feat(tahesab): net sales by factor, group, and commission

Report weight after returns for the selected period, with parent customer groups and separate silver and investment commission.

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

apps/api/package.json

@@ -12,7 +12,7 @@
     "prisma:seed": "tsx prisma/seed.ts",
     "lint": "echo \"api lint placeholder\"",
     "typecheck": "tsc --noEmit -p tsconfig.json && tsc --noEmit -p test/tsconfig.json",
-    "test": "tsx --test test/tahesab-methods.test.ts test/dates.test.ts test/birthdays.test.ts test/message-automation.test.ts test/record-scope.test.ts test/gamification-engine.test.ts test/automation-branches.test.ts test/pipeline-merge.test.ts test/ask-count.test.ts test/prior-archive.test.ts test/organizations.test.ts test/promote-from-prior.test.ts test/behavior.test.ts test/attendance-time.test.ts"
+    "test": "tsx --test test/tahesab-methods.test.ts test/dates.test.ts test/birthdays.test.ts test/message-automation.test.ts test/record-scope.test.ts test/gamification-engine.test.ts test/automation-branches.test.ts test/pipeline-merge.test.ts test/ask-count.test.ts test/prior-archive.test.ts test/organizations.test.ts test/promote-from-prior.test.ts test/behavior.test.ts test/attendance-time.test.ts test/sales-factors.test.ts"
   },
   "dependencies": {
     "@mento/shared": "*",

apps/api/prisma/migrations/20261026120000_sales_report_factors/migration.sql

@@ -0,0 +1,14 @@
+ALTER TABLE "CustomerGroup" ADD COLUMN IF NOT EXISTS "parentId" TEXT;
+CREATE INDEX IF NOT EXISTS "CustomerGroup_parentId_idx" ON "CustomerGroup"("parentId");
+DO $$ BEGIN
+  ALTER TABLE "CustomerGroup"
+    ADD CONSTRAINT "CustomerGroup_parentId_fkey"
+    FOREIGN KEY ("parentId") REFERENCES "CustomerGroup"("id")
+    ON DELETE SET NULL ON UPDATE CASCADE;
+EXCEPTION
+  WHEN duplicate_object THEN NULL;
+END $$;
+
+ALTER TABLE "AccountingAsnadLine" ADD COLUMN IF NOT EXISTS "darsad" DOUBLE PRECISION;
+ALTER TABLE "AccountingAsnadLine" ADD COLUMN IF NOT EXISTS "darsadTalayee" DOUBLE PRECISION;
+ALTER TABLE "AccountingAsnadLine" ADD COLUMN IF NOT EXISTS "maliatDarsad" DOUBLE PRECISION;

apps/api/prisma/schema.prisma

@@ -527,6 +527,10 @@ model CustomerGroup {
   /// گروه متناظر در ته‌حساب (GID) روی همان اتصال
   tahesabConnectionId String?
   tahesabGid          String?
+  /// گروه اصلی؛ فقط یک سطح (اصلی / فرعی)
+  parentId            String?
+  parent              CustomerGroup?     @relation("CustomerGroupTree", fields: [parentId], references: [id], onDelete: SetNull)
+  children            CustomerGroup[]    @relation("CustomerGroupTree")
   people              PersonGroupLink[]
   companies           CompanyGroupLink[]
   createdAt           DateTime           @default(now())
@@ -535,6 +539,7 @@ model CustomerGroup {
   @@unique([organizationId, name])
   @@index([organizationId, position])
   @@index([tahesabConnectionId, tahesabGid])
+  @@index([parentId])
 }
 
 model PersonGroupLink {
@@ -1879,6 +1884,10 @@ model AccountingAsnadLine {
   mali           Float?
   count          Float?
   ayar           Float?
+  /// درصد اجرت سند ته‌حساب؛ بعد از همگام‌سازی پر می‌شود
+  darsad         Float?
+  darsadTalayee  Float?
+  maliatDarsad   Float?
   mazaneh        Float?
   fi             Float?
   sharh1         String?

apps/api/src/customer-groups/customer-groups.controller.ts

@@ -38,6 +38,11 @@ class UpdateCustomerGroupDto {
   @IsOptional()
   @IsIn([...CUSTOMER_GROUP_COLORS])
   color?: CustomerGroupColor;
+
+  /** null گروه را اصلی می‌کند */
+  @IsOptional()
+  @IsString()
+  parentId?: string | null;
 }
 
 @Controller('customer-groups')

apps/api/src/customer-groups/customer-groups.service.ts

@@ -48,7 +48,10 @@ export class CustomerGroupsService {
     const rows = await this.prisma.customerGroup.findMany({
       where: { organizationId },
       orderBy: [{ position: 'asc' }, { name: 'asc' }],
-      include: { _count: { select: { people: true, companies: true } } },
+      include: {
+        _count: { select: { people: true, companies: true } },
+        parent: { select: { name: true } },
+      },
     });
     return rows.map((r) => ({
       id: r.id,
@@ -58,6 +61,8 @@ export class CustomerGroupsService {
       fromTahesab: Boolean(r.tahesabGid),
       personCount: r._count.people,
       companyCount: r._count.companies,
+      parentId: r.parentId,
+      parentName: r.parent?.name ?? null,
     }));
   }
 
@@ -88,15 +93,21 @@ export class CustomerGroupsService {
   async update(
     organizationId: string,
     id: string,
-    dto: { name?: string; color?: CustomerGroupColor },
+    dto: { name?: string; color?: CustomerGroupColor; parentId?: string | null },
   ): Promise<CustomerGroupDto> {
     await this.require(organizationId, id);
+    const parentId =
+      dto.parentId === undefined ? undefined : dto.parentId?.trim() || null;
+    if (parentId !== undefined) {
+      await this.assertParent(organizationId, id, parentId);
+    }
     try {
       await this.prisma.customerGroup.update({
         where: { id },
         data: {
           ...(dto.name != null ? { name: this.cleanName(dto.name) } : {}),
           ...(dto.color != null ? { color: this.cleanColor(dto.color) } : {}),
+          ...(parentId !== undefined ? { parentId } : {}),
         },
       });
     } catch (e) {
@@ -105,6 +116,32 @@ export class CustomerGroupsService {
     return (await this.list(organizationId)).find((g) => g.id === id)!;
   }
 
+  /** فقط یک سطح: گروه اصلی خودش زیرگروه نیست و گروه فرعی زیرگروه ندارد. */
+  private async assertParent(
+    organizationId: string,
+    id: string,
+    parentId: string | null,
+  ) {
+    if (parentId == null) return;
+    if (parentId === id) {
+      throw new BadRequestException('گروه نمی‌تواند زیرمجموعهٔ خودش باشد.');
+    }
+    const parent = await this.prisma.customerGroup.findFirst({
+      where: { id: parentId, organizationId },
+      select: { id: true, parentId: true },
+    });
+    if (!parent) throw new NotFoundException('گروه اصلی پیدا نشد.');
+    if (parent.parentId) {
+      throw new BadRequestException('فقط یک سطح گروه اصلی و فرعی ممکن است.');
+    }
+    const childCount = await this.prisma.customerGroup.count({
+      where: { organizationId, parentId: id },
+    });
+    if (childCount > 0) {
+      throw new BadRequestException('این گروه خودش زیرگروه دارد و نمی‌تواند فرعی شود.');
+    }
+  }
+
   /** مشتری‌ها حذف نمی‌شوند؛ فقط این گروه از رویشان برداشته می‌شود */
   async remove(organizationId: string, id: string): Promise<void> {
     await this.require(organizationId, id);

apps/api/src/integrations/tahesab/asnad-report.service.ts

@@ -6,20 +6,37 @@ import {
 import { Prisma } from '@prisma/client';
 import type {
   CustomerGroupSummaryDto,
+  SalesExpertOverviewDto,
+  SalesFactorOverviewDto,
+  SalesGroupOverviewDto,
+  SalesInternetOverviewDto,
+  SalesNamedMovementDto,
   TahesabAsnadKind,
   TahesabAsnadLineDto,
   TahesabAsnadReportPageDto,
   TahesabAsnadSummaryDto,
   TahesabAsnadSyncJobDto,
+  TahesabSalesOverviewDto,
 } from '@mento/shared';
 import {
   TAHESAB_ASNAD_KIND_LABELS,
   TAHESAB_JENS_FELEZ_LABELS,
 } from '@mento/shared';
 import { PrismaService } from '../../prisma/prisma.service';
+import { toGregorian } from '../../common/jalali';
 import { TahesabConnectionsService } from './connections.service';
+import {
+  SALES_FACTOR_KEYS,
+  SALES_FACTOR_LABELS,
+  classifyDirection,
+  classifyFactor,
+  combinedPercent,
+  movementStats,
+  positiveAmount,
+  type SalesDoc,
+} from './sales-factors';
 
