fix: share the dashboard assistant and count leads from data
The hero ask box now uses the same confirm-before-create path as the assistant, count questions use real filters, and lead mobile, Jalali follow-ups, and rial labels stay consistent. Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
Cursor
@@ -12,22 +12,33 @@ import { PrismaService } from '../prisma/prisma.service';
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import {
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type Actor,
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assigneeWhere,
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elevated,
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forScope,
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noteAccessWhere,
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dealAccessWhere,
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ownerWhere,
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projectCardAccessWhere,
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ticketAccessWhere,
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} from '../common/record-scope';
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import {
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BILLING_PLAN_LABELS,
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BUSINESS_FIELD_LABELS,
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PERSON_IMPORT_SOURCE_LABELS,
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USER_ROLE_LABELS,
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brand,
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brandSuggestionFa,
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isBusinessField,
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type BillingPlanCode,
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type PersonImportSource,
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type UserRole,
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} from '@mento/shared';
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import { startOfJalaliMonth, toJalali } from '../common/jalali';
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import { AiService } from './ai.service';
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import {
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classifyCountQuestion,
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personSourceKeys,
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type CountIntent,
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} from './ask-count';
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type CatalogItem = AskMentoSourceDto;
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@@ -136,6 +147,9 @@ export class AiAskService {
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personId?: string,
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chatContext?: string,
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): Promise<AskMentoResponse> {
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const direct = await this.directCount(actor, question);
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if (direct) return { answer: direct, sources: [] };
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const { context, catalog } = await this.buildContext(actor, personId);
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const chatBlock = String(chatContext || '')
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.trim()
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@@ -146,10 +160,13 @@ export class AiAskService {
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}>(
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`You are ${brand.name}, a Persian CRM assistant for this user's account.
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"محیط" means a workspace/organization the user belongs to.
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"مشتری" / "مشتری جدید" means a Person (contact) record.
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"مشتری" means a Person record. "لید" means a Lead record. They are different. Never answer a lead question with the people/customer total.
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Person and company "by source" lines are authoritative. If the user names a source (دستی، اکسل، دیدار، تهحساب، گوشی، فرم، مونتیفای), use that source count only, never the grand total.
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Lead stage and lead source lines are authoritative the same way.
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Period stats use Asia/Tehran calendar: today, yesterday, this_week (Saturday–Friday), this_month (current Jalali month).
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Workspace facts and Period stats are complete and authoritative for counts of customers, companies, activities, deals, won deals, invoices, quotes, products, notes, and tickets.
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Answer ONLY from the CRM context for CRM facts. Never say a listed count is unavailable.
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Workspace facts and Period stats are complete and authoritative for counts.
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You cannot create, update, or delete records. Never say a customer, lead, or activity was created.
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Answer ONLY from the CRM context for CRM facts. Never say a listed count is unavailable. If a requested filter is not in the facts, say that filtered count is not available instead of substituting another total.
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If a "Recent conversation" block is provided, use it only to understand the user's question and tone; do not invent CRM facts from chat alone.
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Do not invent customers, amounts, dates, or promises.
