来佣接口21

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

@@ -16,10 +16,7 @@ import com.yd.csf.api.dto.PolicyExcelDTO;
 import com.yd.csf.api.dto.PolicyFollowDTO;
 import com.yd.csf.api.listener.PolicyDataListener;
 import com.yd.csf.service.common.ErrorCode;
-import com.yd.csf.service.dto.PolicyFollowAddRequest;
-import com.yd.csf.service.dto.PolicyFollowDeleteRequest;
-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.*;
 import com.yd.csf.service.service.*;
 import com.yd.csf.service.vo.PolicyFollowVO;
@@ -126,11 +123,11 @@ public class ApiPolicyFollowController {
         for (PolicyFollowDTO policyFollow : list) {
             policyFollowList.add(policyFollow.getPolicyFollow());
             policyBrokerList.addAll(policyFollow.getBrokerList());
-            policyList.add(policyFollow.getPolicy());
+//            policyList.add(policyFollow.getPolicy());
         }
 
         policyFollowService.saveBatch(policyFollowList);
-        policyService.saveBatch(policyList);
+//        policyService.saveBatch(policyList);
         policyBrokerService.saveBatch(policyBrokerList);
 
         // 获取当前登录用户的ID
@@ -204,19 +201,19 @@ public class ApiPolicyFollowController {
             // 转换为PolicyBroker对象
             List<PolicyBroker> policyBrokerList = new ArrayList<>();
             if (StringUtils.isNotBlank(policyExcelDTO.getBrokerName1())) {
-                policyBrokerList.add(getPolicyBroker(policyExcelDTO.getBrokerName1(), policyExcelDTO.getTeam1(), policyBizId, policyNo));
+                policyBrokerList.add(getPolicyBroker(policyExcelDTO.getBrokerName1(), policyExcelDTO.getTeam1(), policyExcelDTO.getBrokerRatio1(), policyBizId, policyNo));
             }
             if (StringUtils.isNotBlank(policyExcelDTO.getBrokerName2())) {
-                policyBrokerList.add(getPolicyBroker(policyExcelDTO.getBrokerName2(), policyExcelDTO.getTeam2(), policyBizId, policyNo));
+                policyBrokerList.add(getPolicyBroker(policyExcelDTO.getBrokerName2(), policyExcelDTO.getTeam2(), policyExcelDTO.getBrokerRatio2(), policyBizId, policyNo));
             }
             if (StringUtils.isNotBlank(policyExcelDTO.getBrokerName3())) {
-                policyBrokerList.add(getPolicyBroker(policyExcelDTO.getBrokerName3(), policyExcelDTO.getTeam3(), policyBizId, policyNo));
+                policyBrokerList.add(getPolicyBroker(policyExcelDTO.getBrokerName3(), policyExcelDTO.getTeam3(), policyExcelDTO.getBrokerRatio3(), policyBizId, policyNo));
             }
             if (StringUtils.isNotBlank(policyExcelDTO.getBrokerName4())) {
-                policyBrokerList.add(getPolicyBroker(policyExcelDTO.getBrokerName4(), policyExcelDTO.getTeam4(), policyBizId, policyNo));
+                policyBrokerList.add(getPolicyBroker(policyExcelDTO.getBrokerName4(), policyExcelDTO.getTeam4(), policyExcelDTO.getBrokerRatio4(), policyBizId, policyNo));
             }
             if (StringUtils.isNotBlank(policyExcelDTO.getBrokerName5())) {
-                policyBrokerList.add(getPolicyBroker(policyExcelDTO.getBrokerName5(), policyExcelDTO.getTeam5(), policyBizId, policyNo));
+                policyBrokerList.add(getPolicyBroker(policyExcelDTO.getBrokerName5(), policyExcelDTO.getTeam5(), policyExcelDTO.getBrokerRatio5(), policyBizId, policyNo));
             }
 
             // 转换为PolicyFollowDTO对象
@@ -229,12 +226,13 @@ public class ApiPolicyFollowController {
         return policyFollowDTOList;
     }
 
