Merge branch 'test' into 'feature-20250827wyz-写业务'

Test See merge request !73

Merge branch 'test' into 'feature-20250827wyz-写业务'
Test See merge request !73
f59a3091 · yuzhenWang · 896b2ebf · c7fa0242 · f59a3091 · f59a3091
Commit f59a3091 authored Mar 09, 2026 by yuzhenWang
14 changed files
--- a/src/components/SearchForm/SearchForm.vue
+++ b/src/components/SearchForm/SearchForm.vue
@@ -579,7 +579,7 @@ async function loadRemoteOptionsForInit(item) {
 // ==================== 加载远程 API 选项（首次 focus 时加载，无搜索词） ====================
 async function loadRemoteOptions(item) {
  const { prop, api, requestParams, keywordField, debounceWait, ...rest } = item
-  if (!api || remoteOptions.value[prop]?.length > 0) return
+  if (!api ) return
  try {
    remoteLoading.value[prop] = true
@@ -728,6 +728,43 @@ defineExpose({
    })
    localModel.value = { ...resetData }
    nextTick(() => formRef.value?.clearValidate())
+  },
+   // ✅ 新增：强制刷新某个字段的远程选项
+async refreshRemoteOptions(targetProp) {
+    console.log(`[SearchForm] 收到刷新请求: ${targetProp}`)
+    // 1. 查找配置项
+    const item = internalConfig.value.find(i => i.prop === targetProp)
+    if (!item) {
+      console.warn(`[SearchForm] 未找到 prop 为 ${targetProp} 的配置项`)
+      return
+    }
+    if (item.type !== 'select' || !item.api) {
+      console.warn(`[SearchForm] 字段 ${targetProp} 不是远程 Select 或没有 API`)
+      return
+    }
+    console.log(`[SearchForm] 开始强制加载 ${targetProp} 的数据，API: ${item.api}`)
+    // 2. 关键：在调用前，先清空旧数据，防止子组件内部的 "已加载则跳过" 逻辑生效
+    // 如果你的 loadRemoteOptions 里有 "if (remoteOptions.value[prop]?.length > 0) return"
+    // 这里必须先清空
+    remoteOptions.value[targetProp] = [] 
+    remoteLoading.value[targetProp] = true // 手动开启 loading
+    try {
+      // 3. 调用内部加载函数
+      // 注意：直接调用 loadRemoteOptions，它会读取最新的 requestParams
+      await loadRemoteOptions(item)
+      console.log(`[SearchForm] ${targetProp} 加载完成`)
+    } catch (error) {
+      console.error(`[SearchForm] ${targetProp} 加载失败`, error)
+      throw error
+    } finally {
+      remoteLoading.value[targetProp] = false
+    }
  }
 })
 </script>

--- a/src/formJson/fnaForm.js
+++ b/src/formJson/fnaForm.js
 const fnaForm = [
  // 介绍人信息
-  {
+  // {
-    fatherTitle: '转介人信息',
+  //   fatherTitle: '转介人信息',
-    keyType: 'Array',
+  //   keyType: 'Array',
-    key: 'brokerList',
+  //   key: 'brokerList',
-    anchorKey: 'brokerList',
+  //   anchorKey: 'brokerList',
-    moudleType: 'brokerList',
+  //   moudleType: 'brokerList',
-    dataLength: 1,
+  //   dataLength: 1,
-    showMoudle: true,
+  //   showMoudle: true,
-    showTable: true,
+  //   showTable: true,
-    addChildren: true,
+  //   addChildren: true,
-    addChildrenTxt: '转介人',
+  //   addChildrenTxt: '转介人',
-    fatherRequired: false,
+  //   fatherRequired: false,
-    isOpen: false,
+  //   isOpen: false,
-    // 新增表格列配置
+  //   // 新增表格列配置
-    columns: [
+  //   columns: [
-      {
+  //     {
-        label: '姓名',
+  //       label: '姓名',
-        prop: 'brokerName',
+  //       prop: 'brokerName',
-        type: 'remoteSelect',
+  //       type: 'remoteSelect',
-        searchType: 'brokerName',
+  //       searchType: 'brokerName',
-        placeholder: '请输入关键词搜索',
+  //       placeholder: '请输入关键词搜索',
-        required: false
+  //       required: false
-      },
+  //     },
-      {
+  //     {
-        label: '性别',
+  //       label: '性别',
-        prop: 'brokerGender',
+  //       prop: 'brokerGender',
-        type: 'select',
+  //       type: 'select',
-        dictType: 'sys_gender',
+  //       dictType: 'sys_gender',
-        placeholder: '请选择',
+  //       placeholder: '请选择',
-        required: false
+  //       required: false
-      },
