diff --git a/app/api/performance-survey/[...path]/route.ts b/app/api/performance-survey/[...path]/route.ts
index 6932454..6b1d78b 100644
--- a/app/api/performance-survey/[...path]/route.ts
+++ b/app/api/performance-survey/[...path]/route.ts
@@ -37,6 +37,16 @@ import {
   savePerformanceSurveyAdminTemplate,
   clonePerformanceSurveyAdminTemplateVersion,
   publishPerformanceSurveyAdminTemplateVersion,
+  archivePerformanceSurveyAdminPositionAssignment,
+  copyPerformanceSurveyAdminPositionGroup,
+  createPerformanceSurveyAdminPositionAssignments,
+  createPerformanceSurveyAdminPositionGroup,
+  listPerformanceSurveyAdminConfigAuditLogs,
+  listPerformanceSurveyAdminPositionAssignments,
+  previewPerformanceSurveyAdminPositionGroup,
+  removePerformanceSurveyAdminPositionGroup,
+  removePerformanceSurveyAdminTemplate,
+  updatePerformanceSurveyAdminPositionAssignment,
 } from '@/lib/performance-survey-service'
 
 export const runtime = 'nodejs'
@@ -165,6 +175,24 @@ export async function GET(request: Request, context: RouteContext) {
       return ok(await getPerformanceSurveyNotificationStatus(session))
     }
 
+    if (
+      path[0] === 'admin'
+      && path[1] === 'position-groups'
+      && path[2]
+      && path[3] === 'preview'
+      && path.length === 4
+    ) {
+      return ok(await previewPerformanceSurveyAdminPositionGroup(session, path[2], url.searchParams))
+    }
+
+    if (path[0] === 'admin' && path[1] === 'position-assignments' && path.length === 2) {
+      return ok(await listPerformanceSurveyAdminPositionAssignments(session, url.searchParams))
+    }
+
+    if (path[0] === 'admin' && path[1] === 'config-audit-logs' && path.length === 2) {
+      return ok(await listPerformanceSurveyAdminConfigAuditLogs(session, url.searchParams))
+    }
+
     if (path[0] === 'admin' && path[1] === 'config') {
       return ok(await getPerformanceSurveyAdminConfiguration(session, url.searchParams))
     }
@@ -224,10 +252,34 @@ export async function POST(request: Request, context: RouteContext) {
       return ok(await syncPerformanceSurveyEmployeeProfiles(session, body))
     }
 
-    if (path[0] === 'admin' && path[1] === 'position-groups' && path[2] && path[3] === 'publish') {
+    if (path[0] === 'admin' && path[1] === 'position-groups' && path.length === 2) {
+      return ok(await createPerformanceSurveyAdminPositionGroup(session, body), { status: 201 })
+    }
+
+    if (
+      path[0] === 'admin'
+      && path[1] === 'position-groups'
+      && path[2]
+      && path[3] === 'copy'
+      && path.length === 4
+    ) {
+      return ok(await copyPerformanceSurveyAdminPositionGroup(session, path[2], body), { status: 201 })
+    }
+
+    if (
+      path[0] === 'admin'
+      && path[1] === 'position-groups'
+      && path[2]
+      && path[3] === 'publish'
+      && path.length === 4
+    ) {
       return ok(await publishPerformanceSurveyAdminPositionGroup(session, path[2], body))
     }
 
+    if (path[0] === 'admin' && path[1] === 'position-assignments' && path.length === 2) {
+      return ok(await createPerformanceSurveyAdminPositionAssignments(session, body), { status: 201 })
+    }
+
     if (path[0] === 'admin' && path[1] === 'templates' && path.length === 2) {
       return ok(await savePerformanceSurveyAdminTemplate(session, body), { status: 201 })
     }
@@ -272,6 +324,34 @@ export async function PATCH(request: Request, context: RouteContext) {
       return ok(await savePerformanceSurveyAdminTemplate(session, { ...body, versionId: path[2] }))
     }
 
+    if (path[0] === 'admin' && path[1] === 'position-assignments' && path[2] && path.length === 3) {
+      return ok(await updatePerformanceSurveyAdminPositionAssignment(session, path[2], body))
+    }
+
+    return NextResponse.json({ success: false, error: '接口不存在' }, { status: 404 })
+  } catch (error) {
+    return errorResponse(error)
+  }
+}
+
+export async function DELETE(request: Request, context: RouteContext) {
+  try {
+    const session = await getSession(request)
+    const path = getPath(context)
+    const body = await request.json().catch(() => ({}))
+
+    if (path[0] === 'admin' && path[1] === 'position-groups' && path[2] && path.length === 3) {
+      return ok(await removePerformanceSurveyAdminPositionGroup(session, path[2], body))
+    }
+
+    if (path[0] === 'admin' && path[1] === 'templates' && path[2] && path.length === 3) {
+      return ok(await removePerformanceSurveyAdminTemplate(session, path[2], body))
+    }
+
+    if (path[0] === 'admin' && path[1] === 'position-assignments' && path[2] && path.length === 3) {
+      return ok(await archivePerformanceSurveyAdminPositionAssignment(session, path[2], body))
+    }
+
     return NextResponse.json({ success: false, error: '接口不存在' }, { status: 404 })
   } catch (error) {
     return errorResponse(error)
diff --git a/app/performance-survey/PerformanceSurveyAdminConfig.test.tsx b/app/performance-survey/PerformanceSurveyAdminConfig.test.tsx
index 80ff5bb..1e84e84 100644
--- a/app/performance-survey/PerformanceSurveyAdminConfig.test.tsx
+++ b/app/performance-survey/PerformanceSurveyAdminConfig.test.tsx
@@ -3,6 +3,30 @@
 import { fireEvent, render, screen, waitFor } from '@testing-library/react'
 import { PerformanceSurveyAdminConfig } from './PerformanceSurveyAdminConfig'
 
+const templateDefinition = {
+  code: 'visual_review',
+  name: '视觉案例评分',
+  shortName: '视觉评分',
+  description: '视觉案例评分',
+  surveyType: 'visual_case',
+  weight: 1,
+  maxTotal: 120,
+  questionMaxScore: 20,
+  requiredWorkItemCount: 3,
+  workItemImageRequired: true,
+  questions: [{ id: 'quality', title: '作品质量', maxScore: 20 }],
+  scoreBands: [],
+  workflow: {
+    stages: [{
+      key: 'review',
+      label: '终评',
+      order: 0,
+      reviewers: [{ source: 'direct_manager', label: '直属主管' }],
+    }],
+    scoring: { mode: 'final_reviewer', stageKey: 'review', reviewerSource: 'direct_manager' },
+  },
+} as const
+
 const config = {
   month: '2026-07',
   groups: [{
@@ -27,6 +51,17 @@ const config = {
       templateVersionIds: ['version-1'],
     },
     draftPlan: null,
+  }, {
+    id: 'group-2',
+    code: 'ai_designer',
+    name: 'AI 技术设计师',
+    sortOrder: 20,
+    isActive: true,
+    status: 'pending',
+    memberCount: 2,
+    rules: [],
+    effectivePlan: null,
+    draftPlan: null,
   }],
   templates: [{
     id: 'template-1',
@@ -40,28 +75,26 @@ const config = {
       version: 1,
       status: 'published',
       effectiveMonth: '2026-07',
+      definition: templateDefinition,
+    }],
+  }, {
+    id: 'template-2',
+    code: 'course_share',
+    name: '课程分享',
+    description: '课程分享',
+    surveyType: 'item_course',
+    isActive: true,
+    versions: [{
+      id: 'version-2',
+      version: 1,
+      status: 'published',
+      effectiveMonth: '2026-07',
       definition: {
-        code: 'visual_review',
-        name: '视觉案例评分',
-        shortName: '视觉评分',
-        description: '视觉案例评分',
-        surveyType: 'visual_case',
-        weight: 1,
-        maxTotal: 120,
-        questionMaxScore: 20,
-        requiredWorkItemCount: 3,
-        workItemImageRequired: true,
-        questions: [{ id: 'quality', title: '作品质量', maxScore: 20 }],
-        scoreBands: [],
-        workflow: {
-          stages: [{
-            key: 'review',
-            label: '终评',
-            order: 0,
-            reviewers: [{ source: 'direct_manager', label: '直属主管' }],
-          }],
-          scoring: { mode: 'final_reviewer', stageKey: 'review', reviewerSource: 'direct_manager' },
-        },
+        ...templateDefinition,
+        code: 'course_share',
+        name: '课程分享',
+        shortName: '课程分享',
+        surveyType: 'item_course',
       },
     }],
   }],
@@ -69,42 +102,161 @@ const config = {
     unmatched: [{ id: 'employee-1', displayName: '待配置人员', departmentPath: '集团/品牌中心', positionTitle: '设计师' }],
     conflicts: [],
   },
-} as const
+} as any
+
+function createRequest() {
+  return jest.fn(async (path: string, options?: RequestInit) => {
+    if (path.startsWith('/admin/config?')) return config
+    if (path.startsWith('/admin/config-audit-logs')) return { items: [] }
+    if (path.startsWith('/admin/position-assignments?')) {
+      return {
+        items: [{
+          id: 'employee-1',
+          employeeId: 'employee-1',
+          displayName: '张三',
+          departmentName: '品牌中心',
+          positionTitle: '设计师',
+          participation: 'unassigned',
+        }],
+        total: 1,
+        page: 1,
+        pageSize: 200,
+      }
+    }
+    if (path.endsWith('/preview?month=2026-07')) {
+      return {
+        memberCount: 6,
+        conflictCount: 0,
+        draftPlanId: 'plan-1',
+        draftVersion: 2,
+        draftUpdatedAt: '2026-07-23T10:00:00.000Z',
+      }
+    }
+    if (path === '/admin/position-groups' && options?.method === 'POST') return { id: 'group-3' }
+    if (path.endsWith('/clone')) return { id: 'draft-version-2' }
+    return {}
+  })
+}
 
 describe('PerformanceSurveyAdminConfig', () => {
-  test('岗位配置使用岗位列表和右侧编辑区，并展示配置问题', async () => {
-    const request = jest.fn().mockResolvedValue(config)
-    render(<PerformanceSurveyAdminConfig mode="positions" request={request} />)
+  beforeEach(() => {
+    jest.spyOn(window, 'confirm').mockReturnValue(true)
+    Object.defineProperty(window, 'matchMedia', {
+      configurable: true,
+      value: jest.fn().mockReturnValue({ matches: false }),
+    })
+  })
+
+  afterEach(() => {
+    jest.restoreAllMocks()
+  })
+
+  test('概览展示岗位、人员、模板和月度方案状态', async () => {
+    const request = createRequest()
+    render(<PerformanceSurveyAdminConfig mode="overview" request={request} />)
 
     expect(screen.getByText('配置加载中...')).toBeInTheDocument()
-    await waitFor(() => expect(screen.getByText('品牌设计师')).toBeInTheDocument())
-    expect(screen.getByText('人员匹配规则')).toBeInTheDocument()
-    expect(screen.getByText('考核项与顺序')).toBeInTheDocument()
-    expect(screen.getByText(/未匹配 1 人/)).toBeInTheDocument()
-    expect(screen.getByText('待配置人员')).toBeInTheDocument()
-    expect(request).toHaveBeenCalledWith(expect.stringContaining('/admin/config?month='))
+    await waitFor(() => expect(screen.getByRole('heading', { name: '2026-07 配置概览' })).toBeInTheDocument())
+    expect(screen.getByRole('rowheader', { name: '岗位' })).toBeInTheDocument()
+    expect(screen.getByText('未匹配 1 人')).toBeInTheDocument()
+    expect(request).toHaveBeenCalledWith(expect.stringContaining('/admin/config-audit-logs'))
   })
 
-  test('模板管理展示版本状态、评分项和评审流程', async () => {
-    const request = jest.fn().mockResolvedValue(config)
-    render(<PerformanceSurveyAdminConfig mode="templates" request={request} />)
+  test('岗位编辑产生 dirty 状态并保护岗位切换', async () => {
+    const request = createRequest()
+    const onDirtyChange = jest.fn()
+    render(<PerformanceSurveyAdminConfig mode="positions" request={request} onDirtyChange={onDirtyChange} />)
 
-    await waitFor(() => expect(screen.getAllByText('视觉案例评分').length).toBeGreaterThan(0))
-    expect(screen.getByText('评分项')).toBeInTheDocument()
-    expect(screen.getByText('评审流程')).toBeInTheDocument()
-    expect(screen.getByText(/v1 · 已发布/)).toBeInTheDocument()
+    await waitFor(() => expect(screen.getByLabelText('岗位名称')).toHaveValue('品牌设计师'))
+    fireEvent.change(screen.getByLabelText('岗位名称'), { target: { value: '品牌视觉设计师' } })
+    expect(onDirtyChange).toHaveBeenLastCalledWith(true)
+
+    ;(window.confirm as jest.Mock).mockReturnValueOnce(false)
+    fireEvent.click(screen.getByRole('button', { name: /AI 技术设计师/ }))
+    expect(screen.getByLabelText('岗位名称')).toHaveValue('品牌视觉设计师')
+
+    ;(window.confirm as jest.Mock).mockReturnValueOnce(true)
+    fireEvent.click(screen.getByRole('button', { name: /AI 技术设计师/ }))
+    await waitFor(() => expect(screen.getByLabelText('岗位名称')).toHaveValue('AI 技术设计师'))
   })
 
-  test('岗位发布失败时直接展示服务端业务错误', async () => {
-    const request = jest.fn().mockImplementation((path: string) => (
-      path.startsWith('/admin/config')
-        ? Promise.resolve(config)
-        : Promise.reject(new Error('岗位规则存在重复匹配人员'))
-    ))
+  test('新增岗位使用确定的 collection POST 契约', async () => {
+    const request = createRequest()
     render(<PerformanceSurveyAdminConfig mode="positions" request={request} />)
-
     await waitFor(() => expect(screen.getByText('品牌设计师')).toBeInTheDocument())
+
+    fireEvent.click(screen.getByRole('button', { name: '新增岗位' }))
+    fireEvent.change(screen.getByLabelText('新岗位代码'), { target: { value: 'new_designer' } })
+    fireEvent.change(screen.getByLabelText('新岗位名称'), { target: { value: '新设计岗位' } })
+    fireEvent.click(screen.getByRole('button', { name: '确认创建' }))
+
+    await waitFor(() => expect(request).toHaveBeenCalledWith('/admin/position-groups', expect.objectContaining({
+      method: 'POST',
+      body: JSON.stringify({ code: 'new_designer', name: '新设计岗位', effectiveMonth: '2026-07' }),
+    })))
+  })
+
+  test('人员批量分配提交最终 REST 请求体', async () => {
+    const request = createRequest()
+    render(<PerformanceSurveyAdminConfig mode="people" request={request} />)
+
+    await waitFor(() => expect(screen.getByText('张三')).toBeInTheDocument())
+    fireEvent.click(screen.getByLabelText('选择 张三'))
+    fireEvent.change(screen.getByLabelText('批量分配操作'), { target: { value: 'group-1' } })
+    fireEvent.change(screen.getByLabelText('本次调整原因'), { target: { value: '部门异动' } })
+    fireEvent.click(screen.getByRole('button', { name: '应用分配' }))
+
+    await waitFor(() => {
+      const call = request.mock.calls.find(([path, options]) => (
+        path === '/admin/position-assignments' && options?.method === 'POST'
+      ))
+      expect(call).toBeDefined()
+      expect(JSON.parse(String(call?.[1]?.body || '{}'))).toEqual({
+        employeeIds: ['employee-1'],
+        effectiveFromMonth: '2026-07',
+        effectiveToMonth: null,
+        assignmentType: 'position',
+        positionGroupId: 'group-1',
+        reason: '部门异动',
+      })
+    })
+  })
+
+  test('模板发布前要求先保存 dirty 草稿，并提供复制与归档入口', async () => {
+    const request = createRequest()
+    render(<PerformanceSurveyAdminConfig mode="templates" request={request} />)
+    await waitFor(() => expect(screen.getByText(/v1 · 已发布/)).toBeInTheDocument())
+
+    fireEvent.click(screen.getByRole('button', { name: '复制为新草稿' }))
+    await waitFor(() => expect(request).toHaveBeenCalledWith('/admin/templates/version-1/clone', expect.objectContaining({ method: 'POST' })))
+
+    fireEvent.change(screen.getByLabelText('模板名称'), { target: { value: '新视觉评分' } })
     fireEvent.click(screen.getByRole('button', { name: /发布至/ }))
-    await waitFor(() => expect(screen.getByText('岗位规则存在重复匹配人员')).toBeInTheDocument())
+    expect(await screen.findByText('请先保存模板草稿，再执行发布')).toBeInTheDocument()
+    expect(screen.getByRole('button', { name: '归档模板' })).toBeInTheDocument()
+  })
+
+  test('月度方案可添加排序模板并经过影响确认后发布', async () => {
+    const request = createRequest()
+    render(<PerformanceSurveyAdminConfig mode="plans" request={request} />)
+    await waitFor(() => expect(screen.getByRole('heading', { name: '2026-07 月度方案' })).toBeInTheDocument())
+
+    const courseLabel = screen.getByText('课程分享').closest('label')
+    expect(courseLabel).not.toBeNull()
+    fireEvent.click(courseLabel!.querySelector('input')!)
+    fireEvent.click(screen.getByRole('button', { name: '发布前检查' }))
+
+    await waitFor(() => expect(screen.getByRole('region', { name: '发布影响确认' })).toBeInTheDocument())
+    fireEvent.click(screen.getByRole('button', { name: '确认发布至 2026-07' }))
+
+    await waitFor(() => expect(request).toHaveBeenCalledWith('/admin/position-groups/group-1/publish', expect.objectContaining({
+      method: 'POST',
+      body: JSON.stringify({
+        effectiveMonth: '2026-07',
+        draftPlanId: 'plan-1',
+        draftVersion: 2,
+        draftUpdatedAt: '2026-07-23T10:00:00.000Z',
+      }),
+    })))
   })
 })
diff --git a/app/performance-survey/PerformanceSurveyAdminConfig.tsx b/app/performance-survey/PerformanceSurveyAdminConfig.tsx
index c5ed914..d4fb291 100644
--- a/app/performance-survey/PerformanceSurveyAdminConfig.tsx
+++ b/app/performance-survey/PerformanceSurveyAdminConfig.tsx
@@ -1,8 +1,14 @@
 'use client'
 
 import { useCallback, useEffect, useMemo, useRef, useState } from 'react'
+import {
+  PerformanceSurveyAdminPeople,
+  type PerformanceSurveyAdminRequest,
+} from './PerformanceSurveyAdminPeople'
 
-type RequestFn = <T>(path: string, options?: RequestInit) => Promise<T>
+type RequestFn = PerformanceSurveyAdminRequest
+
+export type PerformanceSurveyAdminMode = 'overview' | 'positions' | 'people' | 'templates' | 'plans'
 
 type RuleDraft = {
   departmentPathPrefix: string
@@ -54,6 +60,7 @@ type TemplateVersion = {
   version: number
   status: 'draft' | 'published' | 'archived'
   effectiveMonth?: string | null
+  publishedAt?: string | null
   definition: TemplateDefinition
 }
 
@@ -99,6 +106,59 @@ type AdminConfig = {
   }
 }
 
+type ConfigAudit = {
+  id: string
+  action?: string
+  resourceType?: string
+  targetType?: string
+  resourceName?: string
+  actorName?: string
+  createdAt?: string
+  summary?: string
+}
+
+const adminConfigApi = {
+  configuration(request: RequestFn, month: string) {
+    return request<AdminConfig>(`/admin/config?month=${encodeURIComponent(month)}`)
+  },
+  auditLogs(request: RequestFn, month: string) {
+    return request<ConfigAudit[] | { items?: ConfigAudit[] }>(
+      `/admin/config-audit-logs?month=${encodeURIComponent(month)}&pageSize=20`,
+    )
+  },
+  createPositionGroup(request: RequestFn, input: { code: string; name: string; effectiveMonth: string }) {
+    return request<{ id?: string; group?: { id?: string } }>('/admin/position-groups', {
+      method: 'POST',
+      body: JSON.stringify(input),
+    })
+  },
+  copyPositionGroup(
+    request: RequestFn,
+    groupId: string,
+    input: { code: string; name: string; month: string; reason: string },
+  ) {
+    return request<{ id?: string; group?: { id?: string } }>(`/admin/position-groups/${groupId}/copy`, {
+      method: 'POST',
+      body: JSON.stringify(input),
+    })
+  },
+  previewPositionGroup(request: RequestFn, groupId: string, month: string) {
+    return request<any>(`/admin/position-groups/${groupId}/preview?month=${encodeURIComponent(month)}`)
+  },
+  archivePositionGroup(request: RequestFn, groupId: string, reason: string) {
+    return request(`/admin/position-groups/${groupId}`, {
+      method: 'DELETE',
+      body: JSON.stringify({ mode: 'auto', reason }),
+    })
+  },
+  deleteOrArchiveTemplate(request: RequestFn, templateId: string, reason: string) {
+    return request(`/admin/templates/${templateId}`, {
+      method: 'DELETE',
+      body: JSON.stringify({ mode: 'auto', reason }),
+    })
+  },
+}
+
 function currentMonth() {
   const now = new Date()
   return `${now.getFullYear()}-${String(now.getMonth() + 1).padStart(2, '0')}`
@@ -143,98 +203,337 @@ function reviewerSourceLabel(source: ReviewerSource) {
 export function PerformanceSurveyAdminConfig({
   mode,
   request,
+  onDirtyChange,
 }: {
-  mode: 'positions' | 'templates'
+  mode: PerformanceSurveyAdminMode
   request: RequestFn
+  onDirtyChange?: (dirty: boolean) => void
 }) {
   const [month, setMonth] = useState(currentMonth())
   const [data, setData] = useState<AdminConfig | null>(null)
   const [loading, setLoading] = useState(true)
   const [error, setError] = useState<string | null>(null)
   const [notice, setNotice] = useState<string | null>(null)
+  const [dirty, setDirty] = useState(false)
+  const requestSequenceRef = useRef(0)
 
-  const load = useCallback(async () => {
+  const setDirtyState = useCallback((next: boolean) => {
+    setDirty(next)
+    onDirtyChange?.(next)
+  }, [onDirtyChange])
+
+  const load = useCallback(async (targetMonth: string) => {
+    const sequence = requestSequenceRef.current + 1
+    requestSequenceRef.current = sequence
     setLoading(true)
     setError(null)
     try {
-      setData(await request<AdminConfig>(`/admin/config?month=${encodeURIComponent(month)}`))
+      const next = await adminConfigApi.configuration(request, targetMonth)
+      if (requestSequenceRef.current !== sequence) return null
+      setData(next)
+      return next
     } catch (loadError) {
+      if (requestSequenceRef.current !== sequence) return null
       setError(loadError instanceof Error ? loadError.message : '配置加载失败')
+      return null
     } finally {
-      setLoading(false)
+      if (requestSequenceRef.current === sequence) setLoading(false)
     }
-  }, [month, request])
+  }, [request])
 
   useEffect(() => {
-    void load()
-  }, [load])
+    void load(month)
+    return () => {
+      requestSequenceRef.current += 1
+    }
+  }, [load, month])
+
+  useEffect(() => {
+    if (!dirty) return
+    const handleBeforeUnload = (event: BeforeUnloadEvent) => {
+      event.preventDefault()
+      event.returnValue = ''
+    }
+    window.addEventListener('beforeunload', handleBeforeUnload)
+    return () => window.removeEventListener('beforeunload', handleBeforeUnload)
+  }, [dirty])
+
+  const confirmDiscard = useCallback((message = '当前有未保存修改，确定放弃吗？') => (
+    !dirty || window.confirm(message)
+  ), [dirty])
+
+  const changeMonth = (nextMonth: string) => {
+    if (!nextMonth || nextMonth === month) return
+    if (!confirmDiscard('切换月份会放弃当前未保存修改，确定继续吗？')) return
+    setDirtyState(false)
+    setNotice(null)
+    setMonth(nextMonth)
+  }
+
+  const changed = useCallback(async (message: string) => {
+    setDirtyState(false)
+    setNotice(message)
+    setError(null)
+    return load(month)
+  }, [load, month, setDirtyState])
 
   return (
-    <section className="min-w-0 border border-[#e2e2e2] bg-white">
+    <section className="min-w-0 border border-[#c2c6d8] bg-white" aria-label="考核调研管理控制台">
       <div className="flex flex-wrap items-center justify-between gap-3 border-b border-[#e2e2e2] px-4 py-3">
         <div>
-          <h2 className="text-[16px] font-bold text-[#1a1c1c]">{mode === 'positions' ? '岗位配置' : '模板管理'}</h2>
-          <p className="mt-0.5 text-[12px] text-[#727687]">草稿保存后按月份发布，已发布版本保持不变</p>
+          <h2 className="text-[16px] font-bold text-[#1a1c1c]">
+            {{
+              overview: '维护概览',
+              positions: '岗位管理',
+              people: '人员分配',
+              templates: '模板管理',
+              plans: '月度方案与发布',
+            }[mode]}
+          </h2>
+          <p className="mt-0.5 text-[12px] text-[#5f5e5e]">
+            {dirty ? '有未保存修改' : '配置按月份查看；已发布版本保持不变'}
+          </p>
         </div>
         <label className="flex items-center gap-2 text-[12px] font-semibold text-[#5f5e5e]">
           查看月份
           <input
             type="month"
             value={month}
-            onChange={(event) => setMonth(event.target.value)}
-            className="h-9 rounded border border-[#e2e2e2] px-3 text-[13px] font-semibold text-[#1a1c1c] outline-none focus:border-[#0050cb]"
+            onChange={(event) => changeMonth(event.target.value)}
+            className="h-11 rounded border border-[#c2c6d8] px-3 text-[13px] font-semibold text-[#1a1c1c] outline-none focus:border-[#0050cb] focus:ring-2 focus:ring-[#dbe6ff]"
           />
         </label>
       </div>
-      {notice && <div className="border-b border-[#b3c5ff] bg-[#f8faff] px-4 py-3 text-[13px] font-semibold text-[#0050cb]">{notice}</div>}
-      {error && <div className="border-b border-[#ffdad6] bg-[#fff6f4] px-4 py-3 text-[13px] font-semibold text-[#93000a]">{error}</div>}
-      {loading && <div className="px-5 py-12 text-center text-[13px] font-semibold text-[#727687]">配置加载中...</div>}
-      {!loading && data && mode === 'positions' && (
+      {notice && <div role="status" className="border-b border-[#b3c5ff] bg-[#f8faff] px-4 py-3 text-[13px] font-semibold text-[#0050cb]">{notice}</div>}
+      {error && (
+        <div role="alert" className="flex flex-wrap items-center justify-between gap-3 border-b border-[#ffdad6] bg-[#fff6f4] px-4 py-3 text-[13px] font-semibold text-[#93000a]">
+          <span>{error}</span>
+          {!data && <button type="button" onClick={() => void load(month)} className="min-h-9 px-2 underline">重新加载</button>}
+        </div>
+      )}
+      {loading && !data && <div className="px-5 py-12 text-center text-[13px] font-semibold text-[#5f5e5e]">配置加载中...</div>}
+      {data && (
+        <div className={`p-4 sm:p-5 ${loading ? 'pointer-events-none opacity-60' : ''}`} aria-busy={loading}>
+          {mode === 'overview' && (
+            <AdminOverviewWorkspace
+              data={data}
+              month={month}
+              request={request}
+            />
+          )}
+          {mode === 'positions' && (
         <PositionConfigWorkspace
           data={data}
           month={month}
           request={request}
           onError={setError}
-          onChanged={async (message) => {
-            setNotice(message)
-            await load()
-          }}
+              onChanged={changed}
+              onDirtyChange={setDirtyState}
+              confirmDiscard={confirmDiscard}
         />
-      )}
-      {!loading && data && mode === 'templates' && (
+          )}
+          {mode === 'people' && (
+            <PerformanceSurveyAdminPeople
+              month={month}
+              groups={data.groups}
+              request={request}
+              onError={setError}
+              onSuccess={(message) => {
+                setNotice(message)
+                setError(null)
+              }}
+            />
+          )}
+          {mode === 'templates' && (
         <TemplateConfigWorkspace
           data={data}
           month={month}
           request={request}
           onError={setError}
-          onChanged={async (message) => {
-            setNotice(message)
-            await load()
-          }}
+              onChanged={changed}
+              onDirtyChange={setDirtyState}
+              confirmDiscard={confirmDiscard}
+              dirty={dirty}
         />
+          )}
+          {mode === 'plans' && (
+            <MonthlyPlanWorkspace
+              data={data}
+              month={month}
+              request={request}
+              onError={setError}
+              onChanged={changed}
+              onDirtyChange={setDirtyState}
+              confirmDiscard={confirmDiscard}
+              dirty={dirty}
+            />
+          )}
+        </div>
       )}
     </section>
   )
 }
 
