feat: MappingEngine + Override 실제 로직 + 프론트 주요 화면
Backend: - MappingEngine: company_field_mapping 기반 동적 변환 구현 - raw_content(JSON) → 표준 원장 (TRIM/UPPER/LOWER/DATE/DIVIDE/MULTIPLY/CODE_MAP) - policy_no 로 contract 매칭 → contract_id/agent_id 자동 - 실패 시 parse_error_log 자동 적재 - Recruit/Maintain Mapper.sumByAgentMonth 추가 - OrganizationMapper.selectAncestorIds (CTE 재귀 상향) 추가 - CalcOverrideStep 실제 동작: * lower agent 의 모집+유지 합계를 base 로 사용 * 자기 조직 → 상위 조직 순으로 to_grade 직급 ACTIVE 설계사 탐색 * (lowerOrgId, toGrade) 캐싱 Frontend (주요 화면): - 공통 컴포넌트: * CodeSelect (공통코드 드롭다운, React Query 캐시) * CodeBadge (상태 색상 자동 매핑) * MoneyText (천단위 콤마, 음수 빨강, 부호 옵션) * PermissionButton (권한 없으면 미렌더) * SearchForm (조건 배열 → 자동 폼) * ExcelExportButton (blob 다운로드) * PageContainer - 훅: useCommonCodes, usePermission (메뉴별 boolean) - API 모듈: agent, contract, ledger, settle, code - 페이지: AgentList, ContractList, RecruitLedger, SettleList * SettleList: 월 요약 카드 + 확정/보류 액션 + 권한 체크 - 라우터: /org/agents, /contracts, /ledger/recruit, /settle V16 fix: - PAYMENT 메뉴는 V12 에서 level1 directory 로 생성됨 → V16 에서 PAGE 로 UPDATE 후 권한 매트릭스 적용 (자식으로 또 만들면 unique 충돌)
This commit is contained in:
@@ -2,6 +2,10 @@ import { Routes, Route, Navigate } from 'react-router-dom';
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import LoginPage from '@/pages/LoginPage';
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import MainLayout from '@/layouts/MainLayout';
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import Dashboard from '@/pages/Dashboard';
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import AgentList from '@/pages/org/AgentList';
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import ContractList from '@/pages/product/ContractList';
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import RecruitLedger from '@/pages/ledger/RecruitLedger';
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import SettleList from '@/pages/settle/SettleList';
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function RequireAuth({ children }: { children: React.ReactNode }) {
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const token = localStorage.getItem('accessToken');
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@@ -14,7 +18,10 @@ export default function App() {
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<Route path="/login" element={<LoginPage />} />
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<Route path="/" element={<RequireAuth><MainLayout /></RequireAuth>}>
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<Route index element={<Dashboard />} />
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{/* TODO: 추가 페이지는 동적 라우팅으로 확장 */}
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<Route path="org/agents" element={<AgentList />} />
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<Route path="contracts" element={<ContractList />} />
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<Route path="ledger/recruit" element={<RecruitLedger />} />
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<Route path="settle" element={<SettleList />} />
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</Route>
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</Routes>
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);
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@@ -0,0 +1,50 @@
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import api, { PageResponse, unwrap } from './request';
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export interface AgentResp {
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agentId: number;
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agentName: string;
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licenseNo?: string;
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phone?: string;
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email?: string;
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status: string;
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statusName?: string;
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orgId?: number;
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orgName?: string;
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gradeId?: number;
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gradeName?: string;
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joinDate?: string;
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contractCount?: number;
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totalCommission?: number;
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}
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export interface AgentSearchParam {
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pageNum?: number;
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pageSize?: number;
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searchKeyword?: string;
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status?: string;
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orgId?: number;
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gradeId?: number;
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}
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export interface AgentSaveReq {
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agentName: string;
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orgId: number;
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gradeId: number;
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residentNo?: string;
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licenseNo?: string;
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phone?: string;
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email?: string;
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bankCode?: string;
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accountNo?: string;
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joinDate?: string;
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}
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export const agentApi = {
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list: (p: AgentSearchParam) =>
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unwrap<PageResponse<AgentResp>>(api.get('/api/agents', { params: p })),
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detail: (id: number) => unwrap<AgentResp>(api.get(`/api/agents/${id}`)),
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create: (req: AgentSaveReq) => unwrap<number>(api.post('/api/agents', req)),
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update: (id: number, req: AgentSaveReq) => unwrap<void>(api.put(`/api/agents/${id}`, req)),
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changeStatus: (id: number, status: string) =>
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unwrap<void>(api.put(`/api/agents/${id}/status`, { status })),
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};
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@@ -0,0 +1,14 @@
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import api, { unwrap } from './request';
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export interface CommonCode {
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codeId: number;
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groupCode: string;
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code: string;
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codeName: string;
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sortOrder: number;
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}
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export const codeApi = {
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byGroup: (groupCode: string) =>
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unwrap<CommonCode[]>(api.get(`/api/common/codes/${groupCode}`)),
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};
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@@ -0,0 +1,40 @@
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import api, { PageResponse, unwrap } from './request';
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export interface ContractResp {
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contractId: number;
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agentId: number;
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agentName: string;
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orgName?: string;
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productCode?: string;
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productName?: string;
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companyCode?: string;
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companyName?: string;
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insuranceType?: string;
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policyNo: string;
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contractorName?: string;
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insuredName?: string;
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premium?: number;
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payCycle?: string;
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payCycleName?: string;
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status: string;
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statusName?: string;
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contractDate: string;
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}
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export interface ContractSearchParam {
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pageNum?: number;
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pageSize?: number;
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searchKeyword?: string;
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agentId?: number;
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companyId?: number;
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insuranceType?: string;
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status?: string;
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startDate?: string;
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endDate?: string;
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}
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export const contractApi = {
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list: (p: ContractSearchParam) =>
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unwrap<PageResponse<ContractResp>>(api.get('/api/contracts', { params: p })),
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detail: (id: number) => unwrap<ContractResp>(api.get(`/api/contracts/${id}`)),
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};
