Update form-input.vue

Update step-edit-archive.vue
Merge branch 'release-20260901' of http://175.27.226.205:3000/huxuejian/ykt-team-wxapp into release-20260901
2026-09-04 09:17:54 +08:00 · 2026-09-03 11:08:40 +08:00 · 2026-09-02 17:52:15 +08:00 · 2026-09-02 17:52:13 +08:00 · 2026-09-02 14:52:58 +08:00 · 2026-09-02 14:50:14 +08:00
20 changed files with 1113 additions and 107 deletions
--- a/components/form-template/form-cell/form-input.vue
+++ b/components/form-template/form-cell/form-input.vue
@ -34,6 +34,10 @@ const props = defineProps({
 	title: {
 		default: ''
 	},
+	placeholder: {
+		type: String,
+		default: ''
+	},
 	disableChange: {
 		type: Boolean,
 		default: false
@ -44,7 +48,12 @@ const props = defineProps({
 	},
 })

-const placeholder = computed(() => `请输入${props.name || ''}`)
+const placeholder = computed(() => {
+	if (typeof props.placeholder === 'string' && props.placeholder.trim()) {
+		return props.placeholder.trim()
+	}
+	return `请输入${props.name || ''}`
+})
 const value = computed(() => props.form && props.form && props.form[props.title] ? props.form[props.title] : '')

 function change(e) {
--- a/components/form-template/form-cell/index.vue
+++ b/components/form-template/form-cell/index.vue
@ -2,20 +2,20 @@
  <!-- <view class="text-danger px-10">{{ attrs.name }} {{ attrs.title }} {{ attrs.type }}</view> -->
  <form-datepicker v-if="attrs.type === 'date'" v-bind="attrs" :form="form" :disableChange="disableChange"
    @change="change" />
-  <form-input v-else-if="attrs.type === 'input'" v-bind="attrs" :form="form" :disableChange="disableChange"
-    @change="change" />
+  <form-input v-else-if="attrs.type === 'input' || attrs.type === 'hisCardNo'" v-bind="attrs" :form="form"
+    :disableChange="disableChange" @change="change" />
  <form-radio v-else-if="attrs.type === 'radio'" v-bind="attrs" :form="form" :disableChange="disableChange"
    @change="change" />
  <form-region v-else-if="attrs.type === 'region'" v-bind="attrs" :form="form" :disableChange="disableChange"
    @change="change" />
  <form-select v-else-if="attrs.type === 'select'" v-bind="attrs" :form="form" :disableChange="disableChange"
    @change="change" />
-  <form-evaluated-joint v-else-if="attrs.type === 'evaluatedJoint'" v-bind="attrs" :form="form" :disableChange="disableChange"
-    @change="change" />
-  <form-exercise-level v-else-if="attrs.type === 'exerciseLevel'" v-bind="attrs" :form="form" :disableChange="disableChange"
-    @change="change" />
-  <form-select-and-other v-else-if="attrs.type === 'selectAndOther'" v-bind="attrs" :form="form" :disableChange="disableChange"
-    @change="change" />
+  <form-evaluated-joint v-else-if="attrs.type === 'evaluatedJoint'" v-bind="attrs" :form="form"
+    :disableChange="disableChange" @change="change" />
+  <form-exercise-level v-else-if="attrs.type === 'exerciseLevel'" v-bind="attrs" :form="form"
+    :disableChange="disableChange" @change="change" />
+  <form-select-and-other v-else-if="attrs.type === 'selectAndOther'" v-bind="attrs" :form="form"
+    :disableChange="disableChange" @change="change" />
  <form-textarea v-else-if="attrs.type === 'textarea'" v-bind="attrs" :form="form" :disableChange="disableChange"
    @change="change" />
  <form-mult-disease v-else-if="attrs.type === 'selfMultipleDiseases'" v-bind="attrs" :form="form" @change="change"
--- a/components/form-template/index.vue
+++ b/components/form-template/index.vue
@ -1,7 +1,7 @@
 <template>
  <template v-for="item in formItems" :key="item.title">
-    <form-cell v-if="item.cellType === 'formCellItem'" v-bind="item" :form="form"
-      :disableChange="isDisableChange(item)" @change="change" @addRule="addRule" />
+    <form-cell v-if="item.cellType === 'formCellItem'" v-bind="item" :form="form" :disableChange="isDisableChange(item)"
+      @change="change" @addRule="addRule" />
  </template>
  <form-cell />
 </template>
@ -33,7 +33,7 @@ const props = defineProps({
  }
 })

-const formCellType = ['input', 'select', 'date', 'radio', 'region', 'textarea', 'multiSelectAndOther', 'selectAndOther', 'selfMultipleDiseases', 'files', 'diagnosis', 'positiveFind', 'evaluatedJoint', 'exerciseLevel'];
+const formCellType = ['input', 'select', 'date', 'radio', 'region', 'textarea', 'multiSelectAndOther', 'selectAndOther', 'selfMultipleDiseases', 'files', 'diagnosis', 'positiveFind', 'evaluatedJoint', 'exerciseLevel', 'hisCardNo'];
 const formCellTitle = ['surgicalHistory'];
 const customCellType = ['BMI', 'bloodPressure'];
 const disabledMap = computed(() => props.disableTitles.reduce((m, i) => {
--- a/pages.json
+++ b/pages.json
@ -262,6 +262,20 @@
            "disableScroll": true
          }
        },
+        {
+          "path": "step-edit-archive",
+          "style": {
+            "navigationBarTitleText": "新增档案",
+            "disableScroll": true
+          }
+        },
+        {
+          "path": "fill-his-archive",
+          "style": {
+            "navigationBarTitleText": "完善信息",
+            "disableScroll": true
+          }
+        },
        {
          "path": "archive-result",
          "style": {
--- a/pages/ai-consult/chat.vue
+++ b/pages/ai-consult/chat.vue
@ -1,5 +1,14 @@
 <template>
-  <view class="chat-page">
+  <page-meta page-style="overflow: hidden;"></page-meta>
+  <view class="chat-page" :style="{ bottom: `${keyboardHeight}px` }">
+    <view v-if="session" class="patient-info-bar" @click="openPatientInfo">
+      <view class="patient-summary">
+        <text class="patient-name">{{ patientDisplayName }}</text>
+        <text v-if="patientDetail" class="patient-detail">{{ patientDetail }}</text>
+      </view>
+      <text class="patient-action">查看/修改</text>
+      <text class="patient-arrow">›</text>
+    </view>
    <scroll-view scroll-y class="chat-content" :scroll-into-view="bottomId">
      <view class="message-list">
        <view v-for="(item, index) in messages" :key="item._id" :id="`message-${item._id}`" class="message-item" :class="`message-${item.sender}`">
@ -7,7 +16,7 @@
          <evaluation-card v-if="item.messageType === 'consult_ended' && (item.rateId || session?.rateId)" class="rate-card" :extension="{ rateId: item.rateId || session.rateId }" :corp-id="corpId" :doctor-info="rateAssistantInfo" />
          <view v-else-if="item.sender === 'system' && item.messageType !== 'risk_notice'" class="system-message" :class="{ warn: item.messageType === 'sensitive_notice' }">{{ displayContent(item) }}</view>
          <view v-else-if="item.messageType !== 'risk_notice'" class="message-content">
-            <image v-if="item.sender === 'assistant'" class="avatar assistant-avatar" src="/static/home/ai-consult-assistant.png" mode="aspectFill" />
+            <image v-if="item.sender === 'assistant'" class="avatar assistant-avatar" :src="assistantAvatar" mode="aspectFill" @error="handleAssistantAvatarError" />
            <view class="message-bubble-container">
              <view v-if="item.sender === 'assistant'" class="username-label">{{ assistantDisplayName }}</view>
              <view class="message-bubble" :class="{ pending: item._sendStatus === 'pending' }">
@ -19,13 +28,13 @@
          </view>
        </view>
        <view v-if="waitingAi" class="message-item message-assistant">
-          <view class="message-content"><image class="avatar assistant-avatar" src="/static/home/ai-consult-assistant.png" mode="aspectFill" /><view class="message-bubble-container"><view class="username-label">{{ assistantDisplayName }}</view><view class="message-bubble thinking"><view class="thinking-dot"></view><view class="thinking-dot"></view><view class="thinking-dot"></view></view></view></view>
+          <view class="message-content"><image class="avatar assistant-avatar" :src="assistantAvatar" mode="aspectFill" @error="handleAssistantAvatarError" /><view class="message-bubble-container"><view class="username-label">{{ assistantDisplayName }}</view><view class="message-bubble thinking"><view class="thinking-dot"></view><view class="thinking-dot"></view><view class="thinking-dot"></view></view></view></view>
        </view>
        <view id="bottom" />
      </view>
    </scroll-view>
    <view v-if="active" class="input-section">
-      <textarea v-model="content" class="text-input" maxlength="1000" auto-height confirm-type="send" :show-confirm-bar="false" placeholder="请输入消息" @confirm="send" />
+      <textarea v-model="content" class="text-input" maxlength="1000" auto-height fixed confirm-type="send" :show-confirm-bar="false" :adjust-position="false" placeholder="请输入消息" @confirm="send" />
      <button class="send-btn" :disabled="!content.trim()" @click="send">发送</button>
    </view>
    <view v-else class="ended">本次咨询已结束</view>
@ -34,7 +43,7 @@

