!870 feat: CRM/backlog 提醒数量

Merge pull request !870 from dhb52/develop

!870 feat: CRM/backlog 提醒数量
Merge pull request !870 from dhb52/develop
芋道源码 · Gitee
2 parents 4bf4432f 1ba2b7b6
Showing 26 changed files with 384 additions and 198 deletions
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/backlog/CrmBacklogController.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/backlog/vo/CrmTodayCustomerPageReqVO.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/CrmClueController.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmCluePageReqVO.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/CrmContractController.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/CrmCustomerController.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerPageReqVO.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/CrmReceivableController.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/CrmReceivablePlanController.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/clue/CrmClueMapper.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/contract/CrmContractMapper.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/customer/CrmCustomerMapper.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/receivable/CrmReceivableMapper.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/receivable/CrmReceivablePlanMapper.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/clue/CrmClueService.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/clue/CrmClueServiceImpl.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contract/CrmContractService.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contract/CrmContractServiceImpl.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/customer/CrmCustomerService.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/customer/CrmCustomerServiceImpl.java
-package cn.iocoder.yudao.module.crm.controller.admin.backlog;
-
-import cn.iocoder.yudao.framework.common.pojo.CommonResult;
-import cn.iocoder.yudao.framework.common.pojo.PageResult;
-import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
-import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerRespVO;
-import cn.iocoder.yudao.module.crm.controller.admin.backlog.vo.CrmTodayCustomerPageReqVO;
-import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
-import cn.iocoder.yudao.module.crm.service.message.CrmBacklogService;
-import io.swagger.v3.oas.annotations.Operation;
-import io.swagger.v3.oas.annotations.tags.Tag;
-import jakarta.annotation.Resource;
-import jakarta.validation.Valid;
-import org.springframework.security.access.prepost.PreAuthorize;
-import org.springframework.validation.annotation.Validated;
-import org.springframework.web.bind.annotation.GetMapping;
-import org.springframework.web.bind.annotation.RequestMapping;
-import org.springframework.web.bind.annotation.RestController;
-
-import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
-import static cn.iocoder.yudao.framework.security.core.util.SecurityFrameworkUtils.getLoginUserId;
-
-@Tag(name = "管理后台 - CRM待办消息")
-@RestController
-@RequestMapping("/crm/backlog")
-@Validated
-public class CrmBacklogController {
-
-    @Resource
-    private CrmBacklogService crmMessageService;
-
-    // TODO 芋艿：未来可能合并到 CrmCustomerController
-    @GetMapping("/today-customer-page")
-    @Operation(summary = "今日需联系客户")
-    @PreAuthorize("@ss.hasPermission('crm:customer:query')")
-    public CommonResult<PageResult<CrmCustomerRespVO>> getTodayCustomerPage(@Valid CrmTodayCustomerPageReqVO pageReqVO) {
-        PageResult<CrmCustomerDO> pageResult = crmMessageService.getTodayCustomerPage(pageReqVO, getLoginUserId());
-        return success(BeanUtils.toBean(pageResult, CrmCustomerRespVO.class));
-    }
-
-}
 \ No newline at end of file
-package cn.iocoder.yudao.module.crm.controller.admin.backlog.vo;
-
-import cn.iocoder.yudao.framework.common.pojo.PageParam;
-import cn.iocoder.yudao.framework.common.validation.InEnum;
-import cn.iocoder.yudao.module.crm.enums.common.CrmSceneTypeEnum;
-import io.swagger.v3.oas.annotations.media.Schema;
-import lombok.Data;
-import lombok.EqualsAndHashCode;
-import lombok.ToString;
-
-@Schema(description = "管理后台 - 今日需联系客户 Request VO")
-@Data
-@EqualsAndHashCode(callSuper = true)
-@ToString(callSuper = true)
-public class CrmTodayCustomerPageReqVO extends PageParam {
-
-    /**
-     * 联系状态 - 今日需联系
-     */
-    public static final int CONTACT_TODAY = 1;
-    /**
-     * 联系状态 - 已逾期
-     */
-    public static final int CONTACT_EXPIRED = 2;
-    /**
-     * 联系状态 - 已联系
-     */
-    public static final int CONTACT_ALREADY = 3;
-
-    @Schema(description = "联系状态", example = "1")
-    private Integer contactStatus;
-
-    @Schema(description = "场景类型", example = "1")
