tengyufan
8afd449c40
- 黑名单新增、删除、批量导入、批量移出在配置审批节点后，审批通过才生效 - 新增黑名单待提交后可提交审批；仅首节点未审批时可撤回，进入后续节点禁止撤回 - 增加黑名单审批列表、审批弹窗、审批操作日志及状态筛选 - 支持审批配置中的“黑名单审批”流程及对应菜单、模块权限、操作权限 - 黑名单审批中禁止同名记录覆盖备注；已在黑名单中的同名导入会明确提示本次将修改备注 - 未配置审批节点时保持原有直接生效行为 - 增加黑名单审批状态机单测，39/39 通过 - 修正撤回全部失败时仍提示“撤回审批成功”的问题
262 lines
12 KiB
C#
262 lines
12 KiB
C#
using BaseOUDAL;
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using DocumentFormat.OpenXml.Spreadsheet;
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using Qdp.Pricing.Library.Base.Utilities;
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using YLErp.BLL;
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using YLErp.CustomizedBizLogic;
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using YLErp.Model.Enum;
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namespace YLErp.Modules.ClientModule
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{
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/// <summary>
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/// 客户审核流程服务
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/// </summary>
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public class ClientProcessService : ClientBaseService
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{
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public ClientProcessService(OptUserInfo userInfo) : base(userInfo)
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{
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}
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public ClientProcessService(BaseService<ClientDBContext> baseService) : base(baseService)
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{
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}
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/// <summary>
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/// 提交审批
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/// </summary>
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public string SubmitProcess(int clientId, out Client client)
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{
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try
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{
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client = DbContext.client.FirstOrDefault(s => s.id == clientId);
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var bankcardService = new ClientBankCardService(OptUser);
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if (client == null)
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{
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throw new ServiceException("请先保存用户基本信息");
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}
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CheckModel(client);
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if (PS.Config.IsGuoJun && client.SupProtocolDate == null && client.ConfirmBookMode == "单章版")
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{
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client.SupProtocolDate = client.ProtocolSignDate;
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}
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//未设置流程 直接设置成开户状态
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var openProcess = yldb.approvalprocess.Where(s => s.processType == "OpenProcess").ToList();
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if (openProcess.Count == 0)
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{
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client.ProcessStatus = "已开户";
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client.ProcessOrderId = -2;
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client.ProcessOptDate = DateTime.Now;
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if (string.IsNullOrEmpty(client.Number))
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{
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BizLogicSingleton.Instance.GenerateClientCode(client, DbContext.client);
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}
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//每一个成功开户的客户（即首次从【开户管理】转到【客户列表】），系统会自动在【资信等级】页面对该客户留下第一条“资信等级”记录，
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//但是具体等级是什么，适用期限（生效日期、到期日期）是什么，都空着，待风控人员来填写；
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if (!DbContext.Client_Rating.Any(x => !x.IsDeleted && x.ClientId == clientId))
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{
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var emptyRating = new ClientRating
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{
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ClientId = client.id,
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ClientName = client.Name,
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ClientNumber = client.Number,
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Comments = "开户成功生成",
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OptId = UserId,
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OptName = UserName,
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OptDate = DateTime.Now,
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RatingStartDate = valuedateBLL.ValueDate
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};
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emptyRating.RatingDeadLine = emptyRating.RatingStartDate.Value.AddYears(99);
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var defaultRating = DbContext.credit_rating.Where(x => x.ValidState == "Valid").FirstOrDefault();
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emptyRating.CreditRatingId = defaultRating?.id ?? 0;
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emptyRating.CreditRatingStr = defaultRating?.CreditName;
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emptyRating.ProcessStatus = "未审批";
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emptyRating.ProcessOrderId = 0;
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emptyRating.ProcessOptDate = DateTime.Now;
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DbContext.Client_Rating.Add(emptyRating);
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yldb.SaveChanges();
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}
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bankcardService.SetBankCardValidStateWhenClientReEnable((int)client.id, DbContext);
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DbContext.SaveChanges();
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return "已开户";
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}
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if (client.ProcessStatus == "已开户")
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{
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throw new ServiceException("已开户，无需再次提交");
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}
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if (client.ApprovalStatus == "审批中")
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{
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throw new ServiceException("正在审批中");
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}
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var oldApprovalStatus = client.ApprovalStatus;
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var groupId = UserBLL.GetApprovalProcessGroup(UserId);
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bool approvalBranch = openProcess.Any(x => x.approvalGroupId != 0);//审批流程有分支情况
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client.ProcessOrderBranch = 0;
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client.ApprovalOrderId = ProcessTradeLog.审批中;
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client.ApprovalStatus = "审批中";
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client.ApprovalOptDate = DateTime.Now;
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client.ProcessOrderId = -1;
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client.ProcessStatus = client.ProcessStatus == "未提交" ? "未开户" : client.ProcessStatus;
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client.ProcessOptDate = DateTime.Now;
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if (approvalBranch)//审批流程有分支情况
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{
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//该审批组属于流程的审批组或该审批组不属于流程审批组
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var tradeProessBranchQuery = openProcess.FirstOrDefault(x => (x.approvalGroupId == groupId && x.approvalCondition == 1) || (x.approvalGroupId != groupId && x.approvalCondition == 2));
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if (tradeProessBranchQuery == null)//都没有情况
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{
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throw new ServiceException("当前存在分支开户审批流程，检测到申请人不满足任意一个分支进入条件，无法提交审批，请更换申请人或调整审批组");
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}
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client.ApprovalOrderId = tradeProessBranchQuery.order > 1 ? 1 : tradeProessBranchQuery.order + 1;//第一个节点是分支需要跳过审批组那一级
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client.ProcessOrderBranch = tradeProessBranchQuery.node ?? 1;//审批组分支
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}
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var clientauditlog = new ClientAuditLog
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{
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ClientId = client.id,
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OptType = oldApprovalStatus == "已拒绝" ? "重新提交开户审批" : "提交开户审批",
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Changes = string.Empty,
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DataType = "00",
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OptId = UserId,
