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//------------预览JS
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//投资规划--序号常量
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var IndexFlag = 0;
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//财务分配--序号常量
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var DistributionOfProperty_index = 0;
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//是否显示页面公共字段--------子系统字段
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//客户信息
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var CustomerInfo1 = false;
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var GetRiskEvaluationInfo1 = false;
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var LoadLiabilityByProposalId1 = false;
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//收支储蓄表
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var GetIncomeAndExpenses1 = false;
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//现金流量
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var GetCashFlowList1 = false;
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//财务比率分析
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var GetFinancialRatiosList1 = false;
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//现金规划
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var GetCashPlanByProposalId1 = false;
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//教育规划
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var GetLifeEducationPlan1 = false;
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//消费规划
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var GetConsumptionPlan1 = false;
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//创业规划
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var GetStartAnUndertakingPlanList1 = false;
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//退休规划
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var LoadRetirementPlan1 = false;
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//保险规划
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var LoadInsurancePlan1 = false;
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//显示计数器
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var NumCalc = 0;
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$(function () {
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//销售机会Id
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var TrainExamId = $.getUrlParam("TrainExamId");
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//建议书Id
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var ProposalId = $.getUrlParam("ProposalId");
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if (ProposalId != null && ProposalId != "" && typeof ProposalId != "undefined" && ProposalId!=0) {
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LoadPreview(ProposalId);
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}
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//实训考核什么都没有填写，需要查看空白预览
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if (ProposalId == 0) {
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$("#ProposalCustomer").hide();
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$("#RiskIndexDiv").hide();
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$("#RiskIndexDivShow").hide();
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$("#FinanceLiabilityDiv").hide();
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$("#FinanceIncomeAndExpensesDiv").hide();
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$("#FinancialRatios").hide();
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$("#CashFlow").hide();
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$("#FinanceCashPlanDiv").hide();
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$("#LifeEducationPlan").hide();
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$("#StartAnUndertakingPlan").hide();
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$("#ConsumptionPlan").hide();
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$("#LiveRetirementPlanDiv").hide();
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$("#FinanceInsurancePlanDiv").hide();
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$("#InvestmentPlan").hide();
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$("#TaxPlan").hide();
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$("#DistributionOfPropertyDiv").hide();
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$("#Heritage").hide();
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}
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});
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//加载各个子规划
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function LoadPreview(ProposalId) {
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//获取建议书客户信息及家属信息列表
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if (ProposalId != null && ProposalId != "" && ProposalId != undefined) {
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//客户基本信息
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CustomerInfo(ProposalId);
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//风险测评
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GetRiskEvaluationInfo(ProposalId);
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//资产负债表
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LoadLiabilityByProposalId(ProposalId);
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//收支储蓄表
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GetIncomeAndExpenses(ProposalId);
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//现金流量
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GetCashFlowList(ProposalId)
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//财务比率分析
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GetFinancialRatiosList(ProposalId);
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//现金规划
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GetCashPlanByProposalId(ProposalId);
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//教育规划
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//加载每月可支配资金 可用资产
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GetLifeEducationPlan(ProposalId);
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ViewEveryMonthMoney("LifeEducationPlan/GetmoneyList", ProposalId, "LifeEducationPlan");
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//教育配套
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//消费规划
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//加载每月可支配资金 可用资产
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GetConsumptionPlan(ProposalId);
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ViewEveryMonthMoney("LifeEducationPlan/GetmoneyList", ProposalId, "ConsumptionPlan");
