Report generation method and device, computer equipment and storage medium

Abstract

The embodiment of the invention relates to the technical field of report generation, and discloses a report generation method and device, computer equipment and a storage medium, and the method comprises the steps: displaying a target template content list according to a target template selected by a user; according to the selection of the target function control, displaying an attribute configuration item of the target function control and preset control rendering content; receiving an adjustment operation of a user on the target function control, and updating the attribute modification parameter to a control attribute configuration table of a database; obtaining a target function index from the target system according to the selection of the target function control by the user, and calling a target function model corresponding to the target function control for analysis and calculation to obtain an index analysis result; and according to the index analysis result and the modification operation, performing rendering updating on the preset control rendering content to obtain target control rendering content of the target function control so as to generate an investment portfolio generation report. According to the embodiment of the invention, the effect of real-time dynamic self-service report generation is realized.

Description

Technical Field

[0001] The embodiments of the present invention relate to the technical field of report generation, and in particular to a report generation method, apparatus, computer equipment and computer-readable storage medium. Background Art

[0002] At present, with the development of computer technology, the financial investment field is increasingly relying on computers for data analysis. By analyzing the indicator data and generating reports in the form of corresponding charts, the situation of investment products can be reflected intuitively and accurately.

[0003] However, the inventor of this application found that the existing investment research report generation system generally encapsulates all analysis functions together to form an unmodifiable control. The style and layout of the control cannot be dynamically adjusted on the system page, and the control data cannot be configured and modified. Furthermore, the control effect is previewed using fixed sample data, and a specific investment group cannot be selected for preview; the investment group indicator details page is developed independently from the report workshop control library, and the front end of the newly added indicator needs to be developed twice. Summary of the invention

[0004] In view of the above problems, the embodiments of the present invention provide a report generation method, apparatus, computer device and computer readable storage medium, which are used to solve the problem that the style and layout of the control cannot be dynamically adjusted on the system page, and the control data cannot be configured and modified. Furthermore, the control effect is previewed using fixed sample data, and a specific group cannot be selected for preview.

[0005] According to one aspect of an embodiment of the present invention, a report generation method is provided, the method comprising:

[0006] According to the target template selected by the user, a target template content list is displayed; the target template content includes multiple function controls, each of which corresponds to an investment portfolio report analysis factor; the target template and the multiple preset function controls are one of multiple report templates, and the report template and the corresponding function control information are stored in the template information table of the database;

[0007] According to the user's selection of at least one target function control in the target template content list, displaying the attribute configuration items and preset control rendering content of the at least one target function control;

[0008] Receive a user's adjustment operation on at least one displayed target function control, and update the property modification parameters into a control property configuration table in the database; wherein the adjustment operation includes a layout operation of the target function control and a configuration modification operation of a property configuration item;

[0009] According to the user's selection of the target function control, a target function indicator is obtained from at least one target system, and a target function model corresponding to the target function control is retrieved for analysis and calculation to obtain an indicator analysis result; the target function model is at least one of a plurality of preset function models; and the at least one target system is one of a plurality of investment data systems;

[0010] According to the indicator analysis result and the modification operation, the preset control rendering content is rendered and updated to obtain the target control rendering content of the at least one target function control to generate an investment portfolio generation report.

[0011] In an optional manner, according to the user's selection of the target function control, obtaining a target function indicator from at least one target system, and calling a target function model corresponding to the target function control for calculation to obtain an indicator calculation result further includes:

[0012] Acquire a mapping relationship between the target function control and the model number of the target function model;

[0013] Sending the model number to the system application via a preset model interface;

[0014] The system application obtains the storage address of the target functional model according to the model number;

[0015] According to the storage address, the target function model is called.

[0016] In an optional manner, the receiving of the user's adjustment operation on the at least one target function control and updating the property modification parameters into the control property configuration table of the database further includes:

[0017] According to the user's dragging operation on the rendered content of each preset control, the layout position of each preset control rendered content is adjusted and displayed in real time;

[0018] According to the configuration modification operation of each attribute configuration item of each target function control by the user, the control style is adjusted in real time and the rendering content of each preset control is displayed;

[0019] The property modification parameters of each property configuration item corresponding to the configuration modification operation are updated to the control property configuration table of the database.

[0020] In an optional manner, the property configuration item includes a table export format configuration item corresponding to the target function control; the control style is adjusted in real time and the rendering content of each preset control is displayed according to the configuration modification operation of each property configuration item of each target function control by the user, further comprising:

[0021] Get the field interface information entered by the user in the table export format configuration item;

[0022] According to the field interface information, the corresponding table field is called to generate a table export format corresponding to the table export format configuration item;

[0023] The method further comprises:

[0024] According to the table export trigger operation of the user on the target function control, the database field data corresponding to the table export format is retrieved;

[0025] A target export table is generated based on the database field data.

[0026] In an optional manner, before displaying the target template content list according to the target template selected by the user, the method further includes: generating each target function control of the target template based on a grid layout framework; the target function control is a grid element in the grid layout component;

[0027] The method of adjusting and displaying the layout position of each preset control rendering content in real time according to the user's dragging operation on each preset control rendering content includes:

[0028] Based on the grid layout component, the preset control rendering content corresponding to each of the target function controls is adjusted in layout, and the adjusted control rendering content is rendered one by one in a lazy loading manner to display the layout position of each of the preset control rendering content in real time; the layout adjustment includes position, width, height, mirror inversion and vertical compression adjustment;

[0029] According to the configuration modification operation of each attribute configuration item of each target function control by the user, the control style is adjusted in real time and the rendering content of each preset control is displayed, including:

[0030] Based on the grid element component, the configuration of the property configuration items of each of the target function controls is modified, and the adjusted control rendering contents are rendered one by one through lazy loading to display the rendering contents of each of the preset controls in real time.

[0031] In an optional manner, the multiple investment data systems include a valuation system, a financial product basic data system, and an information platform; according to the user's selection of the target function control, a target function indicator is obtained from at least one target system, and a target function model corresponding to the target function control is retrieved for analysis and calculation to obtain an indicator analysis result, including:

[0032] Obtaining a plurality of target function indicators from the financial product basic data system, the information platform and the valuation system respectively;

[0033] According to the plurality of target function indicators and target function models, the indicator analysis results are obtained by analysis and calculation.

