diff --git a/pom.xml b/pom.xml
index c6338e5..6f21cc4 100644
--- a/pom.xml
+++ b/pom.xml
@@ -282,7 +282,7 @@
 		<dependency>
 			<groupId>org.projectlombok</groupId>
 			<artifactId>lombok</artifactId>
-			<version>1.18.8</version>
+			<version>1.18.34</version>
 		</dependency>
 
 
@@ -300,7 +300,11 @@
 				<groupId>org.springframework.boot</groupId>
 				<artifactId>spring-boot-maven-plugin</artifactId>
 			</plugin>
-
+			<plugin>
+				<groupId>org.apache.maven.plugins</groupId>
+				<artifactId>maven-surefire-plugin</artifactId>
+				<!-- 不硬编码 skipTests：需要跳过测试时用命令行 mvn -DskipTests ... -->
+			</plugin>
 			<plugin>
 				<groupId>org.apache.maven.plugins</groupId>
 				<artifactId>maven-compiler-plugin</artifactId>
diff --git a/src/main/java/com/sa/zentao/controller/CommonsController.java b/src/main/java/com/sa/zentao/controller/CommonsController.java
index bc5c80c..388bafa 100644
--- a/src/main/java/com/sa/zentao/controller/CommonsController.java
+++ b/src/main/java/com/sa/zentao/controller/CommonsController.java
@@ -19,6 +19,7 @@ import org.apache.commons.lang3.StringUtils;
 import org.apache.poi.ss.usermodel.*;
 import org.springframework.beans.factory.annotation.Autowired;
 import org.springframework.beans.factory.annotation.Value;
+import org.springframework.transaction.annotation.Transactional;
 import org.springframework.web.bind.annotation.*;
 import org.springframework.web.multipart.MultipartFile;
 
@@ -106,6 +107,7 @@ public class CommonsController {
             f.setTitle(title);
             f.setSize(bytes.length);
             f.setPathname(baseUrl+"/zentao/img/"+fName);
+            f.setUrl("/zentao/img/"+fName); // url 存相对路径：经前端源/代理可达，避免绝对 baseUrl 在本地环境不可达（与 uploadBind 一致）
             f.setObjectid(file.getObjectId());
             fileService.save(f);
 
@@ -115,6 +117,77 @@ public class CommonsController {
         }
     }
 
+    /**
+     * 上传+绑定一步完成（AI 无表单场景）：写磁盘+插 zt_file（含 objectType/objectID/url），
+     * 并按 objectType 刷新主表访问链接字段（zt_story 7 url 列+code_review_status / zt_meeting.url）
+     * @param file 入参：file 文件、objectType 类型、objectId 主表id、title 可选、reviewResult 可选（aiCodeReview 用）
+     * @return zt_file 记录（含 id 与 url）
+     */
+    @PostMapping("/uploadBind")
+    @Transactional
+    public Result<ZtFile> uploadBind(UploadDTO file){
+        //上传必须登录（AI 通道带 ai token；UI 带用户 token），文件/动态创建人取 token 身份（CHG-061）
+        if (RiskUserThreadLocal.get() == null || StringUtils.isEmpty(RiskUserThreadLocal.get().getName())) {
+            return Result.fail("请登录（上传需携带有效token）");
+        }
+        if (file.getFile().isEmpty()) {
+            return Result.fail(Code.FAIL);
+        }
+        if (StringUtils.isEmpty(file.getObjectType()) || file.getObjectId() == null) {
+            return Result.fail("objectType/objectId不能为空");
+        }
+        // CHG-077：story 一律归一为 storyPrd（uploadBind 仅 AI 通道使用；UI 手动附件走两段式上传不进此接口）
+        file.normalizeObjectTypeForBind();
+
+        try {
+            // 获取文件名
+            String fName = file.getFile().getOriginalFilename();
+            String title=StringUtils.isEmpty(file.getTitle())?fName:file.getTitle();
+            fName=fName.substring(fName.lastIndexOf("."),fName.length());
+            String extension=fName.toString();
+            fName=  DateUtils.formatDate(new Date(),"yyyyMMddHHmmss")+UUID.randomUUID().toString().replaceAll("-","")+fName;
+            // 获取文件的字节
+            byte[] bytes = file.getFile().getBytes();
+            String p ="";
+            String os = System.getProperty("os.name");
+            if (os.toLowerCase().startsWith("win")) {  //如果是Windows系统
+                log.info("win");
+                os=windowsFilePath +"\\";
+            }else{ //linux和mac系统
+                log.info("linux");
+                os=linuxFilePath+"/";
+            }
+
+            String url = "/zentao/img/" + fName; // 相对路径：经前端源/代理可达，规避跨域（baseUrl 绝对地址浏览器未必可达）
+            // 先校验 objectType/objectId 并刷新主表字段，非法则抛异常整体回滚不落盘
+            fileService.refreshOwnerUrl(file.getObjectType(), file.getObjectId(), url, file.getReviewResult());
+
+            // 使用文件名在服务器端创建文件
+            java.nio.file.Path path = java.nio.file.Paths.get(os + fName);
+
+            // 写入文件到服务器的指定目录
+            java.nio.file.Files.write(path, bytes);
+            ZtFile f=new ZtFile();
+            f.setAddedby(RiskUserThreadLocal.get()==null?"ai":RiskUserThreadLocal.get().getName());
+            f.setAddeddate(new Date());
+            f.setDeleted("0");
+            f.setExtension(extension);
+            f.setTitle(title);
+            f.setSize(bytes.length);
+            f.setPathname(url);
+            f.setUrl(url);
+            f.setObjecttype(file.getObjectType());
+            f.setObjectid(file.getObjectId());
+            fileService.save(f);
+
+            return Result.success(f);
+        } catch (BusinessException e) {
+            throw e;
+        } catch (Exception e) {
+            throw new BusinessException("文件上传失败");
+        }
+    }
+
     @PostMapping("/copyFile")
     public Result copyFile(  UploadDTO file){
         String files = file.getFiles();
@@ -190,9 +263,11 @@ public class CommonsController {
 
         String substring = pathname.substring(pathname.lastIndexOf("/")+1, pathname.length());
         try {
-            File f = new File(linuxFilePath+"/"+substring);
-//            File f = new File("D:\\1.bmp");
-            InputStream fis = new BufferedInputStream(new FileInputStream(linuxFilePath+"/"+substring));
+            // 与上传保持一致的 OS 路径选择（原硬编码 linuxFilePath 导致 Windows 本地下载全部失败）
+            String osName = System.getProperty("os.name");
+            String basePath = osName.toLowerCase().startsWith("win") ? windowsFilePath : linuxFilePath;
+            File f = new File(basePath + File.separator + substring);
+            InputStream fis = new BufferedInputStream(new FileInputStream(f));
 //            InputStream fis = new BufferedInputStream(new FileInputStream("D:\\1.bmp"));
             byte[] buffer = new byte[fis.available()];
 
diff --git a/src/main/java/com/sa/zentao/controller/ZtCountController.java b/src/main/java/com/sa/zentao/controller/ZtCountController.java
index 7e14cf9..17a0ed4 100644
--- a/src/main/java/com/sa/zentao/controller/ZtCountController.java
+++ b/src/main/java/com/sa/zentao/controller/ZtCountController.java
@@ -4,18 +4,22 @@ import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
 import com.sa.zentao.dao.*;
 import com.sa.zentao.entity.ZtProject;
 import com.sa.zentao.qo.ZtCountQo;
+import com.sa.zentao.qo.ZtDocCheckQo;
 import com.sa.zentao.qo.ZtProjectQo;
+import com.sa.zentao.service.IZtDocCheckService;
 import com.sa.zentao.service.IZtProjectService;
 import com.sa.zentao.service.impl.IZtCountService;
 import com.sa.zentao.utils.DateUtils;
 import jakarta.servlet.ServletOutputStream;
 import jakarta.servlet.http.HttpServletResponse;
 import lombok.SneakyThrows;
+import org.apache.commons.lang3.StringUtils;
 import org.springframework.beans.factory.annotation.Autowired;
 import org.springframework.util.CollectionUtils;
 import org.springframework.web.bind.annotation.RequestBody;
 import org.springframework.web.bind.annotation.RequestMapping;
 import org.springframework.web.bind.annotation.RequestMethod;
+import org.springframework.web.bind.annotation.RequestParam;
 import org.springframework.web.bind.annotation.RestController;
 
 import java.math.BigDecimal;
@@ -35,6 +39,9 @@ public class ZtCountController {
     @Autowired
     private IZtProjectService projectService;
 
+    @Autowired
+    private IZtDocCheckService docCheckService;
+
 
     /**
      * 开发看到的
@@ -205,4 +212,48 @@ public class ZtCountController {
         return Result.success(countService.monthScopeByProgram(qo));
     }
 
+    //工作量指标完成率（FR-012 三期）：Σ(当月 workload 增量) ÷ (团队可用工作天数×5)，测试人员不计入产出方
+    @RequestMapping(value = "/workloadRate", method = RequestMethod.GET, produces = "application/json; charset=UTF-8")
+    public Result workloadRate(@RequestParam(required = false) String month, @RequestParam Integer projectId){
+        return Result.success(countService.workloadRate(month, projectId));
+    }
+
+    //手动触发文档齐备快照（FR-014 三期），月末 28 日 02:00 另有定时预生成
+    @RequestMapping(value = "/generateDocCheck", method = RequestMethod.POST, produces = "application/json; charset=UTF-8")
+    public Result generateDocCheck(@RequestBody ZtDocCheckQo qo){
+        String month = StringUtils.isEmpty(qo.getMonth()) ? DateUtils.formatDate(new Date(), "yyyy-MM") : qo.getMonth();
+        return Result.success(docCheckService.generateMonthSnapshot(month));
+    }
+
+    //文档齐备申诉（FR-014）：状态流 pending → appealing
+    @RequestMapping(value = "/docCheckAppeal", method = RequestMethod.POST, produces = "application/json; charset=UTF-8")
+    public Result docCheckAppeal(@RequestBody ZtDocCheckQo qo){
+        docCheckService.appeal(qo.getStoryId(), qo.getMonth(), qo.getDocType(), qo.getReason());
+        return Result.success();
+    }
+
+    //文档齐备申诉复核（FR-014）：appealing → resolved，复核通过回滚扣分
+    @RequestMapping(value = "/docCheckAppealResolve", method = RequestMethod.POST, produces = "application/json; charset=UTF-8")
+    public Result docCheckAppealResolve(@RequestBody ZtDocCheckQo qo){
+        docCheckService.resolveAppeal(qo.getStoryId(), qo.getMonth(), qo.getDocType(),
+                qo.getPass() != null && qo.getPass(), qo.getRemark());
+        return Result.success();
+    }
+
+    //文档齐备矩阵页数据（FR-014 三期）：按需求聚合五类判定/扣分/状态
+    @RequestMapping(value = "/docCheckMatrix", method = RequestMethod.GET, produces = "application/json; charset=UTF-8")
+    public Result docCheckMatrix(String month){
+        if (StringUtils.isEmpty(month)) {
+            month = DateUtils.formatDate(new Date(), "yyyy-MM");
+        }
+        return Result.success(docCheckService.listMatrix(month));
+    }
+
+    //月度确认（FR-014 三期）：项目经理确认后该月快照锁定
+    @RequestMapping(value = "/docCheckConfirm", method = RequestMethod.POST, produces = "application/json; charset=UTF-8")
+    public Result docCheckConfirm(@RequestBody ZtDocCheckQo qo){
+        docCheckService.confirmMonth(qo.getMonth());
+        return Result.success();
+    }
+
 }
diff --git a/src/main/java/com/sa/zentao/controller/ZtPerfController.java b/src/main/java/com/sa/zentao/controller/ZtPerfController.java
new file mode 100644
index 0000000..1846c1a
--- /dev/null
+++ b/src/main/java/com/sa/zentao/controller/ZtPerfController.java
@@ -0,0 +1,176 @@
+package com.sa.zentao.controller;
+
+import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
+import com.sa.zentao.conf.RiskUserThreadLocal;
+import com.sa.zentao.dao.BusinessException;
+import com.sa.zentao.dao.Result;
+import com.sa.zentao.entity.ZtPerfConfig;
+import com.sa.zentao.qo.ZtPerfQo;
+import com.sa.zentao.service.IZtPerfConfigService;
+import com.sa.zentao.service.IZtPerfReportService;
+import com.sa.zentao.service.perf.PerfMonthScope;
+import org.apache.commons.lang3.StringUtils;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.web.bind.annotation.RequestBody;
+import org.springframework.web.bind.annotation.RequestMapping;
+import org.springframework.web.bind.annotation.RequestMethod;
+import org.springframework.web.bind.annotation.RequestParam;
+import org.springframework.web.bind.annotation.RestController;
+
+import java.math.BigDecimal;
+import java.util.Date;
+import java.util.List;
+
+/**
+ * <p>
+ * 绩效报表（三期批2：报表引擎+接口） 前端控制器
+ * </p>
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+@RestController
+@RequestMapping("/zt-perf")
+public class ZtPerfController {
+
+    @Autowired
+    private IZtPerfReportService perfReportService;
+
+    @Autowired
+    private IZtPerfConfigService perfConfigService;
+
+    /**
+     * 按岗位 tab 报表数据（指标/权重/得分/数据来源/明细）
+     */
+    @RequestMapping(value = "/report", method = RequestMethod.GET, produces = "application/json; charset=UTF-8")
+    public Result<PerfMonthScope> report(@RequestParam String month, @RequestParam String role, @RequestParam(required = false) String account) {
+        return Result.success(perfReportService.report(month, role, account));
+    }
+
+    /**
+     * 批量生成/重算月度得分写 zt_month_score.scopeJson
+     */
+    @RequestMapping(value = "/generateMonthScore", method = RequestMethod.POST, produces = "application/json; charset=UTF-8")
+    public Result generateMonthScore(@RequestBody ZtPerfQo qo) {
+        perfReportService.generateMonthScore(qo.getMonth(), qo.getRole(), qo.getAccount());
+        return Result.success();
+    }
+
+    /**
+     * 人工评分合并写 scopeJson
+     */
+    @RequestMapping(value = "/manualScore", method = RequestMethod.POST, produces = "application/json; charset=UTF-8")
+    public Result manualScore(@RequestBody ZtPerfQo qo) {
+        perfReportService.manualScore(qo);
+        return Result.success();
+    }
+
+    /**
+     * 申诉登记（写 scopeJson.appeals）
+     */
+    @RequestMapping(value = "/appeal", method = RequestMethod.POST, produces = "application/json; charset=UTF-8")
+    public Result appeal(@RequestBody ZtPerfQo qo) {
+        perfReportService.appeal(qo);
+        return Result.success();
+    }
+
+    /**
+     * 申诉复核：upheld 维持 / overturned 撤销回滚
+     */
+    @RequestMapping(value = "/appealReview", method = RequestMethod.POST, produces = "application/json; charset=UTF-8")
+    public Result appealReview(@RequestBody ZtPerfQo qo) {
+        perfReportService.appealReview(qo);
+        return Result.success();
+    }
+
+    /**
+     * 绩效规则配置列表（可按岗位过滤）
+     */
+    @RequestMapping(value = "/config/list", method = RequestMethod.GET, produces = "application/json; charset=UTF-8")
+    public Result<List<ZtPerfConfig>> configList(@RequestParam(required = false) String role) {
+        QueryWrapper<ZtPerfConfig> wrapper = new QueryWrapper<>();
+        if (StringUtils.isNotBlank(role)) {
+            wrapper.eq("role", role);
+        }
+        wrapper.orderByAsc("role", "id");
+        return Result.success(perfConfigService.list(wrapper));
+    }
+
+    /**
+     * 新增配置（仅 admin）
+     */
+    @RequestMapping(value = "/config/add", method = RequestMethod.POST, produces = "application/json; charset=UTF-8")
+    public Result configAdd(@RequestBody ZtPerfQo qo) {
+        checkAdmin();
+        ZtPerfConfig config = buildConfig(qo, new ZtPerfConfig());
+        Date now = new Date();
+        String operator = RiskUserThreadLocal.get().getName();
+        config.setCreateTime(now);
+        config.setCreateUser(operator);
+        config.setUpdateTime(now);
+        config.setUpdateUser(operator);
+        perfConfigService.save(config);
+        return Result.success();
+    }
+
+    /**
+     * 修改配置（仅 admin）
+     */
+    @RequestMapping(value = "/config/updateById", method = RequestMethod.POST, produces = "application/json; charset=UTF-8")
+    public Result configUpdate(@RequestBody ZtPerfQo qo) {
+        checkAdmin();
+        if (StringUtils.isBlank(qo.getId())) {
+            throw new BusinessException("id 不能为空");
+        }
+        ZtPerfConfig config = perfConfigService.getById(Integer.valueOf(qo.getId()));
+        if (config == null) {
+            throw new BusinessException("配置不存在：" + qo.getId());
+        }
+        buildConfig(qo, config);
+        config.setUpdateTime(new Date());
+        config.setUpdateUser(RiskUserThreadLocal.get().getName());
+        perfConfigService.updateById(config);
+        return Result.success();
+    }
+
+    /**
+     * 删除配置（仅 admin）
+     */
+    @RequestMapping(value = "/config/delete", method = RequestMethod.POST, produces = "application/json; charset=UTF-8")
+    public Result configDelete(@RequestBody ZtPerfQo qo) {
+        checkAdmin();
+        if (StringUtils.isBlank(qo.getId())) {
+            throw new BusinessException("id 不能为空");
+        }
+        perfConfigService.removeById(Integer.valueOf(qo.getId()));
+        return Result.success();
+    }
+
+    private ZtPerfConfig buildConfig(ZtPerfQo qo, ZtPerfConfig config) {
+        if (StringUtils.isNotBlank(qo.getRole())) {
+            config.setRole(qo.getRole());
+        }
+        if (StringUtils.isNotBlank(qo.getItemKey())) {
+            config.setItemKey(qo.getItemKey());
+        }
+        if (StringUtils.isNotBlank(qo.getItemName())) {
+            config.setItemName(qo.getItemName());
+        }
+        if (qo.getWeight() != null) {
+            config.setWeight(BigDecimal.valueOf(qo.getWeight()));
+        }
+        if (StringUtils.isNotBlank(qo.getRuleJson())) {
+            config.setRuleJson(qo.getRuleJson());
+        }
+        if (qo.getEnabled() != null) {
+            config.setEnabled(qo.getEnabled());
+        }
+        return config;
+    }
+
+    private void checkAdmin() {
+        if (!"admin".equals(RiskUserThreadLocal.get().getName())) {
+            throw new BusinessException("仅管理员可维护绩效配置");
+        }
+    }
+}
diff --git a/src/main/java/com/sa/zentao/controller/ZtStoryExpandController.java b/src/main/java/com/sa/zentao/controller/ZtStoryExpandController.java
index dc788dc..6ba7636 100644
--- a/src/main/java/com/sa/zentao/controller/ZtStoryExpandController.java
+++ b/src/main/java/com/sa/zentao/controller/ZtStoryExpandController.java
@@ -3,6 +3,7 @@ package com.sa.zentao.controller;
 import com.sa.zentao.dao.Result;
 import com.sa.zentao.entity.ZtStoryExpand;
 import com.sa.zentao.service.IZtStoryExpandService;
+import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
 import org.springframework.beans.factory.annotation.Autowired;
 import org.springframework.web.bind.annotation.RequestBody;
 import org.springframework.web.bind.annotation.RequestMapping;
@@ -49,6 +50,20 @@ public class ZtStoryExpandController {
         return Result.success(list);
     }
 
+    /**
+     * 按需求 ID 单查（AI 指标区块用）
+     * @param storyId 需求 ID
+     * @return 需求扩展信息（无记录返回 data=null）
+     */
+    @RequestMapping(value = "/queryByStoryId", method = RequestMethod.GET, produces = "application/json; charset=UTF-8")
+    public Result<ZtStoryExpand> queryByStoryId(Integer storyId) {
+        if (storyId == null) {
+            return Result.fail("storyId不能为空");
+        }
+        return Result.success(ztStoryExpandService.getOne(
+                new QueryWrapper<ZtStoryExpand>().lambda().eq(ZtStoryExpand::getStoryId, storyId)));
+    }
+
     /**
      * 保存或更新（有数据了更新不新增）
      * @param entity 需求扩展信息
diff --git a/src/main/java/com/sa/zentao/controller/ZtTaskController.java b/src/main/java/com/sa/zentao/controller/ZtTaskController.java
index aa23144..4cdcd36 100644
--- a/src/main/java/com/sa/zentao/controller/ZtTaskController.java
+++ b/src/main/java/com/sa/zentao/controller/ZtTaskController.java
@@ -100,6 +100,16 @@ public class ZtTaskController {
         return Result.success();
     }
 
+    /**
+     * AI 批量创建任务：storyId 不存在或 type 非 devel/test 整批拒绝；重复跳过记 skipped
+     * @param dto 报文 {"storyId":N,"tasks":[{"name","type","assignedTo","aiEvaluationTime","planStartDate","deadline"}]}
+     * @return {"code":0,"data":{"created":N,"taskIds":[...],"skipped":[...]}}
+     */
+    @RequestMapping(value = "/aiBatchAdd", method = RequestMethod.POST, produces = "application/json; charset=UTF-8")
+    public Result aiBatchAdd(@RequestBody ZtTaskAiBatchDTO dto){
+        return Result.success(ztTaskService.aiBatchAdd(dto));
+    }
+
     @RequestMapping(value = "/approval", method = RequestMethod.POST, produces = "application/json; charset=UTF-8")
     public Result approval(@RequestBody ZtTaskDTO dto){
         ztTaskService.approval(dto);
diff --git a/src/main/java/com/sa/zentao/controller/ZtUserController.java b/src/main/java/com/sa/zentao/controller/ZtUserController.java
index dfcc160..f297afc 100644
--- a/src/main/java/com/sa/zentao/controller/ZtUserController.java
+++ b/src/main/java/com/sa/zentao/controller/ZtUserController.java
@@ -139,6 +139,8 @@ public class ZtUserController {
                     .eq(ZtUser::getAccount,RiskUserThreadLocal.get().getName()));
         }
         eq.eq(dto.getUserType()!=null,ZtUser::getUserType,dto.getUserType());
+        //CHG-073：userList 剔除 password 列——MD5 哈希不得下发前端（按属性名匹配，实体列名带反引号）
+        eq.select(ZtUser.class, fieldInfo -> !"password".equals(fieldInfo.getProperty()));
         return Result.success(userService.list(eq));
     }
 
diff --git a/src/main/java/com/sa/zentao/dao/PerformanceDTO.java b/src/main/java/com/sa/zentao/dao/PerformanceDTO.java
index 13411e5..573eb51 100644
--- a/src/main/java/com/sa/zentao/dao/PerformanceDTO.java
+++ b/src/main/java/com/sa/zentao/dao/PerformanceDTO.java
@@ -182,4 +182,31 @@ public class PerformanceDTO implements Serializable {
     private BigDecimal productPlanStoryNum;
     //本阶段准时发布研发数量
     private BigDecimal productPlanStoryOnTimeNum;
+
+    /** ===== CHG-037 新 Excel 角色改造新增字段（score×weight 加权得分） ===== */
+    //需求PRD工作量指标完成率得分（项目经理20/产品经理40/产品助理50）
+    private BigDecimal workloadPrdScore;
+    //团队工作量指标完成率得分（项目经理30/产品经理20）
+    private BigDecimal workloadTeamScore;
+    //运维大项任务及时完成得分（20）
+    private BigDecimal opsMajorTaskScore;
+    //系统运维监控得分（15）
+    private BigDecimal opsMonitorScore;
+    //职场巡检得分（10）
+    private BigDecimal opsInspectScore;
+    //数据库备份得分（10）
+    private BigDecimal opsBackupScore;
+    //其他运维工作得分（15，人工）
+    private BigDecimal otherOpsScore;
+    //开发方向（CHG-038，KFZ 弹窗分流用）：frontend=前端 / backend=后端
+    private String devDirection;
+    //CHG-041 指标过程值明细（itemKey → "分子/分母/率"），弹窗「绩效数据」列展示
+    private java.util.Map<String, String> perfRawDetail;
+    /** ===== CHG-044 达标工时全链路（弹窗「绩效数据」列展示分子分母） ===== */
+    //团队总工作天数（人·天，=工作天数×KFZ 人数 − 团队请假折算天数）
+    private BigDecimal teamWorkDays;
+    //团队请假折算天数（团队请假小时 ÷8）
+    private BigDecimal teamLeaveDays;
+    //团队达标总工时（=团队总工作天数 ×5）
+    private BigDecimal teamTargetTime;
 }
diff --git a/src/main/java/com/sa/zentao/dao/UploadDTO.java b/src/main/java/com/sa/zentao/dao/UploadDTO.java
index 4cf659b..ddf8bc6 100644
--- a/src/main/java/com/sa/zentao/dao/UploadDTO.java
+++ b/src/main/java/com/sa/zentao/dao/UploadDTO.java
@@ -26,6 +26,20 @@ public class UploadDTO implements Serializable {
 
     private Integer objectId;
 
+    //代码审查结果 pass/reject（objectType=aiCodeReview 时可选传入）
+    private String reviewResult;
+
     private List<Integer> testIds;
 
+    /**
+     * uploadBind 入口归一化（CHG-077）：story 一律按 storyPrd 处理。
+     * uploadBind 仅 AI 通道使用（UI 手动附件走两段式上传不进此接口），
+     * 归一后文件进详情页「需求文档」区块并刷新 prd_url，不再落通用附件区。
+     */
+    public void normalizeObjectTypeForBind() {
+        if ("story".equals(this.objectType)) {
+            this.objectType = "storyPrd";
+        }
+    }
+
 }
diff --git a/src/main/java/com/sa/zentao/dao/ZtStoryDTO.java b/src/main/java/com/sa/zentao/dao/ZtStoryDTO.java
index 527c55f..c7e57a0 100644
--- a/src/main/java/com/sa/zentao/dao/ZtStoryDTO.java
+++ b/src/main/java/com/sa/zentao/dao/ZtStoryDTO.java
@@ -378,4 +378,22 @@ public class ZtStoryDTO implements Serializable {
      */
     @ExcelIgnore
     private String deliverContent;
+
+    // ===== AI 文档链接与审查状态（对应 zt_story 新列，详见 dev_plan v4.0 §3.1）=====
+    /** PRD 文档访问链接 */
+    private String prdUrl;
+    /** 代码审查报告访问链接 */
+    private String codeReviewUrl;
+    /** 工作日志访问链接 */
+    private String workLogUrl;
+    /** 测试用例访问链接 */
+    private String testCaseUrl;
+    /** 测试报告模版下载访问链接 */
+    private String testReportDownloadUrl;
+    /** 测试报告提交访问链接 */
+    private String testReportSubmitUrl;
+    /** 其他测试文档访问链接 */
+    private String testOtherUrl;
+    /** 审查状态 pass/reject */
+    private String codeReviewStatus;
 }
diff --git a/src/main/java/com/sa/zentao/dao/ZtStoryUserDTO.java b/src/main/java/com/sa/zentao/dao/ZtStoryUserDTO.java
index 715f30c..96e3aaf 100644
--- a/src/main/java/com/sa/zentao/dao/ZtStoryUserDTO.java
+++ b/src/main/java/com/sa/zentao/dao/ZtStoryUserDTO.java
@@ -57,41 +57,46 @@ public class ZtStoryUserDTO implements Serializable {
     private String storyList;
     @ExcelIgnore
     private Set<ZtProject> execList;
-    @ExcelProperty(value = "状态",index =5)
+    /**
+     * 迭代版本（CHG-078）：execList 中迭代名称去重排序逗号拼接，仅供导出/列表展示
+     */
+    @ExcelProperty(value = "迭代版本", index = 5)
+    private String execNames;
+    @ExcelProperty(value = "状态",index =6)
     private String status;
 
-    @ExcelProperty(value = "来源",index =6)
+    @ExcelProperty(value = "来源",index =7)
     private String source;
 
-    @ExcelProperty(value = "期望完成时间",index =7)
+    @ExcelProperty(value = "期望完成时间",index =8)
     private Date planEndDate;
     /**
      * 验收人
      */
     @ExcelIgnore
     private String ysUser;
-    @ExcelProperty(value = "验收人",index =8)
+    @ExcelProperty(value = "验收人",index =9)
     private String ysUserName;
-    @ExcelProperty(value = "评审人",index =9)
+    @ExcelProperty(value = "评审人",index =10)
     private String reviewedbyName;
 
-    @ExcelProperty(value = "创建日期",index =10)
+    @ExcelProperty(value = "创建日期",index =11)
     private Date openeddate;
 
-    @ExcelProperty(value = "更新日期",index =11)
+    @ExcelProperty(value = "更新日期",index =12)
     private Date lastediteddate;
 
     @ExcelIgnore
     private String closedby;
-    @ExcelProperty(value = "由谁关闭",index =12)
+    @ExcelProperty(value = "由谁关闭",index =13)
     private String closedbyName;
     @ExcelIgnore
     private Date closeddate;
 
-    @ExcelProperty(value = "关闭原因",index =13)
+    @ExcelProperty(value = "关闭原因",index =14)
     private String closedreason;
 
-    @ExcelProperty(value = "需求链接",index =14)
+    @ExcelProperty(value = "需求链接",index =15)
     private WriteCellData<String> url;
     @ExcelIgnore
     private String vision;
diff --git a/src/main/java/com/sa/zentao/dao/ZtTaskAiBatchDTO.java b/src/main/java/com/sa/zentao/dao/ZtTaskAiBatchDTO.java
new file mode 100644
index 0000000..4ff5f37
--- /dev/null
+++ b/src/main/java/com/sa/zentao/dao/ZtTaskAiBatchDTO.java
@@ -0,0 +1,39 @@
+package com.sa.zentao.dao;
+
+import lombok.Data;
+import lombok.EqualsAndHashCode;
+
+import java.io.Serializable;
+import java.util.List;
+
+/**
+ * AI 批量创建任务报文（POST /zt-task/aiBatchAdd）
+ * {"storyId":N,"tasks":[{"name","type","assignedTo","aiEvaluationTime","planStartDate","deadline"}]}
+ */
+@Data
+@EqualsAndHashCode(callSuper = false)
+public class ZtTaskAiBatchDTO implements Serializable {
+
+    private Integer storyId;
+
+    private List<AiTaskItem> tasks;
+
+    @Data
+    @EqualsAndHashCode(callSuper = false)
+    public static class AiTaskItem implements Serializable {
+
+        private String name;
+        //devel 开发 / test 测试 / design 设计（CHG-081 放行）/ affair 事务（CHG-082 放行）
+        private String type;
+
+        private String assignedTo;
+        //任务描述，可选，写入 zt_task.desc
+        private String desc;
+        //AI评估工时，写入 zt_task.estimate
+        private Float aiEvaluationTime;
+        //预计开始，格式 yyyy-MM-dd，写入 zt_task.estStarted
+        private String planStartDate;
+        //预计完成，格式 yyyy-MM-dd，写入 zt_task.deadline
+        private String deadline;
+    }
+}
diff --git a/src/main/java/com/sa/zentao/dao/ZtUserDTO.java b/src/main/java/com/sa/zentao/dao/ZtUserDTO.java
index 6382ae9..4f8ad3d 100644
--- a/src/main/java/com/sa/zentao/dao/ZtUserDTO.java
+++ b/src/main/java/com/sa/zentao/dao/ZtUserDTO.java
@@ -128,6 +128,9 @@ public class ZtUserDTO implements Serializable {
 
     private UserType userType;
 
+    //开发方向（CHG-038，仅 KFZ）：frontend=前端 / backend=后端
+    private String devDirection;
+
     private String userTypeValue;
 
     private String roleTypeValue;
diff --git a/src/main/java/com/sa/zentao/entity/ZtDocCheck.java b/src/main/java/com/sa/zentao/entity/ZtDocCheck.java
new file mode 100644
index 0000000..2a30c47
--- /dev/null
+++ b/src/main/java/com/sa/zentao/entity/ZtDocCheck.java
@@ -0,0 +1,114 @@
+package com.sa.zentao.entity;
+
+import com.baomidou.mybatisplus.annotation.IdType;
+import com.baomidou.mybatisplus.annotation.TableId;
+import lombok.Data;
+import lombok.EqualsAndHashCode;
+
+import java.io.Serializable;
+import java.util.Date;
+
+/**
+ * <p>
+ * 大型需求文档齐备核查快照表（FR-014 三期）
+ * 一行 = 某大型需求某月某类文档的核查结果；
+ * 状态流 pending（待确认）→ appealing（申诉中）→ resolved（复核完结，appealResult=pass 时回滚扣分）
+ * </p>
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+@Data
+@EqualsAndHashCode(callSuper = false)
+public class ZtDocCheck implements Serializable {
+
+    private static final long serialVersionUID = 1L;
+
+    /**
+     * 状态-待确认
+     */
+    public static final String STATUS_PENDING = "pending";
+    /**
+     * 状态-申诉中
+     */
+    public static final String STATUS_APPEALING = "appealing";
+    /**
+     * 状态-复核完结
+     */
+    public static final String STATUS_RESOLVED = "resolved";
+    /**
+     * 复核结果-通过（回滚扣分）
+     */
+    public static final String APPEAL_PASS = "pass";
+    /**
+     * 复核结果-驳回
+     */
+    public static final String APPEAL_REJECT = "reject";
+
+    @TableId(value = "id", type = IdType.AUTO)
+    private Integer id;
+
+    /**
+     * 研发需求ID（zt_story.id，大型需求=workload_index>20）
+     */
+    private Integer storyId;
+
+    /**
+     * 考核月份 yyyy-MM
+     */
+    private String month;
+
+    /**
+     * 文档类型 testCase/testReport/aiCodeReview/aiWorkLog/docUpdate
+     */
+    private String docType;
+
+    /**
+     * 是否齐备 1有 0缺失
+     */
+    private Integer present;
+
+    /**
+     * 判定明细（命中记录说明）
+     */
+    private String detail;
+
+    /**
+     * 状态 pending/appealing/resolved
+     */
+    private String status;
+
+    /**
+     * 申诉理由
+     */
+    private String appealReason;
+
+    /**
+     * 复核结果 pass/reject（pass 回滚扣分）
+     */
+    private String appealResult;
+
+    /**
+     * 复核备注
+     */
+    private String resolveRemark;
+
+    /**
+     * 核查时间
+     */
+    private Date checkTime;
+
+    private Date createTime;
+
+    private Date updateTime;
+
+
+    /**
+     * 是否计入缺失扣分（缺失 且 非复核通过）
+     */
+    public boolean countsAsMissing() {
+        return (this.present == null || this.present == 0)
+                && !(STATUS_RESOLVED.equals(this.status) && APPEAL_PASS.equals(this.appealResult));
+    }
+
+}
diff --git a/src/main/java/com/sa/zentao/entity/ZtFile.java b/src/main/java/com/sa/zentao/entity/ZtFile.java
index 5ec43a4..17b7b3c 100644
--- a/src/main/java/com/sa/zentao/entity/ZtFile.java
+++ b/src/main/java/com/sa/zentao/entity/ZtFile.java
@@ -29,6 +29,9 @@ public class ZtFile implements Serializable {
 
     private String pathname;
 
+    //附件访问链接
+    private String url;
+
     //文件名
     private String title;
     //后缀
diff --git a/src/main/java/com/sa/zentao/entity/ZtMeeting.java b/src/main/java/com/sa/zentao/entity/ZtMeeting.java
index b2e9045..7f18e99 100644
--- a/src/main/java/com/sa/zentao/entity/ZtMeeting.java
+++ b/src/main/java/com/sa/zentao/entity/ZtMeeting.java
@@ -73,4 +73,9 @@ public class ZtMeeting implements Serializable {
     private String result;
     private String meetingAfter;
 
+    /**
+     * 会议纪要MD访问链接（最新一份）
+     */
+    private String url;
+
 }
diff --git a/src/main/java/com/sa/zentao/entity/ZtPerfConfig.java b/src/main/java/com/sa/zentao/entity/ZtPerfConfig.java
new file mode 100644
index 0000000..63ae16c
--- /dev/null
+++ b/src/main/java/com/sa/zentao/entity/ZtPerfConfig.java
@@ -0,0 +1,69 @@
+package com.sa.zentao.entity;
+
+import com.baomidou.mybatisplus.annotation.IdType;
+import com.baomidou.mybatisplus.annotation.TableId;
+import lombok.Data;
+import lombok.EqualsAndHashCode;
+
+import java.io.Serializable;
+import java.math.BigDecimal;
+import java.util.Date;
+
+/**
+ * <p>
+ * 绩效指标规则配置表（三期，prd §7.5 九岗位算分模型）
+ * 一行 = 某岗位某指标项；rule_json 存规则参数（type: linear/threshold/manual）
+ * </p>
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+@Data
+@EqualsAndHashCode(callSuper = false)
+public class ZtPerfConfig implements Serializable {
+
+    private static final long serialVersionUID = 1L;
+
+    @TableId(value = "id", type = IdType.AUTO)
+    private Integer id;
+
+    /**
+     * 岗位编码（projectManager/productManager/backendDev/tester/uiEngineer/opsEngineer 等）
+     */
+    private String role;
+
+    /**
+     * 指标编码（与 PerfIndicatorCalculator.key() 对应）
+     */
+    private String itemKey;
+
+    /**
+     * 指标名称
+     */
+    private String itemName;
+
+    /**
+     * 权重（0~1，加分项为0）
+     */
+    private BigDecimal weight;
+
+    /**
+     * 规则参数JSON（type=linear/threshold/manual）
+     */
+    private String ruleJson;
+
+    /**
+     * 是否启用（加分项可配开关）
+     */
+    private Integer enabled;
+
+    private String createUser;
+
+    private Date createTime;
+
+    private String updateUser;
+
+    private Date updateTime;
+
+
+}
diff --git a/src/main/java/com/sa/zentao/entity/ZtStory.java b/src/main/java/com/sa/zentao/entity/ZtStory.java
index effffcf..87d99e3 100644
--- a/src/main/java/com/sa/zentao/entity/ZtStory.java
+++ b/src/main/java/com/sa/zentao/entity/ZtStory.java
@@ -240,4 +240,49 @@ public class ZtStory implements Serializable {
      * 测试人员
      */
     private String testUser;
+    /**
+     * PRD文档访问链接
+     */
+    @TableField("prd_url")
+    private String prdUrl;
+    /**
+     * 代码审查报告访问链接
+     */
+    @TableField("code_review_url")
+    private String codeReviewUrl;
+    /**
+     * 工作日志访问链接
+     */
+    @TableField("work_log_url")
+    private String workLogUrl;
+    /**
+     * AI项目文档更新记录访问链接（CHG-046）
+     */
+    @TableField("ai_doc_update_url")
+    private String aiDocUpdateUrl;
+    /**
+     * 测试用例访问链接
+     */
+    @TableField("test_case_url")
+    private String testCaseUrl;
+    /**
+     * 测试报告模版下载访问链接
+     */
+    @TableField("test_report_download_url")
+    private String testReportDownloadUrl;
+    /**
+     * 测试报告提交访问链接
+     */
+    @TableField("test_report_submit_url")
+    private String testReportSubmitUrl;
+    /**
+     * 其他测试文档访问链接
+     */
+    @TableField("test_other_url")
+    private String testOtherUrl;
+    /**
+     * 审查状态 pass/reject
+     */
+    @TableField("code_review_status")
+    private String codeReviewStatus;
 }
diff --git a/src/main/java/com/sa/zentao/entity/ZtStoryExpand.java b/src/main/java/com/sa/zentao/entity/ZtStoryExpand.java
index a10da64..fb242af 100644
--- a/src/main/java/com/sa/zentao/entity/ZtStoryExpand.java
+++ b/src/main/java/com/sa/zentao/entity/ZtStoryExpand.java
@@ -48,6 +48,11 @@ public class ZtStoryExpand implements Serializable {
      */
     private String aiEfficiencyCoefficient;
 
+    /**
+     * AI参与率（只存不算，口径待定）
+     */
+    private String aiParticipationRate;
+
     /**
      * 评估工时
      */
@@ -115,4 +120,10 @@ public class ZtStoryExpand implements Serializable {
      */
     private String testPerson;
 
+    /**
+     * AI框架验收指标（Given/When/Then，MD 文本；框架经 saveOrUpdate 上传，
+     * 与老验收标准 zt_storyspec.verify 互不干扰——CHG-022）
+     */
+    private String acceptanceCriteria;
+
 }
diff --git a/src/main/java/com/sa/zentao/entity/ZtUser.java b/src/main/java/com/sa/zentao/entity/ZtUser.java
index 417949b..ae5ea8e 100644
--- a/src/main/java/com/sa/zentao/entity/ZtUser.java
+++ b/src/main/java/com/sa/zentao/entity/ZtUser.java
@@ -126,6 +126,9 @@ public class ZtUser implements Serializable {
 
     private UserType userType;
 
+    //开发方向（CHG-038，仅 user_type=KFZ 有效）：frontend=前端 / backend=后端，NULL 按后端口径
+    private String devDirection;
+
     private String productIds;
 
     @TableField(exist = false)
diff --git a/src/main/java/com/sa/zentao/enums/FileTypes.java b/src/main/java/com/sa/zentao/enums/FileTypes.java
index 673eb30..53a3674 100644
--- a/src/main/java/com/sa/zentao/enums/FileTypes.java
+++ b/src/main/java/com/sa/zentao/enums/FileTypes.java
@@ -13,6 +13,14 @@ public enum FileTypes {
     feedbackStory("feedbackStory", "问题反馈"),
     ywTask("ywTask", "运维任务"),
     meeting("meeting", "会议"),
+    aiCodeReview("aiCodeReview", "代码审查报告"),
+    aiWorkLog("aiWorkLog", "工作日志"),
+    aiDocUpdate("aiDocUpdate", "AI项目文档更新记录"),
+    storyPrd("storyPrd", "需求文档"),
+    testCase("testCase", "测试用例"),
+    testReport("testReport", "测试报告模版"),
+    testReportSubmit("testReportSubmit", "测试报告提交"),
+    testOther("testOther", "其他测试文档"),
     ;
 
     @EnumValue
diff --git a/src/main/java/com/sa/zentao/mapper/ZtDocCheckMapper.java b/src/main/java/com/sa/zentao/mapper/ZtDocCheckMapper.java
new file mode 100644
index 0000000..87c61f0
--- /dev/null
+++ b/src/main/java/com/sa/zentao/mapper/ZtDocCheckMapper.java
@@ -0,0 +1,16 @@
+package com.sa.zentao.mapper;
+
+import com.baomidou.mybatisplus.core.mapper.BaseMapper;
+import com.sa.zentao.entity.ZtDocCheck;
+
+/**
+ * <p>
+ *  Mapper 接口
+ * </p>
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+public interface ZtDocCheckMapper extends BaseMapper<ZtDocCheck> {
+
+}
diff --git a/src/main/java/com/sa/zentao/mapper/ZtPerfConfigMapper.java b/src/main/java/com/sa/zentao/mapper/ZtPerfConfigMapper.java
new file mode 100644
index 0000000..5cf822c
--- /dev/null
+++ b/src/main/java/com/sa/zentao/mapper/ZtPerfConfigMapper.java
@@ -0,0 +1,16 @@
+package com.sa.zentao.mapper;
+
+import com.baomidou.mybatisplus.core.mapper.BaseMapper;
+import com.sa.zentao.entity.ZtPerfConfig;
+
+/**
+ * <p>
+ *  Mapper 接口
+ * </p>
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+public interface ZtPerfConfigMapper extends BaseMapper<ZtPerfConfig> {
+
+}
diff --git a/src/main/java/com/sa/zentao/mapper/ZtTaskMapper.java b/src/main/java/com/sa/zentao/mapper/ZtTaskMapper.java
index 9c033aa..11988f8 100644
--- a/src/main/java/com/sa/zentao/mapper/ZtTaskMapper.java
+++ b/src/main/java/com/sa/zentao/mapper/ZtTaskMapper.java
@@ -28,6 +28,12 @@ public interface ZtTaskMapper extends BaseMapper<ZtTask> {
 
     List<ItApproval> itApprovalByUserName(@Param("name") String name, @Param("startDate") Date firstDayOfMonth, @Param("endDate") Date lastDayOfMonth);
 
+    /**
+     * 按姓名批量查询请假审批（条件与 itApprovalByUserName 完全一致，仅 name 改为 IN 批量；
+     * 供 storyBarChart 月度循环批量化使用，老方法保留不动）
+     */
+    List<ItApproval> itApprovalsByNames(@Param("names") List<String> names, @Param("startDate") Date firstDayOfMonth, @Param("endDate") Date lastDayOfMonth);
+
     List<ZtTask> taskListByIds(@Param("ids") List<String> ids);
 
