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])

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

@@ -22,6 +22,7 @@ import {
 } from '../common/excel-import-session';
 import { CompaniesService } from './companies.service';
 import { PeopleService } from './people.service';
+import { normalizePersonImportSource } from './person-source';
 
 type ImportChunkOpts = {
   sessionId?: string;
@@ -459,6 +460,16 @@ export class ContactsExcelService {
         })();
 
       try {
+        const didarId = customFields.didarId?.trim() || '';
+        const customerCode = customFields.customerCode?.trim() || '';
+        const sourceCol = customFields.source?.trim() || '';
+        const importSource = didarId
+          ? 'didar'
+          : sourceCol
+            ? normalizePersonImportSource(sourceCol)
+            : 'excel';
+        const sourceRef = didarId || customerCode || null;
+
         await this.people.create(actor, {
           firstName: names.firstName,
           lastName: names.lastName,
@@ -474,6 +485,8 @@ export class ContactsExcelService {
           companyId,
           ownerId: resolveOwnerId(actor, ownerId ?? null),
           customFields,
+          importSource,
+          sourceRef,
           registeredAt: registeredAt?.toISOString() ?? null,
         });
         result.created += 1;

apps/api/src/contacts/dto.ts

@@ -13,7 +13,7 @@ import {
   MinLength,
   ValidateIf,
 } from 'class-validator';
-import { PERSON_MOODS } from '@mento/shared';
+import { PERSON_IMPORT_SOURCES, PERSON_MOODS } from '@mento/shared';
 
 export class ListQueryDto {
   @IsOptional()
@@ -40,6 +40,12 @@ export class ListQueryDto {
   @IsOptional()
   @IsIn(['name', 'newest'])
   sort?: 'name' | 'newest';
+
+  /** فیلتر منبع ورود شخص */
+  @IsOptional()
+  @IsString()
+  @MaxLength(40)
+  importSource?: string;
 }
 
 export class CreateCompanyDto {
@@ -156,6 +162,30 @@ export class CreatePersonDto {
   @MaxLength(80)
   lastName?: string;
 
+  @IsOptional()
+  @ValidateIf((_, v) => v !== '' && v != null)
+  @IsString()
+  @MaxLength(80)
+  previousFirstName?: string | null;
+
+  @IsOptional()
+  @ValidateIf((_, v) => v !== '' && v != null)
+  @IsString()
+  @MaxLength(80)
+  previousLastName?: string | null;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(40)
+  @IsIn([...PERSON_IMPORT_SOURCES])
+  importSource?: (typeof PERSON_IMPORT_SOURCES)[number];
+
+  @IsOptional()
+  @ValidateIf((_, v) => v !== '' && v != null)
+  @IsString()
+  @MaxLength(120)
+  sourceRef?: string | null;
+
   @IsOptional()
   @ValidateIf((_, v) => v !== '' && v != null)
   @IsEmail()
@@ -241,6 +271,29 @@ export class UpdatePersonDto {
   @MaxLength(80)
   lastName?: string;
 
+  @IsOptional()
+  @ValidateIf((_, v) => v !== '' && v != null)
+  @IsString()
+  @MaxLength(80)
+  previousFirstName?: string | null;
+
+  @IsOptional()
+  @ValidateIf((_, v) => v !== '' && v != null)
+  @IsString()
+  @MaxLength(80)
+  previousLastName?: string | null;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(40)
+  importSource?: string;
+
+  @IsOptional()
+  @ValidateIf((_, v) => v !== '' && v != null)
+  @IsString()
+  @MaxLength(120)
+  sourceRef?: string | null;
+
   @IsOptional()
   @ValidateIf((_, v) => v !== '' && v != null)
   @IsEmail()

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

@@ -48,10 +48,19 @@ export class PeopleController {
       query.q,
       query.page ?? 1,
       query.limit ?? 20,
-      { mood: query.mood, sort: query.sort },
+      {
+        mood: query.mood,
+        sort: query.sort,
+        importSource: query.importSource,
+      },
     );
   }
 
+  @Get('source-stats')
+  sourceStats(@CurrentUser() user: Actor) {
+    return this.peopleService.sourceStats(user);
+  }
+
   @Get('export')
   async export(
     @CurrentUser() user: Actor,

