添加预计来佣和修改新单跟进状态

7623c5ef · yuzhenWang · 0421718f · 7623c5ef · 7623c5ef · 7623c5ef
Commit 7623c5ef authored Nov 07, 2025 by yuzhenWang
9 changed files
--- a/src/api/sign/underwritingMain.js
+++ b/src/api/sign/underwritingMain.js
@@ -134,3 +134,42 @@ export function delPolicyBeneficiary(policyBeneficiaryBizId) {
    method: 'delete'
  })
 }
+// 新单跟进的预计来佣列表
+export function getCommissionList(data) {
+  return request({
+    url: '/csf/api/CommissionExpected/list/page',
+    method: 'post',
+    data: data
+  })
+}
+// 新单跟进的预计来佣单个提交
+export function editSigalCommission(data) {
+  return request({
+    url: '/csf/api/CommissionExpected/update',
+    method: 'post',
+    data: data
+  })
+}
+// 新单跟进的预计来佣批量提交
+export function editMultipleCommission(data) {
+  return request({
+    url: '/csf/api/CommissionExpected/add',
+    method: 'post',
+    data: data
+  })
+}
+// 删除单个来佣
+export function delCommissionExpected(commissionExpectedBizId) {
+  return request({
+    url: '/csf/api/CommissionExpected/delete?commissionExpectedBizId=' + commissionExpectedBizId,
+    method: 'delete'
+  })
+}
+// 编辑新单跟进状态
+export function changePolicyStatus(data) {
+  return request({
+    url: '/csf/api/policy_follow/change_status',
+    method: 'post',
+    data: data
+  })
+}
--- a/src/formJson/commissionList.js
+++ b/src/formJson/commissionList.js
+const commissionList = [
+  // 转介人信息
+  {
+    fatherTitle: '预计来佣',
+    keyType: 'Array', //用于表单收集值时，判断是数组还是对象
+    showTable: true, //以table的形式展示
+    key: 'commissionList',
+    addFamilyChildren: true, //是否可以新增子级dom
+    fatherRequired: false, //父级必填,代表个人资料这个模块有必填项
+    data: [
+      // {
+      //   id: Date.now() + Math.floor(Math.random() * 1000), //唯一标识
+      //   brokerName: '',
+      //   team: '',
+      //   brokerRatio: '',
+      //   needProvide: '',
+      //   currency: '',
+      //   remark: ''
+      // }
+    ]
+  }
+]
+export default commissionList
--- a/src/views/sign/FnaList/index.vue
+++ b/src/views/sign/FnaList/index.vue
@@ -191,16 +191,7 @@ const handleCopy = row => {
      proxy.$modal.msgSuccess('生成副本成功')
    }
  })
-  // proxy.$modal
-  //   .confirm('是否确认复用' + row.customerName + '的FNA流程？')
-  //   .then(function () {
-  //     return subProcess({ fnaBizId: row.fnaBizId })
-  //   })
-  //   .then(() => {
-  //     getList()
-  //     proxy.$modal.msgSuccess('生成副本成功')
-  //   })
-  //   .catch(() => {})
 }
 const sortChange = ({ prop, order }) => {
  if (order == 'ascending') {

--- a/src/views/sign/appointment/appointmentEdit.vue
+++ b/src/views/sign/appointment/appointmentEdit.vue
@@ -44,7 +44,6 @@
        <el-row v-if="isEmbed">
          <el-col>
            <div class="topButtonBox">
-              <!-- -->
              <el-button
                v-if="idsObj.appointmentBizId && pageSource !== 'policyList'"
                type="primary"
@@ -237,6 +236,13 @@
                  :verifyPolicyInfo="policyDetailInfo.verifyPolicyInfo"
                />
              </div>
+              <div v-if="tab.name === 'expectedCommission'">
+                <ExpectedCommission
+                  :activeName="activeName"
+                  :policyBizId="route.query.policyBizId"
+                  :brokerList="policyDetailInfo.brokerList"
+                />
+              </div>
            </div>
          </el-tab-pane>
        </el-tabs>
@@ -290,6 +296,7 @@ import PolicyFileUpload from '@/views/sign/underwritingMain/components/fileUploa
 import PolicyBrokerInfo from '@/views/sign/underwritingMain/components/brokerInfo.vue' //新单跟进里的保单附件
 import PolicyMailing from '@/views/sign/underwritingMain/components/policyMailing.vue' //新单跟进里的保单附件
 import VerifyPolicyInfo from '@/views/sign/underwritingMain/components/verifyPolicyInfo.vue' //新单跟进里的保单附件