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@@ -0,0 +1,47 @@
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import api, { PageResponse, unwrap } from './request';
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export interface LedgerResp {
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ledgerId: number;
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agentId: number;
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agentName: string;
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orgName?: string;
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policyNo?: string;
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contractorName?: string;
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contractDate?: string;
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companyCode?: string;
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companyName?: string;
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productCode?: string;
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productName?: string;
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insuranceType?: string;
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premium?: number;
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companyRate?: number;
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companyAmount?: number;
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payoutRate?: number;
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agentAmount?: number;
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taxAmount?: number;
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reconcileStatus?: string;
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settleMonth: string;
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status: string;
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statusName?: string;
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}
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export interface LedgerSearchParam {
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pageNum?: number;
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pageSize?: number;
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settleMonth?: string;
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agentId?: number;
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orgId?: number;
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companyCode?: string;
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insuranceType?: string;
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policyNo?: string;
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searchKeyword?: string;
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}
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export const ledgerApi = {
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recruit: (p: LedgerSearchParam) =>
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unwrap<PageResponse<LedgerResp>>(api.get('/api/ledger/recruit', { params: p })),
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maintain: (p: LedgerSearchParam) =>
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unwrap<PageResponse<LedgerResp>>(api.get('/api/ledger/maintain', { params: p })),
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exception: (p: LedgerSearchParam) =>
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unwrap<PageResponse<unknown>>(api.get('/api/ledger/exception', { params: p })),
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};
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@@ -0,0 +1,66 @@
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import api, { PageResponse, unwrap } from './request';
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export interface SettleResp {
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settleId: number;
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agentId: number;
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agentName: string;
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orgName?: string;
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gradeName?: string;
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settleMonth: string;
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recruitTotal?: number;
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maintainTotal?: number;
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exceptionPlus?: number;
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exceptionMinus?: number;
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overrideTotal?: number;
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chargebackTotal?: number;
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grossAmount?: number;
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taxAmount?: number;
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netAmount?: number;
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status: string;
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statusName?: string;
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holdReason?: string;
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}
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export interface SettleSearchParam {
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pageNum?: number;
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pageSize?: number;
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settleMonth?: string;
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agentId?: number;
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orgId?: number;
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status?: string;
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}
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export const settleApi = {
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list: (p: SettleSearchParam) =>
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unwrap<PageResponse<SettleResp>>(api.get('/api/settle', { params: p })),
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summary: (settleMonth: string) =>
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unwrap<Record<string, number>>(api.get('/api/settle/summary', { params: { settleMonth } })),
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orgSummary: (settleMonth: string) =>
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unwrap<Array<Record<string, unknown>>>(api.get('/api/settle/org-summary', { params: { settleMonth } })),
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confirm: (settleId: number) =>
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unwrap<void>(api.put(`/api/settle/${settleId}/confirm`)),
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hold: (settleId: number, reason: string) =>
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unwrap<void>(api.put(`/api/settle/${settleId}/hold`, { reason })),
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release: (settleId: number) =>
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unwrap<void>(api.put(`/api/settle/${settleId}/release`)),
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};
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export interface BatchJobLog {
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jobId: number;
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jobName: string;
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settleMonth?: string;
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status: string;
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currentStep?: string;
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progressPct?: number;
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errorMessage?: string;
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startedAt?: string;
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finishedAt?: string;
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durationSec?: number;
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}
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export const batchApi = {
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run: (settleMonth: string) =>
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unwrap<number>(api.post('/api/batch/settlement/run', { settleMonth })),
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status: () =>
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unwrap<BatchJobLog>(api.get('/api/batch/status')),
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};
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@@ -0,0 +1,23 @@
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import { Tag } from 'antd';
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import { useCommonCodes } from '@/hooks/useCommonCodes';
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interface Props {
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groupCode: string;
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value?: string;
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}
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const COLOR_MAP: Record<string, string> = {
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ACTIVE: 'green', CONFIRMED: 'green', APPROVED: 'green', PAID: 'green', MATCHED: 'green', DONE: 'green',
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PENDING: 'blue', CALCULATED: 'blue', SENT: 'blue',
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HOLD: 'red', SUSPEND: 'red', REJECTED: 'red', FAIL: 'red', LAPSE: 'red', DIFF: 'red', LOCKED: 'red',
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DRAFT: 'default', NEW: 'default', LEAVE: 'default', RETIRED: 'default',
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};
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export default function CodeBadge({ groupCode, value }: Props) {
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const { data = [] } = useCommonCodes(groupCode);
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if (!value) return null;
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const code = data.find((c) => c.code === value);
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const label = code?.codeName ?? value;
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const color = COLOR_MAP[value] ?? 'default';
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return <Tag color={color}>{label}</Tag>;
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}
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@@ -0,0 +1,17 @@
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import { Select, SelectProps } from 'antd';
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import { useCommonCodes } from '@/hooks/useCommonCodes';
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interface Props extends Omit<SelectProps, 'options'> {
