前端对接问题修复9

1a0fff19 · jianan · 42a22807 · 1a0fff19 · 1a0fff19 · 1a0fff19
Commit 1a0fff19 authored Dec 30, 2025 by jianan
15 changed files
--- a/yd-csf-api/src/main/java/com/yd/csf/api/controller/ApiCommissionController.java
+++ b/yd-csf-api/src/main/java/com/yd/csf/api/controller/ApiCommissionController.java
@@ -98,12 +98,14 @@ public class ApiCommissionController {
        // 根据来佣检核年月查询是否已存在来佣记录
        List<Commission> existingCommissions = commissionService.list(new QueryWrapper<Commission>()
                .eq("reconciliation_year_month", reconciliationYearMonth));
+        if (CollectionUtils.isNotEmpty(existingCommissions)) {
            boolean isAllCompareSuccess = existingCommissions.stream()
                    .allMatch(commission -> commission.getStatus().equals(CommissionStatusEnum.COMPARE_SUCCESS.getItemValue()));
            if (isAllCompareSuccess) {
                // 所有来佣记录都已检核成功，不允许上传新记录
                throw new BusinessException(ResultCode.PARAMS_ERROR.getCode(), "当前来佣检核年月所有记录都已检核成功，不允许上传新记录，若需更新请手动操作");
            }
+        }
        // 数据完整性校验
        validateCommissionUpload(dataList);
@@ -113,14 +115,15 @@ public class ApiCommissionController {
                .map(CommissionExcelDTO::getPolicyNo)
                .filter(StringUtils::isNotBlank)
                .collect(Collectors.toSet());
-        Map<String, PolicyFollow> policyFollowMap = policyFollowService.list(new LambdaQueryWrapper<PolicyFollow>().in(PolicyFollow::getPolicyNo, policyNos))
+        List<PolicyFollow> policyFollows = policyFollowService.list(new LambdaQueryWrapper<PolicyFollow>()
-                .stream().collect(Collectors.toMap(PolicyFollow::getPolicyNo, policyFollow -> policyFollow));
+                .in(PolicyFollow::getPolicyNo, policyNos)
+                .select(PolicyFollow::getPolicyNo));
+        Set<String> existingPolicyNos = policyFollows.stream().map(PolicyFollow::getPolicyNo).collect(Collectors.toSet());
        StringBuilder errorMsg = new StringBuilder();
        for (CommissionExcelDTO excelDTO : dataList) {
            if (StringUtils.isNotBlank(excelDTO.getPolicyNo())) {
-                PolicyFollow policyFollow = policyFollowMap.get(excelDTO.getPolicyNo());
+                if (!existingPolicyNos.contains(excelDTO.getPolicyNo())) {
-                if (ObjectUtils.isEmpty(policyFollow)) {
                    errorMsg.append("第").append(dataList.indexOf(excelDTO) + 1).append("行保单不存在");
                }
            }
@@ -228,13 +231,13 @@ public class ApiCommissionController {
    }
    /**
-     * 创建保单来佣
+     * 新增入账
     *
     * @param customerAddRequest
     * @param request
     * @return
     */
-    @Operation(summary = "创建保单来佣")
+    @Operation(summary = "新增入账")
    @PostMapping("/add")
    public Result<Boolean> addCommission(@RequestBody CommissionAddRequest customerAddRequest, HttpServletRequest request) {
        if (customerAddRequest == null || StringUtils.isBlank(customerAddRequest.getPolicyNo())) {
@@ -244,17 +247,17 @@ public class ApiCommissionController {
    }
    /**
-     * 批量新增保单来佣
+     * 批量新增入账
     *
     * @param customerAddRequestList
     * @param request
     * @return
     */
-    @Operation(summary = "批量新增保单来佣")
+    @Operation(summary = "批量新增入账")
    @PostMapping("/addBatch")
-    public Result<Boolean> addCommissionBatch(@RequestBody List<CommissionAddRequest> customerAddRequestList, HttpServletRequest request) {
+    public Result<List<Commission>> addCommissionBatch(@RequestBody List<CommissionAddRequest> customerAddRequestList, HttpServletRequest request) {
        if (CollectionUtils.isEmpty(customerAddRequestList)) {
-            return Result.fail(ResultCode.PARAMS_ERROR.getCode(), "来佣数据不能为空");
