Quotation sheet automatic generation method and device, equipment and storage medium

Abstract

The application relates to the field of artificial intelligence, and discloses a quotation sheet automatic generation method, device, equipment and storage medium. The method comprises the following steps: obtaining a quotation work item created by a user, and associating the quotation work item with a business work item and a user story interface respectively; obtaining customer information in the business work item, and obtaining customer information in user story data through the user story interface; judging whether the customer information in the user story data is the same as the customer information in the business work item; if yes, reading a preset quotation sheet template, filling the user story data into the quotation sheet template, and generating a quotation sheet. According to the embodiment of the application, the quotation work item is associated with the business work item and the user story data respectively, so that the generation of the quotation sheet of each business work item corresponding to the user demand to be quoted is realized, the quotation sheet generation efficiency is improved, and the labor cost and time cost are saved.

Description

Technical Field

[0001] This application relates to the field of artificial intelligence, and more particularly to a method, apparatus, device, and storage medium for automatically generating quotations. Background Technology

[0002] Project management includes the management of the software lifecycle, which comprises feasibility analysis and project development planning, requirements analysis, overall design, detailed design, coding, unit testing, integration testing, and maintenance. Upon completion of the software project and during delivery, it is necessary to settle project costs for each stage of the software lifecycle.

[0003] Currently, due to the collaboration of multiple departments and the dispersion of data from various software version iterations during project development, companies typically organize relevant stakeholders to break down the workload of each function at each stage of the software lifecycle in order to settle project costs. The project manager then considers the project delivery risks and finally outputs the project delivery cost. The whole process is lengthy and the cost calculation is complex, which requires excessive resource investment and time costs. Summary of the Invention

[0004] In view of this, in order to overcome the shortcomings of the prior art, embodiments of this application provide a method, apparatus, device and storage medium for automatically generating quotation sheets.

[0005] In a first aspect, embodiments of this application provide a method for automatically generating a quotation, including:

[0006] Retrieve user-created quote work items and associate each quote work item with a business work item and a user story interface, respectively.

[0007] Obtain customer information from the business work items, and obtain customer information from the user story data through the user story interface; wherein, the status of the user story in the user story data is either pending quote or quoted;

[0008] Determine whether the customer information in the user story data is the same as the customer information in the business activity item;

[0009] If the customer information in the user story data is the same as the customer information in the business task, then the preset quotation template is read, the user story data is filled into the quotation template, and a quotation is generated.

[0010] In an optional implementation, after associating the quote work item with the business work item and the user story interface respectively, the method further includes:

[0011] Modify network requests by listening to user status updates through a custom plugin;

[0012] Modify the network request based on the status, change the status of the quotation work item to quotation generation, and return the current status of the quotation work item to the custom plugin so that the custom plugin can obtain user story data through the user story interface.

[0013] In an optional implementation, the method further includes:

[0014] If the customer information in the user story data is different from the customer information in the business task, a corresponding prompt message will be sent and the quotation task will be terminated.

[0015] In an optional implementation, before populating the quote template with the user story data, the method further includes:

[0016] Detect whether the user story data is abnormal;

[0017] If so, add a corresponding prompt message to the quotation work item and change the status of the quotation work item to "Quotation generation failed";

[0018] If not, then populate the quotation template with the user story data.

[0019] In an optional implementation, after generating the quotation, the following steps are also included:

[0020] Receive quotation upload requests from custom plugins and determine whether the file reading plugin is currently enabled in the business system;

[0021] If so, the quotation is read through the file reading plugin, and then the quotation is displayed through the associated web page interface in the business system, and the status of the quotation work item is changed to "quotation has been generated".

[0022] If not, a corresponding prompt message will be sent, and the status of the quotation work item will be changed to "Quotation generation failed".

[0023] In an optional implementation, after linking the quotation to a pre-defined webpage interface in the business system to display the quotation through the webpage interface, the method further includes:

[0024] When the customer information corresponding to the quotation work item is detected to contain quotation information, the quotation information is obtained, the quotation information is added to the quotation form, and the quotation form after adding the quotation information is updated and displayed on the web page interface; wherein, the quotation information includes quotation hours and quotation amount.

[0025] In an optional implementation, the method further includes:

[0026] If no quotation information is detected in the customer information corresponding to the quotation work item, a corresponding prompt message is added to the quotation work item, and the status of the quotation work item is changed to "Quotation has been generated".