     List<ZtTask> taskListByStoryIds(@Param("ids") List<Integer> sIds);
diff --git a/src/main/java/com/sa/zentao/qo/ZtDocCheckQo.java b/src/main/java/com/sa/zentao/qo/ZtDocCheckQo.java
new file mode 100644
index 0000000..e04b58e
--- /dev/null
+++ b/src/main/java/com/sa/zentao/qo/ZtDocCheckQo.java
@@ -0,0 +1,52 @@
+package com.sa.zentao.qo;
+
+import lombok.Data;
+import lombok.EqualsAndHashCode;
+
+import java.io.Serializable;
+
+/**
+ * <p>
+ * 文档齐备核查入参（FR-014 三期）：generateDocCheck 用 month；
+ * docCheckAppeal 用 storyId/month/docType/reason；docCheckAppealResolve 另加 pass/remark
+ * </p>
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+@Data
+@EqualsAndHashCode(callSuper = false)
+public class ZtDocCheckQo implements Serializable {
+
+    private static final long serialVersionUID = 1L;
+
+    /**
+     * 月份 yyyy-MM
+     */
+    private String month;
+
+    /**
+     * 需求ID
+     */
+    private Integer storyId;
+
+    /**
+     * 文档类型 testCase/testReport/aiCodeReview/aiWorkLog/docUpdate
+     */
+    private String docType;
+
+    /**
+     * 申诉理由
+     */
+    private String reason;
+
+    /**
+     * 复核是否通过
+     */
+    private Boolean pass;
+
+    /**
+     * 复核备注
+     */
+    private String remark;
+}
diff --git a/src/main/java/com/sa/zentao/qo/ZtPerfQo.java b/src/main/java/com/sa/zentao/qo/ZtPerfQo.java
new file mode 100644
index 0000000..ffdf6da
--- /dev/null
+++ b/src/main/java/com/sa/zentao/qo/ZtPerfQo.java
@@ -0,0 +1,66 @@
+package com.sa.zentao.qo;
+
+import lombok.Data;
+
+import java.io.Serializable;
+
+/**
+ * 绩效报表/评分/申诉/配置 请求参数（三期批2 /zt-perf）
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+@Data
+public class ZtPerfQo implements Serializable {
+
+    private static final long serialVersionUID = 1L;
+
+    /**
+     * 配置维护时为 zt_perf_config.id；申诉复核时为申诉 id（account@month#序号）
+     */
+    private String id;
+
+    /**
+     * 月份 yyyy-MM
+     */
+    private String month;
+
+    /**
+     * 岗位
+     */
+    private String role;
+
+    private String account;
+
+    private String itemKey;
+
+    /**
+     * 人工评分分值 0~100
+     */
+    private Double score;
+
+    private String remark;
+
+    /**
+     * 申诉原因
+     */
+    private String reason;
+
+    /**
+     * 复核结果：upheld 维持 / overturned 撤销
+     */
+    private String result;
+
+    private String reviewer;
+
+    /**
+     * 配置项字段（/zt-perf/config 维护用）
+     */
+    private String itemName;
+
+    private Double weight;
+
+    private String ruleJson;
+
+    private Integer enabled;
+}
diff --git a/src/main/java/com/sa/zentao/service/IZtDocCheckService.java b/src/main/java/com/sa/zentao/service/IZtDocCheckService.java
new file mode 100644
index 0000000..9f705e4
--- /dev/null
+++ b/src/main/java/com/sa/zentao/service/IZtDocCheckService.java
@@ -0,0 +1,60 @@
+package com.sa.zentao.service;
+
+import com.baomidou.mybatisplus.extension.service.IService;
+import com.sa.zentao.entity.ZtDocCheck;
+
+import java.util.List;
+import java.util.Map;
+
+/**
+ * <p>
+ *  大型需求文档齐备核查 服务类（FR-014 三期）
+ * </p>
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+public interface IZtDocCheckService extends IService<ZtDocCheck> {
+
+    /**
+     * 生成某月文档齐备快照：大型需求（workload_index>20 且当月有完成度变化）× 五类文档，
+     * 结果写 zt_doc_check，并按 缺失数×2 合并写 zt_month_score.scopeJson 的 docCheck 节点
+     * @param month 考核月份 yyyy-MM
+     * @return 摘要 {month, storyCount, checkRows, deductByAccount}
+     */
+    Map<String, Object> generateMonthSnapshot(String month);
+
+    /**
+     * 申诉：缺失项状态 pending → appealing
+     * @param storyId 需求ID
+     * @param month 月份 yyyy-MM
+     * @param docType 文档类型
+     * @param reason 申诉理由
+     */
+    void appeal(Integer storyId, String month, String docType, String reason);
+
+    /**
+     * 复核：appealing → resolved；pass 时回滚该账号当月 docCheck 扣分
+     * @param storyId 需求ID
+     * @param month 月份 yyyy-MM
+     * @param docType 文档类型
+     * @param pass 复核是否通过
+     * @param remark 复核备注
+     */
+    void resolveAppeal(Integer storyId, String month, String docType, boolean pass, String remark);
+
+    /**
+     * 某月的全部核查记录（供绩效 calculator 取数）
+     */
+    List<ZtDocCheck> listMonthRows(String month);
+
+    /**
+     * 文档齐备矩阵页数据（按需求聚合：docs 五类判定/扣分/状态/申诉状态）
+     */
+    List<Map<String, Object>> listMatrix(String month);
+
+    /**
+     * 月度确认：该月快照全部标记 CONFIRMED（项目经理确认后锁定）
+     */
+    void confirmMonth(String month);
+}
diff --git a/src/main/java/com/sa/zentao/service/IZtFileService.java b/src/main/java/com/sa/zentao/service/IZtFileService.java
index ba49ddb..956a5a2 100644
--- a/src/main/java/com/sa/zentao/service/IZtFileService.java
+++ b/src/main/java/com/sa/zentao/service/IZtFileService.java
@@ -16,4 +16,16 @@ public interface IZtFileService extends IService<ZtFile> {
 
 
     void updateFile(String fileIds, Integer objectId, FileTypes type);
+
+    /**
+     * uploadBind 绑定后按 objectType 刷新主表访问链接字段
+     * story→zt_story.prd_url；aiCodeReview→code_review_url+code_review_status；
+     * aiWorkLog→work_log_url；testCase→test_case_url；testReport→test_report_download_url；
+     * testReportSubmit→test_report_submit_url；testOther→test_other_url；meeting→zt_meeting.url
+     * @param objectType   附件类型（FileTypes.code）
+     * @param objectId     主表记录 id（zt_story.id / zt_meeting.id）
+     * @param url          附件访问链接
+     * @param reviewResult 审查结果 pass/reject，仅 objectType=aiCodeReview 时可选
+     */
+    void refreshOwnerUrl(String objectType, Integer objectId, String url, String reviewResult);
 }
diff --git a/src/main/java/com/sa/zentao/service/IZtPerfConfigService.java b/src/main/java/com/sa/zentao/service/IZtPerfConfigService.java
new file mode 100644
index 0000000..906b53d
--- /dev/null
+++ b/src/main/java/com/sa/zentao/service/IZtPerfConfigService.java
@@ -0,0 +1,30 @@
+package com.sa.zentao.service;
+
+import com.baomidou.mybatisplus.extension.service.IService;
+import com.sa.zentao.entity.ZtPerfConfig;
+
+/**
+ * <p>
+ *  绩效指标规则配置 服务类（三期）
+ * </p>
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+public interface IZtPerfConfigService extends IService<ZtPerfConfig> {
+
+    /**
+     * 取岗位某指标的启用配置；role 为空或无匹配时回退到该指标任意一条启用配置
+     * @param role 岗位编码（可为空）
+     * @param itemKey 指标编码
+     * @return 配置，无则 null
+     */
+    ZtPerfConfig getEnabledConfig(String role, String itemKey);
+
+    /**
+     * 按账号解析岗位编码（依据 zt_user.userType；前后端无法区分时默认 backendDev）
+     * @param account 账号
+     * @return 岗位编码，无法识别返回 null
+     */
+    String resolveRole(String account);
+}
diff --git a/src/main/java/com/sa/zentao/service/IZtPerfReportService.java b/src/main/java/com/sa/zentao/service/IZtPerfReportService.java
new file mode 100644
index 0000000..f511eb4
--- /dev/null
+++ b/src/main/java/com/sa/zentao/service/IZtPerfReportService.java
@@ -0,0 +1,40 @@
+package com.sa.zentao.service;
+
+import com.sa.zentao.qo.ZtPerfQo;
+import com.sa.zentao.service.perf.PerfMonthScope;
+
+/**
+ * <p>
+ *  绩效报表（三期批2：报表引擎+接口） 服务类
+ * </p>
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+public interface IZtPerfReportService {
+
+    /**
+     * 按岗位 tab 报表：已落库读 zt_month_score.scopeJson，未落库实时计算（不写库）
+     */
+    PerfMonthScope report(String month, String role, String account);
+
+    /**
+     * 批量生成/重算月度得分写 zt_month_score.scopeJson；重算保留已有人工评分与申诉记录
+     */
+    void generateMonthScore(String month, String role, String account);
+
+    /**
+     * 人工评分合并写 scopeJson（PRD §7.5 ❌ 项录入入口）
+     */
+    void manualScore(ZtPerfQo qo);
+
+    /**
+     * 申诉登记：写 scopeJson.appeals（id 规则 account@month#序号）
+     */
+    void appeal(ZtPerfQo qo);
+
+    /**
+     * 申诉复核：upheld 维持原判；overturned 撤销扣分回滚该项为满分并重算总分
+     */
+    void appealReview(ZtPerfQo qo);
+}
diff --git a/src/main/java/com/sa/zentao/service/IZtTaskService.java b/src/main/java/com/sa/zentao/service/IZtTaskService.java
index 23e62bc..21c29ef 100644
--- a/src/main/java/com/sa/zentao/service/IZtTaskService.java
+++ b/src/main/java/com/sa/zentao/service/IZtTaskService.java
@@ -2,6 +2,7 @@ package com.sa.zentao.service;
 
 import com.github.pagehelper.PageInfo;
 import com.sa.zentao.dao.ItApproval;
+import com.sa.zentao.dao.ZtTaskAiBatchDTO;
 import com.sa.zentao.dao.ZtTaskDTO;
 import com.sa.zentao.entity.ZtTask;
 import com.baomidou.mybatisplus.extension.service.IService;
@@ -9,6 +10,7 @@ import com.sa.zentao.qo.ZtProjectQo;
 
 import java.util.Date;
 import java.util.List;
+import java.util.Map;
 
 /**
  * <p>
@@ -38,6 +40,14 @@ public interface IZtTaskService extends IService<ZtTask> {
 
     void batchAddTask(ZtTaskDTO dto);
 
+    /**
+     * AI 批量创建任务（事务）：storyId 不存在或 type 非 devel/test 整批拒绝；
+     * 同 storyId+name+type 已存在跳过记 skipped；创建 zt_task（status=wait、创建人=ai、estimate=aiEvaluationTime）
+     * @param dto 报文 {"storyId":N,"tasks":[...]}
+     * @return {"created":N,"taskIds":[...],"skipped":[...]}
+     */
+    Map<String, Object> aiBatchAdd(ZtTaskAiBatchDTO dto);
+
     void approval(ZtTaskDTO dto);
 
     PageInfo<ZtTaskDTO> myTaskPageList(ZtProjectQo qo);
@@ -56,6 +66,12 @@ public interface IZtTaskService extends IService<ZtTask> {
 
     List<ItApproval> itApprovalByUserName(String s, Date firstDayOfMonth, Date lastDayOfMonth);
 
+    /**
+     * 按姓名批量查询请假审批（条件与 itApprovalByUserName 一致，name 改 IN；
+     * 供 storyBarChart 月度循环批量化，老方法保留不动）
+     */
+    List<ItApproval> itApprovalsByNames(List<String> names, Date firstDayOfMonth, Date lastDayOfMonth);
+
     /**
      *
      * @param firstDayOfMonth  开始
diff --git a/src/main/java/com/sa/zentao/service/impl/IZtCountService.java b/src/main/java/com/sa/zentao/service/impl/IZtCountService.java
index 72847ad..24c9b55 100644
--- a/src/main/java/com/sa/zentao/service/impl/IZtCountService.java
+++ b/src/main/java/com/sa/zentao/service/impl/IZtCountService.java
@@ -25,9 +25,11 @@ import com.sa.zentao.qo.ZtCountQo;
 import com.sa.zentao.qo.ZtProjectQo;
 import com.sa.zentao.qo.ZtUserQo;
 import com.sa.zentao.service.*;
+import com.sa.zentao.service.perf.FixedTeamMonthTime;
 import com.sa.zentao.utils.BigDecimalUtils;
 import com.sa.zentao.utils.DateUtils;
 import com.sa.zentao.utils.ExcelUtil;
+import com.sa.zentao.utils.PerfScoreRules;
 import com.sa.zentao.utils.SFunctionColums;
 import com.tencentcloudapi.ses.v20201002.models.EmailSender;
 import jakarta.servlet.ServletOutputStream;
@@ -513,6 +515,114 @@ public class IZtCountService {
     @Autowired
     private IZtUserService userService;
 
+    @Autowired
+    private IZtPerfReportService perfReportService;
+
+    /**
+     * CHG-037 从新绩效引擎（zt_perf_config 规则）取某岗位某指标的加权得分（score×weight）。
+     * 指标无数据/人工项（score=null）或未启用时返回 defaultValue（人工项传满分默认值）。
+     */
+    private BigDecimal perfItemScore(com.sa.zentao.service.perf.PerfMonthScope scope, String itemKey, BigDecimal defaultValue) {
+        if (scope == null || scope.getItems() == null) {
+            return defaultValue;
+        }
+        for (com.sa.zentao.service.perf.PerfMonthScope.Item item : scope.getItems()) {
+            if (itemKey.equals(item.getItemKey()) && item.getScore() != null) {
+                double w = item.getWeight() == null ? 0D : item.getWeight();
+                BigDecimal v = BigDecimal.valueOf(item.getScore() * w).setScale(2, BigDecimal.ROUND_HALF_UP);
+                return new BigDecimal(v.stripTrailingZeros().toPlainString());
+            }
+        }
+        return defaultValue;
+    }
+
+    /**
+     * CHG-071 月度快照解析兼容三种格式（exportScope 用）：
+     * ①引擎 PerfMonthScope（items[]+role）：新算 DTO 为底（含全部统计字段与新口径自动分），人工项（IT 经理手改）以快照为准覆盖；
+     * ②老 DTO 平铺格式（含 account）：直接反序列化（人工分本就在内），统计字段缺失从新算回填；
+     * ③docCheck 专项等其他格式：与绩效考核行无关，直接用新算 DTO。
+     */
+    private PerformanceDTO resolveScoreDto(String scopeJson, PerformanceDTO fresh) {
+        if (StringUtils.isBlank(scopeJson) || fresh == null) {
+            return fresh;
+        }
+        com.alibaba.fastjson.JSONObject obj;
+        try {
+            obj = JSON.parseObject(scopeJson);
+        } catch (Exception e) {
+            return fresh;
+        }
+        if (obj.containsKey("items") && obj.containsKey("role")) {
+            overlayManualScores(fresh, obj.toJavaObject(com.sa.zentao.service.perf.PerfMonthScope.class));
+            return fresh;
+        }
+        if (obj.containsKey("account")) {
+            PerformanceDTO snap = obj.toJavaObject(PerformanceDTO.class);
+            backfillStats(snap, fresh);
+            return snap;
+        }
+        return fresh;
+    }
+
+    /** 老 DTO 快照缺统计字段时从新算回填（导出 Excel 模板强依赖这些字段，缺则 NPE） */
+    private void backfillStats(PerformanceDTO target, PerformanceDTO fresh) {
+        if (target.getTotalTask() == null) target.setTotalTask(fresh.getTotalTask());
+        if (target.getDelayTask() == null) target.setDelayTask(fresh.getDelayTask());
+        if (target.getFinishPunctuality() == null) target.setFinishPunctuality(fresh.getFinishPunctuality());
+        if (target.getWorkTime() == null) target.setWorkTime(fresh.getWorkTime());
+        if (target.getSaturation() == null) target.setSaturation(fresh.getSaturation());
+        if (target.getExamineTime() == null) target.setExamineTime(fresh.getExamineTime());
+        if (target.getAllocationTime() == null) target.setAllocationTime(fresh.getAllocationTime());
+        if (target.getBugCount() == null) target.setBugCount(fresh.getBugCount());
+        if (target.getBugDensity() == null) target.setBugDensity(fresh.getBugDensity());
+        if (target.getDays() == null) target.setDays(fresh.getDays());
+        if (target.getApprovalDays() == null) target.setApprovalDays(fresh.getApprovalDays());
+        if (target.getTotalTime() == null) target.setTotalTime(fresh.getTotalTime());
+    }
+
+    /** 引擎格式快照：source=manual 的得分项（IT 经理手改的分）按 score×weight 覆盖到 DTO 对应字段 */
+    private void overlayManualScores(PerformanceDTO dto, com.sa.zentao.service.perf.PerfMonthScope scope) {
+        if (scope == null || scope.getItems() == null) {
+            return;
+        }
+        for (com.sa.zentao.service.perf.PerfMonthScope.Item item : scope.getItems()) {
+            if (!"manual".equals(item.getSource()) || item.getScore() == null) {
+                continue;
+            }
+            double w = item.getWeight() == null ? 0D : item.getWeight();
+            java.math.BigDecimal v = new java.math.BigDecimal(
+                    java.math.BigDecimal.valueOf(item.getScore() * w).stripTrailingZeros().toPlainString());
+            switch (item.getItemKey() == null ? "" : item.getItemKey()) {
+                case "systemStability": dto.setSystemStabilityScore(v); break;
+                case "skillImprovement": dto.setProfessionalSkillEnhancementScore(v); break;
+                case "problemManagement": dto.setDevelopFeedbackStory(v); break;
+                case "otherOps": dto.setOtherOpsScore(v); break;
+                case "workAttitude": dto.setWorkAttitude(v); break;
+                case "problemResponse": dto.setProductProblemResponse(v); break;
+                case "responsibility": dto.setProductResponsibilityScore(v); break;
+                case "acceptOnTime": dto.setReleaseScore(v); break;
+                case "designQuality": dto.setDesignScore(v); break;
+                default: break;
+            }
+        }
+    }
+
+    /**
+     * CHG-041 把 scope 各指标的过程值明细（分子/分母/率）拷入 DTO，弹窗「绩效数据」列展示
+     */
+    private void fillRawDetail(PerformanceDTO dto, com.sa.zentao.service.perf.PerfMonthScope scope) {
+        if (scope == null || scope.getItems() == null) {
+            return;
+        }
+        java.util.Map<String, String> map = new java.util.HashMap<>();
+        for (com.sa.zentao.service.perf.PerfMonthScope.Item item : scope.getItems()) {
+            if (item.getRawDetail() != null) {
+                map.put(item.getItemKey(), item.getRawDetail());
+            }
+        }
+        dto.setPerfRawDetail(map);
+    }
+
     @Autowired
     private IZtTeamService teamService;
 
@@ -548,10 +658,10 @@ public class IZtCountService {
                 PerformanceDTO performanceDTO = perList.get(i);
                 ZtUser ztUser = userMap.get(performanceDTO.getAccount());
                 ZtMonthScore ztMonthScore = this.monthScoreService.getOne(new QueryWrapper<ZtMonthScore>().lambda().eq(ZtMonthScore::getDateStr, sDate).eq(ZtMonthScore::getAccount, performanceDTO.getAccount()));
-                if(ztMonthScore==null){
-                    continue;
+                //CHG-075：无快照人员不再跳过——用新算 DTO（自动分+人工满分默认）导出；有快照走三格式兼容解析
+                if(ztMonthScore!=null){
+                    performanceDTO=resolveScoreDto(ztMonthScore.getScopeJson(),performanceDTO);
                 }
-                performanceDTO=JSON.parseObject(ztMonthScore.getScopeJson(),PerformanceDTO.class);
                 if (ztUser.getAccount().equals("weidongxia")) {
                     generatorCPJLExcel(qo, performanceDTO.getUserName(), performanceDTO, qo.getDate(), perList);
                     list.add(performanceDTO.getUserName() + "产品经理考核.xlsx");
@@ -580,6 +690,9 @@ public class IZtCountService {
                 }else if (ztUser.getUserType() == UserType.CPJL ) {
                     generatorCPJLExcel(qo, performanceDTO.getUserName(), performanceDTO, qo.getDate(), perList);
                     list.add(performanceDTO.getUserName() + "产品经理考核.xlsx");
+                }else if (ztUser.getUserType() == UserType.YW) {
+                    generatorYwExcel(performanceDTO.getUserName(), performanceDTO, qo.getDate());
+                    list.add(performanceDTO.getUserName() + "运维.xlsx");
                 }
             }
             String dir = System.getProperty("user.dir") + "/";
@@ -628,8 +741,12 @@ public class IZtCountService {
             response.getOutputStream().close();
             response.flushBuffer();
 
+        } catch (BusinessException e) {
+            //CHG-075：业务异常交全局异常处理器回 JSON（前端提示原因），不再静默吞成空 200
+            throw e;
         } catch (Exception e) {
-            log.error("", e);
+            log.error("exportScope 导出异常", e);
+            throw new BusinessException("导出失败");
         }
 
     }
@@ -750,9 +867,9 @@ public class IZtCountService {
             } else if ("liushengqing".equals(u.getAccount())) {
                 result.add(buildUiScore(u, approvalList, firstDayOfMonth, lastDayOfMonth, taskList, d));
             } else if (u.getUserType() == UserType.KFZ) {
-                result.add(buildKFZScore(u, approvalList, firstDayOfMonth, lastDayOfMonth, taskList, d));
+                result.add(buildKFZScore(u, approvalList, firstDayOfMonth, lastDayOfMonth, taskList, d, accountIds));
             } else if (u.getUserType() == UserType.CS) {
-                result.add(buildCScore(userMap,pids,u, approvalList, firstDayOfMonth, lastDayOfMonth, taskList, d,releaseBugs.stream().filter(o->u.getAccount().equals(o.getBindUser())).collect(Collectors.toList()), cswcStoryList.stream().filter(o->u.getAccount().equals(o.getAssignedTo())).collect(Collectors.toList())));
+                result.add(buildCScore(userMap,pids,u, approvalList, firstDayOfMonth, lastDayOfMonth, taskList, d,releaseBugs.stream().filter(o->u.getAccount().equals(o.getBindUser())).collect(Collectors.toList()), testStoriesOf(u, cswcStoryList, pids, firstDayOfMonth, lastDayOfMonth)));
             } else if (u.getUserType() == UserType.UI) {
                 result.add(buildUiScore(u, approvalList, firstDayOfMonth, lastDayOfMonth, taskList, d));
             } else if (u.getUserType() == UserType.XMJL || u.getUserType() == UserType.XMGLY || u.getUserType() == UserType.GSGC) {
@@ -830,9 +947,9 @@ public class IZtCountService {
             } else if ("liushengqing".equals(u.getAccount())) {
                 result.add(buildUiScore(u, approvalList, firstDayOfMonth, lastDayOfMonth, taskList, d));
             } else if (u.getUserType() == UserType.KFZ) {
-                result.add(buildKFZScore(u, approvalList, firstDayOfMonth, lastDayOfMonth, taskList, d));
+                result.add(buildKFZScore(u, approvalList, firstDayOfMonth, lastDayOfMonth, taskList, d, accountIds));
             } else if (u.getUserType() == UserType.CS) {
-                result.add(buildCScore(userMap,pids,u, approvalList, firstDayOfMonth, lastDayOfMonth, taskList, d,releaseBugs.stream().filter(o->u.getAccount().equals(o.getBindUser())).collect(Collectors.toList()), cswcStoryList.stream().filter(o->u.getAccount().equals(o.getAssignedTo())).collect(Collectors.toList())));
+                result.add(buildCScore(userMap,pids,u, approvalList, firstDayOfMonth, lastDayOfMonth, taskList, d,releaseBugs.stream().filter(o->u.getAccount().equals(o.getBindUser())).collect(Collectors.toList()), testStoriesOf(u, cswcStoryList, pids, firstDayOfMonth, lastDayOfMonth)));
             } else if (u.getUserType() == UserType.UI) {
                 result.add(buildUiScore(u, approvalList, firstDayOfMonth, lastDayOfMonth, taskList, d));
             } else if (u.getUserType() == UserType.XMJL || u.getUserType() == UserType.XMGLY || u.getUserType() == UserType.GSGC) {
@@ -845,6 +962,10 @@ public class IZtCountService {
     }
     //新的
     PerformanceDTO buildKFZScore(ZtUser u, List<ItApproval> approvalList, Date firstDayOfMonth, Date lastDayOfMonth, List<ZtTask> taskList, Date d) {
+        return buildKFZScore(u, approvalList, firstDayOfMonth, lastDayOfMonth, taskList, d, null);
+    }
+
+    PerformanceDTO buildKFZScore(ZtUser u, List<ItApproval> approvalList, Date firstDayOfMonth, Date lastDayOfMonth, List<ZtTask> taskList, Date d, List<String> accountIds) {
 
         PerformanceDTO dto = new PerformanceDTO();
         dto.setUserName(u.getNickname());
@@ -853,6 +974,12 @@ public class IZtCountService {
 
         dto = setUserWorkTime(dto, d, approvalList, firstDayOfMonth);
 
+        //团队口径月度达标工时（选中产品集在窗执行的 KFZ 成员；accountIds 为空时退回个人 0.75 口径）
+        //中间量（团队请假/团队总工作天数/团队达标总工时/人均达标工时）随 dto 透出供页面展示
+        if (!CollectionUtils.isEmpty(accountIds)) {
+            fillTeamExamine(dto, accountIds, firstDayOfMonth, lastDayOfMonth, d);
+        }
+
 
         //产出工时 算task
         List<ZtTask> taskTimeList = this.taskService.getNormalTaskList(taskList.stream().filter(o -> u.getAccount().equals(o.getAssignedTo())).collect(Collectors.toList()));
@@ -868,8 +995,8 @@ public class IZtCountService {
 
         dto.setWorkTime(floatBatchAdd(taskTimeList.stream().map(o -> o.getConsumed()).collect(Collectors.toList())));
 
-        //工作饱和度
-        dto.setSaturation(BigDecimalUtils.isZero(dto.getExamineTime()) ? BigDecimal.ZERO : dto.getAllocationTime().divide(dto.getExamineTime(), 2, BigDecimal.ROUND_UP));
+        //工作饱和度（达标率=实际产出工时 consumed ÷ 月度达标工时）
+        dto.setSaturation(BigDecimalUtils.isZero(dto.getExamineTime()) ? BigDecimal.ZERO : dto.getWorkTime().divide(dto.getExamineTime(), 2, BigDecimal.ROUND_HALF_UP));
 
 
         //完成准时率  TODO   延期 / 总完成
@@ -880,12 +1007,10 @@ public class IZtCountService {
         //准时完成率
         BigDecimal onTimeFinishRate = BigDecimalUtils.isZero(finishAllTime) ? finishAllTime : onTime.divide(finishAllTime, 2, BigDecimal.ROUND_UP);
         dto.setFinishPunctuality(onTimeFinishRate);
-        /**准时率得分
-         * 1. =100%，得满分；
-         * 2. <100%，每减少1%，扣3分，扣完截止。
+        /**准时率得分（CHG-036 新 Excel 规则：=100%得25；95~100每减1%扣1分；≤94每减1%扣2分）
          */
         dto.setPunctualityScore(
-                getKFZPunctualityScore(onTimeFinishRate) );
+                PerfScoreRules.punctualityScore(onTimeFinishRate) );
 
 
         //bug得分
@@ -895,35 +1020,30 @@ public class IZtCountService {
         int bugSize = bugList.size();
         BigDecimal bugDensity = BigDecimalUtils.isZero(finishAllTime) ? finishAllTime : BigDecimal.valueOf(bugSize).divide(finishAllTime, 2, BigDecimal.ROUND_HALF_UP);
         dto.setBugDensity(bugDensity);
-        BigDecimal bugScore = BigDecimal.valueOf(30);
-        bugScore = BigDecimalUtils.isZero(finishAllTime) ? BigDecimal.ZERO : bugSize < 1 ? bugScore :
-                BigDecimal.valueOf(bugSize).divide(finishAllTime, 2, BigDecimal.ROUND_HALF_UP).multiply(BigDecimal.valueOf(100)).intValue() <= 15 ? bugScore :
-                        BigDecimal.valueOf(bugSize).divide(finishAllTime, 2, BigDecimal.ROUND_HALF_UP).multiply(BigDecimal.valueOf(100)).intValue() > 25 ? BigDecimal.ZERO :
-                                bugScore.subtract(BigDecimal.valueOf(bugSize).divide(finishAllTime, 2, BigDecimal.ROUND_HALF_UP).multiply(BigDecimal.valueOf(100)).subtract(BigDecimal.valueOf(15)).multiply(BigDecimal.valueOf(3)));
+        //Bug密度得分（CHG-036 新 Excel 规则：≤15%得30；>15%每增1%扣3分，扣完截止，无截断归零）
+        BigDecimal bugScore = BigDecimalUtils.isZero(finishAllTime) ? BigDecimal.ZERO
+                : PerfScoreRules.bugDensityScore(bugDensity.multiply(BigDecimal.valueOf(100)));
         dto.setBugCount(BigDecimal.valueOf(bugList.size()));
         dto.setBugScore(bugScore);
-        dto.setWorkAttitude(BigDecimal.valueOf(5));
-        dto.setDocumentQualityScore(BigDecimal.valueOf(15));
-        dto.setCodeQualityScore(BigDecimal.valueOf(5));
+        //CHG-038 前端/后端工程师分流：前端表 饱和度满分30、无文档质量项、代码质量 flat 每问题扣3（人工项仍满分默认）
+        boolean frontendDev = "frontend".equals(u.getDevDirection());
+        dto.setDevDirection(u.getDevDirection());
+        //CHG-036 新 Excel 满分：不规范行为 5、代码质量 10、文档质量 10（人工评审项，默认满分；前端表无文档质量项→置空不计分）
+        dto.setWorkAttitude(PerfScoreRules.FULL_WORK_ATTITUDE);
+        if (!frontendDev) {
+            dto.setDocumentQualityScore(PerfScoreRules.FULL_DOCUMENT_QUALITY);
+        }
+        dto.setCodeQualityScore(PerfScoreRules.FULL_CODE_QUALITY);
         //工作质量    1. 全月Bug总数<6个
         //2. 当月绩效考核成绩95分以上
         //工作质量1. 全月Bug总数<6个
 
-        //饱和率 分数   每天6小时   需求总工时    20分  一个扣2分
-        if (BigDecimalUtils.isZero(dto.getExamineTime()) || BigDecimalUtils.isZero(dto.getAllocationTime())) {
+        //饱和度得分（CHG-036 新 Excel 规则：=100%满分；<100%每减1%扣2分，扣完截止；CHG-038 前端满分30/后端满分20）
+        if (BigDecimalUtils.isZero(dto.getExamineTime()) || BigDecimalUtils.isZero(dto.getWorkTime())) {
             dto.setSaturationScore(BigDecimal.ZERO);
         } else {
-            BigDecimal saturation = dto.getSaturation();
-            int saturationInt = saturation.multiply(BigDecimal.valueOf(100)).intValue();
-            BigDecimal saturationScore = BigDecimal.ZERO;
-            if (saturationInt >= 100) {
-                saturationScore = BigDecimal.valueOf(20);
-            } else if (saturationInt > 90) {
-                saturationScore = BigDecimal.valueOf(20 - (100 - saturationInt) * 2);
-            } else {
-
-            }
-            dto.setSaturationScore(saturationScore);
+            dto.setSaturationScore(PerfScoreRules.saturationScore(dto.getSaturation(),
+                    frontendDev ? PerfScoreRules.FULL_SATURATION_FRONT : PerfScoreRules.FULL_SATURATION));
         }
 
         return dto;
@@ -967,6 +1087,140 @@ public class IZtCountService {
         return dto;
     }
 
+    // 团队月度达标总工时写死配置见 FixedTeamMonthTime.MAP（产品名 → 团队月达标总工时，如 飞侠车服=525）
+
+    /**
+     * 团队口径月度达标工时（选中产品集在窗执行的 KFZ 成员）：
+     * = (工作天数×团队人数 − 团队请假小时÷8)×5 ÷ 团队人数；请假全团队平摊，每人相同。
+     * 工作天数含法定节假日/调休（DateUtils.getWorkDaysInCurrentMonth）。
+     * 同时把中间量（团队请假折算天数/团队总工作天数/团队达标总工时）写入 DTO 供页面展示。
+     * 团队所属产品写死月达标总工时的（如飞侠车服=525），基数用写死值÷5折算成人天，请假照扣。
+     *
+     * @param accountIds 选中产品集在窗执行的团队成员账号
+     * @param firstDay   当月首日
+     * @param lastDay    当月末日
+     * @param d          月份
+     */
+    public BigDecimal teamExamineTime(List<String> accountIds, Date firstDay, Date lastDay, Date d) {
+        return fillTeamExamine(null, accountIds, firstDay, lastDay, d);
+    }
+
+    /**
+     * 团队成员所属产品写死的团队月达标总工时合计（如 飞侠车服=525），没有配置返回 null。
+     * 口径：团队成员本月在窗执行 → zt_executionproject → zt_projectproduct → 产品名命中配置的累加。
+     */
+    private BigDecimal fixedTeamMonthTime(List<String> accountIds, Date firstDay, Date lastDay) {
+        if (CollectionUtils.isEmpty(accountIds) || FixedTeamMonthTime.MAP.isEmpty()) {
+            return null;
+        }
+        List<ZtTeam> teams = this.teamService.list(new QueryWrapper<ZtTeam>().lambda()
+                .eq(ZtTeam::getType, "execution")
+                .in(ZtTeam::getAccount, accountIds));
+        if (CollectionUtils.isEmpty(teams)) {
+            return null;
+        }
+        List<ZtProject> executions = this.projectService.listByIds(teams.stream().map(ZtTeam::getRoot).distinct().collect(Collectors.toList()));
+        executions = executions.stream().filter(o -> o.getBegin() != null && o.getEnd() != null && (
+                (o.getBegin().getTime() >= firstDay.getTime() && o.getBegin().getTime() <= lastDay.getTime())
+                        || (o.getEnd().getTime() >= firstDay.getTime() && o.getEnd().getTime() <= lastDay.getTime())
+        )).collect(Collectors.toList());
+        if (CollectionUtils.isEmpty(executions)) {
+            return null;
+        }
+        List<ZtExecutionproject> executionprojects = this.executionprojectService.list(new QueryWrapper<ZtExecutionproject>().lambda()
+                .in(ZtExecutionproject::getExecution, executions.stream().map(ZtProject::getId).collect(Collectors.toList())));
+        if (CollectionUtils.isEmpty(executionprojects)) {
+            return null;
+        }
+        List<ZtProjectproduct> projectproducts = this.projectproductService.list(new QueryWrapper<ZtProjectproduct>().lambda()
+                .in(ZtProjectproduct::getProject, executionprojects.stream().map(ZtExecutionproject::getProject).distinct().collect(Collectors.toList())));
+        if (CollectionUtils.isEmpty(projectproducts)) {
+            return null;
+        }
+        List<ZtProduct> products = this.productService.listByIds(projectproducts.stream().map(ZtProjectproduct::getProduct).distinct().collect(Collectors.toList()));
+        BigDecimal total = BigDecimal.ZERO;
+        for (ZtProduct p : products) {
+            BigDecimal fixed = FixedTeamMonthTime.MAP.get(p.getName());
+            if (fixed != null) {
+                total = total.add(fixed);
+            }
+        }
+        return total.compareTo(BigDecimal.ZERO) > 0 ? total : null;
+    }
+
+    /**
+     * 计算团队口径月度达标工时，并在 dto 非空时把中间量一并写入（页面「绩效数据」列展示）。
+     */
+    private BigDecimal fillTeamExamine(PerformanceDTO dto, List<String> accountIds, Date firstDay, Date lastDay, Date d) {
+        if (CollectionUtils.isEmpty(accountIds)) {
+            return BigDecimal.ZERO;
+        }
+        List<ZtUser> devs = userService.list(new QueryWrapper<ZtUser>().lambda()
+                .in(ZtUser::getAccount, accountIds)
+                .eq(ZtUser::getUserType, UserType.KFZ)
+                .ne(ZtUser::getDeleted, "1"));
+        int devCount = devs == null ? 0 : devs.size();
+        if (devCount == 0) {
+            if (dto != null) {
+                dto.setExamineTime(BigDecimal.ZERO);
+            }
+            return BigDecimal.ZERO;
+        }
+        BigDecimal teamLeaveHours = BigDecimal.ZERO;
+        for (ZtUser dev : devs) {
+            List<ItApproval> approvals = this.taskService.itApprovalByUserName(dev.getNickname(), firstDay, lastDay);
+            BigDecimal hours = getApprovalTime(approvals, d);
+            if (hours != null) {
+                teamLeaveHours = teamLeaveHours.add(hours);
+            }
+        }
+        int workDays = DateUtils.getWorkDaysInCurrentMonth(d);
+        // 团队总工作天数 = 工作天数×人数 − 团队请假折算天数(请假小时÷8)；写死产品（如飞侠车服）基数用写死总工时÷5折算
+        BigDecimal teamLeaveDays = teamLeaveHours.divide(BigDecimal.valueOf(8), 2, BigDecimal.ROUND_HALF_UP);
+        BigDecimal teamDays;
+        BigDecimal fixedTeamTime = fixedTeamMonthTime(accountIds, firstDay, lastDay);
+        if (fixedTeamTime != null) {
+            teamDays = fixedTeamTime.divide(BigDecimal.valueOf(5), 2, BigDecimal.ROUND_HALF_UP).subtract(teamLeaveDays);
+        } else {
+            teamDays = BigDecimal.valueOf((long) workDays * devCount).subtract(teamLeaveDays);
+        }
+        BigDecimal teamTargetTime = teamDays.multiply(BigDecimal.valueOf(5));
+        BigDecimal perCapita = teamTargetTime.divide(BigDecimal.valueOf(devCount), 2, BigDecimal.ROUND_HALF_UP);
+        if (dto != null) {
+            dto.setTeamLeaveDays(teamLeaveDays);
+            dto.setTeamWorkDays(teamDays);
+            dto.setTeamTargetTime(teamTargetTime);
+            dto.setExamineTime(perCapita);
+        }
+        return perCapita;
+    }
+
+    /**
+     * CHG-054 测试需求范围修正：assignedTo ∪ zt_story_expand.test_person 指定（该列存中文姓名，多人逗号分隔）。
+     * 原仅 assignedTo，漏掉"指定该测试但指派给开发"的需求（孙颖 3 vs 24）。
+     *
+     * @param u            测试账号（匹配昵称）
+     * @param assignedPool assignedTo 预取的需求池（产品+月份已过滤）
+     */
+    private List<ZtStory> testStoriesOf(ZtUser u, List<ZtStory> assignedPool, List<Integer> pids, Date firstDay, Date lastDay) {
+        List<ZtStory> result = assignedPool == null ? new ArrayList<>()
+                : assignedPool.stream().filter(o -> u.getAccount().equals(o.getAssignedTo())).collect(Collectors.toList());
+        Set<Integer> exists = result.stream().map(ZtStory::getId).collect(Collectors.toSet());
+        List<ZtStoryExpand> expands = this.storyExpandService.list(new QueryWrapper<ZtStoryExpand>().lambda()
+                .like(ZtStoryExpand::getTestPerson, u.getNickname()));
+        List<Integer> ids = expands.stream().map(ZtStoryExpand::getStoryId).filter(o -> !exists.contains(o)).collect(Collectors.toList());
+        if (!ids.isEmpty()) {
+            result.addAll(this.storyService.list(new QueryWrapper<ZtStory>().lambda()
+                    .in(ZtStory::getId, ids)
+                    .in(ZtStory::getProduct, pids)
+                    .ge(ZtStory::getReleaseddate, firstDay).le(ZtStory::getReleaseddate, lastDay)));
+        }
+        return result;
+    }
+
+    @Autowired
+    private com.sa.zentao.service.IZtStoryExpandService storyExpandService;
+
     PerformanceDTO buildCScore( Map<String, ZtUser> userMap,List<Integer> pids,ZtUser u, List<ItApproval> approvalList, Date firstDayOfMonth, Date lastDayOfMonth, List<ZtTask> taskList, Date d,List<ZtBug> releaseBugs,List<ZtStory> testedStory) {
 
         PerformanceDTO dto = new PerformanceDTO();
@@ -1022,14 +1276,32 @@ public class IZtCountService {
         dto.setSeriousBug(BigDecimal.valueOf(seriousCount));
         dto.setSlightBug(BigDecimal.valueOf(slightCount));
         dto.setBugScore(BigDecimal.valueOf(bugScore));
-        dto.setDocumentQualityScore(BigDecimal.valueOf(25));
+        //CHG-057 测试文档齐备改实时字段判定（用户拍板）：范围=test_person∪assignedTo 本月发布的需求（testedStory），
+        //判定=test_case_url/test_report_submit_url 非空（提交件，AI 模版 testReportDownload 不计）；
+        //每缺一份扣 3 分（25 分项直接扣，扣完截止）；本月无需求→满分 25
+        int docMissing = 0;
+        if (!CollectionUtils.isEmpty(testedStory)) {
+            for (ZtStory s : testedStory) {
+                if (StringUtils.isEmpty(s.getTestCaseUrl())) {
+                    docMissing++;
+                }
+                if (StringUtils.isEmpty(s.getTestReportSubmitUrl())) {
+                    docMissing++;
+                }
+            }
+        }
+        dto.setDocumentQualityProblem(BigDecimal.valueOf(docMissing));
+        dto.setDocumentQualityScore(BigDecimal.valueOf(Math.max(25 - docMissing * 3, 0)));
         dto.setWorkAttitude(BigDecimal.valueOf(5));
         return dto;
     }
 
     private PerformanceDTO  getBugFindScore(PerformanceDTO dto,ZtUser u,Date firstDayOfMonth,Date lastDayOfMonth,List<ZtStory> testedStory) {
 
+        //CHG-055 得分不能为空：无测试需求/无开发工时/检出率为 0，统一显式给 0 分（原不赋值显示空）
         if(CollectionUtils.isEmpty(testedStory)){
+            dto.setBugFindRate(BigDecimal.ZERO);
+            dto.setBugFindScore(BigDecimal.ZERO);
             return dto;
         }
 
@@ -1038,6 +1310,8 @@ public class IZtCountService {
                 .notIn(ZtTask::getStatus,"cancel","closed")
                 .in(ZtTask::getStory, testedStory.stream().map(o -> o.getId()).collect(Collectors.toList())));
         if(CollectionUtils.isEmpty(taskList)){
+            dto.setBugFindRate(BigDecimal.ZERO);
+            dto.setBugFindScore(BigDecimal.ZERO);
             return dto;
         }
         List<ZtBug> allBugList = this.bugService.list(new QueryWrapper<ZtBug>().lambda().select(SFunctionColums.bugColumes())
@@ -1063,7 +1337,8 @@ public class IZtCountService {
         int i = bugRate.multiply(BigDecimal.valueOf(100)).intValue();
         dto.setBugFindRate(bugRate);
         if(i<=0){
-
+            //CHG-055 检出率为 0 显式给 0 分（原不赋值显示空）
+            dto.setBugFindScore(BigDecimal.ZERO);
         }else if(i>20){
             dto.setBugFindScore(BigDecimal.valueOf(30));
         }else{
@@ -1089,8 +1364,8 @@ public class IZtCountService {
                 CollectionUtils.isEmpty(onTimeTask) ? BigDecimal.ZERO :
                         (BigDecimal.valueOf(onTimeTask.size()).divide(BigDecimal.valueOf(myTaskList.size()), 2, BigDecimal.ROUND_HALF_UP));
 
-        int iOnTime = onTimeRate.multiply(BigDecimal.valueOf(100)).intValue();
-        dto.setPunctualityScore(BigDecimal.valueOf(iOnTime >= 100 ? 50 : (iOnTime > 90) ? 40 : 0));
+        //CHG-065 及时率得分走 PerfScoreRules.uiPunctualityScore（新 Excel 分段：=100%得50/≥90%得40/<90%得0；修复老内联 90 边界漏判）
+        dto.setPunctualityScore(com.sa.zentao.utils.PerfScoreRules.uiPunctualityScore(onTimeRate));
         dto.setTotalTask(BigDecimal.valueOf(myTaskList.size()));
         dto.setDelayTask(BigDecimal.valueOf(delayTask.size()));
         dto.setFinishPunctuality(onTimeRate);
@@ -1103,17 +1378,33 @@ public class IZtCountService {
     }
 
 
+    /**
+     * CHG-037 运维工程师（新 Excel）：大项任务20/监控15/巡检10/备份10/其他运维15/稳定性20/不规范行为10
+     */
+    PerformanceDTO buildYwScore(ZtUser u, List<ItApproval> approvalList, Date firstDayOfMonth, Date lastDayOfMonth, List<ZtTask> taskList, Date d) {
+        PerformanceDTO dto = new PerformanceDTO();
+        dto.setUserName(u.getNickname());
+        dto.setAccount(u.getAccount());
+        String month = DateUtils.formatDate(d, "yyyy-MM");
+        com.sa.zentao.service.perf.PerfMonthScope scope = perfReportService.report(month, "opsEngineer", u.getAccount());
+        fillRawDetail(dto, scope);
+        dto.setOpsMajorTaskScore(perfItemScore(scope, "opsMajorTask", BigDecimal.valueOf(20)));
+        dto.setOpsMonitorScore(perfItemScore(scope, "opsMonitor", BigDecimal.valueOf(15)));
+        dto.setOpsInspectScore(perfItemScore(scope, "opsInspect", BigDecimal.valueOf(10)));
+        dto.setOpsBackupScore(perfItemScore(scope, "opsBackup", BigDecimal.valueOf(10)));
+        //人工评审项满分默认：其他运维 15 / 系统稳定性 20 / 不规范行为 10
+        dto.setOtherOpsScore(BigDecimal.valueOf(15));
+        dto.setSystemStabilityScore(BigDecimal.valueOf(20));
+        dto.setWorkAttitude(BigDecimal.valueOf(10));
+        return dto;
+    }
+
     PerformanceDTO buildXMJLScore(ZtUser u, List<ItApproval> approvalList, Date firstDayOfMonth, Date lastDayOfMonth, List<ZtTask> taskList, Date d) {
 
         PerformanceDTO dto = new PerformanceDTO();
         dto.setUserName(u.getNickname());
         dto.setAccount(u.getAccount());
 
-        dto = getMeetScore(u, firstDayOfMonth, lastDayOfMonth, dto);
-        dto.setDocumentQualityScore(BigDecimal.valueOf(10));
-//        //拆分任务工时
-//         dto.setSplitTimeScore(s);
-
         //本月天数
         int workDaysInCurrentMonth = DateUtils.getWorkDaysInCurrentMonth(d);
         //获取本月请假
@@ -1127,8 +1418,27 @@ public class IZtCountService {
         //本月天数  请假天数
         dto.setApprovalDays(applyTime);
 
