#!/usr/bin/env python3 """Generate the delivery-department operating model, data dictionaries and review artifacts.""" from __future__ import annotations import csv import html import json import subprocess import sys from pathlib import Path from docx import Document from docx.enum.section import WD_SECTION from docx.enum.table import WD_CELL_VERTICAL_ALIGNMENT, WD_TABLE_ALIGNMENT from docx.enum.text import WD_ALIGN_PARAGRAPH from docx.oxml import OxmlElement from docx.oxml.ns import qn from docx.shared import Cm, Pt, RGBColor ROOT = Path(__file__).resolve().parent STARTER = ROOT / "tmp" / "delivery-operating-system-starter.docx" FINAL_DOCX = ROOT / "交付实施部经营与项目管控体系_V1.0.docx" ONLINE_META = ROOT / "wecom-workbook-metadata.json" PROJECT_ROOT = ROOT.parents[1] KANGBITE_TEMPLATE = PROJECT_ROOT / "standards-stack" / "agent-skills" / "skills" / "kangbite-word-template" / "assets" / "kangbite-digital-sports-word-template.docx" PREPARE_TEMPLATE = PROJECT_ROOT / "standards-stack" / "agent-skills" / "skills" / "kangbite-word-template" / "scripts" / "prepare_working_copy.py" def f(name, kind, definition, owner, timing, required="是", trigger="", source="人工填报", quality="非空且可追溯", dashboard="否"): return { "name": name, "type": kind, "definition": definition, "owner": owner, "timing": timing, "required": required, "trigger": trigger or timing, "source": source, "quality": quality, "dashboard": dashboard, } SHEETS = [ { "title": "00-使用说明", "object": "管理规则", "purpose": "说明唯一事实源、角色边界、更新节奏和人工门禁。", "fields": [ f("规则ID", "FIELD_TYPE_TEXT", "规则唯一编号", "PMO", "规则发布时", source="PMO规则库"), f("主题", "FIELD_TYPE_TEXT", "规则所属主题", "PMO", "规则发布时"), f("规则内容", "FIELD_TYPE_TEXT", "必须执行的具体规则", "PMO", "规则发布或变更时"), f("主责角色", "FIELD_TYPE_TEXT", "负责执行或维护该规则的角色", "部门负责人", "规则发布时"), f("执行频率", "FIELD_TYPE_TEXT", "每日、每周、事件触发或月度", "PMO", "规则发布时"), f("完成门禁", "FIELD_TYPE_TEXT", "什么条件下才可视为执行完成", "PMO", "规则发布时"), f("证据要求", "FIELD_TYPE_TEXT", "必须保留的链接、截图、验收或记录", "PMO", "规则发布时"), ], }, { "title": "01-领导指标字典", "object": "经营指标", "purpose": "定义领导大屏上的指标、来源、口径和触发动作，不直接重复填报经营数据。", "fields": [ f("指标ID", "FIELD_TYPE_TEXT", "指标唯一编号", "PMO", "指标建立时", source="指标字典"), f("指标名称", "FIELD_TYPE_TEXT", "领导大屏展示名称", "部门负责人", "指标建立或调整时"), f("指标维度", "FIELD_TYPE_SINGLE_SELECT", "兑现、进度、风险、质量、成本、容量或复用", "PMO", "指标建立时"), f("领导问题", "FIELD_TYPE_TEXT", "该指标帮助领导回答的问题", "部门负责人", "指标建立时"), f("指标定义", "FIELD_TYPE_TEXT", "业务口径和统计边界", "PMO", "指标建立时"), f("计算公式", "FIELD_TYPE_TEXT", "由底层字段计算的公式", "PMO", "指标建立或调整时"), f("来源子表", "FIELD_TYPE_TEXT", "数据来源表", "PMO", "指标建立时"), f("来源字段", "FIELD_TYPE_TEXT", "用于计算的字段", "PMO", "指标建立时"), f("口径责任人", "FIELD_TYPE_TEXT", "对指标解释和质量负责的角色", "部门负责人", "指标建立时"), f("刷新频率", "FIELD_TYPE_TEXT", "大屏刷新节奏", "PMO", "指标建立时"), f("展示形式", "FIELD_TYPE_TEXT", "指标卡、趋势、矩阵、清单或热力图", "PMO", "大屏设计时"), f("红灯规则", "FIELD_TYPE_TEXT", "触发红色预警的规则", "部门负责人", "试运行基线确认后", required="否"), f("黄灯规则", "FIELD_TYPE_TEXT", "触发黄色预警的规则", "部门负责人", "试运行基线确认后", required="否"), f("触发动作", "FIELD_TYPE_TEXT", "异常后需要谁做什么", "部门负责人", "指标建立时"), f("证据等级", "FIELD_TYPE_SINGLE_SELECT", "A/B/C/D证据等级", "PMO", "指标建立时"), ], }, { "title": "02-项目组合总表", "object": "项目", "purpose": "一项目一行，作为部门项目组合的唯一主数据。", "fields": [ f("项目ID", "FIELD_TYPE_TEXT", "跨表关联的唯一编号", "PMO", "售前转交付通过当天", quality="唯一、不可复用", dashboard="是"), f("项目名称", "FIELD_TYPE_TEXT", "客户可识别的正式项目名称", "项目负责人", "项目建立当天", dashboard="是"), f("客户/单位", "FIELD_TYPE_TEXT", "合同或立项对应客户", "销售负责人", "售前转交付前", dashboard="是"), f("项目类型", "FIELD_TYPE_SINGLE_SELECT", "企业/机关/学校/食安硬件等交付类型", "PMO", "项目建立当天", dashboard="是"), f("产品包", "FIELD_TYPE_SINGLE_SELECT", "对应的标准产品包", "产品负责人", "启动会前", dashboard="是"), f("项目难度", "FIELD_TYPE_SINGLE_SELECT", "S/A/B/C难度，用于资源和绩效校准", "部门负责人", "资源分配前", dashboard="是"), f("来源部门", "FIELD_TYPE_TEXT", "商机或项目来源部门", "销售负责人", "售前转交付前"), f("销售负责人", "FIELD_TYPE_TEXT", "合同、商务承诺和回款主责", "销售负责人", "售前转交付前"), f("交付负责人", "FIELD_TYPE_TEXT", "项目结果单一责任人", "部门负责人", "资源分配时", dashboard="是"), f("技术负责人", "FIELD_TYPE_TEXT", "技术方案和重大技术风险主责", "部门负责人", "启动会前"), f("当前阶段", "FIELD_TYPE_SINGLE_SELECT", "七阶段中的当前阶段", "项目负责人", "阶段变化当天", dashboard="是"), f("项目状态", "FIELD_TYPE_SINGLE_SELECT", "未启动/进行中/待客户/待内部/待验收/已完成/暂停", "项目负责人", "状态变化当天", dashboard="是"), f("健康灯", "FIELD_TYPE_SINGLE_SELECT", "绿/黄/红，按偏差和阻塞判定", "项目负责人", "每天有变化时；周五必更", dashboard="是"), f("合同/立项日期", "FIELD_TYPE_DATE_TIME", "合同生效或内部立项日期", "销售负责人", "售前转交付前"), f("计划上线日", "FIELD_TYPE_DATE_TIME", "经启动会确认的基准上线日期", "项目负责人", "启动会后1个工作日", dashboard="是"), f("预测上线日", "FIELD_TYPE_DATE_TIME", "基于当前事实滚动预测的上线日期", "项目负责人", "每周一；发生偏差当天", dashboard="是"), f("实际上线日", "FIELD_TYPE_DATE_TIME", "生产上线完成日期", "项目负责人", "上线当天", required="否", quality="必须有上线证据", dashboard="是"), f("计划验收日", "FIELD_TYPE_DATE_TIME", "经确认的基准验收日期", "项目负责人", "启动会后1个工作日", dashboard="是"), f("预测验收日", "FIELD_TYPE_DATE_TIME", "滚动预测的验收日期", "项目负责人", "每周一；发生偏差当天", dashboard="是"), f("实际验收日", "FIELD_TYPE_DATE_TIME", "验收文件生效日期", "项目负责人", "验收当天", required="否", quality="必须关联验收证据", dashboard="是"), f("当前进度", "FIELD_TYPE_PROGRESS", "按完成里程碑权重计算的进度，不允许拍脑袋", "PMO", "每日自动汇总；周五复核", source="03-里程碑任务", dashboard="是"), f("范围基线版本", "FIELD_TYPE_TEXT", "当前有效交付范围版本号", "项目负责人", "启动会后；变更批准后"), f("验收标准摘要", "FIELD_TYPE_TEXT", "客户认可的核心验收条件", "项目负责人", "启动会后1个工作日"), f("预算人天", "FIELD_TYPE_NUMBER", "批准的交付预算人天", "部门负责人", "资源分配时", dashboard="是"), f("实际人天", "FIELD_TYPE_NUMBER", "已发生交付人天合计", "PMO", "每周五汇总", source="03-里程碑任务", dashboard="是"), f("定制化比例", "FIELD_TYPE_PERCENTAGE", "定制工作量占总交付工作量比例", "产品负责人", "范围冻结后；变更后", dashboard="是"), f("下一里程碑", "FIELD_TYPE_TEXT", "未来最近一个必须兑现的节点", "项目负责人", "每周一；节点完成后", dashboard="是"), f("下一动作", "FIELD_TYPE_TEXT", "当前最重要的下一步结果", "项目负责人", "每个工作日有变化时", dashboard="是"), f("客户配合项", "FIELD_TYPE_TEXT", "客户需提供的数据、人员、环境或确认", "项目负责人", "识别当天", required="否", dashboard="是"), f("领导决策项", "FIELD_TYPE_TEXT", "需要事业部领导拍板或协调的事项", "部门负责人", "形成红灯或跨部门阻塞当天", required="否", dashboard="是"), f("证据链接", "FIELD_TYPE_URL", "项目计划、验收、截图或文件入口", "项目负责人", "项目建立及关键节点后"), f("最后更新时间", "FIELD_TYPE_DATE_TIME", "项目事实最后刷新时间", "系统/PMO", "每次更新时", source="系统生成", dashboard="是"), ], }, { "title": "03-里程碑任务", "object": "里程碑/任务", "purpose": "承载七阶段任务，确保每个人知道下一步、截止时间和完成标准。", "fields": [ f("任务ID", "FIELD_TYPE_TEXT", "任务唯一编号", "PMO", "任务创建时", quality="唯一"), f("项目ID", "FIELD_TYPE_TEXT", "关联项目", "项目负责人", "任务创建时", dashboard="是"), f("阶段", "FIELD_TYPE_SINGLE_SELECT", "七阶段之一", "项目负责人", "任务创建时", dashboard="是"), f("任务名称", "FIELD_TYPE_TEXT", "动词开头的可交付任务", "项目负责人", "任务创建时", dashboard="是"), f("任务类别", "FIELD_TYPE_SINGLE_SELECT", "计划/软件/数据/接口/硬件/培训/验收/售后", "项目负责人", "任务创建时"), f("任务级别", "FIELD_TYPE_SINGLE_SELECT", "P0/P1/P2/P3", "项目负责人", "任务创建时", dashboard="是"), f("主责人", "FIELD_TYPE_TEXT", "对任务结果负责的唯一人员", "项目负责人", "任务分派时", dashboard="是"), f("协作人", "FIELD_TYPE_TEXT", "提供配合的人员或角色", "项目负责人", "任务分派时", required="否"), f("计划开始", "FIELD_TYPE_DATE_TIME", "任务基准开始日期", "项目负责人", "计划发布时"), f("计划完成", "FIELD_TYPE_DATE_TIME", "任务基准截止日期", "项目负责人", "计划发布时", dashboard="是"), f("预测完成", "FIELD_TYPE_DATE_TIME", "任务当前预测完成日期", "任务主责人", "每周一；发现偏差当天", dashboard="是"), f("实际完成", "FIELD_TYPE_DATE_TIME", "任务通过完成标准的日期", "任务主责人", "完成当天", required="否"), f("状态", "FIELD_TYPE_SINGLE_SELECT", "未开始/进行中/受阻/待确认/已完成/取消", "任务主责人", "每天工作结束前；状态变化立即", dashboard="是"), f("进度", "FIELD_TYPE_PROGRESS", "基于已完成子结果的百分比", "任务主责人", "每天工作结束前", dashboard="是"), f("工作量点数", "FIELD_TYPE_NUMBER", "结合难度、工时和责任的工作量点", "项目负责人", "任务分派时", dashboard="是"), f("预计工时", "FIELD_TYPE_NUMBER", "任务预计投入小时", "任务主责人", "接单当天"), f("实际工时", "FIELD_TYPE_NUMBER", "任务实际投入小时", "任务主责人", "完成当天；周五补齐"), f("交付物", "FIELD_TYPE_TEXT", "任务应产生的文件、配置、系统状态或客户结果", "项目负责人", "任务创建时"), f("完成标准", "FIELD_TYPE_TEXT", "可验证的Done定义", "项目负责人", "任务创建时", quality="无完成标准不得开工"), f("证据链接", "FIELD_TYPE_URL", "截图、日志、文件、验收或系统链接", "任务主责人", "完成当天", quality="无证据不得标完成"), f("阻塞类型", "FIELD_TYPE_SINGLE_SELECT", "客户/内部/技术/设备/数据/资源/决策", "任务主责人", "阻塞识别当天", required="否", dashboard="是"), f("阻塞说明", "FIELD_TYPE_TEXT", "阻塞事实、影响和已采取动作", "任务主责人", "阻塞识别当天", required="否", dashboard="是"), f("下一动作", "FIELD_TYPE_TEXT", "解除阻塞或推进任务的下一步", "任务主责人", "每天工作结束前", dashboard="是"), f("客户配合", "FIELD_TYPE_TEXT", "客户需完成的动作及期限", "项目负责人", "识别当天", required="否"), f("最后更新时间", "FIELD_TYPE_DATE_TIME", "任务最后更新时间", "系统/PMO", "每次更新时", source="系统生成"), ], }, { "title": "04-风险问题变更", "object": "风险/问题/变更/决策", "purpose": "统一管理不确定性、已发生问题、范围变更和待决策事项。", "fields": [ f("记录ID", "FIELD_TYPE_TEXT", "事项唯一编号", "PMO", "事项登记时", quality="唯一"), f("项目ID", "FIELD_TYPE_TEXT", "关联项目", "登记人", "事项登记时", dashboard="是"), f("类型", "FIELD_TYPE_SINGLE_SELECT", "风险/问题/变更/决策", "登记人", "事项登记时", dashboard="是"), f("标题", "FIELD_TYPE_TEXT", "一句话描述事实", "登记人", "事项登记时", dashboard="是"), f("严重度", "FIELD_TYPE_SINGLE_SELECT", "重大/高/中/低", "项目负责人", "登记当天", dashboard="是"), f("健康灯", "FIELD_TYPE_SINGLE_SELECT", "绿/黄/红", "项目负责人", "登记当天；变化时", dashboard="是"), f("发现日期", "FIELD_TYPE_DATE_TIME", "首次识别日期", "登记人", "发现当天"), f("影响范围", "FIELD_TYPE_TEXT", "进度、质量、范围、成本、客户或回款影响", "项目负责人", "登记当天", dashboard="是"), f("进度影响天数", "FIELD_TYPE_NUMBER", "预计造成的工期偏差", "项目负责人", "评估后1个工作日", required="否", dashboard="是"), f("成本影响人天", "FIELD_TYPE_NUMBER", "预计新增交付人天", "项目负责人", "评估后1个工作日", required="否", dashboard="是"), f("主责人", "FIELD_TYPE_TEXT", "关闭该事项的唯一责任人", "项目负责人", "登记当天", dashboard="是"), f("协同角色", "FIELD_TYPE_TEXT", "需要配合的部门或角色", "项目负责人", "登记当天", required="否"), f("计划关闭", "FIELD_TYPE_DATE_TIME", "预计关闭日期", "主责人", "接单当天", dashboard="是"), f("状态", "FIELD_TYPE_SINGLE_SELECT", "已识别/处理中/待决策/待客户/已关闭/接受", "主责人", "状态变化当天", dashboard="是"), f("处理方案", "FIELD_TYPE_TEXT", "规避、缓解、转移、接受或纠正方案", "主责人", "登记后1个工作日"), f("领导决策项", "FIELD_TYPE_TEXT", "需要领导选择的选项及建议", "部门负责人", "需要决策当天", required="否", dashboard="是"), f("决策截止", "FIELD_TYPE_DATE_TIME", "最晚决策时间", "部门负责人", "提交决策时", required="否", dashboard="是"), f("变更前基线", "FIELD_TYPE_TEXT", "原范围、时间或成本基线", "项目负责人", "变更申请时", required="否"), f("变更后基线", "FIELD_TYPE_TEXT", "批准后的新基线", "项目负责人", "变更批准当天", required="否"), f("客户确认状态", "FIELD_TYPE_SINGLE_SELECT", "不涉及/待确认/已确认/已拒绝", "项目负责人", "客户确认当天"), f("关闭证据", "FIELD_TYPE_URL", "决定、邮件、验收、截图或修复证据", "主责人", "关闭当天", required="否", quality="无证据不得关闭"), f("来源", "FIELD_TYPE_TEXT", "会议、客户、任务、日志或巡检来源", "登记人", "事项登记时"), f("最后更新时间", "FIELD_TYPE_DATE_TIME", "事项最后更新时间", "系统/PMO", "每次更新时", source="系统生成"), ], }, { "title": "05-人员容量", "object": "人员/周容量", "purpose": "按周管理人员负荷、能力标签和可接单容量，支持自动派单。", "fields": [ f("人员", "FIELD_TYPE_TEXT", "交付人员姓名", "部门负责人", "人员加入或变化时", dashboard="是"), f("周起始日", "FIELD_TYPE_DATE_TIME", "容量统计周周一", "PMO", "每周五建立下周记录", dashboard="是"), f("主角色", "FIELD_TYPE_SINGLE_SELECT", "项目负责人/实施/技术/售后/PMO", "部门负责人", "人员加入或角色变化时"), f("能力标签", "FIELD_TYPE_SELECT", "软件、数据、接口、硬件、培训、验收等", "部门负责人", "月度能力盘点时", dashboard="是"), f("标准工时", "FIELD_TYPE_NUMBER", "本周可用于工作的标准小时", "PMO", "每周五"), f("可用工时", "FIELD_TYPE_NUMBER", "扣除假期和固定事务后的可用小时", "人员本人", "每周五；请假变化时", dashboard="是"), f("已承诺工时", "FIELD_TYPE_NUMBER", "已分配任务预计工时合计", "PMO", "每日自动汇总；周一锁定", source="03-里程碑任务", dashboard="是"), f("负荷率", "FIELD_TYPE_PERCENTAGE", "已承诺工时/可用工时", "系统/PMO", "每日自动计算", source="系统计算", dashboard="是"), f("在手项目数", "FIELD_TYPE_NUMBER", "本周参与的有效项目数", "系统/PMO", "每日自动计算", source="02-项目组合总表", dashboard="是"), f("P0/P1任务数", "FIELD_TYPE_NUMBER", "未完成高优任务数量", "系统/PMO", "每日自动计算", source="03-里程碑任务", dashboard="是"), f("可接新任务点数", "FIELD_TYPE_NUMBER", "按容量和技能估算的剩余工作量点", "PMO", "每日自动计算", dashboard="是"), f("容量风险", "FIELD_TYPE_SINGLE_SELECT", "正常/偏高/超载/不可用", "PMO", "每日自动计算；人工复核", dashboard="是"), f("管理动作", "FIELD_TYPE_TEXT", "调配、延期、拆分、增援或停止接单", "部门负责人", "发现容量风险当天", required="否", dashboard="是"), f("证据/说明", "FIELD_TYPE_TEXT", "请假、驻场、专项任务或能力限制说明", "人员本人", "发生变化当天", required="否"), f("最后更新时间", "FIELD_TYPE_DATE_TIME", "容量最后更新时间", "系统/PMO", "每次更新时", source="系统生成"), ], }, { "title": "06-验收回款", "object": "验收/回款条件", "purpose": "管理上线后的验收闭环和回款条件，区分交付责任与财务责任。", "fields": [ f("验收记录ID", "FIELD_TYPE_TEXT", "验收节点唯一编号", "PMO", "验收计划建立时"), f("项目ID", "FIELD_TYPE_TEXT", "关联项目", "项目负责人", "验收计划建立时", dashboard="是"), f("验收类型", "FIELD_TYPE_SINGLE_SELECT", "阶段/上线/初验/终验", "项目负责人", "验收计划建立时"), f("验收范围", "FIELD_TYPE_TEXT", "本次验收覆盖的系统、设备和服务", "项目负责人", "验收计划建立时"), f("计划验收", "FIELD_TYPE_DATE_TIME", "基准验收日期", "项目负责人", "启动会或变更批准后", dashboard="是"), f("预测验收", "FIELD_TYPE_DATE_TIME", "当前预计验收日期", "项目负责人", "每周一；偏差当天", dashboard="是"), f("实际验收", "FIELD_TYPE_DATE_TIME", "客户签署或系统确认日期", "项目负责人", "验收当天", required="否", dashboard="是"), f("验收状态", "FIELD_TYPE_SINGLE_SELECT", "未准备/准备中/已就绪/待客户/已验收/驳回", "项目负责人", "状态变化当天", dashboard="是"), f("一次通过", "FIELD_TYPE_CHECKBOX", "首次正式验收是否通过", "项目负责人", "验收当天", required="否", dashboard="是"), f("未完成项", "FIELD_TYPE_TEXT", "影响验收的剩余事项", "项目负责人", "每次验收准备复核时", required="否", dashboard="是"), f("交付负责人", "FIELD_TYPE_TEXT", "达成验收条件的主责人", "部门负责人", "验收计划建立时"), f("客户确认人/角色", "FIELD_TYPE_TEXT", "客户侧确认角色，不记录敏感个人信息", "项目负责人", "验收前"), f("验收证据", "FIELD_TYPE_URL", "验收单、会议纪要或系统证据", "项目负责人", "验收当天", required="否", quality="已验收必须有证据"), f("回款条件状态", "FIELD_TYPE_SINGLE_SELECT", "未满足/部分满足/已满足/不涉及", "销售负责人", "验收节点后1个工作日", dashboard="是"), f("回款触发金额", "FIELD_TYPE_CURRENCY", "该节点可触发的合同金额", "销售/财务", "合同拆解或验收后", required="否", quality="以合同和财务口径为准", dashboard="是"), f("应回日期", "FIELD_TYPE_DATE_TIME", "合同约定应回款日期", "销售/财务", "合同拆解时", required="否", dashboard="是"), f("实际回款金额", "FIELD_TYPE_CURRENCY", "财务确认的实际回款", "财务", "到账后1个工作日", required="否", quality="仅财务确认", dashboard="是"), f("回款确认人", "FIELD_TYPE_TEXT", "确认财务事实的角色", "财务", "到账后1个工作日", required="否"), f("移交状态", "FIELD_TYPE_SINGLE_SELECT", "未移交/移交中/已移交售后", "项目负责人", "验收或运维接管当天", dashboard="是"), f("售后起始日", "FIELD_TYPE_DATE_TIME", "售后责任起始日期", "售后责任人", "移交当天", required="否"), f("最后更新时间", "FIELD_TYPE_DATE_TIME", "验收回款记录最后更新时间", "系统/PMO", "每次更新时", source="系统生成"), ], }, { "title": "07-产品复用售后", "object": "产品反馈/售后问题/复用资产", "purpose": "把项目需求和售后问题转化为标准产品、配置能力和可复用交付资产。", "fields": [ f("反馈ID", "FIELD_TYPE_TEXT", "反馈或资产唯一编号", "PMO", "登记时"), f("项目ID", "FIELD_TYPE_TEXT", "来源项目", "登记人", "登记时", dashboard="是"), f("来源类型", "FIELD_TYPE_SINGLE_SELECT", "需求/缺陷/售后/复盘/客户建议", "登记人", "登记时"), f("需求/问题", "FIELD_TYPE_TEXT", "真实问题或共性需求", "登记人", "发现当天", dashboard="是"), f("使用场景", "FIELD_TYPE_TEXT", "谁在什么场景遇到什么问题", "登记人", "登记当天"), f("分类", "FIELD_TYPE_SINGLE_SELECT", "标准/配置/定制/拒绝/缺陷", "产品负责人", "评审后1个工作日", dashboard="是"), f("发生次数", "FIELD_TYPE_NUMBER", "跨项目或重复发生次数", "PMO", "发现重复时", dashboard="是"), f("影响等级", "FIELD_TYPE_SINGLE_SELECT", "高/中/低", "产品负责人", "评审时", dashboard="是"), f("临时方案", "FIELD_TYPE_TEXT", "当前项目如何解决", "项目负责人", "处理当天", required="否"), f("产品负责人", "FIELD_TYPE_TEXT", "产品判断和长期方案主责", "产品部门负责人", "评审分派时"), f("处理结论", "FIELD_TYPE_TEXT", "产品化、配置化、一次性处理或拒绝原因", "产品负责人", "评审完成时", dashboard="是"), f("计划版本", "FIELD_TYPE_TEXT", "如进入产品，预计版本或时间", "产品负责人", "排期确认时", required="否"), f("标准资产类型", "FIELD_TYPE_SINGLE_SELECT", "模板/配置/接口/脚本/手册/视频/检查表/案例", "项目负责人", "复盘时", required="否", dashboard="是"), f("资产链接", "FIELD_TYPE_URL", "已沉淀资产入口", "项目负责人", "资产完成当天", required="否", dashboard="是"), f("售后SLA", "FIELD_TYPE_TEXT", "响应和解决时限", "售后责任人", "售后问题登记时", required="否"), f("状态", "FIELD_TYPE_SINGLE_SELECT", "待评审/处理中/待版本/已关闭/不处理", "产品/售后负责人", "状态变化当天", dashboard="是"), f("是否复发", "FIELD_TYPE_CHECKBOX", "关闭后是否再次发生", "售后责任人", "复发当天", dashboard="是"), f("复盘日期", "FIELD_TYPE_DATE_TIME", "完成复盘的日期", "项目负责人", "项目关闭后5个工作日内", required="否"), f("证据", "FIELD_TYPE_URL", "工单、截图、版本或资产证据", "登记人", "关闭或沉淀时", required="否"), f("最后更新时间", "FIELD_TYPE_DATE_TIME", "记录最后更新时间", "系统/PMO", "每次更新时", source="系统生成"), ], }, ] FIELD_MATRIX_FIELDS = [ f("子表", "FIELD_TYPE_TEXT", "字段所在子表", "PMO", "模型发布时"), f("管理对象", "FIELD_TYPE_TEXT", "项目、任务、风险、容量等对象", "PMO", "模型发布时"), f("字段", "FIELD_TYPE_TEXT", "字段名称", "PMO", "模型发布时"), f("字段类型", "FIELD_TYPE_TEXT", "企微智能表格字段类型", "PMO", "模型发布时"), f("定义", "FIELD_TYPE_TEXT", "字段业务定义", "PMO", "模型发布时"), f("填写责任人", "FIELD_TYPE_TEXT", "对字段真实性负责的角色", "部门负责人", "模型发布时"), f("填写时间", "FIELD_TYPE_TEXT", "固定节奏或事件触发点", "PMO", "模型发布时"), f("必填", "FIELD_TYPE_SINGLE_SELECT", "是否必填", "PMO", "模型发布时"), f("更新触发", "FIELD_TYPE_TEXT", "什么情况必须更新", "PMO", "模型发布时"), f("数据来源", "FIELD_TYPE_TEXT", "人工、系统或其他子表", "PMO", "模型发布时"), f("质量规则", "FIELD_TYPE_TEXT", "字段质量门禁", "PMO", "模型发布时"), f("领导大屏", "FIELD_TYPE_SINGLE_SELECT", "是否进入领导大屏或其计算", "PMO", "模型发布时"), ] STATE_FIELDS = [ f("字典类型", "FIELD_TYPE_TEXT", "阶段、状态、分类或健康灯", "PMO", "字典建立时"), f("编码", "FIELD_TYPE_TEXT", "稳定编码", "PMO", "字典建立时"), f("名称", "FIELD_TYPE_TEXT", "界面展示名称", "PMO", "字典建立时"), f("定义", "FIELD_TYPE_TEXT", "何时使用该值", "PMO", "字典建立时"), f("进入条件", "FIELD_TYPE_TEXT", "进入该状态的前提", "PMO", "字典建立时"), f("退出条件", "FIELD_TYPE_TEXT", "退出该状态的完成门禁", "PMO", "字典建立时"), f("责任角色", "FIELD_TYPE_TEXT", "确认状态的角色", "部门负责人", "字典建立时"), f("大屏颜色", "FIELD_TYPE_TEXT", "建议显示颜色", "PMO", "大屏设计时"), ] SHEETS.extend([ {"title": "08-字段责任矩阵", "object": "字段治理", "purpose": "逐字段说明谁填、何时填、从哪里来以及质量门禁。", "fields": FIELD_MATRIX_FIELDS}, {"title": "09-状态字典", "object": "状态治理", "purpose": "统一阶段、状态、健康灯和需求分类口径。", "fields": STATE_FIELDS}, ]) USAGE_RULES = [ ["RULE-01", "唯一事实源", "同一项目事实只在对应主表维护一次；周报、大屏和个人视图均从主表聚合。", "PMO", "持续", "禁止重复抄表", "项目ID和来源链接"], ["RULE-02", "项目建立", "售前转交付通过后由PMO创建项目ID，未完成范围、时间、验收和责任确认不得进入正式执行。", "PMO/项目负责人", "事件触发", "启动门禁通过", "启动会纪要/交付启动书"], ["RULE-03", "任务契约", "每项任务必须有主责人、截止时间、交付物、完成标准和证据要求。", "项目负责人", "任务创建时", "五要素齐全", "任务记录"], ["RULE-04", "每日更新", "任务主责人在工作结束前更新状态、进度、下一动作；发生阻塞时立即更新。", "任务主责人", "每日/事件触发", "状态与事实一致", "证据链接"], ["RULE-05", "周预测", "项目负责人每周一更新预测上线、预测验收、下一里程碑和健康灯。", "项目负责人", "每周一", "预测可解释", "项目总表"], ["RULE-06", "周收口", "PMO每周五复核进度、人天、容量、风险和数据完整性，生成领导周看板。", "PMO", "每周五", "数据质量检查通过", "领导驾驶舱"], ["RULE-07", "红灯升级", "红灯项目、重大问题和跨部门阻塞当天升级；必须写清影响、方案、决策人和截止时间。", "部门负责人", "事件触发", "形成可决策材料", "风险问题变更表"], ["RULE-08", "变更控制", "范围、上线日期、验收日期和预算人天变化必须形成变更记录，批准后才能修改项目基线。", "项目负责人", "事件触发", "变更前后基线和确认齐全", "变更记录/客户确认"], ["RULE-09", "完成证据", "没有链接、截图、验收、日志或系统状态等证据的任务不得标记为已完成。", "任务主责人", "任务完成时", "证据可回读", "证据链接"], ["RULE-10", "验收回款边界", "交付负责达成验收条件；销售负责商务与催收；财务负责到账事实。", "交付/销售/财务", "验收与回款事件", "责任不混淆", "验收与财务证据"], ["RULE-11", "产品复用", "项目结束后5个工作日内完成复盘，将需求判定为标准、配置、定制、拒绝或缺陷。", "项目负责人/产品负责人", "项目关闭后", "至少形成结论或资产", "复盘与资产链接"], ["RULE-12", "Agent边界", "Agent可整理、计算、提醒和生成周报；合同、金额、客户验收、生产上线、设备和支付相关动作必须人工确认。", "部门负责人", "持续", "人工门禁保留", "操作日志"], ] METRICS = [ ["KPI-01", "本月计划验收项目数", "兑现", "本月需要兑现多少项目", "计划验收日在本月且未取消的项目数", "COUNT(计划验收日在本月)", "06-验收回款", "计划验收,验收状态", "PMO", "每日；周五锁定", "指标卡", "—", "—", "校准本月资源和客户沟通", "B"], ["KPI-02", "本月预计按期验收项目数", "兑现", "本月承诺能兑现多少", "预测验收不晚于计划验收且本月计划验收的项目数", "COUNT(预测验收<=计划验收)", "06-验收回款", "计划验收,预测验收", "项目负责人/PMO", "每日", "指标卡", "逾期项目进入红灯", "存在偏差进入黄灯", "逐项目制定追回计划", "B"], ["KPI-03", "验收准时预测率", "进度", "交付是否可预测", "预计按期验收项目数/本月计划验收项目数", "KPI-02/KPI-01", "06-验收回款", "计划验收,预测验收", "PMO", "每日", "仪表/趋势", "试运行后定阈值", "试运行后定阈值", "调整优先级和资源", "B"], ["KPI-04", "本月实际验收项目数", "兑现", "已经真正完成多少", "实际验收日在本月且有验收证据的项目数", "COUNT(实际验收日在本月 AND 验收证据非空)", "06-验收回款", "实际验收,验收证据", "项目负责人/PMO", "每日", "指标卡", "—", "—", "核对计划差距", "A/B"], ["KPI-05", "回款条件达成金额", "经营", "交付为回款创造了多少条件", "回款条件状态为已满足的触发金额合计", "SUM(回款触发金额 WHERE 状态=已满足)", "06-验收回款", "回款条件状态,回款触发金额", "销售/财务", "每日", "指标卡", "金额不一致立即红灯", "资料不齐黄灯", "销售和财务确认", "A"], ["KPI-06", "红色项目数", "风险", "当前最危险的项目有多少", "项目健康灯为红的在手项目数", "COUNT(健康灯=红)", "02-项目组合总表", "健康灯,项目状态", "部门负责人", "实时", "指标卡+清单", "红色项目即触发", "—", "当天形成领导决策项", "B"], ["KPI-07", "逾期关键里程碑数", "进度", "哪些关键节点已经失守", "P0/P1且计划完成已过、未完成的任务数", "COUNT(P0/P1 AND 计划完成1 OR 是否复发=true)", "07-产品复用售后", "发生次数,是否复发,状态", "产品/售后负责人", "周度", "问题Top榜", "重大问题复发", "一般问题重复", "形成产品或标准资产", "B"], ] STATES = [ ["项目阶段", "S1", "项目准备", "完成售前转交付与项目启动", "合同/立项及负责人已明确", "范围、时间、验收、责任基线完成", "项目负责人", "蓝"], ["项目阶段", "S2", "方案与部署准备", "完成技术方案、环境和资源准备", "启动门禁通过", "部署条件和方案评审通过", "技术负责人", "蓝"], ["项目阶段", "S3", "数据与接口准备", "完成人员、账户、组织、接口等准备", "数据模板和接口清单确定", "数据校验与接口准备完成", "项目负责人", "蓝"], ["项目阶段", "S4", "设备安装联调", "完成设备到货、安装和通讯联调", "设备清单和现场条件确认", "设备联调证据完成", "实施/技术负责人", "蓝"], ["项目阶段", "S5", "系统联调与培训", "完成端到端测试、培训和上线准备", "软件、数据、接口、设备可用", "上线检查表通过", "项目负责人", "蓝"], ["项目阶段", "S6", "上线试运行", "真实场景运行并关闭上线问题", "上线审批和回退方案确认", "试运行门禁通过", "项目负责人", "橙"], ["项目阶段", "S7", "验收与移交", "完成验收、资料和售后移交", "验收条件就绪", "验收证据和移交记录齐全", "项目负责人", "绿"], ["健康灯", "G", "绿", "按计划推进，无重大阻塞", "预测日期不晚于基线", "出现偏差或风险则转黄/红", "项目负责人", "绿"], ["健康灯", "Y", "黄", "已出现偏差但有明确追回方案", "存在可控偏差", "偏差解除转绿；失控转红", "项目负责人", "黄"], ["健康灯", "R", "红", "里程碑、客户、质量、范围或资源已严重影响兑现", "重大阻塞或关键节点失守", "领导决策和关闭证据完成", "部门负责人", "红"], ["任务状态", "T0", "未开始", "尚未开始执行", "任务契约齐全", "开始工作转进行中", "任务主责人", "灰"], ["任务状态", "T1", "进行中", "任务正在执行", "已开始且无不可控阻塞", "完成、受阻或待确认", "任务主责人", "蓝"], ["任务状态", "T2", "受阻", "无法继续，需要外部动作", "阻塞说明和下一动作已填", "阻塞解除", "任务主责人", "红"], ["任务状态", "T3", "待确认", "交付物已提交，等待确认", "证据和完成标准已满足", "确认后完成或退回", "项目负责人", "黄"], ["任务状态", "T4", "已完成", "完成标准已验证", "实际完成日和证据非空", "无需退出；变更需重开", "项目负责人", "绿"], ["反馈分类", "P1", "标准", "标准产品直接支持", "无需定制开发", "纳入复用统计", "产品负责人", "绿"], ["反馈分类", "P2", "配置", "通过参数和配置满足", "无需改核心代码", "沉淀配置模板", "产品负责人", "蓝"], ["反馈分类", "P3", "定制", "仅针对特定客户开发", "完成商业与变更审批", "交付后评估是否产品化", "产品负责人", "橙"], ["反馈分类", "P4", "拒绝", "不符合产品或合同边界", "给出拒绝理由和替代方案", "客户/销售确认", "产品负责人", "灰"], ["反馈分类", "P5", "缺陷", "标准能力未按设计工作", "复现和影响确认", "修复验证并关闭", "技术/产品负责人", "红"], ] ROLE_ROWS = [ ["部门负责人", "项目组合结果、资源、重大风险和部门经营", "项目优先级、难度、资源分配、红灯升级、绩效校准", "部门准时兑现、成本、质量和复用", "不代替项目负责人逐项填任务"], ["PMO/交付运营", "统一事实源和管理节奏", "项目建档、字段质量、周预测、容量汇总、大屏发布", "数据真实、口径一致、报告准时", "不替业务负责人编造状态"], ["项目负责人", "单项目最终结果", "范围、计划、客户协同、预测、风险、验收和复盘", "按范围、时间、质量、成本交付", "不能把责任拆散给多人"], ["任务主责人/实施工程师", "被分配任务结果", "执行、更新、证据、阻塞、工时和下一动作", "任务按完成标准关闭", "不能只报百分比不留证据"], ["技术负责人", "技术可行性和重大技术风险", "方案、接口、部署、设备、生产门禁、疑难问题", "技术方案可落地且风险提前暴露", "生产和高风险动作必须人审"], ["产品负责人", "标准产品边界和复用", "需求分类、定制判断、版本结论、标准资产", "复用率提升、重复定制下降", "不以单一客户要求替代产品判断"], ["销售负责人", "商务承诺、客户关系和催收", "转交付资料、合同节点、客户商务协调、回款推进", "承诺可交付、回款推进", "不单方面改变交付范围和日期"], ["财务", "金额和到账事实", "回款触发金额、应回日期和实际到账确认", "经营数据准确", "不负责项目交付判断"], ["售后责任人", "上线后的服务闭环", "问题受理、SLA、复发识别和移交反馈", "问题按时关闭、复发下降", "不把产品缺陷长期当人工服务"], ] def matrix_rows(): rows = [] for sheet in SHEETS[:8]: for field in