Merge remote-tracking branch 'origin/dev_jzg_lipf_v20260622'

commons/src/main/java/com/jzg/commons/entity/account/po/SysUserAccountChangeLog.java

@@ -30,6 +30,7 @@ public class SysUserAccountChangeLog extends BaseModel {
 
     @Serial
     private static final long serialVersionUID = 3689832570825862201L;
+    @TableField
     @ExcelProperty("序号")
     private String id;
 

commons/src/main/java/com/jzg/commons/util/OrderComponents.java

@@ -40,6 +40,12 @@ public class OrderComponents {
         nameMap.put("insFeeOrders.jyCommissionPremium","驾意险手续费费用");
         nameMap.put("insFeeOrders.agreementId","协议id");
 
+        nameMap.put("insFeeOrders.jyFollowRatio","驾意跟单比例");
+        nameMap.put("insFeeOrders.syFollowRatio","商业跟单比例");
+        nameMap.put("insFeeOrders.jqCommissionRatio","交强手续费比例");
+        nameMap.put("insFeeOrders.jqFollowRatio","交强跟单比例");
+        nameMap.put("insFeeOrders.syCommissionRatio","商业手续费比例");
+        nameMap.put("insFeeOrders.jyCommissionRatio","驾意手续费比例");
 
         nameMap.put("costRatio.jqCommissionRatio","交强险手续费比例");
         nameMap.put("costRatio.syCommissionRatio","商业险手续费比例");

tenant/insurance/quotation-summary/src/main/java/com/jzg/quotation/summary/controller/InsFeeOrderController.java

@@ -45,7 +45,7 @@ public class InsFeeOrderController {
     }
 
     /**
-     * 这个接口目前不能用， 后期可能会被废弃
+     *
      *
      * @author lipf
      * @date 2026/7/15 16:08

tenant/insurance/quotation-summary/src/main/java/com/jzg/quotation/summary/service/impl/InsFeeOrdersServiceImpl.java

@@ -68,6 +68,7 @@ public class InsFeeOrdersServiceImpl extends ServiceImpl<InsFeeOrdersMapper, Ins
     private InsFeeAuditMapper insFeeAuditMapper;
 
 
+
     /**
      * 订单审核时调整费用
      *
@@ -470,6 +471,10 @@ public class InsFeeOrdersServiceImpl extends ServiceImpl<InsFeeOrdersMapper, Ins
 
     @Override
     public List<InsFeeOrders> getInsFeeOrderListByUserId(InsFeeOrdersParam param) {
+        log.info("getInsFeeOrderListByUserId的查询条件：param=[{}]", JSONUtil.toJsonStr(param));
+        // 在报价哪里， userId 保存的是用户的手机号
+        String userName = baseController.getUserName();
+        param.setUserId(userName);
         List<InsFeeOrders> insFeeOrders = insFeeOrdersMapper.getInsFeeOrderListByUserId(param);
         log.debug("查询费用信息：param=[{}]insFeeOrders.size=[{}]", JSONUtil.toJsonStr(param), CollUtil.size(insFeeOrders));
         return insFeeOrders;

tenant/organization/src/main/java/com/jzg/organization/controller/ReceivableController.java

@@ -601,7 +601,7 @@ public class ReceivableController {
             module = "私有/平台协议应收",
             subModule = "订单审核",
             optType = QuoteNumberConstant.QuoteOptType.OPT_TYPE_16,
-            description = "应收调整",
+            description = "批量修改比例",
             orderSpEl = "#batchModifyVo",
             feedbackSpEl = "#ret.code + ' - ' + #ret.msg+ ' - ' + #ret.data"
     )

tenant/organization/src/main/java/com/jzg/organization/service/impl/ReceivableServiceImpl.java

@@ -862,136 +862,204 @@ public class ReceivableServiceImpl extends ServiceImpl<ReceivableMapper, InsPlyI
         List<FollowCompanyFeeVO> resultList = new ArrayList<>();
         String invoiceType = settlementReportQueryVo.getInvoiceType();
 
