@model Client @using EnumHelper = System.Web.Mvc.Html.EnumHelper @{ ViewBag.Title = "客户信息|编辑"; Layout = "~/Views/Shared/_InfoLayout.cshtml"; var dicNames = new[] { "协议签署版本", "行业", "期望收益", "投资经验", "适当性客户分类", PS.Config.Is中财 ? "投资知识" : "风险偏好" }; var yldic = DictionaryBLL.GetDictionary(dicNames); var isClientEdit = CurUser.客户管理.客户修改 || CurUser.客户管理.客户新增 && Model.id == 0; var pageObj = new { id = Model.id, EncryptId = Model.EncryptId, IsNew = Model.id == 0, ProcessStatus = Model.ProcessStatus, ClientApprovalProcessCount = ViewBag.ClientApprovalProcessCount, IsShenWan = YLErp.PS.Config.Is申万, TabEditId = ViewBag.TabEditId, IsProduct = (Model.ClientType == ClientTypeEnum.产品.ToString()), IsSecuritiesEnvironment = PS.Config.ErpElement.SecuritiesEnvironment, IsHaiTong = YLErp.PS.Config.Is海通, IsZhongCai = YLErp.PS.Config.Company == CompanyEnum.中财资本, ActualSubject = (Model.MetaDic.TryGetValue("同一主体", out var temp) ? temp : "").Split(new[] { ',' }, StringSplitOptions.RemoveEmptyEntries), }; var maxRequestLength = PS.Config.UploadFileSizeLimit; var tradingInstType = (int)Model.TradingInstType; var ProtocolSignVersionItems = yldic.GetList("协议签署版本", false); if (PS.Config.Company == CompanyEnum.海通 && Model.id == 0 && ProtocolSignVersionItems.Any(n => n.Value == "SAC2014版")) { Model.ProtocolSignVersion = "SAC2014版"; } } @section CSS{ } @section JS{ }
@if (isClientEdit) { @MyControls.Btn("保存", "saveclient()") } @MyControls.Btn("提交开户审批", "submitProcess();", "", "submitProcessBtn") @if (Model.id > 0) { @MyControls.Btn("操作历史", "ClientOperationHistory()") } @MyControls.Btn("关闭", " window.parent.reloadclient();layer.closeMe();") @if (PS.Config.ErpElement.HasClientSide && CurUser.客户管理.客户端密码设置) { if (Model.id > 0 && string.IsNullOrEmpty(Model.Guid)) { @MyControls.Btn("初始化密码", "resetPassword();") } else if (Model.id > 0 && !string.IsNullOrEmpty(Model.Guid)) { @MyControls.Btn("重置密码", "resetPassword();") } } @MyControls.Btn("流程清单检查", "openclientfileaudit()")
@Html.HiddenFor(model => model.id)
1
基本信息
2
投资风险调查
3
适当性管理
4
银行卡信息
5
文件管理
6
人员信息
@using (Html.BeginForm("clientEdit", "client", FormMethod.Post, new { id = "clientEditForm" })) {
@if (Model != null) { }@Html.HiddenFor(m => m.EncryptId) @Html.MyTextFor(m => m.Number, new { @disabled = "disabled" }) @Html.MyDropdownFor1(m => m.ClientType, ClientDataModel.GetAllClientType(), new { @onchange = "changeClientType()" }, "", false, true) @Html.MyTextFor(m => m.ProductNumber) @Html.MyTextFor(m => m.RegisteredCapital) @Html.MyTextFor(m => m.RegisteredAddress) @Html.MyDropdownFor(model => model.SalesDepartmentId, SalesDataModel.GetAllSaleDepartment(), new { }, "", true) @Html.HiddenFor(m => m.SalesDepartment) @if (!YLErp.PS.Config.Is国泰君安) { @Html.MyTextFor(m => m.Code) } @if (PS.Config.ErpElement.HasClientSide) { if (String.IsNullOrWhiteSpace(Model.Guid)) { @Html.MyTextFor(m => m.DefaultLoginName) } else { @Html.MyTextFor(m => m.DefaultLoginName, new { @disabled = "disabled" }, false) } } @Html.MyDropdownFor1(m => m.MarginOptionType, ClientDataModel.GetMarginOptionType(), new { }, "0", false, true) @Html.MyTextFor(m => m.Abbreviation) @Html.MyAceDropdownFor(m => m.ProtocolSignVersion, ProtocolSignVersionItems, null, false) @Html.MyTextFor(m => m.AdminFullName) @Html.MyTextFor(m => m.CounterpartyCode) @if (YLErp.PS.Config.Is方顿) { @Html.MyDropdownFor1(m => m.RuleT0orT1, ClientDataModel.GetAllRuleT0orT1(), new { }, "T0", false, true) } @Html.MyDropdownFor1(m => m.IsListed, ClientDataModel.GetYesOrNo(), new { }, "", false, true) @Html.MyTextFor(m => m.Seat) @if (YLErp.PS.Config.Company == CompanyEnum.中金) { @Html.MyTextFor(m => m.MainProtocolCode) @Html.MyTextFor(m => m.ProductName) }
