Track person import source and previous names; add source report and edit UX.

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

apps/api/prisma/migrations/20261004120000_person_import_source_previous_name/migration.sql

@@ -0,0 +1,27 @@
+-- AlterTable
+ALTER TABLE "Person" ADD COLUMN IF NOT EXISTS "previousFirstName" TEXT;
+ALTER TABLE "Person" ADD COLUMN IF NOT EXISTS "previousLastName" TEXT;
+ALTER TABLE "Person" ADD COLUMN IF NOT EXISTS "importSource" TEXT NOT NULL DEFAULT 'manual';
+ALTER TABLE "Person" ADD COLUMN IF NOT EXISTS "sourceRef" TEXT;
+
+-- CreateIndex
+CREATE INDEX IF NOT EXISTS "Person_organizationId_importSource_idx" ON "Person"("organizationId", "importSource");
+CREATE INDEX IF NOT EXISTS "Person_organizationId_sourceRef_idx" ON "Person"("organizationId", "sourceRef");
+
+-- Backfill from legacy customFields / notes
+UPDATE "Person"
+SET
+  "importSource" = 'didar',
+  "sourceRef" = COALESCE(NULLIF(BTRIM("sourceRef"), ''), NULLIF(BTRIM("customFields"->>'didarId'), ''))
+WHERE COALESCE(BTRIM("customFields"->>'didarId'), '') <> '';
+
+UPDATE "Person"
+SET "importSource" = 'tahesab'
+WHERE "importSource" = 'manual'
+  AND notes ILIKE '%ته‌حساب%';
+
+UPDATE "Person"
+SET "importSource" = 'excel'
+WHERE "importSource" = 'manual'
+  AND COALESCE(BTRIM("customFields"->>'customerCode'), '') <> ''
+  AND COALESCE(BTRIM("customFields"->>'didarId'), '') = '';

apps/api/prisma/schema.prisma

@@ -433,6 +433,13 @@ model Person {
   company        Company?     @relation(fields: [companyId], references: [id], onDelete: SetNull)
   firstName      String
   lastName       String
+  /// نام قبل از همگام‌سازی مبدأ (مثلاً ته‌حساب)
+  previousFirstName String?
+  previousLastName  String?
+  /// منبع ورود: manual | tahesab | didar | excel | phone | lead_form | other
+  importSource   String       @default("manual")
+  /// شناسه در مبدأ (کد دیدار، کد مشتری ته‌حساب، …)
+  sourceRef      String?
   email          String?
   phone          String?
   mobile         String?
@@ -478,6 +485,8 @@ model Person {
   @@index([organizationId, email])
   @@index([organizationId, mobile])
   @@index([organizationId, lastName, firstName])
+  @@index([organizationId, importSource])
+  @@index([organizationId, sourceRef])
   @@index([organizationId, loyaltyPoints])
   @@index([companyId])
   @@index([ownerId])