+            return Result.fail(ResultCode.PARAMS_ERROR.getCode(), "入账数据不能为空");
        }
        return Result.success(commissionService.addCommissionBatch(customerAddRequestList));
    }

--- a/yd-csf-api/src/main/java/com/yd/csf/api/controller/ApiFortuneController.java
+++ b/yd-csf-api/src/main/java/com/yd/csf/api/controller/ApiFortuneController.java
@@ -15,15 +15,19 @@ import com.yd.common.utils.RandomStringGenerator;
 import com.yd.csf.api.dto.FortuneImportDTO;
 import com.yd.csf.service.common.ErrorCode;
 import com.yd.csf.service.dto.*;
+import com.yd.csf.service.model.Commission;
 import com.yd.csf.service.model.Fortune;
 import com.yd.csf.service.model.FortuneAccount;
 import com.yd.csf.service.model.FortuneAccountEditRecord;
 import com.yd.csf.service.service.FortuneAccountEditRecordService;
 import com.yd.csf.service.service.FortuneAccountService;
 import com.yd.csf.service.service.FortuneService;
+import com.yd.csf.service.vo.CommissionVO;
+import com.yd.csf.service.vo.FortuneVO;
 import io.swagger.v3.oas.annotations.Operation;
 import io.swagger.v3.oas.annotations.tags.Tag;
 import org.apache.commons.collections4.CollectionUtils;
+import org.apache.commons.lang3.ObjectUtils;
 import org.apache.commons.lang3.StringUtils;
 import org.slf4j.Logger;
 import org.slf4j.LoggerFactory;
@@ -506,4 +510,29 @@ public class ApiFortuneController {
        }
        return Result.success(fortuneService.getFortuneStatistics(statisticsRequest.getFortuneIdList()));
    }
+    /**
+     * 出账记录
+     *
+     * @param fortuneQueryRequest
+     * @param request
+     * @return
+     */
+    @PostMapping("/pageByExpectedFortuneBizId")
+    @Operation(summary = "出账记录")
+    public Result<Page<FortuneVO>> pageByExpectedFortuneBizId(@RequestBody FortuneQueryRequest fortuneQueryRequest,
+                                                      HttpServletRequest request) {
+        if (ObjectUtils.isEmpty(fortuneQueryRequest.getExpectedFortuneBizId())) {
+            return Result.fail(ResultCode.PARAMS_ERROR.getCode(), "expectedFortuneBizId 不能为空");
+        }
+        long current = fortuneQueryRequest.getPageNo();
+        long size = fortuneQueryRequest.getPageSize();
+        // 查询列表数据
+        QueryWrapper<Fortune> queryWrapper = new QueryWrapper<>();
+        queryWrapper.eq("expected_fortune_biz_id", fortuneQueryRequest.getExpectedFortuneBizId());
+        Page<Fortune> fortunePage = fortuneService.page(new Page<>(current, size),
+                queryWrapper);
+        // 组装返回值
+        return Result.success(fortuneService.getFortuneVOPage(fortunePage));
+    }
 }
--- a/yd-csf-api/src/main/java/com/yd/csf/api/controller/ApiPolicyFollowController.java
+++ b/yd-csf-api/src/main/java/com/yd/csf/api/controller/ApiPolicyFollowController.java
@@ -12,6 +12,7 @@ import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
 import com.yd.auth.core.dto.AuthUserDto;
 import com.yd.auth.core.utils.SecurityUtil;
 import com.yd.common.enums.CommonEnum;
+import com.yd.common.enums.ResultCode;
 import com.yd.common.exception.BusinessException;
 import com.yd.common.result.Result;
 import com.yd.common.utils.RandomStringGenerator;
@@ -44,6 +45,7 @@ import javax.annotation.Resource;
 import javax.servlet.ServletOutputStream;
 import javax.servlet.http.HttpServletRequest;
 import javax.servlet.http.HttpServletResponse;
+import java.math.BigDecimal;
 import java.text.DecimalFormat;
 import java.text.ParseException;
 import java.util.*;
@@ -128,7 +130,11 @@ public class ApiPolicyFollowController {
        List<PolicyExcelDTO> dtoList = policyDataListener.getList();
        // 校验保单号是否存在
-        String validateMsg = validate(dtoList);
+        String validateMsg = validatePolicyNo(dtoList);
+        if (StringUtils.isNotBlank(validateMsg)) return Result.fail(ErrorCode.OPERATION_ERROR.getCode(), validateMsg);
