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/web/src/views/TahesabSalesReportView.vue

@@ -13,6 +13,7 @@ import {
   Form as AForm,
   FormItem as AFormItem,
   List as AList,
+  Modal as AModal,
   Row as ARow,
   Segmented as ASegmented,
   Select as ASelect,
@@ -41,7 +42,6 @@ import {
   TAHESAB_ASNAD_KINDS,
   TAHESAB_JENS_FELEZ_LABELS,
   type CustomerGroupDto,
-  type PersonDto,
   type TahesabAsnadKind,
   type TahesabAsnadLineDto,
   type TahesabAsnadReportPageDto,
@@ -54,6 +54,8 @@ import { api } from '@/lib/api';
 import {
   dateToJalali,
   formatLocalDateInput,
+  jalaliMonthLength,
+  jalaliMonthName,
   jalaliToDate,
   parseLocalInput,
   toFaDigits,
@@ -78,6 +80,20 @@ const personId = ref<string | undefined>();
 const personOptions = ref<Array<{ value: string; label: string }>>([]);
 const kinds = ref<TahesabAsnadKind[]>([]);
 const period = ref<'custom' | 'week' | 'month' | 'season'>('month');
+const periodModalOpen = ref(false);
+const periodModalKind = ref<'month' | 'season'>('month');
+const pickerYear = ref(dateToJalali(new Date()).jy);
+const syncModalOpen = ref(false);
+const SEASONS = [
+  { key: 'spring', label: 'بهار', start: 1, end: 3 },
+  { key: 'summer', label: 'تابستان', start: 4, end: 6 },
+  { key: 'autumn', label: 'پاییز', start: 7, end: 9 },
+  { key: 'winter', label: 'زمستان', start: 10, end: 12 },
+] as const;
+const pickerYears = computed(() => {
+  const current = dateToJalali(new Date()).jy;
+  return Array.from({ length: 8 }, (_, index) => current - index);
+});
 const overview = ref<TahesabSalesOverviewDto | null>(null);
 const auth = useAuthStore();
 const canGroups = computed(() => canManageSettings(auth.user?.role));
@@ -203,6 +219,66 @@ function markCustomPeriod() {
   period.value = 'custom';
 }
 
+function openPeriodModal(kind: 'month' | 'season') {
+  const parsed = parseLocalInput(fromDate.value);
+  pickerYear.value = parsed ? dateToJalali(parsed).jy : dateToJalali(new Date()).jy;
+  periodModalKind.value = kind;
+  periodModalOpen.value = true;
+}
+
+function onPeriodPick(value: string | number) {
+  const key = String(value) as 'week' | 'month' | 'season' | 'custom';
+  if (key === 'month' || key === 'season') {
+    openPeriodModal(key);
+    return;
+  }
+  applyNamedPeriod(key, true);
+}
+
+function onPeriodReclick(event: MouseEvent) {
+  const item = (event.target as HTMLElement | null)?.closest('.ant-segmented-item');
+  const text = item?.querySelector('.ant-segmented-item-label')?.textContent?.replace(/\s/g, '') ?? '';
+  if (text === 'ماه') openPeriodModal('month');
+  if (text === 'فصل') openPeriodModal('season');
+}
+
+function applyJalaliSpan(
+  year: number,
+  startMonth: number,
+  endMonth: number,
+  key: 'month' | 'season',
+) {
+  const now = new Date();
+  const today = dateToJalali(now);
+  const start = jalaliToDate(year, startMonth, 1);
+  let end = jalaliToDate(year, endMonth, jalaliMonthLength(year, endMonth));
+  if (
+    today.jy === year &&
+    today.jm >= startMonth &&
+    today.jm <= endMonth &&
+    end.getTime() > now.getTime()
+  ) {
+    end = now;
+  }
+  applyingPeriod = true;
+  period.value = key;
+  fromDate.value = formatLocalDateInput(start);
+  toDate.value = formatLocalDateInput(end);
+  periodModalOpen.value = false;
+  void nextTick(() => {
+    applyingPeriod = false;
+  });
+  applyFilters();
+}
+
+function pickMonth(month: number) {
+  applyJalaliSpan(pickerYear.value, month, month, 'month');
+}
+
+function pickSeason(start: number, end: number) {
+  applyJalaliSpan(pickerYear.value, start, end, 'season');
+}
+
 function groupOptionLabel(g: CustomerGroupDto) {
   return g.parentName ? `${g.parentName} / ${g.name}` : g.name;
 }
@@ -375,25 +451,51 @@ async function loadConnections() {
   if (!connectionId.value && def) connectionId.value = def.id;
 }
 