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groupCode: string;
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includeAll?: boolean;
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allLabel?: string;
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}
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export default function CodeSelect({ groupCode, includeAll, allLabel = '전체', ...rest }: Props) {
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const { data = [], isLoading } = useCommonCodes(groupCode);
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const options = [
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...(includeAll ? [{ value: '', label: allLabel }] : []),
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...data.map((c) => ({ value: c.code, label: c.codeName })),
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];
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return <Select loading={isLoading} options={options} allowClear {...rest} />;
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}
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@@ -0,0 +1,36 @@
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import { Button, ButtonProps, message } from 'antd';
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import { DownloadOutlined } from '@ant-design/icons';
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import api from '@/api/request';
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interface Props extends Omit<ButtonProps, 'onClick'> {
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url: string;
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params?: Record<string, unknown>;
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fileName: string;
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}
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/**
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* 대용량 엑셀 다운로드. axios responseType=blob, content-disposition 무시하고 fileName 강제.
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*/
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export default function ExcelExportButton({ url, params, fileName, ...rest }: Props) {
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const handleClick = async () => {
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try {
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const res = await api.get(url, { params, responseType: 'blob' });
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const blob = new Blob([res.data], {
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type: 'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet',
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});
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const link = document.createElement('a');
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link.href = URL.createObjectURL(blob);
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link.download = `${fileName}.xlsx`;
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link.click();
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URL.revokeObjectURL(link.href);
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} catch {
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message.error('엑셀 다운로드 실패');
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}
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};
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return (
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<Button icon={<DownloadOutlined />} onClick={handleClick} {...rest}>
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{rest.children ?? '엑셀'}
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</Button>
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);
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}
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@@ -0,0 +1,20 @@
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interface Props {
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value?: number | string | null;
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/** 양음 부호 표시 (true: +1,234 / -1,234) */
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showSign?: boolean;
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/** 소수점 자리 (default 0) */
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fraction?: number;
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}
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export default function MoneyText({ value, showSign, fraction = 0 }: Props) {
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if (value === null || value === undefined || value === '') return <span>-</span>;
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const n = typeof value === 'string' ? Number(value) : value;
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if (Number.isNaN(n)) return <span>-</span>;
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const formatted = n.toLocaleString(undefined, {
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minimumFractionDigits: fraction,
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maximumFractionDigits: fraction,
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});
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const sign = n < 0 ? '' : showSign ? '+' : '';
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const color = n < 0 ? '#cf1322' : n > 0 && showSign ? '#1677ff' : 'inherit';
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return <span style={{ color, fontVariantNumeric: 'tabular-nums' }}>{sign}{formatted}</span>;
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}
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@@ -0,0 +1,23 @@
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import { ReactNode } from 'react';
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import { Typography } from 'antd';
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const { Title } = Typography;
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interface Props {
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title: string;
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extra?: ReactNode;
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children: ReactNode;
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}
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export default function PageContainer({ title, extra, children }: Props) {
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return (
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<div>
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<div style={{ display: 'flex', justifyContent: 'space-between', alignItems: 'center',
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marginBottom: 16 }}>
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<Title level={4} style={{ margin: 0 }}>{title}</Title>
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{extra}
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</div>
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{children}
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</div>
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);
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}
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@@ -0,0 +1,21 @@
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import { Button, ButtonProps } from 'antd';
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import { usePermission } from '@/hooks/usePermission';
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interface Props extends ButtonProps {
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menuCode: string;
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permCode: 'READ' | 'CREATE' | 'UPDATE' | 'DELETE' | 'APPROVE' | 'EXPORT';
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}
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/** 권한 없으면 렌더링 자체를 안 함 */
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export default function PermissionButton({ menuCode, permCode, children, ...rest }: Props) {
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const perms = usePermission(menuCode);
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const allowed =
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(permCode === 'READ' && perms.canRead) ||
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(permCode === 'CREATE' && perms.canCreate) ||
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(permCode === 'UPDATE' && perms.canUpdate) ||
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(permCode === 'DELETE' && perms.canDelete) ||
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(permCode === 'APPROVE' && perms.canApprove) ||
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(permCode === 'EXPORT' && perms.canExport);
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if (!allowed) return null;
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return <Button {...rest}>{children}</Button>;
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}
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@@ -0,0 +1,90 @@
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import { Button, Col, DatePicker, Form, Input, Row, Space } from 'antd';
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import dayjs from 'dayjs';
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import CodeSelect from './CodeSelect';
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const { RangePicker } = DatePicker;
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export interface SearchCondition {
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type: 'text' | 'code' | 'dateRange' | 'month';
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name: string;
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label: string;
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groupCode?: string; // type=code 일 때
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placeholder?: string;
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span?: number; // 24그리드 기준 너비 (default 6)
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}
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interface Props {
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conditions: SearchCondition[];
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initialValues?: Record<string, unknown>;
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onSearch: (values: Record<string, unknown>) => void;
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onReset?: () => void;
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}
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|
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/**
|
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* 조건 배열만 넘기면 자동 렌더링되는 검색 폼.
