Initial commit: KPI Management System Backend
Features: - FastAPI backend with JWT authentication - MySQL database with SQLAlchemy ORM - KPI workflow: draft → pending → approved → evaluation → completed - Ollama LLM API integration for AI features - Gitea API integration for version control - Complete API endpoints for KPI, dashboard, notifications Tables: KPI_D_* prefix naming convention 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
This commit is contained in:
337
ddl/01_create_tables.sql
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337
ddl/01_create_tables.sql
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-- KPI 管理系統 - 資料庫建立腳本
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-- 版本: 1.0
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-- 建立日期: 2024-12
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-- ============================================
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-- 1. 部門表 (departments)
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-- ============================================
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CREATE TABLE departments (
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id SERIAL PRIMARY KEY,
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code VARCHAR(20) NOT NULL UNIQUE,
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name VARCHAR(100) NOT NULL,
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level VARCHAR(20) NOT NULL DEFAULT 'DEPT', -- COMPANY, BU, DEPT, TEAM
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parent_id INTEGER REFERENCES departments(id),
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is_active BOOLEAN NOT NULL DEFAULT TRUE,
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created_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP,
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updated_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP
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);
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CREATE INDEX idx_departments_parent ON departments(parent_id);
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CREATE INDEX idx_departments_code ON departments(code);
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COMMENT ON TABLE departments IS '部門組織表';
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COMMENT ON COLUMN departments.level IS '層級: COMPANY=公司, BU=事業單位, DEPT=部門, TEAM=團隊';
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-- ============================================
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-- 2. 員工表 (employees)
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-- ============================================
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CREATE TABLE employees (
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id SERIAL PRIMARY KEY,
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employee_no VARCHAR(20) NOT NULL UNIQUE,
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name VARCHAR(100) NOT NULL,
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email VARCHAR(200) NOT NULL UNIQUE,
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password_hash VARCHAR(200) NOT NULL,
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department_id INTEGER NOT NULL REFERENCES departments(id),
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manager_id INTEGER REFERENCES employees(id),
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job_title VARCHAR(100),
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role VARCHAR(20) NOT NULL DEFAULT 'employee', -- employee, manager, admin, hr
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status VARCHAR(20) NOT NULL DEFAULT 'active', -- active, inactive, resigned
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hire_date DATE,
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created_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP,
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updated_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP
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);
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CREATE INDEX idx_employees_department ON employees(department_id);
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CREATE INDEX idx_employees_manager ON employees(manager_id);
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CREATE INDEX idx_employees_status ON employees(status);
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COMMENT ON TABLE employees IS '員工表';
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COMMENT ON COLUMN employees.role IS '角色: employee=員工, manager=主管, admin=管理員, hr=人資';
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-- ============================================
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-- 3. KPI 期間表 (kpi_periods)
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-- ============================================
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CREATE TABLE kpi_periods (
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id SERIAL PRIMARY KEY,
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code VARCHAR(20) NOT NULL UNIQUE, -- 例: 2024H1, 2024H2
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name VARCHAR(100) NOT NULL,
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start_date DATE NOT NULL,
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end_date DATE NOT NULL,
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setting_start DATE NOT NULL, -- KPI 設定開始日
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setting_end DATE NOT NULL, -- KPI 設定截止日
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self_eval_start DATE, -- 自評開始日
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self_eval_end DATE, -- 自評截止日
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manager_eval_start DATE, -- 主管評核開始日
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manager_eval_end DATE, -- 主管評核截止日
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status VARCHAR(20) NOT NULL DEFAULT 'draft', -- draft, setting, approved, self_eval, manager_eval, completed
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created_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP,
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updated_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP
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);
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CREATE INDEX idx_kpi_periods_status ON kpi_periods(status);
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COMMENT ON TABLE kpi_periods IS 'KPI 期間表';
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COMMENT ON COLUMN kpi_periods.status IS '狀態: draft=草稿, setting=設定中, approved=已核准, self_eval=自評中, manager_eval=主管評核中, completed=已完成';
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-- ============================================
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-- 4. KPI 範本表 (kpi_templates)
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-- ============================================
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CREATE TABLE kpi_templates (
