Skip to content

Y
yd-csf
Commit d77df53c by zhangxingmin
Options

Merge remote-tracking branch 'origin/dev' into prod

parents c78f9964 6318f6a3
Showing with 518 additions and 354 deletions
yd-csf-api/src/main/java/com/yd/csf/api/controller/ApiCommissionExpectedController.java
......@@ -397,7 +397,6 @@ public class ApiCommissionExpectedController {
return Result.success(response);
}
public IPage<ReceivableReportVO> convertReceivableReport(IPage<ReceivableReportVO> receivableReportPage) {
if (!org.springframework.util.CollectionUtils.isEmpty(receivableReportPage.getRecords())) {
List<String> policyNoList = receivableReportPage.getRecords().stream().map(ReceivableReportVO::getPolicyNo).collect(Collectors.toList());
......@@ -415,12 +414,12 @@ public class ApiCommissionExpectedController {
vo.setProductName(policyFollow.getProductName());
vo.setProductLaunchBizId(policyFollow.getProductLaunchBizId());
}
//已入账比例（%）>= 预计入账比例（%） 待入账比例和待入账金额归零
//已入账比例（%）
BigDecimal paidRatio = ObjectUtils.defaultIfNull(vo.getPaidRatio(), BigDecimal.ZERO);
//实用率和值 >= 预计入账比例（%） 待入账比例和待入账金额归零
//实用率和值
BigDecimal paid = ObjectUtils.defaultIfNull(vo.getPaid(), BigDecimal.ZERO);
//预计入账比例（%）
BigDecimal commissionRatio = ObjectUtils.defaultIfNull(vo.getCommissionRatio(), BigDecimal.ZERO);
if (paidRatio.compareTo(commissionRatio) >= 0) {
if (paid.compareTo(commissionRatio) >= 0) {
//待入账金额（港币）
vo.setUnpaidAmount(BigDecimal.ZERO);
//待入账比例（%）
......
yd-csf-api/src/main/java/com/yd/csf/api/controller/ApiFortuneController.java
......@@ -429,13 +429,13 @@ public class ApiFortuneController {
}
/**
* 修改设置出账年月（实）），设置完成后，更新到应付款管理明细中
* 修改设置出账年月（实）
*
* @param editActualPayoutDateRequest
* @return
*/
@PostMapping("/edit/actual_payout_date")
@Operation(summary = "修改设置出账年月（实），设置完成后，更新到应付款管理明细中")
@Operation(summary = "修改设置出账年月（实）")
public Result<Boolean> editActualPayoutDate(@RequestBody EditActualPayoutDateRequest editActualPayoutDateRequest) {
if (editActualPayoutDateRequest == null || StringUtils.isBlank(editActualPayoutDateRequest.getFortuneBizId())) {
return Result.fail(ErrorCode.PARAMS_ERROR.getCode(), "fortuneBizId 不能为空");
......
yd-csf-api/src/main/java/com/yd/csf/api/controller/ApiPolicyFollowController.java
......@@ -529,6 +529,9 @@ public class ApiPolicyFollowController {
if (policyFollow == null) {
return Result.fail(ResultCode.NULL_ERROR.getCode(), ResultCode.NULL_ERROR.getMessage());
}
if (ObjectUtils.isEmpty(policyFollow.getPolicyNo())) {
return Result.fail(ResultCode.NULL_ERROR.getCode(), "新单跟进记录中，保单号不能为空");
}
if (ObjectUtils.isEmpty(policyFollow.getReconciliationCompanyCode())) {
return Result.fail(ResultCode.NULL_ERROR.getCode(), "新单跟进记录中，reconciliationCompanyCode不能为空");
}
......
yd-csf-api/src/main/java/com/yd/csf/api/dto/GenerateExpectedFortuneDto.java
package com.yd.csf.api.dto;
import com.baomidou.mybatisplus.annotation.TableField;
import lombok.AllArgsConstructor;
import lombok.Builder;
import lombok.Data;
......@@ -121,6 +122,16 @@ public class GenerateExpectedFortuneDto {
private String brokerRatio;
/**
* 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）
*/
private String amountSourceId;
/**
* 奖金来源名称（类型：转介人等）
*/
private String amountSourceName;
/**
* 获得积分业务员绑定的基本法列表对应计算值
*/
private List<AlgorithmResDto> algorithmResDtoList;
......
yd-csf-feign/src/main/java/com/yd/csf/feign/response/expectedfortune/ApiExpectedFortunePageResponse.java
......@@ -35,246 +35,136 @@ public class ApiExpectedFortunePageResponse {
@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;
/**
* 应付款编号
*/
@Schema(description = "应付款编号（业务编号）")
@Schema(description = "业务编号")
private String payableNo;
/**
* 保单号
*/
@Schema(description = "policy no")
private String policyNo;
/**
* 期交保费
*/
@Schema(description = "期交保费")
private BigDecimal premium;
/**
* 保险公司 ID
*/
@Schema(description = "保险公司 ID")
private String insuranceCompanyBizId;
/**
* 保险公司
*/
@Schema(description = "保险公司")
private String insuranceCompany;
/**
* 产品计划 ID
*/
@Schema(description = "产品计划 ID")
private String productLaunchBizId;
/**
* 产品计划
*/
@Schema(description = "产品计划")
private String productName;
/**
* 出账期数(1=第一年; 2=第二年; 3=第三年; 4=第四年; 5=第五年)
*/
@Schema(description = "出账期数")
private Integer fortunePeriod;
/**
* 总期数
*/
@Schema(description = "总期数")
private Integer fortuneTotalPeriod;
/**
* 转介人
*/
@Schema(description = "转介人")
private String broker;
/**
* 转介人业务ID
*/
@Schema(description = "转介人业务ID")
private String brokerBizId;
/**
* 转介人等级名称
*/
@Schema(description = "转介人等级名称")
@Schema(description = "职级")
private String brokerGradeName;
/**
* 团队名称
*/
@Schema(description = "关联人员")
private String amountSourceName;
@Schema(description = "团队名称")
private String team;
/**
* 所属团队业务ID
*/
@Schema(description = "所属团队业务ID")
private String teamBizId;
/**
* 出账项目
*/
@Schema(description = "出账项目")
private String fortuneName;
