1574 lines
57 KiB
C#
1574 lines
57 KiB
C#
using BaseOUDAL;
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using YLErp.DBModels.Consts;
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using YLErp.Helpers;
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using YLErp.Model.Enum;
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using YLErp.Models;
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using YLErp.Modules.ReportModule;
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namespace YLErp.Modules.SystemModule
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{
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//自ylerpweb项目移入
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/// <summary>
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/// 客户数据Model
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/// </summary>
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public class ClientDataModelV1
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{
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public static List<SelectItem> GetAllOpenClient(bool isContainClosed = false)
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{
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var query = DataCacheProvider.GetClientDataSource().AsQueryable();
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query = isContainClosed
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? query.Where(s => s.ProcessStatus == "已开户" || s.ProcessStatus == "已休眠" || s.ProcessStatus == "已销户")
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: query.Where(s => s.ProcessStatus == "已开户" || s.ProcessStatus == "已休眠");
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return query.Select(m => new SelectItem
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{
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Text = m.Name,
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Value = m.id.ToString()
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}).ToList();
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}
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public static List<SelectItem> GetAllOpenClientNumber(bool isContainClosed = false)
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{
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var query = DataCacheProvider.GetClientDataSource().AsQueryable();
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query = isContainClosed
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? query.Where(s => s.ProcessStatus == "已开户" || s.ProcessStatus == "已休眠" || s.ProcessStatus == "已销户")
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: query.Where(s => s.ProcessStatus == "已开户" || s.ProcessStatus == "已休眠");
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return query.Select(m => new SelectItem
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{
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Text = m.Number,
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Value = m.id.ToString()
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}).ToList();
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}
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public static List<SelectItem> GetAllOpenaccountClient(int? parentId, int excludeId = 0)
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{
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var query = DataCacheProvider.GetClientDataSource().AsQueryable();
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if (query.Count() == 0)
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{
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query = DbContextFactory.GetClientDbContext(null).client;
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}
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query = query.Where(s => s.ProcessStatus == "已开户");
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if (excludeId > 0)
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{
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query = query.Where(s => s.id != excludeId);
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}
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var res = query.Select(m => new SelectItem
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{
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Text = m.Name,
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Value = m.id.ToString()
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}).ToList();
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if (parentId.HasValue && parentId != 0 && !res.Any(c => c.Value == parentId.ToString()))
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{
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var parentdata = DataCacheProvider.GetClientDataSource().GetData(parentId ?? 0);
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res.Add(new SelectItem { Text = parentdata.Name, Value = parentdata.id.ToString() });
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}
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return res;
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}
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public static string GetParentName(int? clientid)
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{
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if (clientid == null || clientid < 1)
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{
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return null;
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}
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using (var db = DbContextFactory.GetClientDbContext(null))
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{
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return db.client.Where(m => m.id == clientid).Select(m => m.Name).FirstOrDefault();
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}
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}
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public static List<SelectItem> GetAllClient()
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{
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var clients = DataCacheProvider.GetClientDataSource().AsQueryable()
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.Where(s => s.ProcessStatus == "已开户" || s.ProcessStatus == "已休眠" || s.ProcessStatus == "已销户");
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return clients.Select(m => new SelectItem
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{
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Text = m.Name,
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Value = m.id.ToString()
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}).ToList();
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}
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public static List<SelectItem> GetAllTrsClient()
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{
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var clients = DataCacheProvider.GetClientDataSource().AsQueryable()
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.Where(s => (s.ProcessStatus == "已开户" || s.ProcessStatus == "已休眠" || s.ProcessStatus == "已销户")&&s.BusinessUseType=="1");
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return clients.Select(m => new SelectItem
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{
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Text = m.Name,
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Value = m.id.ToString()
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}).ToList();
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}
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public static List<SelectItem> GetAllTrsClient(int accountId)
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{
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using var yldb = DbContextFactory.GetYLDbContext();