 <script setup>
 import { ref, nextTick, computed } from 'vue';
-import { onLoad, onShow } from '@dcloudio/uni-app';
+import { onLoad, onShow, onUnload } from '@dcloudio/uni-app';
 import api from '@/utils/api';
 import useAccountStore from '@/store/account';
 import { storeToRefs } from 'pinia';
@ -45,14 +54,28 @@ const { openid } = storeToRefs(useAccountStore());
 const corpId = ref('');
 const sessionId = ref('');
 const session = ref(null);
+const patientInfo = ref(null);
 const messages = ref([]);
 const content = ref('');
 const pendingRequestCount = ref(0);
 const waitingAi = ref(false);
 const bottomId = ref('');
 const active = ref(false);
+const keyboardHeight = ref(0);
+const avatarLoadFailed = ref(false);
+const defaultAssistantAvatar = '/static/home/ai-consult-assistant.png';
 const assistantDisplayName = computed(() => removeAiLabel(session.value?.assistantName, '咨询助理'));
-const rateAssistantInfo = computed(() => ({ name: assistantDisplayName.value, title: '咨询助理', department: session.value?.teamName || '', avatar: '' }));
+const assistantAvatar = computed(() => avatarLoadFailed.value ? defaultAssistantAvatar : (session.value?.assistantAvatar || defaultAssistantAvatar));
+const rateAssistantInfo = computed(() => ({ name: assistantDisplayName.value, title: '咨询助理', department: session.value?.teamName || '', avatar: assistantAvatar.value }));
+const patientDisplayName = computed(() => patientInfo.value?.name || session.value?.customerName || '未建档患者');
+const patientDetail = computed(() => {
+  const patient = patientInfo.value || {};
+  const details = [];
+  if (patient.sex) details.push(patient.sex);
+  if (patient.age !== '' && patient.age !== null && patient.age !== undefined) details.push(`${patient.age}岁`);
+  if (patient.relationship) details.push(patient.relationship);
+  return details.join(' · ');
+});

 function displayContent(item) {
  const value = item?.content || '';
@ -85,10 +108,29 @@ async function scrollToBottom() {
  await nextTick();
  bottomId.value = 'bottom';
 }
+function handleKeyboardHeightChange(res) {
+  keyboardHeight.value = Math.max(0, Number(res?.height) || 0);
+  if (keyboardHeight.value > 0) scrollToBottom();
+}
+function handleAssistantAvatarError() {
+  avatarLoadFailed.value = true;
+}
+function openPatientInfo() {
+  const customerId = session.value?.archiveCustomerId;
+  if (!customerId) return uni.showToast({ title: '暂无可查看的患者档案', icon: 'none' });
+  const params = [
+    `teamId=${encodeURIComponent(session.value?.teamId || '')}`,
+    `corpId=${encodeURIComponent(corpId.value)}`,
+    `id=${encodeURIComponent(customerId)}`,
+  ];
+  uni.navigateTo({ url: `/pages/archive/edit-archive?${params.join('&')}` });
+}
 async function detail() {
  const res = await api('getAiConsultSessionDetail', { corpId: corpId.value, sessionId: sessionId.value, miniAppId: openid.value || uni.getStorageSync('openid') }, false);
  if (!res?.success) return uni.showToast({ title: removeAiLabel(res?.message, '加载失败'), icon: 'none' });
  session.value = res.data.session;
+  avatarLoadFailed.value = false;
+  patientInfo.value = res.data.patient || null;
  messages.value = res.data.messages || [];
  active.value = session.value.status === 'active';
  uni.setNavigationBarTitle({ title: assistantDisplayName.value });
@ -121,41 +163,55 @@ async function send() {
  }
 }

-onLoad(opts => { corpId.value = opts.corpId; sessionId.value = opts.sessionId; detail(); });
+onLoad(opts => {
+  corpId.value = opts.corpId;
+  sessionId.value = opts.sessionId;
+  uni.onKeyboardHeightChange(handleKeyboardHeightChange);
+  detail();
+});
 onShow(detail);
+onUnload(() => {
+  uni.offKeyboardHeightChange(handleKeyboardHeightChange);
+});
 </script>

 <style scoped>
-.chat-page { height: 100vh; display: flex; flex-direction: column; background: #f5f7fb; overflow: hidden; }
+.chat-page { position: fixed; top: 0; right: 0; left: 0; display: flex; flex-direction: column; background: #f5f7fb; overflow: hidden; }
+.patient-info-bar { height: 80rpx; padding: 0 24rpx; display: flex; align-items: center; box-sizing: border-box; background: #fff; border-bottom: 1rpx solid #edf0f4; flex-shrink: 0; }
+.patient-summary { display: flex; align-items: center; gap: 16rpx; min-width: 0; flex: 1; }
+.patient-name { max-width: 220rpx; color: #283242; font-size: 30rpx; font-weight: 600; white-space: nowrap; overflow: hidden; text-overflow: ellipsis; }
+.patient-detail { min-width: 0; color: #7d8590; font-size: 27rpx; white-space: nowrap; overflow: hidden; text-overflow: ellipsis; }
+.patient-action { margin-left: 16rpx; color: #0877f1; font-size: 26rpx; white-space: nowrap; flex-shrink: 0; }
+.patient-arrow { margin-left: 6rpx; color: #0877f1; font-size: 34rpx; line-height: 1; flex-shrink: 0; }
 .chat-content { flex: 1; height: 0; box-sizing: border-box; }
 .message-list { padding: 28rpx 24rpx 40rpx; }
 .message-item { margin-bottom: 28rpx; }
 .message-content { display: flex; align-items: flex-start; gap: 16rpx; }
 .message-patient .message-content { justify-content: flex-end; }
-.avatar { width: 72rpx; height: 72rpx; flex: 0 0 72rpx; display: flex; align-items: center; justify-content: center; border-radius: 50%; font-size: 24rpx; font-weight: 600; }
+.avatar { width: 72rpx; height: 72rpx; flex: 0 0 72rpx; display: flex; align-items: center; justify-content: center; border-radius: 50%; font-size: 26rpx; font-weight: 600; }
 .assistant-avatar { color: #fff; background: linear-gradient(135deg, #4d93ff, #0877f1); }
 .patient-avatar { color: #0877f1; background: #e2efff; }
 .message-bubble-container { max-width: 74%; min-width: 0; }
 .message-patient .message-bubble-container { display: flex; flex-direction: column; align-items: flex-end; }
-.username-label { margin: 2rpx 0 10rpx; color: #8a919f; font-size: 24rpx; line-height: 32rpx; }
+.username-label { margin: 2rpx 0 10rpx; color: #8a919f; font-size: 26rpx; line-height: 34rpx; }
 .message-bubble { padding: 18rpx 22rpx; border-radius: 8rpx 22rpx 22rpx; background: #fff; box-shadow: 0 4rpx 14rpx rgba(17, 48, 89, .06); }
 .message-patient .message-bubble { color: #fff; border-radius: 22rpx 8rpx 22rpx 22rpx; background: #0877f1; box-shadow: 0 4rpx 14rpx rgba(8, 119, 241, .18); }
 .message-bubble.pending { opacity: .72; }
-.message-text { color: inherit; font-size: 30rpx; line-height: 46rpx; white-space: pre-wrap; word-break: break-word; }
-.time-divider { margin: 2rpx 0 22rpx; color: #a0a6b0; text-align: center; font-size: 23rpx; }
-.system-message { display: inline-block; margin: 0 auto; padding: 10rpx 20rpx; color: #79808c; background: #e9ecf1; border-radius: 22rpx; font-size: 24rpx; line-height: 36rpx; }
+.message-text { color: inherit; font-size: 32rpx; line-height: 48rpx; white-space: pre-wrap; word-break: break-word; }
+.time-divider { margin: 2rpx 0 22rpx; color: #a0a6b0; text-align: center; font-size: 25rpx; }
+.system-message { display: inline-block; margin: 0 auto; padding: 10rpx 20rpx; color: #79808c; background: #e9ecf1; border-radius: 22rpx; font-size: 26rpx; line-height: 38rpx; }
 .message-system { text-align: center; }
 .system-message.warn { color: #d84256; background: #fff0f1; }
-.send-status { margin-top: 8rpx; color: #e34d59; font-size: 23rpx; }
+.send-status { margin-top: 8rpx; color: #e34d59; font-size: 25rpx; }
 .thinking { display: flex; align-items: center; gap: 8rpx; min-width: 84rpx; padding: 26rpx 28rpx; }
 .thinking-dot { width: 10rpx; height: 10rpx; border-radius: 50%; background: #7f8998; animation: thinking 1.2s infinite ease-in-out; }
 .thinking-dot:nth-child(2) { animation-delay: .16s; }
 .thinking-dot:nth-child(3) { animation-delay: .32s; }
@keyframes thinking { 0%, 60%, 100% { opacity: .35; transform: translateY(0); } 30% { opacity: 1; transform: translateY(-7rpx); } }
 .input-section { display: flex; align-items: flex-end; gap: 16rpx; padding: 16rpx 24rpx calc(16rpx + env(safe-area-inset-bottom)); background: #fff; border-top: 1rpx solid #edf0f4; }
-.text-input { flex: 1; max-height: 180rpx; padding: 16rpx 20rpx; box-sizing: border-box; color: #283242; background: #f3f5f8; border-radius: 12rpx; font-size: 29rpx; line-height: 40rpx; }
-.send-btn { flex: 0 0 auto; height: 72rpx; margin: 0; padding: 0 26rpx; color: #fff; background: #0877f1; border-radius: 12rpx; font-size: 27rpx; line-height: 72rpx; }
+.text-input { flex: 1; max-height: 180rpx; padding: 16rpx 20rpx; box-sizing: border-box; color: #283242; background: #f3f5f8; border-radius: 12rpx; font-size: 31rpx; line-height: 42rpx; }
+.send-btn { flex: 0 0 auto; height: 72rpx; margin: 0; padding: 0 26rpx; color: #fff; background: #0877f1; border-radius: 12rpx; font-size: 29rpx; line-height: 72rpx; }
 .send-btn[disabled] { color: #fff; background: #a9cfff; }
 .rate-card { display: block; margin: 20rpx 0 0; }
-.ended { padding: 30rpx; color: #7d8590; text-align: center; background: #fff; font-size: 27rpx; }
+.ended { padding: 30rpx; color: #7d8590; text-align: center; background: #fff; font-size: 29rpx; }
 </style>
--- a/pages/archive/archive-manage.vue
+++ b/pages/archive/archive-manage.vue
@ -109,6 +109,15 @@ async function getMatchedHisArchive(data) {
    customer.value = data;
    corpName.value = res.corpName || '';
    showBindHisPopup.value = true;
+  } else if (res && res.isCustomerInfoNotMatchQueryPlans) {
+    try {
+      await confirm('请完善信息', { cancelText: '取消', confirmText: '确认' });
+      uni.navigateTo({
+        url: `/pages/archive/fill-his-archive?teamId=${teamId.value}&corpId=${corpId.value}&id=${data._id}`
+      });
+    } catch (error) {
+      // 用户取消后停留在档案管理页。
+    }
  } else {
    confirm(res?.message || '获取档案信息失败', { showCancel: false })
  }
@ -133,6 +142,7 @@ useLoad(options => {
 })

