯一业务ID不传值");
-        }
+//        if (!Objects.isNull(dto.getId())) {
+//            throw new BusinessException(tipStr+"受保人信息表主键id不传值");
+//        }
+//        if (StringUtils.isNotBlank(dto.getAppointmentBizId())) {
+//            throw new BusinessException(tipStr+"预约信息主表唯一业务ID不传值");
+//        }
         if (StringUtils.isNotBlank(dto.getInsurantBizId())) {
             throw new BusinessException(tipStr+"受保人信息表唯一业务ID不传值");
         }
@@ -508,9 +508,9 @@ public class ApiAppointmentCheckServiceImpl implements ApiAppointmentCheckServic
      */
     public Result checkEditApiInsurantInfoDto(ApiInsurantInfoDto dto) {
         String tipStr = "受保人-";
-        if (StringUtils.isBlank(dto.getCustomerType())) {
-            throw new BusinessException(tipStr+"客户类型不能为空");
-        }
+//        if (StringUtils.isBlank(dto.getCustomerType())) {
+//            throw new BusinessException(tipStr+"客户类型不能为空");
+//        }
         if (StringUtils.isBlank(dto.getPolicyholderRel())) {
             throw new BusinessException(tipStr+"与投保人关系不能为空");
         }
@@ -518,12 +518,12 @@ public class ApiAppointmentCheckServiceImpl implements ApiAppointmentCheckServic
             //如果对象空或者与投保人关系为本人，就放行不校验
             return Result.success();
         }
-        if (Objects.isNull(dto.getId())) {
-            throw new BusinessException(tipStr+"受保人信息表主键id不能为空");
-        }
-        if (StringUtils.isBlank(dto.getAppointmentBizId())) {
-            throw new BusinessException(tipStr+"预约信息主表唯一业务ID不能为空");
-        }
+//        if (Objects.isNull(dto.getId())) {
+//            throw new BusinessException(tipStr+"受保人信息表主键id不能为空");
+//        }
+//        if (StringUtils.isBlank(dto.getAppointmentBizId())) {
+//            throw new BusinessException(tipStr+"预约信息主表唯一业务ID不能为空");
+//        }
         if (StringUtils.isBlank(dto.getInsurantBizId())) {
             throw new BusinessException(tipStr+"受保人信息表唯一业务ID不能为空");
         }
@@ -546,81 +546,81 @@ public class ApiAppointmentCheckServiceImpl implements ApiAppointmentCheckServic
      */
     @Override
     public Result checkEditApiBeneficiaryInfoDtoList(List<ApiBeneficiaryInfoDto> list){
-        if (CollectionUtils.isEmpty(list)) {
-            //如果对象集合空就放行不校验
-            return Result.success();
-        }
-        String tipStr = "受益人-";
-        //列表下标标记位
-        int i = 1;
-        for (ApiBeneficiaryInfoDto dto : list) {
-            if (StringUtils.isBlank(dto.getCustomerType())) {
-                throw new BusinessException(tipStr+"客户类型不能为空");
-            }
-            if (StringUtils.isBlank(dto.getInsurantRel())) {
-                throw new BusinessException(tipStr+"与受保人关系不能为空");
-            }
-//            if (Objects.isNull(dto.getId())) {
-//                throw new BusinessException(tipStr+"第"+i+"项的受益人信息主键id不能为空");
-//            }
-//            if (StringUtils.isBlank(dto.getAppointmentBizId())) {
-//                throw new BusinessException(tipStr+"第"+i+"项的预约信息主表唯一业务ID不能为空");
+//        if (CollectionUtils.isEmpty(list)) {
+//            //如果对象集合空就放行不校验
+//            return Result.success();
+//        }
+//        String tipStr = "受益人-";
+//        //列表下标标记位
+//        int i = 1;
+//        for (ApiBeneficiaryInfoDto dto : list) {
+////            if (StringUtils.isBlank(dto.getCustomerType())) {
+////                throw new BusinessException(tipStr+"客户类型不能为空");
+////            }
+//            if (StringUtils.isBlank(dto.getInsurantRel())) {
+//                throw new BusinessException(tipStr+"与受保人关系不能为空");
 //            }
-//            if (StringUtils.isBlank(dto.getBeneficiaryBizId())) {
-//                throw new BusinessException(tipStr+"第"+i+"项的受益人信息表唯一业务ID不能为空");
+////            if (Objects.isNull(dto.getId())) {
+////                throw new BusinessException(tipStr+"第"+i+"项的受益人信息主键id不能为空");
+////            }
+////            if (StringUtils.isBlank(dto.getAppointmentBizId())) {
+////                throw new BusinessException(tipStr+"第"+i+"项的预约信息主表唯一业务ID不能为空");
+////            }
+////            if (StringUtils.isBlank(dto.getBeneficiaryBizId())) {
+////                throw new BusinessException(tipStr+"第"+i+"项的受益人信息表唯一业务ID不能为空");
+////            }
+//
+//            if (RelTypeEnum.MYSELF.getItemValue().equals(dto.getInsurantRel())) {
+//                //如果对象与受保人关系为本人，就不校验下面的参数，继续循环下一个
+//                continue;
 //            }
-
-            if (RelTypeEnum.MYSELF.getItemValue().equals(dto.getInsurantRel())) {
-                //如果对象与受保人关系为本人，就不校验下面的参数，继续循环下一个
-                continue;
-            }
-
-            if (CustomerTypeEnum.INDIVIDUAL.getItemValue().equals(dto.getCustomerType())) {
-                //客户类型为个人的字段校验
-                //校验客户类型为个人类型的公共参数字段
-//                if (StringUtils.isBlank(dto.getName())) {
-//                    throw new BusinessException(tipStr+"第"+i+"项的名字不能为空");
+//
+//            if (CustomerTypeEnum.INDIVIDUAL.getItemValue().equals(dto.getCustomerType())) {
+//                //客户类型为个人的字段校验
+//                //校验客户类型为个人类型的公共参数字段
+////                if (StringUtils.isBlank(dto.getName())) {
+////                    throw new BusinessException(tipStr+"第"+i+"项的名字不能为空");
+////                }
+//                if (StringUtils.isBlank(dto.getNameEn())) {
+//                    throw new BusinessException(tipStr+"第"+i+"项的名字-英文不能为空");
 //                }
-                if (StringUtils.isBlank(dto.getNameEn())) {
-                    throw new BusinessException(tipStr+"第"+i+"项的名字-英文不能为空");
-                }
-                if (StringUtils.isBlank(dto.getGender())) {
-                    throw new BusinessException(tipStr+"第"+i+"项的性别不能为空");
-                }
-//                CustomerTypeIndividualCheckCommonDto individualCheckCommonDto = new CustomerTypeIndividualCheckCommonDto();
-//                BeanUtils.copyProperties(dto,individualCheckCommonDto);
-//                checkCustomerTypeIndividualCheckCommonDto(individualCheckCommonDto,tipStr);
-
-            }else if (CustomerTypeEnum.COMPANY.getItemValue().equals(dto.getCustomerType())){
-                //客户类型为公司的字段校验
-                if (StringUtils.isBlank(dto.getCompanyName())) {
-                    throw new BusinessException(tipStr+"第"+i+"项的公司名称不能为空");
-                }
-                if (StringUtils.isBlank(dto.getCompanyNameEn())) {
-                    throw new BusinessException(tipStr+"第"+i+"项的公司名称（英文）不能为空");
-                }
-                if (StringUtils.isBlank(dto.getCompanyBusinessNo())) {
-                    throw new BusinessException(tipStr+"第"+i+"项的公司商业登记号码不能为空");
-                }
-                if (Objects.isNull(dto.getCompanyRegisterTime())) {
-                    throw new BusinessException(tipStr+"第"+i+"项的公司注册日期不能为空");
-                }
-                if (Objects.isNull(dto.getCompanyMobile())) {
-                    throw new BusinessException(tipStr+"第"+i+"项的公司电话不能为空");
-                }
-                if (Objects.isNull(dto.getCompanyMobileCode())) {
-                    throw new BusinessException(tipStr+"第"+i+"项的公司电话区号不能为空");
-                }
-                if (Objects.isNull(dto.getCompanyRegisterRegion())) {
-                    throw new BusinessException(tipStr+"第"+i+"项的公司注册地区不能为空");
-                }
-//                CustomerTypeCompanyCheckCommonDto companyCheckCommonDto = new CustomerTypeCompanyCheckCommonDto();
-//                BeanUtils.copyProperties(dto,companyCheckCommonDto);
-//                //校验客户类型为公司类型的公共参数字段
-//                checkCustomerTypeCompanyCheckCommonDto(companyCheckCommonDto,tipStr);
-            }
-            i++;
-        }
+//                if (StringUtils.isBlank(dto.getGender())) {
+//                    throw new BusinessException(tipStr+"第"+i+"项的性别不能为空");
+//                }
+////                CustomerTypeIndividualCheckCommonDto individualCheckCommonDto = new CustomerTypeIndividualCheckCommonDto();
+////                BeanUtils.copyProperties(dto,individualCheckCommonDto);
+////                checkCustomerTypeIndividualCheckCommonDto(individualCheckCommonDto,tipStr);
+//
+//            }else if (CustomerTypeEnum.COMPANY.getItemValue().equals(dto.getCustomerType())){
+//                //客户类型为公司的字段校验
+//                if (StringUtils.isBlank(dto.getCompanyName())) {
+//                    throw new BusinessException(tipStr+"第"+i+"项的公司名称不能为空");
+//                }
+//                if (StringUtils.isBlank(dto.getCompanyNameEn())) {
+//                    throw new BusinessException(tipStr+"第"+i+"项的公司名称（英文）不能为空");
+//                }
+//                if (StringUtils.isBlank(dto.getCompanyBusinessNo())) {
+//                    throw new BusinessException(tipStr+"第"+i+"项的公司商业登记号码不能为空");
+//                }
+//                if (Objects.isNull(dto.getCompanyRegisterTime())) {
+//                    throw new BusinessException(tipStr+"第"+i+"项的公司注册日期不能为空");
+//                }
+//                if (Objects.isNull(dto.getCompanyMobile())) {
+//                    throw new BusinessException(tipStr+"第"+i+"项的公司电话不能为空");
+//                }
+//                if (Objects.isNull(dto.getCompanyMobileCode())) {
+//                    throw new BusinessException(tipStr+"第"+i+"项的公司电话区号不能为空");
+//                }
+//                if (Objects.isNull(dto.getCompanyRegisterRegion())) {
+//                    throw new BusinessException(tipStr+"第"+i+"项的公司注册地区不能为空");
+//                }
+////                CustomerTypeCompanyCheckCommonDto companyCheckCommonDto = new CustomerTypeCompanyCheckCommonDto();
+////                BeanUtils.copyProperties(dto,companyCheckCommonDto);
+////                //校验客户类型为公司类型的公共参数字段
+////                checkCustomerTypeCompanyCheckCommonDto(companyCheckCommonDto,tipStr);
+//            }
+//            i++;
+//        }
         return Result.success();
     }
 
@@ -631,51 +631,51 @@ public class ApiAppointmentCheckServiceImpl implements ApiAppointmentCheckServic
      * @return
      */
     public Result checkAddApiBeneficiaryInfoDtoList(List<ApiBeneficiaryInfoDto> list){
-        if (CollectionUtils.isEmpty(list)) {
-            //如果对象集合空就放行不校验
-            return Result.success();
-        }
-        String tipStr = "受益人-";
-        //列表下标标记位
-        int i = 1;
-        for (ApiBeneficiaryInfoDto dto : list) {
-            if (StringUtils.isBlank(dto.getCustomerType())) {
-                throw new BusinessException(tipStr+"第"+i+"项的客户类型不能为空");
-            }
-            if (StringUtils.isBlank(dto.getInsurantRel())) {
-                throw new BusinessException(tipStr+"第"+i+"项的与受保人关系不能为空");
-            }
-            if (!Objects.isNull(dto.getId())) {
-                throw new BusinessException(tipStr+"第"+i+"项的受益人信息主键id不传值");
-            }
-//            if (StringUtils.isBlank(dto.getAppointmentBizId())) {
-//                throw new BusinessException(tipStr+"第"+i+"项的预约信息主表唯一业务ID不能为空");
+//        if (CollectionUtils.isEmpty(list)) {
+//            //如果对象集合空就放行不校验
+//            return Result.success();
+//        }
+//        String tipStr = "受益人-";
+//        //列表下标标记位
+//        int i = 1;
+//        for (ApiBeneficiaryInfoDto dto : list) {
+//            if (StringUtils.isBlank(dto.getCustomerType())) {
+//                throw new BusinessException(tipStr+"第"+i+"项的客户类型不能为空");
 //            }
-            if (StringUtils.isNotBlank(dto.getBeneficiaryBizId())) {
-                throw new BusinessException(tipStr+"第"+i+"项的受益人信息表唯一业务ID不传值");
-            }
-
-            if (RelTypeEnum.MYSELF.getItemValue().equals(dto.getInsurantRel())) {
-                //如果对象与受保人关系为本人，就不校验下面的参数，继续循环下一个
-                continue;
-            }
-
-            if (CustomerTypeEnum.INDIVIDUAL.getItemValue().equals(dto.getCustomerType())) {
-                //客户类型为个人的字段校验
-                //校验客户类型为个人类型的公共参数字段
-                CustomerTypeIndividualCheckCommonDto individualCheckCommonDto = new CustomerTypeIndividualCheckCommonDto();
-                BeanUtils.copyProperties(dto,individualCheckCommonDto);
-                checkCustomerTypeIndividualCheckCommonDto(individualCheckCommonDto,tipStr);
-
-            }else if (CustomerTypeEnum.COMPANY.getItemValue().equals(dto.getCustomerType())){
-                //客户类型为公司的字段校验
-                CustomerTypeCompanyCheckCommonDto companyCheckCommonDto = new CustomerTypeCompanyCheckCommonDto();
-                BeanUtils.copyProperties(dto,companyCheckCommonDto);
-                //校验客户类型为公司类型的公共参数字段
-                checkCustomerTypeCompanyCheckCommonDto(companyCheckCommonDto,tipStr);
-            }
-            i++;
-        }
+//            if (StringUtils.isBlank(dto.getInsurantRel())) {
+//                throw new BusinessException(tipStr+"第"+i+"项的与受保人关系不能为空");
+//            }
+//            if (!Objects.isNull(dto.getId())) {
+//                throw new BusinessException(tipStr+"第"+i+"项的受益人信息主键id不传值");
+//            }
+////            if (StringUtils.isBlank(dto.getAppointmentBizId())) {
+////                throw new BusinessException(tipStr+"第"+i+"项的预约信息主表唯一业务ID不能为空");
+////            }
+//            if (StringUtils.isNotBlank(dto.getBeneficiaryBizId())) {
+//                throw new BusinessException(tipStr+"第"+i+"项的受益人信息表唯一业务ID不传值");
+//            }
+//
+//            if (RelTypeEnum.MYSELF.getItemValue().equals(dto.getInsurantRel())) {
+//                //如果对象与受保人关系为本人，就不校验下面的参数，继续循环下一个
+//                continue;
+//            }
+//
+//            if (CustomerTypeEnum.INDIVIDUAL.getItemValue().equals(dto.getCustomerType())) {
+//                //客户类型为个人的字段校验
+//                //校验客户类型为个人类型的公共参数字段
+//                CustomerTypeIndividualCheckCommonDto individualCheckCommonDto = new CustomerTypeIndividualCheckCommonDto();
+//                BeanUtils.copyProperties(dto,individualCheckCommonDto);
+//                checkCustomerTypeIndividualCheckCommonDto(individualCheckCommonDto,tipStr);
+//
+//            }else if (CustomerTypeEnum.COMPANY.getItemValue().equals(dto.getCustomerType())){
+//                //客户类型为公司的字段校验
+//                CustomerTypeCompanyCheckCommonDto companyCheckCommonDto = new CustomerTypeCompanyCheckCommonDto();
+//                BeanUtils.copyProperties(dto,companyCheckCommonDto);
+//                //校验客户类型为公司类型的公共参数字段
+//                checkCustomerTypeCompanyCheckCommonDto(companyCheckCommonDto,tipStr);
+//            }
+//            i++;
+//        }
         return Result.success();
     }
 
@@ -685,45 +685,48 @@ public class ApiAppointmentCheckServiceImpl implements ApiAppointmentCheckServic
      * @return
      */
     public Result checkEditApiBeneficiaryInfoDto(ApiBeneficiaryInfoDto dto){
-        if (!Objects.isNull(dto)) {
-            throw new BusinessException("入参对象不能为空");
-        }
-        String tipStr = "受益人-";
-        if (StringUtils.isBlank(dto.getCustomerType())) {
-            throw new BusinessException(tipStr+"客户类型不能为空");
-        }
-        if (StringUtils.isBlank(dto.getInsurantRel())) {
-            throw new BusinessException(tipStr+"与受保人关系不能为空");
-        }
-        if (Objects.isNull(dto.getId())) {
-            throw new BusinessException(tipStr+"受益人信息主键id不能为空");
-        }
-        if (StringUtils.isBlank(dto.getAppointmentBizId())) {
-            throw new BusinessException(tipStr+"预约信息主表唯一业务ID不能为空");
-        }
         if (StringUtils.isBlank(dto.getBeneficiaryBizId())) {
-            throw new BusinessException(tipStr+"受益人信息表唯一业务ID不能为空");
-        }
-
-        if (RelTypeEnum.MYSELF.getItemValue().equals(dto.getInsurantRel())) {
-            //如果对象与受保人关系为本人，就不校验下面的了
-            return Result.success();
-        }
-
-        if (CustomerTypeEnum.INDIVIDUAL.getItemValue().equals(dto.getCustomerType())) {
-            //客户类型为个人的字段校验
-            //校验客户类型为个人类型的公共参数字段
-            CustomerTypeIndividualCheckCommonDto individualCheckCommonDto = new CustomerTypeIndividualCheckCommonDto();
-            BeanUtils.copyProperties(dto,individualCheckCommonDto);
-            checkCustomerTypeIndividualCheckCommonDto(individualCheckCommonDto,tipStr);
-
-        }else if (CustomerTypeEnum.COMPANY.getItemValue().equals(dto.getCustomerType())){
-            //客户类型为公司的字段校验
-            CustomerTypeCompanyCheckCommonDto companyCheckCommonDto = new CustomerTypeCompanyCheckCommonDto();
-            BeanUtils.copyProperties(dto,companyCheckCommonDto);
-            //校验客户类型为公司类型的公共参数字段
-            checkCustomerTypeCompanyCheckCommonDto(companyCheckCommonDto,tipStr);
+            throw new BusinessException("受益人信息表唯一业务ID不能为空");
         }
+//        if (!Objects.isNull(dto)) {
+//            throw new BusinessException("入参对象不能为空");
+//        }
+//        String tipStr = "受益人-";
+//        if (StringUtils.isBlank(dto.getCustomerType())) {
+//            throw new BusinessException(tipStr+"客户类型不能为空");
+//        }
+//        if (StringUtils.isBlank(dto.getInsurantRel())) {
+//            throw new BusinessException(tipStr+"与受保人关系不能为空");
+//        }
+//        if (Objects.isNull(dto.getId())) {
+//            throw new BusinessException(tipStr+"受益人信息主键id不能为空");
+//        }
+//        if (StringUtils.isBlank(dto.getAppointmentBizId())) {
+//            throw new BusinessException(tipStr+"预约信息主表唯一业务ID不能为空");
+//        }
+//        if (StringUtils.isBlank(dto.getBeneficiaryBizId())) {
+//            throw new BusinessException(tipStr+"受益人信息表唯一业务ID不能为空");
+//        }
+//
+//        if (RelTypeEnum.MYSELF.getItemValue().equals(dto.getInsurantRel())) {
+//            //如果对象与受保人关系为本人，就不校验下面的了
+//            return Result.success();
+//        }
+//
+//        if (CustomerTypeEnum.INDIVIDUAL.getItemValue().equals(dto.getCustomerType())) {
+//            //客户类型为个人的字段校验
+//            //校验客户类型为个人类型的公共参数字段
+//            CustomerTypeIndividualCheckCommonDto individualCheckCommonDto = new CustomerTypeIndividualCheckCommonDto();
+//            BeanUtils.copyProperties(dto,individualCheckCommonDto);
+//            checkCustomerTypeIndividualCheckCommonDto(individualCheckCommonDto,tipStr);
+//
+//        }else if (CustomerTypeEnum.COMPANY.getItemValue().equals(dto.getCustomerType())){
+//            //客户类型为公司的字段校验
+//            CustomerTypeCompanyCheckCommonDto companyCheckCommonDto = new CustomerTypeCompanyCheckCommonDto();
+//            BeanUtils.copyProperties(dto,companyCheckCommonDto);
+//            //校验客户类型为公司类型的公共参数字段
+//            checkCustomerTypeCompanyCheckCommonDto(companyCheckCommonDto,tipStr);
+//        }
         return Result.success();
     }
 
@@ -737,12 +740,12 @@ public class ApiAppointmentCheckServiceImpl implements ApiAppointmentCheckServic
             //如果对象空就放行不校验
             return Result.success();
         }
-        if (!Objects.isNull(dto.getId())) {
-            throw new BusinessException("第二持有人信息表主键id不传值");
-        }
-        if (StringUtils.isNotBlank(dto.getAppointmentBizId())) {
-            throw new BusinessException("预约信息主表唯一业务ID不传值");
-        }
+//        if (!Objects.isNull(dto.getId())) {
+//            throw new BusinessException("第二持有人信息表主键id不传值");
+//        }
+//        if (StringUtils.isNotBlank(dto.getAppointmentBizId())) {
+//            throw new BusinessException("预约信息主表唯一业务ID不传值");
+//        }
         if (StringUtils.isNotBlank(dto.getSecondHolderBizId())) {
             throw new BusinessException("第二持有人信息表唯一业务ID不传值");
         }
@@ -761,12 +764,12 @@ public class ApiAppointmentCheckServiceImpl implements ApiAppointmentCheckServic
             return Result.success();
         }
         if (StringUtils.isNotBlank(dto.getSecondHolderBizId())) {
-            if (Objects.isNull(dto.getId())) {
-                throw new BusinessException("第二持有人信息表主键id不能为空");
-            }
-            if (StringUtils.isBlank(dto.getAppointmentBizId())) {
-                throw new BusinessException("预约信息主表唯一业务ID不能为空");
-            }
+//            if (Objects.isNull(dto.getId())) {
+//                throw new BusinessException("第二持有人信息表主键id不能为空");
+//            }
+//            if (StringUtils.isBlank(dto.getAppointmentBizId())) {
+//                throw new BusinessException("预约信息主表唯一业务ID不能为空");
+//            }
         }
         return Result.success();
     }

yd-csf-api/src/main/java/com/yd/csf/api/service/impl/ApiAppointmentLogServiceImpl.java

+package com.yd.csf.api.service.impl;
+
+import com.yd.common.enums.CommonEnum;
+import com.yd.common.result.Result;
+import com.yd.common.utils.RandomStringGenerator;
+import com.yd.csf.api.service.ApiAppointmentLogService;
+import com.yd.csf.service.model.Appointment;
+import com.yd.csf.service.model.AppointmentLog;
+import com.yd.csf.service.service.IAppointmentLogService;
+import lombok.extern.slf4j.Slf4j;
+import org.springframework.beans.BeanUtils;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.stereotype.Service;
+
+@Service
+@Slf4j
+public class ApiAppointmentLogServiceImpl implements ApiAppointmentLogService {
+
+    @Autowired
+    private IAppointmentLogService iAppointmentLogService;
+
+    /**
+     * 保存预约日志信息
+     * @param appointment
+     * @return
+     */
+    @Override
+    public Result<String> saveAppointmentLog(Appointment appointment) {
+        AppointmentLog appointmentLog = new AppointmentLog();
+        BeanUtils.copyProperties(appointment,appointmentLog);
+        appointmentLog.setAppointmentBizId(appointment.getAppointmentBizId());
+        appointmentLog.setAppointmentLogBizId(RandomStringGenerator.generateBizId16(CommonEnum.UID_TYPE_APPOINTMENT_LOG.getCode()));
+        iAppointmentLogService.saveOrUpdate(appointmentLog);
+        return Result.success(appointmentLog.getAppointmentLogBizId());
+    }
+
+}

yd-csf-api/src/main/java/com/yd/csf/api/service/impl/ApiAppointmentReferrerLogServiceImpl.java

+package com.yd.csf.api.service.impl;
+
+import com.yd.common.enums.CommonEnum;
+import com.yd.common.result.Result;
+import com.yd.common.utils.RandomStringGenerator;
+import com.yd.csf.api.service.ApiAppointmentReferrerLogService;
+import com.yd.csf.feign.dto.appointment.ApiAppointmentReferrerDto;
+import com.yd.csf.service.model.AppointmentReferrerLog;
+import com.yd.csf.service.service.IAppointmentReferrerLogService;
+import lombok.extern.slf4j.Slf4j;
+import org.springframework.beans.BeanUtils;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.stereotype.Service;
+import org.springframework.util.CollectionUtils;
+import java.util.List;
+import java.util.stream.Collectors;
+
+@Slf4j
+@Service
+public class ApiAppointmentReferrerLogServiceImpl implements ApiAppointmentReferrerLogService {
+
+    @Autowired
+    private IAppointmentReferrerLogService iAppointmentReferrerLogService;
+
+    /**
+     * 保存预约-转介人信息日志信息
+     * @param referrerDtoList
+     * @param appointmentLogBizId
+     * @return
+     */
+    @Override
+    public Result saveAppointmentReferrerLogList(List<ApiAppointmentReferrerDto> referrerDtoList,
+                                                 String appointmentLogBizId) {
+        if (CollectionUtils.isEmpty(referrerDtoList)) {
+            return Result.success();
+        }
+        List<AppointmentReferrerLog> saveList = referrerDtoList.stream().map(dto -> {
+            AppointmentReferrerLog log = new AppointmentReferrerLog();
+            BeanUtils.copyProperties(dto,log);
+            log.setAppointmentLogBizId(appointmentLogBizId);
+            log.setAppointmentReferrerLogBizId(RandomStringGenerator.generateBizId16(CommonEnum.UID_TYPE_APPOINTMENT_REFERRER_LOG.getCode()));
+            return log;
+        }).collect(Collectors.toList());
+
+        iAppointmentReferrerLogService.saveOrUpdateBatch(saveList);
+        return Result.success();
+    }
+}

yd-csf-api/src/main/java/com/yd/csf/api/service/impl/ApiAppointmentReferrerServiceImpl.java

+package com.yd.csf.api.service.impl;
+
+import com.yd.common.enums.CommonEnum;
+import com.yd.common.result.Result;
+import com.yd.common.utils.RandomStringGenerator;
+import com.yd.csf.api.service.ApiAppointmentReferrerService;
+import com.yd.csf.feign.dto.appointment.ApiAppointmentReferrerDto;
+import com.yd.csf.service.model.AppointmentReferrer;
+import com.yd.csf.service.service.IAppointmentReferrerService;
+import lombok.extern.slf4j.Slf4j;
+import org.springframework.beans.BeanUtils;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.stereotype.Service;
+import org.springframework.util.CollectionUtils;
+
+import java.util.List;
+import java.util.stream.Collectors;
+
+@Slf4j
+@Service
+public class ApiAppointmentReferrerServiceImpl implements ApiAppointmentReferrerService {
+
+    @Autowired
+    private IAppointmentReferrerService iAppointmentReferrerService;
+
+    /**
+     * 保存预约-转介人信息列表
+     * @param referrerDtoList
+     * @param appointmentBizId
+     * @return
+     */
+    @Override
+    public Result saveAppointmentReferrerList(List<ApiAppointmentReferrerDto> referrerDtoList,
+                                              String appointmentBizId) {
+        if (CollectionUtils.isEmpty(referrerDtoList)) {
+            return Result.success();
+        }
+        //先删后新增
+        iAppointmentReferrerService.delByAppointmentBizId(appointmentBizId);
+
+        //新增
+        List<AppointmentReferrer> saveList = referrerDtoList.stream().map(dto -> {
+            AppointmentReferrer referrer = new AppointmentReferrer();
+            BeanUtils.copyProperties(dto,referrer);
+            referrer.setAppointmentBizId(appointmentBizId);
+            referrer.setAppointmentReferrerBizId(RandomStringGenerator.generateBizId16(CommonEnum.UID_TYPE_APPOINTMENT_REFERRER.getCode()));
+            return referrer;
+        }).collect(Collectors.toList());
+        iAppointmentReferrerService.saveOrUpdateBatch(saveList);
+
+        return Result.success();
+    }
+}

yd-csf-api/src/main/java/com/yd/csf/api/service/impl/ApiAppointmentServiceImpl.java

@@ -15,9 +15,7 @@ import com.yd.csf.api.service.*;
 import com.yd.csf.feign.dto.appointment.*;
 import com.yd.csf.feign.dto.appointmentfile.ApiAppointmentFileDto;
 import com.yd.csf.feign.request.appointment.*;
-import com.yd.csf.feign.response.appointment.ApiAppointmentAddResponse;
-import com.yd.csf.feign.response.appointment.ApiAppointmentDetailResponse;
-import com.yd.csf.feign.response.appointment.ApiAppointmentPageResponse;
+import com.yd.csf.feign.response.appointment.*;
 import com.yd.csf.service.dto.PolicySigner;
 import com.yd.csf.service.enums.AppointmentStatusEnum;
 import com.yd.csf.service.enums.PolicyFollowStatusEnum;
@@ -25,12 +23,15 @@ import com.yd.csf.service.enums.PolicyStatusEnum;
 import com.yd.csf.service.model.*;
 import com.yd.csf.service.service.*;
 import com.yd.csf.service.utils.GSONUtil;
+import com.yd.oss.feign.client.ApiMaterialFeignClient;
+import com.yd.oss.feign.client.ApiRelObjectMaterialFeignClient;
+import com.yd.oss.feign.request.ApiMaterialListRequest;
+import com.yd.oss.feign.request.ApiRelObjectMaterialListAddRequest;
+import com.yd.oss.feign.response.ApiMaterialListResponse;
 import com.yd.question.feign.client.ApiQuestionnairesFeignClient;
-import com.yd.question.feign.dto.ApiAnswerSessionsDto;
 import com.yd.question.feign.request.ApiAnswerSaveRequest;
 import com.yd.question.feign.request.ApiBatchSaveAnswerRequest;
 import com.yd.question.feign.request.ApiObjectSaveRequest;
-import com.yd.question.feign.response.ApiAnswerSaveResponse;
 import lombok.extern.slf4j.Slf4j;
 import org.apache.commons.lang3.StringUtils;
 import org.springframework.beans.BeanUtils;
@@ -45,6 +46,7 @@ import java.util.ArrayList;
 import java.util.Date;
 import java.util.List;
 import java.util.Objects;
+import java.util.stream.Collectors;
 
 /**
  * 预约信息业务实现类
@@ -84,9 +86,39 @@ public class ApiAppointmentServiceImpl implements ApiAppointmentService {
     private FnaService fnaService;
 
     @Autowired
+    private ApiAppointmentReferrerService appointmentReferrerService;
+
+    @Autowired
+    private ApiAppointmentLogService appointmentLogService;
+
+    @Autowired
+    private ApiAppointmentReferrerLogService apiAppointmentReferrerLogService;
+
+    @Autowired
+    private ApiAppointmentUserSignService apiAppointmentUserSignService;
+
+    @Autowired
+    private ApiAppointmentUserSignLogService apiAppointmentUserSignLogService;
+
+    @Autowired
+    private IAppointmentLogService iAppointmentLogService;
+
+    @Autowired
+    private IAppointmentReferrerLogService iAppointmentReferrerLogService;
+
+    @Autowired
+    private IAppointmentUserSignLogService iAppointmentUserSignLogService;
+
+    @Autowired
     private ApiQuestionnairesFeignClient apiQuestionnairesFeignClient;
 
