新单跟进v2

fd2a8295 · jianan · be002ba6 · fd2a8295 · fd2a8295 · fd2a8295
Commit fd2a8295 authored Jan 22, 2026 by jianan
5 changed files
--- a/yd-csf-api/src/main/java/com/yd/csf/api/controller/ApiPolicyController.java
+++ b/yd-csf-api/src/main/java/com/yd/csf/api/controller/ApiPolicyController.java
@@ -18,7 +18,6 @@ import org.springframework.web.bind.annotation.*;
 import javax.annotation.Resource;
 import javax.servlet.http.HttpServletRequest;
 import java.util.List;
-import java.util.Map;
 /**
 * policy接口

--- 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
@@ -2,6 +2,7 @@ package com.yd.csf.api.service.impl;
 import com.baomidou.mybatisplus.core.metadata.IPage;
 import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
+import com.google.gson.reflect.TypeToken;
 import com.yd.auth.core.dto.AuthUserDto;
 import com.yd.auth.core.utils.SecurityUtil;
 import com.yd.common.constant.CodeGeneratorConstants;
@@ -32,6 +33,7 @@ import com.yd.question.feign.request.ApiAnswerSaveRequest;
 import com.yd.question.feign.request.ApiBatchSaveAnswerRequest;
 import com.yd.question.feign.request.ApiObjectSaveRequest;
 import lombok.extern.slf4j.Slf4j;
+import org.apache.commons.lang3.ObjectUtils;
 import org.apache.commons.lang3.StringUtils;
 import org.springframework.beans.BeanUtils;
 import org.springframework.beans.factory.annotation.Autowired;
@@ -132,6 +134,10 @@ public class ApiAppointmentServiceImpl implements ApiAppointmentService {
    private IProductPlanService iProductPlanService;
    @Resource
    private CustomerService customerService;
+    @Resource
+    private FnaFormService fnaFormService;
+    @Resource
+    private PolicyBrokerService policyBrokerService;
    /**
     * 预约分页查询
@@ -744,6 +750,9 @@ public class ApiAppointmentServiceImpl implements ApiAppointmentService {
        // 同步保存保单产品计划附加险
        savePolicyAdditional(apiProductPlanAdditionalInfoDtoList, policyBizId);
+        // 同步转介人
+        savePolicyBroker(appointment.getFnaBizId(), policyBizId);
 //        // 同步保存保单（产品计划）
 //        savePolicy(productPlan, apiPolicyholderInfoDto, apiInsurantInfoDto, apiProductPlanMainInfoDto, policyBizId, policyTransfer);
 //        // 同步保存保单投保人
@@ -760,6 +769,30 @@ public class ApiAppointmentServiceImpl implements ApiAppointmentService {
        return Result.success();
    }
+    private void savePolicyBroker(String fnaBizId, String policyBizId) {
+        FnaForm fnaForm = fnaFormService.getByFnaFormBizId(fnaBizId);
+        if (Objects.isNull(fnaForm)) {
+            return;
+        }
+        // 转介人
+        if (ObjectUtils.isNotEmpty(fnaForm.getBrokerList())) {
+            List<PolicyBroker> brokerList = GSONUtil.fromJson((String) fnaForm.getBrokerList(), new TypeToken<List<PolicyBroker>>() {
+            }.getType());
+            if (ObjectUtils.isNotEmpty(brokerList)) {
+                if (brokerList.get(0) != null && !Objects.isNull(brokerList.get(0).getPolicyBizId())) {
+                    // 先删除旧的转介人
+                    policyBrokerService.removeByPolicyBizId(brokerList.get(0).getPolicyBizId());
+                }
+                brokerList.forEach(broker -> {
+                    broker.setPolicyBizId(policyBizId);
+                });
+                // 保存新的转介人
+                policyBrokerService.saveOrUpdateBatch(brokerList);
+            }
+        }
+    }
    private void setSignerList(PolicyFollow follow, Appointment appointment) {
        List<PolicySigner> signerList = new ArrayList<>();

--- a/yd-csf-service/src/main/java/com/yd/csf/service/service/PolicyBrokerService.java
+++ b/yd-csf-service/src/main/java/com/yd/csf/service/service/PolicyBrokerService.java
@@ -16,4 +16,6 @@ public interface PolicyBrokerService extends IService<PolicyBroker> {
    List<PolicyBroker> queryList(QueryPolicyBrokerDto dto);
    PolicyBroker queryOne(QueryPolicyBrokerDto dto);
+    void removeByPolicyBizId(String policyBizId);
 }
--- a/yd-csf-service/src/main/java/com/yd/csf/service/service/impl/PolicyBrokerServiceImpl.java
+++ b/yd-csf-service/src/main/java/com/yd/csf/service/service/impl/PolicyBrokerServiceImpl.java
@@ -42,6 +42,13 @@ public class PolicyBrokerServiceImpl extends ServiceImpl<PolicyBrokerMapper, Pol
                .last("limit 1")
        );
    }
+    @Override
+    public void removeByPolicyBizId(String policyBizId) {
+        baseMapper.delete(new LambdaQueryWrapper<PolicyBroker>()
+                .eq(PolicyBroker::getPolicyBizId, policyBizId)
+        );
+    }
 }

--- 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
@@ -6,6 +6,7 @@ import cn.hutool.core.date.DateField;
 import cn.hutool.core.date.DateUtil;
 import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
 import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
+import com.baomidou.mybatisplus.core.conditions.update.UpdateWrapper;
 import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
 import com.baomidou.mybatisplus.extension.service.impl.ServiceImpl;
 import com.yd.auth.core.dto.AuthUserDto;
@@ -410,10 +411,22 @@ public class PolicyFollowServiceImpl extends ServiceImpl<PolicyFollowMapper, Pol
                     throw new BusinessException("保单号 " + policyFollow.getPolicyNo() + " 已存在，请勿重复添加");
                 }
             }
+             // 更新转介人
+             updatePolicyBrokerPolicyNo(policyBizId, policyFollow.getPolicyNo());
         }
         return true;
     }
+    private void updatePolicyBrokerPolicyNo(String policyBizId, String policyNo) {
+        // 更新转介人保单号
+        policyBrokerService.update(
+                new UpdateWrapper<PolicyBroker>()
+                        .set("policy_no", policyNo)
+                        .eq("policy_biz_id", policyBizId)
+                        .eq("is_deleted", 0)
+        );
+    }
    @Override
    @Transactional(rollbackFor = Exception.class)
    public Boolean changePolicyFollowStatus(ChangePolicyFollowStatusRequest changePolicyFollowStatusRequest, PolicyFollow policyFollow) {
@@ -531,6 +544,9 @@ public class PolicyFollowServiceImpl extends ServiceImpl<PolicyFollowMapper, Pol
                throw new BusinessException("保单号 " + policy.getPolicyNo() + " 已存在，请勿重复添加");
            }
+            // 更新转介人保单号
+            updatePolicyBrokerPolicyNo(policyBizId, policy.getPolicyNo());
            // 根据保单生成预计入账记录
            generateExpectedCommission(policyFollow, policy);
        }