Report processing method and device, computer equipment and storage medium

Abstract

The invention relates to a report processing method and device, computer equipment and a storage medium, and the method comprises the steps: obtaining current time, and judging whether the current time reaches task scheduling time corresponding to a report generation plan of a target unit or not; if yes, executing a predefined data extraction task based on an RPA robot to obtain business data of the target unit in a preset time period; acquiring a specified report template corresponding to the target unit from a report template library; performing picture generation processing on the business data based on the target generation component to obtain a corresponding target picture; performing data filling processing on the specified report template based on the business data and the target picture to obtain a corresponding target report; performing verification processing on the target report based on the preview window; and if the target report passes the verification, performing corresponding mail sending processing on the target report based on the mail distribution component. According to the invention, the processing efficiency and processing intelligence of report generation and mail distribution are effectively improved.

Description

Technical Field

[0001] The present application relates to the field of data processing technology, and in particular to a report processing method, apparatus, computer equipment and storage medium. Background Art

[0002] In the existing management system, the financial department of each unit is responsible for compiling and controlling reports on the implementation of the cost budget, which is a vital part of the enterprise management and decision-making process. These reports usually need to be completed within a monthly or weekly time frame to ensure that the management can understand the implementation of the cost budget in a timely manner and make corresponding decisions and adjustments.

[0003] However, due to the differences and particularities of the business between units, the finance department needs to customize these reports according to specific circumstances. This requires finance personnel to not only have professional financial knowledge, but also be familiar with the business characteristics and needs of different units or departments. In actual operations, finance personnel usually need to switch to the corresponding unit or department in the system to query and extract relevant cost budget data. After obtaining the preliminary data, finance personnel also need to organize and analyze the data to form preliminary report content. After completing the preparation of the report, finance personnel also need to manually edit the email and send the report file as an attachment to the designated recipient. The above process takes a certain amount of time and effort. Therefore, the existing report processing method has the problem of low processing efficiency. Summary of the invention

[0004] The purpose of the embodiments of the present application is to provide a report processing method, apparatus, computer equipment and storage medium to solve the technical problem of low processing efficiency in existing report processing methods.

[0005] In order to solve the above technical problems, the present application embodiment provides a report processing method, which adopts the following technical solution:

[0006] Obtaining the current time, and determining whether the current time reaches the task scheduling time corresponding to the report generation plan of the target unit;

[0007] If yes, a predefined data extraction task is executed based on a preset RPA robot to obtain the business data of the target unit within a preset time period;

[0008] Acquire a specified report template corresponding to the target unit from a preset report template library;

[0009] Based on a preset target generation component, the business data is processed for image generation to obtain a corresponding target image;

[0010] Performing data filling processing on the designated report template based on the business data and the target image to obtain a corresponding target report;

[0011] Performing verification processing on the target report based on a preset preview window;

[0012] If the target report passes the verification, the target report is processed by corresponding email sending based on the preset email distribution component.

[0013] Furthermore, the step of performing image generation processing on the business data based on a preset target generation component to obtain a corresponding target image specifically includes:

[0014] Determine corresponding chart type and chart parameters based on the business data;

[0015] Convert the business data into a data format related to the chart to obtain corresponding specified data;

[0016] passing the specified data to the target generation component;

[0017] By means of the target generation component, the designated data is subjected to a chart rendering process according to the chart type and the chart parameters to obtain a corresponding chart;

[0018] The chart is exported into a picture format to obtain the target picture.

[0019] Furthermore, the step of performing data filling processing on the designated report template based on the business data and the target image to obtain a corresponding target report specifically includes:

[0020] Obtain identification information and image annotations in the specified report template;

[0021] Replacing the business data at a corresponding position in the specified report template based on the identification information to obtain a corresponding first report;

[0022] Filling the target image into a designated position in the first report based on the image annotation to obtain a corresponding second report;

[0023] Performing format adjustment processing on the second report to obtain a corresponding third report;

[0024] The third report is used as the target report.

[0025] Furthermore, the step of verifying the target report based on the preset preview window specifically includes:

[0026] Calling the preview window and displaying the target report in the preview window;

[0027] Determining whether a confirmation operation triggered by a user for the target report is received;

[0028] If so, determining that the target report passes verification;

[0029] If not, it is determined that the target report has failed verification.

[0030] Furthermore, the step of performing corresponding email sending processing on the target report based on the preset email distribution component specifically includes:

[0031] Get the preset email configuration information;

[0032] Calling the mail distribution component;

[0033] Based on the mail distribution component, the mail configuration information and the target report are processed to obtain a corresponding target mail;

[0034] Send the target email to relevant personnel.

[0035] Furthermore, before the step of acquiring the designated report template corresponding to the target unit from the preset report template library, the method further includes:

[0036] Determine whether a report template upload request triggered by a specified user is received; wherein the report template upload request carries a first report template;

[0037] If so, obtaining a designated unit corresponding to the designated user;

[0038] Establishing an association relationship between the designated unit and the first report template;

[0039] Based on the association relationship, the first report template is stored in the report template library.

[0040] Furthermore, after the step of storing the first report template in the report template library based on the association relationship, the method further includes:

[0041] determining whether a template update request for the first report template triggered by the designated user is received;

[0042] If yes, display the preset system interface;

[0043] receiving a new second report template uploaded by the designated user through the system interface;

[0044] The first report template in the report template library is replaced based on the second report template.

[0045] In order to solve the above technical problems, the embodiment of the present application further provides a report processing device, which adopts the following technical solution:

[0046] A first judgment module is used to obtain the current time and judge whether the current time reaches the task scheduling time corresponding to the report generation plan of the target unit;

[0047] An execution module, for executing a predefined data extraction task based on a preset RPA robot to obtain the business data of the target unit within a preset time period;

[0048] A first acquisition module, used for acquiring a designated report template corresponding to the target unit from a preset report template library;

[0049] A generation module, used to perform image generation processing on the business data based on a preset target generation component to obtain a corresponding target image;

[0050] A filling module, used to perform data filling processing on the specified report template based on the business data and the target image to obtain a corresponding target report;

[0051] A verification module, used for verifying the target report based on a preset preview window;

[0052] The sending module is used to perform corresponding email sending processing on the target report based on a preset email distribution component if the target report passes the verification.

