404 lines
16 KiB
TypeScript
404 lines
16 KiB
TypeScript
import { prisma } from '@/lib/prisma'
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export type PerformanceSurveyQuestion = {
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id: string
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title: string
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description?: string
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}
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export type PerformanceSurveyScoreBand = {
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min: number
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max: number
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score?: number
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outMin?: number
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outMax?: number
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label?: string
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}
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export type PerformanceSurveyTemplateShape = {
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code: string
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name: string
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shortName?: string
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description: string
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surveyType: string
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ownerRoleName?: string
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itemName?: string
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itemNamePlaceholder?: string
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itemNoteName?: string
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itemNotePlaceholder?: string
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defaultCategory?: string
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respondentNameLabel?: string
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respondentDepartmentLabel?: string
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respondentNameFallback?: string
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dataSource?: string
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weight: number
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weightLabel?: string
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maxTotal?: number
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achievementLabel?: string
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achievementSuffix?: string
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trimNote?: string
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trimmedNote?: string
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belowBand?: string
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questions: PerformanceSurveyQuestion[]
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scoreBands: PerformanceSurveyScoreBand[]
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}
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export const DEFAULT_PERFORMANCE_SURVEY_TEMPLATES: PerformanceSurveyTemplateShape[] = [
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{
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code: 'course_share',
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name: '课程分享满意度调研',
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shortName: '课程分享',
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description: '适用于课程培训、经验分享、内部活动后的满意度与效果反馈。',
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surveyType: 'item_course',
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ownerRoleName: '讲师',
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itemName: '课程',
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itemNamePlaceholder: '例如：5 月项目复盘分享',
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itemNoteName: '课程备注',
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itemNotePlaceholder: '可填写分享主题、项目背景或适用对象',
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defaultCategory: '知识分享/项目复盘分享',
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respondentNameLabel: '评价人',
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respondentDepartmentLabel: '所属部门',
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respondentNameFallback: '匿名学员',
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dataSource: '现场学员评',
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weight: 0.3,
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weightLabel: '30%',
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maxTotal: 100,
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achievementLabel: '满意度',
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achievementSuffix: '%',
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trimNote: '样本少于 3 份，暂不剔除最高分和最低分',
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trimmedNote: '已剔除 1 个最高总分和 1 个最低总分',
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belowBand: '满意度不足 77%，此项考核为 0',
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questions: [
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{ id: 'usefulness', title: '内容实用度', description: '听完能用上吗？' },
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{ id: 'insight', title: '见解深度', description: '有没有独到洞察？' },
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{ id: 'clarity', title: '结构清晰度', description: '听得懂、跟得上吗？' },
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{ id: 'caseQuality', title: '案例质量', description: '有真实例支撑吗？' },
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{ id: 'interaction', title: '互动参与感', description: '有参与感还是全程被动？' },
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],
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scoreBands: [
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{ min: 95, max: 100, outMin: 100, outMax: 120, label: '满意度 95% 以上，对应 120-100 分' },
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{ min: 89, max: 94, outMin: 85, outMax: 100, label: '满意度 94%-89%，对应 100-85 分' },
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{ min: 81, max: 88, outMin: 70, outMax: 84, label: '满意度 88%-81%，对应 84-70 分' },
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{ min: 77, max: 80, outMin: 60, outMax: 69, label: '满意度 80%-77%，对应 69-60 分' },
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],
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},
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{
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code: 'cross_department',
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name: '跨部门协同满意度调研',
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shortName: '跨部门协同',
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description: '适用于跨部门项目、流程配合、协同响应等人员周期考核。',
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surveyType: 'person_period',
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ownerRoleName: '负责人',
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itemName: '协同事项',
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itemNamePlaceholder: '例如：新品上市跨部门协同',
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itemNoteName: '协同说明',
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itemNotePlaceholder: '可填写协同背景、参与部门、交付目标或周期',
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defaultCategory: '跨部门协同',
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respondentNameLabel: '评价人',
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respondentDepartmentLabel: '所属部门',
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respondentNameFallback: '匿名评价人',
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dataSource: '协作满意度问卷评分',
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weight: 0.2,
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weightLabel: '20%',
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maxTotal: 120,
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achievementLabel: '协作得分',
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achievementSuffix: '',
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trimNote: '样本少于 3 份，暂不剔除最高分和最低分',
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trimmedNote: '已剔除 1 个最高总分和 1 个最低总分',