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* dateRange → startDate/endDate 로 분해, month → settleMonth(yyyyMM)
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*/
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export default function SearchForm({ conditions, initialValues, onSearch, onReset }: Props) {
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const [form] = Form.useForm();
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const handleSearch = (raw: Record<string, unknown>) => {
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const out: Record<string, unknown> = {};
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for (const c of conditions) {
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const v = raw[c.name];
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if (v === undefined || v === null || v === '') continue;
|
||||
if (c.type === 'dateRange' && Array.isArray(v) && v.length === 2) {
|
||||
out.startDate = (v[0] as dayjs.Dayjs).format('YYYY-MM-DD');
|
||||
out.endDate = (v[1] as dayjs.Dayjs).format('YYYY-MM-DD');
|
||||
} else if (c.type === 'month' && v) {
|
||||
out[c.name] = (v as dayjs.Dayjs).format('YYYYMM');
|
||||
} else {
|
||||
out[c.name] = v;
|
||||
}
|
||||
}
|
||||
onSearch(out);
|
||||
};
|
||||
|
||||
const handleReset = () => {
|
||||
form.resetFields();
|
||||
onReset?.();
|
||||
};
|
||||
|
||||
return (
|
||||
<Form
|
||||
form={form}
|
||||
layout="vertical"
|
||||
initialValues={initialValues}
|
||||
onFinish={handleSearch}
|
||||
style={{ background: '#fff', padding: 16, marginBottom: 16, borderRadius: 4 }}
|
||||
>
|
||||
<Row gutter={16}>
|
||||
{conditions.map((c) => (
|
||||
<Col span={c.span ?? 6} key={c.name}>
|
||||
<Form.Item name={c.name} label={c.label}>
|
||||
{renderField(c)}
|
||||
</Form.Item>
|
||||
</Col>
|
||||
))}
|
||||
<Col span={6} style={{ display: 'flex', alignItems: 'flex-end', paddingBottom: 24 }}>
|
||||
<Space>
|
||||
<Button type="primary" htmlType="submit">검색</Button>
|
||||
<Button onClick={handleReset}>초기화</Button>
|
||||
</Space>
|
||||
</Col>
|
||||
</Row>
|
||||
</Form>
|
||||
);
|
||||
}
|
||||
|
||||
function renderField(c: SearchCondition) {
|
||||
switch (c.type) {
|
||||
case 'text':
|
||||
return <Input placeholder={c.placeholder} allowClear />;
|
||||
case 'code':
|
||||
return <CodeSelect groupCode={c.groupCode!} placeholder={c.placeholder} includeAll />;
|
||||
case 'dateRange':
|
||||
return <RangePicker style={{ width: '100%' }} />;
|
||||
case 'month':
|
||||
return <DatePicker picker="month" style={{ width: '100%' }} />;
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,15 @@
|
||||
import { useQuery } from '@tanstack/react-query';
|
||||
import { codeApi } from '@/api/code';
|
||||
|
||||
/**
|
||||
* 공통코드 그룹별 목록을 React Query 로 캐싱하여 반환.
|
||||
* staleTime: 1시간 (서버 변경 후 페이지 새로고침이면 충분)
|
||||
*/
|
||||
export function useCommonCodes(groupCode: string) {
|
||||
return useQuery({
|
||||
queryKey: ['commonCode', groupCode],
|
||||
queryFn: () => codeApi.byGroup(groupCode),
|
||||
staleTime: 60 * 60 * 1000,
|
||||
enabled: !!groupCode,
|
||||
});
|
||||
}
|
||||
@@ -0,0 +1,45 @@
|
||||
import { useQuery } from '@tanstack/react-query';
|
||||
import { menuApi, MenuResp } from '@/api/menu';
|
||||
import { useMemo } from 'react';
|
||||
|
||||
export interface MenuPermissions {
|
||||
canRead: boolean;
|
||||
canCreate: boolean;
|
||||
canUpdate: boolean;
|
||||
canDelete: boolean;
|
||||
canApprove: boolean;
|
||||
canExport: boolean;
|
||||
}
|
||||
|
||||
/**
|
||||
* menuCode 별 사용자 권한 보유 여부.
|
||||
* 메뉴 트리에서 해당 menuCode 의 permissions 배열을 평탄화하여 boolean 으로 반환.
