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- using System;
- using System.Collections.Generic;
- using System.ComponentModel;
- using System.Data;
- using System.Drawing;
- using System.Linq;
- using System.Text;
- using System.Text.RegularExpressions;
- using System.Threading.Tasks;
- using System.Windows.Automation.Peers;
- using System.Windows.Forms;
- using System.Windows.Forms.DataVisualization.Charting;
- using static DataManager.DataAccess;
- using static DataManager.UIConstants;
- namespace DataManager
- {
- public partial class frmDataManager : Form
- {
- private DateTime defaultDatetime = DateTime.Now.AddDays(-30);
- private DataTable collectionTaskTable = new DataTable();
- private DataTable contactTaskTable;
- private DataTable orphanFundTable;
- private DataTable companyCoverageTable;
- private DataTable authorizedCompanyTable;
- private DataTable fundCoverageTable;
- private DataTable authorizedFundTable;
- private static int userId;
- public static int UserId { get => userId; set => userId = value; }
- public frmDataManager(int userid)
- {
- UserId = userid;
- InitializeComponent();
- InitializeData();
- }
- private void InitializeData()
- {
- #region Contact Task Tab
- DataTable dt_dm_user_1 = DataAccess.Get_dm_user(null, 1);
- dt_dm_user_1.Rows.Add(DataAccess.DM_NULL, 1, "全部");
- cmbContactor.DataSource = dt_dm_user_1;
- cmbContactor.DisplayMember = "username";
- cmbContactor.ValueMember = "userid";
- cmbContactor.SelectedValue = UserId;
- dtpContactTaskDate.Value = defaultDatetime;
- BindingSource bs4 = new BindingSource();
- Dictionary<int, string> d4 = new Dictionary<int, string>(ContactTaskType);
- d4.Add(DM_NULL, "全部");
- bs4.DataSource = d4;
- cmbContactTaskType.DataSource = bs4;
- cmbContactTaskType.DisplayMember = "Value";
- cmbContactTaskType.ValueMember = "Key";
- cmbContactTaskType.SelectedValue = (int)DM_NULL;
- BindingSource bs = new BindingSource();
- Dictionary<int, string> d = new Dictionary<int, string>(ContactTaskStatus);
- d.Add(DM_NULL, "全部");
- bs.DataSource = d;
- cmbContactTaskStatus.DataSource = bs;
- cmbContactTaskStatus.DisplayMember = "Value";
- cmbContactTaskStatus.ValueMember = "Key";
- cmbContactTaskStatus.SelectedValue = (int)DM_NULL;
- BindingSource bs2 = new BindingSource();
- Dictionary<int, string> d2 = new Dictionary<int, string>(TaskPriority);
- d2.Add(DM_NULL, "全部");
- bs2.DataSource = d2;
- cmbContactPriority.DataSource = bs2;
- cmbContactPriority.DisplayMember = "Value";
- cmbContactPriority.ValueMember = "Key";
- cmbContactPriority.SelectedValue = (int)DM_NULL;
- BindingSource bs3 = new BindingSource();
- Dictionary<int, string> d3 = new Dictionary<int, string>(CompanyAssetSize);
- d3.Add(DM_NULL, "全部");
- bs3.DataSource = d3;
- cmbContactCompanySize.DataSource = bs3;
- cmbContactCompanySize.DisplayMember = "Value";
- cmbContactCompanySize.ValueMember = "Key";
- cmbContactCompanySize.SelectedValue = (int)DM_NULL;
- dtpContactFollowUpDate.ShowCheckBox = true;
- dtpContactFollowUpDate.Checked = false;
- #endregion
- #region Collection Task Tab
- DataTable dt_dm_user_2 = DataAccess.Get_dm_user(null, 2);
- dt_dm_user_2.Rows.Add(DataAccess.DM_NULL, 2, "全部");
- cmbCollector.DataSource = dt_dm_user_2;
- cmbCollector.DisplayMember = "username";
- cmbCollector.ValueMember = "userid";
- cmbCollector.SelectedValue = UserId;
- dtpCollectionTaskDate.Value = defaultDatetime;
- BindingSource bs5 = new BindingSource();
- Dictionary<int, string> d5 = new Dictionary<int, string>(CollectionTaskType);
- d5.Add(DM_NULL, "全部");
- bs5.DataSource = d5;
- cmbCollectionTaskType.DataSource = bs5;
- cmbCollectionTaskType.DisplayMember = "Value";
- cmbCollectionTaskType.ValueMember = "Key";
- cmbCollectionTaskType.SelectedValue = (int)DM_NULL;
