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Edit import excel

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This commit is contained in:
Mahdi
2026-09-19 15:30:31 +03:30
parent 9c7dad3677
commit 4776d1a3c3
22 changed files with 731 additions and 261 deletions
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apps/api/src/activities/activities-excel.service.ts
+14 -2
View File
@@ -5,12 +5,16 @@ import type { Actor } from '../common/record-scope';
import { assigneeWhere } from '../common/record-scope';
import { normalizePhone } from '../contacts/normalize';
import {
excelFieldsFromColumns,
formatClock,
formatJalaliDate,
parseExcelMapping,
parseJalaliDateTime,
previewExcel,
readMappedRows,
stripHtml,
writeXlsx,
type ExcelPreviewResult,
} from '../common/excel';
const ACTIVITY_COLUMNS = [
@@ -143,8 +147,16 @@ export class ActivitiesExcelService {
);
}
async import(actor: Actor, file: Express.Multer.File): Promise<ImportContactsResult> {
const rows = await readMappedRows(file, ACTIVITY_ALIASES);
preview(file: Express.Multer.File): Promise<ExcelPreviewResult> {
return previewExcel(file, ACTIVITY_ALIASES, excelFieldsFromColumns(ACTIVITY_COLUMNS, ['title']));
}
async import(
actor: Actor,
file: Express.Multer.File,
mappingRaw?: string,
): Promise<ImportContactsResult> {
const rows = await readMappedRows(file, ACTIVITY_ALIASES, parseExcelMapping(mappingRaw));
const result: ImportContactsResult = { created: 0, skipped: 0, errors: [] };
for (let i = 0; i < rows.length; i++) {
apps/api/src/activities/activities.controller.ts
+13 -1
View File
@@ -79,6 +79,17 @@ export class ActivitiesController {
return new StreamableFile(buffer);
}
@Post('import/preview')
@UseInterceptors(
FileInterceptor('file', {
storage: memoryStorage(),
limits: { fileSize: 15_000_000 },
}),
)
importPreview(@UploadedFile() file: Express.Multer.File) {
return this.excelService.preview(file);
}
@Post('import')
@UseInterceptors(
FileInterceptor('file', {
@@ -89,8 +100,9 @@ export class ActivitiesController {
import(
@CurrentUser() user: Actor,
@UploadedFile() file: Express.Multer.File,
@Body('mapping') mapping?: string,
) {
return this.excelService.import(user, file);
return this.excelService.import(user, file, mapping);
}
@Get(':id')
apps/api/src/common/excel.ts
+114 -3
View File
@@ -188,9 +188,121 @@ export async function workbookFromUpload(file: Express.Multer.File | undefined)
return sheet;
}
export type ExcelFieldOption = {
key: string;
label: string;
required?: boolean;
};
export type ExcelColumnPreview = {
header: string;
index: number;
samples: string[];
};
export type ExcelPreviewResult = {
columns: ExcelColumnPreview[];
fields: ExcelFieldOption[];
suggested: Record<string, string>;
needsMapping: boolean;
};
export function excelFieldsFromColumns(
columns: Array<{ header: string; key: string }>,
requiredKeys: string[] = [],
): ExcelFieldOption[] {
const seen = new Set<string>();
const fields: ExcelFieldOption[] = [];
for (const col of columns) {
if (!col.key || col.key === '_type' || seen.has(col.key)) continue;
seen.add(col.key);
fields.push({
key: col.key,
label: col.header,
required: requiredKeys.includes(col.key),
});
}
return fields;
}
export function parseExcelMapping(raw?: string): Record<string, string> | undefined {
if (raw == null || !String(raw).trim()) return undefined;
try {
const parsed = JSON.parse(String(raw)) as unknown;
if (!parsed || typeof parsed !== 'object' || Array.isArray(parsed)) {
throw new Error('invalid');
}
const mapping: Record<string, string> = {};
for (const [header, field] of Object.entries(parsed as Record<string, unknown>)) {
if (typeof field === 'string' && field.trim()) mapping[header] = field.trim();
}
return mapping;
} catch {
throw new BadRequestException('نگاشت ستون‌ها نامعتبر است');
}
}
function resolveFieldKey(
raw: string,
aliases: Record<string, string>,
mapping?: Record<string, string>,
) {
if (mapping) {
return mapping[raw] || mapping[normalizeHeader(raw)] || '';
}
const compact = normalizeHeader(raw);
return aliases[compact] ?? aliases[raw.trim()] ?? aliases[normalizeHeader(raw)] ?? '';
}
export async function previewExcel(
file: Express.Multer.File,
aliases: Record<string, string>,
fields: ExcelFieldOption[],
): Promise<ExcelPreviewResult> {
const sheet = await workbookFromUpload(file);
const headerRow = sheet.getRow(1);
const columns: ExcelColumnPreview[] = [];
const suggested: Record<string, string> = {};
const used = new Set<string>();
headerRow.eachCell((cell, col) => {
const header = cellStr(cell.value);
if (!header) return;
const samples: string[] = [];
const last = Math.min(sheet.rowCount, 6);
for (let r = 2; r <= last; r += 1) {
const value = cellStr(sheet.getRow(r).getCell(col).value);
if (value) samples.push(value);
if (samples.length >= 3) break;
}
columns.push({ header, index: col, samples });
const key = resolveFieldKey(header, aliases);
if (key && !used.has(key)) {
suggested[header] = key;
used.add(key);
}
});
if (!columns.length) {
throw new BadRequestException('ستون عنوان در ردیف اول فایل پیدا نشد');
}
const required = fields.filter((f) => f.required).map((f) => f.key);
const mapped = new Set(Object.values(suggested));
const missingRequired = required.some((key) => !mapped.has(key));
const unrecognized = columns.some((col) => !suggested[col.header]);
return {
columns,
fields,
suggested,