[0027] Secondly, embodiments of this application provide an automatic quotation generation device, comprising:

[0028] The association module is used to obtain the quotation work items created by the user and associate the quotation work items with the business work items and the user story interface respectively;

[0029] The acquisition module is used to acquire customer information from the business work items and to acquire customer information from the user story data through the user story interface; wherein, the status of the user story in the user story data is either pending quotation or already quoted;

[0030] The judgment module is used to determine whether the customer information in the user story data is the same as the customer information in the business work item;

[0031] The generation module is used to read a preset quotation template, fill the quotation template with the user story data, and generate a quotation if the customer information in the user story data is the same as the customer information in the business work item.

[0032] Thirdly, embodiments of this application provide a computer device, the computer device including a processor and a memory, the memory storing a computer program, and the processor executing the computer program to implement the aforementioned automatic quotation generation method.

[0033] Fourthly, embodiments of this application provide a computer storage medium storing a computer program, which, when executed on a processor, implements the aforementioned automatic quotation generation method.

[0034] The embodiments of this application have the following beneficial effects:

[0035] This application provides an automatic quotation generation method. The method includes: acquiring user-created quotation work items; associating each quotation work item with a business work item and a user story interface; acquiring customer information from the business work items and obtaining customer information from user story data through the user story interface; determining whether the customer information in the user story data is the same as the customer information in the business work items; if the customer information in the user story data is the same as the customer information in the business work items, then reading a preset quotation template, filling the quotation template with user story data, and generating a quotation. This application, by associating quotation work items with business work items and user story data respectively, enables the generation of quotations for each business work item corresponding to the user's needs for quotation. This eliminates the need for technical personnel to break down the business workload of each lifecycle stage of the project according to user needs and then generate quotations for each lifecycle stage accordingly; thus, it improves quotation generation efficiency and saves labor and time costs. Attached Figure Description

[0036] To more clearly illustrate the technical solutions of this application, the accompanying drawings used in the embodiments will be briefly described below. It should be understood that the following drawings only show some embodiments of this application and should not be considered as a limitation on the scope of protection of this application. In the various drawings, similar components are numbered similarly.

[0037] Figure 1 This illustration shows a schematic diagram of the first implementation of the automatic quotation generation method in this application.

[0038] Figure 2 A schematic diagram of a second embodiment of the automatic quotation generation method in this application is shown;

[0039] Figure 3 A schematic diagram of a third embodiment of the automatic quotation generation method in this application is shown;

[0040] Figure 4 This illustration shows a fourth embodiment of the automatic quotation generation method in this application.

[0041] Figure 5 This shows a first structural schematic diagram of the automatic quotation generation device in an embodiment of this application;

[0042] Figure 6 This shows a second structural schematic diagram of the automatic quotation generation device in an embodiment of this application;

[0043] Figure 7 The third structural schematic diagram of the automatic quotation generation device in the embodiments of this application is shown. Detailed Implementation

[0044] The technical solutions in the embodiments of this application will be clearly and completely described below with reference to the accompanying drawings. Obviously, the described embodiments are only some embodiments of this application, and not all embodiments.

[0045] The components of the embodiments of this application described and illustrated in the accompanying drawings can be arranged and designed in a variety of different configurations. Therefore, the following detailed description of the embodiments of this application provided in the drawings is not intended to limit the scope of the claimed application, but merely to illustrate selected embodiments of the application. All other embodiments obtained by those skilled in the art based on the embodiments of this application without inventive effort are within the scope of protection of this application.

[0046] In the following, the terms “comprising,” “having,” and their cognates, which may be used in various embodiments of this application, are intended only to indicate a particular feature, number, step, operation, element, component, or combination thereof, and should not be construed as excluding, firstly, the presence of one or more other features, numbers, steps, operations, elements, components, or combinations thereof, or adding the possibility of one or more features, numbers, steps, operations, elements, components, or combinations thereof.

[0047] Furthermore, the terms "first," "second," and "third" are used only to distinguish descriptions and should not be interpreted as indicating or implying relative importance.

[0048] Unless otherwise specified, all terms used herein (including technical and scientific terms) shall have the same meaning as commonly understood by one of ordinary skill in the art to which the various embodiments of this application pertain. Terms (such as those defined in commonly used dictionaries) shall be interpreted as having the same meaning as in their contextual meaning in the relevant technical field and shall not be construed as having an idealized or overly formal meaning, unless clearly defined in the various embodiments of this application.

