出账检核页面统计数据错误

8868d149 · jianan · de226113 · 8868d149 · 8868d149 · 8868d149
Commit 8868d149 authored Jul 10, 2026 by jianan
8 changed files
--- 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
@@ -522,7 +522,7 @@ public class ApiFortuneController {
        // 查询统计数据
        List<Fortune> fortuneList = fortuneService.list(queryWrapper);
-        FortuneStatisticsVO statisticsVO = fortuneService.getFortuneStatistics(fortuneList.stream().map(Fortune::getId).collect(Collectors.toList()));
+        FortuneStatisticsVO statisticsVO = fortuneService.getFortuneStatistics(fortuneList);
        // 组装返回结果
        FortunePageResponse response = new FortunePageResponse();
@@ -540,7 +540,9 @@ public class ApiFortuneController {
        if (CollectionUtils.isEmpty(statisticsRequest.getFortuneIdList())) {
            return Result.fail(ErrorCode.PARAMS_ERROR.getCode(), "fortuneId列表不能为空");
        }
-        return Result.success(fortuneService.getFortuneStatistics(statisticsRequest.getFortuneIdList()));
+        List<Fortune> fortuneList = fortuneService.listByIds(statisticsRequest.getFortuneIdList());
+        // 计算统计数据
+        return Result.success(fortuneService.getFortuneStatistics(fortuneList));
    }
    /**

--- a/yd-csf-service/src/main/java/com/yd/csf/service/model/Policy.java
+++ b/yd-csf-service/src/main/java/com/yd/csf/service/model/Policy.java
@@ -120,6 +120,11 @@ public class Policy implements Serializable {
    private BigDecimal totalPaymentPremium;
    /**
+     * 总保费（HKD）
+     */
+    private BigDecimal totalPaymentPremiumHkd;
+    /**
     * 保单状态
     */
    private String status;

--- a/yd-csf-service/src/main/java/com/yd/csf/service/service/FortuneService.java
+++ b/yd-csf-service/src/main/java/com/yd/csf/service/service/FortuneService.java
@@ -37,7 +37,7 @@ public interface FortuneService extends IService<Fortune> {
    Fortune queryOne(String fortuneBizId);
-    FortuneStatisticsVO getFortuneStatistics(List<Long> fortuneIdList);
+    FortuneStatisticsVO getFortuneStatistics(List<Fortune> fortuneList);
    Boolean addFortuneBatch(List<FortuneAddRequest> fortuneAddRequestList);

--- a/yd-csf-service/src/main/java/com/yd/csf/service/service/IExpectedFortuneService.java
+++ b/yd-csf-service/src/main/java/com/yd/csf/service/service/IExpectedFortuneService.java
@@ -10,6 +10,7 @@ import com.baomidou.mybatisplus.extension.service.IService;
 import com.yd.csf.service.vo.ExpectedFortuneStatisticsVO;
 import com.yd.csf.service.vo.PayableReportVO;
+import java.math.BigDecimal;
 import java.util.List;
 /**
@@ -87,4 +88,6 @@ public interface IExpectedFortuneService extends IService<ExpectedFortune> {
     * @return 全部列表数据
     */
    List<ApiExpectedFortunePageResponse> queryListAll(QueryWrapper<ExpectedFortune> queryWrapper);
+    BigDecimal queryExchangeRateByFeign(String sourceCurrency, String targetCurrency);
 }
--- 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
@@ -5,10 +5,13 @@ import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
 import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
 import com.baomidou.mybatisplus.core.metadata.IPage;
 import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
+import com.yd.base.feign.client.exchangerate.ApiExchangeRateFeignClient;
+import com.yd.common.enums.ResultCode;
+import com.yd.common.exception.BusinessException;
+import com.yd.common.result.Result;
 import com.yd.csf.feign.request.expectedfortune.ApiExpectedFortunePageRequest;
 import com.yd.csf.feign.response.expectedfortune.ApiExpectedFortunePageResponse;
