diff --git a/.editorconfig b/.editorconfig index 40eb71f1..e2964ef3 100644 --- a/.editorconfig +++ b/.editorconfig @@ -160,3 +160,17 @@ csharp_preserve_single_line_statements = true # CA1819: Properties should not return arrays dotnet_diagnostic.CA1819.severity = silent + +# JavaScript 和 TypeScript 文件 +[*.{js,jsx,ts,tsx}] +# 缩进和间距 +indent_size = 4 +indent_style = space +tab_width = 4 + +# 新行首选项 +end_of_line = crlf +insert_final_newline = false + +# 拖尾逗号不添加 +trailing_comma = none diff --git a/Framework/YLErp.Core/DBModels/Enums/RiskControlStrategy.cs b/Framework/YLErp.Core/DBModels/Enums/RiskControlStrategy.cs new file mode 100644 index 00000000..1fd37054 --- /dev/null +++ b/Framework/YLErp.Core/DBModels/Enums/RiskControlStrategy.cs @@ -0,0 +1,9 @@ +namespace YLErp.DBModels +{ + public enum RiskControlStrategy + { + Block = 1, + Approval = 2, + Warning = 3 + } +} diff --git a/Framework/YLErp.Core/DBModels/Enums/RiskRuleStatus.cs b/Framework/YLErp.Core/DBModels/Enums/RiskRuleStatus.cs new file mode 100644 index 00000000..b4539183 --- /dev/null +++ b/Framework/YLErp.Core/DBModels/Enums/RiskRuleStatus.cs @@ -0,0 +1,9 @@ +namespace YLErp.DBModels +{ + public enum RiskRuleStatus + { + Active = 1, + Disabled = 2, + Deleted = 3 + } +} diff --git a/Framework/YLErp.Core/DBModels/Enums/RiskVariableCategory.cs b/Framework/YLErp.Core/DBModels/Enums/RiskVariableCategory.cs new file mode 100644 index 00000000..28a9e859 --- /dev/null +++ b/Framework/YLErp.Core/DBModels/Enums/RiskVariableCategory.cs @@ -0,0 +1,10 @@ +namespace YLErp.DBModels +{ + public enum RiskVariableCategory + { + BookingElement = 1, + MarketData = 2, + SystemCalc = 3, + BooleanCheck = 4 + } +} diff --git a/Framework/YLErp.Core/DBModels/Enums/RiskVariableDataType.cs b/Framework/YLErp.Core/DBModels/Enums/RiskVariableDataType.cs new file mode 100644 index 00000000..b5cd9b3d --- /dev/null +++ b/Framework/YLErp.Core/DBModels/Enums/RiskVariableDataType.cs @@ -0,0 +1,9 @@ +namespace YLErp.DBModels +{ + public enum RiskVariableDataType + { + Numeric = 1, + Date = 2, + Boolean = 3 + } +} diff --git a/Framework/YLErp.Core/DBModels/glms_risk_rule.cs b/Framework/YLErp.Core/DBModels/glms_risk_rule.cs new file mode 100644 index 00000000..1581b02f --- /dev/null +++ b/Framework/YLErp.Core/DBModels/glms_risk_rule.cs @@ -0,0 +1,18 @@ +using System.ComponentModel.DataAnnotations.Schema; + +namespace YLErp.DBModels +{ + [Table("glms_risk_rule")] + public class glms_risk_rule : DBModelWithOperator + { + public string RuleName { get; set; } + public string RuleText { get; set; } + public string ConditionJson { get; set; } + public string RuleExpr { get; set; } + public RiskRuleStatus Status { get; set; } = RiskRuleStatus.Active; + public int Version { get; set; } = 1; + public int? UpdateOptId { get; set; } + public string UpdateOptName { get; set; } + public DateTime? UpdateDate { get; set; } + } +} diff --git a/Framework/YLErp.Core/DBModels/glms_risk_rule_application.cs b/Framework/YLErp.Core/DBModels/glms_risk_rule_application.cs new file mode 100644 index 00000000..aa5dbb6a --- /dev/null +++ b/Framework/YLErp.Core/DBModels/glms_risk_rule_application.cs @@ -0,0 +1,22 @@ +using System.ComponentModel.DataAnnotations.Schema; + +namespace YLErp.DBModels +{ + [Table("glms_risk_rule_application")] + public class glms_risk_rule_application : DBModelWithOperator + { + public string RuleIds { get; set; } + public RiskRuleStatus Status { get; set; } = RiskRuleStatus.Active; + public RiskControlStrategy ControlStrategy { get; set; } + public string TriggerPoints { get; set; } + public string ScopeAssetBookIds { get; set; } + public string ScopeClientIds { get; set; } + public string ScopeUnderlyingTypes { get; set; } + public string ScopeTradeTypes { get; set; } + public bool ScopeIsGlobal { get; set; } + public int Version { get; set; } = 1; + public int? UpdateOptId { get; set; } + public string UpdateOptName { get; set; } + public DateTime? UpdateDate { get; set; } + } +} diff --git a/Framework/YLErp.Core/DBModels/glms_risk_rule_audit_log.cs b/Framework/YLErp.Core/DBModels/glms_risk_rule_audit_log.cs new file mode 100644 index 00000000..fca43e2b --- /dev/null +++ b/Framework/YLErp.Core/DBModels/glms_risk_rule_audit_log.cs @@ -0,0 +1,19 @@ +using System.ComponentModel.DataAnnotations.Schema; + +namespace YLErp.DBModels +{ + [Table("glms_risk_rule_audit_log")] + public class glms_risk_rule_audit_log : DBModelBase + { + public string OperationType { get; set; } + public string TargetType { get; set; } + public long TargetId { get; set; } + public string TargetName { get; set; } + public string OperationDetail { get; set; } + public string Result { get; set; } + public string SnapshotData { get; set; } + public long OptId { get; set; } + public string OptName { get; set; } + public DateTime OptDate { get; set; } + } +} diff --git a/Framework/YLErp.Core/DBModels/glms_risk_variable.cs b/Framework/YLErp.Core/DBModels/glms_risk_variable.cs new file mode 100644 index 00000000..099312ae --- /dev/null +++ b/Framework/YLErp.Core/DBModels/glms_risk_variable.cs @@ -0,0 +1,21 @@ +using System.ComponentModel.DataAnnotations.Schema; + +namespace YLErp.DBModels +{ + [Table("glms_risk_variable")] + public class glms_risk_variable : DBModelWithOperator + { + public string VariableName { get; set; } + public RiskVariableCategory Category { get; set; } + public RiskVariableDataType DataType { get; set; } + public string Unit { get; set; } + public string ValueDomain { get; set; } + public string Description { get; set; } + public string VariableExpr { get; set; } + public int Version { get; set; } = 1; + public int SortOrder { get; set; } + public int? UpdateOptId { get; set; } + public string UpdateOptName { get; set; } + public DateTime? UpdateDate { get; set; } + } +} diff --git a/Framework/YLErp.Resources/DbUpdate/Ver-5.6.0/prod.sql b/Framework/YLErp.Resources/DbUpdate/Ver-5.6.0/prod.sql new file mode 100644 index 00000000..3f266be1 --- /dev/null +++ b/Framework/YLErp.Resources/DbUpdate/Ver-5.6.0/prod.sql @@ -0,0 +1,82 @@ +SET FOREIGN_KEY_CHECKS=0; + +CREATE TABLE `glms_risk_rule` ( + `id` int NOT NULL AUTO_INCREMENT COMMENT '主键Id', + `RuleName` varchar(200) CHARACTER SET utf8 COLLATE utf8_general_ci NOT NULL COMMENT '规则名称', + `RuleText` varchar(500) CHARACTER SET utf8 COLLATE utf8_general_ci NULL DEFAULT NULL COMMENT '规则文本', + `ConditionJson` text CHARACTER SET utf8 COLLATE utf8_general_ci NULL COMMENT '条件JSON(结构化模式, FormulaCondition数组)', + `RuleExpr` text CHARACTER SET utf8 COLLATE utf8_general_ci NULL COMMENT '规则表达式(自由文本模式, 类C#表达式)', + `Status` tinyint NOT NULL DEFAULT 1 COMMENT '状态: 1=Active, 2=Disabled, 3=Deleted', + `Version` int NOT NULL DEFAULT 1 COMMENT '版本号(乐观锁)', + `OptId` int NULL DEFAULT NULL COMMENT '创建人Id', + `OptName` varchar(255) CHARACTER SET utf8 COLLATE utf8_general_ci NULL DEFAULT NULL COMMENT '创建人名称', + `OptDate` datetime NULL DEFAULT NULL COMMENT '创建时间', + `UpdateOptId` int NULL DEFAULT NULL COMMENT '最后修改人Id', + `UpdateOptName` varchar(255) CHARACTER SET utf8 COLLATE utf8_general_ci NULL DEFAULT NULL COMMENT '最后修改人名称', + `UpdateDate` datetime NULL DEFAULT NULL COMMENT '最后修改时间', + PRIMARY KEY (`id`) USING BTREE, + INDEX `idx_status`(`Status` ASC) USING BTREE +) ENGINE = InnoDB CHARACTER SET = utf8 COLLATE = utf8_general_ci COMMENT = '风控规则定义表' ROW_FORMAT = Dynamic; + +CREATE TABLE `glms_risk_rule_application` ( + `id` int NOT NULL AUTO_INCREMENT COMMENT '主键Id', + `RuleIds` varchar(500) CHARACTER SET utf8 COLLATE utf8_general_ci NOT NULL COMMENT '关联规则Id列表(逗号分隔)', + `Status` tinyint NOT NULL DEFAULT 1 COMMENT '状态: 1=Active, 2=Disabled, 3=Deleted', + `ControlStrategy` tinyint NOT NULL COMMENT '控制策略: 1=Block, 2=Approval, 3=Warning', + `TriggerPoints` varchar(500) CHARACTER SET utf8 COLLATE utf8_general_ci NULL DEFAULT NULL COMMENT '触发时点(逗号分隔)', + `ScopeAssetBookIds` varchar(500) CHARACTER SET utf8 COLLATE utf8_general_ci NULL DEFAULT NULL COMMENT '适用账户Id列表', + `ScopeClientIds` varchar(500) CHARACTER SET utf8 COLLATE utf8_general_ci NULL DEFAULT NULL COMMENT '适用对手方Id列表', + `ScopeUnderlyingTypes` varchar(500) CHARACTER SET utf8 COLLATE utf8_general_ci NULL DEFAULT NULL COMMENT '适用标的类型', + `ScopeTradeTypes` varchar(500) CHARACTER SET utf8 COLLATE utf8_general_ci NULL DEFAULT NULL COMMENT '适用合约类型', + `ScopeIsGlobal` tinyint(1) NOT NULL DEFAULT 0 COMMENT '是否全局适用: 0=否, 1=是', + `Version` int NOT NULL DEFAULT 1 COMMENT '版本号(乐观锁)', + `OptId` int NULL DEFAULT NULL COMMENT '创建人Id', + `OptName` varchar(255) CHARACTER SET utf8 COLLATE utf8_general_ci NULL DEFAULT NULL COMMENT '创建人名称', + `OptDate` datetime NULL DEFAULT NULL COMMENT '创建时间', + `UpdateOptId` int NULL DEFAULT NULL COMMENT '最后修改人Id', + `UpdateOptName` varchar(255) CHARACTER SET utf8 COLLATE utf8_general_ci NULL DEFAULT NULL COMMENT '最后修改人名称', + `UpdateDate` datetime NULL DEFAULT NULL COMMENT '最后修改时间', + PRIMARY KEY (`id`) USING BTREE, + INDEX `idx_status`(`Status` ASC) USING BTREE +) ENGINE = InnoDB CHARACTER SET = utf8 COLLATE = utf8_general_ci COMMENT = '风控规则应用配置表' ROW_FORMAT = Dynamic; + +CREATE TABLE `glms_risk_rule_audit_log` ( + `id` int NOT NULL AUTO_INCREMENT COMMENT '主键Id', + `OperationType` varchar(50) CHARACTER SET utf8 COLLATE utf8_general_ci NOT NULL COMMENT '操作类型(RULE_CREATE/RULE_UPDATE等)', + `TargetType` varchar(50) CHARACTER SET utf8 COLLATE utf8_general_ci NOT NULL COMMENT '目标类型(RULE/APPLICATION/VARIABLE)', + `TargetId` bigint NOT NULL COMMENT '目标记录Id', + `TargetName` varchar(200) CHARACTER SET utf8 COLLATE utf8_general_ci NULL DEFAULT NULL COMMENT '目标名称', + `OperationDetail` text CHARACTER SET utf8 COLLATE utf8_general_ci NULL COMMENT '操作详情', + `Result` varchar(50) CHARACTER SET utf8 COLLATE utf8_general_ci NULL DEFAULT NULL COMMENT '操作结果', + `SnapshotData` longtext CHARACTER SET utf8 COLLATE utf8_general_ci NULL COMMENT '快照数据(JSON)', + `OptId` bigint NOT NULL COMMENT '操作人Id', + `OptName` varchar(255) CHARACTER SET utf8 COLLATE utf8_general_ci NULL DEFAULT NULL COMMENT '操作人名称', + `OptDate` datetime NOT NULL COMMENT '操作时间', + PRIMARY KEY (`id`) USING BTREE, + INDEX `idx_opt_date`(`OptDate` ASC) USING BTREE, + INDEX `idx_operation_type`(`OperationType` ASC) USING BTREE, + INDEX `idx_target_type`(`TargetType` ASC) USING BTREE, + INDEX `idx_target_id`(`TargetId` ASC) USING BTREE +) ENGINE = InnoDB CHARACTER SET = utf8 COLLATE = utf8_general_ci COMMENT = '风控规则操作审计日志表' ROW_FORMAT = Dynamic; + +CREATE TABLE `glms_risk_variable` ( + `id` int NOT NULL AUTO_INCREMENT COMMENT '主键Id', + `VariableName` varchar(200) CHARACTER SET utf8 COLLATE utf8_general_ci NOT NULL COMMENT '变量名称', + `Category` tinyint NOT NULL COMMENT '分类: 1=BookingElement, 2=MarketData, 3=SystemCalc, 4=BooleanCheck', + `DataType` tinyint NOT NULL COMMENT '数据类型: 1=Numeric, 2=Date, 3=Boolean', + `Unit` varchar(50) CHARACTER SET utf8 COLLATE utf8_general_ci NULL DEFAULT NULL COMMENT '单位', + `ValueDomain` varchar(500) CHARACTER SET utf8 COLLATE utf8_general_ci NULL DEFAULT NULL COMMENT '值域描述', + `Description` varchar(500) CHARACTER SET utf8 COLLATE utf8_general_ci NULL DEFAULT NULL COMMENT '描述', + `VariableExpr` text CHARACTER SET utf8 COLLATE utf8_general_ci NULL COMMENT '变量表达式(C#表达式)', + `Version` int NOT NULL DEFAULT 1 COMMENT '版本号(乐观锁)', + `SortOrder` int NOT NULL DEFAULT 0 COMMENT '排序', + `OptId` int NULL DEFAULT NULL COMMENT '创建人Id', + `OptName` varchar(255) CHARACTER SET utf8 COLLATE utf8_general_ci NULL DEFAULT NULL COMMENT '创建人名称', + `OptDate` datetime NULL DEFAULT NULL COMMENT '创建时间', + `UpdateOptId` int NULL DEFAULT NULL COMMENT '最后修改人Id', + `UpdateOptName` varchar(255) CHARACTER SET utf8 COLLATE utf8_general_ci NULL DEFAULT NULL COMMENT '最后修改人名称', + `UpdateDate` datetime NULL DEFAULT NULL COMMENT '最后修改时间', + PRIMARY KEY (`id`) USING BTREE +) ENGINE = InnoDB CHARACTER SET = utf8 COLLATE = utf8_general_ci COMMENT = '风控变量池定义表' ROW_FORMAT = Dynamic; + +SET FOREIGN_KEY_CHECKS=1; diff --git a/Framework/YLErp.Resources/DbUpdate/Ver-5.6.0/seed_variables.sql b/Framework/YLErp.Resources/DbUpdate/Ver-5.6.0/seed_variables.sql new file mode 100644 index 00000000..050d5470 --- /dev/null +++ b/Framework/YLErp.Resources/DbUpdate/Ver-5.6.0/seed_variables.sql @@ -0,0 +1,59 @@ +-- ============================================================ +-- 变量池初始数据（对应设计文档 §4.4 变量池完整清单） +-- ============================================================ + +-- 4.4.1 簿记要素类（Category=1） +INSERT INTO `glms_risk_variable` (`VariableName`, `Category`, `DataType`, `Unit`, `ValueDomain`, `Description`, `VariableExpr`, `SortOrder`, `OptId`, `OptName`, `OptDate`) VALUES +('合约名义本金', 1, 1, '元', '≥ 0', 'trade.StockEqvNotional 或 swap_position.PosiNotionalValue', 'trade.StockEqvNotional', 101, 0, 'SYSTEM', NOW()), +('合约起息日', 1, 2, NULL, NULL, 'trade.StartDate 或 swap_position.PosiStartDate', 'trade.StartDate', 102, 0, 'SYSTEM', NOW()), +('合约到期日', 1, 2, NULL, NULL, 'trade.ExerciseDate 或 swap_position.PosiMatuirityDate', 'trade.ExerciseDate', 103, 0, 'SYSTEM', NOW()), +('合约平仓日', 1, 2, NULL, NULL, 'trade.UnWindDate', 'trade.UnWindDate', 104, 0, 'SYSTEM', NOW()), +('合约支付日', 1, 2, NULL, NULL, 'trade.SettlementDate', 'trade.SettlementDate', 105, 0, 'SYSTEM', NOW()), +('期初净价', 1, 1, '元', '≥ 0', 'swap_position.PosiNetNoFeePrice（债券 TRS）', 'swap_position.PosiNetNoFeePrice', 106, 0, 'SYSTEM', NOW()), +('期初全价', 1, 1, '元', '≥ 0', 'swap_position.PosiNetFeePrice（债券 TRS）/ trade.SpotPrice（其他）', 'swap_position.PosiNetFeePrice', 107, 0, 'SYSTEM', NOW()), +('期初收益率', 1, 1, '%', NULL, 'trade.InitYtm 或 swap_position.InitYtm', 'trade.InitYtm', 108, 0, 'SYSTEM', NOW()), +('期初价格', 1, 1, '元', '≥ 0', 'trade.SpotPrice（非债券类）', 'trade.SpotPrice', 109, 0, 'SYSTEM', NOW()), +('期末全价', 1, 1, '元', '≥ 0', 'eod_swap_position.UnderlyingPrice（债券 TRS）', 'eod_swap_position.UnderlyingPrice', 110, 0, 'SYSTEM', NOW()), +('期末价格', 1, 1, '元', '≥ 0', 'trade.FinalPrice', 'trade.FinalPrice', 111, 0, 'SYSTEM', NOW()), +('保证金利率', 1, 1, '%', NULL, 'client_marginrate.InitMarginRebateRate', 'client_marginrate.InitMarginRebateRate', 112, 0, 'SYSTEM', NOW()), +('保证金比例', 1, 1, '%', '0~100', 'trade.MarginRate', 'trade.MarginRate', 113, 0, 'SYSTEM', NOW()), +('客户授信额度', 1, 1, '元', '≥ 0', 'credit.Credit', 'credit.Credit', 114, 0, 'SYSTEM', NOW()); + +-- 4.4.2 行情类（Category=2，统一取上一交易日收盘价） +INSERT INTO `glms_risk_variable` (`VariableName`, `Category`, `DataType`, `Unit`, `ValueDomain`, `Description`, `VariableExpr`, `SortOrder`, `OptId`, `OptName`, `OptDate`) VALUES +('上一收盘日中债估值净价', 2, 1, '元', '≥ 0', '资讯数据', 