待审核页筛选条件优化（增加保险机构、业务员手机号、签单时间、支付时间、起保时间、交强/商业/非车保单号等字段，部分字段设为高级筛选；调整表格高度适配）

.gitignore

@@ -6,4 +6,6 @@ dist-ssr
 *.tsbuildinfo
 .eslintcache
 .stylelintcache
-.env.development
+.env.development
+.docs
+docs/

src/views/finance/audit.vue

@@ -10,13 +10,22 @@
         <el-form v-model="firstForm" label-width="100">
           <el-row :gutter="20">
             <el-col :span="8">
-              <el-form-item label="车牌号">
-                <el-input v-model="firstForm.licenseNo" placeholder="请输入" clearable></el-input>
+              <el-form-item label="保险公司">
+                <el-select v-model="firstForm.companyId" placeholder="请选择" clearable filterable>
+                  <el-option v-for="item in companyList" :key="item.id" :value="item.id" :label="item.name"></el-option>
+                </el-select>
               </el-form-item>
             </el-col>
             <el-col :span="8">
-              <el-form-item label="车架号">
-                <el-input v-model="firstForm.vinNo" placeholder="请输入" clearable></el-input>
+              <el-form-item label="保险机构">
+                <el-cascader filterable clearable placeholder="请选择" v-model="firstForm.partnerCompanyId"
+                  style="width: 100%;" :options="companyoptionsList" :props="companyIdprops"
+                  @change="handleCompanyChange" />
+              </el-form-item>
+            </el-col>
+            <el-col :span="8">
+              <el-form-item label="车牌号">
+                <el-input v-model="firstForm.licenseNo" placeholder="请输入" clearable></el-input>
               </el-form-item>
             </el-col>
             <el-col :span="8">
@@ -34,6 +43,11 @@
                 <el-input v-model="firstForm.salesman" placeholder="请输入" clearable></el-input>
               </el-form-item>
             </el-col>
+            <el-col :span="8">
+              <el-form-item label="业务员手机号">
+                <el-input v-model="firstForm.phone" placeholder="请输入" clearable></el-input>
+              </el-form-item>
+            </el-col>
             <el-col :span="8">
               <el-form-item label="订单类型">
                 <el-select v-model="firstForm.orderType" placeholder="请选择" clearable>
@@ -44,15 +58,30 @@
               </el-form-item>
             </el-col>
             <el-col :span="8">
-              <el-form-item label="保险公司">
-                <el-select v-model="firstForm.companyId" placeholder="请选择" clearable filterable>
-                  <el-option v-for="item in companyList" :key="item.id" :value="item.id"
-                    :label="item.name"></el-option>
-                </el-select>
+              <el-form-item label="被保人">
+                <el-input v-model="firstForm.insurName" placeholder="请输入" clearable></el-input>
               </el-form-item>
             </el-col>
             <el-col :span="8">
-              <el-form-item label="险种">
+              <el-form-item label="签单时间">
+                <el-date-picker v-model="firstForm.signingTime" type="daterange" range-separator="至"
+                  start-placeholder="开始时间" end-placeholder="结束时间" format="YYYY-MM-DD" value-format="YYYY-MM-DD" />
+              </el-form-item>
+            </el-col>
+            <el-col :span="8">
+              <el-form-item label="支付时间">
+                <el-date-picker v-model="firstForm.payingTime" type="daterange" range-separator="至"
+                  start-placeholder="开始时间" end-placeholder="结束时间" format="YYYY-MM-DD" value-format="YYYY-MM-DD" />
+              </el-form-item>
+            </el-col>
+            <el-col :span="8">
+              <el-form-item label="报价时间">
+                <el-date-picker v-model="firstForm.quotationTime" type="daterange" range-separator="至"
+                  start-placeholder="开始时间" end-placeholder="结束时间" format="YYYY-MM-DD" value-format="YYYY-MM-DD" />
+              </el-form-item>
+            </el-col>
+            <el-col v-show="isTrue" :span="8">
+              <el-form-item label="投保险种">
                 <el-select v-model="firstForm.productName" placeholder="请选择" clearable>
                   <el-option label="全部" value=" "></el-option>
                   <el-option v-for="item in riskType" :key="item.value" :value="item.label"
