feat(treasury): number documents and manage categories on their tab

Save a system tracking number on each income and expense, reuse the full contact dialogs for a new party, and create, rename, or delete categories only from the categories tab.

Co-authored-by: Cursor <cursoragent@cursor.com>

apps/api/src/treasury/treasury.controller.ts

@@ -1,4 +1,4 @@
-import { Body, Controller, Get, Param, Patch, Post, Query, StreamableFile, UploadedFile, UseGuards, UseInterceptors } from '@nestjs/common';
+import { Body, Controller, Delete, Get, Param, Patch, Post, Query, StreamableFile, UploadedFile, UseGuards, UseInterceptors } from '@nestjs/common';
 import { FileInterceptor } from '@nestjs/platform-express';
 import { memoryStorage } from 'multer';
 import { JwtAuthGuard } from '../auth/jwt-auth.guard';
@@ -43,6 +43,20 @@ export class TreasuryController {
     return this.treasury.createCategory(user, body);
   }
 
+  @Patch('categories/:id')
+  updateCategory(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Body() body: { name?: string; isActive?: boolean },
+  ) {
+    return this.treasury.updateCategory(user, id, body);
+  }
+
+  @Delete('categories/:id')
+  deleteCategory(@CurrentUser() user: Actor, @Param('id') id: string) {
+    return this.treasury.deleteCategory(user, id);
+  }
+
   @Get('accounts')
   accounts(
     @CurrentUser() user: Actor,

apps/api/src/treasury/treasury.service.ts

@@ -20,6 +20,7 @@ import type {
 } from '@mento/shared';
 import { CompaniesService } from '../contacts/companies.service';
 import { PeopleService } from '../contacts/people.service';
+import { dateToJalali } from '../common/jalali';
 import { PrismaService } from '../prisma/prisma.service';
 import { LocalFileStorage } from '../storage/local-file.storage';
 import { StorageQuotaService } from '../billing/storage-quota.service';
@@ -119,19 +120,68 @@ export class TreasuryService {
   ): Promise<FinancialCategoryDto> {
     const name = input.name.trim();
     if (name.length < 2) throw new BadRequestException('نام دسته‌بندی کوتاه است.');
-    const row = await this.prisma.financialCategory.create({
-      data: {
-        organizationId: actor.organizationId,
-        name,
-        kind: input.kind,
-      },
+    try {
+      const row = await this.prisma.financialCategory.create({
+        data: {
+          organizationId: actor.organizationId,
+          name,
+          kind: input.kind,
+        },
+      });
+      return {
+        id: row.id,
+        name: row.name,
+        kind: row.kind as FinancialCategoryDto['kind'],
+        isActive: row.isActive,
+      };
+    } catch (e) {
+      if (e instanceof Prisma.PrismaClientKnownRequestError && e.code === 'P2002') {
+        throw new BadRequestException('این نام برای همین نوع دسته قبلاً ثبت شده است.');
+      }
+      throw e;
+    }
+  }
+
+  async updateCategory(
+    actor: Actor,
+    id: string,
+    input: { name?: string; isActive?: boolean },
+  ): Promise<FinancialCategoryDto> {
+    const current = await this.prisma.financialCategory.findFirst({
+      where: { id, organizationId: actor.organizationId },
     });
-    return {
-      id: row.id,
-      name: row.name,
-      kind: row.kind as FinancialCategoryDto['kind'],
-      isActive: row.isActive,
-    };
+    if (!current) throw new NotFoundException('دسته‌بندی پیدا نشد.');
+    const name = input.name == null ? current.name : input.name.trim();
+    if (name.length < 2) throw new BadRequestException('نام دسته‌بندی کوتاه است.');
+    try {
+      const row = await this.prisma.financialCategory.update({
+        where: { id: current.id },
+        data: {
+          name,
+          ...(input.isActive == null ? {} : { isActive: input.isActive }),
+        },
+      });
+      return {
+        id: row.id,
+        name: row.name,
+        kind: row.kind as FinancialCategoryDto['kind'],
+        isActive: row.isActive,
+      };
+    } catch (e) {
+      if (e instanceof Prisma.PrismaClientKnownRequestError && e.code === 'P2002') {
+        throw new BadRequestException('این نام برای همین نوع دسته قبلاً ثبت شده است.');
+      }
+      throw e;
+    }
+  }
+
+  async deleteCategory(actor: Actor, id: string): Promise<{ ok: true }> {
+    const current = await this.prisma.financialCategory.findFirst({
+      where: { id, organizationId: actor.organizationId },
+    });
+    if (!current) throw new NotFoundException('دسته‌بندی پیدا نشد.');
+    await this.prisma.financialCategory.delete({ where: { id: current.id } });
+    return { ok: true };
   }
 
