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yd-csf
Commit c7e53c8e by jianan
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新单跟进v2

parent f087e6d8
Showing with 279 additions and 68 deletions
yd-csf-api/src/main/java/com/yd/csf/api/controller/ApiPolicyFollowController.java
......@@ -490,38 +490,17 @@ public class ApiPolicyFollowController {
*/
@GetMapping("/get/vo")
@Operation(summary = "根据 policyBizId 获取新单跟进详情")
public Result<PolicyFollowVO> getPolicyFollowByPolicyBizId(@RequestParam("policyBizId") String policyBizId, HttpServletRequest request) {
public Result<PolicyFollowDetailVO> getPolicyFollowByPolicyBizId(@RequestParam("policyBizId") String policyBizId, HttpServletRequest request) {
if (StringUtils.isBlank(policyBizId)) {
return Result.fail(ErrorCode.PARAMS_ERROR.getCode(), "policyBizId不能为空");
}
// 查询数据库
PolicyFollow policyFollow = policyFollowService.getByPolicyBizId(policyBizId);
if (policyFollow == null) {
// 查询数据库并组装详情数据（包含附加险和介绍人）
PolicyFollowDetailVO detailVO = policyFollowService.getPolicyFollowDetailVO(policyBizId);
if (detailVO == null) {
return Result.fail(ErrorCode.NOT_FOUND_ERROR.getCode(), ErrorCode.NOT_FOUND_ERROR.getMessage());
}
// 异步查询产品上架信息表
if (StringUtils.isNotBlank(policyFollow.getPolicyNo()) && StringUtils.isBlank(policyFollow.getProductLaunchBizId())) {
// 异步查询产品上架信息表
// ApiExpectedCommissionRatioPageRequest apiExpectedCommissionRatioPageRequest = new ApiExpectedCommissionRatioPageRequest();
// apiExpectedCommissionRatioPageRequest.setPageNo(1);
// apiExpectedCommissionRatioPageRequest.setPageSize(100);
// apiExpectedCommissionRatioPageRequest.setWarrantyPeriod(String.valueOf(policyFollow.getPaymentTerm()));
// Result<Page<ApiExpectedCommissionRatioPageResponse>> result = apiExpectedCommissionRatioFeignClient.page(apiExpectedCommissionRatioPageRequest);
// if (result != null && result.getData() != null) {
// List<ApiExpectedCommissionRatioPageResponse> records = (List<ApiExpectedCommissionRatioPageResponse>) result.getData();
// if (CollectionUtils.isNotEmpty(records)) {
// policyFollow.setProductLaunchBizId(records.get(0).getProductLaunchBizId());
// }
// }
PolicyFollow updatePolicyFollow = new PolicyFollow();
updatePolicyFollow.setId(policyFollow.getId());
updatePolicyFollow.setProductLaunchBizId("product_launch_kudwRqXsz1");
policyFollowService.updateById(updatePolicyFollow);
}
// 获取封装类
return Result.success(policyFollowService.getPolicyFollowVO(policyFollow));
return Result.success(detailVO);
}
/**
......
yd-csf-service/src/main/java/com/yd/csf/service/service/PolicyFollowService.java
......@@ -6,6 +6,7 @@ import com.baomidou.mybatisplus.extension.service.IService;
import com.yd.csf.service.dto.*;
import com.yd.csf.service.enums.PolicyFollowStatusEnum;
import com.yd.csf.service.model.PolicyFollow;
import com.yd.csf.service.vo.PolicyFollowDetailVO;
import com.yd.csf.service.vo.PolicyFollowVO;
import java.util.List;
......@@ -40,6 +41,11 @@ public interface PolicyFollowService extends IService<PolicyFollow> {
*/
Map<String, Object> addPolicyFollowDto(PolicyFollowDto policyFollowDto);
/**
* 获取新单跟进详情（包含附加险和介绍人）
*/
PolicyFollowDetailVO getPolicyFollowDetailVO(String policyBizId);
Boolean addToPolicy(List<String> policyNoList);
Boolean changePolicyFollowStatus(ChangePolicyFollowStatusRequest changePolicyFollowStatusRequest, PolicyFollow policyFollow);
......