[0049] This application provides a method for automatically generating quotations. By associating the created quotation work items with the business work items to be quoted and user story data respectively, and then generating the quotation, the method automatically generates quotations for business work items corresponding to various functions of user needs, thereby improving the efficiency of quotation generation.

[0050] Specifically, the embodiments of this application can be implemented based on terminal devices with data storage and visualization functions, such as servers or computer equipment.

[0051] This embodiment uses a server as an example for illustration. The server is equipped with a business system and various functional plugins. The business system can be, but is not limited to, a development business system for project development, a business management system for handling business processes, etc. The functional plugins can be custom plugins or pre-set plugins running on a system platform specified by the program.

[0052] Please refer to Figure 1 The method will now be explained in detail.

[0053] S10: Obtain the quote work item created by the user, and associate the quote work item with the business work item and the user story interface respectively.

[0054] For example, if a user has a quotation requirement, they send a quotation work item creation request to the server, so that the server can create the quotation work item through the quotation work item creation request and send a corresponding prompt message after the quotation work item is created. The server's backend interface can then intercept the prompt message indicating that the quotation work item has been successfully created in order to obtain the newly created quotation work item.

[0055] In this embodiment, a user-created quotation work item is obtained, which is a quotation process. Then, the quotation work item is associated with both a business work item and a user story interface. The business work item is the work item to be quoted; the corresponding user story data from the business system is obtained through the user story interface. The user story data consists of brief descriptive statements used to confirm the user and their needs.

[0056] Associating the quotation work item with both the business work item and the user story interface means linking the quotation process with the business work item to be quoted and the user requirement corresponding to the business work item, so that a quotation for the work item to be quoted associated with the user requirement can be generated through the quotation work item.

[0057] S20: Obtain customer information from business work items and retrieve customer information from user story data through the user story interface.

[0058] S30, determine whether the customer information in the user story data is the same as the customer information in the business activity item.

[0059] S40, if the customer information in the user story data is the same as the customer information in the business work item, then read the preset quotation template, fill the quotation template with the user story data, and generate a quotation.

[0060] As an example, a custom plugin acquires customer information for business work items and user story data and its customer information through a user story interface. The user story data contains user story data in a state of "awaiting a quote" or "already quoted." It then determines whether the customer information in the acquired user story data matches the customer information in the business work item associated with the quoting work item. If the customer information in the acquired user story data matches the customer information in the business work item, a preset quote template is read to generate a quote; that is, user story data with the same customer information as the business work item and a state of "awaiting a quote" or "already quoted" is acquired to generate a quote. Therefore, this embodiment can automatically implement the generation and updating of quotes for business work items awaiting quotes.

[0061] In this embodiment, a user story data is populated into a preset quotation template by reading the quotation template, and a quotation for the user story is generated accordingly.

[0062] The process of populating a quote template with user story data is to establish a relationship between the user story data and the quote template, thereby generating a quote corresponding to the user story data.

[0063] Specifically, user story data can be preprocessed, including word segmentation, filtering, classification, and format conversion. Word segmentation involves segmenting the descriptive statements in the user story data to facilitate the subsequent filtering process to remove predetermined words from the user story data. The user story data is then classified according to the dimensions or types of word segmentation and converted into the data format type specified in the quotation template.

[0064] Then, the preprocessed user story data is added to the designated positions in the quotation template according to the data dimensions or categories of each data.

[0065] As an example, this quotation template can be pre-set according to different customer information, and its specific settings should be adjusted according to the actual situation. No restrictions are imposed here.

[0066] Optionally, the quotation can be stored in XLSX and JSON spreadsheet formats.

[0067] In one embodiment, this embodiment further includes: S50, if the customer information in the user story data is different from the customer information of the business work item, then send the corresponding prompt information to the server and end the quotation work item.

[0068] It is understandable that when user story data that matches the customer information corresponding to the business task is obtained, a quotation can be generated through a custom plugin. However, if the corresponding user story data is not obtained, the process of the quotation task will be terminated, and the status of the quotation task will be changed to quotation generation failure.

[0069] In one embodiment, after step S10, as Figure 2 As shown, this embodiment also specifically includes the following steps:

[0070] S61 uses a custom plugin to listen for and modify network requests sent by users to change their status.