+function AdminOverviewWorkspace({
+  data,
+  month,
+  request,
+}: {
+  data: AdminConfig
+  month: string
+  request: RequestFn
+}) {
+  const [audits, setAudits] = useState<ConfigAudit[]>([])
+  const [auditError, setAuditError] = useState<string | null>(null)
+  const [auditLoading, setAuditLoading] = useState(true)
+  const readyGroups = data.groups.filter((group) => group.status === 'ready').length
+  const disabledGroups = data.groups.filter((group) => group.status === 'disabled').length
+  const draftTemplates = data.templates.flatMap((template) => template.versions).filter((version) => version.status === 'draft').length
+  const publishedTemplates = data.templates.flatMap((template) => template.versions).filter((version) => version.status === 'published').length
+
+  const loadAudits = useCallback(async () => {
+    setAuditLoading(true)
+    setAuditError(null)
+    try {
+      const payload = await adminConfigApi.auditLogs(request, month)
+      setAudits(Array.isArray(payload) ? payload : Array.isArray(payload?.items) ? payload.items : [])
+    } catch (error) {
+      setAudits([])
+      setAuditError(error instanceof Error ? error.message : '配置记录加载失败')
+    } finally {
+      setAuditLoading(false)
+    }
+  }, [month, request])
+
+  useEffect(() => {
+    void loadAudits()
+  }, [loadAudits])
+
+  return (
+    <section aria-labelledby="performance-survey-admin-overview-title">
+      <div className="border-b border-[#e2e2e2] pb-4">
+        <h2 id="performance-survey-admin-overview-title" className="text-[18px] font-bold text-[#1a1c1c]">
+          {month} 配置概览
+        </h2>
+        <p className="mt-1 max-w-3xl text-[13px] leading-5 text-[#5f5e5e]">
+          先处理人员匹配问题，再检查模板草稿，最后进入月度方案完成发布。
+        </p>
+      </div>
+
+      <div className="mt-4 overflow-x-auto border border-[#c2c6d8]">
+        <table className="w-full min-w-[640px] border-collapse text-left">
+          <thead>
+            <tr className="border-b border-[#c2c6d8] bg-[#f4f3f3] text-[12px] font-bold text-[#5f5e5e]">
+              <th scope="col" className="px-4 py-3">维护项</th>
+              <th scope="col" className="px-4 py-3">当前状态</th>
+              <th scope="col" className="px-4 py-3">需要处理</th>
+            </tr>
+          </thead>
+          <tbody className="divide-y divide-[#e2e2e2] text-[13px]">
+            <tr>
+              <th scope="row" className="px-4 py-3 font-bold text-[#1a1c1c]">岗位</th>
+              <td className="px-4 py-3 text-[#5f5e5e]">{readyGroups}/{data.groups.length} 个岗位已就绪</td>
+              <td className="px-4 py-3 text-[#5f5e5e]">{disabledGroups > 0 ? `${disabledGroups} 个已归档` : '无归档岗位'}</td>
+            </tr>
+            <tr>
+              <th scope="row" className="px-4 py-3 font-bold text-[#1a1c1c]">人员</th>
+              <td className="px-4 py-3 text-[#5f5e5e]">未匹配 {data.issues.unmatched.length} 人</td>
+              <td className={`px-4 py-3 font-semibold ${data.issues.conflicts.length > 0 ? 'text-[#b42318]' : 'text-[#16794b]'}`}>
+                {data.issues.conflicts.length > 0 ? `重复匹配 ${data.issues.conflicts.length} 人` : '无重复匹配'}
+              </td>
+            </tr>
+            <tr>
+              <th scope="row" className="px-4 py-3 font-bold text-[#1a1c1c]">模板</th>
+              <td className="px-4 py-3 text-[#5f5e5e]">{publishedTemplates} 个已发布版本</td>
+              <td className="px-4 py-3 text-[#5f5e5e]">{draftTemplates > 0 ? `${draftTemplates} 个草稿待处理` : '无待发布草稿'}</td>
+            </tr>
+            <tr>
+              <th scope="row" className="px-4 py-3 font-bold text-[#1a1c1c]">月度方案</th>
+              <td className="px-4 py-3 text-[#5f5e5e]">
+                {data.groups.filter((group) => group.effectivePlan?.effectiveMonth === month).length} 个岗位本月已有方案
+              </td>
+              <td className="px-4 py-3 text-[#5f5e5e]">
+                {data.groups.filter((group) => group.draftPlan).length} 个岗位有未发布草稿
+              </td>
+            </tr>
+          </tbody>
+        </table>
+      </div>
+
+      {(data.issues.unmatched.length > 0 || data.issues.conflicts.length > 0) && (
+        <div className="mt-4 border border-[#e4b86a] bg-[#fffaf0] px-4 py-3 text-[13px] leading-5 text-[#6f4700]">
+          发布前请先处理人员分配：未匹配 {data.issues.unmatched.length} 人，重复匹配 {data.issues.conflicts.length} 人。
+        </div>
+      )}
+
+      <section className="mt-6" aria-labelledby="performance-survey-admin-audit-title">
+        <div className="flex flex-wrap items-center justify-between gap-3 border-b border-[#e2e2e2] pb-2">
+          <h3 id="performance-survey-admin-audit-title" className="text-[14px] font-bold text-[#1a1c1c]">最近配置记录</h3>
+          <button type="button" onClick={() => void loadAudits()} className="min-h-9 px-2 text-[12px] font-bold text-[#0050cb] hover:underline">
+            刷新
+          </button>
+        </div>
+        {auditLoading && <div className="py-6 text-[13px] font-semibold text-[#5f5e5e]">记录加载中...</div>}
+        {auditError && (
+          <div role="note" className="py-4 text-[13px] text-[#8a5700]">
+            配置记录暂不可用：{auditError}
+          </div>
+        )}
+        {!auditLoading && !auditError && (
+          <div className="overflow-x-auto">
+            <table className="w-full min-w-[620px] border-collapse text-left">
+              <thead>
+                <tr className="border-b border-[#e2e2e2] text-[12px] font-bold text-[#5f5e5e]">
+                  <th scope="col" className="px-2 py-3">时间</th>
+                  <th scope="col" className="px-2 py-3">操作人</th>
+                  <th scope="col" className="px-2 py-3">对象</th>
+                  <th scope="col" className="px-2 py-3">变更</th>
+                </tr>
+              </thead>
+              <tbody className="divide-y divide-[#eeeeee]">
+                {audits.map((audit) => (
+                  <tr key={audit.id} className="text-[13px] text-[#5f5e5e]">
+                    <td className="px-2 py-3">{audit.createdAt ? new Date(audit.createdAt).toLocaleString('zh-CN') : '-'}</td>
+                    <td className="px-2 py-3">{audit.actorName || '-'}</td>
+                    <td className="px-2 py-3">{audit.resourceName || audit.resourceType || audit.targetType || '-'}</td>
+                    <td className="px-2 py-3">{audit.summary || audit.action || '-'}</td>
+                  </tr>
+                ))}
+                {audits.length === 0 && (
+                  <tr>
+                    <td colSpan={4} className="px-2 py-8 text-center text-[13px] text-[#5f5e5e]">暂无配置记录</td>
+                  </tr>
+                )}
+              </tbody>
+            </table>
+          </div>
+        )}
+      </section>
+    </section>
+  )
+}
+
 function PositionConfigWorkspace({
   data,
   month,
   request,
   onError,
   onChanged,
+  onDirtyChange,
+  confirmDiscard,
 }: {
   data: AdminConfig
   month: string
   request: RequestFn
   onError: (message: string | null) => void
-  onChanged: (message: string) => Promise<void>
+  onChanged: (message: string) => Promise<AdminConfig | null>
+  onDirtyChange: (dirty: boolean) => void
+  confirmDiscard: (message?: string) => boolean
 }) {
   const [selectedId, setSelectedId] = useState(data.groups[0]?.id || '')
   const selected = data.groups.find((group) => group.id === selectedId) || data.groups[0]
   const [name, setName] = useState(selected?.name || '')
   const [sortOrder, setSortOrder] = useState(selected?.sortOrder || 0)
-  const [isActive, setIsActive] = useState(selected?.isActive ?? true)
   const [rules, setRules] = useState<RuleDraft[]>(selected?.rules.map((rule) => ({
     departmentPathPrefix: rule.departmentPathPrefix || '',
     positionTitle: rule.positionTitle || '',
@@ -243,19 +542,24 @@ function PositionConfigWorkspace({
     selected?.draftPlan?.templateVersionIds || selected?.effectivePlan?.templateVersionIds || [],
   )
   const [saving, setSaving] = useState(false)
+  const [creating, setCreating] = useState(false)
+  const [newCode, setNewCode] = useState('')
+  const [newName, setNewName] = useState('')
   const editorRef = useRef<HTMLDivElement>(null)
 
   useEffect(() => {
     if (!selected) return
     setName(selected.name)
     setSortOrder(selected.sortOrder)
-    setIsActive(selected.isActive)
     setRules(selected.rules.map((rule) => ({
       departmentPathPrefix: rule.departmentPathPrefix || '',
       positionTitle: rule.positionTitle || '',
     })))
     setTemplateVersionIds(selected.draftPlan?.templateVersionIds || selected.effectivePlan?.templateVersionIds || [])
-  }, [selected])
+    onDirtyChange(false)
+  }, [onDirtyChange, selected])
+
+  const markDirty = () => onDirtyChange(true)
 
   const publishedVersions = useMemo(() => data.templates.flatMap((template) => (
     template.versions
@@ -271,7 +575,7 @@ function PositionConfigWorkspace({
     try {
       await request(`/admin/position-groups/${selected.id}`, {
         method: 'PATCH',
-        body: JSON.stringify({ name, sortOrder, isActive, rules, templateVersionIds }),
+        body: JSON.stringify({ name, sortOrder, rules, templateVersionIds, effectiveMonth: month }),
       })
       await onChanged('岗位方案草稿已保存')
     } catch (actionError) {
@@ -281,25 +585,84 @@ function PositionConfigWorkspace({
     }
   }
 
-  const publish = async () => {
+  const createGroup = async () => {
+    if (!newCode.trim() || !newName.trim()) {
+      onError('请填写岗位代码和岗位名称')
+      return
+    }
     setSaving(true)
     onError(null)
     try {
-      await request(`/admin/position-groups/${selected.id}/publish`, {
-        method: 'POST',
-        body: JSON.stringify({ effectiveMonth: month }),
+      const created = await adminConfigApi.createPositionGroup(request, {
+        code: newCode.trim(),
+        name: newName.trim(),
+        effectiveMonth: month,
       })
-      await onChanged(`${selected.name} 已从 ${month} 起生效`)
+      const next = await onChanged(`岗位“${newName.trim()}”已创建`)
+      const nextSelectedId = created.id || created.group?.id || next?.groups.find((group) => group.code === newCode.trim())?.id
+      if (nextSelectedId) setSelectedId(nextSelectedId)
+      setCreating(false)
+      setNewCode('')
+      setNewName('')
     } catch (actionError) {
-      onError(actionError instanceof Error ? actionError.message : '岗位方案发布失败')
+      onError(actionError instanceof Error ? actionError.message : '岗位创建失败')
+    } finally {
+      setSaving(false)
+    }
+  }
+
+  const copyGroup = async () => {
+    if (!selected || !confirmDiscard()) return
+    const copyName = window.prompt('请输入复制后的岗位名称', `${selected.name}（副本）`)?.trim()
+    if (!copyName) return
+    const suggestedCode = `${selected.code}_copy_${Date.now().toString().slice(-6)}`
+    const copyCode = window.prompt('请输入复制后的岗位代码（英文、数字或下划线）', suggestedCode)?.trim()
+    if (!copyCode) return
+    const reason = window.prompt('请输入复制原因', `基于“${selected.name}”创建新岗位`)?.trim()
+    if (!reason) return
+    setSaving(true)
+    onError(null)
+    try {
+      const copied = await adminConfigApi.copyPositionGroup(request, selected.id, {
+        code: copyCode,
+        name: copyName,
+        month,
+        reason,
+      })
+      const next = await onChanged(`已复制“${selected.name}”`)
+      if (copied.id || copied.group?.id) setSelectedId(copied.id || copied.group?.id || '')
+      else if (next?.groups.length) setSelectedId(next.groups[next.groups.length - 1].id)
+    } catch (actionError) {
+      onError(actionError instanceof Error ? actionError.message : '岗位复制失败')
+    } finally {
+      setSaving(false)
+    }
+  }
+
+  const archiveGroup = async () => {
+    if (!selected || !confirmDiscard()) return
+    if (!window.confirm(`确认归档“${selected.name}”吗？归档前请确认相关人员已完成转岗。`)) return
+    const reason = window.prompt('请输入删除或归档原因')?.trim()
+    if (!reason) return
+    setSaving(true)
+    onError(null)
+    try {
+      await adminConfigApi.archivePositionGroup(request, selected.id, reason)
+      const next = await onChanged(`“${selected.name}”已归档`)
+      setSelectedId(next?.groups.find((group) => group.status !== 'disabled')?.id || next?.groups[0]?.id || '')
+    } catch (actionError) {
+      onError(actionError instanceof Error ? actionError.message : '岗位归档失败')
     } finally {
       setSaving(false)
     }
   }
 
   const selectGroup = (groupId: string) => {
+    if (groupId === selected?.id) return
+    if (!confirmDiscard('切换岗位会放弃当前未保存修改，确定继续吗？')) return
+    onDirtyChange(false)
     setSelectedId(groupId)
-    if (window.matchMedia('(max-width: 767px)').matches) {
+    if (typeof window.matchMedia === 'function' && window.matchMedia('(max-width: 767px)').matches) {
       window.requestAnimationFrame(() => editorRef.current?.scrollIntoView({ behavior: 'smooth', block: 'start' }))
     }
   }
@@ -307,6 +670,36 @@ function PositionConfigWorkspace({
   return (
     <div className="grid min-h-[620px] md:grid-cols-[240px_minmax(0,1fr)]">
       <aside className="border-b border-[#e2e2e2] md:border-b-0 md:border-r">
+        <div className="border-b border-[#c2c6d8] p-3">
+          <button
+            type="button"
+            onClick={() => setCreating((current) => !current)}
+            className="min-h-11 w-full rounded bg-[#1a1c1c] px-3 text-[13px] font-bold text-white hover:bg-black"
+          >
+            {creating ? '取消新增' : '新增岗位'}
+          </button>
+          {creating && (
+            <div className="mt-3 grid gap-2">
+              <input
+                aria-label="新岗位代码"
+                value={newCode}
+                onChange={(event) => setNewCode(event.target.value)}
+                placeholder="岗位代码"
+                className="h-11 rounded border border-[#c2c6d8] px-3 text-[13px] outline-none focus:border-[#0050cb]"
+              />
+              <input
+                aria-label="新岗位名称"
+                value={newName}
+                onChange={(event) => setNewName(event.target.value)}
+                placeholder="岗位名称"
+                className="h-11 rounded border border-[#c2c6d8] px-3 text-[13px] outline-none focus:border-[#0050cb]"
+              />
+              <button type="button" disabled={saving} onClick={() => void createGroup()} className="min-h-11 rounded bg-[#0050cb] px-3 text-[13px] font-bold text-white disabled:opacity-50">
+                确认创建
+              </button>
+            </div>
+          )}
+        </div>
         {data.groups.map((group) => (
           <button
             key={group.id}
@@ -316,22 +709,28 @@ function PositionConfigWorkspace({
           >
             <span className="min-w-0">
               <span className="block truncate text-[13px] font-bold text-[#1a1c1c]">{group.name}</span>
-              <span className="mt-0.5 block text-[11px] text-[#727687]">{group.memberCount} 人 · {group.status === 'ready' ? '已配置' : '待配置'}</span>
+              <span className="mt-0.5 block text-[11px] text-[#5f5e5e]">
+                {group.memberCount} 人 · {group.status === 'ready' ? '已配置' : group.status === 'disabled' ? '已归档' : '待配置'}
+              </span>
             </span>
-            <span className={`h-2 w-2 rounded-full ${group.status === 'ready' ? 'bg-[#16794b]' : 'bg-[#b26a00]'}`} />
+            <span className={`h-2 w-2 rounded-full ${group.status === 'ready' ? 'bg-[#16794b]' : group.status === 'disabled' ? 'bg-[#8a8a8a]' : 'bg-[#b26a00]'}`} />
           </button>
         ))}
       </aside>
 
       <div ref={editorRef} className="min-w-0 scroll-mt-4 p-4 sm:p-5">
-        <div className="mb-4 text-[12px] font-bold text-[#0050cb] md:hidden">正在编辑：{selected.name}</div>
-        <div className="grid gap-4 lg:grid-cols-[minmax(0,1fr)_120px_auto]">
-          <AdminField label="岗位名称" value={name} onChange={setName} />
-          <AdminField label="排序" value={String(sortOrder)} onChange={(value) => setSortOrder(Number(value) || 0)} type="number" />
-          <label className="flex h-10 items-center gap-2 self-end text-[13px] font-semibold text-[#1a1c1c]">
-            <input type="checkbox" checked={isActive} onChange={(event) => setIsActive(event.target.checked)} />
-            启用岗位
-          </label>
+        <div className="mb-4 flex flex-wrap items-center justify-between gap-3 border-b border-[#e2e2e2] pb-3">
+          <div className="text-[12px] font-bold text-[#0050cb]">正在编辑：{selected.name}</div>
+          <div className="flex flex-wrap gap-2">
+            <button type="button" disabled={saving} onClick={() => void copyGroup()} className="min-h-10 rounded border border-[#c2c6d8] px-3 text-[12px] font-bold text-[#1a1c1c] hover:bg-[#f4f3f3]">复制岗位</button>
+            {selected.status !== 'disabled' && (
+              <button type="button" disabled={saving} onClick={() => void archiveGroup()} className="min-h-10 rounded border border-[#f0b8b8] px-3 text-[12px] font-bold text-[#b42318] hover:bg-[#fff5f5]">归档岗位</button>
+            )}
+          </div>
+        </div>
+        <div className="grid gap-4 lg:grid-cols-[minmax(0,1fr)_120px]">
+          <AdminField label="岗位名称" value={name} onChange={(value) => { setName(value); markDirty() }} />
+          <AdminField label="排序" value={String(sortOrder)} onChange={(value) => { setSortOrder(Number(value) || 0); markDirty() }} type="number" />
         </div>
 
         <div className="mt-6 border-t border-[#eeeeee] pt-5">
@@ -342,8 +741,11 @@ function PositionConfigWorkspace({
             </div>
             <button
               type="button"
-              onClick={() => setRules((current) => [...current, { departmentPathPrefix: '', positionTitle: '' }])}
-              className="h-9 border border-[#e2e2e2] px-3 text-[12px] font-bold text-[#1a1c1c] hover:bg-[#f7f7f7]"
+              onClick={() => {
+                setRules((current) => [...current, { departmentPathPrefix: '', positionTitle: '' }])
+                markDirty()
+              }}
+              className="min-h-11 rounded border border-[#c2c6d8] px-3 text-[12px] font-bold text-[#1a1c1c] hover:bg-[#f4f3f3]"
             >
               添加规则
             </button>
@@ -353,22 +755,33 @@ function PositionConfigWorkspace({
               <div key={index} className="grid gap-2 sm:grid-cols-[minmax(0,1fr)_minmax(180px,0.7fr)_36px]">
                 <input
                   value={rule.departmentPathPrefix}
-                  onChange={(event) => setRules((current) => current.map((item, itemIndex) => itemIndex === index ? { ...item, departmentPathPrefix: event.target.value } : item))}
+                  onChange={(event) => {
+                    setRules((current) => current.map((item, itemIndex) => itemIndex === index ? { ...item, departmentPathPrefix: event.target.value } : item))
+                    markDirty()
+                  }}
                   placeholder="部门路径前缀，例如 品牌中心/品牌创意A部"
-                  className="h-10 rounded border border-[#e2e2e2] px-3 text-[13px] outline-none focus:border-[#0050cb]"
+                  aria-label={`规则 ${index + 1} 部门路径前缀`}
+                  className="h-11 rounded border border-[#c2c6d8] px-3 text-[13px] outline-none focus:border-[#0050cb]"
                 />
                 <input
                   value={rule.positionTitle}
-                  onChange={(event) => setRules((current) => current.map((item, itemIndex) => itemIndex === index ? { ...item, positionTitle: event.target.value } : item))}
+                  onChange={(event) => {
+                    setRules((current) => current.map((item, itemIndex) => itemIndex === index ? { ...item, positionTitle: event.target.value } : item))
+                    markDirty()
+                  }}
                   placeholder="职位名称（精确匹配）"
-                  className="h-10 rounded border border-[#e2e2e2] px-3 text-[13px] outline-none focus:border-[#0050cb]"
+                  aria-label={`规则 ${index + 1} 职位名称`}
+                  className="h-11 rounded border border-[#c2c6d8] px-3 text-[13px] outline-none focus:border-[#0050cb]"
                 />
                 <button
                   type="button"
                   aria-label="删除规则"
                   title="删除规则"
-                  onClick={() => setRules((current) => current.filter((_, itemIndex) => itemIndex !== index))}
-                  className="h-10 border border-[#e2e2e2] text-[18px] text-[#8c1d18] hover:bg-[#fff6f4]"
+                  onClick={() => {
+                    setRules((current) => current.filter((_, itemIndex) => itemIndex !== index))
+                    markDirty()
+                  }}
+                  className="min-h-11 min-w-11 rounded border border-[#e2e2e2] text-[18px] text-[#8c1d18] hover:bg-[#fff6f4]"
                 >
                   ×
                 </button>
@@ -379,7 +792,8 @@ function PositionConfigWorkspace({
         </div>
 
         <div className="mt-6 border-t border-[#eeeeee] pt-5">
-          <h3 className="text-[14px] font-bold text-[#1a1c1c]">考核项与顺序</h3>
+          <h3 className="text-[14px] font-bold text-[#1a1c1c]">当前月度考核项</h3>
+          <p className="mt-1 text-[12px] text-[#5f5e5e]">这里只读展示；添加、移除和排序请前往“月度方案”。</p>
           <div className="mt-3 grid gap-2">
             {publishedVersions.map(({ template, version }) => {
               const checked = templateVersionIds.includes(version.id)
@@ -388,9 +802,7 @@ function PositionConfigWorkspace({
                   <input
                     type="checkbox"
                     checked={checked}
-                    onChange={(event) => setTemplateVersionIds((current) => event.target.checked
-                      ? [...current, version.id]
-                      : current.filter((id) => id !== version.id))}
+                    disabled
                   />
                   <span className="min-w-0 truncate text-[13px] font-semibold text-[#1a1c1c]">{version.definition.shortName || template.name}</span>
                   <span className="text-[11px] text-[#727687]">v{version.version}</span>
@@ -400,9 +812,11 @@ function PositionConfigWorkspace({
           </div>
         </div>
 
-        <div className="mt-6 flex flex-wrap justify-end gap-2 border-t border-[#eeeeee] pt-4">
-          <button type="button" disabled={saving} onClick={save} className="h-10 border border-[#1a1c1c] px-4 text-[13px] font-bold text-[#1a1c1c] disabled:opacity-50">保存草稿</button>
-          <button type="button" disabled={saving} onClick={publish} className="h-10 bg-[#0050cb] px-4 text-[13px] font-bold text-white disabled:opacity-50">发布至 {month}</button>
+        <div className="sticky bottom-[68px] z-20 -mx-4 mt-6 flex flex-wrap items-center justify-between gap-2 border-t border-[#c2c6d8] bg-white/95 px-4 py-3 shadow-[0_-4px_10px_rgba(0,0,0,0.06)] backdrop-blur sm:bottom-0 sm:mx-0 sm:justify-end sm:shadow-none">
+          <span className="text-[12px] font-semibold text-[#5f5e5e] sm:mr-auto">月度模板顺序和发布请在“月度方案”完成</span>
+          <button type="button" disabled={saving || selected.status === 'disabled'} onClick={() => void save()} className="min-h-11 rounded bg-[#0050cb] px-5 text-[13px] font-bold text-white disabled:opacity-50">
+            {saving ? '保存中...' : '保存修改'}
+          </button>
         </div>
 
         {(data.issues.conflicts.length > 0 || data.issues.unmatched.length > 0) && (
@@ -451,12 +865,18 @@ function TemplateConfigWorkspace({
   request,
   onError,
   onChanged,
+  onDirtyChange,
+  confirmDiscard,
+  dirty,
 }: {
   data: AdminConfig
   month: string
   request: RequestFn
   onError: (message: string | null) => void
-  onChanged: (message: string) => Promise<void>
+  onChanged: (message: string) => Promise<AdminConfig | null>
+  onDirtyChange: (dirty: boolean) => void
+  confirmDiscard: (message?: string) => boolean
+  dirty: boolean
 }) {
   const firstTemplate = data.templates[0]
   const [selectedTemplateId, setSelectedTemplateId] = useState(firstTemplate?.id || 'new')
@@ -475,10 +895,15 @@ function TemplateConfigWorkspace({
       || null
     setVersionId(nextVersion?.id || null)
     setDefinition(clone(nextVersion?.definition || newTemplateDefinition()))
-  }, [selectedTemplate])
+    onDirtyChange(false)
+  }, [onDirtyChange, selectedTemplate])
 
   const version = selectedTemplate?.versions.find((item) => item.id === versionId) || null
   const editable = !version || version.status === 'draft'
+  const updateDefinition = (next: TemplateDefinition | ((current: TemplateDefinition) => TemplateDefinition)) => {
+    setDefinition(next)
+    onDirtyChange(true)
+  }
 
   const save = async () => {
     setSaving(true)
@@ -493,8 +918,11 @@ function TemplateConfigWorkspace({
             method: 'POST',
             body: JSON.stringify({ definition }),
           })
+      const next = await onChanged('模板草稿已保存')
+      const nextTemplate = next?.templates.find((template) => template.versions.some((item) => item.id === saved.id))
+      if (nextTemplate) setSelectedTemplateId(nextTemplate.id)
       setVersionId(saved.id)
-      await onChanged('模板草稿已保存')
+      onDirtyChange(false)
     } catch (actionError) {
       onError(actionError instanceof Error ? actionError.message : '模板草稿保存失败')
     } finally {
@@ -503,13 +931,15 @@ function TemplateConfigWorkspace({
   }
 
   const cloneVersion = async () => {
-    if (!versionId) return
+    if (!versionId || !confirmDiscard()) return
     setSaving(true)
     onError(null)
     try {
       const draft = await request<{ id: string }>(`/admin/templates/${versionId}/clone`, { method: 'POST', body: '{}' })
+      const next = await onChanged('已创建新的模板草稿')
+      const nextTemplate = next?.templates.find((template) => template.versions.some((item) => item.id === draft.id))
+      if (nextTemplate) setSelectedTemplateId(nextTemplate.id)
       setVersionId(draft.id)
-      await onChanged('已创建新的模板草稿')
     } catch (actionError) {
       onError(actionError instanceof Error ? actionError.message : '模板草稿创建失败')
     } finally {
@@ -519,6 +949,11 @@ function TemplateConfigWorkspace({
 
   const publish = async () => {
     if (!versionId) return
+    if (dirty) {
+      onError('请先保存模板草稿，再执行发布')
+      return
+    }
+    if (!window.confirm(`确认将“${definition.name}”发布至 ${month} 吗？已发布版本不可直接修改。`)) return
     setSaving(true)
     onError(null)
     try {
@@ -534,9 +969,32 @@ function TemplateConfigWorkspace({
     }
   }
 
