void Initialize()
{
IDataProvider dataProvider = DataSource.GetDataProvider();
SalesbySecorSeries.DataSource = dataProvider.GetSalesBySector(new DateTime(), DateTime.Now, GroupingPeriod.All);
dailySalesPerformance.SetSalesPerformanceProvider(new DailySalesPerformance(dataProvider));
monthlySalesPerformance.SetSalesPerformanceProvider(new MonthlySalesPerformance(dataProvider));
Palette palette = ChartUtils.GeneratePalette();
chartSalesbySecor.PaletteRepository.Add(palette.Name, palette);
chartSalesbySecor.PaletteName = palette.Name;
chartSalesbySecor.CustomDrawSeriesPoint += ChartUtils.CustomDrawPieSeriesPoint;
int year = DateTime.Today.Year;
SalesGroup thisYearSales = dataProvider.GetTotalSalesByRange(new DateTime(year, 1, 1), DateTime.Today);
decimal fiscalToDataValue = thisYearSales.TotalCost;
fiscalToData.Text = fiscalToDataValue.ToString("$0,0");
needleFiscalToData.Value = (float)thisYearSales.TotalCost;
decimal salesForecast = SalesForecastMaker.GetYtdForecast(fiscalToDataValue);
linearScaleRangeBarForecast.Value = (float)(salesForecast / 1000000);
int preYear = year - 1;
SalesGroup prevYearSales = dataProvider.GetTotalSalesByRange(new DateTime(preYear, 1, 1), new DateTime(preYear, 12, DateTime.DaysInMonth(preYear, 12)));
labelFiscalYear.Text = "FISCAL YEAR " + preYear.ToString();
fiscalYear.Text = prevYearSales.TotalCost.ToString("$0,0");
needleFiscalYear.Value = (float)prevYearSales.TotalCost;
}
public JsonResult Summary(DateTime StartDate, DateTime EndDate)
{
try
{
var Sales = Sqlhelpers.GetAllSales(StartDate, EndDate).ToList();
var result =
from sales in Sales
group sales by sales.BusinessID into SalesGroup
select new
{
BusinessName = SalesGroup.First().BusinessName,
Refill6KG = SalesGroup.Sum(x => x.Refill_6KG),
Refill13KG = SalesGroup.Sum(x => x.Refill_13KG),
Outright_6KG = SalesGroup.Sum(x => x.Outright_6KG),
Outright_13KG = SalesGroup.Sum(x => x.Outright_13KG),
Complete6KG = SalesGroup.Sum(x => x.Complete6KG),
Complete13KG = SalesGroup.Sum(x => x.Complete13KG),
};
return(Json(result, JsonRequestBehavior.AllowGet));
}
catch (Exception ex)
{
return(Json(new { error = true, message = "Error" + ex.Message }));
}
}
public SalesGroupViewModel CastModel(SalesGroup model)
{
return(new SalesGroupViewModel
{
ID = model.ID,
Company = model.Company,
CompanyCode = model.CompanyCode,
Name = model.Name,
ShortCode = model.ShortCode,
State = model.State,
DistrictID = model.DistrictID,
District = new DistrictViewModel().CastModel(model.District)
});
}
/// <summary>
/// 获取指定日期的各个状态案件的统计信息
/// </summary>
/// <param name="salesGroup">销售团队信息</param>
/// <param name="date">日期</param>
/// <returns>统计信息</returns>
private DayStatisticsDto GetSingleGroupStatistics(SalesGroup salesGroup, DateTime date)
{
var output = new DayStatisticsDto();
DateTime endDate = date.AddDays(1.0);
DateTime thisMonth = new DateTime(date.Year, date.Month, 1);
DateTime nextMonth = thisMonth.AddMonths(1);
// 审核案件
var audits = _baseAuditDal.GetAllBase()
.Where(p => p.SalesGroupID == salesGroup.ID && p.CreateTime >= date && p.CreateTime < endDate)
.ToList();
var monthAudits = _baseAuditDal.GetAllBase()
.Where(p => p.SalesGroupID == salesGroup.ID && p.CreateTime >= thisMonth && p.CreateTime < nextMonth);
// 进件案件
var baseCases = _baseCaseDal.GetAll()
.Where(p => p.SalesGroupID == salesGroup.ID && p.CreateTime > date && p.CreateTime < endDate && p.NewCaseNum != null);
// 已签约案件
var mortages = GetMortgages(audits).ToList();
// 已放款案件
var afterCases = GetLendings(audits).ToList();
// 月放款案件
var monthAfterCases = GetLendings(monthAudits);
output.SalesGroupId = salesGroup.ID;
output.SalesGroupName = salesGroup.Company;
output.BaseCaseCount = baseCases.Count();
output.BaseCaseAmount = baseCases.Sum(p => p.LoanAmount) ?? 0M;
output.AuditCaseCount = audits.Count(p => p.CaseStatus == CaseStatus.PublicMortgage);