[0053] In order to solve the above technical problems, the embodiment of the present application further provides a computer device, which adopts the following technical solution:

[0054] Obtaining the current time, and determining whether the current time reaches the task scheduling time corresponding to the report generation plan of the target unit;

[0055] If yes, a predefined data extraction task is executed based on a preset RPA robot to obtain the business data of the target unit within a preset time period;

[0056] Acquire a specified report template corresponding to the target unit from a preset report template library;

[0057] Based on a preset target generation component, the business data is processed for image generation to obtain a corresponding target image;

[0058] Performing data filling processing on the designated report template based on the business data and the target image to obtain a corresponding target report;

[0059] Performing verification processing on the target report based on a preset preview window;

[0060] If the target report passes the verification, the target report is processed by corresponding email sending based on the preset email distribution component.

[0061] In order to solve the above technical problems, the embodiment of the present application further provides a computer-readable storage medium, which adopts the following technical solution:

[0062] Obtaining the current time, and determining whether the current time reaches the task scheduling time corresponding to the report generation plan of the target unit;

[0063] If yes, a predefined data extraction task is executed based on a preset RPA robot to obtain the business data of the target unit within a preset time period;

[0064] Acquire a specified report template corresponding to the target unit from a preset report template library;

[0065] Based on a preset target generation component, the business data is processed for image generation to obtain a corresponding target image;

[0066] Performing data filling processing on the designated report template based on the business data and the target image to obtain a corresponding target report;

[0067] Performing verification processing on the target report based on a preset preview window;

[0068] If the target report passes the verification, the target report is processed by corresponding email sending based on the preset email distribution component.

[0069] Compared with the prior art, the embodiments of the present application have the following beneficial effects:

[0070] This application first obtains the current time and determines whether the current time reaches the task scheduling time corresponding to the report generation plan of the target unit; if so, based on the preset RPA robot, a predefined data extraction task is executed to obtain the business data of the target unit within the preset time period; then the specified report template corresponding to the target unit is obtained from the preset report template library; thereafter, based on the preset target generation component, image generation processing is performed on the business data to obtain the corresponding target image; subsequently, data filling processing is performed on the specified report template based on the business data and the target image to obtain the corresponding target report; further, the target report is verified based on the preset preview window; if the target report passes the verification, the target report is subjected to corresponding email sending processing based on the preset email distribution component. When this application detects that the current time has reached the task scheduling time corresponding to the report generation plan of the target unit, it will automatically use the RPA robot to perform a predefined data extraction task to obtain the business data of the target unit within a preset time period, and then obtain the specified report template corresponding to the target unit from the preset report template library, and use the target generation component to generate an image of the business data to obtain the corresponding target image, and then fill the data of the specified report template based on the business data and the target image to obtain the target report, and verify the target report based on the use of the preview window. Finally, when it is detected that the target report passes the verification, the target report will be sent by email based on the use of the email distribution component. This application can automatically, efficiently and accurately complete the processing of report generation and email distribution through the combined use of RPA robots, report template libraries, target generation components and email distribution components, effectively improving the processing efficiency and processing intelligence of report generation and email distribution. BRIEF DESCRIPTION OF THE DRAWINGS

[0071] In order to more clearly illustrate the scheme in the present application, a brief introduction is given below to the drawings required for use in the description of the embodiments of the present application. Obviously, the drawings described below are some embodiments of the present application. For ordinary technicians in this field, other drawings can be obtained based on these drawings without paying any creative work.

[0072] Figure 1 is an exemplary system architecture diagram to which the present application may be applied;

[0073] Figure 2 A flowchart of an embodiment of a report processing method according to the present application;

[0074] Figure 3 is a structural schematic diagram of an embodiment of a report processing device according to the present application;

[0075] Figure 4 It is a structural diagram of an embodiment of a computer device according to the present application. DETAILED DESCRIPTION

[0076] Unless otherwise defined, all technical and scientific terms used herein have the same meaning as those commonly understood by technicians in the technical field of the present application; the terms used in the specification of the application herein are only for the purpose of describing specific embodiments and are not intended to limit the present application; the terms "including" and "having" and any variations thereof in the specification and claims of the present application and the above-mentioned drawings are intended to cover non-exclusive inclusions. The terms "first", "second", etc. in the specification and claims of the present application or the above-mentioned drawings are used to distinguish different objects, not to describe a specific order.

[0077] Reference to "embodiments" herein means that a particular feature, structure, or characteristic described in conjunction with the embodiments may be included in at least one embodiment of the present application. The appearance of the phrase in various locations in the specification does not necessarily refer to the same embodiment, nor is it an independent or alternative embodiment that is mutually exclusive with other embodiments. It is explicitly and implicitly understood by those skilled in the art that the embodiments described herein may be combined with other embodiments.

[0078] In order to enable those skilled in the art to better understand the solution of the present application, the technical solution in the embodiments of the present application will be clearly and completely described below in conjunction with the accompanying drawings.

[0079] like Figure 1 As shown, the system architecture 100 may include a terminal device 101, a network 102 and a server 103. The terminal device 101 may be a laptop 1011, a tablet computer 1012 or a mobile phone 1013. The network 102 is used to provide a medium for a communication link between the terminal device 101 and the server 103. The network 102 may include various connection types, such as wired, wireless communication links or optical fiber cables, etc.

[0080] The user can use the terminal device 101 to interact with the server 103 through the network 102 to receive or send messages, etc. Various communication client applications can be installed on the terminal device 101, such as web browser applications, shopping applications, search applications, instant messaging tools, email clients, social platform software, etc.

[0081] The terminal device 101 can be any electronic device with a display screen and supporting web browsing. In addition to the laptop computer 1011, tablet computer 1012 or mobile phone 1013, the terminal device 101 can also be an e-book reader, an MP3 player (Moving Picture Experts Group Audio Layer III), an MP4 (Moving Picture Experts Group Audio Layer IV), a laptop computer, a desktop computer, etc.

[0082] The server 103 may be a server that provides various services, such as a background server that provides support for a web page displayed on the terminal device 101 .

[0083] It should be noted that the report processing method provided in the embodiment of the present application is generally executed by a server / terminal device, and accordingly, the report processing device is generally arranged in the server / terminal device.

[0084] It should be understood that Figure 1 The number of terminal devices, networks and servers in the embodiment is only for illustration. Any number of terminal devices, networks and servers may be provided according to the implementation requirements.