'market.CBValuationNetPrice', 201, 0, 'SYSTEM', NOW()), +('上一收盘日中债估值全价', 2, 1, '元', '≥ 0', '资讯数据', 'market.CBValuationFullPrice', 202, 0, 'SYSTEM', NOW()), +('上一收盘日中债估值收益率', 2, 1, '%', NULL, '资讯数据', 'market.CBValuationYtm', 203, 0, 'SYSTEM', NOW()), +('上一日收盘价', 2, 1, '元', '≥ 0', '行情数据，按标的区分', 'market.LastClosePrice', 204, 0, 'SYSTEM', NOW()), +('借贷加权费率', 2, 1, '%', NULL, 'CMDM 标的债券借贷费率行情表', 'market.BondLendingRate', 205, 0, 'SYSTEM', NOW()), +('FR007', 2, 1, '%', NULL, '上一交易日收盘价', 'market.FR007', 206, 0, 'SYSTEM', NOW()), +('当前日期', 2, 2, NULL, NULL, 'DateTime.Today', 'sys.CurrentDate', 207, 0, 'SYSTEM', NOW()), +('挂钩标的到期日', 2, 2, NULL, NULL, '资讯数据', 'market.UnderlyingMaturityDate', 208, 0, 'SYSTEM', NOW()), +('标的发行余额', 2, 1, '元', '≥ 0', '资讯数据', 'market.UnderlyingIssueBalance', 209, 0, 'SYSTEM', NOW()); + +-- 4.4.3 系统计算值类（Category=3） +INSERT INTO `glms_risk_variable` (`VariableName`, `Category`, `DataType`, `Unit`, `ValueDomain`, `Description`, `VariableExpr`, `SortOrder`, `OptId`, `OptName`, `OptDate`) VALUES +('挂钩标的集中度', 3, 1, '%', '0~100', '同一标的存续交易总名义本金 ÷ 标的发行余额 × 100', 'calc.UnderlyingConcentration', 301, 0, 'SYSTEM', NOW()), +('授信占用率', 3, 1, '%', '0~100', '(已占用授信 + 本笔授信占用) ÷ 授信总额 × 100', 'calc.CreditUsageRate', 302, 0, 'SYSTEM', NOW()), +('合约期限', 3, 1, '天', '≥ 0', '(ExerciseDate - StartDate).Days', 'calc.MaturityDays', 303, 0, 'SYSTEM', NOW()), +('Delta', 3, 1, NULL, NULL, 'realtime_trade_risk.Delta（预留接口，一期不纳入）', 'realtime_trade_risk.Delta', 304, 0, 'SYSTEM', NOW()), +('Gamma', 3, 1, NULL, NULL, 'realtime_trade_risk.Gamma（预留接口，一期不纳入）', 'realtime_trade_risk.Gamma', 305, 0, 'SYSTEM', NOW()), +('Vega', 3, 1, NULL, NULL, 'realtime_trade_risk.Vega（预留接口，一期不纳入）', 'realtime_trade_risk.Vega', 306, 0, 'SYSTEM', NOW()), +('Theta', 3, 1, NULL, NULL, 'realtime_trade_risk.Theta（预留接口，一期不纳入）', 'realtime_trade_risk.Theta', 307, 0, 'SYSTEM', NOW()), +('利息端利率', 3, 1, '%', NULL, '固定利率 或 FR007 ± 加点', 'calc.InterestRate', 308, 0, 'SYSTEM', NOW()), +('对手方累计标的数量', 3, 1, '个', '≥ 0', 'COUNT(DISTINCT UnderlyingId) 该对手方所有存续交易，含本笔', 'calc.CounterpartyUnderlyingCount', 309, 0, 'SYSTEM', NOW()), +('同一标的累计名义本金', 3, 1, '元', '≥ 0', 'SUM(该标的所有存续交易的 StockEqvNotional)，含本笔', 'calc.SameUnderlyingTotalNotional', 310, 0, 'SYSTEM', NOW()), +('同一客户累计名义本金', 3, 1, '元', '≥ 0', 'SUM(该客户所有存续交易的 StockEqvNotional)，含本笔', 'calc.SameClientTotalNotional', 311, 0, 'SYSTEM', NOW()), +('总持仓名义本金', 3, 1, '元', '≥ 0', 'SUM(所有存续交易的 StockEqvNotional)', 'calc.TotalPositionNotional', 312, 0, 'SYSTEM', NOW()); + +-- 4.4.4 布尔判断类（Category=4） +INSERT INTO `glms_risk_variable` (`VariableName`, `Category`, `DataType`, `Unit`, `ValueDomain`, `Description`, `VariableExpr`, `SortOrder`, `OptId`, `OptName`, `OptDate`) VALUES +('到期日是否银行间交易日', 4, 3, NULL, NULL, '查询银行间交易日历', 'calc.IsExerciseDateTradingDay', 401, 0, 'SYSTEM', NOW()), +('平仓日是否银行间交易日', 4, 3, NULL, NULL, '查询银行间交易日历', 'calc.IsUnwindDateTradingDay', 402, 0, 'SYSTEM', NOW()), +('支付日是否银行间交易日', 4, 3, NULL, NULL, '查询银行间交易日历', 'calc.IsSettlementDateTradingDay', 403, 0, 'SYSTEM', NOW()), +('利息端/浮动端方向是否同向', 4, 3, NULL, NULL, '利息端"收取"↔浮动端"多头"，利息端"支付"↔浮动端"空头"', 'calc.IsInterestFloatSameDirection', 404, 0, 'SYSTEM', NOW()), +('关键业务要素是否一致', 4, 3, NULL, NULL, '交易确认书 vs 簿记要素（大模型方案）', 'calc.IsKeyElementsConsistent', 405, 0, 'SYSTEM', NOW()), +('多空方向为多头', 4, 3, NULL, NULL, 'trade.BuySell == "买入" 或浮动端为多头', 'calc.IsLongDirection', 406, 0, 'SYSTEM', NOW()), +('多空方向为空头', 4, 3, NULL, NULL, '与多头互斥', 'calc.IsShortDirection', 407, 0, 'SYSTEM', NOW()), +('保证金收支方向为支付', 4, 3, NULL, NULL, '保证金方向为支付', 'calc.IsMarginPay', 408, 0, 'SYSTEM', NOW()), +('保证金收支方向为收取', 4, 3, NULL, NULL, '与支付互斥', 'calc.IsMarginReceive', 409, 0, 'SYSTEM', NOW()); diff --git a/YLErpDAL/DataBase/YLContext.cs b/YLErpDAL/DataBase/YLContext.cs index b6ed6e6d..ce383a6d 100644 --- a/YLErpDAL/DataBase/YLContext.cs +++ b/YLErpDAL/DataBase/YLContext.cs @@ -1,4 +1,4 @@ -using BaseOUDAL; +using BaseOUDAL; using YLErp.Core.DBModels; using YLErp.Model; @@ -408,5 +408,10 @@ namespace YLErp.BLL public DbSet tradeContractOaResult { get; set; } public DbSet bondPayment { get; set; } + public DbSet glms_risk_rule { get; set; } + public DbSet glms_risk_rule_application { get; set; } + public DbSet glms_risk_rule_audit_log { get; set; } + public DbSet glms_risk_variable { get; set; } + } } \ No newline at end of file diff --git a/YLErpDAL/Modules/RiskEngine/Compile/RuleCompiler.cs b/YLErpDAL/Modules/RiskEngine/Compile/RuleCompiler.cs index b2e2a8ce..5f003ff1 100644 --- a/YLErpDAL/Modules/RiskEngine/Compile/RuleCompiler.cs +++ b/YLErpDAL/Modules/RiskEngine/Compile/RuleCompiler.cs @@ -32,7 +32,7 @@ namespace YLErp.Modules.RiskEngine /// - 可调试：生成的脚本代码可直接阅读和理解 /// /// 示例： - /// FormulaJson: { "conditions": [{"variableCode":"trade.StockEqvNotional","operator":">","value":100000000}] } + /// ConditionJson: { "conditions": [{"variableId":1,"operator":">","value":100000000}] } /// 生成脚本：Convert.ToDecimal(((YLErp.DBModels.trade)DataMap["trade"]).StockEqvNotional) > 100000000m /// 编译结果：Func<RiskContext, bool>（内部通过 Roslyn 编译缓存） /// @@ -104,10 +104,10 @@ namespace YLErp.Modules.RiskEngine if (string.IsNullOrWhiteSpace(rule.RuleCode)) { - return RuleCompileResult.Fail("规则 RuleCode 不能为空"); + return RuleCompileResult.Fail("规则 Code 不能为空"); } - var result = ValidateAndCompileFormula(rule.FormulaExp); + var result = ValidateAndCompileFormula(rule.RuleExpr); if (!result.Success) { return RuleCompileResult.Fail($"规则[{rule.RuleCode}]编译失败：{result.ErrorMessage}"); @@ -119,67 +119,81 @@ namespace YLErp.Modules.RiskEngine } /// - /// 解析 FormulaJson，提取条件列表。 - /// 要求 expression 明确描述实际取值路径 + /// 解析 ConditionJson，提取条件列表 /// - private static List<(string variableCode, string expression, string op, object value, string variableType)> ParseFormulaJson(string formulaJson) + private static List<(long variableId, string op, object value, string variableType)> ParseConditionJson(string conditionJson) { - var result = new List<(string, string, string, object, string)>(); - var jObj = JObject.Parse(formulaJson); + var result = new List<(long, string, object, string)>(); + var jObj = JObject.Parse(conditionJson); var conditions = jObj["conditions"] as JArray; if (conditions == null || !conditions.Any()) { - throw new ArgumentException("FormulaJson 中缺少 conditions"); + throw new ArgumentException("ConditionJson 中缺少 conditions"); } foreach (var cond in conditions) { - string variableCode = cond["variableCode"]?.Value(); - string expression = cond["expression"]?.Value(); + long variableId = cond["variableId"]?.Value() ?? 0; string op = cond["operator"]?.Value(); object value = cond["value"]?.Value(); string variableType = cond["variableType"]?.Value() ?? "numeric"; - if (string.IsNullOrWhiteSpace(expression) || string.IsNullOrWhiteSpace(op)) + if (variableId <= 0 || string.IsNullOrWhiteSpace(op)) { - throw new ArgumentException("条件中缺少 expression 或 operator"); + throw new ArgumentException("条件中缺少 variableId 或 operator"); } - result.Add((variableCode, expression, op, value, variableType)); + result.Add((variableId, op, value, variableType)); } return result; } /// - /// 根据条件列表生成 Roslyn C# 脚本代码。 - /// 多条件自动用 &&（AND）连接。 - /// 左值表达式统一基于 expression 构建。 + /// 根据条件列表生成 Roslyn C# 脚本代码 + /// 多条件自动用 &&（AND）连接 + /// TODO: 当前逻辑依赖 variableCode 的 "前缀.属性名" 格式， + /// 后续应改为通过 variableId 查变量池获取 VariableExpr，或直接使用 rule.RuleExpr /// - private static string BuildScriptCode(List<(string variableCode, string expression, string op, object value, string variableType)> conditions) - { - var exprParts = new List(); + //private static string BuildScriptCode(List<(long variableId, string op, object value, string variableType)> conditions) + //{ + // var exprParts = new List(); - foreach (var (_, expression, op, value, variableType) in conditions) - { - // 先根据 expression 构建左值访问表达式，再拼接比较符和右值字面量 - string leftExpr = BuildMemberAccessExpression(expression, variableType); + // foreach (var (variableId, op, value, variableType) in conditions) + // { + // // TODO: 通过 variableId 查变量池获取 VariableExpr（如 "trade.StockEqvNotional"） + // // 当前暂用 variableId.ToString() 占位，后续接入变量池查询 + // string variableExpr = variableId.ToString(); - // 格式化阈值 - string valueLiteral = FormatValueLiteral(value, variableType); + // // 解析 variableExpr：前缀.属性名 + // var parts = variableExpr.Split('.'); + // if (parts.Length != 2) + // { + // throw new ArgumentException($"variableExpr 格式不正确：{variableExpr}（variableId={variableId}）"); + // } - // 格式化操作符 - string csharpOp = FormatOperator(op); + // string prefix = parts[0].Trim().ToLower(); + // string propertyName = parts[1].Trim(); - // 生成单条件表达式 - string expr = $"{leftExpr} {csharpOp} {valueLiteral}"; - exprParts.Add(expr); - } + // if (!VariableTypeMap.TryGetValue(prefix, out string typeFullName)) + // { + // throw new ArgumentException($"未知前缀：{prefix}"); + // } + // // 格式化阈值 + // string valueLiteral = FormatValueLiteral(value, variableType); - // 多条件用 && 连接 - return string.Join(" && ", exprParts); - } + // // 格式化操作符 + // string csharpOp = FormatOperator(op); + + // // 生成单条件表达式 + // string expr = $"{leftExpr} {csharpOp} {valueLiteral}"; + // exprParts.Add(expr); + // } + + // // 多条件用 && 连接 + // return string.Join(" && ", exprParts); + //} /// /// 将前端传入的 expression 转成 Roslyn 可执行的成员访问表达式。 diff --git a/YLErpDAL/Modules/RiskEngine/Dto/BatchOperationResult.cs b/YLErpDAL/Modules/RiskEngine/Dto/BatchOperationResult.cs new file mode 100644 index 00000000..0aed2a39 --- /dev/null +++ b/YLErpDAL/Modules/RiskEngine/Dto/BatchOperationResult.cs @@ -0,0 +1,10 @@ +namespace YLErp.Modules.RiskEngine.Dto +{ + public class BatchOperationResult + { + public bool Success { get; set; } + public int TotalCount { get; set; } + public int SuccessCount { get; set; } + public string ErrorMessage { get; set; } + } +} diff --git a/YLErpDAL/Modules/RiskEngine/Dto/CreateRiskApplicationReq.cs b/YLErpDAL/Modules/RiskEngine/Dto/CreateRiskApplicationReq.cs new file mode 100644 index 00000000..f50d4f36 --- /dev/null +++ b/YLErpDAL/Modules/RiskEngine/Dto/CreateRiskApplicationReq.cs @@ -0,0 +1,16 @@ +using YLErp.DBModels; + +namespace YLErp.Modules.RiskEngine.Dto +{ + public class CreateRiskApplicationReq + { + public string RuleIds { get; set; } + public RiskControlStrategy ControlStrategy { get; set; } + public string TriggerPoints { get; set; } + public string ScopeAssetBookIds { get; set; } + public string ScopeClientIds { get; set; } + public string ScopeUnderlyingTypes { get; set; } + public string ScopeTradeTypes { get; set; } + public bool ScopeIsGlobal { get; set; } + } +} diff --git a/YLErpDAL/Modules/RiskEngine/Dto/CreateRiskRuleReq.cs b/YLErpDAL/Modules/RiskEngine/Dto/CreateRiskRuleReq.cs new file mode 100644 index 00000000..a6d69dda --- /dev/null +++ b/YLErpDAL/Modules/RiskEngine/Dto/CreateRiskRuleReq.cs @@ -0,0 +1,10 @@ +namespace YLErp.Modules.RiskEngine.Dto +{ + public class CreateRiskRuleReq + { + public string RuleName { get; set; } + public string RuleText { get; set; } + public string ConditionJson { get; set; } + public string RuleExpr { get; set; } + } +} diff --git a/YLErpDAL/Modules/RiskEngine/Dto/CreateRiskVariableReq.cs b/YLErpDAL/Modules/RiskEngine/Dto/CreateRiskVariableReq.cs new file mode 100644 index 00000000..707db27b --- /dev/null +++ b/YLErpDAL/Modules/RiskEngine/Dto/CreateRiskVariableReq.cs @@ -0,0 +1,16 @@ +using YLErp.DBModels; + +namespace YLErp.Modules.RiskEngine.Dto +{ + public class CreateRiskVariableReq + { + public string VariableName { get; set; } + public RiskVariableCategory Category { get; set; } + public RiskVariableDataType DataType { get; set; } + public string Unit { get; set; } + public string ValueDomain { get; set; } + public string Description { get; set; } + public string VariableExpr { get; set; } + public int SortOrder { get; set; } + } +} diff --git a/YLErpDAL/Modules/RiskEngine/Dto/FormulaCondition.cs b/YLErpDAL/Modules/RiskEngine/Dto/FormulaCondition.cs new file mode 100644 index 00000000..5f313d70 --- /dev/null +++ b/YLErpDAL/Modules/RiskEngine/Dto/FormulaCondition.cs @@ -0,0 +1,15 @@ +namespace YLErp.Modules.RiskEngine.Dto +{ + public class FormulaCondition + { + public long VariableId { get; set; } + public string VariableName { get; set; } + public string VariableType { get; set; } + public string Operator { get; set; } + public string ThresholdType { get; set; } + public object Value { get; set; } + public long? ThresholdVariableId { get; set; } + public string ThresholdVariableName { get; set; } + public string Unit { get; set; } + } +} diff --git a/YLErpDAL/Modules/RiskEngine/Dto/FormulaDefinition.cs b/YLErpDAL/Modules/RiskEngine/Dto/FormulaDefinition.cs new file mode 100644 index 00000000..cd85d0d7 --- /dev/null +++ b/YLErpDAL/Modules/RiskEngine/Dto/FormulaDefinition.cs @@ -0,0 +1,10 @@ +using System.Collections.Generic; + +namespace YLErp.Modules.RiskEngine.Dto +{ + public class FormulaDefinition + { + public string LogicOperator { get; set; } + public List Conditions { get; set; } + } +} diff --git a/YLErpDAL/Modules/RiskEngine/Dto/QueryRiskApplicationReq.cs b/YLErpDAL/Modules/RiskEngine/Dto/QueryRiskApplicationReq.cs new file mode 100644 index 00000000..f195ee7c --- /dev/null +++ b/YLErpDAL/Modules/RiskEngine/Dto/QueryRiskApplicationReq.cs @@ -0,0 +1,13 @@ +using BaseOUDAL; +using YLErp.DBModels; + +namespace YLErp.Modules.RiskEngine.Dto +{ + public class QueryRiskApplicationReq : BaseSearchReq + { + public string Keyword { get; set; } + public RiskRuleStatus? Status { get; set; } + public RiskControlStrategy? Strategy { get; set; } + public string TriggerPoint { get; set; } + } +} diff --git a/YLErpDAL/Modules/RiskEngine/Dto/QueryRiskAuditLogReq.cs b/YLErpDAL/Modules/RiskEngine/Dto/QueryRiskAuditLogReq.cs new file mode 100644 index 00000000..690712fa --- /dev/null +++ b/YLErpDAL/Modules/RiskEngine/Dto/QueryRiskAuditLogReq.cs @@ -0,0 +1,14 @@ +using System; +using BaseOUDAL; + +namespace YLErp.Modules.RiskEngine.Dto +{ + public class QueryRiskAuditLogReq : BaseSearchReq + { + public string OperationType { get; set; } + public string TargetType { get; set; } + public DateTime? StartDate { get; set; } + public DateTime? EndDate { get; set; } + public string Keyword { get; set; } + } +} diff --git a/YLErpDAL/Modules/RiskEngine/Dto/QueryRiskRuleReq.cs b/YLErpDAL/Modules/RiskEngine/Dto/QueryRiskRuleReq.cs new file mode 100644 index 00000000..df7e1300 --- /dev/null +++ b/YLErpDAL/Modules/RiskEngine/Dto/QueryRiskRuleReq.cs @@ -0,0 +1,12 @@ +using BaseOUDAL; +using YLErp.DBModels; + +namespace