selfrelease
947642919b
- 租户：远见资本（VC） - 用户 7 个：admin/gp/lead/mgr/founder_a/founder_b/founder_c - 企业 5 家：智链科技/云栈数据/深瞳智能/量子芯微/光合生物 - 覆盖全模型：财务数据/月报/健康度/风险/弱信号/任务/OKR/里程碑/ 协同/决策前哨/助推/重大事项/协议/董事会/BML假设/AAR/团队/人才/审计 - 运行：cd backend && python -m scripts.seed_demo_data - 登录密码均为 demo123456
638 lines
46 KiB
Python
638 lines
46 KiB
Python
"""演示种子数据 — 按 5 个业务场景生成完整示例数据。
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覆盖模型：Tenant / User / Company / MonthlyReport / HealthScore / RiskEvent /
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WeakSignal / Task / OKR / MilestoneTree / SynergyOpportunity / DecisionSentinel /
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NudgeRecord / MajorEvent / InvestmentAgreement / BoardMeeting / FinancialData /
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Hypothesis / AARRecord / TeamMember / TalentProfile / AuditLog。
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运行方式：
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cd backend && python -m scripts.seed_demo_data
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"""
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import asyncio
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import json
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from datetime import datetime, timedelta, timezone
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from sqlalchemy import text
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from sqlalchemy.ext.asyncio import AsyncSession
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from app.core.database import async_session_factory, engine, Base
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from app.core.security import hash_password
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from app.models import (
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AARRecord, AuditLog, BoardMeeting, Company, FinancialData, HealthScore,
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Hypothesis, InvestmentAgreement, MajorEvent, MilestoneTree, MonthlyReport,
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NudgeRecord, OKR, RiskEvent, SynergyOpportunity, Task, TalentProfile,
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TeamMember, Tenant, User, WeakSignal, DecisionSentinel,
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)
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UTC = timezone.utc
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# ─── 固定 ID（方便跨表引用） ──────────────────────────────────────────
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TENANT_ID = "00000000-0000-0000-0000-000000000001"
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ADMIN_ID = "00000000-0000-0000-0000-000000000002"
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GP_ID = "00000000-0000-0000-0000-000000000003"
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LEAD_ID = "00000000-0000-0000-0000-000000000004"
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MGR_ID = "00000000-0000-0000-0000-000000000005"
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FOUNDER_A = "00000000-0000-0000-0000-000000000006"
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FOUNDER_B = "00000000-0000-0000-0000-000000000007"
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FOUNDER_C = "00000000-0000-0000-0000-000000000008"
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COMP_A = "aaaaaaaa-aaaa-aaaa-aaaa-aaaaaaaaaaa1"
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COMP_B = "bbbbbbbb-bbbb-bbbb-bbbb-bbbbbbbbbbb2"
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COMP_C = "cccccccc-cccc-cccc-cccc-ccccccccccc3"
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COMP_D = "dddddddd-dddd-dddd-dddd-ddddddddddd4"
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COMP_E = "eeeeeeee-eeee-eeee-eeee-eeeeeeeeeee5"
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NOW = datetime.now(UTC)
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D = lambda days: NOW - timedelta(days=days) # noqa: E731
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async def seed() -> None:
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"""生成全部演示数据。"""
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async with engine.begin() as conn:
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await conn.run_sync(Base.metadata.drop_all)
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await conn.run_sync(Base.metadata.create_all)
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async with async_session_factory() as db:
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await _seed_tenant_users(db)
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await _seed_companies(db)
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await _seed_financial(db)
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await _seed_reports(db)
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await _seed_health(db)
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await _seed_risks(db)
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await _seed_weak_signals(db)
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await _seed_tasks(db)
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await _seed_okrs(db)
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await _seed_milestones(db)
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await _seed_synergies(db)
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await _seed_sentinels(db)
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await _seed_nudges(db)
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await _seed_events(db)
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await _seed_agreements(db)
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await _seed_boards(db)