output.AuditCaseAmount = audits.Where(p => p.CaseStatus == CaseStatus.PublicMortgage).Sum(p => p.AuditAmount) ?? 0M;
output.PublicCaseCount = mortages.Count();
output.PublicCaseAmount = mortages.Sum(p => p.ContractAmount) ?? 0M;
output.AfterCaseCount = afterCases.Count();
output.AfterCaseAmount = afterCases.Sum(p => p.ContractAmount) ?? 0M;
output.MonthAfterCaseAmount = monthAfterCases.Sum(p => p.ContractAmount) ?? 0M;
output.MonthAfterCaseCount = monthAfterCases.Count();
return(output);
}
public bool BelongsToGroup(SalesGroup group) => _groups.Contains(group);
public bool AddSalesmenGroup(int salesmenId, int groupId)
{
try
{
if (CheckExistSalesGroup(salesmenId, groupId) == false)
{
SalesGroup r = new SalesGroup();
r.SalesmenId = salesmenId;
r.GroupId = groupId;
db.SalesGroups.InsertOnSubmit(r);
db.SubmitChanges();
return true;
}
else
return false;
}
catch
{
return false;
}
}
public bool Add(string upiCode, string fullName, string phone, int roleId, int smsQuota, DateTime expiredDate,
int groupId, int regionId, int areaId, int localId)
{
try
{
if (CheckExistedSalemen(-1, phone)) return false;
var o = new Salesmen
{
UpiCode = upiCode,
FullName = fullName,
Phone = phone,
RoleId = roleId,
SmsQuota = smsQuota,
ExpiredDate = expiredDate
};
db.Salesmens.InsertOnSubmit(o);
db.SubmitChanges();
int salesMenId = o.Id;
if (groupId != 0)
{
// insert Group to SaleGroup
SalesGroup salesGroup = new SalesGroup();
salesGroup.GroupId = groupId;
salesGroup.SalesmenId = salesMenId;
db.SalesGroups.InsertOnSubmit(salesGroup);
db.SubmitChanges();
}
if (regionId != 0)
{
// insert region
SalesRegion salesRegion = new SalesRegion();
salesRegion.SalesmenId = salesMenId;
salesRegion.RegionId = regionId;
db.SalesRegions.InsertOnSubmit(salesRegion);
db.SubmitChanges();
}
if (areaId != 0)
{
// insert area
SalesArea salesArea = new SalesArea();
salesArea.SalesmenId = salesMenId;
salesArea.AreaId = areaId;
db.SalesAreas.InsertOnSubmit(salesArea);
db.SubmitChanges();
}
if (localId != 0)
{
// insert area
SalesLocal salesLocal = new SalesLocal();
salesLocal.SalesmenId = salesMenId;
salesLocal.LocalId = localId;
db.SalesLocals.InsertOnSubmit(salesLocal);
db.SubmitChanges();
}
return true;
}
catch
{
return false;
}
}
public bool UpdateSaleGroup(int salesmenId, int groupId)
{
var o = (from e in db.SalesGroups where e.SalesmenId == salesmenId && e.GroupId == groupId select e).SingleOrDefault();
if (o != null)
{
try
{
db.SalesGroups.DeleteOnSubmit(o);
db.SubmitChanges();
return true;
}
catch
{
return false;
}
}
else
{
try
{
SalesGroup sg = new SalesGroup();
sg.GroupId = groupId;
sg.SalesmenId = salesmenId;
db.SalesGroups.InsertOnSubmit(sg);
db.SubmitChanges();
return true;
}
catch
{
return false;
}
}
}
public bool Edit(int id, string upiCode, string fullName, string phone, int roleId, int smsQuota, DateTime expiredDate,
int groupId, int regionId, int areaId, int localId)
{
try
{
if (CheckExistedSalemen(id, phone)) return false;
var o = (from e in db.Salesmens where e.Id == id select e).SingleOrDefault();
if (o != null)
{
o.UpiCode = upiCode;
o.FullName = fullName;
o.Phone = phone;
o.RoleId = roleId;
o.SmsQuota = smsQuota;
o.ExpiredDate = expiredDate;
db.SubmitChanges();
int salesMenId = id;
if (groupId != 0)
{
//// delete all existing setting for this
//db.SalesGroups.DeleteAllOnSubmit(from sg in db.SalesGroups where sg.SalesmenId == salesMenId select sg);
// insert Group to SaleGroup
SalesGroup salesGroup = new SalesGroup();
salesGroup.GroupId = groupId;
salesGroup.SalesmenId = salesMenId;
db.SalesGroups.InsertOnSubmit(salesGroup);
db.SubmitChanges();
}
if (regionId != 0)
{
// insert region
SalesRegion salesRegion = new SalesRegion();
salesRegion.SalesmenId = salesMenId;
salesRegion.RegionId = regionId;
db.SalesRegions.InsertOnSubmit(salesRegion);
db.SubmitChanges();
}
if (areaId != 0)
{
// insert area