 useShow(() => {
+  console.log('show~~~~~~')
  if (teamId.value && corpId.value) {
    getMembers()
  }
--- a/pages/archive/edit-archive.vue
+++ b/pages/archive/edit-archive.vue
@ -10,8 +10,9 @@
      </view>
    </view>
    <template #footer>
-      <button-footer :showCancel="customerId ? true : false" cancelText="删除"
-        :confirmText="healthTypes.length ? '下一步' : '保存'" @cancel="unBindArchive()" @confirm="confirm()" />
+      <!-- :showCancel="customerId ? true : false" -->
+      <button-footer :showCancel="false" cancelText="删除" :confirmText="healthTypes.length ? '下一步' : '保存'"
+        @cancel="unBindArchive()" @confirm="confirm()" />
    </template>
  </full-page>
  <bind-popup :customers="customers" :corpName="corpName" :enableHis="enableHis" :visible="visible"
@ -49,9 +50,9 @@ const referenceCustomerId = ref('');
 const customer = ref({});
 const customerId = ref('');
 const customers = ref([]);
-const disableTitles = ref(['mobile']);
+// const disableTitles = ref(['mobile']);
 const form = ref({});
-const formItems = ref([]);
+const teamFormItems = ref([]);
 const loading = ref(false);
 const teamId = ref('');
 const tempRef = ref(null);
@ -62,11 +63,33 @@ const healthTypes = ref([]);
 const enableHis = ref(false);
 const source = ref('');
 const redirectUrl = ref('');
+const archiveQueryPlans = ref([]);
+const pageOptions = ref({});

 const formData = computed(() => {
+  if (customerId.value) {
+    return { ...customer.value, ...form.value }
+  }
  return { ...customer.value, ...form.value, mobile: account.value?.mobile }
 });

+const formItems = computed(() => {
+  return teamFormItems.value.map(i => {
+    if (i.title === 'mobile' && formData.value.mobile && formData.value.mobile === account.value?.mobile) {
+      return { ...i, appendText: '(授权手机号)' }
+    }
+    return i
+  })
+})
+
+const disableTitles = computed(() => {
+  const list = ['mobile'];
+  if (customer.value._id && customer.value.isConnectHis) {
+    list.push('name', 'idCard', 'sex', 'age', 'birthday')
+  }
+  return list
+})
+
 function change({ title, value }) {
  if (title) {
    form.value[title] = value;
@ -105,36 +128,12 @@ function preProcessFrom() {
    form.value.relationship = '本人';
  }
  const cardTypeItem = formItems.value.find(item => item.title === 'cardType');
-  const cardTypeRange = cardTypeItem && Array.isArray(cardTypeItem.range) ? relationItem.range : [];
+  const cardTypeRange = cardTypeItem && Array.isArray(cardTypeItem.range) ? cardTypeItem.range : [];
  if (cardTypeRange.includes('身份证')) {
    form.value.cardType = '身份证';
  }
 }

-/**
- * 产品要求, 编辑的情况下 姓名、身份证号、性别、年龄、出生年月
- * 建档成功或者绑定档案成功后，姓名、身份证号、性别、年龄、出生年月。如果有内容的都不允许修改。没有内容的则允许编辑。
- */
-function setDisabledTitles(data) {
-  const list = ['mobile'];
-  if (data.name) {
-    list.push('name');
-  }
-  if (data.idCard) {
-    list.push('idCard');
-  }
-  if (data.sex) {
-    list.push('sex');
-  }
-  if (data.age) {
-    list.push('age');
-  }
-  if (data.birthday) {
-    list.push('birthday');
-  }
-  disableTitles.value = list;
-}
-
 async function addArchive() {
  if (loading.value) return;
  loading.value = true;
@ -230,6 +229,10 @@ async function bindArchive(customerId) {
 }

 async function init() {
+  if (await initArchiveQueryConfig()) return;
+  if (referenceCustomerId.value) {
+    getReferenceCustomer();
+  }
  if (customerId.value) {
    await getCustomer();
  } else {
@ -251,6 +254,39 @@ async function init() {

 }

+async function initArchiveQueryConfig() {
+  const res = await api('getCorpInfo', { corpId: corpId.value }, false);
+  const data = Array.isArray(res.data)
+    ? res.data[0]
+    : Array.isArray(res.data?.data)
+      ? res.data.data[0]
+      : res.data?.data || res.data || {};
+  const config = data.hisArchiveQueryConfig && typeof data.hisArchiveQueryConfig === 'object'
+    ? data.hisArchiveQueryConfig
+    : {};
+  const plans = Array.isArray(config.plans)
+    ? config.plans
+    : Array.isArray(config.schemes)
+      ? config.schemes
+      : [];
+  archiveQueryPlans.value = plans.filter(plan => plan && Array.isArray(plan.fields) && plan.fields.length);
+  if (archiveQueryPlans.value.length) {
+    redirectArchivePage('step-edit-archive');
+    return true;
+  }
+  return false;
+}
+
+function redirectArchivePage(page) {
+  const query = Object.entries(pageOptions.value)
+    .filter(([, value]) => value !== undefined && value !== null && value !== '')
+    .map(([key, value]) => `${encodeURIComponent(key)}=${encodeURIComponent(String(value))}`)
+    .join('&');
+  uni.redirectTo({
+    url: `/pages/archive/${page}${query ? `?${query}` : ''}`
+  });
+}
+
 async function getExperienceCouponBindArchive() {
  const res = await api('getCustomerByCustomerId', { corpId: corpId.value, customerId: bindCustomerId.value });
  const data = res && res.success && res.data ? res.data : null;
@ -271,12 +307,7 @@ async function getArchives() {
 async function getBaseForm() {
  const res = await api('getTeamBaseInfo', { corpId: corpId.value, teamId: teamId.value });
  if (res && res.success) {
-    formItems.value = Array.isArray(res.data) ? res.data : [];
-    const mobileIndex = formItems.value.findIndex(item => item.title === 'mobile');
-    if (mobileIndex > -1) {
-      formItems.value[mobileIndex].appendText = `(授权手机号)`;
-    }
-
+    teamFormItems.value = Array.isArray(res.data) ? res.data : [];
  } else {
    toast(res?.message || '查询失败');
    return Promise.reject()
@ -287,7 +318,6 @@ async function getCustomer() {
  const res = await api('getCustomerByCustomerId', { customerId: customerId.value });
  if (res && res.success && res.data) {
    customer.value = res.data;
-    setDisabledTitles(res.data)
  } else {
    await toast(res?.message || '查询档案信息失败');
    uni.navigateBack();
@ -339,6 +369,7 @@ async function getTeam(corpId, teamId, customerId) {


 onLoad(options => {
+  pageOptions.value = { ...options };
  teamId.value = options.teamId;
  corpId.value = options.corpId;
  customerId.value = options.id || '';
@ -347,9 +378,6 @@ onLoad(options => {
  referenceCustomerId.value = options.referenceCustomerId || '';
  source.value = options.source || '';
  redirectUrl.value = options.redirectUrl || '';
-  if (referenceCustomerId.value) {
-    getReferenceCustomer();
-  }
  uni.setNavigationBarTitle({ title: customerId.value ? '编辑档案' : '新增档案' })
 })