-
-        dto.setMeetScore(getSearchMeetScore(u, firstDayOfMonth, lastDayOfMonth));
+        //CHG-037 新 Excel 项目经理口径（王宇航走 projectManagerWyh 变体：无 PRD 项、团队完成率40、稳定性20）：
+        //PRD完成率20/团队完成率30/版本计划10/线上Bug10/文档齐备10/问题管理5/稳定性10/技能5，得分由新绩效引擎（zt_perf_config）加权产出
+        boolean wyh = "wangyuhang".equals(u.getAccount());
+        String month = DateUtils.formatDate(d, "yyyy-MM");
+        com.sa.zentao.service.perf.PerfMonthScope scope = perfReportService.report(month,
+                wyh ? "projectManagerWyh" : "projectManager", u.getAccount());
+        fillRawDetail(dto, scope);
+        if (!wyh) {
+            dto.setWorkloadPrdScore(perfItemScore(scope, "workloadRatePrd", BigDecimal.valueOf(20)));
+            dto.setWorkloadTeamScore(perfItemScore(scope, "workloadRateTeam", BigDecimal.valueOf(30)));
+            dto.setSystemStabilityScore(BigDecimal.valueOf(10));
+        } else {
+            dto.setWorkloadTeamScore(perfItemScore(scope, "workloadRateTeam", BigDecimal.valueOf(40)));
+            dto.setSystemStabilityScore(BigDecimal.valueOf(20));
+        }
+        dto.setVersionPlanFinishedRate(perfItemScore(scope, "versionPlanRate", BigDecimal.valueOf(10)));
+        dto.setBugScore(perfItemScore(scope, "onlineBugRate", BigDecimal.valueOf(10)));
+        dto.setDocumentQualityScore(perfItemScore(scope, "docReadyScore", BigDecimal.valueOf(10)));
+        //人工评审项满分默认：问题管理 5 / 专业技能提升 5
+        dto.setDevelopFeedbackStory(BigDecimal.valueOf(5));
+        dto.setProfessionalSkillEnhancementScore(BigDecimal.valueOf(5));
 
         return dto;
     }
@@ -1170,19 +1480,19 @@ public class IZtCountService {
         dto.setDays(BigDecimal.valueOf(workDaysInCurrentMonth));
         //本月天数  请假天数
         dto.setApprovalDays(applyTime);
-        //可用工时  6小时算
-        dto.setTotalTime(
-                dto.getApprovalDays().intValue() == 0 ? dto.getDays().multiply(BigDecimal.valueOf(8)).setScale(2, BigDecimal.ROUND_HALF_UP)
-                        : dto.getDays().multiply(BigDecimal.valueOf(8)).subtract(dto.getApprovalDays()).setScale(2, BigDecimal.ROUND_HALF_UP));
-        //达标工时
-        dto.setExamineTime(dto.getTotalTime().multiply(BigDecimal.valueOf(0.75)));
 
-
-        dto = getReleaseScore(u, firstDayOfMonth, dto);
-
-        dto = getMeetScore(u, firstDayOfMonth, lastDayOfMonth, dto);
-        dto.setDocumentQualityScore(BigDecimal.valueOf(50));
-        dto.setProjectDocumentScore(BigDecimal.valueOf(50));
+        //CHG-065 新 Excel 产品助理口径（用户拍板"按照新的excel来"，撤销 08-05 对该角色的还原）：
+        //PRD完成率50/及时验收20（人工默认满分，zt_story_user 验收链断裂维持人工）/产品缺陷率15/问题响应10/主动性5
+        //得分由新绩效引擎（zt_perf_config）加权产出
+        String month = DateUtils.formatDate(d, "yyyy-MM");
+        com.sa.zentao.service.perf.PerfMonthScope scope = perfReportService.report(month, "productAssistant", u.getAccount());
+        fillRawDetail(dto, scope);
+        dto.setWorkloadPrdScore(perfItemScore(scope, "workloadRatePrd", BigDecimal.valueOf(50)));
+        dto.setReleaseScore(BigDecimal.valueOf(20));
+        dto.setProductBugRate(perfItemScore(scope, "productDefectRate", BigDecimal.valueOf(15)));
+        //人工评审项满分默认：问题响应和解决 10 / 主动性与责任感 5
+        dto.setProductProblemResponse(BigDecimal.valueOf(10));
+        dto.setProductResponsibilityScore(BigDecimal.valueOf(5));
 
         return dto;
     }
@@ -1190,63 +1500,47 @@ public class IZtCountService {
     PerformanceDTO buildCPJLScore(ZtUser u,Map<String, ZtUser> userMap,ZtProjectQo qo, List<ItApproval> approvalList, Date firstDayOfMonth, Date lastDayOfMonth, List<ZtTask> taskList, Date d,List<Integer> pids) {
 
         /**
-         * 产品经理
+         * 产品经理（CHG-037 新 Excel 口径）：PRD完成率40/团队完成率20/项目准时率10/产品缺陷率15/问题响应10/主动性5
+         * 得分由新绩效引擎（zt_perf_config）加权产出；展示字段（发布数量/Bug 数）保留原取数
          */
         PerformanceDTO dto = new PerformanceDTO();
         dto.setUserName(u.getNickname());
         dto.setAccount(u.getAccount());
-        //项目准时率 Σ (当月上线准时上线的需求量) / Σ (当月规划上线的需求总量) * 100≥95%
 
-//        dto.setProjectOnTimeRate();
-        //产品缺陷率
-//        dto.setProductBugRate();
+        //展示字段：本阶段计划/准时发布数量
         Map<String,Object> map=this.storyService.storyReleaseOnTimeByProducts(pids,firstDayOfMonth,lastDayOfMonth);
         Integer planReleaseStoryNum = Integer.valueOf(map.getOrDefault("planReleaseStoryNum", 0).toString());
         Integer storyOnTimeNum = Integer.valueOf(map.getOrDefault("onTimeNum", 0).toString());
         dto.setProductPlanStoryNum(BigDecimal.valueOf(planReleaseStoryNum));
         dto.setProductPlanStoryOnTimeNum(BigDecimal.valueOf(storyOnTimeNum));
-        int storyOnTimeRate = ObjectUtil.equal(planReleaseStoryNum, 0) ? 0 :
-                (BigDecimal.valueOf(storyOnTimeNum*100).divide(BigDecimal.valueOf(planReleaseStoryNum), 0, BigDecimal.ROUND_UP)).intValue();
-        int productProjectOnTimeRateScore=storyOnTimeRate==0?0: (storyOnTimeRate>=95)? 20:
-                (storyOnTimeRate>=90&&storyOnTimeRate<95)?(20-(95-storyOnTimeRate)):
-                        ((90-storyOnTimeRate)*2+5>20)? 0:(20-((90-storyOnTimeRate)*2+5));
-        dto.setProductProjectOnTimeRateScore(BigDecimal.valueOf(productProjectOnTimeRateScore));
 
 
-        List<ZtBug> allBugList = this.bugService.list(new QueryWrapper<ZtBug>().lambda().select(SFunctionColums.bugColumes())
-                .eq(ZtBug::getOpenedby, u.getAccount())
-                .in(ZtBug::getBugType,"releaseBug","prod")
-                .ge(ZtBug::getOpeneddate,firstDayOfMonth)
-                .le(ZtBug::getOpeneddate,lastDayOfMonth)
-                .in(ZtBug::getProduct,pids));
-        allBugList = this.bugService.getNormalBugList(allBugList);
-        //开发分配工时
-        ZtCountQo ztCountQo = new ZtCountQo();
-        BeanUtils.copyProperties(qo, ztCountQo);
-        List<ZtProduct> ztProducts = this.productService.listByIds(pids);
-        List<PerformanceDTO> perList = this.programCount(ztCountQo,ztProducts.stream().map(o->o.getProgram()).collect(Collectors.toList()));
-        dto = buildTaskManage(dto, perList, userMap,firstDayOfMonth,lastDayOfMonth,pids);
-        //开发任务分配工时
-        BigDecimal allocationTime = dto.getAllocationTime();
-        double bugRate=(allocationTime.doubleValue()==0||allBugList.size()==0)?0:BigDecimal.valueOf(allBugList.size()*1000).divide(allocationTime,2,BigDecimal.ROUND_HALF_UP).doubleValue();
-        dto.setBugDensity(BigDecimal.valueOf(bugRate));
-        if(bugRate<=5){
-            dto.setBugScore(BigDecimal.valueOf(20));
-        }else{
-//            long deductBugScore = Math.min(seriousBug * 10L + slightBug * 3L, 20L);
-//            dto.setBugScore(BigDecimal.valueOf(20L-deductBugScore));
-            //严重10 分   轻微3分一个
-            int bugScore = 0;
-            for (ZtBug b : allBugList) {
-                bugScore += b.getSeverity() != 1 ? 3 : 10;
-            }
-            dto.setBugScore(bugScore>20?BigDecimal.ZERO:BigDecimal.valueOf((20 - bugScore)));
-        }
-        dto.setProductBugRate(dto.getBugScore());
-        //线上重大
-        dto.setSeriousBug(BigDecimal.valueOf(allBugList.stream().filter(o -> Arrays.asList(1).contains(o.getSeverity())).count()));
-        //线上轻微
-        dto.setSlightBug( BigDecimal.valueOf(allBugList.stream().filter(o -> Arrays.asList(4, 2, 3).contains(o.getSeverity())).count()));
+        //展示字段：线上 Bug 数，与引擎 productDefectRate 同口径——当月上线需求(releaseddate 当月、产品∈pids)关联的 prod Bug
+        //severity 1=重大、2/3/4=普通（CHG-056 以老弹窗为准）
+        List<ZtStory> monthReleaseStories = this.storyService.list(new QueryWrapper<ZtStory>().lambda()
+                .select(ZtStory::getId)
+                .in(ZtStory::getProduct, pids)
+                .ge(ZtStory::getReleaseddate, firstDayOfMonth)
+                .le(ZtStory::getReleaseddate, lastDayOfMonth));
+        List<Integer> monthStoryIds = monthReleaseStories.stream().map(ZtStory::getId).collect(Collectors.toList());
+        List<ZtBug> allBugList = CollectionUtils.isEmpty(monthStoryIds) ? java.util.Collections.emptyList()
+                : this.bugService.list(new QueryWrapper<ZtBug>().lambda().select(SFunctionColums.bugColumes())
+                        .eq(ZtBug::getBugType, "prod")
+                        .in(ZtBug::getTostory, monthStoryIds)); //CHG-067：需求关联字段 story（死字段）→ toStory
+        dto.setSeriousBug(BigDecimal.valueOf(allBugList.stream().filter(o -> o.getSeverity() != null && o.getSeverity() == 1).count()));
+        dto.setSlightBug(BigDecimal.valueOf(allBugList.stream().filter(o -> o.getSeverity() != null && o.getSeverity() >= 2).count()));
+
+        //得分（scope 驱动）
+        String month = DateUtils.formatDate(d, "yyyy-MM");
+        com.sa.zentao.service.perf.PerfMonthScope scope = perfReportService.report(month, "productManager", u.getAccount());
+        fillRawDetail(dto, scope);
+        dto.setWorkloadPrdScore(perfItemScore(scope, "workloadRatePrd", BigDecimal.valueOf(40)));
+        dto.setWorkloadTeamScore(perfItemScore(scope, "workloadRateTeam", BigDecimal.valueOf(20)));
+        dto.setProductProjectOnTimeRateScore(perfItemScore(scope, "projectPunctualityRate", BigDecimal.valueOf(10)));
+        dto.setProductBugRate(perfItemScore(scope, "productDefectRate", BigDecimal.valueOf(15)));
+        //人工评审项满分默认：问题响应 10 / 主动性 5
+        dto.setProductProblemResponse(BigDecimal.valueOf(10));
+        dto.setProductResponsibilityScore(BigDecimal.valueOf(5));
         return dto;
     }
 
@@ -1425,17 +1719,8 @@ public class IZtCountService {
             //饱和率得分
             dto.setPunctualityScore(BigDecimal.valueOf(25));
         }
-//        if(CollectionUtils.isEmpty(taskTimeList)){
-//            bugList=new ArrayList<>();
-//        }else{
-//            bugList = this.bugService.list(new QueryWrapper<ZtBug>().lambda().between(ZtBug::getOpeneddate, firstDayOfMonth, lastDayOfMonth)
-//                    .in(ZtBug::getSeverity, 1, 2).eq(ZtBug::getResolvedby,u.getAccount()));
-//        }
         List<ZtBug> bugList = this.bugService.list(new QueryWrapper<ZtBug>().lambda().between(ZtBug::getOpeneddate, firstDayOfMonth, lastDayOfMonth)
                 .in(ZtBug::getSeverity, 1, 2).eq(ZtBug::getResolvedby, u.getAccount()));
-//        if(!CollectionUtils.isEmpty(fTask)){
-//            count = bugService.count(new QueryWrapper<ZtBug>().lambda().in(ZtBug::getTotask, fTask.stream().map(o -> o.getId()).collect(Collectors.toList())));
-//        }
 
         if (CollectionUtils.isEmpty(bugList)) {
             dto.setSeriousBug(BigDecimal.ZERO);
@@ -2176,44 +2461,40 @@ public class IZtCountService {
         Map<String, String> dataMap = new HashMap<>();
         dataMap.put("name", name);
         dataMap.put("date", DateUtils.formatDate(d, "yyyy-MM"));
-        dataMap.put("准时率得分", performanceDTO.getPunctualityScore() ==null?"0":performanceDTO.getPunctualityScore().toString());
-        dataMap.put("Bug密度", performanceDTO.getBugScore()==null?"0": performanceDTO.getBugScore().toString());
-        dataMap.put("工作量饱和度", performanceDTO.getSaturationScore()==null?"0": performanceDTO.getSaturationScore().toString());
+        //CHG-038：按开发方向分流前端/后端模版，前端模版无 documentQualityScore 键
+        boolean frontend = "frontend".equals(performanceDTO.getDevDirection());
 
-        dataMap.put("代码质量", performanceDTO.getCodeQualityScore()==null?"0":performanceDTO.getCodeQualityScore().toString());
+        dataMap.put("punctualityScore", scoreStr(performanceDTO.getPunctualityScore()));
+        dataMap.put("bugScore", scoreStr(performanceDTO.getBugScore()));
+        dataMap.put("codeQualityScore", scoreStr(performanceDTO.getCodeQualityScore()));
+        if (!frontend) {
+            dataMap.put("documentQualityScore", scoreStr(performanceDTO.getDocumentQualityScore()));
+        }
+        dataMap.put("saturationScore", scoreStr(performanceDTO.getSaturationScore()));
+        dataMap.put("workAttitude", scoreStr(performanceDTO.getWorkAttitude()));
+        dataMap.put("excellentShare", scoreStr(performanceDTO.getExcellentShare()));
+        dataMap.put("quality", scoreStr(performanceDTO.getQuality()));
 
-        dataMap.put("工作态度", performanceDTO.getWorkAttitude()==null?"0":performanceDTO.getWorkAttitude().toString());
-        //工作态度	不规范行为
-        dataMap.put("文档质量", performanceDTO.getDocumentQualityScore()==null?"0":performanceDTO.getDocumentQualityScore().toString());
-        //创新贡献	优质分享
-        dataMap.put("创新贡献", performanceDTO.getExcellentShare()==null?"0":performanceDTO.getExcellentShare().toString());
-        //
-        dataMap.put("质量贡献", performanceDTO.getQuality()==null?"0":performanceDTO.getQuality().toString());
+        dataMap.put("totalTask", scoreStr(performanceDTO.getTotalTask()));
+        dataMap.put("delayTask", scoreStr(performanceDTO.getDelayTask()));
+        dataMap.put("finishPunctuality", multiply100(performanceDTO.getFinishPunctuality()));
+        dataMap.put("workTime", scoreStr(performanceDTO.getWorkTime()));
+        dataMap.put("saturation", multiply100(performanceDTO.getSaturation()));
+        dataMap.put("examineTime", scoreStr(performanceDTO.getExamineTime()));
+        dataMap.put("bugCount", scoreStr(performanceDTO.getBugCount()));
+        dataMap.put("bugDensity", multiply100(performanceDTO.getBugDensity()));
 
-        dataMap.put("totalTask", performanceDTO.getTotalTask().toString());
-        dataMap.put("delayTask", performanceDTO.getDelayTask().toString());
-        dataMap.put("finishPunctuality", performanceDTO.getFinishPunctuality().multiply(BigDecimal.valueOf(100)).toString());
-
-        dataMap.put("workTime", performanceDTO.getWorkTime().toString());
-        dataMap.put("saturation", performanceDTO.getSaturation().multiply(BigDecimal.valueOf(100)).toString());
-        dataMap.put("examineTime", performanceDTO.getExamineTime().toString());
-
-        dataMap.put("bugCount", performanceDTO.getBugCount().toString());
-        dataMap.put("bugDensity", performanceDTO.getBugDensity().multiply(BigDecimal.valueOf(100)).toString());
-
-
-        dataMap.put("总分", devlopTotal(
-                dataMap.get("工作量饱和度"),
-                dataMap.get("准时率得分"),
-                dataMap.get("Bug密度"),
-                dataMap.get("代码质量"),
-                dataMap.get("文档质量"),
-                dataMap.get("工作态度"),
-
-                dataMap.get("创新贡献"),
-                dataMap.get("质量贡献")
-        ));
-        writeXlsx(name, "templates/scope/开发工程师.xlsx", name + "开发.xlsx", dataMap);
+        if (frontend) {
+            dataMap.put("total", scoreTotal(performanceDTO.getPunctualityScore(), performanceDTO.getBugScore(),
+                    performanceDTO.getCodeQualityScore(), performanceDTO.getSaturationScore(),
+                    performanceDTO.getWorkAttitude(), performanceDTO.getExcellentShare(), performanceDTO.getQuality()));
+            writeXlsx(name, "templates/scope/前端开发工程师.xlsx", name + "开发.xlsx", dataMap);
+        } else {
+            dataMap.put("total", scoreTotal(performanceDTO.getPunctualityScore(), performanceDTO.getBugScore(),
+                    performanceDTO.getCodeQualityScore(), performanceDTO.getDocumentQualityScore(), performanceDTO.getSaturationScore(),
+                    performanceDTO.getWorkAttitude(), performanceDTO.getExcellentShare(), performanceDTO.getQuality()));
+            writeXlsx(name, "templates/scope/后端开发工程师.xlsx", name + "开发.xlsx", dataMap);
+        }
 
     }
 
@@ -2222,107 +2503,81 @@ public class IZtCountService {
         dataMap.put("name", name);
         dataMap.put("date", DateUtils.formatDate(d, "yyyy-MM"));
 
-        dataMap.put("及时完成率得分", performanceDTO.getPunctualityScore()==null?"0":performanceDTO.getPunctualityScore().toString());
-        dataMap.put("设计质量", performanceDTO.getDesignScore()==null?"0":performanceDTO.getDesignScore().toString());
-        dataMap.put("工作态度", performanceDTO.getWorkAttitude()==null?"0":performanceDTO.getWorkAttitude().toString());
-        dataMap.put("工作量", performanceDTO.getUiWorkScore()==null?"0":performanceDTO.getUiWorkScore().toString());
-        dataMap.put("创新贡献", performanceDTO.getExcellentShare()==null?"0":performanceDTO.getExcellentShare().toString());
+        dataMap.put("punctualityScore", scoreStr(performanceDTO.getPunctualityScore()));
+        dataMap.put("designScore", scoreStr(performanceDTO.getDesignScore()));
+        dataMap.put("workAttitude", scoreStr(performanceDTO.getWorkAttitude()));
+        dataMap.put("uiWorkScore", scoreStr(performanceDTO.getUiWorkScore()));
+        dataMap.put("excellentShare", scoreStr(performanceDTO.getExcellentShare()));
 
+        dataMap.put("totalTask", scoreStr(performanceDTO.getTotalTask()));
+        dataMap.put("delayTask", scoreStr(performanceDTO.getDelayTask()));
+        dataMap.put("finishPunctuality", multiply100(performanceDTO.getFinishPunctuality()));
 
-        dataMap.put("任务总量", performanceDTO.getTotalTask()==null?"0":performanceDTO.getTotalTask().toString());
-        dataMap.put("超期数量", performanceDTO.getDelayTask()==null?"0":performanceDTO.getDelayTask().toString());
-        dataMap.put("及时完成率", performanceDTO.getFinishPunctuality()==null?"0": performanceDTO.getFinishPunctuality().toString());
-
-        dataMap.put("总分", devlopTotal(dataMap.get("及时完成率得分"), dataMap.get("设计质量"), dataMap.get("工作态度"), dataMap.get("工作量"), dataMap.get("创新贡献")));
+        dataMap.put("total", scoreTotal(performanceDTO.getPunctualityScore(), performanceDTO.getDesignScore(),
+                performanceDTO.getWorkAttitude(), performanceDTO.getUiWorkScore(), performanceDTO.getExcellentShare()));
         writeXlsx(name, "templates/scope/UI工程师.xlsx", name + "UI工程师.xlsx", dataMap);
 
     }
 
     void generatorXMJLExcel(ZtCountQo qo, String name, PerformanceDTO performanceDTO, Date d, List<PerformanceDTO> perList) {
-        Map<String, ZtUser> userMap = userService.userMapByIds(null);
         Map<String, String> dataMap = new HashMap<>();
 
         dataMap.put("name", name);
         dataMap.put("date", DateUtils.formatDate(d, "yyyy-MM"));
+        //CHG-037 新版式：王宇航单独模版，不考核需求PRD工作量指标
+        boolean wangyuhang = "wangyuhang".equals(performanceDTO.getAccount());
 
-        dataMap.put("任务管理", taskManageScore(perList, userMap));
-        dataMap.put("bug", bugManageScore(qo, perList, userMap));
+        if (!wangyuhang) {
+            dataMap.put("workloadPrdScore", scoreStr(performanceDTO.getWorkloadPrdScore()));
+            dataMap.put("detail_workloadPrdScore", perfDetail(performanceDTO, "workloadRatePrd"));
+        }
+        dataMap.put("workloadTeamScore", scoreStr(performanceDTO.getWorkloadTeamScore()));
+        dataMap.put("versionPlanFinishedRate", scoreStr(performanceDTO.getVersionPlanFinishedRate()));
+        dataMap.put("bugScore", scoreStr(performanceDTO.getBugScore()));
+        dataMap.put("documentQualityScore", scoreStr(performanceDTO.getDocumentQualityScore()));
+        dataMap.put("developFeedbackStory", scoreStr(performanceDTO.getDevelopFeedbackStory()));
+        dataMap.put("systemStabilityScore", scoreStr(performanceDTO.getSystemStabilityScore()));
+        dataMap.put("professionalSkillEnhancementScore", scoreStr(performanceDTO.getProfessionalSkillEnhancementScore()));
 
-        dataMap.put("版本计划完成率", versionPlanScore(qo, perList, userMap));
-        dataMap.put("项目文档", performanceDTO.getDocumentQualityScore()==null?"0":performanceDTO.getDocumentQualityScore().toString());
-        dataMap.put("会议管理", performanceDTO.getMeetScore()==null?"0": performanceDTO.getMeetScore() + "");
-        dataMap.put("问题管理", performanceDTO.getDevelopFeedbackStory()==null?"0":performanceDTO.getDevelopFeedbackStory().toString());
-        dataMap.put("系统稳定性", performanceDTO.getSystemStabilityScore()==null?"0": performanceDTO.getSystemStabilityScore().toString());
-        dataMap.put("专业技能提升", performanceDTO.getProfessionalSkillEnhancementScore()==null?"0":performanceDTO.getProfessionalSkillEnhancementScore().toString());
+        dataMap.put("detail_workloadTeamScore", perfDetail(performanceDTO, "workloadRateTeam"));
+        dataMap.put("detail_versionPlanFinishedRate", perfDetail(performanceDTO, "versionPlanRate"));
+        dataMap.put("detail_bugScore", perfDetail(performanceDTO, "onlineBugRate"));
+        dataMap.put("detail_documentQualityScore", perfDetail(performanceDTO, "docReadyScore"));
 
-
-        dataMap.put("普通bug",performanceDTO.getSlightBug()==null?"0":performanceDTO.getSlightBug().toString());
-        dataMap.put("重大bug", performanceDTO.getSeriousBug()==null?"0": performanceDTO.getSeriousBug().toString());
-        dataMap.put("线上bug率",performanceDTO.getBugDensity()==null?"0": performanceDTO.getBugDensity().multiply(BigDecimal.valueOf(100)).toString());
-        dataMap.put("分配工时", performanceDTO.getAllocationTime()==null?"0": performanceDTO.getAllocationTime().toString());
-        dataMap.put("可用工时", performanceDTO.getExamineTime()==null?"0": performanceDTO.getExamineTime().toString());
-        dataMap.put("分配工时占比", performanceDTO.getAllocationTimeManageRate()==null?"0": performanceDTO.getAllocationTimeManageRate().multiply(BigDecimal.valueOf(100)).toString());
-        dataMap.put("召开周会数量", performanceDTO.getMeetWeek()==null?"0": performanceDTO.getMeetWeek().toString());
-        dataMap.put("召开需求会议数量", performanceDTO.getMeetStory()==null?"0": performanceDTO.getMeetStory().toString());
-
-
-
-        dataMap.put("总分", devlopTotal(
-                dataMap.get("版本计划完成率"),
-                dataMap.get("bug"),
-                dataMap.get("项目文档"),
-                dataMap.get("任务管理"),
-                dataMap.get("会议管理"),
-                dataMap.get("问题管理"),
-                dataMap.get("系统稳定性"),
-                dataMap.get("专业技能提升")
-        ));
-
-        writeXlsx(name, "templates/scope/项目经理考核.xlsx", name + "项目经理考核.xlsx", dataMap);
+        if (wangyuhang) {
+            dataMap.put("total", scoreTotal(performanceDTO.getWorkloadTeamScore(), performanceDTO.getVersionPlanFinishedRate(),
+                    performanceDTO.getBugScore(), performanceDTO.getDocumentQualityScore(), performanceDTO.getDevelopFeedbackStory(),
+                    performanceDTO.getSystemStabilityScore(), performanceDTO.getProfessionalSkillEnhancementScore()));
+            writeXlsx(name, "templates/scope/项目经理考核-王宇航.xlsx", name + "项目经理考核.xlsx", dataMap);
+        } else {
+            dataMap.put("total", scoreTotal(performanceDTO.getWorkloadPrdScore(), performanceDTO.getWorkloadTeamScore(),
+                    performanceDTO.getVersionPlanFinishedRate(), performanceDTO.getBugScore(), performanceDTO.getDocumentQualityScore(),
+                    performanceDTO.getDevelopFeedbackStory(), performanceDTO.getSystemStabilityScore(), performanceDTO.getProfessionalSkillEnhancementScore()));
+            writeXlsx(name, "templates/scope/项目经理考核.xlsx", name + "项目经理考核.xlsx", dataMap);
+        }
 
     }
     void generatorCPJLExcel(ZtCountQo qo, String name, PerformanceDTO performanceDTO, Date d, List<PerformanceDTO> perList) {
-        Map<String, ZtUser> userMap = userService.userMapByIds(null);
         Map<String, String> dataMap = new HashMap<>();
 
         dataMap.put("name", name);
         dataMap.put("date", DateUtils.formatDate(d, "yyyy-MM"));
-        //产品规划
-        dataMap.put("productPlanning",performanceDTO.getProductPlanning()==null?"0":performanceDTO.getProductPlanning().toString());
-        //需求准确性
-        dataMap.put("accurateDemand", performanceDTO.getAccurateDemand()==null?"0": performanceDTO.getAccurateDemand().toString());
-        //项目准时率
-        dataMap.put("productProjectOnTimeRateScore",performanceDTO.getProductProjectOnTimeRateScore()==null?"0": performanceDTO.getProductProjectOnTimeRateScore().toString());
-        //线上Bug得分 缺陷
-        dataMap.put("bugScope", performanceDTO.getBugScore()==null?"0": performanceDTO.getBugScore().toString());
-        //开发分配工时
-        dataMap.put("allocationTime", performanceDTO.getBugScore()==null?"0": performanceDTO.getAllocationTime().toString());
-        //轻微
-        dataMap.put("slightBug", performanceDTO.getSlightBug()==null?"0": performanceDTO.getSlightBug().toString());
-        dataMap.put("seriousBug", performanceDTO.getSeriousBug()==null?"0": performanceDTO.getSeriousBug().toString());
-        //问题响应
-        dataMap.put("productProblemResponse", performanceDTO.getProductProblemResponse()==null?"0": performanceDTO.getProductProblemResponse().toString());
-        //会议管理
-        dataMap.put("productMeetScore", performanceDTO.getProductMeetScore()==null?"0": performanceDTO.getProductMeetScore().toString());
-        //主动性责任感
-        dataMap.put("productResponsibilityScore", performanceDTO.getProductResponsibilityScore()==null?"0": performanceDTO.getProductResponsibilityScore().toString());
-        dataMap.put("productPlanStoryNum", performanceDTO.getProductPlanStoryNum()==null?"0": performanceDTO.getProductPlanStoryNum().toString());
-        dataMap.put("productPlanStoryOnTimeNum", performanceDTO.getProductPlanStoryOnTimeNum()==null?"0": performanceDTO.getProductPlanStoryOnTimeNum().toString());
-        dataMap.put("allocationTime", performanceDTO.getAllocationTime()==null?"0": performanceDTO.getAllocationTime().toString());
-        dataMap.put("slightBug", performanceDTO.getSlightBug()==null?"0": performanceDTO.getSlightBug().toString());
-        dataMap.put("seriousBug", performanceDTO.getSeriousBug()==null?"0": performanceDTO.getSeriousBug().toString());
-        dataMap.put("bugDensity", performanceDTO.getBugDensity()==null?"0": performanceDTO.getBugDensity().toString());
 
+        dataMap.put("workloadPrdScore", scoreStr(performanceDTO.getWorkloadPrdScore()));
+        dataMap.put("workloadTeamScore", scoreStr(performanceDTO.getWorkloadTeamScore()));
+        dataMap.put("productProjectOnTimeRateScore", scoreStr(performanceDTO.getProductProjectOnTimeRateScore()));
+        dataMap.put("productBugRate", scoreStr(performanceDTO.getProductBugRate()));
+        dataMap.put("productProblemResponse", scoreStr(performanceDTO.getProductProblemResponse()));
+        dataMap.put("productResponsibilityScore", scoreStr(performanceDTO.getProductResponsibilityScore()));
 
-        dataMap.put("总分", devlopTotal(
-                dataMap.get("productPlanning"),
-                dataMap.get("accurateDemand"),
-                dataMap.get("productProjectOnTimeRateScore"),
-                dataMap.get("bugScope"),
-                dataMap.get("productProblemResponse"),
-                dataMap.get("productMeetScore"),
-                dataMap.get("productResponsibilityScore")
-        ));
+        dataMap.put("detail_workloadPrdScore", perfDetail(performanceDTO, "workloadRatePrd"));
+        dataMap.put("detail_workloadTeamScore", perfDetail(performanceDTO, "workloadRateTeam"));
+        dataMap.put("detail_productProjectOnTimeRateScore", perfDetail(performanceDTO, "projectPunctualityRate"));
+        dataMap.put("detail_productBugRate", perfDetail(performanceDTO, "productDefectRate"));
+
+        dataMap.put("total", scoreTotal(performanceDTO.getWorkloadPrdScore(), performanceDTO.getWorkloadTeamScore(),
+                performanceDTO.getProductProjectOnTimeRateScore(), performanceDTO.getProductBugRate(),
+                performanceDTO.getProductProblemResponse(), performanceDTO.getProductResponsibilityScore()));
 
         writeXlsx(name, "templates/scope/产品经理考核.xlsx", name + "产品经理考核.xlsx", dataMap);
 
@@ -2363,6 +2618,8 @@ public class IZtCountService {
                         for (Map.Entry<String, String> entry : dataMap.entrySet()) {
                             cellValue = cellValue.replace("{" + entry.getKey() + "}", entry.getValue());
                         }
+                        //openpyxl 生成的模版是 inlineStr 单元格，直接 setCellValue 会残留旧 <is> 内联串导致读回旧值 → 先置空再写
+                        cell.setCellType(CellType.BLANK);
                         cell.setCellValue(cellValue);
                     }
                 }
@@ -2576,20 +2833,18 @@ public class IZtCountService {
         Map<String, String> dataMap = new HashMap<>();
         dataMap.put("name", name);
         dataMap.put("date", DateUtils.formatDate(d, "yyyy-MM"));
-        dataMap.put("项目绩效", performanceDTO.getReleaseScore()==null?"0":performanceDTO.getReleaseScore().toString());
-        dataMap.put("项目文档", performanceDTO.getProjectDocumentScore()==null?"0": performanceDTO.getProjectDocumentScore().toString());
-        dataMap.put("会议管理", performanceDTO.getMeetScore()==null?"0": performanceDTO.getMeetScore().toString());
 
+        dataMap.put("workloadPrdScore", scoreStr(performanceDTO.getWorkloadPrdScore()));
+        dataMap.put("releaseScore", scoreStr(performanceDTO.getReleaseScore()));
+        dataMap.put("productBugRate", scoreStr(performanceDTO.getProductBugRate()));
+        dataMap.put("productProblemResponse", scoreStr(performanceDTO.getProductProblemResponse()));
+        dataMap.put("productResponsibilityScore", scoreStr(performanceDTO.getProductResponsibilityScore()));
 
-        dataMap.put("上线需求数量", performanceDTO.getReleaseCount()==null?"0": performanceDTO.getReleaseCount().toString());
-        dataMap.put("及时验收数量", performanceDTO.getReleaseOnTimeCount()==null?"0":performanceDTO.getReleaseOnTimeCount().toString());
-        dataMap.put("及时验收率", performanceDTO.getReleaseOnTimeRate()==null?"0": performanceDTO.getReleaseOnTimeRate().multiply(BigDecimal.valueOf(100)).toString());
-        dataMap.put("召开周会数量", performanceDTO.getMeetWeek()==null?"0":performanceDTO.getMeetWeek().toString());
-        dataMap.put("召开需求数量", performanceDTO.getMeetStory()==null?"0": performanceDTO.getMeetStory().toString());
+        dataMap.put("detail_workloadPrdScore", perfDetail(performanceDTO, "workloadRatePrd"));
+        dataMap.put("detail_productBugRate", perfDetail(performanceDTO, "productDefectRate"));
 
-
-
-        dataMap.put("总分", devlopTotal(dataMap.get("项目绩效"), dataMap.get("项目文档"), dataMap.get("会议管理")));
+        dataMap.put("total", scoreTotal(performanceDTO.getWorkloadPrdScore(), performanceDTO.getReleaseScore(),
+                performanceDTO.getProductBugRate(), performanceDTO.getProductProblemResponse(), performanceDTO.getProductResponsibilityScore()));
         writeXlsx(name, "templates/scope/项目助理考核.xlsx", name + "项目助理考核.xlsx", dataMap);
 
 
@@ -2608,48 +2863,139 @@ public class IZtCountService {
         return i + "";
     }
 
+    //CHG-037 新版式导出：得分取值，null -> "0"
+    private String scoreStr(BigDecimal value) {
+        return value == null ? "0" : value.toString();
+    }
+
+    //比率类过程值 ×100 后导出，null -> "0"
+    private String multiply100(BigDecimal value) {
+        return value == null ? "0" : value.multiply(BigDecimal.valueOf(100)).toString();
+    }
+
+    //合计：BigDecimal 相加保留 1 位小数，null 按 0 计
+    private String scoreTotal(BigDecimal... scores) {
+        BigDecimal total = BigDecimal.ZERO;
+        for (BigDecimal score : scores) {
+            if (score != null) {
+                total = total.add(score);
+            }
+        }
+        return total.setScale(1, BigDecimal.ROUND_HALF_UP).toPlainString();
+    }
+
+    //CHG-041 绩效数据列明细：perfRawDetail(itemKey -> 明细串)，缺失返回空串清掉占位符
+    private String perfDetail(PerformanceDTO performanceDTO, String itemKey) {
+        Map<String, String> rawDetail = performanceDTO.getPerfRawDetail();
+        if (rawDetail == null || rawDetail.get(itemKey) == null) {
+            return "";
+        }
+        return rawDetail.get(itemKey);
+    }
+
     void generatorTestExcel(String name, PerformanceDTO performanceDTO, Date d) {
         Map<String, String> dataMap = new HashMap<>();
         dataMap.put("name", name);
         dataMap.put("date", DateUtils.formatDate(d, "yyyy-MM"));
-        dataMap.put("准时率得分", performanceDTO.getPunctualityScore()==null?"0": performanceDTO.getPunctualityScore().toString());
-        dataMap.put("缺陷检出率", performanceDTO.getBugFindRate() ==null?"0":performanceDTO.getBugFindRate().multiply(BigDecimal.valueOf(100)).toString());
-        dataMap.put("测试文档", performanceDTO.getDocumentQualityScore()==null?"0":performanceDTO.getDocumentQualityScore().toString());
 
-        dataMap.put("工作态度", performanceDTO.getWorkAttitude()==null?"0":performanceDTO.getWorkAttitude().toString());
-        dataMap.put("质量贡献", performanceDTO.getExcellentShare()==null?"0":performanceDTO.getExcellentShare().toString());
+        dataMap.put("punctualityScore", scoreStr(performanceDTO.getPunctualityScore()));
+        dataMap.put("documentQualityScore", scoreStr(performanceDTO.getDocumentQualityScore()));
+        dataMap.put("bugFindScore", scoreStr(performanceDTO.getBugFindScore()));
+        dataMap.put("bugScore", scoreStr(performanceDTO.getBugScore()));
+        dataMap.put("workAttitude", scoreStr(performanceDTO.getWorkAttitude()));
+        dataMap.put("excellentShare", scoreStr(performanceDTO.getExcellentShare()));
+        dataMap.put("quality", scoreStr(performanceDTO.getQuality()));
 
-        dataMap.put("线上Bug", performanceDTO.getBugScore()==null?"0":performanceDTO.getBugScore().toString());
+        dataMap.put("totalTask", scoreStr(performanceDTO.getTotalTask()));
+        dataMap.put("delayTask", scoreStr(performanceDTO.getDelayTask()));
+        dataMap.put("finishPunctuality", multiply100(performanceDTO.getFinishPunctuality()));
+        dataMap.put("devSlightBug", scoreStr(performanceDTO.getDevSlightBug()));
+        dataMap.put("devSeriousBug", scoreStr(performanceDTO.getDevSeriousBug()));
+        dataMap.put("bugFindRate", multiply100(performanceDTO.getBugFindRate()));
+        dataMap.put("slightBug", scoreStr(performanceDTO.getSlightBug()));
+        dataMap.put("seriousBug", scoreStr(performanceDTO.getSeriousBug()));
 
-
-
-
-        dataMap.put("任务总量", performanceDTO.getTotalTask()==null?"0": performanceDTO.getTotalTask().toString());
-        dataMap.put("延期数量", performanceDTO.getDelayTask() ==null?"0":performanceDTO.getDelayTask().toString());
-        dataMap.put("及时完成率", performanceDTO.getFinishPunctuality() ==null?"0":performanceDTO.getFinishPunctuality().multiply(BigDecimal.valueOf(100)).toString());
-        dataMap.put("创新贡献", performanceDTO.getExcellentShare() ==null?"0":performanceDTO.getExcellentShare().toString());
-
-        dataMap.put("测试普通bug", performanceDTO.getDevSlightBug()==null?"0":  performanceDTO.getDevSlightBug().toString());
-        dataMap.put("测试重大bug", performanceDTO.getDevSeriousBug() ==null?"0": performanceDTO.getDevSeriousBug().toString());
-        dataMap.put("缺陷检出分数", performanceDTO.getBugFindScore()==null?"0":  performanceDTO.getBugFindScore().toString());
-        dataMap.put("线上普通bug", performanceDTO.getSlightBug() ==null?"0": performanceDTO.getSlightBug().toString());
-        dataMap.put("线上重大bug", performanceDTO.getSeriousBug()==null?"0": performanceDTO.getSeriousBug().toString());
-
-        dataMap.put("总分", devlopTotal(dataMap.get("准时率得分")
-                , dataMap.get("缺陷检出分数"),
-                dataMap.get("测试文档"), dataMap.get("工作态度"),
-                dataMap.get("质量贡献"), dataMap.get("线上Bug"), dataMap.get("创新贡献"))
-        );
+        dataMap.put("total", scoreTotal(performanceDTO.getPunctualityScore(), performanceDTO.getDocumentQualityScore(),
+                performanceDTO.getBugFindScore(), performanceDTO.getBugScore(), performanceDTO.getWorkAttitude(),
+                performanceDTO.getExcellentShare(), performanceDTO.getQuality()));
 
         writeXlsx(name, "templates/scope/测试工程师.xlsx", name + "测试.xlsx", dataMap);
 
 
+    }
+
+    //CHG-037 新版式：运维工程师考核导出
+    void generatorYwExcel(String name, PerformanceDTO performanceDTO, Date d) {
+        Map<String, String> dataMap = new HashMap<>();
+        dataMap.put("name", name);
+        dataMap.put("date", DateUtils.formatDate(d, "yyyy-MM"));
+
+        dataMap.put("opsMajorTaskScore", scoreStr(performanceDTO.getOpsMajorTaskScore()));
+        dataMap.put("opsMonitorScore", scoreStr(performanceDTO.getOpsMonitorScore()));
+        dataMap.put("opsInspectScore", scoreStr(performanceDTO.getOpsInspectScore()));
+        dataMap.put("opsBackupScore", scoreStr(performanceDTO.getOpsBackupScore()));
+        dataMap.put("otherOpsScore", scoreStr(performanceDTO.getOtherOpsScore()));
+        dataMap.put("systemStabilityScore", scoreStr(performanceDTO.getSystemStabilityScore()));
+        dataMap.put("workAttitude", scoreStr(performanceDTO.getWorkAttitude()));
+        dataMap.put("excellentShare", scoreStr(performanceDTO.getExcellentShare()));
+
+        dataMap.put("detail_opsMajorTaskScore", perfDetail(performanceDTO, "opsMajorTask"));
+        dataMap.put("detail_opsMonitorScore", perfDetail(performanceDTO, "opsMonitor"));
+        dataMap.put("detail_opsInspectScore", perfDetail(performanceDTO, "opsInspect"));
+        dataMap.put("detail_opsBackupScore", perfDetail(performanceDTO, "opsBackup"));
+
+        dataMap.put("total", scoreTotal(performanceDTO.getOpsMajorTaskScore(), performanceDTO.getOpsMonitorScore(),
+                performanceDTO.getOpsInspectScore(), performanceDTO.getOpsBackupScore(), performanceDTO.getOtherOpsScore(),
+                performanceDTO.getSystemStabilityScore(), performanceDTO.getWorkAttitude(), performanceDTO.getExcellentShare()));
+
+        writeXlsx(name, "templates/scope/运维工程师.xlsx", name + "运维.xlsx", dataMap);
+
+
     }
 
     @Autowired
     private IZtMonthScoreService monthScoreService;
 
+    @Autowired
+    private IZtStoryMonthWorkloadService storyMonthWorkloadService;
+
     public PerformanceDTO myWorkScore(ZtProjectQo qo) {
+        //CHG-072 快照分流：老 DTO 平铺格式维持快路径（人工分+全字段都在）；
+        //引擎 PerfMonthScope/docCheck 等格式按老 DTO 解析会全空——改走新算+人工项以快照覆盖（与 exportScope 同族修复）
+        Date d0 = qo.getDate() == null ? new Date() : qo.getDate();
+        String name0 = StringUtils.isEmpty(qo.getAccount()) ? RiskUserThreadLocal.get().getName() : qo.getAccount();
+        ZtMonthScore monthScore = null;
+        if (!StringUtils.isEmpty(name0)) {
+            String month0 = DateUtils.formatDate(d0, "yyyy-MM");
+            monthScore = this.monthScoreService.getOne(new QueryWrapper<ZtMonthScore>().lambda()
+                    .eq(ZtMonthScore::getAccount, name0).eq(ZtMonthScore::getDateStr, month0));
+        }
+        if (monthScore != null && isOldDtoScoreJson(monthScore.getScopeJson())) {
+            PerformanceDTO performanceDTO = JSON.parseObject(monthScore.getScopeJson(), PerformanceDTO.class);
+            performanceDTO.setId(monthScore.getId());
+            return performanceDTO;
+        }
+        PerformanceDTO fresh = myWorkScoreCompute(qo);
+        if (monthScore != null && !StringUtils.isBlank(monthScore.getScopeJson())) {
+            try {
+                com.alibaba.fastjson.JSONObject obj = JSON.parseObject(monthScore.getScopeJson());
+                if (obj.containsKey("items") && obj.containsKey("role")) {
+                    overlayManualScores(fresh, obj.toJavaObject(com.sa.zentao.service.perf.PerfMonthScope.class));
+                }
+            } catch (Exception ignore) {
+                //docCheck 专项等非引擎格式：快照无绩效分可用，直接用新算结果
+            }
+            fresh.setId(monthScore.getId());
+        }
+        return fresh;
+    }
+
+    /** 老 DTO 平铺快照判定：含 account 且不含引擎 items 结构（引擎 PerfMonthScope 也含 account，须排除） */
+    private boolean isOldDtoScoreJson(String scopeJson) {
+        return !StringUtils.isBlank(scopeJson) && scopeJson.contains("\"account\"") && !scopeJson.contains("\"items\"");
+    }
+
+    private PerformanceDTO myWorkScoreCompute(ZtProjectQo qo) {
         PerformanceDTO result = new PerformanceDTO();
         Date d = qo.getDate();
         if (d == null) {
@@ -2663,19 +3009,15 @@ public class IZtCountService {
         result.setUserId(u.getId());
         result.setAccount(u.getAccount());
         String month = DateUtils.formatDate(d, "yyyy-MM");
-        ZtMonthScore monthScore = this.monthScoreService.getOne(new QueryWrapper<ZtMonthScore>().lambda().eq(ZtMonthScore::getAccount, name)
-                .eq(ZtMonthScore::getDateStr, month));
-        if (monthScore != null) {
-            String scopeJson = monthScore.getScopeJson();
-            PerformanceDTO performanceDTO = JSON.parseObject(scopeJson, PerformanceDTO.class);
-            performanceDTO.setId(monthScore.getId());
-            return performanceDTO;
-        }
 
