Keep previous import source and code when a person is re-imported from another source

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

apps/api/prisma/migrations/20261005180000_person_previous_source/migration.sql

@@ -0,0 +1,14 @@
+ALTER TABLE "Person" ADD COLUMN IF NOT EXISTS "previousImportSource" TEXT;
+ALTER TABLE "Person" ADD COLUMN IF NOT EXISTS "previousSourceRef" TEXT;
+
+CREATE INDEX IF NOT EXISTS "Person_organizationId_previousSourceRef_idx" ON "Person"("organizationId", "previousSourceRef");
+
+-- اشخاصی که قبلاً از دیدار آمده‌اند و بعد با ته‌حساب بازنویسی شده‌اند: کد دیدار را به‌عنوان کد قبلی بازیابی کن
+UPDATE "Person"
+SET "previousImportSource" = 'didar',
+    "previousSourceRef" = TRIM("customFields"->>'didarId')
+WHERE "importSource" = 'tahesab'
+  AND "previousSourceRef" IS NULL
+  AND "customFields" IS NOT NULL
+  AND jsonb_typeof("customFields") = 'object'
+  AND COALESCE(TRIM("customFields"->>'didarId'), '') <> '';

apps/api/prisma/schema.prisma

@@ -441,6 +441,9 @@ model Person {
   importSource   String       @default("manual")
   /// شناسه در مبدأ (کد دیدار، کد مشتری ته‌حساب، …)
   sourceRef      String?
+  /// منبع و کد قبلی وقتی شخص از منبع دیگری دوباره وارد شده (مثلاً دیدار قبل از ته‌حساب)
+  previousImportSource String?
+  previousSourceRef    String?
   email          String?
   phone          String?
   mobile         String?
@@ -488,6 +491,7 @@ model Person {
   @@index([organizationId, lastName, firstName])
   @@index([organizationId, importSource])
   @@index([organizationId, sourceRef])
+  @@index([organizationId, previousSourceRef])
   @@index([organizationId, loyaltyPoints])
   @@index([companyId])
   @@index([ownerId])

apps/api/src/contacts/people.service.ts

@@ -53,6 +53,8 @@ type PersonRow = {
   previousLastName: string | null;
   importSource: string;
   sourceRef: string | null;
+  previousImportSource: string | null;
+  previousSourceRef: string | null;
   email: string | null;
   phone: string | null;
   mobile: string | null;
@@ -119,6 +121,7 @@ export class PeopleService {
               { mobile: { contains: q.trim() } },
               { phone: { contains: q.trim() } },
               { sourceRef: { contains: q.trim() } },
+              { previousSourceRef: { contains: q.trim() } },
               { company: { name: { contains: q.trim(), mode: 'insensitive' } } },
             ],
           }
@@ -373,6 +376,8 @@ export class PeopleService {
       previousFullName: previousFullName || null,
       importSource,
       sourceRef: row.sourceRef,
+      previousImportSource: row.previousImportSource,
+      previousSourceRef: row.previousSourceRef,
       fullName: `${row.firstName} ${row.lastName}`.trim(),
       email: row.email,
       phone: row.phone,

apps/api/src/contacts/person-source.ts

@@ -29,6 +29,45 @@ export function personImportSourceLabel(source: string): string {
   return source || PERSON_IMPORT_SOURCE_LABELS.manual;
 }
 
+type SourceSnapshot = {
+  importSource?: string | null;
+  sourceRef?: string | null;
+  previousImportSource?: string | null;
+  previousSourceRef?: string | null;
+  customFields?: unknown;
+};
+
+function didarIdFrom(customFields: unknown): string | null {
+  if (!customFields || typeof customFields !== 'object') return null;
+  const raw = (customFields as Record<string, unknown>).didarId;
+  if (typeof raw === 'number' && Number.isFinite(raw)) return String(raw);
+  if (typeof raw === 'string' && raw.trim()) return raw.trim();
+  return null;
+}
+
+/**
+ * وقتی شخصِ موجود از منبع دیگری دوباره وارد می‌شود، منبع و کد فعلی را به‌عنوان «قبلی» نگه می‌دارد.
+ * اگر منبع یکسان باشد (ورود مجدد از همان منبع)، مقادیر قبلی دست نمی‌خورند.
+ */
+export function carryPreviousSource(
+  existing: SourceSnapshot,
+  nextSource: PersonImportSource,
+): { previousImportSource?: string | null; previousSourceRef?: string | null } {
+  const currentSource = normalizePersonImportSource(existing.importSource);
+  if (currentSource === nextSource) return {};
+  let ref = existing.sourceRef?.trim() || null;
+  let source: string = currentSource;
+  if (!ref) {
+    const didarId = didarIdFrom(existing.customFields);
+    if (didarId && nextSource !== 'didar') {
+      ref = didarId;
+      source = 'didar';
+    }
+  }
+  if (source === 'manual' && !ref) return {};
+  return { previousImportSource: source, previousSourceRef: ref };
+}
+
 export function namesDiffer(
   aFirst: string,
   aLast: string,

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

@@ -6,6 +6,7 @@ import {
 } from '@nestjs/common';
 import { Prisma } from '@prisma/client';
 import { PrismaService } from '../../prisma/prisma.service';
+import { carryPreviousSource } from '../../contacts/person-source';
 import { TahesabConnectionsService } from './connections.service';
 import {
   CreateInTahesabDto,
@@ -514,6 +515,7 @@ export class TahesabPersonLinkService {
                 previousLastName: prevLast || null,
               }
             : {}),
+          ...carryPreviousSource(existing, 'tahesab'),
           importSource: 'tahesab',
           sourceRef,
           ...(mobile
@@ -549,6 +551,7 @@ export class TahesabPersonLinkService {
                   previousLastName: byMobile.lastName || null,
                 }
               : {}),
+            ...carryPreviousSource(byMobile, 'tahesab'),
             importSource: 'tahesab',
             sourceRef,
           },