新单跟进1

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

@@ -5,6 +5,7 @@ import com.alibaba.excel.ExcelReader;
 import com.alibaba.excel.context.AnalysisContext;
 import com.alibaba.excel.context.AnalysisContext;
 import com.alibaba.excel.event.AnalysisEventListener;
 import com.alibaba.excel.event.AnalysisEventListener;
 import com.alibaba.excel.read.metadata.ReadSheet;
 import com.alibaba.excel.read.metadata.ReadSheet;
+import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
 import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
 import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
 import com.yd.auth.core.dto.AuthUserDto;
 import com.yd.auth.core.dto.AuthUserDto;
 import com.yd.auth.core.utils.SecurityUtil;
 import com.yd.auth.core.utils.SecurityUtil;
@@ -20,6 +21,7 @@ import com.yd.csf.service.dto.*;
 import com.yd.csf.service.enums.PolicyFollowStatusEnum;
 import com.yd.csf.service.enums.PolicyFollowStatusEnum;
 import com.yd.csf.service.model.*;
 import com.yd.csf.service.model.*;
 import com.yd.csf.service.service.*;
 import com.yd.csf.service.service.*;
+import com.yd.csf.service.vo.PolicyFollowRecordVO;
 import com.yd.csf.service.vo.PolicyFollowVO;
 import com.yd.csf.service.vo.PolicyFollowVO;
 import io.swagger.v3.oas.annotations.Operation;
 import io.swagger.v3.oas.annotations.Operation;
 import io.swagger.v3.oas.annotations.tags.Tag;
 import io.swagger.v3.oas.annotations.tags.Tag;
@@ -68,6 +70,8 @@ public class ApiPolicyFollowController {
     private CustomerService customerService;
     private CustomerService customerService;
     @Resource
     @Resource
     private ReconciliationCompanyService reconciliationCompanyService;
     private ReconciliationCompanyService reconciliationCompanyService;
+    @Resource
+    private PolicyFollowRecordService policyFollowRecordService;
 
 
 
 
     @PostMapping("/upload/excel")
     @PostMapping("/upload/excel")
@@ -372,6 +376,24 @@ public class ApiPolicyFollowController {
     }
     }
 
 
     /**
     /**
+     * 新单跟进上传附件
+     *
+     * @param attachmentUploadRequest
+     * @return
+     */
+    @PostMapping("/attachment/upload")
+    @Operation(summary = "新单跟进上传附件")
+    public Result<Boolean> attachmentUpload(@RequestBody AttachmentUploadRequest attachmentUploadRequest) {
+        if (StringUtils.isBlank(attachmentUploadRequest.getPolicyBizId())) {
+            return Result.fail(ErrorCode.PARAMS_ERROR.getCode(), "policyBizId不能为空");
+        }
+        if (CollectionUtils.isEmpty(attachmentUploadRequest.getAttachmentList())) {
+            return Result.fail(ErrorCode.PARAMS_ERROR.getCode(), "附件地址列表不能为空");
+        }
+        return Result.success(policyFollowService.uploadAttachment(attachmentUploadRequest));
+    }
+
+    /**
      * 根据 policyBizId 获取新单跟进（封装类）
      * 根据 policyBizId 获取新单跟进（封装类）
      *
      *
      * @param policyBizId
      * @param policyBizId
@@ -380,8 +402,8 @@ public class ApiPolicyFollowController {
     @GetMapping("/get/vo")
     @GetMapping("/get/vo")
     @Operation(summary = "根据 policyBizId 获取新单跟进详情")
     @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<PolicyFollowVO> getPolicyFollowByPolicyBizId(@RequestParam("policyBizId") String policyBizId, HttpServletRequest request) {
-        if (policyBizId == null) {
-            return Result.fail(ErrorCode.PARAMS_ERROR.getCode(), ErrorCode.PARAMS_ERROR.getMessage());
+        if (StringUtils.isBlank(policyBizId)) {
+            return Result.fail(ErrorCode.PARAMS_ERROR.getCode(), "policyBizId不能为空");
         }
         }
         // 查询数据库
         // 查询数据库
         PolicyFollow policyFollow = policyFollowService.getByPolicyBizId(policyBizId);
         PolicyFollow policyFollow = policyFollowService.getByPolicyBizId(policyBizId);
@@ -419,7 +441,7 @@ public class ApiPolicyFollowController {
     @PostMapping("/list/page/vo")
     @PostMapping("/list/page/vo")
     @Operation(summary = "分页获取新单跟进列表")
     @Operation(summary = "分页获取新单跟进列表")
     public Result<Page<PolicyFollowVO>> listPolicyFollowByPage(@RequestBody PolicyFollowQueryRequest policyFollowQueryRequest,
     public Result<Page<PolicyFollowVO>> listPolicyFollowByPage(@RequestBody PolicyFollowQueryRequest policyFollowQueryRequest,
-                                                         HttpServletRequest request) {
+                                                               HttpServletRequest request) {
         long current = policyFollowQueryRequest.getPageNo();
         long current = policyFollowQueryRequest.getPageNo();
         long size = policyFollowQueryRequest.getPageSize();
         long size = policyFollowQueryRequest.getPageSize();
 