+  const deleteOrArchiveTemplate = async () => {
+    if (!selectedTemplate || !confirmDiscard()) return
+    const onlyDrafts = selectedTemplate.versions.every((item) => item.status === 'draft')
+    const actionLabel = onlyDrafts ? '删除' : '归档'
+    if (!window.confirm(`确认${actionLabel}模板“${selectedTemplate.name}”吗？已被历史调研引用的数据不会删除。`)) return
+    const reason = window.prompt(`请输入${actionLabel}原因`)?.trim()
+    if (!reason) return
+    setSaving(true)
+    onError(null)
+    try {
+      await adminConfigApi.deleteOrArchiveTemplate(request, selectedTemplate.id, reason)
+      const next = await onChanged(`模板“${selectedTemplate.name}”已${actionLabel}`)
+      setSelectedTemplateId(next?.templates[0]?.id || 'new')
+    } catch (actionError) {
+      onError(actionError instanceof Error ? actionError.message : `模板${actionLabel}失败`)
+    } finally {
+      setSaving(false)
+    }
+  }
+
   const selectTemplate = (templateId: string) => {
+    if (templateId === selectedTemplateId) return
+    if (!confirmDiscard('切换模板会放弃当前未保存修改，确定继续吗？')) return
+    onDirtyChange(false)
     setSelectedTemplateId(templateId)
-    if (window.matchMedia('(max-width: 767px)').matches) {
+    if (typeof window.matchMedia === 'function' && window.matchMedia('(max-width: 767px)').matches) {
       window.requestAnimationFrame(() => editorRef.current?.scrollIntoView({ behavior: 'smooth', block: 'start' }))
     }
   }
@@ -573,28 +1031,40 @@ function TemplateConfigWorkspace({
                 key={item.id}
                 type="button"
                 onClick={() => {
+                  if (item.id === versionId) return
+                  if (!confirmDiscard('切换版本会放弃当前未保存修改，确定继续吗？')) return
+                  onDirtyChange(false)
                   setVersionId(item.id)
                   setDefinition(clone(item.definition))
                 }}
-                className={`h-8 border px-3 text-[12px] font-bold ${versionId === item.id ? 'border-[#0050cb] bg-[#f1f4ff] text-[#0050cb]' : 'border-[#e2e2e2] text-[#5f5e5e]'}`}
+                className={`min-h-10 rounded border px-3 text-left text-[12px] font-bold ${versionId === item.id ? 'border-[#0050cb] bg-[#f1f4ff] text-[#0050cb]' : 'border-[#e2e2e2] text-[#5f5e5e]'}`}
               >
-                v{item.version} · {item.status === 'draft' ? '草稿' : item.status === 'published' ? '已发布' : '已归档'}
+                <span className="block">v{item.version} · {item.status === 'draft' ? '草稿' : item.status === 'published' ? '已发布' : '已归档'}</span>
+                {item.effectiveMonth && <span className="mt-0.5 block text-[10px] font-semibold opacity-80">{item.effectiveMonth} 起</span>}
               </button>
             ))}
+            <button
+              type="button"
+              disabled={saving}
+              onClick={() => void deleteOrArchiveTemplate()}
+              className="ml-auto min-h-10 rounded border border-[#f0b8b8] px-3 text-[12px] font-bold text-[#b42318] hover:bg-[#fff5f5] disabled:opacity-50"
+            >
+              {selectedTemplate.versions.every((item) => item.status === 'draft') ? '安全删除模板' : '归档模板'}
+            </button>
           </div>
         )}
 
         <div className="grid gap-4 sm:grid-cols-2">
-          <AdminField label="模板代码" value={definition.code} onChange={(value) => setDefinition((current) => ({ ...current, code: value }))} disabled={Boolean(selectedTemplate)} />
-          <AdminField label="模板名称" value={definition.name} onChange={(value) => setDefinition((current) => ({ ...current, name: value }))} disabled={!editable} />
-          <AdminField label="看板简称" value={definition.shortName || ''} onChange={(value) => setDefinition((current) => ({ ...current, shortName: value }))} disabled={!editable} />
+          <AdminField label="模板代码" value={definition.code} onChange={(value) => updateDefinition((current) => ({ ...current, code: value }))} disabled={Boolean(selectedTemplate)} />
+          <AdminField label="模板名称" value={definition.name} onChange={(value) => updateDefinition((current) => ({ ...current, name: value }))} disabled={!editable} />
+          <AdminField label="看板简称" value={definition.shortName || ''} onChange={(value) => updateDefinition((current) => ({ ...current, shortName: value }))} disabled={!editable} />
           <label className="grid gap-1 text-[12px] font-semibold text-[#5f5e5e]">
             模板类型
             <select
               value={definition.surveyType}
               disabled={!editable}
-              onChange={(event) => setDefinition((current) => ({ ...current, surveyType: event.target.value as TemplateDefinition['surveyType'] }))}
-              className="h-10 rounded border border-[#e2e2e2] bg-white px-3 text-[13px] font-semibold text-[#1a1c1c] outline-none focus:border-[#0050cb] disabled:bg-[#f4f4f4]"
+              onChange={(event) => updateDefinition((current) => ({ ...current, surveyType: event.target.value as TemplateDefinition['surveyType'] }))}
+              className="h-11 rounded border border-[#c2c6d8] bg-white px-3 text-[13px] font-semibold text-[#1a1c1c] outline-none focus:border-[#0050cb] disabled:bg-[#f4f4f4]"
             >
               <option value="person_period">人员周期评分</option>
               <option value="visual_case">视觉案例评分</option>
@@ -606,7 +1076,7 @@ function TemplateConfigWorkspace({
             <textarea
               value={definition.description}
               disabled={!editable}
-              onChange={(event) => setDefinition((current) => ({ ...current, description: event.target.value }))}
+              onChange={(event) => updateDefinition((current) => ({ ...current, description: event.target.value }))}
               className="min-h-20 rounded border border-[#e2e2e2] px-3 py-2 text-[13px] font-normal text-[#1a1c1c] outline-none focus:border-[#0050cb] disabled:bg-[#f4f4f4]"
             />
           </label>
@@ -619,24 +1089,283 @@ function TemplateConfigWorkspace({
               value={String(definition.requiredWorkItemCount || 3)}
               type="number"
               disabled={!editable}
-              onChange={(value) => setDefinition((current) => ({ ...current, requiredWorkItemCount: Math.max(1, Number(value) || 1), workItemImageRequired: true }))}
+              onChange={(value) => updateDefinition((current) => ({ ...current, requiredWorkItemCount: Math.max(1, Number(value) || 1), workItemImageRequired: true }))}
             />
           </div>
         )}
 
-        <QuestionEditor definition={definition} editable={editable} onChange={setDefinition} />
-        <WorkflowEditor definition={definition} editable={editable} request={request} onChange={setDefinition} />
+        <QuestionEditor definition={definition} editable={editable} onChange={updateDefinition} />
+        <WorkflowEditor definition={definition} editable={editable} request={request} onChange={updateDefinition} />
 
-        <div className="mt-6 flex flex-wrap justify-end gap-2 border-t border-[#eeeeee] pt-4">
-          {!editable && <button type="button" disabled={saving} onClick={cloneVersion} className="h-10 border border-[#1a1c1c] px-4 text-[13px] font-bold text-[#1a1c1c]">创建新草稿</button>}
-          {editable && <button type="button" disabled={saving} onClick={save} className="h-10 border border-[#1a1c1c] px-4 text-[13px] font-bold text-[#1a1c1c] disabled:opacity-50">保存草稿</button>}
-          {editable && versionId && <button type="button" disabled={saving} onClick={publish} className="h-10 bg-[#0050cb] px-4 text-[13px] font-bold text-white disabled:opacity-50">发布至 {month}</button>}
+        <div className="sticky bottom-[68px] z-20 -mx-4 mt-6 flex flex-wrap justify-end gap-2 border-t border-[#c2c6d8] bg-white/95 px-4 py-3 shadow-[0_-4px_10px_rgba(0,0,0,0.06)] backdrop-blur sm:bottom-0 sm:mx-0 sm:shadow-none">
+          {!editable && <button type="button" disabled={saving} onClick={() => void cloneVersion()} className="min-h-11 rounded border border-[#1a1c1c] px-4 text-[13px] font-bold text-[#1a1c1c]">复制为新草稿</button>}
+          {editable && <button type="button" disabled={saving} onClick={() => void save()} className="min-h-11 rounded border border-[#1a1c1c] px-4 text-[13px] font-bold text-[#1a1c1c] disabled:opacity-50">保存草稿</button>}
+          {editable && versionId && <button type="button" disabled={saving} onClick={() => void publish()} className="min-h-11 rounded bg-[#0050cb] px-4 text-[13px] font-bold text-white disabled:opacity-50">发布至 {month}</button>}
         </div>
       </div>
     </div>
   )
 }
 
+function MonthlyPlanWorkspace({
+  data,
+  month,
+  request,
+  onError,
+  onChanged,
+  onDirtyChange,
+  confirmDiscard,
+  dirty,
+}: {
+  data: AdminConfig
+  month: string
+  request: RequestFn
+  onError: (message: string | null) => void
+  onChanged: (message: string) => Promise<AdminConfig | null>
+  onDirtyChange: (dirty: boolean) => void
+  confirmDiscard: (message?: string) => boolean
+  dirty: boolean
+}) {
+  const [selectedGroupId, setSelectedGroupId] = useState(data.groups.find((group) => group.status !== 'disabled')?.id || data.groups[0]?.id || '')
+  const group = data.groups.find((item) => item.id === selectedGroupId) || data.groups[0]
+  const [templateVersionIds, setTemplateVersionIds] = useState<string[]>(
+    group?.draftPlan?.templateVersionIds || group?.effectivePlan?.templateVersionIds || [],
+  )
+  const [saving, setSaving] = useState(false)
+  const [preview, setPreview] = useState<any | null>(null)
+  const publishedVersions = useMemo(() => data.templates.flatMap((template) => (
+    template.versions
+      .filter((version) => version.status === 'published')
+      .map((version) => ({ template, version }))
+  )), [data.templates])
+  const versionById = useMemo(() => new Map(publishedVersions.map((item) => [item.version.id, item])), [publishedVersions])
+
+  useEffect(() => {
+    if (!group) return
+    setTemplateVersionIds(group.draftPlan?.templateVersionIds || group.effectivePlan?.templateVersionIds || [])
+    setPreview(null)
+    onDirtyChange(false)
+  }, [group, onDirtyChange])
+
+  const changeGroup = (groupId: string) => {
+    if (groupId === selectedGroupId) return
+    if (!confirmDiscard('切换岗位会放弃当前月度方案修改，确定继续吗？')) return
+    onDirtyChange(false)
+    setSelectedGroupId(groupId)
+  }
+
+  const moveVersion = (index: number, direction: -1 | 1) => {
+    const target = index + direction
+    if (target < 0 || target >= templateVersionIds.length) return
+    setTemplateVersionIds((current) => {
+      const next = [...current]
+      const [moved] = next.splice(index, 1)
+      next.splice(target, 0, moved)
+      return next
+    })
+    setPreview(null)
+    onDirtyChange(true)
+  }
+
+  const toggleVersion = (versionId: string, checked: boolean) => {
+    setTemplateVersionIds((current) => checked ? [...current, versionId] : current.filter((id) => id !== versionId))
+    setPreview(null)
+    onDirtyChange(true)
+  }
+
+  const saveDraft = async (showSuccess = true) => {
+    if (!group) return false
+    setSaving(true)
+    onError(null)
+    try {
+      await request(`/admin/position-groups/${group.id}`, {
+        method: 'PATCH',
+        body: JSON.stringify({ templateVersionIds, effectiveMonth: month }),
+      })
+      if (showSuccess) await onChanged(`${group.name} 的 ${month} 月度方案草稿已保存`)
+      else onDirtyChange(false)
+      return true
+    } catch (actionError) {
+      onError(actionError instanceof Error ? actionError.message : '月度方案保存失败')
+      return false
+    } finally {
+      setSaving(false)
+    }
+  }
+
+  const openPublishPreview = async () => {
+    if (!group) return
+    if (templateVersionIds.length === 0) {
+      onError('月度方案至少需要 1 个已发布模板')
+      return
+    }
+    if (dirty) {
+      const saved = await saveDraft(false)
+      if (!saved) return
+    }
+    setSaving(true)
+    onError(null)
+    try {
+      const serverPreview = await adminConfigApi.previewPositionGroup(request, group.id, month)
+      setPreview(serverPreview || {})
+    } catch (previewError) {
+      const warning = previewError instanceof Error ? previewError.message : '服务端影响预览暂不可用'
+      setPreview({
+        warning,
+        blockingIssues: [warning],
+        memberCount: group.memberCount,
+        unmatchedCount: data.issues.unmatched.length,
+        conflictCount: data.issues.conflicts.length,
+      })
+    } finally {
+      setSaving(false)
+    }
+  }
+
+  const publishPlan = async () => {
+    if (!group) return
+    if (dirty) {
+      onError('月度方案在预览后又发生了修改，请重新执行发布前检查')
+      setPreview(null)
+      return
+    }
+    const draftPlanId = String(preview?.draftPlanId || '').trim()
+    const draftVersion = Number(preview?.draftVersion)
+    const draftUpdatedAt = String(preview?.draftUpdatedAt || '').trim()
+    if (!draftPlanId || !Number.isInteger(draftVersion) || !draftUpdatedAt) {
+      onError('发布预览信息已失效，请重新执行发布前检查')
+      setPreview(null)
+      return
+    }
+    setSaving(true)
+    onError(null)
+    try {
+      await request(`/admin/position-groups/${group.id}/publish`, {
+        method: 'POST',
+        body: JSON.stringify({
+          effectiveMonth: month,
+          draftPlanId,
+          draftVersion,
+          draftUpdatedAt,
+        }),
+      })
+      setPreview(null)
+      await onChanged(`${group.name} 的月度方案已从 ${month} 起生效`)
+    } catch (actionError) {
+      onError(actionError instanceof Error ? actionError.message : '月度方案发布失败')
+    } finally {
+      setSaving(false)
+    }
+  }
+
+  if (!group) {
+    return <div className="py-12 text-center text-[13px] text-[#5f5e5e]">请先创建岗位</div>
+  }
+
+  const previewConflictCount = Number(preview?.conflictCount ?? preview?.conflicts?.length ?? data.issues.conflicts.length)
+  const previewMemberCount = Number(preview?.memberCount ?? preview?.affectedEmployees ?? group.memberCount)
+  const previewBlockingIssues = Array.isArray(preview?.blockingIssues)
+    ? preview.blockingIssues.map((item: unknown) => String(item || '').trim()).filter(Boolean)
+    : []
+
+  return (
+    <section aria-labelledby="performance-survey-plan-title">
+      <div className="grid gap-3 border-b border-[#e2e2e2] pb-4 md:grid-cols-[minmax(240px,360px)_1fr] md:items-end">
+        <label className="grid gap-1 text-[12px] font-semibold text-[#5f5e5e]">
+          岗位
+          <select value={group.id} onChange={(event) => changeGroup(event.target.value)} className="h-11 rounded border border-[#c2c6d8] bg-white px-3 text-[13px] font-bold text-[#1a1c1c] outline-none focus:border-[#0050cb]">
+            {data.groups.map((item) => <option key={item.id} value={item.id}>{item.name}{item.status === 'disabled' ? '（已归档）' : ''}</option>)}
+          </select>
+        </label>
+        <div>
+          <h2 id="performance-survey-plan-title" className="text-[18px] font-bold text-[#1a1c1c]">{month} 月度方案</h2>
+          <p className="mt-1 text-[12px] text-[#5f5e5e]">
+            当前生效：{group.effectivePlan ? `${group.effectivePlan.effectiveMonth} · v${group.effectivePlan.version}` : '尚未发布'}
+            {group.draftPlan ? `；草稿 v${group.draftPlan.version}` : ''}
+          </p>
+        </div>
+      </div>
+
+      <div className="mt-5">
+        <h3 className="text-[14px] font-bold text-[#1a1c1c]">模板顺序</h3>
+        <div className="mt-2 overflow-x-auto border border-[#c2c6d8]">
+          <table className="w-full min-w-[620px] border-collapse text-left">
+            <thead>
+              <tr className="border-b border-[#c2c6d8] bg-[#f4f3f3] text-[12px] font-bold text-[#5f5e5e]">
+                <th scope="col" className="w-16 px-3 py-3">顺序</th>
+                <th scope="col" className="px-3 py-3">模板</th>
+                <th scope="col" className="w-32 px-3 py-3">版本</th>
+                <th scope="col" className="w-44 px-3 py-3 text-right">调整</th>
+              </tr>
+            </thead>
+            <tbody className="divide-y divide-[#e2e2e2]">
+              {templateVersionIds.map((id, index) => {
+                const item = versionById.get(id)
+                return (
+                  <tr key={id}>
+                    <td className="px-3 py-3 text-[13px] font-bold text-[#1a1c1c]">{index + 1}</td>
+                    <td className="px-3 py-3 text-[13px] font-bold text-[#1a1c1c]">{item?.version.definition.shortName || item?.template.name || '历史模板版本'}</td>
+                    <td className="px-3 py-3 text-[12px] text-[#5f5e5e]">{item ? `v${item.version.version}` : id}</td>
+                    <td className="px-3 py-2 text-right">
+                      <button type="button" disabled={index === 0} onClick={() => moveVersion(index, -1)} aria-label={`上移模板 ${index + 1}`} className="min-h-10 rounded px-3 text-[12px] font-bold text-[#0050cb] disabled:text-[#a0a0a0]">上移</button>
+                      <button type="button" disabled={index === templateVersionIds.length - 1} onClick={() => moveVersion(index, 1)} aria-label={`下移模板 ${index + 1}`} className="min-h-10 rounded px-3 text-[12px] font-bold text-[#0050cb] disabled:text-[#a0a0a0]">下移</button>
+                      <button type="button" onClick={() => toggleVersion(id, false)} className="min-h-10 rounded px-3 text-[12px] font-bold text-[#b42318]">移除</button>
+                    </td>
+                  </tr>
+                )
+              })}
+              {templateVersionIds.length === 0 && <tr><td colSpan={4} className="px-4 py-8 text-center text-[13px] text-[#8a5700]">尚未选择模板</td></tr>}
+            </tbody>
+          </table>
+        </div>
+      </div>
+
+      <div className="mt-5">
+        <h3 className="text-[14px] font-bold text-[#1a1c1c]">可用已发布模板</h3>
+        <div className="mt-2 grid gap-2 sm:grid-cols-2">
+          {publishedVersions.map(({ template, version }) => {
+            const checked = templateVersionIds.includes(version.id)
+            return (
+              <label key={version.id} className={`flex min-h-11 items-center gap-3 border px-3 py-2 ${checked ? 'border-[#b3c5ff] bg-[#f8faff]' : 'border-[#e2e2e2]'}`}>
+                <input type="checkbox" checked={checked} onChange={(event) => toggleVersion(version.id, event.target.checked)} />
+                <span className="min-w-0 flex-1 truncate text-[13px] font-semibold text-[#1a1c1c]">{version.definition.shortName || template.name}</span>
+                <span className="text-[11px] text-[#5f5e5e]">v{version.version}</span>
+              </label>
+            )
+          })}
+        </div>
+      </div>
+
+      {preview && (
+        <div className="mt-5 border border-[#b3c5ff] bg-[#f8faff] px-4 py-4" role="region" aria-label="发布影响确认">
+          <h3 className="text-[14px] font-bold text-[#1a1c1c]">发布影响确认</h3>
+          <ul className="mt-2 space-y-1 text-[13px] leading-5 text-[#5f5e5e]">
+            <li>生效月份：{month}</li>
+            <li>影响岗位：{group.name}，约 {previewMemberCount} 人</li>
+            <li>模板数量：{templateVersionIds.length} 个</li>
+            <li className={previewConflictCount > 0 ? 'font-bold text-[#b42318]' : ''}>重复匹配：{previewConflictCount} 人</li>
+            {preview.warning && <li className="text-[#8a5700]">预览提示：{preview.warning}</li>}
+            {previewBlockingIssues.map((issue: string) => (
+              <li key={issue} className="font-bold text-[#b42318]">阻塞项：{issue}</li>
+            ))}
+          </ul>
+          <div className="mt-3 flex flex-wrap justify-end gap-2">
+            <button type="button" onClick={() => setPreview(null)} className="min-h-11 rounded border border-[#c2c6d8] px-4 text-[13px] font-bold text-[#1a1c1c]">返回修改</button>
+            <button type="button" disabled={saving || previewConflictCount > 0 || previewBlockingIssues.length > 0} onClick={() => void publishPlan()} className="min-h-11 rounded bg-[#0050cb] px-4 text-[13px] font-bold text-white disabled:opacity-50">
+              {saving ? '发布中...' : `确认发布至 ${month}`}
+            </button>
+          </div>
+        </div>
+      )}
+
+      <div className="sticky bottom-[68px] z-20 -mx-4 mt-6 flex flex-wrap justify-end gap-2 border-t border-[#c2c6d8] bg-white/95 px-4 py-3 shadow-[0_-4px_10px_rgba(0,0,0,0.06)] backdrop-blur sm:bottom-0 sm:mx-0 sm:shadow-none">
+        <button type="button" disabled={saving || !dirty} onClick={() => void saveDraft()} className="min-h-11 rounded border border-[#1a1c1c] px-4 text-[13px] font-bold text-[#1a1c1c] disabled:opacity-50">保存草稿</button>
+        <button type="button" disabled={saving || group.status === 'disabled'} onClick={() => void openPublishPreview()} className="min-h-11 rounded bg-[#0050cb] px-4 text-[13px] font-bold text-white disabled:opacity-50">发布前检查</button>
+      </div>
+    </section>
+  )
+}
+
 function QuestionEditor({
   definition,
   editable,
diff --git a/app/performance-survey/PerformanceSurveyAdminPeople.tsx b/app/performance-survey/PerformanceSurveyAdminPeople.tsx
new file mode 100644
index 0000000..3fd9bed
--- /dev/null
+++ b/app/performance-survey/PerformanceSurveyAdminPeople.tsx
@@ -0,0 +1,430 @@
+'use client'
+
+import { useCallback, useEffect, useMemo, useRef, useState } from 'react'
+
+export type PerformanceSurveyAdminRequest = <T>(path: string, options?: RequestInit) => Promise<T>
+
+export type PerformanceSurveyAdminPositionOption = {
+  id: string
+  name: string
+  status: 'ready' | 'pending' | 'disabled'
+  memberCount: number
+}
+
+type AssignmentRow = {
+  id: string
+  employeeId?: string
+  displayName: string
+  departmentName?: string | null
+  departmentPath?: string | null
+  positionTitle?: string | null
+  positionGroupId?: string | null
+  positionGroupName?: string | null
+  manualAssignmentId?: string | null
+  assignmentType?: 'position' | 'excluded'
+  participation?: 'assigned' | 'unassigned' | 'excluded'
+}
+
+type AssignmentPayload =
+  | AssignmentRow[]
+  | {
+      items?: AssignmentRow[]
+      employees?: AssignmentRow[]
+      total?: number
+      page?: number
+      pageSize?: number
+    }
+
+type CreatePositionAssignmentsInput = {
+  employeeIds: string[]
+  positionGroupId: string | null
+  assignmentType: 'position' | 'excluded'
+  effectiveFromMonth: string
+  effectiveToMonth: string | null
+  reason: string
+}
+
+const positionAssignmentApi = {
+  list(
+    request: PerformanceSurveyAdminRequest,
+    input: { month: string; search: string; status: string; page: number; pageSize: number },
+  ) {
+    const params = new URLSearchParams({
+      month: input.month,
+      page: String(input.page),
+      pageSize: String(input.pageSize),
+    })
+    if (input.search) params.set('search', input.search)
+    if (input.status !== 'all') params.set('status', input.status)
+    return request<AssignmentPayload>(`/admin/position-assignments?${params.toString()}`)
+  },
+  create(request: PerformanceSurveyAdminRequest, input: CreatePositionAssignmentsInput) {
+    return request('/admin/position-assignments', {
+      method: 'POST',
+      body: JSON.stringify(input),
+    })
+  },
+  update(
+    request: PerformanceSurveyAdminRequest,
+    assignmentId: string,
+    input: Omit<CreatePositionAssignmentsInput, 'employeeIds'>,
+  ) {
+    return request(`/admin/position-assignments/${assignmentId}`, {
+      method: 'PATCH',
+      body: JSON.stringify(input),
+    })
+  },
+  archive(request: PerformanceSurveyAdminRequest, assignmentId: string, reason: string) {
+    return request(`/admin/position-assignments/${assignmentId}`, {
+      method: 'DELETE',
+      body: JSON.stringify({ reason }),
+    })
+  },
+}
+
+function normalizeAssignmentRows(payload: AssignmentPayload | null): AssignmentRow[] {
+  if (Array.isArray(payload)) return payload
+  if (Array.isArray(payload?.items)) return payload.items
+  if (Array.isArray(payload?.employees)) return payload.employees
+  return []
+}
+
+function readAssignmentTotal(payload: AssignmentPayload | null, rows: AssignmentRow[]) {
+  if (Array.isArray(payload)) return payload.length
+  return Number.isFinite(Number(payload?.total)) ? Number(payload?.total) : rows.length
+}
+
+function participationLabel(row: AssignmentRow) {
+  if (row.assignmentType === 'excluded' || row.participation === 'excluded') return '不参与考核'
+  if (row.positionGroupName) return row.positionGroupName
+  return '待分配'
+}
+
+export function PerformanceSurveyAdminPeople({
+  month,
+  groups,
+  request,
+  onError,
+  onSuccess,
+}: {
+  month: string
+  groups: PerformanceSurveyAdminPositionOption[]
+  request: PerformanceSurveyAdminRequest
+  onError: (message: string | null) => void
+  onSuccess: (message: string) => void
+}) {
+  const [keyword, setKeyword] = useState('')
+  const [statusFilter, setStatusFilter] = useState<'all' | 'assigned' | 'unassigned' | 'excluded'>('all')
+  const [rows, setRows] = useState<AssignmentRow[]>([])
+  const [loading, setLoading] = useState(true)
+  const [loadError, setLoadError] = useState<string | null>(null)
+  const [selectedIds, setSelectedIds] = useState<Set<string>>(new Set())
+  const [assignmentValue, setAssignmentValue] = useState('')
+  const [reason, setReason] = useState('')
+  const [saving, setSaving] = useState(false)
+  const [page, setPage] = useState(1)
+  const [total, setTotal] = useState(0)
+  const requestSequence = useRef(0)
+  const pageSize = 200
+
+  const load = useCallback(async () => {
+    const sequence = requestSequence.current + 1
+    requestSequence.current = sequence
+    setLoading(true)
+    setLoadError(null)
+    try {
+      const payload = await positionAssignmentApi.list(request, {
+        month,
+        search: keyword.trim(),
+        status: statusFilter,
+        page,
+        pageSize,
+      })
+      if (requestSequence.current !== sequence) return
+      const nextRows = normalizeAssignmentRows(payload)
+      setRows(nextRows)
+      setTotal(readAssignmentTotal(payload, nextRows))
+      setSelectedIds(new Set())
+    } catch (error) {
+      if (requestSequence.current !== sequence) return
+      setRows([])
+      setLoadError(error instanceof Error ? error.message : '人员分配加载失败')
+    } finally {
+      if (requestSequence.current === sequence) setLoading(false)
+    }
+  }, [keyword, month, page, request, statusFilter])
+
+  useEffect(() => {
+    setPage(1)
+  }, [keyword, month, statusFilter])
+
+  useEffect(() => {
+    void load()
+    return () => {
+      requestSequence.current += 1
+    }
+  }, [load])
+
+  const visibleIds = useMemo(() => rows.map((row) => row.id), [rows])
+  const allVisibleSelected = visibleIds.length > 0 && visibleIds.every((id) => selectedIds.has(id))
+
+  const toggleAll = () => {
+    setSelectedIds((current) => {
+      if (allVisibleSelected) return new Set()
+      return new Set(Array.from(current).concat(visibleIds))
+    })
+  }
+
+  const toggleRow = (id: string) => {
+    setSelectedIds((current) => {
+      const next = new Set(current)
+      if (next.has(id)) next.delete(id)
+      else next.add(id)
+      return next
+    })
+  }
+
+  const applyAssignment = async () => {
+    if (selectedIds.size === 0) {
+      onError('请先选择人员')
+      return
+    }
+    if (!assignmentValue) {
+      onError('请选择要分配的岗位或“不参与考核”')
+      return
+    }
+    if (!reason.trim()) {
+      onError('请输入本次调整原因')
+      return
+    }
+
+    setSaving(true)
+    onError(null)
+    try {
+      const selectedRows = rows.filter((row) => selectedIds.has(row.id))
+      const employeeIds = selectedRows.map((row) => row.employeeId || row.id)
+      if (assignmentValue === '__automatic__') {
+        const manualRows = selectedRows.filter((row) => row.manualAssignmentId)
+        if (manualRows.length === 0) {
+          onError('所选人员当前没有需要移除的手动分配')
+          return
+        }
+        await Promise.all(manualRows.map((row) => (
+          positionAssignmentApi.archive(request, row.manualAssignmentId!, reason.trim())
+        )))
+        onSuccess(`已将 ${manualRows.length} 人恢复为按岗位规则自动匹配`)
+        setReason('')
+        await load()
+        return
+      }
+      const assignmentInput = {
+        effectiveFromMonth: month,
+        effectiveToMonth: null,
+        assignmentType: assignmentValue === '__excluded__' ? 'excluded' : 'position',
+        positionGroupId: assignmentValue === '__excluded__' ? null : assignmentValue,
+        reason: reason.trim(),
+      } as const
+      const rowsWithManualAssignment = selectedRows.filter((row) => row.manualAssignmentId)
+      const newEmployeeIds = selectedRows
+        .filter((row) => !row.manualAssignmentId)
+        .map((row) => row.employeeId || row.id)
+      await Promise.all([
+        ...(newEmployeeIds.length > 0
+          ? [positionAssignmentApi.create(request, { ...assignmentInput, employeeIds: newEmployeeIds })]
+          : []),
+        ...rowsWithManualAssignment.map((row) => (
+          positionAssignmentApi.update(request, row.manualAssignmentId!, assignmentInput)
+        )),
+      ])
+      onSuccess(
+        assignmentValue === '__excluded__'
+          ? `已将 ${employeeIds.length} 人设为不参与考核`
+          : `已为 ${employeeIds.length} 人分配岗位`,
+      )
+      setReason('')
+      await load()
+    } catch (error) {
+      onError(error instanceof Error ? error.message : '批量分配失败')
+    } finally {
+      setSaving(false)
+    }
+  }
+
+  return (
+    <section aria-labelledby="performance-survey-people-title">
+      <div className="border-b border-[#e2e2e2] pb-4">
+        <h2 id="performance-survey-people-title" className="text-[18px] font-bold text-[#1a1c1c]">人员分配</h2>
+        <p className="mt-1 max-w-3xl text-[13px] leading-5 text-[#5f5e5e]">
+          按 {month} 维护人员所属考核岗位；人员异动后可重新分配，或明确标记为不参与考核。
+        </p>
+      </div>
+
+      <div className="grid gap-3 border-b border-[#e2e2e2] py-4 md:grid-cols-[minmax(220px,1fr)_180px_auto]">
+        <label className="grid gap-1 text-[12px] font-semibold text-[#5f5e5e]">
+          搜索人员
+          <input
+            value={keyword}
+            onChange={(event) => setKeyword(event.target.value)}
+            onKeyDown={(event) => {
+              if (event.key === 'Enter') void load()
+            }}
+            placeholder="姓名、部门或职位"
+            className="h-11 rounded border border-[#c2c6d8] px-3 text-[13px] text-[#1a1c1c] outline-none focus:border-[#0050cb] focus:ring-2 focus:ring-[#dbe6ff]"
+          />
+        </label>
+        <label className="grid gap-1 text-[12px] font-semibold text-[#5f5e5e]">
+          分配状态
+          <select
+            value={statusFilter}
+            onChange={(event) => setStatusFilter(event.target.value as typeof statusFilter)}
+            className="h-11 rounded border border-[#c2c6d8] bg-white px-3 text-[13px] text-[#1a1c1c] outline-none focus:border-[#0050cb]"
+          >
+            <option value="all">全部人员</option>
+            <option value="assigned">已分配</option>
+            <option value="unassigned">待分配</option>
+            <option value="excluded">不参与考核</option>
+          </select>
+        </label>
+        <button
+          type="button"
+          onClick={() => void load()}
+          className="min-h-11 self-end rounded border border-[#1a1c1c] px-4 text-[13px] font-bold text-[#1a1c1c] hover:bg-[#f4f3f3] focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-[#0050cb]"
+        >
+          查询
+        </button>
+      </div>
+
+      {loadError && (
+        <div role="alert" className="my-4 flex flex-wrap items-center justify-between gap-3 border border-[#f0b8b8] bg-[#fff8f7] px-4 py-3 text-[13px] text-[#93000a]">
+          <span>{loadError}</span>
+          <button type="button" onClick={() => void load()} className="min-h-9 px-2 font-bold underline">重试</button>
+        </div>
+      )}
+
+      <div className="mt-4 overflow-x-auto border border-[#c2c6d8]">
+        <table className="w-full min-w-[760px] border-collapse text-left">
+          <thead>
+            <tr className="border-b border-[#c2c6d8] bg-[#f4f3f3] text-[12px] font-bold text-[#5f5e5e]">
+              <th scope="col" className="w-12 px-3 py-3">
+                <input
+                  type="checkbox"
+                  checked={allVisibleSelected}
+                  onChange={toggleAll}
+                  aria-label="选择当前列表全部人员"
+                />
+              </th>
+              <th scope="col" className="px-3 py-3">人员</th>
+              <th scope="col" className="px-3 py-3">部门</th>
+              <th scope="col" className="px-3 py-3">职位</th>
+              <th scope="col" className="w-[180px] px-3 py-3">当前分配</th>
+            </tr>
+          </thead>
+          <tbody className="divide-y divide-[#e2e2e2]">
+            {loading && (
+              <tr>
+                <td colSpan={5} className="px-4 py-10 text-center text-[13px] font-semibold text-[#5f5e5e]">人员加载中...</td>
+              </tr>
+            )}
+            {!loading && rows.map((row) => (
+              <tr key={row.id} className={selectedIds.has(row.id) ? 'bg-[#f4f7ff]' : 'bg-white hover:bg-[#fcfcfc]'}>
+                <td className="px-3 py-3">
+                  <input
+                    type="checkbox"
+                    checked={selectedIds.has(row.id)}
+                    onChange={() => toggleRow(row.id)}
+                    aria-label={`选择 ${row.displayName}`}
+                  />
+                </td>
+                <td className="px-3 py-3 text-[13px] font-bold text-[#1a1c1c]">{row.displayName}</td>
+                <td className="px-3 py-3 text-[13px] text-[#5f5e5e]">{row.departmentPath || row.departmentName || '-'}</td>
+                <td className="px-3 py-3 text-[13px] text-[#5f5e5e]">{row.positionTitle || '-'}</td>
+                <td className="px-3 py-3">
+                  <span className={`inline-flex rounded px-2 py-1 text-[12px] font-semibold ${
+                    row.participation === 'excluded'
+                      ? 'bg-[#f4f3f3] text-[#5f5e5e]'
+                      : row.positionGroupName
+                        ? 'bg-[#eef5ff] text-[#0050cb]'
+                        : 'bg-[#fff4df] text-[#8a5700]'
+                  }`}>
+                    {participationLabel(row)}
+                  </span>
+                </td>
+              </tr>
+            ))}
+            {!loading && rows.length === 0 && !loadError && (
+              <tr>
+                <td colSpan={5} className="px-4 py-10 text-center text-[13px] font-semibold text-[#5f5e5e]">
+                  当前条件下没有人员
+                </td>
+              </tr>
+            )}
+          </tbody>
+        </table>
+      </div>
+
+      <div className="flex flex-wrap items-center justify-between gap-3 border-x border-b border-[#c2c6d8] px-3 py-3 text-[12px] font-semibold text-[#5f5e5e]">
+        <span>
+          共 {total} 人
+          {total > 0 ? ` · 当前显示 ${(page - 1) * pageSize + 1}–${Math.min(page * pageSize, total)}` : ''}
+        </span>
+        <div className="flex items-center gap-2">
+          <button
+            type="button"
+            disabled={page <= 1 || loading}
+            onClick={() => setPage((current) => Math.max(1, current - 1))}
+            className="min-h-9 rounded border border-[#c2c6d8] px-3 font-bold text-[#1a1c1c] disabled:opacity-40"
+          >
+            上一页
+          </button>
+          <span>第 {page} / {Math.max(1, Math.ceil(total / pageSize))} 页</span>
+          <button
+            type="button"
+            disabled={page * pageSize >= total || loading}
+            onClick={() => setPage((current) => current + 1)}
+            className="min-h-9 rounded border border-[#c2c6d8] px-3 font-bold text-[#1a1c1c] disabled:opacity-40"
+          >
+            下一页
+          </button>
+        </div>
+      </div>
+
+      <div className="sticky bottom-[68px] z-20 -mx-4 mt-4 border-t border-[#c2c6d8] bg-white/95 px-4 py-3 shadow-[0_-4px_10px_rgba(0,0,0,0.06)] backdrop-blur sm:bottom-0 sm:mx-0 sm:flex sm:items-center sm:justify-between sm:shadow-none">
+        <div className="mb-2 text-[12px] font-semibold text-[#5f5e5e] sm:mb-0">
+          已选择 {selectedIds.size} 人
+        </div>
+        <div className="grid grid-cols-[minmax(0,1fr)_auto] gap-2 sm:flex">
+          <div className="grid min-w-0 gap-2 sm:grid-cols-[220px_240px]">
+            <select
+              aria-label="批量分配操作"
+              value={assignmentValue}
+              onChange={(event) => setAssignmentValue(event.target.value)}
+              className="h-11 min-w-0 rounded border border-[#c2c6d8] bg-white px-3 text-[13px] font-semibold text-[#1a1c1c] outline-none focus:border-[#0050cb]"
+            >
+              <option value="">选择分配结果</option>
+              {groups.filter((group) => group.status !== 'disabled').map((group) => (
+                <option key={group.id} value={group.id}>{group.name}</option>
+              ))}
+              <option value="__excluded__">不参与考核</option>
+              <option value="__automatic__">恢复自动匹配</option>
+            </select>
+            <input
+              aria-label="本次调整原因"
+              value={reason}
+              onChange={(event) => setReason(event.target.value)}
+              placeholder="本次调整原因（必填）"
+              className="h-11 min-w-0 rounded border border-[#c2c6d8] px-3 text-[13px] text-[#1a1c1c] outline-none focus:border-[#0050cb]"
+            />
+          </div>
+          <button
+            type="button"
+            disabled={saving || selectedIds.size === 0}
+            onClick={() => void applyAssignment()}
+            className="min-h-11 rounded bg-[#0050cb] px-4 text-[13px] font-bold text-white hover:bg-[#003fa4] focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-[#0050cb] focus-visible:ring-offset-2 disabled:cursor-not-allowed disabled:opacity-50"
+          >
+            {saving ? '处理中...' : '应用分配'}
+          </button>
+        </div>
+      </div>
+    </section>
+  )
+}
diff --git a/app/performance-survey/[[...path]]/page.tsx b/app/performance-survey/[[...path]]/page.tsx
index 7b5534c..dad11df 100644
--- a/app/performance-survey/[[...path]]/page.tsx
+++ b/app/performance-survey/[[...path]]/page.tsx
@@ -758,14 +758,25 @@ function Dashboard({ me, permissionsLoading }: { me: any | null; permissionsLoad
     query.set('tab', nextTab)
     const workspaceTab = getLegacyPerformanceSurveyWorkspaceTab(searchParams.get('workspace'))
     if (workspaceTab) query.set('workspace', workspaceTab)
+    const adminWorkspace = searchParams.get('adminWorkspace')
+    if (adminWorkspace) query.set('adminWorkspace', adminWorkspace)
     router.replace(`/performance-survey?${query.toString()}`, { scroll: false })
   }
   const tabItems: Array<{ id: PerformanceSurveyDashboardTab; label: string }> = [
     { id: 'personal', label: '个人看板' },
     { id: 'public', label: '公共看板' },
-    ...(canCreateSurvey ? [{ id: 'manage' as const, label: '发起调研' }] : []),
+    ...(canCreateSurvey
+      ? [{
+          id: 'manage' as const,
+          label: me?.permissions?.isSystemAdmin ? '调研管理' : '发起调研',
+        }]
+      : []),
   ]
-  const pageTitle = tab === 'public' ? '公共看板' : tab === 'manage' ? '发起调研' : '个人绩效概览'
+  const pageTitle = tab === 'public'
+    ? '公共看板'
+    : tab === 'manage'
+      ? me?.permissions?.isSystemAdmin ? '考核调研管理' : '发起调研'
+      : '个人绩效概览'
   const pageSubtitle = tab === 'personal'
     ? '过去 12 个月的考核详细数据'
     : tab === 'public'
@@ -2743,6 +2754,25 @@ function DepartmentFilterTree({
   )
 }
 