-    @InEnum(CrmSceneTypeEnum.class)
-    private Integer sceneType;
-
-}
 \ No newline at end of file
@@ -104,4 +104,11 @@ public class CrmClueController {
         return success(Boolean.TRUE);
     }
+    @GetMapping("/follow-leads-count")
+    @Operation(summary = "获得分配给我的线索数量")
+    @PreAuthorize("@ss.hasPermission('crm:clue:query')")
+    public CommonResult<Long> getFollowLeadsCount() {
+        return success(clueService.getFollowLeadsCount(getLoginUserId()));
+    }
+
 }
@@ -39,4 +39,7 @@ public class CrmCluePageReqVO extends PageParam {
     @Schema(description = "客户来源", example = "1")
     private Integer source;
+    @Schema(description = "跟进状态", example = "true")
+    private Boolean followUpStatus;
+
 }
@@ -184,4 +184,19 @@ public class CrmContractController {
         return CrmContractConvert.INSTANCE.convertList(contractList, userMap, customerList, contactMap, businessMap, contractProductMap, productList);
     }
+    @GetMapping("/check-contract-count")
+    @Operation(summary = "获得待审核合同数量")
+    @PreAuthorize("@ss.hasPermission('crm:contract:query')")
+    public CommonResult<Long> getCheckContractCount() {
+        return success(contractService.getCheckContractCount(getLoginUserId()));
+    }
+
+
+    @GetMapping("/end-contract-count")
+    @Operation(summary = "获得即将到期的合同数量")
+    @PreAuthorize("@ss.hasPermission('crm:contract:query')")
+    public CommonResult<Long> getEndContractCount() {
+        return success(contractService.getEndContractCount(getLoginUserId()));
+    }
+
 }
@@ -13,6 +13,7 @@ import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.*;
 import cn.iocoder.yudao.module.crm.convert.customer.CrmCustomerConvert;
 import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerPoolConfigDO;
+import cn.iocoder.yudao.module.crm.enums.common.CrmSceneTypeEnum;
 import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerPoolConfigService;
 import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerService;
 import cn.iocoder.yudao.module.system.api.dept.DeptApi;
@@ -128,8 +129,7 @@ public class CrmCustomerController {
         CrmCustomerPoolConfigDO poolConfigDO = customerPoolConfigService.getCustomerPoolConfig();
         if (ObjUtil.isNull(poolConfigDO)
                 || Boolean.FALSE.equals(poolConfigDO.getEnabled())
-                || Boolean.FALSE.equals(poolConfigDO.getNotifyEnabled())
-        ) { // TODO @dbh52：这个括号，一般不换行，在 java 这里；
+                || Boolean.FALSE.equals(poolConfigDO.getNotifyEnabled())) {
             throw exception(CUSTOMER_POOL_CONFIG_NOT_EXISTS_OR_DISABLED);
         }
@@ -148,6 +148,41 @@ public class CrmCustomerController {
         return success(CrmCustomerConvert.INSTANCE.convertPage(pageResult, userMap, deptMap, poolDayMap));
     }
+    @GetMapping("/put-in-pool-remind-count")
+    @Operation(summary = "获得待进入公海客户数量")
+    @PreAuthorize("@ss.hasPermission('crm:customer:query')")
+    public CommonResult<Long> getPutInPoolRemindCustomerCount() {
+        // 获取公海配置 TODO @dbh52：合并到 getPutInPoolRemindCustomerPage 会更合适哈；
+        CrmCustomerPoolConfigDO poolConfigDO = customerPoolConfigService.getCustomerPoolConfig();
+        if (ObjUtil.isNull(poolConfigDO)
+                || Boolean.FALSE.equals(poolConfigDO.getEnabled())
+                || Boolean.FALSE.equals(poolConfigDO.getNotifyEnabled())) {
+            throw exception(CUSTOMER_POOL_CONFIG_NOT_EXISTS_OR_DISABLED);
+        }
+
+        CrmCustomerPageReqVO pageVO = new CrmCustomerPageReqVO();
+        pageVO.setPool(null);
+        pageVO.setContactStatus(CrmCustomerPageReqVO.CONTACT_TODAY);
+        pageVO.setSceneType(CrmSceneTypeEnum.OWNER.getType());
+
+        return success(customerService.getPutInPoolRemindCustomerCount(pageVO, poolConfigDO, getLoginUserId()));
+    }
+
+    @GetMapping("/today-customer-count")
+    @Operation(summary = "获得今日需联系客户数量")
+    @PreAuthorize("@ss.hasPermission('crm:customer:query')")
+    public CommonResult<Long> getTodayCustomerCount() {
+        return success(customerService.getTodayCustomerCount(getLoginUserId()));
+    }
+
+    @GetMapping("/follow-customer-count")
+    @Operation(summary = "获得分配给我的客户数量")
+    @PreAuthorize("@ss.hasPermission('crm:customer:query')")
+    public CommonResult<Long> getFollowCustomerCount() {
+        return success(customerService.getFollowCustomerCount(getLoginUserId()));
+    }
+
+
     /**
      * 获取距离进入公海的时间
      *
@@ -14,6 +14,19 @@ import lombok.ToString;
 @ToString(callSuper = true)
 public class CrmCustomerPageReqVO extends PageParam {
+    /**
+     * 联系状态 - 今日需联系
+     */
+    public static final int CONTACT_TODAY = 1;
+    /**
+     * 联系状态 - 已逾期
+     */
+    public static final int CONTACT_EXPIRED = 2;
+    /**
+     * 联系状态 - 已联系
+     */