- BindingSource bs6 = new BindingSource();
- Dictionary<int, string> d6 = new Dictionary<int, string>(CollectionTaskStatus);
- d6.Add(DM_NULL, "全部");
- bs6.DataSource = d6;
- cmbCollectionTaskStatus.DataSource = bs6;
- cmbCollectionTaskStatus.DisplayMember = "Value";
- cmbCollectionTaskStatus.ValueMember = "Key";
- cmbCollectionTaskStatus.SelectedValue = (int)DM_NULL;
- #endregion
- }
- #region Contact Tab
- private void LoadContactTaskGrid()
- {
- ContactTask task = CreateContactTaskFromUI();
- int? userid = task.UserId;
- if (userid == DM_NULL) userid = null;
- short? taskType = task.TaskType;
- if(taskType == DM_NULL) taskType = null;
- sbyte? isvalid = task.Isvalid;
- if(isvalid == DM_NULL) isvalid = null;
- sbyte? priority = task.Priority;
- if (priority == DM_NULL) priority = null;
- sbyte? companyAssetSize = task.CompanyAssetSize;
- if(companyAssetSize == DM_NULL) companyAssetSize = null;
- contactTaskTable = DataAccess.Get_dm_contact_task(userid, null, task.CompanyId, task.CompanyShortName,
- task.TaskDate, taskType, isvalid, priority,
- task.FollowUpDate, companyAssetSize);
-
- grdContactTask.DataSource = contactTaskTable;
- grdContactTask.Columns["task_id"].HeaderText = "ID";
- grdContactTask.Columns["company_short_name"].HeaderText = "公司";
- grdContactTask.Columns["task_date"].HeaderText = "日期";
- grdContactTask.Columns["task_type_name"].HeaderText = "任务";
- grdContactTask.Columns["isvalid_name"].HeaderText = "状态";
- grdContactTask.Columns["priority_name"].HeaderText = "优先级";
- grdContactTask.Columns["follow_up_date"].HeaderText = "跟进日";
- grdContactTask.Columns["company_asset_size_name"].HeaderText = "规模";
- grdContactTask.Columns["creator_name"].HeaderText = "创建";
- grdContactTask.Columns["updater_name"].HeaderText = "更新";
- grdContactTask.Columns["updatetime"].HeaderText = "更新时间";
-
- grdContactTask.Columns["company_id"].Visible = false;
- grdContactTask.Columns["task_type"].Visible = false;
- grdContactTask.Columns["isvalid"].Visible = false;
- grdContactTask.Columns["priority"].Visible = false;
- grdContactTask.Columns["company_asset_size"].Visible = false;
- grdContactTask.Columns["creatorid"].Visible = false;
- grdContactTask.Columns["createtime"].Visible = false;
- grdContactTask.Columns["updaterid"].Visible = false;
- grdContactTask.Columns["company_short_name"].DefaultCellStyle.ForeColor = Color.DodgerBlue;
- grdContactTask.Columns["company_short_name"].AutoSizeMode = DataGridViewAutoSizeColumnMode.AllCells;
- lblContactTaskCount.Text = contactTaskTable.Rows.Count.ToString();
- }
- private ContactTask CreateContactTaskFromUI()
- {
- ContactTask task = new ContactTask();
- task.UserId = int.Parse(cmbContactor.SelectedValue.ToString());
- // 支持输 company_id或简称关键字的搜索
- string keywrod = txtContactCompany.Text.Trim();
- if (keywrod == String.Empty)
- {
- task.CompanyId = null;
- task.CompanyShortName = null;
- } else if (keywrod.Length == 10 && keywrod.ToUpper().Substring(0, 2) == "CO")
- {
- task.CompanyId = keywrod.ToUpper();
- task.CompanyShortName = null;
- } else
- {
- task.CompanyId = null;
- task.CompanyShortName = keywrod;
- }
- task.TaskDate = DateTime.Parse(dtpContactTaskDate.Text.ToString());
- task.TaskType = short.Parse(cmbContactTaskType.SelectedValue.ToString());
- task.Isvalid = sbyte.Parse(cmbContactTaskStatus.SelectedValue.ToString());
- task.Priority = sbyte.Parse(cmbContactPriority.SelectedValue.ToString());
- task.CompanyAssetSize = sbyte.Parse(cmbContactCompanySize.SelectedValue.ToString());
-
- if (dtpContactFollowUpDate.Checked == true)
- {
- task.FollowUpDate = DateTime.Parse(dtpContactFollowUpDate.Text.ToString());
- } else {
- task.FollowUpDate = null;
- };
- return task;
- }
