新单跟进146

4e9dd8ca · jianan · 81d99ff3 · 4e9dd8ca · 4e9dd8ca · 4e9dd8ca
Commit 4e9dd8ca authored Dec 04, 2025 by jianan
10 changed files
--- a/yd-csf-api/src/main/java/com/yd/csf/api/controller/ApiCommissionExpectedController.java
+++ b/yd-csf-api/src/main/java/com/yd/csf/api/controller/ApiCommissionExpectedController.java
 package com.yd.csf.api.controller;
+import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
 import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
 import com.yd.common.enums.ResultCode;
 import com.yd.common.result.Result;
+import com.yd.csf.service.common.ErrorCode;
 import com.yd.csf.service.dto.*;
 import com.yd.csf.service.model.CommissionExpected;
 import com.yd.csf.service.service.CommissionExpectedService;
+import com.yd.csf.service.vo.CommissionExpectedStatisticsVO;
 import com.yd.csf.service.vo.CommissionExpectedVO;
 import io.swagger.v3.oas.annotations.Operation;
 import io.swagger.v3.oas.annotations.tags.Tag;
@@ -14,6 +17,10 @@ import org.springframework.web.bind.annotation.*;
 import javax.annotation.Resource;
 import javax.servlet.http.HttpServletRequest;
+import java.util.HashMap;
+import java.util.List;
+import java.util.Map;
+import java.util.stream.Collectors;
 /**
 * CommissionExpected接口
@@ -27,7 +34,7 @@ import javax.servlet.http.HttpServletRequest;
 public class ApiCommissionExpectedController {
    @Resource
-    private CommissionExpectedService CommissionExpectedService;
+    private CommissionExpectedService commissionExpectedService;
    /**
     * 批量新增预计来佣
@@ -42,7 +49,7 @@ public class ApiCommissionExpectedController {
        if (commissionExpectedAddRequest == null) {
            return Result.fail(ResultCode.PARAMS_ERROR.getCode(), ResultCode.PARAMS_ERROR.getMessage());
        }
-        return Result.success(CommissionExpectedService.addCommissionExpected(commissionExpectedAddRequest));
+        return Result.success(commissionExpectedService.addCommissionExpected(commissionExpectedAddRequest));
    }
    /**
@@ -58,7 +65,7 @@ public class ApiCommissionExpectedController {
        if (StringUtils.isBlank(commissionExpectedBizId)) {
            return Result.fail(ResultCode.PARAMS_ERROR.getCode(), "预计来佣业务id不能为空");
        }
-        return Result.success(CommissionExpectedService.deleteCommissionExpected(commissionExpectedBizId));
+        return Result.success(commissionExpectedService.deleteCommissionExpected(commissionExpectedBizId));
    }
    /**
@@ -73,30 +80,30 @@ public class ApiCommissionExpectedController {
        if (commissionExpectedUpdateRequest == null || StringUtils.isBlank(commissionExpectedUpdateRequest.getCommissionExpectedBizId())) {
            return Result.fail(ResultCode.PARAMS_ERROR.getCode(), "commissionExpectedBizId不能为空");
        }
-        return Result.success(CommissionExpectedService.updateCommissionExpected(commissionExpectedUpdateRequest));
+        return Result.success(commissionExpectedService.updateCommissionExpected(commissionExpectedUpdateRequest));
    }
    /**
     * 根据 CommissionExpectedBizId 获取CommissionExpected（封装类）
     *
-     * @param CommissionExpectedBizId
+     * @param commissionExpectedBizId 预计来佣业务id
     * @return
     */
-//    @GetMapping("/get/vo")
+    @GetMapping("/get/vo")
-//    @Operation(summary = "预计来佣详情")
+    @Operation(summary = "预计来佣详情")
-//    public Result<CommissionExpectedVO> getCommissionExpectedVOByBizId(String CommissionExpectedBizId, HttpServletRequest request) {
