1047 lines
44 KiB
C#
1047 lines
44 KiB
C#
using BaseOUDAL;
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using Confluent.Kafka;
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using Org.BouncyCastle.Ocsp;
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using Qdp.Pricing.Library.Base.Utilities;
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using System.ComponentModel.DataAnnotations.Schema;
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using System.Text;
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using YieldChain.Helpers;
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using YLErp.BLL;
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using YLErp.CustomizedBizLogic;
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using YLErp.DataBase;
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using YLErp.DBModels;
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using YLErp.DBModels.Attributes;
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using YLErp.DBModels.Enums;
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using YLErp.Helpers;
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using YLErp.Model;
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using YLErp.Model.Enum;
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using YLErp.Models;
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using YLErp.Modules.ClientModule.Constant;
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using YLErp.Modules.EodModule.QueryModule;
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using YLErp.Modules.SwapModule;
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using YLErp.Modules.SystemModule;
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namespace YLErp.Modules.ClientModule
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{
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/// <summary>
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/// 客户信息保存服务
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/// </summary>
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public class ClientSaveService : ClientBaseService
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{
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public ClientSaveService(OptUserInfo userInfo) : base(userInfo)
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{
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}
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public ClientSaveService(ClientBaseService baseService) : base(baseService)
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{
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}
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/// <summary>
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/// 保存客户信息
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/// </summary>
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/// <param name="req"></param>
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/// <param name="updatedPropertyNameSet">被更新的属性名称集合</param>
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/// <param name="blAudit">是否审批</param>
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public Client SaveData(Client req, HashSet<string> updatedPropertyNameSet, out bool blAudit)
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{
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blAudit = false;
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Client dbModel;
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var oldName = string.Empty;
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var isAddNew = req.id == 0;
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var oldRiskServiceDegree = 0;
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var changeList = new List<List<string>>();
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//多选框未选择时未赋值null，TryUpdateModel无法更新，特殊处理
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req.ProtocolSignVersion = req.ProtocolSignVersion;
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req.DerivativesInvestmentVarieties = req.DerivativesInvestmentVarieties;
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req.TransactionTarget = req.TransactionTarget;
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if (req.EvaluateDate != null && req.EvaluateOfValidity != null)
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{
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req.EvaluateExpireDate = ClientLinqExtendService.GetEvaluateDate(req.EvaluateDate, req.EvaluateOfValidity);
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}
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else
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{
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req.EvaluateExpireDate = null;
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}
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if (PS.Config.Is格林大华)
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{
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req.CustomerManager = req.CustomerManager;
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req.CustomerManagerId = "";
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}
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else
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{
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if (!string.IsNullOrEmpty(req.CustomerManagerId))
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{
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if (req.CustomerManagerId.Contains(','))
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{
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var managerNames = new List<string>();
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var CustomerManagerIds = req.CustomerManagerId.Split(',').ToList();
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CustomerManagerIds.ForEach(a =>
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{
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var manager = UserBLL.GetById(Convert.ToInt32(a));
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if (manager != null)
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{
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managerNames.Add(manager.Name);
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}
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});
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req.CustomerManager = managerNames.Any() ? string.Join(",", managerNames) : string.Empty;
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}
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else
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{
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var manager = UserBLL.GetById(Convert.ToInt32(req.CustomerManagerId));
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req.CustomerManager = manager == null ? "" : manager.Name;
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}
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}
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else
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{
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req.CustomerManager = null;
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}