- private void btnContactSearch_Click(object sender, EventArgs e)
- {
- LoadContactTaskGrid();
- }
- private void grdContactTask_CellClick(object sender, DataGridViewCellEventArgs e)
- {
- int rowIndex = e.RowIndex;
- int columnIndex = e.ColumnIndex;
- if (columnIndex < 0 || rowIndex < 0) return;
- DataRow row = contactTaskTable.Rows[rowIndex];
- if (columnIndex == grdContactTask.Columns["company_short_name"].Index)
- // 弹出公司页面
- {
- UICompany frmCompany = new UICompany(row.Field<string>("company_id"), UserId);
- frmCompany.Show();
- }
- else
- // 弹出联系任务编辑框
- {
- ContactTask task = new ContactTask(UserId, row.Field<int>("task_id"), row.Field<string>("company_id"), row.Field<string>("company_short_name"),
- row.Field<DateTime>("task_date"), row.Field<short>("task_type"), row.Field<sbyte>("isvalid"), row.Field<sbyte>("priority"),
- row.Field<DateTime?>("follow_up_date"), row.Field<sbyte?>("company_asset_size"),
- row.Field<int?>("creatorid"), row.Field<string>("creator_name"), row.Field<DateTime?>("createtime"),
- row.Field<int?>("updaterid"), row.Field<string>("updater_name"), row.Field<DateTime?>("updatetime"));
- if (task != null)
- {
- frmContactTask ctk = new frmContactTask(task);
- ctk.ShowDialog();
- // 刷新 grid 数据
- if (ctk.DialogResult == DialogResult.OK)
- {
- LoadContactTaskGrid();
- }
- }
- }
- }
- private void btnAddContactTask_Click(object sender, EventArgs e)
- {
- frmContactTask ctk = new frmContactTask(UserId);
- ctk.ShowDialog();
- // 刷新 grid 数据
- if (ctk.DialogResult == DialogResult.OK)
- {
- LoadContactTaskGrid();
- }
- }
- #endregion
- #region Collection Tab
- private void LoadCollectionTaskGrid()
- {
- CollectionTask task = CreatecCollectionTaskFromUI();
- int? userId = task.UserId;
- if (userId == DM_NULL) userId = null;
- short? taskType = task.TaskType;
- if (taskType == DM_NULL) taskType = null;
- sbyte? isvalid = task.Isvalid;
- if (isvalid == DM_NULL) isvalid = null;
- collectionTaskTable = DataAccess.Get_dm_collection_task(userId, null, task.ProviderId, task.ProviderName,
- task.TaskDate, taskType, task.EntityId, task.EntityName,
- isvalid);
- grdCollectionTask.DataSource = collectionTaskTable;
- grdCollectionTask.Columns["task_id"].HeaderText = "ID";
- grdCollectionTask.Columns["provider_name"].HeaderText = "来源";
- grdCollectionTask.Columns["task_date"].HeaderText = "日期";
- grdCollectionTask.Columns["task_type_name"].HeaderText = "任务";
- grdCollectionTask.Columns["entity_name"].HeaderText = "主题";
- grdCollectionTask.Columns["err_message"].HeaderText = "详情";
- grdCollectionTask.Columns["isvalid_name"].HeaderText = "状态";
- grdCollectionTask.Columns["creator_name"].HeaderText = "创建";
- grdCollectionTask.Columns["updater_name"].HeaderText = "更新";
- grdCollectionTask.Columns["updatetime"].HeaderText = "更新时间";
- grdCollectionTask.Columns["provider_id"].Visible = false;
- grdCollectionTask.Columns["task_type"].Visible = false;
- grdCollectionTask.Columns["entity_id"].Visible = false;
- grdCollectionTask.Columns["isvalid"].Visible = false;
- grdCollectionTask.Columns["creatorid"].Visible = false;
- grdCollectionTask.Columns["createtime"].Visible = false;
- grdCollectionTask.Columns["updaterid"].Visible = false;
- //grdCollectionTask.Columns["provider_name"].DefaultCellStyle.ForeColor = Color.DodgerBlue;
- grdCollectionTask.Columns["entity_name"].DefaultCellStyle.ForeColor = Color.DodgerBlue;
- grdCollectionTask.Columns["entity_name"].AutoSizeMode = DataGridViewAutoSizeColumnMode.AllCells;
- lblCollectionTaskCount.Text = collectionTaskTable.Rows.Count.ToString();
- }
- private CollectionTask CreatecCollectionTaskFromUI()
- {
- CollectionTask task = new CollectionTask();
- task.UserId = int.Parse(cmbCollector.SelectedValue.ToString());