-async function searchPeople(q: string) {
-  if (!q || q.trim().length < 2) {
+let personSearchTimer: ReturnType<typeof setTimeout> | null = null;
+let customersEndpointMissing = false;
+
+async function loadTahesabCustomers(q: string) {
+  if (!connectionId.value) {
     personOptions.value = [];
     return;
   }
   try {
-    const { data } = await api.get<{ items: PersonDto[] }>('/people', {
-      params: { q: q.trim(), limit: 20 },
+    const { data } = await api.get<{
+      items: Array<{ personId: string; name: string; moshtariCode: number }>;
+    }>('/integrations/tahesab/reports/asnad/customers', {
+      params: { connectionId: connectionId.value, q: q.trim() },
     });
     const items = Array.isArray(data?.items) ? data.items : [];
-    personOptions.value = items.map((p) => ({
-      value: p.id,
-      label: [p.firstName, p.lastName].filter(Boolean).join(' ') || p.id,
+    const next = items.map((item) => ({
+      value: item.personId,
+      label: `${item.name || 'بدون نام'} (${toFaDigits(String(item.moshtariCode))})`,
     }));
-  } catch {
-    personOptions.value = [];
+    const selected = personOptions.value.find((item) => item.value === personId.value);
+    if (selected && !next.some((item) => item.value === selected.value)) next.unshift(selected);
+    personOptions.value = next;
+  } catch (e: unknown) {
+    const status = axios.isAxiosError(e) ? e.response?.status : undefined;
+    if (status === 404 && !customersEndpointMissing) {
+      customersEndpointMissing = true;
+      message.warning('جستجوی مشتری ته‌حساب بعد از به‌روزرسانی سرور فعال می‌شود.');
+    }
+    personOptions.value = personId.value
+      ? personOptions.value.filter((item) => item.value === personId.value)
+      : [];
   }
 }
 
+function searchTahesabCustomers(q: string) {
+  if (personSearchTimer) clearTimeout(personSearchTimer);
+  personSearchTimer = setTimeout(() => {
+    void loadTahesabCustomers(q);
+  }, 250);
+}
+
+function onPersonDropdown(open: boolean) {
+  if (open) void loadTahesabCustomers('');
+}
+
 function apiErrMessage(e: unknown, fallback: string): string {
   if (!axios.isAxiosError(e)) return fallback;
   const raw = e.response?.data as { message?: string | string[] } | undefined;
@@ -493,7 +595,20 @@ async function pollJob(jobId: string) {
   }, 1500);
 }
 
-async function startSync() {
+const hasSyncScope = computed(
+  () => Boolean(personId.value) || groupIds.value.length > 0,
+);
+
+function openSyncChoice() {
+  if (!filterParams.value) {
+    error.value = 'ابتدا بازه تاریخ را مشخص کنید، بعد به‌روزرسانی را بزنید.';
+    message.warning(error.value);
+    return;
+  }
+  syncModalOpen.value = true;
+}
+
+async function startSync(scoped: boolean) {
   const params = filterParams.value;
   if (!params) {
     error.value = 'ابتدا بازه تاریخ را مشخص کنید، بعد به‌روزرسانی را بزنید.';
@@ -502,7 +617,10 @@ async function startSync() {
   }
   syncing.value = true;
   error.value = '';
-  syncHint.value = 'شروع همگام‌سازی…';
+  syncHint.value = scoped
+    ? 'شروع به‌روزرسانی مشتریان همین فیلتر…'
+    : 'شروع به‌روزرسانی همه مشتریان متصل…';
+  syncModalOpen.value = false;
   try {
     const { data } = await api.post<TahesabAsnadSyncJobDto>(
       '/integrations/tahesab/reports/asnad/sync',
@@ -510,6 +628,8 @@ async function startSync() {
         connectionId: params.connectionId,
         from: params.from,
         to: params.to,
+        ...(scoped && personId.value ? { personId: personId.value } : {}),
+        ...(scoped && groupIds.value.length ? { groupIds: [...groupIds.value] } : {}),
       },
       { timeout: 60_000 },
     );
@@ -549,7 +669,10 @@ watch([connectionId, groupIds, kinds, jensFelez, personId], () => {
   page.value = 1;
 });
 
-onUnmounted(() => stopPoll());
+onUnmounted(() => {
+  stopPoll();
+  if (personSearchTimer) clearTimeout(personSearchTimer);
+});
 </script>
 
