feat: customer groups for people and companies with tahesab group sync and bulk register

Multiple groups per contact, legacy group text migrated, excel import/export, contacts filter and column, richer create-in-tahesab, match-first bulk export

apps/api/src/integrations/tahesab/dto.ts

@@ -1,4 +1,5 @@
 import {
+  ArrayMaxSize,
   IsArray,
   IsBoolean,
   IsIn,
@@ -176,6 +177,35 @@ export class ImportBulkFromTahesabDto {
   pageSize?: number;
 }
 
+export class SyncGroupsPageDto {
+  @IsString()
+  connectionId!: string;
+
+  @IsOptional()
+  @Type(() => Number)
+  @IsInt()
+  @Min(1)
+  page?: number;
+
+  @IsOptional()
+  @Type(() => Number)
+  @IsInt()
+  @Min(100)
+  @Max(2000)
+  pageSize?: number;
+}
+
+export class ExportPeopleToTahesabDto {
+  @IsString()
+  connectionId!: string;
+
+  /** هر درخواست چند نفر؛ هر نفر چند تماس با ته‌حساب دارد */
+  @IsArray()
+  @ArrayMaxSize(25)
+  @IsString({ each: true })
+  personIds!: string[];
+}
+
 export class SearchTahesabDto {
   @IsString()
   connectionId!: string;

apps/api/src/integrations/tahesab/person-link.service.ts

@@ -12,13 +12,16 @@ import { carryPreviousSource } from '../../contacts/person-source';
 import { TahesabConnectionsService } from './connections.service';
 import {
   CreateInTahesabDto,
+  ExportPeopleToTahesabDto,
   ImportBulkFromTahesabDto,
   ImportFromTahesabDto,
   ManualLinkDto,
   MatchPersonDto,
   SearchTahesabDto,
+  SyncGroupsPageDto,
 } from './dto';
-import { parseBirthDate } from '../../common/excel';
+import { formatJalaliDate, parseBirthDate } from '../../common/excel';
+import { CustomerGroupsService } from '../../customer-groups/customer-groups.service';
 import { normalizeIranMobile, SanadBuilders, type TahesabApi } from './tahesab-methods';
 
 /** اندازهٔ هر صفحهٔ «همه» (بازهٔ کد) — امن برای پروکسی/nginx */
@@ -71,6 +74,23 @@ function pickBirthDate(row: Record<string, unknown>): Date | null {
   return parseBirthDate(String(raw));
 }
 
+function firstAddress(raw: unknown): string | undefined {
+  if (!Array.isArray(raw)) return undefined;
+  const first = raw.find((a) => typeof a === 'string' && a.trim());
+  return typeof first === 'string' ? first.trim() : undefined;
+}
+
+/** گروه مشتری در ته‌حساب (فیلد نام در پاسخ ته‌حساب «GoroupName» غلط‌املایی دارد) */
+function pickGroup(row: Record<string, unknown>): { gid: string | null; name: string } | null {
+  const rawGid = row.GID ?? row.Gid ?? row.GroupID ?? row.GroupId;
+  const rawName = row.GoroupName ?? row.GroupName ?? row.Group_Name ?? row.Goroup;
+  if (rawGid == null && rawName == null) return null;
+  const gid = rawGid == null ? null : String(rawGid).trim() || null;
+  const name = rawName == null ? '' : String(rawName).trim();
+  if (!gid && !name) return null;
+  return { gid, name };
+}
+
 @Injectable()
 export class TahesabPersonLinkService {
   private readonly logger = new Logger(TahesabPersonLinkService.name);
@@ -78,8 +98,37 @@ export class TahesabPersonLinkService {
   constructor(
     private readonly prisma: PrismaService,
     private readonly connections: TahesabConnectionsService,
+    private readonly groups: CustomerGroupsService,
   ) {}
 
