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Commit 50631ce3 by jianan
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渠道发佣报表1

parent a4de4f7e
Showing with 104 additions and 4 deletions
yd-api/src/main/java/com/yd/api/agms/service/impl/AgmsFortuneServiceImpl.java
......@@ -979,6 +979,8 @@ public class AgmsFortuneServiceImpl implements AgmsFortuneService {
XSSFWorkbook wkb = new XSSFWorkbook();
// 保单发佣清算明细报表Sheet页
generateSheet2(wkb, fortuneIdList, fortuneIdList2);
// 对公渠道清算报表Sheet页
generateSheet3(wkb, info);
// 设置响应
String fn = "ZHB_SalaryReport_" + System.currentTimeMillis() + ".xlsx";
String headStr = "attachment; filename=\"" + fn + "\"";
......@@ -987,6 +989,23 @@ public class AgmsFortuneServiceImpl implements AgmsFortuneService {
return responseVO;
}
private void generateSheet3(XSSFWorkbook wkb, CommissionPayoutStatusQueryInfo info) {
XSSFSheet sheet3 = wkb.createSheet("对公渠道清算报表");
// 1.设置表头
String[] columnName = new String[]{"序号", "对账月", "投保人", "保单号", "保司", "保费", "产品", "承保时间", "年期",
"FYC%", "RYC%", "保单FYC", "保单RYC", "渠道",
"收款账户名称", "D01首年渠道服务费", "D02续年渠道服务费", "基本法属性", "D91渠道加扣款1", "D92渠道加扣款2"};
// 2.1 查询Sheet3数据
info.setChannelType("1");
List<CommissionPayoutStatus> commissionPayoutStatusList = agmsFortuneDalService.commissionPayoutStatusQuery(info);
List<Long> fortuneIdList = new ArrayList<>();
commissionPayoutStatusList.forEach(i -> fortuneIdList.add(i.getFortuneId()));
List<Map<String, Object>> dataList = agmsFortuneDalService.querySheet3Data(fortuneIdList);
// 3.填充数据
generateSheet(sheet3, columnName, dataList);
}
@Override
public CommissionPayoutStatusUpdateResponseVO commissionPayoutAddRemark(CommissionPayoutAddRemarkRequestVO requestVO) {
CommissionPayoutStatusUpdateResponseVO responseVO = new CommissionPayoutStatusUpdateResponseVO();
......@@ -1027,14 +1046,22 @@ public class AgmsFortuneServiceImpl implements AgmsFortuneService {
"R01-首年度直接销售佣金（旧）", "R02-续年度直接销售拥金(旧)", "R03-续年度辅导佣金(旧)", "R04-续年度绩效奖金(旧)",
"S1推荐人", "S2推荐人", "S2体系推荐率", "S2体系推荐奖金￥", "S3推荐人", "S3体系推荐率", "S3体系推荐奖金￥",
"S2育成人", "S2育成人职级", "S2育成奖金率", "S2育成金额", "S3育成人", "S3育成人职级", "S3育成奖金率", "S3育成金额",
"其它税前加扣款1", "其它税前加扣款2", "其它税前加扣款3", "其它税前加扣款4", "其它"};
"其它税前加扣款1", "其它税前加扣款2", "其它税前加扣款3", "其它税前加扣款4", "其它", "C11-独立经纪人展业津贴",
"D01-首年渠道服务费", "D02-续年渠道服务费", "D91-渠道加扣款1", "D92-渠道加扣款2"};
// 2.1 查询Sheet2数据
List<Map<String, Object>> dataList = agmsFortuneDalService.querySheet2Data(fortuneIdList, fortuneIdList2);
// 3.填充数据
generateSheet(sheet2, columnName, dataList);
}
private void generateSheet(XSSFSheet sheet2, String[] columnName, List<Map<String, Object>> dataList) {
// 1.创建表头
XSSFRow rownum = sheet2.createRow(0);
for (int j = 0; j < columnName.length; j++) {
rownum.createCell(j).setCellValue(columnName[j]);
}
// 2.查询Sheet2数据
List<Map<String, Object>> dataList = agmsFortuneDalService.querySheet2Data(fortuneIdList, fortuneIdList2);
// 将结果集中的推荐人、体系等id替换为中文
// 2.将结果集中的推荐人、体系等id替换为中文
if (CollectionUtils.isNotEmpty(dataList)) {
exportSalaryDetailsSheet2queryOrganization(dataList);
}
......@@ -1052,6 +1079,7 @@ public class AgmsFortuneServiceImpl implements AgmsFortuneService {
}
}
private void exportSalaryDetailsSheet2queryOrganization(List<Map<String, Object>> list) {
List<AclPractitioner> aclPractitionerList = aclPractitionerDALService.findAll();
......