needsMapping: unrecognized || missingRequired || !mapped.size,
};
}
export async function readMappedRows(
file: Express.Multer.File,
aliases: Record<string, string>,
mapping?: Record<string, string>,
): Promise<Record<string, string>[]> {
const sheet = await workbookFromUpload(file);
const headerRow = sheet.getRow(1);
@@ -198,13 +310,12 @@ export async function readMappedRows(
headerRow.eachCell((cell, col) => {
const raw = cellStr(cell.value);
if (!raw) return;
const compact = normalizeHeader(raw);
const key = aliases[compact] ?? aliases[raw.trim()] ?? aliases[normalizeHeader(raw)];
const key = resolveFieldKey(raw, aliases, mapping);
if (key) map.set(col, key);
});
if (!map.size) {
throw new BadRequestException(
'ستون‌های فایل شناسایی نشد. از قالب خروجی همین سیستم یا خروجی دیدار استفاده کنید.',
'ستون‌های فایل شناسایی نشد. ستون‌های فایل را با فیلدهای سیستم تطبیق دهید.',
);
}
apps/api/src/contacts/companies.controller.ts
+8 -1
View File
@@ -56,13 +56,20 @@ export class CompaniesController {
return new StreamableFile(buffer);
}
@Post('import/preview')
@UseInterceptors(FileInterceptor('file'))
previewImport(@UploadedFile() file: Express.Multer.File) {
return this.excelService.previewCompanies(file);
}
@Post('import')
@UseInterceptors(FileInterceptor('file'))
import(
@CurrentUser() user: Actor,
@UploadedFile() file: Express.Multer.File,
@Body('mapping') mapping?: string,
) {
return this.excelService.importCompanies(user, file);
return this.excelService.importCompanies(user, file, mapping);
}
@Get(':id')
apps/api/src/contacts/contacts-excel.service.ts
+50 -5
View File
@@ -6,8 +6,11 @@ import type { Actor } from '../common/record-scope';
import { ownerWhere } from '../common/record-scope';
import {
formatJalaliDate,
parseExcelMapping,
previewExcel,
readMappedRows,
writeXlsx,
type ExcelPreviewResult,
} from '../common/excel';
import { CompaniesService } from './companies.service';
import { PeopleService } from './people.service';
@@ -107,6 +110,19 @@ const PERSON_ALIASES: Record<string, string> = {
ستاره: 'star',
};
const PERSON_FIELDS = [
{ key: 'firstName', label: 'نام' },
{ key: 'lastName', label: 'نام خانوادگی' },
{ key: 'title', label: 'نام کامل / عنوان' },
{ key: 'mobile', label: 'موبایل' },
{ key: 'phone', label: 'تلفن' },
{ key: 'email', label: 'ایمیل' },
{ key: 'position', label: 'سمت' },
{ key: 'companyName', label: 'شرکت' },
{ key: 'notes', label: 'یادداشت' },
{ key: 'mood', label: 'وضعیت مشتری' },
];
const COMPANY_ALIASES: Record<string, string> = {
name: 'name',
نام: 'name',
@@ -126,6 +142,16 @@ const COMPANY_ALIASES: Record<string, string> = {
یادداشت: 'notes',
};
const COMPANY_FIELDS = [
{ key: 'name', label: 'نام شرکت', required: true },
{ key: 'nationalId', label: 'شناسه ملی' },
{ key: 'phone', label: 'تلفن' },
{ key: 'email', label: 'ایمیل' },
{ key: 'website', label: 'وب‌سایت' },
{ key: 'address', label: 'آدرس' },
{ key: 'notes', label: 'یادداشت' },
];
const CONTACT_COLUMNS = [
{ header: '_type', key: '_type', width: 12 },
{ header: 'کد دیدار مشتری', key: 'didarId', width: 16 },
@@ -294,11 +320,20 @@ export class ContactsExcelService {
);
}
previewPeople(file: Express.Multer.File): Promise<ExcelPreviewResult> {
return previewExcel(file, PERSON_ALIASES, PERSON_FIELDS);
}
previewCompanies(file: Express.Multer.File): Promise<ExcelPreviewResult> {
return previewExcel(file, COMPANY_ALIASES, COMPANY_FIELDS);
}
async importPeople(
actor: Actor,
file: Express.Multer.File,
mappingRaw?: string,
): Promise<ImportContactsResult> {
const rows = await readMappedRows(file, PERSON_ALIASES);
const rows = await readMappedRows(file, PERSON_ALIASES, parseExcelMapping(mappingRaw));
const result: ImportContactsResult = { created: 0, skipped: 0, errors: [] };
for (let i = 0; i < rows.length; i++) {
@@ -307,9 +342,18 @@ export class ContactsExcelService {
if ((row._type || '').trim() && row._type.trim().toLowerCase() !== 'contact') {
continue;
}
const names = splitDidarName(row.firstName ?? '', row.lastName ?? '', row.title);
if (!names) {
result.errors.push({ row: rowNum, message: 'نام مشتری الزامی است' });
const names = splitDidarName(row.firstName ?? '', row.lastName ?? '', row.title) ?? {
firstName: (row.firstName ?? '').trim().slice(0, 80),
lastName: (row.lastName ?? '').trim().slice(0, 80),
};
if (
!names.firstName &&
!names.lastName &&
!row.mobile?.trim() &&
!row.email?.trim() &&
!row.phone?.trim()
) {
result.errors.push({ row: rowNum, message: 'حداقل نام، موبایل، تلفن یا ایمیل لازم است' });
continue;
}
@@ -357,8 +401,9 @@ export class ContactsExcelService {
async importCompanies(
actor: Actor,
file: Express.Multer.File,
mappingRaw?: string,
): Promise<ImportContactsResult> {
const rows = await readMappedRows(file, COMPANY_ALIASES);
const rows = await readMappedRows(file, COMPANY_ALIASES, parseExcelMapping(mappingRaw));
const result: ImportContactsResult = { created: 0, skipped: 0, errors: [] };
for (let i = 0; i < rows.length; i++) {
apps/api/src/contacts/dto.ts
+4 -6
View File
@@ -135,15 +135,15 @@ export class UpdateCompanyDto {
}
export class CreatePersonDto {
@IsOptional()
@IsString()
@MinLength(1)
@MaxLength(80)
firstName!: string;
firstName?: string;
@IsOptional()
@IsString()
@MinLength(1)
@MaxLength(80)
lastName!: string;
lastName?: string;
@IsOptional()
@ValidateIf((_, v) => v !== '' && v != null)
@@ -192,13 +192,11 @@ export class CreatePersonDto {
