新单跟进v2

d6bd43b9 · jianan · 4181eecb · d6bd43b9 · d6bd43b9 · d6bd43b9
Commit d6bd43b9 authored Jan 13, 2026 by jianan
6 changed files
--- a/yd-csf-api/src/main/java/com/yd/csf/api/controller/ApiPolicyFollowController.java
+++ b/yd-csf-api/src/main/java/com/yd/csf/api/controller/ApiPolicyFollowController.java
@@ -561,7 +561,7 @@ public class ApiPolicyFollowController {
     */
    @PostMapping("/list/page/vo")
    @Operation(summary = "分页获取新单跟进列表")
-    public Result<Page<PolicyFollowDetailVO>> listPolicyFollowByPage(@RequestBody PolicyFollowQueryRequest policyFollowQueryRequest,
+    public Result<Page<PolicyFollowVO>> listPolicyFollowByPage(@RequestBody PolicyFollowQueryRequest policyFollowQueryRequest,
                                                                     HttpServletRequest request) {
        long current = policyFollowQueryRequest.getPageNo();
        long size = policyFollowQueryRequest.getPageSize();
@@ -569,7 +569,7 @@ public class ApiPolicyFollowController {
        // 查询数据库
        Page<PolicyFollow> policyFollowPage = policyFollowService.page(new Page<>(current, size),
                policyFollowService.getQueryWrapper(policyFollowQueryRequest));
-        return Result.success(policyFollowService.getPolicyFollowDetailVOList(policyFollowPage));
+        return Result.success(policyFollowService.getPolicyFollowVOPage(policyFollowPage));
    }
    /**

--- a/yd-csf-api/src/main/java/com/yd/csf/api/service/impl/ApiAppointmentServiceImpl.java
+++ b/yd-csf-api/src/main/java/com/yd/csf/api/service/impl/ApiAppointmentServiceImpl.java
@@ -622,9 +622,9 @@ public class ApiAppointmentServiceImpl implements ApiAppointmentService {
            //客户名称
            follow.setCustomerName(customer.getNamePyEn());
        }
-        //待跟进
+        //待签单
-        follow.setStatus(PolicyFollowStatusEnum.FOLLOW_UP.getItemValue());
+        follow.setStatus(PolicyFollowStatusEnum.PENDING_SIGN.getItemValue());
-        follow.setNextStatusList(policyFollowService.getNextStatus(PolicyFollowStatusEnum.FOLLOW_UP));
+        follow.setNextStatusList(policyFollowService.getNextStatus(PolicyFollowStatusEnum.PENDING_SIGN));
        //TODO 保险公司业务id
 //        follow.setInsurerBizId();
        //TODO 期交保费

--- a/yd-csf-service/src/main/java/com/yd/csf/service/dto/PolicyFollowQueryRequest.java
+++ b/yd-csf-service/src/main/java/com/yd/csf/service/dto/PolicyFollowQueryRequest.java
@@ -7,7 +7,7 @@ import lombok.Data;
 import lombok.EqualsAndHashCode;
 import java.io.Serializable;
-import java.time.LocalDate;
+import java.util.Date;
 import java.util.List;
 /**
@@ -24,9 +24,9 @@ public class PolicyFollowQueryRequest extends PageDto implements Serializable {
    private String policyNo;
    /**
-     * 新单状态
+     * 新单跟进状态
     */
-    @Schema(description = "新单状态 'CHECKING'-'审核中','UNDERWRITING'-'承保中','FINISHED'-'已完成','DECLINED'-'已拒绝','CANCELLED'-'已取消', 字典值: csf_policy_follow_status")
+    @Schema(description = "新单状态, 字典值: csf_policy_follow_status")
    private String status;
    /**
@@ -40,33 +40,33 @@ public class PolicyFollowQueryRequest extends PageDto implements Serializable {
     */
    @Schema(description = "签单日期开始 格式: yyyy-MM-dd", example = "2023-01-01", format = "yyyy-MM-dd")
    @JsonFormat(pattern = "yyyy-MM-dd", timezone = "GMT+8")
-    private LocalDate signDateStart;
+    private Date signDateStart;
    /**
     * 签单日结束
     */
    @Schema(description = "签单日期结束 格式: yyyy-MM-dd", example = "2023-01-01", format = "yyyy-MM-dd")
    @JsonFormat(pattern = "yyyy-MM-dd", timezone = "GMT+8")
-    private LocalDate signDateEnd;
+    private Date signDateEnd;
    /**
     * 最晚缴费日期
     */