-    private PolicyBroker getPolicyBroker(String brokerName, String team, String policyBizId, String policyNo) {
+    private PolicyBroker getPolicyBroker(String brokerName, String team, String brokerRatio, String policyBizId, String policyNo) {
         PolicyBroker policyBroker = new PolicyBroker();
         policyBroker.setPolicyBizId(policyBizId);
         policyBroker.setPolicyNo(policyNo);
         policyBroker.setBrokerName(brokerName);
         policyBroker.setTeam(team);
+        policyBroker.setBrokerRatio(brokerRatio);
         return policyBroker;
     }
 
@@ -255,6 +253,22 @@ public class ApiPolicyFollowController {
     }
 
     /**
+     * 保存到保单库
+     *
+     * @param addToPolicyRequest
+     * @param request
+     * @return
+     */
+    @Operation(summary = "保存到保单库")
+    @PostMapping("/addToPolicy")
+    public Result<Boolean> addToPolicy(@RequestBody AddToPolicyRequest addToPolicyRequest, HttpServletRequest request) {
+        if (StringUtils.isBlank(addToPolicyRequest.getPolicyBizId())) {
+            return Result.fail(ErrorCode.PARAMS_ERROR.getCode(), ErrorCode.PARAMS_ERROR.getMessage());
+        }
+        return Result.success(policyFollowService.addToPolicy(addToPolicyRequest));
+    }
+
+    /**
      * 删除新单跟进
      *
      * @param deleteRequest

yd-csf-api/src/main/java/com/yd/csf/api/dto/PolicyExcelDTO.java

@@ -67,27 +67,42 @@ public class PolicyExcelDTO {
     @ExcelProperty("所属团队1")
     private String team1;
 
+    @ExcelProperty("介绍费占比1")
+    private String brokerRatio1;
+
     @ExcelProperty("转介人2")
     private String brokerName2;
 
     @ExcelProperty("所属团队2")
     private String team2;
 
+    @ExcelProperty("介绍费占比2")
+    private String brokerRatio2;
+
     @ExcelProperty("转介人3")
     private String brokerName3;
 
     @ExcelProperty("所属团队3")
     private String team3;
 
+    @ExcelProperty("介绍费占比3")
+    private String brokerRatio3;
+
     @ExcelProperty("转介人4")
     private String brokerName4;
 
     @ExcelProperty("所属团队4")
     private String team4;
 
+    @ExcelProperty("介绍费占比4")
+    private String brokerRatio4;
+
     @ExcelProperty("转介人5")
     private String brokerName5;
 
     @ExcelProperty("所属团队5")
     private String team5;
+
+    @ExcelProperty("介绍费占比5")
+    private String brokerRatio5;
 }

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

+package com.yd.csf.service.dto;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.io.Serializable;
+
+@Data
+public class AddToPolicyRequest implements Serializable {
+    /**
+     * 新单编号
+     */
+    @Schema(description = "新单编号", requiredMode = Schema.RequiredMode.REQUIRED)
+    private String policyBizId;
+
+    private static final long serialVersionUID = 1L;
+}

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

+package com.yd.csf.service.dto;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.io.Serializable;
+
+@Data
+public class PolicyBrokerDto implements Serializable {
+    /**
+     * 转介人名称
+     */
+    @Schema(description = "转介人名称")
+    private String brokerName;
+
+    /**
+     * 转介人业务ID
+     */
+    @Schema(description = "转介人业务ID")
+    private String brokerBizId;
+
+    /**
+     * 所属团队
+     */
+    @Schema(description = "所属团队")
+    private String team;
+
+    /**
+     * 所属团队业务id
+     */
+    @Schema(description = "所属团队业务id")
+    private String teamBizId;
+
+     /**
+     * 转介人比例
+     */
+    @Schema(description = "转介人比例")
+    private String brokerRatio;
+
+    /**
+     * 备注
+     */
+    @Schema(description = "备注")
+    private String remark;
+
+    private static final long serialVersionUID = 1L;
+}