-const ASNAD_COUNT_LAST = 200;
+const ASNAD_COUNT_LAST = 5000;
 const SYNC_CONCURRENCY = 3;
 const ASNAD_KINDS = new Set<string>(['sale', 'return', 'purchase', 'other']);
 
@@ -307,6 +324,11 @@ export class TahesabAsnadReportService {
                   mali: pickNum(item.Mali),
                   count: pickNum(item.Count),
                   ayar: pickNum(item.Ayar),
+                  darsad: pickNum(item.Darsad ?? item.darsad),
+                  darsadTalayee: pickNum(
+                    item.Darsad_Talayee ?? item.DarsadTalayee ?? item.darsadTalayee,
+                  ),
+                  maliatDarsad: pickNum(item.MaliatDarsad ?? item.Maliat_Darsad),
                   mazaneh: pickNum(item.Mazaneh),
                   fi: pickNum(item.Fi),
                   sharh1: pickStr(item.Sharh1),
@@ -383,11 +405,12 @@ export class TahesabAsnadReportService {
       where.jensFelez = params.jensFelez;
     }
     if (params.groupIds?.length) {
+      const groupIds = await this.expandGroupIds(params.organizationId, params.groupIds);
       where.personId = {
         in: (
           await this.prisma.personGroupLink.findMany({
             where: {
-              groupId: { in: params.groupIds },
+              groupId: { in: groupIds },
               person: { organizationId: params.organizationId },
             },
             select: { personId: true },
@@ -614,4 +637,477 @@ export class TahesabAsnadReportService {
       lastSyncedAt: lastSyncedAt?.toISOString() ?? null,
     };
   }
+
+  /** گروه اصلی، زیرگروه‌ها را هم داخل فیلتر می‌آورد. */
+  private async expandGroupIds(organizationId: string, ids: string[]): Promise<string[]> {
+    const rows = await this.prisma.customerGroup.findMany({
+      where: { organizationId },
+      select: { id: true, parentId: true },
+    });
+    const children = new Map<string, string[]>();
+    for (const row of rows) {
+      if (!row.parentId) continue;
+      const list = children.get(row.parentId) ?? [];
+      list.push(row.id);
+      children.set(row.parentId, list);
+    }
+    const out = new Set(ids);
+    const walk = (id: string) => {
+      for (const child of children.get(id) ?? []) {
+        if (out.has(child)) continue;
+        out.add(child);
+        walk(child);
+      }
+    };
+    for (const id of ids) walk(id);
+    return [...out];
+  }
+
+  async overview(
+    organizationId: string,
+    opts: {
+      connectionId?: string;
+      from: string;
+      to: string;
+      groupIds?: string[];
+      personId?: string;
+      jensFelez?: number;
+    },
+  ): Promise<TahesabSalesOverviewDto> {
+    const where = await this.buildWhere({ organizationId, ...opts });
+    const rows = await this.prisma.accountingAsnadLine.findMany({
+      where,
+      select: {
+        id: true,
+        tarikh: true,
+        noRaw: true,
+        noKar: true,
+        jensFelez: true,
+        vazn: true,
+        tabdilVazn: true,
+        mali: true,
+        count: true,
+        darsad: true,
+        darsadTalayee: true,
+        maliatDarsad: true,
+        factorCode: true,
+        personId: true,
+        person: {
+          select: {
+            ownerId: true,
+            owner: { select: { id: true, fullName: true } },
+            groupLinks: {
+              include: {
+                group: {
+                  select: {
+                    id: true,
+                    name: true,
+                    parentId: true,
+                    parent: { select: { id: true, name: true } },
+                  },
+                },
+              },
+            },
+          },
+        },
+      },
+    });
+
+    const docs: SalesDoc[] = rows.map((row) => ({
+      bucketKey: (row.noKar ?? '').trim() || 'بدون نام',
+      factor: classifyFactor(row.noRaw, row.noKar),
+      direction: classifyDirection(row.noRaw),
+      weight: positiveAmount(row.vazn, row.tabdilVazn),
+      mali: Math.abs(row.mali ?? 0),
+      count: Math.abs(row.count ?? 0),
+      percent: combinedPercent(row.darsad, row.darsadTalayee, row.maliatDarsad),
+      tarikh: row.tarikh,
+    }));
+
+    const factors: SalesFactorOverviewDto[] = SALES_FACTOR_KEYS.map((key) => {
+      const slice = docs.filter((d) => d.factor === key);
+      return {
+        key,
+        label: SALES_FACTOR_LABELS[key],
+        sale: movementStats(slice, 'out'),
+        purchase: movementStats(slice, 'in'),
+      };
+    });
+
+    const names = [...new Set(docs.filter((d) => d.factor === 'karsakhte').map((d) => d.bucketKey))];
+    names.sort((a, b) => a.localeCompare(b, 'fa'));
+    const karsakhte: SalesNamedMovementDto[] = names.map((name) => {
+      const slice = docs.filter((d) => d.factor === 'karsakhte' && d.bucketKey === name);
+      return {
+        name,
+        sale: movementStats(slice, 'out'),
+        purchase: movementStats(slice, 'in'),
+      };
+    });
+
+    const groups = this.groupOverview(rows, docs);
+    const experts = await this.expertOverview(organizationId, rows, docs);
+    const internetPack = await this.internetOverview(
+      organizationId,
+      opts.from,
+      opts.to,
+      rows,
+      opts.personId,
+      opts.groupIds,
+    );
+    await this.addInternetCommission(organizationId, experts, internetPack.owners);
+    const internet = internetPack.public;
+
+    const nos = new Set<string>();
+    const otherNos = new Set<string>();
+    for (const row of rows) {
+      if (!row.noRaw) continue;
+      nos.add(row.noRaw);
+      if (classifyFactor(row.noRaw, row.noKar) === 'other') otherNos.add(row.noRaw);
+    }
+
+    return {
+      factors,
+      karsakhte,
+      groups,
+      experts,
+      internet,
+      distinctNos: [...nos].sort((a, b) => a.localeCompare(b, 'fa')),
+      otherNos: [...otherNos].sort((a, b) => a.localeCompare(b, 'fa')),
+      percentReady: rows.some((r) => r.darsad != null || r.darsadTalayee != null || r.maliatDarsad != null),
+    };
+  }
+
+  private groupOverview(
+    rows: Array<{
+      id: string;
+      person: {
+        groupLinks: Array<{
+          group: { id: string; name: string; parentId: string | null; parent: { id: string; name: string } | null };
+        }>;
+      } | null;
+    }>,
+    docs: SalesDoc[],
+  ): SalesGroupOverviewDto[] {
+    const byId = new Map(docs.map((d, i) => [rows[i]!.id, d]));
+    type Acc = { label: string; parentId: string | null; parentName: string | null; gross: number; ret: number; mali: number; retMali: number };
+    const acc = new Map<string, Acc>();
+    rows.forEach((row, index) => {
+      const doc = byId.get(row.id) ?? docs[index];
+      if (!doc || (doc.direction !== 'out' && doc.direction !== 'sale_return')) return;
+      const links = row.person?.groupLinks ?? [];
+      const targets = links.length
+        ? links
+        : [{ group: { id: '__none__', name: 'بدون گروه', parentId: null, parent: null } }];
+      for (const link of targets) {
+        const g = link.group;
+        const bag = acc.get(g.id) ?? {
+          label: g.name,
+          parentId: g.parentId,
+          parentName: g.parent?.name ?? null,
+          gross: 0,
+          ret: 0,
+          mali: 0,
+          retMali: 0,
+        };
+        if (doc.direction === 'out') {
+          bag.gross += doc.weight;
+          bag.mali += doc.mali;
+        } else {
+          bag.ret += doc.weight;
+          bag.retMali += doc.mali;
+        }
+        acc.set(g.id, bag);
+      }
+    });
+
+    const parents = new Map<string, SalesGroupOverviewDto>();
+    const ensure = (id: string, label: string) => {
+      const found = parents.get(id);
+      if (found) return found;
+      const created: SalesGroupOverviewDto = {
+        id,
+        label,
+        netSaleWeight: 0,
+        netSaleMali: 0,
+        saleReturnWeight: 0,
+        children: [],
+      };
+      parents.set(id, created);
+      return created;
+    };
+    for (const [id, bag] of acc) {
+      const netW = Math.max(0, bag.gross - bag.ret);
+      const netM = Math.max(0, bag.mali - bag.retMali);
+      if (bag.parentId) {
+        const parent = ensure(bag.parentId, bag.parentName || 'گروه اصلی');
+        parent.netSaleWeight += netW;
+        parent.netSaleMali += netM;
+        parent.saleReturnWeight += bag.ret;
+        parent.children.push({
+          id,
+          label: bag.label,
+          netSaleWeight: netW,
+          netSaleMali: netM,
+          saleReturnWeight: bag.ret,
+        });
+      } else {
+        const parent = ensure(id, bag.label);
+        parent.netSaleWeight += netW;
+        parent.netSaleMali += netM;
+        parent.saleReturnWeight += bag.ret;
+      }
+    }
+    return [...parents.values()].sort((a, b) => b.netSaleWeight - a.netSaleWeight);
+  }
+
+  private async expertOverview(
+    organizationId: string,
+    rows: Array<{
+      id: string;
+      jensFelez: number | null;
+      person: { ownerId: string | null; owner: { id: string; fullName: string } | null } | null;
+    }>,
+    docs: SalesDoc[],
