diff --git a/crm-dict/src/main/java/com/crm/dict/config/DictDataInitializer.java b/crm-dict/src/main/java/com/crm/dict/config/DictDataInitializer.java
index 1d622f1..44490c0 100644
--- a/crm-dict/src/main/java/com/crm/dict/config/DictDataInitializer.java
+++ b/crm-dict/src/main/java/com/crm/dict/config/DictDataInitializer.java
@@ -42,6 +42,7 @@ public class DictDataInitializer implements CommandLineRunner {
 
     /*-------- 棣栨壒鍐呯疆瀛楀吀绉嶅瓙锛圗xcel 鏇挎崲鍙ｏ紝瑙佺被娉ㄩ噴锛?      * 娓犻亾/鍝佺墝/闇€姹備骇鍝?闇€姹傚満鏅€夐」鍙栬嚜钃濇箹鍘熷瀷 A2-1-2-2 鏂板绾跨储琛ㄥ崟锛坒rontend-integration 绁ㄦ嵁 02锛夛紱
+     * 鍟嗘満闃舵鍙栬嚜鍘熷瀷 A7-3-2-1 闃舵妯℃澘杞ㄩ亾鍥炬牱渚嬶紙鍟嗘満妯″潡绁?06锛孫PP_STAGE_05 涓哄浐瀹氳妭鐐瑰绾︾爜锛夛紱
      * 鍘熷瀷娓犻亾娓呭崟涓殑鍗犱綅鏂囨湰銆屽垪琛ㄩ」1銆嶄笉鍏ュ簱銆?-------*/
 
     private static final List<GroupSeed> SEED_GROUPS = List.of(
@@ -148,7 +149,14 @@ public class DictDataInitializer implements CommandLineRunner {
                             new ItemSeed("energy", "鑳芥簮", "energy", 15, null, false),
                             new ItemSeed("park", "鍥尯", "park", 16, null, false),
                             new ItemSeed("cultural_tourism", "鏂囨梾", "cultural_tourism", 17, null, false),
-                            new ItemSeed("exhibition_hall", "灞曞巺", "exhibition_hall", 18, null, false))));
+                            new ItemSeed("exhibition_hall", "灞曞巺", "exhibition_hall", 18, null, false))),
+            new GroupSeed("opp_stage", "鍟嗘満闃舵", 7, "鍟嗘満闃舵妯℃澘鑺傜偣寮曠敤锛堝師鍨?A7-3-2-1 杞ㄩ亾鍥炬牱渚嬶紱OPP_STAGE_05=宸茶浆椤圭洰鍥哄畾鑺傜偣锛屽晢鏈烘ā鍧楃エ 06锛?,
+                    List.of(
+                            new ItemSeed("OPP_STAGE_01", "瀹㈡埛鍦堝畾", "OPP_STAGE_01", 1, null, false),
+                            new ItemSeed("OPP_STAGE_02", "鍏崇郴鎽告帓", "OPP_STAGE_02", 2, null, false),
+                            new ItemSeed("OPP_STAGE_03", "璧勬枡閲囬泦", "OPP_STAGE_03", 3, null, false),
+                            new ItemSeed("OPP_STAGE_04", "鏂规鍗?, "OPP_STAGE_04", 4, null, false),
+                            new ItemSeed("OPP_STAGE_05", "宸茶浆椤圭洰", "OPP_STAGE_05", 5, null, false))));
 
     @Override
     public void run(String... args) {
diff --git a/crm-dict/src/test/java/com/crm/dict/config/DictDataInitializerTest.java b/crm-dict/src/test/java/com/crm/dict/config/DictDataInitializerTest.java
index 7a34dab..16b8e10 100644
--- a/crm-dict/src/test/java/com/crm/dict/config/DictDataInitializerTest.java
+++ b/crm-dict/src/test/java/com/crm/dict/config/DictDataInitializerTest.java
@@ -31,24 +31,24 @@ class DictDataInitializerTest extends AbstractDictH2Test {
     }
 