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await _seed_hypotheses(db)
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await _seed_aars(db)
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await _seed_team_members(db)
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await _seed_talents(db)
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await _seed_audit_logs(db)
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await db.commit()
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print("✅ 演示数据生成完成")
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print(f" 租户: {TENANT_ID}")
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print(f" 用户: admin/gp/lead/mgr/founder_a/founder_b/founder_c")
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print(f" 企业: 智链科技/云栈数据/深瞳智能/量子芯微/光合生物")
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print(" 登录密码均为: demo123456")
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# ─── 租户 + 用户 ───────────────────────────────────────────────────────
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async def _seed_tenant_users(db: AsyncSession) -> None:
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tenant = Tenant(
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id=TENANT_ID,
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name="远见资本",
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type="vc",
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config_json={"fund_name": "远见三期", "fund_size": "5亿人民币"},
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)
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db.add(tenant)
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users = [
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User(id=ADMIN_ID, tenant_id=TENANT_ID, email="admin@demo.com", password_hash=hash_password("demo123456"), name="系统管理员", role="admin", is_active=True),
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User(id=GP_ID, tenant_id=TENANT_ID, email="gp@demo.com", password_hash=hash_password("demo123456"), name="张远见", role="gp", is_active=True),
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User(id=LEAD_ID, tenant_id=TENANT_ID, email="lead@demo.com", password_hash=hash_password("demo123456"), name="李投后", role="post_invest_lead", is_active=True),
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User(id=MGR_ID, tenant_id=TENANT_ID, email="mgr@demo.com", password_hash=hash_password("demo123456"), name="王经理", role="investor", is_active=True),
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User(id=FOUNDER_A, tenant_id=TENANT_ID, email="founder_a@demo.com", password_hash=hash_password("demo123456"), name="陈智链", role="founder", is_active=True),
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User(id=FOUNDER_B, tenant_id=TENANT_ID, email="founder_b@demo.com", password_hash=hash_password("demo123456"), name="刘云栈", role="founder", is_active=True),
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User(id=FOUNDER_C, tenant_id=TENANT_ID, email="founder_c@demo.com", password_hash=hash_password("demo123456"), name="赵深瞳", role="founder", is_active=True),
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]
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for u in users:
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db.add(u)
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await db.flush()
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print(" ✓ 租户 + 7 用户")
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# ─── 企业 ──────────────────────────────────────────────────────────────
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async def _seed_companies(db: AsyncSession) -> None:
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companies = [
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Company(id=COMP_A, tenant_id=TENANT_ID, name="智链科技有限公司", industry="AI/供应链", stage="b",
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description="利用大模型优化供应链决策，服务制造业客户。",
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founded_at=datetime(2021, 3, 1, tzinfo=UTC), total_funding="1.2亿人民币", website="https://zhilian.example.com"),
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Company(id=COMP_B, tenant_id=TENANT_ID, name="云栈数据科技", industry="AI/数据平台", stage="a",
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description="企业级数据治理与 AI 训练数据管理平台。",
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founded_at=datetime(2022, 1, 1, tzinfo=UTC), total_funding="5000万人民币", website="https://yunzhan.example.com"),
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Company(id=COMP_C, tenant_id=TENANT_ID, name="深瞳智能", industry="AI/计算机视觉", stage="b",
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description="工业质检视觉 AI，服务半导体和新能源行业。",
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founded_at=datetime(2020, 6, 1, tzinfo=UTC), total_funding="2亿人民币", website="https://shentong.example.com"),
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Company(id=COMP_D, tenant_id=TENANT_ID, name="量子芯微电子", industry="芯片/AI算力", stage="seed",
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description="AI 推理芯片设计，边缘端低功耗 NPU。",
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founded_at=datetime(2023, 9, 1, tzinfo=UTC), total_funding="1500万人民币", website="https://quantumchip.example.com"),
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Company(id=COMP_E, tenant_id=TENANT_ID, name="光合生物医疗", industry="AI/医疗", stage="a",
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description="AI 辅助药物发现，聚焦小分子靶点筛选。",
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founded_at=datetime(2022, 9, 1, tzinfo=UTC), total_funding="8000万人民币", website="https://guanghe.example.com"),
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]