- string providerKeyword = txtCollectionProvider.Text.Trim();
- if (providerKeyword == string.Empty)
- {
- task.ProviderId = null;
- task.ProviderName = null;
- }
- else if (providerKeyword.Length == 10 && providerKeyword.Substring(0, 2).ToUpper() == "CO")
- {
- task.ProviderId = providerKeyword.ToUpper();
- task.ProviderName = null;
- }
- else
- {
- task.ProviderId = null;
- task.ProviderName = providerKeyword;
- }
- task.TaskDate = DateTime.Parse(dtpCollectionTaskDate.Text.ToString());
- task.TaskType = short.Parse(cmbCollectionTaskType.SelectedValue.ToString());
- // 支持输入fund_id或简称关键字的搜索
- string entityKeyword = txtCollectionEntity.Text.Trim();
- if (entityKeyword == string.Empty)
- {
- task.EntityId = null;
- task.EntityName = null;
- }
- else if (entityKeyword.Length == 10 && Regex.Match(entityKeyword.ToUpper(), "^[M|H]F").Success)
- {
- task.EntityId = entityKeyword.ToUpper();
- task.EntityName = null;
- }
- else
- {
- task.EntityId = null;
- task.EntityName = entityKeyword;
- }
- task.Isvalid = sbyte.Parse(cmbCollectionTaskStatus.SelectedValue.ToString());
- return task;
- }
- private void btnCollectionSearch_Click(object sender, EventArgs e)
- {
- LoadCollectionTaskGrid();
- }
- private void grdCollectionTask_CellClick(object sender, DataGridViewCellEventArgs e)
- {
- int rowIndex = e.RowIndex;
- int columnIndex = e.ColumnIndex;
- if (columnIndex < 0 || rowIndex < 0) return;
-
- DataRow row = collectionTaskTable.Rows[rowIndex];
- if (columnIndex == grdCollectionTask.Columns["entity_name"].Index )
- // 弹出基金页面
- {
- string entityId = row["entity_id"].ToString();
-
- if (entityId.Length == 10 && Regex.Match(entityId, "^[HM]F").Success)
- {
- UIFund frmFund = new UIFund(entityId, UserId);
- frmFund.Show();
- }
- }
- else
- // 弹出采集任务编辑框
- {
- CollectionTask task = new CollectionTask(UserId, row.Field<int>("task_id"), row.Field<string>("provider_id"), row.Field<string>("provider_name"),
- row.Field<DateTime>("task_date"), row.Field<short>("task_type"),
- row.Field<string>("entity_id"), row.Field<string>("entity_name"),
- row.Field<string>("err_message"), row.Field<sbyte>("isvalid"),
- row.Field<int?>("creatorid"), row.Field<string>("creator_name"), row.Field<DateTime?>("createtime"),
- row.Field<int?>("updaterid"), row.Field<string>("updater_name"), row.Field<DateTime?>("updatetime"));
- if (task != null)
- {
- UICollectionTask ctk = new UICollectionTask(task);
- ctk.ShowDialog();
- // 刷新 grid 数据
- if (ctk.DialogResult == DialogResult.OK)
- {
- LoadCollectionTaskGrid();
- }
- }
- }
- }
- private void btnAddCollectionTask_Click(object sender, EventArgs e)
- {
- UICollectionTask ctk = new UICollectionTask(UserId);
- ctk.ShowDialog();
- // 刷新 grid 数据
- if (ctk.DialogResult == DialogResult.OK)
- {
- LoadCollectionTaskGrid();
- }
- }
- #endregion
- #region Data - Fund
-
- private void LoadFundGrid()
- {
- string keyword = txtFundKeyword.Text.Trim();
- if (keyword == string.Empty) { keyword = null; }
-
- // 只搜私募
- DataTable dt = DataAccess.Search_dm_fund(RaiseType.FirstOrDefault(x=>x.Value== "私募").Key, keyword);
- grdFundList.DataSource = dt;
-
- grdFundList.DefaultCellStyle.ForeColor = Color.DimGray;
-
- grdFundList.Columns["fund_id"].Visible = false;
- grdFundList.Columns["fund_name"].HeaderText = "基金全名";
- grdFundList.Columns["fund_short_name"].HeaderText = "基金简称";
- grdFundList.Columns["company_id"].Visible = false;
- grdFundList.Columns["company_short_name"].HeaderText = "公司简称";
- grdFundList.Columns["strategy"].HeaderText = "策略分类";
- grdFundList.Columns["substrategy"].HeaderText = "二级分类";
- grdFundList.Columns["max_price_date"].HeaderText = "最新净值";
- grdFundList.Columns["company_short_name"].DefaultCellStyle.ForeColor = Color.DodgerBlue;
