313 lines
11 KiB
C#
313 lines
11 KiB
C#
using BaseOUDAL;
|
|
using YLErp.BLL;
|
|
|
|
namespace YLErp.Modules.ClientModule
|
|
{
|
|
/// <summary>
|
|
/// 客户资信评级服务
|
|
/// </summary>
|
|
public class ClientRatingService : ClientBaseService
|
|
{
|
|
public ClientRatingService(OptUserInfo userInfo) : base(userInfo)
|
|
{
|
|
}
|
|
|
|
public ClientRatingService(ClientBaseService baseService) : base(baseService)
|
|
{
|
|
}
|
|
|
|
/// <summary>
|
|
/// 检查授信总额度是否是否超过了资信等级对应的额度
|
|
/// </summary>
|
|
public bool IsCreditOverTheCreditLine(CreditTable newCredit)
|
|
{
|
|
var curDate = valuedateBLL.ValueDate;
|
|
//var clientrating = db.Client_Rating.Where(x => !x.IsDeleted && x.ProcessStatus == "已审批" && x.ClientId == newCredit.ClientId && newCredit.CreditStartDate >= x.RatingStartDate)
|
|
// .OrderByDescending(x => x.RatingDeadLine).ThenByDescending(x => x.ProcessOptDate).FirstOrDefault();
|
|
Tuple<int, string> clientrating = GetCurrentCreditRating(curDate, newCredit.ClientId ?? 0);
|
|
if (clientrating == null)
|
|
{
|
|
return false;
|
|
}
|
|
|
|
var creditRating = DbContext.credit_rating.FirstOrDefault(r => r.id == clientrating.Item1 && r.ValidState != ConsGlobal.InValid);
|
|
//如果为空或者额度不限，表示没有限额
|
|
if (creditRating == null || creditRating.IsUnLimited == 1)
|
|
{
|
|
return false;
|
|
}
|
|
return (newCredit?.Credit ?? 0) > creditRating.CreditLine;
|
|
}
|
|
|
|
/// <summary>
|
|
/// 获取当前日期有效的客户评级
|
|
/// </summary>
|
|
public Tuple<int, string> GetCurrentCreditRating(DateTime valuedate, int clientId)
|
|
{
|
|
var perfectCreditRating = DbContext.Client_Rating.Where(x => !x.IsDeleted && x.ProcessStatus == "已审批" && x.ClientId == clientId
|
|
&& x.RatingStartDate <= valuedate && x.RatingDeadLine >= valuedate).OrderByDescending(x => x.RatingDeadLine).ThenByDescending(x => x.ProcessOptDate).FirstOrDefault();//优先取deadline最大的
|
|
if (perfectCreditRating != null)
|
|
{
|
|
return new Tuple<int, string>(perfectCreditRating.CreditRatingId, perfectCreditRating.CreditRatingStr);
|
|
}
|
|
return null;
|
|
}
|
|
|
|
/// <summary>
|
|
/// 获取列表数据
|
|
/// </summary>
|
|
public SearchListResult<ClientRatingDto> SearchList(ClientRatingReq req)
|
|
{
|
|
var creditProcessList = yldb.approvalprocess.Where(x => x.processType == "CreditProcess").ToArray();
|
|
|
|
var valuedate = valuedateBLL.ValueDate;
|
|
var Client_RatingOpenProcessOrder = yldb.approvalprocess.Where(x => x.processType == "CreditProcess").Count();
|
|
|
|
|
|
|
|
var query = from source in DbContext.Client_Rating.AsQueryable().Where(s => !s.IsDeleted)
|
|
//join process in yldb.approvalprocess.Where(a => a.processType == "CreditProcess") on source.ProcessOrderId equals process.order into pro
|
|
//from proce in pro.DefaultIfEmpty()
|
|
join client in DbContext.client.Where(a => req.DbClientIds.Contains(a.id)) on source.ClientId equals client.id
|
|
select new ClientRatingDto
|
|
{
|
|
id = source.id,
|
|
ClientId = source.ClientId,
|
|
ClientName = source.ClientName,
|
|
RatingStartDate = source.RatingStartDate,
|
|
RatingDeadLine = source.RatingDeadLine,
|
|
ClientNumber = source.ClientNumber,
