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yd-csf
Commit 60a764a9 by zhangxingmin
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Merge remote-tracking branch 'origin/dev' into prod

parents fbf2e40f 63e7a263
Showing with 1535 additions and 183 deletions
yd-csf-api/src/main/java/com/yd/csf/api/controller/ApiCommissionExpectedController.java
......@@ -355,7 +355,7 @@ public class ApiCommissionExpectedController {
page.getRecords().forEach(vo -> {
if (StringUtils.isNotBlank(vo.getReconciliationCompanyBizId())) {
String name = nameMap.get(vo.getReconciliationCompanyBizId());
if (StringUtils.isNotBlank(name) && !"CSF".equals(name)) {
if (StringUtils.isNotBlank(name)) {
vo.setReconciliationCompany(name);
}
}
......
yd-csf-api/src/main/java/com/yd/csf/api/controller/ApiCustomerController.java
......@@ -2,6 +2,8 @@ package com.yd.csf.api.controller;
import cn.hutool.core.collection.CollUtil;
import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
import com.yd.base.feign.client.relobjectcertificate.ApiRelObjectCertificateFeignClient;
import com.yd.base.feign.request.relobjectcertificate.ApiRelObjectCertificateListAddRequest;
import com.yd.common.enums.CommonEnum;
import com.yd.common.enums.ResultCode;
import com.yd.common.exception.BusinessException;
......@@ -15,7 +17,6 @@ import com.yd.csf.service.dto.CustomerQueryRequest;
import com.yd.csf.service.dto.CustomerUpdateRequest;
import com.yd.csf.service.model.Customer;
import com.yd.csf.service.service.CustomerService;
import com.yd.csf.service.service.ITaxationService;
import com.yd.csf.service.vo.CustomerVO;
import io.swagger.v3.oas.annotations.Operation;
......@@ -45,6 +46,8 @@ public class ApiCustomerController {
private CustomerService customerService;
@Resource
private ApiTaxationService apiTaxationService;
@Resource
private ApiRelObjectCertificateFeignClient apiRelObjectCertificateFeignClient;
/**
* 创建客户
......@@ -55,10 +58,12 @@ public class ApiCustomerController {
*/
@Operation(summary = "创建客户")
@PostMapping("/add")
@Transactional(rollbackFor = Exception.class)
public Result<Map<String, Object>> addCustomer(@RequestBody CustomerAddRequest customerAddRequest, HttpServletRequest request) {
if (customerAddRequest == null) {
return Result.fail(ErrorCode.PARAMS_ERROR.getCode(), ErrorCode.PARAMS_ERROR.getMessage());
return Result.fail(ResultCode.PARAMS_ERROR.getCode(), ResultCode.PARAMS_ERROR.getMessage());
}
if (ObjectUtils.isEmpty(customerAddRequest.getFnaBizId())) {
return Result.fail(ResultCode.PARAMS_ERROR.getCode(), "fnaBizId不能为空");
}
Map<String, Object> resultMap = customerService.addCustomer(customerAddRequest);
......@@ -80,6 +85,17 @@ public class ApiCustomerController {
.apiTaxationDtoList(apiTaxationDtoList)
.build());
}
// 添加客户证件列表信息
if (CollUtil.isNotEmpty(customerAddRequest.getApiCertificateDtoList())) {
apiRelObjectCertificateFeignClient.addRelObjectCertificateList(ApiRelObjectCertificateListAddRequest.builder()
.objectBizId(customerBizId)
.objectName(CommonEnum.UID_TYPE_CUSTOMER.getName())
.objectTableName(CommonEnum.UID_TYPE_CUSTOMER.getCode())
.objectType(CommonEnum.UID_TYPE_CUSTOMER.getCode())
.apiCertificateDtoList(customerAddRequest.getApiCertificateDtoList())
.build());
}
return Result.success(resultMap);
}
......@@ -118,11 +134,13 @@ public class ApiCustomerController {
*/
@PostMapping("/update")
@Operation(summary = "更新客户信息")
@Transactional(rollbackFor = Exception.class)
public Result<Boolean> updateCustomer(@RequestBody CustomerUpdateRequest customerUpdateRequest) {
String customerBizId = customerUpdateRequest.getCustomerBizId();
if (ObjectUtils.isEmpty(customerBizId)) {
throw new BusinessException(ErrorCode.PARAMS_ERROR.getCode(), ErrorCode.PARAMS_ERROR.getMessage());
throw new BusinessException(ResultCode.PARAMS_ERROR.getCode(), "customerBizId不能为空");
}
if (ObjectUtils.isEmpty(customerUpdateRequest.getFnaBizId())) {
throw new BusinessException(ResultCode.PARAMS_ERROR.getCode(), "fnaBizId不能为空");
}
boolean result = customerService.updateCustomer(customerUpdateRequest);
......@@ -144,6 +162,17 @@ public class ApiCustomerController {
.build());
}
// 添加客户证件列表信息
if (CollUtil.isNotEmpty(customerUpdateRequest.getApiCertificateDtoList())) {
apiRelObjectCertificateFeignClient.addRelObjectCertificateList(ApiRelObjectCertificateListAddRequest.builder()
.objectBizId(customerBizId)
.objectName(CommonEnum.UID_TYPE_CUSTOMER.getName())
.objectTableName(CommonEnum.UID_TYPE_CUSTOMER.getCode())
.objectType(CommonEnum.UID_TYPE_CUSTOMER.getCode())
.apiCertificateDtoList(customerUpdateRequest.getApiCertificateDtoList())
.build());
}
return Result.success(result);
}
......
yd-csf-api/src/main/java/com/yd/csf/api/controller/ApiFnaCustomerController.java 0 → 100644
package com.yd.csf.api.controller;
import com.yd.common.enums.ResultCode;
import com.yd.common.result.Result;
import com.yd.csf.api.service.ApiTaxationService;
import com.yd.csf.service.model.FnaCustomer;
import com.yd.csf.service.service.CustomerService;
import com.yd.csf.service.service.FnaCustomerService;
import com.yd.csf.service.vo.CustomerVO;
import io.swagger.v3.oas.annotations.Operation;
import io.swagger.v3.oas.annotations.tags.Tag;
import org.springframework.web.bind.annotation.*;
import javax.annotation.Resource;
import javax.servlet.http.HttpServletRequest;
/**
* fna_customer接口
*
* @author jianan
* @since 2025-07-31
*/
@RestController
@RequestMapping("/fna_customer")
@Tag(name = "fna_customer接口")
public class ApiFnaCustomerController {
@Resource
private FnaCustomerService fnaCustomerService;
@Resource
private CustomerService customerService;
@Resource
private ApiTaxationService apiTaxationService;
/**
* 删除fna
*
* @param deleteRequest
* @param request
* @return
*/
// @PostMapping("/delete")
// public Result<Boolean> deleteFna(@RequestBody DeleteRequest deleteRequest, HttpServletRequest request) {
// if (deleteRequest == null || deleteRequest.getId() <= 0) {
// throw new BusinessException(ErrorCode.PARAMS_ERROR);
// }
// User user = userService.getLoginUser(request);
// long id = deleteRequest.getId();
// // 判断是否存在
// Customer oldFna = customerService.getById(id);
// ThrowUtils.throwIf(oldFna == null, ErrorCode.NOT_FOUND_ERROR);
// // 仅本人或管理员可删除
// if (!oldFna.getUserId().equals(user.getId()) && !userService.isAdmin(request)) {
// throw new BusinessException(ErrorCode.NO_AUTH_ERROR);
// }
// // 操作数据库
// boolean result = customerService.removeById(id);
// ThrowUtils.throwIf(!result, ErrorCode.OPERATION_ERROR);
// return Result.success(true);
// }
/**
* 根据 fnaBizId 获取客户（封装类）
*
* @param fnaBizId
* @return
*/
@GetMapping("/get/vo")
@Operation(summary = "根据 fnaBizId 获取客户详情")
public Result<CustomerVO> getCustomerVOByCustomerBizId(@RequestParam("fnaBizId") String fnaBizId, HttpServletRequest request) {
if (fnaBizId == null) {
return Result.fail(ResultCode.PARAMS_ERROR.getCode(), "fnaBizId 不能为空");
}
// 查询数据库
FnaCustomer fnaCustomer = fnaCustomerService.lambdaQuery()
.eq(FnaCustomer::getFnaBizId, fnaBizId)
.one();
if (fnaCustomer == null) {
return Result.fail(ResultCode.NULL_ERROR.getCode(), ResultCode.NULL_ERROR.getMessage());
}
// 获取客户封装类
return Result.success(fnaCustomerService.getCustomerVO(fnaCustomer));
}
/**
* 分页获取客户列表（仅管理员可用）
*
* @param fnaQueryRequest
* @return
*/
// @PostMapping("/list/page")
// public Result<Page<Customer>> listFnaByPage(@RequestBody FnaQueryRequest fnaQueryRequest) {
// long current = fnaQueryRequest.getPageNo();
// long size = fnaQueryRequest.getPageSize();
// // 查询数据库
// Page<Customer> fnaPage = customerService.page(new Page<>(current, size),
// customerService.getQueryWrapper(fnaQueryRequest));
// return Result.success(fnaPage);
// }
}
yd-csf-api/src/main/java/com/yd/csf/api/controller/ApiFnaFormController.java
package com.yd.csf.api.controller;
import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
import com.yd.auth.core.dto.AuthUserDto;
import com.yd.auth.core.utils.SecurityUtil;
import com.yd.common.enums.CommonEnum;
......
yd-csf-api/src/main/java/com/yd/csf/api/service/impl/ApiAdditionalServiceImpl.java
......@@ -21,6 +21,7 @@ import org.apache.commons.lang3.StringUtils;
import org.springframework.beans.BeanUtils;
import org.springframework.beans.factory.annotation.Autowired;
import org.springframework.stereotype.Service;
import org.springframework.transaction.annotation.Transactional;
import org.springframework.util.CollectionUtils;
import java.util.ArrayList;
import java.util.List;
......@@ -148,6 +149,7 @@ public class ApiAdditionalServiceImpl implements ApiAdditionalService {
* @return
*/
@Override
@Transactional(rollbackFor = Exception.class)
public Result batchAddAdditionalData(ApiProductPlanInfoDto productPlanInfoDto, String planBizId) {
if (Objects.isNull(productPlanInfoDto)
|| ( !Objects.isNull(productPlanInfoDto)
......
yd-csf-api/src/main/java/com/yd/csf/api/service/impl/ApiAppointmentReferrerServiceImpl.java
......@@ -11,6 +11,7 @@ import lombok.extern.slf4j.Slf4j;
import org.springframework.beans.BeanUtils;
import org.springframework.beans.factory.annotation.Autowired;
import org.springframework.stereotype.Service;
import org.springframework.transaction.annotation.Transactional;
import org.springframework.util.CollectionUtils;
import java.util.ArrayList;
......@@ -31,6 +32,7 @@ public class ApiAppointmentReferrerServiceImpl implements ApiAppointmentReferrer
* @return
*/
@Override
@Transactional(rollbackFor = Exception.class)
public Result saveAppointmentReferrerList(List<ApiAppointmentReferrerDto> referrerDtoList,
String appointmentBizId) {
if (CollectionUtils.isEmpty(referrerDtoList)) {
......
yd-csf-api/src/main/java/com/yd/csf/api/service/impl/ApiAppointmentServiceImpl.java
......@@ -719,6 +719,12 @@ public class ApiAppointmentServiceImpl implements ApiAppointmentService {
follow.setInsuranceCompany(apiProductPlanMainInfoDto.getCompanyName());
// 保险公司业务ID（从产品计划获取的公司ID）
follow.setInsuranceCompanyBizId(apiProductPlanMainInfoDto.getCompanyId());
// 对账公司
follow.setReconciliationCompany(apiProductPlanMainInfoDto.getReconciliationCompanyName());
// 对账公司业务ID（从产品计划获取的对账公司ID）
follow.setReconciliationCompanyBizId(apiProductPlanMainInfoDto.getReconciliationCompanyId());
follow.setReconciliationCompanyCode(apiProductPlanMainInfoDto.getReconciliationCompanyCode());
// 币种
follow.setPolicyCurrency(apiProductPlanMainInfoDto.getPolicyCurrency());
// 供款年期
......@@ -727,7 +733,7 @@ public class ApiAppointmentServiceImpl implements ApiAppointmentService {
}
// 保障期限
if (StringUtils.isNotBlank(apiProductPlanMainInfoDto.getGuaranteePeriod())) {
follow.setGuaranteePeriod(Integer.parseInt(apiProductPlanMainInfoDto.getGuaranteePeriod()));
follow.setGuaranteePeriod(apiProductPlanMainInfoDto.getGuaranteePeriod());
}
// 保额（重疾险）
follow.setSumInsured(apiProductPlanMainInfoDto.getSumInsured());
......
yd-csf-api/src/main/java/com/yd/csf/api/service/impl/ApiAppointmentUserSignServiceImpl.java
......@@ -13,6 +13,7 @@ import lombok.extern.slf4j.Slf4j;
import org.springframework.beans.BeanUtils;
import org.springframework.beans.factory.annotation.Autowired;
import org.springframework.stereotype.Service;
import org.springframework.transaction.annotation.Transactional;
import org.springframework.util.CollectionUtils;
import java.util.ArrayList;
......@@ -33,6 +34,7 @@ public class ApiAppointmentUserSignServiceImpl implements ApiAppointmentUserSign
* @return
*/
@Override
@Transactional(rollbackFor = Exception.class)
public Result saveAppointmentUserSignList(List<ApiAppointmentUserSignDto> userSignDtoList, String appointmentBizId) {
if (CollectionUtils.isEmpty(userSignDtoList)) {
return Result.success();
......