/**
* 出账项目类型
*/
@Schema(description = "出账项目类型 字典值: csf_fortune_type")
private String fortuneType;
/**
* 持有比例
*/
@Schema(description = "持有比例")
private String brokerRatio;
@Schema(description = "出账状态 0=待出账 1=可出帐，待检核 2=完成出账 3=部分出账 4=保留 5=已失效 6=可出账, 已检核 7=未找到当前预计出账对应的来佣 字典值: csf_expected_fortune_status")
private String status;
@Schema(description = "出账期数")
private Integer fortunePeriod;
// ========== 保单币种及金额（基本法币种） ==========
/**
* 保单币种金额（保单币种金额 = 标准发佣金额 * 转介人介绍费占比）
*/
@Schema(description = "保单币种金额（保单币种金额 = 标准发佣金额 * 转介人介绍费占比）")
private BigDecimal ruleAmount;
@Schema(description = "总期数")
private Integer fortuneTotalPeriod;
/**
* 保单币种
*/
@Schema(description = "保单币种")
private String ruleCurrency;
@Schema(description = "出账年月（估）")
@JsonFormat(pattern = "yyyy-MM", timezone = "GMT+8")
private LocalDate payoutDate;
/**
* 预计出账-默认保单币种汇率（保单币种 -> 港币汇率）
*/
@Schema(description = "预计出账-默认保单币种汇率（保单币种 -> 港币汇率）")
private BigDecimal defaultExchangeRate;
@Schema(description = "出账年月（实）")
@JsonFormat(pattern = "yyyy-MM", timezone = "GMT+8")
private LocalDate actualPayoutDate;
/**
* 预计出账-HKD应出账金额
*/
@Schema(description = "预计出账-HKD应出账金额")
private BigDecimal hkdAmount;
@Schema(description = "入账检核汇率")
private BigDecimal exchangeRate;
@Schema(description = "保单币种->HKD汇率")
private BigDecimal originalToHkdRate;
@Schema(description = "HKD->发放币种汇率")
private BigDecimal hkdToPayoutRate;
@Schema(description = "保单币种")
private String ruleCurrency;
// ========== 原币种及金额 ==========
@Schema(description = "原币种")
private String originalCurrency;
@Schema(description = "发放币种")
private String payoutCurrency;
@Schema(description = "原币种金额")
private BigDecimal originalAmount;
@Schema(description = "原币→港币汇率")
private BigDecimal originalToHkdRate;
@Schema(description = "应发港币金额（估）")
private BigDecimal hkdAmount;
@Schema(description = "应发保单记账金额")
private BigDecimal ruleAmount;
// ========== 发放币种及金额 ==========
@Schema(description = "发放币种")
private String payoutCurrency;
@Schema(description = "发放币种金额")
private BigDecimal payoutAmount;
@Schema(description = "港币→发放币汇率")
private BigDecimal hkdToPayoutRate;
@Schema(description = "本次发放保单记账金额")
private BigDecimal currentPaymentRuleAmount;
@Schema(description = "本次发放金额")
private BigDecimal currentPayoutAmount;
/**
* 实际出账-本次出账金额（HKD）
*/
@Schema(description = "实际出账-本次出账金额（HKD）")
@Schema(description = "本次发放折合港币金额")
private BigDecimal currentPaymentHkdAmount;
/**
* 实际出账-本期结算汇率
*/
@Schema(description = "实际出账-本期结算汇率")
private BigDecimal exchangeRate;
@Schema(description = "本次发放比例")
private BigDecimal currentPaymentRatio;
/**
* 出账币种名称
*/
@Schema(description = "出账币种名称")
private String currencyName;
@Schema(description = "累积已发放保单记账金额")
private BigDecimal paidRuleAmount;
/**
* 出账状态
*/
@Schema(description = "出账状态 0=待出账 1=可出帐，待检核 2=完成出账 3=部分出账 4=保留 5=已失效 6=可出账, 已检核 7=未找到当前预计出账对应的来佣 字典值: csf_expected_fortune_status")
private String status;
@Schema(description = "累积已发放港币金额")
private BigDecimal paidAmount;
/**
* 出账状态-修改理由
*/
@Schema(description = "出账状态-修改理由")
private String statusDesc;
@Schema(description = "累积已发放比例")
private BigDecimal paidRatio;
/**
* 出账年月（估）
*/
@Schema(description = "出账年月（估）")
@JsonFormat(pattern = "yyyy-MM", timezone = "GMT+8")
private LocalDate payoutDate;
@Schema(description = "剩余发放比例")
private BigDecimal unpaidRatio;
/**
* 出账年月（实）
*/
@Schema(description = "出账年月（实）")
@JsonFormat(pattern = "yyyy-MM", timezone = "GMT+8")
private LocalDate actualPayoutDate;
@Schema(description = "剩余保单记账金额")
private BigDecimal unpaidRuleAmount;
/**
* 预计出账-已出账金额（HKD）
*/
@Schema(description = "预计出账-已出账金额（HKD）")
private BigDecimal paidAmount;
@Schema(description = "剩余发放折合港币金额")
private BigDecimal unpaidRuleAmounthHkd;
/**
* 预计出账-待出账金额
*/
@Schema(description = "预计出账-待出账金额")
private BigDecimal unpaidAmount;
@Schema(description = "发放币种金额")
private BigDecimal payoutAmount;
/**
* 预计出账-已出账金额比例 已出账金额/应出账金额
*/
@Schema(description = "预计出账-已出账金额比例 已出账金额/应出账金额")
private BigDecimal paidRatio;
@Schema(description = "期交保费")
private BigDecimal premium;
/**
* 预计出账-待出账比例 待出账金额/应出账金额
*/
@Schema(description = "预计出账-待出账比例 待出账金额/应出账金额")
private BigDecimal unpaidRatio;
@Schema(description = "产品计划 ID")
private String productLaunchBizId;
@Schema(description = "产品计划")
private String productName;
@Schema(description = "持有比例")
private String brokerRatio;
/**
* 备注
*/
@Schema(description = "备注")
private String remark;
/**
* 创建人
*/
@Schema(description = "创建人")
private String creatorName;
/**
* 创建时间
*/
@Schema(description = "创建时间")
@JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss", timezone = "GMT+8")
private LocalDateTime createTime;
/**
* 更新时间（操作时间）
*/
@Schema(description = "更新时间")
@Schema(description = "更新时间（操作时间）")
@JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss", timezone = "GMT+8")
private LocalDateTime updateTime;
......