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}
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if ((PS.Config.Company == Configuration.CompanyEnum.浙期 && string.IsNullOrWhiteSpace(req.Number))
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|| (PS.Config.Company == Configuration.CompanyEnum.国投))
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{
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BizLogicSingleton.Instance.GenerateClientCode(req, DbContext.client.AsNoTracking());
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}
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var clientCredit = yldb.credit.Where(x => x.ClientId == req.id).ToList();
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var dbClient = new ClientDBContext();
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if (clientCredit != null && clientCredit.Count > 0)
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{
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clientCredit.ForEach(x =>
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{
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x.ClientName = req.Name;
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if (req.Number != null && string.IsNullOrWhiteSpace(req.Number)) { x.ClientNumber = req.Number; }
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else
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{
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var clientModel = dbClient.client.First(c => c.id == req.id);
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x.ClientNumber = clientModel.Number;
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}
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});
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}
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//当客户属性为自然人/产品时，客户性质为“不适用”
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if (req.ClientType == ClientTypeEnum.自然人.ToString() || req.ClientType == ClientTypeEnum.产品.ToString())
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{
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req.InstitutionalAttributes = "不适用";
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}
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if (req.ClientType != ClientTypeEnum.产品.ToString())
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{
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req.ProductNumber = "";
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req.AdminFullName = "";
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}
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if (!(req.ClientType == ClientTypeEnum.产品.ToString() || (req.ClientType == ClientTypeEnum.机构.ToString() && req.BusinessType == "私募管理人")))
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{
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req.AdminRegisteredNum = "";
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}
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if (req.ClientType == ClientTypeEnum.自然人.ToString())
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{
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req.RegisteredCapital = "";
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req.RegisteredAddress = "";
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}
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if (PS.Config.ClientElement.IsCreditLimit)
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{
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req.IsTradeCredit = 1;
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}
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else
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{
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req.IsCreditOn = 1;
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}
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req.SwapTradeType = req.SwapTradeType ?? 0;
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if (isAddNew)
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{
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req.ProcessStatus = "未提交";
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req.ProcessOrderId = 0;
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req.ProcessOptDate = DateTime.Now;
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SetDBModelCreator(req);
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CheckModel(req, req.Name, isAddNew);
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DbContext.client.Add(dbModel = req);
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}
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else
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{
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dbModel = DbContext.client.Find(req.id);
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if (dbModel == null)
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{
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throw new ServiceException("要更新的数据 已不存在");
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}
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changeList = DataChangeHelper.GetDataChanges(dbModel, req);
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changeList = ClientDataChangeLogHandle.Handle(typeof(Client), changeList);
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var changeRegisteredCapital = changeList.FirstOrDefault(n => n[0] == nameof(Client.RegisteredCapital));
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if (changeRegisteredCapital != null && changeRegisteredCapital.Count > 0)
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{
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if (req.ClientType == "产品")
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{
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changeRegisteredCapital[1] = "产品规模(万元)";
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}
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else
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{
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changeRegisteredCapital[1] = "注册资本(万元)";
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}
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}
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req.ProcessStatus = dbModel.ProcessStatus;
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req.ProcessOrderId = dbModel.ProcessOrderId;
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oldName = dbModel.Name;
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CheckModel(req, oldName, isAddNew);
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oldRiskServiceDegree = dbModel.RiskServiceDegree ?? 0;
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//比较数据库数据和要更新的请求数据以确定是否重置为审批状态
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if (CheckClientProcess(dbModel, req, updatedPropertyNameSet))
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{
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blAudit = true;
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return dbModel;
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}
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ObjectHelper.MapValues(dbModel, req, updatedPropertyNameSet);