sheet["fields"]: rows.append([ sheet["title"], sheet["object"], field["name"], field["type"], field["definition"], field["owner"], field["timing"], field["required"], field["trigger"], field["source"], field["quality"], field["dashboard"], ]) return rows def write_csv(name, headers, rows): with (ROOT / name).open("w", newline="", encoding="utf-8-sig") as handle: writer = csv.writer(handle) writer.writerow(headers) writer.writerows(rows) def text_value(value): return [{"type": "text", "text": str(value)}] def to_record(fields, row): values = {} for field, value in zip(fields, row): kind = field["type"] if value in (None, ""): continue if kind == "FIELD_TYPE_SINGLE_SELECT": values[field["name"]] = [{"text": str(value)}] elif kind in {"FIELD_TYPE_NUMBER", "FIELD_TYPE_CURRENCY", "FIELD_TYPE_PERCENTAGE", "FIELD_TYPE_PROGRESS"}: values[field["name"]] = float(value) elif kind == "FIELD_TYPE_CHECKBOX": values[field["name"]] = bool(value) elif kind == "FIELD_TYPE_DATE_TIME": values[field["name"]] = str(value) elif kind == "FIELD_TYPE_URL": values[field["name"]] = [{"type": "url", "text": "打开", "link": str(value)}] else: values[field["name"]] = text_value(value) return {"values": values} def build_schema(): field_rows = matrix_rows() schema = {"title": "交付实施部-经营与项目管控体系-Agent模板-20260806", "sheets": []} records_by_title = { "00-使用说明": USAGE_RULES, "01-领导指标字典": METRICS, "08-字段责任矩阵": field_rows, "09-状态字典": STATES, } for sheet in SHEETS: rows = records_by_title.get(sheet["title"], []) schema["sheets"].append({ "title": sheet["title"], "purpose": sheet["purpose"], "fields": [{"field_title": x["name"], "field_type": x["type"]} for x in sheet["fields"]], "records": [to_record(sheet["fields"], row) for row in rows], }) (ROOT / "wecom-workbook-schema.json").write_text(json.dumps(schema, ensure_ascii=False, indent=2), encoding="utf-8") def online_url(): if not ONLINE_META.exists(): return "待企微 Agent 创建" try: return json.loads(ONLINE_META.read_text(encoding="utf-8")).get("url", "待企微 Agent 创建") except Exception: return "待企微 Agent 创建" def build_markdown(): url = online_url() lines = [ "# 交付实施部经营与项目管控体系 V1.0", "", "- 文档状态：内部管理设计稿，可直接进入试运行", "- 适用范围：交付实施部、售前转交付、实施、验收、售后与产品复用", "- 证据边界：本体系是管理设计（D级假设），指标目标值需运行一个月后基于基线确认", f"- 企业微信在线工作簿：{url}", "", "> 部门使命：把销售和售前形成的客户承诺，转化为按范围、按时间、按质量、按成本完成上线、验收和移交的客户结果，并把项目经验沉淀为可复用的产品和交付能力。", "", "## 1. 部门结果与成功标准", "", "交付实施部不是工作量统计部门，而是承诺兑现中心、项目风险控制中心、验收与回款支撑中心、产品验证与复用中心。领导评价部门时，应优先看兑现、进度、质量、范围、成本、容量和复用，不以项目总数、记录数或人员饼图代替结果。", "", "### 1.1 四类部门结果", "", "1. 客户结果：系统和设备可用，客户知道何时完成、需要配合什么，问题有人负责并按时闭环。", "2. 项目结果：范围、里程碑、责任、风险、成本和验收证据可预测、可追溯。", "3. 经营结果：已签项目尽快转化为验收和回款条件，减少延期、返工和无限定制。", "4. 组织结果：每个项目沉淀标准配置、接口、脚本、手册、视频、检查表或产品改进。", "", "### 1.2 成功判断", "", "部门成功意味着：客户知道什么时候能完成；员工知道下一步做什么；领导知道哪些承诺能兑现、哪些需要决策；事业部知道交付成本是否可控、能力是否可复制。目标值不在首版拍脑袋设定，先运行一个月形成基线。", "", "## 2. 角色与责任", "", "| 角色 | 核心定位 | 必须完成的工作 | 对什么结果负责 | 边界 |", "|---|---|---|---|---|", ] for row in ROLE_ROWS: lines.append("| " + " | ".join(row) + " |") lines += [ "", "## 3. 七阶段交付闭环", "", "1. 项目准备：完成售前转交付、项目ID、范围、时间、验收、责任和客户配合基线。", "2. 方案与部署准备：完成技术方案、部署环境、网络、电源和资源确认。", "3. 数据与接口准备：完成人员、组织、账户、余额、菜品、接口和迁移校验。", "4. 设备安装联调：完成到货、安装、网络通讯、设备联动和现场证据。", "5. 系统联调与培训：完成端到端测试、客户培训和上线检查。", "6. 上线试运行：真实业务运行，关闭阻断问题，保留回退和运行证据。", "7. 验收与移交：完成验收、资料、售后移交、回款条件确认和项目复盘。", "", "## 4. 统一在线工作簿", "", "原则：员工只维护底层事实一次；个人视图、周报和领导大屏均从同一工作簿聚合。", "", "| 子表 | 管理对象 | 用途 | 主要填写人 | 填写节奏 |", "|---|---|---|---|---|", ] for sheet in SHEETS: owners = "、".join(dict.fromkeys(x["owner"] for x in sheet["fields"])) timings = "；".join(dict.fromkeys(x["timing"] for x in sheet["fields"])) if len(timings) > 90: timings = timings[:88] + "…" lines.append(f"| {sheet['title']} | {sheet['object']} | {sheet['purpose']} | {owners} | {timings} |") lines += [ "", "## 5. 填报节奏", "", "- 售前转交付当天：PMO建立项目ID；销售补合同/立项、客户、承诺和商务节点；部门负责人分配交付及技术负责人。", "- 启动会后1个工作日：项目负责人冻结范围、计划上线、计划验收、验收标准和客户配合项。", "- 任务创建时：项目负责人补齐主责人、截止时间、交付物、完成标准和证据要求；五项缺一不得开工。", "- 每个工作日结束前：任务主责人更新状态、进度、工时、阻塞和下一动作；红灯或重大阻塞立即升级。", "- 每周一：项目负责人更新预测上线、预测验收、下一里程碑和健康灯。", "- 每周五：PMO复核项目、人天、容量、风险、验收和数据完整性，发布领导周看板。", "- 验收/回款事件后1个工作日：项目负责人更新验收证据，销售和财务分别确认回款条件与到账事实。", "- 项目关闭后5个工作日：项目负责人和产品负责人完成复盘、需求分类和标准资产沉淀。", "", "## 6. 领导大屏", "", "领导首页只展示能够触发决策的数据，不展示没有行动意义的录入条数。", "", "### 6.1 首屏六项", "", "1. 本月计划验收项目数。", "2. 本月预计按期验收项目数和验收准时预测率。", "3. 回款条件达成金额。", "4. 红色项目数和逾期关键里程碑数。", "5. 未来两周超负荷人数。", "6. 标准模块复用率与定制化比例。", "", "### 6.2 主体区域", "", "- 项目健康矩阵：项目、阶段、计划验收、预测验收、偏差、健康灯、下一动作。", "- 领导决策清单：事项、影响、建议方案、决策人、最晚决策时间。", "- 进度与质量：逾期关键里程碑、一次验收通过率、重大未关闭问题。", "- 成本与容量：项目人天偏差、人员负荷热力图、未来两周可接单能力。", "- 产品与复用：标准/配置/定制分布、重复问题Top、标准资产沉淀。", "", "## 7. 数据质量与人工门禁", "", "- 无项目ID不允许跨表流转；无主责人、截止时间、交付物、完成标准和证据要求的任务不得进入执行。", "- 无证据不得标记已完成；已验收必须关联验收证据；金额只以合同和财务确认数据为准。", "- Agent可以整理、汇总、计算、提醒和生成周报；合同承诺、金额、客户验收、生产上线、支付、设备控制和食安相关动作必须人工确认。", "- 大屏每个指标必须能够回钻到项目、任务、风险或验收记录。", "", "## 8. 四周试运行", "", "1. 第1周：选4个在手项目，建立项目主数据、七阶段里程碑和风险台账。", "2. 第2周：启用每日任务更新、周一预测和周五数据复核。", "3. 第3周：启用人员容量、验收回款条件和产品复用分类。", "4. 第4周：用实际数据校准红黄灯、人天偏差、复用率和部门绩效目标。", "", "## 附录", "", "完整逐字段责任矩阵见 `field-responsibility-matrix.csv` 和企微在线工作簿 `08-字段责任矩阵`；领导指标完整口径见 `leadership-dashboard-metrics.csv` 和 `01-领导指标字典`。", ] (ROOT / "delivery-implementation-department-operating-system.md").write_text("\n".join(lines) + "\n", encoding="utf-8") def esc(value): return html.escape(str(value)) def build_html(): url = online_url() field_rows = matrix_rows() kpi_cards = METRICS[:6] role_cards = "".join(f"