yd-csf-api/src/main/java/com/yd/csf/api/service/impl/ApiBeneficiaryServiceImpl.java
......@@ -20,6 +20,7 @@ import org.apache.commons.lang3.StringUtils;
import org.springframework.beans.BeanUtils;
import org.springframework.beans.factory.annotation.Autowired;
import org.springframework.stereotype.Service;
import org.springframework.transaction.annotation.Transactional;
import org.springframework.util.CollectionUtils;
import java.util.ArrayList;
import java.util.List;
......@@ -145,6 +146,7 @@ public class ApiBeneficiaryServiceImpl implements ApiBeneficiaryService {
* @return
*/
@Override
@Transactional(rollbackFor = Exception.class)
public Result batchAddBeneficiaryData(List<ApiBeneficiaryInfoDto> apiBeneficiaryInfoDtoList,
String appointmentBizId) {
if (CollectionUtils.isEmpty(apiBeneficiaryInfoDtoList)){
......
yd-csf-api/src/main/java/com/yd/csf/api/service/impl/ApiExpectedFortuneServiceImpl.java
......@@ -2,6 +2,9 @@ package com.yd.csf.api.service.impl;
import cn.hutool.core.bean.BeanUtil;
import cn.hutool.core.collection.CollUtil;
import cn.hutool.json.JSONArray;
import cn.hutool.json.JSONObject;
import cn.hutool.json.JSONUtil;
import com.alibaba.excel.EasyExcel;
import com.alibaba.excel.ExcelWriter;
import com.alibaba.excel.write.metadata.WriteSheet;
......@@ -11,6 +14,7 @@ import com.baomidou.mybatisplus.core.metadata.IPage;
import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
import com.yd.auth.core.dto.AuthUserDto;
import com.yd.auth.core.utils.SecurityUtil;
import com.yd.base.feign.client.exchangerate.ApiExchangeRateFeignClient;
import com.yd.common.constant.RedisConstants;
import com.yd.common.enums.*;
import com.yd.common.exception.BusinessException;
......@@ -21,7 +25,6 @@ import com.yd.csf.api.dto.*;
import com.yd.csf.api.service.ApiBasicLawCalculateService;
import com.yd.csf.api.service.ApiExpectedFortuneLogService;
import com.yd.csf.api.service.ApiExpectedFortuneService;
import com.yd.csf.feign.dto.appointmentfile.ItineraryDto;
import com.yd.csf.feign.request.expectedfortune.*;
import com.yd.csf.feign.response.expectedfortune.ApiExpectedFortunePageResponse;
import com.yd.csf.feign.response.expectedfortune.ApiGenerateExpectedFortuneResponse;
......@@ -34,6 +37,9 @@ import com.yd.csf.service.service.*;
import com.yd.csf.service.vo.ExpectedFortuneExportDTO;
import com.yd.csf.service.vo.ExpectedFortuneStatisticsVO;
import com.yd.csf.service.vo.PayableReportVO;
import com.yd.product.feign.client.announcementcommissionratio.ApiAnnouncementCommissionRatioFeignClient;
import com.yd.product.feign.request.announcementcommissionratio.ApiAnnouncementCommissionRatioListRequest;
import com.yd.product.feign.response.announcementcommissionratio.ApiAnnouncementCommissionRatioListResponse;
import com.yd.user.feign.client.clientuser.ApiClientUserFeignClient;
import com.yd.user.feign.client.sysdict.ApiSysDictFeignClient;
import com.yd.user.feign.response.sysdict.GetDictItemListByDictTypeResponse;
......@@ -56,10 +62,13 @@ import java.math.BigDecimal;
import java.math.RoundingMode;
import java.time.LocalDate;
import java.time.LocalDateTime;
import java.time.ZoneId;
import java.util.*;
import java.util.function.Function;
import java.util.stream.Collectors;
import static com.ibm.icu.impl.ValidIdentifiers.Datatype.currency;
@Slf4j
@Service
public class ApiExpectedFortuneServiceImpl implements ApiExpectedFortuneService {
......@@ -91,6 +100,12 @@ public class ApiExpectedFortuneServiceImpl implements ApiExpectedFortuneService
private ApiSysDictFeignClient apiSysDictFeignClient;
@Resource
private PolicyFollowService policyFollowService;
@Resource
private ApiExchangeRateFeignClient apiExchangeRateFeignClient;
@Resource
private CommissionExpectedService commissionExpectedService;
@Resource
private ApiAnnouncementCommissionRatioFeignClient apiAnnouncementCommissionRatioFeignClient;
/**
* 生成预计发佣
......@@ -304,7 +319,16 @@ public class ApiExpectedFortuneServiceImpl implements ApiExpectedFortuneService
}
}
//批量设置应付款编号、发佣类型
updatePayableNoBatch(policyNo);
List<ExpectedFortune> expectedFortuneList = updatePayableNoBatch(policyNo);
//默认结算汇率、港币金额
if (CollUtil.isNotEmpty(queryPolicyAndBrokerDtoList)) {
log.info("queryPolicyAndBrokerDtoList: {}", queryPolicyAndBrokerDtoList);
QueryPolicyAndBrokerDto queryPolicyAndBrokerDto = queryPolicyAndBrokerDtoList.get(0);
updateHkdAmountBatch(expectedFortuneList, queryPolicyAndBrokerDto);
}
//执行成功完毕，也要销毁redis缓存
redisUtil.deleteObject(RedisConstants.EXPECTED_FORTUNE + policyNo);
......@@ -333,6 +357,53 @@ public class ApiExpectedFortuneServiceImpl implements ApiExpectedFortuneService
});
}
private void updateHkdAmountBatch(List<ExpectedFortune> expectedFortuneList, QueryPolicyAndBrokerDto queryPolicyAndBrokerDto) {
//查询结算币种
ApiAnnouncementCommissionRatioListRequest request = new ApiAnnouncementCommissionRatioListRequest();
request.setProductLaunchBizId(queryPolicyAndBrokerDto.getPlanBizId());
//localDate转换为Date
request.setEffectiveDate(Date.from(queryPolicyAndBrokerDto.getEffectiveDate().atStartOfDay(ZoneId.systemDefault()).toInstant()));
request.setPaymentTerm(String.valueOf(queryPolicyAndBrokerDto.getPaymentTerm()));
Result<List<ApiAnnouncementCommissionRatioListResponse>> result = apiAnnouncementCommissionRatioFeignClient.list(request);
log.info("查询结算币种->入参request：{}，出参result：{}", JSON.toJSONString(request), JSON.toJSONString(result));
if (result.getCode() == 200) {
// 使用 Map 来处理数据
Object data = result.getData();
// 将数据转换为JSONObject进行解析
JSONArray announcementRatioList = JSONUtil.parseArray(data);
//查询默认结算汇率
if (!announcementRatioList.isEmpty()) {
JSONObject announcementRatio = announcementRatioList.get(0, JSONObject.class);
String currency = announcementRatio.getStr("currency");
log.info("结算币种：{}", currency);
BigDecimal exchangeRate = queryExchangeRateByFeign(queryPolicyAndBrokerDto.getCurrency(), currency);
log.info("结算汇率：{}", exchangeRate);
for (ExpectedFortune expectedFortune : expectedFortuneList) {
//设置结算货币
expectedFortune.setCurrency(currency);
//设置默认结算汇率
expectedFortune.setDefaultExchangeRate(exchangeRate);
//设置港币金额（标准发佣金额 * 默认结算汇率）
expectedFortune.setHkdAmount(expectedFortune.getAmount().multiply(exchangeRate));
iExpectedFortuneService.updateById(expectedFortune);
}
} else {
log.error("查询结算币种失败，未查询到默认结算汇率->入参request：{}，出参result：{}", JSON.toJSONString(request), JSON.toJSONString(result));
}
} else {
log.error("查询结算币种失败，入参request：{}，出参result：{}", JSON.toJSONString(request), JSON.toJSONString(result));
}
}
@Override
public Result executeSync(List<QueryPolicyAndBrokerDto> queryPolicyAndBrokerDtoList, List<CommissionRuleBinding> commissionRuleBindingList, String policyNo) {
return null;
......@@ -380,7 +451,17 @@ public class ApiExpectedFortuneServiceImpl implements ApiExpectedFortuneService
}
}
//批量设置应付款编号
updatePayableNoBatch(policyNo);
List<ExpectedFortune> expectedFortuneList = updatePayableNoBatch(policyNo);
//默认结算汇率、港币金额
if (ObjectUtils.isNotEmpty(queryPolicyAndBrokerDtoList)) {
log.info("------------------------开始计算默认结算汇率、港币金额----------------------");
QueryPolicyAndBrokerDto queryPolicyAndBrokerDto = queryPolicyAndBrokerDtoList.get(0);
updateHkdAmountBatch(expectedFortuneList, queryPolicyAndBrokerDto);
}
//执行成功完毕，也要销毁redis缓存
redisUtil.deleteObject(RedisConstants.EXPECTED_FORTUNE + policyNo);
......@@ -425,7 +506,7 @@ public class ApiExpectedFortuneServiceImpl implements ApiExpectedFortuneService
return commissionRuleBindingList;
}
private void updatePayableNoBatch(String policyNo) {
private List<ExpectedFortune> updatePayableNoBatch(String policyNo) {
// 查询最新一条有 payableNo 记录
ExpectedFortune latest = iExpectedFortuneService.getOne(
new QueryWrapper<ExpectedFortune>().isNotNull("payable_no").orderByDesc("id").last("LIMIT 1"),
......@@ -452,6 +533,8 @@ public class ApiExpectedFortuneServiceImpl implements ApiExpectedFortuneService
"csf_fortune_type", expectedFortune.getFortuneName()));
}
iExpectedFortuneService.updateBatchById(expectedFortuneList);
return expectedFortuneList;
}
/**
......@@ -629,8 +712,8 @@ public class ApiExpectedFortuneServiceImpl implements ApiExpectedFortuneService
fortune.setExpectedFortuneBizId(RandomStringGenerator.generateBizId16(CommonEnum.UID_TYPE_EXPECTED_FORTUNE.getCode()));
//基本法项目配置表唯一业务ID
fortune.setRuleItemBizId(algorithmResDto.getRuleItemBizId());
//发佣币种
fortune.setCurrency(fortuneDto.getCurrency());
//保单币种
fortune.setPolicyCurrency(fortuneDto.getCurrency());
//发佣期数
fortune.setFortunePeriod(fortuneDto.getFortunePeriod());
//发佣总期数
......@@ -639,8 +722,6 @@ public class ApiExpectedFortuneServiceImpl implements ApiExpectedFortuneService
fortune.setPolicyNo(fortuneDto.getPolicyNo());
//预计发佣日期
fortune.setPayoutDate(fortuneDto.getPayoutDate());
//默认结算汇率
fortune.setDefaultExchangeRate(queryDefaultExchangeRate(fortune.getCurrency()));
// 标准发佣金额 -> 计算值
BigDecimal standardAmount = algorithmResDto.getCalculatedValue();
......@@ -659,8 +740,6 @@ public class ApiExpectedFortuneServiceImpl implements ApiExpectedFortuneService
// 计算实际预计发佣金额 = 标准发佣金额 × decimalRatio
BigDecimal actualAmount = standardAmount.multiply(decimalRatio);
fortune.setAmount(actualAmount);
// 计算港币金额
fortune.setHkdAmount(actualAmount.multiply(fortune.getDefaultExchangeRate()));
} catch (NumberFormatException e) {
// 如果比例不是有效的数字，使用标准金额
......@@ -755,7 +834,8 @@ public class ApiExpectedFortuneServiceImpl implements ApiExpectedFortuneService
// 应付款编号（序号递增）
expectedFortune.setPayableNo(this.createPayableNo(expectedFortune.getFortuneBizType(), ++currentSeq));
// 默认结算汇率
expectedFortune.setDefaultExchangeRate(queryDefaultExchangeRate(expectedFortune.getCurrency()));
expectedFortune.setDefaultExchangeRate(
queryExchangeRateByFeign(expectedFortune.getPolicyCurrency(), expectedFortune.getCurrency()));
// 计算港币金额
expectedFortune.setHkdAmount(expectedFortune.getAmount().multiply(expectedFortune.getDefaultExchangeRate()));
// 已出帐金额、待出帐金额、已出帐比例、待出帐比例
......@@ -790,27 +870,22 @@ public class ApiExpectedFortuneServiceImpl implements ApiExpectedFortuneService
return null;
}
private BigDecimal queryDefaultExchangeRate(String currency) {
if ("HKD".equalsIgnoreCase(currency)) {
return BigDecimal.valueOf(1);
}
//查询redis缓存的字典列表信息
List<GetDictItemListByDictTypeResponse> dictTypeResponses = redisUtil.getCacheObject(RedisConstants.DICT_LIST);
String defaultExchangeRaye = GetDictItemListByDictTypeResponse.getItemLabel(dictTypeResponses,
"csf_exchange_rate_hkd", currency);
if (ObjectUtils.isNotEmpty(defaultExchangeRaye)) {
return new BigDecimal(defaultExchangeRaye);
/**
* 保单币种对预计来佣的结算币种的默认汇率
* @param policyCurrency 保单币种
* @param currency 预计来佣的结算币种
* @return 汇率
*/
private BigDecimal queryExchangeRateByFeign(String policyCurrency, String currency) {
if (policyCurrency.equalsIgnoreCase(currency)) {
return BigDecimal.ONE;
}
Result<List<GetDictItemListByDictTypeResponse>> result = apiSysDictFeignClient.getDictItemListByDictType("csf_exchange_rate_hkd");
if (org.apache.commons.collections4.CollectionUtils.isNotEmpty(result.getData())) {
for (GetDictItemListByDictTypeResponse dictItem : result.getData()) {
if (StringUtils.equalsIgnoreCase(dictItem.getItemLabel(), currency)) {
return new BigDecimal(dictItem.getItemValue());
}
}
// 调用Feign客户端查询汇率
Result<BigDecimal> result = apiExchangeRateFeignClient.getExchangeRate(policyCurrency, currency, "");
if (result != null && result.getData() != null) {
return result.getData();
}
return BigDecimal.ONE;
return null;
}
private void validateAdd(List<ExpectedFortuneAddRequest> fortuneAddRequestList) {
......@@ -1057,7 +1132,11 @@ public class ApiExpectedFortuneServiceImpl implements ApiExpectedFortuneService
updateExpectedFortune.setId(expectedFortune.getId());
// 默认结算汇率
if (updateExpectedFortune.getDefaultExchangeRate() == null) {
updateExpectedFortune.setDefaultExchangeRate(queryDefaultExchangeRate(updateExpectedFortune.getCurrency()));
updateExpectedFortune.setDefaultExchangeRate(
queryExchangeRateByFeign(
updateExpectedFortune.getPolicyCurrency(),
updateExpectedFortune.getCurrency()
));
}
// 计算港币金额
updateExpectedFortune.setHkdAmount(updateExpectedFortune.getAmount().multiply(updateExpectedFortune.getDefaultExchangeRate()));
......
