新单跟进v2

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

@@ -524,18 +524,6 @@ public class ApiPolicyFollowController {
         return Result.success(policyFollowService.getPolicyFollowVO(policyFollow));
     }
 
-    @GetMapping("/detail/{policyBizId}")
-    @Operation(summary = "根据 policyBizId 获取新单跟进聚合详情")
-    public Result<PolicyFollowAggregateDto> getPolicyFollowAggregate(@PathVariable String policyBizId) {
-        try {
-            PolicyFollowAggregateDto result = policyFollowService.getPolicyFollowAggregate(policyBizId);
-            return Result.success(result);
-        } catch (Exception e) {
-            log.error("获取新单跟进聚合详情失败, policyBizId: {}", policyBizId, e);
-            return Result.fail("查询失败: " + e.getMessage());
-        }
-    }
-
     /**
      * 分页获取新单跟进列表（仅管理员可用）
      *
@@ -679,4 +667,28 @@ public class ApiPolicyFollowController {
         }
     }
 
+    @PostMapping("/save_initial_payment")
+    @Operation(summary = "保存首期缴费信息")
+    public Result<Boolean> saveInitialPayment(@RequestBody InitialPaymentSaveRequest initialPaymentSaveRequest) {
+        log.info("保存首期缴费信息, policyBizId: {}", initialPaymentSaveRequest.getPolicyBizId());
+        Boolean result = policyFollowService.saveInitialPayment(initialPaymentSaveRequest);
+        return Result.success(result);
+    }
+
+    @PostMapping("/save_mailing_info")
+    @Operation(summary = "保存邮寄信息")
+    public Result<Boolean> saveMailingInfo(@RequestBody MailingInfoSaveRequest mailingInfoSaveRequest) {
+        log.info("保存邮寄信息, policyBizId: {}", mailingInfoSaveRequest.getPolicyBizId());
+        Boolean result = policyFollowService.saveMailingInfo(mailingInfoSaveRequest);
+        return Result.success(result);
+    }
+
+    @PostMapping("/batch_save_brokers")
+    @Operation(summary = "批量保存介绍人信息")
+    public Result<Boolean> batchSaveBrokers(@RequestBody BrokerBatchSaveRequest brokerBatchSaveRequest) {
+        log.info("批量保存介绍人信息, policyBizId: {}", brokerBatchSaveRequest.getPolicyBizId());
+        Boolean result = policyFollowService.batchSaveBrokers(brokerBatchSaveRequest);
+        return Result.success(result);
+    }
+
 }
\ No newline at end of file

yd-csf-service/src/main/java/com/yd/csf/service/dto/BrokerBatchSaveRequest.java

+package com.yd.csf.service.dto;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.io.Serializable;
+import java.util.List;
+
+/**
+ * 介绍人批量保存请求
+ */
+@Data
+public class BrokerBatchSaveRequest implements Serializable {
+
+    private static final long serialVersionUID = 1L;
+
+    @Schema(description = "新单跟进唯一业务ID", requiredMode = Schema.RequiredMode.REQUIRED)
+    private String policyBizId;
+
+    @Schema(description = "介绍人列表")
+    private List<BrokerInfo> brokerList;
+
+    @Data
+    public static class BrokerInfo implements Serializable {
+        private static final long serialVersionUID = 1L;
+
+        @Schema(description = "介绍人姓名")
+        private String brokerName;
+
+        @Schema(description = "介绍人业务id")
+        private String brokerBizId;
+
+        @Schema(description = "性别")
+        private String gender;
+
+        @Schema(description = "内部编号")
+        private String internalCode;
+
+        @Schema(description = "所属团队")
+        private String team;
+
+        @Schema(description = "团队业务id")
+        private String teamBizId;
+
+        @Schema(description = "分配比例")
+        private String brokerRatio;
+
+        @Schema(description = "备注")
+        private String remark;
+    }
+}

yd-csf-service/src/main/java/com/yd/csf/service/dto/InitialPaymentSaveRequest.java

