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>

apps/api/src/contacts/contacts.module.ts

@@ -9,6 +9,7 @@ import { PeopleController } from './people.controller';
 import { PeopleService } from './people.service';
 import { ContactsExcelService } from './contacts-excel.service';
 import { SmsService } from '../common/sms.service';
+import { BehaviorModule } from '../behavior/behavior.module';
 
 @Module({
   imports: [
@@ -16,6 +17,7 @@ import { SmsService } from '../common/sms.service';
     AutomationsModule,
     MessageAutomationsModule,
     PublicApiModule,
+    BehaviorModule,
   ],
   controllers: [PeopleController, CompaniesController],
   providers: [PeopleService, CompaniesService, ContactsExcelService, SmsService],

apps/api/src/contacts/dto.ts

@@ -80,6 +80,12 @@ export class ListQueryDto {
   @IsOptional()
   @IsIn(['1', 'true', '0', 'false'])
   hasMobile?: string;
+
+  /** فیلتر تیپ DISC غالب یا ترکیبی، مثل D یا D/C */
+  @IsOptional()
+  @IsString()
+  @MaxLength(12)
+  disc?: string;
 }
 
 class CompanyExtraFieldsDto {

apps/api/src/contacts/people.controller.ts

@@ -59,6 +59,7 @@ export class PeopleController {
         province: query.province,
         city: query.city,
         hasMobile,
+        disc: query.disc,
       },
     );
   }
@@ -75,6 +76,7 @@ export class PeopleController {
       province: query.province,
       city: query.city,
       hasMobile,
+      disc: query.disc,
     });
   }
 

apps/api/src/contacts/people.service.ts

@@ -50,6 +50,7 @@ import {
   normalizePersonImportSource,
   personImportSourceLabel,
 } from './person-source';
+import { BehaviorAccessService } from '../behavior/behavior-access.service';
 
 const personInclude = {
   company: { select: { id: true, name: true, province: true, city: true } },
@@ -98,8 +99,27 @@ type PersonRow = {
     minPoints: number;
     color: string | null;
   } | null;
+  discLabel: string | null;
+  discReliable: boolean;
+  discAssessedAt: Date | null;
 };
 
+function discFilter(raw: string | undefined): Prisma.PersonWhereInput | null {
+  const value = raw?.trim().toUpperCase();
+  if (!value || !/^[DISC](\/[DISC]){0,3}$/.test(value)) return null;
+  if (value.includes('/')) {
+    return { discReliable: true, discLabel: value };
+  }
+  return {
+    discReliable: true,
+    OR: [
+      { discLabel: value },
+      { discLabel: { startsWith: `${value}/` } },
+      { discLabel: { contains: `/${value}` } },
+    ],
+  };
+}
+
 @Injectable()
 export class PeopleService implements OnModuleInit {
   private readonly logger = new Logger(PeopleService.name);
@@ -113,6 +133,7 @@ export class PeopleService implements OnModuleInit {
     private readonly game: GamificationService,
     private readonly sms: SmsService,
     private readonly outboundSms: OutboundSmsLogService,
+    private readonly behaviorAccess: BehaviorAccessService,
   ) {}
 
   private personListWhere(
@@ -124,6 +145,7 @@ export class PeopleService implements OnModuleInit {
       province?: string;
       city?: string;
       hasMobile?: boolean;
+      disc?: string;
     },
   ): Prisma.PersonWhereInput {
     const sourceFilter = opts?.importSource?.trim()
@@ -166,6 +188,8 @@ export class PeopleService implements OnModuleInit {
     if (opts?.hasMobile) {
       and.push({ mobile: { not: null } }, { NOT: { mobile: '' } });
     }
+    const disc = discFilter(opts?.disc);
+    if (disc) and.push(disc);
     return {
       organizationId: actor.organizationId,
       ...ownerWhere(actor),
@@ -187,9 +211,11 @@ export class PeopleService implements OnModuleInit {
       province?: string;
       city?: string;
       hasMobile?: boolean;
+      disc?: string;
     },
   ): Promise<PaginatedResponse<PersonDto>> {
-    const where = this.personListWhere(actor, q, opts);
+    const seeDisc = await this.behaviorAccess.canView(actor);
+    const where = this.personListWhere(actor, q, seeDisc ? opts : { ...opts, disc: undefined });
 
     const [rows, total] = await this.prisma.$transaction([
       this.prisma.person.findMany({
@@ -206,7 +232,7 @@ export class PeopleService implements OnModuleInit {
     ]);
 
     return {
-      items: rows.map((row) => this.toDto(row)),
+      items: rows.map((row) => this.toDto(row, seeDisc)),
       total,
       page,
       limit,
@@ -222,10 +248,12 @@ export class PeopleService implements OnModuleInit {
       province?: string;
       city?: string;
       hasMobile?: boolean;
+      disc?: string;
     },
     max = FILTERED_IDS_MAX,
   ): Promise<FilteredIdsResponse> {
-    const where = this.personListWhere(actor, q, opts);
+    const seeDisc = await this.behaviorAccess.canView(actor);
+    const where = this.personListWhere(actor, q, seeDisc ? opts : { ...opts, disc: undefined });
     const total = await this.prisma.person.count({ where });
     if (total > max) {
       throw new BadRequestException(
@@ -330,7 +358,7 @@ export class PeopleService implements OnModuleInit {
       include: personInclude,
     });
     if (!row) throw new NotFoundException('شخص پیدا نشد');
-    return this.toDto(row);
+    return this.toDto(row, await this.behaviorAccess.canView(actor));
   }
 
   async create(actor: Actor, dto: CreatePersonRequest): Promise<PersonDto> {
@@ -407,7 +435,7 @@ export class PeopleService implements OnModuleInit {
       where: { id: row.id },
       include: personInclude,
     });
-    return this.toDto(fresh ?? row);
+    return this.toDto(fresh ?? row, await this.behaviorAccess.canView(actor));
   }
 
   async update(
@@ -473,7 +501,7 @@ export class PeopleService implements OnModuleInit {
       email: row.email,
       companyId: row.companyId,
     });
-    return this.toDto(row);
+    return this.toDto(row, await this.behaviorAccess.canView(actor));
   }
 
   async remove(actor: Actor, id: string): Promise<void> {
@@ -697,7 +725,7 @@ export class PeopleService implements OnModuleInit {
     );
   }
 
-  private toDto(row: PersonRow): PersonDto {
+  private toDto(row: PersonRow, includeDisc: boolean): PersonDto {
     const previousFullName = `${row.previousFirstName ?? ''} ${row.previousLastName ?? ''}`.trim();
     const importSource = row.importSource || 'manual';
     return {
@@ -736,6 +764,10 @@ export class PeopleService implements OnModuleInit {
       customFields: asCustomFields(row.customFields),
       loyaltyPoints: row.loyaltyPoints ?? 0,
       loyaltyTier: row.loyaltyTier,
+      discLabel: includeDisc && row.discReliable ? row.discLabel : null,
+      discReliable: includeDisc ? row.discReliable : false,
+      discAssessedAt:
+        includeDisc && row.discAssessedAt ? row.discAssessedAt.toISOString() : null,
       company: row.company,
       owner: row.owner,
       createdAt: row.createdAt.toISOString(),