[0085] Continue to refer Figure 2 , shows a flow chart of an embodiment of the report processing method according to the present application. According to different requirements, the order of the steps in the flow chart can be changed, and some steps can be omitted. The report processing method provided in the embodiment of the present application can be applied to any scenario where product recommendations are required, and the report processing method can be applied to products in these scenarios, for example, product recommendations in the financial insurance field. The report processing method comprises the following steps:

[0086] Step S201, obtaining the current time, and determining whether the current time reaches the task scheduling time corresponding to the report generation plan of the target unit.

[0087] In this embodiment, the electronic device (eg, Figure 1The server / terminal device shown in the figure) can obtain the task scheduling time corresponding to the report generation plan of the target unit through a wired connection or a wireless connection. It should be noted that the above-mentioned wireless connection method may include but is not limited to 3G / 4G / 5G connection, WiFi connection, Bluetooth connection, WiMAX connection, Zigbee connection, UWB (ultra wideband) connection, and other wireless connection methods currently known or developed in the future. The execution subject of this application may be a report processing system, or simply referred to as a system. The above-mentioned task scheduling time is the specified time corresponding to the task scheduling plan for automatically executing the generation of financial department reports related to the target unit within a certain time period (such as every week) pre-set by the target unit according to personalized needs. Specifically, the above-mentioned target unit can be any unit, such as an insurance unit or a bank unit. The financial departments in different units are responsible for regularly compiling and controlling reports on the execution of cost budgets, which are generally completed within a monthly or weekly time frame. These reports need to be customized according to the specific circumstances of different units, and reported to the management on a regular basis by email, and notifications are sent to the budget managers of relevant departments. There is no specific limitation on the time selection of the task scheduling time corresponding to the report generation plan of the target unit, and it can be set according to the actual unit needs, for example, it can be set to 10 o'clock every Monday.

[0088] Step S202: If yes, a predefined data extraction task is executed based on a preset RPA robot to obtain the business data of the target unit within a preset time period.

[0089] In this embodiment, the current time obtained can be compared with the task scheduling time corresponding to the report generation plan of the target unit. If it is detected that the current time reaches the task scheduling time, the RPA (Robotic Process Automation) robot operation will be triggered regularly to execute the predefined data extraction task through the RPA robot to obtain the business data of the target unit within the preset time period. Among them, the RPA robot corresponding to the target unit is pre-configured in the system, and the data query and extraction tasks performed by the RPA robot are set. Specifically, according to actual business needs, the specific tasks (data extraction tasks) that the RPA robot needs to perform are pre-defined, including which databases to query, which SQL statements to execute, which data fields to extract, etc., and the trigger mechanism of the RPA robot will be set (such as timed triggering, or triggered by the user manually clicking the generate report button). Therefore, when the trigger mechanism is met, the RPA robot automatically executes the data query and extraction tasks according to the task definition to obtain the business data of the target unit within the preset time period, and stores the business in the specified location or data structure. There is no specific limitation on the selection of the value within the above preset time period, for example, it can be this week. For example, at a specified time each week, the RPA robot will automatically connect to the enterprise data system corresponding to the target unit to query and extract the controllable cost budget execution data for that week.

[0090] In addition, it can also be manually triggered based on query conditions entered by the user (such as date range, unit, etc.) to accurately capture the business data required to generate reports, such as key data items, to improve the targetedness and efficiency of data processing.

[0091] Step S203: acquiring a designated report template corresponding to the target unit from a preset report template library.

[0092] In this embodiment, the report template library is a pre-built database storing report templates according to unit dimensions. A report query can be performed on the report template library according to the target unit to obtain the latest specified report template matching the target unit.

[0093] Step S204: performing image generation processing on the business data based on a preset target generation component to obtain a corresponding target image.

[0094] In this embodiment, the above-mentioned specific implementation process of performing image generation processing on the business data based on the preset target generation component to obtain the corresponding target image will be further described in detail in the subsequent specific embodiments of this application, and will not be elaborated in detail here.

[0095] Step S205: Fill the specified report template with data based on the business data and the target image to obtain a corresponding target report.

[0096] In this embodiment, the specific implementation process of filling data on the designated report template based on the business data and the target image to obtain the corresponding target report will be described in further detail in subsequent specific embodiments of the present application and will not be elaborated on here.

[0097] Step S206: verify the target report based on the preset preview window.

[0098] In this embodiment, the specific implementation process of verifying the target report based on the preset preview window will be described in further detail in subsequent specific embodiments of the present application, and will not be elaborated on here.

[0099] Step S207: If the target report passes the verification, the target report is processed by sending corresponding emails based on a preset email distribution component.

[0100] In this embodiment, the specific implementation process of the above-mentioned corresponding email sending processing for the target report based on the preset email distribution component will be further described in detail in the subsequent specific embodiments of this application, and will not be elaborated in detail here.

[0101] This application first obtains the current time and determines whether the current time reaches the task scheduling time corresponding to the report generation plan of the target unit; if so, based on the preset RPA robot, a predefined data extraction task is executed to obtain the business data of the target unit within the preset time period; then the specified report template corresponding to the target unit is obtained from the preset report template library; thereafter, based on the preset target generation component, image generation processing is performed on the business data to obtain the corresponding target image; subsequently, data filling processing is performed on the specified report template based on the business data and the target image to obtain the corresponding target report; further, the target report is verified based on the preset preview window; if the target report passes the verification, the target report is subjected to corresponding email sending processing based on the preset email distribution component. When this application detects that the current time has reached the task scheduling time corresponding to the report generation plan of the target unit, it will automatically use the RPA robot to perform a predefined data extraction task to obtain the business data of the target unit within a preset time period, and then obtain the specified report template corresponding to the target unit from the preset report template library, and use the target generation component to generate an image of the business data to obtain the corresponding target image, and then fill the data of the specified report template based on the business data and the target image to obtain the target report, and verify the target report based on the use of the preview window. Finally, when it is detected that the target report passes the verification, the target report will be sent by email based on the use of the email distribution component. This application can automatically, efficiently and accurately complete the processing of report generation and email distribution through the combined use of RPA robots, report template libraries, target generation components and email distribution components, effectively improving the processing efficiency and processing intelligence of report generation and email distribution.

