新单跟进同步预约信息18-保单总保费

84d81828 · jianan · 371ba432 · 84d81828 · 84d81828 · 84d81828
Commit 84d81828 authored Mar 05, 2026 by jianan
6 changed files
--- a/yd-csf-feign/src/main/java/com/yd/csf/feign/response/expectedfortune/ApiExpectedFortunePageResponse.java
+++ b/yd-csf-feign/src/main/java/com/yd/csf/feign/response/expectedfortune/ApiExpectedFortunePageResponse.java
@@ -144,6 +144,18 @@ public class ApiExpectedFortunePageResponse {
    private String currency;
    /**
+     * 默认结算汇率
+     */
+    @Schema(description = "默认结算汇率")
+    private BigDecimal defaultExchangeRate;
+    /**
+     * 港币预计出账金额
+     */
+    @Schema(description = "港币预计出账金额")
+    private BigDecimal hkdAmount;
+    /**
     * 出账状态
     */
    @Schema(description = "出账状态 0=待出账 1=可出帐，待检核 2=完成出账 3=部分出账 4=保留 5=已失效 6=可出账, 已检核 7=未找到当前预计出账对应的来佣 字典值: csf_expected_fortune_status")

--- a/yd-csf-service/src/main/java/com/yd/csf/service/model/Policy.java
+++ b/yd-csf-service/src/main/java/com/yd/csf/service/model/Policy.java
@@ -118,6 +118,11 @@ public class Policy implements Serializable {
    private BigDecimal paymentPremium;
    /**
+     * 总保费
+     */
+    private BigDecimal totalPaymentPremium;
+    /**
     * 保单状态
     */
    private String status;

--- a/yd-csf-service/src/main/java/com/yd/csf/service/service/impl/PolicyFollowServiceImpl.java
+++ b/yd-csf-service/src/main/java/com/yd/csf/service/service/impl/PolicyFollowServiceImpl.java
 package com.yd.csf.service.service.impl;
+import java.math.BigDecimal;
+import java.math.RoundingMode;
 import java.util.Date;
 import cn.hutool.core.collection.CollUtil;
+import cn.hutool.core.convert.Convert;
 import cn.hutool.core.date.DateField;
 import cn.hutool.core.date.DateUtil;
 import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
@@ -496,6 +499,14 @@ public class PolicyFollowServiceImpl extends ServiceImpl<PolicyFollowMapper, Pol
            if (policy == null) {
                throw new BusinessException(ErrorCode.NOT_FOUND_ERROR.getCode(), "policy不存在");
            }
+            BigDecimal paymentPremium = policy.getPaymentPremium();
+            if (paymentPremium == null) {
+                throw new BusinessException("期交保费不能为空");
+            }
+            Object paymentTerm = policy.getPaymentTerm();
+            if (paymentTerm == null) {
+                throw new BusinessException("供款期数不能为空");
+            }
            policy.setPolicyNo(policyFollow.getPolicyNo());
            policy.setPolicyHolderAge(calculatePolicyHolderAge(policyFollow.getCustomerBizId()));
            policy.setCoolingOffEndDate(policyFollow.getCoolingOffEndDate());
@@ -507,6 +518,7 @@ public class PolicyFollowServiceImpl extends ServiceImpl<PolicyFollowMapper, Pol
            policy.setPaymentPremium(policyFollow.getInitialPremium());
            policy.setCurrency(policyFollow.getPolicyCurrency());
            policy.setPaymentTerm(policyFollow.getIssueNumber());
+            policy.setTotalPaymentPremium(calculateTotalPaymentPremium(policy));
            policy.setUnderwritingDate(changePolicyFollowStatusRequest.getUnderwritingDate());
            policy.setEffectiveDate(changePolicyFollowStatusRequest.getEffectiveDate());
@@ -554,6 +566,13 @@ public class PolicyFollowServiceImpl extends ServiceImpl<PolicyFollowMapper, Pol
        return true;
    }
+    private BigDecimal calculateTotalPaymentPremium(Policy policy) {
+        BigDecimal paymentPremium = policy.getPaymentPremium();
+        Object paymentTerm = policy.getPaymentTerm();
+        // 计算总保费 = 每期保费 * 供款期数
+        return paymentPremium.multiply(Convert.toBigDecimal(paymentTerm)).setScale(4, RoundingMode.HALF_UP);
+    }
    private Integer calculatePolicyHolderAge(String customerBizId) {
        Customer customer = customerService.getByCustomerBizId(customerBizId);
        if (customer == null) {

