feat(okr): Phase2 - 行业扩展包12个+OKR模板库页面

- 插入12个行业包模板：贸易经销(7)+IT服务(5)
- 后端: name搜索+apply端点
- 前端: OKRTemplates.vue页面（搜索/筛选/三分区/应用弹窗）
- 路由+菜单+权限配置

backend/app/api/okr_templates.py

@@ -6,22 +6,44 @@ from sqlalchemy.orm import Session
 from typing import Optional
 from app.database import get_db
 from app.auth_middleware import require_role
-from app.models import OKRTemplate
+from app.models import OKRTemplate, StrategicMap
 
 router = APIRouter(prefix="/api/cma/okr-templates", tags=["OKR模板库"],
     dependencies=[Depends(require_role("ceo", "finance", "it"))],
 )
 
 
+DIMENSION_LAYER_NAMES = {
+    "finance": "财务层",
+    "customer": "客户层",
+    "process": "内部流程层",
+    "learning": "学习成长层",
+}
+
+DIMENSION_LAYER_ICONS = {
+    "finance": "💰",
+    "customer": "👥",
+    "process": "⚙️",
+    "learning": "📚",
+}
+
+DIMENSION_LAYER_COLORS = {
+    "finance": "#F56C6C",
+    "customer": "#409EFF",
+    "process": "#67C23A",
+    "learning": "#E6A23C",
+}
+
 @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"),
     active_only: bool = Query(True, description="仅返回启用模板"),
     db: Session = Depends(get_db),
 ):
-    """列出 OKR 模板，支持按维度筛选"""
+    """列出 OKR 模板，支持按维度/来源/行业/名称搜索"""
     q = db.query(OKRTemplate)
     if dimension:
         q = q.filter(OKRTemplate.dimension == dimension)
@@ -29,6 +51,8 @@ def list_okr_templates(
         q = q.filter(OKRTemplate.source == source)
     if industry_tag:
         q = q.filter(OKRTemplate.industry_tag == industry_tag)
+    if search:
+        q = q.filter(OKRTemplate.name.like(f"%{search}%"))
     if active_only:
         q = q.filter(OKRTemplate.is_active == 1)
     templates = q.order_by(OKRTemplate.sort_order, OKRTemplate.id).all()
@@ -113,3 +137,67 @@ def increment_use_count(template_id: int, db: Session = Depends(get_db)):
     t.use_count = (t.use_count or 0) + 1
     db.commit()
     return {"ok": True, "use_count": t.use_count}
+
+
+@router.post("/{template_id}/apply")
+def apply_okr_template(template_id: int, data: dict, db: Session = Depends(get_db)):
+    """应用 OKR 模板 — 创建战略地图并填入 O+KR"""
+    t = db.query(OKRTemplate).filter(OKRTemplate.id == template_id).first()
+    if not t:
+        raise HTTPException(404, "模板不存在")
+
+    map_title = data.get("title", t.name)
+    dim = t.dimension
+    preset_krs = t.preset_krs or []
+
+    # 构建 dimensions: 仅包含模板所在的维度层
+    dimensions = []
+    for dk in ("finance", "customer", "process", "learning"):
+        objectives = []
+        if dk == dim:
+            objectives.append({
+                "name": t.name,
+                "description": t.description or "",
+                "kpis": [],
+                "krs": [
+                    {
+                        "name": kr.get("name", ""),
+                        "target_value": kr.get("target_value", ""),
+                        "weight": kr.get("weight", 33),
+                    }
+                    for kr in preset_krs
+                ],
+            })
+        dimensions.append({
+            "key": dk,
+            "name": DIMENSION_LAYER_NAMES.get(dk, dk),
+            "icon": DIMENSION_LAYER_ICONS.get(dk, "📌"),
+            "color": DIMENSION_LAYER_COLORS.get(dk, "#909399"),
+            "objectives": objectives,
+        })
+
+    m = StrategicMap(
+        title=map_title,
+        version=data.get("version", "v1.0"),
+        status="draft",
+        dimensions=dimensions,
+        canvas_data={"connections": []},
+    )
+    db.add(m)
+    db.commit()
+    db.refresh(m)
+
+    # 使用 maps API 的 _sync_map_objectives 同步到 map_objectives 表
+    from app.api.maps import _sync_map_objectives
+    _sync_map_objectives(m, db)
+
+    # 增加模板使用次数
+    t.use_count = (t.use_count or 0) + 1
+    db.commit()
+
+    return {
+        "ok": True,
+        "map_id": m.id,
+        "title": m.title,
+        "template_id": template_id,
+    }

