FundQ.cs 11 KB

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  1. using System;
  2. using System.Collections.Generic;
  3. using System.ComponentModel;
  4. using System.Data;
  5. using System.Drawing;
  6. using System.Linq;
  7. using System.Text;
  8. using System.Threading.Tasks;
  9. using System.Windows.Forms;
  10. using System.Text.Json;
  11. using System.Text.Json.Serialization;
  12. using System.Drawing.Text;
  13. namespace ddq
  14. {
  15. public partial class FundQ : Form
  16. {
  17. private string fundId;
  18. private int userId = 123;
  19. private DataTable fundInfoTable;
  20. public FundQ(string fundId)
  21. {
  22. InitializeComponent();
  23. this.fundId = fundId;
  24. InitializeData();
  25. }
  26. private void InitializeData()
  27. {
  28. DataTable dt = DataAccess.Get_fund_info(fundId, null);
  29. if (dt == null || dt.Rows.Count <= 0) return;
  30. this.lblFundName.Text = dt.Rows[0].Field<string>("fund_short_name");
  31. //this.lblMainCode.Text = "Code: " + dt.Rows[0].Field<string>("register_number");
  32. this.lblMainCode.Text = "Code: " + fundId;
  33. this.lblCategory.Text = "Category: " + dt.Rows[0].Field<string>("strategy");
  34. this.lblInceptionDate.Text = "Launched: " + dt.Rows[0].Field<DateTime?>("inception_date")?.ToString("yyyy-MM-dd");
  35. this.lblDomicile.Text = "Domicile: ";
  36. fundInfoTable = DataAccess.Get_dd_fund_info(fundId, null, 1);
  37. bool hasPM = false;
  38. DataTable dtPM;
  39. bool hasTER = false;
  40. DataTable dtTER;
  41. if (fundInfoTable != null && fundInfoTable.Rows.Count > 0)
  42. {
  43. string jsonString = fundInfoTable.Rows[0].Field<string>("info").Trim();
  44. JsonDocument document = JsonDocument.Parse(jsonString);
  45. JsonElement root = document.RootElement;
  46. if (root.ValueKind != JsonValueKind.Undefined)
  47. {
  48. this.txtInvestmentObjective.Text = Json2Text(root, "investmentObjective");
  49. this.txtBenchmark.Text = Json2Text(root, "benchmark");
  50. this.txtInvestmentPhilosophy.Text = Json2Text(root, "investmentPhilosophy");
  51. JsonElement elmPM;
  52. hasPM = root.TryGetProperty("portfolioManagers", out elmPM);
  53. if (hasPM == true)
  54. {
  55. dtPM = Json2Table(elmPM);
  56. InitPortfolioManagerGrid(dtPM);
  57. }
  58. JsonElement elmTER;
  59. hasTER = root.TryGetProperty("ter", out elmTER);
  60. if (hasTER == true)
  61. {
  62. dtTER = Json2Table(elmTER);
  63. InitTERGrid(dtTER);
  64. }
  65. }
  66. }
  67. if (hasPM == false)
  68. {
  69. dtPM = new DataTable();
  70. // 没有基金经理数据时,初始化表
  71. dtPM.Columns.Add("name", typeof(string));
  72. dtPM.Columns.Add("startDate", typeof(DateTime));
  73. dtPM.Columns.Add("endDate", typeof(DateTime));
  74. InitPortfolioManagerGrid(dtPM);
  75. }
  76. if (hasTER == false)
  77. {
  78. dtTER = new DataTable();
  79. dtTER.Columns.Add("year", typeof(int));
  80. dtTER.Columns.Add("ter", typeof(decimal));
  81. int year = DateTime.Today.Year - 1;
  82. for (int i = 0; i < 5; i++)
  83. {
  84. DataRow row = dtTER.NewRow();
  85. row["year"] = year - i;
  86. dtTER.Rows.Add(row);
  87. }
  88. InitTERGrid(dtTER);
  89. }
  90. }
  91. private void InitPortfolioManagerGrid(DataTable dt)
  92. {
  93. this.grdPortfolioManager.DataSource = dt;
  94. this.grdPortfolioManager.Columns["name"].HeaderText = "Manager Name";
  95. this.grdPortfolioManager.Columns["name"].DisplayIndex = 0;
  96. this.grdPortfolioManager.Columns["startDate"].HeaderText = "Start Date";
  97. this.grdPortfolioManager.Columns["startDate"].DefaultCellStyle.Format = "yyyy-MM-dd";
  98. this.grdPortfolioManager.Columns["startDate"].DisplayIndex = 1;
  99. this.grdPortfolioManager.Columns["endDate"].HeaderText = "End Date";
  100. this.grdPortfolioManager.Columns["endDate"].DefaultCellStyle.Format = "yyyy-MM-dd";
  101. this.grdPortfolioManager.Columns["endDate"].DisplayIndex = 2;
  102. }
  103. private void InitTERGrid(DataTable dt)
  104. {
  105. this.grdTER.DataSource = dt;
  106. this.grdTER.Columns["year"].HeaderText = "Year";
  107. this.grdTER.Columns["year"].ReadOnly = true;
  108. this.grdTER.Columns["year"].DisplayIndex = 0;
  109. this.grdTER.Columns["ter"].HeaderText = "Total Expense Ratio %";
  110. this.grdTER.Columns["ter"].ValueType = typeof(decimal);
  111. this.grdTER.Columns["ter"].DefaultCellStyle.Format = "N3";
  112. this.grdTER.Columns["ter"].DisplayIndex = 1;