[0102] In some optional implementations, step S204 includes the following steps:

[0103] A corresponding chart type and chart parameters are determined based on the business data.

[0104] In this embodiment, the type of chart to be generated (such as a bar chart, a line chart, a pie chart, etc.) can be determined based on the data properties of the above business data. In addition, the title, axis labels, legend and other parameters of the chart to be generated, i.e., the above chart parameters, can be dynamically set based on the extracted business data.

[0105] The business data is converted into a data format related to the chart to obtain corresponding specified data.

[0106] In this embodiment, the above data format refers to the format required for generating a chart.

[0107] The specified data is passed to the target generation component.

[0108] In this embodiment, the target generation component can specifically use the Echart library. Echart is a powerful JavaScript chart library that allows developers to create various interactive charts on web pages. When the chart is drawn, the export function provided by Echart can be used to export the chart to a picture format, such as PNG.

[0109] Through the target generation component, the designated data is subjected to chart rendering processing according to the chart type and the chart parameters to obtain a corresponding chart.

[0110] In this embodiment, after the target generation component receives the above-mentioned designated data, the target generation component may perform chart rendering processing on the designated data to generate a chart matching the above-mentioned chart type and chart parameters.

[0111] Specifically, for the organizational hierarchy information in the report template, the system can intelligently identify the organizational structure of the user's login by parsing the organization and identification ID, dynamically assemble it into an organizational list, and use the powerful function of Excel to generate organizational hierarchy charts for subsequent embedding in the report to enhance the intuitiveness and readability of the report. In addition, the system can also deepen the data analysis function, perform multi-dimensional data aggregation and statistical analysis based on the dimensions such as subjects and professional types marked in the report, and generate a detailed result list. Subsequently, the system automatically searches for the corresponding identification ID in the template, completes the data replacement, and ensures the integrity and accuracy of the report content.

[0112] The chart is exported into a picture format to obtain the target picture.

[0113] In this embodiment, the rendered chart is exported into a picture format, such as PNG format, so as to generate the required target picture.

[0114] The present application determines the corresponding chart type and chart parameters based on the business data; then converts the business data into a data format related to the chart to obtain the corresponding specified data; then passes the specified data to the target generation component; subsequently, through the target generation component, the specified data is subjected to chart rendering processing according to the chart type and the chart parameters to obtain the corresponding chart; finally, the chart is exported to a picture format to obtain the target picture. The present application determines the corresponding chart type and chart parameters based on the business data; then converts the business data into a data format related to the chart to obtain the specified data and passes it to the target generation component; then, based on the use of the target generation component, the specified data is subjected to chart rendering processing according to the chart type and chart parameters to obtain the corresponding chart; then, the chart is exported to a picture format to obtain the target picture, thereby achieving rapid and accurate completion of the picture generation processing for the business data, improving the generation efficiency of the target picture, and ensuring the accuracy of the obtained target picture.

[0115] In some optional implementations of this embodiment, step S205 includes the following steps:

[0116] Obtain identification information and image annotations in the specified report template.

[0117] In this embodiment, the report template can be parsed to obtain identification information and image annotations in the report template. The identification information can be a unique identification ID generated based on a combination of special characters and numbers, which is used to accurately locate and quickly replace data in the report template. The image annotation can refer to a reserved position of an image in the report template, such as an image placeholder.

[0118] The business data is replaced at a corresponding position in the specified report template based on the identification information to obtain a corresponding first report.

[0119] In this embodiment, after obtaining the above identification information, the captured business data can be matched according to the identification information and filled into the corresponding reserved position in the specified report template, thereby generating a corresponding first report.

[0120] Based on the image annotation, the target image is filled into a designated position in the first report to obtain a corresponding second report.

[0121] In this embodiment, after obtaining the above-mentioned picture annotation, the generated target picture is inserted into the corresponding position in the above-mentioned second report using the POI component according to the position of the picture annotation, thereby generating the corresponding second report. Among them, POI is an open source Java library provided by Apache, which allows Java programs to read and write Microsoft Office documents, including Word, Excel, etc. Using the POI component, the generated target picture can be read as binary data and inserted into the specified position of the report. And when inserting the picture, the properties such as the size, position and wrapping method of the picture can be specified. In addition, during the picture insertion process, the properties such as the size, position and spacing of the picture with other elements can be adjusted to ensure that they maintain a consistent style and format with other content in the report.

[0122] In addition, during the image insertion process, it will intelligently ensure that the generated target image matches the image annotations in the specified report template, such as the placeholder size, to avoid formatting errors after insertion. If there are multiple image annotations in the specified report template, a corresponding image is generated for each image annotation and ensured that they are inserted into the document in the correct order. When generating images, the consistency and accuracy of the data must be maintained to ensure that the information in the target report generated is correct.

[0123] The second report is formatted to obtain a corresponding third report.

[0124] In this embodiment, the format adjustment process includes adjusting character color, font parameters, paragraph format and the like.

[0125] The third report is used as the target report.

[0126] In this embodiment, by integrating the above business data and target images, the system completes the construction of the target report without relying on structured data processing, thereby avoiding the need for structuring data in the traditional way and greatly reducing the complexity of data processing. In addition, the target report can be previewed instantly through front-end rendering.

[0127] The present application obtains the identification information and picture annotations in the specified report template; then replaces the business data to the corresponding position in the specified report template based on the identification information to obtain the corresponding first report; and fills the target picture to the specified position in the first report based on the picture annotation to obtain the corresponding second report; then performs format adjustment processing on the second report to obtain the corresponding third report; and subsequently uses the third report as the target report. The present application obtains the identification information and picture annotations in the specified report template; then replaces the business data to the corresponding position in the specified report template based on the use of the identification information to obtain the corresponding first report; and fills the target picture to the specified position in the specified report template based on the use of the picture annotation to obtain the corresponding second report; and then performs format adjustment processing on the second report, thereby realizing the rapid and accurate completion of the data filling processing for the specified report template using the business data and the target picture, improving the generation efficiency of the target report, and improving the readability and professionalism of the generated target report.

[0128] In some optional implementations, step S206 includes the following steps:

[0129] The preview window is called, and the target report is displayed in the preview window.