    @Schema(description = "最晚缴费日期 格式: yyyy-MM-dd", example = "2023-01-01", format = "yyyy-MM-dd")
    @JsonFormat(pattern = "yyyy-MM-dd", timezone = "GMT+8")
-    private LocalDate latestPaymentDate;
+    private Date latestPaymentDate;
    /**
     * 投保人业务id列表
     */
-    @Schema(description = "投保人业务id列表")
+//    @Schema(description = "投保人业务id列表")
-    private List<String> policyholderBizIdList;
+//    private List<String> policyholderBizIdList;
    /**
     * 受保人业务id列表
     */
-    @Schema(description = "受保人业务id列表")
+//    @Schema(description = "受保人业务id列表")
-    private List<String> policyInsurantBizIdList;
+//    private List<String> policyInsurantBizIdList;
    /**
     * 保险公司业务id列表
@@ -84,7 +84,7 @@ public class PolicyFollowQueryRequest extends PageDto implements Serializable {
     * 缴费年期
     */
    @Schema(description = "缴费年期")
-    private String paymentTerm;
+    private String issueNumber;
    private static final long serialVersionUID = 1L;
 }
\ No newline at end of file
--- a/yd-csf-service/src/main/java/com/yd/csf/service/enums/PolicyFollowStatusEnum.java
+++ b/yd-csf-service/src/main/java/com/yd/csf/service/enums/PolicyFollowStatusEnum.java
@@ -3,16 +3,22 @@ package com.yd.csf.service.enums;
 import org.apache.commons.lang3.ObjectUtils;
 /**
- * 新单跟进状态枚举 'CHECKING'-'审核中','UNDERWRITING'-'承保中','FINISHED'-'已完成','DECLINED'-'已拒绝','CANCELLED'-'已取消'
+ * 新单跟进状态枚举
 */
 public enum PolicyFollowStatusEnum {
-    FOLLOW_UP("待跟进", "FOLLOW_UP"),
+    PENDING_SIGN("待签单", "PENDING_SIGN"),
-    CHECKING("文件检查中", "CHECKING"),
+    SIGNED("已签单", "SIGNED"),
-    UNDERWRITING("承保中", "UNDERWRITING"),
+    WAITING_PAYMENT("等待汇款", "WAITING_PAYMENT"),
-    FINISHED("已完成", "FINISHED"),
+    PREMIUM_RECONCILING("首期保费对账中", "PREMIUM_RECONCILING"),
-    DECLINED("已拒绝", "DECLINED"),
+    PREMIUM_RECONCILED_UNDERWRITING("保费对账成功,核保中", "PREMIUM_RECONCILED_UNDERWRITING"),
-    CANCELLED("已取消", "CANCELLED"),
+    EFFECTIVE("生效", "EFFECTIVE"),
+    CANCELLED("取消投保", "CANCELLED"),
+    DECLINED("拒保", "DECLINED"),
+    DELAYED_UNDERWRITING("延缓承保", "DELAYED_UNDERWRITING"),
+    LAPSED("失效", "LAPSED"),
+    CLOSED("关闭", "CLOSED"),
    ;
    //字典项标签（名称）
    private String itemLabel;
    //字典项值
@@ -68,4 +74,18 @@ public enum PolicyFollowStatusEnum {
        return null;
    }
+    /**
+     * 状态映射为中文
+     *
+     * @param status
+     * @return
+     */
+    public static String mapStatusToLabel(String status) {
+        PolicyFollowStatusEnum policyFollowStatusEnum = getEnumByValue(status);
+        if (policyFollowStatusEnum == null) {
+            return "";
+        }
+        return policyFollowStatusEnum.getItemLabel();
+    }
 }
--- 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
--- a/yd-csf-service/src/main/java/com/yd/csf/service/vo/PolicyFollowVO.java
+++ b/yd-csf-service/src/main/java/com/yd/csf/service/vo/PolicyFollowVO.java
 package com.yd.csf.service.vo;
-import com.google.common.reflect.TypeToken;
+import com.fasterxml.jackson.annotation.JsonFormat;
 import com.yd.csf.service.dto.PolicyFollowUpdateDto;
-import com.yd.csf.service.dto.PolicyMailing;
-import com.yd.csf.service.dto.VerifyPolicyInfo;
 import com.yd.csf.service.enums.PolicyFollowStatusEnum;
-import com.yd.csf.service.model.PolicyBroker;
 import com.yd.csf.service.model.PolicyFollow;
 import io.swagger.v3.oas.annotations.media.Schema;
 import lombok.Data;
@@ -13,8 +10,6 @@ import org.springframework.beans.BeanUtils;
 import java.io.Serializable;
 import java.util.*;
-import com.yd.csf.service.utils.GSONUtil;
-import com.yd.csf.service.dto.PolicySigner;
 /**
 * 新单跟进视图
@@ -24,6 +19,9 @@ public class PolicyFollowVO implements Serializable {
    private static final long serialVersionUID = 1L;