+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;
+
+/**
+ * 首期缴费保存请求
+ */
+@Data
+public class InitialPaymentSaveRequest implements Serializable {
+
+    private static final long serialVersionUID = 1L;
+
+    @Schema(description = "新单跟进唯一业务ID", requiredMode = Schema.RequiredMode.REQUIRED)
+    private String policyBizId;
+
+    @Schema(description = "首期保费（不含徽费，预缴保费）")
+    private BigDecimal initialPremium;
+
+    @Schema(description = "保单征费")
+    private String policyLevy;
+
+    @Schema(description = "首期付款方式（字典）")
+    private String initialPaymentMethod;
+
+    @Schema(description = "首期已缴保费")
+    private BigDecimal initialPremiumPaid;
+
+    @Schema(description = "首期待缴保费")
+    private BigDecimal initialPremiumDue;
+
+    @Schema(description = "首期缴费总额")
+    private BigDecimal initialPremiumTotal;
+
+    @Schema(description = "缴费状态")
+    private String initialPaymentStatus;
+
+    @Schema(description = "最晚缴费日期", format = "yyyy-MM-dd")
+    @JsonFormat(pattern = "yyyy-MM-dd", timezone = "GMT+8")
+    private Date latestPaymentDate;
+
+    @Schema(description = "首期保费优惠金额")
+    private BigDecimal initialPremiumDiscount;
+}

yd-csf-service/src/main/java/com/yd/csf/service/dto/MailingInfoSaveRequest.java

+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.util.Date;
+
+/**
+ * 邮寄信息保存请求
+ */
+@Data
+public class MailingInfoSaveRequest implements Serializable {
+
+    private static final long serialVersionUID = 1L;
+
+    @Schema(description = "新单跟进唯一业务ID", requiredMode = Schema.RequiredMode.REQUIRED)
+    private String policyBizId;
+
+    @Schema(description = "寄送方式（字典值：1-自提 2-快递）")
+    private String mailingMethod;
+
+    @Schema(description = "快递单号")
+    private String deliveryNo;
+
+    @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 = "客户签收日期", format = "yyyy-MM-dd")
+    @JsonFormat(pattern = "yyyy-MM-dd", timezone = "GMT+8")
+    private Date customerSignDate;
+}

yd-csf-service/src/main/java/com/yd/csf/service/dto/PolicyBrokerDto.java

@@ -20,6 +20,18 @@ public class PolicyBrokerDto implements Serializable {
     private String brokerBizId;
 
     /**
+     * 性别
+     */
+    @Schema(description = "性别")
+    private String gender;
+
+    /**
+     * 内部编号
+     */
+    @Schema(description = "内部编号")
+    private String internalCode;
+
+    /**
      * 所属团队
      */
     @Schema(description = "所属团队")

yd-csf-service/src/main/java/com/yd/csf/service/dto/PolicyFollowDto.java

@@ -179,6 +179,22 @@ public class PolicyFollowDto implements Serializable {
     @Schema(description = "首期保费（不含徽费，预缴保费）")
     private BigDecimal initialPremium;
 
+    @Schema(description = "首期已缴保费")
+    private BigDecimal initialPremiumPaid;
+
+    @Schema(description = "首期待缴保费")
+    private BigDecimal initialPremiumDue;
+
+    @Schema(description = "首期缴费总额")
+    private BigDecimal initialPremiumTotal;
+
+    @Schema(description = "最晚缴费日期", format = "yyyy-MM-dd")
+    @JsonFormat(pattern = "yyyy-MM-dd", timezone = "GMT+8")
+    private Date latestPaymentDate;
+
+    @Schema(description = "首期保费优惠金额")
+    private BigDecimal initialPremiumDiscount;
+
     @Schema(description = "寄送方式（字典）: 1-自提 2-快递")
     private String mailingMethod;
 
@@ -194,16 +210,6 @@ public class PolicyFollowDto implements Serializable {
     @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;

