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/web/src/components/behavior/DiscBadge.vue

@@ -0,0 +1,27 @@
+<script setup lang="ts">
+defineProps<{
+  label: string | null | undefined;
+}>();
+</script>
+
+<template>
+  <span v-if="label" class="disc-badge" :title="`تیپ رفتاری احتمالی ${label}`">{{ label }}</span>
+</template>
+
+<style scoped>
+.disc-badge {
+  display: inline-flex;
+  align-items: center;
+  justify-content: center;
+  min-width: 1.6rem;
+  padding: 0.05rem 0.4rem;
+  border-radius: 999px;
+  background: #ecfeff;
+  color: #0f766e;
+  border: 1px solid #99f6e4;
+  font-size: 0.72rem;
+  font-weight: 800;
+  letter-spacing: 0.04em;
+  line-height: 1.4;
+}
+</style>

apps/web/src/components/behavior/DiscPanel.vue

@@ -0,0 +1,254 @@
+<script setup lang="ts">
+import { computed, ref, watch } from 'vue';
+import {
+  DISC_CONFIDENCE_LABELS,
+  DISC_GUIDES,
+  DISC_QUESTIONS,
+  DISC_TYPE_SHORT,
+  DISC_TYPES,
+  discGuideFor,
+  scoreDisc,
+  type DiscAnswers,
+  type DiscAssessmentDto,
+  type DiscType,
+} from '@mento/shared';
+import { api } from '@/lib/api';
+import { formatJalaliNumeric, toFaDigits } from '@/lib/jalali';
+import { UiButton } from '@/components/ui';
+
+const props = defineProps<{ personId: string }>();
+const emit = defineEmits<{ saved: [] }>();
+
+const history = ref<DiscAssessmentDto[]>([]);
+const loading = ref(false);
+const saving = ref(false);
+const error = ref('');
+const editing = ref(false);
+const answers = ref<DiscAnswers>({});
+const note = ref('');
+const compareA = ref('');
+const compareB = ref('');
+
+const preview = computed(() => scoreDisc(answers.value));
+const guide = computed(() =>
+  preview.value.reliable ? discGuideFor(preview.value.primaryTypes) : null,
+);
+const latest = computed(() => history.value[0] ?? null);
+
+async function load() {
+  loading.value = true;
+  error.value = '';
+  try {
+    const { data } = await api.get<DiscAssessmentDto[]>(`/behavior/people/${props.personId}/disc`);
+    history.value = data;
+    compareA.value = data[0]?.id ?? '';
+    compareB.value = data[1]?.id ?? '';
+  } catch {
+    error.value = 'تاریخچهٔ ارزیابی بارگذاری نشد.';
+  } finally {
+    loading.value = false;
+  }
+}
+
+function start() {
+  answers.value = {};
+  note.value = '';
+  editing.value = true;
+  error.value = '';
+}
+
+function choose(questionId: string, type: DiscType) {
+  answers.value = { ...answers.value, [questionId]: type };
+}
+
+function skip(questionId: string) {
+  const next = { ...answers.value };
+  delete next[questionId];
+  answers.value = next;
+}
+
+async function save() {
+  saving.value = true;
+  error.value = '';
+  try {
+    await api.post(`/behavior/people/${props.personId}/disc`, {
+      answers: answers.value,
+      note: note.value,
+    });
+    editing.value = false;
+    await load();
+    emit('saved');
+  } catch (err: unknown) {
+    const message = (err as { response?: { data?: { message?: string } } }).response?.data?.message;
+    error.value = typeof message === 'string' ? message : 'ذخیرهٔ ارزیابی ناموفق بود.';
+  } finally {
+    saving.value = false;
+  }
+}
+
+function row(id: string) {
+  return history.value.find((item) => item.id === id) ?? null;
+}
+
+watch(() => props.personId, () => void load(), { immediate: true });
+
+function when(value: string) {
+  return formatJalaliNumeric(new Date(value));
+}
+</script>
+
+<template>
+  <section class="disc">
+    <p class="banner">
+      این ابزار برای کمک به فروش است و آزمون روان‌شناختی یا تشخیص شخصیت نیست. درصدها فقط سهم پاسخ‌های همین فرم هستند.
+    </p>
+    <p v-if="error" class="error">{{ error }}</p>
+    <p v-if="loading" class="muted">در حال بارگذاری ارزیابی‌ها…</p>
+
+    <article v-else-if="latest && !editing" class="card">
+      <header class="head">
+        <div>
+          <h3>تیپ غالب احتمالی: {{ latest.reliable ? latest.label : 'نامشخص' }}</h3>
+          <p v-if="latest.secondaryLabel">تیپ دوم: {{ latest.secondaryLabel }}</p>
+          <p class="muted">
+            اطمینان تخمینی: {{ DISC_CONFIDENCE_LABELS[latest.confidence] }}
+            · {{ when(latest.createdAt) }}
+            · {{ latest.assessorName }}
+          </p>
+        </div>
+        <UiButton size="sm" variant="primary" @click="start">شروع ارزیابی DISC</UiButton>
+      </header>
+      <ul class="bars">
+        <li v-for="type in DISC_TYPES" :key="type">
+          <span>{{ type }} · {{ DISC_TYPE_SHORT[type] }}</span>
+          <i><b :style="{ width: `${latest.percents[type]}%` }" /></i>
+          <em>{{ toFaDigits(latest.scores[type]) }} · {{ toFaDigits(latest.percents[type]) }}٪</em>
+        </li>
+      </ul>
+      <p v-if="latest.note" class="note">{{ latest.note }}</p>
+    </article>
+
+    <div v-else-if="!editing" class="card empty">
+      <p>هنوز ارزیابی رفتاری برای این مشتری ثبت نشده است.</p>
+      <UiButton size="sm" variant="primary" @click="start">شروع ارزیابی DISC</UiButton>
+    </div>
+
+    <form v-if="editing" class="card" @submit.prevent="save">
+      <header class="head">
+        <h3>ارزیابی جدید</h3>
+        <button type="button" class="link" @click="editing = false">انصراف</button>
+      </header>
+      <p class="muted">اگر شواهد کافی ندارید سؤال را رد کنید. با کمتر از چهار پاسخ، نتیجهٔ قابل اتکا ذخیره نمی‌شود ولی سابقه می‌ماند.</p>
+      <fieldset v-for="question in DISC_QUESTIONS" :key="question.id">
+        <legend>{{ toFaDigits(question.id) }}. {{ question.prompt }}</legend>
