DDQ/FundQ.cs

using System;
using System.Collections.Generic;
using System.ComponentModel;
using System.Data;
using System.Drawing;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using System.Windows.Forms;
using System.Text.Json;
using System.Text.Json.Serialization;
using System.Drawing.Text;
using System.IO;


namespace ddq
{
    public partial class FundQ : Form
    {

        private string fundId;
        private string companyId;
        private int userId;
        private DataTable fundInfoTable;


        public FundQ(string fundId, string companyId, int userId)
        {
            InitializeComponent();

            this.fundId = fundId;
            this.companyId = companyId;
            this.userId = userId;

            InitializeData();
            
        }


        private void InitializeData()
        {
            DataTable dt = DataAccess.Get_fund_info(fundId, null);

            if (dt == null || dt.Rows.Count <= 0) return;

            this.lblFundName.Text = dt.Rows[0].Field<string>("fund_short_name");
            //this.lblMainCode.Text = "Code: " + dt.Rows[0].Field<string>("register_number");
            this.lblMainCode.Text = "Code: " + fundId;
            this.lblCategory.Text = "Category: " + dt.Rows[0].Field<string>("strategy");
            this.lblInceptionDate.Text = "Launched: " + dt.Rows[0].Field<DateTime?>("inception_date")?.ToString("yyyy-MM-dd");
            this.lblDomicile.Text = "Domicile: ";

            fundInfoTable = DataAccess.Get_dd_fund_info(fundId, null, 1);

            bool hasPM = false;
            DataTable dtPM;
            bool hasTER = false;
            DataTable dtTER;

            if (fundInfoTable != null && fundInfoTable.Rows.Count > 0)
            {

                string jsonString = fundInfoTable.Rows[0].Field<string>("info").Trim();

                JsonDocument document = JsonDocument.Parse(jsonString);
                JsonElement root = document.RootElement;

                if (root.ValueKind != JsonValueKind.Undefined)
                {
                    //
                    // General Info
                    //
                    this.txtInvestmentObjective.Text = Utility.Json2Text(root, "investmentObjective");
                    this.txtBenchmark.Text = Utility.Json2Text(root, "benchmark");
                    this.txtInvestmentPhilosophy.Text = Utility.Json2Text(root, "investmentPhilosophy");

                    JsonElement elmPM;
                    hasPM = root.TryGetProperty("portfolioManagers", out elmPM);
                    
                    if (hasPM == true)
                    {
                        dtPM = Utility.Json2Table(elmPM);
                        InitPortfolioManagerGrid(dtPM);
                    }

                    JsonElement elmTER;
                    hasTER = root.TryGetProperty("ter", out elmTER);

                    if (hasTER == true)
                    {
                        dtTER = Utility.Json2Table(elmTER);
                        InitTERGrid(dtTER);
                    }

                    //
                    // Process
                    //
                    this.chkAllowDerivatives.Checked = Utility.Json2Text(root, "allowDerivatives").ToLower() == "true" ? true : false;
                    this.chkUseDerivatives.Checked = Utility.Json2Text(root, "useDerivatives").ToLower() == "true" ? true : false;
                    this.chkDerivativesForEfficent.Checked = this.chkUseDerivatives.Checked == true ? Utility.Json2Text(root, "drvForEffPM").ToLower() == "true" ? true : false : false;
                    if (this.chkUseDerivatives.Checked == true)
                    {
                        this.chkDerivativesForEfficent.Checked = Utility.Json2Text(root, "drvForEffPM").ToLower() == "true" ? true : false;
                        this.chkDerivatesForHedging.Checked = Utility.Json2Text(root, "drvForHedging").ToLower() == "true" ? true : false;
                        this.chkDerivativesForMarket.Checked = Utility.Json2Text(root, "drvForMktAcs").ToLower() == "true" ? true : false;
                        this.chkDerivatesForLeverage.Checked = Utility.Json2Text(root, "drvForLeverage").ToLower() == "true" ? true : false;
                    }
                    this.chkPriceTarget.Checked = Utility.Json2Text(root, "priceTarget").ToLower() == "true" ? true : false;
                    if (this.chkPriceTarget.Checked == true)
                    {
                        this.txtOverrunPriceTarget.Text = Utility.Json2Text(root, "overrunPriceTarget");
                    }

                }

            }

            if (hasPM == false) 
            {
                dtPM = new DataTable();

                // 没有基金经理数据时，初始化表
                dtPM.Columns.Add("personnel_id", typeof(string));
                dtPM.Columns.Add("name", typeof(string));
                dtPM.Columns.Add("startDate", typeof(DateTime));
                dtPM.Columns.Add("endDate", typeof(DateTime));

