diff --git a/sql/import_oms_existing_opportunities_pg17.sql b/sql/import_oms_existing_opportunities_pg17.sql
new file mode 100644
index 00000000..6d5d3328
--- /dev/null
+++ b/sql/import_oms_existing_opportunities_pg17.sql
@@ -0,0 +1,507 @@
+-- Import OMS existing project-space opportunities into CRM.
+--
+-- Source workbook: /Users/kangwenjing/Downloads/OMS存量项目空间（研发转录CRM）0423.xlsx
+-- Source sheet: OMS已立项
+--
+-- Re-runnable behavior:
+-- - crm_customer is reused by generated customer_code, or by customer_name + default owner/null owner.
+-- - crm_opportunity is upserted by opportunity_code, which comes from OMS 项目ID.
+-- - The Excel 售前ID/售前 columns are imported as pre_sales_id/pre_sales_name.
+-- - owner_user_id is still required by crm_opportunity, so this script uses a default enabled user.
+--
+-- Mapping notes:
+-- - 项目ID -> crm_opportunity.opportunity_code
+-- - 项目名称 -> crm_opportunity.opportunity_name
+-- - 最终客户名称/区域/行业 -> crm_customer
+-- - 区域 -> crm_customer.province and crm_opportunity.project_location, normalized with 省/市/自治区 suffix
+-- - 售前ID/售前 -> crm_opportunity.pre_sales_id/pre_sales_name
+-- - 下单时间 -> crm_opportunity.expected_close_date
+-- - 项目状态 = 已下单 -> stage/status won, archived true
+-- - 项目状态 = 重点跟进 -> stage S4A when dictionary exists, otherwise business_negotiation
+-- - 项目状态 = 商机 -> stage S0 when dictionary exists, otherwise initial_contact
+--
+-- If your SQL client reports "current transaction is aborted", run this first:
+-- rollback;
+--
+-- This script intentionally avoids an explicit begin/commit so GUI SQL clients can
+-- execute it statement-by-statement without getting stuck in an aborted transaction.
+
+rollback;
+
+drop table if exists tmp_oms_opportunity_import;
+drop table if exists tmp_oms_area_map;
+drop table if exists tmp_oms_default_owner;
+drop table if exists tmp_oms_dict_values;
+drop table if exists tmp_oms_stage_codes;
+
+create temp table tmp_oms_opportunity_import (
+  row_no integer not null,
+  project_status varchar(50) not null,
+  project_id varchar(50) not null,
+  project_name varchar(200) not null,
+  confidence_pct varchar(1) not null,
+  customer_name varchar(200) not null,
+  province varchar(50),
+  industry varchar(50),
+  pre_sales_id bigint,
+  pre_sales_name varchar(100) not null,
+  amount numeric(18, 2) not null,
+  order_date date
+) on commit preserve rows;
+
+insert into tmp_oms_opportunity_import (
+  row_no,
+  project_status,
+  project_id,
+  project_name,
+  confidence_pct,
+  customer_name,
+  province,
+  industry,
+  pre_sales_id,
+  pre_sales_name,
+  amount,
+  order_date
+) values
+  (2, '重点跟进', 'V001385', '贵州省公安厅云桌面增补项目', 'B', '贵州省公安厅', '贵州', '政府', 104, '陈畅', 71152, '2026-04-30'),
+  (3, '重点跟进', 'V001427', '低压电工上岗证鉴定中心设备采购项目', 'B', '东莞职业技术学院', '广东', '教育科研', 105, '杨钊', 80000, '2026-04-30'),
+  (4, '重点跟进', 'V001496', '江门市中心医院云终端设备的采购项目', 'B', '江门市中心医院', '广东', '医疗', 105, '杨钊', 500000, '2026-04-08'),
+  (5, '重点跟进', 'V001464', '兰州石化职业技术大学云桌面升级改造项目', 'B', '兰州石化职业技术大学', '甘肃', '教育科研', 128, '骆栋', 1600000, '2026-05-01'),