+        <label v-for="option in question.options" :key="option.key">
+          <input
+            type="radio"
+            :name="`q-${question.id}`"
+            :checked="answers[question.id] === option.type"
+            @change="choose(question.id, option.type)"
+          />
+          <span><b>{{ option.key }}.</b> {{ option.text }}</span>
+        </label>
+        <button type="button" class="link" @click="skip(question.id)">رد کردن این سؤال</button>
+      </fieldset>
+
+      <div class="preview">
+        <h4>{{ preview.reliable ? `نتیجهٔ پیش‌نویس: ${preview.label}` : preview.label }}</h4>
+        <p v-if="preview.secondaryLabel">تیپ دوم احتمالی: {{ preview.secondaryLabel }}</p>
+        <ul class="bars">
+          <li v-for="type in DISC_TYPES" :key="type">
+            <span>{{ type }}</span>
+            <i><b :style="{ width: `${preview.percents[type]}%` }" /></i>
+            <em>{{ toFaDigits(preview.scores[type]) }}</em>
+          </li>
+        </ul>
+        <p class="muted">{{ preview.shareNote }}</p>
+        <template v-if="guide">
+          <h4>راهنمای احتمالی فروش</h4>
+          <p class="muted">این پیشنهادها را با رفتار واقعی مشتری تطبیق دهید.</p>
+          <ul>
+            <li v-for="line in guide.negotiation" :key="line">{{ line }}</li>
+          </ul>
+          <h4>ارائه</h4>
+          <ul>
+            <li v-for="line in guide.presentation" :key="line">{{ line }}</li>
+          </ul>
+          <h4>پیگیری</h4>
+          <ul>
+            <li v-for="line in guide.followUp" :key="line">{{ line }}</li>
+          </ul>
+        </template>
+        <label class="note-field">
+          یادداشت رفتاری و شواهد
+          <textarea v-model="note" rows="3" maxlength="4000" placeholder="چه رفتاری را واقعاً دیدید؟" />
+        </label>
+      </div>
+      <UiButton type="submit" variant="primary" :disabled="saving">
+        {{ saving ? 'در حال ذخیره…' : 'تأیید و ذخیره در پرونده' }}
+      </UiButton>
+    </form>
+
+    <article v-if="history.length" class="card">
+      <h3>تاریخچه</h3>
+      <ul class="history">
+        <li v-for="item in history" :key="item.id">
+          <strong>{{ item.reliable ? item.label : 'ناکافی' }}</strong>
+          <span>{{ when(item.createdAt) }} · {{ item.assessorName }}</span>
+          <span>D{{ toFaDigits(item.scores.D) }} I{{ toFaDigits(item.scores.I) }} S{{ toFaDigits(item.scores.S) }} C{{ toFaDigits(item.scores.C) }}</span>
+        </li>
+      </ul>
+      <div v-if="history.length > 1" class="compare">
+        <label>
+          مقایسه
+          <select v-model="compareA">
+            <option v-for="item in history" :key="item.id" :value="item.id">{{ when(item.createdAt) }} · {{ item.label }}</option>
+          </select>
+        </label>
+        <label>
+          با
+          <select v-model="compareB">
+            <option v-for="item in history" :key="item.id" :value="item.id">{{ when(item.createdAt) }} · {{ item.label }}</option>
+          </select>
+        </label>
+        <table v-if="row(compareA) && row(compareB)">
+          <thead>
+            <tr><th>تیپ</th><th>اول</th><th>دوم</th></tr>
+          </thead>
+          <tbody>
+            <tr v-for="type in DISC_TYPES" :key="type">
+              <td>{{ type }}</td>
+              <td>{{ toFaDigits(row(compareA)!.scores[type]) }}</td>
+              <td>{{ toFaDigits(row(compareB)!.scores[type]) }}</td>
+            </tr>
+          </tbody>
+        </table>
+      </div>
+    </article>
+    <p v-if="latest" class="muted tiny">نقاط قوت احتمالی آخرین تیپ: {{ latest.primaryTypes.map((type) => DISC_GUIDES[type].strengths.join('، ')).join(' / ') || '—' }}</p>
+  </section>
+</template>
+
+<style scoped>
+.disc { display: flex; flex-direction: column; gap: 0.8rem; }
+.banner, .card { background: #fff; border: 1px solid #e2e8f0; border-radius: 14px; padding: 0.9rem 1rem; }
+.banner { background: #f8fafc; color: #475569; font-size: 0.86rem; }
+.head, .history li, .compare { display: flex; justify-content: space-between; gap: 0.75rem; align-items: flex-start; flex-wrap: wrap; }
+h3, h4 { margin: 0 0 0.35rem; }
+.muted, .tiny { color: #64748b; font-size: 0.82rem; }
+.error { color: #b91c1c; }
+fieldset { border: 0; margin: 0.8rem 0; padding: 0; display: flex; flex-direction: column; gap: 0.4rem; }
+legend { font-weight: 700; margin-bottom: 0.25rem; }
+label { display: flex; gap: 0.45rem; align-items: flex-start; }
+.bars { list-style: none; padding: 0; margin: 0.5rem 0; display: flex; flex-direction: column; gap: 0.35rem; }
+.bars li { display: grid; grid-template-columns: 7.5rem 1fr auto; gap: 0.45rem; align-items: center; font-size: 0.82rem; }
+.bars i { display: block; height: 8px; background: #e2e8f0; border-radius: 99px; overflow: hidden; }
+.bars b { display: block; height: 100%; background: #0f766e; }
+.note-field, .compare { display: flex; flex-direction: column; gap: 0.35rem; margin-top: 0.6rem; }
+textarea, select { width: 100%; border: 1px solid #cbd5e1; border-radius: 10px; padding: 0.5rem; font: inherit; }
+.link { border: 0; background: transparent; color: #0f766e; cursor: pointer; padding: 0; }
+.history { list-style: none; padding: 0; margin: 0; display: flex; flex-direction: column; gap: 0.45rem; }
+table { width: 100%; border-collapse: collapse; }
+td, th { border-bottom: 1px solid #e2e8f0; text-align: right; padding: 0.3rem; }
+.empty { display: flex; justify-content: space-between; gap: 0.75rem; align-items: center; }
+</style>