+  ): Promise<SalesExpertOverviewDto[]> {
+    type Bag = { name: string; silverW: number; silverM: number; silverRetW: number; silverRetM: number; investW: number; investM: number; investRetW: number; investRetM: number };
+    const bags = new Map<string, Bag>();
+    const touch = (id: string, name: string) => {
+      const bag = bags.get(id) ?? {
+        name,
+        silverW: 0,
+        silverM: 0,
+        silverRetW: 0,
+        silverRetM: 0,
+        investW: 0,
+        investM: 0,
+        investRetW: 0,
+        investRetM: 0,
+      };
+      bags.set(id, bag);
+      return bag;
+    };
+    rows.forEach((row, index) => {
+      const doc = docs[index];
+      if (!doc || (doc.direction !== 'out' && doc.direction !== 'sale_return')) return;
+      const ownerId = row.person?.owner?.id ?? row.person?.ownerId ?? '__none__';
+      const name = row.person?.owner?.fullName || 'بدون کارشناس';
+      const bag = touch(ownerId, name);
+      const isReturn = doc.direction === 'sale_return';
+      const silver = doc.factor === 'karsakhte' && row.jensFelez === 2;
+      const invest = doc.factor === 'etiket_jewel';
+      if (silver) {
+        if (isReturn) {
+          bag.silverRetW += doc.weight;
+          bag.silverRetM += doc.mali;
+        } else {
+          bag.silverW += doc.weight;
+          bag.silverM += doc.mali;
+        }
+      }
+      if (invest) {
+        if (isReturn) {
+          bag.investRetW += doc.weight;
+          bag.investRetM += doc.mali;
+        } else {
+          bag.investW += doc.weight;
+          bag.investM += doc.mali;
+        }
+      }
+    });
+    const ownerIds = [...bags.keys()].filter((id) => id !== '__none__');
+    const memberships = ownerIds.length
+      ? await this.prisma.membership.findMany({
+          where: { organizationId, userId: { in: ownerIds } },
+          select: { userId: true, commissionPercent: true },
+        })
+      : [];
+    const percentOf = new Map(memberships.map((m) => [m.userId, Number(m.commissionPercent ?? 0)]));
+    return [...bags.entries()]
+      .map(([userId, bag]) => {
+        const percent = percentOf.get(userId) ?? 0;
+        const silverMali = Math.max(0, bag.silverM - bag.silverRetM);
+        const investMali = Math.max(0, bag.investM - bag.investRetM);
+        return {
+          userId,
+          name: bag.name,
+          percent,
+          silverWeight: Math.max(0, bag.silverW - bag.silverRetW),
+          silverMali,
+          silverCommission: (silverMali * percent) / 100,
+          investWeight: Math.max(0, bag.investW - bag.investRetW),
+          investMali,
+          investCommission: (investMali * percent) / 100,
+        };
+      })
+      .sort((a, b) => b.silverMali + b.investMali - (a.silverMali + a.investMali));
+  }
+
+  private async addInternetCommission(
+    organizationId: string,
+    experts: SalesExpertOverviewDto[],
+    owners: Map<string, { name: string; weight: number; mali: number }>,
+  ) {
+    const missing = [...owners.keys()].filter((id) => id !== '__none__' && !experts.some((e) => e.userId === id));
+    const memberships = missing.length
+      ? await this.prisma.membership.findMany({
+          where: { organizationId, userId: { in: missing } },
+          select: { userId: true, commissionPercent: true },
+        })
+      : [];
+    const percentOf = new Map(memberships.map((m) => [m.userId, Number(m.commissionPercent ?? 0)]));
+    for (const [userId, extra] of owners) {
+      let row = experts.find((e) => e.userId === userId);
+      if (!row) {
+        row = {
+          userId,
+          name: extra.name,
+          percent: percentOf.get(userId) ?? 0,
+          silverWeight: 0,
+          silverMali: 0,
+          silverCommission: 0,
+          investWeight: 0,
+          investMali: 0,
+          investCommission: 0,
+        };
+        experts.push(row);
+      }
+      row.investWeight += extra.weight;
+      row.investMali += extra.mali;
+      row.investCommission = (row.investMali * row.percent) / 100;
+    }
+    experts.sort((a, b) => b.silverMali + b.investMali - (a.silverMali + a.investMali));
+    const active = experts.filter(
+      (e) => e.silverWeight > 0 || e.investWeight > 0 || e.silverMali > 0 || e.investMali > 0,
+    );
+    experts.splice(0, experts.length, ...active);
+  }
+
+  /** null یعنی گروه و شخص اشتراکی ندارند و سفارشی نباید بیاید. */
+  private async internetPersonWhere(
+    organizationId: string,
+    personId?: string,
+    groupIds?: string[],
+  ): Promise<{ personId: string | { in: string[] } } | Record<string, never> | null> {
+    if (!groupIds?.length) {
+      return personId ? { personId } : {};
+    }
+    const expanded = await this.expandGroupIds(organizationId, groupIds);
+    const links = await this.prisma.personGroupLink.findMany({
+      where: {
+        groupId: { in: expanded },
+        person: { organizationId },
+      },
+      select: { personId: true },
+      distinct: ['personId'],
+    });
+    let ids = links.map((link) => link.personId);
+    if (personId) ids = ids.filter((id) => id === personId);
+    if (!ids.length) return null;
+    return { personId: { in: ids } };
+  }
+
+  private async internetOverview(
+    organizationId: string,
+    from: string,
+    to: string,
+    rows: Array<{ factorCode: string | null }>,
+    personId?: string,
+    groupIds?: string[],
+  ): Promise<{
+    public: SalesInternetOverviewDto;
+    owners: Map<string, { name: string; weight: number; mali: number }>;
+  }> {
+    const empty: SalesInternetOverviewDto = {
+      orderCount: 0,
+      returnCount: 0,
+      netGold: 0,
+      netSilver: 0,
+      returnGold: 0,
+      returnSilver: 0,
+      netMali: 0,
+      returnMali: 0,
+      linkedSkipped: 0,
+    };
+    const start = shamsiStart(from);
+    const end = shamsiEnd(to);
+    const owners = new Map<string, { name: string; weight: number; mali: number }>();
+    if (!start || !end) return { public: empty, owners };
+    const personWhere = await this.internetPersonWhere(organizationId, personId, groupIds);
+    if (!personWhere) return { public: empty, owners };
+    const orders = await this.prisma.montifyOrder.findMany({
+      where: {
+        organizationId,
+        deletedAt: null,
+        ...personWhere,
+        externalCreatedAt: { gte: start, lte: end },
+      },
+      select: {
+        externalId: true,
+        orderReference: true,
+        orderStatus: true,
+        cancelledAt: true,
+        totalPrice: true,
+        discountTotalPrice: true,
+        sumGold: true,
+        sumSilver: true,
+        personId: true,
+      },
+    });
+    const personIds = [...new Set(orders.map((order) => order.personId).filter((id): id is string => Boolean(id)))];
+    const people = personIds.length
+      ? await this.prisma.person.findMany({
+          where: { organizationId, id: { in: personIds } },
+          select: { id: true, ownerId: true, owner: { select: { id: true, fullName: true } } },
+        })
+      : [];
+    const personById = new Map(people.map((person) => [person.id, person]));
+    const linked = new Set(rows.map((r) => r.factorCode).filter((v): v is string => Boolean(v)));
+    const result = { ...empty };
+    for (const order of orders) {
+      const ref = (order.orderReference || order.externalId || '').trim();
+      if (ref && linked.has(ref)) {
+        result.linkedSkipped += 1;
+        continue;
+      }
+      const cancelled =
+        Boolean(order.cancelledAt) ||
+        /cancel|لغو|مرجوع/i.test(order.orderStatus ?? '');
+      const gold = Number(order.sumGold ?? 0);
+      const silver = Number(order.sumSilver ?? 0);
+      const mali = Number(order.discountTotalPrice ?? order.totalPrice ?? 0);
+      if (cancelled) {
+        result.returnCount += 1;
+        result.returnGold += gold;
+        result.returnSilver += silver;
+        result.returnMali += mali;
+      } else {
+        result.orderCount += 1;
+        result.netGold += gold;
+        result.netSilver += silver;
+        result.netMali += mali;
+        const person = order.personId ? personById.get(order.personId) : undefined;
+        const ownerId = person?.owner?.id ?? person?.ownerId ?? '__none__';
+        const name = person?.owner?.fullName || 'بدون کارشناس';
+        const bag = owners.get(ownerId) ?? { name, weight: 0, mali: 0 };
+        bag.weight += gold + silver;
+        bag.mali += mali;
+        owners.set(ownerId, bag);
+      }
+    }
+    return { public: result, owners };
+  }
+}
+
+function shamsiStart(ymd: string): Date | null {
+  const m = /^(\d{4})-(\d{2})-(\d{2})$/.exec(ymd);
+  if (!m) return null;
+  const g = toGregorian(Number(m[1]), Number(m[2]), Number(m[3]));
+  return new Date(g.gy, g.gm - 1, g.gd, 0, 0, 0, 0);
+}
+
+function shamsiEnd(ymd: string): Date | null {
+  const start = shamsiStart(ymd);
+  if (!start) return null;
+  return new Date(start.getFullYear(), start.getMonth(), start.getDate(), 23, 59, 59, 999);
 }

