Add Ask Mento, customer mood, and Pipecat speech-to-text.

Ship assistant answers, contact moods, voice dictation, and the related CRM UI so these can be deployed to production.

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

apps/api/src/contacts/contacts-excel.service.ts

@@ -1,6 +1,7 @@
 import { BadRequestException, ConflictException, Injectable } from '@nestjs/common';
 import ExcelJS from 'exceljs';
-import type { ImportContactsResult } from '@mento/shared';
+import type { ImportContactsResult, PersonMood } from '@mento/shared';
+import { PERSON_MOOD_LABELS, PERSON_MOODS } from '@mento/shared';
 import { PrismaService } from '../prisma/prisma.service';
 import type { Actor } from '../common/record-scope';
 import { ownerWhere } from '../common/record-scope';
@@ -21,6 +22,13 @@ function cellStr(value: ExcelJS.CellValue | undefined): string {
   return String(value).trim();
 }
 
+function parseMood(raw?: string): PersonMood | undefined {
+  const value = raw?.trim();
+  if (!value) return undefined;
+  if (PERSON_MOODS.includes(value as PersonMood)) return value as PersonMood;
+  return PERSON_MOODS.find((mood) => PERSON_MOOD_LABELS[mood] === value);
+}
+
 function normalizeHeader(raw: string) {
   return raw.trim().toLowerCase().replace(/\s+/g, '');
 }
@@ -44,6 +52,10 @@ const PERSON_ALIASES: Record<string, string> = {
   شرکت: 'companyName',
   notes: 'notes',
   یادداشت: 'notes',
+  mood: 'mood',
+  وضعیت: 'mood',
+  وضعیتمشتری: 'mood',
+  'وضعیت مشتری': 'mood',
 };
 
 const COMPANY_ALIASES: Record<string, string> = {
@@ -86,6 +98,7 @@ export class ContactsExcelService {
       { header: 'ایمیل', key: 'email', width: 28 },
       { header: 'سمت', key: 'position', width: 18 },
       { header: 'شرکت', key: 'companyName', width: 24 },
+      { header: 'وضعیت مشتری', key: 'mood', width: 18 },
       { header: 'یادداشت', key: 'notes', width: 32 },
     ];
     for (const p of items) {
@@ -97,6 +110,7 @@ export class ContactsExcelService {
         email: p.email ?? '',
         position: p.position ?? '',
         companyName: p.company?.name ?? '',
+        mood: PERSON_MOOD_LABELS[p.mood || 'newcomer'],
         notes: p.notes ?? '',
       });
     }
@@ -174,6 +188,7 @@ export class ContactsExcelService {
           mobile: row.mobile || undefined,
           position: row.position || undefined,
           notes: row.notes || undefined,
+          mood: parseMood(row.mood),
           companyId,
         });
         result.created += 1;

apps/api/src/contacts/dto.ts

@@ -1,6 +1,7 @@
 import { Type } from 'class-transformer';
 import {
   IsEmail,
+  IsIn,
   IsInt,
   IsObject,
   IsOptional,
@@ -11,6 +12,7 @@ import {
   MinLength,
   ValidateIf,
 } from 'class-validator';
+import { PERSON_MOODS } from '@mento/shared';
 
 export class ListQueryDto {
   @IsOptional()
@@ -29,6 +31,14 @@ export class ListQueryDto {
   @Min(1)
   @Max(100)
   limit?: number = 20;
+
+  @IsOptional()
+  @IsIn([...PERSON_MOODS])
+  mood?: (typeof PERSON_MOODS)[number];
+
+  @IsOptional()
+  @IsIn(['name', 'newest'])
+  sort?: 'name' | 'newest';
 }
 
 export class CreateCompanyDto {
@@ -160,6 +170,10 @@ export class CreatePersonDto {
   @MaxLength(2000)
   notes?: string;
 
+  @IsOptional()
+  @IsIn([...PERSON_MOODS])
+  mood?: (typeof PERSON_MOODS)[number];
+
   @IsOptional()
   @ValidateIf((_, v) => v !== '' && v != null)
   @IsString()
@@ -213,6 +227,10 @@ export class UpdatePersonDto {
   @MaxLength(2000)
   notes?: string;
 
+  @IsOptional()
+  @IsIn([...PERSON_MOODS])
+  mood?: (typeof PERSON_MOODS)[number];
+
   @IsOptional()
   @ValidateIf((_, v) => v !== '' && v != null)
   @IsString()

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

@@ -37,6 +37,7 @@ export class PeopleController {
       query.q,
       query.page ?? 1,
       query.limit ?? 20,
+      { mood: query.mood, sort: query.sort },
     );
   }
 

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

@@ -7,6 +7,7 @@ import type {
   CreatePersonRequest,
   PaginatedResponse,
   PersonDto,
+  PersonMood,
   UpdatePersonRequest,
 } from '@mento/shared';
 import { Prisma } from '@prisma/client';
@@ -41,6 +42,7 @@ type PersonRow = {
   mobile: string | null;
   position: string | null;
   notes: string | null;
+  mood: PersonMood;
   customFields: unknown;
   loyaltyPoints: number;
   createdAt: Date;
@@ -67,10 +69,12 @@ export class PeopleService {
     q?: string,
     page = 1,
     limit = 20,
+    opts?: { mood?: PersonMood; sort?: 'name' | 'newest' },
   ): Promise<PaginatedResponse<PersonDto>> {
     const where: Prisma.PersonWhereInput = {
       organizationId: actor.organizationId,
       ...ownerWhere(actor),
+      ...(opts?.mood ? { mood: opts.mood } : {}),
       ...(q?.trim()
         ? {
             OR: [
@@ -89,7 +93,10 @@ export class PeopleService {
       this.prisma.person.findMany({
         where,
         include: personInclude,
-        orderBy: [{ lastName: 'asc' }, { firstName: 'asc' }],
+        orderBy:
+          opts?.sort === 'newest'
+            ? [{ createdAt: 'desc' }]
+            : [{ lastName: 'asc' }, { firstName: 'asc' }],
         skip: (page - 1) * limit,
         take: limit,
       }),
@@ -128,6 +135,7 @@ export class PeopleService {
       mobile: normalizePhone(dto.mobile),
       position: emptyToNull(dto.position),
       notes: emptyToNull(dto.notes),
+      mood: dto.mood ?? 'newcomer',
       companyId,
       ownerId: resolveOwnerId(actor, dto.ownerId),
       customFields: toJsonCustomFields(dto.customFields),
@@ -156,6 +164,7 @@ export class PeopleService {
     if ('mobile' in dto) data.mobile = normalizePhone(dto.mobile);
     if ('position' in dto) data.position = emptyToNull(dto.position);
     if ('notes' in dto) data.notes = emptyToNull(dto.notes);
+    if (dto.mood !== undefined) data.mood = dto.mood;
     if ('customFields' in dto) {
       data.customFields = toJsonCustomFields(dto.customFields);
     }
@@ -238,6 +247,7 @@ export class PeopleService {
       mobile: row.mobile,
       position: row.position,
       notes: row.notes,
+      mood: row.mood,
       customFields: asCustomFields(row.customFields),
       loyaltyPoints: row.loyaltyPoints ?? 0,
       loyaltyTier: row.loyaltyTier,