!11753 ai动态报表

Merge pull request !11753 from 李鹏宇/dev
2026-05-29 01:27:58 +00:00
parent d7bf94e60a ec5fca1194
commit c8087212ef
6 changed files with 211 additions and 6 deletions
@@ -28,6 +28,8 @@
        'views/ai_conversation_views.xml',
        'data/demo_provider.xml',
        'data/demo_rule.xml',
+        'data/demo_manual.xml',
+        'data/demo_report_template.xml',
    ],
    'assets': {
        'web.assets_backend': [
@@ -0,0 +1,50 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo noupdate="1">
+
+    <!-- ============================================ -->
+    <!--    操作手册 Demo 数据                          -->
+    <!-- ============================================ -->
+
+    <record id="demo_manual_sale_order" model="ai.manual">
+        <field name="name">创建销售订单流程</field>
+        <field name="module_name">销售管理</field>
+        <field name="sequence">10</field>
+        <field name="content">
+操作步骤：
+1. 进入「销售」模块 → 点击「订单」→「创建」
+2. 选择客户（必填），系统自动带入客户价格表
+3. 添加产品行：点击「添加一行」，选择产品，输入数量
+4. 确认订单：点击「确认」按钮
+5. 交货：订单确认后点击「交付」
+6. 开票：交货完成后点击「创建发票」
+
+注意事项：
+- 订单确认后不可直接删除，需先取消
+- 价格默认取客户价格表，可手动调整
+- 数量支持小数，精度在产品设置中配置
+        </field>
+        <field name="active" eval="True"/>
+    </record>
+
+    <record id="demo_manual_purchase_order" model="ai.manual">
+        <field name="name">采购订单创建流程</field>
+        <field name="module_name">采购管理</field>
+        <field name="sequence">20</field>
+        <field name="content">
+操作步骤：
+1. 进入「采购」模块 → 点击「采购订单」→「创建」
+2. 选择供应商（必填）
+3. 添加产品行：选择产品、输入数量和价格
+4. 确认订单：点击「确认订单」
+5. 收货：供应商发货后点击「收货」
+6. 开票：收货后创建供应商账单
+
+注意事项：
+- 采购价格默认取供应商价格表
+- 可设置最低采购数量提醒
+- 收货支持分批收货
+        </field>
+        <field name="active" eval="True"/>
+    </record>
+
+</odoo>
@@ -0,0 +1,35 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo noupdate="1">
+
+    <!-- ============================================ -->
+    <!--    报表模板 Demo 数据                          -->
+    <!-- ============================================ -->
+
+    <record id="demo_template_sale_order" model="ai.report.template">
+        <field name="name">销售订单报表</field>
+        <field name="model_name">sale.order</field>
+        <field name="field_list">["name","partner_id","date_order","amount_total","state","user_id"]</field>
+        <field name="field_labels">{"name":"订单号","partner_id":"客户","date_order":"下单日期","amount_total":"金额","state":"状态","user_id":"销售员"}</field>
+        <field name="default_domain">[["state","!=","cancel"]]</field>
+        <field name="default_order">date_order desc</field>
+        <field name="report_config">{"columns":[{"k":"name","l":"订单号","w":130},{"k":"partner_id","l":"客户","w":120},{"k":"date_order","l":"下单日期","w":110},{"k":"amount_total","l":"金额","w":110},{"k":"state","l":"状态","w":80}],"cards":[{"label":"总金额","field":"amount_total","calc":"sum","prefix":"¥"},{"label":"订单数","field":"id","calc":"count"}],"groupBy":[{"key":"state","label":"状态"}],"defaultVisible":5,"colorRules":[{"field":"state","rules":[{"op":"eq","value":"sale","color":"#5DCAA5"},{"op":"eq","value":"draft","color":"#EFC87E"},{"op":"eq","value":"done","color":"#85B7EB"},{"op":"eq","value":"cancel","color":"#ED93B1"}]}],"filters":[{"field":"state","type":"select","label":"状态","options":["draft","sale","done","cancel"]}]}</field>
+        <field name="param_definitions">[{"name":"date_from","label":"开始日期","type":"date","domain_field":"date_order","op":">=","description":"查询起始日期"},{"name":"date_to","label":"结束日期","type":"date","domain_field":"date_order","op":"<=","description":"查询截止日期"}]</field>
+        <field name="description">当用户查询销售订单列表或销售业绩时使用此模板。支持按日期范围筛选。</field>
+        <field name="sequence">10</field>
+        <field name="active" eval="True"/>
+    </record>
+
+    <record id="demo_template_crm_lead" model="ai.report.template">
+        <field name="name">销售线索报表</field>
+        <field name="model_name">crm.lead</field>
+        <field name="field_list">["name","partner_name","expected_revenue","probability","stage_id","create_date","user_id"]</field>
+        <field name="field_labels">{"name":"线索名称","partner_name":"客户","expected_revenue":"预期收入","probability":"赢单率","stage_id":"阶段","create_date":"创建时间","user_id":"负责人"}</field>
+        <field name="default_domain">[["active","=",True]]</field>
+        <field name="default_order">create_date desc</field>
+        <field name="report_config">{"columns":[{"k":"name","l":"线索名称","w":140},{"k":"partner_name","l":"客户","w":120},{"k":"expected_revenue","l":"预期收入","w":110},{"k":"probability","l":"赢单率","w":80},{"k":"stage_id","l":"阶段","w":100},{"k":"create_date","l":"创建时间","w":120}],"cards":[{"label":"预期总收入","field":"expected_revenue","calc":"sum","prefix":"¥"},{"label":"线索数","field":"id","calc":"count"}],"groupBy":[{"key":"stage_id","label":"阶段"}],"defaultVisible":6,"colorRules":[],"filters":[{"field":"probability","type":"input","label":"最低赢单率"}]}</field>
+        <field name="description">当用户查询销售线索列表或销售管道时使用此模板。</field>
+        <field name="sequence">20</field>
+        <field name="active" eval="True"/>
+    </record>
+
+</odoo>
@@ -17,6 +17,8 @@ class AiReport(models.Model):
    name = fields.Char('报表名称', required=True)
    model_name = fields.Char('数据模型', required=True,
                             help='Odoo 模型技术名称，如 sale.order')
+    model_id = fields.Many2one('ir.model', string='数据模型', ondelete='cascade',
+        help='选择数据模型，选择后自动填充"数据模型"字段')
    domain = fields.Text('查询条件', default='[]',
                         help='JSON 格式的 Odoo domain')
    field_list = fields.Text('显示字段', required=True,
@@ -40,6 +42,10 @@ class AiReport(models.Model):
            if not vals.get('expire_date'):
                # 默认 7 天后过期
                vals['expire_date'] = fields.Datetime.now() + timedelta(days=7)
+            # 新增：Auto-sync model_name from model_id
+            if vals.get('model_id') and not vals.get('model_name'):
+                model = self.env['ir.model'].browse(vals['model_id'])
+                vals['model_name'] = model.model
        return super().create(vals_list)