[0071] S62, modify the network request based on the status, change the status of the quotation work item to quotation generation, and return the current status of the quotation work item to the custom plugin so that the custom plugin can obtain user story data through the user story interface.

[0072] After a user applies to create a quotation work item, upon receiving a success message, they can then request to modify the status of the quotation work item so that the quotation work item can begin the quotation process. This is achieved by the server backend generating and sending a network request to modify the status of the quotation work item.

[0073] This embodiment uses a custom plugin to listen for user-sent status modification network requests, and then modifies the status of the quotation work item accordingly based on these status modification network requests.

[0074] A custom plugin's replacement function is used to intercept request information sent internally by the server in order to monitor the state and modify network requests.

[0075] When the network request to modify the status is intercepted, the current status of the quotation work item is changed to "Quote Generation in Progress". This allows the custom plugin to perform subsequent quotation generation operations based on the "Quote Generation in Progress" status of the quotation work item.

[0076] As an optional implementation, in this embodiment, after step S20, the method further includes: detecting whether the user story data is abnormal data; if it is determined that the user story data is abnormal data, adding corresponding prompt information to the quotation work item and changing the status of the quotation work item to quotation generation failure; if it is determined that the user story data is not abnormal data, filling the quotation template with the user story data.

[0077] As an example, before populating the quotation template with user story data, anomaly detection of the user story data is required to determine whether the user story data contains anomalous data or whether the user story data is anomalous.

[0078] In this embodiment, user story data is character-based data; abnormal data is non-character-based data, including but not limited to numerical data.

[0079] As an optional implementation, when detecting abnormal data in user story data, the page return result after performing logical operations on each field or other preset fields in the user story data using logical operators can be used to determine whether each field is non-character data. The logical operators can be AND or OR.

[0080] Specifically, if the returned pages are normal and the results are consistent after performing AND and OR operations on the field and the preset field respectively, then the field is character data; otherwise, the field is non-character data.

[0081] Furthermore, if it is determined that all fields in the user story data are character data, it means that the user story data does not contain abnormal data, and the user story data can be filled into the preset quotation template.

[0082] If it is determined that the user story data contains non-character data in each field or that all fields are non-character data, then a corresponding prompt message is added to the quotation work item, and the status of the quotation work item is changed to quotation generation failure, so as to end the execution process of the quotation work item; the prompt message indicates that the user story data is abnormal data.

[0083] As an optional implementation method, such as Figure 3 As shown, this embodiment, after generating the quotation, also includes:

[0084] S71 receives a quotation upload request from a custom plugin and determines whether the file reading plugin is currently enabled in the business system.

[0085] S72, if the business system currently has a file reading plugin enabled, the quotation will be read through the file reading plugin and then displayed through the associated web page interface in the business system, and the status of the quotation work item will be changed to "quotation has been generated".

[0086] S73, if the file reading plugin is not currently enabled in the business system, a corresponding prompt message will be sent, and the status of the quotation work item will be changed to quotation generation failure.

[0087] In this embodiment, after a quotation is generated by the custom plugin, it is stored in the custom plugin's workspace. Upon receiving a quotation upload request from the custom plugin, the business system uses the file reading function of the file reading plugin to read the quotation from the custom plugin's workspace and uploads it to the business system's web interface for display.

[0088] Furthermore, before reading the quotation, the system first checks whether the file reading plugin is enabled in the business system, that is, whether the file reading function is enabled. If the file reading plugin is confirmed to be enabled, the quotation is read through the plugin, and the quotation is associated with a preset web interface in the business system to display the quotation through the associated web interface. After successfully displaying the quotation, the status of the quotation item is changed to "Quotation Successful".

[0089] As an example, a quotation can be read using the ExcelJS module in the file reading plugin. After reading the quotation, it can be processed according to the predefined syntax rules in the ExcelJS module, such as writing data. ExcelJS is a Node.js module that can be used to read, write, and manipulate XLSX and JSON spreadsheet data and styles.

[0090] It is understandable that if the business system does not enable the file reading plugin, it cannot read the quotation, and thus sends a corresponding prompt message (to the server) indicating that the file reading plugin is not enabled, thereby changing the status of the quotation work item to quotation generation failure, and ending the quotation work item.