apps/api/src/integrations/tahesab/sales-factors.ts

@@ -0,0 +1,220 @@
+/** طبقه‌بندی و خالص‌کردن فروش/خرید بعد از مرجوعی، برای گزارش ته‌حساب. */
+
+export const SALES_FACTOR_KEYS = [
+  'karsakhte',
+  'etiket_gold',
+  'etiket_jewel',
+  'bullion',
+  'other',
+] as const;
+
+export type SalesFactorKey = (typeof SALES_FACTOR_KEYS)[number];
+
+export const SALES_FACTOR_LABELS: Record<SalesFactorKey, string> = {
+  karsakhte: 'کار ساخته',
+  etiket_gold: 'اتیکت طلا',
+  etiket_jewel: 'اتیکت جواهر',
+  bullion: 'شمش و سکه',
+  other: 'سایر',
+};
+
+export type DocDirection = 'in' | 'out' | 'purchase_return' | 'sale_return' | 'other';
+
+export type SalesDoc = {
+  bucketKey: string;
+  factor: SalesFactorKey;
+  direction: DocDirection;
+  weight: number;
+  mali: number;
+  count: number;
+  percent: number | null;
+  tarikh: string;
+};
+
+export type PercentStats = {
+  first: number | null;
+  last: number | null;
+  min: number | null;
+  max: number | null;
+  avg: number | null;
+};
+
+export type MovementStats = {
+  grossWeight: number;
+  returnWeight: number;
+  netWeight: number;
+  grossMali: number;
+  returnMali: number;
+  netMali: number;
+  grossCount: number;
+  returnCount: number;
+  netCount: number;
+  percent: PercentStats | null;
+};
+
+const EMPTY_MOVE: MovementStats = {
+  grossWeight: 0,
+  returnWeight: 0,
+  netWeight: 0,
+  grossMali: 0,
+  returnMali: 0,
+  netMali: 0,
+  grossCount: 0,
+  returnCount: 0,
+  netCount: 0,
+  percent: null,
+};
+
+function norm(raw: string): string {
+  return raw.replace(/\u064A/g, '\u06CC').replace(/\u0643/g, '\u06A9').replace(/\s+/g, ' ').trim();
+}
+
+export function classifyDirection(noRaw: string): DocDirection {
+  const no = norm(noRaw);
+  if (no.includes('ورود کارساخته مرجوع')) return 'sale_return';
+  if (no.includes('خروج کارساخته مرجوع')) return 'purchase_return';
+  if (no.includes('ورود کارساخته')) return 'in';
+  if (no.includes('خروج کارساخته')) return 'out';
+  const isReturn = /مرجوع|برگشت/.test(no);
+  const isBuy = /خرید/.test(no);
+  const isSell = /فروش/.test(no);
+  if (isReturn && isBuy) return 'purchase_return';
+  if (isReturn) return 'sale_return';
+  if (isBuy || (/ورود/.test(no) && !isReturn)) return 'in';
+  if (isSell || (/خروج/.test(no) && !isReturn)) return 'out';
+  return 'other';
+}
+
+export function classifyFactor(noRaw: string, noKar: string | null | undefined): SalesFactorKey {
+  const blob = norm(`${noRaw} ${noKar ?? ''}`);
+  if (blob.includes('کارساخته') || blob.includes('کار ساخته')) return 'karsakhte';
+  if (/شمش|سکه/.test(blob)) return 'bullion';
+  if (/جواهر|ساچمه/.test(blob)) return 'etiket_jewel';
+  if (blob.includes('اتیکت')) return 'etiket_gold';
+  return 'other';
+}
+
+export function combinedPercent(
+  darsad: number | null | undefined,
+  talayee: number | null | undefined,
+  maliat: number | null | undefined,
+): number | null {
+  const parts = [darsad, talayee, maliat].filter(
+    (n): n is number => n != null && Number.isFinite(n),
+  );
+  if (!parts.length) return null;
+  return parts.reduce((sum, n) => sum + n, 0);
+}
+
+export function positiveAmount(vazn: number | null | undefined, tabdil: number | null | undefined): number {
+  if (vazn != null && Number.isFinite(vazn) && vazn !== 0) return Math.abs(vazn);
+  if (tabdil != null && Number.isFinite(tabdil)) return Math.abs(tabdil);
+  return 0;
+}
+
+type Piece = {
+  tarikh: string;
+  seq: number;
+  weight: number;
+  mali: number;
+  count: number;
+  percent: number | null;
+};
+
+/** مرجوعی از آخرین سندهای همان نام کم می‌شود تا فروش/خریدِ برگشتی در آمار نماند. */
+function remainingAfterReturns(gross: Piece[], returns: Piece[]): Piece[] {
+  const docs = gross.map((d) => ({ ...d }));
+  let leftW = returns.reduce((s, d) => s + d.weight, 0);
+  let leftM = returns.reduce((s, d) => s + d.mali, 0);
+  let leftC = returns.reduce((s, d) => s + d.count, 0);
+  const order = [...docs].sort((a, b) => {
+    if (a.tarikh !== b.tarikh) return b.tarikh.localeCompare(a.tarikh);
+    return b.seq - a.seq;
+  });
+  for (const doc of order) {
+    if (leftW <= 0 && leftM <= 0 && leftC <= 0) break;
+    const takeW = Math.min(doc.weight, Math.max(leftW, 0));
+    const takeM = Math.min(doc.mali, Math.max(leftM, 0));
+    const takeC = Math.min(doc.count, Math.max(leftC, 0));
+    doc.weight -= takeW;
+    doc.mali -= takeM;
+    doc.count -= takeC;
+    leftW -= takeW;
+    leftM -= takeM;
+    leftC -= takeC;
+  }
+  return docs.filter((d) => d.weight > 1e-9 || d.mali > 1e-6 || d.count > 1e-9);
+}
+
+function percentOf(docs: Piece[]): PercentStats | null {
+  const withPercent = docs.filter((d) => d.percent != null && d.weight > 1e-9);
+  if (!withPercent.length) return null;
+  const ordered = [...withPercent].sort((a, b) => {
+    if (a.tarikh !== b.tarikh) return a.tarikh.localeCompare(b.tarikh);
+    return a.seq - b.seq;
+  });
+  const values = ordered.map((d) => d.percent!);
+  const weight = ordered.reduce((s, d) => s + d.weight, 0);
+  const avg =
+    weight > 0
+      ? ordered.reduce((s, d) => s + d.percent! * d.weight, 0) / weight
+      : null;
+  return {
+    first: ordered[0]?.percent ?? null,
+    last: ordered[ordered.length - 1]?.percent ?? null,
+    min: Math.min(...values),
+    max: Math.max(...values),
+    avg,
+  };
+}
+
+export function movementStats(lines: SalesDoc[], side: 'in' | 'out'): MovementStats {
+  const returnDir: DocDirection = side === 'in' ? 'purchase_return' : 'sale_return';
+  const groups = new Map<string, { gross: Piece[]; ret: Piece[] }>();
+  let seq = 0;
+  for (const line of lines) {
+    if (line.direction !== side && line.direction !== returnDir) continue;
+    const bag = groups.get(line.bucketKey) ?? { gross: [], ret: [] };
+    const piece: Piece = {
+      tarikh: line.tarikh,
+      seq: seq++,
+      weight: Math.abs(line.weight),
+      mali: Math.abs(line.mali),
+      count: Math.abs(line.count),
+      percent: line.percent,
+    };
+    if (line.direction === side) bag.gross.push(piece);
+    else bag.ret.push(piece);
+    groups.set(line.bucketKey, bag);
+  }
+  if (!groups.size) return { ...EMPTY_MOVE };
+
+  let grossWeight = 0;
+  let returnWeight = 0;
+  let grossMali = 0;
+  let returnMali = 0;
+  let grossCount = 0;
+  let returnCount = 0;
+  const kept: Piece[] = [];
+  for (const bag of groups.values()) {
+    grossWeight += bag.gross.reduce((s, d) => s + d.weight, 0);
+    returnWeight += bag.ret.reduce((s, d) => s + d.weight, 0);
+    grossMali += bag.gross.reduce((s, d) => s + d.mali, 0);
+    returnMali += bag.ret.reduce((s, d) => s + d.mali, 0);
+    grossCount += bag.gross.reduce((s, d) => s + d.count, 0);
+    returnCount += bag.ret.reduce((s, d) => s + d.count, 0);
+    kept.push(...remainingAfterReturns(bag.gross, bag.ret));
+  }
+  return {
+    grossWeight,
+    returnWeight,
+    netWeight: Math.max(0, grossWeight - returnWeight),
+    grossMali,
+    returnMali,
+    netMali: Math.max(0, grossMali - returnMali),
+    grossCount,
+    returnCount,
+    netCount: Math.max(0, grossCount - returnCount),
+    percent: percentOf(kept),
+  };
+}