- grdFundList.Columns["max_price_date"].AutoSizeMode = DataGridViewAutoSizeColumnMode.DisplayedCells;
- grdFundList.Columns["fund_short_name"].AutoSizeMode = DataGridViewAutoSizeColumnMode.DisplayedCells;
- ToolStripStatusLabel label = new ToolStripStatusLabel();
- label.Text = "记录条数:" + dt.Rows.Count.ToString();
- sstData.Items.Clear();
- sstData.Items.Add(label);
- }
-
- private void btnSearchFund_Click(object sender, EventArgs e)
- {
- LoadFundGrid();
- }
- private void grdFundList_CellClick(object sender, DataGridViewCellEventArgs e)
- {
- int rowIndex = e.RowIndex;
- int columnIndex = e.ColumnIndex;
- if (columnIndex < 0 || rowIndex < 0) return;
- DataGridViewRow row = grdFundList.Rows[rowIndex];
- if (columnIndex == grdFundList.Columns["company_short_name"].Index)
- // 弹出公司页面
- {
- string entityId = row.Cells["company_id"].Value.ToString().ToUpper();
- if (entityId.Length == 10 && Regex.Match(entityId, "^CO").Success)
- {
- UICompany frm = new UICompany(entityId, UserId);
- frm.Show();
- }
- }
- else
- // 弹出基金页面
- {
- string entityId = row.Cells["fund_id"].Value.ToString().ToUpper();
- if (entityId.Length == 10 && Regex.Match(entityId, "^[M|H]F").Success)
- {
- UIFund frm = new UIFund(entityId, UserId);
- frm.Show();
- }
- }
- }
- #endregion
- #region Data - Company
- private void LoadCompanyGrid()
- {
- string keyword = txtCompanyKeyword.Text.Trim();
- if (keyword == string.Empty) { keyword = null; }
- // 只搜私募
- DataTable dt = DataAccess.Search_dm_company(1, keyword);
- grdCompanyList.DataSource = dt;
- grdCompanyList.DefaultCellStyle.ForeColor = Color.DimGray;
- grdCompanyList.AutoSizeColumnsMode = DataGridViewAutoSizeColumnsMode.Fill;
- //grdCompanyList.Columns["company_name"].AutoSizeMode = DataGridViewAutoSizeColumnMode.AllCells;
- grdCompanyList.Columns["company_id"].Visible = false;
- grdCompanyList.Columns["company_name"].HeaderText = "公司全名";
- grdCompanyList.Columns["company_short_name"].HeaderText = "公司简称";
- grdCompanyList.Columns["company_asset_size"].Visible = false;
- grdCompanyList.Columns["company_asset_size_name"].HeaderText = "管理规模";
- grdCompanyList.Columns["register_number"].HeaderText = "协会编号";
- grdCompanyList.Columns["establish_date"].HeaderText = "成立日";
- grdCompanyList.Columns["company_name"].AutoSizeMode = DataGridViewAutoSizeColumnMode.DisplayedCells;
- ToolStripStatusLabel label = new ToolStripStatusLabel();
- label.Text = "记录条数:" + dt.Rows.Count.ToString();
- sstData.Items.Clear();
- sstData.Items.Add(label);
- }
- private void btnSearchCompany_Click(object sender, EventArgs e)
- {
- LoadCompanyGrid();
- }
- private void grdCompanyList_CellClick(object sender, DataGridViewCellEventArgs e)
- {
- int rowIndex = e.RowIndex;
- int columnIndex = e.ColumnIndex;
- if (columnIndex < 0 || rowIndex < 0) return;
- DataGridViewRow row = grdCompanyList.Rows[rowIndex];
- string entityId = row.Cells["company_id"].Value.ToString().ToUpper();
- if (entityId.Length == 10 && Regex.Match(entityId, "^CO").Success)
- {
- UICompany frm = new UICompany(entityId, UserId);
- frm.Show();
- }
- }
- #endregion
- #region Reports
- #region Orphan Fund
- private void LoadOrphanFund()
- {
- DataTable dt = null;
- string providerName = txtOrphanProvider.Text.Trim();
- sbyte isOrphan = 1;
- if (!chkIsOrphan.Checked) isOrphan = 0;
- orphanFundTable = DataAccess.Get_dm_external_fund_mapping(isOrphan, UserId);
- if (providerName != string.Empty)
- {
- DataRow[] rows = orphanFundTable.Select("provider_name LIKE '%" + providerName + "%'", "id DESC");
- if(rows != null && rows.Length > 0) dt = rows.CopyToDataTable();
- }
- else
- dt = orphanFundTable;
- if (dt != null)
- {
- grdOrphanFund.DataSource = dt;
- grdOrphanFund.Columns["id"].Visible = false;
- grdOrphanFund.Columns["fund_id"].HeaderText = "基金ID";
