项目-售后归档.md 38 KB
项目售后归档模块设计方案
概述
基于ProjectPayment、ProjectFeedback、Product等表结构和现有的stage-aftercare组件，设计完整的项目售后归档模块，包含验收尾款、客户评价、项目复盘三大核心功能，通过数据分析实现项目执行效率和团队绩效的科学评估。
数据表结构分析
1. ProjectPayment（项目付款表）
现有结构已支持尾款管理：
- type: "final" - 尾款类型
- stage: "aftercare" - 售后归档阶段
- status: "pending" | "partial" | "completed" - 支付状态
- voucherFile: 指向ProjectFile的付款凭证
- product: 支持按Product分摊尾款
2. ProjectFeedback（客户反馈表）
现有结构支持多维度评价：
- project: 关联项目
- product: 关联具体空间产品
- rating: 1-5分评分
- feedbackType: "suggestion" | "complaint" | "praise"
- content: 评价内容
- stage: 评价阶段
3. Product（空间设计产品表）
现有结构支持复盘分析：
- profile: 负责设计师
- stage: 当前阶段状态
- status: 产品状态
- estimatedDuration: 预估工期
- order: 排序顺序
- reviews: 产品评价数组
三大功能模块设计
1. 验收尾款模块
1.1 功能结构
interface FinalPaymentModule {
// 尾款总览
paymentOverview: {
totalAmount: number; // 尾款总额
paidAmount: number; // 已支付金额
remainingAmount: number; // 待支付金额
dueDate: Date; // 应付款日期
overdueDays: number; // 逾期天数
status: PaymentStatus; // 支付状态
};
// 按产品分摊
productBreakdown: Array<{
productId: string;
productName: string;
productType: string;
amount: number;
percentage: number;
paidAmount: number;
vouchers: PaymentVoucher[];
}>;
// 支付凭证管理
paymentVouchers: Array<{
id: string;
amount: number;
paymentMethod: string;
paymentTime: Date;
voucherFile: Parse.Object;
verifiedStatus: 'pending' | 'verified' | 'rejected';
ocrResult?: OCRResult;
notes?: string;
}>;
}
enum PaymentStatus {
PENDING = 'pending', // 待支付
OVERDUE = 'overdue', // 逾期
PARTIAL = 'partial', // 部分支付
PAID = 'paid', // 已支付
DISPUTED = 'disputed' // 争议中
}
1.2 OCR智能识别
支付凭证OCR识别结构：
interface OCRResult {
confidence: number; // 识别置信度
amount: number; // 识别金额
paymentMethod: string; // 支付方式
transactionId?: string; // 交易号
payerName?: string; // 付款人姓名
paymentTime?: Date; // 付款时间
merchantName?: string; // 收款商户
rawText: string; // 原始识别文本
warnings?: string[]; // 识别警告
}
1.3 业务流程
graph TD
A[进入售后归档] --> B[加载尾款信息]
B --> C{是否已有尾款记录?}
C -->|否| D[从报价自动生成尾款]
C -->|是| E[显示现有尾款状态]
D --> F[按产品分摊尾款]
E --> G[尾款管理界面]
F --> G
G --> H{支付状态}
H -->|待支付| I[上传支付凭证]
H -->|已支付| J[显示凭证列表]
I --> K[OCR自动识别]
K --> L[人工确认信息]
L --> M[更新支付状态]
M --> N[尾款结清]
J --> N
N --> O[进入评价阶段]
2. 客户评价模块
2.1 多维度评价体系
interface CustomerEvaluation {
// 基础信息
evaluationId: string;
projectId: string;
customerId: string;
evaluationTime: Date;
// 整体评价
overallRating: {
score: number; // 综合评分 1-5
comments: string; // 整体评价
wouldRecommend: boolean; // 是否愿意推荐
improvementSuggestions: string[];
};
// 分维度评价
dimensionRatings: Array<{
dimension: 'design_quality' | 'service_attitude' | 'delivery_timeliness' | 'value_for_money';
score: number; // 维度评分
weight: number; // 权重
comments?: string; // 维度评价
}>;
// 产品级评价
productRatings: Array<{
productId: string;
productName: string;
spaceSatisfaction: number; // 空间满意度
designRating: number; // 设计评分
functionalityRating: number; // 功能性评分
issues: string[]; // 存在问题
improvements: string[]; // 改进建议
photos?: string[]; // 实际效果照片
}>;
// 评价验证
verification: {
isVerified: boolean;
verificationMethod: 'customer_confirmation' | 'project_completion' | 'payment_confirmation';
verificationTime: Date;
verifiedBy: string;
};
}
2.2 智能评价引导
评价引导策略：
- 实时反馈: 客户可在项目过程中随时记录反馈
- 分阶段提醒: 在关键节点(设计确认、交付完成)提醒评价
- 个性化问题: 基于项目类型生成针对性评价问题
- 可视化对比: 对比预期效果与实际效果的差异
2.3 评价数据结构
// 扩展ProjectFeedback表结构
interface EnhancedProjectFeedback extends ProjectFeedback {
// 产品关联