   async listAccounts(
@@ -511,6 +561,13 @@ export class TreasuryService {
     }
     const bookedAt = startOfDay(input.bookedAt) ?? new Date();
     const doc = await this.prisma.$transaction(async (tx) => {
+      const reference = await this.nextDocumentReference(
+        tx,
+        actor.organizationId,
+        input.kind,
+        input.bookedAt,
+        bookedAt,
+      );
       const created = await tx.financialDocument.create({
         data: {
           organizationId: actor.organizationId,
@@ -528,7 +585,7 @@ export class TreasuryService {
           accountId: input.accountId || null,
           method: input.method || null,
           status: settle.equals(0) ? 'open' : settle.equals(amount) ? 'settled' : 'partial',
-          reference: input.reference?.trim() || null,
+          reference,
           notes: input.notes?.trim() || null,
           createdById: actor.userId,
         },
@@ -544,7 +601,7 @@ export class TreasuryService {
             kind: input.kind === 'income' ? 'receipt' : 'payment',
             occurredAt: startOfDay(input.settledAt ?? undefined) ?? bookedAt,
             memo: title,
-            reference: input.reference?.trim() || null,
+            reference,
             createdById: actor.userId,
           },
         });
@@ -557,6 +614,32 @@ export class TreasuryService {
     return this.toDocumentDto(doc);
   }
 
+  /** شماره پیگیری روزانه: DR-14050813-0001 برای درآمد و PD-… برای هزینه. */
+  private async nextDocumentReference(
+    tx: Prisma.TransactionClient,
+    organizationId: string,
+    kind: 'income' | 'expense',
+    bookedAtInput: string | undefined,
+    bookedAt: Date,
+  ) {
+    const match = bookedAtInput?.match(/^(\d{4})-(\d{2})-(\d{2})/);
+    const when = match
+      ? new Date(Number(match[1]), Number(match[2]) - 1, Number(match[3]))
+      : bookedAt;
+    const { jy, jm, jd } = dateToJalali(when);
+    const ymd = `${jy}${String(jm).padStart(2, '0')}${String(jd).padStart(2, '0')}`;
+    const prefix = `${kind === 'income' ? 'DR' : 'PD'}-${ymd}-`;
+    await tx.$executeRaw`SELECT pg_advisory_xact_lock(hashtext(${`finref:${organizationId}:${prefix}`})::bigint)`;
+    const latest = await tx.financialDocument.findFirst({
+      where: { organizationId, reference: { startsWith: prefix } },
+      orderBy: { reference: 'desc' },
+      select: { reference: true },
+    });
+    const current = Number(latest?.reference?.slice(prefix.length));
+    const next = Number.isFinite(current) && current > 0 ? current + 1 : 1;
+    return `${prefix}${String(next).padStart(4, '0')}`;
+  }
+
   async searchParties(actor: Actor, q?: string): Promise<TreasuryPartySearchDto> {
     const term = q?.trim() ?? '';
     const contains = term ? { contains: term, mode: 'insensitive' as const } : undefined;

apps/web/src/components/treasury/TreasuryNav.vue

@@ -22,7 +22,7 @@ const links = computed(() => {
     { value: '/finance/recurring', label: 'تکرارشونده', section: 'treasury_recurring' },
     { value: '/finance/reports', label: 'گزارش', section: 'treasury_reports' },
     { value: '/finance/audit', label: 'سوابق', section: 'treasury_audit' },
-    { value: '/finance/categories', label: 'دسته‌بندی‌ها', section: 'treasury_categories' },
+    { value: '/finance/categories', label: 'دسته‌بندی', section: 'treasury_categories' },
   ];
   return all.filter((link) => treasurySectionAllowed(role, permissions, link.section));
 });

apps/web/src/components/treasury/TreasuryPartySelect.vue

@@ -4,16 +4,15 @@ import axios from 'axios';
 import {
   Button as AButton,
   Flex as AFlex,
-  Form as AForm,
-  FormItem as AFormItem,
-  Input as AInput,
-  Modal as AModal,
   Select as ASelect,
   Typography,
   message,
 } from 'ant-design-vue';
-import type { FinancialPartyKind, TreasuryPartySearchDto } from '@mento/shared';
+import type { CompanyDto, FinancialPartyKind, PersonDto, TreasuryPartySearchDto } from '@mento/shared';
+import { UiModal } from '@/components/ui';
 import { api } from '@/lib/api';
+import CompanyFormView from '@/views/CompanyFormView.vue';
+import PersonFormView from '@/views/PersonFormView.vue';
 
 const VNodes = defineComponent({
   props: { vnodes: { type: Object, required: true } },
@@ -36,12 +35,9 @@ const companies = ref<Choice[]>([]);
 const users = ref<Choice[]>([]);
 const labels = ref<Record<string, string>>({});
 const loading = ref(false);
+const selectOpen = ref(false);
 const personOpen = ref(false);
 const companyOpen = ref(false);
-const personSaving = ref(false);
-const companySaving = ref(false);
-const personForm = ref({ firstName: '', lastName: '' });
-const companyName = ref('');
 
 const selectValue = computed(() => {
   if (kind.value === 'other') return 'other';
@@ -112,57 +108,37 @@ function onChange(value: unknown) {
   partyId.value = id;
 }
 