+        // 校验必填字段是否为空
+        validateMsg = validateField(dtoList);
        if (StringUtils.isNotBlank(validateMsg)) return Result.fail(ErrorCode.OPERATION_ERROR.getCode(), validateMsg);
        // 保存对账公司
@@ -206,7 +212,7 @@ public class ApiPolicyFollowController {
        return allCompanies;
    }
-    private String validate(List<PolicyExcelDTO> dtoList) {
+    private String validatePolicyNo(List<PolicyExcelDTO> dtoList) {
        String validateMsg = "";
        // 校验保单号是否为空
        if (dtoList.isEmpty()) {
@@ -229,6 +235,35 @@ public class ApiPolicyFollowController {
        return validateMsg;
    }
+    private String validateField(List<PolicyExcelDTO> dataList) {
+        String validateMsg = "";
+        // 校验必填字段是否为空
+        for (PolicyExcelDTO excelDTO : dataList) {
+            if (StringUtils.isBlank(excelDTO.getPolicyNo())) {
+                validateMsg = "第" + (dataList.indexOf(excelDTO) + 1) + "行保单号为空\n";
+            }
+            if (StringUtils.isBlank(excelDTO.getReconciliationCompany())) {
+                validateMsg = "第" + (dataList.indexOf(excelDTO) + 1) + "行对账公司为空\n";
+            }
+            if (StringUtils.isBlank(excelDTO.getProductName())) {
+                validateMsg = "第" + (dataList.indexOf(excelDTO) + 1) + "行产品名称为空\n";
+            }
+            if (StringUtils.isBlank(excelDTO.getInsuranceCompany())) {
+                validateMsg = "第" + (dataList.indexOf(excelDTO) + 1) + "行保险公司为空\n";
+            }
+            if (StringUtils.isBlank(excelDTO.getPolicyHolder())) {
+                validateMsg = "第" + (dataList.indexOf(excelDTO) + 1) + "行保单持有人为空\n";
+            }
+            if (StringUtils.isBlank(excelDTO.getInsured())) {
+                validateMsg = "第" + (dataList.indexOf(excelDTO) + 1) + "行受保人为空\n";
+            }
+            if (StringUtils.isBlank(excelDTO.getInitialPremium())) {
+                validateMsg = "第" + (dataList.indexOf(excelDTO) + 1) + "行首期保费为空\n";
+            }
+        }
+        return validateMsg;
+    }
    private List<PolicyFollowDTO> convertToObj(List<PolicyExcelDTO> list, Map<String, String> reconciliationCompanyMap) throws ParseException {
        List<PolicyFollowDTO> policyFollowDTOList = new ArrayList<>();
@@ -262,7 +297,7 @@ public class ApiPolicyFollowController {
                policyFollow.setStatus(policyFollowStatusEnum.getItemValue());
            }
            policyFollow.setReconciliationCompanyBizId(reconciliationCompanyMap.get(policyExcelDTO.getReconciliationCompany()));
-            if (policyFollow.getEffectiveDate()!= null && policyFollow.getCoolingOffDays() != null) {
+            if (policyFollow.getEffectiveDate() != null && policyFollow.getCoolingOffDays() != null) {
                policyFollow.setCoolingOffEndDate(DateUtil.offset(policyFollow.getEffectiveDate(), DateField.DAY_OF_MONTH, policyFollow.getCoolingOffDays()));
            }
            // 获取币种字典值
@@ -486,7 +521,6 @@ public class ApiPolicyFollowController {
        }
        // 获取封装类
        return Result.success(policyFollowService.getPolicyFollowVO(policyFollow));
    }

--- a/yd-csf-api/src/main/resources/bootstrap.yml
+++ b/yd-csf-api/src/main/resources/bootstrap.yml
@@ -44,7 +44,7 @@ spring:
      # 配置中心
      config:
        # 命名空间id(此处不用public,因public初始化的空间, id为空)
-        namespace: b3b01715-eb85-4242-992a-5aff03d864d4
+        namespace: d12af3c4-9058-4a28-b997-256561b86f75
        # nacos的ip地址和端口
        server-addr: 139.224.145.34:8848
        # 这个就表示 在我们nacos命名空间id为 dev中 有一个data-id 为 demo-service.yml 的配置文件 读取这个里面的配置

--- a/yd-csf-service/src/main/java/com/yd/csf/service/component/CommissionAsyncService.java
+++ b/yd-csf-service/src/main/java/com/yd/csf/service/component/CommissionAsyncService.java
