李鹏宇
@@ -765,6 +765,7 @@ class AiConversation(models.Model):
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'1. 张三 / 研发部 / 2025-03-01\n'
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'2. 李四 / 财务部 / 2025-03-15\n'
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'【报表与推送】当用户要求查看列表/报表/明细时，'
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'只生成一个链接即可，不要生成多个链接或过多说明。\n'
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'优先调用 get_report_link 工具：\n'
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' 1) 从"可用报表模板"中找到匹配的 template_id\n'
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' 2) 调用 get_report_link({"template_id": XX}) 获取固定链接\n'
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@@ -778,9 +779,8 @@ class AiConversation(models.Model):
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'报表链接只能从 get_report_link 或 generate_report 工具返回的 url 字段中获取，'
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'直接用工具返回的 URL，不要做任何修改。'
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'如果你自己拼一个 /ai/report/xxx 或任何自创的链接格式，用户点击后会看到"报表不存在"。\n'
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'生成报表后系统会自动尝试推送到用户的企微。无论推送是否成功，'
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'回复时都要说明查询结果并附上工具返回的真实链接，如：\n'
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'已为您生成报表，共查询到 XX 条记录：\n'
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'生成报表后系统会自动尝试推送到用户的企微。回复时保持简洁，'
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'只发送一条包含链接的简短消息即可，不要添加过多说明。如：\n'
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'https://oa.thtzjt.com/ai/report/xxxxxxxxxxxxxxxxxxxxxxxx\n'
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'查询结果中的时间已经转换为北京时间（UTC+8），直接展示即可，无需再做时区转换。\n\n'
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'【重要】你具有记忆能力。当对话中发现用户的新偏好、工作内容、习惯等值得长期记住的信息时，'
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@@ -29,7 +29,7 @@
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<form string="动态报表">
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<sheet>
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<widget name="web_ribbon" title="已停用"
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bg_color="text-bg-danger" invisible="active"/>
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bg_color="text-bg-danger" invisible="active"/>
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<div class="oe_title">
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<h1>
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@@ -40,7 +40,7 @@
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<group>
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<group string="查询参数">
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<field name="model_id"
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options="{'no_create': True}"/>
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options="{'no_create': True}"/>
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<field name="model_name" invisible="1"/>
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<field name="domain"/>
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<field name="field_list"/>
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@@ -70,15 +70,15 @@
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<field name="name"/>
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<field name="model_name"/>
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<filter name="filter_active" string="有效"
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domain="[('active','=',True),('expire_date','>=', context_today().strftime('%Y-%m-%d'))]"/>
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domain="[('active','=',True),('expire_date','>=', context_today().strftime('%Y-%m-%d'))]"/>
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<filter name="filter_expired" string="已过期"
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domain="[('expire_date','<', context_today().strftime('%Y-%m-%d'))]"/>
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domain="[('expire_date','<', context_today().strftime('%Y-%m-%d'))]"/>
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<separator/>
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<group expand="0" string="分组">
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<filter name="group_model" string="数据模型"
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context="{'group_by': 'model_name'}"/>
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context="{'group_by': 'model_name'}"/>
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<filter name="group_user" string="创建人"
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context="{'group_by': 'create_uid'}"/>
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context="{'group_by': 'create_uid'}"/>
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</group>
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</search>
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</field>
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@@ -93,8 +93,8 @@
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<!-- 菜单 → 系统配置 -->
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<menuitem id="menu_ai_report" name="动态报表"
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parent="menu_system_config" action="action_ai_report" sequence="4"
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groups="yuthon_ai_agent.group_ai_agent_admin"/>
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parent="menu_system_config" action="action_ai_report" sequence="4"
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groups="yuthon_ai_agent.group_ai_agent_admin"/>
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<!-- ============================================ -->
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<!-- 报表模板 - 列表视图 -->
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@@ -124,28 +124,28 @@
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<form string="报表模板">
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<sheet>
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<widget name="web_ribbon" title="已停用"
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bg_color="text-bg-danger" invisible="active"/>
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bg_color="text-bg-danger" invisible="active"/>
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<div class="oe_title">
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<table style="width:100%" cellspacing="0" cellpadding="0" border="0">
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<tr>
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<td style="width:60%">
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<h1><field name="name" placeholder="如：销售订单列表模板"/></h1>
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<h1>
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<field name="name" placeholder="如：销售订单列表模板"/>
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</h1>
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</td>
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<td style="width:40%;text-align:right;vertical-align:bottom">
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<div class="d-flex flex-nowrap justify-content-end gap-1">
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<button name="action_generate_fixed_report" type="object"
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string="生成固定链接" class="btn-secondary"
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icon="fa-link"
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help="生成永久有效的报表链接，每天凌晨自动刷新"/>
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string="生成链接" class="btn-secondary"
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help="生成永久有效的报表链接，每天凌晨自动刷新"/>
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<button name="action_preview" type="object"
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string="预览报表" class="oe_highlight"
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invisible="not model_name"/>
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string="预览报表" class="oe_highlight"
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invisible="not model_name"/>
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<button name="action_init_columns" type="object"
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string="初始化列" class="btn-secondary"
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icon="fa-magic"
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invisible="not model_name"
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help="从模型的 tree 视图中提取可见字段，批量生成列定义"/>
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string="初始化列" class="btn-secondary"
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invisible="not model_name"
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help="从模型的 tree 视图中提取可见字段，批量生成列定义"/>
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</div>
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</td>
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</tr>
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@@ -155,72 +155,75 @@
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<group>
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<group string="数据源">
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<field name="model_id"
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placeholder="选择数据模型"
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options="{'no_create': True}"/>
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placeholder="选择数据模型"
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options="{'no_create': True}"/>
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<field name="model_name" invisible="1"/>
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<field name="description"
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placeholder="描述此模板用途，AI 会根据描述判断何时使用"/>
