""" OKR模板库 — 建表 + 插入14个CMA标准模板种子数据 """ import sys import os import logging # 添加项目根目录到Python路径 sys.path.insert(0, os.path.join(os.path.dirname(__file__), "..")) from app.database import get_engine, get_session_local, Base from app.models import OKRTemplate logging.basicConfig(level=logging.INFO) logger = logging.getLogger("seed_okr_templates") # ── 14个CMA标准模板 ── SEED_TEMPLATES = [ # 💰 财务层（4个） { "name": "扩大收入规模", "description": "通过新市场开拓、新产品线、新客户群实现收入增长", "dimension": "finance", "layer": "level1", "industry_tag": "general", "source": "system", "sort_order": 1, "preset_krs": [ {"name": "营收增长率≥20%", "target_value": "≥20%", "weight": 40, "sort_order": 1}, {"name": "新客户收入占比≥15%", "target_value": "≥15%", "weight": 30, "sort_order": 2}, {"name": "客单价提升≥10%", "target_value": "≥10%", "weight": 30, "sort_order": 3}, ], }, { "name": "优化成本结构", "description": "通过成本降低和费用管控提升盈利能力", "dimension": "finance", "layer": "level1", "industry_tag": "general", "source": "system", "sort_order": 2, "preset_krs": [ {"name": "毛利率提升≥3%", "target_value": "≥3%", "weight": 40, "sort_order": 1}, {"name": "管理费用率≤15%", "target_value": "≤15%", "weight": 30, "sort_order": 2}, {"name": "销售费用率≤10%", "target_value": "≤10%", "weight": 30, "sort_order": 3}, ], }, { "name": "提升资产效率", "description": "提高资产周转速度，释放沉淀资金", "dimension": "finance", "layer": "level1", "industry_tag": "general", "source": "system", "sort_order": 3, "preset_krs": [ {"name": "库存周转天数≤45天", "target_value": "≤45天", "weight": 34, "sort_order": 1}, {"name": "应收账款周转天数≤45天", "target_value": "≤45天", "weight": 33, "sort_order": 2}, {"name": "总资产周转率≥1.0", "target_value": "≥1.0", "weight": 33, "sort_order": 3}, ], }, { "name": "保障现金流安全", "description": "确保经营现金流为正，防范流动性风险", "dimension": "finance", "layer": "level1", "industry_tag": "general", "source": "system", "sort_order": 4, "preset_krs": [ {"name": "现金比率≥20%", "target_value": "≥20%", "weight": 34, "sort_order": 1}, {"name": "经营现金流为正", "target_value": "为正", "weight": 33, "sort_order": 2}, {"name": "自由现金流≥0", "target_value": "≥0", "weight": 33, "sort_order": 3}, ], }, # 👥 客户层（3个） { "name": "产品领先", "description": "提供行业最优的产品质量和功能", "dimension": "customer", "layer": "level1", "industry_tag": "general", "source": "system", "sort_order": 5, "preset_krs": [ {"name": "产品合格率≥99%", "target_value": "≥99%", "weight": 34, "sort_order": 1}, {"name": "NPS净推荐值≥60", "target_value": "≥60", "weight": 33, "sort_order": 2}, {"name": "市场份额提升≥2%", "target_value": "≥2%", "weight": 33, "sort_order": 3}, ], }, { "name": "客户亲密", "description": "建立深度客户关系，提升客户粘性", "dimension": "customer", "layer": "level1", "industry_tag": "general", "source": "system", "sort_order": 6, "preset_krs": [ {"name": "客户满意度≥90%", "target_value": "≥90%", "weight": 34, "sort_order": 1}, {"name": "大客户留存率≥95%", "target_value": "≥95%", "weight": 33, "sort_order": 2}, {"name": "服务响应时间≤2小时", "target_value": "≤2小时", "weight": 33, "sort_order": 3}, ], }, { "name": "卓越运营", "description": "以最优的价格和最高的便利性服务客户", "dimension": "customer", "layer": "level1", "industry_tag": "general", "source": "system", "sort_order": 7, "preset_krs": [ {"name": "价格竞争力行业TOP3", "target_value": "TOP3", "weight": 34, "sort_order": 1}, {"name": "按时交付率≥98%", "target_value": "≥98%", "weight": 33, "sort_order": 2}, {"name": "客户投诉率≤1%", "target_value": "≤1%", "weight": 33, "sort_order": 3}, ], }, # ⚙️ 流程层（4个） { "name": "运营高效顺畅", "description": "优化供应链和交付流程，提升运营效率", "dimension": "process", "layer": "level1", "industry_tag": "general", "source": "system", "sort_order": 