+    @Schema(description = "policy follow id")
+    private Long id;
    /**
     * 新单跟进唯一业务ID
     */
@@ -31,40 +29,84 @@ public class PolicyFollowVO implements Serializable {
    private String policyBizId;
    /**
-     * 下一步跟进状态列表
+     * 保单号
     */
-    @Schema(description = "下一步跟进状态列表, 下拉框")
+    @Schema(description = "保单号")
-    private Object nextStatusList;
+    private String policyNo;
    /**
-     * 新单跟进Dto
+     * 新单跟进状态
     */
-    @Schema(description = "新单跟进Dto")
+    @Schema(description = "新单跟进状态")
-    private PolicyFollowUpdateDto policyFollowUpdateDto;
+    private String status;
    /**
-     * 转介人
+     * 预约信息主表唯一业务ID
     */
-    @Schema(description = "转介人")
+    @Schema(description = "预约信息主表唯一业务ID")
-    private List<PolicyBroker> brokerList;
+    private String appointmentBizId;
    /**
-     * 核保信息
+     * 预约编号
     */
-    @Schema(description = "核保信息")
+    @Schema(description = "预约编号")
-    private VerifyPolicyInfo verifyPolicyInfo;
+    private String appointmentNo;
    /**
-     * 保单邮寄
+     * 客户业务id
     */
-    @Schema(description = "保单邮寄")
+    @Schema(description = "客户业务id")
-    private PolicyMailing policyMailing;
+    private String customerBizId;
    /**
-     * 保单信息
+     * 签单日
     */
-//    private Policy policy;
+    @Schema(description = "签单日", format = "yyyy-MM-dd")
+    @JsonFormat(pattern = "yyyy-MM-dd", timezone = "GMT+8")
+    private Date signDate;
+    /**
+     * 最晚缴费日
+     */
+    @Schema(description = "最晚缴费日", format = "yyyy-MM-dd")
+    @JsonFormat(pattern = "yyyy-MM-dd", timezone = "GMT+8")
+    private Date latestPaymentDate;
+    /**
+     * 保單持有人
+     */
+    @Schema(description = "投保人")
+    private String policyHolder;
+    /**
+     * 受保人
+     */
+    @Schema(description = "受保人")
+    private String insured;
+    /**
+     * 产品计划唯一业务ID
+     */
+    @Schema(description = "产品计划唯一业务ID")
+    private String productLaunchBizId;
+    /**
+     * 产品计划
+     */
+    @Schema(description = "产品计划")
+    private String productName;
+    /**
+     * 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;
    /**
     * 对象转封装类
@@ -77,35 +119,9 @@ public class PolicyFollowVO implements Serializable {
            return null;
        }
        PolicyFollowVO policyFollowVO = new PolicyFollowVO();
-        policyFollowVO.setPolicyBizId(policyFollow.getPolicyBizId());
+        BeanUtils.copyProperties(policyFollow, policyFollowVO);
+        // 状态映射为中文
-        // 转换PolicyFollowUpdateDto
+        policyFollowVO.setStatus(PolicyFollowStatusEnum.mapStatusToLabel(policyFollow.getStatus()));
-        PolicyFollowUpdateDto policyFollowUpdateDto = new PolicyFollowUpdateDto();
-        BeanUtils.copyProperties(policyFollow, policyFollowUpdateDto);
-        policyFollowVO.setPolicyFollowUpdateDto(policyFollowUpdateDto);
-        // 处理 nextStatusList 字段
-        Object nextStatusList = policyFollow.getNextStatusList();
-        if (nextStatusList != null && !nextStatusList.toString().isEmpty()) {
-            String[] statusArr = nextStatusList.toString().split(",");
-            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);
-                statusMapList.add(map);
-            }
-            policyFollowVO.setNextStatusList(statusMapList);
-        }
-        VerifyPolicyInfo verifyPolicyInfo = new VerifyPolicyInfo();
-        BeanUtils.copyProperties(policyFollow, verifyPolicyInfo);
-        policyFollowVO.setVerifyPolicyInfo(verifyPolicyInfo);
-        PolicyMailing policyMailing = new PolicyMailing();
-        BeanUtils.copyProperties(policyFollow, policyMailing);
-        policyFollowVO.setPolicyMailing(policyMailing);
        return policyFollowVO;
    }