{esc(r[0])}

{esc(r[1])}

{esc(r[3])}
" for r in ROLE_ROWS) sheet_rows = "".join(f"{esc(s['title'])}{esc(s['object'])}{esc(s['purpose'])}{len(s['fields'])}" for s in SHEETS) metric_rows = "".join(f"{esc(r[0])}{esc(r[1])}{esc(r[3])}{esc(r[4])}{esc(r[8])}{esc(r[9])}{esc(r[10])}" for r in METRICS) matrix_html = "".join( f"{esc(r[0])}{esc(r[2])}{esc(r[4])}{esc(r[5])}{esc(r[6])}{esc(r[10])}{esc(r[11])}" for r in field_rows ) cards = "".join(f"
{esc(r[2])}—{esc(r[1])}来源：{esc(r[6])}
" for r in kpi_cards) html_doc = f""" 交付实施部经营与项目管控体系 V1.0
DELIVERY OPERATING SYSTEM · V1.0

交付实施部经营与项目管控体系

把销售承诺转化为按范围、按时间、按质量、按成本完成上线、验收和移交的客户结果，并把项目经验沉淀为可复用的产品和交付能力。

打开企业微信在线工作簿

部门真正交付什么

看得清、交得成、收得回、能复用。

客户结果

系统设备可用，时间透明，问题闭环。

项目结果

范围、里程碑、责任、成本和证据可预测。

经营结果

项目转化为验收与回款条件，减少返工。

组织结果

形成标准配置、接口、脚本、手册和产品改进。

角色责任卡

{role_cards}

统一工作簿结构

只填一次：项目、任务、风险、容量、验收和复用是事实对象；周报与大屏从这些对象聚合。
{sheet_rows}
子表对象用途字段数

领导驾驶舱蓝图

交付实施部经营驾驶舱结构演示，不含真实经营数据
周五锁定 · 重大变化实时刷新
{cards}
项目健康矩阵
项目阶段计划验收预测偏差健康灯
从项目组合总表读取七阶段日期天数绿/黄/红
点击后回钻任务与风险————
待领导决策
  1. 只显示明确选项、建议和截止时间
  2. 红灯项目必须关联负责人和处理方案
  3. 会议只讨论需要判断和资源取舍的事项