product?: Parse.Object;
// 多维度评分
dimensionScores?: {
designQuality: number; // 设计质量
serviceAttitude: number; // 服务态度
deliveryTimeliness: number; // 交付及时性
valueForMoney: number; // 性价比
};
// 评价上下文
context?: {
evaluationStage: string; // 评价阶段
touchpoints: string[]; // 接触点
emotions: string[]; // 情感标签
expectations: string[]; // 期望值
};
// 改进建议分类
improvementCategories?: {
design: string[]; // 设计改进
service: string[]; // 服务改进
process: string[]; // 流程改进
communication: string[]; // 沟通改进
};
// 推荐意愿
recommendationWillingness?: {
score: number; // 推荐评分 1-10
reasons: string[]; // 推荐原因
barriers?: string[]; // 推荐障碍
networkScope: string[]; // 愿意推荐的圈层
};
}
3. 项目复盘模块
3.1 复盘数据收集
多维度数据采集：
interface ProjectRetrospectiveData {
// 项目基础信息
projectBasic: {
title: string;
type: string;
duration: number; // 实际工期(天)
budget: number; // 项目预算
teamSize: number; // 团队规模
productCount: number; // 空间数量
};
// 时间节点分析
timelineAnalysis: {
nodes: Array<{
stage: string; // 阶段名称
plannedStart: Date; // 计划开始时间
actualStart: Date; // 实际开始时间
plannedEnd: Date; // 计划结束时间
actualEnd: Date; // 实际结束时间
duration: number; // 阶段耗时
delayDays: number; // 延期天数
efficiency: number; // 效率评分
}>;
bottlenecks: string[]; // 瓶颈环节
criticalPath: string[]; // 关键路径
};
// 团队效能分析
teamPerformance: Array<{
memberId: string;
memberName: string;
role: string; // 角色类型
workload: number; // 工作负载
efficiency: number; // 执行效率
quality: number; // 工作质量
collaboration: number; // 协作表现
timeDistribution: {
design: number; // 设计时间占比
communication: number; // 沟通时间占比
revision: number; // 修改时间占比
admin: number; // 行政时间占比
};
contributions: Array<{
type: 'design' | 'review' | 'coordination' | 'problem_solving';
description: string;
impact: 'high' | 'medium' | 'low';
}>;
}>;
// 质量分析
qualityAnalysis: {
revisionRate: number; // 修改率
firstPassYield: number; // 一次通过率
customerSatisfaction: number; // 客户满意度
issueResolutionTime: number; // 问题解决时间
qualityEscalations: number; // 质量升级次数
productScores: Array<{
productId: string;
productName: string;
finalScore: number;
issues: string[];
highlights: string[];
}>;
};
// 财务分析
financialAnalysis: {
budgetVariance: number; // 预算偏差
profitMargin: number; // 利润率
costBreakdown: {
labor: number; // 人力成本
materials: number; // 材料成本
overhead: number; // 管理费用
revisions: number; // 修改成本
};
cashFlow: Array<{
period: string;
inflow: number;
outflow: number;
netFlow: number;
}>;
};
}
3.2 AI智能复盘生成
复盘生成算法：
class RetrospectiveGenerator {
/**
* 生成项目复盘报告
*/
async generateRetrospective(
projectData: ProjectData,
changeLogs: ProjectChange[],
teamMetrics: TeamMetrics
): Promise<RetrospectiveReport> {
// 1. 数据预处理
const processedData = await this.preprocessData(projectData, changeLogs);
// 2. 效率分析
const efficiencyAnalysis = this.analyzeEfficiency(processedData);
// 3. 质量分析
const qualityAnalysis = this.analyzeQuality(processedData);
// 4. 团队协作分析
const collaborationAnalysis = this.analyzeCollaboration(changeLogs, teamMetrics);
// 5. 客户满意度分析
const satisfactionAnalysis = this.analyzeCustomerSatisfaction(processedData);
// 6. 生成洞察和建议
const insights = await this.generateInsights({
efficiency: efficiencyAnalysis,
quality: qualityAnalysis,
collaboration: collaborationAnalysis,
satisfaction: satisfactionAnalysis
});
return {
summary: this.generateSummary(insights),
highlights: insights.highlights,
challenges: insights.challenges,
