Files
cma-management/backend/scripts/seed_okr_templates.py
T
Hermes CI Fix 9c6c1614fb Phase 1: OKR模板 — 两步弹窗(O+KR结构) + 14个CMA模板 + okr_templates表 + API
MapCanvasDialogs.vue:
- 节点编辑弹窗改为两步交互(模板选择→O+KR编辑)
- 第一步:按维度展示对应模板(财务4/客户3/流程4/学习3)
- 第二步:编辑O名称+描述+3个KR(名称/目标值/权重)
- 14个CMA标准模板硬编码在前端
- 支持添加/删除KR、自定义目标跳过模板

MapCanvas.vue:
- 传递 editingLayerKey 到弹窗
- onSaveDialog 适配新 O+KR 数据结构
- onNodeSave 存储 krs 和 template_name 字段

Backend:
- OKRTemplate 模型 (okr_templates 表)
- okr_templates API: GET(按维度筛选) + POST(用户自定义) + increment use_count
- seed_okr_templates.py 迁移脚本(建表+14条种子数据)
- 在 main.py 注册新路由
2026-07-21 17:22:43 +08:00

253 lines
10 KiB
Python

"""
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")