 
@@ -430,4 +452,39 @@ public class ApiPolicyFollowController {
         return Result.success(policyFollowService.getPolicyFollowVOPage(policyFollowPage));
         return Result.success(policyFollowService.getPolicyFollowVOPage(policyFollowPage));
     }
     }
 
 
-}
+    /**
+     * 修改跟进状态
+     *
+     * @param changePolicyFollowStatusRequest
+     * @param request
+     * @return
+     */
+    @PostMapping("/change_status")
+    @Operation(summary = "修改跟进状态")
+    public Result<Boolean> changePolicyFollowStatus(@RequestBody ChangePolicyFollowStatusRequest changePolicyFollowStatusRequest,
+                                                    HttpServletRequest request) {
+        if (changePolicyFollowStatusRequest == null || StringUtils.isBlank(changePolicyFollowStatusRequest.getPolicyBizId())) {
+            return Result.fail(ErrorCode.PARAMS_ERROR.getCode(), "policyBizId不能为空");
+        }
+        return Result.success(policyFollowService.changePolicyFollowStatus(changePolicyFollowStatusRequest));
+    }
+
+    /**
+     * 新单跟进状态列表查询
+     *
+     * @param policyBizId
+     * @return
+     */
+    @GetMapping("/status/list")
+    @Operation(summary = "新单跟进状态列表查询")
+    public Result<List<PolicyFollowRecordVO>> getPolicyFollowRecordList(@RequestParam("policyBizId") String policyBizId) {
+        if (policyBizId == null) {
+            return Result.fail(ErrorCode.PARAMS_ERROR.getCode(), "policyBizId不能为空");
+        }
+        QueryWrapper<PolicyFollowRecord> queryWrapper = new QueryWrapper<>();
+        queryWrapper.eq("policy_biz_id", policyBizId);
+        queryWrapper.orderByDesc("id");
+        List<PolicyFollowRecord> policyFollowStatusList = policyFollowRecordService.list(queryWrapper);
+        return Result.success(policyFollowRecordService.getVOList(policyFollowStatusList));
+    }
+}
\ No newline at end of file

yd-csf-service/src/main/java/com/yd/csf/service/dao/PolicyFollowRecordMapper.java

+package com.yd.csf.service.dao;
+
+import com.yd.csf.service.model.PolicyFollowRecord;
+import com.baomidou.mybatisplus.core.mapper.BaseMapper;
+
+/**
+* @author Zhang Jianan
+* @description 针对表【policy_follow_record(新单跟进记录表)】的数据库操作Mapper
+* @createDate 2025-10-28 17:29:50
+* @Entity generator.domain.PolicyFollowRecord
+*/
+public interface PolicyFollowRecordMapper extends BaseMapper<PolicyFollowRecord> {
+
+}
+
+
+
+

yd-csf-service/src/main/java/com/yd/csf/service/dto/AttachmentUploadRequest.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;
+
+@Data
+public class AttachmentUploadRequest implements Serializable {
+    /**
+     * 新单跟进bizId
+     */
+    @Schema(description = "新单跟进bizId", requiredMode = Schema.RequiredMode.REQUIRED)
+    private String policyBizId;
+
+     /**
+      * 附件地址列表
+      */
+    @Schema(description = "附件地址列表", requiredMode = Schema.RequiredMode.REQUIRED)
+    private List<String> attachmentList;
+
+    private static final long serialVersionUID = 1L;
+}