     @Autowired
+    private ApiRelObjectMaterialFeignClient apiRelObjectMaterialFeignClient;
+
+    @Autowired
+    private ApiMaterialFeignClient apiMaterialFeignClient;
+
+    @Autowired
     private PolicyFollowService policyFollowService;
     @Resource
     private PolicyService policyService;
@@ -183,34 +215,38 @@ public class ApiAppointmentServiceImpl implements ApiAppointmentService {
     @Override
     @Transactional(rollbackFor = Exception.class)
     public Result<ApiAppointmentAddResponse> add(ApiAppointmentAddRequest request) {
-        //新增预约入参字段校验（非库校验）
-        apiAppointmentCheckService.checkAddRequest(request);
 
         //新增预约-添加预约信息主表数据 - 预约状态为待预约
-        Result<Appointment> appointmentResult = addAppointmentData(request.getApiAppointmentInfoDto(), AppointmentStatusEnum.DYY.getItemValue());
+        if (Objects.isNull(request.getApiAppointmentInfoDto())) {
+            request.setApiAppointmentInfoDto(new ApiAppointmentInfoDto());
+        }
+        //提交 ——>流转状态为预约中
+        Result<Appointment> appointmentResult = addAppointmentData(request.getApiAppointmentInfoDto(), AppointmentStatusEnum.YYZ.getItemValue());
         Appointment appointment = appointmentResult.getData();
+        //添加预约日志信息
+        Result<String> result = appointmentLogService.saveAppointmentLog(appointment);
+        //添加陪同转介人信息列表
+        appointmentReferrerService.saveAppointmentReferrerList(request.getApiAppointmentInfoDto().getReferrerDtoList(),appointment.getAppointmentBizId());
+        //添加预约-陪同转介人日志信息
+        apiAppointmentReferrerLogService.saveAppointmentReferrerLogList(request.getApiAppointmentInfoDto().getReferrerDtoList(), result.getData());
 
         //添加产品计划信息表数据
         Result<ProductPlan> productPlanResult = apiProductPlanService.addProductPlanData(request.getApiProductPlanInfoDto(), appointment.getAppointmentBizId());
         ProductPlan productPlan = productPlanResult.getData();
         //批量添加产品计划-附加险信息表数据
         apiAdditionalService.batchAddAdditionalData(request.getApiProductPlanInfoDto(), productPlan.getPlanBizId());
-
         //添加投保人信息表数据
         apiPolicyholderService.addPolicyholderData(request.getApiPolicyholderInfoDto(), appointment.getAppointmentBizId());
-
         //添加受保人信息表数据
         apiInsurantService.addInsurantData(request.getApiInsurantInfoDto(), appointment.getAppointmentBizId());
-
         //批量添加受益人信息表数据
         apiBeneficiaryService.batchAddBeneficiaryData(request.getApiBeneficiaryInfoDtoList(), appointment.getAppointmentBizId());
-
         //添加第二持有人信息表数据
         apiSecondHolderService.addSecondHolderData(request.getApiSecondHolderInfoDto(), appointment.getAppointmentBizId());
-
         //新增健康问卷和预约对象关系绑定
         objectSaveJkQuestion(appointment.getAppointmentBizId());
-
+        //新增对象材料关系信息
+        addRelObjectMaterialList(appointment.getAppointmentBizId());
         //预约编号和预约业务id更新到FNA表（提交待预约状态，预约信息的预约业务id和预约编号更新到Fna表的预约业务id和预约编号）
         updateFnaBizIdAndNo(appointment.getFnaBizId(), appointment.getAppointmentBizId(), appointment.getAppointmentNo());
         ApiAppointmentAddResponse response = new ApiAppointmentAddResponse();
@@ -219,6 +255,31 @@ public class ApiAppointmentServiceImpl implements ApiAppointmentService {
     }
 
     /**
+     * 新增对象材料关系信息
+     * @param appointmentBizId
+     * @return
+     */
+    public Result addRelObjectMaterialList(String appointmentBizId) {
+        ApiMaterialListRequest request = new ApiMaterialListRequest();
+        request.setObjectType(CommonEnum.UID_TYPE_APPOINTMENT.getCode());
+        //列表查询-材料基础信息
+        Result<List<ApiMaterialListResponse>> result = apiMaterialFeignClient.list(request);
+        List<String> materialBizIdList = new ArrayList<>();
+        if (!CollectionUtils.isEmpty(result.getData())) {
+            materialBizIdList = result.getData().stream().map(ApiMaterialListResponse::getMaterialBizId).collect(Collectors.toList());
+        }
+        //添加-单个对象和材料列表关系信息
+        ApiRelObjectMaterialListAddRequest addRequest = new ApiRelObjectMaterialListAddRequest();
+        addRequest.setMaterialBizIdList(materialBizIdList);
+        addRequest.setObjectBizId(appointmentBizId);
+        addRequest.setObjectName(CommonEnum.UID_TYPE_APPOINTMENT.getName());
+        addRequest.setObjectTableName(CommonEnum.UID_TYPE_APPOINTMENT.getCode());
+        addRequest.setObjectType(CommonEnum.UID_TYPE_APPOINTMENT.getCode());
+        apiRelObjectMaterialFeignClient.addRelObjectMaterialList(addRequest);
+        return Result.success();
+    }
+
+    /**
      * 提交待预约状态，预约信息更新到Fna表的预约业务id和预约编号
      *
      * @return
@@ -237,7 +298,6 @@ public class ApiAppointmentServiceImpl implements ApiAppointmentService {
 
     /**
      * 新增预约暂存
-     *
      * @param request
      * @return
      */
@@ -247,34 +307,33 @@ public class ApiAppointmentServiceImpl implements ApiAppointmentService {
         if (Objects.isNull(request.getApiAppointmentInfoDto())) {
             request.setApiAppointmentInfoDto(new ApiAppointmentInfoDto());
         }
-        //校验预约信息-客户和fna入参
         apiAppointmentCheckService.checkCustomerAndFna(request.getApiAppointmentInfoDto(), "预约信息-");
 
-        //新增预约暂存-添加预约信息主表数据为暂存状态
-        Result<Appointment> appointmentResult = addAppointmentData(request.getApiAppointmentInfoDto(), AppointmentStatusEnum.ZC.getItemValue());
+        //新增预约暂存-添加预约信息主表数据为待完善状态
+        Result<Appointment> appointmentResult = addAppointmentData(request.getApiAppointmentInfoDto(), AppointmentStatusEnum.DWS.getItemValue());
         Appointment appointment = appointmentResult.getData();
+        //添加预约日志信息
+        Result<String> result = appointmentLogService.saveAppointmentLog(appointment);
+        //添加陪同转介人信息列表
+        appointmentReferrerService.saveAppointmentReferrerList(request.getApiAppointmentInfoDto().getReferrerDtoList(),appointment.getAppointmentBizId());
+        //添加预约-陪同转介人日志信息
+        apiAppointmentReferrerLogService.saveAppointmentReferrerLogList(request.getApiAppointmentInfoDto().getReferrerDtoList(), result.getData());
 
         //添加产品计划信息表数据
         Result<ProductPlan> productPlanResult = apiProductPlanService.addProductPlanData(request.getApiProductPlanInfoDto(), appointment.getAppointmentBizId());
         ProductPlan productPlan = productPlanResult.getData();
         //批量添加产品计划-附加险信息表数据
         apiAdditionalService.batchAddAdditionalData(request.getApiProductPlanInfoDto(), productPlan.getPlanBizId());
-
         //添加投保人信息表数据
         apiPolicyholderService.addPolicyholderData(request.getApiPolicyholderInfoDto(), appointment.getAppointmentBizId());
-
         //添加受保人信息表数据
         apiInsurantService.addInsurantData(request.getApiInsurantInfoDto(), appointment.getAppointmentBizId());
-
         //批量添加受益人信息表数据
         apiBeneficiaryService.batchAddBeneficiaryData(request.getApiBeneficiaryInfoDtoList(), appointment.getAppointmentBizId());
-
         //添加第二持有人信息表数据
         apiSecondHolderService.addSecondHolderData(request.getApiSecondHolderInfoDto(), appointment.getAppointmentBizId());
-
         //预约编号和预约业务id更新到FNA表（提交待预约状态，预约信息的预约业务id和预约编号更新到Fna表的预约业务id和预约编号）
         updateFnaBizIdAndNo(appointment.getFnaBizId(), appointment.getAppointmentBizId(), appointment.getAppointmentNo());
-
         //新增健康问卷和预约对象关系绑定
         objectSaveJkQuestion(appointment.getAppointmentBizId());
 
@@ -317,8 +376,6 @@ public class ApiAppointmentServiceImpl implements ApiAppointmentService {
     @Override
     @Transactional(rollbackFor = Exception.class)
     public Result edit(ApiAppointmentEditRequest request) {
-        //编辑预约入参字段校验（非库校验）
-        apiAppointmentCheckService.checkEditRequest(request);
 
         Integer status = null;
         Appointment appointmentCheck = null;
@@ -326,48 +383,108 @@ public class ApiAppointmentServiceImpl implements ApiAppointmentService {
             //校验预约信息是否存在
             Result<Appointment> result = checkAppointmentIsExist(request.getApiAppointmentInfoDto().getAppointmentBizId());
             appointmentCheck = result.getData();
-            if (AppointmentStatusEnum.ZC.getItemValue().equals(appointmentCheck.getStatus())) {
-                //当前为暂存状态——>提交更新为待预约状态
-                status = AppointmentStatusEnum.DYY.getItemValue();
+            if (AppointmentStatusEnum.DWS.getItemValue().equals(appointmentCheck.getStatus())) {
+                //当前为待完善状态——>状态更新为预约中
+                status = AppointmentStatusEnum.YYZ.getItemValue();
+            }else if (AppointmentStatusEnum.YQX.getItemValue().equals(appointmentCheck.getStatus())) {
+                //当前为已取消状态——>状态更新为预约中
+                status = AppointmentStatusEnum.YYZ.getItemValue();
+            }else if (AppointmentStatusEnum.YYZ.getItemValue().equals(appointmentCheck.getStatus())) {
+                //当前状态为预约中 ——> 状态更新为预约成功 ——> 新增新单跟进记录
+                status = AppointmentStatusEnum.YY_CG.getItemValue();
             }
-//            else if (AppointmentStatusEnum.DYY.getItemValue().equals(appointmentCheck.getStatus())){
-//                if (Objects.isNull(request.getApiAppointmentInfoDto().getConfirmAppointmentTime())) {
-//                    //待预约提交到待签署状态，确定预约时间不能为空
-//                    throw new BusinessException("待预约提交确定预约时间不能为空!");
-//                }
-//                //当前为待预约状态——>提交更新为待签署状态-->到新单跟进
-//                status = AppointmentStatusEnum.DQS.getItemValue();
-//            }
-            //其他状态下都是单纯编辑数据不做状态流转更新
         }
 
         //编辑预约提交-编辑预约信息主表数据
+        if (Objects.isNull(request.getApiAppointmentInfoDto())) {
+            request.setApiAppointmentInfoDto(new ApiAppointmentInfoDto());
+        }
         Result<Appointment> appointmentResult = editAppointmentData(request.getApiAppointmentInfoDto(), status);
         Appointment appointment = appointmentResult.getData();
+        //添加预约日志信息
+        Result<String> result = appointmentLogService.saveAppointmentLog(appointmentResult.getData());
+        //添加陪同转介人信息列表
+        appointmentReferrerService.saveAppointmentReferrerList(request.getApiAppointmentInfoDto().getReferrerDtoList(),appointment.getAppointmentBizId());
+        //添加预约-陪同转介人日志信息
+        apiAppointmentReferrerLogService.saveAppointmentReferrerLogList(request.getApiAppointmentInfoDto().getReferrerDtoList(), result.getData());
+        //添加签单员列表信息
+        apiAppointmentUserSignService.saveAppointmentUserSignList(request.getApiAppointmentInfoDto().getUserSignDtoList(),appointment.getAppointmentBizId());
+        //添加预约-签单员列表信息日志
+        apiAppointmentUserSignLogService.saveAppointmentUserSignLogList(request.getApiAppointmentInfoDto().getUserSignDtoList(),result.getData());
 
         //编辑产品计划信息表数据
         Result<ProductPlan> productPlanResult = apiProductPlanService.editProductPlanData(request.getApiProductPlanInfoDto(), appointment.getAppointmentBizId());
         ProductPlan productPlan = productPlanResult.getData();
         //批量编辑产品计划-附加险信息表数据
         apiAdditionalService.batchEditAdditionalData(request.getApiProductPlanInfoDto(), productPlan.getPlanBizId());
-
         //编辑投保人信息表数据
         apiPolicyholderService.editPolicyholderData(request.getApiPolicyholderInfoDto(), appointment.getAppointmentBizId());
-
         //编辑受保人信息表数据
         apiInsurantService.editInsurantData(request.getApiInsurantInfoDto(), appointment.getAppointmentBizId());
-
         //批量编辑受益人信息表数据
         apiBeneficiaryService.batchEditBeneficiaryData(request.getApiBeneficiaryInfoDtoList(), appointment.getAppointmentBizId());
-
         //编辑第二持有人信息表数据
         apiSecondHolderService.editSecondHolderData(request.getApiSecondHolderInfoDto(), appointment.getAppointmentBizId());
 
-        if (!Objects.isNull(status) && AppointmentStatusEnum.DYY.getItemValue().equals(status)) {
-            //当前为暂存状态——>提交更新为待预约状态需要更新Fna表的编号和业务id完成绑定关联
-            //预约编号和预约业务id更新到FNA表（提交待预约状态，预约信息的预约业务id和预约编号更新到Fna表的预约业务id和预约编号）
+        //远程调用-问卷-答题提交接口
+        if (!CollectionUtils.isEmpty(request.getAnswerSessionsDtoList())) {
+            ApiAnswerSaveRequest answerSaveRequest = new ApiAnswerSaveRequest();
+            answerSaveRequest.setObjectBizId(appointment.getAppointmentBizId());
+            answerSaveRequest.setQuestionnaireBizId("questionnaires_1001");
+            answerSaveRequest.setAnswerSessionsDtoList(request.getAnswerSessionsDtoList());
+            apiQuestionnairesFeignClient.answerSave(answerSaveRequest);
+        }
+
+        if (!Objects.isNull(appointmentCheck) && AppointmentStatusEnum.YYZ.getItemValue().equals(appointmentCheck.getStatus())) {
+            //当前状态为预约中 ——> 状态更新为预约成功 ——> 更新FNA预约业务id和预约编号、新增新单跟进记录
+            //更新FNA预约业务id和预约编号
             updateFnaBizIdAndNo(appointment.getFnaBizId(), appointment.getAppointmentBizId(), appointment.getAppointmentNo());
+            //新增新单跟进记录
+            savePolicyFollow(appointment);
         }
+        return Result.success();
+    }
+
+    /**
+     * 编辑预约暂存 (聚合信息编辑预约暂存)
+     * @param request
+     * @return
+     */
+    @Override
+    public Result editStorage(ApiAppointmentEditStorageRequest request) {
+        //校验预约信息-客户和fna入参
+        apiAppointmentCheckService.checkCustomerAndFna(request.getApiAppointmentInfoDto(), "预约信息-");
+
+        //编辑预约提交-编辑预约信息主表数据
+        if (Objects.isNull(request.getApiAppointmentInfoDto())) {
+            request.setApiAppointmentInfoDto(new ApiAppointmentInfoDto());
+        }
+        Result<Appointment> appointmentResult = editAppointmentData(request.getApiAppointmentInfoDto(), null);
+        Appointment appointment = appointmentResult.getData();
+        //添加预约日志信息
+        Result<String> result = appointmentLogService.saveAppointmentLog(appointmentResult.getData());
+        //添加陪同转介人信息列表
+        appointmentReferrerService.saveAppointmentReferrerList(request.getApiAppointmentInfoDto().getReferrerDtoList(),appointment.getAppointmentBizId());
+        //添加预约-陪同转介人日志信息
+        apiAppointmentReferrerLogService.saveAppointmentReferrerLogList(request.getApiAppointmentInfoDto().getReferrerDtoList(), result.getData());
+        //添加签单员列表信息
+        apiAppointmentUserSignService.saveAppointmentUserSignList(request.getApiAppointmentInfoDto().getUserSignDtoList(),appointment.getAppointmentBizId());
+        //添加预约-签单员列表信息日志
+        apiAppointmentUserSignLogService.saveAppointmentUserSignLogList(request.getApiAppointmentInfoDto().getUserSignDtoList(),result.getData());
+
+        //编辑产品计划信息表数据
+        Result<ProductPlan> productPlanResult = apiProductPlanService.editProductPlanData(request.getApiProductPlanInfoDto(), appointment.getAppointmentBizId());
+        ProductPlan productPlan = productPlanResult.getData();
+        //批量编辑产品计划-附加险信息表数据
+        apiAdditionalService.batchEditAdditionalData(request.getApiProductPlanInfoDto(), productPlan.getPlanBizId());
+        //编辑投保人信息表数据
+        apiPolicyholderService.editPolicyholderData(request.getApiPolicyholderInfoDto(), appointment.getAppointmentBizId());
+        //编辑受保人信息表数据
+        apiInsurantService.editInsurantData(request.getApiInsurantInfoDto(), appointment.getAppointmentBizId());
+        //批量编辑受益人信息表数据
+        apiBeneficiaryService.batchEditBeneficiaryData(request.getApiBeneficiaryInfoDtoList(), appointment.getAppointmentBizId());
+        //编辑第二持有人信息表数据
+        apiSecondHolderService.editSecondHolderData(request.getApiSecondHolderInfoDto(), appointment.getAppointmentBizId());
 
         //远程调用-问卷-答题提交接口
         if (!CollectionUtils.isEmpty(request.getAnswerSessionsDtoList())) {
@@ -377,7 +494,6 @@ public class ApiAppointmentServiceImpl implements ApiAppointmentService {
             answerSaveRequest.setAnswerSessionsDtoList(request.getAnswerSessionsDtoList());
             apiQuestionnairesFeignClient.answerSave(answerSaveRequest);
         }
-
         return Result.success();
     }
 
@@ -391,25 +507,25 @@ public class ApiAppointmentServiceImpl implements ApiAppointmentService {
     @Transactional(rollbackFor = Exception.class)
     public Result editConfirmTime(ApiAppointmentEditConfirmTimeRequest request) {
         //校验预约信息是否存在
-        Result<Appointment> result = checkAppointmentIsExist(request.getAppointmentBizId());
-        Appointment appointment = result.getData();
-        if (!AppointmentStatusEnum.DYY.getItemValue().equals(appointment.getStatus())) {
-            //非待预约状态，不能更新
-            if (AppointmentStatusEnum.ZC.getItemValue().equals(appointment.getStatus())) {
-                //暂存
-                throw new BusinessException("当前为暂存状态，不能提交到新单跟进！");
-            } else {
-                //其他状态
-                throw new BusinessException("你已经提交到新单跟进，不能再次提交！");
-            }
-        }
-        appointment.setConfirmAppointmentTime(request.getConfirmAppointmentTime());
-        //流转到新单跟进（这里的预约状态为待签署）
-        appointment.setStatus(AppointmentStatusEnum.DQS.getItemValue());
-        iAppointmentService.saveOrUpdate(appointment);
-
-        //确定预约时间提交 (流程流转到新单跟进) - 新增新单跟进记录
-        savePolicyFollow(appointment);
+//        Result<Appointment> result = checkAppointmentIsExist(request.getAppointmentBizId());
+//        Appointment appointment = result.getData();
+//        if (!AppointmentStatusEnum.DYY.getItemValue().equals(appointment.getStatus())) {
+//            //非待预约状态，不能更新
+//            if (AppointmentStatusEnum.ZC.getItemValue().equals(appointment.getStatus())) {
+//                //暂存
+//                throw new BusinessException("当前为暂存状态，不能提交到新单跟进！");
+//            } else {
+//                //其他状态
+//                throw new BusinessException("你已经提交到新单跟进，不能再次提交！");
+//            }
+//        }
+//        appointment.setConfirmAppointmentTime(request.getConfirmAppointmentTime());
+//        //流转到新单跟进（这里的预约状态为待签署）
+//        appointment.setStatus(AppointmentStatusEnum.DQS.getItemValue());
+//        iAppointmentService.saveOrUpdate(appointment);
+//
+//        //确定预约时间提交 (流程流转到新单跟进) - 新增新单跟进记录
+//        savePolicyFollow(appointment);
         return Result.success();
     }
 
@@ -478,7 +594,7 @@ public class ApiAppointmentServiceImpl implements ApiAppointmentService {
 //        follow.setPaymentPremium();
         // 保單持有人
         if (apiPolicyholderInfoDto != null) {
-            follow.setPolicyHolder(apiPolicyholderInfoDto.getName());
+            follow.setPolicyHolder(apiPolicyholderInfoDto.getNameCn());
         }
         //TODO 预缴年期
 //        follow.setPrepaidTerm();
@@ -494,7 +610,7 @@ public class ApiAppointmentServiceImpl implements ApiAppointmentService {
         follow.setUserBizId(appointment.getCreatorId());
         if (!Objects.isNull(apiInsurantInfoDto)) {
             // 受保人
-            follow.setInsured(apiInsurantInfoDto.getName());
+            follow.setInsured(apiInsurantInfoDto.getNameCn());
             // 受保人与保單持有人关系
             if ("MYSELF".equals(apiInsurantInfoDto.getPolicyholderRel())) {
                 follow.setInsured(follow.getPolicyHolder());
@@ -503,26 +619,26 @@ public class ApiAppointmentServiceImpl implements ApiAppointmentService {
 
         if (!Objects.isNull(apiProductPlanMainInfoDto)) {
             //币种
-            follow.setCurrency(apiProductPlanMainInfoDto.getCurrency());
+            follow.setCurrency(apiProductPlanMainInfoDto.getPolicyCurrency());
             //生效日期
-            if (!Objects.isNull(apiProductPlanMainInfoDto.getPolicyEffectiveDate())) {
-                follow.setEffectiveDate(Date.from(apiProductPlanMainInfoDto.getPolicyEffectiveDate().atZone(ZoneId.systemDefault()).toInstant()));
-            }
+//            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
             follow.setInitialPremium(apiProductPlanMainInfoDto.getEachIssuePremium());
             //保险公司
             follow.setInsurer(apiProductPlanMainInfoDto.getCompanyName());
             //是否预缴
-            follow.setIsPrepaid(apiProductPlanMainInfoDto.getIsPrepay());
+            follow.setIsPrepaid(Integer.parseInt(apiProductPlanMainInfoDto.getIsPrepay()));
             //供款年期
-            if (StringUtils.isNotBlank(apiProductPlanMainInfoDto.getPaymentTerm())) {
-                follow.setPaymentTerm(Integer.getInteger(apiProductPlanMainInfoDto.getPaymentTerm()));
+            if (StringUtils.isNotBlank(apiProductPlanMainInfoDto.getIssueNumber())) {
+                follow.setPaymentTerm(apiProductPlanMainInfoDto.getIssueNumber());
                 if (follow.getPaymentTerm() == null) {
-                    follow.setPaymentTerm(productPlan.getPaymentTerm());
+                    follow.setPaymentTerm(productPlan.getIssueNumber());
                 }
             }
             //产品名称
-            follow.setProductName(apiProductPlanMainInfoDto.getProductName());
+            follow.setProductName(apiProductPlanMainInfoDto.getProductLaunchName());
             //签单员列表
             setSignerList(follow, appointment);
         }
@@ -631,9 +747,9 @@ public class ApiAppointmentServiceImpl implements ApiAppointmentService {
         for (ApiBeneficiaryInfoDto apiBeneficiaryInfoDto : apiBeneficiaryInfoDtoList) {
             PolicyBeneficiary policyBeneficiary = new PolicyBeneficiary();
             BeanUtils.copyProperties(apiBeneficiaryInfoDto, policyBeneficiary, "addressList");
-            if (!CollectionUtils.isEmpty(apiBeneficiaryInfoDto.getAddressList())) {
-                policyBeneficiary.setAddressList(GSONUtil.toJson(apiBeneficiaryInfoDto.getAddressList()));
-            }
+//            if (!CollectionUtils.isEmpty(apiBeneficiaryInfoDto.getAddressList())) {
+//                policyBeneficiary.setAddressList(GSONUtil.toJson(apiBeneficiaryInfoDto.getAddressList()));
+//            }
             policyBeneficiary.setId(null);
             policyBeneficiary.setPolicyBizId(policyBizId);
             policyBeneficiary.setPolicyBeneficiaryBizId(RandomStringGenerator.generateBizId16("policy_beneficiary"));
@@ -655,7 +771,7 @@ public class ApiAppointmentServiceImpl implements ApiAppointmentService {
         policyInsurant.setId(null);
         policyInsurant.setPolicyBizId(policyBizId);
         policyInsurant.setPolicyInsurantBizId(RandomStringGenerator.generateBizId16("policy_insurant"));
-        policyInsurant.setName(apiInsurantInfoDto.getName());
+        policyInsurant.setName(apiInsurantInfoDto.getNameCn());
 
         return policyInsurantService.saveOrUpdate(policyInsurant);
     }
@@ -672,7 +788,7 @@ public class ApiAppointmentServiceImpl implements ApiAppointmentService {
         policyPolicyholder.setId(null);
         policyPolicyholder.setPolicyBizId(policyBizId);
         policyPolicyholder.setPolicyPolicyholderBizId(RandomStringGenerator.generateBizId16("policy_policyholder"));
-        policyPolicyholder.setName(apiPolicyholderInfoDto.getName());
+        policyPolicyholder.setName(apiPolicyholderInfoDto.getNameCn());
 
         return policyPolicyholderService.saveOrUpdate(policyPolicyholder);
     }
@@ -684,7 +800,7 @@ public class ApiAppointmentServiceImpl implements ApiAppointmentService {
                                String policyBizId,
                                String policyTransfer
     ) {
-        String appointmentBizId = apiProductPlanMainInfoDto.getAppointmentBizId();
+//        String appointmentBizId = apiProductPlanMainInfoDto.getAppointmentBizId();
         String planBizId = apiProductPlanMainInfoDto.getPlanBizId();
         if (productPlan == null) {
             return false;
@@ -699,16 +815,16 @@ public class ApiAppointmentServiceImpl implements ApiAppointmentService {
         policy.setStatus(PolicyStatusEnum.INFORCE.getItemValue());
         // 投保人姓名
         if (Objects.nonNull(apiPolicyholderInfoDto)) {
-            policy.setPolicyHolder(apiPolicyholderInfoDto.getName());
+            policy.setPolicyHolder(apiPolicyholderInfoDto.getNameCn());
         }
         // 被保人姓名
         if (Objects.nonNull(apiInsurantInfoDto)) {
-            policy.setInsured(apiInsurantInfoDto.getName());
+            policy.setInsured(apiInsurantInfoDto.getNameCn());
         }
         // 保额
         policy.setSumInsured(productPlan.getSumInsured());
         // 供款年期
-        policy.setPaymentTerm(productPlan.getPaymentTerm());
+        policy.setPaymentTerm(productPlan.getIssueNumber());
         // 付款频率（字典）
         policy.setPaymentFrequency(productPlan.getPaymentFrequency());
         // 每期保费
@@ -718,7 +834,7 @@ public class ApiAppointmentServiceImpl implements ApiAppointmentService {
         // 保险公司
         policy.setInsurer(productPlan.getCompanyName());
         // 是否预缴
-        policy.setIsPrepaid(productPlan.getIsPrepay());
+        policy.setIsPrepaid(Integer.parseInt(productPlan.getIsPrepay()));
         // 转保声明选项(字典)
         policy.setPolicyTransfer(policyTransfer);
         policy.setInsurer(productPlan.getCompanyName());
@@ -743,7 +859,17 @@ public class ApiAppointmentServiceImpl implements ApiAppointmentService {
         apiAppointmentCheckService.checkEditApiAppointmentInfoDto(apiAppointmentInfoDto);
 
         //编辑预约-编辑预约信息主表数据
-        editAppointmentData(apiAppointmentInfoDto, null);
+        Result<Appointment> appointmentResult = editAppointmentData(apiAppointmentInfoDto, null);
+        //添加预约日志信息
+        Result<String> result = appointmentLogService.saveAppointmentLog(appointmentResult.getData());
+        //添加陪同转介人信息列表
+        appointmentReferrerService.saveAppointmentReferrerList(apiAppointmentInfoDto.getReferrerDtoList(),apiAppointmentInfoDto.getAppointmentBizId());
+        //添加预约-陪同转介人日志信息
+        apiAppointmentReferrerLogService.saveAppointmentReferrerLogList(apiAppointmentInfoDto.getReferrerDtoList(), result.getData());
+        //添加签单员列表信息
+        apiAppointmentUserSignService.saveAppointmentUserSignList(apiAppointmentInfoDto.getUserSignDtoList(),apiAppointmentInfoDto.getAppointmentBizId());
+        //添加预约-签单员列表信息日志
+        apiAppointmentUserSignLogService.saveAppointmentUserSignLogList(apiAppointmentInfoDto.getUserSignDtoList(),result.getData());
         return Result.success();
     }
 
@@ -759,15 +885,20 @@ public class ApiAppointmentServiceImpl implements ApiAppointmentService {
             //预约信息对象不能为空
             throw new BusinessException("预约信息对象不能为空");
         }
+        if (StringUtils.isBlank(dto.getAppointmentBizId())) {
+            throw new BusinessException("预约信息主表唯一业务ID不能为空");
+        }
         //校验预约信息是否存在
         Result<Appointment> result = checkAppointmentIsExist(dto.getAppointmentBizId());
         Appointment appointment = result.getData();
+        String appointmentNo = appointment.getAppointmentNo();
 
         BeanUtils.copyProperties(dto, appointment);
         if (!Objects.isNull(status)) {
             //不为空设置状态
             appointment.setStatus(status);
         }
+        appointment.setAppointmentNo(appointmentNo);
         iAppointmentService.saveOrUpdate(appointment);
         return Result.success(appointment);
     }
@@ -871,6 +1002,23 @@ public class ApiAppointmentServiceImpl implements ApiAppointmentService {
     }
 
     /**
+     * 编辑预约状态
+     * @param request
+     * @return
+     */
+    @Override
+    public Result editStatus(ApiAppointmentEditStatusRequest request) {
+        //校验预约信息是否存在
+        Result<Appointment> result = checkAppointmentIsExist(request.getAppointmentBizId());
+        Appointment appointment = result.getData();
+        if (1 == request.getOprType() || 2 == request.getOprType()) {
+            appointment.setStatus(AppointmentStatusEnum.YYZ.getItemValue());
+        }
+        iAppointmentService.saveOrUpdate(appointment);
+        return Result.success();
+    }
+
+    /**
      * 删除预约信息
      *
      * @param appointmentBizId
@@ -887,6 +1035,56 @@ public class ApiAppointmentServiceImpl implements ApiAppointmentService {
     }
 