lessons: insights.lessons,
recommendations: insights.recommendations,
teamMetrics: this.formatTeamMetrics(teamMetrics),
detailedAnalysis: {
efficiency: efficiencyAnalysis,
quality: qualityAnalysis,
collaboration: collaborationAnalysis,
timeline: this.analyzeTimeline(processedData)
}
};
}
/**
* 分析项目效率
*/
private analyzeEfficiency(data: ProcessedData): EfficiencyAnalysis {
return {
overallEfficiency: this.calculateOverallEfficiency(data),
stageEfficiency: this.calculateStageEfficiency(data),
resourceUtilization: this.calculateResourceUtilization(data),
bottlenecks: this.identifyBottlenecks(data),
timeDistribution: this.analyzeTimeDistribution(data)
};
}
/**
* 识别项目瓶颈
*/
private identifyBottlenecks(data: ProcessedData): Array<{
stage: string;
issue: string;
impact: string;
suggestion: string;
severity: 'high' | 'medium' | 'low';
}> {
const bottlenecks = [];
// 分析时间瓶颈
const timeBottlenecks = this.analyzeTimeBottlenecks(data.timeline);
bottlenecks.push(...timeBottlenecks);
// 分析协作瓶颈
const collaborationBottlenecks = this.analyzeCollaborationBottlenecks(data.teamWork);
bottlenecks.push(...collaborationBottlenecks);
// 分析质量瓶颈
const qualityBottlenecks = this.analyzeQualityBottlenecks(data.quality);
bottlenecks.push(...qualityBottlenecks);
return bottlenecks.sort((a, b) => {
const severityOrder = { 'high': 3, 'medium': 2, 'low': 1 };
return severityOrder[b.severity] - severityOrder[a.severity];
});
}
}
3.3 团队成员效率分析
个人效率指标：
interface TeamMemberEfficiency {
memberId: string;
memberName: string;
// 时间效率
timeEfficiency: {
plannedVsActual: number; // 计划vs实际时间比
taskCompletionRate: number; // 任务完成率
onTimeDeliveryRate: number; // 按时交付率
avgTaskDuration: number; // 平均任务耗时
};
// 质量效率
qualityEfficiency: {
firstPassYield: number; // 一次通过率
revisionRate: number; // 修改率
errorRate: number; // 错误率
customerRating: number; // 客户评分
};
// 协作效率
collaborationEfficiency: {
communicationFrequency: number; // 沟通频次
responseTime: number; // 响应时间
coordinationScore: number; // 协调评分
knowledgeSharing: number; // 知识分享
};
// 综合效率评分
overallEfficiency: {
score: number; // 综合评分 0-100
ranking: number; // 团队排名
strengths: string[]; // 优势领域
improvements: string[]; // 改进建议
};
}
3.4 项目场景分析
典型项目场景识别：
interface ProjectScenarioAnalysis {
// 项目复杂度评估
complexityAssessment: {
scopeComplexity: number; // 范围复杂度
technicalComplexity: number; // 技术复杂度
coordinationComplexity: number; // 协调复杂度
clientComplexity: number; // 客户复杂度
overallComplexity: 'simple' | 'moderate' | 'complex' | 'highly_complex';
};
// 风险识别
riskIdentification: {
identifiedRisks: Array<{
riskType: 'timeline' | 'budget' | 'quality' | 'resource' | 'scope';
probability: number; // 发生概率 0-1
impact: number; // 影响程度 0-1
riskLevel: 'low' | 'medium' | 'high' | 'critical';
mitigation: string; // 缓解措施
owner: string; // 负责人
}>;
riskMitigationEffectiveness: number; // 风险缓解有效性
};
// 成功因素分析
successFactors: {
keySuccessFactors: string[]; // 关键成功因素
clientAlignment: number; // 客户对齐度
teamCapability: number; // 团队能力
processMaturity: number; // 流程成熟度
technologyFit: number; // 技术适配性
};
// 改进机会
improvementOpportunities: Array<{
area: string; // 改进领域
currentPerformance: number; // 当前绩效
targetPerformance: number; // 目标绩效
improvementPotential: number; // 改进潜力
requiredActions: string[]; // 必要行动
estimatedEffort: string; // 预估工作量
expectedBenefit: string; // 预期收益
}>;
}
