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yd-csf
Commit c63b41b6 by jianan
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新单跟进v2

parent 2718f5f4
Showing with 235 additions and 15 deletions
yd-csf-api/src/main/java/com/yd/csf/api/controller/ApiPolicyFollowController.java
...@@ -287,7 +287,7 @@ public class ApiPolicyFollowController { ...@@ -287,7 +287,7 @@ public class ApiPolicyFollowController {
PolicyFollow policyFollow = new PolicyFollow(); PolicyFollow policyFollow = new PolicyFollow();
BeanUtils.copyProperties(policyExcelDTO, policyFollow); BeanUtils.copyProperties(policyExcelDTO, policyFollow);
policyFollow.setPolicyBizId(policyBizId); policyFollow.setPolicyBizId(policyBizId);
policyFollow.setInitialPremium(decimalFormat.parse(policyExcelDTO.getInitialPremium())); // policyFollow.setInitialPremium(decimalFormat.parse(policyExcelDTO.getInitialPremium()));
policyFollow.setCustomerName(policyExcelDTO.getPolicyHolder()); policyFollow.setCustomerName(policyExcelDTO.getPolicyHolder());
policyFollow.setCustomerBizId(customerNameToBizIdMap.get(policyExcelDTO.getPolicyHolder())); policyFollow.setCustomerBizId(customerNameToBizIdMap.get(policyExcelDTO.getPolicyHolder()));
PolicyFollowStatusEnum policyFollowStatusEnum = PolicyFollowStatusEnum.getEnumByItemLabel(policyExcelDTO.getStatus()); PolicyFollowStatusEnum policyFollowStatusEnum = PolicyFollowStatusEnum.getEnumByItemLabel(policyExcelDTO.getStatus());
...@@ -301,7 +301,7 @@ public class ApiPolicyFollowController { ...@@ -301,7 +301,7 @@ public class ApiPolicyFollowController {
policyFollow.setCoolingOffEndDate(DateUtil.offset(policyFollow.getEffectiveDate(), DateField.DAY_OF_MONTH, policyFollow.getCoolingOffDays())); policyFollow.setCoolingOffEndDate(DateUtil.offset(policyFollow.getEffectiveDate(), DateField.DAY_OF_MONTH, policyFollow.getCoolingOffDays()));
} }
// 获取币种字典值 // 获取币种字典值
policyFollow.setCurrency(policyFollowService.getCurrencyValue(policyExcelDTO.getCurrency())); policyFollow.setPolicyCurrency(policyFollowService.getCurrencyValue(policyExcelDTO.getCurrency()));
// 转换为Policy对象 // 转换为Policy对象
Policy policy = new Policy(); Policy policy = new Policy();
...@@ -351,17 +351,16 @@ public class ApiPolicyFollowController { ...@@ -351,17 +351,16 @@ public class ApiPolicyFollowController {
/** /**
* 创建新单跟进 * 创建新单跟进
* *
* @param policyFollowAddRequest * @param policyFollowDto
* @param request
* @return * @return
*/ */
@Operation(summary = "创建新单跟进") @Operation(summary = "创建新单跟进（统一DTO）")
@PostMapping("/add") @PostMapping("/add")
public Result<Map<String, Object>> addPolicyFollow(@RequestBody PolicyFollowAddRequest policyFollowAddRequest, HttpServletRequest request) { public Result<Map<String, Object>> addPolicyFollowV2(@RequestBody PolicyFollowDto policyFollowDto) {
if (policyFollowAddRequest == null) { if (policyFollowDto == null) {
return Result.fail(ErrorCode.PARAMS_ERROR.getCode(), ErrorCode.PARAMS_ERROR.getMessage()); return Result.fail(ErrorCode.PARAMS_ERROR.getCode(), "请求参数不能为空");
} }
return Result.success(policyFollowService.addPolicyFollow(policyFollowAddRequest)); return Result.success(policyFollowService.addPolicyFollowDto(policyFollowDto));
} }
/** /**
...@@ -417,18 +416,18 @@ public class ApiPolicyFollowController { ...@@ -417,18 +416,18 @@ public class ApiPolicyFollowController {