     /**
+     * 历史记录 - 签约信息
+     * @param request
+     * @return
+     */
+    @Override
+    public Result<IPage<ApiAppointmentLogPageResponse>> logPage(ApiAppointmentLogPageRequest request) {
+        Page<ApiAppointmentLogPageResponse> page = new Page<>(request.getPageNo(), request.getPageSize());
+        IPage<ApiAppointmentLogPageResponse> iPage = iAppointmentService.logPage(page, request);
+        return Result.success(iPage);
+    }
+
+    /**
+     * 历史记录 - 签约信息 - 详情
+     * @param appointmentLogBizId
+     * @return
+     */
+    @Override
+    public Result<ApiAppointmentLogDetailResponse> logDetail(String appointmentLogBizId) {
+        AppointmentLog appointmentLog = iAppointmentLogService.queryOne(appointmentLogBizId);
+        if (!Objects.isNull(appointmentLog)) {
+            //预约信息日志表信息
+            ApiAppointmentLogDetailResponse response = new ApiAppointmentLogDetailResponse();
+            BeanUtils.copyProperties(appointmentLog,response);
+
+            //预约-转介人信息日志列表
+            List<AppointmentReferrerLog> referrerLogList = iAppointmentReferrerLogService.queryList(appointmentLogBizId);
+            if (!CollectionUtils.isEmpty(referrerLogList)) {
+                List<ApiAppointmentReferrerLogDto> referrerLogDtoList = referrerLogList.stream().map(dto -> {
+                    ApiAppointmentReferrerLogDto logDto = new ApiAppointmentReferrerLogDto();
+                    BeanUtils.copyProperties(dto,logDto);
+                    return logDto;
+                }).collect(Collectors.toList());
+                response.setReferrerLogDtoList(referrerLogDtoList);
+            }
+
+            //预约-签单员信息日志列表
+            List<AppointmentUserSignLog> userSignLogList = iAppointmentUserSignLogService.queryList(appointmentLogBizId);
+            if (!CollectionUtils.isEmpty(userSignLogList)) {
+                List<ApiAppointmentUserSignLogDto> userSignLogDtoList = referrerLogList.stream().map(dto -> {
+                    ApiAppointmentUserSignLogDto logDto = new ApiAppointmentUserSignLogDto();
+                    BeanUtils.copyProperties(dto,logDto);
+                    return logDto;
+                }).collect(Collectors.toList());
+                response.setUserSignLogDtoList(userSignLogDtoList);
+            }
+        }
+        return Result.success();
+    }
+
+    /**
      * 新增健康问卷和预约对象关系绑定
      *
      * @return

yd-csf-api/src/main/java/com/yd/csf/api/service/impl/ApiAppointmentUserSignLogServiceImpl.java

+package com.yd.csf.api.service.impl;
+
+import com.yd.common.enums.CommonEnum;
+import com.yd.common.result.Result;
+import com.yd.common.utils.RandomStringGenerator;
+import com.yd.csf.api.service.ApiAppointmentUserSignLogService;
+import com.yd.csf.feign.dto.appointment.ApiAppointmentUserSignDto;
+import com.yd.csf.service.model.AppointmentUserSignLog;
+import com.yd.csf.service.service.IAppointmentUserSignLogService;
+import lombok.extern.slf4j.Slf4j;
+import org.springframework.beans.BeanUtils;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.stereotype.Service;
+import org.springframework.util.CollectionUtils;
+import java.util.List;
+import java.util.stream.Collectors;
+
+@Slf4j
+@Service
+public class ApiAppointmentUserSignLogServiceImpl implements ApiAppointmentUserSignLogService {
+
+    @Autowired
+    private IAppointmentUserSignLogService iAppointmentUserSignLogService;
+
+    /**
+     * 保存预约签单员列表日志
+     * @param userSignDtoList
+     * @param appointmentLogBizId
+     * @return
+     */
+    @Override
+    public Result saveAppointmentUserSignLogList(List<ApiAppointmentUserSignDto> userSignDtoList,
+                                                 String appointmentLogBizId) {
+        if (CollectionUtils.isEmpty(userSignDtoList)) {
+            return Result.success();
+        }
+        List<AppointmentUserSignLog> saveList = userSignDtoList.stream().map(dto -> {
+            AppointmentUserSignLog log = new AppointmentUserSignLog();
+            BeanUtils.copyProperties(dto,log);
+            log.setAppointmentLogBizId(appointmentLogBizId);
+            log.setAppointmentUserSignLogBizId(RandomStringGenerator.generateBizId16(CommonEnum.UID_TYPE_APPOINTMENT_USER_SIGN_LOG.getCode()));
+            return log;
+        }).collect(Collectors.toList());
+
+        iAppointmentUserSignLogService.saveOrUpdateBatch(saveList);
+        return Result.success();
+    }
+}

yd-csf-api/src/main/java/com/yd/csf/api/service/impl/ApiAppointmentUserSignServiceImpl.java

+package com.yd.csf.api.service.impl;
+
+import com.yd.common.enums.CommonEnum;
+import com.yd.common.result.Result;
+import com.yd.common.utils.RandomStringGenerator;
+import com.yd.csf.api.service.ApiAppointmentUserSignService;
+import com.yd.csf.feign.dto.appointment.ApiAppointmentUserSignDto;
+import com.yd.csf.service.model.AppointmentReferrer;
+import com.yd.csf.service.model.AppointmentUserSign;
+import com.yd.csf.service.service.IAppointmentUserSignService;
+import lombok.extern.slf4j.Slf4j;
+import org.springframework.beans.BeanUtils;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.stereotype.Service;
+import org.springframework.util.CollectionUtils;
+import java.util.List;
+import java.util.stream.Collectors;
+
+@Slf4j
+@Service
+public class ApiAppointmentUserSignServiceImpl implements ApiAppointmentUserSignService {
+
+    @Autowired
+    private IAppointmentUserSignService iAppointmentUserSignService;
+
+    /**
+     * 保存签单员列表信息
+     * @param userSignDtoList
+     * @param appointmentBizId
+     * @return
+     */
+    @Override
+    public Result saveAppointmentUserSignList(List<ApiAppointmentUserSignDto> userSignDtoList, String appointmentBizId) {
+        if (CollectionUtils.isEmpty(userSignDtoList)) {
+            return Result.success();
+        }
+        //先删后新增
+        iAppointmentUserSignService.delByAppointmentBizId(appointmentBizId);
+
+        //新增
+        List<AppointmentUserSign> saveList = userSignDtoList.stream().map(dto -> {
+            AppointmentUserSign userSign = new AppointmentUserSign();
+            BeanUtils.copyProperties(dto,userSign);
+            userSign.setAppointmentBizId(appointmentBizId);
+            userSign.setAppointmentUserSignBizId(RandomStringGenerator.generateBizId16(CommonEnum.UID_TYPE_APPOINTMENT_USER_SIGN.getCode()));
+            return userSign;
+        }).collect(Collectors.toList());
+        iAppointmentUserSignService.saveOrUpdateBatch(saveList);
+
+        return Result.success();
+    }
+}

yd-csf-api/src/main/java/com/yd/csf/api/service/impl/ApiBeneficiaryServiceImpl.java

@@ -54,8 +54,6 @@ public class ApiBeneficiaryServiceImpl implements ApiBeneficiaryService {
             dtoList = list.stream().map(dto -> {
                 ApiBeneficiaryInfoDto infoDto = new ApiBeneficiaryInfoDto();
                 BeanUtils.copyProperties(dto,infoDto);
-                //地址列表
-                infoDto.setAddressList(CommonUtil.getAddressList(dto.getAddressList()));
                 return infoDto;
             }).collect(Collectors.toList());
         }
@@ -74,8 +72,6 @@ public class ApiBeneficiaryServiceImpl implements ApiBeneficiaryService {
         Beneficiary beneficiary = result.getData();
         ApiBeneficiaryInfoDto dto = new ApiBeneficiaryInfoDto();
         BeanUtils.copyProperties(beneficiary,dto);
-        //地址列表
-        dto.setAddressList(CommonUtil.getAddressList(beneficiary.getAddressList()));
         return Result.success(dto);
     }
 
@@ -88,7 +84,7 @@ public class ApiBeneficiaryServiceImpl implements ApiBeneficiaryService {
     public Result add(ApiBeneficiaryInfoDto apiBeneficiaryInfoDto) {
         List<ApiBeneficiaryInfoDto> list = new ArrayList<>();
         list.add(apiBeneficiaryInfoDto);
-        apiAppointmentCheckService.checkAddApiBeneficiaryInfoDtoList(list);
+//        apiAppointmentCheckService.checkAddApiBeneficiaryInfoDtoList(list);
 
         //批量添加受益人信息表数据
         batchAddBeneficiaryData(list,apiBeneficiaryInfoDto.getAppointmentBizId());
@@ -104,10 +100,13 @@ public class ApiBeneficiaryServiceImpl implements ApiBeneficiaryService {
     public Result edit(ApiBeneficiaryInfoDto apiBeneficiaryInfoDto) {
         //编辑预约入参字段校验 - 编辑单个受益人信息字段校验
         apiAppointmentCheckService.checkEditApiBeneficiaryInfoDto(apiBeneficiaryInfoDto);
-        List<ApiBeneficiaryInfoDto> list = new ArrayList<>();
-        list.add(apiBeneficiaryInfoDto);
-        //批量编辑受益人信息表数据
-        batchEditBeneficiaryData(list,apiBeneficiaryInfoDto.getAppointmentBizId());
+        //校验受益人信息是否存在
+        Result<Beneficiary> result = checkBeneficiaryIsExist(apiBeneficiaryInfoDto.getBeneficiaryBizId());
+        Beneficiary beneficiary = result.getData();
+        BeanUtils.copyProperties(apiBeneficiaryInfoDto,beneficiary);
+        beneficiary.setId(result.getData().getId());
+        beneficiary.setAppointmentBizId(result.getData().getAppointmentBizId());
+        iBeneficiaryService.saveOrUpdate(beneficiary);
         return Result.success();
     }
 
@@ -160,8 +159,6 @@ public class ApiBeneficiaryServiceImpl implements ApiBeneficiaryService {
             beneficiary.setBeneficiaryBizId(RandomStringGenerator.generateBizId16(CommonEnum.UID_TYPE_BENEFICIARY.getCode()));
             //预约信息主表唯一业务ID
             beneficiary.setAppointmentBizId(appointmentBizId);
-            //地址列表（json串）
-            beneficiary.setAddressList(CommonUtil.getAddressListJsonStr(dto.getAddressList()));
             return beneficiary;
         }).collect(Collectors.toList());
 
@@ -177,68 +174,23 @@ public class ApiBeneficiaryServiceImpl implements ApiBeneficiaryService {
      * @return
      */
     @Override
-    public Result batchEditBeneficiaryData(List<ApiBeneficiaryInfoDto> list,
-                                           String appointmentBizId) {
-
+    public Result batchEditBeneficiaryData(List<ApiBeneficiaryInfoDto> list,String appointmentBizId) {
         if (CollectionUtils.isEmpty(list)){
             //为空放行
             return Result.success();
         }
-
-//        //获取不为空的受益人信息表唯一业务ID列表
-//        List<String> beneficiaryBizIdList = list.stream()
-//                .filter(dto -> StringUtils.isNotBlank(dto.getBeneficiaryBizId()))
-//                .map(ApiBeneficiaryInfoDto::getBeneficiaryBizId)
-//                .collect(Collectors.toList());
-//
-//        if (!CollectionUtils.isEmpty(beneficiaryBizIdList)) {
-//            //入参的受益人业务id列表至少一个不为空就走表数据校验，全部为空是全部新增操作，不走表数据校验
-//
-//            //根据受益人信息表唯一业务ID列表查询表里面的列表信息
-//            List<Beneficiary> beneficiarys = iBeneficiaryService.queryList(BeneficiaryDto.builder()
-//                    .beneficiaryBizIdList(beneficiaryBizIdList).build());
-//
-//            //过滤入参的受益人列表信息在表里不存在的集合，然后抛出这些不存在的列表信息
-//            // 提取 existingBeneficiaryBizIds：从 beneficiarys 中获取所有已存在的 beneficiaryBizId 集合
-//            Set<String> existingBeneficiaryBizIds = beneficiarys.stream()
-//                    .map(Beneficiary::getBeneficiaryBizId)
-//                    .collect(Collectors.toSet());
-//            // 过滤 list：保留 beneficiaryBizId 不在 existingBeneficiaryBizIds 中的对象
-//            List<ApiBeneficiaryInfoDto> filteredList = list.stream()
-//                    .filter(dto -> StringUtils.isNotBlank(dto.getBeneficiaryBizId()) && !existingBeneficiaryBizIds.contains(dto.getBeneficiaryBizId()))
-//                    .collect(Collectors.toList());
-//            if (!CollectionUtils.isEmpty(filteredList)) {
-//                //入参对象列表中有传值的业务id在库中不存在的对象，提示
-//                List<String> beneficiaryProductNameList = filteredList
-//                        .stream()
-//                        .map(ApiBeneficiaryInfoDto::getName)
-//                        .collect(Collectors.toList());
-//                throw new BusinessException("以下是在库里不存在的受益人数据的名字："+String.join(" ；",beneficiaryProductNameList));
-//            }
-//        }
-
         //先删后增加
         iBeneficiaryService.del(appointmentBizId);
-
-        //构造需要新增或者更新数据的对象集合
-        List<Beneficiary> updateList = list.stream().map(dto -> {
+        //新增
+        List<Beneficiary> saveList = list.stream().map(dto -> {
             Beneficiary beneficiary = new Beneficiary();
             BeanUtils.copyProperties(dto,beneficiary);
             beneficiary.setAppointmentBizId(appointmentBizId);
-            if (StringUtils.isBlank(dto.getBeneficiaryBizId())) {
-                //为空表示新增数据
-                //生成受益人信息表唯一业务ID
-                beneficiary.setBeneficiaryBizId(RandomStringGenerator.generateBizId16(CommonEnum.UID_TYPE_BENEFICIARY.getCode()));
-            }
-            //地址列表（json串）
-            beneficiary.setAddressList(CommonUtil.getAddressListJsonStr(dto.getAddressList()));
-            beneficiary.setId(null);
+            beneficiary.setBeneficiaryBizId(RandomStringGenerator.generateBizId16(CommonEnum.UID_TYPE_BENEFICIARY.getCode()));
             return beneficiary;
         }).collect(Collectors.toList());
-
-        //批量新增或者更新
-        iBeneficiaryService.saveOrUpdateBatch(updateList);
-
+        //批量新增
+        iBeneficiaryService.saveOrUpdateBatch(saveList);
         return Result.success();
     }
 

yd-csf-api/src/main/java/com/yd/csf/api/service/impl/ApiCsfCommonServiceImpl.java

+package com.yd.csf.api.service.impl;
+
+import com.yd.common.result.Result;
+import com.yd.csf.api.service.ApiCsfCommonService;
+import com.yd.csf.feign.request.common.ApiCsfCalculateRequest;
+import com.yd.csf.feign.response.common.ApiCsfCalculateResponse;
+import lombok.extern.slf4j.Slf4j;
+import net.sourceforge.pinyin4j.PinyinHelper;
+import net.sourceforge.pinyin4j.format.HanyuPinyinCaseType;
+import net.sourceforge.pinyin4j.format.HanyuPinyinOutputFormat;
+import net.sourceforge.pinyin4j.format.HanyuPinyinToneType;
+import net.sourceforge.pinyin4j.format.exception.BadHanyuPinyinOutputFormatCombination;
+import org.springframework.beans.BeanUtils;
+import org.springframework.stereotype.Service;
+import org.apache.commons.lang3.StringUtils;
+import java.time.LocalDate;
+import java.time.Period;
+import java.time.format.DateTimeFormatter;
+import java.util.ArrayList;
+import java.util.List;
+import java.util.regex.Pattern;
+
+@Slf4j
+@Service
+public class ApiCsfCommonServiceImpl implements ApiCsfCommonService {
+
+    // 身份证号码正则表达式（15位或18位）
+    private static final Pattern ID_CARD_PATTERN = Pattern.compile("(^\\d{15}$)|(^\\d{17}([0-9]|X|x)$)");
+    // 日期格式
+    private static final DateTimeFormatter DATE_FORMATTER = DateTimeFormatter.ofPattern("yyyy-MM-dd");
+
+    /**
+     * 计算-字段值
+     * @param request
+     * @return
+     */
+    @Override
+    public Result<List<ApiCsfCalculateResponse>> calculate(ApiCsfCalculateRequest request) {
+        List<ApiCsfCalculateResponse> responses = new ArrayList<>();
+        try {
+            // 参数校验
+            if (request == null) {
+                return Result.fail("请求参数不能为空");
+            }
+
+            if (request.getCalculateType() == null) {
+                return Result.fail("计算类型不能为空");
+            }
+
+            // 创建响应对象
+            ApiCsfCalculateResponse response = new ApiCsfCalculateResponse();
+            response.setCalculateType(request.getCalculateType());
+            response.setRequestValue(request.getRequestValue());
+            response.setRequestValueList(request.getRequestValueList());
+
+            String result;
+            switch (request.getCalculateType()) {
+                case 1:
+                    // 1-通过中文自动加载全部大写的拼音
+                    result = calculatePinyin(request.getRequestValue());
+                    response.setResponseValue(result);
+                    responses.add(response);
+                    break;
+                case 2:
+                    // 2-身份证号码计算性别
+                    result = calculateGenderFromIdCard(request.getRequestValue());
+                    response.setResponseValue(result);
+                    responses.add(response);
+                    break;
+                case 3:
+                    // 3-身份证号码计算生日
+                    result = calculateBirthdayFromIdCard(request.getRequestValue());
+                    response.setResponseValue(result);
+                    responses.add(response);
+                    break;
+                case 4:
+                    // 4-生日计算年龄
+                    result = calculateAgeFromBirthday(request.getRequestValue());
+                    response.setResponseValue(result);
+                    responses.add(response);
+                    break;
+                case 5:
+                    // 5-身高和体重计算BMI指数
+                    result = calculateBMI(request.getRequestValueList());
+                    response.setResponseValue(result);
+                    responses.add(response);
+                    break;
+                case 6:
+                    // 6-身份证号码计算性别/生日/年龄
+                    //性别
+                    ApiCsfCalculateResponse response1 = new ApiCsfCalculateResponse();
+                    //生日
+                    ApiCsfCalculateResponse response2 = new ApiCsfCalculateResponse();
+                    //年龄
+                    ApiCsfCalculateResponse response3 = new ApiCsfCalculateResponse();
+                    BeanUtils.copyProperties(request,response1);
+                    response1.setCalculateType(2);
+                    response1.setRequestValue(calculateGenderFromIdCard(request.getRequestValue()));
+                    responses.add(response1);
+                    BeanUtils.copyProperties(request,response2);
+                    response2.setCalculateType(3);
+                    response2.setRequestValue(calculateBirthdayFromIdCard(request.getRequestValue()));
+                    responses.add(response2);
+                    BeanUtils.copyProperties(request,response3);
+                    response3.setCalculateType(4);
+                    response3.setRequestValue(calculateAgeFromBirthday(request.getRequestValue()));
+                    responses.add(response3);
+                    break;
+                default:
+                    return Result.fail("不支持的计算类型: " + request.getCalculateType());
+            }
+
+            return Result.success(responses);
+        } catch (Exception e) {
+            log.error("计算服务异常: ", e);
+            return Result.fail("计算失败: " + e.getMessage());
+        }
+    }
+
+    /**
+     * 通过中文自动加载全部大写的拼音
+     * @param chinese
+     * @return
+     */
+    private String calculatePinyin(String chinese) {
+        if (StringUtils.isBlank(chinese)) {
+            throw new IllegalArgumentException("中文内容不能为空");
+        }
+
+        // 中文转拼音
+        return convertChineseToPinyin(chinese).toUpperCase();
+    }
+
+    /**
+     * 身份证号码计算性别
+     * @param idCard
+     * @return
+     */
+    private String calculateGenderFromIdCard(String idCard) {
+        if (StringUtils.isBlank(idCard)) {
+            throw new IllegalArgumentException("身份证号码不能为空");
+        }
+
+        if (!ID_CARD_PATTERN.matcher(idCard).matches()) {
+            throw new IllegalArgumentException("身份证号码格式不正确");
+        }
+
+        // 获取性别位
+        String genderCode;
+        if (idCard.length() == 15) {
+            // 15位身份证：最后一位是性别位（奇数为男，偶数为女）
+            genderCode = idCard.substring(14, 15);
+        } else {
+            // 18位身份证：倒数第二位是性别位（奇数为男，偶数为女）
+            genderCode = idCard.substring(16, 17);
+        }
+
+        int code = Integer.parseInt(genderCode);
+        return code % 2 == 1 ? "男" : "女";
+    }
+
+    /**
+     * 身份证号码计算生日
+     * @param idCard
+     * @return
+     */
+    private String calculateBirthdayFromIdCard(String idCard) {
+        if (StringUtils.isBlank(idCard)) {
+            throw new IllegalArgumentException("身份证号码不能为空");
+        }
+
+        if (!ID_CARD_PATTERN.matcher(idCard).matches()) {
+            throw new IllegalArgumentException("身份证号码格式不正确");
+        }
+
+        String birthdayStr;
+        if (idCard.length() == 15) {
+            // 15位身份证：第7-12位是生日（yyMMdd）
+            birthdayStr = "19" + idCard.substring(6, 12);
+        } else {
+            // 18位身份证：第7-14位是生日（yyyyMMdd）
+            birthdayStr = idCard.substring(6, 14);
+        }
+
+        // 格式化为yyyy-MM-dd
+        try {
+            LocalDate birthday = LocalDate.parse(birthdayStr,
+                    DateTimeFormatter.ofPattern("yyyyMMdd"));
+            return birthday.format(DATE_FORMATTER);
+        } catch (Exception e) {
+            throw new IllegalArgumentException("身份证生日信息异常: " + birthdayStr);
+        }
+    }
+
+    /**
+     * 生日计算年龄
+     * @param birthday
+     * @return
+     */
+    private String calculateAgeFromBirthday(String birthday) {
+        if (StringUtils.isBlank(birthday)) {
+            throw new IllegalArgumentException("生日不能为空");
+        }
+
+        try {
+            LocalDate birthDate = LocalDate.parse(birthday, DATE_FORMATTER);
+            LocalDate currentDate = LocalDate.now();
+
+            if (birthDate.isAfter(currentDate)) {
+                throw new IllegalArgumentException("生日日期不能晚于当前日期");
+            }
+
+            Period period = Period.between(birthDate, currentDate);
+            return String.valueOf(period.getYears());
+        } catch (Exception e) {
+            throw new IllegalArgumentException("生日格式不正确，应为yyyy-MM-dd格式");
+        }
+    }
+
+    /**
+     * 身高和体重计算BMI指数
+     * @param requestValueList
+     * @return
+     */
+    private String calculateBMI(List<String> requestValueList) {
+        if (requestValueList == null || requestValueList.size() < 2) {
+            throw new IllegalArgumentException("身高和体重参数不能为空");
+        }
+
+        try {
+            // 身高（米）和体重（千克）
+            double height = Double.parseDouble(requestValueList.get(0));
+            double weight = Double.parseDouble(requestValueList.get(1));
+
+            if (height <= 0 || weight <= 0) {
+                throw new IllegalArgumentException("身高和体重必须为正数");
+            }
+
+            if (height > 3) {
+                // 如果身高输入的是厘米，转换为米
+                height = height / 100;
+            }
+
+            double bmi = weight / (height * height);
+
+            // 保留两位小数
+            return String.format("%.2f", bmi);
+        } catch (NumberFormatException e) {
+            throw new IllegalArgumentException("身高和体重必须是有效数字");
+        }
+    }
+
+    /**
+     * 中文转拼音辅助方法
+     * @param chinese
+     * @return
+     */
+    private String convertChineseToPinyin(String chinese) {
+        HanyuPinyinOutputFormat format = new HanyuPinyinOutputFormat();
+        format.setCaseType(HanyuPinyinCaseType.UPPERCASE);
+        format.setToneType(HanyuPinyinToneType.WITHOUT_TONE);
+
+        StringBuilder pinyin = new StringBuilder();
+        for (char c : chinese.toCharArray()) {
+            if (Character.toString(c).matches("[\\u4E00-\\u9FA5]")) {
+                try {
+                    String[] pinyinArray = PinyinHelper.toHanyuPinyinStringArray(c, format);
+                    if (pinyinArray != null && pinyinArray.length > 0) {
+                        pinyin.append(pinyinArray[0]);
+                    }
+                } catch (BadHanyuPinyinOutputFormatCombination e) {
+                    pinyin.append(c);
+                }
+            } else {
+                pinyin.append(c);
+            }
+        }
+        return pinyin.toString();
+    }
+
+
+}

yd-csf-api/src/main/java/com/yd/csf/api/service/impl/ApiInsurantServiceImpl.java

@@ -9,10 +9,13 @@ import com.yd.csf.api.service.ApiAppointmentCheckService;
 import com.yd.csf.api.service.ApiInsurantService;
 import com.yd.csf.feign.dto.appointment.ApiInsurantInfoDto;
 import com.yd.csf.feign.utils.CommonUtil;
+import com.yd.csf.feign.enums.RelTypeEnum;
 import com.yd.csf.service.model.Insurant;
 import com.yd.csf.service.model.Policyholder;
 import com.yd.csf.service.service.IInsurantService;
+import com.yd.csf.service.service.IPolicyholderService;
 import lombok.extern.slf4j.Slf4j;
+import org.apache.commons.lang3.StringUtils;
 import org.springframework.beans.BeanUtils;
 import org.springframework.beans.factory.annotation.Autowired;
 import org.springframework.stereotype.Service;
@@ -29,6 +32,9 @@ public class ApiInsurantServiceImpl implements ApiInsurantService {
     private IInsurantService iInsurantService;
 
     @Autowired
+    private IPolicyholderService iPolicyholderService;
+
+    @Autowired
     private ApiAppointmentCheckService apiAppointmentCheckService;
 
     /**
@@ -61,7 +67,7 @@ public class ApiInsurantServiceImpl implements ApiInsurantService {
         apiAppointmentCheckService.checkEditApiInsurantInfoDto(apiInsurantInfoDto);
 
         //编辑受保人信息表数据
-        editInsurantData(apiInsurantInfoDto,apiInsurantInfoDto.getAppointmentBizId());
+//        editInsurantData(apiInsurantInfoDto,apiInsurantInfoDto.getAppointmentBizId());
         return Result.success();
     }
 
@@ -77,8 +83,21 @@ public class ApiInsurantServiceImpl implements ApiInsurantService {
             //为空设置，方便新建暂存公用方法
             dto = new ApiInsurantInfoDto();
         }
-        //受保人信息信息
         Insurant insurant = new Insurant();
+        //与投保人关系
+        if (RelTypeEnum.MYSELF.getItemValue().equals(dto.getPolicyholderRel())) {
+            //与投保人关系如果是本人，直接查询投保人信息表新增数据到受保人信息表中
+            Policyholder policyholder = iPolicyholderService.queryOne(appointmentBizId,"");
+            if (!Objects.isNull(policyholder)) {
+                BeanUtils.copyProperties(policyholder,insurant);
+                insurant.setId(null);
+                insurant.setAppointmentBizId(appointmentBizId);
+                insurant.setInsurantBizId(RandomStringGenerator.generateBizId16(CommonEnum.UID_TYPE_INSURANT.getCode()));
+                iInsurantService.saveOrUpdate(insurant);
+                return Result.success(insurant);
+            }
+        }
+        //受保人信息信息
         BeanUtils.copyProperties(dto,insurant);
         //生成受保人信息表唯一业务ID
         insurant.setInsurantBizId(RandomStringGenerator.generateBizId16(CommonEnum.UID_TYPE_INSURANT.getCode()));
@@ -102,10 +121,26 @@ public class ApiInsurantServiceImpl implements ApiInsurantService {
             //受保人信息对象不能为空
             throw new BusinessException("受保人信息不能为空");
         }
-
+        if (StringUtils.isBlank(dto.getInsurantBizId())) {
+            throw new BusinessException("受保人信息表唯一业务ID不能为空");
+        }
         Result<Insurant> result = checkInsurantIsExist(dto.getInsurantBizId());
         //受保人信息信息
         Insurant insurant = result.getData();
+
+        //与投保人关系
+        if (RelTypeEnum.MYSELF.getItemValue().equals(dto.getPolicyholderRel())) {
+            //与投保人关系如果是本人，直接查询投保人信息表更新数据到受保人信息表中
+            Policyholder policyholder = iPolicyholderService.queryOne(appointmentBizId,"");
+            if (!Objects.isNull(policyholder)) {
+                BeanUtils.copyProperties(policyholder,insurant);
+                insurant.setId(result.getData().getId());
+                insurant.setAppointmentBizId(appointmentBizId);
+                iInsurantService.saveOrUpdate(insurant);
+                return Result.success(insurant);
+            }
+        }
+
         BeanUtils.copyProperties(dto,insurant);
         //预约信息主表唯一业务ID
         insurant.setAppointmentBizId(appointmentBizId);

yd-csf-api/src/main/java/com/yd/csf/api/service/impl/ApiPolicyholderServiceImpl.java

@@ -12,6 +12,7 @@ import com.yd.csf.feign.utils.CommonUtil;
 import com.yd.csf.service.model.Policyholder;
 import com.yd.csf.service.service.IPolicyholderService;
 import lombok.extern.slf4j.Slf4j;
+import org.apache.commons.lang3.StringUtils;
 import org.springframework.beans.BeanUtils;
 import org.springframework.beans.factory.annotation.Autowired;
 import org.springframework.stereotype.Service;
@@ -60,7 +61,7 @@ public class ApiPolicyholderServiceImpl implements ApiPolicyholderService {
         //编辑预约入参字段校验 - 投保人信息字段校验
         apiAppointmentCheckService.checkEditApiPolicyholderInfoDto(apiPolicyholderInfoDto);
         //编辑投保人信息表数据
-        editPolicyholderData(apiPolicyholderInfoDto,apiPolicyholderInfoDto.getAppointmentBizId());
+//        editPolicyholderData(apiPolicyholderInfoDto,apiPolicyholderInfoDto.getAppointmentBizId());
         return Result.success();
     }
 
@@ -101,6 +102,9 @@ public class ApiPolicyholderServiceImpl implements ApiPolicyholderService {
             //投保人信息对象不能为空
             throw new BusinessException("投保人信息对象不能为空");
         }
+        if (StringUtils.isBlank(dto.getPolicyholderBizId())) {
+            throw new BusinessException("投保人信息表唯一业务ID不能为空");
+        }
         //校验投保人信息是否存在
         Result<Policyholder> result = checkPolicyholderIsExist(dto.getPolicyholderBizId());
         Policyholder policyholder = result.getData();

yd-csf-api/src/main/java/com/yd/csf/api/service/impl/ApiProductPlanServiceImpl.java

@@ -14,6 +14,7 @@ import com.yd.csf.feign.dto.appointment.ApiProductPlanMainInfoDto;
 import com.yd.csf.service.model.ProductPlan;
 import com.yd.csf.service.service.IProductPlanService;
 import lombok.extern.slf4j.Slf4j;
+import org.apache.commons.lang3.StringUtils;
 import org.springframework.beans.BeanUtils;
 import org.springframework.beans.factory.annotation.Autowired;
 import org.springframework.stereotype.Service;
@@ -85,11 +86,11 @@ public class ApiProductPlanServiceImpl implements ApiProductPlanService {
 
         ApiProductPlanInfoDto productPlanInfoDto = new ApiProductPlanInfoDto();
         productPlanInfoDto.setApiProductPlanMainInfoDto(apiProductPlanMainInfoDto);
-        Result<ProductPlan> result = editProductPlanData(productPlanInfoDto,apiProductPlanMainInfoDto.getAppointmentBizId());
+//        Result<ProductPlan> result = editProductPlanData(productPlanInfoDto,apiProductPlanMainInfoDto.getAppointmentBizId());
         String planBizId = "";
-        if (!Objects.isNull(result.getData())) {
-            planBizId = result.getData().getPlanBizId();
-        }
+//        if (!Objects.isNull(result.getData())) {
+//            planBizId = result.getData().getPlanBizId();
+//        }
         return Result.success(planBizId);
     }
 
@@ -147,6 +148,12 @@ public class ApiProductPlanServiceImpl implements ApiProductPlanService {
             //不能为空
             throw new BusinessException("产品计划主信息对象不能为空");
         }
+        if (!Objects.isNull(productPlanInfoDto)
+                && !Objects.isNull(productPlanInfoDto.getApiProductPlanMainInfoDto())
+                && StringUtils.isNotBlank(productPlanInfoDto.getApiProductPlanMainInfoDto().getPlanBizId())){
+            //不能为空
+            throw new BusinessException("产品计划信息表唯一业务ID不能为空");
+        }
         //产品计划主信息
         ApiProductPlanMainInfoDto dto = productPlanInfoDto.getApiProductPlanMainInfoDto();
         Result<ProductPlan> result = checkProductPlanIsExist(dto.getPlanBizId());

yd-csf-api/src/main/java/com/yd/csf/api/service/impl/ApiSecondHolderServiceImpl.java