[0130] In this embodiment, after the target report is constructed, it will be saved in the form of a file. The image upload interface defined by the system is called, and the target passes in the generated report. During the upload process, the system generates a unique Ywkey as the file identifier, and then uploads the target report to the specified location on the server. After the target report is successfully uploaded, the system pops up a preview window through the front-end interface and displays the generated target report in the preview window. Among them, the system provides an instant online preview function through the preview window of the front end, so that the user can directly preview the target report in the preview window.

[0131] Determine whether a confirmation operation triggered by a user for the target report is received.

[0132] In this embodiment, the user can view the above target report in the preview window of the front-end interface and make necessary confirmation or modification.

[0133] If so, it is determined that the target report passes the verification.

[0134] In this embodiment, if a confirmation operation for the above target report is received, which is triggered by the user, it indicates that the user confirms that the report is correct, and then it is determined that the target report has passed the verification.

[0135] If not, it is determined that the target report has failed verification.

[0136] In this embodiment, if a confirmation operation for the target report triggered by the user is not received, or an operation to modify the target report triggered by the user is received, it indicates that there is an error in the target report, and it is determined that the target report has failed the verification.

[0137] Among them, before generating the final target report, the system allows users to render and preview on the front end to ensure that the appearance of the report meets expectations and is error-free, effectively improving the display effect of the report and solving the problem that the traditional mode is generated on the back end and cannot be previewed.

[0138] The present application displays the target report by calling the preview window and displaying the target report in the preview window; then determines whether a confirmation operation for the target report triggered by the user is received; if so, determines that the target report has passed the verification; if not, determines that the target report has not passed the verification. The present application displays the target report based on the use of the preview window, and then determines whether a confirmation operation for the target report triggered by the user is received, and then according to the obtained judgment result, the verification processing of the target report can be completed efficiently and accurately, thereby ensuring the accuracy of the verification result of the obtained target report.

[0139] In some optional implementations, step S207 includes the following steps:

[0140] Get the preset email configuration information.

[0141] In this embodiment, the above-mentioned email configuration information may be an email configuration corresponding to the report sending process of the target unit pre-set according to actual business needs, for example, it may include email title, body content, sending and receiving addresses, etc.

[0142] The mail distribution component is called.

[0143] In this embodiment, the mail distribution component may specifically adopt a Javax.mail component.

[0144] Based on the mail distribution component, mail construction processing is performed on the mail configuration information and the target report to obtain a corresponding target mail.

[0145] In this embodiment, by using the above-mentioned email distribution component, the generated target report is read as a binary stream and prepared as an attachment to the email, and the subject, body and sender and receiver addresses of the email are set accordingly according to the above-mentioned email configuration information, thereby obtaining a constructed target email.

[0146] Send the target email to relevant personnel.

[0147] In this embodiment, the above-mentioned relevant personnel may include the management level and the relevant department budget manager corresponding to the above-mentioned target unit. The constructed target email may be sent to the designated receiving address corresponding to the above-mentioned relevant personnel via the SMTP protocol.

[0148] After the target email is sent, the recipient (relevant personnel) can directly view the report in the target email and perform offline secondary editing as needed to meet more diversified needs. The entire process design is designed to improve the efficiency of report generation and delivery while ensuring data accuracy and report flexibility.

[0149] The present application obtains preset mail configuration information; then calls the mail distribution component; then based on the mail distribution component, performs mail construction processing on the mail configuration information and the target report to obtain the corresponding target mail; and then sends the target mail to the relevant personnel. The present application obtains preset mail configuration information; then based on the use of the mail distribution component, performs mail construction processing on the mail configuration information and the target report to obtain the corresponding target mail, and then sends the target mail to the relevant personnel, thereby realizing the automatic mail notification function after the target report is generated through the mail distribution component, improving work efficiency, reducing manual intervention, and improving the intelligence of mail sending.

[0150] In some optional implementations of this embodiment, before step S203, the electronic device may further perform the following steps:

[0151] Determine whether a report template upload request triggered by a designated user is received; wherein the report template upload request carries a first report template.

[0152] In this embodiment, the above-mentioned designated user can be an employee of any unit. Each unit can set a report template according to personalized needs, such as a Word report template. Among them, the report template may include identification information (or referred to as identification ID) and reserved chart annotations. A unique identification ID can be used by using a combination of special characters and numbers. In addition, the designated user triggers a report template upload request in the system interface, and uploads the above-mentioned first report template to the system through the system interface, so that the system will receive the first report template. The report template can be designed flexibly to cover diverse reporting needs and improve customization and adaptability. In addition, by innovatively disassembling the report template, accurately distinguishing the text and picture parts, processing the text and picture content separately, and using a combination of special characters and numbers as a unique identification ID, accurate positioning and rapid replacement of data can be achieved.

[0153] If so, obtain the designated unit corresponding to the designated user.

[0154] In this embodiment, the user information of the designated user, such as the user name, can be obtained, and then the unit information of the designated user can be queried according to the user information to obtain the designated unit that matches the designated user. An exemplary designated unit can be a financial unit.

[0155] An association relationship is established between the designated unit and the first report template.

[0156] In this embodiment, an association relationship between the above-mentioned designated unit and the first report template is constructed so that the subsequent system can store the first report template according to the unit dimension, thereby ensuring the applicability and consistency of the report template.

[0157] Based on the association relationship, the first report template is stored in the report template library.

[0158] In this embodiment, the first report template is stored in the report template library according to the constructed association relationship, so that the system can support fine management of the report templates according to the unit dimension.

[0159] The present application determines whether a report template upload request triggered by a designated user is received; wherein the report template upload request carries a first report template; if so, obtains a designated unit corresponding to the designated user; then builds an association relationship between the designated unit and the first report template; and subsequently stores the first report template in the report template library based on the association relationship. The present application intelligently obtains the designated unit corresponding to the designated user after receiving a report template upload request triggered by a designated user, and builds an association relationship between the designated unit and the first report template, and then stores the first report template in the report template library based on the association relationship, thereby realizing the storage of the first report template by unit dimension, and improving the intelligent management of report templates.

[0160] In some optional implementations of this embodiment, after the step of storing the first report template in the report template library based on the association relationship, the electronic device may further perform the following steps:

[0161] It is determined whether a template update request for the first report template triggered by the designated user is received.

[0162] In this embodiment, when the designated user has a template update requirement for the first report template, the template maintenance function provided by the system can be used to trigger a template update request for the first report template in the system.