+import ExpectedCommission from '@/views/sign/underwritingMain/components/expectedCommission.vue' //新单跟进里的保单附件
 import useUserStore from '@/store/modules/user'
 import useDictStore from '@/store/modules/dict'
 import { getCustomerDetail } from '@/api/sign/fna'
@@ -307,7 +314,6 @@ import { ref, nextTick, onUnmounted } from 'vue'
 const emit = defineEmits(['handleSuccess'])
 const { proxy } = getCurrentInstance()
-// const { csf_ap_status } = proxy.useDict('csf_ap_status')
 const props = defineProps({
  embed: { type: Boolean, default: false }, //作为组件嵌入别的地方
  editStatus: { type: String, default: '' }, //作为组件嵌入别的地方
@@ -317,6 +323,7 @@ const props = defineProps({
  policyDetailInfo: { type: Object, default: () => ({}) }, //新单跟进传递关于保单的详情信息
  policyId: { type: Object, default: () => ({}) } //新单跟进传递的Id
 })
+// console.log();
 const userStore = useUserStore()
 const dictStore = useDictStore()
@@ -808,7 +815,7 @@ const tabHight = computed(() => {
  if (pageSource.value == 'fnaList') {
    return 'calc(100vh - 407px)'
  } else if (pageSource.value == 'policyList') {
-    return 'calc(100vh - 230px)'
+    return 'calc(100vh - 225px)'
  } else {
    return 'calc(100vh - 276px)'
  }
@@ -1005,107 +1012,113 @@ if (route.query.source == 'policyList') {
  isEmbed.value = route.query.embed
  tabsList.value = [
    {
+      label: '预计来佣',
+      name: 'expectedCommission',
+      id: 1,
+      key: 'expectedCommission'
+    },
+    {
      label: '保单信息',
      name: 'policyInfo',
-      id: 1,
+      id: 2,
      key: 'policyInfo'
    },
    {
      label: '保单附件',
      name: 'policyAccessories',
-      id: 2,
+      id: 3,
      key: 'policyAccessories'
    },
    {
      label: '转介人',
      name: 'policyBroker',
-      id: 3,
+      id: 4,
      key: 'policyBroker'
    },
    {
      label: '邮寄信息',
      name: 'policyMailing',
-      id: 4,
+      id: 5,
      key: 'policyMailing'
    },
    {
      label: '核保信息',
      name: 'verifyPolicyInfo',
-      id: 5,
+      id: 6,
      key: 'verifyPolicyInfo'
    },
    // {
    //   label: '新单事项',
    //   name: 'newpolicyTodo',
-    //   id: 6,
+    //   id: 7,
    //   key: 'newpolicyTodo'
    // },
    {
      label: '产品计划',
      name: 'productPlan',
-      id: 7,
+      id: 8,
      status: '0',
      key: 'planBizId'
    },
    {
      label: '投保人',
      name: 'policyholder',
-      id: 8,
+      id: 9,
      status: '0',
      key: 'policyholderBizId'
    },
    {
      label: '受保人',
      name: 'insurantInfo',
-      id: 9,
+      id: 10,
      status: '0',
      key: 'insurantBizId'
    },
    {
      label: '受益人',
      name: 'beneficiary',
-      id: 10,
+      id: 11,
      status: '0',
      key: 'beneficiaryBizId'
    },
    {
      label: '第二持有人',
      name: 'secondHolder',
-      id: 11,
+      id: 12,
      status: '0',
      key: 'secondHolderBizId'
    },
    {
      label: '健康信息', //后端还没加这个字段
      name: 'questionnaires',
-      id: 12,
+      id: 13,
      status: '0',
      key: 'questionnaireBizId'
    },
    // {
    //   label: '关联FNA',
    //   name: 'fna',
-    //   id: 13,
+    //   id: 14,
    //   status: '0',
    //   key: 'fnaBizId'
    // },
    {
      label: '转保声明',
      name: 'policyTransfer',
-      id: 14,
+      id: 15,
      status: '0',
      key: 'policyTransfer'
    },
    {
      label: '预约附件', //大提交的时候不用提交了，因为上传文件的时候已经入库了
      name: 'accessories',
-      id: 15,
+      id: 16,
      status: '0',
      key: 'fnaBizId'
    }
  ]
  nextTick(() => {
-    activeName.value = 'policyInfo'
+    activeName.value = 'expectedCommission'
  })
 }
 // 根据页面来源的不同控制tab项内模块小提交按钮的显示与否，也能证明是修改状态
@@ -1121,8 +1134,6 @@ const showSubmitBtn = computed(() => {
  }
 })
 onUnmounted(() => {
-  console.log('预约编辑页面完全销毁')
  // 彻底重置所有响应式数据
  submitAppointmentObj.value = {}
  appointmentSummeryInfo.value = {}

