feat(okr): OKR模板库 tags 多值标签 — 表结构+回填36模板+API过滤 (fullstack-okr-tags-20260911)

- okr_templates 新增 tags JSON 字段（function/cycle/goal_type 固定枚举）
- 回填脚本幂等：36/36 模板 tags 补齐，二次运行跳过
- API: GET /okr-templates 支持 function/cycle/goal_type/tag 过滤，新增 GET /tags/schema
- API: POST 创建 + 新增 PUT 更新接受 tags（非法值 400）
- dimension 四泳道主分类路径不变（回归 11/8/9/8 一致）

backend/app/api/okr_templates.py

@@ -34,16 +34,103 @@ DIMENSION_LAYER_COLORS = {
     "learning": "#E6A23C",
 }
 
+# ── tags 多值标签（辅助检索；主分类仍为 dimension 四泳道）2026-09-11 ──
+TAGS_SCHEMA = {
+    "function": ["销售", "财务", "生产", "HR", "研发", "客服", "供应链"],
+    "cycle": ["年度", "季度", "月度"],
+    "goal_type": ["增长", "效率", "合规", "创新", "转型"],
+}
+
+
+def normalize_tags(raw) -> Optional[dict]:
+    """校验 + 规范化 tags（固定枚举，防随意值）；空值返回 None"""
+    if raw is None:
+        return None
+    if not isinstance(raw, dict):
+        raise HTTPException(400, "tags 必须是对象，如 {\"function\":[\"销售\"],\"cycle\":[\"季度\"],\"goal_type\":[\"增长\"]}")
+    out = {}
+    for key, enum in TAGS_SCHEMA.items():
+        vals = raw.get(key)
+        if vals is None:
+            continue
+        if isinstance(vals, str):
+            vals = [v.strip() for v in vals.split(",") if v.strip()]
+        if not isinstance(vals, list):
+            raise HTTPException(400, f"tags.{key} 必须是数组")
+        bad = [v for v in vals if v not in enum]
+        if bad:
+            raise HTTPException(400, f"tags.{key} 含非法值 {bad}，允许值: {enum}")
+        if vals:
+            out[key] = vals
+    return out or None
+
+
+def _split_filter(val: Optional[str]):
+    if not val:
+        return []
+    return [v.strip() for v in val.split(",") if v.strip()]
+
+
+def _match_tags(t, function=None, cycle=None, goal_type=None, tag=None) -> bool:
+    """标签过滤（多值 OR 语义：任一命中即算匹配；跨字段为 AND）"""
+    tags = t.tags or {}
+    for key, val in (("function", function), ("cycle", cycle), ("goal_type", goal_type)):
+        wanted = _split_filter(val)
+        if not wanted:
+            continue
+        have = tags.get(key) or []
+        if not any(w in have for w in wanted):
+            return False
+    if tag:
+        all_vals = set()
+        for k in TAGS_SCHEMA:
+            all_vals.update(tags.get(k) or [])
+        if tag not in all_vals:
+            return False
+    return True
+
+
+def _tmpl_dict(t, with_created=False):
+    d = {
+        "id": t.id,
+        "name": t.name,
+        "description": t.description,
+        "dimension": t.dimension,
+        "layer": t.layer,
+        "industry_tag": t.industry_tag,
+        "tags": t.tags,
+        "preset_krs": t.preset_krs,
+        "source": t.source,
+        "owner": t.owner,
+        "use_count": t.use_count,
+        "sort_order": t.sort_order,
+        "is_active": t.is_active,
+    }
+    if with_created:
+        d["created_at"] = t.created_at.isoformat() if t.created_at else None
+    return d
+
+
+@router.get("/tags/schema")
+def get_tags_schema():
+    """tags 标签体系（固定枚举）— 供前端下拉动态加载"""
+    return {"schema": TAGS_SCHEMA}
+
+
 @router.get("")
 def list_okr_templates(
     dimension: Optional[str] = Query(None, description="按维度筛选: finance/customer/process/learning"),
     source: Optional[str] = Query(None, description="按来源筛选: system/user/industry_pack"),
     industry_tag: Optional[str] = Query(None, description="按行业标签筛选"),
     search: Optional[str] = Query(None, description="按O名称关键词搜索"),
+    function: Optional[str] = Query(None, description="按职能标签筛选: 销售/财务/生产/HR/研发/客服/供应链（逗号分隔多值）"),
+    cycle: Optional[str] = Query(None, description="按周期标签筛选: 年度/季度/月度"),
+    goal_type: Optional[str] = Query(None, description="按目标类型筛选: 增长/效率/合规/创新/转型"),
+    tag: Optional[str] = Query(None, description="任意标签值筛选（跨 function/cycle/goal_type）"),
     active_only: bool = Query(True, description="仅返回启用模板"),
     db: Session = Depends(get_db),
 ):
-    """列出 OKR 模板，支持按维度/来源/行业/名称搜索"""
+    """列出 OKR 模板，支持按维度/来源/行业/名称搜索 + tags 多值标签过滤"""
     q = db.query(OKRTemplate)
     if dimension:
         q = q.filter(OKRTemplate.dimension == dimension)
@@ -56,26 +143,12 @@ def list_okr_templates(
     if active_only:
         q = q.filter(OKRTemplate.is_active == 1)
     templates = q.order_by(OKRTemplate.sort_order, OKRTemplate.id).all()
+    # tags 过滤在 Python 层完成（JSON 多值 OR 语义 + 兼容 SQLite 测试库）
+    if function or cycle or goal_type or tag:
+        templates = [t for t in templates if _match_tags(t, function, cycle, goal_type, tag)]
     return {
         "total": len(templates),
-        "items": [
+        "items": [_tmpl_dict(t, with_created=True) for t in templates],
-            {
-                "id": t.id,
-                "name": t.name,
-                "description": t.description,
-                "dimension": t.dimension,
-                "layer": t.layer,
-                "industry_tag": t.industry_tag,
-                "preset_krs": t.preset_krs,
-                "source": t.source,
-                "owner": t.owner,
-                "use_count": t.use_count,
-                "sort_order": t.sort_order,
-                "is_active": t.is_active,
-                "created_at": t.created_at.isoformat() if t.created_at else None,
-            }
-            for t in templates
-        ],
     }
 