[0163] Among them, this application provides the function of report template management, allowing each unit to manage report templates online, avoiding code modifications caused by changes in report templates, while ensuring the customization and adaptability of the report format to meet the specific needs of different units.

[0164] If yes, display the default system interface.

[0165] In this embodiment, the system interface is a pre-built interface for assisting users in online customization and dimension processing of report templates.

[0166] A new second report template uploaded by the designated user through the system interface is received.

[0167] In this embodiment, the designated user can select and upload a new second report template that needs to be updated through the above system interface according to personal template update requirements.

[0168] The first report template in the report template library is replaced based on the second report template.

[0169] In this embodiment, after receiving the second report template uploaded by the specified user, the system will automatically replace the old template (first report template) in the above report template library with the new template (second report template). Specifically, the system will immediately recognize the identification information of the new template (second report template) and update the report template library without modifying the underlying code.

[0170] The advanced report template management mechanism introduced in this application enables each management unit to easily customize and maintain report templates online.

[0171] The present application determines whether a template update request for the first report template triggered by the designated user is received; if so, displays a preset system interface; then receives a new second report template uploaded by the designated user through the system interface; and subsequently performs template replacement processing on the first report template in the report template library based on the second report template. Upon receiving a template update request for the first report template triggered by the designated user, the present application displays a preset system interface, receives a new second report template uploaded by the designated user through the system interface, and then performs template replacement processing on the first report template in the report template library based on the second report template, thereby realizing online instant update processing of the report template without modifying the underlying code, effectively improving the processing efficiency and processing intelligence of the update processing of the report template.

[0172] In some optional implementations, the user information obtained is subject to the user's consent and complies with relevant laws and policies.

[0173] This application innovatively introduces the electronic management function of report templates, allowing dynamic adaptation of report templates according to the organizational structure of the unit. This not only ensures the consistency of standard templates, but also flexibly meets the unique needs of each unit. By setting scheduled tasks and combining advanced RPA technology, the background can automatically extract the required data and generate reports instantly on the front end, supporting online preview. At the same time, in order to improve efficiency, this patent also integrates an automatic email sending module, thereby realizing the automatic notification function of report generation.

[0174] This application solves the problem of filling in the controllable cost budget execution report for units and departments within a certain accounting period during the enterprise budget execution management process, and provides the function of managing the controllable cost budget execution report template. According to the unit organization logged in on the front-end interface, the report template is obtained to ensure the customization and adaptability of the report format to meet the specific needs of different units. The RPA robot operation is triggered regularly, triggering the background data query extraction and report generation events. The report image is generated using the POI component, and the report file is generated. It is previewed after the front-end rendering without generating structured data. Finally, the Javax.mail component is called for automatic email notification. Avoid the problem of generating reports from the back-end and being unable to render and preview on the front-end, and reduce manual intervention to improve work efficiency.

[0175] In actual application, this application integrates the enterprise's phased financial reporting scenarios for the execution of controllable cost budgets, introduces an automatic adaptation mechanism for report templates, and adopts electronic template management to significantly improve the adaptability and flexibility of templates in various business environments. At the same time, it enhances its expansion capabilities to ensure that on the basis of adhering to the principle of standardization, it can also fully meet personalized usage needs. Combining timed scheduling technology and RPA technology, the background can automatically capture the required data, and then render and preview the report in real time on the front end to ensure that the output report appearance is accurate and correct. In addition, the integrated automatic email sending function greatly speeds up the distribution of reports and improves the user's response efficiency.

[0176] It should be understood that the order of execution of the steps in the above embodiment does not necessarily mean the order of execution. The execution order of each process should be determined by its function and internal logic, and should not constitute any limitation on the implementation process of the embodiment of the present invention.

[0177] It should be emphasized that in order to further ensure the privacy and security of the above-mentioned target report, the above-mentioned target report can also be stored in a node of a blockchain.

[0178] The blockchain referred to in this application is a new application model of computer technologies such as distributed data storage, peer-to-peer transmission, consensus mechanism, encryption algorithm, etc. Blockchain is essentially a decentralized database, a string of data blocks generated by cryptographic methods. Each data block contains a batch of network transaction information, which is used to verify the validity of its information (anti-counterfeiting) and generate the next block. Blockchain can include the underlying blockchain platform, platform product service layer, and application service layer.

[0179] Those skilled in the art can understand that all or part of the processes in the above-mentioned embodiments can be implemented by instructing the relevant hardware through computer-readable instructions, and the computer-readable instructions can be stored in a computer-readable storage medium. When the program is executed, it can include the processes of the embodiments of the above-mentioned methods. Among them, the aforementioned storage medium can be a non-volatile storage medium such as a disk, an optical disk, a read-only memory (ROM), or a random access memory (RAM).

[0180] It should be understood that, although the steps in the flowchart of the accompanying drawings are displayed in sequence as indicated by the arrows, these steps are not necessarily executed in sequence in the order indicated by the arrows. Unless otherwise specified herein, there is no strict order restriction on the execution of these steps, and they can be executed in other orders. Moreover, at least a part of the steps in the flowchart of the accompanying drawings may include multiple sub-steps or multiple stages, and these sub-steps or stages are not necessarily executed at the same time, but can be executed at different times, and their execution order is not necessarily sequential, but can be executed in turn or alternately with other steps or at least a part of the sub-steps or stages of other steps.

[0181] Further references Figure 3 , as a response to the above Figure 2 In order to realize the method shown in the figure, the present application provides an embodiment of a report processing device, and the device embodiment is Figure 2 Corresponding to the method embodiment shown, the device can be specifically applied to various electronic devices.

[0182] like Figure 3 As shown, the report processing device 300 described in this embodiment includes: a first judgment module 301, an execution module 302, a first acquisition module 303, a generation module 304, a filling module 305, a verification module 306 and a sending module 307. Among them:

[0183] The first judgment module 301 is used to obtain the current time and judge whether the current time reaches the task scheduling time corresponding to the report generation plan of the target unit;

[0184] An execution module 302 is used to execute a predefined data extraction task based on a preset RPA robot to obtain the business data of the target unit within a preset time period;

[0185] A first acquisition module 303 is used to acquire a designated report template corresponding to the target unit from a preset report template library;

[0186] A generating module 304 is used to perform image generation processing on the business data based on a preset target generation component to obtain a corresponding target image;

[0187] A filling module 305 is used to perform data filling processing on the specified report template based on the business data and the target image to obtain a corresponding target report;

[0188] A verification module 306, configured to perform verification processing on the target report based on a preset preview window;

[0189] The sending module 307 is used to perform corresponding email sending processing on the target report based on a preset email distribution component if the target report passes the verification.