@@ -50,10 +50,10 @@ public class CommissionAsyncService {
                hasPolicyNoList.add(entity);
            }
        }
-        if (CollectionUtils.isEmpty(hasPolicyNoList)) {
+        if (CollectionUtils.isNotEmpty(hasPolicyNoList)) {
            normalBatch(hasPolicyNoList);
        }
-        if (CollectionUtils.isEmpty(noPolicyNoList)) {
+        if (CollectionUtils.isNotEmpty(noPolicyNoList)) {
            noPolicyNoBatch(noPolicyNoList);
        }
    }

--- a/yd-csf-service/src/main/java/com/yd/csf/service/dto/CommissionAddRequest.java
+++ b/yd-csf-service/src/main/java/com/yd/csf/service/dto/CommissionAddRequest.java
@@ -11,34 +11,23 @@ import java.util.Date;
 @Data
 public class CommissionAddRequest implements Serializable {
    /**
-     * 入账检核年月 yyyy-MM
+     * 检核年月
     */
-    @Schema(description = "入账检核年月 yyyy-MM", requiredMode = Schema.RequiredMode.REQUIRED)
+    @Schema(description = "检核年月")
+    @JsonFormat(pattern = "yyyy-MM")
    private String reconciliationYearMonth;
    /**
-     * 保单号
+     * 应收款类型 R=关联保单应收单 U=非关联保单应收单
-     */
-    @Schema(description = "保单号", requiredMode = Schema.RequiredMode.REQUIRED)
-    private String policyNo;
-     /**
-     * 保费
     */
-    @Schema(description = "保费", requiredMode = Schema.RequiredMode.REQUIRED)
+    @Schema(description = "应收款类型 R=关联保单应收单 U=非关联保单应收单", requiredMode = Schema.RequiredMode.REQUIRED)
-    private String premium;
+    private String commissionBizType;
    /**
-     * 对账公司
+     * 保单号
-     */
-    @Schema(description = "对账公司", requiredMode = Schema.RequiredMode.REQUIRED)
-    private String reconciliationCompany;
-    /**
-     * 对账公司业务id
     */
-    @Schema(description = "对账公司业务id")
+    @Schema(description = "保单号", requiredMode = Schema.RequiredMode.REQUIRED)
-    private String reconciliationCompanyBizId;
+    private String policyNo;
    /**
     * 佣金期数(1=第一年; 2=第二年; 3=第三年; 4=第四年; 5=第五年)
@@ -47,44 +36,44 @@ public class CommissionAddRequest implements Serializable {
    private Integer commissionPeriod;
    /**
-     * 总来佣期数
+     * 总期数
     */
-    @Schema(description = "总来佣期数")
+    @Schema(description = "总期数")
    private Integer totalPeriod;
    /**
-     * 来佣名称(1:销售拥金;2:销售奖金;3:销售津贴;4:续期佣金;5:服务津贴;等等)
+     * 入账项目名称(1:销售拥金;2:销售奖金;3:销售津贴;4:续期佣金;5:服务津贴;等等)
     */
-    @Schema(description = "来佣名称(1:销售拥金;2:销售奖金;3:销售津贴;4:续期佣金;5:服务津贴;等等)", requiredMode = Schema.RequiredMode.REQUIRED)
+    @Schema(description = "入账项目名称(1:销售拥金;2:销售奖金;3:销售津贴;4:续期佣金;5:服务津贴;等等)", requiredMode = Schema.RequiredMode.REQUIRED)
    private String commissionName;
    /**
-     * 来佣类型(1:销售拥金;2:销售奖金;3:销售津贴;4:续期佣金;5:服务津贴;等等)
+     * 入账项目类型(1:销售拥金;2:销售奖金;3:销售津贴;4:续期佣金;5:服务津贴;等等)
     */
-    @Schema(description = "来佣类型(1:销售拥金;2:销售奖金;3:销售津贴;4:续期佣金;5:服务津贴;等等)")
+    @Schema(description = "入账项目类型(1:销售拥金;2:销售奖金;3:销售津贴;4:续期佣金;5:服务津贴;等等)", requiredMode = Schema.RequiredMode.REQUIRED)
    private String commissionType;
    /**
-     * 来佣金额
+     * 入账金额
     */
-    @Schema(description = "来佣金额", requiredMode = Schema.RequiredMode.REQUIRED)
+    @Schema(description = "入账金额", requiredMode = Schema.RequiredMode.REQUIRED)
    private BigDecimal amount;
    /**
-     * 来佣币种
+     * 入账币种
     */
-    @Schema(description = "来佣币种", requiredMode = Schema.RequiredMode.REQUIRED)
+    @Schema(description = "入账币种", requiredMode = Schema.RequiredMode.REQUIRED)
    private String currency;
    /**
     * 结算汇率
     */
-    @Schema(description = "结算汇率")
+    @Schema(description = "结算汇率", requiredMode = Schema.RequiredMode.REQUIRED)
    private String exchangeRate;
    /**
-     * 来佣日期
+     * 入账日（实）
     */
-    @Schema(description = "来佣日期", requiredMode = Schema.RequiredMode.REQUIRED, format = "yyyy-MM-dd")