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belowBand: '低于 60 分，此项考核为 0',
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questions: [
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{ id: 'requirementClarity', title: '需求清晰度', description: '目标、需求与验收口径是否清晰？' },
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{ id: 'deliveryStandard', title: '交付规范性', description: '交付物是否规范、完整、可复用？' },
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{ id: 'responseSpeed', title: '响应时效性', description: '响应是否及时，关键节点是否不拖延？' },
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{ id: 'collaborationFit', title: '协作配合度', description: '跨部门配合是否主动、顺畅？' },
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{ id: 'communicationEffect', title: '沟通有效性', description: '信息传递是否准确、减少反复？' },
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{ id: 'processControl', title: '过程可控性', description: '过程是否有预警、有节奏、有闭环？' },
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],
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scoreBands: [
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{ min: 100, max: 120, outMin: 100, outMax: 120, label: '非常满意，并给予高度评价，对应 120-100 分' },
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{ min: 85, max: 99.9, outMin: 85, outMax: 100, label: '满意，基本达到标准，对应 100-85 分' },
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{ min: 70, max: 84.9, outMin: 70, outMax: 84, label: '评价尚可，还有进步空间，对应 84-70 分' },
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{ min: 60, max: 69.9, outMin: 60, outMax: 69, label: '评价一般，有较大进步空间，对应 69-60 分' },
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],
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},
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{
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code: 'work_cooperation',
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name: '工作配合度满意度调研',
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shortName: '工作配合度',
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description: '适用于常规工作协作、服务支持、团队内互评。',
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surveyType: 'person_period',
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ownerRoleName: '被考核成员',
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itemName: '考核周期',
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itemNamePlaceholder: '例如：6 月工作配合度考核',
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itemNoteName: '考核说明',
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itemNotePlaceholder: '可填写被考核成员、所在部门、重点协作事项或考核周期',
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defaultCategory: '月度上级对成员工作配合满意度调研',
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respondentNameLabel: '评价人',
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respondentDepartmentLabel: '所属部门',
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respondentNameFallback: '匿名主管',
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dataSource: '上级主管评',
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weight: 0.2,
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weightLabel: '20%',
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maxTotal: 120,
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achievementLabel: '配合度得分',
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achievementSuffix: '',
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trimNote: '样本少于 3 份，暂不剔除最高分和最低分',
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trimmedNote: '已剔除 1 个最高总分和 1 个最低总分',
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belowBand: '低于 60 分，此项考核为 0',
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questions: [
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{ id: 'executionDepth', title: '执行落实度', description: '交办的事放心吗？' },
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{ id: 'ownership', title: '主动担责', description: '推一步走一步还是自己跑？' },
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{ id: 'reportCommunication', title: '汇报沟通', description: '进度看得见吗？出事早知道吗？' },
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{ id: 'adaptability', title: '灵活应变', description: '变了能不能跟着转？' },
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{ id: 'teamAlignment', title: '团队补位', description: '别人忙不过来会搭把手吗？' },
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{ id: 'emotionalStability', title: '情绪稳定度', description: '压力下解决问题还是制造情绪？' },
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],
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scoreBands: [
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{ min: 100, max: 120, outMin: 100, outMax: 120, label: '非常满意，并给予高度评价，对应 120-100 分' },
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{ min: 85, max: 99.9, outMin: 85, outMax: 100, label: '满意，基本达到标准，对应 100-85 分' },
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{ min: 70, max: 84.9, outMin: 70, outMax: 84, label: '评价尚可，还有进步空间，对应 84-70 分' },
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{ min: 60, max: 69.9, outMin: 60, outMax: 69, label: '评价一般，有较大进步空间，对应 69-60 分' },
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],
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},
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]
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export async function ensurePerformanceSurveyTemplates() {
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for (const template of DEFAULT_PERFORMANCE_SURVEY_TEMPLATES) {
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await prisma.performanceSurveyTemplate.upsert({
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where: { code: template.code },
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update: {
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name: template.name,
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description: template.description,
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surveyType: template.surveyType,
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weight: template.weight,
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questions: template.questions,
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scoreBands: template.scoreBands,
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isActive: true,
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},
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create: {
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code: template.code,
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name: template.name,
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description: template.description,
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surveyType: template.surveyType,
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weight: template.weight,
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questions: template.questions,
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scoreBands: template.scoreBands,
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isActive: true,
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},
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})
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}
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}
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export async function listPerformanceSurveyTemplates() {
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await ensurePerformanceSurveyTemplates()
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const templates = await prisma.performanceSurveyTemplate.findMany({
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where: { isActive: true },
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orderBy: [{ surveyType: 'asc' }, { createdAt: 'asc' }],
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})
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return templates.map((template) => withDefaultTemplateMeta({
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code: template.code,
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name: template.name,
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description: template.description || '',
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surveyType: template.surveyType,
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weight: template.weight,