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

 package com.yd.csf.service.dto;
 
 import com.fasterxml.jackson.annotation.JsonFormat;
+import com.yd.csf.service.dto.PolicyBrokerDto;
 import io.swagger.v3.oas.annotations.media.Schema;
 import lombok.Data;
 
 import java.math.BigDecimal;
 import java.util.Date;
+import java.util.List;
 
 @Data
 public class PolicyFollowUpdateRequest {
@@ -152,6 +154,12 @@ public class PolicyFollowUpdateRequest {
     private Object initialPremium;
 
     /**
+     * 转介人列表
+     */
+    @Schema(description = "转介人列表")
+    private List<PolicyBrokerDto> brokerList;
+
+    /**
      * 备注
      */
     @Schema(description = "备注")

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

@@ -52,6 +52,11 @@ public class PolicyBroker implements Serializable {
     private String teamBizId;
 
      /**
+     * 介绍费占比
+     */
+    private String brokerRatio;
+
+    /**
      * 通用备注
      */
     private String remark;

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

@@ -3,6 +3,7 @@ package com.yd.csf.service.service;
 import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
 import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
 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;
@@ -29,4 +30,6 @@ public interface PolicyFollowService extends IService<PolicyFollow> {
     PolicyFollowVO getPolicyFollowVO(PolicyFollow policyFollow);
 
     Map<String, Object> addPolicyFollow(PolicyFollowAddRequest policyFollowAddRequest);
+
+    Boolean addToPolicy(AddToPolicyRequest addToPolicyRequest);
 }

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

@@ -5,13 +5,13 @@ import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
 import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
 import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
 import com.baomidou.mybatisplus.extension.service.impl.ServiceImpl;
+import com.yd.auth.core.dto.AuthUserDto;
+import com.yd.auth.core.utils.SecurityUtil;
 import com.yd.common.enums.CommonEnum;
 import com.yd.common.exception.BusinessException;
 import com.yd.common.utils.RandomStringGenerator;
 import com.yd.csf.service.common.ErrorCode;
-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.Policy;
 import com.yd.csf.service.model.PolicyBroker;
 import com.yd.csf.service.model.PolicyFollow;
@@ -95,7 +95,7 @@ public class PolicyFollowServiceImpl extends ServiceImpl<PolicyFollowMapper, Pol
         List<String> policyBizIdList = policyFollowVOList.stream().map(PolicyFollowVO::getPolicyBizId).collect(Collectors.toList());
         if (CollUtil.isNotEmpty(policyBizIdList)) {
             // 转介人业务id列表 => 转介人列表
-            List<PolicyBroker> policyBrokerList = policyBrokerService.list(new LambdaQueryWrapper<PolicyBroker>().in(PolicyBroker::getPolicyBizId, policyBizIdList));
+            List<PolicyBroker> policyBrokerList = policyBrokerService.list(new QueryWrapper<PolicyBroker>().in("policy_biz_id", policyBizIdList));
             // 转介人列表 => 转介人业务id列表
             Map<String, List<PolicyBroker>> brokerMap = policyBrokerList.stream().collect(Collectors.groupingBy(PolicyBroker::getPolicyBizId));
             // 转介人列表 => 封装转介人列表
@@ -109,6 +109,7 @@ public class PolicyFollowServiceImpl extends ServiceImpl<PolicyFollowMapper, Pol
     }
 