@@ -60,38 +89,52 @@
                 </el-select>
               </el-form-item>
             </el-col>
-            <el-col :span="8">
-              <el-form-item label="出单机构">
-                <el-cascader clearable style="width: 100%" v-model="firstForm.deptId" :options="option" @change="handleChange"
-                  :props="tableProps"></el-cascader>
-              </el-form-item>
-            </el-col>
-            <el-col :span="8">
+            <el-col v-show="isTrue" :span="8">
               <el-form-item label="协议选择">
-                <el-select v-model="firstForm.agreementId" placeholder="请选择协议" clearable  filterable>
+                <el-select v-model="firstForm.agreementId" placeholder="请选择协议" clearable filterable>
                   <el-option v-for="item in agreementList" :key="item.id" :value="item.id"
                     :label="item.agreementTitle"></el-option>
                 </el-select>
               </el-form-item>
             </el-col>
-            <el-col :span="8">
-              <el-form-item label="被保人">
-                <el-input v-model="firstForm.insurName" placeholder="请输入" clearable></el-input>
+            <el-col v-show="isTrue" :span="8">
+              <el-form-item label="订单号">
+                <el-input v-model="firstForm.orderNo" placeholder="请输入" clearable></el-input>
               </el-form-item>
             </el-col>
-            <el-col :span="8">
-              <el-form-item label="报价时间">
-                <el-date-picker v-model="firstForm.quotationTime" type="daterange" range-separator="至"
-                  start-placeholder="开始时间" end-placeholder="结束时间" format="YYYY-MM-DD" value-format="YYYY-MM-DD" />
+            <el-col v-show="isTrue" :span="8">
+              <el-form-item label="对接人">
+                <el-input v-model="firstForm.contact" placeholder="请输入" clearable></el-input>
+              </el-form-item>
+            </el-col>
+            <el-col v-show="isTrue" :span="8">
+              <el-form-item label="出单机构">
+                <el-cascader clearable style="width: 100%" v-model="firstForm.deptId" :options="option"
+                  @change="handleChange" :props="tableProps"></el-cascader>
               </el-form-item>
             </el-col>
             <el-col :span="8">
-              <el-form-item label="签单时间">
-                <el-date-picker v-model="firstForm.signingTime" type="daterange" range-separator="至"
+              <el-form-item label="起保时间">
+                <el-date-picker v-model="firstForm.riskStartDate" type="daterange" range-separator="至"
                   start-placeholder="开始时间" end-placeholder="结束时间" format="YYYY-MM-DD" value-format="YYYY-MM-DD" />
               </el-form-item>
             </el-col>
-            <el-col :span="24" style="display: flex; align-items: flex-start; justify-content: flex-end">
+            <el-col v-show="isTrue" :span="8">
+              <el-form-item label="交强保单号">
+                <el-input v-model="firstForm.jqPolicyNo" placeholder="请输入" clearable></el-input>
+              </el-form-item>
+            </el-col>
+            <el-col v-show="isTrue" :span="8">
+              <el-form-item label="商业保单号">
+                <el-input v-model="firstForm.syPolicyNo" placeholder="请输入" clearable></el-input>
+              </el-form-item>
+            </el-col>
+            <el-col v-show="isTrue" :span="8">
+              <el-form-item label="非车保单号">
+                <el-input v-model="firstForm.jyPolicyNo" placeholder="请输入" clearable></el-input>
+              </el-form-item>
+            </el-col>
+            <el-col :span="24" style="display: flex;align-items: flex-start; justify-content: flex-end">
               <el-button plain @click="handleExport('0')">数据导出</el-button>
               <el-button type="primary" @click="handleSearch">搜索</el-button>
               <el-button plain @click="handleReset">重置</el-button>
@@ -104,29 +147,26 @@
             </el-col>
           </el-row>
         </el-form>
-        <el-table :data="firstData" height="calc(100% - 294px )" style="width: 100%; margin-top: 20px;" highlight-current-row>
+        <el-table :data="firstData" :height="isTrue ? 'calc(100% - 312px)' : 'calc(100% - 212px)'"