-function savePerson() {
-  const firstName = personForm.value.firstName.trim();
-  const lastName = personForm.value.lastName.trim();
-  if (`${firstName} ${lastName}`.trim().length < 2) {
-    message.warning('نام شخص را وارد کنید.');
-    return Promise.reject(new Error('invalid'));
-  }
-  personSaving.value = true;
-  return api
-    .post<{ id: string; name: string }>('/treasury/parties/person', { firstName, lastName })
-    .then(({ data }) => {
-      people.value = [{ id: data.id, name: data.name }, ...people.value.filter((row) => row.id !== data.id)];
-      labels.value[`person:${data.id}`] = data.name;
-      kind.value = 'person';
-      partyId.value = data.id;
-      personForm.value = { firstName: '', lastName: '' };
-      message.success('شخص در مشتریان ثبت شد.');
-    })
-    .catch((e: unknown) => {
-      if (axios.isAxiosError(e)) message.error(apiMessage(e));
-      return Promise.reject(e);
-    })
-    .finally(() => {
-      personSaving.value = false;
-    });
+function onDropdown(open: boolean) {
+  selectOpen.value = open;
 }
 
-function saveCompany() {
-  const name = companyName.value.trim();
-  if (name.length < 2) {
-    message.warning('نام شرکت را وارد کنید.');
-    return Promise.reject(new Error('invalid'));
-  }
-  companySaving.value = true;
-  return api
-    .post<{ id: string; name: string }>('/treasury/parties/company', { name })
-    .then(({ data }) => {
-      companies.value = [{ id: data.id, name: data.name }, ...companies.value.filter((row) => row.id !== data.id)];
-      labels.value[`company:${data.id}`] = data.name;
-      kind.value = 'company';
-      partyId.value = data.id;
-      companyName.value = '';
-      message.success('شرکت در شرکت‌ها ثبت شد.');
-    })
-    .catch((e: unknown) => {
-      if (axios.isAxiosError(e)) message.error(apiMessage(e));
-      return Promise.reject(e);
-    })
-    .finally(() => {
-      companySaving.value = false;
-    });
+function openPersonForm() {
+  selectOpen.value = false;
+  personOpen.value = true;
+}
+
+function openCompanyForm() {
+  selectOpen.value = false;
+  companyOpen.value = true;
+}
+
+function onPersonCreated(person?: PersonDto) {
+  personOpen.value = false;
+  if (!person?.id) return;
+  const name = person.fullName?.trim() || `${person.firstName} ${person.lastName}`.trim();
+  people.value = [{ id: person.id, name }, ...people.value.filter((row) => row.id !== person.id)];
+  labels.value[`person:${person.id}`] = name;
+  kind.value = 'person';
+  partyId.value = person.id;
+}
+
+function onCompanyCreated(company?: CompanyDto) {
+  companyOpen.value = false;
+  if (!company?.id) return;
+  companies.value = [{ id: company.id, name: company.name }, ...companies.value.filter((row) => row.id !== company.id)];
+  labels.value[`company:${company.id}`] = company.name;
+  kind.value = 'company';
+  partyId.value = company.id;
 }
 
 onMounted(() => {
@@ -173,7 +149,9 @@ onMounted(() => {
 <template>
   <a-flex vertical :gap="4">
     <a-select
+      :open="selectOpen"
       show-search
+      @dropdownVisibleChange="onDropdown"
       allow-clear
       :filter-option="false"
       :loading="loading"
@@ -217,8 +195,8 @@ onMounted(() => {
       <template #dropdownRender="{ menuNode }">
         <v-nodes :vnodes="menuNode" />
         <a-flex @mousedown.prevent>
-          <a-button type="link" @click="personOpen = true">شخص جدید</a-button>
-          <a-button type="link" @click="companyOpen = true">شرکت جدید</a-button>
+          <a-button type="link" @click="openPersonForm">شخص جدید</a-button>
+          <a-button type="link" @click="openCompanyForm">شرکت جدید</a-button>
         </a-flex>
       </template>
     </a-select>
@@ -227,36 +205,21 @@ onMounted(() => {
     </a-typography-text>
   </a-flex>
 