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}
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SetDBModelOpt(dbModel);
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DbContext.SaveChanges();
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//修改客户名时，需要同步修改该客户文件管理相关的文件夹名
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//12/23 添加了FilePath,直接使用客户Id就能区分，当文件名仍然存在客户名称，就换成Id作文件名
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if (!isAddNew && oldName != dbModel.Name)
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{
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var blackList = DbContext.client_black.Where(O => O.Name == oldName);
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foreach (var item in blackList)
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{
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item.Name = dbModel.Name;
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}
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var oldClientPath = $"{dbModel.id}_{string.Join("", oldName.Where(O => !System.IO.Path.GetInvalidFileNameChars().Contains(O)))}";
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var newClientPath = $"{dbModel.id}";
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var oldFileSuitablyPath = OtcAppContext.MapPath($"~/App_Docs/ClientFiles/SuitablyFiles/{oldClientPath}");
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var newFileSuitablyPath = OtcAppContext.MapPath($"~/App_Docs/ClientFiles/SuitablyFiles/{newClientPath}");
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var oldFilePath = OtcAppContext.MapPath($"~/App_Docs/ClientFiles/{oldClientPath}");
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var newFilePath = OtcAppContext.MapPath($"~/App_Docs/ClientFiles/{newClientPath}");
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var oldHistoryFilePath = OtcAppContext.MapPath($"~/App_Docs/ClientFiles/{oldClientPath}/history");
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var newHistoryFilePath = OtcAppContext.MapPath($"~/App_Docs/ClientFiles/{newClientPath}/history");
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if (System.IO.Directory.Exists(oldFileSuitablyPath))
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{
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if (!System.IO.Directory.Exists(newFileSuitablyPath))
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{
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System.IO.Directory.Move(oldFileSuitablyPath, newFileSuitablyPath);
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}
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else
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{
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var paths = System.IO.Directory.GetFiles(oldFileSuitablyPath);
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if (paths.Length > 0)
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{
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foreach (var path in paths)
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{
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var newPath = path.Replace(oldFileSuitablyPath, newFileSuitablyPath);
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System.IO.File.Move(path, newPath);
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}
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}
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}
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}
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if (System.IO.Directory.Exists(oldFilePath))
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{
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if (!System.IO.Directory.Exists(newFilePath))
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{
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System.IO.Directory.Move(oldFilePath, newFilePath);
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}
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else
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{
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var paths = System.IO.Directory.GetFiles(oldFilePath);
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if (paths.Length > 0)
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{
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foreach (var path in paths)
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{
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var newPath = path.Replace(oldFilePath, newFilePath);
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System.IO.File.Move(path, newPath);
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}
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}
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}
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}
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if (System.IO.Directory.Exists(oldHistoryFilePath))
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{
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if (!System.IO.Directory.Exists(newHistoryFilePath))
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{
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System.IO.Directory.Move(oldHistoryFilePath, newHistoryFilePath);
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}
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else
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{
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var paths = System.IO.Directory.GetFiles(oldHistoryFilePath);
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if (paths.Length > 0)
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{
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foreach (var path in paths)
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{
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var newPath = path.Replace(oldHistoryFilePath, newHistoryFilePath);
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System.IO.File.Move(path, newPath);
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}
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}
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}
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}
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}
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//交易元数据
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if (req.MetaDic.Any())
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{
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foreach (var kv in req.MetaDic)
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{
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if (isAddNew)
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{
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if (!string.IsNullOrEmpty(kv.Value))
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{
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AddMeta(false, dbModel.id, kv.Key, kv.Value);
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}
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}
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else
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{
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var mete = AddOrUpdateMeta(false, dbModel.id, kv.Key, kv.Value);
