//------------预览JS //投资规划--序号常量 var IndexFlag = 0; //财务分配--序号常量 var DistributionOfProperty_index = 0; //是否显示页面公共字段--------子系统字段 //客户信息 var CustomerInfo1 = false; var GetRiskEvaluationInfo1 = false; var LoadLiabilityByProposalId1 = false; //收支储蓄表 var GetIncomeAndExpenses1 = false; //现金流量 var GetCashFlowList1 = false; //财务比率分析 var GetFinancialRatiosList1 = false; //现金规划 var GetCashPlanByProposalId1 = false; //教育规划 var GetLifeEducationPlan1 = false; //消费规划 var GetConsumptionPlan1 = false; //创业规划 var GetStartAnUndertakingPlanList1 = false; //退休规划 var LoadRetirementPlan1 = false; //保险规划 var LoadInsurancePlan1 = false; //显示计数器 var NumCalc = 0; $(function () { //销售机会Id var TrainExamId = $.getUrlParam("TrainExamId"); //建议书Id var ProposalId = $.getUrlParam("ProposalId"); if (ProposalId != null) { LoadAllpage(ProposalId); } //实训考核什么都没有填写,需要查看空白预览 if (ProposalId == 0) { $("#ProposalCustomer").hide(); $("#RiskIndexDiv").hide(); $("#RiskIndexDivShow").hide(); $("#FinanceLiabilityDiv").hide(); $("#FinanceIncomeAndExpensesDiv").hide(); $("#FinancialRatios").hide(); $("#CashFlow").hide(); $("#FinanceCashPlanDiv").hide(); $("#LifeEducationPlan").hide(); $("#StartAnUndertakingPlan").hide(); $("#ConsumptionPlan").hide(); $("#LiveRetirementPlanDiv").hide(); $("#FinanceInsurancePlanDiv").hide(); $("#InvestmentPlan").hide(); $("#TaxPlan").hide(); $("#DistributionOfPropertyDiv").hide(); $("#Heritage").hide(); } }); function LoadAllpage(ProposalId) { //获取建议书客户信息及家属信息列表 if (ProposalId != null && ProposalId != "" && typeof ProposalId != "undefined") { //客户基本信息 CustomerInfo(ProposalId); //风险测评 GetRiskEvaluationInfo(ProposalId); //资产负债表 LoadLiabilityByProposalId(ProposalId); //收支储蓄表 GetIncomeAndExpenses(ProposalId); //现金流量 GetCashFlowList(ProposalId) //财务比率分析 GetFinancialRatiosList(ProposalId); //现金规划 GetCashPlanByProposalId(ProposalId); //教育规划 //加载每月可支配资金 可用资产 GetLifeEducationPlan(ProposalId); TeacherViewEveryMonthMoney("Assessment/GetmoneyList", ProposalId, "LifeEducationPlan"); //教育配套 //消费规划 //加载每月可支配资金 可用资产 GetConsumptionPlan(ProposalId); TeacherViewEveryMonthMoney("Assessment/GetmoneyList", ProposalId, "ConsumptionPlan"); //创业规划 GetStartAnUndertakingPlanList(ProposalId); TeacherViewEveryMonthMoney("Assessment/GetmoneyList", ProposalId, "StartAnUndertakingPlan"); //退休规划 LoadRetirementPlan(ProposalId); //保险规划 LoadInsurancePlan(ProposalId); //投资规划 LoadInvestmentPlan(ProposalId); //税收规划 GetTaxPlan(ProposalId); //财务分配 LoadDistributionOfPropertyInfo(ProposalId); //财产传承 GetHeritage(ProposalId); } } //客户信息显示 function CustomerInfo(ProposalId) { $.ajax({ url: "/Teacher/Assessment/GetProposalCustomer", type: "POST", async: false, dataType: "json", data: { ProposalId: ProposalId, rId: Math.random(), }, success: function (data) { if (data != null) { SetProposalCustomerInfo(data);//编辑建议书客户信息的设置 } else { CustomerInfo1 = true;//新增 $("#ProposalCustomer").hide(); } } }); } //设置建议书客户信息 function SetProposalCustomerInfo(data) { //隐藏域 // $("#hdProposalCustomerId").text(data.ProposalCustomerVM.Id); if (data.ProposalNum != null && data.ProposalNum != "") { //建议书 $("#ProposalNum").text(data.ProposalNum); } $("#ProposalName").text(data.ProposalName); if (data.ProposalCustomerVM != null) { NumCalc++; var CustomerName = data.ProposalCustomerVM.CustomerName == null ? "" : data.ProposalCustomerVM.CustomerName; var PinYin = data.ProposalCustomerVM.PinYin == null ? "" : data.ProposalCustomerVM.PinYin; var IDNum = data.ProposalCustomerVM.IDNum == null ? "" : data.ProposalCustomerVM.IDNum; var Phone = data.ProposalCustomerVM.Phone == null ? "" : data.ProposalCustomerVM.Phone; var Tel = data.ProposalCustomerVM.Tel == null ? "" : data.ProposalCustomerVM.Tel; var Email = data.ProposalCustomerVM.Email == null ? "" : data.ProposalCustomerVM.Email; var Position = data.ProposalCustomerVM.Position == null ? "" : data.ProposalCustomerVM.Position; var Company = data.ProposalCustomerVM.Company == null ? "" : data.ProposalCustomerVM.Company; var Address = data.ProposalCustomerVM.Address == null ? "" : data.ProposalCustomerVM.Address; //客户信息 $("#CustomerName").text(CustomerName); $("#PinYin").text(PinYin); $("#Age").text(data.ProposalCustomerVM.Age); $("#IDType").text(data.ProposalCustomerVM.IDType); $("#IDNum").text(IDNum); $("#Phone").text(Phone); $("#Tel").text(Tel); $("#Email").text(Email); $("#PositionStu").text(Position); $("#Company").text(Company); $("#AddressStu").text(Address); //客户亲属列表 $("#siblist").html(""); if (data.ProposalCustomerVM.ProposalCustomerDetailList.length == 0) { $("#siblist").prev().remove(); } $(data.ProposalCustomerVM.ProposalCustomerDetailList).each(function (index, dom) { EditList(dom.DependentName, dom.Age, dom.Relation, dom.InCome); }); } } //客户家庭信息 function EditList(DependentName, Age, Relation, InCome) { var trHtml = ""; trHtml += "
"; trHtml += "
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{0}
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"; var html = StringHelper.FormatStr(trHtml, DependentName, //0 姓名 Age, //1 年龄 Relation, //2 与客户关系 InCome //3 年收入 ); $("#siblist").append(html); } //风险测评 function GetRiskEvaluationInfo(ProposalId) { $.ajax({ url: "/Teacher/Assessment/GetRiskEvaluationInfo", type: "POST", async: false, dataType: "json", data: { ProposalId: ProposalId }, success: function (data) { if (data != null) { NumCalc++; $("#RiskIndexId").text(data.Id); // $("#ProposalId").text(data.ProposalId); $("#AgeScore").text(data.AgeScore); $("#JobScore").text(data.JobScore); $("#FamilyScore").text(data.FamilyScore); $("#HouseScore").text(data.HouseScore); $("#EXPScore").text(data.EXPScore); $("#KnowledgeScore").text(data.KnowledgeScore); $("#RCIScore").text(data.RCIScore); $("#TolerateScore").text(data.TolerateScore); $("#ConsiderationScore").text(data.ConsiderationScore); $("#LossScore").text(data.LossScore); $("#MentalityScore").text(data.MentalityScore); $("#CharacterScore").text(data.CharacterScore); $("#AvoidScore").text(data.AvoidScore); $("#UpdateDate").text(data.UpdateDate); $("#RAIScore").text(data.RAIScore); ShowInfo(data); } else { $("#RiskIndexDiv").hide(); $("#RiskIndexDivShow").hide(); } } }); } //显示评测结果 function ShowInfo(data) { $("#EvaluationDate").text(data.UpdateDateStr); var RCIScore = data.RCIScore;//风险承受能力 var RAIScore = data.RAIScore;//风险容忍态度 var length = ControlTable.length; var AbilityMin = 0, AbilityMax = 0, AttitudeMin = 0; for (var i = 0; i < length; i++) { AbilityMin = ControlTable[i].AbilityMin; AbilityMax = ControlTable[i].AbilityMax; AttitudeMin = ControlTable[i].AttitudeMin; AttitudeMax = ControlTable[i].AttitudeMax; if (AbilityMin <= RCIScore && RCIScore <= AbilityMax && AttitudeMin <= RAIScore && RAIScore <= AttitudeMax) { $("#DistributionRatio tr:eq(1) td:eq(0)").text(ControlTable[i].Currency); $("#DistributionRatio tr:eq(1) td:eq(1)").text(ControlTable[i].Bond); $("#DistributionRatio tr:eq(1) td:eq(2)").text(ControlTable[i].Stock); $("#RiskBearingCapacity").text(ControlTable[i].Ability);//风险承受能力 $("#RiskToleranceAttitude").text(ControlTable[i].Attitude);//风险容忍态度 ShowPieInfo(ControlTable[i].Currency, ControlTable[i].Bond, ControlTable[i].Stock); return true; } } } //测评饼 function ShowPieInfo(Currency, Bond, Stock) { var chart; $('.distribute').highcharts({ chart: { plotBackgroundColor: null, plotBorderWidth: null, plotShadow: false }, title: { text: '投资分配比例', align: 'left' }, tooltip: { pointFormat: '{series.name}: {point.percentage:.1f}%' }, colors: ['#63b2f4', '#2a91e6', '#086cc1'], //'#46adb7', '#f2a83e', '#e16556' plotOptions: { pie: { allowPointSelect: true, cursor: 'pointer', dataLabels: { enabled: false }, showInLegend: true } }, series: [{ type: 'pie', name: '投资分配比例', data: [ ['货币', Currency], { name: '债券', y: Bond, sliced: false, selected: false }, ['股票', Stock], ] }] }); } //资产负债表------------------------预览加载 function LoadLiabilityByProposalId(ProposalId) { $.ajax({ url: "/Teacher/Assessment/LoadLiabilityByProposalId", type: "POST", async: false, dataType: "json", data: { ProposalId: ProposalId }, success: function (data) { if (data != null) { NumCalc++; $("#Cash").text(data.Cash); $("#RMBDeposit").text(data.RMBDeposit); $("#OtherAsset").text(data.OtherAsset); $("#RMBFixedDeposit").text(data.RMBFixedDeposit);//----人民币固定存款 $("#ForeignCurrencyFixedDeposit").text(data.ForeignCurrencyFixedDeposit); $("#StockInvestment").text(data.StockInvestment); $("#BondInvestment").text(data.BondInvestment); $("#FundInvestment").text(data.FundInvestment); $("#IndustryInvestment").text(data.IndustryInvestment); $("#EstateInvestment").text(data.EstateInvestment); $("#PolicyInvestment").text(data.PolicyInvestment); $("#OtherInvestment").text(data.OtherInvestment); $("#Estate").text(data.Estate);//---------房产 $("#Car").text(data.Car); $("#Others").text(data.Others); $("#TotalAssets").text(data.TotalAssets); $("#CreditCard").text(data.CreditCard);//-------信用卡借款 $("#Microfinance").text(data.Microfinance); $("#OtherLoan").text(data.OtherLoan); $("#FinancialLoan").text(data.FinancialLoan);//-----金融实用借款 $("#IndustryInvestmentLoan").text(data.IndustryInvestmentLoan); $("#EstateInvestmentLoan").text(data.EstateInvestmentLoan); $("#OtherInvestmentLoan").text(data.OtherInvestmentLoan); $("#EstateLoan").text(data.EstateLoan);//------自用房地产 $("#CarLoan").text(data.CarLoan); $("#OthersLoan").text(data.OthersLoan); $("#TotalLoan").text(data.TotalLoan); //然后给所有的小计赋值 var flowAssets = calcFlowAssets(data.Cash, data.RMBDeposit, data.OtherAsset);//流动资产小计 $("#assetSum01").text(flowAssets.toMyFixed(2));//流动资产小计 var invesymentAsset = calcInvestmentAssets(data.RMBFixedDeposit, data.ForeignCurrencyFixedDeposit, data.StockInvestment, data.BondInvestment, data.FundInvestment, data.IndustryInvestment, data.EstateInvestment, data.PolicyInvestment, data.OtherInvestment);//投资资产小计 $("#assetSum02").text(invesymentAsset.toMyFixed(2));//投资资产小计 var selfAsset = calcSelfAsset(data.Estate, data.Car, data.Others); $("#assetSum03").text(selfAsset.toMyFixed(2));//自用资产小计 var consumeLiability = calcConsumeAssets(data.CreditCard, data.Microfinance, data.OtherLoan);//消费负债 $("#loanSum01").text(consumeLiability.toMyFixed(2));//消费负债 var inverstmentLiability = calcInvestmentLiability(data.FinancialLoan, data.IndustryInvestmentLoan, data.EstateInvestmentLoan, data.OtherInvestmentLoan); $("#loanSum02").text(inverstmentLiability.toMyFixed(2));//投资负债 var selfLiability = calcSelfLiability(data.EstateLoan, data.CarLoan, data.OthersLoan); $("#loanSum03").text(selfLiability.toMyFixed(2));//自用负债 //消费净资产 var consumeVal = flowAssets * 1 - consumeLiability * 1; $("#consumeVal").text(consumeVal.toMyFixed(2)); //投资净自残 var investmentVal = invesymentAsset * 1 - inverstmentLiability * 1; $("#investmentVal").text(investmentVal.toMyFixed(2)); //自用净值 var selfVal = selfAsset * 1 - selfLiability * 1; $("#selfVal").text(selfVal.toMyFixed(2)); //净值合计 var TotalVal = consumeVal * 1 + investmentVal * 1 + selfVal * 1; $("#TotalVal").text(TotalVal.toMyFixed(2)) //资产合计 SaveDefaultValueCommon("FinanceLiabilityDiv"); } else { $("#FinanceLiabilityDiv").hide(); } } }); }; //收支储蓄表------------------------预览加载 function GetIncomeAndExpenses(ProposalId) { $.ajax({ url: "/Teacher/Assessment/LoadIncomeAndExpensesByProposalId", type: "POST", async: false, dataType: "json", data: { ProposalId: ProposalId }, success: function (data) { if (data != null) { NumCalc++; var EndowmentInsurance = data.EndowmentInsurance; var HousingFund = data.HousingFund; $("#FinanceIncomeAndExpensesDiv #IncomeAndExpensesId").text(data.Id);;//---工作收入小计; $("#FinanceIncomeAndExpensesDiv #ProposalId").text(data.ProposalId);;//---工作收入小计; $("#FinanceIncomeAndExpensesDiv #JobIncome").text(data.JobIncome); $("#FinanceIncomeAndExpensesDiv #EndowmentInsurance").text(EndowmentInsurance);//养老 $("#FinanceIncomeAndExpensesDiv #MedicalInsurance").text(data.MedicalInsurance); $("#FinanceIncomeAndExpensesDiv #HousingFund").text(HousingFund);//住房 $("#FinanceIncomeAndExpensesDiv #OtherJobIncome").text(data.OtherJobIncome); $("#FinanceIncomeAndExpensesDiv #FamilyExpense").text(data.FamilyExpense);;//---2. 生活支出 $("#FinanceIncomeAndExpensesDiv #ChildExpense").text(data.ChildExpense); $("#FinanceIncomeAndExpensesDiv #OtherExpense").text(data.OtherExpense); $("#FinanceIncomeAndExpensesDiv #Interest").text(data.Interest);//--3理财收入 $("#FinanceIncomeAndExpensesDiv #CapitalGains").text(data.CapitalGains); $("#FinanceIncomeAndExpensesDiv #OtherIncome").text(data.OtherIncome); $("#FinanceIncomeAndExpensesDiv #InterestExpense").text(data.InterestExpense);//理财支出 $("#FinanceIncomeAndExpensesDiv #InsuranceExpense").text(data.InsuranceExpense); $("#FinanceIncomeAndExpensesDiv #OtherFinanceExpense").text(data.OtherFinanceExpense); //减:养老保险储蓄 住房公积金储蓄 $("#FinanceIncomeAndExpensesDiv #EndowmentInsuranceSub").text(data.EndowmentInsurance.toMyFixed(2));//养老 $("#FinanceIncomeAndExpensesDiv #HousingFundSub").text(data.HousingFund.toMyFixed(2));//住房 //然后给所有的小计赋值 var WorkIncome = calcWorkIncome(data.JobIncome, data.EndowmentInsurance, data.MedicalInsurance, data.HousingFund, data.OtherJobIncome);//---工作收入小计; $("#FinanceIncomeAndExpensesDiv #workIncome01").text(WorkIncome.toMyFixed(2));//工作收入小计; var LiveExpense = calcLiveExpense(data.FamilyExpense, data.ChildExpense, data.OtherExpense);//-2. 生活支出 $("#FinanceIncomeAndExpensesDiv #liveExpense01").text(LiveExpense.toMyFixed(2));// 生活支出 var InvestmentIncome = calcInvestmentIncome(data.Interest, data.CapitalGains, data.OtherIncome);//--3理财收入 $("#FinanceIncomeAndExpensesDiv #investmentIncome01").text(InvestmentIncome.toMyFixed(2));///--3理财收入 var InvestmentExpense = calcInvestmentExpense(data.InterestExpense, data.InsuranceExpense, data.OtherFinanceExpense);//理财支出 $("#FinanceIncomeAndExpensesDiv #investmentExpense01").text(InvestmentExpense.toMyFixed(2));//理财支出 //3. 工作储蓄 var WolkDeposit01 = WorkIncome * 1 - LiveExpense * 1; $("#FinanceIncomeAndExpensesDiv #wolkDeposit01").text(WolkDeposit01.toMyFixed(2)); //6. 理财储蓄 var InvestmentDeposit01 = InvestmentIncome * 1 - InvestmentExpense * 1; $("#FinanceIncomeAndExpensesDiv #InvestmentDeposit01").text(InvestmentDeposit01.toMyFixed(2)); //7. 储蓄合计=工作储蓄+理财储蓄 var TotalDeposit = WolkDeposit01 * 1 + InvestmentDeposit01 * 1; $("#FinanceIncomeAndExpensesDiv #TotalDeposit").text(TotalDeposit.toMyFixed(2)); //9. 自由储蓄=储蓄合计-∑(养老保险储蓄、住房公积金储蓄) var FreeMoney = TotalDeposit * 1 - (EndowmentInsurance * 1 + HousingFund * 1); $("#FinanceIncomeAndExpensesDiv #FreeMoney").text(FreeMoney.toMyFixed(2)) //获取原值 SaveDefaultValueCommon("FinanceIncomeAndExpensesDiv"); } else { $("#FinanceIncomeAndExpensesDiv").hide(); } } }); } //获取得到现金流量数据--------------预览加载 function GetCashFlowList(ProposalId) { $.ajax({ url: "/Teacher/Assessment/GetCashFlowList", type: "POST", async: false, dataType: "json", data: { ProposalId: ProposalId }, success: function (datas) { var Redemption = 0; var Investment = 0; var BorrowCapital = 0; var RepaymentCapital = 0; var li = datas.list; //收支储蓄 var li2 = datas.list2;//现金流量 // if (li.JudgeVal==true){} if (li2 == null) { $("#CashFlow").hide(); } if (li2 != null) { var list2 = li2; $("#Redemption").text(list2.Redemption.toMyFixed(2)); $("#Investment").text(list2.Investment.toMyFixed(2)); $("#BorrowCapital").text(list2.BorrowCapital.toMyFixed(2)); $("#RepaymentCapital").text(list2.RepaymentCapital.toMyFixed(2)); if (li2.JudgeVal == false) { $("#WorkIncome").text(li2.WorkIncome.toMyFixed(2)); //工作收入 $("#LiveExpense").text(li2.LiveExpense.toMyFixed(2)); //生活支出 $("#InvestIncome").text(li2.InvestIncome.toMyFixed(2)); //投资收益 $("#InsuranceExpenseFlow").text(li2.InsuranceExpense.toMyFixed(2)); //保费支出 $("#InterestExpenseFlow").text(li2.InterestExpense.toMyFixed(2)); //利息支出 } var InsuranceExpenses = 0; var investMoneys = 0; if (li != null) { InsuranceExpenses = li.InsuranceExpense; //投资收益(利息收入,资本利得,其他理财收入) var Interest = li.Interest; var CapitalGains = li.CapitalGains; var OtherIncome = li.OtherIncome; investMoneys = Interest + CapitalGains + OtherIncome; } $("#investMoney").text(investMoneys.toMyFixed(2)); $("#InsuranceExpenses2").text(InsuranceExpenses.toMyFixed(2)); //生活现金流量 var WorkIncome = $.trim($("#WorkIncome").text()) * 1; var LiveExpense = $.trim($("#LiveExpense").text()) * 1; var Num = WorkIncome - LiveExpense; $("#lifeMoney").text((Num).toMyFixed(2)); //投资现金流量 var InvestIncome = $.trim($("#InvestIncome").text()) * 1; Redemption = $.trim($("#Redemption").text()) * 1; Investment = $.trim($("#Investment").text()) * 1; var Num2 = InvestIncome + Redemption - Investment; $("#investMoney").text((Num2).toMyFixed(2)); //借贷现金流量 BorrowCapital = $.trim($("#BorrowCapital").text()) * 1; var InterestExpense = $.trim($("#InterestExpenseFlow").text()) * 1; RepaymentCapital = $.trim($("#RepaymentCapital").text()) * 1; var Num3 = BorrowCapital - InterestExpense - RepaymentCapital; $("#borrowMoney").text((Num3).toMyFixed(2)); //保障现金流量失去焦点时计算 var InsuranceExpenseFlow = li2.InsuranceExpense * 1; $("#InsuranceExpense2").text(-InsuranceExpenseFlow.toMyFixed(2)) //加载本期现金及现金等价物净增加额 loadings(); } var InsuranceExpenseFlow = 0; var investMoney = 0; if (li != null) { data = li; //工作收入(薪资收入,养老保险储蓄,医疗保险储蓄,住房公积金储蓄,其他工作收入) var JobIncome = data.JobIncome; var endowmentInsurance = data.EndowmentInsurance; var MedicalInsurance = data.MedicalInsurance; var HousingFund = data.HousingFund; var OtherJobIncome = data.OtherJobIncome; var WorkIncome = JobIncome + endowmentInsurance + MedicalInsurance + HousingFund + OtherJobIncome; //生活支出(家计支出,子女教育支出,其他支出) var FamilyExpense = data.FamilyExpense; var ChildExpense = data.ChildExpense; var OtherExpense = data.OtherExpense; var LiveExpense = FamilyExpense + ChildExpense + OtherExpense; //投资收益(利息收入,资本利得,其他理财收入) var