[0091] In one implementation, such as Figure 4 As shown, this embodiment also specifically includes the following steps:

[0092] S81: When it is detected that the customer information corresponding to the quotation work item contains quotation information, the quotation information is obtained, the quotation information is added to the quotation form, and the quotation form after adding the quotation information is updated and displayed on the web page.

[0093] S82, if no quotation information is detected in the customer information corresponding to the quotation work item, add corresponding prompt information to the quotation work item and change the status of the quotation work item to "Quotation has been generated".

[0094] For example, if the customer information corresponding to the quotation work item is found to contain quotation information, then the quotation information is added to the quotation form. The quotation information is the quotation information corresponding to the business work item that needs to be quoted, and the quotation information specifically includes, but is not limited to, the quotation hours and the quotation amount.

[0095] Specifically, the file reading plugin reads the quotation, and then the ExcelJS module manipulates and writes the corresponding quotation information into the quotation. The quotation with added quotation information is then updated and displayed on the corresponding web page, and the status of the quotation work item is changed to "Quotation generated", thereby realizing the updating and display of the quotation.

[0096] As an optional implementation, before adding the quotation information to the quotation sheet, this embodiment also calculates the quotation amount for each business work item to be quoted using a preset calculation model, so that the calculated quotation amount is added to the quotation sheet accordingly.

[0097] In this embodiment, if no quotation information is detected, a prompt message indicating "No quotation information" is added to the quotation work item, and the status of the quotation work item is changed to "Quotation has been generated." It should be understood that adding quotation information is an update process after the quotation is generated; it does not mean that the generation of the quotation is complete only after a quotation with quotation information has been generated.

[0098] Furthermore, this embodiment can detect in real time whether there is quotation information or whether the quotation information has been updated. When quotation information or quotation information updates are detected, the current quotation information is added to the generated quotation to achieve real-time updating of the quotation.

[0099] The automatic quotation generation method provided in this embodiment has three aspects: First, by associating quotation work items with business work items and user story data, it generates quotations for each business work item corresponding to the user's needs to be quoted. This eliminates the need for technical personnel to break down the business workload of each lifecycle stage of the project based on user needs and then generate quotations for each lifecycle stage accordingly, thereby improving the efficiency of quotation generation and saving labor and time costs. Second, this embodiment can subsequently update and display the created quotation in real time through the quotation information corresponding to each business work item. Moreover, the entire process can be implemented through custom plugins, improving the efficiency and accuracy of quotation output and avoiding errors in manual calculation. Third, since the quotation is generated based on each business work item and user story data during the project development process, it can be used to trace the cost settlement of the corresponding business work items and view the background of the corresponding user needs.

[0100] Please refer to Figure 5 This application provides an automatic quotation generation device, which includes:

[0101] The association module 51 is used to obtain the quotation work item created by the user and associate the quotation work item with the business work item and the user story interface respectively;

[0102] The acquisition module 52 is used to acquire customer information from the business work item and acquire customer information from the user story data through the user story interface; wherein, the status of the user story in the user story data is either pending quotation or already quoted;

[0103] The judgment module 53 is used to determine whether the customer information in the user story data is the same as the customer information in the business work item;

[0104] The generation module 54 is used to read a preset quotation template, fill the quotation template with the user story data, and generate a quotation if the customer information in the user story data is the same as the customer information in the business work item.

[0105] Further optional, such as Figure 6 As shown, the automatic quotation generation device also includes:

[0106] The receiving module 55 is used to receive quotation upload requests from custom plugins and determine whether the file reading plugin is currently enabled in the business system.

[0107] Display module 56 is used to read the quotation through the file reading plugin if the business system currently has a file reading plugin enabled, and then display the quotation through the associated web page interface in the business system, and modify the status of the quotation work item to "quotation has been generated";

[0108] The sending module 57 is used to send a corresponding prompt message if the file reading plugin is not currently enabled in the business system, and change the status of the quotation work item to quotation generation failure.

[0109] Further optional, such as Figure 7 As shown, the automatic quotation generation device also includes:

[0110] The update module 58 is used to obtain the quotation information when it detects that the customer information corresponding to the quotation work item contains quotation information, add the quotation information to the quotation form, and update and display the quotation form after adding the quotation information on the web page interface; wherein, the quotation information includes quotation hours and quotation amount;

[0111] The prompt module 59 is used to add corresponding prompt information to the quotation work item and modify the status of the quotation work item to "quotation has been generated" when no quotation information is detected in the customer information corresponding to the quotation work item.