} }
/** /**
* 更新新单跟进 * 更新新单跟进（使用统一DTO）
* *
* @param policyFollowUpdateRequest * @param policyFollowDto
* @return * @return
*/ */
@PostMapping("/update") @PostMapping("/update")
@Operation(summary = "更新新单跟进信息") @Operation(summary = "更新新单跟进信息（统一DTO）")
public Result<Boolean> updatePolicyFollow(@RequestBody PolicyFollowUpdateRequest policyFollowUpdateRequest) { public Result<Boolean> updatePolicyFollowV2(@RequestBody PolicyFollowDto policyFollowDto) {
if (policyFollowUpdateRequest == null || StringUtils.isBlank(policyFollowUpdateRequest.getPolicyBizId())) { if (policyFollowDto == null || StringUtils.isBlank(policyFollowDto.getPolicyBizId())) {
return Result.fail(ErrorCode.PARAMS_ERROR.getCode(), "policyBizId不能为空"); return Result.fail(ErrorCode.PARAMS_ERROR.getCode(), "policyBizId不能为空");
} }
return Result.success(policyFollowService.updatePolicyFollow(policyFollowUpdateRequest)); return Result.success(policyFollowService.updatePolicyFollowDto(policyFollowDto));
} }
/** /**
......
yd-csf-service/src/main/java/com/yd/csf/service/dto/PolicyFollowDto.java 0 → 100644
package com.yd.csf.service.dto;
import com.fasterxml.jackson.annotation.JsonFormat;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import java.io.Serializable;
import java.math.BigDecimal;
import java.util.Date;
import java.util.List;
/**
* 新单跟进统一请求DTO - 用于新增和修改
*/
@Data
public class PolicyFollowDto implements Serializable {
private static final long serialVersionUID = 1L;
@Schema(description = "新单跟进唯一业务ID（修改时必填）")
private String policyBizId;
@Schema(description = "保单号")
private String policyNo;
@Schema(description = "预约信息主表唯一业务ID")
private String appointmentBizId;
@Schema(description = "预约编号")
private String appointmentNo;
@Schema(description = "客户业务id")
private String customerBizId;
@Schema(description = "递交日期", format = "yyyy-MM-dd")
@JsonFormat(pattern = "yyyy-MM-dd", timezone = "GMT+8")
private Date submitDate;
@Schema(description = "客户名称")
private String customerName;
@Schema(description = "签单日期", format = "yyyy-MM-dd")
@JsonFormat(pattern = "yyyy-MM-dd", timezone = "GMT+8")
private Date signDate;
@Schema(description = "签单人")
private String signer;
@Schema(description = "签单人业务id")
private String signerBizId;
@Schema(description = "签单人执业编号")
private String signerRegNo;
@Schema(description = "签单地点")
private String signLocation;
@Schema(description = "缮发日期", format = "yyyy-MM-dd")
@JsonFormat(pattern = "yyyy-MM-dd", timezone = "GMT+8")
private Date issueDate;
@Schema(description = "冷静期结束日期", format = "yyyy-MM-dd")
@JsonFormat(pattern = "yyyy-MM-dd", timezone = "GMT+8")
private Date coolingOffEndDate;
@Schema(description = "冷静期天数")
private Integer coolingOffDays;
@Schema(description = "核保日期", format = "yyyy-MM-dd")
@JsonFormat(pattern = "yyyy-MM-dd", timezone = "GMT+8")
private Date underwritingDate;
@Schema(description = "生效日期", format = "yyyy-MM-dd")
@JsonFormat(pattern = "yyyy-MM-dd", timezone = "GMT+8")
private Date effectiveDate;
@Schema(description = "续保日期", format = "yyyy-MM-dd")
@JsonFormat(pattern = "yyyy-MM-dd", timezone = "GMT+8")
private Date renewalDate;
@Schema(description = "保单回执日期", format = "yyyy-MM-dd")
@JsonFormat(pattern = "yyyy-MM-dd", timezone = "GMT+8")
private Date receiptDate;
@Schema(description = "回执状态")
private String receiptStatus;
@Schema(description = "是否开通直接支付: 0-否, 1-是")