|
|
ProcessStatusOriginal = source.ProcessStatus,
|
|
ProcessStatus = source.ProcessStatus == "审批中" ? source.ProcessStatus + " 流程" + (source.ProcessOrderId - 1) + "/" + Client_RatingOpenProcessOrder : source.ProcessStatus,
|
|
//ProcessRoleId = proce.roleId,
|
|
ProcessRoleName = "",
|
|
ProcessOptDate = source.ProcessOptDate,
|
|
OptId = source.OptId,
|
|
OptName = source.OptName,
|
|
ProcessOrderId = source.ProcessOrderId,
|
|
OptDate = source.OptDate,
|
|
RoleId = source.RoleId,
|
|
RoleName = source.RoleName,
|
|
CreditRatingId = source.CreditRatingId,
|
|
CreditRatingStr = source.CreditRatingStr,
|
|
RatingAccording = source.RatingAccording,
|
|
RatingPersonnel = source.RatingPersonnel,
|
|
CheckPersonnel = source.CheckPersonnel,
|
|
Comments = source.Comments,
|
|
BusinessType = client.BusinessType
|
|
};
|
|
|
|
if (req.ShowExpiredRecords)
|
|
{
|
|
var notExpiredCids = DbContext.Client_Rating.Where(x => !x.IsDeleted && x.ProcessStatus == "已审批"
|
|
&& x.RatingStartDate <= valuedate && x.RatingDeadLine >= valuedate && x.ClientId > 0).Select(x => x.ClientId).Distinct().ToArray();//具有有效评级的客户
|
|
query = query.Where(d => !notExpiredCids.Contains(d.ClientId));
|
|
}
|
|
|
|
if (req.ClientId > 0)
|
|
{
|
|
query = query.Where(d => d.ClientId == req.ClientId);
|
|
}
|
|
|
|
if (!string.IsNullOrEmpty(req.ClientName))
|
|
{
|
|
query = query.Where(d => d.ClientName.Contains(req.ClientName));
|
|
}
|
|
|
|
if (!string.IsNullOrWhiteSpace(req.ProcessStatuses))
|
|
{
|
|
query = query.Where(d => req.ProcessStatusList.Contains(d.ProcessStatusOriginal));
|
|
}
|
|
if (req.RatingDeadLineStart != DateTime.MinValue)
|
|
{
|
|
query = query.Where(d => d.RatingDeadLine >= req.RatingDeadLineStart);
|
|
}
|
|
|
|
if (req.RatingDeadLineEnd != DateTime.MinValue)
|
|
{
|
|
query = query.Where(d => d.RatingDeadLine <= req.RatingDeadLineEnd);
|
|
}
|
|
|
|
if (!string.IsNullOrEmpty(req.ClientNumber))
|
|
{
|
|
query = query.Where(d => d.ClientNumber.Contains(req.ClientNumber));
|
|
}
|
|
|
|
if (req.OptId != null)
|
|
{
|
|
query = query.Where(d => d.OptId == req.OptId);
|
|
}
|
|
|
|
if (!string.IsNullOrEmpty(req.OptName))
|
|
{
|
|
query = query.Where(d => d.OptName.Contains(req.OptName));
|
|
}
|
|
|
|
if (req.OptDateStart != DateTime.MinValue)
|
|
{
|
|
query = query.Where(d => d.OptDate >= req.OptDateStart);
|
|
}
|
|
|
|
if (req.OptDateEnd != DateTime.MinValue)
|
|
{
|
|
DateTime OptDateTemp = req.OptDateEnd.AddDays(1);
|
|
query = query.Where(d => d.OptDate < OptDateTemp);
|
|
}
|
|
|
|
if (string.IsNullOrEmpty(req.sidx))
|
|
{
|
|
req.sidx = "id";
|
|
req.sord = "desc";
|
|
}
|
|
var DbErpBaseContext = new ErpBaseContext();
|
|
query = query.OrderByDescending(x => x.OptDate);
|
|
var retListResult = query.ToSearchList(req);
|
|
var listRoles = DbErpBaseContext.Roles.Select(n => new { n.Id, n.Name }).ToDictionary(n => n.Id, m => m.Name);
|
|
foreach (var item in retListResult.rows)
|
|
{
|
|
if (item.ProcessOrderId > 0)
|
|
{
|
|
item.ProcessRoleId = creditProcessList.FirstOrDefault(n => n.order == item.ProcessOrderId)?.roleId;