[0112] It is understood that the apparatus in this embodiment corresponds to the automatic quotation generation method in the above embodiments, and the options in the above embodiments are also applicable to this embodiment, so they will not be described again here.

[0113] This application also provides a computer device, which may be, but is not limited to, a desktop computer, laptop, smartphone, tablet, etc., and its form is not limited, mainly depending on whether it needs to support the interface display function of a browser webpage. Exemplarily, the computer device includes a processor and a memory, wherein the memory stores a computer program, and the processor runs the computer program to cause the computer device to execute the automatic quotation generation method of this application. This method associates quotation work items with business work items and user story data respectively, thereby generating quotations for each business work item corresponding to the user's needs to be quoted. This eliminates the need for technicians to break down the business workload of each lifecycle stage of the project according to user needs and then generate quotations for each lifecycle stage accordingly; thus, it improves the efficiency of quotation generation and saves labor and time costs.

[0114] The processor can be an integrated circuit chip with signal processing capabilities. The processor can be a general-purpose processor, including at least one of a Central Processing Unit (CPU), Graphics Processing Unit (GPU), Network Processor (NP), Digital Signal Processor (DSP), Application-Specific Integrated Circuit (ASIC), Field-Programmable Gate Array (FPGA), or other programmable logic devices, discrete gate or transistor logic devices, or discrete hardware components. The general-purpose processor can be a microprocessor or any conventional processor, capable of implementing or executing the methods, steps, and logic block diagrams disclosed in the embodiments of this application.

[0115] The memory can be, but is not limited to, Random Access Memory (RAM), Read Only Memory (ROM), Programmable Read-Only Memory (PROM), Erasable Programmable Read-Only Memory (EPROM), and Electrically Erasable Programmable Read-Only Memory (EEPROM). The memory stores computer programs, and the processor, upon receiving execution instructions, can execute the computer programs accordingly.

[0116] Furthermore, this application also provides a computer storage medium for storing the computer program used in the aforementioned computer device, wherein, when the computer program is executed on a processor, it implements the automatic quotation generation method of the above embodiments. The method includes: obtaining a user-created quotation work item; associating the quotation work item with a business work item and a user story interface respectively; obtaining customer information from the business work item and obtaining customer information from user story data through the user story interface; wherein the status of the user story in the user story data is either pending quotation or already quotated; determining whether the customer information in the user story data is the same as the customer information in the business work item; if the customer information in the user story data is the same as the customer information in the business work item, then reading a preset quotation template, filling the quotation template with the user story data, and generating a quotation.

[0117] It is understood that the optional features in the automatic quotation generation method of the above embodiment are also applicable to this embodiment, so they will not be described again here.

[0118] For example, the computer storage medium may include, but is not limited to, various media capable of storing program code, such as USB flash drives, portable hard drives, read-only memory (ROM), random access memory (RAM), magnetic disks, or optical disks.

[0119] In the several embodiments provided in this application, it should be understood that the disclosed apparatus and methods can also be implemented in other ways. The apparatus embodiments described above are merely illustrative. For example, the flowcharts and block diagrams in the accompanying drawings show the architecture, functionality, and operation of possible implementations of apparatus, methods, and computer program products according to various embodiments of this application. In this regard, each block in a flowchart or block diagram may represent a module, segment, or portion of code containing one or more executable instructions for implementing a specified logical function. It should also be noted that, in alternative implementations, the functions marked in the blocks may occur in a different order than those marked in the drawings. For example, two consecutive blocks may actually be executed substantially in parallel, and they may sometimes be executed in reverse order, depending on the functions involved. It should also be noted that each block in the block diagram and / or flowchart, and combinations of blocks in the block diagram and / or flowchart, can be implemented using a dedicated hardware-based system that performs the specified function or action, or using a combination of dedicated hardware and computer instructions.

[0120] In addition, the functional modules or units in the various embodiments of this application can be integrated together to form an independent part, or each module can exist independently, or two or more modules can be integrated to form an independent part.

