Merge remote-tracking branch 'origin/test' into test

53890480 · zhangxingmin · d1563fed · f153c166 · 53890480 · 53890480
Commit 53890480 authored May 26, 2026 by zhangxingmin
7 changed files
--- a/yd-csf-feign/src/main/java/com/yd/csf/feign/response/expectedfortune/ApiExpectedFortunePageResponse.java
+++ b/yd-csf-feign/src/main/java/com/yd/csf/feign/response/expectedfortune/ApiExpectedFortunePageResponse.java
@@ -50,6 +50,9 @@ public class ApiExpectedFortunePageResponse {
    @Schema(description = "职级")
    private String brokerGradeName;
+    @Schema(description = "关联人员")
+    private String amountSourceName;
    @Schema(description = "团队名称")
    private String team;
@@ -83,7 +86,7 @@ public class ApiExpectedFortunePageResponse {
    private BigDecimal exchangeRate;
    @Schema(description = "保单币种->HKD汇率")
-    private BigDecimal defaultExchangeRate;
+    private BigDecimal originalToHkdRate;
    @Schema(description = "HKD->发放币种汇率")
    private BigDecimal hkdToPayoutRate;
@@ -136,18 +139,9 @@ public class ApiExpectedFortunePageResponse {
    @Schema(description = "剩余发放折合港币金额")
    private BigDecimal unpaidRuleAmounthHkd;
-    @Schema(description = "原币→港币汇率")
-    private BigDecimal originalToHkdRate;
    @Schema(description = "发放币种金额")
    private BigDecimal payoutAmount;
    @Schema(description = "期交保费")
    private BigDecimal premium;

--- a/yd-csf-service/src/main/java/com/yd/csf/service/model/ExpectedFortune.java
+++ b/yd-csf-service/src/main/java/com/yd/csf/service/model/ExpectedFortune.java
@@ -133,13 +133,13 @@ public class ExpectedFortune implements Serializable {
    private String fortuneType;
    /**
-     * 奖金来源id（类型：转介人等，如果是转介人，这里就是这个奖来自这个转介人身上的）
+     * 奖金来源人id（类型：转介人等，如果是转介人，这里就是这个奖来自这个转介人身上的）
     */
    @TableField("amount_source_id")
    private String amountSourceId;
    /**
-     * 奖金来源名称（类型：转介人等）
+     * 奖金来源人名称（类型：转介人等）
     */
    @TableField("amount_source_name")
    private String amountSourceName;

--- 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
@@ -785,6 +785,7 @@ public class CommissionServiceImpl extends ServiceImpl<CommissionMapper, Commiss
                BigDecimal hkdAmount = fortune.getRuleAmount().multiply(exchangeRate);
                fortune.setHkdAmount(hkdAmount);
+                fortune.setCurrentPaymentAmount(fortune.getRuleAmount());
                fortune.setCurrentPaymentHkdAmount(hkdAmount);
                // 重新计算发放币种金额
                BigDecimal payoutAmount = hkdAmount.multiply(expectedFortune.getHkdToPayoutRate());

--- a/yd-csf-service/src/main/java/com/yd/csf/service/service/impl/ExpectedFortuneServiceImpl.java
+++ b/yd-csf-service/src/main/java/com/yd/csf/service/service/impl/ExpectedFortuneServiceImpl.java
@@ -156,10 +156,11 @@ public class ExpectedFortuneServiceImpl extends ServiceImpl<ExpectedFortuneMappe
            // 查找对应的实际发佣
            List<ApiExpectedFortunePageResponse> matchedList = actualMap.get(expected.getExpectedFortuneBizId());
            if (CollUtil.isNotEmpty(matchedList)) {
-                // 设置实际出账记录的字段：待出账金额(估)、已出账比例、未出账比例、已出账金额
+                // 设置实际出账记录的字段：持有比例、保费、关联人员
                matchedList.forEach(actual -> {
                    actual.setBrokerRatio(expected.getBrokerRatio());
                    actual.setPremium(expected.getPremium());
+                    actual.setAmountSourceName(expected.getAmountSourceName());
                });
                sortedList.addAll(matchedList);
@@ -365,6 +366,8 @@ public class ExpectedFortuneServiceImpl extends ServiceImpl<ExpectedFortuneMappe
        Set<String> policyNoList = records.stream().map(ApiExpectedFortunePageResponse::getPolicyNo).collect(Collectors.toSet());
        Map<String, PolicyFollow> policyFollowMap = policyFollowService.queryPolicyFollowMap(policyNoList);
+        // 5. 补充关联人员信息
        for (ApiExpectedFortunePageResponse vo : records) {
            UserGradeDto userGradeDto = userGradeMap.get(vo.getBrokerBizId());
            if (userGradeDto != null) {