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var clients = DataCacheProvider.GetClientDataSource().AsQueryable()
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.Where(s => (s.ProcessStatus == "已开户" || s.ProcessStatus == "已休眠" || s.ProcessStatus == "已销户") && s.BusinessUseType == "1");
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var accountClients = yldb.trs_account_manage_detail.Where(x => x.account_id != accountId).AsNoTracking().Select(s => s.client_id).ToList();
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clients = clients.Where(x => !accountClients.Contains(x.id));
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return clients.Select(m => new SelectItem
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{
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Text = m.Name,
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Value = m.id.ToString()
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}).ToList();
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}
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/// <summary>
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/// 获取变更字段列表
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/// </summary>
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/// <returns></returns>
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public static List<SelectItem> GetChangeColumnList()
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{
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List<SelectItem> list = new List<SelectItem>();
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list.Add(new SelectItem { Text = "客户名称", Value = "客户名称" });
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return list;
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}
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public static List<SelectItem> GetAllSellclient()
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{
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//接受高风险服务的客户被认为是卖方
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return DataCacheProvider.GetClientDataSource().AsQueryable()
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.Where(s => (s.ProcessStatus == "已开户" || s.ProcessStatus == "已休眠") && s.RiskServiceDegree == 5)
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.Select(m => new SelectItem
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{
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Text = m.Name,
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Value = m.id.ToString()
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}).ToList();
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}
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public static List<SelectItem> GetAllClientOrderByNumber()
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{
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return DataCacheProvider.GetClientDataSource().AsQueryable()
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.Where(s => s.ProcessStatus == "已开户" || s.ProcessStatus == "已休眠" || s.ProcessStatus == "已销户")
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.OrderBy(c => c.Number)
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.Select(m => new SelectItem
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{
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Text = m.Name,
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Value = m.id.ToString()
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}).ToList();
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}
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/// <summary>
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/// 只显示“全部”“已开户”“已销户”“已休眠”
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/// </summary>
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public static List<SelectItem> GetProcessStatusForQuery()
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{
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return new List<SelectItem>
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{
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new SelectItem{ Text = "全部", Value = "全部" },
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new SelectItem{ Text = "已开户", Value = "已开户" },
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new SelectItem{ Text = "已销户", Value = "已销户" },
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new SelectItem{ Text = "已休眠", Value = "已休眠" }
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};
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}
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/// <summary>
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/// 只显示“全部”“未提交”“未开户”
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/// </summary>
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public static List<SelectItem> GetPendingStatusForQuery()
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{
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return new List<SelectItem>
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{
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new SelectItem { Text = "全部", Value = "全部" },
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new SelectItem { Text = "未提交", Value = "未提交" },
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new SelectItem { Text = "未开户", Value = "未开户" },
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};
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}
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/// <summary>
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/// 只显示“全部”“未开户”“已销户”
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/// </summary>
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public static List<SelectItem> GetPendingAppprovalStatusForQuery()
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{
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return new List<SelectItem>
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{
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new SelectItem { Text = "全部", Value = "全部" },
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new SelectItem { Text = "未开户", Value = "未开户" },
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new SelectItem { Text = "已销户", Value = "已销户" }
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};
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}
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public static List<SelectItem> GetApprovalStatusForQuery()
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{
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return new List<SelectItem>
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{
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new SelectItem { Text = "全部", Value = "全部" },
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new SelectItem { Text = "无", Value = "无" },
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new SelectItem { Text = "审批中", Value = "审批中" },
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new SelectItem { Text = "已拒绝", Value = "已拒绝" },
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new SelectItem { Text = "审批通过", Value = "审批通过" }
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};
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}
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public static List<SelectItem> GetOpenApprovalStatusForQuery()
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{
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return new List<SelectItem>
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{
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new SelectItem { Text = "全部", Value = "全部" },
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new SelectItem { Text = "无", Value = "无" },