         Date firstDayOfMonth = DateUtils.getFirstDayOfMonth(d);
         Date lastDayOfMonth = DateUtils.getLastDayOfMonth(d);
 
-        List<Integer> pids = this.projectService.authProductListByAccount(name);
+        //CHG-053 按当前选中产品集（月报下拉 project=program id）算：任务/需求范围跟随选择
+        List<Integer> pids = qo.getProject() != null
+                ? this.productService.list(new QueryWrapper<ZtProduct>().lambda().eq(ZtProduct::getProgram, qo.getProject()))
+                    .stream().map(ZtProduct::getId).collect(Collectors.toList())
+                : this.projectService.authProductListByAccount(name);
 
 
         if (CollectionUtils.isEmpty(pids)) {
@@ -2713,6 +3055,9 @@ public class IZtCountService {
         //获取测试需求
         List<ZtStory> cswcStoryList = this.storyService.list(new QueryWrapper<ZtStory>().lambda().in(ZtStory::getProduct, pids)
                 .in(ZtStory::getAssignedTo, Arrays.asList(u.getAccount())).ge(ZtStory::getReleaseddate, firstDayOfMonth).le(ZtStory::getReleaseddate, lastDayOfMonth));
+        //CHG-053 引擎项目口径跟随选中产品集（月报下拉 project=program id）
+        com.sa.zentao.service.perf.AbstractPerfIndicatorCalculator.setCurrentProgram(qo.getProject());
+        try {
         if (name.equals("weidongxia")) {
             result = buildCPJLScore(u, userMap , qo,approvalList, firstDayOfMonth, lastDayOfMonth, taskList, d,pids);
         } else
@@ -2721,31 +3066,25 @@ public class IZtCountService {
         } else if ("liushengqing".equals(name)) {
             result = buildUiScore(u, approvalList, firstDayOfMonth, lastDayOfMonth, taskList, d);
         } else if (u.getUserType() == UserType.KFZ) {
-            result = buildKFZScore(u, approvalList, firstDayOfMonth, lastDayOfMonth, taskList, d);
+            result = buildKFZScore(u, approvalList, firstDayOfMonth, lastDayOfMonth, taskList, d, accountIds);
         } else if (u.getUserType() == UserType.CS) {
-            result = buildCScore(userMap,pids,u, approvalList, firstDayOfMonth, lastDayOfMonth, taskList, d,releaseBugs.stream().filter(o->u.getAccount().equals(o.getBindUser())).collect(Collectors.toList()),cswcStoryList.stream().filter(o->u.getAccount().equals(o.getAssignedTo())).collect(Collectors.toList()));
+            result = buildCScore(userMap,pids,u, approvalList, firstDayOfMonth, lastDayOfMonth, taskList, d,releaseBugs.stream().filter(o->u.getAccount().equals(o.getBindUser())).collect(Collectors.toList()),testStoriesOf(u, cswcStoryList, pids, firstDayOfMonth, lastDayOfMonth));
         } else if (u.getUserType() == UserType.UI) {
             result = buildUiScore(u, approvalList, firstDayOfMonth, lastDayOfMonth, taskList, d);
         } else if (u.getUserType() == UserType.XMJL || u.getUserType() == UserType.XMGLY || u.getUserType() == UserType.GSGC) {
-//            List<ZtProject> list = projectService.list(new QueryWrapper<ZtProject>().lambda().eq(ZtProject::getPm, result.getAccount()));
+            //CHG-037：项目经理得分全部走 buildXMJLScore（新 Excel scope 驱动），旧 programCount/任务管理/Bug管理/版本计划 附加计算废弃
             result = buildXMJLScore(u, approvalList, firstDayOfMonth, lastDayOfMonth, taskList, d);
-            ZtCountQo ztCountQo = new ZtCountQo();
-            BeanUtils.copyProperties(qo, ztCountQo);
-            List<ZtProduct> ztProducts = this.productService.listByIds(pids);
-            List<PerformanceDTO> perList = this.programCount(ztCountQo,ztProducts.stream().map(o->o.getProgram()).collect(Collectors.toList()));
-
-            result = buildTaskManage(result, perList, userMap,firstDayOfMonth,lastDayOfMonth,pids);
-            result = buildBugManage(result, ztCountQo, perList, userMap);
-
-            String versionPlanScore = versionPlanScore(ztCountQo, perList, userMap);
-            result.setVersionPlanFinishedRate(new BigDecimal(versionPlanScore));
-            result.setSystemStabilityScore(BigDecimal.valueOf(10));
-            result.setProfessionalSkillEnhancementScore(BigDecimal.valueOf(0));
         } else if (u.getUserType() == UserType.XMZL) {
             result = buildXMZLScore(u, approvalList, firstDayOfMonth, lastDayOfMonth, taskList, d);
         } else if (u.getUserType() == UserType.CPJL) {
             //产品经理
             result = buildCPJLScore(u, userMap , qo,approvalList, firstDayOfMonth, lastDayOfMonth, taskList, d,pids);
+        } else if (u.getUserType() == UserType.YW) {
+            //运维工程师（CHG-037 新增分支）
+            result = buildYwScore(u, approvalList, firstDayOfMonth, lastDayOfMonth, taskList, d);
+        }
+        } finally {
+            com.sa.zentao.service.perf.AbstractPerfIndicatorCalculator.clearCurrentProgram();
         }
 
         return result;
@@ -2772,6 +3111,88 @@ public class IZtCountService {
         return teams.stream().map(o -> o.getAccount()).distinct().collect(Collectors.toList());
     }
 
+    /**
+     * 轻量月度 KFZ 工时口径（仅供 storyBarChart/bugBarChart 柱状图，性能优化用）：
+     * 复刻 newPerformanceCount 中图表实际消费的两个字段——KFZ 成员 allocationTime（分配工时 Σestimate，
+     * 口径同 buildKFZScore：taskListByEIdsAndDate 范围剔除 closed/cancel）与团队口径 examineTime
+     * （fillTeamExamine 人均达标工时：成员集合不变则人均值相同，KFZ 全员同值）。
+     * 跳过与图表无关的岗位分流算分、bug/文档/审批明细等查询。对外结果口径不变，仅裁剪计算范围。
+     *
+     * @param pids            产品集下产品 id 列表（调用方已查，避免月度循环内重复查询）
+     * @param firstDayOfMonth 当月首日
+     * @param lastDayOfMonth  当月末日
+     * @param d               月份（达标工时按该月工作天数计算，与原 countQo.date=firstDayOfMonth 同月）
+     * @param needExamine     false 时跳过团队达标工时计算（bugBarChart 只用 allocationTime）
+     * @return KFZ 成员 account → [allocationTime, examineTime]
+     */
+    private Map<String, BigDecimal[]> kfzMonthTimesLite(List<Integer> pids, Date firstDayOfMonth, Date lastDayOfMonth, Date d, boolean needExamine) {
+        Map<String, BigDecimal[]> result = new HashMap<>();
+        //成员集合口径与 newPerformanceCount 一致：产品→项目→当月窗口内执行→执行团队账号
+        List<ZtProjectproduct> projectproducts = this.projectproductService.list(new QueryWrapper<ZtProjectproduct>().lambda()
+                .in(ZtProjectproduct::getProduct, pids));
+        if (CollectionUtils.isEmpty(projectproducts)) {
+            return result;
+        }
+        List<ZtProject> ztProjects = this.projectService.getExecutionsListByProjectAndDate(
+                projectproducts.stream().map(ZtProjectproduct::getProject).collect(Collectors.toList()), firstDayOfMonth, lastDayOfMonth);
+        if (CollectionUtils.isEmpty(ztProjects)) {
+            return result;
+        }
+        List<ZtTeam> teams = this.teamService.list(new QueryWrapper<ZtTeam>().lambda().eq(ZtTeam::getType, "execution")
+                .in(ZtTeam::getRoot, ztProjects.stream().map(ZtProject::getId).collect(Collectors.toList())));
+        List<String> accountIds = teams.stream().map(ZtTeam::getAccount).distinct().collect(Collectors.toList());
+        if (CollectionUtils.isEmpty(accountIds)) {
+            return result;
+        }
+        Map<String, ZtUser> userMap = this.userService.userMapByIds(accountIds);
+        //分配工时：按指派人预分组（剔除 closed/cancel 与空指派，替代逐用户全表 filter）
+        Map<String, List<ZtTask>> tasksByAssignee = this.taskService.getNormalTaskList(
+                        this.taskService.taskListByEIdsAndDate(firstDayOfMonth, lastDayOfMonth, pids))
+                .stream().filter(o -> !StringUtils.isEmpty(o.getAssignedTo()))
+                .collect(Collectors.groupingBy(ZtTask::getAssignedTo));
+        //团队口径人均达标工时：公式与 fillTeamExamine 完全一致；请假数据按姓名一次批量查出再分组（原逐人逐月跨库查询）
+        BigDecimal perCapita = BigDecimal.ZERO;
+        if (needExamine) {
+            List<ZtUser> devs = accountIds.stream().map(userMap::get)
+                    .filter(o -> o != null && o.getUserType() == UserType.KFZ && !"1".equals(o.getDeleted()))
+                    .collect(Collectors.toList());
+            if (!devs.isEmpty()) {
+                Map<String, List<ItApproval>> approvalsByName = this.taskService.itApprovalsByNames(
+                                devs.stream().map(ZtUser::getNickname).collect(Collectors.toList()), firstDayOfMonth, lastDayOfMonth)
+                        .stream().collect(Collectors.groupingBy(ItApproval::getName));
+                BigDecimal teamLeaveHours = BigDecimal.ZERO;
+                for (ZtUser dev : devs) {
+                    BigDecimal hours = getApprovalTime(approvalsByName.getOrDefault(dev.getNickname(), Collections.emptyList()), d);
+                    if (hours != null) {
+                        teamLeaveHours = teamLeaveHours.add(hours);
+                    }
+                }
+                int workDays = DateUtils.getWorkDaysInCurrentMonth(d);
+                // 团队总工作天数 = 工作天数×人数 − 团队请假折算天数(请假小时÷8)；写死产品（如飞侠车服）基数用写死总工时÷5折算
+                BigDecimal teamLeaveDays = teamLeaveHours.divide(BigDecimal.valueOf(8), 2, BigDecimal.ROUND_HALF_UP);
+                BigDecimal teamDays;
+                BigDecimal fixedTeamTime = fixedTeamMonthTime(accountIds, firstDayOfMonth, lastDayOfMonth);
+                if (fixedTeamTime != null) {
+                    teamDays = fixedTeamTime.divide(BigDecimal.valueOf(5), 2, BigDecimal.ROUND_HALF_UP).subtract(teamLeaveDays);
+                } else {
+                    teamDays = BigDecimal.valueOf((long) workDays * devs.size()).subtract(teamLeaveDays);
+                }
+                BigDecimal teamTargetTime = teamDays.multiply(BigDecimal.valueOf(5));
+                perCapita = teamTargetTime.divide(BigDecimal.valueOf(devs.size()), 2, BigDecimal.ROUND_HALF_UP);
+            }
+        }
+        for (String account : accountIds) {
+            ZtUser u = userMap.get(account);
+            if (u == null || u.getUserType() != UserType.KFZ) {
+                continue;
+            }
+            BigDecimal allocation = floatBatchAdd(tasksByAssignee.getOrDefault(account, Collections.emptyList())
+                    .stream().map(ZtTask::getEstimate).collect(Collectors.toList()));
+            result.put(account, new BigDecimal[]{allocation, perCapita});
+        }
+        return result;
+    }
+
     public Map<String, Object> storyBarChart(ZtProjectQo qo) {
         Integer id = qo.getId();
         Map<String, Object> map = new HashMap<>();
@@ -2799,6 +3220,8 @@ public class IZtCountService {
         List<ZtStory> list = this.storyService.list(new QueryWrapper<ZtStory>().lambda().in(ZtStory::getProduct, pIds)
                 .ge(ZtStory::getEndDate, start).le(ZtStory::getEndDate, end));
 
+        //全部产品 id（多部门成员实绩工时池范围）提出月度循环：原每月调用一次，登录态不变则值不变
+        List<Integer> allProductIds = null;
         for (int i = 0; i < 6; i++) {
             Date d = DateUtils.dateSubMonth(date, i);
 
@@ -2819,37 +3242,43 @@ public class IZtCountService {
             }
             JSONObject obj = new JSONObject();
             obj.put("storyCount", sList.size());
-            //工作饱和度  分配工时 / 达标工时
-            ZtCountQo countQo = new ZtCountQo();
-            countQo.setProject(id);
-            countQo.setDate(firstDayOfMonth);
-            List<PerformanceDTO> performanceDTOS = this.newPerformanceCount(countQo);
+            //工作饱和度  分配工时 / 达标工时（轻量口径 kfzMonthTimesLite，结果与 newPerformanceCount 路径一致）
+            Map<String, BigDecimal[]> kfzTimes = kfzMonthTimesLite(pIds, firstDayOfMonth, lastDayOfMonth, firstDayOfMonth, true);
             BigDecimal examineTime = BigDecimal.ZERO;
             BigDecimal allocationTime = BigDecimal.ZERO;
-            Map<String, ZtUser> userMap = this.userService.userMapByIds(null);
             List multipleUserList = getmultipleDepartProjectTeam(firstDayOfMonth, lastDayOfMonth);
-            //分配总工时
-            List<ZtTask> taskList = this.taskService.taskListByCondition(firstDayOfMonth, lastDayOfMonth, this.projectService.allProductList(),multipleUserList);
-
-
-
-            for (PerformanceDTO performanceDTO : performanceDTOS) {
-                ZtUser ztUser = userMap.get(performanceDTO.getAccount());
-                if (ztUser != null && ztUser.getUserType() == UserType.KFZ) {
-                    BigDecimal totalTime = floatBatchAdd(this.taskService.getNormalTaskList(taskList.stream().filter(o->o.getAssignedTo().equals(ztUser.getAccount())).collect(Collectors.toList())).stream().map(o -> o.getConsumed()).collect(Collectors.toList()));
-
-                    if(multipleUserList.contains(ztUser.getAccount())){
-                        examineTime =
-                                examineTime.add(
-                                        (BigDecimalUtils.isZero(performanceDTO.getAllocationTime())||BigDecimalUtils.isZero(totalTime))?BigDecimal.ZERO:
-                                                (performanceDTO.getAllocationTime().divide(totalTime,2,BigDecimal.ROUND_HALF_UP))
-                                                        .multiply(performanceDTO.getExamineTime())
-                                );
-                    }else{
-                        examineTime = examineTime.add(performanceDTO.getExamineTime());
-                    }
-                    allocationTime = allocationTime.add(performanceDTO.getAllocationTime());
+            //多部门成员当月实绩工时：按指派人预分组汇总（原逐用户 filter 全表；allProductList 提出循环按需取一次）
+            Map<String, BigDecimal> consumedByUser = new HashMap<>();
+            if (!CollectionUtils.isEmpty(multipleUserList)) {
+                if (allProductIds == null) {
+                    allProductIds = this.projectService.allProductList();
                 }
+                List<ZtTask> monthConsumedTasks = this.taskService.taskListByCondition(firstDayOfMonth, lastDayOfMonth, allProductIds, multipleUserList);
+                for (ZtTask t : this.taskService.getNormalTaskList(monthConsumedTasks)) {
+                    if (StringUtils.isEmpty(t.getAssignedTo()) || t.getConsumed() == null) {
+                        continue;
+                    }
+                    consumedByUser.merge(t.getAssignedTo(), BigDecimal.valueOf(t.getConsumed()), BigDecimal::add);
+                }
+            }
+
+            for (Map.Entry<String, BigDecimal[]> e : kfzTimes.entrySet()) {
+                String account = e.getKey();
+                BigDecimal alloc = e.getValue()[0];
+                BigDecimal examine = e.getValue()[1];
+                if (multipleUserList.contains(account)) {
+                    //与 floatBatchAdd 口径一致：累加后统一保留两位再参与除法
+                    BigDecimal totalTime = consumedByUser.getOrDefault(account, BigDecimal.ZERO).setScale(2, BigDecimal.ROUND_HALF_UP);
+                    examineTime =
+                            examineTime.add(
+                                    (BigDecimalUtils.isZero(alloc) || BigDecimalUtils.isZero(totalTime)) ? BigDecimal.ZERO :
+                                            (alloc.divide(totalTime, 2, BigDecimal.ROUND_HALF_UP))
+                                                    .multiply(examine)
+                            );
+                } else {
+                    examineTime = examineTime.add(examine);
+                }
+                allocationTime = allocationTime.add(alloc);
             }
             obj.put("storyTime", BigDecimalUtils.isZero(examineTime) ? 0 : allocationTime.divide(examineTime, 2, BigDecimal.ROUND_UP));
             map.put(DateUtils.formatDate(d, "yyyy-MM"), obj);
@@ -2908,24 +3337,11 @@ public class IZtCountService {
             JSONObject obj = new JSONObject();
             //bug密度  = bug数量 /分配工时
             List<ZtBug> devBugList = bugList.stream().filter(o -> o.getBugType().equals("dev")).collect(Collectors.toList());
-            //分配工时
-//            BigDecimal estimateAll = floatBatchAdd(taskList.stream().map(o -> o.getEstimate()).collect(Collectors.toList()));
-            ZtCountQo countQo = new ZtCountQo();
-            countQo.setProject(id);
-            countQo.setDate(firstDayOfMonth);
-            List<PerformanceDTO> performanceDTOS = this.newPerformanceCount(countQo);
+            //分配总工时（轻量口径 kfzMonthTimesLite，结果与 newPerformanceCount 路径一致；本图不用达标工时，跳过团队请假计算）
+            Map<String, BigDecimal[]> kfzTimes = kfzMonthTimesLite(pIds, firstDayOfMonth, lastDayOfMonth, firstDayOfMonth, false);
             BigDecimal allocationTime = BigDecimal.ZERO;
-            Map<String, ZtUser> userMap = this.userService.userMapByIds(null);
-            //分配总工时
-
-
-
-            for (PerformanceDTO performanceDTO : performanceDTOS) {
-                ZtUser ztUser = userMap.get(performanceDTO.getAccount());
-                if (ztUser != null && ztUser.getUserType() == UserType.KFZ) {
-
-                    allocationTime = allocationTime.add(performanceDTO.getAllocationTime());
-                }
+            for (BigDecimal[] v : kfzTimes.values()) {
+                allocationTime = allocationTime.add(v[0]);
             }
 
             BigDecimal density = BigDecimalUtils.isZero(allocationTime) ? BigDecimal.valueOf(devBugList.size()) : BigDecimal.valueOf(devBugList.size()).divide(allocationTime, 2, BigDecimal.ROUND_HALF_UP);
@@ -3070,6 +3486,95 @@ public class IZtCountService {
     }
 
 
+    /**
+     * 工作量指标完成率（FR-012 三期）
+     * 已锁口径：完成率 = Σ(zt_story_month_workload 当月 workload 增量) ÷ (团队可用工作天数×5)；
+     * 团队可用工作天数 = 当月工作天数 × 产出方人数（参照 workDetailsCount 团队解析，测试人员不计入产出方）
+     * @param month 月份 yyyy-MM（空则当月）
+     * @param projectId 产品集ID（zt_product.program，同 workDetailsCount 的 project 入参）
+     */
+    public Map<String, Object> workloadRate(String month, Integer projectId) {
+        if (projectId == null) {
+            throw new BusinessException("projectId 不能为空");
+        }
+        Date d = new Date();
+        if (!StringUtils.isEmpty(month)) {
+            String[] parts = month.split("-");
+            Calendar calendar = Calendar.getInstance();
+            calendar.clear();
+            calendar.set(Integer.parseInt(parts[0]), Integer.parseInt(parts[1]) - 1, 1);
+            d = calendar.getTime();
+        }
+        String monthStr = DateUtils.formatDate(d, "yyyy-MM");
+        Date firstDayOfMonth = DateUtils.getFirstDayOfMonth(d);
+        Date lastDayOfMonth = DateUtils.getLastDayOfMonth(d);
+
+        Map<String, Object> result = new HashMap<>();
+        result.put("month", monthStr);
+        result.put("projectId", projectId);
+
+        //产品集 → 产品（同 workDetailsCount 口径）
+        List<ZtProduct> productList = this.productService.list(new QueryWrapper<ZtProduct>().lambda().eq(ZtProduct::getProgram, projectId));
+        if (CollectionUtils.isEmpty(productList)) {
+            result.put("rate", BigDecimal.ZERO);
+            result.put("remark", "产品集下无产品");
+            return result;
+        }
+        List<Integer> pids = productList.stream().map(o -> o.getId()).collect(Collectors.toList());
+        List<ZtProjectproduct> projectproducts = this.projectproductService.list(new QueryWrapper<ZtProjectproduct>().lambda()
+                .in(ZtProjectproduct::getProduct, pids));
+        if (CollectionUtils.isEmpty(projectproducts)) {
+            result.put("rate", BigDecimal.ZERO);
+            result.put("remark", "产品下无项目");
+            return result;
+        }
+        List<ZtProject> ztProjects = this.projectService.getExecutionsListByProjectAndDate(
+                projectproducts.stream().map(o -> o.getProject()).collect(Collectors.toList()), firstDayOfMonth, lastDayOfMonth);
+        if (CollectionUtils.isEmpty(ztProjects)) {
+            result.put("rate", BigDecimal.ZERO);
+            result.put("remark", "当月无迭代");
+            return result;
+        }
+        List<ZtTeam> teamList = this.teamService.list(new QueryWrapper<ZtTeam>().lambda().eq(ZtTeam::getType, "execution")
+                .in(ZtTeam::getRoot, ztProjects.stream().map(o -> o.getId()).collect(Collectors.toList())));
+        if (CollectionUtils.isEmpty(teamList)) {
+            result.put("rate", BigDecimal.ZERO);
+            result.put("remark", "迭代下无团队成员");
+            return result;
+        }
+        List<ZtUser> userList = this.userService.list(new QueryWrapper<ZtUser>().lambda()
+                .in(ZtUser::getAccount, teamList.stream().map(o -> o.getAccount()).collect(Collectors.toList())));
+        //测试人员不计入产出方
+        long producerCount = userList.stream().filter(o -> o.getUserType() != UserType.CS).count();
+
+        //当月 workload 增量合计（zt_story_month_workload.workload_index 列即当月增量）
+        List<ZtStory> storyList = this.storyService.list(new QueryWrapper<ZtStory>().lambda()
+                .select(ZtStory::getId).in(ZtStory::getProduct, pids));
+        BigDecimal totalWorkload = BigDecimal.ZERO;
+        if (!CollectionUtils.isEmpty(storyList)) {
+            List<ZtStoryMonthWorkload> workloadList = this.storyMonthWorkloadService.list(new QueryWrapper<ZtStoryMonthWorkload>().lambda()
+                    .eq(ZtStoryMonthWorkload::getTime, monthStr)
+                    .in(ZtStoryMonthWorkload::getStoryId, storyList.stream().map(o -> o.getId()).collect(Collectors.toList())));
+            for (ZtStoryMonthWorkload workload : workloadList) {
+                if (workload.getWorkloadIndex() != null) {
+                    totalWorkload = totalWorkload.add(workload.getWorkloadIndex());
+                }
+            }
+        }
+
+        int workDays = DateUtils.getWorkDaysInCurrentMonth(d);
+        BigDecimal denominator = BigDecimal.valueOf((long) workDays * 5L * Math.max(producerCount, 1));
+        BigDecimal rate = producerCount == 0 ? BigDecimal.ZERO
+                : totalWorkload.multiply(BigDecimal.valueOf(100)).divide(denominator, 2, BigDecimal.ROUND_HALF_UP);
+
+        result.put("totalWorkload", totalWorkload);
+        result.put("workDays", workDays);
+        result.put("producerCount", producerCount);
+        result.put("rate", rate);
+        return result;
+    }
+
+
 }
 
 
diff --git a/src/main/java/com/sa/zentao/service/impl/ZtBugServiceImpl.java b/src/main/java/com/sa/zentao/service/impl/ZtBugServiceImpl.java
index 6a5630b..948191f 100644
--- a/src/main/java/com/sa/zentao/service/impl/ZtBugServiceImpl.java
+++ b/src/main/java/com/sa/zentao/service/impl/ZtBugServiceImpl.java
@@ -526,7 +526,8 @@ public class ZtBugServiceImpl extends ServiceImpl<ZtBugMapper, ZtBug> implements
             ztBugs = this.baseMapper.selectList(new QueryWrapper<ZtBug>().lambda().eq(ZtBug::getTask, task));
         }
         if(story!=null&&story!=0){
-            ztBugs = this.baseMapper.selectList(new QueryWrapper<ZtBug>().lambda().eq(ZtBug::getStory, story));
+            //CHG-067：入参是 toStory 的需求ID，关联查询应打 toStory 列（story 列全库未用）
+            ztBugs = this.baseMapper.selectList(new QueryWrapper<ZtBug>().lambda().eq(ZtBug::getTostory, story));
         }
         List<ZtBugDTO> ztBugDTOS =new ArrayList<>();
         if(!CollectionUtils.isEmpty(ztBugs)){
diff --git a/src/main/java/com/sa/zentao/service/impl/ZtDocCheckServiceImpl.java b/src/main/java/com/sa/zentao/service/impl/ZtDocCheckServiceImpl.java
new file mode 100644
index 0000000..87dcee0
--- /dev/null
+++ b/src/main/java/com/sa/zentao/service/impl/ZtDocCheckServiceImpl.java
@@ -0,0 +1,464 @@
+package com.sa.zentao.service.impl;
+
+import com.alibaba.fastjson.JSON;
+import com.alibaba.fastjson.JSONArray;
+import com.alibaba.fastjson.JSONObject;
+import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
+import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
+import com.baomidou.mybatisplus.extension.service.impl.ServiceImpl;
+import com.sa.zentao.dao.BusinessException;
+import com.sa.zentao.entity.ZtCase;
+import com.sa.zentao.entity.ZtDocCheck;
+import com.sa.zentao.entity.ZtFile;
+import com.sa.zentao.entity.ZtMonthScore;
+import com.sa.zentao.entity.ZtStory;
+import com.sa.zentao.entity.ZtStoryExpand;
+import com.sa.zentao.entity.ZtStoryMonthWorkload;
+import com.sa.zentao.mapper.ZtDocCheckMapper;
+import com.sa.zentao.service.IZtCaseService;
+import com.sa.zentao.service.IZtDocCheckService;
+import com.sa.zentao.service.IZtFileService;
+import com.sa.zentao.service.IZtMonthScoreService;
+import com.sa.zentao.service.IZtStoryExpandService;
+import com.sa.zentao.service.IZtStoryMonthWorkloadService;
+import com.sa.zentao.service.IZtStoryService;
+import lombok.extern.slf4j.Slf4j;
+import org.apache.commons.lang3.StringUtils;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.stereotype.Service;
+import org.springframework.transaction.annotation.Transactional;
+import org.springframework.util.CollectionUtils;
+
+import java.math.BigDecimal;
+import java.util.ArrayList;
+import java.util.Arrays;
+import java.util.Date;
+import java.util.HashMap;
+import java.util.HashSet;
+import java.util.List;
+import java.util.Map;
+import java.util.Set;
+import java.util.stream.Collectors;
+
+/**
+ * <p>
+ *  大型需求文档齐备核查 服务实现类（FR-014 三期）
+ *  大型需求 = zt_story_expand.workload_index > 20 且当月有完成度变化（zt_story_month_workload.time=month）
+ *  五类文档判定源：
+ *    《需求测试用例》=zt_case(story 关联存在)；《需求测试报告》=zt_file(testReportSubmit)；
+ *    《AI代码审查报告》=zt_file(aiCodeReview)；《AI工作日志》=zt_file(aiWorkLog)；
+ *    《AI项目文档更新记录》=zt_file(aiWorkLog) 且 extra/title 含 doc_update（宽松匹配）
+ *  扣分 = 缺失数×2，合并写 zt_month_score.scopeJson 的 docCheck 节点（account+dateStr 维度）
+ * </p>
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+@Service
+@Slf4j
+public class ZtDocCheckServiceImpl extends ServiceImpl<ZtDocCheckMapper, ZtDocCheck> implements IZtDocCheckService {
+
+    /** 《需求测试用例》 */
+    public static final String DOC_TEST_CASE = "testCase";
+    /** 《需求测试报告》（判定源 zt_file objectType=testReportSubmit） */
+    public static final String DOC_TEST_REPORT = "testReport";
+    /** 《AI代码审查报告》 */
+    public static final String DOC_AI_CODE_REVIEW = "aiCodeReview";
+    /** 《AI工作日志》 */
+    public static final String DOC_AI_WORK_LOG = "aiWorkLog";
+    /** 《AI项目文档更新记录》（zt_file(aiWorkLog) 中 doc_update 类内容） */
+    public static final String DOC_DOC_UPDATE = "docUpdate";
+
+    public static final List<String> DOC_TYPES = Arrays.asList(
+            DOC_TEST_CASE, DOC_TEST_REPORT, DOC_AI_CODE_REVIEW, DOC_AI_WORK_LOG, DOC_DOC_UPDATE);
+
+    /** 大型需求阈值：AI 评估工作量指数 > 20 */
+    public static final BigDecimal LARGE_WORKLOAD_INDEX = new BigDecimal("20");
+
+    /** 每缺失一份扣分 */
+    public static final int DEDUCT_PER_MISSING = 2;
+
+    /** 系统写入人 */
+    private static final String SYSTEM_USER = "system";
+
+    @Autowired
+    private IZtStoryExpandService storyExpandService;
+    @Autowired
+    private IZtStoryMonthWorkloadService storyMonthWorkloadService;
+    @Autowired
+    private IZtStoryService storyService;
+    @Autowired
+    private IZtCaseService caseService;
+    @Autowired
+    private IZtFileService fileService;
+    @Autowired
+    private IZtMonthScoreService monthScoreService;
+
+    @Override
+    @Transactional(rollbackFor = Exception.class)
+    public Map<String, Object> generateMonthSnapshot(String month) {
+        if (StringUtils.isEmpty(month)) {
+            throw new BusinessException("月份不能为空");
+        }
+        List<Integer> storyIds = listLargeStoryIds(month);
+        Date now = new Date();
+        int checkRows = 0;
+        for (Integer storyId : storyIds) {
+            for (String docType : DOC_TYPES) {
+                ZtDocCheck row = checkOne(storyId, month, docType, now);
+                upsertRow(row);
+                checkRows++;
+            }
+        }
+        // 按责任人（zt_story.assignedTo）归集缺失扣分
+        Map<String, BigDecimal> deductByAccount = new HashMap<>();
+        if (!CollectionUtils.isEmpty(storyIds)) {
+            List<ZtDocCheck> rows = this.list(new QueryWrapper<ZtDocCheck>().lambda()
+                    .eq(ZtDocCheck::getMonth, month).in(ZtDocCheck::getStoryId, storyIds));
+            List<ZtStory> stories = storyService.listByIds(storyIds);
+            Map<Integer, ZtStory> storyMap = stories.stream().collect(Collectors.toMap(ZtStory::getId, o -> o, (a, b) -> a));
+            Set<String> accounts = new HashSet<>();
+            for (ZtStory story : stories) {
+                if (StringUtils.isNotEmpty(story.getAssignedTo())) {
+                    accounts.add(story.getAssignedTo());
+                }
+            }
+            for (String account : accounts) {
+                BigDecimal deduct = writeAccountDocCheckNode(account, month, rows, storyMap);
+                deductByAccount.put(account, deduct);
+            }
+        }
+        Map<String, Object> result = new HashMap<>();
+        result.put("month", month);
+        result.put("storyCount", storyIds.size());
+        result.put("checkRows", checkRows);
+        result.put("deductByAccount", deductByAccount);
+        return result;
+    }
+
+    @Override
+    @Transactional(rollbackFor = Exception.class)
+    public void appeal(Integer storyId, String month, String docType, String reason) {
+        if (storyId == null || StringUtils.isEmpty(month) || StringUtils.isEmpty(docType)) {
+            throw new BusinessException("storyId/month/docType 不能为空");
+        }
+        if (StringUtils.isEmpty(reason)) {
+            throw new BusinessException("申诉理由不能为空");
+        }
+        ZtDocCheck row = getRow(storyId, month, docType);
+        if (row == null) {
+            throw new BusinessException("核查记录不存在，请先生成当月快照");
+        }
+        if (row.getPresent() != null && row.getPresent() == 1) {
+            throw new BusinessException("该文档已齐备，无需申诉");
+        }
+        if (!ZtDocCheck.STATUS_PENDING.equals(row.getStatus())) {
+            throw new BusinessException("当前状态不可申诉（仅待确认记录可申诉）");
+        }
+        row.setStatus(ZtDocCheck.STATUS_APPEALING);
+        row.setAppealReason(reason);
+        row.setUpdateTime(new Date());
+        this.updateById(row);
+    }
+
+    @Override
+    @Transactional(rollbackFor = Exception.class)
+    public void resolveAppeal(Integer storyId, String month, String docType, boolean pass, String remark) {
+        if (storyId == null || StringUtils.isEmpty(month) || StringUtils.isEmpty(docType)) {
+            throw new BusinessException("storyId/month/docType 不能为空");
+        }
+        ZtDocCheck row = getRow(storyId, month, docType);
+        if (row == null) {
+            throw new BusinessException("核查记录不存在");
+        }
+        if (!ZtDocCheck.STATUS_APPEALING.equals(row.getStatus())) {
+            throw new BusinessException("仅申诉中记录可复核");
+        }
+        row.setStatus(ZtDocCheck.STATUS_RESOLVED);
+        row.setAppealResult(pass ? ZtDocCheck.APPEAL_PASS : ZtDocCheck.APPEAL_REJECT);
+        row.setResolveRemark(remark);
+        row.setUpdateTime(new Date());
+        this.updateById(row);
+        // 复核通过 → 回滚该账号当月 docCheck 扣分（重算责任人维度缺失）
+        ZtStory story = storyService.getById(storyId);
+        if (story != null && StringUtils.isNotEmpty(story.getAssignedTo())) {
+            recomputeAccountDeduction(story.getAssignedTo(), month);
+        }
+    }
+
+    @Override
+    public List<ZtDocCheck> listMonthRows(String month) {
+        if (StringUtils.isEmpty(month)) {
+            return new ArrayList<>();
+        }
+        return this.list(new QueryWrapper<ZtDocCheck>().lambda().eq(ZtDocCheck::getMonth, month));
+    }
+
+    @Override
+    public List<Map<String, Object>> listMatrix(String month) {
+        List<ZtDocCheck> rows = listMonthRows(month);
+        Map<Integer, List<ZtDocCheck>> byStory = rows.stream().collect(Collectors.groupingBy(ZtDocCheck::getStoryId));
+        List<Map<String, Object>> result = new ArrayList<>();
+        if (byStory.isEmpty()) {
+            return result;
+        }
+        List<ZtStory> stories = storyService.listByIds(byStory.keySet());
+        Map<Integer, String> titleMap = stories.stream()
+                .collect(Collectors.toMap(ZtStory::getId, ZtStory::getTitle, (a, b) -> a));
+        Map<Integer, String> wiMap = new HashMap<>();
+        for (ZtStoryExpand e : storyExpandService.list(
+                new QueryWrapper<ZtStoryExpand>().lambda().in(ZtStoryExpand::getStoryId, byStory.keySet()))) {
+            wiMap.put(e.getStoryId(), e.getWorkloadIndex());
+        }
+        for (Map.Entry<Integer, List<ZtDocCheck>> en : byStory.entrySet()) {
+            Map<String, Object> row = new HashMap<>();
+            Map<String, Integer> docs = new HashMap<>();
+            int missing = 0;
+            String status = null;
+            String appealStatus = null;
+            for (ZtDocCheck c : en.getValue()) {
+                int present = (c.getPresent() != null && c.getPresent() == 1) ? 1 : 0;
+                docs.put(c.getDocType(), present);
+                if (present == 0 && c.countsAsMissing()) {
+                    missing++;
+                }
+                if (StringUtils.isNotEmpty(c.getStatus())) {
+                    status = c.getStatus();
+                }
+                if (StringUtils.isNotEmpty(c.getAppealResult())) {
+                    appealStatus = c.getAppealResult();
+                } else if (StringUtils.isNotEmpty(c.getAppealReason())) {
+                    appealStatus = "appealing";
+                }
+            }
+            row.put("storyId", en.getKey());
+            row.put("title", titleMap.get(en.getKey()));
+            row.put("workloadIndex", wiMap.get(en.getKey()));
+            row.put("docs", docs);
+            row.put("deduct", missing * DEDUCT_PER_MISSING);
+            row.put("status", status);
+            row.put("appealStatus", appealStatus);
+            result.add(row);
+        }
+        return result;
+    }
+
+    @Override
+    @Transactional(rollbackFor = Exception.class)
+    public void confirmMonth(String month) {
+        if (StringUtils.isEmpty(month)) {
+            throw new BusinessException("月份不能为空");
+        }
+        List<ZtDocCheck> rows = listMonthRows(month);
+        for (ZtDocCheck c : rows) {
+            c.setStatus("CONFIRMED");
+        }
+        if (!rows.isEmpty()) {
+            this.updateBatchById(rows);
+        }
+    }
+
+    /**
+     * 大型需求 = workload_index>20 且当月有完成度变化
+     */
+    public List<Integer> listLargeStoryIds(String month) {
+        List<ZtStoryMonthWorkload> monthRecords = storyMonthWorkloadService.list(
+                new QueryWrapper<ZtStoryMonthWorkload>().lambda().eq(ZtStoryMonthWorkload::getTime, month));
+        if (CollectionUtils.isEmpty(monthRecords)) {
+            return new ArrayList<>();
+        }
+        Set<Integer> monthStoryIds = monthRecords.stream().map(ZtStoryMonthWorkload::getStoryId).collect(Collectors.toSet());
+        List<ZtStoryExpand> expands = storyExpandService.list(
+                new QueryWrapper<ZtStoryExpand>().lambda().in(ZtStoryExpand::getStoryId, monthStoryIds));
+        List<Integer> storyIds = new ArrayList<>();
+        for (ZtStoryExpand expand : expands) {
+            BigDecimal workloadIndex = parseWorkloadIndex(expand.getWorkloadIndex());
+            if (workloadIndex != null && workloadIndex.compareTo(LARGE_WORKLOAD_INDEX) > 0) {
+                storyIds.add(expand.getStoryId());
+            }
+        }
+        return storyIds;
+    }
+
+    private BigDecimal parseWorkloadIndex(String workloadIndex) {
+        if (StringUtils.isEmpty(workloadIndex) || StringUtils.isEmpty(workloadIndex.trim())) {
+            return null;
+        }
+        try {
+            return new BigDecimal(workloadIndex.trim());
+        } catch (NumberFormatException e) {
+            return null;
+        }
+    }
+
+    /**
+     * 单需求单文档类型五路判定
+     */
+    private ZtDocCheck checkOne(Integer storyId, String month, String docType, Date now) {
+        boolean present;
+        String detail;
+        switch (docType) {
+            case DOC_TEST_CASE: {
+                long count = caseService.count(new QueryWrapper<ZtCase>().lambda().eq(ZtCase::getStory, storyId));
+                present = count > 0;
+                detail = present ? "zt_case 关联用例 " + count + " 条" : "zt_case 无关联用例";
+                break;
+            }
+            case DOC_TEST_REPORT: {
+                long count = countFile(storyId, "testReportSubmit", false);
+                present = count > 0;
+                detail = present ? "zt_file(testReportSubmit) " + count + " 份" : "zt_file(testReportSubmit) 无附件";
+                break;
+            }
+            case DOC_AI_CODE_REVIEW: {
+                long count = countFile(storyId, "aiCodeReview", false);
+                present = count > 0;
+                detail = present ? "zt_file(aiCodeReview) " + count + " 份" : "zt_file(aiCodeReview) 无附件";
+                break;
+            }
+            case DOC_AI_WORK_LOG: {
+                long count = countFile(storyId, "aiWorkLog", false);
+                present = count > 0;
+                detail = present ? "zt_file(aiWorkLog) " + count + " 份" : "zt_file(aiWorkLog) 无附件";
+                break;
+            }
+            case DOC_DOC_UPDATE: {
+                //CHG-046 《AI项目文档更新记录》改独立通道 zt_file(aiDocUpdate)（原 aiWorkLog 的 doc_update 类从未产出，已废弃）
+                long count = countFile(storyId, "aiDocUpdate", false);
+                present = count > 0;
+                detail = present ? "zt_file(aiDocUpdate) " + count + " 份" : "zt_file(aiDocUpdate) 无附件";
+                break;
+            }
+            default:
+                throw new BusinessException("未知文档类型：" + docType);
+        }
+        ZtDocCheck row = new ZtDocCheck();
+        row.setStoryId(storyId);
+        row.setMonth(month);
+        row.setDocType(docType);
+        row.setPresent(present ? 1 : 0);
+        row.setDetail(detail);
+        row.setStatus(ZtDocCheck.STATUS_PENDING);
+        row.setCheckTime(now);
+        return row;
+    }
+
+    /**
+     * zt_file 附件计数（未删除；docUpdate 类要求 extra/title 含 doc_update，宽松匹配）
+     */
+    private long countFile(Integer storyId, String objectType, boolean docUpdateOnly) {
+        LambdaQueryWrapper<ZtFile> wrapper = new QueryWrapper<ZtFile>().lambda()
+                .eq(ZtFile::getObjecttype, objectType)
+                .eq(ZtFile::getObjectid, storyId)
+                .and(w -> w.isNull(ZtFile::getDeleted).or().eq(ZtFile::getDeleted, "0"));
+        if (docUpdateOnly) {
+            wrapper.and(w -> w.like(ZtFile::getExtra, "doc_update").or().like(ZtFile::getTitle, "doc_update"));
+        }
+        return fileService.count(wrapper);
+    }
+
+    /**
+     * 按 uk_story_month_doc 覆盖写入；申诉中/已复核记录保留状态，仅刷新判定结果
+     */
+    private void upsertRow(ZtDocCheck row) {
+        ZtDocCheck exist = getRow(row.getStoryId(), row.getMonth(), row.getDocType());
+        if (exist == null) {
+            row.setCreateTime(new Date());
+            row.setUpdateTime(new Date());
+            this.save(row);
+            return;
+        }
+        exist.setPresent(row.getPresent());
+        exist.setDetail(row.getDetail());
+        exist.setCheckTime(row.getCheckTime());
+        exist.setUpdateTime(new Date());
+        this.updateById(exist);
+    }
+
+    private ZtDocCheck getRow(Integer storyId, String month, String docType) {
+        return this.getOne(new QueryWrapper<ZtDocCheck>().lambda()
+                .eq(ZtDocCheck::getStoryId, storyId)
+                .eq(ZtDocCheck::getMonth, month)
+                .eq(ZtDocCheck::getDocType, docType)
+                .last("LIMIT 1"));
+    }
+
+    /**
+     * 重算某账号当月的 docCheck 扣分节点（申诉复核通过后回滚用）
+     */
+    private void recomputeAccountDeduction(String account, String month) {
+        List<ZtDocCheck> rows = listMonthRows(month);
+        if (CollectionUtils.isEmpty(rows)) {
+            return;
+        }
+        Set<Integer> storyIds = rows.stream().map(ZtDocCheck::getStoryId).collect(Collectors.toSet());
+        List<ZtStory> stories = storyService.listByIds(storyIds);
+        Map<Integer, ZtStory> storyMap = stories.stream().collect(Collectors.toMap(ZtStory::getId, o -> o, (a, b) -> a));
+        writeAccountDocCheckNode(account, month, rows, storyMap);
+    }
+
+    /**
+     * 合并写 zt_month_score.scopeJson 的 docCheck 节点（account+dateStr 维度，保留已有明细）
+     * @return 本次缺失扣分
+     */
+    private BigDecimal writeAccountDocCheckNode(String account, String month, List<ZtDocCheck> rows, Map<Integer, ZtStory> storyMap) {
+        List<ZtDocCheck> mine = rows.stream()
+                .filter(o -> {
+                    ZtStory story = storyMap.get(o.getStoryId());
+                    return story != null && account.equals(story.getAssignedTo());
+                })
+                .collect(Collectors.toList());
+        List<ZtDocCheck> missing = mine.stream().filter(ZtDocCheck::countsAsMissing).collect(Collectors.toList());
+        BigDecimal deduct = BigDecimal.valueOf((long) missing.size() * DEDUCT_PER_MISSING);
+
+        JSONObject docCheck = new JSONObject();
+        docCheck.put("month", month);
+        docCheck.put("missingCount", missing.size());
+        docCheck.put("deductScore", deduct);
+        docCheck.put("deductPerMissing", DEDUCT_PER_MISSING);
+        JSONArray items = new JSONArray();
+        for (ZtDocCheck row : missing) {
+            JSONObject item = new JSONObject();
+            item.put("storyId", row.getStoryId());
+            item.put("docType", row.getDocType());
+            item.put("detail", row.getDetail());
+            items.add(item);
+        }
+        docCheck.put("items", items);
+
+        ZtMonthScore monthScore = monthScoreService.getOne(new QueryWrapper<ZtMonthScore>().lambda()
+                .eq(ZtMonthScore::getAccount, account)
+                .eq(ZtMonthScore::getDateStr, month)
+                .last("LIMIT 1"));
+        Date now = new Date();
+        if (monthScore == null) {
+            monthScore = new ZtMonthScore();
+            monthScore.setAccount(account);
+            monthScore.setDateStr(month);
+            monthScore.setCreateDate(now);
+            monthScore.setCreateUser(SYSTEM_USER);
+            JSONObject scopeJson = new JSONObject();
+            scopeJson.put("docCheck", docCheck);
+            monthScore.setScopeJson(scopeJson.toJSONString());
+            monthScore.setUpdateDate(now);
+            monthScore.setUpdateUser(SYSTEM_USER);
+            monthScoreService.save(monthScore);
+        } else {
+            JSONObject scopeJson;
+            try {
+                scopeJson = StringUtils.isEmpty(monthScore.getScopeJson())
+                        ? new JSONObject() : JSON.parseObject(monthScore.getScopeJson());
+            } catch (Exception e) {
+                log.warn("zt_month_score scopeJson 非 JSON，重写 docCheck 节点 account={} month={}", account, month);
+                scopeJson = new JSONObject();
+            }
+            scopeJson.put("docCheck", docCheck);
+            monthScore.setScopeJson(scopeJson.toJSONString());
+            monthScore.setUpdateDate(now);
+            monthScore.setUpdateUser(SYSTEM_USER);
+            monthScoreService.updateById(monthScore);
+        }
+        return deduct;
+    }
+
+}
diff --git a/src/main/java/com/sa/zentao/service/impl/ZtFileServiceImpl.java b/src/main/java/com/sa/zentao/service/impl/ZtFileServiceImpl.java
index 5608878..7adead4 100644
--- a/src/main/java/com/sa/zentao/service/impl/ZtFileServiceImpl.java
+++ b/src/main/java/com/sa/zentao/service/impl/ZtFileServiceImpl.java
@@ -1,13 +1,21 @@
 package com.sa.zentao.service.impl;
 
 import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
+import com.baomidou.mybatisplus.core.conditions.update.LambdaUpdateWrapper;
 import com.baomidou.mybatisplus.core.conditions.update.UpdateWrapper;
+import com.sa.zentao.conf.RiskUserThreadLocal;
+import com.sa.zentao.dao.BusinessException;
 import com.sa.zentao.entity.ZtFile;
+import com.sa.zentao.entity.ZtMeeting;
+import com.sa.zentao.entity.ZtStory;
 import com.sa.zentao.enums.FileTypes;
 import com.sa.zentao.mapper.ZtFileMapper;
+import com.sa.zentao.mapper.ZtMeetingMapper;
+import com.sa.zentao.mapper.ZtStoryMapper;
 import com.sa.zentao.service.IZtFileService;
 import com.baomidou.mybatisplus.extension.service.impl.ServiceImpl;
 import org.apache.commons.lang3.StringUtils;
+import org.springframework.beans.factory.annotation.Autowired;
 import org.springframework.stereotype.Service;
 import org.springframework.transaction.annotation.Transactional;
 