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//创业规划
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GetStartAnUndertakingPlanList(ProposalId);
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ViewEveryMonthMoney("LifeEducationPlan/GetmoneyList", ProposalId, "StartAnUndertakingPlan");
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//退休规划
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LoadRetirementPlan(ProposalId);
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//保险规划
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LoadInsurancePlan(ProposalId);
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//投资规划
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LoadInvestmentPlan(ProposalId);
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//税收规划
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GetTaxPlan(ProposalId);
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//财务分配
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LoadDistributionOfPropertyInfo(ProposalId);
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//财产传承
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GetHeritage(ProposalId);
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}
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}
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//客户信息显示
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function CustomerInfo(ProposalId) {
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$.ajax({
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url: "/Student/ProposalCustomer/GetProposalCustomer",
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type: "POST",
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async: false,
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dataType: "json",
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data:
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{
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ProposalId: ProposalId,
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rId: Math.random(),
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},
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success: function (data) {
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if (data.ProposalName != "") {
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SetProposalCustomerInfo(data);//编辑建议书客户信息的设置
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}
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else {
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CustomerInfo1 = true;//新增
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$("#ProposalCustomer").hide();
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}
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}
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});
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}
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//设置建议书客户信息
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function SetProposalCustomerInfo(data) {
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//隐藏域
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// $("#hdProposalCustomerId").text(data.ProposalCustomerVM.Id);
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if (data.ProposalNum != null && data.ProposalNum != "") {
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//建议书
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$("#ProposalNum").text(data.ProposalNum);
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}
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$("#ProposalName").text(data.ProposalName);
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if (data.ProposalCustomerVM != null) {
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NumCalc++;
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var CustomerName = data.ProposalCustomerVM.CustomerName == null ? "" : data.ProposalCustomerVM.CustomerName;
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var PinYin = data.ProposalCustomerVM.PinYin == null ? "" : data.ProposalCustomerVM.PinYin;
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var IDNum = data.ProposalCustomerVM.IDNum == null ? "" : data.ProposalCustomerVM.IDNum;
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var Phone = data.ProposalCustomerVM.Phone == null ? "" : data.ProposalCustomerVM.Phone;
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var Tel = data.ProposalCustomerVM.Tel == null ? "" : data.ProposalCustomerVM.Tel;
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var Email = data.ProposalCustomerVM.Email == null ? "" : data.ProposalCustomerVM.Email;
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var Position = data.ProposalCustomerVM.Position == null ? "" : data.ProposalCustomerVM.Position;
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var Company = data.ProposalCustomerVM.Company == null ? "" : data.ProposalCustomerVM.Company;
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var Address = data.ProposalCustomerVM.Address == null ? "" : data.ProposalCustomerVM.Address;
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//客户信息
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$("#CustomerName").text(CustomerName);
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$("#PinYin").text(PinYin);
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$("#Age").text(data.ProposalCustomerVM.Age);
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$("#IDType").text(data.ProposalCustomerVM.IDType);
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$("#IDNum").text(IDNum);
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$("#Phone").text(Phone);
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$("#Tel").text(Tel);
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$("#Email").text(Email);
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$("#PositionStu").text(Position);
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$("#Company").text(Company);
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$("#AddressStu").text(Address);
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//客户亲属列表
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$("#siblist").html("");
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if (data.ProposalCustomerVM.ProposalCustomerDetailList.length==0) {
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$("#siblist").prev().remove();
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}
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$(data.ProposalCustomerVM.ProposalCustomerDetailList).each(function (index, dom) {