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new SelectItem { Text = "审批中", Value = "审批中" },
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new SelectItem { Text = "已拒绝", Value = "已拒绝" }
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};
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}
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/// <summary>
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/// 权益类签署版本
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/// </summary>
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public static List<SelectItem> getSignTypes()
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{
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return BLL.DictionaryBLL.GetList("权益类签署版本", false);
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}
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/// <summary>
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/// 文件类型
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/// </summary>
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public static List<SelectItem> getFileTypes()
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{
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return BLL.DictionaryBLL.GetList("文件类型", false);
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}
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/// <summary>
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///
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/// </summary>
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public static List<SelectItem> getMainProtocols(int ClientId, List<int> clients = null, List<SelectItem> selectItems = null)
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{
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using (var clientdb = DbContextFactory.GetClientDbContext(null))
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{
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if (selectItems == null)
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{
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selectItems = new List<SelectItem>();
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}
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if (PS.Config.Is东莞)
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{
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clients = new List<int>();
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if (clients.Contains(ClientId))
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{
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return selectItems;
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}
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clients.Add(ClientId);
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selectItems.AddRange(getMainProtocolsByClientId(ClientId));
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var client = clientdb.client.Where(l => l.id == ClientId).FirstOrDefault();
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if (client != null && client.ParentId > 0)
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{
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return getMainProtocols(client.ParentId, clients, selectItems);
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}
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else
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{
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return selectItems;
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}
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}
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else
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{
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selectItems.AddRange(getMainProtocolsByClientId(ClientId));
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return selectItems;
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}
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}
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}
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public static List<SelectItem> getMainProtocolsByClientId(int ClientId)
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{
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using (var clientdb = DbContextFactory.GetClientDbContext(null))
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{
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var mainProtocals = clientdb.client_file.Where(o => o.ApprovalOrder < 1 && ClientId == o.ClientId
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&& o.FileTypeName == ConsGlobal.ClientFileType.MainProtocol
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&& o.OptState != ConsReport.OptFlagsEnum.D && o.IsValid)
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.Select(O => O.ProtocolNumber).ToArray();
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return mainProtocals.Where(n => !string.IsNullOrWhiteSpace(n)).Select(n => new SelectItem { Value = n, Text = n }).ToList();
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}
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}
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public static List<string> getSideProtocols(string mainProtocol)
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{
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var sideProtocalNumbers = new List<string>();
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using (var clientdb = new ClientDBContext())
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{
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var mainProtocols = clientdb.client_file.Where(o => o.ApprovalOrder < 1 && o.FileTypeName == ConsGlobal.ClientFileType.EnhanceProtocol && o.OptState != ConsReport.OptFlagsEnum.D && o.IsValid).Select(O => new { O.ProtocolNumber, O.MainProtocolNumber });
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if (!string.IsNullOrWhiteSpace(mainProtocol))
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{
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mainProtocols = mainProtocols.Where(o => o.MainProtocolNumber == mainProtocol && o.ProtocolNumber != null && o.ProtocolNumber != "");
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}
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sideProtocalNumbers.AddRange(mainProtocols.Select(o => o.ProtocolNumber));
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}
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return sideProtocalNumbers;
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}
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public static List<SelectItem> PendingMarginCallPaymentStatus()
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{
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return new List<SelectItem>
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{
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new SelectItem { Value = "0", Text = "正常" },
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new SelectItem { Value = "1", Text = "冻结" }
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};
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}
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public static List<SelectItem> GetAllCustomerNature()
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{
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return new List<SelectItem> {
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new SelectItem
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{
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Text = CustomerNatureEnum.期货风险管理子公司.ToString(),
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Value = ((int)CustomerNatureEnum.期货风险管理子公司).ToString()
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},
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new SelectItem
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{