8, "preset_krs": [ {"name": "交付及时率≥95%", "target_value": "≥95%", "weight": 34, "sort_order": 1}, {"name": "库存周转≤45天", "target_value": "≤45天", "weight": 33, "sort_order": 2}, {"name": "流程自动化率≥30%", "target_value": "≥30%", "weight": 33, "sort_order": 3}, ], }, { "name": "客户管理有序", "description": "建立标准化客户管理流程", "dimension": "process", "layer": "level1", "industry_tag": "general", "source": "system", "sort_order": 9, "preset_krs": [ {"name": "新客获取成本下降≥10%", "target_value": "≥10%", "weight": 34, "sort_order": 1}, {"name": "客户流失率≤5%", "target_value": "≤5%", "weight": 33, "sort_order": 2}, {"name": "客户线索转化率≥20%", "target_value": "≥20%", "weight": 33, "sort_order": 3}, ], }, { "name": "创新驱动增长", "description": "通过产品和服务创新驱动业务增长", "dimension": "process", "layer": "level1", "industry_tag": "general", "source": "system", "sort_order": 10, "preset_krs": [ {"name": "新产品收入占比≥15%", "target_value": "≥15%", "weight": 34, "sort_order": 1}, {"name": "研发投入占比≥5%", "target_value": "≥5%", "weight": 33, "sort_order": 2}, {"name": "年度创新提案≥12项", "target_value": "≥12项", "weight": 33, "sort_order": 3}, ], }, { "name": "合规稳健运营", "description": "确保合规运营，防范法律和税务风险", "dimension": "process", "layer": "level1", "industry_tag": "general", "source": "system", "sort_order": 11, "preset_krs": [ {"name": "合规事件0起", "target_value": "0起", "weight": 34, "sort_order": 1}, {"name": "审计通过率100%", "target_value": "100%", "weight": 33, "sort_order": 2}, {"name": "税务申报及时率100%", "target_value": "100%", "weight": 33, "sort_order": 3}, ], }, # 📚 学习层（3个） { "name": "团队能力升级", "description": "提升员工核心技能和关键岗位胜任度", "dimension": "learning", "layer": "level1", "industry_tag": "general", "source": "system", "sort_order": 12, "preset_krs": [ {"name": "关键岗位培训完成率100%", "target_value": "100%", "weight": 34, "sort_order": 1}, {"name": "认证持有率≥80%", "target_value": "≥80%", "weight": 33, "sort_order": 2}, {"name": "人均培训时长≥40小时/年", "target_value": "≥40小时/年", "weight": 33, "sort_order": 3}, ], }, { "name": "数字系统赋能", "description": "通过数字化系统提升工作效率", "dimension": "learning", "layer": "level1", "industry_tag": "general", "source": "system", "sort_order": 13, "preset_krs": [ {"name": "系统覆盖率≥90%", "target_value": "≥90%", "weight": 34, "sort_order": 1}, {"name": "数据自动化率≥70%", "target_value": "≥70%", "weight": 33, "sort_order": 2}, {"name": "报表自动生成率≥80%", "target_value": "≥80%", "weight": 33, "sort_order": 3}, ], }, { "name": "组织协同对齐", "description": "建立高绩效文化和战略共识", "dimension": "learning", "layer": "level1", "industry_tag": "general", "source": "system", "sort_order": 14, "preset_krs": [ {"name": "员工满意度≥85%", "target_value": "≥85%", "weight": 34, "sort_order": 1}, {"name": "战略认知度≥80%", "target_value": "≥80%", "weight": 33, "sort_order": 2}, {"name": "跨部门协作评分≥4分", "target_value": "≥4分", "weight": 33, "sort_order": 3}, ], }, ] def ensure_table(): """确保 okr_templates 表存在""" Base.metadata.create_all(bind=get_engine()) logger.info("表 okr_templates 已就绪") def seed_templates(): """插入种子数据（如果表为空）""" session = get_session_local()() try: existing = session.query(OKRTemplate).filter(OKRTemplate.source == "system").count() if existing > 0: logger.info(f"已有 {existing} 条系统模板，跳过种子数据") return for item in SEED_TEMPLATES: t = OKRTemplate(**item) session.add(t) session.commit() logger.info(f"✔ 已插入 {len(SEED_TEMPLATES)} 条 CMA 标准模板") except Exception as e: session.rollback() logger.error(f"种子数据插入失败: {e}") raise finally: session.close() if __name__ == "__main__": ensure_table() seed_templates() logger.info("OKR模板库初始化完成")