     @Test
-    @DisplayName("棣栬锛? 涓唴缃垎缁?+ 92 涓唴缃」鍏ㄩ儴寤哄簱锛宺ef_count 棰勫缓锛岀瀛愰粯璁ら」鐢熸晥")
+    @DisplayName("棣栬锛? 涓唴缃垎缁?+ 97 涓唴缃」鍏ㄩ儴寤哄簱锛宺ef_count 棰勫缓锛岀瀛愰粯璁ら」鐢熸晥")
     void firstRun_createsBuiltinDictsWithDefaults() {
         initializer.run();
 
         List<DictGroup> groups = dictGroupMapper.selectList(null);
-        assertThat(groups).hasSize(6);
+        assertThat(groups).hasSize(7);
         assertThat(groups).extracting(DictGroup::getCode)
                 .containsExactlyInAnyOrder("lead_source", "customer_status", "industry",
-                        "brand", "product", "scene");
+                        "brand", "product", "scene", "opp_stage");
         assertThat(groups).allMatch(g -> Boolean.TRUE.equals(g.getBuiltin()));
         assertThat(groups).allMatch(g -> g.getStatus() == DictConstants.STATUS_ENABLED);
 
         List<DictItem> items = dictItemMapper.selectList(null);
-        assertThat(items).hasSize(92); // 38 娓犻亾 + 3 瀹㈡埛鐘舵€?+ 8 琛屼笟 + 9 鍝佺墝 + 16 闇€姹備骇鍝?+ 18 闇€姹傚満鏅?+        assertThat(items).hasSize(97); // 38 娓犻亾 + 3 瀹㈡埛鐘舵€?+ 8 琛屼笟 + 9 鍝佺墝 + 16 闇€姹備骇鍝?+ 18 闇€姹傚満鏅?+ 5 鍟嗘満闃舵
         assertThat(items).allMatch(i -> Boolean.TRUE.equals(i.getBuiltin()));
 
         // 寮曠敤璁℃暟琛岄寤猴紙涓庢柊寤烘帴鍙ｅ悓鍙ｅ緞锛?-        assertThat(dictRefCountMapper.selectCount(null)).isEqualTo(92);
+        assertThat(dictRefCountMapper.selectCount(null)).isEqualTo(97);
         DictGroup statusGroup = groups.stream()
                 .filter(g -> g.getCode().equals("customer_status")).findFirst().orElseThrow();
         DictItem potential = dictItemMapper.selectList(null).stream()
@@ -69,9 +69,9 @@ class DictDataInitializerTest extends AbstractDictH2Test {
         initializer.run();
         initializer.run();
 
-        assertThat(dictGroupMapper.selectCount(null)).isEqualTo(6);
-        assertThat(dictItemMapper.selectCount(null)).isEqualTo(92);
-        assertThat(dictRefCountMapper.selectCount(null)).isEqualTo(92);
+        assertThat(dictGroupMapper.selectCount(null)).isEqualTo(7);
+        assertThat(dictItemMapper.selectCount(null)).isEqualTo(97);
+        assertThat(dictRefCountMapper.selectCount(null)).isEqualTo(97);
         assertThat(dictGroupDefaultMapper.selectCount(null)).isEqualTo(1);
     }
 