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if (mete != null && mete.Count > 0)
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{
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changeList.Add(mete);
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}
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}
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}
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}
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DbContext.SaveChanges();
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yldb.SaveChanges();
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var changeStr = string.Empty;
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if (req.id == 0)
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{
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AddClientOperationHistory(dbModel, "新增客户");
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}
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else if (req.id > 0)
|
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{
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changeStr = changeList.ToJson();
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if (changeList != null && changeList.Count > 0)
|
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{
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AddClientOperationHistory(dbModel, "编辑客户", changeStr, true);
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}
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}
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//增加评估日志
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AddClientAssessmentLog(dbModel, changeStr, isAddNew);
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SaveClientCustomerManage(dbModel.id,req.CustomerManagerId);
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return dbModel;
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}
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/// <summary>
|
||
/// 保存客户与客户服务人对应关系
|
||
/// </summary>
|
||
/// <param name="clientId"></param>
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||
/// <param name="customerManageIds"></param>
|
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private void SaveClientCustomerManage(int clientId,string customerManageIds)
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{
|
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var clientManagers = DbContext.client_customer_manage.Where(x=>x.ClientId==clientId);
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DbContext.client_customer_manage.RemoveRange(clientManagers);
|
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if (!string.IsNullOrEmpty(customerManageIds))
|
||
{
|
||
if (customerManageIds.Contains(','))
|
||
{
|
||
var managerNames = new List<string>();
|
||
var CustomerManagerIds = customerManageIds.Split(',').ToList();
|
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CustomerManagerIds.ForEach(a =>
|
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{
|
||
var sysUserId=Convert.ToInt32(a);
|
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ClientCustomerManage clientCustomer=new ClientCustomerManage();
|
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clientCustomer.ClientId = clientId;
|
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clientCustomer.SysuserId = sysUserId;
|
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clientCustomer.create_time = DateTime.Now;
|
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clientCustomer.create_user = UserId;
|
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DbContext.client_customer_manage.Add(clientCustomer);
|
||
});
|
||
}
|
||
else
|
||
{
|
||
var sysUserId = Convert.ToInt32(customerManageIds);
|
||
ClientCustomerManage clientCustomer = new ClientCustomerManage();
|
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clientCustomer.ClientId = clientId;
|
||
clientCustomer.SysuserId = sysUserId;
|
||
clientCustomer.create_time = DateTime.Now;
|
||
clientCustomer.create_user = UserId;
|
||
DbContext.client_customer_manage.Add(clientCustomer);
|
||
}
|
||
}
|
||
DbContext.SaveChanges();
|
||
}
|
||
/// <summary>
|
||
/// 保存客户信息变更数据
|
||
/// </summary>
|
||
/// <param name="req"></param>
|
||
/// <param name="updatedPropertyNameSet">被更新的属性名称集合</param>
|
||
/// <param name="blAudit">是否审批</param>
|
||
public Client SaveEditData(Client req)
|
||
{
|
||
Client dbModel;
|
||
var oldName = string.Empty;
|
||
var isAddNew = req.id == 0;
|
||
var oldRiskServiceDegree = 0;
|
||
var changeList = new List<List<string>>();
|
||
|
||
dbModel = DbContext.client.Find(req.id);
|
||
if (dbModel == null)
|
||
{
|
||
throw new ServiceException("要更新的数据 已不存在");
|
||
}
|
||
changeList = DataChangeHelper.GetDataChanges(dbModel, req);
|
||
changeList = ClientDataChangeLogHandle.Handle(typeof(Client), changeList);
|
||
oldName = dbModel.Name;
|
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CheckModel(req, oldName, isAddNew);
|
||
oldRiskServiceDegree = dbModel.RiskServiceDegree ?? 0;
|
||
|
||
foreach (var kv in req.MetaDic)
|
||
{
|
||
var mete = AddOrUpdateMeta(false, dbModel.id, kv.Key, kv.Value);
|
||
if (mete != null && mete.Count > 0)
|
||
{
|
||
changeList.Add(mete);
|
||
}
|
||
}
|
||
|
||
ObjectHelper.MapValues(dbModel, req);
|
||
|
||
SetDBModelOpt(dbModel);
|
||
|
||
DbContext.SaveChanges();
|
||
|
||
//修改客户名时，需要同步修改该客户文件管理相关的文件夹名
|
||
//12/23 添加了FilePath,直接使用客户Id就能区分，当文件名仍然存在客户名称，就换成Id作文件名
|
||
if (oldName != dbModel.Name)
|
||
{
|
||
var blackList = DbContext.client_black.Where(O => O.Name == oldName);
|
||
foreach (var item in blackList)
|
||
{
|
||
item.Name = dbModel.Name;
|
||
}
|
||
|
||
var oldClientPath = $"{dbModel.id}_{string.Join("", oldName.Where(O => !System.IO.Path.GetInvalidFileNameChars().Contains(O)))}";
|
||
var newClientPath = $"{dbModel.id}";
|
||
var oldFileSuitablyPath = OtcAppContext.MapPath($"~/App_Docs/ClientFiles/SuitablyFiles/{oldClientPath}");
|
||
var newFileSuitablyPath = OtcAppContext.MapPath($"~/App_Docs/ClientFiles/SuitablyFiles/{newClientPath}");
|
||
var oldFilePath = OtcAppContext.MapPath($"~/App_Docs/ClientFiles/{oldClientPath}");
|
||
var newFilePath = OtcAppContext.MapPath($"~/App_Docs/ClientFiles/{newClientPath}");
|
||
var oldHistoryFilePath = OtcAppContext.MapPath($"~/App_Docs/ClientFiles/{oldClientPath}/history");
|
||
var newHistoryFilePath = OtcAppContext.MapPath($"~/App_Docs/ClientFiles/{newClientPath}/history");
|
||
|
||
if (System.IO.Directory.Exists(oldFileSuitablyPath))
|
||
{
|
||
if (!System.IO.Directory.Exists(newFileSuitablyPath))
|
||
{
|
||
System.IO.Directory.Move(oldFileSuitablyPath, newFileSuitablyPath);
|
||
}
|
||
else
|
||
{
|
||
var paths = System.IO.Directory.GetFiles(oldFileSuitablyPath);
|
||
if (paths.Length > 0)
|
||
{
|
||
foreach (var path in paths)
|
||
{
|
||
var newPath = path.Replace(oldFileSuitablyPath, newFileSuitablyPath);
|
||
System.IO.File.Move(path, newPath);
|
||
}
|
||
}
|
||
}
|
||
}
|
||
if (System.IO.Directory.Exists(oldFilePath))
|
||
{
|
||
if (!System.IO.Directory.Exists(newFilePath))
|
||
{
|
||
System.IO.Directory.Move(oldFilePath, newFilePath);
|
||
}
|
||
else
|
||
{
|
||
var paths = System.IO.Directory.GetFiles(oldFilePath);
|
||
if (paths.Length > 0)
|
||
{
|
||
foreach (var path in paths)