|
|
}
|
|
if (item.ProcessRoleId != null && listRoles.TryGetValue(item.ProcessRoleId.Value, out var name))
|
|
{
|
|
item.ProcessRoleName = name;
|
|
}
|
|
}
|
|
return retListResult;
|
|
}
|
|
}
|
|
|
|
/// <summary>
|
|
/// 客户资信评级查询请求
|
|
/// </summary>
|
|
public class ClientRatingReq : BaseSearchReq
|
|
{
|
|
public int? id { get; set; }
|
|
|
|
/// <summary>
|
|
/// 评级Id
|
|
/// </summary>
|
|
public int CreditRatingId { get; set; }
|
|
|
|
/// <summary>
|
|
/// 评级
|
|
/// </summary>
|
|
public string CreditRatingStr { get; set; }
|
|
|
|
/// <summary>
|
|
/// 客户信息
|
|
/// </summary>
|
|
public int ClientId { get; set; }
|
|
|
|
public List<int> ClientIds { get; set; }
|
|
|
|
public List<int> DbClientIds { get; set; }
|
|
|
|
/// <summary>
|
|
/// 客户名称
|
|
/// </summary>
|
|
public string ClientName { get; set; }
|
|
|
|
/// <summary>
|
|
/// 评级起始日
|
|
/// </summary>
|
|
public DateTime? RatingStartDate { get; set; }
|
|
|
|
/// <summary>
|
|
/// 评级到期日
|
|
/// </summary>
|
|
public DateTime? RatingDeadLine { get; set; }
|
|
|
|
public DateTime RatingDeadLineStart { get; set; }
|
|
|
|
public DateTime RatingDeadLineEnd { get; set; }
|
|
|
|
public string RatingAccording { get; set; }
|
|
public string RatingPersonnel { get; set; }
|
|
public string CheckPersonnel { get; set; }
|
|
|
|
/// <summary>
|
|
/// 用户编号
|
|
/// </summary>
|
|
public string ClientNumber { get; set; }
|
|
|
|
/// <summary>
|
|
/// 操作人_optid
|
|
/// </summary>
|
|
public int? OptId { get; set; }
|
|
|
|
/// <summary>
|
|
/// 操作人_optid
|
|
/// </summary>
|
|
public string OptName { get; set; }
|
|
|
|
/// <summary>
|
|
/// 操作时间_createdate
|
|
/// </summary>
|
|
public DateTime? OptDate { get; set; }
|
|
|
|
public DateTime OptDateStart { get; set; }
|
|
|
|
public DateTime OptDateEnd { get; set; }
|
|
|
|
/// <summary>
|
|
/// 评级状态
|
|
/// </summary>
|
|
public string ProcessStatuses { get; set; }
|
|
|
|
public List<string> ProcessStatusList
|
|
{
|
|
get
|
|
{
|
|
if (string.IsNullOrWhiteSpace(ProcessStatuses))
|
|
{
|
|
return new List<string>();
|
|
}
|
|
|
|
return ProcessStatuses.Split(new[] { ',' }, StringSplitOptions.RemoveEmptyEntries).ToList();
|
|
}
|
|
}
|
|
|
|
/// <summary>
|
|
/// 客户代码列表
|
|
/// </summary>
|
|
public List<string> ClientNumberList { get; set; }
|
|
|
|
/// <summary>
|
|
/// 客户名称列表
|
|
/// </summary>
|
|
public List<string> ClientNameList { get; set; }
|
|
|
|
/// <summary>
|
|
/// 评级列表
|
|
/// </summary>
|
|
public List<string> RateList { get; set; }
|
|
|
|
/// <summary>
|
|
/// 评级有效期开始时间
|
|
/// </summary>
|
|
public DateTime? Client_RatingStartDateStart { get; set; }
|
|
|
|
/// <summary>
|
|
/// 评级有效期截至时间
|
|
/// </summary>
|
|
public DateTime? Client_RatingStartDateEnd { get; set; }
|
|
|
|
/// <summary>
|
|
/// 评级状态列表
|
|
/// </summary>
|
|
public List<string> ProcessStatusList_New { get; set; }
|
|
|
|
/// <summary>
|
|
/// 说明
|
|
/// </summary>
|
|
public string Comments { get; set; } = "";
|
|
|
|
/// <summary>
|
|
/// 只显示全部无效评级客户的记录
|
|
/// </summary>
|
|
public bool ShowExpiredRecords { get; set; }
|
|
}
|
|
}
|