-  <a-modal
-    v-model:open="personOpen"
-    title="شخص جدید"
-    ok-text="ثبت در مشتریان"
-    cancel-text="انصراف"
-    :confirm-loading="personSaving"
-    @ok="savePerson"
-  >
-    <a-form layout="vertical">
-      <a-form-item label="نام" required>
-        <a-input v-model:value="personForm.firstName" />
-      </a-form-item>
-      <a-form-item label="نام خانوادگی">
-        <a-input v-model:value="personForm.lastName" />
-      </a-form-item>
-    </a-form>
-  </a-modal>
+  <UiModal :open="personOpen" title="شخص جدید" @close="personOpen = false">
+    <PersonFormView
+      v-if="personOpen"
+      embedded
+      @saved="onPersonCreated"
+      @cancel="personOpen = false"
+    />
+  </UiModal>
 
-  <a-modal
-    v-model:open="companyOpen"
-    title="شرکت جدید"
-    ok-text="ثبت در شرکت‌ها"
-    cancel-text="انصراف"
-    :confirm-loading="companySaving"
-    @ok="saveCompany"
-  >
-    <a-form layout="vertical">
-      <a-form-item label="نام شرکت" required>
-        <a-input v-model:value="companyName" />
-      </a-form-item>
-    </a-form>
-  </a-modal>
+  <UiModal :open="companyOpen" title="شرکت جدید" @close="companyOpen = false">
+    <CompanyFormView
+      v-if="companyOpen"
+      embedded
+      @saved="onCompanyCreated"
+      @cancel="companyOpen = false"
+    />
+  </UiModal>
 </template>

apps/web/src/router/index.ts

@@ -369,8 +369,8 @@ export const router = createRouter({
               component: () => import('@/views/treasury/TreasuryCategoriesView.vue'),
               meta: {
                 roles: ['owner', 'admin'] as UserRole[],
-                treasuryTitle: 'دسته‌بندی‌های مالی',
-                treasuryDescription: 'دسته‌های پیش‌فرض با اولین بازدید ساخته می‌شوند.',
+                treasuryTitle: 'دسته‌بندی',
+                treasuryDescription: 'دسته‌های درآمد و هزینهٔ همین محیط؛ ساخته و ویرایش فقط از اینجا.',
               },
             },
           ],

apps/web/src/views/CompanyFormView.vue

@@ -27,7 +27,7 @@ const props = withDefaults(
   }>(),
   { embedded: false },
 );
-const emit = defineEmits<{ saved: []; cancel: [] }>();
+const emit = defineEmits<{ saved: [company?: CompanyDto]; cancel: [] }>();
 
 const route = useRoute();
 const router = useRouter();
@@ -152,7 +152,7 @@ async function submit() {
     if (isNew.value) {
       const { data } = await api.post<CompanyDto>('/companies', payload());
       if (props.embedded) {
-        emit('saved');
+        emit('saved', data);
         return;
       }
       await router.replace({ name: 'company-detail', params: { id: data.id } });

apps/web/src/views/treasury/TreasuryCategoriesView.vue

@@ -1,5 +1,5 @@
 <script setup lang="ts">
-import { onMounted, ref } from 'vue';
+import { computed, onMounted, ref } from 'vue';
 import axios from 'axios';
 import {
   Alert as AAlert,
@@ -13,20 +13,38 @@ import {
   FormItem as AFormItem,
   Input as AInput,
   List as AList,
+  Modal as AModal,
+  Popconfirm as APopconfirm,
   Row as ARow,
   Select as ASelect,
+  Switch as ASwitch,
   Tag as ATag,
+  Typography,
 } from 'ant-design-vue';
 import { api } from '@/lib/api';
 import type { FinancialCategoryDto } from '@mento/shared';
 
+const { Text: ATypographyText } = Typography;
 const AListItem = AList.Item;
 const AListItemMeta = AList.Item.Meta;
 const ASelectOption = ASelect.Option;
 
 const rows = ref<FinancialCategoryDto[]>([]);
-const form = ref({ name: '', kind: 'expense' as 'income' | 'expense' });
+const form = ref({ name: '', kind: 'income' as 'income' | 'expense' });
 const error = ref('');
+const saving = ref(false);
+const editOpen = ref(false);
+const editSaving = ref(false);
+const edit = ref({ id: '', name: '', isActive: true });
+
+const incomeRows = computed(() => rows.value.filter((row) => row.kind === 'income'));
+const expenseRows = computed(() => rows.value.filter((row) => row.kind === 'expense'));
+
+function apiMessage(e: unknown) {
+  if (!axios.isAxiosError(e)) return 'ذخیره ناموفق بود.';
+  const msg = (e.response?.data as { message?: string | string[] })?.message;
+  return Array.isArray(msg) ? msg.join('، ') : msg || 'ذخیره ناموفق بود.';
+}
 