@@ -194,12 +194,12 @@ class DictDataInitializerTest extends AbstractDictH2Test {
         assertThat(dictGroupMapper.selectById(userGroup.getId()).getBuiltin()).isFalse();
         assertThat(dictItemMapper.selectList(null).stream()
                 .filter(i -> i.getGroupId().equals(userGroup.getId()))).isEmpty();
-        // 绉嶅瓙鍏朵粬鍒嗙粍涓嶅彈褰卞搷锛堢户缁甯稿鍏ワ級锛歝ustomer_status + industry + brand + product + scene
-        assertThat(dictGroupMapper.selectCount(null)).isEqualTo(6); // lead_source(鐢ㄦ埛) + 鍏朵綑 5 涓唴缃垎缁?+        // 绉嶅瓙鍏朵粬鍒嗙粍涓嶅彈褰卞搷锛堢户缁甯稿鍏ワ級锛歝ustomer_status + industry + brand + product + scene + opp_stage
+        assertThat(dictGroupMapper.selectCount(null)).isEqualTo(7); // lead_source(鐢ㄦ埛) + 鍏朵綑 6 涓唴缃垎缁?         assertThat(dictGroupMapper.selectList(null).stream()
                 .filter(g -> g.getCode().equals("industry"))).hasSize(1);
-        assertThat(dictItemMapper.selectCount(null)).isEqualTo(54); // 92 - 娓犻亾 38锛堢敤鎴峰垎缁勬暣缁勮烦杩囷級
-        assertThat(dictRefCountMapper.selectCount(null)).isEqualTo(54);
+        assertThat(dictItemMapper.selectCount(null)).isEqualTo(59); // 97 - 娓犻亾 38锛堢敤鎴峰垎缁勬暣缁勮烦杩囷級
+        assertThat(dictRefCountMapper.selectCount(null)).isEqualTo(59);
         assertThat(dictGroupDefaultMapper.selectCount(null)).isEqualTo(1); // customer_status 榛樿椤?     }
 
diff --git a/crm-opportunity/src/main/java/com/crm/opportunity/constant/OpportunityConstants.java b/crm-opportunity/src/main/java/com/crm/opportunity/constant/OpportunityConstants.java
index cbbbba8..27fe7f7 100644
--- a/crm-opportunity/src/main/java/com/crm/opportunity/constant/OpportunityConstants.java
+++ b/crm-opportunity/src/main/java/com/crm/opportunity/constant/OpportunityConstants.java
@@ -13,6 +13,8 @@ public interface OpportunityConstants {
     int CODE_OPP_NOT_EXIST = 66002;        // 鍟嗘満涓嶅瓨鍦ㄦ垨宸茶鍒犻櫎
     int CODE_STATUS_NOT_ALLOWED = 66003;   // 褰撳墠鐘舵€佷笉鍏佽姝ゆ搷浣滐紙瀹堝崼鍓嶇疆锛?     int CODE_CAS_FAIL = 66004;             // 涔愯閿?鐘舵€?CAS 鍐茬獊锛圓DR-0021锛?+    int CODE_STAGE_NOT_ALLOWED = 66005;    // 褰撳墠鐘舵€佷笉鍏佽闃舵鍒囨崲锛堢エ 06锛氫粎鎺ㄨ繘涓彲鍒囷級
+    int CODE_STAGE_NODE_INVALID = 66006;   // 鐩爣闃舵鑺傜偣闈炴硶锛堜笉灞炵粦瀹氭ā鏉跨増鏈?鍥哄畾鑺傜偣/涓嶅瓨鍦紝绁?06锛? 
     /*-------- 杩涘叆鍏捣鍘熷洜 pool_reason锛圥RD 搂3.5 鏋氫妇锛屽洓鍊煎皝闂紱varchar(32) 瀛樿涔夌爜锛?-------
      * E3 涓変釜鏉ユ簮鍊肩敱璋冪敤鏂癸紙Service锛夋寜鎿嶄綔鍦烘櫙浼犲叆锛汦10 瓒呮湡鍥炴敹鐢?executeRecycle 鍐欐銆?diff --git a/crm-opportunity/src/main/java/com/crm/opportunity/port/inbound/impl/OpportunityConvertPortImpl.java b/crm-opportunity/src/main/java/com/crm/opportunity/port/inbound/impl/OpportunityConvertPortImpl.java
index 5c1d908..f8485d0 100644
--- a/crm-opportunity/src/main/java/com/crm/opportunity/port/inbound/impl/OpportunityConvertPortImpl.java
+++ b/crm-opportunity/src/main/java/com/crm/opportunity/port/inbound/impl/OpportunityConvertPortImpl.java
@@ -8,6 +8,7 @@ import com.crm.opportunity.mapper.OpportunityMapper;
 import com.crm.opportunity.port.inbound.ConvertToProjectCmd;
 import com.crm.opportunity.port.inbound.OpportunityConvertException;
 import com.crm.opportunity.port.inbound.OpportunityConvertPort;
+import com.crm.opportunity.stage.OpportunityStageService;
 import com.crm.opportunity.state.OpportunityTransition;
 import com.crm.opportunity.state.OpportunityTransitionCmd;
 import lombok.RequiredArgsConstructor;
@@ -21,6 +22,9 @@ import org.springframework.transaction.annotation.Transactional;
  * 骞傜瓑锛氬凡缁堟€?5) 瀹夐潤璺宠繃杩斿洖锛涢潪鎺ㄨ繘涓?涓嶅瓨鍦ㄦ姏 {@link OpportunityConvertException}锛?  * 骞跺彂绐楀彛锛堢姸鎬佹満 CAS 澶辫触锛夊厛澶嶆煡缁堟€佲€斺€斿苟鍙戦噸澶嶅洖璋冨綋骞傜瓑鍛戒腑瀹夐潤璺宠繃锛?  * 鍏朵綑 CAS 鍐茬獊杞瘧涓哄悓涓€绔彛寮傚父锛屼繚鎸佸澶栧崟涓€寮傚父濂戠害锛坈ode review 20260824 琛ヤ竵锛夈€?/p>
+ *
+ * <p>杞?2 鑱斿姩锛堢エ 06銆屽洓銆嶏級锛欵8 鎴愬姛鍚庡悓姝ラ┍鍔?current_stage_id 鈫?缁戝畾妯℃澘鐗堟湰鍥哄畾鑺傜偣
+ * 銆屽凡杞」鐩€嶅苟鍐欓樁娈垫帹杩涘巻鍙诧紱骞傜瓑鍛戒腑璺緞涓嶉噸澶嶉┍鍔紙棣栨杞崲鏃跺凡钀斤級銆?/p>
  */
 @Service
 @RequiredArgsConstructor
@@ -31,6 +35,7 @@ public class OpportunityConvertPortImpl implements OpportunityConvertPort {
 
