应收管理、应付管理2

97f1f7f6 · jianan · c7598e16 · 97f1f7f6 · 97f1f7f6 · 97f1f7f6
Commit 97f1f7f6 authored Dec 16, 2025 by jianan
15 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
@@ -4,6 +4,7 @@ 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.api.dto.QueryCommissionExpectedByPageResponse;
 import com.yd.csf.service.common.ErrorCode;
 import com.yd.csf.service.dto.*;
 import com.yd.csf.service.model.CommissionExpected;
@@ -147,7 +148,7 @@ public class ApiCommissionExpectedController {
     */
    @PostMapping("/queryCommissionExpectedByPage")
    @Operation(summary = "应收款管理列表查询")
-    public Result<Map<String, Object>> queryCommissionExpectedByPage(@RequestBody CommissionExpectedQueryRequest commissionExpectedQueryRequest) {
+    public Result<QueryCommissionExpectedByPageResponse> queryCommissionExpectedByPage(@RequestBody CommissionExpectedQueryRequest commissionExpectedQueryRequest) {
        long current = commissionExpectedQueryRequest.getPageNo();
        long size = commissionExpectedQueryRequest.getPageSize();
@@ -162,9 +163,9 @@ public class ApiCommissionExpectedController {
        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<>();
+        QueryCommissionExpectedByPageResponse response = new QueryCommissionExpectedByPageResponse();
-        map.put("expectedStatisticsVO", expectedStatisticsVO);
+        response.setExpectedStatisticsVO(expectedStatisticsVO);
-        map.put("page", commissionExpectedService.getCommissionExpectedVOPage(commissionExpectedPage));
+        response.setPage(commissionExpectedService.getCommissionExpectedVOPage(commissionExpectedPage));
-        return Result.success(map);
+        return Result.success(response);
    }
 }
--- a/yd-csf-api/src/main/java/com/yd/csf/api/controller/ApiExpectedFortuneController.java
+++ b/yd-csf-api/src/main/java/com/yd/csf/api/controller/ApiExpectedFortuneController.java
@@ -5,6 +5,7 @@ import com.yd.common.constant.RedisConstants;
 import com.yd.common.result.Result;
 import com.yd.common.utils.RedisUtil;
 import com.yd.csf.api.dto.ApiExpectedFortuneLogDto;
+import com.yd.csf.api.dto.ApiExpectedFortunePageResponseVO;
 import com.yd.csf.api.service.ApiExpectedFortuneLogService;
 import com.yd.csf.api.service.ApiExpectedFortuneService;
 import com.yd.csf.feign.client.expectedfortune.ApiExpectedFortuneFeignClient;
@@ -23,6 +24,7 @@ import org.springframework.web.bind.annotation.RequestBody;
 import org.springframework.web.bind.annotation.RequestMapping;
 import org.springframework.web.bind.annotation.RestController;
+import java.util.List;
 import java.util.Map;
 /**
@@ -93,7 +95,7 @@ public class ApiExpectedFortuneController implements ApiExpectedFortuneFeignClie
     */
    @PostMapping("/list")
    @Operation(summary = "分页查询 - 应付款管理列表（预计发佣列表）")
-    public Result<Map<String, Object>> list(@RequestBody ApiExpectedFortunePageRequest request) {
+    public Result<ApiExpectedFortunePageResponseVO> list(@RequestBody ApiExpectedFortunePageRequest request) {
        return apiExpectedFortuneService.list(request);
    }
@@ -112,16 +114,16 @@ public class ApiExpectedFortuneController implements ApiExpectedFortuneFeignClie
    /**
     * 新增应付账款，可批量
     *
-     * @param request
+     * @param fortuneAddRequestList
     * @return
     */
    @PostMapping("/add")
    @Operation(summary = "新增应付账款，可批量")
-    public Result<Boolean> add(@RequestBody ExpectedFortuneAddRequest request) {
+    public Result<Boolean> add(@RequestBody List<ExpectedFortuneAddRequest> fortuneAddRequestList) {
-        if (request == null || CollectionUtils.isEmpty(request.getAddList())) {
+        if (fortuneAddRequestList == null || CollectionUtils.isEmpty(fortuneAddRequestList)) {
