修复证件类型刷新后没有下拉选项，修复新单跟进无法保存，增加入账检核下载模板

902799a5 · Sweet Zhang · b1596447 · 902799a5 · 902799a5 · 902799a5
Commit 902799a5 authored Jan 26, 2026 by Sweet Zhang
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Showing with 146 additions and 131 deletions

src/views/financialCenter/financialIncome.vue
+8 -3

src/views/sign/FnaList/edit.vue
+106 -115

src/views/sign/underwritingMain/policyDetail.vue
+32 -13

No files found.
--- a/src/views/financialCenter/financialIncome.vue
+++ b/src/views/financialCenter/financialIncome.vue
@@ -182,7 +182,7 @@
            @click="fileUploadDialogFlag = true;">导入</el-button>
        </el-col>
        <el-col :xs="24" :sm="24" :md="3" :lg="3">
-          <el-button link type="primary">下载导入模板 </el-button>
+          <el-button type="primary" link @click="downloadTemplate">下载模板</el-button>
        </el-col>
      </el-row>
      <el-row :gutter="10">
@@ -303,8 +303,13 @@ import { loadDicts, getDictLabel } from '@/utils/useDict'
 const { proxy } = getCurrentInstance()
 const { csf_expected_commission_status } = proxy.useDict('csf_expected_commission_status')
 const { csf_commission_status } = proxy.useDict('csf_commission_status')
+const downloadTemplateUrl = 'https://yd-ali-oss.oss-cn-shanghai-finance-1-pub.aliyuncs.com/xlsx/2026/01/26/33f0637762144d58a256f5d8d3c2d2b6.xlsx'
+const downloadTemplate = () => {
+  const link = document.createElement('a')
+  link.href = downloadTemplateUrl // 注意：以 / 开头，指向 public 下的文件
+  link.download = '入账检核导入模板.xlsx' // 设置下载文件名
+  link.click() // 自动触发点击，无需 append 到 DOM（现代浏览器支持）
+}
 const formatRatio = (row, column, cellValue, index) => {
  if (cellValue == null || cellValue == '' || cellValue == 0) {
    return '-'