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Text = CustomerNatureEnum.证券公司.ToString(),
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Value = ((int)CustomerNatureEnum.证券公司).ToString()
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},
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new SelectItem
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{
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Text = CustomerNatureEnum.保险公司.ToString(),
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Value = ((int)CustomerNatureEnum.保险公司).ToString()
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},
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new SelectItem
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{
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Text = CustomerNatureEnum.公募基金.ToString(),
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Value = ((int)CustomerNatureEnum.公募基金).ToString()
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},
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new SelectItem
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{
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Text = CustomerNatureEnum.私募基金.ToString(),
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Value = ((int)CustomerNatureEnum.私募基金).ToString()
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},
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new SelectItem
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{
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Text = CustomerNatureEnum.商业银行.ToString(),
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Value = ((int)CustomerNatureEnum.商业银行).ToString()
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},
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new SelectItem
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{
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Text = CustomerNatureEnum.投资公司.ToString(),
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Value = ((int)CustomerNatureEnum.投资公司).ToString()
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},
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new SelectItem
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{
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Text = CustomerNatureEnum.产业客户.ToString(),
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Value = ((int)CustomerNatureEnum.产业客户).ToString()
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},
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new SelectItem
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{
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Text = CustomerNatureEnum.自然人.ToString(),
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Value = ((int)CustomerNatureEnum.自然人).ToString()
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},
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new SelectItem
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{
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Text = CustomerNatureEnum.其他.ToString(),
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Value = ((int)CustomerNatureEnum.其他).ToString()
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}
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};
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}
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public static List<SelectItem> GetCustomerNatureByClientType(string clientType)
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{
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if (clientType == ClientTypeEnum.机构.ToString() || string.IsNullOrWhiteSpace(clientType))
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{
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return new List<SelectItem> {
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new SelectItem
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{
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Text = CustomerNatureEnum.期货风险管理子公司.ToString(),
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Value = ((int)CustomerNatureEnum.期货风险管理子公司).ToString()
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},
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new SelectItem
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{
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Text = CustomerNatureEnum.证券公司.ToString(),
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Value = ((int)CustomerNatureEnum.证券公司).ToString()
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},
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new SelectItem
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{
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Text = CustomerNatureEnum.保险公司.ToString(),
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Value = ((int)CustomerNatureEnum.保险公司).ToString()
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},
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new SelectItem
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{
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Text = CustomerNatureEnum.公募基金.ToString(),
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Value = ((int)CustomerNatureEnum.公募基金).ToString()
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},
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new SelectItem
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{
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Text = CustomerNatureEnum.私募基金.ToString(),
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Value = ((int)CustomerNatureEnum.私募基金).ToString()
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},
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new SelectItem
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{
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Text = CustomerNatureEnum.商业银行.ToString(),
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Value = ((int)CustomerNatureEnum.商业银行).ToString()
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},
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new SelectItem
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{
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Text = CustomerNatureEnum.投资公司.ToString(),
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Value = ((int)CustomerNatureEnum.投资公司).ToString()
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},
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new SelectItem
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{
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Text = CustomerNatureEnum.产业客户.ToString(),
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Value = ((int)CustomerNatureEnum.产业客户).ToString(),
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Selected = true
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},
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new SelectItem
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{
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Text = CustomerNatureEnum.其他.ToString(),
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Value = ((int)CustomerNatureEnum.其他).ToString()
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}
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};
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}
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else if (clientType == ClientTypeEnum.产品.ToString())
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{
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return new List<SelectItem> {
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new SelectItem
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{
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Text = CustomerNatureEnum.证券公司.ToString(),