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

+package com.yd.csf.service.dto;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.util.List;
+
+@Data
+public class ChangePolicyFollowStatusRequest {
+
+    /**
+     * 新单编号
+     */
+    @Schema(description = "新单编号", requiredMode = Schema.RequiredMode.REQUIRED)
+    private String policyBizId;
+
+    /**
+     * 新单状态
+     */
+    @Schema(description = "新单状态 'CHECKING'-'文件检查中','UNDERWRITING'-'承保中','FINISHED'-'已完成','DECLINED'-'已拒绝','CANCELLED'-'已取消','FOLLOW_UP'-'待跟进', 字典值: policy_follow_status")
+    private String status;
+
+    /**
+     * 跟进信息
+     */
+    @Schema(description = "跟进信息")
+    private String message;
+
+    /**
+     * 附件列表
+     */
+    @Schema(description = "附件列表")
+    private List<String> attachments;
+}

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

@@ -24,6 +24,18 @@ public class PolicyFollowAddRequest implements Serializable {
     @JsonFormat(pattern = "yyyy-MM-dd")
     @JsonFormat(pattern = "yyyy-MM-dd")
     private Date signDate;
     private Date signDate;
 
 
+     /**
+     * 预约业务id
+     */
+    @Schema(description = "预约业务id")
+    private String appointmentBizId;
+
+    /**
+     * 预约单号
+     */
+    @Schema(description = "预约单号")
+    private String appointmentNo;
+
     /**
     /**
      * 签单人
      * 签单人
      */
      */

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

@@ -19,12 +19,6 @@ public class PolicyFollowUpdateRequest {
     private String policyBizId;
     private String policyBizId;
 
 
     /**
     /**
-     * 新单状态
-     */
-    @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: policy_follow_status")
-    private String status;
-
-    /**
      * 客户名称
      * 客户名称
      */
      */
     @Schema(description = "客户名称")
     @Schema(description = "客户名称")

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

@@ -7,7 +7,7 @@ import org.apache.commons.lang3.ObjectUtils;
  */
  */
 public enum PolicyFollowStatusEnum {
 public enum PolicyFollowStatusEnum {
     FOLLOW_UP("待跟进", "FOLLOW_UP"),
     FOLLOW_UP("待跟进", "FOLLOW_UP"),
-    CHECKING("审核中", "CHECKING"),
+    CHECKING("文件检查中", "CHECKING"),
     UNDERWRITING("承保中", "UNDERWRITING"),
     UNDERWRITING("承保中", "UNDERWRITING"),
     FINISHED("已完成", "FINISHED"),
     FINISHED("已完成", "FINISHED"),
     DECLINED("已拒绝", "DECLINED"),
     DECLINED("已拒绝", "DECLINED"),
@@ -49,4 +49,23 @@ public enum PolicyFollowStatusEnum {
     public String getItemValue() {
     public String getItemValue() {
         return itemValue;
         return itemValue;
     }
     }
+
+    /**
+     * 根据 value 获取枚举
+     *
+     * @param value
+     * @return
+     */
+    public static PolicyFollowStatusEnum getEnumByValue(String value) {
+        if (ObjectUtils.isEmpty(value)) {
+            return null;
+        }
+        for (PolicyFollowStatusEnum anEnum : PolicyFollowStatusEnum.values()) {
+            if (anEnum.getItemValue().equals(value)) {
+                return anEnum;
+            }
+        }
+        return null;
+    }
+
 }
 }