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for c in companies:
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db.add(c)
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await db.flush()
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print(" ✓ 5 企业")
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# ─── 财务数据 ──────────────────────────────────────────────────────────
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async def _seed_financial(db: AsyncSession) -> None:
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"""每家企业生成近 3 个月利润表 + 现金流。"""
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for comp_id, revenue, burn, cash in [
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(COMP_A, 800, 350, 4200), # 月营收350万, 消耗120万, 现金4200万
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(COMP_B, 150, 120, 1800),
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(COMP_C, 1200, 480, 6500),
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(COMP_D, 0, 80, 600),
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(COMP_E, 80, 200, 2400),
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]:
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for i in range(3):
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y, m = (NOW.year, NOW.month - i) if NOW.month - i > 0 else (NOW.year - 1, 12 + NOW.month - i)
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db.add(FinancialData(
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company_id=comp_id, period_year=y, period_month=m,
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statement_type="income",
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data_json={"revenue": revenue, "cogs": int(revenue * 0.4), "gross_profit": int(revenue * 0.6), "opex": burn, "net_income": revenue - burn - int(revenue * 0.4)},
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source="monthly_report", credibility_score=85.0 - i * 5,
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))
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db.add(FinancialData(
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company_id=comp_id, period_year=y, period_month=m,
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statement_type="cash_flow",
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data_json={"operating_cf": revenue - burn, "investing_cf": -50, "financing_cf": 0, "net_cf": revenue - burn - 50, "cash_balance": cash - i * burn},
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source="monthly_report", credibility_score=85.0 - i * 5,
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))
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await db.flush()
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print(" ✓ 财务数据 (5 企业 x 3 月)")
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# ─── 月报 ──────────────────────────────────────────────────────────────
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async def _seed_reports(db: AsyncSession) -> None:
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reports = [
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# 智链科技 — 已提交 + AI 解析
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MonthlyReport(company_id=COMP_A, period_year=NOW.year, period_month=NOW.month - 1 if NOW.month > 1 else 12,
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status="ai_parsed", submitted_by=FOUNDER_A, submitted_at=D(10),
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raw_content="本月营收800万，环比增长15%。新签客户3家，流失1家。团队新增5人。AI模型推理成本降低12%。",
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structured_data={"revenue": 800, "mom_growth": 0.15, "new_customers": 3, "churned": 1, "headcount": 45, "ai_cost_reduction": 0.12},
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ai_summary="智链科技本月表现良好，营收增长15%，AI推理成本优化显著。客户净增2家，团队扩张至45人。",
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ai_concerns=[{"level": "medium", "item": "客户流失率环比上升", "detail": "本月流失1家年合同客户"}, {"level": "low", "item": "现金Runway 12个月", "detail": "按当前消耗速度可维持12个月"}]),
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# 云栈数据 — 已提交
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MonthlyReport(company_id=COMP_B, period_year=NOW.year, period_month=NOW.month - 1 if NOW.month > 1 else 12,
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status="ai_parsed", submitted_by=FOUNDER_B, submitted_at=D(8),
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raw_content="本月营收150万，环比持平。完成数据治理平台v2.0发布。新签1家金融客户。",
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structured_data={"revenue": 150, "mom_growth": 0.0, "new_customers": 1, "churned": 0, "headcount": 22},
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ai_summary="云栈数据营收持平，产品迭代正常。金融客户拓展是亮点。",
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ai_concerns=[{"level": "high", "item": "营收增长停滞", "detail": "连续2个月环比0%增长"}, {"level": "medium", "item": "现金Runway 15个月", "detail": "需关注融资节奏"}]),
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# 深瞳智能 — 已提交
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MonthlyReport(company_id=COMP_C, period_year=NOW.year, period_month=NOW.month - 1 if NOW.month > 1 else 12,
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status="reviewed", submitted_by=FOUNDER_C, submitted_at=D(12), reviewed_by=MGR_ID, reviewed_at=D(5),
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raw_content="本月营收1200万，环比增长22%。半导体客户占比提升至60%。新增专利2项。",
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structured_data={"revenue": 1200, "mom_growth": 0.22, "new_customers": 2, "churned": 0, "headcount": 68, "patents": 2},
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ai_summary="深瞳智能强劲增长，半导体行业渗透加深。专利积累构建技术壁垒。",
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ai_concerns=[{"level": "low", "item": "客户集中度风险", "detail": "半导体行业占比60%"}]),