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

@@ -6,17 +6,17 @@ import org.apache.commons.lang3.ObjectUtils;
  * 新单跟进状态枚举
  */
 public enum PolicyFollowStatusEnum {
-    PENDING_SIGN("待签单", "PENDING_SIGN"),
-    SIGNED("已签单", "SIGNED"),
-    WAITING_PAYMENT("等待汇款", "WAITING_PAYMENT"),
-    PREMIUM_RECONCILING("首期保费对账中", "PREMIUM_RECONCILING"),
-    PREMIUM_RECONCILED_UNDERWRITING("保费对账成功,核保中", "PREMIUM_RECONCILED_UNDERWRITING"),
-    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"),
+    PENDING_SIGN("待签单", "PENDING_SIGNATURE"),
+    SIGNED("已签单", "SIGNED_ORDER"),
+    WAITING_PAYMENT("等待汇款", "WAITING_REMITTANCE"),
+    PREMIUM_RECONCILING("首期保费对账中", "IN_RECONCILIATION"),
+    PREMIUM_RECONCILED_UNDERWRITING("保费对账成功,核保中", "UNDERWRITING_PROGRESS"),
+    EFFECTIVE("生效", "TAKE_EFFECT"),
+    CANCELLED("取消投保", "CANCEL_COVERAGE"),
+    DECLINED("拒保", "REJECTION_INSURANCE"),
+    DELAYED_UNDERWRITING("延缓承保", "DELAY_UNDERWRITING"),
+    LAPSED("失效", "FAILURE"),
+    CLOSED("关闭", "CLOSE"),
     ;
 
     //字典项标签（名称）

yd-csf-service/src/main/java/com/yd/csf/service/model/PolicyBroker.java

@@ -42,6 +42,16 @@ public class PolicyBroker implements Serializable {
     private String brokerBizId;
 
     /**
+     * 性别
+     */
+    private String gender;
+
+    /**
+     * 内部编号
+     */
+    private String internalCode;
+
+    /**
      * 所属团队
      */
     private String team;

yd-csf-service/src/main/java/com/yd/csf/service/model/PolicyFollow.java

@@ -4,16 +4,19 @@ import com.baomidou.mybatisplus.annotation.IdType;
 import com.baomidou.mybatisplus.annotation.TableField;
 import com.baomidou.mybatisplus.annotation.TableId;
 import com.baomidou.mybatisplus.annotation.TableName;
+
 import java.io.Serializable;
 import java.math.BigDecimal;
 import java.util.Date;
+
 import lombok.Data;
 
 /**
  * 新单跟进表
+ *
  * @TableName policy_follow
  */
-@TableName(value ="policy_follow")
+@TableName(value = "policy_follow")
 @Data
 public class PolicyFollow implements Serializable {
     /**
@@ -278,6 +281,31 @@ public class PolicyFollow implements Serializable {
     private BigDecimal initialPremium;
 
     /**
+     * 首期已缴保费
+     */
+    private BigDecimal initialPremiumPaid;
+
+    /**
+     * 首期待缴保费
+     */
+    private BigDecimal initialPremiumDue;
+
+    /**
+     * 首期缴费总额
+     */
+    private BigDecimal initialPremiumTotal;
+
+    /**
+     * 首期缴费状态
+     */
+    private String initialPaymentStatus;
+
+    /**
+     * 首期保费优惠金额
+     */
+    private BigDecimal initialPremiumDiscount;
+
+    /**
      * 寄送方式 字典值：1-自提 2-快递
      */
     private String mailingMethod;
@@ -303,17 +331,7 @@ public class PolicyFollow implements Serializable {
     private String policyLevy;
 
     /**
-     *
-     */
-    private String initialPremiumPaid;
-
-    /**
-     *
-     */
-    private String initialPremiumDue;
-
-    /**
-     *
+     * 最晚缴费日期
      */
     private Date latestPaymentDate;
 

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

@@ -6,7 +6,6 @@ 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;
@@ -49,13 +48,24 @@ public interface PolicyFollowService extends IService<PolicyFollow> {
 
     String getNextStatus(PolicyFollowStatusEnum policyFollowStatusEnum);
 