+    public Result<CommissionExpectedVO> getCommissionExpectedVOByBizId(String commissionExpectedBizId, HttpServletRequest request) {
-//        if (StringUtils.isBlank(CommissionExpectedBizId)) {
+        if (StringUtils.isBlank(commissionExpectedBizId)) {
-//            return Result.fail(ResultCode.PARAMS_ERROR.getCode(), "CommissionExpectedBizId不能为空");
+            return Result.fail(ResultCode.PARAMS_ERROR.getCode(), "commissionExpectedBizId不能为空");
-//        }
+        }
-//        // 查询数据库
+        // 查询数据库
-//        CommissionExpected CommissionExpected = CommissionExpectedService.getByBizId(CommissionExpectedBizId);
+        CommissionExpected CommissionExpected = commissionExpectedService.getByBizId(commissionExpectedBizId);
-//        if (CommissionExpected == null) {
+        if (CommissionExpected == null) {
-//            return Result.fail(ResultCode.NULL_ERROR.getCode(), ResultCode.NULL_ERROR.getMessage());
+            return Result.fail(ResultCode.NULL_ERROR.getCode(), ResultCode.NULL_ERROR.getMessage());
-//        }
+        }
-//
-//        // 获取封装类
+        // 获取封装类
-//        return Result.success(CommissionExpectedService.getCommissionExpectedVO(CommissionExpected));
+        return Result.success(commissionExpectedService.getCommissionExpectedVO(CommissionExpected));
-//    }
+    }
    /**
     * 分页获取CommissionExpected列表（仅管理员可用）
@@ -115,9 +122,49 @@ public class ApiCommissionExpectedController {
        long size = CommissionExpectedQueryRequest.getPageSize();
        // 查询数据库
-        Page<CommissionExpected> CommissionExpectedPage = CommissionExpectedService.page(new Page<>(current, size),
+        Page<CommissionExpected> CommissionExpectedPage = commissionExpectedService.page(new Page<>(current, size),
-                CommissionExpectedService.getQueryWrapper(CommissionExpectedQueryRequest));
+                commissionExpectedService.getQueryWrapper(CommissionExpectedQueryRequest));
-        return Result.success(CommissionExpectedService.getCommissionExpectedVOPage(CommissionExpectedPage));
+        return Result.success(commissionExpectedService.getCommissionExpectedVOPage(CommissionExpectedPage));
+    }
+    /**
+     * 计算统计数据 总金额、总入账金额、待入账金额、已入账比例（已入账金额/总金额）、总保单数
+     */
+    @PostMapping("/statistics")
+    @Operation(summary = "计算统计数据 总金额、总入账金额、待入账金额、已入账比例（已入账金额/总金额）、总保单数")
+    public Result<CommissionExpectedStatisticsVO> getCommissionStatistics(@RequestBody CommissionExpectedStatisticsRequest commissionExpectedStatisticsRequest) {
+        if (commissionExpectedStatisticsRequest == null) {
+            return Result.fail(ErrorCode.PARAMS_ERROR.getCode(), ErrorCode.PARAMS_ERROR.getMessage());
+        }
+        return Result.success(commissionExpectedService.getExpectedStatistics(commissionExpectedStatisticsRequest.getCommissionExpectedIds()));
    }
+    /**
+     * 应收款管理列表查询
+     *
+     * @param commissionExpectedQueryRequest
+     * @return
+     */
+    @PostMapping("/queryCommissionExpectedByPage")
+    @Operation(summary = "应收款管理列表查询")
+    public Result<Map<String, Object>> queryCommissionExpectedByPage(@RequestBody CommissionExpectedQueryRequest commissionExpectedQueryRequest) {
+        long current = commissionExpectedQueryRequest.getPageNo();
+        long size = commissionExpectedQueryRequest.getPageSize();
+        // 查询列表数据
+        QueryWrapper<CommissionExpected> queryWrapper = commissionExpectedService.getQueryWrapper(commissionExpectedQueryRequest);