+    @Schema(description = "入账日（实）", requiredMode = Schema.RequiredMode.REQUIRED, format = "yyyy-MM-dd")
    @JsonFormat(pattern = "yyyy-MM-dd", timezone = "GMT+8")
    private Date commissionDate;

--- a/yd-csf-service/src/main/java/com/yd/csf/service/dto/FortuneAddRequest.java
+++ b/yd-csf-service/src/main/java/com/yd/csf/service/dto/FortuneAddRequest.java
@@ -16,21 +16,33 @@ public class FortuneAddRequest implements Serializable {
    private String reconciliationYearMonth;
    /**
+     * 应付款类型 R-关联保单应付款 U-非关联保单应付款
+     */
+    @Schema(description = "应付款类型 R-关联保单应付款 U-非关联保单应付款", requiredMode = Schema.RequiredMode.REQUIRED)
+    private String fortuneBizType;
+    /**
     * 保单号
     */
-    @Schema(description = "保单号", requiredMode = Schema.RequiredMode.REQUIRED)
+    @Schema(description = "保单号")
    private String policyNo;
    /**
-     * 发佣期数(1=第一年; 2=第二年; 3=第三年; 4=第四年; 5=第五年)
+     * 出账状态 0=待出账 1=可出账 2=已出账
+     */
+    @Schema(description = "出账状态 0=待出账 1=可出帐，待检核 2=完成出账 3=部分出账 4=保留 5=已失效 6=可出帐，检核完成 7=未找到当前预计发佣对应的来佣, 字典值: csf_expected_fortune_status", requiredMode = Schema.RequiredMode.REQUIRED)
+    private String status;
+    /**
+     * 出账期数(1=第一年; 2=第二年; 3=第三年; 4=第四年; 5=第五年)
     */
-    @Schema(description = "发佣期数(1=第一年; 2=第二年; 3=第三年; 4=第四年; 5=第五年)", requiredMode = Schema.RequiredMode.REQUIRED)
+    @Schema(description = "出账期数(1=第一年; 2=第二年; 3=第三年; 4=第四年; 5=第五年)", requiredMode = Schema.RequiredMode.REQUIRED)
    private Integer fortunePeriod;
    /**
-     * 发佣总期数
+     * 出账总期数
     */
-    @Schema(description = "发佣总期数", requiredMode = Schema.RequiredMode.REQUIRED)
+    @Schema(description = "出账总期数")
    private Integer fortuneTotalPeriod;
    /**
@@ -58,39 +70,39 @@ public class FortuneAddRequest implements Serializable {
    private String teamBizId;
    /**
-     * 发佣名称
+     * 出账项目名称
     */
-    @Schema(description = "发佣名称", requiredMode = Schema.RequiredMode.REQUIRED)
+    @Schema(description = "出账项目名称", requiredMode = Schema.RequiredMode.REQUIRED)
    private String fortuneName;
    /**
-     * 发佣类型
+     * 出账项目类型
     */
-    @Schema(description = "发佣类型")
+    @Schema(description = "出账项目类型", requiredMode = Schema.RequiredMode.REQUIRED)
    private String fortuneType;
    /**
-     * 发佣金额
+     * 出账金额
     */
-    @Schema(description = "发佣金额", requiredMode = Schema.RequiredMode.REQUIRED)
+    @Schema(description = "出账金额", requiredMode = Schema.RequiredMode.REQUIRED)
    private BigDecimal amount;
    /**
-     * 发佣币种
+     * 出账币种
     */
-    @Schema(description = "发佣币种", requiredMode = Schema.RequiredMode.REQUIRED)
+    @Schema(description = "出账币种", requiredMode = Schema.RequiredMode.REQUIRED)
    private String currency;
    /**
-     * 发佣日期
+     * 出账日期
     */
-    @Schema(description = "发佣日期", requiredMode = Schema.RequiredMode.REQUIRED)
+    @Schema(description = "出账日期", requiredMode = Schema.RequiredMode.REQUIRED)
    private Date payoutDate;
    /**
-     * 发佣备注
+     * 出账备注
     */
-    @Schema(description = "发佣备注")
+    @Schema(description = "出账备注")
    private String remark;
    private static final long serialVersionUID = 1L;

--- a/yd-csf-service/src/main/java/com/yd/csf/service/dto/FortuneQueryRequest.java
+++ b/yd-csf-service/src/main/java/com/yd/csf/service/dto/FortuneQueryRequest.java
@@ -16,6 +16,13 @@ import java.util.List;
 @EqualsAndHashCode(callSuper = true)
 @Data
 public class FortuneQueryRequest extends PageDto implements Serializable {
+    /**
+     * 应付记录业务 id
+     */
+    @Schema(description = "应付记录业务 id")
+    private String expectedFortuneBizId;
    /**
     * 出账状态
     */

--- a/yd-csf-service/src/main/java/com/yd/csf/service/model/Commission.java
+++ b/yd-csf-service/src/main/java/com/yd/csf/service/model/Commission.java
@@ -10,9 +10,10 @@ import lombok.Data;
