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yd-csf-front
Commit b9d3fa54 by Sweet Zhang
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修改新单跟进

parent a31dd98b
Showing with 105 additions and 429 deletions
src/router/index.js
......@@ -71,49 +71,6 @@ export const constantRoutes = [
}
]
}
// {
// path: '',
// component: Layout,
// redirect: '/index',
// children: [
// {
// path: '/index',
// component: () => import('@/views/index'),
// name: 'Index',
// meta: { title: '首页', icon: 'dashboard', affix: true }
// }
// ]
// },
// {
// path: '/user',
// component: Layout,
// hidden: true,
// redirect: 'noredirect',
// children: [
// {
// path: 'profile/:activeTab?',
// component: () => import('@/views/system/user/profile/index'),
// name: 'Profile',
// meta: { title: '个人中心', icon: 'user' }
// }
// ]
// },
// {
// path: '/tenant',
// component: Layout,
// meta: { title: '租户管理', icon: 'tree' },
// children: [
// {
// path: 'index',
// name: 'Tenant',
// component: () => import('@/views/system/tenant/index'),
// meta: {
// title: '租户管理',
// tagsView: true // 关键：启用标签页显示
// }
// }
// ]
// }
]
// 动态路由，基于用户权限动态去加载
......
src/views/sign/appointment/appointmentEdit.vue
......@@ -30,7 +30,7 @@
</div>
</div>
<div class="right">
<div v-if="appointmentSummeryInfo.status == '2'">
<div v-if="appointmentSummeryInfo.status == '2'" style="margin-right: 10px">
<el-button
v-if="pageSource !== 'policyList' && idsObj.appointmentBizId"
type="warning"
......@@ -525,7 +525,7 @@ const tabsList = ref([
// key: 'policyTransfer'
// },
{
label: '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
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: 10,
status: '0',
......
src/views/sign/underwritingMain/index.vue
......@@ -74,6 +74,7 @@
<PolicyDetail v-model="policyDetailFormData" :policyBizId="selectedRow.policyBizId" :mode="mode"
ref="policyDetailFormRef" @submit="onSubmit" @cancel="viewDetailDialogFlag = false"
v-if="viewDetailDialogFlag" />
</CommonDialog>
......
src/views/sign/underwritingMain/policyDetail.vue
......@@ -4,13 +4,17 @@
<el-form ref="formRef" :model="localData" label-width="120px" size="default">
<!-- Tabs -->
<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="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>
<el-tab-pane label="附件" name="attachment"></el-tab-pane>
<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="投保人" name="policyholder"></el-tab-pane>
<el-tab-pane label="受保人" name="insured"></el-tab-pane>
<el-tab-pane label="受益人" name="beneficiary"></el-tab-pane>
<el-tab-pane label="第二持有人" name="secondHolder"></el-tab-pane>
<el-tab-pane label="预约附件" name="appointmentAttachment"></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="relatedRecords"></el-tab-pane>
<el-tab-pane label="新单附件" name="policyAttachment"></el-tab-pane>
</el-tabs>
<!-- 基础信息 Tab 内容 -->
......@@ -24,7 +28,6 @@
v-model="basicInfoFormData"
/>
</div>
<!-- 保单信息 -->
<div class="section">
<h3 class="sectionTitle">保单信息</h3>
......@@ -36,58 +39,30 @@
</div>
</div>
<!-- 产品计划 Tab 内容 -->
<div v-else-if="activeTab === 'productPlan'" class="tab-content">
<!-- 基本计划 -->
<div class="section">
<h3 class="sectionTitle">基本计划</h3>
<SearchForm
ref="basicPlanFormRef"
:config="basicPlanFormConfig"
v-model="basicPlanFormData"
@selectChange="
(prop, value, item) => handleSelectChange(prop, value, item, 'basicPlan')
"
/>
</div>
<!-- 附加计划（可编辑表格） -->
<div class="section">
<h3 class="sectionTitle">附加计划</h3>
<EditableTable
v-model="localData.additionalPlans"
:row-config="additionalPlansConfig"
@batch-save="handleBatchSave"
:disabled="props.mode === 'viewDetail'"
/>
</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