export class UpdatePersonDto {
@IsOptional()
@IsString()
@MinLength(1)
@MaxLength(80)
firstName?: string;
@IsOptional()
@IsString()
@MinLength(1)
@MaxLength(80)
lastName?: string;
apps/api/src/contacts/people.controller.ts
+10 -1
View File
@@ -57,13 +57,22 @@ export class PeopleController {
return new StreamableFile(buffer);
}
@Post('import/preview')
@UseInterceptors(FileInterceptor('file'))
previewImport(
@UploadedFile() file: Express.Multer.File,
) {
return this.excelService.previewPeople(file);
}
@Post('import')
@UseInterceptors(FileInterceptor('file'))
import(
@CurrentUser() user: Actor,
@UploadedFile() file: Express.Multer.File,
@Body('mapping') mapping?: string,
) {
return this.excelService.importPeople(user, file);
return this.excelService.importPeople(user, file, mapping);
}
@Get(':id')
apps/api/src/contacts/people.service.ts
+2 -2
View File
@@ -134,8 +134,8 @@ export class PeopleService {
const data: Prisma.PersonUncheckedCreateInput = {
organizationId: actor.organizationId,
firstName: dto.firstName.trim(),
lastName: dto.lastName.trim(),
firstName: (dto.firstName ?? '').trim(),
lastName: (dto.lastName ?? '').trim(),
email: normalizeEmail(dto.email),
phone: normalizePhone(dto.phone),
mobile: normalizePhone(dto.mobile),
apps/api/src/pipelines/deals-excel.service.ts
+14 -2
View File
@@ -7,11 +7,15 @@ import { ownerWhere, resolveOwnerId } from '../common/record-scope';
import { toJsonCustomFields } from '../common/custom-fields';
import { normalizePhone } from '../contacts/normalize';
import {
excelFieldsFromColumns,
formatJalaliDate,
parseAmount,
parseExcelMapping,
parseJalaliDateTime,
previewExcel,
readMappedRows,
writeXlsx,
type ExcelPreviewResult,
} from '../common/excel';
import { PipelinesService } from './pipelines.service';
@@ -144,8 +148,16 @@ export class DealsExcelService {
);
}
async import(actor: Actor, file: Express.Multer.File): Promise<ImportContactsResult> {
const rows = await readMappedRows(file, DEAL_ALIASES);
preview(file: Express.Multer.File): Promise<ExcelPreviewResult> {
return previewExcel(file, DEAL_ALIASES, excelFieldsFromColumns(DEAL_COLUMNS, ['title']));
}
async import(
actor: Actor,
file: Express.Multer.File,
mappingRaw?: string,
): Promise<ImportContactsResult> {
const rows = await readMappedRows(file, DEAL_ALIASES, parseExcelMapping(mappingRaw));
const result: ImportContactsResult = { created: 0, skipped: 0, errors: [] };
const affected = new Map<string, string>();
apps/api/src/pipelines/deals.controller.ts
+15 -1
View File
@@ -45,6 +45,19 @@ export class DealsController {
return new StreamableFile(buffer);
}
@Post('import/preview')
@UseInterceptors(
FileInterceptor('file', {
storage: memoryStorage(),
limits: { fileSize: 15_000_000 },
}),
)
importPreview(
@UploadedFile() file: Express.Multer.File,
) {
return this.excelService.preview(file);
}
@Post('import')
@UseInterceptors(
FileInterceptor('file', {
@@ -55,8 +68,9 @@ export class DealsController {
import(
@CurrentUser() user: Actor,
@UploadedFile() file: Express.Multer.File,
@Body('mapping') mapping?: string,
) {
return this.excelService.import(user, file);
return this.excelService.import(user, file, mapping);
}
@Get(':id')
apps/api/src/products/products-excel.service.ts
+10 -1
View File
@@ -2,9 +2,13 @@ import { Injectable } from '@nestjs/common';
import type { ImportContactsResult } from '@mento/shared';
import { PrismaService } from '../prisma/prisma.service';
import {
excelFieldsFromColumns,
parseAmount,
parseExcelMapping,
previewExcel,
readMappedRows,
writeXlsx,
type ExcelPreviewResult,
} from '../common/excel';
import { ProductsService } from './products.service';
@@ -106,11 +110,16 @@ export class ProductsExcelService {
);
}
preview(file: Express.Multer.File): Promise<ExcelPreviewResult> {
return previewExcel(file, PRODUCT_ALIASES, excelFieldsFromColumns(PRODUCT_COLUMNS, ['name']));
}
async import(
organizationId: string,
file: Express.Multer.File,
mappingRaw?: string,
): Promise<ImportContactsResult> {
const rows = await readMappedRows(file, PRODUCT_ALIASES);
const rows = await readMappedRows(file, PRODUCT_ALIASES, parseExcelMapping(mappingRaw));
const result: ImportContactsResult = { created: 0, skipped: 0, errors: [] };
for (let i = 0; i < rows.length; i++) {
apps/api/src/products/products.controller.ts
+14 -1
View File
@@ -62,6 +62,18 @@ export class ProductsController {
return new StreamableFile(buffer);
}
@Post('import/preview')
@Roles('owner', 'admin')
@UseInterceptors(
FileInterceptor('file', {
storage: memoryStorage(),
limits: { fileSize: 15_000_000 },
}),
)
importPreview(@UploadedFile() file: Express.Multer.File) {
return this.excelService.preview(file);
}
@Post('import')
@Roles('owner', 'admin')
@UseInterceptors(
@@ -73,8 +85,9 @@ export class ProductsController {
import(
@CurrentUser() user: Actor,
@UploadedFile() file: Express.Multer.File,
@Body('mapping') mapping?: string,
) {
return this.excelService.import(user.organizationId, file);
return this.excelService.import(user.organizationId, file, mapping);
}
@Get(':id')
apps/api/src/project-boards/project-boards.controller.ts
+13 -1
View File
@@ -128,6 +128,17 @@ export class ProjectBoardsController {
return new StreamableFile(buffer);
}
@Post('project-cards/import/preview')
@UseInterceptors(
FileInterceptor('file', {
storage: memoryStorage(),
limits: { fileSize: 15_000_000 },
