Skip to content

Y
yd-csf-front
Commit 97043ef4 by Sweet Zhang
Options

新单跟进隐藏首期保费，全部放到产品计划

parent 6ceb53d7
Showing with 61 additions and 36 deletions
src/views/financialCenter/payables.vue
......@@ -215,23 +215,24 @@ const detailDialogVisible = ref(false)
// 应付明细列表
const payableReportListTableColumns = ref([
{ prop: 'fortuneBizType', label: '应付款类型', sortable: true, width: '120', formatter: (row) => getFortuneBizTypeLabel(row.fortuneBizType) || '-' },
{ prop: 'payableNo', label: '应付账款编号', sortable: true, width: '120', formatter: (row) => row.payableNo || '-' },
{ prop: 'policyNo', label: '保单号', sortable: true, width: '120', formatter: (row) => row.policyNo || '-' },
// { prop: 'fortuneBizType', label: '应付款类型', sortable: true, width: '120', formatter: (row) => getFortuneBizTypeLabel(row.fortuneBizType) || '-' },
// { prop: 'payableNo', label: '应付账款编号', sortable: true, width: '120', formatter: (row) => row.payableNo || '-' },
{ prop: 'policyNo', label: '保单号', sortable: true, width: '130', formatter: (row) => row.policyNo || '-' },
{ prop: 'broker', label: '转介人', sortable: true, width: '120', formatter: (row) => row.broker || '-' },
{ prop: 'fortuneName', label: '出账项目', sortable: true, width: '120', formatter: (row) => row.fortuneName || '-' },
{ prop: 'status', label: '出账状态', sortable: true, width: '120', formatter: (row) => getDictLabel('csf_expected_fortune_status', row.status) || '-' },
{ prop: 'currency', label: '出账币种', sortable: true, width: '120', formatter: (row) => row.currency || '-' },
{ prop: 'fortunePeriod', label: '出账期数', sortable: true, width: '120', formatter: (row) => row.fortunePeriod || '-' },
{ prop: 'fortuneTotalPeriod', label: '出账总期数', sortable: true, width: '120', formatter: (row) => row.fortuneTotalPeriod || '-' },
{ prop: 'currency', label: '出账币种', sortable: true, width: '100', formatter: (row) => row.currency || '-' },
{ prop: 'fortunePeriod', label: '出账期数', sortable: true, width: '100', formatter: (row) => row.fortunePeriod || '-' },
{ prop: 'fortuneTotalPeriod', label: '出账总期数', sortable: true, width: '100', formatter: (row) => row.fortuneTotalPeriod || '-' },
{ prop: 'payoutDate', label: '出账日（估）', sortable: true, width: '120', formatter: (row) => row.payoutDate || '-' },
{ prop: 'actualPayoutDate', label: '出账日（实）', sortable: true, width: '120', formatter: (row) => row.actualPayoutDate || '-' },
{ prop: 'commissionRatio', label: '出账比例', sortable: true, width: '120', formatter: (row) => (row.commissionRatio || 0) + '%' || '-' },
{ prop: 'amount', label: '应出账金额（估）', sortable: true, width: '120', formatter: (row) => formatCurrency(row.amount || 0) },
{ prop: 'commissionRatio', label: '发佣率(对应职级)', sortable: true, width: '120', formatter: (row) => (row.commissionRatio || 0) + '%' || '-' },
{ prop: 'hkdAmount', label: '应出账金额（估）', sortable: true, width: '120', formatter: (row) => formatCurrency(row.hkdAmount || 0) },
{ prop: 'paidRatio', label: '已出账比例', sortable: true, width: '120', formatter: (row) => (row.paidRatio || 0) + '%' || '-' },
{ prop: 'paidAmount', label: '已出账金额', sortable: true, width: '120', formatter: (row) => formatCurrency(row.paidAmount || 0) },
{ prop: 'unpaidRatio', label: '待出账比例', sortable: true, width: '120', formatter: (row) => (row.unpaidRatio || 0) + '%' || '-' },
{ prop: 'unpaidAmount', label: '待出账金额(估)', sortable: true, width: '120', formatter: (row) => formatCurrency(row.unpaidAmount || 0) },
{ prop: 'brokerRatio', label: '持有比例', sortable: true, width: '120', formatter: (row) => (row.brokerRatio || 0) + '%' || '-' },
{ prop: 'brokerRatio', label: '持有比例', sortable: true, width: '100', formatter: (row) => (row.brokerRatio || 0) + '%' || '-' },
{ prop: 'premium', label: '期交保费', sortable: true, width: '120', formatter: (row) => formatCurrency(row.premium || 0) },
{ prop: 'insuranceCompany', label: '保险公司', sortable: true, width: '120', formatter: (row) => row.insuranceCompany || '-' },
{ prop: 'productName', label: '产品计划', sortable: true, width: '120', formatter: (row) => row.productName || '-' },
......