@Html.MyTextFor(m => m.Name, true)
@Html.MyDropdownFor1(m => m.InstitutionalAttributes, ClientDataModel.GetAllInstitutionalAttributes(), new { }, PS.Config.Is申万 ? InstitutionalAttributesEnum.有限责任公司.ToString() : InstitutionalAttributesEnum.民营.ToString(), false, true)
@Html.MyDropdownFor1(m => m.LicenseType, ClientDataModel.GetAllLicenseType(), new { }, "", false, true) @Html.MyTextFor(m => m.ActualController) @Html.MyTextFor(m => m.PostalAddress) @if (YLErp.PS.Config.Is伴兴 || YLErp.PS.Config.Is宏源) { @Html.MyDateFor(m => m.ProtocolSignDate, true); } else { @Html.MyDateFor(m => m.ProtocolSignDate) } @Html.MyDateFor(m => m.RightProtocolSignDate) @if (AppHelper.UseFutureVersion("销售提成", "V2")) { @Html.MyAceDropdownFor(m => m.Seller, SalesDataModel.GetSalesmen()) } else { @Html.MyTextFor(m => m.Seller) } @if (YLErp.PS.Config.Is申万) { @Html.MyDropdownFor(m => m.InvestorType, ClientDataModel.GetAllInvestorType(), new { }, "", false, true, false) } @Html.MyDropdownFor1(m => m.SamePeer, EnumHelper.GetSelectList(typeof(SamePeerEnum)), new { }, SamePeerEnum.NotSamePeer.GetHashCode().ToString(), false, true) @Html.MyTextFor(m => m.AdminRegisteredNum) @Html.MyTextFor(m => m.NFICode) @Html.MyDropdownFor1(m => m.AccessRule, EnumHelper.GetSelectList(typeof(AccessRuleEnum)), new { }, AccessRuleEnum.BothAccess.GetHashCode().ToString(), false, true) @Html.MyDropdownFor1(m => m.IsInsided, ClientDataModel.GetYesOrNo(), new { }, "", false, true) @Html.MyDropdownFor1(m => m.BoundSide, EnumHelper.GetSelectList(typeof(BoundSideEnum)), new { }, BoundSideEnum.南向.GetHashCode().ToString(), false, true) @if (YLErp.PS.Config.Company == CompanyEnum.中金) { @Html.MyTextFor(m => m.AgreementBookNo) @Html.MyTextFor(m => m.SupProtocolCode) }
@Html.MyDropdownFor(m => m.LevelId, ClientDataModel.GetAllclientlevel(Model.LevelId ?? 0), new { @onchange = "changeLevel()" }, "", false, true, false) @Html.HiddenFor(m => m.Level) @Html.MyDropdownFor(m => m.BusinessType, yldic.GetList("行业", false), new { @onchange = "changeBusinessType()" }, "", true) @Html.HiddenFor(m => m.CustomerNature) @Html.MyTextFor(m => m.CustomerNature1, new { @disabled = "disabled" }) @Html.MyTextFor(m => m.CustomerNature2, new { @disabled = "disabled" }) @Html.MyTextFor(m => m.LicenseCode) @Html.MyTextFor(m => m.ActualBeneficiary) @Html.MyTextFor(m => m.Region) @if (YLErp.PS.Config.Is格林大华) { @Html.MyTextFor(model => model.CustomerManager) } else { @Html.MyDropdownFor(model => model.CustomerManagerId, ClientDataModel.GetAllCustomerManager(), new { }, "", true, true, false) } @if (PS.Config.ClientElement.IsCreditLimit) { @Html.MyDropdownFor1(m => m.IsCreditOn, ClientDataModel.GetYesOrNo(), new { }, "1", false, true) } else { @Html.MyDropdownFor1(m => m.IsTradeCredit, ClientDataModel.GetYesOrNo(), new { }, "1", false, true) } @Html.MyDropdownFor(m => m.ParentId, ClientDataModel.GetAllOpenaccountClient(Model.ParentId,Model.id), new { }, "", true, true) @Html.MyDropdownFor1(m => m.IsDocShowParentName, ClientDataModel.GetYesOrNo(), new { }, "", false, true) @Html.MyDropdownFor1(m => m.ConfirmBookMode, new List() { new SelectListItem() { Text = "双章版", Value = "双章版" }, new SelectListItem() { Text = "单章版", Value = "单章版" } }, new { }, "双章版", true, true) @Html.MyDropdownFor1(m => m.SettlementCurrency,YLErp.Web.Controllers.CurrencyController.getList(), new { }, "", false, true) @Html.MyDropdownFor1(m => m.AgreementBookType, new List() { new SelectListItem() { Text = "单向", Value = "true" }, new SelectListItem() { Text = "双向", Value = "false" } }, new { }, appendBlank: false) @Html.MyDropdownFor1(m => m.ClearingAgency, ClientDataModel.GetClearingAgency(), new { }, "", false, true)