}),
)
previewCards(@UploadedFile() file: Express.Multer.File) {
return this.excelService.preview(file);
}
@Post('project-cards/import')
@UseInterceptors(
FileInterceptor('file', {
@@ -138,8 +149,9 @@ export class ProjectBoardsController {
importCards(
@CurrentUser() user: Actor,
@UploadedFile() file: Express.Multer.File,
@Body('mapping') mapping?: string,
) {
return this.excelService.import(user, file);
return this.excelService.import(user, file, mapping);
}
@Get('project-cards/:id')
apps/api/src/project-boards/project-cards-excel.service.ts
+14 -2
View File
@@ -5,11 +5,15 @@ import type { Actor } from '../common/record-scope';
import { ownerWhere } from '../common/record-scope';
import { normalizePhone } from '../contacts/normalize';
import {
excelFieldsFromColumns,
formatJalaliDate,
parseExcelMapping,
parseJalaliDateTime,
previewExcel,
readMappedRows,
stripHtml,
writeXlsx,
type ExcelPreviewResult,
} from '../common/excel';
import { ProjectBoardsService } from './project-boards.service';
@@ -105,8 +109,16 @@ export class ProjectCardsExcelService {
);
}
async import(actor: Actor, file: Express.Multer.File): Promise<ImportContactsResult> {
const rows = await readMappedRows(file, CASE_ALIASES);
preview(file: Express.Multer.File): Promise<ExcelPreviewResult> {
return previewExcel(file, CASE_ALIASES, excelFieldsFromColumns(CASE_COLUMNS, ['title']));
}
async import(
actor: Actor,
file: Express.Multer.File,
mappingRaw?: string,
): Promise<ImportContactsResult> {
const rows = await readMappedRows(file, CASE_ALIASES, parseExcelMapping(mappingRaw));
const result: ImportContactsResult = { created: 0, skipped: 0, errors: [] };
const affected = new Map<string, string>();
apps/web/src/components/ExcelImportFlow.vue
+224
View File
@@ -0,0 +1,224 @@
<script setup lang="ts">
import { computed, reactive, ref } from 'vue';
import axios from 'axios';
import { api } from '@/lib/api';
import type { ExcelPreviewResult, ImportContactsResult } from '@mento/shared';
import { UiButton, UiModal, UiSelect } from '@/components/ui';
const props = defineProps<{
previewPath: string;
importPath: string;
disabled?: boolean;
}>();
const emit = defineEmits<{
start: [];
done: [ImportContactsResult];
fail: [string];
settled: [];
}>();
const input = ref<HTMLInputElement | null>(null);
const pending = ref<File | null>(null);
const preview = ref<ExcelPreviewResult | null>(null);
const mapping = reactive<Record<string, string>>({});
const submitting = ref(false);
const requiredKeys = computed(
() => preview.value?.fields.filter((f) => f.required).map((f) => f.key) ?? [],
);
const mappedFields = computed(() => new Set(Object.values(mapping).filter(Boolean)));
const canImport = computed(() => requiredKeys.value.every((key) => mappedFields.value.has(key)));
function pick() {
if (props.disabled || submitting.value) return;
input.value?.click();
}
function reset() {
pending.value = null;
preview.value = null;
submitting.value = false;
for (const key of Object.keys(mapping)) delete mapping[key];
}
function closeMapper() {
reset();
emit('settled');
}
function setColumnField(header: string, field: string) {
if (field) {
for (const [col, current] of Object.entries(mapping)) {
if (col !== header && current === field) mapping[col] = '';
}
}
mapping[header] = field;
}
async function postImport(file: File, map?: Record<string, string>) {
const form = new FormData();
form.append('file', file);
if (map && Object.values(map).some(Boolean)) {
form.append('mapping', JSON.stringify(map));
}
const { data } = await api.post<ImportContactsResult>(props.importPath, form, {
headers: { 'Content-Type': undefined },
});
return data;
}
function apiMessage(e: unknown, fallback: string) {
if (axios.isAxiosError(e)) {
const msg = (e.response?.data as { message?: string | string[] })?.message;
return Array.isArray(msg) ? msg.join('، ') : (msg ?? fallback);
}
return fallback;
}
async function onFile(ev: Event) {
const el = ev.target as HTMLInputElement;
const file = el.files?.[0];
el.value = '';
if (!file) return;
emit('start');
submitting.value = true;
try {
const form = new FormData();
form.append('file', file);
const { data } = await api.post<ExcelPreviewResult>(props.previewPath, form, {
headers: { 'Content-Type': undefined },
});
if (!data.needsMapping) {
emit('done', await postImport(file));
reset();
emit('settled');
return;
}
pending.value = file;
preview.value = data;
for (const col of data.columns) {
mapping[col.header] = data.suggested[col.header] ?? '';
}
} catch (e) {
emit('fail', apiMessage(e, 'خواندن فایل اکسل ناموفق بود'));
reset();
emit('settled');
} finally {
submitting.value = false;
}
}
async function confirmMapping() {
if (!pending.value || !canImport.value) return;
submitting.value = true;
try {
emit('done', await postImport(pending.value, { ...mapping }));
reset();
emit('settled');
} catch (e) {
emit('fail', apiMessage(e, 'ایمپورت ناموفق بود'));
submitting.value = false;
}
}
</script>
<template>
<span class="excel-import" @click.stop="pick">
<slot />
<input
ref="input"
type="file"
accept=".xlsx,application/vnd.openxmlformats-officedocument.spreadsheetml.sheet"
hidden
@change="onFile"
@click.stop
/>
</span>
<UiModal :open="!!preview" title="تطبیق ستون‌های اکسل" @close="closeMapper">
<p class="lead">
ستون‌های این فایل با قالب سیستم یکی نیست. مشخص کنید هر ستون فایل در کدام فیلد ریخته شود.