yd-csf-api/src/main/java/com/yd/csf/api/service/impl/ApiInsurantServiceImpl.java
......@@ -28,6 +28,7 @@ import org.apache.commons.lang3.StringUtils;
import org.springframework.beans.BeanUtils;
import org.springframework.beans.factory.annotation.Autowired;
import org.springframework.stereotype.Service;
import org.springframework.transaction.annotation.Transactional;
import org.springframework.util.CollectionUtils;
import java.util.ArrayList;
......@@ -123,6 +124,7 @@ public class ApiInsurantServiceImpl implements ApiInsurantService {
* @return
*/
@Override
@Transactional(rollbackFor = Exception.class)
public Result<Insurant> addInsurantData(ApiInsurantInfoDto dto, String appointmentBizId) {
if (Objects.isNull(dto)){
//为空设置，方便新建暂存公用方法
......
yd-csf-api/src/main/java/com/yd/csf/api/service/impl/ApiPolicyholderServiceImpl.java
......@@ -23,6 +23,7 @@ import org.apache.commons.lang3.StringUtils;
import org.springframework.beans.BeanUtils;
import org.springframework.beans.factory.annotation.Autowired;
import org.springframework.stereotype.Service;
import org.springframework.transaction.annotation.Transactional;
import org.springframework.util.CollectionUtils;
import java.util.ArrayList;
......@@ -115,6 +116,7 @@ public class ApiPolicyholderServiceImpl implements ApiPolicyholderService {
* @return
*/
@Override
@Transactional(rollbackFor = Exception.class)
public Result<Policyholder> addPolicyholderData(ApiPolicyholderInfoDto dto, String appointmentBizId) {
if (Objects.isNull(dto)){
//为空设置，方便新建暂存公用方法
......
yd-csf-api/src/main/java/com/yd/csf/api/service/impl/ApiPremiumReconciliationServiceImpl.java
package com.yd.csf.api.service.impl;
import com.alibaba.fastjson.JSON;
import com.alibaba.fastjson.TypeReference;
import com.baomidou.mybatisplus.core.metadata.IPage;
import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
import com.yd.base.feign.client.bank.ApiBankFeignClient;
......@@ -42,7 +44,11 @@ import com.yd.csf.service.service.CommissionExpectedService;
import com.yd.csf.service.service.IPremiumReconciliationService;
import com.yd.csf.service.service.PolicyFollowService;
import com.yd.csf.service.service.PolicyService;
import com.yd.csf.service.vo.ReceivableReportVO;
import com.yd.feign.config.FeignTokenInterceptor;
import com.yd.insurance.base.feign.client.insurancereconciliationcompany.ApiInsuranceReconciliationCompanyFeignClient;
import com.yd.insurance.base.feign.request.insurancereconciliationcompany.ApiInsuranceReconciliationCompanyPageRequest;
import com.yd.insurance.base.feign.response.insurancereconciliationcompany.ApiInsuranceReconciliationCompanyPageResponse;
import com.yd.product.feign.response.expectedspecies.ApiExpectedSpeciesListResponse;
import com.yd.user.feign.client.sysdict.ApiSysDictFeignClient;
import com.yd.user.feign.request.sysdict.GetDictTypeListRequest;
......@@ -102,6 +108,9 @@ public class ApiPremiumReconciliationServiceImpl implements ApiPremiumReconcilia
@Resource
private ApiExpectedFortuneService apiExpectedFortuneService;
@Resource
private ApiInsuranceReconciliationCompanyFeignClient companyFeignClient;
@Autowired
private ApplicationContext applicationContext;
......@@ -503,9 +512,87 @@ public class ApiPremiumReconciliationServiceImpl implements ApiPremiumReconcilia
log.info("共更新了 {} 条记录的付款金额", updatedCount);
}
//转换对账公司名称
enrichReceivableReportWithCompanyName(iPage);
return Result.success(iPage);
}
private void enrichReceivableReportWithCompanyName(IPage<ApiPremiumReconciliationPageResponse> page) {
if (page == null || org.apache.commons.collections4.CollectionUtils.isEmpty(page.getRecords())) {
return;
}
// 收集所有非空的对账公司 bizId（去重）
List<String> bizIdList = page.getRecords().stream()
.map(ApiPremiumReconciliationPageResponse::getReconciliationCompanyBizId)
.filter(StringUtils::isNotBlank)
.distinct()
.collect(Collectors.toList());
if (bizIdList.isEmpty()) {
return;
}
// 调用 Feign 批量查询对账公司信息
ApiInsuranceReconciliationCompanyPageRequest request = new ApiInsuranceReconciliationCompanyPageRequest();
request.setReconciliationCompanyBizIdList(bizIdList);
request.setPageNo(1);
request.setPageSize(bizIdList.size());
Result result = companyFeignClient.page(request);
List<ApiInsuranceReconciliationCompanyPageResponse> companyList = extractCompanyListFromResult(result);
if (companyList.isEmpty()) {
return;
}
// 构建 bizId -> name 映射
Map<String, String> nameMap = companyList.stream()
.filter(c -> StringUtils.isNotBlank(c.getReconciliationCompanyBizId()))
.collect(Collectors.toMap(
ApiInsuranceReconciliationCompanyPageResponse::getReconciliationCompanyBizId,
ApiInsuranceReconciliationCompanyPageResponse::getName,
(v1, v2) -> v1 // 重复时保留第一个
));
// 回填名称
page.getRecords().forEach(vo -> {
if (StringUtils.isNotBlank(vo.getReconciliationCompanyBizId())) {
String name = nameMap.get(vo.getReconciliationCompanyBizId());
if (StringUtils.isNotBlank(name)) {
vo.setReconciliationCompany(name);
}
}
});
}
private List<ApiInsuranceReconciliationCompanyPageResponse> extractCompanyListFromResult(Result result) {
if (result == null || result.getCode() != 200 || result.getData() == null) {
return Collections.emptyList();
}
Object data = result.getData();
try {
// 将 data 转为 JSON 字符串再解析为 Map，以便提取 records
Map<String, Object> dataMap = JSON.parseObject(JSON.toJSONString(data), new TypeReference<Map<String, Object>>() {});
Object recordsObj = dataMap.get("records");
if (recordsObj instanceof List) {
List<?> recordsList = (List<?>) recordsObj;
List<ApiInsuranceReconciliationCompanyPageResponse> companyList = new ArrayList<>();
for (Object item : recordsList) {
// 将每个元素转换为目标类型
ApiInsuranceReconciliationCompanyPageResponse company = JSON.parseObject(
JSON.toJSONString(item),
ApiInsuranceReconciliationCompanyPageResponse.class
);
companyList.add(company);
}
return companyList;
}
} catch (Exception e) {
log.error("解析公司列表失败", e);
}
return Collections.emptyList();
}
// 辅助类
private static class ConvertInfo {
String reconciliationBizId;
......@@ -1118,6 +1205,10 @@ public class ApiPremiumReconciliationServiceImpl implements ApiPremiumReconcilia
statusRequest.setUnderwritingDate(request.getUnderwritingDate());
statusRequest.setPolicyBizId(policyFollow.getPolicyBizId());
statusRequest.setStatus("TAKE_EFFECT");
//保单截止日期
statusRequest.setPolicyExpirationDate(request.getPolicyExpirationDate());
//冷静期结束日期
statusRequest.setCoolingOffEndDate(request.getCoolingOffEndDate());
//遍历保单转介人列表信息 -> 调用基本法算出预计发佣列表
// 通过代理对象调用
// getSelf().execute(statusRequest,token);
......
yd-csf-api/src/main/java/com/yd/csf/api/service/impl/ApiProductPlanServiceImpl.java
......@@ -18,6 +18,7 @@ import org.apache.commons.lang3.StringUtils;
import org.springframework.beans.BeanUtils;
import org.springframework.beans.factory.annotation.Autowired;
import org.springframework.stereotype.Service;
import org.springframework.transaction.annotation.Transactional;
import java.util.List;
import java.util.Objects;
......@@ -115,6 +116,7 @@ public class ApiProductPlanServiceImpl implements ApiProductPlanService {
* @param appointmentBizId
* @return
*/
@Transactional(rollbackFor = Exception.class)
public Result<ProductPlan> addProductPlanData(ApiProductPlanInfoDto productPlanInfoDto,String appointmentBizId) {
if (Objects.isNull(productPlanInfoDto)) {
//为空设置，方便新建暂存公用方法
......
yd-csf-api/src/main/java/com/yd/csf/api/service/impl/ApiSecondHolderServiceImpl.java
......@@ -15,6 +15,8 @@ import org.apache.commons.lang3.StringUtils;
import org.springframework.beans.BeanUtils;
import org.springframework.beans.factory.annotation.Autowired;
import org.springframework.stereotype.Service;
import org.springframework.transaction.annotation.Transactional;
import java.util.Objects;
/**
......@@ -71,6 +73,7 @@ public class ApiSecondHolderServiceImpl implements ApiSecondHolderService {
* @return
*/
@Override
@Transactional(rollbackFor = Exception.class)
public Result<SecondHolder> addSecondHolderData(ApiSecondHolderInfoDto dto, String appointmentBizId) {
if (Objects.isNull(dto)){
//为空设置，方便新建暂存公用方法
......
yd-csf-feign/src/main/java/com/yd/csf/feign/dto/appointment/ApiProductPlanMainInfoDto.java
......@@ -38,6 +38,11 @@ public class ApiProductPlanMainInfoDto {
private String reconciliationCompanyName;
/**
* 出单经纪公司（对账公司）编码
*/
private String reconciliationCompanyCode;
/**
* 保险险种ID（产品上架信息绑定的保险险种参数）
*/
private String insuranceTypeId;
......
yd-csf-feign/src/main/java/com/yd/csf/feign/request/premiumreconciliation/ApiPremiumReconciliationResultEditRequest.java
......@@ -60,4 +60,16 @@ public class ApiPremiumReconciliationResultEditRequest {
*/
private String status;
/**
* 冷静期结束日期
*/
@JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
private Date coolingOffEndDate;
/**
* 保单截止日期
*/
@JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
private Date policyExpirationDate;
}
yd-csf-feign/src/main/java/com/yd/csf/feign/response/expectedfortune/ApiExpectedFortunePageResponse.java
......@@ -229,4 +229,9 @@ public class ApiExpectedFortunePageResponse {
@Schema(description = "更新时间")
private LocalDateTime updateTime;
/**
* 发佣率(对应职级)
*/
@Schema(description = "发佣率(对应职级)")
private String commissionRatio;
}
yd-csf-feign/src/main/java/com/yd/csf/feign/response/premiumreconciliation/ApiPremiumReconciliationPageResponse.java
......@@ -110,7 +110,12 @@ public class ApiPremiumReconciliationPageResponse {
private LocalDateTime updateTime;
/**
* 对账公司（保单表）
* 对账公司ID（保单跟进表）
*/
private String reconciliationCompanyBizId;
/**
* 对账公司名称
*/
private String reconciliationCompany;
......
yd-csf-service/src/main/java/com/yd/csf/service/dao/ConditionConfigMapper.java
......@@ -7,6 +7,8 @@ import com.yd.csf.feign.response.conditionconfig.ApiConditionConfigPageResponse;
import com.yd.csf.service.model.ConditionConfig;
import com.baomidou.mybatisplus.core.mapper.BaseMapper;
import org.apache.ibatis.annotations.Param;
import java.util.List;
import java.util.Map;
/**
* <p>
......@@ -20,4 +22,11 @@ public interface ConditionConfigMapper extends BaseMapper<ConditionConfig> {
IPage<ApiConditionConfigPageResponse> page(@Param("page") Page<ApiConditionConfigPageResponse> page,
@Param("request") ApiConditionConfigPageRequest request);
/**
* 根据业务员ID列表查询每个业务员对应的基础销售积分比例
* @param brokerBizIds 业务员ID列表
* @return 包含 brokerBizId 和 conditional_value 的 Map 列表
*/
List<Map<String, Object>> selectBrokerRatioByBizIds(@Param("list") List<String> brokerBizIds);
}
yd-csf-service/src/main/java/com/yd/csf/service/dao/FnaCustomerMapper.java 0 → 100644
package com.yd.csf.service.dao;
import com.yd.csf.service.model.FnaCustomer;
import com.baomidou.mybatisplus.core.mapper.BaseMapper;
/**
* @author Zhang Jianan
* @description 针对表【fna_customer(客户信息表)】的数据库操作Mapper
* @createDate 2026-03-09 10:45:37
* @Entity com.yd.csf.service.model.FnaCustomer
*/
public interface FnaCustomerMapper extends BaseMapper<FnaCustomer> {
}
yd-csf-service/src/main/java/com/yd/csf/service/dto/ChangePolicyFollowStatusRequest.java
package com.yd.csf.service.dto;
import com.fasterxml.jackson.annotation.JsonFormat;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import javax.validation.constraints.NotNull;
import java.util.Date;
import java.util.List;
......@@ -38,4 +40,14 @@ public class ChangePolicyFollowStatusRequest {
*/
@Schema(description = "跟进信息")
private String message;
/**
* 冷静期结束日期
*/
private Date coolingOffEndDate;
/**
* 保单截止日期
*/
private Date policyExpirationDate;
}
yd-csf-service/src/main/java/com/yd/csf/service/dto/CustomerAddRequest.java
......@@ -16,6 +16,12 @@ import java.util.List;
@Data
public class CustomerAddRequest implements Serializable {
/**
* fna业务id
*/
@Schema(description = "fna业务id")
private String fnaBizId;
/**
* 姓名-中文
*/
@Schema(description = "姓名-中文")
......