+    public static final int CONTACT_ALREADY = 3;
+
     @Schema(description = "客户名称", example = "赵六")
     private String name;
@@ -36,4 +49,13 @@ public class CrmCustomerPageReqVO extends PageParam {
     @Schema(description = "是否为公海数据", requiredMode = Schema.RequiredMode.REQUIRED, example = "false")
     private Boolean pool; // null 则表示为不是公海数据
+    @Schema(description = "联系状态", example = "1")
+    private Integer contactStatus; // backlog查询条件, null 则表示为不做查询
+
+    @Schema(description = "跟进状态", example = "true")
+    private Boolean followUpStatus; // backlog查询条件, null 则表示为不做查询
+
+    @Schema(description = "跟进状态", example = "true")
+    private Boolean followUpStatus;
+
 }
@@ -144,4 +144,12 @@ public class CrmReceivableController {
         return CrmReceivableConvert.INSTANCE.convertPage(pageResult, userMap, customerList, contractList);
     }
+
+    @GetMapping("/check-receivables-count")
+    @Operation(summary = "获得待审核回款数量")
+    @PreAuthorize("@ss.hasPermission('crm:receivable:query')")
+    public CommonResult<Long> getCheckReceivablesCount() {
+        return success(receivableService.getCheckReceivablesCount(getLoginUserId()));
+    }
+
 }
@@ -153,4 +153,12 @@ public class CrmReceivablePlanController {
         return CrmReceivablePlanConvert.INSTANCE.convertPage(pageResult, userMap, customerList, contractList, receivableList);
     }
+
+    @GetMapping("/remind-receivable-plan-count")
+    @Operation(summary = "获得待回款提醒数量")
+    @PreAuthorize("@ss.hasPermission('crm:receivable-plan:query')")
+    public CommonResult<Long> getRemindReceivablesCount() {
+        return success(receivablePlanService.getRemindReceivablePlanCount(getLoginUserId()));
+    }
+
 }
@@ -6,6 +6,7 @@ import cn.iocoder.yudao.framework.mybatis.core.query.MPJLambdaWrapperX;
 import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmCluePageReqVO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.clue.CrmClueDO;
 import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
+import cn.iocoder.yudao.module.crm.enums.common.CrmSceneTypeEnum;
 import cn.iocoder.yudao.module.crm.util.CrmQueryWrapperUtils;
 import com.baomidou.mybatisplus.core.conditions.update.LambdaUpdateWrapper;
 import org.apache.ibatis.annotations.Mapper;
@@ -40,6 +41,7 @@ public interface CrmClueMapper extends BaseMapperX&lt;CrmClueDO&gt; {
                 .eqIfPresent(CrmClueDO::getIndustryId, pageReqVO.getIndustryId())
                 .eqIfPresent(CrmClueDO::getLevel, pageReqVO.getLevel())
                 .eqIfPresent(CrmClueDO::getSource, pageReqVO.getSource())
+                .eqIfPresent(CrmClueDO::getFollowUpStatus, pageReqVO.getFollowUpStatus())
                 .orderByDesc(CrmClueDO::getId);
         return selectJoinPage(pageReqVO, CrmClueDO.class, query);
     }
@@ -53,4 +55,17 @@ public interface CrmClueMapper extends BaseMapperX&lt;CrmClueDO&gt; {
         return selectJoinList(CrmClueDO.class, query);
     }
+    default Long getFollowLeadsCount(Long userId) {
+        MPJLambdaWrapperX<CrmClueDO> query = new MPJLambdaWrapperX<>();
+
+        // 我负责的, 非公海
+        CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_LEADS.getType(),
+                CrmClueDO::getId, userId, CrmSceneTypeEnum.OWNER.getType(), Boolean.FALSE);
+
+        // 未跟进, 未转化
+        query.ne(CrmClueDO::getFollowUpStatus, true)
+                .ne(CrmClueDO::getTransformStatus, true);
+
+        return selectCount(query);
+    }
 }
@@ -6,9 +6,11 @@ import cn.iocoder.yudao.framework.mybatis.core.mapper.BaseMapperX;
 import cn.iocoder.yudao.framework.mybatis.core.query.LambdaQueryWrapperX;
 import cn.iocoder.yudao.framework.mybatis.core.query.MPJLambdaWrapperX;
 import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.CrmContractPageReqVO;
+import cn.iocoder.yudao.module.crm.dal.dataobject.clue.CrmClueDO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO;
 import cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum;
 import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
+import cn.iocoder.yudao.module.crm.enums.common.CrmSceneTypeEnum;
 import cn.iocoder.yudao.module.crm.util.CrmQueryWrapperUtils;
 import com.baomidou.mybatisplus.core.conditions.update.LambdaUpdateWrapper;
 import org.apache.ibatis.annotations.Mapper;
@@ -87,4 +89,33 @@ public interface CrmContractMapper extends BaseMapperX&lt;CrmContractDO&gt; {
         return selectCount(CrmContractDO::getBusinessId, businessId);
     }
+    default Long getCheckContractCount(Long userId) {
+        MPJLambdaWrapperX<CrmContractDO> query = new MPJLambdaWrapperX<>();
+
+        // 我负责的, 非公海
+        CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_CONTRACT.getType(),
+                CrmContractDO::getId, userId, CrmSceneTypeEnum.OWNER.getType(), Boolean.FALSE);