- grdOrphanFund.Columns["provider_id"].Visible = false;
- grdOrphanFund.Columns["provider_name"].HeaderText = "数据源";
- grdOrphanFund.Columns["external_id"].HeaderText = "外部ID";
- grdOrphanFund.Columns["isvalid"].HeaderText = "状态";
- grdOrphanFund.Columns["creatorid"].Visible = false;
- grdOrphanFund.Columns["creator_name"].HeaderText = "创建";
- grdOrphanFund.Columns["createtime"].HeaderText = "创建时间";
- grdOrphanFund.Columns["updaterid"].Visible = false;
- grdOrphanFund.Columns["updater_name"].HeaderText = "更新";
- grdOrphanFund.Columns["updatetime"].HeaderText = "更新时间";
- grdOrphanFund.Columns["provider_name"].AutoSizeMode = DataGridViewAutoSizeColumnMode.DisplayedCells;
- grdOrphanFund.Columns["external_id"].AutoSizeMode = DataGridViewAutoSizeColumnMode.DisplayedCells;
- }
- }
- private void btnOrphanFundSearch_Click(object sender, EventArgs e)
- {
- LoadOrphanFund();
- }
- private void grdOrphanFund_CellClick(object sender, DataGridViewCellEventArgs e)
- {
- int rowIndex = e.RowIndex;
- if (rowIndex < 0) return;
- DataGridViewRow row = grdOrphanFund.Rows[rowIndex];
- // 弹出基金页面
- string provider_id = row.Cells["provider_id"].Value.ToString();
- string external_id = row.Cells["external_id"].Value.ToString();
- string fund_id = row.Cells["fund_id"].Value.ToString();
- UIFund frmFund = new UIFund(provider_id, external_id, fund_id, UserId);
- frmFund.ShowDialog();
- if (frmFund.DialogResult == DialogResult.OK)
- {
- LoadOrphanFund();
- }
- }
- private void txtOrphanProvider_KeyPress(object sender, KeyPressEventArgs e)
- {
- if (e.KeyChar == 13)
- {
- btnOrphanFundSearch_Click(sender, e);
- }
- }
- #endregion
- #region Authorization Coverage
- private void LoadCompanyCoverageChart()
- {
- int coveredCnt = 0;
- int totalCnt = 0;
- DataRow[] rows = companyCoverageTable.Select(CompanySizeFilter());
- for (int i = 0; i < rows.Length; i ++)
- {
- coveredCnt += int.Parse(rows[i]["covered_cnt"].ToString());
- totalCnt += int.Parse(rows[i]["total_cnt"].ToString());
- }
- string[] pieX = { "合作#", "未合作#" };
- int[] pieY = { coveredCnt, totalCnt - coveredCnt };
- chtEntityCoverage.Series.Clear();
- Series series = new Series();
- series.ChartType = SeriesChartType.Pie;
- series.Points.DataBindXY(pieX, pieY);
- series.Points[0].Label = $"{series.Points[0].AxisLabel}: {coveredCnt:N0}";
- series.Points[0].ToolTip = $"{series.Points[0].AxisLabel}: {(100.0 * coveredCnt / totalCnt):F2}%";
- series.Points[1].Label = $"{series.Points[1].AxisLabel}: {(totalCnt - coveredCnt):N0}";
- series.Points[1].ToolTip = $"{series.Points[1].AxisLabel}: {(100.0 * ( 1.0 - coveredCnt / totalCnt)):F2}%";
- series.Points[1].Color = Color.LightGray;
- chtEntityCoverage.Series.Add(series);
- }
- private void LoadFundCoverageChart()
- {
- chtEntityCoverage.Series.Clear();
- Series series = new Series();
- series.Name = "合作%";
- series.ChartType = SeriesChartType.StackedColumn100;
- Series series2 = new Series();
- series2.Name = "未合作%";
- series2.ChartType = SeriesChartType.StackedColumn100;
- series2.Color = Color.LightGray;
- int coveredCnt = 0;
- int totalCnt = 0;
- DataRow[] rows = fundCoverageTable.Select(CompanySizeFilter());
- for (int i = 0; i < rows.Length; i++)
- {
- coveredCnt += int.Parse(rows[i]["covered_cnt"].ToString());
- totalCnt += int.Parse(rows[i]["total_cnt"].ToString());
- series.Points.AddXY(rows[i]["company_asset_size_name"].ToString(), coveredCnt);
- series2.Points.AddXY(rows[i]["company_asset_size_name"].ToString(), totalCnt - coveredCnt);
-
- }
- chtEntityCoverage.Series.Add(series);
- chtEntityCoverage.Series.Add(series2);
- chtEntityCoverage.ChartAreas[0].AxisX.MajorGrid.LineColor = Color.LightGray;
- chtEntityCoverage.ChartAreas[0].AxisY.MajorGrid.LineColor = Color.LightGray;
- }