@@ -60,7 +60,7 @@ public class ApiSecondHolderServiceImpl implements ApiSecondHolderService {
         if (Objects.isNull(apiSecondHolderInfoDto)) {
             apiSecondHolderInfoDto = new ApiSecondHolderInfoDto();
         }
-        editSecondHolderData(apiSecondHolderInfoDto,apiSecondHolderInfoDto.getAppointmentBizId());
+//        editSecondHolderData(apiSecondHolderInfoDto,apiSecondHolderInfoDto.getAppointmentBizId());
         return Result.success();
     }
 

yd-csf-feign/pom.xml

@@ -41,5 +41,11 @@
             <artifactId>yd-user-feign</artifactId>
             <version>${project.version}</version>
         </dependency>
+
+        <dependency>
+            <groupId>com.yd</groupId>
+            <artifactId>yd-base-feign</artifactId>
+            <version>${project.version}</version>
+        </dependency>
     </dependencies>
 </project>

yd-csf-feign/src/main/java/com/yd/csf/feign/client/appointment/ApiAppointmentFeignClient.java

@@ -7,6 +7,7 @@ import com.yd.csf.feign.fallback.appointment.ApiAppointmentFeignFallbackFactory;
 import com.yd.csf.feign.request.appointment.*;
 import com.yd.csf.feign.response.appointment.ApiAppointmentAddResponse;
 import com.yd.csf.feign.response.appointment.ApiAppointmentDetailResponse;
+import com.yd.csf.feign.response.appointment.ApiAppointmentLogDetailResponse;
 import org.springframework.cloud.openfeign.FeignClient;
 import org.springframework.validation.annotation.Validated;
 import org.springframework.web.bind.annotation.*;
@@ -57,7 +58,7 @@ public interface ApiAppointmentFeignClient {
      * @return
      */
     @PostMapping("/add/storage")
-    Result addStorage(@Validated @RequestBody ApiAppointmentAddStorageRequest request);
+    Result addStorage(@RequestBody ApiAppointmentAddStorageRequest request);
 
     /**
      * 编辑预约提交 (聚合信息编辑预约提交)
@@ -68,6 +69,14 @@ public interface ApiAppointmentFeignClient {
     Result edit(@Validated @RequestBody ApiAppointmentEditRequest request);
 
     /**
+     * 编辑预约暂存 (聚合信息编辑预约暂存)
+     * @param request
+     * @return
+     */
+    @PutMapping("/edit/storage")
+    Result editStorage(@RequestBody ApiAppointmentEditStorageRequest request);
+
+    /**
      * 确定预约时间提交 (流程流转到新单跟进)
      * @param request
      * @return
@@ -124,10 +133,35 @@ public interface ApiAppointmentFeignClient {
     Result editPolicyTransfer(@Validated @RequestBody ApiPolicyTransferRequest request);
 
     /**
+     * 编辑预约状态
+     * @param request
+     * @return
+     */
+    @PutMapping("/edit/status")
+    Result editStatus(@Validated @RequestBody ApiAppointmentEditStatusRequest request);
+
+    /**
      * 删除预约信息
      * @param appointmentBizId
      * @return
      */
     @DeleteMapping("/del")
     Result del(@NotBlank(message = "预约信息主表唯一业务ID不能为空") @RequestParam(value = "appointmentBizId") String appointmentBizId);
+
+    /**
+     * 历史记录 - 签约信息
+     * @param request
+     * @return
+     */
+    @PostMapping("/log/page")
+    Result logPage(@Validated @RequestBody ApiAppointmentLogPageRequest request);
+
+    /**
+     * 历史记录 - 签约信息 - 详情
+     * @param appointmentLogBizId
+     * @return
+     */
+    @GetMapping("/log/detail")
+    Result<ApiAppointmentLogDetailResponse> logDetail(@NotBlank(message = "预约信息日志表唯一业务ID不能为空") @RequestParam(value = "appointmentLogBizId") String appointmentLogBizId);
+
 }

yd-csf-feign/src/main/java/com/yd/csf/feign/client/common/ApiCsfCommonFeignClient.java

+package com.yd.csf.feign.client.common;
+
+import com.yd.common.result.Result;
+import com.yd.csf.feign.fallback.common.ApiCsfCommonFeignFallbackFactory;
+import com.yd.csf.feign.request.common.ApiCsfCalculateRequest;
+import com.yd.csf.feign.response.common.ApiCsfCalculateResponse;
+import org.springframework.cloud.openfeign.FeignClient;
+import org.springframework.validation.annotation.Validated;
+import org.springframework.web.bind.annotation.PostMapping;
+import org.springframework.web.bind.annotation.RequestBody;
+
+import java.util.List;
+
+/**
+ * 香港保险服务-公共接口信息Feign客户端
+ */
+@FeignClient(name = "yd-csf-api", fallbackFactory = ApiCsfCommonFeignFallbackFactory.class)
+public interface ApiCsfCommonFeignClient {
+
+    /**
+     * 计算-字段值
+     * @param request
+     * @return
+     */
+    @PostMapping("/calculate/fieldValue")
+    Result<List<ApiCsfCalculateResponse>> calculate(@Validated @RequestBody ApiCsfCalculateRequest request);
+}

yd-csf-feign/src/main/java/com/yd/csf/feign/dto/appointment/ApiAppointmentInfoDto.java

@@ -2,7 +2,11 @@ package com.yd.csf.feign.dto.appointment;
 
 import com.fasterxml.jackson.annotation.JsonFormat;
 import lombok.Data;
+
+import javax.validation.constraints.NotBlank;
+import javax.validation.constraints.NotNull;
 import java.time.LocalDateTime;
+import java.util.List;
 
 /**
  * 预约信息
@@ -11,38 +15,37 @@ import java.time.LocalDateTime;
 public class ApiAppointmentInfoDto {
 
     /**
-     * 预约信息表主键id（新增不需要传值，修改需要传值）
-     */
-    private Long id;
-
-    /**
      * 预约信息主表唯一业务ID（新增不需要传值，修改需要传值）
      */
     private String appointmentBizId;
 
     /**
-     * 预约编号（和预约信息主表唯一业务ID是一对，唯一，冗余字段）
+     * 预约编号
      */
     private String appointmentNo;
 
     /**
      * 关联客户信息表唯一业务ID（冗余字段）
      */
+    @NotBlank(message = "关联客户信息表唯一业务ID不能为空")
     private String customerBizId;
 
     /**
      * 关联客户编号（和客户信息表唯一业务ID是一对，唯一，冗余字段）
      */
+    @NotBlank(message = "关联客户编号不能为空")
     private String customerNo;
 
     /**
      * 关联FNA信息表唯一业务ID（冗余字段）
      */
+    @NotBlank(message = "关联FNA信息表唯一业务ID不能为空")
     private String fnaBizId;
 
     /**
      * 关联FNA编号（和FNA信息表唯一业务ID是一对，唯一，冗余字段）
      */
+    @NotBlank(message = "关联FNA编号不能为空")
     private String fnaNo;
 
     /**
@@ -58,51 +61,15 @@ public class ApiAppointmentInfoDto {
     /**
      * 申请类型（字典）
      */
-//    @NotBlank(message = "申请类型不能为空")
+    @NotBlank(message = "申请类型不能为空")
     private String applyType;
 
     /**
-     * 业务编号
-     */
-    private String businessNo;
-
-    /**
-     * 确定预约时间
-     */
-    @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
-    private LocalDateTime confirmAppointmentTime;
-
-    /**
-     * 意向预约时间
+     * 签单日
      */
-//    @NotNull(message = "意向预约时间不能为空")
+    @NotNull(message = "签单日不能为空")
     @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
-    private LocalDateTime intentionAppointmentTime;
-
-    /**
-     * 顾问是否陪同: 0-否, 1-是（字典）
-     */
-    private Integer isAccompany;
-
-    /**
-     * 陪同顾问姓名（FNA Form有填写，可带入）
-     */
-    private String accompanyName;
-
-    /**
-     * 陪同顾问手机区号
-     */
-    private String accompanyMobileCode;
-
-    /**
-     * 陪同顾问手机
-     */
-    private String accompanyMobile;
-
-    /**
-     * 陪同顾问邮箱
-     */
-    private String accompanyEmail;
+    private LocalDateTime signDate;
 
     /**
      * 到港时间
@@ -122,7 +89,7 @@ public class ApiAppointmentInfoDto {
     private String meetingPoint;
 
     /**
-     * 签单地址
+     * 签单地址（签单地点）
      */
     private String signingAddress;
 
@@ -189,37 +156,28 @@ public class ApiAppointmentInfoDto {
     private String policyTransfer;
 
     /**
-     * 业务代表1账号
-     */
-    private String businessRepresentAccount1;
-
-    /**
-     * 业务代表1姓名
-     */
-    private String businessRepresentName1;
-
-    /**
-     * 业务代表1电话号码区号
+     * 是否有用车服务：0-否, 1-是（字典）
      */
-    private String businessRepresentMobile1Code;
+    private Integer isUseCar;
 
     /**
-     * 业务代表1电话号码
+     * 是否法定受益人
      */
-    private String businessRepresentMobile1;
+    @NotBlank(message = "是否法定受益人不能为空")
+    private String isLegalBeneficiary;
 
     /**
-     * 业务代表1邮箱
+     * 创建人用户名
      */
-    private String businessRepresentEmail1;
+    private String creatorName;
 
     /**
-     * 是否有用车服务：0-否, 1-是（字典）
+     * 陪同转介人信息列表
      */
-    private Integer isUseCar;
+    private List<ApiAppointmentReferrerDto> referrerDtoList;
 
     /**
-     * 创建人用户名
+     * 签单员信息列表
      */
-    private String creatorName;
+    private List<ApiAppointmentUserSignDto> userSignDtoList;
 }

yd-csf-feign/src/main/java/com/yd/csf/feign/dto/appointment/ApiAppointmentReferrerDto.java

+package com.yd.csf.feign.dto.appointment;
+
+import lombok.Data;
+
+@Data
+public class ApiAppointmentReferrerDto {
+
+    /**
+     * 系统用户-销售用户扩展表唯一业务ID（转介人，冗余）
+     */
+    private String userSaleBizId;
+
+    /**
+     * 系统用户唯一业务ID（冗余）
+     */
+    private String userBizId;
+
+    /**
+     * 姓名
+     */
+    private String realName;
+
+    /**
+     * 手机号
+     */
+    private String phone;
+
+    /**
+     * 邮箱
+     */
+    private String email;
+}

yd-csf-feign/src/main/java/com/yd/csf/feign/dto/appointment/ApiAppointmentReferrerLogDto.java

+package com.yd.csf.feign.dto.appointment;
+
+import lombok.Data;
+
+import java.time.LocalDateTime;
+
+@Data
+public class ApiAppointmentReferrerLogDto {
+
+    /**
+     * 预约-转介人信息日志表主键ID
+     */
+    private Long id;
+
+    /**
+     * 预约-转介人信息日志表唯一业务ID
+     */
+    private String appointmentReferrerLogBizId;
+
+    /**
+     * 预约信息日志表唯一业务ID
+     */
+    private String appointmentLogBizId;
+
+    /**
+     * 系统用户-销售用户扩展表唯一业务ID（转介人，冗余）
+     */
+    private String userSaleBizId;
+
+    /**
+     * 系统用户唯一业务ID（冗余）
+     */
+    private String userBizId;
+
+    /**
+     * 姓名
+     */
+    private String realName;
+
+    /**
+     * 手机号
+     */
+    private String phone;
+
+    /**
+     * 邮箱
+     */
+    private String email;
+
+    /**
+     * 通用备注
+     */
+    private String remark;
+
+    /**
+     * 删除标识: 0-正常, 1-删除
+     */
+    private Integer isDeleted;
+
+    /**
+     * 创建人ID
+     */
+    private String creatorId;
+
+    /**
+     * 更新人ID
+     */
+    private String updaterId;
+
+    /**
+     * 创建时间
+     */
+    private LocalDateTime createTime;
+
+    /**
+     * 更新时间
+     */
+    private LocalDateTime updateTime;
+}

yd-csf-feign/src/main/java/com/yd/csf/feign/dto/appointment/ApiAppointmentUserSignDto.java

+package com.yd.csf.feign.dto.appointment;
+
+import lombok.Data;
+
+@Data
+public class ApiAppointmentUserSignDto {
+
+    /**
+     * 签单用户扩展唯一业务ID（冗余）
+     */
+    private String userSignBizId;
+
+    /**
+     * 系统用户唯一业务ID（冗余）
+     */
+    private String userBizId;
+
+    /**
+     * 姓名
+     */
+    private String realName;
+
+    /**
+     * 执业编码
+     */
+    private String practiceCode;
+
+    /**
+     * 手机号
+     */
+    private String phone;
+
+    /**
+     * 证件类型
+     */
+    private String cardType;
+
+    /**
+     * 证件号码
+     */
+    private String cardNo;
+
+    /**
+     * 邮箱
+     */
+    private String email;
+}

yd-csf-feign/src/main/java/com/yd/csf/feign/dto/appointment/ApiAppointmentUserSignLogDto.java

+package com.yd.csf.feign.dto.appointment;
+
+import lombok.Data;
+
+import java.time.LocalDateTime;
+
+@Data
+public class ApiAppointmentUserSignLogDto {
+
+    /**
+     * 预约-签单员信息日志表主键ID
+     */
+    private Long id;
+
+    /**
+     * 预约-签单员信息日志表唯一业务ID
+     */
+    private String appointmentUserSignLogBizId;
+
+    /**
+     * 预约信息日志表唯一业务ID
+     */
+    private String appointmentLogBizId;
+
+    /**
+     * 签单用户扩展唯一业务ID（冗余）
+     */
+    private String userSignBizId;
+
+    /**
+     * 系统用户唯一业务ID（冗余）
+     */
+    private String userBizId;
+
+    /**
+     * 姓名
+     */
+    private String realName;
+
+    /**
+     * 执业编码
+     */
+    private String practiceCode;
+
+    /**
+     * 手机号
+     */
+    private String phone;
+
+    /**
+     * 证件类型
+     */
+    private String cardType;
+
+    /**
+     * 证件号码
+     */
+    private String cardNo;
+
+    /**
+     * 邮箱
+     */
+    private String email;
+
+    /**
+     * 通用备注
+     */
+    private String remark;
+
+    /**
+     * 删除标识: 0-正常, 1-删除
+     */
+    private Integer isDeleted;
+
+    /**
+     * 创建人ID
+     */
+    private String creatorId;
+
+    /**
+     * 更新人ID
+     */
+    private String updaterId;
+
+    /**
+     * 创建时间
+     */
+    private LocalDateTime createTime;
+
+    /**
+     * 更新时间
+     */
+    private LocalDateTime updateTime;
+}

yd-csf-feign/src/main/java/com/yd/csf/feign/dto/appointment/ApiBeneficiaryInfoDto.java

 package com.yd.csf.feign.dto.appointment;
 
 import com.fasterxml.jackson.annotation.JsonFormat;
-import com.yd.csf.feign.dto.AddressDto;
 import lombok.Data;
-
-import javax.validation.constraints.NotBlank;
 import java.math.BigDecimal;
 import java.time.LocalDateTime;
-import java.util.List;
 
 /**
  * 受益人信息
@@ -16,54 +12,37 @@ import java.util.List;
 public class ApiBeneficiaryInfoDto {
 
     /**
-     * 受益人信息主键id（新增不需要传值，修改需要传值）
+     * 受益人信息表主键ID
      */
     private Long id;
 
     /**
-     * 预约信息主表唯一业务ID（新增不需要传值，修改需要传值）
+     * 预约信息主表唯一业务ID
      */
     private String appointmentBizId;
 
     /**
-     * 受益人信息表唯一业务ID（新增不需要传值，修改需要传值）
+     * 受益人信息表唯一业务ID
      */
     private String beneficiaryBizId;
 
     /**
-     * 客户类型（字典）(个人或者公司)
-     */
-//    @NotBlank(message = "客户类型不能为空")
-    private String customerType;
-
-    /**
      * 与受保人关系（字典）
      */
-//    @NotBlank(message = "与受保人关系不能为空")
     private String insurantRel;
 
     /**
-     * 受益比例
-     */
-    private BigDecimal benefitRatio;
-
-    /**
-     * 名字
-     */
-    private String name;
-
-    /**
-     * 名字-英文
+     * 姓名-中文
      */
-    private String nameEn;
+    private String nameCn;
 
     /**
-     * 性别（字典）
+     * 姓名-（拼音/英文，通过中文自动加载全部大写的拼音）
      */
-    private String gender;
+    private String namePyEn;
 
     /**
-     * 证件类型（字典）
+     * 证件类型（字典，下拉选择）
      */
     private String documentType;
 
@@ -73,99 +52,24 @@ public class ApiBeneficiaryInfoDto {
     private String idNumber;
 
     /**
-     * 护照号码
-     */
-    private String passportNumber;
-
-    /**
-     * 出生日期
+     * 性别（字典，如果是身份证，自动获取性别和生日）
      */
-    @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
-    private LocalDateTime birthTime;
-
-    /**
-     * 公司名称
-     */
-    private String companyName;
-
-    /**
-     * 公司名称（英文）
-     */
-    private String companyNameEn;
-
-    /**
-     * 公司商业登记号码
-     */
-    private String companyBusinessNo;
+    private String gender;
 
     /**
-     * 公司注册日期
+     * 出生日期（生日，如果是身份证，自动获取性别和生日）
      */
     @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
-    private LocalDateTime companyRegisterTime;
+    private LocalDateTime birthday;
 
     /**
-     * 公司注册地区（字典）
+     * 国籍（下拉选择）
      */
-    private String companyRegisterRegion;
+    private String nationality;
 
     /**
-     * 公司电话区号
-     */
-    private String companyMobileCode;
-
-    /**
-     * 公司电话
-     */
-    private String companyMobile;
-
-    /**
-     * 公司邮箱
-     */
-    private String companyEmail;
-
-    /**
-     * 公司登记地址
-     */
-    private String companyEnterAddress;
-
-    /**
-     * 通讯地址
-     */
-    private String mailingAddress;
-
-    /**
-     * 授权代表姓名中文-名字
-     */
-    private String authNameCn;
-
-    /**
-     * 授权代表姓名英文-名字
-     */
-    private String authNameEn;
-
-    /**
-     * 授权代表职称
-     */
-    private String authProfessional;
-
-    /**
-     * 授权代表电话区号
-     */
-    private String authMobileCode;
-
-    /**
-     * 授权代表电话
-     */
-    private String authMobile;
-
-    /**
-     * 地址列表
+     * 受益比例
      */
-    private List<AddressDto> addressList;
+    private BigDecimal benefitRatio;
 
-    /**
-     * 备注
-     */
-    private String remark;
 }

yd-csf-feign/src/main/java/com/yd/csf/feign/dto/appointment/ApiInsurantInfoDto.java

@@ -2,11 +2,17 @@ package com.yd.csf.feign.dto.appointment;
 
 import com.fasterxml.jackson.annotation.JsonFormat;
 import com.yd.csf.feign.dto.AddressDto;
+import com.yd.csf.feign.dto.taxation.ApiTaxationDto;
+import com.yd.csf.feign.enums.RelTypeEnum;
+import com.yd.csf.feign.valid.GroupValid;
 import lombok.Data;
-
+import javax.validation.constraints.AssertTrue;
 import javax.validation.constraints.NotBlank;
+import javax.validation.constraints.NotNull;
+import javax.validation.constraints.Pattern;
 import java.math.BigDecimal;
 import java.time.LocalDateTime;
+import java.time.Period;
 import java.util.List;
 
 /**
@@ -16,257 +22,248 @@ import java.util.List;
 public class ApiInsurantInfoDto {
 
     /**
-     * 受保人信息表主键id（新增不需要传值，修改需要传值）
-     */
-    private Long id;
-
-    /**
-     * 预约信息主表唯一业务ID（新增不需要传值，修改需要传值）
-     */
-    private String appointmentBizId;
-
-    /**
-     * 受保人信息表唯一业务ID（新增不需要传值，修改需要传值）
+     * 受保人信息表唯一业务ID
      */
     private String insurantBizId;
 
     /**
-     * 客户类型（字典）
-     */
-//    @NotBlank(message = "客户类型不能为空")
-    private String customerType;
-
-    /**
      * 关联客户信息表唯一业务ID（冗余字段）
      */
+    @NotBlank(message = "关联客户信息表唯一业务ID不能为空", groups = GroupValid.NotSelf.class)
     private String customerBizId;
 
     /**
      * 关联客户编号（和客户信息表唯一业务ID是一对，唯一，冗余字段）
      */
+    @NotBlank(message = "关联客户编号不能为空", groups = GroupValid.NotSelf.class)
     private String customerNo;
 
     /**
      * 与投保人关系（字典）
      */
-//    @NotBlank(message = "与投保人关系不能为空")
+    @NotBlank(message = "与投保人关系不能为空", groups = GroupValid.Always.class)
     private String policyholderRel;
 
+    //-- 以下基础信息
     /**
-     * 名字
-     */
-    private String name;
-
-    /**
-     * 名字-英文
+     * 姓名-中文
      */
-    private String nameEn;
+    @NotBlank(message = "姓名（中文）不能为空", groups = GroupValid.NotSelf.class)
+    @Pattern(regexp = "^[\u4e00-\u9fa5]{2,6}$", message = "姓名（中文）必须为2-6位汉字", groups = GroupValid.NotSelf.class)
+    private String nameCn;
 
     /**
-     * 性别（字典）
+     * 姓名-（拼音/英文，通过中文自动加载全部大写的拼音）
      */
-    private String gender;
+    @NotBlank(message = "姓名（拼音/英文）不能为空", groups = GroupValid.NotSelf.class)
+    private String namePyEn;
 
     /**
-     * 证件类型（字典）
+     * 证件类型（字典，下拉选择）
      */
+    @NotBlank(message = "证件类型不能为空", groups = GroupValid.NotSelf.class)
     private String documentType;
 
     /**
      * 证件号码
      */
+    @NotBlank(message = "证件号码不能为空", groups = GroupValid.NotSelf.class)
     private String idNumber;
 
     /**
-     * 出生日期
+     * 性别（字典，如果是身份证，自动获取性别和生日）
      */
-    @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
-    private LocalDateTime birthday;
+    @NotBlank(message = "性别不能为空", groups = GroupValid.NotSelf.class)
+    private String gender;
 
     /**
-     * 年龄
+     * 出生日期（生日，如果是身份证，自动获取性别和生日）
      */
+    @NotNull(message = "生日不能为空", groups = GroupValid.NotSelf.class)
+    @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
+    private LocalDateTime birthday;
+    @AssertTrue(message = "必须大于18周岁", groups = GroupValid.NotSelf.class)
+    public boolean isBirthdayValid() {
+        if (birthday == null) {
+            // @NotNull 会处理空值
+            return true;
+        }
+        LocalDateTime now = LocalDateTime.now();
+        // 计算年龄
+        int age = Period.between(birthday.toLocalDate(), now.toLocalDate()).getYears();
+        return age > 18;
+    }
+
+    /**
+     * 年龄（通过生日自动获取年龄）
+     */
+    @NotBlank(message = "年龄不能为空", groups = GroupValid.NotSelf.class)
     private String age;
 
     /**
-     * 居住地址
-     */
-    private String residentialAddress;
-
-    /**
-     * 移动电话区号
-     */
-    private String mobileCode;
-
-    /**
-     * 移动电话
-     */
-    private String mobile;
-
-    /**
-     * 邮箱
-     */
-    private String email;
-
-    /**
-     * 行业
-     */
-    private String industry;
-
-    /**
-     * 职位
+     * 国籍（下拉选择）
      */
-    private String position;
+    @NotBlank(message = "国籍不能为空", groups = GroupValid.NotSelf.class)
+    private String nationality;
 
     /**
-     * 风险偏好（字典）
+     * 出生地
      */
-    private String riskAppetite;
+    private String birthplace;
 
     /**
-     * 是否VIP: 0-否, 1-是（字典）
+     * 是否拥有其他国家公民身份（如美国、日本等）: 0-否, 1-是（字典）
      */
-    private Integer isVip;
+    private String isOtherCountry;
 
     /**
-     * vip备注
+     * 吸烟情况（字典）
      */
-    private String vipRemark;
+    @NotBlank(message = "吸烟情况不能为空", groups = GroupValid.NotSelf.class)
+    private String smokingStatus;
 
     /**
-     * 称谓（字典）
+     * 婚姻情况（字典）
      */
-    private String appellation;
+    @NotBlank(message = "婚姻情况不能为空", groups = GroupValid.NotSelf.class)
+    private String maritalStatus;
 
     /**
-     * 是否区分吸烟（字典）
+     * 教育程度（字典）
      */
-    private String smokingAllowed;
+    @NotBlank(message = "教育程度不能为空", groups = GroupValid.NotSelf.class)
+    private String educationLevel;
 
     /**
-     * 吸烟量(支/天)
+     * 是否退休（字典）
      */
-    private String smokingVolume;
+    @NotBlank(message = "是否退休不能为空", groups = GroupValid.NotSelf.class)
+    private String isRetirement;
 
     /**
-     * 出生地（省市）
+     * 退休年龄（如已退休，再显示）
      */
-    private String birthplace;
+    private String retirementAge;
 
     /**
-     * 国籍
+     * 身高（CM)
      */
-    private String nationality;
+    private String height;
 
     /**
-     * 护照号码
+     * 体重（KG)
      */
-    private String passportNo;
+    private String weight;
 
     /**
-     * 通行证号码
+     * BMI指数（根据身高和体重自动计算）
      */
-    private String passNo;
+    private String bmi;
 
     /**
-     * 身高
+     * 风险偏好（字典，下拉选择）
      */
-    private String height;
+    private String riskAppetite;
 
     /**
-     * 体重
+     * 受供养人数目（通过FNA带入）
      */
-    private String weight;
+    private Integer dependentsNum;
 
+    //-- 以下是联系信息
     /**
-     * BMI
+     * 移动电话区号
      */
-    private String bmi;
+    @NotBlank(message = "移动电话区号不能为空", groups = GroupValid.NotSelf.class)
+    private String mobileCode;
 
     /**
-     * 受雇于现职年期
+     * 移动电话
      */
-    private BigDecimal currentTenure;
+    @NotBlank(message = "移动电话不能为空", groups = GroupValid.NotSelf.class)
+    private String mobile;
 
     /**
-     * 总负债额
+     * 住宅电话区号
      */
-    private BigDecimal totalDebt;
+    private String residenceMobileCode;
 
     /**
-     * 受供养人数目
+     * 住宅电话
      */
-    private Integer dependentsNum;
+    private String residenceMobile;
 
     /**
-     * 婚姻状况（字典）
+     * 固定电话区号
      */
-    private String maritalStatus;
+    private String landlineCode;
 
     /**
-     * 教育程度（字典）
+     * 固定电话
      */
-    private String educationLevel;
+    private String landline;
 
     /**
-     * 总工作年期
+     * 邮箱
      */
-    private BigDecimal totalWorkingYears;
+    private String email;
 
     /**
-     * 货币（字典）
+     * 证件地址
      */
-    private String currency;
+    @NotBlank(message = "证件地址不能为空", groups = GroupValid.NotSelf.class)
+    private String certificateAddress;
 
     /**
-     * 现时每月收入
+     * 通讯地址
      */
-    private BigDecimal currentMonthlyIncome;
+    private String mailingAddress;
 
     /**
-     * 固定电话
+     * 居住地址（住宅地址）
      */
-    private String landline;
+    private String residentialAddress;
 
     /**
-     * 过往一年是否所属国家以外地区居住超过182日: 0-否, 1-是（字典）
+     * 通讯地址邮政编号
      */
-    private Integer isExceed;
+    private String mailingAddressCode;
 
+    //-- 以下是工作信息
     /**
-     * 是否拥有其他国家公民身份（如美国、日本等）: 0-否, 1-是（字典）
+     * 就业情况（字典，下拉选择）
      */
-    private Integer isOtherCountry;
+    private String employmentStatus;
 
     /**
-     * 旅行（字典）
+     * 公司/学校名称
      */
-    private String travel;
+    private String csName;
 
     /**
-     * 运动（字典）
+     * 行业
      */
-    private String exercise;
+    private String industry;
 
     /**
-     * 游戏（字典）
+     * 现时每月收入（HKD)
      */
-    private String game;
+    private BigDecimal currentMonthlyIncome;
 
     /**
-     * 电影/戏剧（字典）
+     * 总工作年期
      */
-    private String movieDrama;
+    private BigDecimal totalWorkingYears;
 
     /**
-     * 美食（字典）
+     * 受雇于现职年期
      */
-    private String delicacy;
+    private BigDecimal currentTenure;
 
     /**
-     * 公司名称
+     * 职位
      */
-    private String companyName;
+    private String position;
 
     /**
      * 公司地址
@@ -284,78 +281,69 @@ public class ApiInsurantInfoDto {
     private String companyMobile;
 
     /**
-     * 公司名称（英文）
+     * 公司地址邮政编号
      */
-    private String companyNameEn;
-
-    /**
-     * 公司商业登记号码
-     */
-    private String companyBusinessNo;
-
-    /**
-     * 公司注册日期
-     */
-    @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
-    private LocalDateTime companyRegisterTime;
+    private String companyAddressCode;
 
+    //-- 以下是财务信息
     /**
-     * 公司注册地区（字典）
+     * 平均每月收入（HKD）
      */
-    private String companyRegisterRegion;
+    private BigDecimal monthIncome;
 
     /**
-     * 公司邮箱
+     * 平均每月支出（HKD）
      */
-    private String companyEmail;
+    private BigDecimal monthExpenditure;
 
     /**
-     * 公司登记地址
+     * 总流动资产（HKD）
      */
-    private String companyEnterAddress;
+    private BigDecimal totalCurrentAssets;
 
     /**
-     * 通讯地址
+     * 总负债额（HKD）
      */
-    private String mailingAddress;
+    private BigDecimal totalDebt;
 
+    //-- 其他信息（非必填）
     /**
-     * 授权代表姓名中文-名字
+     * 旅行（字典）
      */
-    private String authNameCn;
+    private String travel;
 
     /**
-     * 授权代表姓名英文-名字
+     * 运动（字典，下拉选择）
      */
-    private String authNameEn;
+    private String exercise;
 
     /**
-     * 授权代表职称
+     * 游戏（字典，下拉选择）
      */
-    private String authProfessional;
+    private String game;
 
     /**
-     * 授权代表电话区号
+     * 电影/戏剧（字典，下拉选择）
      */
-    private String authMobileCode;
+    private String movieDrama;
 
     /**
-     * 授权代表电话
+     * 美食（输入）
      */
-    private String authMobile;
+    private String delicacy;
 
     /**
-     * 其他电话
+     * 地址列表
      */
-    private String otherMobile;
+    private List<AddressDto> addressList;
 
     /**
-     * 是否接受推广信息: 0-否, 1-是（字典）
+     * 税务信息列表
      */
-    private Integer isPromotion;
+    private List<ApiTaxationDto> apiTaxationDtoList;
 
-    /**
-     * 地址列表
-     */
-    private List<AddressDto> addressList;
+    // 判断与投保人关系是否为本人关系
+    public boolean isSelf() {
+        return RelTypeEnum.MYSELF.getItemValue().equals(policyholderRel);
+    }
 }

yd-csf-feign/src/main/java/com/yd/csf/feign/dto/appointment/ApiPolicyholderInfoDto.java

@@ -2,11 +2,16 @@ package com.yd.csf.feign.dto.appointment;
 
 import com.fasterxml.jackson.annotation.JsonFormat;
 import com.yd.csf.feign.dto.AddressDto;
-import io.swagger.v3.oas.annotations.media.Schema;
+import com.yd.csf.feign.dto.taxation.ApiTaxationDto;
 import lombok.Data;
+
+import javax.validation.constraints.AssertTrue;
 import javax.validation.constraints.NotBlank;
+import javax.validation.constraints.NotNull;
+import javax.validation.constraints.Pattern;
 import java.math.BigDecimal;
 import java.time.LocalDateTime;
+import java.time.Period;
 import java.util.List;
 