+        Page<CommissionExpected> commissionExpectedPage = commissionExpectedService.page(new Page<>(current, size),
+                queryWrapper);
+        // 查询统计数据
+        List<CommissionExpected> commissionExpectedList = commissionExpectedService.list(queryWrapper);
+        // 计算统计数据
+        List<Long> expectedIds = commissionExpectedList.stream().map(CommissionExpected::getId).collect(Collectors.toList());
+        CommissionExpectedStatisticsVO expectedStatisticsVO = commissionExpectedService.getExpectedStatistics(expectedIds);
+        // 组装返回值
+        Map<String, Object> map = new HashMap<>();
+        map.put("expectedStatisticsVO", expectedStatisticsVO);
+        map.put("page", commissionExpectedService.getCommissionExpectedVOPage(commissionExpectedPage));
+        return Result.success(map);
+    }
 }
--- a/yd-csf-service/src/main/java/com/yd/csf/service/dao/CommissionExpectedMapper.java
+++ b/yd-csf-service/src/main/java/com/yd/csf/service/dao/CommissionExpectedMapper.java
@@ -2,6 +2,10 @@ package com.yd.csf.service.dao;
 import com.yd.csf.service.model.CommissionExpected;
 import com.baomidou.mybatisplus.core.mapper.BaseMapper;
+import com.yd.csf.service.vo.CommissionExpectedStatisticsVO;
+import org.apache.ibatis.annotations.Param;
+import java.util.List;
 /**
 * @author Zhang Jianan
@@ -11,6 +15,7 @@ import com.baomidou.mybatisplus.core.mapper.BaseMapper;
 */
 public interface CommissionExpectedMapper extends BaseMapper<CommissionExpected> {
+    CommissionExpectedStatisticsVO getExpectedStatistics(@Param("expectedIds")List<Long> expectedIds);
 }

--- a/yd-csf-service/src/main/java/com/yd/csf/service/dto/CommissionExpectedQueryRequest.java
+++ b/yd-csf-service/src/main/java/com/yd/csf/service/dto/CommissionExpectedQueryRequest.java
@@ -4,11 +4,25 @@ import com.yd.common.dto.PageDto;
 import io.swagger.v3.oas.annotations.media.Schema;
 import lombok.Data;
+import java.util.Date;
 @Data
 public class CommissionExpectedQueryRequest extends PageDto {
    /**
     * 保单号
     */
-    @Schema(description = "保单号", requiredMode = Schema.RequiredMode.REQUIRED)
+    @Schema(description = "保单号")
    private String policyNo;
+    /**
+     * 来佣状态 0=待来佣 1=已来佣 2=部分来佣
+     */
+    @Schema(description = "来佣状态 0=待来佣 1=已来佣 2=部分来佣")
+    private String status;
+    /**
+     * 预计来佣日期 格式：yyyy-MM-dd 查询该日期及之前的预计来佣记录
+     */
+    @Schema(description = "预计来佣日期 格式：yyyy-MM-dd 查询该日期及之前的预计来佣记录")
+    private Date commissionDate;
 }
--- a/yd-csf-service/src/main/java/com/yd/csf/service/dto/CommissionExpectedStatisticsRequest.java
+++ b/yd-csf-service/src/main/java/com/yd/csf/service/dto/CommissionExpectedStatisticsRequest.java
+package com.yd.csf.service.dto;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+import java.util.List;
+@Data
+public class CommissionExpectedStatisticsRequest {
+    /**
+     * 预计来佣id 列表
+     */
+    @Schema(description = "预计来佣id 列表")
+    private List<Long> commissionExpectedIds;
+}
--- a/yd-csf-service/src/main/java/com/yd/csf/service/model/CommissionExpected.java
+++ b/yd-csf-service/src/main/java/com/yd/csf/service/model/CommissionExpected.java
@@ -91,7 +91,7 @@ public class CommissionExpected implements Serializable {
    private BigDecimal defaultExchangeRate;
     /**
-     * 预计来佣金额
+     * 预计来佣金额，单位：港币
     */
    private BigDecimal expectedAmount;

