From 993a92dd3fd589cdecdcae855d95234abcea7d95 Mon Sep 17 00:00:00 2001
From: chenpei <chenpei@1080p.hk>
Date: Fri, 10 Jul 2026 17:15:54 +0800
Subject: [PATCH] =?UTF-8?q?feat:=20=E8=A7=84=E8=8C=83=E6=9C=88=E5=BA=A6?=
 =?UTF-8?q?=E8=B0=83=E7=A0=94=E5=91=BD=E5=90=8D=E4=B8=8E=E6=98=8E=E7=BB=86?=
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

---
 app/performance-survey/[[...path]]/page.tsx   | 232 +++++++++----
 lib/__tests__/dingtalk-client.test.ts         |  35 ++
 .../performance-survey-notifications.test.ts  |  40 ++-
 .../performance-survey-period.test.ts         |  49 +++
 lib/dingtalk-client.ts                        |  55 +++
 lib/performance-survey-notifications.ts       |  94 ++++-
 lib/performance-survey-service.ts             | 327 +++++++++++++++---
 .../migration.sql                             |  40 +++
 prisma/schema.prisma                          |   8 +
 9 files changed, 760 insertions(+), 120 deletions(-)
 create mode 100644 lib/__tests__/performance-survey-period.test.ts
 create mode 100644 prisma/migrations/20260710_add_performance_survey_month_and_notice_read_status/migration.sql

diff --git a/app/performance-survey/[[...path]]/page.tsx b/app/performance-survey/[[...path]]/page.tsx
index 8cfd593..fbc325d 100644
--- a/app/performance-survey/[[...path]]/page.tsx
+++ b/app/performance-survey/[[...path]]/page.tsx
@@ -518,7 +518,7 @@ export default function PerformanceSurveyPage() {
 
   const isSurveySubmitPage = path[0] === 'survey' && Boolean(path[1])
   const isResultsPage = path[0] === 'results' && Boolean(path[1])
-  let content = <Dashboard />
+  let content = <Dashboard me={currentUser.data} />
   if (isSurveySubmitPage && path[1]) {
     content = <SurveySubmit surveyId={path[1]} session={effectiveSession} />
   }
@@ -583,16 +583,15 @@ function PerformanceSurveyMobileHeader({ session }: { session: any }) {
   )
 }
 
-function Dashboard() {
+function Dashboard({ me }: { me: any | null }) {
   const router = useRouter()
   const searchParams = useSearchParams()
   const requestedTabRaw = searchParams.get('tab') || 'personal'
   const requestedTab = normalizePerformanceSurveyDashboardTab(requestedTabRaw)
   const searchParamsKey = searchParams.toString()
   const [tab, setTab] = useState<PerformanceSurveyDashboardTab>(requestedTab)
-  const me = useApi<any>('/me', [])
-  const displayName = me.data?.employee?.displayName || me.data?.employee?.flowerName || me.data?.user?.name || '当前用户'
-  const avatar = me.data?.user?.avatar || me.data?.user?.image || ''
+  const displayName = me?.employee?.displayName || me?.employee?.flowerName || me?.user?.name || '当前用户'
+  const avatar = me?.user?.avatar || me?.user?.image || ''
   const availableTabIds = useMemo(
     () => ['personal', 'public', 'manage'],
     [],
@@ -650,7 +649,7 @@ function Dashboard() {
           <PerformanceDashboardBoard view={tab === 'public' ? 'public' : 'personal'} />
         )}
         {tab === 'manage' && (
-          <ManagePanel currentEmployee={me.data?.employee || null} />
+          <ManagePanel currentEmployee={me?.employee || null} />
         )}
       </main>
       <nav className="fixed inset-x-0 bottom-0 z-30 grid h-[68px] grid-cols-3 border-t border-[#e2e2e2] bg-white sm:hidden">
@@ -908,16 +907,21 @@ function MonthlyPersonalLedger({
         {rows.map((row) => (
           <article
             key={row.month}
-            className="border border-[#c2c6d8] bg-white p-4"
+            className={`rounded-lg border bg-white p-4 ${
+              row.month === getCurrentMonthValue() ? 'border-[#0050cb]' : 'border-[#e2e2e2]'
+            }`}
           >
             <div className="mb-3 flex items-center justify-between gap-3">
               <div className="text-[20px] font-bold text-[#1a1c1c]">{formatMonthLabel(row.month)}</div>
-              <div className="rounded-full bg-[#dae1ff] px-2 py-1 text-[11px] font-bold text-[#0050cb]">CURRENT</div>
+              {row.month === getCurrentMonthValue() && (
+                <div className="rounded-full bg-[#dae1ff] px-2 py-1 text-[11px] font-bold text-[#0050cb]">本月</div>
+              )}
             </div>
             <div className="grid grid-cols-2 gap-2">
               {templates.map((template) => (
                 <MonthlyScoreCell
                   key={template.code}
+                  embedded
                   template={template}
                   cell={row.cells?.[template.code]}
                   onClick={() => onOpenDetail({
@@ -995,7 +999,7 @@ function MonthlyPublicLedger({
                 </div>
               </div>
             </div>
-            <div className="grid grid-cols-4 gap-1">
+            <div className="grid grid-cols-2 gap-2">
               {templates.map((template) => (
                 <MonthlyScoreCell
                   key={template.code}
@@ -1067,28 +1071,39 @@ function MonthlyScoreCell({
   template,
   cell,
   compact = false,
+  embedded = false,
   canOpenOverride,
   onClick,
 }: {
   template: any
   cell: any
   compact?: boolean
+  embedded?: boolean
   canOpenOverride?: boolean
   onClick: () => void
 }) {
   const hasScore = cell && cell.score !== null && cell.score !== undefined
-  const canOpen = Boolean(hasScore && (canOpenOverride ?? cell?.detailAllowed))
-  const className = `${compact ? 'min-h-[58px] px-2 py-2' : 'min-h-[86px] px-3 py-3'} border text-left transition-colors ${
-    canOpen
-      ? 'border-[#c2c6d8] bg-white hover:border-[#0050cb] hover:bg-[#f9fbff]'
-      : 'border-[#e2e2e2] bg-[#f9f9f9]'
-  }`
+  const hasSurvey = Number(cell?.surveyCount || 0) > 0
+  const canOpen = Boolean(hasSurvey && (canOpenOverride ?? cell?.detailAllowed))
+  const className = embedded
+    ? `${compact ? 'min-h-[82px]' : 'min-h-[100px]'} px-1 py-2 text-left transition-colors ${canOpen ? 'hover:bg-[#f8faff]' : ''}`
+    : `${compact ? 'min-h-[82px] px-2 py-2' : 'min-h-[108px] px-3 py-3'} border text-left transition-colors ${
+        canOpen
+          ? 'border-[#c2c6d8] bg-white hover:border-[#0050cb] hover:bg-[#f9fbff]'
+          : 'border-[#e2e2e2] bg-[#f9f9f9]'
+      }`
   const content = (
     <>
-      <div className="truncate text-[11px] font-semibold text-[#5f5e5e]">{getTemplateDisplayName(template)}</div>
+      <div className="flex items-center justify-between gap-2">
+        <div className="truncate text-[11px] font-semibold text-[#5f5e5e]">{getTemplateDisplayName(template)}</div>
+        {hasSurvey && <InlineSurveyState status={cell?.status} />}
+      </div>
+      <div className={`${compact ? 'line-clamp-2 text-[10px] leading-4' : 'truncate text-[12px]'} mt-1.5 font-semibold text-[#1a1c1c]`}>
+        {cell?.title || '未发起'}
+      </div>
       <div className="mt-2 flex items-baseline gap-1">
-        <span className={`${compact ? 'text-[17px]' : 'text-[24px]'} font-bold leading-none ${hasScore ? (canOpen ? 'text-[#0050cb]' : 'text-[#1a1c1c]') : 'text-[#727687]'}`}>
-          {hasScore ? formatNullableScore(cell.score) : '-'}
+        <span className={`${compact ? 'text-[16px]' : 'text-[22px]'} font-bold leading-none ${hasScore ? (canOpen ? 'text-[#0050cb]' : 'text-[#1a1c1c]') : hasSurvey ? 'text-[#0050cb]' : 'text-[#727687]'}`}>
+          {hasScore ? formatNullableScore(cell.score) : hasSurvey ? '待评分' : '-'}
         </span>
         {hasScore && <span className="text-[11px] font-medium text-[#5f5e5e]">/120</span>}
       </div>
@@ -1116,25 +1131,29 @@ function MonthlyTableScoreCell({
   onClick: () => void
 }) {
   const hasScore = cell && cell.score !== null && cell.score !== undefined
-  const canOpen = Boolean(hasScore && (canOpenOverride ?? cell?.detailAllowed))
+  const hasSurvey = Number(cell?.surveyCount || 0) > 0
+  const canOpen = Boolean(hasSurvey && (canOpenOverride ?? cell?.detailAllowed))
   const content = (
-    <>
-      <span className={`text-[16px] font-bold ${hasScore ? (canOpen ? 'text-[#0050cb]' : 'text-[#1a1c1c]') : 'text-[#727687]'}`}>
-        {hasScore ? formatNullableScore(cell.score) : '-'}
-      </span>
-      {hasScore && <span className="text-[11px] font-medium text-[#5f5e5e]">/120</span>}
-    </>
+    <div className="min-w-0">
+      <div className="flex items-baseline justify-center gap-1">
+        <span className={`text-[16px] font-bold ${hasScore ? (canOpen ? 'text-[#0050cb]' : 'text-[#1a1c1c]') : hasSurvey ? 'text-[#0050cb]' : 'text-[#727687]'}`}>
+          {hasScore ? formatNullableScore(cell.score) : hasSurvey ? '待评分' : '-'}
+        </span>
+        {hasScore && <span className="text-[11px] font-medium text-[#5f5e5e]">/120</span>}
+      </div>
+      {hasSurvey && <div className="mt-1 truncate text-[10px] font-medium text-[#5f5e5e]" title={cell?.title || ''}>{cell?.title}</div>}
+    </div>
   )
 