@@ -26,6 +34,18 @@ import java.util.List;
 @Service
 public class ZtFileServiceImpl extends ServiceImpl<ZtFileMapper, ZtFile> implements IZtFileService {
 
+    @Autowired
+    private ZtStoryMapper storyMapper;
+
+    @Autowired
+    private ZtMeetingMapper meetingMapper;
+
+    @Autowired
+    private com.sa.zentao.service.IZtActionService actionService;
+
+    @org.springframework.beans.factory.annotation.Value("${file.baseUrl}")
+    private String baseUrl;
+
     @Override
     @Transactional
     public void updateFile(String fileIds, Integer objectId, FileTypes type) {
@@ -50,4 +70,88 @@ public class ZtFileServiceImpl extends ServiceImpl<ZtFileMapper, ZtFile> impleme
         this.saveOrUpdateBatch(ztFiles);
 
     }
+
+    @Override
+    @Transactional
+    public void refreshOwnerUrl(String objectType, Integer objectId, String url, String reviewResult) {
+        if (StringUtils.isEmpty(objectType) || objectId == null) {
+            throw new BusinessException("objectType/objectId不能为空");
+        }
+        //动态留痕 actor 取 token 身份（无登录态兜底 ai，兼容既有单测直调）（CHG-061）
+        String actionActor = RiskUserThreadLocal.get() == null || StringUtils.isEmpty(RiskUserThreadLocal.get().getName())
+                ? "ai" : RiskUserThreadLocal.get().getName();
+        FileTypes type = FileTypes.transferType(objectType);
+        if (type == null) {
+            throw new BusinessException("不支持的objectType:" + objectType);
+        }
+        switch (type) {
+            case story:
+            case storyPrd:
+            case aiCodeReview:
+            case aiWorkLog:
+            case aiDocUpdate:
+            case testCase:
+            case testReport:
+            case testReportSubmit:
+            case testOther:
+                ZtStory ztStory = this.storyMapper.selectById(objectId);
+                if (ztStory == null) {
+                    throw new BusinessException("需求不存在:" + objectId);
+                }
+                LambdaUpdateWrapper<ZtStory> wrapper = new UpdateWrapper<ZtStory>().lambda()
+                        .eq(ZtStory::getId, objectId);
+                switch (type) {
+                    case story:
+                    case storyPrd:
+                        wrapper.set(ZtStory::getPrdUrl, url);
+                        break;
+                    case aiCodeReview:
+                        wrapper.set(ZtStory::getCodeReviewUrl, url);
+                        if (StringUtils.isNotEmpty(reviewResult)) {
+                            wrapper.set(ZtStory::getCodeReviewStatus, reviewResult);
+                        }
+                        break;
+                    case aiWorkLog:
+                        wrapper.set(ZtStory::getWorkLogUrl, url);
+                        break;
+                    case aiDocUpdate:
+                        wrapper.set(ZtStory::getAiDocUpdateUrl, url);
+                        break;
+                    case testCase:
+                        wrapper.set(ZtStory::getTestCaseUrl, url);
+                        break;
+                    case testReport:
+                        wrapper.set(ZtStory::getTestReportDownloadUrl, url);
+                        break;
+                    case testReportSubmit:
+                        wrapper.set(ZtStory::getTestReportSubmitUrl, url);
+                        break;
+                    case testOther:
+                        wrapper.set(ZtStory::getTestOtherUrl, url);
+                        break;
+                    default:
+                        break;
+                }
+                this.storyMapper.update(null, wrapper);
+                //上传动态日志（zt_action）：与禅道原生操作一致留痕
+                actionService.addAction(com.sa.zentao.enums.ActionType.XQ, com.sa.zentao.enums.ActionStatus.BJ,
+                        objectId, ztStory.getProduct() == null ? null : ztStory.getProduct() + "", null, null,
+                        actionActor, "上传" + type.getValue() + "：" + baseUrl + url, null);
+                break;
+            case meeting:
+                ZtMeeting ztMeeting = this.meetingMapper.selectById(objectId);
+                if (ztMeeting == null) {
+                    throw new BusinessException("会议不存在:" + objectId);
+                }
+                this.meetingMapper.update(null, new UpdateWrapper<ZtMeeting>().lambda()
+                        .set(ZtMeeting::getUrl, url)
+                        .eq(ZtMeeting::getId, objectId));
+                actionService.addAction(com.sa.zentao.enums.ActionType.MEET, com.sa.zentao.enums.ActionStatus.BJ,
+                        objectId, ztMeeting.getProductId() == null ? null : ztMeeting.getProductId() + "", null, null,
+                        actionActor, "上传会议纪要：" + baseUrl + url, null);
+                break;
+            default:
+                throw new BusinessException("uploadBind不支持的objectType:" + objectType);
+        }
+    }
 }
diff --git a/src/main/java/com/sa/zentao/service/impl/ZtMeetingServiceImpl.java b/src/main/java/com/sa/zentao/service/impl/ZtMeetingServiceImpl.java
index a9c562b..7afc95a 100644
--- a/src/main/java/com/sa/zentao/service/impl/ZtMeetingServiceImpl.java
+++ b/src/main/java/com/sa/zentao/service/impl/ZtMeetingServiceImpl.java
@@ -20,6 +20,7 @@ import com.sa.zentao.dao.BusinessException;
 import com.sa.zentao.dao.ZtMeetingDTO;
 import com.sa.zentao.dao.ZtStoryDTO;
 import com.sa.zentao.entity.ZtMeeting;
+import com.sa.zentao.entity.ZtFile;
 import com.sa.zentao.entity.ZtProduct;
 import com.sa.zentao.entity.ZtStoryUser;
 import com.sa.zentao.entity.ZtUser;
@@ -157,6 +158,7 @@ public class ZtMeetingServiceImpl extends ServiceImpl<ZtMeetingMapper, ZtMeeting
 
         this.baseMapper.insert(ztMeeting);
         fileService.updateFile(dto.getFiles(),ztMeeting.getId(), FileTypes.meeting);
+        refreshMeetingUrl(ztMeeting);
 
 
         //添加action
@@ -165,6 +167,25 @@ public class ZtMeetingServiceImpl extends ServiceImpl<ZtMeetingMapper, ZtMeeting
 
     }
 
+    /**
+     * CHG-020：刷新会议纪要最新一份 MD 访问链接到 zt_meeting.url
+     * （老式两段式上传经 updateFile 绑定时同步刷新，与 uploadBind 的 refreshOwnerUrl 双通道一致）
+     */
+    private void refreshMeetingUrl(ZtMeeting ztMeeting) {
+        ZtFile latest = fileService.getOne(new QueryWrapper<ZtFile>().lambda()
+                .eq(ZtFile::getObjecttype, FileTypes.meeting.getCode())
+                .eq(ZtFile::getObjectid, ztMeeting.getId())
+                .eq(ZtFile::getDeleted, "0")
+                .orderByDesc(ZtFile::getId).last("limit 1"), false);
+        if (latest != null) {
+            String url = StringUtils.isNotEmpty(latest.getUrl()) ? latest.getUrl() : latest.getPathname();
+            if (StringUtils.isNotEmpty(url)) {
+                ztMeeting.setUrl(url);
+                this.baseMapper.updateById(ztMeeting);
+            }
+        }
+    }
+
     @Override
     @Transactional
     public void modify(ZtMeetingDTO dto) {
@@ -182,6 +203,7 @@ public class ZtMeetingServiceImpl extends ServiceImpl<ZtMeetingMapper, ZtMeeting
 
         this.baseMapper.updateById(ztMeeting);
         fileService.updateFile(dto.getFiles(),ztMeeting.getId(), FileTypes.meeting);
+        refreshMeetingUrl(ztMeeting);
 
         //添加action
         actionService.addAction(ActionType.MEET, ActionStatus.BJ, ztMeeting.getId(), ztMeeting.getProductId() + "", null, null,
diff --git a/src/main/java/com/sa/zentao/service/impl/ZtPerfConfigServiceImpl.java b/src/main/java/com/sa/zentao/service/impl/ZtPerfConfigServiceImpl.java
new file mode 100644
index 0000000..81ddcc8
--- /dev/null
+++ b/src/main/java/com/sa/zentao/service/impl/ZtPerfConfigServiceImpl.java
@@ -0,0 +1,88 @@
+package com.sa.zentao.service.impl;
+
+import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
+import com.baomidou.mybatisplus.extension.service.impl.ServiceImpl;
+import com.sa.zentao.entity.ZtPerfConfig;
+import com.sa.zentao.entity.ZtUser;
+import com.sa.zentao.enums.UserType;
+import com.sa.zentao.mapper.ZtPerfConfigMapper;
+import com.sa.zentao.service.IZtPerfConfigService;
+import com.sa.zentao.service.IZtUserService;
+import org.apache.commons.lang3.StringUtils;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.stereotype.Service;
+import org.springframework.util.CollectionUtils;
+
+import java.util.List;
+
+/**
+ * <p>
+ *  绩效指标规则配置 服务实现类（三期）
+ * </p>
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+@Service
+public class ZtPerfConfigServiceImpl extends ServiceImpl<ZtPerfConfigMapper, ZtPerfConfig> implements IZtPerfConfigService {
+
+    @Autowired
+    private IZtUserService userService;
+
+    @Override
+    public ZtPerfConfig getEnabledConfig(String role, String itemKey) {
+        if (StringUtils.isEmpty(itemKey)) {
+            return null;
+        }
+        if (StringUtils.isNotEmpty(role)) {
+            ZtPerfConfig config = this.getOne(new QueryWrapper<ZtPerfConfig>().lambda()
+                    .eq(ZtPerfConfig::getRole, role)
+                    .eq(ZtPerfConfig::getItemKey, itemKey)
+                    .eq(ZtPerfConfig::getEnabled, 1)
+                    .last("LIMIT 1"));
+            if (config != null) {
+                return config;
+            }
+        }
+        // 回退：该指标任意一条启用配置（岗位未识别/未配置时兜底取规则参数）
+        List<ZtPerfConfig> list = this.list(new QueryWrapper<ZtPerfConfig>().lambda()
+                .eq(ZtPerfConfig::getItemKey, itemKey)
+                .eq(ZtPerfConfig::getEnabled, 1)
+                .last("LIMIT 1"));
+        return CollectionUtils.isEmpty(list) ? null : list.get(0);
+    }
+
+    @Override
+    public String resolveRole(String account) {
+        if (StringUtils.isEmpty(account)) {
+            return null;
+        }
+        ZtUser user = userService.getOne(new QueryWrapper<ZtUser>().lambda()
+                .eq(ZtUser::getAccount, account).last("LIMIT 1"));
+        if (user == null || user.getUserType() == null) {
+            return null;
+        }
+        UserType userType = user.getUserType();
+        switch (userType) {
+            case XMJL:
+            case XMGLY:
+                return "projectManager";
+            case CPJL:
+                return "productManager";
+            case CP:
+            case XMZL:
+                return "productAssistant";
+            case KFZ:
+                // 前后端经 userType 无法区分，默认后端；后续可按 zt_user.role 细分
+                return "backendDev";
+            case CS:
+                return "tester";
+            case UI:
+                return "uiEngineer";
+            case YW:
+                return "opsEngineer";
+            default:
+                return null;
+        }
+    }
+}
diff --git a/src/main/java/com/sa/zentao/service/impl/ZtPerfReportServiceImpl.java b/src/main/java/com/sa/zentao/service/impl/ZtPerfReportServiceImpl.java
new file mode 100644
index 0000000..2bd72d1
--- /dev/null
+++ b/src/main/java/com/sa/zentao/service/impl/ZtPerfReportServiceImpl.java
@@ -0,0 +1,366 @@
+package com.sa.zentao.service.impl;
+
+import com.alibaba.fastjson.JSON;
+import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
+import com.sa.zentao.conf.RiskUserThreadLocal;
+import com.sa.zentao.dao.BusinessException;
+import com.sa.zentao.entity.ZtMonthScore;
+import com.sa.zentao.entity.ZtPerfConfig;
+import com.sa.zentao.entity.ZtUser;
+import com.sa.zentao.qo.ZtPerfQo;
+import com.sa.zentao.service.IZtPerfConfigService;
+import com.sa.zentao.service.IZtPerfReportService;
+import com.sa.zentao.service.IZtMonthScoreService;
+import com.sa.zentao.service.IZtUserService;
+import com.sa.zentao.service.perf.PerfIndicatorCalculator;
+import com.sa.zentao.service.perf.PerfMonthScope;
+import com.sa.zentao.service.perf.PerfScoreEngine;
+import org.apache.commons.lang3.StringUtils;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.stereotype.Service;
+import org.springframework.transaction.annotation.Transactional;
+import org.springframework.util.CollectionUtils;
+
+import java.math.BigDecimal;
+import java.text.SimpleDateFormat;
+import java.util.ArrayList;
+import java.util.Date;
+import java.util.HashMap;
+import java.util.HashSet;
+import java.util.LinkedHashSet;
+import java.util.List;
+import java.util.Map;
+import java.util.Set;
+import java.util.stream.Collectors;
+
+/**
+ * <p>
+ *  绩效报表（三期批2：报表引擎+接口） 服务实现类
+ * </p>
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+@Service
+public class ZtPerfReportServiceImpl implements IZtPerfReportService {
+
+    private static final String APPEAL_PENDING = "pending";
+    private static final String APPEAL_UPHELD = "upheld";
+    private static final String APPEAL_OVERTURNED = "overturned";
+
+    @Autowired
+    private IZtMonthScoreService monthScoreService;
+
+    @Autowired
+    private IZtPerfConfigService perfConfigService;
+
+    @Autowired
+    private IZtUserService userService;
+
+    @Autowired
+    private PerfScoreEngine perfScoreEngine;
+
+    /**
+     * 批1指标计算器注册表（对接点；无计算器时 auto 项 score 为 null）
+     */
+    @Autowired(required = false)
+    private List<PerfIndicatorCalculator> calculators = new ArrayList<>();
+
+    @Override
+    public PerfMonthScope report(String month, String role, String account) {
+        if (StringUtils.isBlank(account) && RiskUserThreadLocal.get() != null) {
+            // 未指定账号（前端“全部人员”选项 v1）：默认当前登录人
+            account = RiskUserThreadLocal.get().getName();
+        }
+        checkMonthAccount(month, account);
+        if (StringUtils.isBlank(role)) {
+            // 岗位缺省按账号解析（批1 IZtPerfConfigService.resolveRole）
+            role = perfConfigService.resolveRole(account);
+            if (StringUtils.isBlank(role)) {
+                throw new BusinessException("岗位不能为空且无法按账号解析");
+            }
+        }
+        ZtMonthScore score = findMonthScore(account, month);
+        if (score != null && StringUtils.isNotBlank(score.getScopeJson())) {
+            return JSON.parseObject(score.getScopeJson(), PerfMonthScope.class);
+        }
+        // 未落库：实时计算（不写库）
+        return computeScope(account, month, role);
+    }
+
+    @Override
+    @Transactional
+    public void generateMonthScore(String month, String role, String account) {
+        if (StringUtils.isBlank(month)) {
+            throw new BusinessException("月份不能为空");
+        }
+        Set<String> roles = new LinkedHashSet<>();
+        if (StringUtils.isNotBlank(role)) {
+            roles.add(role);
+        } else if (StringUtils.isNotBlank(account)) {
+            // 指定账号未指定岗位：按账号解析（批1 IZtPerfConfigService.resolveRole）
+            String resolved = perfConfigService.resolveRole(account);
+            if (StringUtils.isBlank(resolved)) {
+                throw new BusinessException("无法按账号解析岗位：" + account);
+            }
+            roles.add(resolved);
+        } else {
+            List<ZtPerfConfig> all = perfConfigService.list(new QueryWrapper<ZtPerfConfig>().eq("enabled", 1));
+            for (ZtPerfConfig c : all) {
+                if (StringUtils.isNotBlank(c.getRole())) {
+                    roles.add(c.getRole());
+                }
+            }
+        }
+        if (roles.isEmpty()) {
+            throw new BusinessException("未找到启用中的绩效规则配置");
+        }
+
+        List<String> accounts = new ArrayList<>();
+        if (StringUtils.isNotBlank(account)) {
+            accounts.add(account);
+        } else {
+            accounts = userService.list().stream().map(ZtUser::getAccount)
+                    .filter(StringUtils::isNotBlank).distinct().collect(Collectors.toList());
+        }
+
+        Date now = new Date();
+        String operator = RiskUserThreadLocal.get().getName();
+        for (String r : roles) {
+            for (String acc : accounts) {
+                PerfMonthScope scope = computeScope(acc, month, r);
+                ZtMonthScore exist = findMonthScore(acc, month);
+                if (exist == null) {
+                    ZtMonthScore entity = new ZtMonthScore();
+                    entity.setAccount(acc);
+                    entity.setDateStr(month);
+                    entity.setScopeJson(JSON.toJSONString(scope));
+                    entity.setCreateDate(now);
+                    entity.setCreateUser(operator);
+                    entity.setUpdateDate(now);
+                    entity.setUpdateUser(operator);
+                    monthScoreService.save(entity);
+                } else {
+                    // 重算：保留已有人工评分与申诉记录
+                    if (StringUtils.isNotBlank(exist.getScopeJson())) {
+                        mergeManualAndAppeals(scope, JSON.parseObject(exist.getScopeJson(), PerfMonthScope.class));
+                    }
+                    exist.setScopeJson(JSON.toJSONString(scope));
+                    exist.setUpdateDate(now);
+                    exist.setUpdateUser(operator);
+                    monthScoreService.updateById(exist);
+                }
+            }
+        }
+    }
+
+    @Override
+    @Transactional
+    public void manualScore(ZtPerfQo qo) {
+        checkMonthAccount(qo.getMonth(), qo.getAccount());
+        if (StringUtils.isBlank(qo.getItemKey()) || qo.getScore() == null) {
+            throw new BusinessException("指标与分值不能为空");
+        }
+        if (qo.getScore() < 0 || qo.getScore() > 100) {
+            throw new BusinessException("分值需在 0~100 之间");
+        }
+        ZtMonthScore entity = requireMonthScore(qo.getAccount(), qo.getMonth());
+        PerfMonthScope scope = JSON.parseObject(entity.getScopeJson(), PerfMonthScope.class);
+        PerfMonthScope.Item item = findItem(scope, qo.getItemKey());
+        if (item == null) {
+            throw new BusinessException("指标不存在：" + qo.getItemKey());
+        }
+        item.setScore(qo.getScore());
+        item.setSource(PerfScoreEngine.SOURCE_MANUAL);
+        item.setRemark(qo.getRemark());
+        perfScoreEngine.recomputeTotal(scope);
+        saveScopeJson(entity, scope);
+    }
+
+    @Override
+    @Transactional
+    public void appeal(ZtPerfQo qo) {
+        checkMonthAccount(qo.getMonth(), qo.getAccount());
+        if (StringUtils.isBlank(qo.getItemKey()) || StringUtils.isBlank(qo.getReason())) {
+            throw new BusinessException("申诉指标与原因不能为空");
+        }
+        ZtMonthScore entity = requireMonthScore(qo.getAccount(), qo.getMonth());
+        PerfMonthScope scope = JSON.parseObject(entity.getScopeJson(), PerfMonthScope.class);
+        if (findItem(scope, qo.getItemKey()) == null) {
+            throw new BusinessException("指标不存在：" + qo.getItemKey());
+        }
+        if (scope.getAppeals() == null) {
+            scope.setAppeals(new ArrayList<>());
+        }
+        PerfMonthScope.Appeal appeal = new PerfMonthScope.Appeal();
+        appeal.setId(qo.getAccount() + "@" + qo.getMonth() + "#" + (scope.getAppeals().size() + 1));
+        appeal.setItemKey(qo.getItemKey());
+        appeal.setReason(qo.getReason());
+        appeal.setStatus(APPEAL_PENDING);
+        appeal.setCreateDate(new SimpleDateFormat("yyyy-MM-dd HH:mm:ss").format(new Date()));
+        scope.getAppeals().add(appeal);
+        saveScopeJson(entity, scope);
+    }
+
+    @Override
+    @Transactional
+    public void appealReview(ZtPerfQo qo) {
+        if (StringUtils.isBlank(qo.getId()) || StringUtils.isBlank(qo.getResult())) {
+            throw new BusinessException("申诉 id 与复核结果不能为空");
+        }
+        if (!APPEAL_UPHELD.equals(qo.getResult()) && !APPEAL_OVERTURNED.equals(qo.getResult())) {
+            throw new BusinessException("复核结果仅支持 upheld/overturned");
+        }
+        // 申诉 id 规则：account@month#序号
+        String[] parts = qo.getId().split("[@#]");
+        if (parts.length != 3) {
+            throw new BusinessException("申诉 id 格式非法：" + qo.getId());
+        }
+        ZtMonthScore entity = requireMonthScore(parts[0], parts[1]);
+        PerfMonthScope scope = JSON.parseObject(entity.getScopeJson(), PerfMonthScope.class);
+        PerfMonthScope.Appeal target = null;
+        if (scope.getAppeals() != null) {
+            for (PerfMonthScope.Appeal a : scope.getAppeals()) {
+                if (qo.getId().equals(a.getId())) {
+                    target = a;
+                    break;
+                }
+            }
+        }
+        if (target == null) {
+            throw new BusinessException("申诉记录不存在：" + qo.getId());
+        }
+        if (!APPEAL_PENDING.equals(target.getStatus())) {
+            throw new BusinessException("申诉已复核，请勿重复操作");
+        }
+        target.setStatus(qo.getResult());
+        target.setReviewer(qo.getReviewer());
+        target.setReviewDate(new SimpleDateFormat("yyyy-MM-dd HH:mm:ss").format(new Date()));
+
+        if (APPEAL_OVERTURNED.equals(qo.getResult())) {
+            // 撤销：回滚该项扣分为满分并重算总分
+            PerfMonthScope.Item item = findItem(scope, target.getItemKey());
+            if (item != null) {
+                item.setScore(100D);
+                item.setDeduct(0D);
+                item.setRemark(StringUtils.isBlank(item.getRemark()) ? "申诉撤销回滚" : item.getRemark() + "；申诉撤销回滚");
+            }
+            perfScoreEngine.recomputeTotal(scope);
+        }
+        saveScopeJson(entity, scope);
+    }
+
+    /**
+     * 实时计算：取岗位配置 + 批1指标计算器（PerfIndicatorCalculator 注册表），不调引擎外服务。
+     * 计算器命中时其返回值已是 0~100 得分（见其接口约定），通过 CTX_PRESCORED_ITEMS 告知引擎直接采信。
+     */
+    private PerfMonthScope computeScope(String account, String month, String role) {
+        List<ZtPerfConfig> configs = perfConfigService.list(
+                new QueryWrapper<ZtPerfConfig>().eq("role", role).eq("enabled", 1));
+        if (CollectionUtils.isEmpty(configs)) {
+            throw new BusinessException("岗位无启用中的绩效规则配置：" + role);
+        }
+        Map<String, Double> metrics = new HashMap<>();
+        Map<String, String> rawDetails = new HashMap<>();
+        Set<String> preScored = new HashSet<>();
+        Map<String, PerfIndicatorCalculator> registry = new HashMap<>();
+        if (calculators != null) {
+            for (PerfIndicatorCalculator p : calculators) {
+                registry.put(p.key(), p);
+            }
+        }
+        for (ZtPerfConfig config : configs) {
+            PerfIndicatorCalculator calculator = registry.get(config.getItemKey());
+            if (calculator == null) {
+                continue;
+            }
+            try {
+                BigDecimal value = calculator.compute(account, month);
+                metrics.put(config.getItemKey(), value == null ? null : value.doubleValue());
+                preScored.add(config.getItemKey());
+                String detail = calculator.consumeRawDetail();
+                if (detail != null) {
+                    rawDetails.put(config.getItemKey(), detail);
+                }
+            } catch (Exception e) {
+                // 单指标取数失败不阻塞整表：raw 置 null，该项 score 为 null
+                metrics.put(config.getItemKey(), null);
+                calculator.consumeRawDetail();
+            }
+        }
+        Map<String, Object> context = new HashMap<>();
+        context.put(PerfScoreEngine.CTX_PRESCORED_ITEMS, preScored);
+        PerfMonthScope scope = perfScoreEngine.compute(account, month, role, configs, metrics, context);
+        //CHG-041 过程值明细挂到对应指标项（弹窗「绩效数据」列展示）
+        if (scope.getItems() != null) {
+            for (PerfMonthScope.Item item : scope.getItems()) {
+                String detail = rawDetails.get(item.getItemKey());
+                if (detail != null) {
+                    item.setRawDetail(detail);
+                }
+            }
+        }
+        return scope;
+    }
+
+    /**
+     * 重算时把旧 scope 的人工评分（source=manual 且 score 非空）与申诉记录合并进新 scope
+     */
+    private void mergeManualAndAppeals(PerfMonthScope newScope, PerfMonthScope oldScope) {
+        if (oldScope.getItems() != null) {
+            Map<String, PerfMonthScope.Item> oldItems = oldScope.getItems().stream()
+                    .filter(i -> i.getItemKey() != null)
+                    .collect(Collectors.toMap(PerfMonthScope.Item::getItemKey, i -> i, (a, b) -> a));
+            for (PerfMonthScope.Item item : newScope.getItems()) {
+                PerfMonthScope.Item old = oldItems.get(item.getItemKey());
+                if (old != null && PerfScoreEngine.SOURCE_MANUAL.equals(old.getSource()) && old.getScore() != null) {
+                    item.setScore(old.getScore());
+                    item.setSource(old.getSource());
+                    item.setRemark(old.getRemark());
+                }
+            }
+        }
+        newScope.setAppeals(oldScope.getAppeals() == null ? new ArrayList<>() : oldScope.getAppeals());
+        perfScoreEngine.recomputeTotal(newScope);
+    }
+
+    private PerfMonthScope.Item findItem(PerfMonthScope scope, String itemKey) {
+        if (scope.getItems() == null) {
+            return null;
+        }
+        for (PerfMonthScope.Item item : scope.getItems()) {
+            if (itemKey.equals(item.getItemKey())) {
+                return item;
+            }
+        }
+        return null;
+    }
+
+    private ZtMonthScore findMonthScore(String account, String month) {
+        List<ZtMonthScore> list = monthScoreService.list(new QueryWrapper<ZtMonthScore>()
+                .eq("account", account).eq("date_str", month));
+        return CollectionUtils.isEmpty(list) ? null : list.get(0);
+    }
+
+    private ZtMonthScore requireMonthScore(String account, String month) {
+        ZtMonthScore entity = findMonthScore(account, month);
+        if (entity == null || StringUtils.isBlank(entity.getScopeJson())) {
+            throw new BusinessException("月度得分未生成，请先调用 generateMonthScore");
+        }
+        return entity;
+    }
+
+    private void saveScopeJson(ZtMonthScore entity, PerfMonthScope scope) {
+        entity.setScopeJson(JSON.toJSONString(scope));
+        entity.setUpdateDate(new Date());
+        //无登录态（单测/未来调度线程）兜底 system，防 NPE（CHG-069）
+        entity.setUpdateUser(RiskUserThreadLocal.get() == null ? "system" : RiskUserThreadLocal.get().getName());
+        monthScoreService.updateById(entity);
+    }
+
+    private void checkMonthAccount(String month, String account) {
+        if (StringUtils.isBlank(month) || StringUtils.isBlank(account)) {
+            throw new BusinessException("月份与账号不能为空");
+        }
+    }
+}
diff --git a/src/main/java/com/sa/zentao/service/impl/ZtProductServiceImpl.java b/src/main/java/com/sa/zentao/service/impl/ZtProductServiceImpl.java
index 00345f8..c8cbd6e 100644
--- a/src/main/java/com/sa/zentao/service/impl/ZtProductServiceImpl.java
+++ b/src/main/java/com/sa/zentao/service/impl/ZtProductServiceImpl.java
@@ -145,12 +145,17 @@ public class ZtProductServiceImpl extends ServiceImpl<ZtProductMapper, ZtProduct
             userList.addAll(result.stream().filter(o->!StringUtils.isEmpty(o.getPo())).map(o->o.getPo()).collect(Collectors.toList()));
             Map<String, ZtUser> userMap = this.userService.userMapByIds(null);
 
-            List<ZtStory> allStoryList = this.storyService.list(new QueryWrapper<ZtStory>().lambda().in(ZtStory::getProduct, result.stream().map(o -> o.getId()).collect(Collectors.toList())));
+            //CHG-070：产品列表统计只要计数，禁止 SELECT *——zt_bug.steps（MEDIUMTEXT，页均 44MB）等大字段拖垮接口（实测 7.3s→0.05s）
+            List<ZtStory> allStoryList = this.storyService.list(new QueryWrapper<ZtStory>().lambda()
+                    .select(ZtStory::getId, ZtStory::getProduct, ZtStory::getStatus, ZtStory::getStage)
+                    .in(ZtStory::getProduct, result.stream().map(o -> o.getId()).collect(Collectors.toList())));
             List<ZtBug> allBugList = bugService.list(new QueryWrapper<ZtBug>().lambda()
+                    .select(ZtBug::getId, ZtBug::getProduct, ZtBug::getStatus)
                     .ne(ZtBug::getStatus,"closed")
                     .in(ZtBug::getProduct, result.stream().map(o -> o.getId()).collect(Collectors.toList())));
-
-            List<ZtStoryUser> allUserStoryList = this.storyUserService.list(new QueryWrapper<ZtStoryUser>().lambda().in(ZtStoryUser::getProduct, result.stream().map(o -> o.getId()).collect(Collectors.toList())));
+            List<ZtStoryUser> allUserStoryList = this.storyUserService.list(new QueryWrapper<ZtStoryUser>().lambda()
+                    .select(ZtStoryUser::getId, ZtStoryUser::getProduct, ZtStoryUser::getStatus)
+                    .in(ZtStoryUser::getProduct, result.stream().map(o -> o.getId()).collect(Collectors.toList())));
 
             for (ZtProductDTO p:result ) {
                 List<ZtStory> storyList = allStoryList.stream().filter(o->o.getProduct().equals(p.getId())).collect(Collectors.toList());
diff --git a/src/main/java/com/sa/zentao/service/impl/ZtProjectServiceImpl.java b/src/main/java/com/sa/zentao/service/impl/ZtProjectServiceImpl.java
index bac4600..ddeb91d 100644
--- a/src/main/java/com/sa/zentao/service/impl/ZtProjectServiceImpl.java
+++ b/src/main/java/com/sa/zentao/service/impl/ZtProjectServiceImpl.java
@@ -1337,8 +1337,10 @@ public class ZtProjectServiceImpl extends ServiceImpl<ZtProjectMapper, ZtProject
             return new HashMap<>();
         }
 
+        //仅取预计开始在本月的任务：下方按天循环只匹配 estStarted 落在当月的任务，历史任务对结果无贡献（性能优化，口径不变）
         List<ZtTask> list = this.taskService.list(new QueryWrapper<ZtTask>().lambda().select(SFunctionColums.taskColumes())
                 .notIn(ZtTask::getStatus,"cancel","closed","reviewing","draft")
+                .ge(ZtTask::getEstStarted, firstDayOfMonth).le(ZtTask::getEstStarted, lastDayOfMonth)
                 .in(ZtTask::getExecution, execList.stream().map(o -> o.getExecution()).collect(Collectors.toList())));
         if (CollectionUtils.isEmpty(list)) {
             return new HashMap<>();
@@ -1369,8 +1371,16 @@ public class ZtProjectServiceImpl extends ServiceImpl<ZtProjectMapper, ZtProject
 
         List<String> accountIds = teams.stream().map(o -> o.getAccount()).distinct().collect(Collectors.toList());
 
-        List<ZtUser> userList = this.userService.list();
-        Map<String, ZtUser> uMap = userList.stream().collect(Collectors.toMap(ZtUser::getAccount, O -> O));
+        //按需取用户：团队成员 ∪ 任务相关人（原 userService.list() 全表扫描；不在用户表的账号行为不变，仍为 null 跳过）
+        Set<String> userAccounts = new HashSet<>(accountIds);
+        for (ZtTask t : list) {
+            if (!StringUtils.isEmpty(t.getAssignedTo())) userAccounts.add(t.getAssignedTo());
+            if (!StringUtils.isEmpty(t.getOpenedby())) userAccounts.add(t.getOpenedby());
+            if (!StringUtils.isEmpty(t.getFinishedby())) userAccounts.add(t.getFinishedby());
+            if (!StringUtils.isEmpty(t.getCanceledby())) userAccounts.add(t.getCanceledby());
+            if (!StringUtils.isEmpty(t.getClosedby())) userAccounts.add(t.getClosedby());
+        }
+        Map<String, ZtUser> uMap = this.userService.userMapByIds(new ArrayList<>(userAccounts));
 
         for (ZtTask t : list) {
             if (t.getDeadline() != null) {
@@ -1398,17 +1408,16 @@ public class ZtProjectServiceImpl extends ServiceImpl<ZtProjectMapper, ZtProject
             }
         }
 
+        //预分组：yyyy-MM-dd#账号 → 任务列表（原 天数×人数×任务数 三层扫描降为 O(任务数)；组内顺序与原 stream filter 一致）
+        Map<String, List<ZtTask>> taskByDayAccount = list.stream()
+                .filter(o -> o.getEstStarted() != null && !StringUtils.isEmpty(o.getAssignedTo()))
+                .collect(Collectors.groupingBy(o -> DateUtils.formatDate(o.getEstStarted()) + "#" + o.getAssignedTo()));
         for (int i = 0; i < DateUtils.getDays(date); i++) {
             Date d = DateUtils.dateAddDay(firstDayOfMonth, i);
             List<Map<String, Object>> l = new ArrayList<>();
             for (String s : accountIds) {
                 ZtUser ztUser = uMap.get(s);
-//                List<ZtEffort> fList = efforts.stream().filter(o -> o.getAccount().equals(s))
-//                        .filter(o->DateUtils.formatDate(o.getDate()).equals(DateUtils.formatDate(d)))
-//                        .collect(Collectors.toList());
-                List<ZtTask> taskList = list.stream().filter(o -> o.getEstStarted() != null && DateUtils.formatDate(o.getEstStarted()).equals(DateUtils.formatDate(d)))
-                        .filter(o -> o.getAssignedTo().equals(ztUser.getAccount()))
-                        .collect(Collectors.toList());
+                List<ZtTask> taskList = taskByDayAccount.getOrDefault(DateUtils.formatDate(d) + "#" + s, Collections.emptyList());
 
                 for (ZtTask t:taskList ) {
                     t.setAssignedToName(ztUser.getNickname());
@@ -1977,6 +1986,9 @@ public class ZtProjectServiceImpl extends ServiceImpl<ZtProjectMapper, ZtProject
         Map<String,ZtMonthScore> scoreMap=getAccountScoreMap(date,accountIds);
 
 
+        //CHG-074：月度达标工时（团队口径人均，与绩效弹窗 myWorkScore 一致）——在窗执行 KFZ 成员 (工作天数×人数−团队请假÷8)×5÷人数
+        BigDecimal teamPerCapita = countService.teamExamineTime(accountIds, firstDayOfMonth, lastDayOfMonth, date);
+
         for (String account :accountIds) {
             ZtUser ztUser = uMap.get(account);
 
@@ -2004,11 +2016,11 @@ public class ZtProjectServiceImpl extends ServiceImpl<ZtProjectMapper, ZtProject
             dto=countService.setUserWorkTime(dto,date,approvalList,firstDayOfMonth);
 
             d.setQjTime(dto.getApprovalDays());
-            //可用工时
-            d.setHaveTime(dto.getExamineTime());
+            //可用工时（月度达标工时=团队口径人均，CHG-074；无 KFZ 成员时退回个人 0.75 口径兜底）
+            d.setHaveTime(teamPerCapita.signum() > 0 ? teamPerCapita : dto.getExamineTime());
 
-            //工作饱和度
-            d.setSaturation(BigDecimalUtils.isZero(d.getHaveTime())?BigDecimal.valueOf(1):BigDecimalUtils.isZero(d.getWorkTime())?BigDecimal.ZERO:d.getStoryTotalTime().divide(d.getHaveTime(),2,BigDecimal.ROUND_UP));
+            //工作饱和度（CHG-074：分子=实绩工时 consumed、分母=团队口径达标工时，与绩效弹窗一致）
+            d.setSaturation(BigDecimalUtils.isZero(d.getHaveTime())?BigDecimal.valueOf(1):BigDecimalUtils.isZero(d.getWorkTime())?BigDecimal.ZERO:d.getWorkTime().divide(d.getHaveTime(),2,BigDecimal.ROUND_UP));
             // 任务总量  .filter(o->o.getStatus().equals("done"))
             d.setTaskCount(BigDecimal.valueOf(taskList.stream().collect(Collectors.toList()).size()));
 
diff --git a/src/main/java/com/sa/zentao/service/impl/ZtStoryExpandServiceImpl.java b/src/main/java/com/sa/zentao/service/impl/ZtStoryExpandServiceImpl.java
index 40a39cd..01d4736 100644
--- a/src/main/java/com/sa/zentao/service/impl/ZtStoryExpandServiceImpl.java
+++ b/src/main/java/com/sa/zentao/service/impl/ZtStoryExpandServiceImpl.java
@@ -2,6 +2,9 @@ package com.sa.zentao.service.impl;
 
 import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
 import com.baomidou.mybatisplus.extension.service.impl.ServiceImpl;
+import com.sa.zentao.conf.LoginRiskUser;
+import com.sa.zentao.conf.RiskUserThreadLocal;
+import com.sa.zentao.dao.BusinessException;
 import com.sa.zentao.entity.ZtStoryExpand;
 import com.sa.zentao.entity.ZtStoryMonthWorkload;
 import com.sa.zentao.mapper.ZtStoryExpandMapper;
@@ -35,6 +38,11 @@ public class ZtStoryExpandServiceImpl extends ServiceImpl<ZtStoryExpandMapper, Z
     @Override
     @Transactional(rollbackFor = Exception.class)
     public void saveOrUpdateExpand(ZtStoryExpand entity) {
+        //仅 AI 框架通道可用：必须携带 ai 账户 token（CHG-061，二期必决项落地）
+        LoginRiskUser aiLoginUser = RiskUserThreadLocal.get();
+        if (aiLoginUser == null || !"ai".equals(aiLoginUser.getName())) {
+            throw new BusinessException("该接口仅AI框架通道可用（需ai账户token）");
+        }
         if (entity == null || entity.getStoryId() == null) {
             return;
         }
diff --git a/src/main/java/com/sa/zentao/service/impl/ZtStoryServiceImpl.java b/src/main/java/com/sa/zentao/service/impl/ZtStoryServiceImpl.java
index 59be3e8..981ee4b 100644
--- a/src/main/java/com/sa/zentao/service/impl/ZtStoryServiceImpl.java
+++ b/src/main/java/com/sa/zentao/service/impl/ZtStoryServiceImpl.java
@@ -1979,7 +1979,8 @@ public class ZtStoryServiceImpl extends ServiceImpl<ZtStoryMapper, ZtStory> impl
         }
 
 
-        List<ZtBug> bugList = this.bugService.list(new QueryWrapper<ZtBug>().lambda().eq(ZtBug::getStory, i).ne(ZtBug::getStatus, "closed"));
+        //CHG-067：需求关联 Bug 走 toStory 列（story 列全库未用）——关闭需求时联动关闭其未关闭 Bug
+        List<ZtBug> bugList = this.bugService.list(new QueryWrapper<ZtBug>().lambda().eq(ZtBug::getTostory, i).ne(ZtBug::getStatus, "closed"));
         for (ZtBug bug : bugList) {
             ZtBugQo qo = new ZtBugQo();
             qo.setId(bug.getId());
diff --git a/src/main/java/com/sa/zentao/service/impl/ZtStoryUserServiceImpl.java b/src/main/java/com/sa/zentao/service/impl/ZtStoryUserServiceImpl.java
index 2bb0e87..5563ad5 100644
--- a/src/main/java/com/sa/zentao/service/impl/ZtStoryUserServiceImpl.java
+++ b/src/main/java/com/sa/zentao/service/impl/ZtStoryUserServiceImpl.java
@@ -392,6 +392,7 @@ public class ZtStoryUserServiceImpl extends ServiceImpl<ZtStoryUserMapper, ZtSto
                     d.setStoryList(ztStories.stream().map(o -> o.getId() + ":" + o.getTitle()).collect(Collectors.joining(",")));
                     d.setSList(CollectionUtils.isEmpty(ztStories) ? null : BeanCopyUtil.copyListProperties(ztStories, ZtStoryDTO::new));
                 }
+                d.setExecNames(buildExecNames(d.getExecList()));
                 d.setLinkUrl(url);
             }
         }
@@ -449,6 +450,24 @@ public class ZtStoryUserServiceImpl extends ServiceImpl<ZtStoryUserMapper, ZtSto
         return storyToProjectsMap;
     }
 
+    /**
+     * CHG-078：迭代版本列取值——execList 中迭代名称去重、排序后逗号拼接；空/无有效名称返回 null。
+     */
+    static String buildExecNames(Set<ZtProject> execList) {
+        if (CollectionUtils.isEmpty(execList)) {
+            return null;
+        }
+        String names = execList.stream()
+                .filter(Objects::nonNull)
+                .map(ZtProject::getName)
+                .filter(StringUtils::isNotEmpty)
+                .distinct()
+                .sorted()
+                .collect(Collectors.joining(","));
+        return StringUtils.isEmpty(names) ? null : names;
+    }
+
+
     @Override
     @Transactional
     public void changeStatus(ZtStoryUserDTO dto) {
@@ -564,6 +583,9 @@ public class ZtStoryUserServiceImpl extends ServiceImpl<ZtStoryUserMapper, ZtSto
                 ztStory.setRevieweddate(
                         new Date()
                 );
+                ztStory.setActivateddate(
+                        new Date()
+                );
             }
         }
         if (dto.getRevieweResult() == 0) {
@@ -689,6 +711,7 @@ public class ZtStoryUserServiceImpl extends ServiceImpl<ZtStoryUserMapper, ZtSto
                 dto.setSList(storyDTOList);
             }
             //story - exec
+            dto.setExecNames(buildExecNames(dto.getExecList()));
 
         }
         List<ZtStoryUserTask> tasks = this.storyUserTaskService.list(new QueryWrapper<ZtStoryUserTask>().lambda().eq(ZtStoryUserTask::getUserStoryId, dto.getId()));
diff --git a/src/main/java/com/sa/zentao/service/impl/ZtTaskServiceImpl.java b/src/main/java/com/sa/zentao/service/impl/ZtTaskServiceImpl.java
index 834879d..5285a56 100644
--- a/src/main/java/com/sa/zentao/service/impl/ZtTaskServiceImpl.java
+++ b/src/main/java/com/sa/zentao/service/impl/ZtTaskServiceImpl.java
@@ -27,6 +27,8 @@ import org.springframework.transaction.annotation.Transactional;
 import org.springframework.util.CollectionUtils;
 
 import java.math.BigDecimal;
+import java.text.ParseException;
+import java.text.SimpleDateFormat;
 import java.util.*;
 import java.util.stream.Collectors;
 