--- a/src/views/sign/FnaList/edit.vue
+++ b/src/views/sign/FnaList/edit.vue
@@ -10,110 +10,69 @@
              <div class="status">{{ processInfo.status || '--' }}</div>
              <div class="time">
                <span class="iconfont icon-yanqiweiwancheng"></span>
-                <span
+                <span>{{ parseTime(processInfo.createTime) }} 由{{
-                  >{{ parseTime(processInfo.createTime) }} 由{{
+                  processInfo.customerName || '--'
-                    processInfo.customerName || '--'
+                }}创建</span>
-                  }}创建</span
-                >
              </div>
            </div>
          </div>
        </div>
      </div>
      <div class="tabsBox">
-        <el-tabs
+        <el-tabs v-model="activeName" class="demo-tabs" :before-leave="beforeTabLeave" ref="tabPaneRef">
-          v-model="activeName"
+          <el-tab-pane v-for="(tab, tIndex) in tabsList" :key="tab.name" :label="tab.label" :name="tab.name">
-          class="demo-tabs"
-          :before-leave="beforeTabLeave"
-          ref="tabPaneRef"
-        >
-          <el-tab-pane
-            v-for="(tab, tIndex) in tabsList"
-            :key="tab.name"
-            :label="tab.label"
-            :name="tab.name"
-          >
            <!-- 注意tabPaneBox这个类名与子组件的锚点定位相关，不能轻易改动 -->
            <div :class="{ tabPaneBox: activeName !== 'appointment' }">
              <div v-if="tab.name === 'overview'" class="overviewBox">
-                <div
+                <div class="oneItem" v-for="item in tabsList.filter(item => item.id !== -1 && item.status)"
-                  class="oneItem"
+                  :key="item.id" @click="handleStep(item)">
-                  v-for="item in tabsList.filter(item => item.id !== -1 && item.status)"
+                  <div class="circle" :class="{
-                  :key="item.id"
+                    finfishCircle: item.status == '1',
-                  @click="handleStep(item)"
+                    unFinishCircle: item.status == '0'
-                >
+                  }">
-                  <div
+                    <el-icon v-if="item.status == '1'">
-                    class="circle"
+                      <Check />
-                    :class="{
+                    </el-icon>
-                      finfishCircle: item.status == '1',
-                      unFinishCircle: item.status == '0'
-                    }"
-                  >
-                    <el-icon v-if="item.status == '1'"><Check /></el-icon>
                    <span v-else>{{ item.id }}</span>
                  </div>
-                  <div
+                  <div class="title" :class="{
-                    class="title"
+                    finfishTitle: item.status == '1',
-                    :class="{
+                    unFinishTitle: item.status == '0'
-                      finfishTitle: item.status == '1',
+                  }">
-                      unFinishTitle: item.status == '0'
-                    }"
-                  >
                    {{ item.label }}
                  </div>
-                  <div
+                  <div class="status" :class="{
-                    class="status"
+                    finfishStatus: item.status == '1',
-                    :class="{
+                    unFinishStatus: item.status == '0'
-                      finfishStatus: item.status == '1',
+                  }">
-                      unFinishStatus: item.status == '0'
-                    }"
-                  >
                    {{ item.status == '1' ? '已完成' : '未完成' }}
                  </div>
                  <div class="operation">
-                    <el-icon class="editIcon" v-if="item.status == '0'"><EditPen /></el-icon>
+                    <el-icon class="editIcon" v-if="item.status == '0'">
-                    <div
+                      <EditPen />
-                      :class="{
+                    </el-icon>
-                        finfishOperation: item.status == '1',
+                    <div :class="{
-                        unFinishOperation: item.status == '0'
+                      finfishOperation: item.status == '1',
-                      }"
+                      unFinishOperation: item.status == '0'
-                    >
+                    }">
                      {{ item.status == '1' ? '点击查看详情' : '去填写' }}
                    </div>
                  </div>
                </div>
              </div>
-              <Customer
+              <Customer v-if="tab.name === 'customer'" :activeName="activeName"
-                v-if="tab.name === 'customer'"
+                :customerBizId="processInfo.customerBizId" @handleSuccess="handleSuccess"
-                :activeName="activeName"
+                :tabIndex="tabsList.findIndex(t => t.name === 'customer')" anchorContainer=".tabPaneBox"
-                :customerBizId="processInfo.customerBizId"
+                tabSource="customer" />
-                @handleSuccess="handleSuccess"
-                :tabIndex="tabsList.findIndex(t => t.name === 'customer')"
-                anchorContainer=".tabPaneBox"
-                tabSource="customer"
-              />
              <div v-if="tab.name === 'fnaform'">
-                <FanForm
+                <FanForm :activeName="activeName" :fnaFormBizId="processInfo.fnaFormBizId"
-                  :activeName="activeName"
+                  :customerBizId="processInfo.customerBizId" :dictTypeLists="dictTypeLists" :customerInfo="customerInfo"
-                  :fnaFormBizId="processInfo.fnaFormBizId"
+                  @handleSuccess="handleSuccess" :tabIndex="tabsList.findIndex(t => t.name === 'fnaform')"
-                  :customerBizId="processInfo.customerBizId"
+                  anchorContainer=".tabPaneBox" tabSource="fnaform" />
-                  :dictTypeLists="dictTypeLists"
-                  :customerInfo="customerInfo"
-                  @handleSuccess="handleSuccess"
-                  :tabIndex="tabsList.findIndex(t => t.name === 'fnaform')"