[0034] In an optional manner, before displaying the target template content list according to the target template selected by the user, the method further includes:

[0035] For each target function control, determine the corresponding target function model;

[0036] After the control code of the target function control is associated and bound with the model code of the target function model, the code is stored in an associated binding table of a database.

[0037] According to another aspect of an embodiment of the present invention, there is provided a report generating device, comprising:

[0038] A first selection module is used to display a target template content list according to a target template selected by a user; the target template content includes a plurality of function controls, each of which corresponds to an investment portfolio report analysis factor; the target template and the plurality of preset function controls are one of a plurality of report templates, and the report template and the corresponding function control information are stored in a template information table of a database;

[0039] A second selection module, configured to display attribute configuration items and preset control rendering content of at least one target function control according to a user's selection of at least one target function control in the target template content list;

[0040] A modification module, used to receive a user's adjustment operation on the at least one displayed target function control, and update the property modification parameters into the control property configuration table of the database; wherein the adjustment operation includes a layout operation of the target function control and a configuration modification operation of the property configuration item;

[0041] an analysis and calculation module, configured to obtain a target function indicator from at least one target system according to the user's selection of the target function control, and to retrieve a target function model corresponding to the target function control for analysis and calculation to obtain an indicator analysis result; the target function model is at least one of a plurality of preset function models; and the at least one target system is one of a plurality of investment data systems;

[0042] An updating module is used to update the rendering of the preset control rendering content according to the indicator analysis result and the modification operation, and obtain the target control rendering content of the at least one target function control to generate an investment portfolio generation report.

[0043] According to another aspect of an embodiment of the present invention, there is provided a computer device, comprising: a processor, a memory, a communication interface and a communication bus, wherein the processor, the memory and the communication interface communicate with each other via the communication bus;

[0044] The memory is used to store at least one executable instruction, and the executable instruction enables the processor to execute the operation of the report generating method.

[0045] According to another aspect of the embodiments of the present invention, a computer-readable storage medium is provided, wherein at least one executable instruction is stored in the storage medium, and when the executable instruction is executed on a computer device, the computer device executes the operations of the report generation method.

[0046] The embodiment of the present invention displays a target template content list according to the target template selected by the user; displays the property configuration items and preset control rendering content of at least one target function control according to the user's selection of at least one target function control in the target template content list; receives the user's adjustment operation on the displayed at least one target function control, and updates the property modification parameters to the control property configuration table of the database; obtains the target function index from at least one target system according to the user's selection of the target function control, and calls the target function model corresponding to the target function control for analysis and calculation to obtain the index analysis result; renders and updates the preset control rendering content according to the index analysis result and the modification operation to obtain the target control rendering content of the at least one target function control, so as to generate an investment portfolio generation report, which can realize the user's real-time dynamic adjustment of the control style and real-time configuration modification of the control data without customized development; standardizes model parameters and establishes common controls. For standardized parameter models, the front end does not need to be developed, and the back end only needs to focus on the development of indicator algorithms to realize the rapid expansion of new indicators. For the control and template design page, it supports the selection of investment group preview display effect; transforms the investment group indicator details page, and generates report templates through the control library configuration.

[0047] The above description is only an overview of the technical solution of the embodiment of the present invention. In order to more clearly understand the technical means of the embodiment of the present invention, it can be implemented in accordance with the contents of the specification. In order to make the above and other purposes, features and advantages of the embodiment of the present invention more obvious and easy to understand, the specific implementation methods of the present invention are listed below. BRIEF DESCRIPTION OF THE DRAWINGS

[0048] The accompanying drawings are only used to illustrate the embodiments and are not to be considered as limiting the present invention. In addition, the same reference symbols are used to represent the same components throughout the accompanying drawings. In the accompanying drawings:

[0049] Figure 1A schematic diagram of a report generation method according to an embodiment of the present invention is shown;

[0050] Figure 2 A schematic diagram showing the structure of a report generating device provided by an embodiment of the present invention is shown;

[0051] Figure 3 A schematic diagram of the structure of a computer device provided by an embodiment of the present invention is shown. DETAILED DESCRIPTION

[0052] Exemplary embodiments of the present invention will be described in more detail below with reference to the accompanying drawings. Although exemplary embodiments of the present invention are shown in the drawings, it should be understood that the present invention can be implemented in various forms and should not be limited to the embodiments set forth herein.

[0053] Figure 1 The flowchart of the report generation method provided by the embodiment of the present invention is shown, and the method is executed by a computer device. The computer device may be a terminal device or a server or other processing device. Figure 1 As shown, the method comprises the following steps:

[0054] Step 110: Display a target template content list according to the target template selected by the user.

[0055] Among them, the target template content includes multiple function controls, each of which corresponds to an investment portfolio report analysis factor; the target template and the multiple preset function controls are one of multiple report templates, and the report template and the corresponding function control information are stored in the template information table of the database.

[0056] In the embodiment of the present invention, according to the report contents of multiple report templates set in advance, the report template can be multiple template types, and the multiple report templates can be divided into a single financial product analysis report template, a multi-product comparison analysis report template, a financial product summary analysis report template, an industry analysis report template, etc. according to the template type. The content of each report template is composed of multiple different functional controls under the report template type, and each functional control corresponds to an investment portfolio report analysis factor, such as the net value, weekly income trend, annual income trend, scale trend, income index, dynamic retracement, rolling volatility, quantitative index analysis, etc. of a certain financial product. Among them, the control types of the functional controls include basic controls, business controls, custom controls and combination controls, and the basic graphic control types include: line charts, area charts, bar charts, scatter plots, pie charts, radar charts, rectangular tree maps, heat maps, tables, bubbles, custom models, etc. In the embodiment of the present invention, the coding of the target report template, the control coding of each target functional control, the layout of the target functional control in the target template, and the attribute information are associated and stored in advance, so that when the user selects a certain target template, the target content list of the winning bet can be displayed in real time. Among them, each investment portfolio analysis report factor needs to be obtained through calculation and analysis of multiple indicator data combined with the functional model. According to the analysis result of the investment portfolio analysis report factor, after rendering the functional control, the control rendering content corresponding to the investment portfolio analysis report factor is obtained. Therefore, in the embodiment of the present invention, a template navigation for only template types is provided. According to the user's selection of the target template in the template navigation, a target template content list, that is, a list of target functional controls, can be displayed.