 
@@ -85,20 +158,7 @@ def get_okr_template(template_id: int, db: Session = Depends(get_db)):
     t = db.query(OKRTemplate).filter(OKRTemplate.id == template_id).first()
     if not t:
         raise HTTPException(404, "模板不存在")
-    return {
+    return _tmpl_dict(t, with_created=True)
-        "id": t.id,
-        "name": t.name,
-        "description": t.description,
-        "dimension": t.dimension,
-        "layer": t.layer,
-        "industry_tag": t.industry_tag,
-        "preset_krs": t.preset_krs,
-        "source": t.source,
-        "owner": t.owner,
-        "use_count": t.use_count,
-        "sort_order": t.sort_order,
-        "is_active": t.is_active,
-    }
 
 
 @router.post("")
@@ -128,6 +188,7 @@ def create_okr_template(data: dict, db: Session = Depends(get_db)):
         dimension=dimension,
         layer=data.get("layer", "level3"),
         industry_tag=data.get("industry_tag", "general"),
+        tags=normalize_tags(data.get("tags")),
         preset_krs=preset_krs,
         source="user",
         owner="用户自定义",
@@ -136,7 +197,47 @@ def create_okr_template(data: dict, db: Session = Depends(get_db)):
     db.add(t)
     db.commit()
     db.refresh(t)
-    return {"ok": True, "id": t.id, "name": t.name}
+    return {"ok": True, "id": t.id, "name": t.name, "tags": t.tags}
+
+
+@router.put("/{template_id}")
+def update_okr_template(template_id: int, data: dict, db: Session = Depends(get_db)):
+    """更新 OKR 模板（含 tags 多值标签；仅传需要变更的字段）"""
+    t = db.query(OKRTemplate).filter(OKRTemplate.id == template_id).first()
+    if not t:
+        raise HTTPException(404, "模板不存在")
+
+    if "name" in data:
+        name = (data.get("name") or "").strip()
+        if not name:
+            raise HTTPException(400, "模板名称不能为空")
+        t.name = name
+    if "description" in data:
+        t.description = data.get("description") or ""
+    if "dimension" in data:
+        dimension = data.get("dimension")
+        if dimension not in ("finance", "customer", "process", "learning"):
+            raise HTTPException(400, "维度无效，必须是 finance/customer/process/learning")
+        t.dimension = dimension
+    if "layer" in data:
+        t.layer = data.get("layer")
+    if "industry_tag" in data:
+        t.industry_tag = data.get("industry_tag")
+    if "preset_krs" in data:
+        preset_krs = data.get("preset_krs")
+        if not isinstance(preset_krs, list) or len(preset_krs) == 0:
+            raise HTTPException(400, "至少需要一个预设KR")
+        t.preset_krs = preset_krs
+    if "sort_order" in data:
+        t.sort_order = data.get("sort_order")
+    if "is_active" in data:
+        t.is_active = data.get("is_active")
+    if "tags" in data:
+        t.tags = normalize_tags(data.get("tags"))
+
+    db.commit()
+    db.refresh(t)
+    return {"ok": True, "id": t.id, "name": t.name, "tags": t.tags}
 
 
 @router.post("/{template_id}/use")

backend/app/models/__init__.py

@@ -460,6 +460,7 @@ class OKRTemplate(Base):
     dimension = Column(String(20), nullable=False, comment="finance/customer/process/learning")
     layer = Column(String(20), default="level1", comment="level1/level2/level3")
     industry_tag = Column(String(50), default="general", comment="行业标签")
+    tags = Column(JSON, nullable=True, comment="多值标签 function/cycle/goal_type（辅助检索，主分类仍为 dimension）")
     preset_krs = Column(JSON, nullable=False, comment="预设关键结果列表")
     source = Column(String(20), default="system", comment="system/user/industry_pack")
     owner = Column(String(50), default="CMA标准库", comment="模板负责人（治理P2: 可追踪）")