+  (6, '重点跟进', 'V001527', '池州职业技术学院云桌面', 'B', '池州职业技术学院', '安徽', '教育科研', 109, '韦东东', 2200000, null),
+  (7, '重点跟进', 'V001377', '马鞍山GA云桌面扩容', 'B', '马鞍山公安局', '安徽', '政府', 109, '韦东东', 100000, null),
+  (8, '重点跟进', 'V001454', '宁阳县职业中等专业学校云桌面续保（2026）', 'A', '宁阳县职业中等专业学校', '山东', '教育科研', 110, '魏光耀', 23850, '2026-05-01'),
+  (9, '重点跟进', 'V001434', '河北省电视台云桌面定制开发', 'C', '河北省电视台', '河北', '政府', 110, '魏光耀', 67200, '2026-04-01'),
+  (10, '重点跟进', 'V001474', '邯郸市邯山区阳光实验中学云桌面项目（2026）', 'A', '邯郸市邯山区阳光实验中学', '河北', '教育科研', 110, '魏光耀', 133000, '2026-04-01'),
+  (11, '重点跟进', 'V001446', '山东旅游职业学院云教室项目', 'C', '山东旅游职业学院', '山东', '教育科研', 110, '魏光耀', 529671, '2026-05-01'),
+  (12, '商机', 'V001253', '中国生物云桌面项目', 'B', '中国生物技术股份有限公司', '北京', '企业', 110, '魏光耀', 250000, '2026-10-01'),
+  (13, '商机', 'V001441', '中铁第五勘察设计院云桌面项目', 'B', '中铁第五勘察设计院集团有限公司', '北京', '企业', 110, '魏光耀', 92915, '2026-06-01'),
+  (14, '商机', 'V001365', '泰山玻璃纤维（太原）云桌面项目', 'B', '泰山玻璃纤维有限公司', '北京', '企业', 110, '魏光耀', 90276.5, '2026-04-03'),
+  (15, '商机', 'V001437', '北京生物国产化云桌面项目', 'C', '北京生物制品研究所有限责任公司', '北京', '企业', 110, '魏光耀', 91100, '2026-10-01'),
+  (16, '商机', 'V001445', '清华大学生命科学学院云桌面项目', 'B', '清华大学', '北京', '教育科研', 110, '魏光耀', 89032, '2026-06-01'),
+  (17, '重点跟进', 'V001521', '北京北重汽轮电机C3300终端扩容', 'A', '北京北重汽轮电机有限责任公司', '北京', '企业', 110, '魏光耀', 33600, '2026-04-30'),
+  (18, '重点跟进', 'V001507', '青岛物元半导体云桌面扩容（2026）', 'A', '物元半导体技术（青岛）有限公司', '山东', '企业', 110, '魏光耀', 217107, '2026-06-30'),
+  (19, '重点跟进', 'V001513', '东方物探云桌面扩容项目', 'A', '中国石油集团东方地球物理勘探有限责任公司', '北京', '电力能源', 110, '魏光耀', 69260.4, '2026-04-30'),
+  (20, '重点跟进', 'V001494', '天津国土资源和房屋职业学院云教室项目（终端增补）2026', 'A', '天津国土资源和房屋职业学院', '天津', '教育科研', 110, '魏光耀', 899000, '2026-06-30'),
+  (21, '重点跟进', 'V001530', '山东博源精密机械云桌面', 'B', '山东博源精密机械有限公司', '山东', '企业', 110, '魏光耀', 758400, '2026-06-30'),
+  (22, '重点跟进', 'V001153', '中建集团云桌面项目', 'A', '中国建筑集团有限公司', '北京', '企业', 110, '魏光耀', 1292280, '2026-06-30'),
+  (23, '重点跟进', 'V001166', '教育考试院云桌面项目', 'A', '教育部教育考试院', '北京', '教育科研', 110, '魏光耀', 84965, '2026-06-30'),
+  (24, '商机', 'V001313', '吉林移动云桌面扩容', 'A', '吉林移动', '吉林', '企业', 106, '杨坤融', 890000, '2026-06-12'),
+  (25, '重点跟进', 'V001399', '佳木斯大学云桌面项目', 'B', '佳木斯大学', '内蒙古', '教育科研', 105, '杨钊', 895210, '2026-05-15'),
+  (26, '商机', 'V001523', '雅江集团云桌面项目', 'C', '中国雅江集团有限公司', '四川', '企业', 105, '杨钊', 5000000, '2026-04-30'),
+  (27, '商机', 'V001515', '福建闽侯公安', 'B', '闽侯公安局', '福建', '政府', 130, '张锦杰', 150000, '2026-04-30'),
+  (28, '商机', 'V001435', '东亚银行Citrix桌面云国产化项目', 'B', '上海东亚银行', '上海', '金融', 130, '张锦杰', 300000, '2026-06-01'),
+  (29, '商机', 'V001522', '上海泽丰半导体云桌面项目', 'C', '上海泽丰半导体', '上海', '企业', 130, '张锦杰', 800000, '2026-06-01'),
+  (30, '商机', 'V001416', '海南移动自研1500点桌面云', 'C', '海南省移动', '海南', '企业', 130, '张锦杰', 4500000, '2026-06-30'),
+  (31, '重点跟进', 'V000001', '江西省余江区总医院人民医院项目', 'A', '江西省余江区总医院人民医院', '江西', '医疗', 130, '张锦杰', 11000, '2026-04-02'),
+  (32, '重点跟进', 'V001281', '厦门翔安机场口岸通关港口', 'C', '厦门翔安机场', '福建', '企业', 130, '张锦杰', 310000, null),