+
+        // 未提交 or 审核不通过
+        query.in(CrmContractDO::getAuditStatus, CrmAuditStatusEnum.DRAFT.getStatus(), CrmAuditStatusEnum.REJECT.getStatus());
+
+        return selectCount(query);
+    }
+
+    default Long getEndContractCount(Long userId) {
+        MPJLambdaWrapperX<CrmContractDO> query = new MPJLambdaWrapperX<>();
+
+        // 我负责的, 非公海
+        CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_CONTRACT.getType(),
+                CrmContractDO::getId, userId, CrmSceneTypeEnum.OWNER.getType(), Boolean.FALSE);
+
+        // 即将到期
+        LocalDateTime beginOfToday = LocalDateTimeUtil.beginOfDay(LocalDateTime.now());
+        LocalDateTime endOfToday = LocalDateTimeUtil.endOfDay(LocalDateTime.now());
+        int REMIND_DAYS = 20;
+        query.eq(CrmContractDO::getAuditStatus, CrmAuditStatusEnum.APPROVE.getStatus())
+                .between(CrmContractDO::getEndTime, beginOfToday, endOfToday.plusDays(REMIND_DAYS));
+
+        return selectCount(query);
+    }
 }
 package cn.iocoder.yudao.module.crm.dal.mysql.customer;
 import cn.hutool.core.date.LocalDateTimeUtil;
+import cn.hutool.core.util.ObjUtil;
 import cn.iocoder.yudao.framework.common.pojo.PageResult;
 import cn.iocoder.yudao.framework.mybatis.core.mapper.BaseMapperX;
 import cn.iocoder.yudao.framework.mybatis.core.query.LambdaQueryWrapperX;
 import cn.iocoder.yudao.framework.mybatis.core.query.MPJLambdaWrapperX;
-import cn.iocoder.yudao.module.crm.controller.admin.backlog.vo.CrmTodayCustomerPageReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerPageReqVO;
+import cn.iocoder.yudao.module.crm.dal.dataobject.clue.CrmClueDO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerPoolConfigDO;
 import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
+import cn.iocoder.yudao.module.crm.enums.common.CrmSceneTypeEnum;
 import cn.iocoder.yudao.module.crm.util.CrmQueryWrapperUtils;
 import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
 import com.baomidou.mybatisplus.core.conditions.update.LambdaUpdateWrapper;
 import org.apache.ibatis.annotations.Mapper;
 import org.springframework.lang.Nullable;
+import org.springframework.util.Assert;
 import java.time.LocalDateTime;
 import java.util.Collection;
@@ -28,6 +31,40 @@ import java.util.List;
 @Mapper
 public interface CrmCustomerMapper extends BaseMapperX<CrmCustomerDO> {
+    private static MPJLambdaWrapperX<CrmCustomerDO> buildPutInPoolRemindCustomerWrapper(CrmCustomerPageReqVO pageReqVO, CrmCustomerPoolConfigDO poolConfigDO, Long userId) {
+        MPJLambdaWrapperX<CrmCustomerDO> query = new MPJLambdaWrapperX<>();
+        // 拼接数据权限的查询条件
+        CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_CUSTOMER.getType(),
+                CrmCustomerDO::getId, userId, pageReqVO.getSceneType(), null);
+
+        // 锁定状态不需要提醒
+        query.ne(CrmCustomerDO::getLockStatus, true);
+
+        // 情况一：未成交提醒日期区间
+        Integer dealExpireDays = poolConfigDO.getDealExpireDays();
+        LocalDateTime startDealRemindDate = LocalDateTimeUtil.beginOfDay(LocalDateTime.now())
+                .minusDays(dealExpireDays);
+        LocalDateTime endDealRemindDate = LocalDateTimeUtil.endOfDay(LocalDateTime.now())
+                .minusDays(Math.max(dealExpireDays - poolConfigDO.getNotifyDays(), 0));
+        // 情况二：未跟进提醒日期区间
+        Integer contactExpireDays = poolConfigDO.getContactExpireDays();
+        LocalDateTime startContactRemindDate = LocalDateTimeUtil.beginOfDay(LocalDateTime.now())
+                .minusDays(contactExpireDays);
+        LocalDateTime endContactRemindDate = LocalDateTimeUtil.endOfDay(LocalDateTime.now())
+                .minusDays(Math.max(contactExpireDays - poolConfigDO.getNotifyDays(), 0));
+        query
+                // 情况一：1. 未成交放入公海提醒
+                .eq(CrmCustomerDO::getDealStatus, false)
+                .between(CrmCustomerDO::getCreateTime, startDealRemindDate, endDealRemindDate)
+                // 情况二：未跟进放入公海提醒
+                .or() // 2.1 contactLastTime 为空 TODO 芋艿：这个要不要搞个默认值；
+                .isNull(CrmCustomerDO::getContactLastTime)
+                .between(CrmCustomerDO::getCreateTime, startContactRemindDate, endContactRemindDate)
+                .or() // 2.2 ContactLastTime 不为空
+                .between(CrmCustomerDO::getContactLastTime, startContactRemindDate, endContactRemindDate);
+        return query;
+    }
+
     default Long selectCountByLockStatusAndOwnerUserId(Boolean lockStatus, Long ownerUserId) {
         return selectCount(new LambdaUpdateWrapper<CrmCustomerDO>()
                 .eq(CrmCustomerDO::getLockStatus, lockStatus)
@@ -57,50 +94,38 @@ public interface CrmCustomerMapper extends BaseMapperX&lt;CrmCustomerDO&gt; {