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placeholder="描述此模板用途，AI 会根据描述判断何时使用"/>
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<field name="active" invisible="1"/>
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<field name="column_field_ids" invisible="1"/>
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<field name="group_by_ids" widget="many2many_tags"
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domain="[('id', 'in', column_field_ids)]"
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placeholder="添加分组字段..."/>
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domain="[('id', 'in', column_field_ids)]"
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placeholder="添加分组字段..."/>
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<field name="filter_ids" widget="many2many_tags"
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domain="[('id', 'in', column_field_ids)]"
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placeholder="添加筛选器..."/>
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domain="[('id', 'in', column_field_ids)]"
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placeholder="添加筛选器..."/>
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</group>
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<group string="显示字段">
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<!-- <field name="field_ids" widget="many2many_tags"-->
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<!-- domain="[('model_id','=',model_id)]"-->
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<!-- options="{'no_create': True}"-->
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<!-- placeholder="选择要显示的字段（选择后自动生成下方配置）"/>-->
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<!-- <field name="field_ids" widget="many2many_tags"-->
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<!-- domain="[('model_id','=',model_id)]"-->
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<!-- options="{'no_create': True}"-->
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<!-- placeholder="选择要显示的字段（选择后自动生成下方配置）"/>-->
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<field name="field_list" invisible="1"/>
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<field name="field_labels" invisible="1"/>
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<field name="default_order"
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placeholder="date_order desc"/>
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placeholder="date_order desc"/>
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<field name="default_visible"/>
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<field name="default_domain"
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placeholder="[('state','=','sale')]"/>
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<field name="fixed_report_url_stored" readonly="1"
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placeholder="点击『生成固定链接』按钮生成"
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help="固定报表访问链接，凌晨自动刷新数据"/>
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placeholder="[('state','=','sale')]"/>
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</group>
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</group>
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<field name="fixed_report_url_stored" readonly="1"
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placeholder="点击『生成链接』按钮生成"
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help="固定报表访问链接，凌晨自动刷新数据"/>
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<notebook>
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<page string="汇总卡片" name="cards">
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<field name="card_ids" nolabel="1">
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<tree string="汇总卡片" editable="bottom">
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<field name="model_id" column_invisible="1"/>
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<field name="label" placeholder="卡片标签"/>
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<field name="field_id"
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placeholder="选择数值字段..."
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options="{'no_create': True}"/>
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<field name="calc"/>
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<field name="prefix" placeholder="¥"/>
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<field name="unit" placeholder="万"/>
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<field name="sequence" widget="handle"/>
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</tree>
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</field>
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</page>
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<page string="列定义" name="columns">
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<field name="column_ids" nolabel="1">
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<tree string="列定义" editable="bottom">
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<field name="model_id" column_invisible="1"/>
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<field name="field_id"
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placeholder="选择字段..."
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options="{'no_create': True}"/>
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<field name="label" placeholder="显示名称（可选）"/>
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<field name="color_operator"/>
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<field name="color_value" placeholder="匹配值"/>
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<field name="cell_color" widget="color"/>
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placeholder="选择字段..."
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options="{'no_create': True}"/>
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<field name="label" placeholder="显示名称（可选）"/>
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<field name="color_operator"/>
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<field name="color_value" placeholder="匹配值"/>
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<field name="cell_color" widget="color"/>
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<field name="width"/>
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<field name="sequence" widget="handle"/>
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</tree>
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</field>
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</page>
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<page string="汇总卡片" name="cards">
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<field name="card_ids" nolabel="1">
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<tree string="汇总卡片" editable="bottom">
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<field name="model_id" column_invisible="1"/>
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<field name="label" placeholder="卡片标签"/>
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<field name="field_id"
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placeholder="选择数值字段..."
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options="{'no_create': True}"/>
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<field name="calc"/>
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<field name="prefix" placeholder="¥"/>
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<field name="unit" placeholder="万"/>
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<field name="sequence" widget="handle"/>
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</tree>
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</field>
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</page>
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<page string="AI 参数" name="params" invisible="1">
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<field name="param_def_ids" nolabel="1">
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<tree string="参数定义" editable="bottom">
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@@ -229,8 +232,8 @@
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<field name="label" placeholder="显示名"/>
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<field name="param_type"/>
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<field name="field_id"
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placeholder="选择映射字段..."
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options="{'no_create': True}"/>
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placeholder="选择映射字段..."
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options="{'no_create': True}"/>
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<field name="domain_field" invisible="1"/>
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<field name="op" placeholder=">=/="/>
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<field name="description" placeholder="AI 提取说明"/>
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@@ -254,7 +257,7 @@
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<!-- 菜单 → 系统配置 -->
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<menuitem id="menu_ai_report_template" name="报表模板"
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parent="menu_system_config" action="action_ai_report_template" sequence="5"
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groups="yuthon_ai_agent.group_ai_agent_admin"/>
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parent="menu_system_config" action="action_ai_report_template" sequence="5"
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groups="yuthon_ai_agent.group_ai_agent_admin"/>
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</odoo>
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Reference in New Issue
Block a user