feat: 收益互换开平仓及收益结算接入OA移动审批

#EQD-6425 国联民生-衍生品系统移动审批（提交OA流程）
- 审批节点支持配置“关联OA移动审批”
- 创建OA流程并记录请求、requestId、状态及异常备注
- 支持OA轮询同步审批通过、退回和归档状态
- 本地通过、拒绝、撤回时同步强制归档未结束OA流程
- 增加审批列表OA备注展示及本地Mock联调接口
- 新增OA审批记录表和数据库升级脚本
- OA移动审批使用独立查询地址及isnextflow配置，不影响交易确认书OA

YLErpDAL/Modules/TradeModule/DealModule/TradeConfirmService.cs

@@ -263,6 +263,10 @@ namespace YLErp.Modules.TradeModule.DealModule
                 td.OptName = UserName;
                 td.OptDate = OptDate;
                 int passStatus = new ApprovalProcessService(OptUser).CheckTradeApprovalStep(td, OptUser.UserId);
+                if (passStatus != 0 && passStatus != -3)
+                {
+                    new TradeApprovalOAService(this).EnsureForCurrentNode(td);
+                }
                 if (passStatus == 0)
                 {
                     td.TradeStatus = ConsTrade.确认成交;

YLErpDAL/Modules/TradeModule/DealModule/TradeOpenService.cs

@@ -56,6 +56,23 @@ namespace YLErp.Modules.TradeModule.DealModule
                     throw new ServiceException("该交易状态已变更，不能被审批，请先刷新页面");
                 }
 
+                if (!req.isFromOa && (req.status == "pass" || req.status == "reject"))
+                {
+                    var currentNode = TradeProcessByCategory(td)
+                        .Where(x => x.order == td.ProcessOrderId && (x.node == 0 || x.node == td.ProcessOrderBranch))
+                        .OrderByDescending(x => x.node == td.ProcessOrderBranch)
+                        .FirstOrDefault();
+                    if (currentNode?.isOaApproval == true)
+                    {
+                        var oa = DbContext.tradeApprovalOaResult.FirstOrDefault(x => x.trade_id == td.id
+                            && x.approval_process_id == currentNode.id
+                            && x.is_valid
+                            && (x.status == "提交成功" || x.status == "同步中" || x.status == "归档中"));
+                        if (oa != null && !new TradeApprovalOAService(this).ArchiveForLocalAction(oa, out var errorMessage))
+                            throw new ServiceException(errorMessage);
+                    }
+                }
+
                 if (req.status == "pass")
                 {
                     return TradePass(req, td);
@@ -179,6 +196,13 @@ namespace YLErp.Modules.TradeModule.DealModule
                 return result;
             }
 
+            // 关联 OA 的节点必须先成功创建 OA 流程，才允许本地审批推进到该节点。
+            if (nextOrder.isOaApproval && td.TradeType == "收益互换")
+            {
+                // OA 创建是节点通过后的外部动作；明确失败只记录在 OA 结果表，不能回滚本地节点通过。
+                new TradeApprovalOAService(this).CreateForNode(td, nextOrder);
+            }
+
             //-----------------------------------------------
             // 继续审批流转
             //-----------------------------------------------
@@ -788,6 +812,7 @@ namespace YLErp.Modules.TradeModule.DealModule
         public bool notNeedOperationHistory;
         public bool isPartialExercise;
         public bool isExpire = false;
+        public bool isFromOa;
     }
 