+  /**
+   * گروه ته‌حساب روی شخص: فقط گروهِ آمده از ته‌حساب عوض می‌شود و گروه‌های دستی می‌مانند.
+   * @returns آیا گروه شخص عوض شد
+   */
+  private async applyTahesabGroup(
+    organizationId: string,
+    connectionId: string,
+    personId: string,
+    row: Record<string, unknown> | undefined,
+  ): Promise<boolean> {
+    const group = row ? pickGroup(row) : null;
+    if (!group) return false;
+    try {
+      const groupId = await this.groups.ensureTahesabGroup(
+        organizationId,
+        connectionId,
+        group.gid,
+        group.name,
+      );
+      return await this.groups.setPersonTahesabGroup(personId, groupId);
+    } catch (err) {
+      this.logger.warn(
+        `گروه ته‌حساب برای شخص ${personId} ثبت نشد: ${err instanceof Error ? err.message : err}`,
+      );
+      return false;
+    }
+  }
+
   private async getPerson(organizationId: string, personId: string) {
     const person = await this.prisma.person.findFirst({
       where: { id: personId, organizationId },
@@ -305,10 +354,17 @@ export class TahesabPersonLinkService {
       person.mobile ??
       person.phone ??
       '';
+    const extra = (person.customFields ?? {}) as Record<string, unknown>;
+    const nationalId = typeof extra.nationalId === 'string' ? extra.nationalId.trim() : '';
+    const groupName =
+      dto.groupName?.trim() || (await this.groups.firstGroupName(personId)) || 'CRM';
     const args = SanadBuilders.newMoshtari({
       name: `${person.firstName} ${person.lastName}`.trim(),
-      groupName: dto.groupName ?? 'CRM',
+      groupName,
       tel,
+      address: firstAddress(person.addresses),
+      codeMeli: nationalId || undefined,
+      tarikhTavalod: person.birthDate ? formatJalaliDate(person.birthDate) : undefined,
       jensFelez: dto.jensFelez ?? 0,
     });
     const res = await api.doNewMoshtari(args);
@@ -628,6 +684,7 @@ export class TahesabPersonLinkService {
         connection: { select: { label: true, dbName: true, isDefault: true } },
       },
     });
+    await this.applyTahesabGroup(organizationId, dto.connectionId, personId, row);
 
     await this.prisma.accountingSyncJob.create({
       data: {
@@ -645,6 +702,7 @@ export class TahesabPersonLinkService {
 
   async importBulk(organizationId: string, dto: ImportBulkFromTahesabDto) {
     let codes = (dto.moshtariCodes ?? []).filter((n) => Number.isFinite(n) && n >= 1);
+    const rowsByCode = new Map<number, Record<string, unknown>>();
 
     if (dto.listAll) {
       const { api } = await this.connections.getApi(
@@ -656,10 +714,11 @@ export class TahesabPersonLinkService {
         dto.page ?? 1,
         dto.pageSize,
       );
-      const listedCodes = listed.rows
-        .map((row) => pickCode(row))
-        .filter((c): c is number => c != null);
-      codes = [...new Set([...codes, ...listedCodes])];
+      for (const row of listed.rows) {
+        const code = pickCode(row);
+        if (code != null) rowsByCode.set(code, row);
+      }
+      codes = [...new Set([...codes, ...rowsByCode.keys()])];
     } else if (dto.fromCode != null && dto.toCode != null) {
       if (dto.toCode < dto.fromCode) {
         throw new BadRequestException('کد پایان باید بزرگ‌تر یا مساوی کد شروع باشد.');
@@ -674,10 +733,11 @@ export class TahesabPersonLinkService {
         dto.connectionId,
       );
       const raw = await api.doListMoshtariByCode(dto.fromCode, dto.toCode);
-      const listed = asMoshtariList(raw)
-        .map((row) => pickCode(row))
-        .filter((c): c is number => c != null);
-      codes = [...new Set([...codes, ...listed])];
+      for (const row of asMoshtariList(raw)) {
+        const code = pickCode(row);
+        if (code != null) rowsByCode.set(code, row);
+      }
+      codes = [...new Set([...codes, ...rowsByCode.keys()])];
     }
 
     if (!codes.length) {
@@ -708,11 +768,13 @@ export class TahesabPersonLinkService {
     const pending = codes.filter((c) => !linkedByCode.has(c));
 