private Integer directPaymentEnabled;
@Schema(description = "供款年期")
private Integer issueNumber;
@Schema(description = "保障期限")
private Integer guaranteePeriod;
@Schema(description = "保额（重疾险）")
private BigDecimal sumInsured;
@Schema(description = "付款频率（字典）")
private String paymentFrequency;
@Schema(description = "每期保费")
private BigDecimal eachIssuePremium;
@Schema(description = "是否预缴: 0-否, 1-是")
private Integer isPrepay;
@Schema(description = "是否追溯: 0-否, 1-是")
private Integer isTraceable;
@Schema(description = "回溯日期", format = "yyyy-MM-dd")
@JsonFormat(pattern = "yyyy-MM-dd", timezone = "GMT+8")
private Date retroactiveDate;
@Schema(description = "预缴年期")
private Integer prepaidTerm;
@Schema(description = "预付额")
private String prepaidAmount;
@Schema(description = "折扣后预付额")
private String prepaidAmountAfterDiscount;
@Schema(description = "保单截止日期", format = "yyyy-MM-dd")
@JsonFormat(pattern = "yyyy-MM-dd", timezone = "GMT+8")
private Date policyExpirationDate;
@Schema(description = "缴费编号")
private String paymentNumber;
@Schema(description = "产品上架信息表唯一业务ID")
private String productLaunchBizId;
@Schema(description = "产品名称")
private String productName;
@Schema(description = "产品类别")
private String productCate;
@Schema(description = "保险公司")
private String insuranceCompany;
@Schema(description = "保险公司业务id")
private String insuranceCompanyBizId;
@Schema(description = "对账公司")
private String reconciliationCompany;
@Schema(description = "对账公司业务id")
private String reconciliationCompanyBizId;
@Schema(description = "新单跟进状态")
private String status;
@Schema(description = "下一步跟进状态列表")
private String nextStatusList;
@Schema(description = "保單持有人")
private String policyHolder;
@Schema(description = "受保人")
private String insured;
@Schema(description = "受保人年龄")
private Integer insuredAge;
@Schema(description = "宽限期")
private Integer gracePeriod;
@Schema(description = "是否参加递增保障权益: 0-否, 1-是（字典）")
private Integer isJoin;
@Schema(description = "保单币种")
private String policyCurrency;
@Schema(description = "首期付款方式（字典）")
private String initialPaymentMethod;
@Schema(description = "首期保费（不含徽费，预缴保费）")
private BigDecimal initialPremium;
@Schema(description = "寄送方式（字典）: 1-自提 2-快递")
private String mailingMethod;
@Schema(description = "续期付款方式（字典）")
private String renewalPaymentMethod;
@Schema(description = "红利付款方式（字典）")
private String dividendPaymentMethod;
@Schema(description = "快递单号")
private String deliveryNo;
@Schema(description = "保单征费")
private String policyLevy;
@Schema(description = "首期保费已付")
private String initialPremiumPaid;
@Schema(description = "首期保费应付")
private String initialPremiumDue;
@Schema(description = "最近付款日期", format = "yyyy-MM-dd")
@JsonFormat(pattern = "yyyy-MM-dd", timezone = "GMT+8")
private Date latestPaymentDate;
@Schema(description = "经纪公司签收日期", format = "yyyy-MM-dd")
@JsonFormat(pattern = "yyyy-MM-dd", timezone = "GMT+8")
private Date brokerSignDate;
@Schema(description = "保险公司寄出日期", format = "yyyy-MM-dd")
@JsonFormat(pattern = "yyyy-MM-dd", timezone = "GMT+8")
private Date insurerMailingDate;
@Schema(description = "客户签收日期", format = "yyyy-MM-dd")
@JsonFormat(pattern = "yyyy-MM-dd", timezone = "GMT+8")
private Date customerSignDate;
@Schema(description = "转介人列表")
private List<PolicyBrokerDto> brokerList;
}
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