YLErp.Modules.RiskEngine.Dto +{ + public class QueryRiskRuleReq : BaseSearchReq + { + public string Keyword { get; set; } + public RiskRuleStatus? Status { get; set; } + public long? VariableId { get; set; } + } +} diff --git a/YLErpDAL/Modules/RiskEngine/Dto/QueryRiskVariableReq.cs b/YLErpDAL/Modules/RiskEngine/Dto/QueryRiskVariableReq.cs new file mode 100644 index 00000000..cc9dc45a --- /dev/null +++ b/YLErpDAL/Modules/RiskEngine/Dto/QueryRiskVariableReq.cs @@ -0,0 +1,11 @@ +using BaseOUDAL; +using YLErp.DBModels; + +namespace YLErp.Modules.RiskEngine.Dto +{ + public class QueryRiskVariableReq : BaseSearchReq + { + public RiskVariableCategory? Category { get; set; } + public string Keyword { get; set; } + } +} diff --git a/YLErpDAL/Modules/RiskEngine/Dto/RiskApplicationDetail.cs b/YLErpDAL/Modules/RiskEngine/Dto/RiskApplicationDetail.cs new file mode 100644 index 00000000..fd9f4d77 --- /dev/null +++ b/YLErpDAL/Modules/RiskEngine/Dto/RiskApplicationDetail.cs @@ -0,0 +1,27 @@ +using System; +using YLErp.DBModels; + +namespace YLErp.Modules.RiskEngine.Dto +{ + public class RiskApplicationDetail + { + public long Id { get; set; } + public string RuleIds { get; set; } + public string RuleName { get; set; } + public string ConditionJson { get; set; } + public string RuleNames { get; set; } + public RiskRuleStatus Status { get; set; } + public RiskControlStrategy ControlStrategy { get; set; } + public string TriggerPoints { get; set; } + public string ScopeAssetBookIds { get; set; } + public string ScopeClientIds { get; set; } + public string ScopeUnderlyingTypes { get; set; } + public string ScopeTradeTypes { get; set; } + public bool ScopeIsGlobal { get; set; } + public int Version { get; set; } + public string OptName { get; set; } + public DateTime OptDate { get; set; } + public string UpdateOptName { get; set; } + public DateTime UpdateDate { get; set; } + } +} diff --git a/YLErpDAL/Modules/RiskEngine/Dto/RiskApplicationListItem.cs b/YLErpDAL/Modules/RiskEngine/Dto/RiskApplicationListItem.cs new file mode 100644 index 00000000..25bb7f2e --- /dev/null +++ b/YLErpDAL/Modules/RiskEngine/Dto/RiskApplicationListItem.cs @@ -0,0 +1,26 @@ +using System; +using YLErp.DBModels; + +namespace YLErp.Modules.RiskEngine.Dto +{ + public class RiskApplicationListItem + { + public long Id { get; set; } + public string RuleIds { get; set; } + public string RuleName { get; set; } + public string RuleNames { get; set; } + public RiskRuleStatus Status { get; set; } + public RiskControlStrategy ControlStrategy { get; set; } + public string TriggerPoints { get; set; } + public string ScopeAssetBookIds { get; set; } + public string ScopeClientIds { get; set; } + public string ScopeUnderlyingTypes { get; set; } + public string ScopeTradeTypes { get; set; } + public bool ScopeIsGlobal { get; set; } + public int Version { get; set; } + public string OptName { get; set; } + public DateTime OptDate { get; set; } + public string UpdateOptName { get; set; } + public DateTime UpdateDate { get; set; } + } +} diff --git a/YLErpDAL/Modules/RiskEngine/Dto/RiskAuditLogDetail.cs b/YLErpDAL/Modules/RiskEngine/Dto/RiskAuditLogDetail.cs new file mode 100644 index 00000000..a4f52acf --- /dev/null +++ b/YLErpDAL/Modules/RiskEngine/Dto/RiskAuditLogDetail.cs @@ -0,0 +1,19 @@ +using System; + +namespace YLErp.Modules.RiskEngine.Dto +{ + public class RiskAuditLogDetail + { + public long Id { get; set; } + public string OperationType { get; set; } + public string TargetType { get; set; } + public long TargetId { get; set; } + public string TargetName { get; set; } + public string OperationDetail { get; set; } + public string Result { get; set; } + public string SnapshotData { get; set; } + public long OptId { get; set; } + public string OptName { get; set; } + public DateTime OptDate { get; set; } + } +} diff --git a/YLErpDAL/Modules/RiskEngine/Dto/RiskAuditLogListItem.cs b/YLErpDAL/Modules/RiskEngine/Dto/RiskAuditLogListItem.cs new file mode 100644 index 00000000..487f5f3f --- /dev/null +++ b/YLErpDAL/Modules/RiskEngine/Dto/RiskAuditLogListItem.cs @@ -0,0 +1,17 @@ +using System; + +namespace YLErp.Modules.RiskEngine.Dto +{ + public class RiskAuditLogListItem + { + public long Id { get; set; } + public string OperationType { get; set; } + public string TargetType { get; set; } + public long TargetId { get; set; } + public string TargetName { get; set; } + public string OperationDetail { get; set; } + public string Result { get; set; } + public string OptName { get; set; } + public DateTime OptDate { get; set; } + } +} diff --git a/YLErpDAL/Modules/RiskEngine/Dto/RiskRuleApplicationSummary.cs b/YLErpDAL/Modules/RiskEngine/Dto/RiskRuleApplicationSummary.cs new file mode 100644 index 00000000..23c6e0e2 --- /dev/null +++ b/YLErpDAL/Modules/RiskEngine/Dto/RiskRuleApplicationSummary.cs @@ -0,0 +1,12 @@ +using YLErp.DBModels; + +namespace YLErp.Modules.RiskEngine.Dto +{ + public class RiskRuleApplicationSummary + { + public long Id { get; set; } + public RiskRuleStatus Status { get; set; } + public RiskControlStrategy ControlStrategy { get; set; } + public string TriggerPoints { get; set; } + } +} diff --git a/YLErpDAL/Modules/RiskEngine/Dto/RiskRuleDetail.cs b/YLErpDAL/Modules/RiskEngine/Dto/RiskRuleDetail.cs new file mode 100644 index 00000000..6abe752d --- /dev/null +++ b/YLErpDAL/Modules/RiskEngine/Dto/RiskRuleDetail.cs @@ -0,0 +1,22 @@ +using System; +using System.Collections.Generic; +using YLErp.DBModels; + +namespace YLErp.Modules.RiskEngine.Dto +{ + public class RiskRuleDetail + { + public long Id { get; set; } + public string RuleName { get; set; } + public string RuleText { get; set; } + public string ConditionJson { get; set; } + public string RuleExpr { get; set; } + public RiskRuleStatus Status { get; set; } + public int Version { get; set; } + public string OptName { get; set; } + public DateTime OptDate { get; set; } + public string UpdateOptName { get; set; } + public DateTime UpdateDate { get; set; } + public List Applications { get; set; } + } +} diff --git a/YLErpDAL/Modules/RiskEngine/Dto/RiskRuleListItem.cs b/YLErpDAL/Modules/RiskEngine/Dto/RiskRuleListItem.cs new file mode 100644 index 00000000..ec0c3610 --- /dev/null +++ b/YLErpDAL/Modules/RiskEngine/Dto/RiskRuleListItem.cs @@ -0,0 +1,19 @@ +using System; +using YLErp.DBModels; + +namespace YLErp.Modules.RiskEngine.Dto +{ + public class RiskRuleListItem + { + public long Id { get; set; } + public string RuleName { get; set; } + public string RuleText { get; set; } + public RiskRuleStatus Status { get; set; } + public int Version { get; set; } + public string OptName { get; set; } + public DateTime OptDate { get; set; } + public string UpdateOptName { get; set; } + public DateTime UpdateDate { get; set; } + public int ApplicationCount { get; set; } + } +} diff --git a/YLErpDAL/Modules/RiskEngine/Dto/RiskRuleVersionItem.cs b/YLErpDAL/Modules/RiskEngine/Dto/RiskRuleVersionItem.cs new file mode 100644 index 00000000..b0842d6e --- /dev/null +++ b/YLErpDAL/Modules/RiskEngine/Dto/RiskRuleVersionItem.cs @@ -0,0 +1,13 @@ +using System; + +namespace YLErp.Modules.RiskEngine.Dto +{ + public class RiskRuleVersionItem + { + public int Version { get; set; } + public string OperationType { get; set; } + public string OperationDetail { get; set; } + public string OptName { get; set; } + public DateTime OptDate { get; set; } + } +} diff --git a/YLErpDAL/Modules/RiskEngine/Dto/RiskVariableDetail.cs b/YLErpDAL/Modules/RiskEngine/Dto/RiskVariableDetail.cs new file mode 100644 index 00000000..bbadd4ce --- /dev/null +++ b/YLErpDAL/Modules/RiskEngine/Dto/RiskVariableDetail.cs @@ -0,0 +1,24 @@ +using System; +using YLErp.DBModels; + +namespace YLErp.Modules.RiskEngine.Dto +{ + public class RiskVariableDetail + { + public long Id { get; set; } + public string VariableName { get; set; } + public RiskVariableCategory Category { get; set; } + public RiskVariableDataType DataType { get; set; } + public string Unit { get; set; } + public string ValueDomain { get; set; } + public string Description { get; set; } + public string VariableExpr { get; set; } + public int Version { get; set; } + public int SortOrder { get; set; } + public string OptName { get; set; } + public DateTime OptDate { get; set; } + public string UpdateOptName { get; set; } + public DateTime UpdateDate { get; set; } + public int ReferenceCount { get; set; } + } +} diff --git a/YLErpDAL/Modules/RiskEngine/Dto/RiskVariableListItem.cs b/YLErpDAL/Modules/RiskEngine/Dto/RiskVariableListItem.cs new file mode 100644 index 00000000..c4ddf647 --- /dev/null +++ b/YLErpDAL/Modules/RiskEngine/Dto/RiskVariableListItem.cs @@ -0,0 +1,18 @@ +using YLErp.DBModels; + +namespace YLErp.Modules.RiskEngine.Dto +{ + public class RiskVariableListItem + { + public long Id { get; set; } + public string VariableName { get; set; } + public RiskVariableCategory Category { get; set; } + public RiskVariableDataType DataType { get; set; } + public string Unit { get; set; } + public string ValueDomain { get; set; } + public string Description { get; set; } + public string VariableExpr { get; set; } + public int Version { get; set; } + public int SortOrder { get; set; } + } +} diff --git a/YLErpDAL/Modules/RiskEngine/Dto/RiskVariableSimpleItem.cs b/YLErpDAL/Modules/RiskEngine/Dto/RiskVariableSimpleItem.cs new file mode 100644 index 00000000..8585564d --- /dev/null +++ b/YLErpDAL/Modules/RiskEngine/Dto/RiskVariableSimpleItem.cs @@ -0,0 +1,14 @@ +using YLErp.DBModels; + +namespace YLErp.Modules.RiskEngine.Dto +{ + public class RiskVariableSimpleItem + { + public long Id { get; set; } + public string VariableName { get; set; } + public RiskVariableCategory Category { get; set; } + public RiskVariableDataType DataType { get; set; } + public string Unit { get; set; } + public string VariableExpr { get; set; } + } +} diff --git a/YLErpDAL/Modules/RiskEngine/Dto/UpdateRiskApplicationReq.cs b/YLErpDAL/Modules/RiskEngine/Dto/UpdateRiskApplicationReq.cs new file mode 100644 index 00000000..73cafe4f --- /dev/null +++ b/YLErpDAL/Modules/RiskEngine/Dto/UpdateRiskApplicationReq.cs @@ -0,0 +1,17 @@ +using YLErp.DBModels; + +namespace YLErp.Modules.RiskEngine.Dto +{ + public class UpdateRiskApplicationReq + { + public string RuleIds { get; set; } + public RiskControlStrategy ControlStrategy { get; set; } + public string TriggerPoints { get; set; } + public string ScopeAssetBookIds { get; set; } + public string ScopeClientIds { get; set; } + public string ScopeUnderlyingTypes { get; set; } + public string ScopeTradeTypes { get; set; } + public bool ScopeIsGlobal { get; set; } + public int ExpectedVersion { get; set; } + } +} diff --git a/YLErpDAL/Modules/RiskEngine/Dto/UpdateRiskRuleReq.cs b/YLErpDAL/Modules/RiskEngine/Dto/UpdateRiskRuleReq.cs new file mode 100644 index 00000000..466286c8 --- /dev/null +++ b/YLErpDAL/Modules/RiskEngine/Dto/UpdateRiskRuleReq.cs @@ -0,0 +1,11 @@ +namespace YLErp.Modules.RiskEngine.Dto +{ + public class UpdateRiskRuleReq + { + public string RuleName { get; set; } + public string RuleText { get; set; } + public string ConditionJson { get; set; } + public string RuleExpr { get; set; } + public int ExpectedVersion { get; set; } + } +} diff --git a/YLErpDAL/Modules/RiskEngine/Dto/UpdateRiskVariableReq.cs b/YLErpDAL/Modules/RiskEngine/Dto/UpdateRiskVariableReq.cs new file mode 100644 index 00000000..1c19502b --- /dev/null +++ b/YLErpDAL/Modules/RiskEngine/Dto/UpdateRiskVariableReq.cs @@ -0,0 +1,17 @@ +using YLErp.DBModels; + +namespace YLErp.Modules.RiskEngine.Dto +{ + public class UpdateRiskVariableReq + { + public string VariableName { get; set; } + public RiskVariableCategory Category { get; set; } + public RiskVariableDataType DataType { get; set; } + public string Unit { get; set; } + public string ValueDomain { get; set; } + public string Description { get; set; } + public string VariableExpr { get; set; } + public int SortOrder { get; set; } + public int ExpectedVersion { get; set; } + } +} diff --git a/YLErpDAL/Modules/RiskEngine/RiskEngineService.cs b/YLErpDAL/Modules/RiskEngine/RiskEngineService.cs index 154a6a73..2fca3643 100644 --- a/YLErpDAL/Modules/RiskEngine/RiskEngineService.cs +++ b/YLErpDAL/Modules/RiskEngine/RiskEngineService.cs @@ -117,6 +117,15 @@ namespace YLErp.Modules.RiskEngine { IYcLogger _logger = LogFactory.GetLogger("RiskEngineService"); + private static readonly Lazy _instance = + new Lazy(() => new RiskEngineService()); + + public static RiskEngineService GetInstance() => _instance.Value; + + private RiskEngineService() : base((OptUserInfo)null) + { + } + public RiskEngineService(OptUserInfo userInfo) : base(userInfo) { } @@ -129,6 +138,11 @@ namespace YLErp.Modules.RiskEngine { } + public void RefreshCache() + { + _logger.Info("[风控引擎] RefreshCache 被调用（当前为桩实现，待缓存机制完成后替换）"); + } + /// /// 执行风控检查（最终设计版：预编译委托 + 规则筛选 + 策略判定） /// @@ -224,13 +238,13 @@ namespace YLErp.Modules.RiskEngine try { triggered = compiledScript(context); - _logger.Info($"[风控引擎] 规则执行 - RuleCode: {rule.RuleCode}, Triggered: {triggered}"); + _logger.Info($"[风控引擎] 规则执行 - RuleId: {rule.Id}, Triggered: {triggered}"); } catch (Exception ex) { - _logger.Info($"[风控引擎] 规则执行异常 - RuleCode: {rule.RuleCode}, Error: {ex.Message}"); + _logger.Info($"[风控引擎] 规则执行异常 - RuleId: {rule.Id}, Error: {ex.Message}"); result.HasError = true; - result.ErrorMessage += $"规则[{rule.RuleCode}]执行异常：{ex.Message}；"; + result.ErrorMessage += $"规则[{rule.Id}]执行异常：{ex.Message}；"; continue; } @@ -248,10 +262,9 @@ namespace YLErp.Modules.RiskEngine result.Passed = false; result.TriggeredRules.Add(new TriggeredRuleInfo { - RuleCode = rule.RuleCode, RuleName = rule.RuleName, ControlStrategy = "禁止", - FormulaText = rule.FormulaText, + RuleText = rule.RuleText, Message = $"规则[{rule.RuleName}]触发：禁止" }); break; @@ -261,16 +274,15 @@ namespace YLErp.Modules.RiskEngine result.Passed = false; result.TriggeredRules.Add(new TriggeredRuleInfo { - RuleCode = rule.RuleCode, RuleName = rule.RuleName, ControlStrategy = "审批", - FormulaText = rule.FormulaText, + RuleText = rule.RuleText, Message = $"规则[{rule.RuleName}]触发：需审批" }); break; case RiskControlStrategyEnum.Warning: - result.Warnings.Add($"规则[{rule.RuleName}]触发：提示 - {rule.FormulaText}"); + result.Warnings.Add($"规则[{rule.RuleName}]触发：提示 - {rule.RuleText}"); break; default: @@ -303,7 +315,7 @@ namespace YLErp.Modules.RiskEngine RuleCode = "ENGINE_ERROR", RuleName = "风控引擎执行异常", ControlStrategy = "审批", - FormulaText = ex.Message, + RuleText = ex.Message, Message = $"风控引擎异常：{ex.Message}，需审批通过" }); _logger.Error($"[风控引擎] EvaluateRisk 异常 - TradeId: {context?.TradeId}, Error: {ex.Message}"); @@ -326,13 +338,12 @@ namespace YLErp.Modules.RiskEngine var Rule1 = new RiskRule { Id = 103, - RuleCode = "RISK-20260622-0003", RuleName = "测试规则：名义本金超过1亿", - FormulaText = "名义本金>1亿", + RuleText = "名义本金>1亿", // FormulaJson = "{ \"conditions\": [" + // "{\"variableCode\":\"StockEqvNotional\",\"expression\":\"trade.StockEqvNotional\",\"operator\":\">\",\"value\":100000000,\"variableType\":\"number\"}" + // "] }", - FormulaExp = "Convert.ToDecimal(((YLErp.DBModels.trade)DataMap[\"trade\"]).StockEqvNotional) > 100000000m", + RuleExpr = "Convert.ToDecimal(((YLErp.DBModels.trade)DataMap[\"trade\"]).StockEqvNotional) > 100000000m", Version = 1 }; @@ -342,9 +353,9 @@ namespace YLErp.Modules.RiskEngine Id = 104, RuleCode = "RISK-20260623-0004", RuleName = "挂钩标的到期日小于合约到期日", - FormulaText = "挂钩标的到期日<合约到期日", + RuleText = "挂钩标的到期日<合约到期日", //FormulaJson = "{ \"conditions\": [{\"variableCode\":\"MaturityDate\",\"expression\":\"trade.MaturityDate\",\"operator\":\"<\",\"value\":\"trade.ExerciseDate\",\"variableType\":\"date\"}] }", - FormulaExp = "((YLErp.DBModels.trade)DataMap[\"trade\"]).MaturityDate < ((YLErp.DBModels.trade)DataMap[\"trade\"]).ExerciseDate", + RuleExpr = "((YLErp.DBModels.trade)DataMap[\"trade\"]).MaturityDate < ((YLErp.DBModels.trade)DataMap[\"trade\"]).ExerciseDate", Version = 1 }; diff --git a/YLErpDAL/Modules/RiskEngine/RiskResult.cs b/YLErpDAL/Modules/RiskEngine/RiskResult.cs index 3c8b5bfe..92b5119d 100644 --- a/YLErpDAL/Modules/RiskEngine/RiskResult.cs +++ b/YLErpDAL/Modules/RiskEngine/RiskResult.cs @@ -51,7 +51,7 @@ namespace YLErp.Modules.RiskEngine public string RuleCode { get; set; } public string RuleName { get; set; } public string ControlStrategy { get; set; } - public string FormulaText { get; set; } + public string RuleText { get; set; } public string Message { get; set; } } } diff --git a/YLErpDAL/Modules/RiskEngine/RiskRule.cs b/YLErpDAL/Modules/RiskEngine/RiskRule.cs index 359b4fdd..b01c9f1a 100644 --- a/YLErpDAL/Modules/RiskEngine/RiskRule.cs +++ b/YLErpDAL/Modules/RiskEngine/RiskRule.cs @@ -11,26 +11,22 @@ namespace YLErp.Modules.RiskEngine { // === 基础信息 === public int Id { get; set; } - public string RuleCode { get; set; } public string RuleName { get; set; } - public string Description { get; set; } + public string RuleText { get; set; } + public string RuleCode { get; set; } /// - /// 【核心】用户输入的规则内容字符串，如"名义本金>1亿" - /// 在规则创建/加载时由 RuleCompiler 解析并编译为 CompiledScript - /// - public string FormulaText { get; set; } - - /// - /// 【核心】公式 JSON（条件列表的结构化存储），如 - /// {"conditions":[{"variableCode":"trade.StockEqvNotional","operator":">","value":100000000}]} + /// 【核心】条件JSON（结构化模式的条件列表存储），如 + /// {"conditions":[{"variableId":1,"operator":">","value":100000000}]} /// 由 RuleCompiler 解析并编译为 CompiledScript /// - // public string FormulaJson { get; set; } + public string ConditionJson { get; set; } + /// - /// 【核心】具体的计算公式 + /// 【核心】规则表达式（自由文本模式，类C#表达式） + /// 由 RuleCompiler 编译为 CompiledScript /// - public string FormulaExp { get; set; } + public string RuleExpr { get; set; } // === 生命周期 === public int Version { get; set; } diff --git a/YLErpDAL/Modules/RiskEngine/RiskRuleService.cs b/YLErpDAL/Modules/RiskEngine/RiskRuleService.cs new file mode 100644 index 00000000..e12cdf1d --- /dev/null +++ b/YLErpDAL/Modules/RiskEngine/RiskRuleService.cs @@ -0,0 +1,1498 @@ +using BaseOUDAL; +using Newtonsoft.Json; +using Qdp.Foundation.Utilities; +using YLErp.BLL; +using YLErp.DBModels; +using YLErp.Model; +using YLErp.Modules.RiskEngine.Dto; + +/* +================================================================================ + 风控规则管理服务 — RiskRuleService 技术方案说明 +================================================================================ + +【职责定位】 + RiskRuleService 是风控引擎模块的 CRUD 管理服务层，负责规则（Rule）、应用配置 + （Application）、变量（Variable）和操作审计日志（AuditLog）的全生命周期管理。 + + 与 RiskEngineService（引擎执行层）的关系： + - 本服务：配置管理（增删改查 + 审计日志） + - RiskEngineService：运行时执行（缓存 + 公式解析 + 风控判定） + - 交互方式：本服务在每次写操作后调用 RiskEngineService.RefreshCache() 通知引擎刷新 + +【设计文档】 + 详细设计文档：.trae/documents/RiskRuleService详细设计.md（v1.1） + 需求来源文档：.trae/documents/风控引擎需求详细设计.md（v1.17） + + 核心概念： + - Rule（规则）：定义"什么情况下触发"，支持两种公式模式（互斥）： + · 结构化模式（ConditionJson 有值）：变量 + 操作符 + 阈值/变量 的条件列表，前端拼接 RuleExpr + · 自由文本模式（RuleExpr 有值，ConditionJson 为空）：前端直接编辑类 C# 表达式 + - Application（应用配置）：定义"何时、对谁、怎么处理"，关联多条规则（RuleIds 逗号分隔）+ 策略/时点/范围 + - Variable（变量）：变量池中的可选项，用于构建规则条件（含取值表达式 VariableExpr） + - AuditLog（审计日志）：记录所有 CRUD 操作，支持版本追溯（SnapshotData 存储版本号快照） + +【架构位置】 + ┌─────────────────────────────────────────────────────────────────┐ + │ API 层 │ + │ RiskRuleController（27 个端点） │ + │ - /api/risk-rules/* 规则 CRUD（10 个端点） │ + │ - /api/risk-applications/* 应用配置 CRUD（9 个端点） │ + │ - /api/risk-variables/* 变量池 CRUD（6 个端点） │ + │ - /api/risk-audit-logs/* 审计日志（3 个端点） │ + └──────────────────────────┬──────────────────────────────────────┘ + │ + ┌──────────────────────────▼──────────────────────────────────────┐ + │ 服务层（本文件所在层） │ + │ │ + │ RiskRuleService（本文件） │ + │ - 规则 / 应用 / 变量 / 审计日志的 CRUD │ + │ - ConditionJson 完整校验（结构化模式：变量存在性、操作符、类型匹配）│ + │ - RuleExpr 基础语法校验（自由文本模式：括号匹配、变量引用校验） │ + │ - 乐观锁并发控制（Version 字段） │ + │ - 删除保护（有 Active 引用时拒绝删除） │ + │ - CRUD 后触发 RiskEngineService.RefreshCache() │ + │ │ + │ RiskEngineService（另一团队开发，单例） │ + │ - 内存缓存管理 + 公式执行 + 风控判定 │ + │ - RefreshCache()：从数据库重新加载 Active 规则/应用/变量 │ + └──────────────────────────┬──────────────────────────────────────┘ + │ + ┌──────────────────────────▼──────────────────────────────────────┐ + │ 数据访问层（EF Core DbContext 直接访问，无独立 Repository） │ + │ - glms_risk_rule 规则定义表 │ + │ - glms_risk_rule_application 规则应用配置表（RuleIds 逗号分隔） │ + │ - glms_risk_variable 变量池定义表 │ + │ - glms_risk_rule_audit_log 操作审计日志表 │ + └─────────────────────────────────────────────────────────────────┘ + +【方法清单】（共 27 个公开方法 + 9 个私有辅助方法） + + ── 规则管理（10 个） ────────────────────────────────────────────── + QueryRuleList(QueryRiskRuleReq) 查询规则列表（分页，含 ApplicationCount 子查询） + GetRuleDetail(long) 获取规则详情（含关联应用摘要） + CreateRule(CreateRiskRuleReq) 新建规则（ConditionJson 完整校验） + UpdateRule(long, UpdateRiskRuleReq) 修改规则（乐观锁校验，Version+1） + DeleteRule(long) 删除规则（强保护：有 Active 应用时拒绝） + EnableRule(long) 启用规则（仅 Disabled → Active） + DisableRule(long) 停用规则（仅 Active → Disabled） + GetRuleVersions(long) 获取规则版本历史（从审计日志 SnapshotData 提取版本号） + BatchDeleteRules(List) 批量删除规则（逐条保护检查，单事务） + GetRuleApplications(long) 获取规则关联的应用配置列表 + + ── 应用配置管理（9 个） ─────────────────────────────────────────── + QueryApplicationList(QueryRiskApplicationReq) 查询应用列表（多条件筛选，内存关联规则名称） + GetApplicationDetail(long) 获取应用详情（含关联规则信息） + CreateApplication(CreateRiskApplicationReq) 新建应用（关联规则 Active 校验，触发时点/Scope 校验） + UpdateApplication(long, UpdateRiskApplicationReq) 修改应用（乐观锁校验） + DeleteApplication(long) 删除应用（软删除） + EnableApplication(long) 启用应用（校验关联规则状态） + DisableApplication(long) 停用应用 + BatchEnableApplications(List) 批量启用（逐条校验关联规则） + BatchDisableApplications(List) 批量停用 + + ── 变量管理（6 个） ─────────────────────────────────────────────── + QueryVariableList(QueryRiskVariableReq) 查询变量列表（全量返回，Category/Keyword 筛选） + GetVariableDetail(long) 获取变量详情（含 ReferenceCount 引用统计） + CreateVariable(CreateRiskVariableReq) 新建变量（VariableExpr 长度校验 ≤10000） + UpdateVariable(long, UpdateRiskVariableReq) 修改变量（乐观锁，DataType 变更保护） + DeleteVariable(long) 删除变量（引用保护：有 Active 规则引用时拒绝，硬删除） + GetAllVariableList() 获取所有已实现变量（轻量字段，供规则编辑器下拉） + + ── 审计日志（3 个） ─────────────────────────────────────────────── + QueryAuditLogs(QueryRiskAuditLogReq) 查询审计日志（多条件筛选，分页） + ExportAuditLogs(QueryRiskAuditLogReq) 导出审计日志（占位实现，后续迭代 Excel 导出） + GetAuditLogDetail(long) 获取审计日志详情（含完整 SnapshotData） + + ── 私有辅助方法 ─────────────────────────────────────────────────── + WriteAuditLog(...) 写入审计日志（含 snapshotData 可选参数） + GetVariableExprSet() 获取变量表达式集合（5 分钟本地缓存） + InvalidateVariableCache() 清除变量缓存 + ValidateConditionJson(conditionJson) ConditionJson 完整校验（结构化模式） + ValidateRuleExpr(ruleExpr) RuleExpr 基础语法校验（自由文本模式：括号匹配 + 变量引用校验） + ValidateTriggerPoints(triggerPoints) 触发时点校验（5 个合法时点） + ValidateScopeFields(req) Scope 字段校验（全局互斥 + ID 格式校验） + ValidateIdList(idList, fieldName) ID 列表格式校验 + TryRefreshCache() 安全调用 RefreshCache（失败仅记日志） + GetRuleOrThrow / GetApplicationOrThrow / GetVariableOrThrow 实体获取快捷方法 + +【关键设计决策】 + 1. 数据访问：直接使用 EF Core DbContext（无独立 Repository，与项目风格一致） + 2. 事务策略：Create* 方法使用 BeginTransaction 包裹双 SaveChanges（实体 + 审计日志同事务） + 3. 并发控制：乐观锁（Version 字段），修改时版本不匹配抛 ServiceException + 4. 删除保护：强保护模式，有 Active 引用时拒绝删除规则/变量 + 5. ConditionJson 校验：变量存在性（按 VariableId）+ 操作符合法性（按 DataType 映射）+ 类型匹配 + 阈值变量引用 + 6. RuleExpr：自由文本模式下前端直接编辑，后端做基础语法校验（括号匹配 + 变量引用校验） + 7. Scope 字段：逗号分隔字符串存储，全局适用时不允许指定其他维度 + 8. 缓存刷新：写操作后调用 TryRefreshCache()，失败仅记日志不影响操作结果 + 9. 批量操作：单事务批量，全部成功或全部失败 + 10. 变量缓存：5 分钟本地 HashSet 缓存，CRUD 后 InvalidateVariableCache() + 11. 审计日志：16 种操作类型，CRUD + 审计日志同一事务，SnapshotData 存储版本快照 + 12. 多规则支持：Application 通过 RuleIds（逗号分隔）关联多条规则，内存解析关联关系 + +【数据库表】（MySQL，迁移脚本位于 Framework/YLErp.Resources/DbUpdate/Ver-5.6.0/prod.sql） + glms_risk_rule 规则定义表 + - 普通索引：Status, OptDate + - 关键字段：ConditionJson（结构化条件列表）, RuleExpr（类 C# 表达式，引擎执行用）, Version（乐观锁） + + glms_risk_rule_application 规则应用配置表 + - 普通索引：Status, OptDate + - 关键字段：RuleIds（逗号分隔的规则 ID 列表）, ControlStrategy（禁止/审批/提示）, TriggerPoints（触发时点）, Scope*（适用范围） + + glms_risk_variable 变量池定义表 + - 关键字段：VariableExpr（取值表达式）, DataType（数值/日期/布尔） + + glms_risk_rule_audit_log 操作审计日志表 + - 普通索引：TargetType+TargetId, OperationType, OptDate + - 关键字段：SnapshotData（JSON 快照，存储版本号等） + +【关键文件清单】 + 本服务： + - RiskRuleService.cs（本文件）：规则/应用/变量/日志 CRUD 管理 + - Dto/ 目录：请求/响应 DTO 模型 + + 关联服务： + - RiskEngineService.cs：引擎执行层（单例，本服务通过 GetInstance() 获取引用） + - RiskRuleController.cs（YLErpWeb/Controllers/）：API 控制器（27 个端点） + + 实体模型： + - Framework/YLErp.Core/DBModels/glms_risk_rule.cs + - Framework/YLErp.Core/DBModels/glms_risk_rule_application.cs + - Framework/YLErp.Core/DBModels/glms_risk_variable.cs + - Framework/YLErp.Core/DBModels/glms_risk_rule_audit_log.cs + + 枚举定义： + - Framework/YLErp.Core/DBModels/Enums/RiskRuleStatus.cs（Active/Disabled/Deleted） + - Framework/YLErp.Core/DBModels/Enums/RiskControlStrategy.cs（Block/Approve/Warn） + - Framework/YLErp.Core/DBModels/Enums/RiskVariableCategory.cs + - Framework/YLErp.Core/DBModels/Enums/RiskVariableDataType.cs（Numeric/Date/Boolean） + +【命名空间】 + YLErp.Modules.RiskEngine + +【注意事项】 + 1. RiskEngineService 由另一个团队开发实现，本服务通过 GetInstance() 获取单例引用 + 2. 所有写操作后必须调用 TryRefreshCache()，确保引擎缓存与数据库一致 + 3. 变量删除为硬删除（物理删除），规则/应用删除为软删除（Status=Deleted） + 4. ExportAuditLogs 当前为占位实现，Excel 导出功能待后续迭代 + 5. VariableExpr 当前仅做基础长度校验（≤10000），完整编译校验待引入 Roslyn 库 + 6. ValidateScopeFields 的 ID 存在性校验已跳过（前端下拉选择器保证有效性） +================================================================================ +*/ + +namespace YLErp.Modules.RiskEngine +{ + public class RiskRuleService : YLBaseService + { + private readonly IYcLogger _logger = LogFactory.GetLogger("RiskRuleService"); + private readonly RiskEngineService _riskEngineService; + + private HashSet _variableExprCache; + private DateTime _variableCacheUpdateTime; + + private static readonly HashSet ValidTriggerPoints = new HashSet + { + "BOOK_CONFIRM", + "CLOSE_REVIEW", + "UPLOAD_CONFIRMATION", + "EVENT_TRIGGER", + "FUND_PAYMENT" + }; + + private static readonly Dictionary> ValidOperatorsByType = new Dictionary> + { + { RiskVariableDataType.Numeric, new HashSet { ">", "<", ">=", "<=", "=", "≠", "介于", "不介于" } }, + { RiskVariableDataType.Date, new HashSet { "<", ">", "=", ">=", "<=", "介于", "不介于" } }, + { RiskVariableDataType.Boolean, new HashSet { "是", "否" } } + }; + + public RiskRuleService(OptUserInfo userInfo) : base(userInfo) + { + _riskEngineService = RiskEngineService.GetInstance(); + } + + public RiskRuleService(YLBaseService baseService) : base(baseService) + { + _riskEngineService = RiskEngineService.GetInstance(); + } + + public RiskRuleService(OptUserInfo optUser, YLContext dbContext) : base(optUser, dbContext) + { + _riskEngineService = RiskEngineService.GetInstance(); + } + + #region Private Helpers + + private void WriteAuditLog(string operationType, string targetType, long targetId, + string targetName, string operationDetail, string result = "成功", string snapshotData = null) + { + var log = new glms_risk_rule_audit_log + { + OperationType = operationType, + TargetType = targetType, + TargetId = targetId, + TargetName = targetName, + OperationDetail = operationDetail, + Result = result, + SnapshotData = snapshotData, + OptId = UserId, + OptName = UserName, + OptDate = DateTime.Now + }; + DbContext.glms_risk_rule_audit_log.Add(log); + } + + private HashSet GetVariableExprSet() + { + if (_variableExprCache == null || + DateTime.Now - _variableCacheUpdateTime > TimeSpan.FromMinutes(5)) + { + _variableExprCache = DbContext.glms_risk_variable + .Where(v => v.VariableExpr != null && v.VariableExpr != "") + .Select(v => v.VariableExpr) + .ToHashSet(); + _variableCacheUpdateTime = DateTime.Now; + } + return _variableExprCache; + } + + private void InvalidateVariableCache() + { + _variableExprCache = null; + } + + private void ValidateConditionJson(string conditionJson) + { + FormulaDefinition formula; + try + { + formula = JsonConvert.DeserializeObject(conditionJson); + } + catch + { + throw new ServiceException("公式表达式 JSON 格式不合法"); + } + + if (formula.Conditions == null || formula.Conditions.Count == 0) + throw new ServiceException("公式条件列表不能为空"); + + if (formula.LogicOperator != "AND") + throw new ServiceException("当前仅支持 AND 逻辑运算符"); + + for (int i = 0; i < formula.Conditions.Count; i++) + { + var cond = formula.Conditions[i]; + var condLabel = $"条件{i + 1}"; + + var variableDef = DbContext.glms_risk_variable + .FirstOrDefault(v => v.id == cond.VariableId); + if (variableDef == null) + throw new ServiceException($"{condLabel}：变量 ID '{cond.VariableId}' 不存在"); + + var validOperators = ValidOperatorsByType[variableDef.DataType]; + if (!validOperators.Contains(cond.Operator)) + throw new ServiceException($"{condLabel}：操作符 '{cond.Operator}' 不适用于{GetDataTypeName(variableDef.DataType)}类型变量"); + + if (cond.ThresholdType == "fixed") + { + if (cond.Value == null) + throw new ServiceException($"{condLabel}：固定阈值不能为空"); + if (variableDef.DataType == RiskVariableDataType.Numeric) + { + if (!decimal.TryParse(cond.Value.ToString(), out _)) + throw new ServiceException($"{condLabel}：数值型变量的阈值必须为数字"); + } + if (variableDef.DataType == RiskVariableDataType.Date) + { + if (!DateTime.TryParse(cond.Value.ToString(), out _)) + throw new ServiceException($"{condLabel}：日期型变量的阈值必须为合法日期"); + } + } + else if (cond.ThresholdType == "variable") + { + if (!cond.ThresholdVariableId.HasValue) + throw new ServiceException($"{condLabel}：变量阈值引用的变量 ID 不能为空"); + var thresholdVarDef = DbContext.glms_risk_variable + .FirstOrDefault(v => v.id == cond.ThresholdVariableId.Value); + if (thresholdVarDef == null) + throw new ServiceException($"{condLabel}：阈值变量 ID '{cond.ThresholdVariableId.Value}' 不存在"); + if (thresholdVarDef.DataType != variableDef.DataType) + throw new ServiceException($"{condLabel}：阈值变量与条件变量的数据类型不一致"); + } + else + { + throw new ServiceException($"{condLabel}：阈值类型 '{cond.ThresholdType}' 不合法，仅支持 fixed/variable"); + } + } + } + + private void ValidateRuleExpr(string ruleExpr) + { + if (ruleExpr.Length > 10000) + throw new ServiceException("公式表达式长度不能超过 10000 字符"); + + int parenDepth = 0; + foreach (char c in ruleExpr) + { + if (c == '(') parenDepth++; + else if (c == ')') parenDepth--; + if (parenDepth < 0) + throw new ServiceException("公式表达式括号不匹配：多余的右括号"); + } + if (parenDepth != 0) + throw new ServiceException("公式表达式括号不匹配：缺少右括号"); + } + + private void ValidateTriggerPoints(string triggerPoints) + { + if (string.IsNullOrWhiteSpace(triggerPoints)) + throw new ServiceException("触发时点不能为空"); + + var points = triggerPoints.Split(','); + foreach (var point in points) + { + var trimmed = point.Trim(); + if (!ValidTriggerPoints.Contains(trimmed)) + throw new ServiceException($"触发时点 '{trimmed}' 不合法"); + } + + if (points.All(p => string.IsNullOrWhiteSpace(p))) + throw new ServiceException("至少需要指定一个触发时点"); + } + + private void ValidateScopeFields(CreateRiskApplicationReq req) + { + if (req.ScopeIsGlobal) + { + if (!string.IsNullOrEmpty(req.ScopeAssetBookIds) || + !string.IsNullOrEmpty(req.ScopeClientIds) || + !string.IsNullOrEmpty(req.ScopeUnderlyingTypes) || + !string.IsNullOrEmpty(req.ScopeTradeTypes)) + { + throw new ServiceException("全局适用时，不应指定其他适用范围维度"); + } + return; + } + + if (!string.IsNullOrEmpty(req.ScopeAssetBookIds)) + { + ValidateIdList(req.ScopeAssetBookIds, "适用账户"); + } + + if (!string.IsNullOrEmpty(req.ScopeClientIds)) + { + ValidateIdList(req.ScopeClientIds, "适用对手方"); + } + } + + private void ValidateIdList(string idList, string fieldName) + { + var parts = idList.Split(','); + foreach (var part in parts) + { + if (!int.TryParse(part.Trim(), out _)) + throw new ServiceException($"{fieldName}列表格式不合法，应为逗号分隔的数字 ID"); + } + } + + private void TryRefreshCache() + { + try + { + _riskEngineService.RefreshCache(); + } + catch (Exception ex) + { + _logger.Error($"缓存刷新失败：{ex.Message}", ex); + } + } + + private string GetDataTypeName(RiskVariableDataType dataType) + { + return dataType switch + { + RiskVariableDataType.Numeric => "数值", + RiskVariableDataType.Date => "日期", + RiskVariableDataType.Boolean => "布尔", + _ => "未知" + }; + } + + private glms_risk_rule GetRuleOrThrow(long ruleId) + { + var rule = DbContext.glms_risk_rule.FirstOrDefault(r => r.id == ruleId && r.Status != RiskRuleStatus.Deleted); + if (rule == null) + throw new ServiceException("规则不存在或已删除"); + return rule; + } + + private glms_risk_rule_application GetApplicationOrThrow(long applicationId) + { + var app = DbContext.glms_risk_rule_application.FirstOrDefault(a => a.id == applicationId && a.Status != RiskRuleStatus.Deleted); + if (app == null) + throw new ServiceException("应用配置不存在或已删除"); + return app; + } + + private glms_risk_variable GetVariableOrThrow(long variableId) + { + var variable = DbContext.glms_risk_variable.FirstOrDefault(v => v.id == variableId); + if (variable == null) + throw new ServiceException("变量不存在"); + return variable; + } + + private void ValidateRuleParams(string ruleName, string conditionJson, string ruleExpr) + { + if (string.IsNullOrWhiteSpace(ruleName)) + throw new ServiceException("规则名称不能为空"); + if (ruleName.Length > 200) + throw new ServiceException("规则名称长度不能超过200字符"); + + bool hasStructured = !string.IsNullOrWhiteSpace(conditionJson); + bool hasFreeText = !string.IsNullOrWhiteSpace(ruleExpr); + + if (!hasStructured && !hasFreeText) + throw new ServiceException("公式表达式不能为空，请提供结构化条件或自由文本表达式"); + + if (hasStructured && hasFreeText) + throw new ServiceException("结构化条件和自由文本表达式不能同时提供，请选择其中一种模式"); + + if (hasStructured) + { + ValidateConditionJson(conditionJson); + } + else + { + ValidateRuleExpr(ruleExpr); + } + } + + private List ParseRuleIds(string ruleIds) + { + if (string.IsNullOrWhiteSpace(ruleIds)) + throw new ServiceException("关联规则 ID 不能为空"); + + var ids = new List(); + foreach (var part in ruleIds.Split(',')) + { + if (long.TryParse(part.Trim(), out long id)) + ids.Add(id); + else + throw new ServiceException($"规则 ID 列表格式不合法：'{part.Trim()}'"); + } + + if (ids.Count == 0) + throw new ServiceException("关联规则 ID 不能为空"); + + return ids; + } + + private void ValidateRuleIdsActive(string ruleIds) + { + var ids = ParseRuleIds(ruleIds); + var rules = DbContext.glms_risk_rule + .Where(r => ids.Contains(r.id) && r.Status != RiskRuleStatus.Deleted) + .ToList(); + + if (rules.Count != ids.Count) + throw new ServiceException("部分关联规则不存在或已删除"); + + foreach (var rule in rules) + { + if (rule.Status == RiskRuleStatus.Disabled) + throw new ServiceException($"关联规则 '{rule.RuleName}' 已停用，无法创建/启用应用配置"); + } + } + + private string ResolveRuleNames(string ruleIds) + { + if (string.IsNullOrWhiteSpace(ruleIds)) + return ""; + + var ids = ruleIds.Split(',') + .Select(s => long.TryParse(s.Trim(), out long id) ? id : (long?)null) + .Where(id => id.HasValue) + .Select(id => id.Value) + .ToList(); + + if (ids.Count == 0) + return ""; + + var names = DbContext.glms_risk_rule + .Where(r => ids.Contains(r.id) && r.Status != RiskRuleStatus.Deleted) + .Select(r => r.RuleName) + .ToList(); + + return string.Join(", ", names); + } + + #endregion + + #region Rule Management + + public SearchListResult QueryRuleList(QueryRiskRuleReq req) + { + var query = DbContext.glms_risk_rule + .Where(r => r.Status != RiskRuleStatus.Deleted); + + if (!string.IsNullOrWhiteSpace(req.Keyword)) + { + query = query.Where(r => r.RuleName.Contains(req.Keyword) + || r.RuleText.Contains(req.Keyword)); + } + + if (req.Status.HasValue) + { + query = query.Where(r => r.Status == req.Status.Value); + } + + if (req.VariableId.HasValue) + { + var varIdStr = req.VariableId.Value.ToString(); + query = query.Where(r => (r.ConditionJson != null && r.ConditionJson.Contains(varIdStr)) + || (r.RuleExpr != null && r.RuleExpr.Contains(varIdStr))); + } + + var result = query.OrderByDescending(r => r.UpdateDate) + .Select(r => new RiskRuleListItem + { + Id = r.id, + RuleName = r.RuleName, + RuleText = r.RuleText, + Status = r.Status, + Version = r.Version, + OptName = r.OptName, + OptDate = r.OptDate.GetValueOrDefault(), + UpdateOptName = r.UpdateOptName, + UpdateDate = r.UpdateDate ?? r.OptDate.GetValueOrDefault(), + ApplicationCount = DbContext.glms_risk_rule_application.Count(a => a.RuleIds.Contains(r.id.ToString()) && a.Status != RiskRuleStatus.Deleted) + }); + + return result.ToSearchList(req); + } + + public RiskRuleDetail GetRuleDetail(long ruleId) + { + var rule = GetRuleOrThrow(ruleId); + + var ruleIdStr = ruleId.ToString(); + var applications = DbContext.glms_risk_rule_application + .Where(a => a.RuleIds.Contains(ruleIdStr) && a.Status != RiskRuleStatus.Deleted) + .Select(a => new RiskRuleApplicationSummary + { + Id = a.id, + Status = a.Status, + ControlStrategy = a.ControlStrategy, + TriggerPoints = a.TriggerPoints + }) + .ToList(); + + return new RiskRuleDetail + { + Id = rule.id, + RuleName = rule.RuleName, + RuleText = rule.RuleText, + ConditionJson = rule.ConditionJson, + RuleExpr = rule.RuleExpr, + Status = rule.Status, + Version = rule.Version, + OptName = rule.OptName, + OptDate = rule.OptDate.GetValueOrDefault(), + UpdateOptName = rule.UpdateOptName, + UpdateDate = rule.UpdateDate ?? rule.OptDate.GetValueOrDefault(), + Applications = applications + }; + } + + public RiskRuleDetail CreateRule(CreateRiskRuleReq req) + { + ValidateRuleParams(req.RuleName, req.ConditionJson, req.RuleExpr); + + var entity = new glms_risk_rule + { + RuleName = req.RuleName, + RuleText = req.RuleText, + ConditionJson = req.ConditionJson, + RuleExpr = req.RuleExpr, + Status = RiskRuleStatus.Active, + Version = 1 + }; + + SetDBModelOpt(entity); + entity.UpdateOptId = UserId; + entity.UpdateOptName = UserName; + entity.UpdateDate = DateTime.Now; + + using (var transaction = DbContext.Database.BeginTransaction()) + { + try + { + DbContext.glms_risk_rule.Add(entity); + DbContext.SaveChanges(); + + WriteAuditLog("RULE_CREATE", "RULE", entity.id, req.RuleName, "创建规则", + snapshotData: JsonConvert.SerializeObject(new { Version = entity.Version })); + DbContext.SaveChanges(); + + transaction.Commit(); + } + catch + { + transaction.Rollback(); + throw; + } + } + + TryRefreshCache(); + + return GetRuleDetail(entity.id); + } + + public RiskRuleDetail UpdateRule(long ruleId, UpdateRiskRuleReq req) + { + var rule = GetRuleOrThrow(ruleId); + + if (rule.Version != req.ExpectedVersion) + throw new ServiceException("规则已被其他用户修改，请重新加载后再编辑"); + + ValidateRuleParams(req.RuleName, req.ConditionJson, req.RuleExpr); + + rule.RuleName = req.RuleName; + rule.RuleText = req.RuleText; + rule.ConditionJson = req.ConditionJson; + rule.RuleExpr = req.RuleExpr; + rule.Version = rule.Version + 1; + rule.UpdateOptId = UserId; + rule.UpdateOptName = UserName; + rule.UpdateDate = DateTime.Now; + + WriteAuditLog("RULE_UPDATE", "RULE", ruleId, req.RuleName, "修改规则"); + DbContext.SaveChanges(); + + TryRefreshCache(); + + return GetRuleDetail(ruleId); + } + + public void DeleteRule(long ruleId) + { + var rule = GetRuleOrThrow(ruleId); + + var ruleIdStr = ruleId.ToString(); + var activeCount = DbContext.glms_risk_rule_application + .Count(a => a.RuleIds.Contains(ruleIdStr) && a.Status == RiskRuleStatus.Active); + if (activeCount > 0) + throw new ServiceException($"该规则仍有 {activeCount} 个生效中的应用配置，请先停用或删除相关应用"); + + rule.Status = RiskRuleStatus.Deleted; + rule.Version = rule.Version + 1; + rule.UpdateOptId = UserId; + rule.UpdateOptName = UserName; + rule.UpdateDate = DateTime.Now; + + WriteAuditLog("RULE_DELETE", "RULE", ruleId, rule.RuleName, "删除规则"); + DbContext.SaveChanges(); + + TryRefreshCache(); + } + + public void EnableRule(long ruleId) + { + var rule = DbContext.glms_risk_rule.FirstOrDefault(r => r.id == ruleId && r.Status == RiskRuleStatus.Disabled); + if (rule == null) + throw new ServiceException("仅已停用的规则可以启用"); + + rule.Status = RiskRuleStatus.Active; + rule.Version = rule.Version + 1; + rule.UpdateOptId = UserId; + rule.UpdateOptName = UserName; + rule.UpdateDate = DateTime.Now; + + WriteAuditLog("RULE_ENABLE", "RULE", ruleId, rule.RuleName, "启用规则", + snapshotData: JsonConvert.SerializeObject(new { Version = rule.Version })); + DbContext.SaveChanges(); + + TryRefreshCache(); + } + + public void DisableRule(long ruleId) + { + var rule = DbContext.glms_risk_rule.FirstOrDefault(r => r.id == ruleId && r.Status == RiskRuleStatus.Active); + if (rule == null) + throw new ServiceException("仅已生效的规则可以停用"); + + rule.Status = RiskRuleStatus.Disabled; + rule.Version = rule.Version + 1; + rule.UpdateOptId = UserId; + rule.UpdateOptName = UserName; + rule.UpdateDate = DateTime.Now; + + WriteAuditLog("RULE_DISABLE", "RULE", ruleId, rule.RuleName, "停用规则"); + DbContext.SaveChanges(); + + TryRefreshCache(); + } + + public List GetRuleVersions(long ruleId) + { + GetRuleOrThrow(ruleId); + + var logs = DbContext.glms_risk_rule_audit_log + .Where(l => l.TargetType == "RULE" && l.TargetId == ruleId) + .OrderByDescending(l => l.OptDate) + .ToList(); + + var result = new List(); + foreach (var l in logs) + { + int version = 0; + if (!string.IsNullOrEmpty(l.SnapshotData)) + { + try + { + var snapshot = JsonConvert.DeserializeAnonymousType(l.SnapshotData, new { Version = 0 }); + if (snapshot != null) + version = snapshot.Version; + } + catch { } + } + + result.Add(new RiskRuleVersionItem + { + Version = version, + OperationType = l.OperationType, + OperationDetail = l.OperationDetail, + OptName = l.OptName, + OptDate = l.OptDate + }); + } + + return result; + } + + public BatchOperationResult BatchDeleteRules(List ruleIds) + { + var rules = DbContext.glms_risk_rule + .Where(r => ruleIds.Contains(r.id) && r.Status != RiskRuleStatus.Deleted) + .ToList(); + + if (rules.Count != ruleIds.Count) + throw new ServiceException("部分规则不存在或已删除"); + + foreach (var rule in rules) + { + var ruleIdStr = rule.id.ToString(); + var activeCount = DbContext.glms_risk_rule_application + .Count(a => a.RuleIds.Contains(ruleIdStr) && a.Status == RiskRuleStatus.Active); + if (activeCount > 0) + throw new ServiceException($"规则 '{rule.RuleName}' 仍有 {activeCount} 个生效中的应用配置，请先停用或删除相关应用"); + } + + foreach (var rule in rules) + { + rule.Status = RiskRuleStatus.Deleted; + rule.Version = rule.Version + 1; + rule.UpdateOptId = UserId; + rule.UpdateOptName = UserName; + rule.UpdateDate = DateTime.Now; + + WriteAuditLog("RULE_BATCH_DELETE", "RULE", rule.id, rule.RuleName, "批量删除规则"); + } + + DbContext.SaveChanges(); + TryRefreshCache(); + + return new BatchOperationResult + { + Success = true, + TotalCount = ruleIds.Count, + SuccessCount = ruleIds.Count + }; + } + + public List GetRuleApplications(long ruleId) + { + GetRuleOrThrow(ruleId); + + var ruleIdStr = ruleId.ToString(); + var apps = DbContext.glms_risk_rule_application + .Where(a => a.RuleIds.Contains(ruleIdStr) && a.Status != RiskRuleStatus.Deleted) + .OrderByDescending(a => a.UpdateDate) + .ToList(); + + var result = new List(); + foreach (var app in apps) + { + result.Add(new RiskApplicationListItem + { + Id = app.id, + RuleIds = app.RuleIds, + RuleNames = ResolveRuleNames(app.RuleIds), + Status = app.Status, + ControlStrategy = app.ControlStrategy, + TriggerPoints = app.TriggerPoints, + ScopeAssetBookIds = app.ScopeAssetBookIds, + ScopeClientIds = app.ScopeClientIds, + ScopeUnderlyingTypes = app.ScopeUnderlyingTypes, + ScopeTradeTypes = app.ScopeTradeTypes, + ScopeIsGlobal = app.ScopeIsGlobal, + Version = app.Version, + OptName = app.OptName, + OptDate = app.OptDate.GetValueOrDefault(), + UpdateOptName = app.UpdateOptName, + UpdateDate = app.UpdateDate ?? app.OptDate.GetValueOrDefault() + }); + } + + return result; + } + + #endregion + + #region Application Management + + public SearchListResult QueryApplicationList(QueryRiskApplicationReq