+  (33, '重点跟进', 'V001299', '抚州公安300点VDI利旧', 'A', '抚州市公安局', '江西', '政府', 130, '张锦杰', 300000, '2026-04-30'),
+  (34, '重点跟进', 'V001493', '江西新建区人民医院-二期扩容', 'B', '江西新建区人民医院', '江西', '医疗', 130, '张锦杰', 422830, '2026-05-15');
+
+create temp table tmp_oms_default_owner (
+  owner_user_id bigint not null,
+  owner_source text not null
+) on commit preserve rows;
+
+create temp table tmp_oms_area_map (
+  raw_area varchar(50) not null primary key,
+  normalized_area varchar(50) not null
+) on commit preserve rows;
+
+create temp table tmp_oms_stage_codes (
+  initial_stage varchar(50) not null,
+  follow_stage varchar(50) not null
+) on commit preserve rows;
+
+create temp table tmp_oms_dict_values (
+  opportunity_type varchar(50) not null
+) on commit preserve rows;
+
+insert into tmp_oms_stage_codes (initial_stage, follow_stage)
+values ('initial_contact', 'business_negotiation');
+
+insert into tmp_oms_dict_values (opportunity_type)
+values ('新建');
+
+insert into tmp_oms_area_map (raw_area, normalized_area)
+select distinct
+  province as raw_area,
+  case province
+    when '北京' then '北京市'
+    when '上海' then '上海市'
+    when '天津' then '天津市'
+    when '重庆' then '重庆市'
+    when '内蒙古' then '内蒙古自治区'
+    when '广西' then '广西壮族自治区'
+    when '西藏' then '西藏自治区'
+    when '宁夏' then '宁夏回族自治区'
+    when '新疆' then '新疆维吾尔自治区'
+    when '香港' then '香港特别行政区'
+    when '澳门' then '澳门特别行政区'
+    when '河北' then '河北省'
+    when '山西' then '山西省'
+    when '辽宁' then '辽宁省'
+    when '吉林' then '吉林省'
+    when '黑龙江' then '黑龙江省'
+    when '江苏' then '江苏省'
+    when '浙江' then '浙江省'
+    when '安徽' then '安徽省'
+    when '福建' then '福建省'
+    when '江西' then '江西省'
+    when '山东' then '山东省'
+    when '河南' then '河南省'
+    when '湖北' then '湖北省'
+    when '湖南' then '湖南省'
+    when '广东' then '广东省'
+    when '海南' then '海南省'
+    when '四川' then '四川省'
+    when '贵州' then '贵州省'
+    when '云南' then '云南省'
+    when '陕西' then '陕西省'
+    when '甘肃' then '甘肃省'
+    when '青海' then '青海省'
+    when '台湾' then '台湾省'
+    else province
+  end as normalized_area
+from tmp_oms_opportunity_import
+where province is not null
+  and btrim(province) <> '';
+
+do $$
+declare
+  uid_column text;
+  username_filter text := '';
+  status_filter text := '';
+  deleted_filter text := '';
+  default_owner_sql text;
+  invalid_confidence text;
+  duplicate_project_ids text;
+begin
+  select string_agg(format('第%s行:%s', row_no, confidence_pct), ', ' order by row_no)
+    into invalid_confidence
+  from tmp_oms_opportunity_import
+  where confidence_pct not in ('A', 'B', 'C');
+
+  if invalid_confidence is not null then
+    raise exception 'OMS存量商机导入失败：把握度仅支持 A/B/C，异常数据：%', invalid_confidence;
+  end if;
+
+  select string_agg(project_id, ', ' order by project_id)
+    into duplicate_project_ids
+  from (
+    select project_id
+    from tmp_oms_opportunity_import
+    group by project_id
+    having count(*) > 1
+  ) duplicated;
+
+  if duplicate_project_ids is not null then
+    raise exception 'OMS存量商机导入失败：项目ID重复，无法按 opportunity_code 幂等导入：%', duplicate_project_ids;
