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CN-121996230-A - Business document design method and device of intelligent financial management system

CN121996230ACN 121996230 ACN121996230 ACN 121996230ACN-121996230-A

Abstract

The application discloses a business document design method and device of an intelligent financial management system. The business bill design method of the intelligent financial management system comprises the steps of obtaining operation information generated by low-code free design operation executed by a user through a visual interactive interface, generating configuration data according to the operation information, generating a complete business bill template according to the configuration data, and performing visual display on the complete business bill template. The complete business bill template generated by the business bill design method of the intelligent financial management system has the advantages of visualization and flexible configuration, and the business rule configurator is built in the business model, so that the business rules can be triggered by the business bill through an on-line page configuration mode, the work which is required to be matched by developers and operation and maintenance personnel can be completed by the financial business bill designer, and the immediate effectiveness without restarting the service is ensured.

Inventors

  • Request for anonymity

Assignees

  • 北京融和友信科技股份有限公司

Dates

Publication Date
20260508
Application Date
20260125

Claims (10)

  1. 1. The business document design method of the intelligent financial management system is characterized by comprising the following steps of: acquiring operation information generated by low-code free design operation executed by a user through a visual interactive interface; generating configuration data according to the operation information; Generating a complete business bill template according to the configuration data; And visually displaying the complete business document template.
  2. 2. A business document design method for an intelligent financial management system according to claim 1, wherein the low code free-form design operation comprises a query template design operation comprising: The user drags the query field elements through the visual interaction interface, selects the comparison operator and inputs the query value, wherein the query field elements comprise interaction components corresponding to the bill type, the bill number and the date; The generating configuration data according to the operation information comprises query template configuration information, and the query template configuration information is generated through the query template design operation.
  3. 3. A business document design method of an intelligent financial management system according to claim 2, wherein said low code freeform design operation further comprises a list template design operation comprising: the method comprises the steps that a user drags list elements through a visual interactive interface, adjusts a column display sequence, sets a column width and selects a column alignment mode, wherein the list elements correspond to a table component of an Element UI, the column width is set to include a specific pixel value or a dragging column boundary, and the column alignment mode includes left alignment, right alignment or middle alignment; the operation information includes list template configuration information generated by the list template design operation.
  4. 4. A business document design method for an intelligent financial management system according to claim 3, wherein said low code free form design operation further comprises a form template design operation comprising: the user selects a target component from a preset form component library to drag to a design area and sets component attributes, so that corresponding form template design operation information is generated; the operation information includes form template design operation information, which is generated by the form template design operation.
  5. 5. A business document design method of an intelligent financial management system according to claim 4, wherein said low code free-form design operation further comprises a print template design operation comprising: The user selects a target element from a preset printing element library and adds the target element to a printing design area, so that corresponding printing template design operation information is generated; The operation information includes print template design operation information generated by the print template design operation.
  6. 6. A business document design method for an intelligent financial management system according to claim 5, wherein said low code free-form design operation further comprises a rule formulation operation comprising: The user selects a field, sets a condition and inputs a value construction rule through a front-end visual configuration interface, or composes a JavaScript method to make a rule through a front-end code editor, so that corresponding rule making operation information is generated; the operation information includes rule making operation information, which is generated by the rule making operation.
  7. 7. The business document design method of the intelligent financial management system according to claim 6, wherein generating the complete business document template according to the configuration data comprises: Generating a first business document template according to the query template configuration information, the list template configuration information, the form template design operation information and the printing template configuration information; generating a rule configurator according to the rule configuration information; And generating a complete business document template according to the first business document template and the rule configurator.
  8. 8. The business document design method of the intelligent financial management system according to claim 7, wherein generating the first business document template according to the query template configuration information, the list template configuration information, the form template design operation information, and the print template configuration information comprises: Respectively analyzing field mapping relation and business process adaptation requirements in query template configuration information, list template configuration information, form template design operation information and print template configuration information, binding field screening configuration of the query template, column display configuration of the list template, area and component configuration of the form template and layout style configuration of the print template according to preset business logic association, and setting triggering sequence and data circulation path of each template to generate a first business document template.
  9. 9. The business document design method of the intelligent financial management system according to claim 8, wherein the generating the rule configurator according to the rule configuration information comprises: converting the rule configured visually in the rule configuration information into a JavaScript expression, wherein the code block rule is a JavaScript code, performing field-level binding on the two types of rule configuration, the fields of the form template and the data items of the list template, and defining rule triggering conditions, thereby generating a rule configurator.
  10. 10. The utility model provides a business document design device of intelligent financial management system which characterized in that, the business document design device of intelligent financial management system includes: The operation information acquisition module is used for acquiring operation information generated by low-code free design operation executed by a user through the visual interactive interface; the configuration data generation module is used for generating configuration data according to the operation information; The complete business bill template generation module is used for generating a complete business bill template according to the configuration data; And the visualization module is used for performing visual display on the complete business document template.