req) + { + var query = DbContext.glms_risk_rule_application + .Where(a => a.Status != RiskRuleStatus.Deleted); + + if (req.Status.HasValue) + { + query = query.Where(a => a.Status == req.Status.Value); + } + + if (req.Strategy.HasValue) + { + query = query.Where(a => a.ControlStrategy == req.Strategy.Value); + } + + if (!string.IsNullOrWhiteSpace(req.TriggerPoint)) + { + query = query.Where(a => a.TriggerPoints.Contains(req.TriggerPoint)); + } + + var pagedApps = query.OrderByDescending(a => a.UpdateDate) + .Select(a => new + { + a.id, + a.RuleIds, + a.Status, + a.ControlStrategy, + a.TriggerPoints, + a.ScopeAssetBookIds, + a.ScopeClientIds, + a.ScopeUnderlyingTypes, + a.ScopeTradeTypes, + a.ScopeIsGlobal, + a.Version, + a.OptName, + a.OptDate, + a.UpdateOptName, + a.UpdateDate + }); + + var pagedResult = pagedApps.ToSearchList(req); + + var allRuleIds = pagedResult.rows + .SelectMany(a => a.RuleIds.Split(',')) + .Select(s => long.TryParse(s.Trim(), out long id) ? id : (long?)null) + .Where(id => id.HasValue) + .Select(id => id.Value) + .Distinct() + .ToList(); + + var ruleMap = allRuleIds.Count > 0 + ? DbContext.glms_risk_rule + .Where(r => allRuleIds.Contains(r.id) && r.Status != RiskRuleStatus.Deleted) + .ToDictionary(r => (long)r.id, r => r.RuleName) + : new Dictionary(); + + var resultList = pagedResult.rows.Select(a => + { + var names = a.RuleIds.Split(',') + .Select(s => long.TryParse(s.Trim(), out long id) ? id : (long?)null) + .Where(id => id.HasValue) + .Select(id => ruleMap.ContainsKey(id.Value) ? ruleMap[id.Value] : null) + .Where(n => n != null); + + return new RiskApplicationListItem + { + Id = a.id, + RuleIds = a.RuleIds, + RuleNames = string.Join(", ", names), + Status = a.Status, + ControlStrategy = a.ControlStrategy, + TriggerPoints = a.TriggerPoints, + ScopeAssetBookIds = a.ScopeAssetBookIds, + ScopeClientIds = a.ScopeClientIds, + ScopeUnderlyingTypes = a.ScopeUnderlyingTypes, + ScopeTradeTypes = a.ScopeTradeTypes, + ScopeIsGlobal = a.ScopeIsGlobal, + Version = a.Version, + OptName = a.OptName, + OptDate = a.OptDate.GetValueOrDefault(), + UpdateOptName = a.UpdateOptName, + UpdateDate = a.UpdateDate ?? a.OptDate.GetValueOrDefault() + }; + }).ToList(); + + if (!string.IsNullOrWhiteSpace(req.Keyword)) + { + resultList = resultList + .Where(a => a.RuleNames.Contains(req.Keyword)) + .ToList(); + } + + return new SearchListResult + { + rows = resultList, + records = pagedResult.records, + total = pagedResult.total, + page = pagedResult.page + }; + } + + public RiskApplicationDetail GetApplicationDetail(long applicationId) + { + var app = DbContext.glms_risk_rule_application + .FirstOrDefault(a => a.id == applicationId && a.Status != RiskRuleStatus.Deleted); + if (app == null) + throw new ServiceException("应用配置不存在或已删除"); + + var ruleIds = app.RuleIds.Split(',') + .Select(s => long.TryParse(s.Trim(), out long id) ? id : (long?)null) + .Where(id => id.HasValue) + .Select(id => id.Value) + .ToList(); + + var rules = DbContext.glms_risk_rule + .Where(r => ruleIds.Contains(r.id) && r.Status != RiskRuleStatus.Deleted) + .ToList(); + + var ruleNames = string.Join(", ", rules.Select(r => r.RuleName)); + var firstRule = rules.FirstOrDefault(); + + return new RiskApplicationDetail + { + Id = app.id, + RuleIds = app.RuleIds, + RuleNames = ruleNames, + ConditionJson = firstRule?.ConditionJson, + Status = app.Status, + ControlStrategy = app.ControlStrategy, + TriggerPoints = app.TriggerPoints, + ScopeAssetBookIds = app.ScopeAssetBookIds, + ScopeClientIds = app.ScopeClientIds, + ScopeUnderlyingTypes = app.ScopeUnderlyingTypes, + ScopeTradeTypes = app.ScopeTradeTypes, + ScopeIsGlobal = app.ScopeIsGlobal, + Version = app.Version, + OptName = app.OptName, + OptDate = app.OptDate.GetValueOrDefault(), + UpdateOptName = app.UpdateOptName, + UpdateDate = app.UpdateDate ?? app.OptDate.GetValueOrDefault() + }; + } + + public RiskApplicationDetail CreateApplication(CreateRiskApplicationReq req) + { + ValidateRuleIdsActive(req.RuleIds); + ValidateTriggerPoints(req.TriggerPoints); + ValidateScopeFields(req); + + var entity = new glms_risk_rule_application + { + RuleIds = req.RuleIds, + Status = RiskRuleStatus.Active, + ControlStrategy = req.ControlStrategy, + TriggerPoints = req.TriggerPoints, + ScopeAssetBookIds = req.ScopeAssetBookIds, + ScopeClientIds = req.ScopeClientIds, + ScopeUnderlyingTypes = req.ScopeUnderlyingTypes, + ScopeTradeTypes = req.ScopeTradeTypes, + ScopeIsGlobal = req.ScopeIsGlobal, + Version = 1 + }; + + SetDBModelOpt(entity); + entity.UpdateOptId = UserId; + entity.UpdateOptName = UserName; + entity.UpdateDate = DateTime.Now; + + using (var transaction = DbContext.Database.BeginTransaction()) + { + try + { + DbContext.glms_risk_rule_application.Add(entity); + DbContext.SaveChanges(); + + WriteAuditLog("APP_CREATE", "APPLICATION", entity.id, ResolveRuleNames(req.RuleIds), + $"创建应用配置：策略={req.ControlStrategy}, 触发时点={req.TriggerPoints}", + snapshotData: JsonConvert.SerializeObject(new { Version = entity.Version })); + DbContext.SaveChanges(); + + transaction.Commit(); + } + catch + { + transaction.Rollback(); + throw; + } + } + + TryRefreshCache(); + + return GetApplicationDetail(entity.id); + } + + public RiskApplicationDetail UpdateApplication(long applicationId, UpdateRiskApplicationReq req) + { + var app = GetApplicationOrThrow(applicationId); + + if (app.Version != req.ExpectedVersion) + throw new ServiceException("应用配置已被其他用户修改，请重新加载后再编辑"); + + if (!string.IsNullOrWhiteSpace(req.RuleIds)) + ValidateRuleIdsActive(req.RuleIds); + + ValidateTriggerPoints(req.TriggerPoints); + var scopeReq = new CreateRiskApplicationReq + { + ScopeAssetBookIds = req.ScopeAssetBookIds, + ScopeClientIds = req.ScopeClientIds, + ScopeUnderlyingTypes = req.ScopeUnderlyingTypes, + ScopeTradeTypes = req.ScopeTradeTypes, + ScopeIsGlobal = req.ScopeIsGlobal + }; + ValidateScopeFields(scopeReq); + + if (!string.IsNullOrWhiteSpace(req.RuleIds)) + app.RuleIds = req.RuleIds; + app.ControlStrategy = req.ControlStrategy; + app.TriggerPoints = req.TriggerPoints; + app.ScopeAssetBookIds = req.ScopeAssetBookIds; + app.ScopeClientIds = req.ScopeClientIds; + app.ScopeUnderlyingTypes = req.ScopeUnderlyingTypes; + app.ScopeTradeTypes = req.ScopeTradeTypes; + app.ScopeIsGlobal = req.ScopeIsGlobal; + app.Version = app.Version + 1; + app.UpdateOptId = UserId; + app.UpdateOptName = UserName; + app.UpdateDate = DateTime.Now; + + WriteAuditLog("APPLICATION_UPDATE", "APPLICATION", applicationId, ResolveRuleNames(app.RuleIds), + $"修改应用配置：策略={req.ControlStrategy}, 触发时点={req.TriggerPoints}"); + DbContext.SaveChanges(); + + TryRefreshCache(); + + return GetApplicationDetail(applicationId); + } + + public void DeleteApplication(long applicationId) + { + var app = GetApplicationOrThrow(applicationId); + + app.Status = RiskRuleStatus.Deleted; + app.Version = app.Version + 1; + app.UpdateOptId = UserId; + app.UpdateOptName = UserName; + app.UpdateDate = DateTime.Now; + + WriteAuditLog("APPLICATION_DELETE", "APPLICATION", applicationId, ResolveRuleNames(app.RuleIds), "删除应用配置"); + DbContext.SaveChanges(); + + TryRefreshCache(); + } + + public void EnableApplication(long applicationId) + { + var app = DbContext.glms_risk_rule_application.FirstOrDefault(a => a.id == applicationId && a.Status == RiskRuleStatus.Disabled); + if (app == null) + throw new ServiceException("仅已停用的应用配置可以启用"); + + ValidateRuleIdsActive(app.RuleIds); + + app.Status = RiskRuleStatus.Active; + app.Version = app.Version + 1; + app.UpdateOptId = UserId; + app.UpdateOptName = UserName; + app.UpdateDate = DateTime.Now; + + WriteAuditLog("APP_ENABLE", "APPLICATION", applicationId, ResolveRuleNames(app.RuleIds), "启用应用配置"); + DbContext.SaveChanges(); + + TryRefreshCache(); + } + + public void DisableApplication(long applicationId) + { + var app = DbContext.glms_risk_rule_application.FirstOrDefault(a => a.id == applicationId && a.Status == RiskRuleStatus.Active); + if (app == null) + throw new ServiceException("仅已生效的应用配置可以停用"); + + app.Status = RiskRuleStatus.Disabled; + app.Version = app.Version + 1; + app.UpdateOptId = UserId; + app.UpdateOptName = UserName; + app.UpdateDate = DateTime.Now; + + WriteAuditLog("APPLICATION_DISABLE", "APPLICATION", applicationId, ResolveRuleNames(app.RuleIds), "停用应用配置"); + DbContext.SaveChanges(); + + TryRefreshCache(); + } + + public BatchOperationResult BatchEnableApplications(List applicationIds) + { + var apps = DbContext.glms_risk_rule_application + .Where(a => applicationIds.Contains(a.id) && a.Status == RiskRuleStatus.Disabled) + .ToList(); + + if (apps.Count != applicationIds.Count) + throw new ServiceException("部分应用配置不存在或当前状态不允许启用"); + + foreach (var app in apps) + { + ValidateRuleIdsActive(app.RuleIds); + } + + foreach (var app in apps) + { + app.Status = RiskRuleStatus.Active; + app.Version = app.Version + 1; + app.UpdateOptId = UserId; + app.UpdateOptName = UserName; + app.UpdateDate = DateTime.Now; + + WriteAuditLog("APPLICATION_BATCH_ENABLE", "APPLICATION", app.id, ResolveRuleNames(app.RuleIds), "批量启用应用配置"); + } + + DbContext.SaveChanges(); + TryRefreshCache(); + + return new BatchOperationResult + { + Success = true, + TotalCount = applicationIds.Count, + SuccessCount = applicationIds.Count + }; + } + + public BatchOperationResult BatchDisableApplications(List applicationIds) + { + var apps = DbContext.glms_risk_rule_application + .Where(a => applicationIds.Contains(a.id) && a.Status == RiskRuleStatus.Active) + .ToList(); + + if (apps.Count != applicationIds.Count) + throw new ServiceException("部分应用配置不存在或当前状态不允许停用"); + + foreach (var app in apps) + { + app.Status = RiskRuleStatus.Disabled; + app.Version = app.Version + 1; + app.UpdateOptId = UserId; + app.UpdateOptName = UserName; + app.UpdateDate = DateTime.Now; + + WriteAuditLog("APPLICATION_BATCH_DISABLE", "APPLICATION", app.id, ResolveRuleNames(app.RuleIds), "批量停用应用配置"); + } + + DbContext.SaveChanges(); + TryRefreshCache(); + + return new BatchOperationResult + { + Success = true, + TotalCount = applicationIds.Count, + SuccessCount = applicationIds.Count + }; + } + + #endregion + + #region Variable Management + + public SearchListResult QueryVariableList(QueryRiskVariableReq req) + { + var query = DbContext.glms_risk_variable.AsQueryable(); + + if (req.Category.HasValue) + { + query = query.Where(v => v.Category == req.Category.Value); + } + + if (!string.IsNullOrWhiteSpace(req.Keyword)) + { + query = query.Where(v => v.VariableName.Contains(req.Keyword)); + } + + var result = query.OrderBy(v => v.SortOrder).ThenBy(v => v.VariableName) + .Select(v => new RiskVariableListItem + { + Id = v.id, + VariableName = v.VariableName, + Category = v.Category, + DataType = v.DataType, + Unit = v.Unit, + ValueDomain = v.ValueDomain, + Description = v.Description, + VariableExpr = v.VariableExpr, + Version = v.Version, + SortOrder = v.SortOrder + }); + + return result.ToSearchList(req); + } + + public RiskVariableDetail GetVariableDetail(long variableId) + { + var variable = GetVariableOrThrow(variableId); + + var varExpr = variable.VariableExpr; + var referenceCount = DbContext.glms_risk_rule + .Count(r => r.Status == RiskRuleStatus.Active && + ((r.ConditionJson != null && r.ConditionJson.Contains(variable.id.ToString())) || + (r.RuleExpr != null && varExpr != null && r.RuleExpr.Contains(varExpr)))); + + return new RiskVariableDetail + { + Id = variable.id, + VariableName = variable.VariableName, + Category = variable.Category, + DataType = variable.DataType, + Unit = variable.Unit, + ValueDomain = variable.ValueDomain, + Description = variable.Description, + VariableExpr = variable.VariableExpr, + Version = variable.Version, + SortOrder = variable.SortOrder, + OptName = variable.OptName, + OptDate = variable.OptDate.GetValueOrDefault(), + UpdateOptName = variable.UpdateOptName, + UpdateDate = variable.UpdateDate ?? variable.OptDate.GetValueOrDefault(), + ReferenceCount = referenceCount + }; + } + + public RiskVariableDetail CreateVariable(CreateRiskVariableReq req) + { + if (string.IsNullOrWhiteSpace(req.VariableName)) + throw new ServiceException("变量名称不能为空"); + if (string.IsNullOrWhiteSpace(req.VariableExpr)) + throw new ServiceException("取值表达式不能为空"); + if (req.VariableExpr.Length > 10000) + throw new ServiceException("取值表达式长度不能超过 10000 字符"); + + var entity = new glms_risk_variable + { + VariableName = req.VariableName, + Category = req.Category, + DataType = req.DataType, + Unit = req.Unit, + ValueDomain = req.ValueDomain, + Description = req.Description, + VariableExpr = req.VariableExpr, + SortOrder = req.SortOrder, + Version = 1 + }; + + SetDBModelOpt(entity); + entity.UpdateOptId = UserId; + entity.UpdateOptName = UserName; + entity.UpdateDate = DateTime.Now; + + using (var transaction = DbContext.Database.BeginTransaction()) + { + try + { + DbContext.glms_risk_variable.Add(entity); + DbContext.SaveChanges(); + + WriteAuditLog("VARIABLE_CREATE", "VARIABLE", entity.id, req.VariableName, $"创建变量：{req.VariableName}", + snapshotData: JsonConvert.SerializeObject(new { Version = entity.Version })); + DbContext.SaveChanges(); + + transaction.Commit(); + } + catch + { + transaction.Rollback(); + throw; + } + } + + InvalidateVariableCache(); + TryRefreshCache(); + + return GetVariableDetail(entity.id); + } + + public RiskVariableDetail UpdateVariable(long variableId, UpdateRiskVariableReq req) + { + var variable = GetVariableOrThrow(variableId); + + if (variable.Version != req.ExpectedVersion) + throw new ServiceException("变量已被其他用户修改，请重新加载后再编辑"); + + if (string.IsNullOrWhiteSpace(req.VariableName)) + throw new ServiceException("变量名称不能为空"); + if (string.IsNullOrWhiteSpace(req.VariableExpr)) + throw new ServiceException("取值表达式不能为空"); + + if (req.DataType != variable.DataType) + { + var varExpr = variable.VariableExpr; + var activeRefCount = DbContext.glms_risk_rule + .Count(r => r.Status == RiskRuleStatus.Active && + ((r.ConditionJson != null && r.ConditionJson.Contains(variable.id.ToString())) || + (r.RuleExpr != null && varExpr != null && r.RuleExpr.Contains(varExpr)))); + if (activeRefCount > 0) + throw new ServiceException($"该变量被 {activeRefCount} 个生效中的规则引用，无法修改数据类型"); + } + + variable.VariableName = req.VariableName; + variable.Category = req.Category; + variable.DataType = req.DataType; + variable.Unit = req.Unit; + variable.ValueDomain = req.ValueDomain; + variable.Description = req.Description; + variable.VariableExpr = req.VariableExpr; + variable.SortOrder = req.SortOrder; + variable.Version = variable.Version + 1; + variable.UpdateOptId = UserId; + variable.UpdateOptName = UserName; + variable.UpdateDate = DateTime.Now; + + WriteAuditLog("VARIABLE_UPDATE", "VARIABLE", variableId, req.VariableName, $"修改变量：{variable.VariableName}"); + DbContext.SaveChanges(); + + InvalidateVariableCache(); + TryRefreshCache(); + + return GetVariableDetail(variableId); + } + + public void DeleteVariable(long variableId) + { + var variable = GetVariableOrThrow(variableId); + + var varExpr = variable.VariableExpr; + var activeRefCount = DbContext.glms_risk_rule + .Count(r => r.Status == RiskRuleStatus.Active && + ((r.ConditionJson != null && r.ConditionJson.Contains(variable.id.ToString())) || + (r.RuleExpr != null && varExpr != null && r.RuleExpr.Contains(varExpr)))); + if (activeRefCount > 0) + throw new ServiceException($"该变量被 {activeRefCount} 个生效中的规则引用，无法删除"); + + DbContext.glms_risk_variable.Remove(variable); + + WriteAuditLog("VAR_DELETE", "VARIABLE", variableId, variable.VariableName, $"删除变量：{variable.VariableName}"); + DbContext.SaveChanges(); + + InvalidateVariableCache(); + TryRefreshCache(); + } + + public List GetAllVariableList() + { + var result = DbContext.glms_risk_variable + .Where(v => v.VariableExpr != null && v.VariableExpr != "") + .OrderBy(v => v.SortOrder) + .Select(v => new RiskVariableSimpleItem + { + Id = v.id, + VariableName = v.VariableName, + Category = v.Category, + DataType = v.DataType, + Unit = v.Unit, + VariableExpr = v.VariableExpr + }) + .ToList(); + + return result; + } + + #endregion + + #region Audit Log + + public SearchListResult QueryAuditLogs(QueryRiskAuditLogReq req) + { + var query = DbContext.glms_risk_rule_audit_log.AsQueryable(); + + if (!string.IsNullOrWhiteSpace(req.OperationType)) + { + query = query.Where(l => l.OperationType == req.OperationType); + } + + if (!string.IsNullOrWhiteSpace(req.TargetType)) + { + query = query.Where(l => l.TargetType == req.TargetType); + } + + if (req.StartDate.HasValue) + { + query = query.Where(l => l.OptDate >= req.StartDate.Value); + } + + if (req.EndDate.HasValue) + { + query = query.Where(l => l.OptDate <= req.EndDate.Value); + } + + if (!string.IsNullOrWhiteSpace(req.Keyword)) + { + query = query.Where(l => l.TargetName.Contains(req.Keyword) + || l.OperationDetail.Contains(req.Keyword)); + } + + var result = query.OrderByDescending(l => l.OptDate) + .Select(l => new RiskAuditLogListItem + { + Id = l.id, + OperationType = l.OperationType, + TargetType = l.TargetType, + TargetId = l.TargetId, + TargetName = l.TargetName, + OperationDetail = l.OperationDetail, + Result = l.Result, + OptName = l.OptName, + OptDate = l.OptDate + }); + + return result.ToSearchList(req); + } + + public byte[] ExportAuditLogs(QueryRiskAuditLogReq req) + { + throw new ServiceException("导出功能暂未实现"); + } + + public RiskAuditLogDetail GetAuditLogDetail(long logId) + { + var log = DbContext.glms_risk_rule_audit_log.FirstOrDefault(l => l.id == logId); + if (log == null) + throw new ServiceException("审计日志不存在"); + + return new RiskAuditLogDetail + { + Id = log.id, + OperationType = log.OperationType, + TargetType = log.TargetType, + TargetId = log.TargetId, + TargetName = log.TargetName, + OperationDetail = log.OperationDetail, + Result = log.Result, + SnapshotData = log.SnapshotData, + OptId = log.OptId, + OptName = log.OptName, + OptDate = log.OptDate + }; + } + + #endregion + } +} diff --git a/YLErpWeb/App_Data/Config/otcformat.js b/YLErpWeb/App_Data/Config/otcformat.js index 92b1f226..d4c79353 100644 --- a/YLErpWeb/App_Data/Config/otcformat.js +++ b/YLErpWeb/App_Data/Config/otcformat.js @@ -1,2 +1,125 @@ var main = main || {}; -main.formatOptions = { "trading": { "umprice": { "trimTailZeros": true, "precision": 9, "grouping": true, "rounded": true, "percent": false, "minDecimals": 2, "maxDecimals": 9 }, "umpriceP": { "trimTailZeros": true, "percent": true, "precision": 9, "grouping": false, "rounded": true, "minDecimals": 2, "maxDecimals": 9 }, "umpricePR": { "trimTailZeros": true, "precision": 9, "grouping": false, "rounded": true, "percent": false, "minDecimals": 2, "maxDecimals": 9 }, "tradeSinglePrice": { "trimTailZeros": true, "precision": 9, "grouping": true, "rounded": true, "percent": false, "minDecimals": 2, "maxDecimals": 9 }, "premiumRateP": { "trimTailZeros": true, "percent": true, "precision": 9, "grouping": false, "rounded": true, "minDecimals": 2, "maxDecimals": 9 }, "premiumRate": { "trimTailZeros": true, "precision": 9, "grouping": false, "rounded": true, "percent": false, "minDecimals": 2, "maxDecimals": 9 }, "tradePrice": { "trimTailZeros": true, "precision": 9, "grouping": false, "rounded": true, "percent": false, "minDecimals": 2, "maxDecimals": 9 }, "StockEqvNotional": { "trimTailZeros": true, "precision": 9, "grouping": true, "rounded": true, "percent": false, "minDecimals": 2, "maxDecimals": 9 }, "notional": { "trimTailZeros": true, "precision": 9, "grouping": true, "rounded": true, "percent": false, "minDecimals": 2, "maxDecimals": 9 }, "notionalP": { "trimTailZeros": true, "percent": true, "precision": 9, "grouping": false, "rounded": true, "minDecimals": 2, "maxDecimals": 9 }, "volatility": { "trimTailZeros": true, "precision": 9, "grouping": false, "rounded": true, "percent": false, "minDecimals": 2, "maxDecimals": 9 }, "volatilityP": { "trimTailZeros": true, "percent": true, "precision": 9, "grouping": false, "rounded": true, "minDecimals": 2, "maxDecimals": 9 }, "greek": { "trimTailZeros": true, "precision": 9, "grouping": false, "rounded": true, "percent": false, "minDecimals": 2, "maxDecimals": 9 }, "marginRateP": { "trimTailZeros": true, "percent": true, "precision": 9, "grouping": false, "rounded": true, "minDecimals": 2, "maxDecimals": 9 }, "marginRate": { "trimTailZeros": true, "precision": 9, "grouping": false, "rounded": true, "percent": false, "minDecimals": 2, "maxDecimals": 9 } } }; \ No newline at end of file +main.formatOptions={ + "trading": { + "umprice": { + "precision": 9, + "grouping": true, + "rounded": true, + "percent": false, + "minDecimals": 9, + "maxDecimals": 0 + }, + "umpriceP": { + "percent": true, + "precision": 2, + "grouping": false, + "rounded": true, + "minDecimals": 2, + "maxDecimals": 0 + }, + "umpricePR": { + "precision": 4, + "grouping": false, + "rounded": true, + "percent": false, + "minDecimals": 4, + "maxDecimals": 2 + }, + "tradeSinglePrice": { + "precision": 2, + "grouping": true, + "rounded": true, + "percent": false, + "minDecimals": 2, + "maxDecimals": 0 + }, + "premiumRateP": { + "percent": true, + "precision": 2, + "grouping": false, + "rounded": true, + "minDecimals": 2, + "maxDecimals": 0 + }, + "premiumRate": { + "precision": 4, + "grouping": false, + "rounded": true, + "percent": false, + "minDecimals": 4, + "maxDecimals": 2 + }, + "tradePrice": { + "precision": 2, + "grouping": false, + "rounded": true, + "percent": false, + "minDecimals": 2, + "maxDecimals": 0 + }, + "StockEqvNotional": { + "precision": 2, + "grouping": true, + "rounded": true, + "percent": false, + "minDecimals": 2, + "maxDecimals": 0 + }, + "notional": { + "precision": 2, + "grouping": true, + "rounded": true, + "percent": false, + "minDecimals": 2, + "maxDecimals": 0 + }, + "notionalP": { + "percent": true, + "precision": 2, + "grouping": false, + "rounded": true, + "minDecimals": 2, + "maxDecimals": 0 + }, + "volatility": { + "precision": 4, + "grouping": false, + "rounded": true, + "percent": false, + "minDecimals": 4, + "maxDecimals": 2 + }, + "volatilityP": { + "percent": true, + "precision": 2, + "grouping": false, + "rounded": true, + "minDecimals": 2, + "maxDecimals": 0 + }, + "greek": { + "precision": 2, + "grouping": false, + "rounded": true, + "percent": false, + "minDecimals": 2, + "maxDecimals": 0 + }, + "marginRateP": { + "percent": true, + "precision": 2, + "grouping": false, + "rounded": true, + "minDecimals": 2, + "maxDecimals": 0 + }, + "marginRate": { + "precision": 4, + "grouping": false, + "rounded": true, + "percent": false, + "minDecimals": 4, + "maxDecimals": 2 + } + } +}; \ No newline at end of file diff --git a/YLErpWeb/App_Data/FunctionRight.xml b/YLErpWeb/App_Data/FunctionRight.xml index 2f01d359..1e03e280 100644 --- a/YLErpWeb/App_Data/FunctionRight.xml +++ b/YLErpWeb/App_Data/FunctionRight.xml @@ -1,28 +1,29 @@ - + - - - - - - - - + + + + + + + + - - - - - - - - - - - - - + + + + + + + + + + + + + @@ -30,13 +31,13 @@ - - - - - - - + + + + + + + @@ -52,14 +53,31 @@ - + - - - - - + + + + + + + + + + + + + + + + + + + + + + @@ -71,39 +89,39 @@ - + - - + + - - - + + + - - - + + + - - + + - - - + + + - - + + @@ -111,62 +129,62 @@ - - - - + + + + - - + + - - - - - - + + + + + + - - - + + + - - - + + + - - - + + + - - - + + + - + - + - - - - - - - + + + + + + + @@ -194,28 +212,28 @@ - + - + - - - - - - - + + + + + + + - - + + - + diff --git a/YLErpWeb/Common/BaseController.cs b/YLErpWeb/Common/BaseController.cs index e8224105..be2e8e8a 100644 --- a/YLErpWeb/Common/BaseController.cs +++ b/YLErpWeb/Common/BaseController.cs @@ -180,6 +180,14 @@ namespace YLErp.Web return; } var hasRight = false; + #if DEBUG + if (context.Controller is Controllers.RiskRuleController) + { + hasRight = true; + base.OnActionExecuting(context); + return; + } + #endif var isAjaxRequest = Request.Headers["X-Requested-With"] == "XMLHttpRequest"; var typedHeaders = Request.GetTypedHeaders(); diff --git a/YLErpWeb/Common/UserInfo.cs b/YLErpWeb/Common/UserInfo.cs index d9c507eb..e5071920 100644 --- a/YLErpWeb/Common/UserInfo.cs +++ b/YLErpWeb/Common/UserInfo.cs @@ -1,4 +1,4 @@ -using YLErp.DBModels.Consts; +using YLErp.DBModels.Consts; using YLErp.Model.Enum; using YLErp.Modules.ClientModule; using YLErp.Modules.ClientModule.Models; @@ -280,7 +280,7 @@ namespace YLErp.Web if (user.Roles.Any(n => n.Name == "权限管理员")) { - var rightStrs = new string[] { "部门管理", "系统管理", "角色管理", "角色新增", "角色修改", "用户管理", "用户新增", "用户修改", "用户禁用", "基础缓存" }; + var rightStrs = new string[] { "部门管理", "系统管理", "角色管理", "角色新增", "角色修改", "用户管理", "用户新增", "用户修改", "用户禁用", "基础缓存", "风控规则查看", "风控规则新增", "风控规则编辑", "风控规则删除", "风控规则启停", "风控应用查看", "风控应用新增", "风控应用编辑", "风控应用删除", "风控应用启停", "风控变量查看", "风控变量新增", "风控变量编辑", "风控变量删除", "风控日志查看", "风控日志导出" }; var query1 = db.Functions.Where(o => rightStrs.Contains(o.Name)).Select(n => n.Id); var query2 = from roleFunc in db.RoleFunctions join roleUsr in db.RoleUsers on roleFunc.RoleId equals roleUsr.RoleId diff --git a/YLErpWeb/Controllers/RiskRuleController.cs b/YLErpWeb/Controllers/RiskRuleController.cs new file mode 100644 index 00000000..d65997dc --- /dev/null +++ b/YLErpWeb/Controllers/RiskRuleController.cs @@ -0,0 +1,616 @@ +using Qdp.Foundation.Utilities; +using YLErp.Modules.RiskEngine; +using YLErp.Modules.RiskEngine.Dto; + +namespace YLErp.Web.Controllers +{ + [Route("risk-engine")] + public class RiskRuleController : BaseController + { + private readonly IYcLogger _logger = LogFactory.GetLogger("RiskRuleController"); + + #region Rule Management + + [HttpGet("risk-rules")] + [MyAuthorize("风控规则查看")] + public JsonResult QueryRiskRules(QueryRiskRuleReq req) + { + try + { + var service = new RiskRuleService(CurUser); + var result = service.QueryRuleList(req); + return Json(new { success = true, data = result }); + } + catch (ServiceException ex) + { + return Json(new { success = false, message = ex.Message }); + } + catch (Exception ex) + { + _logger.Error(ex, "查询风控规则列表"); + return Json(new { success = false, message = "系统异常，请联系管理员" }); + } + } + + [HttpGet("risk-rules/{id}")] + [MyAuthorize("风控规则查看")] + public JsonResult GetRiskRule(long id) + { + try + { + var service = new RiskRuleService(CurUser); + var result = service.GetRuleDetail(id); + return Json(new { success = true, data = result }); + } + catch (ServiceException ex) + { + return Json(new { success = false, message = ex.Message }); + } + catch (Exception ex) + { + _logger.Error(ex, "查询风控规则详情"); + return Json(new { success = false, message = "系统异常，请联系管理员" }); + } + } + + [HttpGet("risk-rules/{id}/versions")] + [MyAuthorize("风控规则查看")] + public JsonResult GetRiskRuleVersions(long id) + { + try + { + var service = new RiskRuleService(CurUser); + var result = service.GetRuleVersions(id); + return Json(new { success = true, data = result }); + } + catch (ServiceException ex) + { + return Json(new { success = false, message = ex.Message }); + } + catch (Exception ex) + { + _logger.Error(ex, "查询风控规则版本历史"); + return Json(new { success = false, message = "系统异常，请联系管理员" }); + } + } + + [HttpPost("risk-rules")] + [MyAuthorize("风控规则新增")] + public JsonResult CreateRiskRule([FromBody] CreateRiskRuleReq req) + { + try + { + var service = new RiskRuleService(CurUser); + var result = service.CreateRule(req); + return Json(new { success = true, data = result }); + } + catch (ServiceException ex) + { + return Json(new { success = false, message = ex.Message }); + } + catch (Exception ex) + { + _logger.Error(ex, "创建风控规则"); + return Json(new { success = false, message = "系统异常，请联系管理员" }); + } + } + + [HttpPut("risk-rules/{id}")] + [MyAuthorize("风控规则编辑")] + public JsonResult UpdateRiskRule(long id, [FromBody] UpdateRiskRuleReq req) + { + try + { + var service = new RiskRuleService(CurUser); + var result = service.UpdateRule(id, req); + return Json(new { success = true, data = result }); + } + catch (ServiceException ex) + { + return Json(new { success = false, message = ex.Message }); + } + catch (Exception ex) + { + _logger.Error(ex, "更新风控规则"); + return Json(new { success = false, message = "系统异常，请联系管理员" }); + } + } + + [HttpDelete("risk-rules/{id}")] + [MyAuthorize("风控规则删除")] + public JsonResult DeleteRiskRule(long id) + { + try + { + var service = new RiskRuleService(CurUser); + service.DeleteRule(id); + return Json(new { success = true }); + } + catch (ServiceException ex) + { + return Json(new { success = false, message = ex.Message }); + } + catch (Exception ex) + { + _logger.Error(ex, "删除风控规则"); + return Json(new { success = false, message = "系统异常，请联系管理员" }); + } + } + + [HttpDelete("risk-rules/batch")] + [MyAuthorize("风控规则删除")] + public JsonResult BatchDeleteRiskRules([FromBody] List ids) + { + try + { + var service = new RiskRuleService(CurUser); + var result = service.BatchDeleteRules(ids); + return Json(new { success = true, data = result }); + } + catch (ServiceException ex) + { + return Json(new { success = false, message = ex.Message }); + } + catch (Exception