+  //     },
-      {
+  //     {
-        label: '内部编号',
+  //       label: '内部编号',
-        prop: 'brokerNumber',
+  //       prop: 'brokerNumber',
-        type: 'input',
+  //       type: 'input',
-        placeholder: '请输入',
+  //       placeholder: '请输入',
-        required: false
+  //       required: false
-      },
+  //     },
-      {
+  //     {
-        label: '所属团队',
+  //       label: '所属团队',
-        prop: 'brokerTeam',
+  //       prop: 'brokerTeam',
-        type: 'remoteSelect',
+  //       type: 'remoteSelect',
-        searchType: 'brokerTeam',
+  //       searchType: 'brokerTeam',
-        placeholder: '请输入关键词搜索',
+  //       placeholder: '请输入关键词搜索',
-        required: false
+  //       required: false
-      },
+  //     },
-      {
+  //     {
-        label: '分配比例',
+  //       label: '分配比例',
-        prop: 'brokerRatio',
+  //       prop: 'brokerRatio',
-        type: 'inputNumber',
+  //       type: 'inputNumber',
-        placeholder: '请输入',
+  //       placeholder: '请输入',
-        required: true
+  //       required: true
-      },
+  //     },
-      {
+  //     {
-        label: '备注',
+  //       label: '备注',
-        prop: 'remark',
+  //       prop: 'remark',
-        type: 'input',
+  //       type: 'input',
-        placeholder: '请输入',
+  //       placeholder: '请输入',
-        required: false
+  //       required: false
-      }
+  //     }
-    ],
+  //   ],
-    data: [
+  //   data: [
-      // {
+  //     // {
-      //   brokerName: '',
+  //     //   brokerName: '',
-      //   brokerGender: '',
+  //     //   brokerGender: '',
-      //   brokerNumber: '',
+  //     //   brokerNumber: '',
-      //   brokerTeam: '',
+  //     //   brokerTeam: '',
-      //   brokerRatio: '',
+  //     //   brokerRatio: '',
-      //   remark: ''
+  //     //   remark: ''
-      // }
+  //     // }
-    ]
+  //   ]
-  },
+  // },
  // 受供养人信息
  {
    fatherTitle: '受供养人信息',

--- a/src/formJson/productPlan.js
+++ b/src/formJson/productPlan.js
@@ -9,6 +9,20 @@ const productPlan = [
    fatherRequired: true, //父级必填,代表个人资料这个模块有必填项
    data: [
      {
+        label: '出单经纪公司',
+        key: 'reconciliationCompanyName',
+        domType: 'SearchSelect',
+        required: false,
+        maxLength: 30,
+        disabled: false,
+        placeholder: '请输入',
+        show: true,
+        labelWidth: '120px', //标签宽度
+        sm: 12, //栅格布局份数
+        labelPosition: 'top', //标签的位置
+        lg: 8 //栅格布局份数
+      },
+      {
        label: '保险公司',
        key: 'companyName',
        domType: 'SearchSelect',
@@ -253,20 +267,6 @@ const productPlan = [
        lg: 8 //栅格布局份数
      },
      {
-        label: '出单经纪公司',
-        key: 'reconciliationCompanyName',
-        domType: 'SearchSelect',
-        required: false,
-        maxLength: 30,
-        disabled: false,
-        placeholder: '请输入',
-        show: true,
-        labelWidth: '120px', //标签宽度
-        sm: 12, //栅格布局份数
-        labelPosition: 'top', //标签的位置
-        lg: 8 //栅格布局份数
-      },
-      {
        label: '保单额度(重疾)',
        key: 'sumInsured',
        domType: 'Input',

--- a/src/utils/copyToClipboard.js
+++ b/src/utils/copyToClipboard.js
+import { ElMessage } from 'element-plus'
+export function copyToClipboard(text) {
+  // 方案1：使用现代 Clipboard API
+  if (navigator.clipboard && navigator.clipboard.writeText) {
+    return navigator.clipboard.writeText(text).catch((err) => {
+      console.error('Clipboard API 写入失败：', err);
+       ElMessage.error('复制失败')
+      // 降级到传统方案
+      fallbackCopyText(text);
+    });
+  } 
+  // 方案2：降级使用传统方法
+  else {
+    fallbackCopyText(text);
+  }
+}
+// 传统复制方法
+function fallbackCopyText(text, typeName = '内容') {