页面重新设计
1. 整体架构设计
interface AftercarePageArchitecture {
// 视图管理
currentView: 'overview' | 'payment' | 'evaluation' | 'retrospective' | 'archive';
// 数据状态
dataStatus: {
loading: boolean;
error?: string;
lastSyncTime?: Date;
};
// 权限控制
permissions: {
canEditPayment: boolean;
canViewEvaluation: boolean;
canSubmitEvaluation: boolean;
canGenerateRetrospective: boolean;
canArchive: boolean;
};
// 导航配置
navigation: {
steps: Array<{
id: string;
title: string;
icon: string;
status: 'pending' | 'in_progress' | 'completed';
enabled: boolean;
}>;
currentStep: number;
};
}
2. 用户界面设计
2.1 概览视图
概览仪表板：
- 进度卡片: 显示三大模块完成状态
- 关键指标: 尾款状态、客户满意度、项目效率
- 快速操作: 跳转到各功能模块
时间线: 项目关键节点时间轴
<!-- 概览视图模板 --> <div class="aftercare-overview"> <!-- 进度卡片 --> <div class="progress-cards"> <div class="progress-card" [class.completed]="paymentCompleted"> <div class="card-icon">💰</div> <h3>验收尾款</h3> <div class="progress-bar"> <div class="progress-fill" [style.width.%]="paymentProgress"></div> </div> <p class="status">{{ paymentStatusText }}</p> </div> <div class="progress-card" [class.completed]="evaluationCompleted"> <div class="card-icon">⭐</div> <h3>客户评价</h3> <div class="progress-bar"> <div class="progress-fill" [style.width.%]="evaluationProgress"></div> </div> <p class="status">{{ evaluationStatusText }}</p> </div> <div class="progress-card" [class.completed]="retrospectiveCompleted"> <div class="card-icon">📊</div> <h3>项目复盘</h3> <div class="progress-bar"> <div class="progress-fill" [style.width.%]="retrospectiveProgress"></div> </div> <p class="status">{{ retrospectiveStatusText }}</p> </div> </div> <!-- 关键指标 --> <div class="key-metrics"> <div class="metric-card"> <h4>尾款状态</h4> <div class="metric-value">{{ finalPaymentAmount }}</div> <div class="metric-change" [class.positive]="paymentTrend > 0"> {{ paymentTrend > 0 ? '↑' : '↓' }} {{ Math.abs(paymentTrend) }}% </div> </div> <div class="metric-card"> <h4>客户满意度</h4> <div class="metric-value">{{ customerSatisfaction }}/5.0</div> <div class="metric-stars"> @for (star of [1,2,3,4,5]; track star) { <span class="star" [class.filled]="star <= customerSatisfaction">★</span> } </div> </div> <div class="metric-card"> <h4>项目效率</h4> <div class="metric-value">{{ projectEfficiency }}%</div> <div class="metric-label">vs 行业平均</div> </div> </div> </div> <!-- 快速操作 --> <div class="quick-actions"> <button class="action-btn" (click)="navigateToPayment()" [disabled]="!canEditPayment"> <span class="btn-icon">💰</span> 管理尾款 </button> <button class="action-btn" (click)="navigateToEvaluation()" [disabled]="!canViewEvaluation"> <span class="btn-icon">⭐</span> 查看评价 </button> <button class="action-btn" (click)="generateRetrospective()" [disabled]="!canGenerateRetrospective"> <span class="btn-icon">📊</span> 生成复盘 </button> <button class="action-btn primary" (click)="archiveProject()" [disabled]="!canArchive"> <span class="btn-icon">📁</span> 归档项目 </button> </div> </div>
2.2 尾款管理视图
智能尾款管理：
- 分摊显示: 按Product分摊显示尾款明细
- OCR识别: 自动识别支付凭证信息
- 状态追踪: 实时显示支付进度
提醒功能: 逾期提醒和付款通知
interface PaymentManagementComponent { // 尾款数据 finalPayment: FinalPaymentModule; // 产品分摊 productAllocation: Array<{ product: Parse.Object; allocation: PaymentAllocation; status: 'pending' | 'partial' | 'completed'; }>; // OCR处理 ocrProcessing: { isProcessing: boolean; progress: number; result?: OCRResult; }; // 上传管理 uploadManagement: { multipleUpload: boolean; dragDropEnabled: boolean; supportedFormats: string[]; maxFileSize: number; }; }