+type PerformanceSurveyAdminWorkspace =
+  | 'overview'
+  | 'launch'
+  | 'positions'
+  | 'people'
+  | 'templates'
+  | 'plans'
+  | 'operations'
+
+const PERFORMANCE_SURVEY_ADMIN_WORKSPACES: PerformanceSurveyAdminWorkspace[] = [
+  'overview',
+  'launch',
+  'positions',
+  'people',
+  'templates',
+  'plans',
+  'operations',
+]
+
 function ManagePanel({
   currentEmployee,
   isSystemAdmin,
@@ -2752,30 +2782,97 @@ function ManagePanel({
   isSystemAdmin: boolean
   canSelectAnyPosition: boolean
 }) {
+  const router = useRouter()
+  const searchParams = useSearchParams()
   const departments = useApi<DepartmentOption[]>('/departments?purpose=evaluator', [])
   const surveys = useApi<any>('/surveys', [])
   const [message, setMessage] = useState<string | null>(null)
-  const [workspace, setWorkspace] = useState<'launch' | 'positions' | 'templates'>('launch')
+  const requestedWorkspace = String(searchParams.get('adminWorkspace') || '').trim() as PerformanceSurveyAdminWorkspace
+  const initialWorkspace = isSystemAdmin && PERFORMANCE_SURVEY_ADMIN_WORKSPACES.includes(requestedWorkspace)
+    ? requestedWorkspace
+    : isSystemAdmin ? 'overview' : 'launch'
+  const [workspace, setWorkspace] = useState<PerformanceSurveyAdminWorkspace>(initialWorkspace)
+  const [configurationDirty, setConfigurationDirty] = useState(false)
+  const notifications = useApi<any[]>(
+    isSystemAdmin && workspace === 'operations' ? '/admin/notifications?limit=50' : null,
+    [workspace, isSystemAdmin],
+  )
+  const notificationStatus = useApi<any>(
+    isSystemAdmin && workspace === 'operations' ? '/admin/notifications/status' : null,
+    [workspace, isSystemAdmin],
+  )
+
+  useEffect(() => {
+    if (!isSystemAdmin) {
+      if (workspace !== 'launch') setWorkspace('launch')
+      return
+    }
+    if (PERFORMANCE_SURVEY_ADMIN_WORKSPACES.includes(requestedWorkspace) && requestedWorkspace !== workspace) {
+      if (
+        configurationDirty
+        && typeof window !== 'undefined'
+        && !window.confirm('当前配置尚未保存，确定离开吗？')
+      ) {
+        const query = new URLSearchParams(searchParams.toString())
+        query.set('tab', 'manage')
+        query.set('adminWorkspace', workspace)
+        router.replace(`/performance-survey?${query.toString()}`, { scroll: false })
+        return
+      }
+      setConfigurationDirty(false)
+      setWorkspace(requestedWorkspace)
+    }
+  }, [configurationDirty, isSystemAdmin, requestedWorkspace, router, searchParams, workspace])
+
+  const selectWorkspace = (nextWorkspace: PerformanceSurveyAdminWorkspace) => {
+    if (
+      nextWorkspace !== workspace
+      && configurationDirty
+      && typeof window !== 'undefined'
+      && !window.confirm('当前配置尚未保存，确定离开吗？')
+    ) {
+      return
+    }
+    setMessage(null)
+    setConfigurationDirty(false)
+    setWorkspace(nextWorkspace)
+    const query = new URLSearchParams(searchParams.toString())
+    query.set('tab', 'manage')
+    query.set('adminWorkspace', nextWorkspace)
+    router.replace(`/performance-survey?${query.toString()}`, { scroll: false })
+  }
 
   return (
     <div className="grid gap-4">
       {isSystemAdmin && (
-        <div className="flex h-10 w-fit items-center border border-[#e2e2e2] bg-white p-1">
+        <nav
+          aria-label="考核调研管理功能"
+          className="flex max-w-full items-center gap-1 overflow-x-auto border-b border-[#e2e2e2] bg-white pb-2"
+        >
           {([
+            ['overview', '管理概览'],
             ['launch', '发起调研'],
-            ['positions', '岗位配置'],
-            ['templates', '模板管理'],
+            ['positions', '岗位'],
+            ['people', '人员分配'],
+            ['templates', '模板'],
+            ['plans', '月度方案'],
+            ['operations', '运行维护'],
           ] as const).map(([id, label]) => (
             <button
               key={id}
               type="button"
-              onClick={() => setWorkspace(id)}
-              className={`h-8 px-4 text-[12px] font-bold ${workspace === id ? 'bg-[#1a1c1c] text-white' : 'text-[#5f5e5e] hover:bg-[#f7f7f7]'}`}
+              onClick={() => selectWorkspace(id)}
+              aria-current={workspace === id ? 'page' : undefined}
+              className={`h-9 shrink-0 rounded px-3 text-[12px] font-bold transition-colors ${
+                workspace === id
+                  ? 'bg-[#1a1c1c] text-white'
+                  : 'text-[#5f5e5e] hover:bg-[#f4f4f4] hover:text-[#1a1c1c]'
+              }`}
             >
               {label}
             </button>
           ))}
-        </div>
+        </nav>
       )}
       {workspace === 'launch' ? (
         <CreateSurveyForm
@@ -2787,10 +2884,22 @@ function ManagePanel({
             await surveys.refresh()
           }}
         />
+      ) : workspace === 'operations' ? (
+        <section className="border border-[#e2e2e2] bg-white" aria-labelledby="performance-survey-operations-title">
+          <div className="border-b border-[#e2e2e2] px-4 py-4">
+            <h2 id="performance-survey-operations-title" className="text-[18px] font-bold text-[#1a1c1c]">运行维护</h2>
+            <p className="mt-1 text-[12px] font-medium text-[#727687]">同步人员档案、检查通知异常并补发消息</p>
+          </div>
+          <div className="grid gap-4 p-4 lg:grid-cols-[minmax(0,320px)_minmax(0,1fr)]">
+            <AdminActions onMessage={setMessage} />
+            <NotificationList state={notifications} statusState={notificationStatus} />
+          </div>
+        </section>
       ) : (
         <PerformanceSurveyAdminConfig
           mode={workspace}
           request={apiRequest}
+          onDirtyChange={setConfigurationDirty}
         />
       )}
       {message && (
@@ -4034,19 +4143,20 @@ function AdminActions({
   }
 
   return (
-    <section className="rounded-[14px] bg-white px-4 py-4 shadow-[0_10px_24px_rgba(45,43,80,0.07)] dark:border dark:border-gray-700 dark:bg-gray-900">
-      <h2 className="text-[18px] font-semibold text-gray-900 dark:text-white">维护</h2>
-      <div className="mt-3 grid grid-cols-2 gap-2">
+    <section className="border border-[#e2e2e2] bg-white px-4 py-4">
+      <h3 className="text-[16px] font-bold text-[#1a1c1c]">数据维护</h3>
+      <p className="mt-1 text-[12px] font-medium text-[#727687]">人员同步会更新本地花名册，不会修改历史调研。</p>
+      <div className="mt-4 grid grid-cols-2 gap-2">
         <button
           disabled={busy !== null}
           onClick={() => run('sync', '/admin/sync-employees', '人员档案已同步')}
-          className="rounded-[10px] border border-[#dbe5f2] px-2 py-2 text-sm font-medium text-gray-700 hover:bg-gray-50 disabled:opacity-50 dark:border-gray-600 dark:text-gray-200 dark:hover:bg-gray-700"
+          className="min-h-10 rounded border border-[#c9c9c9] px-3 py-2 text-sm font-bold text-[#1a1c1c] hover:border-[#1a1c1c] hover:bg-[#f7f7f7] disabled:opacity-50"
         >
           {busy === 'sync' ? '同步中' : '人员同步'}
         </button>
         <a
           href="/api/performance-survey/admin/export"
-          className="rounded-[10px] border border-[#dbe5f2] px-2 py-2 text-center text-sm font-medium text-gray-700 hover:bg-gray-50 dark:border-gray-600 dark:text-gray-200 dark:hover:bg-gray-700"
+          className="flex min-h-10 items-center justify-center rounded border border-[#c9c9c9] px-3 py-2 text-center text-sm font-bold text-[#1a1c1c] hover:border-[#1a1c1c] hover:bg-[#f7f7f7]"
         >
           导出数据
         </a>
@@ -4092,17 +4202,17 @@ function NotificationList({
   }
 
   return (
-    <section className="rounded-[14px] bg-white px-4 py-4 shadow-[0_10px_24px_rgba(45,43,80,0.07)] dark:border dark:border-gray-700 dark:bg-gray-900">
+    <section className="border border-[#e2e2e2] bg-white px-4 py-4">
       <div className="flex items-center justify-between">
         <div>
-          <h2 className="text-[18px] font-semibold text-gray-900 dark:text-white">钉钉消息</h2>
-          <div className="mt-1 text-xs text-gray-500 dark:text-gray-400">{total} 条 · {sentCount} 已发送 · {failedCount} 异常</div>
+          <h3 className="text-[16px] font-bold text-[#1a1c1c]">钉钉消息</h3>
+          <div className="mt-1 text-xs font-medium text-[#727687]">{total} 条 · {sentCount} 已发送 · {failedCount} 异常</div>
         </div>
         <button
           onClick={async () => {
             await Promise.all([state.refresh(), statusState.refresh()])
           }}
-          className="rounded-[10px] border border-[#dbe5f2] px-3 py-1.5 text-sm font-medium text-gray-700 hover:bg-gray-50 dark:border-gray-700 dark:text-gray-200"
+          className="min-h-9 rounded px-3 py-1.5 text-sm font-bold text-[#0050cb] hover:bg-[#f4f7ff]"
         >
           刷新
         </button>
@@ -4119,23 +4229,23 @@ function NotificationList({
         </div>
       )}
       <div className="mt-3 divide-y divide-[#eef1f6] dark:divide-gray-800">
-        {state.loading && <div className="text-sm text-gray-500">加载中...</div>}
-        {state.error && <div className="text-sm text-red-600">{state.error}</div>}
-        {records.length === 0 && !state.loading && <div className="py-3 text-sm text-gray-500">暂无消息记录</div>}
+        {state.loading && <div className="text-sm text-[#727687]">加载中...</div>}
+        {state.error && <div className="text-sm font-semibold text-[#93000a]">{state.error}</div>}
+        {records.length === 0 && !state.loading && <div className="py-3 text-sm text-[#727687]">暂无消息记录</div>}
         {visibleRecords.map((item) => {
           const isRetryable = ['retrying', 'exhausted', 'skipped'].includes(item.status)
           return (
             <div key={item.id} className="py-3">
               <div className="flex items-start justify-between gap-3">
                 <div className="min-w-0">
-                  <div className="truncate text-sm font-medium text-gray-900 dark:text-white">{item.title}</div>
-                  <div className="mt-1 truncate text-xs text-gray-500 dark:text-gray-400">
+                  <div className="truncate text-sm font-bold text-[#1a1c1c]">{item.title}</div>
+                  <div className="mt-1 truncate text-xs text-[#727687]">
                     {item.recipientName || '收件人缺失'} · {getNotificationEventLabel(item.eventType)}
                   </div>
                   {item.lastError && (
-                    <details className="mt-1 hidden text-xs text-gray-500 dark:text-gray-400 sm:block">
-                      <summary className="cursor-pointer list-none text-red-500">详情</summary>
-                      <div className="mt-1 break-words text-red-500">{item.lastError}</div>
+                    <details className="mt-1 hidden text-xs text-[#727687] sm:block">
+                      <summary className="cursor-pointer list-none font-semibold text-[#93000a]">详情</summary>
+                      <div className="mt-1 break-words text-[#93000a]">{item.lastError}</div>
                     </details>
                   )}
                 </div>
@@ -4145,7 +4255,7 @@ function NotificationList({
                     <button
                       disabled={busyId === item.id}
                       onClick={() => retry(item.id)}
-                      className="rounded-md border border-gray-300 px-2 py-1 text-xs text-gray-700 hover:bg-gray-50 disabled:opacity-50 dark:border-gray-600 dark:text-gray-200 dark:hover:bg-gray-700"
+                      className="rounded border border-[#c9c9c9] px-2 py-1 text-xs font-bold text-[#1a1c1c] hover:border-[#1a1c1c] hover:bg-[#f7f7f7] disabled:opacity-50"
                     >
                       补发
                     </button>
diff --git a/lib/__tests__/performance-survey-position-admin.test.ts b/lib/__tests__/performance-survey-position-admin.test.ts
new file mode 100644
index 0000000..c8f3d55
--- /dev/null
+++ b/lib/__tests__/performance-survey-position-admin.test.ts
@@ -0,0 +1,151 @@
+/** @jest-environment node */
+
+import { prisma } from '@/lib/prisma'
+import {
+  assertPerformanceSurveyPositionPlanPreviewMatches,
+  savePerformanceSurveyPositionGroupDraft,
+} from '@/lib/performance-survey-position-config'
+
+jest.mock('@/lib/prisma', () => ({
+  prisma: {
+    performanceSurveyPositionGroup: {
+      findUnique: jest.fn(),
+      update: jest.fn(),
+    },
+    performanceSurveyPositionRule: {
+      deleteMany: jest.fn(),
+      createMany: jest.fn(),
+      update: jest.fn(),
+    },
+    performanceSurveyTemplateVersion: {
+      findMany: jest.fn(),
+    },
+    $transaction: jest.fn(),
+  },
+}))
+
+describe('performance survey position admin', () => {
+  beforeEach(() => {
+    jest.clearAllMocks()
+  })
+
+  test('保存岗位组草稿只更新方案草稿，不改线上岗位组和匹配规则', async () => {
+    const liveGroup = {
+      id: 'group-1',
+      code: 'brand_designer',
+      name: '线上岗位名',
+      sortOrder: 10,
+      isActive: true,
+      isSystem: true,
+      archivedAt: null,
+    }
+    const existingDraft = {
+      id: 'draft-1',
+      positionGroupId: liveGroup.id,
+      version: 2,
+      status: 'draft',
+      effectiveMonth: '2026-08',
+      matchRules: [{ positionTitle: '线上规则' }],
+      groupConfig: {
+        name: liveGroup.name,
+        sortOrder: liveGroup.sortOrder,
+        isActive: liveGroup.isActive,
+      },
+      items: [],
+    }
+    const updatedDraft = {
+      ...existingDraft,
+      matchRules: [{ positionTitle: '草稿规则' }],
+      groupConfig: {
+        name: '草稿岗位名',
+        sortOrder: 20,
+        isActive: false,
+      },
+    }
+    const tx = {
+      performanceSurveyPositionPlan: {
+        findFirst: jest.fn().mockResolvedValue(existingDraft),
+        update: jest.fn().mockResolvedValue(updatedDraft),
+        findUnique: jest.fn().mockResolvedValue(updatedDraft),
+      },
+      performanceSurveyPositionPlanItem: {
+        deleteMany: jest.fn(),
+        createMany: jest.fn(),
+      },
+      performanceSurveyPositionGroup: {
+        findUnique: jest.fn().mockResolvedValue(liveGroup),
+        update: jest.fn(),
+      },
+      performanceSurveyPositionRule: {
+        deleteMany: jest.fn(),
+        createMany: jest.fn(),
+        update: jest.fn(),
+      },
+      performanceSurveyConfigAuditLog: {
+        create: jest.fn().mockResolvedValue({ id: 'audit-1' }),
+      },
+      $queryRawUnsafe: jest.fn().mockResolvedValue([{ locked: '1' }]),
+    }
+
+    ;(prisma.performanceSurveyPositionGroup.findUnique as jest.Mock).mockResolvedValue(liveGroup)
+    ;(prisma.$transaction as jest.Mock).mockImplementation(async (callback) => callback(tx))
+
+    await expect(savePerformanceSurveyPositionGroupDraft({
+      groupId: liveGroup.id,
+      name: '草稿岗位名',
+      sortOrder: 20,
+      isActive: false,
+      rules: [{ positionTitle: '草稿规则' }],
+      effectiveMonth: '2026-08',
+      reason: '配置调整',
+      actorUserId: 'admin-1',
+      actorName: '管理员',
+    })).resolves.toMatchObject({
+      groupId: liveGroup.id,
+      draftPlanId: existingDraft.id,
+      version: existingDraft.version,
+    })
+
+    expect(tx.performanceSurveyPositionPlan.update).toHaveBeenCalledWith(expect.objectContaining({
+      where: { id: existingDraft.id },
+      data: expect.objectContaining({
+        matchRules: [{ positionTitle: '草稿规则', departmentPathPrefix: null }],
+        groupConfig: {
+          name: '草稿岗位名',
+          sortOrder: 20,
+          isActive: false,
+        },
+      }),
+    }))
+    expect(tx.performanceSurveyConfigAuditLog.create).toHaveBeenCalledTimes(1)
+    expect(prisma.performanceSurveyPositionGroup.update).not.toHaveBeenCalled()
+    expect(prisma.performanceSurveyPositionRule.deleteMany).not.toHaveBeenCalled()
+    expect(prisma.performanceSurveyPositionRule.createMany).not.toHaveBeenCalled()
+    expect(tx.performanceSurveyPositionGroup.update).not.toHaveBeenCalled()
+    expect(tx.performanceSurveyPositionRule.deleteMany).not.toHaveBeenCalled()
+    expect(tx.performanceSurveyPositionRule.createMany).not.toHaveBeenCalled()
+    expect(tx.$queryRawUnsafe).toHaveBeenCalledWith(
+      expect.stringContaining('pg_advisory_xact_lock'),
+      `performance-survey-position-group:${liveGroup.id}`,
+    )
+  })
+
+  test('发布只能使用发布前检查确认过的同一份草稿', () => {
+    const draft = {
+      id: 'draft-1',
+      version: 3,
+      updatedAt: new Date('2026-07-23T10:00:00.000Z'),
+    }
+    expect(() => assertPerformanceSurveyPositionPlanPreviewMatches(draft, {
+      draftPlanId: draft.id,
+      draftVersion: draft.version,
+      draftUpdatedAt: '2026-07-23T10:00:00.000Z',
+    })).not.toThrow()
+
+    expect(() => assertPerformanceSurveyPositionPlanPreviewMatches(draft, {
+      draftPlanId: draft.id,
+      draftVersion: draft.version,
+      draftUpdatedAt: '2026-07-23T10:00:01.000Z',
+    })).toThrow('岗位方案草稿已发生变化，请重新执行发布前检查')
+  })
+})
diff --git a/lib/__tests__/performance-survey-position-config.test.ts b/lib/__tests__/performance-survey-position-config.test.ts
index a60f105..4ff4ae1 100644
--- a/lib/__tests__/performance-survey-position-config.test.ts
+++ b/lib/__tests__/performance-survey-position-config.test.ts
@@ -4,7 +4,9 @@ import {
   PERFORMANCE_SURVEY_POSITION_GROUP_SEEDS,
   matchesPerformanceSurveyPositionRule,
   paginatePerformanceSurveyTemplates,
+  performanceSurveyMonthRangesOverlap,
   resolvePerformanceSurveyPositionMembership,
+  validatePerformanceSurveyPositionPlanTemplateVersions,
   validatePerformanceSurveyTemplateDefinition,
   type PositionGroupRuntime,
 } from '@/lib/performance-survey-position-config'
@@ -14,6 +16,8 @@ function group(input: Partial<PositionGroupRuntime> & Pick<PositionGroupRuntime,
   return {
     sortOrder: 0,
     isActive: true,
+    isSystem: false,
+    archivedAt: null,
     status: 'ready',
     planId: 'plan-1',
     planVersion: 1,
@@ -78,6 +82,74 @@ describe('performance survey position configuration', () => {
     }, [creative])).toMatchObject({ status: 'unmatched', group: null })
   })
 