   if (!canOpen) {
-    return <div className="inline-flex min-h-9 min-w-[74px] items-baseline justify-center gap-1 text-left">{content}</div>
+    return <div className="inline-flex min-h-12 w-full min-w-[74px] items-center justify-center text-center">{content}</div>
   }
 
   return (
     <button
       type="button"
       onClick={onClick}
-      className="inline-flex min-h-9 min-w-[74px] items-baseline justify-center gap-1 text-left transition-colors hover:text-[#003fa4]"
+      className="inline-flex min-h-12 w-full min-w-[74px] items-center justify-center text-center transition-colors hover:text-[#003fa4]"
     >
       {content}
     </button>
@@ -1150,6 +1169,24 @@ function EmptyLedger({ title }: { title: string }) {
   )
 }
 
+function getSurveyStatusMeta(status: unknown) {
+  const value = String(status || '').toLowerCase()
+  if (value === 'open') return { label: '进行中', dot: 'bg-[#0050cb]', text: 'text-[#0050cb]' }
+  if (value === 'closed') return { label: '已结束', dot: 'bg-[#5f5e5e]', text: 'text-[#5f5e5e]' }
+  if (value === 'draft') return { label: '草稿', dot: 'bg-[#b26a00]', text: 'text-[#8a5200]' }
+  return { label: '待发布', dot: 'bg-[#8a8a8a]', text: 'text-[#5f5e5e]' }
+}
+
+function InlineSurveyState({ status }: { status: unknown }) {
+  const meta = getSurveyStatusMeta(status)
+  return (
+    <span className={`inline-flex shrink-0 items-center gap-1 text-[10px] font-semibold ${meta.text}`}>
+      <span className={`h-1.5 w-1.5 rounded-full ${meta.dot}`} />
+      {meta.label}
+    </span>
+  )
+}
+
 function MonthlyScoreDetailModal({
   request,
   onClose,
@@ -1201,7 +1238,8 @@ function MonthlyScoreDetailModal({
 
   const isVisualDetail = Boolean(detail.data?.template?.isVisual || detail.data?.workItems?.length)
   const responseCount = Number(detail.data?.responseCount || detail.data?.participants?.length || 0)
-  const surveyCount = Number(detail.data?.surveyCount || 0)
+  const primarySurvey = detail.data?.surveys?.[0] || null
+  const workflow = detail.data?.workflow || {}
 
   return createPortal((
     <div
@@ -1220,16 +1258,21 @@ function MonthlyScoreDetailModal({
       >
         <div className="sticky top-0 z-10 flex items-start justify-between gap-4 border-b border-[#e2e2e2] bg-white px-4 pb-4 pt-[calc(16px+env(safe-area-inset-top))] sm:px-5 sm:pt-4">
           <div className="min-w-0">
-            <div className="text-[12px] font-semibold text-[#5f5e5e]">评估详情报告</div>
+            <div className="flex flex-wrap items-center gap-2 text-[12px] font-semibold text-[#5f5e5e]">
+              <span>{formatMonthLabel(detail.data?.month || request.month)}</span>
+              <span>·</span>
+              <span>{detail.data?.template?.name || '考核明细'}</span>
+              {primarySurvey && <InlineSurveyState status={primarySurvey.status} />}
+            </div>
             <h2 id="performance-survey-detail-title" className="mt-2 break-words text-[22px] font-bold leading-tight text-[#1a1c1c] sm:text-[24px]">
-              {detail.data?.template?.fullName || detail.data?.template?.name || '考核明细'}
+              {primarySurvey?.title || detail.data?.template?.fullName || '考核明细'}
             </h2>
           </div>
           <button
             ref={closeButtonRef}
             type="button"
             onClick={onClose}
-            className="flex h-10 w-10 shrink-0 items-center justify-center rounded-full text-[28px] font-light leading-none text-[#5f5e5e] transition-colors hover:bg-[#eeeeee] hover:text-[#1a1c1c]"
+            className="flex h-10 w-10 shrink-0 items-center justify-center rounded-full text-[28px] font-light leading-none text-[#5f5e5e] outline-none transition-colors hover:bg-[#eeeeee] hover:text-[#1a1c1c] focus-visible:ring-2 focus-visible:ring-[#0050cb] focus-visible:ring-offset-2"
             aria-label="关闭详情"
           >
             ×
@@ -1241,20 +1284,21 @@ function MonthlyScoreDetailModal({
           {detail.error && <ErrorPanel message={detail.error} />}
           {detail.data && (
             <div className="space-y-7">
-              <div className="grid grid-cols-2 gap-5 sm:grid-cols-4">
-                <DetailMetaItem label="评估周期" value={detail.data.month || request.month} />
+              <div className="grid grid-cols-2 gap-5 border-b border-[#e2e2e2] pb-5 sm:grid-cols-4">
                 <DetailMetaItem label="被评估人" value={detail.data.employee?.displayName || '-'} />
-                <DetailMetaItem label="评分人数" value={responseCount || '-'} />
-                <DetailMetaItem label="记录数" value={surveyCount || '-'} />
+                <DetailMetaItem label="发起人" value={primarySurvey?.creatorName || '-'} />
+                <DetailMetaItem label="截止时间" value={primarySurvey?.dueAt ? formatDate(primarySurvey.dueAt) : '未设置'} />
+                <DetailMetaItem label="当前得分" value={detail.data.score === null || detail.data.score === undefined ? '待评分' : `${formatNullableScore(detail.data.score)} / 120`} />
               </div>
 
-              <section className="space-y-3">
-                <DetailSectionTitle>核心评分</DetailSectionTitle>
-                <div className="grid grid-cols-1 gap-3 sm:grid-cols-3">
-                  <DetailScoreCard label="最终分" value={formatNullableScore(detail.data.score)} suffix="/120" strong />
-                  <DetailScoreCard label="评分人数" value={responseCount || 0} suffix="人" />
-                  <DetailScoreCard label="月度记录" value={surveyCount || 0} suffix="条" />
+              <section className="space-y-4">
+                <DetailSectionTitle>调研进度</DetailSectionTitle>
+                <div className="grid grid-cols-3 border-y border-[#e2e2e2] py-4 text-center">
+                  <WorkflowCount label="通知" value={workflow.notifiedCount || 0} total={workflow.assignmentCount || 0} />
+                  <WorkflowCount label="已查看" value={workflow.readCount || 0} total={workflow.assignmentCount || 0} />
+                  <WorkflowCount label="已评分" value={workflow.submittedCount || responseCount || 0} total={workflow.assignmentCount || 0} />
                 </div>
+                <EvaluatorWorkflowList items={detail.data.evaluators || []} />
               </section>
 
               {isVisualDetail && (
@@ -1292,15 +1336,6 @@ function MonthlyScoreDetailModal({
             </div>
           )}
         </div>
-        <div className="sticky bottom-0 border-t border-[#e2e2e2] bg-white px-4 pb-[calc(12px+env(safe-area-inset-bottom))] pt-3 sm:px-5 sm:pb-3">
-          <button
-            type="button"
-            onClick={onClose}
-            className="h-11 w-full rounded-lg border border-[#c2c6d8] text-[13px] font-semibold text-[#1a1c1c] transition-colors hover:bg-[#eeeeee]"
-          >
-            关闭详情
-          </button>
-        </div>
       </div>
     </div>
   ), document.body)
@@ -1323,28 +1358,77 @@ function DetailSectionTitle({ children }: { children: ReactNode }) {
   )
 }
 
-function DetailScoreCard({
-  label,
-  value,
-  suffix,
-  strong = false,
-}: {
-  label: string
-  value: ReactNode
-  suffix?: string
-  strong?: boolean
-}) {
+function WorkflowCount({ label, value, total }: { label: string; value: number; total: number }) {
   return (
-    <div className="rounded-lg border border-[#e2e2e2] bg-[#f9f9f9] p-4">
-      <div className="mb-2 block text-[12px] font-semibold text-[#5f5e5e]">{label}</div>
-      <div className="flex items-baseline gap-1">
-        <span className={`${strong ? 'text-[32px] leading-10' : 'text-[24px] leading-8'} font-bold text-[#1a1c1c]`}>{value}</span>
-        {suffix && <span className="text-[12px] font-medium text-[#5f5e5e]">{suffix}</span>}
+    <div className="border-r border-[#e2e2e2] last:border-r-0">
+      <div className="text-[12px] font-semibold text-[#5f5e5e]">{label}</div>
+      <div className="mt-1 text-[20px] font-bold text-[#1a1c1c]">
+        {value}<span className="ml-1 text-[12px] font-medium text-[#727687]">/ {total}</span>
       </div>
     </div>
   )
 }
 