领导指标口径

{metric_rows}
ID指标领导问题定义责任人刷新展示

逐字段责任矩阵

共 {len(field_rows)} 个业务字段。输入字段名、责任人或子表可筛选。

{matrix_html}
子表字段定义谁填什么时候填质量规则进大屏

执行节奏

每天

任务状态、进度、阻塞、工时和下一动作。

每周一

项目预测上线、预测验收、下一里程碑和健康灯。

每周五

PMO复核人天、容量、风险、验收和大屏。

事件触发

红灯、变更、验收、回款和复盘当天更新。

Agent 与人工门禁

Agent负责整理、汇总、计算、提醒和生成周报；合同、金额、客户验收、生产上线、支付、设备控制和食安相关动作必须由对应责任人确认。无证据不得自动标记完成。

交付实施部经营与项目管控体系 V1.0 · 内部管理设计稿 · 2026-08-06
""" (ROOT / "delivery-department-operating-system.html").write_text(html_doc, encoding="utf-8") def set_cell_shading(cell, fill): tc_pr = cell._tc.get_or_add_tcPr() shd = tc_pr.find(qn("w:shd")) if shd is None: shd = OxmlElement("w:shd") tc_pr.append(shd) shd.set(qn("w:fill"), fill) def set_cell_margins(cell, top=90, start=100, bottom=90, end=100): tc = cell._tc tc_pr = tc.get_or_add_tcPr() tc_mar = tc_pr.first_child_found_in("w:tcMar") if tc_mar is None: tc_mar = OxmlElement("w:tcMar") tc_pr.append(tc_mar) for margin, value in (("top", top), ("start", start), ("bottom", bottom), ("end", end)): node = tc_mar.find(qn(f"w:{margin}")) if node is None: node = OxmlElement(f"w:{margin}") tc_mar.append(node) node.set(qn("w:w"), str(value)) node.set(qn("w:type"), "dxa") def set_repeat_table_header(row): tr_pr = row._tr.get_or_add_trPr() tbl_header = OxmlElement("w:tblHeader") tbl_header.set(qn("w:val"), "true") tr_pr.append(tbl_header) def set_font(run, size=10.5, bold=False, color="243B3D"): run.font.name = "Microsoft YaHei" run._element.get_or_add_rPr().rFonts.set(qn("w:eastAsia"), "Microsoft YaHei") run.font.size = Pt(size) run.bold = bold run.font.color.rgb = RGBColor.from_string(color) def add_table(doc, headers, rows, widths=None, font_size=8.5): table = doc.add_table(rows=1, cols=len(headers)) table.alignment = WD_TABLE_ALIGNMENT.CENTER table.autofit = False hdr = table.rows[0] set_repeat_table_header(hdr) for idx, name in enumerate(headers): cell = hdr.cells[idx] set_cell_shading(cell, "DCEBE8") set_cell_margins(cell) cell.vertical_alignment = WD_CELL_VERTICAL_ALIGNMENT.CENTER p = cell.paragraphs[0] p.alignment = WD_ALIGN_PARAGRAPH.CENTER set_font(p.add_run(str(name)), size=9, bold=True, color="164F50") for row_data in rows: row = table.add_row() for idx, value in enumerate(row_data): cell = row.cells[idx] set_cell_margins(cell) cell.vertical_alignment = WD_CELL_VERTICAL_ALIGNMENT.CENTER p = cell.paragraphs[0] p.paragraph_format.space_after = Pt(0) p.paragraph_format.line_spacing = 1.05 if idx == 0 and len(headers) <= 5: p.alignment = WD_ALIGN_PARAGRAPH.CENTER set_font(p.add_run(str(value)), size=font_size, color="2A3C3E") if widths: for row in table.rows: for idx, width in enumerate(widths): row.cells[idx].width = Cm(width) doc.add_paragraph().paragraph_format.space_after = Pt(2) return table def add_heading(doc, text, level=1): p = doc.add_heading(level=level) p.paragraph_format.space_before = Pt(10 if level == 1 else 6) p.paragraph_format.space_after = Pt(5) run = p.add_run(text) set_font(run, size=16 if level == 1 else 12, bold=True, color="176D69" if level == 1 else "234B4B") return p def add_para(doc, text, bold_lead=None): p = doc.add_paragraph() p.paragraph_format.space_after = Pt(5) p.paragraph_format.line_spacing = 1.25 if bold_lead and text.startswith(bold_lead): set_font(p.add_run(bold_lead), size=10.5, bold=True, color="176D69") set_font(p.add_run(text[len(bold_lead):]), size=10.5) else: set_font(p.add_run(text), size=10.5) return p def add_bullet(doc, text): p = doc.add_paragraph(style="List Paragraph") p_pr = p._p.get_or_add_pPr() num_pr = p_pr.get_or_add_numPr() ilvl = OxmlElement("w:ilvl") ilvl.set(qn("w:val"), "0") num_id = OxmlElement("w:numId") num_id.set(qn("w:val"), "18") num_pr.append(ilvl) num_pr.append(num_id) p.paragraph_format.space_after = Pt(3) set_font(p.add_run(text), size=10.2) def build_docx(): if not STARTER.exists(): STARTER.parent.mkdir(parents=True, exist_ok=True) subprocess.run( [sys.executable, str(PREPARE_TEMPLATE), str(KANGBITE_TEMPLATE), str(STARTER)], check=True, ) doc = Document(STARTER) styles = doc.styles for style_name in ["Normal", "List Paragraph"]: style = styles[style_name] style.font.name = "Microsoft YaHei" style._element.rPr.rFonts.set(qn("w:eastAsia"), "Microsoft YaHei") style.font.size = Pt(10.5) section = doc.sections[0] section.top_margin = Cm(2.54) section.bottom_margin = Cm(2.54) section.left_margin = Cm(3.175) section.right_margin = Cm(3.175) title = doc.paragraphs[0] title.alignment = WD_ALIGN_PARAGRAPH.LEFT title.paragraph_format.space_before = Pt(28) title.paragraph_format.space_after = Pt(8) set_font(title.add_run("交付实施部经营与项目管控体系"), size=24, bold=True, color="164F50") subtitle = doc.add_paragraph() subtitle.paragraph_format.space_after = Pt(18) set_font(subtitle.add_run("统一部门章程 · 字段责任 · 填报节奏 · 领导驾驶舱"), size=12, color="637A7B") meta = doc.add_paragraph() set_font(meta.add_run("版本 V1.0 | 2026-08-06 | 内部管理设计稿 | D级管理假设，目标值待试运行校准"), size=9, color="6B7E7F") callout = doc.add_table(rows=1, cols=1) callout.alignment = WD_TABLE_ALIGNMENT.CENTER cell = callout.cell(0, 0) set_cell_shading(cell, "E8F3F1") set_cell_margins(cell, 180, 180, 180, 180) p = cell.paragraphs[0] set_font(p.add_run("部门使命："), size=11, bold=True, color="176D69") set_font(p.add_run("把销售和售前形成的客户承诺，转化为按范围、按时间、按质量、按成本完成上线、验收和移交的客户结果，并把项目经验沉淀为可复用的产品和交付能力。"), size=11) doc.add_paragraph() add_heading(doc, "一、部门结果与成功标准") add_para(doc, "交付实施部不是工作量统计部门，而是承诺兑现中心、项目风险控制中心、验收与回款支撑中心、产品验证与复用中心。