 import com.yd.csf.service.dto.UserGradeDto;
-import com.yd.csf.service.enums.CurrencyEnum;
 import com.yd.csf.service.enums.FortuneTypeEnum;
 import com.yd.csf.service.model.ExpectedFortune;
 import com.yd.csf.service.dao.ExpectedFortuneMapper;
@@ -24,7 +27,7 @@ import org.springframework.beans.factory.annotation.Autowired;
 import org.springframework.stereotype.Service;
 import javax.annotation.Resource;
-import java.time.LocalDate;
+import java.math.BigDecimal;
 import java.util.*;
 import java.util.function.Function;
 import java.util.stream.Collectors;
@@ -53,6 +56,9 @@ public class ExpectedFortuneServiceImpl extends ServiceImpl<ExpectedFortuneMappe
    @Autowired
    private IAgentAccumulatedFycService iAgentAccumulatedFycService;
+    @Resource
+    private ApiExchangeRateFeignClient apiExchangeRateFeignClient;
    @Override
    public IPage<ApiExpectedFortunePageResponse> page(Page<ApiExpectedFortunePageResponse> page,
                                                      ApiExpectedFortunePageRequest request) {
@@ -388,4 +394,25 @@ public class ExpectedFortuneServiceImpl extends ServiceImpl<ExpectedFortuneMappe
        return records;
    }
+    /**
+     * 查询币对的默认汇率
+     *
+     * @param sourceCurrency   源币种
+     * @param targetCurrency   目标币种
+     * @return 汇率
+     */
+    @Override
+    public BigDecimal queryExchangeRateByFeign(String sourceCurrency, String targetCurrency) {
+        if (sourceCurrency.equalsIgnoreCase(targetCurrency)) {
+            return BigDecimal.ONE;
+        }
+        // 调用Feign客户端查询汇率
+        Result<BigDecimal> result = apiExchangeRateFeignClient.getExchangeRate(sourceCurrency, targetCurrency, "");
+        if (result != null && result.getData() != null) {
+            return result.getData();
+        } else {
+            throw new BusinessException(ResultCode.PARAMS_ERROR.getCode(), "查询币对的默认汇率失败, 币种：" + sourceCurrency + " -> " + targetCurrency);
+        }
+    }
 }
--- a/yd-csf-service/src/main/java/com/yd/csf/service/service/impl/FortuneServiceImpl.java
+++ b/yd-csf-service/src/main/java/com/yd/csf/service/service/impl/FortuneServiceImpl.java
@@ -698,73 +698,66 @@ public class FortuneServiceImpl extends ServiceImpl<FortuneMapper, Fortune>
    }
    @Override
-    public FortuneStatisticsVO getFortuneStatistics(List<Long> fortuneIdList) {
+    public FortuneStatisticsVO getFortuneStatistics(List<Fortune> fortuneList) {
-        if (CollectionUtils.isEmpty(fortuneIdList)) {
+        // 初始化默认值
        FortuneStatisticsVO fortuneStatisticsVO = new FortuneStatisticsVO();
        fortuneStatisticsVO.setTotalInAmount(BigDecimal.ZERO);
        fortuneStatisticsVO.setTotalPolicyCount(0L);
        fortuneStatisticsVO.setTotalPremium(BigDecimal.ZERO);
        fortuneStatisticsVO.setPendingOutAmount(BigDecimal.ZERO);
        fortuneStatisticsVO.setAvailableOutAmount(BigDecimal.ZERO);
+        if (CollectionUtils.isEmpty(fortuneList)) {
            return fortuneStatisticsVO;
        }
-        // 自定义查询
+        // 计算总保单数
-        List<FortuneStatisticsVO> fortuneStatisticsList = this.baseMapper.getFortuneStatistics(fortuneIdList);
+        Set<String >policyNoSet = fortuneList.stream().map(Fortune::getPolicyNo).collect(Collectors.toSet());
+        fortuneStatisticsVO.setTotalPolicyCount((long) policyNoSet.size());
-        // 查询结果
-        FortuneStatisticsVO fortuneStatistics;
-        if (CollectionUtils.isNotEmpty(fortuneStatisticsList) && fortuneStatisticsList.size() > 1) {
-            // 合并查询结果
-            FortuneStatisticsVO noPolicyNoData = fortuneStatisticsList.get(0);