--- a/src/views/sign/underwritingMain/components/brokerInfo.vue
+++ b/src/views/sign/underwritingMain/components/brokerInfo.vue
@@ -22,6 +22,7 @@
            <el-row v-if="father.showTable">
              <el-table :data="father.data" border>
                <template v-if="father.key == 'brokerList'">
+                  <el-table-column type="index" width="60" label="序号" />
                  <el-table-column label="转介人比例" prop="brokerRatio" align="center">
                    <template #default="scope">
                      <el-input

--- a/src/views/sign/underwritingMain/components/expectedCommission.vue
+++ b/src/views/sign/underwritingMain/components/expectedCommission.vue
--- a/src/views/sign/underwritingMain/components/policyInfo.vue
+++ b/src/views/sign/underwritingMain/components/policyInfo.vue
@@ -567,7 +567,6 @@ watch(
    }
  }
 )
-processFormData()
 </script>
 <style lang="scss" scoped>
 .domEmpty {

--- a/src/views/sign/underwritingMain/followUpDetail.vue
+++ b/src/views/sign/underwritingMain/followUpDetail.vue
 <template>
  <div class="app-container">
-    <!-- <div>
-      <el-button type="primary" icon="Back" @click="handleBack" style="margin-bottom: 10px"
-        >返回</el-button
-      >
-    </div> -->
-    <!-- <el-card shadow="never">
-      <div class="tabsBox">
-        <el-tabs v-model="activeName" type="card" class="demo-tabs" :before-leave="beforeTabLeave">
-          <el-tab-pane v-for="tab in tabsList" :key="tab.name" :label="tab.label" :name="tab.name">
-            <div class="tabPaneBox">
-              <div v-if="tab.name === 'status'">新单状态</div>
-              <div v-if="tab.name === 'info'">
-                <PolicyInfo
-                  :activeName="activeName"
-                  :policyBizId="route.query.policyBizId"
-                  :dictTypeLists="dictTypeLists"
-                  :policyInfo="policyInfo"
-                />
-              </div>
-              <div v-if="tab.name === 'accessories'">
-                <FileUpload
-                  :activeName="activeName"
-                  :policyBizId="route.query.policyBizId"
-                />
-              </div>
-            </div>
-          </el-tab-pane>
-        </el-tabs>
-      </div>
-    </el-card> -->
    <AppointmentEdit
      source="policyList"
      :policyId="route.query"
@@ -45,11 +10,9 @@
 </template>
 <script setup name="FollowUpDetail">
 import AppointmentEdit from '@/views/sign/appointment/appointmentEdit'
-import { onUnmounted } from 'vue'
 import { getPolicyfollow, getPolicyInfo } from '@/api/sign/underwritingMain'
 import useUserStore from '@/store/modules/user'
 import useDictStore from '@/store/modules/dict'
-import { addFna, getProcessDetail, updateProcess, getCustomerDetail } from '@/api/sign/fna'
 import {
  listTenantUser,
  getInsuranceProductList,
@@ -57,53 +20,15 @@ import {
  getAllCompanys,
  getClientUser
 } from '@/api/common'
-import PolicyInfo from './components/policyInfo'
-import FileUpload from './components/fileUpload.vue'
-import { Check } from '@element-plus/icons-vue'
 import { ref } from 'vue'
 const userStore = useUserStore()
 const dictStore = useDictStore()
 const { proxy } = getCurrentInstance()
 const route = useRoute()
-const router = useRouter()
-const activeName = ref('status')
 const showTab = ref(false)
-const processInfo = ref({
-  fnaNo: '--',
-  status: '未保存',
-  createTime: proxy.parseTime(new Date()),
-  customerName: userStore.name
-}) // 流程详情信息
-const updateStatus = ref(false)
-const dictTypeLists = ref([])
-const customerInfo = ref({})
-const tabsList = ref([
-  {
-    label: '新单状态',
-    name: 'status',
-    id: 1,
-    status: '0',
-    key: 'customerBizId'
-  },
-  {
-    label: '新单信息',
-    name: 'info',
-    id: 2,
-    status: '0',
-    key: 'fnaFormBizId'
-  },
-  {
-    label: '新单附件',