yd-csf-service/src/main/java/com/yd/csf/service/dto/CustomerUpdateRequest.java
......@@ -15,6 +15,13 @@ import java.util.List;
*/
@Data
public class CustomerUpdateRequest implements Serializable {
/**
* fna业务id
*/
@Schema(description = "fna业务id", requiredMode = Schema.RequiredMode.REQUIRED)
private String fnaBizId;
/**
* 客户主表业务唯一id
*/
......
yd-csf-service/src/main/java/com/yd/csf/service/dto/FortuneUpdateRequest.java
......@@ -84,8 +84,14 @@ public class FortuneUpdateRequest implements Serializable {
/**
* 本期出账金额
*/
@Schema(description = "本期出账金额")
private BigDecimal currentPaymentAmount;
// @Schema(description = "本期出账金额")
// private BigDecimal currentPaymentAmount;
/**
* 本期出账港币金额
*/
@Schema(description = "本期出账港币金额")
private BigDecimal currentPaymentHkdAmount;
/**
* 出账币种
......
yd-csf-service/src/main/java/com/yd/csf/service/model/ExpectedFortune.java
......@@ -137,6 +137,12 @@ public class ExpectedFortune implements Serializable {
private String brokerRatio;
/**
* 转介人职级比例
*/
@TableField("broker_level_ratio")
private BigDecimal brokerLevelRatio;
/**
* 标准发佣金额
*/
@TableField("standard_amount")
......
yd-csf-service/src/main/java/com/yd/csf/service/model/FnaCustomer.java 0 → 100644
package com.yd.csf.service.model;
import com.baomidou.mybatisplus.annotation.IdType;
import com.baomidou.mybatisplus.annotation.TableField;
import com.baomidou.mybatisplus.annotation.TableId;
import com.baomidou.mybatisplus.annotation.TableName;
import java.io.Serializable;
import java.math.BigDecimal;
import java.util.Date;
import lombok.Data;
/**
* 客户信息表
*
* @TableName fna_customer
*/
@TableName(value = "fna_customer")
@Data
public class FnaCustomer implements Serializable {
/**
* id
*/
@TableId(type = IdType.AUTO)
private Long id;
/**
* fna客户唯一业务ID
*/
private String fnaCustomerBizId;
/**
* customer唯一业务ID
*/
private String customerBizId;
/**
* fna唯一业务ID
*/
private String fnaBizId;
/**
* 姓名-中文
*/
private String nameCn;
/**
* 姓名-（拼音/英文，通过中文自动加载全部大写的拼音）
*/
private String namePyEn;
/**
* 证件类型（字典，下拉选择）
*/
private String documentType;
/**
* 证件号码
*/
private String idNumber;
/**
* 性别（字典，如果是身份证，自动获取性别和生日）
*/
private String gender;
/**
* 出生日期（生日，如果是身份证，自动获取性别和生日）
*/
private Date birthday;
/**
* 年龄（通过生日自动获取年龄）
*/
private String age;
/**
* 国籍（下拉选择）
*/
private String nationality;
/**
* 出生地
*/
private String birthplace;
/**
* 是否拥有其他国家公民身份（如美国、日本等）: 0-否, 1-是（字典）
*/
private String isOtherCountry;
/**
* 税务国家
*/
private Object taxList;
/**
* 吸烟情况（字典）
*/
private String smokingStatus;
/**
* 婚姻情况（字典）
*/
private String maritalStatus;
/**
* 教育程度（字典）
*/
private String educationLevel;
/**
* 是否退休（字典）
*/
private String isRetirement;
/**
* 退休年龄（如已退休，再显示）
*/
private String retirementAge;
/**
* 身高（CM)
*/
private String height;
/**
* 体重（KG)
*/
private String weight;
/**
* BMI指数（根据身高和体重自动计算）
*/
private String bmi;
/**
* 风险偏好（字典，下拉选择）
*/
private String riskAppetite;
/**
* 受供养人数目（通过FNA带入）
*/
private Integer dependentsNum;
/**
* 移动电话区号
*/
private String mobileCode;
/**
* 移动电话
*/
private String mobile;
/**
* 住宅电话区号
*/
private String residenceMobileCode;
/**
* 住宅电话
*/
private String residenceMobile;
/**
* 固定电话区号
*/
private String landlineCode;
/**
* 固定电话
*/
private String landline;
/**
* 邮箱
*/
private String email;
/**
* 证件地址
*/
private String certificateAddress;
/**
* 通讯地址
*/
private String mailingAddress;
/**
* 居住地址（住宅地址）
*/
private String residentialAddress;
/**
* 通讯地址邮政编号
*/
private String mailingAddressCode;
/**
* 就业情况（字典，下拉选择）
*/
private String employmentStatus;
/**
* 公司/学校名称
*/
private String csName;
/**
* 行业
*/
private String industry;
/**
* 现时每月收入（HKD)
*/
private BigDecimal currentMonthlyIncome;
/**
* 总工作年期
*/
private BigDecimal totalWorkingYears;
/**
* 受雇于现职年期
*/
private BigDecimal currentTenure;
/**
* 职位
*/
private String position;
/**
* 公司地址
*/
private String companyAddress;
/**
* 公司电话区号
*/
private String companyMobileCode;
/**
* 公司电话
*/
private String companyMobile;
/**
* 公司地址邮政编号
*/
private String companyAddressCode;
/**
* 平均每月收入（HKD）
*/
private BigDecimal monthIncome;
/**
* 平均每月支出（HKD）
*/
private BigDecimal monthExpenditure;
/**
* 总流动资产（HKD）
*/
private BigDecimal totalCurrentAssets;
/**
* 总负债额（HKD）
*/
private BigDecimal totalDebt;
/**
* 旅行（字典）
*/
private String travel;
/**
* 运动（字典，下拉选择）
*/
private String exercise;
/**
* 游戏（字典，下拉选择）
*/
private String game;
/**
* 电影/戏剧（字典，下拉选择）
*/
private String movieDrama;
/**
* 美食（输入）
*/
private String delicacy;
/**
* 地址列表（json串）
*/
private String addressList;
/**
*
*/
private Object certificateList;
/**
* 通用备注
*/
private String remark;
/**
* 删除标识: 0-正常, 1-删除
*/
private Integer isDeleted;
/**
* 创建人ID
*/
private String creatorId;
/**
* 更新人ID
*/
private String updaterId;
/**
* 创建时间
*/
private Date createTime;
/**
* 更新时间
*/
private Date updateTime;
@TableField(exist = false)
private static final long serialVersionUID = 1L;
}
\ No newline at end of file
yd-csf-service/src/main/java/com/yd/csf/service/model/FortuneAccount.java
......@@ -49,6 +49,11 @@ public class FortuneAccount implements Serializable {
private BigDecimal amount;
/**
* 港币出账金额
*/
private BigDecimal hkdAmount;
/**
* 出账状态 可出账、待出账、已出账
*/
private String status;
......
yd-csf-service/src/main/java/com/yd/csf/service/model/Policy.java
......@@ -10,9 +10,12 @@ import java.math.BigDecimal;
import java.time.LocalDateTime;
import java.util.Date;
import com.fasterxml.jackson.annotation.JsonFormat;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import javax.validation.constraints.NotBlank;
/**
* 保单表
*
......
yd-csf-service/src/main/java/com/yd/csf/service/model/PolicyFollow.java
......@@ -7,10 +7,14 @@ import com.baomidou.mybatisplus.annotation.TableName;
import java.io.Serializable;
import java.math.BigDecimal;
import java.time.LocalDateTime;
import java.util.Date;
import com.fasterxml.jackson.annotation.JsonFormat;
import lombok.Data;
import javax.validation.constraints.NotBlank;
/**
* 新单跟进表
*
......@@ -143,7 +147,7 @@ public class PolicyFollow implements Serializable {
/**
* 保障期限
*/
private Integer guaranteePeriod;
private String guaranteePeriod;
/**
* 保额（重疾险）
......@@ -422,4 +426,5 @@ public class PolicyFollow implements Serializable {
@TableField(exist = false)
private static final long serialVersionUID = 1L;
}
\ No newline at end of file
yd-csf-service/src/main/java/com/yd/csf/service/model/ProductPlan.java
......@@ -69,6 +69,12 @@ public class ProductPlan implements Serializable {
private String reconciliationCompanyName;
/**
* 出单经纪公司（对账公司）编码 TODO
*/
@TableField("reconciliation_company_code")
private String reconciliationCompanyCode;
/**
* 保险险种ID（产品上架信息绑定的保险险种参数）
*/
@TableField("insurance_type_id")
......
yd-csf-service/src/main/java/com/yd/csf/service/service/FnaCustomerService.java 0 → 100644
package com.yd.csf.service.service;
import com.yd.csf.service.model.FnaCustomer;
import com.baomidou.mybatisplus.extension.service.IService;
import com.yd.csf.service.vo.CustomerVO;
/**
* @author Zhang Jianan
* @description 针对表【fna_customer(客户信息表)】的数据库操作Service
* @createDate 2026-03-09 10:45:37
*/
public interface FnaCustomerService extends IService<FnaCustomer> {
void validCustomer(FnaCustomer fnaCustomer);
int queryDependentsNum(String fnaBizId);
CustomerVO getCustomerVO(FnaCustomer fnaCustomer);
}
yd-csf-service/src/main/java/com/yd/csf/service/service/IConditionConfigService.java
......@@ -9,6 +9,7 @@ import com.yd.csf.service.model.ConditionConfig;
import com.baomidou.mybatisplus.extension.service.IService;
import java.util.List;
import java.util.Map;
/**
* <p>
......@@ -23,6 +24,8 @@ public interface IConditionConfigService extends IService<ConditionConfig> {
IPage<ApiConditionConfigPageResponse> page(Page<ApiConditionConfigPageResponse> page,
ApiConditionConfigPageRequest request);
List<Map<String, Object>> selectBrokerRatioByBizIds(List<String> brokerBizIds);
ConditionConfig queryOne(String conditionBizId);
List<ConditionConfig> queryList(ConditionConfigDto dto);
......
yd-csf-service/src/main/java/com/yd/csf/service/service/PolicyFollowService.java
......@@ -63,6 +63,8 @@ public interface PolicyFollowService extends IService<PolicyFollow> {
PolicyFollow queryOneByPolicyNo(String policyNo);
PolicyFollow queryOneByPolicyBizId(String policyBizId);
/**
* 保存首期缴费信息
*/
......
yd-csf-service/src/main/java/com/yd/csf/service/service/impl/CommissionExpectedServiceImpl.java
......@@ -183,7 +183,7 @@ public class CommissionExpectedServiceImpl extends ServiceImpl<CommissionExpecte
page.getRecords().forEach(vo -> {
if (StringUtils.isNotBlank(vo.getReconciliationCompanyBizId())) {
String name = nameMap.get(vo.getReconciliationCompanyBizId());
if (StringUtils.isNotBlank(name) && !"CSF".equals(name)) {
if (StringUtils.isNotBlank(name)) {
vo.setReconciliationCompany(name);
}
}
......
yd-csf-service/src/main/java/com/yd/csf/service/service/impl/CommissionServiceImpl.java
......@@ -9,6 +9,7 @@ import cn.hutool.core.collection.CollUtil;
import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
import com.baomidou.mybatisplus.extension.service.impl.ServiceImpl;
import com.yd.base.feign.client.exchangerate.ApiExchangeRateFeignClient;
import com.yd.common.enums.CommonEnum;
import com.yd.common.enums.ResultCode;
import com.yd.common.exception.BusinessException;
......@@ -81,8 +82,8 @@ public class CommissionServiceImpl extends ServiceImpl<CommissionMapper, Commiss
private TransactionTemplate transactionTemplate;
@Resource
private ReceivableService receivableService;
@Autowired
private ApiSysDictFeignClient apiSysDictFeignClient;
@Resource
private ApiExchangeRateFeignClient apiExchangeRateFeignClient;
@Resource
private ApiInsuranceReconciliationCompanyFeignClient apiInsuranceReconciliationCompanyFeignClient;
......@@ -677,11 +678,11 @@ public class CommissionServiceImpl extends ServiceImpl<CommissionMapper, Commiss
fortune.setFortuneBizId(RandomStringGenerator.generateBizId16(CommonEnum.UID_TYPE_FORTUNE.getCode()));
fortune.setId(null);
fortune.setFortuneBizType("R");
fortune.setExchangeRate(queryDefaultExchangeRate(fortune.getCurrency()));
fortune.setExchangeRate(expectedFortune.getDefaultExchangeRate());
fortune.setAmount(expectedFortune.getAmount());
fortune.setHkdAmount(expectedFortune.getAmount().multiply(fortune.getExchangeRate()));
fortune.setHkdAmount(expectedFortune.getHkdAmount());
fortune.setCurrentPaymentAmount(expectedFortune.getAmount());
fortune.setCurrentPaymentHkdAmount(fortune.getCurrentPaymentAmount().multiply(fortune.getExchangeRate()));
fortune.setCurrentPaymentHkdAmount(expectedFortune.getHkdAmount());
fortune.setExpectedFortuneBizId(expectedFortune.getExpectedFortuneBizId());
fortune.setStatus(FortuneStatusEnum.CAN_SEND.getItemValue());
fortune.setIsPart(0);
......@@ -705,22 +706,22 @@ public class CommissionServiceImpl extends ServiceImpl<CommissionMapper, Commiss
.collect(Collectors.toList());
}
private BigDecimal queryDefaultExchangeRate(String currency) {
if (StringUtils.isBlank(currency)) {
/**
* 保单币种对预计来佣的结算币种的默认汇率
* @param policyCurrency 保单币种
* @param currency 预计来佣的结算币种
* @return 汇率
*/
private BigDecimal queryExchangeRateByFeign(String policyCurrency, String currency) {
if (policyCurrency.equalsIgnoreCase(currency)) {
return BigDecimal.ONE;
}
if ("HKD".equalsIgnoreCase(currency)) {
return BigDecimal.valueOf(1);
}
Result<List<GetDictItemListByDictTypeResponse>> result = apiSysDictFeignClient.getDictItemListByDictType("csf_exchange_rate_hkd");
if (CollectionUtils.isNotEmpty(result.getData())) {
for (GetDictItemListByDictTypeResponse dictItem : result.getData()) {
if (StringUtils.equalsIgnoreCase(dictItem.getItemLabel(), currency)) {
return new BigDecimal(dictItem.getItemValue());
}
}
// 调用Feign客户端查询汇率
Result<BigDecimal> result = apiExchangeRateFeignClient.getExchangeRate(policyCurrency, currency, "");
if (result != null && result.getData() != null) {
return result.getData();
}
return BigDecimal.ONE;
return null;
}
/**
......