|
||
{
|
||
var newPath = path.Replace(oldFilePath, newFilePath);
|
||
System.IO.File.Move(path, newPath);
|
||
}
|
||
}
|
||
}
|
||
}
|
||
if (System.IO.Directory.Exists(oldHistoryFilePath))
|
||
{
|
||
if (!System.IO.Directory.Exists(newHistoryFilePath))
|
||
{
|
||
System.IO.Directory.Move(oldHistoryFilePath, newHistoryFilePath);
|
||
}
|
||
else
|
||
{
|
||
var paths = System.IO.Directory.GetFiles(oldHistoryFilePath);
|
||
if (paths.Length > 0)
|
||
{
|
||
foreach (var path in paths)
|
||
{
|
||
var newPath = path.Replace(oldHistoryFilePath, newHistoryFilePath);
|
||
System.IO.File.Move(path, newPath);
|
||
}
|
||
}
|
||
}
|
||
}
|
||
}
|
||
|
||
DbContext.SaveChanges();
|
||
|
||
yldb.SaveChanges();
|
||
|
||
var changeStr = string.Empty;
|
||
changeStr = changeList.ToJson();
|
||
if (changeList != null && changeList.Count > 0)
|
||
{
|
||
AddClientOperationHistory(dbModel, "编辑客户", changeStr, true);
|
||
}
|
||
|
||
//增加评估日志
|
||
AddClientAssessmentLog(dbModel, changeStr, isAddNew);
|
||
|
||
return dbModel;
|
||
}
|
||
|
||
private void AddClientOperationHistory(Client req, string optType, string Comments = null, bool isJson = false)
|
||
{
|
||
DbContext.ClientAuditLog.Add(new ClientAuditLog
|
||
{
|
||
ClientId = req.id,
|
||
OptType = optType,
|
||
Changes = Comments ?? string.Empty,
|
||
DataType = isJson ? "C02" : "00",
|
||
OptId = UserId,
|
||
OptName = UserName,
|
||
OptDate = OptDate
|
||
});
|
||
DbContext.SaveChanges();
|
||
}
|
||
|
||
private void AddClientAssessmentLog(Client newClient, string changeStr, bool isNew)
|
||
{
|
||
//新增与变更评估日期以及评估有效期时增加日志
|
||
if ((isNew && newClient.EvaluateDate != null && newClient.EvaluateOfValidity != null)
|
||
|| changeStr.Contains("EvaluateDate") || changeStr.Contains("EvaluateOfValidity"))
|
||
{
|
||
DbContext.ClientAuditLog.Add(new ClientAuditLog
|
||
{
|
||
ClientId = newClient.id,
|
||
OptType = "评估记录",
|
||
Changes = JsonHelper.ToJson(new ClientAssessmentLogModel
|
||
{
|
||
EvaluateDate = newClient.EvaluateDate == null ? string.Empty : newClient.EvaluateDate.Value.ToString("yyyy-MM-dd"),
|
||
EvaluateOfValidity = newClient.EvaluateOfValidity,
|
||
OptId = UserId,
|
||
OptName = UserName,
|
||
OptDate = OptDate.ToString("yyyy-MM-dd HH:mm:ss")
|
||
}),
|
||
DataType = "C02",
|
||
OptId = UserId,
|
||
OptName = UserName,
|
||
OptDate = OptDate
|
||
});
|
||
DbContext.SaveChanges();
|
||
}
|
||
}
|
||
|
||
private bool CheckClientProcess(Client dbModel, Client req, HashSet<string> updatedPropertyNameSet)
|
||
{
|
||
var clientProcess = yldb.approvalprocess.Where(s => s.processType == "ClientProcess").ToList();
|
||
if (clientProcess.Count == 0)
|
||
{
|
||
return false;
|
||
}
|
||
|
||
var blAudit = dbModel.ProcessStatus == "已开户" || dbModel.ApprovalStatus == "审批中"
|
||
|| dbModel.ProcessStatus == "已休眠" || dbModel.ProcessStatus == "已销户";
|
||
|
||
if (!blAudit)
|
||
{
|
||
return false;
|
||
}
|
||
|
||
blAudit = true;
|
||
|
||
if (DbContext.bankcard.Where(b => b.ClientId == dbModel.id && b.ApprovalOrder != (int)ApprovalOrderEnum.无需审批 && b.ApprovalOrder != (int)ApprovalOrderEnum.审批作废).Any()
|
||
|| DbContext.clientduty.Where(b => b.ClientId == dbModel.id && b.ApprovalOrder != (int)ApprovalOrderEnum.无需审批 && b.ApprovalOrder != (int)ApprovalOrderEnum.审批作废).Any()
|
||
|| DbContext.client_file.Where(b => b.ClientId == dbModel.id && b.ApprovalOrder != (int)ApprovalOrderEnum.无需审批 && b.ApprovalOrder != (int)ApprovalOrderEnum.审批作废).Any())
|
||
{
|
||
blAudit = true;
|
||
}
|
||
|
||
//浙期每个字段更改都要审批
|
||
if (!blAudit && (PS.Config.Is浙期 || PS.Config.Company == Configuration.CompanyEnum.招证))
|
||
{
|
||
var update = updatedPropertyNameSet.Where(x => !x.Contains("][") && !x.Contains("meta_") && x != "HadPass");
|
||
|
||
foreach (var up in update)
|
||
{
|
||
if (!blAudit)
|
||
{
|
||
var notmapped = dbModel.GetType().GetProperty(up).GetCustomAttributes(typeof(NotMappedAttribute), false);
|
||
if (notmapped != null && notmapped.Length > 0)
|
||
{
|
||
continue;
|
||
}
|
||
var oldvalue = dbModel.GetType().GetProperty(up).GetValue(dbModel, null);
|
||
var newvalue = req.GetType().GetProperty(up).GetValue(req, null);
|
||
if ((oldvalue != null && newvalue != null && !oldvalue.Equals(newvalue)) || ((oldvalue == null || newvalue == null) && oldvalue != newvalue))
|
||
{
|
||
blAudit = true;
|
||
}
|
||
}
|
||
else
|
||
{
|
||
break;
|
||
}
|
||
}
|
||
foreach (var kv in req.MetaDic)
|
||
{
|
||
if (!blAudit)
|
||
{
|
||
var mete = AddOrUpdateMeta(false, dbModel.id, kv.Key, kv.Value);
|
||
if (mete != null && mete.Count > 0)
|
||
{
|
||
blAudit = true;
|
||
}
|
||
}
|
||
else
|
||
{
|
||
break;
|
||
}
|
||
}
|
||
}
|
||
|
||
if (blAudit)
|
||
{
|
||
if ("已休眠".Equals(dbModel.ProcessStatus))
|
||
{
|
||
var preAuditStatus = DbContext.ClientMeta.FirstOrDefault(p => p.ClientId == dbModel.id && p.MetaKey == ClientMetaKey.AuditPreStatus);
|
||
if (preAuditStatus == null)
|
||
{
|
||
preAuditStatus = new ClientMeta
|
||
{
|
||
ClientId = dbModel.id,
|
||
MetaKey = ClientMetaKey.AuditPreStatus,
|
||
MetaValue = dbModel.ProcessStatus,
|
||
OptId = UserId,
|
||
OptName = UserName,
|
||
OptDate = DateTime.Now
|
||
};
|
||
DbContext.ClientMeta.Add(preAuditStatus);
|
||
}
|
||
}
|
||
bool approvalBranch = clientProcess.Any(x => x.approvalGroupId != 0);//审批流程有分支情况
|
||
req.ProcessOrderBranch = 0;
|
||
req.ApprovalOrderId = ProcessTradeLog.审批中;
|
||
req.ApprovalOptDate = DateTime.Now;
|
||
req.ApprovalStatus = "审批中";
|
||
var groupId = UserBLL.GetApprovalProcessGroup(UserId);
|
||
if (approvalBranch)//审批流程有分支情况
|
||
{
|
||
//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
|
||
var tradeProessBranchQuery = clientProcess.FirstOrDefault(x => (x.approvalGroupId == groupId && x.approvalCondition == 1) || (x.approvalGroupId != groupId && x.approvalCondition == 2));
|
||
if (tradeProessBranchQuery == null)//都没有情况
|
||
{
|
||
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");
|
||
}
|
||
req.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
|
||
req.ProcessOrderBranch = tradeProessBranchQuery.node ?? 1;//审批组分支
|
||
}
|
||
dbModel = DbContext.client.Find(req.id);
|
||
|
||
dbModel.ApprovalStatus = req.ApprovalStatus;
|
||
dbModel.ApprovalOrderId = req.ApprovalOrderId;
|
||
dbModel.ApprovalOptDate = req.ApprovalOptDate;
|
||
dbModel.ProcessOrderBranch = req.ProcessOrderBranch;
|
||
|
||
var clientAuditlog = new ClientAuditLog
|
||
{
|
||
ClientId = dbModel.id,
|
||
OptType = "提交信息变更审批",
|
||
DataType = "00",
|
||
OptId = UserId,
|
||
OptName = UserName,
|
||
OptDate = DateTime.Now
|
||
};
|
||
|
||
///日志记录
|
||
DbContext.ClientAuditLog.Add(clientAuditlog);
|
||
|
||
DbContext.SaveChanges();
|
||
dbModel.ApprovalLogId = clientAuditlog.id;
|
||
clientAuditlog.Changes = ClientHelper.Serialize(req);
|
||
|
||
var range = DbContext.client_file_audit.Where(x => x.ClientId == dbModel.id).ToList();
|
||
DbContext.client_file_audit.RemoveRange(range);
|
||
|
||
DbContext.SaveChanges();
|
||
}
|
||
return blAudit;
|
||
}
|
||
|
||
public void CheckModel(Client req, string blackNameForCheck, bool isAddNew)
|
||
{
|
||
if (string.IsNullOrWhiteSpace(req.Name))
|
||
{
|
||
throw new ServiceException("客户名称 必须填写");
|
||
}
|
||
if (string.IsNullOrWhiteSpace(req.SettleFileNumber)&&req.SwapTradeType==1)
|
||
{
|
||
throw new ServiceException("定义文件编号 必须填写");
|
||
}
|
||
//if (string.IsNullOrWhiteSpace(req.))