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questions: template.questions as PerformanceSurveyQuestion[],
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scoreBands: template.scoreBands as PerformanceSurveyScoreBand[],
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}))
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}
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export async function getPerformanceSurveyTemplate(code: string) {
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await ensurePerformanceSurveyTemplates()
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const template = await prisma.performanceSurveyTemplate.findUnique({
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where: { code },
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})
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if (!template || !template.isActive) {
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throw new Error('考核调研模板不存在')
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}
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return withDefaultTemplateMeta({
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code: template.code,
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name: template.name,
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description: template.description || '',
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surveyType: template.surveyType,
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weight: template.weight,
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questions: template.questions as PerformanceSurveyQuestion[],
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scoreBands: template.scoreBands as PerformanceSurveyScoreBand[],
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})
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}
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function withDefaultTemplateMeta(template: PerformanceSurveyTemplateShape): PerformanceSurveyTemplateShape {
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const matchedDefault = DEFAULT_PERFORMANCE_SURVEY_TEMPLATES.find((item) => item.code === template.code)
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return {
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...template,
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shortName: template.shortName ?? matchedDefault?.shortName,
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ownerRoleName: template.ownerRoleName ?? matchedDefault?.ownerRoleName,
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itemName: template.itemName ?? matchedDefault?.itemName,
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itemNamePlaceholder: template.itemNamePlaceholder ?? matchedDefault?.itemNamePlaceholder,
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itemNoteName: template.itemNoteName ?? matchedDefault?.itemNoteName,
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itemNotePlaceholder: template.itemNotePlaceholder ?? matchedDefault?.itemNotePlaceholder,
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defaultCategory: template.defaultCategory ?? matchedDefault?.defaultCategory,
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respondentNameLabel: template.respondentNameLabel ?? matchedDefault?.respondentNameLabel,
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respondentDepartmentLabel: template.respondentDepartmentLabel ?? matchedDefault?.respondentDepartmentLabel,
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respondentNameFallback: template.respondentNameFallback ?? matchedDefault?.respondentNameFallback,
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dataSource: template.dataSource ?? matchedDefault?.dataSource,
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weightLabel: matchedDefault?.weightLabel || `${Math.round(Number(template.weight || 0) * 100)}%`,
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maxTotal: template.maxTotal ?? matchedDefault?.maxTotal,
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achievementLabel: template.achievementLabel ?? matchedDefault?.achievementLabel,
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achievementSuffix: template.achievementSuffix ?? matchedDefault?.achievementSuffix,
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trimNote: template.trimNote ?? matchedDefault?.trimNote,
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trimmedNote: template.trimmedNote ?? matchedDefault?.trimmedNote,
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belowBand: template.belowBand ?? matchedDefault?.belowBand,
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}
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}
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export function calculateResponseScores(
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template: Pick<PerformanceSurveyTemplateShape, 'questions' | 'scoreBands' | 'weight'>,
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scores: Record<string, unknown>,
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) {
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const questionScores = template.questions.map((question) => {
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const value = Number(scores[question.id])
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if (!Number.isFinite(value) || value < 0 || value > 20) {
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throw new Error(`评分项「${question.title}」必须是 0-20 分`)
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}
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return value
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})
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const totalScore =
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questionScores.length > 0
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? questionScores.reduce((sum, score) => sum + score, 0)
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: 0
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const kpiScore = mapAchievementToKpi(totalScore, template.scoreBands).score
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return {
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totalScore: roundScore(totalScore),
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achievementScore: roundScore(totalScore),
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kpiScore: roundScore(kpiScore),
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weightedScore: roundScore(kpiScore * Number(template.weight || 1)),
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}
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}
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export function calculateAggregateScore(
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responses: Array<{
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id?: string
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totalScore: number
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createdAt: Date | string
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scores?: Record<string, unknown> | null
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respondentName?: string | null
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}>,
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scoreBands: PerformanceSurveyScoreBand[],
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weight: number,
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template?: Pick<PerformanceSurveyTemplateShape, 'questions' | 'trimNote' | 'trimmedNote' | 'belowBand' | 'achievementLabel' | 'achievementSuffix' | 'maxTotal' | 'weightLabel'>,
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) {
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const sorted = [...responses].sort((left, right) => {
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const scoreDiff = Number(left.totalScore || 0) - Number(right.totalScore || 0)
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if (scoreDiff !== 0) return scoreDiff
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return new Date(String(left.createdAt)).getTime() - new Date(String(right.createdAt)).getTime()
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})