yd-csf-service/src/main/java/com/yd/csf/service/service/impl/ConditionConfigServiceImpl.java
......@@ -12,10 +12,12 @@ import com.yd.csf.service.model.FormulaConfig;
import com.yd.csf.service.service.IConditionConfigService;
import com.baomidou.mybatisplus.extension.service.impl.ServiceImpl;
import org.apache.commons.lang3.StringUtils;
import org.apache.ibatis.annotations.Param;
import org.springframework.stereotype.Service;
import org.springframework.util.CollectionUtils;
import java.util.List;
import java.util.Map;
/**
* <p>
......@@ -34,6 +36,11 @@ public class ConditionConfigServiceImpl extends ServiceImpl<ConditionConfigMappe
return baseMapper.page(page,request);
}
@Override
public List<Map<String, Object>> selectBrokerRatioByBizIds(List<String> brokerBizIds){
return baseMapper.selectBrokerRatioByBizIds(brokerBizIds);
}
/**
* 查询单个对象
* @param conditionBizId
......
yd-csf-service/src/main/java/com/yd/csf/service/service/impl/CustomerServiceImpl.java
......@@ -8,8 +8,7 @@ import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
import com.baomidou.mybatisplus.extension.service.impl.ServiceImpl;
import com.google.gson.Gson;
import com.google.gson.reflect.TypeToken;
import com.yd.base.feign.client.relobjectcertificate.ApiRelObjectCertificateFeignClient;
import com.yd.base.feign.request.relobjectcertificate.ApiRelObjectCertificateListAddRequest;
import com.yd.base.feign.dto.ApiCertificateDto;
import com.yd.common.enums.CommonEnum;
import com.yd.common.exception.BusinessException;
import com.yd.common.utils.RandomStringGenerator;
......@@ -17,17 +16,21 @@ import com.yd.csf.service.common.ErrorCode;
import com.yd.csf.service.dao.CustomerMapper;
import com.yd.csf.service.dto.*;
import com.yd.csf.service.model.Customer;
import com.yd.csf.service.model.FnaCustomer;
import com.yd.csf.service.model.FnaForm;
import com.yd.csf.service.service.CustomerService;
import com.yd.csf.service.service.FnaCustomerService;
import com.yd.csf.service.service.FnaFormService;
import com.yd.csf.service.service.FnaService;
import com.yd.csf.service.utils.GSONUtil;
import com.yd.csf.service.utils.ValidateUtil;
import com.yd.csf.service.vo.CustomerVO;
import org.apache.commons.collections4.CollectionUtils;
import org.apache.commons.lang3.ObjectUtils;
import org.apache.commons.lang3.StringUtils;
import org.springframework.beans.BeanUtils;
import org.springframework.stereotype.Service;
import org.springframework.transaction.annotation.Transactional;
import javax.annotation.Resource;
import java.util.*;
......@@ -46,15 +49,13 @@ public class CustomerServiceImpl extends ServiceImpl<CustomerMapper, Customer>
@Resource
private CustomerService customerService;
@Resource
private FnaService fnaService;
@Resource
private FnaFormService fnaFormService;
@Resource
private ApiRelObjectCertificateFeignClient apiRelObjectCertificateFeignClient;
private FnaCustomerService fnaCustomerService;
@Override
public CustomerVO getCustomerVO(Customer customer) {
......@@ -97,14 +98,21 @@ public class CustomerServiceImpl extends ServiceImpl<CustomerMapper, Customer>
}
@Override
@Transactional(rollbackFor = Exception.class)
public Map<String, Object> addCustomer(CustomerAddRequest customerAddRequest) {
// 校验 请求 对象中，参数是否全部为空
if (ValidateUtil.isAllFieldsNull(customerAddRequest)) {
throw new BusinessException(ErrorCode.PARAMS_ERROR.getCode(), ErrorCode.PARAMS_ERROR.getMessage());
}
// 检查字段 certificate_list，根据证件类型、证件号码查询客户是否存在
Customer customer = queryByCertificate(customerAddRequest.getApiCertificateDtoList());
if (customer == null) {
customer = new Customer();
}
// 客户主表信息
Customer customer = new Customer();
BeanUtils.copyProperties(customerAddRequest, customer, "addressList", "apiCertificateDtoList");
BeanUtils.copyProperties(customerAddRequest, customer, "addressList", "apiTaxationDtoList", "apiCertificateDtoList");
// 地址列表
if (CollUtil.isNotEmpty(customerAddRequest.getAddressList())) {
customer.setAddressList(GSON.toJson(customerAddRequest.getAddressList()));
......@@ -122,20 +130,19 @@ public class CustomerServiceImpl extends ServiceImpl<CustomerMapper, Customer>
// 客户主表业务唯一id
customer.setCustomerBizId(RandomStringGenerator.generateBizId16(CommonEnum.UID_TYPE_CUSTOMER.getCode()));
boolean result = customerService.save(customer);
boolean result = customerService.saveOrUpdate(customer);
if (!result) {
throw new BusinessException(ErrorCode.OPERATION_ERROR.getCode(), ErrorCode.OPERATION_ERROR.getMessage());
}
// 添加客户证件列表信息
if (CollUtil.isNotEmpty(customerAddRequest.getApiCertificateDtoList())) {
apiRelObjectCertificateFeignClient.addRelObjectCertificateList(ApiRelObjectCertificateListAddRequest.builder()
.objectBizId(customer.getCustomerBizId())
.objectName(CommonEnum.UID_TYPE_CUSTOMER.getName())
.objectTableName(CommonEnum.UID_TYPE_CUSTOMER.getCode())
.objectType(CommonEnum.UID_TYPE_CUSTOMER.getCode())
.apiCertificateDtoList(customerAddRequest.getApiCertificateDtoList())
.build());
// 保存 fna_customer
FnaCustomer fnaCustomer = new FnaCustomer();
BeanUtils.copyProperties(customer, fnaCustomer);
fnaCustomer.setFnaBizId(customerAddRequest.getFnaBizId());
fnaCustomer.setFnaCustomerBizId(RandomStringGenerator.generateBizId16("fna_customer"));
result = fnaCustomerService.saveOrUpdate(fnaCustomer);
if (!result) {
throw new BusinessException(ErrorCode.OPERATION_ERROR.getCode(), ErrorCode.OPERATION_ERROR.getMessage());
}
Map<String, Object> map = new HashMap<>();
......@@ -143,6 +150,50 @@ public class CustomerServiceImpl extends ServiceImpl<CustomerMapper, Customer>
return map;
}
private Customer queryByCertificate(List<ApiCertificateDto> certificateList) {
if (CollUtil.isNotEmpty(certificateList)) {
for (ApiCertificateDto certificate : certificateList) {
if (StringUtils.isNotBlank(certificate.getDocumentType()) && StringUtils.isNotBlank(certificate.getIdNumber())) {
// 查询所有有 certificateList 的客户
List<Customer> existingCustomers = customerService.lambdaQuery()
.isNotNull(Customer::getCertificateList)
.ne(Customer::getCertificateList, "")
.list();
if (CollUtil.isNotEmpty(existingCustomers)) {
for (Customer existingCustomer : existingCustomers) {
if (ObjectUtils.isNotEmpty(existingCustomer.getCertificateList())) {
try {
// 解析 JSON 中的证件列表
List<ApiCertificateDto> certList = GSON.fromJson(
(String) existingCustomer.getCertificateList(),
new TypeToken<List<ApiCertificateDto>>() {}.getType()
);
if (CollUtil.isNotEmpty(certList)) {
for (ApiCertificateDto cert : certList) {
String docType = cert.getDocumentType();
String idNum = cert.getIdNumber();
// 比对证件类型和证件号码
if (certificate.getDocumentType().equals(docType)
&& certificate.getIdNumber().equals(idNum)) {
return existingCustomer;
}
}
}
} catch (Exception e) {
// JSON 解析失败，跳过该客户
}
}
}
}
}
}
}
return null;
}
@Override
public void validCustomer(Customer customer) {
if (StringUtils.isBlank(customer.getNamePyEn())) {
......@@ -160,6 +211,7 @@ public class CustomerServiceImpl extends ServiceImpl<CustomerMapper, Customer>
}
@Override
@Transactional(rollbackFor = Exception.class)
public Boolean updateCustomer(CustomerUpdateRequest customerUpdateRequest) {
// 判断是否存在
String customerBizId = customerUpdateRequest.getCustomerBizId();
......@@ -189,15 +241,11 @@ public class CustomerServiceImpl extends ServiceImpl<CustomerMapper, Customer>
fnaService.updateCustomerNameByCustomerBizId(customerUpdateRequest.getNamePyEn(), customerBizId);
}
// 添加客户证件列表信息
if (CollUtil.isNotEmpty(customerUpdateRequest.getApiCertificateDtoList())) {
apiRelObjectCertificateFeignClient.addRelObjectCertificateList(ApiRelObjectCertificateListAddRequest.builder()
.objectBizId(customerBizId)
.objectName(CommonEnum.UID_TYPE_CUSTOMER.getName())
.objectTableName(CommonEnum.UID_TYPE_CUSTOMER.getCode())
.objectType(CommonEnum.UID_TYPE_CUSTOMER.getCode())
.apiCertificateDtoList(customerUpdateRequest.getApiCertificateDtoList())
.build());
// 更新 fna_customer 表
FnaCustomer fnaCustomer = fnaCustomerService.lambdaQuery().eq(FnaCustomer::getFnaBizId, customerBizId).one();
if (fnaCustomer != null) {
BeanUtils.copyProperties(oldCustomer, fnaCustomer, "id", "fna_customer_biz_id", "fnaBizId", "customerBizId");
fnaCustomerService.updateById(fnaCustomer);
}
return true;
......
yd-csf-service/src/main/java/com/yd/csf/service/service/impl/ExpectedFortuneServiceImpl.java
......@@ -10,6 +10,7 @@ import com.yd.csf.service.model.ExpectedFortune;
import com.yd.csf.service.dao.ExpectedFortuneMapper;
import com.yd.csf.service.model.Policy;
import com.yd.csf.service.model.PolicyFollow;
import com.yd.csf.service.service.IConditionConfigService;
import com.yd.csf.service.service.IExpectedFortuneService;
import com.baomidou.mybatisplus.extension.service.impl.ServiceImpl;
import com.yd.csf.service.service.PolicyFollowService;
......@@ -20,8 +21,7 @@ import org.springframework.beans.BeanUtils;
import org.springframework.stereotype.Service;
import javax.annotation.Resource;
import java.util.List;
import java.util.Map;
import java.util.*;
import java.util.function.Function;
import java.util.stream.Collectors;
......@@ -42,6 +42,9 @@ public class ExpectedFortuneServiceImpl extends ServiceImpl<ExpectedFortuneMappe
@Resource
private PolicyFollowService policyFollowService;
@Resource
private IConditionConfigService iConditionConfigService;
@Override
public IPage<ApiExpectedFortunePageResponse> page(Page<ApiExpectedFortunePageResponse> page,
ApiExpectedFortunePageRequest request) {
......@@ -88,35 +91,65 @@ public class ExpectedFortuneServiceImpl extends ServiceImpl<ExpectedFortuneMappe
@Override
public List<ApiExpectedFortunePageResponse> toVOList(List<ExpectedFortune> expectedFortuneList) {
// 关联保单信息
if (CollUtil.isEmpty(expectedFortuneList)) {
return Collections.emptyList();
}
// 收集所有 brokerBizId
List<String> brokerBizIds = expectedFortuneList.stream()
.map(ExpectedFortune::getBrokerBizId)
.filter(Objects::nonNull)
.distinct()
.collect(Collectors.toList());
Map<String, String> brokerRatioMap = new HashMap<>();
if (CollUtil.isNotEmpty(brokerBizIds)) {
List<Map<String, Object>> ratioList = iConditionConfigService.selectBrokerRatioByBizIds(brokerBizIds);
brokerRatioMap = ratioList.stream()
.filter(map -> map.get("conditional_value") != null)
.collect(Collectors.toMap(
map -> (String) map.get("brokerBizId"),
map -> (String) map.get("conditional_value"),
(v1, v2) -> v1
));
}
List<String> policyNos = expectedFortuneList.stream()
.map(ExpectedFortune::getPolicyNo)
.collect(Collectors.toList());
List<Policy> policyList = policyService.lambdaQuery()
.in(Policy::getPolicyNo, expectedFortuneList.stream().map(ExpectedFortune::getPolicyNo).collect(Collectors.toList()))
.list();
.in(Policy::getPolicyNo, policyNos).list();
List<PolicyFollow> policyFollowList = policyFollowService.lambdaQuery()
.in(PolicyFollow::getPolicyNo, expectedFortuneList.stream().map(ExpectedFortune::getPolicyNo).collect(Collectors.toList()))
.list();
.in(PolicyFollow::getPolicyNo, policyNos).list();
Map<String, Policy> policyMap = policyList.stream()
.collect(Collectors.toMap(Policy::getPolicyNo, Function.identity()));
Map<String, PolicyFollow> policyFollowMap = policyFollowList.stream()
.collect(Collectors.toMap(PolicyFollow::getPolicyNo, Function.identity()));
List<ApiExpectedFortunePageResponse> expectedFortuneVOList = expectedFortuneList.stream().map(expectedFortune -> {
ApiExpectedFortunePageResponse expectedFortuneVO = new ApiExpectedFortunePageResponse();
BeanUtils.copyProperties(expectedFortune, expectedFortuneVO);
// 组装 VO
Map<String, String> finalBrokerRatioMap = brokerRatioMap;
List<ApiExpectedFortunePageResponse> voList = expectedFortuneList.stream().map(ef -> {
ApiExpectedFortunePageResponse vo = new ApiExpectedFortunePageResponse();
BeanUtils.copyProperties(ef, vo);
Policy policy = policyMap.get(expectedFortune.getPolicyNo());
PolicyFollow policyFollow= policyFollowMap.get(expectedFortune.getPolicyNo());
String ratio = finalBrokerRatioMap.get(ef.getBrokerBizId());
vo.setCommissionRatio(ratio);
Policy policy = policyMap.get(ef.getPolicyNo());
PolicyFollow follow = policyFollowMap.get(ef.getPolicyNo());
if (policy != null) {
expectedFortuneVO.setInsuranceCompany(policy.getInsuranceCompany());
expectedFortuneVO.setPremium(policy.getPaymentPremium());
vo.setInsuranceCompany(policy.getInsuranceCompany());
vo.setPremium(policy.getPaymentPremium());
}
if (policyFollow != null) {
expectedFortuneVO.setProductName(policyFollow.getProductName());
expectedFortuneVO.setProductLaunchBizId(policyFollow.getProductLaunchBizId());
if (follow != null) {
vo.setProductName(follow.getProductName());
vo.setProductLaunchBizId(follow.getProductLaunchBizId());
}
return expectedFortuneVO;
return vo;
}).collect(Collectors.toList());
return expectedFortuneVOList;
return voList;
}
@Override
......