@@ -328,6 +330,14 @@ public class ZtTaskServiceImpl extends ServiceImpl<ZtTaskMapper, ZtTask> impleme
         return this.baseMapper.itApprovalByUserName(s, firstDayOfMonth, lastDayOfMonth);
     }
 
+    @Override
+    public List<ItApproval> itApprovalsByNames(List<String> names, Date firstDayOfMonth, Date lastDayOfMonth) {
+        if (CollectionUtils.isEmpty(names)) {
+            return new ArrayList<>();
+        }
+        return this.baseMapper.itApprovalsByNames(names, firstDayOfMonth, lastDayOfMonth);
+    }
+
     @Override
     public List<ZtTask> taskListByEIdsAndDate(Date firstDayOfMonth, Date lastDayOfMonth, List<Integer> pids) {
         if (CollectionUtils.isEmpty(pids)) {
@@ -1352,6 +1362,167 @@ public class ZtTaskServiceImpl extends ServiceImpl<ZtTaskMapper, ZtTask> impleme
 
     }
 
+    @Override
+    @Transactional
+    public Map<String, Object> aiBatchAdd(ZtTaskAiBatchDTO dto) {
+        //仅 AI 框架通道可用：必须携带 ai 账户 token，创建人/留痕 actor 取自 token 身份（CHG-061）
+        LoginRiskUser aiLoginUser = RiskUserThreadLocal.get();
+        if (aiLoginUser == null || !"ai".equals(aiLoginUser.getName())) {
+            throw new BusinessException("aiBatchAdd仅AI框架通道可用（需ai账户token）");
+        }
+        String aiActor = aiLoginUser.getName();
+        if (dto.getStoryId() == null) {
+            throw new BusinessException("storyId不能为空");
+        }
+        ZtStory ztStory = this.storyService.getById(dto.getStoryId());
+        if (ztStory == null) {
+            throw new BusinessException("需求不存在:" + dto.getStoryId());
+        }
+        //已发布（含待验收/验收不通过：storyYs验收不通过status仍保持released）、已完成（验收通过）、已关闭的需求不允许AI拆任务
+        UserStoryEnums storyStatus = UserStoryEnums.transfer(ztStory.getStatus());
+        if (storyStatus == UserStoryEnums.RELEASED || storyStatus == UserStoryEnums.YWC || storyStatus == UserStoryEnums.CLOSED) {
+            throw new BusinessException("需求" + storyStatus.getValue() + "，不允许创建任务:" + dto.getStoryId());
+        }
+        List<ZtTaskAiBatchDTO.AiTaskItem> tasks = dto.getTasks();
+        if (CollectionUtils.isEmpty(tasks)) {
+            throw new BusinessException("tasks不能为空");
+        }
+        //type 非 devel/test/design/affair 整批拒绝（design CHG-081 放行、affair CHG-082 放行：均参与AI拆批；不回写需求计划时间、不进绩效专项公式）
+        for (ZtTaskAiBatchDTO.AiTaskItem item : tasks) {
+            if (StringUtils.isEmpty(item.getName())) {
+                throw new BusinessException("任务名称不能为空");
+            }
+            if (!TaskType.devel.getCode().equals(item.getType()) && !TaskType.test.getCode().equals(item.getType())
+                    && !TaskType.design.getCode().equals(item.getType()) && !TaskType.affair.getCode().equals(item.getType())) {
+                throw new BusinessException("任务类型仅支持devel/test/design/affair:" + item.getType());
+            }
+        }
+        //参数补全：推导 execution/project（老链路 batchAddTask 的看板挂载、project 回填依赖，缺失会NPE）
+        //需求关联多个迭代时取最后关联的（迭代id自增，project 倒序第一条即最新迭代）
+        ZtProjectstory execStory = this.projectstoryService.getOne(new QueryWrapper<ZtProjectstory>().lambda()
+                .eq(ZtProjectstory::getStory, dto.getStoryId())
+                .eq(ZtProjectstory::getType, ProjectTypeEnums.execution.getValue())
+                .orderByDesc(ZtProjectstory::getProject)
+                .last("limit 1"));
+        if (execStory == null) {
+            throw new BusinessException("需求未关联迭代，无法拆分任务");
+        }
+        Integer execution = execStory.getProject();
+        ZtProjectstory projectStoryCheck = this.projectstoryService.getOne(new QueryWrapper<ZtProjectstory>().lambda()
+                .eq(ZtProjectstory::getStory, dto.getStoryId())
+                .eq(ZtProjectstory::getType, ProjectTypeEnums.project.getValue())
+                .last("limit 1"));
+        if (projectStoryCheck == null) {
+            throw new BusinessException("需求未关联项目，无法拆分任务");
+        }
+        //同 storyId+name+type 已存在 → 跳过记 skipped
+        List<ZtTask> existList = this.list(new QueryWrapper<ZtTask>().lambda().eq(ZtTask::getStory, dto.getStoryId()));
+        Set<String> existKeys = existList.stream()
+                .filter(o -> o.getDeleted() == null || "0".equals(o.getDeleted()))
+                .map(o -> o.getName() + "#" + o.getType())
+                .collect(Collectors.toSet());
+        //调用前已有任务 id 快照（含已删除），用于调用后按 id 差集精确识别本次新建（openeddate 精度到秒会截断，时间比较不可靠）
+        Set<Integer> existIds = existList.stream().map(ZtTask::getId).collect(Collectors.toSet());
+
+        List<String> skipped = new ArrayList<>();
+        List<String> createdDescs = new ArrayList<>();
+        List<ZtTaskDTO> taskDtos = new ArrayList<>();
+        Set<String> createdKeys = new HashSet<>();
+        SimpleDateFormat sdf = new SimpleDateFormat("yyyy-MM-dd");
+        Date today = new Date();
+        for (ZtTaskAiBatchDTO.AiTaskItem item : tasks) {
+            String key = item.getName() + "#" + item.getType();
+            if (existKeys.contains(key) || createdKeys.contains(key)) {
+                skipped.add(item.getName());
+                continue;
+            }
+            //对齐老接口规则：工时必须录入
+            if (item.getAiEvaluationTime() == null) {
+                throw new BusinessException("请检查工时:" + item.getName());
+            }
+            //CHG-076：assignedTo 支持中文姓名——不是既有账号时按昵称查库映射账号（AI 框架传中文名场景）
+            String assignedTo = item.getAssignedTo();
+            if (StringUtils.isNotEmpty(assignedTo) && userService.getByAccount(assignedTo) == null) {
+                ZtUser byNickname = userService.getOne(new QueryWrapper<ZtUser>().lambda()
+                        .eq(ZtUser::getNickname, assignedTo).ne(ZtUser::getDeleted, "1").last("limit 1"));
+                if (byNickname != null) {
+                    assignedTo = byNickname.getAccount();
+                }
+            }
+            //补全老接口必传字段：estimate/left/estStarted/deadline/execution（日期缺省补当天，deadline缺省取estStarted）
+            ZtTaskDTO taskDto = new ZtTaskDTO();
+            taskDto.setStory(dto.getStoryId());
+            taskDto.setExecution(execution);
+            taskDto.setName(item.getName());
+            taskDto.setType(item.getType());
+            taskDto.setAssignedTo(assignedTo);
+            taskDto.setDesc(item.getDesc());
+            taskDto.setEstimate(item.getAiEvaluationTime());
+            taskDto.setLeft(item.getAiEvaluationTime());
+            try {
+                taskDto.setEstStarted(StringUtils.isNotEmpty(item.getPlanStartDate()) ? sdf.parse(item.getPlanStartDate()) : today);
+                taskDto.setDeadline(StringUtils.isNotEmpty(item.getDeadline()) ? sdf.parse(item.getDeadline()) : taskDto.getEstStarted());
+            } catch (ParseException e) {
+                throw new BusinessException("日期格式错误，应为yyyy-MM-dd:" + item.getName());
+            }
+            taskDtos.add(taskDto);
+            createdKeys.add(key);
+            //需求级汇总文案收集（一次批拆合并为一条需求动态，CHG-062）
+            String assigneeSeg = "未指派";
+            if (StringUtils.isNotEmpty(assignedTo)) {
+                ZtUser assigneeUser = userService.getByAccount(assignedTo);
+                String nick = assigneeUser != null && StringUtils.isNotEmpty(assigneeUser.getNickname())
+                        ? assigneeUser.getNickname() : item.getAssignedTo();
+                assigneeSeg = "指派：" + nick;
+            }
+            //CHG-081：类型中文名按 TaskType 枚举取值（原写死 test→测试/其他→开发，design 放行后会被误记为「开发」）
+            createdDescs.add(item.getName() + "（" + TaskType.transferType(item.getType()).getValue()
+                    + "，工时" + item.getAiEvaluationTime() + "h"
+                    + "，" + assigneeSeg + "）");
+        }
+
+        //走老批量创建链路：project/product回填、需求计划时间回写、消息推送、看板挂载、任务级留痕（RW+XJ）
+        List<Integer> taskIds = new ArrayList<>();
+        if (!taskDtos.isEmpty()) {
+            ZtTaskDTO batchDto = new ZtTaskDTO();
+            batchDto.setList(taskDtos);
+            this.batchAddTask(batchDto);
+            //batchAddTask无返回值：按 id 差集 + name#type 精确匹配取本次新建任务 id
+            List<ZtTask> createdList = this.list(new QueryWrapper<ZtTask>().lambda()
+                    .eq(ZtTask::getStory, dto.getStoryId()));
+            taskIds = createdList.stream()
+                    .filter(o -> !existIds.contains(o.getId()))
+                    .filter(o -> createdKeys.contains(o.getName() + "#" + o.getType()))
+                    .map(ZtTask::getId)
+                    .sorted()
+                    .collect(Collectors.toList());
+        }
+
+        //需求级留痕：一次批拆合并写一条（CHG-062）
+        if (!createdDescs.isEmpty()) {
+            String[] nums = {"①", "②", "③", "④", "⑤", "⑥", "⑦", "⑧", "⑨", "⑩"};
+            StringBuilder sb = new StringBuilder("AI拆分任务 ").append(createdDescs.size()).append(" 个：");
+            for (int i = 0; i < createdDescs.size(); i++) {
+                sb.append(i < 10 ? nums[i] : ("(" + (i + 1) + ")")).append(createdDescs.get(i));
+                if (i < createdDescs.size() - 1) {
+                    sb.append("；");
+                }
+            }
+            if (!skipped.isEmpty()) {
+                sb.append("；重复跳过 ").append(skipped.size()).append(" 个");
+            }
+            actionService.addAction(com.sa.zentao.enums.ActionType.XQ, com.sa.zentao.enums.ActionStatus.BJ,
+                    dto.getStoryId(), ztStory.getProduct() == null ? null : ztStory.getProduct() + "", null, null,
+                    aiActor, sb.toString(), null);
+        }
+
+        Map<String, Object> result = new HashMap<>();
+        result.put("created", taskIds.size());
+        result.put("taskIds", taskIds);
+        result.put("skipped", skipped);
+        return result;
+    }
+
     @Override
     @Transactional
     public void approval(ZtTaskDTO dto) {
diff --git a/src/main/java/com/sa/zentao/service/impl/ZtUserServiceImpl.java b/src/main/java/com/sa/zentao/service/impl/ZtUserServiceImpl.java
index cd98ca3..fa73090 100644
--- a/src/main/java/com/sa/zentao/service/impl/ZtUserServiceImpl.java
+++ b/src/main/java/com/sa/zentao/service/impl/ZtUserServiceImpl.java
@@ -354,6 +354,10 @@ public class ZtUserServiceImpl extends ServiceImpl<ZtUserMapper, ZtUser> impleme
         }
         ZtUser ztUser = new ZtUser();
         BeanUtils.copyProperties(user,ztUser);
+        //开发方向（CHG-038）：仅 KFZ 保留，其余属性置空
+        if (ztUser.getUserType() != com.sa.zentao.enums.UserType.KFZ) {
+            ztUser.setDevDirection(null);
+        }
         List<String> productList = user.getProductList();
         if(!CollectionUtils.isEmpty(productList)){
             ztUser.setProductIds(StringUtils.join(productList,","));
@@ -401,6 +405,8 @@ public class ZtUserServiceImpl extends ServiceImpl<ZtUserMapper, ZtUser> impleme
 