SalesArea salesArea = new SalesArea();
salesArea.SalesmenId = salesMenId;
salesArea.AreaId = areaId;
db.SalesAreas.InsertOnSubmit(salesArea);
db.SubmitChanges();
}
if (localId != 0)
{
// insert area
SalesLocal salesLocal = new SalesLocal();
salesLocal.SalesmenId = salesMenId;
salesLocal.LocalId = localId;
db.SalesLocals.InsertOnSubmit(salesLocal);
db.SubmitChanges();
}
return true;
}
return false;
}
catch
{
return false;
}
}
private void detach_SalesGroups(SalesGroup entity)
{
this.SendPropertyChanging();
entity.Salesmen = null;
}
partial void DeleteSalesGroup(SalesGroup instance);
private void attach_SalesGroups(SalesGroup entity)
{
this.SendPropertyChanging();
entity.Salesmen = this;
}
partial void UpdateSalesGroup(SalesGroup instance);
partial void InsertSalesGroup(SalesGroup instance);
string GetTotalCost(SalesGroup group)
{
return(group.TotalCost.ToString("$#,#,0"));
}
// todo switch to private method
public IEnumerable <AfterCase> GetAfterCaseByData(DateTime startTime, DateTime?endTime)
{
IQueryable <BaseAudit> baseAudits = GetAllAfterCases().Where(p => p.CreateTime >= startTime);
if (endTime.HasValue)
{
baseAudits = baseAudits.Where(p => p.CreateTime < endTime);
}
baseAudits = baseAudits.OrderBy(p => p.CreateTime);
var afterCases = new List <AfterCase>();
List <Dictionary> dictionaries = _dictionaryBll.QueryByParentKey("-ThirdPlatform").ToList();
foreach (var audit in baseAudits)
{
// 获取借款人
RelationPersonAudit customer = _relationPersonAuditDal.GetAll().Single(p => p.AuditID == audit.ID && p.RelationType == "-PersonType-JieKuanRen");
Lending lendingInfo = audit.NewCaseNum.Contains("HIS") ? _lendingDal.GetHIS(audit.ID) : _lendingDal.Get(audit.ID);
SalesGroup salesGroup = _salesGroupDal.GetAll().Single(p => p.ID == audit.SalesGroupID);
PublicMortgage mortgage = _mortgageBll.Query(audit.NewCaseNum);
var fundDictionary = dictionaries.FirstOrDefault(p => p.Path == audit.ThirdParty);
// 借款人和共同借款人
var debtNames =
_relationPersonAuditDal.GetAll()
.Where(
p =>
p.AuditID == audit.ID &&
(p.RelationType == "-PersonType-JieKuanRen" || p.IsCoBorrower == 1)).Select(p => p.Name);
var afterase = new AfterCase();
afterase.CaseNum = audit.NewCaseNum;
afterase.SalesGrouptId = salesGroup.CompanyCode;
afterase.SalesCompanyName = salesGroup.Company;
afterase.CompanyCode = salesGroup.Company.PadRight(4).Substring(0, 4);
afterase.CustomerId = customer.ID;
afterase.CustomerName = audit.BorrowerName;
afterase.CustomerIdentificationType = customer.IdentificationType;
afterase.CustomerIdentificationNumber = customer.IdentificationNumber;
afterase.AccountName = audit.OpeningSite ?? string.Empty;
afterase.EarnestMoney = audit.CustEarnestMoney.ToString();
afterase.DebtName = string.Join(",", debtNames.ToArray());
afterase.LenderName = audit.LenderName ?? string.Empty;
afterase.LoanTerm = audit.AuditTerm ?? string.Empty;
afterase.LendingDate = lendingInfo.LendTime == null ? "" : lendingInfo.LendTime.ToString();
afterase.PaymentDay = lendingInfo.PaymentDay == null ? "" : lendingInfo.PaymentDay.ToString();
afterase.ContractAmount = audit.NewCaseNum.Contains("HIS") ? lendingInfo.ContractAmount.ToString() : mortgage.ContractAmount.ToString();
afterase.ContractInterestRate = CONTRACT_INTEREST_RATE;
afterase.RealInterestRate = audit.AuditRate > 2M ? audit.AuditRate.ToString() : (audit.AuditRate * 12).ToString(); // 审计利率*12=实际年利率
afterase.ReceiveType = RECEIVE_TYPE;
afterase.FundId = audit.ThirdParty ?? string.Empty;
afterase.FundInterestRate = GetThirdPartyRate(audit);
afterase.FundName = fundDictionary == null ? string.Empty : fundDictionary.Text;
// 债转资金当作自有资金处理
afterase.LoadType = audit.CaseMode == DictionaryType.CaseMode.ZhaiZhuan ? DictionaryType.CaseMode.ZiYouZiJin : audit.CaseMode;
afterase.VirtualAccount = "";
afterase.ContractNum = mortgage.ContractNo;
afterCases.Add(afterase);
}
return(afterCases);
}
