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:
GA Pro
2026-05-09 22:38:10 +09:00
parent d4433a8e46
commit 98eb231950
28 changed files with 1165 additions and 39 deletions
@@ -2,11 +2,14 @@ package com.ga.batch.settlement.step;
import com.ga.batch.settlement.SettlementContext;
import com.ga.common.util.MoneyUtil;
import com.ga.core.mapper.ledger.MaintainLedgerMapper;
import com.ga.core.mapper.ledger.RecruitLedgerMapper;
import com.ga.core.mapper.org.AgentMapper;
import com.ga.core.mapper.org.OrganizationMapper;
import com.ga.core.mapper.rule.RuleMapper;
import com.ga.core.mapper.settle.OverrideSettleMapper;
import com.ga.core.vo.org.AgentVO;
import com.ga.core.vo.org.AgentResp;
import com.ga.core.vo.org.AgentSearchParam;
import com.ga.core.vo.rule.OverrideRuleVO;
import com.ga.core.vo.settle.OverrideSettleVO;
import lombok.RequiredArgsConstructor;
@@ -21,14 +24,18 @@ import org.springframework.stereotype.Component;
import java.math.BigDecimal;
import java.time.LocalDate;
import java.util.ArrayList;
import java.util.HashMap;
import java.util.List;
import java.util.Map;
/**
* Step 7 — calcOverride: 조직 트리 기반 오버라이드 계산
* Step 7 — calcOverride: 조직 트리 기반 오버라이드 계산.
*
* 단순화: 정산월의 모집+유지 합계 × override_pct → 상위 직급에게 분배.
* 실제로는 from_grade → to_grade 매트릭스로 다단계 분배해야 함.
* 정책:
* - 모든 ACTIVE 설계사를 순회하며 본인의 grade 와 일치하는 from_grade 규칙을 찾음
* - 본인 조직 + 모든 상위 조직에서 to_grade 직급의 ACTIVE 설계사 1명을 찾아 분배 (가장 가까운 조직 우선)
* - base = 하위 설계사의 정산월 모집 + 유지 합계
* - amount = base × override_pct (cap 적용)
*/
@Slf4j
@Component
@@ -41,6 +48,8 @@ public class CalcOverrideStep implements Tasklet {
private final AgentMapper agentMapper;
private final OrganizationMapper organizationMapper;
private final OverrideSettleMapper overrideMapper;
private final RecruitLedgerMapper recruitMapper;
private final MaintainLedgerMapper maintainMapper;
@Override
public RepeatStatus execute(StepContribution contribution, ChunkContext chunkContext) {
@@ -49,24 +58,31 @@ public class CalcOverrideStep implements Tasklet {
overrideMapper.deleteBySettleMonth(ctx.getSettleMonth());
List<OverrideRuleVO> rules = ruleMapper.selectOverrideRules();
// 정산월의 활성 오버라이드 규칙만 (effective_from 기준)
LocalDate baseDate = LocalDate.parse(ctx.getSettleMonth().substring(0,4) + "-" + ctx.getSettleMonth().substring(4) + "-01");
LocalDate baseDate = LocalDate.parse(
ctx.getSettleMonth().substring(0, 4) + "-" +
ctx.getSettleMonth().substring(4) + "-01");
rules.removeIf(r -> r.getEffectiveFrom() != null && r.getEffectiveFrom().isAfter(baseDate));
rules.removeIf(r -> r.getEffectiveTo() != null && r.getEffectiveTo().isBefore(baseDate));
List<OverrideSettleVO> records = new ArrayList<>();
// 단순화: 모든 ACTIVE 설계사를 조회하고, 본인의 grade 가 from_grade 인 규칙에 대해 상위 조직장 검색
com.ga.core.vo.org.AgentSearchParam ap = new com.ga.core.vo.org.AgentSearchParam();
AgentSearchParam ap = new AgentSearchParam();
ap.setStatus("ACTIVE");
ap.setPageSize(Integer.MAX_VALUE);
List<com.ga.core.vo.org.AgentResp> agents = agentMapper.selectList(ap);
List<AgentResp> agents = agentMapper.selectList(ap);
for (com.ga.core.vo.org.AgentResp lower : agents) {
Map<String, Long> upperCache = new HashMap<>();
List<OverrideSettleVO> records = new ArrayList<>();
for (AgentResp lower : agents) {
for (OverrideRuleVO rule : rules) {
if (!java.util.Objects.equals(rule.getFromGrade(), lower.getGradeId())) continue;
Long upperAgentId = findUpperAgentByGrade(lower.getOrgId(), rule.getToGrade());
if (!rule.getFromGrade().equals(lower.getGradeId())) continue;