-        // 1. 一次性获取保险公司全量Map，全局复用
+        // 1. 获取保险公司全量Map
         Map<String, EsmInsCompany> companyMap = getAllInsCompanyMap();
         if (CollUtil.isEmpty(companyMap)) {
             return resultList;
         }
 
-        // 查询当前公司下所有的子公司
-        if (StrUtil.isNotBlank(settlementReportQueryVo.getCompanyId())){
-            // 将全量数据按照 parentId 进行分组，key 是 parentId，value 是该 parentId 下的所有公司列表
-            Map<String, List<EsmInsCompany>> parentGroupMap = companyMap.values().stream()
-                    .filter(c -> c.getParentId() != null)
-                    .collect(Collectors.groupingBy(EsmInsCompany::getParentId));
-            List<String> allChildIdspOtimized = getAllChildIdsOptimized(settlementReportQueryVo.getCompanyId(), parentGroupMap);
-            allChildIdspOtimized.add(settlementReportQueryVo.getCompanyId());
-            settlementReportQueryVo.setCompanyIdList(allChildIdspOtimized);
-        }
+        // 处理公司ID，递归收集子公司ID
+        fillCompanyChildIds(settlementReportQueryVo, companyMap);
 
-        // 2. 查询跟单主数据并分组聚合
+        // 2. 查询跟单主数据并聚合
         List<FollowCompanyFeeVO> originalFollowList = insFeeFollowOrderMapper.selectFollowCompanySettlementReport(settlementReportQueryVo);
         if (CollUtil.isNotEmpty(originalFollowList)) {
             List<FollowCompanyFeeVO> followAggVoList = aggregateFollowData(originalFollowList, companyMap);
             resultList.addAll(followAggVoList);
         }
 
