feat(tahesab): sync filtered customers and pick Jalali periods

Document refresh can follow the selected group or person instead of every linked customer, and the sales report picks a named month or season.

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

apps/api/src/integrations/tahesab/asnad-report.service.ts

@@ -38,6 +38,12 @@ import {
 
 const ASNAD_COUNT_LAST = 5000;
 const SYNC_CONCURRENCY = 3;
+
+function latinDigits(value: string): string {
+  return value
+    .replace(/[۰-۹]/g, (ch) => String('۰۱۲۳۴۵۶۷۸۹'.indexOf(ch)))
+    .replace(/[٠-٩]/g, (ch) => String('٠١٢٣٤٥٦٧٨٩'.indexOf(ch)));
+}
 const ASNAD_KINDS = new Set<string>(['sale', 'return', 'purchase', 'other']);
 
 function normalizeShamsiYmd(input: string): string {
@@ -184,6 +190,7 @@ export class TahesabAsnadReportService {
     connectionId: string | undefined,
     from: string,
     to: string,
+    scope?: { personId?: string; groupIds?: string[] },
   ): Promise<TahesabAsnadSyncJobDto> {
     const fromNorm = normalizeShamsiYmd(from);
     const toNorm = normalizeShamsiYmd(to);
@@ -194,6 +201,22 @@ export class TahesabAsnadReportService {
       organizationId,
       connectionId,
     );
+    const scopedPersonIds = await this.resolveSyncPersonIds(organizationId, scope);
+    if (scopedPersonIds && scopedPersonIds.length === 0) {
+      throw new BadRequestException(
+        'برای گروه یا شخص انتخاب‌شده مشتری‌ای پیدا نشد.',
+      );
+    }
+    if (scopedPersonIds) {
+      const linked = await this.prisma.personAccountingLink.count({
+        where: { connectionId: resolvedId, personId: { in: scopedPersonIds } },
+      });
+      if (linked === 0) {
+        throw new BadRequestException(
+          'مشتریان این فیلتر به ته‌حساب وصل نیستند. به‌روزرسانی همه را بزنید یا اول اتصال مشتری را انجام دهید.',
+        );
+      }
+    }
 
     const job = await this.prisma.accountingSyncJob.create({
       data: {
@@ -201,7 +224,13 @@ export class TahesabAsnadReportService {
         connectionId: resolvedId,
         kind: 'asnad-sync',
         status: 'pending',
-        request: { from: fromNorm, to: toNorm, connectionId: resolvedId },
+        request: {
+          from: fromNorm,
+          to: toNorm,
+          connectionId: resolvedId,
+          personId: scope?.personId ?? null,
+          groupIds: scope?.groupIds ?? [],
+        },
         result: {
           connectionId: resolvedId,
           from: fromNorm,
@@ -214,9 +243,14 @@ export class TahesabAsnadReportService {
       },
     });
 
-    void this.runSync(job.id, organizationId, resolvedId, fromNorm, toNorm).catch(
-      () => undefined,
-    );
+    void this.runSync(
+      job.id,
+      organizationId,
+      resolvedId,
+      fromNorm,
+      toNorm,
+      scopedPersonIds,
+    ).catch(() => undefined);
 
     return this.mapJob(job);
   }
@@ -238,6 +272,7 @@ export class TahesabAsnadReportService {
     connectionId: string,
     from: string,
     to: string,
+    personIds: string[] | null,
   ) {
     const progress: SyncProgress = {
       connectionId,
@@ -257,7 +292,10 @@ export class TahesabAsnadReportService {
 
       const { api } = await this.connections.getApi(organizationId, connectionId);
       const links = await this.prisma.personAccountingLink.findMany({
-        where: { connectionId },
+        where: {
+          connectionId,
+          ...(personIds ? { personId: { in: personIds } } : {}),
+        },
         select: {
           id: true,
           personId: true,
@@ -276,6 +314,7 @@ export class TahesabAsnadReportService {
           organizationId,
           connectionId,
           tarikh: { gte: from, lte: to },
+          ...(personIds ? { personId: { in: personIds } } : {}),
         },
       });
 
