diff --git a/apps/api/src/common/sms-text.ts b/apps/api/src/common/sms-text.ts
index d2c4302..2a35b23 100644
--- a/apps/api/src/common/sms-text.ts
+++ b/apps/api/src/common/sms-text.ts
@@ -21,15 +21,82 @@ function tehranJalaliLong(d: Date) {
   return `${toFaDigits(j.jd)} ${jalaliMonthName(j.jm)} ${toFaDigits(j.jy)}`;
 }
 
+/** قالب بس/بد مثل UI ته‌حساب — برای توکن‌های مانده در پیامک */
+export function formatSmsBedBes(v: unknown, maximumFractionDigits = 3): string {
+  if (v == null) return '';
+  const s = String(v).trim();
+  if (!s || s === 'null' || s === 'undefined' || s === 'NaN') return '';
+  const n = Number(s.replace(/,/g, ''));
+  if (!Number.isFinite(n)) return toFaDigits(s);
+  const abs = toFaDigits(
+    new Intl.NumberFormat('en-US', { maximumFractionDigits }).format(Math.abs(n)),
+  );
+  if (n === 0) return abs;
+  return `${abs} ${n < 0 ? 'بد' : 'بس'}`;
+}
+
+const METAL_FIELD_LABELS: Record<string, string> = {
+  MandeyeVazni: 'طلا',
+  MandeyeVazniNoghre: 'نقره',
+  MandeyeKolBeTALA: 'کل به طلا',
+  MandeMenhayeSeke: 'منهای سکه',
+};
+
+function isMetalMandehKey(key: string) {
+  if (METAL_FIELD_LABELS[key]) return true;
+  if (key.startsWith('Seke_')) return true;
+  return /Vazni|طلا|نقره|فلز|Gold|Silver/i.test(key);
+}
+
+function metalFieldLabel(key: string) {
+  if (METAL_FIELD_LABELS[key]) return METAL_FIELD_LABELS[key]!;
+  if (key.startsWith('Seke_')) return `سکه ${key.slice(5)}`;
+  return key;
+}
+
+/** از فیلدهای مانده ته‌حساب، متن مانده ریالی و فلزی می‌سازد */
+export function smsBalanceTexts(input: {
+  mandehFields?: Array<{ key: string; value: string | null }> | null;
+  rialBalance?: number | null;
+  goldBalance?: number | null;
+}): { rialBalance: string; metalBalance: string } {
+  const fields = input.mandehFields ?? [];
+  const mali = fields.find((f) => f.key === 'MandeyeMali' || f.key === 'MandeyeKolBePool');
+  const rial =
+    formatSmsBedBes(mali?.value ?? input.rialBalance) ||
+    formatSmsBedBes(input.rialBalance);
+  const metalParts = fields
+    .filter((f) => isMetalMandehKey(f.key) && f.value != null && String(f.value).trim() !== '')
+    .map((f) => `${metalFieldLabel(f.key)} ${formatSmsBedBes(f.value)}`.trim())
+    .filter(Boolean);
+  const metal =
+    metalParts.join('، ') ||
+    (input.goldBalance != null && formatSmsBedBes(input.goldBalance)
+      ? `طلا ${formatSmsBedBes(input.goldBalance)}`
+      : '');
+  return { rialBalance: rial, metalBalance: metal };
+}
+
 export function renderSmsText(
   text: string,
-  vars: { name?: string; phone?: string; title?: string; company?: string },
+  vars: {
+    name?: string;
+    phone?: string;
+    title?: string;
+    company?: string;
+    from?: string;
+    rialBalance?: string;
+    metalBalance?: string;
+  },
 ) {
   return applyMessageTemplate(text, {
     name: vars.name,
     phone: vars.phone,
     title: vars.title,
     company: vars.company,
+    from: vars.from,
+    rialBalance: vars.rialBalance,
+    metalBalance: vars.metalBalance,
     date: tehranJalaliLong(new Date()),
   }).trim();
 }
diff --git a/apps/api/src/contacts/people.service.ts b/apps/api/src/contacts/people.service.ts
index 2366ed0..a82fd00 100644
--- a/apps/api/src/contacts/people.service.ts
+++ b/apps/api/src/contacts/people.service.ts
@@ -56,7 +56,8 @@ import { GamificationService } from '../gamification/gamification.service';
 import { parseBirthDate } from '../common/excel';
 import { SmsGatewayService } from '../sms-billing/sms-gateway.service';
 import { selectMonthBirthdays } from './birthday-month';
-import { renderSmsText } from '../common/sms-text';
+import { renderSmsText, smsBalanceTexts } from '../common/sms-text';
+import { extractMandehRaw } from '../integrations/tahesab/tahesab-methods';
 import { normalizeTags } from '../common/tags';
 import { buildSearchWhere, ci, splitCsv } from '../common/search';
 import {
@@ -763,6 +764,7 @@ export class PeopleService implements OnModuleInit {
         lastName: true,
         mobile: true,
         phone: true,
+        position: true,
         ownerId: true,
         birthDate: true,
         company: { select: { name: true } },
@@ -836,12 +838,15 @@ export class PeopleService implements OnModuleInit {
         );
       }
     }
-    const message = renderSmsText(body, {
-      name: fullName,
-      phone: mobile,
-      title: fullName,
-      company: person.company?.name ?? '',
-    });
+    const message = renderSmsText(
+      body,
+      await this.personSmsVars(actor.organizationId, person.id, {
+        name: fullName,
+        phone: mobile,
+        title: person.position?.trim() || '',
+        company: person.company?.name ?? '',
+      }),
+    );
     if (!message) throw new BadRequestException('متن پیامک خالی است.');
     const result = await this.sms.send({
       organizationId: actor.organizationId,
@@ -902,12 +907,15 @@ export class PeopleService implements OnModuleInit {
     const person = await this.get(actor, personId);
     const mobile = person.mobile || person.phone;
     if (!mobile) throw new BadRequestException('برای این مشتری شماره موبایل ثبت نشده است.');
-    const message = renderSmsText(body, {
-      name: person.fullName,
-      phone: mobile,
-      title: person.fullName,
-      company: person.company?.name ?? '',
-    });
+    const message = renderSmsText(
+      body,
+      await this.personSmsVars(actor.organizationId, person.id, {
+        name: person.fullName,
+        phone: mobile,
+        title: person.position?.trim() || '',
+        company: person.company?.name ?? '',
+      }),
+    );
     if (!message) throw new BadRequestException('متن پیامک خالی است.');
     const result = await this.sms.send({
       organizationId: actor.organizationId,
@@ -937,6 +945,52 @@ export class PeopleService implements OnModuleInit {
     return { ok: true };
   }
 