-        // 应收项为空时才去补充数据，不为空时不补充数据，补充数据是因为联查了invoice和settlement表，所以没开票和结算的数据会被过滤掉，才需要补充数据
+        // 3. 查询补充应收收入数据并合并
+        fillOtherReceivableData(settlementReportQueryVo, resultList, companyMap, invoiceType);
+
+        if (CollUtil.isEmpty(resultList)) {
+            return resultList;
+        }
+
+        // 4. 按公司分组，组内年月排序
+        sortResultList(resultList);
+
+        // 5. 设置signMonth字段
+        assignSignMonth(resultList);
+
+        return resultList;
+    }
+
+
+    /**
+     * 填充公司及所有子公司Id到queryVo的companyIdList
+     */
+    private void fillCompanyChildIds(SettlementReportQueryVo settlementReportQueryVo, Map<String, EsmInsCompany> companyMap) {
+        String companyId = settlementReportQueryVo.getCompanyId();
+        if (StrUtil.isBlank(companyId)) {
+            return;
+        }
+        Map<String, List<EsmInsCompany>> parentGroupMap = companyMap.values().stream()
+                .filter(c -> c.getParentId() != null)
+                .collect(Collectors.groupingBy(EsmInsCompany::getParentId));
+        List<String> allChildIdsOptimized = getAllChildIdsOptimized(companyId, parentGroupMap);
+        allChildIdsOptimized.add(companyId);
+        settlementReportQueryVo.setCompanyIdList(allChildIdsOptimized);
+    }
+
+
+    /**
+     * 补充其他应收收入数据并合并到resultList
+     */
+    private void fillOtherReceivableData(SettlementReportQueryVo settlementReportQueryVo,
+                                         List<FollowCompanyFeeVO> resultList,
+                                         Map<String, EsmInsCompany> companyMap,
+                                         String invoiceType) {
         List<InsPlyIncomeDto> incomeDtoList = queryFollowIncomeData(settlementReportQueryVo);
         if (CollUtil.isEmpty(incomeDtoList)) {
-            return resultList;
-        }else{
-            // 如果JyPremium不为0，则设置发票类型为4
-            incomeDtoList.stream().forEach(item -> {
-                if (StrUtil.isNotBlank(item.getJyPremium()) && !NumberUtil.equals(BigDecimal.ZERO, new BigDecimal(item.getJyPremium()))){
-                    item.setInvoiceType(InvoiceTypeEnum.FEE_4.getCode());
-                }else{
-                    item.setInvoiceType(InvoiceTypeEnum.FEE_2.getCode());
-                }
-            });
-            // 过滤一下invoiceType等于请求接口入参的数据
-            incomeDtoList = incomeDtoList.stream()
-                    .filter(income -> StrUtil.isBlank(invoiceType)
-                            || invoiceType.equals(income.getInvoiceType()))
-                    .collect(Collectors.toCollection(ArrayList::new));
-            List<InsPlyIncomeDto> copyList = CollUtil.newArrayList();
-            if (CollUtil.isNotEmpty(incomeDtoList) && (StrUtil.isBlank(invoiceType) || InvoiceTypeEnum.FEE_2.getCode().equals(invoiceType))){
-                // 如果有发票类型为4的，则复制一条4的数据，完全一致，但发票类型为2
-                incomeDtoList.stream().filter(item -> InvoiceTypeEnum.FEE_4.getCode().equals(item.getInvoiceType())).forEach(item -> {
-                    InsPlyIncomeDto incomeDto = new InsPlyIncomeDto();
-                    BeanUtils.copyProperties(item, incomeDto);
-                    incomeDto.setInvoiceType(InvoiceTypeEnum.FEE_2.getCode());
-                    copyList.add(incomeDto);
-                });
-                incomeDtoList = CollUtil.addAll(incomeDtoList, copyList).stream().toList();
-            }
+            return;
+        }
+        // 设置发票类型
+        incomeDtoList = setIncomeInvoiceType(incomeDtoList);
+
+        // 根据入参invoiceType过滤
+        incomeDtoList = incomeDtoList.stream()
+                .filter(income -> StrUtil.isBlank(invoiceType) || invoiceType.equals(income.getInvoiceType()))
+                .collect(Collectors.toCollection(ArrayList::new));
+
+        // FEE_4复制生成FEE_2副本
+        if (CollUtil.isNotEmpty(incomeDtoList) && (StrUtil.isBlank(invoiceType) || InvoiceTypeEnum.FEE_2.getCode().equals(invoiceType))) {
+            List<InsPlyIncomeDto> copyList = incomeDtoList.stream()
+                    .filter(item -> InvoiceTypeEnum.FEE_4.getCode().equals(item.getInvoiceType()))
+                    .map(item -> {
+                        InsPlyIncomeDto incomeDto = new InsPlyIncomeDto();
+                        BeanUtils.copyProperties(item, incomeDto);
+                        incomeDto.setInvoiceType(InvoiceTypeEnum.FEE_2.getCode());
+                        return incomeDto;
+                    })
+                    .collect(Collectors.toList());
+            incomeDtoList.addAll(copyList);
         }
 
         List<InsPlyIncome> insPlyIncomes = BeanUtil.copyToList(incomeDtoList, InsPlyIncome.class);
-        // 设置disableFlag：根据签单时间的年月、companyId、partnerCompanyId查询是否存在对账数据
-        if (CollUtil.isNotEmpty(incomeDtoList)) {
+        if (CollUtil.isNotEmpty(insPlyIncomes)) {
             String systemCode = baseController.getSystemCode();
             setDisableFlagForOtherReceivable(insPlyIncomes, systemCode);
         }
 
-        // 根据结算状态过滤数据
+        // 过滤条件判断
         String status = settlementReportQueryVo.getStatus();
         String invoiceStartTime = settlementReportQueryVo.getInvoiceStartTime();
         String invoiceEndTime = settlementReportQueryVo.getInvoiceEndTime();
         String settleStartTime = settlementReportQueryVo.getSettlementStartTime();
         String settleEndTime = settlementReportQueryVo.getSettlementEndTime();
-        if (StrUtil.isNotBlank(invoiceStartTime) || StrUtil.isNotBlank(invoiceEndTime)
+
+        boolean needFilter = StrUtil.isNotBlank(invoiceStartTime) || StrUtil.isNotBlank(invoiceEndTime)
                 || StrUtil.isNotBlank(settleStartTime) || StrUtil.isNotBlank(settleEndTime)
-                || (StrUtil.equals("0", status) || StrUtil.equals("1", status))) {
-            return resultList;
+                || ("0".equals(status) || "1".equals(status));
+        if (needFilter) {
+            return;
         }
 