-    PolicyFollowAggregateDto getPolicyFollowAggregate(String policyBizId);
-
-    Page<PolicyFollowDetailVO> getPolicyFollowDetailVOList(Page<PolicyFollow> policyFollowPage);
-
     String getCurrencyValue(String currency);
 
     PolicyReportData queryPolicyReportData(String policyBizId);
 
     PolicyFollow queryOneByPolicyNo(String policyNo);
+
+    /**
+     * 保存首期缴费信息
+     */
+    Boolean saveInitialPayment(InitialPaymentSaveRequest initialPaymentSaveRequest);
+
+    /**
+     * 保存邮寄信息
+     */
+    Boolean saveMailingInfo(MailingInfoSaveRequest mailingInfoSaveRequest);
+
+    /**
+     * 批量保存介绍人信息
+     */
+    Boolean batchSaveBrokers(BrokerBatchSaveRequest brokerBatchSaveRequest);
 }

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

@@ -193,6 +193,26 @@ public class PolicyFollowDetailVO implements Serializable {
     private Object initialPremium;
 
     /**
+     * 首期已缴保费
+     */
+    private Object initialPremiumPaid;
+
+    /**
+     * 首期待缴保费
+     */
+    private Object initialPremiumDue;
+
+    /**
+     * 首期缴费总额
+     */
+    private Object initialPremiumTotal;
+
+    /**
+     * 首期保费优惠金额
+     */
+    private Object initialPremiumDiscount;
+
+    /**
      * 寄送方式 1-自提, 2-快递
      */
     private String mailingMethod;

yd-csf-service/src/main/resources/mappers/PolicyBrokerMapper.xml

@@ -10,6 +10,8 @@
             <result property="policyNo" column="policy_no" />
             <result property="brokerName" column="broker_name" />
             <result property="brokerBizId" column="broker_biz_id" />
+            <result property="gender" column="gender" />
+            <result property="internalCode" column="internal_code" />
             <result property="team" column="team" />
             <result property="teamBizId" column="team_biz_id" />
             <result property="brokerRatio" column="broker_ratio" />
@@ -22,8 +24,8 @@
     </resultMap>
 
     <sql id="Base_Column_List">
-        id,policy_biz_id,policy_no,broker_name,broker_biz_id,team,broker_ratio,
-        team_biz_id,remark,is_deleted,creator_id,updater_id,
+        id,policy_biz_id,policy_no,broker_name,broker_biz_id,gender,internal_code,
+        team,broker_ratio,team_biz_id,remark,is_deleted,creator_id,updater_id,
         create_time,update_time
     </sql>
 </mapper>

yd-csf-service/src/main/resources/mappers/PolicyFollowMapper.xml

@@ -57,6 +57,9 @@
         <result property="policyCurrency" column="policy_currency" />
         <result property="initialPaymentMethod" column="initial_payment_method" />
         <result property="initialPremium" column="initial_premium" />
+        <result property="initialPremiumTotal" column="initial_premium_total" />
+        <result property="initialPaymentStatus" column="initial_payment_status" />
+        <result property="initialPremiumDiscount" column="initial_premium_discount" />
         <result property="mailingMethod" column="mailing_method" />
         <result property="renewalPaymentMethod" column="renewal_payment_method" />
         <result property="dividendPaymentMethod" column="dividend_payment_method" />
@@ -88,7 +91,8 @@
         product_name,product_cate,insurance_company,insurance_company_biz_id,reconciliation_company,
         reconciliation_company_biz_id,status,next_status_list,policy_holder,insured,
         insured_age,grace_period,is_join,policy_currency,initial_payment_method,
-        initial_premium,mailing_method,renewal_payment_method,dividend_payment_method,delivery_no,
+        initial_premium,initial_premium_total,initial_payment_status,initial_premium_discount,
+        mailing_method,renewal_payment_method,dividend_payment_method,delivery_no,
         policy_levy,initial_premium_paid,initial_premium_due,latest_payment_date,broker_sign_date,
         insurer_mailing_date,customer_sign_date,attachments,remark,is_deleted,
         creator_id,updater_id,create_time,update_time