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

@@ -320,6 +320,27 @@ export class TahesabController {
     return this.asnadReport.getSyncJob(user.organizationId, jobId);
   }
 
+  @Get('reports/asnad/overview')
+  asnadReportOverview(
+    @CurrentUser() user: { organizationId: string },
+    @Query('connectionId') connectionId?: string,
+    @Query('from') from?: string,
+    @Query('to') to?: string,
+    @Query('groupIds') groupIds?: string | string[],
+    @Query('personId') personId?: string,
+    @Query('jensFelez') jensFelez?: string,
+  ) {
+    if (!from || !to) {
+      throw new BadRequestException('پارامتر from و to الزامی است.');
+    }
+    return this.asnadReport.overview(user.organizationId, {
+      connectionId,
+      from,
+      to,
+      ...this.parseAsnadFilters(groupIds, personId, undefined, jensFelez),
+    });
+  }
+
   @Get('reports/asnad/summary')
   asnadReportSummary(
     @CurrentUser() user: { organizationId: string },

apps/api/test/sales-factors.test.ts

@@ -0,0 +1,83 @@
+import { describe, it } from 'node:test';
+import assert from 'node:assert/strict';
+import {
+  classifyDirection,
+  classifyFactor,
+  movementStats,
+  type SalesDoc,
+} from '../src/integrations/tahesab/sales-factors';
+
+function doc(partial: Partial<SalesDoc> & Pick<SalesDoc, 'direction' | 'weight'>): SalesDoc {
+  return {
+    bucketKey: 'A',
+    factor: 'karsakhte',
+    mali: 0,
+    count: 0,
+    percent: null,
+    tarikh: '1405-01-01',
+    ...partial,
+  };
+}
+
+describe('classify', () => {
+  it('مرجوعی کارساخته را قبل از ورود و خروج تشخیص می‌دهد', () => {
+    assert.equal(classifyDirection('ورود کارساخته مرجوعی'), 'sale_return');
+    assert.equal(classifyDirection('خروج کارساخته مرجوعی'), 'purchase_return');
+    assert.equal(classifyDirection('ورود کارساخته'), 'in');
+    assert.equal(classifyDirection('خروج کارساخته'), 'out');
+  });
+
+  it('شمش و جواهر و اتیکت را جدا می‌کند', () => {
+    assert.equal(classifyFactor('فروش', 'شمش نقره'), 'bullion');
+    assert.equal(classifyFactor('فروش اتیکت جواهر', null), 'etiket_jewel');
+    assert.equal(classifyFactor('فروش اتیکت', 'طلا'), 'etiket_gold');
+    assert.equal(classifyFactor('خروج کارساخته', 'نگین'), 'karsakhte');
+  });
+});
+
+describe('movementStats', () => {
+  it('فروش کامل مرجوع‌شده از آمار فروش خارج و در مرجوعی می‌ماند', () => {
+    const stats = movementStats(
+      [
+        doc({ direction: 'out', weight: 10, mali: 100, percent: 5, tarikh: '1405-01-01' }),
+        doc({ direction: 'sale_return', weight: 10, mali: 100, percent: 5, tarikh: '1405-01-02' }),
+      ],
+      'out',
+    );
+    assert.equal(stats.grossWeight, 10);
+    assert.equal(stats.returnWeight, 10);
+    assert.equal(stats.netWeight, 0);
+    assert.equal(stats.netMali, 0);
+    assert.equal(stats.percent, null);
+  });
+
+  it('مرجوعی جزئی فقط همان وزن را از میانگین درصد کم می‌کند', () => {
+    const stats = movementStats(
+      [
+        doc({ direction: 'out', weight: 10, percent: 4, tarikh: '1405-01-01' }),
+        doc({ direction: 'out', weight: 10, percent: 8, tarikh: '1405-01-10' }),
+        doc({ direction: 'sale_return', weight: 10, tarikh: '1405-01-11' }),
+      ],
+      'out',
+    );
+    assert.equal(stats.netWeight, 10);
+    assert.equal(stats.percent?.avg, 4);
+    assert.equal(stats.percent?.first, 4);
+    assert.equal(stats.percent?.last, 4);
+  });
+
+  it('میانگین درصد وزنی است', () => {
+    const stats = movementStats(
+      [
+        doc({ direction: 'in', weight: 10, percent: 2, tarikh: '1405-01-01' }),
+        doc({ direction: 'in', weight: 30, percent: 6, tarikh: '1405-02-01' }),
+      ],
+      'in',
+    );
+    assert.equal(stats.percent?.first, 2);
+    assert.equal(stats.percent?.last, 6);
+    assert.equal(stats.percent?.min, 2);
+    assert.equal(stats.percent?.max, 6);
+    assert.equal(stats.percent?.avg, 5);
+  });
+});