2.3 客户评价视图
交互式评价界面：
- 引导式评价: 分步骤引导客户完成评价
- 可视化反馈: 支持图片、语音等多媒体评价
- 实时预览: 评价内容实时预览和确认
奖励机制: 评价完成后的客户激励
<!-- 客户评价模板 --> <div class="customer-evaluation"> <!-- 评价引导 --> <div class="evaluation-wizard"> <div class="wizard-steps"> <div class="step" [class.active]="currentStep === 1" [class.completed]="stepCompleted(1)"> <span class="step-number">1</span> <span class="step-label">整体评价</span> </div> <div class="step" [class.active]="currentStep === 2" [class.completed]="stepCompleted(2)"> <span class="step-number">2</span> <span class="step-label">分项评分</span> </div> <div class="step" [class.active]="currentStep === 3" [class.completed]="stepCompleted(3)"> <span class="step-number">3</span> <span class="step-label">详细反馈</span> </div> <div class="step" [class.active]="currentStep === 4" [class.completed]="stepCompleted(4)"> <span class="step-number">4</span> <span class="step-label">确认提交</span> </div> </div> </div> <!-- 评价内容 --> <div class="evaluation-content"> <!-- 整体评价 --> @if (currentStep === 1) { <div class="overall-evaluation"> <h3>您对整体服务的评价如何？</h3> <div class="rating-scale"> @for (rating of [1,2,3,4,5]; track rating) { <button class="rating-btn" (click)="setOverallRating(rating)"> <span class="rating-number">{{ rating }}</span> <span class="rating-label">{{ getRatingLabel(rating) }}</span> </button> } </div> <textarea class="evaluation-textarea" placeholder="请分享您的整体体验..." [(ngModel)]="evaluation.overallComments"> </textarea> </div> } <!-- 分项评分 --> @if (currentStep === 2) { <div class="dimension-evaluation"> @for (dimension of evaluationDimensions; track dimension) { <div class="dimension-item"> <h4>{{ dimension.label }}</h4> <p class="dimension-desc">{{ dimension.description }}</p> <div class="star-rating"> @for (star of [1,2,3,4,5]; track star) { <span class="star" [class.filled]="star <= dimension.rating" (click)="setDimensionRating(dimension.key, star)"> ★ </span> } </div> </div> } </div> } <!-- 详细反馈 --> @if (currentStep === 3) { <div class="detailed-feedback"> <div class="feedback-section"> <h4>最喜欢的方面</h4> <div class="feedback-tags"> @for (tag of positiveTags; track tag) { <span class="feedback-tag" (click)="toggleTag(tag, 'positive')"> {{ tag }} </span> } </div> </div> <div class="feedback-section"> <h4>希望改进的方面</h4> <div class="feedback-tags"> @for (tag of improvementTags; track tag) { <span class="feedback-tag" (click)="toggleTag(tag, 'improvement')"> {{ tag }} </span> } </div> </div> <div class="feedback-section"> <h4>照片反馈</h4> <div class="photo-upload"> <div class="upload-area" (drop)="onPhotoDrop($event)" (dragover)="onDragOver($event)"> <span class="upload-icon">📷</span> <p>上传实际效果照片</p> <input type="file" accept="image/*" multiple (change)="onPhotoSelect($event)"> </div> <div class="uploaded-photos"> @for (photo of uploadedPhotos; track photo) { <div class="photo-item"> <img [src]="photo.url" [alt]="photo.description"> <button class="remove-btn" (click)="removePhoto(photo.id)">×</button> </div> } </div> </div> </div> </div> } </div> </div>
2.4 项目复盘视图
数据驱动复盘：
- 可视化图表: 时间线、效率分析、质量统计
- 团队绩效: 个人和团队的多维度分析
- 智能洞察: AI生成的关键发现和建议
对比分析: 与历史项目和行业基准对比