@Html.MyTextFor(m => m.FinancialSituation) @Html.MyDropdownFor1(m => m.InvestmentExperience, yldic.GetList("投资经验", false), new { }, "", false, true) @Html.MyDropdownFor1(m => m.RiskPreference, yldic.GetList((PS.Config.Is中财 ? "投资知识" : "风险偏好"), false), new { }, "", false, true) @Html.MyAceDropdownFor(m => m.DerivativesInvestmentVarieties, ClientDataModel.GetAllDerivativesInvestmentVarieties(), null, false)
@Html.MyDropdownFor1(m => m.FundsSource, ClientDataModel.GetAllFundsSource(), new { }, "", false, true) @Html.MyDropdownFor1(m => m.BadFaithRecord, ClientDataModel.GetAllBadFaithRecord(), new { }, "", false, true) @Html.MyTextFor(m => m.AcceptableLoss) @Html.MyAceDropdownFor(m => m.TransactionTarget, ClientDataModel.GetAllTransactionTarget(), "", false)
@Html.MyDropdownFor1(m => m.IsRealControl, ClientDataModel.GetYesOrNoItems(), new { }, "0", false, true) @Html.MyDropdownFor1(m => m.InvestmentTerm, ClientDataModel.GetAllInvestmentTerm(), new { }, ((int)InvestmentTermEnum.partone).ToString(), false, true) @Html.MyDropdownFor1(m => m.ExpectedReturn2, yldic.GetList("期望收益", false), new { }, "", false, true) @Html.MyDropdownFor1(m => m.IsIndustryConnectVariety, ClientDataModel.GetYesOrNoItems(), new { }, "", false, true)
@Html.MyDropdownFor1(m => m.ProperClientClass, yldic.GetList("适当性客户分类", true), new { onchange = "changeTypeValue()" }, "", false, true) @Html.MyDropdownFor1(m => m.AppropriatenessDegree, ClientDataModel.GetAppropriatenessList(), new { onchange = "changeAppropriatenessDegree()" }, appendBlank: false) @Html.MyDateFor(model => model.EvaluateDate, false) @Html.MyDropdownFor1(m => m.IsAssessmentResultChange, ClientDataModel.GetYesOrNo(), new { }, "", false, true)
@Html.MyDropdownFor1(m => m.IsEvaluate, ClientDataModel.GetYesOrNoItems(), new { }, "0", false, true) @Html.MyDropdownFor1(m => m.RiskServiceDegree, ClientDataModel.GetRiskServiceDegree(), null, appendBlank: false) @Html.MyDropdownFor1(model => model.EvaluateOfValidity, ClientDataModel.GetEvaluateOfValidity()) @Html.MyTextFor(m => m.ChangeReasonAndEvaluationResults)
@Html.MyDecimalFor(m => m.QuestionnaireScore, new { @placeholder = "请输入数字" }) @Html.MyDropdownFor(m => m.AppropriatenessAssessor, ClientDataModel.GetAppropriatenessAssessor()) @Html.MyDropdownFor1(m => m.IsRequireConversionTypes, ClientDataModel.GetYesOrNo(), new { }, "", false, true) @Html.MyTextFor(m => m.DisbeliefRecord)
银行卡列表
@MyControls.Btn("新建银行卡", "createbankcard();")
@Html.MyAceDropdownInput("fileTypeForSearch", "文件类型:", ClientDataModel.getFileTypes())
@Html.ShortInput("fileNameForSearch", "文件名:")
@Html.SearchDate("fileDate", "日期:")
@MyControls.Btn("查询", "refreshClientFiles()") @MyControls.Btn("上传", "Upload()")
0%

文件列表
客户人员信息
@MyControls.Btn("新增人员", "createclientduty();")
@await Html.PartialAsync("/Views/Common/_importFiles.cshtml", new ImportFileModel() { Title = "上传客户文件", Accept = ".*", Buttons = new Dictionary() { ["上传"] = new BtnReq() { Id = "submitBtn" } }, }) }