[0190] In this embodiment, the operations performed by the above modules or units correspond one-to-one to the steps of the report processing method in the aforementioned implementation mode, and will not be described in detail here.

[0191] In some optional implementations of this embodiment, the generating module 304 includes:

[0192] A first determination submodule, configured to determine a corresponding chart type and chart parameters based on the business data;

[0193] A conversion submodule, used to convert the business data into a data format related to the chart to obtain corresponding specified data;

[0194] A transfer submodule, used for transferring the specified data to the target generation component;

[0195] A rendering submodule, used for performing a chart rendering process on the specified data according to the chart type and the chart parameters through the target generation component to obtain a corresponding chart;

[0196] The export submodule is used to export the chart into a picture format to obtain the target picture.

[0197] In this embodiment, the operations performed by the above modules or units correspond one-to-one to the steps of the report processing method in the aforementioned implementation mode, and will not be repeated here.

[0198] In some optional implementations of this embodiment, the filling module 305 includes:

[0199] A first acquisition submodule is used to acquire identification information and picture annotations in the specified report template;

[0200] A replacement submodule, configured to replace the business data to a corresponding position in the specified report template based on the identification information to obtain a corresponding first report;

[0201] A filling submodule, used to fill the target image into a specified position in the first report based on the image annotation to obtain a corresponding second report;

[0202] an adjustment submodule, configured to perform format adjustment processing on the second report to obtain a corresponding third report;

[0203] The second determining submodule is used to use the third report as the target report.

[0204] In this embodiment, the operations performed by the above modules or units correspond one-to-one to the steps of the report processing method in the aforementioned implementation mode, and will not be repeated here.

[0205] In some optional implementations of this embodiment, the verification module 306 includes:

[0206] A display submodule, used for calling the preview window and displaying the target report in the preview window;

[0207] A determination submodule, used to determine whether a confirmation operation for the target report triggered by a user is received;

[0208] A first determination submodule, configured to determine that if yes, the target report passes the verification;

[0209] The second determination submodule is used to determine if the target report fails the verification.

[0210] In this embodiment, the operations performed by the above modules or units correspond one-to-one to the steps of the report processing method in the aforementioned implementation mode, and will not be repeated here.

[0211] In some optional implementations of this embodiment, the sending module 307 includes:

[0212] The second acquisition submodule is used to obtain preset email configuration information;

[0213] A calling submodule, used for calling the email distribution component;

[0214] A construction submodule, configured to perform mail construction processing on the mail configuration information and the target report based on the mail distribution component to obtain a corresponding target mail;

[0215] The sending submodule is used to send the target email to relevant personnel.

[0216] In this embodiment, the operations performed by the above modules or units correspond one-to-one to the steps of the report processing method in the aforementioned implementation mode, and will not be repeated here.

[0217] In some optional implementations of this embodiment, the report processing device further includes:

[0218] A second judgment module is used to judge whether a report template upload request triggered by a specified user is received; wherein the report template upload request carries a first report template;

[0219] A second acquisition module, configured to acquire a designated unit corresponding to the designated user;

[0220] A construction module, used for constructing an association relationship between the designated unit and the first report template;

[0221] A storage module is used to store the first report template in the report template library based on the association relationship.

[0222] In this embodiment, the operations performed by the above modules or units correspond one-to-one to the steps of the report processing method in the aforementioned implementation mode, and will not be repeated here.

[0223] In some optional implementations of this embodiment, the report processing device further includes:

[0224] A third judgment module is used to judge whether a template update request for the first report template triggered by the designated user is received;

[0225] A display module, used to display the preset system interface if yes;

[0226] A receiving module, configured to receive a new second report template uploaded by the designated user through the system interface;

[0227] A replacement module is used to perform template replacement processing on the first report template in the report template library based on the second report template.

[0228] In this embodiment, the operations performed by the above modules or units correspond one-to-one to the steps of the report processing method in the aforementioned implementation mode, and will not be repeated here.

[0229] To solve the above technical problems, the present application also provides a computer device. Figure 4 , Figure 4 This is a basic structural block diagram of the computer device in this embodiment.

[0230] The computer device 4 includes a memory 41, a processor 42, and a network interface 43 that are interconnected through a system bus. It should be noted that the figure only shows a computer device 4 with components 41-43, but it should be understood that it is not required to implement all the components shown, and more or fewer components can be implemented instead. Among them, those skilled in the art can understand that the computer device here is a device that can automatically perform numerical calculations and / or information processing according to pre-set or stored instructions, and its hardware includes but is not limited to microprocessors, application specific integrated circuits (Application Specific Integrated Circuit, ASIC), programmable gate arrays (Field-Programmable Gate Array, FPGA), digital processors (Digital Signal Processor, DSP), embedded devices, etc.

[0231] The computer device may be a computing device such as a desktop computer, a notebook, a PDA, a cloud server, etc. The computer device may interact with a user through a keyboard, a mouse, a remote controller, a touch pad, or a voice control device.

[0232] The memory 41 includes at least one type of readable storage medium, and the readable storage medium includes flash memory, hard disk, multimedia card, card-type memory (for example, SD or DX memory, etc.), random access memory (RAM), static random access memory (SRAM), read-only memory (ROM), electrically erasable programmable read-only memory (EEPROM), programmable read-only memory (PROM), magnetic memory, disk, optical disk, etc. In some embodiments, the memory 41 can be an internal storage unit of the computer device 4, such as a hard disk or memory of the computer device 4. In other embodiments, the memory 41 can also be an external storage device of the computer device 4, such as a plug-in hard disk equipped on the computer device 4, a smart memory card (Smart Media Card, SMC), a secure digital (Secure Digital, SD) card, a flash card (FlashCard), etc. Of course, the memory 41 can also include both the internal storage unit of the computer device 4 and its external storage device. In this embodiment, the memory 41 is generally used to store the operating system and various application software installed on the computer device 4, such as computer-readable instructions of the report processing method, etc. In addition, the memory 41 can also be used to temporarily store various types of data that have been output or are to be output.