+  /** نام سازمان + مانده‌های کش‌شدهٔ ته‌حساب برای توکن‌های پیامک */
+  private async personSmsVars(
+    organizationId: string,
+    personId: string,
+    base: {
+      name: string;
+      phone: string;
+      title: string;
+      company: string;
+    },
+  ) {
+    const [org, link] = await Promise.all([
+      this.prisma.organization.findUnique({
+        where: { id: organizationId },
+        select: { name: true },
+      }),
+      this.prisma.personAccountingLink.findFirst({
+        where: { personId, connection: { organizationId } },
+        orderBy: [
+          { connection: { isDefault: 'desc' } },
+          { linkedAt: 'desc' },
+        ],
+        include: { balanceCache: true },
+      }),
+    ]);
+    let rialBalance = '';
+    let metalBalance = '';
+    const cache = link?.balanceCache;
+    if (cache) {
+      const rawView = extractMandehRaw(cache.rawResponse);
+      const bal = smsBalanceTexts({
+        mandehFields: rawView.fields,
+        rialBalance: cache.rialBalance,
+        goldBalance: cache.goldBalance,
+      });
+      rialBalance = bal.rialBalance;
+      metalBalance = bal.metalBalance;
+    }
+    return {
+      ...base,
+      from: org?.name?.trim() || '',
+      rialBalance,
+      metalBalance,
+    };
+  }
+
   listSmsHistory(actor: Actor, personId: string, limit?: number) {
     return this.get(actor, personId).then(() =>
       this.outboundSms.historyForPerson(actor.organizationId, personId, limit),
diff --git a/apps/api/src/leads/leads.service.ts b/apps/api/src/leads/leads.service.ts
index f693e13..c49cc81 100644
--- a/apps/api/src/leads/leads.service.ts
+++ b/apps/api/src/leads/leads.service.ts
@@ -1572,11 +1572,16 @@ export class LeadsService {
     const mobile = lead.mobile || lead.phone;
     if (!mobile) throw new BadRequestException('برای این لید شماره موبایل ثبت نشده است.');
     const name = (lead.contactName || lead.title).trim();
+    const org = await this.prisma.organization.findUnique({
+      where: { id: actor.organizationId },
+      select: { name: true },
+    });
     const message = renderSmsText(body, {
       name,
       phone: mobile,
       title: lead.title,
-      company: lead.contactName ? lead.title : '',
+      company: lead.trade?.trim() || '',
+      from: org?.name?.trim() || '',
     });
     if (!message) throw new BadRequestException('متن پیامک خالی است.');
     const result = await this.sms.send({
diff --git a/apps/api/src/message-automations/__tests__/message-automation.check.ts b/apps/api/src/message-automations/__tests__/message-automation.check.ts
index 7368eeb..6fd16a8 100644
--- a/apps/api/src/message-automations/__tests__/message-automation.check.ts
+++ b/apps/api/src/message-automations/__tests__/message-automation.check.ts
@@ -56,7 +56,19 @@ function testTemplate() {
     }) === 'سلام علی 0912',
     'name phone vars',
   );
-  assert(clipSms('الف'.repeat(200)).length === 200, 'sms is not clipped');
+  assert(
+    applyMessageTemplate('تبریک {از طرف}', { from: 'هنراندیشه' }) ===
+      'تبریک هنراندیشه',
+    'from org var',
+  );
+  assert(
+    applyMessageTemplate('مانده {مانده ریالی} / {مانده فلزی}', {
+      rialBalance: '۱۰۰۰ بس',
+      metalBalance: 'طلا ۲',
+    }) === 'مانده ۱۰۰۰ بس / طلا ۲',
+    'balance vars',
+  );
+  assert(clipSms('ا'.repeat(200)).length === 200, 'sms is not clipped');
 }
 
 testDelay();
diff --git a/apps/api/src/message-automations/message-automation.util.ts b/apps/api/src/message-automations/message-automation.util.ts
index 4bbbd24..226f79b 100644
--- a/apps/api/src/message-automations/message-automation.util.ts
+++ b/apps/api/src/message-automations/message-automation.util.ts
@@ -77,6 +77,17 @@ export function buildSendAts(
   return times;
 }
 