     @Override
+    @Transactional(rollbackFor = Exception.class)
     public Boolean updatePolicyFollow(PolicyFollowUpdateRequest policyFollowUpdateRequest) {
         if (policyFollowUpdateRequest == null || ObjectUtils.isEmpty(policyFollowUpdateRequest.getPolicyBizId())) {
             throw new BusinessException(ErrorCode.PARAMS_ERROR.getCode(), ErrorCode.PARAMS_ERROR.getMessage());
@@ -118,7 +119,32 @@ public class PolicyFollowServiceImpl extends ServiceImpl<PolicyFollowMapper, Pol
         if (policyFollow == null) {
             throw new BusinessException(ErrorCode.NOT_FOUND_ERROR.getCode(), ErrorCode.NOT_FOUND_ERROR.getMessage());
         }
-        BeanUtils.copyProperties(policyFollowUpdateRequest, policyFollow, "policyBizId");
+        BeanUtils.copyProperties(policyFollowUpdateRequest, policyFollow, "id", "policyBizId");
+
+        // 获取当前登录用户
+        AuthUserDto currentLoginUser = SecurityUtil.getCurrentLoginUser();
+        String loginUserId = currentLoginUser.getId().toString();
+        policyFollow.setUpdaterId(loginUserId);
+        policyFollow.setUpdateTime(new Date());
+
+        // 先删除原有的转介人
+        policyBrokerService.remove(new QueryWrapper<PolicyBroker>().eq("policy_biz_id", policyBizId));
+        // 保存转介人
+        List<PolicyBrokerDto> brokerList = policyFollowUpdateRequest.getBrokerList();
+        List<PolicyBroker> policyBrokerList = brokerList.stream().map(policyBrokerDto -> {
+            PolicyBroker policyBroker = new PolicyBroker();
+            BeanUtils.copyProperties(policyBrokerDto, policyBroker);
+            policyBroker.setPolicyBizId(policyBizId);
+            policyBroker.setCreatorId(loginUserId);
+            policyBroker.setCreateTime(new Date());
+            policyBroker.setUpdaterId(loginUserId);
+            policyBroker.setUpdateTime(new Date());
+            return policyBroker;
+        }).collect(Collectors.toList());
+
+        if (CollUtil.isNotEmpty(policyBrokerList)) {
+            policyBrokerService.saveBatch(policyBrokerList);
+        }
         return updateById(policyFollow);
     }
 
@@ -165,6 +191,42 @@ public class PolicyFollowServiceImpl extends ServiceImpl<PolicyFollowMapper, Pol
         return Collections.singletonMap("policyBizId", policyBizId);
     }
 
+    @Override
+    public Boolean addToPolicy(AddToPolicyRequest addToPolicyRequest) {
+        String policyBizId = addToPolicyRequest.getPolicyBizId();
+        PolicyFollow policyFollow = getByPolicyBizId(policyBizId);
+        if (policyFollow == null) {
+            throw new BusinessException(ErrorCode.NOT_FOUND_ERROR.getCode(), "Policy biz id not found");
+        }
+
+        // 获取当前登录用户
+        AuthUserDto currentLoginUser = SecurityUtil.getCurrentLoginUser();
+        String loginUserId = currentLoginUser.getId().toString();
+
+        // 保存到保单库
+        Policy policy = policyService.getOne(new QueryWrapper<Policy>().eq("policy_biz_id", policyBizId));
+        if (policy != null) {
+            // 更新
+            BeanUtils.copyProperties(policyFollow, policy, "id");
+            policy.setUpdaterId(loginUserId);
+            policy.setUpdateTime(new Date());
+
+            return policyService.updateById(policy);
+        } else {
+            // 不存在则创建
+            policy = new Policy();
+            BeanUtils.copyProperties(policyFollow, policy, "id");
+            policy.setId(null);
+            policy.setPolicyBizId(policyBizId);
+            policy.setCreatorId(loginUserId);
+            policy.setCreateTime(new Date());
+            policy.setUpdaterId(loginUserId);
+            policy.setUpdateTime(new Date());
+
+            return policyService.save(policy);
+        }
+    }
+
 
 }
 

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

@@ -12,6 +12,7 @@
             <result property="brokerBizId" column="broker_biz_id" />
             <result property="team" column="team" />
             <result property="teamBizId" column="team_biz_id" />
+            <result property="brokerRatio" column="broker_ratio" />
             <result property="remark" column="remark" />
             <result property="isDeleted" column="is_deleted" />
             <result property="creatorId" column="creator_id" />
@@ -21,7 +22,7 @@
     </resultMap>
 
     <sql id="Base_Column_List">
-        id,policy_biz_id,policy_no,broker_name,broker_biz_id,team,
+        id,policy_biz_id,policy_no,broker_name,broker_biz_id,team,broker_ratio,
         team_biz_id,remark,is_deleted,creator_id,updater_id,
         create_time,update_time
     </sql>