+function WorkflowState({ label, tone = 'muted' }: { label: string; tone?: 'blue' | 'green' | 'red' | 'muted' }) {
+  const toneClass = tone === 'green'
+    ? 'bg-[#149447]'
+    : tone === 'blue'
+      ? 'bg-[#0050cb]'
+      : tone === 'red'
+        ? 'bg-[#ba1a1a]'
+        : 'bg-[#8a8a8a]'
+  return (
+    <span className="inline-flex items-center gap-1.5 whitespace-nowrap text-[11px] font-semibold text-[#5f5e5e]">
+      <span className={`h-1.5 w-1.5 rounded-full ${toneClass}`} />
+      {label}
+    </span>
+  )
+}
+
+function EvaluatorWorkflowList({ items }: { items: any[] }) {
+  if (!items.length) {
+    return <div className="border border-dashed border-[#c2c6d8] px-4 py-6 text-center text-sm font-semibold text-[#5f5e5e]">暂无评价人</div>
+  }
+
+  return (
+    <div className="divide-y divide-[#eeeeee] border-y border-[#eeeeee]">
+      {items.map((item) => {
+        const noticeStatus = String(item.notification?.status || '')
+        const readStatus = String(item.notification?.readStatus || 'unknown')
+        const notice = noticeStatus === 'succeeded'
+          ? { label: '已发送', tone: 'blue' as const }
+          : noticeStatus === 'processing' || noticeStatus === 'pending' || noticeStatus === 'retrying'
+            ? { label: '发送中', tone: 'muted' as const }
+            : noticeStatus === 'skipped' || noticeStatus === 'exhausted'
+              ? { label: '发送失败', tone: 'red' as const }
+              : { label: '未发起', tone: 'muted' as const }
+        const read = readStatus === 'read'
+          ? { label: '已查看', tone: 'green' as const }
+          : readStatus === 'unread'
+            ? { label: '未查看', tone: 'muted' as const }
+            : { label: '未确认', tone: 'muted' as const }
+        const submitted = item.assignmentStatus === 'submitted'
+          ? { label: '已评分', tone: 'green' as const }
+          : { label: '待评分', tone: 'muted' as const }
+
+        return (
+          <div key={item.id} className="grid gap-3 py-3 sm:grid-cols-[minmax(120px,1fr)_repeat(3,auto)] sm:items-center sm:gap-6">
+            <div className="min-w-0">
+              <div className="truncate text-[14px] font-bold text-[#1a1c1c]">{item.name}</div>
+              {item.submittedAt && <div className="mt-1 text-[11px] text-[#727687]">{formatDate(item.submittedAt)}</div>}
+            </div>
+            <div className="grid grid-cols-3 gap-3 sm:contents">
+              <WorkflowState {...notice} />
+              <WorkflowState {...read} />
+              <WorkflowState {...submitted} />
+            </div>
+          </div>
+        )
+      })}
+    </div>
+  )
+}
+
 function ScoreParticipantList({ items }: { items: any[] }) {
   if (!items.length) {
     return <div className="rounded-lg border border-[#eeeeee] bg-[#f9f9f9] px-4 py-4 text-sm font-semibold text-[#5f5e5e]">暂无评分记录</div>
@@ -2117,7 +2201,8 @@ function CreateSurveyForm({
   const [title, setTitle] = useState('')
   const [description, setDescription] = useState('')
   const [templateCode, setTemplateCode] = useState('')
-  const [dueAt, setDueAt] = useState(getCurrentMonthValue())
+  const [assessmentMonth, setAssessmentMonth] = useState(getCurrentMonthValue())
+  const [deadlineAt, setDeadlineAt] = useState('')
   const openNow = true
   const [targetEmployees, setTargetEmployees] = useState<Employee[]>([])
   const [manualEvaluatorEmployees, setManualEvaluatorEmployees] = useState<Employee[]>([])
@@ -2200,10 +2285,10 @@ function CreateSurveyForm({
           }
         }
       }
-      const assessmentMonth = dueAt || getCurrentMonthValue()
+      const selectedAssessmentMonth = assessmentMonth || getCurrentMonthValue()
       const submitTitle = title.trim()
         || targetItemsToSubmit[0]?.name
-        || `${selectedTemplateInfo?.shortName || selectedTemplateInfo?.name || '考核'}-${assessmentMonth}`
+        || `${formatMonthLabel(selectedAssessmentMonth)} · ${getTemplateDisplayName(selectedTemplateInfo)}`
       const created = await apiRequest<any>('/surveys', {
         method: 'POST',
         body: JSON.stringify({
@@ -2211,7 +2296,8 @@ function CreateSurveyForm({
           description,
           surveyKind,
           templateCode: selectedTemplate,
-          dueAt: assessmentMonth ? `${assessmentMonth}-01T00:00:00` : null,
+          assessmentMonth: selectedAssessmentMonth,
+          dueAt: deadlineAt ? new Date(deadlineAt).toISOString() : null,
           openNow,
           targetEmployeeIds: effectiveTargetEmployees.map((employee) => employee.id),
           targetItems: targetItemsToSubmit,
@@ -2243,7 +2329,8 @@ function CreateSurveyForm({
 
       setTitle('')
       setDescription('')
-      setDueAt(getCurrentMonthValue())
+      setAssessmentMonth(getCurrentMonthValue())
+      setDeadlineAt('')
       setTargetEmployees([])
       setManualEvaluatorEmployees([])
       setEvaluatorDepartmentValues([])
@@ -2274,7 +2361,8 @@ function CreateSurveyForm({
       <div className="space-y-6">
         <div className="border border-[#eeeeee] bg-white p-6">
           <div className="space-y-6">
-            <TextInput label="考核月份" value={dueAt} onChange={setDueAt} type="month" />
+            <TextInput label="考核月份" value={assessmentMonth} onChange={setAssessmentMonth} type="month" />
+            <TextInput label="截止时间（可选）" value={deadlineAt} onChange={setDeadlineAt} type="datetime-local" />
             <label className="grid gap-2 text-sm">
               <span className="text-[12px] font-semibold tracking-[0.05em] text-[#5f5e5e]">考评模板</span>
               <select
diff --git a/lib/__tests__/dingtalk-client.test.ts b/lib/__tests__/dingtalk-client.test.ts
index c1768ae..453d612 100644
--- a/lib/__tests__/dingtalk-client.test.ts
+++ b/lib/__tests__/dingtalk-client.test.ts
@@ -120,4 +120,39 @@ describe('dingtalk client', () => {
     expect(body.msg.action_card.single_url).toContain('app_id=0_4279191869')
     expect(body.msg.action_card.single_url).toContain(encodeURIComponent('https://sc.jiansun.vip/dingtalk-entry?redirect=%2Fperformance-survey'))
   })
+
+  test('工作通知发送结果会区分已读和未读人员', async () => {
+    process.env.DINGTALK_CLIENT_ID = 'login-client-id'
+    process.env.DINGTALK_CLIENT_SECRET = 'login-client-secret'
+    process.env.DINGTALK_WORK_NOTICE_AGENT_ID = '4279191869'
+
+    ;(global.fetch as jest.Mock)
+      .mockResolvedValueOnce({
+        ok: true,
+        json: async () => ({ errcode: 0, access_token: 'notice-token', expires_in: 7200 }),
+      })
+      .mockResolvedValueOnce({
+        ok: true,
+        json: async () => ({
+          errcode: 0,
+          send_result: {
+            read_user_id_list: ['ding-read'],
+            unread_user_id_list: ['ding-unread'],
+            failed_user_id_list: ['ding-failed'],
+          },
+        }),
+      })
+
+    const { getDingtalkWorkNoticeSendResult } = await import('@/lib/dingtalk-client')
+    const result = await getDingtalkWorkNoticeSendResult('task-1')
+
+    expect(result.readUserIds).toEqual(['ding-read'])
+    expect(result.unreadUserIds).toEqual(['ding-unread'])
+    expect(result.failedUserIds).toEqual(['ding-failed'])
+    const [, options] = (global.fetch as jest.Mock).mock.calls[1]
+    expect(JSON.parse(options.body)).toEqual({
+      agent_id: 4279191869,
+      task_id: 'task-1',
+    })
+  })
 })
diff --git a/lib/__tests__/performance-survey-notifications.test.ts b/lib/__tests__/performance-survey-notifications.test.ts
index 8117add..06db247 100644
--- a/lib/__tests__/performance-survey-notifications.test.ts
+++ b/lib/__tests__/performance-survey-notifications.test.ts
@@ -4,10 +4,11 @@ import {
   processPerformanceSurveyNotification,
   queueSurveyTargetConfirmationNotifications,
   recoverDuePerformanceSurveyNotifications,
+  refreshPerformanceSurveyNotificationReadStatuses,
   retryPerformanceSurveyNotification,
 } from '@/lib/performance-survey-notifications'
 import { prisma } from '@/lib/prisma'
-import { sendDingtalkWorkNotice } from '@/lib/dingtalk-client'
+import { getDingtalkWorkNoticeSendResult, sendDingtalkWorkNotice } from '@/lib/dingtalk-client'
 