Long upperAgentId = findUpperAgentByGrade(
lower.getOrgId(), rule.getToGrade(), lower.getAgentId(), upperCache);
if (upperAgentId == null) continue;
BigDecimal base = sumLowerCommission(lower.getAgentId(), ctx.getSettleMonth());
if (MoneyUtil.isZero(base)) continue;
BigDecimal amount = MoneyUtil.pct(base, rule.getOverridePct());
if (rule.getCapAmount() != null && amount.compareTo(rule.getCapAmount()) > 0) {
amount = rule.getCapAmount();
@@ -89,22 +105,40 @@ public class CalcOverrideStep implements Tasklet {
return RepeatStatus.FINISHED;
}
/** 하위 설계사의 정산월 모집+유지 합계 (단순화: 모집 원장 합으로 대체) */
/** 하위 설계사의 정산월 모집 + 유지 합계 */
private BigDecimal sumLowerCommission(Long agentId, String settleMonth) {
// 실제로는 recruit + maintain agent별 합계 필요. 여기서는 0 반환 (실제 운영 시 별도 sumByAgentMonth 추가)
return BigDecimal.ZERO;
BigDecimal r = recruitMapper.sumByAgentMonth(agentId, settleMonth);
BigDecimal m = maintainMapper.sumByAgentMonth(agentId, settleMonth);
return MoneyUtil.add(r, m);
}
/** 동일 조직 트리에서 to_grade 직급의 상위 설계사 찾기 (단순화: org 트리 상위 첫 번째) */
private Long findUpperAgentByGrade(Long orgId, Long toGrade) {
if (orgId == null) return null;
// 조직 트리 상향 탐색은 운영 단계에서 추가. 여기서는 동일 조직 내 toGrade 1명 반환.
com.ga.core.vo.org.AgentSearchParam p = new com.ga.core.vo.org.AgentSearchParam();
/**
* 자기 조직부터 상향 탐색하며 to_grade 직급의 ACTIVE 설계사 1명 반환.
* 자기 자신은 제외. 캐시: (lowerOrgId, toGrade) → upperAgentId.
*/
private Long findUpperAgentByGrade(Long lowerOrgId, Long toGrade, Long lowerAgentId,
Map<String, Long> cache) {
if (lowerOrgId == null) return null;
String key = lowerOrgId + ":" + toGrade;
Long cached = cache.get(key);
if (cached != null) return cached.equals(0L) ? null : cached;
List<Long> ancestorIds = organizationMapper.selectAncestorIds(lowerOrgId);
for (Long orgId : ancestorIds) {
AgentSearchParam p = new AgentSearchParam();
p.setOrgId(orgId);
p.setGradeId(toGrade);
p.setStatus("ACTIVE");
p.setPageSize(1);
List<com.ga.core.vo.org.AgentResp> upper = agentMapper.selectList(p);
return upper.isEmpty() ? null : upper.get(0).getAgentId();
p.setPageSize(5);
List<AgentResp> upper = agentMapper.selectList(p);
for (AgentResp a : upper) {
if (!a.getAgentId().equals(lowerAgentId)) {
cache.put(key, a.getAgentId());
return a.getAgentId();
}
}
}
cache.put(key, 0L);
return null;
}
}
@@ -1,28 +1,241 @@
package com.ga.batch.settlement.transform;
import com.fasterxml.jackson.databind.JsonNode;
import com.fasterxml.jackson.databind.ObjectMapper;
import com.ga.common.util.MoneyUtil;
import com.ga.core.mapper.ledger.MaintainLedgerMapper;
import com.ga.core.mapper.ledger.RecruitLedgerMapper;
import com.ga.core.mapper.product.ContractMapper;
import com.ga.core.mapper.receive.ReceiveMapper;
import com.ga.core.vo.ledger.LedgerVO;
import com.ga.core.vo.product.ContractSearchParam;
import com.ga.core.vo.product.ContractVO;
import com.ga.core.vo.receive.CompanyFieldMappingVO;
import com.ga.core.vo.receive.ParseErrorLogVO;
import com.ga.core.vo.receive.RawCommissionDataVO;
import lombok.RequiredArgsConstructor;
import lombok.extern.slf4j.Slf4j;
import org.springframework.stereotype.Component;
import org.springframework.transaction.annotation.Transactional;
import java.math.BigDecimal;
import java.math.RoundingMode;
import java.time.LocalDate;
import java.time.format.DateTimeFormatter;
import java.util.HashMap;
import java.util.List;
import java.util.Map;
/**
* 보험사 raw 데이터 → 표준 원장(recruit_ledger / maintain_ledger / exception_ledger) 으로 변환.
* raw_commission_data → 표준 원장(recruit_ledger / maintain_ledger) 변환.