|
||
//{
|
||
// throw new ServiceException("自定义必须填写");
|
||
//}
|
||
|
||
//新增时,新的客户名如果在黑名单里，不允许新增
|
||
//修改时,旧的客户名如果在黑名单里，不允许修改
|
||
if (!isAddNew && !req.Name.Equals(blackNameForCheck) && DbContext.client_black.Any(x => x.Name == blackNameForCheck))
|
||
{
|
||
throw new ServiceException("该客户为黑名单客户," + (req.id > 0 ? "不允许修改客户名称" : "不允许新增"));
|
||
}
|
||
//字段唯一性验证（客户名称，客户代码，默认登录名）
|
||
if (DbContext.client.Any(x => x.id != req.id && x.Name == req.Name && x.ProcessStatus != "已销户"))
|
||
{
|
||
throw new ServiceException("客户名称不能重复");
|
||
}
|
||
|
||
if (DbContext.client.Any(x => x.id != req.id && x.Number == req.Number && !string.IsNullOrEmpty(req.Number)))
|
||
{
|
||
throw new ServiceException("客户编号不能重复");
|
||
}
|
||
|
||
if (!PS.Config.Is国泰君安 && PS.Config.ComponentVersion == Configuration.ComponentVersion.Broker)
|
||
{
|
||
if (DbContext.client.Any(x => x.id != req.id && x.Code == req.Code && !string.IsNullOrEmpty(req.Code)))
|
||
{
|
||
throw new ServiceException("客户代码不能重复");
|
||
}
|
||
}
|
||
|
||
if (DbContext.client.Any(x => x.id != req.id && x.DefaultLoginName == req.DefaultLoginName && !string.IsNullOrEmpty(req.DefaultLoginName)))
|
||
{
|
||
throw new ServiceException("默认登录名不能重复");
|
||
}
|
||
|
||
HashSet<string> yldicSet;
|
||
using (var db = new ErpBaseContext())
|
||
{
|
||
yldicSet = db.Dictionaries.Where(n => db.DictionaryItems.Any(m => m.DictId == n.Id)).Select(n => n.Name).ToHashSet();
|
||
}
|
||
|
||
if (!yldicSet.Contains("行业"))
|
||
{
|
||
throw new ServiceException("请配置数据字典 行业");
|
||
}
|
||
if (!yldicSet.Contains("投资经验"))
|
||
{
|
||
throw new ServiceException("请配置数据字典 投资经验");
|
||
}
|
||
if (!yldicSet.Contains(PS.Config.Is中财 ? "投资知识" : "风险偏好"))
|
||
{
|
||
throw new ServiceException("请配置数据字典 " + (PS.Config.Is中财 ? "投资知识" : "风险偏好"));
|
||
}
|
||
if (!yldicSet.Contains("期望收益"))
|
||
{
|
||
throw new ServiceException("请配置数据字典 期望收益");
|
||
}
|
||
if (!yldicSet.Contains("适当性客户分类"))
|
||
{
|
||
throw new ServiceException("请配置数据字典 适当性客户分类");
|
||
}
|
||
if (!yldicSet.Contains("协议签署版本"))
|
||
{
|
||
throw new ServiceException("请配置数据字典 协议签署版本");
|
||
}
|
||
|
||
if (req.ParentId > 0 && req.id > 0 && Treeleveldata(req.id).Any(c => c.id == req.ParentId))
|
||
{
|
||
throw new ServiceException("所属机构不能选择下一层");
|
||
}
|
||
//存在已审批或审批中的资质评级
|
||
if (PS.Config.ClientElement.IsCreditLimit && req.IsCreditOn != 1 && DbContext.Client_Rating.Where(t => !t.IsDeleted && t.ClientId == req.id
|
||
&& (t.ProcessStatus == "已审批" || t.ProcessStatus == "审批中")
|
||
&& (!t.RatingDeadLine.HasValue || t.RatingDeadLine >= valuedateBLL.ValueDate)).Any())
|
||
{
|
||
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");
|
||
}
|
||
//存在已审批或审批中的授信
|
||
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())
|
||
{
|
||
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");
|
||
}
|
||
////存在已审批或审批中的互换授信
|
||
//if (yldb.credit.Where(t => (t.DerivativesInvestmentVarieties != null && t.DerivativesInvestmentVarieties.Contains(((int)DerivativesInvestmentVarietiesEnum.场外期权).ToString())) && t.ClientId == req.id && (t.ProcessStatus == "已审批" || t.ProcessStatus == "审批中") && (!t.CreditDeadLine.HasValue || t.CreditDeadLine >= valuedateBLL.ValueDate)).Any())
|
||
//{
|
||
// if (req.BusinessType == null || !((req.BusinessType.Contains("银行") && "AAA".Equals(req.BankCreditRating)) || (req.BusinessType.Contains("证券") && req.SamePeer == 0)))
|
||
// {
|
||
// throw new ServiceException("存在已审批或审批中的互换授信, 客户不允许修改为非AAA银行或非同业交易商，请先处理相关授信记录！");
|
||
// }
|
||
//}
|
||
//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 (req.ClientType == ClientTypeEnum.产品.ToString() && req.DerivativesInvestmentVarieties.Contains((int)DerivativesInvestmentVarietiesEnum.场外互换 + ""))