yd-csf-service/src/main/java/com/yd/csf/service/component/DictCacheService.java 0 → 100644
package com.yd.csf.service.component;
import com.yd.common.constant.RedisConstants;
import com.yd.common.utils.RedisUtil;
import com.yd.user.feign.client.sysdict.ApiSysDictFeignClient;
import com.yd.user.feign.request.sysdict.GetDictTypeListRequest;
import com.yd.user.feign.response.sysdict.GetDictItemListByDictTypeResponse;
import com.yd.user.feign.response.sysdict.GetDictTypeListResponse;
import lombok.extern.slf4j.Slf4j;
import org.springframework.stereotype.Component;
import org.springframework.util.CollectionUtils;
import javax.annotation.Resource;
import java.util.*;
import java.util.stream.Collectors;
@Slf4j
@Component
public class DictCacheService {
@Resource
private RedisUtil redisUtil;
@Resource
private ApiSysDictFeignClient apiSysDictFeignClient;
/**
* 获取字典列表，缓存未命中或缺少指定类型时，按需从Feign拉取并合并写入Redis
*
* @param dictTypes 需要的字典类型编码
*/
public List<GetDictItemListByDictTypeResponse> getDictList(String... dictTypes) {
if (dictTypes == null || dictTypes.length == 0) {
return Collections.emptyList();
}
// 快速路径：从Redis获取缓存
List<GetDictItemListByDictTypeResponse> cached = redisUtil.getCacheObject(RedisConstants.DICT_LIST);
// 收集需要拉取的dictType
Set<String> neededTypes = new HashSet<>(Arrays.asList(dictTypes));
if (CollectionUtils.isEmpty(cached)) {
// 缓存完全为空
return fetchAndCache(neededTypes, Collections.emptyList());
} else {
// 检查缓存中已有哪些类型
Set<String> cachedTypes = cached.stream()
.filter(Objects::nonNull)
.map(GetDictItemListByDictTypeResponse::getDictType)
.filter(Objects::nonNull)
.collect(Collectors.toSet());
Set<String> missingTypes = new HashSet<>(neededTypes);
missingTypes.removeAll(cachedTypes);
if (missingTypes.isEmpty()) {
return cached;
}
return fetchAndCache(missingTypes, cached);
}
}
/**
* 加锁从Feign拉取缺失的字典类型，合并到已有缓存并写回Redis
*/
private List<GetDictItemListByDictTypeResponse> fetchAndCache(Set<String> missingTypes, List<GetDictItemListByDictTypeResponse> existingCache) {
synchronized (this) {
// 双重检查：再次从Redis读取，防止并发时重复拉取
List<GetDictItemListByDictTypeResponse> cached = redisUtil.getCacheObject(RedisConstants.DICT_LIST);
if (!CollectionUtils.isEmpty(cached)) {
Set<String> cachedTypes = cached.stream()
.filter(Objects::nonNull)
.map(GetDictItemListByDictTypeResponse::getDictType)
.filter(Objects::nonNull)
.collect(Collectors.toSet());
missingTypes.removeAll(cachedTypes);
if (missingTypes.isEmpty()) {
return cached;
}
existingCache = cached;
}
// 从Feign拉取缺失类型
List<GetDictItemListByDictTypeResponse> fetched = fetchFromFeign(missingTypes);
// 合并并去重
List<GetDictItemListByDictTypeResponse> merged = mergeCache(existingCache, fetched);
if (!CollectionUtils.isEmpty(merged)) {
redisUtil.setCacheObject(RedisConstants.DICT_LIST, merged);
}
return merged;
}
}
/**
* 调用Feign拉取指定字典类型的数据
*/
private List<GetDictItemListByDictTypeResponse> fetchFromFeign(Set<String> dictTypes) {
try {
GetDictTypeListRequest request = new GetDictTypeListRequest();
request.setTypeList(new ArrayList<>(dictTypes));
List<GetDictTypeListResponse> dictTypeResponses = apiSysDictFeignClient.getByDictTypeList(request).getData();
if (CollectionUtils.isEmpty(dictTypeResponses)) {
log.warn("Feign返回空字典列表, 请求类型: {}", dictTypes);
return Collections.emptyList();
}
return dictTypeResponses.stream()
.filter(Objects::nonNull)
.filter(dtr -> dtr.getDictItemList() != null)
.flatMap(dtr -> dtr.getDictItemList().stream())
.collect(Collectors.toList());
} catch (Exception e) {
log.error("从Feign拉取字典数据失败, 请求类型: {}", dictTypes, e);
return Collections.emptyList();
}
}
/**
* 合并已有缓存与新拉取数据，按 dictType + itemValue 去重
*/
private List<GetDictItemListByDictTypeResponse> mergeCache(
List<GetDictItemListByDictTypeResponse> existing,
List<GetDictItemListByDictTypeResponse> fetched) {
Map<String, GetDictItemListByDictTypeResponse> merged = new LinkedHashMap<>();
// 先放入已有缓存
for (GetDictItemListByDictTypeResponse item : existing) {
if (item != null && item.getDictType() != null && item.getItemValue() != null) {
String key = item.getDictType() + ":" + item.getItemValue();
merged.put(key, item);
}
}
// 再放入新拉取数据（覆盖相同key的旧值）
for (GetDictItemListByDictTypeResponse item : fetched) {
if (item != null && item.getDictType() != null && item.getItemValue() != null) {
String key = item.getDictType() + ":" + item.getItemValue();
merged.put(key, item);
}
}
return new ArrayList<>(merged.values());
}
}
yd-csf-service/src/main/java/com/yd/csf/service/config/CsfMybatisPlusConfig.java
......@@ -14,6 +14,7 @@ import org.springframework.context.annotation.Configuration;
import org.springframework.context.annotation.Primary;
import java.time.LocalDateTime;
import java.util.Date;
@Slf4j
@Configuration
......@@ -33,44 +34,65 @@ public class CsfMybatisPlusConfig {
/**
* 自动填充字段配置（如创建人、更新人等）
*/
/**
* 自动填充字段配置（如创建人、更新人等）
*/
@Bean
@Primary
public MetaObjectHandler metaObjectHandler() {
log.info("MetaObjectHandler Bean 正在创建...","MetaObjectHandler Bean 正在创建==========");
return new MetaObjectHandler() {
@Override
public void insertFill(MetaObject metaObject) {
//获取Security上下文当前用户的登录信息
AuthUserDto authUserDto = null;
try {
authUserDto = SecurityUtil.getCurrentLoginUser();
}catch (Exception e) {
log.info("获取Security上下文当前用户的登录信息失败，{}",e.getMessage());
} catch (Exception e) {
log.info("获取Security上下文当前用户的登录信息失败，{}", e.getMessage());
}
log.info("metaObjectHandler=======insertFill自动填充获取用户信息：{}", JSON.toJSONString(authUserDto));
log.info("metaObjectHandler insertFill 获取用户信息：{}", JSON.toJSONString(authUserDto));
if (authUserDto != null) {
//自动注入创建人和创建用户名
this.strictInsertFill(metaObject, "creatorId", String.class, authUserDto.getUserBizId());
this.strictInsertFill(metaObject, "creatorName", String.class, authUserDto.getRealName());
this.strictUpdateFill(metaObject, "updaterId", String.class, authUserDto.getUserBizId());
this.strictUpdateFill(metaObject, "updaterName", String.class, authUserDto.getRealName());
// 仅当字段为空时才填充
if (getFieldValByName("creatorId", metaObject) == null) {
this.strictInsertFill(metaObject, "creatorId", String.class, authUserDto.getUserBizId());
}
if (getFieldValByName("creatorName", metaObject) == null) {
this.strictInsertFill(metaObject, "creatorName", String.class, authUserDto.getRealName());
}
if (getFieldValByName("createTime", metaObject) == null) {
this.strictInsertFill(metaObject, "createTime", Date.class, new Date());
}
if (getFieldValByName("updaterId", metaObject) == null) {
this.strictInsertFill(metaObject, "updaterId", String.class, authUserDto.getUserBizId());
}
if (getFieldValByName("updaterName", metaObject) == null) {
this.strictInsertFill(metaObject, "updaterName", String.class, authUserDto.getRealName());
}
if (getFieldValByName("updateTime", metaObject) == null) {
this.strictInsertFill(metaObject, "updateTime", Date.class, new Date());
}
}
}
@Override
public void updateFill(MetaObject metaObject) {
//获取Security上下文当前用户的登录信息
AuthUserDto authUserDto = null;
try {
authUserDto = SecurityUtil.getCurrentLoginUser();
}catch (Exception e) {
log.info("获取Security上下文当前用户的登录信息失败，{}",e.getMessage());
} catch (Exception e) {
log.info("获取Security上下文当前用户的登录信息失败，{}", e.getMessage());
}
log.info("metaObjectHandler=======updateFill自动填充获取用户信息：{}", JSON.toJSONString(authUserDto));
log.info("metaObjectHandler updateFill 获取用户信息：{}", JSON.toJSONString(authUserDto));
if (authUserDto != null) {
//自动注入更新人和更新用户名
this.strictUpdateFill(metaObject, "updaterId", String.class, authUserDto.getUserBizId());
this.strictUpdateFill(metaObject, "updaterName", String.class, authUserDto.getRealName());
// 仅当字段为空时才填充
if (getFieldValByName("updaterId", metaObject) == null) {
this.strictUpdateFill(metaObject, "updaterId", String.class, authUserDto.getUserBizId());
}
if (getFieldValByName("updaterName", metaObject) == null) {
this.strictUpdateFill(metaObject, "updaterName", String.class, authUserDto.getRealName());
}
if (getFieldValByName("updateTime", metaObject) == null) {
this.strictUpdateFill(metaObject, "updateTime", Date.class, new Date());
}
}
}
};
......