+          style="width: 100%; margin-top: 20px;" highlight-current-row>
           <el-table-column prop="orderNo" label="订单号" width="120"></el-table-column>
-          <el-table-column prop="companyName" label="保险公司" width="120"></el-table-column>
+          <el-table-column prop="attrType" label="业务员类型" width="120"></el-table-column>
+          <el-table-column prop="mobile" label="业务员手机号" width="120"></el-table-column>
+          <el-table-column prop="name" label="业务员" width="120"></el-table-column>
+          <el-table-column prop="orderType" label="订单类型" width="120"></el-table-column>
+          <el-table-column prop="agreementName" label="出单协议" width="120"></el-table-column>
+          <el-table-column prop="companyALlName" label="保险公司" width="120"></el-table-column>
+          <el-table-column prop="partnerCompanyId" label="保险机构" width="120"></el-table-column>
+          <el-table-column prop="dockingPerson" label="对接人" width="120"></el-table-column>
           <el-table-column prop="licenseNo" label="车牌号" width="120"></el-table-column>
-          <el-table-column prop="vinNo" label="车架号" width="120"></el-table-column>
           <el-table-column prop="insurName" label="被保人" width="120"></el-table-column>
-          <el-table-column prop="orderType" label="订单类型" width="120"></el-table-column>
-          <el-table-column prop="name" label="业务员信息" width="120"></el-table-column>
-          <el-table-column prop="attrType" label="业务员类型" width="120"></el-table-column>
+          <el-table-column prop="productName" label="投保险种" width="120"></el-table-column>
+          <el-table-column prop="createBy" label="录入人" width="120"></el-table-column>
           <el-table-column prop="signingTime" label="签单时间" width="120"></el-table-column>
+          <el-table-column prop="payTime" label="支付时间" width="120"></el-table-column>
           <el-table-column prop="quotationTime" label="报价时间" width="120"></el-table-column>
-          <el-table-column prop="dockingPerson" label="对接人" width="120"></el-table-column>
-          <el-table-column prop="agreementName" label="出单协议" width="120"></el-table-column>
-          <el-table-column prop="productName" label="险种" width="120"></el-table-column>
-          <el-table-column prop="sumPremium" label="保费总计" width="120"></el-table-column>
           <el-table-column prop="equityAmount" label="权益金额" width="120"></el-table-column>
           <el-table-column prop="deptName" label="出单机构" width="120"></el-table-column>
-          <el-table-column prop="createTime" label="录单时间" width="120"></el-table-column>
-          <el-table-column prop="createBy" label="录单人" width="120"></el-table-column>
-          <el-table-column prop="payTime" label="支付时间" width="120"></el-table-column>
-          <el-table-column prop="jqPremium" label="交强险" width="120"></el-table-column>
-          <el-table-column prop="syPremium" label="商业险" width="120"></el-table-column>
-          <el-table-column prop="jyPremium" label="驾意险" width="120"></el-table-column>
           <el-table-column label="操作" fixed="right" width="200">
             <template #default="scope">
               <el-button link type="primary" size="small" @click="handleToDetail(scope, 1, '0')">审核</el-button>
@@ -185,8 +225,7 @@
             <el-col :span="8">
               <el-form-item label="保险公司">
                 <el-select v-model="firstForm.companyId" placeholder="请选择" clearable filterable>
-                  <el-option v-for="item in companyList" :key="item.id" :value="item.id"
-                    :label="item.name"></el-option>
+                  <el-option v-for="item in companyList" :key="item.id" :value="item.id" :label="item.name"></el-option>
                 </el-select>
               </el-form-item>
             </el-col>
@@ -201,13 +240,13 @@
             </el-col>
             <el-col :span="8">
               <el-form-item label="出单机构">
-                <el-cascader clearable style="width: 100%" v-model="firstForm.deptId" :options="option" @change="handleChange"
-                  :props="tableProps"></el-cascader>
+                <el-cascader clearable style="width: 100%" v-model="firstForm.deptId" :options="option"
+                  @change="handleChange" :props="tableProps"></el-cascader>