interface RetrospectiveVisualization { // 时间线可视化 timelineChart: { type: 'gantt' | 'timeline'; data: Array<{ phase: string; planned: DateRange; actual: DateRange; participants: string[]; efficiency: number; }>; }; // 效率分析图表 efficiencyCharts: { radarChart: { dimensions: string[]; teamData: number[][]; benchmarkData: number[]; }; barChart: { categories: string[]; planned: number[]; actual: number[]; }; }; // 团队绩效矩阵 teamMatrix: { members: string[]; metrics: string[]; data: number[][]; heatmap: boolean; }; // 趋势分析 trendAnalysis: { timeSeries: Array<{ date: Date; efficiency: number; quality: number; satisfaction: number; }>; projections: Array<{ futureDate: Date; predictedEfficiency: number; confidence: number; }>; }; }
3. 交互体验优化
3.1 响应式设计
多设备适配：
- 桌面端: 三栏布局，信息密度高
- 平板端: 两栏布局，适中的信息密度
- 手机端: 单栏布局，卡片式展示
3.2 实时协作
多用户协同：
- 实时状态: 显示其他用户当前操作
- 冲突解决: 多人编辑时的冲突处理
- 消息通知: 重要操作的实时通知
- 版本控制: 数据变更的版本管理
3.3 智能化辅助
AI辅助功能：
- 智能提示: 基于历史数据的操作建议
- 自动填充: 常用信息的自动填充
- 异常检测: 数据异常的自动识别和提醒
- 预测分析: 基于当前数据的结果预测
数据分析具体方法
1. 项目效率分析算法
1.1 时间效率计算
class ProjectEfficiencyAnalyzer {
/**
* 计算整体项目效率
*/
calculateOverallEfficiency(projectData: ProjectData): EfficiencyScore {
const { plannedDuration, actualDuration, milestones, teamWorkload } = projectData;
// 时间效率 = 计划时间 / 实际时间
const timeEfficiency = Math.min(1.0, plannedDuration / actualDuration) * 100;
// 里程碑完成率
const milestoneCompletionRate = this.calculateMilestoneCompletionRate(milestones);
// 资源利用效率
const resourceUtilization = this.calculateResourceUtilization(teamWorkload);
// 质量效率（基于修改率）
const qualityEfficiency = this.calculateQualityEfficiency(projectData.quality);
// 综合效率评分（加权平均）
const weights = {
time: 0.3,
milestones: 0.25,
resources: 0.25,
quality: 0.2
};
const overallEfficiency =
timeEfficiency * weights.time +
milestoneCompletionRate * weights.milestones +
resourceUtilization * weights.resources +
qualityEfficiency * weights.quality;
return {
overallScore: Math.round(overallEfficiency),
timeEfficiency: Math.round(timeEfficiency),
milestoneCompletionRate: Math.round(milestoneCompletionRate),
resourceUtilization: Math.round(resourceUtilization),
qualityEfficiency: Math.round(qualityEfficiency),
grade: this.getEfficiencyGrade(overallEfficiency)
};
}
/**
* 识别效率瓶颈
*/
identifyEfficiencyBottlenecks(projectData: ProjectData): Array<{
stage: string;
issue: string;
impact: number;
suggestion: string;
priority: 'high' | 'medium' | 'low';
}> {
const bottlenecks = [];
// 分析各阶段效率
for (const stage of projectData.stages) {
const stageEfficiency = this.calculateStageEfficiency(stage);
if (stageEfficiency < 0.7) { // 效率低于70%
bottlenecks.push({
stage: stage.name,
issue: `${stage.name}阶段效率偏低`,
impact: (0.7 - stageEfficiency) * 100,
suggestion: this.generateEfficiencySuggestion(stage),
priority: stageEfficiency < 0.5 ? 'high' : 'medium'
});
}
}
// 分析团队协作问题
const collaborationIssues = this.analyzeCollaborationIssues(projectData);
bottlenecks.push(...collaborationIssues);
return bottlenecks.sort((a, b) => b.impact - a.impact);
}
}
}
2. 团队绩效分析模型
2.1 个人绩效评估
class TeamPerformanceAnalyzer {
/**
* 评估团队成员绩效
*/
evaluateMemberPerformance(
memberId: string,
projectData: ProjectData,
changeLogs: ProjectChange[]
): TeamMemberPerformance {
// 获取成员相关的数据
const memberData = this.extractMemberData(memberId, projectData, changeLogs);
// 工作量评估
const workloadScore = this.evaluateWorkload(memberData);
// 效率评估