 async function load() {
   const { data } = await api.get<FinancialCategoryDto[]>('/treasury/categories');
@@ -35,6 +53,7 @@ async function load() {
 
 async function add() {
   error.value = '';
+  saving.value = true;
   try {
     await api.post('/treasury/categories', {
       name: form.value.name,
@@ -43,66 +62,160 @@ async function add() {
     form.value.name = '';
     await load();
   } catch (e) {
-    error.value = axios.isAxiosError(e)
-      ? String((e.response?.data as { message?: string })?.message ?? 'ثبت ناموفق بود.')
-      : 'ثبت ناموفق بود.';
+    error.value = apiMessage(e);
+  } finally {
+    saving.value = false;
   }
 }
 
+function openEdit(item: FinancialCategoryDto) {
+  edit.value = { id: item.id, name: item.name, isActive: item.isActive };
+  editOpen.value = true;
+}
+
+async function remove(item: FinancialCategoryDto) {
+  error.value = '';
+  try {
+    await api.delete(`/treasury/categories/${item.id}`);
+    await load();
+  } catch (e) {
+    error.value = apiMessage(e);
+  }
+}
+
+function saveEdit() {
+  const name = edit.value.name.trim();
+  if (name.length < 2) {
+    error.value = 'نام دسته‌بندی کوتاه است.';
+    return Promise.reject(new Error('invalid'));
+  }
+  editSaving.value = true;
+  error.value = '';
+  return api
+    .patch(`/treasury/categories/${edit.value.id}`, {
+      name,
+      isActive: edit.value.isActive,
+    })
+    .then(() => load())
+    .catch((e: unknown) => {
+      error.value = apiMessage(e);
+      return Promise.reject(e);
+    })
+    .finally(() => {
+      editSaving.value = false;
+    });
+}
+
 onMounted(() => {
-  void load();
+  void load().catch(() => {
+    error.value = 'بارگذاری ناموفق بود.';
+  });
 });
 </script>
 
 <template>
   <a-flex vertical :gap="16">
-      <a-alert v-if="error" type="error" show-icon :message="error" />
+    <a-alert v-if="error" type="error" show-icon :message="error" />
+    <a-typography-text type="secondary">
+      دسته‌ها فقط برای همین محیط هستند و در فرم درآمد و هزینه نمایش داده می‌شوند.
+    </a-typography-text>
 
-      <a-card :bordered="false">
-        <a-divider orientation="right">افزودن دسته</a-divider>
-        <a-form layout="vertical" :model="form" @finish="add">
-          <a-row :gutter="[16, 0]">
-            <a-col :xs="24" :md="12">
-              <a-form-item
-                label="نام"
-                name="name"
-                :rules="[{ required: true, message: 'نام الزامی است' }]"
+    <a-card :bordered="false">
+      <a-divider orientation="right">دسته جدید</a-divider>
+      <a-form layout="vertical" :model="form" @finish="add">
+        <a-row :gutter="[16, 0]">
+          <a-col :xs="24" :md="12">
+            <a-form-item
+              label="نام"
+              name="name"
+              :rules="[{ required: true, message: 'نام الزامی است' }]"
+            >
+              <a-input v-model:value="form.name" />
+            </a-form-item>
+          </a-col>
+          <a-col :xs="24" :md="8">
+            <a-form-item label="نوع" name="kind" :rules="[{ required: true }]">
+              <a-select show-search option-filter-prop="label" v-model:value="form.kind" style="width: 100%">
+                <a-select-option value="income" label="درآمد">درآمد</a-select-option>
+                <a-select-option value="expense" label="هزینه">هزینه</a-select-option>
+              </a-select>
+            </a-form-item>
+          </a-col>
+          <a-col :xs="24" :md="4">
+            <a-form-item label=" ">
+              <a-button type="primary" html-type="submit" block :loading="saving">افزودن</a-button>
+            </a-form-item>
+          </a-col>
+        </a-row>
+      </a-form>
+
+      <a-divider orientation="right">درآمد</a-divider>
+      <a-empty v-if="!incomeRows.length" description="دسته درآمدی نیست." />
+      <a-list v-else item-layout="horizontal" :data-source="incomeRows">
+        <template #renderItem="{ item }">
+          <a-list-item>
+            <template #actions>
+              <a-tag v-if="!item.isActive">غیرفعال</a-tag>
+              <a-button type="link" @click="openEdit(item)">ویرایش</a-button>
+              <a-popconfirm
+                title="این دسته حذف شود؟ سندهای قبلی بدون دسته می‌مانند."
+                ok-text="حذف"
+                cancel-text="انصراف"
+                :ok-button-props="{ danger: true }"
+                @confirm="remove(item)"
               >
-                <a-input v-model:value="form.name" />
-              </a-form-item>
-            </a-col>
-            <a-col :xs="24" :md="8">
-              <a-form-item label="نوع" name="kind" :rules="[{ required: true }]">
-                <a-select show-search option-filter-prop="label" v-model:value="form.kind" style="width: 100%">
-                  <a-select-option value="income" label="درآمد">درآمد</a-select-option>
-                  <a-select-option value="expense" label="هزینه">هزینه</a-select-option>
-                </a-select>
-              </a-form-item>
-            </a-col>
-            <a-col :xs="24" :md="4">
-              <a-form-item label=" ">
-                <a-button type="primary" html-type="submit" block>افزودن</a-button>
-              </a-form-item>
-            </a-col>
-          </a-row>
-        </a-form>
+                <a-button type="link" danger>حذف</a-button>
+              </a-popconfirm>
+            </template>
+            <a-list-item-meta>
+              <template #title>{{ item.name }}</template>
+            </a-list-item-meta>
+          </a-list-item>
+        </template>
+      </a-list>
 