yd-csf-service/src/main/java/com/yd/csf/service/service/impl/FnaCustomerServiceImpl.java 0 → 100644
package com.yd.csf.service.service.impl;
import com.baomidou.mybatisplus.extension.service.impl.ServiceImpl;
import com.google.gson.reflect.TypeToken;
import com.yd.base.feign.client.relobjectcertificate.ApiRelObjectCertificateFeignClient;
import com.yd.base.feign.dto.ApiCertificateDto;
import com.yd.common.exception.BusinessException;
import com.yd.csf.service.common.ErrorCode;
import com.yd.csf.service.dto.DependantData;
import com.yd.csf.service.dto.TaxCountry;
import com.yd.csf.service.model.Fna;
import com.yd.csf.service.model.FnaCustomer;
import com.yd.csf.service.model.FnaForm;
import com.yd.csf.service.service.CustomerService;
import com.yd.csf.service.service.FnaCustomerService;
import com.yd.csf.service.dao.FnaCustomerMapper;
import com.yd.csf.service.service.FnaFormService;
import com.yd.csf.service.service.FnaService;
import com.yd.csf.service.utils.GSONUtil;
import com.yd.csf.service.vo.AddressVO;
import com.yd.csf.service.vo.CustomerVO;
import org.apache.commons.collections4.CollectionUtils;
import org.apache.commons.lang3.ObjectUtils;
import org.apache.commons.lang3.StringUtils;
import org.springframework.beans.BeanUtils;
import org.springframework.stereotype.Service;
import javax.annotation.Resource;
import java.util.List;
/**
* @author Zhang Jianan
* @description 针对表【fna_customer(客户信息表)】的数据库操作Service实现
* @createDate 2026-03-09 10:45:37
*/
@Service
public class FnaCustomerServiceImpl extends ServiceImpl<FnaCustomerMapper, FnaCustomer>
implements FnaCustomerService {
@Resource
private FnaCustomerService fnaCustomerService;
@Resource
private CustomerService customerService;
@Resource
private FnaService fnaService;
@Resource
private FnaFormService fnaFormService;
@Resource
private ApiRelObjectCertificateFeignClient apiRelObjectCertificateFeignClient;
@Override
public void validCustomer(FnaCustomer fnaCustomer) {
if (StringUtils.isBlank(fnaCustomer.getNamePyEn())) {
throw new BusinessException(ErrorCode.PARAMS_ERROR.getCode(), "名字-英文不能为空");
}
if (StringUtils.isBlank(fnaCustomer.getMobile())) {
throw new BusinessException(ErrorCode.PARAMS_ERROR.getCode(), "客户手机号不能为空");
}
if (StringUtils.isBlank(fnaCustomer.getAge())) {
throw new BusinessException(ErrorCode.PARAMS_ERROR.getCode(), "年龄不能为空");
}
if (StringUtils.isBlank(fnaCustomer.getNationality())) {
throw new BusinessException(ErrorCode.PARAMS_ERROR.getCode(), "国籍不能为空");
}
}
@Override
public int queryDependentsNum(String fnaBizId) {
Fna fna = fnaService.getByBizId(fnaBizId);
if (fna == null) {
return 0;
}
FnaForm fnaForm = fnaFormService.getByFnaFormBizId(fna.getFnaFormBizId());
if (fnaForm != null) {
if (StringUtils.isNotBlank((CharSequence) fnaForm.getDependantList()) && !"null".equals(fnaForm.getDependantList())) {
List<DependantData> dependantList = GSONUtil.fromJson((String) fnaForm.getDependantList(), new TypeToken<List<DependantData>>() {
}.getType());
return dependantList.size();
}
}
return 0;
}
@Override
public CustomerVO getCustomerVO(FnaCustomer fnaCustomer) {
if (fnaCustomer == null) {
return null;
}
// 查询受供养人数量
int dependentsNum = fnaCustomerService.queryDependentsNum(fnaCustomer.getFnaBizId());
// 获取封装类
CustomerVO customerVO = new CustomerVO();
BeanUtils.copyProperties(fnaCustomer, customerVO);
customerVO.setDependentsNum(dependentsNum);
if (ObjectUtils.isNotEmpty(fnaCustomer.getAddressList())) {
List<AddressVO> addressList = GSONUtil.fromJson(fnaCustomer.getAddressList(), new TypeToken<List<AddressVO>>() {
}.getType());
customerVO.setAddressList(addressList);
}
if (ObjectUtils.isNotEmpty(fnaCustomer.getTaxList())) {
List<TaxCountry> taxList = GSONUtil.fromJson((String) fnaCustomer.getTaxList(), new TypeToken<List<TaxCountry>>() {
}.getType());
customerVO.setApiTaxationDtoList(taxList);
}
if (ObjectUtils.isNotEmpty(fnaCustomer.getCertificateList())) {
List<ApiCertificateDto> certificateList = GSONUtil.fromJson((String) fnaCustomer.getCertificateList(), new TypeToken<List<ApiCertificateDto>>() {
}.getType());
customerVO.setApiCertificateDtoList(certificateList);
}
return customerVO;
}
}
yd-csf-service/src/main/java/com/yd/csf/service/service/impl/FortuneAccountServiceImpl.java
......@@ -124,7 +124,7 @@ public class FortuneAccountServiceImpl extends ServiceImpl<FortuneAccountMapper,
fortuneAccount.setBroker(accountExportDTO.getBroker());
fortuneAccount.setTeam(accountExportDTO.getTeam());
fortuneAccount.setCurrency(accountExportDTO.getCurrency());
fortuneAccount.setAmount(accountExportDTO.getAmount());
fortuneAccount.setHkdAmount(accountExportDTO.getAmount());
fortuneAccount.setFortuneAccountDate(currentDate);
// 出账状态默认待出账
fortuneAccount.setStatus(FortuneStatusEnum.CHECKED.getItemValue());
......@@ -361,7 +361,7 @@ public class FortuneAccountServiceImpl extends ServiceImpl<FortuneAccountMapper,
List<FortuneAccount> fortuneAccountList = this.baseMapper.selectBatchIds(fortuneAccountIdList);
BigDecimal totalAmount = fortuneAccountList.stream()
.map(FortuneAccount::getAmount)
.map(FortuneAccount::getHkdAmount)
.reduce(BigDecimal.ZERO, BigDecimal::add);
int brokerCount = fortuneAccountList.stream()
.map(FortuneAccount::getBroker)
......
yd-csf-service/src/main/java/com/yd/csf/service/service/impl/FortuneServiceImpl.java
......@@ -138,10 +138,6 @@ public class FortuneServiceImpl extends ServiceImpl<FortuneMapper, Fortune>
List<Policy> policyList = policyService.list(queryWrapper);
Map<String, Policy> policyMap = policyList.stream().collect(Collectors.toMap(Policy::getPolicyNo, a -> a, (oldValue, newValue) -> newValue));
// 3.关联查询预计出账信息
List<ExpectedFortune> expectedFortuneList = expectedFortuneService.list(new QueryWrapper<ExpectedFortune>().in("expected_fortune_biz_id", expectedFortuneBizIdSet));
Map<String, ExpectedFortune> expectedFortuneMap = expectedFortuneList.stream().collect(Collectors.toMap(ExpectedFortune::getExpectedFortuneBizId, a -> a, (oldValue, newValue) -> newValue));
fortuneVOList.forEach(fortuneVO -> {
String commissionBizId = fortuneVO.getCommissionExpectedBizId();
// 设置来佣金额和比例
......@@ -185,13 +181,13 @@ public class FortuneServiceImpl extends ServiceImpl<FortuneMapper, Fortune>
if (expectedFortune == null) {
throw new BusinessException(ResultCode.NULL_ERROR.getCode(), "预计出账数据不存在");
}
BigDecimal currentPaymentAmount = fortuneUpdateRequest.getCurrentPaymentAmount();
if (currentPaymentAmount != null) {
if (currentPaymentAmount.compareTo(BigDecimal.ZERO) < 0) {
throw new BusinessException(ResultCode.PARAM_CHECK_ERROR.getCode(), "出账金额不能小于0");
BigDecimal currentPaymentHkdAmount = fortuneUpdateRequest.getCurrentPaymentHkdAmount();
if (currentPaymentHkdAmount != null) {
if (currentPaymentHkdAmount.compareTo(BigDecimal.ZERO) < 0) {
throw new BusinessException(ResultCode.PARAM_CHECK_ERROR.getCode(), "出账港币金额不能小于0");
}
if (currentPaymentAmount.compareTo(expectedFortune.getAmount()) > 0) {
throw new BusinessException(ResultCode.PARAM_CHECK_ERROR.getCode(), "出账金额不能大于应付款金额");
if (currentPaymentHkdAmount.compareTo(expectedFortune.getHkdAmount()) > 0) {
throw new BusinessException(ResultCode.PARAM_CHECK_ERROR.getCode(), "出账港币金额不能大于应付款港币金额");
}
if (StringUtils.isBlank(fortuneUpdateRequest.getCurrency())) {
throw new BusinessException(ResultCode.PARAM_CHECK_ERROR.getCode(), "出账币种不能为空");
......@@ -215,8 +211,8 @@ public class FortuneServiceImpl extends ServiceImpl<FortuneMapper, Fortune>
fortune.setReconciliationOperator(currentLoginUser.getUsername());
// 如果传入了金额
if (currentPaymentAmount != null) {
splitFortune(fortune, currentPaymentAmount, expectedFortune, loginUserId, fortuneUpdateRequest);
if (currentPaymentHkdAmount != null && currentPaymentHkdAmount.compareTo(BigDecimal.ZERO) != 0) {
splitFortune(fortune, currentPaymentHkdAmount, expectedFortune, loginUserId, fortuneUpdateRequest);
} else {
// 如果未传入金额，仅更新预计出账状态为已出帐
expectedFortuneService.lambdaUpdate()
......@@ -364,9 +360,9 @@ public class FortuneServiceImpl extends ServiceImpl<FortuneMapper, Fortune>
// 校验发佣记录状态
StringBuilder validateMsg = new StringBuilder();
for (Fortune fortune : fortuneList) {
if (StringUtils.equals(fortune.getStatus(), FortuneStatusEnum.CAN_SEND.getItemValue())) {
validateMsg.append(fortune.getPolicyNo()).append("-").append(fortune.getBroker()).append("当前未检核，请检核后再生成出账记录; ");
}
// if (StringUtils.equals(fortune.getStatus(), FortuneStatusEnum.CAN_SEND.getItemValue())) {
// validateMsg.append(fortune.getPolicyNo()).append("-").append(fortune.getBroker()).append("当前未检核，请检核后再生成出账记录; ");
// }
if (StringUtils.equals(fortune.getStatus(), FortuneStatusEnum.SENT.getItemValue())) {
validateMsg.append(fortune.getPolicyNo()).append("-").append(fortune.getBroker()).append("已完成出账，不能生成出账记录; ");
}
......@@ -406,7 +402,7 @@ public class FortuneServiceImpl extends ServiceImpl<FortuneMapper, Fortune>
// 计算出账总额
BigDecimal totalAmount = brokerFortunes.stream()
.map(Fortune::getCurrentPaymentAmount)
.map(Fortune::getCurrentPaymentHkdAmount)
.reduce(BigDecimal.ZERO, BigDecimal::add);
accountDTO.setAmount(totalAmount);
......@@ -414,7 +410,7 @@ public class FortuneServiceImpl extends ServiceImpl<FortuneMapper, Fortune>
Map<String, BigDecimal> fortuneAmountMap = brokerFortunes.stream()
.collect(Collectors.groupingBy(
Fortune::getFortuneName,
Collectors.reducing(BigDecimal.ZERO, Fortune::getCurrentPaymentAmount, BigDecimal::add)
Collectors.reducing(BigDecimal.ZERO, Fortune::getCurrentPaymentHkdAmount, BigDecimal::add)
));
// 设置各个fortune项目的金额
......@@ -645,6 +641,40 @@ public class FortuneServiceImpl extends ServiceImpl<FortuneMapper, Fortune>
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<>();
for (Fortune fortune : fortuneList) {
exchangeRateMap.put(fortune.getPolicyNo(), fortune.getExchangeRate());
}
Set<String> policyNoSet = fortuneList.stream().map(Fortune::getPolicyNo).collect(Collectors.toSet());
// 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.getTotalPaymentPremium().multiply(exchangeRate));
}
fortuneStatistics.setTotalPremium(totalPremium);
}
// 查询总入账金额
List<Commission> commissions = commissionService.lambdaQuery()
.in(Commission::getPolicyNo, policyNoSet)
.select(Commission::getHkdAmount)
.list();
BigDecimal totalInAmount = BigDecimal.ZERO;
if (CollectionUtils.isNotEmpty(commissions)) {
for (Commission commission : commissions) {
totalInAmount = totalInAmount.add(commission.getHkdAmount());
}
fortuneStatistics.setTotalInAmount(totalInAmount);
}
}
return fortuneStatistics;
}
......