apps/web/src/components/tahesab/SalesReportBoard.vue

@@ -0,0 +1,214 @@
+<script setup lang="ts">
+import { computed } from 'vue';
+import { theme } from 'ant-design-vue';
+import type { TableColumnsType } from 'ant-design-vue';
+import type {
+  SalesMovementStatsDto,
+  SalesNamedMovementDto,
+  TahesabSalesOverviewDto,
+} from '@mento/shared';
+import { toFaDigits } from '@/lib/jalali';
+import { formatTahesabBedBes } from '@/lib/tahesab';
+
+const props = defineProps<{
+  overview: TahesabSalesOverviewDto | null;
+}>();
+
+const { token } = theme.useToken();
+
+function formatNum(n: number | null | undefined) {
+  if (n == null || Number.isNaN(n)) return '—';
+  return toFaDigits(new Intl.NumberFormat('fa-IR', { maximumFractionDigits: 3 }).format(n));
+}
+
+function formatMali(n: number | null | undefined) {
+  if (n == null) return '—';
+  return formatTahesabBedBes(n);
+}
+
+function percentText(stats: SalesMovementStatsDto, empty = 'درصدی ثبت نشده') {
+  const p = stats.percent;
+  if (!p || p.avg == null) return empty;
+  return `اول ${formatNum(p.first)} · آخر ${formatNum(p.last)} · میانگین ${formatNum(p.avg)} · کم ${formatNum(p.min)} · بیش ${formatNum(p.max)}`;
+}
+
+const factors = computed(() =>
+  (props.overview?.factors ?? []).filter((f) => f.key !== 'other' || f.sale.grossWeight > 0 || f.purchase.grossWeight > 0),
+);
+
+const karColumns: TableColumnsType<SalesNamedMovementDto> = [
+  { title: 'کارساخته', dataIndex: 'name', key: 'name', ellipsis: true },
+  {
+    title: 'خالص فروش',
+    key: 'saleNet',
+    customRender: ({ record }) => formatNum(record.sale.netWeight),
+  },
+  {
+    title: 'مرجوعی فروش',
+    key: 'saleRet',
+    customRender: ({ record }) => formatNum(record.sale.returnWeight),
+  },
+  {
+    title: 'درصد خروج',
+    key: 'salePct',
+    customRender: ({ record }) => percentText(record.sale),
+  },
+  {
+    title: 'خالص خرید',
+    key: 'buyNet',
+    customRender: ({ record }) => formatNum(record.purchase.netWeight),
+  },
+  {
+    title: 'مرجوعی خرید',
+    key: 'buyRet',
+    customRender: ({ record }) => formatNum(record.purchase.returnWeight),
+  },
+  {
+    title: 'درصد ورود',
+    key: 'buyPct',
+    customRender: ({ record }) => percentText(record.purchase),
+  },
+];
+</script>
+
+<template>
+  <a-row v-if="overview" :gutter="[16, 16]">
+    <a-col v-if="!overview.percentReady" :span="24">
+      <a-alert
+        type="info"
+        show-icon
+        message="درصد ورود و خروج بعد از یک به‌روزرسانی تازه از ته‌حساب پر می‌شود. وزن و مرجوعی با سندهای فعلی حساب شده‌اند."
+      />
+    </a-col>
+
+    <a-col v-for="factor in factors" :key="factor.key" :xs="24" :sm="12" :xl="6">
+      <a-card :bordered="false" :title="factor.label">
+        <a-row :gutter="[12, 8]">
+          <a-col :span="12">
+            <a-statistic title="خالص فروش" :value="formatNum(factor.sale.netWeight)" />
+            <a-typography-text type="secondary">
+              مرجوعی {{ formatNum(factor.sale.returnWeight) }}
+              <template v-if="factor.key === 'bullion'">
+                · تعداد {{ formatNum(factor.sale.netCount) }}
+              </template>
+            </a-typography-text>
+          </a-col>
+          <a-col :span="12">
+            <a-statistic title="خالص خرید" :value="formatNum(factor.purchase.netWeight)" />
+            <a-typography-text type="secondary">
+              مرجوعی {{ formatNum(factor.purchase.returnWeight) }}
+            </a-typography-text>
+          </a-col>
+          <a-col :span="24">
+            <a-typography-text type="secondary">مبلغ فروش {{ formatMali(factor.sale.netMali) }}</a-typography-text>
+          </a-col>
+          <a-col v-if="percentText(factor.sale, '') || percentText(factor.purchase, '')" :span="24">
+            <div v-if="percentText(factor.sale, '')">خروج: {{ percentText(factor.sale, '') }}</div>
+            <div v-if="percentText(factor.purchase, '')">ورود: {{ percentText(factor.purchase, '') }}</div>
+          </a-col>
+        </a-row>
+      </a-card>
+    </a-col>
+
+    <a-col :span="24">
+      <a-card :bordered="false" title="کارساخته، خالص بعد از مرجوعی">
+        <a-table
+          :columns="karColumns"
+          :data-source="overview.karsakhte"
+          row-key="name"
+          :pagination="{ pageSize: 8, showSizeChanger: false }"
+          :scroll="{ x: 980 }"
+        >
+          <template #emptyText>
+            <a-empty description="در این بازه سند کارساخته نیست." />
+          </template>
+        </a-table>
+      </a-card>
+    </a-col>
+
+    <a-col :xs="24" :lg="12">
+      <a-card :bordered="false" title="گروه اصلی و فرعی">
+        <a-empty v-if="!overview.groups.length" description="گروهی در این بازه فروش ندارد." />
+        <div v-for="group in overview.groups" :key="group.id">
+          <a-flex justify="space-between" :style="{ marginTop: token.marginSM }">
+            <a-typography-text strong>{{ group.label }}</a-typography-text>
+            <a-typography-text>
+              خالص {{ formatNum(group.netSaleWeight) }} · مرجوعی {{ formatNum(group.saleReturnWeight) }}
+            </a-typography-text>
+          </a-flex>
+          <a-list v-if="group.children.length" :data-source="group.children">
+            <template #renderItem="{ item }">
+              <a-list-item>
+                <a-list-item-meta :title="item.label">
+                  <template #description>
+                    خالص {{ formatNum(item.netSaleWeight) }} · مبلغ {{ formatMali(item.netSaleMali) }} · مرجوعی
+                    {{ formatNum(item.saleReturnWeight) }}
+                  </template>
+                </a-list-item-meta>
+              </a-list-item>
+            </template>
+          </a-list>
+        </div>
+      </a-card>
+    </a-col>
+
+    <a-col :xs="24" :lg="12">
+      <a-card :bordered="false" title="پورسانت کارشناس">
+        <a-typography-paragraph type="secondary">
+          کارساختهٔ نقره و ساچمه (اتیکت جواهر و فروش اینترنتی) جدا حساب می‌شوند.
+        </a-typography-paragraph>
+        <a-list
+          :data-source="overview.experts"
+          item-layout="vertical"
+          :locale="{ emptyText: 'کارشناسی برای این بازه نیست.' }"
+        >
+          <template #renderItem="{ item }">
+            <a-list-item>
+              <a-list-item-meta :title="item.name" :description="`درصد ${formatNum(item.percent)}`" />
+              <div>
+                کارساخته نقره: وزن {{ formatNum(item.silverWeight) }} · پورسانت
+                {{ formatMali(item.silverCommission) }}
+              </div>
+              <div>
+                سرمایه‌گذاری: وزن {{ formatNum(item.investWeight) }} · پورسانت
+                {{ formatMali(item.investCommission) }}
+              </div>
+            </a-list-item>
+          </template>
+        </a-list>
+      </a-card>
+    </a-col>
+
+    <a-col :span="24">
+      <a-card :bordered="false" title="فروش اینترنتی (مونتیفای)">
+        <a-row :gutter="[16, 16]">
+          <a-col :xs="24" :sm="8">
+            <a-statistic title="سفارش" :value="formatNum(overview.internet.orderCount)" />
+          </a-col>
+          <a-col :xs="24" :sm="8">
+            <a-statistic title="خالص نقره" :value="formatNum(overview.internet.netSilver)" />
+          </a-col>
+          <a-col :xs="24" :sm="8">
+            <a-statistic title="خالص طلا" :value="formatNum(overview.internet.netGold)" />
+          </a-col>
+          <a-col :span="24">
+            <a-typography-text type="secondary">
+              مبلغ {{ formatMali(overview.internet.netMali) }} · لغوشده
+              {{ formatNum(overview.internet.returnCount) }} سفارش، نقره
+              {{ formatNum(overview.internet.returnSilver) }} ·
+              {{ formatNum(overview.internet.linkedSkipped) }} سفارش چون در ته‌حساب سند دارد اینجا دوباره نیامده
+            </a-typography-text>
+          </a-col>
+        </a-row>
+      </a-card>
+    </a-col>
+
+    <a-col v-if="overview.otherNos.length" :span="24">
+      <a-card :bordered="false" title="سندهایی که در چهار بخش جا نگرفتند">
+        <a-space wrap>
+          <a-tag v-for="name in overview.otherNos" :key="name">{{ name }}</a-tag>
+        </a-space>
+      </a-card>
+    </a-col>
+  </a-row>
+</template>