+  end if;
+
+  if to_regclass('public.sys_user') is null then
+    raise exception 'OMS存量商机导入失败：sys_user 表不存在，无法确定商机默认负责人 owner_user_id';
+  end if;
+
+  select case
+      when exists (
+        select 1
+        from information_schema.columns
+        where table_schema = 'public'
+          and table_name = 'sys_user'
+          and column_name = 'user_id'
+      ) then 'user_id'
+      when exists (
+        select 1
+        from information_schema.columns
+        where table_schema = 'public'
+          and table_name = 'sys_user'
+          and column_name = 'id'
+      ) then 'id'
+      else null
+    end
+    into uid_column;
+
+  if uid_column is null then
+    raise exception 'OMS存量商机导入失败：sys_user 缺少 user_id/id 字段，无法写入 owner_user_id';
+  end if;
+
+  if exists (
+    select 1
+    from information_schema.columns
+    where table_schema = 'public'
+      and table_name = 'sys_user'
+      and column_name = 'status'
+  ) then
+    status_filter := ' and coalesce(u.status, 1) = 1';
+  end if;
+
+  if exists (
+    select 1
+    from information_schema.columns
+    where table_schema = 'public'
+      and table_name = 'sys_user'
+      and column_name = 'is_deleted'
+  ) then
+    deleted_filter := ' and coalesce(u.is_deleted, 0) = 0';
+  end if;
+
+  if exists (
+    select 1
+    from information_schema.columns
+    where table_schema = 'public'
+      and table_name = 'sys_user'
+      and column_name = 'username'
+  ) then
+    username_filter := 'case when btrim(coalesce(u.username::text, '''')) = ''admin'' then 0 else 1 end,';
+  end if;
+
+  default_owner_sql := format(
+    'insert into tmp_oms_default_owner (owner_user_id, owner_source)
+     select u.%1$I::bigint, ''default sys_user for OMS import''
+     from public.sys_user u
+     where u.%1$I is not null%2$s%3$s
+     order by %4$s u.%1$I asc
+     limit 1',
+    uid_column,
+    status_filter,
+    deleted_filter,
+    username_filter
+  );
+
+  execute default_owner_sql;
+
+  if not exists (select 1 from tmp_oms_default_owner) then
+    raise exception 'OMS存量商机导入失败：未找到可用的默认商机负责人，请先确认 sys_user 中存在启用用户';
+  end if;
+end $$;
+
+do $$
+begin
+  if to_regclass('public.sys_dict_item') is not null then
+    execute $sql$
+      update tmp_oms_stage_codes
+      set initial_stage = coalesce((
+            select s.item_value
+            from public.sys_dict_item s
+            where s.type_code = 'sj_xmjd'
+              and s.item_value = 'S0'
+              and coalesce(s.status, 1) = 1
+              and coalesce(s.is_deleted, 0) = 0
+            limit 1
+          ), initial_stage),
+          follow_stage = coalesce((
+            select s.item_value
+            from public.sys_dict_item s
+            where s.type_code = 'sj_xmjd'
+              and s.item_value = 'S4A'
+              and coalesce(s.status, 1) = 1
+              and coalesce(s.is_deleted, 0) = 0
+            limit 1
+          ), follow_stage)
+    $sql$;