ref="firstPremiumFormRef"
:config="firstPremiumFormConfig"
v-model="firstPremiumFormData"
<div v-else-if="activeTab === 'productPlan'" class="tab-content">
<ProductPlan
ref="productPlanRef"
:api-product-plan-info-dto="policyProductData"
:edit-status="!isEditing"
active-name="productPlan"
:ids-obj="{ appointmentBizId: null }"
page-source="policyList"
:father-tab-name="activeTab"
anchor-container=".el-tabs__content"
:affix-offset="60"
:tab-index="1"
/>
<h3 class="sectionTitle">首期对账信息</h3>
<el-table :data="firstPremiumTableData" border style="width: 100%">
<el-table-column
prop="createTime"
label="申请对账日期"
width="180"
:formatter="(row, col, val) => formatToDateTime(val, 'YYYY-MM-DD HH:mm:ss')"
/>
<el-table-column prop="reconciliationStatus" label="对账状态" width="180" />
<el-table-column prop="paymentMethod" label="缴费方式" width="180" />
<el-table-column prop="paymentAmount" label="汇款金额" width="180" />
<el-table-column prop="paymentCurrency" label="汇款币种" width="180" />
<el-table-column prop="recognizedAmount" label="认定金额" width="180" />
<el-table-column prop="recognizedCurrency" label="认定币种" width="180" />
</el-table>
</div>
</div>
<!-- 投保人 Tab 内容 -->
<div v-else-if="activeTab === 'policyholder'" class="tab-content"> </div>
<!-- 受保人 Tab 内容 -->
<div v-else-if="activeTab === 'insured'" class="tab-content"> </div>
<!-- 受益人 Tab 内容 -->
<div v-else-if="activeTab === 'beneficiary'" class="tab-content"> </div>
<!-- 第二持有人 Tab 内容 -->
<div v-else-if="activeTab === 'secondHolder'" class="tab-content"> </div>
<!-- 预约附件 Tab 内容 -->
<div v-else-if="activeTab === 'appointmentAttachment'" class="tab-content"> </div>
<!-- 介绍人 Tab 内容 -->
<div v-else-if="activeTab === 'introducer'" class="tab-content">
<!-- 签单信息 -->
......@@ -112,7 +87,7 @@
</div>
</div>
<!-- 关联记录 Tab 内容 -->
<div v-else-if="activeTab === 'related'" class="tab-content">
<div v-else-if="activeTab === 'relatedRecords'" class="tab-content">
<div class="section">
<h3 class="sectionTitle">关联记录</h3>
<el-table :data="relatedTableData" border style="width: 100%">
......@@ -136,7 +111,7 @@
</div>
</div>
<!-- 附件 Tab 内容 -->
<div v-else-if="activeTab === 'attachment'" class="tab-content">
<div v-else-if="activeTab === 'policyAttachment'" class="tab-content">
<div class="section">
<h3 class="sectionTitle">附件</h3>
<el-button
......@@ -228,6 +203,11 @@ import { loadDicts, getDictLabel } from '@/utils/useDict'
import { getNowTime, formatToDate, formatToDateTime } from '@/utils/date'
import EditableTable from '@/components/csf-common/EditableTable.vue'
import useUserStore from '@/store/modules/user'
// 引用预约界面的产品计划
import ProductPlan from '@/views/sign/appointment/components/productPlan.vue'
const productPlanRef = ref(null)
const policyProductData = ref({}) // 从 API 获取的保单产品计划数据
const isEditing = ref(false) // 控制整个页面编辑状态
const { proxy } = getCurrentInstance()
proxy.useDictLists([
......@@ -248,7 +228,6 @@ const fileUploadDialogFlag = ref(false)
const tabDirty = ref({
basic: false,
productPlan: false,
firstPayment: false,
introducer: false,
postal: false,
related: false,
......@@ -478,6 +457,23 @@ const policyInfoFormConfig = ref([
type: 'input',
prop: 'policyNo',
label: '保单号'
}, {
type: 'input',
prop: 'coolingOffDays',
label: '冷静期（天）',
inputType: 'decimal',
rules: [
{ pattern: /^\d+$/, message: '只能输入正整数', trigger: 'blur' },
{ required: true, message: '请填写冷静期', trigger: 'blur' }
]
},
{
type: 'date',
prop: 'coolingOffEndDate',
label: '冷静期到期日',
rules: [
{ required: true, message: '请填写冷静期到期日', trigger: 'blur' }
]
},
{
type: 'date',
......@@ -533,266 +529,27 @@ const policyInfoFormConfig = ref([
inputType: 'decimal',
rules: [{ pattern: /^\d+$/, message: '只能输入正整数', trigger: 'blur' }]
