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

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Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
Mahdi
2026-10-04 12:01:21 +03:30
co-authored by Cursor
parent e144b2277a
commit 8b37525f2f
15 changed files with 632 additions and 25 deletions
Download Patch File Download Diff File Expand all files Collapse all files
apps/web/src/components/PhoneContactsImport.vue
+1
View File
@@ -197,6 +197,7 @@ async function importSelected() {
mobile: row.mobile,
phone: row.phone,
email: row.email,
importSource: 'phone',
};
await api.post<PersonDto>('/people', body);
}
apps/web/src/components/TeamsSettingsPanel.vue
+52
View File
@@ -33,6 +33,9 @@ const teams = ref<TeamDto[]>([]);
const newName = ref('');
const newDesc = ref('');
const editingId = ref<string | null>(null);
const editingMetaId = ref<string | null>(null);
const editName = ref('');
const editDesc = ref('');
const memberDraft = ref<Record<string, TeamMemberRole>>({});
const editableUsers = computed(() =>
@@ -83,6 +86,7 @@ async function createTeam() {
function startEdit(team: TeamDto) {
editingId.value = team.id;
editingMetaId.value = null;
const draft: Record<string, TeamMemberRole> = {};
for (const m of team.members) {
draft[m.userId] = m.role;
@@ -90,6 +94,38 @@ function startEdit(team: TeamDto) {
memberDraft.value = draft;
}
function startMetaEdit(team: TeamDto) {
editingMetaId.value = team.id;
editingId.value = null;
editName.value = team.name;
editDesc.value = team.description || '';
}
async function saveMeta() {
if (!editingMetaId.value) return;
if (!editName.value.trim()) {
error.value = 'نام تیم را وارد کنید.';
return;
}
saving.value = true;
error.value = '';
try {
await api.patch(`/teams/${editingMetaId.value}`, {
name: editName.value.trim(),
description: editDesc.value.trim(),
});
ok.value = 'اطلاعات تیم ذخیره شد.';
editingMetaId.value = null;
await load();
} catch (e) {
error.value = axios.isAxiosError(e)
? String((e.response?.data as { message?: string })?.message ?? 'ذخیره تیم ناموفق بود.')
: 'ذخیره تیم ناموفق بود.';
} finally {
saving.value = false;
}
}
function toggleMember(userId: string) {
if (memberDraft.value[userId]) {
const next = { ...memberDraft.value };
@@ -194,6 +230,7 @@ onMounted(() => {
</p>
</div>
<div v-if="canEdit" class="actions">
<UiButton variant="secondary" @click="startMetaEdit(t)">ویرایش</UiButton>
<UiButton variant="secondary" @click="startEdit(t)">اعضا</UiButton>
<UiButton variant="secondary" @click="removeTeam(t.id)">حذف</UiButton>
</div>
@@ -208,6 +245,21 @@ onMounted(() => {
}}
</p>
<div v-if="editingMetaId === t.id" class="editor">
<div class="row">
<UiField label="نام تیم">
<UiInput v-model="editName" />
</UiField>
<UiField label="توضیح">
<UiInput v-model="editDesc" />
</UiField>
</div>
<div class="actions">
<UiButton :loading="saving" @click="saveMeta">ذخیره</UiButton>
<UiButton variant="secondary" @click="editingMetaId = null">انصراف</UiButton>
</div>
</div>
<div v-if="editingId === t.id" class="editor">
<p class="hint">اعضا را انتخاب کنید؛ سرپرست همان عضو تیم است.</p>
<label v-for="u in users.filter((x) => x.isActive !== false)" :key="u.id" class="person">
apps/web/src/views/ContactsView.vue
+118 -13
View File