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Return JSON: { "answer": string, "sources": [{ "type": "person"|"note"|"activity"|"deal"|"memory", "id": string, "label": string }] }
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@@ -203,6 +220,333 @@ Rules:
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};
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}
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private leadWhere(actor: Actor) {
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const scoped = forScope(actor, 'leads');
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if (elevated(scoped.role) || scoped.dataVisibility === 'org') return {};
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if (scoped.dataVisibility === 'team' && scoped.visibleUserIds?.length) {
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return { assigneeId: { in: scoped.visibleUserIds } };
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}
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return { assigneeId: scoped.userId };
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}
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private fa(n: number) {
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return new Intl.NumberFormat('fa-IR').format(n);
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}
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private periodRange(key: NonNullable<CountIntent['period']>) {
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const periods = tehranPeriods();
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if (key === 'today') return periods.today;
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if (key === 'yesterday') return periods.yesterday;
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if (key === 'week') return periods.week;
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return periods.month;
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}
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private async directCount(actor: Actor, question: string): Promise<string | null> {
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const intent = classifyCountQuestion(question);
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if (!intent) return null;
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const orgId = actor.organizationId;
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const created =
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intent.period != null
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? {
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createdAt: {
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gte: this.periodRange(intent.period).start,
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lte: this.periodRange(intent.period).end,
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},
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}
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: {};
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const periodNote =
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intent.period === 'today'
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? 'امروز'
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: intent.period === 'yesterday'
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? 'دیروز'
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: intent.period === 'week'
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? 'این هفته'
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: intent.period === 'month'
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? 'این ماه'
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: '';
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if (intent.entity === 'person' || intent.entity === 'company') {
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const where = {
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organizationId: orgId,
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...(intent.entity === 'person' ? ownerWhere(actor) : ownerWhere(actor)),
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...(intent.personSource ? { importSource: intent.personSource } : {}),
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...(intent.entity === 'person' && intent.mood ? { mood: intent.mood } : {}),
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...created,
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};
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const n =
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intent.entity === 'person'
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? await this.prisma.person.count({ where })
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: await this.prisma.company.count({ where });
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const who = intent.entity === 'person' ? 'مشتری' : 'شرکت';
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const source = intent.personSource
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? PERSON_IMPORT_SOURCE_LABELS[intent.personSource]
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: '';
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const mood =
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intent.mood === 'happy'
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? 'خوشحال'
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: intent.mood === 'unhappy'
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? 'ناراضی'
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: intent.mood === 'special'
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? 'خاص'
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: intent.mood === 'newcomer'
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? 'تازهوارد'
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: '';
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const bits = [source, mood, periodNote].filter(Boolean).join(' ');
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const label = bits ? `${who}های ${bits}` : `کل ${who}ها`;
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return `${label}: ${this.fa(n)} تا.`;
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}
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if (intent.entity === 'lead') {
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return this.directLeadCount(actor, intent, created, periodNote);
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}
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if (intent.entity === 'deal') {
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const scope = dealAccessWhere(actor);
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const where = {
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organizationId: orgId,
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...scope,
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...created,
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...(intent.dealBucket === 'open' ? { status: 'open' as const } : {}),
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...(intent.dealBucket === 'won' ? { status: 'won' as const } : {}),
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...(intent.dealBucket === 'lost' ? { status: 'lost' as const } : {}),
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...(intent.dealBucket === 'stale'
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? { status: 'open' as const, OR: [{ isStale: true }, { isRotten: true }] }
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: {}),
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};
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const n = await this.prisma.deal.count({ where });
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const name =
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intent.dealBucket === 'open'
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? 'معاملات باز'
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: intent.dealBucket === 'won'
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? 'معاملات برنده'
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: intent.dealBucket === 'lost'
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? 'معاملات ازدسترفته'
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: intent.dealBucket === 'stale'
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? 'معاملات در خطر'
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: 'کل معاملات';
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return `${periodNote ? `${name} ${periodNote}` : name}: ${this.fa(n)} تا.`;
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}
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const simple: Record<string, () => Promise<number>> = {
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invoice: () =>
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this.prisma.invoice.count({
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where: { organizationId: orgId, ...ownerWhere(actor, 'finance'), ...created },
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}),
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quote: () =>
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this.prisma.quote.count({
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where: { organizationId: orgId, ...ownerWhere(actor, 'finance'), ...created },