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const rawAverage =
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sorted.length > 0
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? sorted.reduce((sum, response) => sum + Number(response.totalScore || 0), 0) / sorted.length
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: null
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const droppedHighestLowest = sorted.length >= 3
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const removedLow = droppedHighestLowest ? sorted[0] : null
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const removedHigh = droppedHighestLowest ? sorted[sorted.length - 1] : null
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const effective = droppedHighestLowest ? sorted.slice(1, -1) : sorted
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const achievementScore =
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effective.length > 0
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? effective.reduce((sum, response) => sum + Number(response.totalScore || 0), 0) / effective.length
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: 0
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const kpi = mapAchievementToKpi(effective.length > 0 ? achievementScore : null, scoreBands, template?.belowBand)
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const dimensionAverages = Object.fromEntries(
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(template?.questions || []).map((question) => {
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const average =
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effective.length > 0
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? effective.reduce((sum, response) => sum + Number(response.scores?.[question.id] || 0), 0) / effective.length
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: null
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return [question.id, average == null ? null : roundScore(average)]
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}),
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)
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return {
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responseCount: responses.length,
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effectiveCount: effective.length,
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rawAverage: rawAverage == null ? null : roundScore(rawAverage),
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trimmedAverage: effective.length > 0 ? roundScore(achievementScore) : null,
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droppedHighestLowest,
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trimNote: droppedHighestLowest
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? template?.trimmedNote || '已剔除 1 个最高总分和 1 个最低总分'
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: template?.trimNote || '样本少于 3 份，暂不剔除最高分和最低分',
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removedHigh: summarizeRemovedResponse(removedHigh),
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removedLow: summarizeRemovedResponse(removedLow),
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dimensionAverages,
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achievementLabel: template?.achievementLabel,
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achievementSuffix: template?.achievementSuffix,
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maxTotal: template?.maxTotal,
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weightLabel: template?.weightLabel,
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band: kpi.band,
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achievementScore: roundScore(achievementScore),
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kpiScore: roundScore(kpi.score),
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weightedScore: roundScore(kpi.score * Number(weight || 1)),
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}
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}
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function summarizeRemovedResponse(response: {
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id?: string
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totalScore: number
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createdAt: Date | string
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respondentName?: string | null
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} | null) {
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if (!response) return null
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return {
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id: response.id,
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totalScore: roundScore(response.totalScore),
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respondentName: response.respondentName || '匿名评价',
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createdAt: response.createdAt,
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}
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}
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function mapAchievementToKpi(value: number | null, bands: PerformanceSurveyScoreBand[], belowBand?: string) {
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if (value === null || value === undefined) {
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return { score: 0, band: '暂无数据' }
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}
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const normalizedBands = [...bands].sort((left, right) => left.min - right.min)
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const matched = normalizedBands.find((band) => value >= band.min && value <= band.max)
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if (!matched) {
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if (value < normalizedBands[0]?.min) return { score: 0, band: belowBand || '未达到最低档位' }
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const last = normalizedBands[normalizedBands.length - 1]
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return { score: last?.outMax ?? last?.score ?? 0, band: last?.label || '' }
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}
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if (matched.outMin != null && matched.outMax != null) {
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const ratio = (value - matched.min) / (matched.max - matched.min)
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return {
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score: matched.outMin + ratio * (matched.outMax - matched.outMin),
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band: matched.label || '',
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}
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}
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const previous = normalizedBands
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.filter((band) => band.max <= matched.min)
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.sort((left, right) => right.max - left.max)[0]
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if (!previous || matched.max === matched.min) {
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return { score: matched.score ?? 0, band: matched.label || '' }
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}
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const ratio = (value - matched.min) / (matched.max - matched.min)
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return {
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score: (previous.score ?? 0) + ratio * ((matched.score ?? 0) - (previous.score ?? 0)),
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band: matched.label || '',
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}
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}
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function roundScore(value: number) {
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return Math.round(Number(value || 0) * 100) / 100
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}
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