+/** یکسان‌سازی کلید توکن‌های قالب (فاصله/ZWNJ/ی عربی). */
+export function normalizeTemplateKey(key: string): string {
+  return String(key ?? '')
+    .normalize('NFKC')
+    .replace(/[\u200c\u200d\u200e\u200f\ufeff]/g, '')
+    .replace(/ي/g, 'ی')
+    .replace(/ك/g, 'ک')
+    .replace(/\s+/g, ' ')
+    .trim();
+}
+
 export function applyMessageTemplate(
   text: string,
   vars: {
@@ -85,22 +96,44 @@ export function applyMessageTemplate(
     phone?: string;
     date?: string;
     company?: string;
+    /** نام سازمان فرستنده */
+    from?: string;
+    /** مانده مالی قالب‌بندی‌شده */
+    rialBalance?: string;
+    /** مانده‌های وزنی/فلزی قالب‌بندی‌شده */
+    metalBalance?: string;
   },
 ): string {
-  const map: Record<string, string> = {
-    title: vars.title ?? '',
-    عنوان: vars.title ?? '',
-    نام: vars.name ?? '',
-    name: vars.name ?? '',
-    شماره: vars.phone ?? '',
-    phone: vars.phone ?? '',
-    تاریخ: vars.date ?? '',
-    date: vars.date ?? '',
-    شرکت: vars.company ?? '',
-    company: vars.company ?? '',
-  };
+  const from = vars.from ?? '';
+  const rial = vars.rialBalance ?? '';
+  const metal = vars.metalBalance ?? '';
+  const entries: Array<[string, string]> = [
+    ['title', vars.title ?? ''],
+    ['عنوان', vars.title ?? ''],
+    ['نام', vars.name ?? ''],
+    ['name', vars.name ?? ''],
+    ['شماره', vars.phone ?? ''],
+    ['phone', vars.phone ?? ''],
+    ['تاریخ', vars.date ?? ''],
+    ['date', vars.date ?? ''],
+    ['شرکت', vars.company ?? ''],
+    ['company', vars.company ?? ''],
+    ['از طرف', from],
+    ['ازطرف', from],
+    ['from', from],
+    ['مانده ریالی', rial],
+    ['ماندهریالی', rial],
+    ['rialBalance', rial],
+    ['مانده فلزی', metal],
+    ['ماندهفلزی', metal],
+    ['metalBalance', metal],
+  ];
+  const map: Record<string, string> = {};
+  for (const [key, value] of entries) {
+    map[normalizeTemplateKey(key)] = value;
+  }
   return text.replace(/\{([^}]+)\}/g, (full, key: string) => {
-    const next = map[key.trim()];
+    const next = map[normalizeTemplateKey(key)];
     return next === undefined ? full : next;
   });
 }
diff --git a/apps/api/src/message-automations/message-automations.service.ts b/apps/api/src/message-automations/message-automations.service.ts
index 4b4f0b3..68ff3e1 100644
--- a/apps/api/src/message-automations/message-automations.service.ts
+++ b/apps/api/src/message-automations/message-automations.service.ts
@@ -356,6 +356,10 @@ export class MessageAutomationsService {
         })
       : null;
     const lead = await this.lookupLead(job);
+    const org = await this.prisma.organization.findUnique({
+      where: { id: job.organizationId },
+      select: { name: true },
+    });
     const personName = person
       ? [person.firstName, person.lastName].filter(Boolean).join(' ').trim()
       : '';
@@ -366,6 +370,7 @@ export class MessageAutomationsService {
       phone,
       date: formatJalaliDayFa(new Date()),
       company: person?.company?.name ?? '',
+      from: org?.name?.trim() || '',
     };
     const title = applyMessageTemplate(job.rule.title, vars).slice(0, 200);
     const body = applyMessageTemplate(job.rule.body, vars);
diff --git a/apps/api/src/sms-campaigns/sms-campaigns.service.ts b/apps/api/src/sms-campaigns/sms-campaigns.service.ts
index 28ee921..73ca8bf 100644
--- a/apps/api/src/sms-campaigns/sms-campaigns.service.ts
+++ b/apps/api/src/sms-campaigns/sms-campaigns.service.ts
@@ -511,7 +511,7 @@ export class SmsCampaignsService {
     const leadIds = batch
       .map((r) => r.leadId)
       .filter((id): id is string => Boolean(id));
-    const [people, leads] = await Promise.all([
+    const [people, leads, org] = await Promise.all([
       personIds.length
         ? this.prisma.person.findMany({
             where: { id: { in: personIds } },
@@ -535,9 +535,14 @@ export class SmsCampaignsService {
             },
           })
         : Promise.resolve([]),
+      this.prisma.organization.findUnique({
+        where: { id: campaign.organizationId },
+        select: { name: true },
+      }),
     ]);
     const personMap = new Map(people.map((p) => [p.id, p]));
     const leadMap = new Map(leads.map((l) => [l.id, l]));
+    const fromOrg = org?.name?.trim() || '';
 
     let sent = 0;
     let failed = 0;
@@ -572,6 +577,7 @@ export class SmsCampaignsService {
         phone: recipient.mobile,
         title,
         company,
+        from: fromOrg,
       });
 
       const personalized = await this.tracking.personalizeSmsBody({
diff --git a/apps/api/test/message-automation.test.ts b/apps/api/test/message-automation.test.ts
index a7dcb96..036b740 100644
--- a/apps/api/test/message-automation.test.ts
+++ b/apps/api/test/message-automation.test.ts
@@ -38,6 +38,10 @@ describe('اتوماسیون پیام', () => {
       'سلام علی از منتکت - {unknown}',
     );
     assert.equal(applyMessageTemplate('{ name }', { name: 'x' }), 'x');
+    assert.equal(
+      applyMessageTemplate('از طرف {از طرف}', { from: 'هنراندیشه' }),
+      'از طرف هنراندیشه',
+    );
   });
 
   it('متن پیامک بریده نمی‌شود', () => {
diff --git a/apps/web/src/components/SmsComposeModal.vue b/apps/web/src/components/SmsComposeModal.vue
index a4b9cd0..58f2f03 100644
--- a/apps/web/src/components/SmsComposeModal.vue
+++ b/apps/web/src/components/SmsComposeModal.vue
@@ -1,19 +1,23 @@
 <script setup lang="ts">
-import { computed, ref, watch } from 'vue';
+import { computed, nextTick, ref, watch } from 'vue';
 import axios from 'axios';
 import type {
   OutboundSmsHistoryResponse,
   OutboundSmsLogDto,
+  PersonAssetsDto,
   SmsTemplateDto,
 } from '@mento/shared';
 import {
   MESSAGE_AUTOMATION_FIELDS,
+  SMS_TEMPLATE_BODY_MAX,
   SMS_TEMPLATE_MAX,
   SMS_TEMPLATE_NAME_MAX,
   countSmsParts,
 } from '@mento/shared';
 import { api } from '@/lib/api';
 import { formatJalaliDay, formatJalaliNumeric, toFaDigits } from '@/lib/jalali';
+import { formatTahesabBedBes } from '@/lib/tahesab';
+import { useAuthStore } from '@/stores/auth';
 import { UiButton, UiModal } from '@/components/ui';
 
 const props = withDefaults(
@@ -34,7 +38,7 @@ const props = withDefaults(
     recordTitle: '',
     company: '',
     title: 'ارسال پیامک',
-    defaultText: 'سلام {نام} عزیز',
+    defaultText: '',
     nest: false,
   },
 );
@@ -44,27 +48,70 @@ const emit = defineEmits<{
   sent: [];
 }>();
 
