出账检核-增加币种52

d401ee45 · jianan · e5425376 · d401ee45 · d401ee45
Commit d401ee45 authored May 14, 2026 by jianan
Showing with 47 additions and 13 deletions

yd-csf-api/src/main/java/com/yd/csf/api/service/impl/ApiExpectedFortuneServiceImpl.java
+41 -13

yd-csf-service/src/main/java/com/yd/csf/service/service/impl/FortuneServiceImpl.java
+6 -0

No files found.
--- 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
@@ -1027,6 +1027,11 @@ public class ApiExpectedFortuneServiceImpl implements ApiExpectedFortuneService 
        Map<String, Policy> policyMap = policyService.queryPolicyMap(policyNoSet);
+        // 当前登录用户
+        AuthUserDto authUserDto = SecurityUtil.getCurrentLoginUser();
+        // 当前时间
+        LocalDateTime now = LocalDateTime.now();
        // 查询最新一条有 payableNo 记录
 //        int currentSeq = iExpectedFortuneService.getPayableNoCurrentSeq();
@@ -1035,6 +1040,13 @@ public class ApiExpectedFortuneServiceImpl implements ApiExpectedFortuneService 
            ExpectedFortune expectedFortune = new ExpectedFortune();
            BeanUtil.copyProperties(expectedFortuneDto, expectedFortune, "payoutDate", "actualPayoutDate");
+            // 设置创建人、更新人
+            expectedFortune.setCreatorId(authUserDto.getUserBizId());
+            expectedFortune.setCreatorName(authUserDto.getRealName());
+            expectedFortune.setUpdaterId(authUserDto.getUserBizId());
+            expectedFortune.setCreateTime(now);
+            expectedFortune.setUpdateTime(now);
            if ("R".equals(expectedFortuneDto.getFortuneBizType())) {
                Policy policy = policyMap.get(expectedFortuneDto.getPolicyNo());
                if (ObjectUtils.isEmpty(policy)) {
@@ -1053,14 +1065,18 @@ public class ApiExpectedFortuneServiceImpl implements ApiExpectedFortuneService 
            // 预计发佣类型名称
            expectedFortune.setFortuneName(queryByDict(expectedFortuneDto.getFortuneType()));
            // 预计出账年月
+            if (StringUtils.isNotBlank(expectedFortuneDto.getPayoutDate())) {
                expectedFortune.setPayoutDate(LocalDate.parse(expectedFortuneDto.getPayoutDate() + "-01"));
+            }
            // 实际出账年月
+            if (StringUtils.isNotBlank(expectedFortuneDto.getActualPayoutDate())) {
                expectedFortune.setActualPayoutDate(LocalDate.parse(expectedFortuneDto.getActualPayoutDate() + "-01"));
+            }
+            // 转介人比例默认100%
+            expectedFortune.setBrokerRatio("100");
            // 已出帐金额、待出帐金额、已出帐比例、待出帐比例
            expectedFortune.setPaidAmount(BigDecimal.ZERO);
-            // 转介人比例默认100%
-            expectedFortune.setBrokerRatio("100");
            expectedFortune.setUnpaidAmount(expectedFortune.getHkdAmount());
            expectedFortune.setPaidRatio(BigDecimal.ZERO);
            expectedFortune.setUnpaidRatio(BigDecimal.valueOf(100));
@@ -1373,8 +1389,11 @@ public class ApiExpectedFortuneServiceImpl implements ApiExpectedFortuneService 
            policy = policyService.getOne(new QueryWrapper<Policy>().eq("policy_no", request.getPolicyNo()));
        }
-        // 查询关联 fortune 数据，重新计算：已出帐金额、待出帐金额、已出帐比例、待出帐比例
+        // 根据保单号、期数查询关联 fortune 数据，重新计算：已出帐金额、待出帐金额、已出帐比例、待出帐比例
-        List<Fortune> fortuneList = fortuneService.lambdaQuery().eq(Fortune::getExpectedFortuneBizId, expectedFortune.getExpectedFortuneBizId()).list();
+        List<Fortune> fortuneList = fortuneService.lambdaQuery()