Interest = data.Interest; var CapitalGains = data.CapitalGains; var OtherIncome = data.OtherIncome; var InvestIncome = Interest + CapitalGains + OtherIncome; //利息支出(利息支出) var InterestExpense = data.InterestExpense; //保费支出(保障型保费支出)//保障现金流量净额 InsuranceExpenseFlow = data.InsuranceExpense; //生活现金流量净额:工作收入-生活支出 var lifeMoney = WorkIncome - LiveExpense; //投资现金流量净额:投资收益+投资赎回-新增投资 investMoney = InvestIncome + Redemption - Investment; //借贷现金流量净额: 借入本金-利息支出-还款本金 var borrowMoney = BorrowCapital - InterestExpense - RepaymentCapital; //本期现金及现金等价物净增加额: ∑(生活现金流量净额,投资现金流量净额,借贷现金流量净额,保障现金流量净额) var Money = lifeMoney + investMoney + borrowMoney - InsuranceExpenseFlow; //if ( li2.JudgeVal == true) { $("#WorkIncome").text(WorkIncome.toMyFixed(2)); $("#LiveExpense").text(LiveExpense.toMyFixed(2)); $("#InvestIncome").text(InvestIncome.toMyFixed(2)); $("#InsuranceExpenseFlow").text((InsuranceExpenseFlow.toMyFixed(2))); // $("#InterestExpense").text(InterestExpense.toMyFixed(2)); $("#InterestExpenseFlow").text(InterestExpense.toMyFixed(2)); $("#InsuranceExpenses2").text((InsuranceExpenseFlow.toMyFixed(2))); $("#lifeMoney").text(lifeMoney.toMyFixed(2)); $("#borrowMoney").text(borrowMoney.toMyFixed(2)); $("#Money").text(Money.toMyFixed(2)); $("#investMoney").text(investMoney.toMyFixed(2)); } } }); } //获取得到现金比率分析---------------预览加载 function GetFinancialRatiosList(ProposalId) { $.ajax({ url: "/Teacher/Assessment/GetFRList", type: "POST", async: false, dataType: "json", data: { ProposalId: ProposalId }, success: function (data) { if (data.list3 != null) { var li = data.list; if (li != null) { NumCalc++; var list = li; //负债比率(负债合计/资产合计) var bearScale = list.TotalLoan / list.TotalAssets; //融资比率(投资负债小计/投资资产小计) var a = list.RMBFixedDeposit; var b = list.ForeignCurrencyFixedDeposit; var c = list.StockInvestment; var d = list.BondInvestment; var e = list.FundInvestment; var f = list.IndustryInvestment; var g = list.EstateInvestment; var h = list.PolicyInvestment; var i = list.OtherInvestment; var jinancingScale = (list.FinancialLoan + list.IndustryInvestmentLoan + list.EstateInvestmentLoan + list.OtherInvestmentLoan) / (a + b + c + d + e + f + g + h + i) //投资性资产权数(投资资产小计/资产合计) var invest = (a + b + c + d + e + f + g + h + i) / list.TotalAssets; //流动性资产权数(流动资产小计/资产合计) //流动性资产权数(流动资产小计/资产合计) var flowMoney = (list.Cash + list.RMBDeposit + list.OtherAsset) / list.TotalAssets; if ((a + b + c + d + e + f + g + h + i) == 0) { $("#jinancingScale").text("无法统计该指标"); } else { $("#jinancingScale").text(jinancingScale.toMyFixed(2) * 1000 / 10); } if (list.TotalAssets == 0) { $("#invest").text("无法统计该指标"); $("#flowMoney").text("无法统计该指标"); $("#bearScale").text("无法统计该指标"); } else { $("#invest").text(invest.toMyFixed(2) * 1000 / 10); $("#flowMoney").text(flowMoney.toMyFixed(2) * 1000 / 10); $("#bearScale").text(bearScale.toMyFixed(2) * 1000 / 10); } } var li2 = data.list2; if (li2 != null) { var list2 = li2; //支出比率(生活支出小计+理财支出小计)/(工作收入小计+理财收入小计) var licai = list2.InterestExpense + list2.InsuranceExpense + list2.OtherFinanceExpense; var liftpay = (list2.FamilyExpense + list2.ChildExpense + list2.OtherExpense + licai); var work = (list2.JobIncome + list2.EndowmentInsurance + list2.MedicalInsurance + list2.HousingFund + list2.Interest + list2.CapitalGains + list2.OtherIncome); // var payScale = liftpay / work; var payScale = ((list2.LiveExpense01 + list2.InvestmentExpense01) / (list2.WorkIncome01 + list2.InvestmentIncome01)).toMyFixed(2); //财务负担率:理财支出小计/(工作收入小计+理财收入小计) // var finance = licai / work; var finance = (list2.InvestmentExpense01 / (list2.WorkIncome01 + list2.InvestmentIncome01)).toMyFixed(2); //自由储蓄率:自由储蓄/(工作收入小计+理财收入小计) // 工作储蓄=工作收入-生活支出 var workExist = (list2.JobIncome + list2.EndowmentInsurance + list2.MedicalInsurance + list2.HousingFund + list2.Interest) - (list2.FamilyExpense + list2.ChildExpense + list2.OtherExpense) //// 理财储蓄=理财收入-理财支出 var licaiExist = (list2.Interest + list2.CapitalGains + list2.OtherIncome) - (licai) ////自由储蓄 var freedom = (workExist + licaiExist) - (list2.EndowmentInsurance + list2.HousingFund); //自由储蓄率 :自由储蓄/(工作收入小计+理财收入小计) // var FreedomScale = freedom / (work); var FreedomScale = (list2.FreeMoney / (list2.WorkIncome01 + list2.InvestmentIncome01)).toMyFixed(2); // var FreedomScale = Division(list2.FreeMoney/) if (work == 0) { $("#payScale").text("无法统计该指标"); $("#finance").text("无法统计该指标"); $("#FreedomScale").text("无法统计该指标"); } else { $("#payScale").text(payScale * 1000 / 10); $("#finance").text((finance) * 1000 / 10); $("#FreedomScale").text((FreedomScale) * 1000 / 10); } } if (li != null && li2 != null) { //净资产增长率(致富公式):(工作储蓄+理财储蓄)/(资产合计-负债合计) var a = (workExist + licaiExist); var b = (list.TotalAssets - list.TotalLoan); if (b == 0) { $("#addScale").text(0); } else { var addScale = a / b; $("#addScale").text(addScale.toMyFixed(2) * 1000 / 10); } } var li3 = data.list3; if (li3 != null) { var n = li3; var LiabilityAnalysis = n.LiabilityAnalysis == null ? "" : n.LiabilityAnalysis var IncomeAndExpensesAnalysis = n.IncomeAndExpensesAnalysis == null ? "" : n.IncomeAndExpensesAnalysis //资产负债结构分析 $("#LiabilityAnalysis").text(LiabilityAnalysis); //收支储蓄结构分析 $("#IncomeAndExpensesAnalysis").text(IncomeAndExpensesAnalysis); //客户财务情况分析 $("#AnalysisRate").text(n.Analysis); } } else { $("#FinancialRatios").hide(); } } }); } //获取现金规划页面------------------预览加载 function GetCashPlanByProposalId(proposalId) { $.ajax({ url: "/Teacher/Assessment/GetCashPlanByProposalId", type: "POST", async: false, dataType: "json", data: { proposalId: proposalId }, success: function (data) { if (data.Analysis != null) { NumCalc++; var Id = data.Id; var FamilyMonthExpense = data.FamilyMonthExpense; var RetainCashType = data.RetainCashType; var Deposit = data.Deposit; var Fund = data.Fund; var CreditCard = data.CreditCard; var Analysis = data.Analysis; var ProposalId = data.ProposalId; // $("#ProposalId").text(ProposalId);//赋值建议书ID $("#CashPlanId").text(Id); $("#FamilyMonthExpense").attr("Family", FamilyMonthExpense).text(FamilyMonthExpense); //$("#RetainCashType").find("option[value='" + RetainCashType + "']").attr("selected", true); var CashRate = EnumConvert.CashConvert(RetainCashType); $("#RetainCashType").text(CashRate); var retainCashVal = clacCashPanVal.calcRetainCashType(RetainCashType); $("#RetainCashMultiple").text(retainCashVal); $("#Deposit").text(Deposit); $("#Fund").text(Fund); $("#CreditCardPlan").text(CreditCard); $("#Analysis").text(Analysis); } else { $("#FinanceCashPlanDiv").hide(); } } }); } //获取教育规划-----------------------预览加载 function GetLifeEducationPlan(proposalId) { $.ajax({ url: "/Teacher/Assessment/GetLifeEducationPlanList", type: "POST", async: false, dataType: "json", data: { ProposalId: proposalId }, success: function (datas) { if (datas != null) { //教育规划信息 //var data =new Object(datas) var li = datas.list; var LifeEducationPlanDetailList = null; if (li != null) { NumCalc++; var LifeEducationPlanDetailList = li.LifeEducationPlanDetailList; var n = li; $("#ChildAge").text(n.ChildAge);//子女年龄 $("#InlandEduFee").text(n.InlandEduFee);//国内学费增长率 $("#ForeignEduFee").text(n.ForeignEduFee);//国外学费增长率 $("#Insurance").text(n.Insurance.toMyFixed(2));//商业保险 $("#DepositEducation").text(n.Deposit.toMyFixed(2));//储蓄计划 $("#Other").text(n.Other.toMyFixed(2));//其他安排 $("#EduTotalAmount").text(n.EduTotalAmount.toMyFixed(2));//上学前需准备的现金总金额 $("#ReturnOnInvestment").text(n.ReturnOnInvestment.toMyFixed(2));//预计投资收益率 $("#DisposableInput").text(n.DisposableInput.toMyFixed(2));//一次性投入金额 $("#MonthlyInvestment").text(n.MonthlyInvestment.toMyFixed(2));//每月定期投资金额 $("#RegularYear").text(n.RegularYear);//定期定额投资年限 $("#TargetAmount").text(n.TargetAmount.toMyFixed(2));//此方案能实现的目标金额 $("#AnalysisLife").text(n.Analysis);//教育规划分析 //小计 var xiao = n.Insurance + n.Deposit + n.Other; $("#xiaoji").text(xiao.toMyFixed(2)); } else { $("#LifeEducationPlan").hide(); } //教育规划详细信息 if (LifeEducationPlanDetailList != null) { var num = 0; var obj = new Object(LifeEducationPlanDetailList); $.each(obj, function (i, n) { //先生成后赋值 num = i + 1; $("#EducationList").remove(); AddHTML(num); var educationLife = EnumConvert.LifeConvet(n.EduStage); $("#EducationList" + num).find("span[field='EduStage']").text(educationLife);//教育阶段 $("#EducationList" + num).find("span[field='EduAge']").text(n.EduAge);//求学年龄 $("#EducationList" + num).find("span[field='EduTime']").text(n.EduTime);//求学时间 $("#EducationList" + num).find("span[field='Tuition']").text(n.Tuition.toMyFixed(2));//目前学费 $("#EducationList" + num).find("span[field='EduTuition']").text(n.EduTuition.toMyFixed(2));//上学时学费 $("#EducationList" + num).find("span[field='TotalTuition']").text(n.TotalTuition.toMyFixed(2));//上学前需准备的总学费 $("#EducationList" + num).find("input[field='ID']").text(n.Id); }); } //每月可支配资金 //可用资产 } else { $("#LifeEducationPlan").hide(); } } }); } //获取消费规划相关信息--------------预览加载 function GetConsumptionPlan(proposalId) { $.ajax({ url: "/Teacher/Assessment/GetConsumptionPlanObj", type: "POST", async: false, dataType: "json", data: { ProposalId: proposalId }, success: function (datas) { if (datas != null) { //教育规划信息 var li = datas.list; if (li != null) { var n = li; //购房 if (n.ShopHouseYear != 0) { NumCalc++; $("#ShopHouseYear").text(n.ShopHouseYear);//年限 $("#HouseArea").text(n.HouseArea == null ? "" : n.HouseArea);//面积 $("#HousePrice").text(n.HousePrice == null ? "" : n.HousePrice);//单价 $("#HouseDownPaymentPercent").text(n.HouseDownPaymentPercent);//首付比例 $("#HouseLoanYear").text(n.HouseLoanYear);//贷款年限 $("#HouseLoanRate").text(n.HouseLoanRate);//贷款利率 $("#HouseDownPayment").text(n.HouseDownPayment);//首付款 $("#HouseTotalAmount").text(n.HouseTotalAmount);//购房总花费 $("#HouseMonthlyAmount").text(n.HouseMonthlyAmount);//购房月供 var HouseArea = $.trim($("#HouseArea").html()) * 1; var HousePrice = $.trim($("#HousePrice").html()) * 1; var Num2 = (HouseArea * HousePrice).toMyFixed(2); //总金额 $("#HouseAllMoney").text(n.HouseAllMoney == null ? (Num2) : n.HouseAllMoney); } else { $("#TitleShopHouse").hide(0); $("#ShopHouseDiv").hide(0); $("#Add").show(0); } //购车 if (n.ShopCarYear != 0) { $("#ShopCarYear").text(n.ShopCarYear);//年限 // $("#CarType").text(n.CarType);//车款型号 if (n.CarType != null) { $("#CarType").text(n.CarType);//车款型号 } else { $("#CarType").text("");//车款型号 } $("#CarPrice").text(n.CarPrice);//裸车价格 $("#CarDownPaymentPercent").text(n.CarDownPaymentPercent);//首付比例 $("#CarLoanYear").text(n.CarLoanYear);//贷款期限 $("#CarDownPaymentPercent").attr("disabled", false); $("#CarLoanRate").text(n.CarLoanRate);//贷款利率 $("#PurchaseTax").text(n.PurchaseTax);//购置税 $("#CarRegFee").text(n.CarRegFee);//上牌费用 // $("#Displacement").text(n.Displacement);//汽车排量 $("#VehicleAndVesselTax").text(n.VehicleAndVesselTax);//车船使用税 $("#Selcts").text(n.VehicleAndVesselTax); $("#MotorVehicleCompulsory").text(n.MotorVehicleCompulsory);//交强险 $("#Selects2").text(n.MotorVehicleCompulsory); $("#MotorVehicleCommercial").text(n.MotorVehicleCommercial);//商业保险 $("#CarDownPayment").text(n.CarDownPayment);//首付款 $("#CarTotalAmount").text(n.CarTotalAmount);//购车总花费 $("#CarMonthlyAmount").text(n.CarMonthlyAmount);//购车月供 } else { $("#TitleShopCar").hide(); $("#ShopCarDiv").hide(); $("#Add").show(); } $("#AnalysisConsumption").text(n.Analysis);//消费规划分析 $("#FirstAmount").text(n.FirstAmount);//首付款准备的现金总金额 $("#ReturnOnInvestmentConsumption").text(n.ReturnOnInvestment);//预计投资收益率 $("#DisposableInputConsumption").text(n.DisposableInput);//一次性投入金额 $("#MonthlyInvestmentConsumption").text(n.MonthlyInvestment);//每月定期投资金额 $("#RegularYearConsumption").text(n.RegularYear);//定期定额投资年限 $("#TargetAmountConsumption").text(n.TargetAmount);//此方案能实现的目标金额 //隐藏域Id $("#Id").text(n.Id); } else { $("#ConsumptionPlan").hide(); } } } }); } //获取创业规划相关信息---------------预览加载 function GetStartAnUndertakingPlanList(proposalId) { $.ajax({ url: "/Teacher/Assessment/GetSUPList", type: "POST", async: false, dataType: "json", data: { ProposalId: proposalId }, success: function (data) { if (data != null) { //创业规划信息 var li = data.list; if (li != null) { NumCalc++; $("#AgeUndertaking").text(li.Age);//当前年龄 $("#StartPlanAge").text(li.StartPlanAge);//计划创业年龄 $("#CostInput").text(li.CostInput.toMyFixed(2));//创业时一次性投入 $("#DistanceYear").text(li.DistanceYear);//离创业年限 $("#ReturnOnInvestmentRateUndertaking").text(li.ReturnOnInvestmentRate);//预计投资收益率 $("#DisposableInputUndertaking").text(li.DisposableInput.toMyFixed(2));//一次性投入金额 $("#MonthlyInvestmentUndertaking").text(li.MonthlyInvestment.toMyFixed(2));//每月定期投资金额 $("#RegularYearUndertaking").text(li.RegularYear);//定期定额投资年限 $("#TargetAmountUndertaking").text(li.TargetAmount.toMyFixed(2));//此方案能实现的目标金额 $("#AnalysisUndertaking").text(li.Analysis);//创业规划分析 $("#Id").text(li.Id) } else { $("#StartAnUndertakingPlan").hide(); } //客户信息 var li2 = data.list2; if (li2 != null) { var n = li2; $("#Age").text(n.Age);//当前年龄 } } } }); } //获取退休规划---------------------预览加载 function LoadRetirementPlan(proposalId) { $.ajax({ url: "/Teacher/Assessment/GetRetirementPlanByProposalId", type: "POST", async: false, dataType: "json", data: { ProposalId: proposalId }, success: function (data) { if (data != null) { if (data.Analysis != null) { NumCalc++; var Id = data.Id; var Age = data.Age; var BeforeInflationRate = data.BeforeInflationRate; var AfterInflationRate = data.AfterInflationRate; var RetirementRate = data.RetirementRate; var SociaSecurityRate = data.SociaSecurityRate; var RentRate = data.RentRate; var OtherRate = data.OtherRate; var SocialInsurance = data.SocialInsurance; var RetirementAge = data.RetirementAge; var RetirementYears = data.RetirementYears; var LivingStandardNow = data.LivingStandardNow; var Satisfaction = data.Satisfaction ; var SatisfactionLivingStandard = data.SatisfactionLivingStandard; var ConvertProportion = data.ConvertProportion ; var lineageFee = data.lineageFee; var CommercialInsurance = data.CommercialInsurance; var RentIncome = data.RentIncome; var RetirementLivingStandard = data.RetirementLivingStandard; var AfterLivingStandard = data.AfterLivingStandard; var OtherIncome = data.OtherIncome; var TotalIncome = data.TotalIncome; var TotalAmount = data.TotalAmount; var ReturnOnInvestmentRate = data.ReturnOnInvestmentRate; var MonthlyInvestment = data.MonthlyInvestment; var DisposableInput = data.DisposableInput; var RegularYear = data.RegularYear; var TargetAmount = data.TargetAmount; var Analysis = data.Analysis; //每月可支配资金 var MonthMoney = data.MonthMoney; //可用资产 var UserableAsset = data.UserableAsset; $("#LiveRetirementPlanDiv #AgeRetirement").text(Age); $("#LiveRetirementPlanDiv #BeforeInflationRate").text(BeforeInflationRate); $("#LiveRetirementPlanDiv #AfterInflationRate").text(AfterInflationRate); $("#LiveRetirementPlanDiv #RetirementRate").text(RetirementRate); if (SociaSecurityRate == null) { $("#LiveRetirementPlanDiv #SociaSecurityRate").text(""); } else { $("#LiveRetirementPlanDiv #SociaSecurityRate").text(SociaSecurityRate); } if (RentRate == null) { $("#LiveRetirementPlanDiv #RentRate").text(""); } else { $("#LiveRetirementPlanDiv #RentRate").text(RentRate); } if (OtherRate == null) { $("#LiveRetirementPlanDiv #OtherRate").text(""); } else { $("#LiveRetirementPlanDiv #OtherRate").text(OtherRate); } $("#LiveRetirementPlanDiv #RetirementAge").text(RetirementAge); $("#LiveRetirementPlanDiv #RetirementYears").text(RetirementYears); $("#LiveRetirementPlanDiv #LivingStandardNow").text(LivingStandardNow); $("#LiveRetirementPlanDiv #Satisfaction").text(Satisfaction); $("#LiveRetirementPlanDiv #SatisfactionLivingStandard").text(SatisfactionLivingStandard); $("#LiveRetirementPlanDiv #ConvertProportion").text(ConvertProportion); $("#LiveRetirementPlanDiv #lineageFee").text(lineageFee); $("#LiveRetirementPlanDiv #SocialInsurance").text(SocialInsurance); $("#LiveRetirementPlanDiv #CommercialInsurance").text(CommercialInsurance); $("#LiveRetirementPlanDiv #RentIncome").text(RentIncome); $("#LiveRetirementPlanDiv #RetirementLivingStandard").text(RetirementLivingStandard); $("#LiveRetirementPlanDiv #AfterLivingStandard").text(AfterLivingStandard); $("#LiveRetirementPlanDiv #OtherIncome").text(OtherIncome); $("#LiveRetirementPlanDiv #TotalIncome").text(TotalIncome); $("#LiveRetirementPlanDiv #TotalAmountRetirement").text(TotalAmount); $("#LiveRetirementPlanDiv #ReturnOnInvestmentRateRetirement").text(ReturnOnInvestmentRate); $("#LiveRetirementPlanDiv #DisposableInputRetirement").text(DisposableInput); $("#LiveRetirementPlanDiv #MonthlyInvestmentRetirement").text(MonthlyInvestment); $("#LiveRetirementPlanDiv #RegularYearRetirement").text(RegularYear); $("#LiveRetirementPlanDiv #TargetAmountRetirement").text(TargetAmount); $("#LiveRetirementPlanDiv #AnalysisRetirement").text(Analysis); $("#LiveRetirementPlanDiv #monthMoneyRetirement").text(MonthMoney.toMyFixed(2)); $("#LiveRetirementPlanDiv #UserableAssetRetirement").text(UserableAsset.toMyFixed(2)) } else { $("#LiveRetirementPlanDiv").hide(); }; } } }); }; //获取保险规划--------------------预览加载 function LoadInsurancePlan(proposalId) { $.ajax({ url: "/Teacher/Assessment/LoadInsurancePlanByProposalId", type: "POST", async: false, dataType: "json", data: { ProposalId: proposalId, rId: Math.random }, success: function (data) { if (data != null) { if (data.Analysis != null) { NumCalc++; var Id = data.Id; var ProposalId = data.ProposalId var MethodTypeId = data.MethodTypeId; if (MethodTypeId == 1) { $("#FinanceInsurancePlanDiv #InsuranceOne").css("display", "block"); $("#FinanceInsurancePlanDiv #InsuranceTwo").css("display", "none"); } else { $("#FinanceInsurancePlanDiv #InsuranceOne").hide()//.css("display","none"); $("#FinanceInsurancePlanDiv #InsuranceTwo").show()//.css("display","block"); } var