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
@@ -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>
@@ -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' }}
@@ -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>
@@ -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
@@ -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">