Filtering tasks and assigning a person in charge during Excel import

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

@@ -3,7 +3,7 @@ import type { ImportContactsResult, PersonMood } from '@mento/shared';
 import { PERSON_MOOD_LABELS, PERSON_MOODS } from '@mento/shared';
 import { PrismaService } from '../prisma/prisma.service';
 import type { Actor } from '../common/record-scope';
-import { ownerWhere } from '../common/record-scope';
+import { ownerWhere, resolveOwnerId } from '../common/record-scope';
 import {
   formatJalaliDate,
   parseExcelMapping,
@@ -99,6 +99,12 @@ const PERSON_ALIASES: Record<string, string> = {
   تلفن2: 'phone2',
   تلفنهایدیگرمشتری: 'otherPhones',
   مسئولمشتری: 'ownerName',
+  مسئول: 'ownerName',
+  مسئولفروش: 'ownerName',
+  کارشناسفروش: 'ownerName',
+  کارشناس: 'ownerName',
+  owner: 'ownerName',
+  ownername: 'ownerName',
   تلفنثابتشرکت: 'companyPhone',
   کددیدارشرکت: 'companyDidarId',
   مجوزمشاهدهمشتری: 'visibility',
@@ -114,11 +120,14 @@ const PERSON_FIELDS = [
   { key: 'firstName', label: 'نام' },
   { key: 'lastName', label: 'نام خانوادگی' },
   { key: 'title', label: 'نام کامل / عنوان' },
+  { key: 'didarId', label: 'کد مبدأ (کد دیدار)' },
+  { key: 'customerCode', label: 'کد مشتری' },
   { key: 'mobile', label: 'موبایل' },
   { key: 'phone', label: 'تلفن' },
   { key: 'email', label: 'ایمیل' },
   { key: 'position', label: 'سمت' },
   { key: 'companyName', label: 'شرکت' },
+  { key: 'ownerName', label: 'کارشناس فروش' },
   { key: 'notes', label: 'یادداشت' },
   { key: 'mood', label: 'وضعیت مشتری' },
 ];
@@ -335,6 +344,7 @@ export class ContactsExcelService {
   ): Promise<ImportContactsResult> {
     const rows = await readMappedRows(file, PERSON_ALIASES, parseExcelMapping(mappingRaw));
     const result: ImportContactsResult = { created: 0, skipped: 0, errors: [] };
+    const ownerCache = new Map<string, string | null>();
 
     for (let i = 0; i < rows.length; i++) {
       const row = rows[i]!;
@@ -363,6 +373,19 @@ export class ContactsExcelService {
         companyId = await this.findOrCreateCompanyId(actor, companyName);
       }
 
+      const ownerName = row.ownerName?.trim() ?? '';
+      let ownerId: string | undefined;
+      let ownerMissing = false;
+      if (ownerName) {
+        const key = ownerName.toLowerCase();
+        if (!ownerCache.has(key)) {
+          ownerCache.set(key, await this.findUserId(actor.organizationId, ownerName));
+        }
+        const matched = ownerCache.get(key);
+        if (matched) ownerId = matched;
+        else ownerMissing = true;
+      }
+
       const customFields: Record<string, string> = {};
       for (const key of CUSTOM_KEYS) {
         const value = row[key]?.trim();
@@ -380,9 +403,16 @@ export class ContactsExcelService {
           notes: row.notes || undefined,
           mood: parseMood(row.mood) ?? parseMood(row.group),
           companyId,
+          ownerId: resolveOwnerId(actor, ownerId ?? null),
           customFields,
         });
         result.created += 1;
+        if (ownerMissing) {
+          result.errors.push({
+            row: rowNum,
+            message: `کارشناس فروش «${ownerName}» در تیم پیدا نشد؛ به کاربر ایمپورتر اختصاص داده شد`,
+          });
+        }
       } catch (e) {
         if (e instanceof ConflictException) {
           result.skipped += 1;
@@ -453,4 +483,25 @@ export class ContactsExcelService {
     const created = await this.companies.create(actor, { name });
     return created.id;
   }
+
+  private async findUserId(organizationId: string, name?: string) {
+    const n = name?.trim();
+    if (!n) return null;
+    const exact = await this.prisma.user.findFirst({
+      where: {
+        fullName: { equals: n, mode: 'insensitive' },
+        memberships: { some: { organizationId } },
+      },
+      select: { id: true },
+    });
+    if (exact) return exact.id;
+    const partial = await this.prisma.user.findFirst({
+      where: {
+        fullName: { contains: n, mode: 'insensitive' },
+        memberships: { some: { organizationId } },
+      },
+      select: { id: true },
+    });
+    return partial?.id ?? null;
+  }
 }