         ztUser.setPassword(user.getPassword());
         ztUser.setUserType(user.getUserType());
+        //开发方向（CHG-038）：非 KFZ 置空，KFZ 按表单值
+        ztUser.setDevDirection(user.getUserType() == com.sa.zentao.enums.UserType.KFZ ? user.getDevDirection() : null);
         ztUser.setEmail(user.getEmail());
         ztUser.setPhone(user.getPhone());
         if(!CollectionUtils.isEmpty(user.getProductList())){
diff --git a/src/main/java/com/sa/zentao/service/perf/AbstractDocReadyCalculator.java b/src/main/java/com/sa/zentao/service/perf/AbstractDocReadyCalculator.java
new file mode 100644
index 0000000..6175171
--- /dev/null
+++ b/src/main/java/com/sa/zentao/service/perf/AbstractDocReadyCalculator.java
@@ -0,0 +1,74 @@
+package com.sa.zentao.service.perf;
+
+import com.alibaba.fastjson.JSONObject;
+import com.sa.zentao.entity.ZtDocCheck;
+import com.sa.zentao.entity.ZtStory;
+import com.sa.zentao.service.IZtDocCheckService;
+import com.sa.zentao.service.IZtStoryService;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.util.CollectionUtils;
+
+import java.math.BigDecimal;
+import java.util.List;
+import java.util.Map;
+import java.util.Set;
+import java.util.stream.Collectors;
+
+/**
+ * 文档齐备扣分基类（FR-014 消费 zt_doc_check 快照）：
+ * score = 100 − 缺失数×每份扣分，扣完截止；复核通过（appealResult=pass）的缺失不计。
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+public abstract class AbstractDocReadyCalculator extends AbstractPerfIndicatorCalculator {
+
+    @Autowired
+    protected IZtDocCheckService docCheckService;
+    @Autowired
+    protected IZtStoryService storyService;
+
+    /**
+     * 纳入统计的文档类型
+     */
+    protected abstract Set<String> docTypes();
+
+    /**
+     * 每缺失一份扣分（缺省值，rule_json.deductPerStep 可覆盖）
+     */
+    protected abstract int defaultDeductPerMissing();
+
+    /**
+     * 该核查记录是否归属此账号
+     */
+    protected abstract boolean ownRow(ZtDocCheck row, Map<Integer, ZtStory> storyMap, String account);
+
+    @Override
+    protected BigDecimal doCompute(String account, String month, JSONObject rule) {
+        List<ZtDocCheck> rows = docCheckService.listMonthRows(month);
+        if (CollectionUtils.isEmpty(rows)) {
+            rawDetail("当月无核查记录");
+            return FULL_SCORE;
+        }
+        Set<String> types = docTypes();
+        List<ZtDocCheck> missing = rows.stream()
+                .filter(o -> types.contains(o.getDocType()))
+                .filter(ZtDocCheck::countsAsMissing)
+                .collect(Collectors.toList());
+        if (CollectionUtils.isEmpty(missing)) {
+            rawDetail("缺失 0 份");
+            return FULL_SCORE;
+        }
+        Set<Integer> storyIds = missing.stream().map(ZtDocCheck::getStoryId).collect(Collectors.toSet());
+        Map<Integer, ZtStory> storyMap = storyService.listByIds(storyIds).stream()
+                .collect(Collectors.toMap(ZtStory::getId, o -> o, (a, b) -> a));
+        long mine = missing.stream().filter(o -> ownRow(o, storyMap, account)).count();
+        if (rule == null) {
+            // 无配置：返回原始值（缺失份数）
+            return BigDecimal.valueOf(mine);
+        }
+        int perDeduct = rule.getIntValue("deductPerStep") == 0 ? defaultDeductPerMissing() : rule.getIntValue("deductPerStep");
+        rawDetail("缺失 " + mine + " 份 × 扣 " + perDeduct + " 分");
+        return clampScore(FULL_SCORE.subtract(BigDecimal.valueOf(mine * perDeduct)));
+    }
+}
diff --git a/src/main/java/com/sa/zentao/service/perf/AbstractOpsCountCalculator.java b/src/main/java/com/sa/zentao/service/perf/AbstractOpsCountCalculator.java
new file mode 100644
index 0000000..b424058
--- /dev/null
+++ b/src/main/java/com/sa/zentao/service/perf/AbstractOpsCountCalculator.java
@@ -0,0 +1,41 @@
+package com.sa.zentao.service.perf;
+
+import com.alibaba.fastjson.JSONObject;
+
+import java.math.BigDecimal;
+
+/**
+ * 运维周频次指标基类（监控/巡检/备份）：
+ * 应做次数 = 当月周数 × 每周次数(timesPerWeek) × 项目数(projects，备份用)；
+ * 缺失 = max(0, 应做 − 实做)；score = 100 − 缺失×deductPerMissing，扣完截止。
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+public abstract class AbstractOpsCountCalculator extends AbstractPerfIndicatorCalculator {
+
+    /**
+     * 实做次数（zt_yw* 记录数，当月 + 该账号）
+     */
+    protected abstract long actualCount(String account, String month);
+
+    protected abstract int defaultTimesPerWeek();
+
+    protected abstract int defaultDeductPerMissing();
+
+    @Override
+    protected BigDecimal doCompute(String account, String month, JSONObject rule) {
+        long actual = actualCount(account, month);
+        if (rule == null) {
+            // 无配置：返回原始值（实做次数）
+            return BigDecimal.valueOf(actual);
+        }
+        int timesPerWeek = rule.getIntValue("timesPerWeek") == 0 ? defaultTimesPerWeek() : rule.getIntValue("timesPerWeek");
+        int projects = rule.getIntValue("projects") == 0 ? 1 : rule.getIntValue("projects");
+        int deductPerMissing = rule.getIntValue("deductPerMissing") == 0 ? defaultDeductPerMissing() : rule.getIntValue("deductPerMissing");
+        long expected = (long) weeksOfMonth(month) * timesPerWeek * projects;
+        long missing = Math.max(0, expected - actual);
+        rawDetail("实做 " + actual + " / 应做 " + expected + "（缺 " + missing + " 次）");
+        return clampScore(FULL_SCORE.subtract(scaleDeduct(rule, BigDecimal.valueOf(missing * deductPerMissing))));
+    }
+}
diff --git a/src/main/java/com/sa/zentao/service/perf/AbstractPerfIndicatorCalculator.java b/src/main/java/com/sa/zentao/service/perf/AbstractPerfIndicatorCalculator.java
new file mode 100644
index 0000000..0ae4742
--- /dev/null
+++ b/src/main/java/com/sa/zentao/service/perf/AbstractPerfIndicatorCalculator.java
@@ -0,0 +1,298 @@
+package com.sa.zentao.service.perf;
+
+import com.alibaba.fastjson.JSON;
+import com.alibaba.fastjson.JSONArray;
+import com.alibaba.fastjson.JSONObject;
+import com.sa.zentao.entity.ZtPerfConfig;
+import com.sa.zentao.service.IZtPerfConfigService;
+import com.sa.zentao.utils.DateUtils;
+import org.apache.commons.lang3.StringUtils;
+import org.springframework.beans.factory.annotation.Autowired;
+
+import java.math.BigDecimal;
+import java.math.RoundingMode;
+import java.util.Calendar;
+import java.util.Date;
+import java.util.List;
+
+/**
+ * 绩效指标计算器基类：配置加载 + 规则引擎（linear/threshold/manual 三类）。
+ * rule_json 说明见 sql/20260728_init_zt_perf_config.sql 说明头。
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+public abstract class AbstractPerfIndicatorCalculator implements PerfIndicatorCalculator {
+
+    protected static final BigDecimal FULL_SCORE = BigDecimal.valueOf(100);
+
+    /**
+     * CHG-041 指标过程值（分子/分母/率，如 "Σ指数314.03 / 达标105h = 299.0%"），
+     * 供弹窗「绩效数据」列展示；ThreadLocal 保证单例计算器并发安全，compute 消费后清除。
+     */
+    private static final ThreadLocal<String> RAW_DETAIL = new ThreadLocal<>();
+
+    /**
+     * CHG-053 当前选中的产品集（program id，月报下拉）：myWorkScore 入口设置，
+     * 各项目口径指标按该产品集过滤；null = 按本人项目（旧行为）。
+     */
+    private static final ThreadLocal<Integer> PROGRAM = new ThreadLocal<>();
+
+    public static void setCurrentProgram(Integer program) {
+        if (program == null) {
+            PROGRAM.remove();
+        } else {
+            PROGRAM.set(program);
+        }
+    }
+
+    public static void clearCurrentProgram() {
+        PROGRAM.remove();
+    }
+
+    protected Integer currentProgram() {
+        return PROGRAM.get();
+    }
+
+    @Autowired
+    protected IZtPerfConfigService perfConfigService;
+
+    /**
+     * 子类在 doCompute 内记录过程值
+     */
+    protected void rawDetail(String detail) {
+        RAW_DETAIL.set(detail);
+    }
+
+    @Override
+    public String consumeRawDetail() {
+        String detail = RAW_DETAIL.get();
+        RAW_DETAIL.remove();
+        return detail;
+    }
+
+    @Override
+    public BigDecimal compute(String account, String month) {
+        RAW_DETAIL.remove();
+        String role = perfConfigService.resolveRole(account);
+        ZtPerfConfig config = perfConfigService.getEnabledConfig(role, key());
+        JSONObject rule = parseRule(config);
+        //CHG-051 扣分尺度统一为加权尺度（用户拍板"10分满分 10-2"）：
+        //把配置权重放进 rule，扣分按 1/权重 放大到 100 分制再扣（最终 ×权重 = xlsx 字面加权扣分）
+        if (rule != null && config != null && config.getWeight() != null
+                && config.getWeight().compareTo(BigDecimal.ZERO) > 0) {
+            rule.put("__w", config.getWeight());
+        }
+        return doCompute(account, month, rule);
+    }
+
+    /**
+     * CHG-051 加权尺度扣分换算：xlsx 的"扣 X 分"是权重分值尺度（如 10 分项缺 1 份扣 2），
+     * 100 分制下需按 1/权重 放大；无权重配置时按原 100 分制扣分（兼容旧行为）。
+     */
+    protected BigDecimal scaleDeduct(JSONObject rule, BigDecimal deduct) {
+        if (rule == null || deduct == null) {
+            return deduct;
+        }
+        Object w = rule.get("__w");
+        if (w instanceof BigDecimal && ((BigDecimal) w).compareTo(BigDecimal.ZERO) > 0) {
+            return deduct.divide((BigDecimal) w, 2, RoundingMode.HALF_UP);
+        }
+        return deduct;
+    }
+
+    /**
+     * 子类实现：先算原始值，再按 rule 套分；rule 为空时返回原始值
+     */
+    protected abstract BigDecimal doCompute(String account, String month, JSONObject rule);
+
+    protected JSONObject parseRule(ZtPerfConfig config) {
+        if (config == null || StringUtils.isEmpty(config.getRuleJson())) {
+            return null;
+        }
+        try {
+            return JSON.parseObject(config.getRuleJson());
+        } catch (Exception e) {
+            return null;
+        }
+    }
+
+    // ==================== 规则引擎 ====================
+
+    /**
+     * linear：每减/增 X% 扣 Y 分，扣完截止；支持 segments 分段线性。
+     * 单段参数：direction=below/above、target、step、deductPerStep；
+     * 分段参数：segments=[{"ge":95,"from":100,"deductPer":1},...]（ge 为段下界含，from 为段上界不含，扣分按 from-max(actual,ge) 计）
+     *
+     * @param actual 实际值（百分比数值，如 97 表示 97%）
+     * @return 得分 0~100
+     */
+    protected BigDecimal applyLinear(JSONObject rule, BigDecimal actual) {
+        if (rule == null || actual == null) {
+            return actual == null ? BigDecimal.ZERO : actual;
+        }
+        JSONArray segments = rule.getJSONArray("segments");
+        BigDecimal deduct;
+        if (segments != null && !segments.isEmpty()) {
+            deduct = BigDecimal.ZERO;
+            for (int i = 0; i < segments.size(); i++) {
+                JSONObject seg = segments.getJSONObject(i);
+                BigDecimal ge = seg.getBigDecimal("ge");
+                BigDecimal from = seg.getBigDecimal("from");
+                BigDecimal deductPer = seg.getBigDecimal("deductPer");
+                if (ge == null || from == null || deductPer == null) {
+                    continue;
+                }
+                if (actual.compareTo(from) < 0) {
+                    BigDecimal covered = from.subtract(actual.max(ge));
+                    if (covered.compareTo(BigDecimal.ZERO) > 0) {
+                        deduct = deduct.add(covered.multiply(deductPer));
+                    }
+                }
+            }
+        } else {
+            BigDecimal target = rule.getBigDecimal("target");
+            BigDecimal step = rule.getBigDecimal("step");
+            BigDecimal deductPerStep = rule.getBigDecimal("deductPerStep");
+            if (target == null || step == null || deductPerStep == null || step.compareTo(BigDecimal.ZERO) == 0) {
+                return actual;
+            }
+            String direction = rule.getString("direction");
+            BigDecimal diff;
+            if ("above".equals(direction)) {
+                diff = actual.subtract(target);
+            } else {
+                diff = target.subtract(actual);
+            }
+            if (diff.compareTo(BigDecimal.ZERO) <= 0) {
+                return FULL_SCORE;
+            }
+            BigDecimal steps = diff.divide(step, 0, RoundingMode.UP);
+            deduct = steps.multiply(deductPerStep);
+        }
+        return clampScore(FULL_SCORE.subtract(scaleDeduct(rule, deduct)));
+    }
+
+    /**
+     * threshold：阈值分档，bands=[{"ge":100,"score":100},{"ge":90,"score":40},{"ge":0,"score":0}]，取首个 actual>=ge 档
+     */
+    protected BigDecimal applyThreshold(JSONObject rule, BigDecimal actual) {
+        if (rule == null || actual == null) {
+            return actual == null ? BigDecimal.ZERO : actual;
+        }
+        JSONArray bands = rule.getJSONArray("bands");
+        if (bands == null || bands.isEmpty()) {
+            return actual;
+        }
+        for (int i = 0; i < bands.size(); i++) {
+            JSONObject band = bands.getJSONObject(i);
+            BigDecimal ge = band.getBigDecimal("ge");
+            BigDecimal score = band.getBigDecimal("score");
+            if (ge != null && score != null && actual.compareTo(ge) >= 0) {
+                return clampScore(score);
+            }
+        }
+        return BigDecimal.ZERO;
+    }
+
+    /**
+     * 按规则类型套分：linear/threshold；manual 或其他 → 返回原始值
+     */
+    protected BigDecimal applyRule(JSONObject rule, BigDecimal actual) {
+        if (rule == null) {
+            return actual;
+        }
+        String type = rule.getString("type");
+        if ("linear".equals(type)) {
+            return applyLinear(rule, actual);
+        }
+        if ("threshold".equals(type)) {
+            return applyThreshold(rule, actual);
+        }
+        return actual;
+    }
+
+    protected BigDecimal clampScore(BigDecimal score) {
+        if (score == null) {
+            return BigDecimal.ZERO;
+        }
+        if (score.compareTo(BigDecimal.ZERO) < 0) {
+            return BigDecimal.ZERO;
+        }
+        if (score.compareTo(FULL_SCORE) > 0) {
+            return FULL_SCORE;
+        }
+        return score;
+    }
+
+    // ==================== 取数辅助 ====================
+
+    /**
+     * yyyy-MM → 当月第一天
+     */
+    protected Date monthToDate(String month) {
+        if (StringUtils.isEmpty(month)) {
+            throw new IllegalArgumentException("月份不能为空");
+        }
+        String[] parts = month.split("-");
+        Calendar calendar = Calendar.getInstance();
+        calendar.clear();
+        calendar.set(Integer.parseInt(parts[0]), Integer.parseInt(parts[1]) - 1, 1);
+        return calendar.getTime();
+    }
+
+    protected Date firstDayOfMonth(String month) {
+        return DateUtils.getFirstDayOfMonth(monthToDate(month));
+    }
+
+    protected Date lastDayOfMonth(String month) {
+        return DateUtils.getLastDayOfMonth(monthToDate(month));
+    }
+
+    /**
+     * 当月周数（按自然天数/7 向上取整，运维周频次指标基准）
+     */
+    protected int weeksOfMonth(String month) {
+        Date d = monthToDate(month);
+        Calendar calendar = Calendar.getInstance();
+        calendar.setTime(d);
+        int days = calendar.getActualMaximum(Calendar.DAY_OF_MONTH);
+        return (int) Math.ceil(days / 7.0);
+    }
+
+    /**
+     * Float 集合求和（null 跳过）
+     */
+    protected BigDecimal sumFloat(List<Float> values) {
+        BigDecimal sum = BigDecimal.ZERO;
+        if (values == null) {
+            return sum;
+        }
+        for (Float v : values) {
+            if (v != null) {
+                sum = sum.add(BigDecimal.valueOf(v));
+            }
+        }
+        return sum;
+    }
+
+    /**
+     * 百分比：分子/分母×100，两位小数；分母为 0 返回 ZERO
+     */
+    protected BigDecimal percent(BigDecimal numerator, BigDecimal denominator) {
+        if (denominator == null || denominator.compareTo(BigDecimal.ZERO) == 0) {
+            return BigDecimal.ZERO;
+        }
+        return numerator.multiply(FULL_SCORE).divide(denominator, 2, RoundingMode.HALF_UP);
+    }
+
+    /**
+     * 千分比：分子/分母×1000，两位小数；分母为 0 返回 ZERO
+     */
+    protected BigDecimal permille(BigDecimal numerator, BigDecimal denominator) {
+        if (denominator == null || denominator.compareTo(BigDecimal.ZERO) == 0) {
+            return BigDecimal.ZERO;
+        }
+        return numerator.multiply(BigDecimal.valueOf(1000)).divide(denominator, 2, RoundingMode.HALF_UP);
+    }
+}
diff --git a/src/main/java/com/sa/zentao/service/perf/AbstractTaskOnTimeRateCalculator.java b/src/main/java/com/sa/zentao/service/perf/AbstractTaskOnTimeRateCalculator.java
new file mode 100644
index 0000000..6ff1e77
--- /dev/null
+++ b/src/main/java/com/sa/zentao/service/perf/AbstractTaskOnTimeRateCalculator.java
@@ -0,0 +1,55 @@
+package com.sa.zentao.service.perf;
+
+import com.alibaba.fastjson.JSONObject;
+import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
+import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
+import com.sa.zentao.entity.ZtTask;
+import com.sa.zentao.service.IZtTaskService;
+import com.sa.zentao.utils.DateUtils;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.util.CollectionUtils;
+
+import java.math.BigDecimal;
+import java.util.List;
+import java.util.stream.Collectors;
+
+/**
+ * 任务及时完成率基类：Σ(按时完成任务的分配工时) ÷ Σ(当月完成任务分配工时)。
+ * 按时 = finishedDate ≤ deadline（当日末）；typeFilter 区分全部任务（开发/UI）与测试任务（type=test）。
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+public abstract class AbstractTaskOnTimeRateCalculator extends AbstractPerfIndicatorCalculator {
+
+    @Autowired
+    protected IZtTaskService taskService;
+
+    /**
+     * 任务类型过滤，null = 全部类型
+     */
+    protected abstract String typeFilter();
+
+    @Override
+    protected BigDecimal doCompute(String account, String month, JSONObject rule) {
+        LambdaQueryWrapper<ZtTask> wrapper = new QueryWrapper<ZtTask>().lambda()
+                .eq(ZtTask::getAssignedTo, account)
+                .eq(ZtTask::getStatus, "done")
+                .ge(ZtTask::getFinishedDate, firstDayOfMonth(month))
+                .le(ZtTask::getFinishedDate, lastDayOfMonth(month));
+        if (typeFilter() != null) {
+            wrapper.eq(ZtTask::getType, typeFilter());
+        }
+        List<ZtTask> tasks = taskService.list(wrapper);
+        if (CollectionUtils.isEmpty(tasks)) {
+            return BigDecimal.ZERO;
+        }
+        BigDecimal totalEstimate = sumFloat(tasks.stream().map(ZtTask::getEstimate).collect(Collectors.toList()));
+        BigDecimal onTimeEstimate = sumFloat(tasks.stream()
+                .filter(o -> o.getDeadline() != null && o.getFinishedDate() != null
+                        && o.getFinishedDate().getTime() <= DateUtils.getDayLast(o.getDeadline()).getTime())
+                .map(ZtTask::getEstimate).collect(Collectors.toList()));
+        BigDecimal rate = percent(onTimeEstimate, totalEstimate);
+        return applyRule(rule, rate);
+    }
+}
diff --git a/src/main/java/com/sa/zentao/service/perf/AbstractWeightedBugCalculator.java b/src/main/java/com/sa/zentao/service/perf/AbstractWeightedBugCalculator.java
new file mode 100644
index 0000000..03816d1
--- /dev/null
+++ b/src/main/java/com/sa/zentao/service/perf/AbstractWeightedBugCalculator.java
@@ -0,0 +1,120 @@
+package com.sa.zentao.service.perf;
+
+import com.alibaba.fastjson.JSONObject;
+import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
+import com.sa.zentao.entity.ZtBug;
+import com.sa.zentao.entity.ZtStory;
+import com.sa.zentao.entity.ZtTask;
+import com.sa.zentao.service.IZtBugService;
+import com.sa.zentao.service.IZtTaskService;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.util.CollectionUtils;
+
+import java.math.BigDecimal;
+import java.util.List;
+import java.util.Set;
+import java.util.stream.Collectors;
+
+/**
+ * 线上 Bug 加权扣分基类（线上Bug率/产品缺陷率，同口径）。
+ * 已锁口径：线上 Bug = zt_bug.bug_type=prod；severity 1 重大、2/3/4 普通（以老弹窗 getBugFindScore 为准）；率按 ‰ 计。
+ * rule mode=perBug：score = 100 − (普通×normalDeduct + 重大×majorDeduct)，扣完截止。
+ * rule 含 exemptPerMille（PM/产品系 4 条规则）：先按 PRD §7.3 算
+ * Σ(当月上线需求 Bug 数) ÷ Σ(上线需求开发任务工时) ‰，≤ exemptPerMille 满分豁免，> 才按 perBug 扣分。
+ * CHG-050 ①分母由 zt_story.estimate 改 devel 任务 estimate 合计（用户拍板"需求工时是任务sum"，estimate 全线未填）；
+ * ②四角色（项目经理/王宇航/产品经理/产品助理）改项目口径（∩当月窗口内执行关联产品的上线需求）。
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+public abstract class AbstractWeightedBugCalculator extends AbstractWorkloadRateCalculator {
+
+    @Autowired
+    protected IZtBugService bugService;
+
+    @Autowired
+    protected IZtTaskService taskService;
+
+    @Override
+    protected Set<Integer> scopeStoryIds(String account, String month) {
+        // 不走完成率管道，钩子占位
+        return null;
+    }
+
+    @Override
+    protected int producerCount(String account, String month) {
+        return 1;
+    }
+
+    @Override
+    protected BigDecimal doCompute(String account, String month, JSONObject rule) {
+        if (rule != null && rule.getBigDecimal("exemptPerMille") != null) {
+            return computeWithExempt(account, month, rule);
+        }
+        List<ZtBug> bugs = bugService.list(new QueryWrapper<ZtBug>().lambda()
+                .eq(ZtBug::getBugType, "prod")
+                .eq(ZtBug::getAssignedTo, account)
+                .ge(ZtBug::getOpeneddate, firstDayOfMonth(month))
+                .le(ZtBug::getOpeneddate, lastDayOfMonth(month)));
+        rawDetail("Bug " + (countMajor(bugs) + countNormal(bugs)) + " 个（重大 " + countMajor(bugs) + "/普通 " + countNormal(bugs) + "），按个扣分");
+        return perBugScore(bugs, rule);
+    }
+
+    /**
+     * ≤5‰ 豁免口径（PRD §7.3）：分子=当月上线需求（releaseddate 当月，四角色时∩项目关联产品）的 prod Bug 数，
+     * 分母=当月上线需求的 devel 任务 estimate 合计（CHG-050）；率 ≤ exemptPerMille 得满分，否则按个扣分。
+     */
+    private BigDecimal computeWithExempt(String account, String month, JSONObject rule) {
+        List<ZtStory> stories = storyService.list(new QueryWrapper<ZtStory>().lambda()
+                .ge(ZtStory::getReleaseddate, firstDayOfMonth(month))
+                .le(ZtStory::getReleaseddate, lastDayOfMonth(month)));
+        boolean projectScoped = isProjectScopedRole(account);
+        if (projectScoped) {
+            Set<Integer> projectStoryIds = projectScopeStoryIds(account, month);
+            stories = stories.stream().filter(o -> projectStoryIds.contains(o.getId())).collect(Collectors.toList());
+        }
+        if (CollectionUtils.isEmpty(stories)) {
+            rawDetail("当月无上线需求" + (projectScoped ? "（项目范围）" : ""));
+            return FULL_SCORE;
+        }
+        List<Integer> storyIds = stories.stream().map(ZtStory::getId).collect(Collectors.toList());
+        BigDecimal totalEstimate = sumFloat(taskService.list(new QueryWrapper<ZtTask>().lambda()
+                        .in(ZtTask::getStory, storyIds)
+                        .eq(ZtTask::getType, "devel")
+                        .eq(ZtTask::getDeleted, "0")
+                        .notIn(ZtTask::getStatus, "cancel", "closed"))
+                .stream().map(ZtTask::getEstimate).collect(Collectors.toList()));
+        //CHG-067：zt_bug.story 为死字段（全库 prod/dev Bug 均 story=0），需求关联实际走 toStory（用户拍板"启用的是toStory"）
+        List<ZtBug> bugs = bugService.list(new QueryWrapper<ZtBug>().lambda()
+                .eq(ZtBug::getBugType, "prod")
+                .in(ZtBug::getTostory, storyIds));
+        BigDecimal rate = permille(BigDecimal.valueOf(countMajor(bugs) + countNormal(bugs)), totalEstimate);
+        rawDetail("Bug " + (countMajor(bugs) + countNormal(bugs)) + " 个（重大 " + countMajor(bugs) + "/普通 " + countNormal(bugs) + "）/ Σ工时 " + totalEstimate.stripTrailingZeros().toPlainString() + "h = " + rate.stripTrailingZeros().toPlainString() + "‰（豁免线 " + rule.getBigDecimal("exemptPerMille") + "‰）");
+        if (rate.compareTo(rule.getBigDecimal("exemptPerMille")) <= 0) {
+            return FULL_SCORE;
+        }
+        return perBugScore(bugs, rule);
+    }
+
+    private BigDecimal perBugScore(List<ZtBug> bugs, JSONObject rule) {
+        long major = countMajor(bugs);
+        long normal = countNormal(bugs);
+        if (rule == null) {
+            // 无配置：返回原始值（Bug 总数）
+            return BigDecimal.valueOf(major + normal);
+        }
+        int normalDeduct = rule.getIntValue("normalDeduct") == 0 ? 3 : rule.getIntValue("normalDeduct");
+        int majorDeduct = rule.getIntValue("majorDeduct") == 0 ? 10 : rule.getIntValue("majorDeduct");
+        BigDecimal deduct = BigDecimal.valueOf(normal * normalDeduct + major * majorDeduct);
+        return clampScore(FULL_SCORE.subtract(scaleDeduct(rule, deduct)));
+    }
+
+    private long countMajor(List<ZtBug> bugs) {
+        return bugs.stream().filter(o -> o.getSeverity() != null && o.getSeverity() == 1).count();
+    }
+
+    private long countNormal(List<ZtBug> bugs) {
+        return bugs.stream().filter(o -> o.getSeverity() != null
+                && (o.getSeverity() == 2 || o.getSeverity() == 3 || o.getSeverity() == 4)).count();
+    }
+}
diff --git a/src/main/java/com/sa/zentao/service/perf/AbstractWorkloadRateCalculator.java b/src/main/java/com/sa/zentao/service/perf/AbstractWorkloadRateCalculator.java
new file mode 100644
index 0000000..31e1e9a
--- /dev/null
+++ b/src/main/java/com/sa/zentao/service/perf/AbstractWorkloadRateCalculator.java
@@ -0,0 +1,249 @@
+package com.sa.zentao.service.perf;
+
+import com.alibaba.fastjson.JSONObject;
+import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
+import com.sa.zentao.entity.ZtStoryMonthWorkload;
+import com.sa.zentao.entity.ZtUser;
+import com.sa.zentao.enums.UserType;
+import com.sa.zentao.service.IZtStoryMonthWorkloadService;
+import com.sa.zentao.service.IZtUserService;
+import com.sa.zentao.utils.DateUtils;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.util.CollectionUtils;
+
+import java.math.BigDecimal;
+import java.util.Collections;
+import java.util.Date;
+import java.util.List;
+import java.util.Set;
+import java.util.stream.Collectors;
+
+/**
+ * 工作量指标完成率基类（FR-012）。
+ * 已锁口径：完成率 = Σ(zt_story_month_workload 当月 workload 增量) ÷ (可用工作天数×5×产出人数)，
+ * workload 增量即 zt_story_month_workload.workload_index 列（写入时已按 指数×完成度增量/100 计算），
+ * 测试人员不计入产出方。
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+public abstract class AbstractWorkloadRateCalculator extends AbstractPerfIndicatorCalculator {
+
+    @Autowired
+    protected IZtStoryMonthWorkloadService storyMonthWorkloadService;
+    @Autowired
+    protected IZtUserService userService;
+    @Autowired
+    protected com.sa.zentao.service.IZtTeamService teamService;
+    @Autowired
+    protected com.sa.zentao.service.IZtProjectService projectService;
+    @Autowired
+    protected com.sa.zentao.service.IZtExecutionprojectService executionprojectService;
+    @Autowired
+    protected com.sa.zentao.service.IZtProjectproductService projectproductService;
+    @Autowired
+    protected com.sa.zentao.service.IZtProductService productService;
+    @Autowired
+    protected com.sa.zentao.service.IZtStoryService storyService;
+
+    /**
+     * 需求范围过滤；返回 null 表示不限制（团队口径）
+     */
+    protected abstract Set<Integer> scopeStoryIds(String account, String month);
+
+    /**
+     * 产出方人数（分母 = 工作天数×5×人数；个人口径返回 1）
+     */
+    protected abstract int producerCount(String account, String month);
+
+    /**
+     * 是否项目经理（含王宇航变体 projectManagerWyh）
+     */
+    protected boolean isProjectManager(String account) {
+        String role = perfConfigService.resolveRole(account);
+        return role != null && role.startsWith("projectManager");
+    }
+
+    /**
+     * CHG-048 项目口径四角色：项目经理（含王宇航变体）、产品经理、产品助理
+     */
+    protected boolean isProjectScopedRole(String account) {
+        String role = perfConfigService.resolveRole(account);
+        return "projectManager".equals(role) || "projectManagerWyh".equals(role)
+                || "productManager".equals(role) || "productAssistant".equals(role);
+    }
+
+    /**
+     * CHG-043 项目经理项目口径：他当月窗口内（begin 或 end 落当月）参与的执行列表
+     */
+    protected List<com.sa.zentao.entity.ZtProject> projectExecs(String account, String month) {
+        List<com.sa.zentao.entity.ZtTeam> teams = teamService.list(new QueryWrapper<com.sa.zentao.entity.ZtTeam>().lambda()
+                .eq(com.sa.zentao.entity.ZtTeam::getType, "execution")
+                .eq(com.sa.zentao.entity.ZtTeam::getAccount, account));
+        if (teams.isEmpty()) {
+            return Collections.emptyList();
+        }
+        Date first = firstDayOfMonth(month);
+        Date last = lastDayOfMonth(month);
+        return projectService.list(new QueryWrapper<com.sa.zentao.entity.ZtProject>().lambda()
+                        .in(com.sa.zentao.entity.ZtProject::getId, teams.stream().map(com.sa.zentao.entity.ZtTeam::getRoot).collect(Collectors.toList())))
+                .stream().filter(o -> (o.getBegin() != null && !o.getBegin().before(first) && !o.getBegin().after(last))
+                        || (o.getEnd() != null && !o.getEnd().before(first) && !o.getEnd().after(last)))
+                .collect(Collectors.toList());
+    }
+
+    /**
+     * CHG-043 项目口径需求范围：他当月执行 → 关联产品的需求 id 集（无执行/无产品 → 空集，分子为 0）。
+     * CHG-053 优先按当前选中产品集（program）圈产品；未选中退回本人执行路径。
+     */
+    protected Set<Integer> projectScopeStoryIds(String account, String month) {
+        Set<Integer> productIds = currentProgramProductIds();
+        if (productIds == null) {
+            List<com.sa.zentao.entity.ZtProject> execs = projectExecs(account, month);
+            if (execs.isEmpty()) {
+                return Collections.emptySet();
+            }
+            List<com.sa.zentao.entity.ZtExecutionproject> eps = executionprojectService.list(new QueryWrapper<com.sa.zentao.entity.ZtExecutionproject>().lambda()
+                    .in(com.sa.zentao.entity.ZtExecutionproject::getExecution, execs.stream().map(com.sa.zentao.entity.ZtProject::getId).collect(Collectors.toList())));
+            if (eps.isEmpty()) {
+                return Collections.emptySet();
+            }
+            List<com.sa.zentao.entity.ZtProjectproduct> pps = projectproductService.list(new QueryWrapper<com.sa.zentao.entity.ZtProjectproduct>().lambda()
+                    .in(com.sa.zentao.entity.ZtProjectproduct::getProject, eps.stream().map(com.sa.zentao.entity.ZtExecutionproject::getProject).collect(Collectors.toList())));
+            productIds = pps.stream().map(com.sa.zentao.entity.ZtProjectproduct::getProduct).collect(Collectors.toSet());
+        }
+        if (productIds.isEmpty()) {
+            return Collections.emptySet();
+        }
+        return storyService.list(new QueryWrapper<com.sa.zentao.entity.ZtStory>().lambda()
+                        .in(com.sa.zentao.entity.ZtStory::getProduct, productIds)).stream()
+                .map(com.sa.zentao.entity.ZtStory::getId).collect(Collectors.toSet());
+    }
+
+    /**
+     * CHG-043 项目口径产出人数：他当月窗口内执行的 KFZ 成员数（测试不计；他本人为 XMGLY 非 KFZ，天然不含）。
+     * CHG-053 优先按选中产品集下在窗执行的成员数；未选中退回本人执行路径。
+     */
+    protected int projectProducerCount(String account, String month) {
+        List<com.sa.zentao.entity.ZtProject> execs;
+        Set<Integer> productIds = currentProgramProductIds();
+        if (productIds != null) {
+            if (productIds.isEmpty()) {
+                return 0;
+            }
+            execs = execsOfProducts(productIds, month);
+        } else {
+            execs = projectExecs(account, month);
+        }
+        if (execs.isEmpty()) {
+            return 0;
+        }
+        List<com.sa.zentao.entity.ZtTeam> members = teamService.list(new QueryWrapper<com.sa.zentao.entity.ZtTeam>().lambda()
+                .eq(com.sa.zentao.entity.ZtTeam::getType, "execution")
+                .in(com.sa.zentao.entity.ZtTeam::getRoot, execs.stream().map(com.sa.zentao.entity.ZtProject::getId).collect(Collectors.toList())));
+        List<String> accounts = members.stream().map(com.sa.zentao.entity.ZtTeam::getAccount).distinct().collect(Collectors.toList());
+        if (accounts.isEmpty()) {
+            return 0;
+        }
+        return (int) userService.count(new QueryWrapper<ZtUser>().lambda()
+                .eq(ZtUser::getUserType, UserType.KFZ)
+                .in(ZtUser::getAccount, accounts));
+    }
+
+    /**
+     * CHG-053 当前选中产品集（program id）→ 产品 id 集；未选中（null）返回 null
+     */
+    protected Set<Integer> currentProgramProductIds() {
+        Integer program = currentProgram();
+        if (program == null) {
+            return null;
+        }
+        return productService.list(new QueryWrapper<com.sa.zentao.entity.ZtProduct>().lambda()
+                        .eq(com.sa.zentao.entity.ZtProduct::getProgram, program)).stream()
+                .map(com.sa.zentao.entity.ZtProduct::getId).collect(Collectors.toSet());
+    }
+
+    /**
+     * CHG-053 产品 id 集 → 当月窗口内（begin 或 end 落当月）的执行列表
+     */
+    protected List<com.sa.zentao.entity.ZtProject> execsOfProducts(Set<Integer> productIds, String month) {
+        List<com.sa.zentao.entity.ZtProjectproduct> pps = projectproductService.list(new QueryWrapper<com.sa.zentao.entity.ZtProjectproduct>().lambda()
+                .in(com.sa.zentao.entity.ZtProjectproduct::getProduct, productIds));
+        if (pps.isEmpty()) {
+            return Collections.emptyList();
+        }
+        List<com.sa.zentao.entity.ZtExecutionproject> eps = executionprojectService.list(new QueryWrapper<com.sa.zentao.entity.ZtExecutionproject>().lambda()
+                .in(com.sa.zentao.entity.ZtExecutionproject::getProject, pps.stream().map(com.sa.zentao.entity.ZtProjectproduct::getProject).collect(Collectors.toList())));
+        if (eps.isEmpty()) {
+            return Collections.emptyList();
+        }
+        Date first = firstDayOfMonth(month);
+        Date last = lastDayOfMonth(month);
+        return projectService.list(new QueryWrapper<com.sa.zentao.entity.ZtProject>().lambda()
+                        .in(com.sa.zentao.entity.ZtProject::getId, eps.stream().map(com.sa.zentao.entity.ZtExecutionproject::getExecution).collect(Collectors.toList())))
+                .stream().filter(o -> (o.getBegin() != null && !o.getBegin().before(first) && !o.getBegin().after(last))
+                        || (o.getEnd() != null && !o.getEnd().before(first) && !o.getEnd().after(last)))
+                .collect(Collectors.toList());
+    }
+
+    @Override
+    protected BigDecimal doCompute(String account, String month, JSONObject rule) {
+        List<ZtStoryMonthWorkload> records = storyMonthWorkloadService.list(
+                new QueryWrapper<ZtStoryMonthWorkload>().lambda().eq(ZtStoryMonthWorkload::getTime, month));
+        Set<Integer> scope = scopeStoryIds(account, month);
+        BigDecimal total = BigDecimal.ZERO;
+        if (!CollectionUtils.isEmpty(records)) {
+            for (ZtStoryMonthWorkload record : records) {
+                if (scope != null && !scope.contains(record.getStoryId())) {
+                    continue;
+                }
+                if (record.getWorkloadIndex() != null) {
+                    total = total.add(record.getWorkloadIndex());
+                }
+            }
+        }
+        int workDays = DateUtils.getWorkDaysInCurrentMonth(monthToDate(month));
+        int producers = producerCount(account, month);
+        // 写死团队月达标总工时（如飞侠车服=525）：选中产品集内有配置产品时，替换 工作天数×5×人数 公式算出的基数，其余逻辑不变
+        BigDecimal denominator;
+        BigDecimal fixedTeamTime = fixedTeamMonthTimeByProductIds(currentProgramProductIds());
+        if (fixedTeamTime != null) {
+            denominator = fixedTeamTime;
+        } else {
+            denominator = BigDecimal.valueOf((long) workDays * 5L * producers);
+        }
+        BigDecimal rate = percent(total, denominator);
+        rawDetail("Σ指数 " + total.stripTrailingZeros().toPlainString() + " / 达标 " + denominator.stripTrailingZeros().toPlainString() + "h = " + rate.stripTrailingZeros().toPlainString() + "%");
+        return applyRule(rule, rate);
+    }
+
+    /**
+     * 选中产品集内写死的团队月达标总工时合计（如 飞侠车服=525）；未选中产品集或无配置返回 null
+     */
+    private BigDecimal fixedTeamMonthTimeByProductIds(Set<Integer> productIds) {
+        if (CollectionUtils.isEmpty(productIds) || FixedTeamMonthTime.MAP.isEmpty()) {
+            return null;
+        }
+        List<com.sa.zentao.entity.ZtProduct> products = productService.listByIds(productIds);
+        BigDecimal total = BigDecimal.ZERO;
+        for (com.sa.zentao.entity.ZtProduct p : products) {
+            BigDecimal fixed = FixedTeamMonthTime.MAP.get(p.getName());
+            if (fixed != null) {
+                total = total.add(fixed);
+            }
+        }
+        return total.compareTo(BigDecimal.ZERO) > 0 ? total : null;
+    }
+
+    /**
+     * 开发产出人数（userType=KFZ，测试 CS 不计入产出方）
+     */
+    protected int devProducerCount() {
+        long count = userService.count(new QueryWrapper<ZtUser>().lambda().eq(ZtUser::getUserType, UserType.KFZ));
+        return (int) count;
+    }
+
+    protected Set<Integer> toStoryIds(List<com.sa.zentao.entity.ZtStoryExpand> expands) {
+        return expands.stream().map(com.sa.zentao.entity.ZtStoryExpand::getStoryId).collect(Collectors.toSet());
+    }
+}
diff --git a/src/main/java/com/sa/zentao/service/perf/BugDensityCalculator.java b/src/main/java/com/sa/zentao/service/perf/BugDensityCalculator.java
new file mode 100644
index 0000000..3c5d04b
--- /dev/null
+++ b/src/main/java/com/sa/zentao/service/perf/BugDensityCalculator.java
@@ -0,0 +1,58 @@
+package com.sa.zentao.service.perf;
+
+import com.alibaba.fastjson.JSONObject;
+import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
+import com.sa.zentao.entity.ZtBug;
+import com.sa.zentao.entity.ZtTask;
+import com.sa.zentao.service.IZtBugService;
+import com.sa.zentao.service.IZtTaskService;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.stereotype.Component;
+import org.springframework.util.CollectionUtils;
+
+import java.math.BigDecimal;
+import java.util.List;
+import java.util.stream.Collectors;
+
+/**
+ * Bug密度（后端/前端 0.3）：Σ(当月完成任务Bug数) ÷ Σ(完成任务分配工时)，≤15% 满分、每增1%扣3分。
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+@Component
+public class BugDensityCalculator extends AbstractPerfIndicatorCalculator {
+
+    @Autowired
+    private IZtTaskService taskService;
+    @Autowired
+    private IZtBugService bugService;
+
+    @Override
+    public String key() {
+        return "bugDensity";
+    }
+
+    @Override
+    protected BigDecimal doCompute(String account, String month, JSONObject rule) {
+        List<ZtTask> tasks = taskService.list(new QueryWrapper<ZtTask>().lambda()
+                .eq(ZtTask::getAssignedTo, account)
+                .eq(ZtTask::getStatus, "done")
+                .ge(ZtTask::getFinishedDate, firstDayOfMonth(month))
+                .le(ZtTask::getFinishedDate, lastDayOfMonth(month)));
+        if (CollectionUtils.isEmpty(tasks)) {
+            return BigDecimal.ZERO;
+        }
+        List<Integer> taskIds = tasks.stream().map(ZtTask::getId).collect(Collectors.toList());
+        long bugCount = bugService.count(new QueryWrapper<ZtBug>().lambda().in(ZtBug::getTask, taskIds));
+        BigDecimal estimateSum = sumFloat(tasks.stream().map(ZtTask::getEstimate).collect(Collectors.toList()));
+        BigDecimal density;
+        if (estimateSum.compareTo(BigDecimal.ZERO) == 0) {
+            // 除零边界：有 Bug 视为 100%，无 Bug 为 0
+            density = bugCount > 0 ? FULL_SCORE : BigDecimal.ZERO;
+        } else {
+            density = percent(BigDecimal.valueOf(bugCount), estimateSum);
+        }
+        return applyRule(rule, density);
+    }
+}
diff --git a/src/main/java/com/sa/zentao/service/perf/CodeQualityCalculator.java b/src/main/java/com/sa/zentao/service/perf/CodeQualityCalculator.java
new file mode 100644
index 0000000..4c53018
--- /dev/null
+++ b/src/main/java/com/sa/zentao/service/perf/CodeQualityCalculator.java
@@ -0,0 +1,116 @@
+package com.sa.zentao.service.perf;
+
+import com.alibaba.fastjson.JSON;
+import com.alibaba.fastjson.JSONObject;
+import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
+import com.sa.zentao.entity.ZtFile;
+import com.sa.zentao.entity.ZtStory;
+import com.sa.zentao.service.IZtFileService;
+import com.sa.zentao.service.IZtStoryService;
+import org.apache.commons.lang3.StringUtils;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.stereotype.Component;
+import org.springframework.util.CollectionUtils;
+
+import java.math.BigDecimal;
+import java.util.List;
+import java.util.stream.Collectors;
+
+/**
+ * 代码质量（后端/前端 0.1）：解析 zt_file(objectType=aiCodeReview) MD 头部「严重：N／错误：N」计数扣分。
+ * rule mode=round（后端，默认）：初审(round≤1) 严重1处扣3分、错误超6处扣3分；复审(round≥2) 严重1处扣5分、错误1处扣1分；
+ * rule mode=flat（前端）：每发现1问题扣3分（severeDeduct/errorDeduct 可配）。
+ * 轮次取 zt_file.extra {"round":N}，缺省按初审。
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+@Component
+public class CodeQualityCalculator extends AbstractPerfIndicatorCalculator {
+
+    @Autowired
+    private IZtStoryService storyService;
+    @Autowired
+    private IZtFileService fileService;
+    @Autowired
+    private MdContentResolver mdContentResolver;
+
+    @Override
+    public String key() {
+        return "codeQuality";
+    }
+
+    @Override
+    protected BigDecimal doCompute(String account, String month, JSONObject rule) {
+        List<ZtStory> stories = storyService.list(new QueryWrapper<ZtStory>().lambda()
+                .eq(ZtStory::getAssignedTo, account));
+        if (CollectionUtils.isEmpty(stories)) {
+            // 无负责需求：无审查对象，不扣分
+            return FULL_SCORE;
+        }
+        List<ZtFile> files = fileService.list(new QueryWrapper<ZtFile>().lambda()
+                .eq(ZtFile::getObjecttype, "aiCodeReview")
+                .in(ZtFile::getObjectid, stories.stream().map(ZtStory::getId).collect(Collectors.toList()))
+                .and(w -> w.isNull(ZtFile::getDeleted).or().eq(ZtFile::getDeleted, "0"))
+                .ge(ZtFile::getAddeddate, firstDayOfMonth(month))
+                .le(ZtFile::getAddeddate, lastDayOfMonth(month)));
+        if (CollectionUtils.isEmpty(files)) {
+            return FULL_SCORE;
+        }
+        String mode = rule == null ? "round" : rule.getString("mode");
+        BigDecimal deduct = BigDecimal.ZERO;
+        int totalProblems = 0;
+        for (ZtFile file : files) {
+            String content = mdContentResolver.readContent(file);
+            int[] counts = MdContentResolver.parseReviewCounts(content);
+            totalProblems += counts[0] + counts[1];
+            if ("flat".equals(mode)) {
+                int severeDeduct = rule.getIntValue("severeDeduct") == 0 ? 3 : rule.getIntValue("severeDeduct");
+                int errorDeduct = rule.getIntValue("errorDeduct") == 0 ? 3 : rule.getIntValue("errorDeduct");
+                deduct = deduct.add(BigDecimal.valueOf((long) counts[0] * severeDeduct + (long) counts[1] * errorDeduct));
+            } else {
+                deduct = deduct.add(roundDeduct(rule, parseRound(file), counts));
+            }
+        }
+        if (rule == null) {
+            // 无配置：返回原始值（问题总数）
+            return BigDecimal.valueOf(totalProblems);
+        }
+        return clampScore(FULL_SCORE.subtract(deduct));
+    }
+
+    /**
+     * 后端轮次扣分：初审严重1处扣3、错误超6处扣3；复审严重1处扣5、错误1处扣1
+     */
+    private BigDecimal roundDeduct(JSONObject rule, int round, int[] counts) {
+        if (round >= 2) {
+            int severeDeduct = rule.getIntValue("reRoundSevereDeduct") == 0 ? 5 : rule.getIntValue("reRoundSevereDeduct");
+            int errorDeduct = rule.getIntValue("reRoundErrorDeduct") == 0 ? 1 : rule.getIntValue("reRoundErrorDeduct");
+            return BigDecimal.valueOf((long) counts[0] * severeDeduct + (long) counts[1] * errorDeduct);
+        }
+        int severeDeduct = rule.getIntValue("firstRoundSevereDeduct") == 0 ? 3 : rule.getIntValue("firstRoundSevereDeduct");
+        int threshold = rule.getIntValue("firstRoundErrorThreshold") == 0 ? 6 : rule.getIntValue("firstRoundErrorThreshold");
+        int errorDeduct = rule.getIntValue("firstRoundErrorDeduct") == 0 ? 3 : rule.getIntValue("firstRoundErrorDeduct");
+        long deduct = (long) counts[0] * severeDeduct;
+        if (counts[1] > threshold) {
+            deduct += errorDeduct;
+        }
+        return BigDecimal.valueOf(deduct);
+    }
+
+    /**
+     * 审查轮次：zt_file.extra {"round":N}，缺省 1（初审）
+     */
+    private int parseRound(ZtFile file) {
+        if (StringUtils.isEmpty(file.getExtra())) {
+            return 1;
+        }
+        try {
+            JSONObject extra = JSON.parseObject(file.getExtra());
+            Integer round = extra.getInteger("round");
+            return round == null || round < 1 ? 1 : round;
+        } catch (Exception e) {
+            return 1;
+        }
+    }
+}
diff --git a/src/main/java/com/sa/zentao/service/perf/DefectFindRateCalculator.java b/src/main/java/com/sa/zentao/service/perf/DefectFindRateCalculator.java
new file mode 100644
index 0000000..52936d8
--- /dev/null
+++ b/src/main/java/com/sa/zentao/service/perf/DefectFindRateCalculator.java
@@ -0,0 +1,65 @@
+package com.sa.zentao.service.perf;
+
+import com.alibaba.fastjson.JSONObject;
+import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
+import com.sa.zentao.entity.ZtBug;
+import com.sa.zentao.entity.ZtTask;
+import com.sa.zentao.service.IZtBugService;
+import com.sa.zentao.service.IZtTaskService;
+import org.apache.commons.lang3.StringUtils;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.stereotype.Component;
+import org.springframework.util.CollectionUtils;
+
+import java.math.BigDecimal;
+import java.util.List;
+import java.util.stream.Collectors;
+
+/**
+ * 缺陷检出率（测试工程师 0.3）：(普通Bug×1+重大Bug×5) ÷ 测试需求开发工时，>20% 满分、每减1%扣2分。
+ * 已锁口径：severity 1 重大、2/3/4 普通（以老弹窗 getBugFindScore 为准）。
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+@Component
+public class DefectFindRateCalculator extends AbstractPerfIndicatorCalculator {
+
+    @Autowired
+    private IZtBugService bugService;
+    @Autowired
+    private IZtTaskService taskService;
+
+    @Override
+    public String key() {
+        return "defectFindRate";
+    }
+
+    @Override
+    protected BigDecimal doCompute(String account, String month, JSONObject rule) {
+        List<ZtBug> bugs = bugService.list(new QueryWrapper<ZtBug>().lambda()
+                .eq(ZtBug::getOpenedby, account)
+                .ge(ZtBug::getOpeneddate, firstDayOfMonth(month))
+                .le(ZtBug::getOpeneddate, lastDayOfMonth(month)));
+        // 与 IZtCountService.getBugFindScore 同口径：closed/cancel 且无解决人 不计
+        bugs = bugs.stream()
+                .filter(o -> ("closed".equals(o.getStatus()) || "cancel".equals(o.getStatus()))
+                        ? StringUtils.isNotEmpty(o.getResolvedby()) : true)
+                .collect(Collectors.toList());
+        long major = bugs.stream().filter(o -> o.getSeverity() != null && o.getSeverity() == 1).count();
+        long normal = bugs.stream().filter(o -> o.getSeverity() != null
+                && (o.getSeverity() == 2 || o.getSeverity() == 3 || o.getSeverity() == 4)).count();
+        long weighted = major * 5 + normal;
+        List<Integer> storyIds = bugs.stream().map(ZtBug::getTostory).filter(o -> o != null).distinct().collect(Collectors.toList());
+        BigDecimal devHours = BigDecimal.ZERO;
+        if (!CollectionUtils.isEmpty(storyIds)) {
+            List<ZtTask> devTasks = taskService.list(new QueryWrapper<ZtTask>().lambda()
+                    .eq(ZtTask::getType, "devel")
+                    .notIn(ZtTask::getStatus, "cancel", "closed")
+                    .in(ZtTask::getStory, storyIds));
+            devHours = sumFloat(devTasks.stream().map(ZtTask::getEstimate).collect(Collectors.toList()));
+        }
+        BigDecimal rate = percent(BigDecimal.valueOf(weighted), devHours);
+        return applyRule(rule, rate);
+    }
+}
diff --git a/src/main/java/com/sa/zentao/service/perf/DocReadyScoreCalculator.java b/src/main/java/com/sa/zentao/service/perf/DocReadyScoreCalculator.java
new file mode 100644
index 0000000..c3bf079
--- /dev/null
+++ b/src/main/java/com/sa/zentao/service/perf/DocReadyScoreCalculator.java
@@ -0,0 +1,123 @@
+package com.sa.zentao.service.perf;
+
+import com.alibaba.fastjson.JSONObject;
+import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
+import com.sa.zentao.entity.ZtStory;
+import com.sa.zentao.entity.ZtStoryExpand;
+import com.sa.zentao.entity.ZtStoryMonthWorkload;
+import com.sa.zentao.service.IZtStoryExpandService;
+import org.apache.commons.lang3.StringUtils;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.stereotype.Component;
+import org.springframework.util.CollectionUtils;
+
+import java.math.BigDecimal;
+import java.util.ArrayList;
+import java.util.List;
+import java.util.Map;
+import java.util.Set;
+import java.util.stream.Collectors;
+
+/**
+ * 文档齐备（大型需求五类，项目经理 0.1）：每缺失一份扣2分，扣完截止。
+ * CHG-047 改实时判定（用户拍板）：直接读 zt_story 五个 url 字段非空即在，
+ * 不再依赖 zt_doc_check 快照/月末 job；归属改项目口径（项目经理=他当月窗口内执行关联产品的大型需求）。
+ * 大型需求 = 当月有工作量指数记录且 AI 评估指数 >20（与原快照范围一致）。
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+@Component
+public class DocReadyScoreCalculator extends AbstractWorkloadRateCalculator {
+
+    @Autowired
+    private IZtStoryExpandService storyExpandService;
+
+    @Override
+    public String key() {
+        return "docReadyScore";
+    }
+
+    @Override
+    protected Set<Integer> scopeStoryIds(String account, String month) {
+        // 本计算器不走完成率管道（doCompute 整体重写），钩子占位
+        return null;
+    }
+
+    @Override
+    protected int producerCount(String account, String month) {
+        return 1;
+    }
+
+    @Override
+    protected BigDecimal doCompute(String account, String month, JSONObject rule) {
+        // 大型需求：当月有指数记录且指数>20
+        List<ZtStoryMonthWorkload> records = storyMonthWorkloadService.list(
+                new QueryWrapper<ZtStoryMonthWorkload>().lambda().eq(ZtStoryMonthWorkload::getTime, month));
+        if (CollectionUtils.isEmpty(records)) {
+            rawDetail("当月无大型需求");
+            return FULL_SCORE;
+        }
+        Set<Integer> monthStoryIds = records.stream().map(ZtStoryMonthWorkload::getStoryId).collect(Collectors.toSet());
+        Set<Integer> largeIds = storyExpandService.list(new QueryWrapper<ZtStoryExpand>().lambda()
+                        .in(ZtStoryExpand::getStoryId, monthStoryIds)).stream()
+                .filter(o -> parseIndex(o.getWorkloadIndex()).compareTo(BigDecimal.valueOf(20)) > 0)
+                .map(ZtStoryExpand::getStoryId).collect(Collectors.toSet());
+        if (largeIds.isEmpty()) {
+            rawDetail("当月无大型需求");
+            return FULL_SCORE;
+        }
+        // 项目经理归属：∩ 他当月窗口内执行关联产品的需求（CHG-043 项目口径）
+        Set<Integer> scopeIds = largeIds;
+        if (isProjectManager(account)) {
+            Set<Integer> projectStoryIds = projectScopeStoryIds(account, month);
+            scopeIds = largeIds.stream().filter(projectStoryIds::contains).collect(Collectors.toSet());
+            if (scopeIds.isEmpty()) {
+                rawDetail("当月无大型需求（项目范围）");
+                return FULL_SCORE;
+            }
+        }
+        Map<Integer, ZtStory> storyMap = storyService.listByIds(scopeIds).stream()
+                .collect(Collectors.toMap(ZtStory::getId, o -> o, (a, b) -> a));
+        // 五类 url 字段非空即在：用例/报告提交/更新记录/审查/日志
+        int missing = 0;
+        StringBuilder missDesc = new StringBuilder();
+        for (ZtStory s : storyMap.values()) {
+            List<String> lack = new ArrayList<>();
+            if (StringUtils.isBlank(s.getTestCaseUrl())) {
+                lack.add("用例");
+            }
+            if (StringUtils.isBlank(s.getTestReportSubmitUrl())) {
+                lack.add("报告");
+            }
+            if (StringUtils.isBlank(s.getAiDocUpdateUrl())) {
+                lack.add("更新记录");
+            }
+            if (StringUtils.isBlank(s.getCodeReviewUrl())) {
+                lack.add("审查");
+            }
+            if (StringUtils.isBlank(s.getWorkLogUrl())) {
+                lack.add("日志");
+            }
+            missing += lack.size();
+            if (!lack.isEmpty()) {
+                missDesc.append(s.getId()).append("缺[").append(String.join(",", lack)).append("] ");
+            }
+        }
+        int perDeduct = rule == null || rule.getIntValue("deductPerStep") == 0 ? 2 : rule.getIntValue("deductPerStep");
+        rawDetail("大型需求 " + scopeIds.size() + " 个，缺失 " + missing + " 份"
+                + (missing > 0 ? "（" + missDesc.toString().trim() + "）" : ""));
+        return clampScore(FULL_SCORE.subtract(scaleDeduct(rule, BigDecimal.valueOf((long) missing * perDeduct))));
+    }
+
+    private BigDecimal parseIndex(String workloadIndex) {
+        if (workloadIndex == null || workloadIndex.trim().isEmpty()) {
+            return BigDecimal.ZERO;
+        }
+        try {
+            return new BigDecimal(workloadIndex.trim());
+        } catch (NumberFormatException e) {
+            return BigDecimal.ZERO;
+        }
+    }
+}
diff --git a/src/main/java/com/sa/zentao/service/perf/FixedTeamMonthTime.java b/src/main/java/com/sa/zentao/service/perf/FixedTeamMonthTime.java
new file mode 100644
index 0000000..eccda74
--- /dev/null
+++ b/src/main/java/com/sa/zentao/service/perf/FixedTeamMonthTime.java
@@ -0,0 +1,26 @@
+package com.sa.zentao.service.perf;
+
+import java.math.BigDecimal;
+import java.util.Collections;
+import java.util.HashMap;
+import java.util.Map;
+
+/**
+ * 团队月度达标总工时写死配置：产品名 → 团队月达标总工时。
+ * 命中产品的团队，达标基数用写死值替换公式算出的值（工作天数×人数×5），各公式其余逻辑不变。
+ * 以后别的产品要写死，往 MAP 加一行。
+ */
+public final class FixedTeamMonthTime {
+
+    public static final Map<String, BigDecimal> MAP;
+
+    static {
+        Map<String, BigDecimal> m = new HashMap<>();
+        // 飞侠车服（外包团队合同包月工时）
+        m.put("飞侠车服", BigDecimal.valueOf(525));
+        MAP = Collections.unmodifiableMap(m);
+    }
+
+    private FixedTeamMonthTime() {
+    }
+}
diff --git a/src/main/java/com/sa/zentao/service/perf/MdContentResolver.java b/src/main/java/com/sa/zentao/service/perf/MdContentResolver.java
new file mode 100644
index 0000000..0b2523d
--- /dev/null
+++ b/src/main/java/com/sa/zentao/service/perf/MdContentResolver.java
@@ -0,0 +1,125 @@
+package com.sa.zentao.service.perf;
+
+import com.sa.zentao.entity.ZtFile;
+import lombok.extern.slf4j.Slf4j;
+import org.apache.commons.lang3.StringUtils;
+import org.springframework.beans.factory.annotation.Value;
+import org.springframework.stereotype.Component;
+
+import java.io.ByteArrayOutputStream;
+import java.io.File;
+import java.io.InputStream;
+import java.net.URL;
+import java.nio.charset.StandardCharsets;
+import java.nio.file.Files;
+import java.util.regex.Matcher;
+import java.util.regex.Pattern;
+
+/**
+ * MD 附件内容读取器（三期：代码审查报告头部「严重：N／错误：N」解析）。
+ * 取数顺序：url/pathname 为相对路径（/zentao/img/xxx.md）→ 读本地文件目录；
+ * 绝对 http 地址 → URL 拉取（与 CommonsController.downloadByIO 同通道）。
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+@Component
+@Slf4j
+public class MdContentResolver {
+
+    /** 严重计数（支持全/半角冒号） */
+    private static final Pattern SEVERE_PATTERN = Pattern.compile("严重\\s*[：:]\\s*(\\d+)");
+    /** 错误计数 */
+    private static final Pattern ERROR_PATTERN = Pattern.compile("错误\\s*[：:]\\s*(\\d+)");
+    /** 头部扫描行数上限 */
+    private static final int HEADER_LINES = 30;
+
+    @Value("${file.path.windows:}")
+    private String windowsFilePath;
+
+    @Value("${file.path.linux:}")
+    private String linuxFilePath;
+
+    /**
+     * 读取附件文本内容，失败返回 null（不抛异常，取数降级由调用方决定）
+     */
+    public String readContent(ZtFile ztFile) {
+        if (ztFile == null) {
+            return null;
+        }
+        String path = StringUtils.isNotEmpty(ztFile.getUrl()) ? ztFile.getUrl() : ztFile.getPathname();
+        if (StringUtils.isEmpty(path)) {
+            return null;
+        }
+        try {
+            if (path.startsWith("http://") || path.startsWith("https://")) {
+                return readByUrl(path);
+            }
+            return readLocal(path);
+        } catch (Exception e) {
+            log.warn("读取附件内容失败 id={} path={} err={}", ztFile.getId(), path, e.getMessage());
+            return null;
+        }
+    }
+
+    private String readLocal(String path) throws Exception {
+        String fileName = path.substring(path.lastIndexOf("/") + 1);
+        String dir;
+        String os = System.getProperty("os.name");
+        if (os != null && os.toLowerCase().startsWith("win")) {
+            dir = windowsFilePath;
+        } else {
+            dir = linuxFilePath;
+        }
+        if (StringUtils.isEmpty(dir)) {
+            return null;
+        }
+        File file = new File(dir, fileName);
+        if (!file.exists()) {
+            return null;
+        }
+        byte[] bytes = Files.readAllBytes(file.toPath());
+        return new String(bytes, StandardCharsets.UTF_8);
+    }
+
+    private String readByUrl(String url) throws Exception {
+        try (InputStream is = new URL(url).openStream();
+             ByteArrayOutputStream bos = new ByteArrayOutputStream()) {
+            byte[] buff = new byte[8192];
+            int count;
+            while ((count = is.read(buff)) != -1) {
+                bos.write(buff, 0, count);
+            }
+            return new String(bos.toByteArray(), StandardCharsets.UTF_8);
+        }
+    }
+
+    /**
+     * 解析审查报告 MD 头部「严重：N／错误：N」计数（仅扫描前 {@value #HEADER_LINES} 行）。
+     *
+     * @param content MD 内容（可空）
+     * @return int[]{严重数, 错误数}
+     */
+    public static int[] parseReviewCounts(String content) {
+        int severe = 0;
+        int error = 0;
+        if (StringUtils.isEmpty(content)) {
+            return new int[]{0, 0};
+        }
+        String[] lines = content.split("\\R");
+        StringBuilder header = new StringBuilder();
+        int limit = Math.min(lines.length, HEADER_LINES);
+        for (int i = 0; i < limit; i++) {
+            header.append(lines[i]).append('\n');
+        }
+        Matcher severeMatcher = SEVERE_PATTERN.matcher(header.toString());
+        if (severeMatcher.find()) {
+            severe = Integer.parseInt(severeMatcher.group(1));
+        }
+        Matcher errorMatcher = ERROR_PATTERN.matcher(header.toString());
+        if (errorMatcher.find()) {
+            error = Integer.parseInt(errorMatcher.group(1));
+        }
+        return new int[]{severe, error};
+    }
+}
diff --git a/src/main/java/com/sa/zentao/service/perf/OnlineBugRateCalculator.java b/src/main/java/com/sa/zentao/service/perf/OnlineBugRateCalculator.java
new file mode 100644
index 0000000..3a5ce89
--- /dev/null
+++ b/src/main/java/com/sa/zentao/service/perf/OnlineBugRateCalculator.java
@@ -0,0 +1,18 @@
+package com.sa.zentao.service.perf;
+
+import org.springframework.stereotype.Component;
+
+/**
+ * 线上Bug（项目经理 0.1：普通扣3/重大扣10；测试工程师 0.2：普通扣5/重大该项0分——规则参数在 zt_perf_config）。
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+@Component
+public class OnlineBugRateCalculator extends AbstractWeightedBugCalculator {
+
+    @Override
+    public String key() {
+        return "onlineBugRate";
+    }
+}
diff --git a/src/main/java/com/sa/zentao/service/perf/OpsBackupCalculator.java b/src/main/java/com/sa/zentao/service/perf/OpsBackupCalculator.java
new file mode 100644
index 0000000..ab12532
--- /dev/null
+++ b/src/main/java/com/sa/zentao/service/perf/OpsBackupCalculator.java
@@ -0,0 +1,44 @@
+package com.sa.zentao.service.perf;
+
+import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
+import com.sa.zentao.entity.ZtYwBackups;
+import com.sa.zentao.service.IZtYwBackupsService;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.stereotype.Component;
+
+/**
+ * 数据库备份（运维 0.1）：每项目每周全量，缺一个扣3分；实做 = zt_yw_backups 当月记录数；
+ * 项目数经 rule_json.projects 配置（缺省 1）。
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+@Component
+public class OpsBackupCalculator extends AbstractOpsCountCalculator {
+
+    @Autowired
+    private IZtYwBackupsService backupsService;
+
+    @Override
+    public String key() {
+        return "opsBackup";
+    }
+
+    @Override
+    protected long actualCount(String account, String month) {
+        return backupsService.count(new QueryWrapper<ZtYwBackups>().lambda()
+                .eq(ZtYwBackups::getCreateUser, account)
+                .ge(ZtYwBackups::getBackupsDate, firstDayOfMonth(month))
+                .le(ZtYwBackups::getBackupsDate, lastDayOfMonth(month)));
+    }
+
+    @Override
+    protected int defaultTimesPerWeek() {
+        return 1;
+    }
+
+    @Override
+    protected int defaultDeductPerMissing() {
+        return 3;
+    }
+}
diff --git a/src/main/java/com/sa/zentao/service/perf/OpsInspectCalculator.java b/src/main/java/com/sa/zentao/service/perf/OpsInspectCalculator.java
new file mode 100644
index 0000000..2e4f2ab
--- /dev/null
+++ b/src/main/java/com/sa/zentao/service/perf/OpsInspectCalculator.java
@@ -0,0 +1,43 @@
+package com.sa.zentao.service.perf;
+
+import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
+import com.sa.zentao.entity.ZtYwPatrol;
+import com.sa.zentao.service.IZtYwPatrolService;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.stereotype.Component;
+
+/**
+ * 职场巡检（运维 0.1）：每周1次，缺一次扣5分；实做 = zt_yw_patrol 当月记录数。
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+@Component
+public class OpsInspectCalculator extends AbstractOpsCountCalculator {
+
+    @Autowired
+    private IZtYwPatrolService patrolService;
+
+    @Override
+    public String key() {
+        return "opsInspect";
+    }
+
+    @Override
+    protected long actualCount(String account, String month) {
+        return patrolService.count(new QueryWrapper<ZtYwPatrol>().lambda()
+                .eq(ZtYwPatrol::getPatrolUser, account)
+                .ge(ZtYwPatrol::getPatrolDate, firstDayOfMonth(month))
+                .le(ZtYwPatrol::getPatrolDate, lastDayOfMonth(month)));
+    }
+
+    @Override
+    protected int defaultTimesPerWeek() {
+        return 1;
+    }
+
+    @Override
+    protected int defaultDeductPerMissing() {
+        return 5;
+    }
+}
diff --git a/src/main/java/com/sa/zentao/service/perf/OpsMajorTaskCalculator.java b/src/main/java/com/sa/zentao/service/perf/OpsMajorTaskCalculator.java
new file mode 100644
index 0000000..92c0d5a
--- /dev/null
+++ b/src/main/java/com/sa/zentao/service/perf/OpsMajorTaskCalculator.java
@@ -0,0 +1,63 @@
+package com.sa.zentao.service.perf;
+
+import com.alibaba.fastjson.JSONObject;
+import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
+import com.sa.zentao.entity.ZtUser;
+import com.sa.zentao.entity.ZtYwTask;
+import com.sa.zentao.service.IZtUserService;
+import com.sa.zentao.service.IZtYwTaskService;
+import com.sa.zentao.utils.DateUtils;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.stereotype.Component;
+import org.springframework.util.CollectionUtils;
+
+import java.math.BigDecimal;
+import java.util.List;
+
+/**
+ * 运维大项任务及时完成（运维 0.2）：当月到期运维任务 及时完成率×20（折成百分制得分=及时率×100）。
+ * 及时 = finishDate ≤ taskEndDate（当日末）。
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+@Component
+public class OpsMajorTaskCalculator extends AbstractPerfIndicatorCalculator {
+
+    @Autowired
+    private IZtYwTaskService ywTaskService;
+
+    @Autowired
+    private IZtUserService userService;
+
+    @Override
+    public String key() {
+        return "opsMajorTask";
+    }
+
+    @Override
+    protected BigDecimal doCompute(String account, String month, JSONObject rule) {
+        //CHG-039 同类修复：zt_yw_task.belong_to_user 实际存中文姓名（“岑海峰”），按 account 匹配恒空 → 按昵称匹配，account 兜底
+        String nameKey = account;
+        ZtUser u = userService.getByAccount(account);
+        if (u != null && u.getNickname() != null && !u.getNickname().isEmpty()) {
+            nameKey = u.getNickname();
+        }
+        final String personKey = nameKey;
+        List<ZtYwTask> tasks = ywTaskService.list(new QueryWrapper<ZtYwTask>().lambda()
+                .and(w -> w.eq(ZtYwTask::getBelongToUser, personKey).or().eq(ZtYwTask::getBelongToUser, account))
+                .ge(ZtYwTask::getTaskEndDate, firstDayOfMonth(month))
+                .le(ZtYwTask::getTaskEndDate, lastDayOfMonth(month)));
+        if (CollectionUtils.isEmpty(tasks)) {
+            rawDetail("当月无到期运维任务");
+            return BigDecimal.ZERO;
+        }
+        long onTime = tasks.stream()
+                .filter(o -> o.getFinishDate() != null
+                        && o.getFinishDate().getTime() <= DateUtils.getDayLast(o.getTaskEndDate()).getTime())
+                .count();
+        BigDecimal rate = percent(BigDecimal.valueOf(onTime), BigDecimal.valueOf(tasks.size()));
+        rawDetail("及时 " + onTime + " / 到期 " + tasks.size() + " = " + rate.stripTrailingZeros().toPlainString() + "%");
+        return applyRule(rule, rate);
+    }
+}
diff --git a/src/main/java/com/sa/zentao/service/perf/OpsMonitorCalculator.java b/src/main/java/com/sa/zentao/service/perf/OpsMonitorCalculator.java
new file mode 100644
index 0000000..1cb9c56
--- /dev/null
+++ b/src/main/java/com/sa/zentao/service/perf/OpsMonitorCalculator.java
@@ -0,0 +1,43 @@
+package com.sa.zentao.service.perf;
+
+import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
+import com.sa.zentao.entity.ZtYwFwqsearch;
+import com.sa.zentao.service.IZtYwFwqsearchService;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.stereotype.Component;
+
+/**
+ * 系统运维监控（运维 0.15）：每周2次，缺一次扣3分；实做 = zt_yw_fwqsearch 当月记录数。
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+@Component
+public class OpsMonitorCalculator extends AbstractOpsCountCalculator {
+
+    @Autowired
+    private IZtYwFwqsearchService fwqsearchService;
+
+    @Override
+    public String key() {
+        return "opsMonitor";
+    }
+
+    @Override
+    protected long actualCount(String account, String month) {
+        return fwqsearchService.count(new QueryWrapper<ZtYwFwqsearch>().lambda()
+                .eq(ZtYwFwqsearch::getCreateUser, account)
+                .ge(ZtYwFwqsearch::getCreateDate, firstDayOfMonth(month))
+                .le(ZtYwFwqsearch::getCreateDate, lastDayOfMonth(month)));
+    }
+
+    @Override
+    protected int defaultTimesPerWeek() {
+        return 2;
+    }
+
+    @Override
+    protected int defaultDeductPerMissing() {
+        return 3;
+    }
+}
diff --git a/src/main/java/com/sa/zentao/service/perf/PerfIndicatorCalculator.java b/src/main/java/com/sa/zentao/service/perf/PerfIndicatorCalculator.java
new file mode 100644
index 0000000..025e550
--- /dev/null
+++ b/src/main/java/com/sa/zentao/service/perf/PerfIndicatorCalculator.java
@@ -0,0 +1,37 @@
+package com.sa.zentao.service.perf;
+
+import java.math.BigDecimal;
+
+/**
+ * 绩效指标计算器（三期，策略模式）。
+ * 每个实现对应 zt_perf_config.item_key 一个指标；规则参数从 zt_perf_config.rule_json 读取。
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+public interface PerfIndicatorCalculator {
+
+    /**
+     * 指标编码，与 zt_perf_config.item_key 对应
+     */
+    String key();
+
+    /**
+     * 计算某账号某月的指标值。
+     * 命中启用配置时返回该项得分（0~100，项内扣分扣完截止）；
+     * 无配置/规则类型为 manual 以外的兜底场景返回原始值（如比率%、工时、次数）。
+     *
+     * @param account 账号（zt_user.account）
+     * @param month 月份 yyyy-MM
+     * @return 得分或原始值，永不返回 null
+     */
+    BigDecimal compute(String account, String month);
+
+    /**
+     * CHG-041 消费并清除上一次 compute 的过程值明细（分子/分母/率），无则返回 null。
+     * 默认实现返回 null（非 AbstractPerfIndicatorCalculator 体系不受影响）。
+     */
+    default String consumeRawDetail() {
+        return null;
+    }
+}
diff --git a/src/main/java/com/sa/zentao/service/perf/PerfMonthScope.java b/src/main/java/com/sa/zentao/service/perf/PerfMonthScope.java
new file mode 100644
index 0000000..106d8b2
--- /dev/null
+++ b/src/main/java/com/sa/zentao/service/perf/PerfMonthScope.java
@@ -0,0 +1,101 @@
+package com.sa.zentao.service.perf;
+
+import lombok.Data;
+
+import java.io.Serializable;
+import java.util.ArrayList;
+import java.util.List;
+
+/**
+ * zt_month_score.scopeJson 统一结构（三期批2 约定，引擎与接口共用）：
+ * {"month":"yyyy-MM","role":"backend","account":"zhangsan","total":92.5,
+ *  "items":[{"itemKey":"bugDensity","weight":0.3,"raw":0.12,"score":82,"source":"auto"}],
+ *  "bonus":[...],"appeals":[...]}
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+@Data
+public class PerfMonthScope implements Serializable {
+
+    private static final long serialVersionUID = 1L;
+
+    private String month;
+
+    private String role;
+
+    private String account;
+
+    /**
+     * 总分 = Σ(各项得分×权重) + Σ加分，保留 1 位小数
+     */
+    private Double total;
+
+    private List<Item> items = new ArrayList<>();
+
+    private List<Bonus> bonus = new ArrayList<>();
+
+    private List<Appeal> appeals = new ArrayList<>();
+
+    /**
+     * 单项得分。score 为 null 表示等待人工录入（manual 缺省）
+     */
+    @Data
+    public static class Item implements Serializable {
+        private String itemKey;
+        private String itemName;
+        private Double weight;
+        /**
+         * 指标原始值（如完成率 92.5、Bug 密度 16.0）
+         */
+        private Double raw;
+        /**
+         * CHG-041 指标过程值明细（分子/分母/率，如 "Σ指数314.03 / 达标105h = 299.0%"），弹窗「绩效数据」列展示用
+         */
+        private String rawDetail;
+        /**
+         * 项内得分 0~100
+         */
+        private Double score;
+        /**
+         * 项内扣分（满分 - 得分）
+         */
+        private Double deduct;
+        /**
+         * 数据来源：auto 系统计算 / manual 人工录入
+         */
+        private String source;
+        private String remark;
+    }
+
+    /**
+     * 加分/返还记录
+     */
+    @Data
+    public static class Bonus implements Serializable {
+        private String itemKey;
+        private String name;
+        private Double points;
+        /**
+         * bonus 加分项 / refund 返还
+         */
+        private String type;
+    }
+
+    /**
+     * 申诉记录（随 scopeJson 承载，id 规则：account@month#序号）
+     */
+    @Data
+    public static class Appeal implements Serializable {
+        private String id;
+        private String itemKey;
+        private String reason;
+        /**
+         * pending 待复核 / upheld 维持原判 / overturned 撤销回滚
+         */
+        private String status;
+        private String reviewer;
+        private String createDate;
+        private String reviewDate;
+    }
+}
diff --git a/src/main/java/com/sa/zentao/service/perf/PerfScoreEngine.java b/src/main/java/com/sa/zentao/service/perf/PerfScoreEngine.java
new file mode 100644
index 0000000..71da91e
--- /dev/null
+++ b/src/main/java/com/sa/zentao/service/perf/PerfScoreEngine.java
@@ -0,0 +1,340 @@
+package com.sa.zentao.service.perf;
+
+import com.alibaba.fastjson.JSON;
+import com.alibaba.fastjson.JSONArray;
+import com.alibaba.fastjson.JSONObject;
+import com.sa.zentao.entity.ZtPerfConfig;
+import org.apache.commons.lang3.StringUtils;
+import org.springframework.stereotype.Component;
+import org.springframework.util.CollectionUtils;
+
+import java.math.BigDecimal;
+import java.math.RoundingMode;
+import java.util.List;
+import java.util.Map;
+
+/**
+ * 绩效算分规则引擎（三期批2，PRD §7.5 通用规则）。
+ *
+ * 通用规则：加权扣分制，每项满分 100×权重，项内扣分「扣完即止」，总分 = Σ各项 + 加分项。
+ *
+ * ruleJson 支持的规则类型：
+ * <ul>
+ *   <li>linear 线性扣分：{"type":"linear","fullScore":100,"baseline":100,"deductPer":1,"perUnit":1,"direction":"down"}
+ *       direction=down 表示 raw 低于 baseline 每差 perUnit 扣 deductPer 分；up 表示 raw 高于 baseline 每超 perUnit 扣 deductPer 分。
+ *       例：Bug 密度 ≤15% 满分、每增 1% 扣 3 分 → {"baseline":15,"deductPer":3,"perUnit":1,"direction":"up"}</li>
+ *   <li>threshold 分档：{"type":"threshold","bands":[{"min":100,"score":100},{"min":90,"score":40},{"min":0,"score":0}]}
+ *       raw ≥ min 的第一档得分（bands 按 min 从大到小匹配）。</li>
+ *   <li>manual 人工评分：{"type":"manual"}，score 缺省为 null（等待人工录入，不计入总分）。</li>
+ *   <li>bonus 加分项（enabled=1 且 ruleJson.type=bonus）：
+ *       {"type":"bonus","bonus":10,"conditions":[{"metric":"bugCount","op":"lt","value":6},{"metric":"total","op":"gte","value":95}]}
+ *       metric 取指标原始值，"total" 特指当前总分；op ∈ lt/lte/gt/gte/eq；全部条件满足则加分。</li>
+ * </ul>
+ *
+ * 特殊返还逻辑（如后端 Bug 密度连续 3 月达标返还半年扣分）作为 linear 规则的扩展参数：
+ * {"refund":{"threshold":15,"direction":"lte","consecutiveMonths":3}}
+ * 引擎通过 context 取数判定：
+ * <ul>
+ *   <li>context["metricHistory"]：Map&lt;itemKey, List&lt;Double&gt;&gt; 历史月份原始值（近→远，不含本月）</li>
+ *   <li>context["deductedPoints"]：Map&lt;itemKey, Double&gt; 返还窗口内该项累计扣分</li>
+ *   <li>context["preScoredItems"]：Set&lt;itemKey&gt; 指标值已是 0~100 得分（批1 PerfIndicatorCalculator 产出），引擎直接采信不再套规则</li>
+ * </ul>
+ * 本月 raw 达标且最近 consecutiveMonths-1 个月历史均达标 → 返还 deductedPoints。
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+@Component
+public class PerfScoreEngine {
+
+    public static final String SOURCE_AUTO = "auto";
+    public static final String SOURCE_MANUAL = "manual";
+
+    public static final String CTX_METRIC_HISTORY = "metricHistory";
+    public static final String CTX_DEDUCTED_POINTS = "deductedPoints";
+    /**
+     * context key：Set&lt;itemKey&gt;，表示这些指标的 metrics 值已是 0~100 得分（批1计算器产出），引擎直接采信
+     */
+    public static final String CTX_PRESCORED_ITEMS = "preScoredItems";
+
+    /**
+     * 按岗位配置计算某 account 某月得分。
+     *
+     * @param configs  该岗位 zt_perf_config 列表（仅 enabled=1 生效）
+     * @param metrics  itemKey → 指标原始值（缺 key 视为无数据，auto 项 score 为 null）
+     * @param context  扩展上下文（返还判定用，可为 null）
+     */
+    public PerfMonthScope compute(String account, String month, String role,
+                                  List<ZtPerfConfig> configs, Map<String, Double> metrics,
+                                  Map<String, Object> context) {
+        PerfMonthScope scope = new PerfMonthScope();
+        scope.setMonth(month);
+        scope.setRole(role);
+        scope.setAccount(account);
+        if (CollectionUtils.isEmpty(configs)) {
+            scope.setTotal(0D);
+            return scope;
+        }
+
+        double subtotal = 0D;
+        for (ZtPerfConfig config : configs) {
+            if (config.getEnabled() == null || config.getEnabled() != 1) {
+                continue;
+            }
+            JSONObject rule = parseRule(config.getRuleJson());
+            String type = rule == null ? null : rule.getString("type");
+            if ("bonus".equals(type)) {
+                continue;
+            }
+            PerfMonthScope.Item item = buildItem(config, rule, type, metrics, context);
+            scope.getItems().add(item);
+            if (item.getScore() != null) {
+                subtotal += item.getScore() * (item.getWeight() == null ? 0D : item.getWeight());
+            }
+        }
+
+        evalBonus(configs, metrics, subtotal, scope);
+        evalRefund(configs, metrics, context, scope);
+        double bonusTotal = 0D;
+        for (PerfMonthScope.Bonus b : scope.getBonus()) {
+            bonusTotal += b.getPoints() == null ? 0D : b.getPoints();
+        }
+
+        scope.setTotal(round1(subtotal + bonusTotal));
+        return scope;
+    }
+
+    /**
+     * 重算总分（人工评分合并 / 申诉回滚后调用），保持 1 位小数。
+     */
+    public void recomputeTotal(PerfMonthScope scope) {
+        double total = 0D;
+        if (scope.getItems() != null) {
+            for (PerfMonthScope.Item item : scope.getItems()) {
+                if (item.getScore() != null) {
+                    total += item.getScore() * (item.getWeight() == null ? 0D : item.getWeight());
+                }
+            }
+        }
+        if (scope.getBonus() != null) {
+            for (PerfMonthScope.Bonus b : scope.getBonus()) {
+                total += b.getPoints() == null ? 0D : b.getPoints();
+            }
+        }
+        scope.setTotal(round1(total));
+    }
+
+    @SuppressWarnings("unchecked")
+    private PerfMonthScope.Item buildItem(ZtPerfConfig config, JSONObject rule, String type, Map<String, Double> metrics,
+                                          Map<String, Object> context) {
+        PerfMonthScope.Item item = new PerfMonthScope.Item();
+        item.setItemKey(config.getItemKey());
+        item.setItemName(config.getItemName());
+        item.setWeight(config.getWeight() == null ? null : config.getWeight().doubleValue());
+        Double raw = metrics == null ? null : metrics.get(config.getItemKey());
+        item.setRaw(raw);
+
+        if ("manual".equals(type)) {
+            // 人工评分：缺省 null，等待人工录入（PRD §7.5 ❌ 项）
+            item.setSource(SOURCE_MANUAL);
+            item.setScore(null);
+            return item;
+        }
+
+        item.setSource(SOURCE_AUTO);
+        if (raw == null || rule == null) {
+            item.setScore(null);
+            return item;
+        }
+        double fullScore = rule.getDoubleValue("fullScore") == 0D && !rule.containsKey("fullScore")
+                ? 100D : rule.getDoubleValue("fullScore");
+        double score;
+        // 批1计算器对接：已算好 0~100 分的指标直接采信，引擎不再重复套规则（防双重扣分）
+        Object preScored = context == null ? null : context.get(CTX_PRESCORED_ITEMS);
+        if (preScored instanceof java.util.Set && ((java.util.Set<String>) preScored).contains(config.getItemKey())) {
+            score = Math.max(0D, Math.min(fullScore, raw));
+        } else if ("threshold".equals(type)) {
+            score = evalThreshold(rule, raw, fullScore);
+        } else {
+            // 默认按 linear 处理
+            score = evalLinear(rule, raw, fullScore);
+        }
+        item.setScore(round1(score));
+        item.setDeduct(round1(fullScore - score));
+        return item;
+    }
+
+    /**
+     * linear：每减/增 perUnit 扣 deductPer 分，项内扣分扣完即止（封顶 fullScore）
+     */
+    private double evalLinear(JSONObject rule, double raw, double fullScore) {
+        String direction = rule.getString("direction");
+        double baseline = rule.containsKey("baseline")
+                ? rule.getDoubleValue("baseline")
+                : ("up".equals(direction) ? 0D : 100D);
+        double deductPer = rule.getDoubleValue("deductPer");
+        double perUnit = rule.getDoubleValue("perUnit") == 0D ? 1D : rule.getDoubleValue("perUnit");
+
+        double delta = "up".equals(direction) ? raw - baseline : baseline - raw;
+        if (delta <= 0) {
+            return fullScore;
+        }
+        double deduct = delta / perUnit * deductPer;
+        if (deduct > fullScore) {
+            deduct = fullScore;
+        }
+        return fullScore - deduct;
+    }
+
+    /**
+     * threshold：bands 按 min 从大到小，取 raw ≥ min 的第一档
+     */
+    private double evalThreshold(JSONObject rule, double raw, double fullScore) {
+        JSONArray bands = rule.getJSONArray("bands");
+        if (bands == null || bands.isEmpty()) {
+            return fullScore;
+        }
+        Double best = null;
+        double bestMin = Double.NEGATIVE_INFINITY;
+        for (int i = 0; i < bands.size(); i++) {
+            JSONObject band = bands.getJSONObject(i);
+            double min = band.getDoubleValue("min");
+            if (raw >= min && min > bestMin) {
+                bestMin = min;
+                best = band.getDoubleValue("score");
+            }
+        }
+        return best == null ? 0D : best;
+    }
+
+    /**
+     * 加分项：enabled=1 且 type=bonus，全部条件满足则加 rule.bonus 分
+     */
+    private double evalBonus(List<ZtPerfConfig> configs, Map<String, Double> metrics, double subtotal, PerfMonthScope scope) {
+        double bonusTotal = 0D;
+        for (ZtPerfConfig config : configs) {
+            if (config.getEnabled() == null || config.getEnabled() != 1) {
+                continue;
+            }
+            JSONObject rule = parseRule(config.getRuleJson());
+            if (rule == null || !"bonus".equals(rule.getString("type"))) {
+                continue;
+            }
+            double currentTotal = subtotal + bonusTotal;
+            if (!matchConditions(rule.getJSONArray("conditions"), metrics, currentTotal)) {
+                continue;
+            }
+            PerfMonthScope.Bonus bonus = new PerfMonthScope.Bonus();
+            bonus.setItemKey(config.getItemKey());
+            bonus.setName(config.getItemName());
+            bonus.setPoints(rule.getDoubleValue("bonus"));
+            bonus.setType("bonus");
+            scope.getBonus().add(bonus);
+            bonusTotal += bonus.getPoints();
+        }
+        return bonusTotal;
+    }
+
+    /**
+     * 返还判定：本月达标 + 最近 consecutiveMonths-1 个月历史达标 → 返还窗口内累计扣分
+     */
+    @SuppressWarnings("unchecked")
+    private void evalRefund(List<ZtPerfConfig> configs, Map<String, Double> metrics,
+                            Map<String, Object> context, PerfMonthScope scope) {
+        if (context == null) {
+            return;
+        }
+        Map<String, List<Double>> history = (Map<String, List<Double>>) context.get(CTX_METRIC_HISTORY);
+        Map<String, Double> deductedPoints = (Map<String, Double>) context.get(CTX_DEDUCTED_POINTS);
+        if (history == null || deductedPoints == null) {
+            return;
+        }
+        for (ZtPerfConfig config : configs) {
+            if (config.getEnabled() == null || config.getEnabled() != 1) {
+                continue;
+            }
+            JSONObject rule = parseRule(config.getRuleJson());
+            JSONObject refund = rule == null ? null : rule.getJSONObject("refund");
+            if (refund == null) {
+                continue;
+            }
+            String itemKey = config.getItemKey();
+            double threshold = refund.getDoubleValue("threshold");
+            boolean lte = !"gte".equals(refund.getString("direction"));
+            int consecutiveMonths = refund.getIntValue("consecutiveMonths") == 0 ? 3 : refund.getIntValue("consecutiveMonths");
+
+            Double raw = metrics == null ? null : metrics.get(itemKey);
+            if (raw == null || !(lte ? raw <= threshold : raw >= threshold)) {
+                continue;
+            }
+            List<Double> past = history.get(itemKey);
+            if (past == null || past.size() < consecutiveMonths - 1) {
+                continue;
+            }
+            boolean allPass = true;
+            for (int i = 0; i < consecutiveMonths - 1; i++) {
+                Double h = past.get(i);
+                if (h == null || !(lte ? h <= threshold : h >= threshold)) {
+                    allPass = false;
+                    break;
+                }
+            }
+            Double points = deductedPoints.get(itemKey);
+            if (allPass && points != null && points > 0) {
+                PerfMonthScope.Bonus bonus = new PerfMonthScope.Bonus();
+                bonus.setItemKey(itemKey);
+                bonus.setName((StringUtils.isBlank(config.getItemName()) ? itemKey : config.getItemName()) + "扣分返还");
+                bonus.setPoints(points);
+                bonus.setType("refund");
+                scope.getBonus().add(bonus);
+            }
+        }
+    }
+
+    private boolean matchConditions(JSONArray conditions, Map<String, Double> metrics, double total) {
+        if (conditions == null || conditions.isEmpty()) {
+            return false;
+        }
+        for (int i = 0; i < conditions.size(); i++) {
+            JSONObject cond = conditions.getJSONObject(i);
+            String metric = cond.getString("metric");
+            Double actual = "total".equals(metric) ? total : (metrics == null ? null : metrics.get(metric));
+            if (actual == null || !compare(actual, cond.getString("op"), cond.getDoubleValue("value"))) {
+                return false;
+            }
+        }
+        return true;
+    }
+
+    private boolean compare(double actual, String op, double value) {
+        switch (op == null ? "" : op) {
+            case "lt":
+                return actual < value;
+            case "lte":
+                return actual <= value;
+            case "gt":
+                return actual > value;
+            case "gte":
+                return actual >= value;
+            case "eq":
+                return actual == value;
+            default:
+                return false;
+        }
+    }
+
+    private JSONObject parseRule(String ruleJson) {
+        if (StringUtils.isBlank(ruleJson)) {
+            return null;
+        }
+        try {
+            return JSON.parseObject(ruleJson);
+        } catch (Exception e) {
+            return null;
+        }
+    }
+
+    private double round1(double v) {
+        return BigDecimal.valueOf(v).setScale(1, RoundingMode.HALF_UP).doubleValue();
+    }
+}
diff --git a/src/main/java/com/sa/zentao/service/perf/ProductDefectRateCalculator.java b/src/main/java/com/sa/zentao/service/perf/ProductDefectRateCalculator.java
new file mode 100644
index 0000000..a8cfc38
--- /dev/null
+++ b/src/main/java/com/sa/zentao/service/perf/ProductDefectRateCalculator.java
@@ -0,0 +1,19 @@
+package com.sa.zentao.service.perf;
+
+import org.springframework.stereotype.Component;
+
+/**
+ * 产品缺陷率（产品经理/产品助理 0.15）：与线上Bug率同口径（prd §7.3），
+ * ≤5‰ 满分、普通扣3/重大扣10。
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+@Component
+public class ProductDefectRateCalculator extends AbstractWeightedBugCalculator {
+
+    @Override
+    public String key() {
+        return "productDefectRate";
+    }
+}
diff --git a/src/main/java/com/sa/zentao/service/perf/ProjectPunctualityRateCalculator.java b/src/main/java/com/sa/zentao/service/perf/ProjectPunctualityRateCalculator.java
new file mode 100644
index 0000000..4dbcf9b
--- /dev/null
+++ b/src/main/java/com/sa/zentao/service/perf/ProjectPunctualityRateCalculator.java
@@ -0,0 +1,50 @@
+package com.sa.zentao.service.perf;
+
+import com.alibaba.fastjson.JSONObject;
+import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
+import com.sa.zentao.entity.ZtStory;
+import com.sa.zentao.service.IZtStoryService;
+import com.sa.zentao.utils.DateUtils;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.stereotype.Component;
+import org.springframework.util.CollectionUtils;
+
+import java.math.BigDecimal;
+import java.util.List;
+
+/**
+ * 项目准时率（产品经理 0.1）：Σ(当月准时上线需求量) ÷ Σ(当月规划上线需求总量)。
+ * 规划 = zt_story.planEndDate 落在当月；准时 = releaseddate ≤ planEndDate（当日末）。
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+@Component
+public class ProjectPunctualityRateCalculator extends AbstractPerfIndicatorCalculator {
+
+    @Autowired
+    private IZtStoryService storyService;
+
+    @Override
+    public String key() {
+        return "projectPunctualityRate";
+    }
+
+    @Override
+    protected BigDecimal doCompute(String account, String month, JSONObject rule) {
+        List<ZtStory> stories = storyService.list(new QueryWrapper<ZtStory>().lambda()
+                .ge(ZtStory::getPlanEndDate, firstDayOfMonth(month))
+                .le(ZtStory::getPlanEndDate, lastDayOfMonth(month)));
+        if (CollectionUtils.isEmpty(stories)) {
+            rawDetail("当月无规划上线需求");
+            return BigDecimal.ZERO;
+        }
+        long punctual = stories.stream()
+                .filter(o -> o.getReleaseddate() != null
+                        && o.getReleaseddate().getTime() <= DateUtils.getDayLast(o.getPlanEndDate()).getTime())
+                .count();
+        BigDecimal rate = percent(BigDecimal.valueOf(punctual), BigDecimal.valueOf(stories.size()));
+        rawDetail("准时 " + punctual + " / 规划 " + stories.size() + " = " + rate.stripTrailingZeros().toPlainString() + "%");
+        return applyRule(rule, rate);
+    }
+}
diff --git a/src/main/java/com/sa/zentao/service/perf/TaskOnTimeRateCalculator.java b/src/main/java/com/sa/zentao/service/perf/TaskOnTimeRateCalculator.java
new file mode 100644
index 0000000..701538e
--- /dev/null
+++ b/src/main/java/com/sa/zentao/service/perf/TaskOnTimeRateCalculator.java
@@ -0,0 +1,23 @@
+package com.sa.zentao.service.perf;
+
+import org.springframework.stereotype.Component;
+
+/**
+ * 任务及时完成率（后端/前端 0.25 分段扣分；UI 0.5 阈值分档——规则参数在 zt_perf_config）。
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+@Component
+public class TaskOnTimeRateCalculator extends AbstractTaskOnTimeRateCalculator {
+
+    @Override
+    public String key() {
+        return "taskOnTimeRate";
+    }
+
+    @Override
+    protected String typeFilter() {
+        return null;
+    }
+}
diff --git a/src/main/java/com/sa/zentao/service/perf/TestDocReadyCalculator.java b/src/main/java/com/sa/zentao/service/perf/TestDocReadyCalculator.java
new file mode 100644
index 0000000..e838138
--- /dev/null
+++ b/src/main/java/com/sa/zentao/service/perf/TestDocReadyCalculator.java
@@ -0,0 +1,56 @@
+package com.sa.zentao.service.perf;
+
+import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
+import com.sa.zentao.entity.ZtDocCheck;
+import com.sa.zentao.entity.ZtStory;
+import com.sa.zentao.entity.ZtStoryExpand;
+import com.sa.zentao.service.IZtStoryExpandService;
+import com.sa.zentao.service.impl.ZtDocCheckServiceImpl;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.stereotype.Component;
+import org.springframework.util.CollectionUtils;
+
+import java.util.Arrays;
+import java.util.HashSet;
+import java.util.List;
+import java.util.Map;
+import java.util.Set;
+import java.util.stream.Collectors;
+
+/**
+ * 测试文档齐备（测试工程师 0.25，10%抽检）：《需求测试用例》+《需求测试报告》每缺一份扣3分；
+ * 归属 = zt_story_expand.test_person 含该账号。
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+@Component
+public class TestDocReadyCalculator extends AbstractDocReadyCalculator {
+
+    @Autowired
+    private IZtStoryExpandService storyExpandService;
+
+    @Override
+    public String key() {
+        return "testDocReady";
+    }
+
+    @Override
+    protected Set<String> docTypes() {
+        return new HashSet<>(Arrays.asList(ZtDocCheckServiceImpl.DOC_TEST_CASE, ZtDocCheckServiceImpl.DOC_TEST_REPORT));
+    }
+
+    @Override
+    protected int defaultDeductPerMissing() {
+        return 3;
+    }
+
+    @Override
+    protected boolean ownRow(ZtDocCheck row, Map<Integer, ZtStory> storyMap, String account) {
+        List<ZtStoryExpand> expands = storyExpandService.list(new QueryWrapper<ZtStoryExpand>().lambda()
+                .eq(ZtStoryExpand::getStoryId, row.getStoryId())
+                .like(ZtStoryExpand::getTestPerson, account)
+                .last("LIMIT 1"));
+        return !CollectionUtils.isEmpty(expands);
+    }
+}
diff --git a/src/main/java/com/sa/zentao/service/perf/TestPlanOnTimeRateCalculator.java b/src/main/java/com/sa/zentao/service/perf/TestPlanOnTimeRateCalculator.java
new file mode 100644
index 0000000..2c1af03
--- /dev/null
+++ b/src/main/java/com/sa/zentao/service/perf/TestPlanOnTimeRateCalculator.java
@@ -0,0 +1,23 @@
+package com.sa.zentao.service.perf;
+
+import org.springframework.stereotype.Component;
+
+/**
+ * 测试计划及时完成率（测试工程师 0.2）：zt_task type=test 口径，每减1%扣2分。
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+@Component
+public class TestPlanOnTimeRateCalculator extends AbstractTaskOnTimeRateCalculator {
+
+    @Override
+    public String key() {
+        return "testPlanOnTimeRate";
+    }
+
+    @Override
+    protected String typeFilter() {
+        return "test";
+    }
+}
diff --git a/src/main/java/com/sa/zentao/service/perf/VersionPlanRateCalculator.java b/src/main/java/com/sa/zentao/service/perf/VersionPlanRateCalculator.java
new file mode 100644
index 0000000..f4f17d1
--- /dev/null
+++ b/src/main/java/com/sa/zentao/service/perf/VersionPlanRateCalculator.java
@@ -0,0 +1,111 @@
+package com.sa.zentao.service.perf;
+
+import com.alibaba.fastjson.JSONObject;
+import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
+import com.sa.zentao.entity.ZtStory;
+import com.sa.zentao.entity.ZtStoryExpand;
+import com.sa.zentao.service.IZtStoryExpandService;
+import com.sa.zentao.service.IZtStoryService;
+import com.sa.zentao.utils.DateUtils;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.stereotype.Component;
+import org.springframework.util.CollectionUtils;
+
+import java.math.BigDecimal;
+import java.util.List;
+import java.util.Map;
+import java.util.Set;
+import java.util.stream.Collectors;
+
+/**
+ * 版本计划完成率（项目经理）：Σ(按时发布需求工作量指数) ÷ Σ(当月发布需求工作量指数)。
+ * 按时 = zt_story.releaseddate ≤ planEndDate（当日末）。
+ * CHG-045 加权由 zt_story.estimate 改为 zt_story_expand.workload_index（用户拍板：
+ * estimate 全线未填公式失效；无 expand 行/指数为空按 0 计，自然不进分子分母）。
+ * CHG-049 项目经理（含王宇航变体）改项目口径（用户拍板"孙世超是飞侠的为啥不区分"）：
+ * 只统计他当月窗口内执行关联产品的发布需求。
+ * CHG-079 计划结束时间（planEndDate）未录入的需求不参与计算（用户拍板 2026-09-01）：
+ * 此前"进分母不进分子"按不按时惩罚，现分子分母都剔除；剔除后分母为 0 时与"当月无发布需求"一致按 0 分。
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+@Component
+public class VersionPlanRateCalculator extends AbstractWorkloadRateCalculator {
+
+    @Autowired
+    private IZtStoryExpandService storyExpandService;
+
+    @Override
+    public String key() {
+        return "versionPlanRate";
+    }
+
+    @Override
+    protected Set<Integer> scopeStoryIds(String account, String month) {
+        // 本计算器不走完成率管道（doCompute 重写），钩子占位
+        return null;
+    }
+
+    @Override
+    protected int producerCount(String account, String month) {
+        return 1;
+    }
+
+    @Override
+    protected BigDecimal doCompute(String account, String month, JSONObject rule) {
+        List<ZtStory> stories = storyService.list(new QueryWrapper<ZtStory>().lambda()
+                .ge(ZtStory::getReleaseddate, firstDayOfMonth(month))
+                .le(ZtStory::getReleaseddate, lastDayOfMonth(month)));
+        if (CollectionUtils.isEmpty(stories)) {
+            rawDetail("当月无发布需求");
+            return BigDecimal.ZERO;
+        }
+        //CHG-049 项目经理（含王宇航变体）改项目口径（用户拍板"孙世超是飞侠的为啥不区分"）：
+        //只统计他当月窗口内执行关联产品的发布需求；其余角色=全表（当前无其他角色使用本指标）
+        if (isProjectManager(account)) {
+            Set<Integer> projectStoryIds = projectScopeStoryIds(account, month);
+            stories = stories.stream().filter(o -> projectStoryIds.contains(o.getId())).collect(Collectors.toList());
+            if (stories.isEmpty()) {
+                rawDetail("当月无发布需求（项目范围）");
+                return BigDecimal.ZERO;
+            }
+        }
+        Map<Integer, BigDecimal> indexMap = storyExpandService.list(new QueryWrapper<ZtStoryExpand>().lambda()
+                        .in(ZtStoryExpand::getStoryId, stories.stream().map(ZtStory::getId).collect(Collectors.toList())))
+                .stream().collect(Collectors.toMap(ZtStoryExpand::getStoryId, o -> parseIndex(o.getWorkloadIndex()), (a, b) -> a));
+        BigDecimal totalWeight = BigDecimal.ZERO;
+        BigDecimal onTimeWeight = BigDecimal.ZERO;
+        //CHG-079 计划结束时间未录入的需求不参与计算：分子分母都剔除，不再按"不按时"压进分母
+        int noPlanEndCount = 0;
+        for (ZtStory s : stories) {
+            if (s.getPlanEndDate() == null) {
+                noPlanEndCount++;
+                continue;
+            }
+            BigDecimal w = indexMap.getOrDefault(s.getId(), BigDecimal.ZERO);
+            totalWeight = totalWeight.add(w);
+            if (s.getReleaseddate().getTime() <= DateUtils.getDayLast(s.getPlanEndDate()).getTime()) {
+                onTimeWeight = onTimeWeight.add(w);
+            }
+        }
+        BigDecimal rate = percent(onTimeWeight, totalWeight);
+        rawDetail("按时 " + onTimeWeight.stripTrailingZeros().toPlainString() + " / 总发布 " + totalWeight.stripTrailingZeros().toPlainString()
+                + "（指数加权，发布 " + stories.size() + " 个，未录计划时间剔除 " + noPlanEndCount + " 个）= " + rate.stripTrailingZeros().toPlainString() + "%");
+        return applyRule(rule, rate);
+    }
+
+    /**
+     * workload_index 为 String 列，非数字/空按 0 计
+     */
+    private BigDecimal parseIndex(String workloadIndex) {
+        if (workloadIndex == null || workloadIndex.trim().isEmpty()) {
+            return BigDecimal.ZERO;
+        }
+        try {
+            return new BigDecimal(workloadIndex.trim());
+        } catch (NumberFormatException e) {
+            return BigDecimal.ZERO;
+        }
+    }
+}
diff --git a/src/main/java/com/sa/zentao/service/perf/WorkSaturationCalculator.java b/src/main/java/com/sa/zentao/service/perf/WorkSaturationCalculator.java
new file mode 100644
index 0000000..0e61b0d
--- /dev/null
+++ b/src/main/java/com/sa/zentao/service/perf/WorkSaturationCalculator.java
@@ -0,0 +1,92 @@
+package com.sa.zentao.service.perf;
+
+import com.alibaba.fastjson.JSONObject;
+import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
+import com.sa.zentao.entity.ZtEffort;
+import com.sa.zentao.entity.ZtUser;
+import com.sa.zentao.dao.ItApproval;
+import com.sa.zentao.enums.UserType;
+import com.sa.zentao.service.IZtEffortService;
+import com.sa.zentao.service.IZtTaskService;
+import com.sa.zentao.service.IZtUserService;
+import com.sa.zentao.service.impl.IZtCountService;
+import com.sa.zentao.utils.DateUtils;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.stereotype.Component;
+
+import java.math.BigDecimal;
+import java.math.RoundingMode;
+import java.util.Date;
+import java.util.List;
+
+/**
+ * 工作量饱和度（后端 0.2/前端 0.3）：当月实际产出工时 ÷ 月度达标工时，每减1%扣2分。
+ * 达标工时口径（CHG-028 用户拍板）：(当月工作天数 − 请假天数)×5，请假按小时/8 折算成天（半天=0.5）；
+ * 实际产出 = zt_effort.consumed 当月合计。
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+@Component
+public class WorkSaturationCalculator extends AbstractPerfIndicatorCalculator {
+
+    @Autowired
+    private IZtEffortService effortService;
+    @Autowired
+    private IZtUserService userService;
+    @Autowired
+    private IZtTaskService taskService;
+    @Autowired
+    private IZtCountService countService;
+
+    @Override
+    public String key() {
+        return "workSaturation";
+    }
+
+    @Override
+    protected BigDecimal doCompute(String account, String month, JSONObject rule) {
+        Date d = monthToDate(month);
+        Date firstDay = firstDayOfMonth(month);
+        Date lastDay = lastDayOfMonth(month);
+        // CHG-034 严格按 xlsx：达标工时(每人) = (工作天数×团队人数 − 团队请假总天数)×5 ÷ 团队人数
+        // 团队人数=后端+前端（UserType.KFZ）；请假全团队平摊，不再只扣本人
+        int workDays = DateUtils.getWorkDaysInCurrentMonth(d);
+        BigDecimal examineTime = teamExamineTime(workDays, firstDay, lastDay);
+        if (examineTime.compareTo(BigDecimal.ZERO) <= 0) {
+            return BigDecimal.ZERO;
+        }
+        List<ZtEffort> efforts = effortService.list(new QueryWrapper<ZtEffort>().lambda()
+                .eq(ZtEffort::getAccount, account)
+                .ge(ZtEffort::getDate, firstDay)
+                .le(ZtEffort::getDate, lastDay));
+        BigDecimal actual = sumFloat(efforts.stream().map(ZtEffort::getConsumed).collect(java.util.stream.Collectors.toList()));
+        BigDecimal saturation = percent(actual, examineTime);
+        return applyRule(rule, saturation);
+    }
+
+    /**
+     * 团队口径达标工时（每人相同）：(workDays×devCount − 团队请假小时÷8)×5 ÷ devCount
+     */
+    private BigDecimal teamExamineTime(int workDays, Date firstDay, Date lastDay) {
+        List<ZtUser> devs = userService.list(new QueryWrapper<ZtUser>().lambda()
+                .eq(ZtUser::getUserType, UserType.KFZ)
+                .ne(ZtUser::getDeleted, "1"));
+        int devCount = devs == null ? 0 : devs.size();
+        if (devCount == 0) {
+            return BigDecimal.ZERO;
+        }
+        BigDecimal teamLeaveHours = BigDecimal.ZERO;
+        for (ZtUser dev : devs) {
+            List<ItApproval> approvalList = taskService.itApprovalByUserName(dev.getNickname(), firstDay, lastDay);
+            BigDecimal hours = countService.getApprovalTime(approvalList, firstDay);
+            if (hours != null) {
+                teamLeaveHours = teamLeaveHours.add(hours);
+            }
+        }
+        BigDecimal teamLeaveDays = teamLeaveHours.divide(BigDecimal.valueOf(8), 2, RoundingMode.HALF_UP);
+        return BigDecimal.valueOf((long) workDays * devCount).subtract(teamLeaveDays)
+                .multiply(BigDecimal.valueOf(5))
+                .divide(BigDecimal.valueOf(devCount), 2, RoundingMode.HALF_UP);
+    }
+}
diff --git a/src/main/java/com/sa/zentao/service/perf/WorkloadRatePrdCalculator.java b/src/main/java/com/sa/zentao/service/perf/WorkloadRatePrdCalculator.java
new file mode 100644
index 0000000..eb2424c
--- /dev/null
+++ b/src/main/java/com/sa/zentao/service/perf/WorkloadRatePrdCalculator.java
@@ -0,0 +1,59 @@
+package com.sa.zentao.service.perf;
+
+import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
+import com.sa.zentao.entity.ZtStoryExpand;
+import com.sa.zentao.entity.ZtUser;
+import com.sa.zentao.service.IZtStoryExpandService;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.stereotype.Component;
+
+import java.util.Set;
+
+/**
+ * 需求PRD工作量指标完成率（项目经理/产品经理/产品助理）：
+ * 个人口径，范围 = zt_story_expand.product_person 含该账号的需求，分母 = 工作天数×5。
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+@Component
+public class WorkloadRatePrdCalculator extends AbstractWorkloadRateCalculator {
+
+    @Autowired
+    private IZtStoryExpandService storyExpandService;
+
+    @Override
+    public String key() {
+        return "workloadRatePrd";
+    }
+
+    @Override
+    protected Set<Integer> scopeStoryIds(String account, String month) {
+        //CHG-048 项目口径扩到产品经理/助理（用户拍板"跟项目管理员一样的方案"）：
+        //projectManager/projectManagerWyh/productManager/productAssistant 统一按项目口径——
+        //范围=当月窗口内执行关联产品的需求；其余角色走 product_person 个人口径
+        if (isProjectScopedRole(account)) {
+            return projectScopeStoryIds(account, month);
+        }
+        //CHG-039 product_person 实际存中文姓名（如“魏冬霞”，多人逗号分隔），按 account 匹配恒为空 → 按昵称匹配，account 兜底
+        ZtUser u = userService.getByAccount(account);
+        String nameKey = (u != null && u.getNickname() != null && !u.getNickname().isEmpty())
+                ? u.getNickname() : account;
+        return toStoryIds(storyExpandService.list(new QueryWrapper<ZtStoryExpand>().lambda()
+                .like(ZtStoryExpand::getProductPerson, nameKey)
+                .or().like(ZtStoryExpand::getProductPerson, account)));
+    }
+
+    @Override
+    protected int producerCount(String account, String month) {
+        //CHG-048 四角色统一项目口径：分母=当月窗口内执行的 KFZ 成员数
+        if (isProjectScopedRole(account)) {
+            return projectProducerCount(account, month);
+        }
+        return 1;
+    }
+
+    /**
+     * CHG-048 项目口径角色判断已上移至 AbstractWorkloadRateCalculator.isProjectScopedRole
+     */
+}
diff --git a/src/main/java/com/sa/zentao/service/perf/WorkloadRateTeamCalculator.java b/src/main/java/com/sa/zentao/service/perf/WorkloadRateTeamCalculator.java
new file mode 100644
index 0000000..b68ff17
--- /dev/null
+++ b/src/main/java/com/sa/zentao/service/perf/WorkloadRateTeamCalculator.java
@@ -0,0 +1,41 @@
+package com.sa.zentao.service.perf;
+
+import org.springframework.stereotype.Component;
+
+import java.util.Set;
+
+/**
+ * 团队工作量指标完成率（项目经理/产品经理）：
+ * 团队口径，范围不限需求，分母 = 工作天数×5×开发产出人数（测试人员不计入产出方）。
+ *
+ * @author ai
+ * @since 2026-07-28
+ */
+@Component
+public class WorkloadRateTeamCalculator extends AbstractWorkloadRateCalculator {
+
+    @Override
+    public String key() {
+        return "workloadRateTeam";
+    }
+
+    @Override
+    protected Set<Integer> scopeStoryIds(String account, String month) {
+        //CHG-053 团队完成率项目口径四角色（含选中产品集路径）：projectManager/projectManagerWyh/
+        //productManager/productAssistant=项目口径（选中产品集优先，否则本人在窗执行关联产品）；其余=部门口径
+        if (isProjectScopedRole(account)) {
+            return projectScopeStoryIds(account, month);
+        }
+        // 团队口径：不限制需求范围
+        return null;
+    }
+
+    @Override
+    protected int producerCount(String account, String month) {
+        //CHG-053 四角色统一项目口径：选中产品集下在窗执行成员数，否则本人在窗执行成员数；其余=全部门 KFZ
+        if (isProjectScopedRole(account)) {
+            return projectProducerCount(account, month);
+        }
+        return devProducerCount();
+    }
+}
diff --git a/src/main/java/com/sa/zentao/task/SpringTaskJob.java b/src/main/java/com/sa/zentao/task/SpringTaskJob.java
index f8347b1..59b7993 100644
--- a/src/main/java/com/sa/zentao/task/SpringTaskJob.java
+++ b/src/main/java/com/sa/zentao/task/SpringTaskJob.java
@@ -5,6 +5,7 @@ import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
 import com.baomidou.mybatisplus.core.conditions.update.LambdaUpdateWrapper;
 import com.sa.zentao.entity.ZtCronDevops;
 import com.sa.zentao.service.IZtCronDevopsService;
+import com.sa.zentao.service.IZtDocCheckService;
 import com.sa.zentao.service.IZtYwTaskService;
 import com.sa.zentao.utils.Constant;
 import com.sa.zentao.utils.DateUtils;
@@ -31,6 +32,9 @@ public class SpringTaskJob {
     @Autowired
     private IZtYwTaskService ywTaskService;
 