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

@@ -7,6 +7,7 @@ import type {
   CreatePersonRequest,
   PaginatedResponse,
   PersonDto,
+  PersonImportSourceStatDto,
   PersonMood,
   UpdatePersonRequest,
 } from '@mento/shared';
@@ -31,6 +32,10 @@ import { AutomationsService } from '../automations/automations.service';
 import { MessageAutomationsService } from '../message-automations/message-automations.service';
 import { WebhooksService } from '../public-api/webhooks.service';
 import { normalizeTags } from '../common/tags';
+import {
+  normalizePersonImportSource,
+  personImportSourceLabel,
+} from './person-source';
 
 const personInclude = {
   company: { select: { id: true, name: true } },
@@ -44,6 +49,10 @@ type PersonRow = {
   id: string;
   firstName: string;
   lastName: string;
+  previousFirstName: string | null;
+  previousLastName: string | null;
+  importSource: string;
+  sourceRef: string | null;
   email: string | null;
   phone: string | null;
   mobile: string | null;
@@ -85,20 +94,31 @@ export class PeopleService {
     q?: string,
     page = 1,
     limit = 20,
-    opts?: { mood?: PersonMood; sort?: 'name' | 'newest' },
+    opts?: {
+      mood?: PersonMood;
+      sort?: 'name' | 'newest';
+      importSource?: string;
+    },
   ): Promise<PaginatedResponse<PersonDto>> {
+    const sourceFilter = opts?.importSource?.trim()
+      ? normalizePersonImportSource(opts.importSource)
+      : undefined;
     const where: Prisma.PersonWhereInput = {
       organizationId: actor.organizationId,
       ...ownerWhere(actor),
       ...(opts?.mood ? { mood: opts.mood } : {}),
+      ...(sourceFilter ? { importSource: sourceFilter } : {}),
       ...(q?.trim()
         ? {
             OR: [
               { firstName: { contains: q.trim(), mode: 'insensitive' } },
               { lastName: { contains: q.trim(), mode: 'insensitive' } },
+              { previousFirstName: { contains: q.trim(), mode: 'insensitive' } },
+              { previousLastName: { contains: q.trim(), mode: 'insensitive' } },
               { email: { contains: q.trim(), mode: 'insensitive' } },
               { mobile: { contains: q.trim() } },
               { phone: { contains: q.trim() } },
+              { sourceRef: { contains: q.trim() } },
               { company: { name: { contains: q.trim(), mode: 'insensitive' } } },
             ],
           }
@@ -127,6 +147,24 @@ export class PeopleService {
     };
   }
 
+  async sourceStats(actor: Actor): Promise<PersonImportSourceStatDto[]> {
+    const rows = await this.prisma.person.groupBy({
+      by: ['importSource'],
+      where: {
+        organizationId: actor.organizationId,
+        ...ownerWhere(actor),
+      },
+      _count: { _all: true },
+    });
+    return rows
+      .map((row) => ({
+        source: row.importSource || 'manual',
+        label: personImportSourceLabel(row.importSource || 'manual'),
+        count: row._count._all,
+      }))
+      .sort((a, b) => b.count - a.count);
+  }
+
   async get(actor: Actor, id: string): Promise<PersonDto> {
     const row = await this.prisma.person.findFirst({
       where: { id, organizationId: actor.organizationId, ...ownerWhere(actor) },
@@ -147,6 +185,10 @@ export class PeopleService {
       organizationId: actor.organizationId,
       firstName: (dto.firstName ?? '').trim(),
       lastName: (dto.lastName ?? '').trim(),
+      previousFirstName: emptyToNull(dto.previousFirstName),
+      previousLastName: emptyToNull(dto.previousLastName),
+      importSource: normalizePersonImportSource(dto.importSource),
+      sourceRef: emptyToNull(dto.sourceRef),
       email: normalizeEmail(dto.email),
       phone: normalizePhone(dto.phone),
       mobile: normalizePhone(dto.mobile),
@@ -207,6 +249,16 @@ export class PeopleService {
     const data: Prisma.PersonUncheckedUpdateInput = {};
     if (dto.firstName !== undefined) data.firstName = dto.firstName.trim();
     if (dto.lastName !== undefined) data.lastName = dto.lastName.trim();
+    if ('previousFirstName' in dto) {
+      data.previousFirstName = emptyToNull(dto.previousFirstName);
+    }
+    if ('previousLastName' in dto) {
+      data.previousLastName = emptyToNull(dto.previousLastName);
+    }
+    if (dto.importSource !== undefined) {
+      data.importSource = normalizePersonImportSource(dto.importSource);
+    }
+    if ('sourceRef' in dto) data.sourceRef = emptyToNull(dto.sourceRef);
     if ('email' in dto) data.email = normalizeEmail(dto.email);
     if ('phone' in dto) data.phone = normalizePhone(dto.phone);
     if ('mobile' in dto) data.mobile = normalizePhone(dto.mobile);
@@ -297,10 +349,17 @@ export class PeopleService {
   }
 