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id SERIAL PRIMARY KEY,
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code VARCHAR(50) NOT NULL UNIQUE,
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name VARCHAR(200) NOT NULL,
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category VARCHAR(50) NOT NULL, -- financial, customer, internal, learning
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description TEXT,
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default_weight INTEGER DEFAULT 20,
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level0_desc TEXT NOT NULL, -- 等級 0 說明
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level1_desc TEXT NOT NULL, -- 等級 1 說明
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level2_desc TEXT NOT NULL, -- 等級 2 說明
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level3_desc TEXT NOT NULL, -- 等級 3 說明
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level4_desc TEXT NOT NULL, -- 等級 4 說明
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applicable_roles TEXT[], -- 適用角色
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applicable_depts INTEGER[], -- 適用部門 ID
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is_active BOOLEAN NOT NULL DEFAULT TRUE,
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created_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP,
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updated_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP
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);
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CREATE INDEX idx_kpi_templates_category ON kpi_templates(category);
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CREATE INDEX idx_kpi_templates_active ON kpi_templates(is_active);
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COMMENT ON TABLE kpi_templates IS 'KPI 範本表';
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COMMENT ON COLUMN kpi_templates.category IS '類別: financial=財務, customer=客戶, internal=內部流程, learning=學習成長';
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-- ============================================
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-- 5. KPI 預設組合表 (kpi_presets)
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-- ============================================
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CREATE TABLE kpi_presets (
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id SERIAL PRIMARY KEY,
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code VARCHAR(50) NOT NULL UNIQUE,
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name VARCHAR(200) NOT NULL,
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description TEXT,
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applicable_roles TEXT[],
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applicable_depts INTEGER[],
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is_active BOOLEAN NOT NULL DEFAULT TRUE,
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created_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP,
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updated_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP
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);
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COMMENT ON TABLE kpi_presets IS 'KPI 預設組合表';
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-- ============================================
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-- 6. KPI 預設項目表 (kpi_preset_items)
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-- ============================================
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CREATE TABLE kpi_preset_items (
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id SERIAL PRIMARY KEY,
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preset_id INTEGER NOT NULL REFERENCES kpi_presets(id) ON DELETE CASCADE,
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template_id INTEGER NOT NULL REFERENCES kpi_templates(id),
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default_weight INTEGER NOT NULL,
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is_mandatory BOOLEAN NOT NULL DEFAULT FALSE,
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sort_order INTEGER NOT NULL DEFAULT 0,
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created_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP
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);
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CREATE INDEX idx_kpi_preset_items_preset ON kpi_preset_items(preset_id);
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COMMENT ON TABLE kpi_preset_items IS 'KPI 預設項目表';
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-- ============================================
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-- 7. KPI 表單表 (kpi_sheets)
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-- ============================================
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CREATE TABLE kpi_sheets (
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id SERIAL PRIMARY KEY,
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employee_id INTEGER NOT NULL REFERENCES employees(id),
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period_id INTEGER NOT NULL REFERENCES kpi_periods(id),
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department_id INTEGER NOT NULL REFERENCES departments(id),
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status VARCHAR(20) NOT NULL DEFAULT 'draft', -- draft, pending, approved, self_eval, manager_eval, completed, settled
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-- 提交資訊
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submitted_at TIMESTAMP,
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-- 審核資訊
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approved_by INTEGER REFERENCES employees(id),
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approved_at TIMESTAMP,
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approve_comment TEXT,
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-- 退回資訊
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rejected_by INTEGER REFERENCES employees(id),
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rejected_at TIMESTAMP,
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reject_reason TEXT,
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-- 自評資訊
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self_eval_at TIMESTAMP,
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-- 主管評核資訊
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manager_eval_by INTEGER REFERENCES employees(id),
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manager_eval_at TIMESTAMP,
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manager_eval_comment TEXT,
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-- 分數
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total_score DECIMAL(5,4), -- 總獎金月數 (0~1)
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created_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP,
