Deals Excel import/export aligned with Didar: browser-side import, new deal fields (code, probability, closedAt, creator, lostNote, referrer), Didar custom fields

apps/web/src/views/DealFormView.vue

@@ -96,6 +96,14 @@ const pipelineId = ref('');
 const ownerId = ref('');
 const selectedAssigneeIds = ref<string[]>([]);
 const lostReason = ref('');
+const lostNote = ref('');
+const dealCode = ref('');
+const probability = ref('');
+const sourceDetail = ref('');
+const referrer = ref('');
+const closedAt = ref('');
+const createdByName = ref('');
+const sourceRef = ref('');
 const status = ref('');
 const customFields = ref<Record<string, unknown>>({});
 const lines = ref<LineDraft[]>([]);
@@ -251,6 +259,14 @@ async function load() {
       ownerId.value = data.owner?.id ?? auth.user?.id ?? '';
       selectedAssigneeIds.value = (data.assignees ?? []).map((a) => a.id);
       lostReason.value = data.lostReason ?? '';
+      lostNote.value = data.lostNote ?? '';
+      dealCode.value = data.code ?? '';
+      probability.value = data.probability == null ? '' : String(data.probability);
+      sourceDetail.value = data.sourceDetail ?? '';
+      referrer.value = data.referrer ?? '';
+      closedAt.value = data.closedAt ? data.closedAt.slice(0, 10) : '';
+      createdByName.value = data.createdBy?.fullName ?? '';
+      sourceRef.value = data.importSource === 'didar' && data.sourceRef ? data.sourceRef : '';
       status.value = data.status;
       customFields.value = { ...(data.customFields ?? {}) };
       lines.value = (data.lineItems ?? []).map((item) => ({
@@ -302,6 +318,10 @@ function payload(): CreateDealRequest {
           ? null
           : Number(amount.value),
     source: source.value || undefined,
+    sourceDetail: sourceDetail.value.trim() || null,
+    referrer: referrer.value.trim() || null,
+    code: dealCode.value.trim() || null,
+    probability: probability.value === '' ? null : Number(probability.value),
     notes: notes.value || undefined,
     tags: parseTags(tagsRaw.value),
     isStale: health.value === 'stale',
@@ -374,6 +394,8 @@ async function submit() {
       await api.patch(`/deals/${id.value}`, {
         ...payload(),
         lostReason: lostReason.value || null,
+        lostNote: lostNote.value.trim() || null,
+        closedAt: closedAt.value || null,
       });
       if (stageId.value) {
         await api.patch(`/deals/${id.value}/move`, { stageId: stageId.value });
@@ -679,13 +701,43 @@ onMounted(load);
                 <UiInput v-model="source" placeholder="مثال: وب‌سایت، معرفی، نمایشگاه…" />
               </UiField>
 
+              <UiField label="شیوه آشنایی دلخواه">
+                <UiInput v-model="sourceDetail" placeholder="توضیح آزاد" />
+              </UiField>
+
+              <UiField label="معرف">
+                <UiInput v-model="referrer" placeholder="نام معرف" />
+              </UiField>
+
+              <UiField label="کد دستی معامله">
+                <UiInput v-model="dealCode" />
+              </UiField>
+
+              <UiField label="احتمال موفقیت (درصد)">
+                <UiInput v-model="probability" type="number" min="0" max="100" />
+              </UiField>
+
               <UiField label="برچسب‌ها">
                 <UiInput v-model="tagsRaw" placeholder="سازمانی، فوری (با کاما جدا کنید)" />
               </UiField>
 
+              <UiField v-if="!isNew" label="تاریخ انجام معامله">
+                <JalaliDateInput v-model="closedAt" placeholder="انتخاب تاریخ" />
+              </UiField>
+
               <UiField v-if="!isNew" label="دلیل شکست (در صورت باخت معامله)" class="crm-col-span-full">
                 <UiInput id="lostReason" v-model="lostReason" placeholder="علت از دست رفتن معامله را بنویسید…" />
               </UiField>
+
+              <UiField v-if="!isNew" label="یادداشت شکست" class="crm-col-span-full">
+                <UiInput v-model="lostNote" />
+              </UiField>
+
+              <p v-if="!isNew && (createdByName || sourceRef)" class="hint crm-col-span-full">
+                <span v-if="createdByName">ثبت‌کننده: {{ createdByName }}</span>
+                <span v-if="createdByName && sourceRef"> · </span>
+                <span v-if="sourceRef">کد دیدار: {{ toFaDigits(sourceRef) }}</span>
+              </p>
             </div>
 
             <!-- بخش محصولات / خدمات -->

apps/web/src/views/PipelineBoardView.vue

@@ -24,7 +24,22 @@ import UiModal from '@/components/ui/UiModal.vue';
 import DealFormView from '@/views/DealFormView.vue';
 import SavedFiltersBar from '@/components/SavedFiltersBar.vue';
 import type { ImportContactsResult, PipelineBoardDto, PipelineDto } from '@mento/shared';
-import { brand } from '@mento/shared';
+import {
+  DEAL_EXCEL_ALIASES,
+  DEAL_EXCEL_COLUMNS,
+  EXCEL_CUSTOM_FIELD_PREFIX,
+  brand,
+} from '@mento/shared';
+
+const dealExcelFields = DEAL_EXCEL_COLUMNS.filter((c) => c.key !== '_type').map((c) => ({
+  key: c.key,
+  label: c.header,
+  required: c.key === 'title',
+}));
+const dealClientReadOptions = {
+  rawValues: true,
+  customFieldPrefix: EXCEL_CUSTOM_FIELD_PREFIX,
+};
 import { useAuthStore } from '@/stores/auth';
 import { canManageSettings } from '@/lib/roles';
 
@@ -506,6 +521,10 @@ defineExpose({ updateDealStage: applyUpdateDealStage });
         <ExcelImportFlow
           preview-path="/deals/import/preview"
           import-path="/deals/import"
+          rows-import-path="/deals/import/rows"
+          :client-aliases="DEAL_EXCEL_ALIASES"
+          :client-fields="dealExcelFields"
+          :client-read-options="dealClientReadOptions"
           :disabled="loading || busy"
           @start="onImportStart"
           @done="onImportDone"