[0057] Step 120: Based on the user's selection of at least one target function control in the target template content list, display the property configuration items and preset control rendering content of the at least one target function control.

[0058] In an embodiment of the present invention, each functional space of each report template is pre-generated based on a grid layout framework, including each target functional control of a target template being pre-generated. Among them, a functional control serves as a grid element in the grid layout component. Specifically, the vue-grid-layout grid layout framework can be used to render the target functional control according to the analysis and calculation results to obtain a preset control rendering content, wherein the preset control rendering content is a display form of the target functional control, and the analysis and calculation results corresponding to the preset control rendering content can be the analysis and calculation results when the analysis report was generated last time. In order to enable the user to drag and drop the functional control, a grid layout component can be used to drag and drop the target functional control.

[0059] Among them, the main attributes of the grid layout component (GridLayout) include: layout.sync (initial layout of the grid), col-num (defines the number of columns of the grid system, and its value must be a natural number), row-height (the height of each row, in pixels), is-draggable (indicates whether the elements in the grid are draggable), is-resizable (indicates whether the elements in the grid are resizable), is-mirrored (indicates whether the elements in the grid are mirrored), vertical-compact (indicates whether the layout is vertically compressed), margin (defines the element margins in the grid), use-css-transforms (indicates whether CSS properties are used). In order for users to operate the property configuration items of the function controls, the property configuration items of each target function control are configured through the grid element component. The main attributes of the grid element component (GridItem) are as follows: x: identifies the column in which the grid element is located; y: identifies the row in which the grid element is located; w: identifies the initial width of the grid element; h: identifies the initial height of the grid element; i: the id of the element in the grid.

[0060] In an embodiment of the present invention, the above-mentioned setting enables the user to select at least one target function control in the target template content list, and then display the property configuration items and preset control rendering content of the at least one target function control, so that the user can adjust the layout of the target function control and modify the configuration of the property configuration items.

[0061] Step 130: receiving a user's adjustment operation on the at least one displayed target function control, and updating the property modification parameters into the control property configuration table of the database.

[0062] Wherein, the adjustment operation includes the layout operation of the target function control and the configuration modification operation of the property configuration item. In the embodiment of the present invention, according to the user's drag operation on the rendering content of each preset control, the layout position of each preset control rendering content is adjusted and displayed in real time; according to the user's configuration modification operation on each property configuration item of each target function control, the control style is adjusted in real time and the rendering content of each preset control is displayed; the property modification parameters of each property configuration item corresponding to the configuration modification operation are updated to the control property configuration table of the database. Specifically, based on the grid layout component, the layout of the preset control rendering content corresponding to each of the target function controls is adjusted, and the adjusted control rendering content is rendered one by one in a lazy loading manner to display the layout position of each preset control rendering content in real time; the layout adjustment includes position, width, height, mirror inversion and vertical compression adjustment. Based on the grid element component, the configuration of the property configuration item of each of the target function controls is modified, and the adjusted control rendering content is rendered one by one in a lazy loading manner to display the rendering content of each of the preset controls in real time.

[0063] Among them, through the combination of components such as grid-layout and grid-item, the target functional control can be dragged, resized, deleted, and interactive. It can handle various user operations and state changes, and communicate with the parent component to update the overall state. The main implementation process includes:

[0064] (1) Create the GridLayout component:

[0065] The embodiment of the present invention pre-customizes the layout component grid-layout, and transfers a series of layout attributes of the target functional control to the grid-layout component, including layout information, number of columns, row height, whether it can be dragged, whether it can be resized, vertical compact mode, automatic size, style, etc. At the same time, an event processing function is defined, and when the update event of the grid-layout component is triggered, the grid attribute of each grid element in this.content (this.content is an array containing elements that need to be grid-layouted) is updated to match the new layout information.

[0066] (2) Loop to create the GridItem component part:

[0067] Among them, traverse the this.content array and create one for each grid element (that is, the target function control) <grid-item>Component. At the same time, pass the position and size information to the grid-item component. In addition, define the processing logic of the target function control for events such as mouse press, resize, and move. When these events occur, the corresponding methods will be triggered to process the target function control, such as handleDown, update status, trigger parent component events, etc.

[0068] (3) Create the internal subcomponent part:

[0069] In this case, different subcomponents are created based on the conditions. If it is a tab page, create <tab-item>Component, and pass related properties and event handling functions; otherwise create <widget-item>Components pass a large number of properties and event handling functions to handle various interactions and state changes, such as clicks, path input, raw data processing, activation / deactivation, toolbar operations, height adjustment, button changes, grouping changes, row and column interactions, width / height changes, option value changes, etc.

[0070] Among them, there is a mapping relationship between the properties of the DOM tree corresponding to the target function control and the preset control rendering content. Therefore, when the user modifies the property configuration item, the corresponding DOM tree property is modified and called in real time, so that the adjusted control rendering content can be rendered and displayed in real time.

[0071] Through the above-mentioned method, when the user updates and adjusts the layout of the target function control, the layout component grid-layout updates the grid property of the grid element corresponding to the target function control through the corresponding event processing function, thereby realizing the layout adjustment operation of the target function control; when the user adjusts the property configuration item of the target function control, the corresponding property adjustment is performed through the corresponding event processing function in the GridItem component. Among them, the embodiment of the present invention displays the property configuration item selection box in the page, and the user adjusts the property configuration item through the property configuration item selection box. Among them, the property configuration item includes the basic property information of the target function control, including graphic-related settings such as title, graphic, legend, XY axis, or table-related property settings such as title, header, content. Among them, the property configuration item also includes the corresponding table export format configuration item. Obtain the field interface information entered by the user in the table export format configuration item; according to the field interface information, call the corresponding table field form to generate the table export format corresponding to the table export format configuration item. That is, different table export formats can be obtained through different field interfaces, so the user can call the corresponding table field form by entering the field interface information in the dialog box of the property configuration item.

