Deals import: imported pipelines keep only Didar stages; remove unused default stages

apps/api/src/pipelines/deals-excel.service.ts

@@ -35,7 +35,7 @@ import {
   resolveExcelImportChunk,
   type ExcelImportLookupCaches,
 } from '../common/excel-import-session';
-import { PipelinesService } from './pipelines.service';
+import { DEFAULT_STAGES, PipelinesService } from './pipelines.service';
 
 const MAX_ROWS_PER_REQUEST = 80;
 
@@ -97,6 +97,7 @@ type PipelineCacheEntry = {
 type RowContext = {
   pipelines: Map<string, PipelineCacheEntry>;
   customFieldKeys: Map<string, string>;
+  touchedPipelines: Set<string>;
 };
 
 @Injectable()
@@ -290,6 +291,7 @@ export class DealsExcelService {
     const ctx: RowContext = {
       pipelines: new Map(),
       customFieldKeys: await this.loadCustomFieldKeys(actor.organizationId),
+      touchedPipelines: new Set(),
     };
 
     for (let i = 0; i < rows.length; i++) {
@@ -299,7 +301,10 @@ export class DealsExcelService {
       if (type && type !== 'deal') continue;
       try {
         const outcome = await this.processRow(actor, row, rowNum, result, caches, ctx);
-        if (outcome) affected.set(outcome.pipelineId, outcome.pipelineName);
+        if (outcome) {
+          affected.set(outcome.pipelineId, outcome.pipelineName);
+          ctx.touchedPipelines.add(outcome.pipelineId);
+        }
       } catch (e) {
         result.errors.push({
           row: rowNum,
@@ -307,6 +312,7 @@ export class DealsExcelService {
         });
       }
     }
+    await this.removeUnusedDefaultStages(actor.organizationId, ctx.touchedPipelines);
     return affected;
   }
 
@@ -342,7 +348,8 @@ export class DealsExcelService {
     if (didarId) {
       const existingId = await this.findDealByRef(orgId, didarId, caches);
       if (existingId) {
-        await this.mergeIntoExisting(existingId, customFields, lineItem);
+        const pipelineId = await this.mergeIntoExisting(existingId, customFields, lineItem);
+        if (pipelineId) ctx.touchedPipelines.add(pipelineId);
         result.skipped += 1;
         return null;
       }
@@ -448,12 +455,13 @@ export class DealsExcelService {
     const deal = await this.prisma.deal.findUnique({
       where: { id: dealId },
       select: {
+        pipelineId: true,
         customFields: true,
         currency: true,
         lineItems: { select: { name: true, position: true } },
       },
     });
-    if (!deal) return;
+    if (!deal) return null;
     const merged = { ...asCustomFields(deal.customFields) };
     let changed = false;
     for (const [k, v] of Object.entries(customFields)) {
@@ -490,6 +498,33 @@ export class DealsExcelService {
         data: { amount: new Prisma.Decimal(total) },
       });
     }
+    return deal.pipelineId;
+  }
+
+  /**
+   * مراحل پیش‌فرض سیستم (سرنخ، تماس اول، …) که خالی مانده‌اند از کاریزهای واردشده حذف می‌شوند
+   * تا فقط مراحل خود فایل دیده شوند.
+   */
+  private async removeUnusedDefaultStages(organizationId: string, pipelineIds: Set<string>) {
+    const defaultNames = new Set<string>(DEFAULT_STAGES.map((s) => s.name));
+    for (const pipelineId of pipelineIds) {
+      const stages = await this.prisma.pipelineStage.findMany({
+        where: { pipelineId, pipeline: { organizationId } },
+        orderBy: { position: 'asc' },
+        select: { id: true, name: true, _count: { select: { deals: true } } },
+      });
+      if (!stages.some((s) => !defaultNames.has(s.name))) continue;
+      const removable = stages.filter((s) => defaultNames.has(s.name) && s._count.deals === 0);
+      if (!removable.length) continue;
+      const removeIds = new Set(removable.map((s) => s.id));
+      const remaining = stages.filter((s) => !removeIds.has(s.id));
+      await this.prisma.$transaction([
+        this.prisma.pipelineStage.deleteMany({ where: { id: { in: [...removeIds] } } }),
+        ...remaining.map((s, index) =>
+          this.prisma.pipelineStage.update({ where: { id: s.id }, data: { position: index } }),
+        ),
+      ]);
+    }
   }
 