 /**
@@ -16,271 +21,242 @@ import java.util.List;
 public class ApiPolicyholderInfoDto {
 
     /**
-     * 投保人信息主键id（新增不需要传值，修改需要传值）
-     */
-    private Long id;
-
-    /**
-     * 预约信息主表唯一业务ID（新增不需要传值，修改需要传值）
-     */
-    private String appointmentBizId;
-
-    /**
-     * 投保人信息表唯一业务ID（新增不需要传值，修改需要传值）
+     * 投保人信息表唯一业务ID
      */
     private String policyholderBizId;
 
     /**
-     * 客户类型（字典）
-     */
-//    @NotBlank(message = "客户类型不能为空")
-    private String customerType;
-
-    /**
      * 关联客户信息表唯一业务ID（冗余字段）
      */
+    @NotBlank(message = "关联客户信息表唯一业务ID不能为空")
     private String customerBizId;
 
     /**
      * 关联客户编号（和客户信息表唯一业务ID是一对，唯一，冗余字段）
      */
+    @NotBlank(message = "关联客户编号不能为空")
     private String customerNo;
 
+    //-- 以下基础信息
     /**
-     * 名字
-     */
-    private String name;
-
-    /**
-     * 名字-英文
+     * 姓名-中文
      */
-    private String nameEn;
+    @NotBlank(message = "姓名（中文）不能为空")
+    @Pattern(regexp = "^[\u4e00-\u9fa5]{2,6}$", message = "姓名（中文）必须为2-6位汉字")
+    private String nameCn;
 
     /**
-     * 性别（字典）
+     * 姓名-（拼音/英文，通过中文自动加载全部大写的拼音）
      */
-    private String gender;
+    @NotBlank(message = "姓名（拼音/英文）不能为空")
+    private String namePyEn;
 
     /**
-     * 证件类型（字典）
+     * 证件类型（字典，下拉选择）
      */
+    @NotBlank(message = "证件类型不能为空")
     private String documentType;
 
     /**
      * 证件号码
      */
+    @NotBlank(message = "证件号码不能为空")
     private String idNumber;
 
     /**
-     * 出生日期
+     * 性别（字典，如果是身份证，自动获取性别和生日）
      */
-    @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
-    private LocalDateTime birthday;
+    @NotBlank(message = "性别不能为空")
+    private String gender;
 
     /**
-     * 年龄
+     * 出生日期（生日，如果是身份证，自动获取性别和生日）
      */
+    @NotNull(message = "生日不能为空")
+    @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
+    private LocalDateTime birthday;
+    @AssertTrue(message = "必须大于18周岁")
+    public boolean isBirthdayValid() {
+        if (birthday == null) {
+            // @NotNull 会处理空值
+            return true;
+        }
+        LocalDateTime now = LocalDateTime.now();
+        // 计算年龄
+        int age = Period.between(birthday.toLocalDate(), now.toLocalDate()).getYears();
+        return age > 18;
+    }
+
+    /**
+     * 年龄（通过生日自动获取年龄）
+     */
+    @NotBlank(message = "年龄不能为空")
     private String age;
 
     /**
-     * 居住地址
-     */
-    private String residentialAddress;
-
-    /**
-     * 移动电话区号
-     */
-    private String mobileCode;
-
-    /**
-     * 移动电话
-     */
-    private String mobile;
-
-    /**
-     * 邮箱
-     */
-    private String email;
-
-    /**
-     * 行业
-     */
-    private String industry;
-
-    /**
-     * 职位
-     */
-    private String position;
-
-    /**
-     * 风险偏好（字典）
-     */
-    private String riskAppetite;
-
-    /**
-     * 是否VIP: 0-否, 1-是（字典）
+     * 国籍（下拉选择）
      */
-    private Integer isVip;
-
-    /**
-     * vip备注
-     */
-    private String vipRemark;
+    @NotBlank(message = "国籍不能为空")
+    private String nationality;
 
     /**
-     * 称谓（字典）
+     * 出生地
      */
-    private String appellation;
+    private String birthplace;
 
     /**
-     * 是否区分吸烟（字典）
+     * 是否拥有其他国家公民身份（如美国、日本等）: 0-否, 1-是（字典）
      */
-    private String smokingAllowed;
+    private String isOtherCountry;
 
     /**
-     * 吸烟量(支/天)
+     * 吸烟情况（字典）
      */
-    private String smokingVolume;
+    @NotBlank(message = "吸烟情况不能为空")
+    private String smokingStatus;
 
     /**
-     * 出生地（省市）
+     * 婚姻情况（字典）
      */
-    private String birthplace;
+    @NotBlank(message = "婚姻情况不能为空")
+    private String maritalStatus;
 
     /**
-     * 国籍
+     * 教育程度（字典）
      */
-    private String nationality;
+    @NotBlank(message = "教育程度不能为空")
+    private String educationLevel;
 
     /**
-     * 护照号码
+     * 是否退休（字典）
      */
-    private String passportNo;
+    @NotBlank(message = "是否退休不能为空")
+    private String isRetirement;
 
     /**
-     * 通行证号码
+     * 退休年龄（如已退休，再显示）
      */
-    private String passNo;
+    private String retirementAge;
 
     /**
-     * 身高
+     * 身高（CM)
      */
     private String height;
 
     /**
-     * 体重
+     * 体重（KG)
      */
     private String weight;
 
     /**
-     * BMI
+     * BMI指数（根据身高和体重自动计算）
      */
     private String bmi;
 
     /**
-     * 货币（字典）
-     */
-    private String currency;
-
-    /**
-     * 平均每月支出
+     * 风险偏好（字典，下拉选择）
      */
-    private BigDecimal monthExpenditure;
+    private String riskAppetite;
 
     /**
-     * 平均每月收入
+     * 受供养人数目（通过FNA带入）
      */
-    private BigDecimal monthIncome;
+    private Integer dependentsNum;
 
+    //-- 以下是联系信息
     /**
-     * 受雇于现职年期
+     * 移动电话区号
      */
-    private BigDecimal currentTenure;
+    @NotBlank(message = "移动电话区号不能为空")
+    private String mobileCode;
 
     /**
-     * 总流动资产
+     * 移动电话
      */
-    private BigDecimal totalCurrentAssets;
+    @NotBlank(message = "移动电话不能为空")
+    private String mobile;
 
     /**
-     * 总负债额
+     * 住宅电话区号
      */
-    private BigDecimal totalDebt;
+    private String residenceMobileCode;
 
     /**
-     * 受供养人数目
+     * 住宅电话
      */
-    private Integer dependentsNum;
+    private String residenceMobile;
 
     /**
-     * 婚姻状况（字典）
+     * 固定电话区号
      */
-    private String maritalStatus;
+    private String landlineCode;
 
     /**
-     * 教育程度（字典）
+     * 固定电话
      */
-    private String educationLevel;
+    private String landline;
 
     /**
-     * 总工作年期
+     * 邮箱
      */
-    private BigDecimal totalWorkingYears;
+    private String email;
 
     /**
-     * 现时每月收入
+     * 证件地址
      */
-    private BigDecimal currentMonthlyIncome;
+    @NotBlank(message = "证件地址不能为空")
+    private String certificateAddress;
 
     /**
-     * 固定电话
+     * 通讯地址
      */
-    private String landline;
+    private String mailingAddress;
 
     /**
-     * 过往一年是否所属国家以外地区居住超过182日: 0-否, 1-是（字典）
+     * 居住地址（住宅地址）
      */
-    private Integer isExceed;
+    private String residentialAddress;
 
     /**
-     * 是否拥有其他国家公民身份（如美国、日本等）: 0-否, 1-是（字典）
+     * 通讯地址邮政编号
      */
-    private Integer isOtherCountry;
+    private String mailingAddressCode;
 
+    //-- 以下是工作信息
     /**
-     * 投保人邮政编码
+     * 就业情况（字典，下拉选择）
      */
-    private String postalCode;
+    private String employmentStatus;
 
     /**
-     * 旅行（字典）
+     * 公司/学校名称
      */
-    private String travel;
+    private String csName;
 
     /**
-     * 运动（字典）
+     * 行业
      */
-    private String exercise;
+    private String industry;
 
     /**
-     * 游戏（字典）
+     * 现时每月收入（HKD)
      */
-    private String game;
+    private BigDecimal currentMonthlyIncome;
 
     /**
-     * 电影/戏剧（字典）
+     * 总工作年期
      */
-    private String movieDrama;
+    private BigDecimal totalWorkingYears;
 
     /**
-     * 美食（字典）
+     * 受雇于现职年期
      */
-    private String delicacy;
+    private BigDecimal currentTenure;
 
     /**
-     * 公司名称
+     * 职位
      */
-    private String companyName;
+    private String position;
 
     /**
      * 公司地址
@@ -298,78 +274,64 @@ public class ApiPolicyholderInfoDto {
     private String companyMobile;
 
     /**
-     * 公司名称（英文）
-     */
-    private String companyNameEn;
-
-    /**
-     * 公司商业登记号码
-     */
-    private String companyBusinessNo;
-
-    /**
-     * 公司注册日期
-     */
-    @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
-    private LocalDateTime companyRegisterTime;
-
-    /**
-     * 公司注册地区（字典）
+     * 公司地址邮政编号
      */
-    private String companyRegisterRegion;
+    private String companyAddressCode;
 
+    //-- 以下是财务信息
     /**
-     * 公司邮箱
+     * 平均每月收入（HKD）
      */
-    private String companyEmail;
+    private BigDecimal monthIncome;
 
     /**
-     * 公司登记地址
+     * 平均每月支出（HKD）
      */
-    private String companyEnterAddress;
+    private BigDecimal monthExpenditure;
 
     /**
-     * 通讯地址
+     * 总流动资产（HKD）
      */
-    private String mailingAddress;
+    private BigDecimal totalCurrentAssets;
 
     /**
-     * 授权代表姓名中文-名字
+     * 总负债额（HKD）
      */
-    private String authNameCn;
+    private BigDecimal totalDebt;
 
+    //-- 其他信息（非必填）
     /**
-     * 授权代表姓名英文-名字
+     * 旅行（字典）
      */
-    private String authNameEn;
+    private String travel;
 
     /**
-     * 授权代表职称
+     * 运动（字典，下拉选择）
      */
-    private String authProfessional;
+    private String exercise;
 
     /**
-     * 授权代表电话区号
+     * 游戏（字典，下拉选择）
      */
-    private String authMobileCode;
+    private String game;
 
     /**
-     * 授权代表电话
+     * 电影/戏剧（字典，下拉选择）
      */
-    private String authMobile;
+    private String movieDrama;
 
     /**
-     * 其他电话
+     * 美食（输入）
      */
-    private String otherMobile;
+    private String delicacy;
 
     /**
-     * 是否接受推广信息: 0-否, 1-是（字典）
+     * 地址列表
      */
-    private Integer isPromotion;
+    private List<AddressDto> addressList;
 
     /**
-     * 地址列表
+     * 税务信息列表
      */
-    private List<AddressDto> addressList;
+    private List<ApiTaxationDto> apiTaxationDtoList;
 }

yd-csf-feign/src/main/java/com/yd/csf/feign/dto/appointment/ApiProductPlanInfoDto.java

@@ -2,6 +2,7 @@ package com.yd.csf.feign.dto.appointment;
 
 import lombok.Data;
 
+import javax.validation.Valid;
 import java.util.List;
 
 /**
@@ -13,6 +14,7 @@ public class ApiProductPlanInfoDto {
     /**
      * 产品计划主信息
      */
+    @Valid
     private ApiProductPlanMainInfoDto apiProductPlanMainInfoDto;
 
     /**

yd-csf-feign/src/main/java/com/yd/csf/feign/dto/appointment/ApiProductPlanMainInfoDto.java

 package com.yd.csf.feign.dto.appointment;
 
-import com.fasterxml.jackson.annotation.JsonFormat;
 import lombok.Data;
+import javax.validation.constraints.NotBlank;
 import java.math.BigDecimal;
-import java.time.LocalDateTime;
 
 /**
  * 产品计划主信息
@@ -12,82 +11,71 @@ import java.time.LocalDateTime;
 public class ApiProductPlanMainInfoDto {
 
     /**
-     * 产品计划表主键id（新增不需要传值，编辑需要传值）
+     * 产品计划信息表唯一业务ID
      */
-    private Long id;
+    private String planBizId;
 
     /**
-     * 预约信息主表唯一业务ID（新增不需要传值，编辑需要传值）
+     * 保险公司ID（产品上架信息绑定的保险公司参数）
      */
-    private String appointmentBizId;
+    private String companyId;
 
     /**
-     * 产品计划信息表唯一业务ID（新增不需要传值，编辑需要传值）
+     * 保险公司名称
      */
-    private String planBizId;
+    private String companyName;
 
     /**
-     * 保险产品唯一业务ID（中台保险产品业务id，冗余）
+     * 保险险种ID（产品上架信息绑定的保险险种参数）
      */
-//    @NotBlank(message = "保险产品唯一业务ID不能为空")
-    private String productBizId;
+    private String insuranceTypeId;
 
     /**
-     * 保险产品名称（中台保险产品名称，冗余）
+     * 保险险种名称
      */
-//    @NotBlank(message = "保险产品名称不能为空")
-    private String productName;
+    private String insuranceTypeName;
 
     /**
-     * 保险公司名称（冗余字段）
+     * 产品上架信息表唯一业务ID
      */
-    private String companyName;
+    @NotBlank(message = "产品ID不能为空")
+    private String productLaunchBizId;
 
     /**
-     * 地区
+     * 产品上架信息表名称（标题）
      */
-    private String region;
+    @NotBlank(message = "产品名称不能为空")
+    private String productLaunchName;
 
     /**
-     * 货币（字典）
+     * 供款期数
      */
-//    @NotBlank(message = "货币不能为空")
-    private String currency;
+    private String issueNumber;
 
     /**
-     * 供款年期（字典）
+     * 保障年期
      */
-//    @NotBlank(message = "供款年期不能为空")
-    private String paymentTerm;
+    private String guaranteePeriod;
 
     /**
-     * 付款频率（字典）
+     * 保单币种
      */
-//    @NotBlank(message = "付款频率不能为空")
-    private String paymentFrequency;
+    private String policyCurrency;
 
     /**
-     * 每期保费
+     * 保单额度（重疾）
      */
-//    @NotNull(message = "每期保费不能为空")
-    private BigDecimal eachIssuePremium;
-
-    /**
-     * 保额
-     */
-//    @NotNull(message = "保额不能为空")
     private BigDecimal sumInsured;
 
     /**
-     * 是否预缴保费: 0-否, 1-是（字典）
+     * 付款频率（字典）
      */
-//    @NotNull(message = "是否预缴保费不能为空")
-    private Integer isPrepay;
+    private String paymentFrequency;
 
     /**
-     * 预付额
+     * 每期保费
      */
-    private BigDecimal deductibles;
+    private BigDecimal eachIssuePremium;
 
     /**
      * 首期付款方式（字典）
@@ -95,33 +83,37 @@ public class ApiProductPlanMainInfoDto {
     private String initialPaymentMethod;
 
     /**
-     * 续期付款方式（字典）
+     * 保单征费
      */
-    private String renewalPaymentMethod;
+    private BigDecimal policyLevy;
 
     /**
-     * 红利分配方式（字典）
+     * 是否预缴保费: 0-否, 1-是（字典）
      */
-    private String dividendDistributionMethod;
+    private String isPrepay;
 
     /**
-     * 保单日期回溯: 0-否, 1-是（字典）
+     * 是否追溯: 0-否, 1-是（字典）
      */
-    private Integer isBacktrack;
+    private String isTraceable;
 
     /**
-     * 保单生效日
+     * 保单日期回溯: 0-否, 1-是（字典）
      */
-    @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
-    private LocalDateTime policyEffectiveDate;
+    private String isBacktrack;
 
     /**
      * 是否参加递增保障权益: 0-否, 1-是（字典）
      */
-    private Integer isJoin;
+    private String isJoin;
 
     /**
-     * 保单征费
+     * 红利分配方式（字典）
      */
-    private BigDecimal policyLevy;
+    private String dividendDistributionMethod;
+
+    /**
+     * 续期付款方式（字典）
+     */
+    private String renewalPaymentMethod;
 }

yd-csf-feign/src/main/java/com/yd/csf/feign/dto/appointment/ApiSecondHolderInfoDto.java

@@ -2,7 +2,6 @@ package com.yd.csf.feign.dto.appointment;
 
 import com.fasterxml.jackson.annotation.JsonFormat;
 import lombok.Data;
-
 import java.time.LocalDateTime;
 
 /**
@@ -12,17 +11,7 @@ import java.time.LocalDateTime;
 public class ApiSecondHolderInfoDto {
 
     /**
-     * 第二持有人信息表主键id（新增不需要传值，修改需要传值）
-     */
-    private Long id;
-
-    /**
-     * 预约信息主表唯一业务ID（新增不需要传值，修改需要传值）
-     */
-    private String appointmentBizId;
-
-    /**
-     * 第二持有人信息表唯一业务ID（新增不需要传值，修改需要传值）
+     * 第二持有人信息表唯一业务ID
      */
     private String secondHolderBizId;
 
@@ -32,22 +21,17 @@ public class ApiSecondHolderInfoDto {
     private String insurantRel;
 
     /**
-     * 名字
+     * 姓名-中文
      */
-    private String name;
+    private String nameCn;
 
     /**
-     * 名字-英文
+     * 姓名-（拼音/英文，通过中文自动加载全部大写的拼音）
      */
-    private String nameEn;
+    private String namePyEn;
 
     /**
-     * 性别（字典）
-     */
-    private String gender;
-
-    /**
-     * 证件类型（字典）
+     * 证件类型（字典，下拉选择）
      */
     private String documentType;
 
@@ -57,18 +41,13 @@ public class ApiSecondHolderInfoDto {
     private String idNumber;
 
     /**
-     * 护照号码
+     * 性别（字典，如果是身份证，自动获取性别和生日）
      */
-    private String passportNumber;
+    private String gender;
 
     /**
-     * 出生日期
+     * 出生日期（生日，如果是身份证，自动获取性别和生日）
      */
     @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
-    private LocalDateTime birthTime;
-
-    /**
-     * 年龄
-     */
-    private String age;
+    private LocalDateTime birthday;
 }

yd-csf-feign/src/main/java/com/yd/csf/feign/dto/excel/ApiExcelAppointmentMainDto.java

@@ -69,15 +69,15 @@ public class ApiExcelAppointmentMainDto {
         return mainDto;
     }
 
-    /**
-     * ApiExcelAppointmentMainDto构造ApiAppointmentInfoDto用于保存到表
-     * @param dto
-     * @return
-     */
-    public static ApiAppointmentInfoDto setApiAppointmentInfoDto(ApiExcelAppointmentMainDto dto) {
-        ApiAppointmentInfoDto infoDto = new ApiAppointmentInfoDto();
-        infoDto.setIntentionAppointmentTime(DateUtil.getLocalDateTime(dto.getMainIntentionAppointmentDate() + " " + dto.getMainIntentionAppointmentTime()));
-        infoDto.setIsTj(dto.getIsTj());
-        return infoDto;
-    }
+//    /**
+//     * ApiExcelAppointmentMainDto构造ApiAppointmentInfoDto用于保存到表
+//     * @param dto
+//     * @return
+//     */
+//    public static ApiAppointmentInfoDto setApiAppointmentInfoDto(ApiExcelAppointmentMainDto dto) {
+//        ApiAppointmentInfoDto infoDto = new ApiAppointmentInfoDto();
+//        infoDto.setIntentionAppointmentTime(DateUtil.getLocalDateTime(dto.getMainIntentionAppointmentDate() + " " + dto.getMainIntentionAppointmentTime()));
+//        infoDto.setIsTj(dto.getIsTj());
+//        return infoDto;
+//    }
 }

yd-csf-feign/src/main/java/com/yd/csf/feign/dto/excel/ApiExcelImportAppointmentDto.java

@@ -510,9 +510,9 @@ public class ApiExcelImportAppointmentDto {
         //到港时间
         infoDto.setArrivalTime(DateUtil.getLocalDateTime(dto.getHkArrivalTime()));
         //业务编号->介绍人编号 TODO
-        infoDto.setBusinessNo(dto.getMainReferrerId());
+//        infoDto.setBusinessNo(dto.getMainReferrerId());
         //确定预约时间->预约日期 (西元 年/月/日) + 預約時間
-        infoDto.setConfirmAppointmentTime(DateUtil.getLocalDateTime(dto.getMainIntentionAppointmentDate() + " " + dto.getMainIntentionAppointmentTime()));
+//        infoDto.setConfirmAppointmentTime(DateUtil.getLocalDateTime(dto.getMainIntentionAppointmentDate() + " " + dto.getMainIntentionAppointmentTime()));
         //离港时间->离港(澳)日期及时间（离港时间）（预约信息主表）
         infoDto.setDepartureTime(DateUtil.getLocalDateTime(dto.getHkDepartureTime()));
         //客户在港期间联络电话->客户在港期间联络电话（预约信息主表）区号+号码
@@ -540,7 +540,7 @@ public class ApiExcelImportAppointmentDto {
         //保险公司名称
         infoDto.setCompanyName(dto.getPlanCompanyName());
         //货币（字典）
-        infoDto.setCurrency(dto.getPlanCurrency());
+        infoDto.setPolicyCurrency(dto.getPlanCurrency());
         //预付额 TODO
 //        infoDto.setDeductibles();
         //红利分配方式（字典）
@@ -552,17 +552,17 @@ public class ApiExcelImportAppointmentDto {
         infoDto.setInitialPaymentMethod(GetDictItemListByDictTypeResponse.getItemValue(dictTypeResponses,
                 DictTypeEnum.CSF_AP_FIRST_ISSUE.getItemValue(),dto.getPlanInitialPaymentMethod()));
         //是否参加递增保障权益->是否參加遞增保障權益/通脹加保權益
-        infoDto.setIsJoin(Integer.getInteger(GetDictItemListByDictTypeResponse.getItemValue(dictTypeResponses,
-                DictTypeEnum.SYS_NO_YES.getItemValue(),dto.getPlanIsJoin())));
+        infoDto.setIsJoin(GetDictItemListByDictTypeResponse.getItemValue(dictTypeResponses,
+                DictTypeEnum.SYS_NO_YES.getItemValue(),dto.getPlanIsJoin()));
         //是否预缴保费->是否預繳保費 (如是，請填寫首期保費以外的剩餘保費)（是否预缴保费: 0-否, 1-是（字典）（产品计划信息表））
-        infoDto.setIsPrepay(Integer.getInteger(GetDictItemListByDictTypeResponse.getItemValue(dictTypeResponses,
-                DictTypeEnum.SYS_NO_YES.getItemValue(),dto.getPlanIsPrepay())));
+        infoDto.setIsPrepay(GetDictItemListByDictTypeResponse.getItemValue(dictTypeResponses,
+                DictTypeEnum.SYS_NO_YES.getItemValue(),dto.getPlanIsPrepay()));
         //付款频率
         infoDto.setPaymentFrequency(dto.getPlanPaymentFrequency());
         //供款年期
-        infoDto.setPaymentTerm(dto.getPlanPaymentTerm());
+        infoDto.setIssueNumber(dto.getPlanPaymentTerm());
         //保险产品名称->基本計劃名稱
-        infoDto.setProductName(dto.getPlanProductName());
+        infoDto.setProductLaunchName(dto.getPlanProductName());
         //续期付款方式
         infoDto.setRenewalPaymentMethod(GetDictItemListByDictTypeResponse.getItemValue(dictTypeResponses,
                 DictTypeEnum.CSF_AP_FIRST_ISSUE.getItemValue(),dto.getPlanRenewalPaymentMethod()));
@@ -610,14 +610,14 @@ public class ApiExcelImportAppointmentDto {
         infoDto.setMobile(StringUtil.getSplitStr(dto.getPolicyholderMobile(),"-",1));
         infoDto.setMobileCode(StringUtil.getSplitStr(dto.getPolicyholderMobile(),"-",0));
         //名字->中文姓名（投保人信息表：名字）
-        infoDto.setName(dto.getPolicyholderName());
+        infoDto.setNameCn(dto.getPolicyholderName());
         //名字-英文->英文姓名 (同护照)（投保人信息表：名字-英文）
-        infoDto.setNameEn(dto.getPolicyholderNameEn());
+        infoDto.setNamePyEn(dto.getPolicyholderNameEn());
         //国籍
         infoDto.setNationality(dto.getPolicyholderNationality());
         //通行证号码->港澳通行证号码（投保人信息表：通行证号码）
-        infoDto.setPassNo(dto.getPolicyholderPassNo());
-        infoDto.setPassportNo(dto.getPolicyholderPassportNo());
+//        infoDto.setPassNo(dto.getPolicyholderPassNo());
+//        infoDto.setPassportNo(dto.getPolicyholderPassportNo());
         //职位
         infoDto.setPosition(dto.getPolicyholderPosition());
         //居住地址->永久(住宅)地址（投保人信息表：居住地址）
@@ -666,14 +666,14 @@ public class ApiExcelImportAppointmentDto {
         infoDto.setMobile(StringUtil.getSplitStr(dto.getInsurantMobile(),"-",1));
         infoDto.setMobileCode(StringUtil.getSplitStr(dto.getInsurantMobile(),"-",0));
         //名字->中文姓名（投保人信息表：名字）
-        infoDto.setName(dto.getInsurantName());
+        infoDto.setNameCn(dto.getInsurantName());
         //名字-英文->英文姓名 (同护照)（投保人信息表：名字-英文）
-        infoDto.setNameEn(dto.getInsurantNameEn());
+        infoDto.setNamePyEn(dto.getInsurantNameEn());
         //国籍
         infoDto.setNationality(dto.getInsurantNationality());
         //通行证号码->港澳通行证号码（投保人信息表：通行证号码）
-        infoDto.setPassNo(dto.getInsurantPassNo());
-        infoDto.setPassportNo(dto.getInsurantPassportNo());
+//        infoDto.setPassNo(dto.getInsurantPassNo());
+//        infoDto.setPassportNo(dto.getInsurantPassportNo());
         //职位
         infoDto.setPosition(dto.getInsurantPosition());
         //居住地址->永久(住宅)地址（投保人信息表：居住地址）
@@ -693,7 +693,7 @@ public class ApiExcelImportAppointmentDto {
                                                                      ApiSecondHolderInfoDto infoDto,
                                                                      List<GetDictItemListByDictTypeResponse> dictTypeResponses) {
         //出生日期
-        infoDto.setBirthTime(DateUtil.getYMDLocalDateTime(dto.getSecondHolderBirthTime()));
+        infoDto.setBirthday(DateUtil.getYMDLocalDateTime(dto.getSecondHolderBirthTime()));
         //性别（字典）
         infoDto.setGender(GetDictItemListByDictTypeResponse.getItemValue(dictTypeResponses,
                 DictTypeEnum.SYS_GENDER.getItemValue(),dto.getSecondHolderGender()));
@@ -703,9 +703,9 @@ public class ApiExcelImportAppointmentDto {
         infoDto.setInsurantRel(GetDictItemListByDictTypeResponse.getItemValue(dictTypeResponses,
                 DictTypeEnum.CSF_AP_REL.getItemValue(),ChineseTextConverter.traditionalToSimplified(dto.getSecondHolderInsurantRel())));
         //名字
-        infoDto.setName(dto.getSecondHolderName());
+        infoDto.setNameCn(dto.getSecondHolderName());
         //名字-英文
-        infoDto.setNameEn(dto.getSecondHolderNameEn());
+        infoDto.setNamePyEn(dto.getSecondHolderNameEn());
         return infoDto;
     }
 
@@ -727,11 +727,11 @@ public class ApiExcelImportAppointmentDto {
                 //受益比例
                 infoDto.setBenefitRatio(dto.getBeneficiaryBenefitRatio());
                 //出生日期
-                infoDto.setBirthTime(DateUtil.getYMDLocalDateTime(dto.getBeneficiaryBirthTime()));
+                infoDto.setBirthday(DateUtil.getYMDLocalDateTime(dto.getBeneficiaryBirthTime()));
                 //中文姓名
-                infoDto.setName(dto.getBeneficiaryName());
+                infoDto.setNameCn(dto.getBeneficiaryName());
                 //名字-英文
-                infoDto.setNameEn(dto.getBeneficiaryNameEn());
+                infoDto.setNamePyEn(dto.getBeneficiaryNameEn());
                 //证件号码
                 infoDto.setIdNumber(dto.getBeneficiaryIdNumber());
                 //与受保人关系

yd-csf-feign/src/main/java/com/yd/csf/feign/dto/taxation/ApiTaxationDto.java

+package com.yd.csf.feign.dto.taxation;
+
+import lombok.Data;
+
+@Data
+public class ApiTaxationDto {
+
+    /**
+     * 税务国家
+     */
+    private String taxCountry;
+
+    /**
+     * 税务编号
+     */
+    private String taxId;
+}

yd-csf-service/src/main/java/com/yd/csf/service/enums/RelTypeEnum.java → yd-csf-feign/src/main/java/com/yd/csf/feign/enums/RelTypeEnum.java

-package com.yd.csf.service.enums;
+package com.yd.csf.feign.enums;
 
 /**
  * 用户关系枚举

yd-csf-feign/src/main/java/com/yd/csf/feign/fallback/appointment/ApiAppointmentFeignFallbackFactory.java

@@ -6,6 +6,7 @@ import com.yd.csf.feign.dto.appointment.ApiAppointmentInfoDto;
 import com.yd.csf.feign.request.appointment.*;
 import com.yd.csf.feign.response.appointment.ApiAppointmentAddResponse;
 import com.yd.csf.feign.response.appointment.ApiAppointmentDetailResponse;
+import com.yd.csf.feign.response.appointment.ApiAppointmentLogDetailResponse;
 import lombok.extern.slf4j.Slf4j;
 import org.springframework.cloud.openfeign.FallbackFactory;
 import org.springframework.stereotype.Component;
@@ -57,6 +58,11 @@ public class ApiAppointmentFeignFallbackFactory implements FallbackFactory<ApiAp
             }
 
             @Override
+            public Result editStorage(ApiAppointmentEditStorageRequest request) {
+                return null;
+            }
+
+            @Override
             public Result editConfirmTime(ApiAppointmentEditConfirmTimeRequest request) {
                 return null;
             }
@@ -87,9 +93,24 @@ public class ApiAppointmentFeignFallbackFactory implements FallbackFactory<ApiAp
             }
 
             @Override
+            public Result editStatus(ApiAppointmentEditStatusRequest request) {
+                return null;
+            }
+
+            @Override
             public Result del(String appointmentBizId) {
                 return null;
             }
+
+            @Override
+            public Result logPage(ApiAppointmentLogPageRequest request) {
+                return null;
+            }
+
+            @Override
+            public Result<ApiAppointmentLogDetailResponse> logDetail(String appointmentLogBizId) {
+                return null;
+            }
         };
     }
 }

yd-csf-feign/src/main/java/com/yd/csf/feign/fallback/common/ApiCsfCommonFeignFallbackFactory.java

+package com.yd.csf.feign.fallback.common;
+
+import com.yd.common.result.Result;
+import com.yd.csf.feign.client.common.ApiCsfCommonFeignClient;
+import com.yd.csf.feign.request.common.ApiCsfCalculateRequest;
+import com.yd.csf.feign.response.common.ApiCsfCalculateResponse;
+import lombok.extern.slf4j.Slf4j;
+import org.springframework.cloud.openfeign.FallbackFactory;
+import org.springframework.stereotype.Component;
+
+import java.util.List;
+
+/**
+ * 香港保险服务-公共接口信息Feign降级处理
+ */
+@Slf4j
+@Component
+public class ApiCsfCommonFeignFallbackFactory implements FallbackFactory<ApiCsfCommonFeignClient> {
+    @Override
+    public ApiCsfCommonFeignClient create(Throwable cause) {
+        return new ApiCsfCommonFeignClient() {
+            @Override
+            public Result<List<ApiCsfCalculateResponse>> calculate(ApiCsfCalculateRequest request) {
+                return null;
+            }
+        };
+    }
+}

yd-csf-feign/src/main/java/com/yd/csf/feign/request/appointment/ApiAppointmentAddRequest.java