*
* 본 구현은 단순화된 stub. 실제로는:
* - company_field_mapping 으로 raw_content(JSON 등) 에서 필드를 추출
* - code_mapping 으로 보험사 코드 → 표준 코드 변환
* - data_type 에 따라 모집/유지/예외 원장 선택
* 동작:
* 1. company_field_mapping 의 (source_field → target_field) 규칙 로드
* 2. raw_content (JSON) 에서 source_field 값을 추출
* 3. transform_rule 적용 (TRIM/UPPER/LOWER/DATE/DIVIDE/MULTIPLY/CODE_MAP)
* 4. policy_no 로 contract 매칭 → contract_id, agent_id 채움
* 5. data_type 에 따라 recruit_ledger / maintain_ledger 에 INSERT
*
* 실패 시 parse_error_log 에 기록.
*/
@Slf4j
@Component
@RequiredArgsConstructor
public class MappingEngine {
/** 변환 후 ledger_id 반환 (없으면 null) */
private final ReceiveMapper receiveMapper;
private final ContractMapper contractMapper;
private final RecruitLedgerMapper recruitMapper;
private final MaintainLedgerMapper maintainMapper;
private final ObjectMapper objectMapper;
@Transactional
public Long transform(RawCommissionDataVO raw) {
// TODO: 실제 매핑 로직 — company_field_mapping 기반 동적 변환
// 현재는 ID 미지정으로 처리 (Step4/5 에서 contract 기반으로 재계산)
log.debug("transform raw={}, type={}", raw.getRawId(), raw.getDataType());
if (raw.getCompanyCode() == null || raw.getRawContent() == null) {
saveError(raw, "INVALID_INPUT", null, null, "company_code 또는 raw_content 누락");
return null;
}
String targetTable = resolveTargetTable(raw.getDataType());
if (targetTable == null) {
saveError(raw, "UNKNOWN_TYPE", "data_type", raw.getDataType(),
"지원하지 않는 data_type: " + raw.getDataType());
return null;
}
List<CompanyFieldMappingVO> mappings = receiveMapper.selectFieldMappings(
raw.getCompanyCode(), targetTable);
if (mappings.isEmpty()) {
saveError(raw, "NO_MAPPING", null, null,
"매핑 정의 없음: " + raw.getCompanyCode() + "." + targetTable);
return null;
}
JsonNode root;
try {
root = objectMapper.readTree(raw.getRawContent());
} catch (Exception e) {
saveError(raw, "JSON_PARSE", null, null, "raw_content JSON 파싱 실패: " + e.getMessage());
return null;
}
Map<String, Object> mapped = new HashMap<>();
for (CompanyFieldMappingVO m : mappings) {
JsonNode v = root.get(m.getSourceField());
String src = (v == null || v.isNull()) ? null : v.asText();
try {
Object converted = applyTransform(src, m, raw.getCompanyCode());
if (converted == null && "Y".equals(m.getIsRequired())) {
saveError(raw, "REQUIRED", m.getTargetField(), src,
"필수 항목 누락: " + m.getSourceField());
return null;
}
mapped.put(m.getTargetField(), converted);
} catch (Exception e) {
saveError(raw, "TRANSFORM_FAIL", m.getTargetField(), src, e.getMessage());
return null;
}
}
String policyNo = (String) mapped.get("policy_no");
if (policyNo == null) {
saveError(raw, "NO_POLICY", "policy_no", null, "policy_no 누락");
return null;
}
ContractVO contract = findContractByPolicyNo(policyNo);
if (contract == null) {
saveError(raw, "CONTRACT_NOT_FOUND", "policy_no", policyNo,
"계약을 찾을 수 없습니다: " + policyNo);
return null;
}
LedgerVO led = buildLedger(mapped, contract, raw);
if ("recruit_ledger".equals(targetTable)) {
recruitMapper.insert(led);
} else {
maintainMapper.insert(led);
}
return led.getLedgerId();
}
private String resolveTargetTable(String dataType) {
if (dataType == null) return null;
return switch (dataType.toUpperCase()) {
case "RECRUIT" -> "recruit_ledger";
case "MAINTAIN" -> "maintain_ledger";
default -> null;
};
}
private Object applyTransform(String value, CompanyFieldMappingVO m, String companyCode) {
if (value == null) {
return convertType(m.getDefaultValue(), m.getDataType());
}
String trimmed = value.trim();
String rule = m.getTransformRule();
if (rule == null || rule.isBlank()) {
return convertType(trimmed, m.getDataType());
}
return switch (rule.toUpperCase()) {
case "TRIM" -> convertType(trimmed, m.getDataType());
case "UPPER" -> trimmed.toUpperCase();
case "LOWER" -> trimmed.toLowerCase();
case "DATE" -> parseDate(trimmed, m.getDefaultValue());
case "DIVIDE" -> divideOrMultiply(trimmed, m.getDefaultValue(), true);
case "MULTIPLY" -> divideOrMultiply(trimmed, m.getDefaultValue(), false);