+  const textarea = document.createElement('textarea');
+  textarea.value = text;
+  textarea.style.position = 'fixed';
+  textarea.style.opacity = '0';
+  document.body.appendChild(textarea);
+  try {
+    textarea.select();
+    textarea.setSelectionRange(0, 99999); // 对于移动设备
+    document.execCommand('copy');
+    console.log('传统方法复制成功');
+     ElMessage.success(`${typeName}已复制`)
+  } catch (err) {
+    console.error('传统方法复制失败：', err)
+     ElMessage.error('复制失败');
+  } finally {
+    document.body.removeChild(textarea);
+  }
+}
+export default {
+  copyToClipboard
+}
--- a/src/views/financialCenter/financialIncome.vue
+++ b/src/views/financialCenter/financialIncome.vue
@@ -615,10 +615,10 @@ const addCheckRecordConfig = ref([
    prop: 'exchangeRate',
    label: '结算汇率（实)',
    inputType: 'decimal',
-    decimalDigits: 2,
+    decimalDigits: 4,
    rules: [
      { required: true, message: '请输入金额', trigger: 'blur' },
-      { pattern: /^\d+(\.\d{1,2})?$/, message: '最多两位小数', trigger: 'blur' }
+      { pattern: /^\d+(\.\d{1,4})?$/, message: '最多四位小数', trigger: 'blur' }
    ]
  },
 ])

--- a/src/views/financialCenter/payables.vue
+++ b/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: '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: '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: '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: 'currency', label: '出账币种', sortable: true, width: '100', formatter: (row) => row.currency || '-' },
-  { prop: 'fortunePeriod', label: '出账期数', sortable: true, width: '120', formatter: (row) => row.fortunePeriod || '-' },
+  { 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: '120', formatter: (row) => row.fortuneTotalPeriod || '-' },
+  { 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: 'commissionRatio', label: '发佣率(对应职级)', 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: '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 || '-' },

--- a/src/views/financialCenter/receivables.vue
+++ b/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">
@@ -744,27 +744,27 @@ 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) => {
+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 || '-' },
    { prop: 'commissionDate', label: '入账日（估）', sortable: true, width: '130', },
-    { prop: 'commissionRatio', label: '预估入账比例', sortable: true, width: '120', formatter: (row) => (row.commissionRatio || 0) + '%' || '-' },
+    { prop: 'commissionRatio', label: '产品对应来佣率', sortable: true, width: '120', formatter: (row) => (row.commissionRatio || 0) + '%' || '-' },
    { prop: 'hkdAmount', label: '预估入账金额HKD', sortable: true, width: '120', formatter: (row) => formatCurrency(row.hkdAmount || 0) },
    { prop: 'paidRatio', label: '已入账比例', sortable: true, width: '120', formatter: (row) => (row.paidRatio || 0) + '%' || '-' },
    { 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([
@@ -772,18 +772,18 @@ 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 || '-' },
    { prop: 'commissionDate', label: '入账日（估）', sortable: true, width: '130', formatter: (row) => row.commissionDate || '-' },
-    { prop: 'commissionRatio', label: '预估入账比例', sortable: true, width: '120', formatter: (row) => (row.commissionRatio || 0) + '%' || '-' },
+    { prop: 'commissionRatio', label: '产品对应来佣率', sortable: true, width: '120', formatter: (row) => (row.commissionRatio || 0) + '%' || '-' },
    { prop: 'expectedAmount', label: '预估入账金额', sortable: true, width: '120', formatter: (row) => formatCurrency(row.expectedAmount || 0) },
    { prop: 'paidRatio', label: '已入账比例', sortable: true, width: '120', formatter: (row) => (row.paidRatio || 0) + '%' || '-' },
    { 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) },