backend/scripts/seed_industry_packs.py

@@ -0,0 +1,217 @@
+"""OKR模板库 Phase 2 — 行业扩展包（12个模板）
+source='industry_pack'
+"""
+import sys, os, logging
+sys.path.insert(0, os.path.join(os.path.dirname(__file__), ".."))
+
+from app.database import get_session_local
+from app.models import OKRTemplate
+
+logging.basicConfig(level=logging.INFO)
+logger = logging.getLogger("seed_industry_packs")
+
+# ── 贸易经销包（7个，industry_tag='trading'）─
+# PRD参考：优化渠补结构 / 加速应收周转 / 建立渠道分级体系 / 提升核心渠道忠诚度 / 建立渠补谈判SOP / 进销存系统全覆盖 / 渠道赋能培训
+TRADING_TEMPLATES = [
+    {
+        "name": "优化渠补结构",
+        "description": "优化渠道补贴结构，提升渠道投入产出比",
+        "dimension": "finance",
+        "layer": "level2",
+        "industry_tag": "trading",
+        "source": "industry_pack",
+        "sort_order": 101,
+        "preset_krs": [
+            {"name": "渠补率≤75%", "target_value": "≤75%", "weight": 40, "sort_order": 1},
+            {"name": "渠补成本下降≥20%", "target_value": "≥20%", "weight": 30, "sort_order": 2},
+            {"name": "渠道综合利润率提升≥5%", "target_value": "≥5%", "weight": 30, "sort_order": 3},
+        ],
+    },
+    {
+        "name": "加速应收周转",
+        "description": "加速应收账款周转，改善现金流健康度",
+        "dimension": "finance",
+        "layer": "level2",
+        "industry_tag": "trading",
+        "source": "industry_pack",
+        "sort_order": 102,
+        "preset_krs": [
+            {"name": "应收账款周转天数≤30天", "target_value": "≤30天", "weight": 40, "sort_order": 1},
+            {"name": "逾期账款占比≤5%", "target_value": "≤5%", "weight": 30, "sort_order": 2},
+            {"name": "回款及时率≥95%", "target_value": "≥95%", "weight": 30, "sort_order": 3},
+        ],
+    },
+    {
+        "name": "建立渠道分级体系",
+        "description": "建立科学渠道分级管理体系，差异化赋能",
+        "dimension": "customer",
+        "layer": "level2",
+        "industry_tag": "trading",
+        "source": "industry_pack",
+        "sort_order": 103,
+        "preset_krs": [
+            {"name": "渠道分级覆盖率100%", "target_value": "100%", "weight": 34, "sort_order": 1},
+            {"name": "A级渠道占比≥30%", "target_value": "≥30%", "weight": 33, "sort_order": 2},
+            {"name": "分级规则满意度≥85%", "target_value": "≥85%", "weight": 33, "sort_order": 3},
+        ],
+    },
+    {
+        "name": "提升核心渠道忠诚度",
+        "description": "提升核心渠道伙伴忠诚度和合作粘性",
+        "dimension": "customer",
+        "layer": "level2",
+        "industry_tag": "trading",
+        "source": "industry_pack",
+        "sort_order": 104,
+        "preset_krs": [
+            {"name": "核心渠道流失率≤3%", "target_value": "≤3%", "weight": 34, "sort_order": 1},
+            {"name": "核心渠道续约率≥90%", "target_value": "≥90%", "weight": 33, "sort_order": 2},
+            {"name": "渠道满意度评分≥4.5分", "target_value": "≥4.5分", "weight": 33, "sort_order": 3},
+        ],
+    },
+    {
+        "name": "建立渠补谈判SOP",
+        "description": "建立标准化渠补谈判流程与SOP，减少灰色地带",
+        "dimension": "process",
+        "layer": "level2",
+        "industry_tag": "trading",
+        "source": "industry_pack",
+        "sort_order": 105,
+        "preset_krs": [
+            {"name": "渠补谈判SOP覆盖率100%", "target_value": "100%", "weight": 34, "sort_order": 1},
+            {"name": "谈判周期缩短≥30%", "target_value": "≥30%", "weight": 33, "sort_order": 2},
+            {"name": "渠补争议事件≤3起/季", "target_value": "≤3起/季", "weight": 33, "sort_order": 3},
+        ],
+    },
+    {
+        "name": "进销存系统全覆盖",
+        "description": "实现进销存系统全渠道覆盖，数据实时可视",
+        "dimension": "process",
+        "layer": "level2",
+        "industry_tag": "trading",
+        "source": "industry_pack",
+        "sort_order": 106,
+        "preset_krs": [
+            {"name": "进销存系统覆盖率≥90%", "target_value": "≥90%", "weight": 34, "sort_order": 1},
+            {"name": "库存数据实时更新率100%", "target_value": "100%", "weight": 33, "sort_order": 2},
+            {"name": "进销存报表自动生成率≥80%", "target_value": "≥80%", "weight": 33, "sort_order": 3},
+        ],
+    },
+    {
+        "name": "渠道赋能培训",
+        "description": "系统化渠道伙伴赋能培训，提升渠道综合能力",
+        "dimension": "learning",
+        "layer": "level2",
+        "industry_tag": "trading",
+        "source": "industry_pack",