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

@@ -4,10 +4,8 @@ import com.baomidou.mybatisplus.annotation.*;
 
 
 import java.io.Serializable;
 import java.io.Serializable;
 import java.math.BigDecimal;
 import java.math.BigDecimal;
-import java.time.LocalDate;
 import java.util.Date;
 import java.util.Date;
 
 
-import io.swagger.v3.oas.annotations.media.Schema;
 import lombok.Data;
 import lombok.Data;
 
 
 /**
 /**
@@ -48,8 +46,14 @@ public class PolicyFollow implements Serializable {
      */
      */
     private String userBizId;
     private String userBizId;
 
 
+    /**
+     * 客户业务id
+     */
     private String customerBizId;
     private String customerBizId;
 
 
+    /**
+     * 客户名称
+     */
     private String customerName;
     private String customerName;
 
 
     /**
     /**
@@ -63,6 +67,11 @@ public class PolicyFollow implements Serializable {
     private String signer;
     private String signer;
 
 
     /**
     /**
+     * 缮发日期
+     */
+    private Date issueDate;
+
+    /**
      * 生效日期
      * 生效日期
      */
      */
     private Date effectiveDate;
     private Date effectiveDate;
@@ -93,11 +102,31 @@ public class PolicyFollow implements Serializable {
     private Integer prepaidTerm;
     private Integer prepaidTerm;
 
 
     /**
     /**
+     * 预付额
+     */
+    private String prepaidAmount;
+
+    /**
+     * 折扣后预付额
+     */
+    private String prepaidAmountAfterDiscount;
+
+    /**
+     * 保单截止日期
+     */
+    private Date policyExpirationDate;
+
+    /**
+     * 缴费编号
+     */
+    private String paymentNumber;
+
+    /**
      * 产品名称
      * 产品名称
      */
      */
     private String productName;
     private String productName;
 
 
-     /**
+    /**
      * 产品类别
      * 产品类别
      */
      */
     private String productCate;
     private String productCate;
@@ -148,14 +177,19 @@ public class PolicyFollow implements Serializable {
     private Object initialPremium;
     private Object initialPremium;
 
 
     /**
     /**
-     * 通用备注
+     * 附件列表
+     */
+    private String attachments;
+
+    /**
+     * 备注
      */
      */
     private String remark;
     private String remark;
 
 
     /**
     /**
      * 删除标识: 0-正常, 1-删除
      * 删除标识: 0-正常, 1-删除
      */
      */
-    @TableLogic
+    @TableField()
     private Integer isDeleted;
     private Integer isDeleted;
 
 
     /**
     /**

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

+package com.yd.csf.service.model;
+
+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.util.Date;
+import lombok.Data;
+
+/**
+ * 新单跟进记录表
+ * @TableName policy_follow_record
+ */
+@TableName(value ="policy_follow_record")
+@Data
+public class PolicyFollowRecord implements Serializable {
+    /**
+     * id
+     */
+    @TableId(type = IdType.AUTO)
+    private Long id;
+
+    /**
+     * 新单跟进唯一业务ID
+     */
+    private String policyBizId;
+
+    /**
+     * 跟进状态
+     */
+    private String title;
+
+    /**
+     * 跟进信息
+     */
+    private String message;
+
+    /**
+     * 删除标识: 0-正常, 1-删除
+     */
+    private Integer isDeleted;
+
+    /**
+     * 创建人ID
+     */
+    private String creatorId;
+
+    /**
+     * 创建人名称
+     */
+    private String creatorName;
+
+    /**
+     * 创建时间
+     */
+    private Date createTime;
+
+    @TableField(exist = false)
+    private static final long serialVersionUID = 1L;
+}
\ No newline at end of file

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

+package com.yd.csf.service.service;
+
+import com.yd.csf.service.model.PolicyFollowRecord;
+import com.baomidou.mybatisplus.extension.service.IService;
+import com.yd.csf.service.vo.PolicyFollowRecordVO;
+
+import java.util.List;
+
+/**
+* @author Zhang Jianan
+* @description 针对表【policy_follow_record(新单跟进记录表)】的数据库操作Service
+* @createDate 2025-10-28 17:29:50
+*/
+public interface PolicyFollowRecordService extends IService<PolicyFollowRecord> {
+
+    List<PolicyFollowRecordVO> getVOList(List<PolicyFollowRecord> policyFollowStatusList);
+}

