转介人门户：新增「我的客户」，后端运行时升级 JRE 11

- 新增 GET /c/customer/list，以新单跟进记录为粒度输出客户进展阶段（8 态语义码）
- 仪表盘新增 caseCount（跟进记录数）与 followingCount（跟进中数，不含暂缓）
- 后端镜像基础镜像 temurin 8 改为 11-jre-jammy，修复 JDK 8 下 OIDC 校验失败导致的登录刷新循环

yd-csf-api/Dockerfile

-# JRE 运行时（原 openjdk:8 官方镜像已停更无补丁）；tag 固定到具体小版本保证构建可重现
-# 升级时替换为服务器可拉取的最新 8uXXX-bXX-jre-jammy
-FROM eclipse-temurin:8u422-b05-jre-jammy
+# JRE 11 运行时：JDK 8 下 OIDC JWT 校验链路失败导致前端登录刷新循环，运行时对齐本地已验证的 JDK 11。
+# 用 11-jre-jammy 锁定大版本/JRE/jammy 基底（与现有 8-jre-jammy 同为 Ubuntu 22.04，无新内核兼容风险）；
+# 如需构建可重现，可在服务器拉取清单后钉死为 11.0.XX_Y-jre-jammy。
+FROM eclipse-temurin:11-jre-jammy
 
 
 LABEL maintainer="zxm<2060197959@qq.com>"
 LABEL maintainer="zxm<2060197959@qq.com>"
 
 

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

+package com.yd.csf.api.controller;
+
+import com.yd.common.result.Result;
+import com.yd.csf.api.security.ReferrerIdentityContext;
+import com.yd.csf.service.service.IReferrerPortalService;
+import com.yd.csf.service.vo.ReferrerCustomerVO;
+import org.springframework.web.bind.annotation.GetMapping;
+import org.springframework.web.bind.annotation.RequestMapping;
+import org.springframework.web.bind.annotation.RestController;
+
+import javax.annotation.Resource;
+import java.util.List;
+
+/**
+ * 转介人门户 - 我的客户。
+ *
+ * <p>容器内路径 {@code /c/customer/**}，对外经 context-path 暴露为
+ * {@code /csf/api/c/customer/**}，走转介人门户独立安全链。
+ * 以新单跟进记录为粒度，一行一条，按跟进记录 id 倒序，纯展示。</p>
+ */
+@RestController
+@RequestMapping("/c/customer")
+public class ReferrerCustomerController {
+
+    @Resource
+    private IReferrerPortalService referrerPortalService;
+
+    /**
+     * 我的客户列表：姓名 + 进展阶段 + 产品名 + 联系电话。
+     */
+    @GetMapping("/list")
+    public Result<List<ReferrerCustomerVO>> list() {
+        String brokerBizId = ReferrerIdentityContext.requireBrokerBizId();
+        return Result.success(referrerPortalService.listCustomers(brokerBizId));
+    }
+}

