Files
zszq-trs/YLErpWeb/App_Data/Config/clientEditConfig.js
T
2024-05-09 14:06:26 +08:00

170 lines
10 KiB
JavaScript

const editConfig =
{
sections:
[
{
tabId: "basic",
title: "基本信息",
className: "",
fields: [
{ name: "Number", label: "客户编号", type: "text", placeholder: "不填则自动生成" },
{ name: "ClientType", label: "客户类别", type: "select" },
{ name: "ProductNumber", label: "产品编号", type: "text" },
{ name: "RegisteredCapital", label: "注册资本(万元)", type: "text" },
{ name: "RegisteredAddress", label: "注册地址", type: "text" },
{ name: "SalesDepartmentId", label: "归属营业部", type: "select" },
{ name: "DefaultLoginName", label: "默认登录名", type: "text" },
{ name: "MarginOptionType", label: "追保方向", type: "select" },
{ name: "Abbreviation", label: "客户简称", type: "text" },
{ name: "ProtocolSignVersion", label: "协议签署版本", type: "select-m" },
{ name: "AdminFullName", label: "管理人全称", type: "text" },
{ name: "CounterpartyCode", label: "组织机构代码", type: "text" },
{ name: "SwapHedgingType", label: "互换对冲方式", type: "select" },
{ type: "new-col" },
{ name: "Name", label: "客户名称", type: "text", required: true },
{ name: "InstitutionalAttributes", label: "机构属性", type: "select", default: '民营' },
{ name: "LicenseType", label: "证照类型", type: "select" },
{ name: "ActualController", label: "实际控制人", type: "text" },
{ name: "PostalAddress", label: "办公地址", type: "text" },
{ name: "ProtocolSignDate", label: "商品类签署日期", type: "date" },
{ name: "RightProtocolSignDate", label: "权益类签署日期", type: "date" },
{ name: "Seller", label: "营业部销售", type: "select-m" },
{ name: "SamePeer", label: "同业/非同业", type: "select" },
{ name: "AdminRegisteredNum", label: "管理人登记编号", type: "text" },
{ name: "NFICode", label: "行业代码", type: "text" },
{ name: "AccessRule", label: "准入规则", type: "select" },
{ type: "new-col" },
{ name: "LevelId", label: "客户等级", type: "select" },
{ name: "BusinessType", label: "行业", type: "select", appendBlank: true },
{ name: "BankCreditRating", label: "银行信用评级", type: "select", appendBlank: true },
{ name: "CustomerNature1", label: "客户性质1", type: "text", readonly: true },
{ name: "CustomerNature2", label: "客户性质2", type: "text", readonly: true },
{ name: "LicenseCode", label: "证照编号", type: "text" },
{ name: "ActualBeneficiary", label: "实际受益人", type: "text" },
{ name: "Region", label: "地域", type: "text" },
{ name: "CustomerManagerId", label: "客户经理", type: "select" },
{ name: "IsTradeCredit", label: "期权费授信", type: "select" },
{ name: "ParentId", label: "所属机构", type: "select", appendBlank: true },
{ name: "IsDocShowParentName", label: "报告展示机构名称", type: "select" },
{ type: "new-row" },
{ name: "Remark", label: "备注", type: "text", layout: "row" }
]
},
{
tabId: "riskSurvy",
title: "投资风险调查",
className: "",
fields: [
{ name: "FinancialSituation", label: "财务状况", type: "text" },
{ name: "InvestmentExperience", label: "投资经验", type: "select" },
{ name: "RiskPreference", label: "风险偏好", type: "select" },
{ name: "DerivativesInvestmentVarieties", label: "交易种类", type: "select-m" },
{ type: "new-col" },
{ name: "FundsSource", label: "资金来源", type: "select" },
{ name: "BadFaithRecord", label: "不良诚信记录", type: "select" },
{ name: "AcceptableLoss", label: "可接受损失", type: "text" },
{ name: "TransactionTarget", label: "交易目的", type: "select-m" },
{ type: "new-col" },
{ name: "IsRealControl", label: "实际控制关系", type: "select" },
{ name: "InvestmentTerm", label: "投资期限", type: "select" },
{ name: "ExpectedReturn2", label: "期望收益", type: "select" },
{ name: "IsIndustryConnectVariety", label: "行业标的相关", type: "select" },
{ type: "new-row" },
{ name: "TradingInstType", label: "交易资产", type: "select-m" },
]
},
{
tabId: "eligibility",
title: "适当性管理",
className: "",
fields: [
{ name: "ProperClientClass", label: "适当性类型", type: "select", appendBlank: true },