                 .eqIfPresent(CrmCustomerDO::getMobile, pageReqVO.getMobile())
                 .eqIfPresent(CrmCustomerDO::getIndustryId, pageReqVO.getIndustryId())
                 .eqIfPresent(CrmCustomerDO::getLevel, pageReqVO.getLevel())
-                .eqIfPresent(CrmCustomerDO::getSource, pageReqVO.getSource());
-        return selectJoinPage(pageReqVO, CrmCustomerDO.class, query);
-    }
+                .eqIfPresent(CrmCustomerDO::getSource, pageReqVO.getSource())
+                .eqIfPresent(CrmCustomerDO::getFollowUpStatus, pageReqVO.getFollowUpStatus());
-    default List<CrmCustomerDO> selectBatchIds(Collection<Long> ids, Long userId) {
-        MPJLambdaWrapperX<CrmCustomerDO> query = new MPJLambdaWrapperX<>();
-        // 拼接数据权限的查询条件
-        CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_CUSTOMER.getType(), ids, userId);
-        // 拼接自身的查询条件
-        query.selectAll(CrmCustomerDO.class).in(CrmCustomerDO::getId, ids).orderByDesc(CrmCustomerDO::getId);
-        return selectJoinList(CrmCustomerDO.class, query);
-    }
+        // backlog 查询
+        if (ObjUtil.isNotNull(pageReqVO.getContactStatus())) {
+            Assert.isNull(pageReqVO.getPool(), "[是否为公海数据]必须是null");
-    /**
-     * 待办事项 - 今日需联系客户
-     *
-     * @param pageReqVO 分页请求参数
-     * @param userId    当前用户ID
-     * @return 分页结果
-     */
-    default PageResult<CrmCustomerDO> selectTodayCustomerPage(CrmTodayCustomerPageReqVO pageReqVO, Long userId) {
-        MPJLambdaWrapperX<CrmCustomerDO> query = new MPJLambdaWrapperX<>();
-        // 拼接数据权限的查询条件
-        CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_CUSTOMER.getType(),
-                CrmCustomerDO::getId, userId, pageReqVO.getSceneType(), null);
-
-        // 拼接自身的查询条件
-        query.selectAll(CrmCustomerDO.class);
-        if (pageReqVO.getContactStatus() != null) {
             LocalDateTime beginOfToday = LocalDateTimeUtil.beginOfDay(LocalDateTime.now());
             LocalDateTime endOfToday = LocalDateTimeUtil.endOfDay(LocalDateTime.now());
-            if (pageReqVO.getContactStatus().equals(CrmTodayCustomerPageReqVO.CONTACT_TODAY)) { // 今天需联系
+            if (pageReqVO.getContactStatus().equals(CrmCustomerPageReqVO.CONTACT_TODAY)) { // 今天需联系
                 query.between(CrmCustomerDO::getContactNextTime, beginOfToday, endOfToday);
-            } else if (pageReqVO.getContactStatus().equals(CrmTodayCustomerPageReqVO.CONTACT_EXPIRED)) { // 已逾期
+            } else if (pageReqVO.getContactStatus().equals(CrmCustomerPageReqVO.CONTACT_EXPIRED)) { // 已逾期
                 query.lt(CrmCustomerDO::getContactNextTime, beginOfToday);
-            } else if (pageReqVO.getContactStatus().equals(CrmTodayCustomerPageReqVO.CONTACT_ALREADY)) { // 已联系
+            } else if (pageReqVO.getContactStatus().equals(CrmCustomerPageReqVO.CONTACT_ALREADY)) { // 已联系
                 query.between(CrmCustomerDO::getContactLastTime, beginOfToday, endOfToday);
             } else {
                 throw new IllegalArgumentException("未知联系状态：" + pageReqVO.getContactStatus());
             }
         }
+
         return selectJoinPage(pageReqVO, CrmCustomerDO.class, query);
     }
+    default List<CrmCustomerDO> selectBatchIds(Collection<Long> ids, Long userId) {
+        MPJLambdaWrapperX<CrmCustomerDO> query = new MPJLambdaWrapperX<>();
+        // 拼接数据权限的查询条件
+        CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_CUSTOMER.getType(), ids, userId);
+        // 拼接自身的查询条件
+        query.selectAll(CrmCustomerDO.class).in(CrmCustomerDO::getId, ids).orderByDesc(CrmCustomerDO::getId);
+        return selectJoinList(CrmCustomerDO.class, query);
+    }
+
     default List<CrmCustomerDO> selectListByLockAndNotPool(Boolean lockStatus) {
         return selectList(new LambdaQueryWrapper<CrmCustomerDO>()
                 .eq(CrmCustomerDO::getLockStatus, lockStatus)
@@ -114,37 +139,42 @@ public interface CrmCustomerMapper extends BaseMapperX&lt;CrmCustomerDO&gt; {
     default PageResult<CrmCustomerDO> selectPutInPoolRemindCustomerPage(CrmCustomerPageReqVO pageReqVO,
                                                                         CrmCustomerPoolConfigDO poolConfigDO,
                                                                         Long userId) {
+        final MPJLambdaWrapperX<CrmCustomerDO> query = buildPutInPoolRemindCustomerWrapper(pageReqVO, poolConfigDO, userId);
+        return selectJoinPage(pageReqVO, CrmCustomerDO.class, query.selectAll(CrmCustomerDO.class));
+    }
+
+    default Long selectPutInPoolRemindCustomerCount(CrmCustomerPageReqVO pageReqVO,
+                                                    CrmCustomerPoolConfigDO poolConfigDO,
+                                                    Long userId) {