@@ -638,6 +677,82 @@ export class TahesabAsnadReportService {
     };
   }
 
+  /** null یعنی همهٔ مشتریان متصل. آرایه یعنی فقط همین اشخاص. */
+  private async resolveSyncPersonIds(
+    organizationId: string,
+    scope?: { personId?: string; groupIds?: string[] },
+  ): Promise<string[] | null> {
+    const groupIds = (scope?.groupIds ?? []).map((id) => id.trim()).filter(Boolean);
+    const personId = scope?.personId?.trim() || undefined;
+    if (!personId && groupIds.length === 0) return null;
+    let ids: string[] | null = null;
+    if (groupIds.length) {
+      const expanded = await this.expandGroupIds(organizationId, groupIds);
+      const rows = await this.prisma.personGroupLink.findMany({
+        where: {
+          groupId: { in: expanded },
+          person: { organizationId },
+        },
+        select: { personId: true },
+        distinct: ['personId'],
+      });
+      ids = rows.map((row) => row.personId);
+    }
+    if (personId) ids = ids ? ids.filter((id) => id === personId) : [personId];
+    return ids ?? [];
+  }
+
+  async searchCustomers(
+    organizationId: string,
+    connectionId: string | undefined,
+    q: string,
+  ) {
+    const resolvedId = await this.connections.resolveConnectionId(
+      organizationId,
+      connectionId,
+    );
+    const query = q.trim();
+    const tokens = query.split(/\s+/).filter(Boolean);
+    const code = Number(latinDigits(query));
+    const or: Prisma.PersonAccountingLinkWhereInput[] = [];
+    if (tokens.length) {
+      or.push({
+        person: {
+          organizationId,
+          AND: tokens.map((token) => ({
+            OR: [
+              { firstName: { contains: token } },
+              { lastName: { contains: token } },
+            ],
+          })),
+        },
+      });
+    }
+    if (Number.isInteger(code) && code > 0 && latinDigits(query) === String(code)) {
+      or.push({ moshtariCode: code, person: { organizationId } });
+    }
+    const rows = await this.prisma.personAccountingLink.findMany({
+      where: {
+        connectionId: resolvedId,
+        ...(or.length ? { OR: or } : { person: { organizationId } }),
+      },
+      take: 30,
+      orderBy: [{ person: { lastName: 'asc' } }, { person: { firstName: 'asc' } }],
+      select: {
+        personId: true,
+        moshtariCode: true,
+        person: { select: { firstName: true, lastName: true } },
+      },
+    });
+    return {
+      items: rows.map((row) => ({
+        personId: row.personId,
+        moshtariCode: row.moshtariCode,
+        name: `${row.person.firstName} ${row.person.lastName}`.trim(),
+      })),
+    };
+  }
+
   /** گروه اصلی، زیرگروه‌ها را هم داخل فیلتر می‌آورد. */
   private async expandGroupIds(organizationId: string, ids: string[]): Promise<string[]> {
     const rows = await this.prisma.customerGroup.findMany({

apps/api/src/integrations/tahesab/dto.ts

@@ -447,6 +447,18 @@ export class SyncAsnadReportDto {
   @MinLength(8)
   @MaxLength(12)
   to!: string;
+
+  /** اگر باشد، فقط سندهای همین شخص گرفته می‌شود */
+  @IsOptional()
+  @IsString()
+  personId?: string;
+
+  /** اگر باشد، فقط مشتریان این گروه‌ها (و زیرگروه‌ها) گرفته می‌شوند */
+  @IsOptional()
+  @IsArray()
+  @IsString({ each: true })
+  @ArrayMaxSize(200)
+  groupIds?: string[];
 }
 
 export class UpdateTahesabInvoiceSettingsDto {

apps/api/src/integrations/tahesab/tahesab.controller.ts

@@ -309,6 +309,20 @@ export class TahesabController {
       dto.connectionId,
       dto.from,
       dto.to,
+      { personId: dto.personId, groupIds: dto.groupIds },
+    );
+  }
+
+  @Get('reports/asnad/customers')
+  searchAsnadCustomers(
+    @CurrentUser() user: { organizationId: string },
+    @Query('connectionId') connectionId?: string,
+    @Query('q') q?: string,
+  ) {
+    return this.asnadReport.searchCustomers(
+      user.organizationId,
+      connectionId,
+      q ?? '',
     );
   }