新单跟进对接

d10bafcd · Sweet Zhang · 0ba0e888 · d10bafcd · d10bafcd · d10bafcd
Commit d10bafcd authored Jan 14, 2026 by Sweet Zhang
5 changed files
--- a/src/api/financial/commission.js
+++ b/src/api/financial/commission.js
@@ -415,8 +415,7 @@ export function exportPayRecord(data) {
 // 入账检核重新比对
 export function compareCommissionEntry(data){
    return request({
-    url: '/csf/api/commission/compare',
+    url: '/csf/api/commission/compare?commissionBizId=' + data,
-    method: 'post',
+    method: 'get',
-    data: data
  })
 }
--- a/src/api/sign/underwritingMain.js
+++ b/src/api/sign/underwritingMain.js
@@ -27,7 +27,7 @@ export function updateToPolicyLib(data) {
    data: data
  })
 }
-// 更新新单跟进
+// 更新新单跟进-基本信息
 export function updatePolicyfollow(data) {
  return request({
    url: '/csf/api/policy_follow/update',
@@ -221,3 +221,29 @@ export function signName(data) {
    data: data
  })
 }
+// 保存首期缴费
+export function saveInitialPayment(data) {
+  return request({
+    url: '/csf/api/policy_follow/save_initial_payment',
+    method: 'post',
+    data: data
+  })
+}
+// 保存邮寄信息
+export function saveMailingInfo(data) {
+  return request({
+    url: '/csf/api/policy_follow/save_mailing_info',
+    method: 'post',
+    data: data
+  })
+}
+// 批量保存介绍人
+export function batchSaveBrokers(data) {
+  return request({
+    url: '/csf/api/policy_follow/batch_save_brokers',
+    method: 'post',
+    data: data
+  })
+}
--- a/src/views/financialCenter/financialIncome.vue
+++ b/src/views/financialCenter/financialIncome.vue
@@ -206,18 +206,19 @@
            <el-table-column prop="commissionName" label="入账项目" width="120" />
            <el-table-column prop="reconciliationCompany" label="对账公司" width="120" />
            <!-- <el-table-column prop="zip" label="入账状态" width="120" /> -->
-            <el-table-column fixed="right" label="操作" min-width="180">
+            <el-table-column fixed="right" label="操作" min-width="240">
              <template #default="{ row }">
-                <el-button type="primary" size="default" @click="compareCommissionEntryapi(row)">
+                <el-button type="primary" text size="small" @click="compareCommissionEntryapi(row)">
                  重新比对
                </el-button>
-                <el-button type="primary" size="default" @click="checkRecordEdit(row)">
+                <el-button type="primary" text size="small" @click="checkRecordEdit(row)">
                  修改
                </el-button>
                <el-popconfirm confirm-button-text="Yes" cancel-button-text="No" :icon="InfoFilled" icon-color="#626AEF"
                  title="确认要删除吗？" @confirm="deletePolicyCommissionApi(row)">
                  <template #reference>
-                    <el-button>删除</el-button>
+                    <el-button text type="danger" size="small">删除</el-button>
                  </template>
                </el-popconfirm>
              </template>
@@ -921,9 +922,7 @@ const closthDialog = () => {
 // 重新比对
 const compareCommissionEntryapi = async (row) => {
  try {
-    const res = await compareCommissionEntry({
+    const res = await compareCommissionEntry(row.commissionBizId)
-      commissionBizId: row.commissionBizId
-    })
    if (res.code === 200) {
      ElMessage.success('重新比对成功')
      checkRecordQuery()

--- a/src/views/sign/underwritingMain/index.vue
+++ b/src/views/sign/underwritingMain/index.vue
@@ -18,9 +18,9 @@
          </el-table-column>
          <el-table-column prop="appointmentNo" label="预约编号" width="200" sortable />
          <el-table-column prop="signDate" label="签单日" width="200" sortable />
-          <el-table-column prop="policyBizId" label="最晚缴费日" width="200" sortable />
+          <el-table-column prop="latestPaymentDate" label="最晚缴费日" width="200" sortable />
          <el-table-column prop="policyHolder" label="投保人" width="150" sortable />
-          <el-table-column prop="policyNo" label="受保人" width="150" sortable />
+          <el-table-column prop="insured" label="受保人" width="150" sortable />
          <el-table-column prop="insuranceCompany" label="保险公司" width="200" sortable />