},
{
type: 'date',
prop: 'latestPaymentDate',
label: '最晚缴费日'
},
{
type: 'select',
prop: 'isJoin',
label: '是否参加递增保障权益',
dictType: 'sys_no_yes'
}
])
// 基本计划
const basicPlanFormRef = ref()
const basicPlanFormData = ref({})
const basicPlanFormConfig = ref([
{
type: 'select',
prop: 'insuranceCompanyBizId',
label: '保险公司',
api: '/insurance/base/api/insuranceCompany/page',
keywordField: 'queryContent',
requestParams: { pageNo: 1, pageSize: 500 },
placeholder: '输入保险公司名称搜索',
debounceWait: 500, // 自定义防抖时间
valueKey: 'insuranceCompanyBizId',
labelKey: 'fullName',
transform: res => {
return res?.data.records || []
},
onChangeExtraFields: {
insuranceCompany: 'fullName'
}
},
{
type: 'select',
prop: 'productCate',
label: '保险险种',
api: '/insurance/base/api/insuranceCategory/page',
keywordField: 'name',
requestParams: { pageNo: 1, pageSize: 20 },
placeholder: '输入保险险种名称搜索',
debounceWait: 500, // 自定义防抖时间
valueKey: 'insuranceCategoryBizId',
labelKey: 'name',
transform: res => {
return res?.data.records || []
},
onChangeExtraFields: {
insuranceCategoryCode: 'code'
}
},
{
type: 'select',
prop: 'productName',
label: '产品名称',
api: '/product/api/relProjectProductLaunch/parameter/page',
keywordField: 'productName',
requestParams: () => ({
tenantBizId: userStore.projectInfo.tenantBizId,
projectBizId: userStore.projectInfo.projectBizId,
fieldBizId: 'field_olk1qZe81qHHKXbw',
fieldValueBizId: 'field_value_uOfJH5ucA2YwJpbn',
// ✅ 确认这里用的是正确的字段（code 或 bizId）
categoryCodeList: [basicPlanFormData.value.insuranceCategoryCode || ''],
insuranceCompanyBizIdList: [basicPlanFormData.value.insuranceCompanyBizId || ''],
pageNo: 1,
pageSize: 20
}),
placeholder: '请选择产品名称',
debounceWait: 500,
valueKey: 'productName',
labelKey: 'productName',
transform: res => {
console.log('======子组件选择选项后，父组件接收的值 :', res?.data.records || [])
return res?.data.records || []
},
onChangeExtraFields: {
apiAttributeSettingDtoList: 'apiAttributeSettingDtoList',
productLaunchBizId: 'productLaunchBizId',
insuranceCategoryCode: 'code'
// 如果需要，也可以回填其他字段
}
},
{
type: 'select',
prop: 'paymentFrequency',
label: '付款频率',
dictType: 'csf_ap_frequency'
},
{
type: 'input',
prop: 'guaranteePeriod',
label: '保障期限'
},
{
type: 'input',
prop: 'sumInsured',
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',
dictType: 'bx_currency_type'
},
{
type: 'input',
prop: 'initialPremium',
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})?$/, message: '最多两位小数', trigger: 'blur' }
]
},
{
type: 'input',
prop: 'policyLevy',
label: '保单征费',
inputType: 'decimal',
decimalDigits: 2,
visible: formData => formData.commissionBizType == 'R',
rules: [
{ required: true, message: '请输入金额', trigger: 'blur' },
{ pattern: /^\d+(\.\d{1,2})?$/, message: '最多两位小数', trigger: 'blur' }
prop: 'policyType',
label: '保单类型',
options:[
{label:'纸质保单',value:2},
{label:'电子保单',value:1},
]
},
{
type: 'select',
prop: 'isPrepay',
label: '是否预缴',
dictType: 'sys_no_yes'
},
{
type: 'select',
prop: 'isTraceable',
label: '是否追溯',
dictType: 'sys_no_yes'
},
{
type: 'date',
prop: 'retroactiveDate',
label: '回溯日期'
},
{
type: 'select',
prop: 'initialPaymentMethod',
label: '首期付款方式',
dictType: 'csf_ap_first_issue'
},
{
type: 'select',
prop: 'renewalPaymentMethod',
label: '续期付款方式',
dictType: 'csf_ap_first_issue'
},
{
type: 'select',
prop: 'dividendDistributionMethod',
label: '红利付款方式',
dictType: 'csf_ap_dividend'
}
])
// 首期保费
const firstPremiumTableData = ref([])
const firstPremiumFormRef = ref()
const firstPremiumFormData = ref({})
const firstPremiumFormConfig = ref([
{
type: 'input',
prop: 'initialPremium',
label: '首期保费',
inputType: 'decimal',
decimalDigits: 2,
rules: [