+type Panel = 'none' | 'fields' | 'templates';
+
+const auth = useAuthStore();
 const text = ref('');
 const busy = ref(false);
 const error = ref('');
 const done = ref('');
-const fieldsOpen = ref(false);
-const templatesOpen = ref(false);
+const notice = ref('');
+const panel = ref<Panel>('none');
 const savingTemplate = ref(false);
 const templateName = ref('');
+const templateBody = ref('');
 const bodyEl = ref<HTMLTextAreaElement | null>(null);
+const templateBodyEl = ref<HTMLTextAreaElement | null>(null);
 const history = ref<OutboundSmsLogDto[]>([]);
 const historyLoading = ref(false);
 const templates = ref<SmsTemplateDto[]>([]);
 const templatesLoading = ref(false);
+const fromOrg = ref('');
+const rialBalanceText = ref('');
+const metalBalanceText = ref('');
+
+const METAL_FIELD_LABELS: Record<string, string> = {
+  MandeyeVazni: 'طلا',
+  MandeyeVazniNoghre: 'نقره',
+  MandeyeKolBeTALA: 'کل به طلا',
+  MandeMenhayeSeke: 'منهای سکه',
+};
+
+function isMetalMandehKey(key: string) {
+  if (METAL_FIELD_LABELS[key]) return true;
+  if (key.startsWith('Seke_')) return true;
+  return /Vazni|طلا|نقره|فلز|Gold|Silver/i.test(key);
+}
+
+function metalFieldLabel(key: string) {
+  if (METAL_FIELD_LABELS[key]) return METAL_FIELD_LABELS[key]!;
+  if (key.startsWith('Seke_')) return `سکه ${key.slice(5)}`;
+  return key;
+}
+
+function applyAssetsToVars(assets: PersonAssetsDto) {
+  const fields = assets.mandehFields ?? [];
+  const mali = fields.find((f) => f.key === 'MandeyeMali' || f.key === 'MandeyeKolBePool');
+  const rialRaw = mali?.value ?? assets.rialBalance;
+  rialBalanceText.value =
+    rialRaw == null || String(rialRaw).trim() === ''
+      ? ''
+      : formatTahesabBedBes(rialRaw);
+  const metalParts = fields
+    .filter((f) => isMetalMandehKey(f.key) && f.value != null && String(f.value).trim() !== '')
+    .map((f) => `${metalFieldLabel(f.key)} ${formatTahesabBedBes(f.value)}`.trim());
+  metalBalanceText.value =
+    metalParts.join('، ') ||
+    (assets.goldBalance != null ? `طلا ${formatTahesabBedBes(assets.goldBalance)}` : '');
+}
 
 const preview = computed(() => fill(text.value));
 const count = computed(() => text.value.length);
 const parts = computed(() => countSmsParts(text.value));
 const canSaveTemplate = computed(
   () =>
-    text.value.trim().length >= 2 &&
     templateName.value.trim().length >= 1 &&
+    templateBody.value.trim().length >= 2 &&
     templates.value.length < SMS_TEMPLATE_MAX &&
     !savingTemplate.value,
 );
@@ -76,15 +123,43 @@ watch(
     text.value = props.defaultText;
     error.value = '';
     done.value = '';
-    fieldsOpen.value = false;
-    templatesOpen.value = false;
+    notice.value = '';
+    panel.value = 'none';
     templateName.value = '';
+    templateBody.value = '';
     busy.value = false;
+    fromOrg.value = auth.user?.organizationName?.trim() || '';
+    rialBalanceText.value = '';
+    metalBalanceText.value = '';
     void loadHistory();
     void loadTemplates();
+    void loadContextVars();
   },
 );
 
+async function loadContextVars() {
+  if (!fromOrg.value) {
+    try {
+      const { data } = await api.get<{ name?: string }>('/organizations/current');
+      if (data?.name?.trim()) fromOrg.value = data.name.trim();
+    } catch {
+      /* نام سازمان از auth کافی است */
+    }
+  }
+  const personMatch = props.endpoint.match(/\/people\/([^/]+)\/(?:sms|birthday-sms)/);
+  if (!personMatch?.[1]) return;
+  try {
+    const { data } = await api.get<PersonAssetsDto>(
+      `/integrations/tahesab/people/${personMatch[1]}/assets`,
+      { params: { refresh: '0' } },
+    );
+    applyAssetsToVars(data);
+  } catch {
+    rialBalanceText.value = '';
+    metalBalanceText.value = '';
+  }
+}
+
 async function loadHistory() {
   history.value = [];
   if (!props.historyEndpoint) return;
@@ -106,74 +181,135 @@ async function loadTemplates() {
   try {
     const { data } = await api.get<SmsTemplateDto[]>('/sms-templates');
     templates.value = Array.isArray(data) ? data : [];
-  } catch {
+  } catch (e) {
     templates.value = [];
+    error.value = apiMessage(e, 'بارگذاری پیامک‌های آماده ناموفق بود.');
   } finally {
     templatesLoading.value = false;
   }
 }
 