-        <a-divider orientation="right">فهرست</a-divider>
-        <a-empty v-if="!rows.length" description="دسته‌ای ثبت نشده است." />
-        <a-list v-else item-layout="horizontal" :data-source="rows">
-          <template #renderItem="{ item }">
-            <a-list-item>
-              <template #actions>
-                <a-tag :color="item.kind === 'income' ? 'success' : 'default'">
-                  {{ item.kind === 'income' ? 'درآمد' : 'هزینه' }}
-                </a-tag>
-              </template>
-              <a-list-item-meta>
-                <template #title>{{ item.name }}</template>
-              </a-list-item-meta>
-            </a-list-item>
-          </template>
-        </a-list>
-      </a-card>
+      <a-divider orientation="right">هزینه</a-divider>
+      <a-empty v-if="!expenseRows.length" description="دسته هزینه‌ای نیست." />
+      <a-list v-else item-layout="horizontal" :data-source="expenseRows">
+        <template #renderItem="{ item }">
+          <a-list-item>
+            <template #actions>
+              <a-tag v-if="!item.isActive">غیرفعال</a-tag>
+              <a-button type="link" @click="openEdit(item)">ویرایش</a-button>
+              <a-popconfirm
+                title="این دسته حذف شود؟ سندهای قبلی بدون دسته می‌مانند."
+                ok-text="حذف"
+                cancel-text="انصراف"
+                :ok-button-props="{ danger: true }"
+                @confirm="remove(item)"
+              >
+                <a-button type="link" danger>حذف</a-button>
+              </a-popconfirm>
+            </template>
+            <a-list-item-meta>
+              <template #title>{{ item.name }}</template>
+            </a-list-item-meta>
+          </a-list-item>
+        </template>
+      </a-list>
+    </a-card>
+
+    <a-modal
+      v-model:open="editOpen"
+      title="ویرایش دسته"
+      ok-text="ذخیره"
+      cancel-text="انصراف"
+      :confirm-loading="editSaving"
+      @ok="saveEdit"
+    >
+      <a-form layout="vertical">
+        <a-form-item label="نام" required>
+          <a-input v-model:value="edit.name" />
+        </a-form-item>
+        <a-form-item label="فعال در فرم‌ها">
+          <a-switch v-model:checked="edit.isActive" />
+        </a-form-item>
+      </a-form>
+    </a-modal>
   </a-flex>
 </template>

apps/web/src/views/treasury/TreasuryExpensesView.vue

@@ -56,7 +56,6 @@ const form = ref({
   accountId: '',
   settleAmount: '',
   method: 'transfer',
-  reference: '',
   notes: '',
 });
 const settleMirror = useSettleDefault(form);
@@ -85,10 +84,11 @@ function apiMessage(e: unknown) {
 