|
||||
*/
|
||||
export function usePermission(menuCode: string): MenuPermissions {
|
||||
const { data: tree = [] } = useQuery({
|
||||
queryKey: ['menu', 'my'],
|
||||
queryFn: menuApi.myMenus,
|
||||
staleTime: 5 * 60 * 1000,
|
||||
});
|
||||
|
||||
return useMemo(() => {
|
||||
const perms = findPermissions(tree, menuCode);
|
||||
return {
|
||||
canRead: perms.includes('READ'),
|
||||
canCreate: perms.includes('CREATE'),
|
||||
canUpdate: perms.includes('UPDATE'),
|
||||
canDelete: perms.includes('DELETE'),
|
||||
canApprove: perms.includes('APPROVE'),
|
||||
canExport: perms.includes('EXPORT'),
|
||||
};
|
||||
}, [tree, menuCode]);
|
||||
}
|
||||
|
||||
function findPermissions(nodes: MenuResp[], code: string): string[] {
|
||||
for (const n of nodes) {
|
||||
if (n.menuCode === code) return n.permissions ?? [];
|
||||
const found = findPermissions(n.children ?? [], code);
|
||||
if (found.length) return found;
|
||||
}
|
||||
return [];
|
||||
}
|
||||
@@ -0,0 +1,74 @@
|
||||
import { useState } from 'react';
|
||||
import { Table } from 'antd';
|
||||
import { useQuery } from '@tanstack/react-query';
|
||||
import PageContainer from '@/components/common/PageContainer';
|
||||
import SearchForm from '@/components/common/SearchForm';
|
||||
import MoneyText from '@/components/common/MoneyText';
|
||||
import CodeBadge from '@/components/common/CodeBadge';
|
||||
import ExcelExportButton from '@/components/common/ExcelExportButton';
|
||||
import { ledgerApi, LedgerResp, LedgerSearchParam } from '@/api/ledger';
|
||||
|
||||
export default function RecruitLedger() {
|
||||
const [param, setParam] = useState<LedgerSearchParam>({ pageNum: 1, pageSize: 50 });
|
||||
|
||||
const { data, isLoading } = useQuery({
|
||||
queryKey: ['ledger', 'recruit', param],
|
||||
queryFn: () => ledgerApi.recruit(param),
|
||||
});
|
||||
|
||||
return (
|
||||
<PageContainer
|
||||
title="모집수수료 원장"
|
||||
extra={
|
||||
<ExcelExportButton url="/api/ledger/recruit/export" params={param} fileName="모집수수료원장" />
|
||||
}
|
||||
>
|
||||
<SearchForm
|
||||
conditions={[
|
||||
{ type: 'month', name: 'settleMonth', label: '정산월' },
|
||||
{ type: 'text', name: 'policyNo', label: '증권번호' },
|
||||
{ type: 'code', name: 'insuranceType', label: '보험종류', groupCode: 'INSURANCE_TYPE' },
|
||||
{ type: 'code', name: 'reconcileStatus', label: '대사상태', groupCode: 'RECON_STATUS' },
|
||||
]}
|
||||
onSearch={(v) => setParam({ ...param, ...v, pageNum: 1 })}
|
||||
onReset={() => setParam({ pageNum: 1, pageSize: 50 })}
|
||||
/>
|
||||
|
||||
<Table<LedgerResp>
|
||||
rowKey="ledgerId"
|
||||
loading={isLoading}
|
||||
dataSource={data?.list}
|
||||
size="small"
|
||||
scroll={{ x: 1500 }}
|
||||
pagination={{
|
||||
current: param.pageNum, pageSize: param.pageSize, total: data?.total, showSizeChanger: true,
|
||||
onChange: (p, s) => setParam({ ...param, pageNum: p, pageSize: s }),
|
||||
}}
|
||||
columns={[
|
||||
{ title: '정산월', dataIndex: 'settleMonth', width: 90, fixed: 'left' },
|
||||
{ title: '증권번호', dataIndex: 'policyNo', width: 130, fixed: 'left' },
|
||||
{ title: '설계사', dataIndex: 'agentName', width: 100 },
|
||||
{ title: '소속', dataIndex: 'orgName', width: 160 },
|
||||
{ title: '보험사', dataIndex: 'companyName', width: 120 },
|
||||
{ title: '상품', dataIndex: 'productName', width: 200 },
|
||||
{ title: '보험종류', dataIndex: 'insuranceType', width: 100,
|
||||
render: (v) => <CodeBadge groupCode="INSURANCE_TYPE" value={v} /> },
|
||||
{ title: '보험료', dataIndex: 'premium', width: 110, align: 'right',
|
||||
render: (v) => <MoneyText value={v} /> },
|
||||
{ title: '회사율', dataIndex: 'companyRate', width: 80, align: 'right',
|
||||
render: (v) => <MoneyText value={v} fraction={2} /> },
|
||||
{ title: '회사수수료', dataIndex: 'companyAmount', width: 120, align: 'right',
|
||||
render: (v) => <MoneyText value={v} /> },
|
||||
{ title: '지급율', dataIndex: 'payoutRate', width: 80, align: 'right',
|
||||