项目总数、工作记录数和人员分布可以作为辅助信息，但不能替代兑现、质量、成本和复用结果。") add_table(doc, ["结果", "部门必须交付的结果", "领导判断问题"], [ ["客户结果", "系统设备可用，时间透明，问题闭环，培训和移交完成", "客户是否能够正常使用并知道何时完成"], ["项目结果", "范围、里程碑、责任、风险、成本和证据可预测", "承诺是否能够按计划兑现"], ["经营结果", "项目转化为验收和回款条件，延期返工和定制受控", "交付是否支持收入和现金回收"], ["组织结果", "形成标准配置、接口、脚本、手册、视频和产品改进", "项目是否让下一次交付更快、更便宜"], ], widths=[2.2, 7.0, 4.1], font_size=9) add_para(doc, "成功定义：客户知道什么时候能完成；员工知道下一步做什么；领导知道哪些承诺能兑现、哪些需要决策；事业部知道交付成本是否可控、能力是否可复制。首版不拍脑袋设定阈值，先运行一个月形成基线。") add_heading(doc, "二、组织角色与责任") add_table(doc, ["角色", "核心定位", "必须完成的工作", "结果责任", "边界"], ROLE_ROWS, widths=[2.1, 2.7, 4.2, 3.0, 2.6], font_size=8.2) add_para(doc, "小团队可以一人兼多角色，但每个项目必须明确交付负责人、任务主责人、技术负责人和客户/商务接口，不能让责任随聊天和会议漂移。") doc.add_section(WD_SECTION.NEW_PAGE) add_heading(doc, "三、七阶段交付闭环") for row in STATES[:7]: add_para(doc, f"{row[1]} {row[2]}：{row[3]}。完成门禁：{row[5]}。", bold_lead=f"{row[1]} {row[2]}：") add_heading(doc, "四、统一在线工作簿") add_para(doc, "员工只维护底层事实一次；个人视图、项目周报和领导驾驶舱均从同一工作簿聚合。在线工作簿入口：" + online_url()) add_table(doc, ["子表", "对象", "用途", "字段数"], [[s["title"], s["object"], s["purpose"], str(len(s["fields"]))] for s in SHEETS], widths=[3.1, 2.4, 7.5, 1.3], font_size=8.8) add_heading(doc, "五、字段由谁填、什么时候填") add_para(doc, "下面给出逐字段责任矩阵。完整可编辑版本同时保存在 CSV 和企微工作簿 08-字段责任矩阵中。") matrix = matrix_rows() compact = [[r[0], r[2], r[5], r[6], r[10], r[11]] for r in matrix] add_table(doc, ["子表", "字段", "填写责任人", "填写时间", "质量规则", "领导大屏"], compact, widths=[2.4, 2.7, 2.4, 3.2, 3.0, 1.2], font_size=7.4) doc.add_section(WD_SECTION.NEW_PAGE) add_heading(doc, "六、领导驾驶舱") add_para(doc, "领导首页只展示能够触发决策的数据。项目总数、人员任务饼图和工作记录数下沉到内部分析，不占据首屏。") add_table(doc, ["ID", "指标", "领导问题", "定义", "责任人", "刷新", "展示"], [[r[0], r[1], r[3], r[4], r[8], r[9], r[10]] for r in METRICS], widths=[1.3, 2.5, 3.0, 4.0, 2.0, 1.5, 1.7], font_size=7.8) add_para(doc, "首屏六项：本月计划验收、本月预计按期验收、验收准时预测率、回款条件达成金额、红色项目数、未来两周超负荷人数。") for item in [ "项目健康矩阵：项目、阶段、计划验收、预测验收、偏差、健康灯、下一动作。", "领导决策清单：事项、影响、建议方案、决策人、最晚决策时间。", "进度与质量：逾期关键里程碑、一次验收通过率、重大未关闭问题。", "成本与容量：项目人天偏差、人员负荷热力图、未来两周可接单能力。", "产品与复用：标准/配置/定制分布、重复问题Top、标准资产沉淀。", ]: add_bullet(doc, item) add_heading(doc, "七、固定填报节奏") add_table(doc, ["时间", "谁填", "必须更新", "完成门禁"], [ ["售前转交付当天", "PMO/销售/部门负责人", "项目ID、客户、负责人、承诺和商务节点", "启动资料齐全"], ["启动会后1个工作日", "项目负责人", "范围、上线、验收、验收标准和客户配合", "基线版本形成"], ["每天工作结束前", "任务主责人", "状态、进度、工时、阻塞和下一动作", "与证据一致"], ["每周一", "项目负责人", "预测上线、预测验收、下一里程碑和健康灯", "预测可解释"], ["每周五", "PMO", "人天、容量、风险、验收和数据完整性", "领导周看板发布"], ["事件后1个工作日", "项目/销售/财务", "验收证据、回款条件和到账事实", "责任口径一致"], ["项目关闭后5个工作日", "项目/产品/售后", "复盘、需求分类、复发和标准资产", "结论或资产有证据"], ], widths=[2.5, 3.2, 5.4, 3.0], font_size=8.5) add_heading(doc, "八、数据质量与人工门禁") for item in [ "无项目ID不允许跨表流转；无主责人、截止时间、交付物、完成标准和证据要求的任务不得进入执行。", "无证据不得标记已完成；已验收必须关联验收证据；金额只以合同和财务确认数据为准。", "Agent可以整理、汇总、计算、提醒和生成周报；合同、金额、客户验收、生产上线、支付、设备控制和食安相关动作必须人工确认。", "大屏每个指标必须能够回钻到项目、任务、风险或验收记录。", ]: add_bullet(doc, item) add_heading(doc, "九、四周试运行") add_table(doc, ["周次", "试运行内容", "通过标准"], [ ["第1周", "选择4个在手项目，建立主数据、七阶段里程碑和风险台账", "项目ID、负责人、计划和风险齐全"], ["第2周", "启用每日任务更新、周一预测和周五复核", "所有在执行任务有下一动作和证据"], ["第3周", "启用人员容量、验收回款条件和产品复用分类", "容量、验收和分类可回读"], ["第4周", "用实际数据校准红黄灯、人天偏差、复用率和绩效目标", "形成管理基线和调整决策"], ], widths=[1.8, 7.5, 5.2], font_size=9) add_para(doc, "本体系在试运行前属于D级管理设计；阈值和绩效权重只有在真实项目基线、财务口径和部门评审完成后才能转为正式制度。") doc.save(FINAL_DOCX) def build_summary(): text = f"""# 交付实施部经营与项目管控体系产出说明 ## 目标 建立一套脱离历史表结构、以部门结果为中心的统一管理底座，明确部门结果、成功标准、角色责任、字段责任、填报节奏和领导驾驶舱。 ## 产出 - 正式 Word：`交付实施部经营与项目管控体系_V1.0.docx` - AI 真源：`delivery-implementation-department-operating-system.md` - 人审页面：`delivery-department-operating-system.html` - 字段责任：`field-responsibility-matrix.csv` - 领导指标：`leadership-dashboard-metrics.csv` - 子表地图：`workbook-sheet-map.csv` - 角色责任：`role-responsibility.csv` - 状态字典：`status-dictionary.csv` - 企微结构：`wecom-workbook-schema.json` - Agent 操作与回读证据：`agent-operation-evidence.md` - 完整验证记录：`validation.md` - 企微在线工作簿：{online_url()} ## 管理边界 - 本体系是D级管理设计，指标目标值需通过四周试运行形成基线后确认。 - 金额由销售和财务确认；交付对验收条件达成负责，不替代财务到账确认。 - Agent可以整理、汇总、计算和提醒；合同、金额、客户验收、生产上线、支付、设备和食安相关动作保留人工门禁。 ## 验收 - 在线工作簿须包含10个子表，并能回读子表、字段和模板记录数。 - 回读已确认：10张子表、178个字段、205条规则/字典记录；6张业务事实表保持0条模板业务记录。 - DOCX须使用康比特数字体育科技模板并完成逐页渲染检查。 - HTML须自包含、可筛选字段矩阵，并清楚标注不含真实经营数据。 """ (ROOT / "summary.md").write_text(text, encoding="utf-8") def main(): field_rows = matrix_rows() write_csv("field-responsibility-matrix.csv", ["子表", "管理对象", "字段", "字段类型", "定义", "填写责任人", "填写时间", "必填", "更新触发", "数据来源", "质量规则", "领导大屏"], field_rows) write_csv("leadership-dashboard-metrics.csv", ["指标ID", "指标名称", "指标维度", "领导问题", "指标定义", "计算公式", "来源子表", "来源字段", "口径责任人", "刷新频率", "展示形式", "红灯规则", "黄灯规则", "触发动作", "证据等级"], METRICS) write_csv("workbook-sheet-map.csv", ["子表", "管理对象", "用途", "字段数"], [[s["title"], s["object"], s["purpose"], len(s["fields"])] for s in SHEETS]) write_csv("role-responsibility.csv", ["角色", "核心定位", "必须完成的工作", "结果责任", "边界"], ROLE_ROWS) write_csv("status-dictionary.csv", ["字典类型", "编码", "名称", "定义", "进入条件", "退出条件", "责任角色", "大屏颜色"], STATES) build_schema() build_markdown() build_html() build_docx() build_summary() if __name__ == "__main__": main()