yd-csf-api/src/test/java/com/yd/csf/api/enums/ReferrerCustomerStageTest.java

+package com.yd.csf.api.enums;
+
+import com.yd.csf.service.enums.PolicyFollowStatusEnum;
+import com.yd.csf.service.enums.ReferrerCustomerStage;
+import org.junit.jupiter.api.Test;
+
+import static org.junit.jupiter.api.Assertions.assertEquals;
+
+/**
+ * 转介人「我的客户」进展阶段归并单元测试。
+ */
+class ReferrerCustomerStageTest {
+
+    @Test
+    void fiveProgressStatuses_mergeToInProgress() {
+        assertEquals(ReferrerCustomerStage.IN_PROGRESS,
+                ReferrerCustomerStage.fromFollowStatus(PolicyFollowStatusEnum.PENDING_SIGN.getItemValue()));
+        assertEquals(ReferrerCustomerStage.IN_PROGRESS,
+                ReferrerCustomerStage.fromFollowStatus(PolicyFollowStatusEnum.SIGNED.getItemValue()));
+        assertEquals(ReferrerCustomerStage.IN_PROGRESS,
+                ReferrerCustomerStage.fromFollowStatus(PolicyFollowStatusEnum.WAITING_PAYMENT.getItemValue()));
+        assertEquals(ReferrerCustomerStage.IN_PROGRESS,
+                ReferrerCustomerStage.fromFollowStatus(PolicyFollowStatusEnum.PREMIUM_RECONCILING.getItemValue()));
+        assertEquals(ReferrerCustomerStage.IN_PROGRESS,
+                ReferrerCustomerStage.fromFollowStatus(
+                        PolicyFollowStatusEnum.PREMIUM_RECONCILED_UNDERWRITING.getItemValue()));
+    }
+
+    @Test
+    void delayedUnderwriting_isStandaloneDelayed() {
+        assertEquals(ReferrerCustomerStage.DELAYED,
+                ReferrerCustomerStage.fromFollowStatus(
+                        PolicyFollowStatusEnum.DELAYED_UNDERWRITING.getItemValue()));
+    }
+
+    @Test
+    void terminalStatuses_passThrough() {
+        assertEquals(ReferrerCustomerStage.EFFECTIVE,
+                ReferrerCustomerStage.fromFollowStatus(PolicyFollowStatusEnum.EFFECTIVE.getItemValue()));
+        assertEquals(ReferrerCustomerStage.CANCELLED,
+                ReferrerCustomerStage.fromFollowStatus(PolicyFollowStatusEnum.CANCELLED.getItemValue()));
+        assertEquals(ReferrerCustomerStage.DECLINED,
+                ReferrerCustomerStage.fromFollowStatus(PolicyFollowStatusEnum.DECLINED.getItemValue()));
+        assertEquals(ReferrerCustomerStage.LAPSED,
+                ReferrerCustomerStage.fromFollowStatus(PolicyFollowStatusEnum.LAPSED.getItemValue()));
+        assertEquals(ReferrerCustomerStage.CLOSED,
+                ReferrerCustomerStage.fromFollowStatus(PolicyFollowStatusEnum.CLOSED.getItemValue()));
+        assertEquals(ReferrerCustomerStage.APPOINTMENT_CANCELLED,
+                ReferrerCustomerStage.fromFollowStatus(PolicyFollowStatusEnum.QX_YY.getItemValue()));
+    }
+
+    @Test
+    void blankOrUnknown_fallbackToInProgress() {
+        assertEquals(ReferrerCustomerStage.IN_PROGRESS,
+                ReferrerCustomerStage.fromFollowStatus(null));
+        assertEquals(ReferrerCustomerStage.IN_PROGRESS,
+                ReferrerCustomerStage.fromFollowStatus(""));
+        assertEquals(ReferrerCustomerStage.IN_PROGRESS,
+                ReferrerCustomerStage.fromFollowStatus("NOT_A_REAL_STATUS"));
+    }
+}

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

+package com.yd.csf.service.enums;
+
+/**
+ * 转介人「我的客户」进展阶段（面向转介人的语义码，前端按码做文案/配色）。
+ *
+ * <p>由新单跟进内部状态 {@link PolicyFollowStatusEnum} 归并而来：
+ * 5 个推进态合并为 {@link #IN_PROGRESS}，延缓承保单列 {@link #DELAYED}，
+ * 各终态分别透传。未识别状态保守兜底为 {@link #IN_PROGRESS}，避免把在途误判为终止。</p>
+ */
+public enum ReferrerCustomerStage {
+    /** 跟进中：待签单/已签单/等待汇款/首期对账中/核保中 */
+    IN_PROGRESS,
+    /** 暂缓：延缓承保 */
+    DELAYED,
+    /** 已生效 */
+    EFFECTIVE,
+    /** 已取消（取消投保） */
+    CANCELLED,
+    /** 已拒保 */
+    DECLINED,
+    /** 已失效 */
+    LAPSED,
+    /** 已关闭 */
+    CLOSED,
+    /** 预约已取消 */
+    APPOINTMENT_CANCELLED;
+
+    public static ReferrerCustomerStage fromFollowStatus(String status) {
+        PolicyFollowStatusEnum s = PolicyFollowStatusEnum.getEnumByValue(status);
+        if (s == null) {
+            return IN_PROGRESS;
+        }
+        switch (s) {
+            case DELAYED_UNDERWRITING:
+                return DELAYED;
+            case EFFECTIVE:
+                return EFFECTIVE;
+            case CANCELLED:
+                return CANCELLED;
+            case DECLINED:
+                return DECLINED;
+            case LAPSED:
+                return LAPSED;
+            case CLOSED:
+                return CLOSED;
+            case QX_YY:
+                return APPOINTMENT_CANCELLED;
+            default:
+                // PENDING_SIGN / SIGNED / WAITING_PAYMENT /
+                // PREMIUM_RECONCILING / PREMIUM_RECONCILED_UNDERWRITING
+                return IN_PROGRESS;
+        }
+    }
+}