+const EMPTY_FIELD_HINT: Record<string, string> = {
+  عنوان: '〔عنوان ثبت نشده〕',
+  title: '〔عنوان ثبت نشده〕',
+  شرکت: '〔شرکت مشتری ثبت نشده〕',
+  company: '〔شرکت مشتری ثبت نشده〕',
+  نام: '〔نام ثبت نشده〕',
+  name: '〔نام ثبت نشده〕',
+  شماره: '〔شماره ثبت نشده〕',
+  phone: '〔شماره ثبت نشده〕',
+  'از طرف': '〔سازمان ثبت نشده〕',
+  from: '〔سازمان ثبت نشده〕',
+  'مانده ریالی': '〔مانده ریالی نیست〕',
+  rialBalance: '〔مانده ریالی نیست〕',
+  'مانده فلزی': '〔مانده فلزی نیست〕',
+  metalBalance: '〔مانده فلزی نیست〕',
+};
+
+function normalizeTemplateKey(key: string) {
+  return String(key ?? '')
+    .normalize('NFKC')
+    .replace(/[\u200c\u200d\u200e\u200f\ufeff]/g, '')
+    .replace(/ي/g, 'ی')
+    .replace(/ك/g, 'ک')
+    .replace(/\s+/g, ' ')
+    .trim();
+}
+
+/** پیش‌نمایش؛ اگر مقدار خالی باشد نشانه می‌گذارد تا با فیلد خالی قاطی نشود. */
 function fill(source: string) {
-  const map: Record<string, string> = {
-    نام: props.name,
-    name: props.name,
-    شماره: props.phone,
-    phone: props.phone,
-    تاریخ: formatJalaliDay(new Date()),
-    date: formatJalaliDay(new Date()),
-    عنوان: props.recordTitle || props.name,
-    title: props.recordTitle || props.name,
-    شرکت: props.company,
-    company: props.company,
-  };
-  return source.replace(/\{([^}]+)\}/g, (full, key: string) => {
-    const next = map[key.trim()];
-    return next === undefined ? full : next;
+  const from = fromOrg.value.trim();
+  const rial = rialBalanceText.value.trim();
+  const metal = metalBalanceText.value.trim();
+  const entries: Array<[string, string]> = [
+    ['نام', props.name.trim()],
+    ['name', props.name.trim()],
+    ['شماره', props.phone.trim()],
+    ['phone', props.phone.trim()],
+    ['تاریخ', formatJalaliDay(new Date())],
+    ['date', formatJalaliDay(new Date())],
+    ['عنوان', props.recordTitle.trim()],
+    ['title', props.recordTitle.trim()],
+    ['شرکت', props.company.trim()],
+    ['company', props.company.trim()],
+    ['از طرف', from],
+    ['ازطرف', from],
+    ['from', from],
+    ['مانده ریالی', rial],
+    ['ماندهریالی', rial],
+    ['rialBalance', rial],
+    ['مانده فلزی', metal],
+    ['ماندهفلزی', metal],
+    ['metalBalance', metal],
+  ];
+  const map: Record<string, string> = {};
+  const hints: Record<string, string> = {};
+  for (const [key, value] of entries) {
+    const norm = normalizeTemplateKey(key);
+    map[norm] = value;
+    if (EMPTY_FIELD_HINT[key]) hints[norm] = EMPTY_FIELD_HINT[key]!;
+  }
+  return source.replace(/\{([^}]+)\}/g, (full, rawKey: string) => {
+    const key = normalizeTemplateKey(rawKey);
+    if (!(key in map)) return full;
+    const next = map[key] ?? '';
+    if (next) return next;
+    return hints[key] ?? full;
   });
 }
 
-function insertField(token: string) {
-  const el = bodyEl.value;
-  const current = text.value;
+function insertInto(
+  target: 'compose' | 'draft',
+  token: string,
+) {
+  const el = target === 'compose' ? bodyEl.value : templateBodyEl.value;
+  const current = target === 'compose' ? text.value : templateBody.value;
+  const setValue = (next: string) => {
+    if (target === 'compose') text.value = next;
+    else templateBody.value = next;
+  };
   if (!el) {
-    text.value = `${current}${token}`;
-  } else {
-    const start = el.selectionStart ?? current.length;
-    const end = el.selectionEnd ?? start;
-    text.value = `${current.slice(0, start)}${token}${current.slice(end)}`;
-    const caret = start + token.length;
-    requestAnimationFrame(() => {
-      el.focus();
-      el.setSelectionRange(caret, caret);
-    });
+    setValue(`${current}${token}`);
+    return;
   }
+  const start = el.selectionStart ?? current.length;
+  const end = el.selectionEnd ?? start;
+  setValue(`${current.slice(0, start)}${token}${current.slice(end)}`);
+  const caret = start + token.length;
+  void nextTick(() => {
+    el.focus();
+    el.setSelectionRange(caret, caret);
+  });
 }
 
-function toggleFields() {
-  fieldsOpen.value = !fieldsOpen.value;
-}
-
-function toggleTemplates() {
-  templatesOpen.value = !templatesOpen.value;
-  if (templatesOpen.value) void loadTemplates();
+function openPanel(next: Panel) {
+  panel.value = panel.value === next ? 'none' : next;
+  notice.value = '';
+  if (panel.value === 'templates') {
+    error.value = '';
+    void loadTemplates();
+  }
 }
 
 function applyTemplate(item: SmsTemplateDto) {
   text.value = item.body;
-  templatesOpen.value = false;
   error.value = '';
+  notice.value = `قالب «${item.name}» در متن پیام قرار گرفت.`;
 }
 
 async function saveTemplate() {
   const name = templateName.value.trim().slice(0, SMS_TEMPLATE_NAME_MAX);
-  const body = text.value.trim();
+  const body = templateBody.value.trim().slice(0, SMS_TEMPLATE_BODY_MAX);
   if (!canSaveTemplate.value || !name || body.length < 2) return;
   savingTemplate.value = true;
   error.value = '';
+  notice.value = '';
   try {
     const { data } = await api.post<SmsTemplateDto[]>('/sms-templates', { name, body });
     templates.value = Array.isArray(data) ? data : [];
     templateName.value = '';
+    templateBody.value = '';
+    notice.value = `پیامک آماده «${name}» ذخیره شد.`;
   } catch (e) {
     error.value = apiMessage(e, 'ذخیره پیامک آماده ناموفق بود.');
   } finally {
@@ -184,9 +320,11 @@ async function saveTemplate() {
 async function removeTemplate(item: SmsTemplateDto) {
   if (!confirm(`پیامک آماده «${item.name}» حذف شود؟`)) return;
   error.value = '';
+  notice.value = '';
   try {
     const { data } = await api.delete<SmsTemplateDto[]>(`/sms-templates/${item.id}`);
     templates.value = Array.isArray(data) ? data : [];
+    notice.value = `«${item.name}» حذف شد.`;
   } catch (e) {
     error.value = apiMessage(e, 'حذف پیامک آماده ناموفق بود.');
   }
@@ -204,6 +342,7 @@ async function send(force = false) {
   if (!props.endpoint || busy.value || done.value) return;
   busy.value = true;
   error.value = '';
+  notice.value = '';
   try {
     await api.post(props.endpoint, { text: text.value, ...(force ? { force: true } : {}) });
     done.value = 'پیامک ارسال شد.';
@@ -241,82 +380,140 @@ function statusLabel(status: OutboundSmsLogDto['status']) {
 