               </el-form-item>
             </el-col>
             <el-col :span="8">
               <el-form-item label="协议选择">
-                <el-select v-model="firstForm.agreementId" placeholder="请选择协议" clearable  filterable>
+                <el-select v-model="firstForm.agreementId" placeholder="请选择协议" clearable filterable>
                   <el-option v-for="item in agreementList" :key="item.id" :value="item.id"
                     :label="item.agreementTitle"></el-option>
                 </el-select>
@@ -243,7 +282,8 @@
             </el-col>
           </el-row>
         </el-form>
-        <el-table :data="secondData" height="calc(100% - 294px )" style="width: 100%; margin-top: 20px;" highlight-current-row>
+        <el-table :data="secondData" height="calc(100% - 294px )" style="width: 100%; margin-top: 20px;"
+          highlight-current-row>
           <el-table-column prop="orderNo" label="订单号" width="120"></el-table-column>
           <el-table-column prop="companyName" label="保险公司" width="120"></el-table-column>
           <el-table-column prop="licenseNo" label="车牌号" width="120"></el-table-column>
@@ -325,8 +365,7 @@
             <el-col :span="8">
               <el-form-item label="保险公司">
                 <el-select v-model="firstForm.companyId" placeholder="请选择" clearable filterable>
-                  <el-option v-for="item in companyList" :key="item.id" :value="item.id"
-                    :label="item.name"></el-option>
+                  <el-option v-for="item in companyList" :key="item.id" :value="item.id" :label="item.name"></el-option>
                 </el-select>
               </el-form-item>
             </el-col>
@@ -341,13 +380,13 @@
             </el-col>
             <el-col :span="8">
               <el-form-item label="出单机构">
-                <el-cascader clearable style="width: 100%" v-model="firstForm.deptId" :options="option" @change="handleChange"
-                  :props="tableProps"></el-cascader>
+                <el-cascader clearable style="width: 100%" v-model="firstForm.deptId" :options="option"
+                  @change="handleChange" :props="tableProps"></el-cascader>
               </el-form-item>
             </el-col>
             <el-col :span="8">
               <el-form-item label="协议选择">
-                <el-select v-model="firstForm.agreementId" placeholder="请选择协议" clearable  filterable>
+                <el-select v-model="firstForm.agreementId" placeholder="请选择协议" clearable filterable>
                   <el-option v-for="item in agreementList" :key="item.id" :value="item.id"
                     :label="item.agreementTitle"></el-option>
                 </el-select>
@@ -383,7 +422,8 @@
             </el-col>
           </el-row>
         </el-form>
-        <el-table :data="thirdData" height="calc(100% - 294px )" style="width: 100%; margin-top: 20px;" highlight-current-row>
+        <el-table :data="thirdData" height="calc(100% - 294px )" style="width: 100%; margin-top: 20px;"
+          highlight-current-row>
           <el-table-column prop="orderNo" label="订单号" width="120"></el-table-column>
           <el-table-column prop="companyName" label="保险公司" width="120"></el-table-column>
           <el-table-column prop="licenseNo" label="车牌号" width="120"></el-table-column>
@@ -469,8 +509,7 @@
             <el-col :span="8">
               <el-form-item label="保险公司">
                 <el-select v-model="firstForm.companyId" placeholder="请选择" clearable filterable>
-                  <el-option v-for="item in companyList" :key="item.id" :value="item.id"
-                    :label="item.name"></el-option>
+                  <el-option v-for="item in companyList" :key="item.id" :value="item.id" :label="item.name"></el-option>
                 </el-select>
               </el-form-item>
             </el-col>
@@ -485,13 +524,13 @@
             </el-col>
             <el-col :span="8">
               <el-form-item label="出单机构">
-                <el-cascader clearable style="width: 100%" v-model="firstForm.deptId" :options="option" @change="handleChange"
-                  :props="tableProps"></el-cascader>
+                <el-cascader clearable style="width: 100%" v-model="firstForm.deptId" :options="option"