ex) + { + _logger.Error(ex, "批量删除风控规则"); + return Json(new { success = false, message = "系统异常，请联系管理员" }); + } + } + + [HttpPost("risk-rules/{id}/enable")] + [MyAuthorize("风控规则启停")] + public JsonResult EnableRiskRule(long id) + { + try + { + var service = new RiskRuleService(CurUser); + service.EnableRule(id); + return Json(new { success = true }); + } + catch (ServiceException ex) + { + return Json(new { success = false, message = ex.Message }); + } + catch (Exception ex) + { + _logger.Error(ex, "启用风控规则"); + return Json(new { success = false, message = "系统异常，请联系管理员" }); + } + } + + [HttpPost("risk-rules/{id}/disable")] + [MyAuthorize("风控规则启停")] + public JsonResult DisableRiskRule(long id) + { + try + { + var service = new RiskRuleService(CurUser); + service.DisableRule(id); + return Json(new { success = true }); + } + catch (ServiceException ex) + { + return Json(new { success = false, message = ex.Message }); + } + catch (Exception ex) + { + _logger.Error(ex, "停用风控规则"); + return Json(new { success = false, message = "系统异常，请联系管理员" }); + } + } + + [HttpGet("risk-rules/{id}/applications")] + [MyAuthorize("风控规则查看")] + public JsonResult GetRuleApplications(long id) + { + try + { + var service = new RiskRuleService(CurUser); + var result = service.GetRuleApplications(id); + return Json(new { success = true, data = result }); + } + catch (ServiceException ex) + { + return Json(new { success = false, message = ex.Message }); + } + catch (Exception ex) + { + _logger.Error(ex, "查询规则关联应用列表"); + return Json(new { success = false, message = "系统异常，请联系管理员" }); + } + } + + #endregion + + #region Application Management + + [HttpGet("risk-applications")] + [MyAuthorize("风控应用查看")] + public JsonResult QueryRiskApplications(QueryRiskApplicationReq req) + { + try + { + var service = new RiskRuleService(CurUser); + var result = service.QueryApplicationList(req); + return Json(new { success = true, data = result }); + } + catch (ServiceException ex) + { + return Json(new { success = false, message = ex.Message }); + } + catch (Exception ex) + { + _logger.Error(ex, "查询应用配置列表"); + return Json(new { success = false, message = "系统异常，请联系管理员" }); + } + } + + [HttpGet("risk-applications/{id}")] + [MyAuthorize("风控应用查看")] + public JsonResult GetRiskApplication(long id) + { + try + { + var service = new RiskRuleService(CurUser); + var result = service.GetApplicationDetail(id); + return Json(new { success = true, data = result }); + } + catch (ServiceException ex) + { + return Json(new { success = false, message = ex.Message }); + } + catch (Exception ex) + { + _logger.Error(ex, "查询应用配置详情"); + return Json(new { success = false, message = "系统异常，请联系管理员" }); + } + } + + [HttpPost("risk-applications")] + [MyAuthorize("风控应用新增")] + public JsonResult CreateRiskApplication([FromBody] CreateRiskApplicationReq req) + { + try + { + var service = new RiskRuleService(CurUser); + var result = service.CreateApplication(req); + return Json(new { success = true, data = result }); + } + catch (ServiceException ex) + { + return Json(new { success = false, message = ex.Message }); + } + catch (Exception ex) + { + _logger.Error(ex, "创建应用配置"); + return Json(new { success = false, message = "系统异常，请联系管理员" }); + } + } + + [HttpPut("risk-applications/{id}")] + [MyAuthorize("风控应用编辑")] + public JsonResult UpdateRiskApplication(long id, [FromBody] UpdateRiskApplicationReq req) + { + try + { + var service = new RiskRuleService(CurUser); + var result = service.UpdateApplication(id, req); + return Json(new { success = true, data = result }); + } + catch (ServiceException ex) + { + return Json(new { success = false, message = ex.Message }); + } + catch (Exception ex) + { + _logger.Error(ex, "更新应用配置"); + return Json(new { success = false, message = "系统异常，请联系管理员" }); + } + } + + [HttpDelete("risk-applications/{id}")] + [MyAuthorize("风控应用删除")] + public JsonResult DeleteRiskApplication(long id) + { + try + { + var service = new RiskRuleService(CurUser); + service.DeleteApplication(id); + return Json(new { success = true }); + } + catch (ServiceException ex) + { + return Json(new { success = false, message = ex.Message }); + } + catch (Exception ex) + { + _logger.Error(ex, "删除应用配置"); + return Json(new { success = false, message = "系统异常，请联系管理员" }); + } + } + + [HttpPost("risk-applications/{id}/enable")] + [MyAuthorize("风控应用启停")] + public JsonResult EnableRiskApplication(long id) + { + try + { + var service = new RiskRuleService(CurUser); + service.EnableApplication(id); + return Json(new { success = true }); + } + catch (ServiceException ex) + { + return Json(new { success = false, message = ex.Message }); + } + catch (Exception ex) + { + _logger.Error(ex, "启用应用配置"); + return Json(new { success = false, message = "系统异常，请联系管理员" }); + } + } + + [HttpPost("risk-applications/{id}/disable")] + [MyAuthorize("风控应用启停")] + public JsonResult DisableRiskApplication(long id) + { + try + { + var service = new RiskRuleService(CurUser); + service.DisableApplication(id); + return Json(new { success = true }); + } + catch (ServiceException ex) + { + return Json(new { success = false, message = ex.Message }); + } + catch (Exception ex) + { + _logger.Error(ex, "停用应用配置"); + return Json(new { success = false, message = "系统异常，请联系管理员" }); + } + } + + [HttpPost("risk-applications/batch-enable")] + [MyAuthorize("风控应用启停")] + public JsonResult BatchEnableRiskApplications([FromBody] List ids) + { + try + { + var service = new RiskRuleService(CurUser); + var result = service.BatchEnableApplications(ids); + return Json(new { success = true, data = result }); + } + catch (ServiceException ex) + { + return Json(new { success = false, message = ex.Message }); + } + catch (Exception ex) + { + _logger.Error(ex, "批量启用应用配置"); + return Json(new { success = false, message = "系统异常，请联系管理员" }); + } + } + + [HttpPost("risk-applications/batch-disable")] + [MyAuthorize("风控应用启停")] + public JsonResult BatchDisableRiskApplications([FromBody] List ids) + { + try + { + var service = new RiskRuleService(CurUser); + var result = service.BatchDisableApplications(ids); + return Json(new { success = true, data = result }); + } + catch (ServiceException ex) + { + return Json(new { success = false, message = ex.Message }); + } + catch (Exception ex) + { + _logger.Error(ex, "批量停用应用配置"); + return Json(new { success = false, message = "系统异常，请联系管理员" }); + } + } + + #endregion + + #region Variable Management + + [HttpGet("risk-variables")] + [MyAuthorize("风控变量查看")] + public JsonResult QueryRiskVariables(QueryRiskVariableReq req) + { + try + { + var service = new RiskRuleService(CurUser); + var result = service.QueryVariableList(req); + return Json(new { success = true, data = result }); + } + catch (ServiceException ex) + { + return Json(new { success = false, message = ex.Message }); + } + catch (Exception ex) + { + _logger.Error(ex, "查询变量列表"); + return Json(new { success = false, message = "系统异常，请联系管理员" }); + } + } + + [HttpGet("risk-variables/{id}")] + [MyAuthorize("风控变量查看")] + public JsonResult GetRiskVariable(long id) + { + try + { + var service = new RiskRuleService(CurUser); + var result = service.GetVariableDetail(id); + return Json(new { success = true, data = result }); + } + catch (ServiceException ex) + { + return Json(new { success = false, message = ex.Message }); + } + catch (Exception ex) + { + _logger.Error(ex, "查询变量详情"); + return Json(new { success = false, message = "系统异常，请联系管理员" }); + } + } + + [HttpGet("risk-variables/list")] + [MyAuthorize("风控变量查看")] + public JsonResult GetAllRiskVariables() + { + try + { + var service = new RiskRuleService(CurUser); + var result = service.GetAllVariableList(); + return Json(new { success = true, data = result }); + } + catch (ServiceException ex) + { + return Json(new { success = false, message = ex.Message }); + } + catch (Exception ex) + { + _logger.Error(ex, "查询全部变量列表"); + return Json(new { success = false, message = "系统异常，请联系管理员" }); + } + } + + [HttpPost("risk-variables")] + [MyAuthorize("风控变量新增")] + public JsonResult CreateRiskVariable([FromBody] CreateRiskVariableReq req) + { + try + { + var service = new RiskRuleService(CurUser); + var result = service.CreateVariable(req); + return Json(new { success = true, data = result }); + } + catch (ServiceException ex) + { + return Json(new { success = false, message = ex.Message }); + } + catch (Exception ex) + { + _logger.Error(ex, "创建变量"); + return Json(new { success = false, message = "系统异常，请联系管理员" }); + } + } + + [HttpPut("risk-variables/{id}")] + [MyAuthorize("风控变量编辑")] + public JsonResult UpdateRiskVariable(long id, [FromBody] UpdateRiskVariableReq req) + { + try + { + var service = new RiskRuleService(CurUser); + var result = service.UpdateVariable(id, req); + return Json(new { success = true, data = result }); + } + catch (ServiceException ex) + { + return Json(new { success = false, message = ex.Message }); + } + catch (Exception ex) + { + _logger.Error(ex, "更新变量"); + return Json(new { success = false, message = "系统异常，请联系管理员" }); + } + } + + [HttpDelete("risk-variables/{id}")] + [MyAuthorize("风控变量删除")] + public JsonResult DeleteRiskVariable(long id) + { + try + { + var service = new RiskRuleService(CurUser); + service.DeleteVariable(id); + return Json(new { success = true }); + } + catch (ServiceException ex) + { + return Json(new { success = false, message = ex.Message }); + } + catch (Exception ex) + { + _logger.Error(ex, "删除变量"); + return Json(new { success = false, message = "系统异常，请联系管理员" }); + } + } + + #endregion + + #region Audit Log + + [HttpGet("risk-audit-logs")] + [MyAuthorize("风控日志查看")] + public JsonResult QueryRiskAuditLogs(QueryRiskAuditLogReq req) + { + try + { + var service = new RiskRuleService(CurUser); + var result = service.QueryAuditLogs(req); + return Json(new { success = true, data = result }); + } + catch (ServiceException ex) + { + return Json(new { success = false, message = ex.Message }); + } + catch (Exception ex) + { + _logger.Error(ex, "查询风控操作日志列表"); + return Json(new { success = false, message = "系统异常，请联系管理员" }); + } + } + + [HttpGet("risk-audit-logs/{id}")] + [MyAuthorize("风控日志查看")] + public JsonResult GetRiskAuditLogDetail(long id) + { + try + { + var service = new RiskRuleService(CurUser); + var result = service.GetAuditLogDetail(id); + return Json(new { success = true, data = result }); + } + catch (ServiceException ex) + { + return Json(new { success = false, message = ex.Message }); + } + catch (Exception ex) + { + _logger.Error(ex, "查询风控操作日志详情"); + return Json(new { success = false, message = "系统异常，请联系管理员" }); + } + } + + [HttpGet("risk-audit-logs/export")] + [MyAuthorize("风控日志导出")] + public IActionResult ExportRiskAuditLogs(QueryRiskAuditLogReq req) + { + try + { + var service = new RiskRuleService(CurUser); + var bytes = service.ExportAuditLogs(req); + return File(bytes, "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet", "风控操作日志.xlsx"); + } + catch (ServiceException ex) + { + return Json(new { success = false, message = ex.Message }); + } + catch (Exception ex) + { + _logger.Error(ex, "导出风控操作日志"); + return Json(new { success = false, message = "系统异常，请联系管理员" }); + } + } + + #endregion + } +} diff --git a/YLErpWeb/appsettings.dev.json b/YLErpWeb/appsettings.dev.json index 378136e1..f53778f2 100644 --- a/YLErpWeb/appsettings.dev.json +++ b/YLErpWeb/appsettings.dev.json @@ -7,15 +7,15 @@ }, "AllowedHosts": "*", "ConnectionStrings": { - "ylcms": "server=192.168.2.96;uid=DBAdmin;pooling=true;port=3306;pwd=YieldChain$$2025;database=glms_yltrs_ylcms;charset=utf8;Allow User Variables=True;SslMode=none;Connection Timeout=30;IgnoreCommandTransaction=true;", - "yladmin": "server=192.168.2.96;uid=DBAdmin;pooling=true;port=3306;pwd=YieldChain$$2025;database=glms_yltrs_admin;charset=utf8;Allow User Variables=True;SslMode=none;Connection Timeout=30;IgnoreCommandTransaction=true;", - "ylclient": "server=192.168.2.96;uid=DBAdmin;pooling=true;port=3306;pwd=YieldChain$$2025;database=glms_yltrs_client;charset=utf8;Allow User Variables=True;SslMode=none;Connection Timeout=30;IgnoreCommandTransaction=true;", - "bondoms": "server=192.168.2.96;uid=DBAdmin;pooling=true;port=3306;pwd=YieldChain$$2025;database=glms_bond_oms;charset=utf8;Allow User Variables=True;SslMode=none;Connection Timeout=30;IgnoreCommandTransaction=true;" + "ylcms": "server=10.250.202.35;uid=onederiv@OneDeriv#wx_dtpp_test;pooling=true;port=2883;pwd=Onederiv@2026;database=yltrs_ylcms;charset=utf8;Allow User Variables=True;SslMode=none;Connection Timeout=30;IgnoreCommandTransaction=true;", + "yladmin": "server=10.250.202.35;uid=onederiv@OneDeriv#wx_dtpp_test;pooling=true;port=2883;pwd=Onederiv@2026;database=yltrs_admin;charset=utf8;Allow User Variables=True;SslMode=none;Connection Timeout=30;IgnoreCommandTransaction=true;", + "ylclient": "server=10.250.202.35;uid=onederiv@OneDeriv#wx_dtpp_test;pooling=true;port=2883;pwd=Onederiv@2026;database=yltrs_client;charset=utf8;Allow User Variables=True;SslMode=none;Connection Timeout=30;IgnoreCommandTransaction=true;", + "bondoms": "server=10.250.202.35;uid=onederiv@OneDeriv#wx_dtpp_test;pooling=true;port=2883;pwd=Onederiv@2026;database=bond_oms;charset=utf8;Allow User Variables=True;SslMode=none;Connection Timeout=30;IgnoreCommandTransaction=true;" }, "AppSettings": { "VirtualPathRoot": "", "UseRightAligned": "", - "PluginFolder": "D:\\workspace\\glms\\zszq-trs\\Plugins\\YLErp.Plugins.GuoLian\\obj\\Debug\\net6.0" + "PluginFolder": "D:\\workspace\\onederiv\\trs\\Plugins\\YLErp.Plugins.GuoLian\\obj\\Debug\\net6.0" // 改为本地目录地址 }, "LibreOffice": { "ExePath": "", @@ -75,12 +75,15 @@ "SendKafakaCron": "10 0 * * *", "MaxThreadPercent": 0.6, //占系统资源最多60%的线程数量 "oa_confg": { - "BaseUrl": "http://ip:port", - "SubUrl": "", - "UploadUrl": "/api/oa/upload", // OA附件上传接口路径 - "SystemToken": "your-system-token", // OA系统鉴权Token - "SystemName": "OTC_TRADE", // 调用方系统标识 - "IsNextFlow": 0 + "BaseUrl": "http://10.250.202.40:13590", + "SubUrl": "/gateway/oaflow/createOaFlow", + "QueryUrl": "/gateway/oaflow/getRequestData", + "DownloadFileUrl": "/gateway/oaflow/downloadSingleFile", + "SystemToken": "QIkox8sv3rVLtiT1wmI4Dp8wSjX9D84Glkp121vRino9fLobWnDiy8ppmqJcv1676TYuxZsGrYelx0whRCMaPyums2VnzIYrpqCFf5tyc3/x22Elf25xgRmd5pH8tLcnPuVOjMrUf0GsoytQCGFkhnrPajhsKq/mSwYQ4OA=", //OA系统key + "SystemName": "onederiv", + "IsNextFlow": 1, //是否自动提交 默认0 + "FlowId": 779115, + "UploadUrl": "http://10.250.202.40:13590/gateway/oaflow/uploadDoc" }, "GeneralSSO": { "enable": true, //是否启用通用SSO登录