从山证v2.3.0拷贝
This commit is contained in:
吴方海
@@ -0,0 +1,260 @@
|
||||
using BaseOUDAL;
|
||||
using System.Data;
|
||||
using YieldChain.Helpers;
|
||||
using YLErp.Commons;
|
||||
using YLErp.Helpers;
|
||||
using YLErp.Model.Enum;
|
||||
|
||||
namespace YLErp.Modules.ClientModule
|
||||
{
|
||||
/// <summary>
|
||||
/// 客户产品投资人服务
|
||||
/// </summary>
|
||||
public partial class ClientInvestorService : ClientBaseService
|
||||
{
|
||||
public ClientInvestorService(OptUserInfo userInfo) : base(userInfo)
|
||||
{
|
||||
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// 查询ClientInvestor
|
||||
/// </summary>
|
||||
public SearchListResult<ClientInvestor> SearchList(ClientInvestorReq req)
|
||||
{
|
||||
var query = DbContext.ClientInvestor.AsNoTracking().AsQueryable();
|
||||
|
||||
if (!string.IsNullOrEmpty(req.Investor))
|
||||
{
|
||||
query = query.Where(d => d.Investor.Contains(req.Investor));
|
||||
}
|
||||
|
||||
if (!string.IsNullOrEmpty(req.EligibilityType))
|
||||
{
|
||||
query = query.Where(d => d.EligibilityType.Contains(req.EligibilityType));
|
||||
}
|
||||
|
||||
if (req.ClientId != null)
|
||||
{
|
||||
query = query.Where(d => d.ClientId == req.ClientId);
|
||||
}
|
||||
|
||||
if (!string.IsNullOrEmpty(req.ClientName))
|
||||
{
|
||||
query = query.Where(d => d.ClientName.Contains(req.ClientName));
|
||||
}
|
||||
|
||||
if (req.OptId != null)
|
||||
{
|
||||
query = query.Where(d => d.OptId == req.OptId);
|
||||
}
|
||||
|
||||
if (!string.IsNullOrEmpty(req.OptName))
|
||||
{
|
||||
query = query.Where(d => d.OptName.Contains(req.OptName));
|
||||
}
|
||||
|
||||
if (req.OptDateStart != DateTime.MinValue)
|
||||
{
|
||||
query = query.Where(d => d.OptDate >= req.OptDateStart);
|
||||
}
|
||||
|
||||
if (req.OptDateEnd != DateTime.MinValue)
|
||||
{
|
||||
var OptDateTemp = req.OptDateEnd.AddDays(1);
|
||||
query = query.Where(d => d.OptDate < OptDateTemp);
|
||||
}
|
||||
|
||||
if (string.IsNullOrEmpty(req.sidx))
|
||||
{
|
||||
req.sidx = "id";
|
||||
req.sord = "desc";
|
||||
}
|
||||
var retListResult = query.ToSearchList(req);
|
||||
|
||||
return retListResult;
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// 保存产品投资人数据
|
||||
/// </summary>
|
||||
public ClientInvestor SaveInvestor(HashSet<string> updatedPropertyNameSet, ClientInvestor req, out Client client)
|
||||
{
|
||||
return InnerSaveInvestor(updatedPropertyNameSet, req, out client, false);
|
||||
}
|
||||
|
||||
private ClientInvestor InnerSaveInvestor(HashSet<string> updatedPropertyNameSet, ClientInvestor req, out Client client, bool doInvalid)
|
||||
{
|
||||
ClientInvestor dbmodel;
|
||||
|
||||
var changeStr = string.Empty;
|
||||
|
||||
client = req.ClientId > 0 ? DbContext.client.Find(req.ClientId) : null;
|
||||
|
||||
if (client == null)
|
||||
{
|
||||
throw new ServiceException("没有找到客户数据");
|
||||
}
|
||||
|
||||
checkInvestor(req, client);
|
||||
|
||||
//新增
|
||||
if (req.id < 1)
|
||||
{
|
||||
DbContext.ClientInvestor.Add(dbmodel = new ClientInvestor());
|
||||
|
||||
DbContext.ClientAuditLog.Add(new ClientAuditLog
|
||||
{
|
||||
ClientId = req.ClientId ?? 0,
|
||||
OptType = "新建产品投资人",
|
||||
Changes = string.Empty,
|
||||
DataType = "00",
|
||||
OptId = UserId,
|
||||
OptName = UserName,
|
||||
OptDate = OptDate
|
||||
});
|
||||
}
|
||||
else
|
||||
{
|
||||
dbmodel = DbContext.ClientInvestor.Find(req.id);
|
||||
|
||||
if (dbmodel == null)
|
||||
{
|
||||
throw new ServiceException("未找到对应的产品投资人信息,请刷新后再试!");
|
||||
}
|
||||
|
||||
if (doInvalid && req.ValidState == dbmodel.ValidState)
|
||||
{
|
||||
return dbmodel;
|
||||
}
|
||||
|
||||
changeStr = DataChangeHelper.GetDataChanges(dbmodel, req).ToJson();