   private toDto(row: PersonRow): PersonDto {
+    const previousFullName = `${row.previousFirstName ?? ''} ${row.previousLastName ?? ''}`.trim();
+    const importSource = row.importSource || 'manual';
     return {
       id: row.id,
       firstName: row.firstName,
       lastName: row.lastName,
+      previousFirstName: row.previousFirstName,
+      previousLastName: row.previousLastName,
+      previousFullName: previousFullName || null,
+      importSource,
+      sourceRef: row.sourceRef,
       fullName: `${row.firstName} ${row.lastName}`.trim(),
       email: row.email,
       phone: row.phone,

apps/api/src/contacts/person-source.ts

@@ -0,0 +1,41 @@
+import {
+  PERSON_IMPORT_SOURCE_LABELS,
+  PERSON_IMPORT_SOURCES,
+  type PersonImportSource,
+} from '@mento/shared';
+
+export function normalizePersonImportSource(
+  raw?: string | null,
+): PersonImportSource {
+  const v = String(raw ?? '')
+    .trim()
+    .toLowerCase();
+  if (!v) return 'manual';
+  if ((PERSON_IMPORT_SOURCES as readonly string[]).includes(v)) {
+    return v as PersonImportSource;
+  }
+  if (/دیدار|didar/.test(v)) return 'didar';
+  if (/ته.?حساب|tahesab|accounting/.test(v)) return 'tahesab';
+  if (/اکسل|excel|xlsx|csv/.test(v)) return 'excel';
+  if (/گوشی|phone|مخاطب|vcard|contact/.test(v)) return 'phone';
+  if (/لید|lead|فرم/.test(v)) return 'lead_form';
+  return 'other';
+}
+
+export function personImportSourceLabel(source: string): string {
+  if (source in PERSON_IMPORT_SOURCE_LABELS) {
+    return PERSON_IMPORT_SOURCE_LABELS[source as PersonImportSource];
+  }
+  return source || PERSON_IMPORT_SOURCE_LABELS.manual;
+}
+
+export function namesDiffer(
+  aFirst: string,
+  aLast: string,
+  bFirst: string,
+  bLast: string,
+): boolean {
+  const a = `${aFirst} ${aLast}`.trim().replace(/\s+/g, ' ');
+  const b = `${bFirst} ${bLast}`.trim().replace(/\s+/g, ' ');
+  return Boolean(a && b && a !== b);
+}

apps/api/src/integrations/tahesab/person-link.service.ts

@@ -493,22 +493,82 @@ export class TahesabPersonLinkService {
     const parts = name.trim().split(/\s+/);
     const firstName = parts[0] || name;
     const lastName = parts.slice(1).join(' ') || '—';
+    const mobile = tel || null;
+    const sourceRef = String(dto.moshtariCode);
 