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updated_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP,
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UNIQUE(employee_id, period_id)
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);
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CREATE INDEX idx_kpi_sheets_employee ON kpi_sheets(employee_id);
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CREATE INDEX idx_kpi_sheets_period ON kpi_sheets(period_id);
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CREATE INDEX idx_kpi_sheets_department ON kpi_sheets(department_id);
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CREATE INDEX idx_kpi_sheets_status ON kpi_sheets(status);
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COMMENT ON TABLE kpi_sheets IS 'KPI 表單表';
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COMMENT ON COLUMN kpi_sheets.status IS '狀態: draft=草稿, pending=待審核, approved=已核准, self_eval=自評中, manager_eval=主管評核中, completed=已完成, settled=已結算';
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-- ============================================
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-- 8. KPI 項目表 (kpi_items)
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-- ============================================
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CREATE TABLE kpi_items (
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id SERIAL PRIMARY KEY,
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sheet_id INTEGER NOT NULL REFERENCES kpi_sheets(id) ON DELETE CASCADE,
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template_id INTEGER REFERENCES kpi_templates(id),
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sort_order INTEGER NOT NULL DEFAULT 0,
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-- 項目資訊
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name VARCHAR(200) NOT NULL,
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category VARCHAR(50) NOT NULL,
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weight INTEGER NOT NULL, -- 權重百分比 (1-100)
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-- 等級標準
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level0_criteria TEXT,
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level1_criteria TEXT,
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level2_criteria TEXT,
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level3_criteria TEXT,
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level4_criteria TEXT,
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-- 自評
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self_eval_level INTEGER, -- 0-4
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self_eval_note TEXT,
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-- 主管評核
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final_level INTEGER, -- 0-4 (最終等級)
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final_note TEXT,
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created_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP,
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updated_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP
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);
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CREATE INDEX idx_kpi_items_sheet ON kpi_items(sheet_id);
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COMMENT ON TABLE kpi_items IS 'KPI 項目表';
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COMMENT ON COLUMN kpi_items.weight IS '權重百分比，同一 sheet 的所有項目權重總和必須等於 100';
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-- ============================================
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-- 9. KPI 指派表 (kpi_assignments)
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-- ============================================
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CREATE TABLE kpi_assignments (
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id SERIAL PRIMARY KEY,
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employee_id INTEGER NOT NULL REFERENCES employees(id),
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period_id INTEGER NOT NULL REFERENCES kpi_periods(id),
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assigned_by INTEGER NOT NULL REFERENCES employees(id),
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items JSONB NOT NULL, -- 指派的 KPI 項目 JSON
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note TEXT,
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created_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP,
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UNIQUE(employee_id, period_id)
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);
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CREATE INDEX idx_kpi_assignments_employee ON kpi_assignments(employee_id);
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COMMENT ON TABLE kpi_assignments IS '主管指派 KPI 表';
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-- ============================================
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-- 10. KPI 審核紀錄表 (kpi_review_logs)
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-- ============================================
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CREATE TABLE kpi_review_logs (
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id SERIAL PRIMARY KEY,
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sheet_id INTEGER NOT NULL REFERENCES kpi_sheets(id) ON DELETE CASCADE,
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action VARCHAR(50) NOT NULL, -- submit, approve, reject, self_eval, manager_eval
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actor_id INTEGER NOT NULL REFERENCES employees(id),
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from_status VARCHAR(20),
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to_status VARCHAR(20),
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comment TEXT,
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created_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP
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);
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CREATE INDEX idx_kpi_review_logs_sheet ON kpi_review_logs(sheet_id);
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CREATE INDEX idx_kpi_review_logs_actor ON kpi_review_logs(actor_id);
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COMMENT ON TABLE kpi_review_logs IS 'KPI 審核紀錄表';
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-- ============================================
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-- 11. 通知表 (notifications)
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-- ============================================
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CREATE TABLE notifications (
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id SERIAL PRIMARY KEY,
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recipient_id INTEGER NOT NULL REFERENCES employees(id),
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type VARCHAR(50) NOT NULL, -- kpi_submitted, kpi_approved, kpi_rejected, eval_reminder, etc.