apps/web/src/components/behavior/SalesCopilotPanel.vue

@@ -0,0 +1,332 @@
+<script setup lang="ts">
+import { computed, ref, watch } from 'vue';
+import {
+  COPILOT_GOAL_LABELS,
+  COPILOT_GOALS,
+  COPILOT_TOPIC_LABELS,
+  COPILOT_TOPICS,
+  FOLLOW_UP_MESSAGE_KINDS,
+  FOLLOW_UP_MESSAGE_LABELS,
+  followUpMessage,
+  type CopilotAnalysis,
+  type CopilotFacts,
+  type CopilotGoal,
+  type CopilotTopic,
+  type FollowUpMessageKind,
+  type SalesCopilotSessionDto,
+} from '@mento/shared';
+import { api } from '@/lib/api';
+import { formatJalaliNumeric, toFaDigits } from '@/lib/jalali';
+import { UiButton } from '@/components/ui';
+import SmsComposeModal from '@/components/SmsComposeModal.vue';
+
+const props = defineProps<{
+  personId?: string | null;
+  leadId?: string | null;
+  dealId?: string | null;
+  customerName?: string | null;
+  discLabel?: string | null;
+  stageName?: string | null;
+  phone?: string | null;
+  smsEndpoint?: string | null;
+  smsHistoryEndpoint?: string | null;
+}>();
+
+const topic = ref<CopilotTopic>('objection');
+const goal = ref<CopilotGoal>('find_objection');
+const statement = ref('');
+const behaviorNotes = ref('');
+const analysis = ref<CopilotAnalysis | null>(null);
+const responseText = ref('');
+const agentNote = ref('');
+const callOutcome = ref('');
+const followUpAt = ref('');
+const messageKind = ref<FollowUpMessageKind>('whatsapp_after_call');
+const messageText = ref('');
+const busy = ref(false);
+const error = ref('');
+const savedId = ref('');
+const history = ref<SalesCopilotSessionDto[]>([]);
+const smsOpen = ref(false);
+const step = ref<'form' | 'result'>('form');
+
+const facts = computed<CopilotFacts>(() => ({
+  customerName: props.customerName,
+  stageName: props.stageName,
+  disc: props.discLabel
+    ? {
+        label: props.discLabel,
+        primaryTypes: props.discLabel.split('/').filter((part): part is 'D' | 'I' | 'S' | 'C' =>
+          part === 'D' || part === 'I' || part === 'S' || part === 'C',
+        ),
+        reliable: true,
+        assessedAt: new Date().toISOString(),
+      }
+    : null,
+}));
+
+const localMessage = computed(() =>
+  analysis.value ? followUpMessage(messageKind.value, facts.value, analysis.value) : '',
+);
+
+watch(localMessage, (value) => {
+  messageText.value = value;
+});
+
+async function loadHistory() {
+  try {
+    const { data } = await api.get<SalesCopilotSessionDto[]>('/behavior/copilot/sessions', {
+      params: {
+        personId: props.personId || undefined,
+        leadId: props.leadId || undefined,
+        dealId: props.dealId || undefined,
+      },
+    });
+    history.value = data;
+  } catch {
+    history.value = [];
+  }
+}
+
+async function analyze() {
+  busy.value = true;
+  error.value = '';
+  try {
+    const { data } = await api.post<CopilotAnalysis>('/behavior/copilot/analyze', payload());
+    analysis.value = data;
+    responseText.value = data.suggested_response;
+    followUpAt.value = data.suggested_follow_up_date ?? '';
+    step.value = 'result';
+    messageText.value = followUpMessage(messageKind.value, facts.value, data);
+  } catch (err: unknown) {
+    const message = (err as { response?: { data?: { message?: string } } }).response?.data?.message;
+    error.value = typeof message === 'string' ? message : 'تحلیل مکالمه ناموفق بود.';
+  } finally {
+    busy.value = false;
+  }
+}
+
+function payload() {
+  return {
+    personId: props.personId || undefined,
+    leadId: props.leadId || undefined,
+    dealId: props.dealId || undefined,
+    topic: topic.value,
+    goal: goal.value,
+    customerStatement: statement.value,
+    behaviorNotes: behaviorNotes.value,
+  };
+}
+
+async function save(status: 'confirmed' | 'dismissed') {
+  if (!analysis.value) return;
+  busy.value = true;
+  error.value = '';
+  try {
+    const { data } = await api.post<SalesCopilotSessionDto>('/behavior/copilot/sessions', {
+      ...payload(),
+      status,
+      confirmedResponse: responseText.value,
+      nextAction: analysis.value.next_best_action,
+      followUpAt: followUpAt.value || null,
+      callOutcome: callOutcome.value,
+      agentNote: agentNote.value,
+      messageDraft: messageText.value,
+    });
+    savedId.value = status === 'confirmed' ? data.id : '';
+    await loadHistory();
+  } catch {
+    error.value = 'ثبت نتیجه ناموفق بود.';
+  } finally {
+    busy.value = false;
+  }
+}
+
+async function createTask() {
+  if (!savedId.value) {
+    await save('confirmed');
+  }
+  if (!savedId.value) return;
+  busy.value = true;
+  try {
+    await api.post(`/behavior/copilot/sessions/${savedId.value}/follow-up`, {
+      dueAt: followUpAt.value || undefined,
+    });
+    error.value = '';
+    await loadHistory();
+  } catch {
+    error.value = 'ساخت وظیفهٔ پیگیری ناموفق بود.';
+  } finally {
+    busy.value = false;
+  }
+}
+
+async function copy(text: string) {
+  try {
+    await navigator.clipboard.writeText(text);
+  } catch {
+    error.value = 'کپی در این مرورگر ممکن نشد.';
+  }
+}
+
+watch(
+  () => [props.personId, props.leadId, props.dealId],
+  () => void loadHistory(),
+  { immediate: true },
+);
+</script>
+
+<template>
+  <section class="copilot">
+    <p class="banner">
+      دستیار مربی فروش است. پیشنهادش تا وقتی تأیید نکنید در پرونده به‌عنوان واقعیت ذخیره نمی‌شود و پیام بیرونی هم بدون تأیید شما ارسال نمی‌شود.
+    </p>
+    <article class="card summary">
+      <div>
+        <strong>{{ customerName || 'مخاطب' }}</strong>
+        <span v-if="stageName">مرحله: {{ stageName }}</span>
+      </div>
+      <span v-if="discLabel" class="pill">DISC احتمالی {{ discLabel }}</span>
+      <span v-else class="muted">پروفایل DISC تازه و معتبر نیست</span>
+    </article>
+
+    <form v-show="step === 'form'" class="card" @submit.prevent="analyze">
+      <label>
+        موضوع مکالمه
+        <select v-model="topic">
+          <option v-for="item in COPILOT_TOPICS" :key="item" :value="item">{{ COPILOT_TOPIC_LABELS[item] }}</option>
+        </select>
+      </label>
+      <label>
+        هدف شما
+        <select v-model="goal">