yd-csf-service/src/main/java/com/yd/csf/service/service/impl/PolicyFollowServiceImpl.java
......@@ -22,6 +22,7 @@ import com.yd.csf.service.service.*;
import com.yd.csf.service.dao.PolicyFollowMapper;
import com.yd.csf.service.utils.AsyncQueryUtil;
import com.yd.csf.service.utils.GSONUtil;
import com.yd.csf.service.vo.PolicyFollowDetailVO;
import com.yd.csf.service.vo.PolicyFollowVO;
import lombok.extern.slf4j.Slf4j;
import org.apache.commons.collections4.CollectionUtils;
......@@ -310,6 +311,39 @@ public class PolicyFollowServiceImpl extends ServiceImpl<PolicyFollowMapper, Pol
return Collections.singletonMap("policyBizId", policyBizId);
}
@Override
public PolicyFollowDetailVO getPolicyFollowDetailVO(String policyBizId) {
if (StringUtils.isBlank(policyBizId)) {
return null;
}
// 查询主表
PolicyFollow policyFollow = getByPolicyBizId(policyBizId);
if (policyFollow == null) {
return null;
}
// 转换为 DetailVO
PolicyFollowDetailVO detailVO = PolicyFollowDetailVO.objToVo(policyFollow);
// 查询介绍人列表
List<PolicyBroker> brokerList = policyBrokerService.list(
new QueryWrapper<PolicyBroker>()
.eq("policy_biz_id", policyBizId)
.eq("is_deleted", 0)
);
detailVO.setBrokerList(brokerList);
// 查询附加险列表
List<PolicyAdditional> additionalList = policyAdditionalService.list(
new QueryWrapper<PolicyAdditional>()
.eq("policy_biz_id", policyBizId)
.eq("is_deleted", 0)
);
detailVO.setAdditionalList(additionalList);
return detailVO;
}
@Override
public Boolean addToPolicy(List<String> policyNoList) {
......@@ -634,7 +668,7 @@ public class PolicyFollowServiceImpl extends ServiceImpl<PolicyFollowMapper, Pol
throw new BusinessException(ResultCode.NULL_ERROR.getCode(), "新单跟进记录不存在");
}
if (org.apache.commons.collections4.CollectionUtils.isEmpty(brokerBatchSaveRequest.getBrokerList())) {
if (CollectionUtils.isEmpty(brokerBatchSaveRequest.getBrokerList())) {
throw new BusinessException(ResultCode.PARAMS_ERROR.getCode(), "介绍人列表不能为空");
}
......
yd-csf-service/src/main/java/com/yd/csf/service/vo/PolicyFollowDetailVO.java
......@@ -2,6 +2,7 @@ package com.yd.csf.service.vo;
import com.baomidou.mybatisplus.annotation.TableField;
import com.yd.csf.service.enums.PolicyFollowStatusEnum;
import com.yd.csf.service.model.PolicyAdditional;
import com.yd.csf.service.model.PolicyBroker;
import com.yd.csf.service.model.PolicyFollow;
import io.swagger.v3.oas.annotations.media.Schema;
......@@ -13,270 +14,459 @@ import java.math.BigDecimal;
import java.util.*;
/**
* 新单跟进 DetailVO
* 新单跟进详情VO
*/
@Data
@Schema(description = "新单跟进详情")
public class PolicyFollowDetailVO implements Serializable {
/**
* id
*/
@Schema(description = "policy follow id")
private Long id;
/**
* 新单跟进唯一业务ID
*/
@Schema(description = "新单跟进唯一业务ID")
private String policyBizId;
/**
* 保单号
*/
@Schema(description = "保单号")
private String policyNo;
/**
* 预约信息主表唯一业务ID
*/
@Schema(description = "预约信息主表唯一业务ID")
private String appointmentBizId;
/**
* 预约编号
*/
@Schema(description = "预约编号")
private String appointmentNo;
/**
* 用户业务id
*/
private String userBizId;
/**
* 客户业务id
*/
@Schema(description = "客户业务ID")
private String customerBizId;
/**
* 客户名称
* 递交日期
*/
private String customerName;
@Schema(description = "递交日期")
private Date submitDate;
/**
* 递交日期
* 客户名称
*/
private Date submitDate;
@Schema(description = "客户名称")
private String customerName;
/**
* 签单日期
*/
@Schema(description = "签单日期")
private Date signDate;
/**
* 签单人
*/
@Schema(description = "签单人")
private String signer;
/**
* 签单人业务id
*/
@Schema(description = "签单人业务ID")
private String signerBizId;
/**
* 签单人执业编号
*/
@Schema(description = "签单人执业编号")
private String signerRegNo;
/**
* 签单地点
*/