--- a/src/views/sign/FnaList/components/fanForm.vue
+++ b/src/views/sign/FnaList/components/fanForm.vue
@@ -446,7 +446,7 @@ const searchSelectList = async (query, fieldKey, row) => {
      const params5 = {
        pageNo: 1,
        pageSize: 10,
-        queryContent: queryString
+        realName: queryString
      }
      const response5 = await getUserSaleExpandList(params5)
      if (response5.code == 200) {

--- a/src/views/sign/FnaList/index.vue
+++ b/src/views/sign/FnaList/index.vue
@@ -75,9 +75,21 @@
          border
          max-height="380px"
        >
-          <el-table-column type="index" width="60" label="序号" />
+          <el-table-column type="index" width="100" label="序号" />
-          <el-table-column label="客户姓名" align="center" prop="customerName" width="100" />
+          <el-table-column label="客户姓名" align="center" prop="customerName" width="180" > 
-          <el-table-column label="中文姓名" align="center" prop="customerNameCn" width="100" />
+          <template #default="scope">
+              <el-button link size="default">
+                <span @click="copyToClipboard(scope.row.customerName,'客户姓名')">{{ scope.row.customerName }}</span>
+              </el-button>
+          </template> 
+           </el-table-column>
+          <el-table-column label="中文姓名" align="center" prop="customerNameCn" width="180" >
+              <template #default="scope">
+                <el-button link size="default">
+                  <span @click="copyToClipboard(scope.row.customerNameCn,'中文姓名')">{{ scope.row.customerNameCn }}</span>
+                </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">
            <template #default="scope">
@@ -88,18 +100,29 @@
            label="流程编号"
            align="center"
            prop="fnaNo"
-            width="200"
+            width="240"
-            show-overflow-tooltip
+            show-overflow-tooltip>
-          />
+           <template #default="scope">
+              <el-button link size="default">
+                <span @click="copyToClipboard(scope.row.fnaNo,'流程编号')">{{ scope.row.fnaNo }}</span>
+              </el-button>
+          </template> 
+           </el-table-column>
          <el-table-column
            label="预约编号"
            align="center"
            prop="appointmentNo"
-            width="200"
+            width="240"
            show-overflow-tooltip
-          />
+          >
-          <el-table-column label="新单编号" align="center" prop="policyId" />
+            <template #default="scope">
-          <el-table-column label="保单号" align="center" prop="policyNo" width="150" />
+              <el-button link size="default">
+                <span @click="copyToClipboard(scope.row.appointmentNo,'预约编号')">{{ scope.row.appointmentNo }}</span>
+              </el-button>
+          </template> 
+        </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="创建时间" sortable align="center" prop="createTime" width="200">
            <template #default="scope">
@@ -107,7 +130,7 @@
            </template>
          </el-table-column>
-          <el-table-column fixed="right" label="操作" width="80" align="center">
+          <el-table-column fixed="right" label="操作" width="150" align="center">
            <template #default="{ row }">
              <el-popover placement="left" :width="160" trigger="click">
                <template #reference>
@@ -158,6 +181,7 @@ 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'; 
 const dictStore = useDictStore()
 const userStore = useUserStore()
 const router = useRouter()

--- a/src/views/sign/appointment/index.vue
+++ b/src/views/sign/appointment/index.vue
@@ -70,7 +70,13 @@