[0072] In the embodiment of the present invention, after the property configuration item is modified, the property modification parameters are updated in real time to the control property configuration table of the database, so that the space property configuration table can be called for subsequent use.

[0073] Step 140: According to the user's selection of the target function control, a target function indicator is obtained from at least one target system, and a target function model corresponding to the target function control is retrieved for analysis and calculation to obtain an indicator analysis result.

[0074] The target functional model is at least one of a plurality of preset functional models; the at least one target system is one of a plurality of investment data systems. The plurality of investment data systems include a valuation system, a financial product basic data system, and an information platform.

[0075] In an embodiment of the present invention, when a user selects a target function control and performs an adjustment operation on the target function control, the target function indicator and the target function model required for calculating the indicator analysis result can be determined according to the target function control selected by the user, so that the target function indicator can be calculated using the target function model to obtain the indicator analysis result of the investment portfolio report analysis factor corresponding to the target function control.

[0076] Among them, the embodiment of the present invention pre-associates the target function control, the target function model and the corresponding system, so that the corresponding model and indicator can be directly called when used. Among them, for each target function control, the corresponding target function model is determined; after the control code of the target function control is associated and bound with the model code of the target function model, it is stored in the associated binding table of the database. Specifically, the information of the function control of the embodiment of the present invention includes widgetId (function control id), widgetCode (function control code), widgetName (control name), widgetType (function control type). The main attributes of the target function model include model id, model name, modelCode (model code), description (model description), indexCode (indicator code), modelPath (model path, pointing to the corresponding indicator calculation script of the python project), modelStatus (model status), modelParams (model parameters), modelType (model type, including real-time calculation model and asynchronous calculation model). The embodiment of the present invention associates the above information of the target function control with the attribute information of the target function model, so that the target function model can be called in real time. Among them, according to the user's selection of the target function control, the mapping relationship between the target function control and the model number of the target function model is obtained; the model number is sent to the system application through the preset model interface; the system application obtains the storage address of the target function model according to the model number; according to the storage address, the target function model is called to obtain the corresponding multiple target function indicators from the financial product basic data system, the information platform and the valuation system respectively; according to the multiple target function indicators and the target function model, the indicator analysis result is analyzed and calculated.

[0077] Step 150: According to the indicator analysis result and the modification operation, the preset control rendering content is updated to obtain the target control rendering content of the at least one target function control to generate an investment portfolio generation report.

[0078] Among them, after obtaining the indicator analysis results, the corresponding DOM tree attributes are adjusted according to the modification operation, so as to render and update the preset control rendering content, and obtain the target control rendering content of the at least one target function control. When the target rendering content corresponding to each target function control is rendered, the investment portfolio generation report required by the user is obtained.

[0079] In an embodiment of the present invention, when a user needs to export a table, database field data corresponding to the table export format is retrieved according to the table export trigger operation of the user on the target function control; and a target export table is generated according to the database field data.

[0080] The embodiment of the present invention displays a target template content list according to the target template selected by the user; displays the property configuration items and preset control rendering content of at least one target function control according to the user's selection of at least one target function control in the target template content list; receives the user's adjustment operation on the displayed at least one target function control, and updates the property modification parameters to the control property configuration table of the database; obtains the target function index from at least one target system according to the user's selection of the target function control, and calls the target function model corresponding to the target function control for analysis and calculation to obtain the index analysis result; renders and updates the preset control rendering content according to the index analysis result and the modification operation to obtain the target control rendering content of the at least one target function control, so as to generate an investment portfolio generation report, which can realize the user's real-time dynamic adjustment of the control style and real-time configuration modification of the control data without customized development; standardizes model parameters and establishes common controls. For standardized parameter models, the front end does not need to be developed, and the back end only needs to focus on the development of indicator algorithms to realize the rapid expansion of new indicators. For the control and template design page, it supports the selection of investment group preview display effect; transforms the investment group indicator details page, and generates report templates through the control library configuration.

[0081] Figure 2 FIG. 2 shows a schematic diagram of the structure of a report generating device provided by an embodiment of the present invention. Figure 2 As shown, the device 200 includes:

[0082] The first selection module 210 is used to display a target template content list according to the target template selected by the user; the target template content includes multiple function controls, each of which corresponds to an investment portfolio report analysis factor; the target template and the multiple preset function controls are one of multiple report templates, and the report template and the corresponding function control information are stored in the template information table of the database;

[0083] A second selection module 220, configured to display attribute configuration items and preset control rendering content of at least one target function control according to a user's selection of at least one target function control in the target template content list;

[0084] The modification module 230 is used to receive the user's adjustment operation on the at least one displayed target function control, and update the property modification parameters to the control property configuration table of the database; wherein the adjustment operation includes the layout operation of the target function control and the configuration modification operation of the property configuration item;

[0085] The analysis and calculation module 240 is used to obtain the target function index from at least one target system according to the user's selection of the target function control, and retrieve the target function model corresponding to the target function control for analysis and calculation to obtain the index analysis result; the target function model is at least one of a plurality of preset function models; the at least one target system is one of a plurality of investment data systems;

[0086] The updating module 250 is used to update the rendering of the preset control rendering content according to the indicator analysis result and the modification operation, and obtain the target control rendering content of the at least one target function control to generate an investment portfolio generation report.

[0087] In an optional manner, according to the user's selection of the target function control, obtaining a target function indicator from at least one target system, and calling a target function model corresponding to the target function control for calculation to obtain an indicator calculation result further includes:

[0088] Acquire a mapping relationship between the target function control and the model number of the target function model;

[0089] Sending the model number to the system application via a preset model interface;

[0090] The system application obtains the storage address of the target functional model according to the model number;

[0091] According to the storage address, the target function model is called.

[0092] In an optional manner, the receiving of the user's adjustment operation on the at least one target function control and updating the property modification parameters into the control property configuration table of the database further includes:

[0093] According to the user's dragging operation on the rendered content of each preset control, the layout position of each preset control rendered content is adjusted and displayed in real time;

[0094] According to the configuration modification operation of each attribute configuration item of each target function control by the user, the control style is adjusted in real time and the rendering content of each preset control is displayed;

[0095] The property modification parameters of each property configuration item corresponding to the configuration modification operation are updated to the control property configuration table of the database.