yd-csf-service/src/main/java/com/yd/csf/service/dao/ExpectedFortuneMapper.java
......@@ -33,11 +33,11 @@ public interface ExpectedFortuneMapper extends BaseMapper<ExpectedFortune> {
/**
* 应付款报表 - 按保单号和期数维度统计（分页）
* @param page 分页参数
* @param expectedFortuneIds 预计发佣ID列表
* @param queryWrapper 查询条件
* @return 应付款报表VO分页列表
*/
IPage<PayableReportVO> payableReportPage(@Param("page") Page<PayableReportVO> page,
@Param("expectedFortuneIds") List<Long> expectedFortuneIds);
@Param("ew") QueryWrapper<ExpectedFortune> queryWrapper);
/**
* 更新预计发佣记录的出账状态
......@@ -68,4 +68,11 @@ public interface ExpectedFortuneMapper extends BaseMapper<ExpectedFortune> {
* @return 统计信息
*/
ExpectedFortuneStatisticsVO queryListStatistics(@Param("ew") QueryWrapper<ExpectedFortune> queryWrapper);
/**
* 查询预计发佣和实际发佣的全部列表（无分页，用于导出）
* @param queryWrapper 查询条件
* @return 全部列表数据
*/
List<ApiExpectedFortunePageResponse> queryListAll(@Param("ew") QueryWrapper<ExpectedFortune> queryWrapper);
}
yd-csf-service/src/main/java/com/yd/csf/service/dto/FortuneAccountQueryRequest.java
......@@ -26,11 +26,18 @@ public class FortuneAccountQueryRequest extends PageDto {
@Schema(description = "出账状态, 可多选 字典值：csf_fortune_account_status")
private List<String> statusList;
@Schema(description = "出账日期开始", format = "date")
@JsonFormat(pattern = "yyyy-MM-dd", timezone = "GMT+8")
private Date accountDateStart;
@Schema(description = "出账日期结束", format = "date")
@JsonFormat(pattern = "yyyy-MM-dd", timezone = "GMT+8")
private Date accountDateEnd;
//这样前端传 accountDateStart = 2026-09吗
// @Schema(description = "出账日期开始", format = "date")
// @JsonFormat(pattern = "yyyy-MM-dd", timezone = "GMT+8")
// private Date accountDateStart;
//
// @Schema(description = "出账日期结束", format = "date")
// @JsonFormat(pattern = "yyyy-MM-dd", timezone = "GMT+8")
// private Date accountDateEnd;
@Schema(description = "出账日期开始")
private String accountDateStart;
@Schema(description = "出账日期结束")
private String accountDateEnd;
}
yd-csf-service/src/main/java/com/yd/csf/service/model/Commission.java
......@@ -189,11 +189,13 @@ public class Commission implements Serializable {
/**
* 创建时间
*/
@TableField(value = "create_time", fill = FieldFill.INSERT)
private Date createTime;
/**
* 更新时间
*/
@TableField(value = "update_time", fill = FieldFill.INSERT_UPDATE)
private Date updateTime;
@TableField(exist = false)
......
yd-csf-service/src/main/java/com/yd/csf/service/model/ExpectedFortune.java
......@@ -133,6 +133,18 @@ public class ExpectedFortune implements Serializable {
private String fortuneType;
/**
* 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;
/**
* 奖金来源人名称（类型：转介人等）
*/
@TableField("amount_source_name")
private String amountSourceName;
/**
* 转介人介绍费占比
*/
@TableField("broker_ratio")
......@@ -164,6 +176,24 @@ public class ExpectedFortune implements Serializable {
private String ruleCurrency;
/**
* 累积已发放保单记账金额
*/
@TableField("paid_rule_amount")
private BigDecimal paidRuleAmount;
/**
* 剩余保单记账金额
*/
@TableField("unpaid_rule_amount")
private BigDecimal unpaidRuleAmount;
/**
* 剩余发放折合港币金额
*/
@TableField("unpaid_rule_amount_hkd")
private BigDecimal unpaidRuleAmountHkd;
/**
* 出账状态 0=待出账 1=可出帐 2=可出帐，待检核 3=部分出账 4=保留 5=已失效 6=可出账, 已检核 7=未找到当前预计发佣对应的来佣 字典值: csf_expected_fortune_status
*/
@TableField("status")
......
yd-csf-service/src/main/java/com/yd/csf/service/service/CommissionService.java
......@@ -70,5 +70,5 @@ public interface CommissionService extends IService<Commission> {
*/
BigDecimal queryCommissionExchangeRate(String policyNo, Integer commissionPeriod);
Long queryCount(String commissionExpectedBizId);
}
yd-csf-service/src/main/java/com/yd/csf/service/service/IExpectedFortuneService.java
......@@ -10,7 +10,6 @@ import com.baomidou.mybatisplus.extension.service.IService;
import com.yd.csf.service.vo.ExpectedFortuneStatisticsVO;
import com.yd.csf.service.vo.PayableReportVO;
import java.time.LocalDate;
import java.util.List;
/**
......@@ -41,11 +40,11 @@ public interface IExpectedFortuneService extends IService<ExpectedFortune> {
/**
* 应付款报表 - 按保单号和期数维度统计（分页）
*
* @param page 分页参数
* @param expectedFortuneIds 预计发佣ID列表
* @param page 分页参数
* @param queryWrapper 查询条件
* @return 应付款报表VO分页列表
*/
IPage<PayableReportVO> payableReportPage(Page<PayableReportVO> page, List<Long> expectedFortuneIds);
IPage<PayableReportVO> payableReportPage(Page<PayableReportVO> page, QueryWrapper<ExpectedFortune> queryWrapper);
void updateBatchByBizId(List<String> expectedFortuneBizIdList, String status);
......@@ -80,4 +79,12 @@ public interface IExpectedFortuneService extends IService<ExpectedFortune> {
* @return 统计信息
*/
ExpectedFortuneStatisticsVO queryListStatistics(QueryWrapper<ExpectedFortune> queryWrapper);
/**
* 查询预计发佣和实际发佣的全部列表（无分页，用于导出）
*
* @param queryWrapper 查询条件
* @return 全部列表数据
*/
List<ApiExpectedFortunePageResponse> queryListAll(QueryWrapper<ExpectedFortune> queryWrapper);
}
yd-csf-service/src/main/java/com/yd/csf/service/service/impl/CommissionExpectedServiceImpl.java
......@@ -22,6 +22,7 @@ import com.yd.common.exception.BusinessException;
import com.yd.common.result.Result;
import com.yd.common.utils.RandomStringGenerator;
import com.yd.common.utils.RedisUtil;
import com.yd.csf.service.component.DictCacheService;
