feat: 계약 승계(contract succession) — 유지수수료 귀속 후임 전환 (V86)
설계사 해촉/이관 시 보험계약의 유지수수료 귀속을 승계월 기준 후임 설계사로 전환. 모집수수료는 원 모집설계사 귀속 유지(고아계약 승계 표준). - DB V86: contract_succession 테이블 + 인덱스 + 메뉴/권한(GRP_PRD) + 공통코드 2그룹 + 테스트데이터 1건 - core: ContractSuccession VO/Resp/SaveReq/SearchParam + Mapper(.java/.xml) selectEffectiveSuccessions(settleMonth): 계약별 최근 ACTIVE 승계 1건 (DISTINCT ON) - api: ContractSuccessionService/Controller (/api/contract-successions, CRUD+cancel) - batch: CalcMaintainStep 이 effective 승계 사전로드(N+1 회피) 후 effectiveAgentId 결정, CommissionCalculator.calcMaintainLedger 오버로드로 후임 등급 payout + ledger agent_id 후임 기록. AggregateStep 은 ledger agent_id 집계라 무변경. - frontend: api/succession.ts + ContractSuccessions.tsx + App.tsx 라우트 검증: 5모듈 compileJava SUCCESS / ga-frontend tsc 0 / Flyway v86 적용 / API CRUD+cancel+from==to 가드(E411) 라이브 PASS / resolver 쿼리 라이브 검증(계약1→후임 agent2). 배치 풀잡 e2e 는 정산월 원장 재생성(파괴적)이라 미실행. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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@@ -32,6 +32,7 @@ import AgentTrainings from '@/pages/agent/AgentTrainings';
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// ── P4: 계약 운영 ────────────────────────────────────
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import ContractEndorsements from '@/pages/contracts/ContractEndorsements';
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import ContractSuccessions from '@/pages/contracts/ContractSuccessions';
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import Complaints from '@/pages/contracts/Complaints';
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// ── P4: 시스템 ──────────────────────────────────────
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@@ -191,6 +192,7 @@ export default function App() {
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{/* P4: 계약 운영 */}
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<Route path="contracts/endorsements" element={<ContractEndorsements />} />
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<Route path="contracts/successions" element={<ContractSuccessions />} />
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<Route path="contracts/complaints" element={<Complaints />} />
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{/* P4: 시스템 */}
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@@ -0,0 +1,50 @@
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import api, { PageResponse, unwrap } from './request';
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export interface ContractSuccessionRow extends Record<string, unknown> {
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successionId: number;
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contractId: number;
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policyNo: string;
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fromAgentId: number;
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fromAgentName: string;
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toAgentId: number;
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toAgentName: string;
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successionDate: string;
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reason: string; // TERMINATION / TRANSFER / REASSIGN
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reasonName: string;
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memo?: string;
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status: string; // ACTIVE / CANCELED
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statusName: string;
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createdAt: string;
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}
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export interface ContractSuccessionSaveReq {
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contractId: number;
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fromAgentId: number;
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toAgentId: number;
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successionDate: string;
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reason?: string;
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memo?: string;
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}
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export interface SuccessionSearchParam {
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contractId?: number;
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fromAgentId?: number;
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toAgentId?: number;
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reason?: string;
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status?: string;
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pageNum?: number;
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pageSize?: number;
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}
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export const successionApi = {
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list: (p: SuccessionSearchParam) =>
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unwrap<PageResponse<ContractSuccessionRow>>(
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api.get('/api/contract-successions', { params: p }),
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),
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create: (body: ContractSuccessionSaveReq) =>
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unwrap<number>(api.post('/api/contract-successions', body)),
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cancel: (id: number) =>
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unwrap<void>(api.post(`/api/contract-successions/${id}/cancel`)),
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delete: (id: number) =>
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unwrap<void>(api.delete(`/api/contract-successions/${id}`)),
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};
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@@ -0,0 +1,148 @@
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import { useState } from 'react';
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import { Alert, Form, Input, InputNumber, Modal, Select, Tag, message } from 'antd';
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import { ProCard } from '@ant-design/pro-components';
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import { useQuery, useQueryClient } from '@tanstack/react-query';
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import type { ColDef } from '@ag-grid-community/core';
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import PageContainer from '@/components/common/PageContainer';
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import SearchForm from '@/components/common/SearchForm';
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import DataGrid from '@/components/common/DataGrid';
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import PermissionButton from '@/components/common/PermissionButton';
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import CodeBadge from '@/components/common/CodeBadge';
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import { successionApi, ContractSuccessionRow, ContractSuccessionSaveReq, SuccessionSearchParam } from '@/api/succession';
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import { GRAY, RADIUS, SHADOW } from '@/theme/tokens';
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const COLUMNS: ColDef<ContractSuccessionRow>[] = [
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{ field: 'policyNo', headerName: '증권번호', width: 150, pinned: 'left' },
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{ field: 'fromAgentName', headerName: '전임 설계사', width: 130 },
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{ field: 'toAgentName', headerName: '후임 설계사', width: 130 },
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{ field: 'successionDate', headerName: '승계일', width: 120 },
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{
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field: 'reason', headerName: '사유', width: 110,
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cellRenderer: (p: { value: string }) => <CodeBadge groupCode="SUCCESSION_REASON" value={p.value} />,
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},
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{ field: 'memo', headerName: '메모', flex: 1 },
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{
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field: 'status', headerName: '상태', width: 100,
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cellRenderer: (p: { value: string }) =>
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p.value === 'CANCELED'
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? <Tag color="default" style={{ margin: 0 }}>취소</Tag>
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: <Tag color="green" style={{ margin: 0, fontWeight: 700 }}>유효</Tag>,
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},
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{ field: 'createdAt', headerName: '등록일', width: 120 },