</p>
<div class="rows">
<div v-for="col in preview?.columns ?? []" :key="col.header" class="row">
<div class="source">
<strong>{{ col.header }}</strong>
<small v-if="col.samples.length">نمونه: {{ col.samples.join('، ') }}</small>
</div>
<UiSelect
:model-value="mapping[col.header] ?? ''"
@update:model-value="setColumnField(col.header, $event)"
>
<option value="">نادیده بگیر</option>
<option v-for="field in preview?.fields ?? []" :key="field.key" :value="field.key">
{{ field.label }}{{ field.required ? ' *' : '' }}
</option>
</UiSelect>
</div>
</div>
<p v-if="!canImport" class="hint">فیلدهای ستاره‌دار را حتماً به یک ستون وصل کنید.</p>
<template #footer>
<UiButton variant="ghost" :disabled="submitting" @click="closeMapper">انصراف</UiButton>
<UiButton :disabled="submitting || !canImport" @click="confirmMapping">
{{ submitting ? 'در حال ورود…' : 'ورود فایل' }}
</UiButton>
</template>
</UiModal>
</template>
<style scoped>
.excel-import {
display: inline-flex;
}
.lead {
margin: 0 0 1rem;
color: var(--muted);
line-height: 1.7;
}
.rows {
display: grid;
gap: 0.75rem;
}
.row {
display: grid;
grid-template-columns: minmax(0, 1.1fr) minmax(0, 0.9fr);
gap: 0.75rem;
align-items: center;
}
.source {
display: grid;
gap: 0.2rem;
min-width: 0;
}
.source strong {
font-size: 0.95rem;
}
.source small {
color: var(--muted);
font-size: 0.78rem;
overflow: hidden;
text-overflow: ellipsis;
white-space: nowrap;
}
.hint {
margin: 0.85rem 0 0;
color: var(--danger);
font-size: 0.85rem;
}
@media (max-width: 700px) {
.row {
grid-template-columns: 1fr;
}
}
</style>
apps/web/src/views/ActivitiesView.vue
+36 -46
View File
@@ -17,6 +17,7 @@ import {
UiPagination,
} from '@/components/ui';
import UiIcon from '@/components/UiIcon.vue';
import ExcelImportFlow from '@/components/ExcelImportFlow.vue';
import ActivityFormView from '@/views/ActivityFormView.vue';
import type {
ActivityDto,
@@ -78,7 +79,6 @@ const activityModal = ref<{
const menuId = ref<string | null>(null);
const busy = ref(false);
const importMsg = ref('');
const fileInput = ref<HTMLInputElement | null>(null);
const counts = ref<Record<ActivityFilter, number>>({
today: 0,
overdue: 0,
@@ -286,44 +286,31 @@ async function exportExcel() {
}
}
function pickImportFile() {
fileInput.value?.click();
}
async function onImportFile(ev: Event) {
const input = ev.target as HTMLInputElement;
const file = input.files?.[0];
input.value = '';
if (!file) return;
function onImportStart() {
busy.value = true;
importMsg.value = '';
error.value = '';
try {
const form = new FormData();
form.append('file', file);
const { data } = await api.post<ImportContactsResult>('/activities/import', form, {
headers: { 'Content-Type': undefined },
});
importMsg.value = `وارد شد: ${data.created} · تکراری رد شد: ${data.skipped}${
data.errors.length ? ` · خطا: ${data.errors.length}` : ''
}`;
if (data.errors.length) {
error.value = data.errors
.slice(0, 3)
.map((e) => `ردیف ${e.row}: ${e.message}`)
.join(' | ');
}
await Promise.all([load(), loadCounts()]);
} catch (e) {
if (axios.isAxiosError(e)) {
const msg = (e.response?.data as { message?: string | string[] })?.message;
error.value = Array.isArray(msg) ? msg.join('، ') : (msg ?? 'ایمپورت ناموفق بود');
} else {
error.value = 'ایمپورت ناموفق بود';
}
} finally {
busy.value = false;
}
async function onImportDone(data: ImportContactsResult) {
importMsg.value = `وارد شد: ${data.created} · تکراری رد شد: ${data.skipped}${
data.errors.length ? ` · خطا: ${data.errors.length}` : ''
}`;
if (data.errors.length) {
error.value = data.errors
.slice(0, 3)
.map((e) => `ردیف ${e.row}: ${e.message}`)
.join(' | ');
}
await Promise.all([load(), loadCounts()]);
}
function onImportFail(message: string) {
error.value = message;
}
function onImportSettled() {
busy.value = false;
}
watch(
@@ -357,17 +344,20 @@ onMounted(() => {
<span class="btn-full">خروجی اکسل</span>
<span class="btn-short">خروجی</span>
</UiButton>
<UiButton variant="ghost" type="button" :disabled="busy" @click.stop="pickImportFile">
<span class="btn-full">ورود از اکسل</span>
<span class="btn-short">ورود</span>
</UiButton>
<input
ref="fileInput"
type="file"
accept=".xlsx,application/vnd.openxmlformats-officedocument.spreadsheetml.sheet"
hidden
@change="onImportFile"
/>
<ExcelImportFlow
preview-path="/activities/import/preview"
import-path="/activities/import"
:disabled="busy"
@start="onImportStart"
@done="onImportDone"
@fail="onImportFail"
@settled="onImportSettled"
>
<UiButton variant="ghost" type="button" :disabled="busy">
<span class="btn-full">ورود از اکسل</span>
<span class="btn-short">ورود</span>
</UiButton>