--- a/pages/archive/fill-his-archive.vue
+++ b/pages/archive/fill-his-archive.vue
@ -0,0 +1,213 @@
+<template>
+  <full-page :customScroll="false">
+    <view v-if="configLoaded && !queryFields.length" class="flex items-center justify-center h-full">
+      <empty-data text="当前机构暂未配置院内档案查询方案" />
+    </view>
+    <view v-else-if="queryFields.length" class="p-15">
+      <view class="bg-white rounded shadow-lg">
+        <form-template ref="formRef" :items="queryFormItems" :form="formData" @change="change" />
+      </view>
+    </view>
+    <template #footer>
+      <button-footer v-if="queryFields.length" :showCancel="false" confirmText="保存" @confirm="save" />
+    </template>
+  </full-page>
+</template>
+
+<script setup>
+import { computed, ref } from 'vue';
+import { onLoad } from '@dcloudio/uni-app';
+import api from '@/utils/api';
+import { toast } from '@/utils/widget';
+
+import ButtonFooter from '@/components/button-footer.vue';
+import EmptyData from '@/components/empty-data.vue';
+import FullPage from '@/components/full-page.vue';
+import formTemplate from '@/components/form-template/index.vue';
+
+const corpId = ref('');
+const teamId = ref('');
+const customerId = ref('');
+const customer = ref({});
+const form = ref({});
+const archiveQueryPlans = ref([]);
+const configLoaded = ref(false);
+const saving = ref(false);
+const formRef = ref(null);
+
+const queryFields = computed(() => {
+  const fields = [];
+  const fieldKeys = new Set();
+  archiveQueryPlans.value.forEach((plan) => {
+    (Array.isArray(plan?.fields) ? plan.fields : []).forEach((field) => {
+      const source = typeof field === 'string' ? { fieldKey: field } : field || {};
+      const fieldKey = String(source.fieldKey || source.feildKey || source.key || source.title || '').trim();
+      if (!fieldKey || fieldKeys.has(fieldKey)) return;
+      fieldKeys.add(fieldKey);
+      fields.push({
+        fieldKey,
+        label: source.label || source.labelSnapshot || source.name || fieldKey,
+      });
+    });
+  });
+  return fields;
+});
+
+// 查询方案字段在此页面一律按普通文本输入框处理。
+const queryFormItems = computed(() => queryFields.value.map((field) => ({
+  title: field.fieldKey,
+  name: field.label,
+  type: 'input',
+})));
+
+const formData = computed(() => ({ ...customer.value, ...form.value }));
+
+function change({ title, value }) {
+  if (title) form.value[title] = value;
+}
+
+async function initArchiveQueryConfig() {
+  try {
+    const res = await api('getCorpInfo', { corpId: corpId.value }, false);
+    const data = Array.isArray(res?.data)
+      ? res.data[0]
+      : Array.isArray(res?.data?.data)
+        ? res.data.data[0]
+        : res?.data?.data || res?.data || {};
+    const config = data?.hisArchiveQueryConfig && typeof data.hisArchiveQueryConfig === 'object'
+      ? data.hisArchiveQueryConfig
+      : {};
+    const plans = Array.isArray(config.plans)
+      ? config.plans
+      : Array.isArray(config.schemes)
+        ? config.schemes
+        : [];
+    archiveQueryPlans.value = plans.filter((plan) => plan && Array.isArray(plan.fields) && plan.fields.length);
+  } finally {
+    configLoaded.value = true;
+  }
+}
+
+async function getCustomer() {
+  const res = await api('getCustomerByCustomerId', { customerId: customerId.value });
+  if (res?.success && res.data) {
+    customer.value = res.data;
+    return true;
+  }
+  await toast(res?.message || '查询档案信息失败');
+  uni.navigateBack();
+  return false;
+}
+
+async function save() {
+  // if (saving.value || !formRef.value?.verify()) return;
+  saving.value = true;
+  try {
+    const matchedPlans = archiveQueryPlans.value.filter(isQueryPlanSatisfied);
+    if (!matchedPlans.length) {
+      toast('请完善信息');
+      return;
+    }
+
+    const matchedArchive = await queryHisArchive(matchedPlans);
+    if (!matchedArchive) {
+      toast('没有查询到患者院内档案，可先前往医院建档。');
+      return;
+    }
+    if (!matchedArchive.archive.customerNumber) {
+      toast('院内档案缺少门诊ID，无法关联');
+      return;
+    }
+
+    const updateRes = await api('updateCustomer', {
+      id: customerId.value,
+      params: {
+        ...matchedArchive.conditions,
+        customerNumber: matchedArchive.archive.customerNumber,
+        isConnectHis: true,
+      },
+    });
+    if (!updateRes?.success) {
+      toast(updateRes?.message || '保存失败');
+      return;
+    }
+    await toast('保存并关联成功');
+    uni.$emit('reloadTeamCustomers');
+    uni.navigateBack();
+  } finally {
+    saving.value = false;
+  }
+}
+
+function getPlanFields(plan) {
+  return (Array.isArray(plan?.fields) ? plan.fields : [])
+    .map((field) => {
+      const source = typeof field === 'string' ? { fieldKey: field } : field || {};
+      const fieldKey = String(source.fieldKey || source.feildKey || source.key || source.title || '').trim();
+      if (!fieldKey) return null;
+      return { fieldKey };
+    })
+    .filter(Boolean);
+}
+
+function normalizeFieldValue(value) {
+  return value === undefined || value === null ? '' : String(value).trim();
+}
+
+function isQueryPlanSatisfied(plan) {
+  const fields = getPlanFields(plan);
+  return fields.length > 0 && fields.every((field) => normalizeFieldValue(formData.value[field.fieldKey]) !== '');
+}
+
+function getQueryConditions(plan) {
+  return getPlanFields(plan).reduce((conditions, field) => {
+    conditions[field.fieldKey] = formData.value[field.fieldKey];
+    return conditions;
+  }, {});
+}
+
+function isHisArchiveMatched(archive, conditions) {
+  return Object.keys(conditions).every((fieldKey) =>
+    normalizeFieldValue(archive?.[fieldKey]) === normalizeFieldValue(conditions[fieldKey])
+  );
+}
+
+async function queryHisArchive(plans) {
+  for (const plan of plans) {
+    const conditions = getQueryConditions(plan);
+    try {
+      const res = await api('getHisCustomerArchive', {
+        corpId: corpId.value,
+        planId: plan.planId || plan.schemeId || '',
+        ...conditions,
+      }, false);
+      const archive = (Array.isArray(res?.list) ? res.list : [])
+        .find((item) => isHisArchiveMatched(item, conditions));
+      if (archive) return { archive, conditions };
+    } catch (error) {
+      // 当前方案查询失败时继续尝试后续满足条件的方案。
+    }
+  }
+  return null;
+}
+
+async function init() {
+  await initArchiveQueryConfig();
+  if (!queryFields.value.length) return;
+  await getCustomer();
+}
+
+onLoad((options) => {
+  corpId.value = options.corpId || '';
+  teamId.value = options.teamId || '';
+  customerId.value = options.id || '';
+  if (!corpId.value || !customerId.value) {
+    toast('页面参数错误');
+    uni.navigateBack();
+    return;
+  }
+  init();
+});
+</script>
+
+<style scoped></style>
--- a/pages/archive/step-edit-archive.vue
+++ b/pages/archive/step-edit-archive.vue
@ -0,0 +1,547 @@
+<template>
+  <full-page v-if="!visible" :customScroll="empty" :title="queryHisTitles.length">
+    <view v-if="formItems.length === 0" class="flex items-center justify-center h-full">
+      <empty-data />
+    </view>
+    <view v-else class="p-15">
+      <view class="bg-white rounded shadow-lg">
+        <form-template v-if="step === 0" ref="tempRef" :disableTitles="disableTitles" :items="hisQueryFormItems"
+          :form="formData" @change="change($event)" />
+        <form-template v-else-if="step === 1" ref="tempRef" :disableTitles="disableTitles" :items="restFormItems"
+          :form="formData" @change="change($event)" />
+      </view>
+    </view>
+    <template #footer>
+      <!-- :showCancel="customerId ? true : false" -->
+      <button-footer v-if="step === 0" :showCancel="false" confirmText="下一步" @confirm="queryHisArchives()" />
+      <button-footer v-else-if="step === 1" :showCancel="false" cancelText="" confirmText=" 保存" @cancel="step = 0"
+        @confirm="confirm()" />
+    </template>
+  </full-page>
+  <bind-popup :customers="customers" :corpName="corpName" :enableHis="enableHis" :visible="visible"
+    @close="visible = false" @confirm="bindArchive($event)" />
+  <verify-popup :visible="verifyVisible" @close="verifyVisible = false" />
+</template>
+<script setup>
+import { computed, ref, watch } from 'vue';
+import { storeToRefs } from 'pinia';
+import { onLoad } from "@dcloudio/uni-app";
+import dayjs from 'dayjs';
+import useGuard from '@/hooks/useGuard';
+import useAccount from '@/store/account';
+import api from '@/utils/api';
+import { toast, confirm as uniConfirm, loading as waiting, hideLoading } from '@/utils/widget';
+import validate from '@/utils/validate';
+import { set } from "@/utils/cache";
+
+import ButtonFooter from '@/components/button-footer.vue';
+import EmptyData from '@/components/empty-data.vue';
+import FullPage from '@/components/full-page.vue';
+import bindPopup from './bind-popup.vue';
+import verifyPopup from './verify-popup.vue';
+import formTemplate from '@/components/form-template/index.vue';
+
+const empty = ref(false)
+const { useLoad } = useGuard();
+const { account, externalUserId } = storeToRefs(useAccount());
+const { getExternalUserId } = useAccount()
+const corpId = ref('');
+const corpName = ref('');
+const corpUserId = ref('');
+const bindCustomerId = ref('');
+const referenceCustomerId = ref('');
+const customer = ref({});
+const customerId = ref('');
+const customers = ref([]);
+// const disableTitles = ref(['mobile']);
+const form = ref({});
+const teamFormItems = ref([]);
+const loading = ref(false);
+const teamId = ref('');
+const tempRef = ref(null);
+const verifyVisible = ref(false);
+const visible = ref(false);
+const referenceCustomer = ref(null)
+const healthTypes = ref([]);
+const enableHis = ref(false);
+const source = ref('');
+const redirectUrl = ref('');
+const archiveQueryPlans = ref([]);
+const pageOptions = ref({});
+const step = ref(0);
+const hisArchive = ref(null);
+const queryingHisArchives = ref(false);
