用户体验优化1

08e9e2d3 · yuzhenWang · 634376d0 · 08e9e2d3 · 08e9e2d3 · 08e9e2d3
Commit 08e9e2d3 authored Apr 28, 2026 by yuzhenWang
17 changed files
--- a/src/api/financial/commission.js
+++ b/src/api/financial/commission.js
@@ -490,7 +490,6 @@ export function billBatchSave(data) {
  })
 }
 // 拆分出账查询-计算目标金额
 export function billCalculateToAmount(data) {
  return request({
@@ -508,3 +507,35 @@ export function CommissionExpectedChangeStatus(data) {
    data: data
  })
 }
+// 出账检核--分期出账
+export function billSplitApi(data) {
+  return request({
+    url: 'csf/api/fortune/split',
+    method: 'post',
+    data: data
+  })
+}
+//用保单查询结算汇率
+export function commissionExchangeRateApi(data) {
+  return request({
+    url: 'csf/api/commission/commission_exchange_rate',
+    method: 'post',
+    data: data
+  })
+}
+//出账检核--设置出账年月(单个)
+export function actualPayoutDateApi(data) {
+  return request({
+    url: 'csf/api/fortune/edit/actual_payout_date',
+    method: 'post',
+    data: data
+  })
+}
+//出账检核--修改结算汇率
+export function editExchangeRateApi(data) {
+  return request({
+    url: 'csf/api/fortune/edit/exchange_rate',
+    method: 'post',
+    data: data
+  })
+}
--- a/src/api/sign/policy.js
+++ b/src/api/sign/policy.js
@@ -139,3 +139,10 @@ export function addSinglePremiumRemittance(data) {
    data: data
  })
 }
+// 保单详情
+export function policyDetail(policyNo) {
+  return request({
+    url: `/csf/api/policy_follow/detail?policyNo=${policyNo}`,
+    method: 'get'
+  })
+}
--- a/src/api/sign/underwritingMain.js
+++ b/src/api/sign/underwritingMain.js
@@ -256,3 +256,4 @@ export function getProductList(data) {
    data: data
  })
 }
--- a/src/components/SearchForm/SearchForm.vue
+++ b/src/components/SearchForm/SearchForm.vue
--- a/src/components/Table/editTable.vue
+++ b/src/components/Table/editTable.vue
--- a/src/components/commonDialog/filePreviewDialog.vue
+++ b/src/components/commonDialog/filePreviewDialog.vue
+<template>
+  <el-dialog
+    v-model="dialogVisible"
+    :title="displayFileName"
+    width="70%"
+    :close-on-click-modal="false"
+    destroy-on-close
+    @close="handleClose"
+  >
+    <div class="preview-container">
+      <!-- 图片预览 -->
+      <div v-if="previewType === 'image'" class="preview-image-wrapper">
+        <img :src="previewUrl" class="preview-image" alt="预览图片" />
+      </div>
+      <!-- PDF 预览 -->
+      <iframe
+        v-else-if="previewType === 'pdf'"
+        :src="previewUrl"
+        class="preview-pdf"
+        frameborder="0"
+      ></iframe>
+      <!-- 不支持预览 -->
+      <div v-else-if="previewType === 'unsupported'" class="preview-unsupported">
+        <el-icon :size="48" color="#909399"><Document /></el-icon>
+        <p>暂不支持预览此类型文件</p>
+        <el-button type="primary" @click="handleClose">关闭</el-button>
+      </div>
+    </div>
+  </el-dialog>
+</template>
+<script setup lang="ts">
+import { computed, ref, watch } from 'vue'
+import { Document } from '@element-plus/icons-vue'
+// --- Props 定义 ---
+interface Props {