</ExcelImportFlow>
<UiButton variant="primary" @click="activityModal = {}">
<UiIcon name="plus" :size="16" />
فعالیت جدید
apps/web/src/views/ContactsView.vue
+42 -47
View File
@@ -5,6 +5,7 @@ import axios from 'axios';
import { api } from '@/lib/api';
import { formatJalaliNumeric, toFaDigits } from '@/lib/jalali';
import CustomerMoodFace from '@/components/CustomerMoodFace.vue';
import ExcelImportFlow from '@/components/ExcelImportFlow.vue';
import {
UiButton,
UiModal,
@@ -52,7 +53,6 @@ const error = ref('');
const importMsg = ref('');
const people = ref<PaginatedResponse<PersonDto> | null>(null);
const companies = ref<PaginatedResponse<CompanyDto> | null>(null);
const fileInput = ref<HTMLInputElement | null>(null);
const menuId = ref<string | null>(null);
const sortOpen = ref(false);
const filterOpen = ref(false);
@@ -187,46 +187,38 @@ async function exportExcel() {
}
}
function pickImportFile() {
fileInput.value?.click();
}
const importPreviewPath = computed(() =>
tab.value === 'people' ? '/people/import/preview' : '/companies/import/preview',
);
const importPath = computed(() =>
tab.value === 'people' ? '/people/import' : '/companies/import',
);
async function onImportFile(ev: Event) {
const input = ev.target as HTMLInputElement;
const file = input.files?.[0];
input.value = '';
if (!file) return;
function onImportStart() {
busy.value = true;
importMsg.value = '';
error.value = '';
try {
const form = new FormData();
form.append('file', file);
const path = tab.value === 'people' ? '/people/import' : '/companies/import';
const { data } = await api.post<ImportContactsResult>(path, form, {
headers: { 'Content-Type': undefined },
});
importMsg.value = `وارد شد: ${data.created} · تکراری رد شد: ${data.skipped}${
data.errors.length ? ` · خطا: ${data.errors.length}` : ''
}`;
if (data.errors.length) {
const sample = data.errors
.slice(0, 3)
.map((e) => `ردیف ${e.row}: ${e.message}`)
.join(' | ');
error.value = sample;
}
await load();
} catch (e) {
if (axios.isAxiosError(e)) {
const msg = (e.response?.data as { message?: string | string[] })?.message;
error.value = Array.isArray(msg) ? msg.join('، ') : (msg ?? 'ایمپورت ناموفق بود');
} else {
error.value = 'ایمپورت ناموفق بود';
}
} finally {
busy.value = false;
}
async function onImportDone(data: ImportContactsResult) {
importMsg.value = `وارد شد: ${data.created} · تکراری رد شد: ${data.skipped}${
data.errors.length ? ` · خطا: ${data.errors.length}` : ''
}`;
if (data.errors.length) {
error.value = data.errors
.slice(0, 3)
.map((e) => `ردیف ${e.row}: ${e.message}`)
.join(' | ');
}
await load();
}
function onImportFail(message: string) {
error.value = message;
}
function onImportSettled() {
busy.value = false;
}
watch(
@@ -251,17 +243,20 @@ onMounted(load);
<span class="btn-full">خروجی اکسل</span>
<span class="btn-short">خروجی</span>
</UiButton>
<UiButton variant="ghost" size="sm" :disabled="busy" @click.stop="pickImportFile">
<span class="btn-full">ورود از اکسل</span>
<span class="btn-short">ورود</span>
</UiButton>
<input
ref="fileInput"
type="file"
accept=".xlsx,application/vnd.openxmlformats-officedocument.spreadsheetml.sheet"
hidden
@change="onImportFile"
/>
<ExcelImportFlow
:preview-path="importPreviewPath"
:import-path="importPath"
:disabled="busy"
@start="onImportStart"
@done="onImportDone"
@fail="onImportFail"
@settled="onImportSettled"
>
<UiButton variant="ghost" size="sm" :disabled="busy">
<span class="btn-full">ورود از اکسل</span>
<span class="btn-short">ورود</span>
</UiButton>
</ExcelImportFlow>
<UiButton
variant="primary"
@click="contactModal = tab === 'companies' ? 'company' : 'person'"
apps/web/src/views/PersonFormView.vue
+4 -4
View File
@@ -196,12 +196,12 @@ onMounted(load);
<form v-else class="crm-form" @submit.prevent="submit">
<UiCard>
<div class="crm-form-grid-2">
<UiField label="نام" required for-id="firstName">
<UiInput id="firstName" v-model="firstName" required />
<UiField label="نام" for-id="firstName">
<UiInput id="firstName" v-model="firstName" />
</UiField>
<UiField label="نام خانوادگی" required for-id="lastName">
<UiInput id="lastName" v-model="lastName" required />
<UiField label="نام خانوادگی" for-id="lastName">
<UiInput id="lastName" v-model="lastName" />
</UiField>
<UiField label="موبایل" for-id="mobile">
apps/web/src/views/PipelineBoardView.vue
+39 -44
View File
@@ -16,6 +16,7 @@ import {
moveStageToIndex,
updateDealStage,
} from '@/lib/pipeline-board';
import ExcelImportFlow from '@/components/ExcelImportFlow.vue';
import UiButton from '@/components/ui/UiButton.vue';
import UiInput from '@/components/ui/UiInput.vue';