+const queryHisTitles = computed(() => {
+  const res = archiveQueryPlans.value.length ? ['name', 'mobile'] : [];
+  archiveQueryPlans.value.forEach(item => {
+    getPlanFields(item).forEach(field => {
+      if (!res.includes(field.fieldKey.trim())) {
+        res.push(field.fieldKey.trim())
+      }
+    })
+  })
+  return customerId.value ? [] : res;
+})
+
+const formItems = computed(() => {
+  return teamFormItems.value.map(i => {
+    if (i.title === 'mobile' && formData.value.mobile && formData.value.mobile === account.value?.mobile) {
+      return { ...i, appendText: '(授权手机号)' }
+    }
+    return i
+  })
+})
+
+const hisQueryFormItems = computed(() => formItems.value.filter(i => queryHisTitles.value.includes(i.title)));
+const restFormItems = computed(() => formItems.value.filter(i => !queryHisTitles.value.includes(i.title)));
+
+const formData = computed(() => {
+  if (customerId.value) {
+    return { ...customer.value, ...form.value }
+  }
+  return { ...customer.value, ...form.value, mobile: account.value?.mobile }
+});
+
+const disableTitles = computed(() => {
+  const list = ['mobile'];
+  if (customer.value._id && customer.value.isConnectHis) {
+    list.push('name', 'idCard', 'sex', 'age', 'birthday')
+  }
+  return list
+})
+
+function change({ title, value }) {
+  if (title) {
+    form.value[title] = value;
+  }
+  if (title == 'idCard') {
+    const [isIdCard, birthday, gender] = validate.isChinaId(value);
+    if (isIdCard) {
+      form.value.birthday = birthday;
+      form.value.sex = gender == 'MALE' ? '男' : '女';
+      const age = dayjs().diff(birthday, 'year');
+      form.value.age = Math.max(1, age);
+    }
+  } else if (title === 'birthday' && formItems.value.some(i => i.title === 'age') && value && dayjs(value).valueOf()) {
+    const age = dayjs().diff(value, 'year');
+    form.value.age = Math.max(1, age);
+  }
+
+}
+
+async function queryHisArchives() {
+  if (queryingHisArchives.value) return;
+  waiting()
+  const matchedPlans = archiveQueryPlans.value.filter(isQueryPlanSatisfied);
+  if (!matchedPlans.length) {
+    hisArchive.value = null;
+    step.value = 1;
+	hideLoading()
+    return;
+  }
+
+  queryingHisArchives.value = true;
+  try {
+    const responses = await Promise.all(matchedPlans.map(async (plan) => {
+      const conditions = getQueryConditions(plan);
+      try {
+        const res = await api('getHisCustomerArchive', {
+          corpId: corpId.value,
+          planId: plan.planId || plan.schemeId || '',
+          ...conditions,
+        }, false);
+        return {
+          plan,
+          conditions,
+          list: res && Array.isArray(res.list) ? res.list : [],
+        };
+      } catch (error) {
+        return { plan, conditions, list: [] };
+      }
+    }));
+    for (const response of responses) {
+      const archive = response.list.find((item) => isHisArchiveMatched(item, response.plan, response.conditions));
+      if (archive) {
+        hisArchive.value = archive;
+        step.value = 1;
+        return;
+      }
+    }
+
+    const responseWithArchives = responses.find((response) => response.list.length);
+    if (!responseWithArchives) {
+      await uniConfirm('没有查询到患者院内档案', { cancelText: '修改信息', confirmText: '新建档案' });
+      archiveQueryPlans.value = []
+      hisArchive.value = null;
+      return;
+    }
+
+    const mismatchMessage = getMismatchMessage(responseWithArchives);
+    try {
+      await uniConfirm(mismatchMessage, { cancelText: '修改信息', confirmText: '新建档案' });
+      archiveQueryPlans.value = []
+      hisArchive.value = null;
+      step.value = 1;
+    } catch (error) {
+      // 选择“修改信息”时留在当前步骤继续填写。
+    }
+  } finally {
+    hideLoading()
+    queryingHisArchives.value = false;
+  }
+}
+
+function getPlanFields(plan) {
+  return (Array.isArray(plan?.fields) ? plan.fields : [])
+    .map((field) => {
+      const source = typeof field === 'string' ? { fieldKey: field } : field || {};
+      const fieldKey = source.fieldKey || source.feildKey || source.key || source.title;
+      if (!fieldKey) return null;
+      return {
+        fieldKey,
+        label: source.label || source.labelSnapshot || source.name || fieldKey,
+      };
+    })
+    .filter(Boolean);
+}
+
+function getCurrentFormValue(fieldKey) {
+  return formData.value[fieldKey];
+}
+
+function normalizeFieldValue(value) {
+  return value === undefined || value === null ? '' : String(value).trim();
+}
+
+function isQueryPlanSatisfied(plan) {
+  const fields = getPlanFields(plan);
+  return fields.length > 0 && fields.every((field) => normalizeFieldValue(getCurrentFormValue(field.fieldKey)));
+}
+
+function getQueryConditions(plan) {
+  return getPlanFields(plan).reduce((conditions, field) => {
+    conditions[field.fieldKey] = normalizeFieldValue(getCurrentFormValue(field.fieldKey));
+    return conditions;
+  }, {});
+}
+
+function getMatchFields(plan, conditions) {
+  const fields = getPlanFields(plan).map((field) => ({
+    ...field,
+    value: conditions[field.fieldKey],
+  }));
+  ['name', 'mobile'].forEach((fieldKey) => {
+    const value = normalizeFieldValue(getCurrentFormValue(fieldKey));
+    if (value && !fields.some((field) => field.fieldKey === fieldKey)) {
+      fields.push({ fieldKey, label: fieldKey === 'name' ? '姓名' : '手机号', value });
+    }
+  });
+  return fields;
+}
+
+function isHisArchiveMatched(archive, plan, conditions) {
+  return getMatchFields(plan, conditions).every((field) =>
+    normalizeFieldValue(archive?.[field.fieldKey]) === normalizeFieldValue(field.value)
+  );
+}
+
+function getMismatchMessage(response) {
+  const archive = response.list[0] || {};
+  const mismatch = getMatchFields(response.plan, response.conditions).find((field) =>
+    normalizeFieldValue(archive[field.fieldKey]) !== normalizeFieldValue(field.value)
+  );
+  if (!mismatch) return '院内档案信息与当前填写信息不一致，请确认后再继续。';
+  const actualValue = normalizeFieldValue(archive[mismatch.fieldKey]) || '为空';
+  return `${mismatch.label}不匹配`;
+}
+
+function confirm() {
+  if (!tempRef.value.verify()) return;
+  if (customerId.value) {
+    updateArchive();
+  } else {
+    addArchive();
+  }
+}
+
+/**
+ * 产品要求, 建档页面：与联系人关系：默认选中“本人”，证件类型：默认选中“身份证”
+ */
+function preProcessFrom() {
+  const relationItem = formItems.value.find(item => item.title === 'relationship');
+  const range = relationItem && Array.isArray(relationItem.range) ? relationItem.range : [];
+  if (range.includes('本人')) {
+    form.value.relationship = '本人';
+  }
+  const cardTypeItem = formItems.value.find(item => item.title === 'cardType');
+  const cardTypeRange = cardTypeItem && Array.isArray(cardTypeItem.range) ? cardTypeItem.range : [];
+  if (cardTypeRange.includes('身份证')) {
+    form.value.cardType = '身份证';
+  }
+}
+
+async function addArchive() {
+  if (loading.value) return;
+  loading.value = true;
+  const params = {
+    ...form.value,
+    addMethod: 'customerManual',
+    teamId: teamId.value,
+    corpId: corpId.value,
+    mobile: account.value.mobile,
+    miniAppId: account.value.openid,
+    externalUserId: externalUserId.value,
+    realUnionid: account.value.unionid || '',
+  }
+  if (hisArchive.value && hisArchive.value.customerNumber) {
+    params.customerNumber = hisArchive.value.customerNumber;
+    params.isConnectHis = true
+  }
+
+  if (externalUserId.value) {
+    const corpUserId = await getResponsiblePerson();
+    if (corpUserId) {
+      params.personResponsibles = [{ corpUserId, teamId: teamId.value }]
+    }
+  }
+  if (referenceCustomerId.value && !referenceCustomer.value) {
+    await getReferenceCustomer();
+  }
+  if (referenceCustomer.value) {
+    params.referenceCustomerId = referenceCustomer.value._id;
+    params.referenceUserId = '';
+    params.reference = referenceCustomer.value.name;
+    params.referenceType = '客户';
+    params.customerSource = ['客户推荐']
+  }
+  loading.value = false;
+  const res = await api('addCustomer', { params });
+  set('home-invite-team-info', { teamId: teamId.value })
+  if (res && res.success) {
+    uni.$emit('reloadTeamCustomers')
+    if (source.value === 'experienceCoupon') {
+      await toast('档案创建成功');
+      uni.navigateBack();
+      return;
+    }
+    if (redirectUrl.value) {
+      uni.redirectTo({ url: redirectUrl.value });
+      return;
+    }
+    // getTeam(corpId.value, teamId.value, res.data.id);
+    if (healthTypes.value.length) {
+      const nextType = healthTypes.value[0];
+      const nextTypes = healthTypes.value.slice(1);
+      const url = `/pages/health/record?type=${nextType}&teamId=${teamId.value}&corpId=${corpId.value}&customerId=${res.data.id}&nextTypes=${nextTypes.join(',')}&source=afterArchive`
+      uni.redirectTo({ url });
+    } else {
+      uni.redirectTo({
+        url: `/pages/archive/archive-result?corpId=${corpId.value}&teamId=${teamId.value}&customerId=${res.data.id}`
+      })
+    }
+  } else {
+    toast(res?.message || '新增档案失败');
+  }
+}
+
+async function getResponsiblePerson() {
+  const res = await api('getResponsiblePerson', { corpId: corpId.value, teamId: teamId.value, externalUserId: externalUserId.value, corpUserId: corpUserId.value });
+  return res && res.data ? res.data : ''
+}
+
+function shouldBackAfterArchiveBound() {
+  return ['experienceCoupon', 'appointmentRegistration'].includes(source.value)
+}
+
+function backAfterArchiveBound() {
+  if (shouldBackAfterArchiveBound()) {
+    uni.navigateBack()
+    return;
+  }
+  uni.switchTab({
+    url: '/pages/home/home'
+  })
+}
+
+async function bindArchive(customerId) {
+  let responsiblePerson = '';
+  if (externalUserId.value) {
+    const corpUserId = await getResponsiblePerson();
+    responsiblePerson = corpUserId || '';
+  }
+  const res = await api('bindMiniAppArchive', { id: customerId, corpId: corpId.value, teamId: teamId.value, miniAppId: account.value.openid, externalUserId: externalUserId.value, responsiblePerson });