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# 量子芯微 — 草稿
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MonthlyReport(company_id=COMP_D, period_year=NOW.year, period_month=NOW.month - 1 if NOW.month > 1 else 12,
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status="draft", submitted_by=None,
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raw_content="", structured_data=None, ai_summary=None, ai_concerns=None),
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# 光合生物 — 延迟提交
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MonthlyReport(company_id=COMP_E, period_year=NOW.year, period_month=NOW.month - 2 if NOW.month > 2 else 11,
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status="ai_parsed", submitted_by=FOUNDER_A, submitted_at=D(40),
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raw_content="本月营收80万，来自2个合作药企里程碑付款。研发进展：3个靶点进入先导化合物阶段。",
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structured_data={"revenue": 80, "milestone_payment": 80, "targets": 3, "headcount": 18},
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ai_summary="光合生物收入来自里程碑付款，研发管线推进正常。",
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ai_concerns=[{"level": "high", "item": "月报延迟提交", "detail": "延迟20天"}, {"level": "medium", "item": "现金消耗快", "detail": "月消耗200万，Runway 12月"}]),
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]
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for r in reports:
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db.add(r)
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await db.flush()
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print(" ✓ 月报 (5 份)")
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# ─── 健康度评分 ────────────────────────────────────────────────────────
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async def _seed_health(db: AsyncSession) -> None:
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scores = [
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# 智链科技 — 良好
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HealthScore(company_id=COMP_A, total_score=78.5, financial_score=82, operational_score=75, ai_commercial_score=80, ai_cost_score=85,
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org_talent_score=72, product_tech_score=80, market_compete_score=78, governance_score=75, financing_score=80,
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trend="up", evidence_json={"financial": "营收增长15%，现金流健康", "ai_cost": "推理成本降低12%"},
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recommendations_json={"action": "关注客户流失率", "owner": MGR_ID, "review_at": D(-30).isoformat()}),
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# 云栈数据 — 中等
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HealthScore(company_id=COMP_B, total_score=62.0, financial_score=55, operational_score=68, ai_commercial_score=60, ai_cost_score=65,
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org_talent_score=70, product_tech_score=72, market_compete_score=58, governance_score=65, financing_score=50,
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trend="stable", evidence_json={"financial": "营收持平，需突破", "financing": "Runway 15月，需启动融资"},
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recommendations_json={"action": "加速融资节奏", "owner": LEAD_ID, "review_at": D(-14).isoformat()}),
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# 深瞳智能 — 优秀
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HealthScore(company_id=COMP_C, total_score=85.5, financial_score=88, operational_score=85, ai_commercial_score=90, ai_cost_score=82,
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org_talent_score=83, product_tech_score=88, market_compete_score=86, governance_score=82, financing_score=85,
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trend="up", evidence_json={"financial": "营收增长22%", "market": "半导体渗透加深"},
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recommendations_json={"action": "关注客户集中度", "owner": MGR_ID, "review_at": D(-30).isoformat()}),
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# 量子芯微 — 早期风险
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HealthScore(company_id=COMP_D, total_score=48.0, financial_score=35, operational_score=50, ai_commercial_score=45, ai_cost_score=55,
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org_talent_score=52, product_tech_score=60, market_compete_score=42, governance_score=55, financing_score=40,
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trend="down", evidence_json={"financial": "无营收，现金紧张", "financing": "Runway 7月"},
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recommendations_json={"action": "紧急启动天使+轮融资", "owner": GP_ID, "review_at": D(-7).isoformat()}),
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# 光合生物 — 中等偏上
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HealthScore(company_id=COMP_E, total_score=68.5, financial_score=60, operational_score=72, ai_commercial_score=70, ai_cost_score=65,
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org_talent_score=68, product_tech_score=75, market_compete_score=65, governance_score=70, financing_score=62,
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trend="stable", evidence_json={"financial": "里程碑收入稳定", "product": "3靶点推进中"},
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recommendations_json={"action": "月报提交及时性改善", "owner": MGR_ID, "review_at": D(-30).isoformat()}),
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]
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for s in scores:
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s.calculated_at = D(5)
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db.add(s)
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await db.flush()
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print(" ✓ 健康度评分 (5 企业)")
