cma-management/backend/scripts/seed_industry_packs.py

"""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")