import UiModal from '@/components/ui/UiModal.vue';
@@ -47,7 +48,6 @@ const deleteStageId = ref<string | null>(null);
const stageBusy = ref(false);
const busy = ref(false);
const importMsg = ref('');
const fileInput = ref<HTMLInputElement | null>(null);
const draggingId = ref<string | null>(null);
const draggingColumnId = ref<string | null>(null);
@@ -390,43 +390,35 @@ async function exportExcel() {
}
}
function pickImportFile() {
fileInput.value?.click();
}
async function onImportFile(ev: Event) {
const input = ev.target as HTMLInputElement;
const file = input.files?.[0];
input.value = '';
if (!file) return;
function onImportStart() {
busy.value = true;
importMsg.value = '';
error.value = '';
try {
const form = new FormData();
form.append('file', file);
const { data } = await api.post<ImportContactsResult>('/deals/import', form, {
headers: { 'Content-Type': undefined },
});
importMsg.value = `وارد شد: ${data.created} · تکراری رد شد: ${data.skipped}${
data.errors.length ? ` · خطا: ${data.errors.length}` : ''
}${data.boards?.length ? ` · کاریز: ${data.boards.join('، ')}` : ''}`;
if (data.errors.length) {
error.value = data.errors
.slice(0, 3)
.map((e) => `ردیف ${e.row}: ${e.message}`)
.join(' | ');
}
if (data.boardId && data.boardId !== selectedPipelineId.value) {
await router.replace({ name: 'pipeline', query: { pipelineId: data.boardId } });
} else {
await load();
}
} catch (e) {
error.value = apiMessage(e, 'ایمپورت ناموفق بود');
} finally {
busy.value = false;
}
async function onImportDone(data: ImportContactsResult) {
importMsg.value = `وارد شد: ${data.created} · تکراری رد شد: ${data.skipped}${
data.errors.length ? ` · خطا: ${data.errors.length}` : ''
}${data.boards?.length ? ` · کاریز: ${data.boards.join('، ')}` : ''}`;
if (data.errors.length) {
error.value = data.errors
.slice(0, 3)
.map((e) => `ردیف ${e.row}: ${e.message}`)
.join(' | ');
}
if (data.boardId && data.boardId !== selectedPipelineId.value) {
await router.replace({ name: 'pipeline', query: { pipelineId: data.boardId } });
} else {
await load();
}
}
function onImportFail(message: string) {
error.value = message;
}
function onImportSettled() {
busy.value = false;
}
function onMenuDeal(dealId: string) {
@@ -472,16 +464,19 @@ defineExpose({ updateDealStage: applyUpdateDealStage });
<button class="btn-ghost-sm" type="button" :disabled="loading || busy" @click="exportExcel">
خروجی اکسل
</button>
<button class="btn-ghost-sm" type="button" :disabled="loading || busy" @click="pickImportFile">
ورود از اکسل
</button>
<input
ref="fileInput"
type="file"
accept=".xlsx,application/vnd.openxmlformats-officedocument.spreadsheetml.sheet"
hidden
@change="onImportFile"
/>
<ExcelImportFlow
preview-path="/deals/import/preview"
import-path="/deals/import"
:disabled="loading || busy"
@start="onImportStart"
@done="onImportDone"
@fail="onImportFail"
@settled="onImportSettled"
>
<button class="btn-ghost-sm" type="button" :disabled="loading || busy">
ورود از اکسل
</button>
</ExcelImportFlow>
</template>
</PipelineToolbar>
apps/web/src/views/ProductsSettingsView.vue
+33 -45
View File
@@ -15,6 +15,7 @@ import {
UiPagination,
UiSelect,
} from '@/components/ui';
import ExcelImportFlow from '@/components/ExcelImportFlow.vue';
import UiIcon from '@/components/UiIcon.vue';
import ProductFormView from '@/views/ProductFormView.vue';
import type { ImportContactsResult, ProductDto } from '@mento/shared';
@@ -41,7 +42,6 @@ const moreOpen = ref(false);
const productModal = ref(false);
const busy = ref(false);
const importMsg = ref('');
const fileInput = ref<HTMLInputElement | null>(null);
const categories = computed(() => {
const set = new Set<string>();
@@ -187,45 +187,32 @@ async function exportExcel() {
}
}
function pickImportFile() {
function onImportStart() {
closeMenus();
fileInput.value?.click();
}
async function onImportFile(ev: Event) {
const input = ev.target as HTMLInputElement;
const file = input.files?.[0];
input.value = '';
if (!file) return;
busy.value = true;
importMsg.value = '';
error.value = '';
try {
const form = new FormData();
form.append('file', file);
const { data } = await api.post<ImportContactsResult>('/products/import', form, {
headers: { 'Content-Type': undefined },
});
importMsg.value = `وارد شد: ${data.created} · تکراری رد شد: ${data.skipped}${
data.errors.length ? ` · خطا: ${data.errors.length}` : ''
}`;
if (data.errors.length) {
error.value = data.errors
.slice(0, 3)
.map((e) => `ردیف ${e.row}: ${e.message}`)
.join(' | ');
}
await load();
} catch (e) {
error.value = axios.isAxiosError(e)
? String(
(e.response?.data as { message?: string | string[] })?.message ??