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EditList(dom.DependentName, dom.Age, dom.Relation, dom.InCome);
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});
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}
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}
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//客户家庭信息
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function EditList(DependentName, Age, Relation, InCome) {
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var trHtml = "";
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trHtml += "<div class=\"sib-item\">";
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trHtml += "<div class=\"fif-form\">";
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trHtml += "<div class=\"fif-box\">";
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trHtml += "<label class=\"fif-text\">姓 名</label>";
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trHtml += "<div class=\"input\">{0}</div>";
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trHtml += "</div>";
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trHtml += "<div class=\"fif-box\">";
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trHtml += "<label class=\"fif-text\">年 龄</label>";
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trHtml += "<div class=\"input\">{1}<span class=\"ml10\">岁</span></div>";
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trHtml += "</div>";
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trHtml += "<div class=\"fif-box\">";
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trHtml += "<label class=\"fif-text\">与客户关系</label>";
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trHtml += "<div class=\"input\">{2}</div>";
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trHtml += "</div>";
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trHtml += "<div class=\"fif-box\">";
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trHtml += "<label class=\"fif-text\">年收入</label>";
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trHtml += "<div class=\"input\">{3} 元</div>";
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trHtml += "</div></div></div>";
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var html = StringHelper.FormatStr(trHtml,
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DependentName, //0 姓名
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Age, //1 年龄
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Relation, //2 与客户关系
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InCome //3 年收入
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);
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$("#siblist").append(html);
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}
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//风险测评
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function GetRiskEvaluationInfo(ProposalId) {
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$.ajax({
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url: "/Student/RiskEvaluation/GetRiskEvaluationInfo",
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type: "POST",
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async: false,
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dataType: "json",
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data:
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{
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ProposalId: ProposalId
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},
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success: function (data) {
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if (data != null) {
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NumCalc++;
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$("#RiskIndexId").text(data.Id);
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// $("#ProposalId").text(data.ProposalId);
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$("#AgeScore").text(data.AgeScore);
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$("#JobScore").text(data.JobScore);
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$("#FamilyScore").text(data.FamilyScore);
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$("#HouseScore").text(data.HouseScore);
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$("#EXPScore").text(data.EXPScore);
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$("#KnowledgeScore").text(data.KnowledgeScore);
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$("#RCIScore").text(data.RCIScore);
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$("#TolerateScore").text(data.TolerateScore);
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$("#ConsiderationScore").text(data.ConsiderationScore);
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$("#LossScore").text(data.LossScore);
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$("#MentalityScore").text(data.MentalityScore);
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$("#CharacterScore").text(data.CharacterScore);
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$("#AvoidScore").text(data.AvoidScore);
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$("#UpdateDate").text(data.UpdateDate);
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$("#RAIScore").text(data.RAIScore);
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ShowInfo(data);
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} else {
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$("#RiskIndexDiv").hide();
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$("#RiskIndexDivShow").hide();
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}
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}
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});
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}
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//显示评测结果
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function ShowInfo(data) {
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$("#EvaluationDate").text(data.UpdateDateStr);
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var RCIScore = data.RCIScore;//风险承受能力
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var RAIScore = data.RAIScore;//风险容忍态度
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var length = ControlTable.length;
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var AbilityMin = 0, AbilityMax = 0, AttitudeMin = 0;
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for (var i = 0; i < length; i++) {
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AbilityMin = ControlTable[i].AbilityMin;