--- a/yd-csf-service/src/main/java/com/yd/csf/service/service/CommissionExpectedService.java
+++ b/yd-csf-service/src/main/java/com/yd/csf/service/service/CommissionExpectedService.java
@@ -7,9 +7,11 @@ import com.yd.csf.service.dto.CommissionExpectedQueryRequest;
 import com.yd.csf.service.dto.CommissionExpectedUpdateRequest;
 import com.yd.csf.service.model.CommissionExpected;
 import com.baomidou.mybatisplus.extension.service.IService;
+import com.yd.csf.service.vo.CommissionExpectedStatisticsVO;
 import com.yd.csf.service.vo.CommissionExpectedVO;
 import javax.servlet.http.HttpServletRequest;
+import java.util.List;
 import java.util.Map;
 /**
@@ -50,4 +52,8 @@ public interface CommissionExpectedService extends IService<CommissionExpected> 
    Boolean deleteCommissionExpected(String commissionExpectedBizId);
    Boolean updateCommissionExpected(CommissionExpectedUpdateRequest commissionExpectedUpdateRequest);
+    CommissionExpectedStatisticsVO getExpectedStatistics(List<Long> expectedIds);
+    CommissionExpected getByBizId(String commissionExpectedBizId);
 }
--- a/yd-csf-service/src/main/java/com/yd/csf/service/service/impl/CommissionExpectedServiceImpl.java
+++ b/yd-csf-service/src/main/java/com/yd/csf/service/service/impl/CommissionExpectedServiceImpl.java
@@ -13,14 +13,18 @@ import com.yd.csf.service.dto.CommissionExpectedAddRequest;
 import com.yd.csf.service.dto.CommissionExpectedQueryRequest;
 import com.yd.csf.service.dto.CommissionExpectedUpdateRequest;
 import com.yd.csf.service.enums.CommissionExpectedStatusEnum;
+import com.yd.csf.service.model.Commission;
 import com.yd.csf.service.model.CommissionExpected;
 import com.yd.csf.service.model.Policy;
 import com.yd.csf.service.model.PolicyFollow;
 import com.yd.csf.service.service.CommissionExpectedService;
 import com.yd.csf.service.dao.CommissionExpectedMapper;
+import com.yd.csf.service.service.CommissionService;
 import com.yd.csf.service.service.PolicyFollowService;
 import com.yd.csf.service.service.PolicyService;
+import com.yd.csf.service.vo.CommissionExpectedStatisticsVO;
 import com.yd.csf.service.vo.CommissionExpectedVO;
+import com.yd.csf.service.vo.CommissionExpectedStatisticsVO;
 import org.apache.commons.collections4.CollectionUtils;
 import org.apache.commons.lang3.ObjectUtils;
 import org.apache.commons.lang3.StringUtils;
@@ -49,6 +53,10 @@ public class CommissionExpectedServiceImpl extends ServiceImpl<CommissionExpecte
    @Resource
    private PolicyFollowService policyFollowService;
+    @Resource
+    private CommissionService commissionService;
    @Override
    public Page<CommissionExpectedVO> getCommissionExpectedVOPage(Page<CommissionExpected> commissionExpectedPage) {
@@ -131,10 +139,14 @@ public class CommissionExpectedServiceImpl extends ServiceImpl<CommissionExpecte
        }
        // 获取查询参数
        String policyNo = commissionExpectedQueryRequest.getPolicyNo();
+        String status = commissionExpectedQueryRequest.getStatus();
+        Date commissionDate = commissionExpectedQueryRequest.getCommissionDate();
        // 精确查询
        queryWrapper.eq(ObjectUtils.isNotEmpty(policyNo), "policy_no", policyNo);
+        queryWrapper.eq(ObjectUtils.isNotEmpty(status), "status", status);
+        queryWrapper.le(ObjectUtils.isNotEmpty(commissionDate), "commission_date", commissionDate);
        // 默认排序规则
-        queryWrapper.orderByAsc("commission_period");
+        queryWrapper.orderByDesc("commission_date");
        // 排序字段