-    name: 'accessories',
-    id: 3,
-    status: '0',
-    key: 'policyBizld'
-  }
-])
 const policyInfo = ref({}) //新单信息详情
-const policyStatusList = ref({}) //新单信息状态
-const { csf_fna_status } = proxy.useDict('csf_fna_status')
 // 获取各个流程所需要得字典数据
 const getDictsData = async () => {
  // 获取租户用户列表
@@ -228,6 +153,9 @@ const getPolicyDetail = () => {
          ...infoRes.data
        }
        showTab.value = true
+        // if (policyInfo.value.nextStatusList && policyInfo.value.nextStatusList.length > 0) {
+        // }
      }
    })
    .catch(error => {
@@ -235,130 +163,6 @@ const getPolicyDetail = () => {
      console.error('请求失败:', error)
    })
 }
-// 更新流程
-const processUpdate = (data, status) => {
-  updateProcess(data).then(res => {
-    if (res.code == 200) {
-      updateStatus.value = false
-      console.log('更新流程', res)
-      // 获取流程详情
-      getProcessInfo(data.fnaBizId, status)
-    }
-  })
-}
-// 获取流程详情
-function getProcessInfo(fnaBizId, changeTab) {
-  getProcessDetail(fnaBizId).then(res => {
-    if (res.code == 200) {
-      processInfo.value = res.data
-      tabsList.value.forEach(item => {
-        if (res.data[item.key] && item.status) {
-          item.status = '1'
-        } else {
-          item.status = '0'
-        }
-      })
-      csf_fna_status._object.csf_fna_status.forEach(item => {
-        if (item.value == res.data.status) {
-          processInfo.value.status = item.label
-        }
-      })
-      if (changeTab) {
-        activeName.value = changeTab
-      }
-    }
-  })
-}
-// Tab切换前的验证
-const beforeTabLeave = (activeTabName, oldTabName) => {
-  // if (processInfo.value.customerBizId) {
-  //   getCustomerInfo(processInfo.value.customerBizId)
-  // }
-  // // 如果切换到总览，始终允许
-  // if (activeTabName === 'overview' || activeTabName === 'customer') {
-  //   return true
-  // }
-  // // 获取当前要切换到的tab
-  // const targetTab = tabsList.value.find(tab => tab.name === activeTabName)
-  // // 如果目标tab不存在，阻止切换
-  // if (!targetTab) {
-  //   return false
-  // }
-  // // 检查前一项状态
-  // const prevTabIndex = tabsList.value.findIndex(tab => tab.name === activeTabName) - 1
-  // if (prevTabIndex >= 0) {
-  //   const prevTab = tabsList.value[prevTabIndex]
-  //   // 如果前一项存在且未完成，阻止切换
-  //   if (prevTab.status === '0') {
-  //     proxy.$modal.confirm(`请先填写${prevTab.label}`, { showCancel: '0', title: '填写提示' })
-  //     return false
-  //   }
-  // }
-  return true
-}
-const handleBack = () => {
-  router.go(-1)
-}
-// 获取客户详情
-function getCustomerInfo(customerBizId) {
-  getCustomerDetail(customerBizId).then(async res => {
-    if (res.code == 200) {
-      customerInfo.value = res.data
-    }
-  })
-}
-const handleSuccess = info => {
-  switch (info.tab) {
-    case 'customer':
-      if (info.type == 'add') {
-        //客户提交成功，更新流程
-        processUpdate({ fnaBizId: info.fnaBizId, customerBizId: info.customerBizId }, 'fnaform')
-      } else {
-        processUpdate({ fnaBizId: processInfo.value.fnaBizId, customerBizId: info.customerBizId })
-      }
-      getCustomerInfo(info.customerBizId)
-      break
-    case 'fnaform':
-      if (info.type == 'add') {
-        //客户提交成功，更新流程
-        processUpdate(
-          {
-            fnaBizId: processInfo.value.fnaBizId,
-            customerBizId: info.customerBizId,
-            fnaFormBizId: info.fnaFormBizId
-          },
-          'appointment'
-        )
-      } else {
-        processUpdate({
-          fnaBizId: processInfo.value.fnaBizId,
-          customerBizId: info.customerBizId,
-          fnaFormBizId: info.fnaFormBizId
-        })
-      }
-      break
-    case 'appointment':
-      if (info.type == 'add') {
-        getProcessInfo(processInfo.value.fnaBizId, 'newpolicy')
-      } else {
-      }
-      break
-    case 'newpolicy':