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# ─── 风险事件 ──────────────────────────────────────────────────────────
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async def _seed_risks(db: AsyncSession) -> None:
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risks = [
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RiskEvent(company_id=COMP_A, type="operational", severity="medium", status="in_progress",
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title="客户流失率环比上升", description="本月流失1家年合同客户，流失率从2%升至4%",
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evidence_json={"metric": "churn_rate", "current": 0.04, "previous": 0.02, "threshold": 0.03},
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suggested_action="联系流失客户了解原因，加强客户成功团队", assigned_to=MGR_ID, due_at=D(-7)),
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RiskEvent(company_id=COMP_B, type="financial", severity="high", status="assigned",
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title="营收增长停滞", description="连续2个月环比0%增长，未达预期",
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evidence_json={"metric": "revenue_growth", "current": 0.0, "expected": 0.15, "months": 2},
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suggested_action="与创始人讨论增长策略，评估产品定价和市场拓展", assigned_to=LEAD_ID, due_at=D(-3)),
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RiskEvent(company_id=COMP_D, type="financial", severity="critical", status="open",
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title="现金Runway不足7个月", description="按当前消耗速度，现金仅可维持7个月",
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evidence_json={"metric": "runway_months", "current": 7, "threshold": 9},
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suggested_action="紧急启动天使+轮融资，准备BP和财务预测", assigned_to=GP_ID, due_at=D(-14)),
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RiskEvent(company_id=COMP_E, type="operational", severity="medium", status="resolved",
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title="月报延迟提交", description="上月月报延迟20天提交",
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evidence_json={"metric": "report_delay_days", "current": 20, "threshold": 5},
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suggested_action="与创始人沟通提交规范，设置自动提醒", assigned_to=MGR_ID, due_at=D(-10), closed_at=D(-3)),
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RiskEvent(company_id=COMP_C, type="org", severity="low", status="open",
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title="核心技术人员稳定性下降", description="CTO提及外部机会，稳定性评分从0.85降至0.65",
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evidence_json={"metric": "cto_stability", "current": 0.65, "previous": 0.85},
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suggested_action="了解CTO诉求，评估股权激励调整", assigned_to=LEAD_ID),
|
||
RiskEvent(company_id=COMP_A, type="ai_specific", severity="low", status="closed",
|
||
title="AI模型推理成本超标", description="上月推理成本占营收比12%，超10%阈值",
|
||
evidence_json={"metric": "ai_cost_ratio", "current": 0.12, "threshold": 0.10},
|
||
suggested_action="优化模型量化策略", assigned_to=MGR_ID, closed_at=D(-5)),
|
||
]
|
||
for r in risks:
|
||
r.identified_at = D(15)
|
||
db.add(r)
|
||
await db.flush()
|
||
print(" ✓ 风险事件 (6 条)")
|
||
|
||
|
||
# ─── 弱信号 ────────────────────────────────────────────────────────────
|
||
async def _seed_weak_signals(db: AsyncSession) -> None:
|
||
signals = [
|
||
WeakSignal(company_id=COMP_B, signal_type="market", source="行业论坛", content="竞品发布类似数据治理产品，定价低30%",
|
||
confidence=0.72, risk_probability=0.65, status="alerted",
|
||
correlation_result={"related_signals": 2, "pattern": "竞品压力增加"}),
|
||
WeakSignal(company_id=COMP_C, signal_type="org", source="LinkedIn", content="CTO 更新简历，标注'开放看机会'",
|
||
confidence=0.85, risk_probability=0.78, status="alerted",
|
||
correlation_result={"related_signals": 1, "pattern": "核心人员流失风险"}),
|
||
WeakSignal(company_id=COMP_D, signal_type="technical", source="GitHub", content="核心开源依赖库停止维护，需迁移",
|
||
confidence=0.68, risk_probability=0.45, status="correlated"),
|
||
WeakSignal(company_id=COMP_A, signal_type="sentiment", source="客户反馈", content="大客户提及预算削减计划",
|
||
confidence=0.60, risk_probability=0.55, status="new"),
|
||
WeakSignal(company_id=COMP_E, signal_type="market", source="FDA新闻", content="同类靶点药物获FDA快速审批",
|
||
confidence=0.75, risk_probability=0.30, status="new"),
|
||
]
|
||
for s in signals:
|
||
s.detected_at = D(7)
|
||
db.add(s)
|
||
await db.flush()
|
||
print(" ✓ 弱信号 (5 条)")
|
||
|
||
|
||
# ─── 任务 ──────────────────────────────────────────────────────────────
|
||
async def _seed_tasks(db: AsyncSession) -> None:
|
||
tasks = [
|
||
Task(tenant_id=TENANT_ID, company_id=COMP_A, title="联系流失客户进行回访", description="了解客户流失原因，制定挽留方案",
|
||
status="in_progress", priority="high", assigned_to=MGR_ID, source_type="risk", due_at=D(-3)),
|
||
Task(tenant_id=TENANT_ID, company_id=COMP_B, title="与云栈数据创始人讨论增长策略", description="评估产品定价和市场拓展方案",
|
||
status="todo", priority="high", assigned_to=LEAD_ID, source_type="risk", due_at=D(-1)),
|
||
Task(tenant_id=TENANT_ID, company_id=COMP_D, title="准备天使+轮BP", description="包含财务预测和产品路线图",
|
||
status="todo", priority="urgent", assigned_to=GP_ID, source_type="risk", due_at=D(-14)),
|
||
Task(tenant_id=TENANT_ID, company_id=COMP_C, title="评估CTO股权激励调整方案", description="了解CTO诉求，设计retention package",
|
||
status="todo", priority="medium", assigned_to=LEAD_ID, source_type="manual", due_at=D(-7)),
|
||
Task(tenant_id=TENANT_ID, company_id=COMP_A, title="审阅智链科技本月月报", description="关注AI成本降低和客户流失",
|
||
status="done", priority="medium", assigned_to=MGR_ID, source_type="report", completed_at=D(-3)),
|
||
Task(tenant_id=TENANT_ID, company_id=COMP_E, title="跟进光合生物月报提交及时性", description="设置自动提醒，沟通提交规范",
|
||