-        List<InsPlyIncomeDto> filterIncomeList = BeanUtil.copyToList(insPlyIncomes, InsPlyIncomeDto.class);
-        if ("2".equals(status)){
-            // 如果status = 0或1，则直接返回空的filterIncomeList，如果status = 2，则查询所有ins_ply_follow_invoice_link表，过滤掉disableFlag为1 的，保留为0 的数据
+        List<InsPlyIncomeDto> filterIncomeList;
+        if ("2".equals(status)) {
             filterIncomeList = insPlyIncomes.stream()
                     .filter(income -> "0".equals(income.getDisableFlag()))
                     .map(income -> BeanUtil.copyProperties(income, InsPlyIncomeDto.class))
                     .collect(Collectors.toList());
+        } else {
+            filterIncomeList = BeanUtil.copyToList(insPlyIncomes, InsPlyIncomeDto.class);
         }
-
-        // 5. 将其他费用收入合并进结果集合
         mergeOtherCostIncomeToResult(filterIncomeList, resultList, companyMap);
+    }
 
-        if (CollUtil.isEmpty(resultList)){
-            return resultList;
-        }
 
-        // 按companyName分组，组内year+month升序，最后打平
-        resultList = resultList.stream()
-                // 按公司名称分组
+    /**
+     * 根据jyPremium设置收入dto发票类型
+     */
+    private List<InsPlyIncomeDto> setIncomeInvoiceType(List<InsPlyIncomeDto> incomeDtoList) {
+        return incomeDtoList.stream()
+                .map(item -> {
+                    String jyPremium = item.getJyPremium();
+                    if (StrUtil.isNotBlank(jyPremium)) {
+                        BigDecimal premiumVal;
+                        try {
+                            premiumVal = new BigDecimal(jyPremium);
+                        } catch (NumberFormatException e) {
+                            premiumVal = BigDecimal.ZERO;
+                        }
+                        if (!NumberUtil.equals(BigDecimal.ZERO, premiumVal)) {
+                            item.setInvoiceType(InvoiceTypeEnum.FEE_4.getCode());
+                        } else {
+                            item.setInvoiceType(InvoiceTypeEnum.FEE_2.getCode());
+                        }
+                    } else {
+                        item.setInvoiceType(InvoiceTypeEnum.FEE_2.getCode());
+                    }
+                    return item;
+                }).collect(Collectors.toList());
+    }
+
+
+    /**
+     * 排序：按companyName分组；组内有年月升序，无年月放最后
+     */
+    private void sortResultList(List<FollowCompanyFeeVO> resultList) {
+        List<FollowCompanyFeeVO> sortedList = resultList.stream()
                 .collect(Collectors.groupingBy(FollowCompanyFeeVO::getCompanyName))
-                // 获取分组后的value集合
                 .values()
                 .stream()
-                // 组内排序：先转数字，year升序，month升序
-                .map(group -> group.stream()
-                        .sorted((o1, o2) -> {
-                            // year、month字符串转Integer
-                            int y1 = Integer.parseInt(o1.getYear());
-                            int m1 = Integer.parseInt(o1.getMonth());
-                            int y2 = Integer.parseInt(o2.getYear());
-                            int m2 = Integer.parseInt(o2.getMonth());
-                            if (y1 != y2) {
-                                return Integer.compare(y1, y2);
-                            }
-                            return Integer.compare(m1, m2);
-                        })
-                        .collect(Collectors.toList()))
-                // 将各个公司分组的list打平成一个大list
+                .map(group -> {
+                    List<FollowCompanyFeeVO> hasYmList = new ArrayList<>();
+                    List<FollowCompanyFeeVO> noYmList = new ArrayList<>();
+                    for (FollowCompanyFeeVO vo : group) {
+                        if (StrUtil.isNotBlank(vo.getYear()) && StrUtil.isNotBlank(vo.getMonth())) {
+                            hasYmList.add(vo);
+                        } else {
+                            noYmList.add(vo);
+                        }
+                    }
+                    // 年月排序 year升序 month升序
+                    hasYmList.sort((o1, o2) -> {
+                        int y1 = Integer.parseInt(o1.getYear());
+                        int m1 = Integer.parseInt(o1.getMonth());
+                        int y2 = Integer.parseInt(o2.getYear());
+                        int m2 = Integer.parseInt(o2.getMonth());
+                        if (y1 != y2) {
+                            return Integer.compare(y1, y2);
+                        }
+                        return Integer.compare(m1, m2);
+                    });
+                    List<FollowCompanyFeeVO> newGroup = new ArrayList<>(hasYmList);
+                    newGroup.addAll(noYmList);
+                    return newGroup;
+                })
                 .flatMap(List::stream)
                 .collect(Collectors.toList());
+        resultList.clear();
+        resultList.addAll(sortedList);
+    }
 