+  test('人工岗位或排除配置优先于自动岗位规则', () => {
+    const automatic = group({
+      id: 'automatic',
+      code: 'automatic',
+      name: '自动岗位',
+      rules: [{ positionTitle: 'AI策划' }],
+    })
+    const manual = group({
+      id: 'manual',
+      code: 'manual',
+      name: '人工岗位',
+      rules: [],
+    })
+    const employee = { positionTitle: 'AI策划' }
+
+    expect(resolvePerformanceSurveyPositionMembership(employee, [automatic, manual], {
+      id: 'assignment-position',
+      assignmentType: 'position',
+      positionGroupId: manual.id,
+    })).toMatchObject({
+      status: 'matched',
+      group: { id: manual.id },
+      source: 'manual',
+      manualAssignmentId: 'assignment-position',
+    })
+
+    expect(resolvePerformanceSurveyPositionMembership(employee, [automatic, manual], {
+      id: 'assignment-excluded',
+      assignmentType: 'excluded',
+    })).toEqual({
+      status: 'excluded',
+      group: null,
+      matches: [],
+      source: 'manual',
+      manualAssignmentId: 'assignment-excluded',
+    })
+  })
+
+  test('人工岗位月份区间按闭区间判断重叠', () => {
+    expect(performanceSurveyMonthRangesOverlap(
+      { startMonth: '2026-01', endMonth: '2026-03' },
+      { startMonth: '2026-03', endMonth: '2026-05' },
+    )).toBe(true)
+    expect(performanceSurveyMonthRangesOverlap(
+      { startMonth: '2026-01', endMonth: '2026-02' },
+      { startMonth: '2026-03', endMonth: null },
+    )).toBe(false)
+    expect(performanceSurveyMonthRangesOverlap(
+      { startMonth: '2026-03', endMonth: null },
+      { startMonth: '2099-01', endMonth: '2099-12' },
+    )).toBe(true)
+  })
+
+  test('岗位方案拒绝重复模板、草稿版本和晚于方案生效月的模板版本', () => {
+    expect(() => validatePerformanceSurveyPositionPlanTemplateVersions([
+      { id: 'version-1', templateId: 'template-1', status: 'published', effectiveMonth: '2026-01' },
+      { id: 'version-2', templateId: 'template-1', status: 'published', effectiveMonth: '2026-02' },
+    ], '2026-03')).toThrow('同一模板只能选择一个版本')
+
+    expect(() => validatePerformanceSurveyPositionPlanTemplateVersions([
+      { id: 'version-1', templateId: 'template-1', status: 'draft', effectiveMonth: '2026-01' },
+    ], '2026-03')).toThrow('只能选择已发布模板版本')
+
+    expect(() => validatePerformanceSurveyPositionPlanTemplateVersions([
+      { id: 'version-1', templateId: 'template-1', status: 'published', effectiveMonth: '2026-04' },
+    ], '2026-03')).toThrow('生效月份不能晚于岗位方案生效月份')
+  })
+
   test('看板考核项固定每页最多四项并钳制越界页码', () => {
     const items = Array.from({ length: 9 }, (_, index) => `item-${index + 1}`)
     expect(paginatePerformanceSurveyTemplates(items, 1)).toEqual({
diff --git a/lib/performance-survey-position-config.ts b/lib/performance-survey-position-config.ts
index 10ad646..524d759 100644
--- a/lib/performance-survey-position-config.ts
+++ b/lib/performance-survey-position-config.ts
@@ -47,9 +47,11 @@ export type PerformanceSurveyPositionRuleInput = {
 }
 
 export type PerformanceSurveyPositionMembership = {
-  status: 'matched' | 'unmatched' | 'conflict'
+  status: 'matched' | 'unmatched' | 'conflict' | 'excluded'
   group: PositionGroupRuntime | null
   matches: PositionGroupRuntime[]
+  source: 'automatic' | 'manual'
+  manualAssignmentId: string | null
 }
 
 export type PositionGroupRuntime = {
@@ -58,6 +60,8 @@ export type PositionGroupRuntime = {
   name: string
   sortOrder: number
   isActive: boolean
+  isSystem: boolean
+  archivedAt: Date | null
   status: 'ready' | 'pending' | 'disabled'
   planId: string | null
   planVersion: number | null
@@ -66,6 +70,30 @@ export type PositionGroupRuntime = {
   templates: PerformanceSurveyTemplateShape[]
 }
 
+type PositionGroupPlanConfiguration = {
+  name: string
+  sortOrder: number
+  isActive: boolean
+}
+
+type ManualPositionAssignmentRuntime = {
+  id: string
+  assignmentType: string
+  positionGroupId?: string | null
+}
+
+type AuditInput = {
+  action: string
+  targetType: string
+  targetId?: string | null
+  actorUserId: string
+  actorName: string
+  reason?: string | null
+  beforeSnapshot?: unknown
+  afterSnapshot?: unknown
+  metadata?: unknown
+}
+
 export class PerformanceSurveyPositionConfigError extends Error {
   status: number
 
@@ -81,6 +109,54 @@ function clean(value: unknown) {
   return text || null
 }
 
+function toAuditJson(value: unknown) {
+  if (value === undefined || value === null) return undefined
+  return JSON.parse(JSON.stringify(value))
+}
+
+async function writePerformanceSurveyConfigAuditLog(db: any, input: AuditInput) {
+  return db.performanceSurveyConfigAuditLog.create({
+    data: {
+      action: input.action,
+      targetType: input.targetType,
+      targetId: input.targetId || null,
+      actorUserId: input.actorUserId,
+      actorName: input.actorName,
+      reason: clean(input.reason),
+      beforeSnapshot: toAuditJson(input.beforeSnapshot),
+      afterSnapshot: toAuditJson(input.afterSnapshot),
+      metadata: toAuditJson(input.metadata),
+    },
+  })
+}
+
+function normalizePositionGroupCode(value: unknown) {
+  return String(value ?? '').trim().toLowerCase().replace(/[^a-z0-9_]+/g, '_').replace(/^_+|_+$/g, '')
+}
+
+function readPositionGroupPlanConfiguration(
+  value: unknown,
+  fallback: { name: string; sortOrder: number; isActive: boolean },
+): PositionGroupPlanConfiguration {
+  const record = value && typeof value === 'object' && !Array.isArray(value)
+    ? value as Record<string, unknown>
+    : {}
+  return {
+    name: clean(record.name) || fallback.name,
+    sortOrder: Number.isFinite(Number(record.sortOrder)) ? Number(record.sortOrder) : fallback.sortOrder,
+    isActive: typeof record.isActive === 'boolean' ? record.isActive : fallback.isActive,
+  }
+}
+
+export function performanceSurveyMonthRangesOverlap(
+  left: { startMonth: string; endMonth?: string | null },
+  right: { startMonth: string; endMonth?: string | null },
+) {
+  const leftEnd = left.endMonth || '9999-12'
+  const rightEnd = right.endMonth || '9999-12'
+  return left.startMonth <= rightEnd && right.startMonth <= leftEnd
+}
+
 function normalizeMatchText(value: unknown) {
   return String(value ?? '').trim().toLocaleLowerCase('zh-CN')
 }
@@ -124,7 +200,27 @@ export function matchesPerformanceSurveyPositionRule(
 export function resolvePerformanceSurveyPositionMembership(
   employee: { departmentPath?: string | null; departmentName?: string | null; positionTitle?: string | null },
   groups: PositionGroupRuntime[],
+  manualAssignment?: ManualPositionAssignmentRuntime | null,
 ): PerformanceSurveyPositionMembership {
+  if (manualAssignment?.assignmentType === 'excluded') {
+    return {
+      status: 'excluded',
+      group: null,
+      matches: [],
+      source: 'manual',
+      manualAssignmentId: manualAssignment.id,
+    }
+  }
+  if (manualAssignment?.assignmentType === 'position') {
+    const manualGroup = groups.find((group) => group.id === manualAssignment.positionGroupId) || null
+    return {
+      status: manualGroup && manualGroup.status !== 'disabled' ? 'matched' : 'unmatched',
+      group: manualGroup && manualGroup.status !== 'disabled' ? manualGroup : null,
+      matches: manualGroup ? [manualGroup] : [],
+      source: 'manual',
+      manualAssignmentId: manualAssignment.id,
+    }
+  }
   const matches = groups.filter((group) => (
     group.isActive
     && group.rules.length > 0
@@ -134,6 +230,8 @@ export function resolvePerformanceSurveyPositionMembership(
     status: matches.length === 1 ? 'matched' : matches.length === 0 ? 'unmatched' : 'conflict',
     group: matches.length === 1 ? matches[0] : null,
     matches,
+    source: 'automatic',
+    manualAssignmentId: null,
   }
 }
 
@@ -329,6 +427,11 @@ async function ensurePositionPlanSeed(input: {
       status: input.status,
       effectiveMonth: input.status === 'published' ? input.effectiveMonth : null,
       matchRules: [],
+      groupConfig: {
+        name: group.name,
+        sortOrder: group.sortOrder,
+        isActive: group.isActive,
+      },
       publishedAt: input.status === 'published' ? new Date() : null,
       createdByName: '系统初始化',
       items: {
@@ -347,8 +450,8 @@ export async function seedPerformanceSurveyPositionConfiguration() {
   for (const seed of PERFORMANCE_SURVEY_POSITION_GROUP_SEEDS) {
     await prisma.performanceSurveyPositionGroup.upsert({
       where: { code: seed.code },
-      update: {},
-      create: { ...seed, isActive: true },
+      update: { isSystem: true },
+      create: { ...seed, isActive: true, isSystem: true },
     })
   }
 
@@ -457,9 +560,13 @@ function chooseEffectivePlan<T extends { status: string; effectiveMonth: string
     ))[0] || null
 }
 
-export async function listPerformanceSurveyPositionGroups(monthInput?: string | null): Promise<PositionGroupRuntime[]> {
+export async function listPerformanceSurveyPositionGroups(
+  monthInput?: string | null,
+  options?: { includeArchived?: boolean },
+): Promise<PositionGroupRuntime[]> {
   const month = normalizePerformanceSurveyAssessmentMonth(monthInput) || getCurrentAssessmentMonth()
   const groups = await prisma.performanceSurveyPositionGroup.findMany({
+    where: options?.includeArchived ? undefined : { archivedAt: null },
     orderBy: [{ sortOrder: 'asc' }, { name: 'asc' }],
     include: {
       plans: {
@@ -475,6 +582,7 @@ export async function listPerformanceSurveyPositionGroups(monthInput?: string |
   })
   return groups.map((group) => {
     const plan = chooseEffectivePlan(group.plans, month)
+    const configuration = readPositionGroupPlanConfiguration(plan?.groupConfig, group)
     const templates = (plan?.items || []).map((item) => ({
       ...readTemplateDefinition(item.templateVersion.definition),
       templateVersionId: item.templateVersion.id,
@@ -483,14 +591,17 @@ export async function listPerformanceSurveyPositionGroups(monthInput?: string |
       effectiveMonth: item.templateVersion.effectiveMonth,
     }))
     const rules = readRules(plan?.matchRules)
+    const isActive = Boolean(configuration.isActive && !group.archivedAt)
     const ready = Boolean(plan && rules.length > 0 && templates.length > 0)
     return {
       id: group.id,
       code: group.code,
-      name: group.name,
-      sortOrder: group.sortOrder,
-      isActive: group.isActive,
-      status: !group.isActive ? 'disabled' : ready ? 'ready' : 'pending',
+      name: configuration.name,
+      sortOrder: configuration.sortOrder,
+      isActive,
+      isSystem: group.isSystem,
+      archivedAt: group.archivedAt,
+      status: !isActive ? 'disabled' : ready ? 'ready' : 'pending',
       planId: plan?.id || null,
       planVersion: plan?.version || null,
       effectiveMonth: plan?.effectiveMonth || null,
@@ -500,12 +611,94 @@ export async function listPerformanceSurveyPositionGroups(monthInput?: string |
   })
 }
 
+async function listEffectiveManualPositionAssignments(month: string, employeeProfileIds?: string[]) {
+  return prisma.performanceSurveyEmployeePositionAssignment.findMany({
+    where: {
+      status: 'active',
+      startMonth: { lte: month },
+      OR: [{ endMonth: null }, { endMonth: { gte: month } }],
+      ...(employeeProfileIds ? { employeeProfileId: { in: employeeProfileIds } } : {}),
+    },
+    orderBy: { createdAt: 'desc' },
+  })
+}
+
+function mapEffectiveManualPositionAssignments<T extends {
+  id: string
+  employeeProfileId: string
+  assignmentType: string
+  positionGroupId?: string | null
+}>(assignments: T[]) {
+  const byEmployeeId = new Map<string, T | null>()
+  for (const assignment of assignments) {
+    if (!byEmployeeId.has(assignment.employeeProfileId)) {
+      byEmployeeId.set(assignment.employeeProfileId, assignment)
+    } else {
+      // 兼容迁移前或人工写库造成的重叠脏数据：重复有效分配不静默选中。
+      byEmployeeId.set(assignment.employeeProfileId, null)
+    }
+  }
+  return byEmployeeId
+}
+
 export async function getPerformanceSurveyPositionGroupForEmployee(
-  employee: { departmentPath?: string | null; departmentName?: string | null; positionTitle?: string | null },
+  employee: { id?: string | null; departmentPath?: string | null; departmentName?: string | null; positionTitle?: string | null },
   month?: string | null,
 ) {
-  const groups = await listPerformanceSurveyPositionGroups(month)
-  return resolvePerformanceSurveyPositionMembership(employee, groups)
+  const normalizedMonth = normalizePerformanceSurveyAssessmentMonth(month) || getCurrentAssessmentMonth()
+  const groups = await listPerformanceSurveyPositionGroups(normalizedMonth)
+  const assignments = employee.id
+    ? await listEffectiveManualPositionAssignments(normalizedMonth, [employee.id])
+    : []
+  if (assignments.length > 1) {
+    return {
+      status: 'conflict' as const,
+      group: null,
+      matches: [],
+      source: 'manual' as const,
+      manualAssignmentId: null,
+    }
+  }
+  return resolvePerformanceSurveyPositionMembership(employee, groups, assignments[0] || null)
+}
+
+export async function getPerformanceSurveyPositionMembershipsForEmployees<
+  T extends {
+    id: string
+    departmentPath?: string | null
+    departmentName?: string | null
+    positionTitle?: string | null
+  },
+>(employees: T[], month?: string | null) {
+  const normalizedMonth = normalizePerformanceSurveyAssessmentMonth(month) || getCurrentAssessmentMonth()
+  const [groups, assignments] = await Promise.all([
+    listPerformanceSurveyPositionGroups(normalizedMonth),
+    listEffectiveManualPositionAssignments(normalizedMonth, employees.map((employee) => employee.id)),
+  ])
+  const assignmentByEmployeeId = mapEffectiveManualPositionAssignments(assignments)
+  const assignmentCountByEmployeeId = new Map<string, number>()
+  for (const assignment of assignments) {
+    assignmentCountByEmployeeId.set(
+      assignment.employeeProfileId,
+      (assignmentCountByEmployeeId.get(assignment.employeeProfileId) || 0) + 1,
+    )
+  }
+  return new Map(employees.map((employee) => [
+    employee.id,
+    (assignmentCountByEmployeeId.get(employee.id) || 0) > 1
+      ? {
+          status: 'conflict' as const,
+          group: null,
+          matches: [],
+          source: 'manual' as const,
+          manualAssignmentId: null,
+        }
+      : resolvePerformanceSurveyPositionMembership(
+          employee,
+          groups,
+          assignmentByEmployeeId.get(employee.id) || null,
+        ),
+  ]))
 }
 
 export async function getPerformanceSurveyPositionGroupByCode(code: string, month?: string | null) {
@@ -518,7 +711,7 @@ export async function getPerformanceSurveyPositionGroupByCode(code: string, mont
 export async function getPerformanceSurveyPositionAdminConfig(monthInput?: string | null) {
   const month = normalizePerformanceSurveyAssessmentMonth(monthInput) || getCurrentAssessmentMonth()
   const [runtimeGroups, groups, templates, employees] = await Promise.all([
-    listPerformanceSurveyPositionGroups(month),
+    listPerformanceSurveyPositionGroups(month, { includeArchived: true }),
     prisma.performanceSurveyPositionGroup.findMany({
       orderBy: [{ sortOrder: 'asc' }, { name: 'asc' }],
       include: {
@@ -532,6 +725,7 @@ export async function getPerformanceSurveyPositionAdminConfig(monthInput?: strin
             },
           },
         },
+        _count: { select: { surveys: true, manualAssignments: true } },
       },
     }),
     prisma.performanceSurveyTemplate.findMany({
@@ -543,17 +737,60 @@ export async function getPerformanceSurveyPositionAdminConfig(monthInput?: strin
       orderBy: [{ departmentName: 'asc' }, { displayName: 'asc' }],
     }),
   ])
+  const manualAssignments = await listEffectiveManualPositionAssignments(month, employees.map((employee) => employee.id))
+  const manualAssignmentByEmployeeId = mapEffectiveManualPositionAssignments(manualAssignments)
+  const manualAssignmentCountByEmployeeId = new Map<string, number>()
+  for (const assignment of manualAssignments) {
+    manualAssignmentCountByEmployeeId.set(
+      assignment.employeeProfileId,
+      (manualAssignmentCountByEmployeeId.get(assignment.employeeProfileId) || 0) + 1,
+    )
+  }
   const runtimeById = new Map(runtimeGroups.map((group) => [group.id, group]))
   const previewGroups: PositionGroupRuntime[] = groups.map((group) => {
     const runtime = runtimeById.get(group.id)!
-    return { ...runtime, rules: group.rules.filter((rule) => rule.isActive).map((rule) => ({
-      departmentPathPrefix: rule.departmentPathPrefix,
-      positionTitle: rule.positionTitle,
-    })) }
+    const draft = group.plans.find((plan) => plan.status === 'draft') || null
+    if (!draft) return runtime
+    const configuration = readPositionGroupPlanConfiguration(draft.groupConfig, runtime)
+    const rules = readRules(draft.matchRules)
+    const draftTemplates = draft.items
+      .filter((item) => item.isEnabled)
+      .map((item) => ({
+        ...readTemplateDefinition(item.templateVersion.definition),
+        templateVersionId: item.templateVersion.id,
+        templateVersion: item.templateVersion.version,
+        templateVersionStatus: item.templateVersion.status as 'draft' | 'published' | 'archived',
+        effectiveMonth: item.templateVersion.effectiveMonth,
+      }))
+    const isActive = Boolean(configuration.isActive && !group.archivedAt)
+    return {
+      ...runtime,
+      name: configuration.name,
+      sortOrder: configuration.sortOrder,
+      isActive,
+      status: !isActive ? 'disabled' : rules.length > 0 && draftTemplates.length > 0 ? 'ready' : 'pending',
+      planId: draft.id,
+      planVersion: draft.version,
+      effectiveMonth: draft.effectiveMonth,
+      rules,
+      templates: draftTemplates,
+    }
   })
   const memberships = employees.map((employee) => ({
     employee,
-    membership: resolvePerformanceSurveyPositionMembership(employee, previewGroups),
+    membership: manualAssignmentCountByEmployeeId.get(employee.id)! > 1
+      ? {
+          status: 'conflict' as const,
+          group: null,
+          matches: [],
+          source: 'manual' as const,
+          manualAssignmentId: null,
+        }
+      : resolvePerformanceSurveyPositionMembership(
+          employee,
+          previewGroups,
+          manualAssignmentByEmployeeId.get(employee.id) || null,
+        ),
   }))
   const memberCountByGroup = new Map<string, number>()
   for (const item of memberships) {
@@ -567,32 +804,73 @@ export async function getPerformanceSurveyPositionAdminConfig(monthInput?: strin
     groups: groups.map((group) => {
       const runtime = runtimeById.get(group.id)!
       const draft = group.plans.find((plan) => plan.status === 'draft') || null
+      const editableConfiguration = readPositionGroupPlanConfiguration(draft?.groupConfig, runtime)
+      const editableRules = draft ? readRules(draft.matchRules) : runtime.rules
+      const hasPublishedHistory = group.plans.some((plan) => plan.status !== 'draft')
       return {
         id: group.id,
         code: group.code,
-        name: group.name,
-        sortOrder: group.sortOrder,
-        isActive: group.isActive,
+        name: editableConfiguration.name,
+        sortOrder: editableConfiguration.sortOrder,
+        isActive: editableConfiguration.isActive,
+        isSystem: group.isSystem,
+        archivedAt: group.archivedAt,
+        archiveReason: group.archiveReason,
         status: runtime.status,
         memberCount: memberCountByGroup.get(group.id) || 0,
-        rules: group.rules.map((rule) => ({
-          id: rule.id,
+        canHardDelete: !group.isSystem
+          && group._count.surveys === 0
+          && group._count.manualAssignments === 0
+          && !hasPublishedHistory,
+        rules: editableRules.map((rule, index) => ({
+          id: `plan-rule-${index}`,
           departmentPathPrefix: rule.departmentPathPrefix,
           positionTitle: rule.positionTitle,
-          isActive: rule.isActive,
-          sortOrder: rule.sortOrder,
+          isActive: true,
+          sortOrder: index,
         })),
         effectivePlan: runtime.planId ? {
           id: runtime.planId,
           version: runtime.planVersion,
           effectiveMonth: runtime.effectiveMonth,
+          groupConfig: {
+            name: runtime.name,
+            sortOrder: runtime.sortOrder,
+            isActive: runtime.isActive,
+          },
+          matchRules: runtime.rules,
           templateVersionIds: runtime.templates.map((template) => template.templateVersionId),
         } : null,
         draftPlan: draft ? {
           id: draft.id,
           version: draft.version,
+          effectiveMonth: draft.effectiveMonth,
+          groupConfig: readPositionGroupPlanConfiguration(draft.groupConfig, runtime),
+          matchRules: readRules(draft.matchRules),
           templateVersionIds: draft.items.filter((item) => item.isEnabled).map((item) => item.templateVersionId),
         } : null,
+        planHistory: group.plans.map((plan) => ({
+          id: plan.id,
+          version: plan.version,
+          status: plan.status,
+          effectiveMonth: plan.effectiveMonth,
+          groupConfig: readPositionGroupPlanConfiguration(plan.groupConfig, group),
+          matchRules: readRules(plan.matchRules),
+          templateVersions: plan.items.filter((item) => item.isEnabled).map((item) => ({
+            id: item.templateVersion.id,
+            templateId: item.templateVersion.templateId,
+            templateCode: item.templateVersion.template.code,
+            templateName: item.templateVersion.template.name,
+            version: item.templateVersion.version,
+            status: item.templateVersion.status,
+            effectiveMonth: item.templateVersion.effectiveMonth,
+          })),
+          createdByUserId: plan.createdByUserId,
+          createdByName: plan.createdByName,
+          createdAt: plan.createdAt,
+          updatedAt: plan.updatedAt,
+          publishedAt: plan.publishedAt,
+        })),
       }
     }),
     templates: templates.map((template) => ({
@@ -602,6 +880,8 @@ export async function getPerformanceSurveyPositionAdminConfig(monthInput?: strin
       description: template.description || '',
       surveyType: template.surveyType,
       isActive: template.isActive,
+      archivedAt: template.archivedAt,
+      archiveReason: template.archiveReason,
       versions: template.versions.map((version) => ({
         id: version.id,
         version: version.version,
@@ -609,6 +889,10 @@ export async function getPerformanceSurveyPositionAdminConfig(monthInput?: strin
         effectiveMonth: version.effectiveMonth,
         definition: version.definition,
         publishedAt: version.publishedAt,
+        createdByUserId: version.createdByUserId,
+        createdByName: version.createdByName,
+        createdAt: version.createdAt,
+        updatedAt: version.updatedAt,
       })),
     })),
     issues: {
@@ -620,6 +904,13 @@ export async function getPerformanceSurveyPositionAdminConfig(monthInput?: strin
         .map((item) => ({
           ...serializePositionEmployee(item.employee),
           groupNames: item.membership.matches.map((group) => group.name),
+          source: item.membership.source,
+        })),
+      excluded: memberships
+        .filter((item) => item.membership.status === 'excluded')
+        .map((item) => ({
+          ...serializePositionEmployee(item.employee),
+          manualAssignmentId: item.membership.manualAssignmentId,
         })),
     },
   }
@@ -646,6 +937,70 @@ function normalizeRuleInputs(value: unknown): PerformanceSurveyPositionRuleInput
   return rules
 }
 