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AbilityMax = ControlTable[i].AbilityMax;
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AttitudeMin = ControlTable[i].AttitudeMin;
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AttitudeMax = ControlTable[i].AttitudeMax;
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if (AbilityMin <= RCIScore && RCIScore <= AbilityMax && AttitudeMin <= RAIScore && RAIScore <= AttitudeMax) {
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$("#DistributionRatio tr:eq(1) td:eq(0)").text(ControlTable[i].Currency);
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$("#DistributionRatio tr:eq(1) td:eq(1)").text(ControlTable[i].Bond);
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$("#DistributionRatio tr:eq(1) td:eq(2)").text(ControlTable[i].Stock);
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$("#RiskBearingCapacity").text(ControlTable[i].Ability);//风险承受能力
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$("#RiskToleranceAttitude").text(ControlTable[i].Attitude);//风险容忍态度
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ShowPieInfo(ControlTable[i].Currency, ControlTable[i].Bond, ControlTable[i].Stock);
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return true;
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}
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}
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}
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//测评饼
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function ShowPieInfo(Currency, Bond, Stock) {
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var chart;
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$('.distribute').highcharts({
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chart: {
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plotBackgroundColor: null,
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plotBorderWidth: null,
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plotShadow: false
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},
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title: {
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text: '投资分配比例',
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align: 'left'
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},
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tooltip: {
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pointFormat: '{series.name}: <b>{point.percentage:.1f}%</b>'
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},
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colors: ['#63b2f4', '#2a91e6', '#086cc1'], //'#46adb7', '#f2a83e', '#e16556'
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plotOptions: {
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pie: {
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allowPointSelect: true,
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cursor: 'pointer',
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dataLabels: {
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enabled: false
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},
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showInLegend: true
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}
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},
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series: [{
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type: 'pie',
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name: '投资分配比例',
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data: [
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['货币', Currency],
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{
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name: '债券',
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y: Bond,
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sliced: false,
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selected: false
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},
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['股票', Stock],
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]
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}]
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});
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}
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//资产负债表------------------------预览加载
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function LoadLiabilityByProposalId(ProposalId) {
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$.ajax({
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url: "/Student/Liability/LoadLiabilityByProposalId",
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type: "POST",
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async: false,
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dataType: "json",
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data:
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{
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ProposalId: ProposalId
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},
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success: function (data) {
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if (data != null) {
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NumCalc++;
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$("#Cash").text(data.Cash);
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$("#RMBDeposit").text(data.RMBDeposit);
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$("#OtherAsset").text(data.OtherAsset);
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$("#RMBFixedDeposit").text(data.RMBFixedDeposit);//----人民币固定存款
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$("#ForeignCurrencyFixedDeposit").text(data.ForeignCurrencyFixedDeposit);
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$("#StockInvestment").text(data.StockInvestment);
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$("#BondInvestment").text(data.BondInvestment);
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$("#FundInvestment").text(data.FundInvestment);
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$("#IndustryInvestment").text(data.IndustryInvestment);
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$("#EstateInvestment").text(data.EstateInvestment);
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$("#PolicyInvestment").text(data.PolicyInvestment);
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$("#OtherInvestment").text(data.OtherInvestment);
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$("#Estate").text(data.Estate);//---------房产