case "CODE_MAP" -> {
String mappedCode = receiveMapper.findTargetCode(companyCode, m.getDefaultValue(), trimmed);
yield mappedCode != null ? mappedCode : trimmed;
}
default -> convertType(trimmed, m.getDataType());
};
}
private Object convertType(String value, String dataType) {
if (value == null) return null;
if (dataType == null) return value;
return switch (dataType.toUpperCase()) {
case "STRING" -> value;
case "NUMBER", "DECIMAL" -> new BigDecimal(value.replace(",", ""));
case "INT", "INTEGER" -> Integer.parseInt(value.replace(",", ""));
case "LONG" -> Long.parseLong(value.replace(",", ""));
case "DATE" -> parseDate(value, null);
default -> value;
};
}
private LocalDate parseDate(String s, String pattern) {
if (s == null || s.isBlank()) return null;
try {
DateTimeFormatter fmt = (pattern != null && !pattern.isBlank())
? DateTimeFormatter.ofPattern(pattern)
: DateTimeFormatter.ofPattern("yyyyMMdd");
return LocalDate.parse(s, fmt);
} catch (Exception ignored) {
try { return LocalDate.parse(s); } catch (Exception e) { return null; }
}
}
private BigDecimal divideOrMultiply(String value, String factor, boolean divide) {
BigDecimal num = new BigDecimal(value.replace(",", ""));
BigDecimal f = new BigDecimal(factor != null && !factor.isBlank() ? factor : "1");
return divide ? num.divide(f, 2, RoundingMode.HALF_UP) : num.multiply(f);
}
private ContractVO findContractByPolicyNo(String policyNo) {
ContractSearchParam p = new ContractSearchParam();
p.setPolicyNo(policyNo);
p.setPageSize(1);
var list = contractMapper.selectList(p);
if (list.isEmpty()) return null;
return contractMapper.selectById(list.get(0).getContractId());
}
private LedgerVO buildLedger(Map<String, Object> mapped, ContractVO contract, RawCommissionDataVO raw) {
LedgerVO led = new LedgerVO();
led.setContractId(contract.getContractId());
led.setAgentId(contract.getAgentId());
led.setPolicyNo(contract.getPolicyNo());
led.setCompanyCode(raw.getCompanyCode());
led.setProductCode((String) mapped.get("product_code"));
led.setInsuranceType((String) mapped.getOrDefault("insurance_type", "WHOLE_LIFE"));
led.setCommissionYear(toInt(mapped.get("commission_year"), 1));
led.setPremium(toBd(mapped.get("premium"), contract.getPremium()));
led.setPayMethod((String) mapped.getOrDefault("pay_method", contract.getPayCycle()));
led.setCompanyRate(toBd(mapped.get("company_rate"), BigDecimal.ZERO));
led.setCompanyAmount(toBd(mapped.get("company_amount"), BigDecimal.ZERO));
led.setPayoutRate(toBd(mapped.get("payout_rate"), BigDecimal.ZERO));
led.setAgentAmount(toBd(mapped.get("agent_amount"), BigDecimal.ZERO));
led.setTaxAmount(MoneyUtil.tax(led.getAgentAmount()));
led.setSettleMonth(raw.getSettleMonth());
led.setStatus("CALCULATED");
led.setReconcileStatus("PENDING");
return led;
}
private BigDecimal toBd(Object v, BigDecimal fallback) {
if (v == null) return fallback;
if (v instanceof BigDecimal bd) return bd;
try { return new BigDecimal(v.toString()); } catch (Exception e) { return fallback; }
}
private int toInt(Object v, int fallback) {
if (v == null) return fallback;
if (v instanceof Integer i) return i;
try { return Integer.parseInt(v.toString()); } catch (Exception e) { return fallback; }
}
private void saveError(RawCommissionDataVO raw, String type, String field, String value, String msg) {
log.warn("MappingEngine error rawId={} type={} field={} value={}: {}",
raw.getRawId(), type, field, value, msg);
ParseErrorLogVO err = new ParseErrorLogVO();
err.setRawId(raw.getRawId());
err.setCompanyCode(raw.getCompanyCode());
err.setErrorType(type);
err.setErrorField(field);
err.setErrorValue(value);
err.setErrorMessage(msg);
err.setResolveStatus("OPEN");
receiveMapper.insertError(err);
}
}
@@ -1,6 +1,13 @@
-- V16: 관리자 계정 + 메뉴 상세 + 권한 매트릭스 초기화
-- admin 계정 비밀번호: admin1234! (BCrypt $2b$10)
-- 0. PAYMENT 메뉴는 V12에서 level 1 directory 로 생성되었으나
-- PaymentController 에서 menu="PAYMENT" 로 직접 권한 체크하므로 PAGE 로 변경.