    @staticmethod
@@ -53,6 +59,17 @@ class AiReport(models.Model):
        base_url = self.env['ir.config_parameter'].sudo().get_param('web.base.url', '')
        return f"{base_url}/ai/report/{self.access_token}"

+    @api.onchange('model_id')
+    def _onchange_model_id(self):
+        if self.model_id:
+            self.model_name = self.model_id.model
+
+    def write(self, vals):
+        if vals.get('model_id') and 'model_name' not in vals:
+            model = self.env['ir.model'].browse(vals['model_id'])
+            vals['model_name'] = model.model
+        return super().write(vals)
+
    def fetch_data(self):
        """执行查询并返回数据（增强版：支持模板参数合并、字段回退）"""
        self.ensure_one()
@@ -3,6 +3,7 @@ import json
 import logging

 from odoo import models, fields, api
+from datetime import timedelta

 _logger = logging.getLogger(__name__)

@@ -15,10 +16,16 @@ class AiReportTemplate(models.Model):
    name = fields.Char('模板名称', required=True)
    model_name = fields.Char('数据模型', required=True,
                             help='Odoo 模型技术名称，如 sale.order')
+    model_id = fields.Many2one('ir.model', string='数据模型', ondelete='cascade',
+        help='选择数据模型，选择后自动填充"数据模型"字段')
    field_list = fields.Text('字段列表',
                             help='JSON 数组，如 ["name","date_order","partner_id","amount_total"]')
    field_labels = fields.Text('字段标签',
                               help='JSON 对象，如 {"name":"订单号","amount_total":"金额"}')
+    field_ids = fields.Many2many('ir.model.fields', 'ai_report_template_field_rel',
+        'template_id', 'field_id', string='显示字段',
+        domain="[('model_id','=',model_id)]",
+        help='选择要显示的字段。选择后自动填充"字段列表"和"字段标签"')
    default_domain = fields.Text('默认条件', default='[]',
                                 help='JSON 格式的默认查询 domain')
    default_order = fields.Char('默认排序', default='id desc')
@@ -31,6 +38,27 @@ class AiReportTemplate(models.Model):
        help='JSON数组，定义模板可接受的参数。每项包含name(参数名)、label(显示名)、type(参数类型:date/char/select/float)、domain_field(映射模型字段)、op(操作符)、description(说明)、options(select选项)')
    active = fields.Boolean(default=True)