 jest.mock('@/lib/prisma', () => ({
   prisma: {
@@ -33,6 +34,7 @@ jest.mock('@/lib/prisma', () => ({
 
 jest.mock('@/lib/dingtalk-client', () => ({
   sendDingtalkWorkNotice: jest.fn(),
+  getDingtalkWorkNoticeSendResult: jest.fn(),
 }))
 
 jest.mock('@/lib/public-app-url', () => ({
@@ -70,6 +72,14 @@ describe('performance survey notifications', () => {
       taskId: 'task-1',
       raw: { errcode: 0, task_id: 'task-1' },
     })
+    ;(getDingtalkWorkNoticeSendResult as jest.Mock).mockResolvedValue({
+      readUserIds: [],
+      unreadUserIds: [],
+      failedUserIds: [],
+      invalidUserIds: [],
+      forbiddenUserIds: [],
+      raw: { errcode: 0 },
+    })
   })
 
   afterEach(() => {
@@ -264,4 +274,32 @@ describe('performance survey notifications', () => {
       }),
     })
   })
+
+  test('通知发送结果会把收件人更新为已查看', async () => {
+    ;(prisma.performanceSurveyNotification.findMany as jest.Mock).mockResolvedValue([{
+      id: 'notification-1',
+      providerMessageId: 'task-1',
+      dingtalkUserId: 'ding-user-1',
+    }])
+    ;(getDingtalkWorkNoticeSendResult as jest.Mock).mockResolvedValue({
+      readUserIds: ['ding-user-1'],
+      unreadUserIds: [],
+      failedUserIds: [],
+      invalidUserIds: [],
+      forbiddenUserIds: [],
+      raw: { errcode: 0 },
+    })
+
+    const count = await refreshPerformanceSurveyNotificationReadStatuses()
+
+    expect(count).toBe(1)
+    expect(prisma.performanceSurveyNotification.update).toHaveBeenCalledWith({
+      where: { id: 'notification-1' },
+      data: expect.objectContaining({
+        readStatus: 'read',
+        readAt: expect.any(Date),
+        readStatusCheckedAt: expect.any(Date),
+      }),
+    })
+  })
 })
diff --git a/lib/__tests__/performance-survey-period.test.ts b/lib/__tests__/performance-survey-period.test.ts
new file mode 100644
index 0000000..ac2a260
--- /dev/null
+++ b/lib/__tests__/performance-survey-period.test.ts
@@ -0,0 +1,49 @@
+/** @jest-environment node */
+
+import {
+  PerformanceSurveyApiError,
+  resolvePerformanceSurveyPeriodInput,
+} from '@/lib/performance-survey-service'
+
+describe('performance survey period', () => {
+  const now = new Date('2026-07-10T08:00:00.000Z')
+
+  test('考核月份不会再自动变成截止时间', () => {
+    const result = resolvePerformanceSurveyPeriodInput({
+      assessmentMonth: '2026-03',
+      dueAt: null,
+      openNow: true,
+    }, now)
+
+    expect(result).toEqual({
+      assessmentMonth: '2026-03',
+      dueAt: null,
+    })
+  })
+
+  test('独立设置的未来截止时间会被保留', () => {
+    const result = resolvePerformanceSurveyPeriodInput({
+      assessmentMonth: '2026-07',
+      dueAt: '2026-07-20T10:00:00.000Z',
+      openNow: true,
+    }, now)
+
+    expect(result.assessmentMonth).toBe('2026-07')
+    expect(result.dueAt?.toISOString()).toBe('2026-07-20T10:00:00.000Z')
+  })
+
+  test('发布时不允许使用已经过去的截止时间', () => {
+    expect(() => resolvePerformanceSurveyPeriodInput({
+      assessmentMonth: '2026-07',
+      dueAt: '2026-07-01T00:00:00.000Z',
+      openNow: true,
+    }, now)).toThrow(new PerformanceSurveyApiError('截止时间必须晚于当前时间'))
+  })
+
+  test('显式传入无效月份时不会静默改成当前月', () => {
+    expect(() => resolvePerformanceSurveyPeriodInput({
+      assessmentMonth: '2026-13',
+      dueAt: null,
+    }, now)).toThrow(new PerformanceSurveyApiError('考核月份格式无效'))
+  })
+})
diff --git a/lib/dingtalk-client.ts b/lib/dingtalk-client.ts
index 99a9bb8..5371e17 100644
--- a/lib/dingtalk-client.ts
+++ b/lib/dingtalk-client.ts
@@ -13,6 +13,15 @@ type DingtalkWorkNoticeResult = {
   raw?: unknown
 }
 
+export type DingtalkWorkNoticeSendResult = {
+  readUserIds: string[]
+  unreadUserIds: string[]
+  failedUserIds: string[]
+  invalidUserIds: string[]
+  forbiddenUserIds: string[]
+  raw: unknown
+}
+
 type DingtalkAppConfig = {
   appKey: string
   appSecret: string
@@ -264,3 +273,49 @@ export async function sendDingtalkWorkNotice(
     raw: data,
   }
 }
+
+export async function getDingtalkWorkNoticeSendResult(
+  taskId: string,
+): Promise<DingtalkWorkNoticeSendResult> {
+  const agentId = Number(getDingtalkWorkNoticeAgentId())
+  if (!Number.isFinite(agentId) || agentId <= 0) {
+    throw new Error('钉钉工作通知 DINGTALK_WORK_NOTICE_AGENT_ID 必须是正数')
+  }
+
+  const normalizedTaskId = String(taskId || '').trim()
+  if (!normalizedTaskId) throw new Error('缺少钉钉工作通知 taskId')
+
+  const token = await getDingtalkWorkNoticeAccessToken()
+  const response = await fetch(
+    `https://oapi.dingtalk.com/topapi/message/corpconversation/getsendresult?access_token=${encodeURIComponent(token)}`,
+    {
+      method: 'POST',
+      headers: { 'Content-Type': 'application/json' },
+      body: JSON.stringify({
+        agent_id: agentId,
+        task_id: normalizedTaskId,
+      }),
+    },
+  )
+  const data = await response.json().catch(async () => ({ raw: await response.text() }))
+  if (!response.ok) {
+    throw new Error(`查询钉钉工作通知发送结果失败: HTTP ${response.status}`)
+  }
+  if (data.errcode !== 0) {
+    throw new Error(`查询钉钉工作通知发送结果失败: ${data.errmsg || '未知错误'}`)
+  }
+
+  const result = data.send_result && typeof data.send_result === 'object' ? data.send_result : {}
+  const stringList = (value: unknown) => Array.isArray(value)
+    ? value.map((item) => String(item || '').trim()).filter(Boolean)
+    : []
+
+  return {
+    readUserIds: stringList(result.read_user_id_list),
+    unreadUserIds: stringList(result.unread_user_id_list),
+    failedUserIds: stringList(result.failed_user_id_list),
+    invalidUserIds: stringList(result.invalid_user_id_list),
+    forbiddenUserIds: stringList(result.forbidden_user_id_list),
+    raw: data,
+  }
+}
diff --git a/lib/performance-survey-notifications.ts b/lib/performance-survey-notifications.ts
index 753a42d..60053f7 100644
--- a/lib/performance-survey-notifications.ts
+++ b/lib/performance-survey-notifications.ts
@@ -2,7 +2,10 @@ import { randomUUID } from 'crypto'
 import { prisma } from '@/lib/prisma'
 import { getPublicAppOrigin } from '@/lib/public-app-url'
 import { buildDingtalkEntryPath } from '@/lib/safe-redirect'
-import { sendDingtalkWorkNotice } from '@/lib/dingtalk-client'
+import {
+  getDingtalkWorkNoticeSendResult,
+  sendDingtalkWorkNotice,
+} from '@/lib/dingtalk-client'
 
 const STATUS = {
   PENDING: 'pending',
@@ -18,11 +21,13 @@ const RETRY_DELAYS_MS = [0, 60_000, 5 * 60_000, 15 * 60_000, 30 * 60_000, 60 * 6
 const RECOVERY_INTERVAL_MS = 60_000
 const REMINDER_INTERVAL_MS = 10 * 60_000
 const STALE_PROCESSING_MS = 5 * 60_000
+const READ_STATUS_REFRESH_MS = 5 * 60_000
 
 let workerStarted = false
 let recoveryTimer: NodeJS.Timeout | null = null
 let reminderTimer: NodeJS.Timeout | null = null
 const deliveryTimers = new Map<string, NodeJS.Timeout>()
+let readStatusRefreshInFlight: Promise<number> | null = null
 
 type QueueNotificationInput = {
   surveyId?: string | null
@@ -98,11 +103,13 @@ export function ensurePerformanceSurveyNotificationWorkerStarted() {
   const bootstrap = setTimeout(() => {
     void recoverDuePerformanceSurveyNotifications()
     void queueDuePerformanceSurveyReminders()
+    void refreshPerformanceSurveyNotificationReadStatuses()
   }, 1000)
   bootstrap.unref?.()
 
   recoveryTimer = setInterval(() => {
     void recoverDuePerformanceSurveyNotifications()
+    void refreshPerformanceSurveyNotificationReadStatuses()
   }, RECOVERY_INTERVAL_MS)
   recoveryTimer.unref?.()
 