+  if (res && res.success) {
+    await toast('绑定成功');
+    uni.$emit('reloadTeamCustomers')
+    backAfterArchiveBound()
+  } else {
+    toast(res?.message || '绑定失败');
+  }
+}
+
+async function init() {
+  if (await initArchiveQueryConfig()) return;
+  if (referenceCustomerId.value) {
+    getReferenceCustomer();
+  }
+  if (customerId.value) {
+    await getCustomer();
+  } else {
+    await getExternalUserId(corpId.value);
+    const res = bindCustomerId.value ? await getExperienceCouponBindArchive() : await getArchives();
+    if (res.length > 0) {
+      visible.value = true;
+    } else if (bindCustomerId.value || shouldBackAfterArchiveBound()) {
+      await toast('指定绑定档案不存在或已绑定');
+      uni.navigateBack();
+      return;
+    }
+    getTeam(corpId.value, teamId.value)
+  }
+  await getBaseForm();
+  if (!customerId.value) {
+    preProcessFrom()
+  }
+
+}
+
+async function initArchiveQueryConfig() {
+  const res = await api('getCorpInfo', { corpId: corpId.value }, false);
+  const data = Array.isArray(res.data)
+    ? res.data[0]
+    : Array.isArray(res.data?.data)
+      ? res.data.data[0]
+      : res.data?.data || res.data || {};
+  const config = data.hisArchiveQueryConfig && typeof data.hisArchiveQueryConfig === 'object'
+    ? data.hisArchiveQueryConfig
+    : {};
+  const plans = Array.isArray(config.plans)
+    ? config.plans
+    : Array.isArray(config.schemes)
+      ? config.schemes
+      : [];
+  archiveQueryPlans.value = plans.filter(plan => plan && Array.isArray(plan.fields) && plan.fields.length);
+  if (!archiveQueryPlans.value.length) {
+    redirectArchivePage('edit-archive');
+    return true;
+  }
+  return false;
+}
+
+function redirectArchivePage(page) {
+  const query = Object.entries(pageOptions.value)
+    .filter(([, value]) => value !== undefined && value !== null && value !== '')
+    .map(([key, value]) => `${encodeURIComponent(key)}=${encodeURIComponent(String(value))}`)
+    .join('&');
+  uni.redirectTo({
+    url: `/pages/archive/${page}${query ? `?${query}` : ''}`
+  });
+}
+
+async function getExperienceCouponBindArchive() {
+  const res = await api('getCustomerByCustomerId', { corpId: corpId.value, customerId: bindCustomerId.value });
+  const data = res && res.success && res.data ? res.data : null;
+  customers.value = data ? [data] : [];
+  corpName.value = res && res.corpName ? res.corpName : corpName.value;
+  enableHis.value = false;
+  return customers.value;
+}
+
+async function getArchives() {
+  const res = await api('getUnbindMiniAppCustomers', { corpId: corpId.value, mobile: account.value?.mobile || '', externalUserId: externalUserId.value });
+  customers.value = res && Array.isArray(res.data) ? res.data : [];
+  corpName.value = res && res.corpName ? res.corpName : '';
+  enableHis.value = res && res.enableHis ? res.enableHis : false;
+  return customers.value
+}
+
+async function getBaseForm() {
+  const res = await api('getTeamBaseInfo', { corpId: corpId.value, teamId: teamId.value, queryHisTitles: queryHisTitles.value });
+  if (res && res.success) {
+    teamFormItems.value = Array.isArray(res.data) ? res.data : [];
+    // const mobileIndex = formItems.value.findIndex(item => item.title === 'mobile');
+    // if (mobileIndex > -1) {
+    //   formItems.value[mobileIndex].appendText = `(授权手机号)`;
+    // }
+
+  } else {
+    toast(res?.message || '查询失败');
+    return Promise.reject()
+  }
+}
+
+async function getCustomer() {
+  const res = await api('getCustomerByCustomerId', { customerId: customerId.value });
+  if (res && res.success && res.data) {
+    customer.value = res.data;
+  } else {
+    await toast(res?.message || '查询档案信息失败');
+    uni.navigateBack();
+    return Promise.reject()
+  }
+}
+
+async function updateArchive() {
+  const res = await api('updateCustomer', { id: customerId.value, params: { ...form.value } });
+  if (res && res.success) {
+    await toast('修改成功');
+    uni.$emit('reloadTeamCustomers')
+    uni.navigateBack();
+  } else {
+    toast(res?.message || '修改失败');
+  }
+}
+
+async function unBindArchive() {
+  await uniConfirm('确定删除档案吗？')
+  const res = await api('unbindMiniAppArchive', { id: customer.value._id, corpId: corpId.value, teamId: teamId.value, miniAppId: account.value.openid });
+  if (res && res.success) {
+    await toast('删除成功');
+    uni.$emit('reloadTeamCustomers')
+    uni.navigateBack();
+  } else {
+    toast(res?.message || '删除失败')
+  }
+}
+
+async function getReferenceCustomer() {
+  const res = await api('getRefrencePeople', { corpId: corpId.value, id: referenceCustomerId.value });
+  referenceCustomer.value = res && res.data ? res.data : null;
+}
+
+async function getTeam(corpId, teamId, customerId) {
+  const res = await api('getTeamData', { teamId, corpId });
+  if (res && res.data) {
+    const team = res.data;
+    const qrcode = team && Array.isArray(team.qrcodes) ? team.qrcodes[0] : null;
+    const healthTempList = qrcode && Array.isArray(qrcode.healthTempList) ? qrcode.healthTempList : [];
+    healthTypes.value = healthTempList.filter(i => typeof i.templateType === 'string' && i.templateType.trim() && i.archiveRecommend === true).map(i => i.templateType);
+  }
+}
+
+
+onLoad(options => {
+  pageOptions.value = { ...options };
+  teamId.value = options.teamId;
+  corpId.value = options.corpId;
+  customerId.value = options.id || '';
+  bindCustomerId.value = options.bindCustomerId || '';
+  corpUserId.value = options.corpUserId || '';
+  referenceCustomerId.value = options.referenceCustomerId || '';
+  source.value = options.source || '';
+  redirectUrl.value = options.redirectUrl || '';
+  uni.setNavigationBarTitle({ title: customerId.value ? '编辑档案' : '新增档案' })
+})
+
+useLoad(options => {
+  init();
+})
+
+watch(hisQueryFormItems, (h) => {
+  if (h && h.length === 0 && step.value === 0) {
+    step.value = 1;
+  }
+})
+
+</script>
+<style scoped></style>
--- a/pages/experience-coupon/my-coupons.vue
+++ b/pages/experience-coupon/my-coupons.vue
@ -1,29 +1,28 @@
 <template>
  <full-page pageClass="coupons-page" :customScroll="true">
-    <scroll-view
-      class="coupon-scroll"
-      scroll-y="true"
-      refresher-enabled="true"
-      :refresher-triggered="refreshing"
-      @refresherrefresh="refreshCoupons"
-    >
+    <scroll-view class="coupon-scroll" scroll-y="true" refresher-enabled="true" :refresher-triggered="refreshing"
+      @refresherrefresh="refreshCoupons">
      <view class="page-body">
+        <view class="user-card" @click="toSelectPage">
+          <view class="avatar">
+            <uni-icons type="person-filled" size="36" color="#c0c4cc" />
+          </view>
+          <view class="user-main">
+            <view class="user-name">{{ customerName || "未选择档案" }}</view>
+            <view class="user-corp">所属机构：{{ corpName || "-" }}</view>
+          </view>
+          <uni-icons type="right" size="16" color="#c0c4cc" />
+        </view>
+
+        <view class="summary">
+          以下为“<text class="summary-name">{{ customerName || "-" }}</text>”的所有剩余权益
+        </view>
        <view v-if="loading" class="empty">加载中...</view>
        <view v-else-if="!list.length" class="empty">暂无体验券</view>
        <view v-else class="coupon-list">
-          <view
-            v-for="item in list"
-            :key="item._id"
-            class="coupon-card"
-            :class="item.cardClass"
-            @click="openPoster(item)"
-          >
-            <image
-              v-if="item.posterUrl"
-              class="coupon-poster"
-              :src="item.posterUrl"
-              mode="aspectFill"
-            />
+          <view v-for="item in list" :key="item._id" class="coupon-card" :class="item.cardClass"
+            @click="openPoster(item)">
+            <image v-if="item.posterUrl" class="coupon-poster" :src="item.posterUrl" mode="aspectFill" />
            <view v-else class="coupon-poster coupon-poster--empty">体验券</view>
            <view class="coupon-body">
              <view class="coupon-title-row">
@ -38,11 +37,8 @@
                <view class="coupon-info-row coupon-info-row--projects">
                  <text class="coupon-info-label">项目</text>
                  <view class="coupon-project-list">
-                    <view
-                      v-for="project in item.projectSnapshot || []"
-                      :key="project.projectId"
-                      class="coupon-project-item"
-                    >
+                    <view v-for="project in item.projectSnapshot || []" :key="project.projectId"
+                      class="coupon-project-item">
                      <text>{{ project.projectName || "未命名项目" }}</text>
                      <text>×{{ project.usageCount || 1 }}</text>
                    </view>
@ -74,11 +70,7 @@
    <!-- 海报领取弹窗 -->
    <view v-if="posterVisible" class="poster-mask" @click="closePoster">
      <view class="poster-dialog" @click.stop>
-        <image
-          class="poster-image"
-          :src="current?.posterUrl || ''"
-          mode="widthFix"
-        />
+        <image class="poster-image" :src="current?.posterUrl || ''" mode="widthFix" />
        <view class="poster-info">
          <view class="poster-title">{{ current?.activityName || "体验券" }}</view>
          <view class="poster-desc">{{ current?.projectText }}</view>
@ -97,18 +89,21 @@ import { onLoad, onShow } from "@dcloudio/uni-app";
 import { storeToRefs } from "pinia";
 import useAccount from "@/store/account";
 import api from "@/utils/api";
-import { get } from "@/utils/cache";
+import { get, remove } from "@/utils/cache";
 import { toast } from "@/utils/widget";
 import { normalizeCorpId } from "@/utils/api-base-config";
 import FullPage from "@/components/full-page.vue";

