出账检核-增加币种27

yd-csf-api/src/main/java/com/yd/csf/api/service/impl/ApiExpectedFortuneServiceImpl.java

@@ -1012,7 +1012,7 @@ public class ApiExpectedFortuneServiceImpl implements ApiExpectedFortuneService
             // 5. 组装返回结果
             ApiExpectedFortunePageResponseVO response = new ApiExpectedFortunePageResponseVO();
             response.setStatisticsVO(statisticsVO);
-            response.setPage(iExpectedFortuneService.getVOPage(iPage));  // 调整数据顺序
+            response.setPage(iExpectedFortuneService.getVOPage(iPage));  // 字段填充、调整数据顺序
 
             log.info("查询应付款管理列表完成, 耗时: {}ms, 页码: {}, 页大小: {}, 总记录数: {}",
                     System.currentTimeMillis() - startTime,
@@ -1199,25 +1199,14 @@ public class ApiExpectedFortuneServiceImpl implements ApiExpectedFortuneService
 
     public IPage<PayableReportVO> convertPayableReportVO(IPage<PayableReportVO> payableReportPage) {
         if (!CollectionUtils.isEmpty(payableReportPage.getRecords())) {
+            // 查询转介人等级
             List<String> brokerBizIdList = payableReportPage.getRecords().stream().map(PayableReportVO::getBrokerBizId).collect(Collectors.toList());
-            List<UserGradeDto> userGradeDtoList = new ArrayList<>();
-            if (!CollectionUtils.isEmpty(brokerBizIdList)) {
-                userGradeDtoList = iAgentAccumulatedFycService.queryUserGradeList(brokerBizIdList);
-            }
-            Map<String, UserGradeDto> userGradeMap = userGradeDtoList.stream()
-                    .collect(Collectors.toMap(UserGradeDto::getClientUserBizId, Function.identity()));
+            Map<String, UserGradeDto> userGradeMap = iAgentAccumulatedFycService.queryUserGradeMap(brokerBizIdList);
 
+            // 查询新单跟进
             List<String> policyNoList = payableReportPage.getRecords().stream().map(PayableReportVO::getPolicyNo).collect(Collectors.toList());
+            Map<String, PolicyFollow> policyFollowMap = policyFollowService.queryPolicyFollowMap(policyNoList);
 
-            List<PolicyFollow> policyFollowList = new ArrayList<>();
-            if (!CollectionUtils.isEmpty(policyNoList)) {
-                policyFollowList = policyFollowService.lambdaQuery()
-                        .in(PolicyFollow::getPolicyNo, policyNoList)
-                        .list();
-            }
-
-            Map<String, PolicyFollow> policyFollowMap = policyFollowList.stream()
-                    .collect(Collectors.toMap(PolicyFollow::getPolicyNo, Function.identity()));
             List<PayableReportVO> voList = payableReportPage.getRecords().stream().map(vo -> {
                 PolicyFollow policyFollow= policyFollowMap.get(vo.getPolicyNo());
                 UserGradeDto userGradeDto= userGradeMap.get(vo.getBrokerBizId());
@@ -1229,6 +1218,8 @@ public class ApiExpectedFortuneServiceImpl implements ApiExpectedFortuneService
                 if (policyFollow != null) {
                     vo.setProductName(policyFollow.getProductName());
                     vo.setProductLaunchBizId(policyFollow.getProductLaunchBizId());
+                    vo.setPolicyHolder(policyFollow.getPolicyHolder());
+                    vo.setPolicyHolderEn(policyFollow.getPolicyHolderEn());
                 }
                 return vo;
             }).collect(Collectors.toList());
@@ -1315,6 +1306,7 @@ public class ApiExpectedFortuneServiceImpl implements ApiExpectedFortuneService
         List<String> brokerBizIdList = request.getBrokerBizIdList();
         List<String> signerBizIdList = request.getSignerBizIdList();
         String fortuneBizType = request.getFortuneBizType();
+        String policyHolder = request.getPolicyHolder();
 