backend/scripts/backfill_okr_template_tags.py

@@ -0,0 +1,186 @@
+#!/usr/bin/env python3
+"""
+OKR 模板库 — tags 多值标签回填（幂等）
+
+任务: fullstack-okr-tags-20260911
+标签体系（固定枚举，防随意值）:
+  function : 销售/财务/生产/HR/研发/客服/供应链
+  cycle    : 年度/季度/月度
+  goal_type: 增长/效率/合规/创新/转型
+
+策略:
+- 按模板 name 显式映射（36 个现役模板，语义推断）
+- 未命中映射的新模板 → 关键词规则 + dimension 兜底（保守值，不留空）
+- 幂等: 已有非空 tags 的行默认跳过（--force 可覆盖重算）
+
+用法:
+  python3 backend/scripts/backfill_okr_template_tags.py            # 回填（跳过已填）
+  python3 backend/scripts/backfill_okr_template_tags.py --dry-run  # 只看计划
+  python3 backend/scripts/backfill_okr_template_tags.py --force    # 全量重算覆盖
+"""
+import sys
+import os
+import json
+import argparse
+
+sys.path.insert(0, os.path.join(os.path.dirname(os.path.abspath(__file__)), ".."))
+
+from app.database import get_session_local  # noqa: E402
+from app.models import OKRTemplate  # noqa: E402
+
+FUNCTION_ENUM = ["销售", "财务", "生产", "HR", "研发", "客服", "供应链"]
+CYCLE_ENUM = ["年度", "季度", "月度"]
+GOAL_TYPE_ENUM = ["增长", "效率", "合规", "创新", "转型"]
+
+# ── 显式映射（按模板名，语义推断；保守：不确定的取最宽值） ──
+NAME_TAGS = {
+    # 财务层 level1
+    "扩大收入规模": {"function": ["销售", "财务"], "cycle": ["年度"], "goal_type": ["增长"]},
+    "优化成本结构": {"function": ["财务", "生产"], "cycle": ["年度"], "goal_type": ["效率"]},
+    "提升资产效率": {"function": ["财务"], "cycle": ["年度"], "goal_type": ["效率"]},
+    "保障现金流安全": {"function": ["财务"], "cycle": ["年度"], "goal_type": ["合规"]},
+    # 客户层 level1
+    "产品领先": {"function": ["研发"], "cycle": ["年度"], "goal_type": ["创新"]},
+    "客户亲密": {"function": ["销售", "客服"], "cycle": ["年度"], "goal_type": ["增长"]},
+    "卓越运营": {"function": ["销售", "客服"], "cycle": ["年度"], "goal_type": ["效率"]},
+    # 流程层 level1
+    "运营高效顺畅": {"function": ["供应链", "生产"], "cycle": ["年度"], "goal_type": ["效率"]},
+    "客户管理有序": {"function": ["客服", "销售"], "cycle": ["年度"], "goal_type": ["效率"]},
+    "创新驱动增长": {"function": ["研发"], "cycle": ["年度"], "goal_type": ["创新", "增长"]},
+    "合规稳健运营": {"function": ["财务"], "cycle": ["年度"], "goal_type": ["合规"]},
+    # 学习成长层 level1
+    "团队能力升级": {"function": ["HR"], "cycle": ["年度"], "goal_type": ["效率"]},
+    "数字系统赋能": {"function": ["研发"], "cycle": ["年度"], "goal_type": ["转型"]},
+    "组织协同对齐": {"function": ["HR"], "cycle": ["年度"], "goal_type": ["效率"]},
+    # 行业包 trading
+    "优化渠补结构": {"function": ["销售", "财务"], "cycle": ["季度"], "goal_type": ["效率"]},
+    "加速应收周转": {"function": ["财务", "销售"], "cycle": ["季度"], "goal_type": ["效率"]},
+    "建立渠道分级体系": {"function": ["销售"], "cycle": ["季度"], "goal_type": ["效率"]},
+    "提升核心渠道忠诚度": {"function": ["销售"], "cycle": ["季度"], "goal_type": ["增长"]},
+    "建立渠补谈判SOP": {"function": ["销售"], "cycle": ["季度"], "goal_type": ["合规"]},