-      break
-    case 'policy':
-      break
-    default:
-      break
-  }
-}
 if (route.query.type == 'edit') {
  getPolicyDetail()
 }

--- a/src/views/sign/underwritingMain/index.vue
+++ b/src/views/sign/underwritingMain/index.vue
@@ -178,14 +178,9 @@
          <template #default="scope">
            <el-button text size="primary" @click="handleView(scope.row)"> 查看 </el-button>
            <el-button text size="primary" @click="handleStatus(scope.row)"> 跟进 </el-button>
-            <!-- <el-button
+            <el-button text type="warning" @click="handleEditStatus(scope.row)">
-              text
+              修改状态
-              size="default"
+            </el-button>
-              type="primary"
-              @click="handleEdit(scope.row)"
-            >
-              编辑
-            </el-button> -->
          </template>
        </el-table-column>
      </el-table>
@@ -213,6 +208,32 @@
      :policy-fortune-list="policyFortuneList"
      @close="handleDetailClose"
    />
+    <el-dialog title="修改新单状态" v-model="editStatus" width="500px" append-to-body>
+      <div style="height: 10vh">
+        <el-form>
+          <el-row>
+            <el-col :span="12">
+              <el-form-item label="状态">
+                <el-select v-model="form.status" placeholder="请选择">
+                  <el-option
+                    v-for="item in currentPolicyRow.nextStatusList"
+                    :label="item.itemLabel"
+                    :value="item.itemValue"
+                  />
+                </el-select>
+              </el-form-item>
+            </el-col>
+          </el-row>
+        </el-form>
+      </div>
+      <template #footer>
+        <div class="dialog-footer">
+          <el-button type="primary" @click="submitForm">确 定</el-button>
+          <el-button @click="canelEdit">取 消</el-button>
+        </div>
+      </template>
+    </el-dialog>
  </div>
 </template>
@@ -220,19 +241,50 @@
 import { ref, reactive, onMounted } from 'vue'
 import { ElMessage, ElMessageBox } from 'element-plus'
 import axios from 'axios'
-import { getPolicyFollowList, getExpectedCommissionList } from '@/api/sign/underwritingMain'
+import {
+  getPolicyFollowList,
+  getExpectedCommissionList,
+  changePolicyStatus
+} from '@/api/sign/underwritingMain'
 import { getToken } from '@/utils/auth'
 import { listType } from '@/api/system/dict/type'
 import date from '@/utils/date'
 import PolicyDetailDialog from '@/components/PolicyDetailDialog/index.vue'
 import { numberWithCommas } from '@/utils/index.js'
 import { getPolicyFortuneList } from '@/api/financial/commission'
+const { proxy } = getCurrentInstance()
 const router = useRouter()
 // 通过dictType=csf_policy_follow_status获取新单状态字典值,获取对象中的dictItemList
 const policyFollowStatusList = ref([])
 const commissionStatusList = ref([])
 const fortuneStatusList = ref([])
+const currentPolicyRow = ref({}) //当前保单
+const editStatus = ref(false) //新单信息状态
+const data = reactive({
+  form: {}
+})
+const { form } = toRefs(data)
+const canelEdit = () => {
+  editStatus.value = false
+  form.value = {}
+}
+// 修改新单状态
+const submitForm = () => {
+  let obj = {
+    policyBizId: currentPolicyRow.value.policyBizId,
+    status: form.value.status
+  }
+  changePolicyStatus(obj).then(response => {
+    if (response.code == 200) {
+      proxy.$modal.msgSuccess('新单状态修改成功')
+      editStatus.value = false
+      form.value = {}
+      fetchTableData()
+    }
+  })
+}
 const getLists = () => {
  listType({
    typeList: ['csf_policy_follow_status', 'csf_expected_commission_status', 'csf_fortune_status']
@@ -608,6 +660,10 @@ const handleStatus = row => {
    }
  })
 }
+const handleEditStatus = row => {
+  currentPolicyRow.value = JSON.parse(JSON.stringify(row))
+  editStatus.value = true
+}
 </script>
 <style scoped>