src/views/financialCenter/receivables.vue
......@@ -32,7 +32,7 @@
<!-- 应收款管理列表 -->
<el-table :data="tableData" height="400" border highlight-current-row style="width: 100%"
v-loading="loading">
<el-table-column v-for="(column, index) in receivableReportTableColumns" :key="index"
<el-table-column v-for="(column, index) in receivableReportTableColumns" :key="index" :fixed="column.fixed"
:prop="column.prop" :label="column.label" :width="column.width" :sortable="column.sortable"
:formatter="column.formatter" />
<el-table-column fixed="right" label="操作" min-width="120">
......@@ -106,7 +106,7 @@
</div>
<el-table :data="receivableReportTableData" border style="width: 100%;margin-bottom: 10px;min-height: 300px;">
<el-table-column v-for="item in receivableReportItemTableColumns" :key="item.property" :prop="item.prop"
:label="item.label" :width="item.width" />
:label="item.label" :width="item.width" :formatter="item.formatter" />
<el-table-column fixed="right" label="操作" min-width="120">
<template #default="{ row }">
<el-popover placement="right" :width="200" trigger="click">
......@@ -744,13 +744,13 @@ onMounted(async () => {
}
})
// 格式化函数（每次渲染都会调用，所以能拿到最新字典）
const formatStatus = (row, column) => {
return getDictLabel('csf_expected_commission_status', column.status) // 实时查缓存
const formatStatus = (row,column) => {
return getDictLabel('csf_expected_commission_status', row.status) // 实时查缓存
}
const detailDialogVisible = ref(false)
const receivableReportTableData = ref([])
const receivableReportTableColumns = ref([
{ prop: 'policyNo', label: '保单号', sortable: true, width: '150', formatter: (row) => row.policyNo || '-' },
{ prop: 'policyNo', label: '保单号', sortable: true, width: '150',fixed:'left', formatter: (row) => row.policyNo || '-' },
{ prop: 'reconciliationCompany', label: '对账公司', sortable: true, width: '150', formatter: (row) => row.reconciliationCompany || '-' },
{ prop: 'commissionPeriod', label: '入账期数', sortable: true, width: '120', formatter: (row) => row.commissionPeriod || '-' },
{ prop: 'totalPeriod', label: '入账总期数', sortable: true, width: '120', formatter: (row) => row.totalPeriod || '-' },
......@@ -761,10 +761,10 @@ const receivableReportTableColumns = ref([
{ prop: 'paidAmount', label: '已入账金额HKD', sortable: true, width: '120', formatter: (row) => formatCurrency(row.paidAmount || 0) },
{ prop: 'unpaidRatio', label: '待入账比例', sortable: true, width: '120', formatter: (row) => (row.unpaidRatio || 0) + '%' || '-' },
{ prop: 'unpaidAmount', label: '待入账金额HKD', sortable: true, width: '120', formatter: (row) => formatCurrency(row.unpaidAmount || 0) },
{ prop: 'exchangeRate', label: '结算汇率（估）', sortable: true, width: '120', formatter: (row) => formatCurrency(row.exchangeRate || 0) },
{ prop: 'exchangeRate', label: '结算汇率（估）', sortable: true, width: '120'},
{ prop: 'insuranceCompany', label: '保险公司', sortable: true, width: '120', formatter: (row) => row.insuranceCompany || '-' },
{ prop: 'productName', label: '产品计划', sortable: true, width: '120', formatter: (row) => row.productName || '-' },
{ prop: 'premium', label: '期交保费', sortable: true, width: '120', formatter: (row) => row.productName || '-' },
{ prop: 'premium', label: '期交保费', sortable: true, width: '120', formatter: (row) => row.premium || '-' },
{ prop: 'policyCurrency', label: '保单币种', sortable: true, width: '120', formatter: (row) => row.policyCurrency || '-' },
])
const receivableReportItemTableColumns = ref([
......@@ -772,7 +772,7 @@ const receivableReportItemTableColumns = ref([
{ prop: 'receivableNo', label: '应收款编号', sortable: true, width: '150', formatter: (row) => row.receivableNo || '-' },
{ prop: 'policyNo', label: '保单号', sortable: true, width: '150', formatter: (row) => row.policyNo || '-' },
{ prop: 'reconciliationCompany', label: '对账公司', sortable: true, width: '150', formatter: (row) => row.reconciliationCompany || '-' },
{ prop: 'status', label: '入账状态', sortable: true, width: '120', formatter: (row) => formatStatus(row.status) || '-' },
{ prop: 'status', label: '入账状态', sortable: true, width: '120', formatter: (row) => formatStatus(row) || '-' },