+    "进销存系统全覆盖": {"function": ["供应链"], "cycle": ["季度"], "goal_type": ["转型"]},
+    "渠道赋能培训": {"function": ["销售", "HR"], "cycle": ["季度"], "goal_type": ["效率"]},
+    # 行业包 it_service
+    "提升人均产值": {"function": ["研发", "财务"], "cycle": ["年度"], "goal_type": ["效率"]},
+    "提高NPS净推荐值": {"function": ["客服"], "cycle": ["年度"], "goal_type": ["增长"]},
+    "交付标准化": {"function": ["研发"], "cycle": ["年度"], "goal_type": ["效率"]},
+    "知识管理体系化": {"function": ["研发", "HR"], "cycle": ["年度"], "goal_type": ["效率"]},
+    "工程师认证体系": {"function": ["HR", "研发"], "cycle": ["年度"], "goal_type": ["效率"]},
+    # 行业包 manufacturing
+    "提升产能利用率": {"function": ["生产"], "cycle": ["季度"], "goal_type": ["效率"]},
+    "降低生产成本": {"function": ["生产", "财务"], "cycle": ["年度"], "goal_type": ["效率"]},
+    "提升产品一次合格率": {"function": ["生产"], "cycle": ["季度"], "goal_type": ["效率"]},
+    "缩短交付周期": {"function": ["生产", "供应链"], "cycle": ["季度"], "goal_type": ["效率"]},
+    "设备智能化升级": {"function": ["生产", "研发"], "cycle": ["年度"], "goal_type": ["转型"]},
+    "安全生产零事故": {"function": ["生产"], "cycle": ["年度"], "goal_type": ["合规"]},
+    # 用户自建模板
+    "营收目标": {"function": ["销售", "财务"], "cycle": ["年度"], "goal_type": ["增长"]},
+    "营收增长": {"function": ["销售", "财务"], "cycle": ["年度"], "goal_type": ["增长"]},
+    "成本与现金流": {"function": ["财务"], "cycle": ["年度"], "goal_type": ["效率"]},
+    "客户拓展": {"function": ["销售", "客服"], "cycle": ["年度"], "goal_type": ["增长"]},
+}
+
+# 关键词规则（未显式命中的模板兜底）
+KEYWORD_RULES = [
+    (["销售", "营收", "收入", "客户", "渠道", "回款", "应收"], "function", "销售"),
+    (["成本", "费用", "现金流", "资金", "税", "财务", "利润", "产值"], "function", "财务"),
+    (["生产", "产能", "合格率", "设备", "制造", "安全"], "function", "生产"),
+    (["人才", "培训", "认证", "组织", "文化", "能力"], "function", "HR"),
+    (["研发", "产品", "技术", "系统", "数字", "创新", "知识"], "function", "研发"),
+    (["服务", "客服", "NPS", "满意度", "投诉"], "function", "客服"),
+    (["供应链", "交付", "库存", "进销存", "采购", "物流"], "function", "供应链"),
+    (["合规", "风险", "安全", "稳健", "零事故", "审计"], "goal_type", "合规"),
+    (["创新", "领先", "新品", "研发"], "goal_type", "创新"),
+    (["转型", "数字化", "智能化", "升级", "覆盖"], "goal_type", "转型"),
+    (["降低成本", "效率", "优化", "标准化", "周转", "管控"], "goal_type", "效率"),
+    (["增长", "提升", "扩大", "拓展", "规模"], "goal_type", "增长"),
+]
+
+# dimension → 默认 function（最保守兜底）
+DIM_DEFAULT_FUNCTION = {
+    "finance": "财务",
+    "customer": "销售",
+    "process": "生产",
+    "learning": "HR",
+}
+
+
+def infer_tags(t) -> dict:
+    """按 name 显式映射 → 关键词规则 → 兜底；保证三键非空且值合法"""
+    mapped = NAME_TAGS.get(t.name or "")
+    if mapped:
+        return {
+            "function": list(mapped["function"]),
+            "cycle": list(mapped["cycle"]),