render: (v) => <MoneyText value={v} fraction={2} /> },
|
||||
{ title: '설계사수수료', dataIndex: 'agentAmount', width: 120, align: 'right',
|
||||
render: (v) => <MoneyText value={v} /> },
|
||||
{ title: '세액', dataIndex: 'taxAmount', width: 100, align: 'right',
|
||||
render: (v) => <MoneyText value={v} /> },
|
||||
{ title: '대사상태', dataIndex: 'reconcileStatus', width: 100,
|
||||
render: (v) => <CodeBadge groupCode="RECON_STATUS" value={v} /> },
|
||||
]}
|
||||
/>
|
||||
</PageContainer>
|
||||
);
|
||||
}
|
||||
@@ -0,0 +1,79 @@
|
||||
import { useState } from 'react';
|
||||
import { Table } from 'antd';
|
||||
import { useQuery } from '@tanstack/react-query';
|
||||
import { useNavigate } from 'react-router-dom';
|
||||
import PageContainer from '@/components/common/PageContainer';
|
||||
import SearchForm from '@/components/common/SearchForm';
|
||||
import CodeBadge from '@/components/common/CodeBadge';
|
||||
import MoneyText from '@/components/common/MoneyText';
|
||||
import PermissionButton from '@/components/common/PermissionButton';
|
||||
import ExcelExportButton from '@/components/common/ExcelExportButton';
|
||||
import { agentApi, AgentResp, AgentSearchParam } from '@/api/agent';
|
||||
|
||||
export default function AgentList() {
|
||||
const navigate = useNavigate();
|
||||
const [param, setParam] = useState<AgentSearchParam>({ pageNum: 1, pageSize: 20 });
|
||||
|
||||
const { data, isLoading } = useQuery({
|
||||
queryKey: ['agent', 'list', param],
|
||||
queryFn: () => agentApi.list(param),
|
||||
});
|
||||
|
||||
return (
|
||||
<PageContainer
|
||||
title="설계사 관리"
|
||||
extra={
|
||||
<div>
|
||||
<PermissionButton menuCode="ORG_AGENT" permCode="CREATE" type="primary"
|
||||
onClick={() => navigate('/org/agents/new')} style={{ marginRight: 8 }}>
|
||||
등록
|
||||
</PermissionButton>
|
||||
<ExcelExportButton url="/api/agents/export" params={param} fileName="설계사목록" />
|
||||
</div>
|
||||
}
|
||||
>
|
||||
<SearchForm
|
||||
conditions={[
|
||||
{ type: 'text', name: 'searchKeyword', label: '설계사명' },
|
||||
{ type: 'code', name: 'status', label: '상태', groupCode: 'AGENT_STATUS' },
|
||||
]}
|
||||
onSearch={(v) => setParam({ ...param, ...v, pageNum: 1 })}
|
||||
onReset={() => setParam({ pageNum: 1, pageSize: 20 })}
|
||||
/>
|
||||
|
||||
<Table<AgentResp>
|
||||
rowKey="agentId"
|
||||
loading={isLoading}
|
||||
dataSource={data?.list}
|
||||
pagination={{
|
||||
current: param.pageNum,
|
||||
pageSize: param.pageSize,
|
||||
total: data?.total,
|
||||
showSizeChanger: true,
|
||||
onChange: (page, size) => setParam({ ...param, pageNum: page, pageSize: size }),
|
||||
}}
|
||||
onRow={(r) => ({ onClick: () => navigate(`/org/agents/${r.agentId}`) })}
|
||||
columns={[
|
||||
{ title: '설계사명', dataIndex: 'agentName', width: 120 },
|
||||
{ title: '사번', dataIndex: 'licenseNo', width: 120 },
|
||||
{ title: '소속', dataIndex: 'orgName', width: 200 },
|
||||
{ title: '직급', dataIndex: 'gradeName', width: 100 },
|
||||
{ title: '전화번호', dataIndex: 'phone', width: 140 },
|
||||
{
|
||||
title: '상태', dataIndex: 'status', width: 100,
|
||||
render: (v) => <CodeBadge groupCode="AGENT_STATUS" value={v} />,
|
||||
},
|
||||
{
|
||||
title: '계약수', dataIndex: 'contractCount', align: 'right', width: 90,
|
||||
render: (v) => <MoneyText value={v} />,
|
||||
},
|
||||
{
|
||||
title: '누적수수료', dataIndex: 'totalCommission', align: 'right', width: 130,
|
||||
render: (v) => <MoneyText value={v} />,
|
||||
},
|
||||
{ title: '입사일', dataIndex: 'joinDate', width: 110 },
|
||||
]}
|
||||
/>
|
||||
</PageContainer>
|
||||
);
|
||||
}
|
||||
@@ -0,0 +1,66 @@
|
||||
import { useState } from 'react';
|
||||
import { Table } from 'antd';
|
||||
import { useQuery } from '@tanstack/react-query';
|
||||
import PageContainer from '@/components/common/PageContainer';
|
||||
import SearchForm from '@/components/common/SearchForm';
|
||||
import CodeBadge from '@/components/common/CodeBadge';