 const HOME_CURRENT_TEAM_CACHE_KEY = "home-current-team-info";
+const RIGHTS_SELECTION_CACHE_KEY = "experience-coupon-rights-selection";
 const { account } = storeToRefs(useAccount());
 const { getTeams } = useAccount();

 const corpId = ref("");
 const teamId = ref("");
 const customerId = ref("");
+const customerName = ref("");
+const corpName = ref("");
 const list = ref([]);
 const loading = ref(false);
 const refreshing = ref(false);
@ -116,6 +111,16 @@ const posterVisible = ref(false);
 const current = ref(null);
 const claiming = ref(false);

+async function loadCorpName() {
+  if (!corpId.value) {
+    corpName.value = "";
+    return;
+  }
+  const res = await api("getCorpInfo", { corpId: corpId.value }, false);
+  const corp = Array.isArray(res?.data) ? res.data[0] : null;
+  corpName.value = corp?.corp_name || corp?.corpName || "";
+}
+
 function toTimestamp(value) {
  if (!value) return 0;
  const numeric = Number(value);
@ -186,6 +191,7 @@ async function resolveContext(options = {}) {
  corpId.value = normalizeCorpId(options.corpId || corpId.value || "");
  teamId.value = options.teamId || teamId.value || "";
  customerId.value = options.customerId || options.memberId || customerId.value || "";
+  customerName.value = options.name ? decodeURIComponent(options.name) : customerName.value;

  const cached = get(HOME_CURRENT_TEAM_CACHE_KEY) || {};
  let teams = [];
@ -203,6 +209,7 @@ async function resolveContext(options = {}) {
  if (!corpId.value) corpId.value = normalizeCorpId(matched?.corpId || cached.corpId || "");
  if (!teamId.value) teamId.value = matched?.teamId || cached.teamId || "";
  if (!corpId.value) return false;
+  await loadCorpName();

  if (customerId.value) return true;

@ -212,6 +219,7 @@ async function resolveContext(options = {}) {
  const customers = res?.success && Array.isArray(res.data) ? res.data : [];
  const preferred = customers.find((c) => c.relationship === "本人") || customers[0];
  customerId.value = preferred?._id || "";
+  customerName.value = preferred?.name || customerName.value || "";
  return !!customerId.value;
 }

@ -296,6 +304,32 @@ async function refreshCoupons() {
  }
 }

+async function syncSelectedProfile() {
+  const selected = get(RIGHTS_SELECTION_CACHE_KEY);
+  if (!selected) return false;
+  remove(RIGHTS_SELECTION_CACHE_KEY);
+  corpId.value = normalizeCorpId(selected.corpId || corpId.value || "");
+  teamId.value = selected.teamId || teamId.value || "";
+  customerId.value = selected.customerId || selected.memberId || customerId.value || "";
+  customerName.value = selected.name || customerName.value || "";
+  await loadCorpName();
+  await loadCoupons();
+  return true;
+}
+
+function toSelectPage() {
+  const params = [
+    `corpId=${encodeURIComponent(corpId.value || "")}`,
+    `teamId=${encodeURIComponent(teamId.value || "")}`,
+    `customerId=${encodeURIComponent(customerId.value || "")}`,
+    `mode=back`,
+    `target=coupons`,
+  ].join("&");
+  uni.navigateTo({
+    url: `/pages/experience-coupon/select-rights-archive?${params}`,
+  });
+}
+
 function openPoster(item) {
  if (item?.displayStatus !== "issued") {
    toast(item?.displayStatusText || "当前体验券不可领取");
@ -351,6 +385,8 @@ onLoad(async (options = {}) => {
 });

 onShow(async () => {
+  const changed = await syncSelectedProfile();
+  if (changed) return;
  if (corpId.value && customerId.value) {
    await loadCoupons();
  }
@ -374,6 +410,58 @@ onShow(async () => {
  background: #f5f5f5;
 }

+.user-card {
+  display: flex;
+  align-items: center;
+  background: #fff;
+  border-radius: 0;
+  padding: 24rpx 30rpx;
+  border-bottom: 1px solid #eceff4;
+}
+
+.avatar {
+  width: 88rpx;
+  height: 88rpx;
+  border-radius: 50%;
+  background: #f0f2f5;
+  display: flex;
+  align-items: center;
+  justify-content: center;
+  margin-right: 20rpx;
+  flex-shrink: 0;
+}
+
+.user-main {
+  min-width: 0;
+  flex: 1;
+}
+
+.user-name {
+  font-size: 32rpx;
+  font-weight: 600;
+  color: #222;
+  margin-bottom: 8rpx;
+}
+
+.user-corp {
+  font-size: 24rpx;
+  color: #888;
+}
+
+.summary {
+  padding: 18rpx 30rpx;
+  font-size: 26rpx;
+  color: #666;
+  background: #f0f2f5;
+  border-top: 1px solid #eceff4;
+  border-bottom: 1px solid #eceff4;
+}
+
+.summary-name {
+  color: #065bd6;
+  font-weight: 600;
+}
+
 .coupon-card {
  display: flex;
  gap: 20rpx;
@ -475,7 +563,7 @@ onShow(async () => {
  color: #909399;
 }