{ prop: 'commissionPeriod', label: '入账期数', sortable: true, width: '120', formatter: (row) => row.commissionPeriod || '-' },
{ prop: 'totalPeriod', label: '入账总期数', sortable: true, width: '120', formatter: (row) => row.totalPeriod || '-' },
{ prop: 'commissionName', label: '入账项目', sortable: true, width: '130', formatter: (row) => row.commissionName || '-' },
......@@ -783,7 +783,7 @@ const receivableReportItemTableColumns = ref([
{ prop: 'paidAmount', label: '已入账金额', sortable: true, width: '120', formatter: (row) => formatCurrency(row.paidAmount || 0) },
{ prop: 'pendingRatio', label: '待入账比例', sortable: true, width: '120', formatter: (row) => (row.pendingRatio || 0) + '%' || '-' },
{ prop: 'pendingAmount', label: '待入账金额', sortable: true, width: '120', formatter: (row) => formatCurrency(row.pendingAmount || 0) },
{ prop: 'defaultExchangeRate', label: '结算汇率（估）', sortable: true, width: '120', formatter: (row) => formatCurrency(row.defaultExchangeRate || 0) },
{ prop: 'defaultExchangeRate', label: '结算汇率（估）', sortable: true, width: '120'},
{ prop: 'insuranceCompany', label: '保险公司', sortable: true, width: '120', formatter: (row) => row.insuranceCompany || '-' },
{ prop: 'productName', label: '产品计划', sortable: true, width: '120', formatter: (row) => row.productName || '-' },
{ prop: 'premium', label: '期交保费', sortable: true, width: '120', formatter: (row) => formatCurrency(row.premium || 0) },
......
src/views/sign/underwritingMain/index.vue
......@@ -45,7 +45,7 @@
</CommonPage>
<!-- 弹窗-->
<CommonDialog dialogTitle='修改状态' dialogWidth='80%' :openDialog=editStatusDialogFlag :showAction='true'
:showClose='true' @close='editStatusDialogFlag = false' @confirm='handleEditStatusSubmit'>
:showClose='true' @close='editStatusDialogFlag = false' @confirm='handleEditStatusSubmit' v-loading="statusLoading">
<SearchForm ref="editStatusFormRef" :config="editStatusFormConfig" v-model="editStatusFormData" />
</CommonDialog>
......@@ -94,7 +94,7 @@ import {
getExpectedCommissionList,
changePolicyStatus,
policyFollowReport,
saveMailingInfo, updatePolicyfollow, batchSaveBrokers, saveInitialPayment
saveMailingInfo, updatePolicyfollow, batchSaveBrokers, saveInitialPayment,updatePolicyProduct
} from '@/api/sign/underwritingMain'
import PolicyDetail from './policyDetail.vue'
......@@ -106,6 +106,7 @@ const currentPage = ref(1)
const pageSize = ref(10)
const pageTotal = ref(0)
const loading = ref(false)
const statusLoading = ref(false)
// 搜索表单数据
const searchFormData = reactive({})
const selectedRow = ref(null)
......@@ -140,6 +141,7 @@ const viewRelatedDetail = (row) => {
}
// 提交修改状态
const handleEditStatusSubmit = async () => {
statusLoading.value = true;
try {
await editStatusFormRef.value.validate()
const res = await changePolicyStatus({
......@@ -147,13 +149,16 @@ const handleEditStatusSubmit = async () => {
...editStatusFormData.value
})
if (res.code === 200) {
statusLoading.value = false;
ElMessage.success('修改状态成功')
editStatusDialogFlag.value = false
loadTableData()
} else {
statusLoading.value = false;
ElMessage.error(res.msg || '修改状态失败')
}
} catch (error) {
statusLoading.value = false;
console.error('修改状态失败', error)
}
}
......@@ -178,7 +183,7 @@ const onSubmit = async (data) => {
} else {
ElMessage.error(res.msg || '保存邮寄信息失败')
}
} else if (data.activeTab === 'basic' || data.activeTab === 'productPlan') {
} else if (data.activeTab === 'basic') {
params = {
policyBizId: selectedRow.value.policyBizId,
...data,
......@@ -192,6 +197,20 @@ const onSubmit = async (data) => {
} else {
ElMessage.error(res.msg || (data.activeTab === 'basic' ? '保存基本信息失败' : '保存产品计划失败'))
}
} else if (data.activeTab === 'productPlan') {
params = {
policyBizId: selectedRow.value.policyBizId,
...data,
activeTab: undefined
}
const res = await updatePolicyProduct(params)
if (res.code === 200) {
ElMessage.success('保存产品计划成功')
loadTableData()
// viewDetailDialogFlag.value = false
} else {
ElMessage.error(res.msg || ('保存产品计划失败'))
}
} else if (data.activeTab === 'introducer') {
params = {
policyBizId: selectedRow.value.policyBizId,
......