-        // ============新增：给signMonth赋值 year+month，月份补两位 2026-7 → "202607"============
-        resultList.stream()
-                .filter(vo -> StrUtil.isNotBlank(vo.getYear()) && StrUtil.isNotBlank(vo.getMonth()))
-                .forEach(vo -> {
-                    String year = vo.getYear();
-                    String month = vo.getMonth();
-                    String monthPad = StrUtil.padPre(month, 2, "0");
-                    // 格式 yyyy‑MM
-                    String signMonth = year + "-" + monthPad;
-                    vo.setSignMonth(signMonth);
-                });
 
-        return resultList;
+    /**
+     * 赋值signMonth，year、month都不为空才拼接
+     */
+    private void assignSignMonth(List<FollowCompanyFeeVO> resultList) {
+        for (FollowCompanyFeeVO vo : resultList) {
+            String year = vo.getYear();
+            String month = vo.getMonth();
+            if (StrUtil.isNotBlank(year) && StrUtil.isNotBlank(month)) {
+                String monthPad = StrUtil.padPre(month, 2, "0");
+                vo.setSignMonth(year + "-" + monthPad);
+            }
+        }
     }
 
+
     // ===================== 私有工具方法 =====================
 
     /**
@@ -1379,29 +1447,6 @@ public class ReceivableServiceImpl extends ServiceImpl<ReceivableMapper, InsPlyI
             return;
         }
 
-        // 第一步：批量查询 ptl_agreement 表，补全 partner_company_id
-        Set<String> agreementIds = records.stream()
-                .filter(r -> StrUtil.isNotBlank(r.getAgreementId()))
-                .map(InsPlyIncome::getAgreementId)
-                .collect(Collectors.toSet());
-        
-        Map<String, String> agreementPartnerCompanyMap = new HashMap<>();
-        if (CollUtil.isNotEmpty(agreementIds)) {
-            LambdaQueryWrapper<PtlAgreement> agreementWrapper = new LambdaQueryWrapper<>();
-            agreementWrapper.in(PtlAgreement::getId, agreementIds);
-            List<PtlAgreement> agreements = ptlAgreementMapper.selectList(agreementWrapper);
-            for (PtlAgreement agreement : agreements) {
-                agreementPartnerCompanyMap.put(agreement.getId(), agreement.getPartnerCompanyId());
-            }
-        }
-        
-        // 将 partner_company_id 设置到对应的 ins_ply_income 对象中
-        for (InsPlyIncome record : records) {
-            if (StrUtil.isNotBlank(record.getAgreementId())) {
-                record.setPartnerCompanyId(agreementPartnerCompanyMap.get(record.getAgreementId()));
-            }
-        }
-
         // 第二步：构建查询条件的唯一标识：year_month_companyId_partnerCompanyId
         Map<String, InsPlyIncome> keyMap = new HashMap<>();
         Set<Integer> years = new HashSet<>();

tenant/organization/src/main/java/com/jzg/organization/service/impl/SysUserAccountIncomeLogServiceImpl.java

@@ -12,10 +12,12 @@ import com.jzg.organization.mapper.*;
 import com.jzg.organization.service.*;
 import org.slf4j.Logger;
 import org.slf4j.LoggerFactory;
+import org.springframework.beans.BeanUtils;
 import org.springframework.beans.factory.annotation.Autowired;
 import org.springframework.stereotype.Service;
 
 import java.time.LocalDate;
+import java.time.LocalDateTime;
 import java.util.List;
 
