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