-                  anchorContainer=".tabPaneBox"
-                  tabSource="fnaform"
-                />
              </div>
              <div v-if="tab.name === 'appointment'">
-                <AppointmentEdit
+                <AppointmentEdit :embed="true" editStatus="add" :tabName="activeName" :processDetail="processInfo"
-                  :embed="true"
+                  @handleSuccess="handleSuccess" source="fnaList" />
-                  editStatus="add"
-                  :tabName="activeName"
-                  :processDetail="processInfo"
-                  @handleSuccess="handleSuccess"
-                  source="fnaList"
-                />
              </div>
              <div v-if="tab.name === 'newpolicy'">关联新单内容</div>
            </div>
@@ -339,38 +298,41 @@ const getDictsData = async () => {
    })
    dictStore.setAllInsuranceCompanyList(response9.data.records)
  }
-  // 请求每个流程中所涉及到的字典值数据
+  // 请求每个流程中所涉及到的字典值数据,如果缓存中有，则不再请求
-  // proxy.useDictLists([
+  if (dictStore.dictTypeLists.length == 0) {
-  //   'csf_employment',
+    proxy.useDictLists([
-  //   'sys_no_yes',
+      'csf_employment',
-  //   'bx_currency_type',
+      'sys_no_yes',
-  //   'csf_liquid_asset_type',
+      'bx_currency_type',
-  //   'csf_premium_funding_source',
+      'csf_liquid_asset_type',
-  //   'csf_customer_type',
+      'csf_premium_funding_source',
-  //   'csf_customer_title',
+      'csf_customer_type',
-  //   'sys_gender',
+      'csf_customer_title',
-  //   'csf_marriage',
+      'sys_gender',
-  //   'csf_education',
+      'csf_marriage',
-  //   'csf_id_type',
+      'csf_education',
-  //   'csf_ap_apply_type',
+      'csf_id_type',
-  //   'csf_ap_meeting_point',
+      'csf_ap_apply_type',
-  //   'csf_ap_first_issue',
+      'csf_ap_meeting_point',
-  //   'csf_ap_dividend',
+      'csf_ap_first_issue',
-  //   'csf_ap_frequency',
+      'csf_ap_dividend',
-  //   'csf_ap_rel',
+      'csf_ap_frequency',
-  //   'csf_ap_registration',
+      'csf_ap_rel',
-  //   'csf_ap_exercise',
+      'csf_ap_registration',
-  //   'csf_ap_risk',
+      'csf_ap_exercise',
-  //   'csf_ap_movie',
+      'csf_ap_risk',
-  //   'csf_ap_game',
+      'csf_ap_movie',
-  //   'wj_question_first_category',
+      'csf_ap_game',
-  //   'wj_question_second_category',
+      'wj_question_first_category',
-  //   'csf_ap_policy_transfer',
+      'wj_question_second_category',
-  //   'md_bank',
+      'csf_ap_policy_transfer',
-  //   'csf_property_type',
+      'md_bank',
-  //   'oss_data_type',
+      'csf_property_type',
-  //   'oss_data_person'
+      'oss_data_type',
-  // ])
+      'oss_data_person'
+    ])
+  }
 }
 // 更新流程
@@ -529,11 +491,12 @@ const handleSuccess = info => {
 getDictsData()
 </script>
 <style lang="scss" scoped>
- :deep(.el-card ) {
+:deep(.el-card) {
  border: none !important;
 }
- :deep(.el-input-group__append ),
- :deep(.el-input-group__prepend ) {
+:deep(.el-input-group__append),
+:deep(.el-input-group__prepend) {
  background-color: #fff !important;
 }
@@ -543,15 +506,18 @@ getDictsData()
  min-height: calc(100vh - 84.5px);
  padding: 20px;
  background-color: #f2f3f5;
  .cardHeader {
    display: flex;
    justify-content: space-between;
    align-items: center;
    margin-bottom: 20px;
    .left {
      display: flex;
      justify-content: flex-start;
      align-items: center;
      .iconBox {
        width: 40px;
        height: 40px;
@@ -561,17 +527,21 @@ getDictsData()
        text-align: center;
        padding: 5px;
      }
      .rightBox {
        margin-left: 10px;
        display: flex;
        flex-direction: column;
        .num {
          font-size: 14px;
        }
        .bottom {
          display: flex;
          align-items: center;
          margin-top: 3px;
          .status {
            font-size: 11px;
            color: #00b42a;
@@ -584,6 +554,7 @@ getDictsData()
          .time {
            font-size: 12px;
            color: #86909c;
            .icon-yanqiweiwancheng {
              margin-right: 5px;
              font-size: 12px;
@@ -593,6 +564,7 @@ getDictsData()
      }
    }
  }
  .tabsBox {
    .tabButton {
      box-shadow: 0 -1px 14px #00000014;
@@ -602,6 +574,7 @@ getDictsData()
      justify-content: flex-end;
      padding-right: 20px;
      padding-top: 20px;
      .sumbitBtn {
        display: flex;
        align-items: center;
@@ -611,6 +584,7 @@ getDictsData()
        background-color: #165dff;
        color: #fff;
        padding: 0 30px;
        .buttonIcon {
          font-size: 16px;
          color: #fff;
@@ -649,15 +623,18 @@ getDictsData()
  .tabPaneBox::-webkit-scrollbar-thumb:hover {
    background: #a8a8a8;
  }
  .overviewBox {
    display: flex;
    align-items: center;
    justify-content: space-between;
    .oneItem {
      display: flex;
      align-items: center;
      justify-content: center;
      flex-direction: column;
      .circle {
        width: 35px;
        height: 35px;
@@ -668,59 +645,73 @@ getDictsData()
        align-items: center;
        margin-bottom: 5px;
      }
      .el-icon {
        font-size: 16px;
        font-weight: 600;
      }
    }
    .finfishCircle {
      background-color: #e8f3ff;
      color: #165dff;
    }
    .todoCircle {
      background-color: #165dff;
      color: #fff;
    }
    .unFinishCircle {
      background-color: #f2f3f5;
      color: #4e5969;
    }
    .title {
      font-size: 14px;
      margin-bottom: 5px;
    }
    .finfishTitle {
      color: #1d2129;
      font-size: 14px;
    }
    .unFinishTitle {
      color: #4e5969;
      font-size: 13px;
    }
    .status {
      font-size: 12px;
      margin-bottom: 8px;
      color: #86909c;
    }
    .finfishStatus {
      color: #165dff;
    }
    .unFinishStatus {
      color: #4e5969;
    }
    .operation {
      display: flex;
      align-items: center;
      font-size: 12px;
      .editIcon {
        margin-right: 3px;
        color: #165dff;
        font-size: 12px;
      }
    }
    .finfishOperation {
      color: #4e5969;
    }
    .unFinishOperation {
      color: #165dff;
    }