          <el-table-column prop="productName" label="产品计划" width="200" sortable />
          <el-table-column prop="paymentTerm" label="缴费年期" width="120" sortable />
@@ -339,12 +339,11 @@ const mode = ref('viewDetail')
 const handleSelect = async (e, row) => {
  selectedRow.value = { ...row }
  mode.value = e
-  console.log(e, row)
  switch (e) {
    case 'viewDetail':
      // ElMessage.info('查看详情')
      viewDetailDialogFlag.value = true
-      // viewDetailFormData.value = JSON.parse(JSON.stringify(mockEditData))
+      policyDetailFormData.value = JSON.parse(JSON.stringify(selectedRow.value))
      // 赋值已有数据（深拷贝避免引用问题）
    // Object.assign(formData, JSON.parse(JSON.stringify(mockEditData)))
      break

--- a/src/views/sign/underwritingMain/policyDetail.vue
+++ b/src/views/sign/underwritingMain/policyDetail.vue
@@ -197,9 +197,10 @@
 </template>
 <script setup>
-import { ref, reactive, watch, nextTick } from 'vue'
+import { ref, reactive, watch, nextTick, onMounted } from 'vue'
 import SearchForm from '@/components/SearchForm/SearchForm.vue'
 import { Delete, Edit, Search, Share, Upload } from '@element-plus/icons-vue'
+import { getPolicyfollow, updatePolicyfollow, saveMailingInfo, batchSaveBrokers, saveInitialPayment } from '@/api/sign/underwritingMain'
 const basicInfoFormRef = ref()
 const basicInfoFormData = ref({})
 const basicInfoFormConfig = ref([
@@ -209,9 +210,26 @@ const basicInfoFormConfig = ref([
        label: '签单日',
    }, {
        type: 'select',
-        prop: 'currency',
+        prop: 'signerBizId',
        label: '签单员',
-        dictType: 'bx_currency_type',
+        api: '/insurance/base/api/userSignExpand/page',
+        keywordField: 'realName',
+        requestParams: { pageNo: 1, pageSize: 20 },
+        placeholder: '输入签单员姓名搜索',
+        debounceWait: 500, // 自定义防抖时间
+        onChangeExtraFields: {
+            signer: 'realName',// 自动同步 raw.name 到 reconciliationCompany
+        },
+        valueKey: 'userSignBizId',
+        labelKey: 'realName',
+        transform: (res) => {
+            console.log(res)
+            return res?.data.records || []
+        },
+        rules: [
+            { required: true, message: '请选择签单员', trigger: 'blur' },
+        ]
    }, {
        type: 'input',
        prop: 'policyNo',
@@ -219,7 +237,7 @@ const basicInfoFormConfig = ref([
    }, {
        type: 'select',
-        prop: 'currency',
+        prop: 'signLocation',
        label: '签单地点',
        dictType: 'bx_currency_type'
    },
@@ -231,8 +249,8 @@ const policyInfoFormRef = ref()
 const policyInfoFormData = ref({})
 const policyInfoFormConfig = ref([
    {
-        type: 'date',
+        type: 'input',
-        prop: 'endDate',
+        prop: 'policyNo',
        label: '保单号',
    }, {
        type: 'date',
@@ -240,7 +258,7 @@ const policyInfoFormConfig = ref([
        label: '保单生效日',
    }, {
        type: 'date',
-        prop: 'effectiveDate',
+        prop: 'policyExpirationDate',
        label: '保单截止日',
    }, {
        type: 'date',
@@ -248,36 +266,38 @@ const policyInfoFormConfig = ref([
        label: '保单核保日',
    }, {
        type: 'date',
-        prop: 'underwritingDate',
+        prop: 'receiptDate',
        label: '保单回执日',
    }, {
        type: 'select',
-        prop: 'paymentFrequency',
+        prop: 'receiptStatus',
        label: '回执状态',
+        dictType: 'receipt_status'
    }, {
        type: 'select',
-        prop: 'paymentFrequency',
+        prop: 'directPaymentEnabled',
        label: '是否开通直接支付',
    }, {
        type: 'input',
-        prop: 'insurer',
+        prop: 'policyHolder',
        label: '保单持有人',
    }, {
        type: 'input',
-        prop: 'insurer',
+        prop: 'insured',
        label: '保单受保人',
    }, {
-        type: 'select',
+        type: 'input',
-        prop: 'insuranceType',
+        prop: 'insuredAge',
        label: '受保人年龄',
    }, {
-        type: 'select',
+        type: 'input',
-        prop: 'paymentFrequency',
+        prop: 'gracePeriod',
        label: '宽限期',
    }, {
        type: 'select',
-        prop: 'paymentFrequency',
+        prop: 'isJoin',
        label: '是否参加递增保障权益',
+        dictType: 'sys_no_yes'