+            "goal_type": list(mapped["goal_type"]),
+        }
+
+    # 关键词规则兜底
+    text_blob = f"{t.name or ''} {t.description or ''}"
+    funcs, gtypes = [], []
+    for kws, field, value in KEYWORD_RULES:
+        if any(k in text_blob for k in kws):
+            if field == "function" and value not in funcs:
+                funcs.append(value)
+            elif field == "goal_type" and value not in gtypes:
+                gtypes.append(value)
+    if not funcs:
+        funcs = [DIM_DEFAULT_FUNCTION.get(t.dimension or "", "财务")]
+    if not gtypes:
+        gtypes = ["效率"]
+    return {"function": funcs, "cycle": ["年度"], "goal_type": gtypes}
+
+
+def validate(tags: dict) -> dict:
+    assert isinstance(tags, dict), "tags 必须是 dict"
+    for key, enum in (("function", FUNCTION_ENUM), ("cycle", CYCLE_ENUM), ("goal_type", GOAL_TYPE_ENUM)):
+        vals = tags.get(key)
+        assert isinstance(vals, list) and vals, f"tags.{key} 必须为非空数组"
+        bad = [v for v in vals if v not in enum]
+        assert not bad, f"tags.{key} 含非法值 {bad}，允许: {enum}"
+    return tags
+
+
+def main():
+    ap = argparse.ArgumentParser()
+    ap.add_argument("--dry-run", action="store_true", help="只打印计划不写库")
+    ap.add_argument("--force", action="store_true", help="已填行也重算覆盖")
+    args = ap.parse_args()
+
+    SessionLocal = get_session_local()
+    db = SessionLocal()
+    try:
+        rows = db.query(OKRTemplate).order_by(OKRTemplate.id).all()
+        total = len(rows)
+        filled_before = sum(1 for r in rows if r.tags)
+        updated, skipped = 0, 0
+
+        for t in rows:
+            if t.tags and not args.force:
+                skipped += 1
+                continue
+            tags = validate(infer_tags(t))
+            print(f"  #{t.id:<3} {t.name:<12} dim={t.dimension:<9} -> {json.dumps(tags, ensure_ascii=False)}")
+            if not args.dry_run:
+                t.tags = tags
+                db.add(t)
+                db.commit()
+            updated += 1
+
+        # 回查（写后验证）
+        db.expire_all()
+        rows2 = db.query(OKRTemplate).all()
+        filled_after = sum(1 for r in rows2 if r.tags)
+        empty_ids = [r.id for r in rows2 if not r.tags]
+        print("-" * 60)
+        print(f"总数={total} 回填前已填={filled_before} 本次更新={updated} 跳过(已有tags)={skipped}")
+        print(f"回填后已填={filled_after}/{len(rows2)} 空值={len(empty_ids)} {('ids=' + str(empty_ids)) if empty_ids else ''}")
+        if args.dry_run:
+            print("[DRY-RUN] 未写库")
+        return 0 if not empty_ids else 1
+    finally:
+        db.close()
+
+
+if __name__ == "__main__":
+    sys.exit(main())