            prop="appointmentNo"
            width="200"
            fixed="left"
-          />
+          >
+           <template #default="scope">
+              <el-button link size="default">
+                <span @click="copyToClipboard(scope.row.appointmentNo,'预约编号')">{{ scope.row.appointmentNo }}</span>
+              </el-button>
+          </template> 
+          </el-table-column>
          <el-table-column label="预约状态" align="center" prop="status" fixed="left" width="100">
            <template #default="scope">
              <dict-tag :options="csf_ap_status" :value="scope.row.status" />
@@ -94,16 +100,11 @@
          <el-table-column label="投保人" align="center" prop="policyholder" width="150" />
          <el-table-column label="受保人" align="center" prop="insurant" width="150" />
-          <!-- <el-table-column label="供款频率" align="center" prop="paymentFrequency" width="100">
+          <!-- <el-table-column label="供款频率" align="center" width="150" prop="paymentFrequency">
            <template #default="scope">
              <dict-tag :options="csf_ap_frequency" :value="scope.row.paymentFrequency" />
            </template>
          </el-table-column> -->
-          <el-table-column label="供款频率" align="center" width="150" prop="paymentFrequency">
-            <template #default="scope">
-              <dict-tag :options="csf_ap_frequency" :value="scope.row.paymentFrequency" />
-            </template>
-          </el-table-column>
          <el-table-column label="供款期数" align="center" prop="paymentTerm" width="100" />
          <el-table-column label="每期保费" align="center" prop="eachIssuePremium" width="100" />
@@ -212,6 +213,7 @@ import {
  getItineraryExprot
 } from '@/api/sign/appointment'
 import useUserStore from '@/store/modules/user'
+import {copyToClipboard} from '@/utils/copyToClipboard'
 const dictStore = useDictStore()
 const userStore = useUserStore()
 const router = useRouter()
@@ -270,7 +272,7 @@ const { bx_currency_type, csf_ap_status, csf_ap_meeting_point, csf_ap_frequency 
 const baseDropdownItems = [
  { label: '修改', value: 'edit', confirm: '' },
  {
-    label: '生成行程单',
+    label: '确认生成行程单',
    value: 'viewItinerary',
    confirm: '',
    // 只有当 row.status == 1 时才显示

--- a/src/views/sign/policyReceipts/premiumRecon.vue
+++ b/src/views/sign/policyReceipts/premiumRecon.vue
@@ -593,8 +593,6 @@ const remittanceConfig = [
        validator: (rule, value, callback) => {
          if (value === '' || value == null) {
            callback(new Error('请输入付款金额'))
-          } else if (!/^\d+$/.test(String(value))) {
-            callback(new Error('只能输入正整数'))
          } else {
            callback()
          }
@@ -636,7 +634,7 @@ const remittanceConfig = [
    label: '付款银行',
    api: '/base/api/bank/page',
    keywordField: 'policyNo',
-    requestParams: { pageNo: 1, pageSize: 20 },
+    requestParams: { pageNo: 1, pageSize: 50 },
    debounceWait: 500, // 自定义防抖时间
    valueKey: 'bankBizId',

--- a/src/views/sign/underwritingMain/index.vue
+++ b/src/views/sign/underwritingMain/index.vue
 <template>
  <div>
-    <CommonPage :operationBtnList='operationBtnList' :visibleDefaultButtons="visibleDefaultButtons"
+    <CommonPage :operationBtnList='operationBtnList' :visibleDefaultButtons="visibleDefaultButtons" v-loading.fullscreen.lock="statusLoading"
      :showSearchForm='true' :show-pagination='true' :total='pageTotal' :current-page='currentPage'
      :page-size='pageSize' @size-change='handleSizeChange' @current-change='handleCurrentChange'>
      <!-- 搜索区域 -->
@@ -69,7 +69,7 @@
    <!-- 查看详情、更新数据 -->
    <CommonDialog :dialogTitle='mode === "viewDetail" ? "查看详情" : "更新数据"' dialogWidth='80%'
