feat: add DISC profiles and a sales copilot as an org module

Help reps capture a customer's likely behavior style and get negotiation guidance, with the feature gated from super admin. Co-authored-by: Cursor <cursoragent@cursor.com>
2026-10-18 21:04:26 +03:30
parent 96befd3867
commit 002f697dfe
27 changed files with 2838 additions and 26 deletions
@@ -0,0 +1,106 @@
+import { Type } from 'class-transformer';
+import {
+  IsBoolean,
+  IsDateString,
+  IsIn,
+  IsObject,
+  IsOptional,
+  IsString,
+  MaxLength,
+  ValidateIf,
+} from 'class-validator';
+import {
+  COPILOT_GOALS,
+  COPILOT_TOPICS,
+  type CopilotGoal,
+  type CopilotTopic,
+} from '@mento/shared';
+
+export class SaveDiscDto {
+  @IsObject()
+  answers!: Record<string, string | null>;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(4000)
+  note?: string;
+}
+
+export class AnalyzeCopilotDto {
+  @IsOptional()
+  @IsString()
+  personId?: string;
+
+  @IsOptional()
+  @IsString()
+  leadId?: string;
+
+  @IsOptional()
+  @IsString()
+  dealId?: string;
+
+  @IsIn([...COPILOT_TOPICS])
+  topic!: CopilotTopic;
+
+  @IsIn([...COPILOT_GOALS])
+  goal!: CopilotGoal;
+
+  @IsString()
+  @MaxLength(4000)
+  customerStatement!: string;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(2000)
+  behaviorNotes?: string;
+}
+
+export class SaveCopilotDto extends AnalyzeCopilotDto {
+  @IsIn(['confirmed', 'dismissed'])
+  status!: 'confirmed' | 'dismissed';
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(4000)
+  confirmedResponse?: string;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(500)
+  nextAction?: string;
+
+  @IsOptional()
+  @ValidateIf((_, value) => value != null && value !== '')
+  @IsDateString()
+  followUpAt?: string | null;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(500)
+  callOutcome?: string;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(4000)
+  agentNote?: string;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(2000)
+  messageDraft?: string;
+}
+
+export class CopilotFollowUpDto {
+  @IsOptional()
+  @IsDateString()
+  dueAt?: string;
+
+  @IsOptional()
+  @IsString()
+  assigneeId?: string;
+
+  @IsOptional()
+  @IsBoolean()
+  @Type(() => Boolean)
+  createTask?: boolean;
+}