const efficiencyScore = this.evaluateEfficiency(memberData);
// 质量评估
const qualityScore = this.evaluateQuality(memberData);
// 协作评估
const collaborationScore = this.evaluateCollaboration(memberData, changeLogs);
// 创新评估
const innovationScore = this.evaluateInnovation(memberData);
// 综合绩效评分
const overallScore = this.calculateOverallScore({
workload: workloadScore,
efficiency: efficiencyScore,
quality: qualityScore,
collaboration: collaborationScore,
innovation: innovationScore
});
return {
memberId,
overallScore,
workloadScore,
efficiencyScore,
qualityScore,
collaborationScore,
innovationScore,
strengths: this.identifyStrengths({
workload: workloadScore,
efficiency: efficiencyScore,
quality: qualityScore,
collaboration: collaborationScore,
innovation: innovationScore
}),
improvements: this.identifyImprovements({
workload: workloadScore,
efficiency: efficiencyScore,
quality: qualityScore,
collaboration: collaborationScore,
innovation: innovationScore
}),
recommendations: this.generateRecommendations(overallScore),
ranking: this.calculateRanking(memberId, overallScore, projectData)
};
}
/**
* 分析协作表现
*/
private evaluateCollaboration(memberData: any, changeLogs: ProjectChange[]): number {
const collaborationMetrics = {
communicationFrequency: 0,
responseTime: 0,
coordinationScore: 0,
knowledgeSharing: 0,
conflictResolution: 0
};
// 分析ProjectChange中的协作行为
const memberChanges = changeLogs.filter(log =>
log.profile.objectId === memberData.memberId
);
for (const change of memberChanges) {
switch (change.changeType) {
case 'communication':
collaborationMetrics.communicationFrequency += 1;
break;
case 'coordination':
collaborationMetrics.coordinationScore += 1;
break;
case 'knowledge_sharing':
collaborationMetrics.knowledgeSharing += 1;
break;
case 'conflict_resolution':
collaborationMetrics.conflictResolution += 1;
break;
}
// 计算响应时间
if (change.duration && change.duration < 3600000) { // 1小时内响应
collaborationMetrics.responseTime += 1;
}
}
// 归一化评分
const maxChanges = Math.max(...Object.values(collaborationMetrics));
const normalizedMetrics = Object.fromEntries(
Object.entries(collaborationMetrics).map(([key, value]) => [
key,
maxChanges > 0 ? value / maxChanges : 0
])
);
// 加权平均
const weights = {
communicationFrequency: 0.25,
responseTime: 0.3,
coordinationScore: 0.2,
knowledgeSharing: 0.15,
conflictResolution: 0.1
};
return Object.entries(weights).reduce((score, [metric, weight]) => {
return score + normalizedMetrics[metric] * weight;
}, 0) * 100;
}
}
}
3. 客户满意度分析
3.1 满意度趋势分析
class SatisfactionAnalyzer {
/**
* 分析客户满意度趋势
*/
analyzeSatisfactionTrends(
projectData: ProjectData,
feedbackHistory: ProjectFeedback[]
): SatisfactionAnalysis {
// 计算当前满意度
const currentSatisfaction = this.calculateCurrentSatisfaction(feedbackHistory);
// 分析历史趋势
const trendAnalysis = this.analyzeHistoricalTrends(feedbackHistory);
// 识别满意度驱动因素
const drivers = this.identifySatisfactionDrivers(feedbackHistory);
// 预测满意度
const prediction = this.predictSatisfaction(projectData, drivers);
return {
currentScore: currentSatisfaction.overallScore,
dimensionScores: currentSatisfaction.dimensionScores,
trend: trendAnalysis,
keyDrivers: drivers,
prediction: prediction,
improvementAreas: this.identifyImprovementAreas(currentSatisfaction, drivers),
recommendations: this.generateSatisfactionRecommendations(currentSatisfaction, drivers)