+    def action_preview(self):
+        """预览报表：使用模板配置生成一个临时报表并打开 URL"""
+        self.ensure_one()
+        import json as _json
+        report = self.env['ai.report'].sudo().create({
+            'name': f'[预览] {self.name}',
+            'model_name': self.model_name,
+            'field_list': self.field_list or '[]',
+            'field_labels': self.field_labels or '{}',
+            'domain': self.default_domain or '[]',
+            'order': self.default_order or 'id desc',
+            'template_id': self.id,
+            'expire_date': fields.Datetime.now() + timedelta(hours=1),
+        })
+        url = report.get_report_url()
+        return {
+            'type': 'ir.actions.act_url',
+            'url': url,
+            'target': 'new',
+        }
+
    @api.model
    def get_templates_for_ai(self):
        """获取所有启用模板的摘要，供 AI system_msg 注入（增强版：包含参数信息）"""
@@ -58,3 +86,60 @@ class AiReportTemplate(models.Model):
                    pass
            lines.append(base_info)
        return '\n'.join(lines)
+
+    @api.onchange('model_id')
+    def _onchange_model_id(self):
+        if self.model_id:
+            self.model_name = self.model_id.model
+
+    @api.onchange('field_ids')
+    def _onchange_field_ids(self):
+        if self.field_ids:
+            import json
+            self.field_list = json.dumps([f.name for f in self.field_ids], ensure_ascii=False)
+            self.field_labels = json.dumps(
+                {f.name: f.field_description for f in self.field_ids},
+                ensure_ascii=False
+            )
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        for vals in vals_list:
+            if vals.get('model_id') and not vals.get('model_name'):
+                model = self.env['ir.model'].browse(vals['model_id'])
+                vals['model_name'] = model.model
+            if vals.get('field_ids'):
+                self._sync_field_list_from_ids(vals)
+        return super().create(vals_list)
+
+    def write(self, vals):
+        if vals.get('model_id') and 'model_name' not in vals:
+            model = self.env['ir.model'].browse(vals['model_id'])
+            vals['model_name'] = model.model
+        if vals.get('field_ids'):
+            self._sync_field_list_from_ids(vals)
+        return super().write(vals)
+
+    @api.model
+    def _sync_field_list_from_ids(self, vals):
+        """从 field_ids (M2M command list) 中提取字段名并同步到 field_list 和 field_labels"""
+        import json
+        ids = []
+        field_cmds = vals['field_ids']
+        if isinstance(field_cmds, list):
+            for cmd in field_cmds:
+                if isinstance(cmd, (list, tuple)):
+                    if cmd[0] == 6:  # Replace all
+                        ids = cmd[2]
+                        break
+                    elif cmd[0] == 4:  # Add
+                        ids.append(cmd[1])
+        if ids:
+            fields_records = self.env['ir.model.fields'].browse(ids)
+            if not vals.get('field_list'):
+                vals['field_list'] = json.dumps([f.name for f in fields_records], ensure_ascii=False)
+            if not vals.get('field_labels'):
+                vals['field_labels'] = json.dumps(
+                    {f.name: f.field_description for f in fields_records},
+                    ensure_ascii=False
+                )
@@ -39,7 +39,11 @@

                    <group>
                        <group string="查询参数">
-                            <field name="model_name"/>
+                            <field name="model_id"
+                                options="{'no_create': True}"/>
+                            <field name="model_name"
+                                attrs="{'readonly': [('model_id','!=',False)], 'required': [('model_id','=',False)]}"
+                                placeholder="如 model_id 不含所需模型时可手动输入"/>
                            <field name="domain"/>
                            <field name="field_list"/>
                            <field name="field_labels"/>
@@ -131,12 +135,18 @@

                    <group>
                        <group string="模板配置">
+                            <field name="model_id"
+                                placeholder="选择数据模型，如 sale.order"
+                                options="{'no_create': True}"/>
                            <field name="model_name"
-                                placeholder="如：sale.order"/>
-                            <field name="field_list"
-                                placeholder='["name","date_order","partner_id","amount_total","state"]'/>
-                            <field name="field_labels"
-                                placeholder='{"name":"订单号","date_order":"下单日期","partner_id":"客户","amount_total":"金额","state":"状态"}'/>
+                                attrs="{'readonly': [('model_id','!=',False)], 'required': [('model_id','=',False)]}"
+                                placeholder="如 model_id 不含所需模型时可手动输入"/>
+                            <field name="field_ids" widget="many2many_tags"
+                                domain="[('model_id','=',model_id)]"
+                                options="{'no_create': True}"
+                                placeholder="选择要显示的字段"/>
+                            <field name="field_list" invisible="1"/>
+                            <field name="field_labels" invisible="1"/>
                            <field name="default_domain"
                                placeholder="[['state','=','sale']]"/>
                            <field name="default_order"
@@ -149,6 +159,12 @@
                        </group>
                    </group>

+                    <group>
+                        <button name="action_preview" type="object"
+                            string="📊 预览报表" class="oe_highlight"
+                            attrs="{'invisible': [('model_name','=',False)]}"/>
+                    </group>
+
                    <group string="使用说明">
                        <field name="description" nolabel="1"
                            placeholder="描述此模板的用途，如：当用户查询销售订单列表时使用此模板"/>