+export function validatePerformanceSurveyPositionPlanTemplateVersions(
+  versions: Array<{
+    id: string
+    templateId: string
+    status: string
+    effectiveMonth?: string | null
+    template?: { archivedAt?: Date | string | null }
+  }>,
+  effectiveMonth?: string | null,
+) {
+  const templateIds = new Set<string>()
+  for (const version of versions) {
+    if (templateIds.has(version.templateId)) {
+      throw new PerformanceSurveyPositionConfigError('同一岗位方案中，同一模板只能选择一个版本')
+    }
+    templateIds.add(version.templateId)
+    if (version.status !== 'published') {
+      throw new PerformanceSurveyPositionConfigError('岗位方案只能选择已发布模板版本')
+    }
+    if (version.template?.archivedAt) {
+      throw new PerformanceSurveyPositionConfigError('岗位方案包含已归档模板')
+    }
+    if (effectiveMonth && (!version.effectiveMonth || version.effectiveMonth > effectiveMonth)) {
+      throw new PerformanceSurveyPositionConfigError('模板版本生效月份不能晚于岗位方案生效月份')
+    }
+  }
+}
+
+async function lockPerformanceSurveyAdminScope(db: any, scope: string) {
+  await db.$queryRawUnsafe(
+    'SELECT pg_advisory_xact_lock(hashtextextended($1, 0))::text AS locked',
+    scope,
+  )
+}
+
+export function assertPerformanceSurveyPositionPlanPreviewMatches(
+  draft: { id: string; version: number; updatedAt: Date | string },
+  expected: {
+    draftPlanId?: string | null
+    draftVersion?: number | string | null
+    draftUpdatedAt?: Date | string | null
+  },
+) {
+  const expectedPlanId = clean(expected.draftPlanId)
+  const expectedVersion = Number(expected.draftVersion)
+  const expectedUpdatedAt = expected.draftUpdatedAt
+    ? new Date(expected.draftUpdatedAt).getTime()
+    : Number.NaN
+  const actualUpdatedAt = new Date(draft.updatedAt).getTime()
+  if (
+    !expectedPlanId
+    || !Number.isInteger(expectedVersion)
+    || !Number.isFinite(expectedUpdatedAt)
+    || expectedPlanId !== draft.id
+    || expectedVersion !== draft.version
+    || expectedUpdatedAt !== actualUpdatedAt
+  ) {
+    throw new PerformanceSurveyPositionConfigError(
+      '岗位方案草稿已发生变化，请重新执行发布前检查',
+      409,
+    )
+  }
+}
+
 export async function savePerformanceSurveyPositionGroupDraft(input: {
   groupId: string
   name?: string
@@ -653,17 +1008,26 @@ export async function savePerformanceSurveyPositionGroupDraft(input: {
   isActive?: boolean
   rules?: unknown
   templateVersionIds?: unknown
+  effectiveMonth?: string | null
+  reason?: string | null
   actorUserId: string
   actorName: string
 }) {
   const group = await prisma.performanceSurveyPositionGroup.findUnique({
     where: { id: input.groupId },
-    include: { rules: { where: { isActive: true }, orderBy: { sortOrder: 'asc' } } },
   })
   if (!group) throw new PerformanceSurveyPositionConfigError('考核岗位组不存在', 404)
+  if (group.archivedAt) throw new PerformanceSurveyPositionConfigError('已归档岗位组不能继续编辑', 409)
   const rulesProvided = input.rules !== undefined
   const templateVersionIdsProvided = input.templateVersionIds !== undefined
   const rules = rulesProvided ? normalizeRuleInputs(input.rules) : null
+  const requestedEffectiveMonth = clean(input.effectiveMonth)
+  const effectiveMonth = requestedEffectiveMonth
+    ? normalizePerformanceSurveyAssessmentMonth(requestedEffectiveMonth)
+    : null
+  if (requestedEffectiveMonth && !effectiveMonth) {
+    throw new PerformanceSurveyPositionConfigError('计划生效月份格式无效')
+  }
   const rawTemplateVersionIds = input.templateVersionIds
   if (templateVersionIdsProvided && !Array.isArray(rawTemplateVersionIds)) {
     throw new PerformanceSurveyPositionConfigError('岗位方案考核项格式无效')
@@ -672,51 +1036,46 @@ export async function savePerformanceSurveyPositionGroupDraft(input: {
     ? Array.from(new Set(rawTemplateVersionIds.map((id: unknown) => clean(id)).filter((id): id is string => Boolean(id))))
     : null
   const versions = templateVersionIds && templateVersionIds.length > 0
-    ? await prisma.performanceSurveyTemplateVersion.findMany({ where: { id: { in: templateVersionIds } } })
+    ? await prisma.performanceSurveyTemplateVersion.findMany({
+        where: { id: { in: templateVersionIds } },
+        include: { template: true },
+      })
     : []
   if (templateVersionIds && versions.length !== templateVersionIds.length) {
     throw new PerformanceSurveyPositionConfigError('岗位方案包含不存在的模板版本')
   }
+  if (templateVersionIds) {
+    validatePerformanceSurveyPositionPlanTemplateVersions(versions, effectiveMonth)
+  }
 
   return prisma.$transaction(async (tx) => {
-    await tx.performanceSurveyPositionGroup.update({
+    await lockPerformanceSurveyAdminScope(tx, `performance-survey-position-group:${group.id}`)
+    const currentGroup = await tx.performanceSurveyPositionGroup.findUnique({
       where: { id: group.id },
-      data: {
-        ...(clean(input.name) ? { name: clean(input.name)! } : {}),
-        ...(Number.isFinite(Number(input.sortOrder)) ? { sortOrder: Number(input.sortOrder) } : {}),
-        ...(typeof input.isActive === 'boolean' ? { isActive: input.isActive } : {}),
-      },
     })
-    if (rules) {
-      await tx.performanceSurveyPositionRule.deleteMany({ where: { positionGroupId: group.id } })
-    }
-    if (rules && rules.length > 0) {
-      await tx.performanceSurveyPositionRule.createMany({
-        data: rules.map((rule, index) => ({
-          positionGroupId: group.id,
-          departmentPathPrefix: rule.departmentPathPrefix,
-          positionTitle: rule.positionTitle,
-          sortOrder: index,
-          isActive: true,
-        })),
-      })
-    }
-    if (!rulesProvided && !templateVersionIdsProvided) {
-      return { groupId: group.id, draftPlanId: null, version: null }
+    if (!currentGroup) throw new PerformanceSurveyPositionConfigError('考核岗位组不存在', 404)
+    if (currentGroup.archivedAt) {
+      throw new PerformanceSurveyPositionConfigError('已归档岗位组不能继续编辑', 409)
     }
     let draft = await tx.performanceSurveyPositionPlan.findFirst({
-      where: { positionGroupId: group.id, status: 'draft' },
+      where: { positionGroupId: currentGroup.id, status: 'draft' },
       orderBy: { version: 'desc' },
+      include: { items: { where: { isEnabled: true }, orderBy: { sortOrder: 'asc' } } },
     })
+    const beforeSnapshot = draft
     if (!draft) {
       const [latest, effectivePlan] = await Promise.all([
         tx.performanceSurveyPositionPlan.findFirst({
-          where: { positionGroupId: group.id },
+          where: { positionGroupId: currentGroup.id },
           orderBy: { version: 'desc' },
           select: { version: true },
         }),
         tx.performanceSurveyPositionPlan.findFirst({
-          where: { positionGroupId: group.id, status: 'published' },
+          where: {
+            positionGroupId: currentGroup.id,
+            status: 'published',
+            ...(effectiveMonth ? { effectiveMonth: { lte: effectiveMonth } } : {}),
+          },
           orderBy: [{ effectiveMonth: 'desc' }, { version: 'desc' }],
           include: { items: { where: { isEnabled: true }, orderBy: { sortOrder: 'asc' } } },
         }),
@@ -724,15 +1083,20 @@ export async function savePerformanceSurveyPositionGroupDraft(input: {
       const inheritedTemplateVersionIds = templateVersionIds
         ?? effectivePlan?.items.map((item) => item.templateVersionId)
         ?? []
+      const inheritedConfiguration = readPositionGroupPlanConfiguration(effectivePlan?.groupConfig, currentGroup)
+      const configuration: PositionGroupPlanConfiguration = {
+        name: clean(input.name) || inheritedConfiguration.name,
+        sortOrder: Number.isFinite(Number(input.sortOrder)) ? Number(input.sortOrder) : inheritedConfiguration.sortOrder,
+        isActive: typeof input.isActive === 'boolean' ? input.isActive : inheritedConfiguration.isActive,
+      }
       draft = await tx.performanceSurveyPositionPlan.create({
         data: {
-          positionGroupId: group.id,
+          positionGroupId: currentGroup.id,
           version: Number(latest?.version || 0) + 1,
           status: 'draft',
-          matchRules: (rules ?? group.rules.map((rule) => ({
-            departmentPathPrefix: rule.departmentPathPrefix,
-            positionTitle: rule.positionTitle,
-          }))) as any,
+          effectiveMonth,
+          matchRules: (rules ?? readRules(effectivePlan?.matchRules)) as any,
+          groupConfig: configuration as any,
           createdByUserId: input.actorUserId,
           createdByName: input.actorName,
           items: inheritedTemplateVersionIds.length > 0 ? {
@@ -743,15 +1107,24 @@ export async function savePerformanceSurveyPositionGroupDraft(input: {
             })),
           } : undefined,
         },
+        include: { items: { where: { isEnabled: true }, orderBy: { sortOrder: 'asc' } } },
       })
-    } else if (rulesProvided) {
+    } else {
+      const currentConfiguration = readPositionGroupPlanConfiguration(draft.groupConfig, currentGroup)
       draft = await tx.performanceSurveyPositionPlan.update({
         where: { id: draft.id },
         data: {
-          matchRules: rules as any,
+          ...(rulesProvided ? { matchRules: rules as any } : {}),
+          ...(requestedEffectiveMonth ? { effectiveMonth } : {}),
+          groupConfig: {
+            name: clean(input.name) || currentConfiguration.name,
+            sortOrder: Number.isFinite(Number(input.sortOrder)) ? Number(input.sortOrder) : currentConfiguration.sortOrder,
+            isActive: typeof input.isActive === 'boolean' ? input.isActive : currentConfiguration.isActive,
+          } as any,
           createdByUserId: input.actorUserId,
           createdByName: input.actorName,
         },
+        include: { items: { where: { isEnabled: true }, orderBy: { sortOrder: 'asc' } } },
       })
     }
     if (templateVersionIds) {
@@ -767,22 +1140,73 @@ export async function savePerformanceSurveyPositionGroupDraft(input: {
         })
       }
     }
-    return { groupId: group.id, draftPlanId: draft.id, version: draft.version }
+    const afterSnapshot = await tx.performanceSurveyPositionPlan.findUnique({
+      where: { id: draft.id },
+      include: { items: { orderBy: { sortOrder: 'asc' } } },
+    })
+    await writePerformanceSurveyConfigAuditLog(tx, {
+      action: 'position_group.draft_saved',
+      targetType: 'position_group',
+      targetId: currentGroup.id,
+      actorUserId: input.actorUserId,
+      actorName: input.actorName,
+      reason: input.reason,
+      beforeSnapshot,
+      afterSnapshot,
+    })
+    return {
+      groupId: currentGroup.id,
+      draftPlanId: draft.id,
+      version: draft.version,
+      effectiveMonth: draft.effectiveMonth,
+    }
   })
 }
 
-async function assertPositionPlanHasNoConflicts(positionGroupId: string, month: string, rules: PerformanceSurveyPositionRuleInput[]) {
+async function assertPositionPlanHasNoConflicts(
+  positionGroupId: string,
+  month: string,
+  rules: PerformanceSurveyPositionRuleInput[],
+  configuration: PositionGroupPlanConfiguration,
+) {
   const [groups, employees] = await Promise.all([
     listPerformanceSurveyPositionGroups(month),
     prisma.performanceSurveyEmployeeProfile.findMany({
       where: await getPerformanceSurveyAccountProfileWhere(),
     }),
   ])
+  const manualAssignments = await listEffectiveManualPositionAssignments(month, employees.map((employee) => employee.id))
+  const manualAssignmentByEmployeeId = mapEffectiveManualPositionAssignments(manualAssignments)
+  const manualAssignmentCounts = new Map<string, number>()
+  for (const assignment of manualAssignments) {
+    manualAssignmentCounts.set(
+      assignment.employeeProfileId,
+      (manualAssignmentCounts.get(assignment.employeeProfileId) || 0) + 1,
+    )
+  }
   const candidateGroups = groups.map((group) => (
-    group.id === positionGroupId ? { ...group, rules, status: 'ready' as const } : group
+    group.id === positionGroupId
+      ? {
+          ...group,
+          name: configuration.name,
+          sortOrder: configuration.sortOrder,
+          isActive: configuration.isActive,
+          rules,
+          status: configuration.isActive ? 'ready' as const : 'disabled' as const,
+        }
+      : group
   ))
   const conflicts = employees
-    .map((employee) => ({ employee, membership: resolvePerformanceSurveyPositionMembership(employee, candidateGroups) }))
+    .map((employee) => ({
+      employee,
+      membership: (manualAssignmentCounts.get(employee.id) || 0) > 1
+        ? { status: 'conflict' as const }
+        : resolvePerformanceSurveyPositionMembership(
+            employee,
+            candidateGroups,
+            manualAssignmentByEmployeeId.get(employee.id) || null,
+          ),
+    }))
     .filter((item) => item.membership.status === 'conflict')
   if (conflicts.length > 0) {
     throw new PerformanceSurveyPositionConfigError(
@@ -795,25 +1219,61 @@ async function assertPositionPlanHasNoConflicts(positionGroupId: string, month:
 export async function publishPerformanceSurveyPositionPlan(input: {
   groupId: string
   effectiveMonth: string
+  draftPlanId?: string | null
+  draftVersion?: number | string | null
+  draftUpdatedAt?: Date | string | null
   actorUserId: string
   actorName: string
+  reason?: string | null
 }) {
   const effectiveMonth = normalizePerformanceSurveyAssessmentMonth(input.effectiveMonth)
   if (!effectiveMonth) throw new PerformanceSurveyPositionConfigError('生效月份格式无效')
-  const draft = await prisma.performanceSurveyPositionPlan.findFirst({
-    where: { positionGroupId: input.groupId, status: 'draft' },
-    orderBy: { version: 'desc' },
-    include: { items: { where: { isEnabled: true }, include: { templateVersion: true } } },
-  })
-  if (!draft) throw new PerformanceSurveyPositionConfigError('没有可发布的岗位方案草稿', 404)
-  const rules = readRules(draft.matchRules)
-  if (rules.length === 0) throw new PerformanceSurveyPositionConfigError('请先配置至少 1 条岗位匹配规则')
-  if (draft.items.length === 0) throw new PerformanceSurveyPositionConfigError('岗位方案至少需要 1 个考核项')
-  const invalidTemplate = draft.items.find((item) => item.templateVersion.status !== 'published')
-  if (invalidTemplate) throw new PerformanceSurveyPositionConfigError('岗位方案包含尚未发布的模板')
-  await assertPositionPlanHasNoConflicts(input.groupId, effectiveMonth, rules)
 
   return prisma.$transaction(async (tx) => {
+    await lockPerformanceSurveyAdminScope(tx, `performance-survey-position-group:${input.groupId}`)
+    const draft = await tx.performanceSurveyPositionPlan.findFirst({
+      where: { positionGroupId: input.groupId, status: 'draft' },
+      orderBy: { version: 'desc' },
+      include: {
+        positionGroup: true,
+        items: {
+          where: { isEnabled: true },
+          include: { templateVersion: { include: { template: true } } },
+        },
+      },
+    })
+    if (!draft) throw new PerformanceSurveyPositionConfigError('没有可发布的岗位方案草稿', 404)
+    assertPerformanceSurveyPositionPlanPreviewMatches(draft, {
+      draftPlanId: input.draftPlanId,
+      draftVersion: input.draftVersion,
+      draftUpdatedAt: input.draftUpdatedAt,
+    })
+    if (draft.positionGroup.archivedAt) {
+      throw new PerformanceSurveyPositionConfigError('已归档岗位组不能发布', 409)
+    }
+    const rules = readRules(draft.matchRules)
+    const configuration = readPositionGroupPlanConfiguration(draft.groupConfig, draft.positionGroup)
+    if (configuration.isActive && rules.length === 0) {
+      throw new PerformanceSurveyPositionConfigError('请先配置至少 1 条岗位匹配规则')
+    }
+    if (configuration.isActive && draft.items.length === 0) {
+      throw new PerformanceSurveyPositionConfigError('岗位方案至少需要 1 个考核项')
+    }
+    validatePerformanceSurveyPositionPlanTemplateVersions(
+      draft.items.map((item) => item.templateVersion),
+      effectiveMonth,
+    )
+    if (configuration.isActive) {
+      await assertPositionPlanHasNoConflicts(input.groupId, effectiveMonth, rules, configuration)
+    }
+
+    const archivedPlans = await tx.performanceSurveyPositionPlan.findMany({
+      where: {
+        positionGroupId: input.groupId,
+        status: 'published',
+        effectiveMonth,
+      },
+    })
     await tx.performanceSurveyPositionPlan.updateMany({
       where: {
         positionGroupId: input.groupId,
@@ -822,8 +1282,12 @@ export async function publishPerformanceSurveyPositionPlan(input: {
       },
       data: { status: 'archived' },
     })
-    return tx.performanceSurveyPositionPlan.update({
-      where: { id: draft.id },
+    const publishResult = await tx.performanceSurveyPositionPlan.updateMany({
+      where: {
+        id: draft.id,
+        status: 'draft',
+        updatedAt: draft.updatedAt,
+      },
       data: {
         status: 'published',
         effectiveMonth,
@@ -832,6 +1296,51 @@ export async function publishPerformanceSurveyPositionPlan(input: {
         createdByName: input.actorName,
       },
     })
+    if (publishResult.count !== 1) {
+      throw new PerformanceSurveyPositionConfigError(
+        '岗位方案草稿已发生变化，请重新执行发布前检查',
+        409,
+      )
+    }
+    const published = await tx.performanceSurveyPositionPlan.findUnique({
+      where: { id: draft.id },
+    })
+    if (!published) throw new PerformanceSurveyPositionConfigError('岗位方案发布失败', 409)
+    await tx.performanceSurveyPositionGroup.update({
+      where: { id: input.groupId },
+      data: {
+        name: configuration.name,
+        sortOrder: configuration.sortOrder,
+        isActive: configuration.isActive,
+      },
+    })
+    await tx.performanceSurveyPositionRule.deleteMany({ where: { positionGroupId: input.groupId } })
+    if (rules.length > 0) {
+      await tx.performanceSurveyPositionRule.createMany({
+        data: rules.map((rule, index) => ({
+          positionGroupId: input.groupId,
+          departmentPathPrefix: rule.departmentPathPrefix,
+          positionTitle: rule.positionTitle,
+          sortOrder: index,
+          isActive: true,
+        })),
+      })
+    }
+    await writePerformanceSurveyConfigAuditLog(tx, {
+      action: 'position_group.plan_published',
+      targetType: 'position_group',
+      targetId: input.groupId,
+      actorUserId: input.actorUserId,
+      actorName: input.actorName,
+      reason: input.reason,
+      beforeSnapshot: {
+        draft,
+        replacedPlans: archivedPlans,
+      },
+      afterSnapshot: published,
+      metadata: { effectiveMonth },
+    })
+    return published
   })
 }
 
@@ -858,6 +1367,7 @@ export async function savePerformanceSurveyTemplateDraft(input: {
   definition: unknown
   actorUserId: string
   actorName: string
+  reason?: string | null
 }) {
   const definition = normalizeTemplateDefinitionInput(input.definition)
   if (!definition.code || !definition.name) throw new PerformanceSurveyPositionConfigError('模板代码和名称不能为空')
@@ -870,48 +1380,104 @@ export async function savePerformanceSurveyTemplateDraft(input: {
   if (existingVersion && existingVersion.status !== 'draft') {
     throw new PerformanceSurveyPositionConfigError('已发布模板不可直接修改，请创建新草稿', 409)
   }
+  if (existingVersion && existingVersion.template.code !== definition.code) {
+    throw new PerformanceSurveyPositionConfigError('模板代码创建后不可在版本草稿中修改', 409)
+  }
+  if (existingVersion?.template.archivedAt) {
+    throw new PerformanceSurveyPositionConfigError('已归档模板不能继续编辑', 409)
+  }
 
   return prisma.$transaction(async (tx) => {
-    const template = existingVersion?.template || await tx.performanceSurveyTemplate.upsert({
+    let currentVersion = existingVersion
+    if (existingVersion) {
+      await lockPerformanceSurveyAdminScope(
+        tx,
+        `performance-survey-template-version:${existingVersion.id}`,
+      )
+      currentVersion = await tx.performanceSurveyTemplateVersion.findUnique({
+        where: { id: existingVersion.id },
+        include: { template: true },
+      })
+      if (!currentVersion) throw new PerformanceSurveyPositionConfigError('模板版本不存在', 404)
+      if (currentVersion.status !== 'draft') {
+        throw new PerformanceSurveyPositionConfigError('已发布模板不可直接修改，请创建新草稿', 409)
+      }
+      if (currentVersion.template.code !== definition.code) {
+        throw new PerformanceSurveyPositionConfigError('模板代码创建后不可在版本草稿中修改', 409)
+      }
+      if (currentVersion.template.archivedAt) {
+        throw new PerformanceSurveyPositionConfigError('已归档模板不能继续编辑', 409)
+      }
+    }
+    let template = currentVersion?.template || await tx.performanceSurveyTemplate.findUnique({
       where: { code: definition.code },
-      update: {
-        name: definition.name,
-        description: definition.description,
-        surveyType: definition.surveyType,
-        isActive: true,
-      },
-      create: {
-        code: definition.code,
-        name: definition.name,
+    })
+    if (template?.archivedAt) {
+      throw new PerformanceSurveyPositionConfigError('同代码模板已归档，请先复制为新代码', 409)
+    }
+    if (!template) {
+      template = await tx.performanceSurveyTemplate.create({
+        data: {
+          code: definition.code,
+          name: definition.name,
         description: definition.description,
         surveyType: definition.surveyType,
         weight: definition.weight,
         questions: definition.questions as any,
-        scoreBands: definition.scoreBands as any,
-        isActive: true,
-      },
-    })
-    if (existingVersion) {
-      return tx.performanceSurveyTemplateVersion.update({
-        where: { id: existingVersion.id },
-        data: { definition: definition as any, createdByUserId: input.actorUserId, createdByName: input.actorName },
+          scoreBands: definition.scoreBands as any,
+          isActive: true,
+        },
       })
     }
-    const latest = await tx.performanceSurveyTemplateVersion.findFirst({
-      where: { templateId: template.id },
-      orderBy: { version: 'desc' },
-      select: { version: true },
-    })
-    return tx.performanceSurveyTemplateVersion.create({
-      data: {
-        templateId: template.id,
-        version: Number(latest?.version || 0) + 1,
-        status: 'draft',
-        definition: definition as any,
-        createdByUserId: input.actorUserId,
-        createdByName: input.actorName,
-      },
+    let saved
+    if (currentVersion) {
+      const updateResult = await tx.performanceSurveyTemplateVersion.updateMany({
+        where: {
+          id: currentVersion.id,
+          status: 'draft',
+          updatedAt: currentVersion.updatedAt,
+        },
+        data: { definition: definition as any, createdByUserId: input.actorUserId, createdByName: input.actorName },
+      })
+      if (updateResult.count !== 1) {
+        throw new PerformanceSurveyPositionConfigError(
+          '模板草稿已发生变化，请重新加载后再保存',
+          409,
+        )
+      }
+      saved = await tx.performanceSurveyTemplateVersion.findUnique({
+        where: { id: currentVersion.id },
+      })
+      if (!saved) throw new PerformanceSurveyPositionConfigError('模板草稿保存失败', 409)
+    } else {
+      const latest = await tx.performanceSurveyTemplateVersion.findFirst({
+        where: { templateId: template.id },
+        orderBy: { version: 'desc' },
+        select: { version: true },
+      })
+      saved = await tx.performanceSurveyTemplateVersion.create({
+        data: {
+          templateId: template.id,
+          version: Number(latest?.version || 0) + 1,
+          status: 'draft',
+          definition: definition as any,
+          createdByUserId: input.actorUserId,
+          createdByName: input.actorName,
+        },
+      })
+    }
+    await writePerformanceSurveyConfigAuditLog(tx, {
+      action: 'template.draft_saved',
+      targetType: 'template',
+      targetId: template.id,
+      actorUserId: input.actorUserId,
+      actorName: input.actorName,
+      reason: input.reason,
+      beforeSnapshot: currentVersion,
+      afterSnapshot: saved,
+      metadata: { versionId: saved.id },
     })
+    return saved
   })
 }
 
@@ -919,9 +1485,14 @@ export async function createPerformanceSurveyTemplateDraftFromVersion(input: {
   versionId: string
   actorUserId: string
   actorName: string
+  reason?: string | null
 }) {
-  const source = await prisma.performanceSurveyTemplateVersion.findUnique({ where: { id: input.versionId } })
+  const source = await prisma.performanceSurveyTemplateVersion.findUnique({
+    where: { id: input.versionId },
+    include: { template: true },
+  })
   if (!source) throw new PerformanceSurveyPositionConfigError('模板版本不存在', 404)
+  if (source.template.archivedAt) throw new PerformanceSurveyPositionConfigError('已归档模板不能复制草稿', 409)
   const existingDraft = await prisma.performanceSurveyTemplateVersion.findFirst({
     where: { templateId: source.templateId, status: 'draft' },
     orderBy: { version: 'desc' },
@@ -932,15 +1503,29 @@ export async function createPerformanceSurveyTemplateDraftFromVersion(input: {
     orderBy: { version: 'desc' },
     select: { version: true },
   })
-  return prisma.performanceSurveyTemplateVersion.create({
-    data: {
-      templateId: source.templateId,
-      version: Number(latest?.version || 0) + 1,
-      status: 'draft',
-      definition: source.definition as any,
-      createdByUserId: input.actorUserId,
-      createdByName: input.actorName,
-    },
+  return prisma.$transaction(async (tx) => {
+    const created = await tx.performanceSurveyTemplateVersion.create({
+      data: {
+        templateId: source.templateId,
+        version: Number(latest?.version || 0) + 1,
+        status: 'draft',
+        definition: source.definition as any,
+        createdByUserId: input.actorUserId,
+        createdByName: input.actorName,
+      },
+    })
+    await writePerformanceSurveyConfigAuditLog(tx, {
+      action: 'template.version_cloned',
+      targetType: 'template',
+      targetId: source.templateId,
+      actorUserId: input.actorUserId,
+      actorName: input.actorName,
+      reason: input.reason,
+      beforeSnapshot: source,
+      afterSnapshot: created,
+      metadata: { sourceVersionId: source.id },
+    })
+    return created
   })
 }
 