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OptName = UserName,
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OptDate = DateTime.Now
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};
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DbContext.ClientAuditLog.Add(clientauditlog);
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DbContext.SaveChanges();
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client.ApprovalLogId = clientauditlog.id;
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DbContext.SaveChanges();
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if (oldApprovalStatus == "已拒绝")
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{
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return "已重新提交审批";
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}
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bankcardService.SetBankCardValidStateWhenClientReEnable((int)client.id, DbContext);
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DbContext.SaveChanges();
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return "已提交，正在审批中";
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}
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catch (Exception ex)
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{
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LogFactory.GetLogger<ClientProcessService>().Error("提交开户审批", ex);
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throw new ServiceException("异常 提交开户审批失败:" + ex.Message);
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}
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}
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private void CheckModel(Client req)
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{
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if (string.IsNullOrWhiteSpace(req.Name))
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{
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throw new ServiceException("客户名称 必须填写");
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}
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if (DbContext.client_black.Any(c => c.Name == req.Name && ClientBlackApprovalPolicy.EffectiveStates.Contains(c.State)))
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{
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throw new ServiceException("该客户为黑名单客户，无法进行下一步操作");
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}
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if (DbContext.client.Any(c => c.id != req.id && c.Name == req.Name && (c.ProcessStatus == "已开户" || c.ApprovalStatus == "审批中" || c.ProcessStatus == "已休眠")))
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{
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throw new ServiceException("客户名称不能重复");
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}
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//if (string.IsNullOrWhiteSpace(req.LicenseCode))
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//{
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// throw new ServiceException("证照编号 必须填写");
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//}
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//if (!string.IsNullOrWhiteSpace(req.LicenseCode) && !CheckLicenseCode(req.LicenseCode) && req.LicenseType == LicenseTypeEnum.营业执照.ToString())
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//{
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// throw new ServiceException("证照编号 不合法");
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//}
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if (DbContext.client.Any(x => x.id != req.id && x.Number == req.Number && !string.IsNullOrEmpty(req.Number)))
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{
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throw new ServiceException("客户编号不能重复");
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}
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if (!PS.Config.Is国泰君安 && PS.Config.ComponentVersion == Configuration.ComponentVersion.Broker)
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{
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if (DbContext.client.Any(x => x.id != req.id && x.Code == req.Code && !string.IsNullOrEmpty(req.Code)))
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{
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throw new ServiceException("客户代码不能重复");
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}
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}
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if (DbContext.client.Any(x => x.id != req.id && x.DefaultLoginName == req.DefaultLoginName && !string.IsNullOrEmpty(req.DefaultLoginName)))
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{
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throw new ServiceException("默认登录名不能重复");
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}
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if (req.id == 0)
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{
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return;
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}
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if (req.ParentId > 0 && Treeleveldata(req.id).Any(c => c.id == req.ParentId))
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{
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throw new ServiceException("所属机构不能选择下一层");
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}
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//存在已审批或审批中的资质评级
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if (PS.Config.ClientElement.IsCreditLimit && req.IsCreditOn != 1 && DbContext.Client_Rating.Where(t => !t.IsDeleted && t.ClientId == req.id
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&& (t.ProcessStatus == "已审批" || t.ProcessStatus == "审批中")
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&& (!t.RatingDeadLine.HasValue || t.RatingDeadLine >= valuedateBLL.ValueDate)).Any())
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{
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throw new ServiceException("存在已审批或审批中的资质评级, 请先处理相关资质评级记录");
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}
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//存在已审批或审批中的授信
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if (PS.Config.ClientElement.IsCreditLimit && req.IsCreditOn != 1 && yldb.credit.Where(t => t.ClientId == req.id && (t.ProcessStatus == "已审批" || t.ProcessStatus == "审批中") && (!t.CreditDeadLine.HasValue || t.CreditDeadLine >= valuedateBLL.ValueDate)).Any())
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{
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throw new ServiceException("存在已审批或审批中的授信, 客户期权费授信不能为否，请先处理相关授信记录");
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}
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//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%
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if (req.ClientType == ClientTypeEnum.产品.ToString() && req.DerivativesInvestmentVarieties.Contains((int)DerivativesInvestmentVarietiesEnum.场外互换 + ""))
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{
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//获取产品投资人
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var hasClientInvestors = DbContext.ClientInvestor.Where(t => t.ClientId == req.id && !"专业投资者".Equals(t.EligibilityType) && t.ShareRate > 0.2);
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if (hasClientInvestors != null && hasClientInvestors.Count() > 0)
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{
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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！");
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}
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}
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}
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private bool CheckLicenseCode(string licenseCode)
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{
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//原来按网上的规则实现了对15位和18位营业执照的检查，后来又客户发现了规则例外，甚至有出现17位
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//的营业执照编号，因此只能先放宽要求
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return licenseCode.Length >= 15 && licenseCode.Length <= 18;
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}
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private List<Client> Treeleveldata(int clientid)
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{
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var resultList = new List<Client>();
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var clientQuery = DataCacheProvider.GetClientDataSource().AsQueryable();
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FoundChildNode(clientQuery, clientid, resultList);
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return resultList;
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}
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private void FoundChildNode(IQueryable<Client> clientQuery, int parentId, List<Client> resultList)
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{
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var childItems = clientQuery.Where(c => c.ParentId == parentId).ToList();
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foreach (var child in childItems)
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{
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resultList.Add(child);
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FoundChildNode(clientQuery, child.id, resultList);
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}
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}
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}
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}
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