        String sortField = commissionExpectedQueryRequest.getSortField();
        String sortOrder = commissionExpectedQueryRequest.getSortOrder();
@@ -160,7 +172,10 @@ public class CommissionExpectedServiceImpl extends ServiceImpl<CommissionExpecte
        // 对象转封装类
        CommissionExpectedVO commissionExpectedVO = CommissionExpectedVO.objToVo(commissionExpected);
-        // todo 可以根据需要为封装对象补充值，不需要的内容可以删除
+        // 查询已入账来佣记录
+        List<Commission> commissionList = commissionService.list(new QueryWrapper<Commission>().eq("commissionExpectedBizId", commissionExpected.getCommissionExpectedBizId()));
+        // 关联已入账来佣记录
+        commissionExpectedVO.setCommissionList(commissionList);
        return commissionExpectedVO;
    }
@@ -181,14 +196,18 @@ public class CommissionExpectedServiceImpl extends ServiceImpl<CommissionExpecte
        for (CommissionExpectedAddDto addDto : addDtoList) {
            CommissionExpected commissionExpected = new CommissionExpected();
            BeanUtils.copyProperties(addDto, commissionExpected);
-            // 默认结算汇率 7.8 美元对港币
+            // 初始值
-            commissionExpected.setDefaultExchangeRate(BigDecimal.valueOf(7.8));
+            commissionExpected.setDefaultExchangeRate(BigDecimal.valueOf(1));
+            // 如果币种是美元，默认结算汇率 7.8 美元对港币
+            if (StringUtils.equalsIgnoreCase(addDto.getCurrency(), "USD")) {
+                commissionExpected.setDefaultExchangeRate(BigDecimal.valueOf(7.8));
+            }
            // 预计总金额
            if (policy != null) {
                BigDecimal expectedAmount = policy.getPaymentPremium()
                        .multiply(commissionExpected.getCommissionRatio())
                        .multiply(commissionExpected.getDefaultExchangeRate())
-                        .divide(BigDecimal.valueOf(100), 2, RoundingMode.HALF_UP);
+                        .divide(BigDecimal.valueOf(100), 4, RoundingMode.HALF_UP);
                commissionExpected.setExpectedAmount(expectedAmount);
            }
@@ -267,7 +286,28 @@ public class CommissionExpectedServiceImpl extends ServiceImpl<CommissionExpecte
        return this.updateById(commissionExpected);
    }
-    private CommissionExpected getByBizId(String commissionExpectedBizId) {
+    @Override
+    public CommissionExpectedStatisticsVO getExpectedStatistics(List<Long> expectedIds) {
+        // 自定义统计数据
+        CommissionExpectedStatisticsVO commissionStatistics = baseMapper.getExpectedStatistics(expectedIds);
+        BigDecimal totalAmount = commissionStatistics.getTotalAmount();
+        BigDecimal totalPaidAmount = commissionStatistics.getTotalPaidAmount();
+        // 计算待入账金额
+        commissionStatistics.setPendingPaidAmount(totalAmount.subtract(totalPaidAmount));
+        // 计算已入账比例
+        BigDecimal divided = BigDecimal.ZERO;
+        if (totalAmount.compareTo(BigDecimal.ZERO) > 0) {
+            divided = totalPaidAmount.divide(totalAmount, 4, RoundingMode.HALF_UP);
+        }
+        // 格式化 %
+        commissionStatistics.setPaidAmountRatio(String.format("%.2f%%", divided.doubleValue() * 100));
+        return commissionStatistics;
+    }
+    @Override
+    public CommissionExpected getByBizId(String commissionExpectedBizId) {
        return this.getOne(new QueryWrapper<CommissionExpected>().eq("commission_expected_biz_id", commissionExpectedBizId));
    }
 }

--- a/yd-csf-service/src/main/java/com/yd/csf/service/vo/CommissionExpectedStatisticsVO.java