@@ -251,8 +258,8 @@ export async function queueSurveyTargetConfirmationNotifications(surveyId: strin
         businessKey: `target-confirmation:${survey.id}:${target.id}`,
         title: isVisualSurvey ? '请确认并提交视觉评分作品' : '请确认一项代发起调研',
         content: isVisualSurvey
-          ? `${survey.creatorName} 为你发起了一项视觉评分调研，请确认被考核人信息并提交 ${requiredWorkItemCount} 个案例作品。\n\n调研：${survey.title}\n被考核人：${target.targetName}${survey.dueAt ? `\n考核月份：${formatMonth(survey.dueAt)}` : ''}\n\n如信息有误，请联系发起人。`
-          : `${survey.creatorName} 为你发起了一项调研，请确认被考核人信息。\n\n调研：${survey.title}\n被考核人：${target.targetName}${survey.dueAt ? `\n考核月份：${formatMonth(survey.dueAt)}` : ''}\n\n如信息有误，请联系发起人。`,
+          ? `${survey.creatorName} 为你发起了一项视觉评分调研，请确认被考核人信息并提交 ${requiredWorkItemCount} 个案例作品。\n\n调研：${survey.title}\n被考核人：${target.targetName}\n考核月份：${formatAssessmentMonth(survey.assessmentMonth, survey.createdAt)}\n\n如信息有误，请联系发起人。`
+          : `${survey.creatorName} 为你发起了一项调研，请确认被考核人信息。\n\n调研：${survey.title}\n被考核人：${target.targetName}\n考核月份：${formatAssessmentMonth(survey.assessmentMonth, survey.createdAt)}\n\n如信息有误，请联系发起人。`,
         actionUrl: getSurveyUrl(
           isVisualSurvey
             ? `/performance-survey/survey/${survey.id}?targetId=${target.id}`
@@ -419,6 +426,9 @@ export async function retryPerformanceSurveyNotification(notificationId: string)
       lastResponseBody: null,
       lastError: null,
       providerMessageId: null,
+      readStatus: 'unknown',
+      readAt: null,
+      readStatusCheckedAt: null,
       sentAt: null,
     },
   })
@@ -495,6 +505,9 @@ export async function processPerformanceSurveyNotification(notificationId: strin
         status: STATUS.SUCCEEDED,
         attemptCount: { increment: 1 },
         providerMessageId: result.taskId || result.requestId || null,
+        readStatus: 'unknown',
+        readAt: null,
+        readStatusCheckedAt: null,
         lastStatusCode: 200,
         lastResponseBody: truncateBody(JSON.stringify(result.raw || result)),
         lastError: null,
@@ -530,6 +543,73 @@ export async function processPerformanceSurveyNotification(notificationId: strin
   }
 }
 
+export function refreshPerformanceSurveyNotificationReadStatuses(limit = 20) {
+  if (readStatusRefreshInFlight) return readStatusRefreshInFlight
+  readStatusRefreshInFlight = refreshPerformanceSurveyNotificationReadStatusesInternal(limit)
+    .finally(() => {
+      readStatusRefreshInFlight = null
+    })
+  return readStatusRefreshInFlight
+}
+
+async function refreshPerformanceSurveyNotificationReadStatusesInternal(limit = 20) {
+  const staleBefore = new Date(Date.now() - READ_STATUS_REFRESH_MS)
+  const notifications = await prisma.performanceSurveyNotification.findMany({
+    where: {
+      status: STATUS.SUCCEEDED,
+      providerMessageId: { not: null },
+      readStatus: { in: ['unknown', 'unread'] },
+      OR: [
+        { readStatusCheckedAt: null },
+        { readStatusCheckedAt: { lte: staleBefore } },
+      ],
+    },
+    select: {
+      id: true,
+      providerMessageId: true,
+      dingtalkUserId: true,
+    },
+    orderBy: { sentAt: 'asc' },
+    take: Math.max(1, Math.min(limit, 100)),
+  })
+
+  let refreshed = 0
+  for (const notification of notifications) {
+    const taskId = clean(notification.providerMessageId)
+    const recipientDingtalkUserId = clean(notification.dingtalkUserId)
+    if (!taskId || !recipientDingtalkUserId) continue
+
+    try {
+      const result = await getDingtalkWorkNoticeSendResult(taskId)
+      const read = result.readUserIds.includes(recipientDingtalkUserId)
+      const unread = result.unreadUserIds.includes(recipientDingtalkUserId)
+      const deliveryFailed = [
+        ...result.failedUserIds,
+        ...result.invalidUserIds,
+        ...result.forbiddenUserIds,
+      ].includes(recipientDingtalkUserId)
+      const checkedAt = new Date()
+
+      await prisma.performanceSurveyNotification.update({
+        where: { id: notification.id },
+        data: {
+          readStatus: read ? 'read' : unread ? 'unread' : deliveryFailed ? 'delivery_failed' : 'unknown',
+          readAt: read ? checkedAt : null,
+          readStatusCheckedAt: checkedAt,
+        },
+      })
+      refreshed += 1
+    } catch {
+      await prisma.performanceSurveyNotification.update({
+        where: { id: notification.id },
+        data: { readStatusCheckedAt: new Date() },
+      })
+    }
+  }
+
+  return refreshed
+}
+
 function formatDateTime(value: Date | string | null | undefined) {
   if (!value) return ''
   const date = new Date(value)
@@ -537,8 +617,12 @@ function formatDateTime(value: Date | string | null | undefined) {
   return date.toLocaleString('zh-CN', { hour12: false })
 }
 
-function formatMonth(value: Date | string) {
-  const date = new Date(value)
+function formatAssessmentMonth(value: string | null | undefined, fallback: Date | string) {
+  const normalized = String(value || '').trim()
+  const match = normalized.match(/^(\d{4})-(\d{2})$/)
+  if (match) return `${match[1]}年${Number(match[2])}月`
+
+  const date = new Date(fallback)
   if (Number.isNaN(date.getTime())) return '-'
   return `${date.getFullYear()}年${date.getMonth() + 1}月`
 }
diff --git a/lib/performance-survey-service.ts b/lib/performance-survey-service.ts
index 974eb11..88f67be 100644
--- a/lib/performance-survey-service.ts
+++ b/lib/performance-survey-service.ts
@@ -19,6 +19,7 @@ import {
   queueSurveyResultNotifications,
   queueSurveyTargetConfirmationNotifications,
   recoverDuePerformanceSurveyNotifications,
+  refreshPerformanceSurveyNotificationReadStatuses,
   retryPerformanceSurveyNotification,
 } from '@/lib/performance-survey-notifications'
 import {
@@ -155,6 +156,16 @@ function isMonthlyAssessmentTemplateCode(code?: string | null): code is MonthlyA
   return Boolean(code && MONTHLY_ASSESSMENT_TEMPLATE_SET.has(code))
 }
 
+function normalizeAssessmentMonth(value: unknown) {
+  const normalized = clean(value)
+  return normalized && /^\d{4}-(0[1-9]|1[0-2])$/.test(normalized) ? normalized : null
+}
+
+function formatAssessmentMonthTitle(month: string, templateName: string) {
+  const [year, monthValue] = month.split('-')
+  return `${year}年${Number(monthValue)}月 · ${templateName}`
+}
+
 function encodeDepartmentPart(value: string) {
   return encodeURIComponent(value)
 }
@@ -281,7 +292,7 @@ function toDate(value: unknown) {
 }
 
 function getMonthRange(value: unknown) {
-  const normalized = clean(value)
+  const normalized = normalizeAssessmentMonth(value)
   const match = normalized?.match(/^(\d{4})-(\d{2})$/)
   if (!match) return null
 
@@ -291,7 +302,7 @@ function getMonthRange(value: unknown) {
 
   const start = new Date(year, month - 1, 1, 0, 0, 0, 0)
   const end = new Date(year, month, 1, 0, 0, 0, 0)
-  return { start, end }
+  return { start, end, value: normalized }
 }
 
 function getCurrentMonthRange() {
@@ -301,6 +312,29 @@ function getCurrentMonthRange() {
   return { start, end, value: `${now.getFullYear()}-${String(now.getMonth() + 1).padStart(2, '0')}` }
 }
 