yd-csf-service/src/main/java/com/yd/csf/service/service/impl/PolicyFollowServiceImpl.java
......@@ -490,6 +490,10 @@ public class PolicyFollowServiceImpl extends ServiceImpl<PolicyFollowMapper, Pol
.set(PolicyFollow::getStatus, changePolicyFollowStatusRequest.getStatus())
.set(PolicyFollow::getNextStatusList, getNextStatus(policyFollowStatusEnum))
.set(PolicyFollow::getUpdaterId, loginUserId)
//冷静期结束日期
.set(PolicyFollow::getCoolingOffEndDate, changePolicyFollowStatusRequest.getCoolingOffEndDate() != null ? changePolicyFollowStatusRequest.getCoolingOffEndDate() : policyFollow.getCoolingOffEndDate())
//保单截止日期
.set(PolicyFollow::getPolicyExpirationDate, changePolicyFollowStatusRequest.getPolicyExpirationDate() != null ? changePolicyFollowStatusRequest.getPolicyExpirationDate() : policyFollow.getPolicyExpirationDate())
.eq(PolicyFollow::getId, policyFollow.getId())
.update();
......@@ -512,6 +516,7 @@ public class PolicyFollowServiceImpl extends ServiceImpl<PolicyFollowMapper, Pol
policy.setCoolingOffEndDate(policyFollow.getCoolingOffEndDate());
policy.setReconciliationCompanyBizId(policyFollow.getReconciliationCompanyBizId());
policy.setReconciliationCompanyCode(policyFollow.getReconciliationCompanyCode());
policy.setReconciliationCompany(policyFollow.getReconciliationCompany());
// 更新保单状态为生效
policy.setStatus(PolicyStatusEnum.INFORCE.getItemValue());
// 手动映射不同名的字段
......@@ -521,6 +526,8 @@ public class PolicyFollowServiceImpl extends ServiceImpl<PolicyFollowMapper, Pol
policy.setTotalPaymentPremium(calculateTotalPaymentPremium(policy));
policy.setUnderwritingDate(changePolicyFollowStatusRequest.getUnderwritingDate());
policy.setEffectiveDate(changePolicyFollowStatusRequest.getEffectiveDate());
//冷静期结束日期
policy.setCoolingOffEndDate(changePolicyFollowStatusRequest.getCoolingOffEndDate() != null ? changePolicyFollowStatusRequest.getCoolingOffEndDate() : policy.getCoolingOffEndDate());
if (ObjectUtils.isEmpty(policy.getInsuranceCompany()) || ObjectUtils.isEmpty(policy.getInsuranceCompany())) {
// 获取保单产品信息，填充对账公司相关字段
......@@ -723,6 +730,14 @@ public class PolicyFollowServiceImpl extends ServiceImpl<PolicyFollowMapper, Pol
}
@Override
public PolicyFollow queryOneByPolicyBizId(String policyBizId) {
return this.getOne(new LambdaQueryWrapper<PolicyFollow>()
.eq(PolicyFollow::getPolicyBizId,policyBizId)
.last(" limit 1 ")
);
}
@Override
public Boolean uploadAttachment(AttachmentUploadRequest attachmentUploadRequest) {
String policyBizId = attachmentUploadRequest.getPolicyBizId();
if (policyBizId == null) {
......
yd-csf-service/src/main/java/com/yd/csf/service/service/impl/PolicyServiceImpl.java
......@@ -16,7 +16,9 @@ import com.yd.csf.feign.dto.appointment.ApiProductPlanMainInfoDto;
import com.yd.csf.service.dto.*;
import com.yd.csf.service.model.Policy;
import com.yd.csf.service.model.PolicyAdditional;
import com.yd.csf.service.model.PolicyFollow;
import com.yd.csf.service.service.PolicyAdditionalService;
import com.yd.csf.service.service.PolicyFollowService;
import com.yd.csf.service.service.PolicyService;
import com.yd.csf.service.dao.PolicyMapper;
import com.yd.csf.service.vo.PolicyVO;
......@@ -33,6 +35,7 @@ import org.springframework.util.CollectionUtils;
import javax.annotation.Resource;
import java.math.BigDecimal;
import java.math.RoundingMode;
import java.time.ZoneId;
import java.util.*;
import java.util.function.Function;
import java.util.stream.Collectors;
......@@ -50,6 +53,8 @@ public class PolicyServiceImpl extends ServiceImpl<PolicyMapper, Policy>
@Resource
private PolicyAdditionalService policyAdditionalService;
@Resource
private PolicyFollowService policyFollowService;
@Resource
private ApiRelProjectProductLaunchFeignClient apiRelProjectProductLaunchFeignClient;
@Override
......@@ -102,64 +107,187 @@ public class PolicyServiceImpl extends ServiceImpl<PolicyMapper, Policy>
@Override
@Transactional(rollbackFor = Exception.class)
public Boolean updatePolicy(PolicyUpdateRequest policyUpdateRequest) {
ApiProductPlanMainInfoDto dto = policyUpdateRequest.getApiProductPlanMainInfoDto();
if (dto == null) {
throw new BusinessException("产品计划对象不能为空");
}
String policyBizId = policyUpdateRequest.getPolicyBizId();
if (StringUtils.isBlank(policyBizId)) {
throw new BusinessException(ResultCode.PARAMS_ERROR.getCode(), "policyBizId不能为空");
}
Policy policy = this.getOne(new QueryWrapper<Policy>().eq("policy_biz_id", policyBizId));
if (policy == null) {
throw new BusinessException(ResultCode.NULL_ERROR.getCode(), "保单不存在");
}
BigDecimal paymentPremium = policy.getPaymentPremium();
if (paymentPremium == null) {
throw new BusinessException("期交保费不能为空");
}
Object paymentTerm = policy.getPaymentTerm();
if (paymentTerm == null) {
throw new BusinessException("供款期数不能为空");
}
// 手动映射字段，处理类型转换
Date now = new Date();
// 保单信息
ApiProductPlanMainInfoDto apiProductPlanMainInfoDto = policyUpdateRequest.getApiProductPlanMainInfoDto();
if (apiProductPlanMainInfoDto != null) {
BeanUtils.copyProperties(apiProductPlanMainInfoDto, policy, "policyBizId", "id");
policy.setPaymentPremium(apiProductPlanMainInfoDto.getEachIssuePremium());
policy.setTotalPaymentPremium(calculateTotalPaymentPremium(apiProductPlanMainInfoDto));
policy.setIsPrepaid(apiProductPlanMainInfoDto.getIsPrepay());
policy.setUpdateTime(now);
// 更新保单
this.updateById(policy);
// 保单基本信息
policy.setPolicyBizId(policyBizId);
policy.setProductLaunchBizId(dto.getProductLaunchBizId());
policy.setProductName(dto.getProductLaunchMainName());
policy.setInsuranceCompany(dto.getCompanyName());
policy.setInsuranceCompanyBizId(dto.getCompanyId());
policy.setReconciliationCompany(dto.getReconciliationCompanyName());
policy.setReconciliationCompanyBizId(dto.getReconciliationCompanyId());
policy.setCurrency(dto.getPolicyCurrency());
policy.setProductCate(dto.getInsuranceTypeId());
policy.setPaymentTerm(dto.getIssueNumber());
// 保障年期
policy.setGuaranteePeriod(dto.getGuaranteePeriod());
// 保额
policy.setSumInsured(parseBigDecimal(dto.getSumInsured()));
// 期交保费
BigDecimal eachIssuePremium = parseBigDecimal(dto.getEachIssuePremium());
if (eachIssuePremium == null) {
throw new BusinessException("每期保费不能为空");
}
String policyNo = policy.getPolicyNo();
// 先删除旧的附加险
policyAdditionalService.remove(new QueryWrapper<PolicyAdditional>().eq("policy_biz_id", policyBizId));
// 保单附加险列表
List<ApiProductPlanAdditionalInfoDto> apiProductPlanAdditionalInfoDtoList = policyUpdateRequest.getApiProductPlanAdditionalInfoDtoList();
if (CollUtil.isNotEmpty(apiProductPlanAdditionalInfoDtoList)) {
// 转换为实体类
List<PolicyAdditional> policyAdditionalList = apiProductPlanAdditionalInfoDtoList.stream().map(additionalDto -> {
PolicyAdditional policyAdditional = new PolicyAdditional();
BeanUtils.copyProperties(additionalDto, policyAdditional);
policyAdditional.setPolicyBizId(policyBizId);
policyAdditional.setPolicyNo(policyNo);
policyAdditional.setUpdateTime(now);
policyAdditional.setCreateTime(now);
return policyAdditional;
}).collect(Collectors.toList());
// 批量插入
policyAdditionalService.saveBatch(policyAdditionalList);
policy.setPaymentPremium(eachIssuePremium);
// 总保费计算
policy.setTotalPaymentPremium(calculateTotalPaymentPremium(dto));
// 保单征费
policy.setPolicyLevy(parseString(dto.getPolicyLevy()));
// 是否预缴
policy.setIsPrepaid(parseInteger(dto.getIsPrepay()));
// 预缴年期
policy.setPrepaidTerm(parseInteger(dto.getPrepaymentPeriod()));
// 是否回溯
policy.setIsBacktrack(parseInteger(dto.getIsTraceable()));
// 首期付款方式
policy.setInitialPaymentMethod(dto.getInitialPaymentMethod());
// 续期付款方式
policy.setRenewalPaymentMethod(dto.getRenewalPaymentMethod());
// 红利分配方式
policy.setDividendDistributionMethod(dto.getDividendDistributionMethod());
policy.setUpdateTime(now);
this.updateById(policy);
// 更新 PolicyFollow
PolicyFollow policyFollow = policyFollowService.queryOneByPolicyBizId(policyBizId);
if (policyFollow == null) {
throw new BusinessException("新单跟进信息不存在");
}
//PolicyFollow 字段
policyFollow.setProductLaunchBizId(dto.getProductLaunchBizId());
policyFollow.setProductName(dto.getProductLaunchMainName());
policyFollow.setInsuranceCompany(dto.getCompanyName());
policyFollow.setInsuranceCompanyBizId(dto.getCompanyId());
policyFollow.setReconciliationCompany(dto.getReconciliationCompanyName());
policyFollow.setReconciliationCompanyBizId(dto.getReconciliationCompanyId());
policyFollow.setReconciliationCompanyCode(null);
policyFollow.setProductCate(dto.getInsuranceTypeName());
policyFollow.setCategoryCode(dto.getInsuranceTypeCode());
policyFollow.setInsuranceCategoryBizId(dto.getInsuranceTypeId());
policyFollow.setIssueNumber(dto.getIssueNumber());
policyFollow.setGuaranteePeriod(dto.getGuaranteePeriod());
policyFollow.setSumInsured(parseBigDecimal(dto.getSumInsured()));
policyFollow.setPaymentFrequency(dto.getPaymentFrequency());
policyFollow.setEachIssuePremium(eachIssuePremium);
policyFollow.setIsPrepay(parseInteger(dto.getIsPrepay()));
policyFollow.setIsTraceable(parseInteger(dto.getIsTraceable()));
policyFollow.setPrepaidTerm(parseInteger(dto.getPrepaymentPeriod()));
policyFollow.setPolicyCurrency(dto.getPolicyCurrency());
policyFollow.setInitialPaymentMethod(dto.getInitialPaymentMethod());
policyFollow.setRenewalPaymentMethod(dto.getRenewalPaymentMethod());
policyFollow.setDividendDistributionMethod(dto.getDividendDistributionMethod());
policyFollow.setPolicyLevy(parseString(dto.getPolicyLevy()));
// 回溯日期处理
if (dto.getBacktrackDate() != null) {
policyFollow.setRetroactiveDate(Date.from(dto.getBacktrackDate().atZone(ZoneId.systemDefault()).toInstant()));
} else {
policyFollow.setRetroactiveDate(null);
}
policyFollow.setUpdateTime(now);
policyFollowService.updateById(policyFollow);
return true;
}
private BigDecimal calculateTotalPaymentPremium(ApiProductPlanMainInfoDto apiProductPlanMainInfoDto) {
// 计算总保费
return apiProductPlanMainInfoDto.getEachIssuePremium()
.multiply(new BigDecimal(apiProductPlanMainInfoDto.getPaymentFrequency()))
// 类型转换辅助方法
private BigDecimal parseBigDecimal(Object obj) {
if (obj == null) return null;
if (obj instanceof BigDecimal) return (BigDecimal) obj;
if (obj instanceof String) {
String str = ((String) obj).trim();
if (str.isEmpty()) return null;
try {
return new BigDecimal(str);
} catch (NumberFormatException e) {
log.warn("解析 BigDecimal 失败: {}", str);
return null;
}
}
if (obj instanceof Number) {
return BigDecimal.valueOf(((Number) obj).doubleValue());
}
return null;
}
private Integer parseInteger(Object obj) {
if (obj == null) return null;
if (obj instanceof Integer) return (Integer) obj;
if (obj instanceof String) {
String str = ((String) obj).trim();
if (str.isEmpty()) return null;
try {
return Integer.valueOf(str);
} catch (NumberFormatException e) {
log.warn("解析 Integer 失败: {}", str);
return null;
}
}
if (obj instanceof Number) {
return ((Number) obj).intValue();
}
return null;
}
private String parseString(Object obj) {
if (obj == null) return null;
if (obj instanceof String) {
String str = ((String) obj).trim();
return str.isEmpty() ? null : str;
}
return obj.toString();
}
private BigDecimal calculateTotalPaymentPremium(ApiProductPlanMainInfoDto dto) {
// 校验每期保费（必填）
BigDecimal eachIssuePremium = dto.getEachIssuePremium();
if (eachIssuePremium == null) {
throw new BusinessException("每期保费不能为空");
}
String issueNumberStr = dto.getIssueNumber();
BigDecimal issueNumber;
// 供款期数为空时，默认按 1 期处理
if (StringUtils.isBlank(issueNumberStr)) {
issueNumber = new BigDecimal("1");
} else {
// 安全转换为 BigDecimal
try {
issueNumber = new BigDecimal(issueNumberStr.trim());
} catch (NumberFormatException e) {
throw new BusinessException("供款期数格式不正确，请填写数字");
}
// 业务逻辑校验：期数必须为正整数
if (issueNumber.compareTo(BigDecimal.ZERO) <= 0) {
throw new BusinessException("供款期数必须大于0");
}
// 检查是否为整数（去除小数部分后与原值比较）
if (issueNumber.stripTrailingZeros().scale() > 0) {
throw new BusinessException("供款期数必须为整数");
}
}
// 计算总保费并保留4位小数
return eachIssuePremium.multiply(issueNumber)
.setScale(4, RoundingMode.HALF_UP);
}
......