                InitPortfolioManagerGrid(dtPM); 
            }

            if (hasTER == false)
            {
                dtTER = new DataTable();

                dtTER.Columns.Add("year", typeof(int));
                dtTER.Columns.Add("ter", typeof(decimal));

                int year = DateTime.Today.Year - 1;
                for (int i = 0; i < 5; i++)
                {
                    DataRow row = dtTER.NewRow();
                    row["year"] = year - i;
                    dtTER.Rows.Add(row);
                }

                InitTERGrid(dtTER);
            }

        }



        private void InitPortfolioManagerGrid(DataTable dt)
        {
            this.grdPortfolioManager.DataSource = dt;

            this.grdPortfolioManager.Columns["personnel_id"].Visible = false;

            this.grdPortfolioManager.Columns["name"].HeaderText = "Manager Name";
            this.grdPortfolioManager.Columns["name"].DisplayIndex = 0;

            this.grdPortfolioManager.Columns["startDate"].HeaderText = "Start Date";
            this.grdPortfolioManager.Columns["startDate"].DefaultCellStyle.Format = "d";
            this.grdPortfolioManager.Columns["startDate"].DisplayIndex = 1;

            this.grdPortfolioManager.Columns["endDate"].HeaderText = "End Date";
            this.grdPortfolioManager.Columns["endDate"].DefaultCellStyle.Format = "yyyy-MM-dd";
            this.grdPortfolioManager.Columns["endDate"].DisplayIndex = 2;
        }


        private void InitTERGrid(DataTable dt)
        {
            this.grdTER.DataSource = dt;
            this.grdTER.Columns["year"].HeaderText = "Year";
            this.grdTER.Columns["year"].ReadOnly = true;
            this.grdTER.Columns["year"].DisplayIndex = 0;

            this.grdTER.Columns["ter"].HeaderText = "Total Expense Ratio %";
            this.grdTER.Columns["ter"].ValueType = typeof(decimal);
            this.grdTER.Columns["ter"].DefaultCellStyle.Format = "N3";
            this.grdTER.Columns["ter"].DisplayIndex = 1;

        }

        private void FundQ_Load(object sender, EventArgs e)
        {
        }

        private void btnSaveGeneralInfo_Click(object sender, EventArgs e)
        {

            try
            {
                // 数据对象
                var textData = new
                {
                    fundId = this.fundId,
                    investmentObjective = this.txtInvestmentObjective.Text,
                    benchmark = this.txtBenchmark.Text,
                    investmentPhilosophy = this.txtInvestmentPhilosophy.Text,
                    portfolioManagers = Utility.DataTable2List((DataTable)this.grdPortfolioManager.DataSource),
                    ter = Utility.DataTable2List((DataTable)this.grdTER.DataSource),
                    allowDerivatives = this.chkAllowDerivatives.Checked,
                    useDerivatives = this.chkUseDerivatives.Checked,
                    drvForEffPM = this.chkDerivativesForEfficent.Checked,
                    drvForHedging = this.chkDerivatesForHedging.Checked,
                    drvForMktAcs = this.chkDerivativesForMarket.Checked,
                    drvForLeverage = this.chkDerivatesForLeverage.Checked,
                    priceTarget = this.chkPriceTarget.Checked,
                    overrunPriceTarget = this.txtOverrunPriceTarget.Text,
                    updateTime = DateTime.Now
                };

                // 序列化选项
                var options = new JsonSerializerOptions
                {
                    WriteIndented = true,
                    PropertyNamingPolicy = JsonNamingPolicy.CamelCase
                };

                string jsonString = JsonSerializer.Serialize(textData, options);

                //MessageBox.Show($"Save JSON: \n{jsonString}", "Json Result");

                int ret = DataAccess.Set_dd_fund_info(this.fundId, DateTime.Today, jsonString, 1, 1, userId);

                if (ret == 1)
                {
                    this.Close();
                }

            }
            catch (Exception ex)
            {
                MessageBox.Show($"Error: {ex.Message}", "Error");
            }
        }

        private void grdTER_CellValidating(object sender, DataGridViewCellValidatingEventArgs e)
        {

            string errMsg = "Please enter a number between 0 and 100, with up to 3 decimal digits";

            if (grdTER.Columns[e.ColumnIndex].Name == "ter" && e.RowIndex >= 0)
            {
                // 先清除可能存在的旧错误提示
                grdTER.Rows[e.RowIndex].ErrorText = "";

                if (e.FormattedValue.ToString().Trim() == "") return;