[0121] If the aforementioned functions are implemented as software functional modules and sold or used as independent products, they can be stored in a computer-readable storage medium. Based on this understanding, the technical solution of this application, in essence, or the part that contributes to the prior art, or a part of the technical solution, can be embodied in the form of a software product. This computer software product is stored in a storage medium and includes several instructions to cause a computer device (which may be a smartphone, personal computer, server, or network device, etc.) to execute all or part of the steps of the methods described in the various embodiments of this application.

[0122] The above description is merely a specific embodiment of this application, but the scope of protection of this application is not limited thereto. Any changes or substitutions that can be easily conceived by those skilled in the art within the scope of the technology disclosed in this application should be included within the scope of protection of this application.

Claims

1. A method for automatically generating quotation sheets, characterized in that, include: Retrieve user-created quote work items and associate each quote work item with a business work item and a user story interface, respectively. A custom plugin listens for user-sent status modification network requests; upon intercepting such a request, the status of the quotation work item is changed to "Quote Generation in Progress" based on the request, so that the custom plugin can perform subsequent quotation generation operations according to the "Quote Generation in Progress" status of the quotation work item. The system retrieves customer information from the business task item and returns the current status of the quotation task item to the custom plugin, enabling the custom plugin to retrieve customer information from the user story data through the user story interface; wherein the status of the user story in the user story data is either pending quotation or already quotated; Determine whether the customer information in the user story data is the same as the customer information in the business activity item; If the customer information in the user story data is the same as the customer information in the business task, then the preset quotation template is read, the user story data is filled into the quotation template, and a quotation is generated.

2. The method for automatically generating a quotation according to claim 1, characterized in that, Also includes: If the customer information in the user story data is different from the customer information in the business task, a corresponding prompt message will be sent and the quotation task will be terminated.

3. The method for automatically generating a quotation according to claim 1, characterized in that, Before populating the quotation template with the user story data, the method further includes: Detect whether the user story data is abnormal; If so, add a corresponding prompt message to the quotation work item and change the status of the quotation work item to "Quotation generation failed"; If not, then populate the quotation template with the user story data.

4. The method for automatically generating a quotation according to any one of claims 1 to 3, characterized in that, After generating the quotation, the following is also included: Receive quotation upload requests from custom plugins and determine whether the file reading plugin is currently enabled in the business system; If so, the quotation is read through the file reading plugin, and then the quotation is displayed through the associated web page interface in the business system, and the status of the quotation work item is changed to "quotation has been generated". If not, a corresponding prompt message will be sent, and the status of the quotation work item will be changed to "Quotation generation failed".

5. The method for automatically generating a quotation according to claim 4, characterized in that, After associating the quotation through a pre-defined webpage interface in the business system to display the quotation via the webpage interface, the process further includes: When the customer information corresponding to the quotation work item is detected to contain quotation information, the quotation information is obtained, the quotation information is added to the quotation form, and the quotation form after adding the quotation information is updated and displayed on the web page interface; wherein, the quotation information includes quotation hours and quotation amount.

6. The method for automatically generating a quotation according to claim 5, characterized in that, Also includes: If no quotation information is detected in the customer information corresponding to the quotation work item, a corresponding prompt message is added to the quotation work item, and the status of the quotation work item is changed to "Quotation has been generated".

7. An automatic quotation generation device, characterized in that, include: The association module is used to obtain the quotation work items created by the user and associate the quotation work items with the business work items and the user story interface respectively; The modification module is used to listen for user-sent status modification network requests through a custom plugin; when the status modification network request is intercepted, the status of the quotation work item is modified to "Quotation Generation in Progress" according to the status modification network request, so that the custom plugin can perform subsequent quotation generation operations based on the "Quotation Generation in Progress" status of the quotation work item. The acquisition module is used to acquire customer information from the business work item and return the current status of the quotation work item to the custom plugin, so that the custom plugin can acquire customer information from the user story data through the user story interface; wherein, the status of the user story in the user story data is either pending quotation or already quotated; The judgment module is used to determine whether the customer information in the user story data is the same as the customer information in the business work item; The generation module is used to read a preset quotation template, fill the quotation template with the user story data, and generate a quotation if the customer information in the user story is the same as the customer information in the business work item.

8. A computer device, characterized in that, The computer device includes a memory and at least one processor, the memory storing a computer program, and the processor executing the computer program to implement the automatic quotation generation method according to any one of claims 1-6.

9. A computer storage medium, characterized in that, It stores a computer program, which, when executed, implements the automatic quotation generation method according to any one of claims 1-6.

Images