status="done", priority="medium", assigned_to=MGR_ID, source_type="manual", completed_at=D(-2)),
|
||
]
|
||
for t in tasks:
|
||
db.add(t)
|
||
await db.flush()
|
||
print(" ✓ 任务 (6 条)")
|
||
|
||
|
||
# ─── OKR ───────────────────────────────────────────────────────────────
|
||
async def _seed_okrs(db: AsyncSession) -> None:
|
||
okrs = [
|
||
OKR(company_id=COMP_A, quarter=f"{NOW.year}-Q{(NOW.month - 1) // 3 + 1}",
|
||
objective="实现季度营收3000万，客户净增8家",
|
||
key_results=[{"kr": "季度营收达3000万", "current": 2400, "target": 3000, "progress": 0.80},
|
||
{"kr": "新签客户8家", "current": 5, "target": 8, "progress": 0.625},
|
||
{"kr": "客户流失率<3%", "current": 0.04, "target": 0.03, "progress": 0.75}],
|
||
alignment_score=82.0, status="active",
|
||
deviation_alerts=[{"kr": "客户流失率", "current": "4%", "target": "<3%", "severity": "medium"}]),
|
||
OKR(company_id=COMP_B, quarter=f"{NOW.year}-Q{(NOW.month - 1) // 3 + 1}",
|
||
objective="完成A+轮融资，营收突破500万/月",
|
||
key_results=[{"kr": "月营收达500万", "current": 150, "target": 500, "progress": 0.30},
|
||
{"kr": "完成A+轮融资", "current": 0, "target": 1, "progress": 0.0},
|
||
{"kr": "签约3家金融客户", "current": 1, "target": 3, "progress": 0.33}],
|
||
alignment_score=55.0, status="active",
|
||
deviation_alerts=[{"kr": "月营收", "current": "150万", "target": "500万", "severity": "high"},
|
||
{"kr": "融资进度", "current": "未启动", "target": "完成", "severity": "high"}]),
|
||
OKR(company_id=COMP_C, quarter=f"{NOW.year}-Q{(NOW.month - 1) // 3 + 1}",
|
||
objective="半导体行业营收占比70%，新增专利5项",
|
||
key_results=[{"kr": "半导体营收占比70%", "current": 0.60, "target": 0.70, "progress": 0.857},
|
||
{"kr": "新增专利5项", "current": 2, "target": 5, "progress": 0.40}],
|
||
alignment_score=88.0, status="active", deviation_alerts=[]),
|
||
]
|
||
for o in okrs:
|
||
db.add(o)
|
||
await db.flush()
|
||
print(" ✓ OKR (3 条)")
|
||
|
||
|
||
# ─── 里程碑 ────────────────────────────────────────────────────────────
|
||
async def _seed_milestones(db: AsyncSession) -> None:
|
||
# 智链科技里程碑树
|
||
m1 = MilestoneTree(company_id=COMP_A, name="B轮融资", is_current=True, status="in_progress", target_date=D(-90), description="B轮1亿人民币，估值8亿")
|
||
db.add(m1); await db.flush()
|
||
m2 = MilestoneTree(company_id=COMP_A, name="产品v3.0发布", parent_id=m1.id, is_current=True, status="completed", actual_date=D(-20), description="多模态供应链决策引擎")
|
||
m3 = MilestoneTree(company_id=COMP_A, name="客户数突破50", parent_id=m1.id, is_current=True, status="in_progress", target_date=D(-60))
|
||
m4 = MilestoneTree(company_id=COMP_A, name="海外市场拓展", parent_id=m1.id, is_current=False, status="planned", target_date=D(-180), description="东南亚试点 — 备选路径",
|
||
ai_analysis={"risk": "海外合规成本高", "opportunity": "市场先发优势"})
|
||
for m in [m2, m3, m4]:
|
||
db.add(m)
|
||
|
||
# 云栈数据里程碑
|
||
m5 = MilestoneTree(company_id=COMP_B, name="A+轮融资", is_current=True, status="in_progress", target_date=D(-45), description="A+轮3000万人民币")
|
||
db.add(m5); await db.flush()
|
||
m6 = MilestoneTree(company_id=COMP_B, name="数据治理平台v2.0", parent_id=m5.id, is_current=True, status="completed", actual_date=D(-10))
|
||
m7 = MilestoneTree(company_id=COMP_B, name="金融行业突破", parent_id=m5.id, is_current=True, status="in_progress", target_date=D(-30))
|
||
for m in [m6, m7]:
|
||
db.add(m)
|
||
|
||
await db.flush()
|
||
print(" ✓ 里程碑 (7 节点)")
|
||
|
||
|
||
# ─── 协同机会 ──────────────────────────────────────────────────────────
|
||
async def _seed_synergies(db: AsyncSession) -> None:
|
||
synergies = [
|
||
SynergyOpportunity(tenant_id=TENANT_ID, type="customer", company_a_id=COMP_A, company_b_id=COMP_C,
|
||
title="智链科技 → 深瞳智能：制造业客户共享",
|
||
description="智链科技的3家制造业客户有质检需求，可引荐深瞳智能。",
|
||
match_reason="AI分析：客户行业重叠度高，需求互补",
|
||
status="confirmed", authorized=True),
|
||
SynergyOpportunity(tenant_id=TENANT_ID, type="tech", company_a_id=COMP_B, company_b_id=COMP_D,
|
||
title="云栈数据 → 量子芯微：数据平台支持芯片设计仿真",
|
||
description="云栈数据平台可处理量子芯微的仿真数据集。",
|
||
match_reason="技术栈匹配，数据平台可降低芯片仿真IT成本40%",
|
||
status="discovered", authorized=False),
|
||
SynergyOpportunity(tenant_id=TENANT_ID, type="talent", company_a_id=COMP_C, company_b_id=COMP_E,
|
||
title="深瞳智能 → 光合生物：AI算法人才推荐",
|
||
description="深瞳智能有CV算法人才储备，光合生物需AI药物筛选算法工程师。",
|
||
match_reason="技能匹配度85%，工作地点同城",
|
||
status="executing", authorized=True,
|
||
effect_result={"candidates_referred": 3, "interviewed": 2, "offered": 1}),
|
||
]
|
||
for s in synergies:
|
||
db.add(s)
|
||
await db.flush()
|
||
print(" ✓ 协同机会 (3 条)")
|
||
|
||
|
||
# ─── 决策前哨 ──────────────────────────────────────────────────────────
|
||
async def _seed_sentinels(db: AsyncSession) -> None:
|
||
sentinels = [
|
||
DecisionSentinel(company_id=COMP_B, decision_type="funding",
|
||
title="A+轮融资时机选择：现在 vs 等待产品验证",
|
||
description="营收增长停滞，但产品v2.0刚发布。是否现在融资还是等Q2数据验证后融资？",
|
||
signals=[{"source": "月报", "signal": "营收停滞2月"}, {"source": "市场", "signal": "竞品定价低30%"}],
|
||
scenarios={"A": {"name": "现在融资", "pros": "现金充裕", "cons": "估值可能偏低", "probability": 0.6},
|
||
"B": {"name": "等待Q2验证", "pros": "估值更高", "cons": "现金Runway风险", "probability": 0.4}},
|
||
status="analyzed"),
|
||
DecisionSentinel(company_id=COMP_C, decision_type="hiring",
|
||
title="CTO retention：股权激励 vs 替换",
|
||
description="CTO稳定性下降，需决定加大股权激励还是提前寻找替代者。",
|
||
signals=[{"source": "LinkedIn", "signal": "CTO更新简历"}, {"source": "弱信号", "signal": "稳定性评分0.65"}],
|
||
scenarios={"A": {"name": "加大股权激励", "pros": "保留技术连续性", "cons": "股权稀释", "probability": 0.7},
|
||
"B": {"name": "启动替换搜索", "pros": "降低单点风险", "cons": "过渡期风险", "probability": 0.3}},
|
||
status="identified"),
|
||
DecisionSentinel(company_id=COMP_D, decision_type="funding",
|
||
title="天使+轮 vs Pre-A：融资策略选择",
|
||
description="现金Runway 7月，需快速融资。天使+轮快但金额小，Pre-A慢但可支撑更长。",
|
||
signals=[{"source": "财务", "signal": "Runway 7月"}, {"source": "产品", "signal": "NPU原型流片在即"}],
|
||