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Value = ((int)CustomerNatureEnum.证券公司).ToString()
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},
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new SelectItem
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{
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Text = CustomerNatureEnum.保险公司.ToString(),
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Value = ((int)CustomerNatureEnum.保险公司).ToString()
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},
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new SelectItem
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{
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Text = CustomerNatureEnum.公募基金.ToString(),
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Value = ((int)CustomerNatureEnum.公募基金).ToString()
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},
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new SelectItem
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{
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Text = CustomerNatureEnum.私募基金.ToString(),
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Value = ((int)CustomerNatureEnum.私募基金).ToString()
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},
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new SelectItem
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{
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Text = CustomerNatureEnum.商业银行.ToString(),
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Value = ((int)CustomerNatureEnum.商业银行).ToString()
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},
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new SelectItem
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{
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Text = CustomerNatureEnum.其他.ToString(),
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Value = ((int)CustomerNatureEnum.其他).ToString()
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}
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};
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}
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else
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{
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return new List<SelectItem> {
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new SelectItem
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{
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Text = CustomerNatureEnum.自然人.ToString(),
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Value = ((int)CustomerNatureEnum.自然人).ToString()
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},
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new SelectItem
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{
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Text = CustomerNatureEnum.其他.ToString(),
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Value = ((int)CustomerNatureEnum.其他).ToString()
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}
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};
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}
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}
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public static string GetCustomerNatureName(int? CustomerNature)
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{
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return CustomerNature == null ? "" : System.Enum.Parse(typeof(CustomerNatureEnum), CustomerNature.Value.ToString()).ToString();
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}
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/// <summary>
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/// 交易目的
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/// </summary>
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public static List<SelectItem> GetAllTransactionTarget()
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{
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var AllTransactionTarget = new List<SelectItem> {
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new SelectItem
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{
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Text = TransactionTargetEnum.投资.ToString(),
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Value = TransactionTargetEnum.投资.ToString()
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},
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new SelectItem
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{
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Text = TransactionTargetEnum.套利.ToString(),
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Value = TransactionTargetEnum.套利.ToString()
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},
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new SelectItem
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{
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Text = TransactionTargetEnum.套保.ToString(),
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Value = TransactionTargetEnum.套保.ToString()
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},
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new SelectItem
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{
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Text = TransactionTargetEnum.风险管理.ToString(),
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Value = TransactionTargetEnum.风险管理.ToString()
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}
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};
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if (PS.Config.Company == Configuration.CompanyEnum.海通)
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{
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AllTransactionTarget.Add(new SelectItem
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{
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Text = TransactionTargetEnum.投机.ToString(),
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Value = TransactionTargetEnum.投机.ToString()
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});
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}
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else if (PS.Config.Company == Configuration.CompanyEnum.海通)
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|
{
|
|
AllTransactionTarget.Add(AllTransactionTarget[0]);
|
|
|
|
AllTransactionTarget[0] = new SelectItem
|
|
{
|
|
Text = TransactionTargetEnum.投机.ToString(),
|
|
Value = TransactionTargetEnum.投机.ToString()
|
|
};
|
|
}
|
|
|
|
return AllTransactionTarget;
|
|
}
|
|
|
|
public static string GetTransactionTarget(int? transactionTarget)
|
|
{
|
|
if (transactionTarget == 1)
|
|
{
|
|
return "投资";
|
|
}
|
|
if (transactionTarget == 2)
|
|
{
|
|
return "套利";
|
|
}
|
|
if (transactionTarget == 3)
|
|
{
|
|
return "套保";
|
|
}
|
|
if (transactionTarget == 4)
|
|
{
|
|
return "投机";
|
|
}
|
|
return null;
|
|
}
|
|
|
|
public static List<SelectItem> GetAllFundsSource()
|
|
{
|
|
var AllFundsSource = new List<SelectItem> {
|
|
new SelectItem
|
|
{
|
|
Text = FundsSourceEnum.自有.ToString(),
|
|
Value = ((int)FundsSourceEnum.自有).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = FundsSourceEnum.其他.ToString(),
|
|
Value = ((int)FundsSourceEnum.其他).ToString()
|
|
}
|
|
};
|
|
return AllFundsSource;
|
|
}
|
|
|
|
public static string GetFundsSource(int? fundsSource)
|
|
{
|
|
if (fundsSource == 1)
|
|
{
|
|
return "自有";
|
|
}
|
|
if (fundsSource == 2)
|
|
{
|
|
return "其他";
|
|
}
|
|
return null;
|
|
}
|
|
|
|
public static string GetIsRealControl(int? isRealControl)
|
|
{
|
|
if (isRealControl == 1)
|
|
{
|
|
return "是";
|
|
}
|
|
if (isRealControl == 2)
|
|
{
|
|
return "否";
|
|
}
|
|
return null;
|
|
}
|
|
|
|
/// <summary>
|
|
/// 投资经验
|
|
/// </summary>
|
|
public static List<SelectItem> GetAllInvestmentTerm()