                // 尝试将输入的值转换为小数
                if (!decimal.TryParse(e.FormattedValue.ToString(), out decimal newValue))
                {
                    // 如果转换失败，说明输入的不是有效数字
                    e.Cancel = true;
                    grdTER.Rows[e.RowIndex].ErrorText = errMsg;
                    return;
                }

                // 验证数值范围（例如限制在0到100之间）
                if (newValue < 0 || newValue > 100)
                {
                    e.Cancel = true;
                    grdTER.Rows[e.RowIndex].ErrorText = errMsg;
                    return;
                }

                // (可选) 自定义验证小数位数
                string[] parts = e.FormattedValue.ToString().Split('.');
                if (parts.Length > 1 && parts[1].Length > 3) // 检查小数点后的位数
                {
                    e.Cancel = true;
                    grdTER.Rows[e.RowIndex].ErrorText = errMsg;
                }
            }
        }

        private void btnSaveFundProcess_Click(object sender, EventArgs e)
        {
          
        }

        private void chkUseDerivatives_CheckedChanged(object sender, EventArgs e)
        {

            bool isChecked = chkUseDerivatives.Checked;

            this.chkDerivativesForEfficent.Enabled = isChecked;
            this.chkDerivatesForHedging.Enabled = isChecked;
            this.chkDerivativesForMarket.Enabled = isChecked;
            this.chkDerivatesForLeverage.Enabled = isChecked;

            if (isChecked == false) 
            {
                this.chkDerivativesForEfficent.Checked = false;
                this.chkDerivatesForHedging.Checked = false;
                this.chkDerivativesForMarket.Checked = false;
                this.chkDerivatesForLeverage.Checked = false;
            }

        }

        private void chkPriceTarget_CheckedChanged(object sender, EventArgs e)
        {
            bool isChecked = chkPriceTarget.Checked;

            if (!isChecked) { this.txtOverrunPriceTarget.Text = ""; }
        }

        private void btnUploadProcessDiagram_Click(object sender, EventArgs e)
        {
            this.ofdProcessDiagram.Title = "Upload Diagram File -- FAKE";

            if (this.ofdProcessDiagram.ShowDialog() == DialogResult.OK)
            {
                // TODO: upload files to server. let's fake it for now
                string filePath = ofdProcessDiagram.FileName;
                string fileName = Path.GetFileName(filePath);

                try
                {
                }
                catch (Exception ex)
                {
                    MessageBox.Show("File was not able to be uploaded：" + ex.Message, "Error Message", MessageBoxButtons.OK, MessageBoxIcon.Error);
                }

            }
        }

        private void btnAddManager_Click(object sender, EventArgs e)
        {
            using (PersonSelectionDialog dialog = new PersonSelectionDialog(companyId))
            {
                dialog.StartPosition = FormStartPosition.CenterParent;
                DialogResult result = dialog.ShowDialog(this);

                if (result == DialogResult.OK && dialog.PersonnelId != "")
                {
                    DataTable dt = (DataTable)this.grdPortfolioManager.DataSource;
                    
                    DataRow row = dt.NewRow();
                    row["personnel_id"] = dialog.PersonnelId;
                    row["name"] = dialog.PersonnelName;
                    row["startDate"] = dialog.StartDate.Date;
                    dt.Rows.Add(row);
                }
                
            }
        }

        private void grdPortfolioManager_CellValidating(object sender, DataGridViewCellValidatingEventArgs e)
        {
            int rowIndex = e.RowIndex;
            int columnIndex = e.ColumnIndex;

            if (rowIndex < 0 || columnIndex < 0) { return; }


            // 先清除可能存在的旧错误提示
            grdPortfolioManager.Rows[rowIndex].ErrorText = "";

            // 如果转换失败，说明输入的不是有效日期
            bool isPass = DateTime.TryParse(grdPortfolioManager.Rows[rowIndex].Cells["startDate"].Value.ToString(), out DateTime newDate);

            if (!isPass || newDate < new DateTime(1900, 1, 1) || newDate > DateTime.Today)
            {
                e.Cancel = true;
                grdPortfolioManager.Rows[columnIndex].ErrorText = "Please enter a proper start date";
                return;
            }


            if (grdPortfolioManager.Rows[rowIndex].Cells["endDate"].Value.ToString() == "") return;

            isPass = DateTime.TryParse(grdPortfolioManager.Rows[rowIndex].Cells["endDate"].Value.ToString(), out newDate);

            if (!isPass || newDate < new DateTime(1900, 1, 1) || newDate > DateTime.Today)
            {
                e.Cancel = true;
                grdPortfolioManager.Rows[columnIndex].ErrorText = "Please enter a proper end date"; ;
                return;
            }

        }

        private void grdPortfolioManager_Validating(object sender, CancelEventArgs e)
        {

        }
    }
}