apps/web/src/views/TahesabSalesReportView.vue

@@ -1,17 +1,20 @@
 <script setup lang="ts">
-import { computed, onMounted, onUnmounted, ref, watch } from 'vue';
+import { computed, nextTick, onMounted, onUnmounted, ref, watch } from 'vue';
 import { useRouter } from 'vue-router';
 import {
   Alert as AAlert,
   Button as AButton,
   Card as ACard,
   Col as ACol,
+  Collapse as ACollapse,
+  CollapsePanel as ACollapsePanel,
   Empty as AEmpty,
   Flex as AFlex,
   Form as AForm,
   FormItem as AFormItem,
   List as AList,
   Row as ARow,
+  Segmented as ASegmented,
   Select as ASelect,
   Space as ASpace,
   Statistic as AStatistic,
@@ -45,17 +48,22 @@ import {
   type TahesabAsnadSummaryDto,
   type TahesabAsnadSyncJobDto,
   type TahesabConnectionDto,
+  type TahesabSalesOverviewDto,
 } from '@mento/shared';
 import { api } from '@/lib/api';
 import {
   dateToJalali,
   formatLocalDateInput,
+  jalaliToDate,
   parseLocalInput,
   toFaDigits,
 } from '@/lib/jalali';
 import { formatTahesabBedBes } from '@/lib/tahesab';
 import { useCustomerGroups } from '@/lib/customer-groups';
 import JalaliDateInput from '@/components/JalaliDateInput.vue';
+import SalesReportBoard from '@/components/tahesab/SalesReportBoard.vue';
+import { useAuthStore } from '@/stores/auth';
+import { canManageSettings } from '@/lib/roles';
 
 const router = useRouter();
 const { token } = theme.useToken();
@@ -68,7 +76,15 @@ const toDate = ref('');
 const groupIds = ref<string[]>([]);
 const personId = ref<string | undefined>();
 const personOptions = ref<Array<{ value: string; label: string }>>([]);
-const kinds = ref<TahesabAsnadKind[]>(['sale', 'return']);
+const kinds = ref<TahesabAsnadKind[]>([]);
+const period = ref<'custom' | 'week' | 'month' | 'season'>('month');
+const overview = ref<TahesabSalesOverviewDto | null>(null);
+const auth = useAuthStore();
+const canGroups = computed(() => canManageSettings(auth.user?.role));
+const childGroupId = ref<string | undefined>();
+const parentGroupId = ref<string | undefined>();
+const overviewError = ref('');
+let applyingPeriod = false;
 const jensFelez = ref<number | undefined>();
 
 const loading = ref(false);
@@ -100,11 +116,96 @@ function toShamsiYmd(localIso: string): string | null {
 }
 
 function defaultRange() {
-  const now = new Date();
+  applyNamedPeriod('month', false);
-  const from = new Date(now);
+}
-  from.setDate(from.getDate() - 30);
+
-  fromDate.value = formatLocalDateInput(from);
+function applyNamedPeriod(key: 'week' | 'month' | 'season' | 'custom', reload: boolean) {
-  toDate.value = formatLocalDateInput(now);
+  applyingPeriod = true;
+  period.value = key;
+  if (key !== 'custom') {
+    const now = new Date();
+    const j = dateToJalali(now);
+    let start = now;
+    if (key === 'week') {
+      const delta = (now.getDay() + 1) % 7;
+      start = new Date(now);
+      start.setDate(now.getDate() - delta);
+    } else if (key === 'month') {
+      start = jalaliToDate(j.jy, j.jm, 1);
+    } else {
+      const sm = j.jm <= 3 ? 1 : j.jm <= 6 ? 4 : j.jm <= 9 ? 7 : 10;
+      start = jalaliToDate(j.jy, sm, 1);
+    }
+    fromDate.value = formatLocalDateInput(start);
+    toDate.value = formatLocalDateInput(now);
+  }
+  void nextTick(() => {
+    applyingPeriod = false;
+  });
+  if (reload) applyFilters();
+}
+
+function markCustomPeriod() {
+  if (applyingPeriod) return;
+  period.value = 'custom';
+}
+
+function groupOptionLabel(g: CustomerGroupDto) {
+  return g.parentName ? `${g.parentName} / ${g.name}` : g.name;
+}
+
+function parentChoices(groupId: string) {
+  return (customerGroups.value as CustomerGroupDto[])
+    .filter((g) => g.id !== groupId && !g.parentId)
+    .map((g) => ({ value: g.id, label: g.name }));
+}
+
+function groupHasChildren(groupId: string) {
+  return (customerGroups.value as CustomerGroupDto[]).some((g) => g.parentId === groupId);
+}
+
+const childGroupOptions = computed(() =>
+  (customerGroups.value as CustomerGroupDto[])
+    .filter((g) => !groupHasChildren(g.id))
+    .map((g) => ({ value: g.id, label: groupOptionLabel(g) })),
+);
+
+const linkedGroups = computed(() =>
+  (customerGroups.value as CustomerGroupDto[]).filter((g) => g.parentId && g.parentName),
+);
+
+function onChildGroup(id: string | undefined) {
+  childGroupId.value = id;
+  const current = (customerGroups.value as CustomerGroupDto[]).find((g) => g.id === id);
+  parentGroupId.value = current?.parentId ?? undefined;
+}
+
+async function saveGroupParent() {
+  const groupId = childGroupId.value;
+  if (!groupId) return;
+  const current = (customerGroups.value as CustomerGroupDto[]).find((g) => g.id === groupId);
+  const next = parentGroupId.value || null;
+  if ((current?.parentId ?? null) === next) return;
+  try {
+    await api.patch(`/customer-groups/${groupId}`, { parentId: next });
+    await loadCustomerGroups(true);
+    message.success('گروه اصلی ذخیره شد.');
+    await loadReport();
+  } catch (e: unknown) {
+    message.error(apiErrMessage(e, 'ذخیره گروه اصلی ناموفق بود.'));
+  }
+}
+
+async function clearGroupParent(groupId: string) {
+  try {
+    await api.patch(`/customer-groups/${groupId}`, { parentId: null });
+    if (childGroupId.value === groupId) parentGroupId.value = undefined;
+    await loadCustomerGroups(true);
+    message.success('گروه از زیرمجموعه خارج شد.');
+    await loadReport();
+  } catch (e: unknown) {
+    message.error(apiErrMessage(e, 'برداشتن گروه اصلی ناموفق بود.'));
+  }
 }
 