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title VARCHAR(200) NOT NULL,
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content TEXT,
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related_sheet_id INTEGER REFERENCES kpi_sheets(id) ON DELETE SET NULL,
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is_read BOOLEAN NOT NULL DEFAULT FALSE,
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read_at TIMESTAMP,
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created_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP
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);
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CREATE INDEX idx_notifications_recipient ON notifications(recipient_id);
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CREATE INDEX idx_notifications_unread ON notifications(recipient_id, is_read) WHERE is_read = FALSE;
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COMMENT ON TABLE notifications IS '通知表';
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-- ============================================
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-- 12. 通知偏好表 (notification_preferences)
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-- ============================================
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CREATE TABLE notification_preferences (
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id SERIAL PRIMARY KEY,
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employee_id INTEGER NOT NULL UNIQUE REFERENCES employees(id),
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email_enabled BOOLEAN NOT NULL DEFAULT TRUE,
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in_app_enabled BOOLEAN NOT NULL DEFAULT TRUE,
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reminder_days_before INTEGER NOT NULL DEFAULT 3,
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created_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP,
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updated_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP
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);
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COMMENT ON TABLE notification_preferences IS '通知偏好表';
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-- ============================================
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-- 13. 儀表板警示表 (dashboard_alerts)
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-- ============================================
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CREATE TABLE dashboard_alerts (
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id SERIAL PRIMARY KEY,
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alert_type VARCHAR(50) NOT NULL, -- deadline_approaching, overdue, weight_invalid
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severity VARCHAR(20) NOT NULL DEFAULT 'warning', -- info, warning, error
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title VARCHAR(200) NOT NULL,
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description TEXT,
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related_sheet_id INTEGER REFERENCES kpi_sheets(id) ON DELETE CASCADE,
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related_employee_id INTEGER REFERENCES employees(id),
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is_resolved BOOLEAN NOT NULL DEFAULT FALSE,
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resolved_at TIMESTAMP,
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resolved_by INTEGER REFERENCES employees(id),
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created_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP
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);