            return Result.fail(ErrorCode.PARAMS_ERROR.getCode(), "新增应付账款列表不能为空");
        }
-        return Result.success(apiExpectedFortuneService.add(request));
+        return Result.success(apiExpectedFortuneService.add(fortuneAddRequestList));
    }
    /**

--- 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
@@ -154,6 +154,22 @@ public class ApiFortuneController {
    }
    /**
+     * 批量创建发佣
+     *
+     * @param fortuneAddRequestList
+     * @param request
+     * @return
+     */
+    @Operation(summary = "批量创建发佣")
+    @PostMapping("/addBatch")
+    public Result<Boolean> addFortuneBatch(@RequestBody List<FortuneAddRequest> fortuneAddRequestList, HttpServletRequest request) {
+        if (CollectionUtils.isEmpty(fortuneAddRequestList)) {
+            return Result.fail(ErrorCode.PARAMS_ERROR.getCode(), "发佣数据不能为空");
+        }
+        return Result.success(fortuneService.addFortuneBatch(fortuneAddRequestList));
+    }
+    /**
     * 下载选中的发佣数据
     *
     * @param fortuneDownloadRequest

--- a/yd-csf-api/src/main/java/com/yd/csf/api/dto/ApiExpectedFortunePageResponseVO.java
+++ b/yd-csf-api/src/main/java/com/yd/csf/api/dto/ApiExpectedFortunePageResponseVO.java
+package com.yd.csf.api.dto;
+import com.baomidou.mybatisplus.core.metadata.IPage;
+import com.yd.csf.feign.response.expectedfortune.ApiExpectedFortunePageResponse;
+import com.yd.csf.service.vo.ExpectedFortuneStatisticsVO;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+@Data
+public class ApiExpectedFortunePageResponseVO {
+    @Schema(description = "预计出账统计信息")
+    private ExpectedFortuneStatisticsVO statisticsVO;
+    @Schema(description = "预计出账分页列表")
+    private IPage<ApiExpectedFortunePageResponse> page;
+}
--- a/yd-csf-api/src/main/java/com/yd/csf/api/dto/QueryCommissionExpectedByPageResponse.java
+++ b/yd-csf-api/src/main/java/com/yd/csf/api/dto/QueryCommissionExpectedByPageResponse.java
+package com.yd.csf.api.dto;
+import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
+import com.yd.csf.service.vo.CommissionExpectedStatisticsVO;
+import com.yd.csf.service.vo.CommissionExpectedVO;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+@Data
+@Schema(description = "查询预计来佣分页响应")
+public class QueryCommissionExpectedByPageResponse {
+    @Schema(description = "预计来佣统计信息")
+    private CommissionExpectedStatisticsVO expectedStatisticsVO;
+    @Schema(description = "预计来佣分页列表")
+    private Page<CommissionExpectedVO> page;
+}
--- a/yd-csf-api/src/main/java/com/yd/csf/api/service/ApiExpectedFortuneService.java
+++ b/yd-csf-api/src/main/java/com/yd/csf/api/service/ApiExpectedFortuneService.java
@@ -2,6 +2,7 @@ package com.yd.csf.api.service;
 import com.baomidou.mybatisplus.core.metadata.IPage;
 import com.yd.common.result.Result;
+import com.yd.csf.api.dto.ApiExpectedFortunePageResponseVO;
 import com.yd.csf.feign.request.expectedfortune.ApiExpectedFortunePageRequest;
 import com.yd.csf.feign.request.expectedfortune.ApiGenerateExpectedFortuneRequest;
 import com.yd.csf.feign.request.expectedfortune.ExpectedFortuneAddRequest;
@@ -34,7 +35,7 @@ public interface ApiExpectedFortuneService {
    Boolean update(ExpectedFortuneUpdateRequest request);
-    Result<Map<String, Object>> list(ApiExpectedFortunePageRequest request);
+    Result<ApiExpectedFortunePageResponseVO> list(ApiExpectedFortunePageRequest request);
-    Boolean add(ExpectedFortuneAddRequest request);
+    Boolean add(List<ExpectedFortuneAddRequest> request);
 }
--- a/yd-csf-api/src/main/java/com/yd/csf/api/service/impl/ApiExpectedFortuneServiceImpl.java
+++ b/yd-csf-api/src/main/java/com/yd/csf/api/service/impl/ApiExpectedFortuneServiceImpl.java
