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/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>