|
||
{
|
||
//获取产品投资人
|
||
var hasClientInvestors = DbContext.ClientInvestor.Where(t => t.ClientId == req.id && !t.EligibilityType.Equals("专业投资者") && t.ShareRate > 0.2);
|
||
if (hasClientInvestors != null && hasClientInvestors.Any())
|
||
{
|
||
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！");
|
||
}
|
||
}
|
||
//if (req.ClientRight=="5")//行情及交易
|
||
//{
|
||
// if (string.IsNullOrEmpty(req.ProxyEmail))
|
||
// {
|
||
// throw new ServiceException("代理委托邮箱必填！");
|
||
// }
|
||
// if (string.IsNullOrEmpty(req.ProxyEmailPwd))
|
||
// {
|
||
// throw new ServiceException("邮箱授权码必填！");
|
||
// }
|
||
//}
|
||
var clientFields = isAddNew ? ClientEditConfigService.GetAllFormEditFieldByTableId("basic") : ClientEditConfigService.GetAllFormEditField();
|
||
clientFields = clientFields.Where(a => !string.IsNullOrEmpty(a.label) && !a.@readonly);
|
||
foreach (var field in clientFields)
|
||
{
|
||
if (field.name.Contains("meta_"))
|
||
{
|
||
var metaKey = field.name.Split('_')[1];
|
||
if (field.required && ((req.MetaDic.TryGetValue(metaKey, out var metaValue) && string.IsNullOrWhiteSpace(metaValue)) || !req.MetaDic.TryGetValue(metaKey, out metaValue)) && isAddNew)
|
||
{
|
||
throw new ServiceException($"{field.label} 必须填写");
|
||
}
|
||
}
|
||
else
|
||
{
|
||
var propertys = req.GetType().GetProperties();
|
||
var prop = propertys.Where(a => a.Name == field.name).FirstOrDefault();
|
||
if (prop != null && field.required)
|
||
{
|
||
if (prop.PropertyType == typeof(string))
|
||
{
|
||
if (string.IsNullOrWhiteSpace(prop.GetValue(req, null)?.ToString()))
|
||
{
|
||
throw new ServiceException($"{field.label} 必须填写");
|
||
}
|
||
}
|
||
else if (field.name== "TradingInstType"&& (TradingInstTypeEnum)prop.GetValue(req, null) == TradingInstTypeEnum.None)
|
||
{
|
||
throw new ServiceException($"{field.label} 必须填写");
|
||
}
|
||
else if (prop.GetValue(req, null) == null)
|
||
{
|
||
throw new ServiceException($"{field.label} 必须填写");
|
||
}
|
||
}
|
||
}
|
||
}
|
||
}
|
||
|
||
private List<Client> Treeleveldata(int clientid)
|
||
{
|
||
var resultList = new List<Client>();
|
||
var clientQuery = DataCacheProvider.GetClientDataSource().AsQueryable();
|
||
FoundChildNode(clientQuery, clientid, resultList, null);
|
||
return resultList;
|
||
}
|
||
|
||
private void FoundChildNode(IQueryable<Client> clientQuery, int parentId, List<Client> resultList, HashSet<int> checkSet)
|
||
{
|
||
checkSet ??= new HashSet<int>();
|
||
|
||
if (!checkSet.Add(parentId))
|
||
{
|
||
checkSet.Clear();
|
||
|
||
var pid = parentId;
|
||
var list = new List<string>();
|
||
|
||
for (var i = 0; i < 100; i++)
|
||
{
|
||
if (pid <= 0 || !checkSet.Add(pid)) break;
|
||
|
||
var client = clientQuery.FirstOrDefault(n => n.id == pid);
|
||
|
||
if (client == null)
|
||
{
|
||
break;
|
||
}
|
||
else
|
||
{
|
||
list.Add(client.Name);
|
||
pid = client.ParentId;
|
||
}
|
||
}
|
||
|
||
if (list.Count > 0)
|
||
{
|
||
list.Add(list[0]);
|
||
}
|
||
|
||
throw new ServiceFaultException("客户父子关系产生了循环依赖：" + string.Join("->", list));
|
||
}
|
||
|
||
var childItems = clientQuery.Where(c => c.ParentId == parentId && c.id != parentId).ToList();
|
||
|
||
foreach (var child in childItems)
|
||
{
|
||
resultList.Add(child);
|
||
|
||
FoundChildNode(clientQuery, child.id, resultList, checkSet);
|
||
}
|
||
}
|
||
|
||
/// <summary>
|
||
/// API
|
||
/// </summary>
|
||
public Client SaveClientAPI(Client req)
|
||
{
|
||
if (req == null)
|
||
{
|
||
throw new ServiceException("参数错误");
|
||
}
|
||
|
||
if (string.IsNullOrWhiteSpace(req.Number))
|
||
{
|
||
req.id = 0;
|
||
}
|
||
else
|
||
{
|
||