@@ -418,7 +418,7 @@ public class ApiExpectedFortuneServiceImpl implements ApiExpectedFortuneService 
    }
    @Override
-    public Result<Map<String, Object>> list(ApiExpectedFortunePageRequest request) {
+    public Result<ApiExpectedFortunePageResponseVO> list(ApiExpectedFortunePageRequest request) {
        Page<ExpectedFortune> page = new Page<>(request.getPageNo(), request.getPageSize());
        QueryWrapper<ExpectedFortune> queryWrapper = this.getQueryWrapper(request);
@@ -428,16 +428,15 @@ public class ApiExpectedFortuneServiceImpl implements ApiExpectedFortuneService 
        ExpectedFortuneStatisticsVO statisticsVO = iExpectedFortuneService.getStatistics(fortuneList.stream().map(ExpectedFortune::getId).collect(Collectors.toList()));
        // 组装返回结果
-        Map<String, Object> result = new HashMap<>();
+        ApiExpectedFortunePageResponseVO response = new ApiExpectedFortunePageResponseVO();
-        result.put("statisticsVO", statisticsVO);
+        response.setStatisticsVO(statisticsVO);
-        result.put("page", iExpectedFortuneService.getVOPage(iPage));
+        response.setPage(iExpectedFortuneService.getVOPage(iPage));
-        return Result.success(result);
+        return Result.success(response);
    }
    @Override
-    public Boolean add(ExpectedFortuneAddRequest request) {
+    public Boolean add(List<ExpectedFortuneAddRequest> fortuneAddRequestList) {
-        List<ExpectedFortuneDto> addList = request.getAddList();
+        if (CollectionUtils.isEmpty(fortuneAddRequestList)) {
-        if (CollectionUtils.isEmpty(addList)) {
            return true;
        }
        // 查询最新一条记录
@@ -445,7 +444,7 @@ public class ApiExpectedFortuneServiceImpl implements ApiExpectedFortuneService 
        ExpectedFortune latest = latestList.isEmpty() ? null : latestList.get(0);
        ArrayList<ExpectedFortune> fortuneList = new ArrayList<>();
-        for (ExpectedFortuneDto expectedFortuneDto : addList) {
+        for (ExpectedFortuneAddRequest expectedFortuneDto : fortuneAddRequestList) {
            ExpectedFortune expectedFortune = new ExpectedFortune();
            BeanUtil.copyProperties(expectedFortuneDto, expectedFortune);
@@ -465,7 +464,7 @@ public class ApiExpectedFortuneServiceImpl implements ApiExpectedFortuneService 
     * @param expectedFortuneDto
     * @return
     */
-    private String createPayableNo(ExpectedFortuneDto expectedFortuneDto, ExpectedFortune latest) {
+    private String createPayableNo(ExpectedFortuneAddRequest expectedFortuneDto, ExpectedFortune latest) {
        String seq = "000001";
        // 有最新记录，根据最新记录的序号生成下一个序号
        if (!Objects.isNull(latest)) {

--- a/yd-csf-feign/src/main/java/com/yd/csf/feign/request/expectedfortune/ExpectedFortuneAddRequest.java
+++ b/yd-csf-feign/src/main/java/com/yd/csf/feign/request/expectedfortune/ExpectedFortuneAddRequest.java
 package com.yd.csf.feign.request.expectedfortune;
+import com.yd.csf.feign.response.expectedfortune.PolicyInfo;
+import io.swagger.v3.oas.annotations.media.Schema;
 import lombok.Data;
+import java.math.BigDecimal;
+import java.time.LocalDate;
+import java.time.LocalDateTime;
 import java.util.List;
 @Data
 public class ExpectedFortuneAddRequest {
-    private List<ExpectedFortuneDto> addList;
+    /**
+     * 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")
+    private String fortuneBizType;
+    /**
+     * 保单号
+     */
+    @Schema(description = "policy no")
+    private String policyNo;
+    /**
+     * 产品上架信息业务ID
+     */
+    @Schema(description = "产品计划: 产品上架信息业务ID")
+    private String productLaunchBizId;
+    /**
+     * 发佣期数(1=第一年; 2=第二年; 3=第三年; 4=第四年; 5=第五年)
+     */
+    @Schema(description = "fortune period")
+    private Integer fortunePeriod;