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$("#Car").text(data.Car);
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$("#Others").text(data.Others);
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$("#TotalAssets").text(data.TotalAssets);
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$("#CreditCard").text(data.CreditCard);//-------信用卡借款
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$("#Microfinance").text(data.Microfinance);
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$("#OtherLoan").text(data.OtherLoan);
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$("#FinancialLoan").text(data.FinancialLoan);//-----金融实用借款
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$("#IndustryInvestmentLoan").text(data.IndustryInvestmentLoan);
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$("#EstateInvestmentLoan").text(data.EstateInvestmentLoan);
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$("#OtherInvestmentLoan").text(data.OtherInvestmentLoan);
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$("#EstateLoan").text(data.EstateLoan);//------自用房地产
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$("#CarLoan").text(data.CarLoan);
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$("#OthersLoan").text(data.OthersLoan);
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$("#TotalLoan").text(data.TotalLoan);
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//然后给所有的小计赋值
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var flowAssets = calcFlowAssets(data.Cash, data.RMBDeposit, data.OtherAsset);//流动资产小计
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$("#assetSum01").text(flowAssets.toMyFixed(2));//流动资产小计
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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
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$("#assetSum02").text(invesymentAsset.toMyFixed(2));//投资资产小计
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var selfAsset = calcSelfAsset(data.Estate, data.Car, data.Others);
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$("#assetSum03").text(selfAsset.toMyFixed(2));//自用资产小计
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var consumeLiability = calcConsumeAssets(data.CreditCard, data.Microfinance, data.OtherLoan);//消费负债
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$("#loanSum01").text(consumeLiability.toMyFixed(2));//消费负债
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var inverstmentLiability = calcInvestmentLiability(data.FinancialLoan, data.IndustryInvestmentLoan, data.EstateInvestmentLoan, data.OtherInvestmentLoan);
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$("#loanSum02").text(inverstmentLiability.toMyFixed(2));//投资负债
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var selfLiability = calcSelfLiability(data.EstateLoan, data.CarLoan, data.OthersLoan);
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$("#loanSum03").text(selfLiability.toMyFixed(2));//自用负债
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//消费净资产
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var consumeVal = flowAssets * 1 - consumeLiability * 1;
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$("#consumeVal").text(consumeVal.toMyFixed(2));
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//投资净自残
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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: "/Student/IncomeAndExpenses/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() {
|
|
|
|
|
|
var ProposalId = $.getUrlParam("ProposalId");
|
|
|
$.ajax({
|
|
|
url: "/Student/CashFlow/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: "/Student/FinancialRatios/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: "/Student/CashPlan/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: "/Student/LifeEducationPlan/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);
|
|
|
});
|
|
|
|
|
|
//var lifthtml ="";
|
|
|
//if (obj.length > 4) {
|
|
|
// lifthtml = "<div id=\"LifeEducationPlanPark1\" style=\"background-color:white\">"
|
|
|
// $("#LifeEducationPlanDW").after(lifthtml);
|
|
|
// lifthtml = "</div>";
|
|
|
// $("#EducationList4").prev().after(lifthtml);
|
|
|
//}
|
|
|
|
|
|
|
|
|
}
|
|
|
//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: "/Student/ConsumptionPlan/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: "/Student/StartAnUndertakingPlan/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: "/Student/RetirementPlan/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: "/Student/InsurancePlan/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: "/Student/InvestmentPlan/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) {
|
|
|
NumCalc++;
|
|
|
var InvestmentPlanList = data.InvestmentPlanProductList;
|
|
|
var LifeCycleId = data.LifeCycleId;
|
|
|
var HoldRate = data.HoldRate * 1;
|
|
|
var IncreaseRate = data.IncreaseRate * 1;
|
|
|
var SpeculationRate = data.SpeculationRate * 1;
|
|
|
var Analysis = data.Analysis;
|
|
|
var Id = data.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 += "<div class=\"item b-grayish Tageach\" id=\"ProductSelect" + index + "\" eacflag=\"ProductSelect\"><div class=\"fif-con mb10\">";
|
|
|
trHtml += "<div class=\"fif-box grid-4\"><label class=\"fif-text\">已完成规划：</label> <div class=\"input\">";
|
|
|
trHtml += "<span id=\"PlanId" + index + " \" class=\"\" eacflag=\"PlanId\"></span> </div></div>";
|
|
|
trHtml += "<div class=\"fif-box grid-6\"><label class=\"fif-text\"><i class=\"c-red\">*</i>方案所需投资收益率：</label>";
|
|
|
trHtml += " <div class=\"input\"> <span id=\"PlanRate" + index + "\" class=\"grid-4\" eacflag=\"PlanRate\"></span><span class=\"ml10\"></span></div> </div>";
|
|
|
trHtml += "<a ></a></div>";
|
|
|
trHtml += "<div class=\"table\"> <table class=\"mb10\" id=\"ProductSelect" + index + "TabCashFund\" eacflag=\"ProductSelectTabCashFund\" width=\"100%\" border=\"0\" cellspacing=\"0\" cellpadding=\"0\">";
|
|
|
trHtml += " <tbody> <tr> <td width=\"83\" rowspan=\"2\" align=\"center\" class=\"c-white\" style=\"background-color: #63b2f4\">保值层</td>";
|
|
|
trHtml += "<td><span class=\"fl\">银行储蓄选择</span><div class=\"fif-con fr grid-10\"> <div class=\"fif-box grid-12\" style=\"margin-bottom:10px;\">";
|
|
|
trHtml += " <label class=\"fif-text\">活期：</label> <div class=\"input grid-11\">";
|
|
|
|
|
|
//银行选择
|
|
|
trHtml += "<span id=\"DemandDepositsBank" + index + "\" class=\"\" eacflag=\"DemandDepositsBank\"></span>"
|
|
|
|
|
|
trHtml += " <span id=\"DemandDepositsBankRate" + index + "\" class=\"\" eacflag=\"DemandDepositsBankRate\"></span> </div></div>";
|
|
|
trHtml += "<div class=\"fif-box grid-12\"> <label class=\"fif-text\">定期：</label><div class=\"input grid-11\">";