-      :openDialog=viewDetailDialogFlag :showAction='false' :showClose='true' @close='viewDetailDialogFlag = false'
+      :openDialog=viewDetailDialogFlag :showAction='false' :showClose='true' @close='viewDetailDialogFlag=false'
      @confirm='handleUpdateSubmit'>
      <PolicyDetail v-model="policyDetailFormData" :policyBizId="selectedRow.policyBizId" :mode="mode"
        ref="policyDetailFormRef" @submit="onSubmit" @cancel="viewDetailDialogFlag = false"
@@ -82,7 +82,7 @@
 <script setup>
 import { ref, reactive, computed, watch, nextTick } from 'vue'
-import { ElMessage, ElMessageBox } from 'element-plus'
+import { ElMessage, ElMessageBox  } from 'element-plus'
 import CommonPage from '@/components/commonPage'
 import SearchForm from '@/components/SearchForm/SearchForm.vue'
 import CommonDialog from '@/components/commonDialog'
@@ -94,9 +94,9 @@ import {
  getExpectedCommissionList,
  changePolicyStatus,
  policyFollowReport,
-  saveMailingInfo, updatePolicyfollow, batchSaveBrokers, saveInitialPayment
+  saveMailingInfo, updatePolicyfollow, batchSaveBrokers, saveInitialPayment,updatePolicyProduct
 } from '@/api/sign/underwritingMain'
+import {copyToClipboard} from '@/utils/copyToClipboard'
 import PolicyDetail from './policyDetail.vue'
 const policyDetailFormRef = ref(null)
 const policyDetailFormData = ref({})
@@ -106,11 +106,13 @@ 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)
 // 弹窗相关
 const editStatusDialogFlag = ref(false)
 // 修改状态
 const editStatusFormData = ref({})
 const editStatusFormRef = ref(null)
@@ -139,6 +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({
@@ -146,13 +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)
  }
 }
@@ -177,7 +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,
@@ -186,10 +192,25 @@ const onSubmit = async (data) => {
    const res = await updatePolicyfollow(params)
    if (res.code === 200) {
      ElMessage.success(data.activeTab === 'basic' ? '保存基本信息成功' : '保存产品计划成功')
+       loadTableData()
      // viewDetailDialogFlag.value = false
    } 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,
@@ -433,7 +454,9 @@ const handleSelect = async (e, row) => {
      }
      editStatusDialogFlag.value = true
      editStatusFormData.value = {
-        status: row.status
+        status: row.status,
+        effectiveDate:row.effectiveDate,
+        underwritingDate:row.underwritingDate
      }
      break
    case 'viewRelated':

--- a/src/views/sign/underwritingMain/policyDetail.vue
+++ b/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
@@ -280,14 +279,14 @@ const introducerConfig = [
    label: '转介人',
    api: '/insurance/base/api/userSaleExpand/page',
    keywordField: 'realName',
-    requestParams: { pageNo: 1, pageSize: 20 },
+    requestParams: { pageNo: 1, pageSize: 500 },
    placeholder: '输入转介人名称搜索',
    debounceWait: 500, // 自定义防抖时间
    onChangeExtraFields: {
      broker: 'realName', // 选中后自动填 broker = raw.realName
      brokerName: 'realName',
-      internalCode: 'code',
+      internalCode: 'internalNumber',
-      team: 'teamName',
+      team: 'deptName',
      phone: 'phone'
    },
    transform: res => {
@@ -298,7 +297,13 @@ const introducerConfig = [
      }))
    }
  },
+{
+    type: 'input',
+    prop: 'brokerName',
+    label: '转介人姓名',
+    span: 4,
+    disabled: true
+  },
  // {
  //     type: 'select',
  //     prop: 'gender',
@@ -480,6 +485,53 @@ const policyInfoFormConfig = ref([
    prop: 'policyNo',
    label: '保单号'
  },
+    {
+    type: 'select',
+    prop: 'reconciliationCompanyBizId',
+    label: '出单经纪公司',
+    api: '/insurance/base/api/insuranceReconciliationCompany/page',
+    keywordField: 'queryContent',
+    requestParams: { pageNo: 1, pageSize: 500 },