+                  @change="handleChange" :props="tableProps"></el-cascader>
               </el-form-item>
             </el-col>
             <el-col :span="8">
               <el-form-item label="协议选择">
-                <el-select v-model="firstForm.agreementId" placeholder="请选择协议" clearable  filterable>
+                <el-select v-model="firstForm.agreementId" placeholder="请选择协议" clearable filterable>
                   <el-option v-for="item in agreementList" :key="item.id" :value="item.id"
                     :label="item.agreementTitle"></el-option>
                 </el-select>
@@ -527,7 +566,8 @@
             </el-col>
           </el-row>
         </el-form>
-        <el-table :data="forthData" height="calc(100% - 294px )" style="width: 100%; margin-top: 20px;" highlight-current-row>
+        <el-table :data="forthData" height="calc(100% - 294px )" style="width: 100%; margin-top: 20px;"
+          highlight-current-row>
           <el-table-column prop="orderNo" label="订单号" width="120"></el-table-column>
           <el-table-column prop="companyName" label="保险公司" width="120"></el-table-column>
           <el-table-column prop="licenseNo" label="车牌号" width="120"></el-table-column>
@@ -598,6 +638,13 @@ const handleClick = (e) => {
 }
 
 let companyList = ref([])
+let companyoptionsList = ref([])
+const companyIdprops = {
+  expandTrigger: 'hover' as const,
+  value: 'id',
+  label: 'name',
+  checkStrictly: true,
+}
 const initCompany = () => {
   api.insuranceApi.leftList('').then((res: any) => {
     if (res.code == 200) {
@@ -605,6 +652,13 @@ const initCompany = () => {
     }
   })
 }
+const initCompanyOptions = () => {
+  api.agreementApi.findTree({ name: "", systemCode: localStorage.getItem('login_system') }).then((res: any) => {
+    if (res.code == 200) {
+      companyoptionsList.value = res.data
+    }
+  })
+}
 
 // 待审核
 let firstForm = ref({})
@@ -669,6 +723,10 @@ const initList = (type) => {
       quotationTimeEnd: firstForm.value?.quotationTime?.[1],
       signingTimeStart: firstForm.value?.signingTime?.[0],
       signingTimeEnd: firstForm.value?.signingTime?.[1],
+      payingTimeBegin: firstForm.value?.payingTime?.[0],
+      payingTimeEnd: firstForm.value?.payingTime?.[1],
+      riskStartDateBegin: firstForm.value?.riskStartDate?.[0],
+      riskStartDateEnd: firstForm.value?.riskStartDate?.[1],
       auditStatus: type,
       isProblem: 0
     }
@@ -682,6 +740,11 @@ const initList = (type) => {
       quotationTimeEnd: firstForm.value?.quotationTime?.[1],
       signingTimeStart: firstForm.value?.signingTime?.[0],
       signingTimeEnd: firstForm.value?.signingTime?.[1],
+      payingTimeBegin: firstForm.value?.payingTime?.[0],
+      payingTimeEnd: firstForm.value?.payingTime?.[1],
+      riskStartDateBegin: firstForm.value?.riskStartDate?.[0],
+      riskStartDateEnd: firstForm.value?.riskStartDate?.[1],
+
       isProblem: 1
     }
   }
@@ -722,6 +785,9 @@ const handleToDetail = (scope, bool, index) => {
 const handleChange = (val) => {
   firstForm.value.deptId = val[val.length - 1]
 }
+const handleCompanyChange = (e: any) => {
+  firstForm.value.partnerCompanyId = e?.[e.length - 1] || ''
+}
 const handleCancel = (scope) => {
   api.financeApi.updateToUnQuestionOrder(scope.row.orderNo).then((res: any) => {
     if (res.code == 200) {
@@ -778,17 +844,13 @@ const handleExport = (type: any) => {
     pages: pages.value,
     size: size.value,
     receiveUser: localStorage.getItem('userName'),
-    licenseNo: firstForm.value?.licenseNo,
-    attrType: firstForm.value?.attrType,
-    salesman: firstForm.value?.salesman,
-    orderType: firstForm.value?.orderType,
-    companyId: firstForm.value?.companyId,
-    deptId: firstForm.value?.deptId,
-    insurName: firstForm.value?.insurName,
+    ...firstForm.value,
     quotationTimeStart: firstForm.value?.quotationTime?.[0],
     quotationTimeEnd: firstForm.value?.quotationTime?.[1],
     signingTimeStart: firstForm.value?.signingTime?.[0],
-    signingTimeEnd: firstForm.value?.insurName?.[1],
+    signingTimeEnd: firstForm.value?.signingTime?.[1],
+    payingTimeStart: firstForm.value?.payingTime?.[0],
+    payingTimeEnd: firstForm.value?.payingTime?.[1],