@@ -25,9 +25,15 @@ import type {
ImportContactsResult,
PaginatedResponse,
PersonDto,
PersonImportSource,
PersonImportSourceStatDto,
PersonMood,
} from '@mento/shared';
import { brand } from '@mento/shared';
import {
brand,
PERSON_IMPORT_SOURCE_LABELS,
PERSON_IMPORT_SOURCES,
} from '@mento/shared';
import { PERSON_MOOD_LABELS, PERSON_MOODS } from '@/lib/person-mood';
type Tab = 'people' | 'companies';
@@ -50,6 +56,12 @@ const moodFilter = computed<PersonMood | 'all'>(() => {
const value = typeof route.query.mood === 'string' ? route.query.mood : 'all';
return PERSON_MOODS.includes(value as PersonMood) ? (value as PersonMood) : 'all';
});
const sourceFilter = computed<PersonImportSource | 'all'>(() => {
const value = typeof route.query.source === 'string' ? route.query.source : 'all';
return PERSON_IMPORT_SOURCES.includes(value as PersonImportSource)
? (value as PersonImportSource)
: 'all';
});
const q = ref(typeof route.query.q === 'string' ? route.query.q : '');
const loading = ref(false);
const busy = ref(false);
@@ -59,6 +71,7 @@ const error = ref('');
const importMsg = ref('');
const people = ref<PaginatedResponse<PersonDto> | null>(null);
const companies = ref<PaginatedResponse<CompanyDto> | null>(null);
const sourceStats = ref<PersonImportSourceStatDto[]>([]);
const menuId = ref<string | null>(null);
const sortOpen = ref(false);
const filterOpen = ref(false);
@@ -73,6 +86,7 @@ const peopleSavedFilters = computed(() => ({
q: q.value.trim() || undefined,
sort: sort.value === 'name' ? undefined : sort.value,
mood: moodFilter.value === 'all' ? undefined : moodFilter.value,
source: sourceFilter.value === 'all' ? undefined : sourceFilter.value,
}));
function applyPeopleSavedFilters(filters: Record<string, unknown>) {
@@ -84,15 +98,28 @@ function applyPeopleSavedFilters(filters: Record<string, unknown>) {
PERSON_MOODS.includes(filters.mood as PersonMood)
? (filters.mood as PersonMood)
: 'all';
const nextSource =
typeof filters.source === 'string' &&
PERSON_IMPORT_SOURCES.includes(filters.source as PersonImportSource)
? (filters.source as PersonImportSource)
: 'all';
patchQuery({
q: nextQ.trim() || undefined,
sort: nextSort === 'name' ? undefined : nextSort,
mood: nextMood === 'all' ? undefined : nextMood,
source: nextSource === 'all' ? undefined : nextSource,
page: undefined,
tab: undefined,
});
}
function sourceLabel(source: string) {
if (source in PERSON_IMPORT_SOURCE_LABELS) {
return PERSON_IMPORT_SOURCE_LABELS[source as PersonImportSource];
}
return source || 'دستی';
}
function moodOf(person: PersonDto): PersonMood {
return person.mood || 'newcomer';
}
@@ -103,6 +130,7 @@ function moodLabel(mood: PersonMood) {
/** کد شخص در نرم‌افزار مبدأ (دیدار و مشابه) */
function externalCode(person: PersonDto): string {
if (person.sourceRef?.trim()) return person.sourceRef.trim();
const fields = person.customFields ?? {};
for (const key of ['didarId', 'customerCode'] as const) {
const raw = fields[key];
@@ -137,16 +165,24 @@ async function load() {
closePopups();
try {
if (tab.value === 'people') {
const { data } = await api.get<PaginatedResponse<PersonDto>>('/people', {
params: {
q: q.value || undefined,
page: page.value,
limit: PAGE_SIZE,
sort: sort.value,
mood: moodFilter.value === 'all' ? undefined : moodFilter.value,