+export function resolvePerformanceSurveyPeriodInput(
+  input: { assessmentMonth?: unknown; dueAt?: unknown; openNow?: boolean },
+  now = new Date(),
+) {
+  const requestedAssessmentMonth = clean(input.assessmentMonth)
+  const assessmentMonth = normalizeAssessmentMonth(requestedAssessmentMonth)
+  if (requestedAssessmentMonth && !assessmentMonth) {
+    throw new PerformanceSurveyApiError('考核月份格式无效')
+  }
+
+  const requestedDueAt = clean(input.dueAt)
+  const dueAt = toDate(input.dueAt)
+  if (requestedDueAt && !dueAt) throw new PerformanceSurveyApiError('截止时间格式无效')
+  if (input.openNow && dueAt && dueAt.getTime() <= now.getTime()) {
+    throw new PerformanceSurveyApiError('截止时间必须晚于当前时间')
+  }
+
+  return {
+    assessmentMonth: assessmentMonth || getMonthRangeFromDate(now).value,
+    dueAt,
+  }
+}
+
 function getMonthRangeFromDate(value: Date) {
   const start = new Date(value.getFullYear(), value.getMonth(), 1, 0, 0, 0, 0)
   const end = new Date(value.getFullYear(), value.getMonth() + 1, 1, 0, 0, 0, 0)
@@ -322,20 +356,36 @@ function getRecentMonthValues(count = 12) {
 }
 
 function getMonthSpanRange(months: string[]) {
-  const ranges = months.map((month) => getMonthRange(month)).filter((range): range is { start: Date; end: Date } => Boolean(range))
+  const ranges = months.flatMap((month) => {
+    const range = getMonthRange(month)
+    return range ? [range] : []
+  })
   const start = new Date(Math.min(...ranges.map((range) => range.start.getTime())))
   const end = new Date(Math.max(...ranges.map((range) => range.end.getTime())))
   return { start, end }
 }
 
 function getSurveyMonthWhere(monthRange: { start: Date; end: Date }) {
+  const startMonth = getMonthValueFromDate(monthRange.start)
+  const inclusiveEnd = new Date(monthRange.end.getTime() - 1)
+  const endMonth = getMonthValueFromDate(inclusiveEnd)
   return {
     OR: [
-      { dueAt: { gte: monthRange.start, lt: monthRange.end } },
+      { assessmentMonth: { gte: startMonth, lte: endMonth } },
       {
         AND: [
-          { dueAt: null },
-          { createdAt: { gte: monthRange.start, lt: monthRange.end } },
+          { assessmentMonth: null },
+          {
+            OR: [
+              { dueAt: { gte: monthRange.start, lt: monthRange.end } },
+              {
+                AND: [
+                  { dueAt: null },
+                  { createdAt: { gte: monthRange.start, lt: monthRange.end } },
+                ],
+              },
+            ],
+          },
         ],
       },
     ],
@@ -520,17 +570,7 @@ async function getManagerSurveyFilterWhere(ctx: UserContext, params?: URLSearchP
   }
 
   if (monthRange) {
-    and.push({
-      OR: [
-        { dueAt: { gte: monthRange.start, lt: monthRange.end } },
-        {
-          AND: [
-            { dueAt: null },
-            { createdAt: { gte: monthRange.start, lt: monthRange.end } },
-          ],
-        },
-      ],
-    })
+    and.push(getSurveyMonthWhere(monthRange))
   }
 
   return and.length === 1 ? and[0] : { AND: and }
@@ -1018,6 +1058,7 @@ export async function listPerformanceSurveys(session: Session | null, params?: U
       templateCode: survey.templateCode,
       status: survey.status,
       departmentName: survey.departmentName,
+      assessmentMonth: survey.assessmentMonth || getMonthValueFromDate(survey.dueAt || survey.createdAt),
       dueAt: survey.dueAt,
       openedAt: survey.openedAt,
       closedAt: survey.closedAt,
@@ -1032,6 +1073,7 @@ export async function listPerformanceSurveys(session: Session | null, params?: U
       templateCode: survey.templateCode,
       status: survey.status,
       departmentName: survey.departmentName,
+      assessmentMonth: survey.assessmentMonth || getMonthValueFromDate(survey.dueAt || survey.createdAt),
       dueAt: survey.dueAt,
       openedAt: survey.openedAt,
       closedAt: survey.closedAt,
@@ -1090,7 +1132,8 @@ function getMonthlyTemplates(templates: PerformanceSurveyTemplateShape[]) {
 }
 
 function getDashboardTargetMonth(target: any) {
-  return getMonthValueFromDate(target?.survey?.dueAt || target?.survey?.createdAt || target?.createdAt)
+  return normalizeAssessmentMonth(target?.survey?.assessmentMonth)
+    || getMonthValueFromDate(target?.survey?.dueAt || target?.survey?.createdAt || target?.createdAt)
 }
 
 function getTargetResponses(targets: any[]) {
@@ -1105,6 +1148,12 @@ function getTargetWorkItems(targets: any[]) {
   return targets.flatMap((target) => target.workItems || [])
 }
 
+function getTargetWorkItemCount(targets: any[]) {
+  return targets.reduce((sum, target) => (
+    sum + Number(target?._count?.workItems ?? target?.workItems?.length ?? 0)
+  ), 0)
+}
+
 function summarizeMonthlyScoreCell(
   template: PerformanceSurveyTemplateShape,
   targets: any[],
@@ -1113,6 +1162,13 @@ function summarizeMonthlyScoreCell(
   if (targets.length === 0) {
     return {
       templateCode: template.code,
+      title: null,
+      titles: [],
+      surveyId: null,
+      targetId: null,
+      status: null,
+      assessmentMonth: null,
+      dueAt: null,
       score: null,
       surveyCount: 0,
       responseCount: 0,
@@ -1132,16 +1188,29 @@ function summarizeMonthlyScoreCell(
     respondentName: response.respondentName,
   }))
   const aggregate = calculateAggregateScore(responseItems, template.scoreBands, template.weight, template)
+  const primaryTarget = targets[0]
+  const titles = Array.from(new Set(targets.map((target) => clean(target.survey?.title)).filter(Boolean)))
+  const statuses = targets.map((target) => clean(target.survey?.status)).filter(Boolean)
+  const status = statuses.includes('open') ? 'open' : statuses.includes('draft') ? 'draft' : statuses[0] || null
 
   return {
     templateCode: template.code,
+    title: titles[0] || null,
+    titles,
+    surveyId: primaryTarget?.surveyId || primaryTarget?.survey?.id || null,
+    targetId: primaryTarget?.id || null,
+    status,
+    assessmentMonth: getDashboardTargetMonth(primaryTarget),
+    dueAt: primaryTarget?.survey?.dueAt || null,
+    openedAt: primaryTarget?.survey?.openedAt || null,
+    closedAt: primaryTarget?.survey?.closedAt || null,
     score: responses.length > 0 ? aggregate.kpiScore : null,
     surveyCount: targets.length,
     responseCount: responses.length,
     assignmentCount: assignments.length,
     pendingCount: assignments.filter((assignment: any) => assignment.status !== 'submitted').length,
-    workItemCount: getTargetWorkItems(targets).length,
-    detailAllowed: detailAllowed && responses.length > 0,
+    workItemCount: getTargetWorkItemCount(targets),
+    detailAllowed,
   }
 }
 
@@ -1206,31 +1275,59 @@ async function getMonthlyTargets(employeeIds: string[], monthRange: { start: Dat
         ],
       },
     } as any,
-    include: {
-      employeeProfile: true,
-      survey: true,
-      assignments: true,
-      responses: true,
-      workItems: {
-        orderBy: { sortOrder: 'asc' },
-        include: { scores: true },
+    select: {
+      id: true,
+      surveyId: true,
+      employeeProfileId: true,
+      createdAt: true,
+      survey: {
+        select: {
+          id: true,
+          title: true,
+          templateCode: true,
+          status: true,
+          assessmentMonth: true,
+          dueAt: true,
+          openedAt: true,
+          closedAt: true,
+          createdAt: true,
+        },
       },
+      assignments: {
+        select: {
+          id: true,
+          status: true,
+          submittedAt: true,
+        },
+      },
+      responses: {
+        select: {
+          id: true,
+          totalScore: true,
+          kpiScore: true,
+          createdAt: true,
+          scores: true,
+          respondentName: true,
+        },
+      },
+      _count: { select: { workItems: true } },
     },
-    orderBy: [{ survey: { dueAt: 'desc' } }, { createdAt: 'desc' }],
+    orderBy: [{ survey: { createdAt: 'desc' } }, { createdAt: 'desc' }],
     take: 5000,
   })
 }
 
 async function assertNoMonthlyAssessmentDuplicate(
   templateCode: string,
-  assessmentDate: Date,
+  assessmentMonth: string,
   targetRows: Array<{ employeeProfileId?: string | null }>,
 ) {
   if (!isMonthlyAssessmentTemplateCode(templateCode)) return
   const employeeIds = Array.from(new Set(targetRows.map((target) => target.employeeProfileId).filter((id): id is string => Boolean(id))))
   if (employeeIds.length === 0) return
 
-  const monthRange = getMonthRangeFromDate(assessmentDate)
+  const monthRange = getMonthRange(assessmentMonth)
+  if (!monthRange) throw new PerformanceSurveyApiError('考核月份格式无效')
   const existingTargets = await prisma.performanceSurveyTarget.findMany({
     where: {
       targetType: 'employee',
@@ -1256,7 +1353,7 @@ async function assertNoMonthlyAssessmentDuplicate(
   ))))
 
   throw new PerformanceSurveyApiError(
-    `${monthRange.value} 已存在该模板考核：${duplicateNames.slice(0, 8).join('、')}${duplicateNames.length > 8 ? '等' : ''}`,
+    `${assessmentMonth} 已存在该模板考核：${duplicateNames.slice(0, 8).join('、')}${duplicateNames.length > 8 ? '等' : ''}`,
   )
 }
 