InsureName = data.InsureName;//被保险人名 var SpouseName = data.SpouseName;//客户名 var Age = data.Age; var MonthMoney = data.MonthMoney;//每月可支配金额 var UserableAsset = data.UserableAsset//可用资产 var Age1 = data.Age1; var Age2 = data.Age2 var RetirementAge1 = data.RetirementAge1 var RetirementAge2 = data.RetirementAge2 var ReturnOnInvestment1 = data.ReturnOnInvestment1 var ReturnOnInvestment2 = data.ReturnOnInvestment2 var InflationRate1 = data.InflationRate1 var InflationRate2 = data.InflationRate2 var RevenueGrowth1 = data.RevenueGrowth1 var RevenueGrowth2 = data.RevenueGrowth2 var FamilyExpensesPay1 = data.FamilyExpensesPay1 var FamilyExpensesPay2 = data.FamilyExpensesPay2 var FamilyIncomePay1 = data.FamilyIncomePay1 var FamilyIncomePay2 = data.FamilyIncomePay2 var SpouseAge1 = data.SpouseAge1 var SpouseAge2 = data.SpouseAge2 var FamilyFutureSaving1 = data.FamilyFutureSaving1 var FamilyFutureSaving2 = data.FamilyFutureSaving2 var MatrimonialFee1 = data.MatrimonialFee1 var MatrimonialFee2 = data.MatrimonialFee2 var AfterAccidentRate1 = data.AfterAccidentRate1 var AfterAccidentRate2 = data.AfterAccidentRate2 var AdjustMatrimonialFee1 = data.AdjustMatrimonialFee1 var AdjustMatrimonialFee2 = data.AdjustMatrimonialFee2 var MatrimonialFeeNow1 = data.MatrimonialFeeNow1 var MatrimonialFeeNow2 = data.MatrimonialFeeNow2 var Income1 = data.Income1 var Income2 = data.Income2 var SpouseMonthIncome1 = data.SpouseMonthIncome1 var SpouseMonthIncome2 = data.SpouseMonthIncome2 var FamilyLiveOverdraft1 = data.FamilyLiveOverdraft1 var FamilyLiveOverdraft2 = data.FamilyLiveOverdraft2 var ReserveFund1 = data.ReserveFund1; var ReserveFund2 = data.ReserveFund2; var EduAmount1 = data.EduAmount1; var EduAmount2 = data.EduAmount2; var PensionFunds1 = data.PensionFunds1; var PensionFunds2 = data.PensionFunds2; var DeathExpense1 = data.DeathExpense1 var DeathExpense2 = data.DeathExpense2 var LoanBalance1 = data.LoanBalance1 var LoanBalance2 = data.LoanBalance2 var EarningAssets1 = data.EarningAssets1 var EarningAssets2 = data.EarningAssets2 var RelativeFinancial1 = data.RelativeFinancial1 var RelativeFinancial2 = data.RelativeFinancial2 var InsureName1 = data.InsureName1 var InsureName2 = data.InsureName2 var InsureNeedCash1 = data.InsureNeedCash1 var InsureNeedCash2 = data.InsureNeedCash2 var InsuranceAmount1 = data.InsuranceAmount1 var InsuranceAmount2 = data.InsuranceAmount2 var GapCash1 = data.GapCash1 var GapCash2 = data.GapCash2 var BudgetAmount1 = data.BudgetAmount1 var BudgetAmount2 = data.BudgetAmount2 var SupplementaryQuota1 = data.SupplementaryQuota1 var SupplementaryQuota2 = data.SupplementaryQuota2 var BalanceCash1 = data.BalanceCash1 var BalanceCash2 = data.BalanceCash2 var Analysis = data.Analysis; var Expenditure = data.Expenditure; var FutureExpend = data.FutureExpend;//未来给人支出 var PredictRetirementAgeLIfe = data.PredictRetirementAgeLIfe; var FutureIncomeLife = data.FutureIncomeLife;//未来个人收入 var FutureAnnuityIncome = data.FutureAnnuityIncome;//个人未来净收入的年金现值/元 //加入枚举 var methodVal = EnumConvert.InsuraneConvet(MethodTypeId) $("#FinanceInsurancePlanDiv #MethodTypeId").text(methodVal); $("#FinanceInsurancePlanDiv #TabZH").text(MethodTypeId) //判断保险规划的需求算法1-遗属需求法 ,2-生命需求法 $("#FinanceInsurancePlanDiv #monthMoneyInsurance").text(MonthMoney.toMyFixed(2));//每月可用资金 $("#FinanceInsurancePlanDiv #UserableAssetInsurance").text(UserableAsset.toMyFixed(2));//可用资产 $("#FinanceInsurancePlanDiv #AnalysisInsuranceTwo").text(Analysis);//--客户财务情况分析 if (MethodTypeId == 1) { $("#FinanceInsurancePlanDiv #InsureName").text(InsureName); $("#FinanceInsurancePlanDiv #InsureName1Life").text(InsureName); $("#FinanceInsurancePlanDiv #SpouseName").text(SpouseName); //这地方特殊两边通用 $("#FinanceInsurancePlanDiv #Age1").text(Age); $("#FinanceInsurancePlanDiv #SpouseAge1").text(Age2); //女的写男的 $("#FinanceInsurancePlanDiv #SpouseAge2").text(Age); //---------配偶当前年龄-男的写女的 $("#FinanceInsurancePlanDiv #Age1Life").text(Age);//被保险人年龄/岁 $("#FinanceInsurancePlanDiv #Age2").text(Age2) $("#FinanceInsurancePlanDiv #RetirementAge1").text(RetirementAge1); $("#FinanceInsurancePlanDiv #RetirementAge2").text(RetirementAge2); $("#FinanceInsurancePlanDiv #ReturnOnInvestment1").text(ReturnOnInvestment1); $("#FinanceInsurancePlanDiv #ReturnOnInvestment2").text(ReturnOnInvestment2);//----人民币固定存款 $("#FinanceInsurancePlanDiv #InflationRate1").text(InflationRate1); $("#FinanceInsurancePlanDiv #InflationRate2").text(InflationRate2); $("#FinanceInsurancePlanDiv #RevenueGrowth1").text(RevenueGrowth1); $("#FinanceInsurancePlanDiv #RevenueGrowth2").text(RevenueGrowth2); $("#FinanceInsurancePlanDiv #FamilyExpensesPay1").text(FamilyExpensesPay1.toMyFixed(2));//家庭生活费用实质报酬率 $("#FinanceInsurancePlanDiv #FamilyExpensesPay2").text(FamilyExpensesPay2.toMyFixed(2)); $("#FinanceInsurancePlanDiv #FamilyIncomePay1").text(FamilyIncomePay1.toMyFixed(2)); $("#FinanceInsurancePlanDiv #FamilyIncomePay2").text(FamilyIncomePay2.toMyFixed(2)); // $("#FinanceInsurancePlanDiv #FamilyFutureSaving1").text(FamilyFutureSaving1);//家庭未来生活费准备年数/年 $("#FinanceInsurancePlanDiv #FamilyFutureSaving2").text(FamilyFutureSaving2); $("#FinanceInsurancePlanDiv #MatrimonialFee1").text(MatrimonialFee1.toMyFixed(2));//-------当前的家庭生活费用/元 $("#FinanceInsurancePlanDiv #MatrimonialFee2").text(MatrimonialFee2.toMyFixed(2)); $("#FinanceInsurancePlanDiv #AfterAccidentRate1").text(AfterAccidentRate1);//-----保险事故发生后支出调整率 $("#FinanceInsurancePlanDiv #AfterAccidentRate2").text(AfterAccidentRate2); $("#FinanceInsurancePlanDiv #AdjustMatrimonialFee1").text(AdjustMatrimonialFee1.toMyFixed(2));//调整后家庭年生活费用/元 $("#FinanceInsurancePlanDiv #AdjustMatrimonialFee2").text(AdjustMatrimonialFee2.toMyFixed(2)); $("#FinanceInsurancePlanDiv #MatrimonialFeeNow1").text(MatrimonialFeeNow1.toMyFixed(2));//------家庭生活费用现值/元 $("#FinanceInsurancePlanDiv #MatrimonialFeeNow2").text(MatrimonialFeeNow2.toMyFixed(2)); $("#FinanceInsurancePlanDiv #Income1").text(Income1.toMyFixed(2));//配偶的个人年收入/元 $("#FinanceInsurancePlanDiv #Income2").text(Income2.toMyFixed(2)); $("#FinanceInsurancePlanDiv #SpouseMonthIncome1").text(SpouseMonthIncome1.toMyFixed(2));//配偶的个人收入现值/元 $("#FinanceInsurancePlanDiv #SpouseMonthIncome2").text(SpouseMonthIncome2.toMyFixed(2)); $("#FinanceInsurancePlanDiv #FamilyLiveOverdraft1").text(FamilyLiveOverdraft1.toMyFixed(2))//家庭未来生活费用缺口现值/元 $("#FinanceInsurancePlanDiv #FamilyLiveOverdraft2").text(FamilyLiveOverdraft2.toMyFixed(2)); $("#FinanceInsurancePlanDiv #ReserveFund1").text(ReserveFund1.toMyFixed(2));//紧急备用金现值/元 $("#FinanceInsurancePlanDiv #ReserveFund2").text(ReserveFund2.toMyFixed(2)); $("#FinanceInsurancePlanDiv #EduAmount1").text(EduAmount1.toMyFixed(2));//--教育金现值/元 $("#FinanceInsurancePlanDiv #EduAmount2").text(EduAmount2.toMyFixed(2)); $("#FinanceInsurancePlanDiv #PensionFunds1").text(PensionFunds1.toMyFixed(2));//养老基金现值/元 $("#FinanceInsurancePlanDiv #PensionFunds2").text(PensionFunds2.toMyFixed(2)); $("#FinanceInsurancePlanDiv #DeathExpense1").text(DeathExpense1.toMyFixed(2));//临终及丧葬支出现值/元 $("#FinanceInsurancePlanDiv #DeathExpense2").text(DeathExpense2.toMyFixed(2)); $("#FinanceInsurancePlanDiv #LoanBalance1").text(LoanBalance1.toMyFixed(2));//目前贷款余额/元 $("#FinanceInsurancePlanDiv #LoanBalance2").text(LoanBalance2.toMyFixed(2)); $("#FinanceInsurancePlanDiv #EarningAssets1").text(EarningAssets1.toMyFixed(2));//家庭生息资产/元 $("#FinanceInsurancePlanDiv #EarningAssets2").text(EarningAssets2.toMyFixed(2)); $("#FinanceInsurancePlanDiv #RelativeFinancial1").text(RelativeFinancial1.toMyFixed(2));//遗属需求法应有的寿险保额/元 $("#FinanceInsurancePlanDiv #RelativeFinancial2").text(RelativeFinancial2.toMyFixed(2)); $("#FinanceInsurancePlanDiv #InsureName1").text(InsureName);//-------被保险人 $("#FinanceInsurancePlanDiv #InsureName2").text(SpouseName); $("#FinanceInsurancePlanDiv #InsureNeedCash1").text(InsureNeedCash1.toMyFixed(2));//保险需求额度/元 $("#FinanceInsurancePlanDiv #InsureNeedCash2").text(InsureNeedCash2.toMyFixed(2)); $("#FinanceInsurancePlanDiv #InsuranceAmount1").text(InsuranceAmount1.toMyFixed(2));//----*已有额度/元 $("#FinanceInsurancePlanDiv #InsuranceAmount2").text(InsuranceAmount2.toMyFixed(2)); $("#FinanceInsurancePlanDiv #GapCash1").text(GapCash1.toMyFixed(2));//缺口额度/元 $("#FinanceInsurancePlanDiv #GapCash2").text(GapCash2.toMyFixed(2)); $("#FinanceInsurancePlanDiv #BudgetAmount1").text(BudgetAmount1);//----*预算金额/元 $("#FinanceInsurancePlanDiv #BudgetAmount2").text(BudgetAmount2); $("#FinanceInsurancePlanDiv #SupplementaryQuota1").text(SupplementaryQuota1);//*补充额度/元 $("#FinanceInsurancePlanDiv #SupplementaryQuota2").text(SupplementaryQuota2); $("#FinanceInsurancePlanDiv #BalanceCash1").text(BalanceCash1.toMyFixed(2));//欠缺额度/元 $("#FinanceInsurancePlanDiv #BalanceCash2").text(BalanceCash2.toMyFixed(2)); SaveDefaultValueCommon("InsuranceOne");//保存原值。