-            FortuneStatisticsVO policyNoData = fortuneStatisticsList.get(1);
-            // 合并查询结果
-            fortuneStatistics = new FortuneStatisticsVO();
-            fortuneStatistics.setTotalInAmount(policyNoData.getTotalInAmount());
-            fortuneStatistics.setTotalPolicyCount(policyNoData.getTotalPolicyCount());
-            fortuneStatistics.setTotalPremium(policyNoData.getTotalPremium());
-            fortuneStatistics.setPendingOutAmount(noPolicyNoData.getPendingOutAmount().add(policyNoData.getPendingOutAmount()));
-            fortuneStatistics.setAvailableOutAmount(noPolicyNoData.getAvailableOutAmount().add(policyNoData.getAvailableOutAmount()));
-        } else {
-            fortuneStatistics = fortuneStatisticsList.get(0);
-        }
-        if (fortuneStatistics.getAvailableOutAmount() == null) {
-            fortuneStatistics.setAvailableOutAmount(BigDecimal.ZERO);
-        }
-        // 计算总保费、入账金额
-        if (CollectionUtils.isNotEmpty(fortuneIdList)) {
-            List<Fortune> fortuneList = this.listByIds(fortuneIdList);
-            Map<String, BigDecimal> exchangeRateMap = new HashMap<>();
+        // 计算待出账、可出账金额
+        BigDecimal pendingOutAmount = BigDecimal.ZERO;
+        BigDecimal availableOutAmount = BigDecimal.ZERO;
        for (Fortune fortune : fortuneList) {
-                exchangeRateMap.put(fortune.getPolicyNo(), fortune.getExchangeRate());
+            if (FortuneStatusEnum.WAIT.getItemValue().equals(fortune.getStatus())
+                    || FortuneStatusEnum.CAN_SEND.getItemValue().equals(fortune.getStatus())) {
+                pendingOutAmount = pendingOutAmount.add(fortune.getCurrentPaymentHkdAmount());
+            } else if (FortuneStatusEnum.CHECKED.getItemValue().equals(fortune.getStatus())) {
+                availableOutAmount = availableOutAmount.add(fortune.getCurrentPaymentHkdAmount());
+            }
        }
+        fortuneStatisticsVO.setPendingOutAmount(pendingOutAmount);
+        fortuneStatisticsVO.setAvailableOutAmount(availableOutAmount);
-            Set<String> policyNoSet = fortuneList.stream().map(Fortune::getPolicyNo).collect(Collectors.toSet());
+        // 计算总保费
-            // 查询总保费
        List<Policy> policyList = policyService.lambdaQuery().in(Policy::getPolicyNo, policyNoSet).list();
        BigDecimal totalPremium = BigDecimal.ZERO;
        if (CollectionUtils.isNotEmpty(policyList)) {
            for (Policy policy : policyList) {
-                    BigDecimal exchangeRate = exchangeRateMap.getOrDefault(policy.getPolicyNo(), BigDecimal.ONE);
+                totalPremium = totalPremium.add(policy.getTotalPaymentPremiumHkd());
-                    totalPremium = totalPremium.add(policy.getTotalPaymentPremium().multiply(exchangeRate));
            }
-                fortuneStatistics.setTotalPremium(totalPremium);
        }
-            // 查询总入账金额
+        fortuneStatisticsVO.setTotalPremium(totalPremium);
+        // 根据保单号+佣金期数计算总入账金额
        List<Commission> commissions = commissionService.lambdaQuery()
                .in(Commission::getPolicyNo, policyNoSet)
                .select(Commission::getHkdAmount)
                .list();
+        // 根据 fortuneList 的保单号+佣金期数，筛选对应的入账记录
+        Set<String> policyNoPeriodSet = new HashSet<>();
+        for (Fortune fortune : fortuneList) {
+            policyNoPeriodSet.add(fortune.getPolicyNo()+ "_" + fortune.getFortunePeriod());
+        }
+        // 计算总入账金额
        BigDecimal totalInAmount = BigDecimal.ZERO;
-            if (CollectionUtils.isNotEmpty(commissions)) {