    },
 ])
@@ -287,68 +307,101 @@ const basicPlanFormData = ref({})
 const basicPlanFormConfig = ref([
    {
        type: 'select',
-        prop: 'paymentFrequency',
+        prop: 'insuranceCompanyBizIdList',
        label: '保险公司',
+        api: '/insurance/base/api/insuranceCompany/page',
+        keywordField: 'queryContent',
+        requestParams: { pageNo: 1, pageSize: 20 },
+        placeholder: '输入保险公司名称搜索',
+        debounceWait: 500, // 自定义防抖时间
+        multiple: true,
+        valueKey: 'insuranceCompanyBizId',
+        labelKey: 'abbreviation',
+        transform: (res) => {
+            console.log(res)
+            return res?.data.records || []
+        }
    }, {
        type: 'select',
        prop: 'paymentFrequency',
        label: '保险险种',
    }, {
        type: 'select',
-        prop: 'paymentFrequency',
+        prop: 'productName',
        label: '产品名称',
    }, {
        type: 'select',
        prop: 'paymentFrequency',
        label: '付款频率',
+        dictType: 'csf_ap_frequency'
    }, {
        type: 'select',
-        prop: 'paymentFrequency',
+        prop: 'guaranteePeriod',
        label: '保障期限',
    }, {
-        type: 'select',
+        type: 'input',
-        prop: 'paymentFrequency',
+        prop: 'sumInsured',
        label: '保额（重疾险）',
    }, {
        type: 'select',
-        prop: 'paymentFrequency',
+        prop: 'issueNumber',
        label: '供款期数',
    }, {
        type: 'select',
-        prop: 'paymentFrequency',
+        prop: 'policyCurrency',
        label: '保单币种',
+        dictType: 'bx_currency_type'
    }, {
-        type: 'select',
+        type: 'input',
-        prop: 'paymentFrequency',
+        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})?$/, message: '最多两位小数', trigger: 'blur' }
+        ]
    }, {
-        type: 'select',
+        type: 'input',
-        prop: 'paymentFrequency',
+        prop: 'policyLevy',
        label: '保单征费',
+        inputType: 'decimal',
+        decimalDigits: 2,
+        visible: (formData) => formData.commissionBizType == 'R',
+        rules: [
+            { required: true, message: '请输入金额', trigger: 'blur' },
+            { pattern: /^\d+(\.\d{1,2})?$/, message: '最多两位小数', trigger: 'blur' }
+        ]
    }, {
        type: 'select',
-        prop: 'paymentFrequency',
+        prop: 'isPrepay',
        label: '是否预缴',
+        dictType: 'sys_no_yes'
    }, {
        type: 'select',
-        prop: 'paymentFrequency',
+        prop: 'isTraceable',
        label: '是否追溯',
+        dictType: 'sys_no_yes'
    }, {
        type: 'select',
-        prop: 'paymentFrequency',
+        prop: 'retroactiveDate',
        label: '回溯日期',
    }, {
        type: 'select',
-        prop: 'paymentFrequency',
+        prop: 'initialPaymentMethod',
        label: '首期付款方式',
+        dictType: 'csf_ap_first_issue'
    }, {
        type: 'select',
-        prop: 'paymentFrequency',
+        prop: 'renewalPaymentMethod',
        label: '续期付款方式',
+        dictType: 'csf_ap_first_issue'
    }, {
        type: 'select',
-        prop: 'paymentFrequency',
+        prop: 'dividendPaymentMethod',
        label: '红利付款方式',
+        dictType: 'csf_ap_dividend'
    },
 ])
@@ -359,7 +412,7 @@ const firstPremiumFormData = ref({})
 const firstPremiumFormConfig = ref([
    {
        type: 'input',
-        prop: 'amount',
+        prop: 'initialPremium',
        label: '首期保费',
        inputType: 'decimal',
        decimalDigits: 2,
@@ -369,7 +422,7 @@ const firstPremiumFormConfig = ref([
        ]
    }, {
        type: 'input',
-        prop: 'amount',
+        prop: 'policyLevy',
        label: '保单征费',
        inputType: 'decimal',
        decimalDigits: 2,
@@ -379,12 +432,12 @@ const firstPremiumFormConfig = ref([
        ]
    }, {
        type: 'select',
-        prop: 'currency',
+        prop: 'initialPaymentMethod',
        label: '首期缴费方式',
-        dictType: 'bx_currency_type'
+        dictType: 'csf_ap_first_issue'
    }, {
        type: 'input',
-        prop: 'amount',
+        prop: 'initialPremiumPaid',
        label: '首期已缴保费',
        inputType: 'decimal',
        decimalDigits: 2,