     let bulkApi: TahesabApi | undefined;
-    const rowsByCode = new Map<number, Record<string, unknown>>();
+    const missingRows = pending.filter((c) => !rowsByCode.has(c));
     if (pending.length) {
       bulkApi = (await this.connections.getApi(organizationId, dto.connectionId)).api;
-      const minCode = Math.min(...pending);
-      const maxCode = Math.max(...pending);
+    }
+    if (bulkApi && missingRows.length) {
+      const minCode = Math.min(...missingRows);
+      const maxCode = Math.max(...missingRows);
       if (maxCode - minCode <= 2000) {
         try {
           const raw = await bulkApi.doListMoshtariByCode(minCode, maxCode);
@@ -737,6 +799,12 @@ export class TahesabPersonLinkService {
               data: { birthDate },
             });
           }
+          await this.applyTahesabGroup(
+            organizationId,
+            dto.connectionId,
+            linkedPersonId,
+            rowsByCode.get(moshtariCode),
+          );
           items.push({
             moshtariCode,
             ok: true,
@@ -776,6 +844,146 @@ export class TahesabPersonLinkService {
     return { imported, skipped, failed, items };
   }
 
+  /** یک صفحه (بازهٔ کد) از ته‌حساب: گروه مشتری‌های لینک‌شده به‌روز می‌شود */
+  async syncGroupsPage(organizationId: string, dto: SyncGroupsPageDto) {
+    const { api } = await this.connections.getApi(organizationId, dto.connectionId);
+    const listed = await this.listMoshtariPage(api, dto.page ?? 1, dto.pageSize);
+    const rowsByCode = new Map<number, Record<string, unknown>>();
+    for (const row of listed.rows) {
+      const code = pickCode(row);
+      if (code != null) rowsByCode.set(code, row);
+    }
+    const links = rowsByCode.size
+      ? await this.prisma.personAccountingLink.findMany({
+          where: { connectionId: dto.connectionId, moshtariCode: { in: [...rowsByCode.keys()] } },
+          select: { moshtariCode: true, personId: true },
+        })
+      : [];
+    let updated = 0;
+    for (const link of links) {
+      const changed = await this.applyTahesabGroup(
+        organizationId,
+        dto.connectionId,
+        link.personId,
+        rowsByCode.get(link.moshtariCode),
+      );
+      if (changed) updated += 1;
+    }
+    return {
+      page: listed.page,
+      fromCode: listed.fromCode,
+      toCode: listed.toCode,
+      rows: listed.rows.length,
+      linked: links.length,
+      updated,
+    };
+  }
+
+  /** اشخاصی که روی این اتصال به ته‌حساب لینک نیستند */
+  async unlinkedPeople(organizationId: string, connectionId: string) {
+    await this.connections.getOrThrow(organizationId, connectionId);
+    const rows = await this.prisma.person.findMany({
+      where: { organizationId, accountingLinks: { none: { connectionId } } },
+      select: { id: true },
+      orderBy: { createdAt: 'asc' },
+    });
+    return { ids: rows.map((r) => r.id), total: rows.length };
+  }
+
+  /**
+   * ثبت گروهی در ته‌حساب: برای هر نفر اول تطبیق (موبایل، بعد نام)؛
+   * تطبیق یکتا → لینک، چند نتیجه → رد می‌شود تا دستی بررسی شود، بدون نتیجه → ساخت مشتری.
+   */
+  async exportPeople(organizationId: string, dto: ExportPeopleToTahesabDto) {
+    await this.connections.getOrThrow(organizationId, dto.connectionId);
+    const ids = [...new Set(dto.personIds)];
+    const people = await this.prisma.person.findMany({
+      where: { organizationId, id: { in: ids } },
+      select: {
+        id: true,
+        firstName: true,
+        lastName: true,
+        accountingLinks: {
+          where: { connectionId: dto.connectionId },
+          select: { moshtariCode: true },
+        },
+      },
+    });
+    const byId = new Map(people.map((p) => [p.id, p]));
+
+    const items: Array<{
+      personId: string;
+      name: string;
+      status: 'matched' | 'created' | 'ambiguous' | 'skipped' | 'error';
+      moshtariCode?: number;
+      error?: string;
+    }> = [];
+
+    for (const personId of ids) {
+      const person = byId.get(personId);
+      if (!person) {
+        items.push({ personId, name: '', status: 'error', error: 'شخص یافت نشد.' });
+        continue;
+      }
+      const name = `${person.firstName} ${person.lastName}`.trim();
+      const existing = person.accountingLinks[0];
+      if (existing) {
+        items.push({ personId, name, status: 'skipped', moshtariCode: existing.moshtariCode });
+        continue;
+      }
+      try {
+        const matched = await this.match(organizationId, personId, {
+          connectionId: dto.connectionId,
+          autoLinkIfUnique: true,
+        });
+        if (matched.status === 'linked' && matched.link) {
+          items.push({
+            personId,
+            name,
+            status: 'matched',
+            moshtariCode: matched.link.moshtariCode,
+          });
+        } else if (matched.status === 'none') {
+          const link = await this.createInTahesab(organizationId, personId, {
+            connectionId: dto.connectionId,
+          });
+          items.push({ personId, name, status: 'created', moshtariCode: link.moshtariCode });
+        } else {
+          items.push({ personId, name, status: 'ambiguous' });
+        }
+      } catch (e) {
+        items.push({
+          personId,
+          name,
+          status: 'error',
+          error: e instanceof Error ? e.message : 'ثبت ناموفق بود',
+        });
+      }
+    }
+
+    const count = (s: (typeof items)[number]['status']) =>
+      items.filter((i) => i.status === s).length;
+    const summary = {
+      matched: count('matched'),
+      created: count('created'),
+      ambiguous: count('ambiguous'),
+      skipped: count('skipped'),
+      failed: count('error'),
+    };
+    await this.prisma.accountingSyncJob.create({
+      data: {
+        organizationId,
+        connectionId: dto.connectionId,
+        kind: 'export',
+        status: summary.failed && !summary.matched && !summary.created ? 'error' : 'success',
+        request: { count: ids.length } as Prisma.InputJsonValue,
+        result: summary as Prisma.InputJsonValue,
+      },
+    });
+
+    return { ...summary, items };
+  }
+
   /** مشتری‌های قبلاً لینک‌شده که تاریخ تولد ندارند را از فهرست ته‌حساب پر می‌کند. */
   async fillMissingBirthDates() {
     const connections = await this.prisma.accountingConnection.findMany({

