Give automations a visual chain with conditions and SMS, and match the pipeline board to the sales mockup.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-09-09 13:12:13 +03:30
parent 48d3469eea
commit 3ec87ff912
17 changed files with 2355 additions and 410 deletions
@@ -1739,13 +1739,123 @@ export const AUTOMATION_ACTION_LABELS: Record<AutomationAction, string> = {
  add_loyalty_points: "افزودن امتیاز باشگاه",
 };

+export const MAX_AUTOMATION_STEPS = 8;
+
+export const AUTOMATION_ACTIONS = [
+  "create_activity",
+  "create_notification",
+  "add_loyalty_points",
+] as const satisfies readonly AutomationAction[];
+
+export const AUTOMATION_TRIGGERS = [
+  "deal_won",
+  "ticket_resolved",
+] as const satisfies readonly AutomationTrigger[];
+
+export type AutomationStepKind = "action" | "condition";
+
+export type AutomationConditionField =
+  | "deal_amount"
+  | "has_person"
+  | "has_company"
+  | "ticket_priority";
+
+export type AutomationConditionOp =
+  | "gte"
+  | "lte"
+  | "eq"
+  | "neq"
+  | "is_set"
+  | "is_empty";
+
+export type AutomationNotifyChannel = "app" | "sms" | "both";
+export type AutomationNotifyTarget = "staff" | "person";
+
+export const AUTOMATION_CONDITION_FIELD_LABELS: Record<
+  AutomationConditionField,
+  string
+> = {
+  deal_amount: "مبلغ معامله",
+  has_person: "مخاطب دارد",
+  has_company: "شرکت دارد",
+  ticket_priority: "اولویت تیکت",
+};
+
+export const AUTOMATION_CONDITION_OP_LABELS: Record<
+  AutomationConditionOp,
+  string
+> = {
+  gte: "بزرگ‌تر یا مساوی",
+  lte: "کوچک‌تر یا مساوی",
+  eq: "مساوی",
+  neq: "نامساوی",
+  is_set: "دارد",
+  is_empty: "ندارد",
+};
+
+export const AUTOMATION_NOTIFY_CHANNEL_LABELS: Record<
+  AutomationNotifyChannel,
+  string
+> = {
+  app: "ناتیفیکیشن داخلی",
+  sms: "پیامک",
+  both: "هر دو",
+};
+
+export const AUTOMATION_NOTIFY_CHANNELS = [
+  "app",
+  "sms",
+  "both",
+] as const satisfies readonly AutomationNotifyChannel[];
+
+export function isAutomationCondition(step: Pick<AutomationStep, "kind">): boolean {
+  return step.kind === "condition";
+}
+
+export function firstAutomationAction(
+  steps: AutomationStep[],
+): AutomationAction | null {
+  const step = steps.find((s) => !isAutomationCondition(s) && s.action);
+  return step?.action ?? null;
+}
+
+export function conditionFieldsForTrigger(
+  trigger: AutomationTrigger,
+): AutomationConditionField[] {
+  if (trigger === "deal_won") {
+    return ["deal_amount", "has_person", "has_company"];
+  }
+  return ["ticket_priority", "has_person", "has_company"];
+}
+
+export interface AutomationStep {
+  id: string;
+  kind?: AutomationStepKind;
+  action?: AutomationAction;
+  title?: string;
+  body?: string;
+  assigneeId?: string | null;
+  notifyUserId?: string | null;
+  notifyChannel?: AutomationNotifyChannel;
+  notifyTarget?: AutomationNotifyTarget;
+  activityType?: "call" | "meeting" | "task" | "note";
+  points?: number;
+  conditionField?: AutomationConditionField;
+  conditionOp?: AutomationConditionOp;
+  conditionValue?: string | number;
+}
+
 export interface AutomationRuleConfig {
  title?: string;
  body?: string;
  assigneeId?: string | null;
  notifyUserId?: string | null;
+  notifyChannel?: AutomationNotifyChannel;
+  notifyTarget?: AutomationNotifyTarget;
  activityType?: "call" | "meeting" | "task" | "note";
  points?: number;
+  /** زنجیرهٔ اعمال؛ اگر خالی باشد همان action تکی استفاده می‌شود */
+  steps?: AutomationStep[];
 }

 export interface AutomationRuleDto {
@@ -1769,6 +1879,77 @@ export interface CreateAutomationRuleRequest {

 export type UpdateAutomationRuleRequest = Partial<CreateAutomationRuleRequest>;

+export function normalizeAutomationSteps(
+  action: AutomationAction,
+  config?: AutomationRuleConfig | null,
+): AutomationStep[] {
+  const cfg = config ?? {};
+  if (Array.isArray(cfg.steps) && cfg.steps.length) {
+    return cfg.steps
+      .filter((s) => s && (s.kind === "condition" || s.action))
+      .map((s, i) => ({
+        id: s.id || `step-${i}`,
+        kind: s.kind === "condition" ? "condition" : "action",
+        action: s.action,
+        title: s.title,
+        body: s.body,
+        assigneeId: s.assigneeId,
+        notifyUserId: s.notifyUserId,
+        notifyChannel: s.notifyChannel,
+        notifyTarget: s.notifyTarget,
+        activityType: s.activityType,
+        points: s.points,
+        conditionField: s.conditionField,
+        conditionOp: s.conditionOp,
+        conditionValue: s.conditionValue,
+      }));
+  }
+  return [
+    {
+      id: "step-0",
+      kind: "action",
+      action,
+      title: cfg.title,
+      body: cfg.body,
+      assigneeId: cfg.assigneeId,
+      notifyUserId: cfg.notifyUserId,
+      notifyChannel: cfg.notifyChannel,
+      notifyTarget: cfg.notifyTarget,
+      activityType: cfg.activityType,
+      points: cfg.points,
+    },
+  ];
+}
+
+export function packAutomationConfig(steps: AutomationStep[]): AutomationRuleConfig {
+  const first =
+    steps.find((s) => (s.kind ?? "action") !== "condition") ?? steps[0];
+  return {
+    steps,
+    title: first?.title,
+    body: first?.body,
+    assigneeId: first?.assigneeId,
+    notifyUserId: first?.notifyUserId,
+    notifyChannel: first?.notifyChannel,
+    notifyTarget: first?.notifyTarget,
+    activityType: first?.activityType,
+    points: first?.points,
+  };
+}
+
+export function automationStepToConfig(step: AutomationStep): AutomationRuleConfig {
+  return {
+    title: step.title,
+    body: step.body,
+    assigneeId: step.assigneeId,
+    notifyUserId: step.notifyUserId,
+    notifyChannel: step.notifyChannel,
+    notifyTarget: step.notifyTarget,
+    activityType: step.activityType,
+    points: step.points,
+  };
+}
+
 // —— ته‌حساب / حسابداری ——

 export const TAHSAB_SANAD_TYPES = [