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];
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export default function ContractSuccessions() {
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const qc = useQueryClient();
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const [params, setParams] = useState<SuccessionSearchParam>({ pageSize: 100 });
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const [createOpen, setCreateOpen] = useState(false);
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const [form] = Form.useForm();
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const { data, isLoading, isError } = useQuery({
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queryKey: ['successions', params],
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queryFn: () => successionApi.list(params),
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retry: false,
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});
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const rows = data?.list ?? [];
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const handleCreate = async () => {
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const values = await form.validateFields() as ContractSuccessionSaveReq;
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try {
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await successionApi.create(values);
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message.success('계약 승계 등록 완료');
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qc.invalidateQueries({ queryKey: ['successions'] });
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setCreateOpen(false);
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form.resetFields();
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} catch { /* handled by interceptor */ }
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};
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const handleCancel = (id: number) => Modal.confirm({
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title: '승계 취소',
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content: '이 승계를 취소합니다. 이후 정산월부터 유지수수료는 다시 직전 귀속 설계사에게 계산됩니다.',
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okText: '취소 처리',
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cancelText: '닫기',
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onOk: async () => {
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await successionApi.cancel(id);
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message.success('승계 취소 완료');
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qc.invalidateQueries({ queryKey: ['successions'] });
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},
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});
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return (
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<PageContainer
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title="계약 승계 관리"
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description="설계사 해촉·이관 시 보험계약의 유지수수료 귀속 설계사를 후임으로 전환 (모집수수료는 원 설계사 귀속 유지)"
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extra={
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<PermissionButton menuCode="CONTRACT_SUCCESSION" permCode="CREATE" type="primary" onClick={() => setCreateOpen(true)}>
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+ 승계 등록
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</PermissionButton>
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}
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>
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{isError && (
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<Alert type="warning" showIcon message="API 미응답" description="/api/contract-successions 를 확인하세요." style={{ marginBottom: 16 }} />
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)}
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<SearchForm
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conditions={[
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{ type: 'code', name: 'reason', label: '사유', groupCode: 'SUCCESSION_REASON', span: 6 },
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{ type: 'code', name: 'status', label: '상태', groupCode: 'SUCCESSION_STATUS', span: 6 },
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]}
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onSearch={(v) => setParams({ ...v as SuccessionSearchParam, pageSize: 100 })}
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onReset={() => setParams({ pageSize: 100 })}
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/>
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<ProCard style={{ background: '#fff', borderRadius: RADIUS.lg, border: `1px solid ${GRAY[100]}`, boxShadow: SHADOW.sm }}>
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<DataGrid<ContractSuccessionRow>
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rows={rows}
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columns={[
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...COLUMNS,
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{
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headerName: '액션', width: 110, pinned: 'right',
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cellRenderer: (p: { data: ContractSuccessionRow }) => (
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<PermissionButton
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menuCode="CONTRACT_SUCCESSION" permCode="UPDATE" size="small" danger
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disabled={p.data.status === 'CANCELED'}
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onClick={() => handleCancel(p.data.successionId)}
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>
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취소
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</PermissionButton>
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),
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},
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]}
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loading={isLoading}
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height={600}
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rowKey="successionId"
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/>
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</ProCard>
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<Modal title="계약 승계 등록" open={createOpen} onOk={handleCreate} onCancel={() => setCreateOpen(false)} okText="등록" cancelText="취소">
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<Form form={form} layout="vertical" initialValues={{ reason: 'TERMINATION' }}>
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<Form.Item name="contractId" label="계약 ID" rules={[{ required: true }]}>
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<InputNumber style={{ width: '100%' }} placeholder="contract_id" />
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</Form.Item>
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<Form.Item name="fromAgentId" label="전임 설계사 ID" rules={[{ required: true }]}>
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<InputNumber style={{ width: '100%' }} />
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</Form.Item>
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<Form.Item name="toAgentId" label="후임 설계사 ID" rules={[{ required: true }]}>
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<InputNumber style={{ width: '100%' }} />
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</Form.Item>
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<Form.Item name="successionDate" label="승계일" rules={[{ required: true }]}>
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<Input placeholder="YYYY-MM-DD" />
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</Form.Item>
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<Form.Item name="reason" label="사유" rules={[{ required: true }]}>
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<Select
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options={[
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{ value: 'TERMINATION', label: '해촉' },
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{ value: 'TRANSFER', label: '이관' },
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{ value: 'REASSIGN', label: '재배정' },
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]}
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/>
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</Form.Item>
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<Form.Item name="memo" label="메모">
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<Input.TextArea rows={3} />
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</Form.Item>
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</Form>
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</Modal>
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</PageContainer>
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);
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}
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