},
});
people.value = data;
const [peopleRes, statsRes] = await Promise.all([
api.get<PaginatedResponse<PersonDto>>('/people', {
params: {
q: q.value || undefined,
page: page.value,
limit: PAGE_SIZE,
sort: sort.value,
mood: moodFilter.value === 'all' ? undefined : moodFilter.value,
importSource:
sourceFilter.value === 'all' ? undefined : sourceFilter.value,
},
}),
api.get<PersonImportSourceStatDto[]>('/people/source-stats').catch(() => ({
data: [] as PersonImportSourceStatDto[],
})),
]);
people.value = peopleRes.data;
sourceStats.value = statsRes.data;
} else {
const { data } = await api.get<PaginatedResponse<CompanyDto>>('/companies', {
params: { q: q.value || undefined, page: page.value, limit: PAGE_SIZE },
@@ -194,6 +230,13 @@ function setMood(next: PersonMood | 'all') {
patchQuery({ mood: next === 'all' ? undefined : next, page: undefined });
}
function setSource(next: PersonImportSource | 'all') {
patchQuery({
source: next === 'all' ? undefined : next,
page: undefined,
});
}
function setPage(next: number) {
if (next < 1 || next > pageCount.value) return;
patchQuery({ page: next === 1 ? undefined : String(next) });
@@ -422,6 +465,28 @@ onMounted(load);
@apply="applyPeopleSavedFilters"
/>
<div v-if="tab === 'people' && sourceStats.length" class="source-stats">
<button
type="button"
class="source-chip"
:class="{ on: sourceFilter === 'all' }"
@click="setSource('all')"
>
همه منابع
</button>
<button
v-for="row in sourceStats"
:key="row.source"
type="button"
class="source-chip"
:class="{ on: sourceFilter === row.source }"
@click="setSource(row.source as PersonImportSource)"
>
{{ row.label }}
<em>{{ toFaDigits(row.count) }}</em>
</button>
</div>
<p v-if="importMsg" class="ok">{{ importMsg }}</p>
<p v-if="error" class="error">{{ error }}</p>
<p v-else-if="loading" class="muted">در حال بارگذاری…</p>
@@ -460,8 +525,12 @@ onMounted(load);
<p class="role">
{{ [p.position, p.company?.name].filter(Boolean).join(' • ') || 'بدون سمت' }}
</p>
<p v-if="externalCode(p)" class="line">
<span>کد مبدأ: {{ externalCodeLabel(p) }}</span>
<p class="line">
<span>منبع: {{ sourceLabel(p.importSource || 'manual') }}</span>
<span v-if="externalCode(p)"> · کد: {{ externalCodeLabel(p) }}</span>
</p>
<p v-if="p.previousFullName" class="line muted">
نام قبلی: {{ p.previousFullName }}
</p>
<p v-if="p.mobile || p.phone" class="line" dir="ltr">
<UiIcon name="phone" :size="13" />
@@ -482,6 +551,7 @@ onMounted(load);
<tr>
<th>وضعیت</th>
<th>نام شخص</th>
<th>منبع</th>
<th>کد مبدأ</th>
<th>سمت</th>
<th>شرکت</th>
@@ -504,7 +574,11 @@ onMounted(load);
<RouterLink class="name" :to="{ name: 'person-detail', params: { id: p.id } }">
{{ p.fullName }}
</RouterLink>
<div v-if="p.previousFullName" class="muted tiny">
قبلی: {{ p.previousFullName }}
</div>
</td>
<td>{{ sourceLabel(p.importSource || 'manual') }}</td>
<td dir="ltr">{{ externalCodeLabel(p) }}</td>
<td>{{ p.position || '—' }}</td>
<td>
@@ -752,6 +826,37 @@ h1 {
color: #94a3b8;
}
.source-stats {
display: flex;
flex-wrap: wrap;
gap: 0.4rem;
margin-bottom: 0.75rem;
}
.source-chip {
display: inline-flex;
align-items: center;
gap: 0.35rem;
border: 1px solid var(--color-border, #ddd);
background: var(--color-surface, #fff);
border-radius: 999px;