        for (Commission commission : commissions) {
+            if (policyNoPeriodSet.contains(commission.getPolicyNo() + "_" + commission.getCommissionPeriod())) {
                totalInAmount = totalInAmount.add(commission.getHkdAmount());
            }
-                fortuneStatistics.setTotalInAmount(totalInAmount);
-            }
        }
+        fortuneStatisticsVO.setTotalInAmount(totalInAmount);
-        return fortuneStatistics;
+        return fortuneStatisticsVO;
    }
    @Override

--- a/yd-csf-service/src/main/java/com/yd/csf/service/service/impl/PolicyFollowServiceImpl.java
+++ b/yd-csf-service/src/main/java/com/yd/csf/service/service/impl/PolicyFollowServiceImpl.java
@@ -698,6 +698,7 @@ public class PolicyFollowServiceImpl extends ServiceImpl<PolicyFollowMapper, Pol
            policy.setCurrency(policyFollow.getPolicyCurrency());
            policy.setPaymentTerm(policyFollow.getIssueNumber());
            policy.setTotalPaymentPremium(calculateTotalPaymentPremium(policy));
+            policy.setTotalPaymentPremiumHkd(calculateTotalPaymentPremiumHkd(policy.getCurrency(), policy.getTotalPaymentPremium()));
            policy.setUnderwritingDate(changePolicyFollowStatusRequest.getUnderwritingDate());
            policy.setEffectiveDate(changePolicyFollowStatusRequest.getEffectiveDate());
            //冷静期结束日期
@@ -733,6 +734,11 @@ public class PolicyFollowServiceImpl extends ServiceImpl<PolicyFollowMapper, Pol
        return true;
    }
+    private BigDecimal calculateTotalPaymentPremiumHkd(String currency, BigDecimal totalPaymentPremium) {
+        BigDecimal originalToHkdRate = expectedFortuneService.queryExchangeRateByFeign(currency, "HKD");
+        return totalPaymentPremium.multiply(originalToHkdRate).setScale(4, RoundingMode.HALF_UP);
+    }
    private void policyFollowChangeStatusValidPolicyFollow(PolicyFollow policyFollow) {
        if (ObjectUtils.isEmpty(policyFollow.getReconciliationCompanyBizId())) {
            throw new BusinessException("新单跟进-基础数据，reconciliationCompanyBizId 不能为空");

--- a/yd-csf-service/src/main/resources/mappers/PolicyMapper.xml
+++ b/yd-csf-service/src/main/resources/mappers/PolicyMapper.xml
@@ -25,6 +25,7 @@
            <result property="paymentFrequency" column="payment_frequency" />
            <result property="paymentPremium" column="payment_premium" />
            <result property="totalPaymentPremium" column="total_payment_premium" />
+            <result property="totalPaymentPremiumHkd" column="total_payment_premium_hkd" />
            <result property="status" column="status" />
            <result property="currency" column="currency" />
            <result property="initialPremium" column="initial_premium" />
@@ -58,7 +59,7 @@
    <sql id="Base_Column_List">
        id,policy_biz_id,policy_no,user_biz_id,product_launch_biz_id,product_code,
        product_name,product_cate,insurance_company,insurance_company_biz_id,region,
-        policy_holder,policy_holder_age,insured,guarantee_period,sum_insured,payment_term,payment_frequency,payment_premium,total_payment_premium,
+        policy_holder,policy_holder_age,insured,guarantee_period,sum_insured,payment_term,payment_frequency,payment_premium,total_payment_premium,total_payment_premium_hkd,
        status,currency,initial_premium,sign_date,issue_date,
        effective_date,cooling_off_end_date,cooling_off_days,renewal_date,is_prepaid,deductibles,prepaid_term,
        initial_payment_method,renewal_payment_method,dividend_distribution_method,is_backtrack,is_join,