     private final OpportunityMapper oppMapper;
     private final OpportunityTransition transition;
+    private final OpportunityStageService stageService;
 
     @Override
     @Transactional(rollbackFor = Exception.class)
@@ -50,6 +55,8 @@ public class OpportunityConvertPortImpl implements OpportunityConvertPort {
             transition.execute(cmd.opportunityId(),
                     new OpportunityTransitionCmd.ConvertToProjectCmd(
                             SYSTEM_OPERATOR, cmd.projectId(), cmd.schemeCardId()));
+            // 杞?2 鑱斿姩锛堢エ 06銆屽洓銆嶏級锛欵8 鎴愬姛 鈫?闃舵椹卞姩鑷冲浐瀹氳妭鐐广€屽凡杞」鐩€?+            stageService.onConvertedToProject(opp);
         } catch (BusinessErrorException e) {
             // 骞跺彂骞傜瓑琛ヤ竵锛欳AS 澶辫触鍙兘鏄苟鍙戦噸澶嶅洖璋冿紙瀵规柟浜嬪姟宸插厛瀹屾垚 E8锛夛紝澶嶆煡缁堟€佸垯褰撳箓绛夊懡涓?             Opportunity latest = oppMapper.selectById(cmd.opportunityId());
diff --git a/crm-opportunity/src/test/java/com/crm/opportunity/port/inbound/OpportunityConvertPortImplTest.java b/crm-opportunity/src/test/java/com/crm/opportunity/port/inbound/OpportunityConvertPortImplTest.java
index 317e163..01d9532 100644
--- a/crm-opportunity/src/test/java/com/crm/opportunity/port/inbound/OpportunityConvertPortImplTest.java
+++ b/crm-opportunity/src/test/java/com/crm/opportunity/port/inbound/OpportunityConvertPortImplTest.java
@@ -6,6 +6,7 @@ import com.crm.opportunity.domain.entity.Opportunity;
 import com.crm.opportunity.domain.enums.OpportunityStatus;
 import com.crm.opportunity.mapper.OpportunityMapper;
 import com.crm.opportunity.port.inbound.impl.OpportunityConvertPortImpl;
+import com.crm.opportunity.stage.OpportunityStageService;
 import com.crm.opportunity.state.OpportunityTransition;
 import com.crm.opportunity.state.OpportunityTransitionCmd;
 import org.junit.jupiter.api.DisplayName;
@@ -40,6 +41,7 @@ class OpportunityConvertPortImplTest {
 