import com.yd.csf.service.component.ReceivableService;
import com.yd.csf.service.dto.*;
import com.yd.csf.service.enums.CommissionExpectedStatusEnum;
......@@ -94,6 +95,8 @@ public class CommissionExpectedServiceImpl extends ServiceImpl<CommissionExpecte
private CustomerService customerService;
@Resource
private CommissionExpectedService commissionExpectedService;
@Resource
private DictCacheService dictCacheService;
// 用于对象转换的ObjectMapper
private static final ObjectMapper objectMapper = new ObjectMapper();
......@@ -877,17 +880,22 @@ public class CommissionExpectedServiceImpl extends ServiceImpl<CommissionExpecte
.divide(BigDecimal.valueOf(100), 4, RoundingMode.HALF_UP)
);
commissionExpected.setPremium(policy.getPaymentPremium());
//查询实际来用数据量
Long count = commissionService.queryCount(commissionExpected.getCommissionExpectedBizId());
//已入账比例
BigDecimal paidRatio = ObjectUtils.defaultIfNull(commissionExpected.getPaidRatio(), BigDecimal.ZERO);
//预计入账比例（保单产品来佣金率）
BigDecimal commissionRatio = ObjectUtils.defaultIfNull(commissionExpected.getCommissionRatio(), BigDecimal.ZERO);
//已入账比例 >= 预计入账比例 -> 入账状态置为完成入账。否则部分入账
if (paidRatio.compareTo(commissionRatio) >= 0) {
//完成入账
commissionExpected.setStatus("1");
}else {
//部分入账
commissionExpected.setStatus("2");
if (count > 0){
//判断下面的前提是必须有实际的数据
//已入账比例 >= 预计入账比例 -> 入账状态置为完成入账。否则部分入账
if (paidRatio.compareTo(commissionRatio) >= 0) {
//完成入账
commissionExpected.setStatus("1");
}else {
//部分入账
commissionExpected.setStatus("2");
}
}
} else {
commissionExpected.setExpectedAmount(
......@@ -1024,7 +1032,7 @@ public class CommissionExpectedServiceImpl extends ServiceImpl<CommissionExpecte
CommissionExpectedStatisticsVO vo = new CommissionExpectedStatisticsVO();
vo.setTotalAmount(totalAmount);
vo.setTotalPaidAmount(totalPaidAmount);
vo.setPendingPaidAmount(totalAmount.subtract(totalPaidAmount));
vo.setPendingPaidAmountS(totalAmount.subtract(totalPaidAmount));
if (totalAmount.compareTo(BigDecimal.ZERO) > 0) {
BigDecimal ratio = totalPaidAmount.divide(totalAmount, 4, RoundingMode.HALF_UP)
......@@ -1035,9 +1043,10 @@ public class CommissionExpectedServiceImpl extends ServiceImpl<CommissionExpecte
}
// 待入账金额归零 = 已入账来佣比例（累计实佣率）>= 累计产品来佣率
if (totalPaidRatio.compareTo(totalCommissionRatio) >= 0){
vo.setPendingPaidAmount(BigDecimal.ZERO);
}
// if (totalPaidRatio.compareTo(totalCommissionRatio) >= 0){
// vo.setPendingPaidAmount(BigDecimal.ZERO);
// }
vo.setPendingPaidAmount(totalAmount);
vo.setTotalPolicyCount(policyNoSet.size());
vo.setTotalPremium(totalPremium);
vo.setFromTotalPremium(fromTotalPremium);
......@@ -1094,7 +1103,7 @@ public class CommissionExpectedServiceImpl extends ServiceImpl<CommissionExpecte
throw new BusinessException("保单供款年期不能为空");
}
//查询redis缓存的字典列表信息
List<GetDictItemListByDictTypeResponse> dictTypeResponses = redisUtil.getCacheObject(RedisConstants.DICT_LIST);
List<GetDictItemListByDictTypeResponse> dictTypeResponses = dictCacheService.getDictList("csf_commission_type");
if (StringUtils.isNotBlank(productLaunchBizId)) {
List<ApiExpectedSpeciesListResponse> expectedSpeciesList = queryExpectedSpeciesByFeign(productLaunchBizId);
......@@ -1165,6 +1174,8 @@ public class CommissionExpectedServiceImpl extends ServiceImpl<CommissionExpecte
commissionExpected.setUpdaterId("");
commissionExpected.setCreateTime(new Date());
commissionExpected.setUpdateTime(new Date());
commissionExpected.setCreatorName("系统生成");
commissionExpected.setUpdaterName("系统生成");
commissionExpectedList.add(commissionExpected);
}
......
yd-csf-service/src/main/java/com/yd/csf/service/service/impl/CommissionServiceImpl.java
......@@ -789,12 +789,11 @@ public class CommissionServiceImpl extends ServiceImpl<CommissionMapper, Commiss
BigDecimal hkdAmount = fortune.getRuleAmount().multiply(exchangeRate);
fortune.setHkdAmount(hkdAmount);
fortune.setCurrentPaymentAmount(hkdAmount);
fortune.setCurrentPaymentAmount(fortune.getRuleAmount());
fortune.setCurrentPaymentHkdAmount(hkdAmount);
// 默认发放币种、汇率、发放币种金额
fortune.setPayoutCurrency("HKD");
fortune.setHkdToPayoutRate(BigDecimal.ONE);
fortune.setPayoutAmount(hkdAmount);
// 重新计算发放币种金额
BigDecimal payoutAmount = hkdAmount.multiply(expectedFortune.getHkdToPayoutRate());
fortune.setPayoutAmount(payoutAmount);
// 更新预计发佣记录的港币金额
ExpectedFortune update = new ExpectedFortune();
......@@ -803,9 +802,8 @@ public class CommissionServiceImpl extends ServiceImpl<CommissionMapper, Commiss
update.setOriginalToHkdRate(exchangeRate);
update.setHkdAmount(hkdAmount);
update.setUnpaidAmount(hkdAmount);
update.setPayoutCurrency("HKD");
update.setHkdToPayoutRate(BigDecimal.ONE);
update.setPayoutAmount(hkdAmount);
update.setUnpaidRuleAmountHkd(hkdAmount);
update.setPayoutAmount(payoutAmount);
updatedExpectedFortuneList.add(update);
} else {
fortune.setExchangeRate(expectedFortune.getDefaultExchangeRate());
......@@ -1270,6 +1268,14 @@ public class CommissionServiceImpl extends ServiceImpl<CommissionMapper, Commiss
return commissionRecord.getExchangeRate();
}
@Override
public Long queryCount(String commissionExpectedBizId) {
return this.baseMapper.selectCount(new LambdaQueryWrapper<Commission>()
.eq(Commission::getCommissionExpectedBizId,commissionExpectedBizId)
.eq(Commission::getIsDeleted,0)
);
}
/**
* 查询列表
......