+    placeholder: '输入公司名称搜索',
+    debounceWait: 500, // 自定义防抖时间
+    valueKey: 'reconciliationCompanyBizId',
+    labelKey: 'name',
+    transform: res => {
+      return res?.data.records || []
+    },
+    onChangeExtraFields: {
+      reconciliationCompany: 'name',
+      reconciliationCode:'code',
+    },
+   rules: [{ required: true, message: '请选择出单经纪公司', trigger: 'blur' }],
+  },
+    {
+    type: 'input',
+    prop: 'coolingOffDays',
+    label: '冷静期(天)',
+    inputType: 'decimal',
+    rules: [{ pattern: /^\d+$/, message: '只能输入正整数', trigger: 'blur' }]
+  },
+    {
+    type: 'date',
+    prop: 'coolingOffEndDate',
+    label: '冷静期结束日期'
+  },
+    {
+    type: 'date',
+    prop: 'latestPaymentDate',
+    label: '最晚缴费日'
+  },
+    {
+    type: 'select',
+    prop: 'policyTpye',
+    label: '保单类型',
+    options:[
+      {label:'电子保单',value:'1'},
+      {label:'纸质保单',value:'2'}
+    ]
+  },
  {
    type: 'date',
    prop: 'effectiveDate',
@@ -567,11 +619,11 @@ 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',
@@ -604,7 +656,7 @@ const basicPlanFormConfig = ref([
    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 || [])
+      console.log('======子组件选择选项后，父组件接收的值产品名称:', res?.data.records || [])
      return res?.data.records || []
    },
    onChangeExtraFields: {
@@ -622,6 +674,12 @@ const basicPlanFormConfig = ref([
  },
  {
    type: 'input',
+    prop: 'issueNumber',
+    label: '供款期数',
+    inputType: 'decimal'
+  },
+  {
+    type: 'input',
    prop: 'guaranteePeriod',
    label: '保障期限'
  },
@@ -631,12 +689,6 @@ 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',
@@ -648,7 +700,6 @@ 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' }
@@ -660,7 +711,6 @@ 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' }
@@ -673,6 +723,13 @@ 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',
@@ -681,7 +738,8 @@ const basicPlanFormConfig = ref([
  {
    type: 'date',
    prop: 'retroactiveDate',
-    label: '回溯日期'
+    label: '回溯日期',
+     visible: formData => formData.isTraceable == '1'
  },
  {
    type: 'select',
@@ -1153,21 +1211,47 @@ const viewRecordDetail = e => {
  })
 }
 const handleSelectChange = async (prop, value, item, type) => {
-  await nextTick()
+  console.log('🔔 父组件收到 selectChange:', prop, value, type)
-  // console.log('======子组件选择选项后，父组件接收的值 :', basicPlanFormData.value)
+  await nextTick() // 确保 DOM 和响应式数据更新
  if (type === 'basicPlan') {
-    const params = {
+    // 只有当改变的是“保险公司”时，才刷新“产品名称”
-      tenantBizId: userStore.projectInfo.tenantBizId,
+    if (prop === 'insuranceCompanyBizId') {
-      projectBizId: userStore.projectInfo.projectBizId,
+      console.log('🔄 检测到保险公司变更，准备刷新产品列表...')
-      fieldBizId: 'field_olk1qZe81qHHKXbw',
-      fieldValueBizId: 'field_value_uOfJH5ucA2YwJpbn',
+      // 1. 检查 Ref 是否存在
-      insuranceCompanyBizIdList: [basicPlanFormData.value.insuranceCompanyBizId],
+      if (!basicPlanFormRef.value) {
-      categoryCodeList: [basicPlanFormData.value.insuranceCategoryCode],
+        console.error('❌ basicPlanFormRef 为空，无法调用方法')
-      pageNo: 1,
+        return
-      pageSize: 100
+      }
+      // 2. 检查方法是否存在
+      if (typeof basicPlanFormRef.value.refreshRemoteOptions !== 'function') {
+        console.error('❌ refreshRemoteOptions 方法未暴露或不存在')
+        console.log('当前暴露的方法:', Object.keys(basicPlanFormRef.value))
+        return
+      }
+      try {
+        // 3. 可选：先清空产品字段的值，避免选中了旧公司的产品
+        basicPlanFormData.value.productName = ''
+        basicPlanFormData.value.productLaunchBizId = ''
+        basicPlanFormData.value.insuranceCategoryCode = '' // 如果分类也依赖公司，可能也要清空
+        console.log('🚀 正在调用子组件 refreshRemoteOptions...')