@Schema(description = "签单地点")
private String signLocation;
/**
* 缮发日期
*/
@Schema(description = "缮发日期")
private Date issueDate;
/**
* 冷静期结束日期
*/
@Schema(description = "冷静期结束日期")
private Date coolingOffEndDate;
/**
* 冷静期天数
*/
@Schema(description = "冷静期天数")
private Integer coolingOffDays;
/**
* 核保日期
*/
@Schema(description = "核保日期")
private Date underwritingDate;
/**
* 生效日期
*/
@Schema(description = "生效日期")
private Date effectiveDate;
/**
* 续保日期
*/
@Schema(description = "续保日期")
private Date renewalDate;
/**
* 保单回执日期
*/
@Schema(description = "保单回执日期")
private Date receiptDate;
/**
* 回执状态
*/
@Schema(description = "回执状态")
private String receiptStatus;
/**
* 是否开通直接支付
*/
@Schema(description = "是否开通直接支付")
private Integer directPaymentEnabled;
/**
* 供款年期
*/
private Object paymentTerm;
@Schema(description = "供款年期")
private Integer issueNumber;
/**
* 期交保费
* 保障期限
*/
private BigDecimal paymentPremium;
@Schema(description = "保障期限")
private Integer guaranteePeriod;
/**
* 保额（重疾险）
*/
@Schema(description = "保额（重疾险）")
private BigDecimal sumInsured;
/**
* 付款频率（字典）
*/
@Schema(description = "付款频率")
private String paymentFrequency;
/**
* 每期保费
*/
@Schema(description = "每期保费")
private BigDecimal eachIssuePremium;
/**
* 是否预缴: 0-否, 1-是
*/
private Integer isPrepaid;
@Schema(description = "是否预缴: 0-否, 1-是")
private Integer isPrepay;
/**
* 是否追溯: 0-否, 1-是
*/
@Schema(description = "是否追溯: 0-否, 1-是")
private Integer isTraceable;
/**
* 回溯日期
*/
@Schema(description = "回溯日期")
private Date retroactiveDate;
/**
* 预缴年期
*/
@Schema(description = "预缴年期")
private Integer prepaidTerm;
/**
* 预付额
*/
@Schema(description = "预付额")
private String prepaidAmount;
/**
* 折扣后预付额
*/
@Schema(description = "折扣后预付额")
private String prepaidAmountAfterDiscount;
/**
* 保单截止日期
*/
@Schema(description = "保单截止日期")
private Date policyExpirationDate;
/**
* 缴费编号
*/
@Schema(description = "缴费编号")
private String paymentNumber;
/**
* 产品上架信息表唯一业务ID
*/
@Schema(description = "产品上架信息表唯一业务ID")
private String productLaunchBizId;
/**
* 产品名称
*/
@Schema(description = "产品名称")
private String productName;
/**
* 产品类别
*/
@Schema(description = "产品类别")
private String productCate;
/**
* 保险公司
*/
@Schema(description = "保险公司")
private String insuranceCompany;
/**
* 保险公司业务id
*/
@Schema(description = "保险公司业务ID")
private String insuranceCompanyBizId;
/**
* 对账公司
*/
@Schema(description = "对账公司")
private String reconciliationCompany;
/**
* 对账公司业务id
*/
@Schema(description = "对账公司业务ID")
private String reconciliationCompanyBizId;
/**
* 新单跟进状态
*/
@Schema(description = "新单跟进状态")
private String status;
/**
* 下一步跟进状态列表
*/
@Schema(description = "下一步跟进状态列表")
private Object nextStatusList;
/**
* 保單持有人
*/
@Schema(description = "保单持有人")
private String policyHolder;
/**
* 受保人
*/
@Schema(description = "受保人")
private String insured;
/**
* 币种
* 受保人年龄
*/
private String currency;
@Schema(description = "受保人年龄")
private Integer insuredAge;
/**
* 宽限期
*/
@Schema(description = "宽限期")
private Integer gracePeriod;
/**
* 是否参加递增保障权益: 0-否, 1-是（字典）
*/
@Schema(description = "是否参加递增保障权益: 0-否, 1-是")
private Integer isJoin;
/**
* 保单币种
*/
@Schema(description = "保单币种")
private String policyCurrency;
/**
* 首期付款方式（字典）
*/
@Schema(description = "首期付款方式")
private String initialPaymentMethod;
/**
* 首期保费（不含徽费，预缴保费）
*/
private Object initialPremium;
@Schema(description = "首期保费（不含徽费，预缴保费）")
private BigDecimal initialPremium;
/**
* 首期已缴保费
*/
private Object initialPremiumPaid;
@Schema(description = "首期已缴保费")
private BigDecimal initialPremiumPaid;
/**
* 首期待缴保费
*/
private Object initialPremiumDue;
@Schema(description = "首期待缴保费")
private BigDecimal initialPremiumDue;
/**
* 首期缴费总额
*/
