导入合规登记

controller/contract/pre_register.go

@@ -1326,9 +1326,9 @@ func ExportPreRegister(c *gin.Context,list []*fms.ContractPreRegisterItem) {
 		registerIds = append(registerIds, list[i].ContractRegisterId)
 	}
 	// 获取小套餐品种
-	cpCond := `product_id = ? AND permission_name <> ? AND enabled = 1 AND parent_id> 0 `
+	cpCond := `product_id = ? AND permission_name <> ? AND permission_name <> ? AND enabled = 1 AND parent_id> 0 `
 	cpPars := make([]interface{}, 0)
-	cpPars = append(cpPars, crm.CompanyProductFicc, crm.ChartPermissionStrategyName)
+	cpPars = append(cpPars, crm.CompanyProductFicc, crm.ChartPermissionStrategyName, crm.ChartPermissionFixedIncomeName)
 	cp := new(crm.ChartPermission)
 	permissionList, e := cp.List(cpCond, cpPars)
 	if e != nil {

controller/contract/register.go

@@ -1806,9 +1806,9 @@ func (rg *RegisterController) Export(c *gin.Context) {
 	}
 
 	// 获取小套餐品种
-	cpCond := `product_id = ? AND permission_name <> ? AND enabled = 1 AND parent_id> 0 `
+	cpCond := `product_id = ? AND permission_name <> ? AND permission_name <> ? AND enabled = 1 AND parent_id> 0 `
 	cpPars := make([]interface{}, 0)
-	cpPars = append(cpPars, crm.CompanyProductFicc, crm.ChartPermissionStrategyName)
+	cpPars = append(cpPars, crm.CompanyProductFicc, crm.ChartPermissionStrategyName, crm.ChartPermissionFixedIncomeName)
 	cp := new(crm.ChartPermission)
 	permissionList, e := cp.List(cpCond, cpPars)
 	if e != nil {
@@ -2885,6 +2885,12 @@ func (rg *RegisterController) Import(c *gin.Context) {
 							return
 						}
 						continue
+					} else if k == 42 {
+						if text != "固定收益" {
+							resp.Fail("【固定收益】列名称有误, 请参考模板导入", c)
+							return
+						}
+						continue
 					}
 				}
 			} else if i >= 3 {
@@ -3046,7 +3052,7 @@ func (rg *RegisterController) Import(c *gin.Context) {
 						continue
 					}
 					// 其他类型套餐
-					if k >= 33 && k <= 41 {
+					if k >= 33 && k <= 42 {
 						if v == "是" {
 							tempItem := serviceTempNameMap[titleMap[k]]
 							if tempItem == nil {
@@ -3067,10 +3073,10 @@ func (rg *RegisterController) Import(c *gin.Context) {
 						}
 						continue
 					}
-					if k >= 42 && k <= 52 {
+					if k >= 43 && k <= 53 {
 						if v == "是" {
 							// 权益大套餐
-							if k <= 43 {
+							if k <= 44 {
 								//新增
 								parentName := "权益大套餐"
 								tempItem := raiServiceTempNameMap[titleMap[k]]
@@ -3167,7 +3173,7 @@ func (rg *RegisterController) Import(c *gin.Context) {
 						continue
 					}
 					// 权益研选等套餐
-					if k >= 53 && k <= 60 {
+					if k >= 54 && k <= 61 {
 						if v == "是" {
 							tempItem := raiServiceTempNameMap[titleMap[k]]
 							if tempItem == nil {
@@ -3189,12 +3195,12 @@ func (rg *RegisterController) Import(c *gin.Context) {
 						continue
 					}
 					// 套餐备注
-					if k == 61 {
+					if k == 62 {
 						rowRegister.ServiceRemark = v
 						continue
 					}
 					// 开始时间/到期时间
-					if k == 62 {
+					if k == 63 {