+  modelValue: boolean // 控制弹窗显示/隐藏（支持 v-model）
+  fileUrl: string // 文件 URL 或 Blob URL
+  fileName?: string // 文件名（用于弹窗标题及类型推断）
+  fileType?: 'image' | 'pdf' | 'unsupported' // 手动指定文件类型（可选）
+}
+const props = withDefaults(defineProps<Props>(), {
+  fileName: '文件预览',
+  fileType: undefined
+})
+// --- Emits 定义 ---
+const emit = defineEmits<{
+  (e: 'update:modelValue', value: boolean): void
+  (e: 'close'): void
+}>()
+// --- 内部状态 ---
+// 用于实际绑定到 img/iframe 的 URL，关闭时会清空
+const previewUrl = ref('')
+// 弹窗显示状态（双向绑定）
+const dialogVisible = computed({
+  get: () => props.modelValue,
+  set: val => emit('update:modelValue', val)
+})
+// 最终显示的标题
+const displayFileName = computed(() => props.fileName || '文件预览')
+// --- 文件类型推断 ---
+const previewType = computed<'image' | 'pdf' | 'unsupported'>(() => {
+  // 1. 若外部显式传入 fileType，优先使用
+  if (props.fileType) {
+    return props.fileType
+  }
+  // 2. 根据 fileUrl 或 fileName 的后缀名自动判断
+  const url = props.fileUrl || ''
+  const name = props.fileName || ''
+  const lowerUrl = url.toLowerCase()
+  const lowerName = name.toLowerCase()
+  const imageExts = ['.jpg', '.jpeg', '.png', '.gif', '.webp', '.bmp', '.svg']
+  const isImage = (str: string) => imageExts.some(ext => str.endsWith(ext))
+  const isPdf = (str: string) => str.endsWith('.pdf')
+  if (isImage(lowerUrl) || isImage(lowerName)) return 'image'
+  if (isPdf(lowerUrl) || isPdf(lowerName)) return 'pdf'
+  return 'unsupported'
+})
+// --- 同步外部 URL 到预览 URL ---
+// 当弹窗打开时，将 fileUrl 赋值给 previewUrl
+// 当弹窗关闭时，清空 previewUrl，释放资源
+watch(
+  () => props.modelValue,
+  visible => {
+    if (visible && props.fileUrl) {
+      previewUrl.value = props.fileUrl
+    } else if (!visible) {
+      previewUrl.value = ''
+    }
+  },
+  { immediate: true }
+)
+// 如果弹窗已打开但 fileUrl 发生变化（例如父组件动态修改），同步更新预览内容
+watch(
+  () => props.fileUrl,
+  newUrl => {
+    if (dialogVisible.value && newUrl) {
+      previewUrl.value = newUrl
+    }
+  }
+)
+// --- 关闭处理 ---
+const handleClose = () => {
+  dialogVisible.value = false // 关闭弹窗
+  previewUrl.value = '' // 清空预览地址
+  emit('close') // 通知父组件
+}
+</script>
+<style scoped>
+.preview-container {
+  width: 100%;
+  min-height: 400px;
+  display: flex;
+  justify-content: center;
+  align-items: center;
+}
+.preview-image-wrapper {
+  width: 100%;
+  text-align: center;
+}
+.preview-image {
+  max-width: 100%;
+  max-height: 70vh;
+  object-fit: contain;
+}
+.preview-pdf {
+  width: 100%;
+  height: 70vh;
+}
+.preview-unsupported {
+  text-align: center;
+  padding: 40px;
+}
+.preview-unsupported p {
+  margin: 20px 0;
+  color: #909399;
+}
+</style>
--- a/src/utils/validate.js
+++ b/src/utils/validate.js
@@ -597,7 +597,42 @@ export const validateIdCardSimple = (rule, value, callback) => {
  callback()
 }
+/**
+ * 英文姓名校验规则
+ */
+export const validateEnglish2 = (value) => {
+  if (!value) {
+    // 如果值为空且字段不是必填的，直接通过校验
+    return
+  }
+  // 1. 基本字符检查
+  if (!/^[A-Za-z\s\-'.]+$/.test(value)) {
+    return "包含非法字符，只允许英文字母、空格、-、'和."