 function docLine(item: FinancialDocumentDto) {
   const parts = [
+    item.reference ? `پیگیری ${item.reference}` : '',
     item.partyName || 'بدون طرف حساب',
     statusLabel[item.status] ?? item.status,
     `مانده ${toman(item.remaining)}`,
-  ];
+  ].filter(Boolean);
   if (item.categoryName) parts.push(item.categoryName);
   return parts.join(' · ');
 }
@@ -132,7 +132,7 @@ async function createDoc() {
       error.value = 'برای سایر، مبلغ پرداخت‌شده باید با مبلغ کل یکی باشد.';
       return;
     }
-    await api.post('/treasury/documents', {
+    const { data } = await api.post<FinancialDocumentDto>('/treasury/documents', {
       kind,
       title: form.value.title,
       amount,
@@ -144,7 +144,6 @@ async function createDoc() {
       accountId: form.value.accountId || null,
       settleAmount,
       method: form.value.method,
-      reference: form.value.reference || null,
       notes: form.value.notes || null,
     });
     settleMirror.reset();
@@ -157,10 +156,11 @@ async function createDoc() {
       accountId: '',
       settleAmount: '',
       method: 'transfer',
-      reference: '',
       notes: '',
     };
-    ok.value = 'سند ثبت شد. اگر مبلغ دریافت/پرداخت صفر باشد موجودی حساب تغییر نمی‌کند.';
+    ok.value = data.reference
+      ? `سند ثبت شد. شماره پیگیری: ${data.reference}`
+      : 'سند ثبت شد.';
     await load();
   } catch (e) {
     error.value = apiMessage(e);
@@ -265,11 +265,6 @@ onMounted(() => {
                 </a-select>
               </a-form-item>
             </a-col>
-            <a-col :xs="24" :md="8">
-              <a-form-item label="پیگیری" name="reference">
-                <a-input v-model:value="form.reference" />
-              </a-form-item>
-            </a-col>
           </a-row>
           <a-button type="primary" html-type="submit" :loading="saving">ثبت</a-button>
         </a-form>
@@ -285,7 +280,7 @@ onMounted(() => {
                 <a-input
                   v-model:value="q"
                   allow-clear
-                  placeholder="جستجو…"
+                  placeholder="عنوان یا شماره پیگیری"
                   @press-enter="load"
                   @change="load"
                 />

apps/web/src/views/treasury/TreasuryIncomesView.vue

@@ -15,7 +15,6 @@ import {
   Grid,
   Input as AInput,
   List as AList,
-  Modal as AModal,
   Row as ARow,
   Segmented as ASegmented,
   Select as ASelect,
@@ -34,8 +33,6 @@ import {
   CreditCardOutlined,
   FileTextOutlined,
   InfoCircleOutlined,
-  NumberOutlined,
-  PlusOutlined,
   TagOutlined,
 } from '@ant-design/icons-vue';
 import { api } from '@/lib/api';
@@ -75,9 +72,6 @@ const ok = ref('');
 const saving = ref(false);
 const q = ref('');
 const formTab = ref<'main' | 'extra'>('main');
-const categoryModalOpen = ref(false);
-const newCategoryName = ref('');
-const categorySaving = ref(false);
 const mobileFormRef = ref<FormInstance>();
 
 function emptyForm() {
@@ -90,7 +84,6 @@ function emptyForm() {
     accountId: undefined as string | undefined,
     settleAmount: '',
     method: 'transfer',
-    reference: '',
     notes: '',
     bookedAt: formatLocalDateInput(new Date()),
   };
@@ -146,10 +139,11 @@ function apiMessage(e: unknown) {
 
 function docLine(item: FinancialDocumentDto) {
   const parts = [
+    item.reference ? `پیگیری ${item.reference}` : '',
     item.partyName || 'بدون طرف حساب',
     statusLabel[item.status] ?? item.status,
     `مانده ${toman(item.remaining)}`,
-  ];
+  ].filter(Boolean);
   if (item.categoryName) parts.push(item.categoryName);
   return parts.join(' · ');
 }
@@ -199,7 +193,7 @@ async function createDoc() {
       error.value = 'برای سایر، مبلغ دریافت‌شده باید با مبلغ کل یکی باشد.';
       return;
     }
-    await api.post('/treasury/documents', {
+    const { data } = await api.post<FinancialDocumentDto>('/treasury/documents', {
       kind,
       title: form.value.title,
       amount,
@@ -211,12 +205,13 @@ async function createDoc() {
       accountId: form.value.accountId || null,
       settleAmount,
       method: form.value.method,
-      reference: form.value.reference || null,
       notes: form.value.notes || null,
       bookedAt: form.value.bookedAt || undefined,
     });
     resetForm();
-    ok.value = 'سند ثبت شد. اگر مبلغ دریافت/پرداخت صفر باشد موجودی حساب تغییر نمی‌کند.';
+    ok.value = data.reference
+      ? `سند ثبت شد. شماره پیگیری: ${data.reference}`
+      : 'سند ثبت شد.';
     await load();
   } catch (e) {
     error.value = apiMessage(e);
@@ -245,30 +240,6 @@ async function voidDoc(id: string) {
   }
 }
 