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

@@ -3,10 +3,7 @@ package com.yd.csf.service.service;
 import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
 import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
 import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
 import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
 import com.baomidou.mybatisplus.extension.service.IService;
 import com.baomidou.mybatisplus.extension.service.IService;
-import com.yd.csf.service.dto.AddToPolicyRequest;
-import com.yd.csf.service.dto.PolicyFollowAddRequest;
-import com.yd.csf.service.dto.PolicyFollowQueryRequest;
-import com.yd.csf.service.dto.PolicyFollowUpdateRequest;
+import com.yd.csf.service.dto.*;
 import com.yd.csf.service.model.PolicyFollow;
 import com.yd.csf.service.model.PolicyFollow;
 import com.yd.csf.service.vo.PolicyFollowVO;
 import com.yd.csf.service.vo.PolicyFollowVO;
 
 
@@ -32,4 +29,8 @@ public interface PolicyFollowService extends IService<PolicyFollow> {
     Map<String, Object> addPolicyFollow(PolicyFollowAddRequest policyFollowAddRequest);
     Map<String, Object> addPolicyFollow(PolicyFollowAddRequest policyFollowAddRequest);
 
 
     Boolean addToPolicy(AddToPolicyRequest addToPolicyRequest);
     Boolean addToPolicy(AddToPolicyRequest addToPolicyRequest);
+
+    Boolean changePolicyFollowStatus(ChangePolicyFollowStatusRequest changePolicyFollowStatusRequest);
+
+    Boolean uploadAttachment(AttachmentUploadRequest attachmentUploadRequest);
 }
 }

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

+package com.yd.csf.service.service.impl;
+
+import com.baomidou.mybatisplus.extension.service.impl.ServiceImpl;
+import com.yd.csf.service.model.PolicyFollowRecord;
+import com.yd.csf.service.service.PolicyFollowRecordService;
+import com.yd.csf.service.dao.PolicyFollowRecordMapper;
+import com.yd.csf.service.vo.PolicyFollowRecordVO;
+import org.apache.commons.collections4.CollectionUtils;
+import org.springframework.stereotype.Service;
+
+import java.util.Collections;
+import java.util.List;
+import java.util.stream.Collectors;
+
+/**
+* @author Zhang Jianan
+* @description 针对表【policy_follow_record(新单跟进记录表)】的数据库操作Service实现
+* @createDate 2025-10-28 17:29:50
+*/
+@Service
+public class PolicyFollowRecordServiceImpl extends ServiceImpl<PolicyFollowRecordMapper, PolicyFollowRecord>
+    implements PolicyFollowRecordService{
+
+    @Override
+    public List<PolicyFollowRecordVO> getVOList(List<PolicyFollowRecord> policyFollowStatusList) {
+        if (CollectionUtils.isEmpty(policyFollowStatusList)) {
+            return Collections.emptyList();
+        }
+        return policyFollowStatusList.stream()
+                .map(PolicyFollowRecordVO::objToVO)
+                .collect(Collectors.toList());
+    }
+}
+
+
+
+

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

 package com.yd.csf.service.service.impl;
 package com.yd.csf.service.service.impl;
 