+  }
+  // 2. 首字母大写检查
+  // if (!/^[A-Z]/.test(value)) {
+  //   return callback(new Error('名字应以大写字母开头'))
+  // }
+  // 3. 长度检查
+  if (value.length < 2) {
+    return '名字至少需要2个字符'
+  }
+  // 4. 连续特殊字符检查
+  if (/[\s\-'.]{2,}/.test(value)) {
+    return '不能连续使用特殊字符'
+  }
+  // 5. 开头或结尾不能是特殊字符
+  if (/^[\s\-'.]|[\s\-'.]$/.test(value.trim())) {
+    return '名字不能以特殊字符开头或结尾'
+  }
+  return ''
+}
 // 将身份证验证方法添加到默认导出对象中
 export default {
  validateEnglish,
@@ -605,5 +640,6 @@ export default {
  validatePhone,
  validateBMI,
  validateIdCard,
-  validateIdCardSimple
+  validateIdCardSimple,
+  validateEnglish2
 }
--- a/src/views/financialCenter/financialBilling.vue
+++ b/src/views/financialCenter/financialBilling.vue
--- a/src/views/financialCenter/financialIncome.vue
+++ b/src/views/financialCenter/financialIncome.vue
--- a/src/views/financialCenter/financialSalary.vue
+++ b/src/views/financialCenter/financialSalary.vue
@@ -42,6 +42,7 @@
          :border="true"
        >
          <el-table-column type="selection" width="55" :reserve-selection="true" />
+          <el-table-column prop="businessNo" label="业务编号" min-width="120" />
          <el-table-column prop="fortuneAccountBizId" label="业务ID" min-width="120" sortable />
          <el-table-column prop="broker" label="转介人" min-width="120" sortable />
          <el-table-column prop="team" label="所属团队" min-width="120" sortable />
@@ -62,11 +63,17 @@
              </el-tag>
            </template>
          </el-table-column>
-          <el-table-column
+          <!-- <el-table-column
            prop="fortuneAccountDate"
            label="出账日"
            min-width="150"
            show-overflow-tooltip
+          /> -->
+          <el-table-column
+            prop="fortuneAccountMonth"
+            label="出账月"
+            min-width="150"
+            show-overflow-tooltip
          />
          <!-- <el-table-column prop="remark" label="备注" min-width="150" show-overflow-tooltip /> -->
          <el-table-column fixed="right" label="操作" min-width="120">
@@ -174,8 +181,23 @@
          </template>
        </el-table-column>
        <el-table-column label="出账机构" prop="billOrg" width="150">
-          <template #default="scope">
+          <!-- <template #default="scope">
            <el-input v-model="scope.row.billOrg" placeholder="请输入" clearable />
+          </template> -->
+          <template #default="scope">
+            <el-select
+              v-model="scope.row.billOrg"
+              style="width: 100%"
+              placeholder="请选择"
+              clearable
+            >
+              <el-option
+                v-for="item in csf_bill_org"
+                :key="item.value"
+                :label="item.label"
+                :value="item.value"
+              />
+            </el-select>
          </template>
        </el-table-column>
        <el-table-column label="原币种金额" prop="fromAmount" width="150">
@@ -303,9 +325,9 @@
      :showAction="true"
      :showClose="true"
      @close="showSalarySetting = false"
-      @confirm = "salaryDataSetting"
+      @confirm="salaryDataSetting"
    >
-     <el-date-picker
+      <el-date-picker
        v-model="fortuneAccountDate"
        type="date"
        placeholder="选择薪资日"
@@ -341,7 +363,7 @@ import { debounce } from 'lodash-es'
 const amountInput = usePositiveDecimal(4) // 默认2位小数
 const { proxy } = getCurrentInstance()
-const { bx_currency_type } = proxy.useDict('bx_currency_type')
+const { bx_currency_type, csf_bill_org } = proxy.useDict('bx_currency_type', 'csf_bill_org')
 const searchFormRef = ref(null)
 const searchParams = ref({})
 const searchConfig = ref([
@@ -421,7 +443,7 @@ const debounceChangeToAmountMap = new WeakMap()
 // 表格操作菜单
 const dropdownItems = [
  { label: '拆分出账', value: 'splitBilling' },
-  { label: '设置出账日', value: 'settingSalaryDate' },
+  { label: '设置出账日', value: 'settingSalaryDate' }
  // { label: '查看记录', value: 'viewRecord' }
 ]
 //=============拆分出账开始================
@@ -684,30 +706,29 @@ const handleSelect = (e, row) => {
    billCurrentPage.value = 1
    billTableList.value = []
    getSplitTableList()
-  }else if(e==='settingSalaryDate'){
+  } else if (e === 'settingSalaryDate') {
    console.log('更新薪资数据')
-    fortuneAccountDate.value=  currentRow.value.fortuneAccountDate || ''
+    fortuneAccountDate.value = currentRow.value.fortuneAccountDate || ''
-    showSalarySetting.value = true;
+    showSalarySetting.value = true
  }
 }