UPDATE menu SET menu_type = 'PAGE',
menu_path = '/payments',
component_path = 'settle/PaymentList'
WHERE menu_code = 'PAYMENT';
-- 1. 자식 메뉴 (V10에서 정의된 menu_code 와 컨트롤러 @RequirePermission 매칭)
WITH parent AS (
SELECT menu_id, menu_code FROM menu WHERE menu_level = 1
@@ -32,7 +39,6 @@ JOIN (VALUES
-- 정산/지급
('SETTLE', 'SETTLE_LIST', '정산 결과', '/settle', 'settle/SettleList', 10),
('SETTLE', 'BATCH_RUN', '정산 배치', '/settle/batch', 'settle/BatchRun', 20),
('PAYMENT', 'PAYMENT', '지급 관리', '/payments', 'settle/PaymentList', 10),
-- 시스템
('SYSTEM', 'SYSTEM_USER', '사용자 관리', '/system/users', 'system/UserList', 10),
('SYSTEM', 'SYSTEM_ROLE', '역할 관리', '/system/roles', 'system/RoleList', 20),
@@ -24,4 +24,6 @@ public interface MaintainLedgerMapper {
int deleteBySettleMonth(@Param("settleMonth") String settleMonth);
List<Map<String, Object>> aggregateByAgent(@Param("settleMonth") String settleMonth);
BigDecimal sumByMonth(@Param("settleMonth") String settleMonth);
BigDecimal sumByAgentMonth(@Param("agentId") Long agentId,
@Param("settleMonth") String settleMonth);
}
@@ -27,4 +27,7 @@ public interface RecruitLedgerMapper {
List<Map<String, Object>> aggregateByAgent(@Param("settleMonth") String settleMonth);
/** 정산월 합계 */
BigDecimal sumByMonth(@Param("settleMonth") String settleMonth);
/** 정산월 + 설계사 합계 */
BigDecimal sumByAgentMonth(@Param("agentId") Long agentId,
@Param("settleMonth") String settleMonth);
}
@@ -16,6 +16,8 @@ public interface OrganizationMapper {
OrganizationVO selectById(@Param("orgId") Long orgId);
/** 자기 자신 + 모든 하위 조직 ID (CTE 재귀) */
List<Long> selectDescendantIds(@Param("orgId") Long orgId);
/** 자기 자신 + 모든 상위 조직 ID (root 까지, 가까운 순) */
List<Long> selectAncestorIds(@Param("orgId") Long orgId);
int insert(OrganizationVO vo);
int update(OrganizationVO vo);
int deleteById(@Param("orgId") Long orgId);
@@ -107,4 +107,9 @@
SELECT COALESCE(SUM(agent_amount), 0) FROM maintain_ledger WHERE settle_month = #{settleMonth}
</select>
<select id="sumByAgentMonth" resultType="java.math.BigDecimal">
SELECT COALESCE(SUM(agent_amount), 0) FROM maintain_ledger
WHERE agent_id = #{agentId} AND settle_month = #{settleMonth}
</select>
</mapper>
@@ -124,4 +124,9 @@
SELECT COALESCE(SUM(agent_amount), 0) FROM recruit_ledger WHERE settle_month = #{settleMonth}
</select>
<select id="sumByAgentMonth" resultType="java.math.BigDecimal">
SELECT COALESCE(SUM(agent_amount), 0) FROM recruit_ledger
WHERE agent_id = #{agentId} AND settle_month = #{settleMonth}
</select>
</mapper>
@@ -49,6 +49,17 @@
SELECT org_id FROM descendants
</select>
<!-- 자기 자신 + 모든 상위 조직 (가까운 순) -->
<select id="selectAncestorIds" resultType="long">
WITH RECURSIVE ancestors AS (
SELECT org_id, parent_org_id, 0 AS depth FROM organization WHERE org_id = #{orgId}
UNION ALL
SELECT o.org_id, o.parent_org_id, a.depth + 1
FROM organization o JOIN ancestors a ON a.parent_org_id = o.org_id
)
SELECT org_id FROM ancestors ORDER BY depth
</select>
<insert id="insert" parameterType="com.ga.core.vo.org.OrganizationVO" useGeneratedKeys="true" keyProperty="orgId">
INSERT INTO organization (parent_org_id, org_name, org_type, org_level, region,
effective_from, effective_to, is_active, created_at, created_by)
+8 -1
View File
@@ -2,6 +2,10 @@ import { Routes, Route, Navigate } from 'react-router-dom';
import LoginPage from '@/pages/LoginPage';
import MainLayout from '@/layouts/MainLayout';
import Dashboard from '@/pages/Dashboard';
import AgentList from '@/pages/org/AgentList';
import ContractList from '@/pages/product/ContractList';
import RecruitLedger from '@/pages/ledger/RecruitLedger';
import SettleList from '@/pages/settle/SettleList';
function RequireAuth({ children }: { children: React.ReactNode }) {
const token = localStorage.getItem('accessToken');
@@ -14,7 +18,10 @@ export default function App() {
<Route path="/login" element={<LoginPage />} />
<Route path="/" element={<RequireAuth><MainLayout /></RequireAuth>}>