var client = DbContext.client.FirstOrDefault(p => req.Number.Equals(p.Number));
|
||
req.id = client != null ? client.id : 0;
|
||
}
|
||
|
||
return new ClientSaveService(OptUser).SaveData(req, null, out bool blAudit);
|
||
}
|
||
|
||
/// <summary>
|
||
/// API
|
||
/// </summary>
|
||
/// <param name="req"></param>
|
||
public void CreateClient(CreateClientReq req)
|
||
{
|
||
if (req?.Client == null)
|
||
{
|
||
throw new ServiceException("参数错误:" + nameof(req.Client));
|
||
}
|
||
|
||
req.Client.id = 0;
|
||
req.Client.LevelId = DbContext.clientlevel.Where(c => c.LevelName == req.Client.Level).FirstOrDefault().id;
|
||
if (req.Client.SalesDepartmentId != null && req.Client.SalesDepartmentId > 0)
|
||
{
|
||
req.Client.SalesDepartmentId = GetAllSaleDepartment(req.Client.SalesDepartment);
|
||
}
|
||
|
||
if (!string.IsNullOrEmpty(req.Client.CustomerManager))
|
||
{
|
||
var managerNames = new List<string> { req.Client.CustomerManager };
|
||
|
||
if (req.Client.CustomerManager.Contains(','))
|
||
{
|
||
managerNames = req.Client.CustomerManager.Split(',').ToList();
|
||
}
|
||
|
||
using var db = new ErpBaseContext();
|
||
var ids = db.SystemUsers.Where(n => managerNames.Contains(n.LoginName) || managerNames.Contains(n.Name)).Select(n => n.Id).ToArray();
|
||
req.Client.CustomerManagerId = string.Join(",", ids);
|
||
}
|
||
|
||
var client = new ClientSaveService(OptUser).SaveData(req.Client, null, out bool blAudit);
|
||
|
||
if (req.Bankcards != null && req.Bankcards.Any())
|
||
{
|
||
foreach (var item in req.Bankcards)
|
||
{
|
||
item.id = 0;
|
||
item.ClientId = client.id;
|
||
new ClientBankCardService(OptUser).SaveBankCard(item, out _);
|
||
}
|
||
}
|
||
|
||
if (req.ClientDutys != null && req.ClientDutys.Any())
|
||
{
|
||
foreach (var item in req.ClientDutys)
|
||
{
|
||
item.id = 0;
|
||
item.ClientId = client.id;
|
||
new ClientDutyService(OptUser).SaveClientDuty(item);
|
||
}
|
||
}
|
||
}
|
||
|
||
/// <summary>
|
||
/// 获取归属营业部
|
||
/// </summary>
|
||
/// <param name="SalesDepartment"></param>
|
||
/// <returns></returns>
|
||
public static int GetAllSaleDepartment(string SalesDepartment)
|
||
{
|
||
|
||
var SalesDepartmentId = 0;
|
||
using (var condb = new ErpBaseContext())
|
||
{
|
||
var list = condb.Departments.Where(x => x.DepartmentType == SalesDepartment).FirstOrDefault();
|
||
SalesDepartmentId = list.Id;
|
||
}
|
||
return SalesDepartmentId;
|
||
}
|
||
/// <summary>
|
||
/// 修改外部编号
|
||
/// </summary>
|
||
/// <param name="clientNumber"></param>
|
||
/// <param name="outNumer"></param>
|
||
public void UpdateClientOutNumber(string clientNumber,string outNumer)
|
||
{
|
||
var client= DbContext.client.FirstOrDefault(x=>x.Number==clientNumber);
|
||
if (client!=null)
|
||
{
|
||
client.OutNumber= outNumer;
|
||
DbContext.SaveChanges();
|
||
}
|
||
}
|
||
/// <summary>
|
||
/// 添加元数据
|
||
/// </summary>
|
||
protected void AddMeta(bool saveChanges, int clientId, string metaKey, string metaValue)
|
||
{
|
||
DbContext.ClientMeta.Add(new ClientMeta
|
||
{
|
||
ClientId = clientId,
|
||
MetaKey = metaKey,
|
||
MetaValue = metaValue
|
||
});
|
||
if (saveChanges)
|
||
{
|
||
DbContext.SaveChanges();
|
||
}
|
||
}
|
||
|
||
/// <summary>
|
||
/// 添加或更新元数据
|
||
/// </summary>
|
||
protected List<string> AddOrUpdateMeta(bool saveChanges, int clientId, string metaKey, string metaValue)
|
||
{
|
||
return new ClientMetaService(this).AddMeta(clientId, metaKey, metaValue, saveChanges);
|
||
}
|
||
}
|
||
|
||
public class CreateClientReq
|
||
{
|
||
public Client Client { get; set; }
|
||
public IEnumerable<ClientBankCard> Bankcards { get; set; }
|
||
public IEnumerable<ClientDuty> ClientDutys { get; set; }
|
||
}
|
||
}
|