[0096] In an optional manner, the property configuration item includes a table export format configuration item corresponding to the target function control; the control style is adjusted in real time and the rendering content of each preset control is displayed according to the configuration modification operation of each property configuration item of each target function control by the user, further comprising:

[0097] Get the field interface information entered by the user in the table export format configuration item;

[0098] According to the field interface information, the corresponding table field is called to generate a table export format corresponding to the table export format configuration item;

[0099] The device also includes:

[0100] The table export module is used to retrieve the database field data corresponding to the table export format according to the table export trigger operation of the target function control by the user; and generate the target export table according to the database field data.

[0101] In an optional manner, the device further includes: a control generation module, configured to generate each target function control of the target template based on a grid layout framework; the target function control is a grid element in the grid layout component;

[0102] The method of adjusting and displaying the layout position of each preset control rendering content in real time according to the user's dragging operation on each preset control rendering content includes:

[0103] Based on the grid layout component, the preset control rendering content corresponding to each of the target function controls is adjusted in layout, and the adjusted control rendering content is rendered one by one in a lazy loading manner to display the layout position of each of the preset control rendering content in real time; the layout adjustment includes position, width, height, mirror inversion and vertical compression adjustment;

[0104] According to the configuration modification operation of each attribute configuration item of each target function control by the user, the control style is adjusted in real time and the rendering content of each preset control is displayed, including:

[0105] Based on the grid element component, the configuration of the property configuration items of each of the target function controls is modified, and the adjusted control rendering contents are rendered one by one through lazy loading to display the rendering contents of each of the preset controls in real time.

[0106] In an optional manner, the multiple investment data systems include a valuation system, a financial product basic data system, and an information platform; according to the user's selection of the target function control, a target function indicator is obtained from at least one target system, and a target function model corresponding to the target function control is retrieved for analysis and calculation to obtain an indicator analysis result, including:

[0107] Obtaining a plurality of target function indicators from the financial product basic data system, the information platform and the valuation system respectively;

[0108] According to the plurality of target function indicators and target function models, the indicator analysis results are obtained by analysis and calculation.

[0109] In an optional manner, before displaying the target template content list according to the target template selected by the user, the device further includes:

[0110] The association binding module is used to determine the corresponding target function model for each target function control; after associating and binding the control code of the target function control with the model code of the target function model, it is stored in the association binding table of the database.

[0111] The embodiment of the present invention displays a target template content list according to the target template selected by the user; displays the property configuration items and preset control rendering content of at least one target function control according to the user's selection of at least one target function control in the target template content list; receives the user's adjustment operation on the displayed at least one target function control, and updates the property modification parameters to the control property configuration table of the database; obtains the target function index from at least one target system according to the user's selection of the target function control, and calls the target function model corresponding to the target function control for analysis and calculation to obtain the index analysis result; renders and updates the preset control rendering content according to the index analysis result and the modification operation to obtain the target control rendering content of the at least one target function control, so as to generate an investment portfolio generation report, which can realize the user's real-time dynamic adjustment of the control style and real-time configuration modification of the control data without customized development; standardizes model parameters and establishes common controls. For standardized parameter models, the front end does not need to be developed, and the back end only needs to focus on the development of indicator algorithms to realize the rapid expansion of new indicators. For the control and template design page, it supports the selection of investment group preview display effect; transforms the investment group indicator details page, and generates report templates through the control library configuration.

[0112] Figure 3 The schematic diagram of the structure of the computer device provided by the embodiment of the present invention is shown. The specific embodiment of the present invention does not limit the specific implementation of the computer device.

[0113] like Figure 3 As shown, the computer device may include: a processor (processor) 302 , a communication interface (Communications Interface) 304 , a memory (memory) 306 , and a communication bus 308 .

[0114] The processor 302, the communication interface 304, and the memory 306 communicate with each other via the communication bus 408. The communication interface 304 is used to communicate with other devices such as a client or other server network elements. The processor 302 is used to execute the program 310, which can specifically execute the relevant steps in the above-mentioned report generation method embodiment.

[0115] Specifically, the program 310 may include program code including computer executable instructions.

[0116] The processor 302 may be a central processing unit (CPU), or an application-specific integrated circuit (ASIC), or one or more integrated circuits configured to implement the embodiments of the present invention. The one or more processors included in the computer device may be processors of the same type, such as one or more CPUs; or processors of different types, such as one or more CPUs and one or more ASICs.

[0117] The memory 306 is used to store the program 310. The memory 306 may include a high-speed RAM memory, and may also include a non-volatile memory (non-volatile memory), such as at least one disk memory.

[0118] The program 310 can be specifically called by the processor 302 to enable the computer device to perform the following operations:

[0119] According to the target template selected by the user, a target template content list is displayed; the target template content includes multiple function controls, each of which corresponds to an investment portfolio report analysis factor; the target template and the multiple preset function controls are one of multiple report templates, and the report template and the corresponding function control information are stored in the template information table of the database;

[0120] According to the user's selection of at least one target function control in the target template content list, displaying the attribute configuration items and preset control rendering content of the at least one target function control;

[0121] Receive a user's adjustment operation on at least one displayed target function control, and update the property modification parameters into a control property configuration table in the database; wherein the adjustment operation includes a layout operation of the target function control and a configuration modification operation of a property configuration item;

[0122] According to the user's selection of the target function control, a target function indicator is obtained from at least one target system, and a target function model corresponding to the target function control is retrieved for analysis and calculation to obtain an indicator analysis result; the target function model is at least one of a plurality of preset function models; and the at least one target system is one of a plurality of investment data systems;

[0123] According to the indicator analysis result and the modification operation, the preset control rendering content is rendered and updated to obtain the target control rendering content of the at least one target function control to generate an investment portfolio generation report.

[0124] In an optional manner, according to the user's selection of the target function control, obtaining a target function indicator from at least one target system, and calling a target function model corresponding to the target function control for calculation to obtain an indicator calculation result further includes:

[0125] Acquire a mapping relationship between the target function control and the model number of the target function model;

[0126] Sending the model number to the system application via a preset model interface;

[0127] The system application obtains the storage address of the target functional model according to the model number;

[0128] According to the storage address, the target function model is called.