|
|
{
|
|
return new List<SelectItem>
|
|
{
|
|
new SelectItem
|
|
{
|
|
Text = EnumHelper.GetDescriptionByName(InvestmentTermEnum.partone),
|
|
Value = ((int)InvestmentTermEnum.partone).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = EnumHelper.GetDescriptionByName(InvestmentTermEnum.parttwo),
|
|
Value = ((int)InvestmentTermEnum.parttwo).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = EnumHelper.GetDescriptionByName(InvestmentTermEnum.partthree),
|
|
Value = ((int)InvestmentTermEnum.partthree).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = EnumHelper.GetDescriptionByName(InvestmentTermEnum.partfour),
|
|
Value = ((int)InvestmentTermEnum.partfour).ToString()
|
|
}
|
|
};
|
|
}
|
|
|
|
public static List<SelectItem> GetAllInvestmentExperience()
|
|
{
|
|
return new List<SelectItem>
|
|
{
|
|
new SelectItem
|
|
{
|
|
Text = InvestmentExperienceEnum.有限.ToString(),
|
|
Value = InvestmentExperienceEnum.有限.ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = InvestmentExperienceEnum.一般.ToString(),
|
|
Value = InvestmentExperienceEnum.一般.ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = InvestmentExperienceEnum.丰富.ToString(),
|
|
Value = InvestmentExperienceEnum.丰富.ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = InvestmentExperienceEnum.非常丰富.ToString(),
|
|
Value = InvestmentExperienceEnum.非常丰富.ToString()
|
|
}
|
|
};
|
|
}
|
|
|
|
public static List<SelectItem> GetAllRiskPreference()
|
|
{
|
|
return new List<SelectItem>
|
|
{
|
|
new SelectItem
|
|
{
|
|
Text = RiskPreferenceEnum.低风险.ToString(),
|
|
Value = RiskPreferenceEnum.低风险.ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = RiskPreferenceEnum.中风险.ToString(),
|
|
Value = RiskPreferenceEnum.中风险.ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = RiskPreferenceEnum.高风险.ToString(),
|
|
Value = RiskPreferenceEnum.高风险.ToString()
|
|
}
|
|
};
|
|
}
|
|
|
|
public static List<SelectItem> GetAllRuleT0orT1()
|
|
{
|
|
return new List<SelectItem>
|
|
{
|
|
new SelectItem
|
|
{
|
|
Text = "T+0",
|
|
Value = "T+0"
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = "T+1",
|
|
Value = "T+1"
|
|
}
|
|
};
|
|
}
|
|
|
|
public static string GetInvestment(int? InvestmentTerm)
|
|
{
|
|
if (InvestmentTerm == 1)
|
|
{
|
|
return "0年-1年";
|
|
}
|
|
if (InvestmentTerm == 2)
|
|
{
|
|
return "1年-5年";
|
|
}
|
|
if (InvestmentTerm == 3)
|
|
{
|
|
return "5年以上";
|
|
}
|
|
return null;
|
|
}
|
|
|
|
public static string GetMarginOptionTypeName(int? marginOptionType)
|
|
{
|
|
if (marginOptionType == (int)MarginOptionEnum.单向追保)
|
|
{
|
|
return MarginOptionEnum.单向追保.ToString();
|
|
}
|
|
if (marginOptionType == (int)MarginOptionEnum.双向追保)
|
|
{
|
|
return MarginOptionEnum.双向追保.ToString();
|
|
}
|
|
if (marginOptionType == (int)MarginOptionEnum.对手方单向追保)
|
|
{
|
|
return MarginOptionEnum.对手方单向追保.ToString();
|
|
}
|
|
if (marginOptionType == (int)MarginOptionEnum.其他)
|
|
{
|
|
return MarginOptionEnum.其他.ToString();
|
|
}
|
|
return null;
|
|
}
|
|
|
|
public static List<SelectItem> GetMarginOptionType()
|
|
{
|
|
return new List<SelectItem> {
|
|
new SelectItem
|
|
{
|
|
Text = MarginOptionEnum.单向追保.ToString(),
|
|
Value = ((int)MarginOptionEnum.单向追保).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = MarginOptionEnum.双向追保.ToString(),
|
|
Value = ((int)MarginOptionEnum.双向追保).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = MarginOptionEnum.对手方单向追保.ToString(),
|
|
Value = ((int)MarginOptionEnum.对手方单向追保).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = MarginOptionEnum.其他.ToString(),
|
|
Value = ((int)MarginOptionEnum.其他).ToString()
|
|
}
|
|
};
|
|
}
|
|
|
|
/// <summary>
|
|
/// 交易种类
|
|
/// </summary>
|
|
public static List<SelectItem> GetAllDerivativesInvestmentVarieties()
|
|
{
|
|
return new List<SelectItem> {
|
|
new SelectItem
|
|
{
|
|
Text = DerivativesInvestmentVarietiesEnum.场外互换.ToString(),
|
|
Value = ((int)DerivativesInvestmentVarietiesEnum.场外互换).ToString()
|
|
}
|
|
};
|
|
}
|
|
|
|
public static string GetDerivativesInvestmentVarieties(int? derivativesInvestmentVarieties)
|
|
{
|
|
if (derivativesInvestmentVarieties == 1)
|
|
{
|
|
return "场外期权";
|
|
}
|
|
|
|
if (derivativesInvestmentVarieties == 2)
|
|
{
|
|
return "场外互换";
|
|
}
|
|
|
|
if (derivativesInvestmentVarieties == 3)
|
|
{
|
|
return "远期";
|
|
}
|
|
|
|
if (derivativesInvestmentVarieties == 4)
|
|
{
|
|
return "其他";
|
|
}
|
|
return null;
|
|
}
|
|
|
|
/// <summary>
|
|
///
|
|
/// </summary>
|
|
public static List<SelectItem> GetAllExpectedReturn()
|
|
{
|
|
return new List<SelectItem> {
|
|
new SelectItem
|
|
{
|
|
Text = EnumHelper.GetDescriptionByName(ExpectedReturnEnum.partone),
|
|
Value = ((int)ExpectedReturnEnum.partone).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = EnumHelper.GetDescriptionByName(ExpectedReturnEnum.parttwo),
|
|
Value = ((int)ExpectedReturnEnum.parttwo).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = EnumHelper.GetDescriptionByName(ExpectedReturnEnum.partthree),
|
|
Value = ((int)ExpectedReturnEnum.partthree).ToString()
|
|
}
|
|
};
|
|
}
|
|
|
|
public static string GetExpectedReturn(int? expectedReturn)
|
|
{
|
|
if (expectedReturn == 1)
|
|
{
|
|
return "5%-10%";
|
|
}
|
|
if (expectedReturn == 2)
|
|
{
|
|
return "10%-50%";
|
|
}
|
|
if (expectedReturn == 3)
|
|
{
|
|
return "50%以上";
|
|
}
|
|
return null;
|
|
}
|
|
|
|
/// <summary>
|
|
/// 不良诚信记录
|
|
/// </summary>
|
|
public static List<SelectItem> GetAllBadFaithRecord()
|
|
{
|
|
return new List<SelectItem> {
|
|
new SelectItem
|
|
{
|
|
Text = BadFaithRecordEnum.无.ToString(),
|
|
Value = ((int)BadFaithRecordEnum.无).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = BadFaithRecordEnum.中国人民银行征信中心.ToString(),
|
|
Value = ((int)BadFaithRecordEnum.中国人民银行征信中心).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = BadFaithRecordEnum.最高人民法院失信被执行人名单.ToString(),
|
|
Value = ((int)BadFaithRecordEnum.最高人民法院失信被执行人名单).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = BadFaithRecordEnum.工商行政管理机构.ToString(),
|
|
Value = ((int)BadFaithRecordEnum.工商行政管理机构).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = BadFaithRecordEnum.税务管理机构.ToString(),
|
|
Value = ((int)BadFaithRecordEnum.税务管理机构).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = BadFaithRecordEnum.监管机构.ToString(),
|
|
Value = ((int)BadFaithRecordEnum.监管机构).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = BadFaithRecordEnum.自律组织.ToString(),
|
|
Value = ((int)BadFaithRecordEnum.自律组织).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = BadFaithRecordEnum.其他组织.ToString(),
|
|
Value = ((int)BadFaithRecordEnum.其他组织).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = BadFaithRecordEnum.投资者在期货经营机构从事投资活动时产生的违约失信行为记录.ToString(),
|
|
Value = ((int)BadFaithRecordEnum.投资者在期货经营机构从事投资活动时产生的违约失信行为记录).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = BadFaithRecordEnum.过度维权等不当行为信息.ToString(),
|
|
Value = ((int)BadFaithRecordEnum.过度维权等不当行为信息).ToString()
|
|
}
|
|
};
|
|
}
|
|
|
|
public static string GetBadFaithRecord(int? badFaithRecord)
|
|
{
|
|
if (badFaithRecord == 1)
|
|
{
|
|
return "无";
|
|
}
|
|
if (badFaithRecord == 2)
|
|
{
|
|
return "中国人民银行征信中心";
|
|
}
|
|
if (badFaithRecord == 3)
|
|
{
|
|
return "最高人民法院失信被执行人名单";
|
|
}
|
|
if (badFaithRecord == 4)
|
|
{
|
|
return "工商行政管理机构";
|
|
}
|
|
if (badFaithRecord == 5)
|
|
{
|
|
return "税务管理机构";
|
|
}
|
|
if (badFaithRecord == 6)
|
|
{
|
|
return "监管机构";
|
|
}
|
|
if (badFaithRecord == 7)
|
|
{
|
|
return "自律组织";
|
|
}
|
|
if (badFaithRecord == 8)
|
|
{
|
|
return "其他组织";
|
|
}
|
|
if (badFaithRecord == 9)
|
|
{
|
|
return "投资者在期货经营机构从事投资活动时产生的违约失信行为记录";
|
|
}
|
|
if (badFaithRecord == 10)
|
|
{
|
|
return "过度维权等不当行为信息";
|
|
}
|
|
return null;
|
|
}
|
|
|
|
public static List<SelectItem> GetAppropriatenessDegree()
|
|
{
|
|
return new List<SelectItem> {
|
|
new SelectItem
|
|
{
|
|
Text = AppropriatenessDegreeEnum.C1.ToString(),
|
|
Value = ((int)AppropriatenessDegreeEnum.C1).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = AppropriatenessDegreeEnum.C2.ToString(),