+    /**
+     * 发佣总期数
+     */
+    @Schema(description = "fortune total period")
+    private Integer fortuneTotalPeriod;
+    /**
+     * 转介人名称
+     */
+    @Schema(description = "转介人名称")
+    private String broker;
+    /**
+     * 转介人业务ID
+     */
+    @Schema(description = "broker biz id")
+    private String brokerBizId;
+    /**
+     * 团队名称
+     */
+    @Schema(description = "团队名称")
+    private String team;
+    /**
+     * 所属团队业务ID
+     */
+    @Schema(description = "所属团队 biz id")
+    private String teamBizId;
+    /**
+     * 发佣名称
+     */
+    @Schema(description = "发佣名称")
+    private String fortuneName;
+    /**
+     * 发佣类型
+     */
+    @Schema(description = "发佣类型")
+    private String fortuneType;
+    /**
+     * 预计应发金额
+     */
+    @Schema(description = "预计应发金额")
+    private BigDecimal amount;
+    /**
+     * 发佣币种
+     */
+    @Schema(description = "发佣币种")
+    private String currency;
+    /**
+     * 预计发佣日期
+     */
+    @Schema(description = "预计发佣日期")
+    private LocalDate payoutDate;
 }
--- 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
@@ -18,7 +18,7 @@ public class FortuneQueryRequest extends PageDto implements Serializable {
    /**
     * 出账状态
     */
-    @Schema(description = "出账状态 0=待出账 1=可出帐 2=完成出账 3=部分出账 4=保留 5=已失效, 字典值: csf_fortune_status")
+    @Schema(description = "出账状态 0=待出账 1=可出账，待检核 2=完成出账 3=部分出账 4=保留 5=已失效 6=可出账，检核完成, 字典值: csf_fortune_status")
    private String status;
    /**

--- a/yd-csf-service/src/main/java/com/yd/csf/service/dto/GenerateFortuneRequest.java
+++ b/yd-csf-service/src/main/java/com/yd/csf/service/dto/GenerateFortuneRequest.java
@@ -15,6 +15,6 @@ public class GenerateFortuneRequest {
    @Schema(description = "expected fortune id 列表")
    private List<Long> expectedFortuneIdList;
-    @Schema(description = "本次发佣日期")
+    @Schema(description = "发佣检核日期")
    private LocalDate payoutDate;
 }
--- 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
@@ -38,4 +38,6 @@ public interface FortuneService extends IService<Fortune> {
    Fortune queryOne(String fortuneBizId);
    FortuneStatisticsVO getFortuneStatistics(List<Long> fortuneIdList);
+    Boolean addFortuneBatch(List<FortuneAddRequest> fortuneAddRequestList);
 }
--- 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
@@ -31,6 +31,7 @@ import org.springframework.stereotype.Service;
 import org.springframework.transaction.annotation.Transactional;
 import org.springframework.transaction.support.TransactionSynchronization;
 import org.springframework.transaction.support.TransactionSynchronizationManager;
+import org.springframework.transaction.support.TransactionTemplate;
 import javax.annotation.Resource;
 import java.math.BigDecimal;
@@ -68,6 +69,8 @@ public class CommissionServiceImpl extends ServiceImpl<CommissionMapper, Commiss
    private CommissionCompareRecordService commissionCompareRecordService;
    @Resource
    private CommissionAsyncService commissionAsyncService;
+    @Resource
+    private TransactionTemplate transactionTemplate;
    @Override
@@ -325,7 +328,7 @@ public class CommissionServiceImpl extends ServiceImpl<CommissionMapper, Commiss
    @Transactional(rollbackFor = Exception.class)
    public Boolean generateFortune(GenerateFortuneRequest generateFortuneRequest) {
        if (generateFortuneRequest.getPayoutDate() == null) {
-            throw new BusinessException(ResultCode.NULL_ERROR.getCode(), "请选择本次发佣日期");
+            throw new BusinessException(ResultCode.NULL_ERROR.getCode(), "请选择发佣检核日期");
        }
        // 1. 查询对应的预计发佣记录
@@ -633,10 +636,29 @@ public class CommissionServiceImpl extends ServiceImpl<CommissionMapper, Commiss
    }
    @Override
+    @Transactional(rollbackFor = Exception.class)