@@ -1282,12 +1379,20 @@ export async function getPerformanceSurveyDashboard(session: Session | null, par
     ? await getMonthlyTargets(publicEmployees.map((employee) => employee.id), monthRange)
     : []
   const publicDetailAllowed = Boolean(ctx.isSystemAdmin || ctx.isLeadership)
+  const publicTargetsByEmployee = new Map<string, any[]>()
+  for (const target of publicTargets) {
+    const key = clean(target.employeeProfileId)
+    if (!key) continue
+    const current = publicTargetsByEmployee.get(key) || []
+    current.push(target)
+    publicTargetsByEmployee.set(key, current)
+  }
   const publicRows = publicEmployees
     .map((employee) => buildMonthlyRow(
       employee,
       monthValue,
       templates,
-      publicTargets.filter((target) => target.employeeProfileId === employee.id),
+      publicTargetsByEmployee.get(employee.id) || [],
       publicDetailAllowed,
     ))
     .filter((row) => row.hasData)
@@ -1398,13 +1503,50 @@ export async function getPerformanceSurveyDashboardDetail(session: Session | nul
         },
       },
     },
-    orderBy: [{ survey: { dueAt: 'desc' } }, { createdAt: 'desc' }],
+    orderBy: [{ survey: { createdAt: 'desc' } }, { createdAt: 'desc' }],
     take: 200,
   })
+  const surveyIds = Array.from(new Set(targets.map((target) => target.surveyId)))
+  const notifications = surveyIds.length > 0
+    ? await prisma.performanceSurveyNotification.findMany({
+        where: {
+          surveyId: { in: surveyIds },
+          assignmentId: { not: null },
+          eventType: 'survey.assignment.created',
+        },
+        select: {
+          id: true,
+          surveyId: true,
+          targetId: true,
+          assignmentId: true,
+          recipientName: true,
+          eventType: true,
+          status: true,
+          readStatus: true,
+          readAt: true,
+          readStatusCheckedAt: true,
+          sentAt: true,
+          completedAt: true,
+          lastError: true,
+          providerMessageId: true,
+          createdAt: true,
+        },
+        orderBy: { createdAt: 'desc' },
+      })
+    : []
+  const notificationByAssignment = new Map<string, (typeof notifications)[number]>()
+  for (const notification of notifications) {
+    if (notification.assignmentId && !notificationByAssignment.has(notification.assignmentId)) {
+      notificationByAssignment.set(notification.assignmentId, notification)
+    }
+  }
   const cell = summarizeMonthlyScoreCell(template, targets, true)
   const responses = getTargetResponses(targets)
   const participants = responses.map((response: any) => ({
     id: response.id,
+    surveyId: response.surveyId,
+    surveyTitle: targets.find((target) => target.id === response.targetId)?.survey.title || '',
+    targetId: response.targetId,
     name: response.respondentEmployee
       ? getEmployeeDisplayName(response.respondentEmployee)
       : response.respondentName || '匿名评价',
@@ -1427,6 +1569,9 @@ export async function getPerformanceSurveyDashboardDetail(session: Session | nul
 
     return {
       id: item.id,
+      surveyId: item.surveyId,
+      surveyTitle: targets.find((target) => target.id === item.targetId)?.survey.title || '',
+      targetId: item.targetId,
       title: item.title,
       description: item.description,
       imageUrls: images.imageUrls,
@@ -1435,6 +1580,57 @@ export async function getPerformanceSurveyDashboardDetail(session: Session | nul
       scores,
     }
   })
+  const surveys = targets.map((target) => {
+    const targetResponses = target.responses || []
+    return {
+      id: target.survey.id,
+      targetId: target.id,
+      title: target.survey.title,
+      status: target.survey.status,
+      assessmentMonth: normalizeAssessmentMonth(target.survey.assessmentMonth) || getDashboardTargetMonth(target),
+      dueAt: target.survey.dueAt,
+      openedAt: target.survey.openedAt,
+      closedAt: target.survey.closedAt,
+      createdAt: target.survey.createdAt,
+      creatorName: target.survey.creatorName,
+      responseCount: targetResponses.length,
+      assignmentCount: target.assignments.length,
+      pendingCount: target.assignments.filter((assignment) => assignment.status !== 'submitted').length,
+    }
+  })
+  const evaluators = targets.flatMap((target) => (
+    target.assignments.map((assignment) => {
+      const notification = notificationByAssignment.get(assignment.id)
+      const response = target.responses.find((item) => item.assignmentId === assignment.id)
+      return {
+        id: assignment.id,
+        surveyId: target.survey.id,
+        surveyTitle: target.survey.title,
+        targetId: target.id,
+        name: assignment.evaluatorName,
+        assignmentStatus: assignment.status,
+        submittedAt: assignment.submittedAt,
+        score: response ? roundScore(Number(response.kpiScore ?? response.totalScore ?? 0)) : null,
+        notification: notification
+          ? {
+              id: notification.id,
+              status: notification.status,
+              sentAt: notification.sentAt,
+              completedAt: notification.completedAt,
+              lastError: notification.lastError,
+              providerMessageId: notification.providerMessageId,
+              readStatus: notification.readStatus,
+              readAt: notification.readAt,
+              readStatusCheckedAt: notification.readStatusCheckedAt,
+            }
+          : null,
+      }
+    })
+  ))
+  const assignmentCount = evaluators.length
+  const submittedCount = evaluators.filter((item) => item.assignmentStatus === 'submitted').length
+  const notifiedCount = evaluators.filter((item) => item.notification?.status === 'succeeded').length
+  const readCount = evaluators.filter((item) => item.notification?.readStatus === 'read').length
 
   return {
     month: monthValue,
@@ -1449,6 +1645,16 @@ export async function getPerformanceSurveyDashboardDetail(session: Session | nul
     score: cell.score,
     surveyCount: cell.surveyCount,
     responseCount: cell.responseCount,
+    surveys,
+    evaluators,
+    workflow: {
+      assignmentCount,
+      notifiedCount,
+      readCount,
+      submittedCount,
+      pendingCount: Math.max(0, assignmentCount - submittedCount),
+      isClosed: surveys.length > 0 && surveys.every((survey) => survey.status === 'closed'),
+    },
     participants,
     workItems,
   }
@@ -1457,15 +1663,24 @@ export async function getPerformanceSurveyDashboardDetail(session: Session | nul
 export async function createPerformanceSurvey(session: Session | null, body: any) {
   const ctx = await getPerformanceSurveyContext(session)
 
-  const title = clean(body?.title)
-  if (!title) throw new PerformanceSurveyApiError('调研标题不能为空')
-
   const templateCode = clean(body?.templateCode) || 'cross_department'
   const template = await getPerformanceSurveyTemplate(templateCode)
   const requestedSurveyKind = clean(body?.surveyKind) || template.surveyType
   const surveyKind = template.code === 'course_share' ? 'person_period' : requestedSurveyKind
-  const dueAt = toDate(body?.dueAt)
   const openNow = Boolean(body?.openNow || body?.status === 'open')
+  const period = resolvePerformanceSurveyPeriodInput({
+    assessmentMonth: body?.assessmentMonth,
+    dueAt: body?.dueAt,
+    openNow,
+  })
+  const assessmentMonth = period.assessmentMonth
+  const dueAt = period.dueAt
+  const requestedTitle = clean(body?.title)
+  const title = isMonthlyAssessmentTemplateCode(template.code)
+    ? formatAssessmentMonthTitle(assessmentMonth, template.shortName || template.name)
+    : requestedTitle
+  if (!title) throw new PerformanceSurveyApiError('调研标题不能为空')
+
   const requestedDepartmentName = clean(body?.departmentName)
   const departmentName = requestedDepartmentName || ctx.scopeDepartment
 
@@ -1502,7 +1717,7 @@ export async function createPerformanceSurvey(session: Session | null, body: any
     sortOrder: index,
   }))
 