private Object initialPremiumTotal;
@Schema(description = "首期缴费总额")
private BigDecimal initialPremiumTotal;
/**
* 首期缴费状态
*/
@Schema(description = "首期缴费状态")
private String initialPaymentStatus;
/**
* 首期保费优惠金额
*/
private Object initialPremiumDiscount;
@Schema(description = "首期保费优惠金额")
private BigDecimal initialPremiumDiscount;
/**
* 寄送方式 1-自提, 2-快递
* 寄送方式 字典值：1-自提 2-快递
*/
@Schema(description = "寄送方式 1-自提 2-快递")
private String mailingMethod;
/**
* 续期付款方式（字典）
*/
@Schema(description = "续期付款方式")
private String renewalPaymentMethod;
/**
* 红利付款方式（字典）
*/
@Schema(description = "红利付款方式")
private String dividendPaymentMethod;
/**
* 快递单号
*/
@Schema(description = "快递单号")
private String deliveryNo;
/**
* 保单征费
*/
@Schema(description = "保单征费")
private String policyLevy;
/**
* 最晚缴费日期
*/
@Schema(description = "最晚缴费日期")
private Date latestPaymentDate;
/**
* 经纪公司签收日期
*/
private String brokerSignDate;
@Schema(description = "经纪公司签收日期")
private Date brokerSignDate;
/**
* 保险公司寄出日期
*/
private String insurerMailingDate;
@Schema(description = "保险公司寄出日期")
private Date insurerMailingDate;
/**
* 客户签收日期
*/
private String customerSignDate;
@Schema(description = "客户签收日期")
private Date customerSignDate;
/**
* 附件列表
* 附件地址列表 逗号隔开
*/
@Schema(description = "附件地址列表")
private String attachments;
/**
* 转介人
* 转介人列表
*/
@Schema(description = "转介人")
@Schema(description = "转介人列表")
private List<PolicyBroker> brokerList;
/**
* 备注
* 附加险列表
*/
@Schema(description = "附加险列表")
private List<PolicyAdditional> additionalList;
/**
* 通用备注
*/
@Schema(description = "通用备注")
private String remark;
/**
* 删除标识: 0-正常, 1-删除
*/
@TableField()
@Schema(description = "删除标识: 0-正常, 1-删除")
private Integer isDeleted;
/**
* 创建人ID
*/
@Schema(description = "创建人ID")
private String creatorId;
/**
* 更新人ID
*/
@Schema(description = "更新人ID")
private String updaterId;
/**
* 创建时间
*/
@Schema(description = "创建时间")
private Date createTime;
/**
* 更新时间
*/
@Schema(description = "更新时间")
private Date updateTime;
@TableField(exist = false)
......@@ -285,17 +475,17 @@ public class PolicyFollowDetailVO implements Serializable {
/**
* 对象转封装类
*
* @param policyFollow
* @return
* @param policyFollow 新单跟进实体
* @return PolicyFollowDetailVO
*/
public static PolicyFollowDetailVO objToVo(PolicyFollow policyFollow) {
if (policyFollow == null) {
return null;
}
PolicyFollowDetailVO PolicyFollowDetailVO = new PolicyFollowDetailVO();
PolicyFollowDetailVO.setPolicyBizId(policyFollow.getPolicyBizId());
PolicyFollowDetailVO detailVO = new PolicyFollowDetailVO();
detailVO.setPolicyBizId(policyFollow.getPolicyBizId());
// 转换PolicyFollow
BeanUtils.copyProperties(policyFollow, PolicyFollowDetailVO);
BeanUtils.copyProperties(policyFollow, detailVO);
// 处理 nextStatusList 字段
Object nextStatusList = policyFollow.getNextStatusList();
if (nextStatusList != null && !nextStatusList.toString().isEmpty()) {
......@@ -303,13 +493,16 @@ public class PolicyFollowDetailVO implements Serializable {
List<Map<String, String>> statusMapList = new ArrayList<>();
for (String status : statusArr) {
Map<String, String> map = new HashMap<>();
map.put("itemLabel", PolicyFollowStatusEnum.getEnumByValue(status).getItemLabel());
map.put("itemValue", status);
PolicyFollowStatusEnum statusEnum = PolicyFollowStatusEnum.getEnumByValue(status);
if (statusEnum != null) {
map.put("itemLabel", statusEnum.getItemLabel());
map.put("itemValue", status);
}
statusMapList.add(map);
}
PolicyFollowDetailVO.setNextStatusList(statusMapList);
detailVO.setNextStatusList(statusMapList);
}
return PolicyFollowDetailVO;
return detailVO;
}
}
\ No newline at end of file
}
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