|
||||
import MoneyText from '@/components/common/MoneyText';
|
||||
import { contractApi, ContractResp, ContractSearchParam } from '@/api/contract';
|
||||
|
||||
export default function ContractList() {
|
||||
const [param, setParam] = useState<ContractSearchParam>({ pageNum: 1, pageSize: 20 });
|
||||
|
||||
const { data, isLoading } = useQuery({
|
||||
queryKey: ['contract', 'list', param],
|
||||
queryFn: () => contractApi.list(param),
|
||||
});
|
||||
|
||||
return (
|
||||
<PageContainer title="계약 관리">
|
||||
<SearchForm
|
||||
conditions={[
|
||||
{ type: 'text', name: 'searchKeyword', label: '계약자/증권번호' },
|
||||
{ type: 'code', name: 'insuranceType', label: '보험종류', groupCode: 'INSURANCE_TYPE' },
|
||||
{ type: 'code', name: 'status', label: '상태', groupCode: 'CONTRACT_STATUS' },
|
||||
{ type: 'dateRange', name: 'dateRange', label: '계약일' },
|
||||
]}
|
||||
onSearch={(v) => setParam({ ...param, ...v, pageNum: 1 })}
|
||||
onReset={() => setParam({ pageNum: 1, pageSize: 20 })}
|
||||
/>
|
||||
|
||||
<Table<ContractResp>
|
||||
rowKey="contractId"
|
||||
loading={isLoading}
|
||||
dataSource={data?.list}
|
||||
pagination={{
|
||||
current: param.pageNum, pageSize: param.pageSize, total: data?.total, showSizeChanger: true,
|
||||
onChange: (p, s) => setParam({ ...param, pageNum: p, pageSize: s }),
|
||||
}}
|
||||
columns={[
|
||||
{ title: '증권번호', dataIndex: 'policyNo', width: 140 },
|
||||
{ title: '계약자', dataIndex: 'contractorName', width: 100 },
|
||||
{ title: '설계사', dataIndex: 'agentName', width: 100 },
|
||||
{ title: '보험사', dataIndex: 'companyName', width: 120 },
|
||||
{ title: '상품', dataIndex: 'productName', width: 220 },
|
||||
{
|
||||
title: '보험종류', dataIndex: 'insuranceType', width: 100,
|
||||
render: (v) => <CodeBadge groupCode="INSURANCE_TYPE" value={v} />,
|
||||
},
|
||||
{
|
||||
title: '보험료', dataIndex: 'premium', width: 120, align: 'right',
|
||||
render: (v) => <MoneyText value={v} />,
|
||||
},
|
||||
{
|
||||
title: '납입주기', dataIndex: 'payCycle', width: 90,
|
||||
render: (v) => <CodeBadge groupCode="PAY_CYCLE" value={v} />,
|
||||
},
|
||||
{
|
||||
title: '상태', dataIndex: 'status', width: 90,
|
||||
render: (v) => <CodeBadge groupCode="CONTRACT_STATUS" value={v} />,
|
||||
},
|
||||
{ title: '계약일', dataIndex: 'contractDate', width: 110 },
|
||||
]}
|
||||
/>
|
||||
</PageContainer>
|
||||
);
|
||||
}
|
||||
@@ -0,0 +1,112 @@
|
||||
import { useState } from 'react';
|
||||
import { Card, Col, Row, Statistic, Table, message, Modal, Input, Space } from 'antd';
|
||||
import { useQuery, useQueryClient } from '@tanstack/react-query';
|
||||
import PageContainer from '@/components/common/PageContainer';
|
||||
import SearchForm from '@/components/common/SearchForm';
|
||||
import CodeBadge from '@/components/common/CodeBadge';
|
||||
import MoneyText from '@/components/common/MoneyText';
|
||||
import PermissionButton from '@/components/common/PermissionButton';
|
||||
import { settleApi, SettleResp, SettleSearchParam } from '@/api/settle';
|
||||
|
||||
export default function SettleList() {
|
||||
const qc = useQueryClient();
|
||||
const [param, setParam] = useState<SettleSearchParam>({ pageNum: 1, pageSize: 30 });
|
||||
|
||||
const { data, isLoading } = useQuery({
|
||||
queryKey: ['settle', 'list', param],
|
||||
queryFn: () => settleApi.list(param),
|
||||
});
|
||||
|
||||
const { data: summary } = useQuery({
|
||||
queryKey: ['settle', 'summary', param.settleMonth],
|
||||
queryFn: () => settleApi.summary(param.settleMonth!),
|
||||
enabled: !!param.settleMonth,
|
||||
});
|
||||
|
||||
const refresh = () => qc.invalidateQueries({ queryKey: ['settle'] });
|
||||
|
||||
const onConfirm = (id: number) =>
|
||||
Modal.confirm({
|
||||
title: '정산 확정', content: '확정 후에는 변경할 수 없습니다. 진행하시겠습니까?',
|
||||
onOk: async () => { await settleApi.confirm(id); message.success('확정 완료'); refresh(); },
|
||||
});
|
||||
|
||||