     @Mock private OpportunityMapper oppMapper;
     @Mock private OpportunityTransition transition;
+    @Mock private OpportunityStageService stageService;
 
     @InjectMocks
     private OpportunityConvertPortImpl port;
@@ -73,6 +75,8 @@ class OpportunityConvertPortImplTest {
                 .doesNotThrowAnyException();
 
         verify(transition, never()).execute(anyLong(), any());
+        // 骞傜瓑鍛戒腑璺緞涓嶉噸澶嶉┍鍔ㄩ樁娈佃仈鍔紙棣栨杞崲鏃跺凡钀斤紝绁?06銆屽洓銆嶏級
+        verify(stageService, never()).onConvertedToProject(any());
     }
 
     @Test
@@ -89,14 +93,17 @@ class OpportunityConvertPortImplTest {
     }
 
     @Test
-    @DisplayName("鎺ㄨ繘涓?2) 鈫?璋冪姸鎬佹満 E8锛堢郴缁熻韩浠?0L + projectId/schemeCardId 钀藉揩鐓э級")
+    @DisplayName("鎺ㄨ繘涓?2) 鈫?璋冪姸鎬佹満 E8锛堢郴缁熻韩浠?0L + projectId/schemeCardId 钀藉揩鐓э級+ 闃舵鑱斿姩椹卞姩鍥哄畾鑺傜偣")
     void convert_advancing_invokesTransitionWithSystemOperator() {
-        when(oppMapper.selectById(OPP_ID)).thenReturn(oppAt(OpportunityStatus.STATUS_ADVANCING));
+        Opportunity opp = oppAt(OpportunityStatus.STATUS_ADVANCING);
+        when(oppMapper.selectById(OPP_ID)).thenReturn(opp);
 
         port.convert(new ConvertToProjectCmd(OPP_ID, SCHEME_CARD_ID, PROJECT_ID));
 
         verify(transition).execute(eq(OPP_ID), eq(
                 new OpportunityTransitionCmd.ConvertToProjectCmd(0L, PROJECT_ID, SCHEME_CARD_ID)));
+        // 杞?2 鑱斿姩锛堢エ 06銆屽洓銆嶏級锛欵8 鎴愬姛鍚庨┍鍔ㄩ樁娈佃嚦鍥哄畾鑺傜偣銆屽凡杞」鐩€?+        verify(stageService).onConvertedToProject(opp);
     }
 
     @Test
diff --git a/crm-rule/src/main/java/com/crm/rule/constant/OpportunityRuleConstants.java b/crm-rule/src/main/java/com/crm/rule/constant/OpportunityRuleConstants.java
index 50a902a..88e9c52 100644
--- a/crm-rule/src/main/java/com/crm/rule/constant/OpportunityRuleConstants.java
+++ b/crm-rule/src/main/java/com/crm/rule/constant/OpportunityRuleConstants.java
@@ -1,10 +1,11 @@
 package com.crm.rule.constant;
 
 /**
- * 鍟嗘満瑙勫垯妯″潡甯搁噺锛堝叕娴疯鍒欓厤缃紝绁?05 / PRD 搂5锛?+ * 鍟嗘満瑙勫垯妯″潡甯搁噺锛堝叕娴疯鍒欓厤缃?绁?05 + 闃舵妯℃澘 绁?06 / PRD 搂5-搂6锛?  *
  * <p>涓?{@link RuleConstants}锛堢嚎绱㈣鍒欏瓙鍩燂級鍒嗗煙缁存姢锛涘晢鏈鸿鍒欎笟鍔￠敊璇爜鍚屾 64xxx 椤哄欢
- * 锛?4008 璧凤紝鍒囩墖 B 鐗堟湰鐘舵€佹満鏍￠獙鏃跺惎鐢級銆?/p>
+ * 锛?4008-64012 鍏捣瑙勫垯锛?4013 璧烽樁娈垫ā鏉匡級銆傜増鏈姸鎬?閫傜敤鑼冨洿/鏄惁鏍囪涓虹エ 05/06/07 鍏变韩鐨?+ * 銆岀増鏈寲閰嶇疆銆嶅叕鍏辩害瀹?V-CONFIG 鍊煎煙锛堢エ 06銆岄浂銆嶏級銆?/p>
  */
 public interface OpportunityRuleConstants {
 