  113. }
  114. /// <summary>
  115. /// JsonElment 转为字符串,若输入为空则输出""
  116. /// </summary>
  117. /// <param name="jsonElement"></param>
  118. /// <returns></returns>
  119. public static string Json2Text(JsonElement jsonElement, string propertyName)
  120. {
  121. string str = "";
  122. JsonElement elm;
  123. if (propertyName == null) return str;
  124. bool hasProperty = jsonElement.TryGetProperty(propertyName, out elm);
  125. if (hasProperty == true && elm.ValueKind != JsonValueKind.Undefined)
  126. {
  127. str = elm.ToString().Trim();
  128. }
  129. return str;
  130. }
  131. public static DataTable Json2Table(JsonElement jsonElement)
  132. {
  133. DataTable dataTable = new DataTable();
  134. // 如果解析出的是数组
  135. if (jsonElement.ValueKind == JsonValueKind.Array)
  136. {
  137. // 遍历数组元素
  138. foreach (JsonElement element in jsonElement.EnumerateArray())
  139. {
  140. // 如果是第一次遍历,元素包含列定义信息,需要创建列
  141. if (dataTable.Columns.Count == 0)
  142. {
  143. // 遍历第一个对象的属性来创建列
  144. foreach (JsonProperty property in element.EnumerateObject())
  145. {
  146. dataTable.Columns.Add(property.Name);
  147. }
  148. }
  149. // 创建新行并填充数据
  150. DataRow newRow = dataTable.NewRow();
  151. foreach (JsonProperty property in element.EnumerateObject())
  152. {
  153. newRow[property.Name] = property.Value.ToString();
  154. }
  155. dataTable.Rows.Add(newRow);
  156. }
  157. }
  158. return dataTable;
  159. }
  160. public static List<Dictionary<string, object>> DataTable2List(DataTable dataTable)
  161. {
  162. var records = new List<Dictionary<string, object>>();
  163. foreach (DataRow row in dataTable.Rows)
  164. {
  165. var record = new Dictionary<string, object>();
  166. foreach (DataColumn col in dataTable.Columns)
  167. {
  168. // 处理DBNull值
  169. record[col.ColumnName] = row[col] == DBNull.Value ? null : row[col];
  170. }
  171. records.Add(record);
  172. }
  173. return records;
  174. }
  175. private void FundQ_Load(object sender, EventArgs e)
  176. {
  177. }
  178. private void btnSaveGeneralInfo_Click(object sender, EventArgs e)
  179. {
  180. try
  181. {
  182. // 数据对象
  183. var textData = new
  184. {
  185. fundId = this.fundId,
  186. investmentObjective = this.txtInvestmentObjective.Text,
  187. benchmark = this.txtBenchmark.Text,
  188. investmentPhilosophy = this.txtInvestmentPhilosophy.Text,
  189. portfolioManagers = DataTable2List((DataTable)this.grdPortfolioManager.DataSource),
  190. ter = DataTable2List((DataTable)this.grdTER.DataSource),
  191. updateTime = DateTime.Now
  192. };
  193. // 序列化选项
  194. var options = new JsonSerializerOptions
  195. {
  196. WriteIndented = true,
  197. PropertyNamingPolicy = JsonNamingPolicy.CamelCase
  198. };
  199. string jsonString = JsonSerializer.Serialize(textData, options);
  200. //MessageBox.Show($"Save JSON: \n{jsonString}", "Json Result");
  201. int ret = DataAccess.Set_dd_fund_info(this.fundId, DateTime.Today, jsonString, 1, 1, userId);
  202. if (ret == 1)
  203. {
  204. this.Close();
  205. }
  206. }
  207. catch (Exception ex)
  208. {
  209. MessageBox.Show($"Error: {ex.Message}", "Error");
  210. }
  211. }
  212. private void grdTER_CellValidating(object sender, DataGridViewCellValidatingEventArgs e)
  213. {
  214. string errMsg = "Please enter a number between 0 and 100, with up to 3 decimal digits";
  215. if (grdTER.Columns[e.ColumnIndex].Name == "ter" && e.RowIndex >= 0)
  216. {
  217. // 先清除可能存在的旧错误提示
  218. grdTER.Rows[e.RowIndex].ErrorText = "";
  219. if (e.FormattedValue.ToString().Trim() == "") return;
  220. // 尝试将输入的值转换为小数
  221. if (!decimal.TryParse(e.FormattedValue.ToString(), out decimal newValue))
  222. {
  223. // 如果转换失败,说明输入的不是有效数字
  224. e.Cancel = true;
  225. grdTER.Rows[e.RowIndex].ErrorText = errMsg;
  226. return;
  227. }
  228. // 验证数值范围(例如限制在0到100之间)
  229. if (newValue < 0 || newValue > 100)
  230. {
  231. e.Cancel = true;
  232. grdTER.Rows[e.RowIndex].ErrorText = errMsg;
  233. return;
  234. }
  235. // (可选) 自定义验证小数位数
  236. string[] parts = e.FormattedValue.ToString().Split('.');
  237. if (parts.Length > 1 && parts[1].Length > 3) // 检查小数点后的位数
  238. {
  239. e.Cancel = true;
  240. grdTER.Rows[e.RowIndex].ErrorText = errMsg;
  241. }
  242. }
  243. }
  244. private void btnSaveFundProcess_Click(object sender, EventArgs e)
  245. {
  246. }
  247. }
  248. }