和新值要做一个对比的 } else { //年龄共用 $("#FinanceInsurancePlanDiv #Age1").text(Age); $("#FinanceInsurancePlanDiv #Age1Life").text(Age);//被保险人年龄/岁 $("#FinanceInsurancePlanDiv #SpouseAge2").text(Age); //---------配偶当前年龄-男的写女的 $("#FinanceInsurancePlanDiv #RetirementAge1Life").text(RetirementAge1);//*预计退休年龄/岁 $("#FinanceInsurancePlanDiv #PredictRetirementAgeLIfe").text(PredictRetirementAgeLIfe);//离退休年数/年 $("#FinanceInsurancePlanDiv #ReturnOnInvestment1Life").text(ReturnOnInvestment1);//*投资报酬率 $("#FinanceInsurancePlanDiv #Income1Life").text(Income1);//当前个人年收入/元 $("#FinanceInsurancePlanDiv #RevenueGrowth1Life").text(RevenueGrowth1);//收入增长率 $("#FinanceInsurancePlanDiv #FutureIncomeLife").text(FutureIncomeLife.toMyFixed(2));//未来工作期间收入现值/元 $("#FinanceInsurancePlanDiv #Expenditure").text(Expenditure);//-个人年收入支出 $("#FinanceInsurancePlanDiv #InflationRate1Life").text(InflationRate1);//年通货膨胀率 $("#FinanceInsurancePlanDiv #FutureExpend").text(FutureExpend.toMyFixed(2));//未来工作期间支出现值/元 $("#FinanceInsurancePlanDiv #FutureAnnuityIncome").text(FutureAnnuityIncome.toMyFixed(2));//个人未来净收入的年金现值/元 $("#FinanceInsurancePlanDiv #FutureAnnuityIncomeSub").text(FutureAnnuityIncome.toMyFixed(2));//弥补收入应有的寿险保额/元 //---------------------被保险人 $("#FinanceInsurancePlanDiv #InsureNeedCash1Life").text(FutureAnnuityIncome.toMyFixed(2));//保险需求额度/元 $("#FinanceInsurancePlanDiv #InsuranceAmount1Life").text(InsuranceAmount1);//已有额度/元 $("#FinanceInsurancePlanDiv #GapCash1Life").text(GapCash1.toMyFixed(2));//缺口额度/元 $("#FinanceInsurancePlanDiv #BudgetAmount1Life").text(BudgetAmount1);//预算金额/元 $("#FinanceInsurancePlanDiv #SupplementaryQuota1Life").text(SupplementaryQuota1);//-补充额度/元 $("#FinanceInsurancePlanDiv #BalanceCash1Life").text(BalanceCash1.toMyFixed(2));//欠缺额度/元 $("#FinanceInsurancePlanDiv #InsureName").text(InsureName);//被保险人姓名 $("#FinanceInsurancePlanDiv #InsureName1Life").text(InsureName);//被保险人姓名 $("#FinanceInsurancePlanDiv #InsureName1").text(InsureName);//-------被保险人 SaveDefaultValueCommon("InsuranceTwo");//保存原值。和新值要做一个对比的 } } else { $("#FinanceInsurancePlanDiv").hide(); } } } }); } //********************************************************* //获取投资规划--------------------预览加载 function LoadInvestmentPlan(proposalId) { $.ajax({ url: "/Teacher/Assessment/LoadInvestmentPlan", type: "POST", async: false, dataType: "json", data: { ProposalId: proposalId }, success: function (data) { if (data != null) { analysisData(data); } else { $("#InvestmentPlan").hide(); } } }); }; //分解data数据 function analysisData(data) { $(data).each(function (a, b) { NumCalc++; var InvestmentPlanList = b.InvestmentPlanProductList; var LifeCycleId = b.LifeCycleId; var HoldRate = b.HoldRate * 1; var IncreaseRate = b.IncreaseRate * 1; var SpeculationRate = b.SpeculationRate * 1; var Analysis = b.Analysis; var Id = b.Id; // $("#InvestmentPlanId").text(Id); var LifeCycleId1 = EnumConvert.InsertmentConvert(LifeCycleId); $("#LifeCycleId").text(LifeCycleId1); $("#HoldRate").text(HoldRate); $("#IncreaseRate").text(IncreaseRate); $("#SpeculationRate").text(SpeculationRate); $("#AnalysisInsertment").text(Analysis); var InsureShow = EnumConvert.InsertmentBaseConvet(LifeCycleId); $("#InsureShow").text(InsureShow); //赋值饼状图 ShowInsertmentInfo(HoldRate, IncreaseRate, SpeculationRate) if (InvestmentPlanList != null) { // $("#Add").prev().remove(); $("#ProductSelect").remove();// 这样也可以 $(InvestmentPlanList).each(function (index, dom) { var fundobj = new Object(dom); index = index + 1; //应该先删除第一行然后添加 //添加 if (index != InvestmentPlanList.length) { AddList(index, fundobj); } else { AddListLast(index, fundobj); } //f赋值 eacTransVal(index, fundobj); //给常量赋值 IndexFlag = index; }); } }); } //添加产品选择 function AddList(index, dom) { var trHtml = ""; if (typeof index == "undefined") { IndexFlag = IndexFlag + 1; index = IndexFlag; } trHtml += "
"; trHtml += "
"; trHtml += "
"; trHtml += "
"; trHtml += "
%
"; trHtml += "
"; trHtml += "
"; trHtml += " "; trHtml += ""; trHtml += "
保值层银行储蓄选择
"; trHtml += "
"; //银行选择 trHtml += "" trHtml += "
"; trHtml += "
"; //银行选择定期 trHtml += ""; //银行期限 trHtml += ""; trHtml += "
基金产品选择 货币市场基金 "; //货币基金 if (dom.Fund1 != 0) { trHtml += "
小龙 汇添富基金-汇添富社会责任股票 货币市场 151.15%
"; } else { trHtml += "
" } trHtml += "
"; trHtml += " "; trHtml += "
增值层 *基金产品选择 债券型基金、混合型基金 "; //债券基金 if (dom.Fund2 != 0) { trHtml += "
小龙 汇添富基金-汇添富社会责任股票 货币市场 151.15%
"; } else { trHtml += "
" } trHtml += "
"; trHtml += ""; //p2p产品 trHtml += " "; trHtml += "
投机层 P2P产品选择 P2P产品 "; if (dom.P2PProduct != 0) { trHtml += "
" } else { trHtml += "
" } trHtml += "
基金产品选择 股票型基金 " //股票基金 if (dom.Fund3 != 0) { trHtml += "
小龙 汇添富基金-汇添富社会责任股票 货币市场 151.15%
"; } else { trHtml += "
" } trHtml += "
"; trHtml += "
"; trHtml += "
%
" if (index == 1) { $("#InvestmentPlanParkchild101").append(trHtml); } if (index == 2) { $("#InvestmentPlanParkchild102").append(trHtml); } if (index == 3) { $("#InvestmentPlanParkchild201").append(trHtml); } if (index == 4) { $("#InvestmentPlanParkchild202").append(trHtml); } if (index == 5) { $("#InvestmentPlanParkchild301").append(trHtml); } if (index == 6) { $("#InvestmentPlanParkchild302").append(trHtml); } if (index == 7) { $("#InvestmentPlanParkchild401").append(trHtml); } if (index == 8) { $("#InvestmentPlanParkchild402").append(trHtml); } } function AddListLast(index, dom) { var trHtml = ""; if (typeof index == "undefined") { IndexFlag = IndexFlag + 1; index = IndexFlag; } trHtml += "
"; trHtml += "
"; trHtml += "
"; trHtml += "
"; trHtml += "
%
"; trHtml += "
"; trHtml += "
"; trHtml += " "; trHtml += ""; trHtml += "
保值层银行储蓄选择
"; trHtml += "
"; //银行选择 trHtml += "" trHtml += "
"; trHtml += "
"; //银行选择定期 trHtml += ""; //银行期限 trHtml += ""; trHtml += "
基金产品选择 货币市场基金 "; //货币基金 if (dom.Fund1 != 0) { trHtml += "
小龙 汇添富基金-汇添富社会责任股票 货币市场 151.15%
"; } else { trHtml += "
" } trHtml += "
"; trHtml += " "; trHtml += "
增值层 基金产品选择 债券型基金、混合型基金 "; //债券基金 if (dom.Fund2 != 0) { trHtml += "
小龙 汇添富基金-汇添富社会责任股票 货币市场 151.15%
"; } else { trHtml += "
" } trHtml += "
"; trHtml += ""; //p2p产品 trHtml += " "; trHtml += "
投机层 P2P产品选择 P2P产品 "; if (dom.P2PProduct != 0) { trHtml += "
" } else { trHtml += "
" } trHtml += "
基金产品选择 股票型基金 " //股票基金 if (dom.Fund3 != 0) { trHtml += "
小龙 汇添富基金-汇添富社会责任股票 货币市场 151.15%
"; } else { trHtml += "
" } trHtml += "
"; trHtml += "
"; trHtml += "
" $("#InvestmentPlanParkchild081").append(trHtml); } //循环赋值 function eacTransVal(index, dom) { var panid = EnumConvert.CompleteplanConvet(dom.PlanId) $("#ProductSelect" + index).find("span[eacflag='PlanId']").text(panid); $("#ProductSelect" + index).find("span[eacflag='PlanRate']").text(dom.PlanRate + " %"); $("#ProductSelect" + index).find("span[eacflag='DemandDepositsBank']").text(dom.BankView); $("#ProductSelect" + index).find("span[eacflag='DemandDepositsBankRate']").text(dom.DemandDepositsBankRate + " %"); $("#ProductSelect" + index).find("span[eacflag='TimeDepositBank']").text(dom.BankTimeView); var TimeDepositBankTime = EnumConvert.YearSelectConvet(dom.TimeDepositBankTime); $("#ProductSelect" + index).find("span[eacflag='TimeDepositBankTime']").text(TimeDepositBankTime); $("#ProductSelect" + index).find("span[eacflag='TimeDepositBankRate']").text(dom.TimeDepositBankRate + " %"); $("#ProductSelect" + index).find("span[eacflag='Fund1']").text(dom.Fund1); $("#ProductSelect" + index).find("span[eacflag='Fund2']").text(dom.Fund2); $("#ProductSelect" + index).find("span[eacflag='P2PProduct']").text(dom.P2PProduct); $("#ProductSelect" + index).find("span[eacflag='P2PProductRate']").text(dom.P2PProductRate); $("#ProductSelect" + index).find("span[eacflag='Fund3']").text(dom.Fund3); $("#ProductSelect" + index).find("span[eacflag='TotalRate']").text(dom.TotalRate + " %"); //货币基金 $("#ProductSelect" + index).find("span[eacflag='CashCode']").attr("title", dom.CashCode).text(dom.CashCode); $("#ProductSelect" + index).find("span[eacflag='CashFund']").attr("title", dom.CashFund).text(dom.CashFund); $("#ProductSelect" + index).find("span[eacflag='CashMarket']").attr("title", dom.CashMarket).text(dom.CashMarket); $("#ProductSelect" + index).find("span[eacflag='YearlyEarningsRate1']").attr("title", dom.YearlyEarningsRate1).text(dom.YearlyEarningsRate1 + "%"); // 债券型基金 $("#ProductSelect" + index).find("span[eacflag='BondCode']").attr("title", dom.BondCode).text(dom.BondCode); $("#ProductSelect" + index).find("span[eacflag='BondFund']").attr("title", dom.BondFund).text(dom.BondFund); $("#ProductSelect" + index).find("span[eacflag='BondMarket']").attr("title", dom.BondMarket).text(dom.BondMarket); $("#ProductSelect" + index).find("span[eacflag='YearlyEarningsRate2']").attr("title", dom.YearlyEarningsRate2).text(dom.YearlyEarningsRate2 + "%"); //股票型基金 $("#ProductSelect" + index).find("span[eacflag='StockCode']").attr("title", dom.StockCode).text(dom.StockCode); $("#ProductSelect" + index).find("span[eacflag='StockFund']").attr("title", dom.StockFund).text(dom.StockFund); $("#ProductSelect" + index).find("span[eacflag='StockMarket']").attr("title", dom.StockMarket).text(dom.StockMarket); $("#ProductSelect" + index).find("span[eacflag='YearlyEarningsRate3']").attr("title", dom.YearlyEarningsRate3).text(dom.YearlyEarningsRate3 + "%"); //p2p产品赋值 $("#ProductSelect" + index).find("span[eacflag='P2PName']").attr("title", dom.P2PName).text(dom.P2PName); $("#ProductSelect" + index).find("span[eacflag='InvestmentField']").attr("title", dom.InvestmentField).text(dom.InvestmentField); $("#ProductSelect" + index).find("span[eacflag='InvestmentCycle']").attr("title", dom.InvestmentCycle).text(dom.InvestmentCycle); $("#ProductSelect" + index).find("span[eacflag='StartAmount']").attr("title", dom.StartAmount).text(dom.StartAmount); $("#ProductSelect" + index).find("span[eacflag='EarningsRate']").attr("title", dom.EarningsRate).text(dom.EarningsRate); } //投资规划饼 function ShowInsertmentInfo(Currency, Bond, Stock) { var chart; $('.showPie').highcharts({ chart: { plotBackgroundColor: null, plotBorderWidth: null, plotShadow: false }, title: { text: '投资分配比例', align: 'left' }, tooltip: { pointFormat: '{series.name}: {point.percentage:.1f}%' }, colors: ['#63b2f4', '#2a91e6', '#086cc1'], //'#46adb7', '#f2a83e', '#e16556' plotOptions: { pie: { allowPointSelect: true, cursor: 'pointer', dataLabels: { enabled: false }, showInLegend: true } }, series: [{ type: 'pie', name: '投资分配比例', data: [ ['货币', Currency], { name: '证券', y: Bond, sliced: false, selected: false }, ['股票', Stock], ] }] }); } //投资规划结束--------------------预览加载投资规划结束 //************************************************************ //获取税收筹划相关信息--------------预览加载 function GetTaxPlan(proposalId) { $.ajax({ url: "/Teacher/Assessment/GetTaxPlanObj", type: "POST", async: false, dataType: "json", data: { ProposalId: proposalId }, success: function (datas) { if (datas.list != null) { //教育规划信息 var li = datas.list; if (li != null) { NumCalc++; var n = li; $("#Salary").text(n.Salary.toMyFixed(2));//工资、薪金所得 $("#SalaryTax").text(n.SalaryTax.toMyFixed(2));//工资、薪金所得税 $("#OperatingRevenue").text(n.OperatingRevenue.toMyFixed(2));//个体工商户的生产、经营所得 $("#OperatingRevenueTax").text(n.OperatingRevenueTax.toMyFixed(2));//个体工商户的生产、经营所得税 $("#EnterprisesRevenue").text(n.EnterprisesRevenue.toMyFixed(2));// 对企事业单位承包、承租经营所得 $("#EnterprisesRevenueTax").text(n.EnterprisesRevenueTax.toMyFixed(2));//对企事业单位承包、承租经营所得税 $("#ServiceIncome").text(n.ServiceIncome.toMyFixed(2));//劳务报酬所得 $("#ServiceIncomeTax").text(n.ServiceIncomeTax.toMyFixed(2));//劳务报酬所得税 $("#Remuneration").text(n.Remuneration.toMyFixed(2));//稿酬所得 $("#RemunerationTax").text(n.RemunerationTax.toMyFixed(2));//稿酬所得税 $("#Loyalities").text(n.Loyalities.toMyFixed(2));//特许权使用费所得 $("#LoyalitiesTax").text(n.LoyalitiesTax.toMyFixed(2));//特许权使用费所得税 $("#Demise").text(n.Demise.toMyFixed(2));// 财产转让所得 $("#DemiseTax").text(n.DemiseTax.toMyFixed(2));//财产转让所得税 $("#IncidentalIncome").text(n.IncidentalIncome.toMyFixed(2));//偶然所得 $("#IncidentalIncomeTax").text(n.IncidentalIncomeTax.toMyFixed(2));//偶然所得税 $("#InterestTaxMain").text(n.Interest.toMyFixed(2));//利息、红利、股利所得 $("#InterestTax").text(n.InterestTax.toMyFixed(2));//利息、红利、股利所得税 $("#TotalAmount").text(n.TotalAmount.toMyFixed(2));//合计 $("#TotalTax").text(n.TotalTax.toMyFixed(2));//合计税 $("#AnalysisTax").text(n.Analysis);//税收筹划分析 //隐藏域 $("#Id").text(n.Id); } } else { $("#TaxPlan").hide(); } } }); } //*********************************************************** //获取财产分配表显示-----------------预览加载 function LoadDistributionOfPropertyInfo(proposalId) { $.ajax({ url: "/Teacher/Assessment/GetDistributionOfPropertyByProposalId", type: "POST", async: false, dataType: "json", data: { ProposalId: proposalId, rId: Math.random(), }, success: function (data) { if (data.SituationAnalysis != null) { SetDistributionOfPropertyInfo(data);//编辑建议书财产分配表设置 } else { $("#DistributionOfPropertyDiv").hide(); } } }); } //设置财产分配表显示 function SetDistributionOfPropertyInfo(data) { NumCalc++; //客户性别 var CustomerName = data.CustomerName == null ? "" : data.CustomerName; $("#CustomerNameDistribution").text(CustomerName); var CustomerAge = data.CustomerAge == 0 ? "" : data.CustomerAge; $("#CustomerAge").text(CustomerAge); //$("#CustomerNameDistribution").text(data.CustomerName); //$("#CustomerAge").text(data.CustomerAge); var CustomerSex = EnumConvert.SexConvert(data.CustomerSex); $("#CustomerSex").text(CustomerSex); // $("#AddressDistribution").text(data.Address); // $("#PositionDistribution").text(data.Position); if (data.Address == null) { $("#AddressDistribution").text(""); } else { $("#AddressDistribution").text(data.Address); } if (data.Address == null) { $("#PositionDistribution").text(""); } else { $("#PositionDistribution").text(data.Position); } $("#FamilyNum").text(data.FamilyNum); $("#SituationAnalysis").text(data.SituationAnalysis); var PlanTool = EnumConvert.DistributionConvert(data.PlanTool) $("#PlanTool").text(PlanTool); $("#PlanAnalysis").text(data.PlanAnalysis); //客户亲属列表 $("#siblistDistribution").html(""); $(data.ProposalCustomerDetailList).each(function (index, dom) { SetDistributionList(dom.DependentName, dom.Age, dom.Relation, dom.InCome); }); } //class=\"ipt-text IsRequired IsMinLength IsMaxLength\" //增加建议书客户家属列表 function SetDistributionList(DependentName, Age, Relation, InCome) { DistributionOfProperty_index += 1; var trHtml = ""; trHtml += "
"; trHtml += ""; trHtml += "
"; trHtml += "
"; trHtml += ""; trHtml += "
{0}
"; trHtml += "
"; trHtml += "
"; trHtml += ""; trHtml += "
{1}
"; trHtml += "
"; trHtml += "
"; trHtml += ""; trHtml += "
{2}
"; trHtml += "
"; trHtml += "
"; trHtml += ""; trHtml += "
{3}
"; trHtml += "
"; var html = StringHelper.FormatStr(trHtml, DependentName, //0 姓名 Age, //1 年龄 Relation, //2 与客户关系 InCome, //3 年收入 DistributionOfProperty_index //4 随机Id ); $("#siblistDistribution").append(html); } //********************************************************* /** * @name 获取财产传承--------------预览加载 */ function GetHeritage(proposalId) { $.ajax({ url: "/Teacher/Assessment/GetHeritage", type: "POST", async: false, dataType: "json", data: { ProposalId: proposalId, rId: Math.random() }, success: function (data) { if (data != null && data != "") { NumCalc++; $("#CashHeritage").text(data.Cash);//现金 $("#DepositHeritage").text(data.Deposit);//银行存款 $("#LifeInsurance").text(data.LifeInsurance);//人寿保单赔偿金额 $("#OtherCashAccount").text(data.OtherCashAccount);//其他现金账户 $("#CashSubtotal").text((data.Cash + data.Deposit + data.LifeInsurance + data.OtherCashAccount).toMyFixed(2)); $("#StockHeritage").text(data.Stock);//股票 $("#BondHeritage").text(data.Bond);//债券 $("#FundHeritage").text(data.Fund);//基金 $("#OtherInvestmentHeritage").text(data.OtherInvestment);//其他投资收益 $("#InvestmentSubtotal").text((data.Stock + data.Bond + data.Fund + data.OtherInvestment).toMyFixed(2)); $("#Pension").text(data.Pension);//养老金(一次性收入现值) $("#AnnuityRevenue").text(data.AnnuityRevenue);//配偶/遗孤年金收益(现值) $("#OtherPension").text(data.OtherPension);//其他退休基金 var subtotal1 = (data.Pension + data.AnnuityRevenue + data.OtherPension).toMyFixed(2); $("#PensionSubtotal").text(subtotal1); $("#House").text(data.House);//房产 $("#CarHeritage").text(data.Car);//汽车 $("#OtherHeritage").text(data.Other);//其他个人资产 $("#OtherProperty").text(data.OtherProperty);//其他资产 var subtotal2 = (data.House + data.Car + data.Other).toMyFixed(2) $("#PersonSubtotal").text(subtotal2); $("#TotalProperty").text(data.TotalProperty);//资产总计 $("#TotalProperty2").text(data.TotalProperty);//资产总计 $("#ShortTermLoan").text(data.ShortTermLoan);//短期贷款 $("#MediumTermLoans").text(data.MediumTermLoans);//中期贷款 $("#LongTermLoan").text(data.LongTermLoan);//长期贷款 $("#OtherLoanHeritage").text(data.OtherLoan);//其他贷款 $("#LoanSubtotalHeritage").text((data.ShortTermLoan + data.MediumTermLoans + data.LongTermLoan + data.OtherLoan).toMyFixed(2)); $("#MedicalCosts").text(data.MedicalCosts);//临终医疗费用 $("#TaxCosts").text(data.TaxCosts);//预期收入纳税额支出 $("#FuneralExpenses").text(data.FuneralExpenses);//丧葬费用 $("#HeritageCosts").text(data.HeritageCosts);//遗产处置费用 $("#OtherCosts").text(data.OtherCosts);//其他费用 $("#CostSubtotal").text((data.MedicalCosts + data.TaxCosts + data.FuneralExpenses + data.HeritageCosts + data.OtherCosts).toMyFixed(2)); $("#OtherLiabilities").text(data.OtherLiabilities);//其他负债 $("#TotalLiabilities").text(data.TotalLiabilities);//负债总计 $("#TotalLiabilities2").text(data.TotalLiabilities); $("#FinanceAnalysis").text(data.FinanceAnalysis);//财务分析 var plantool = EnumConvert.HeritageConvert(data.PlanTool) $("#PlanToolHeritage").text(plantool);//财产传承规划工具 $("#PlanAnalysisHeritage").text(data.PlanAnalysis);//财产传承规划分析 $("#TotalHeritage").text((data.TotalProperty - data.TotalLiabilities).toFixed(2));//净遗产总计 //隐藏域 $("#Id").text(data.Id); } else { $("#Heritage").hide(); } } }); } //判断是否非法字符 function CheckNum(num) { var pattern6 = /^[-]?