[0129] In an optional manner, the receiving of the user's adjustment operation on the at least one target function control and updating the property modification parameters into the control property configuration table of the database further includes:

[0130] According to the user's dragging operation on the rendered content of each preset control, the layout position of each preset control rendered content is adjusted and displayed in real time;

[0131] According to the configuration modification operation of each attribute configuration item of each target function control by the user, the control style is adjusted in real time and the rendering content of each preset control is displayed;

[0132] The property modification parameters of each property configuration item corresponding to the configuration modification operation are updated to the control property configuration table of the database.

[0133] In an optional manner, the property configuration item includes a table export format configuration item corresponding to the target function control;

[0134] Get the field interface information entered by the user in the table export format configuration item;

[0135] According to the field interface information, the corresponding table field is called to generate a table export format corresponding to the table export format configuration item;

[0136] The method further comprises:

[0137] According to the table export trigger operation of the user on the target function control, the database field data corresponding to the table export format is retrieved;

[0138] A target export table is generated based on the database field data.

[0139] In an optional manner, before displaying the target template content list according to the target template selected by the user, the method further includes: generating each target function control of the target template based on a grid layout framework; the target function control is a grid element in the grid layout component;

[0140] The method of adjusting and displaying the layout position of each preset control rendering content in real time according to the user's dragging operation on each preset control rendering content includes:

[0141] Based on the grid layout component, the preset control rendering content corresponding to each of the target function controls is adjusted in layout, and the adjusted control rendering content is rendered one by one in a lazy loading manner to display the layout position of each of the preset control rendering content in real time; the layout adjustment includes position, width, height, mirror inversion and vertical compression adjustment;

[0142] According to the configuration modification operation of each attribute configuration item of each target function control by the user, the control style is adjusted in real time and the rendering content of each preset control is displayed, including:

[0143] Based on the grid element component, the configuration of the property configuration items of each of the target function controls is modified, and the adjusted control rendering contents are rendered one by one through lazy loading to display the rendering contents of each of the preset controls in real time.

[0144] In an optional manner, the multiple investment data systems include a valuation system, a financial product basic data system, and an information platform; according to the user's selection of the target function control, a target function indicator is obtained from at least one target system, and a target function model corresponding to the target function control is retrieved for analysis and calculation to obtain an indicator analysis result, including:

[0145] Obtaining a plurality of target function indicators from the financial product basic data system, the information platform and the valuation system respectively;

[0146] According to the plurality of target function indicators and target function models, the indicator analysis results are obtained by analysis and calculation.

[0147] In an optional manner, before displaying the target template content list according to the target template selected by the user, the method further includes:

[0148] For each target function control, determine the corresponding target function model;

[0149] After the control code of the target function control is associated and bound with the model code of the target function model, the code is stored in an associated binding table of a database.

[0150] The embodiment of the present invention displays a target template content list according to the target template selected by the user; displays the property configuration items and preset control rendering content of at least one target function control according to the user's selection of at least one target function control in the target template content list; receives the user's adjustment operation on the displayed at least one target function control, and updates the property modification parameters to the control property configuration table of the database; obtains the target function index from at least one target system according to the user's selection of the target function control, and calls the target function model corresponding to the target function control for analysis and calculation to obtain the index analysis result; renders and updates the preset control rendering content according to the index analysis result and the modification operation to obtain the target control rendering content of the at least one target function control, so as to generate an investment portfolio generation report, which can realize the user's real-time dynamic adjustment of the control style and real-time configuration modification of the control data without customized development; standardizes model parameters and establishes common controls. For standardized parameter models, the front end does not need to be developed, and the back end only needs to focus on the development of indicator algorithms to realize the rapid expansion of new indicators. For the control and template design page, it supports the selection of investment group preview display effect; transforms the investment group indicator details page, and generates report templates through the control library configuration.

[0151] An embodiment of the present invention provides a computer-readable storage medium, wherein the storage medium stores at least one executable instruction. When the executable instruction is executed on a computer device, the computer device executes the report generating method in any of the above method embodiments.

[0152] The executable instructions can be specifically used to cause the computer device to perform the following operations:

[0153] According to the target template selected by the user, a target template content list is displayed; the target template content includes multiple function controls, each of which corresponds to an investment portfolio report analysis factor; the target template and the multiple preset function controls are one of multiple report templates, and the report template and the corresponding function control information are stored in the template information table of the database;

[0154] According to the user's selection of at least one target function control in the target template content list, displaying the attribute configuration items and preset control rendering content of the at least one target function control;

[0155] Receive a user's adjustment operation on at least one displayed target function control, and update the property modification parameters into a control property configuration table in the database; wherein the adjustment operation includes a layout operation of the target function control and a configuration modification operation of a property configuration item;

[0156] According to the user's selection of the target function control, a target function indicator is obtained from at least one target system, and a target function model corresponding to the target function control is retrieved for analysis and calculation to obtain an indicator analysis result; the target function model is at least one of a plurality of preset function models; and the at least one target system is one of a plurality of investment data systems;

[0157] According to the indicator analysis result and the modification operation, the preset control rendering content is rendered and updated to obtain the target control rendering content of the at least one target function control to generate an investment portfolio generation report.

[0158] In an optional manner, according to the user's selection of the target function control, obtaining a target function indicator from at least one target system, and calling a target function model corresponding to the target function control for calculation to obtain an indicator calculation result further includes:

[0159] Acquire a mapping relationship between the target function control and the model number of the target function model;

[0160] Sending the model number to the system application via a preset model interface;

[0161] The system application obtains the storage address of the target functional model according to the model number;

[0162] According to the storage address, the target function model is called.

[0163] In an optional manner, the receiving of the user's adjustment operation on the at least one target function control and updating the property modification parameters into the control property configuration table of the database further includes:

[0164] According to the user's dragging operation on the rendered content of each preset control, the layout position of each preset control rendered content is adjusted and displayed in real time;

[0165] According to the configuration modification operation of each attribute configuration item of each target function control by the user, the control style is adjusted in real time and the rendering content of each preset control is displayed;

[0166] The property modification parameters of each property configuration item corresponding to the configuration modification operation are updated to the control property configuration table of the database.