yd-api/src/main/java/com/yd/dal/mapper/agms/AgmsFortuneMapper.java
......@@ -53,4 +53,11 @@ public interface AgmsFortuneMapper {
List<Long> querySalePractitionerFortune1(List<Long> fortuneIdList);
void commissionPayoutAddRemark(CommissionPayoutAddRemarkRequestVO requestVO);
/**
* 对公渠道清算报表
* @param fortuneIdList
* @return
*/
List<Map<String, Object>> querySheet3Data(List<Long> fortuneIdList);
}
yd-api/src/main/java/com/yd/dal/service/agms/AgmsFortuneDALService.java
......@@ -53,4 +53,6 @@ public interface AgmsFortuneDALService {
List<Long> querySalePractitionerFortune1(List<Long> fortuneIdList);
void commissionPayoutAddRemark(CommissionPayoutAddRemarkRequestVO requestVO);
List<Map<String, Object>> querySheet3Data(List<Long> fortuneIdList);
}
yd-api/src/main/java/com/yd/dal/service/agms/impl/AgmsFortuneDALServiceImpl.java
......@@ -103,4 +103,9 @@ public class AgmsFortuneDALServiceImpl implements AgmsFortuneDALService {
fortune.setUpdatedAt(new Date());
aclCustomerFortuneMapper.updateByPrimaryKeySelective(fortune);
}
@Override
public List<Map<String, Object>> querySheet3Data(List<Long> fortuneIdList) {
return agmsFortuneMapper.querySheet3Data(fortuneIdList);
}
}
yd-api/src/main/resources/mapper/agms/AgmsFortuneMapper.xml
......@@ -808,6 +808,13 @@
sum(case when drop_option_code ='C97' then f.referral_amount else null end) as '90' /*其它税前加扣款3*/,
sum(case when drop_option_code ='C98' then f.referral_amount else null end) as '91' /*其它税前加扣款4*/,
sum(case when drop_option_code ='C99' then f.referral_amount else null end) as '92' /*其它*/,
sum(case when drop_option_code ='C11' then f.referral_amount else null end) as '93' /*C11-独立经纪人展业津贴*/,
sum(case when drop_option_code ='D01' then f.referral_amount else null end) as '94' /*D01-首年渠道服务费*/,
sum(case when drop_option_code ='D02' then f.referral_amount else null end) as '95' /*D02-续年渠道服务费*/,
sum(case when drop_option_code ='D91' then f.referral_amount else null end) as '96' /*D91-渠道加扣款1*/,
sum(case when drop_option_code ='D92' then f.referral_amount else null end) as '97' /*D92-渠道加扣款2*/,
f.order_id,
l.customer_id
FROM ag_acl_customer_fortune f
......@@ -944,6 +951,12 @@
null as '91' /*其它税前加扣款4*/,
null as '92' /*其它*/,
null as '93' /*C11-独立经纪人展业津贴*/,
null as '94' /*D01-首年渠道服务费*/,
null as '95' /*D02-续年渠道服务费*/,
null as '96' /*D91-渠道加扣款1*/,
null as '97' /*D92-渠道加扣款2*/,
f.order_id,
f.customer_id
......@@ -961,6 +974,51 @@
ORDER BY '2'
</select>
<select id="querySheet3Data" resultType="java.util.LinkedHashMap">
select
(SELECT t.commission_time FROM ag_po_order_commission t WHERE
t.commission_status='2' and t.commission_type='1'
and t.order_id=f.order_id and t.commission_period=f.commission_period limit 1 ) '0' /*对账月*/,
(select name from ag_acl_policyholder where order_id = f.order_id and type=2) '1',
o.policy_no '2',
i.name '3' /*保司*/,
o.order_price '4' ,
if(p.name is not null, p.name, (select tp.name from ag_product_plan tp where tp.id = o.plan_id)) '5' /*产品*/,
o.underwriting_date '6',
CONCAT(o.payment_term, (case o.payment_term_unit when 'Y' then '年' when 'M' then '月' else '年' END)) '7',
if(o.fyc_rate,o.fyc_rate,'') '8' /*'FYC%'*/,
if(f.commission_period!=1,f.fyc_rate,'') '9' /*'RYC%'*/,
o.fyc_amount '10'/*保单FYC*/,
if(f.commission_period!=1,f.fyc_amount,'') '11' /*保单RYC*/,
cn.name '12' /*渠道*/,
cn.account_no as '13' /*收款账户名称*/,
sum(case when f.drop_option_code ='D01' then f.referral_amount else null end) '14' /*D01首年渠道服务费*/,
sum(case when f.drop_option_code ='D02' then f.referral_amount else null end) '15' /*D02续年渠道服务费*/,
if(o.settlement_rule_type=1,'简单基本法','标准基本法') '16' /*基本法属性*/,
sum(case when f.drop_option_code ='D91' then f.referral_amount else null end) as '17' /*D91渠道加扣款1*/,
sum(case when f.drop_option_code ='D92' then f.referral_amount else null end) as '18' /*D92渠道加扣款2*/,
f.order_id,
f.channel_id
FROM ag_acl_customer_fortune f
LEFT JOIN ag_acl_channel_new cn on cn.customer_id = f.customer_id
LEFT JOIN ag_acl_practitioner pra on pra.customer_id = f.customer_id
LEFT JOIN ag_acl_practitioner_setting ps on ps.practitioner_id = pra.id
LEFT JOIN ag_md_drop_options op1 ON op1.id = ps.practitioner_level
LEFT JOIN ag_po_order o on o.id = f.order_id
LEFT JOIN ag_acl_insurer i on i.id = o.insurer_id
LEFT JOIN ag_product p on p.id = o.product_id
WHERE
f.channel_type = '1'
AND f.id in <foreach collection="list" item="item" open="(" separator="," close=")"> #{item,jdbcType=BIGINT} </foreach>
GROUP BY f.order_id, f.channel_id
ORDER BY '2'
</select>
<select id="querySalePractitionerFortune1" parameterType="list" resultType="Long">
SELECT f.id
FROM ag_acl_customer_fortune f
......
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