 
 import cn.hutool.core.collection.CollUtil;
 import cn.hutool.core.collection.CollUtil;
-import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
 import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
 import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
 import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
 import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
 import com.baomidou.mybatisplus.extension.service.impl.ServiceImpl;
 import com.baomidou.mybatisplus.extension.service.impl.ServiceImpl;
 import com.yd.auth.core.dto.AuthUserDto;
 import com.yd.auth.core.dto.AuthUserDto;
 import com.yd.auth.core.utils.SecurityUtil;
 import com.yd.auth.core.utils.SecurityUtil;
 import com.yd.common.enums.CommonEnum;
 import com.yd.common.enums.CommonEnum;
+import com.yd.common.enums.ResultCode;
 import com.yd.common.exception.BusinessException;
 import com.yd.common.exception.BusinessException;
 import com.yd.common.utils.RandomStringGenerator;
 import com.yd.common.utils.RandomStringGenerator;
 import com.yd.csf.service.common.ErrorCode;
 import com.yd.csf.service.common.ErrorCode;
 import com.yd.csf.service.dto.*;
 import com.yd.csf.service.dto.*;
+import com.yd.csf.service.enums.PolicyFollowStatusEnum;
 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.PolicyFollow;
+import com.yd.csf.service.model.PolicyFollowRecord;
 import com.yd.csf.service.service.PolicyBrokerService;
 import com.yd.csf.service.service.PolicyBrokerService;
+import com.yd.csf.service.service.PolicyFollowRecordService;
 import com.yd.csf.service.service.PolicyFollowService;
 import com.yd.csf.service.service.PolicyFollowService;
 import com.yd.csf.service.dao.PolicyFollowMapper;
 import com.yd.csf.service.dao.PolicyFollowMapper;
 import com.yd.csf.service.service.PolicyService;
 import com.yd.csf.service.service.PolicyService;
@@ -26,10 +29,7 @@ import org.springframework.stereotype.Service;
 import org.springframework.transaction.annotation.Transactional;
 import org.springframework.transaction.annotation.Transactional;
 
 
 import javax.annotation.Resource;
 import javax.annotation.Resource;
-import java.util.Collections;
-import java.util.Date;
-import java.util.List;
-import java.util.Map;
+import java.util.*;
 import java.util.stream.Collectors;
 import java.util.stream.Collectors;
 
 
 /**
 /**
@@ -45,6 +45,11 @@ public class PolicyFollowServiceImpl extends ServiceImpl<PolicyFollowMapper, Pol
     private PolicyBrokerService policyBrokerService;
     private PolicyBrokerService policyBrokerService;
     @Resource
     @Resource
     private PolicyService policyService;
     private PolicyService policyService;
+    @Resource
+    private PolicyFollowService policyFollowService;
+    @Resource
+    private PolicyFollowRecordService policyFollowRecordService;
+
 
 
     @Override
     @Override
     public PolicyFollow getByPolicyBizId(String policyBizId) {
     public PolicyFollow getByPolicyBizId(String policyBizId) {
@@ -228,6 +233,76 @@ public class PolicyFollowServiceImpl extends ServiceImpl<PolicyFollowMapper, Pol
         return true;
         return true;
     }
     }
 