   private async findDealByRef(
@@ -608,7 +643,9 @@ export class DealsExcelService {
         include: { stages: { orderBy: { position: 'asc' } } },
       });
       if (!row) {
-        const created = await this.pipelines.create(organizationId, name);
+        const created = await this.pipelines.create(organizationId, name, {
+          withDefaultStages: false,
+        });
         row = await this.prisma.pipeline.findFirstOrThrow({
           where: { id: created.id },
           include: { stages: { orderBy: { position: 'asc' } } },
@@ -622,7 +659,15 @@ export class DealsExcelService {
       ctx.pipelines.set(cacheKey, pipeline);
     }
 
-    const wanted = stageName?.trim();
+    const fallbackName =
+      status === 'won' ? 'موفق' : status === 'lost' ? 'ناموفق' : 'جاری';
+    const byStatusExisting =
+      status === 'won'
+        ? pipeline.stages.find((s) => s.isWon)
+        : status === 'lost'
+          ? pipeline.stages.find((s) => s.isLost)
+          : pipeline.stages.find((s) => !s.isWon && !s.isLost);
+    const wanted = stageName?.trim() || (byStatusExisting ? '' : fallbackName);
     if (wanted) {
       const existing = pipeline.stages.find(
         (s) => s.name.trim().toLowerCase() === wanted.toLowerCase(),
@@ -642,13 +687,7 @@ export class DealsExcelService {
       return { pipelineId: pipeline.id, stageId: stage.id, pipelineName: pipeline.name };
     }
 
-    const byStatus =
+    const stage = byStatusExisting ?? pipeline.stages[0];
-      status === 'won'
-        ? pipeline.stages.find((s) => s.isWon)
-        : status === 'lost'
-          ? pipeline.stages.find((s) => s.isLost)
-          : pipeline.stages.find((s) => !s.isWon && !s.isLost);
-    const stage = byStatus ?? pipeline.stages[0];
     if (!stage) throw new Error('کاریز مرحله‌ای ندارد');
     return { pipelineId: pipeline.id, stageId: stage.id, pipelineName: pipeline.name };
   }

apps/api/src/pipelines/pipelines.service.ts

@@ -15,7 +15,7 @@ import { asCustomFields } from '../common/custom-fields';
 import { type Actor, dealAccessWhere } from '../common/record-scope';
 import { decimalToBase, loadOrgRates } from '../common/currency';
 
-const DEFAULT_STAGES = [
+export const DEFAULT_STAGES = [
   { name: 'سرنخ', isWon: false, isLost: false },
   { name: 'تماس اول', isWon: false, isLost: false },
   { name: 'پیشنهاد', isWon: false, isLost: false },
@@ -107,21 +107,30 @@ export class PipelinesService {
     return rows.map((row) => this.toPipelineDto(row));
   }
 
-  async create(organizationId: string, name: string): Promise<PipelineDto> {
+  async create(
+    organizationId: string,
+    name: string,
+    opts: { withDefaultStages?: boolean } = {},
+  ): Promise<PipelineDto> {
     await this.ensureDefaultPipeline(organizationId);
+    const withDefaults = opts.withDefaultStages ?? true;
     const created = await this.prisma.pipeline.create({
       data: {
         organizationId,
         name: name.trim(),
         isDefault: false,
-        stages: {
+        ...(withDefaults
-          create: DEFAULT_STAGES.map((s, index) => ({
+          ? {
-            name: s.name,
+              stages: {
-            position: index,
+                create: DEFAULT_STAGES.map((s, index) => ({
-            isWon: s.isWon,
+                  name: s.name,
-            isLost: s.isLost,
+                  position: index,
-          })),
+                  isWon: s.isWon,
-        },
+                  isLost: s.isLost,
+                })),
+              },
+            }
+          : {}),
       },
       include: { stages: { orderBy: { position: 'asc' } } },
     });