--- a/yd-csf-service/src/main/java/com/yd/csf/service/service/impl/FortuneAccountServiceImpl.java
+++ b/yd-csf-service/src/main/java/com/yd/csf/service/service/impl/FortuneAccountServiceImpl.java
@@ -183,6 +183,8 @@ public class FortuneAccountServiceImpl extends ServiceImpl<FortuneAccountMapper,
                for (Fortune item : fortuneList) {
                    Fortune updateFortune = new Fortune();
                    updateFortune.setId(item.getId());
+                    updateFortune.setExpectedFortuneBizId(item.getExpectedFortuneBizId());
+                    updateFortune.setRuleAmount(item.getRuleAmount());
                    updateFortune.setFortuneAccountBizId(fortuneAccountBizId);
                    updateFortune.setStatus(FortuneStatusEnum.CHECKED.getItemValue());
                    updateFortune.setReconciliationOperator(currentLoginUser.getRealName());
@@ -227,7 +229,7 @@ public class FortuneAccountServiceImpl extends ServiceImpl<FortuneAccountMapper,
            if (ef != null) {
                BigDecimal currentPaymentRatio = BigDecimal.ZERO;
                if (BigDecimal.ZERO.compareTo(ef.getRuleAmount()) != 0) {
-                    currentPaymentRatio = f.getCurrentPaymentAmount()
+                    currentPaymentRatio = f.getRuleAmount()
                            .divide(ef.getRuleAmount(), 4, RoundingMode.HALF_UP).multiply(BigDecimal.valueOf(100));
                }
                f.setCurrentPaymentRatio(currentPaymentRatio);

--- a/yd-csf-service/src/main/java/com/yd/csf/service/vo/ExpectedFortuneExportDTO.java
+++ b/yd-csf-service/src/main/java/com/yd/csf/service/vo/ExpectedFortuneExportDTO.java
@@ -60,6 +60,9 @@ public class ExpectedFortuneExportDTO {
    @ExcelProperty("出账项目")
    private String fortuneName;
+    @ExcelProperty("关联人员")
+    private String amountSourceName;
    @ExcelProperty("出账年月（估）")
    @DateTimeFormat("yyyy-MM")
    @ColumnWidth(25)
@@ -145,6 +148,7 @@ public class ExpectedFortuneExportDTO {
        dto.setBroker(vo.getBroker());
        dto.setTeam(vo.getTeam());
        dto.setFortuneName(vo.getFortuneName());
+        dto.setAmountSourceName(vo.getAmountSourceName());
        dto.setBrokerRatio(vo.getBrokerRatio());
        dto.setAmount(vo.getHkdAmount());
        dto.setCurrency("港币");