 <template>
@@ -574,7 +697,7 @@ onUnmounted(() => stopPoll());
             <template #icon><ArrowRightOutlined /></template>
             بازگشت
           </a-button>
-          <a-button type="primary" :loading="syncing" @click="startSync">
+          <a-button type="primary" :loading="syncing" @click="openSyncChoice">
             <template #icon><SyncOutlined /></template>
             به‌روزرسانی از ته‌حساب
           </a-button>
@@ -613,17 +736,19 @@ onUnmounted(() => stopPoll());
             </a-col>
             <a-col :xs="24" :lg="12">
               <a-form-item label="بازه">
-                <a-segmented
-                  v-model:value="period"
-                  block
-                  :options="[
-                    { label: 'هفته', value: 'week' },
-                    { label: 'ماه', value: 'month' },
-                    { label: 'فصل', value: 'season' },
-                    { label: 'تاریخ دلخواه', value: 'custom' },
-                  ]"
-                  @change="(value: string | number) => applyNamedPeriod(value as 'week' | 'month' | 'season' | 'custom', true)"
-                />
+                <div @click="onPeriodReclick">
+                  <a-segmented
+                    :value="period"
+                    block
+                    :options="[
+                      { label: 'هفته', value: 'week' },
+                      { label: 'ماه', value: 'month' },
+                      { label: 'فصل', value: 'season' },
+                      { label: 'تاریخ دلخواه', value: 'custom' },
+                    ]"
+                    @change="onPeriodPick"
+                  />
+                </div>
               </a-form-item>
             </a-col>
             <a-col :xs="24" :sm="12" :md="8" :lg="6">
@@ -642,6 +767,8 @@ onUnmounted(() => stopPoll());
                   v-model:value="groupIds"
                   mode="multiple"
                   allow-clear
+                  show-search
+                  option-filter-prop="label"
                   placeholder="همه گروه‌ها"
                   :options="
                     (customerGroups as CustomerGroupDto[]).map((g) => ({
@@ -658,6 +785,8 @@ onUnmounted(() => stopPoll());
                 <a-select
                   v-model:value="kinds"
                   mode="multiple"
+                  show-search
+                  option-filter-prop="label"
                   :options="kindOptions"
                   placeholder="همه انواع"
                   :max-tag-count="2"
@@ -669,6 +798,8 @@ onUnmounted(() => stopPoll());
                 <a-select
                   v-model:value="jensFelez"
                   allow-clear
+                  show-search
+                  option-filter-prop="label"
                   placeholder="همه"
                   :options="metalOptions"
                 />
@@ -680,10 +811,11 @@ onUnmounted(() => stopPoll());
                   v-model:value="personId"
                   show-search
                   allow-clear
-                  placeholder="جستجوی نام…"
+                  placeholder="جستجوی مشتری ته‌حساب"
                   :filter-option="false"
                   :options="personOptions"
-                  @search="searchPeople"
+                  @search="searchTahesabCustomers"
+                  @dropdown-visible-change="onPersonDropdown"
                 >
                   <template #suffixIcon><SearchOutlined /></template>
                 </a-select>
@@ -883,4 +1015,61 @@ onUnmounted(() => stopPoll());
       </a-card>
     </a-col>
   </a-row>
+
+  <a-modal
+    v-model:open="periodModalOpen"
+    :title="periodModalKind === 'month' ? 'انتخاب ماه' : 'انتخاب فصل'"
+    :footer="null"
+  >
+    <a-form layout="vertical">
+      <a-form-item label="سال">
+        <a-select
+          v-model:value="pickerYear"
+          :options="pickerYears.map((year) => ({ value: year, label: toFaDigits(year) }))"
+        />
+      </a-form-item>
+    </a-form>
+    <a-row v-if="periodModalKind === 'month'" :gutter="[8, 8]">
+      <a-col v-for="month in 12" :key="month" :span="8">
+        <a-button block @click="pickMonth(month)">{{ jalaliMonthName(month) }}</a-button>
+      </a-col>
+    </a-row>
+    <a-row v-else :gutter="[8, 8]">
+      <a-col v-for="season in SEASONS" :key="season.key" :span="12">
+        <a-button block @click="pickSeason(season.start, season.end)">{{ season.label }}</a-button>
+      </a-col>
+    </a-row>
+  </a-modal>
+
+  <a-modal
+    v-model:open="syncModalOpen"
+    title="به‌روزرسانی از ته‌حساب"
+    :footer="null"
+  >
+    <a-typography-paragraph>
+      ته‌حساب سند را مشتری‌به‌مشتری می‌دهد. اگر گروه یا شخص را انتخاب کنید، فقط همان‌ها گرفته می‌شود و سریع‌تر تمام می‌شود. نوع سند و فلز بعد از دریافت، روی همین داده‌ها فیلتر می‌شوند.
+    </a-typography-paragraph>
+    <a-typography-paragraph v-if="!hasSyncScope" type="secondary">
+      الان گروه یا شخصی انتخاب نشده، پس به‌روزرسانی همهٔ مشتریان متصل این بازه را از ته‌حساب می‌گیرد.
+    </a-typography-paragraph>
+    <a-flex vertical :gap="8">
+      <a-button
+        v-if="hasSyncScope"
+        type="primary"
+        block
+        :loading="syncing"
+        @click="startSync(true)"
+      >
+        فقط مشتریان همین فیلتر
+      </a-button>
+      <a-button
+        block
+        :type="hasSyncScope ? 'default' : 'primary'"
+        :loading="syncing"
+        @click="startSync(false)"
+      >
+        همه مشتریان این اتصال
+      </a-button>
+    </a-flex>
+  </a-modal>
 </template>