padding: 0.25rem 0.7rem;
font-size: 0.82rem;
cursor: pointer;
}
.source-chip.on {
border-color: var(--color-primary, #2563eb);
color: var(--color-primary, #2563eb);
background: color-mix(in srgb, var(--color-primary, #2563eb) 10%, transparent);
}
.source-chip em {
font-style: normal;
font-weight: 700;
}
.tiny {
font-size: 0.75rem;
margin-top: 0.15rem;
}
.toolbar {
display: flex;
gap: 0.55rem;
apps/web/src/views/LeadDetailView.vue
+122 -1
View File
@@ -47,6 +47,19 @@ const callFollowUp = ref('');
const noteBody = ref('');
const followUpAt = ref('');
const followUpBody = ref('');
const editing = ref(false);
const editForm = ref({
title: '',
contactName: '',
mobile: '',
phone: '',
city: '',
region: '',
source: '',
instagram: '',
trade: '',
notes: '',
});
function formatDate(value: string | null | undefined) {
if (!value) return '—';
@@ -88,6 +101,53 @@ async function load() {
}
}
function startEdit() {
if (!lead.value) return;
editing.value = true;
editForm.value = {
title: lead.value.title,
contactName: lead.value.contactName ?? '',
mobile: lead.value.mobile,
phone: lead.value.phone ?? '',
city: lead.value.city ?? '',
region: lead.value.region ?? '',
source: lead.value.source ?? '',
instagram: lead.value.instagram ?? '',
trade: lead.value.trade ?? '',
notes: lead.value.notes ?? '',
};
}
async function saveEdit() {
if (!editForm.value.title.trim() || !editForm.value.mobile.trim()) {
error.value = 'عنوان و موبایل الزامی است.';
return;
}
busy.value = true;
error.value = '';
try {
await api.patch(`/leads/${id.value}`, {
title: editForm.value.title.trim(),
contactName: editForm.value.contactName.trim() || null,
mobile: editForm.value.mobile.trim(),
phone: editForm.value.phone.trim() || null,
city: editForm.value.city.trim() || null,
region: editForm.value.region.trim() || null,
source: editForm.value.source.trim() || null,
instagram: editForm.value.instagram.trim() || null,
trade: editForm.value.trade.trim() || null,
notes: editForm.value.notes.trim() || null,
});
okMsg.value = 'لید ویرایش شد.';
editing.value = false;
await load();
} catch (e) {
error.value = apiError(e, 'ویرایش لید ناموفق بود.');
} finally {
busy.value = false;
}
}
async function changeStage() {
if (!stageId.value || stageId.value === lead.value?.stageId) return;
busy.value = true;
@@ -226,6 +286,15 @@ onMounted(load);
:back-to="{ name: 'leads' }"
>
<template #actions>
<UiButton
v-if="lead && !editing"
variant="secondary"
size="sm"
:disabled="busy"
@click="startEdit"
>
ویرایش
</UiButton>
<UiButton
v-if="lead && !lead.convertedPersonId"
variant="primary"
@@ -255,7 +324,45 @@ onMounted(load);
<div class="layout">
<div class="main">
<UiCard title="اطلاعات لید">
<dl class="meta">
<div v-if="editing" class="edit-grid">
<UiField label="عنوان" required>
<UiInput v-model="editForm.title" />
</UiField>
<UiField label="مالک/مخاطب">
<UiInput v-model="editForm.contactName" />
</UiField>
<UiField label="موبایل" required>
<UiInput v-model="editForm.mobile" dir="ltr" />
</UiField>
<UiField label="تلفن">
<UiInput v-model="editForm.phone" dir="ltr" />
</UiField>
<UiField label="شهر">
<UiInput v-model="editForm.city" />
</UiField>
<UiField label="منطقه">
<UiInput v-model="editForm.region" />
</UiField>
<UiField label="منبع">