+
+    execute $sql$
+      update tmp_oms_dict_values
+      set opportunity_type = coalesce((
+            select s.item_value
+            from public.sys_dict_item s
+            where s.type_code = 'sj_jslx'
+              and s.item_label = '新建'
+              and coalesce(s.status, 1) = 1
+              and coalesce(s.is_deleted, 0) = 0
+            order by s.sort_order asc nulls last
+            limit 1
+          ), opportunity_type)
+    $sql$;
+  end if;
+
+  if to_regclass('public.cnarea') is not null then
+    execute $sql$
+      update tmp_oms_area_map m
+      set normalized_area = coalesce((
+        select c.name
+        from public.cnarea c
+        where c.level = 1
+          and (
+            c.name = m.raw_area
+            or c.short_name = m.raw_area
+            or replace(c.name, '省', '') = m.raw_area
+            or replace(replace(replace(replace(replace(c.name, '市', ''), '自治区', ''), '壮族', ''), '回族', ''), '维吾尔', '') = m.raw_area
+          )
+        order by c.area_code asc, c.id asc
+        limit 1
+      ), m.normalized_area)
+    $sql$;
+  end if;
+end $$;
+
+with customer_source as (
+  select distinct on (t.customer_name, d.owner_user_id)
+    'OMS-CUS-' || substr(md5(btrim(t.customer_name) || ':' || d.owner_user_id::text), 1, 16) as customer_code,
+    t.customer_name,
+    t.industry,
+    coalesce(am.normalized_area, t.province) as province,
+    d.owner_user_id
+  from tmp_oms_opportunity_import t
+  left join tmp_oms_area_map am on am.raw_area = t.province
+  cross join tmp_oms_default_owner d
+  order by t.customer_name, d.owner_user_id, t.row_no
+)
+insert into crm_customer (
+  customer_code,
+  customer_name,
+  customer_type,
+  industry,
+  province,
+  owner_user_id,
+  source,
+  status,
+  remark,
+  created_at,
+  updated_at
+)
+select
+  cs.customer_code,
+  cs.customer_name,
+  null,
+  cs.industry,
+  cs.province,
+  cs.owner_user_id,
+  'OMS存量导入',
+  'following',
+  '来自 OMS 存量项目空间（研发转录CRM）0423',
+  now(),
+  now()
+from customer_source cs
+where not exists (
+  select 1
+  from crm_customer c
+  where btrim(c.customer_name) = btrim(cs.customer_name)
+    and (c.owner_user_id = cs.owner_user_id or c.owner_user_id is null)
+)
+on conflict (customer_code) do update
+set customer_name = excluded.customer_name,
+    industry = coalesce(nullif(crm_customer.industry, ''), excluded.industry),
+    province = coalesce(nullif(crm_customer.province, ''), excluded.province),
+    owner_user_id = coalesce(crm_customer.owner_user_id, excluded.owner_user_id),
+    source = coalesce(nullif(crm_customer.source, ''), excluded.source),
+    updated_at = now();
+
+insert into crm_opportunity (
+  opportunity_code,
+  opportunity_name,
+  customer_id,
+  owner_user_id,
+  project_location,
+  operator_name,
+  amount,
+  expected_close_date,
+  confidence_pct,
+  stage,
+  opportunity_type,
+  product_type,
+  source,
+  sales_expansion_id,
+  channel_expansion_id,
+  pre_sales_id,
+  pre_sales_name,