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CREATE INDEX idx_dashboard_alerts_unresolved ON dashboard_alerts(is_resolved) WHERE is_resolved = FALSE;
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COMMENT ON TABLE dashboard_alerts IS '儀表板警示表';
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-- ============================================
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-- 更新時間觸發器
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-- ============================================
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CREATE OR REPLACE FUNCTION update_updated_at_column()
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RETURNS TRIGGER AS $$
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BEGIN
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NEW.updated_at = CURRENT_TIMESTAMP;
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RETURN NEW;
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END;
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$$ language 'plpgsql';
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-- 為需要 updated_at 的表建立觸發器
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CREATE TRIGGER update_departments_updated_at BEFORE UPDATE ON departments FOR EACH ROW EXECUTE FUNCTION update_updated_at_column();
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CREATE TRIGGER update_employees_updated_at BEFORE UPDATE ON employees FOR EACH ROW EXECUTE FUNCTION update_updated_at_column();
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CREATE TRIGGER update_kpi_periods_updated_at BEFORE UPDATE ON kpi_periods FOR EACH ROW EXECUTE FUNCTION update_updated_at_column();
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CREATE TRIGGER update_kpi_templates_updated_at BEFORE UPDATE ON kpi_templates FOR EACH ROW EXECUTE FUNCTION update_updated_at_column();
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CREATE TRIGGER update_kpi_presets_updated_at BEFORE UPDATE ON kpi_presets FOR EACH ROW EXECUTE FUNCTION update_updated_at_column();
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CREATE TRIGGER update_kpi_sheets_updated_at BEFORE UPDATE ON kpi_sheets FOR EACH ROW EXECUTE FUNCTION update_updated_at_column();
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CREATE TRIGGER update_kpi_items_updated_at BEFORE UPDATE ON kpi_items FOR EACH ROW EXECUTE FUNCTION update_updated_at_column();
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CREATE TRIGGER update_notification_preferences_updated_at BEFORE UPDATE ON notification_preferences FOR EACH ROW EXECUTE FUNCTION update_updated_at_column();
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125
ddl/02_seed_data.sql
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125
ddl/02_seed_data.sql
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@@ -0,0 +1,125 @@
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-- KPI 管理系統 - 種子資料
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-- 版本: 1.0
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-- 建立日期: 2024-12
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-- ============================================
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-- 1. 部門資料
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-- ============================================
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INSERT INTO departments (code, name, level, parent_id) VALUES
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('COMPANY', '總公司', 'COMPANY', NULL),
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('BU_TECH', '技術事業部', 'BU', 1),
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('BU_SALES', '業務事業部', 'BU', 1),
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('DEPT_RD', '研發部', 'DEPT', 2),
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('DEPT_QA', '品保部', 'DEPT', 2),