|
||||
}
|
||||
|
||||
ObjectHelper.MapValues(dbmodel, req, updatedPropertyNameSet);
|
||||
|
||||
SetDBModelOpt(dbmodel);
|
||||
|
||||
if (req.id > 0)
|
||||
{
|
||||
DbContext.ClientAuditLog.Add(new ClientAuditLog
|
||||
{
|
||||
ClientId = dbmodel.ClientId ?? 0,
|
||||
OptType = "编辑产品投资人",
|
||||
Changes = changeStr,
|
||||
DataType = "C02",
|
||||
OptId = UserId,
|
||||
OptName = UserName,
|
||||
OptDate = OptDate
|
||||
});
|
||||
}
|
||||
DbContext.SaveChanges();
|
||||
|
||||
return dbmodel;
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// 投资人检查
|
||||
/// </summary>
|
||||
/// <param name="req"></param>
|
||||
/// <param name="client"></param>
|
||||
/// <returns></returns>
|
||||
private bool checkInvestor(ClientInvestor req, Client client)
|
||||
{
|
||||
//产品用户投资者，如果存在收益互换权限 只有专业投资者权益百分比可以大于20%
|
||||
if (client.ClientType == ClientTypeEnum.产品.ToString() && client.DerivativesInvestmentVarieties.Contains((int)DerivativesInvestmentVarietiesEnum.场外互换 + "")
|
||||
&& !"专业投资者".Equals(req.EligibilityType) && req.ShareRate > 0.2)
|
||||
{
|
||||
throw new ServiceException("本产品客户，存在非专业投资人权益比例大于20%情况，无法进行场外互换交易！");
|
||||
}
|
||||
return true;
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// 导出产品投资人数据到EXCEL文件
|
||||
/// </summary>
|
||||
public byte[] ExportInvestorsToExcel(IEnumerable<int> clientIds)
|
||||
{
|
||||
var ret = DbContext.ClientInvestor.AsNoTracking().AsQueryable().Where(o => clientIds.Contains(o.ClientId ?? 0)).OrderBy(o => o.ClientName).ToList();
|
||||
|
||||
var dc = new List<ExcelHelper.DataColumnModel>
|
||||
{
|
||||
new ExcelHelper.DataColumnModel("客户名称", "ClientId", (cv, obj) =>
|
||||
{
|
||||
var id = (int?)cv ?? 0;
|
||||
return DbContext.client.Where(o => o.id == id).FirstOrDefault().Name;
|
||||
}),
|
||||
new ExcelHelper.DataColumnModel("投资人", "Investor"),
|
||||
new ExcelHelper.DataColumnModel("适当性类型", "EligibilityType"),
|
||||
new ExcelHelper.DataColumnModel("权益占比", "ShareRate"),
|
||||
new ExcelHelper.DataColumnModel("是否有效", "ValidState", (cv, obj) =>
|
||||
{
|
||||
if (cv == "InValid")
|
||||
{
|
||||
return "无效";
|
||||
}
|
||||
return "有效";
|
||||
}),
|
||||
new ExcelHelper.DataColumnModel("客户备注", "Comments")
|
||||
};
|
||||
new ExcelHelper().ListToExcel<ClientInvestor>(dc.ToArray(), ret, "客户产品投资人信息", true, out var buffer);
|
||||
return buffer;
|
||||
}
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// 客户产品投资人查询请求
|
||||
/// </summary>
|
||||
public class ClientInvestorReq : BaseSearchReq
|
||||
{
|
||||
/// <summary>
|
||||
/// 投资人
|
||||
/// </summary>
|
||||
public string Investor { get; set; }
|
||||
|
||||
/// <summary>
|
||||
/// 适当性类型
|
||||
/// </summary>
|
||||
public string EligibilityType { get; set; }
|
||||
|
||||
/// <summary>
|
||||
/// 权益占比
|
||||
/// </summary>
|
||||
public string ShareRate { get; set; }
|
||||
|
||||
/// <summary>
|
||||
/// 客户信息
|
||||
/// </summary>
|
||||
public int? ClientId { get; set; }
|
||||
|
||||
|
||||
/// <summary>
|
||||
/// 客户名称
|
||||
/// </summary>
|
||||
public string ClientName { get; set; }
|
||||
|
||||
|
||||
/// <summary>
|
||||
/// 操作者_optid
|
||||
/// </summary>
|
||||
public int? OptId { get; set; }
|
||||
|
||||
|
||||
/// <summary>
|
||||
/// 操作者_optname
|
||||
/// </summary>
|
||||
public string OptName { get; set; }
|
||||
|
||||
|
||||
/// <summary>
|
||||
/// 操作日期_createdate
|
||||
/// </summary>
|
||||
public DateTime? OptDate { get; set; }
|
||||
|
||||
public DateTime OptDateStart { get; set; }
|
||||
|
||||
public DateTime OptDateEnd { get; set; }
|
||||
|
||||
public string Comments { get; set; }
|
||||
}
|
||||
}
|
||||
Reference in New Issue
Block a user