fix: 国联民生收益互换支持审批前生成交易确认书

- 仅国联民生收益互换支持在新增待确认、修改待确认、审批中生成交易确认书，期权、其他公司及其他交易状态保持原限制 - 交易确认书页面同步开放上述交易的“生成确认书”按钮，后端批量生成链路同步放开状态过滤 - 审批前生成仅校验客户、标的、初始持仓等模板必需核心数据；不以银行账户、联系人、保证金等非模板必填资料阻断 - 审批前已生成确认书的交易被修改时，使该交易原确认书关联失效，重新生成仍按原覆盖逻辑处理 - 审批拒绝时清理该交易审批前生成的确认书关联、OA 结果及用印队列；无其他有效引用时删除确认书数据，避免遗留无效确认书 - 保持原交易编号逻辑：自动生成和手工填写均不复用已拒绝交易编号 - 新增审批前适用范围、确认书关联及 OA 清理谓词专项单测
2026-07-30 11:10:48 +08:00
parent c519dcf44f
commit b3484c3618
7 changed files with 335 additions and 7 deletions
@@ -0,0 +1,106 @@
+using YLErp.Configuration;
+using YLErp.DBModels;
+using YLErp.DBModels.Consts;
+using YLErp.DBModels.Enums;
+using YLErp.Modules.TradeModule.DocGenerateModule;
+
+namespace YLErp.UnitTestProject.Modules.TradeModule.DocGenerateModule
+{
+    [TestClass]
+    public class GuolianSwapConfirmBookScopeTest
+    {
+        [TestMethod]
+        public void IsPreApprovalTrade_AllAllowedStatuses_ReturnsTrue()
+        {
+            var statuses = new[]
+            {
+                ConsTrade.新增待确认,
+                ConsTrade.修改待确认,
+                ConsTrade.审批中
+            };
+
+            foreach (var status in statuses)
+            {
+                var trade = CreateTrade(status);
+
+                Assert.IsTrue(GuolianSwapConfirmBookScope.IsPreApprovalTrade(trade, CompanyEnum.国联), status);
+            }
+        }
+
+        [TestMethod]
+        public void IsPreApprovalTrade_NonGuolianSwapOrInvalidTrade_ReturnsFalse()
+        {
+            var confirmedSwap = CreateTrade(ConsTrade.确认成交);
+            var optionTrade = CreateTrade(ConsTrade.审批中, "香草期权");
+            var invalidSwap = CreateTrade(ConsTrade.审批中);
+            invalidSwap.ValidState = ConsGlobal.InValid;
+
+            Assert.IsFalse(GuolianSwapConfirmBookScope.IsPreApprovalTrade(confirmedSwap, CompanyEnum.国联));
+            Assert.IsFalse(GuolianSwapConfirmBookScope.IsPreApprovalTrade(optionTrade, CompanyEnum.国联));
+            Assert.IsFalse(GuolianSwapConfirmBookScope.IsPreApprovalTrade(CreateTrade(ConsTrade.审批中), CompanyEnum.国泰君安));
+            Assert.IsFalse(GuolianSwapConfirmBookScope.IsPreApprovalTrade(invalidSwap, CompanyEnum.国联));
+        }
+
+        [TestMethod]
+        public void OtherActiveReferencePredicate_OnlyMatchesOtherActiveTrade()
+        {
+            const string contractCode = "GLMS-TEST-20260728-FICC-04-000001";
+            var predicate = GuolianSwapConfirmBookCleanupService
+                .BuildOtherActiveReferencePredicate(contractCode, 4)
+                .Compile();
+
+            Assert.IsFalse(predicate(CreateRelation(4, contractCode, ContractTypeEnum.Trade, true)));
+            Assert.IsTrue(predicate(CreateRelation(7, contractCode, ContractTypeEnum.Trade, true)));
+            Assert.IsFalse(predicate(CreateRelation(7, contractCode, ContractTypeEnum.Trade, false)));
+            Assert.IsFalse(predicate(CreateRelation(7, "OTHER", ContractTypeEnum.Trade, true)));
+            Assert.IsFalse(predicate(CreateRelation(7, contractCode, ContractTypeEnum.Clearing, true)));
+        }
+
+        [TestMethod]
+        public void TradeConfirmationRelationPredicate_MatchesActiveAndInactiveRelations()
+        {
+            const string contractCode = "GLMS-TEST-20260728-FICC-04-000001";
+            var predicate = GuolianSwapConfirmBookCleanupService
+                .BuildTradeConfirmationRelationPredicate(4)
+                .Compile();
+
+            Assert.IsTrue(predicate(CreateRelation(4, contractCode, ContractTypeEnum.Trade, true)));
+            Assert.IsTrue(predicate(CreateRelation(4, contractCode, ContractTypeEnum.Trade, false)));
+            Assert.IsFalse(predicate(CreateRelation(7, contractCode, ContractTypeEnum.Trade, true)));
+            Assert.IsFalse(predicate(CreateRelation(4, contractCode, ContractTypeEnum.Clearing, true)));
+        }
+
+        [TestMethod]
+        public void ActiveOaResultPredicate_OnlyMatchesRejectedTradeActiveResult()
+        {
+            var predicate = GuolianSwapConfirmBookCleanupService
+                .BuildActiveOaResultPredicate(4)
+                .Compile();
+
+            Assert.IsTrue(predicate(new trade_contract_oa_result { trade_id = 4, is_valid = true }));
+            Assert.IsFalse(predicate(new trade_contract_oa_result { trade_id = 4, is_valid = false }));
+            Assert.IsFalse(predicate(new trade_contract_oa_result { trade_id = 7, is_valid = true }));
+        }
+
+        private static trade CreateTrade(string status, string tradeType = "收益互换")
+        {
+            return new trade
+            {
+                TradeType = tradeType,
+                TradeStatus = status,
+                ValidState = ConsGlobal.Valid
+            };
+        }
+
+        private static trade_contract_r CreateRelation(int tradeId, string contractCode, string type, bool isValid)
+        {
+            return new trade_contract_r
+            {
+                TradeId = tradeId,
+                ContractCode = contractCode,
+                Type = type,
+                IsValid = isValid
+            };
+        }
+    }
+}