--- a/yd-csf-service/src/main/java/com/yd/csf/service/service/impl/PolicyServiceImpl.java
+++ b/yd-csf-service/src/main/java/com/yd/csf/service/service/impl/PolicyServiceImpl.java
 package com.yd.csf.service.service.impl;
 import cn.hutool.core.collection.CollUtil;
-import cn.hutool.core.lang.TypeReference;
 import cn.hutool.json.JSONArray;
 import cn.hutool.json.JSONObject;
 import cn.hutool.json.JSONUtil;
 import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
 import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
-import com.baomidou.mybatisplus.core.metadata.IPage;
 import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
 import com.baomidou.mybatisplus.extension.service.impl.ServiceImpl;
 import com.yd.common.enums.ResultCode;
@@ -23,11 +21,7 @@ import com.yd.csf.service.service.PolicyService;
 import com.yd.csf.service.dao.PolicyMapper;
 import com.yd.csf.service.vo.PolicyVO;
 import com.yd.product.feign.client.relprojectproductlaunch.ApiRelProjectProductLaunchFeignClient;
-import com.yd.product.feign.request.productlaunch.ApiProductLaunchParameterPageRequest;
 import com.yd.product.feign.request.relprojectproductlaunch.ApiRelProjectProductLaunchPageRequest;
-import com.yd.product.feign.response.productlaunch.ApiAttributeSettingDto;
-import com.yd.product.feign.response.relprojectproductlaunch.ApiRelProjectProductLaunchPageResponse;
-import io.swagger.v3.core.util.Json;
 import lombok.extern.slf4j.Slf4j;
 import org.apache.commons.lang3.ObjectUtils;
 import org.apache.commons.lang3.StringUtils;
@@ -37,6 +31,8 @@ import org.springframework.transaction.annotation.Transactional;
 import org.springframework.util.CollectionUtils;
 import javax.annotation.Resource;
+import java.math.BigDecimal;
+import java.math.RoundingMode;
 import java.util.*;
 import java.util.function.Function;
 import java.util.stream.Collectors;
@@ -114,12 +110,22 @@ public class PolicyServiceImpl extends ServiceImpl<PolicyMapper, Policy>
        if (policy == null) {
            throw new BusinessException(ResultCode.NULL_ERROR.getCode(), "保单不存在");
        }
+        BigDecimal paymentPremium = policy.getPaymentPremium();
+        if (paymentPremium == null) {
+            throw new BusinessException("期交保费不能为空");
+        }
+        Object paymentTerm = policy.getPaymentTerm();
+        if (paymentTerm == null) {
+            throw new BusinessException("供款期数不能为空");
+        }
        Date now = new Date();
        // 保单信息
        ApiProductPlanMainInfoDto apiProductPlanMainInfoDto = policyUpdateRequest.getApiProductPlanMainInfoDto();
        if (apiProductPlanMainInfoDto != null) {
            BeanUtils.copyProperties(apiProductPlanMainInfoDto, policy, "policyBizId", "id");
            policy.setPaymentPremium(apiProductPlanMainInfoDto.getEachIssuePremium());
+            policy.setTotalPaymentPremium(calculateTotalPaymentPremium(apiProductPlanMainInfoDto));
            policy.setIsPrepaid(apiProductPlanMainInfoDto.getIsPrepay());
            policy.setUpdateTime(now);
            // 更新保单
@@ -150,6 +156,13 @@ public class PolicyServiceImpl extends ServiceImpl<PolicyMapper, Policy>
        return true;
    }
+    private BigDecimal calculateTotalPaymentPremium(ApiProductPlanMainInfoDto apiProductPlanMainInfoDto) {
+        // 计算总保费
+        return apiProductPlanMainInfoDto.getEachIssuePremium()
+                .multiply(new BigDecimal(apiProductPlanMainInfoDto.getPaymentFrequency()))
+                .setScale(4, RoundingMode.HALF_UP);
+    }
    /**
     * 查询列表

--- a/yd-csf-service/src/main/resources/mappers/ExpectedFortuneMapper.xml
+++ b/yd-csf-service/src/main/resources/mappers/ExpectedFortuneMapper.xml
@@ -29,11 +29,11 @@
            ifnull(sum(ef.hkd_amount),0) as totalExpectedAmount,
            ifnull(sum(ef.paid_amount),0) as totalPaidAmount,
            ifnull(sum(ef.unpaid_amount),0) as totalUnpaidAmount,
-            ifnull(sum(e.totalPremiumAmount),0) as totalPremiumAmount,
+            MAX(e.total_payment_premium) * MAX(ef.default_exchange_rate) as totalPremiumAmount,
            count(distinct ef.policy_no) as totalPolicyCount
        from expected_fortune ef
        LEFT JOIN (
-            SELECT p.policy_no, SUM(p.payment_premium*p.payment_term) as totalPremiumAmount
+            SELECT p.policy_no, p.total_payment_premium
            FROM policy p
            GROUP BY policy_no
        ) e ON ef.policy_no = e.policy_no

--- a/yd-csf-service/src/main/resources/mappers/PolicyMapper.xml
+++ b/yd-csf-service/src/main/resources/mappers/PolicyMapper.xml
@@ -24,6 +24,7 @@
            <result property="paymentTerm" column="payment_term" />
            <result property="paymentFrequency" column="payment_frequency" />
            <result property="paymentPremium" column="payment_premium" />
+            <result property="totalPaymentPremium" column="total_payment_premium" />
            <result property="status" column="status" />
            <result property="currency" column="currency" />
            <result property="initialPremium" column="initial_premium" />
@@ -57,7 +58,7 @@
    <sql id="Base_Column_List">
        id,policy_biz_id,policy_no,user_biz_id,product_launch_biz_id,product_code,
        product_name,product_cate,insurance_company,insurance_company_biz_id,region,
-        policy_holder,policy_holder_age,insured,guarantee_period,sum_insured,payment_term,payment_frequency,payment_premium,
+        policy_holder,policy_holder_age,insured,guarantee_period,sum_insured,payment_term,payment_frequency,payment_premium,total_payment_premium,
        status,currency,initial_premium,sign_date,issue_date,
        effective_date,cooling_off_end_date,cooling_off_days,renewal_date,is_prepaid,deductibles,prepaid_term,
        initial_payment_method,renewal_payment_method,dividend_distribution_method,is_backtrack,is_join,