@@ -36,6 +37,17 @@ public interface OpportunityRuleConstants {
 
     String RULE_CODE_PREFIX = "POOL_RULE_";
 
+    /*-------- 闃舵妯℃澘锛堢エ 06锛夛細缂栫爜鍓嶇紑 + 鍥哄畾鑺傜偣 ---------*/
+
+    /** 闃舵妯℃澘缂栫爜鍓嶇紑锛堢郴缁熺敓鎴愶紝搴忓彿椤哄欢锛孷-CONFIG 1锛?*/
+    String TEMPLATE_CODE_PREFIX = "OPP_STAGE_TPL_";
+
+    /** 銆屽凡杞」鐩€嶅浐瀹氳妭鐐瑰瓧鍏?code锛堢エ 06銆屽洓銆嶏細姣忔ā鏉胯嚜甯︺€佷笉鍙垹銆佷粎鏂规鍗¤浆椤圭洰椹卞姩鍒拌揪锛?*/
+    String FIXED_STAGE_DICT_CODE = "OPP_STAGE_05";
+
+    /** 銆屽凡杞」鐩€嶅浐瀹氳妭鐐瑰睍绀哄悕锛坈ustom_node_name 涓虹┖鏃剁殑瀛楀吀鍚嶅厹搴曪級 */
+    String FIXED_STAGE_NAME = "宸茶浆椤圭洰";
+
     /*-------- 涓氬姟閿欒鐮侊紙64xxx锛屾帴 RuleConstants 64007 椤哄欢锛?--------*/
 
     /** 瑙勫垯鍙傛暟/鐘舵€佹牎楠屽け璐?*/
@@ -52,4 +64,21 @@ public interface OpportunityRuleConstants {
 
     /** 鍙戝竷鏃堕€傜敤閮ㄩ棬涓庡叾瀹冨彂甯冧腑瑙勫垯閲嶅彔锛堥儴闂ㄨ鐩栧敮涓€锛?*/
     int CODE_OPP_RULE_DEPT_CONFLICT = 64012;
+
+    /*-------- 闃舵妯℃澘涓氬姟閿欒鐮侊紙绁?06锛?4013 璧烽『寤讹級 --------*/
+
+    /** 妯℃澘鍙傛暟/鐘舵€佹牎楠屽け璐?*/
+    int CODE_STAGE_TPL_INVALID = 64013;
+
+    /** 妯℃澘鐗堟湰涓嶅瓨鍦?*/
+    int CODE_STAGE_TPL_NOT_EXIST = 64014;
+
+    /** 浠呰崏绋垮彲鍒狅紙鍙戝竷涓€佸凡鍋滅敤涓嶅彲鐩存帴鍒狅級 */
+    int CODE_STAGE_TPL_NOT_DRAFT = 64015;
+
+    /** 鍚屾ā鏉跨紪鐮佸凡瀛樺湪鑽夌锛堢紪杈戝彂甯冧腑/鍋滅敤鐗堟湰鏃朵笉鍐嶇敓鎴愭柊鑽夌锛?*/
+    int CODE_STAGE_TPL_DRAFT_EXISTS = 64016;
+
+    /** 鍙戝竷鏍￠獙澶辫触锛氶樁娈佃妭鐐归厤缃笉瀹屾暣锛堟棤鏅€氳妭鐐?瀛楀吀 code 缂哄け锛?*/
+    int CODE_STAGE_TPL_NODE_INVALID = 64017;
 }