     isProblem: type == '3' ? 1 : 0
   }
   if (type !== '3') {
@@ -835,6 +897,7 @@ onMounted(() => {
   initList('2');
   initList('3');
   initCompany();
+  initCompanyOptions();
   institutionList();
   getagreementList();
 })
@@ -884,4 +947,4 @@ let isTrue = ref(false)
 :deep(.el-table__body tr.current-row:hover > td) {
   background-color: #b4ddf8 !important;
 }
-</style>
+</style>

src/views/finance/index.vue

@@ -64,7 +64,7 @@
             </el-col>
             <el-col :span="8">
               <el-form-item label="签单时间 ">
-                <el-date-picker v-model="firstForm.signingTime " type="daterange" range-separator="至"
+                <el-date-picker v-model="firstForm.signingTime" type="daterange" range-separator="至"
                   start-placeholder="开始时间" end-placeholder="结束时间" format="YYYY-MM-DD" value-format="YYYY-MM-DD" />
               </el-form-item>
             </el-col>
@@ -113,6 +113,12 @@
                   @change="handleChange" :props="tableProps"></el-cascader>
               </el-form-item>
             </el-col>
+            <el-col :span="8">
+              <el-form-item label="起保时间">
+                <el-date-picker v-model="firstForm.riskStartDate" type="daterange" range-separator="至"
+                  start-placeholder="开始时间" end-placeholder="结束时间" format="YYYY-MM-DD" value-format="YYYY-MM-DD" />
+              </el-form-item>
+            </el-col>
             <el-col v-show="isTrue" :span="8">
               <el-form-item label="交强保单号">
                 <el-input v-model="firstForm.jqPolicyNo" placeholder="请输入" clearable></el-input>
@@ -191,7 +197,7 @@
               </el-form-item>
             </el-col>
             <el-col :span="8">
-                <el-form-item label="保险机构">
+              <el-form-item label="保险机构">
                 <el-cascader filterable clearable placeholder="请选择" v-model="firstForm.partnerCompanyId"
                   style="width: 100%;" :options="companyoptionsList" :props="companyIdprops"
                   @change="handleCompanyChange" />
@@ -696,7 +702,7 @@
           <el-table-column prop="deptName" label="出单机构" width="120"></el-table-column>
           <el-table-column label="操作" fixed="right" width="200">
             <template #default="scope">
-              <el-button link type="primary" size="small" @click="handleToDetail(scope,'3')">详情</el-button>
+              <el-button link type="primary" size="small" @click="handleToDetail(scope, '3')">详情</el-button>
               <el-button link type="primary" size="small" @click="handleCancel(scope)">取消疑问订单</el-button>
             </template>
           </el-table-column>
@@ -899,6 +905,14 @@ const initData = (type) => {
   if (type == '0' || type == '1' || type == '2') {
     obj = {
       ...firstForm.value,
+      quotationTimeStart: firstForm.value?.quotationTime?.[0],
+      quotationTimeEnd: firstForm.value?.quotationTime?.[1],
+      signingTimeStart: firstForm.value?.signingTime?.[0],
+      signingTimeEnd: firstForm.value?.signingTime?.[1],
+      payingTimeBegin: firstForm.value?.payingTime?.[0],
+      payingTimeEnd: firstForm.value?.payingTime?.[1],
+      riskStartDateBegin: firstForm.value?.riskStartDate?.[0],
+      riskStartDateEnd: firstForm.value?.riskStartDate?.[1],
       auditStatus: type,
       pages: pages.value,
       size: size.value,
@@ -908,6 +922,14 @@ const initData = (type) => {
       pages: pages.value,
       size: size.value,
       ...firstForm.value,
+      quotationTimeStart: firstForm.value?.quotationTime?.[0],
+      quotationTimeEnd: firstForm.value?.quotationTime?.[1],
+      signingTimeStart: firstForm.value?.signingTime?.[0],
+      signingTimeEnd: firstForm.value?.signingTime?.[1],
+      payingTimeBegin: firstForm.value?.payingTime?.[0],
+      payingTimeEnd: firstForm.value?.payingTime?.[1],
+      riskStartDateBegin: firstForm.value?.riskStartDate?.[0],
+      riskStartDateEnd: firstForm.value?.riskStartDate?.[1],
       isProblem: 1
     }
   }
@@ -976,7 +998,7 @@ const viewDetail = (row) => {
   myRouter.push({
     name: 'InsurancePolicyViewDetail',
     query: {
-      info:JSON.stringify(row),
+      info: JSON.stringify(row),
       activeindex: activeName.value
     }
   })