diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/operatelog/CrmOperateLogController.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/operatelog/CrmOperateLogController.java
index 0894b43df..2290d7307 100644
--- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/operatelog/CrmOperateLogController.java
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/operatelog/CrmOperateLogController.java
@@ -3,6 +3,7 @@ package cn.iocoder.yudao.module.crm.controller.admin.operatelog;
 import cn.iocoder.yudao.framework.common.pojo.CommonResult;
 import cn.iocoder.yudao.framework.common.pojo.PageResult;
 import cn.iocoder.yudao.module.crm.controller.admin.operatelog.vo.CrmOperateLogPageReqVO;
+import cn.iocoder.yudao.module.crm.enums.LogRecordConstants;
 import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
 import cn.iocoder.yudao.module.system.api.logger.OperateLogApi;
 import cn.iocoder.yudao.module.system.api.logger.dto.OperateLogV2PageReqDTO;
@@ -25,7 +26,7 @@ import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
 import static cn.iocoder.yudao.framework.common.pojo.PageParam.PAGE_SIZE_NONE;
 import static cn.iocoder.yudao.module.crm.enums.LogRecordConstants.*;
 
-@Tag(name = "管理后台 - 操作日志")
+@Tag(name = "管理后台 - CRM 操作日志")
 @RestController
 @RequestMapping("/crm/operate-log")
 @Validated
@@ -34,6 +35,9 @@ public class CrmOperateLogController {
     @Resource
     private OperateLogApi operateLogApi;
 
+    /**
+     * {@link CrmBizTypeEnum} 与 {@link LogRecordConstants} 的映射关系
+     */
     private static final Map<Integer, String> BIZ_TYPE_MAP = new HashMap<>();
 
     static {
@@ -47,6 +51,7 @@ public class CrmOperateLogController {
         BIZ_TYPE_MAP.put(CrmBizTypeEnum.CRM_RECEIVABLE_PLAN.getType(), CRM_RECEIVABLE_PLAN_TYPE);
     }
 
+    // TODO @puhui999：还是搞个 VO 出来哈
     @GetMapping("/page")
     @Operation(summary = "获得操作日志")
     @Parameter(name = "id", description = "客户编号", required = true)
@@ -54,8 +59,7 @@ public class CrmOperateLogController {
     public CommonResult<PageResult<OperateLogV2RespDTO>> getCustomerOperateLog(@Valid CrmOperateLogPageReqVO pageReqVO) {
         OperateLogV2PageReqDTO reqDTO = new OperateLogV2PageReqDTO();
         reqDTO.setPageSize(PAGE_SIZE_NONE); // 默认不分页，需要分页需注释
-        reqDTO.setBizType(BIZ_TYPE_MAP.get(pageReqVO.getBizType()));
-        reqDTO.setBizId(pageReqVO.getBizId());
+        reqDTO.setBizType(BIZ_TYPE_MAP.get(pageReqVO.getBizType())).setBizId(pageReqVO.getBizId());
         return success(operateLogApi.getOperateLogPage(reqDTO));
     }
 
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/operatelog/vo/CrmOperateLogPageReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/operatelog/vo/CrmOperateLogPageReqVO.java
index 9f54247bf..f49ccb38b 100644
--- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/operatelog/vo/CrmOperateLogPageReqVO.java
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/operatelog/vo/CrmOperateLogPageReqVO.java
@@ -9,7 +9,7 @@ import lombok.Data;
 import lombok.EqualsAndHashCode;
 import lombok.ToString;
 
-@Schema(description = "管理后台 - 跟进记录分页 Request VO")
+@Schema(description = "管理后台 - CRM 操作日志 Request VO")
 @Data
 @EqualsAndHashCode(callSuper = true)
 @ToString(callSuper = true)
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/convert/permission/CrmPermissionConvert.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/convert/permission/CrmPermissionConvert.java
index 61145f688..d6c36f176 100644
--- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/convert/permission/CrmPermissionConvert.java
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/convert/permission/CrmPermissionConvert.java
@@ -29,6 +29,7 @@ public interface CrmPermissionConvert {
 
     CrmPermissionConvert INSTANCE = Mappers.getMapper(CrmPermissionConvert.class);
 
+    // TODO @puhui999：这个要不也搞到 copy 里
     List<CrmPermissionRespVO> convert(List<CrmPermissionDO> permission);
 
     default List<CrmPermissionRespVO> convert(List<CrmPermissionDO> permission, List<AdminUserRespDTO> userList,
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/followup/CrmFollowUpRecordMapper.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/followup/CrmFollowUpRecordMapper.java
index 59d800c22..45e2b412e 100644
--- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/followup/CrmFollowUpRecordMapper.java
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/followup/CrmFollowUpRecordMapper.java
@@ -26,12 +26,14 @@ public interface CrmFollowUpRecordMapper extends BaseMapperX<CrmFollowUpRecordDO
     }
 
     default void deleteByBiz(Integer bizType, Long bizId) {
-        delete(new LambdaQueryWrapperX<CrmFollowUpRecordDO>().eq(CrmFollowUpRecordDO::getBizType, bizType)
+        delete(new LambdaQueryWrapperX<CrmFollowUpRecordDO>()
+                .eq(CrmFollowUpRecordDO::getBizType, bizType)
                 .eq(CrmFollowUpRecordDO::getBizId, bizId));
     }
 
     default List<CrmFollowUpRecordDO> selectListByBiz(Integer bizType, Collection<Long> bizIds) {
-        return selectList(new LambdaQueryWrapperX<CrmFollowUpRecordDO>().eq(CrmFollowUpRecordDO::getBizType, bizType)
+        return selectList(new LambdaQueryWrapperX<CrmFollowUpRecordDO>()
+                .eq(CrmFollowUpRecordDO::getBizType, bizType)
                 .in(CrmFollowUpRecordDO::getBizId, bizIds));
     }
 