-const salaryDataSetting = async (e)=>{
+const salaryDataSetting = async e => {
-  try{
+  try {
-      const params = {
+    const params = {
-        fortuneAccountBizId : currentRow.value.fortuneAccountBizId,
+      fortuneAccountBizId: currentRow.value.fortuneAccountBizId,
-        fortuneAccountDate:fortuneAccountDate.value
+      fortuneAccountDate: fortuneAccountDate.value
-      };
+    }
-      const response = await updatePolicyFortuneAccount(params)
+    const response = await updatePolicyFortuneAccount(params)
-      if(response.code==200){
+    if (response.code == 200) {
-        showSalarySetting.value = false;
+      showSalarySetting.value = false
-        ElMessage.success('修改成功')
+      ElMessage.success('修改成功')
-        getList()
+      getList()
-      }
+    }
-  }catch (error) {
+  } catch (error) {
    console.error('获取数据失败:', error)
    ElMessage.error('修改失败')
  }
 }
 // 分页事件
 const handleSizeChange = val => {

--- a/src/views/financialCenter/payables.vue
+++ b/src/views/financialCenter/payables.vue
--- a/src/views/financialCenter/payroll.vue
+++ b/src/views/financialCenter/payroll.vue
@@ -18,7 +18,7 @@
      </template>
    </CommonPage>
  </div>
 </template>
@@ -62,7 +62,8 @@ const searchConfig = ref([
 ])
 const tableColumns = ref([
-    { prop: 'salarySplitNo', label: '发放编号', sortable: true, width: '150',fixed:'left'},
+  { prop: 'salarySplitNo', label: '发放编号', sortable: true, width: '150', fixed: 'left' },
+    { prop: 'businessNo', label: '业务编号' , width: '150',fixed:'left'},
    { prop: 'brokerName', label: '转介人', sortable: true, width: '150',fixed:'left'},
    { prop: 'internalNumber', label: '内部编号', sortable: true, width: '150'},
    { prop: 'team', label: '所属团队', sortable: true, width: '150'},
@@ -151,7 +152,7 @@ const handleExport = async () => {
      startMonth:params.payoutMonth ? params.payoutMonth[0] : '',
      endMonth:params.payoutMonth ? params.payoutMonth[1] :'',
      payoutMonth:undefined,
    }
  const response = await exportPayRoll(params)
  if(response.data && response.data.url){
@@ -185,4 +186,4 @@ const operationBtnList = ref([
 </script>
 <style scoped></style>
\ No newline at end of file
--- a/src/views/financialCenter/receivables.vue
+++ b/src/views/financialCenter/receivables.vue
--- a/src/views/sign/FnaList/edit.vue
+++ b/src/views/sign/FnaList/edit.vue
@@ -12,7 +12,7 @@
                <span class="iconfont icon-yanqiweiwancheng"></span>
                <span
                  >{{ parseTime(processInfo.createTime) }} 由{{
-                    processInfo.userBizId || '--'
+                    processInfo.creatorName || '--'
                  }}创建</span
                >
              </div>
@@ -161,7 +161,7 @@ const processInfo = ref({
  fnaNo: '--',
  status: '未保存',
  createTime: proxy.parseTime(new Date()),
-  customerName: userStore.name
+  creatorName: userStore.name
 }) // 流程详情信息
 const updateStatus = ref(false)
 const dictTypeLists = ref([])
@@ -321,7 +321,7 @@ const getDictsData = async () => {
    projectBizId: userStore.projectInfo.projectBizId,
    tenantBizId: userStore.projectInfo.tenantBizId,
    fieldBizId: 'field_olk1qZe81qHHKXbw',
-    fieldValueBizId: 'field_value_yXzTigvgUdRMFpoR',
+    fieldValueBizId: 'field_value_yXzTigvgUdRMFpoR'
  }
  const response6 = await secondAdditonalList(params6)
  if (response6.code == 200) {
@@ -399,6 +399,9 @@ function getProcessInfo(fnaBizId, changeTab, currentTab) {
  getProcessDetail(fnaBizId).then(async res => {
    if (res.code == 200) {
      processInfo.value = res.data
+      if (!processInfo.value.creatorName) {
+        processInfo.value.creatorName = userStore.name
+      }
      tabsList.value.forEach(item => {
        if (res.data[item.key] && item.status) {
          item.status = '1'

--- a/src/views/sign/FnaList/index.vue
+++ b/src/views/sign/FnaList/index.vue
@@ -61,6 +61,16 @@
                </el-select>
              </el-form-item>
            </el-col>
+            <el-col :sm="12" :lg="6" :xs="24">
+              <el-form-item label="创建人" prop="creatorName">
+                <el-input
+                  v-model="queryParams.creatorName"
+                  placeholder="请输入创建人"
+                  clearable
+                  @keyup.enter="handleQuery"
+                />
+              </el-form-item>
+            </el-col>
          </el-row>
        </el-form>
      </template>
@@ -76,22 +86,26 @@
          max-height="380px"
        >
          <el-table-column type="index" width="100" label="序号" />