scenarios={"A": {"name": "天使+轮 1500万", "pros": "3个月内close", "cons": "只够6月", "probability": 0.55},
|
||
"B": {"name": "Pre-A 5000万", "pros": "支撑18月", "cons": "需6月", "probability": 0.45}},
|
||
status="acted"),
|
||
]
|
||
for s in sentinels:
|
||
s.identified_at = D(10)
|
||
db.add(s)
|
||
await db.flush()
|
||
print(" ✓ 决策前哨 (3 条)")
|
||
|
||
|
||
# ─── 行为助推 ──────────────────────────────────────────────────────────
|
||
async def _seed_nudges(db: AsyncSession) -> None:
|
||
nudges = [
|
||
NudgeRecord(company_id=COMP_A, nudge_type="anchoring",
|
||
context="月报审阅 — 客户流失率",
|
||
message="同类AI供应链企业平均客户流失率为2.5%，智链科技本月4%高于基准。",
|
||
target_user_id=MGR_ID, accepted=True,
|
||
effect_result={"action": "联系流失客户", "result": "挽留1家"}),
|
||
NudgeRecord(company_id=COMP_B, nudge_type="loss_aversion",
|
||
context="融资时机提醒",
|
||
message="如果不启动A+轮融资，预计6个月后现金耗尽，错失产品验证窗口。",
|
||
target_user_id=LEAD_ID, accepted=True,
|
||
effect_result={"action": "约见创始人讨论融资", "result": "启动BP准备"}),
|
||
NudgeRecord(company_id=COMP_D, nudge_type="social_proof",
|
||
context="融资策略",
|
||
message="Portfolio中3家类似阶段企业选择了Pre-A路线，平均估值高于天使+轮2倍。",
|
||
target_user_id=GP_ID, accepted=False,
|
||
effect_result={"action": "选择天使+轮", "result": "快速close"}),
|
||
NudgeRecord(company_id=COMP_C, nudge_type="timing",
|
||
context="CTO稳定性",
|
||
message="融资前是关键人才挽留的最佳时机，建议在B+轮前完成CTO股权激励调整。",
|
||
target_user_id=LEAD_ID, accepted=True,
|
||
effect_result={"action": "设计retention package", "result": "进行中"}),
|
||
]
|
||
for n in nudges:
|
||
db.add(n)
|
||
await db.flush()
|
||
print(" ✓ 行为助推 (4 条)")
|
||
|
||
|
||
# ─── 重大事项 ──────────────────────────────────────────────────────────
|
||
async def _seed_events(db: AsyncSession) -> None:
|
||
events = [
|
||
MajorEvent(company_id=COMP_A, event_type="product", title="产品v3.0多模态引擎发布", severity="high",
|
||
description="支持文本+图像+时序数据的多模态供应链决策引擎上线",
|
||
source="monthly_report", status="addressed", occurred_at=D(20)),
|
||
MajorEvent(company_id=COMP_C, event_type="personnel", title="CTO更新简历", severity="high",
|
||
description="CTO在LinkedIn更新简历，标注'开放看机会'",
|
||
source="weak_signal", status="confirmed", occurred_at=D(7)),
|
||
MajorEvent(company_id=COMP_D, event_type="funding", title="天使+轮融资启动", severity="critical",
|
||
description="现金Runway不足7月，启动天使+轮融资",
|
||
source="manual", status="addressed", occurred_at=D(3)),
|
||
MajorEvent(company_id=COMP_E, event_type="product", title="3个靶点进入先导化合物阶段", severity="medium",
|
||
description="AI药物筛选管线推进，3个靶点通过虚拟筛选进入实验验证",
|
||
source="monthly_report", status="confirmed", occurred_at=D(15)),
|
||
]
|
||
for e in events:
|
||
db.add(e)
|
||
await db.flush()
|
||
print(" ✓ 重大事项 (4 条)")
|
||
|
||
|
||
# ─── 投资协议 ──────────────────────────────────────────────────────────
|
||
async def _seed_agreements(db: AsyncSession) -> None:
|
||
agreements = [
|
||
InvestmentAgreement(company_id=COMP_A, title="B轮投资协议", signed_at=datetime(2023, 6, 1, tzinfo=UTC),
|
||
key_clauses={"valuation": "8亿人民币", "investment": "1亿", "board_seat": "1席", "anti_dilution": "加权平均", "liquidation_pref": "1x非参与"},
|
||
monitoring_rules=[{"clause": "反稀释", "trigger": "下一轮估值低于8亿", "action": "通知GP"}],
|
||
status="active"),
|
||
InvestmentAgreement(company_id=COMP_B, title="A轮投资协议", signed_at=datetime(2023, 3, 1, tzinfo=UTC),
|
||
key_clauses={"valuation": "3亿", "investment": "5000万", "board_seat": "1席", "redemption_right": "5年后可要求回购"},
|
||
monitoring_rules=[{"clause": "回购权", "trigger": "2028-03-01", "action": "提前6月提醒"}],
|
||
status="active"),
|
||
InvestmentAgreement(company_id=COMP_C, title="B轮投资协议", signed_at=datetime(2022, 12, 1, tzinfo=UTC),
|
||
key_clauses={"valuation": "10亿", "investment": "2亿", "board_seat": "1席", "info_rights": "月报+季度财务"},
|
||
monitoring_rules=[{"clause": "信息权", "trigger": "月报延迟>5天", "action": "通知投后负责人"}],
|
||
status="active"),
|
||
]
|
||
for a in agreements:
|
||
db.add(a)
|
||
await db.flush()
|
||
print(" ✓ 投资协议 (3 份)")
|
||
|
||
|
||
# ─── 董事会 ────────────────────────────────────────────────────────────
|
||
async def _seed_boards(db: AsyncSession) -> None:
|
||
boards = [
|
||
BoardMeeting(company_id=COMP_A, title="2025年Q2董事会", meeting_at=D(-7), status="scheduled",
|
||
agenda=[{"item": "Q2经营汇报", "duration": "30min"}, {"item": "B轮融资进展", "duration": "20min"}, {"item": "客户流失分析", "duration": "15min"}],
|
||
materials_summary="AI摘要：Q2营收2400万(完成80%)，客户净增5家但流失率上升，B轮估值预期8-10亿。",
|
||
questions=[{"q": "客户流失率上升的原因是什么？", "priority": "high"}, {"q": "B轮预计何时close？", "priority": "medium"}]),
|
||
BoardMeeting(company_id=COMP_C, title="2025年Q2董事会", meeting_at=D(-14), status="completed",
|
||
agenda=[{"item": "Q2经营汇报", "duration": "30min"}, {"item": "半导体行业拓展", "duration": "20min"}],
|
||
minutes="Q2营收3600万超预期，半导体占比60%。专利新增2项。CTO稳定性需关注。",
|
||
resolutions=[{"item": "批准CTO股权激励调整方案", "status": "执行中"}, {"item": "Q3启动半导体行业专项销售", "status": "已启动"}]),
|
||
]
|
||
for b in boards:
|
||
db.add(b)
|
||
await db.flush()
|
||
print(" ✓ 董事会 (2 场)")
|
||
|
||
|
||
# ─── BML 假设 ──────────────────────────────────────────────────────────
|
||
async def _seed_hypotheses(db: AsyncSession) -> None:
|
||
hypotheses = [
|
||
Hypothesis(company_id=COMP_A, hypothesis="降低定价10%可提升客户签约率30%",
|
||
experiment="对3家潜在客户提供10%折扣试用",
|
||
data={"customers_tested": 3, "signed": 2, "conversion_rate": 0.67},
|
||
conclusion="部分验证：签约率提升67%（超预期30%），但需观察折扣结束后续约率",
|
||
status="validated"),
|
||
Hypothesis(company_id=COMP_B, hypothesis="金融行业客户愿意为数据合规功能支付20%溢价",
|
||
experiment="向2家金融客户展示合规模块并报价溢价20%",
|
||
data={"customers_tested": 2, "interested": 1, "signed": 0},
|
||
conclusion="待验证：1家表示感兴趣但需内部审批，尚未签约",
|
||
status="measuring"),
|
||
Hypothesis(company_id=COMP_C, hypothesis="半导体客户对边缘端质检需求年增长50%",
|
||
experiment="调研5家半导体客户未来12月质检预算",
|
||
data={"surveyed": 3, "budget_increase_avg": 0.35},
|
||
conclusion="未达预期：平均预算增长35%低于50%假设，但基础需求强劲",
|
||
status="learning"),
|
||
]
|
||
for h in hypotheses:
|
||
db.add(h)
|
||
await db.flush()
|
||
print(" ✓ BML 假设 (3 条)")
|
||
|
||
|
||
# ─── AAR 复盘 ──────────────────────────────────────────────────────────
|
||
async def _seed_aars(db: AsyncSession) -> None:
|
||
aars = [
|
||
AARRecord(company_id=COMP_A, trigger_event="Q1客户流失率升至4%",
|
||
original_plan="Q1客户流失率控制在2%以内",
|
||
actual_result="Q1流失率4%，流失2家年合同客户",
|
||
gap_analysis="客户成功团队响应延迟，流失客户反馈'技术支持不够及时'。竞品以低价策略抢客。",
|
||
lessons={"what_expected": "流失率2%", "what_happened": "4%", "why_gap": "客户成功人手不足+竞品低价", "what_learned": "需主动客户健康度监控", "what_to_change": "增加客户成功HC，建立预警机制"},
|
||
improvements=[{"action": "增加2名客户成功经理", "status": "已完成", "owner": "创始人"}, {"action": "建立客户健康度周报", "status": "进行中", "owner": "投资经理"}]),
|
||
AARRecord(company_id=COMP_C, trigger_event="CTO稳定性下降",
|
||
original_plan="核心技术团队稳定，无关键人员流失",
|
||
actual_result="CTO更新简历，稳定性评分0.65",
|
||
gap_analysis="CTO反馈股权激励不足，技术路线存在分歧。",
|
||
lessons={"what_expected": "CTO长期稳定", "what_happened": "稳定性下降", "why_gap": "股权激励未随估值增长调整", "what_learned": "关键人才激励需动态调整", "what_to_change": "建立定期激励review机制"},
|
||
improvements=[{"action": "CTO股权激励调整方案", "status": "设计中", "owner": "投后负责人"}]),
|
||
]
|
||
for a in aars:
|
||
db.add(a)
|
||
await db.flush()
|
||
print(" ✓ AAR 复盘 (2 条)")
|
||
|
||
|
||
# ─── 团队成员 ──────────────────────────────────────────────────────────
|
||
async def _seed_team_members(db: AsyncSession) -> None:
|
||
members = [
|
||
TeamMember(company_id=COMP_A, name="陈智链", role="CEO/创始人", is_key_person=True, joined_at=datetime(2021, 3, 1, tzinfo=UTC), stability_score=0.92),
|
||
TeamMember(company_id=COMP_A, name="张技术", role="CTO", is_key_person=True, joined_at=datetime(2021, 4, 1, tzinfo=UTC), stability_score=0.85),
|
||
TeamMember(company_id=COMP_A, name="李销售", role="VP销售", is_key_person=True, joined_at=datetime(2022, 1, 1, tzinfo=UTC), stability_score=0.80),
|
||
TeamMember(company_id=COMP_C, name="赵深瞳", role="CEO/创始人", is_key_person=True, joined_at=datetime(2020, 6, 1, tzinfo=UTC), stability_score=0.90),
|
||
TeamMember(company_id=COMP_C, name="孙算法", role="CTO", is_key_person=True, joined_at=datetime(2020, 7, 1, tzinfo=UTC), stability_score=0.65),
|
||
TeamMember(company_id=COMP_C, name="周产品", role="产品总监", is_key_person=False, joined_at=datetime(2021, 3, 1, tzinfo=UTC), stability_score=0.78),
|
||
TeamMember(company_id=COMP_B, name="刘云栈", role="CEO/创始人", is_key_person=True, joined_at=datetime(2022, 1, 1, tzinfo=UTC), stability_score=0.88),
|
||
]
|
||
for m in members:
|
||
db.add(m)
|
||
await db.flush()
|
||
print(" ✓ 团队成员 (7 人)")
|
||
|
||
|
||
# ─── 人才画像 ──────────────────────────────────────────────────────────
|
||
async def _seed_talents(db: AsyncSession) -> None:
|
||
talents = [
|
||
TalentProfile(tenant_id=TENANT_ID, name="孙算法", current_role="CTO", current_company="深瞳智能",
|
||
skills=["计算机视觉", "PyTorch", "团队管理", "边缘计算"], experience_years=12,
|
||
performance_rating=4.5, potential_rating=4.0, nine_box="star",
|
||
flow_prediction={"probability": 0.65, "timeline": "3-6月", "triggers": ["股权激励不足", "技术路线分歧"]},
|
||
status="active"),
|
||
TalentProfile(tenant_id=TENANT_ID, name="李销售", current_role="VP销售", current_company="智链科技",
|
||
skills=["B2B销售", "制造业客户", "团队管理"], experience_years=10,
|
||
performance_rating=4.2, potential_rating=3.8, nine_box="high_potential",
|
||
flow_prediction={"probability": 0.20, "timeline": "12月+", "triggers": []},
|
||
status="active"),
|
||
TalentProfile(tenant_id=TENANT_ID, name="吴架构", current_role="首席架构师", current_company="云栈数据",
|
||
skills=["分布式系统", "数据治理", "Kubernetes"], experience_years=15,
|
||
performance_rating=4.8, potential_rating=4.5, nine_box="star",
|
||
flow_prediction={"probability": 0.15, "timeline": "稳定", "triggers": []},
|
||
status="active"),
|
||
]
|
||
for t in talents:
|
||
db.add(t)
|
||
await db.flush()
|
||
print(" ✓ 人才画像 (3 人)")
|
||
|
||
|
||
# ─── 审计日志 ──────────────────────────────────────────────────────────
|
||
async def _seed_audit_logs(db: AsyncSession) -> None:
|
||
logs = [
|
||
AuditLog(tenant_id=TENANT_ID, user_id=MGR_ID, action="login", resource_type="auth", ip="192.168.1.100", created_at=D(0)),
|
||
AuditLog(tenant_id=TENANT_ID, user_id=MGR_ID, action="view", resource_type="company", resource_id=COMP_A, ip="192.168.1.100", created_at=D(0)),
|
||
AuditLog(tenant_id=TENANT_ID, user_id=MGR_ID, action="view", resource_type="report", resource_id="report_001", ip="192.168.1.100", created_at=D(0)),
|
||
AuditLog(tenant_id=TENANT_ID, user_id=LEAD_ID, action="view", resource_type="risk", resource_id="risk_001", ip="192.168.1.101", created_at=D(1)),
|
||
AuditLog(tenant_id=TENANT_ID, user_id=LEAD_ID, action="update", resource_type="risk", resource_id="risk_001", detail_json={"field": "status", "old": "open", "new": "assigned"}, ip="192.168.1.101", created_at=D(1)),
|
||
AuditLog(tenant_id=TENANT_ID, user_id=GP_ID, action="view", resource_type="dashboard", ip="192.168.1.102", created_at=D(2)),
|
||
AuditLog(tenant_id=TENANT_ID, user_id=GP_ID, action="ai_call", resource_type="weekly_brief", detail_json={"tokens": 3500, "model": "qwen-max"}, ip="192.168.1.102", created_at=D(2)),
|
||
AuditLog(tenant_id=TENANT_ID, user_id=ADMIN_ID, action="view", resource_type="audit_logs", ip="192.168.1.103", created_at=D(3)),
|
||
AuditLog(tenant_id=TENANT_ID, user_id=FOUNDER_A, action="create", resource_type="monthly_report", detail_json={"company": "智链科技", "period": f"{NOW.year}-{NOW.month-1}"}, ip="10.0.0.50", created_at=D(10)),
|
||
AuditLog(tenant_id=TENANT_ID, user_id=FOUNDER_B, action="create", resource_type="monthly_report", detail_json={"company": "云栈数据", "period": f"{NOW.year}-{NOW.month-1}"}, ip="10.0.0.51", created_at=D(8)),
|
||
]
|
||
for l in logs:
|
||
db.add(l)
|
||
await db.flush()
|
||
print(" ✓ 审计日志 (10 条)")
|
||
|
||
|
||
if __name__ == "__main__":
|
||
asyncio.run(seed())
|