    public Boolean 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));
+        // 校验来佣所属保单跟进是否存在
+        if (!CollectionUtils.isEmpty(policyList)) {
+            // 保单号映射
+            Map<String, Policy> policyMap = policyList.stream().collect(Collectors.toMap(Policy::getPolicyNo, Function.identity()));
+            for (CommissionAddRequest commissionAddRequest : customerAddRequestList) {
+                Policy policy = policyMap.get(commissionAddRequest.getPolicyNo());
+                if (policy == 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()));
+                }
+                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()));
+                }
+            }
+        }
        List<Commission> commissionList = new ArrayList<>();
        for (CommissionAddRequest request : customerAddRequestList) {
            Commission commission = new Commission();
@@ -645,8 +667,20 @@ public class CommissionServiceImpl extends ServiceImpl<CommissionMapper, Commiss
            commission.setCommissionBizId(RandomStringGenerator.generateBizId16(CommonEnum.UID_TYPE_COMMISSION.getCode()));
            commissionList.add(commission);
        }
+        boolean b = this.saveOrUpdateBatch(commissionList);
+        // 开启新事务，比对数据
+        transactionTemplate.execute(status -> {
+            try {
+                commissionAsyncService.commissionCompareBatch(commissionList);
+            } catch (Exception e) {
+                // 比对失败不影响主事务，记录日志即可
+                log.error("批量新增, 比对操作执行失败, error: {}", e.getMessage());
+            }
+            return null;
+        });
-        return this.saveBatch(commissionList);
+        return b;
    }
    /**

--- 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
@@ -321,6 +321,25 @@ public class FortuneServiceImpl extends ServiceImpl<FortuneMapper, Fortune>
        return this.baseMapper.getFortuneStatistics(fortuneIdList);
    }
+    @Override
+    @Transactional(rollbackFor = Exception.class)
+    public Boolean addFortuneBatch(List<FortuneAddRequest> fortuneAddRequestList) {
+        if (CollectionUtils.isEmpty(fortuneAddRequestList)) {
+            return false;
+        }
+        List<Fortune> fortuneList = new ArrayList<>();
+        for (FortuneAddRequest fortuneAddRequest : fortuneAddRequestList) {
+            Fortune fortune = new Fortune();
+            BeanUtil.copyProperties(fortuneAddRequest, fortune);
+            // 生成发佣业务ID
+            fortune.setFortuneBizId(RandomStringGenerator.generateBizId16(CommonEnum.UID_TYPE_FORTUNE.getCode()));
+            fortune.setStatus(FortuneStatusEnum.WAIT.getItemValue());
+            fortuneList.add(fortune);
+        }
+        return this.saveBatch(fortuneList);
+    }
 }

--- 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
@@ -13,6 +13,7 @@ import java.util.Date;
 import java.util.List;
 @Data
+@Schema(description = "预计来佣响应")
 public class CommissionExpectedVO implements Serializable {
    /**

--- a/yd-csf-service/src/main/resources/mappers/CommissionExpectedMapper.xml
+++ b/yd-csf-service/src/main/resources/mappers/CommissionExpectedMapper.xml
@@ -48,10 +48,12 @@
        FROM
            commission_expected
        <where>
-            id IN
+            <if test="expectedIds != null and expectedIds.size > 0">
-            <foreach collection="expectedIds" item="item" open="(" close=")" separator=",">
+                id IN
-                #{item}
+                <foreach collection="expectedIds" item="item" open="(" close=")" separator=",">
-            </foreach>
+                    #{item}
+                </foreach>
+            </if>
        </where>
    </select>
 </mapper>