@@ -949,23 +1534,784 @@ export async function publishPerformanceSurveyTemplateVersion(input: {
   effectiveMonth: string
   actorUserId: string
   actorName: string
+  reason?: string | null
 }) {
   const effectiveMonth = normalizePerformanceSurveyAssessmentMonth(input.effectiveMonth)
   if (!effectiveMonth) throw new PerformanceSurveyPositionConfigError('生效月份格式无效')
-  const version = await prisma.performanceSurveyTemplateVersion.findUnique({ where: { id: input.versionId } })
-  if (!version) throw new PerformanceSurveyPositionConfigError('模板版本不存在', 404)
-  if (version.status !== 'draft') throw new PerformanceSurveyPositionConfigError('只有草稿模板可以发布', 409)
-  validatePerformanceSurveyTemplateDefinition(readTemplateDefinition(version.definition))
-  return prisma.performanceSurveyTemplateVersion.update({
-    where: { id: version.id },
-    data: {
-      status: 'published',
-      effectiveMonth,
-      publishedAt: new Date(),
-      createdByUserId: input.actorUserId,
-      createdByName: input.actorName,
+  return prisma.$transaction(async (tx) => {
+    await lockPerformanceSurveyAdminScope(
+      tx,
+      `performance-survey-template-version:${input.versionId}`,
+    )
+    const version = await tx.performanceSurveyTemplateVersion.findUnique({
+      where: { id: input.versionId },
+      include: { template: true },
+    })
+    if (!version) throw new PerformanceSurveyPositionConfigError('模板版本不存在', 404)
+    if (version.status !== 'draft') {
+      throw new PerformanceSurveyPositionConfigError('只有草稿模板可以发布', 409)
+    }
+    if (version.template.archivedAt) {
+      throw new PerformanceSurveyPositionConfigError('已归档模板不能发布', 409)
+    }
+    const definition = readTemplateDefinition(version.definition)
+    if (definition.code !== version.template.code) {
+      throw new PerformanceSurveyPositionConfigError('模板版本代码与模板代码不一致', 409)
+    }
+    validatePerformanceSurveyTemplateDefinition(definition)
+    const publishResult = await tx.performanceSurveyTemplateVersion.updateMany({
+      where: {
+        id: version.id,
+        status: 'draft',
+        updatedAt: version.updatedAt,
+      },
+      data: {
+        status: 'published',
+        effectiveMonth,
+        publishedAt: new Date(),
+        createdByUserId: input.actorUserId,
+        createdByName: input.actorName,
+      },
+    })
+    if (publishResult.count !== 1) {
+      throw new PerformanceSurveyPositionConfigError(
+        '模板草稿已发生变化，请重新加载后再发布',
+        409,
+      )
+    }
+    const published = await tx.performanceSurveyTemplateVersion.findUnique({
+      where: { id: version.id },
+    })
+    if (!published) throw new PerformanceSurveyPositionConfigError('模板发布失败', 409)
+    await tx.performanceSurveyTemplate.update({
+      where: { id: version.templateId },
+      data: {
+        name: definition.name,
+        description: definition.description || '',
+        surveyType: definition.surveyType,
+        weight: Number(definition.weight || 1),
+        questions: definition.questions as any,
+        scoreBands: definition.scoreBands as any,
+        isActive: true,
+      },
+    })
+    await writePerformanceSurveyConfigAuditLog(tx, {
+      action: 'template.version_published',
+      targetType: 'template',
+      targetId: version.templateId,
+      actorUserId: input.actorUserId,
+      actorName: input.actorName,
+      reason: input.reason,
+      beforeSnapshot: version,
+      afterSnapshot: published,
+      metadata: { effectiveMonth },
+    })
+    return published
+  })
+}
+
+export async function createPerformanceSurveyPositionGroup(input: {
+  code: string
+  name: string
+  sortOrder?: number
+  isActive?: boolean
+  rules?: unknown
+  templateVersionIds?: unknown
+  effectiveMonth?: string | null
+  actorUserId: string
+  actorName: string
+  reason?: string | null
+  sourceGroupId?: string | null
+}) {
+  const code = normalizePositionGroupCode(input.code)
+  const name = clean(input.name)
+  if (!code || !name) throw new PerformanceSurveyPositionConfigError('岗位组代码和名称不能为空')
+  const existing = await prisma.performanceSurveyPositionGroup.findUnique({ where: { code } })
+  if (existing) throw new PerformanceSurveyPositionConfigError('岗位组代码已存在', 409)
+  const rules = normalizeRuleInputs(input.rules)
+  const rawTemplateVersionIds = input.templateVersionIds
+  if (rawTemplateVersionIds !== undefined && !Array.isArray(rawTemplateVersionIds)) {
+    throw new PerformanceSurveyPositionConfigError('岗位方案考核项格式无效')
+  }
+  const templateVersionIds = Array.isArray(rawTemplateVersionIds)
+    ? Array.from(new Set(rawTemplateVersionIds.map((id) => clean(id)).filter((id): id is string => Boolean(id))))
+    : []
+  const effectiveMonth = clean(input.effectiveMonth)
+    ? normalizePerformanceSurveyAssessmentMonth(input.effectiveMonth)
+    : null
+  if (clean(input.effectiveMonth) && !effectiveMonth) {
+    throw new PerformanceSurveyPositionConfigError('计划生效月份格式无效')
+  }
+  const versions = templateVersionIds.length > 0
+    ? await prisma.performanceSurveyTemplateVersion.findMany({
+        where: { id: { in: templateVersionIds } },
+        include: { template: true },
+      })
+    : []
+  if (versions.length !== templateVersionIds.length) {
+    throw new PerformanceSurveyPositionConfigError('岗位方案包含不存在的模板版本')
+  }
+  validatePerformanceSurveyPositionPlanTemplateVersions(versions, effectiveMonth)
+
+  return prisma.$transaction(async (tx) => {
+    const group = await tx.performanceSurveyPositionGroup.create({
+      data: {
+        code,
+        name,
+        sortOrder: Number.isFinite(Number(input.sortOrder)) ? Number(input.sortOrder) : 0,
+        isActive: true,
+        isSystem: false,
+      },
+    })
+    const draft = await tx.performanceSurveyPositionPlan.create({
+      data: {
+        positionGroupId: group.id,
+        version: 1,
+        status: 'draft',
+        effectiveMonth,
+        matchRules: rules as any,
+        groupConfig: {
+          name,
+          sortOrder: Number.isFinite(Number(input.sortOrder)) ? Number(input.sortOrder) : 0,
+          isActive: typeof input.isActive === 'boolean' ? input.isActive : true,
+        } as any,
+        createdByUserId: input.actorUserId,
+        createdByName: input.actorName,
+        items: templateVersionIds.length > 0 ? {
+          create: templateVersionIds.map((templateVersionId, index) => ({
+            templateVersionId,
+            sortOrder: index,
+            isEnabled: true,
+          })),
+        } : undefined,
+      },
+      include: { items: { orderBy: { sortOrder: 'asc' } } },
+    })
+    await writePerformanceSurveyConfigAuditLog(tx, {
+      action: input.sourceGroupId ? 'position_group.copied' : 'position_group.created',
+      targetType: 'position_group',
+      targetId: group.id,
+      actorUserId: input.actorUserId,
+      actorName: input.actorName,
+      reason: input.reason,
+      afterSnapshot: { group, draft },
+      metadata: input.sourceGroupId ? { sourceGroupId: input.sourceGroupId } : undefined,
+    })
+    return { group, draft }
+  })
+}
+
+export async function copyPerformanceSurveyPositionGroup(input: {
+  sourceGroupId: string
+  code: string
+  name: string
+  month?: string | null
+  actorUserId: string
+  actorName: string
+  reason?: string | null
+}) {
+  const month = normalizePerformanceSurveyAssessmentMonth(input.month) || getCurrentAssessmentMonth()
+  const source = await prisma.performanceSurveyPositionGroup.findUnique({
+    where: { id: input.sourceGroupId },
+    include: {
+      plans: {
+        include: { items: { where: { isEnabled: true }, orderBy: { sortOrder: 'asc' } } },
+        orderBy: { version: 'desc' },
+      },
     },
   })
+  if (!source) throw new PerformanceSurveyPositionConfigError('来源岗位组不存在', 404)
+  const sourcePlan = source.plans.find((plan) => plan.status === 'draft')
+    || chooseEffectivePlan(source.plans, month)
+  const configuration = readPositionGroupPlanConfiguration(sourcePlan?.groupConfig, source)
+  return createPerformanceSurveyPositionGroup({
+    code: input.code,
+    name: input.name,
+    sortOrder: configuration.sortOrder,
+    isActive: configuration.isActive,
+    rules: readRules(sourcePlan?.matchRules),
+    templateVersionIds: sourcePlan?.items.map((item) => item.templateVersionId) || [],
+    effectiveMonth: sourcePlan?.effectiveMonth,
+    actorUserId: input.actorUserId,
+    actorName: input.actorName,
+    reason: input.reason,
+    sourceGroupId: source.id,
+  })
+}
+
+export async function removePerformanceSurveyPositionGroup(input: {
+  groupId: string
+  mode?: 'auto' | 'archive' | 'delete'
+  actorUserId: string
+  actorName: string
+  reason: string
+}) {
+  const reason = clean(input.reason)
+  if (!reason) throw new PerformanceSurveyPositionConfigError('请填写删除或归档原因')
+  if (reason.length > 500) throw new PerformanceSurveyPositionConfigError('删除或归档原因不能超过500字')
+  const group = await prisma.performanceSurveyPositionGroup.findUnique({
+    where: { id: input.groupId },
+    include: {
+      plans: { select: { id: true, status: true, version: true, effectiveMonth: true } },
+      _count: { select: { surveys: true, manualAssignments: true } },
+    },
+  })
+  if (!group) throw new PerformanceSurveyPositionConfigError('考核岗位组不存在', 404)
+  const canHardDelete = !group.isSystem
+    && group._count.surveys === 0
+    && group._count.manualAssignments === 0
+    && group.plans.every((plan) => plan.status === 'draft')
+  const shouldDelete = input.mode !== 'archive' && canHardDelete
+
+  return prisma.$transaction(async (tx) => {
+    if (shouldDelete) {
+      await writePerformanceSurveyConfigAuditLog(tx, {
+        action: 'position_group.deleted',
+        targetType: 'position_group',
+        targetId: group.id,
+        actorUserId: input.actorUserId,
+        actorName: input.actorName,
+        reason,
+        beforeSnapshot: group,
+      })
+      await tx.performanceSurveyPositionGroup.delete({ where: { id: group.id } })
+      return { id: group.id, action: 'deleted' as const }
+    }
+    const archived = await tx.performanceSurveyPositionGroup.update({
+      where: { id: group.id },
+      data: {
+        isActive: false,
+        archivedAt: new Date(),
+        archivedByUserId: input.actorUserId,
+        archivedByName: input.actorName,
+        archiveReason: reason,
+      },
+    })
+    await writePerformanceSurveyConfigAuditLog(tx, {
+      action: 'position_group.archived',
+      targetType: 'position_group',
+      targetId: group.id,
+      actorUserId: input.actorUserId,
+      actorName: input.actorName,
+      reason,
+      beforeSnapshot: group,
+      afterSnapshot: archived,
+      metadata: { requestedMode: input.mode || 'auto', hardDeleteAllowed: canHardDelete },
+    })
+    return { id: group.id, action: 'archived' as const }
+  })
+}
+
+export async function removePerformanceSurveyTemplate(input: {
+  templateId: string
+  mode?: 'auto' | 'archive' | 'delete'
+  actorUserId: string
+  actorName: string
+  reason: string
+}) {
+  const reason = clean(input.reason)
+  if (!reason) throw new PerformanceSurveyPositionConfigError('请填写删除或归档原因')
+  if (reason.length > 500) throw new PerformanceSurveyPositionConfigError('删除或归档原因不能超过500字')
+  const template = await prisma.performanceSurveyTemplate.findUnique({
+    where: { id: input.templateId },
+    include: { versions: { orderBy: { version: 'desc' } } },
+  })
+  if (!template) throw new PerformanceSurveyPositionConfigError('模板不存在', 404)
+  const versionIds = template.versions.map((version) => version.id)
+  const [planReferenceCount, surveyReferenceCount] = await Promise.all([
+    versionIds.length > 0
+      ? prisma.performanceSurveyPositionPlanItem.count({ where: { templateVersionId: { in: versionIds } } })
+      : 0,
+    prisma.performanceSurvey.count({
+      where: {
+        OR: [
+          { templateCode: template.code },
+          ...(versionIds.length > 0 ? [{ templateVersionId: { in: versionIds } }] : []),
+        ],
+      },
+    }),
+  ])
+  const canHardDelete = template.versions.every((version) => version.status === 'draft')
+    && planReferenceCount === 0
+    && surveyReferenceCount === 0
+  const shouldDelete = input.mode !== 'archive' && canHardDelete
+
+  return prisma.$transaction(async (tx) => {
+    if (shouldDelete) {
+      await writePerformanceSurveyConfigAuditLog(tx, {
+        action: 'template.deleted',
+        targetType: 'template',
+        targetId: template.id,
+        actorUserId: input.actorUserId,
+        actorName: input.actorName,
+        reason,
+        beforeSnapshot: template,
+      })
+      await tx.performanceSurveyTemplate.delete({ where: { id: template.id } })
+      return { id: template.id, action: 'deleted' as const }
+    }
+    const archived = await tx.performanceSurveyTemplate.update({
+      where: { id: template.id },
+      data: {
+        isActive: false,
+        archivedAt: new Date(),
+        archivedByUserId: input.actorUserId,
+        archivedByName: input.actorName,
+        archiveReason: reason,
+      },
+    })
+    await writePerformanceSurveyConfigAuditLog(tx, {
+      action: 'template.archived',
+      targetType: 'template',
+      targetId: template.id,
+      actorUserId: input.actorUserId,
+      actorName: input.actorName,
+      reason,
+      beforeSnapshot: template,
+      afterSnapshot: archived,
+      metadata: {
+        requestedMode: input.mode || 'auto',
+        hardDeleteAllowed: canHardDelete,
+        planReferenceCount,
+        surveyReferenceCount,
+      },
+    })
+    return { id: template.id, action: 'archived' as const }
+  })
+}
+
+function normalizeManualPositionAssignmentInput(input: {
+  assignmentType?: unknown
+  positionGroupId?: unknown
+  effectiveFromMonth?: unknown
+  effectiveToMonth?: unknown
+  reason?: unknown
+}) {
+  const assignmentType = clean(input.assignmentType)
+  if (assignmentType !== 'position' && assignmentType !== 'excluded') {
+    throw new PerformanceSurveyPositionConfigError('手动分配类型无效')
+  }
+  const positionGroupId = clean(input.positionGroupId)
+  if (assignmentType === 'position' && !positionGroupId) {
+    throw new PerformanceSurveyPositionConfigError('指定岗位时必须选择岗位组')
+  }
+  if (assignmentType === 'excluded' && positionGroupId) {
+    throw new PerformanceSurveyPositionConfigError('不参与考核时不能指定岗位组')
+  }
+  const startMonth = normalizePerformanceSurveyAssessmentMonth(input.effectiveFromMonth)
+  const endMonth = clean(input.effectiveToMonth)
+    ? normalizePerformanceSurveyAssessmentMonth(input.effectiveToMonth)
+    : null
+  if (!startMonth || (clean(input.effectiveToMonth) && !endMonth)) {
+    throw new PerformanceSurveyPositionConfigError('手动分配生效月份格式无效')
+  }
+  if (endMonth && endMonth < startMonth) {
+    throw new PerformanceSurveyPositionConfigError('结束月份不能早于开始月份')
+  }
+  const reason = clean(input.reason)
+  if (!reason) throw new PerformanceSurveyPositionConfigError('请填写手动分配原因')
+  if (reason.length > 500) throw new PerformanceSurveyPositionConfigError('手动分配原因不能超过500字')
+  return { assignmentType, positionGroupId, startMonth, endMonth, reason }
+}
+
+async function assertManualPositionAssignmentHasNoOverlap(
+  db: any,
+  employeeProfileId: string,
+  range: { startMonth: string; endMonth?: string | null },
+  excludeId?: string,
+) {
+  const overlap = await db.performanceSurveyEmployeePositionAssignment.findFirst({
+    where: {
+      employeeProfileId,
+      status: 'active',
+      ...(excludeId ? { id: { not: excludeId } } : {}),
+      startMonth: { lte: range.endMonth || '9999-12' },
+      OR: [{ endMonth: null }, { endMonth: { gte: range.startMonth } }],
+    },
+  })
+  if (overlap) {
+    throw new PerformanceSurveyPositionConfigError('该人员在所选月份范围内已有有效手动分配', 409)
+  }
+}
+
+async function assertManualAssignmentPositionGroup(positionGroupId: string | null) {
+  if (!positionGroupId) return
+  const group = await prisma.performanceSurveyPositionGroup.findUnique({ where: { id: positionGroupId } })
+  if (!group || group.archivedAt) throw new PerformanceSurveyPositionConfigError('指定岗位组不存在或已归档', 409)
+}
+
+export async function createPerformanceSurveyManualPositionAssignments(input: {
+  employeeIds: unknown
+  positionGroupId?: unknown
+  assignmentType?: unknown
+  effectiveFromMonth?: unknown
+  effectiveToMonth?: unknown
+  reason?: unknown
+  actorUserId: string
+  actorName: string
+}) {
+  const employeeIds = Array.isArray(input.employeeIds)
+    ? Array.from(new Set(input.employeeIds.map((id) => clean(id)).filter((id): id is string => Boolean(id))))
+    : []
+  if (employeeIds.length === 0) throw new PerformanceSurveyPositionConfigError('请至少选择一名人员')
+  if (employeeIds.length > 500) throw new PerformanceSurveyPositionConfigError('单次最多分配500人')
+  const normalized = normalizeManualPositionAssignmentInput(input)
+  await assertManualAssignmentPositionGroup(normalized.positionGroupId)
+  const employees = await prisma.performanceSurveyEmployeeProfile.findMany({
+    where: { id: { in: employeeIds } },
+    select: { id: true, displayName: true },
+  })
+  if (employees.length !== employeeIds.length) throw new PerformanceSurveyPositionConfigError('部分人员不存在或已不可用')
+  const employeeNameById = new Map(employees.map((employee) => [employee.id, employee.displayName]))
+
+  return prisma.$transaction(async (tx) => {
+    const created = []
+    for (const employeeProfileId of [...employeeIds].sort()) {
+      await tx.$queryRawUnsafe(
+        'SELECT pg_advisory_xact_lock(hashtextextended($1, 0))::text AS locked',
+        `performance-survey-position-assignment:${employeeProfileId}`,
+      )
+      await assertManualPositionAssignmentHasNoOverlap(tx, employeeProfileId, normalized)
+      const assignment = await tx.performanceSurveyEmployeePositionAssignment.create({
+        data: {
+          employeeProfileId,
+          assignmentType: normalized.assignmentType,
+          positionGroupId: normalized.assignmentType === 'position' ? normalized.positionGroupId : null,
+          startMonth: normalized.startMonth,
+          endMonth: normalized.endMonth,
+          reason: normalized.reason,
+          status: 'active',
+          createdByUserId: input.actorUserId,
+          createdByName: input.actorName,
+        },
+      })
+      await writePerformanceSurveyConfigAuditLog(tx, {
+        action: 'position_assignment.created',
+        targetType: 'position_assignment',
+        targetId: assignment.id,
+        actorUserId: input.actorUserId,
+        actorName: input.actorName,
+        reason: normalized.reason,
+        afterSnapshot: assignment,
+        metadata: {
+          employeeProfileId,
+          employeeName: employeeNameById.get(employeeProfileId),
+        },
+      })
+      created.push(assignment)
+    }
+    return { created, count: created.length }
+  })
+}
+
+export async function updatePerformanceSurveyManualPositionAssignment(input: {
+  assignmentId: string
+  positionGroupId?: unknown
+  assignmentType?: unknown
+  effectiveFromMonth?: unknown
+  effectiveToMonth?: unknown
+  reason?: unknown
+  actorUserId: string
+  actorName: string
+}) {
+  const existing = await prisma.performanceSurveyEmployeePositionAssignment.findUnique({
+    where: { id: input.assignmentId },
+  })
+  if (!existing) throw new PerformanceSurveyPositionConfigError('手动分配记录不存在', 404)
+  if (existing.status !== 'active') throw new PerformanceSurveyPositionConfigError('已归档手动分配不能修改', 409)
+  const normalized = normalizeManualPositionAssignmentInput({
+    assignmentType: input.assignmentType ?? existing.assignmentType,
+    positionGroupId: input.positionGroupId !== undefined ? input.positionGroupId : existing.positionGroupId,
+    effectiveFromMonth: input.effectiveFromMonth ?? existing.startMonth,
+    effectiveToMonth: input.effectiveToMonth !== undefined ? input.effectiveToMonth : existing.endMonth,
+    reason: input.reason ?? existing.reason,
+  })
+  await assertManualAssignmentPositionGroup(normalized.positionGroupId)
+
+  return prisma.$transaction(async (tx) => {
+    await tx.$queryRawUnsafe(
+      'SELECT pg_advisory_xact_lock(hashtextextended($1, 0))::text AS locked',
+      `performance-survey-position-assignment:${existing.employeeProfileId}`,
+    )
+    await assertManualPositionAssignmentHasNoOverlap(tx, existing.employeeProfileId, normalized, existing.id)
+    const updated = await tx.performanceSurveyEmployeePositionAssignment.update({
+      where: { id: existing.id },
+      data: {
+        assignmentType: normalized.assignmentType,
+        positionGroupId: normalized.assignmentType === 'position' ? normalized.positionGroupId : null,
+        startMonth: normalized.startMonth,
+        endMonth: normalized.endMonth,
+        reason: normalized.reason,
+      },
+    })
+    await writePerformanceSurveyConfigAuditLog(tx, {
+      action: 'position_assignment.updated',
+      targetType: 'position_assignment',
+      targetId: existing.id,
+      actorUserId: input.actorUserId,
+      actorName: input.actorName,
+      reason: normalized.reason,
+      beforeSnapshot: existing,
+      afterSnapshot: updated,
+    })
+    return updated
+  })
+}
+
+export async function archivePerformanceSurveyManualPositionAssignment(input: {
+  assignmentId: string
+  actorUserId: string
+  actorName: string
+  reason: string
+}) {
+  const reason = clean(input.reason)
+  if (!reason) throw new PerformanceSurveyPositionConfigError('请填写归档原因')
+  const existing = await prisma.performanceSurveyEmployeePositionAssignment.findUnique({
+    where: { id: input.assignmentId },
+  })
+  if (!existing) throw new PerformanceSurveyPositionConfigError('手动分配记录不存在', 404)
+  if (existing.status !== 'active') throw new PerformanceSurveyPositionConfigError('手动分配记录已归档', 409)
+  return prisma.$transaction(async (tx) => {
+    const archived = await tx.performanceSurveyEmployeePositionAssignment.update({
+      where: { id: existing.id },
+      data: {
+        status: 'archived',
+        archivedAt: new Date(),
+        archivedByUserId: input.actorUserId,
+        archivedByName: input.actorName,
+      },
+    })
+    await writePerformanceSurveyConfigAuditLog(tx, {
+      action: 'position_assignment.archived',
+      targetType: 'position_assignment',
+      targetId: existing.id,
+      actorUserId: input.actorUserId,
+      actorName: input.actorName,
+      reason,
+      beforeSnapshot: existing,
+      afterSnapshot: archived,
+    })
+    return archived
+  })
+}
+
+export async function listPerformanceSurveyManualPositionAssignments(params?: URLSearchParams) {
+  const page = Math.max(1, Number(params?.get('page') || 1))
+  const pageSize = Math.max(1, Math.min(Number(params?.get('pageSize') || 50), 200))
+  const requestedMonth = clean(params?.get('month'))
+  const month = normalizePerformanceSurveyAssessmentMonth(requestedMonth) || getCurrentAssessmentMonth()
+  if (requestedMonth && requestedMonth !== month) {
+    throw new PerformanceSurveyPositionConfigError('查询月份格式无效')
+  }
+  const employeeId = clean(params?.get('employeeId'))
+  const search = clean(params?.get('search'))
+  const status = clean(params?.get('status')) || 'all'
+  if (!['all', 'assigned', 'unassigned', 'excluded'].includes(status)) {
+    throw new PerformanceSurveyPositionConfigError('人员分配状态筛选无效')
+  }
+
+  const accountWhere = await getPerformanceSurveyAccountProfileWhere()
+  const employees = await prisma.performanceSurveyEmployeeProfile.findMany({
+    where: {
+      AND: [
+        accountWhere,
+        ...(employeeId ? [{ id: employeeId }] : []),
+        ...(search ? [{
+          OR: [
+            { displayName: { contains: search, mode: 'insensitive' } },
+            { flowerName: { contains: search, mode: 'insensitive' } },
+            { realName: { contains: search, mode: 'insensitive' } },
+            { jobNumber: { contains: search, mode: 'insensitive' } },
+            { departmentName: { contains: search, mode: 'insensitive' } },
+            { departmentPath: { contains: search, mode: 'insensitive' } },
+            { positionTitle: { contains: search, mode: 'insensitive' } },
+          ],
+        }] : []),
+      ],
+    },
+    orderBy: [{ departmentName: 'asc' }, { displayName: 'asc' }],
+    select: {
+      id: true,
+      displayName: true,
+      flowerName: true,
+      realName: true,
+      jobNumber: true,
+      departmentName: true,
+      departmentPath: true,
+      positionTitle: true,
+    },
+  })
+  const memberships = await getPerformanceSurveyPositionMembershipsForEmployees(employees, month)
+  const rows = employees.map((employee) => {
+    const membership = memberships.get(employee.id)!
+    const participation = membership.status === 'excluded'
+      ? 'excluded'
+      : membership.status === 'matched' ? 'assigned' : 'unassigned'
+    return {
+      ...employee,
+      employeeId: employee.id,
+      positionGroupId: membership.group?.id || null,
+      positionGroupName: membership.group?.name || null,
+      assignmentType: membership.source === 'manual'
+        ? membership.status === 'excluded' ? 'excluded' : 'position'
+        : null,
+      assignmentSource: membership.source,
+      manualAssignmentId: membership.manualAssignmentId,
+      membershipStatus: membership.status,
+      participation,
+    }
+  }).filter((row) => status === 'all' || row.participation === status)
+  const total = rows.length
+  const items = rows.slice((page - 1) * pageSize, page * pageSize)
+  return { items, total, page, pageSize, month }
+}
+
+export async function listPerformanceSurveyConfigAuditLogs(params?: URLSearchParams) {
+  const page = Math.max(1, Number(params?.get('page') || 1))
+  const pageSize = Math.max(1, Math.min(Number(params?.get('pageSize') || 50), 200))
+  const targetType = clean(params?.get('targetType'))
+  const targetId = clean(params?.get('targetId'))
+  const action = clean(params?.get('action'))
+  const where = {
+    ...(targetType ? { targetType } : {}),
+    ...(targetId ? { targetId } : {}),
+    ...(action ? { action } : {}),
+  }
+  const [items, total] = await Promise.all([
+    prisma.performanceSurveyConfigAuditLog.findMany({
+      where,
+      orderBy: { createdAt: 'desc' },
+      skip: (page - 1) * pageSize,
+      take: pageSize,
+    }),
+    prisma.performanceSurveyConfigAuditLog.count({ where }),
+  ])
+  return { items, total, page, pageSize }
+}
+
+export async function previewPerformanceSurveyPositionPlanImpact(input: {
+  groupId: string
+  effectiveMonth: string
+}) {
+  const month = normalizePerformanceSurveyAssessmentMonth(input.effectiveMonth)
+  if (!month) throw new PerformanceSurveyPositionConfigError('预览月份格式无效')
+  const draft = await prisma.performanceSurveyPositionPlan.findFirst({
+    where: { positionGroupId: input.groupId, status: 'draft' },
+    orderBy: { version: 'desc' },
+    include: {
+      positionGroup: true,
+      items: {
+        where: { isEnabled: true },
+        orderBy: { sortOrder: 'asc' },
+        include: { templateVersion: { include: { template: true } } },
+      },
+    },
+  })
+  if (!draft) throw new PerformanceSurveyPositionConfigError('没有可预览的岗位方案草稿', 404)
+  if (draft.positionGroup.archivedAt) throw new PerformanceSurveyPositionConfigError('已归档岗位组不能预览发布', 409)
+  const rules = readRules(draft.matchRules)
+  const configuration = readPositionGroupPlanConfiguration(draft.groupConfig, draft.positionGroup)
+  const blockingIssues: string[] = []
+  if (configuration.isActive && rules.length === 0) blockingIssues.push('缺少岗位匹配规则')
+  if (configuration.isActive && draft.items.length === 0) blockingIssues.push('缺少考核模板')
+  try {
+    validatePerformanceSurveyPositionPlanTemplateVersions(
+      draft.items.map((item) => item.templateVersion),
+      month,
+    )
+  } catch (error) {
+    blockingIssues.push(error instanceof Error ? error.message : '模板版本校验失败')
+  }
+  const [currentGroups, employees] = await Promise.all([
+    listPerformanceSurveyPositionGroups(month),
+    prisma.performanceSurveyEmployeeProfile.findMany({
+      where: await getPerformanceSurveyAccountProfileWhere(),
+      orderBy: [{ departmentName: 'asc' }, { displayName: 'asc' }],
+    }),
+  ])
+  const manualAssignments = await listEffectiveManualPositionAssignments(month, employees.map((employee) => employee.id))
+  const manualByEmployeeId = mapEffectiveManualPositionAssignments(manualAssignments)
+  const manualCounts = new Map<string, number>()
+  for (const assignment of manualAssignments) {
+    manualCounts.set(assignment.employeeProfileId, (manualCounts.get(assignment.employeeProfileId) || 0) + 1)
+  }
+  const currentGroup = currentGroups.find((group) => group.id === input.groupId)
+  const candidateGroup: PositionGroupRuntime = {
+    ...(currentGroup || {
+      id: draft.positionGroup.id,
+      code: draft.positionGroup.code,
+      planId: draft.id,
+      planVersion: draft.version,
+      effectiveMonth: month,
+      templates: [],
+      rules: [],
+      status: 'pending' as const,
+      isSystem: draft.positionGroup.isSystem,
+      archivedAt: draft.positionGroup.archivedAt,
+    }),
+    name: configuration.name,
+    sortOrder: configuration.sortOrder,
+    isActive: configuration.isActive,
+    status: !configuration.isActive
+      ? 'disabled'
+      : rules.length > 0 && draft.items.length > 0 ? 'ready' : 'pending',
+    rules,
+    templates: draft.items.map((item) => ({
+      ...readTemplateDefinition(item.templateVersion.definition),
+      templateVersionId: item.templateVersion.id,
+      templateVersion: item.templateVersion.version,
+      templateVersionStatus: item.templateVersion.status as 'draft' | 'published' | 'archived',
+      effectiveMonth: item.templateVersion.effectiveMonth,
+    })),
+  }
+  const candidateGroups = currentGroup
+    ? currentGroups.map((group) => group.id === input.groupId ? candidateGroup : group)
+    : [...currentGroups, candidateGroup]
+  const changes: any[] = []
+  const afterCounts = { matched: 0, unmatched: 0, conflict: 0, excluded: 0 }
+  let candidateMemberCount = 0
+  for (const employee of employees) {
+    const duplicateManual = (manualCounts.get(employee.id) || 0) > 1
+    const manual = manualByEmployeeId.get(employee.id) || null
+    const before = duplicateManual
+      ? { status: 'conflict' as const, group: null, source: 'manual' as const }
+      : resolvePerformanceSurveyPositionMembership(employee, currentGroups, manual)
+    const after = duplicateManual
+      ? { status: 'conflict' as const, group: null, source: 'manual' as const }
+      : resolvePerformanceSurveyPositionMembership(employee, candidateGroups, manual)
+    afterCounts[after.status] += 1
+    if (after.status === 'matched' && after.group?.id === input.groupId) candidateMemberCount += 1
+    if (before.status !== after.status || before.group?.id !== after.group?.id) {
+      changes.push({
+        ...serializePositionEmployee(employee),
+        before: { status: before.status, groupId: before.group?.id || null, groupName: before.group?.name || null },
+        after: { status: after.status, groupId: after.group?.id || null, groupName: after.group?.name || null },
+        source: after.source,
+      })
+    }
+  }
+  if (afterCounts.conflict > 0) blockingIssues.push(`发布后仍有 ${afterCounts.conflict} 名人员岗位冲突`)
+  return {
+    month,
+    groupId: input.groupId,
+    draftPlanId: draft.id,
+    draftVersion: draft.version,
+    draftUpdatedAt: draft.updatedAt,
+    groupConfig: configuration,
+    matchRules: rules,
+    templateVersionIds: draft.items.map((item) => item.templateVersionId),
+    totals: {
+      employees: employees.length,
+      changed: changes.length,
+      ...afterCounts,
+    },
+    memberCount: candidateMemberCount,
+    affectedEmployees: changes.length,
+    conflictCount: afterCounts.conflict,
+    blockingIssues,
+    changes: changes.slice(0, 200),
+    truncated: changes.length > 200,
+  }
 }
 