{ required: true, message: '请输入金额', trigger: 'blur' },
{ pattern: /^\d+(\.\d{1,2})?$/, message: '最多两位小数', trigger: 'blur' }
]
},
{
type: 'input',
prop: 'policyLevy',
label: '保单征费',
inputType: 'decimal',
decimalDigits: 2,
rules: [
{ required: true, message: '请输入金额', trigger: 'blur' },
{ pattern: /^\d+(\.\d{1,2})?$/, message: '最多两位小数', trigger: 'blur' }
]
},
{
type: 'select',
prop: 'initialPaymentMethod',
label: '首期缴费方式',
dictType: 'csf_ap_first_issue'
},
{
type: 'input',
prop: 'initialPremiumPaid',
label: '首期已缴保费',
inputType: 'decimal',
decimalDigits: 2,
rules: [
{ required: true, message: '请输入金额', trigger: 'blur' },
{ pattern: /^\d+(\.\d{1,2})?$/, message: '最多两位小数', trigger: 'blur' }
]
},
{
type: 'input',
prop: 'initialPremiumDue',
label: '首期待缴保费',
inputType: 'decimal',
decimalDigits: 2,
rules: [
{ required: true, message: '请输入金额', trigger: 'blur' },
{ pattern: /^\d+(\.\d{1,2})?$/, message: '最多两位小数', trigger: 'blur' }
]
},
{
type: 'input',
prop: 'initialPremiumTotal',
label: '首期缴费总额',
inputType: 'decimal',
decimalDigits: 2,
rules: [
{ required: true, message: '请输入金额', trigger: 'blur' },
{ pattern: /^\d+(\.\d{1,2})?$/, message: '最多两位小数', trigger: 'blur' }
]
},
// {
// type: 'select',
// prop: 'initialPaymentStatus',
// label: '缴费状态',
// multiple: true,
// dictType: 'reconciliation_status'
// },
{
type: 'date',
prop: 'latestPaymentDate',
label: '最晚缴费日',
placeholder: '请选择'
},
{
type: 'input',
prop: 'initialPremiumDiscount',
label: '首期保费优惠金额',
inputType: 'decimal',
decimalDigits: 2,
rules: [
{ required: true, message: '请输入金额', trigger: 'blur' },
{ pattern: /^\d+(\.\d{1,2})?$/, message: '最多两位小数', trigger: 'blur' }
]
}
])
// 邮寄信息
const postalFormRef = ref(null)
......@@ -809,6 +566,11 @@ const postalFormConfig = ref([
prop: 'deliveryNo',
label: '快递单号',
visible: formData => formData.mailingMethod == '2'
},{
type: 'input',
prop: 'mailingItem',
label: '邮寄物品',
visible: formData => formData.mailingMethod == '2'
},
{
type: 'date',
......@@ -893,14 +655,6 @@ watch(
},
{ 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,
......@@ -909,14 +663,7 @@ watch(
},
{ 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,
......@@ -952,33 +699,27 @@ const getTabLabel = name => {
const labels = {
basic: '基础信息',
productPlan: '产品计划',
firstPayment: '首期缴费',
policyholder: '投保人',
insured: '受保人',
beneficiary: '受益人',
secondHolder: '第二持有人',
appointmentAttachment: '预约附件',
introducer: '介绍人',
postal: '邮寄信息',
related: '关联记录',
attachment: '附件'
relatedRecords: '关联记录',
policyAttachment: '新单附件'
}
return labels[name] || name
}
const handleTabClick = tab => {
if (tab.props.name === 'firstPayment') {
firstPremiumFormConfig.value = firstPremiumFormConfig
? applyViewMode(firstPremiumFormConfig.value, props.mode)
: []
if (!policyInfoFormData.value.policyNo) return
getPremiumReconciliationList(policyInfoFormData.value.policyNo)
} else if (tab.props.name === 'postal') {
if (tab.props.name === 'postal') {
postalFormConfig.value = postalFormConfig
? applyViewMode(postalFormConfig.value, props.mode)
: []
} else if (tab.props.name === 'related') {
} else if (tab.props.name === 'relatedRecords') {
getRelationRecord(newOrderData.value.fnaBizId)
} else if (tab.props.name === 'attachment') {
} else if (tab.props.name === 'policyAttachment') {
getAttachmentListDetail(newOrderData.value.policyBizId)
} else if (tab.props.name === 'productPlan') {
basicPlanFormConfig.value = basicPlanFormConfig
? applyViewMode(basicPlanFormConfig.value, props.mode)
: []
} else if (tab.props.name === 'introducer') {
// introducerConfig.value = introducerConfig ? applyViewMode(introducerConfig.value, props.mode) : []
} else if (tab.props.name === 'basic') {