apps/api/src/integrations/tahesab/tahesab.controller.ts

@@ -21,6 +21,7 @@ import { TahesabDocumentsService } from './documents.service';
 import {
   CreateInTahesabDto,
   CreateTahesabConnectionDto,
+  ExportPeopleToTahesabDto,
   ImportBulkFromTahesabDto,
   ImportBulkProductsFromTahesabDto,
   ImportFromTahesabDto,
@@ -30,6 +31,7 @@ import {
   PushSanadDto,
   SearchTahesabDto,
   SearchTahesabProductsDto,
+  SyncGroupsPageDto,
   UpdateTahesabConnectionDto,
 } from './dto';
 
@@ -216,6 +218,33 @@ export class TahesabController {
     return this.links.importBulk(user.organizationId, dto);
   }
 
+  @Post('sync/groups')
+  @Roles('owner', 'admin')
+  syncGroups(
+    @CurrentUser() user: { organizationId: string },
+    @Body() dto: SyncGroupsPageDto,
+  ) {
+    return this.links.syncGroupsPage(user.organizationId, dto);
+  }
+
+  @Get('sync/unlinked-people')
+  @Roles('owner', 'admin')
+  unlinkedPeople(
+    @CurrentUser() user: { organizationId: string },
+    @Query('connectionId') connectionId: string,
+  ) {
+    return this.links.unlinkedPeople(user.organizationId, connectionId);
+  }
+
+  @Post('sync/export-people')
+  @Roles('owner', 'admin')
+  exportPeople(
+    @CurrentUser() user: { organizationId: string },
+    @Body() dto: ExportPeopleToTahesabDto,
+  ) {
+    return this.links.exportPeople(user.organizationId, dto);
+  }
+
   @Post('sync/products/search')
   @Roles('owner', 'admin', 'sales')
   searchProducts(

apps/api/src/integrations/tahesab/tahesab.module.ts

@@ -11,9 +11,10 @@ import { TahesabProductLinkService } from './product-link.service';
 import { TahesabBalanceService } from './balance.service';
 import { TahesabDocumentsService } from './documents.service';
 import { TahesabController } from './tahesab.controller';
+import { CustomerGroupsModule } from '../../customer-groups/customer-groups.module';
 
 @Module({
-  imports: [AuthModule],
+  imports: [AuthModule, CustomerGroupsModule],
   controllers: [TahesabController],
   providers: [
     TahesabCryptoService,