+        final MPJLambdaWrapperX<CrmCustomerDO> query = buildPutInPoolRemindCustomerWrapper(pageReqVO, poolConfigDO, userId);
+        return selectCount(query);
+    }
+
+    default Long getTodayCustomerCount(Long userId) {
         MPJLambdaWrapperX<CrmCustomerDO> query = new MPJLambdaWrapperX<>();
-        // 拼接数据权限的查询条件
+
+        // 我负责的, 非公海
         CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_CUSTOMER.getType(),
-                CrmCustomerDO::getId, userId, pageReqVO.getSceneType(), null);
-        // TODO @dhb52：lock 的情况，不需要提醒哈；
+                CrmCustomerDO::getId, userId, CrmSceneTypeEnum.OWNER.getType(), Boolean.FALSE);
-        // 拼接自身的查询条件
-        query.selectAll(CrmCustomerDO.class);
-        // 情况一：未成交提醒日期区间
-        Integer dealExpireDays = poolConfigDO.getDealExpireDays();
-        LocalDateTime startDealRemindDate = LocalDateTimeUtil.beginOfDay(LocalDateTime.now())
-                .minusDays(dealExpireDays);
-        LocalDateTime endDealRemindDate = LocalDateTimeUtil.endOfDay(LocalDateTime.now())
-                .minusDays(Math.max(dealExpireDays - poolConfigDO.getNotifyDays(), 0));
-        // 情况二：未跟进提醒日期区间
-        Integer contactExpireDays = poolConfigDO.getContactExpireDays();
-        LocalDateTime startContactRemindDate = LocalDateTimeUtil.beginOfDay(LocalDateTime.now())
-                .minusDays(contactExpireDays);
-        LocalDateTime endContactRemindDate = LocalDateTimeUtil.endOfDay(LocalDateTime.now())
-                .minusDays(Math.max(contactExpireDays - poolConfigDO.getNotifyDays(), 0));
-        query
-                // 情况一：1. 未成交放入公海提醒
-                .eq(CrmCustomerDO::getDealStatus, false)
-                .between(CrmCustomerDO::getCreateTime, startDealRemindDate, endDealRemindDate)
-                // 情况二：未跟进放入公海提醒
-                .or() // 2.1 contactLastTime 为空 TODO 芋艿：这个要不要搞个默认值；
-                .isNull(CrmCustomerDO::getContactLastTime)
-                .between(CrmCustomerDO::getCreateTime, startContactRemindDate, endContactRemindDate)
-                .or() // 2.2 ContactLastTime 不为空
-                .between(CrmCustomerDO::getContactLastTime, startContactRemindDate, endContactRemindDate);
-        return selectJoinPage(pageReqVO, CrmCustomerDO.class, query);
+        // 今天需联系
+        LocalDateTime beginOfToday = LocalDateTimeUtil.beginOfDay(LocalDateTime.now());
+        LocalDateTime endOfToday = LocalDateTimeUtil.endOfDay(LocalDateTime.now());
+        query.between(CrmCustomerDO::getContactNextTime, beginOfToday, endOfToday);
+
+        return selectCount(query);
     }
+    default Long getFollowCustomerCount(Long userId) {
+        MPJLambdaWrapperX<CrmCustomerDO> query = new MPJLambdaWrapperX<>();
+
+        // 我负责的, 非公海
+        CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_CUSTOMER.getType(),
+                CrmCustomerDO::getId, userId, CrmSceneTypeEnum.OWNER.getType(), Boolean.FALSE);
+
+        // 未跟进
+        query.ne(CrmClueDO::getFollowUpStatus, true);
+
+        return selectCount(query);
+    }
 }
@@ -5,8 +5,11 @@ import cn.iocoder.yudao.framework.mybatis.core.mapper.BaseMapperX;
 import cn.iocoder.yudao.framework.mybatis.core.query.LambdaQueryWrapperX;
 import cn.iocoder.yudao.framework.mybatis.core.query.MPJLambdaWrapperX;
 import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable.CrmReceivablePageReqVO;
+import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.receivable.CrmReceivableDO;
+import cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum;
 import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
+import cn.iocoder.yudao.module.crm.enums.common.CrmSceneTypeEnum;
 import cn.iocoder.yudao.module.crm.util.CrmQueryWrapperUtils;
 import com.baomidou.mybatisplus.core.conditions.update.LambdaUpdateWrapper;
 import org.apache.ibatis.annotations.Mapper;
@@ -59,4 +62,17 @@ public interface CrmReceivableMapper extends BaseMapperX&lt;CrmReceivableDO&gt; {
         return selectJoinList(CrmReceivableDO.class, query);
     }
+    default Long getCheckReceivablesCount(Long userId) {
+        MPJLambdaWrapperX<CrmReceivableDO> query = new MPJLambdaWrapperX<>();
+
+        // 我负责的, 非公海
+        CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_RECEIVABLE.getType(),
+                CrmReceivableDO::getId, userId, CrmSceneTypeEnum.OWNER.getType(), Boolean.FALSE);
+
+        // 未提交 or 审核不通过
+        query.in(CrmContractDO::getAuditStatus, CrmAuditStatusEnum.DRAFT.getStatus(), CrmAuditStatusEnum.REJECT.getStatus());
+
+        return selectCount(query);
+    }
+
 }
@@ -8,6 +8,7 @@ import cn.iocoder.yudao.framework.mybatis.core.query.MPJLambdaWrapperX;
 import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.plan.CrmReceivablePlanPageReqVO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.receivable.CrmReceivablePlanDO;