 /**
 * 保单来佣表
+ *
 * @TableName commission
 */
-@TableName(value ="commission")
+@TableName(value = "commission")
 @Data
 public class Commission implements Serializable {
    /**
@@ -37,6 +38,11 @@ public class Commission implements Serializable {
    private String reconciliationYearMonth;
    /**
+     * 应收款类型 R=关联保单应收单 U=非关联保单应收单
+     */
+    private String commissionBizType;
+    /**
     * 保单号
     */
    private String policyNo;

--- a/yd-csf-service/src/main/java/com/yd/csf/service/model/Fortune.java
+++ b/yd-csf-service/src/main/java/com/yd/csf/service/model/Fortune.java
@@ -34,6 +34,11 @@ public class Fortune implements Serializable {
    private String reconciliationYearMonth;
    /**
+     * 应付款类型 R-关联保单应付款 U-非关联保单应付款
+     */
+    private String fortuneBizType;
+    /**
     * 是否部分出账拆分出来的出账记录 0=No, 1=Yes
     */
    private Integer isPart;

--- a/yd-csf-service/src/main/java/com/yd/csf/service/service/CommissionService.java
+++ b/yd-csf-service/src/main/java/com/yd/csf/service/service/CommissionService.java
@@ -52,7 +52,7 @@ public interface CommissionService extends IService<Commission> {
    CommissionCompareRecord getNewCompareRecord(Commission existingCommission, CommissionExpected commissionExpected, AuthUserDto currentLoginUser);
-    Boolean addCommissionBatch(List<CommissionAddRequest> customerAddRequestList);
+    List<Commission> addCommissionBatch(List<CommissionAddRequest> customerAddRequestList);
    Boolean addToExpected(AddToExpectedCommissionRequest addToExpectedCommissionRequest);
 }
--- a/yd-csf-service/src/main/java/com/yd/csf/service/service/impl/CommissionServiceImpl.java
+++ b/yd-csf-service/src/main/java/com/yd/csf/service/service/impl/CommissionServiceImpl.java
 package com.yd.csf.service.service.impl;
+import cn.hutool.core.convert.Convert;
 import cn.hutool.core.date.DateUtil;
 import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
 import com.yd.auth.core.dto.AuthUserDto;
@@ -520,14 +521,10 @@ public class CommissionServiceImpl extends ServiceImpl<CommissionMapper, Commiss
    public Boolean addCommission(CommissionAddRequest commissionAddRequest) {
        // 校验来佣所属保单是否存在
        String policyNo = commissionAddRequest.getPolicyNo();
-        Policy policy = policyService.getOne(new QueryWrapper<Policy>().eq("policy_no", policyNo));
        // 校验来佣所属保单跟进是否存在
-        boolean policyFollowExists = policyFollowService.exists(new QueryWrapper<PolicyFollow>().eq("policy_no", policyNo));
+        PolicyFollow policyFollow = policyFollowService.getOne(new QueryWrapper<PolicyFollow>().eq("policy_no", policyNo));
-        if (policy == null && !policyFollowExists) {
+        if (policyFollow == null) {
-            throw new BusinessException(ResultCode.NULL_ERROR.getCode(), "该保单号不存在，不能添加来佣");
+            throw new BusinessException(ResultCode.NULL_ERROR.getCode(), "新单跟进中不存在该保单号，请先创建新单跟进");
-        }
-        if (ObjectUtils.isEmpty(commissionAddRequest.getPremium())) {
-            throw new BusinessException(ResultCode.NULL_ERROR.getCode(), "保费不能为空");
        }
        // 获取当前登录用户
@@ -541,11 +538,18 @@ public class CommissionServiceImpl extends ServiceImpl<CommissionMapper, Commiss
        commission.setCommissionBizId(commissionBizId);
        // 计算当前来佣比例=当前入账金额/结算汇率/保费
        BigDecimal currentCommissionRatio = commissionAddRequest.getAmount()
-                .divide(new BigDecimal(commissionAddRequest.getPremium()), 4, RoundingMode.HALF_UP)
+                .divide(policyFollow.getPaymentPremium(), 4, RoundingMode.HALF_UP)
                .divide(new BigDecimal(commissionAddRequest.getExchangeRate()), 4, RoundingMode.HALF_UP)
                .multiply(new BigDecimal(100));
        commission.setCurrentCommissionRatio(currentCommissionRatio);