     let personId = dto.personId;
     if (personId) {
-      await this.getPerson(organizationId, personId);
+      const existing = await this.getPerson(organizationId, personId);
-    } else {
+      const prevFirst = existing.firstName;
-      const created = await this.prisma.person.create({
+      const prevLast = existing.lastName;
+      const nameChanged =
+        `${prevFirst} ${prevLast}`.trim() !== `${firstName} ${lastName}`.trim();
+      await this.prisma.person.update({
+        where: { id: personId },
         data: {
-          organizationId,
           firstName,
           lastName,
-          mobile: tel || null,
+          ...(nameChanged
-          phone: tel || null,
+            ? {
-          notes: `واردشده از ته‌حساب (کد ${dto.moshtariCode})`,
+                previousFirstName: prevFirst || null,
+                previousLastName: prevLast || null,
+              }
+            : {}),
+          importSource: 'tahesab',
+          sourceRef,
+          ...(mobile
+            ? {
+                mobile: existing.mobile || mobile,
+                phone: existing.phone || mobile,
+              }
+            : {}),
         },
       });
-      personId = created.id;
+    } else {
+      // اگر موبایل تکراری است → همان شخص؛ نام قبلی حفظ و نام ته‌حساب جایگزین
+      const byMobile = mobile
+        ? await this.prisma.person.findFirst({
+            where: {
+              organizationId,
+              OR: [{ mobile }, { phone: mobile }],
+            },
+          })
+        : null;
+      if (byMobile) {
+        const nameChanged =
+          `${byMobile.firstName} ${byMobile.lastName}`.trim() !==
+          `${firstName} ${lastName}`.trim();
+        await this.prisma.person.update({
+          where: { id: byMobile.id },
+          data: {
+            firstName,
+            lastName,
+            ...(nameChanged
+              ? {
+                  previousFirstName: byMobile.firstName || null,
+                  previousLastName: byMobile.lastName || null,
+                }
+              : {}),
+            importSource: 'tahesab',
+            sourceRef,
+          },
+        });
+        personId = byMobile.id;
+      } else {
+        const created = await this.prisma.person.create({
+          data: {
+            organizationId,
+            firstName,
+            lastName,
+            mobile,
+            phone: mobile,
+            notes: `واردشده از ته‌حساب (کد ${dto.moshtariCode})`,
+            importSource: 'tahesab',
+            sourceRef,
+          },
+        });
+        personId = created.id;
+      }
     }
 
     const link = await this.prisma.personAccountingLink.upsert({

apps/api/src/leads/leads.service.ts

@@ -756,6 +756,8 @@ export class LeadsService {
             .join('\n'),
           ownerId: lead.assigneeId ?? actor.userId,
           createdAt: lead.createdAt,
+          importSource: 'lead_form',
+          sourceRef: lead.id,
         },
       });
       createdPerson = true;

apps/web/src/components/PhoneContactsImport.vue

@@ -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

@@ -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

@@ -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', {
+      const [peopleRes, statsRes] = await Promise.all([
-        params: {
+        api.get<PaginatedResponse<PersonDto>>('/people', {
-          q: q.value || undefined,
+          params: {
-          page: page.value,
+            q: q.value || undefined,
-          limit: PAGE_SIZE,
+            page: page.value,
-          sort: sort.value,
+            limit: PAGE_SIZE,
-          mood: moodFilter.value === 'all' ? undefined : moodFilter.value,
+            sort: sort.value,
-        },
+            mood: moodFilter.value === 'all' ? undefined : moodFilter.value,
-      });
+            importSource:
-      people.value = data;
+              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">
+            <p class="line">
-              <span>کد مبدأ: {{ externalCodeLabel(p) }}</span>
+              <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

@@ -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

@@ -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>

packages/shared/src/index.ts

@@ -702,10 +702,43 @@ export const PERSON_MOOD_LABELS: Record<PersonMood, string> = {
   special: "مشتری خاص",
 };
 
+/** منبع ورود شخص به CRM */
+export const PERSON_IMPORT_SOURCES = [
+  "manual",
+  "tahesab",
+  "didar",
+  "excel",
+  "phone",
+  "lead_form",
+  "other",
+] as const;
+export type PersonImportSource = (typeof PERSON_IMPORT_SOURCES)[number];
+
+export const PERSON_IMPORT_SOURCE_LABELS: Record<PersonImportSource, string> = {
+  manual: "دستی",
+  tahesab: "ته‌حساب",
+  didar: "دیدار",
+  excel: "اکسل",
+  phone: "مخاطبین گوشی",
+  lead_form: "فرم لید",
+  other: "سایر",
+};
+
+export interface PersonImportSourceStatDto {
+  source: PersonImportSource | string;
+  label: string;
+  count: number;
+}
+
 export interface PersonDto {
   id: string;
   firstName: string;
   lastName: string;
+  previousFirstName: string | null;
+  previousLastName: string | null;
+  previousFullName: string | null;
+  importSource: PersonImportSource | string;
+  sourceRef: string | null;
   fullName: string;
   email: string | null;
   phone: string | null;
@@ -730,6 +763,10 @@ export interface PersonDto {
 export interface CreatePersonRequest {
   firstName?: string;
   lastName?: string;
+  previousFirstName?: string | null;
+  previousLastName?: string | null;
+  importSource?: PersonImportSource | string;
+  sourceRef?: string | null;
   email?: string;
   phone?: string;
   mobile?: string;