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

 package com.yd.csf.service.service;
 package com.yd.csf.service.service;
 
 
+import com.yd.csf.service.vo.ReferrerCustomerVO;
 import com.yd.csf.service.vo.ReferrerDashboardVO;
 import com.yd.csf.service.vo.ReferrerDashboardVO;
 import com.yd.csf.service.vo.ReferrerPipelineVO;
 import com.yd.csf.service.vo.ReferrerPipelineVO;
 import com.yd.csf.service.vo.ReferrerPolicyCommissionVO;
 import com.yd.csf.service.vo.ReferrerPolicyCommissionVO;
@@ -46,4 +47,9 @@ public interface IReferrerPortalService {
      * 在途佣金列表。
      * 在途佣金列表。
      */
      */
     List<ReferrerPipelineVO> listPipeline(String brokerBizId);
     List<ReferrerPipelineVO> listPipeline(String brokerBizId);
+
+    /**
+     * 我的客户进展列表（以新单跟进记录为粒度，按 id 倒序）。
+     */
+    List<ReferrerCustomerVO> listCustomers(String brokerBizId);
 }
 }
\ No newline at end of file

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

@@ -6,13 +6,17 @@ import com.yd.csf.feign.enums.SalaryStatusEnum;
 import com.yd.csf.service.enums.FortuneAccountStatusEnum;
 import com.yd.csf.service.enums.FortuneAccountStatusEnum;
 import com.yd.csf.service.enums.PolicyStatusEnum;
 import com.yd.csf.service.enums.PolicyStatusEnum;
 import com.yd.csf.service.enums.ReferrerCommissionStage;
 import com.yd.csf.service.enums.ReferrerCommissionStage;
+import com.yd.csf.service.enums.ReferrerCustomerStage;
+import com.yd.csf.service.model.Customer;
 import com.yd.csf.service.model.ExpectedFortune;
 import com.yd.csf.service.model.ExpectedFortune;
 import com.yd.csf.service.model.Fortune;
 import com.yd.csf.service.model.Fortune;
 import com.yd.csf.service.model.FortuneAccount;
 import com.yd.csf.service.model.FortuneAccount;
 import com.yd.csf.service.model.Policy;
 import com.yd.csf.service.model.Policy;
 import com.yd.csf.service.model.PolicyBroker;
 import com.yd.csf.service.model.PolicyBroker;
+import com.yd.csf.service.model.PolicyFollow;
 import com.yd.csf.service.model.Salary;
 import com.yd.csf.service.model.Salary;
 import com.yd.csf.service.model.SalaryRemittance;
 import com.yd.csf.service.model.SalaryRemittance;
+import com.yd.csf.service.service.CustomerService;
 import com.yd.csf.service.service.FortuneAccountService;
 import com.yd.csf.service.service.FortuneAccountService;
 import com.yd.csf.service.service.FortuneService;
 import com.yd.csf.service.service.FortuneService;
 import com.yd.csf.service.service.IExpectedFortuneService;
 import com.yd.csf.service.service.IExpectedFortuneService;
@@ -20,7 +24,9 @@ import com.yd.csf.service.service.IReferrerPortalService;
 import com.yd.csf.service.service.ISalaryRemittanceService;
 import com.yd.csf.service.service.ISalaryRemittanceService;
 import com.yd.csf.service.service.ISalaryService;
 import com.yd.csf.service.service.ISalaryService;
 import com.yd.csf.service.service.PolicyBrokerService;
 import com.yd.csf.service.service.PolicyBrokerService;
+import com.yd.csf.service.service.PolicyFollowService;
 import com.yd.csf.service.service.PolicyService;
 import com.yd.csf.service.service.PolicyService;
+import com.yd.csf.service.vo.ReferrerCustomerVO;
 import com.yd.csf.service.vo.ReferrerDashboardVO;
 import com.yd.csf.service.vo.ReferrerDashboardVO;
 import com.yd.csf.service.vo.ReferrerPipelineVO;
 import com.yd.csf.service.vo.ReferrerPipelineVO;
 import com.yd.csf.service.vo.ReferrerPolicyCommissionItemVO;
 import com.yd.csf.service.vo.ReferrerPolicyCommissionItemVO;
@@ -83,6 +89,10 @@ public class ReferrerPortalServiceImpl implements IReferrerPortalService {
     private PolicyService policyService;
     private PolicyService policyService;
     @Resource
     @Resource
     private PolicyBrokerService policyBrokerService;
     private PolicyBrokerService policyBrokerService;
+    @Resource
+    private PolicyFollowService policyFollowService;
+    @Resource
+    private CustomerService customerService;
 