yd-csf-service/src/main/java/com/yd/csf/service/service/impl/ExpectedFortuneServiceImpl.java
......@@ -105,8 +105,6 @@ public class ExpectedFortuneServiceImpl extends ServiceImpl<ExpectedFortuneMappe
Map<String, PolicyFollow> policyFollowMap = policyFollowService.queryPolicyFollowMap(policyNoList);
for (ApiExpectedFortunePageResponse vo : expectedFortuneList) {
// 出账币种名称
vo.setCurrencyName("港币");
UserGradeDto userGradeDto = userGradeMap.get(vo.getBrokerBizId());
if (userGradeDto != null) {
......@@ -115,7 +113,6 @@ public class ExpectedFortuneServiceImpl extends ServiceImpl<ExpectedFortuneMappe
PolicyFollow policyFollow = policyFollowMap.get(vo.getPolicyNo());
if (policyFollow != null) {
vo.setInsuranceCompany(policyFollow.getInsuranceCompany());
vo.setProductName(policyFollow.getProductName());
}
}
......@@ -159,14 +156,18 @@ 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、累积已发放保单记账金额、累积已发放港币金额、累积已发放比例%、剩余发放比例%、剩余保单记账金额、剩余发放折合港币金额
matchedList.forEach(actual -> {
actual.setUnpaidAmount(expected.getUnpaidAmount());
actual.setPaidRatio(expected.getPaidRatio());
actual.setUnpaidRatio(expected.getUnpaidRatio());
actual.setPaidAmount(expected.getPaidAmount());
actual.setBrokerRatio(expected.getBrokerRatio());
actual.setPremium(expected.getPremium());
actual.setAmountSourceName(expected.getAmountSourceName());
actual.setPaidRuleAmount(expected.getPaidRuleAmount());
actual.setPaidAmount(expected.getPaidAmount());
actual.setPaidRatio(expected.getPaidRatio());
actual.setUnpaidRatio(expected.getUnpaidRatio());
actual.setUnpaidRuleAmount(expected.getUnpaidRuleAmount());
actual.setUnpaidRuleAmounthHkd(expected.getUnpaidRuleAmounthHkd());
});
sortedList.addAll(matchedList);
......@@ -242,8 +243,6 @@ public class ExpectedFortuneServiceImpl extends ServiceImpl<ExpectedFortuneMappe
ApiExpectedFortunePageResponse vo = new ApiExpectedFortunePageResponse();
BeanUtils.copyProperties(ef, vo);
vo.setCurrencyName("港币");
String ratio = finalBrokerRatioMap.get(ef.getBrokerBizId());
vo.setCommissionRatio(ratio);
......@@ -254,7 +253,6 @@ public class ExpectedFortuneServiceImpl extends ServiceImpl<ExpectedFortuneMappe
vo.setBrokerGradeName(userGradeDto.getGradeName());
}
if (policy != null) {
vo.setInsuranceCompany(policy.getInsuranceCompany());
vo.setPremium(policy.getPaymentPremium());
}
if (follow != null) {
......@@ -268,8 +266,8 @@ public class ExpectedFortuneServiceImpl extends ServiceImpl<ExpectedFortuneMappe
}
@Override
public IPage<PayableReportVO> payableReportPage(Page<PayableReportVO> page, List<Long> expectedFortuneIds) {
return baseMapper.payableReportPage(page, expectedFortuneIds);
public IPage<PayableReportVO> payableReportPage(Page<PayableReportVO> page, QueryWrapper<ExpectedFortune> queryWrapper) {
return baseMapper.payableReportPage(page, queryWrapper);
}
@Override
......@@ -355,4 +353,39 @@ public class ExpectedFortuneServiceImpl extends ServiceImpl<ExpectedFortuneMappe
return statistics;
}
@Override
public List<ApiExpectedFortunePageResponse> queryListAll(QueryWrapper<ExpectedFortune> queryWrapper) {
// 1. 查询全量数据
List<ApiExpectedFortunePageResponse> records = this.baseMapper.queryListAll(queryWrapper);
if (CollUtil.isEmpty(records)) {
return Collections.emptyList();
}
// 2. 调整数据顺序、格式（与 /list 一致）
processData(records);
// 3. 补充转介人职级信息
List<String> brokerBizIds = records.stream().map(ApiExpectedFortunePageResponse::getBrokerBizId).collect(Collectors.toList());
Map<String, UserGradeDto> userGradeMap = iAgentAccumulatedFycService.queryUserGradeMap(brokerBizIds);
// 4. 补充产品计划信息
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) {
vo.setBrokerGradeName(userGradeDto.getGradeName());
}
PolicyFollow policyFollow = policyFollowMap.get(vo.getPolicyNo());
if (policyFollow != null) {
vo.setProductName(policyFollow.getProductName());
}
}
return records;
}
}
yd-csf-service/src/main/java/com/yd/csf/service/service/impl/FortuneServiceImpl.java
......@@ -979,10 +979,8 @@ public class FortuneServiceImpl extends ServiceImpl<FortuneMapper, Fortune>
// 4. 生成新记录
List<Fortune> newFortuneList = new ArrayList<>();
List<ExpectedFortune> newExpectedFortuneList = new ArrayList<>();
Date now = new Date();
LocalDateTime localDateTime = LocalDateTime.now();
AuthUserDto currentLoginUser = SecurityUtil.getCurrentLoginUser();
String loginUserId = currentLoginUser.getId().toString();
......@@ -991,53 +989,10 @@ public class FortuneServiceImpl extends ServiceImpl<FortuneMapper, Fortune>
for (int i = 0; i < splitList.size(); i++) {
FortuneSplitDto splitDto = splitList.get(i);
// 4.1 生成新的 ExpectedFortune
ExpectedFortune newExpectedFortune = new ExpectedFortune();
BeanUtils.copyProperties(originalExpectedFortune, newExpectedFortune,
"id", "expectedFortuneBizId", "amount", "hkdAmount",
"paidAmount", "unpaidAmount", "paidRatio", "unpaidRatio",
"status", "payoutDate", "actualPayoutDate", "remark");
String newExpectedFortuneBizId = RandomStringGenerator.generateBizId16(CommonEnum.UID_TYPE_EXPECTED_FORTUNE.getCode());
newExpectedFortune.setExpectedFortuneBizId(newExpectedFortuneBizId);
// 赋值分期出账信息
BeanUtils.copyProperties(splitDto, newExpectedFortune);
// 生成应付款编号
String payableNo = originalExpectedFortune.getPayableNo() + "_" + (i + 1);
newExpectedFortune.setPayableNo(payableNo);
newExpectedFortune.setIsPart(1);
newExpectedFortune.setDefaultExchangeRate(splitDto.getExchangeRate());
newExpectedFortune.setPaidAmount(BigDecimal.ZERO);
newExpectedFortune.setUnpaidAmount(splitDto.getHkdAmount());
newExpectedFortune.setPaidRatio(BigDecimal.ZERO);
newExpectedFortune.setUnpaidRatio(BigDecimal.valueOf(100));
newExpectedFortune.setStatus(FortuneStatusEnum.CAN_SEND.getItemValue());
newExpectedFortune.setPayoutDate(LocalDate.parse(splitDto.getPayoutYearMonth() + "-01"));
String expectedRemark = StringUtils.isBlank(splitDto.getRemark()) ? "" : splitDto.getRemark();
if (StringUtils.isNotBlank(originalExpectedFortune.getRemark())) {
expectedRemark = StringUtils.isBlank(expectedRemark) ?