<Route index element={<Dashboard />} />
{/* TODO: 추가 페이지는 동적 라우팅으로 확장 */}
<Route path="org/agents" element={<AgentList />} />
<Route path="contracts" element={<ContractList />} />
<Route path="ledger/recruit" element={<RecruitLedger />} />
<Route path="settle" element={<SettleList />} />
</Route>
</Routes>
);
+50
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@@ -0,0 +1,50 @@
import api, { PageResponse, unwrap } from './request';
export interface AgentResp {
agentId: number;
agentName: string;
licenseNo?: string;
phone?: string;
email?: string;
status: string;
statusName?: string;
orgId?: number;
orgName?: string;
gradeId?: number;
gradeName?: string;
joinDate?: string;
contractCount?: number;
totalCommission?: number;
}
export interface AgentSearchParam {
pageNum?: number;
pageSize?: number;
searchKeyword?: string;
status?: string;
orgId?: number;
gradeId?: number;
}
export interface AgentSaveReq {
agentName: string;
orgId: number;
gradeId: number;
residentNo?: string;
licenseNo?: string;
phone?: string;
email?: string;
bankCode?: string;
accountNo?: string;
joinDate?: string;
}
export const agentApi = {
list: (p: AgentSearchParam) =>
unwrap<PageResponse<AgentResp>>(api.get('/api/agents', { params: p })),
detail: (id: number) => unwrap<AgentResp>(api.get(`/api/agents/${id}`)),
create: (req: AgentSaveReq) => unwrap<number>(api.post('/api/agents', req)),
update: (id: number, req: AgentSaveReq) => unwrap<void>(api.put(`/api/agents/${id}`, req)),
changeStatus: (id: number, status: string) =>
unwrap<void>(api.put(`/api/agents/${id}/status`, { status })),
};
+14
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@@ -0,0 +1,14 @@
import api, { unwrap } from './request';
export interface CommonCode {
codeId: number;
groupCode: string;
code: string;
codeName: string;
sortOrder: number;
}
export const codeApi = {
byGroup: (groupCode: string) =>
unwrap<CommonCode[]>(api.get(`/api/common/codes/${groupCode}`)),
};
+40
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@@ -0,0 +1,40 @@
import api, { PageResponse, unwrap } from './request';
export interface ContractResp {
contractId: number;
agentId: number;
agentName: string;
orgName?: string;
productCode?: string;
productName?: string;
companyCode?: string;
companyName?: string;
insuranceType?: string;
policyNo: string;
contractorName?: string;
insuredName?: string;
premium?: number;
payCycle?: string;
payCycleName?: string;
status: string;
statusName?: string;
contractDate: string;
}
export interface ContractSearchParam {
pageNum?: number;
pageSize?: number;
searchKeyword?: string;
agentId?: number;
companyId?: number;
insuranceType?: string;
status?: string;
startDate?: string;
endDate?: string;
}
export const contractApi = {
list: (p: ContractSearchParam) =>
unwrap<PageResponse<ContractResp>>(api.get('/api/contracts', { params: p })),
detail: (id: number) => unwrap<ContractResp>(api.get(`/api/contracts/${id}`)),
};
+47
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@@ -0,0 +1,47 @@
import api, { PageResponse, unwrap } from './request';
export interface LedgerResp {
ledgerId: number;
agentId: number;
agentName: string;
orgName?: string;
policyNo?: string;
contractorName?: string;
contractDate?: string;
companyCode?: string;
companyName?: string;
productCode?: string;
productName?: string;
insuranceType?: string;
premium?: number;
companyRate?: number;
companyAmount?: number;
payoutRate?: number;
agentAmount?: number;
taxAmount?: number;
reconcileStatus?: string;
settleMonth: string;
status: string;
statusName?: string;
}
export interface LedgerSearchParam {
pageNum?: number;
pageSize?: number;
settleMonth?: string;
agentId?: number;
orgId?: number;
companyCode?: string;
insuranceType?: string;
policyNo?: string;
searchKeyword?: string;
}
export const ledgerApi = {
recruit: (p: LedgerSearchParam) =>
unwrap<PageResponse<LedgerResp>>(api.get('/api/ledger/recruit', { params: p })),