{ name: "AppropriatenessDegree", label: "适当性评级", type: "select" },
{ name: "EvaluateDate", label: "评估日期", type: "date", appendIcon: true, iconClick: "historyEvaluateDate" },
{ name: "IsAssessmentResultChange", label: "评估结果变动", type: "select" },
{ type: "new-col" },
{ name: "IsEvaluate", label: "是否评估", type: "select" },
{ name: "RiskServiceDegree", label: "可接受风险服务", type: "select" },
{ name: "EvaluateOfValidity", label: "评估有效期", type: "select" },
{ name: "ChangeReasonAndEvaluationResults", label: "变动原因及历史", type: "text" },
{ type: "new-col" },
{ name: "QuestionnaireScore", label: "问卷得分", type: "text", placeholder: "请输入数字" },
{ name: "AppropriatenessAssessor", label: "适当性评估人", type: "select", appendBlank: true },
{ name: "IsRequireConversionTypes", label: "转化类型", type: "select" },
{ name: "DisbeliefRecord", label: "失信行为记录", type: "text" },
]
},
{
tabId: "bankcards",
title: "银行卡信息",
className: "dash",
viewPath: "_ClientBankcardList"
},
{
tabId: "files",
title: "文件管理",
className: "dash",
viewPath: "_ClientFileList"
},
{
tabId: "dutys",
title: "人员信息",
className: "dash",
viewPath: "_ClientDutyList"
},
{
tabId: "investors",
title: "产品投资人",
className: "dash",
viewPath: "_ClientInvestorsList"
}
],
selects: {
ClientType: ["机构", "产品", "自然人"],
InstitutionalAttributes: ["国有", "民营", "外商", "其他"],
LicenseType: ["营业执照", "产品编号", "身份证"],
MarginOptionType: [{ text: "单向追保", value: 0 }, { text: "双向追保", value: 1 }, { text: "对手方单向追保", value: 2 }, { text: "其他", value: 3 }],
SamePeer: [{ text: "同业", value: 0 }, { text: "非同业", value: 1 }],
IsTradeCredit: [{ text: "否", value: 0 }, { text: "是", value: 1 }],
IsDocShowParentName: [{ text: "否", value: 0 }, { text: "是", value: 1 }],
AccessRule: [{ text: "我方准入", value: 0 }, { text: "对手方准入", value: 1 }, { text: "双方准入", value: 2 }],
FundsSource: [{ text: "自有", value: 1 }, { text: "其他", value: 2 }],
TransactionTarget: [{ text: "投资", value: "投资" }, { text: "套利", value: "套利" }, { text: "套保", value: "套保" }, { text: "投机", value: "投机", visible: false }, { text: "风险管理", value: "风险管理" }],
IsRealControl: [{ text: "是", value: 1 }, { text: "否", value: 0 }],
InvestmentTerm: [{ text: "0年-1年", value: 1 }, { text: "1年-5年", value: 2 }, { text: "5年以上", value: 3 }, { text: "其他", value: 4 }],
IsIndustryConnectVariety: [{ text: "是", value: 1 }, { text: "否", value: 0 }],
TradingInstType: [{ text: "权益", value: 1 }, { text: "商品", value: 2 }, { text: "固定收益", value: 4 }, { text: "外汇", value: 8 }, { text: "信用", value: 16 }],
IsAssessmentResultChange: [{ text: "否", value: 0 }, { text: "是", value: 1 }],
IsEvaluate: [{ text: "否", value: 0 }, { text: "是", value: 1 }],
EvaluateOfValidity: [{ text: "----", value: "" }, "3个月", "6个月", "12个月", "长期"],
IsRequireConversionTypes: [{ text: "否", value: 0 }, { text: "是", value: 1 }],
IdCardType: [{ text: "身份证", value: 1 }, { text: "军官证", value: 2 }, { text: "港澳通行证", value: 3 }, { text: "护照", value: 4 }, { text: "台胞证", value: 5 }],
SwapHedgingType: [{ text: "手动", value: 0 }, { text: "自动", value: 1 }]
},
defaults: {
ClientType: "机构", InstitutionalAttributes: "民营", LicenseType: "营业执照",
AccessRule: "2", MarginOptionType: "0",
SamePeer: "1", IsTradeCredit: "1", IsDocShowParentName: "0", RiskPreference: "有限",
InvestmentExperience: "无", FundsSource: "1", BadFaithRecord: "1", DerivativesInvestmentVarieties: "1,2,3,4",
IsRealControl: "0", InvestmentTerm: "1", ExpectedReturn2: "5%-10%", IsIndustryConnectVariety: "1",
ProperClientClass: "", IsEvaluate: "0", EvaluateOfValidity: "", RiskServiceDegree: "1", AppropriatenessAssessor: "",
IsRequireConversionTypes: "0", TradingInstType: "1,2,4,8,16", IsAssessmentResultChange: "0",
ProtocolSignVersion: "", BusinessType: "", BankCreditRating: "", SwapHedgingType: '0'
}
}