|
|
Value = ((int)AppropriatenessDegreeEnum.C2).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = AppropriatenessDegreeEnum.C3.ToString(),
|
|
Value = ((int)AppropriatenessDegreeEnum.C3).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = AppropriatenessDegreeEnum.C4.ToString(),
|
|
Value = ((int)AppropriatenessDegreeEnum.C4).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = AppropriatenessDegreeEnum.C5.ToString(),
|
|
Value = ((int)AppropriatenessDegreeEnum.C5).ToString()
|
|
}
|
|
};
|
|
}
|
|
|
|
public static string GetAppropriatenessDegree(int? appropriatenessDegree)
|
|
{
|
|
if (appropriatenessDegree == 1)
|
|
{
|
|
return "C1";
|
|
}
|
|
|
|
if (appropriatenessDegree == 2)
|
|
{
|
|
return "C2";
|
|
}
|
|
|
|
if (appropriatenessDegree == 3)
|
|
{
|
|
return "C3";
|
|
}
|
|
|
|
if (appropriatenessDegree == 4)
|
|
{
|
|
return "C4";
|
|
}
|
|
|
|
if (appropriatenessDegree == 5)
|
|
{
|
|
return "C5";
|
|
}
|
|
return null;
|
|
}
|
|
|
|
public static List<SelectItem> GetRiskServiceDegree()
|
|
{
|
|
return new List<SelectItem> {
|
|
new SelectItem
|
|
{
|
|
Text = RiskServiceDegreeEnum.R1.ToString(),
|
|
Value = ((int)RiskServiceDegreeEnum.R1).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = RiskServiceDegreeEnum.R2.ToString(),
|
|
Value = ((int)RiskServiceDegreeEnum.R2).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = RiskServiceDegreeEnum.R3.ToString(),
|
|
Value = ((int)RiskServiceDegreeEnum.R3).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = RiskServiceDegreeEnum.R4.ToString(),
|
|
Value = ((int)RiskServiceDegreeEnum.R4).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = RiskServiceDegreeEnum.R5.ToString(),
|
|
Value = ((int)RiskServiceDegreeEnum.R5).ToString()
|
|
}
|
|
};
|
|
}
|
|
|
|
public static string GetRiskServiceDegree(int? riskServiceDegree)
|
|
{
|
|
if (riskServiceDegree == 1)
|
|
{
|
|
return "R1";
|
|
}
|
|
|
|
if (riskServiceDegree == 2)
|
|
{
|
|
return "R2";
|
|
}
|
|
|
|
if (riskServiceDegree == 3)
|
|
{
|
|
return "R3";
|
|
}
|
|
|
|
if (riskServiceDegree == 4)
|
|
{
|
|
return "R4";
|
|
}
|
|
|
|
if (riskServiceDegree == 5)
|
|
{
|
|
return "R5";
|
|
}
|
|
return null;
|
|
}
|
|
|
|
public static List<SelectItem> GetYesOrNoItems(bool forBooleanValue = false)
|
|
{
|
|
if (forBooleanValue)
|
|
{
|
|
return new List<SelectItem> {
|
|
new SelectItem { Text = "是", Value = "True" },
|
|
new SelectItem { Text = "否", Value = "False" }
|
|
};
|
|
}
|
|
|
|
return new List<SelectItem> {
|
|
new SelectItem { Text = "是", Value = "1" },
|
|
new SelectItem { Text = "否", Value = "0" }
|
|
};
|
|
}
|
|
|
|
public static List<SelectItem> GetYesOrNo()
|
|
{
|
|
return new List<SelectItem> {
|
|
new SelectItem { Text = "否", Value = "0" },
|
|
new SelectItem { Text = "是", Value = "1" }
|
|
};
|
|
}
|
|
|
|
public static string GetYesOrNo(bool isEvaluate)
|
|
{
|
|
return isEvaluate ? "是" : "否";
|
|
}
|
|
|
|
public static string GetYesOrNo(int? isEvaluate)
|
|
{
|
|
return isEvaluate == 1 ? "是" : "否";
|
|
}
|
|
|
|
/// <summary>
|
|
/// 适当性评估人
|
|
/// </summary>
|
|
public static List<SelectItem> GetAppropriatenessAssessor(bool checkStatus = true)
|
|
{
|
|
var appropriatenessAssessor = RoleRight.GetSystemUserByFunction("担任适当性评估人", checkStatus);
|
|
return appropriatenessAssessor != null && appropriatenessAssessor.Any()
|
|
? appropriatenessAssessor.Select(x => new SelectItem { Text = x.Name, Value = x.Id.ToString() }).ToList()
|
|
: new List<SelectItem>();
|
|
}
|
|
|
|
/// <summary>
|
|
/// 适当性评估人
|
|
/// </summary>
|
|
public static string GetAppropriatenessAssessorName(int id)
|
|
{
|
|
using (var db = DbContextFactory.GetErpBaseContext())
|
|
{
|
|
return db.SystemUsers.FirstOrDefault(x => x.Id == id)?.Name ?? string.Empty;
|
|
}
|
|
}
|
|
|
|
public static List<SelectItem> GetAllCustomerManager()
|
|
{
|
|
using (var db = DbContextFactory.GetErpBaseContext())
|
|
{
|
|
var customerManager = db.SystemUsers.Where(a => a.State == 0 && (a.AccountPost & (int)AccountPostEnum.客户经理) > 0).AsQueryable();
|
|
if (customerManager.Any())
|
|
{
|
|
return customerManager.Select(a => new SelectItem { Text = a.Name, Value = a.Id.ToString() }).ToList();
|
|
}
|
|
else
|
|
{
|
|
return new List<SelectItem>();
|
|
}
|
|
}
|
|
}
|
|
|
|
/// <summary>
|
|
/// 获取所有卖方权利金交割日类型
|
|
/// </summary>
|
|
public static List<SelectItem> GetAllSellerRightDeliveryDayType()
|
|
{
|
|
return new List<SelectItem>
|
|
{
|
|
new SelectItem { Text = "交易日", Value = "0" },
|
|
new SelectItem { Text = "行权日", Value = "1" }
|
|
};
|
|
}
|
|
|
|
public static List<SelectItem> GetAllLicenseType()
|
|
{
|
|
return new List<SelectItem>
|
|
{
|
|
new SelectItem {
|
|
Text = LicenseTypeEnum.营业执照.ToString(),
|
|
Value = LicenseTypeEnum.营业执照.ToString()
|
|
},
|
|
new SelectItem {
|
|
Text = LicenseTypeEnum.产品编号.ToString(),
|
|
Value = LicenseTypeEnum.产品编号.ToString()
|
|
},
|
|
new SelectItem {
|
|
Text = LicenseTypeEnum.身份证.ToString(),
|
|
Value = LicenseTypeEnum.身份证.ToString()
|
|
}
|
|
};
|
|
}
|
|
|
|
public static List<SelectItem> GetAllInstitutionalAttributes()
|
|
{
|
|
return new List<SelectItem>
|
|
{
|
|
new SelectItem {
|
|
Text = InstitutionalAttributesEnum.国有.ToString(),
|
|
Value = InstitutionalAttributesEnum.国有.ToString()
|
|
},
|
|
new SelectItem {
|
|
Text = InstitutionalAttributesEnum.民营.ToString(),
|
|
Value = InstitutionalAttributesEnum.民营.ToString()
|
|
},
|
|
new SelectItem {
|
|
Text = InstitutionalAttributesEnum.外商.ToString(),
|
|
Value = InstitutionalAttributesEnum.外商.ToString()
|
|
},
|
|
new SelectItem {
|
|
Text = InstitutionalAttributesEnum.其他.ToString(),
|
|
Value = InstitutionalAttributesEnum.其他.ToString()
|
|
}
|
|
};
|
|
}
|
|
|
|
public static List<SelectItem> GetAllClientType()
|
|
{
|
|
var AllClientType = new List<SelectItem>
|
|
{
|
|
new SelectItem {
|
|
Text = ClientTypeEnum.机构.ToString(),
|
|
Value = ClientTypeEnum.机构.ToString()
|
|
},
|
|
new SelectItem {
|
|
Text = ClientTypeEnum.产品.ToString(),
|
|
Value = ClientTypeEnum.产品.ToString()
|
|
}
|
|
};
|
|
|
|
if (PS.Config.Is国泰君安)
|
|
{
|
|
AllClientType.Add(new SelectItem
|
|
{
|
|
Text = ClientTypeEnum.自然人.ToString(),
|
|
Value = ClientTypeEnum.自然人.ToString()
|
|
});
|
|
}
|
|
|
|
return AllClientType;
|
|
}
|
|
|
|
//评估有效期
|
|
//增加扩展项时,请同步去ClientLinqExtendService.GetEvaluateDate()方法中增加解析case;
|
|
public static List<SelectItem> GetEvaluateOfValidity()
|
|
{
|
|
return new List<SelectItem>
|
|
{
|
|
new SelectItem { Text = "3个月", Value = "3个月" },
|
|
new SelectItem { Text = "6个月", Value = "6个月" },
|
|
new SelectItem { Text = "12个月", Value = "12个月" },
|
|
new SelectItem { Text = "长期", Value = "长期" }
|
|
};
|
|
}
|
|
|
|
//适当性客户分类
|
|
public static List<SelectItem> GetProperClientClass()
|
|
{
|
|
if (PS.Config.Is方顿)
|
|
{
|
|
return new List<SelectItem>
|
|
{
|
|
new SelectItem {
|
|
Text = ProperClientClassEnum.特殊专业投资者.ToString(),
|
|
Value = ProperClientClassEnum.特殊专业投资者.ToString()
|
|
},
|
|
new SelectItem {
|
|
Text = ProperClientClassEnum.一般专业投资者.ToString(),
|
|
Value = ProperClientClassEnum.一般专业投资者.ToString()
|
|
},
|
|
new SelectItem {
|
|
Text = ProperClientClassEnum.经转化的专业投资者.ToString(),
|
|
Value = ProperClientClassEnum.经转化的专业投资者.ToString()
|
|
},
|
|
new SelectItem {
|
|
Text = ProperClientClassEnum.普通投资者.ToString(),
|
|
Value = ProperClientClassEnum.普通投资者.ToString()
|
|
}
|
|
};
|
|
}
|
|
|
|
return new List<SelectItem>
|
|
{
|
|
new SelectItem {
|
|
Text = ProperClientClassEnum.金融机构专业投资者.ToString(),
|
|
Value = ProperClientClassEnum.金融机构专业投资者.ToString()
|
|
},
|
|
new SelectItem {
|
|
Text = ProperClientClassEnum.一般机构专业投资者.ToString(),
|
|
Value = ProperClientClassEnum.一般机构专业投资者.ToString()
|
|
},
|
|
new SelectItem {
|
|
Text = ProperClientClassEnum.自然人专业投资者.ToString(),
|
|
Value = ProperClientClassEnum.自然人专业投资者.ToString()
|
|
},
|
|
new SelectItem {
|
|
Text = ProperClientClassEnum.一般机构普通投资者.ToString(),
|
|
Value = ProperClientClassEnum.一般机构普通投资者.ToString()
|
|
},
|
|