     <div class="tools">
       <div class="tool-row">
-        <button type="button" class="pill" :class="{ on: fieldsOpen }" @click="toggleFields">
+        <button
+          type="button"
+          class="pill"
+          :class="{ on: panel === 'fields' }"
+          @click="openPanel('fields')"
+        >
           فیلدهای پویا
         </button>
         <button
           type="button"
           class="pill"
-          :class="{ on: templatesOpen }"
-          @click="toggleTemplates"
+          :class="{ on: panel === 'templates' }"
+          @click="openPanel('templates')"
         >
-          پیامک‌های آماده
+          ساخت پیامک آماده
         </button>
       </div>
-      <div v-if="fieldsOpen" class="fields">
-        <button
-          v-for="item in MESSAGE_AUTOMATION_FIELDS"
-          :key="item.token"
-          type="button"
-          @click="insertField(item.token)"
-        >
-          <code>{{ item.token }}</code>
-          <span>{{ item.label }}</span>
-        </button>
-      </div>
-      <div v-if="templatesOpen" class="templates">
-        <p v-if="templatesLoading" class="muted">در حال بارگذاری…</p>
-        <p v-else-if="!templates.length" class="muted empty">
-          هنوز پیامک آماده‌ای نیست. متن را بنویسید و ذخیره کنید.
-        </p>
-        <ul v-else class="template-list">
-          <li v-for="item in templates" :key="item.id">
-            <button type="button" class="pick" @click="applyTemplate(item)">
-              <strong>{{ item.name }}</strong>
-              <span>{{ item.body }}</span>
-            </button>
-            <button
-              type="button"
-              class="del"
-              :aria-label="`حذف ${item.name}`"
-              @click="removeTemplate(item)"
-            >
-              حذف
-            </button>
-          </li>
-        </ul>
-        <div class="tpl-fields" role="group" aria-label="فیلدهای پویا برای متن آماده">
-          <span class="tpl-fields-label">درج فیلد در متن:</span>
+
+      <div v-if="panel === 'fields'" class="panel">
+        <p class="panel-hint">روی فیلد بزنید تا داخل متن پیام درج شود.</p>
+        <div class="field-grid">
           <button
             v-for="item in MESSAGE_AUTOMATION_FIELDS"
-            :key="`tpl-${item.token}`"
+            :key="item.token"
             type="button"
-            :title="item.label"
-            @click="insertField(item.token)"
+            @click="insertInto('compose', item.token)"
           >
             <code>{{ item.token }}</code>
+            <span>{{ item.label }}</span>
           </button>
         </div>
-        <form class="save-row" @submit.prevent="saveTemplate">
+      </div>
+
+      <div v-if="panel === 'templates'" class="panel">
+        <div class="draft">
+          <strong>ساخت پیامک آماده جدید</strong>
+          <p class="panel-hint">این متن جدا از پیام ارسالی است؛ بعد از ذخیره، عنوانش بالا برای استفاده سریع می‌آید.</p>
           <input
             v-model="templateName"
             type="text"
             :maxlength="SMS_TEMPLATE_NAME_MAX"
-            placeholder="نام پیامک آماده"
+            placeholder="نام قالب (مثلاً پیگیری جلسه)"
             autocomplete="off"
           />
-          <button type="submit" :disabled="!canSaveTemplate">
-            {{ savingTemplate ? '…' : 'ذخیره متن فعلی' }}
+          <textarea
+            ref="templateBodyEl"
+            v-model="templateBody"
+            rows="3"
+            :maxlength="SMS_TEMPLATE_BODY_MAX"
+            placeholder="متن قالب، مثلاً: سلام {نام} عزیز…"
+          />
+          <div class="tpl-fields" role="group" aria-label="فیلدهای پویا برای قالب">
+            <span class="tpl-fields-label">درج فیلد در قالب:</span>
+            <button
+              v-for="item in MESSAGE_AUTOMATION_FIELDS"
+              :key="`tpl-${item.token}`"
+              type="button"
+              :title="item.label"
+              @click="insertInto('draft', item.token)"
+            >
+              <code>{{ item.token }}</code>
+            </button>
+          </div>
+          <button
+            type="button"
+            class="save-btn"
+            :disabled="!canSaveTemplate"
+            @click="saveTemplate"
+          >
+            {{ savingTemplate ? 'در حال ذخیره…' : 'ذخیره قالب' }}
           </button>
-        </form>
-        <p v-if="templates.length >= SMS_TEMPLATE_MAX" class="muted">
-          سقف {{ toFaDigits(SMS_TEMPLATE_MAX) }} قالب پر شده است.
-        </p>
+          <p v-if="templates.length >= SMS_TEMPLATE_MAX" class="muted">
+            سقف {{ toFaDigits(SMS_TEMPLATE_MAX) }} قالب پر شده است.
+          </p>
+        </div>
+
+        <div v-if="templates.length" class="manage-list">
+          <p class="panel-hint">حذف قالب‌های ذخیره‌شده:</p>
+          <ul class="template-list">
+            <li v-for="item in templates" :key="`del-${item.id}`">
+              <span class="pick-name">{{ item.name }}</span>
+              <button
+                type="button"
+                class="del"
+                :aria-label="`حذف ${item.name}`"
+                @click="removeTemplate(item)"
+              >
+                حذف
+              </button>
+            </li>
+          </ul>
+        </div>
       </div>
     </div>
 