|
|
|
//银行选择定期
|
|
|
trHtml += "<span id=\"TimeDepositBank" + index + "\" class=\"\" eacflag=\"TimeDepositBank\"></span>";
|
|
|
//银行期限
|
|
|
trHtml += "<span id=\"TimeDepositBankTime" + index + "\" class=\"\" eacflag=\"TimeDepositBankTime\"></span>";
|
|
|
|
|
|
trHtml += "<span id=\"TimeDepositBankRate" + index + "\" class=\"\" eacflag=\"TimeDepositBankRate\"></span> </div> </div></div></td> </tr>";
|
|
|
trHtml += "<tr> <td> <span>基金产品选择</span> <span class=\"grid-4\">货币市场基金</span> ";
|
|
|
//货币基金
|
|
|
if (dom.Fund1 != 0) {
|
|
|
trHtml += "<div class=\"selected-list sib-list mt10\"> <div class=\"sib-item\" field=\"Fund1\"> </span> <div class=\"fif-form b-grayish\"> <span class=\"grid-3\" eacflag=\"CashCode\">小龙</span> <span class=\"grid-4\" eacflag=\"CashFund\">汇添富基金-汇添富社会责任股票</span> <span class=\"grid-2\" eacflag=\"CashMarket\">货币市场</span> <span class=\"grid-3\" eacflag=\"YearlyEarningsRate1\">151.15%</span> </div> </div> </div>";
|
|
|
} else {
|
|
|
trHtml += "<div class=\"selected-list sib-list mt10\"> <div class=\"sib-item\" field=\"Fund1\"></div></div>"
|
|
|
}
|
|
|
trHtml += "<input type=\"hidden\" id=\"Fund1" + index + "\" name=\"Fund1" + index + "\" value=\"\" eacflag=\"Fund1\" /> <input type=\"hidden\" eacflag=\"CashCode\" value=\" \" /><input type=\"hidden\" eacflag=\"CashFund\" value=\" \" /> <input type=\"hidden\" eacflag=\"CashMarket\" value=\" \" /><input type=\"hidden\" eacflag=\"YearlyEarningsRate1\" value=\" \" /> </td> </tr> <tr class=\"end\"></tr> </tbody> </table>";
|
|
|
trHtml += " <table class=\"mb10\" id=\"ProductSelect" + index + "TabBondFund\" eacflag=\"ProductSelectTabBondFund\" width=\"100%\" border=\"0\" cellspacing=\"0\" cellpadding=\"0\"> <tbody> <tr> <td width=\"83\" align=\"center\" class=\"c-white\" style=\"background-color: #2a91e6\">增值层</td>";
|
|
|
trHtml += "<td> <span><i class=\"c-red\">*</i>基金产品选择</span> <span class=\"grid-4\">债券型基金、混合型基金</span> ";
|
|
|
//债券基金
|
|
|
if (dom.Fund2 != 0) {
|
|
|
trHtml += "<div class=\"selected-list sib-list mt10\"> <div class=\"sib-item\" field=\"Fund2\"><div class=\"fif-form b-grayish\"> <span class=\"grid-3\" eacflag=\"BondCode\">小龙</span> <span class=\"grid-4\" eacflag=\"BondFund\">汇添富基金-汇添富社会责任股票</span> <span class=\"grid-2\" eacflag=\"BondMarket\">货币市场</span> <span class=\"grid-3\" eacflag=\"YearlyEarningsRate2\">151.15%</span> </div> </div> </div>";
|
|
|
} else {
|
|
|
trHtml += "<div class=\"selected-list sib-list mt10\"> <div class=\"sib-item\" field=\"Fund2\"></div></div>"
|
|
|
}
|
|
|
trHtml += " <input type=\"hidden\" name=\"Fund2\" id=\"Fund2" + index + "\" value=\"\" eacflag=\"Fund2\" class=\"eac\" /> <input type=\"hidden\" eacflag=\"BondCode\" value=\" \" /><input type=\"hidden\" eacflag=\"BondFund\" value=\" \" /> <input type=\"hidden\" eacflag=\"BondMarket\" value=\" \" /><input type=\"hidden\" eacflag=\"YearlyEarningsRate2\" value=\" \" /> </td> </tr> <tr class=\"end\"></tr> </tbody> </table>";
|
|
|
trHtml += "<table class=\"mb10\" id=\"ProductSelect" + index + "TabStockFund\" eacflag=\"ProductSelectTabStockFund\" width=\"100%\" border=\"0\" cellspacing=\"0\" cellpadding=\"0\"> <tbody> <tr> <td width=\"83\" rowspan=\"2\" align=\"center\" class=\"c-white\" style=\"background-color: #086cc1\">投机层</td>";
|
|
|
//p2p产品
|
|
|
trHtml += " <td> <span>P2P产品选择</span> <span class=\"grid-4\">P2P产品</span> ";
|
|
|
if (dom.P2PProduct != 0) {
|
|
|
trHtml += "<div class=\"selected-list sib-list mt10\"><div class=\"sib-item\" field=\"P2PProduct\"><span title=\"\"></span> <div class=\"fif-form b-grayish\"> <span class=\"\" eacflag=\"P2PName\" title=></span> <span class=\"grid-2\" eacflag=\"InvestmentField\" title=></span> <span class=\"grid-2\" eacflag=\"InvestmentCycle\" title=\"\"></span> <span class=\"grid-2\" eacflag=\"StartAmount\" title=></span> <span class=\"grid-2\" eacflag=\"EarningsRate\" title=\"\"></span> </div> </div></div>"
|
|
|
} else {
|
|
|
trHtml += "<div class=\"selected-list sib-list mt10\"> <div class=\"sib-item\" field=\"P2PProduct\"></div></div>"
|
|
|
}
|
|
|
trHtml += "<input type=\"hidden\" class=\"eac\" id=\"P2PProduct" + index + "\" value=\"0\" eacflag=\"P2PProduct\"><input type=\"hidden\" class=\"eac\" id=\"P2PProductRate" + index + "\" value=\"0\" eacflag=\"P2PProductRate\"></td></tr>";
|
|
|
|
|
|
|
|
|
trHtml += "<tr> <td> <span>基金产品选择</span> <span class=\"grid-4\">股票型基金</span> "
|
|
|
//股票基金
|
|
|
if (dom.Fund3 != 0) {
|
|
|
trHtml += "<div class=\"selected-list sib-list mt10\"> <div class=\"sib-item\" field=\"Fund3\"> <div class=\"fif-form b-grayish\"> <span class=\"grid-3\" eacflag=\"StockCode\">小龙</span> <span class=\"grid-4\" eacflag=\"StockFund\">汇添富基金-汇添富社会责任股票</span> <span class=\"grid-2\" eacflag=\"StockMarket\">货币市场</span> <span class=\"grid-3\" eacflag=\"YearlyEarningsRate3\">151.15%</span> </div> </div> </div>";
|
|
|
} else {
|
|
|
trHtml += "<div class=\"selected-list sib-list mt10\"> <div class=\"sib-item\" field=\"Fund3\"></div></div>"
|
|
|
}
|
|
|
trHtml += " <input type=\"hidden\" id=\"Fund3" + index + "\" name=\"Fund3'\" value=\"\" eacflag=\"Fund3\" /> <input type=\"hidden\" eacflag=\"StockCode\" value=\" \" /><input type=\"hidden\" eacflag=\"StockFund\" value=\" \" /> <input type=\"hidden\" eacflag=\"StockMarket\" value=\" \" /><input type=\"hidden\" eacflag=\"YearlyEarningsRate3\" value=\" \" /> </td> </tr> <tr class=\"end\"></tr> </tbody> </table> </div>";
|
|
|
trHtml += " <div class=\"fif-con \"> <div class=\"fif-box grid-5\"> <label class=\"fif-text\">产品组合预期收益率：</label>";
|
|
|
trHtml += " <div class=\"input\"><span id=\"TotalRate" + index + "\" class=\"grid-4\" eacflag=\"TotalRate\"></span> <span class=\"ml10\">%</span> </div></div></div></div>"
|
|
|
|
|
|
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 += "<div class=\"item b-grayish Tageach\" id=\"ProductSelect" + index + "\" eacflag=\"ProductSelect\"><div class=\"fif-con mb10\">";
|
|
|
trHtml += "<div class=\"fif-box grid-4\"><label class=\"fif-text\">已完成规划：</label> <div class=\"input\">";
|
|
|
trHtml += "<span id=\"PlanId" + index + " \" class=\"\" eacflag=\"PlanId\"></span> </div></div>";
|
|
|
trHtml += "<div class=\"fif-box grid-6\"><label class=\"fif-text\"><i class=\"c-red\">*</i>方案所需投资收益率：</label>";
|
|
|
trHtml += " <div class=\"input\"> <span id=\"PlanRate" + index + "\" class=\"grid-4\" eacflag=\"PlanRate\"></span><span class=\"ml10\">%</span></div> </div>";
|
|
|
trHtml += "<a ></a></div>";
|
|
|
trHtml += "<div class=\"table\"> <table class=\"mb10\" id=\"ProductSelect" + index + "TabCashFund\" eacflag=\"ProductSelectTabCashFund\" width=\"100%\" border=\"0\" cellspacing=\"0\" cellpadding=\"0\">";
|
|
|
