using Org.BouncyCastle.Asn1.Pkcs; using System; using System.Collections.Generic; using System.ComponentModel; using System.Data; using System.Drawing; using System.Linq; using System.Security.Policy; using System.Text; using System.Text.Json; using System.Text.RegularExpressions; using System.Threading.Tasks; using System.Windows.Forms; namespace ddq { public partial class frmMain : Form { // 先hard-code公司ID，以后要按照登录用户来判断它的公司归属 private string companyId = "CO000201PR"; private int userId = 123; private DataTable fundDataTable; private DataTable peopleDataTable; public frmMain() { InitializeComponent(); InitializeData(); } private void InitializeData() { } private void tbcMain_SelectedIndexChanged(object sender, EventArgs e) { // Request if (tbcMain.SelectedIndex == 0) { } // Data else if (tbcMain.SelectedIndex == 1) { LoadFundList(companyId); } // Setting else { }; } private void tbcData_SelectedIndexChanged(object sender, EventArgs e) { if (tbcData.SelectedIndex == 0) { LoadFundList(companyId); } else if (tbcData.SelectedIndex == 1) { LoadPeopleList(companyId); } else if (tbcData.SelectedIndex == 2) { InitCompanyData(companyId); } } // // Fund // private void LoadFundList(string companyId) { if (fundDataTable == null) { fundDataTable = DataAccess.Get_fund_list_by_company(companyId, 1, 1000); InitFundListGrid(fundDataTable); } } private void InitFundListGrid(DataTable dt) { this.grdFundList.DataSource = dt; this.grdFundList.Columns["fund_id"].Visible = true; this.grdFundList.Columns["company_id"].Visible = false; this.grdFundList.Columns["fund_short_name"].HeaderText = "Fund Name"; this.grdFundList.Columns["fund_status"].HeaderText = "Operating Status"; this.grdFundList.Columns["management_start_date"].HeaderText = "Inception Date"; this.grdFundList.Columns["management_start_date"].DefaultCellStyle.Format = "yyyy-MM-dd"; this.grdFundList.Columns["management_end_date"].HeaderText = "Liquidate Date"; this.grdFundList.Columns["management_end_date"].DefaultCellStyle.Format = "yyyy-MM-dd"; this.grdFundList.Columns["ret_tenure"].HeaderText = "Return Since Inception"; this.grdFundList.Columns["ret_tenure"].DefaultCellStyle.Format = "P1"; } private void grdFundList_CellContentClick(object sender, DataGridViewCellEventArgs e) { int rowIndex = e.RowIndex; int columnIndex = e.ColumnIndex; if (columnIndex < 0 || rowIndex < 0) return; DataRow row = fundDataTable.Rows[rowIndex]; // 弹出基金页面 string entityId = row["fund_id"].ToString(); if (entityId.Length == 10 && Regex.Match(entityId, "^[HM]F").Success) { FundQ fundQ = new FundQ(entityId, companyId, userId); fundQ.Show(); } } // // People // private void LoadPeopleList(string companyId) { if (peopleDataTable == null) { peopleDataTable = DataAccess.Get_dd_personnel_info(null, companyId); InitPeopleListGrid(peopleDataTable); } } private void InitPeopleListGrid(DataTable dt) { this.grdPeopleList.DataSource = dt; this.grdPeopleList.Columns["personnel_id"].Visible = false; this.grdPeopleList.Columns["company_id"].Visible = false; this.grdPeopleList.Columns["role"].Visible = false; this.grdPeopleList.Columns["name"].HeaderText = "Name"; this.grdPeopleList.Columns["role_desc"].HeaderText = "Role"; this.grdPeopleList.Columns["title"].HeaderText = "Title"; this.grdPeopleList.Columns["industry_start_year"].HeaderText = "Industry Start Year"; this.grdPeopleList.Columns["company_start_year"].HeaderText = "Company Start Year"; this.grdPeopleList.Columns["bio"].HeaderText = "Bio"; } private void btnAddPersonn_Click(object sender, EventArgs e) { LoadPersonnelQ(null); } private void grdPeopleList_CellClick(object sender, DataGridViewCellEventArgs e) { int rowIndex = e.RowIndex; if (rowIndex < 0) return; string personnelId = peopleDataTable.Rows[rowIndex]["personnel_id"].ToString(); LoadPersonnelQ(personnelId); } private void LoadPersonnelQ(string personnelId) { using (PersonnelQ dialog = new PersonnelQ(personnelId, this.companyId, this.userId)) { dialog.StartPosition = FormStartPosition.CenterParent; DialogResult result = dialog.ShowDialog(this); if (result == DialogResult.OK) { peopleDataTable = DataAccess.Get_dd_personnel_info(null, this.companyId); this.grdPeopleList.DataSource = peopleDataTable; } } } // // Company // private void InitCompanyData(string companyId) { DataTable dt = DataAccess.Get_dd_company_info(companyId, null, 1); if (dt == null || dt.Rows.Count <= 0) return; if (dt != null && dt.Rows.Count > 0) { string jsonString = dt.Rows[0].Field("info").Trim(); JsonDocument document = JsonDocument.Parse(jsonString); JsonElement root = document.RootElement; if (root.ValueKind != JsonValueKind.Undefined) { // // General Info // bool isDate = DateTime.TryParse(Utility.Json2Text(root, "foundingDate"), out DateTime newDate); if (isDate) this.dtpIncepionDate.Value = newDate.Date; this.txtDetailOfAcquired.Text = Utility.Json2Text(root, "detailOfAcquired"); this.txtParentCompanyName.Text = Utility.Json2Text(root, "parentCompanyName"); LoadAcqusitionGrid(root); LoadSupportFromParentCompany(root); LoadFinancialData(root); LoadCreditRating(root); LoadCompanyAUM(root); LoadClientBreakdown(root); } } } private void LoadAcqusitionGrid(JsonElement element) { bool hasData = element.TryGetProperty("acqusition", out element); DataTable dt = new DataTable(); if (hasData == true) { dt = Utility.Json2Table(element); } else { dt.Columns.Add("date", typeof(string)); dt.Columns.Add("action", typeof(string)); } this.grdAcquisiton.DataSource = dt; this.grdAcquisiton.Columns["date"].HeaderText = "Date"; this.grdAcquisiton.Columns["date"].DefaultCellStyle.Format = "yyyy-MM-dd"; this.grdAcquisiton.Columns["date"].DisplayIndex = 0; this.grdAcquisiton.Columns["action"].HeaderText = "Event"; this.grdAcquisiton.Columns["action"].DisplayIndex = 1; } private void LoadSupportFromParentCompany(JsonElement element) { bool hasData = element.TryGetProperty("supportFromParent", out element); if (hasData == false) return; this.chkSupportFinancial.Checked = Utility.Json2Boolean(element, "financial"); this.chkSupportSales.Checked = Utility.Json2Boolean(element, "sales"); this.chkSupportMarketing.Checked = Utility.Json2Boolean(element, "marketing"); ; this.chkSupportTechnical.Checked = Utility.Json2Boolean(element, "technical"); ; this.chkSupportPersonnel.Checked = Utility.Json2Boolean(element, "personnel"); } private void LoadFinancialData(JsonElement element) { bool hasData = element.TryGetProperty("financialData", out element); DataTable dt = new DataTable(); if (hasData == true) { dt = Utility.Json2Table(element); } else { dt.Columns.Add("year", typeof(int)); dt.Columns.Add("netIncome", typeof(int)); dt.Columns.Add("operatingCashFlow", typeof(int)); dt.Columns.Add("interestCoverageRatio", typeof(decimal)); for (int i = 1; i <= 5; i++) { DataRow row = dt.NewRow(); row.SetField("year", DateTime.Today.Year - i); dt.Rows.Add(row); } } this.grdFinancialData.DataSource = dt; this.grdFinancialData.Columns["year"].HeaderText = "Year"; this.grdFinancialData.Columns["year"].DisplayIndex = 0; this.grdFinancialData.Columns["netIncome"].HeaderText = "Net Income (US$ Mil)"; this.grdFinancialData.Columns["netIncome"].DisplayIndex = 1; this.grdFinancialData.Columns["operatingCashFlow"].HeaderText = "Operating Cash Flow (US$ Mil)"; this.grdFinancialData.Columns["operatingCashFlow"].DisplayIndex = 2; this.grdFinancialData.Columns["interestCoverageRatio"].HeaderText = "Interest Coverage Ratio (%)"; this.grdFinancialData.Columns["interestCoverageRatio"].DefaultCellStyle.Format = "N2"; this.grdFinancialData.Columns["interestCoverageRatio"].DisplayIndex = 3; } private void LoadCreditRating(JsonElement element) { bool hasData = element.TryGetProperty("creditRating", out element); DataTable dt = new DataTable(); if (hasData == true) { dt = Utility.Json2Table(element); } else { dt.Columns.Add("agent", typeof(string)); dt.Columns.Add("outlook", typeof(string)); dt.Columns.Add("longTerm", typeof(string)); dt.Columns.Add("shortTerm", typeof(string)); dt.Columns.Add("seniorUnsecured", typeof(string)); dt.Columns.Add("subordinated", typeof(string)); dt.Columns.Add("trustPreferred", typeof(string)); dt.Columns.Add("preferred", typeof(string)); } this.grdCreditRating.DataSource = dt; this.grdCreditRating.Columns["agent"].DisplayIndex = 0; this.grdCreditRating.Columns["outlook"].HeaderText = "Outlook"; this.grdCreditRating.Columns["outlook"].DisplayIndex = 1; this.grdCreditRating.Columns["longTerm"].HeaderText = "Long-term Issuer Rating"; this.grdCreditRating.Columns["longTerm"].DisplayIndex = 2; this.grdCreditRating.Columns["shortTerm"].HeaderText = "Short-term Issuer Rating"; this.grdCreditRating.Columns["shortTerm"].DisplayIndex = 3; this.grdCreditRating.Columns["seniorUnsecured"].HeaderText = "Senior Unsecured"; this.grdCreditRating.Columns["seniorUnsecured"].DisplayIndex = 4; this.grdCreditRating.Columns["subordinated"].HeaderText = "Sub-ordinated"; this.grdCreditRating.Columns["subordinated"].DisplayIndex = 5; this.grdCreditRating.Columns["trustPreferred"].HeaderText = "Trust Preferred"; this.grdCreditRating.Columns["trustPreferred"].DisplayIndex = 6; this.grdCreditRating.Columns["preferred"].HeaderText = "Preferred Stock"; this.grdCreditRating.Columns["preferred"].DisplayIndex = 7; } private void LoadCompanyAUM(JsonElement element) { bool hasData = element.TryGetProperty("aum", out element); DataTable dt = new DataTable(); if (hasData == true) { dt = Utility.Json2Table(element); } else { for (int i = 1; i <= 5; i++) { dt.Columns.Add((DateTime.Today.Year - i).ToString(), typeof(int)); } dt.Rows.Add(dt.NewRow()); } this.grdAUM.DataSource = dt; for (int i = 1; i <= 5; i++) { this.grdAUM.Columns[(DateTime.Today.Year - i).ToString()].DisplayIndex = i - 1; } } private void LoadClientBreakdown(JsonElement element) { bool hasData = element.TryGetProperty("clientBreakdown", out element); DataTable dt = new DataTable(); if (hasData == true) { dt = Utility.Json2Table(element); } else { for (int i = 1; i <= 5; i++) { dt.Columns.Add((DateTime.Today.Year - i).ToString(), typeof(int)); } dt.Columns.Add("type", typeof(string)); DataRow row = dt.NewRow(); row.SetField("type", "Instituional"); dt.Rows.Add(row); row = dt.NewRow(); row.SetField("type", "Retail"); dt.Rows.Add(row); } this.grdClientBreakdown.DataSource = dt; this.grdClientBreakdown.Columns["type"].HeaderText = "Client Type"; this.grdClientBreakdown.Columns["type"].DisplayIndex = 0; for (int i = 1; i <= 5; i++) { this.grdClientBreakdown.Columns[(DateTime.Today.Year - i).ToString()].DisplayIndex = i; } } private void btnSaveCompany_Click(object sender, EventArgs e) { try { // 数据对象 var textData = new { foundingDate = this.dtpIncepionDate.Value.Date.ToString("yyyy-MM-dd"), detailOfAcquired = this.txtDetailOfAcquired.Text.Trim(), parentCompanyName = this.txtParentCompanyName.Text.Trim(), acqusition = Utility.DataTable2List((DataTable)this.grdAcquisiton.DataSource), supportFromParent = new { financial = this.chkSupportFinancial.Checked, sales = this.chkSupportSales.Checked, marketing = this.chkSupportMarketing.Checked, technical = this.chkSupportTechnical.Checked, personnel = this.chkSupportPersonnel.Checked }, financialData = Utility.DataTable2List((DataTable)this.grdFinancialData.DataSource), creditRating = Utility.DataTable2List((DataTable)this.grdCreditRating.DataSource), aum = Utility.DataTable2List((DataTable)this.grdAUM.DataSource), clientBreakdown = Utility.DataTable2List((DataTable) this.grdClientBreakdown.DataSource), updateTime = DateTime.Now }; // 序列化选项 var options = new JsonSerializerOptions { WriteIndented = true, PropertyNamingPolicy = JsonNamingPolicy.CamelCase }; string jsonString = JsonSerializer.Serialize(textData, options); int ret = DataAccess.Set_dd_company_info(this.companyId, DateTime.Today, jsonString, 1, 1, this.userId); if (ret == 1) { MessageBox.Show("Data is saved successfully", "Information"); } } catch (Exception ex) { MessageBox.Show($"Error: {ex.Message}", "Error"); } } } }