Description

Business document design method and device of intelligent financial management system Technical Field The application relates to the technical field of business bill design, in particular to a business bill design device of an intelligent financial management system and a business bill design method of the intelligent financial management system. Background In the field of financial management, as business scenes of different industries and different enterprises show diversified characteristics, and business rules are required to be frequently changed according to factors such as market environments, enterprise management requirements and the like, double requirements are provided for business documents of a financial management system, namely, on one hand, differentiated business requirements of each industry are required to be adapted, and on the other hand, dynamic adjustment of the business rules is required to be responded quickly. The business bill designer of the intelligent financial management system is taken as a software tool with design and operation functions, and the design purpose is to solve the pain points of the diversified businesses and dynamic rule change. The designer can support operation of business bill designers to finish operation such as business bill model construction, business rule configuration and the like on line, and can realize on-line immediate effect of a design bill without restarting a financial management system server. In a complex business scenario, in order to meet business rules with large variability, a traditional financial management system often needs a developer to intervene by writing codes. The method not only increases the workload of developers, but also has the obvious defect that the server needs to be restarted after the code is dried to enable the new rule to be effective, so that the online instant operation of the business document can not be realized, and the business processing efficiency is seriously influenced. Disclosure of Invention The invention aims to provide a business document design method of an intelligent financial management system to at least solve one technical problem. In one aspect of the present invention, there is provided a business document design method of an intelligent financial management system, the business document design method of the intelligent financial management system comprising: acquiring operation information generated by low-code free design operation executed by a user through a visual interactive interface; generating configuration data according to the operation information; Generating a complete business bill template according to the configuration data; And visually displaying the complete business document template. Optionally, the low-code freeform design operation includes a query template design operation, the query template design operation including: The user drags the query field elements through the visual interaction interface, selects the comparison operator and inputs the query value, wherein the query field elements comprise interaction components corresponding to the bill type, the bill number and the date; The generating configuration data according to the operation information comprises query template configuration information, and the query template configuration information is generated through the query template design operation. Optionally, the low-code freeform design operation further includes a list template design operation, the list template design operation including: the method comprises the steps that a user drags list elements through a visual interactive interface, adjusts a column display sequence, sets a column width and selects a column alignment mode, wherein the list elements correspond to a table component of an Element UI, the column width is set to include a specific pixel value or a dragging column boundary, and the column alignment mode includes left alignment, right alignment or middle alignment; the operation information includes list template configuration information generated by the list template design operation. Optionally, the low-code freeform design operation further includes a form template design operation, the form template design operation including: the user selects a target component from a preset form component library to drag to a design area and sets component attributes, so that corresponding form template design operation information is generated; the operation information includes form template design operation information, which is generated by the form template design operation. Optionally, the low-code freeform design operation further includes a print template design operation, the print template design operation including: The user selects a target element from a preset printing element library and adds the target element to a printing design area, so that corresponding printing template design operation information is generated; The opera