 export function getManualReviewerStages(template: PerformanceSurveyTemplateShape) {
diff --git a/lib/performance-survey-service.ts b/lib/performance-survey-service.ts
index 06c74be..0885442 100644
--- a/lib/performance-survey-service.ts
+++ b/lib/performance-survey-service.ts
@@ -24,19 +24,29 @@ import {
 } from '@/lib/performance-survey-templates'
 import {
   PerformanceSurveyPositionConfigError,
+  archivePerformanceSurveyManualPositionAssignment,
+  copyPerformanceSurveyPositionGroup,
+  createPerformanceSurveyManualPositionAssignments,
+  createPerformanceSurveyPositionGroup,
   createPerformanceSurveyTemplateDraftFromVersion,
   getManualReviewerStages,
   getPerformanceSurveyPositionAdminConfig,
   getPerformanceSurveyPositionGroupByCode,
   getPerformanceSurveyPositionGroupForEmployee,
+  getPerformanceSurveyPositionMembershipsForEmployees,
+  listPerformanceSurveyConfigAuditLogs,
+  listPerformanceSurveyManualPositionAssignments,
   listPerformanceSurveyPositionGroups,
   normalizePerformanceSurveyAssessmentMonth,
   paginatePerformanceSurveyTemplates,
   publishPerformanceSurveyPositionPlan,
   publishPerformanceSurveyTemplateVersion,
-  resolvePerformanceSurveyPositionMembership,
+  previewPerformanceSurveyPositionPlanImpact,
+  removePerformanceSurveyPositionGroup,
+  removePerformanceSurveyTemplate,
   savePerformanceSurveyPositionGroupDraft,
   savePerformanceSurveyTemplateDraft,
+  updatePerformanceSurveyManualPositionAssignment,
 } from '@/lib/performance-survey-position-config'
 import {
   ensurePerformanceSurveyNotificationWorkerStarted,
@@ -1007,8 +1017,8 @@ export async function getPerformanceSurveyPositionGroups(session: Session | null
   const month = normalizeAssessmentMonth(params?.get('month')) || getCurrentMonthRange().value
   const groups = await listPerformanceSurveyPositionGroups(month)
   const membership = ctx.employee
-    ? resolvePerformanceSurveyPositionMembership(ctx.employee, groups)
-    : { status: 'unmatched' as const, group: null, matches: [] }
+    ? await getPerformanceSurveyPositionGroupForEmployee(ctx.employee, month)
+    : { status: 'unmatched' as const, group: null, matches: [], source: 'automatic' as const, manualAssignmentId: null }
   return {
     month,
     groups: groups.map((group) => ({
@@ -1068,6 +1078,8 @@ export async function savePerformanceSurveyAdminPositionGroup(
       isActive: body?.isActive,
       rules: body?.rules,
       templateVersionIds: body?.templateVersionIds,
+      effectiveMonth: body?.effectiveMonth,
+      reason: body?.reason,
       actorUserId: ctx.user.id,
       actorName: getDisplayName(ctx.user),
     })
@@ -1087,6 +1099,10 @@ export async function publishPerformanceSurveyAdminPositionGroup(
     return await publishPerformanceSurveyPositionPlan({
       groupId,
       effectiveMonth: clean(body?.effectiveMonth) || '',
+      draftPlanId: clean(body?.draftPlanId),
+      draftVersion: body?.draftVersion,
+      draftUpdatedAt: body?.draftUpdatedAt,
+      reason: body?.reason,
       actorUserId: ctx.user.id,
       actorName: getDisplayName(ctx.user),
     })
@@ -1102,6 +1118,7 @@ export async function savePerformanceSurveyAdminTemplate(session: Session | null
     return await savePerformanceSurveyTemplateDraft({
       versionId: clean(body?.versionId),
       definition: body?.definition,
+      reason: body?.reason,
       actorUserId: ctx.user.id,
       actorName: getDisplayName(ctx.user),
     })
@@ -1119,6 +1136,7 @@ export async function clonePerformanceSurveyAdminTemplateVersion(
   try {
     return await createPerformanceSurveyTemplateDraftFromVersion({
       versionId,
+      reason: null,
       actorUserId: ctx.user.id,
       actorName: getDisplayName(ctx.user),
     })
@@ -1138,6 +1156,7 @@ export async function publishPerformanceSurveyAdminTemplateVersion(
     return await publishPerformanceSurveyTemplateVersion({
       versionId,
       effectiveMonth: clean(body?.effectiveMonth) || '',
+      reason: body?.reason,
       actorUserId: ctx.user.id,
       actorName: getDisplayName(ctx.user),
     })
@@ -1146,6 +1165,189 @@ export async function publishPerformanceSurveyAdminTemplateVersion(
   }
 }
 
+export async function createPerformanceSurveyAdminPositionGroup(session: Session | null, body: any) {
+  const ctx = await getPerformanceSurveyContext(session)
+  ensureSystemAdministrator(ctx)
+  try {
+    return await createPerformanceSurveyPositionGroup({
+      code: clean(body?.code) || '',
+      name: clean(body?.name) || '',
+      sortOrder: body?.sortOrder,
+      isActive: body?.isActive,
+      rules: body?.rules,
+      templateVersionIds: body?.templateVersionIds,
+      effectiveMonth: body?.effectiveMonth,
+      reason: body?.reason,
+      actorUserId: ctx.user.id,
+      actorName: getDisplayName(ctx.user),
+    })
+  } catch (error) {
+    return rethrowPositionConfigError(error)
+  }
+}
+
+export async function copyPerformanceSurveyAdminPositionGroup(
+  session: Session | null,
+  groupId: string,
+  body: any,
+) {
+  const ctx = await getPerformanceSurveyContext(session)
+  ensureSystemAdministrator(ctx)
+  try {
+    return await copyPerformanceSurveyPositionGroup({
+      sourceGroupId: groupId,
+      code: clean(body?.code) || '',
+      name: clean(body?.name) || '',
+      month: body?.month,
+      reason: body?.reason,
+      actorUserId: ctx.user.id,
+      actorName: getDisplayName(ctx.user),
+    })
+  } catch (error) {
+    return rethrowPositionConfigError(error)
+  }
+}
+
+export async function removePerformanceSurveyAdminPositionGroup(
+  session: Session | null,
+  groupId: string,
+  body: any,
+) {
+  const ctx = await getPerformanceSurveyContext(session)
+  ensureSystemAdministrator(ctx)
+  try {
+    return await removePerformanceSurveyPositionGroup({
+      groupId,
+      mode: ['auto', 'archive', 'delete'].includes(body?.mode) ? body.mode : 'auto',
+      reason: clean(body?.reason) || '',
+      actorUserId: ctx.user.id,
+      actorName: getDisplayName(ctx.user),
+    })
+  } catch (error) {
+    return rethrowPositionConfigError(error)
+  }
+}
+
+export async function previewPerformanceSurveyAdminPositionGroup(
+  session: Session | null,
+  groupId: string,
+  params: URLSearchParams,
+) {
+  const ctx = await getPerformanceSurveyContext(session)
+  ensureSystemAdministrator(ctx)
+  try {
+    return await previewPerformanceSurveyPositionPlanImpact({
+      groupId,
+      effectiveMonth: clean(params.get('month')) || '',
+    })
+  } catch (error) {
+    return rethrowPositionConfigError(error)
+  }
+}
+
+export async function removePerformanceSurveyAdminTemplate(
+  session: Session | null,
+  templateId: string,
+  body: any,
+) {
+  const ctx = await getPerformanceSurveyContext(session)
+  ensureSystemAdministrator(ctx)
+  try {
+    return await removePerformanceSurveyTemplate({
+      templateId,
+      mode: ['auto', 'archive', 'delete'].includes(body?.mode) ? body.mode : 'auto',
+      reason: clean(body?.reason) || '',
+      actorUserId: ctx.user.id,
+      actorName: getDisplayName(ctx.user),
+    })
+  } catch (error) {
+    return rethrowPositionConfigError(error)
+  }
+}
+
+export async function listPerformanceSurveyAdminPositionAssignments(
+  session: Session | null,
+  params: URLSearchParams,
+) {
+  const ctx = await getPerformanceSurveyContext(session)
+  ensureSystemAdministrator(ctx)
+  try {
+    return await listPerformanceSurveyManualPositionAssignments(params)
+  } catch (error) {
+    return rethrowPositionConfigError(error)
+  }
+}
+
+export async function createPerformanceSurveyAdminPositionAssignments(session: Session | null, body: any) {
+  const ctx = await getPerformanceSurveyContext(session)
+  ensureSystemAdministrator(ctx)
+  try {
+    return await createPerformanceSurveyManualPositionAssignments({
+      employeeIds: body?.employeeIds,
+      positionGroupId: body?.positionGroupId,
+      assignmentType: body?.assignmentType,
+      effectiveFromMonth: body?.effectiveFromMonth,
+      effectiveToMonth: body?.effectiveToMonth,
+      reason: body?.reason,
+      actorUserId: ctx.user.id,
+      actorName: getDisplayName(ctx.user),
+    })
+  } catch (error) {
+    return rethrowPositionConfigError(error)
+  }
+}
+
+export async function updatePerformanceSurveyAdminPositionAssignment(
+  session: Session | null,
+  assignmentId: string,
+  body: any,
+) {
+  const ctx = await getPerformanceSurveyContext(session)
+  ensureSystemAdministrator(ctx)
+  try {
+    return await updatePerformanceSurveyManualPositionAssignment({
+      assignmentId,
+      positionGroupId: body?.positionGroupId,
+      assignmentType: body?.assignmentType,
+      effectiveFromMonth: body?.effectiveFromMonth,
+      effectiveToMonth: body?.effectiveToMonth,
+      reason: body?.reason,
+      actorUserId: ctx.user.id,
+      actorName: getDisplayName(ctx.user),
+    })
+  } catch (error) {
+    return rethrowPositionConfigError(error)
+  }
+}
+
+export async function archivePerformanceSurveyAdminPositionAssignment(
+  session: Session | null,
+  assignmentId: string,
+  body: any,
+) {
+  const ctx = await getPerformanceSurveyContext(session)
+  ensureSystemAdministrator(ctx)
+  try {
+    return await archivePerformanceSurveyManualPositionAssignment({
+      assignmentId,
+      reason: clean(body?.reason) || '',
+      actorUserId: ctx.user.id,
+      actorName: getDisplayName(ctx.user),
+    })
+  } catch (error) {
+    return rethrowPositionConfigError(error)
+  }
+}
+
+export async function listPerformanceSurveyAdminConfigAuditLogs(
+  session: Session | null,
+  params: URLSearchParams,
+) {
+  const ctx = await getPerformanceSurveyContext(session)
+  ensureSystemAdministrator(ctx)
+  return listPerformanceSurveyConfigAuditLogs(params)
+}
+
 export async function searchPerformanceSurveyEmployees(session: Session | null, params: URLSearchParams) {
   const ctx = await getPerformanceSurveyContext(session)
   const search = clean(params.get('search')) || ''
@@ -1226,9 +1428,12 @@ export async function searchPerformanceSurveyEmployees(session: Session | null,
   }
 
   if (positionGroupCode) {
-    const groups = await listPerformanceSurveyPositionGroups(assessmentMonth)
+    const membershipByEmployeeId = await getPerformanceSurveyPositionMembershipsForEmployees(
+      employees,
+      assessmentMonth,
+    )
     employees = employees.filter((employee) => (
-      resolvePerformanceSurveyPositionMembership(employee, groups).group?.code === positionGroupCode
+      membershipByEmployeeId.get(employee.id)?.group?.code === positionGroupCode
     )).slice(0, limit)
   }
 
@@ -2007,8 +2212,8 @@ export async function getPerformanceSurveyDashboard(session: Session | null, par
   const monthValue = clean(params?.get('month')) || currentMonth.value
   const positionGroups = await listPerformanceSurveyPositionGroups(monthValue)
   const personalMembership = ctx.employee
-    ? resolvePerformanceSurveyPositionMembership(ctx.employee, positionGroups)
-    : { status: 'unmatched' as const, group: null, matches: [] }
+    ? await getPerformanceSurveyPositionGroupForEmployee(ctx.employee, monthValue)
+    : { status: 'unmatched' as const, group: null, matches: [], source: 'automatic' as const, manualAssignmentId: null }
   const requestedGroupCode = clean(params?.get('positionGroupCode'))
   let selectedGroup = dashboardView === 'personal'
     ? personalMembership.group
diff --git a/prisma/migrations/20260723_add_performance_survey_admin_maintenance/migration.sql b/prisma/migrations/20260723_add_performance_survey_admin_maintenance/migration.sql
new file mode 100644
index 0000000..77ead12
--- /dev/null
+++ b/prisma/migrations/20260723_add_performance_survey_admin_maintenance/migration.sql
@@ -0,0 +1,139 @@
+ALTER TABLE "performance_survey_position_plans"
+  ADD COLUMN IF NOT EXISTS "group_config" JSONB;
+
+ALTER TABLE "performance_survey_position_groups"
+  ADD COLUMN IF NOT EXISTS "is_system" BOOLEAN NOT NULL DEFAULT FALSE,
+  ADD COLUMN IF NOT EXISTS "archived_at" TIMESTAMP(3),
+  ADD COLUMN IF NOT EXISTS "archived_by_user_id" TEXT,
+  ADD COLUMN IF NOT EXISTS "archived_by_name" TEXT,
+  ADD COLUMN IF NOT EXISTS "archive_reason" VARCHAR(500);
+
+UPDATE "performance_survey_position_groups"
+SET "is_system" = TRUE
+WHERE "code" IN (
+  'ai_planning_creative',
+  'ai_planning_general',
+  'ai_technical_designer',
+  'brand_designer',
+  'director',
+  'camera',
+  'editing',
+  'retouching'
+);
+
+CREATE INDEX IF NOT EXISTS "performance_survey_position_group_archived_sort_idx"
+  ON "performance_survey_position_groups" ("archived_at", "sort_order");
+
+ALTER TABLE "performance_survey_templates"
+  ADD COLUMN IF NOT EXISTS "archived_at" TIMESTAMP(3),
+  ADD COLUMN IF NOT EXISTS "archived_by_user_id" TEXT,
+  ADD COLUMN IF NOT EXISTS "archived_by_name" TEXT,
+  ADD COLUMN IF NOT EXISTS "archive_reason" VARCHAR(500);
+
+CREATE INDEX IF NOT EXISTS "performance_survey_templates_archived_at_idx"
+  ON "performance_survey_templates" ("archived_at");
+
+CREATE TABLE IF NOT EXISTS "performance_survey_employee_position_assignments" (
+  "id" TEXT PRIMARY KEY,
+  "employee_profile_id" TEXT NOT NULL,
+  "assignment_type" TEXT NOT NULL,
+  "position_group_id" TEXT,
+  "start_month" TEXT NOT NULL,
+  "end_month" TEXT,
+  "reason" VARCHAR(500) NOT NULL,
+  "status" TEXT NOT NULL DEFAULT 'active',
+  "created_by_user_id" TEXT NOT NULL,
+  "created_by_name" TEXT NOT NULL,
+  "archived_at" TIMESTAMP(3),
+  "archived_by_user_id" TEXT,
+  "archived_by_name" TEXT,
+  "created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+  CONSTRAINT "performance_survey_manual_assignment_employee_fkey"
+    FOREIGN KEY ("employee_profile_id") REFERENCES "performance_survey_employee_profiles"("id")
+    ON DELETE RESTRICT ON UPDATE CASCADE,
+  CONSTRAINT "performance_survey_manual_assignment_group_fkey"
+    FOREIGN KEY ("position_group_id") REFERENCES "performance_survey_position_groups"("id")
+    ON DELETE RESTRICT ON UPDATE CASCADE,
+  CONSTRAINT "performance_survey_manual_assignment_type_check"
+    CHECK (
+      ("assignment_type" = 'position' AND "position_group_id" IS NOT NULL)
+      OR ("assignment_type" = 'excluded' AND "position_group_id" IS NULL)
+    ),
+  CONSTRAINT "performance_survey_manual_assignment_month_range_check"
+    CHECK ("end_month" IS NULL OR "end_month" >= "start_month"),
+  CONSTRAINT "performance_survey_manual_assignment_start_month_check"
+    CHECK ("start_month" ~ '^[0-9]{4}-(0[1-9]|1[0-2])$'),
+  CONSTRAINT "performance_survey_manual_assignment_end_month_check"
+    CHECK ("end_month" IS NULL OR "end_month" ~ '^[0-9]{4}-(0[1-9]|1[0-2])$')
+);
+
+CREATE INDEX IF NOT EXISTS "performance_survey_manual_assignment_employee_range_idx"
+  ON "performance_survey_employee_position_assignments"
+  ("employee_profile_id", "status", "start_month", "end_month");
+CREATE INDEX IF NOT EXISTS "performance_survey_manual_assignment_group_idx"
+  ON "performance_survey_employee_position_assignments" ("position_group_id");
+CREATE INDEX IF NOT EXISTS "performance_survey_manual_assignment_status_range_idx"
+  ON "performance_survey_employee_position_assignments" ("status", "start_month", "end_month");
+
+CREATE OR REPLACE FUNCTION enforce_performance_survey_manual_assignment_no_overlap()
+RETURNS trigger AS $$
+BEGIN
+  IF NEW."status" <> 'active' THEN
+    RETURN NEW;
+  END IF;
+
+  PERFORM pg_advisory_xact_lock(hashtextextended(NEW."employee_profile_id", 0));
+  IF EXISTS (
+    SELECT 1
+    FROM "performance_survey_employee_position_assignments" existing
+    WHERE existing."employee_profile_id" = NEW."employee_profile_id"
+      AND existing."status" = 'active'
+      AND existing."id" <> NEW."id"
+      AND existing."start_month" <= COALESCE(NEW."end_month", '9999-12')
+      AND COALESCE(existing."end_month", '9999-12') >= NEW."start_month"
+  ) THEN
+    RAISE EXCEPTION 'manual position assignment month range overlaps an existing assignment';
+  END IF;
+  RETURN NEW;
+END;
+$$ LANGUAGE plpgsql;
+
+DROP TRIGGER IF EXISTS performance_survey_manual_assignment_no_overlap
+  ON "performance_survey_employee_position_assignments";
+CREATE TRIGGER performance_survey_manual_assignment_no_overlap
+BEFORE INSERT OR UPDATE ON "performance_survey_employee_position_assignments"
+FOR EACH ROW EXECUTE FUNCTION enforce_performance_survey_manual_assignment_no_overlap();
+
+CREATE TABLE IF NOT EXISTS "performance_survey_config_audit_logs" (
+  "id" TEXT PRIMARY KEY,
+  "action" TEXT NOT NULL,
+  "target_type" TEXT NOT NULL,
+  "target_id" TEXT,
+  "actor_user_id" TEXT NOT NULL,
+  "actor_name" TEXT NOT NULL,
+  "reason" VARCHAR(500),
+  "before_snapshot" JSONB,
+  "after_snapshot" JSONB,
+  "metadata" JSONB,
+  "created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
+);
+
+CREATE INDEX IF NOT EXISTS "performance_survey_config_audit_target_idx"
+  ON "performance_survey_config_audit_logs" ("target_type", "target_id", "created_at");
+CREATE INDEX IF NOT EXISTS "performance_survey_config_audit_actor_idx"
+  ON "performance_survey_config_audit_logs" ("actor_user_id", "created_at");
+CREATE INDEX IF NOT EXISTS "performance_survey_config_audit_created_idx"
+  ON "performance_survey_config_audit_logs" ("created_at");
+
+CREATE OR REPLACE FUNCTION prevent_performance_survey_config_audit_mutation()
+RETURNS trigger AS $$
+BEGIN
+  RAISE EXCEPTION 'performance survey config audit logs are immutable';
+END;
+$$ LANGUAGE plpgsql;
+
+DROP TRIGGER IF EXISTS performance_survey_config_audit_immutable
+  ON "performance_survey_config_audit_logs";
+CREATE TRIGGER performance_survey_config_audit_immutable
+BEFORE UPDATE OR DELETE ON "performance_survey_config_audit_logs"
+FOR EACH ROW EXECUTE FUNCTION prevent_performance_survey_config_audit_mutation();
diff --git a/prisma/schema.prisma b/prisma/schema.prisma
index d5008d1..62df1b1 100644
--- a/prisma/schema.prisma
+++ b/prisma/schema.prisma
@@ -516,6 +516,7 @@ model PerformanceSurveyEmployeeProfile {
   submittedWorkItems PerformanceSurveyWorkItem[]      @relation("PerformanceSurveyWorkItemSubmitter")
   workItemScores      PerformanceSurveyWorkItemScore[] @relation("PerformanceSurveyWorkItemScoreEvaluator")
   notifications      PerformanceSurveyNotification[]
+  manualPositionAssignments PerformanceSurveyEmployeePositionAssignment[]
 
   @@index([displayName])
   @@index([dingEmail])
@@ -554,12 +555,17 @@ model PerformanceSurveyTemplate {
   questions   Json
   scoreBands  Json                               @map("score_bands")
   isActive    Boolean                            @default(true) @map("is_active")
+  archivedAt       DateTime? @map("archived_at")
+  archivedByUserId String?   @map("archived_by_user_id")
+  archivedByName   String?   @map("archived_by_name")
+  archiveReason    String?   @map("archive_reason") @db.VarChar(500)
   createdAt   DateTime                           @default(now()) @map("created_at")
   updatedAt   DateTime                           @updatedAt @map("updated_at")
   versions    PerformanceSurveyTemplateVersion[]
 
   @@index([surveyType])
   @@index([isActive])
+  @@index([archivedAt])
   @@map("performance_survey_templates")
 }
 
@@ -590,13 +596,20 @@ model PerformanceSurveyPositionGroup {
   name      String
   sortOrder Int                                 @default(0) @map("sort_order")
   isActive  Boolean                             @default(true) @map("is_active")
+  isSystem          Boolean   @default(false) @map("is_system")
+  archivedAt        DateTime? @map("archived_at")
+  archivedByUserId  String?   @map("archived_by_user_id")
+  archivedByName    String?   @map("archived_by_name")
+  archiveReason     String?   @map("archive_reason") @db.VarChar(500)
   createdAt DateTime                            @default(now()) @map("created_at")
   updatedAt DateTime                            @updatedAt @map("updated_at")
   rules     PerformanceSurveyPositionRule[]
   plans     PerformanceSurveyPositionPlan[]
   surveys   PerformanceSurvey[]
+  manualAssignments PerformanceSurveyEmployeePositionAssignment[]
 
   @@index([isActive, sortOrder], map: "performance_survey_position_group_active_sort_idx")
+  @@index([archivedAt, sortOrder], map: "performance_survey_position_group_archived_sort_idx")
   @@map("performance_survey_position_groups")
 }
 
@@ -623,6 +636,7 @@ model PerformanceSurveyPositionPlan {
   status          String                              @default("draft")
   effectiveMonth  String?                             @map("effective_month")
   matchRules      Json                                @default("[]") @map("match_rules")
+  groupConfig     Json?                               @map("group_config")
   publishedAt     DateTime?                           @map("published_at")
   createdByUserId String?                             @map("created_by_user_id")
   createdByName   String?                             @map("created_by_name")
@@ -636,6 +650,30 @@ model PerformanceSurveyPositionPlan {
   @@map("performance_survey_position_plans")
 }
 
+model PerformanceSurveyEmployeePositionAssignment {
+  id                String                           @id @default(uuid())
+  employeeProfileId String                           @map("employee_profile_id")
+  assignmentType    String                           @map("assignment_type")
+  positionGroupId   String?                          @map("position_group_id")
+  startMonth        String                           @map("start_month")
+  endMonth          String?                          @map("end_month")
+  reason            String                           @db.VarChar(500)
+  status            String                           @default("active")
+  createdByUserId   String                           @map("created_by_user_id")
+  createdByName     String                           @map("created_by_name")
+  archivedAt        DateTime?                        @map("archived_at")
+  archivedByUserId  String?                          @map("archived_by_user_id")
+  archivedByName    String?                          @map("archived_by_name")
+  createdAt         DateTime                         @default(now()) @map("created_at")
+  employeeProfile   PerformanceSurveyEmployeeProfile @relation(fields: [employeeProfileId], references: [id], onDelete: Restrict)
+  positionGroup     PerformanceSurveyPositionGroup?  @relation(fields: [positionGroupId], references: [id], onDelete: Restrict)
+
+  @@index([employeeProfileId, status, startMonth, endMonth], map: "performance_survey_manual_assignment_employee_range_idx")
+  @@index([positionGroupId], map: "performance_survey_manual_assignment_group_idx")
+  @@index([status, startMonth, endMonth], map: "performance_survey_manual_assignment_status_range_idx")
+  @@map("performance_survey_employee_position_assignments")
+}
+
 model PerformanceSurveyPositionPlanItem {
   id                String                           @id @default(uuid())
   positionPlanId    String                           @map("position_plan_id")
@@ -894,6 +932,25 @@ model PerformanceSurveyNotification {
   @@map("performance_survey_notifications")
 }
 
+model PerformanceSurveyConfigAuditLog {
+  id             String   @id @default(uuid())
+  action         String
+  targetType     String   @map("target_type")
+  targetId       String?  @map("target_id")
+  actorUserId    String   @map("actor_user_id")
+  actorName      String   @map("actor_name")
+  reason         String?  @db.VarChar(500)
+  beforeSnapshot Json?    @map("before_snapshot")
+  afterSnapshot  Json?    @map("after_snapshot")
+  metadata       Json?
+  createdAt      DateTime @default(now()) @map("created_at")
+
+  @@index([targetType, targetId, createdAt], map: "performance_survey_config_audit_target_idx")
+  @@index([actorUserId, createdAt], map: "performance_survey_config_audit_actor_idx")
+  @@index([createdAt], map: "performance_survey_config_audit_created_idx")
+  @@map("performance_survey_config_audit_logs")
+}
+
 model VideoTranscodeProgress {
   id            String    @id @default(uuid())
   materialId    String    @map("material_id")