- private string CompanySizeFilter()
- {
- string selectExp = "company_asset_size in (";
- if (chk100.Checked) selectExp += "6,";
- if (chk50.Checked) selectExp += "5,";
- if (chk20.Checked) selectExp += "4,";
- if (chk10.Checked) selectExp += "3,";
- if (chk5.Checked) selectExp += "2,";
- if (chk0.Checked) selectExp += "1,";
- // 没有checkbox背选中时表示规模未知
- if (selectExp.Substring(selectExp.Length - 1) == "(") selectExp = selectExp + " -1)";
- // 去掉最后一个逗号
- if (selectExp.Substring(selectExp.Length - 1) == ",") selectExp = selectExp.Substring(0, selectExp.Length - 1) + ")";
- return selectExp;
- }
- private void LoadEntityCoverageGrid()
- {
- // 这个sp有点慢
- this.Cursor = Cursors.WaitCursor;
- if (rdbCompany.Checked)
- {
- companyCoverageTable = DataAccess.Report_company_coverage(null);
- grdEntityCoverage.DataSource = companyCoverageTable;
- }
- else
- {
- fundCoverageTable = DataAccess.Report_fund_coverage(null);
- grdEntityCoverage.DataSource = fundCoverageTable;
- }
- this.Cursor = Cursors.Default;
- grdEntityCoverage.Columns["company_asset_size"].Visible = false;
- grdEntityCoverage.Columns["company_asset_size_name"].HeaderText = "规模";
- grdEntityCoverage.Columns["covered_cnt"].HeaderText = "覆盖数";
- grdEntityCoverage.Columns["covered_cnt"].HeaderCell.Style.Alignment = DataGridViewContentAlignment.MiddleRight;
- grdEntityCoverage.Columns["covered_cnt"].DefaultCellStyle.Alignment = DataGridViewContentAlignment.MiddleRight;
- grdEntityCoverage.Columns["total_cnt"].HeaderText = "总数";
- grdEntityCoverage.Columns["total_cnt"].HeaderCell.Style.Alignment = DataGridViewContentAlignment.MiddleRight;
- grdEntityCoverage.Columns["total_cnt"].DefaultCellStyle.Alignment = DataGridViewContentAlignment.MiddleRight;
- grdEntityCoverage.Columns["cover_pct"].HeaderText = "覆盖率%";
- grdEntityCoverage.Columns["cover_pct"].HeaderCell.Style.Alignment = DataGridViewContentAlignment.MiddleRight;
- grdEntityCoverage.Columns["cover_pct"].DefaultCellStyle.Alignment = DataGridViewContentAlignment.MiddleRight;
- grdEntityCoverage.Columns["company_asset_size_name"].AutoSizeMode = DataGridViewAutoSizeColumnMode.DisplayedCells;
- grdEntityCoverage.Columns["cover_pct"].AutoSizeMode = DataGridViewAutoSizeColumnMode.DisplayedCells;
- }
- private void LoadAuthrizedCompanyList()
- {
- authorizedCompanyTable = DataAccess.Get_dm_company_authorization(null, null);
- }
- private void LoadAuthrizedFundList()
- {
- authorizedFundTable = DataAccess.Get_dm_fund_authorization(null);
- }
- private void LoadAuthorizedCompanyGrid()
- {
- if (authorizedCompanyTable != null)
- {
- DataTable dt = null;
- string selectExp = CompanySizeFilter();
- string nameExp = txtLocateEntity.Text.Trim();
- if (nameExp.Length > 0) selectExp += " and company_short_name LIKE '%" + nameExp + "%'";
- DataRow[] dr = authorizedCompanyTable.Select(selectExp, "company_asset_size DESC");
- if (dr != null && dr.Length > 0) dt = dr.CopyToDataTable();
- grdAuthorizedEntity.DataSource = dt;
- if (dt != null)
- {
- grdAuthorizedEntity.Columns["company_id"].Visible = false;
- grdAuthorizedEntity.Columns["company_name"].Visible = false;
- grdAuthorizedEntity.Columns["company_short_name"].HeaderText = "公司简称";
- grdAuthorizedEntity.Columns["company_asset_size"].Visible = false;
- grdAuthorizedEntity.Columns["company_asset_size_name"].HeaderText = "规模";
- grdAuthorizedEntity.Columns["register_number"].HeaderText = "协会编号";
- grdAuthorizedEntity.Columns["establish_date"].HeaderText = "成立日";
- grdAuthorizedEntity.AutoSizeColumnsMode = DataGridViewAutoSizeColumnsMode.Fill;
- grdAuthorizedEntity.Columns["company_short_name"].AutoSizeMode = DataGridViewAutoSizeColumnMode.DisplayedCells;
- }
- }
- }
- private void LoadAuthorizedFundGrid()
- {