+          <option v-for="item in COPILOT_GOALS" :key="item" :value="item">{{ COPILOT_GOAL_LABELS[item] }}</option>
+        </select>
+      </label>
+      <label>
+        حرف مشتری
+        <textarea v-model="statement" rows="4" required placeholder="جملهٔ دقیق مشتری، اعتراض یا دغدغه‌اش" />
+      </label>
+      <label>
+        نشانه‌های رفتاری مشاهده‌شده
+        <textarea v-model="behaviorNotes" rows="2" placeholder="مثلاً عجله داشت، جزئیات خواست، یا خواست مشورت کند" />
+      </label>
+      <UiButton type="submit" variant="primary" :disabled="busy">تحلیل مکالمه و پیشنهاد راهکار</UiButton>
+    </form>
+
+    <div v-if="analysis && step === 'result'" class="stack">
+      <article class="card">
+        <header class="head">
+          <h3>تحلیل</h3>
+          <button type="button" class="link" @click="step = 'form'">ویرایش ورودی</button>
+        </header>
+        <p>{{ analysis.customer_statement_summary }}</p>
+        <p v-if="analysis.objection_label"><b>دستهٔ احتمالی:</b> {{ analysis.objection_label }}</p>
+        <ul>
+          <li v-for="reason in analysis.possible_underlying_reasons" :key="reason">{{ reason }}</li>
+        </ul>
+        <p v-if="analysis.missing_information.length" class="warn">
+          اطلاعات ناموجود: {{ analysis.missing_information.join('؛ ') }}
+        </p>
+        <p class="muted">{{ analysis.confidence_note }}</p>
+        <p v-if="analysis.disc_context" class="muted">{{ analysis.disc_context.note }}</p>
+      </article>
+      <article class="card">
+        <h3>سؤال پیشنهادی</h3>
+        <p>{{ analysis.recommended_question }}</p>
+        <button type="button" class="link" @click="copy(analysis.recommended_question)">کپی سؤال</button>
+      </article>
+      <article class="card">
+        <h3>پاسخ پیشنهادی</h3>
+        <textarea v-model="responseText" rows="5" />
+        <div class="actions">
+          <UiButton size="sm" variant="outline" type="button" @click="copy(responseText)">کپی پاسخ</UiButton>
+          <UiButton size="sm" variant="outline" type="button" :disabled="busy" @click="analyze">تولید پاسخ جدید</UiButton>
+        </div>
+        <p class="warn">خطای رایج: {{ analysis.common_mistake }}</p>
+      </article>
+      <article class="card">
+        <h3>راهبرد</h3>
+        <ul>
+          <li v-for="line in analysis.sales_strategy" :key="line">{{ line }}</li>
+        </ul>
+        <h3>اقدام بعدی</h3>
+        <p>{{ analysis.next_best_action }}</p>
+        <label>
+          تاریخ پیگیری
+          <input v-model="followUpAt" type="date" />
+        </label>
+        <label>
+          نتیجهٔ تماس
+          <input v-model="callOutcome" type="text" maxlength="500" />
+        </label>
+        <label>
+          یادداشت کارشناس
+          <textarea v-model="agentNote" rows="2" />
+        </label>
+      </article>
+      <article class="card">
+        <h3>متن پیگیری</h3>
+        <select v-model="messageKind">
+          <option v-for="kind in FOLLOW_UP_MESSAGE_KINDS" :key="kind" :value="kind">{{ FOLLOW_UP_MESSAGE_LABELS[kind] }}</option>
+        </select>
+        <textarea v-model="messageText" rows="4" />
+        <div class="actions">
+          <UiButton size="sm" variant="outline" type="button" @click="copy(messageText)">کپی متن</UiButton>
+          <UiButton v-if="smsEndpoint && phone" size="sm" variant="outline" type="button" @click="smsOpen = true">
+            ارسال پیامک با تأیید
+          </UiButton>
+        </div>
+      </article>
+      <div class="actions">
+        <UiButton variant="primary" type="button" :disabled="busy" @click="save('confirmed')">ثبت نتیجه</UiButton>
+        <UiButton variant="outline" type="button" :disabled="busy" @click="createTask">ایجاد وظیفه پیگیری</UiButton>
+        <UiButton variant="ghost" type="button" :disabled="busy" @click="save('dismissed')">رد پیشنهاد</UiButton>
+      </div>
+    </div>
+
+    <p v-if="error" class="error">{{ error }}</p>
+
+    <article v-if="history.length" class="card">
+      <h3>نتایج ثبت‌شده</h3>
+      <ul class="history">
+        <li v-for="item in history" :key="item.id">
+          <strong>{{ item.status === 'confirmed' ? 'تأییدشده' : 'ردشده' }}</strong>
+          <span>{{ formatJalaliNumeric(new Date(item.createdAt)) }} · {{ item.userName }}</span>
+          <span>{{ item.analysis.objection_label || 'بدون دسته' }}</span>
+          <span v-if="item.activityId">وظیفه ساخته شد</span>
+        </li>
+      </ul>
+      <p class="muted">{{ toFaDigits(history.length) }} نتیجه در تاریخچه مانده است.</p>
+    </article>
+
+    <SmsComposeModal
+      v-if="smsEndpoint && phone"
+      :open="smsOpen"
+      :endpoint="smsEndpoint"
+      :history-endpoint="smsHistoryEndpoint || ''"
+      :name="customerName || ''"
+      :phone="phone"
+      :default-text="messageText"
+      title="ارسال پیامک پیگیری"
+      @close="smsOpen = false"
+    />
+  </section>
+</template>
+
+<style scoped>
+.copilot, .stack { display: flex; flex-direction: column; gap: 0.75rem; }
+.banner, .card { background: #fff; border: 1px solid #e2e8f0; border-radius: 14px; padding: 0.9rem 1rem; }
+.banner { background: #f8fafc; color: #475569; font-size: 0.86rem; }
+.summary, .head, .actions, .history li { display: flex; justify-content: space-between; gap: 0.6rem; align-items: center; flex-wrap: wrap; }
+label { display: flex; flex-direction: column; gap: 0.3rem; margin-bottom: 0.55rem; font-weight: 700; }
+textarea, select, input { font: inherit; font-weight: 400; border: 1px solid #cbd5e1; border-radius: 10px; padding: 0.5rem; width: 100%; }
+.pill { background: #ecfeff; color: #0f766e; border-radius: 999px; padding: 0.1rem 0.55rem; font-size: 0.78rem; font-weight: 800; }
+.muted { color: #64748b; font-size: 0.82rem; font-weight: 400; }
+.warn { color: #9a3412; }
+.error { color: #b91c1c; }
+.link { border: 0; background: transparent; color: #0f766e; cursor: pointer; }
+.history { list-style: none; padding: 0; margin: 0; display: flex; flex-direction: column; gap: 0.4rem; }
+h3 { margin: 0 0 0.4rem; }
+ul { margin: 0.3rem 0 0; padding-inline-start: 1.1rem; }
+</style>