     /// <summary>

YLErpDAL/Modules/TradeModule/DealModule/TradeRevokeService.cs

@@ -50,6 +50,11 @@
                 return;
             }
 
+            foreach (var td in revokeTrades)
+            {
+                ArchiveActiveOaOrThrow(td);
+            }
+
             var tradeids = revokeTrades.Select(n => n.id);
             var revokeTrade_cashs = DbContext.trade_cash.Where(c => c.ValidState == "InValid" && !c.IsDeleted && tradeids.Contains(c.TradeId)).ToList();
             revokeTrade_cashs.ForEach(x =>
@@ -94,6 +99,7 @@
             var Withdraws = DbContext.trade.Where(t => tradeIds.Contains(t.id)).ToList();
             foreach (var td in Withdraws)
             {
+                ArchiveActiveOaOrThrow(td);
                 var changesTradeStatus = DbContext.TradeAuditLog.Where(x => (x.OptType == "确认交易" || x.OptType == "交易特批-确认交易") && x.TradeId == td.id).OrderByDescending(x => x.id)?.FirstOrDefault()?.Changes;
                 td.TradeStatus = changesTradeStatus == ConsTrade.新增待确认 ? ConsTrade.新增待确认 : ConsTrade.修改待确认;
                 td.CheckStatus = null;
@@ -103,6 +109,12 @@
             }
             DbContext.SaveChanges();
         }
+
+        private void ArchiveActiveOaOrThrow(trade td)
+        {
+            if (!new TradeApprovalOAService(this).ArchiveActiveForTrade(td, out var errorMessage))
+                throw new ServiceException(errorMessage);
+        }
         /// <summary>
         /// 获取包含黑箱结构的子交易集合
         /// </summary>