--- a/src/views/sign/underwritingMain/policyDetail.vue
+++ b/src/views/sign/underwritingMain/policyDetail.vue
@@ -3,7 +3,7 @@
    <div class="form-page">
        <el-form ref="formRef" :model="localData" label-width="120px" size="default">
            <!-- Tabs -->
-            <el-tabs v-model="activeTab" @tab-click="handleTabClick" @before-leave="handleBeforeLeave">
+            <el-tabs v-model="activeTab" @tab-click="handleTabClick" :before-leave="handleBeforeLeave">
                <el-tab-pane label="基础信息" name="basic"></el-tab-pane>
                <el-tab-pane label="产品计划" name="productPlan"></el-tab-pane>
                <el-tab-pane label="首期缴费" name="firstPayment"></el-tab-pane>
@@ -751,7 +751,7 @@ onMounted(async () => {
        localData.value = { ...defaultFormData(), ...props.modelValue }
    }
    try {
        getPolicyfollowDetail()
    } catch (error) {
        console.error('字典加载失败', error)
@@ -763,20 +763,40 @@ onMounted(async () => {
    policyInfoFormConfig.value = policyInfoFormConfig ? applyViewMode(policyInfoFormConfig.value, props.mode) : []
 })
+// 监听基本信息（basic）
 watch(
-    () => ({
+    [
-        ...basicInfoFormData.value,
+        basicInfoFormData,
-        ...policyInfoFormData.value,
+        policyInfoFormData,
-        ...firstPremiumFormData.value,
+    ],
-        ...postalFormData.value,
-        ...basicPlanFormData.value
-    }),
    () => {
-        console.log('========父组件监听basicPlanFormData的变化', basicPlanFormData.value)
        tabDirty.value.basic = true
    },
    { deep: true }
 )
+// 监听首期保费（firstPayment）
+watch(
+    firstPremiumFormData,
+    () => {
+        tabDirty.value.firstPayment = true
+    },
+    { deep: true }
+)
+// 监听邮寄信息
+watch(
+    postalFormData,
+    () => {
+        tabDirty.value.postal = true
+    },
+    { deep: true })
+// 监听基本计划（productPlan）
+watch(
+    basicPlanFormData,
+    () => {
+        tabDirty.value.productPlan = true
+    },
+    { deep: true }
+)
 // ✅ 监听 localData 变化，emit 出去（用于 v-model）
 watch(
    () => localData.value,
@@ -793,11 +813,11 @@ const activeTab = ref('basic')
 // ✅ 新增：切换前确认
 // ========================
 const handleBeforeLeave = async (newTabName, oldTabName) => {
-    console.log('切换前确认', newTabName, oldTabName)
+    console.log('切换前确认-----------------------', newTabName, oldTabName)
    if (tabDirty.value[oldTabName]) {
        try {
            await ElMessageBox.confirm(
-                `“${getTabLabel(oldTabName)}” 有未保存的内容，确定要切换吗？`,
+                `“${getTabLabel(oldTabName)}” 未提交，确定要切换吗？`,
                '提示',
                {
                    confirmButtonText: '继续切换',
@@ -848,7 +868,6 @@ const handleSubmit = () => {
    formRef.value?.validate((valid) => {
        if (valid) {
            console.log('提交数据', introducerTableData.value)
-            savTabList.value.push(activeTab.value)
            if (activeTab.value === 'postal') {
                emit('submit', { ...postalFormData.value, activeTab: activeTab.value })
            } else if (activeTab.value === 'firstPayment') {