@@ -3,6 +3,8 @@ package com.yd.csf.feign.request.appointment;
 import com.yd.csf.feign.dto.appointment.*;
 import com.yd.question.feign.dto.ApiAnswerSessionsDto;
 import lombok.Data;
+
+import javax.validation.Valid;
 import java.util.List;
 
 /**
@@ -12,18 +14,21 @@ import java.util.List;
 public class ApiAppointmentAddRequest {
 
     /**
-     * 预约信息
+     * 预约信息（包含签约信息）
      */
+    @Valid
     private ApiAppointmentInfoDto apiAppointmentInfoDto;
 
     /**
      * 产品计划信息
      */
+    @Valid
     private ApiProductPlanInfoDto apiProductPlanInfoDto;
 
     /**
      * 投保人信息
      */
+    @Valid
     private ApiPolicyholderInfoDto apiPolicyholderInfoDto;
 
     /**

yd-csf-feign/src/main/java/com/yd/csf/feign/request/appointment/ApiAppointmentEditRequest.java

@@ -4,6 +4,7 @@ import com.yd.csf.feign.dto.appointment.*;
 import com.yd.question.feign.dto.ApiAnswerSessionsDto;
 import lombok.Data;
 
+import javax.validation.Valid;
 import java.util.List;
 
 /**
@@ -15,16 +16,19 @@ public class ApiAppointmentEditRequest {
     /**
      * 预约信息
      */
+    @Valid
     private ApiAppointmentInfoDto apiAppointmentInfoDto;
 
     /**
      * 产品计划信息
      */
+    @Valid
     private ApiProductPlanInfoDto apiProductPlanInfoDto;
 
     /**
      * 投保人信息
      */
+    @Valid
     private ApiPolicyholderInfoDto apiPolicyholderInfoDto;
 
     /**

yd-csf-feign/src/main/java/com/yd/csf/feign/request/appointment/ApiAppointmentEditStatusRequest.java

+package com.yd.csf.feign.request.appointment;
+
+import lombok.Data;
+
+import javax.validation.constraints.NotBlank;
+import javax.validation.constraints.NotNull;
+
+@Data
+public class ApiAppointmentEditStatusRequest {
+
+    /**
+     * 操作类型 1-取消申请 2-取消预约
+     */
+    @NotNull(message = "操作类型不能为空")
+    private Integer oprType;
+
+    /**
+     * 预约信息主表唯一业务ID
+     */
+    @NotBlank(message = "预约信息主表唯一业务ID不能为空")
+    private String appointmentBizId;
+
+    /**
+     * 预约状态
+     */
+    @NotNull(message = "预约状态不能为空")
+    private Integer status;
+
+    /**
+     * 通用备注
+     */
+    private String remark;
+}

yd-csf-feign/src/main/java/com/yd/csf/feign/request/appointment/ApiAppointmentEditStorageRequest.java

+package com.yd.csf.feign.request.appointment;
+
+import com.yd.csf.feign.dto.appointment.*;
+import com.yd.question.feign.dto.ApiAnswerSessionsDto;
+import lombok.Data;
+
+import java.util.List;
+
+@Data
+public class ApiAppointmentEditStorageRequest {
+
+    /**
+     * 预约信息
+     */
+    private ApiAppointmentInfoDto apiAppointmentInfoDto;
+
+    /**
+     * 产品计划信息
+     */
+    private ApiProductPlanInfoDto apiProductPlanInfoDto;
+
+    /**
+     * 投保人信息
+     */
+    private ApiPolicyholderInfoDto apiPolicyholderInfoDto;
+
+    /**
+     * 受保人信息
+     */
+    private ApiInsurantInfoDto apiInsurantInfoDto;
+
+    /**
+     * 受益人列表信息
+     */
+    private List<ApiBeneficiaryInfoDto> apiBeneficiaryInfoDtoList;
+
+    /**
+     * 第二持有人信息
+     */
+    private ApiSecondHolderInfoDto apiSecondHolderInfoDto;
+
+    /**
+     * 健康信息 - 答题会话对象（实际回答问题的内容）集合，对象即ApiAnswerSessionsDto，一个对象一个问卷问题
+     */
+    private List<ApiAnswerSessionsDto> answerSessionsDtoList;
+}

yd-csf-feign/src/main/java/com/yd/csf/feign/request/appointment/ApiAppointmentLogPageRequest.java

+package com.yd.csf.feign.request.appointment;
+
+import com.yd.common.dto.PageDto;
+import lombok.Data;
+
+@Data
+public class ApiAppointmentLogPageRequest extends PageDto {
+
+
+}

yd-csf-feign/src/main/java/com/yd/csf/feign/request/common/ApiCsfCalculateRequest.java

+package com.yd.csf.feign.request.common;
+
+import lombok.Data;
+
+import javax.validation.constraints.NotNull;
+import java.util.List;
+
+@Data
+public class ApiCsfCalculateRequest {
+
+    /**
+     * 计算类型 1-通过中文自动加载全部大写的拼音 2-身份证号码计算性别 3-身份证号码计算生日 4-生日计算年龄 5-身高和体重计算BMI指数 6-身份证号码计算性别/生日/年龄
+     */
+    @NotNull(message = "计算类型不能为空")
+    private Integer calculateType;
+
+    /**
+     * 计算请求值（单个请求参数值）
+     */
+    private String requestValue;
+
+    /**
+     * 计算请求值列表（多个请求参数值）
+     */
+    private List<String> requestValueList;
+}

yd-csf-feign/src/main/java/com/yd/csf/feign/response/appointment/ApiAppointmentDetailResponse.java

@@ -11,7 +11,7 @@ import java.util.List;
 public class ApiAppointmentDetailResponse {
 
     /**
-     * 预约状态: 0-暂存 1-待预约, 2-待签署 3-已签署 4-已取消（字典）
+     * 预约状态
      */
     private Integer status;
 

yd-csf-feign/src/main/java/com/yd/csf/feign/response/appointment/ApiAppointmentLogDetailResponse.java

+package com.yd.csf.feign.response.appointment;
+
+import com.yd.csf.feign.dto.appointment.ApiAppointmentReferrerLogDto;
+import com.yd.csf.feign.dto.appointment.ApiAppointmentUserSignLogDto;
+import lombok.Data;
+
+import java.time.LocalDateTime;
+import java.util.List;
+
+@Data
+public class ApiAppointmentLogDetailResponse {
+
+    /**
+     * 预约信息日志表主键ID
+     */
+    private Long id;
+
+    /**
+     * 预约信息日志表唯一业务ID
+     */
+    private String appointmentLogBizId;
+
+    /**
+     * 预约信息主表唯一业务ID
+     */
+    private String appointmentBizId;
+
+    /**
+     * 预约编号
+     */
+    private String appointmentNo;
+
+    /**
+     * 关联客户信息表唯一业务ID（冗余字段）
+     */
+    private String customerBizId;
+
+    /**
+     * 关联客户编号（和客户信息表唯一业务ID是一对，唯一，冗余字段）
+     */
+    private String customerNo;
+
+    /**
+     * 关联FNA信息表唯一业务ID（冗余字段）
+     */
+    private String fnaBizId;
+
+    /**
+     * 关联FNA编号（和FNA信息表唯一业务ID是一对，唯一，冗余字段）
+     */
+    private String fnaNo;
+
+    /**
+     * 关联计划书信息表唯一业务ID（冗余字段）
+     */
+    private String proposalBizId;
+
+    /**
+     * 关联计划书编号（和计划书信息表唯一业务ID是一对，唯一，冗余字段）
+     */
+    private String proposalNo;
+
+    /**
+     * 预约状态: 0-暂存 1-待预约, 2-待签署 3-已签署 4-已取消（字典）
+     */
+    private Integer status;
+
+    /**
+     * 申请类型（字典）
+     */
+    private String applyType;
+
+    /**
+     * 到港时间
+     */
+    private LocalDateTime arrivalTime;
+
+    /**
+     * 离港时间
+     */
+    private LocalDateTime departureTime;
+
+    /**
+     * 会面地点（字典）
+     */
+    private String meetingPoint;
+
+    /**
+     * 签单地址
+     */
+    private String signingAddress;
+
+    /**
+     * 客户在港期间联络电话区号
+     */
+    private String hkMobileCode;
+
+    /**
+     * 客户在港期间联络电话
+     */
+    private String hkMobile;
+
+    /**
+     * 是否开户: 0-否, 1-是（字典）
+     */
+    private Integer isOpenAccount;
+
+    /**
+     * 开户行名称
+     */
+    private String bankName;
+
+    /**
+     * 开户行支行（分行）
+     */
+    private String bankBranchName;
+
+    /**
+     * 开户时间段（开始）
+     */
+    private LocalDateTime openAccountStartTime;
+
+    /**
+     * 开户时间段（结束）
+     */
+    private LocalDateTime openAccountEndTime;
+
+    /**
+     * 开户地点
+     */
+    private String openAccountLocation;
+
+    /**
+     * 开户须知
+     */
+    private String openAccountNotice;
+
+    /**
+     * 是否体检: 0-否, 1-是（字典）
+     */
+    private Integer isTj;
+
+    /**
+     * 是否购买过香港保险: 0-否, 1-是（字典）
+     */
+    private Integer isBuy;
+
+    /**
+     * 转保声明选项(字典)
+     */
+    private String policyTransfer;
+
+    /**
+     * 是否有用车服务：0-否, 1-是（字典）
+     */
+    private Integer isUseCar;
+
+    /**
+     * 通用备注
+     */
+    private String remark;
+
+    /**
+     * 删除标识: 0-正常, 1-删除
+     */
+    private Integer isDeleted;
+
+    /**
+     * 创建人ID
+     */
+    private String creatorId;
+
+    /**
+     * 创建人用户名
+     */
+    private String creatorName;
+
+    /**
+     * 更新人ID
+     */
+    private String updaterId;
+
+    /**
+     * 创建时间
+     */
+    private LocalDateTime createTime;
+
+    /**
+     * 更新时间
+     */
+    private LocalDateTime updateTime;
+
+    /**
+     * 预约-转介人信息日志列表
+     */
+    private List<ApiAppointmentReferrerLogDto> referrerLogDtoList;
+
+    /**
+     * 预约-签单员信息日志列表
+     */
+    private List<ApiAppointmentUserSignLogDto> userSignLogDtoList;
+}

yd-csf-feign/src/main/java/com/yd/csf/feign/response/appointment/ApiAppointmentLogPageResponse.java

+package com.yd.csf.feign.response.appointment;
+
+import lombok.Data;
+
+import java.time.LocalDateTime;
+
+@Data
+public class ApiAppointmentLogPageResponse {
+
+    /**
+     * 预约信息日志表主键ID
+     */
+    private Long id;
+
+    /**
+     * 预约信息日志表唯一业务ID
+     */
+    private String appointmentLogBizId;
+
+    /**
+     * 预约信息主表唯一业务ID
+     */
+    private String appointmentBizId;
+
+    /**
+     * 预约状态
+     */
+    private Integer status;
+
+    /**
+     * 通用备注
+     */
+    private String remark;
+
+    /**
+     * 创建人ID
+     */
+    private String creatorId;
+
+    /**
+     * 创建人用户名
+     */
+    private String creatorName;
+
+    /**
+     * 创建时间
+     */
+    private LocalDateTime createTime;
+}

yd-csf-feign/src/main/java/com/yd/csf/feign/response/common/ApiCsfCalculateResponse.java

+package com.yd.csf.feign.response.common;
+
+import lombok.Data;
+
+import javax.validation.constraints.NotNull;
+import java.util.List;
+
+@Data
+public class ApiCsfCalculateResponse {
+
+    /**
+     * 计算类型 1-通过中文自动加载全部大写的拼音 2-身份证号码计算性别 3-身份证号码计算生日 4-生日计算年龄 5-身高和体重计算BMI指数 6-身份证号码计算性别/生日/年龄
+     */
+    @NotNull(message = "计算类型不能为空")
+    private Integer calculateType;
+
+    /**
+     * 计算请求值（单个请求参数值）
+     */
+    private String requestValue;
+
+    /**
+     * 计算请求值列表（多个请求参数值）
+     */
+    private List<String> requestValueList;
+
+    /**
+     * 计算返回值
+     */
+    private String responseValue;
+}

yd-csf-feign/src/main/java/com/yd/csf/feign/valid/GroupValid.java

+package com.yd.csf.feign.valid;
+
+/**
+ * 分组校验接口
+ */
+public interface GroupValid {
+    // 非本人时需要校验的组
+    interface NotSelf {}
+    
+    // 总是需要校验的组
+    interface Always {}
+}
\ No newline at end of file

yd-csf-service/src/main/java/com/yd/csf/service/dao/AppointmentLogMapper.java

+package com.yd.csf.service.dao;
+
+import com.yd.csf.service.model.AppointmentLog;
+import com.baomidou.mybatisplus.core.mapper.BaseMapper;
+
+/**
+ * <p>
+ * 预约信息日志表（快照表） Mapper 接口
+ * </p>
+ *
+ * @author zxm
+ * @since 2025-12-15
+ */
+public interface AppointmentLogMapper extends BaseMapper<AppointmentLog> {
+
+}

yd-csf-service/src/main/java/com/yd/csf/service/dao/AppointmentMapper.java

@@ -2,7 +2,9 @@ package com.yd.csf.service.dao;
 
 import com.baomidou.mybatisplus.core.metadata.IPage;
 import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
+import com.yd.csf.feign.request.appointment.ApiAppointmentLogPageRequest;
 import com.yd.csf.feign.request.appointment.ApiAppointmentPageRequest;
+import com.yd.csf.feign.response.appointment.ApiAppointmentLogPageResponse;
 import com.yd.csf.feign.response.appointment.ApiAppointmentPageResponse;
 import com.yd.csf.feign.dto.appointmentfile.ItineraryDto;
 import com.yd.csf.service.model.Appointment;
@@ -26,4 +28,7 @@ public interface AppointmentMapper extends BaseMapper<Appointment> {
     ItineraryDto getItineraryDto(@Param("appointmentBizId") String appointmentBizId);
 
     Integer updateDelStatus(@Param("appointmentBizId") String appointmentBizId);
+
+    IPage<ApiAppointmentLogPageResponse> logPage(@Param("page") Page<ApiAppointmentLogPageResponse> page,
+                                                 @Param("request") ApiAppointmentLogPageRequest request);
 }

yd-csf-service/src/main/java/com/yd/csf/service/dao/AppointmentReferrerLogMapper.java

+package com.yd.csf.service.dao;
+
+import com.yd.csf.service.model.AppointmentReferrerLog;
+import com.baomidou.mybatisplus.core.mapper.BaseMapper;
+
+/**
+ * <p>
+ * 预约-转介人信息日志表（快照表） Mapper 接口
+ * </p>
+ *
+ * @author zxm
+ * @since 2025-12-15
+ */
+public interface AppointmentReferrerLogMapper extends BaseMapper<AppointmentReferrerLog> {
+
+}

yd-csf-service/src/main/java/com/yd/csf/service/dao/AppointmentReferrerMapper.java

+package com.yd.csf.service.dao;
+
+import com.yd.csf.service.model.AppointmentReferrer;
+import com.baomidou.mybatisplus.core.mapper.BaseMapper;
+
+/**
+ * <p>
+ * 预约-转介人信息表 Mapper 接口
+ * </p>
+ *
+ * @author zxm
+ * @since 2025-12-15
+ */
+public interface AppointmentReferrerMapper extends BaseMapper<AppointmentReferrer> {
+
+}

yd-csf-service/src/main/java/com/yd/csf/service/dao/AppointmentUserSignLogMapper.java

+package com.yd.csf.service.dao;
+
+import com.yd.csf.service.model.AppointmentUserSignLog;
+import com.baomidou.mybatisplus.core.mapper.BaseMapper;
+
+/**
+ * <p>
+ * 预约-签单员信息日志表（快照表） Mapper 接口
+ * </p>
+ *
+ * @author zxm
+ * @since 2025-12-15
+ */
+public interface AppointmentUserSignLogMapper extends BaseMapper<AppointmentUserSignLog> {
+
+}

yd-csf-service/src/main/java/com/yd/csf/service/dao/AppointmentUserSignMapper.java

+package com.yd.csf.service.dao;
+
+import com.yd.csf.service.model.AppointmentUserSign;
+import com.baomidou.mybatisplus.core.mapper.BaseMapper;
+
+/**
+ * <p>
+ * 预约-签单员信息表 Mapper 接口
+ * </p>
+ *
+ * @author zxm
+ * @since 2025-12-15
+ */
+public interface AppointmentUserSignMapper extends BaseMapper<AppointmentUserSign> {
+
+}

yd-csf-service/src/main/java/com/yd/csf/service/dao/TaxationMapper.java

+package com.yd.csf.service.dao;
+
+import com.yd.csf.service.model.Taxation;
+import com.baomidou.mybatisplus.core.mapper.BaseMapper;
+
+/**
+ * <p>
+ * 税务信息表 Mapper 接口
+ * </p>
+ *
+ * @author zxm
+ * @since 2025-12-17
+ */
+public interface TaxationMapper extends BaseMapper<Taxation> {
+
+}

yd-csf-service/src/main/java/com/yd/csf/service/enums/AppointmentStatusEnum.java

@@ -6,10 +6,16 @@ package com.yd.csf.service.enums;
 public enum AppointmentStatusEnum {
 
     //预约状态枚举
-    ZC("暂存",0),
-    DYY("待预约",1),
-    DQS("待签署",2),
-    YQS("已签署",3),
+//    ZC("暂存",0),
+//    DYY("待预约",1),
+//    DQS("待签署",2),
+//    YQS("已签署",3),
+//    YQX("已取消",4),
+
+    DWS("待完善",0),
+    YYZ("预约中",1),
+    YY_CG("预约成功",2),
+    YQD("已签单",3),
     YQX("已取消",4),
     ;
 

yd-csf-service/src/main/java/com/yd/csf/service/model/Appointment.java

@@ -125,6 +125,12 @@ public class Appointment implements Serializable {
     private LocalDateTime confirmAppointmentTime;
 
     /**
+     * 签单日
+     */
+    @TableField("sign_date")
+    private LocalDateTime signDate;
+
+    /**
      * 顾问是否陪同: 0-否, 1-是（字典）
      */
     @TableField("is_accompany")
@@ -287,6 +293,12 @@ public class Appointment implements Serializable {
     private Integer isUseCar;
 
     /**
+     * 是否法定受益人
+     */
+    @TableField("is_legal_beneficiary")
+    private String isLegalBeneficiary;
+
+    /**
      * 通用备注
      */
     @TableField("remark")

yd-csf-service/src/main/java/com/yd/csf/service/model/AppointmentLog.java

+package com.yd.csf.service.model;
+
+import com.baomidou.mybatisplus.annotation.IdType;
+import com.baomidou.mybatisplus.annotation.TableField;
+import com.baomidou.mybatisplus.annotation.TableId;
+import com.baomidou.mybatisplus.annotation.TableName;
+import java.io.Serializable;
+import java.time.LocalDateTime;
+import lombok.Getter;
+import lombok.Setter;
+
+/**
+ * <p>
+ * 预约信息日志表（快照表）
+ * </p>
+ *
+ * @author zxm
+ * @since 2025-12-15
+ */
+@Getter
+@Setter
+@TableName("appointment_log")
+public class AppointmentLog implements Serializable {
+
+    private static final long serialVersionUID = 1L;
+
+    @TableId(value = "id", type = IdType.AUTO)
+    private Long id;
+
+    /**
+     * 预约信息日志表唯一业务ID
+     */
+    @TableField("appointment_log_biz_id")
+    private String appointmentLogBizId;
+
+    /**
+     * 预约信息主表唯一业务ID
+     */
+    @TableField("appointment_biz_id")
+    private String appointmentBizId;
+
+    /**
+     * 预约编号
+     */
+    @TableField("appointment_no")
+    private String appointmentNo;
+
+    /**
+     * 关联客户信息表唯一业务ID（冗余字段）
+     */
+    @TableField("customer_biz_id")
+    private String customerBizId;
+
+    /**
+     * 关联客户编号（和客户信息表唯一业务ID是一对，唯一，冗余字段）
+     */
+    @TableField("customer_no")
+    private String customerNo;
+
+    /**
+     * 关联FNA信息表唯一业务ID（冗余字段）
+     */
+    @TableField("fna_biz_id")
+    private String fnaBizId;
+
+    /**
+     * 关联FNA编号（和FNA信息表唯一业务ID是一对，唯一，冗余字段）
+     */
+    @TableField("fna_no")
+    private String fnaNo;
+
+    /**
+     * 关联计划书信息表唯一业务ID（冗余字段）
+     */
+    @TableField("proposal_biz_id")
+    private String proposalBizId;
+
+    /**
+     * 关联计划书编号（和计划书信息表唯一业务ID是一对，唯一，冗余字段）
+     */
+    @TableField("proposal_no")
+    private String proposalNo;
+
+    /**
+     * 是否有其他预约同时进行: 0-否, 1-是（字典）
+     */
+    @TableField("is_together")
+    private Integer isTogether;
+
+    /**
+     * 进行同时预约的分组编号
+     */
+    @TableField("together_group_no")
+    private String togetherGroupNo;
+
+    /**
+     * 进行同时预约的预约编号
+     */
+    @TableField("together_appointment_no")
+    private String togetherAppointmentNo;
+
+    /**
+     * 预约状态: 0-暂存 1-待预约, 2-待签署 3-已签署 4-已取消（字典）
+     */
+    @TableField("status")
+    private Integer status;
+
+    /**
+     * 申请类型（字典）
+     */
+    @TableField("apply_type")
+    private String applyType;
+
+    /**
+     * 业务编号
+     */
+    @TableField("business_no")
+    private String businessNo;
+
+    /**
+     * 意向预约时间
+     */
+    @TableField("intention_appointment_time")
+    private LocalDateTime intentionAppointmentTime;
+
+    /**
+     * 确定预约时间
+     */
+    @TableField("confirm_appointment_time")
+    private LocalDateTime confirmAppointmentTime;
+
+    /**
+     * 顾问是否陪同: 0-否, 1-是（字典）
+     */
+    @TableField("is_accompany")
+    private Integer isAccompany;
+
+    /**
+     * 陪同顾问姓名（FNA Form有填写，可带入）
+     */
+    @TableField("accompany_name")
+    private String accompanyName;
+
+    /**
+     * 陪同顾问手机区号
+     */
+    @TableField("accompany_mobile_code")
+    private String accompanyMobileCode;
+
+    /**
+     * 陪同顾问手机
+     */
+    @TableField("accompany_mobile")
+    private String accompanyMobile;
+
+    /**
+     * 陪同顾问邮箱
+     */
+    @TableField("accompany_email")
+    private String accompanyEmail;
+
+    /**
+     * 业务代表1账号
+     */
+    @TableField("business_represent_account1")
+    private String businessRepresentAccount1;
+
+    /**
+     * 业务代表1姓名
+     */
+    @TableField("business_represent_name1")
+    private String businessRepresentName1;
+
+    /**
+     * 业务代表1电话号码区号
+     */
+    @TableField("business_represent_mobile1_code")
+    private String businessRepresentMobile1Code;
+
+    /**
+     * 业务代表1电话号码
+     */
+    @TableField("business_represent_mobile1")
+    private String businessRepresentMobile1;
+
+    /**
+     * 业务代表1邮箱
+     */
+    @TableField("business_represent_email1")
+    private String businessRepresentEmail1;
+
+    /**
+     * 到港时间
+     */
+    @TableField("arrival_time")
+    private LocalDateTime arrivalTime;
+
+    /**
+     * 离港时间
+     */
+    @TableField("departure_time")
+    private LocalDateTime departureTime;
+
+    /**
+     * 会面地点（字典）
+     */
+    @TableField("meeting_point")
+    private String meetingPoint;
+
+    /**
+     * 签单地址
+     */
+    @TableField("signing_address")
+    private String signingAddress;
+
+    /**
+     * 客户在港期间联络电话区号
+     */
+    @TableField("hk_mobile_code")
+    private String hkMobileCode;
+
+    /**
+     * 客户在港期间联络电话
+     */
+    @TableField("hk_mobile")
+    private String hkMobile;
+
+    /**
+     * 是否开户: 0-否, 1-是（字典）
+     */
+    @TableField("is_open_account")
+    private Integer isOpenAccount;
+
+    /**
+     * 开户行名称
+     */
+    @TableField("bank_name")
+    private String bankName;
+
+    /**
+     * 开户行支行（分行）
+     */
+    @TableField("bank_branch_name")
+    private String bankBranchName;
+
+    /**
+     * 开户时间段（开始）
+     */
+    @TableField("open_account_start_time")
+    private LocalDateTime openAccountStartTime;
+
+    /**
+     * 开户时间段（结束）
+     */
+    @TableField("open_account_end_time")
+    private LocalDateTime openAccountEndTime;
+
+    /**
+     * 开户地点
+     */
+    @TableField("open_account_location")
+    private String openAccountLocation;
+
+    /**
+     * 开户须知
+     */
+    @TableField("open_account_notice")
+    private String openAccountNotice;
+
+    /**
+     * 是否体检: 0-否, 1-是（字典）
+     */
+    @TableField("is_tj")
+    private Integer isTj;
+
+    /**
+     * 是否购买过香港保险: 0-否, 1-是（字典）
+     */
+    @TableField("is_buy")
+    private Integer isBuy;
+
+    /**
+     * 转保声明选项(字典)
+     */
+    @TableField("policy_transfer")
+    private String policyTransfer;
+
+    /**
+     * 是否有用车服务：0-否, 1-是（字典）
+     */
+    @TableField("is_use_car")
+    private Integer isUseCar;
+
+    /**
+     * 通用备注
+     */
+    @TableField("remark")
+    private String remark;
+
+    /**
+     * 删除标识: 0-正常, 1-删除
+     */
+    @TableField("is_deleted")
+    private Integer isDeleted;
+
+    /**
+     * 创建人ID
+     */
+    @TableField("creator_id")
+    private String creatorId;
+
+    /**
+     * 创建人用户名
+     */
+    @TableField("creator_name")
+    private String creatorName;
+
+    /**
+     * 更新人ID
+     */
+    @TableField("updater_id")
+    private String updaterId;
+
+    /**
+     * 创建时间
+     */
+    @TableField("create_time")
+    private LocalDateTime createTime;
+
+    /**
+     * 更新时间
+     */
+    @TableField("update_time")
+    private LocalDateTime updateTime;
+}

yd-csf-service/src/main/java/com/yd/csf/service/model/AppointmentReferrer.java

+package com.yd.csf.service.model;
+
+import com.baomidou.mybatisplus.annotation.IdType;
+import com.baomidou.mybatisplus.annotation.TableField;
+import com.baomidou.mybatisplus.annotation.TableId;
+import com.baomidou.mybatisplus.annotation.TableName;
+import java.io.Serializable;
+import java.time.LocalDateTime;
+import lombok.Getter;
+import lombok.Setter;
+
+/**
+ * <p>
+ * 预约-转介人信息表
+ * </p>
+ *
+ * @author zxm
+ * @since 2025-12-15
+ */
+@Getter
+@Setter
+@TableName("appointment_referrer")
+public class AppointmentReferrer implements Serializable {
+
+    private static final long serialVersionUID = 1L;
+
+    @TableId(value = "id", type = IdType.AUTO)
+    private Long id;
+
+    /**
+     * 预约-转介人信息表唯一业务ID
+     */
+    @TableField("appointment_referrer_biz_id")
+    private String appointmentReferrerBizId;
+
+    /**
+     * 预约信息主表唯一业务ID（关联）
+     */
+    @TableField("appointment_biz_id")
+    private String appointmentBizId;
+
+    /**
+     * 系统用户-销售用户扩展表唯一业务ID（转介人，冗余）
+     */
+    @TableField("user_sale_biz_id")
+    private String userSaleBizId;
+
+    /**
+     * 系统用户唯一业务ID（冗余）
+     */
+    @TableField("user_biz_id")
+    private String userBizId;
+
+    /**
+     * 姓名
+     */
+    @TableField("real_name")
+    private String realName;
+
+    /**
+     * 手机号
+     */
+    @TableField("phone")
+    private String phone;
+
+    /**
+     * 邮箱
+     */
+    @TableField("email")
+    private String email;
+
+    /**
+     * 通用备注
+     */
+    @TableField("remark")
+    private String remark;
+
+    /**
+     * 删除标识: 0-正常, 1-删除
+     */
+    @TableField("is_deleted")
+    private Integer isDeleted;
+
+    /**
+     * 创建人ID
+     */
+    @TableField("creator_id")
+    private String creatorId;
+
+    /**
+     * 更新人ID
+     */
+    @TableField("updater_id")
+    private String updaterId;
+
+    /**
+     * 创建时间
+     */
+    @TableField("create_time")
+    private LocalDateTime createTime;
+
+    /**
+     * 更新时间
+     */
+    @TableField("update_time")
+    private LocalDateTime updateTime;
+}

yd-csf-service/src/main/java/com/yd/csf/service/model/AppointmentReferrerLog.java

+package com.yd.csf.service.model;
+
+import com.baomidou.mybatisplus.annotation.IdType;
+import com.baomidou.mybatisplus.annotation.TableField;
+import com.baomidou.mybatisplus.annotation.TableId;
+import com.baomidou.mybatisplus.annotation.TableName;
+import java.io.Serializable;
+import java.time.LocalDateTime;
+import lombok.Getter;
+import lombok.Setter;
+
+/**
+ * <p>
+ * 预约-转介人信息日志表（快照表）
+ * </p>
+ *
+ * @author zxm
+ * @since 2025-12-15
+ */
+@Getter
+@Setter
+@TableName("appointment_referrer_log")
+public class AppointmentReferrerLog implements Serializable {
+
+    private static final long serialVersionUID = 1L;
+
+    @TableId(value = "id", type = IdType.AUTO)
+    private Long id;
+
+    /**
+     * 预约-转介人信息日志表唯一业务ID
+     */
+    @TableField("appointment_referrer_log_biz_id")
+    private String appointmentReferrerLogBizId;
+
+    /**
+     * 预约信息日志表唯一业务ID
+     */
+    @TableField("appointment_log_biz_id")
+    private String appointmentLogBizId;
+
+    /**
+     * 系统用户-销售用户扩展表唯一业务ID（转介人，冗余）
+     */
+    @TableField("user_sale_biz_id")
+    private String userSaleBizId;
+
+    /**
+     * 系统用户唯一业务ID（冗余）
+     */
+    @TableField("user_biz_id")
+    private String userBizId;
+
+    /**
+     * 姓名
+     */
+    @TableField("real_name")
+    private String realName;
+
+    /**
+     * 手机号
+     */
+    @TableField("phone")
+    private String phone;
+
+    /**
+     * 邮箱
+     */
+    @TableField("email")
+    private String email;
+
+    /**
+     * 通用备注
+     */
+    @TableField("remark")
+    private String remark;
+
+    /**
+     * 删除标识: 0-正常, 1-删除
+     */
+    @TableField("is_deleted")
+    private Integer isDeleted;
+
+    /**
+     * 创建人ID
+     */
+    @TableField("creator_id")
+    private String creatorId;
+
+    /**
+     * 更新人ID
+     */
+    @TableField("updater_id")
+    private String updaterId;
+
+    /**
+     * 创建时间
+     */
+    @TableField("create_time")
+    private LocalDateTime createTime;
+
+    /**
+     * 更新时间
+     */
+    @TableField("update_time")
+    private LocalDateTime updateTime;
+}

yd-csf-service/src/main/java/com/yd/csf/service/model/AppointmentUserSign.java

+package com.yd.csf.service.model;
+
+import com.baomidou.mybatisplus.annotation.IdType;
+import com.baomidou.mybatisplus.annotation.TableField;
+import com.baomidou.mybatisplus.annotation.TableId;
+import com.baomidou.mybatisplus.annotation.TableName;
+import java.io.Serializable;
+import java.time.LocalDateTime;
+import lombok.Getter;
+import lombok.Setter;
+
+/**
+ * <p>
+ * 预约-签单员信息表
+ * </p>
+ *
+ * @author zxm
+ * @since 2025-12-15
+ */
+@Getter
+@Setter
+@TableName("appointment_user_sign")
+public class AppointmentUserSign implements Serializable {
+
+    private static final long serialVersionUID = 1L;
+
+    @TableId(value = "id", type = IdType.AUTO)
+    private Long id;
+
+    /**
+     * 预约-签单员信息表唯一业务ID
+     */
+    @TableField("appointment_user_sign_biz_id")
+    private String appointmentUserSignBizId;
+
+    /**
+     * 预约信息主表唯一业务ID（关联）
+     */
+    @TableField("appointment_biz_id")
+    private String appointmentBizId;
+
+    /**
+     * 签单用户扩展唯一业务ID（冗余）
+     */
+    @TableField("user_sign_biz_id")
+    private String userSignBizId;
+
+    /**
+     * 系统用户唯一业务ID（冗余）
+     */
+    @TableField("user_biz_id")
+    private String userBizId;
+
+    /**
+     * 姓名
+     */
+    @TableField("real_name")
+    private String realName;
+
+    /**
+     * 执业编码
+     */
+    @TableField("practice_code")
+    private String practiceCode;
+
+    /**
+     * 手机号
+     */
+    @TableField("phone")
+    private String phone;
+
+    /**
+     * 证件类型
+     */
+    @TableField("card_type")
+    private String cardType;
+
+    /**
+     * 证件号码
+     */
+    @TableField("card_no")
+    private String cardNo;
+
+    /**
+     * 邮箱
+     */
+    @TableField("email")
+    private String email;
+
+    /**
+     * 通用备注
+     */
+    @TableField("remark")
+    private String remark;
+
+    /**
+     * 删除标识: 0-正常, 1-删除
+     */
+    @TableField("is_deleted")
+    private Integer isDeleted;
+
+    /**
+     * 创建人ID
+     */
+    @TableField("creator_id")
+    private String creatorId;
+
+    /**
+     * 更新人ID
+     */
+    @TableField("updater_id")
+    private String updaterId;
+
+    /**
+     * 创建时间
+     */
+    @TableField("create_time")
+    private LocalDateTime createTime;
+
+    /**
+     * 更新时间
+     */
+    @TableField("update_time")
+    private LocalDateTime updateTime;
+}

yd-csf-service/src/main/java/com/yd/csf/service/model/AppointmentUserSignLog.java