YLErpDAL/Modules/TradeModule/TradeApprovalOAService.cs

@@ -0,0 +1,481 @@
+using BaseOUDAL;
+using Newtonsoft.Json.Linq;
+using YLErp.DBModels;
+using YLErp.DBModels.Consts;
+using YLErp.DBModels.Enums;
+using YLErp.Modules.ApiModule;
+using YLErp.Modules.TradeModule.DealModule;
+
+namespace YLErp.Modules.TradeModule
+{
+    /// <summary>
+    /// 收益互换审批节点的国联民生 OA 对接。
+    /// 本期只负责 HTTP 创建、查询和归档；审批结果由轮询任务回写本地流程。
+    /// </summary>
+    public class TradeApprovalOAService : YLBaseService
+    {
+        private const string Pending = "提交成功";
+        private const string Syncing = "同步中";
+        private const string Ending = "归档中";
+        private readonly IYcLogger _logger = LogFactory.GetLogger<TradeApprovalOAService>();
+
+        public TradeApprovalOAService(OptUserInfo userInfo) : base(userInfo) { }
+        public TradeApprovalOAService(YLBaseService baseService) : base(baseService) { }
+
+        public bool IsSupported(trade trade)
+        {
+            return trade != null && trade.TradeType == "收益互换";
+        }
+
+        public trade_approval_oa_result CreateForNode(trade trade, approvalprocess node)
+        {
+            if (!IsSupported(trade) || node == null || !node.isOaApproval)
+                return null;
+
+            var scenario = node.processType == "TradeProcess"
+                ? "开仓"
+                : (trade.TradeStatus == ConsTrade.平仓待复核 ? "平仓" : "收益结算");
+            _logger.Info($"开始创建 OA 移动审批，交易:{trade.id}，节点:{node.id}，场景:{scenario}");
+            var record = new trade_approval_oa_result
+            {
+                trade_id = trade.id,
+                approval_process_id = node.id,
+                process_type = node.processType,
+                applicant_id = UserId,
+                applicant_login_name = Config("Applicant"),
+                status = "提交中",
+                is_valid = true
+            };
+            record.SetOpt(UserInfo);
+            DbContext.tradeApprovalOaResult.Add(record);
+            DbContext.SaveChanges();
+
+            try
+            {
+                var creator = Config("Creator");
+                var applicant = Config("Applicant");
+                if (string.IsNullOrWhiteSpace(creator) || string.IsNullOrWhiteSpace(applicant))
+                    throw new ServiceException("OA 配置缺少 Creator 或 Applicant");
+
+                var spr = GetSprLoginName(node);
+                var payload = BuildPayload(trade, creator, applicant, spr, scenario);
+                record.request_payload = JsonHelper.Serialize(payload);
+                var responseText = Post("SubUrl", payload);
+                record.last_response = responseText;
+                var response = JObject.Parse(responseText);
+                var responseData = response["data"] as JObject;
+                var responseCode = (int?)response["code"];
+                var responseStatus = (string)response["status"];
+                _logger.Info($"OA 创建流程原始响应，交易:{trade.id}，节点:{node.id}，响应:{responseText}");
+                if ((int?)response["code"] != 0 || !string.Equals((string)response["status"], "SUCCESS", StringComparison.OrdinalIgnoreCase))
+                {
+                    record.status = "提交失败";
+                    record.oa_msg = (string)responseData?["msg"] ?? (string)response["msg"] ?? "OA 创建流程失败";
+                    _logger.Error($"创建 OA 移动审批返回失败，交易:{trade.id}，节点:{node.id}，code:{responseCode}，status:{responseStatus}");
+                }
+                else
+                {
+                    record.status = Pending;
+                    record.oa_fileid = (string)responseData?["requestid"] ?? (string)responseData?["requestId"];
+                    record.oa_msg = (string)responseData?["msg"] ?? (string)response["msg"];
+                    if (string.IsNullOrWhiteSpace(record.oa_fileid))
+                    {
+                        record.status = "提交失败";
+                        _logger.Error($"创建 OA 移动审批未返回 requestId，交易:{trade.id}，节点:{node.id}");
+                    }
+                    else
+                    {
+                        _logger.Info($"创建 OA 移动审批成功，交易:{trade.id}，节点:{node.id}，requestId:{record.oa_fileid}");
+                    }
+                }
+            }
+            catch (Exception ex)
+            {
+                record.status = "提交失败";
+                record.oa_msg = ex.Message;
+                _logger.Error($"创建 OA 移动审批失败，交易:{trade.id}，节点:{node.id}", ex);
+            }
+            DbContext.SaveChanges();
+            return record;
+        }
+
+        /// <summary>
+        /// 交易首次进入审批时，确保当前 OA 节点已创建对应流程。
+        /// </summary>
+        public trade_approval_oa_result EnsureForCurrentNode(trade trade)
+        {
+            if (!IsSupported(trade) || trade.ProcessOrderId <= 0)
+                return null;
+