-    <textarea ref="bodyEl" v-model="text" rows="4" maxlength="500" placeholder="سلام {نام} عزیز" />
-    <p class="count">{{ toFaDigits(count) }} نویسه · {{ toFaDigits(parts) }} پیامک</p>
+    <div class="compose-layout">
+      <div class="compose-main">
+        <label class="compose-label" for="sms-compose-body">متن پیام ارسالی</label>
+        <textarea
+          id="sms-compose-body"
+          ref="bodyEl"
+          v-model="text"
+          rows="5"
+          maxlength="500"
+          placeholder="متن پیام را بنویسید یا از ستون قالب‌ها انتخاب کنید"
+        />
+        <p class="count">{{ toFaDigits(count) }} نویسه · {{ toFaDigits(parts) }} پیامک</p>
+      </div>
+
+      <aside class="quick-col" aria-label="انتخاب سریع پیامک آماده">
+        <strong class="quick-col-title">قالب‌ها</strong>
+        <div v-if="templatesLoading" class="muted tiny">در حال بارگذاری…</div>
+        <div
+          v-else-if="templates.length"
+          class="quick-templates"
+          role="list"
+        >
+          <button
+            v-for="item in templates"
+            :key="item.id"
+            type="button"
+            class="tpl-chip"
+            role="listitem"
+            :title="item.body"
+            @click="applyTemplate(item)"
+          >
+            {{ item.name }}
+          </button>
+        </div>
+        <p v-else class="muted tiny quick-empty">
+          هنوز قالبی نیست. از «ساخت پیامک آماده» بسازید.
+        </p>
+      </aside>
+    </div>
 
     <div class="preview">
       <span>پیش‌نمایش</span>
@@ -344,6 +541,7 @@ function statusLabel(status: OutboundSmsLogDto['status']) {
     </div>
 
     <p v-if="error" class="err">{{ error }}</p>
+    <p v-else-if="notice" class="ok">{{ notice }}</p>
     <p v-if="done" class="ok">{{ done }}</p>
 
     <template #footer>
@@ -383,8 +581,7 @@ function statusLabel(status: OutboundSmsLogDto['status']) {
 }
 
 .tools {
-  position: relative;
-  margin-bottom: 0.45rem;
+  margin-bottom: 0.55rem;
 }
 
 .tool-row {
@@ -393,17 +590,13 @@ function statusLabel(status: OutboundSmsLogDto['status']) {
   gap: 0.35rem;
 }
 
-.pill,
-.fields button {
+.pill {
   border: 1px solid color-mix(in srgb, var(--accent) 28%, #fff);
   background: var(--accent-subtle);
   color: var(--accent-deep);
   border-radius: 999px;
   font: inherit;
   cursor: pointer;
-}
-
-.pill {
   padding: 0.28rem 0.7rem;
   font-size: 0.8rem;
 }
@@ -414,34 +607,43 @@ function statusLabel(status: OutboundSmsLogDto['status']) {
   border-color: var(--accent-deep);
 }
 
-.fields,
-.templates {
-  position: absolute;
-  z-index: 2;
-  top: calc(100% + 0.3rem);
-  inset-inline: 0;
+.panel {
+  margin-top: 0.45rem;
   display: grid;
-  gap: 0.25rem;
-  max-width: 100%;
-  padding: 0.4rem;
+  gap: 0.45rem;
+  padding: 0.55rem;
   background: #fff;
   border: 1px solid #e7eef2;
   border-radius: 12px;
-  box-shadow: 0 10px 24px rgba(15, 23, 42, 0.08);
 }
 
-.fields button {
+.panel-hint {
+  margin: 0;
+  color: #64748b;
+  font-size: 0.75rem;
+}
+
+.field-grid {
+  display: grid;
+  gap: 0.25rem;
+}
+
+.field-grid button {
   display: flex;
   align-items: center;
   justify-content: space-between;
   gap: 0.6rem;
+  border: 1px solid color-mix(in srgb, var(--accent) 28%, #fff);
   border-radius: 8px;
   padding: 0.35rem 0.5rem;
   background: #fff;
   text-align: start;
+  font: inherit;
+  cursor: pointer;
+  color: var(--accent-deep);
 }
 
-.fields code {
+.field-grid code {
   color: var(--accent-deep);
 }
 
@@ -451,7 +653,7 @@ function statusLabel(status: OutboundSmsLogDto['status']) {
   padding: 0;
   display: grid;
   gap: 0.3rem;
-  max-height: 11rem;
+  max-height: 9.5rem;
   overflow: auto;
 }
 
@@ -461,32 +663,98 @@ function statusLabel(status: OutboundSmsLogDto['status']) {
   gap: 0.3rem;
 }
 
-.template-list .pick {
-  flex: 1;
+.compose-layout {
+  display: grid;
+  grid-template-columns: minmax(0, 1fr) 10.5rem;
+  gap: 0.75rem;
+  align-items: stretch;
+  margin-bottom: 0.15rem;
+}
+
+.compose-main {
   min-width: 0;
   display: grid;
-  gap: 0.15rem;
-  border: 0;
-  border-radius: 8px;
-  padding: 0.4rem 0.5rem;
-  background: #f8fafc;
-  text-align: start;
-  font: inherit;
-  cursor: pointer;
+  align-content: start;
+}
+
+.quick-col {
+  display: flex;
+  flex-direction: column;
+  gap: 0.35rem;
+  min-height: 0;
+  max-height: 11.5rem;
+  padding: 0.5rem;
+  border: 1px solid #e7eef2;
+  border-radius: 12px;
+  background: #fafbfc;
+}
+
+.quick-col-title {
+  font-size: 0.78rem;
   color: #0f172a;
 }
 
-.template-list .pick:hover {
-  background: #f0fdfa;
+.quick-templates {
+  display: flex;
+  flex-direction: column;
+  gap: 0.3rem;
+  min-height: 0;
+  overflow: auto;
+  flex: 1;
+  padding-inline-end: 0.1rem;
 }
 