- if (authorizedFundTable != null)
- {
- DataTable dt = null;
- string selectExp = CompanySizeFilter();
- string nameExp = txtLocateEntity.Text.Trim();
- if (nameExp.Length > 0) selectExp += " and fund_short_name LIKE '%" + nameExp + "%'";
- DataRow[] dr = authorizedFundTable.Select(selectExp, "company_asset_size DESC");
- if (dr != null && dr.Length > 0) dt = dr.CopyToDataTable();
- grdAuthorizedEntity.DataSource = dt;
- if (dt != null)
- {
- grdAuthorizedEntity.Columns["fund_id"].Visible = false;
- grdAuthorizedEntity.Columns["fund_name"].Visible = false;
- grdAuthorizedEntity.Columns["fund_short_name"].HeaderText = "基金简称";
- grdAuthorizedEntity.Columns["company_asset_size"].Visible = false;
- grdAuthorizedEntity.Columns["strategy"].Visible = false;
- grdAuthorizedEntity.Columns["substrategy"].HeaderText = "二级分类";
- grdAuthorizedEntity.Columns["inception_date"].HeaderText = "成立日";
- grdAuthorizedEntity.Columns["register_number"].HeaderText = "备案编码";
- grdAuthorizedEntity.AutoSizeColumnsMode = DataGridViewAutoSizeColumnsMode.Fill;
- grdAuthorizedEntity.Columns["fund_short_name"].AutoSizeMode = DataGridViewAutoSizeColumnMode.DisplayedCells;
- }
- }
- }
- private void btnEntityCoverage_Click(object sender, EventArgs e)
- {
- // 左下角的固定格式覆盖率表
- LoadEntityCoverageGrid();
- if (rdbCompany.Checked)
- {
- // 授权公司数据
- LoadAuthrizedCompanyList();
- // 对公司覆盖率表进行可视化 (PIE)
- LoadCompanyCoverageChart();
- // 授权公司列表
- LoadAuthorizedCompanyGrid();
- }
- else
- {
- // 授权基金数据
- LoadAuthrizedFundList();
- // 对基金覆盖率表进行可视化(BAR)
- LoadFundCoverageChart();
- // 授权基金列表
- LoadAuthorizedFundGrid();
- }
- }
- private void rdbCompany_CheckedChanged(object sender, EventArgs e)
- {
- btnEntityCoverage_Click(sender, e);
- }
-
- private void chk100_CheckedChanged(object sender, EventArgs e)
- {
- if (((Control)sender).Focus())
- {
- if (rdbCompany.Checked)
- {
- // 重新画图
- LoadCompanyCoverageChart();
- // 刷新公司列表
- LoadAuthorizedCompanyGrid();
- }
- else
- {
- // 重新画图
- LoadFundCoverageChart();
- // 刷新基金列表
- LoadAuthorizedFundGrid();
- }
- }
- }
- private void chk50_CheckedChanged(object sender, EventArgs e)
- {
- chk100_CheckedChanged(sender, e);
- }
- private void chk20_CheckedChanged(object sender, EventArgs e)
- {
- chk100_CheckedChanged(sender, e);
- }
- private void chk10_CheckedChanged(object sender, EventArgs e)
- {
- chk100_CheckedChanged(sender, e);
- }
- private void chk5_CheckedChanged(object sender, EventArgs e)
- {
- chk100_CheckedChanged(sender, e);
- }
- private void chk0_CheckedChanged(object sender, EventArgs e)
- {
- chk100_CheckedChanged(sender, e);
- }
- private void txtLocateEntity_TextChanged(object sender, EventArgs e)
- {
- if (rdbCompany.Checked) LoadAuthorizedCompanyGrid();
- else LoadAuthorizedFundGrid();
- }
- private void grdAuthorizedEntity_CellClick(object sender, DataGridViewCellEventArgs e)
- {
- int rowIndex = e.RowIndex;
- int columnIndex = e.ColumnIndex;
- if (columnIndex < 0 || rowIndex < 0) return;
- DataGridViewRow row = grdAuthorizedEntity.Rows[rowIndex];
- if (rdbCompany.Checked)
- {
- string entityId = row.Cells["company_id"].Value.ToString().ToUpper();
- if (entityId.Length == 10 && Regex.Match(entityId, "^CO").Success)
- {
- UICompany frm = new UICompany(entityId, UserId);
- frm.Show();
- }
- }
- else
- {
- string entityId = row.Cells["fund_id"].Value.ToString().ToUpper();
- if (entityId.Length == 10 && Regex.Match(entityId, "^[H|M]F").Success)
- {
- UIFund frm = new UIFund(entityId, UserId);
- frm.Show();
- }
- }
- }
- private void rdbFund_CheckedChanged(object sender, EventArgs e)
- {
- // DO NOTHING, because same actions were triggered by rdbCompany_CheckedChanged anyway
- }
- #endregion
- #endregion
- }
- }
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