 
     @Override
     @Override
     public ReferrerDashboardVO getDashboard(String brokerBizId) {
     public ReferrerDashboardVO getDashboard(String brokerBizId) {
@@ -92,6 +102,8 @@ public class ReferrerPortalServiceImpl implements IReferrerPortalService {
         vo.setPipelineCommission(BigDecimal.ZERO);
         vo.setPipelineCommission(BigDecimal.ZERO);
         vo.setEffectivePolicyCount(0L);
         vo.setEffectivePolicyCount(0L);
         vo.setFirstYearFyp(BigDecimal.ZERO);
         vo.setFirstYearFyp(BigDecimal.ZERO);
+        vo.setCaseCount(0L);
+        vo.setFollowingCount(0L);
 
 
         YearMonth now = YearMonth.now();
         YearMonth now = YearMonth.now();
         YearMonth taxStart = now.getMonthValue() >= 4
         YearMonth taxStart = now.getMonthValue() >= 4
@@ -136,6 +148,15 @@ public class ReferrerPortalServiceImpl implements IReferrerPortalService {
             firstYearFyp = firstYearFyp.add(personalFirstYearPremiumHkd(policy, policyBroker));
             firstYearFyp = firstYearFyp.add(personalFirstYearPremiumHkd(policy, policyBroker));
         }
         }
         vo.setFirstYearFyp(n2(firstYearFyp));
         vo.setFirstYearFyp(n2(firstYearFyp));
+
+        // 我的客户：以新单跟进记录为粒度，不去重；副标仅统计「跟进中」（不含暂缓）
+        List<PolicyFollow> myFollows = listMyFollows(brokerBizId);
+        vo.setCaseCount((long) myFollows.size());
+        long following = myFollows.stream()
+                .filter(f -> ReferrerCustomerStage.fromFollowStatus(f.getStatus())
+                        == ReferrerCustomerStage.IN_PROGRESS)
+                .count();
+        vo.setFollowingCount(following);
         return vo;
         return vo;
     }
     }
 
 
@@ -300,8 +321,64 @@ public class ReferrerPortalServiceImpl implements IReferrerPortalService {
                 }).collect(Collectors.toList());
                 }).collect(Collectors.toList());
     }
     }
 