+++ b/yd-csf-service/src/main/java/com/yd/csf/service/vo/CommissionExpectedStatisticsVO.java
+package com.yd.csf.service.vo;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+import java.math.BigDecimal;
+/**
+ * 应收款管理统计VO
+ */
+@Data
+public class CommissionExpectedStatisticsVO {
+    /**
+     * 总金额
+     */
+    @Schema(description = "总金额")
+    private BigDecimal totalAmount;
+    /**
+     * 总入账金额
+     */
+    @Schema(description = "总入账金额")
+    private BigDecimal totalPaidAmount;
+    /**
+     * 待入账金额
+     */
+    @Schema(description = "待入账金额")
+    private BigDecimal pendingPaidAmount;
+    /**
+     * 已入账比例（已入账金额/总金额）
+     */
+    @Schema(description = "已入账比例（已入账金额/总金额）")
+    private String paidAmountRatio;
+    /**
+     * 总保单数
+     */
+    @Schema(description = "总保单数")
+    private Integer totalPolicyCount;
+}
--- a/yd-csf-service/src/main/java/com/yd/csf/service/vo/CommissionExpectedVO.java
+++ b/yd-csf-service/src/main/java/com/yd/csf/service/vo/CommissionExpectedVO.java
@@ -10,6 +10,7 @@ import org.springframework.beans.BeanUtils;
 import java.io.Serializable;
 import java.math.BigDecimal;
 import java.util.Date;
+import java.util.List;
 @Data
 public class CommissionExpectedVO implements Serializable {
@@ -69,9 +70,9 @@ public class CommissionExpectedVO implements Serializable {
    private String commissionType;
    /**
-     * 来佣比例 (%)
+     * 预计来佣比例 (%)
     */
-    @Schema(description = "来佣比例 (%)")
+    @Schema(description = "预计来佣比例 (%)")
    private BigDecimal commissionRatio;
    /**
@@ -81,12 +82,6 @@ public class CommissionExpectedVO implements Serializable {
    private BigDecimal ratio;
    /**
-     * 来佣金额
-     */
-    @Schema(description = "来佣金额")
-    private BigDecimal amount;
-    /**
     * 来佣币种
     */
    @Schema(description = "来佣币种")
@@ -105,6 +100,36 @@ public class CommissionExpectedVO implements Serializable {
    @Schema(description = "预计来佣状态 0=待来佣 1=已来佣 2=部分来佣")
    private String status;
+     /**
+     * 预计来佣金额
+     */
+    @Schema(description = "预计来佣金额")
+    private BigDecimal expectedAmount;
+     /**
+     * 默认结算汇率
+     */
+    @Schema(description = "默认结算汇率")
+    private BigDecimal defaultExchangeRate;
+     /**
+     * 已入账来佣金额
+     */
+    @Schema(description = "已入账来佣金额")
+    private BigDecimal paidAmount;
+     /**
+     * 已入账来佣比例
+     */
+    @Schema(description = "已入账来佣比例")
+    private BigDecimal paidRatio;
+     /**
+     * 已入账来佣列表
+     */
+    @Schema(description = "已入账来佣列表")
+    private List<Commission> commissionList;
    /**
     * 通用备注
     */

--- a/yd-csf-service/src/main/resources/mappers/CommissionExpectedMapper.xml
+++ b/yd-csf-service/src/main/resources/mappers/CommissionExpectedMapper.xml
@@ -35,4 +35,18 @@
        commission_date,status,paid_amount,remark,is_deleted,creator_id,
        updater_id,create_time,update_time
    </sql>
+    <select id="getExpectedStatistics" resultType="com.yd.csf.service.vo.CommissionExpectedStatisticsVO">
+        SELECT
+            IFNULL(SUM(expected_amount),0) AS totalAmount,
+            IFNULL(SUM(paid_amount),0) AS totalPaidAmount,
+            COUNT(DISTINCT policy_no) AS totalPolicyCount
+        FROM
+            commission_expected
+        WHERE
+            id IN
+            <foreach collection="expectedIds" item="item" open="(" close=")" separator=",">
+                #{item}
+            </foreach>
+    </select>
 </mapper>