[0233] The processor 42 may be a central processing unit (CPU), a controller, a microcontroller, a microprocessor, or other data processing chip in some embodiments. The processor 42 is generally used to control the overall operation of the computer device 4. In this embodiment, the processor 42 is used to run computer-readable instructions stored in the memory 41 or process data, such as computer-readable instructions for running the report processing method.

[0234] The network interface 43 may include a wireless network interface or a wired network interface. The network interface 43 is generally used to establish a communication connection between the computer device 4 and other electronic devices.

[0235] The present application also provides another embodiment, namely, providing a computer-readable storage medium, wherein the computer-readable storage medium stores computer-readable instructions, and the computer-readable instructions can be executed by at least one processor to enable the at least one processor to perform the steps of the report processing method as described above.

[0236] Through the description of the above implementation methods, those skilled in the art can clearly understand that the above-mentioned embodiment methods can be implemented by means of software plus a necessary general hardware platform, and of course by hardware, but in many cases the former is a better implementation method. Based on such an understanding, the technical solution of the present application, or the part that contributes to the prior art, can be embodied in the form of a software product, which is stored in a storage medium (such as ROM / RAM, magnetic disk, optical disk), and includes a number of instructions for a terminal device (which can be a mobile phone, computer, server, air conditioner, or network device, etc.) to execute the methods described in each embodiment of the present application.

[0237] Obviously, the embodiments described above are only some embodiments of the present application, rather than all embodiments. The preferred embodiments of the present application are given in the accompanying drawings, but they do not limit the patent scope of the present application. The present application can be implemented in many different forms. On the contrary, the purpose of providing these embodiments is to make the understanding of the disclosure of the present application more thorough and comprehensive. Although the present application is described in detail with reference to the aforementioned embodiments, for those skilled in the art, it is still possible to modify the technical solutions recorded in the aforementioned specific implementation methods, or to perform equivalent replacement of some of the technical features therein. Any equivalent structure made using the contents of the specification and drawings of this application, directly or indirectly used in other related technical fields, is similarly within the scope of patent protection of this application.

Claims

1. A report processing method, characterized in that: The steps include: Obtaining the current time, and determining whether the current time reaches the task scheduling time corresponding to the report generation plan of the target unit; If yes, a predefined data extraction task is executed based on a preset RPA robot to obtain the business data of the target unit within a preset time period; Acquire a specified report template corresponding to the target unit from a preset report template library; Based on a preset target generation component, the business data is processed for image generation to obtain a corresponding target image; Performing data filling processing on the designated report template based on the business data and the target image to obtain a corresponding target report; Performing verification processing on the target report based on a preset preview window; If the target report passes the verification, the target report is processed by corresponding email sending based on the preset email distribution component.

2. The report processing method according to claim 1, characterized in that: The step of performing image generation processing on the business data based on the preset target generation component to obtain a corresponding target image specifically includes: Determine corresponding chart type and chart parameters based on the business data; Convert the business data into a data format related to the chart to obtain corresponding specified data; passing the specified data to the target generation component; By means of the target generation component, the designated data is subjected to a chart rendering process according to the chart type and the chart parameters to obtain a corresponding chart; The chart is exported into a picture format to obtain the target picture.

3. The report processing method according to claim 1, characterized in that: The step of performing data filling processing on the designated report template based on the business data and the target image to obtain the corresponding target report specifically includes: Obtain identification information and image annotations in the specified report template; Replacing the business data at a corresponding position in the specified report template based on the identification information to obtain a corresponding first report; Filling the target image into a designated position in the first report based on the image annotation to obtain a corresponding second report; Performing format adjustment processing on the second report to obtain a corresponding third report; The third report is used as the target report.

4. The report processing method according to claim 1, characterized in that: The step of verifying the target report based on the preset preview window specifically includes: Calling the preview window and displaying the target report in the preview window; Determining whether a confirmation operation triggered by a user for the target report is received; If so, determining that the target report passes verification; If not, it is determined that the target report has failed verification.

5. The report processing method according to claim 1, characterized in that: The step of performing corresponding email sending processing on the target report based on the preset email distribution component specifically includes: Get the preset email configuration information; Calling the mail distribution component; Based on the mail distribution component, the mail configuration information and the target report are processed to obtain a corresponding target mail; Send the target email to relevant persons.

6. The report processing method according to claim 1, characterized in that: Before the step of acquiring the designated report template corresponding to the target unit from the preset report template library, the method further includes: Determine whether a report template upload request triggered by a specified user is received; wherein the report template upload request carries a first report template; If so, obtaining a designated unit corresponding to the designated user; Establishing an association relationship between the designated unit and the first report template; Based on the association relationship, the first report template is stored in the report template library.

7. The report processing method according to claim 6, characterized in that: After the step of storing the first report template in the report template library based on the association relationship, the method further includes: determining whether a template update request for the first report template triggered by the designated user is received; If yes, display the preset system interface; receiving a new second report template uploaded by the designated user through the system interface; The first report template in the report template library is replaced based on the second report template.

8. A report processing device, characterized in that: include: A first judgment module is used to obtain the current time and judge whether the current time reaches the task scheduling time corresponding to the report generation plan of the target unit; An execution module, for executing a predefined data extraction task based on a preset RPA robot to obtain the business data of the target unit within a preset time period; A first acquisition module, used for acquiring a designated report template corresponding to the target unit from a preset report template library; A generation module, used to perform image generation processing on the business data based on a preset target generation component to obtain a corresponding target image; A filling module, used to perform data filling processing on the specified report template based on the business data and the target image to obtain a corresponding target report; A verification module, used for verifying the target report based on a preset preview window; The sending module is used to perform corresponding email sending processing on the target report based on a preset email distribution component if the target report passes the verification.

9. A computer device, characterized in that: The method comprises a memory and a processor, wherein the memory stores computer-readable instructions, and the processor implements the steps of the report processing method according to any one of claims 1 to 7 when executing the computer-readable instructions.

10. A computer-readable storage medium, characterized in that: The computer-readable storage medium stores computer-readable instructions, and when the computer-readable instructions are executed by a processor, the steps of the report processing method according to any one of claims 1 to 7 are implemented.

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