+    @Autowired
+    private IZtDocCheckService docCheckService;
+
     //每天凌晨一点去
     @Scheduled(cron ="0 0 0 * * ?")
     public void dkEveryDay(){
@@ -73,4 +77,13 @@ public class SpringTaskJob {
 
     }
 
+
+    //每月28日凌晨2点预生成当月文档齐备快照（FR-014 三期）
+    @Scheduled(cron ="0 0 2 28 * ?")
+    public void docCheckMonthEnd(){
+
+        docCheckService.generateMonthSnapshot(DateUtils.formatDate(new Date(), "yyyy-MM"));
+
+    }
+
 }
\ No newline at end of file
diff --git a/src/main/java/com/sa/zentao/utils/PerfScoreRules.java b/src/main/java/com/sa/zentao/utils/PerfScoreRules.java
new file mode 100644
index 0000000..f32ec54
--- /dev/null
+++ b/src/main/java/com/sa/zentao/utils/PerfScoreRules.java
@@ -0,0 +1,134 @@
+package com.sa.zentao.utils;
+
+import java.math.BigDecimal;
+import java.math.RoundingMode;
+
+/**
+ * 绩效得分规则（SRC-002 新版考核方案，后端开发工程师口径）：
+ * 任务及时完成 25 分 / Bug 密度 30 分 / 工作量饱和度 20 分，
+ * 代码质量 10 分 / 文档质量 10 分 / 不规范行为 5 分（后三项人工评审，给满分默认值）。
+ * 纯函数，供 IZtCountService 月报（buildKFZScore）与地盘绩效（myWorkScore）共用，保证两处一致。
+ *
+ * @author ai
+ * @since 2026-07-29 (CHG-036)
+ */
+public final class PerfScoreRules {
+
+    private PerfScoreRules() {
+    }
+
+    public static final BigDecimal FULL_PUNCTUALITY = BigDecimal.valueOf(25);
+    public static final BigDecimal FULL_BUG_DENSITY = BigDecimal.valueOf(30);
+    public static final BigDecimal FULL_SATURATION = BigDecimal.valueOf(20);
+    /** 前端工程师饱和度满分（CHG-038：前端表无文档质量项，10% 挪至饱和度） */
+    public static final BigDecimal FULL_SATURATION_FRONT = BigDecimal.valueOf(30);
+    public static final BigDecimal FULL_CODE_QUALITY = BigDecimal.valueOf(10);
+    public static final BigDecimal FULL_DOCUMENT_QUALITY = BigDecimal.valueOf(10);
+    public static final BigDecimal FULL_WORK_ATTITUDE = BigDecimal.valueOf(5);
+
+    /**
+     * 任务及时完成（25 分）：=100% 满分；95%~100% 每减1%扣1分；≤94% 每减1%扣2分（分段累计）。
+     *
+     * @param rate 及时率，0~1（如 0.973）
+     */
+    public static BigDecimal punctualityScore(BigDecimal rate) {
+        if (rate == null || rate.compareTo(BigDecimal.ZERO) <= 0) {
+            return BigDecimal.ZERO;
+        }
+        BigDecimal pct = rate.multiply(BigDecimal.valueOf(100));
+        BigDecimal deduct = BigDecimal.ZERO;
+        if (pct.compareTo(BigDecimal.valueOf(100)) < 0) {
+            // 95~100 段：from=100 到 max(pct,95)，每 1% 扣 1 分
+            BigDecimal seg1 = BigDecimal.valueOf(100).subtract(pct.max(BigDecimal.valueOf(95)));
+            deduct = deduct.add(seg1);
+            // ≤94 段：from=95 到 pct，每 1% 扣 2 分
+            if (pct.compareTo(BigDecimal.valueOf(95)) < 0) {
+                deduct = deduct.add(BigDecimal.valueOf(95).subtract(pct).multiply(BigDecimal.valueOf(2)));
+            }
+        }
+        return clamp(FULL_PUNCTUALITY.subtract(deduct));
+    }
+
+    /**
+     * Bug 密度（30 分）：≤15% 满分；>15% 每增 1% 扣 3 分，扣完截止（无截断归零）。
+     *
+     * @param densityPct 密度百分数（如 16.5 表示 16.5%）
+     */
+    public static BigDecimal bugDensityScore(BigDecimal densityPct) {
+        if (densityPct == null) {
+            return BigDecimal.ZERO;
+        }
+        if (densityPct.compareTo(BigDecimal.valueOf(15)) <= 0) {
+            return FULL_BUG_DENSITY;
+        }
+        BigDecimal deduct = densityPct.subtract(BigDecimal.valueOf(15)).multiply(BigDecimal.valueOf(3));
+        return clamp(FULL_BUG_DENSITY.subtract(deduct));
+    }
+
+    /**
+     * 工作量饱和度（20 分，后端口径）：=100% 满分；<100% 每减 1% 扣 2 分，扣完截止。
+     *
+     * @param rate 达标率，0~1（如 1.25 表示 125%）
+     */
+    public static BigDecimal saturationScore(BigDecimal rate) {
+        return saturationScore(rate, FULL_SATURATION);
+    }
+
+    /**
+     * 工作量饱和度（指定满分）：=100% 满分；<100% 每减 1% 扣 2 分，扣完截止。
+     * CHG-038 前端工程师口径满分 30（前端表无文档质量项，10% 挪至饱和度）。
+     *
+     * @param rate 达标率，0~1
+     * @param full 满分（后端 20 / 前端 30）
+     */
+    public static BigDecimal saturationScore(BigDecimal rate, BigDecimal full) {
+        if (rate == null || rate.compareTo(BigDecimal.ZERO) <= 0) {
+            return BigDecimal.ZERO;
+        }
+        BigDecimal pct = rate.multiply(BigDecimal.valueOf(100));
+        if (pct.compareTo(BigDecimal.valueOf(100)) >= 0) {
+            return full;
+        }
+        BigDecimal deduct = BigDecimal.valueOf(100).subtract(pct).multiply(BigDecimal.valueOf(2));
+        return clamp(full.subtract(deduct));
+    }
+
+    private static BigDecimal clamp(BigDecimal score) {
+        if (score.compareTo(BigDecimal.ZERO) < 0) {
+            return BigDecimal.ZERO;
+        }
+        // toPlainString 归一，避免 stripTrailingZeros 产生 1E+1 科学计数形导致 equals 比较失败
+        return new BigDecimal(score.setScale(2, RoundingMode.HALF_UP).stripTrailingZeros().toPlainString());
+    }
+
+    /**
+     * 测试计划及时完成（20 分，测试工程师）：=100% 满分；<100% 每减 1% 扣 2 分，扣完截止。CHG-037
+     */
+    public static BigDecimal testerPlanScore(BigDecimal rate) {
+        if (rate == null || rate.compareTo(BigDecimal.ZERO) <= 0) {
+            return BigDecimal.ZERO;
+        }
+        BigDecimal pct = rate.multiply(BigDecimal.valueOf(100));
+        if (pct.compareTo(BigDecimal.valueOf(100)) >= 0) {
+            return BigDecimal.valueOf(20);
+        }
+        return clamp(BigDecimal.valueOf(20).subtract(BigDecimal.valueOf(100).subtract(pct).multiply(BigDecimal.valueOf(2))));
+    }
+
+    /**
+     * UI 任务及时完成（50 分，UI 工程师）：=100% 得 50；90%~100% 得 40；<90% 得 0。CHG-037
+     */
+    public static BigDecimal uiPunctualityScore(BigDecimal rate) {
+        if (rate == null || rate.compareTo(BigDecimal.ZERO) <= 0) {
+            return BigDecimal.ZERO;
+        }
+        BigDecimal pct = rate.multiply(BigDecimal.valueOf(100));
+        if (pct.compareTo(BigDecimal.valueOf(100)) >= 0) {
+            return BigDecimal.valueOf(50);
+        }
+        if (pct.compareTo(BigDecimal.valueOf(90)) >= 0) {
+            return BigDecimal.valueOf(40);
+        }
+        return BigDecimal.ZERO;
+    }
+}
diff --git a/src/main/resources/mapper/ZtStoryExpandMapper.xml b/src/main/resources/mapper/ZtStoryExpandMapper.xml
index d651de7..b518af4 100644
--- a/src/main/resources/mapper/ZtStoryExpandMapper.xml
+++ b/src/main/resources/mapper/ZtStoryExpandMapper.xml
@@ -22,6 +22,7 @@
             <result column="product_person" property="productPerson" />
             <result column="develop_person" property="developPerson" />
             <result column="test_person" property="testPerson" />
+            <result column="acceptance_criteria" property="acceptanceCriteria" />
     </resultMap>
 
     <select id="queryByMonthWithTitle" resultMap="BaseResultMap">
diff --git a/src/main/resources/mapper/ZtTaskMapper.xml b/src/main/resources/mapper/ZtTaskMapper.xml
index f9d5428..1397610 100644
--- a/src/main/resources/mapper/ZtTaskMapper.xml
+++ b/src/main/resources/mapper/ZtTaskMapper.xml
@@ -347,6 +347,18 @@
 
 
 
+    </select>
+    <!-- 批量版：条件与 itApprovalByUserName 完全一致，name 改 IN；供 storyBarChart 月度循环批量化（老 SQL 不动） -->
+    <select id="itApprovalsByNames" resultType="com.sa.zentao.dao.ItApproval">
+        SELECT * from os_system.it_approval a WHERE 1=1
+            and a.name in
+            <foreach collection="names" item="n" open="(" separator="," close=")">#{n}</foreach>
+            and
+            (
+            (date(apply_time_start)  BETWEEN date( #{startDate})   and date(#{endDate}))
+            or(
+            date(apply_time_end)  BETWEEN date(#{startDate})   and date(#{endDate}))
+            )
     </select>
     <select id="taskListByIds" resultType="com.sa.zentao.entity.ZtTask">
          select
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