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}),
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product: () =>
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this.prisma.product.count({ where: { organizationId: orgId, ...created } }),
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activity: () =>
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this.prisma.activity.count({
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where: { organizationId: orgId, ...assigneeWhere(actor), ...created },
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}),
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ticket: () =>
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this.prisma.ticket.count({
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where: { organizationId: orgId, ...ticketAccessWhere(actor), ...created },
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}),
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note: () =>
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this.prisma.note.count({
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where: { organizationId: orgId, ...noteAccessWhere(actor), ...created },
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}),
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cheque: () => this.prisma.cheque.count({ where: { organizationId: orgId, ...created } }),
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reservation: () =>
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this.prisma.reservationAppointment.count({
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where: { organizationId: orgId, ...created },
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}),
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routine: () =>
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this.prisma.routineTask.count({ where: { organizationId: orgId, ...created } }),
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project: () =>
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this.prisma.projectCard.count({
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where: { organizationId: orgId, ...projectCardAccessWhere(actor), ...created },
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}),
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};
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const counter = simple[intent.entity];
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if (!counter) return null;
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const labels: Record<string, string> = {
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invoice: 'فاکتور',
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quote: 'پیشفاکتور',
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product: 'محصول',
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activity: 'فعالیت',
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ticket: 'تیکت',
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note: 'یادداشت',
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cheque: 'چک',
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reservation: 'رزرو',
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routine: 'کار روتین',
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project: 'کارت پروژه',
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};
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const n = await counter();
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const name = labels[intent.entity] ?? intent.entity;
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return `${periodNote ? `${name}های ${periodNote}` : `کل ${name}ها`}: ${this.fa(n)} تا.`;
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}
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private async directLeadCount(
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actor: Actor,
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intent: CountIntent,
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created: { createdAt?: { gte: Date; lte: Date } },
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periodNote: string,
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) {
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const orgId = actor.organizationId;
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const base = { organizationId: orgId, ...this.leadWhere(actor), ...created };
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const [stages, sources] = await Promise.all([
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this.prisma.leadStage.findMany({
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where: { organizationId: orgId },
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select: { id: true, name: true },
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}),
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this.prisma.lead.groupBy({
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by: ['source'],
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where: base,
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_count: { _all: true },
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}),
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]);
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const compact = (value: string) => value.replace(/[\s]+/g, '').toLowerCase();
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const hint = compact(intent.hint).length >= 2 ? compact(intent.hint) : '';
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const stage = hint
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? stages.find((row) => {
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const name = compact(row.name);
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return name.length >= 2 && (name.includes(hint) || hint.includes(name));
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})
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: undefined;
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const sourceRow = hint
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? sources.find((row) => {
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const name = compact(row.source ?? '');
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return name.length >= 2 && (name.includes(hint) || hint.includes(name));
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})
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: undefined;
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if (hint && !stage && !sourceRow && intent.leadBucket === 'summary') {
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return `لیدی با فیلتر «${intent.hint}» پیدا نشد: ${this.fa(0)} تا.`;
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}
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if (intent.leadBucket === 'summary' && !stage && !sourceRow) {
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const [open, archived, converted, total] = await Promise.all([
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this.prisma.lead.count({
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where: { ...base, archivedAt: null, convertedPersonId: null },
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}),
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this.prisma.lead.count({ where: { ...base, archivedAt: { not: null } } }),
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this.prisma.lead.count({
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where: { ...base, convertedPersonId: { not: null }, archivedAt: null },
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}),
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this.prisma.lead.count({ where: base }),
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]);
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const when = periodNote ? ` ${periodNote}` : '';
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return `لیدهای باز${when}: ${this.fa(open)} تا. کل لیدها ${this.fa(total)} تا است؛ ${this.fa(archived)} بایگانی و ${this.fa(converted)} تبدیلشده.`;
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}
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const where = {
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...base,
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...(intent.leadBucket === 'archived' ? { archivedAt: { not: null } } : {}),
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...(intent.leadBucket === 'converted'
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? { convertedPersonId: { not: null }, archivedAt: null }
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: {}),
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...(intent.leadBucket === 'open'
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? { archivedAt: null, convertedPersonId: null }
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: {}),
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...(stage ? { stageId: stage.id } : {}),
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...(sourceRow ? { source: sourceRow.source } : {}),
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};
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const n = await this.prisma.lead.count({ where });
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const bits = [
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stage?.name,
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sourceRow?.source || '',