+        // 关联业务id
+        commission.setReconciliationCompany(policyFollow.getReconciliationCompany());
+        commission.setReconciliationCompanyBizId(policyFollow.getReconciliationCompanyBizId());
+        commission.setProductLaunchBizId(policyFollow.getProductLaunchBizId());
+        commission.setInsuranceCompanyBizId(policyFollow.getInsuranceCompanyBizId());
+        commission.setPremium(Convert.toStr(policyFollow.getPaymentPremium()));
        commission.setCreatorId(loginUserId);
        commission.setCreateTime(new Date());
        commission.setUpdaterId(loginUserId);
@@ -681,34 +685,41 @@ public class CommissionServiceImpl extends ServiceImpl<CommissionMapper, Commiss
    @Override
    @Transactional(rollbackFor = Exception.class)
-    public Boolean addCommissionBatch(List<CommissionAddRequest> customerAddRequestList) {
+    public List<Commission> addCommissionBatch(List<CommissionAddRequest> customerAddRequestList) {
        if (CollectionUtils.isEmpty(customerAddRequestList)) {
            throw new BusinessException(ResultCode.PARAMS_ERROR.getCode(), "来佣数据不能为空");
        }
        Set<String> policyNoSet = customerAddRequestList.stream().map(CommissionAddRequest::getPolicyNo).collect(Collectors.toSet());
        // 校验来佣所属保单是否存在
-        List<Policy> policyList = policyService.list(new QueryWrapper<Policy>().in("policy_no", policyNoSet));
+        List<PolicyFollow> policyFollowList = policyFollowService.list(new QueryWrapper<PolicyFollow>().in("policy_no", policyNoSet));
        // 校验来佣所属保单跟进是否存在
-        if (!CollectionUtils.isEmpty(policyList)) {
+        if (!CollectionUtils.isEmpty(policyFollowList)) {
            // 保单号映射
-            Map<String, Policy> policyMap = policyList.stream().collect(Collectors.toMap(Policy::getPolicyNo, Function.identity()));
+            Map<String, PolicyFollow> policyFollowMap = policyFollowList.stream().collect(Collectors.toMap(PolicyFollow::getPolicyNo, Function.identity()));
            for (CommissionAddRequest commissionAddRequest : customerAddRequestList) {
-                Policy policy = policyMap.get(commissionAddRequest.getPolicyNo());
+                PolicyFollow policyFollow = policyFollowMap.get(commissionAddRequest.getPolicyNo());
-                if (policy == null) {
+                if (policyFollow == null) {
-                    throw new BusinessException(ResultCode.NULL_ERROR.getCode(), String.format("保单号：%s不存在，不能添加来佣", commissionAddRequest.getPolicyNo()));
+                    throw new BusinessException(ResultCode.NULL_ERROR.getCode(), String.format("新单跟进：保单号：%s不存在，不能添加来佣", commissionAddRequest.getPolicyNo()));
-                }
-                if (ObjectUtils.isEmpty(commissionAddRequest.getPremium())) {
-                    throw new BusinessException(ResultCode.NULL_ERROR.getCode(), String.format("保单号：%s保费不能为空", commissionAddRequest.getPolicyNo()));
                }
            }
        }
+        // policyFollowList 映射
+        Map<String, PolicyFollow> policyFollowMap = policyFollowList.stream().collect(Collectors.toMap(PolicyFollow::getPolicyNo, Function.identity()));
        List<Commission> commissionList = new ArrayList<>();
        for (CommissionAddRequest request : customerAddRequestList) {
            Commission commission = new Commission();
            BeanUtils.copyProperties(request, commission);
+            // 入账业务id
            commission.setCommissionBizId(RandomStringGenerator.generateBizId16(CommonEnum.UID_TYPE_COMMISSION.getCode()));
+            PolicyFollow policyFollow = policyFollowMap.get(request.getPolicyNo());
+            // 关联业务id
+            commission.setReconciliationCompany(policyFollow.getReconciliationCompany());