apps/web/src/lib/behavior-access.ts

@@ -0,0 +1,10 @@
+import type { AuthUserDto } from '@mento/shared';
+
+export function canUseBehavior(user: AuthUserDto | null | undefined): boolean {
+  if (!user) return false;
+  const modules = user.enabledModules;
+  if (modules && !modules.includes('behavior')) return false;
+  if (user.role === 'owner' || user.role === 'admin') return true;
+  const permissions = user.permissions ?? [];
+  return permissions.includes('behavior') || permissions.includes('sales');
+}

apps/web/src/router/index.ts

@@ -82,6 +82,11 @@ export const router = createRouter({
           name: 'reports',
           component: () => import('@/views/ReportsView.vue'),
         },
+        {
+          path: 'behavior/disc',
+          name: 'disc-report',
+          component: () => import('@/views/DiscReportView.vue'),
+        },
         {
           path: 'sales/forecast',
           name: 'sales-forecast',
@@ -563,6 +568,10 @@ router.beforeEach((to) => {
   ) {
     return { name: 'home' };
   }
+  if (String(to.path).startsWith('/behavior')) {
+    const modules = auth.user?.enabledModules;
+    if (modules && !modules.includes('behavior')) return { name: 'home' };
+  }
   if (String(to.path).startsWith('/finance')) {
     const modules = auth.user?.enabledModules;
     if (modules && !modules.includes('treasury')) return { name: 'home' };

apps/web/src/views/ContactsView.vue

@@ -3,6 +3,7 @@ import { computed, onMounted, ref, watch } from 'vue';
 import { RouterLink, useRoute, useRouter } from 'vue-router';
 import axios from 'axios';
 import { api } from '@/lib/api';
+import { useAuthStore } from '@/stores/auth';
 import { formatJalaliNumeric, toFaDigits } from '@/lib/jalali';
 import CustomerMoodFace from '@/components/CustomerMoodFace.vue';
 import ExcelImportFlow from '@/components/ExcelImportFlow.vue';
@@ -36,6 +37,8 @@ import {
   PERSON_IMPORT_SOURCES,
 } from '@mento/shared';
 import { PERSON_MOOD_LABELS, PERSON_MOODS } from '@/lib/person-mood';
+import { canUseBehavior } from '@/lib/behavior-access';
+import DiscBadge from '@/components/behavior/DiscBadge.vue';
 import { PAGE_SIZE_OPTIONS, usePageSize } from '@/lib/pageSize';
 