-  await assertNoMonthlyAssessmentDuplicate(template.code, dueAt || new Date(), targetRows)
+  await assertNoMonthlyAssessmentDuplicate(template.code, assessmentMonth, targetRows)
 
   const assignmentRows: any[] = []
   for (const target of targetRows) {
@@ -1548,6 +1763,7 @@ export async function createPerformanceSurvey(session: Session | null, body: any
         creatorName: getDisplayName(ctx.user),
         creatorEmployeeId: ctx.employee?.id || null,
         departmentName,
+        assessmentMonth,
         dueAt,
         openedAt: openNow ? new Date() : null,
       },
@@ -1629,6 +1845,7 @@ export async function getPerformanceSurveyDetail(session: Session | null, survey
     status: survey.status,
     creatorName: survey.creatorName,
     departmentName: survey.departmentName,
+    assessmentMonth: survey.assessmentMonth || getMonthValueFromDate(survey.dueAt || survey.createdAt),
     dueAt: survey.dueAt,
     openedAt: survey.openedAt,
     closedAt: survey.closedAt,
@@ -1724,7 +1941,20 @@ export async function updatePerformanceSurvey(session: Session | null, surveyId:
 
   if (body?.title != null) data.title = clean(body.title) || survey.title
   if (body?.description !== undefined) data.description = clean(body.description)
-  if (body?.dueAt !== undefined) data.dueAt = toDate(body.dueAt)
+  if (body?.assessmentMonth !== undefined) {
+    const assessmentMonth = normalizeAssessmentMonth(body.assessmentMonth)
+    if (!assessmentMonth) throw new PerformanceSurveyApiError('考核月份格式无效')
+    data.assessmentMonth = assessmentMonth
+    if (isMonthlyAssessmentTemplateCode(survey.templateCode)) {
+      const template = survey.templateSnapshot as PerformanceSurveyTemplateShape
+      data.title = formatAssessmentMonthTitle(assessmentMonth, template.shortName || template.name)
+    }
+  }
+  if (body?.dueAt !== undefined) {
+    const requestedDueAt = clean(body.dueAt)
+    data.dueAt = toDate(body.dueAt)
+    if (requestedDueAt && !data.dueAt) throw new PerformanceSurveyApiError('截止时间格式无效')
+  }
 
   if (nextStatus === 'open' && survey.status === 'draft') {
     data.status = 'open'
@@ -1736,6 +1966,12 @@ export async function updatePerformanceSurvey(session: Session | null, surveyId:
     throw new PerformanceSurveyApiError('无效的调研状态')
   }
 
+  const effectiveDueAt = body?.dueAt !== undefined ? data.dueAt : survey.dueAt
+  const effectiveStatus = data.status || survey.status
+  if (effectiveStatus === 'open' && effectiveDueAt && effectiveDueAt.getTime() <= Date.now()) {
+    throw new PerformanceSurveyApiError('截止时间必须晚于当前时间')
+  }
+
   await prisma.performanceSurvey.update({
     where: { id: surveyId },
     data,
@@ -1900,6 +2136,7 @@ export async function getPerformanceSurveyResults(
       status: survey.status,
       templateCode: survey.templateCode,
       template,
+      assessmentMonth: survey.assessmentMonth || getMonthValueFromDate(survey.dueAt || survey.createdAt),
       dueAt: survey.dueAt,
       closedAt: survey.closedAt,
       counts: survey._count,
@@ -2332,7 +2569,7 @@ export async function exportPerformanceSurveyCsv(session: Session | null) {
   })
 
   const rows = [
-    ['提交时间', '调研ID', '问卷模板', '发起人', '发起人ID', '调研标题', '评价对象', '评价人', '部门', '维度得分明细', '总分', '满分', 'KPI分', '建议'],
+    ['提交时间', '调研ID', '考核月份', '模板代码', '问卷模板', '发起人', '发起人ID', '调研标题', '评价对象', '评价人', '部门', '维度得分明细', '总分', '满分', 'KPI分', '建议'],
     ...responses.map((response) => {
       const template = response.survey.templateSnapshot as PerformanceSurveyTemplateShape
       const respondentSnapshot = response.respondentSnapshot as Record<string, unknown>
@@ -2348,6 +2585,8 @@ export async function exportPerformanceSurveyCsv(session: Session | null) {
       return [
         response.createdAt.toISOString(),
         response.surveyId,
+        response.survey.assessmentMonth || getMonthValueFromDate(response.survey.dueAt || response.survey.createdAt),
+        response.survey.templateCode,
         template.name || response.survey.templateCode,
         response.survey.creatorName,
         response.survey.creatorUserId,
@@ -2397,6 +2636,9 @@ export async function listPerformanceSurveyNotifications(session: Session | null
     maxAttempts: item.maxAttempts,
     nextRetryAt: item.nextRetryAt,
     lastError: item.lastError,
+    readStatus: item.readStatus,
+    readAt: item.readAt,
+    readStatusCheckedAt: item.readStatusCheckedAt,
     sentAt: item.sentAt,
     completedAt: item.completedAt,
     createdAt: item.createdAt,
@@ -2444,7 +2686,8 @@ export async function runPerformanceSurveyNotificationMaintenance(session: Sessi
   ensureManager(ctx)
   const reminderIds = await queueDuePerformanceSurveyReminders()
   const recovered = await recoverDuePerformanceSurveyNotifications()
-  return { reminderCount: reminderIds.length, recovered }
+  const readStatusRefreshed = await refreshPerformanceSurveyNotificationReadStatuses()
+  return { reminderCount: reminderIds.length, recovered, readStatusRefreshed }
 }
 
 async function resolveSurveyTargets(body: any, surveyKind: string, currentEmployeeId?: string | null) {
diff --git a/prisma/migrations/20260710_add_performance_survey_month_and_notice_read_status/migration.sql b/prisma/migrations/20260710_add_performance_survey_month_and_notice_read_status/migration.sql
new file mode 100644
index 0000000..dd7f8e2
--- /dev/null
+++ b/prisma/migrations/20260710_add_performance_survey_month_and_notice_read_status/migration.sql
@@ -0,0 +1,40 @@
+ALTER TABLE "performance_surveys"
+  ADD COLUMN IF NOT EXISTS "assessment_month" VARCHAR(7);
+
+UPDATE "performance_surveys"
+SET "assessment_month" = TO_CHAR(
+  COALESCE("due_at", "created_at"),
+  'YYYY-MM'
+)
+WHERE "assessment_month" IS NULL;
+
+-- 早期月度调研把“考核月份”误写进了截止时间。仅清理月初零点且发布时已过期的记录。
+UPDATE "performance_surveys"
+SET "due_at" = NULL
+WHERE "template_code" IN (
+  'course_share',
+  'cross_department',
+  'work_cooperation',
+  'visual_brand_tone'
+)
+  AND "due_at" IS NOT NULL
+  AND EXTRACT(DAY FROM "due_at") = 1
+  AND "due_at"::time = TIME '00:00:00'
+  AND COALESCE("opened_at", "created_at") > "due_at";
+
+CREATE INDEX IF NOT EXISTS "performance_surveys_assessment_month_idx"
+  ON "performance_surveys" ("assessment_month");
+
+CREATE INDEX IF NOT EXISTS "performance_surveys_template_month_idx"
+  ON "performance_surveys" ("template_code", "assessment_month");
+
+CREATE INDEX IF NOT EXISTS "performance_survey_targets_employee_survey_idx"
+  ON "performance_survey_targets" ("employee_profile_id", "survey_id");
+
+ALTER TABLE "performance_survey_notifications"
+  ADD COLUMN IF NOT EXISTS "read_status" TEXT NOT NULL DEFAULT 'unknown',
+  ADD COLUMN IF NOT EXISTS "read_at" TIMESTAMP(3),
+  ADD COLUMN IF NOT EXISTS "read_status_checked_at" TIMESTAMP(3);
+
+CREATE INDEX IF NOT EXISTS "performance_survey_notifications_read_status_checked_at_idx"
+  ON "performance_survey_notifications" ("read_status", "read_status_checked_at");
diff --git a/prisma/schema.prisma b/prisma/schema.prisma
index 48e834a..ed160d8 100644
--- a/prisma/schema.prisma
+++ b/prisma/schema.prisma
@@ -574,6 +574,7 @@ model PerformanceSurvey {
   creatorName      String                          @map("creator_name")
   creatorEmployeeId String?                        @map("creator_employee_id")
   departmentName   String?                         @map("department_name")
+  assessmentMonth  String?                         @map("assessment_month")
   dueAt            DateTime?                       @map("due_at")
   openedAt         DateTime?                       @map("opened_at")
   closedAt         DateTime?                       @map("closed_at")
@@ -589,8 +590,10 @@ model PerformanceSurvey {
   @@index([status])
   @@index([surveyKind])
   @@index([templateCode])
+  @@index([templateCode, assessmentMonth], map: "performance_surveys_template_month_idx")
   @@index([creatorUserId])
   @@index([departmentName])
+  @@index([assessmentMonth])
   @@index([dueAt])
   @@map("performance_surveys")
 }
@@ -615,6 +618,7 @@ model PerformanceSurveyTarget {
   @@index([surveyId])
   @@index([targetType])
   @@index([employeeProfileId])
+  @@index([employeeProfileId, surveyId], map: "performance_survey_targets_employee_survey_idx")
   @@map("performance_survey_targets")
 }
 
@@ -757,6 +761,9 @@ model PerformanceSurveyNotification {
   lastResponseBody    String?                           @map("last_response_body")
   lastError           String?                           @map("last_error")
   providerMessageId   String?                           @map("provider_message_id")
+  readStatus         String                            @default("unknown") @map("read_status")
+  readAt             DateTime?                         @map("read_at")
+  readStatusCheckedAt DateTime?                        @map("read_status_checked_at")
   sentAt              DateTime?                         @map("sent_at")
   completedAt         DateTime?                         @map("completed_at")
   createdAt           DateTime                          @default(now()) @map("created_at")
@@ -774,6 +781,7 @@ model PerformanceSurveyNotification {
   @@index([recipientUserId])
   @@index([dingtalkUserId])
   @@index([status, nextRetryAt])
+  @@index([readStatus, readStatusCheckedAt], map: "performance_survey_notifications_read_status_checked_at_idx")
   @@index([createdAt])
   @@map("performance_survey_notifications")
 }