+            commission.setReconciliationCompanyBizId(policyFollow.getReconciliationCompanyBizId());
+            commission.setProductLaunchBizId(policyFollow.getProductLaunchBizId());
+            commission.setInsuranceCompanyBizId(policyFollow.getInsuranceCompanyBizId());
+            commission.setPremium(Convert.toStr(policyFollow.getPaymentPremium()));
            commissionList.add(commission);
        }
        boolean b = this.saveOrUpdateBatch(commissionList);
@@ -724,7 +735,7 @@ public class CommissionServiceImpl extends ServiceImpl<CommissionMapper, Commiss
            return null;
        });
-        return b;
+        return commissionList;
    }
    @Override

--- a/yd-csf-service/src/main/java/com/yd/csf/service/vo/CommissionVO.java
+++ b/yd-csf-service/src/main/java/com/yd/csf/service/vo/CommissionVO.java
@@ -26,6 +26,18 @@ public class CommissionVO implements Serializable {
    private String commissionBizId;
    /**
+     * 应收款编号
+     */
+    @Schema(description = "应收款编号")
+    private String receivableNo;
+    /**
+     * 应收款类型 R=关联保单应收单 U=非关联保单应收单
+     */
+    @Schema(description = "应收款类型 R=关联保单应收单 U=非关联保单应收单")
+    private String commissionBizType;
+    /**
     * 入账检核年月 yyyy-MM
     */
    @Schema(description = "入账检核年月 yyyy-MM")

--- a/yd-csf-service/src/main/resources/mappers/CommissionMapper.xml
+++ b/yd-csf-service/src/main/resources/mappers/CommissionMapper.xml
@@ -9,6 +9,7 @@
            <result property="receivableNo" column="receivable_no" />
            <result property="commissionBizId" column="commission_biz_id" />
            <result property="reconciliationYearMonth" column="reconciliation_year_month" />
+            <result property="commissionBizType" column="commission_biz_type" />
            <result property="policyNo" column="policy_no" />
            <result property="premium" column="premium" />
            <result property="insuranceCompanyBizId" column="insurance_company_biz_id" />
@@ -37,7 +38,7 @@
    </resultMap>
    <sql id="Base_Column_List">
-        id,receivable_no,commission_biz_id,reconciliation_year_month,policy_no,premium,
+        id,receivable_no,commission_biz_id,reconciliation_year_month,commission_biz_type,policy_no,premium,
        insurance_company_biz_id,product_launch_biz_id,
        reconciliation_company,reconciliation_company_code,reconciliation_company_biz_id,commission_period,
        total_period,commission_name,commission_type,exchange_rate,amount,currency,

--- a/yd-csf-service/src/main/resources/mappers/FortuneMapper.xml
+++ b/yd-csf-service/src/main/resources/mappers/FortuneMapper.xml
@@ -9,6 +9,7 @@
            <result property="fortuneBizId" column="fortune_biz_id" />
            <result property="expectedFortuneBizId" column="expected_fortune_biz_id" />
            <result property="reconciliationYearMonth" column="reconciliation_year_month" />
+            <result property="fortuneBizType" column="fortune_biz_type" />
            <result property="isPart" column="is_part" />
            <result property="batchBizId" column="batch_biz_id" />
            <result property="commissionBizId" column="commission_biz_id" />
@@ -41,7 +42,8 @@
    </resultMap>
    <sql id="Base_Column_List">
-        id,fortune_biz_id,expected_fortune_biz_id,reconciliation_year_month,batch_biz_id,commission_biz_id,policy_no,fortune_period,fortune_total_period,broker_biz_id,
+        id,fortune_biz_id,expected_fortune_biz_id,reconciliation_year_month,fortune_biz_type,batch_biz_id,
+        commission_biz_id,policy_no,fortune_period,fortune_total_period,broker_biz_id,
        team_biz_id,grade_commission_rate,share_rate,fortune_name,fortune_type,is_part,
        amount,currency,status,payout_date,is_tax,
        tax_amount,net_amount,salary_biz_id,base_rule_biz_id,settlement_biz_id,