 						// 转换失败可能是因为格式为Excel日期格式, 读取出来会是一串数字, 将其转换成日期字符串再处理
 						va := cell.Value
 						if va == "" {
@@ -3218,7 +3224,7 @@ func (rg *RegisterController) Import(c *gin.Context) {
 						rowRegister.StartDate = startDate
 						continue
 					}
-					if k == 63 {
+					if k == 64 {
 						va := cell.Value
 						if va == "" {
 							resp.Fail(fmt.Sprintf("第%d行到期时间不可为空, 请按模板导入", i+1), c)
@@ -3241,7 +3247,7 @@ func (rg *RegisterController) Import(c *gin.Context) {
 						continue
 					}
 					// 合同金额
-					if k == 64 {
+					if k == 65 {
 						amountStr := v
 						amount, e := strconv.ParseFloat(amountStr, 64)
 						if e != nil {
@@ -3252,7 +3258,7 @@ func (rg *RegisterController) Import(c *gin.Context) {
 						continue
 					}
 					// 金额单位
-					if k == 65 {
+					if k == 66 {
 						rate := rateMap[v]
 						if rate <= 0 {
 							resp.Fail(fmt.Sprintf("第%d行金额单位有误, 请按模板导入", i+1), c)
@@ -3263,7 +3269,7 @@ func (rg *RegisterController) Import(c *gin.Context) {
 						continue
 					}
 					// FICC 套餐总金额
-					if k == 66 {
+					if k == 67 {
 						amountStr := v
 						amount, _ := strconv.ParseFloat(amountStr, 64)
 						if amount > 0 {
@@ -3278,7 +3284,7 @@ func (rg *RegisterController) Import(c *gin.Context) {
 						continue
 					}
 					// 权益套餐总金额
-					if k == 67 {
+					if k == 68 {
 						amountStr := v
 						amount, _ := strconv.ParseFloat(amountStr, 64)
 						if amount > 0 {
@@ -3293,12 +3299,12 @@ func (rg *RegisterController) Import(c *gin.Context) {
 						continue
 					}
 					// 约定付款日期
-					if k == 68 {
+					if k == 69 {
 						rowRegister.AgreedPayTime = v
 						continue
 					}
 					// 签订日
-					if k == 69 {
+					if k == 70 {
 						va := cell.Value
 						if va == "" {
 							continue
@@ -3320,7 +3326,7 @@ func (rg *RegisterController) Import(c *gin.Context) {
 						continue
 					}
 					// 合同状态
-					if k == 70 {
+					if k == 71 {
 						rowRegister.ContractStatus = fms.ContractStatusNameKeyMap[v]
 						if rowRegister.ContractStatus == 0 {
 							resp.Fail(fmt.Sprintf("第%d行合同状态不匹配, 请按模板导入", i+1), c)
@@ -3329,7 +3335,7 @@ func (rg *RegisterController) Import(c *gin.Context) {
 						continue
 					}
 					// 合同编号
-					if k == 71 {
+					if k == 72 {
 						rowContractCode := v
 						if rowContractCode == "" {
 							resp.Fail(fmt.Sprintf("第%d行合同编号不可为空, 请按模板导入", i+1), c)
@@ -3344,13 +3350,13 @@ func (rg *RegisterController) Import(c *gin.Context) {
 						continue
 					}
 					// 合规备注
-					if k == 72 {
+					if k == 73 {
 						rowRegister.Remark = v
 						continue
 					}
 					// 开票列表
 
-					k2 := 72
+					k2 := 73
 					for ir := 0; ir < invoiceMax; ir++ {
 						n := ir + 1
 						// 开票日

models/crm/constants.go

@@ -36,7 +36,7 @@ const (
 	CompanyProductRaiName  = "权益"
 
 	ChartPermissionStrategyName = "策略"
-
+	ChartPermissionFixedIncomeName = "固定收益"
 	// 合同类型
 	ContractTypeNew   = "新签合同" // 新签
 	ContractTypeRenew = "续约合同" // 续约