originalExpectedFortune.getRemark() :
originalExpectedFortune.getRemark() + "; " + expectedRemark;
}
newExpectedFortune.setRemark(expectedRemark);
newExpectedFortune.setCreatorId(loginUserId);
newExpectedFortune.setCreatorName(realName);
newExpectedFortune.setCreateTime(localDateTime);
newExpectedFortune.setUpdaterId(loginUserId);
newExpectedFortune.setUpdateTime(localDateTime);
newExpectedFortuneList.add(newExpectedFortune);
String payableNo = originalFortune.getPayableNo() + "_" + (i + 1);
// 4.2 生成新的 Fortune
// 4.1 生成新的 Fortune
Fortune newFortune = new Fortune();
BeanUtils.copyProperties(originalFortune, newFortune,
......@@ -1047,8 +1002,8 @@ public class FortuneServiceImpl extends ServiceImpl<FortuneMapper, Fortune>
"payoutDate", "actualPayoutDate", "remark");
newFortune.setFortuneBizId(RandomStringGenerator.generateBizId16(CommonEnum.UID_TYPE_FORTUNE.getCode()));
newFortune.setExpectedFortuneBizId(newExpectedFortuneBizId);
// 新记录的预计出账记录业务 id 与原记录相同
newFortune.setExpectedFortuneBizId(originalFortune.getExpectedFortuneBizId());
// 应付款编号
newFortune.setPayableNo(payableNo);
......@@ -1063,7 +1018,7 @@ public class FortuneServiceImpl extends ServiceImpl<FortuneMapper, Fortune>
newFortune.setStatus(FortuneStatusEnum.CAN_SEND.getItemValue());
newFortune.setIsPart(1);
newFortune.setPayoutDate(newExpectedFortune.getPayoutDate());
newFortune.setPayoutDate(LocalDate.parse(splitDto.getPayoutYearMonth() + "-01"));
String fortuneRemark = StringUtils.isBlank(splitDto.getRemark()) ? "" : splitDto.getRemark();
if (StringUtils.isNotBlank(originalFortune.getRemark())) {
......@@ -1082,24 +1037,13 @@ public class FortuneServiceImpl extends ServiceImpl<FortuneMapper, Fortune>
newFortuneList.add(newFortune);
}
// 5.1 设置原始 fortune记录 is_part 为 2，表示该记录已被分期
// 5. 设置原始 fortune记录 is_part 为 2，表示该记录已被分期
this.lambdaUpdate()
.set(Fortune::getIsPart, 2)
.eq(Fortune::getId, originalFortune.getId())
.update();
// 5.2 设置原始 expected fortune记录 is_part 为 2，表示该记录已被分期
expectedFortuneService.lambdaUpdate()
.set(ExpectedFortune::getIsPart, 2)
.eq(ExpectedFortune::getId, originalExpectedFortune.getId())
.update();
// 6. 批量保存新记录
boolean expectedSaveSuccess = expectedFortuneService.saveBatch(newExpectedFortuneList);
if (!expectedSaveSuccess) {
throw new BusinessException(ResultCode.FAIL.getCode(), "分期预计出账记录保存失败");
}
boolean fortuneSaveSuccess = this.saveBatch(newFortuneList);
if (!fortuneSaveSuccess) {
throw new BusinessException(ResultCode.FAIL.getCode(), "分期出账记录保存失败");
......@@ -1132,10 +1076,10 @@ public class FortuneServiceImpl extends ServiceImpl<FortuneMapper, Fortune>
.eq(Fortune::getId, fortune.getId())
.update();
expectedFortuneService.lambdaUpdate()
.set(ExpectedFortune::getActualPayoutDate, actualPayoutDate)
.eq(ExpectedFortune::getId, originalExpectedFortune.getId())
.update();
// expectedFortuneService.lambdaUpdate()
// .set(ExpectedFortune::getActualPayoutDate, actualPayoutDate)
// .eq(ExpectedFortune::getId, originalExpectedFortune.getId())
// .update();
return true;
}
......@@ -1185,24 +1129,26 @@ public class FortuneServiceImpl extends ServiceImpl<FortuneMapper, Fortune>
.set(Fortune::getPayoutAmount, payoutAmount)
.set(Fortune::getHkdToPayoutRate, hkdToPayoutRate)
.set(Fortune::getHkdAmount, hkdAmount)
.set(Fortune::getCurrentPaymentAmount, originalAmount)
.set(Fortune::getCurrentPaymentHkdAmount, hkdAmount)
.eq(Fortune::getId, fortune.getId())
.update();
// 更新 expected fortune 的字段
expectedFortuneService.lambdaUpdate()
.set(ExpectedFortune::getRuleAmount, ruleAmount)
.set(ExpectedFortune::getRuleCurrency, ruleCurrency)
.set(ExpectedFortune::getDefaultExchangeRate, exchangeRate)
.set(ExpectedFortune::getOriginalCurrency, originalCurrency)
.set(ExpectedFortune::getOriginalAmount, originalAmount)
.set(ExpectedFortune::getOriginalToHkdRate, originalToHkdRate)
.set(ExpectedFortune::getPayoutCurrency, payoutCurrency)
.set(ExpectedFortune::getPayoutAmount, payoutAmount)
.set(ExpectedFortune::getHkdToPayoutRate, hkdToPayoutRate)
.set(ExpectedFortune::getHkdAmount, hkdAmount)
.set(ExpectedFortune::getUnpaidAmount, hkdAmount)
.eq(ExpectedFortune::getId, originalExpectedFortune.getId())
.update();
// expectedFortuneService.lambdaUpdate()
// .set(ExpectedFortune::getRuleAmount, ruleAmount)
// .set(ExpectedFortune::getRuleCurrency, ruleCurrency)
// .set(ExpectedFortune::getDefaultExchangeRate, exchangeRate)
// .set(ExpectedFortune::getOriginalCurrency, originalCurrency)
// .set(ExpectedFortune::getOriginalAmount, originalAmount)
// .set(ExpectedFortune::getOriginalToHkdRate, originalToHkdRate)
// .set(ExpectedFortune::getPayoutCurrency, payoutCurrency)
// .set(ExpectedFortune::getPayoutAmount, payoutAmount)
// .set(ExpectedFortune::getHkdToPayoutRate, hkdToPayoutRate)
// .set(ExpectedFortune::getHkdAmount, hkdAmount)
// .set(ExpectedFortune::getUnpaidAmount, hkdAmount)
// .eq(ExpectedFortune::getId, originalExpectedFortune.getId())
// .update();
return true;
}
......@@ -1245,10 +1191,10 @@ public class FortuneServiceImpl extends ServiceImpl<FortuneMapper, Fortune>
this.updateBatchById(updateFortuneList);
// 更新预计 fortune 的字段
expectedFortuneService.lambdaUpdate()
.set(ExpectedFortune::getActualPayoutDate, actualPayoutDate)
.in(ExpectedFortune::getExpectedFortuneBizId, expectedFortuneBizIdList)
.update();
// expectedFortuneService.lambdaUpdate()
// .set(ExpectedFortune::getActualPayoutDate, actualPayoutDate)
// .in(ExpectedFortune::getExpectedFortuneBizId, expectedFortuneBizIdList)
// .update();
return String.format("设置成功。已更新 %d 条数据，跳过 %d 条（已有实际出账年月）", updateCount, skipCount);
}
......
yd-csf-service/src/main/java/com/yd/csf/service/service/impl/PolicyFollowServiceImpl.java
......@@ -409,7 +409,7 @@ public class PolicyFollowServiceImpl extends ServiceImpl<PolicyFollowMapper, Pol
//更新新单投保人表信息
policyPolicyholderService.updateName(policyBizId,policyFollowDto.getPolicyHolder());
//更新新单受保人表信息
policyInsurantService.updateName(policyBizId,policyFollowDto.getPolicyHolder());
policyInsurantService.updateName(policyBizId,policyFollowDto.getInsured());
return true;
}
......