new SelectItem {
|
|
Text = ProperClientClassEnum.自然人普通投资者.ToString(),
|
|
Value = ProperClientClassEnum.自然人普通投资者.ToString()
|
|
}
|
|
};
|
|
}
|
|
|
|
/// <summary>
|
|
/// 个人客户风险承受能力等级
|
|
/// </summary>
|
|
public static List<SelectItem> GetEndureLevel()
|
|
{
|
|
return new List<SelectItem>
|
|
{
|
|
new SelectItem { Text = "C1", Value = "C1" },
|
|
new SelectItem { Text = "C2", Value = "C2" },
|
|
new SelectItem { Text = "C3", Value = "C3" },
|
|
new SelectItem { Text = "C4", Value = "C4" },
|
|
new SelectItem { Text = "C5", Value = "C5" },
|
|
};
|
|
}
|
|
|
|
public static List<SelectItem> GetAppropriatenessList()
|
|
{
|
|
using (var basedb = DbContextFactory.GetErpBaseContext())
|
|
{
|
|
var query = from dic in basedb.Dictionaries
|
|
join items in basedb.DictionaryItems on dic.Id equals items.DictId
|
|
where dic.Name == "适当性评级"
|
|
select new SelectItem
|
|
{
|
|
Text = items.Name,
|
|
Value = items.IndexNum.ToString()
|
|
};
|
|
|
|
return query.ToList();
|
|
}
|
|
}
|
|
|
|
public static List<SelectItem> GetAllInvestorType()
|
|
{
|
|
return new List<SelectItem> {
|
|
new SelectItem
|
|
{
|
|
Text = InvestorTypeEnum.工业.ToString(),
|
|
Value = ((int)InvestorTypeEnum.工业).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = InvestorTypeEnum.农业.ToString(),
|
|
Value = ((int)InvestorTypeEnum.农业).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = InvestorTypeEnum.商业贸易.ToString(),
|
|
Value = ((int)InvestorTypeEnum.商业贸易).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = InvestorTypeEnum.多元化集团公司.ToString(),
|
|
Value = ((int)InvestorTypeEnum.多元化集团公司).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = InvestorTypeEnum.房地产.ToString(),
|
|
Value = ((int)InvestorTypeEnum.房地产).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = InvestorTypeEnum.投资或咨询公司.ToString(),
|
|
Value = ((int)InvestorTypeEnum.投资或咨询公司).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = InvestorTypeEnum.财务公司.ToString(),
|
|
Value = ((int)InvestorTypeEnum.财务公司).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = InvestorTypeEnum.信托.ToString(),
|
|
Value = ((int)InvestorTypeEnum.信托).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = InvestorTypeEnum.保险公司.ToString(),
|
|
Value = ((int)InvestorTypeEnum.保险公司).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = InvestorTypeEnum.证券集合理财.ToString(),
|
|
Value = ((int)InvestorTypeEnum.证券集合理财).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = InvestorTypeEnum.证券自营.ToString(),
|
|
Value = ((int)InvestorTypeEnum.证券自营).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = InvestorTypeEnum.基金专户理财.ToString(),
|
|
Value = ((int)InvestorTypeEnum.基金专户理财).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = InvestorTypeEnum.封闭式基金.ToString(),
|
|
Value = ((int)InvestorTypeEnum.封闭式基金).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = InvestorTypeEnum.QFII.ToString(),
|
|
Value = ((int)InvestorTypeEnum.QFII).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = InvestorTypeEnum.保本基金.ToString(),
|
|
Value = ((int)InvestorTypeEnum.保本基金).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = InvestorTypeEnum.证券定向理财.ToString(),
|
|
Value = ((int)InvestorTypeEnum.证券定向理财).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = InvestorTypeEnum.开放式基金_不包括ETF.ToString(),
|
|
Value = ((int)InvestorTypeEnum.开放式基金_不包括ETF).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = InvestorTypeEnum.ETF.ToString(),
|
|
Value = ((int)InvestorTypeEnum.ETF).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = InvestorTypeEnum.企业年金.ToString(),
|
|
Value = ((int)InvestorTypeEnum.企业年金).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = InvestorTypeEnum.社保基金.ToString(),
|
|
Value = ((int)InvestorTypeEnum.社保基金).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = InvestorTypeEnum.银行自营.ToString(),
|
|
Value = ((int)InvestorTypeEnum.银行自营).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = InvestorTypeEnum.银行理财.ToString(),
|
|
Value = ((int)InvestorTypeEnum.银行理财).ToString()
|
|
},
|
|
new SelectItem
|
|
{
|
|
Text = InvestorTypeEnum.期货风险管理子公司.ToString(),
|
|
Value = ((int)InvestorTypeEnum.期货风险管理子公司).ToString()
|
|
}
|
|
};
|
|
}
|
|
|
|
/// <summary>
|
|
/// 客户等级
|
|
/// </summary>
|
|
public static List<SelectItem> GetAllclientlevel(int selectedId = 0)
|
|
{
|
|
var ClientLevels = DataCacheProvider.GetClientLevelDataSource().AsQueryable()
|
|
.Where(n => n.ValidState != ConsGlobal.InValid)
|
|
.Select(n => new SelectItem
|
|
{
|
|
Text = n.LevelName,
|
|
Value = n.id + "",
|
|
Selected = selectedId == n.id
|
|
}).ToList();
|
|
if (ClientLevels.Count == 0)
|
|
{
|
|
ClientLevels = DbContextFactory.GetClientDbContext(null).clientlevel.AsQueryable()
|
|
.Where(n => n.ValidState != ConsGlobal.InValid)
|
|
.Select(n => new SelectItem
|
|
{
|
|
Text = n.LevelName,
|
|
Value = n.id + "",
|
|
Selected = selectedId == n.id
|
|
}).ToList();
|
|
}
|
|
return ClientLevels;
|
|
}
|
|
|
|
public static List<SelectItem> GetAllCurrency()
|
|
{
|
|
using (var db = DbContextFactory.GetYLDbContext())
|
|
{
|
|
var list = new List<SelectItem>();
|
|
var currencyCodes = db.currency.Select(o => o.CurrencyCode);
|
|
foreach (var item in currencyCodes)
|
|
{
|
|
list.Add(new SelectItem
|
|
{
|
|
Value = item,
|
|
Text = item
|
|
});
|
|
}
|
|
return list;
|
|
}
|
|
}
|
|
|
|
/// <summary>
|
|
/// 客户等级名称
|
|
/// </summary>
|
|
public static string GetLevelName(int? id)
|
|
{
|
|
if (id == null || id < 1)
|
|
{
|
|
return null;
|
|
}
|
|
|
|
using (var db = DbContextFactory.GetClientDbContext(null))
|
|
{
|
|
return db.clientlevel.Where(m => m.id == id.Value).Select(m => m.LevelName).FirstOrDefault();
|
|
}
|
|
}
|
|
|
|
public static List<SelectItem> GetClearingAgency()
|
|
{
|
|
var result = new List<SelectItem>();
|
|
foreach (var item in ConsReport.ClearingAgencyMap)
|
|
{
|
|
if (item.Key != "甲方" && item.Key != "乙方")
|
|
{
|
|
result.Add(new SelectItem() { Text = item.Key, Value = item.Key });
|
|
}
|
|
}
|
|
return result;
|
|
}
|
|
|
|
/// <summary>
|
|
/// 适当性评估过期状态
|
|
/// </summary>
|
|
public static List<SelectItem> GetAssessmentExpiredStatusForQuery()
|
|
{
|
|
return new List<SelectItem>
|
|
{
|
|
new SelectItem{ Text = "全部", Value = "" },
|
|
new SelectItem{ Text = "30日内过期", Value = "30" },
|
|
new SelectItem{ Text = "已过期", Value = "1" },
|
|
};
|
|
}
|
|
|
|
/// <summary>
|
|
/// 互换对冲方式
|
|
/// </summary>
|
|
public static List<SelectItem> GetSwapHedgingType()
|
|
{
|
|
return new List<SelectItem>
|
|
{
|
|
new SelectItem { Text = "全部", Value = "" },
|
|
new SelectItem { Text = "手动对冲", Value = "0" },
|
|
new SelectItem { Text = "自动对冲", Value = "1" },
|
|
};
|
|
}
|
|
|
|
/// <summary>
|
|
/// 交易种类
|
|
/// </summary>
|
|
public static List<SelectItem> GetAllDerivativesInvestmentVarietiesForCredit()
|
|
{
|
|
return new List<SelectItem> {
|
|
new SelectItem
|
|
{
|
|
Text = DerivativesInvestmentVarietiesEnum.场外互换.ToString(),
|
|
Value = ((int)DerivativesInvestmentVarietiesEnum.场外互换).ToString()
|
|
}
|
|
};
|
|
}
|
|
|
|
/// <summary>
|
|
/// 互换类型
|
|
/// </summary>
|
|
public static List<SelectItem> GetSwapTypes()
|
|
{
|
|
return new List<SelectItem> {
|
|
new SelectItem
|
|
{
|
|
Text = SwapTypeEnum.普通.ToString(),
|
|
Value = SwapTypeEnum.普通.ToString()
|
|
},
|
|
};
|
|
}
|
|
|
|
/// <summary>
|
|
/// 电子盘登录用户名称列表
|
|
/// </summary>
|
|
public static List<SelectItem> GetAllClientUserNames(int selectedId = 0)
|
|
{
|
|
using (var db = DbContextFactory.GetClientDbContext(null))
|
|
{
|
|
return db.ClientUser.Select(t => new SelectItem
|
|
{
|
|
Text = t.LoginName,
|
|
Value = t.LoginName,
|
|
Selected = selectedId == t.id
|
|
}).ToList();
|
|
}
|
|
}
|
|
|
|
/// <summary>
|
|
/// 审批组
|
|
/// </summary>
|
|
/// <returns></returns>
|
|
public static List<SelectItem> GetApprovalgroups()
|
|
{
|
|
using (var db = DbContextFactory.GetErpBaseContext())
|
|
{
|
|
return db.approvalgroups.Select(n => new SelectItem
|
|
{
|
|
Text = n.groupName,
|
|
Value = n.id + "",
|
|
}).ToList();
|
|
}
|
|
}
|
|
}
|
|
} |