+        // 4. 调用刷新
+        await basicPlanFormRef.value.refreshRemoteOptions('productName')
+        console.log('✅ 产品列表刷新指令执行完毕')
+        // ElMessage.success('产品列表已更新')
+      } catch (err) {
+        console.error('💥 刷新产品列表出错:', err)
+        ElMessage.error('产品列表更新失败，请重试')
+      }
    }
-    console.log('====父组件拿到值，去调用产品列表查询接口', params)
-    getProductLists(params)
  }
 }

--- a/src/views/workbench/index.vue
+++ b/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-HK</div>
          </div>
        </el-col>
        <el-col :sm="12" :lg="12" :xs="24" class="right">
@@ -180,14 +180,14 @@ const headerList = ref([
    id: '1',
    title: '总保费(HKD)',
    icon: 'icon-zongbaofei',
-    count: '392.52',
+    count: '--',
    url: '/todo'
  },
  {
    id: '2',
    title: '有效保单数',
    icon: 'icon-youxiaobaodan',
-    count: '0.00',
+    count: '--',
    url: '/todo'
  },
@@ -195,7 +195,7 @@ const headerList = ref([
    id: '3',
    title: '待来佣保单',
    icon: 'icon-daijiesuan',
-    count: '10',
+    count: '--',
    url: '/todo'
  }
 ])
@@ -275,7 +275,7 @@ const staticList = ref([
    id: '1',
    title: '财务需求分析数',
    icon: 'icon-xiexian',
-    count: '3735',
+    count: '--',
    unit: '条',
    url: '/todo',
    color: '#F53F3F'
@@ -284,7 +284,7 @@ const staticList = ref([
    id: '2',
    title: '预约单数',
    icon: 'icon-xiexian',
-    count: '12',
+    count: '--',
    unit: '单',
    url: '/todo',
    color: '#0FC6C2'
@@ -293,7 +293,7 @@ const staticList = ref([
    id: '3',
    title: '新单数',
    icon: 'icon-xiexian',
-    count: '12',
+    count: '--',
    unit: '单',
    url: '/todo',
    color: '#165DFF'
@@ -302,7 +302,7 @@ const staticList = ref([
    id: '4',
    title: '续期保单数',
    icon: 'icon-xiexian',
-    count: '13',
+    count: '--',
    unit: '份',
    url: '/todo',
    color: '#0FC6C2'
@@ -312,22 +312,22 @@ const infoList = ref([
  {
    id: '1',
    title: '产品优惠',
-    subTitle: 'XXXXX第四季度优惠政策'
+    subTitle: '暂未开放'
  },
  {
    id: '2',
    title: '产品培训',
-    subTitle: 'XXXXX产品培训回放'
+    subTitle: '暂未开放'
  },
  {
    id: '3',
    title: '重要通知',
-    subTitle: 'XXXXX保单未续费'
+    subTitle: '暂未开放'
  },
  {
    id: '4',
    title: '系统消息',
-    subTitle: 'FNA导出成功！'
+    subTitle: '暂未开放！'
  }
 ])
 const timeList = ref([
@@ -351,21 +351,21 @@ const workList = ref([
  {
    id: '1',
    title: '新单跟进',
-    subTitle: '张三预约单待录入',
+    subTitle: '暂未开放',
    unit: 'Q',
    color: '#7BC616'
  },
  {
    id: '2',
    title: '续费提醒',
-    subTitle: 'bug fix',
+    subTitle: '暂未开放',
    unit: 'Y',
    color: '#14C9C9'
  },
  {
    id: '3',
    title: '预约单生成',
-    subTitle: '车险预约单已生成',
+    subTitle: '暂未开放',
    unit: 'N',
    color: '#168CFF'
  }