+            var node = GetCurrentNode(trade);
+            if (node?.isOaApproval != true)
+                return null;
+
+            var hasActiveRecord = DbContext.tradeApprovalOaResult.Any(x => x.trade_id == trade.id
+                && x.approval_process_id == node.id
+                && x.is_valid
+                && (x.status == "提交中" || x.status == Pending || x.status == Syncing || x.status == Ending));
+            return hasActiveRecord ? null : CreateForNode(trade, node);
+        }
+
+        /// <summary>
+        /// 本地撤回前归档交易仍在审批中的 OA 流程。
+        /// </summary>
+        public bool ArchiveActiveForTrade(trade trade, out string errorMessage)
+        {
+            errorMessage = null;
+            if (!IsSupported(trade))
+                return true;
+
+            var records = DbContext.tradeApprovalOaResult
+                .Where(x => x.trade_id == trade.id
+                && x.is_valid
+                && !string.IsNullOrWhiteSpace(x.oa_fileid)
+                && (x.status == Pending || x.status == Syncing || x.status == Ending))
+                .OrderBy(x => x.id)
+                .ToList();
+            if (records.Count == 0)
+            {
+                _logger.Info($"本地撤回前未找到待归档 OA 流程，交易:{trade.id}");
+                return true;
+            }
+
+            foreach (var record in records)
+            {
+                if (!ArchiveForLocalAction(record, out errorMessage))
+                    return false;
+            }
+            return true;
+        }
+
+        /// <summary>
+        /// 本地审批或撤回前归档 OA。通过条件更新抢占记录，避免与轮询回写同时推进同一节点。
+        /// </summary>
+        public bool ArchiveForLocalAction(trade_approval_oa_result record, out string errorMessage)
+        {
+            errorMessage = null;
+            if (record == null)
+                return true;
+
+            _logger.Info($"本地操作前开始归档 OA 流程，交易:{record.trade_id}，节点:{record.approval_process_id}，requestId:{record.oa_fileid}");
+
+            if (!TryChangeStatus(record.id, Pending, Ending, null))
+            {
+                _logger.Info($"本地操作前归档 OA 流程未抢占记录，交易:{record.trade_id}，节点:{record.approval_process_id}，requestId:{record.oa_fileid}");
+                errorMessage = "OA 审批结果正在同步，请稍后再试";
+                return false;
+            }
+
+            if (!ForceEnd(record.oa_fileid))
+            {
+                TryChangeStatus(record.id, Ending, Pending, "OA 流程归档失败，等待重试");
+                _logger.Error($"本地操作前归档 OA 流程失败，交易:{record.trade_id}，节点:{record.approval_process_id}，requestId:{record.oa_fileid}");
+                errorMessage = "OA 流程归档失败，暂不能执行本地审批操作";
+                return false;
+            }
+
+            TryChangeStatus(record.id, Ending, "已归档", "本地操作前已归档 OA 流程");
+            _logger.Info($"本地操作前归档 OA 流程成功，交易:{record.trade_id}，节点:{record.approval_process_id}，requestId:{record.oa_fileid}");
+            return true;
+        }
+
+        public JObject Query(string requestId)
+        {
+            var query = "requestId=" + Uri.EscapeDataString(requestId ?? string.Empty)
+                + "&systemToken=" + Uri.EscapeDataString(Config("SystemToken"))
+                + "&systemName=" + Uri.EscapeDataString(Config("SystemName"));
+            var queryUrl = Config("TradeApprovalQueryUrl");
+            if (string.IsNullOrWhiteSpace(queryUrl))
+                throw new ServiceException("OA 配置缺少 TradeApprovalQueryUrl");
+            var url = queryUrl + (queryUrl.Contains("?") ? "&" : "?") + query;
+            var client = new HttpClientWrap(Config("BaseUrl"), 60);
+            return JObject.Parse(client.Get(url, null));
+        }
+
+        public bool ForceEnd(string requestId)
+        {
+            try
+            {
+                // 客户 OA 的 requestId 由 @RequestParam 接收，必须放在 URL QueryString。
+                var response = JObject.Parse(Post("ForceEndUrl", new { }, requestId));
+                var code = (int?)response["code"];
+                var status = (string)response["status"];
+                var responseData = response["data"] as JObject;
+                var resultCode = (string)responseData?["resultcode"];
+                var success = code == 0
+                    && string.Equals((string)response["status"], "SUCCESS", StringComparison.OrdinalIgnoreCase)
+                    && resultCode == "0";
+                _logger.Info($"OA 强制归档返回，requestId:{requestId}，code:{code}，status:{status}，resultcode:{resultCode}，success:{success}");
+                return success;
+            }
+            catch (Exception ex)
+            {
+                _logger.Error($"归档 OA 流程失败，requestId:{requestId}", ex);
+                return false;
+            }
+        }
+
+        public List<string> SyncPendingStatuses(string requestId = null)
+        {
+            var messages = new List<string>();