[0167] In an optional manner, the property configuration item includes a table export format configuration item corresponding to the target function control;

[0168] Get the field interface information entered by the user in the table export format configuration item;

[0169] According to the field interface information, the corresponding table field is called to generate a table export format corresponding to the table export format configuration item;

[0170] The method further comprises:

[0171] According to the table export trigger operation of the user on the target function control, the database field data corresponding to the table export format is retrieved;

[0172] A target export table is generated based on the database field data.

[0173] In an optional manner, before displaying the target template content list according to the target template selected by the user, the method further includes: generating each target function control of the target template based on a grid layout framework; the target function control is a grid element in the grid layout component;

[0174] The method of adjusting and displaying the layout position of each preset control rendering content in real time according to the user's dragging operation on each preset control rendering content includes:

[0175] Based on the grid layout component, the preset control rendering content corresponding to each of the target function controls is adjusted in layout, and the adjusted control rendering content is rendered one by one in a lazy loading manner to display the layout position of each of the preset control rendering content in real time; the layout adjustment includes position, width, height, mirror inversion and vertical compression adjustment;

[0176] According to the configuration modification operation of each attribute configuration item of each target function control by the user, the control style is adjusted in real time and the rendering content of each preset control is displayed, including:

[0177] Based on the grid element component, the configuration of the property configuration items of each of the target function controls is modified, and the adjusted control rendering contents are rendered one by one through lazy loading to display the rendering contents of each of the preset controls in real time.

[0178] In an optional manner, the multiple investment data systems include a valuation system, a financial product basic data system, and an information platform; according to the user's selection of the target function control, a target function indicator is obtained from at least one target system, and a target function model corresponding to the target function control is retrieved for analysis and calculation to obtain an indicator analysis result, including:

[0179] Obtaining a plurality of target function indicators from the financial product basic data system, the information platform and the valuation system respectively;

[0180] According to the plurality of target function indicators and target function models, the indicator analysis results are obtained by analysis and calculation.

[0181] In an optional manner, before displaying the target template content list according to the target template selected by the user, the method further includes:

[0182] For each target function control, determine the corresponding target function model;

[0183] After the control code of the target function control is associated and bound with the model code of the target function model, the code is stored in an associated binding table of a database.

[0184] The embodiment of the present invention displays a target template content list according to the target template selected by the user; displays the property configuration items and preset control rendering content of at least one target function control according to the user's selection of at least one target function control in the target template content list; receives the user's adjustment operation on the displayed at least one target function control, and updates the property modification parameters to the control property configuration table of the database; obtains the target function index from at least one target system according to the user's selection of the target function control, and calls the target function model corresponding to the target function control for analysis and calculation to obtain the index analysis result; renders and updates the preset control rendering content according to the index analysis result and the modification operation to obtain the target control rendering content of the at least one target function control, so as to generate an investment portfolio generation report, which can realize the user's real-time dynamic adjustment of the control style and real-time configuration modification of the control data without customized development; standardizes model parameters and establishes common controls. For standardized parameter models, the front end does not need to be developed, and the back end only needs to focus on the development of indicator algorithms to realize the rapid expansion of new indicators. For the control and template design page, it supports the selection of investment group preview display effect; transforms the investment group indicator details page, and generates report templates through the control library configuration.

[0185] An embodiment of the present invention provides a report generating device, which is used to execute the above-mentioned report generating method.

[0186] An embodiment of the present invention provides a computer program, which can be called by a processor to enable a computer device to execute the report generating method in any of the above method embodiments.

[0187] An embodiment of the present invention provides a computer program product, which includes a computer program stored on a computer-readable storage medium. The computer program includes program instructions. When the program instructions are executed on a computer, the computer executes the report generation method in any of the above method embodiments.

[0188] The algorithm or display provided herein is not inherently related to any particular computer, virtual system or other equipment. Various general purpose systems can also be used together with the teachings based on this. According to the above description, it is obvious to construct the structure required for this type of system. In addition, the embodiment of the present invention is not directed to any specific programming language yet. It should be understood that various programming languages ​​can be utilized to realize the content of the present invention described herein, and the description made to specific languages ​​above is for disclosing the best mode of the present invention.

[0189] In the description provided herein, a large number of specific details are described. However, it is understood that embodiments of the present invention can be practiced without these specific details. In some instances, well-known methods, structures and techniques are not shown in detail so as not to obscure the understanding of this description.

[0190] Similarly, it should be understood that in order to streamline the present invention and aid in understanding one or more of the various inventive aspects, in the above description of exemplary embodiments of the present invention, various features of the embodiments of the present invention are sometimes grouped together into a single embodiment, figure, or description thereof. However, this method of disclosure should not be interpreted as reflecting an intention that the claimed invention requires more features than those expressly recited in each claim.

[0191] Those skilled in the art will appreciate that the modules in the devices in the embodiments may be adaptively changed and arranged in one or more devices different from the embodiments. The modules or units or components in the embodiments may be combined into one module or unit or component, and may be divided into a plurality of submodules or subunits or subcomponents. Except that at least some of such features and / or processes or units are mutually exclusive, all features disclosed in this specification (including the accompanying claims, abstracts and drawings) and all processes or units of any method or device disclosed in this manner may be combined in any combination. Unless otherwise expressly stated, each feature disclosed in this specification (including the accompanying claims, abstracts and drawings) may be replaced by an alternative feature providing the same, equivalent or similar purpose.

[0192] It should be noted that the above embodiments illustrate the present invention rather than limit it, and that those skilled in the art may devise alternative embodiments without departing from the scope of the appended claims. In the claims, any reference symbol between brackets shall not be construed as a limitation on the claims. The word "comprising" does not exclude the presence of elements or steps not listed in the claims. The word "one" or "an" preceding an element does not exclude the presence of a plurality of such elements. The present invention may be implemented by means of hardware comprising a number of different elements and by means of a suitably programmed computer. In a unit claim enumerating a number of devices, several of these devices may be embodied by the same hardware item. The use of the words first, second, and third, etc. does not indicate any order. These words may be interpreted as names. The steps in the above embodiments, unless otherwise specified, should not be understood as limitations on the order of execution.