\d+(\.\d{1,6})?$/;//只能输入两位小数 if (!pattern6.test(num)) { num = 0; return num; } return num; } //=========================计算 //流动资产计算 function calcFlowAssets(Cash, RMBDeposit, OtherAsset) { var Cash1 = CheckNum(Cash); var RMBDeposit1 = CheckNum(RMBDeposit); var OtherAsset1 = CheckNum(OtherAsset); var sum = 0; if (Cash == Cash1 && RMBDeposit == RMBDeposit1 && OtherAsset == OtherAsset1) { sum = Cash * 1 + RMBDeposit * 1 + OtherAsset * 1; } else { sum = 0; } return sum; } //消费资产计算 function calcConsumeAssets(CreditCard, Microfinance, OtherLoan) { var CreditCard1 = CheckNum(CreditCard); var Microfinance1 = CheckNum(Microfinance); var OtherLoan1 = CheckNum(OtherLoan); var sum = 0; if (CreditCard1 == CreditCard && Microfinance1 == Microfinance && OtherLoan1 == OtherLoan) { sum = CreditCard * 1 + Microfinance * 1 + OtherLoan * 1 } else { sum = 0; } return sum; } //投资资产计算 function calcInvestmentAssets(RMBFixedDeposit, ForeignCurrencyFixedDeposit, StockInvestment, BondInvestment, FundInvestment, IndustryInvestment, PolicyInvestment, EstateInvestment, OtherInvestment) { var RMBFixedDeposit1 = CheckNum(RMBFixedDeposit); var ForeignCurrencyFixedDeposit1 = CheckNum(ForeignCurrencyFixedDeposit); var StockInvestment1 = CheckNum(StockInvestment); var BondInvestment1 = CheckNum(BondInvestment); var FundInvestment1 = CheckNum(FundInvestment); var IndustryInvestment1 = CheckNum(IndustryInvestment); var PolicyInvestment1 = CheckNum(PolicyInvestment); var EstateInvestment1 = CheckNum(EstateInvestment); var OtherInvestment1 = CheckNum(OtherInvestment); var sum = 0; if (RMBFixedDeposit1 == RMBFixedDeposit && ForeignCurrencyFixedDeposit1 == ForeignCurrencyFixedDeposit && StockInvestment1 == StockInvestment && BondInvestment1 == BondInvestment && FundInvestment1 == FundInvestment && IndustryInvestment1 == IndustryInvestment && PolicyInvestment1 == PolicyInvestment && EstateInvestment1 == EstateInvestment && OtherInvestment1 == OtherInvestment) { sum = RMBFixedDeposit * 1 + ForeignCurrencyFixedDeposit * 1 + StockInvestment * 1 + BondInvestment * 1 + FundInvestment * 1 + IndustryInvestment * 1 + PolicyInvestment * 1 + EstateInvestment * 1 + OtherInvestment * 1; } else { sum = 0; } return sum; } //投资负债计算 function calcInvestmentLiability(FinancialLoan, IndustryInvestmentLoan, EstateInvestmentLoan, OtherInvestmentLoan) { var FinancialLoan1 = CheckNum(FinancialLoan); var IndustryInvestmentLoan1 = CheckNum(IndustryInvestmentLoan); var EstateInvestmentLoan1 = CheckNum(EstateInvestmentLoan); var OtherInvestmentLoan1 = CheckNum(OtherInvestmentLoan); var sum = 0; if (FinancialLoan1 == FinancialLoan && IndustryInvestmentLoan1 == IndustryInvestmentLoan && EstateInvestmentLoan1 == EstateInvestmentLoan && OtherInvestmentLoan1 == OtherInvestmentLoan) { sum = FinancialLoan * 1 + IndustryInvestmentLoan * 1 + EstateInvestmentLoan * 1 + OtherInvestmentLoan * 1; } else { sum = 0; } return sum; } //自用负债 function calcSelfLiability(EstateLoan, CarLoan, OthersLoan) { var EstateLoan1 = CheckNum(EstateLoan); var CarLoan1 = CheckNum(CarLoan); var OthersLoan1 = CheckNum(OthersLoan); var sum = 0; if (EstateLoan1 == EstateLoan && CarLoan1 == CarLoan && OthersLoan1 == OthersLoan) { sum = EstateLoan * 1 + CarLoan * 1 + OthersLoan * 1; } else { sum = 0; } return sum; } //自用资产计算 function calcSelfAsset(Estate, Car, Others) { var Others1 = CheckNum(Others); var Car1 = CheckNum(Car); var Estate1 = CheckNum(Estate); //TotalAssets var sum = 0; if (Others1 == Others && Car1 == Car && Estate1 == Estate) { sum = Estate * 1 + Car * 1 + Others * 1; } else { sum = 0; } return sum; } //资产合计 function calcTotalAssets(FlowAssets, InvestmentAssets, SelfAsset) { FlowAssets = CheckNum(FlowAssets); InvestmentAssets = CheckNum(InvestmentAssets); SelfAsset = CheckNum(SelfAsset); var sum = FlowAssets * 1 + InvestmentAssets * 1 + SelfAsset * 1; return sum; } //负债合计 function calcTotalLoan(ConsumeAssets, InvestmentLiability, SelfLiability) { ConsumeAssets = CheckNum(ConsumeAssets); InvestmentLiability = CheckNum(InvestmentLiability); SelfLiability = CheckNum(SelfLiability); var sum = ConsumeAssets * 1 + InvestmentLiability * 1 + SelfLiability * 1; return sum; } //==========================净值计算================== //消费净值计算 1) 消费净值=流动资产小计-流动负债小计 function calcConsumeVal(flowAssets, ConsumeAssets) { flowAssets = CheckNum(flowAssets); ConsumeAssets = CheckNum(ConsumeAssets); var sum = flowAssets * 1 - ConsumeAssets * 1; return sum; } //2) 投资净值=投资资产小计-投资负债小计 function calcInvestmentVal(InvestmentAssets, InvestmentLiability) { InvestmentAssets = CheckNum(InvestmentAssets); InvestmentLiability = CheckNum(InvestmentLiability); var sum = InvestmentAssets * 1 - InvestmentLiability * 1; return sum; } //3) 自用净值=自用资产-自用负债 function clacSelfVal(SelfAsset, SelfLiability) { SelfAsset = CheckNum(SelfAsset); SelfLiability = CheckNum(SelfLiability); var sum = SelfAsset * 1 - SelfLiability * 1; return sum; } //4) 净值合计=∑(消费净值、投资净值、自用净值) function calcSumVal(ConsumeVal, InvestmentVal, SelfVal) { ConsumeVal = CheckNum(ConsumeVal); InvestmentVal = CheckNum(InvestmentVal); SelfVal = CheckNum(SelfVal); var sum = ConsumeVal * 1 + InvestmentVal * 1 + SelfVal * 1; return sum; } //=========================计算---------------------------收支储蓄中的计算 //1. 工作收入计算 function calcWorkIncome(JobIncome, EndowmentInsurance, MedicalInsurance, HousingFund, OtherJobIncome) { var JobIncome1 = CheckNum(JobIncome); var EndowmentInsurance1 = CheckNum(EndowmentInsurance); var MedicalInsurance1 = CheckNum(MedicalInsurance); var HousingFund1 = CheckNum(HousingFund); var OtherJobIncome1 = CheckNum(OtherJobIncome); var sum = 0; if (JobIncome1 == JobIncome && EndowmentInsurance1 == EndowmentInsurance && MedicalInsurance1 == MedicalInsurance && HousingFund1 == HousingFund && OtherJobIncome1 == OtherJobIncome) { sum = JobIncome * 1 + EndowmentInsurance * 1 + MedicalInsurance * 1 + HousingFund * 1 + OtherJobIncome * 1 } else { sum = 0; } return sum; } //1. 生活支出 function calcLiveExpense(FamilyExpense, ChildExpense, OtherExpense) { var FamilyExpense1 = CheckNum(FamilyExpense); var ChildExpense1 = CheckNum(ChildExpense); var OtherExpense1 = CheckNum(OtherExpense); var sum = 0; if (FamilyExpense1 == FamilyExpense && ChildExpense1 == ChildExpense && OtherExpense1 == OtherExpense) { sum = FamilyExpense * 1 + ChildExpense * 1 + OtherExpense * 1; } else { sum = 0; } return sum; } //1. 理财收入 function calcInvestmentIncome(Interest, CapitalGains, OtherIncome) { var Interest1 = CheckNum(Interest); var CapitalGains1 = CheckNum(CapitalGains); var OtherIncome1 = CheckNum(OtherIncome); var sum = 0; if (Interest1 == Interest && CapitalGains1 == CapitalGains && OtherIncome1 == OtherIncome) { sum = Interest * 1 + CapitalGains * 1 + OtherIncome * 1; } else { sum = 0; } return sum; } //1. 理财支出 function calcInvestmentExpense(InterestExpense, InsuranceExpense, OtherFinanceExpense) { var InterestExpense1 = CheckNum(InterestExpense); var InsuranceExpense1 = CheckNum(InsuranceExpense); var OtherFinanceExpense1 = CheckNum(OtherFinanceExpense); var sum = 0; if (InterestExpense1 == InterestExpense && InsuranceExpense1 == InsuranceExpense && OtherFinanceExpense1 == OtherFinanceExpense) { sum = InterestExpense * 1 + InsuranceExpense * 1 + OtherFinanceExpense * 1; } else { sum = 0; } return sum; } //--------------------------------------现金流量的方法 //加载本期现金及现金等价物净增加额 function loadings() { var Money1 = $.trim($("#lifeMoney").text()) * 1; var Money2 = $.trim($("#investMoney").text()) * 1; var Money3 = $.trim($("#borrowMoney").text()) * 1; var Money4 = $.trim($("#InsuranceExpense2").text()) * 1; var All = Money1 + Money2 + Money3 + Money4; $("#Money").text(All.toMyFixed(2)); } //计算现金规划计算页面 var clacCashPanVal = { calcRetainCashType: function (multiple) { //var multiple = $("RetainCashMultiple").text(); if (multiple == "0") { // $("#RetainCashMultiple").text(0); } else { var familyMonthExpense = $("#FamilyMonthExpense").attr("Family") * 1; var result = (multiple * familyMonthExpense).toMyFixed(2); return result; } } } //-----------------------------------教育规划添加HTML方法 function AddHTML(valu) { var Nums = valu; var html = ''; html += '
'; html += '
'; html += '*教育阶段选择  '; html += '' html += '
'; html += '
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'; html += '
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'; html += '
'; html += '
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元/年
'; html += '
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元/年
'; html += '
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'; html += '

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'; if (Nums < 4) { $("#LifeEducationPlanPart1").append(html); } else { $("#LifeEducationPlanPartSub01").append(html); } //$("#TagSpan").prev().after(html); }