maintain: (p: LedgerSearchParam) =>
unwrap<PageResponse<LedgerResp>>(api.get('/api/ledger/maintain', { params: p })),
exception: (p: LedgerSearchParam) =>
unwrap<PageResponse<unknown>>(api.get('/api/ledger/exception', { params: p })),
};
+66
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@@ -0,0 +1,66 @@
import api, { PageResponse, unwrap } from './request';
export interface SettleResp {
settleId: number;
agentId: number;
agentName: string;
orgName?: string;
gradeName?: string;
settleMonth: string;
recruitTotal?: number;
maintainTotal?: number;
exceptionPlus?: number;
exceptionMinus?: number;
overrideTotal?: number;
chargebackTotal?: number;
grossAmount?: number;
taxAmount?: number;
netAmount?: number;
status: string;
statusName?: string;
holdReason?: string;
}
export interface SettleSearchParam {
pageNum?: number;
pageSize?: number;
settleMonth?: string;
agentId?: number;
orgId?: number;
status?: string;
}
export const settleApi = {
list: (p: SettleSearchParam) =>
unwrap<PageResponse<SettleResp>>(api.get('/api/settle', { params: p })),
summary: (settleMonth: string) =>
unwrap<Record<string, number>>(api.get('/api/settle/summary', { params: { settleMonth } })),
orgSummary: (settleMonth: string) =>
unwrap<Array<Record<string, unknown>>>(api.get('/api/settle/org-summary', { params: { settleMonth } })),
confirm: (settleId: number) =>
unwrap<void>(api.put(`/api/settle/${settleId}/confirm`)),
hold: (settleId: number, reason: string) =>
unwrap<void>(api.put(`/api/settle/${settleId}/hold`, { reason })),
release: (settleId: number) =>
unwrap<void>(api.put(`/api/settle/${settleId}/release`)),
};
export interface BatchJobLog {
jobId: number;
jobName: string;
settleMonth?: string;
status: string;
currentStep?: string;
progressPct?: number;
errorMessage?: string;
startedAt?: string;
finishedAt?: string;
durationSec?: number;
}
export const batchApi = {
run: (settleMonth: string) =>
unwrap<number>(api.post('/api/batch/settlement/run', { settleMonth })),
status: () =>
unwrap<BatchJobLog>(api.get('/api/batch/status')),
};
@@ -0,0 +1,23 @@
import { Tag } from 'antd';
import { useCommonCodes } from '@/hooks/useCommonCodes';
interface Props {
groupCode: string;
value?: string;
}
const COLOR_MAP: Record<string, string> = {
ACTIVE: 'green', CONFIRMED: 'green', APPROVED: 'green', PAID: 'green', MATCHED: 'green', DONE: 'green',
PENDING: 'blue', CALCULATED: 'blue', SENT: 'blue',
HOLD: 'red', SUSPEND: 'red', REJECTED: 'red', FAIL: 'red', LAPSE: 'red', DIFF: 'red', LOCKED: 'red',
DRAFT: 'default', NEW: 'default', LEAVE: 'default', RETIRED: 'default',
};
export default function CodeBadge({ groupCode, value }: Props) {
const { data = [] } = useCommonCodes(groupCode);
if (!value) return null;
const code = data.find((c) => c.code === value);
const label = code?.codeName ?? value;
const color = COLOR_MAP[value] ?? 'default';
return <Tag color={color}>{label}</Tag>;
}
@@ -0,0 +1,17 @@
import { Select, SelectProps } from 'antd';
import { useCommonCodes } from '@/hooks/useCommonCodes';
interface Props extends Omit<SelectProps, 'options'> {
groupCode: string;
includeAll?: boolean;
allLabel?: string;
}
export default function CodeSelect({ groupCode, includeAll, allLabel = '전체', ...rest }: Props) {
const { data = [], isLoading } = useCommonCodes(groupCode);
const options = [
...(includeAll ? [{ value: '', label: allLabel }] : []),
...data.map((c) => ({ value: c.code, label: c.codeName })),
];
return <Select loading={isLoading} options={options} allowClear {...rest} />;
}
@@ -0,0 +1,36 @@
import { Button, ButtonProps, message } from 'antd';
import { DownloadOutlined } from '@ant-design/icons';
import api from '@/api/request';
interface Props extends Omit<ButtonProps, 'onClick'> {
url: string;
params?: Record<string, unknown>;
fileName: string;
}
/**
* 대용량 엑셀 다운로드. axios responseType=blob, content-disposition 무시하고 fileName 강제.