 
+    @Override
+    @Transactional(rollbackFor = Exception.class)
+    public Boolean changePolicyFollowStatus(ChangePolicyFollowStatusRequest changePolicyFollowStatusRequest) {
+
+        String policyBizId = changePolicyFollowStatusRequest.getPolicyBizId();
+        PolicyFollow policyFollow = getByPolicyBizId(policyBizId);
+        if (policyFollow == null) {
+            throw new BusinessException(ErrorCode.NOT_FOUND_ERROR.getCode(), ErrorCode.NOT_FOUND_ERROR.getMessage());
+        }
+        // 校验状态是否存在
+        PolicyFollowStatusEnum policyFollowStatusEnum = PolicyFollowStatusEnum.getEnumByValue(changePolicyFollowStatusRequest.getStatus());
+        if (policyFollowStatusEnum == null) {
+            throw new BusinessException(ResultCode.PARAM_CHECK_ERROR.getCode(), "跟进状态不存在");
+        }
+        // 获取当前跟进状态
+        PolicyFollowStatusEnum currentStatusEnum = PolicyFollowStatusEnum.getEnumByValue(policyFollow.getStatus());
+        // 校验状态
+        validPolicyFollowStatus(currentStatusEnum, policyFollowStatusEnum);
+
+        // 获取当前登录用户
+        AuthUserDto currentLoginUser = SecurityUtil.getCurrentLoginUser();
+        String loginUserId = currentLoginUser.getId().toString();
+
+        policyFollow.setStatus(changePolicyFollowStatusRequest.getStatus());
+        policyFollow.setUpdaterId(loginUserId);
+        policyFollowService.updateById(policyFollow);
+
+        // 新增新单状态记录
+        PolicyFollowRecord policyFollowRecord = new PolicyFollowRecord();
+        policyFollowRecord.setId(null);
+        policyFollowRecord.setPolicyBizId(policyBizId);
+        policyFollowRecord.setTitle(Objects.requireNonNull(policyFollowStatusEnum.getItemLabel()));
+        policyFollowRecord.setMessage(changePolicyFollowStatusRequest.getMessage());
+        policyFollowRecord.setCreatorId(loginUserId);
+        policyFollowRecord.setCreateTime(new Date());
+        policyFollowRecordService.save(policyFollowRecord);
+
+        return true;
+    }
+
+    @Override
+    public Boolean uploadAttachment(AttachmentUploadRequest attachmentUploadRequest) {
+        String policyBizId = attachmentUploadRequest.getPolicyBizId();
+        PolicyFollow policyFollow = getByPolicyBizId(policyBizId);
+        if (policyFollow == null) {
+            throw new BusinessException(ErrorCode.NOT_FOUND_ERROR.getCode(), ErrorCode.NOT_FOUND_ERROR.getMessage());
+        }
+        policyFollow.setAttachments(String.join(",", attachmentUploadRequest.getAttachmentList()));
+
+        PolicyFollow updateObj = new PolicyFollow();
+        updateObj.setId(policyFollow.getId());
+        updateObj.setAttachments(policyFollow.getAttachments());
+
+        return updateById(updateObj);
+    }
+
+    private static void validPolicyFollowStatus(PolicyFollowStatusEnum currentStatusEnum, PolicyFollowStatusEnum policyFollowStatusEnum) {
+        if (PolicyFollowStatusEnum.FOLLOW_UP.equals(currentStatusEnum) && !PolicyFollowStatusEnum.CHECKING.equals(policyFollowStatusEnum)) {
+            throw new BusinessException(ResultCode.PARAM_CHECK_ERROR.getCode(), "待跟进状态只能改为文件检查中");
+        }
+        if (PolicyFollowStatusEnum.CHECKING.equals(currentStatusEnum) && !PolicyFollowStatusEnum.UNDERWRITING.equals(policyFollowStatusEnum)) {
+            throw new BusinessException(ResultCode.PARAM_CHECK_ERROR.getCode(), "文件检查中状态只能改为承保中");
+        }
+        if (PolicyFollowStatusEnum.UNDERWRITING.equals(currentStatusEnum)) {
+            if (PolicyFollowStatusEnum.FINISHED.equals(policyFollowStatusEnum) || PolicyFollowStatusEnum.DECLINED.equals(policyFollowStatusEnum) || PolicyFollowStatusEnum.CANCELLED.equals(policyFollowStatusEnum)) {
+                throw new BusinessException(ResultCode.PARAM_CHECK_ERROR.getCode(), "承保中状态只能改为已完成");
+            }
+        }
+    }
+
 }
 }
 
 
 
 

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

+package com.yd.csf.service.vo;
+
+import com.fasterxml.jackson.annotation.JsonFormat;
+import com.yd.csf.service.model.PolicyFollowRecord;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+import org.springframework.beans.BeanUtils;
+
+import java.io.Serializable;
+import java.util.Date;
+import java.util.List;
+
+@Data
+public class PolicyFollowRecordVO implements Serializable {
+    @Schema(description = "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;
+
+    /**
+     * 跟进状态
+     */
+    @Schema(description = "跟进状态")
+    private String title;
+
+    /**
+     * 跟进信息
+     */
+    @Schema(description = "跟进信息")
+    private String message;
+
+    /**
+     * 创建人ID
+     */
+    @Schema(description = "创建人ID")
+    private String creatorId;
+
+    /**
+     * 创建人姓名
+     */
+    @Schema(description = "创建人姓名")
+    private String creatorName;
+
+     /**
+     * 创建时间
+     */
+    @Schema(description = "创建时间")
+    @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss", timezone = "GMT+8")
+    private Date createTime;
+
+    private static final long serialVersionUID = 1L;
+
+    public static PolicyFollowRecordVO objToVO(PolicyFollowRecord policyFollowRecord) {
+        if (policyFollowRecord == null) {
+            return null;
+        }
+        PolicyFollowRecordVO policyFollowRecordVO = new PolicyFollowRecordVO();
+        BeanUtils.copyProperties(policyFollowRecord, policyFollowRecordVO);
+        return policyFollowRecordVO;
+    }
+}