+package com.yd.csf.service.model;
+
+import com.baomidou.mybatisplus.annotation.IdType;
+import com.baomidou.mybatisplus.annotation.TableField;
+import com.baomidou.mybatisplus.annotation.TableId;
+import com.baomidou.mybatisplus.annotation.TableName;
+import java.io.Serializable;
+import java.time.LocalDateTime;
+import lombok.Getter;
+import lombok.Setter;
+
+/**
+ * <p>
+ * 预约-签单员信息日志表（快照表）
+ * </p>
+ *
+ * @author zxm
+ * @since 2025-12-15
+ */
+@Getter
+@Setter
+@TableName("appointment_user_sign_log")
+public class AppointmentUserSignLog implements Serializable {
+
+    private static final long serialVersionUID = 1L;
+
+    @TableId(value = "id", type = IdType.AUTO)
+    private Long id;
+
+    /**
+     * 预约-签单员信息日志表唯一业务ID
+     */
+    @TableField("appointment_user_sign_log_biz_id")
+    private String appointmentUserSignLogBizId;
+
+    /**
+     * 预约信息日志表唯一业务ID
+     */
+    @TableField("appointment_log_biz_id")
+    private String appointmentLogBizId;
+
+    /**
+     * 签单用户扩展唯一业务ID（冗余）
+     */
+    @TableField("user_sign_biz_id")
+    private String userSignBizId;
+
+    /**
+     * 系统用户唯一业务ID（冗余）
+     */
+    @TableField("user_biz_id")
+    private String userBizId;
+
+    /**
+     * 姓名
+     */
+    @TableField("real_name")
+    private String realName;
+
+    /**
+     * 执业编码
+     */
+    @TableField("practice_code")
+    private String practiceCode;
+
+    /**
+     * 手机号
+     */
+    @TableField("phone")
+    private String phone;
+
+    /**
+     * 证件类型
+     */
+    @TableField("card_type")
+    private String cardType;
+
+    /**
+     * 证件号码
+     */
+    @TableField("card_no")
+    private String cardNo;
+
+    /**
+     * 邮箱
+     */
+    @TableField("email")
+    private String email;
+
+    /**
+     * 通用备注
+     */
+    @TableField("remark")
+    private String remark;
+
+    /**
+     * 删除标识: 0-正常, 1-删除
+     */
+    @TableField("is_deleted")
+    private Integer isDeleted;
+
+    /**
+     * 创建人ID
+     */
+    @TableField("creator_id")
+    private String creatorId;
+
+    /**
+     * 更新人ID
+     */
+    @TableField("updater_id")
+    private String updaterId;
+
+    /**
+     * 创建时间
+     */
+    @TableField("create_time")
+    private LocalDateTime createTime;
+
+    /**
+     * 更新时间
+     */
+    @TableField("update_time")
+    private LocalDateTime updateTime;
+}

yd-csf-service/src/main/java/com/yd/csf/service/model/Beneficiary.java

@@ -17,7 +17,7 @@ import java.time.LocalDateTime;
  * </p>
  *
  * @author zxm
- * @since 2025-09-02
+ * @since 2025-12-18
  */
 @Getter
 @Setter
@@ -42,43 +42,25 @@ public class Beneficiary implements Serializable {
     private String beneficiaryBizId;
 
     /**
-     * 客户类型（字典）(个人或者公司)
-     */
-    @TableField("customer_type")
-    private String customerType;
-
-    /**
      * 与受保人关系（字典）
      */
     @TableField("insurant_rel")
     private String insurantRel;
 
     /**
-     * 受益比例
-     */
-    @TableField("benefit_ratio")
-    private BigDecimal benefitRatio;
-
-    /**
-     * 名字
-     */
-    @TableField("name")
-    private String name;
-
-    /**
-     * 名字-英文
+     * 姓名-中文
      */
-    @TableField("name_en")
-    private String nameEn;
+    @TableField("name_cn")
+    private String nameCn;
 
     /**
-     * 性别（字典）
+     * 姓名-（拼音/英文，通过中文自动加载全部大写的拼音）
      */
-    @TableField("gender")
-    private String gender;
+    @TableField("name_py_en")
+    private String namePyEn;
 
     /**
-     * 证件类型（字典）
+     * 证件类型（字典，下拉选择）
      */
     @TableField("document_type")
     private String documentType;
@@ -90,112 +72,28 @@ public class Beneficiary implements Serializable {
     private String idNumber;
 
     /**
-     * 护照号码
+     * 性别（字典，如果是身份证，自动获取性别和生日）
      */
-    @TableField("passport_number")
-    private String passportNumber;
-
-    /**
-     * 出生日期
-     */
-    @TableField("birth_time")
-    private LocalDateTime birthTime;
-
-    /**
-     * 公司名称
-     */
-    @TableField("company_name")
-    private String companyName;
-
-    /**
-     * 公司名称（英文）
-     */
-    @TableField("company_name_en")
-    private String companyNameEn;
-
-    /**
-     * 公司商业登记号码
-     */
-    @TableField("company_business_no")
-    private String companyBusinessNo;
-
-    /**
-     * 公司注册日期
-     */
-    @TableField("company_register_time")
-    private LocalDateTime companyRegisterTime;
-
-    /**
-     * 公司注册地区（字典）
-     */
-    @TableField("company_register_region")
-    private String companyRegisterRegion;
-
-    /**
-     * 公司电话区号
-     */
-    @TableField("company_mobile_code")
-    private String companyMobileCode;
-
-    /**
-     * 公司电话
-     */
-    @TableField("company_mobile")
-    private String companyMobile;
-
-    /**
-     * 公司邮箱
-     */
-    @TableField("company_email")
-    private String companyEmail;
-
-    /**
-     * 公司登记地址
-     */
-    @TableField("company_enter_address")
-    private String companyEnterAddress;
-
-    /**
-     * 通讯地址
-     */
-    @TableField("mailing_address")
-    private String mailingAddress;
-
-    /**
-     * 授权代表姓名中文-名字
-     */
-    @TableField("auth_name_cn")
-    private String authNameCn;
-
-    /**
-     * 授权代表姓名英文-名字
-     */
-    @TableField("auth_name_en")
-    private String authNameEn;
-
-    /**
-     * 授权代表职称
-     */
-    @TableField("auth_professional")
-    private String authProfessional;
+    @TableField("gender")
+    private String gender;
 
     /**
-     * 授权代表电话区号
+     * 出生日期（生日，如果是身份证，自动获取性别和生日）
      */
-    @TableField("auth_mobile_code")
-    private String authMobileCode;
+    @TableField("birthday")
+    private LocalDateTime birthday;
 
     /**
-     * 授权代表电话
+     * 国籍（下拉选择）
      */
-    @TableField("auth_mobile")
-    private String authMobile;
+    @TableField("nationality")
+    private String nationality;
 
     /**
-     * 地址列表（json串）
+     * 受益比例
      */
-    @TableField("address_list")
-    private String addressList;
+    @TableField("benefit_ratio")
+    private BigDecimal benefitRatio;
 
     /**
      * 通用备注

yd-csf-service/src/main/java/com/yd/csf/service/model/Insurant.java

@@ -4,15 +4,12 @@ import com.baomidou.mybatisplus.annotation.IdType;
 import com.baomidou.mybatisplus.annotation.TableField;
 import com.baomidou.mybatisplus.annotation.TableId;
 import com.baomidou.mybatisplus.annotation.TableName;
-import com.fasterxml.jackson.annotation.JsonFormat;
-import com.yd.csf.feign.dto.AddressDto;
 import lombok.Getter;
 import lombok.Setter;
 
 import java.io.Serializable;
 import java.math.BigDecimal;
 import java.time.LocalDateTime;
-import java.util.List;
 
 /**
  * <p>
@@ -20,7 +17,7 @@ import java.util.List;
  * </p>
  *
  * @author zxm
- * @since 2025-09-02
+ * @since 2025-12-18
  */
 @Getter
 @Setter
@@ -33,22 +30,16 @@ public class Insurant implements Serializable {
     private Long id;
 
     /**
-     * 预约信息主表唯一业务ID
-     */
-    @TableField("appointment_biz_id")
-    private String appointmentBizId;
-
-    /**
      * 受保人信息表唯一业务ID
      */
     @TableField("insurant_biz_id")
     private String insurantBizId;
 
     /**
-     * 客户类型（字典）
+     * 预约信息主表唯一业务ID
      */
-    @TableField("customer_type")
-    private String customerType;
+    @TableField("appointment_biz_id")
+    private String appointmentBizId;
 
     /**
      * 关联客户信息表唯一业务ID（冗余字段）
@@ -69,25 +60,19 @@ public class Insurant implements Serializable {
     private String policyholderRel;
 
     /**
-     * 名字
+     * 姓名-中文
      */
-    @TableField("name")
-    private String name;
+    @TableField("name_cn")
+    private String nameCn;
 
     /**
-     * 名字-英文
+     * 姓名-（拼音/英文，通过中文自动加载全部大写的拼音）
      */
-    @TableField("name_en")
-    private String nameEn;
+    @TableField("name_py_en")
+    private String namePyEn;
 
     /**
-     * 性别（字典）
-     */
-    @TableField("gender")
-    private String gender;
-
-    /**
-     * 证件类型（字典）
+     * 证件类型（字典，下拉选择）
      */
     @TableField("document_type")
     private String documentType;
@@ -99,172 +84,190 @@ public class Insurant implements Serializable {
     private String idNumber;
 
     /**
-     * 出生日期
+     * 性别（字典，如果是身份证，自动获取性别和生日）
+     */
+    @TableField("gender")
+    private String gender;
+
+    /**
+     * 出生日期（生日，如果是身份证，自动获取性别和生日）
      */
     @TableField("birthday")
     private LocalDateTime birthday;
 
     /**
-     * 年龄
+     * 年龄（通过生日自动获取年龄）
      */
     @TableField("age")
     private String age;
 
     /**
-     * 居住地址
+     * 国籍（下拉选择）
      */
-    @TableField("residential_address")
-    private String residentialAddress;
+    @TableField("nationality")
+    private String nationality;
 
     /**
-     * 通讯地址
+     * 出生地
      */
-    @TableField("mailing_address")
-    private String mailingAddress;
+    @TableField("birthplace")
+    private String birthplace;
 
     /**
-     * 移动电话区号
+     * 是否拥有其他国家公民身份（如美国、日本等）: 0-否, 1-是（字典）
      */
-    @TableField("mobile_code")
-    private String mobileCode;
+    @TableField("is_other_country")
+    private String isOtherCountry;
 
     /**
-     * 移动电话
+     * 吸烟情况（字典）
      */
-    @TableField("mobile")
-    private String mobile;
+    @TableField("smoking_status")
+    private String smokingStatus;
 
     /**
-     * 邮箱
+     * 婚姻情况（字典）
      */
-    @TableField("email")
-    private String email;
+    @TableField("marital_status")
+    private String maritalStatus;
 
     /**
-     * 公司名称
+     * 教育程度（字典）
      */
-    @TableField("company_name")
-    private String companyName;
+    @TableField("education_level")
+    private String educationLevel;
 
     /**
-     * 公司地址
+     * 是否退休（字典）
      */
-    @TableField("company_address")
-    private String companyAddress;
+    @TableField("is_retirement")
+    private String isRetirement;
 
     /**
-     * 行业
+     * 退休年龄（如已退休，再显示）
      */
-    @TableField("industry")
-    private String industry;
+    @TableField("retirement_age")
+    private String retirementAge;
 
     /**
-     * 职位
+     * 身高（CM)
      */
-    @TableField("position")
-    private String position;
+    @TableField("height")
+    private String height;
 
     /**
-     * 风险偏好（字典）
+     * 体重（KG)
+     */
+    @TableField("weight")
+    private String weight;
+
+    /**
+     * BMI指数（根据身高和体重自动计算）
+     */
+    @TableField("bmi")
+    private String bmi;
+
+    /**
+     * 风险偏好（字典，下拉选择）
      */
     @TableField("risk_appetite")
     private String riskAppetite;
 
     /**
-     * 是否VIP: 0-否, 1-是（字典）
+     * 受供养人数目（通过FNA带入）
      */
-    @TableField("is_vip")
-    private Integer isVip;
+    @TableField("dependents_num")
+    private Integer dependentsNum;
 
     /**
-     * vip备注
+     * 移动电话区号
      */
-    @TableField("vip_remark")
-    private String vipRemark;
+    @TableField("mobile_code")
+    private String mobileCode;
 
     /**
-     * 称谓（字典）
+     * 移动电话
      */
-    @TableField("appellation")
-    private String appellation;
+    @TableField("mobile")
+    private String mobile;
 
     /**
-     * 是否区分吸烟（字典）
+     * 住宅电话区号
      */
-    @TableField("smoking_allowed")
-    private String smokingAllowed;
+    @TableField("residence_mobile_code")
+    private String residenceMobileCode;
 
     /**
-     * 出生地（省市）
+     * 住宅电话
      */
-    @TableField("birthplace")
-    private String birthplace;
+    @TableField("residence_mobile")
+    private String residenceMobile;
 
     /**
-     * 国籍
+     * 固定电话区号
      */
-    @TableField("nationality")
-    private String nationality;
+    @TableField("landline_code")
+    private String landlineCode;
 
     /**
-     * 护照号码
+     * 固定电话
      */
-    @TableField("passport_no")
-    private String passportNo;
+    @TableField("landline")
+    private String landline;
 
     /**
-     * 通行证号码
+     * 邮箱
      */
-    @TableField("pass_no")
-    private String passNo;
+    @TableField("email")
+    private String email;
 
     /**
-     * 身高
+     * 证件地址
      */
-    @TableField("height")
-    private String height;
+    @TableField("certificate_address")
+    private String certificateAddress;
 
     /**
-     * 体重
+     * 通讯地址
      */
-    @TableField("weight")
-    private String weight;
+    @TableField("mailing_address")
+    private String mailingAddress;
 
     /**
-     * BMI
+     * 居住地址（住宅地址）
      */
-    @TableField("bmi")
-    private String bmi;
+    @TableField("residential_address")
+    private String residentialAddress;
 
     /**
-     * 受雇于现职年期
+     * 通讯地址邮政编号
      */
-    @TableField("current_tenure")
-    private BigDecimal currentTenure;
+    @TableField("mailing_address_code")
+    private String mailingAddressCode;
 
     /**
-     * 总负债额
+     * 就业情况（字典，下拉选择）
      */
-    @TableField("total_debt")
-    private BigDecimal totalDebt;
+    @TableField("employment_status")
+    private String employmentStatus;
 
     /**
-     * 受供养人数目
+     * 公司/学校名称
      */
-    @TableField("dependents_num")
-    private Integer dependentsNum;
+    @TableField("cs_name")
+    private String csName;
 
     /**
-     * 婚姻状况（字典）
+     * 行业
      */
-    @TableField("marital_status")
-    private String maritalStatus;
+    @TableField("industry")
+    private String industry;
 
     /**
-     * 教育程度（字典）
+     * 现时每月收入（HKD)
      */
-    @TableField("education_level")
-    private String educationLevel;
+    @TableField("current_monthly_income")
+    private BigDecimal currentMonthlyIncome;
 
     /**
      * 总工作年期
@@ -273,10 +276,22 @@ public class Insurant implements Serializable {
     private BigDecimal totalWorkingYears;
 
     /**
-     * 现时每月收入
+     * 受雇于现职年期
+     */
+    @TableField("current_tenure")
+    private BigDecimal currentTenure;
+
+    /**
+     * 职位
      */
-    @TableField("current_monthly_income")
-    private BigDecimal currentMonthlyIncome;
+    @TableField("position")
+    private String position;
+
+    /**
+     * 公司地址
+     */
+    @TableField("company_address")
+    private String companyAddress;
 
     /**
      * 公司电话区号
@@ -291,40 +306,34 @@ public class Insurant implements Serializable {
     private String companyMobile;
 
     /**
-     * 固定电话区号
-     */
-    @TableField("landline_code")
-    private String landlineCode;
-
-    /**
-     * 固定电话
+     * 公司地址邮政编号
      */
-    @TableField("landline")
-    private String landline;
+    @TableField("company_address_code")
+    private String companyAddressCode;
 
     /**
-     * 其他电话
+     * 平均每月收入（HKD）
      */
-    @TableField("other_mobile")
-    private String otherMobile;
+    @TableField("month_income")
+    private BigDecimal monthIncome;
 
     /**
-     * 过往一年是否所属国家以外地区居住超过182日: 0-否, 1-是（字典）
+     * 平均每月支出（HKD）
      */
-    @TableField("is_exceed")
-    private Integer isExceed;
+    @TableField("month_expenditure")
+    private BigDecimal monthExpenditure;
 
     /**
-     * 是否拥有其他国家公民身份（如美国、日本等）: 0-否, 1-是（字典）
+     * 总流动资产（HKD）
      */
-    @TableField("is_other_country")
-    private Integer isOtherCountry;
+    @TableField("total_current_assets")
+    private BigDecimal totalCurrentAssets;
 
     /**
-     * 是否接受推广信息: 0-否, 1-是（字典）
+     * 总负债额（HKD）
      */
-    @TableField("is_promotion")
-    private Integer isPromotion;
+    @TableField("total_debt")
+    private BigDecimal totalDebt;
 
     /**
      * 旅行（字典）
@@ -333,25 +342,25 @@ public class Insurant implements Serializable {
     private String travel;
 
     /**
-     * 运动（字典）
+     * 运动（字典，下拉选择）
      */
     @TableField("exercise")
     private String exercise;
 
     /**
-     * 游戏（字典）
+     * 游戏（字典，下拉选择）
      */
     @TableField("game")
     private String game;
 
     /**
-     * 电影/戏剧（字典）
+     * 电影/戏剧（字典，下拉选择）
      */
     @TableField("movie_drama")
     private String movieDrama;
 
     /**
-     * 美食（字典）
+     * 美食（输入）
      */
     @TableField("delicacy")
     private String delicacy;
@@ -397,83 +406,4 @@ public class Insurant implements Serializable {
      */
     @TableField("update_time")
     private LocalDateTime updateTime;
-
-    /**
-     * 吸烟量(支/天)
-     */
-    @TableField("smoking_volume")
-    private String smokingVolume;
-
-    /**
-     * 货币（字典）
-     */
-    @TableField("currency")
-    private String currency;
-
-    /**
-     * 公司名称（英文）
-     */
-    @TableField("company_name_en")
-    private String companyNameEn;
-
-    /**
-     * 公司商业登记号码
-     */
-    @TableField("company_business_no")
-    private String companyBusinessNo;
-
-    /**
-     * 公司注册日期
-     */
-    @TableField("company_register_time")
-    private LocalDateTime companyRegisterTime;
-
-    /**
-     * 公司注册地区（字典）
-     */
-    @TableField("company_register_region")
-    private String companyRegisterRegion;
-
-    /**
-     * 公司邮箱
-     */
-    @TableField("company_email")
-    private String companyEmail;
-
-    /**
-     * 公司登记地址
-     */
-    @TableField("company_enter_address")
-    private String companyEnterAddress;
-
-    /**
-     * 授权代表姓名中文-名字
-     */
-    @TableField("auth_name_cn")
-    private String authNameCn;
-
-    /**
-     * 授权代表姓名英文-名字
-     */
-    @TableField("auth_name_en")
-    private String authNameEn;
-
-    /**
-     * 授权代表职称
-     */
-    @TableField("auth_professional")
-    private String authProfessional;
-
-    /**
-     * 授权代表电话区号
-     */
-    @TableField("auth_mobile_code")
-    private String authMobileCode;
-
-    /**
-     * 授权代表电话
-     */
-    @TableField("auth_mobile")
-    private String authMobile;
-
 }

yd-csf-service/src/main/java/com/yd/csf/service/model/Policyholder.java

@@ -4,13 +4,11 @@ import com.baomidou.mybatisplus.annotation.IdType;
 import com.baomidou.mybatisplus.annotation.TableField;
 import com.baomidou.mybatisplus.annotation.TableId;
 import com.baomidou.mybatisplus.annotation.TableName;
-import com.fasterxml.jackson.annotation.JsonFormat;
-import lombok.Getter;
-import lombok.Setter;
-
 import java.io.Serializable;
 import java.math.BigDecimal;
 import java.time.LocalDateTime;
+import lombok.Getter;
+import lombok.Setter;
 
 /**
  * <p>
@@ -18,7 +16,7 @@ import java.time.LocalDateTime;
  * </p>
  *
  * @author zxm
- * @since 2025-09-02
+ * @since 2025-12-18
  */
 @Getter
 @Setter
@@ -27,7 +25,6 @@ public class Policyholder implements Serializable {
 
     private static final long serialVersionUID = 1L;
 
-
     @TableId(value = "id", type = IdType.AUTO)
     private Long id;
 
@@ -44,12 +41,6 @@ public class Policyholder implements Serializable {
     private String policyholderBizId;
 
     /**
-     * 客户类型（字典）
-     */
-    @TableField("customer_type")
-    private String customerType;
-
-    /**
      * 关联客户信息表唯一业务ID（冗余字段）
      */
     @TableField("customer_biz_id")
@@ -62,25 +53,19 @@ public class Policyholder implements Serializable {
     private String customerNo;
 
     /**
-     * 名字
-     */
-    @TableField("name")
-    private String name;
-
-    /**
-     * 名字-英文
+     * 姓名-中文
      */
-    @TableField("name_en")
-    private String nameEn;
+    @TableField("name_cn")
+    private String nameCn;
 
     /**
-     * 性别（字典）
+     * 姓名-（拼音/英文，通过中文自动加载全部大写的拼音）
      */
-    @TableField("gender")
-    private String gender;
+    @TableField("name_py_en")
+    private String namePyEn;
 
     /**
-     * 证件类型（字典）
+     * 证件类型（字典，下拉选择）
      */
     @TableField("document_type")
     private String documentType;
@@ -92,190 +77,190 @@ public class Policyholder implements Serializable {
     private String idNumber;
 
     /**
-     * 出生日期
+     * 性别（字典，如果是身份证，自动获取性别和生日）
+     */
+    @TableField("gender")
+    private String gender;
+
+    /**
+     * 出生日期（生日，如果是身份证，自动获取性别和生日）
      */
     @TableField("birthday")
     private LocalDateTime birthday;
 
     /**
-     * 年龄
+     * 年龄（通过生日自动获取年龄）
      */
     @TableField("age")
     private String age;
 
     /**
-     * 居住地址
+     * 国籍（下拉选择）
      */
-    @TableField("residential_address")
-    private String residentialAddress;
+    @TableField("nationality")
+    private String nationality;
 
     /**
-     * 通讯地址
+     * 出生地
      */
-    @TableField("mailing_address")
-    private String mailingAddress;
+    @TableField("birthplace")
+    private String birthplace;
 
     /**
-     * 移动电话区号
+     * 是否拥有其他国家公民身份（如美国、日本等）: 0-否, 1-是（字典）
      */
-    @TableField("mobile_code")
-    private String mobileCode;
+    @TableField("is_other_country")
+    private String isOtherCountry;
 
     /**
-     * 移动电话
+     * 吸烟情况（字典）
      */
-    @TableField("mobile")
-    private String mobile;
+    @TableField("smoking_status")
+    private String smokingStatus;
 
     /**
-     * 邮箱
+     * 婚姻情况（字典）
      */
-    @TableField("email")
-    private String email;
+    @TableField("marital_status")
+    private String maritalStatus;
 
     /**
-     * 公司名称
+     * 教育程度（字典）
      */
-    @TableField("company_name")
-    private String companyName;
+    @TableField("education_level")
+    private String educationLevel;
 
     /**
-     * 公司地址
+     * 是否退休（字典）
      */
-    @TableField("company_address")
-    private String companyAddress;
+    @TableField("is_retirement")
+    private String isRetirement;
 
     /**
-     * 行业
+     * 退休年龄（如已退休，再显示）
      */
-    @TableField("industry")
-    private String industry;
+    @TableField("retirement_age")
+    private String retirementAge;
 
     /**
-     * 职位
+     * 身高（CM)
      */
-    @TableField("position")
-    private String position;
-
-    /**
-     * 风险偏好（字典）
-     */
-    @TableField("risk_appetite")
-    private String riskAppetite;
+    @TableField("height")
+    private String height;
 
     /**
-     * 是否VIP: 0-否, 1-是（字典）
+     * 体重（KG)
      */
-    @TableField("is_vip")
-    private Integer isVip;
+    @TableField("weight")
+    private String weight;
 
     /**
-     * vip备注
+     * BMI指数（根据身高和体重自动计算）
      */
-    @TableField("vip_remark")
-    private String vipRemark;
+    @TableField("bmi")
+    private String bmi;
 
     /**
-     * 称谓（字典）
+     * 风险偏好（字典，下拉选择）
      */
-    @TableField("appellation")
-    private String appellation;
+    @TableField("risk_appetite")
+    private String riskAppetite;
 
     /**
-     * 是否区分吸烟（字典）
+     * 受供养人数目（通过FNA带入）
      */
-    @TableField("smoking_allowed")
-    private String smokingAllowed;
+    @TableField("dependents_num")
+    private Integer dependentsNum;
 
     /**
-     * 出生地（省市）
+     * 移动电话区号
      */
-    @TableField("birthplace")
-    private String birthplace;
+    @TableField("mobile_code")
+    private String mobileCode;
 
     /**
-     * 国籍
+     * 移动电话
      */
-    @TableField("nationality")
-    private String nationality;
+    @TableField("mobile")
+    private String mobile;
 
     /**
-     * 护照号码
+     * 住宅电话区号
      */
-    @TableField("passport_no")
-    private String passportNo;
+    @TableField("residence_mobile_code")
+    private String residenceMobileCode;
 
     /**
-     * 通行证号码
+     * 住宅电话
      */
-    @TableField("pass_no")
-    private String passNo;
+    @TableField("residence_mobile")
+    private String residenceMobile;
 
     /**
-     * 身高
+     * 固定电话区号
      */
-    @TableField("height")
-    private String height;
+    @TableField("landline_code")
+    private String landlineCode;
 
     /**
-     * 体重
+     * 固定电话
      */
-    @TableField("weight")
-    private String weight;
+    @TableField("landline")
+    private String landline;
 
     /**
-     * BMI
+     * 邮箱
      */
-    @TableField("bmi")
-    private String bmi;
+    @TableField("email")
+    private String email;
 
     /**
-     * 平均每月支出
+     * 证件地址
      */
-    @TableField("month_expenditure")
-    private BigDecimal monthExpenditure;
+    @TableField("certificate_address")
+    private String certificateAddress;
 
     /**
-     * 平均每月收入
+     * 通讯地址
      */
-    @TableField("month_income")
-    private BigDecimal monthIncome;
+    @TableField("mailing_address")
+    private String mailingAddress;
 
     /**
-     * 受雇于现职年期
+     * 居住地址（住宅地址）
      */
-    @TableField("current_tenure")
-    private BigDecimal currentTenure;
+    @TableField("residential_address")
+    private String residentialAddress;
 
     /**
-     * 总流动资产
+     * 通讯地址邮政编号
      */
-    @TableField("total_current_assets")
-    private BigDecimal totalCurrentAssets;
+    @TableField("mailing_address_code")
+    private String mailingAddressCode;
 
     /**
-     * 总负债额
+     * 就业情况（字典，下拉选择）
      */
-    @TableField("total_debt")
-    private BigDecimal totalDebt;
+    @TableField("employment_status")
+    private String employmentStatus;
 
     /**
-     * 受供养人数目
+     * 公司/学校名称
      */
-    @TableField("dependents_num")
-    private Integer dependentsNum;
+    @TableField("cs_name")
+    private String csName;
 
     /**
-     * 婚姻状况（字典）
+     * 行业
      */
-    @TableField("marital_status")
-    private String maritalStatus;
+    @TableField("industry")
+    private String industry;
 
     /**
-     * 教育程度（字典）
+     * 现时每月收入（HKD)
      */
-    @TableField("education_level")
-    private String educationLevel;
+    @TableField("current_monthly_income")
+    private BigDecimal currentMonthlyIncome;
 
     /**
      * 总工作年期
@@ -284,64 +269,64 @@ public class Policyholder implements Serializable {
     private BigDecimal totalWorkingYears;
 
     /**
-     * 现时每月收入
+     * 受雇于现职年期
      */
-    @TableField("current_monthly_income")
-    private BigDecimal currentMonthlyIncome;
+    @TableField("current_tenure")
+    private BigDecimal currentTenure;
 
     /**
-     * 公司电话区号
+     * 职位
      */
-    @TableField("company_mobile_code")
-    private String companyMobileCode;
+    @TableField("position")
+    private String position;
 
     /**
-     * 公司电话
+     * 公司地址
      */
-    @TableField("company_mobile")
-    private String companyMobile;
+    @TableField("company_address")
+    private String companyAddress;
 
     /**
-     * 固定电话区号
+     * 公司电话区号
      */
-    @TableField("landline_code")
-    private String landlineCode;
+    @TableField("company_mobile_code")
+    private String companyMobileCode;
 
     /**
-     * 固定电话
+     * 公司电话
      */
-    @TableField("landline")
-    private String landline;
+    @TableField("company_mobile")
+    private String companyMobile;
 
     /**
-     * 其他电话
+     * 公司地址邮政编号
      */
-    @TableField("other_mobile")
-    private String otherMobile;
+    @TableField("company_address_code")
+    private String companyAddressCode;
 
     /**
-     * 过往一年是否所属国家以外地区居住超过182日: 0-否, 1-是（字典）
+     * 平均每月收入（HKD）
      */
-    @TableField("is_exceed")
-    private Integer isExceed;
+    @TableField("month_income")
+    private BigDecimal monthIncome;
 