+        "sort_order": 107,
+        "preset_krs": [
+            {"name": "渠道培训覆盖率≥80%", "target_value": "≥80%", "weight": 34, "sort_order": 1},
+            {"name": "培训考核通过率≥85%", "target_value": "≥85%", "weight": 33, "sort_order": 2},
+            {"name": "培训后渠道业绩提升≥10%", "target_value": "≥10%", "weight": 33, "sort_order": 3},
+        ],
+    },
+]
+
+# ── IT服务包（5个，industry_tag='it_service'）─
+# PRD参考：提升人均产值 / 提高NPS净推荐值 / 知识管理体系化 / 交付标准化 / 工程师认证体系
+ITSERVICE_TEMPLATES = [
+    {
+        "name": "提升人均产值",
+        "description": "提升技术团队人均产值和项目利润率",
+        "dimension": "finance",
+        "layer": "level2",
+        "industry_tag": "it_service",
+        "source": "industry_pack",
+        "sort_order": 201,
+        "preset_krs": [
+            {"name": "人均产值≥30万/季", "target_value": "≥30万/季", "weight": 40, "sort_order": 1},
+            {"name": "项目毛利率≥25%", "target_value": "≥25%", "weight": 30, "sort_order": 2},
+            {"name": "人效同比增长≥15%", "target_value": "≥15%", "weight": 30, "sort_order": 3},
+        ],
+    },
+    {
+        "name": "提高NPS净推荐值",
+        "description": "提高客户NPS净推荐值，建立良好口碑",
+        "dimension": "customer",
+        "layer": "level2",
+        "industry_tag": "it_service",
+        "source": "industry_pack",
+        "sort_order": 202,
+        "preset_krs": [
+            {"name": "NPS得分≥70", "target_value": "≥70", "weight": 34, "sort_order": 1},
+            {"name": "客户满意度评分≥4.5分", "target_value": "≥4.5分", "weight": 33, "sort_order": 2},
+            {"name": "客户推荐率≥40%", "target_value": "≥40%", "weight": 33, "sort_order": 3},
+        ],
+    },
+    {
+        "name": "交付标准化",
+        "description": "实现项目交付流程标准化和可复制",
+        "dimension": "process",
+        "layer": "level2",
+        "industry_tag": "it_service",
+        "source": "industry_pack",
+        "sort_order": 203,
+        "preset_krs": [
+            {"name": "交付SOP覆盖率100%", "target_value": "100%", "weight": 34, "sort_order": 1},
+            {"name": "项目按时交付率≥90%", "target_value": "≥90%", "weight": 33, "sort_order": 2},
+            {"name": "项目验收一次通过率≥85%", "target_value": "≥85%", "weight": 33, "sort_order": 3},
+        ],
+    },
+    {
+        "name": "知识管理体系化",
+        "description": "建设体系化知识管理平台，沉淀项目经验",
+        "dimension": "learning",
+        "layer": "level2",
+        "industry_tag": "it_service",
+        "source": "industry_pack",
+        "sort_order": 204,
+        "preset_krs": [
+            {"name": "知识库文章数量≥500篇", "target_value": "≥500篇", "weight": 34, "sort_order": 1},
+            {"name": "知识复用率≥40%", "target_value": "≥40%", "weight": 33, "sort_order": 2},
+            {"name": "知识贡献覆盖率≥80%", "target_value": "≥80%", "weight": 33, "sort_order": 3},
+        ],
+    },
+    {
+        "name": "工程师认证体系",
+        "description": "建立工程师技术认证与职业成长体系",
+        "dimension": "learning",
+        "layer": "level2",
+        "industry_tag": "it_service",
+        "source": "industry_pack",
+        "sort_order": 205,
+        "preset_krs": [
+            {"name": "认证覆盖率≥60%", "target_value": "≥60%", "weight": 34, "sort_order": 1},
+            {"name": "高级工程师占比≥30%", "target_value": "≥30%", "weight": 33, "sort_order": 2},
+            {"name": "认证通过率≥80%", "target_value": "≥80%", "weight": 33, "sort_order": 3},
+        ],
+    },
+]
+
+ALL_INDUSTRY_TEMPLATES = TRADING_TEMPLATES + ITSERVICE_TEMPLATES
+
+
+def seed_industry_packs():
+    """插入行业包模板（如果不存在）"""
+    db = get_session_local()()
+    try:
+        existing = db.query(OKRTemplate).filter(OKRTemplate.source == "industry_pack").count()
+        if existing > 0:
+            logger.info(f"已有 {existing} 条行业包模板，跳过")
+            return
+        for item in ALL_INDUSTRY_TEMPLATES:
+            t = OKRTemplate(**item)
+            db.add(t)
+        db.commit()
+        logger.info(f"✔ 已插入 {len(ALL_INDUSTRY_TEMPLATES)} 条行业包模板（贸易经销7 + IT服务5）")
+    except Exception as e:
+        db.rollback()
+        logger.error(f"行业包种子数据插入失败: {e}")
+        raise
+    finally:
+        db.close()
+
+
+if __name__ == "__main__":
+    seed_industry_packs()
+    logger.info("OKR行业扩展包初始化完成")