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/clue/CrmClueServiceImpl.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/clue/CrmClueServiceImpl.java
index da721ef5a..304b150fe 100644
--- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/clue/CrmClueServiceImpl.java
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/clue/CrmClueServiceImpl.java
@@ -73,17 +73,17 @@ public class CrmClueServiceImpl implements CrmClueService {
     @LogRecord(type = CRM_LEADS_TYPE, subType = CRM_LEADS_CREATE_SUB_TYPE, bizNo = "{{#clue.id}}",
             success = CRM_LEADS_CREATE_SUCCESS)
     public Long createClue(CrmClueSaveReqVO createReqVO, Long userId) {
-        // 1. 校验关联数据
+        // 1.1 校验关联数据
         validateRelationDataExists(createReqVO);
+        // 1.2 校验负责人是否存在
+        if (createReqVO.getOwnerUserId() != null) {
+            adminUserApi.validateUserList(singletonList(createReqVO.getOwnerUserId()));
+        } else {
+            createReqVO.setOwnerUserId(userId); // 如果没有设置负责人那么默认操作人为负责人
+        }
 
         // 2. 插入
         CrmClueDO clue = BeanUtils.toBean(createReqVO, CrmClueDO.class).setId(null);
-        if (ObjUtil.isNull(createReqVO.getOwnerUserId())) {
-            clue.setOwnerUserId(userId); // 如果没有设置负责人那么默认操作人为负责人
-        } else {
-            // 校验负责人是否存在
-            adminUserApi.validateUserList(singletonList(createReqVO.getOwnerUserId()));
-        }
         clueMapper.insert(clue);
 
         // 3. 创建数据权限
@@ -193,10 +193,13 @@ public class CrmClueServiceImpl implements CrmClueService {
         }
 
         // 2. 遍历线索(未转化的线索)，创建对应的客户
+        // TODO @puhui999：这里不用过滤了；
         List<CrmClueDO> translateClues = filterList(clues, clue -> ObjUtil.equal(Boolean.FALSE, clue.getTransformStatus()));
         List<CrmCustomerDO> customers = customerService.createCustomerBatch(convertList(translateClues, clue ->
                 BeanUtils.toBean(clue, CrmCustomerCreateReqBO.class)), userId);
 
+        // TODO @puhui999：这里不用搞一个 clueCustomerIdMap 出来；可以考虑逐个创建，然后把 customerId 设置回 CrmClueDO；避免 name 匹配，极端会有问题哈；
+        // TODO 是不是就直接 foreach 处理好了；因为本身量不大，for 处理性能 ok，可阅读性好
         Map<Long, Long> clueCustomerIdMap = new HashMap<>(translateClues.size());
         // 2.1 更新线索
         clueMapper.updateBatch(convertList(customers, customer -> {
@@ -209,6 +212,7 @@ public class CrmClueServiceImpl implements CrmClueService {
 
         // 3. 记录操作日志
         for (CrmClueDO clue : translateClues) {
+            // TODO @puhui999：这里优化下，translate 操作日志
             getSelf().receiveClueLog(clue);
         }
     }
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/followup/CrmFollowUpRecordServiceImpl.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/followup/CrmFollowUpRecordServiceImpl.java
index fc573643d..e63631e4a 100644
--- a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/followup/CrmFollowUpRecordServiceImpl.java
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/followup/CrmFollowUpRecordServiceImpl.java
@@ -120,11 +120,12 @@ public class CrmFollowUpRecordServiceImpl implements CrmFollowUpRecordService {
         // 校验存在
         CrmFollowUpRecordDO followUpRecord = validateFollowUpRecordExists(id);
         // 校验权限
+        // TODO @puhui999：是不是封装一个 hasPermission，更简介一点；
         List<CrmPermissionDO> permissionList = permissionService.getPermissionListByBiz(
                 followUpRecord.getBizType(), followUpRecord.getBizId());
-        boolean condition = anyMatch(permissionList, permission ->
+        boolean hasPermission = anyMatch(permissionList, permission ->
                 ObjUtil.equal(permission.getUserId(), userId) && ObjUtil.equal(permission.getLevel(), CrmPermissionLevelEnum.OWNER.getLevel()));
-        if (!condition) {
+        if (!hasPermission) {
             throw exception(FOLLOW_UP_RECORD_DELETE_DENIED);
         }
 
@@ -134,7 +135,6 @@ public class CrmFollowUpRecordServiceImpl implements CrmFollowUpRecordService {
 
     @Override
     public void deleteFollowUpRecordByBiz(Integer bizType, Long bizId) {
-        // 删除
         crmFollowUpRecordMapper.deleteByBiz(bizType, bizId);
     }