+            var staleAt = DateTime.Now.AddMinutes(-5);
+            var pending = DbContext.tradeApprovalOaResult
+                .Where(x => x.is_valid
+                    && !string.IsNullOrWhiteSpace(x.oa_fileid)
+                    && (string.IsNullOrWhiteSpace(requestId) || x.oa_fileid == requestId)
+                    && (x.status == Pending || (x.status == Syncing && (x.last_query_time == null || x.last_query_time < staleAt))))
+                .ToList();
+            _logger.Info($"开始轮询 OA 移动审批状态，requestId:{requestId ?? "全部"}，待查询数量:{pending.Count}");
+            foreach (var record in pending)
+            {
+                var claimed = false;
+                try
+                {
+                    _logger.Info($"查询 OA 移动审批状态，交易:{record.trade_id}，节点:{record.approval_process_id}，requestId:{record.oa_fileid}");
+                    var response = Query(record.oa_fileid);
+                    record.last_response = response.ToString();
+                    var flow = response["data"] is JArray data
+                        ? data.FirstOrDefault(x => (string)x["requestId"] == record.oa_fileid) as JObject
+                        : null;
+                    var flowStatusType = (string)flow?["flowStatusType"];
+                    var flowNode = (string)flow?["flowNode"];
+                    var isReturned = flowStatusType == "0" && flowNode == "退回";
+                    // 1=批准；3=OA 批准后的自然归档。TRS 主动归档的记录不会进入本次查询。
+                    var isApproved = flowStatusType == "1" || flowStatusType == "3";
+                    _logger.Info($"OA 移动审批查询结果，交易:{record.trade_id}，节点:{record.approval_process_id}，requestId:{record.oa_fileid}，flowStatusType:{flowStatusType}，flowNode:{flowNode}，判定:{(isReturned ? "退回" : isApproved ? "通过" : "等待")}");
+                    if (!isApproved && !isReturned)
+                    {
+                        record.last_query_time = DateTime.Now;
+                        DbContext.SaveChanges();
+                        continue;
+                    }
+
+                    DbContext.SaveChanges();
+                    if (!TryClaimForSync(record.id))
+                    {
+                        _logger.Info($"OA 审批结果同步未抢占记录，交易:{record.trade_id}，节点:{record.approval_process_id}，requestId:{record.oa_fileid}");
+                        continue;
+                    }
+                    claimed = true;
+
+                    var trade = DbContext.trade.Find(record.trade_id);
+                    if (trade == null)
+                    {
+                        SetClaimedStatus(record.id, "同步失败", "交易不存在");
+                        continue;
+                    }
+                    if (GetCurrentNode(trade)?.id != record.approval_process_id)
+                    {
+                        SetClaimedStatus(record.id, "同步忽略", "当前审批节点已变化，忽略 OA 结果");
+                        continue;
+                    }
+                    var result = new TradeOpenService(this).UpdateTradeProcessLog(new TradeOpenReqModel
+                    {
+                        tradeId = trade.id,
+                        status = isReturned ? "reject" : "pass",
+                        comments = isReturned ? "OA 移动审批退回" : "OA 移动审批通过",
+                        isFromOa = true,
+                        notNeedOperationHistory = false
+                    });
+                    if (!string.IsNullOrWhiteSpace(result.ErrorMsg))
+                    {
+                        SetClaimedStatus(record.id, Pending, result.ErrorMsg);
+                        _logger.Error($"OA 审批结果回写本地失败，交易:{record.trade_id}，节点:{record.approval_process_id}，requestId:{record.oa_fileid}，原因:{result.ErrorMsg}");
+                    }
+                    else
+                    {
+                        SetClaimedStatus(record.id, isReturned ? "退回" : "通过", null);
+                        _logger.Info($"OA 审批结果回写本地成功，交易:{record.trade_id}，节点:{record.approval_process_id}，requestId:{record.oa_fileid}，结果:{(isReturned ? "退回" : "通过")}");
+                    }
+                    messages.Add(record.trade_id + ":" + (string.IsNullOrWhiteSpace(result.ErrorMsg) ? (isReturned ? "退回" : "通过") : Pending));
+                }
+                catch (Exception ex)
+                {
+                    if (claimed)
+                    {
+                        SetClaimedStatus(record.id, Pending, ex.Message);
+                    }
+                    else
+                    {
+                        record.last_query_time = DateTime.Now;
+                        record.oa_msg = ex.Message;
+                        DbContext.SaveChanges();
+                    }
+                    _logger.Error($"轮询 OA 审批状态失败，requestId:{record.oa_fileid}", ex);
+                }
+            }
+            _logger.Info($"OA 移动审批状态轮询结束，已处理数量:{messages.Count}");