yd-csf-service/src/main/java/com/yd/csf/service/vo/CommissionExpectedStatisticsVO.java
......@@ -24,12 +24,18 @@ public class CommissionExpectedStatisticsVO {
private BigDecimal totalPaidAmount;
/**
* 待入账金额（HKD）
* 待入账金额（HKD）（估）
*/
// @Schema(description = "待入账金额（HKD）")
private BigDecimal pendingPaidAmount;
/**
* 待入账金额（HKD）（实）
*/
// @Schema(description = "待入账金额（HKD）")
private BigDecimal pendingPaidAmountS;
/**
* 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）")
......
yd-csf-service/src/main/java/com/yd/csf/service/vo/ExpectedFortuneExportDTO.java
......@@ -8,7 +8,7 @@ import com.alibaba.excel.annotation.write.style.ContentRowHeight;
import com.alibaba.excel.annotation.write.style.HeadRowHeight;
import com.yd.csf.feign.response.expectedfortune.ApiExpectedFortunePageResponse;
import com.yd.csf.service.enums.FortuneStatusEnum;
import com.yd.csf.service.model.ExpectedFortune;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import java.math.BigDecimal;
......@@ -33,6 +33,9 @@ public class ExpectedFortuneExportDTO {
@ExcelProperty("保单号")
private String policyNo;
@ExcelProperty("类型")
private String type;
@ExcelProperty("出账状态")
private String status;
......@@ -57,13 +60,16 @@ public class ExpectedFortuneExportDTO {
@ExcelProperty("出账项目")
private String fortuneName;
@ExcelProperty("出账日（估）")
@DateTimeFormat("yyyy-MM-dd")
@ExcelProperty("关联人员")
private String amountSourceName;
@ExcelProperty("出账年月（估）")
@DateTimeFormat("yyyy-MM")
@ColumnWidth(25)
private Date payoutDate;
@ExcelProperty("出账日（实）")
@DateTimeFormat("yyyy-MM-dd")
@ExcelProperty("出账年月（实）")
@DateTimeFormat("yyyy-MM")
@ColumnWidth(25)
private Date actualPayoutDate;
......@@ -79,29 +85,43 @@ public class ExpectedFortuneExportDTO {
@ExcelProperty("待出账比例(%)")
private BigDecimal unpaidRatio;
@ExcelProperty("待出账金额")
private BigDecimal unpaidAmount;
@ExcelProperty("本次发放保单记账金额")
private BigDecimal currentPaymentRuleAmount;
@ExcelProperty("本次发放金额")
private BigDecimal currentPayoutAmount;
@ExcelProperty("本次发放折合港币金额")
private BigDecimal currentPaymentHkdAmount;
@ExcelProperty("本次发放比例")
private BigDecimal currentPaymentRatio;
@ExcelProperty("累积已发放保单记账金额")
private BigDecimal paidRuleAmount;
@ExcelProperty("剩余保单记账金额")
private BigDecimal unpaidRuleAmount;
@ExcelProperty("剩余发放折合港币金额")
private BigDecimal unpaidRuleAmounthHkd;
@ExcelProperty("持有比例")
private String brokerRatio;
@ExcelProperty("保险公司")
private String insuranceCompany;
@ExcelProperty("产品计划")
private String productName;
@ExcelProperty("期交保费")
private BigDecimal premium;
@ExcelProperty("出账状态-修改理由")
@ColumnWidth(30)
private String statusDesc;
@ExcelProperty("备注")
@ColumnWidth(30)
private String remark;
@ExcelProperty("创建人")
private String creatorName;
@ExcelProperty("创建时间")
@DateTimeFormat("yyyy-MM-dd HH:mm:ss")
@ColumnWidth(25)
......@@ -121,26 +141,35 @@ public class ExpectedFortuneExportDTO {
dto.setPayableNo(vo.getPayableNo());
dto.setFortuneBizType("R".equals(vo.getFortuneBizType()) ? "关联保单应付款" : "非关联保单应付款");
dto.setPolicyNo(vo.getPolicyNo());
dto.setType(vo.getType() != null ? (vo.getType() == 1 ? "预计出账" : "实际出账") : null);
dto.setPremium(vo.getPremium());
dto.setFortunePeriod(vo.getFortunePeriod());
dto.setFortuneTotalPeriod(vo.getFortuneTotalPeriod());
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");
dto.setStatus(getStatusText(vo.getStatus()));
dto.setStatusDesc(vo.getStatusDesc());
dto.setInsuranceCompany(vo.getInsuranceCompany());
dto.setProductName(vo.getProductName());
dto.setPayoutDate(Convert.toDate(vo.getPayoutDate()));
dto.setActualPayoutDate(Convert.toDate(vo.getActualPayoutDate()));
dto.setPaidAmount(vo.getPaidAmount());
dto.setUnpaidAmount(vo.getUnpaidAmount());
dto.setPaidRatio(vo.getPaidRatio());
dto.setUnpaidRatio(vo.getUnpaidRatio());
dto.setCurrentPaymentRuleAmount(vo.getCurrentPaymentRuleAmount());
dto.setCurrentPayoutAmount(vo.getCurrentPayoutAmount());
dto.setCurrentPaymentHkdAmount(vo.getCurrentPaymentHkdAmount());
dto.setCurrentPaymentRatio(vo.getCurrentPaymentRatio());
dto.setPaidRuleAmount(vo.getPaidRuleAmount());
dto.setUnpaidRuleAmount(vo.getUnpaidRuleAmount());
dto.setUnpaidRuleAmounthHkd(vo.getUnpaidRuleAmounthHkd());
dto.setRemark(vo.getRemark());
dto.setCreatorName(vo.getCreatorName());
dto.setCreateTime(vo.getCreateTime());
dto.setUpdateTime(vo.getUpdateTime());
dto.setBrokerGradeName(vo.getBrokerGradeName());
return dto;
}
......@@ -157,4 +186,4 @@ public class ExpectedFortuneExportDTO {
}
return "未知";
}
}
\ No newline at end of file
}
yd-csf-service/src/main/java/com/yd/csf/service/vo/ReceivableReportVO.java
......@@ -69,6 +69,11 @@ public class ReceivableReportVO {
private BigDecimal commissionRatio;
/**
* 实用率和值
*/
private BigDecimal paid;
/**
* 预估入账金额（原始币种）
*/
@Schema(description = "预估入账金额（原始币种）")
......
yd-csf-service/src/main/resources/mappers/CommissionExpectedMapper.xml
......@@ -83,6 +83,7 @@
MAX(ce.total_period) as totalPeriod,
MAX(ce.commission_date) as commissionDate,
ifnull(sum(ce.commission_ratio), 0) as commissionRatio,
ifnull(sum(ce.paid_ratio), 0) as paid,
ifnull(sum(ce.amount), 0) as amount,
MAX(ce.currency) as currency,
ifnull(sum(ce.expected_amount), 0) as hkdAmount,
......@@ -129,6 +130,7 @@
ce.total_period as totalPeriod,
ce.commission_date as commissionDate,
null as commissionRatio,
null as paid,
ifnull(ce.amount, 0) as amount,
ce.currency as currency,
ifnull(ce.expected_amount, 0) as hkdAmount,
......
yd-csf-service/src/main/resources/mappers/CommissionMapper.xml
......@@ -56,8 +56,7 @@
<foreach collection="list" item="item">
WHEN #{item.id} THEN #{item.status}
</foreach>
END,
update_time = NOW()
END
</set>
WHERE id IN
<foreach collection="list" item="item" open="(" separator="," close=")">
......
Markdown is supported
0% or
You are about to add 0 people to the discussion. Proceed with caution.
Finish editing this message first!
Please register or to comment