<UiInput v-model="editForm.source" />
</UiField>
<UiField label="اینستاگرام">
<UiInput v-model="editForm.instagram" dir="ltr" />
</UiField>
<UiField label="صنف">
<UiInput v-model="editForm.trade" />
</UiField>
<UiField label="یادداشت" class="full">
<UiInput v-model="editForm.notes" />
</UiField>
<div class="edit-actions full">
<UiButton size="sm" :loading="busy" @click="saveEdit">ذخیره</UiButton>
<UiButton size="sm" variant="ghost" :disabled="busy" @click="editing = false">
انصراف
</UiButton>
</div>
</div>
<dl v-else class="meta">
<div><dt>نام</dt><dd>{{ lead.title }}</dd></div>
<div><dt>مالک/مخاطب</dt><dd>{{ lead.contactName || '—' }}</dd></div>
<div><dt>موبایل</dt><dd dir="ltr">{{ lead.mobile }}</dd></div>
@@ -384,6 +491,20 @@ onMounted(load);
gap: 1rem;
}
.edit-grid {
display: grid;
grid-template-columns: repeat(2, minmax(0, 1fr));
gap: 0.75rem 1rem;
}
.edit-grid .full {
grid-column: 1 / -1;
}
.edit-actions {
display: flex;
gap: 0.5rem;
flex-wrap: wrap;
}
.meta {
display: grid;
grid-template-columns: repeat(2, minmax(0, 1fr));
apps/web/src/views/PersonProfileView.vue
+18
View File
@@ -138,6 +138,7 @@ const registeredAt = computed(() =>
person.value?.createdAt ? formatJalaliNumeric(new Date(person.value.createdAt)) : '—',
);
const externalCode = computed(() => {
if (person.value?.sourceRef?.trim()) return person.value.sourceRef.trim();
const fields = person.value?.customFields ?? {};
for (const key of ['didarId', 'customerCode'] as const) {
const raw = fields[key];
@@ -146,6 +147,19 @@ const externalCode = computed(() => {
}
return '';
});
const importSourceLabel = computed(() => {
const src = person.value?.importSource || 'manual';
const map: Record<string, string> = {
manual: 'دستی',
tahesab: 'ته‌حساب',
didar: 'دیدار',
excel: 'اکسل',
phone: 'مخاطبین گوشی',
lead_form: 'فرم لید',
other: 'سایر',
};
return map[src] || src;
});
const lastCallAt = computed(() => {
const calls = activities.value
@@ -630,7 +644,9 @@ watch(() => route.query.tab, readTab, { immediate: true });
</div>
<dl class="facts">
<div><dt>سمت</dt><dd>{{ person.position || '—' }}</dd></div>
<div><dt>منبع ورود</dt><dd>{{ importSourceLabel }}</dd></div>
<div><dt>کد مبدأ</dt><dd dir="ltr">{{ externalCode ? toFaDigits(externalCode) : '—' }}</dd></div>
<div><dt>نام قبلی</dt><dd>{{ person.previousFullName || '—' }}</dd></div>
<div><dt>وب‌سایت</dt><dd>{{ person.website || '—' }}</dd></div>
<div><dt>اینستاگرام</dt><dd dir="ltr">{{ person.instagram || '—' }}</dd></div>
<div><dt>معرف</dt><dd>{{ person.referrer || '—' }}</dd></div>
@@ -916,7 +932,9 @@ watch(() => route.query.tab, readTab, { immediate: true });
<div><dt>تلفن</dt><dd>{{ person.phone ? toFaDigits(person.phone) : '—' }}</dd></div>
<div><dt>ایمیل</dt><dd>{{ person.email || '—' }}</dd></div>
<div><dt>سمت</dt><dd>{{ person.position || '—' }}</dd></div>
<div><dt>منبع ورود</dt><dd>{{ importSourceLabel }}</dd></div>
<div><dt>کد مبدأ</dt><dd dir="ltr">{{ externalCode ? toFaDigits(externalCode) : '—' }}</dd></div>
<div><dt>نام قبلی</dt><dd>{{ person.previousFullName || '—' }}</dd></div>
<div><dt>وب‌سایت</dt><dd>{{ person.website || '—' }}</dd></div>
<div><dt>اینستاگرام</dt><dd dir="ltr">{{ person.instagram || '—' }}</dd></div>
<div><dt>معرف</dt><dd>{{ person.referrer || '—' }}</dd></div>