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yd-csf
Commit 16db6e97 by jianan
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应付明细4

parent 8e353d19
Showing with 203 additions and 17 deletions
yd-csf-api/src/main/java/com/yd/csf/api/service/impl/ApiExpectedFortuneServiceImpl.java
......@@ -1213,11 +1213,9 @@ public class ApiExpectedFortuneServiceImpl implements ApiExpectedFortuneService
@Override
@Transactional(rollbackFor = Exception.class)
public void exportExpectedFortune(ApiExpectedFortunePageRequest request, HttpServletResponse response) {
// 查询数据
// 查询数据（复用 /list 的查询逻辑，UNION ALL 双表 + processData 排序 + 枚举补充）
QueryWrapper<ExpectedFortune> queryWrapper = this.getQueryWrapper(request);
List<ExpectedFortune> fortuneList = iExpectedFortuneService.list(queryWrapper);
// 先转换为VO, VO 补充了关联信息（产品计划、产品险种、保险公司、用户）
List<ApiExpectedFortunePageResponse> expectedFortuneVOList = iExpectedFortuneService.toVOList(fortuneList);
List<ApiExpectedFortunePageResponse> expectedFortuneVOList = iExpectedFortuneService.queryListAll(queryWrapper);
// 转换为导出DTO
List<ExpectedFortuneExportDTO> exportDataList = expectedFortuneVOList.stream()
.map(ExpectedFortuneExportDTO::convertToExportDTO)
......
yd-csf-service/src/main/java/com/yd/csf/service/dao/ExpectedFortuneMapper.java
......@@ -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/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;
/**
......@@ -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/ExpectedFortuneServiceImpl.java
......@@ -348,4 +348,37 @@ 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);
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/vo/ExpectedFortuneExportDTO.java
......@@ -8,7 +8,6 @@ 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 lombok.Data;
import java.math.BigDecimal;
......@@ -33,6 +32,9 @@ public class ExpectedFortuneExportDTO {
@ExcelProperty("保单号")
private String policyNo;
@ExcelProperty("类型")
private String type;
@ExcelProperty("出账状态")
private String status;
......@@ -79,25 +81,36 @@ 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;
......@@ -121,6 +134,7 @@ 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());
......@@ -137,6 +151,13 @@ public class ExpectedFortuneExportDTO {
dto.setPaidAmount(vo.getPaidAmount());
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.setBrokerGradeName(vo.getBrokerGradeName());
return dto;
......@@ -154,4 +175,4 @@ public class ExpectedFortuneExportDTO {
}
return "未知";
}
}
\ No newline at end of file
}
yd-csf-service/src/main/resources/mappers/ExpectedFortuneMapper.xml
......@@ -263,6 +263,127 @@
LIMIT #{pageSize} OFFSET #{offset}
</select>
<select id="queryListAll"
resultType="com.yd.csf.feign.response.expectedfortune.ApiExpectedFortunePageResponse">
SELECT
ef.id,
ef.expected_fortune_biz_id,
ef.fortune_biz_type,
NULL as currentPaymentRuleAmount,
NULL as currentPayoutAmount,
NULL as currentPaymentRatio,
ef.payable_no,
ef.policy_no,
ef.premium,
ef.product_launch_biz_id,
ef.fortune_period,
ef.fortune_total_period,
ef.broker,
ef.broker_biz_id,
ef.team,
ef.team_biz_id,
ef.fortune_name,
ef.fortune_type,
ef.broker_ratio,
ef.rule_amount,
ef.rule_currency,
ef.status,
ef.payout_date,
ef.actual_payout_date,
ef.default_exchange_rate as exchangeRate,
ef.original_currency,
ef.original_amount,
ef.original_to_hkd_rate,
ef.payout_currency,
ef.payout_amount,
ef.hkd_to_payout_rate,
ef.hkd_amount,
ef.hkd_amount as current_payment_hkd_amount,
ef.paid_amount,
ef.paid_ratio,
ef.unpaid_ratio,
ef.paid_rule_amount as paidRuleAmount,
ef.unpaid_rule_amount as unpaidRuleAmount,
ef.unpaid_rule_amount_hkd as unpaidRuleAmounthHkd,
ef.remark,
ef.create_time,
ef.creator_name,
ef.update_time,
1 as type
FROM expected_fortune ef
<where>
ef.is_deleted = 0
AND ef.is_part IN (0, 1)
<if test="ew != null">
<if test="ew.sqlSegment != null and ew.sqlSegment != ''">
AND ${ew.sqlSegment}
</if>
</if>
</where>
UNION ALL
SELECT
f.id,
f.expected_fortune_biz_id,
f.fortune_biz_type,
f.rule_amount as currentPaymentRuleAmount,
f.current_payment_amount as currentPayoutAmount,
f.current_payment_ratio as currentPaymentRatio,
f.payable_no,
f.policy_no,
NULL as premium,
NULL as product_launch_biz_id,
f.fortune_period,
f.fortune_total_period,
f.broker,
f.broker_biz_id,
f.team,
f.team_biz_id,
f.fortune_name,
f.fortune_type,
NULL as broker_ratio,
f.rule_amount,
f.rule_currency,
f.status,
f.payout_date,
f.actual_payout_date,
NUll as default_exchange_rate,
f.original_currency,
f.original_amount,
f.original_to_hkd_rate,
f.payout_currency,
f.payout_amount,
f.hkd_to_payout_rate,
f.hkd_amount,
NULL as current_payment_hkd_amount,
f.exchange_rate,
NULL as paid_amount,
NULL as paid_ratio,
NULL as unpaid_ratio,
NULL as paidRuleAmount,
NULL as unpaidRuleAmount,
NULL as unpaidRuleAmounthHkd,
f.remark,
f.create_time,
f.reconciliation_operator as creator_name,
f.update_time,
2 as type
FROM fortune f
<where>
f.is_deleted = 0
AND f.is_part IN (0, 1)
<if test="ew != null">
<if test="ew.sqlSegment != null and ew.sqlSegment != ''">
AND ${ew.sqlSegment}
</if>
</if>
</where>
ORDER BY payable_no ASC, type ASC
</select>
<select id="queryListStatistics" resultType="com.yd.csf.service.vo.ExpectedFortuneStatisticsVO">
SELECT
COALESCE(SUM(hkd_amount), 0) AS totalExpectedAmount,
......
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