src/views/sign/underwritingMain/policyDetail.vue
......@@ -6,7 +6,7 @@
<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>
<!-- <el-tab-pane label="首期缴费" name="firstPayment"></el-tab-pane> -->
<el-tab-pane label="介绍人" name="introducer"></el-tab-pane>
<el-tab-pane label="邮寄信息" name="postal"></el-tab-pane>
<el-tab-pane label="关联记录" name="related"></el-tab-pane>
......@@ -51,7 +51,7 @@
</div>
<!-- 附加计划（可编辑表格） -->
<div class="section">
<!-- <div class="section">
<h3 class="sectionTitle">附加计划</h3>
<EditableTable
v-model="localData.additionalPlans"
......@@ -59,11 +59,10 @@
@batch-save="handleBatchSave"
:disabled="props.mode === 'viewDetail'"
/>
</div>
</div> -->
</div>
<!-- 首期缴费 Tab 内容 -->
<div v-else-if="activeTab === 'firstPayment'" class="tab-content">
<!-- 签单信息 -->
<div class="section">
<h3 class="sectionTitle">缴费信息</h3>
<SearchForm
......@@ -613,11 +612,11 @@ const basicPlanFormConfig = ref([
{
type: 'select',
prop: 'productCate',
label: '保险险种',
label: '保险种类',
api: '/insurance/base/api/insuranceCategory/page',
keywordField: 'name',
requestParams: { pageNo: 1, pageSize: 20 },
placeholder: '输入保险险种名称搜索',
placeholder: '输入保险种类名称搜索',
debounceWait: 500, // 自定义防抖时间
valueKey: 'insuranceCategoryBizId',
labelKey: 'name',
......@@ -668,6 +667,12 @@ const basicPlanFormConfig = ref([
},
{
type: 'input',
prop: 'issueNumber',
label: '供款期数',
inputType: 'decimal'
},
{
type: 'input',
prop: 'guaranteePeriod',
label: '保障期限'
},
......@@ -677,12 +682,6 @@ const basicPlanFormConfig = ref([
label: '保额（重疾险）'
},
{
type: 'input',
prop: 'issueNumber',
label: '供款期数',
inputType: 'decimal'
},
{
type: 'select',
prop: 'policyCurrency',
label: '保单币种',
......@@ -694,7 +693,6 @@ const basicPlanFormConfig = ref([
label: '每期保费',
inputType: 'decimal',
decimalDigits: 2,
visible: formData => formData.commissionBizType == 'R',
rules: [
{ required: true, message: '请输入金额', trigger: 'blur' },
{ pattern: /^\d+(\.\d{1,2})?$/, message: '最多两位小数', trigger: 'blur' }
......@@ -706,7 +704,6 @@ const basicPlanFormConfig = ref([
label: '保单征费',
inputType: 'decimal',
decimalDigits: 2,
visible: formData => formData.commissionBizType == 'R',
rules: [
{ required: true, message: '请输入金额', trigger: 'blur' },
{ pattern: /^\d+(\.\d{1,2})?$/, message: '最多两位小数', trigger: 'blur' }
......@@ -719,6 +716,13 @@ const basicPlanFormConfig = ref([
dictType: 'sys_no_yes'
},
{
type: 'input',
prop: 'prepaymentPeriod',
label: '预缴年期',
inputType: 'decimal',
visible: formData => formData.isPrepay == '1'
},
{
type: 'select',
prop: 'isTraceable',
label: '是否追溯',
......@@ -727,7 +731,8 @@ const basicPlanFormConfig = ref([
{
type: 'date',
prop: 'retroactiveDate',
label: '回溯日期'
label: '回溯日期',
visible: formData => formData.isTraceable == '1'
},
{
type: 'select',
......
Markdown is supported
0% or
You are about to add 0 people to the discussion. Proceed with caution.
Finish editing this message first!
Please register or to comment