         // 按保单号模糊查询
         queryWrapper.eq(ObjectUtils.isNotEmpty(payableNo), "payable_no", payableNo);
@@ -1331,6 +1323,11 @@ public class ApiExpectedFortuneServiceImpl implements ApiExpectedFortuneService
         queryWrapper.in(ObjectUtils.isNotEmpty(brokerBizIdList), "broker_biz_id", brokerBizIdList);
         queryWrapper.in(ObjectUtils.isNotEmpty(signerBizIdList), "signer_biz_id", signerBizIdList);
         queryWrapper.eq(StringUtils.isNotBlank(fortuneBizType), "fortune_biz_type", fortuneBizType);
+        // 根据投保人名称查询
+        if (StringUtils.isNotBlank(policyHolder)) {
+            queryWrapper.apply("EXISTS (SELECT 1 FROM policy_follow f WHERE f.policy_no = commission_expected.policy_no AND (f.policy_holder like '%{0}%') or f.policy_holder_en like '%{0}%')",
+                    policyHolder);
+        }
 
         queryWrapper.in(ObjectUtils.isNotEmpty(request.getPolicyNoList()), "policy_no", request.getPolicyNoList());
         // 按id升序排序

yd-csf-feign/src/main/java/com/yd/csf/feign/request/expectedfortune/ApiExpectedFortunePageRequest.java

@@ -39,6 +39,9 @@ public class ApiExpectedFortunePageRequest extends PageDto {
     @Schema(description = "出账项目类型 1=销售佣金;等等 字典值: csf_fortune_type")
     private String fortuneType;
 
+    @Schema(description = "投保人名称")
+    private String policyHolder;
+
     @Schema(description = "出单团队名称")
     private String team;
 

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

@@ -99,27 +99,24 @@ public class ExpectedFortuneServiceImpl extends ServiceImpl<ExpectedFortuneMappe
         List<String> brokerBizIds = expectedFortuneList.stream().map(ApiExpectedFortunePageResponse::getBrokerBizId).collect(Collectors.toList());
         Map<String, UserGradeDto> userGradeMap = iAgentAccumulatedFycService.queryUserGradeMap(brokerBizIds);
 
-        // 2. 关联查询保单信息
+        // 2. 关联查询新单跟进信息
+        Set<String> policyNoList = expectedFortuneList.stream().map(ApiExpectedFortunePageResponse::getPolicyNo).collect(Collectors.toSet());
+        Map<String, PolicyFollow> policyFollowMap = policyFollowService.queryPolicyFollowMap(policyNoList);
 
         for (ApiExpectedFortunePageResponse vo : expectedFortuneList) {
+            // 出账币种名称
             vo.setCurrencyName("港币");
 
-//            String ratio = finalBrokerRatioMap.get(ef.getBrokerBizId());
-//            vo.setCommissionRatio(ratio);
-
-//            Policy policy = policyMap.get(vo.getPolicyNo());
-//            PolicyFollow follow = policyFollowMap.get(vo.getPolicyNo());
             UserGradeDto userGradeDto = userGradeMap.get(vo.getBrokerBizId());
             if (userGradeDto != null) {
                 vo.setBrokerGradeName(userGradeDto.getGradeName());
             }
-//            if (policy != null) {
-//                vo.setInsuranceCompany(policy.getInsuranceCompany());
-//            }
-//            if (follow != null) {
-//                vo.setProductName(follow.getProductName());
-//                vo.setProductLaunchBizId(follow.getProductLaunchBizId());
-//            }
+
+            PolicyFollow policyFollow = policyFollowMap.get(vo.getPolicyNo());
+            if (policyFollow != null) {
+                vo.setInsuranceCompany(policyFollow.getInsuranceCompany());
+                vo.setProductName(policyFollow.getProductName());
+            }
         }
 
         expectedFortuneVOPage.setRecords(expectedFortuneList);

yd-csf-service/src/main/java/com/yd/csf/service/vo/PayableReportVO.java

@@ -3,6 +3,7 @@ package com.yd.csf.service.vo;
 import com.fasterxml.jackson.annotation.JsonFormat;
 import io.swagger.v3.oas.annotations.media.Schema;
 import lombok.Data;
+
 import java.math.BigDecimal;
 import java.time.LocalDate;
 
@@ -21,6 +22,18 @@ public class PayableReportVO {
     private String policyNo;
 
     /**
+     * 投保人
+     */
+    @Schema(description = "投保人")
+    private String policyHolder;
+
+    /**
+     * 投保人英文
+     */
+    @Schema(description = "投保人英文")
+    private String policyHolderEn;
+
+    /**
      * 转介人
      */
     @Schema(description = "转介人(保单的第一位转介人)")