+  competitor_name,
+  archived,
+  archived_at,
+  pushed_to_oms,
+  oms_push_time,
+  description,
+  status,
+  created_at,
+  updated_at
+)
+select
+  t.project_id,
+  t.project_name,
+  customer_match.id,
+  d.owner_user_id,
+  coalesce(am.normalized_area, t.province),
+  null,
+  t.amount,
+  t.order_date,
+  t.confidence_pct,
+  case
+    when t.project_status = '已下单' then 'won'
+    when t.project_status = '重点跟进' then sc.follow_stage
+    else sc.initial_stage
+  end,
+  dv.opportunity_type,
+  'VDI云桌面',
+  'OMS存量导入',
+  null,
+  null,
+  t.pre_sales_id,
+  t.pre_sales_name,
+  null,
+  t.project_status = '已下单',
+  case when t.project_status = '已下单' then coalesce(t.order_date::timestamptz, now()) else null end,
+  true,
+  now(),
+  concat_ws(E'\n',
+    'OMS存量项目空间（研发转录CRM）0423导入',
+    '原项目状态：' || t.project_status,
+    '原项目ID：' || t.project_id
+  ),
+  case when t.project_status = '已下单' then 'won' else 'active' end,
+  now(),
+  now()
+from tmp_oms_opportunity_import t
+left join tmp_oms_area_map am on am.raw_area = t.province
+cross join tmp_oms_default_owner d
+cross join tmp_oms_stage_codes sc
+cross join tmp_oms_dict_values dv
+join lateral (
+  select c.id
+  from crm_customer c
+  where c.customer_code = 'OMS-CUS-' || substr(md5(btrim(t.customer_name) || ':' || d.owner_user_id::text), 1, 16)
+     or (
+       btrim(c.customer_name) = btrim(t.customer_name)
+       and (c.owner_user_id = d.owner_user_id or c.owner_user_id is null)
+     )
+  order by
+    case
+      when c.customer_code = 'OMS-CUS-' || substr(md5(btrim(t.customer_name) || ':' || d.owner_user_id::text), 1, 16) then 0
+      when c.owner_user_id = d.owner_user_id then 1
+      else 2
+    end,
+    c.id
+  limit 1
+) customer_match on true
+on conflict (opportunity_code) do update
+set opportunity_name = excluded.opportunity_name,
+    customer_id = excluded.customer_id,
+    owner_user_id = excluded.owner_user_id,
+    project_location = excluded.project_location,
+    amount = excluded.amount,
+    expected_close_date = excluded.expected_close_date,
+    confidence_pct = excluded.confidence_pct,
+    stage = excluded.stage,
+    opportunity_type = excluded.opportunity_type,
+    product_type = excluded.product_type,
+    source = excluded.source,
+    pre_sales_id = excluded.pre_sales_id,
+    pre_sales_name = excluded.pre_sales_name,
+    archived = excluded.archived,
+    archived_at = excluded.archived_at,
+    pushed_to_oms = excluded.pushed_to_oms,
+    oms_push_time = coalesce(crm_opportunity.oms_push_time, excluded.oms_push_time),
+    description = excluded.description,
+    status = excluded.status,
+    updated_at = now();
+
+select
+  count(*) as imported_rows,
+  count(*) filter (where project_status = '已下单') as won_rows,
+  count(*) filter (where project_status <> '已下单') as active_rows,
+  sum(amount) as total_amount
+from tmp_oms_opportunity_import;
+
+select
+  owner_user_id as default_owner_user_id,
+  owner_source
+from tmp_oms_default_owner;