 function kindLabel(k: string) {
@@ -269,6 +370,21 @@ async function loadReport(opts?: { notifyEmpty?: boolean }) {
     ]);
     report.value = pageRes.data;
     summary.value = sumRes.data;
+    try {
+      const overRes = await api.get<TahesabSalesOverviewDto>(
+        '/integrations/tahesab/reports/asnad/overview',
+        { params },
+      );
+      overview.value = overRes.data;
+      overviewError.value = '';
+    } catch (e: unknown) {
+      overview.value = null;
+      const status = axios.isAxiosError(e) ? e.response?.status : undefined;
+      overviewError.value =
+        status === 404
+          ? 'خلاصه فروش، گروه و پورسانت بعد از به‌روزرسانی سرور اینجا می‌آید. جدول سندها با دادهٔ فعلی کار می‌کند.'
+          : apiErrMessage(e, 'خلاصه فروش، گروه و پورسانت بارگذاری نشد.');
+    }
     if (opts?.notifyEmpty && (pageRes.data.total ?? 0) === 0) {
       message.info(
         'ردیفی نیست. اول «به‌روزرسانی از ته‌حساب» را برای همین بازه بزنید.',
@@ -279,6 +395,8 @@ async function loadReport(opts?: { notifyEmpty?: boolean }) {
     message.error(error.value);
     report.value = null;
     summary.value = null;
+    overview.value = null;
+    overviewError.value = '';
   } finally {
     loading.value = false;
   }
@@ -306,7 +424,7 @@ async function pollJob(jobId: string) {
           error.value = data.errorMessage || 'همگام‌سازی ناموفق بود.';
         } else {
           if (data.truncatedPersonIds?.length) {
-            syncHint.value += ` · هشدار: برای ${toFaDigits(String(data.truncatedPersonIds.length))} مشتری ممکن است اسناد ناقص باشد (سقف ۲۰۰).`;
+            syncHint.value += ` · هشدار: برای ${toFaDigits(String(data.truncatedPersonIds.length))} مشتری سندهای بازه کامل نیامده است.`;
           } else {
             syncHint.value = `همگام‌سازی تمام شد · ${toFaDigits(String(data.linesUpserted))} ردیف`;
           }
@@ -394,7 +512,7 @@ onUnmounted(() => stopPoll());
             گزارش فروش ته‌حساب
           </a-typography-title>
           <a-typography-text type="secondary">
-            فروش و مرجوعی مشتریان لینک‌شده بر اساس بازه تاریخ
+            وزن خالص فروش و خرید بعد از مرجوعی، به تفکیک گروه، کارشناس و فروش اینترنتی
           </a-typography-text>
         </div>
         <a-space :size="8" wrap>
@@ -439,14 +557,29 @@ onUnmounted(() => stopPoll());
                 />
               </a-form-item>
             </a-col>
+            <a-col :xs="24" :lg="12">
+              <a-form-item label="بازه">
+                <a-segmented
+                  v-model:value="period"
+                  block
+                  :options="[
+                    { label: 'هفته', value: 'week' },
+                    { label: 'ماه', value: 'month' },
+                    { label: 'فصل', value: 'season' },
+                    { label: 'تاریخ دلخواه', value: 'custom' },
+                  ]"
+                  @change="(value: string | number) => applyNamedPeriod(value as 'week' | 'month' | 'season' | 'custom', true)"
+                />
+              </a-form-item>
+            </a-col>
             <a-col :xs="24" :sm="12" :md="8" :lg="6">
               <a-form-item label="از تاریخ">
-                <JalaliDateInput v-model="fromDate" placeholder="از تاریخ" />
+                <JalaliDateInput v-model="fromDate" placeholder="از تاریخ" @update:model-value="markCustomPeriod" />
               </a-form-item>
             </a-col>
             <a-col :xs="24" :sm="12" :md="8" :lg="6">
               <a-form-item label="تا تاریخ">
-                <JalaliDateInput v-model="toDate" placeholder="تا تاریخ" />
+                <JalaliDateInput v-model="toDate" placeholder="تا تاریخ" @update:model-value="markCustomPeriod" />
               </a-form-item>
             </a-col>
             <a-col :xs="24" :sm="12" :md="8" :lg="6">
@@ -459,7 +592,7 @@ onUnmounted(() => stopPoll());
                   :options="
                     (customerGroups as CustomerGroupDto[]).map((g) => ({
                       value: g.id,
-                      label: g.name,
+                      label: groupOptionLabel(g),
                     }))
                   "
                   :max-tag-count="2"
@@ -472,7 +605,7 @@ onUnmounted(() => stopPoll());
                   v-model:value="kinds"
                   mode="multiple"
                   :options="kindOptions"
-                  placeholder="فروش / مرجوعی / …"
+                  placeholder="همه انواع"
                   :max-tag-count="2"
                 />
               </a-form-item>
@@ -518,6 +651,73 @@ onUnmounted(() => stopPoll());
       </a-card>
     </a-col>
 
+    <a-col v-if="canGroups" :span="24">
+      <a-collapse :bordered="false">
+        <a-collapse-panel key="parents" header="چیدمان گروه اصلی و فرعی">
+          <a-typography-paragraph type="secondary">
+            گروه فرعی را به یک گروه اصلی وصل کنید تا فیلتر فروش، زیرگروه‌ها را هم بیاورد.
+          </a-typography-paragraph>
+          <a-row :gutter="[12, 12]" align="bottom">
+            <a-col :xs="24" :md="9">
+              <a-form-item label="گروه فرعی">
+                <a-select
+                  :value="childGroupId"
+                  show-search
+                  allow-clear
+                  placeholder="جستجوی گروه"
+                  option-filter-prop="label"
+                  :options="childGroupOptions"
+                  @change="(value: string | undefined) => onChildGroup(value)"
+                />
+              </a-form-item>
+            </a-col>
+            <a-col :xs="24" :md="9">
+              <a-form-item label="گروه اصلی">
+                <a-select
+                  v-model:value="parentGroupId"
+                  show-search
+                  allow-clear
+                  placeholder="بدون گروه اصلی"
+                  option-filter-prop="label"
+                  :disabled="!childGroupId"
+                  :options="childGroupId ? parentChoices(childGroupId) : []"
+                />
+              </a-form-item>
+            </a-col>
+            <a-col :xs="24" :md="6">
+              <a-form-item label=" ">
+                <a-button type="primary" block :disabled="!childGroupId" @click="saveGroupParent">
+                  ذخیره ارتباط
+                </a-button>
+              </a-form-item>
+            </a-col>
+          </a-row>
+          <a-list
+            v-if="linkedGroups.length"
+            :data-source="linkedGroups"
+            :locale="{ emptyText: 'هنوز گروهی زیرمجموعه نشده.' }"
+          >
+            <template #renderItem="{ item }">
+              <a-list-item>
+                <a-typography-text>{{ item.parentName }} / {{ item.name }}</a-typography-text>
+                <template #actions>
+                  <a-button type="link" @click="clearGroupParent(item.id)">جدا کردن</a-button>
+                </template>
+              </a-list-item>
+            </template>
+          </a-list>
+        </a-collapse-panel>
+      </a-collapse>
+    </a-col>
+
+    <a-col v-if="overviewError" :span="24">
+      <a-alert type="warning" show-icon :message="overviewError" />
+    </a-col>
+
+    <a-col :span="24">
+      <SalesReportBoard :overview="overview" />
+    </a-col>
+
     <a-col v-if="summary" :xs="24" :sm="8">
       <a-card :bordered="false">
         <a-statistic

packages/shared/src/index.ts

@@ -1046,6 +1046,9 @@ export interface CustomerGroupDto {
   fromTahesab: boolean;
   personCount: number;
   companyCount: number;
+  /** گروه اصلی؛ خالی یعنی خودش اصلی است */
+  parentId?: string | null;
+  parentName?: string | null;
 }
 
 export interface CreateCustomerGroupRequest {
@@ -1056,6 +1059,8 @@ export interface CreateCustomerGroupRequest {
 export interface UpdateCustomerGroupRequest {
   name?: string;
   color?: CustomerGroupColor;
+  /** null = برداشتن گروه اصلی */
+  parentId?: string | null;
 }
 
 export interface CompanySummaryDto {
@@ -4165,6 +4170,92 @@ export interface TahesabAsnadSummaryDto {
   lastSyncedAt: string | null;
 }
 
+export interface SalesPercentStatsDto {
+  first: number | null;
+  last: number | null;
+  min: number | null;
+  max: number | null;
+  avg: number | null;
+}
+
+export interface SalesMovementStatsDto {
+  grossWeight: number;
+  returnWeight: number;
+  netWeight: number;
+  grossMali: number;
+  returnMali: number;
+  netMali: number;
+  grossCount: number;
+  returnCount: number;
+  netCount: number;
+  percent: SalesPercentStatsDto | null;
+}
+
+export interface SalesFactorOverviewDto {
+  key: string;
+  label: string;
+  sale: SalesMovementStatsDto;
+  purchase: SalesMovementStatsDto;
+}
+
+export interface SalesNamedMovementDto {
+  name: string;
+  sale: SalesMovementStatsDto;
+  purchase: SalesMovementStatsDto;
+}
+
+export interface SalesGroupChildDto {
+  id: string;
+  label: string;
+  netSaleWeight: number;
+  netSaleMali: number;
+  saleReturnWeight: number;
+}
+
+export interface SalesGroupOverviewDto {
+  id: string;
+  label: string;
+  netSaleWeight: number;
+  netSaleMali: number;
+  saleReturnWeight: number;
+  children: SalesGroupChildDto[];
+}
+
+export interface SalesExpertOverviewDto {
+  userId: string;
+  name: string;
+  percent: number;
+  silverWeight: number;
+  silverMali: number;
+  silverCommission: number;
+  investWeight: number;
+  investMali: number;
+  investCommission: number;
+}
+
+export interface SalesInternetOverviewDto {
+  orderCount: number;
+  returnCount: number;
+  netGold: number;
+  netSilver: number;
+  returnGold: number;
+  returnSilver: number;
+  netMali: number;
+  returnMali: number;
+  linkedSkipped: number;
+}
+
+export interface TahesabSalesOverviewDto {
+  factors: SalesFactorOverviewDto[];
+  karsakhte: SalesNamedMovementDto[];
+  groups: SalesGroupOverviewDto[];
+  experts: SalesExpertOverviewDto[];
+  internet: SalesInternetOverviewDto;
+  distinctNos: string[];
+  otherNos: string[];
+  percentReady: boolean;
+}
+
 /** تنظیمات ظاهر فاکتور PDF اسناد ته‌حساب (جدا از فاکتور CRM) */
 export interface TahesabInvoiceSettingsDto {
   id: string;