};
}
/**
* 识别满意度关键驱动因素
*/
private identifySatisfactionDrivers(feedback: ProjectFeedback[]): Array<{
factor: string;
impact: number;
correlation: number;
description: string;
}> {
const drivers = [];
// 分析各维度与整体满意度的相关性
const dimensions = ['designQuality', 'serviceAttitude', 'deliveryTimeliness', 'valueForMoney'];
for (const dimension of dimensions) {
const correlation = this.calculateCorrelation(
feedback.map(f => this.getDimensionScore(f, dimension)),
feedback.map(f => f.rating || 0)
);
if (Math.abs(correlation) > 0.5) { // 相关性阈值
drivers.push({
factor: dimension,
impact: Math.abs(correlation) * 100,
correlation: correlation,
description: this.getDriverDescription(dimension, correlation)
});
}
}
return drivers.sort((a, b) => b.impact - a.impact);
}
}
}
4. 项目复盘洞察生成
4.1 AI驱动的洞察生成
class RetrospectiveInsightGenerator {
/**
* 生成项目复盘洞察
*/
async generateInsights(projectData: ProjectData): Promise<RetrospectiveInsights> {
// 1. 数据预处理和特征提取
const features = await this.extractFeatures(projectData);
// 2. 模式识别
const patterns = this.identifyPatterns(features);
// 3. 异常检测
const anomalies = this.detectAnomalies(features);
// 4. 根因分析
const rootCauses = this.analyzeRootCauses(patterns, anomalies);
// 5. 生成洞察
const insights = await this.generateInsightsFromData(patterns, anomalies, rootCauses);
return {
summary: this.generateExecutiveSummary(insights),
highlights: insights.highlights,
challenges: insights.challenges,
rootCauses: insights.rootCauses,
lessons: insights.lessons,
recommendations: insights.recommendations,
actionItems: this.generateActionItems(insights),
riskFactors: this.identifyFutureRisks(insights),
successFactors: this.identifySuccessFactors(insights)
};
}
/**
* 识别项目模式
*/
private identifyPatterns(features: ProjectFeatures): Array<{
type: 'positive' | 'negative' | 'neutral';
pattern: string;
confidence: number;
evidence: string[];
impact: string;
}> {
const patterns = [];
// 识别高效模式
if (features.efficiencyPattern === 'consistent_high') {
patterns.push({
type: 'positive',
pattern: '持续高效执行',
confidence: 0.85,
evidence: [
'各阶段效率均高于80%',
'里程碑按时完成率100%',
'资源利用率稳定在75%-85%'
],
impact: '项目执行效率优秀，团队协作顺畅'
});
}
// 识别协作问题模式
if (features.collaborationIssues.length > 2) {
patterns.push({
type: 'negative',
pattern: '跨团队协作障碍',
confidence: 0.75,
evidence: features.collaborationIssues,
impact: '影响项目进度，增加沟通成本'
});
}
// 识别客户需求变化模式
if (features.requirementChanges > 3) {
patterns.push({
type: 'neutral',
pattern: '需求频繁变更',
confidence: 0.8,
evidence: [
`需求变更次数: ${features.requirementChanges}`,
'平均变更间隔: 7天',
'变更影响范围: 中等'
],
impact: '需要加强需求管理和变更控制'
});
}
return patterns;
}
}
实施建议
1. 技术实施方案
1.1 数据迁移策略
- 渐进式迁移: 保留现有功能，逐步添加新特性
- 数据兼容: 确保现有ProjectPayment和ProjectFeedback数据兼容
- 向后兼容: API设计保持向后兼容性
1.2 性能优化
- 数据缓存: 复杂分析结果的缓存机制
- 异步处理: OCR识别和AI分析的异步处理
- 分页加载: 大数据集的分页加载
2. 用户体验优化
2.1 引导和帮助
- 新手引导: 首次使用时的操作引导
- 上下文帮助: 各功能模块的即时帮助
- 错误恢复: 操作失败时的友好提示和恢复建议
2.2 移动端适配
- 响应式设计: 完整的移动端适配
- 触摸优化: 触摸操作的优化
- 离线支持: 关键功能的离线缓存
3. 数据分析应用
3.1 实时监控
- 效率仪表板: 项目效率的实时监控
- 质量追踪: 项目质量的持续追踪
- 团队状态: 团队成员状态的实时更新
3.2 预测分析
- 风险预警: 项目风险的早期预警
- 效率预测: 基于历史数据的效率预测
- 资源规划: 基于分析结果的资源规划建议
总结
通过重新设计项目售后归档模块，实现了：
✅ 完整功能覆盖 - 验收尾款、客户评价、项目复盘三大核心功能 ✅ 智能化升级 - OCR识别、AI复盘、智能评价引导 ✅ 数据驱动决策 - 多维度数据分析和洞察生成 ✅ 用户体验优化 - 响应式设计、实时协作、智能辅助 ✅ 科学绩效评估 - 团队成员效率的量化分析和评估
该方案将为项目管理提供强大的数据支持，帮助团队持续改进和优化项目执行效率。