+                .eq(Fortune::getPolicyNo, request.getPolicyNo())
+                .eq(Fortune::getFortunePeriod, request.getFortunePeriod())
+                .list();
        BigDecimal paidAmount = BigDecimal.ZERO;
        BigDecimal unpaidAmount = request.getHkdAmount();
        BigDecimal paidRatio = BigDecimal.ZERO;
@@ -1397,22 +1416,31 @@ public class ApiExpectedFortuneServiceImpl implements ApiExpectedFortuneService 
        String loginUserId = currentLoginUser.getId().toString();
        ExpectedFortune updateExpectedFortune = new ExpectedFortune();
-        BeanUtils.copyProperties(request, updateExpectedFortune);
+        BeanUtils.copyProperties(request, updateExpectedFortune, "payoutDate", "actualPayoutDate");
        updateExpectedFortune.setId(expectedFortune.getId());
        // 设置 policy 关联字段
        if (policy != null) {
-            expectedFortune.setInsuranceCompanyBizId(policy.getInsuranceCompanyBizId());
+            updateExpectedFortune.setInsuranceCompanyBizId(policy.getInsuranceCompanyBizId());
-            expectedFortune.setProductLaunchBizId(policy.getProductLaunchBizId());
+            updateExpectedFortune.setProductLaunchBizId(policy.getProductLaunchBizId());
-            expectedFortune.setPremium(policy.getPaymentPremium());
+            updateExpectedFortune.setPremium(policy.getPaymentPremium());
-            expectedFortune.setPolicyCurrency(policy.getCurrency());
+            updateExpectedFortune.setPolicyCurrency(policy.getCurrency());
+        }
+        // 处理出账年月字段
+        if (StringUtils.isNotBlank(request.getPayoutDate())) {
+            updateExpectedFortune.setPayoutDate(LocalDate.parse(request.getPayoutDate() + "-01"));
+        }
+        // 处理实际出账年月字段
+        if (StringUtils.isNotBlank(request.getActualPayoutDate())) {
+            updateExpectedFortune.setActualPayoutDate(LocalDate.parse(request.getActualPayoutDate() + "-01"));
        }
        // 已出帐金额、待出帐金额、已出帐比例、待出帐比例
-        expectedFortune.setPaidAmount(paidAmount);
+        updateExpectedFortune.setPaidAmount(paidAmount);
-        expectedFortune.setUnpaidAmount(unpaidAmount);
+        updateExpectedFortune.setUnpaidAmount(unpaidAmount);
-        expectedFortune.setPaidRatio(paidRatio);
+        updateExpectedFortune.setPaidRatio(paidRatio);
-        expectedFortune.setUnpaidRatio(unpaidRatio);
+        updateExpectedFortune.setUnpaidRatio(unpaidRatio);
        updateExpectedFortune.setUpdaterId(loginUserId);
        updateExpectedFortune.setUpdateTime(LocalDateTime.now());

--- 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
@@ -581,6 +581,12 @@ public class FortuneServiceImpl extends ServiceImpl<FortuneMapper, Fortune>
        if (ObjectUtils.isEmpty(fortuneAddRequest.getFortuneBizType())) {
            throw new BusinessException(ResultCode.PARAM_CHECK_ERROR.getCode(), "出账类型不能为空");
        }
+        if (ObjectUtils.isEmpty(fortuneAddRequest.getPayoutDate())) {
+            throw new BusinessException(ResultCode.PARAM_CHECK_ERROR.getCode(), "出账年月(估)不能为空");
+        }
+        if (ObjectUtils.isEmpty(fortuneAddRequest.getActualPayoutDate())) {
+            throw new BusinessException(ResultCode.PARAM_CHECK_ERROR.getCode(), "出账年月(实)不能为空");
+        }
        if (ObjectUtils.isEmpty(fortuneAddRequest.getOriginalCurrency())) {
            throw new BusinessException(ResultCode.PARAM_CHECK_ERROR.getCode(), "原币种不能为空");