 /**
@@ -68,14 +70,19 @@ public class SysUserAccountIncomeLogServiceImpl extends ServiceImpl<SysUserAccou
             log.error(errMsg);
             return HttpResult.error(errMsg);
         }
+        String id = changeLogs.get(0).getId();
+        SysUserAccountChangeLog oldChangeLog = baseMapper.selectById(id);
         SysUserAccountChangeLog res = new  SysUserAccountChangeLog();
+        BeanUtils.copyProperties(oldChangeLog,res);
         res.setBankCardIdTo(changeLog.getBankCardIdTo());
         res.setBankCardNoTo(changeLog.getBankCardNoTo());
         res.setId(changeLogs.get(0).getId());
-        res.setOperType(changeLog.getOperType());
+        res.setUpdateBy(baseController.getUserName());
+        res.setUpdateTime(LocalDateTime.now());
         baseMapper.updateById(res);
         return HttpResult.ok();
     }
+
 }
 
 

tenant/organization/src/main/java/com/jzg/organization/service/impl/SysUserAccountServiceImpl.java

@@ -174,11 +174,11 @@ public class SysUserAccountServiceImpl extends ServiceImpl<SysUserAccountMapper,
         param.setUserId(sysUserJzgInfo.getUserId());
         List<InsFeeOrders> insFeeOrdersList = quoteClient.getInsFeeOrderByUserId(param);
         BigDecimal premium = BigDecimal.ZERO;
-//        BigDecimal orderAmount = BigDecimal.ZERO;
-//        for (InsFeeOrders insFeeOrders : insFeeOrdersList) {
-//            premium = premium.add(insFeeOrders.getTotalPremium());
-//            orderAmount = orderAmount.add(insFeeOrders.getTotalReceivablePremium());
-//        }
+        BigDecimal orderAmount = BigDecimal.ZERO;
+        for (InsFeeOrders insFeeOrders : insFeeOrdersList) {
+            premium = premium.add(insFeeOrders.getTotalPremium());
+            orderAmount = orderAmount.add(insFeeOrders.getTotalReceivablePremium());
+        }
         InsFeeOrdersParam distributionParam = new InsFeeOrdersParam();
         distributionParam.setDistributorId(sysUserJzgInfo.getId());
 //        List<InsFeeOrders> distribuitonList = quoteClient.getInsFeeOrdersList(distributionParam);

tenant/organization/src/main/resources/mapper/ReceivableMapper.xml

@@ -2217,11 +2217,9 @@
         date(a.signing_time ) as sign_date,
         year(a.signing_time) as sign_year,
         month(a.signing_time) as sign_month,
-        b.partner_company_id,
-        (SELECT eic.name FROM esm_ins_company eic WHERE b.partner_company_id = eic.id AND eic.is_delete = 0) AS partnerCompanyName,
+        (SELECT eic.name FROM esm_ins_company eic WHERE a.partner_company_id = eic.id AND eic.is_delete = 0) AS partnerCompanyName,
         (SELECT eic.name FROM esm_ins_company eic WHERE a.company_id = eic.id AND eic.is_delete = 0) AS companyName
         FROM ins_ply_income a
-        LEFT JOIN ptl_agreement b ON a.agreement_id = b.id AND b.is_delete = 0
         <where>
             a.is_delete=0
             AND a.agreement_type = 2
@@ -2232,13 +2230,13 @@
                 AND a.system_code = #{query.systemCode}
             </if>
             <if test="query.companyId != null and query.companyId != ''">
-                AND b.partner_company_id = #{query.companyId}
+                AND a.partner_company_id = #{query.companyId}
             </if>
             <if test="query.startTime != null and query.startTime != '' and query.endTime != null and query.endTime != ''">
                 AND a.create_time between #{query.startTime} and #{query.endTime}
             </if>
             <if test="query.companyIdList != null and query.companyIdList.size() > 0" >
-                AND b.partner_company_id in
+                AND a.partner_company_id in
                 <foreach collection="query.companyIdList" item="item" open="(" separator="," close=")">
                     #{item}
                 </foreach>