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intent.leadBucket === 'archived'
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? 'بایگانی'
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: intent.leadBucket === 'converted'
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? 'تبدیلشده'
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: intent.leadBucket === 'open'
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? 'باز'
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: '',
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periodNote,
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].filter(Boolean);
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return `لیدهای ${bits.join(' ')}: ${this.fa(n)} تا.`;
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}
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private async filterFactLines(actor: Actor) {
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const orgId = actor.organizationId;
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const personScope = ownerWhere(actor);
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const companyScope = ownerWhere(actor);
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const leadBase = { organizationId: orgId, ...this.leadWhere(actor) };
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const [peopleSources, companySources, stages, leadSources, leadCounts, extras] =
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await Promise.all([
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this.prisma.person.groupBy({
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by: ['importSource'],
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where: { organizationId: orgId, ...personScope },
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_count: { _all: true },
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}),
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this.prisma.company.groupBy({
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by: ['importSource'],
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where: { organizationId: orgId, ...companyScope },
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_count: { _all: true },
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}),
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this.prisma.leadStage.findMany({
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where: { organizationId: orgId },
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select: { id: true, name: true },
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orderBy: { position: 'asc' },
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}),
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this.prisma.lead.groupBy({
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by: ['source'],
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where: leadBase,
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_count: { _all: true },
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}),
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Promise.all([
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this.prisma.lead.count({ where: leadBase }),
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this.prisma.lead.count({
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where: { ...leadBase, archivedAt: null, convertedPersonId: null },
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}),
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this.prisma.lead.count({ where: { ...leadBase, archivedAt: { not: null } } }),
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this.prisma.lead.count({
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where: { ...leadBase, convertedPersonId: { not: null }, archivedAt: null },
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}),
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]),
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Promise.all([
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this.prisma.cheque.count({ where: { organizationId: orgId } }),
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this.prisma.reservationAppointment.count({ where: { organizationId: orgId } }),
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this.prisma.routineTask.count({ where: { organizationId: orgId } }),
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this.prisma.projectCard.count({ where: { organizationId: orgId } }),
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]),
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]);
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const sourceLine = (
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label: string,
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rows: Array<{ importSource: string; _count: { _all: number } }>,
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) => {
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const parts = personSourceKeys().map((key) => {
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const hit = rows.find((row) => (row.importSource || 'manual') === key);
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const name = PERSON_IMPORT_SOURCE_LABELS[key as PersonImportSource];
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return `${name}/${key}=${hit?._count._all ?? 0}`;
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});
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return `${label}: ${parts.join(' | ')}`;
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};
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const stageCounts = await this.prisma.lead.groupBy({
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by: ['stageId'],
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where: { ...leadBase, archivedAt: null, convertedPersonId: null },
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_count: { _all: true },
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});
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const stageLine = stages
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.map((stage) => {
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const hit = stageCounts.find((row) => row.stageId === stage.id);
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return `${stage.name}=${hit?._count._all ?? 0}`;
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})
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.join(' | ');
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const sourceBits = leadSources
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.map((row) => `${row.source?.trim() || '(بدون منبع)'}=${row._count._all}`)
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.join(' | ');
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const [leadTotal, leadOpen, leadArchived, leadConverted] = leadCounts;
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const [cheques, reservations, routines, projects] = extras;
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return [
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'People by import source (مشتری؛ دستی=manual). Use the matching source, never the people total, when a source is named:',
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sourceLine('People sources', peopleSources),
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sourceLine('Company sources', companySources),
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`Leads are NOT people. open=${leadOpen} | archived=${leadArchived} | converted=${leadConverted} | total=${leadTotal}`,
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`Lead stages (open only): ${stageLine || 'none'}`,
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`Lead sources: ${sourceBits || 'none'}`,
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`Other totals: cheques=${cheques} | reservations=${reservations} | routine tasks=${routines} | project cards=${projects}`,
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];
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}
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private async countInPeriods(
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count: (start: Date, end: Date) => Promise<number>,
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periods: ReturnType<typeof tehranPeriods>,
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@@ -589,6 +933,7 @@ Rules:
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`Environments: ${envLines.join(' | ') || 'none'}`,
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`Current environment: ${org?.name ?? '—'} | business field: ${field} | team members: ${teamCount}`,
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`Totals: people=${peopleTotal} | companies=${companiesTotal} | products=${productsTotal} | open deals=${openDealCount} | at-risk deals=${staleDealCount} | overdue activities=${overdueActivityCount} | activities due today=${activitiesDueToday}`,
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...(await this.filterFactLines(actor)),
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'Period stats (created/registered unless noted):',
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formatPeriodCounts('People / مشتریان جدید', peoplePeriods),
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peopleTodayNames.length
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