yd-csf-service/src/main/java/com/yd/csf/service/vo/CustomerVO.java
......@@ -28,6 +28,12 @@ public class CustomerVO implements Serializable {
private Long id;
/**
* fna业务id
*/
@Schema(description = "fna业务id")
private String fnaBizId;
/**
* 客户唯一业务ID
*/
@Schema(description = "客户业务ID")
......
yd-csf-service/src/main/java/com/yd/csf/service/vo/FortuneAccountVO.java
......@@ -44,10 +44,10 @@ public class FortuneAccountVO {
private String currency;
/**
* 出账总额
* 港币出账金额
*/
@Schema(description = "出账总额")
private BigDecimal amount;
@Schema(description = "港币出账金额")
private BigDecimal hkdAmount;
/**
* 出账状态
......
yd-csf-service/src/main/java/com/yd/csf/service/vo/FortuneVO.java
......@@ -53,6 +53,12 @@ public class FortuneVO implements Serializable {
private String policyNo;
/**
* 保单币种
*/
@Schema(description = "保单币种")
private String policyCurrency;
/**
* 期交保费
*/
@Schema(description = "期交保费")
......@@ -161,6 +167,18 @@ public class FortuneVO implements Serializable {
private String currency;
/**
* 结算汇率
*/
@Schema(description = "结算汇率")
private BigDecimal exchangeRate;
/**
* 港币出账金额
*/
@Schema(description = "港币出账金额")
private BigDecimal hkdAmount;
/**
* 已出账金额
*/
@Schema(description = "已出账金额")
......@@ -179,6 +197,12 @@ public class FortuneVO implements Serializable {
private BigDecimal currentPaymentAmount;
/**
* 本次出账港币金额
*/
@Schema(description = "本次出账港币金额")
private BigDecimal currentPaymentHkdAmount;
/**
* 本期出账比例
*/
@Schema(description = "本期出账比例")
......
yd-csf-service/src/main/java/com/yd/csf/service/vo/PolicyFollowDetailVO.java
......@@ -7,6 +7,7 @@ import com.yd.csf.service.model.PolicyBroker;
import com.yd.csf.service.model.PolicyFollow;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import org.apache.commons.lang3.StringUtils;
import org.springframework.beans.BeanUtils;
import java.io.Serializable;
......@@ -530,6 +531,25 @@ public class PolicyFollowDetailVO implements Serializable {
detailVO.setPolicyBizId(policyFollow.getPolicyBizId());
// 转换PolicyFollow
BeanUtils.copyProperties(policyFollow, detailVO);
Object issueNumberObj = policyFollow.getIssueNumber();
if (issueNumberObj instanceof Integer) {
detailVO.setIssueNumber((Integer) issueNumberObj);
} else if (issueNumberObj instanceof String) {
String str = (String) issueNumberObj;
if (StringUtils.isNotBlank(str)) {
try {
detailVO.setIssueNumber(Integer.parseInt(str.trim()));
} catch (NumberFormatException e) {
// 可记录日志，然后置为 null
detailVO.setIssueNumber(null);
}
} else {
detailVO.setIssueNumber(null);
}
} else {
// 其他类型（如 null 或意外类型）统一置 null
detailVO.setIssueNumber(null);
}
// 处理 nextStatusList 字段
Object nextStatusList = policyFollow.getNextStatusList();
if (nextStatusList != null && !nextStatusList.toString().isEmpty()) {
......
yd-csf-service/src/main/java/com/yd/csf/service/vo/PolicyFollowVO.java
......@@ -120,7 +120,7 @@ public class PolicyFollowVO implements Serializable {
* 缴费年期
*/
@Schema(description = "缴费年期")
private Integer issueNumber;
private Object issueNumber;
/**
* 保险公司
......
yd-csf-service/src/main/java/com/yd/csf/service/vo/PolicyVO.java
......@@ -81,7 +81,7 @@ public class PolicyVO {
* 供款年期
*/
@Schema(description = "供款年期")
private Integer paymentTerm;
private Object paymentTerm;
/**
* 期交保费
......
yd-csf-service/src/main/resources/mappers/CommissionMapper.xml
......@@ -106,7 +106,7 @@
), 0
) as expectePaidAmount,
COUNT(DISTINCT c.policy_no) as totalPolicyCount,
COALESCE(SUM(CAST(c.premium AS DECIMAL(15,2)) * p.payment_term), 0) AS totalPremium,
COALESCE(p.total_payment_premium * e.default_exchange_rate, 0) AS totalPremium,
COUNT(DISTINCT c.reconciliation_company) as reconciliationCompanyCount,
COUNT(DISTINCT c.id) as totalCompareCommissionCount,
SUM(CASE WHEN c.status = '1' THEN 1 ELSE 0 END) as successCompareCommissionCount,
......
yd-csf-service/src/main/resources/mappers/ConditionConfigMapper.xml
......@@ -12,4 +12,20 @@
and cc.is_deleted = 0
</where>
</select>
<select id="selectBrokerRatioByBizIds" resultType="java.util.Map">
SELECT
aaf.agent_id AS brokerBizId,
cc.conditional_value
FROM agent_accumulated_fyc aaf
LEFT JOIN condition_config cc
ON aaf.total_fyc >= cc.min_value
AND (cc.max_value IS NULL OR aaf.total_fyc &lt; cc.max_value)
AND cc.condition_type_biz_id = 'condition_type_sk33eRvu75eF8IRL'
WHERE aaf.agent_id IN
<foreach collection="list" item="item" open="(" separator="," close=")">
#{item}
</foreach>
</select>
</mapper>
yd-csf-service/src/main/resources/mappers/FnaCustomerMapper.xml 0 → 100644
<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE mapper
PUBLIC "-//mybatis.org//DTD Mapper 3.0//EN"
"http://mybatis.org/dtd/mybatis-3-mapper.dtd">
<mapper namespace="com.yd.csf.service.dao.FnaCustomerMapper">
<resultMap id="BaseResultMap" type="com.yd.csf.service.model.FnaCustomer">
<id property="id" column="id" />
<result property="fnaCustomerBizId" column="fna_customer_biz_id" />
<result property="customerBizId" column="customer_biz_id" />
<result property="fnaBizId" column="fna_biz_id" />
<result property="nameCn" column="name_cn" />
<result property="namePyEn" column="name_py_en" />
<result property="documentType" column="document_type" />
<result property="idNumber" column="id_number" />
<result property="gender" column="gender" />
<result property="birthday" column="birthday" />
<result property="age" column="age" />
<result property="nationality" column="nationality" />
<result property="birthplace" column="birthplace" />
<result property="isOtherCountry" column="is_other_country" />
<result property="taxList" column="tax_list" />
<result property="smokingStatus" column="smoking_status" />
<result property="maritalStatus" column="marital_status" />
<result property="educationLevel" column="education_level" />
<result property="isRetirement" column="is_retirement" />
<result property="retirementAge" column="retirement_age" />
<result property="height" column="height" />
<result property="weight" column="weight" />
<result property="bmi" column="bmi" />
<result property="riskAppetite" column="risk_appetite" />
<result property="dependentsNum" column="dependents_num" />
<result property="mobileCode" column="mobile_code" />
<result property="mobile" column="mobile" />
<result property="residenceMobileCode" column="residence_mobile_code" />
<result property="residenceMobile" column="residence_mobile" />
<result property="landlineCode" column="landline_code" />
<result property="landline" column="landline" />
<result property="email" column="email" />
<result property="certificateAddress" column="certificate_address" />
<result property="mailingAddress" column="mailing_address" />
<result property="residentialAddress" column="residential_address" />
<result property="mailingAddressCode" column="mailing_address_code" />
<result property="employmentStatus" column="employment_status" />
<result property="csName" column="cs_name" />
<result property="industry" column="industry" />
<result property="currentMonthlyIncome" column="current_monthly_income" />
<result property="totalWorkingYears" column="total_working_years" />
<result property="currentTenure" column="current_tenure" />
<result property="position" column="position" />
<result property="companyAddress" column="company_address" />
<result property="companyMobileCode" column="company_mobile_code" />
<result property="companyMobile" column="company_mobile" />
<result property="companyAddressCode" column="company_address_code" />
<result property="monthIncome" column="month_income" />
<result property="monthExpenditure" column="month_expenditure" />
<result property="totalCurrentAssets" column="total_current_assets" />
<result property="totalDebt" column="total_debt" />
<result property="travel" column="travel" />
<result property="exercise" column="exercise" />
<result property="game" column="game" />
<result property="movieDrama" column="movie_drama" />
<result property="delicacy" column="delicacy" />
<result property="addressList" column="address_list" />
<result property="certificateList" column="certificate_list" />
<result property="remark" column="remark" />
<result property="isDeleted" column="is_deleted" />
<result property="creatorId" column="creator_id" />
<result property="updaterId" column="updater_id" />
<result property="createTime" column="create_time" />
<result property="updateTime" column="update_time" />
</resultMap>
<sql id="Base_Column_List">
id,fna_customer_biz_id,customer_biz_id,fna_biz_id,name_cn,name_py_en,document_type,
id_number,gender,birthday,age,nationality,
birthplace,is_other_country,tax_list,smoking_status,marital_status,
education_level,is_retirement,retirement_age,height,weight,
bmi,risk_appetite,dependents_num,mobile_code,mobile,
residence_mobile_code,residence_mobile,landline_code,landline,email,
certificate_address,mailing_address,residential_address,mailing_address_code,employment_status,
cs_name,industry,current_monthly_income,total_working_years,current_tenure,
position,company_address,company_mobile_code,company_mobile,company_address_code,
month_income,month_expenditure,total_current_assets,total_debt,travel,
exercise,game,movie_drama,delicacy,address_list,
certificate_list,remark,is_deleted,creator_id,updater_id,
create_time,update_time
</sql>
</mapper>
yd-csf-service/src/main/resources/mappers/FortuneAccountMapper.xml
......@@ -8,6 +8,10 @@
<id property="id" column="id" />
<result property="fortuneAccountBizId" column="fortune_account_biz_id" />
<result property="broker" column="broker" />
<result property="currency" column="currency" />
<result property="amount" column="amount" />
<result property="hkdAmount" column="hkd_amount" />
<result property="status" column="status" />
<result property="fortuneAccountDate" column="fortune_account_date" />
<result property="content" column="content" />
<result property="remark" column="remark" />
......@@ -19,7 +23,7 @@
</resultMap>
<sql id="Base_Column_List">
id,fortune_account_biz_id,broker,fortune_account_date,content,remark,
id,fortune_account_biz_id,broker,currency,amount,hkd_amount,status,fortune_account_date,content,remark,
is_deleted,creator_id,updater_id,create_time,update_time
</sql>
</mapper>
yd-csf-service/src/main/resources/mappers/FortuneMapper.xml
......@@ -66,15 +66,12 @@
SUM(CASE WHEN f.is_part = '0' THEN f.hkd_amount ELSE 0 END) AS amount,
SUM(CASE WHEN f.status = '2' THEN f.current_payment_hkd_amount ELSE 0 END) AS sentAmount,
IFNULL(
(select sum(hkd_amount)
(select sum(unpaid_amount)
from expected_fortune where status = '0' and policy_no = f.policy_no
),0) AS pendingOutAmount,
SUM(CASE WHEN f.status in ('6','1') THEN f.current_payment_hkd_amount ELSE 0 END) AS availableOutAmount,
COUNT(DISTINCT f.policy_no) AS totalPolicyCount,
MAX(ce.expected_amount) AS totalInAmount,
MAX(ce.premium) AS totalPremium
COUNT(DISTINCT f.policy_no) AS totalPolicyCount
FROM fortune f
LEFT JOIN commission_expected ce ON f.commission_expected_biz_id = ce.commission_expected_biz_id
WHERE 1 = 1
<if test="fortuneIdList != null and fortuneIdList.size() > 0">
AND f.id IN
......
yd-csf-service/src/main/resources/mappers/PremiumReconciliationMapper.xml
......@@ -8,7 +8,7 @@
pr.premium_reconciliation_biz_id,
pr.current_issue_number,
pr.reconciliation_type,
p.insurance_company AS insuranceCompany,
pf.insurance_company AS insuranceCompany,
pr.policy_no,
pf.status AS policyFollowStatus,
pr.reconciliation_status,
......@@ -27,7 +27,7 @@
pb.broker_name AS brokerName,
pr.create_time,
pr.update_time,
p.reconciliation_company
pf.reconciliation_company_biz_id
FROM premium_reconciliation pr
LEFT JOIN policy p ON p.policy_no = pr.policy_no AND p.is_deleted = 0
LEFT JOIN policy_follow pf ON pf.policy_no = pr.policy_no AND pf.is_deleted = 0
......
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