 
+    @Override
+    public List<ReferrerCustomerVO> listCustomers(String brokerBizId) {
+        List<PolicyFollow> follows = listMyFollows(brokerBizId);
+        if (follows.isEmpty()) {
+            return new ArrayList<>();
+        }
+
+        Set<String> customerBizIds = follows.stream()
+                .map(PolicyFollow::getCustomerBizId)
+                .filter(StringUtils::isNotBlank)
+                .collect(Collectors.toSet());
+        Map<String, Customer> customerMap = customerBizIds.isEmpty()
+                ? Collections.emptyMap()
+                : customerService.lambdaQuery()
+                .in(Customer::getCustomerBizId, customerBizIds)
+                .eq(Customer::getIsDeleted, 0)
+                .list()
+                .stream()
+                .collect(Collectors.toMap(Customer::getCustomerBizId, c -> c, (a, b) -> a));
+
+        List<ReferrerCustomerVO> list = new ArrayList<>();
+        for (PolicyFollow follow : follows) {
+            ReferrerCustomerVO vo = new ReferrerCustomerVO();
+            Customer customer = customerMap.get(follow.getCustomerBizId());
+            String name = customer == null ? null : customer.getNameCn();
+            vo.setName(StringUtils.isNotBlank(name) ? name : follow.getCustomerName());
+            vo.setStage(ReferrerCustomerStage.fromFollowStatus(follow.getStatus()).name());
+            vo.setProductName(follow.getProductName());
+            vo.setMobile(buildMobile(customer));
+            list.add(vo);
+        }
+        return list;
+    }
+
     // ==================== 私有组装方法 ====================
     // ==================== 私有组装方法 ====================
 
 
+    /**
+     * 名下新单跟进记录（强制首转介人归属，未删除，按 id 倒序）。
+     */
+    private List<PolicyFollow> listMyFollows(String brokerBizId) {
+        return policyFollowService.lambdaQuery()
+                .eq(PolicyFollow::getFirstBrokerBizId, brokerBizId)
+                .eq(PolicyFollow::getIsDeleted, 0)
+                .orderByDesc(PolicyFollow::getId)
+                .list();
+    }
+
+    /**
+     * 联系电话：区号 + 号码；档案缺失或无号码时返回 null。
+     */
+    private String buildMobile(Customer customer) {
+        if (customer == null || StringUtils.isBlank(customer.getMobile())) {
+            return null;
+        }
+        String code = customer.getMobileCode();
+        return StringUtils.isBlank(code) ? customer.getMobile() : code + customer.getMobile();
+    }
+
     private List<Salary> listPushedSalaries(String brokerBizId, YearMonth start, YearMonth end) {
     private List<Salary> listPushedSalaries(String brokerBizId, YearMonth start, YearMonth end) {
         return salaryService.lambdaQuery()
         return salaryService.lambdaQuery()
                 .eq(Salary::getBrokerBizId, brokerBizId)
                 .eq(Salary::getBrokerBizId, brokerBizId)

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

+package com.yd.csf.service.vo;
+
+import lombok.Data;
+
+import java.io.Serializable;
+
+/**
+ * 转介人「我的客户」列表项（以新单跟进记录为粒度，第一版纯展示）。
+ */
+@Data
+public class ReferrerCustomerVO implements Serializable {
+
+    private static final long serialVersionUID = 1L;
+
+    /**
+     * 客户姓名（档案缺失时回退为跟进记录客户名称）
+     */
+    private String name;
+
+    /**
+     * 当前进展阶段语义码（ReferrerCustomerStage）
+     */
+    private String stage;
+
+    /**
+     * 产品名称（该跟进记录冗余字段）
+     */
+    private String productName;
+
+    /**
+     * 联系电话（含区号；无档案或无号码时为空）
+     */
+    private String mobile;
+}

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

@@ -37,4 +37,14 @@ public class ReferrerDashboardVO implements Serializable {
      * 首年业绩 FYP（HKD，按本人占比折算）
      * 首年业绩 FYP（HKD，按本人占比折算）
      */
      */
     private BigDecimal firstYearFyp;
     private BigDecimal firstYearFyp;
+
+    /**
+     * 我的客户：名下新单跟进记录数（不去重，含全部状态）
+     */
+    private Long caseCount;
+
+    /**
+     * 我的客户：仍在「跟进中」阶段的数量（不含暂缓）
+     */
+    private Long followingCount;
 }
 }
\ No newline at end of file