--- a/yd-csf-service/src/main/resources/mappers/ExpectedFortuneMapper.xml
+++ b/yd-csf-service/src/main/resources/mappers/ExpectedFortuneMapper.xml
@@ -68,7 +68,7 @@
            MAX(ef.fortune_total_period) as fortuneTotalPeriod,
            ifnull(sum(ef.original_amount), 0) as amount,
            ifnull(sum(ef.hkd_amount), 0) as hkdAmount,
-            MAX(ef.original_currency) as currency,
+            MAX(ef.payout_currency) as currency,
            ifnull(sum(ef.paid_amount), 0) as paidAmount,
            ifnull(sum(ef.unpaid_amount), 0) as unpaidAmount,
            case when ifnull(sum(ef.hkd_amount), 0) > 0
@@ -81,7 +81,7 @@
            end as unpaidRatio,
            MAX(pf.first_broker) as broker,
            MAX(pf.first_broker_biz_id) as brokerBizId,
-            DATE_ADD(DATE_ADD(MAX(p.effective_date), INTERVAL 2 MONTH), INTERVAL (ef.fortune_period - 1) YEAR) as payoutDate
+            MAX(ef.payout_date) as payoutDate
        from expected_fortune ef
        left join policy p on ef.policy_no = p.policy_no
        left join policy_follow pf on ef.policy_no = pf.policy_no
@@ -113,7 +113,7 @@
            ef.fortune_total_period as fortuneTotalPeriod,
            ifnull(ef.original_amount, 0) as amount,
            ifnull(ef.hkd_amount, 0) as hkdAmount,
-            ef.original_currency as currency,
+            ef.payout_currency as currency,
            ifnull(ef.paid_amount, 0) as paidAmount,
            ifnull(ef.unpaid_amount, 0) as unpaidAmount,
            case when ifnull(ef.hkd_amount, 0) > 0
@@ -163,6 +163,7 @@
            ef.broker_biz_id,
            ef.team,
            ef.team_biz_id,
+            ef.amount_source_name,
            ef.fortune_name,
            ef.fortune_type,
            ef.broker_ratio,
@@ -221,6 +222,7 @@
            f.broker_biz_id,
            f.team,
            f.team_biz_id,
+            NULL as amount_source_name,
            f.fortune_name,
            f.fortune_type,
            NULL as broker_ratio,
@@ -385,22 +387,13 @@
    </select>
    <select id="queryListStatistics" resultType="com.yd.csf.service.vo.ExpectedFortuneStatisticsVO">
-        SELECT
+        WITH filtered_data AS (
-            COALESCE(SUM(hkd_amount), 0) AS totalExpectedAmount,
-            COALESCE(SUM(paid_amount), 0) AS totalPaidAmount,
-            COALESCE(SUM(unpaid_amount), 0) AS totalUnpaidAmount,
-            COALESCE(SUM(totalPremiumAmount), 0) AS totalPremiumAmount,
-            COUNT(DISTINCT policy_no) AS totalPolicyCount
-        FROM (
            SELECT
                ef.hkd_amount,
                ef.paid_amount,
                ef.unpaid_amount,
                ef.policy_no,
-                (SELECT p.total_payment_premium * ef.default_exchange_rate
+                ef.default_exchange_rate
-                 FROM policy p
-                 WHERE p.policy_no = ef.policy_no
-                ) AS totalPremiumAmount
            FROM expected_fortune ef
            WHERE ef.is_deleted = 0
            AND ef.is_part IN (0, 1)
@@ -409,7 +402,20 @@
                    AND ${ew.sqlSegment}
                </if>
            </if>
-        ) AS statistics
+        ),
+        premium_total AS (
+            SELECT SUM(p.total_payment_premium * dp.default_exchange_rate) AS total_premium
+            FROM (SELECT DISTINCT policy_no, default_exchange_rate FROM filtered_data) dp
+            INNER JOIN policy p ON p.policy_no = dp.policy_no
+            )
+        SELECT
+            COALESCE(SUM(fd.hkd_amount), 0) AS totalExpectedAmount,
+            COALESCE(SUM(fd.paid_amount), 0) AS totalPaidAmount,
+            COALESCE(SUM(fd.unpaid_amount), 0) AS totalUnpaidAmount,
+            COALESCE(pt.total_premium, 0) AS totalPremiumAmount,
+            COUNT(DISTINCT fd.policy_no) AS totalPolicyCount
+            FROM filtered_data fd
+        CROSS JOIN premium_total pt
    </select>
    <select id="queryListNewCount" resultType="java.lang.Long">