+            return messages;
+        }
+
+        private string Post(string urlKey, object payload, string requestId = null)
+        {
+            var path = Config(urlKey);
+            if (string.IsNullOrWhiteSpace(path))
+                path = urlKey == "ForceEndUrl" ? "/gateway/oaflow/forceEndOaFlow" : "/gateway/oaflow/createOaFlow";
+            var query = "systemToken=" + Uri.EscapeDataString(Config("SystemToken"))
+                + "&systemName=" + Uri.EscapeDataString(Config("SystemName"));
+            if (urlKey == "ForceEndUrl")
+                query += "&requestId=" + Uri.EscapeDataString(requestId ?? string.Empty);
+            else
+                query += "&flowId=" + Uri.EscapeDataString(Config("MobileFlowId", "245103"))
+                    + "&isnextflow=" + Uri.EscapeDataString(Config("TradeApprovalIsNextFlow", "0"));
+            var url = path + (path.Contains("?") ? "&" : "?") + query;
+            return new HttpClientWrap(Config("BaseUrl"), 60).PostJson(url, payload, null);
+        }
+
+        private string Config(string key, string fallback = "")
+        {
+            if (key == "BaseUrl" || key == "SubUrl" || key == "TradeApprovalQueryUrl" || key == "ForceEndUrl")
+            {
+                var mockEnabled = bool.TryParse(AppManager.GetConfiguration()["TradeApprovalOaMock:Enabled"], out var enabled) && enabled;
+                var mockValue = AppManager.GetConfiguration()[$"TradeApprovalOaMock:{key}"];
+                if (mockEnabled && !string.IsNullOrWhiteSpace(mockValue))
+                    return mockValue;
+            }
+            var value = AppManager.GetConfiguration()[$"oa_confg:{key}"];
+            return string.IsNullOrWhiteSpace(value) ? fallback : value;
+        }
+
+        private approvalprocess GetCurrentNode(trade trade)
+        {
+            if (trade == null) return null;
+            var processType = IsCloseScenario(trade) ? "CloseProcess" : "TradeProcess";
+            return DbContext.approvalprocess
+                .Where(x => x.processType == processType
+                    && x.order == trade.ProcessOrderId
+                    && (x.node == trade.ProcessOrderBranch || x.node == 0))
+                .OrderByDescending(x => x.node == trade.ProcessOrderBranch)
+                .FirstOrDefault();
+        }
+
+        private static bool IsCloseScenario(trade trade)
+        {
+            return trade.TradeStatus == ConsTrade.平仓待复核
+                || trade.TradeStatus == ConsTrade.行权待复核
+                || trade.TradeStatus == ConsTrade.互换待复核;
+        }
+
+        private bool TryClaimForSync(int recordId)
+        {
+            var now = DateTime.Now;
+            return DbContext.Database.ExecuteSqlRaw(
+                "UPDATE trade_approval_oa_result SET status = {0}, last_query_time = {1} " +
+                "WHERE id = {2} AND is_valid = 1 AND (status = {3} OR (status = {0} AND (last_query_time IS NULL OR last_query_time < {4})))",
+                Syncing, now, recordId, Pending, now.AddMinutes(-5)) == 1;
+        }
+
+        private bool TryChangeStatus(int recordId, string expectedStatus, string targetStatus, string message)
+        {
+            return DbContext.Database.ExecuteSqlRaw(
+                "UPDATE trade_approval_oa_result SET status = {0}, oa_msg = {1} WHERE id = {2} AND is_valid = 1 AND status = {3}",
+                targetStatus, message, recordId, expectedStatus) == 1;
+        }
+
+        private void SetClaimedStatus(int recordId, string status, string message)
+        {
+            DbContext.Database.ExecuteSqlRaw(
+                "UPDATE trade_approval_oa_result SET status = {0}, oa_msg = {1} WHERE id = {2} AND is_valid = 1 AND status = {3}",
+                status, message, recordId, Syncing);
+        }
+
+        private string GetSprLoginName(approvalprocess node)
+        {
+            using var baseDb = DbContextFactory.GetErpBaseContext();
+            var users = (from roleUser in baseDb.RoleUsers
+                         join user in baseDb.SystemUsers on roleUser.UserId equals user.Id
+                         where roleUser.RoleId == node.roleId && user.State == (int)UserState.Enabled
+                         select user.LoginName).ToList();
+            if (users.Count == 0)
+                throw new ServiceException($"关联 OA 的审批角色未配置启用用户，角色ID:{node.roleId}");
+            if (users.Count > 1)
+                throw new ServiceException($"关联 OA 的审批角色配置了多个启用用户，角色ID:{node.roleId}");
+            if (string.IsNullOrWhiteSpace(users[0]))
+                throw new ServiceException($"关联 OA 的审批用户未配置登录名，角色ID:{node.roleId}");
+            return users[0];
+        }
+
+        private Dictionary<string, object> BuildPayload(trade trade, string creator, string applicant, string spr, string scenario)
+        {