-async function createCategoryQuick() {
-  const name = newCategoryName.value.trim();
-  if (name.length < 2) {
-    error.value = 'نام دسته‌بندی کوتاه است.';
-    return;
-  }
-  categorySaving.value = true;
-  error.value = '';
-  try {
-    const { data } = await api.post<FinancialCategoryDto>('/treasury/categories', {
-      name,
-      kind,
-    });
-    await load();
-    form.value.categoryId = data.id;
-    newCategoryName.value = '';
-    categoryModalOpen.value = false;
-  } catch (e) {
-    error.value = apiMessage(e);
-  } finally {
-    categorySaving.value = false;
-  }
-}
-
 onMounted(() => {
   void load().catch(() => {
     error.value = 'بارگذاری ناموفق بود.';
@@ -425,21 +396,16 @@ onMounted(() => {
                     <span>دسته‌بندی درآمد</span>
                   </a-space>
                 </template>
-                <a-flex :gap="8">
-                  <a-select show-search option-filter-prop="label"
-                    v-model:value="form.categoryId"
-                    allow-clear
-                    placeholder="انتخاب دسته"
-                    style="flex: 1; min-width: 0"
-                  >
-                    <a-select-option v-for="cat in categories" :key="cat.id" :value="cat.id" :label="cat.name">
-                      {{ cat.name }}
-                    </a-select-option>
-                  </a-select>
-                  <a-button type="primary" ghost @click="categoryModalOpen = true">
-                    <template #icon><PlusOutlined /></template>
-                  </a-button>
-                </a-flex>
+                <a-select show-search option-filter-prop="label"
+                  v-model:value="form.categoryId"
+                  allow-clear
+                  placeholder="انتخاب دسته"
+                  style="width: 100%"
+                >
+                  <a-select-option v-for="cat in categories" :key="cat.id" :value="cat.id" :label="cat.name">
+                    {{ cat.name }}
+                  </a-select-option>
+                </a-select>
               </a-form-item>
 
               <a-row :gutter="[12, 0]">
@@ -530,12 +496,6 @@ onMounted(() => {
             </div>
 
             <div v-show="formTab === 'extra'">
-              <a-form-item label="شماره پیگیری" name="reference">
-                <a-input v-model:value="form.reference" placeholder="شماره پیگیری بانکی یا مرجع">
-                  <template #prefix><NumberOutlined /></template>
-                </a-input>
-              </a-form-item>
-
               <a-form-item label="توضیحات" name="notes">
                 <a-textarea
                   v-model:value="form.notes"
@@ -556,7 +516,7 @@ onMounted(() => {
               <a-input
                 v-model:value="q"
                 allow-clear
-                placeholder="جستجو…"
+                placeholder="عنوان یا شماره پیگیری"
                 @press-enter="load"
                 @change="load"
               />
@@ -709,11 +669,6 @@ onMounted(() => {
                   <JalaliDateInput v-model="form.bookedAt" />
                 </a-form-item>
               </a-col>
-              <a-col :xs="24" :md="8">
-                <a-form-item label="پیگیری" name="reference">
-                  <a-input v-model:value="form.reference" />
-                </a-form-item>
-              </a-col>
               <a-col :xs="24" :md="16">
                 <a-form-item label="توضیحات" name="notes">
                   <a-input v-model:value="form.notes" />
@@ -733,7 +688,7 @@ onMounted(() => {
                   <a-input
                     v-model:value="q"
                     allow-clear
-                    placeholder="جستجو…"
+                    placeholder="عنوان یا شماره پیگیری"
                     @press-enter="load"
                     @change="load"
                   />
@@ -768,23 +723,5 @@ onMounted(() => {
       </a-flex>
     </template>
 
-    <a-modal
-      v-model:open="categoryModalOpen"
-      title="دسته جدید"
-      ok-text="افزودن"
-      cancel-text="انصراف"
-      :confirm-loading="categorySaving"
-      @ok="createCategoryQuick"
-    >
-      <a-form layout="vertical">
-        <a-form-item label="نام دسته" required>
-          <a-input
-            v-model:value="newCategoryName"
-            placeholder="مثلاً: فروش خدمات"
-            @press-enter="createCategoryQuick"
-          />
-        </a-form-item>
-      </a-form>
-    </a-modal>
   </div>
 </template>

packages/shared/src/index.ts

@@ -843,7 +843,7 @@ export const ROLE_PERMISSION_ITEMS: Array<{
   { key: "treasury_recurring", label: "مالی — تکرارشونده" },
   { key: "treasury_reports", label: "مالی — گزارش" },
   { key: "treasury_audit", label: "مالی — سوابق" },
-  { key: "treasury_categories", label: "مالی — دسته‌بندی‌ها" },
+  { key: "treasury_categories", label: "مالی — دسته‌بندی" },
   { key: "behavior", label: "شخصیت‌شناسی و دستیار فروش" },
 ];