 import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
+import cn.iocoder.yudao.module.crm.enums.common.CrmSceneTypeEnum;
 import cn.iocoder.yudao.module.crm.util.CrmQueryWrapperUtils;
 import com.baomidou.mybatisplus.core.conditions.update.LambdaUpdateWrapper;
 import org.apache.ibatis.annotations.Mapper;
@@ -78,4 +79,19 @@ public interface CrmReceivablePlanMapper extends BaseMapperX&lt;CrmReceivablePlanDO
         return selectJoinList(CrmReceivablePlanDO.class, query);
     }
+    default Long getRemindReceivablePlanCount(Long userId) {
+        MPJLambdaWrapperX<CrmReceivablePlanDO> query = new MPJLambdaWrapperX<>();
+
+        // 我负责的, 非公海
+        CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_RECEIVABLE_PLAN.getType(),
+                CrmReceivablePlanDO::getId, userId, CrmSceneTypeEnum.OWNER.getType(), Boolean.FALSE);
+
+        // 待回款
+        LocalDateTime beginOfToday = LocalDateTimeUtil.beginOfDay(LocalDateTime.now());
+        query.isNull(CrmReceivablePlanDO::getReceivableId)
+                .gt(CrmReceivablePlanDO::getReturnTime, beginOfToday)
+                .apply("to_days(return_time) <= to_days(now())+ remind_days");
+
+        return selectCount(query);
+    }
 }
@@ -90,4 +90,12 @@ public interface CrmClueService {
      */
     void translateCustomer(CrmClueTranslateReqVO reqVO, Long userId);
+    /**
+     * 获得分配给我的线索数量
+     *
+     * @param userId 用户编号
+     * @return 提醒数量
+     */
+    Long getFollowLeadsCount(Long userId);
+
 }
@@ -276,4 +276,9 @@ public class CrmClueServiceImpl implements CrmClueService {
         return SpringUtil.getBean(getClass());
     }
+    @Override
+    public Long getFollowLeadsCount(Long userId) {
+        return clueMapper.getFollowLeadsCount(userId);
+    }
+
 }
@@ -6,7 +6,6 @@ import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.CrmContractPageR
 import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.CrmContractSaveReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.CrmContractTransferReqVO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO;
-import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractProductDO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
 import cn.iocoder.yudao.module.crm.service.followup.bo.CrmUpdateFollowUpReqBO;
 import jakarta.validation.Valid;
@@ -135,12 +134,21 @@ public interface CrmContractService {
      */
     Long getContractCountByBusinessId(Long businessId);
+
     /**
-     * 获取合同商品列表
+     * 获得待审核合同数量
      *
-     * @param contactId 合同编号
-     * @return 合同商品列表
+     * @param userId 用户编号
+     * @return 提醒数量
+     */
+    Long getCheckContractCount(Long userId);
+
+    /**
+     * 获得即将到期的合同数量
+     *
+     * @param userId 用户编号
+     * @return 提醒数量
      */
-    List<CrmContractProductDO> getContractProductListByContractId(Long contactId);
+    Long getEndContractCount(Long userId);
 }
@@ -361,4 +361,15 @@ public class CrmContractServiceImpl implements CrmContractService {
     }
     // TODO @合同待定：需要新增一个 ContractConfigDO 表，合同配置，重点是到期提醒；
+
+    @Override
+    public Long getCheckContractCount(Long userId) {
+        return contractMapper.getCheckContractCount(userId);
+    }
+
+    @Override
+    public Long getEndContractCount(Long userId) {
+        return contractMapper.getEndContractCount(userId);
+    }
+
 }
@@ -140,7 +140,43 @@ public interface CrmCustomerService {
      */
     int autoPutCustomerPool();
+    /**
+     * 获得放入公海提醒的客户分页数据
+     *
+     * @param pageVO       分页查询
+     * @param poolConfigDO 公海配置
+     * @param userId       用户编号
+     * @return 客户分页
+     */
     PageResult<CrmCustomerDO> getPutInPoolRemindCustomerPage(CrmCustomerPageReqVO pageVO,
                                                              CrmCustomerPoolConfigDO poolConfigDO,
-                                                             Long loginUserId);
+                                                             Long userId);
+
+    /**
+     * 获得今日需联系客户数量
+     *
+     * @param userId 用户编号
+     * @return 提醒数量
+     */
+    Long getTodayCustomerCount(Long userId);
+
+    /**
+     * 获得待进入公海的客户数量
+     *
+     * @param pageVO       分页查询
+     * @param poolConfigDO 公海配置
+     * @param userId       用户编号
+     * @return 提醒数量
+     */
+    Long getPutInPoolRemindCustomerCount(CrmCustomerPageReqVO pageVO,
+                                         CrmCustomerPoolConfigDO poolConfigDO,
+                                         Long userId);
+
+    /**
+     * 获得分配给我的客户数量
+     *
+     * @param userId 用户编号
+     * @return 提醒数量
+     */
+    Long getFollowCustomerCount(Long userId);
 }
@@ -466,12 +466,30 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