trHtml += " <tbody> <tr> <td width=\"83\" rowspan=\"2\" align=\"center\" class=\"c-white\" style=\"background-color: #63b2f4\">保值层</td>";
|
|
|
trHtml += "<td><span class=\"fl\">银行储蓄选择</span><div class=\"fif-con fr grid-10\"> <div class=\"fif-box grid-12\" style=\"margin-bottom:10px;\">";
|
|
|
trHtml += " <label class=\"fif-text\">活期：</label> <div class=\"input grid-11\">";
|
|
|
|
|
|
//银行选择
|
|
|
trHtml += "<span id=\"DemandDepositsBank" + index + "\" class=\"\" eacflag=\"DemandDepositsBank\"></span>"
|
|
|
|
|
|
trHtml += " <span id=\"DemandDepositsBankRate" + index + "\" class=\"\" eacflag=\"DemandDepositsBankRate\"></span> </div></div>";
|
|
|
trHtml += "<div class=\"fif-box grid-12\"> <label class=\"fif-text\">定期：</label><div class=\"input grid-11\">";
|
|
|
//银行选择定期
|
|
|
trHtml += "<span id=\"TimeDepositBank" + index + "\" class=\"\" eacflag=\"TimeDepositBank\"></span>";
|
|
|
//银行期限
|
|
|
trHtml += "<span id=\"TimeDepositBankTime" + index + "\" class=\"\" eacflag=\"TimeDepositBankTime\"></span>";
|
|
|
|
|
|
trHtml += "<span id=\"TimeDepositBankRate" + index + "\" class=\"\" eacflag=\"TimeDepositBankRate\"></span> </div> </div></div></td> </tr>";
|
|
|
trHtml += "<tr> <td> <span>基金产品选择</span> <span class=\"grid-4\">货币市场基金</span> ";
|
|
|
//货币基金
|
|
|
if (dom.Fund1 != 0) {
|
|
|
trHtml += "<div class=\"selected-list sib-list mt10\"> <div class=\"sib-item\" field=\"Fund1\"> </span> <div class=\"fif-form b-grayish\"> <span class=\"grid-3\" eacflag=\"CashCode\">小龙</span> <span class=\"grid-4\" eacflag=\"CashFund\">汇添富基金-汇添富社会责任股票</span> <span class=\"grid-2\" eacflag=\"CashMarket\">货币市场</span> <span class=\"grid-3\" eacflag=\"YearlyEarningsRate1\">151.15%</span> </div> </div> </div>";
|
|
|
} else {
|
|
|
trHtml += "<div class=\"selected-list sib-list mt10\"> <div class=\"sib-item\" field=\"Fund1\"></div></div>"
|
|
|
}
|
|
|
trHtml += "<input type=\"hidden\" id=\"Fund1" + index + "\" name=\"Fund1" + index + "\" value=\"\" eacflag=\"Fund1\" /> <input type=\"hidden\" eacflag=\"CashCode\" value=\" \" /><input type=\"hidden\" eacflag=\"CashFund\" value=\" \" /> <input type=\"hidden\" eacflag=\"CashMarket\" value=\" \" /><input type=\"hidden\" eacflag=\"YearlyEarningsRate1\" value=\" \" /> </td> </tr> <tr class=\"end\"></tr> </tbody> </table>";
|
|
|
trHtml += " <table class=\"mb10\" id=\"ProductSelect" + index + "TabBondFund\" eacflag=\"ProductSelectTabBondFund\" width=\"100%\" border=\"0\" cellspacing=\"0\" cellpadding=\"0\"> <tbody> <tr> <td width=\"83\" align=\"center\" class=\"c-white\" style=\"background-color: #2a91e6\">增值层</td>";
|
|
|
trHtml += "<td> <span>基金产品选择</span> <span class=\"grid-4\">债券型基金、混合型基金</span> ";
|
|
|
//债券基金
|
|
|
if (dom.Fund2 != 0) {
|
|
|
trHtml += "<div class=\"selected-list sib-list mt10\"> <div class=\"sib-item\" field=\"Fund2\"><div class=\"fif-form b-grayish\"> <span class=\"grid-3\" eacflag=\"BondCode\">小龙</span> <span class=\"grid-4\" eacflag=\"BondFund\">汇添富基金-汇添富社会责任股票</span> <span class=\"grid-2\" eacflag=\"BondMarket\">货币市场</span> <span class=\"grid-3\" eacflag=\"YearlyEarningsRate2\">151.15%</span> </div> </div> </div>";
|
|
|
} else {
|
|
|
trHtml += "<div class=\"selected-list sib-list mt10\"> <div class=\"sib-item\" field=\"Fund2\"></div></div>"
|
|
|
}
|
|
|
trHtml += " <input type=\"hidden\" name=\"Fund2\" id=\"Fund2" + index + "\" value=\"\" eacflag=\"Fund2\" class=\"eac\" /> <input type=\"hidden\" eacflag=\"BondCode\" value=\" \" /><input type=\"hidden\" eacflag=\"BondFund\" value=\" \" /> <input type=\"hidden\" eacflag=\"BondMarket\" value=\" \" /><input type=\"hidden\" eacflag=\"YearlyEarningsRate2\" value=\" \" /> </td> </tr> <tr class=\"end\"></tr> </tbody> </table>";
|
|
|
trHtml += "<table class=\"mb10\" id=\"ProductSelect" + index + "TabStockFund\" eacflag=\"ProductSelectTabStockFund\" width=\"100%\" border=\"0\" cellspacing=\"0\" cellpadding=\"0\"> <tbody> <tr> <td width=\"83\" rowspan=\"2\" align=\"center\" class=\"c-white\" style=\"background-color: #086cc1\">投机层</td>";
|
|
|
//p2p产品
|
|
|
trHtml += " <td> <span>P2P产品选择</span> <span class=\"grid-4\">P2P产品</span> ";
|
|
|
if (dom.P2PProduct != 0) {
|
|
|
trHtml += "<div class=\"selected-list sib-list mt10\"><div class=\"sib-item\" field=\"P2PProduct\"><span title=\"\"></span> <div class=\"fif-form b-grayish\"> <span class=\"\" eacflag=\"P2PName\" title=></span> <span class=\"grid-2\" eacflag=\"InvestmentField\" title=></span> <span class=\"grid-2\" eacflag=\"InvestmentCycle\" title=\"\"></span> <span class=\"grid-2\" eacflag=\"StartAmount\" title=></span> <span class=\"grid-2\" eacflag=\"EarningsRate\" title=\"\"></span> </div> </div></div>"
|
|
|
} else {
|
|
|
trHtml += "<div class=\"selected-list sib-list mt10\"> <div class=\"sib-item\" field=\"P2PProduct\"></div></div>"
|
|
|
}
|
|
|
trHtml += "<input type=\"hidden\" class=\"eac\" id=\"P2PProduct" + index + "\" value=\"0\" eacflag=\"P2PProduct\"><input type=\"hidden\" class=\"eac\" id=\"P2PProductRate" + index + "\" value=\"0\" eacflag=\"P2PProductRate\"></td></tr>";
|
|
|
|
|
|
|
|
|
trHtml += "<tr> <td> <span>基金产品选择</span> <span class=\"grid-4\">股票型基金</span> "
|
|
|
//股票基金
|
|
|
if (dom.Fund3 != 0) {
|
|
|
trHtml += "<div class=\"selected-list sib-list mt10\"> <div class=\"sib-item\" field=\"Fund3\"> <div class=\"fif-form b-grayish\"> <span class=\"grid-3\" eacflag=\"StockCode\">小龙</span> <span class=\"grid-4\" eacflag=\"StockFund\">汇添富基金-汇添富社会责任股票</span> <span class=\"grid-2\" eacflag=\"StockMarket\">货币市场</span> <span class=\"grid-3\" eacflag=\"YearlyEarningsRate3\">151.15%</span> </div> </div> </div>";
|
|
|
} else {
|
|
|
trHtml += "<div class=\"selected-list sib-list mt10\"> <div class=\"sib-item\" field=\"Fund3\"></div></div>"
|
|
|
}
|
|
|
trHtml += " <input type=\"hidden\" id=\"Fund3" + index + "\" name=\"Fund3'\" value=\"\" eacflag=\"Fund3\" /> <input type=\"hidden\" eacflag=\"StockCode\" value=\" \" /><input type=\"hidden\" eacflag=\"StockFund\" value=\" \" /> <input type=\"hidden\" eacflag=\"StockMarket\" value=\" \" /><input type=\"hidden\" eacflag=\"YearlyEarningsRate3\" value=\" \" /> </td> </tr> <tr class=\"end\"></tr> </tbody> </table> </div>";
|
|
|
trHtml += " <div class=\"fif-con \"> <div class=\"fif-box grid-5\"> <label class=\"fif-text\">产品组合预期收益率：</label>";
|
|
|
trHtml += " <div class=\"input\"><span id=\"TotalRate" + index + "\" class=\"grid-4\" eacflag=\"TotalRate\"></span> </div></div></div></div>"
|
|
|
|
|
|
|
|
|
$("#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 + " %");
|
|
|
|
|
|
if (dom.BankTimeView==null) {
|
|
|
$("#ProductSelect" + index).find("span[eacflag='TimeDepositBank']").text("");
|
|
|
} else {
|
|
|
$("#ProductSelect" + index).find("span[eacflag='TimeDepositBank']").text(dom.BankTimeView);
|
|
|
}
|
|
|
|
|
|
|
|