Claims

1. A report generation method, characterized in that: The method comprises: According to the target template selected by the user, a target template content list is displayed; the target template content includes multiple function controls, each of which corresponds to an investment portfolio report analysis factor; the target template and the multiple preset function controls are one of multiple report templates, and the report template and the corresponding function control information are stored in the template information table of the database; According to the user's selection of at least one target function control in the target template content list, displaying the attribute configuration items and preset control rendering content of the at least one target function control; Receive a user's adjustment operation on at least one displayed target function control, and update the property modification parameters into a control property configuration table in the database; wherein the adjustment operation includes a layout operation of the target function control and a configuration modification operation of a property configuration item; According to the user's selection of the target function control, a target function indicator is obtained from at least one target system, and a target function model corresponding to the target function control is retrieved for analysis and calculation to obtain an indicator analysis result; the target function model is at least one of a plurality of preset function models; and the at least one target system is one of a plurality of investment data systems; According to the indicator analysis result and the modification operation, the preset control rendering content is rendered and updated to obtain the target control rendering content of the at least one target function control to generate an investment portfolio generation report.

2. The method according to claim 1, characterized in that The step of obtaining a target function indicator from at least one target system according to the user's selection of the target function control, and calling a target function model corresponding to the target function control for calculation to obtain an indicator calculation result further includes: Acquire a mapping relationship between the target function control and the model number of the target function model; Sending the model number to the system application via a preset model interface; The system application obtains the storage address of the target functional model according to the model number; According to the storage address, the target function model is called.

3. The method according to claim 2, characterized in that The receiving the user's adjustment operation on the at least one target function control and updating the property modification parameters into the control property configuration table in the database further includes: According to the user's dragging operation on the rendered content of each preset control, the layout position of each preset control rendered content is adjusted and displayed in real time; According to the configuration modification operation of each attribute configuration item of each target function control by the user, the control style is adjusted in real time and the rendering content of each preset control is displayed; The property modification parameters of each property configuration item corresponding to the configuration modification operation are updated to the control property configuration table of the database.

4. The method according to claim 3, characterized in that The attribute configuration items include table export format configuration items corresponding to the target function controls; the control style is adjusted in real time and the rendering content of each preset control is displayed according to the configuration modification operation of each attribute configuration item of each target function control by the user, further comprising: Get the field interface information entered by the user in the table export format configuration item; According to the field interface information, the corresponding table field is called to generate a table export format corresponding to the table export format configuration item; The method further comprises: According to the table export trigger operation of the user on the target function control, the database field data corresponding to the table export format is retrieved; A target export table is generated according to the database field data.

5. The method according to claim 3, characterized in that: Before displaying the target template content list according to the target template selected by the user, the method further comprises: generating each target function control of the target template based on a grid layout framework; the target function control is a grid element in the grid layout component; The method of adjusting and displaying the layout position of each preset control rendering content in real time according to the user's dragging operation on each preset control rendering content includes: Based on the grid layout component, the preset control rendering content corresponding to each of the target function controls is adjusted in layout, and the adjusted control rendering content is rendered one by one in a lazy loading manner to display the layout position of each of the preset control rendering content in real time; the layout adjustment includes position, width, height, mirror inversion and vertical compression adjustment; According to the configuration modification operation of each attribute configuration item of each target function control by the user, the control style is adjusted in real time and the rendering content of each preset control is displayed, including: Based on the grid element component, the configuration of the property configuration items of each of the target function controls is modified, and the adjusted control rendering contents are rendered one by one through lazy loading to display the rendering contents of each of the preset controls in real time.

6. The method according to any one of claims 1 to 5, characterized in that: The multiple investment data systems include a valuation system, a financial product basic data system, and an information platform; according to the user's selection of the target function control, a target function indicator is obtained from at least one target system, and a target function model corresponding to the target function control is retrieved for analysis and calculation to obtain an indicator analysis result, including: Obtaining a plurality of target function indicators from the financial product basic data system, the information platform and the valuation system respectively; According to the plurality of target function indicators and target function models, the indicator analysis results are obtained by analysis and calculation.

7. The method according to any one of claims 1 to 3, characterized in that: Before displaying the target template content list according to the target template selected by the user, the method further includes: For each target function control, determine the corresponding target function model; After the control code of the target function control is associated and bound with the model code of the target function model, the code is stored in an associated binding table of a database.

8. A report generating device, characterized in that: The device comprises: A first selection module is used to display a target template content list according to a target template selected by a user; the target template content includes a plurality of function controls, each of which corresponds to an investment portfolio report analysis factor; the target template and the plurality of preset function controls are one of a plurality of report templates, and the report template and the corresponding function control information are stored in a template information table of a database; A second selection module, configured to display attribute configuration items and preset control rendering content of at least one target function control according to a user's selection of at least one target function control in the target template content list; A modification module, used to receive a user's adjustment operation on the at least one displayed target function control, and update the property modification parameters into the control property configuration table of the database; wherein the adjustment operation includes a layout operation of the target function control and a configuration modification operation of the property configuration item; an analysis and calculation module, configured to obtain a target function indicator from at least one target system according to the user's selection of the target function control, and to retrieve a target function model corresponding to the target function control for analysis and calculation to obtain an indicator analysis result; the target function model is at least one of a plurality of preset function models; and the at least one target system is one of a plurality of investment data systems; An updating module is used to update the rendering of the preset control rendering content according to the indicator analysis result and the modification operation, and obtain the target control rendering content of the at least one target function control to generate an investment portfolio generation report.

9. A computer device, characterized in that: include: A processor, a memory, a communication interface and a communication bus, wherein the processor, the memory and the communication interface communicate with each other via the communication bus; The memory is used to store at least one executable instruction, and the executable instruction enables the processor to perform the operation of the report generation method according to any one of claims 1-7.

10. A computer-readable storage medium, characterized in that: The storage medium stores at least one executable instruction, and when the executable instruction is executed on a computer device, the computer device executes the operation of the report generating method according to any one of claims 1 to 7.

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