 type Tab = 'people' | 'companies';
@@ -58,6 +61,12 @@ const moodFilter = computed<PersonMood | 'all'>(() => {
   const value = typeof route.query.mood === 'string' ? route.query.mood : 'all';
   return PERSON_MOODS.includes(value as PersonMood) ? (value as PersonMood) : 'all';
 });
+const auth = useAuthStore();
+const canBehavior = computed(() => canUseBehavior(auth.user));
+const discFilter = computed(() => {
+  const value = typeof route.query.disc === 'string' ? route.query.disc.toUpperCase() : '';
+  return /^[DISC](\/[DISC]){0,3}$/.test(value) ? value : '';
+});
 const sourceFilter = computed<PersonImportSource | 'all'>(() => {
   const value = typeof route.query.source === 'string' ? route.query.source : 'all';
   return PERSON_IMPORT_SOURCES.includes(value as PersonImportSource)
@@ -135,6 +144,7 @@ const peopleSavedFilters = computed(() => ({
   sort: sort.value === 'name' ? undefined : sort.value,
   mood: moodFilter.value === 'all' ? undefined : moodFilter.value,
   source: sourceFilter.value === 'all' ? undefined : sourceFilter.value,
+  disc: discFilter.value || undefined,
 }));
 
 function applyPeopleSavedFilters(filters: Record<string, unknown>) {
@@ -223,6 +233,7 @@ async function load() {
             mood: moodFilter.value === 'all' ? undefined : moodFilter.value,
             importSource:
               sourceFilter.value === 'all' ? undefined : sourceFilter.value,
+            disc: discFilter.value || undefined,
           },
         }),
         api.get<PersonImportSourceStatDto[]>('/people/source-stats').catch(() => ({
@@ -280,6 +291,10 @@ function setMood(next: PersonMood | 'all') {
   patchQuery({ mood: next === 'all' ? undefined : next, page: undefined });
 }
 
+function setDisc(next: string) {
+  patchQuery({ disc: next || undefined, page: undefined });
+}
+
 function setSource(next: PersonImportSource | 'all') {
   patchQuery({
     source: next === 'all' ? undefined : next,
@@ -394,7 +409,7 @@ function onImportSettled() {
 }
 
 watch(
-  () => [route.query.tab, route.query.q, route.query.page, route.query.sort, route.query.mood],
+  () => [route.query.tab, route.query.q, route.query.page, route.query.sort, route.query.mood, route.query.disc, route.query.source],
   () => {
     q.value = typeof route.query.q === 'string' ? route.query.q : '';
     void load();
@@ -412,6 +427,9 @@ onMounted(load);
       lead="مدیریت و مشاهده اشخاص و شرکت‌ها"
     >
       <template #actions>
+        <RouterLink v-if="canBehavior" :to="{ name: 'disc-report' }">
+          <UiButton variant="outline" size="sm">گزارش DISC</UiButton>
+        </RouterLink>
         <UiButton variant="ghost" size="sm" :disabled="busy" :loading="pageBusy && busyMessage.includes('خروجی')" @click.stop="exportExcel">
           <span class="btn-full">خروجی اکسل</span>
           <span class="btn-short">خروجی</span>
@@ -538,6 +556,13 @@ onMounted(load);
       </button>
     </div>
 
+    <div v-if="tab === 'people' && canBehavior" class="source-stats">
+      <button type="button" class="source-chip" :class="{ on: !discFilter }" @click="setDisc('')">همه تیپ‌ها</button>
+      <button v-for="type in ['D', 'I', 'S', 'C']" :key="type" type="button" class="source-chip" :class="{ on: discFilter === type }" @click="setDisc(type)">
+        {{ type }}
+      </button>
+    </div>
+
     <p v-if="importMsg" class="ok">{{ importMsg }}</p>
     <p v-if="error" class="error">{{ error }}</p>
     <p v-else-if="loading" class="muted">در حال بارگذاری…</p>
@@ -551,6 +576,7 @@ onMounted(load);
               <RouterLink class="name" :to="{ name: 'person-detail', params: { id: p.id } }">
                 {{ p.fullName }}
               </RouterLink>
+              <DiscBadge v-if="canBehavior" :label="p.discLabel" />
               <UiDropdownMenu
                 :open="menuId === `m:${p.id}`"
                 align="end"
@@ -648,10 +674,11 @@ onMounted(load);
                 </div>
               </td>
               <td>
-                <RouterLink class="name" :to="{ name: 'person-detail', params: { id: p.id } }">
-                  {{ p.fullName }}
-                </RouterLink>
-                <div v-if="p.previousFullName" class="muted tiny">
+              <RouterLink class="name" :to="{ name: 'person-detail', params: { id: p.id } }">
+                {{ p.fullName }}
+              </RouterLink>
+              <DiscBadge v-if="canBehavior" :label="p.discLabel" />
+              <div v-if="p.previousFullName" class="muted tiny">
                   قبلی: {{ p.previousFullName }}
                 </div>
               </td>

apps/web/src/views/DealFormView.vue

@@ -4,6 +4,7 @@ import { RouterLink, useRoute, useRouter } from 'vue-router';
 import axios from 'axios';
 import { api } from '@/lib/api';
 import { useAuthStore } from '@/stores/auth';
+import { canUseBehavior } from '@/lib/behavior-access';
 import { toFaDigits } from '@/lib/jalali';
 import { currencySuffix, formatMoney } from '@/lib/money';
 import CustomFieldsSection from '@/components/CustomFieldsSection.vue';
@@ -60,6 +61,7 @@ const emit = defineEmits<{
 const route = useRoute();
 const router = useRouter();
 const auth = useAuthStore();
+const canBehavior = computed(() => canUseBehavior(auth.user));
 const id = computed(() => {
   if (props.embedded) return props.dealId ?? '';
   return typeof route.params.id === 'string' ? route.params.id : '';
@@ -552,6 +554,12 @@ onMounted(load);
         >
           <UiButton variant="outline">صدور فاکتور</UiButton>
         </RouterLink>
+        <RouterLink
+          v-if="!isNew && personId && canBehavior"
+          :to="{ name: 'person-detail', params: { id: personId }, query: { tab: 'copilot', dealId: id } }"
+        >
+          <UiButton variant="outline">کمک برای ادامه مذاکره</UiButton>
+        </RouterLink>
         <UiButton variant="primary" :disabled="saving" @click="submit">
           <UiIcon name="check" :size="16" />
           {{ saving ? 'در حال ذخیره…' : 'ذخیره معامله' }}