@@ -394,7 +447,7 @@ const firstPremiumFormConfig = ref([
        ]
    }, {
        type: 'input',
-        prop: 'amount',
+        prop: 'initialPremiumDue',
        label: '首期待缴保费',
        inputType: 'decimal',
        decimalDigits: 2,
@@ -404,7 +457,7 @@ const firstPremiumFormConfig = ref([
        ]
    }, {
        type: 'input',
-        prop: 'amount',
+        prop: 'initialPremiumTotal',
        label: '首期缴费总额',
        inputType: 'decimal',
        decimalDigits: 2,
@@ -414,19 +467,25 @@ const firstPremiumFormConfig = ref([
        ]
    }, {
        type: 'select',
-        prop: 'statusList',
+        prop: 'initialPaymentStatus',
        label: '缴费状态',
        multiple: true,
        dictType: 'csf_fortune_status'
    }, {
        type: 'date',
-        prop: 'commissionDate',
+        prop: 'latestPaymentDate',
        label: '最晚缴费日',
        placeholder: '请选择'
    }, {
-        type: 'textarea',
+        type: 'input',
-        prop: 'policyNo',
+        prop: 'initialPremiumDiscount',
-        label: '首期保费优惠'
+        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})?$/, message: '最多两位小数', trigger: 'blur' }
+        ]
    },
 ])
@@ -436,24 +495,23 @@ const postalFormData = ref({})
 const postalFormConfig = ref([
    {
        type: 'input',
-        prop: 'postalCode',
+        prop: 'mailingMethod',
        label: '寄送方式',
+        dictType: 'csf_ap_mailing_method'
    }, {
        type: 'input',
-        prop: 'address',
+        prop: 'deliveryNo',
-        label: '快递单号',
+        label: '快递单号'
    }, {
        type: 'date',
-        prop: 'address',
+        prop: 'brokerSignDate',
        label: '我司签收日',
        rules: [
            { required: true, message: '请输入我司签收日', trigger: 'blur' }
        ]
    }, {
        type: 'date',
-        prop: 'address',
+        prop: 'customerSignDate',
        label: '客户签收日',
        rules: [
            { required: true, message: '请输入客户签收日', trigger: 'blur' }
@@ -478,18 +536,6 @@ const emit = defineEmits(['update:modelValue', 'submit', 'cancel'])
 // ===== 本地响应式数据 =====
 const defaultFormData = () => ({
-    signDate: '',
-    agentId: '',
-    location: '',
-    policyNo: '',
-    effectiveDate: '',
-    endDate: '',
-    underwritingDate: '',
-    insurer: '',
-    insuranceType: '',
-    productName: '',
-    paymentFrequency: '',
-    additionalPlans: []
 })
@@ -518,15 +564,7 @@ const activeTab = ref('basic')
 // ===== 添加附加险计划方法 =====
 const addAdditionalPlan = () => {
-    localData.additionalPlans.push({
+    localData.additionalPlans.push({})
-        product: '',
-        frequency: '',
-        term: '',
-        periods: '',
-        currency: '',
-        premium: '',
-        fee: ''
-    })
 }
 const deleteRow = (index) => {
@@ -563,6 +601,48 @@ watch(
    },
    { deep: true }
 )
+// 查询新单跟进详情
+//  /csf/api/policy_follow/get/vo?policyBizId=${policyBizId}
+const getPolicyfollowDetail = (policyBizId) => {
+    getPolicyfollow(policyBizId).then(res => {
+        if (res.code === 200) {
+            Object.assign(localData, defaultFormData(), 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);
+        }
+    })
+}
+// 组装表单数据
+const transformToFormData = (apiData, formConfig) => {
+    const formData = {};
+    // 遍历表单配置，逐个赋值
+    formConfig.forEach(item => {
+        const { prop } = item;
+        // 根据 prop 决定如何从 apiData 取值
+        switch (prop) {
+            case 'signLocation':
+                formData[prop] = apiData.signLocation || null;
+                break;
+            default:
+                // 如果 prop 和后端字段同名，可以直接赋值
+                formData[prop] = apiData[prop] ?? null;
+        }
+    });
+    return formData;
+}
+// 页面加载时调用
+onMounted(() => {
+    getPolicyfollowDetail(localData.value.policyBizId)
+})
 </script>
 <style scoped>
@@ -601,13 +681,14 @@ watch(
    background-color: #007bff;
    border-radius: 5px;
 }
 .section h5 {
    margin: 0 0 15px 0;
    font-size: 14px;
    line-height: 1;
    position: relative;
    background-color: rgba(0, 119, 238, 0.05);
-    color:#383838;
+    color: #383838;
    padding: 15px 10px;
    border-radius: 4px;
 }