+            var positions = DbContext.swap_position
+                .Where(x => x.SwapTradeId == trade.id && x.IsInitial && !x.Invalid)
+                .ToList();
+            var floatPosition = positions.FirstOrDefault(x => x.IsInitial && !string.IsNullOrWhiteSpace(x.UnderlyingCode));
+            var underlyingName = floatPosition == null
+                ? string.Empty
+                : DbContext.underlying_manager.Where(x => x.UnderlyingCode == floatPosition.UnderlyingCode)
+                    .Select(x => x.UnderlyingName)
+                    .FirstOrDefault() ?? string.Empty;
+            var interestPositions = positions.Where(x => string.IsNullOrWhiteSpace(x.UnderlyingCode)
+                && x.InterestMode != (int)InterestModeEnum.初始预付金
+                && x.InterestMode != (int)InterestModeEnum.追加预付金
+                && x.InterestMode != (int)InterestModeEnum.Unknown).ToList();
+            var marginPositions = positions.Where(x => x.InterestMode == (int)InterestModeEnum.初始预付金
+                || x.InterestMode == (int)InterestModeEnum.追加预付金).ToList();
+            var tradeDate = trade.TradeDate?.ToString("yyyy-MM-dd") ?? string.Empty;
+            var startDate = floatPosition?.PosiStartDate.ToString("yyyy-MM-dd") ?? string.Empty;
+            var maturityDate = floatPosition?.PosiMatuirityDate?.ToString("yyyy-MM-dd") ?? string.Empty;
+            var contractDays = floatPosition?.PosiMatuirityDate == null
+                ? string.Empty
+                : ((floatPosition.PosiMatuirityDate.Value.Date - floatPosition.PosiStartDate.Date).Days).ToString();
+
+            var elementLines = new List<string>
+            {
+                "交易日期=" + tradeDate,
+                "审批角色=衍生品负责人",
+                "交易编号=" + (trade.TradeNumber ?? string.Empty),
+                "对手方=" + (trade.ClientName ?? string.Empty),
+                "交易类型=" + scenario,
+                "浮动端多空头=" + (floatPosition == null ? string.Empty : floatPosition.PositionType == 1 ? "多头" : "空头"),
+                "利息端方向=" + JoinValues(interestPositions.Select(x => x.InterestDirection == 1 ? "收取" : "支付")),
+                "簿记账户=" + (trade.AssetBookName ?? string.Empty),
+                "结构类型=" + (trade.StructureType ?? string.Empty),
+                "标的代码=" + (floatPosition?.UnderlyingCode ?? string.Empty),
+                "标的名称=" + underlyingName,
+                "期初收益率=" + (floatPosition?.InitYtm?.ToString("0.####%") ?? string.Empty),
+                "期初价格=" + (floatPosition?.PosiNetPrice.ToString("0.####") ?? string.Empty),
+                "行权方式=" + (trade.GetExerciseModeCn() ?? string.Empty),
+                "合约期限=" + contractDays,
+                "数量=" + (floatPosition?.PosiQuantity.ToString("0.####") ?? string.Empty),
+                "起始日=" + startDate,
+                "到期日=" + maturityDate,
+                "交易员=" + (trade.TraderName ?? string.Empty),
+                "支付日期=" + JoinValues(marginPositions.Select(x => x.HappenDate?.ToString("yyyy-MM-dd") ?? string.Empty)),
+                "期初预付金=" + JoinValues(marginPositions.Select(x => x.InterestPrincipalFix.ToString("0.00"))),
+                "期初预付金方向=" + JoinValues(marginPositions.Select(x => x.InterestDirection == 1 ? "收取" : "支付"))
+            };
+
+            if (scenario == "开仓")
+            {
+                elementLines.Add("平仓金额=");
+                elementLines.Add("平仓日期=");
+            }
+            else
+            {
+                var eventType = scenario == "平仓" ? (int)SwapEventTypeEnum.平仓 : (int)SwapEventTypeEnum.互换;
+                var swapEvent = DbContext.swap_event.Where(x => x.SwapTradeId == trade.id && !x.Invalid && x.EventType == eventType)
+                    .OrderByDescending(x => x.id).FirstOrDefault();
+                var unwind = string.IsNullOrWhiteSpace(swapEvent?.EventData) ? null : JsonHelper.Deserialize<UnwindData>(swapEvent.EventData);
+                elementLines.Add("平仓金额=" + (unwind?.SwapCloseAmount.ToString("0.##") ?? ""));
+                elementLines.Add("平仓日期=" + (unwind?.UnwindDate?.ToString("yyyy-MM-dd") ?? swapEvent?.ValueDate.ToString("yyyy-MM-dd") ?? ""));
+            }
+
+            var elements = string.Join("<br/>", elementLines);
+            var payload = new Dictionary<string, object>
+            {
+                ["title"] = "衍生品系统TRS移动审批-" + trade.TradeNumber,
+                ["creater"] = creator,
+                ["applicant"] = applicant,
+                ["spr"] = spr,
+                ["applyDate"] = DateTime.Now.ToString("yyyy-MM-dd"),
+                ["elements"] = elements
+            };
+            return payload;
+        }
+
+        private static string JoinValues(IEnumerable<string> values)
+        {
+            return string.Join("；", values.Where(x => !string.IsNullOrWhiteSpace(x)));
+        }
+    }
+}