-.coupon-info-row > text:last-child,
+.coupon-info-row>text:last-child,
 .coupon-project-list {
  min-width: 0;
  overflow-wrap: anywhere;
--- a/pages/experience-coupon/select-rights-archive.vue
+++ b/pages/experience-coupon/select-rights-archive.vue
@ -80,7 +80,8 @@ function buildTargetUrl(item) {
  const name = encodeURIComponent(item.name || "");

  if (target.value === "coupons") {
-    return `/pages/experience-coupon/my-coupons?corpId=${corp}&teamId=${team}&customerId=${customer}`;
+    const corpName = encodeURIComponent(item.corpName || "");
+    return `/pages/experience-coupon/my-coupons?corpId=${corp}&teamId=${team}&customerId=${customer}&name=${name}&corpName=${corpName}`;
  }
  if (target.value === "health") {
    return `/pages/health/list?teamId=${team}&corpId=${corp}&id=${customer}&name=${name}`;
--- a/pages/health/record.vue
+++ b/pages/health/record.vue
@ -70,7 +70,7 @@ function change({ title, value }) {
 }

 function confirm() {
-  if (!tempRef.value.verify() || Object.keys(form.value).length === 0) return;
+  if (!tempRef.value.verify()) return;
  if (id.value) {
    updateHealthRecord();
  } else {
@ -79,6 +79,18 @@ function confirm() {
 }

 async function addHealthRecord() {
+  if (Object.keys(form.value).length === 0) {
+    const isFill = await fillNext();
+    if (isFill) return;
+    if (source.value === 'afterArchive') {
+      uni.redirectTo({
+        url: `/pages/archive/archive-result?corpId=${corpId.value}&teamId=${teamId.value}&customerId=${customerId.value}`
+      })
+      return
+    } else {
+      uni.navigateBack();
+    }
+  };
  const data = {
    ...form.value,
    corpId: corpId.value,
--- a/pages/home/customer-archive.vue
+++ b/pages/home/customer-archive.vue
@ -222,10 +222,12 @@ async function auth() {

 async function getCustomers() {
  if (loading) return;
-  loading = true
+  loading = true;
+  await getExternalUserId(props.corpId)
  const res = await api("getMiniAppCustomers", {
    miniAppId: account.value.openid,
    corpId: props.corpId,
+    externalUserId: externalUserId.value
  }, false);
  if (res && res.success) {
    customers.value = res && Array.isArray(res.data) ? res.data : [];
--- a/pages/message/message.vue
+++ b/pages/message/message.vue
@ -11,7 +11,7 @@
      <view v-for="conversation in conversationList" :key="conversation.source === 'ai' ? `ai-${conversation.sessionId}` : (conversation.groupID || conversation.conversationID)"
        class="message-item" @click="handleClickConversation(conversation)">
        <view class="avatar-container">
-          <image v-if="conversation.source === 'ai'" class="avatar" src="/static/home/ai-consult-assistant.png" mode="aspectFill" />
+          <image v-if="conversation.source === 'ai'" class="avatar" :src="conversation.assistantAvatar || defaultAssistantAvatar" mode="aspectFill" @error="handleConversationAvatarError(conversation)" />
          <GroupAvatar v-else :avatarList="getAvatarList(conversation.groupID)" :size="96" classType="square" />
          <view v-if="conversation.unreadCount > 0" class="unread-badge">
            <text class="unread-text">{{
@ -101,6 +101,7 @@ const hasMore = ref(false);
 const refreshing = ref(false);
 const showSubscribeEntry = ref(false);
 const HOME_CURRENT_TEAM_CACHE_KEY = "home-current-team-info";
+const defaultAssistantAvatar = "/static/home/ai-consult-assistant.png";

 // 群聊头像管理
 const { loadGroupAvatars, getAvatarList } = useGroupAvatars();
@ -262,6 +263,10 @@ function mergeConsultationList(imConversations) {
  );
 }

+function handleConversationAvatarError(conversation) {
+  conversation.assistantAvatar = defaultAssistantAvatar;
+}
+
 const loadAiConsultationList = async () => {
  const corpId = getCurrentTeamCorpId();
  const miniAppId = openid.value || account.value?.openid || "";
@ -281,6 +286,7 @@ const loadAiConsultationList = async () => {
      sessionId: item.id,
      corpId: item.corpId,
      displayName: removeAiLabel(item.assistantName, "咨询助理"),
+      assistantAvatar: item.assistantAvatar || defaultAssistantAvatar,
      teamName: item.teamName || "",
      patientName: item.customerName || "未命名患者",
      lastMessage: removeAiLabel(item.statusLabel, "咨询"),
--- a/pages/record/appointment-record.vue
+++ b/pages/record/appointment-record.vue
@ -16,7 +16,7 @@
          <view class="profile-title">{{ customerName || "请选择档案" }}</view>
          <view class="profile-sub">所属机构：{{ corpName || "-" }}</view>
        </view>
-        <view class="profile-arrow">&gt;</view>
+        <uni-icons type="right" size="16" color="#c0c4cc" />
      </view>

      <picker mode="date" fields="month" :value="selectedMonth" @change="handleMonthChange">
--- a/pages/record/treatment-record.vue
+++ b/pages/record/treatment-record.vue
@ -11,7 +11,7 @@
            <view class="profile-title">{{ customerName || "请选择档案" }}</view>
            <view class="profile-sub">所属机构：{{ corpName || "-" }}</view>
          </view>
-          <view class="profile-arrow">&gt;</view>
+          <uni-icons type="right" size="16" color="#c0c4cc" />
        </view>

        <picker mode="date" fields="month" :value="selectedMonth" @change="handleMonthChange">
--- a/routes/index.js
+++ b/routes/index.js
@ -48,6 +48,14 @@ export default [
    path: 'pages/archive/edit-archive',
    meta: { title: '新增档案', login: true }
  },
+  {
+    path: 'pages/archive/step-edit-archive',
+    meta: { title: '新增档案', login: true }
+  },
+  {
+    path: 'pages/archive/fill-his-archive',
+    meta: { title: '完善信息', login: true }
+  },
  {
    path: 'pages/archive/archive-result',
    meta: { title: '团队服务' }
--- a/store/account.js
+++ b/store/account.js
@ -14,6 +14,7 @@ export default defineStore("accountStore", () => {
  const isIMInitialized = ref(false);
  const openid = ref("");
  const externalUserId = ref('');
+  const externalUserIdMap = ref({});
  const teams = ref([]);
  const hasImCorpId = computed(() => {
    // 正式环境IM账号优先 暂时只有wpLgjyawAA8N0gWmXgyJq8wpjGcOT7fg机构的才开启IM账号
@ -159,14 +160,21 @@ export default defineStore("accountStore", () => {
    const normalizedCorpId = normalizeCorpId(corpId);
    const unionid = account.value?.unionid;
    const openid = account.value?.openid;
-    const miniAppId = account.value?.openid; 
+    const miniAppId = account.value?.openid;
    if (!(normalizedCorpId && unionid && openid)) {
      externalUserId.value = '';
      return
    };
+    const key = `${normalizedCorpId}_${unionid}_${openid}_${miniAppId}`;
+    if (externalUserIdMap.value[key]) {
+      return externalUserIdMap.value[key]
+    }
    const res = await api('getUnionidToExternalUserid', { unionid, openid, corpId: normalizedCorpId, miniAppId }, false);
    const id = res && res.success && typeof res.data === 'string' && res.data.trim() ? res.data.trim() : '';
    externalUserId.value = id;
+    if (id) {
+      externalUserIdMap.value[key] = id;
+    }
    return id;
  }

--- a/utils/api.js
+++ b/utils/api.js
@ -90,6 +90,9 @@ const urlsConfig = {
    bindHisArchive: 'bindHisArchive',
    getMatchedHisArchive: 'getMatchedHisArchive',
  },
+  customerHisSync: {
+    getHisCustomerArchive: 'getHisCustomerArchive',
+  },
  wecom: {
    addContactWay: 'getCorpFriendQrcode'
  },
--- a/utils/http.js
+++ b/utils/http.js
@ -173,6 +173,7 @@ const request = async (options = {}, showLoading = true) => {
      return res.data;
    }
    return {
+      ...(res && res.data && typeof res.data === "object" ? res.data : {}),
      success: false,
      message: res.data && res.data.message ? res.data.message : "请求失败",
    };
Author	SHA1	Message	Date
huxuejian	69d1d54668	Update form-input.vue	2026-09-04 09:17:54 +08:00
huxuejian	e7fb2b7ae8	Update step-edit-archive.vue	2026-09-03 11:08:40 +08:00
huxuejian	59d016b329	Merge branch 'release-20260901' of http://175.27.226.205:3000/huxuejian/ykt-team-wxapp into release-20260901	2026-09-02 17:52:15 +08:00
huxuejian	482d20e0fc	fix:问题修复	2026-09-02 17:52:13 +08:00
zhanchao	56aa655326	Merge branch 'dev-benefitUP' into release-20260901	2026-09-02 14:52:58 +08:00
zhanchao	78858de9c4	bug修复	2026-09-02 14:50:14 +08:00
huxuejian	1f7812e8f1	Update record.vue	2026-09-01 16:43:05 +08:00
huxuejian	8fbea655d9	Update record.vue	2026-09-01 15:19:39 +08:00
huxuejian	091b6df55d	Merge branch 'dev-咨询助手优化' into release-20260901	2026-09-01 11:29:07 +08:00
huxuejian	0f5da96a83	fix:问题修复	2026-09-01 11:27:53 +08:00
huxuejian	16c24b036f	feat: 建档升级	2026-08-31 09:14:04 +08:00
wangdongbo	5bb3a71b34	no message	2026-08-31 09:04:33 +08:00
wangdongbo	e57ae73dda	新增咨询头像	2026-08-27 12:09:45 +08:00
wangdongbo	38f7d74c44	no message	2026-08-27 11:27:15 +08:00