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('DEPT_SALES', '業務部', 'DEPT', 3),
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('DEPT_MARKETING', '行銷部', 'DEPT', 3),
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('DEPT_HR', '人力資源部', 'DEPT', 1),
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('DEPT_FINANCE', '財務部', 'DEPT', 1);
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-- ============================================
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-- 2. 員工資料 (密碼: password123)
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-- bcrypt hash for 'password123'
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-- ============================================
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INSERT INTO employees (employee_no, name, email, password_hash, department_id, manager_id, job_title, role, status, hire_date) VALUES
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-- 管理層
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('EMP00001', '王大明', 'admin@example.com', '$2b$12$LQv3c1yqBWVHxkd0LHAkCOYz6TtxMQJqhN8/X4.yHvLt7c2bF5Eni', 1, NULL, '總經理', 'admin', 'active', '2020-01-01'),
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-- 技術事業部
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('EMP00002', '陳志強', 'chen.zhiqiang@example.com', '$2b$12$LQv3c1yqBWVHxkd0LHAkCOYz6TtxMQJqhN8/X4.yHvLt7c2bF5Eni', 2, 1, '技術長', 'manager', 'active', '2020-03-15'),
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('EMP00003', '林小華', 'lin.xiaohua@example.com', '$2b$12$LQv3c1yqBWVHxkd0LHAkCOYz6TtxMQJqhN8/X4.yHvLt7c2bF5Eni', 4, 2, '研發經理', 'manager', 'active', '2021-01-10'),
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('EMP00004', '張美玲', 'zhang.meiling@example.com', '$2b$12$LQv3c1yqBWVHxkd0LHAkCOYz6TtxMQJqhN8/X4.yHvLt7c2bF5Eni', 4, 3, '資深工程師', 'employee', 'active', '2021-06-01'),
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('EMP00005', '李建國', 'li.jianguo@example.com', '$2b$12$LQv3c1yqBWVHxkd0LHAkCOYz6TtxMQJqhN8/X4.yHvLt7c2bF5Eni', 4, 3, '工程師', 'employee', 'active', '2022-03-01'),
|
||||
('EMP00006', '黃雅琪', 'huang.yaqi@example.com', '$2b$12$LQv3c1yqBWVHxkd0LHAkCOYz6TtxMQJqhN8/X4.yHvLt7c2bF5Eni', 5, 2, '品保經理', 'manager', 'active', '2021-02-15'),
|
||||
('EMP00007', '吳宗翰', 'wu.zonghan@example.com', '$2b$12$LQv3c1yqBWVHxkd0LHAkCOYz6TtxMQJqhN8/X4.yHvLt7c2bF5Eni', 5, 6, 'QA工程師', 'employee', 'active', '2022-08-01'),
|
||||
|
||||
-- 業務事業部
|
||||
('EMP00008', '趙文傑', 'zhao.wenjie@example.com', '$2b$12$LQv3c1yqBWVHxkd0LHAkCOYz6TtxMQJqhN8/X4.yHvLt7c2bF5Eni', 3, 1, '業務長', 'manager', 'active', '2020-05-01'),
|
||||
('EMP00009', '周曉明', 'zhou.xiaoming@example.com', '$2b$12$LQv3c1yqBWVHxkd0LHAkCOYz6TtxMQJqhN8/X4.yHvLt7c2bF5Eni', 6, 8, '業務經理', 'manager', 'active', '2021-04-01'),
|
||||
('EMP00010', '蔡佳蓉', 'cai.jiarong@example.com', '$2b$12$LQv3c1yqBWVHxkd0LHAkCOYz6TtxMQJqhN8/X4.yHvLt7c2bF5Eni', 6, 9, '業務專員', 'employee', 'active', '2022-01-15'),
|
||||
|
||||
-- 人資部
|
||||
('EMP00011', '許淑芬', 'xu.shufen@example.com', '$2b$12$LQv3c1yqBWVHxkd0LHAkCOYz6TtxMQJqhN8/X4.yHvLt7c2bF5Eni', 8, 1, '人資經理', 'hr', 'active', '2020-06-01');
|
||||
|
||||
-- ============================================
|
||||
-- 3. KPI 期間資料
|
||||
-- ============================================
|
||||
INSERT INTO kpi_periods (code, name, start_date, end_date, setting_start, setting_end, self_eval_start, self_eval_end, manager_eval_start, manager_eval_end, status) VALUES
|
||||
('2024H1', '2024年上半年', '2024-01-01', '2024-06-30', '2024-01-01', '2024-01-14', '2024-06-15', '2024-06-25', '2024-06-26', '2024-06-30', 'completed'),
|
||||
('2024H2', '2024年下半年', '2024-07-01', '2024-12-31', '2024-07-01', '2024-07-14', '2024-12-15', '2024-12-25', '2024-12-26', '2024-12-31', 'setting'),
|
||||