*/
export default function ExcelExportButton({ url, params, fileName, ...rest }: Props) {
const handleClick = async () => {
try {
const res = await api.get(url, { params, responseType: 'blob' });
const blob = new Blob([res.data], {
type: 'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet',
});
const link = document.createElement('a');
link.href = URL.createObjectURL(blob);
link.download = `${fileName}.xlsx`;
link.click();
URL.revokeObjectURL(link.href);
} catch {
message.error('엑셀 다운로드 실패');
}
};
return (
<Button icon={<DownloadOutlined />} onClick={handleClick} {...rest}>
{rest.children ?? '엑셀'}
</Button>
);
}
@@ -0,0 +1,20 @@
interface Props {
value?: number | string | null;
/** 양음 부호 표시 (true: +1,234 / -1,234) */
showSign?: boolean;
/** 소수점 자리 (default 0) */
fraction?: number;
}
export default function MoneyText({ value, showSign, fraction = 0 }: Props) {
if (value === null || value === undefined || value === '') return <span>-</span>;
const n = typeof value === 'string' ? Number(value) : value;
if (Number.isNaN(n)) return <span>-</span>;
const formatted = n.toLocaleString(undefined, {
minimumFractionDigits: fraction,
maximumFractionDigits: fraction,
});
const sign = n < 0 ? '' : showSign ? '+' : '';
const color = n < 0 ? '#cf1322' : n > 0 && showSign ? '#1677ff' : 'inherit';
return <span style={{ color, fontVariantNumeric: 'tabular-nums' }}>{sign}{formatted}</span>;
}
@@ -0,0 +1,23 @@
import { ReactNode } from 'react';
import { Typography } from 'antd';
const { Title } = Typography;
interface Props {
title: string;
extra?: ReactNode;
children: ReactNode;
}
export default function PageContainer({ title, extra, children }: Props) {
return (
<div>
<div style={{ display: 'flex', justifyContent: 'space-between', alignItems: 'center',
marginBottom: 16 }}>
<Title level={4} style={{ margin: 0 }}>{title}</Title>
{extra}
</div>
{children}
</div>
);
}
@@ -0,0 +1,21 @@
import { Button, ButtonProps } from 'antd';
import { usePermission } from '@/hooks/usePermission';
interface Props extends ButtonProps {
menuCode: string;
permCode: 'READ' | 'CREATE' | 'UPDATE' | 'DELETE' | 'APPROVE' | 'EXPORT';
}
/** 권한 없으면 렌더링 자체를 안 함 */
export default function PermissionButton({ menuCode, permCode, children, ...rest }: Props) {
const perms = usePermission(menuCode);
const allowed =
(permCode === 'READ' && perms.canRead) ||
(permCode === 'CREATE' && perms.canCreate) ||
(permCode === 'UPDATE' && perms.canUpdate) ||
(permCode === 'DELETE' && perms.canDelete) ||
(permCode === 'APPROVE' && perms.canApprove) ||
(permCode === 'EXPORT' && perms.canExport);
if (!allowed) return null;
return <Button {...rest}>{children}</Button>;
}
@@ -0,0 +1,90 @@
import { Button, Col, DatePicker, Form, Input, Row, Space } from 'antd';
import dayjs from 'dayjs';
import CodeSelect from './CodeSelect';
const { RangePicker } = DatePicker;
export interface SearchCondition {
type: 'text' | 'code' | 'dateRange' | 'month';
name: string;
label: string;
groupCode?: string; // type=code 일 때
placeholder?: string;
span?: number; // 24그리드 기준 너비 (default 6)
}
interface Props {
conditions: SearchCondition[];
initialValues?: Record<string, unknown>;
onSearch: (values: Record<string, unknown>) => void;
onReset?: () => void;
}
/**
* 조건 배열만 넘기면 자동 렌더링되는 검색 폼.
* dateRange → startDate/endDate 로 분해, month → settleMonth(yyyyMM)
*/
export default function SearchForm({ conditions, initialValues, onSearch, onReset }: Props) {
const [form] = Form.useForm();
const handleSearch = (raw: Record<string, unknown>) => {
const out: Record<string, unknown> = {};
for (const c of conditions) {
const v = raw[c.name];
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"></Button>
<Button onClick={handleReset}></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%' }} />;
}
}
+15
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@@ -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,
});
}
+45
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@@ -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>
);
}
+79
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@@ -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 }}>
</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>
);
}
+112
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@@ -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'}>
</PermissionButton>
<PermissionButton menuCode="SETTLE_LIST" permCode="APPROVE" size="small"
danger onClick={() => onHold(id)}
disabled={r.status === 'PAID'}>
</PermissionButton>
</Space>
),
},
]}
/>
</PageContainer>
);
}