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

@@ -26,6 +26,18 @@ public class PolicyFollowVO implements Serializable {
     @Schema(description = "新单跟进唯一业务ID")
     @Schema(description = "新单跟进唯一业务ID")
     private String policyBizId;
     private String policyBizId;
 
 
+     /**
+     * 预约业务id
+     */
+    @Schema(description = "预约业务id")
+    private String appointmentBizId;
+
+    /**
+     * 预约单号
+     */
+    @Schema(description = "预约单号")
+    private String appointmentNo;
+
     /**
     /**
      * 保单号
      * 保单号
      */
      */
@@ -64,6 +76,21 @@ public class PolicyFollowVO implements Serializable {
     private String signer;
     private String signer;
 
 
     /**
     /**
+     * 缮发日期
+     */
+    private Date issueDate;
+
+    /**
+     * 生效日期
+     */
+    private Date effectiveDate;
+
+    /**
+     * 续保日期
+     */
+    private Date renewalDate;
+
+    /**
      * 供款年期
      * 供款年期
      */
      */
     @Schema(description = "供款年期")
     @Schema(description = "供款年期")
@@ -76,6 +103,36 @@ public class PolicyFollowVO implements Serializable {
     private BigDecimal paymentPremium;
     private BigDecimal paymentPremium;
 
 
     /**
     /**
+     * 是否预缴: 0-否, 1-是
+     */
+    private Integer isPrepaid;
+
+    /**
+     * 预缴年期
+     */
+    private Integer prepaidTerm;
+
+    /**
+     * 预付额
+     */
+    private String prepaidAmount;
+
+    /**
+     * 折扣后预付额
+     */
+    private String prepaidAmountAfterDiscount;
+
+    /**
+     * 保单截止日期
+     */
+    private Date policyExpirationDate;
+
+    /**
+     * 缴费编号
+     */
+    private String paymentNumber;
+
+    /**
      * 产品名称
      * 产品名称
      */
      */
     @Schema(description = "产品名称")
     @Schema(description = "产品名称")
@@ -108,7 +165,7 @@ public class PolicyFollowVO implements Serializable {
     /**
     /**
      * 新单跟进状态
      * 新单跟进状态
      */
      */
-    @Schema(description = "新单跟进状态 'CHECKING'-'审核中','UNDERWRITING'-'承保中','FINISHED'-'已完成','DECLINED'-'已拒绝','CANCELLED'-'已取消', 字典值: policy_follow_status")
+    @Schema(description = "新单跟进状态 字典值: policy_follow_status")
     private String status;
     private String status;
 
 
     /**
     /**

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

+<?xml version="1.0" encoding="UTF-8"?>
+<!DOCTYPE mapper
+        PUBLIC "-//mybatis.org//DTD Mapper 3.0//EN"
+        "http://mybatis.org/dtd/mybatis-3-mapper.dtd">
+<mapper namespace="com.yd.csf.service.dao.PolicyFollowRecordMapper">
+
+    <resultMap id="BaseResultMap" type="com.yd.csf.service.model.PolicyFollowRecord">
+            <id property="id" column="id" />
+            <result property="policyBizId" column="policy_biz_id" />
+            <result property="title" column="title" />
+            <result property="message" column="message" />
+            <result property="isDeleted" column="is_deleted" />
+            <result property="creatorId" column="creator_id" />
+            <result property="creatorName" column="creator_name" />
+            <result property="createTime" column="create_time" />
+    </resultMap>
+
+    <sql id="Base_Column_List">
+        id,policy_biz_id,title,message,is_deleted,creator_id,
+        creator_name,create_time
+    </sql>
+</mapper>