('2025H1', '2025年上半年', '2025-01-01', '2025-06-30', '2025-01-01', '2025-01-14', '2025-06-15', '2025-06-25', '2025-06-26', '2025-06-30', 'draft');
|
||||
|
||||
-- ============================================
|
||||
-- 4. KPI 範本資料
|
||||
-- ============================================
|
||||
INSERT INTO kpi_templates (code, name, category, description, default_weight, level0_desc, level1_desc, level2_desc, level3_desc, level4_desc) VALUES
|
||||
-- 財務類
|
||||
('FIN001', '單位製造成本降低率', 'financial', '製造成本控制指標', 25,
|
||||
'成本反升或降低 <2%', '降低 2.0%-2.9%', '降低 3.0%', '降低 3.1%-3.9%', '降低 ≥4.0%'),
|
||||
('FIN002', '營收達成率', 'financial', '營收目標達成指標', 30,
|
||||
'達成率 <80%', '達成率 80%-89%', '達成率 90%-99%', '達成率 100%-109%', '達成率 ≥110%'),
|
||||
('FIN003', '毛利率提升', 'financial', '毛利率改善指標', 20,
|
||||
'毛利率下降', '維持不變', '提升 0.1%-0.5%', '提升 0.6%-1.0%', '提升 >1.0%'),
|
||||
|
||||
-- 客戶類
|
||||
('CUS001', '客戶滿意度', 'customer', '客戶滿意度調查結果', 25,
|
||||
'滿意度 <70%', '滿意度 70%-79%', '滿意度 80%-89%', '滿意度 90%-94%', '滿意度 ≥95%'),
|
||||
('CUS002', '客訴處理時效', 'customer', '客訴回應與解決時間', 15,
|
||||
'平均 >72 小時', '平均 48-72 小時', '平均 24-48 小時', '平均 12-24 小時', '平均 <12 小時'),
|
||||
('CUS003', '新客戶開發數', 'customer', '新客戶獲取數量', 20,
|
||||
'0 家', '1-2 家', '3-4 家', '5-6 家', '≥7 家'),
|
||||
|
||||
-- 內部流程類
|
||||
('INT001', '專案準時完成率', 'internal', '專案如期交付比率', 25,
|
||||
'準時率 <70%', '準時率 70%-79%', '準時率 80%-89%', '準時率 90%-94%', '準時率 ≥95%'),
|
||||
('INT002', '流程改善提案', 'internal', '提出並執行的流程改善', 15,
|
||||
'0 件', '1 件', '2 件', '3 件', '≥4 件'),
|
||||
('INT003', '系統穩定度', 'internal', '系統可用率指標', 20,
|
||||
'可用率 <95%', '可用率 95%-96.9%', '可用率 97%-98.4%', '可用率 98.5%-99.4%', '可用率 ≥99.5%'),
|
||||
|
||||
-- 學習成長類
|
||||
('LRN001', '專業證照取得', 'learning', '取得專業認證', 15,
|
||||
'未取得', '考試中', '取得 1 張', '取得 2 張', '取得 ≥3 張'),
|
||||
('LRN002', '內部訓練時數', 'learning', '參與內部培訓時數', 10,
|
||||
'<10 小時', '10-19 小時', '20-29 小時', '30-39 小時', '≥40 小時'),
|
||||
('LRN003', '知識分享場次', 'learning', '進行內部知識分享', 10,
|
||||
'0 場', '1 場', '2 場', '3 場', '≥4 場');
|
||||
|
||||
-- ============================================
|
||||
-- 5. KPI 預設組合資料
|
||||
-- ============================================
|
||||
INSERT INTO kpi_presets (code, name, description, applicable_roles) VALUES
|
||||
('PRESET_ENG', '工程師標準組合', '適用於研發、品保工程師', ARRAY['employee']),
|
||||
('PRESET_SALES', '業務人員標準組合', '適用於業務專員', ARRAY['employee']),
|
||||
('PRESET_MGR', '主管標準組合', '適用於部門主管', ARRAY['manager']);
|
||||
|
||||
-- ============================================
|
||||
-- 6. KPI 預設項目資料
|
||||
-- ============================================
|
||||
-- 工程師組合
|
||||
INSERT INTO kpi_preset_items (preset_id, template_id, default_weight, is_mandatory, sort_order) VALUES
|
||||
(1, 7, 30, TRUE, 1), -- 專案準時完成率
|
||||
(1, 9, 25, TRUE, 2), -- 系統穩定度
|
||||
(1, 8, 15, FALSE, 3), -- 流程改善提案
|
||||
(1, 10, 15, FALSE, 4), -- 專業證照取得
|
||||
(1, 12, 15, FALSE, 5); -- 知識分享場次
|
||||
|
||||
-- 業務人員組合
|
||||
INSERT INTO kpi_preset_items (preset_id, template_id, default_weight, is_mandatory, sort_order) VALUES
|
||||
(2, 2, 40, TRUE, 1), -- 營收達成率
|
||||
(2, 6, 25, TRUE, 2), -- 新客戶開發數
|
||||
(2, 4, 20, FALSE, 3), -- 客戶滿意度
|
||||
(2, 11, 15, FALSE, 4); -- 內部訓練時數
|
||||
|
||||
-- 主管組合
|
||||
INSERT INTO kpi_preset_items (preset_id, template_id, default_weight, is_mandatory, sort_order) VALUES
|
||||
(3, 2, 30, TRUE, 1), -- 營收達成率
|
||||
(3, 7, 25, TRUE, 2), -- 專案準時完成率
|
||||
(3, 4, 20, FALSE, 3), -- 客戶滿意度
|
||||
(3, 8, 15, FALSE, 4), -- 流程改善提案
|
||||
(3, 12, 10, FALSE, 5); -- 知識分享場次
|
||||
|
||||
-- ============================================
|
||||
-- 7. 通知偏好預設資料
|
||||
-- ============================================
|
||||
INSERT INTO notification_preferences (employee_id, email_enabled, in_app_enabled, reminder_days_before)
|
||||
SELECT id, TRUE, TRUE, 3 FROM employees;
|
||||
Reference in New Issue
Block a user