|
var TimeDepositBankTime = EnumConvert.YearSelectConvet(dom.TimeDepositBankTime);
|
|
|
if (TimeDepositBankTime == "" || TimeDepositBankTime==null) {
|
|
|
$("#ProductSelect" + index).find("span[eacflag='TimeDepositBankTime']").text("");
|
|
|
} else {
|
|
|
$("#ProductSelect" + index).find("span[eacflag='TimeDepositBankTime']").text(TimeDepositBankTime);
|
|
|
}
|
|
|
|
|
|
if (dom.TimeDepositBankRate==null) {
|
|
|
$("#ProductSelect" + index).find("span[eacflag='TimeDepositBankRate']").text( " %");
|
|
|
} else {
|
|
|
$("#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);
|
|
|
$("#ProductSelect" + index).find("span[eacflag='TotalRate']").text(dom.TotalRate+" %");
|
|
|
//将其赋值到隐藏域里面
|
|
|
////货币基金
|
|
|
//$("#ProductSelect" + index).find("input[eacflag='CashCode']").val(dom.CashCode);
|
|
|
//$("#ProductSelect" + index).find("input[eacflag='CashFund']").val(dom.CashFund);
|
|
|
//$("#ProductSelect" + index).find("input[eacflag='CashMarket']").val(dom.CashMarket);
|
|
|
//$("#ProductSelect" + index).find("input[eacflag='YearlyEarningsRate1']").val(dom.YearlyEarningsRate1);
|
|
|
//// 债券型基金
|
|
|
//$("#ProductSelect" + index).find("input[eacflag='BondCode']").val(dom.BondCode);
|
|
|
//$("#ProductSelect" + index).find("input[eacflag='BondFund']").val(dom.BondFund);
|
|
|
//$("#ProductSelect" + index).find("input[eacflag='BondMarket']").val(dom.BondMarket);
|
|
|
//$("#ProductSelect" + index).find("input[eacflag='YearlyEarningsRate2']").val(dom.YearlyEarningsRate2);
|
|
|
////股票型基金
|
|
|
//$("#ProductSelect" + index).find("input[eacflag='StockCode']").val(dom.StockCode);
|
|
|
//$("#ProductSelect" + index).find("input[eacflag='StockFund']").val(dom.StockFund);
|
|
|
//$("#ProductSelect" + index).find("input[eacflag='StockMarket']").val(dom.StockMarket);
|
|
|
//$("#ProductSelect" + index).find("input[eacflag='YearlyEarningsRate3']").val(dom.YearlyEarningsRate3);
|
|
|
|
|
|
//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}: <b>{point.percentage:.1f}%</b>'
|
|
|
},
|
|
|
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: "/Student/TaxPlan/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: "/Student/DistributionOfProperty/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 += "<div class=\"sib-item\">";
|
|
|
trHtml += "<span id=\"closeId\"></span>";
|
|
|
trHtml += "<div class=\"fif-form\">";
|
|
|
trHtml += "<div class=\"fif-box\">";
|
|
|
trHtml += "<label class=\"fif-text\">姓 名</label>";
|
|
|
trHtml += "<div class=\"input\"><span id=\"Distribution_name_{4}\" name=\"Distribution_detail_name\" class=\"\" type=\"text\" value='{0}' >{0}</span></div>";
|
|
|
trHtml += "</div>";
|
|
|
trHtml += "<div class=\"fif-box\">";
|
|
|
trHtml += "<label class=\"fif-text\">年 龄</label>";
|
|
|
trHtml += "<div class=\"input\"><span id=\"Distribution_age_{4}\" name=\"Distribution_detail_age\" class=\"\" type=\"text\" value='{1}' >{1}</span><span class=\"ml10\">岁</span></div>";
|
|
|
trHtml += "</div>";
|
|
|
trHtml += "<div class=\"fif-box\">";
|
|
|
trHtml += "<label class=\"fif-text\">与客户关系</label>";
|
|
|
trHtml += "<div class=\"input\"><span id=\"Distribution_relation_{4}\" name=\"Distribution_detail_relation\" class=\"\" type=\"text\" value='{2}'>{2}</span></div>";
|
|
|
trHtml += "</div>";
|
|
|
trHtml += "<div class=\"fif-box\">";
|
|
|
trHtml += "<label class=\"fif-text\">年收入</label>";
|
|
|
trHtml += "<div class=\"input\"><span id=\"Distribution_income_{4}\" name=\"Distribution_detail_income\" class=\"\" type=\"text\" value='{3}'>{3}</span><span class=\"ml10\">元</span></div>";
|
|
|
trHtml += "</div></div></div>";
|
|
|
|
|
|
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: "/Student/Heritage/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 += '<div id="EducationList' + Nums + '" field="EducationList" class="itemBox js_itemboxs" style="border-bottom:1px solid #d7d7d7;">';
|
|
|
html += '<div class="item-title b-gray">';
|
|
|
html += '<strong><i class="c-red">*</i>教育阶段选择 </strong>';
|
|
|
html += '<span id="EduStage' + Nums + '" class="" style="width:110px;" field="EduStage"></span>'
|
|
|
html += '</div>';
|
|
|
html += ' <div class="fif-form fif-form3 grid-7">';
|
|
|
html += '<div class="fif-box w100">';
|
|
|
html += '<label class="fif-text"><i class="c-red">*</i>求学年龄：</label>';
|
|
|
html += '<div class="input"><span id="EduAge' + Nums + '" field="EduAge" style="" class=""></span><span class="ml10">岁</span></div>';
|
|
|
html += '</div>';
|
|
|
html += '<div class="fif-box w100">';
|
|
|
html += '<label class="fif-text"><i class="c-red">*</i>求学时间：</label>';
|
|
|
html += '<div class="input"><span id="EduTime' + Nums + '" class="" style="" field="EduTime"></span><span class="ml10">年</span></div>';
|
|
|
html += '</div>';
|
|
|
html += '<div class="fif-box w100">';
|
|
|
html += '<label class="fif-text"><i class="c-red">*</i>目前学费：</label>';
|
|
|
html += '<div class="input"><span id="Tuition' + Nums + '" class="" style="" field="Tuition"></span><span class="ml10">元/年</span></div>';
|
|
|
html += '</div>';
|
|
|
html += '<div class="fif-box w100">';
|
|
|
html += '<label class="fif-text">上学时学费：</label>';
|
|
|
html += '<div class="input"><span id="EduTuition' + Nums + '" class="" field="EduTuition"></span><span class="ml10">元/年</span></div></div>';
|
|
|
|
|
|
html += '<div class="fif-box w100">';
|
|
|
html += '<label class="fif-text" style="font-size:16px;font-weight:600;height:50px;padding-top:20px;margin-left:30px;">上学前需准备的总学费：</label>';
|
|
|
html += '<div class="input"><span style="font-size:20px;font-weight:600;height:50px;padding-top:20px;color:#f87608;" id="TotalTuition' + Nums + '" class="" field="TotalTuition"></span><span class="ml10">元</span></div></div>';
|
|
|
|
|
|
|
|
|
html += '</div>';
|
|
|
html += '<p class="clear"></p>';
|
|
|
html += '<input type="hidden" value="' + Nums + '" id="NUM' + Nums + '"/>';
|
|
|
html += '<input type="hidden" value="0" id="IDN' + Nums + '" field="IDN" /></div>';
|
|
|
|
|
|
if (Nums < 4) {
|
|
|
$("#LifeEducationPlanPart1").append(html);
|
|
|
} else {
|
|
|
$("#LifeEducationPlanPartSub01").append(html);
|
|
|
}
|
|
|
//$("#TagSpan").prev().after(html);
|
|
|
}
|
|
|
|
|
|
//打印当前页面
|
|
|
function PrintPage() {
|
|
|
$("#printCover").show();
|
|
|
$(".btn").hide();
|
|
|
$(".main-hd").before("<div name=\"newLineDiv\" style=\"page-break-after: always\"></div>");
|
|
|
$(".main-bd").after("<div name=\"newLineDiv\" style=\"page-break-after: always\"></div>");
|
|
|
var options = {
|
|
|
callBackFunc: function () {
|
|
|
$("#printCover").hide();
|
|
|
$(".btn").show();
|
|
|
$("div[name='newLineDiv']").remove();
|
|
|
}
|
|
|
};
|
|
|
$("#PreviewIndexDiv").printArea(options);
|
|
|
return;
|
|
|
};
|
|
|
|