YLErpDAL/Modules/TradeModule/TradeBLL.cs

@@ -287,6 +287,13 @@ namespace YLErp.BLL
                 .Select(a => new { a.order, a.roleId })
                 .ToList()
                 .ToDictionary(a => a.order, a => a.roleId);
+            var approvalNodes = db.approvalprocess
+                .Select(a => new { a.id, a.processType, a.order, a.node })
+                .ToList();
+            var oaRecords = db.tradeApprovalOaResult
+                .Where(x => swapTradeIds.Contains(x.trade_id) && x.is_valid)
+                .Select(x => new { x.id, x.trade_id, x.approval_process_id, x.status, x.oa_msg })
+                .ToList();
 
             foreach (var tradeLinq in retListResult.rows)
             {
@@ -305,6 +312,29 @@ namespace YLErp.BLL
                     tradeLinq.ProcessRoleName = name;
                 }
 
+                if (tradeLinq.TradeType == "收益互换")
+                {
+                    var processType = tradeLinq.TradeStatus == "平仓待复核" || tradeLinq.TradeStatus == "行权待复核" || tradeLinq.TradeStatus == "互换待复核"
+                        ? "CloseProcess"
+                        : "TradeProcess";
+                    var currentNode = approvalNodes
+                        .Where(x => x.processType == processType
+                            && x.order == tradeLinq.ProcessOrderId
+                            && (x.node == tradeLinq.ProcessOrderBranch || x.node == 0))
+                        .OrderByDescending(x => x.node == tradeLinq.ProcessOrderBranch)
+                        .FirstOrDefault();
+                    var oa = currentNode == null ? null : oaRecords
+                        .Where(x => x.trade_id == tradeLinq.id && x.approval_process_id == currentNode.id)
+                        .OrderByDescending(x => x.id)
+                        .FirstOrDefault();
+                    if (oa != null)
+                    {
+                        tradeLinq.OaRemark = string.IsNullOrWhiteSpace(oa.oa_msg)
+                            ? oa.status
+                            : oa.status + "：" + oa.oa_msg;
+                    }
+                }
+
                 if (tradeLinq.TradeType == "远期" || tradeLinq.TradeType == "掉期")
                 {
                     var option = db.trade_forward.FirstOrDefault(x => x.TradeId == tradeLinq.id);

YLErpDAL/Modules/TradeModule/TradeServiceBase.cs

@@ -120,6 +120,7 @@ namespace YLErp.Modules.TradeModule
             // 需求①：进入审批流程时即应用触发条件——从起始节点开始，跳过所有不满足触发条件的节点。
             // 若所有节点均不满足 → 直接审批通过（无需任何人审核）。
             ApplyTriggerFromStart(tradeProcess, td, userId);
+            new TradeApprovalOAService(this).EnsureForCurrentNode(td);
         }
 
         /// <summary>