const onHold = (id: number) => {
|
||||
let reason = '';
|
||||
Modal.confirm({
|
||||
title: '정산 보류',
|
||||
content: <Input placeholder="보류 사유" onChange={(e) => { reason = e.target.value; }} />,
|
||||
onOk: async () => { await settleApi.hold(id, reason); message.success('보류 처리'); refresh(); },
|
||||
});
|
||||
};
|
||||
|
||||
return (
|
||||
<PageContainer title="정산 결과">
|
||||
<SearchForm
|
||||
conditions={[
|
||||
{ type: 'month', name: 'settleMonth', label: '정산월' },
|
||||
{ type: 'code', name: 'status', label: '상태', groupCode: 'SETTLE_STATUS' },
|
||||
]}
|
||||
onSearch={(v) => setParam({ ...param, ...v, pageNum: 1 })}
|
||||
onReset={() => setParam({ pageNum: 1, pageSize: 30 })}
|
||||
/>
|
||||
|
||||
{summary && (
|
||||
<Row gutter={16} style={{ marginBottom: 16 }}>
|
||||
<Col span={6}><Card><Statistic title="대상 설계사" value={Number(summary.agentCount ?? 0)} suffix="명" /></Card></Col>
|
||||
<Col span={6}><Card><Statistic title="총 지급액(net)" value={Number(summary.netAmount ?? 0)} /></Card></Col>
|
||||
<Col span={6}><Card><Statistic title="총 세액" value={Number(summary.taxAmount ?? 0)} valueStyle={{ color: '#cf1322' }} /></Card></Col>
|
||||
<Col span={6}><Card><Statistic title="확정 건수" value={Number(summary.confirmedCount ?? 0)} suffix="건" /></Card></Col>
|
||||
</Row>
|
||||
)}
|
||||
|
||||
<Table<SettleResp>
|
||||
rowKey="settleId"
|
||||
loading={isLoading}
|
||||
dataSource={data?.list}
|
||||
size="small"
|
||||
scroll={{ x: 1600 }}
|
||||
pagination={{
|
||||
current: param.pageNum, pageSize: param.pageSize, total: data?.total, showSizeChanger: true,
|
||||
onChange: (p, s) => setParam({ ...param, pageNum: p, pageSize: s }),
|
||||
}}
|
||||
columns={[
|
||||
{ title: '정산월', dataIndex: 'settleMonth', width: 90, fixed: 'left' },
|
||||
{ title: '설계사', dataIndex: 'agentName', width: 100, fixed: 'left' },
|
||||
{ title: '소속', dataIndex: 'orgName', width: 160 },
|
||||
{ title: '직급', dataIndex: 'gradeName', width: 80 },
|
||||
{ title: '모집', dataIndex: 'recruitTotal', width: 110, align: 'right', render: (v) => <MoneyText value={v} /> },
|
||||
{ title: '유지', dataIndex: 'maintainTotal', width: 110, align: 'right', render: (v) => <MoneyText value={v} /> },
|
||||
{ title: '예외(+)', dataIndex: 'exceptionPlus', width: 100, align: 'right', render: (v) => <MoneyText value={v} /> },
|
||||
{ title: '예외(-)', dataIndex: 'exceptionMinus', width: 100, align: 'right', render: (v) => <MoneyText value={v} /> },
|
||||
{ title: '오버라이드', dataIndex: 'overrideTotal', width: 110, align: 'right', render: (v) => <MoneyText value={v} /> },
|
||||
{ title: '환수', dataIndex: 'chargebackTotal', width: 100, align: 'right',
|
||||
render: (v) => <MoneyText value={v ? -Math.abs(Number(v)) : 0} /> },
|
||||
{ title: '총액', dataIndex: 'grossAmount', width: 120, align: 'right', render: (v) => <MoneyText value={v} /> },
|
||||
{ title: '세액', dataIndex: 'taxAmount', width: 100, align: 'right', render: (v) => <MoneyText value={v} /> },
|
||||
{ title: '실지급', dataIndex: 'netAmount', width: 130, align: 'right',
|
||||
render: (v) => <strong><MoneyText value={v} /></strong> },
|
||||
{ title: '상태', dataIndex: 'status', width: 100, fixed: 'right',
|
||||
render: (v) => <CodeBadge groupCode="SETTLE_STATUS" value={v} /> },
|
||||
{
|
||||
title: '액션', dataIndex: 'settleId', width: 200, fixed: 'right',
|
||||
render: (id, r) => (
|
||||
<Space>
|
||||
<PermissionButton menuCode="SETTLE_LIST" permCode="APPROVE" size="small"
|
||||
type="primary" onClick={() => onConfirm(id)}
|
||||
disabled={r.status === 'CONFIRMED' || r.status === 'PAID'}>
|
||||
확정
|
||||
</PermissionButton>
|
||||
<PermissionButton menuCode="SETTLE_LIST" permCode="APPROVE" size="small"
|
||||
danger onClick={() => onHold(id)}
|
||||
disabled={r.status === 'PAID'}>
|
||||
보류
|
||||
</PermissionButton>
|
||||
</Space>
|
||||
),
|
||||
},
|
||||
]}
|
||||
/>
|
||||
</PageContainer>
|
||||
);
|
||||
}
|
||||
Reference in New Issue
Block a user