backend/scripts/migrate_okr_templates_tags.py

@@ -0,0 +1,70 @@
+#!/usr/bin/env python3
+"""
+OKR 模板库 — tags 多值标签字段迁移（幂等 DDL）
+
+任务: fullstack-okr-tags-20260911
+- 目的: okr_templates 新增 tags JSON 字段（辅助检索标签）
+- 约束: 不改 dimension 四泳道主分类；只加字段
+- 幂等: 字段已存在则跳过（可重复执行）
+
+用法: python3 backend/scripts/migrate_okr_templates_tags.py [--dry-run]
+"""
+import sys
+import os
+import argparse
+
+sys.path.insert(0, os.path.join(os.path.dirname(os.path.abspath(__file__)), ".."))
+
+from sqlalchemy import text  # noqa: E402
+from app.database import get_engine  # noqa: E402
+
+TABLE = "okr_templates"
+COLUMN = "tags"
+DDL = (
+    "ALTER TABLE okr_templates "
+    "ADD COLUMN tags JSON NULL COMMENT '多值标签 function/cycle/goal_type'"
+)
+
+
+def column_exists(conn) -> bool:
+    row = conn.execute(
+        text(
+            "SELECT COUNT(*) FROM information_schema.COLUMNS "
+            "WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = :t AND COLUMN_NAME = :c"
+        ),
+        {"t": TABLE, "c": COLUMN},
+    ).scalar()
+    return bool(row)
+
+
+def main():
+    ap = argparse.ArgumentParser()
+    ap.add_argument("--dry-run", action="store_true")
+    args = ap.parse_args()
+
+    engine = get_engine()
+    with engine.begin() as conn:
+        if column_exists(conn):
+            print(f"[SKIP] {TABLE}.{COLUMN} 已存在，无需迁移")
+        else:
+            if args.dry_run:
+                print(f"[DRY-RUN] 将执行: {DDL}")
+            else:
+                conn.execute(text(DDL))
+                print(f"[OK] 已执行: {DDL}")
+
+        cols = conn.execute(
+            text(
+                "SELECT COLUMN_NAME, COLUMN_TYPE, IS_NULLABLE FROM information_schema.COLUMNS "
+                "WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = :t ORDER BY ORDINAL_POSITION"
+            ),
+            {"t": TABLE},
+        ).fetchall()
+        print("[VERIFY] 当前表结构:")
+        for c in cols:
+            mark = "  <== tags" if c[0] == COLUMN else ""
+            print(f"  - {c[0]}: {c[1]} null={c[2]}{mark}")
+
+
+if __name__ == "__main__":
+    main()