apps/web/src/views/DiscReportView.vue

@@ -0,0 +1,75 @@
+<script setup lang="ts">
+import { onMounted, ref } from 'vue';
+import { RouterLink } from 'vue-router';
+import type { DiscDistributionRow } from '@mento/shared';
+import { api } from '@/lib/api';
+import { toFaDigits } from '@/lib/jalali';
+import { UiButton, UiPageHeader } from '@/components/ui';
+
+const rows = ref<DiscDistributionRow[]>([]);
+const error = ref('');
+const loading = ref(true);
+const exporting = ref(false);
+
+onMounted(async () => {
+  try {
+    const { data } = await api.get<DiscDistributionRow[]>('/behavior/disc/distribution');
+    rows.value = data;
+  } catch {
+    error.value = 'گزارش توزیع تیپ‌ها بارگذاری نشد.';
+  } finally {
+    loading.value = false;
+  }
+});
+
+async function exportExcel() {
+  exporting.value = true;
+  error.value = '';
+  try {
+    const { data } = await api.get<Blob>('/behavior/disc/export', { responseType: 'blob' });
+    const url = URL.createObjectURL(data);
+    const link = document.createElement('a');
+    link.href = url;
+    link.download = 'disc.xlsx';
+    link.click();
+    URL.revokeObjectURL(url);
+  } catch {
+    error.value = 'خروجی اکسل ناموفق بود.';
+  } finally {
+    exporting.value = false;
+  }
+}
+
+const total = () => rows.value.reduce((sum, row) => sum + row.count, 0);
+</script>
+
+<template>
+  <section class="page">
+    <UiPageHeader title="توزیع تیپ‌های DISC" lead="فقط ارزیابی‌های تأییدشده و قابل اتکا، در محدودهٔ دسترسی شما" :back-to="{ name: 'contacts' }">
+      <template #actions>
+        <UiButton variant="outline" :disabled="exporting" @click="exportExcel">خروجی اکسل</UiButton>
+      </template>
+    </UiPageHeader>
+    <p v-if="loading" class="muted">در حال بارگذاری…</p>
+    <p v-else-if="error" class="error">{{ error }}</p>
+    <p v-else-if="!rows.length" class="muted">هنوز تیپ قابل اتکایی ثبت نشده است.</p>
+    <ul v-else class="list">
+      <li v-for="row in rows" :key="row.label">
+        <RouterLink :to="{ name: 'contacts', query: { disc: row.label } }">{{ row.label }}</RouterLink>
+        <span>{{ toFaDigits(row.count) }}</span>
+        <i><b :style="{ width: `${total() ? Math.round((row.count / total()) * 100) : 0}%` }" /></i>
+      </li>
+    </ul>
+    <p class="muted">درصدها سهم مشتریان دارای ارزیابی معتبر هستند، نه دقت یک آزمون روان‌شناسی.</p>
+  </section>
+</template>
+
+<style scoped>
+.page { display: flex; flex-direction: column; gap: 0.8rem; }
+.list { list-style: none; padding: 0; margin: 0; display: flex; flex-direction: column; gap: 0.55rem; }
+.list li { display: grid; grid-template-columns: 6rem auto 1fr; gap: 0.6rem; align-items: center; }
+.list i { height: 8px; background: #e2e8f0; border-radius: 99px; overflow: hidden; }
+.list b { display: block; height: 100%; background: #0f766e; }
+.muted { color: #64748b; }
+.error { color: #b91c1c; }
+</style>

apps/web/src/views/LeadDetailView.vue

@@ -30,6 +30,8 @@ import type {
   PaginatedResponse,
 } from '@mento/shared';
 import { ACTIVITY_TYPE_LABELS } from '@mento/shared';
+import { canUseBehavior } from '@/lib/behavior-access';
+import SalesCopilotPanel from '@/components/behavior/SalesCopilotPanel.vue';
 
 type LeadDetail = LeadDto & { events: LeadEventDto[] };
 
@@ -37,6 +39,8 @@ const route = useRoute();
 const router = useRouter();
 const auth = useAuthStore();
 const isAdmin = computed(() => canManageSettings(auth.user?.role));
+const canBehavior = computed(() => canUseBehavior(auth.user));
+const copilotOpen = ref(false);
 
 const id = computed(() => String(route.params.id));
 const loading = ref(false);
@@ -382,6 +386,14 @@ onBeforeUnmount(() => narrowMq?.removeEventListener('change', syncNarrow));
         >
           پیامک
         </UiButton>
+        <UiButton
+          v-if="lead && !editing && canBehavior"
+          variant="secondary"
+          size="sm"
+          @click="copilotOpen = !copilotOpen"
+        >
+          کمک برای ادامه مذاکره
+        </UiButton>
         <UiButton
           v-if="lead && !editing"
           variant="secondary"
@@ -412,6 +424,16 @@ onBeforeUnmount(() => narrowMq?.removeEventListener('change', syncNarrow));
       </template>
     </UiPageHeader>
     </div>
+    <SalesCopilotPanel
+      v-if="lead && copilotOpen && canBehavior"
+      :person-id="lead.convertedPersonId"
+      :lead-id="lead.id"
+      :customer-name="lead.contactName || lead.title"
+      :stage-name="lead.stageName"
+      :phone="lead.mobile"
+      :sms-endpoint="`/leads/${lead.id}/sms`"
+      :sms-history-endpoint="`/leads/${lead.id}/sms-history`"
+    />
 