-.template-list .pick strong {
+.tpl-chip {
+  flex: none;
+  width: 100%;
+  border: 1px solid color-mix(in srgb, var(--accent) 28%, #fff);
+  background: #fff;
+  color: var(--accent-deep);
+  border-radius: 8px;
+  font: inherit;
+  font-size: 0.76rem;
+  font-weight: 600;
+  padding: 0.4rem 0.5rem;
+  cursor: pointer;
+  text-align: start;
+  overflow: hidden;
+  text-overflow: ellipsis;
+  white-space: nowrap;
+}
+
+.tpl-chip:hover {
+  background: var(--accent-subtle);
+}
+
+.quick-empty {
+  margin: 0;
+}
+
+.tiny {
+  font-size: 0.72rem;
+}
+
+@media (max-width: 640px) {
+  .compose-layout {
+    grid-template-columns: 1fr;
+  }
+
+  .quick-col {
+    max-height: 8.5rem;
+  }
+}
+
+.manage-list {
+  padding-top: 0.45rem;
+  border-top: 1px solid #eef2f7;
+}
+
+.template-list .pick-name {
+  flex: 1;
+  min-width: 0;
+  padding: 0.4rem 0.5rem;
   font-size: 0.82rem;
-}
-
-.template-list .pick span {
-  color: #64748b;
-  font-size: 0.74rem;
+  color: #0f172a;
   overflow: hidden;
   text-overflow: ellipsis;
   white-space: nowrap;
@@ -504,14 +772,40 @@ function statusLabel(status: OutboundSmsLogDto['status']) {
   padding: 0.35rem 0.45rem;
 }
 
+.draft {
+  display: grid;
+  gap: 0.35rem;
+  padding-top: 0.45rem;
+  border-top: 1px solid #eef2f7;
+}
+
+.draft strong {
+  font-size: 0.86rem;
+  color: #0f172a;
+}
+
+.draft input,
+.draft textarea,
+#sms-compose-body {
+  width: 100%;
+  box-sizing: border-box;
+  border: 1px solid #e2e8f0;
+  border-radius: 10px;
+  padding: 0.55rem 0.7rem;
+  font: inherit;
+  color: #0f172a;
+}
+
+.draft textarea,
+#sms-compose-body {
+  resize: vertical;
+}
+
 .tpl-fields {
   display: flex;
   flex-wrap: wrap;
   align-items: center;
   gap: 0.3rem;
-  margin-top: 0.15rem;
-  padding-top: 0.35rem;
-  border-top: 1px solid #eef2f7;
 }
 
 .tpl-fields-label {
@@ -535,47 +829,29 @@ function statusLabel(status: OutboundSmsLogDto['status']) {
   color: inherit;
 }
 
-.save-row {
-  display: flex;
-  gap: 0.3rem;
-  margin-top: 0.2rem;
-}
-
-.save-row input {
-  flex: 1;
-  min-width: 0;
-  border: 1px solid #e2e8f0;
-  border-radius: 8px;
-  padding: 0.4rem 0.55rem;
-  font: inherit;
-}
-
-.save-row button {
-  flex: none;
+.save-btn {
+  justify-self: start;
   border: 0;
   border-radius: 8px;
   background: #0f766e;
   color: #fff;
   font: inherit;
-  font-size: 0.78rem;
-  padding: 0.4rem 0.65rem;
+  font-size: 0.8rem;
+  padding: 0.45rem 0.75rem;
   cursor: pointer;
 }
 
-.save-row button:disabled {
+.save-btn:disabled {
   opacity: 0.45;
   cursor: not-allowed;
 }
 
-textarea {
-  width: 100%;
-  box-sizing: border-box;
-  border: 1px solid #e2e8f0;
-  border-radius: 12px;
-  padding: 0.7rem 0.8rem;
-  font: inherit;
-  resize: vertical;
-  color: #0f172a;
+.compose-label {
+  display: block;
+  margin: 0.15rem 0 0.35rem;
+  color: #475569;
+  font-size: 0.8rem;
+  font-weight: 600;
 }
 
 .count {
@@ -600,6 +876,7 @@ textarea {
   margin: 0.3rem 0 0;
   color: #134e4a;
   overflow-wrap: anywhere;
+  white-space: pre-wrap;
 }
 
 .history {
diff --git a/apps/web/src/views/LeadDetailView.vue b/apps/web/src/views/LeadDetailView.vue
index 79d70ef..f3a130f 100644
--- a/apps/web/src/views/LeadDetailView.vue
+++ b/apps/web/src/views/LeadDetailView.vue
@@ -1179,7 +1179,7 @@ onBeforeUnmount(() => narrowMq?.removeEventListener('change', syncNarrow));
         :name="lead.contactName || lead.title"
         :phone="lead.mobile || lead.phone || ''"
         :record-title="lead.title"
-        :company="lead.contactName ? lead.title : ''"
+        :company="lead.trade ?? ''"
         @close="smsOpen = false"
       />
     </template>
diff --git a/apps/web/src/views/PersonProfileView.vue b/apps/web/src/views/PersonProfileView.vue
index 47e541f..190c090 100644
--- a/apps/web/src/views/PersonProfileView.vue
+++ b/apps/web/src/views/PersonProfileView.vue
@@ -1205,7 +1205,7 @@ watch(() => route.query.tab, readTab, { immediate: true });
       :history-endpoint="`/people/${id}/sms-history`"
       :name="fullName"
       :phone="phoneNumber"
-      :record-title="fullName"
+      :record-title="person.position?.trim() || ''"
       :company="person.company?.name ?? ''"
       @close="smsOpen = false"
     />
diff --git a/packages/shared/src/index.ts b/packages/shared/src/index.ts
index 074c651..c294fac 100644
--- a/packages/shared/src/index.ts
+++ b/packages/shared/src/index.ts
@@ -4884,8 +4884,11 @@ export const MESSAGE_AUTOMATION_FIELDS = [
   { token: "{نام}", label: "نام مشتری" },
   { token: "{شماره}", label: "شماره موبایل" },
   { token: "{تاریخ}", label: "تاریخ ارسال" },
-  { token: "{عنوان}", label: "عنوان رکورد" },
-  { token: "{شرکت}", label: "نام شرکت" },
+  { token: "{عنوان}", label: "عنوان / سمت" },
+  { token: "{شرکت}", label: "شرکت مشتری" },
+  { token: "{از طرف}", label: "نام سازمان فرستنده" },
+  { token: "{مانده ریالی}", label: "مانده مالی (ریالی)" },
+  { token: "{مانده فلزی}", label: "مانده وزنی فلزات" },
 ] as const;
 
 /** First-part Persian SMS limit (legacy UI estimate). Prefer countSmsParts(). */