-          <el-table-column label="客户姓名" align="center" prop="customerName" width="180" > 
+          <el-table-column label="客户姓名" align="center" prop="customerName" width="180">
-          <template #default="scope">
+            <template #default="scope">
              <el-button link size="default">
-                <span @click="copyToClipboard(scope.row.customerName,'客户姓名')">{{ scope.row.customerName }}</span>
+                <span @click="copyToClipboard(scope.row.customerName, '客户姓名')">{{
+                  scope.row.customerName
+                }}</span>
              </el-button>
-          </template> 
+            </template>
-           </el-table-column>
+          </el-table-column>
-          <el-table-column label="中文姓名" align="center" prop="customerNameCn" width="180" >
+          <el-table-column label="中文姓名" align="center" prop="customerNameCn" width="180">
-              <template #default="scope">
+            <template #default="scope">
-                <el-button link size="default">
+              <el-button link size="default">
-                  <span @click="copyToClipboard(scope.row.customerNameCn,'中文姓名')">{{ scope.row.customerNameCn }}</span>
+                <span @click="copyToClipboard(scope.row.customerNameCn, '中文姓名')">{{
-                </el-button>
+                  scope.row.customerNameCn
-          </template> 
+                }}</span>
-           </el-table-column>
+              </el-button>
+            </template>
+          </el-table-column>
          <!-- <el-table-column label="状态" align="center" prop="status" width="100" :formatter="getDictLabel('csf_fna_status')"/> -->
-           <el-table-column label="流程状态" sortable align="center" prop="status" width="200">
+          <el-table-column label="流程状态" sortable align="center" prop="status" width="200">
            <template #default="scope">
              <span>{{ selectDictLabel(csf_fna_status, scope.row.status) }}</span>
            </template>
@@ -101,13 +115,16 @@
            align="center"
            prop="fnaNo"
            width="240"
-            show-overflow-tooltip>
+            show-overflow-tooltip
-           <template #default="scope">
+          >
+            <template #default="scope">
              <el-button link size="default">
-                <span @click="copyToClipboard(scope.row.fnaNo,'流程编号')">{{ scope.row.fnaNo }}</span>
+                <span @click="copyToClipboard(scope.row.fnaNo, '流程编号')">{{
+                  scope.row.fnaNo
+                }}</span>
              </el-button>
-          </template> 
+            </template>
-           </el-table-column>
+          </el-table-column>
          <el-table-column
            label="预约编号"
            align="center"
@@ -117,12 +134,14 @@
          >
            <template #default="scope">
              <el-button link size="default">
-                <span @click="copyToClipboard(scope.row.appointmentNo,'预约编号')">{{ scope.row.appointmentNo }}</span>
+                <span @click="copyToClipboard(scope.row.appointmentNo, '预约编号')">{{
+                  scope.row.appointmentNo
+                }}</span>
              </el-button>
-          </template> 
+            </template>
-        </el-table-column>
+          </el-table-column>
-          <!-- <el-table-column label="新单编号" align="center" prop="policyId" /> -->
          <el-table-column label="保单号" align="center" prop="policyNo" width="180" />
+          <el-table-column label="创建人" align="center" prop="creatorName" width="180" />
          <el-table-column label="创建时间" sortable align="center" prop="createTime" width="200">
            <template #default="scope">
@@ -181,7 +200,7 @@ import { getFnaList, deleteFna, subProcess } from '@/api/sign/fna'
 import useUserStore from '@/store/modules/user'
 import { MoreFilled, InfoFilled } from '@element-plus/icons-vue'
 import useDictStore from '@/store/modules/dict'
-import copyToClipboard from '@/utils/copyToClipboard'; 
+import copyToClipboard from '@/utils/copyToClipboard'
 const dictStore = useDictStore()
 const userStore = useUserStore()
 const router = useRouter()
@@ -395,7 +414,6 @@ function handleUpdate(row) {
 }
 getList()
 </script>
 <style lang="scss" scoped>
 .bottomBtn {

--- a/src/views/sign/policyReceipts/premiumRecon.vue
+++ b/src/views/sign/policyReceipts/premiumRecon.vue
--- a/src/views/sign/underwritingMain/index.vue
+++ b/src/views/sign/underwritingMain/index.vue