'ایمپورت ناموفق بود',
)
: 'ایمپورت ناموفق بود';
} finally {
busy.value = false;
}
async function onImportDone(data: ImportContactsResult) {
importMsg.value = `وارد شد: ${data.created} · تکراری رد شد: ${data.skipped}${
data.errors.length ? ` · خطا: ${data.errors.length}` : ''
}`;
if (data.errors.length) {
error.value = data.errors
.slice(0, 3)
.map((e) => `ردیف ${e.row}: ${e.message}`)
.join(' | ');
}
await load();
}
function onImportFail(message: string) {
error.value = message;
}
function onImportSettled() {
busy.value = false;
}
async function toggleActive(product: ProductDto) {
@@ -270,16 +257,17 @@ onMounted(load);
<UiButton variant="ghost" type="button" :disabled="busy" @click="exportExcel">
خروجی اکسل
</UiButton>
<UiButton variant="ghost" type="button" :disabled="busy" @click="pickImportFile">
ورود از اکسل
</UiButton>
<input
ref="fileInput"
type="file"
accept=".xlsx,application/vnd.openxmlformats-officedocument.spreadsheetml.sheet"
hidden
@change="onImportFile"
/>
<ExcelImportFlow
preview-path="/products/import/preview"
import-path="/products/import"
:disabled="busy"
@start="onImportStart"
@done="onImportDone"
@fail="onImportFail"
@settled="onImportSettled"
>
<UiButton variant="ghost" type="button" :disabled="busy">ورود از اکسل</UiButton>
</ExcelImportFlow>
<UiButton variant="primary" @click="productModal = true">
<UiIcon name="plus" :size="16" />
محصول جدید
apps/web/src/views/ProjectBoardView.vue
+39 -46
View File
@@ -17,6 +17,7 @@ import {
moveStageToIndex,
updateDealStage,
} from '@/lib/pipeline-board';
import ExcelImportFlow from '@/components/ExcelImportFlow.vue';
import UiButton from '@/components/ui/UiButton.vue';
import UiInput from '@/components/ui/UiInput.vue';
import UiModal from '@/components/ui/UiModal.vue';
@@ -50,7 +51,6 @@ const deleteStageId = ref<string | null>(null);
const stageBusy = ref(false);
const busy = ref(false);
const importMsg = ref('');
const fileInput = ref<HTMLInputElement | null>(null);
const draggingId = ref<string | null>(null);
const draggingColumnId = ref<string | null>(null);
@@ -387,45 +387,35 @@ async function exportExcel() {
}
}
function pickImportFile() {
fileInput.value?.click();
}
async function onImportFile(ev: Event) {
const input = ev.target as HTMLInputElement;
const file = input.files?.[0];
input.value = '';
if (!file) return;
function onImportStart() {
busy.value = true;
importMsg.value = '';
error.value = '';
try {
const form = new FormData();
form.append('file', file);
const { data } = await api.post<ImportContactsResult>(
'/project-cards/import',
form,
{ headers: { 'Content-Type': undefined } },
);
importMsg.value = `وارد شد: ${data.created} · تکراری رد شد: ${data.skipped}${
data.errors.length ? ` · خطا: ${data.errors.length}` : ''
}${data.boards?.length ? ` · برد: ${data.boards.join('، ')}` : ''}`;
if (data.errors.length) {
error.value = data.errors
.slice(0, 3)
.map((e) => `ردیف ${e.row}: ${e.message}`)
.join(' | ');
}
if (data.boardId && data.boardId !== selectedBoardId.value) {
await router.replace({ name: 'projects', query: { boardId: data.boardId } });
} else {
await load();
}
} catch (e) {
error.value = apiMessage(e, 'ایمپورت ناموفق بود');
} finally {
busy.value = false;
}
async function onImportDone(data: ImportContactsResult) {
importMsg.value = `وارد شد: ${data.created} · تکراری رد شد: ${data.skipped}${
data.errors.length ? ` · خطا: ${data.errors.length}` : ''
}${data.boards?.length ? ` · برد: ${data.boards.join('، ')}` : ''}`;
if (data.errors.length) {
error.value = data.errors
.slice(0, 3)
.map((e) => `ردیف ${e.row}: ${e.message}`)
.join(' | ');
}
if (data.boardId && data.boardId !== selectedBoardId.value) {
await router.replace({ name: 'projects', query: { boardId: data.boardId } });
} else {
await load();
}
}
function onImportFail(message: string) {
error.value = message;
}
function onImportSettled() {
busy.value = false;
}
function onMenuCard(cardId: string) {
@@ -470,16 +460,19 @@ onBeforeUnmount(() => {
<button class="btn-ghost-sm" type="button" :disabled="loading || busy" @click="exportExcel">
خروجی اکسل
</button>
<button class="btn-ghost-sm" type="button" :disabled="loading || busy" @click="pickImportFile">
ورود از اکسل
</button>
<input
ref="fileInput"
type="file"
accept=".xlsx,application/vnd.openxmlformats-officedocument.spreadsheetml.sheet"
hidden
@change="onImportFile"
/>
<ExcelImportFlow
preview-path="/project-cards/import/preview"
import-path="/project-cards/import"
:disabled="loading || busy"
@start="onImportStart"
@done="onImportDone"
@fail="onImportFail"
@settled="onImportSettled"
>
<button class="btn-ghost-sm" type="button" :disabled="loading || busy">
ورود از اکسل
</button>
</ExcelImportFlow>
</template>
</PipelineToolbar>
packages/shared/src/index.ts
+19
View File
@@ -850,6 +850,25 @@ export interface ImportContactsResult {
boards?: string[];
}
export interface ExcelFieldOption {
key: string;
label: string;
required?: boolean;
}
export interface ExcelColumnPreview {
header: string;
index: number;
samples: string[];
}
export interface ExcelPreviewResult {
columns: ExcelColumnPreview[];
fields: ExcelFieldOption[];
suggested: Record<string, string>;
needsMapping: boolean;
}
export interface ProductDto {
id: string;
kind: "product" | "service";