         return customerMapper.selectPage(pageReqVO, userId);
     }
+    @Override
     public PageResult<CrmCustomerDO> getPutInPoolRemindCustomerPage(CrmCustomerPageReqVO pageReqVO,
                                                                     CrmCustomerPoolConfigDO poolConfigDO,
                                                                     Long userId) {
         return customerMapper.selectPutInPoolRemindCustomerPage(pageReqVO, poolConfigDO, userId);
     }
+    @Override
+    public Long getPutInPoolRemindCustomerCount(CrmCustomerPageReqVO pageReqVO,
+                                                CrmCustomerPoolConfigDO poolConfigDO,
+                                                Long userId) {
+        return customerMapper.selectPutInPoolRemindCustomerCount(pageReqVO, poolConfigDO, userId);
+    }
+
+    @Override
+    public Long getTodayCustomerCount(Long userId) {
+        return customerMapper.getTodayCustomerCount(userId);
+    }
+
+    @Override
+    public Long getFollowCustomerCount(Long userId) {
+        return customerMapper.getFollowCustomerCount(userId);
+    }
+
     // ======================= 校验相关 =======================
     /**
-package cn.iocoder.yudao.module.crm.service.message;
-
-import cn.iocoder.yudao.framework.common.pojo.PageResult;
-import cn.iocoder.yudao.module.crm.controller.admin.backlog.vo.CrmTodayCustomerPageReqVO;
-import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
-import jakarta.validation.Valid;
-
-/**
- * CRM 待办消息 Service 接口
- *
- * @author dhb52
- */
-public interface CrmBacklogService {
-
-    /**
-     * 根据【联系状态】、【场景类型】筛选客户分页
-     *
-     * @param pageReqVO 分页查询
-     * @return 分页数据
-     */
-    PageResult<CrmCustomerDO> getTodayCustomerPage(@Valid CrmTodayCustomerPageReqVO pageReqVO, Long userId);
-
-}
-package cn.iocoder.yudao.module.crm.service.message;
-
-import cn.iocoder.yudao.framework.common.pojo.PageResult;
-import cn.iocoder.yudao.module.crm.controller.admin.backlog.vo.CrmTodayCustomerPageReqVO;
-import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
-import cn.iocoder.yudao.module.crm.dal.mysql.customer.CrmCustomerMapper;
-import jakarta.annotation.Resource;
-import org.springframework.stereotype.Component;
-import org.springframework.validation.annotation.Validated;
-
-/**
- * 待办消息 Service 实现类
- *
- * @author dhb52
- */
-@Component
-@Validated
-public class CrmBacklogServiceImpl implements CrmBacklogService {
-
-    @Resource
-    private CrmCustomerMapper customerMapper;
-
-    @Override
-    public PageResult<CrmCustomerDO> getTodayCustomerPage(CrmTodayCustomerPageReqVO pageReqVO, Long userId) {
-        return customerMapper.selectTodayCustomerPage(pageReqVO, userId);
-    }
-
-}
@@ -77,4 +77,11 @@ public interface CrmReceivablePlanService {
      */
     PageResult<CrmReceivablePlanDO> getReceivablePlanPageByCustomerId(CrmReceivablePlanPageReqVO pageReqVO);
+    /**
+     * 获得待回款提醒数量
+     *
+     * @param userId 用户编号
+     * @return 提醒数量
+     */
+    Long getRemindReceivablePlanCount(Long userId);
 }
@@ -24,7 +24,6 @@ import com.mzt.logapi.context.LogRecordContext;
 import com.mzt.logapi.service.impl.DiffParseFunction;
 import com.mzt.logapi.starter.annotation.LogRecord;
 import jakarta.annotation.Resource;
-import org.springframework.context.annotation.Lazy;
 import org.springframework.stereotype.Service;
 import org.springframework.validation.annotation.Validated;
@@ -163,4 +162,9 @@ public class CrmReceivablePlanServiceImpl implements CrmReceivablePlanService {
         return receivablePlanMapper.selectPageByCustomerId(pageReqVO);
     }
+    @Override
+    public Long getRemindReceivablePlanCount(Long userId) {
+        return receivablePlanMapper.getRemindReceivablePlanCount(userId);
+    }
+
 }
@@ -78,4 +78,12 @@ public interface CrmReceivableService {
      */
     PageResult<CrmReceivableDO> getReceivablePageByCustomerId(CrmReceivablePageReqVO pageReqVO);
+    /**
+     * 获得待审核回款数量
+     *
+     * @param userId 用户编号
+     * @return 提醒数量
+     */
+    Long getCheckReceivablesCount(Long userId);
+
 }
@@ -27,7 +27,6 @@ import com.mzt.logapi.context.LogRecordContext;
 import com.mzt.logapi.service.impl.DiffParseFunction;
 import com.mzt.logapi.starter.annotation.LogRecord;
 import jakarta.annotation.Resource;
-import org.springframework.context.annotation.Lazy;
 import org.springframework.stereotype.Service;
 import org.springframework.validation.annotation.Validated;
@@ -183,4 +182,9 @@ public class CrmReceivableServiceImpl implements CrmReceivableService {
         return receivableMapper.selectPageByCustomerId(pageReqVO);
     }
+    @Override
+    public Long getCheckReceivablesCount(Long userId) {
+        return receivableMapper.getCheckReceivablesCount(userId);
+    }
+
 }