......@@ -995,10 +736,7 @@ const handleSubmit = () => {
if (activeTab.value === 'postal') {
emit('submit', { ...postalFormData.value, activeTab: activeTab.value })
tabDirty.value.postal = false
} else if (activeTab.value === 'firstPayment') {
emit('submit', { ...firstPremiumFormData.value, activeTab: activeTab.value })
tabDirty.value.firstPayment = false
} else if (activeTab.value === 'attachment') {
} else if (activeTab.value === 'policyAttachment') {
emit('submit', { activeTab: activeTab.value })
tabDirty.value.attachment = false
} else if (activeTab.value === 'introducer') {
......@@ -1008,9 +746,9 @@ const handleSubmit = () => {
emit('submit', { ...basicInfoFormData.value, activeTab: activeTab.value, ...policyInfoFormData.value })
tabDirty.value.basic = false
} else if (activeTab.value === 'productPlan') {
emit('submit', { ...basicPlanFormData.value, activeTab: activeTab.value, ...localData.additionalPlans })
tabDirty.value.productPlan = false
}
emit('submit', { ...basicInfoFormData.value, activeTab: activeTab.value, ...policyInfoFormData.value })
tabDirty.value.basic = false
}
}
})
......@@ -1042,19 +780,25 @@ const getPolicyfollowDetail = () => {
}
getPolicyfollow(props.policyBizId).then(res => {
if (res.code === 200) {
console.log('====父组件在赋值basicPlanFormData前', basicPlanFormData.value)
newOrderData.value = res.data
policyInfoFormData.value = { ...transformToFormData(res.data, policyInfoFormConfig.value) }
basicPlanFormData.value = { ...transformToFormData(res.data, basicPlanFormConfig.value) }
basicInfoFormData.value = { ...transformToFormData(res.data, basicInfoFormConfig.value) }
firstPremiumFormData.value = {
...transformToFormData(res.data, firstPremiumFormConfig.value)
}
introducerTableData.value = res.data.brokerList || []
console.log('====父组件在赋值basicPlanFormData后', basicPlanFormData.value)
}
})
}
// 查询产品计划详情
const loadPolicyDetail = async () => {
policyProductData.value = {
policyBizId: 'POL_123',
productPlan: {
apiProductPlanMainInfoDto: { },
apiProductPlanAdditionalInfoDtoList: [ ]
},
}
// const res = await getPolicyFollowDetail(policyBizId)
// policyProductData.value = res.data.productPlan || {}
}
// 查询附件列表
const getAttachmentListDetail = policyBizId => {
......@@ -1114,19 +858,6 @@ const transformToFormData = (apiData, formConfig) => {
return formData
}
// 获取首期保费对账列表
const getPremiumReconciliationList = policyNo => {
const params = {
policyNo: policyNo,
pageNo: 1,
pageSize: 100
}
premiumReconciliationList(params).then(res => {
if (res.code === 200) {
firstPremiumTableData.value = res.data.records || []
}
})
}
// 获取关联流程记录
const getRelationRecord = fnaBizId => {
......@@ -1153,20 +884,7 @@ const viewRecordDetail = e => {
const handleSelectChange = async (prop, value, item, type) => {
await nextTick()
// console.log('======子组件选择选项后，父组件接收的值 :', basicPlanFormData.value)
if (type === 'basicPlan') {
const params = {
tenantBizId: userStore.projectInfo.tenantBizId,
projectBizId: userStore.projectInfo.projectBizId,
fieldBizId: 'field_olk1qZe81qHHKXbw',
fieldValueBizId: 'field_value_uOfJH5ucA2YwJpbn',
insuranceCompanyBizIdList: [basicPlanFormData.value.insuranceCompanyBizId],
categoryCodeList: [basicPlanFormData.value.insuranceCategoryCode],
pageNo: 1,
pageSize: 100
}
console.log('====父组件拿到值，去调用产品列表查询接口', params)
getProductLists(params)
}
}
// 获取产品列表
......
src/views/workbench/index.vue
......@@ -5,7 +5,7 @@
<el-col :sm="12" :lg="12" :xs="24">
<div class="headerLeft">
<div class="top">欢迎！</div>
<div class="bottom">王力群</div>
<div class="bottom">CSF</div>
</div>
</el-col>
<el-col :sm="12" :lg="12" :xs="24" class="right">
......
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