     /**
-     * 是否拥有其他国家公民身份（如美国、日本等）: 0-否, 1-是（字典）
+     * 平均每月支出（HKD）
      */
-    @TableField("is_other_country")
-    private Integer isOtherCountry;
+    @TableField("month_expenditure")
+    private BigDecimal monthExpenditure;
 
     /**
-     * 是否接受推广信息: 0-否, 1-是（字典）
+     * 总流动资产（HKD）
      */
-    @TableField("is_promotion")
-    private Integer isPromotion;
+    @TableField("total_current_assets")
+    private BigDecimal totalCurrentAssets;
 
     /**
-     * 投保人邮政编码
+     * 总负债额（HKD）
      */
-    @TableField("postal_code")
-    private String postalCode;
+    @TableField("total_debt")
+    private BigDecimal totalDebt;
 
     /**
      * 旅行（字典）
@@ -350,31 +335,31 @@ public class Policyholder implements Serializable {
     private String travel;
 
     /**
-     * 运动（字典）
+     * 运动（字典，下拉选择）
      */
     @TableField("exercise")
     private String exercise;
 
     /**
-     * 游戏（字典）
+     * 游戏（字典，下拉选择）
      */
     @TableField("game")
     private String game;
 
     /**
-     * 电影/戏剧（字典）
+     * 电影/戏剧（字典，下拉选择）
      */
     @TableField("movie_drama")
     private String movieDrama;
 
     /**
-     * 美食（字典）
+     * 美食（输入）
      */
     @TableField("delicacy")
     private String delicacy;
 
     /**
-     * 地址信息（json串）
+     * 地址列表（json串）
      */
     @TableField("address_list")
     private String addressList;
@@ -414,84 +399,4 @@ public class Policyholder implements Serializable {
      */
     @TableField("update_time")
     private LocalDateTime updateTime;
-
-    /**
-     * 吸烟量(支/天)
-     */
-    @TableField("smoking_volume")
-    private String smokingVolume;
-
-    /**
-     * 货币（字典）
-     */
-    @TableField("currency")
-    private String currency;
-
-    /**
-     * 公司名称（英文）
-     */
-    @TableField("company_name_en")
-    private String companyNameEn;
-
-    /**
-     * 公司商业登记号码
-     */
-    @TableField("company_business_no")
-    private String companyBusinessNo;
-
-    /**
-     * 公司注册日期
-     */
-    @TableField("company_register_time")
-    private LocalDateTime companyRegisterTime;
-
-    /**
-     * 公司注册地区（字典）
-     */
-    @TableField("company_register_region")
-    private String companyRegisterRegion;
-
-    /**
-     * 公司邮箱
-     */
-    @TableField("company_email")
-    private String companyEmail;
-
-    /**
-     * 公司登记地址
-     */
-    @TableField("company_enter_address")
-    private String companyEnterAddress;
-
-    /**
-     * 授权代表姓名中文-名字
-     */
-    @TableField("auth_name_cn")
-    private String authNameCn;
-
-    /**
-     * 授权代表姓名英文-名字
-     */
-    @TableField("auth_name_en")
-    private String authNameEn;
-
-    /**
-     * 授权代表职称
-     */
-    @TableField("auth_professional")
-    private String authProfessional;
-
-    /**
-     * 授权代表电话区号
-     */
-    @TableField("auth_mobile_code")
-    private String authMobileCode;
-
-    /**
-     * 授权代表电话
-     */
-    @TableField("auth_mobile")
-    private String authMobile;
-
-
 }

yd-csf-service/src/main/java/com/yd/csf/service/model/ProductPlan.java

 package com.yd.csf.service.model;
 
-import com.baomidou.mybatisplus.annotation.*;
+import com.baomidou.mybatisplus.annotation.IdType;
+import com.baomidou.mybatisplus.annotation.TableField;
+import com.baomidou.mybatisplus.annotation.TableId;
+import com.baomidou.mybatisplus.annotation.TableName;
+import lombok.Getter;
+import lombok.Setter;
 
 import java.io.Serializable;
 import java.math.BigDecimal;
 import java.time.LocalDateTime;
-import lombok.Getter;
-import lombok.Setter;
 
 /**
  * <p>
@@ -14,7 +17,7 @@ import lombok.Setter;
  * </p>
  *
  * @author zxm
- * @since 2025-09-01
+ * @since 2025-12-18
  */
 @Getter
 @Setter
@@ -23,86 +26,95 @@ public class ProductPlan implements Serializable {
 
     private static final long serialVersionUID = 1L;
 
+    /**
+     * 产品计划信息表主键ID
+     */
     @TableId(value = "id", type = IdType.AUTO)
     private Long id;
 
     /**
+     * 产品计划信息表唯一业务ID
+     */
+    @TableField("plan_biz_id")
+    private String planBizId;
+
+    /**
      * 预约信息主表唯一业务ID
      */
     @TableField("appointment_biz_id")
     private String appointmentBizId;
 
     /**
-     * 产品计划信息表唯一业务ID
+     * 保险公司ID（产品上架信息绑定的保险公司参数）
      */
-    @TableField("plan_biz_id")
-    private String planBizId;
+    @TableField("company_id")
+    private String companyId;
 
     /**
-     * 保险产品唯一业务ID（中台保险产品业务id，冗余）
+     * 保险公司名称
      */
-    @TableField("product_biz_id")
-    private String productBizId;
+    @TableField("company_name")
+    private String companyName;
 
     /**
-     * 保险产品名称（中台保险产品名称，冗余）
+     * 保险险种ID（产品上架信息绑定的保险险种参数）
      */
-    @TableField("product_name")
-    private String productName;
+    @TableField("insurance_type_id")
+    private String insuranceTypeId;
 
     /**
-     * 保险公司名称（冗余字段）
+     * 保险险种名称
      */
-    @TableField("company_name")
-    private String companyName;
+    @TableField("insurance_type_name")
+    private String insuranceTypeName;
 
     /**
-     * 地区（冗余字段）
+     * 产品上架信息表唯一业务ID
      */
-    @TableField("region")
-    private String region;
+    @TableField("product_launch_biz_id")
+    private String productLaunchBizId;
 
     /**
-     * 货币（字典）
+     * 产品上架信息表名称（标题）
      */
-    @TableField("currency")
-    private String currency;
+    @TableField("product_launch_name")
+    private String productLaunchName;
 
     /**
-     * 供款年期（字典）
+     * 供款期数
      */
-    @TableField("payment_term")
-    private String paymentTerm;
+    @TableField("issue_number")
+    private String issueNumber;
 
     /**
-     * 付款频率（字典）
+     * 保障年期
      */
-    @TableField("payment_frequency")
-    private String paymentFrequency;
+    @TableField("guarantee_period")
+    private String guaranteePeriod;
 
     /**
-     * 每期保费
+     * 保单币种
      */
-    @TableField("each_issue_premium")
-    private BigDecimal eachIssuePremium;
+    @TableField("policy_currency")
+    private String policyCurrency;
 
     /**
-     * 保额
+     * 保单额度（重疾）
      */
     @TableField("sum_insured")
     private BigDecimal sumInsured;
 
     /**
-     * 是否预缴保费: 0-否, 1-是（字典）
+     * 付款频率（字典）
      */
-    @TableField("is_prepay")
-    private Integer isPrepay;
+    @TableField("payment_frequency")
+    private String paymentFrequency;
 
     /**
-     * 预付额
+     * 每期保费
      */
-    @TableField("deductibles")
-    private BigDecimal deductibles;
+    @TableField("each_issue_premium")
+    private BigDecimal eachIssuePremium;
 
     /**
      * 首期付款方式（字典）
@@ -111,40 +123,46 @@ public class ProductPlan implements Serializable {
     private String initialPaymentMethod;
 
     /**
-     * 续期付款方式（字典）
+     * 保单征费
      */
-    @TableField("renewal_payment_method")
-    private String renewalPaymentMethod;
+    @TableField("policy_levy")
+    private BigDecimal policyLevy;
 
     /**
-     * 红利分配方式（字典）
+     * 是否预缴保费: 0-否, 1-是（字典）
      */
-    @TableField("dividend_distribution_method")
-    private String dividendDistributionMethod;
+    @TableField("is_prepay")
+    private String isPrepay;
 
     /**
-     * 保单日期回溯: 0-否, 1-是（字典）
+     * 是否追溯: 0-否, 1-是（字典）
      */
-    @TableField("is_backtrack")
-    private Integer isBacktrack;
+    @TableField("is_traceable")
+    private String isTraceable;
 
     /**
-     * 保单生效日
+     * 保单日期回溯: 0-否, 1-是（字典）
      */
-    @TableField(value = "policy_effective_date",updateStrategy = FieldStrategy.IGNORED)
-    private LocalDateTime policyEffectiveDate;
+    @TableField("is_backtrack")
+    private String isBacktrack;
 
     /**
      * 是否参加递增保障权益: 0-否, 1-是（字典）
      */
     @TableField("is_join")
-    private Integer isJoin;
+    private String isJoin;
 
     /**
-     * 保单征费
+     * 红利分配方式（字典）
      */
-    @TableField("policy_levy")
-    private BigDecimal policyLevy;
+    @TableField("dividend_distribution_method")
+    private String dividendDistributionMethod;
+
+    /**
+     * 续期付款方式（字典）
+     */
+    @TableField("renewal_payment_method")
+    private String renewalPaymentMethod;
 
     /**
      * 通用备注

yd-csf-service/src/main/java/com/yd/csf/service/model/SecondHolder.java

@@ -4,18 +4,19 @@ import com.baomidou.mybatisplus.annotation.IdType;
 import com.baomidou.mybatisplus.annotation.TableField;
 import com.baomidou.mybatisplus.annotation.TableId;
 import com.baomidou.mybatisplus.annotation.TableName;
-import java.io.Serializable;
-import java.time.LocalDateTime;
 import lombok.Getter;
 import lombok.Setter;
 
+import java.io.Serializable;
+import java.time.LocalDateTime;
+
 /**
  * <p>
  * 第二持有人信息表
  * </p>
  *
  * @author zxm
- * @since 2025-09-01
+ * @since 2025-12-19
  */
 @Getter
 @Setter
@@ -28,43 +29,37 @@ public class SecondHolder implements Serializable {
     private Long id;
 
     /**
-     * 预约信息主表唯一业务ID
-     */
-    @TableField("appointment_biz_id")
-    private String appointmentBizId;
-
-    /**
      * 第二持有人信息表唯一业务ID
      */
     @TableField("second_holder_biz_id")
     private String secondHolderBizId;
 
     /**
-     * 与受保人关系（字典）
+     * 预约信息主表唯一业务ID
      */
-    @TableField("insurant_rel")
-    private String insurantRel;
+    @TableField("appointment_biz_id")
+    private String appointmentBizId;
 
     /**
-     * 名字
+     * 与受保人关系（字典）
      */
-    @TableField("name")
-    private String name;
+    @TableField("insurant_rel")
+    private String insurantRel;
 
     /**
-     * 名字-英文
+     * 姓名-中文
      */
-    @TableField("name_en")
-    private String nameEn;
+    @TableField("name_cn")
+    private String nameCn;
 
     /**
-     * 性别（字典）
+     * 姓名-（拼音/英文，通过中文自动加载全部大写的拼音）
      */
-    @TableField("gender")
-    private String gender;
+    @TableField("name_py_en")
+    private String namePyEn;
 
     /**
-     * 证件类型（字典）
+     * 证件类型（字典，下拉选择）
      */
     @TableField("document_type")
     private String documentType;
@@ -76,22 +71,16 @@ public class SecondHolder implements Serializable {
     private String idNumber;
 
     /**
-     * 护照号码
-     */
-    @TableField("passport_number")
-    private String passportNumber;
-
-    /**
-     * 出生日期
+     * 性别（字典，如果是身份证，自动获取性别和生日）
      */
-    @TableField("birth_time")
-    private LocalDateTime birthTime;
+    @TableField("gender")
+    private String gender;
 
     /**
-     * 年龄
+     * 出生日期（生日，如果是身份证，自动获取性别和生日）
      */
-    @TableField("age")
-    private String age;
+    @TableField("birthday")
+    private LocalDateTime birthday;
 
     /**
      * 通用备注

yd-csf-service/src/main/java/com/yd/csf/service/model/Taxation.java

+package com.yd.csf.service.model;
+
+import com.baomidou.mybatisplus.annotation.IdType;
+import com.baomidou.mybatisplus.annotation.TableField;
+import com.baomidou.mybatisplus.annotation.TableId;
+import com.baomidou.mybatisplus.annotation.TableName;
+import java.io.Serializable;
+import java.time.LocalDateTime;
+import lombok.Getter;
+import lombok.Setter;
+
+/**
+ * <p>
+ * 税务信息表
+ * </p>
+ *
+ * @author zxm
+ * @since 2025-12-17
+ */
+@Getter
+@Setter
+@TableName("taxation")
+public class Taxation implements Serializable {
+
+    private static final long serialVersionUID = 1L;
+
+    @TableId(value = "id", type = IdType.AUTO)
+    private Long id;
+
+    /**
+     * 税务信息表唯一业务ID
+     */
+    @TableField("taxation_biz_id")
+    private String taxationBizId;
+
+    /**
+     * 对象类型
+     */
+    @TableField("object_type")
+    private String objectType;
+
+    /**
+     * 对象所属表名（投保人表、受保人表等）
+     */
+    @TableField("object_table_name")
+    private String objectTableName;
+
+    /**
+     * 对象名
+     */
+    @TableField("object_name")
+    private String objectName;
+
+    /**
+     * 对象业务ID
+     */
+    @TableField("object_biz_id")
+    private String objectBizId;
+
+    /**
+     * 税务国家
+     */
+    @TableField("tax_country")
+    private String taxCountry;
+
+    /**
+     * 税务编号
+     */
+    @TableField("tax_id")
+    private String taxId;
+
+    /**
+     * 通用备注
+     */
+    @TableField("remark")
+    private String remark;
+
+    /**
+     * 删除标识: 0-正常, 1-删除
+     */
+    @TableField("is_deleted")
+    private Integer isDeleted;
+
+    /**
+     * 创建人ID
+     */
+    @TableField("creator_id")
+    private String creatorId;
+
+    /**
+     * 更新人ID
+     */
+    @TableField("updater_id")
+    private String updaterId;
+
+    /**
+     * 创建时间
+     */
+    @TableField("create_time")
+    private LocalDateTime createTime;
+
+    /**
+     * 更新时间
+     */
+    @TableField("update_time")
+    private LocalDateTime updateTime;
+}

yd-csf-service/src/main/java/com/yd/csf/service/service/IAppointmentLogService.java

+package com.yd.csf.service.service;
+
+import com.yd.csf.service.model.AppointmentLog;
+import com.baomidou.mybatisplus.extension.service.IService;
+
+/**
+ * <p>
+ * 预约信息日志表（快照表） 服务类
+ * </p>
+ *
+ * @author zxm
+ * @since 2025-12-15
+ */
+public interface IAppointmentLogService extends IService<AppointmentLog> {
+
+    AppointmentLog queryOne(String appointmentLogBizId);
+}

yd-csf-service/src/main/java/com/yd/csf/service/service/IAppointmentReferrerLogService.java

+package com.yd.csf.service.service;
+
+import com.yd.csf.service.model.AppointmentReferrerLog;
+import com.baomidou.mybatisplus.extension.service.IService;
+
+import java.util.List;
+
+/**
+ * <p>
+ * 预约-转介人信息日志表（快照表） 服务类
+ * </p>
+ *
+ * @author zxm
+ * @since 2025-12-15
+ */
+public interface IAppointmentReferrerLogService extends IService<AppointmentReferrerLog> {
+
+    List<AppointmentReferrerLog> queryList(String appointmentLogBizId);
+}

yd-csf-service/src/main/java/com/yd/csf/service/service/IAppointmentReferrerService.java

+package com.yd.csf.service.service;
+
+import com.yd.csf.service.model.AppointmentReferrer;
+import com.baomidou.mybatisplus.extension.service.IService;
+
+/**
+ * <p>
+ * 预约-转介人信息表 服务类
+ * </p>
+ *
+ * @author zxm
+ * @since 2025-12-15
+ */
+public interface IAppointmentReferrerService extends IService<AppointmentReferrer> {
+
+    Boolean delByAppointmentBizId(String appointmentBizId);
+}

yd-csf-service/src/main/java/com/yd/csf/service/service/IAppointmentService.java

@@ -2,7 +2,9 @@ package com.yd.csf.service.service;
 
 import com.baomidou.mybatisplus.core.metadata.IPage;
 import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
+import com.yd.csf.feign.request.appointment.ApiAppointmentLogPageRequest;
 import com.yd.csf.feign.request.appointment.ApiAppointmentPageRequest;
+import com.yd.csf.feign.response.appointment.ApiAppointmentLogPageResponse;
 import com.yd.csf.feign.response.appointment.ApiAppointmentPageResponse;
 import com.yd.csf.feign.dto.appointmentfile.ItineraryDto;
 import com.yd.csf.service.model.Appointment;
@@ -26,4 +28,7 @@ public interface IAppointmentService extends IService<Appointment> {
     ItineraryDto getItineraryDto(String appointmentBizId);
 
     void del(String appointmentBizId);
+
+    IPage<ApiAppointmentLogPageResponse> logPage(Page<ApiAppointmentLogPageResponse> page,
+                                                 ApiAppointmentLogPageRequest request);
 }

yd-csf-service/src/main/java/com/yd/csf/service/service/IAppointmentUserSignLogService.java

+package com.yd.csf.service.service;
+
+import com.yd.csf.service.model.AppointmentUserSignLog;
+import com.baomidou.mybatisplus.extension.service.IService;
+import java.util.List;
+
+/**
+ * <p>
+ * 预约-签单员信息日志表（快照表） 服务类
+ * </p>
+ *
+ * @author zxm
+ * @since 2025-12-15
+ */
+public interface IAppointmentUserSignLogService extends IService<AppointmentUserSignLog> {
+
+    List<AppointmentUserSignLog> queryList(String appointmentLogBizId);
+}

yd-csf-service/src/main/java/com/yd/csf/service/service/IAppointmentUserSignService.java

+package com.yd.csf.service.service;
+
+import com.yd.csf.service.model.AppointmentUserSign;
+import com.baomidou.mybatisplus.extension.service.IService;
+
+/**
+ * <p>
+ * 预约-签单员信息表 服务类
+ * </p>
+ *
+ * @author zxm
+ * @since 2025-12-15
+ */
+public interface IAppointmentUserSignService extends IService<AppointmentUserSign> {
+
+    Boolean delByAppointmentBizId(String appointmentBizId);
+}

yd-csf-service/src/main/java/com/yd/csf/service/service/ITaxationService.java

+package com.yd.csf.service.service;
+
+import com.yd.csf.service.model.Taxation;
+import com.baomidou.mybatisplus.extension.service.IService;
+
+/**
+ * <p>
+ * 税务信息表 服务类
+ * </p>
+ *
+ * @author zxm
+ * @since 2025-12-17
+ */
+public interface ITaxationService extends IService<Taxation> {
+
+}

yd-csf-service/src/main/java/com/yd/csf/service/service/impl/AppointmentLogServiceImpl.java

+package com.yd.csf.service.service.impl;
+
+import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
+import com.yd.csf.service.model.AppointmentLog;
+import com.yd.csf.service.dao.AppointmentLogMapper;
+import com.yd.csf.service.service.IAppointmentLogService;
+import com.baomidou.mybatisplus.extension.service.impl.ServiceImpl;
+import org.springframework.stereotype.Service;
+
+/**
+ * <p>
+ * 预约信息日志表（快照表） 服务实现类
+ * </p>
+ *
+ * @author zxm
+ * @since 2025-12-15
+ */
+@Service
+public class AppointmentLogServiceImpl extends ServiceImpl<AppointmentLogMapper, AppointmentLog> implements IAppointmentLogService {
+
+    @Override
+    public AppointmentLog queryOne(String appointmentLogBizId) {
+        return this.getOne(new LambdaQueryWrapper<AppointmentLog>().eq(AppointmentLog::getAppointmentLogBizId,appointmentLogBizId));
+    }
+}

yd-csf-service/src/main/java/com/yd/csf/service/service/impl/AppointmentReferrerLogServiceImpl.java

+package com.yd.csf.service.service.impl;
+
+import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
+import com.yd.csf.service.model.AppointmentReferrerLog;
+import com.yd.csf.service.dao.AppointmentReferrerLogMapper;
+import com.yd.csf.service.service.IAppointmentReferrerLogService;
+import com.baomidou.mybatisplus.extension.service.impl.ServiceImpl;
+import org.springframework.stereotype.Service;
+
+import java.util.List;
+
+/**
+ * <p>
+ * 预约-转介人信息日志表（快照表） 服务实现类
+ * </p>
+ *
+ * @author zxm
+ * @since 2025-12-15
+ */
+@Service
+public class AppointmentReferrerLogServiceImpl extends ServiceImpl<AppointmentReferrerLogMapper, AppointmentReferrerLog> implements IAppointmentReferrerLogService {
+
+    @Override
+    public List<AppointmentReferrerLog> queryList(String appointmentLogBizId) {
+        return this.baseMapper.selectList(new LambdaQueryWrapper<AppointmentReferrerLog>()
+                .eq(AppointmentReferrerLog::getAppointmentLogBizId,appointmentLogBizId));
+    }
+}

yd-csf-service/src/main/java/com/yd/csf/service/service/impl/AppointmentReferrerServiceImpl.java

+package com.yd.csf.service.service.impl;
+
+import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
+import com.yd.csf.service.model.AppointmentReferrer;
+import com.yd.csf.service.dao.AppointmentReferrerMapper;
+import com.yd.csf.service.service.IAppointmentReferrerService;
+import com.baomidou.mybatisplus.extension.service.impl.ServiceImpl;
+import org.springframework.stereotype.Service;
+
+/**
+ * <p>
+ * 预约-转介人信息表 服务实现类
+ * </p>
+ *
+ * @author zxm
+ * @since 2025-12-15
+ */
+@Service
+public class AppointmentReferrerServiceImpl extends ServiceImpl<AppointmentReferrerMapper, AppointmentReferrer> implements IAppointmentReferrerService {
+
+    @Override
+    public Boolean delByAppointmentBizId(String appointmentBizId) {
+        return this.remove(new LambdaQueryWrapper<AppointmentReferrer>().eq(AppointmentReferrer::getAppointmentBizId,appointmentBizId));
+    }
+}

yd-csf-service/src/main/java/com/yd/csf/service/service/impl/AppointmentServiceImpl.java

@@ -3,7 +3,9 @@ package com.yd.csf.service.service.impl;
 import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
 import com.baomidou.mybatisplus.core.metadata.IPage;
 import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
+import com.yd.csf.feign.request.appointment.ApiAppointmentLogPageRequest;
 import com.yd.csf.feign.request.appointment.ApiAppointmentPageRequest;
+import com.yd.csf.feign.response.appointment.ApiAppointmentLogPageResponse;
 import com.yd.csf.feign.response.appointment.ApiAppointmentPageResponse;
 import com.yd.csf.feign.dto.appointmentfile.ItineraryDto;
 import com.yd.csf.service.model.Appointment;
@@ -63,4 +65,10 @@ public class AppointmentServiceImpl extends ServiceImpl<AppointmentMapper, Appoi
         baseMapper.updateDelStatus(appointmentBizId);
     }
 
+    @Override
+    public IPage<ApiAppointmentLogPageResponse> logPage(Page<ApiAppointmentLogPageResponse> page,
+                                                        ApiAppointmentLogPageRequest request) {
+        return baseMapper.logPage(page,request);
+    }
+
 }

yd-csf-service/src/main/java/com/yd/csf/service/service/impl/AppointmentUserSignLogServiceImpl.java

+package com.yd.csf.service.service.impl;
+
+import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
+import com.yd.csf.service.model.AppointmentUserSignLog;
+import com.yd.csf.service.dao.AppointmentUserSignLogMapper;
+import com.yd.csf.service.service.IAppointmentUserSignLogService;
+import com.baomidou.mybatisplus.extension.service.impl.ServiceImpl;
+import org.springframework.stereotype.Service;
+
+import java.util.List;
+
+/**
+ * <p>
+ * 预约-签单员信息日志表（快照表） 服务实现类
+ * </p>
+ *
+ * @author zxm
+ * @since 2025-12-15
+ */
+@Service
+public class AppointmentUserSignLogServiceImpl extends ServiceImpl<AppointmentUserSignLogMapper, AppointmentUserSignLog> implements IAppointmentUserSignLogService {
+
+    @Override
+    public List<AppointmentUserSignLog> queryList(String appointmentLogBizId) {
+        return this.baseMapper.selectList(new LambdaQueryWrapper<AppointmentUserSignLog>()
+                .eq(AppointmentUserSignLog::getAppointmentLogBizId,appointmentLogBizId));
+    }
+
+}

yd-csf-service/src/main/java/com/yd/csf/service/service/impl/AppointmentUserSignServiceImpl.java

+package com.yd.csf.service.service.impl;
+
+import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
+import com.yd.csf.service.model.AppointmentUserSign;
+import com.yd.csf.service.dao.AppointmentUserSignMapper;
+import com.yd.csf.service.service.IAppointmentUserSignService;
+import com.baomidou.mybatisplus.extension.service.impl.ServiceImpl;
+import org.springframework.stereotype.Service;
+
+/**
+ * <p>
+ * 预约-签单员信息表 服务实现类
+ * </p>
+ *
+ * @author zxm
+ * @since 2025-12-15
+ */
+@Service
+public class AppointmentUserSignServiceImpl extends ServiceImpl<AppointmentUserSignMapper, AppointmentUserSign> implements IAppointmentUserSignService {
+
+    @Override
+    public Boolean delByAppointmentBizId(String appointmentBizId) {
+        return this.remove(new LambdaQueryWrapper<AppointmentUserSign>().eq(AppointmentUserSign::getAppointmentBizId,appointmentBizId));
+    }
+}

yd-csf-service/src/main/java/com/yd/csf/service/service/impl/PolicyServiceImpl.java

@@ -104,7 +104,7 @@ public class PolicyServiceImpl extends ServiceImpl<PolicyMapper, Policy>
         if (apiProductPlanMainInfoDto != null) {
             BeanUtils.copyProperties(apiProductPlanMainInfoDto, policy, "policyBizId", "id");
             policy.setPaymentPremium(apiProductPlanMainInfoDto.getEachIssuePremium());
-            policy.setIsPrepaid(apiProductPlanMainInfoDto.getIsPrepay());
+            policy.setIsPrepaid(Integer.parseInt(apiProductPlanMainInfoDto.getIsPrepay()));
             policy.setUpdateTime(now);
             // 更新保单
             this.updateById(policy);

yd-csf-service/src/main/java/com/yd/csf/service/service/impl/TaxationServiceImpl.java

+package com.yd.csf.service.service.impl;
+
+import com.yd.csf.service.model.Taxation;
+import com.yd.csf.service.dao.TaxationMapper;
+import com.yd.csf.service.service.ITaxationService;
+import com.baomidou.mybatisplus.extension.service.impl.ServiceImpl;
+import org.springframework.stereotype.Service;
+
+/**
+ * <p>
+ * 税务信息表 服务实现类
+ * </p>
+ *
+ * @author zxm
+ * @since 2025-12-17
+ */
+@Service
+public class TaxationServiceImpl extends ServiceImpl<TaxationMapper, Taxation> implements ITaxationService {
+
+}

yd-csf-service/src/main/java/com/yd/csf/service/utils/MyBatisPlusCodeGenerator.java

@@ -5,11 +5,11 @@ import com.baomidou.mybatisplus.generator.engine.FreemarkerTemplateEngine;
 
 public class MyBatisPlusCodeGenerator {
     public static void main(String[] args) {
-        FastAutoGenerator.create("jdbc:mysql://139.224.145.34:3308/yd_csf?serverTimezone=GMT%2B8", "root", "Zxm7320017")
+        FastAutoGenerator.create("jdbc:mysql://139.224.145.34:3308/yd_csf_v1?serverTimezone=GMT%2B8", "root", "Zxm7320017")
                 .globalConfig(builder -> {
                     builder.author("zxm")
-//                            .outputDir("src/main/java/com/yd/csf/service");
-                            .outputDir("D:/soft/ideaproject/v2/yd-csf/yd-csf-service/src/main/java");
+                            .outputDir("src/main/java/com/yd/csf/service");
+//                            .outputDir("D:/soft/ideaproject/v2/yd-csf/yd-csf-service/src/main/java");
                 })
                 .packageConfig(builder -> {
                     builder.parent("com.yd.csf.service")
@@ -21,7 +21,7 @@ public class MyBatisPlusCodeGenerator {
                 })
                 .strategyConfig(builder -> {
                     builder.addInclude(
-                            "expected_fortune_log"
+                            "second_holder"
 
                     )
                             .entityBuilder()

yd-csf-service/src/main/resources/mappers/AppointmentLogMapper.xml

+<?xml version="1.0" encoding="UTF-8"?>
+<!DOCTYPE mapper PUBLIC "-//mybatis.org//DTD Mapper 3.0//EN" "http://mybatis.org/dtd/mybatis-3-mapper.dtd">
+<mapper namespace="com.yd.csf.service.dao.AppointmentLogMapper">
+
+</mapper>

yd-csf-service/src/main/resources/mappers/AppointmentMapper.xml

@@ -81,6 +81,13 @@
         limit 1
     </select>
 
+    <select id="logPage" resultType="com.yd.csf.feign.response.appointment.ApiAppointmentLogPageResponse">
+        select al.* from appointment_log al
+        <where>
+            and al.is_deleted = 0
+        </where>
+    </select>
+
     <!-- 更新预约状态 -->
     <update id="updateDelStatus">
         update appointment set is_deleted = 1 where appointment_biz_id = #{appointmentBizId};

yd-csf-service/src/main/resources/mappers/AppointmentReferrerLogMapper.xml

+<?xml version="1.0" encoding="UTF-8"?>
+<!DOCTYPE mapper PUBLIC "-//mybatis.org//DTD Mapper 3.0//EN" "http://mybatis.org/dtd/mybatis-3-mapper.dtd">
+<mapper namespace="com.yd.csf.service.dao.AppointmentReferrerLogMapper">
+
+</mapper>

yd-csf-service/src/main/resources/mappers/AppointmentReferrerMapper.xml

+<?xml version="1.0" encoding="UTF-8"?>
+<!DOCTYPE mapper PUBLIC "-//mybatis.org//DTD Mapper 3.0//EN" "http://mybatis.org/dtd/mybatis-3-mapper.dtd">
+<mapper namespace="com.yd.csf.service.dao.AppointmentReferrerMapper">
+
+</mapper>

yd-csf-service/src/main/resources/mappers/AppointmentUserSignLogMapper.xml

+<?xml version="1.0" encoding="UTF-8"?>
+<!DOCTYPE mapper PUBLIC "-//mybatis.org//DTD Mapper 3.0//EN" "http://mybatis.org/dtd/mybatis-3-mapper.dtd">
+<mapper namespace="com.yd.csf.service.dao.AppointmentUserSignLogMapper">
+
+</mapper>

yd-csf-service/src/main/resources/mappers/AppointmentUserSignMapper.xml

+<?xml version="1.0" encoding="UTF-8"?>
+<!DOCTYPE mapper PUBLIC "-//mybatis.org//DTD Mapper 3.0//EN" "http://mybatis.org/dtd/mybatis-3-mapper.dtd">
+<mapper namespace="com.yd.csf.service.dao.AppointmentUserSignMapper">
+
+</mapper>

yd-csf-service/src/main/resources/mappers/TaxationMapper.xml

+<?xml version="1.0" encoding="UTF-8"?>
+<!DOCTYPE mapper PUBLIC "-//mybatis.org//DTD Mapper 3.0//EN" "http://mybatis.org/dtd/mybatis-3-mapper.dtd">
+<mapper namespace="com.yd.csf.service.dao.TaxationMapper">
+
+</mapper>