     <button
       v-if="moreOpen"
@@ -719,6 +741,9 @@ onBeforeUnmount(() => narrowMq?.removeEventListener('change', syncNarrow));
 
         <aside class="side">
           <button class="sheet-close" type="button" @click="moreOpen = false">بستن</button>
+          <UiCard v-if="canBehavior" title="مذاکره">
+            <UiButton size="sm" @click="copilotOpen = true; moreOpen = false">کمک برای ادامه مذاکره</UiButton>
+          </UiCard>
           <UiCard title="پیامک">
             <UiButton size="sm" :disabled="!lead.mobile" @click="smsOpen = true; moreOpen = false">
               ارسال پیامک

apps/web/src/views/PersonProfileView.vue

@@ -48,8 +48,12 @@ import type {
   TicketDto,
 } from '@mento/shared';
 import { PERSON_MOOD_LABELS } from '@/lib/person-mood';
+import { canUseBehavior } from '@/lib/behavior-access';
+import DiscBadge from '@/components/behavior/DiscBadge.vue';
+import DiscPanel from '@/components/behavior/DiscPanel.vue';
+import SalesCopilotPanel from '@/components/behavior/SalesCopilotPanel.vue';
 
-type TabKey = 'activities' | 'tasks' | 'deals' | 'cards' | 'assets' | 'info';
+type TabKey = 'activities' | 'tasks' | 'deals' | 'cards' | 'assets' | 'info' | 'disc' | 'copilot';
 type TimelineTone = 'call' | 'quote' | 'note' | 'meeting' | 'task';
 type HistoryFilter = 'all' | TimelineTone;
 
@@ -71,14 +75,25 @@ type AttachmentRow = {
   kind: 'pdf' | 'doc' | 'img' | 'file';
 };
 
-const TABS: Array<{ key: TabKey; label: string }> = [
-  { key: 'activities', label: 'فعالیت‌ها' },
-  { key: 'tasks', label: 'کارهای مرتبط' },
-  { key: 'deals', label: 'معاملات' },
-  { key: 'cards', label: 'کارت‌ها' },
-  { key: 'assets', label: 'دارایی' },
-  { key: 'info', label: 'اطلاعات' },
-];
+const auth = useAuthStore();
+const canBehavior = computed(() => canUseBehavior(auth.user));
+const TABS = computed<Array<{ key: TabKey; label: string }>>(() => {
+  const items: Array<{ key: TabKey; label: string }> = [
+    { key: 'activities', label: 'فعالیت‌ها' },
+    { key: 'tasks', label: 'کارهای مرتبط' },
+    { key: 'deals', label: 'معاملات' },
+    { key: 'cards', label: 'کارت‌ها' },
+    { key: 'assets', label: 'دارایی' },
+    { key: 'info', label: 'اطلاعات' },
+  ];
+  if (canBehavior.value) {
+    items.push(
+      { key: 'disc', label: 'تحلیل رفتاری DISC' },
+      { key: 'copilot', label: 'دستیار هوشمند فروش' },
+    );
+  }
+  return items;
+});
 
 const HISTORY_FILTERS: Array<{ key: HistoryFilter; label: string }> = [
   { key: 'all', label: 'همه' },
@@ -182,7 +197,6 @@ const previousSourceLabel = computed(() => {
   return SOURCE_LABELS[src] || src;
 });
 
-const auth = useAuthStore();
 const priorArchiveOn = computed(() => Boolean(auth.user?.priorArchive));
 const priorLens = computed(() => auth.user?.priorArchive?.lens ?? null);
 
@@ -451,8 +465,14 @@ function readTab() {
     q === 'deals' ||
     q === 'cards' ||
     q === 'assets' ||
-    q === 'info'
+    q === 'info' ||
+    q === 'disc' ||
+    q === 'copilot'
   ) {
+    if ((q === 'disc' || q === 'copilot') && !canBehavior.value) {
+      tab.value = 'activities';
+      return;
+    }
     tab.value = q;
   } else {
     tab.value = 'activities';
@@ -696,6 +716,7 @@ watch(() => route.query.tab, readTab, { immediate: true });
               <h2>{{ fullName }}</h2>
               <span class="mood-under" :class="mood">{{ moodLabel }}</span>
               <span v-if="vip" class="vip-mark">VIP</span>
+              <DiscBadge v-if="canBehavior && person.discReliable" :label="person.discLabel" />
             </div>
             <p v-if="subtitle" class="sub">{{ subtitle }}</p>
             <div class="meta-chips">
@@ -787,6 +808,7 @@ watch(() => route.query.tab, readTab, { immediate: true });
               >
             </h2>
             <p v-if="subtitle" class="sub">{{ subtitle }}</p>
+            <DiscBadge v-if="canBehavior && person.discReliable" :label="person.discLabel" />
           </div>
         </div>
         <div class="contact-rows">
@@ -1018,6 +1040,23 @@ watch(() => route.query.tab, readTab, { immediate: true });
         <PersonAssetsPanel :person-id="id" @link-changed="onTahesabLinkChanged" />
       </div>
 
+      <div v-if="canBehavior && tab === 'disc'" class="panel">
+        <DiscPanel :person-id="id" @saved="load" />
+      </div>
+
+      <div v-if="canBehavior && tab === 'copilot'" class="panel">
+        <SalesCopilotPanel
+          :person-id="id"
+          :deal-id="typeof route.query.dealId === 'string' ? route.query.dealId : null"
+          :customer-name="fullName"
+          :disc-label="person.discReliable ? person.discLabel : null"
+          :stage-name="null"
+          :phone="phoneNumber"
+          :sms-endpoint="`/people/${id}/sms`"
+          :sms-history-endpoint="`/people/${id}/sms-history`"
+        />
+      </div>
+
       <div v-show="tab === 'info'" class="panel info-panel" :class="{ 'is-empty': infoEmpty }">
         <article class="smart">
           <header class="smart-head">